Early this morning the Khaleej Times alerted me to a story (any https://www.khaleejtimes.com/business/finance/united-arab-bank-posts-45-surge-in-2025-profit-as-assets-and-income-climb). Now we all assume that banks make all the money, but that is not the whole story. You see under Sharia law banks have ‘limitations’. Or perhaps better stated “Islamic banking operates under Shariah law, primarily prohibiting interest (aka: riba), excessive uncertainty (aka: gharar), and gambling (aka: maisir). Key rules include mandatory asset-backing for transactions, sharing risks and profits between bank and customer, and investing only in ethical, halal businesses. Common structures include Murabaha (cost-plus financing), Ijarah (leasing), and Musharaka (joint venture).” Are settings that an islamic banks need to adhere to. So when you see these ‘limitations’ and then the Khaleej Times gives us ‘United Arab Bank posts 45% surge in 2025 profit as assets and income climb’ we might see another side, mainly the side of how well the UAE is doing at present. The subtext “A key highlight of the year was the Sharjah-based lender’s successful Dh1.03 billion rights issue, which increased the bank’s paid-up capital by around 50%” with the added “The bank recorded a net profit of Dh438 million for the year ended 31 December 2025, up from Dh301 million in 2024. Total income climbed 31 per cent to Dh797 million, fueled by what the bank described as “strong momentum” across its core businesses. Non-interest income surged by 56 per cent, while net interest income rose 24 per cent.” this is what I call a massive boost to the UAE economy, so whilst you are getting fed up (tired too) on how bad the United States is doing, you see here an example on how it could be done and people better consider the fallout, because at present any dollar (Euro’s and Pounds too) that aren’t currently being invested in Europe, America, Commonwealth, Europe and a few other places are likely being invested in the UAE. I don’t know how well Saudi Arabia is doing, but it is doing a lot better than Europe. So when we get to “Chairman Sheikh Mohammed bin Faisal bin Sultan Al Qassimi said 2025 marked a pivotal year for the bank as it celebrated its golden jubilee and unveiled a refreshed brand identity. “It proved to be a transformative period for UAB, reinforced by decisive strategic initiatives and robust financial performance,” he said. “Operationally, the Bank delivered solid profitability, supported by disciplined execution, prudent risk management, and enhanced operating leverage.”” You know that they are doing it right and a strong willed and able minded board of directors was at the head of that setting. I reckon that the western world will eagerly look at the reports of SAMA (Saudi Central Bank) and the CBUAE (Central Bank of the United Arab Emirates). Because as I see it, the 2025 results are merely the beginning and if my predictions hold firm, the Western world (and its banks) will come under the spell of ‘Dry Well psychoses’ soon enough and when the opportunities of Wall Street dry up because of the economy in the United States, these two countries will get a lot of opportunities ‘handed’ to them and whilst we might worry about the Influence they will gain, these ‘new’ banks will have to adhere to Sharia law and the laws of the land, which prohibits them from making certain steps. So while we might stop at “UAB also reported healthy asset quality, with a net reversal of impairment charges amounting to Dh51 million, translating to a cost of risk of –41 basis points. The bank attributed this to strong recoveries and its “robust risk framework.” Its cost-to-income ratio improved to 46 per cent, down from 52 per cent the previous year, while return on shareholders’ equity stood at 16 per cent.” Banks on a global setting haven’t seen this since the post-WWII Golden Age, which went from 1950–1973, as such the last really successful ‘boom’ period was 53 years ago, so you better bet on the non-Islamic banks taking notice at present. Whilst President Trump will be wondering where the money is going to and he might wonder why no one is betting on his ‘beautiful’ bills, I get the notion that banks might want to vacate towards the settings of SAMA and the CBUAE at their earliest convenience, especially as this comes with an almost certain guarantee for return on their investors. As such I noticed the settings we are given and I wonder how well ADNOC is doing in all this, because their profits go somewhere, don’t they and as I see it, the CBUAE is a safe bet to consider.
Have a great day today, Perhaps tomorrow I get to write on some gaming IP.
