Story time

This is what happens and after I saw all the BS (as I see it) hits the internet. I had a little enough of this. So whilst we are given ‘Bubble talk is ‘blasphemy’, says SoftBank CEO’ with the quote “SoftBank’s CEO Masayoshi Son does not want to hear any faint-hearted negativity about AI.” So, how about calling something AI that is nothing of the sort? Is that not blasphemy? Ai is more than a decade away. After that I saw a few more articles and I kinda shutdown, but if you want stories I can give you one. This one is for ADTV (or its parent Abu Dhabi Media), the story plays for the larger part in Abu Dhabi, but to be honest, it started in Accra (around 1104). So before you start reading, this is a story, it is not real.

In May 1104, the crusades pillaged the city of Accra, over 4000 muslims died in that event, even though they offered to surrender, allowing residents to leave peacefully or stay under Crusader rule. However, the Genoese violated these terms and pillaged the place. This got the attention of a man called the Black King, his real name was Al-Malik Al-Aswad and he took offense to the Crusaders being on Arabian lands. There were scuffles, but in November of that year, the Crusaders set a trap, they wanted this infidel and they knew he was strong, but they didn’t know how strong, so a hut was created around a cage, a leaded iron cage. And they wanted, there were two doors, the first was open, the second closed after the crusader who played for bait went through the rear exit and close that door whilst getting out of the hut. As the Black King entered the hut, the first door slammed shut. Here the story becomes a jump. 

What they did not know that the man was an Afreet and without knowing they had the best cage imaginable. The man had no way of eloping from an lead coated iron cage. Lead was used to stop iron bars from rusting and the cage was completely leaded. They knew they had something really evil, because he was not stopped by swords. They took the cage and rode it with to the end of their known world. It was at that end when they heard about a cave, everyone feared this cave. This was the the end of the known world (for them) they were near Muscat in Oman and they left the man in the cave and then caused it to collapse. As they were concerned their job was done. They figured that this man would starve in weeks and they went back towards Accra, they never made it, but that was a different story, the fate of this man was lost in the sands. 

1918
It was the end of WW1, the RAF set up camp in Muscat and in that beginning there were some bomb runs for the newly graduated RAF pilots, they had sopwith Camels (the same the New Zealand air force still operates) and one threw a bomb which fell on collapsed cave and at that point, two of the bindings of the cage were broken. It was the start of his escape. It would take years to get out, but the man was immortal, time never mattered, what he was for now was hungry and thirsty.

1962 
The man had created a strong presence. It was a slow life, but he was dealing with the emerging of Islam all over the Arabic lands and the stage of such a strong christian setting was utterly upsetting to him, he was still careful to act, not out of fear, but he recently escaped ad he did not want to experience a repeat and these people have much stronger weaponry. 

2026
The man had moved and moved over the years. He was now in Abu Dhabi, he spoke the language, he knew the people and after being all over the Arabic nation, he knew where the corrupt, the easily manipulated were and he was growing his influence. Islam had stopped his progress to a much larger degree then he had expected, christians were relatively easy and tourism was awakening all over the Arabic lands. So whilst he was walking a thin slab broke and he sunk in it with one foot, under it was a Cobra, they were rare in the UAE, so he was taken a little by surprise. It attacked, but he was surprised and he lashed out and drained the cobra of its life essence.

It was a slow day, a man was sitting in a floater in the Al Raha River in WaterWorld in Abu Dhabi. He was enjoying his vacation. He was nearly dozing of when he suddenly felt a pulse, something he had not felt in centuries. As such he felt a little anxious. He looked around and saw the stairs out of the water. He quickly left his floater and swam to land, it was a mere 3 meters away. He climbed the stairs and walked back to his cabana to get dressed and return to his hotel. Back at the hotel his mind enlarged itself to feel his surroundings. He felt the usual stage os death around him, the sick, the old and the dying. That was still in place. His mind felt around the direction where the pulse was from. He was feeling something, but he had not felt this in centuries. It was time to find what was happening. 

So this is the first part, more on this soon enough. There is more to come and a small twist on all this. And all that came to me in mere minutes and what comes next already came to me, the setting of death and the facts of what deities go through when they are faced with what they see now. That part is what came to me when I saw Reconstructing the Divine on YouTube. It opens a few doors of creativity in me. 

Have a great day and don’t let creativity hit you in the back of your head. 

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On the lighter side

We all have that at times, the setting of a lighter side. You know the average romcom with sex, a little violence, the setting of blackmail and of course, some piece of software. The average day in the life of an fake AI. So I was ‘rudely’ awakened by news (at https://www.bbc.com/news/articles/cwyklykn5dwo) where we see ‘Anthropic accuses Chinese rival Alibaba of illicitly extracting AI capabilities’. So it made me laugh, b because this comes at the near start of a bubble heading straight for the HQ of Anthropic. Now let me show you what I was having in mind with all this and best I use graphics for that setting.

