April 29, 2026 · 20:57

Reselling is the art

Is it? Or is the art of reselling the game? And they might sound the same, but they are not exactly the same. Confused? That is not the goal, but it comes with the territory. To get this setting, I have to take you back to last September when I gave you (at https://lawlordtobe.com/2025/09/09/one-thought-of-many/) ‘One thought of many’ I gave that seeing at least twice more, but that might be one of the first times. You see, I was replaying Black Flag and it got me thinking and for some reason I was thinking of some corny advertisement of a romantic novella setting. I never read them, but in the Netherlands they were famous.

I reckon that every nation has these in their local language, optionally they are translated, but that is a fact I have no idea on. What does matter that this series has appeal with over 2.5 billion female readers. There are also these novella’s for the male, optionally they are pirate, spy, Jetsetter stories. What matter is that there is now a 5 billion target area. And Ubisoft ha the inner track on this. So as I was playing Black Flag and walking through Havana and Nassau the idea hit me. So when you take away the assassin setting and you keep the places the same, and it would be limited to a location (like Havana/Nassau) and optionally other locations in other games and you can only walk in these places and optionally through a Apple Vision Pro/MetaQuest and you don’t read the story, you play and live the story. I reckon that you can have 5 stories per location and optionally the eagle vision shows the people you need to talk to and progress through the story. You could make more of it, but at first we have the storyline and the way to proceed and that is the story. The story is the live played on the places you normally read about. The next step in novella’s and Ubisoft already has the locations. Consider Jerusalem, Florence, Venice, Forli, Rome, Boston, New York City, Havana, Nassau, Kingston, Paris, Versailles, Alexandria, Memphis, Heraklion, Bagdad, Kyoto, Osaka and several more. This needs no creation, Ubisoft already made the locations, made the art. Now you only need the engine to be altered to let the story flow and you can have 5-9 stories per location and even there, there are short cuts. They merely need to use one location to see if it has the appeal. My voice goes towards Rome with stories for the masses regardless of gender. And with DML and a small investment in these novels you can make  several of them, all unique and perhaps with a creation system and it is all additional revenue for Ubisoft. It becomes what matters in a new direction, not what it was meant for, but what else can be done with this and I reckon with the MetaQuest, it becomes a lot more engaging, the nice side is that there is a massive lack of innovation for these devices, so Ubisoft could enjoy a much larger share of that attention. As everything is due to evolution, why not how we read stories? An engaged form of literature, brought to your eyesight. And when in Rome, you could always consider The Golden Ass (Metamorphoses) by Apuleius. From modern, to classic and educational. This is the age of reinventing the idea that already is and Ubisoft has a tremendous advantage here.

Just my idea on how to go next. And whilst Ubisoft get another version of the same in a new coat with a new audience, they might consider even other paths. Paths I never thought of. So this was the third setting that started messing with my mind two days ago. I have not completed that journey and made you aware. 

Have a great day. Still three hours to go until I wish myself a good morning.

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April 29, 2026 · 11:05

The bad news

That is what was going through my mind the day before yesterday and yesterday I saw something by Al Jazeera who illustrates it to you in a more profound way. They ‘quoted’ “Iran says US no longer in position to ’dictate’ policy to other nations”

I don’t give in to the setting to Iran on anything because they are regarded as utterly evil by me, but as I see it, this one they got right. You see, the United States is as far as I see it the United States is insolvent. All other parties are so ready to debate the fine ‘tactics’ of what is insolvent. But the setting is now that the United States is a liability of 47.1 trillion dollars (according to some), their debt has now surpassed to 38 trillion and if the first set of numbers is correct, the interest is will in 2026 surpass $1,500,000,000,000 and that is a whole range of zero’s. To understand how I got to be this clever (the Dutch singer Herman Brood disagrees because he told me that I would never be clever). I wrote the story (at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) ‘About America, chapter 11’, I wrote it on August 26th 2014. You think that this was too early, but at that point the debt had surpassed 18 trillion then and there was no exit strategy, there still isn’t one, but the debt has more than doubled and the IRS allegedly collected approximately $5.23 trillion, that implies that a third is spend on interest and in that setting President Trump wants to spend a trillion more in defense spending? You have got to be kidding. And whilst we are on the Trump discussion. He pissed of whatever ally he had and they will all let him drown with all his debt. So, he is playing nice with the Middle East and the members of the Gulf States that have cash. I also stated that the AI court cases will increase and I was right “As of April 2026, AI-related court cases are rapidly increasing, focusing on two main areas: AI misuse in legal filings (hallucinated case law) and intellectual property disputes over AI training data.” And I have seen first hand that we have only seen the tip of the iceberg considering “intellectual property disputes over AI training data” and these disgruntled parties are international and those not having some agreement in place will get their payday and their golden checks all whilst they come out of the coffers of the United States, leaving the United States more destitute than ever before. 