That was the setting that was given to me by the Guardian, who produced ‘Mark Carney reminds Trump that Canada paid for key border bridge US president says he won’t open’ (at https://www.theguardian.com/us-news/2026/feb/10/trump-canada-windsor-detroit-bridge), this comes with the fun fact that the Guardian was trailing my previous article by several hours. So as we are given “Mark Carney said he had held a “positive” conversation with Donald Trump after the US leader threatened to block a new key bridge between their two countries, reminding the president that Canada paid for the structure – and that the US shares ownership.” This comes with the additional “Late on Monday, Trump posted a lengthy message on social media, falsely claiming that the $4.6bn Gordie Howe International Bridge between Windsor, Ontario, and Detroit, Michigan, had “virtually no US content”. The bridge is due to open in early 2026. In his post, Trump had also claimed that Canada owns both ends of the bridge and made a bizarre assertion that increased trade between Canada and China would include a ban on Canadians playing ice hockey.” So beside the ludicrous Hockey setting, and it is ludicrous as China has Kunlun Red Star is the most prominent Chinese professional ice hockey club. You know what? Because Canada has an evolving Chinese trade setting. Perhaps Prime Minister Mark Carney could invite Kunlun Red Star and let them play against some of the Canadian teams n Canada. Might be a sight to watch and whilst we all watch these games we could repeat the claims from President Trump on the big screens, so that the Chinese have something to laugh about to. So as we are given ““Now, the Canadian Government expects me, as President of the United States, to PERMIT them to just ‘take advantage of America!’ What does the United States of America get – Absolutely NOTHING!” he wrote.” As I see it, Canada paid for that bridge, as such the united States of America has a sweet deal here and there is another setting (my apologies mr. Prime Minster) it could open up a new stage of shipping Chinese EV cars to the united States, complete with Huawei routers (I have a sick sense of humor). But the story is not this, as I see it, after all the BS we are shown. I am more and more convinced that the United States of America is out of funds. The 2 billion due to the United Nations, we are also given that “In 2025, over $32 billion in U.S. clean energy and manufacturing projects were cancelled, largely driven by shifting federal policies, economic instability, and high interest rates. Impacting over 40,000 jobs, major project cancellations included EV battery plants in Georgia and Michigan, and massive offshore wind developments.” (Source: Fast Company) and that list goes on and when you get to the Jersey tunnel setting that is shutdown in the 11th hour, the only thing remaining is the lack of the US Bank Balance. The tantrums of the President of the united States might have something do to with the Epstein files, but when you see how hundred of thousands of jobs are thrown in the wind, I actually doubt it. The fact that the US can no longer foot the bills that previous administrations vied for and mostly opened funds for gives me the weird setting that we are watching the final hours of a functioning United States of America. And in this there is more, but there is no real link and it is a massive speculation. You see, one day ago we saw (source: TechStock2) ‘JP Morgan’s return-to-office fight turns personal as staff warn of ‘career suicide’’ where we see:
About 2,000 employees—out of a workforce topping 300,000—have signed a petition urging the company to bring back hybrid work.
Other banks are also cracking down on office policies, widening the post-pandemic pushback reshaping finance from within.
I personally believe that it is set to the given mandate of secrecy, there are too many things you cannot keep under wrap in a hybrid workforce. I think that these last days might be massively lucrative for JP Morgan, but this is only possible when all heads look the same way and that is a non-option in a hybrid workforce. I believe that JP Morgan is seeing the water rise and it needs an attentive workforce (in the office) That is the setting that I personally believe is the case (remember: I could be wrong). And it isn’t only JP Morgan, other banks are in the same setting. As I see it, the party is over and to survive what comes requires a massive amount of focus and adherence to protocols. Now, I could be wrong, but the settings as they evolved over the last two months are giving me the shivers. Because when the economy of the United States goes down, Japan and the EU will take massive hits and I am not sure if they could survive these hits. Consider these points:
In 2024, bonds made up about 8.2% of total liquid financial assets held by U.S. households, though this percentage is generally much higher in conservative retirement portfolios.
The $52.1 trillion in total U.S. retirement entitlements includes $48.1 trillion in financial assets, with a significant share held by institutional investors like pension funds, which are heavy holders of U.S. Treasury bonds.
So, what do you think will happen with the US Treasury bonds when the US Administration forgo payment? Consider that you have maximum 6 months to see this unfold and when the US Bonds do take a dive, what will remain of the $52.1 trillion? (It is not a hidden trap, I actually don’t know how much of all this is in bonds, but it is a lot). Another connected piece of information comes from BitGet (source is unknown to me) where we see “JPMorgan Asset Management’s Chief Global Strategist David Kelly has issued a stern warning, stating that the current stock market boom is mainly supported by liquidity and the performance of large technology stocks, showing signs of a “bubble” and is clearly disconnected from the real economy. He described the current economy as a combination of “weak consumption, sluggish employment growth, and low public sentiment.”The report points out that the start of the first quarter of 2026 has been quite turbulent, with a significant reduction in consumer activity.” As such a bubble? And not connected to the economy? When did something like that ever go good? As such we see warnings from all over the field, but to see what is real and what not is anyones guess. You know if we have some kind of register where all this is put down? A place where we can rely on the information given? Because as I see it, the newspapers are too busy starting flames for their digital dollars and both these elements do not inspire confidence, but that might be merely me talking.
So as I see it, with all the issues going on, it would be my (optionally fictive view) that a President of the United States would be bending over backwards to get allies, to get an active economy (not merely stating that is is beautiful) but that might merely be me. Although, Canada has a person in charge who used to be the Governor of the bank of England, what does he think?
So there I was meeting up with my half brother Insomnia. When that rascal comes calling you can pretty much kiss sleep goodbye and it is my turn to be all over the field again. But then out of the blue an idea hit me. You see I have gotten into the habit of looking at (and listening to) Ambience videos. It started around Christmas with Hogwarts Legacy movies. But as I saw more movies my mind started to think. You see most of them are basically graphic DML applications. Don’t get me wrong, there are a fair view of them made by artists who go all in on 3D sculpting, but as I got to think a few things through, I saw a gap where optionally Google Dropped the ball (yet again) and as all Sony TVs have google TV, the idea started to form.