So we see the application on the left, the data on the right and in the middle we get the setting of that fake AI, you see it has DML and LLM, which I represented as a separate stage, but it could be one big thing, the coding is in the middle and there is interaction between the three like any application would have. So the middle part could be part of the application (it likely is), but for the clarity I wanted to show it like this. Because the picture fits better for the explanation. So the question becomes (the sound of dramatic horns in my mind)

US artificial intelligence (AI) giant Anthropic has accused Chinese e-commerce and technology firm Alibaba of “brazenly” and “illicitly” extracting its Claude AI model’s capabilities.” How is this possible? I am not saying that it cannot be true, because that requires evidence, but if we see these parts, how blazingly stupid is anthropic to let someone else have a go at this. Beside this, what EXACTLY is “extracting its Claude AI model’s capabilities”? You see, when you see the image, the capabilities are shown in the application and cannot proceed without data (or less likely so), so as we are in the bubble setting this so called move sounds like a joke and with the added “In a letter sent to two members of the US Congress, the San Francisco-based company said operators linked to Alibaba carried out almost 29 million exchanges with Claude using thousands of fraudulent accounts in what it called the largest extraction campaign of its kind.” It seems like there is a massive security lack in all this (that is, if there is a transgression stage). But the setting that we see with “operators linked to Alibaba carried out almost 29 million exchanges” so as I see it, in 2014 we had the Cambridge Analytica scandal, where Facebook got ‘relieved’ of a whole lot of data. Doesn’t anyone learn from that experience, as such we get a repetition of all this? But I hope the story is clear. How was this even possible? As I see it “According to Anthropic, the campaign was carried out through what are known as “distillation attacks”, which extracted answers from a stronger AI model to train a weaker one.” This is a debatable setting (not stating it cannot happen), but the image I ‘created’ shows that a distillation attack requires a lot of information that requires insider knowledge to be successful. 

As such, I am not saying that Alibaba and the 40 fighters for the Palestinian cause is innocent, but I have doubts on the entire setting. I personally see this as a Dutch SNS setting. Where the massive mortgage (the invested dollars in Anthropic) are written of by putting it into a bad bank and letting that bad bank collapse. As such you need to be aware that I could be wrong, it is based on expected behavior and speculative settings, so do not take my word on it, but consider that at present the BBC is spinning you a yarn by presenting the data from others. Just so you know.

So, this is how I got my 05:00 wake up call, thank you BBC. Now it is time to get some coffee and optionally have breakfast afterwards.

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Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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Choices to make

I get that, I cannot look at everything, so I need to choose. I saw something that caught Mme off guard and left me baffled, not because it looked amazing, but under the hood, the questionable actions of scientists making a remarkable short sighted setting, it was AI reporting on AI and the downsides that it gives us all and it is all smitten with an amazing story that had me baffled and if this mockumentary makes it to a real $K disc, it might be a dead set winner for Oscars and other bling bling of an entertaining nature. It is called Reconstructing the Divine, it comes from Black Eye Media AB and is directed by Jakob Soe-Pedersen and I quite honestly left me baffled. There is a story under that story. I wonder if you can see it too, so look it up on YouTube. 

This story is about something else. Crypto News (at https://cryptonews.com.au/news/senate-democrats-demand-probe-into-trump-family-crypto-ventures-uae-links-134100/) gives us ‘Senate Democrats Demand Probe Into Trump Family Crypto Venture’s UAE Links’ it was also given to us by The Australian, but that paper merely pushes us to a payment link, so I use the other one. And in short we see:

It gives us a few things, among them “Senate Democrats are pressing Republican leaders to hold hearings into reported financial links between the Trump family’s crypto venture, World Liberty Financial (WLFI), and an Abu Dhabi investment vehicle associated with Sheikh Tahnoon bin Zayed Al Nahyan. The lawmakers argue that the matter raises questions about potential conflicts of interest and implications for US national security.” And “According to reports cited by lawmakers, an investment vehicle backed by Sheikh Tahnoon acquired a 49% stake in WLFI through a deal valued at US$500 million (AU$710 million). The agreement was reportedly signed by Eric Trump on 16 January 2025, four days before Donald Trump’s inauguration.

The question becomes, are illegalities a fact? We are given that that this all happened 4 days before inauguration and as his son (allegedly) might be involved, nothing sticks to the president, other settings are stated that are linked to Jared Kushner who is facing sweeping congressional investigations and public scrutiny primarily regarding severe conflicts of interest and potential ethics and legal violations stemming from his foreign business dealings, but these are mere accusations, still nothing is sticking to President Trump and whilst I might not like the man, I still believe in the law and the law predominantly is about ‘What you can prove in court’ and until that moment the person is innocent until proven guilty. I don’t go with these Democratic haters and anti-Trumpetists (its that an actual word?) What dos matter is that there is yet another investigation into the Trump family. Another setting is that we are also given “an Abu Dhabi investment vehicle associated with Sheikh Tahnoon bin Zayed Al Nahyan. The lawmakers argue that the matter raises questions about potential conflicts of interest and implications for US national security.” Is this a mere lose accusation? I find the use of “investment vehicle”, which is loosely set to a non-liable stage, which implies that there is no evidence of wrong doing and the connection to the name “Sheikh Tahnoon bin Zayed Al Nahyan” who is the national security advisor for the UAE and the brother of President Mohamed bin Zayed Al Nahyan, this all sounds like sexy media and the wet dream of Geraldo (is he still alive?) But were any wrongdoings done from the UAE point of view? So whilst we get “Lawmakers said US$250 million (AU$355 million) was paid upfront, with approximately US$187 million (AU$265.5 million) going to Trump family-linked entities and more than US$31 million (AU$44 million) directed to entities connected to WLFI co-founder Steve Witkoff’s family. Witkoff’s son, Zach Witkoff, currently serves as the company’s chief executive.” It is here we see “Trump family-linked entities”, the question becomes who and did they break any laws? Then we get “directed to entities connected to WLFI co-founder Steve Witkoff’s” who are they and did they break any laws? Simple questions that this article and I am guessing the Australian does not answer either (which is a speculation by this blogger). So what does the article do except give us unsubstantiated rumors and a setting for enhancing distrust. Because if it quacks like a duck it is a duck, but a Wood Frog also quacks, so how about that setting? 