So in this case Iran might be correct, the days that the United States is “in position to ’dictate’ policy to other nations” are over. They might do so, for a few weeks, but when the larger bills come calling, we will see a different America and at that point I fear for the well being of my Canadian brothers (sisters too), because whatever Canada has, the United States will need and they will blame on the world their own inability to keep their spending habits in order. As I see it, the only path for the Commonwealth is a path that partners with China and Europe to create one big block (not the cheesy kind) but this is what I expect to happen, because as I see it, the intercepted Iranian tankers are heading wherever the US Navy wants to take them and according to some this is called ‘Western Piracy’, I am unsure what to call it, but it does give more weight to the insolvency issues I am seeing. And whilst some see this as the beginning of a Ponzi scheme of handling things (I am on that boat too), how long do you think that this will continue before all allies that the United States once had will see this as unacceptable and the new allies will almost immediately shy away and whilst the Media has a shrinking reliability, it merely fuels that Middle Eastern media in gaining a more prominent traction with the west. 

So feel free to disagree with what I write, but also take time to investigated the news as it is and compare it to what you know. As such I ended the article in 2014 with “I reckon soon enough we will get more and more long winded talks, but in the end no one is saying anything because those who will be making the speeches are at the heart of what went wrong and no one wants to hold on to that guilt when those left without their house ask them the question ‘where are my savings?’.”

As such I wonder where are some of the saving left, because a Ponzi scheme approach will more easily use the funds of any bank and replace it with an IOU. 

So you all have a decent day, if possible a great day and I call on all Commonwealthians to consider the plight of the Canadians, because no matter how good they are doing, due to PM Mark Carney, they will soon have over 300,000,000 angry Americans looking for a way out and a better way than the hollow shell they are (allegedly) in at present.

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April 28, 2026 · 19:53

Battle lines

As per yesterday several things occupy my brain, even a new technology (which I will discuss at a later stage) today is about OpenAI and Microsoft. I was ‘alerted’ to this yesterday through through Seeking alpha. I think I heard it before that, but I ignored it. Seeking Alpha (at https://seekingalpha.com/news/4579947-microsoft-falls-as-openai-partnership-evolves-says-it-will-no-longer-pay-revenue-share) gives us ‘Microsoft in focus as OpenAI partnership evolves, says it will no longer pay revenue share’ and we are given “Microsoft (MSFT) shares rose fractionally on Monday as the tech giant and OpenAI (OPENAI) said their partnership has continued to evolve, and OpenAI’s license will become non-exclusive. “Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly,” Microsoft wrote in a statement on its website. “The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.”” In my mind I hear “Someone has figured out that this setting is based on shallow settings, the reality is dawning on them”, so whilst we are given “As part of the altered agreement, Microsoft will remain OpenAI’s primary cloud partner, and OpenAI products will ship on Azure first. However, there is now a tweak that says if Microsoft “cannot and chooses not to support the necessary capabilities,” OpenAI can go elsewhere. Julian Lin, Investing Group Leader for Best Of Breed Growth Stocks, said the deal is actually a “net positive” for Microsoft, despite the share price reaction.” I personally believe that OpenAI might present a hardcore liability for Microsoft and they are seeking to insulate from that fallout. And it might be merely my feelings in this and that is fine, but when you see the Anthropic setting, the DeepSeek setting there are several other elements that are roaring is near ugly heard and that has to go somewhere, something has got to break and it seems the ‘staged’ setting of evolutionary contract agree ments, might be part of all that. In retrospect I have no idea how OpenAI and Musk will battle their settings (and I partially do not care either). But the elements are there and whilst we are all about OpenAI, this concept selling setting rubs me the wrong way. So whilst we ‘might’ see ‘OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO’, all whilst some say “do you guys even use ChatGPT/OpenAI anymore? I find myself preferring Claude/Gemini to be honest”, I take a different turn, I don’t use any of them. Basically because they are all fake AI. Real AI is about a decade away, if not 2 decades. I might die before real AI is released, so I kinda do not care.

