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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April 22, 2026 · 15:04

Whatever the BS indicates

So, I was looking at a few matters and some connect to yesterday’s setting. As such, this morning I was given by CBC (at https://www.cbc.ca/news/politics/poilievre-losing-losing-losing-carney-trade-9.7171738) ‘Poilievre says Carney has been ‘losing, losing, losing’ on U.S. trade war’ and I personally call out this incorrect setting (calling it a lie is so crass) as I see it, PM Mark Carney has done whatever he can to make Canada less reliable on the United States, giving the country options and not to be set to the whim of a their own version of King George III and lets face it the one in the United States, looks nowhere near as good as Nigel Hawthorne (supporting evidence below).

We are given the additional “Conservative Leader Pierre Poilievre launched a pointed attack on the Liberal government’s handling of the Canada-U.S. file Tuesday, saying the results so far have fallen well short of the mark and the prime minister is “losing” the trade war. Speaking to reporters after Prime Minister Mark Carney unveiled his new trade advisory council to help with the U.S. dispute — a body that includes some big-name Conservatives — Poilievre lashed out, saying the Liberals ran on settling the issue at the last election but there has been no discernible progress to this point.” And in a stage where that less than appealing person in Washington, is calling Canada the 51st state, giving it tariffs that got well beyond what is acceptable (whilst giving Russia allegedly no tariffs) and whilst we see “Carney says there’s been a ‘rupture’ in Canada-U.S. relationship, while Poilievre wants to draw closer”, so does any real Canadian want to vote for Pierre Poilievre (also known as Peter Polivicious by some)?

So whilst we see this and whilst we were given yesterday ‘Trump says he does not want to extend ceasefire with Iran’ (source: Reuters), today we get ‘Trump says ceasefire extended as talks with Tehran in limbo’ (source: Al Jazeera) and this is a person Canada wants to get closer to? Then we get that a lot of Canadians are christians, so do you want to get close to a person who attacks the pope on humanitarian issues as well as “President Trump has been lobbing insults at Pope Leo XIV in response to his criticisms of the war in Iran and appeals for peace, marking an unusually pronounced rupture between the leaders of the world’s most powerful country and the world’s largest Christian denomination. But Leo criticized the Trump administration’s mass deportation efforts both before and after he was elected leader of the Catholic Church. He told reporters in November that the treatment of immigrants is “extremely disrespectful,” echoing the views of his predecessor, Pope Francis.” So do we (Commonwealthians) ever want to get close to this (so called) king? Or are we ready to steer the Commonwealth to safer waters? In that case, why would anyone ever consider the conservative PP or any of his arguments valid? OK, I will admit that the rental issues he raised last year were valid, but as I see it, no force in the Commonwealth gives rise to closer working with President Trump. 

And this is merely my view (also shared with many in the Commonwealth) and I could be wrong, but I do not think so. As such It is time to reflect on a few things that PM Mark Carney achieved over the last year (as I am not Canadian, I reserve the right to miss a few items).

  • Economic & Environmental Policy: Removed the consumer carbon tax, and pushed for deregulation to support industry.
  • Trade & Infrastructure: Passed legislation to reduce interprovincial trade barriers.
  • Housing: Launched the Build Canada Homes agency to accelerate development.
  • International Relations: Formally recognized the State of Palestine, strengthened ties with India and China, and continued strong support for Ukraine.
  • Social Policy: Implemented tax cuts for the middle class.

And these items are merely of the last 15 months. Also he increased trade with China, revenue the country can really use and achieved a higher trade settings with the EU and NATO, optionally also increased trade with Australia and New Zealand. All options whatever the conservatives throw in to the mix would never achieve as they are most likely not equipped with the knowledge of Economy that the present Prime Minister has.

So feel free to agree or disagree, but whatever America throws at Canada (like: Meanwhile, the Americans are demanding Canada change dairy access rules and drop some protections for its cultural sector, among other demands) which is funny, because that is decided by Canada, not the United States. 

So you all have a great day and remember it is still yesterday in Vancouver.

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April 21, 2026 · 23:55

This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

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April 21, 2026 · 05:45

For a few Yuan more

So, yesterday I saw a MarketWatch article (at https://www.marketwatch.com/story/the-real-meaning-of-uae-reportedly-requesting-a-dollar-swap-line-6a40d630) where we see ‘The real meaning of UAE reportedly requesting a dollar swap line’, now don’t start running like a half baked cryotoboy to it’s mommy stating the world is ending (like we saw to weeks ago when some of them ran off to the airport), the byline gives us a clear “Economists believe the UAE is signaling it wants closer ties with allies, not a bailout” and I can agree with that. I have not seen seen any Emirati panic, or make bailout mentions. We are given “A report the United Arab Emirates requested a dollar swap line with the U.S. may be more a threat the Gulf nation could shift an alliance rather than a sign it’s about to run short of the American currency, observers said.