Will we get actual newspapers to give us the goods on what could have been illegal but what was perfectly legal? And in all this, were any laws broken in the UAE? All questions and no answers. I wonder how a non journalist (that would be me) has the larger active focus on what the journalists should be seeing and this is why journalists hunting digital dollars are basically a menace to society. This might not be totally accurate, but that is what I have been seeing and noticing these last few years. So you all have a great day and consider to look at what are the facts of a case, not what the press is implying.

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Just an idea

It was an idea I had last night. The setting of Paramount taking over WB (at least parts of it) opened an idea that could give the UAE, in particular Abu Dhabi a lot more tourism. You see, the Star Trek Universe has somewhere between 100 and 300 million fans and no one has seen a complete theme event on Star Trek? I am hesitant to call that place a ‘park’ but it comes close to it. A place where you can see and optionally walk on the bridges of the original Enterprise (TOS), the Galaxy class version (TNG), Voyager, and the Titan class (Picard) then there is the stage of the sets of the Defiant, parts of Deep Space 9 (Terok Nor) perhaps a section to show part of a Borg ship, millions if fans would love to see that and as I see it, the United States are done for, for at least a decade and likely there won’t be a United States after that, so Paramount needs to bet its hedges and look beyond that space. The UAE has a theme park riddled Abu Dhabi, so it makes sense to have it there. There is also the correlation (indicated but unproven) that those who love Star Trek also love Harry Potter, as such there is a pressure to consider them. I don’t think that they should be in the same location, because of the dangers of congestion at that point, also I am in doubt whether Yas Island would be the bet place, but Abu Dhabi is so much larger and has plenty of options. I think that this is a stage where Miral should have serious talks with Paramount on this setting. Perhaps a combination with a wax museum showing all the characters of Star Trek and its connected series. All things that are currently not existing. The Deep Space 9 setting with shops and a Quarcks (under new Ferengi management) could be considered. I wonder how many millions will sip at least a glass of of Canard and optionally take a bottle home as a keepsake. This setting might bring billions into the coffers of Miral. I wonder if anyone considered combining all the ships and show the bridges in one place. And display technology has evolved over the last few years alone, so seeing a part of the Borg ship with a large gap into space is now easily arranged with the display technology out there. A wax museum showing the casts of the two enterprises, Voyager, Deep Space 9 and optionally the Star Trek Movies too, could stir the hearts of millions of Star Trek Fans and as an addition to the already large theme park settings might be the one boost they get to do this (and soak up the sun and the UAE beaches) as I said, it is merely an idea, but as the UAE already has several settings and with Disney coming to Abu Dhabi as well, the UAE could become the preferred location for millions of additional tourists. That setting optionally enhanced with all the selfie moments, but perhaps even a place to have a film camp, a setting every Sci fi lover dreams of at some point. To make your own Sci-fi film, all ideas that feed the blender of creation. What remains can bear the scrutiny of many accountants at Miral (I a guessing that they have a fleet of them looking at all the venues and results). The setting that is out in the open, it always was, but the merger between WB and Paramount is driving this to the surface. The question becomes, does Miral think it is worth considering? 

As I said, it was just an idea and anything to take my eyes of the BS that is called USA-Iran negotiations. I like the headline from the Times the best at present ‘Trump, Iran and the Denial of Defeat’ it kinda sums up the entire fiasco, so whilst some are trying to spin this into some form of victory, the reality is that soon Iran will have to be dealt with, I have no idea who or how, but I do not believe that the United States will be the one doing it. They wasted (according to there own numbers) “The U.S.-Iran war cost the Pentagon an estimated $29 billion to $40 billion in direct operational expenses, but total economic and long-term costs could range between $600 billion and $1 trillion” I have not been sitting with an abacus, so I do not know, but consider the wasted money and the lack of results. It would have been something if all the refineries were hit as well as a few other tactical places, but that was not the case, so Iran can still buy hardware from whomever is willing to sell to them. As such I believe it to be important that the UAE gets whatever mens they can to increase their economic foothold on the Middle East, they have don’t quite well and they still have a few more options to that effect, but I merely gave the tourist idea, because it is something I would like to see and the idea that I get a two week vacation in Abu Dhabi where every day is filled with fun and adventure (yes, a visit to the Yas Mall could be both fun and adventure) would be an excellent idea. I believe that millions have that same feeling, because at present the United States is not that inviting, add to this the YouTube videos on their Epic Universe with several rides allegedly breaking down does not instill any thoughts that Orlando will be the place to go. With the economic foothold that is diminishing in Florida, we see one side saying it is good, but we also see “The U.S. travel sector is projected to lose between $12.5 billion and $29 billion in international visitor spending.”, with the added “Foreign arrivals have dropped by roughly 5%, with major month-over-month contractions from Asia (down 7.5%) and Europe (down 5.2%)” as well as “Canada, historically the largest source of inbound U.S. tourism, has driven a massive portion of this decline, with Canadian travel to the U.S. dropping by roughly 22%” the numbers do not add up, with this decline we still see “Florida boasts the fourth-largest economy in the United States, with a Gross Domestic Product (GDP) of roughly $1.76 trillion. If it were an independent nation, the state would rank as the 15th largest economy globally.” In addition to this, the negative YouTube videos keep on swarming around Epic Universe. I cannot say if they are real or if they are Epic Universe haters, that option remains a reality, but as I see it, the numbers do not add up and I reckon that the next president when they make their numbers openly known, we will see what an alleged curse President Trump has become to the United States. As such places like paramount needs to find new ventures to survive and it is my personal opinion that the UAE is such a space. And in light of what WB already has set up, the numbers might give satisfaction to the board members of Paramount. So, the question becomes is Miral ending that solution a good option to consider. 