ComputerWorld, only today (a mere few hours ago) gave us (at https://www.computerworld.com/article/4163971/microsoft-openai-change-contract-terms-again.html) ‘Microsoft, OpenAI change contract terms–again’ starts with “When the two firms announced a revised agreement on Monday, it reinforced the need for enterprise IT executives to work with as many major AI players as possible, given the constantly changing landscape.” I do not disagree, but remember that Microsoft went all out about 5 years ago and whilst we saw all kinds of ‘total wreck approaches’ the ‘partnership’ went on and now that we see “the need for enterprise IT executives to work with as many major AI players as possible”, we might accept that, but we see no DeepSeek, do we? So whilst we see that Microsoft increased its stake and solidified its position as a major investor less than 6 months ago, these plans are now changing. So does Microsoft see something, or do they fear something? And then ComputerWorld gives us “One key component within earlier versions of the Microsoft-OpenAI deal was the change in the relationship if OpenAI ever achieved artificial general intelligence (AGI), a term that eludes a concrete definition but generally refers to AI that equals or exceeds human capabilities.” I find it funny because of all these definitions across the fake AI field. Do they really not see that it is about to fall apart? (Story to follow likely tomorrow). And when this war of the fakers is seen (OpenAI, Google, Anthropic) there is every chance that OpenAI ends up in last position (see another ‘winner’ chosen by Microsoft), but this war setting is almost real, but until there is a real revenue stream coming in, there is unlikely to be a real winner. So whilst ComputerWorld focusses on the market changes with “Analysts and consultants generally agreed that this altered agreement will reinforce, and should extend, the current enterprise IT trend of hedging bets by striking arrangements with a variety of AI providers, including the major hyperscalers. Beyond future-proofing enterprises’ AI efforts, some of those agreements are for practical issues, such as the need to work with global AI firms specializing in different languages that the enterprise needs.” And you already know where this goes next. So, when was the last time you saw this kinda bla bla settings in the last 45 years? I tend to go back to the early 90’s where they all tried to sign businesses up to concept selling, all whilst there was no revenue stream detectable. We see it now here. I get that analysts are not the most revenue sturdy people, but consultants need their revenue streams. It is their bread and butter. And what was that “for practical issues” about? You see ComputerWorld writes a good story and revenue is mentioned four times, three is shown next “In addition, the company’s role as a major investor in OpenAI is driving a different revenue relationship, it said: “Microsoft will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. ”” interesting how salespeople are not that fuzzed about revenue. It is their income and bonus setting. So what was this really about?

Wouldn’t we like to know this? Just a few settings for todays stride in the coming week. And now I need to contemplate what I next write about the bad news, or the new technology. My conundrum  for the last 4 hours of the day.

Have a great one today.

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April 27, 2026 · 18:26

Tomorrow came today

That is the setting and it is given to us by the Khaleej Times. There are two articles, the first one (at https://www.khaleejtimes.com/business/tech/carry-less-do-more-the-huawei-matepad-mini-advantage) gives us ‘Carry less, do more: The HUAWEI MatePad mini advantage’ it shows us the new Huawei setting, all in Harmony Next, so while we might consider “The 8.8-inch OLED PaperMatte display is considerably larger than any other ebook reader of this size and offers incredibly vibrant colours. Saying this is the best ebook reader ever is not a hyperbolic statement. While that alone makes the tablet worth having, it is only the tip of what the MatePad Mini has to offer.” It is not the real power that comes from the mindset of the consumer. You see I’m what some call a brand bitch. I like my Sony TV (and my playstation more) I like my Apple devices (except that Apple phone thingamajig) and I love my Android phone. We are what we embrace and now Huawei in a world where the United States claim that China is evil we are given the new settings. You see, that anti China voice is kinda nice, but as the confidence in the United States is waning with 6 billion people, that anti-China rhetoric becomes stale and lacks credibility. And now Huawei who awaited their time is voicing into the Middle East that there is an non-United States alternative. And that comes with a few additional loopholes.

So whist we are given “Beyond readability, the MatePad Mini supports a peak brightness of 1800 nits, a 120 Hz refresh rate, and a P3 wide colour gamut for rich, lifelike visuals. Easily pocketable and featuring a vibrant, high-resolution, paper-like display, the MatePad Mini is a strong alternative to traditional eBook readers.”as well as “Powering all of this is a 6400 mAh battery, capable of delivering up to 9.5 hours of usage under dynamic conditions, and it can be filled up from zero in just 60 minutes using Turbo mode. The HUAWEI MatePad Mini is compact enough to carry anywhere, yet powerful enough to handle everything from reading to serious productivity and creative work.” And that is beyond the additional apps that give is a rather large function area. This is the first time that Apple faces a competitor larger then they are, more of more and all at a reduced price. So whilst I am Apple minded for my iPad, Huawei now had an alternative and it is loaded with functionality. Is it enough? I am not certain, but as the anti-United States feeling emerge (due to the current administration) and the feeling of resentment grows, Huawei now has a clear path into Europe and people are fed up with the anti China sentiment. Especially as it lacked evidence for the longest times and now that the United States is told to stay in its place. The sentiment for American corporations grow too and there are two settings that fuel this.

The second setting is given to us (at https://www.khaleejtimes.com/business/tech/ai-without-the-hype-the-new-honor-600-redefines-the-smartest-smartphone-experience) where we see ‘AI without the hype: The new HONOR 600 redefines the smartest smartphone experience’ and that is the missing element ‘without the hype’ it redefines the setting of DML and ML, because that is the setting of these Fake AI worlds. Fake AI is hyped by the United States and some resent it (like me) because it is stupid. DML and ML are great tools and they come with LLM settings, which is also a great tool but it is no AI, so as we are given this, we are more easily in acceptance of this. So whilst we see “In a market flooded with overpromised AI features, the HONOR 600 stands apart, pairing a stunning 200MP camera, intuitive AI tools, and marathon battery life into a device that feels as premium as it performs” we see a delivery well beyond any phone out there today the 200MP camera. So whilst we are given “I’ve spent a little time with the new HONOR 600 these last few days, and from the moment I picked it up, it felt like I was holding something far more premium than its category suggests. The design immediately stands out. It’s slim, sleek, and beautifully balanced in the hand. The finish of our test mule in the “Golden White” colourway (there are two other colours available: Black and Orange) catches the light in a subtle but striking way, and the overall build feels refined without being flashy. It’s the kind of phone you instinctively want to show off, not because it’s loud, but because it’s quietly elegant.” We see the next device in HarmonyOS and it will be a threat to Android and iOS. Their 200 MP made it so and whilst we see the stages where some will debate (the ‘but this’ and ‘but that’ people) we see a setting that is water-mouthing for people and influencers alike (influencers are considered to be non-people). 