The Wall Street Journal reported that the UAE central bank governor, Mohamed Balama,  requested a currency-swap line with the U.S. from Treasury Secretary Scott Bessent while in Washington D.C. last week. The UAE is facing pressure from the closure of the Strait of Hormuz, though experts say its economy so far is strong enough to maintain a dollar peg.” It comes with the additional “Tim Ash, senior strategist at RBC Bluebay Asset Management, pointed out in a posting on X, that sovereigns do not request swap lines lightly. Brad Setser, senior fellow at the Council on Foreign relations agreed, also highlighting on X that he doesn’t believe UAE is in any emergency need of financial assistance, given it entered this conflict with huge holdings of U.S. Treasurys and significant forex reserves in excess of $250 billion. It’s important to note that the Emiratis have asked for a swap line and not a credit line.” And that is supported with graphics on ‘UAE forex reserves versus holdings of U.S. Treasurys, in billions of dollars.CFR’ and those numbers look good, even a non economist (like me) can see that the numbers of the UAE are good. Yet what we are also given is “Gave suggests, the UAE may be “sending a not-so-subtle message to the U.S., namely “leave the region and you will quickly be replaced by China.””

It might make sense and considering the damage that the United States Congress, a document produced on April 9th 2026, by Paul Kerr gives us “Iran’s nuclear program has for decades generated widespread concern that Tehran is pursuing nuclear weapons. According to past U.S. intelligence assessments, Tehran has the capacity to produce nuclear weapons at some point but has halted its nuclear weapons program and has not mastered all of the necessary technologies for building such weapons. The extent to which June 2025 and February 2026 Israeli and U.S. airstrikes affected Iran’s ability to produce nuclear weapons is unclear.” with the added “According to official U.S. assessments, Iran halted its nuclear weapons program in late 2003. This program’s goal, according to U.S. officials and the IAEA, was to develop an implosion-style nuclear weapon for Iran’s Shahab-3 ballistic missile. A 2025 public U.S. intelligence assessment stated that “Iran is not building a nuclear weapon” and that the now-former Supreme Leader had “not reauthorized the nuclear weapons program he suspended in 2003.” IAEA Director General Rafael Grossi stated on March 4, 2026, that the agency “never had information indicating that there was a structured systematic [Iranian] program to build or to construct a nuclear weapon.””

So, there was no real nuclear danger? And the Strait of Hormuz was open before this clambake started? It seems to me that the UAE (optionally with support of all other oil producing gulf nations) should give warning to not mess with their background, especially as it is roughly 7,000 miles away from Washington DC, as such no international waterways (connected) to the United States are in danger.

But in addition to the MarketWatch article, we see the Canadian DeepDive giving us (at https://thedeepdive.ca/uae-threatens-yuan-oil-trade-if-us-denies-dollar-lifeline-as-iran-war-drains-reserves/) ‘UAE Threatens Yuan Oil Trade if US Denies Dollar Lifeline as Iran War Drains Reserves’. The first part of opposition (by me) is that MarketWatch shows that the reserves are good. Basically DeepDive is not lying, reserves are seemingly being drained and that does not imply that the UAE reserves are in danger. But here we see “Central Bank Governor Khaled Mohamed Balama brought the proposal to Federal Reserve officials and Treasury Secretary Scott Bessent in Washington last week, the Journal reported. Abu Dhabi’s position, relayed through multiple officials: the war has strained its finances, dollar reserves could come under pressure, and if Washington does not provide a liquidity facility, the UAE may have little choice but to settle oil and gas trades in yuan or other non-dollar currencies. Emirati officials also told their US counterparts that Trump’s decision to attack Iran was what drew the country into the conflict to begin with. No formal application for a swap line has been submitted.” It is like the message Louis Gave, chief executive officer at Gavekal Research gave us, we merely get more information here. So like MarketWatch we see here “a bilateral currency swap with the Federal Reserve — would allow the UAE Central Bank to draw down dollars against dirhams at the prevailing exchange rate, effectively insuring against a hard-currency crunch without requiring emergency asset sales. 

The Fed currently holds standing arrangements of this kind with five central banks: the European Central Bank, the Bank of Canada, the Bank of England, the Bank of Japan, and the Swiss National Bank. Extending one to the UAE would mark a meaningful expansion of the Fed’s wartime financial commitments.” I am not enough of an economist to see the larger implications, but as I see it, President Trump started shitting in its economic backyard and now the people affected are saying (my of voicing it) “Stop this or we walk away from the US dollar in trade”, now you might think that I am overstating the ‘danger’ but consider that the US dollar is already under stress from a 39 trillion dollar debt (aka $39,000,000,000,000) and now when the Dollar trade offset is impacting trade other means of revenue would seemingly fall away, because it is never a simple setting (is it), and this would be the Home Run that China would love to see evolve. Do you really think this would be merely about oil? When oil starts, others will seek shelter and that is before others dump their $5 trillion (aka $5,000,000,000,000) in US treasury bonds. There have been noises that smaller amounts were ‘dismissed’ but the larger amounts are a worry for Wall Street, they are highly unlikely able to survive this pressure, as such the United States Administration better come up with a solution and quite fast. 