Have a great day, it is 5:30  now and only 7 degrees, I am freezing. So there is another appeal to be smitten by the 39 degree non-freezing weather that Abu Dhabi could offer my poor old shivering bones.

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As one door closes

That was the setting I saw this morning as I took notice of ‘MGX could purchase APAC data center operator DayOne’ (at https://www.datacenterdynamics.com/en/news/mgx-could-purchase-apac-data-center-operator-dayone-report/) with the juicy (for some) subtitle “Comes ahead of DayOne’s $20 billion IPO” it opened another avenue for the UAE, you see as the United States has pissed of pretty much every country with their cloud act, the setting that I see is that if MGX embraces the GDPR and adheres to this in several means, Microsoft, Google and IBM will lose the traction they have all over the EU and the commonwealth. So whilst we take notice of “Reuters’ sources said that the MGX acquisition is not finalized and a DayOne IPO could still go ahead. DayOne currently runs a portfolio of more than 500MW of data center capacity in service and under construction, with another 500MW held for future development across Hong Kong, Singapore, Malaysia, Indonesia, and Japan. The company also has sites in Thailand and Finland.” 

And in case if ChapsVision, it is nice it is getting the Palantir account in France (and optionally in other EU countries as well) but that comes with the addd need for stronger data centers and not in American hands. The Edge (at https://theedgemalaysia.com/node/807778) gives us ‘Abu Dhabi’s MGX weighs multi-billion deal for data centre operator DayOne — Reuters’, which gives us (at https://theedgemalaysia.com/node/807778) that “Abu Dhabi-backed artificial intelligence investor MGX has been exploring buying Singapore-based data centre operator DayOne, three sources said, in what would mark a major step in its global expansion into the technology. MGX has been working with an investment bank in preparation for the potential transaction, said two of the sources, who declined to be identified because the discussions are confidential.” Which implies to me that this is not yet a done deal, as such it is likely to happen, especially as countries are making moves to pull away from the United States and their Cloud Act, but that might not be enough, the secondary stage is that Microsoft as a data Endor is seemingly already on the way out in a few places, so that would be setting the stage that this could indeed happen. So whilst we see “A deal for DayOne could mark MGX’s first acquisition in Asia as the company pursues a lightning-fast international expansion. It was set up a little over two years ago with the US$385 billion sovereign wealth fund Mubadala and AI company G42 as its founding partners. MGX falls under the purview of Sheikh Tahnoon bin Zayed Al Nahyan, the United Arab Emirates’ national security adviser and brother of the president.” The setting might be that Europe is ‘hesitant’ to replace the yoke of the United States with a Chinese replacement, but if there is a common ground between the UAE and Europe and a (for a lack of a better term) a Chinese wall is inserted in the European centers, a larger benefit to Emirati revenue could be right here. It all depends on how the UAE plays this ad what guarantees they could give the EU and the Commonwealth. As such there could be a new player in the town of Europe and under the much stricter rules of the GDPR, solution could be drawn. On a personal note, I reckon that China does not fear being left out of data as long as the United States loses a mouthful of revenue. Adobe, Amazon, Google, IBM, Microsoft could all lose a chunk of their revenue and that puts the United States on the defense to keep whatever they can hold onto, as I see it, at present it sucks to be the President of the United States. And after the folly that is called “the Iranian peace treaty” and President Trump implying that they could ask for Tolls in the strait of Hormuz, angering many nations, especially ones trying to get oil across the strait, (source: Al Jazeera) as such the world is looking for other solutions and several firms might regret ever giving the keys to the united States to President Trump. But as I see it, the UAE is on the job and when one door closes, another tends to open and this might be the moment for the EU and Commonwealth to talk to the UAE in finding a solution that they can live with, the question is, will the UAE play game with Europe and the Commonwealth? My guess is yes, especially is China at the stage realizes a massive drain on the revenue of the United States, it could be the death stroke against the coffers of America and from there is goes downhill fast in the former land of opportunity.