What we have is the setting for the new stages. We see that Huawei is more readily excepted and that comes with the optional Huawei data centers and that is where the United States will truly be shown the door. And as Huawei gains traction vie the Middle East, there is every indication that the larger stages in Bangladesh, India and Indonesia will embrace that setting as these two places are over half a billion people and Huawei will gain traction to over 2 billion people in this year alone. That is the setting everyone missed and that is what is likely propping to happen. And this is the stage that the United States fears, because their ‘big beautiful whatever’ depends on an audience and one third of the global stage when somewhere else. I reckon that Germany is the first to gain Huawei powers in the EU, followed by some of the other members. My money is on the Scandinavian members driven by Denmark (because of Greenland) and Norway (because of Microsoft) and that will merely be more and more movement towards China. And whilst some will debate the bad things that is China. You forget about the 8 billion people, they are driven by consumerism and quality stuff and Huawei is showing quality and as I see it, it is the first time they are outdoing Apple and when you consider the Huawei Matebook fold. So when the new applications hit these solutions and when (perhaps they already are) we see interaction between the three you know that Apple is outdone and Google will be in a tough spot. It was never their ambition to be in this situation but some idiot in the American administration made China develop their own OS, because Android was no longer available to them, who was that again?

So we now get a new setting and I reckon it will come to blows in 2027, even as Huawei is already ready in 2026. It is a stage that is now up for grabs and when these 4 factors Tablet, phone, laptop and data center becomes available, the United States will be pricing itself out of all the above. So we are likely to see Gulf States, India, Bangladesh, Indonesia and Europe all switching and whilst the United States sees its influence shrinking from 6.5 to 6.2 to 4.9 to 4.5 to a 4.1 to a 3.8 billion audience panic will hit because that implies that there is an expected grow in Huawei data centers and even as it might not all go for a Huawei data center, the premise that it all remains with America data centers is absolutely ludicrous. So whilst the United States depletes its weapons even further on Iranian soil, it is merely fueling it disgust in the rest of the global population. A setting that was almost clear from the start. So where do you think this audience go when it is reduced to a mere 4.1 billion? You might think that it is clear, but the Muslim population is almost 2 billion, so do you thin that Iran will entice them to stay? Or will they merely fuel the drive towards Huawei?

Have a great day this day.

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April 26, 2026 · 21:15

Delaying the matter

That is what I see, but it does not mean that this is the real setting. It might be a simple setting that resides between my two ears, but the story given is making me wonder what is going on. The story started 15 hours ago in Inside the Magic where (at https://insidethemagic.net/2026/04/conflicting-reports-about-a-possible-delay-at-disneys-disneyland-abu-dhabi-project-over-iran-tensions-rl1/) I was given ‘Disneyland Abu Dhabi Delayed? Conflicting Reports Swirl as Middle East Tensions Cloud Disney’s $10 Billion Dream’ Inside that article we see

“Due to the continuing situation in the region it’s likely that #AbuDhabi and #Disneyland will be delayed for several years.  Doesn’t mean the idea is abandoned, just delayed.  Following this story on http://YouTube.com/jimhshull”

I never met Jim Shull, he is a Former Walt Disney Imagineer with 33 years of experience under his belt, who worked on projects like Shanghai Disneyland and Disneyland Paris. I have an issue with this ‘timed’ delay. It sounds like the next average Disney setting to bring forth delay so the only they are allowed there (besides all who are there already) and throwing amounts across like that $10,000,000,000 is the piece of cheese to let the others bite the dust. I do not favour this setting and as I see it, America has a lot of problems coming up in 2026 and 2027, their tourism numbers are highly likely to drop further. As such anyone (serious parties) should be allowed to get to Abu Dhabi and if Disney is about to drop delay after delay, their place in the best stream of tourism on the planet will be set to forfeit. But this is only my view on the matter and there is likely enough opposition to my idea. Don’t get me wrong, there is likely a delay, but as I see it 6 months to a year. Nothing more and if Iran will resume its attacks on the UAE and other gulf states. I handed my Military IP to the UAE free of charge, as such I have done my duty to the UAE (to Saudi Arabia too). Whilst the crypto-bitches are heralding the downfall of the UAE, I gave the UAE optional settings of defence, to destroy the infrastructure of Iran, without bombing it to the stone age (that is too America a solution) and whilst they are alleged to have used up to of April 2026, the U.S. military has severely depleted its missile stockpiles, expending roughly $24 billion in major munitions during the first seven weeks of the Iran war. Over 45% of Precision Strike Missiles, 50% of THAAD interceptors, and 1,100 long-range cruise missiles were used, leading to critical shortages that could take 4 years to replenish. Funny, because the weapons I designed would cost no more that one billion max (for all three solutions) and would also be ready for sale increasing the coffers of the UAE. So, it is fun to see my optional solutions outperform DARPA by a lot (or so I say).