All this whilst Al Jazeera gives us ‘Iran war live: Uncertainty over talks, Trump insists deal to come ‘quickly’’ with the added “Iran says it has no plans to send negotiators to Pakistan for a new round of talks after the United States seized an Iranian-flagged cargo ship in the Strait of Hormuz. Still, President Donald Trump says US team, led by Vice President JD Vance, is on its way to Islamabad” So, one has no plans to send someone, whist the other states someone is on the way? How is that communicating? How is that any solution? That is the premise (given to us 14 minutes ago) that someone like China needs to dethrone the US dollar, so when China gives a solution in the next 24 hours, whilst President Trump starts commenting on his big beautiful solution for the world, the premise of the United States Dollar being removed from the oil trade becomes real. Do you really think that this is just about oil? Because this setting would require the better part of a decade to unwind. It is too early for me to say that the US dollar is out of this, but the other elements might make the pressures of the Dollar in the oil trade unmanageable. 

It is merely my point of view, no biggie. Have a great day, still 120 minutes until breakfast for me. I, hungry, all whilst it is lunchtime in Vancouver, what a bastards.

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April 20, 2026 · 07:11

The bare numbers

Politico gave us less than I day ago that Iran fired over 90% of its missiles and drones on civilian infrastructure targets. With ‘UAE official: More than 90% of Iran’s targets were civilian infrastructure’ (at https://www.politico.com/news/2026/04/19/united-arab-emirates-iran-civilian-infrastructure-00880064) we see a few facts. The first is the absolute worthlessness of António Guterres, Secretary-General of the United Nations and from me there is no reason to call him ‘His Excellency’, his silence on this matter is deafening. We are given “Reem Al Hashimy, the UAE’s minister of state for international cooperation, said during a Sunday morning appearance on ABC’s “This Week” that Iran was seeking to destroy the UAE’s “model of prosperity and tolerance.” With the additional ““We used our oil wealth to build an economic powerhouse. They used their wealth for nuclear programs that are nefarious, for missiles, drones, proxies, etc.,” she told host Jonathan Karl. “So whereas we tried to become and have become an international, global, responsible player, they are a pariah state. And they wanted to break that model, but they underestimated our resolve.” The UAE has faced a barrage of attacks from Iran since the U.S. and Israel launched joint attacks on Iran in late February. While the Gulf state, like many of its neighbors, initially opposed the war, it has since shifted its tone as it considers how to avoid the breakout of a larger regional war.”

It seems to me that the United Nations is failing is plenty of ways, but perhaps they are busy playing host to another mission at present.  He ends with “Asked if she harbored concerns about Trump’s threats, Al Hashimy said the UAE believes that “maximum pressure” is necessary to move forward, while cautioning against civilian attacks. “Ultimately, we don’t want to hurt the Iranian people. That’s very important to mention. But at the same time, it’s the Revolutionary Guard that have taken forward a military stance and a posture not against the U.S. and Israel alone, but against the very neighborhood that they operate in through the Gulf states.”” I hope that the UAE optionally is willing to test the solutions I handed them (and the KSA as well) to destroy the infrastructures of Iran as well (I published them over the last month, one for shipping, one for trains and optionally one for trucking). It was my personal believe that Iran options come to a stand still when all three are hit. 

The fact that it seemingly is Politico illuminating that side of the nastiness of the Iranian war will find its way to the mainstream media soon enough. 

On the other side, the BS setting of influencers who give us that the Dubai mall is empty, usually with a picture of Sheikh Mohammed bin Rashid Al Maktoum on the starting page is making me angry, as such an image of the entrance to the mall of Dubai less than 24 hours ago.

I think that Google needs to do something about the use of misinformation on its YouTube pages. I am all for freedom of speech, but that comes with a healthy dose of accountability.

It seems that the UAE is under attack from several parties, not just Iran, it is easy to hide behind the bare numbers in the middle of Ramadan, but Ramadan is now over so whilst over a million people are attending the Hajj, an event that Saudi Arabia just officially opened the doors to, we need to see what is real and what is not. Perhaps the idea of a web view outside of the Dubai mall and perhaps some other places, so that the world can see the BS that these wannabe influencers are handing you.

Just a thought to entertain, I remain a decent ally of the UAE and the prosperity and goodwill they advertise. And even as Iran is still attacking Abu Dhabi, visiting Yas Island remains a firm number one on my bucket list for now, so it is my wish that the Harry Potter addition to Warner Brothers Theme parks, especially as the ones in the United States are basically no longer a good idea.

Have a great day

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