I reckon that the next stage becomes opening another site in France, giving more power to ChapsVision, not sure if it is needed, but all the traction helps. And a second data centre in Europe would give several benefits, especially if these two centers are connected and support each other in case of data congestion, because that is bound to happen, but if two centers are connected, there is a larger solution for that. There is still the power use issue, but that is for tomorrow, it all depends on how stretched the power settings in France are and secondary, if Google, IBM and Microsoft are on the way out, there will be room for more. I actually hope that Google and IBM find another solution, but as American firms the Cloud Act is hanging over their heads, so that is the way in for MGX and the United Arab Emirates. 

Have a great day.

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Journey with a twist

Several things happened in the last 24 hours. A LinkedIn post set it off. It was about that Palantir was finished, it was a done deal. That stirred a few memories. You see I was introduced to Palantir Government in the late 90s, before it became Palantir Gotham. There was Palantir Finance (I think that this is what now goes for as Palantir Metropolis), but I never saw that. It was a good program and it was powerful. It did not have the bells and whistles that Clementine (now IBM Miner) had, but it was an excellent program and I was looking for my next Customer Service role (I was in a bit of a bad space), so as I had heard of the Palantir events over the year, that post did not make sense to me. So I decided to take a look and find out for myself (I don’t trust anything on social media that I have not personally verified with at least one good source (like a decent newspaper). I found out a lot more than I bargained for. In the first Palantir Technologies Inc is valued at 307.98 billion, this makes sense later on. 

Then I saw ‘Palantir trades into the week as France move puts ai at risk in Europe’ (at https://ts2.tech/en/palantir-trades-into-the-week-as-france-move-puts-ai-at-risk-in-europe/), there we see “Palantir ended June 18 at $128.47, dropping 1.65% for the day but up roughly 0.4% from where it closed on June 12. France’s DGSI is moving to ChapsVision, selecting the company to take over from Palantir as its supplier over several years. Palantir said its current contract is still active.” The French Connection (sorry Popeye) is about to make sense. You see, the rumbling that this White House has embarked on is now showing its rather large nasty feathers. The world is shunning anything from the United States and France sees the setting that and is moving and banking on the French solution called ChapsVision, we are given “ChapsVision is a leading player in the field of artificial intelligence and data processing. With proven technologies that accelerate data acquisition, preparation and processing, ChapsVision supports businesses and government organizations in their digital transformation.” As I see it, it is a (largely) financial solution, and getting up to speed of where Palantir is will take a few years. But France is banking on its ‘local’ solution and with that the European market opens up to France and yes this is likely to be a drain on where Palantir wants to be. So in comes the second story.

This comes from Simply Wall Street (at https://simplywall.st/stocks/us/software/nasdaq-pltr/palantir-technologies/news/palantir-technologies-pltr-stock-could-be-20-overvalued-even) where we see ‘Palantir Technologies (PLTR) Stock Could Be 20% Overvalued Even If Growth Stays Strong’ and here the first red flag comes up, Simply Wall Street does not give a writer, just hide it under the rug (as the expression goes) but there is where the loon try to find stuff, so now we see the initial; value, Which was $308 billion, now we get the other part (which I left out) “Palantir reported a record annual revenue of $4.475 billion for fiscal year 2025. This marked a 56% year-over-year growth compared to their 2024 results, heavily driven by massive domestic adoption of their artificial intelligence platforms.” So when you see this, the 20% overvalued does not make sense. We see what might be coming in 2027/2028, but that is not now and the stages are set to what I personally believe is that someone wants to play a little game called ‘shorting the stock’, if there is enough babbles and bitcoin people, they will overlook what matters and just dump their Palantir stock. Now, be mindful, I am not an economist and I have no economic degrees, but I have three University degrees and a few more ‘accolades’ as I think they are called in data technology and data analyses. I believe that some are thinking that Palantir is a weakling waiting to be plucked and that is not happening on my watch as as I see it, LinkedIn is being used for that and political endings too much. These people are hiding behind “That is what I see and I have a right to speak” that’s fair, but we can expose you as well, so that is the other side of this and Palantir has some of the most powerful software in the world to do just that. I think that Palantir needs to look into the enemies they have. But that is up to them and I wasn’t done yet.

There was more, you see the Guardian gives another side (at https://www.theguardian.com/technology/2026/jun/13/palantir-loses-legal-challenge-to-force-swiss-magazine-to-publish-rejoinders) where we see ‘Palantir loses legal challenge to force Swiss magazine to publish responses’, I feel uneasy on this. I get that Palantir wants to learn “to force a Swiss independent magazine to publish its responses to articles about how the Swiss government rejected its services.” My doubt is that any government can reject services, but they tend to give reasons, isn’t that the case? So when a magazine collects responses, would that not be in the interest of the world to learn the how and why? I agree that this cannot have personalized data, but the entire mess comes across as weird. But the entire setting is what this White House is inflicting on the business end of the businesses of the United States. I saw it coming to some degree, but not to this degree (as I personally see it, the US Administration comes across as absolutely bug-nuts), if you doubt this, consider the simple setting of Measles in the United States, what it was in 2024 and what it is now and that is just for starters. The world is, as they say, fed up with the United States. Should you think I am wrong you could ask that bella bambina Meloni, you can find her at Via dell’Impresa 89, Rome, Italy. Believe me, she has a story for you, it will knock your socks off.