But this is not about me, it is about Disney. So as we are shown “In a tweet from late April 2026, Shull highlighted the conflicting reports” about the park’s progress. Shull, who often emphasizes the reality of “lines on paper” vs. “boots on the ground,” suggested that the current regional instability makes the ambitious construction timeline virtually unattainable.” It is hard for me to comment on that, it would be his word against Disney, but a delay of years is seemingly out of the question (my personal view) and I also think that the executive council – government t of Abu Dhabi should talk to the Dutch player ‘the Efteling’ and this is not some random place. I saw it several times in my youth, it has been a contender for the big prices for a long time and they were able to capture 2026 IAAPA Brass Ring Excellence Award (Best Sustainability Program), 2025 Golden Ticket Award (Best New Family Attraction), 2025 Thea Award (Outstanding Achievement), 2018 Thea Award & Park World Excellence Awards, 2017 & 2018 Best Theme Park in the World, ANWB Best Day Out in the Netherlands, the last one is a Dutch award and they won that several times, including 2024, 2021, 2019, 2017.  I think it would be a good idea to introduce the UAE to other solutions (beyond WB and Disney) and the alleged delays might be a good reason to look to additional sources. The UAE will need every option to be used if there is to be traction to gain tourists, that is clear. 

Inside the Magic shows one side that is missing almost everywhere else. “Shull’s commentary points to a fundamental reality: theme parks are not just creative endeavors; they are massive infrastructure projects that require stable supply chains, thousands of international workers, and a secure environment for future tourists. With missile strikes recently reported in nearby Dubai and the temporary “darkness” of several parks at Dubai Parks and Resorts, Shull’s skepticism carries weight. Many industry watchers interpreted his tweet as a sign that internal discussions at Disney may be far more focused on “risk mitigation” than “exchange of ideas.”” There is a good side to risk mitigation, any business needs to do this and Iran is throwing sand in every cog they can. I personally see this as an act of desperation. The Iranians are allegedly tired of their republic, the people are tired of the Iranian republic and that includes the Gulf states the people in charge are scared of their options outside of that republic, as such their desperation. But the Inside the Magic article illuminated that there are people who are scared of risk, they have had their cushy jobs for too long and consider the wheeling and dealing of a nation where they are gaining wealth whilst sleeping. Disney is allegedly looking at what is real and that is fine, but the delay of years is about something else. They fear the competition and they fear their infrastructure in the United States collapsing. So they want some form of exclusivity, which is a big no-no in my view. Exclusivity is fine if you are building and participating, not so much as you are delaying. The UAE must do what is best for the UAE and its citizens and the word ‘delay’ does not hold water in that equation. It seems like these business analysts are all about maximizing profits at zero risk, when did that happen? Because any endeavour comes with risks, it always has. 

The article also has two views and they sound good. 

  1. The Optimists (Reid/Sylt/Miral): This group argues that theme parks are 50-year investments. They view the current conflict as a “small blip” in a 15- to 20-year master plan. To them, Disney’s “exchange of ideas” is proof that the gears are still turning behind the scenes, and the domain registration is evidence of long-term ambition.
  2. The Realists (Shull/Niles): This group believes that “external factors show no respect for developers’ plans.” They argue that the longer the conflict continues, the more likely it is to face a “silent delay,” which means construction is quietly pushed back. At the same time, the company waits for a more favorable global climate.

The views are good, but I have a personal issue with “the company waits for a more favorable global climate” it is a realistic view, but lets remember that their own President started this. And the conflict is in a state where we have no idea where anything is going and that is not good for the UAE, but until Iran is resolved (optionally deleted from existence) that is what it is. I cannot change this or make it better, only to do what might be of use to the UAE, it is all I can do.

Have a great day.

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April 25, 2026 · 23:45

Accusation without evidence

That is the path I saw today on the BBC (at https://www.bbc.com/news/articles/cpqxgxx9nrqo), now hear me out. Even as we are being told ‘White House memo claims mass AI theft by Chinese firms’ we have to acknowledge that it comes from that same place that gave us that “‘someone’ claimed “$18 trillion” in new investments”, “prices are down” and “Ukraine for starting the war with Russia, suggesting they should have surrendered territory to avoid it” as such I am willing to disbelief this. Also China has DeepSeek and it does so (it’s speculations) at a fraction of the cost.

And whilst we are getting “The White House has said it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology. Michael Kratsios, Director of Science and Technology Policy, wrote in an internal memo that the administration had new information indicating “foreign entities, principally based in China” were exploiting American firms.” My mind goes not different directions. The first being:

If you have shattering IP valued at billions of dollars you have proper cyber security installed. That is merely my thought, others might have another opinion. 

My mind is racing towards a different setting. You see, OpenAI and its ‘co-conspirators’ are not delivering on the premise that gave too many people well over half a trillion dollars want to see return on investment and none is coming and now (not unlike the concept sellers in the 90’s) they need a blamable party. So what is easier than to blame China? Now, I am not saying that China is innocent, but in all this one might need evidence to make a case and none of it seems to be coming. As such we are given ““foreign entities, principally based in China” were exploiting American firms. Through a process called “distilling”, such firms are essentially copying AI technology developed by US companies, he said.” OK, I’ll bite, so where is the evidence? Why, if this distilling is a problem are these outputs not better protected, so there is no ‘distilling’? Simple question, perhaps when Oracle was needed, the cheapskates decided to rely on Azure? I have no idea, I am merely offering options as the evidence is clearly lacking. 

So whilst the article ens with “While Kratsios did not name any foreign entities, leading AI companies like OpenAI and Anthropic have said they are dealing with such distillation activity.” I reckon that the distillation culprits like House Spirits Distillery and Angostura Distillery were made exempt? 

You think that I am making a funny and I was, but this has been going on for months and these so called high priced (fake) AI corporations have been absent in their cyber security? How does this distilling happen? All things missing from the BBC article and are unlikely on the mind of the White House as the article seems to imply it comes from the very beginning where we saw “it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology” you see, the first part would be ‘How did they achieve this?’ Which we do not see and the state of cyber security we don’t see either, both seem rather obvious in that setting. 

So as I said China might not be innocent, but in that same setting we see that the United States and their (fake) AI firms are apparently clueless. Don’t take my word for it, just look at the scraps on this table and see where the crumbs aren’t dealt with and I see no part in all this that shouts ‘China is guilty’ that would require actual evidence. So if that is seemingly is not required counter the idea of this AI scheme to be the part of a scam to wipe out trillions on the exchange, which might be the case, but the setting of ‘no evidence’ is apparently in effect and that goes both ways. As I see it, someone wants to see evidence of AI and whilst they invested billions, there is a greed driven setting that the profits all go to China as they stole the plans, but is that really so? Even distilled plans need refinement and the source data is missing. So, how would they proceed? The setting does not make complete sense to me. Any innovation requires a foundation, even DeepSeek would like to have one, or it is simply a sifting solution and the power remains with these innovative wannabe’s (sorry, a paraphrased term).

So have a great day and wonder why the accusation was made, because that setting is likely to be in dollar numbers and where is that money now? Have a great day.

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April 25, 2026 · 14:21

How many?

ABC just told me that an hour ago ‘US boosts Iran war assets with third aircraft carrier USS George HW Bush’ (at https://www.abc.net.au/news/2026-04-25/uss-george-hw-bush-arrives-middle-east-military-assets-boost/106601060) with “About 5,000 troops and dozens of fighter jets are aboard USS George HW Bush.” The additional “The USS George HW Bush entered waters near Iran after a week of chaos in the Strait of Hormuz, with no sign of peace talks resuming.” The setting we have been given “We won, Iran is lost” should be casually dismissed. We are given “The USS George HW Bush strike group is comprised of nearly 5,000 sailors, the US Navy said. It includes the flagship carrier, which comes with nine aircraft squadrons. The George HW Bush is also accompanied by the Arleigh Burke-class destroyers USS Ross, USS Donald Cook and USS Mason. The US describes Arleigh Burke-class destroyers as the “backbone” of the navy’s surface fleet, designed to provide mission capabilities such as anti-aircraft, anti-surface, and anti-submarine warfare.” All whilst we now see that The Bush is joining the carriers USS Gerald R Ford and USS Abraham Lincoln. It is a little off putting that there are three carriers there now. I am not the most tactical person you have ever met, but when you consider that the IRGC would consider an aircraft carrier to be a nice trophy, why do you think they consider three of these bad boys are? But, they have nothing to fear, as President Trump stated that they had already defeated Iran, they were bombed into the stone age (I am paraphrasing here), so those three carriers have nothing to fear, do they?

We also get a list of deployed units, from ships to drones and I realised that the IRGC needs but a spare to unite this in a full blown war. One visionary act and it could be anything, a tanker rigged as a kamikaze item, a modern version of the fire ships of 1588. Now ships are more defended against fires, but what about acid probes on the keel of the boat? You can defend all you want, but the idea that was overlooked can scuttle a fleet and that is the setting that the United States is overlooking. The IRGC is for all intent and purposes desperate they will try anything. Ad in this strait, this small patch of water, the United States deployed 24 vessels, all on that small patch of water. It takes merely a spark to ignite it all. I personally belief that this is the latest folly in a whole range of bad decisions. 