The stage is not her, or what Palantir is facing, but as we see this evolve we see more and more American services being rejected by the EU and Commonwealth to a larger degree. And as I see it, some (like Microsoft) are already running like chickens without a coup in all the offices, because there bonuses are set to keeping the status quo, so the larger bulk of CEO’s are seeing a rather large bump in what they could expect to see diminish.

And for one, Simply Wall Street (yet again) now gives us ‘Palantir Stock And 2 Software Picks With Earnings Growth And Strong Balance Sheets’ (at https://simplywall.st/stocks/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/palantir-stock-and-2-software-picks-with-earnings-growth-and) giving us a second different view. Where we see “Palantir generates about US$2.8b in revenue from Government customers and US$2.5b from Commercial customers, with most of its sales coming from the United States and the rest split between the United Kingdom and other international markets.” As I see it, that sounds more like it and it is about what I have seen and expected, and with the additional “Palantir Technologies has become a focal point for investors looking at real world AI adoption, as its platforms power everything from U.S. defense programs to fast growing U.S. commercial clients. Recent revenue growth of 133% shows how quickly customers are scaling usage. The company combines very high profitability, including a 43.7% net margin and 26.8% return on equity, with a debt free balance sheet and strong cash holdings, which stands out in the software sector. At the same time, the stock trades on rich valuation multiples, insiders have been selling shares and contracts such as the UK NHS data platform face political scrutiny. That mix of quality fundamentals, AI partnerships with groups like Google Cloud and concentrated government exposure creates a story that deserves closer inspection.” At what point does that give credence to the setting that it was 20% overvalued? Perhaps that might be true (I am an economic noob) as gamers would state, but the settings are off. I get that Palantir will face a much harder 2027 and optionally 2028, but ChapsVision isn’t in all the other places yet, this could happen and it will eat away from the pie that is now Palantir, and I for one do not think their excellence in Gotham is easily matched, but give it time and in 2029 it might be a different story, but that is looking too far ahead (I might not even be alive then) and with the way the United States is taking its international responsibilities there is a larger setting that this could happen and there is no way I can type this blog whilst ‘enjoying’ sunshine at 2354 rads. I have medical evidence of that (read: Google Scholar)

So you all have a great day and consider limiting your exposure to LinkedIn, it will become the next hotspot for influencers and BS artists alike. 

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Again I feel great

That is at times the setting and it does me no pride to feel good about Microsoft taking another hit in gaming, because the Sony Playstation is still great, but that is in part because the Xbox was close on its heels. Now the only threat it has is the Switch 2 (by Nintendo) and that is pretty much it, so as I had over gaming IP to indie developers (under the condition that it is not created for Microsoft, only Sony and optionally Nintendo too, there are a few others, but no Microsoft. They did this to themselves. So whilst I see now that several are scrapped like ‘Odyssey,’ Blizzard’s survival game was scrapped in 2024 (didn’t they buy that house for $69 billion?), then we get Everwild, Perfect Dark, Contraband and Project Blackbird. So, what use does the Xbox still have? In that context Microsoft is preparing a wave of Xbox layoffs expected to affect roughly 1,000 people and potentially shutter active development studios. So bad news all around and to make matters worse, we get the quote “But as Microsoft doubles down on console exclusives and tries to hurry along heavy-hitters like The Elder Scrolls 6, I’ve got to wonder if it was wise to toss so much in-progress work, some of which was highly praised internally.” (Source: PCGamer), they also gave us two weeks ago ‘Microsoft is looking to speed up development of future Elder Scrolls, Fallout, and Halo games’, yet in the side that Xbox is returning to exclusivity, it makes my day in other ways, because  had already (in part) developed the stage for a contender for playing these games, and if that is the case, in that case, the numbers for Bethesda will slump in a major way, according to some “Microsoft has sold an estimated 35 million Xbox Series X and Series S consoles combined worldwide. Because the company stopped reporting exact hardware unit sales in 2015, this total is an industry estimate, and a specific breakdown just for the more powerful Series X is unavailable” and that reflects on the 92 million PS5 units now open to other contenders as well as the more than 115 million PS4 systems. So Bethesda will unlikely ever sell anywhere near the 60 million copies it sold for Skyrim, or the 25 million it sold for Fallout 4 and I created the starting lore of a new IP to replace the gap that Bethesda is leaving in the Sony fandom as well as (I know not how many) Nintendo people will cry over losing the Bethesda games and there will be some desperate enough to get an Xbox for this, but will these numbers really add up to much?