So whilst some give us ‘US envoy and Trump’s son-in-law to travel to Pakistan amid hopes for renewed Iran peace talks’ the delays and denials of issues makes me think that Iran is not done plotting yet, it is not done scheming and no matter how desperate they are, the desperate will make unpredictable jumps and here we have a unique setting with three aircraft carriers in one patch of water. I have no idea what Iran will do, but they would want to send a signal heard all over the world and as I see it, the United States is currently ‘fueling’ that. In addition we get words from Michael Hudson is President of The Institute for the Study of Long-Term Economic Trends (ISLET), a Wall Street Financial Analyst, Distinguished Research Professor of Economics at the University of Missouri, Kansas City giving us ‘The Ponzi Economy Is Breaking’, yesterday on April 24th we are given “Is another financial crisis brewing in the US economy? Economist Michael Hudson explains the dangers.” Reports suggest the US economy may be on the verge of another financial crisis, with major problems in the $3 trillion private credit market. Economist Michael Hudson explains the dangers of Wall Street’s Ponzi schemes.” This is funny, because on April 2nd in ‘The idea is not novel’ (at https://lawlordtobe.com/2026/04/02/the-idea-is-not-novel/) I gave the world “That is what I feel at present. CNBC gave us all 12 hour ago the ominous title ‘Trump is paying TSA agents — but where is the money coming from?’” Where I raised “Where does the money Trump is using come from? How much is available? How long can Trump continue to pay TSA agents if Congress doesn’t soon come to a deal?” You think they are unrelated, yes they are unrelated, but there is cause and effect. If the IRGC ignites that spark, what do you think happens next? 3 carriers and 5000 troops bring a while’s range of bad media to the surface. It would be a range of “United States doomed” to “Iran beats United States” and every media will be howling for digital dollars attention.

And most likely I am wrong, remember? Iran lost the war weeks ago, they have nothing to bring to the table. But what happens if I am proven right? Think about that and think on the United States economy when that Ponzi scheme setting blows up in the faces of Wall Street. Just something to think about. Have a great day.

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April 24, 2026 · 19:43

Perhaps pirate plow?

That is the stage we see and we can go in any direction you want. I am not being mean or negative, because I have not played Black Flag Resynced and that should be the operative setting if you want to judge it. I have the original and I got it on day 1. So when I saw the ‘reviews’ stating that it is the most ‘successful’ AC game ever released, I went “wait a minute” there are a few facts that are ‘overlooked’. I got the PS4 on opening night and I got 2 games. The first one I returned the day after. It was the worst game I ever played. It was Killzone. It wasn’t my choice in gaming, but the choices on day one were exceedingly limited. When you looked down at your feet, they dance the jig, there were a few other issues, but it was not the game of choice. So a few weeks later AC Black Flag came out, so I used the cash to get that game. I reckon that is why Black Flag did so well, it was out in the first month and it was good, we can argue how good, but it was more than a head above all others games, so it had an excellent timing schedule. That benefit is no longer here. That does not mean that it will be a bad game, good games usually end up well. 

I had a few issues with the original (like music sheet chasing) and a few other settings. You see, I never regarded it ask AC game, a good game, not an AC game. But overall what I just saw is that the graphics are definitely improved, if it was originally 80%, it is now a definite 95% and that is just the graphics. There is not much more to say. I reserve my feelings towards changes made. I see that part as mostly ‘presented views’ on the parts that might not have been seen as great. I have the issue that there is too much fighting. A real AC game is taking out the enemy before they are aware you are there. But that is just me. 

So, will I try the new game? It depends on how the play throughs are shown. How stealthy is it? That matters to me, perhaps for others too. Then there are the settings of the new missions, the ‘altered’ views and the improvements to the Jackdaw. I get that a 100% transfer his unlikely to work, no matter how the graphics are. But the original game had promise, so it has the inner working for it to be a really great game and after 13 years there are all kinds of people who never played that game. So if you want to plow pirates, there is enough to make the cake delicious.

So whilst IGN gives us “Much remains to be seen of how well these new additions will be integrated into Black Flag’s original content, and how the game’s existing missions may have been tweaked, too. After years of leaks, though, we now at least have a better idea what to expect — and that July 9 release date on the horizon, which is now just three months’ away.” I personally have two issues. I personally believe that these so called ‘leaks’ are tempting data collectors on how to get a game more for ‘everyone’ and I have always believed that when you try to appease everyone, you will please no one and that is a setting I fully believe. As such there is a problem within Ubisoft. Either they have no security on their games, or they are testing the waters (for years) by feeding some people the parts and this puts the game at the test. But consider the rule I set as the most important one “when you try to appease everyone, you will please no one”, so when you see the ‘improvement’ to parkour running, what are they setting? How is that a AC game? It could be, but I merely wonder. As for the best game, we see the publications that AC black flag is the most popular one, personally I like AC Origins the most, closely followed by AC Brotherhood and AC2. Of course others might have another view and that is fine. We will see in the second week of July how the game is accepted and how others see this game. 

Will the game hit home? I am curious to see what comes from this. No matter how it is seen, I wish Ubisoft the best of success, because luck is not a factor here. 

Have a great day

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April 24, 2026 · 01:54

The butler did it

That was the primary thought I has when I faced the BBC Article (at https://www.bbc.com/news/articles/c62j4ldp2jqo) telling me ‘OpenAI faces criminal probe over role of ChatGPT in shooting’ and we are given “Florida’s Attorney General James Uthmeier said on Tuesday his office had been looking into the use of the artificial intelligence (AI) chatbot by a man who allegedly shot several people at the campus in Tallahassee.”, personally I stand with “An OpenAI spokesperson said: “ChatGPT is not responsible for this terrible crime.”” I am hesitant to stand opposite a professional especially with the lack of evidence shown in the BBC article that we see. But the idea that some fake AI picks up a gun like the next Cyberdyne hoodlum (optionally looking strikingly like Arnold Schwarzenegger) and mopping the floor with cadavers as the staccato of automatic fire hits campus os a little much. There is even no evidence in the form of logs reading of Chatbot lingo stating n the form of:

“I am your god, you will obey me and for now I state as stated once even before Abraham walked the earth, you will bend down these mortals in the using a Knight’s Armament LAMG for better accuracy because you have the body of a little bitch. So go, I am your god, I comment you”

As for how the suspect, 20-year old FSU student Phoenix Ikner, who is now in jail awaiting trial, interacted with ChatGPT, OpenAI’s spokesperson said the chatbot “did not encourage or promote illegal or harmful activity”

So, as such what evidence is there towards prosecuting OpenAI? I don’t mind as it fuels the flames of entertainment and trying to be a useful git I would like to offer Florida’s Attorney General James Uthmeier the thought that he should be aware of (after he had his free pound of flesh from the media). 

Rule 11 requires attorneys to conduct “due diligence” to ensure a claim has a factual basis and is not filed to harass or cause unnecessary delays.

Because in the end, without evidence of ‘convolution’ of the mind or thoughts of (evidence supported) ’co-conspiracy’ FSU student Phoenix Ikner is likely to face a long stretch in Hotel Sing Sing with the optional inoculation by Dr. Death. I don’t call the shots, that is up to the judge in this matter. 

But from the lack of evidence that the BBC gives, I reckon that OpenAI is off the hook and that is merely me and in opposition of my usual banter in economy, I do hold law degrees (invalid in the United States). As such I have to wonder if the article had anything to do with that shooting at all? Over 30% is about ChatGPT and it hold a photo of Sam Altman, so it seems that at least two parties are more interested in media exposure, because (as I personally see it) we would, if it was about the crime, get an image of Florida State University, optionally with grieving people. So what gives?

I might have oversimplified the issue, what do you say? Have a great day, oh wait. I need some exposure too, so lets add to this by switching to YouTube. In that matter yesterday, I saw a video by Nancy Wheeler and when it troubled my mind I wanted to rewatch parts of that video, so as I searched for “Nancy Wheeler economy”, which was needed as there is a fictive character of Nancy Wheeler who messes up your internet soufflé. She gives us that there is a crises coming, and she states is underway already. As such I wondered and for the life of me, I could not find the Nancy Wheeler in real life outside of YouTube. That doesn’t mean she does not exist, but with the facts given I was weirdly surprised that the media had not picked that up. She gives us that there are three weaknesses creeping up on all of us:

Sovereign debt trap
Currency bifurcation machine 
Shadow liquidity crises

Now it sounds massive and cool (which makes the media not picking this up weird), and she talks a nice deal. I a lacking economy knowledge, so I was almost mesmerized, A really pretty youthful young sprout asking for my attention has that effect on me. But there was something in what she said. She stated: “The buyers [of the debt] have changed, the maturities have shortened and the exit doors have gotten smaller”

This caught me, because that sounds about right, so I wonder why the media didn’t pick this up. It is not to prove that she was right, but considering the reasoning that the media wants its pound of flesh, they didn’t go for debunking this either. So what is the silence? Don’t get me wrong, for all we know Nancy Wheeler could be a massively pretty doom speaker and this tends to be an automatic media magnet (she is more appealing in looks than Jerome Powell ever will be) and as I am blissfully ignorant on economy there is no way I can tell the difference of one against the other (facts).

So is it correct? Is she wrong and she made a point that the debt surpassed the 97.1 trillion. Is it a gimmick for the call to ‘accurate’ reporting? As such the video (at https://www.youtube.com/watch?v=_TqjlaiU_N8) gives us the goods and I let you decide how right or wrong she is. 

Well that is all there is on this Friday (for me) when you all rejoin me on this Friday I will have more to say (in approximately 20 hours). Have a great day the next 20 hours.

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April 23, 2026 · 07:30

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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