So, will Microsoft chase exclusivity? I get that brands have exclusivity where it counts and now it matters because Bethesda was never exclusive, so what will happen? The fact that there is a lack of information grants the indie developers a chance to break into the Sony and Nintendo vaults with their optional software and as Microsoft is cancelling all over the field, we will get a gap and others will fill it. So whilst we look at ‘Ori director says Game Pass ‘could’ve worked’ if Xbox didn’t ‘slop out mediocre content like a factory’’ (source: Video Games Chronicle (VGC)) Microsoft has a definite lack of stellar games and I don’t know how that is faring as I got rid of my Xbox over a year ago (night have been 2 years ago), so I kinda don’t care, but I did care and still do about Bethesda software and if they won’t arrive on the Sony, I’ll have to forsake the two titles too. But then, I created other solutions and I drew from some of the great games going all the way back to the CBM64 and I seemingly improved on them and as such I feel fine leaving Microsoft out of that setting. So whilst we get Games Luster give us this headline only an hour ago ‘Xbox’s First-Party Studios Face Cuts as Microsoft Eyes Structural Reset’, I already knew that from other sources, but the hindsight is ignored, You see, people see all these stories on their screen and they are now thinking that they have to switch to a Sony (or Nintendo), works out nicely for me, but it is tactically stupid. Microsoft has (according to some) a few trillion (almost three according to some), as such this move makes no sense. Part of it does, but then shut down studios? This gives mixed feelings and structurally unsound stability to the Xbox brand. So as we see “Microsoft is preparing a wave of Xbox layoffs expected to affect roughly 1,000 people and potentially shutter active development studios, as reported by Bloomberg, with the cuts timed to land shortly after Microsoft‘s fiscal year closes on June 30, 2026 – making this not a routine headcount trim but a structural reset of a division that new leadership has already described as “not in a healthy state.”” Add to this the quote “Bloomberg reports that new Xbox CEO Asha Sharma has launched a broader turnaround effort that includes slashing marketing budgets, conducting a full review of the game portfolio, and rebuilding the business from the ground up over a stated 100-day window.” If I were Sony (don’t worry I am not) I would be looking into these houses and see if (optionally together with Nintendo) there is anything good there, or at least good enough to fund it to a Sony/Nintendo fruition. That is an option and as such Microsoft has given its brand a lot more competition. And all this happens before the $69 billion for Blizzard has earned its rewarding setting, I reckon that this is still a decade or two away. So in all this, we are given that the stage for Microsoft Gaming is currently (and seemingly) one step away from a deep abyss, the kind that Wile E. Coyote faced many times, I don’t think Microsoft Gaming will survive that step (meep, meep).

The only reason for me to care is that a strong Microsoft Gaming requires Sony to keep on there toes and that is now likely to stop happening. They will still produce great hardware and software, but I fear for the long term innovative thinking of Sony. 

But I am still on the job thinking of new games, so (a delusional me is thinking) there is still hope. But I am not happy about it all, such is life. Time to create a sawmill (snoring).

Have a great day.

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And just like that

So, here I was (actually I was there, my mind pointing east) and an idea crossed my face, you see, I just watched a Managuan walk (that’s a walk in Monte Carlo) and the warm spring sun was oozing over the YouTube video into my face when an idea occurred to me and this article (optionally a mere story) is meant for Larry the Oogly Googly Googler Brin (are you reading this Larry?) Because this is the second idea where you could gain billions in revenue, as I see it, you already dropped one idea, so it might be an idea to take notice of this. 

The story can start in many ways, like ‘Once upon a Time passing a Ferrari’ or ‘as I walked past the donna splendida walking the streets of Monte Carlo’ buy I am going with the stage of Directed Advertising, a new concept by me little old LawLordToBe. So as I was watching a video (not the one in the image below).

You see a car, but you are not sure what kind of a car it is (in this image, the color is a bit of a giveaway), women want to click on the woman on wonder what fashion this is. But Google has the DML expertise to turn any moment on any video into an advertisement and the pop-up gives all kinds of options. That is billions in revenue, optionally it is also a knowledge setting because I know that the building behind it is the Monaco Casino, but no everyone does, and as such any video becomes the starting ground of what call Video Content Analysis (VCA), Video Analytics (VA), or Intelligent Video Analytics (IVA). And all this related to advertisement revenue. There is a need to cull the use of it, because the mainframes of Google will go GoGo at the setting of this, but out could be a setting that in the beginning only those with YouTube Premium will have and that might get a lot more people towards Google Premium.

So Larry, what do you think of this. I reckon that Microsoft with all the copilots and claimed AI settings cannot get near what you could offer, but that is life for them. So as my mind goes all over this again, there is the settings of shops and locations that are stage for this, and with every video that has GPS metadata inserted, It merely becomes easier in the long run. But consider all the videos you already have, it would be the breeding grounds for loads of advertisements (like shops) and that is merely the statical setting. When you get to the next iteration of this, you could scan the car wanted and insert the colours in the brand advertising, allowing for a new level of advertisement branding. Cars make the most sense, but it could be a (motor)cycle as well. Time never stops in this setting.

You simple never know what interesting settings you encounter and DML could make short work of the encounter and merely give you the ups and downs of what you referred to. Well that was it for today, perhaps tomorrow I will look at what the news is bringing, because this morning I got way too much Trump reality (Which is a delusional weirdness) to say the least. 

Have a great day.

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Setting any stage 

I have been thinking of where to put my cerebral hardware. I am not one of those FIFA world cup fans and I get that some are, so whilst the world is looking at where their balls are, I am bound towards the IP I create over the last few days. You see, the other option is to look towards Presidents Trump’s stupidity and I have seen quit enough of that. So whilst he is pissing of what little allies he has, the story about Italian PM Giorgia Meloni is going in completely wrong with the Italian people. So another ally lost to the rough sea of accountability. I understand the setting If I was ‘to beg’ Saudi Mohammed bin Salman Al Saud for a selfie, but even then, the chances are that he might allow for this selfie because it might be another fan. So consider that the Italian PM does not even have that for President Trump, he wasted a massive amount of publicity on what would be his setting whilst it was rejected by the global community right off the bat. So whilst I am watching these Riddikulus (pronounced ri-di-KULL-lis) events, I am casting my boggart banishing charm (just in case these creatures can inhabit the internet). Because at present the truth is a lot weirder than fiction can be and that just now opened up a lore setting for the new gam  had not considered before. 

So as I prefer the design of new IP over the idiotic stage of political non-reality reality. I am drawing a new setting of the nano tech. There is still several stages to work out, but the setting is that I ‘find’ a nano tech station, merely one and from here we see that the balancing act becomes amount versus strength, the introduction gives us that part, a ‘tutoring’ setting of the base station.

The nanotech requires energy, so breeding into a lot is not a good idea, because it decreases over time to back to the beginning of one. So you need a balancing act. The station needs enlarging and it requires additions to power cores, drone management and memory. You get the first two in stage one, the basic station, but over time you will find options to enlarge this. The power cores gives you additional power to create more drones, the memory will enhance their memory management and capturing data and share that data towards all the drones you have and the drone management will hand you more powerful drones. So whilst I still like the Paradroid setting, the first stage gets you the ability to to capture Janitorial, Servant and messenger drones. But beyond that you need more powerful drones. 

The setting enables that when you get the number of drones. By enlarging the chipset, the memory is enlarged, the and by getting the power cores enlarged you will manage more drones. And there needs to be a balancing act, you can go ‘the other way’ but you will find that many low level drones do not give you the added umpf you require, but I want the game to enable you because a gamed which allows you to fail will also allow you to enjoy the benefits of evolving your own game. 

So whilst I was seeking out the drone settings, I came across a stage where a few of the achievements came up. The first was the Inspiration achievement, shots of found games (like Paradroid, Hacker and a few others that shows where the ideas originated. I think that it is good that we recognise where our thoughts came from, optionally also the views on a CBM64 and an Atari 800 to recognise where our games all originated. Then I got (because of the lore stage) the idea to the achievement ‘Anorak the All-Knowing’ which gives you the lore settings and you need to find 25 backstories (there will be a lot more) but finding them all might not be possible. 

So whilst I was wondering on how this happened. The republican party helped out with that setting, as Measles is going rampant in the United States (with the CDC has reported over 2,100 confirmed cases and 30 active outbreaks across more than 40 jurisdictions), so what happens when this goes really bad? And whilst you are in a ‘safe’ space, resources are dwindling down and you find the first nanotechnology station. So whilst we advance to more drones and the core 4 (which will allow for autonomous data capturing) when it crossed with memory 3, which allows all data to be auto collected, because the game other whiles becomes too dreary. The drones will upgrade to views where all doors and ports that are open come green-lit. This enabled another path, places with drone ports can only allow Janitorial, Servant and messenger drones. The next ‘phase’ requires Maintenance, Crew and Sentinel drones to use the front door, so will all other drinks, but they are the next stage is for Battle, Security and Command drones but they are deeper into the setting of government and official places. So whilst we have something going, there is the larger need for a game to be repayable and when you get the override of a Command done, you find the option to get to another city or base and it opens up several other options. So from a simple building (like the northeast Bronx, Co-op City, Bronx is the largest housing cooperative in the world Co-op City, the world’s largest housing cooperative in the Bronx. And this is a great start, because it is not some flashy setting, it allows for a whole’s lot of original lore and the I what we are after, so when we get to this setting, for those who love the game, the Command drone could open up a stage that opens up the New Century Global Center (Chengdu), where we get a a staggering 1.76 million square meters. That’s just for starters, the idea to get a government building like the Pentagon mapped out is nice, but too flashy. To get some level of a conspiracy theory in place, we need to look at other places, like (for example) the Karl-Marx-Hof in Vienna, Austria. Stretching over 1,100 meters long, this historical social housing project was built in the late 1920s and originally housed more than 5,000 residents. There is always the chance that it houses a few survivors and gives us the larger setting for more exploration and optionally a larger stage to get a surviver setting in place. The last few things are top of mind thinking, but lets face it, we have seen enough conspiracy yanks to last us a lifetime, so we look in the direction of Europe as one example, optionally the idea of mapping out the Line (NEOM) is a nice setting and it might not have ben completed at present, or in the story, but a location that big, allows for a lot of directions to get us in. And my mind is still forever voyaging into gaming solutions (a nice pun even if I say so myself) and I am not done yet, but with the other two parts (see over the last week) the game comes across nicely and considering that Microsoft hasn’t produced a original IP game for quite some time, my work is standing out nicely. So you all have a great day and who knows we get another Trump story like to one NPR gave us 15 hours ago ‘Italy’s Meloni, once Trump’s closest ally in Europe, says he made up a story about her’, I cannot vouch either way, because I was not there, but the crumbles are all on the floor, time for me to call for a 123 disposal droid and get rid of the crumbles. It’s only nice that someone cleans the stage we all fin ourselves in and call for the 629 sentinel droid to get rid of irregularities. N’est-ce pas?

Have a great day all, I feel happy and creative this day, almost time for a nice plate of pasta, Giorgia Meloni put me up to that. (In truth pasta was planned, so I might just blame her for this too)

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