You see DML can be awesome and in this case it is. And here is the setting:
You start with the setting, giving you space, a house, a spaceship, a space station. From there we get the specifics like Themed (think a game, TV series or a setting like Cyberpunk, Interior, weather and whether this is a light of a dark setting from there we get to the music like music style, rhythm, ambience music and volume. From there we can go back to stage one, or we can select sample so we see the low resolution sample. From there we get the final product and that is the one we safe/Download so we can watch this without using bandwidth. The stage needs optionally one addition to the Sony TV’s and that is a memory slot, optionally we can serve it via the DVD/4K player which has a memory card or your console. This setting is already with the bulk of the people, as such it is a mere adjustment. Google will be able to sell a whole lot of subscriptions (which allows for the download of 4K files, or people can optionally do this in the office (to the bosses I say, I never told your employees this and you aren’t reading this) ;-P
And it goes further, the people who actually design these settings can offer interiors that the people can buy for a few dollars and the good ones will make a decent bundle, some makers like View Escape are already putting them on YouTube, so you can just download those. A setting that allows Google to enrich their options and give more to the people (at a price) and this can be set to a much bigger stage, but the basic is already here and I reckon that the millions of big TV’s are out there (not just Sony) and soon there will be a setting where the TV is not just a screen, it will be art on display and that is something that Google could enable.
Perhaps the idea is silly, but I do believe that there is a market for this and seeing the amount of Ambiance Video’s already on YouTube, I feel certain that this is a bigger market than anyone is considering. Have a great day, it’s Wednesday now for me.
That is where I was this morning. I had a speculative view on President Trump, but with the news that CBC gave me a few hours later (at https://www.cbc.ca/news/canada/trump-gordie-howe-bridge-9.7081924) where we see ‘Trump threatens to block opening of new bridge between Windsor and Detroit’ and it comes with the statement ““I will not allow this bridge to open until the United States is fully compensated for everything we have given them, and also, importantly, Canada treats the United States with the Fairness and Respect that we deserve,” Trump wrote in the post on Monday.” So if people are willing to bite into this one sided setting, beware. The words “until the United States is fully compensated for everything” is a presumptuous setting that I might have been more correct than even I figured out I was. As I see it the United States is out of money, or perhaps more accurately they are scooping the final dollars from the bottom of their coffers and they are now in a day by day setting to figure out what bills to pay and which not (like the Jersey train tunnel) for that story see yesterday’s blog.
I wonder what commerce President Trump thought they had coming from the Gordie Howe bridge. And the ‘sort of’ response that Canada received was “Trump made the threat amid a 299-word post in which he said Canada has treated the U.S. “very unfairly for decades,” complained that the bridge was built “with virtually no U.S. content” and repeated his criticism of Prime Minister Mark Carney “wanting to make a trade deal with China.”” We can snigger all we like against the response which might be considered one of the least intelligent and least fact laden responses that any government has EVER received. And as I see the debt driven United States flex whatever lard they have, we see that these are the final acts of a nation that has no more. It wanted a debt driven society and now you see what it amount to, less then nothing.
Could I be wrong? That is always a fair question and I believe I am. I saw these settings evolve from the stupid attempt to convince that Canada might become the 51st state, then Greenland, after that Venezuelan oil and Venezuela, like a desperate crack whore trying to get one more score. And now that all this is failing they are stopping the Jersey tunnel (for which funding was already achieved before Donald Trump became President Trump and now we see the Gordie Howe Bridge, optionally one of the the last straws that could bring commerce to Detroit. When you see all these settings and after they already shutdown the building of wind farms (some speculated that this was to appease the oil owners). All whilst President Trump is shutting down higher education to some degree. As CNBC gives us with ‘Trump’s ‘big beautiful bill’ may spur significant changes to higher education in 2026 and the rise of ‘un-college,’ experts say’ (at https://www.cnbc.com/2026/02/08/trump-big-beautiful-bill-college-education.html) where we see “Ballooning college costs and the student loan debt that goes along with them are partly to blame. New borrowing limits for 2026 under President Donald Trump’s “big beautiful bill” are another factor. Plus, students are increasingly seeking job training and career-driven pathways to secure a foothold in today’s softening labor market.” When you take away the boasting elements we see that the United States can no longer afford the streams they themself instigated and whilst the world is becoming more and more aware that AI does not exist (merely Near Intelligent Parsing (aka NIP) which amounts to DML and LLM) and all these settings are getting a front seat at the legal court cases that are now under advisement.
We are getting Legal Misconduct/Hallucinations (Australia), Copyright Infringement (Disney and Universal), Training Data Disputes (GEMA won a case against OpenAI), Evidence Issues and AI in Sentencing. Then there is a chance that I have a case against parties in Singapore and the United States over what could be AI abuse of my Intellectual property and whist some ‘claim’ that this could be set to $1,500,000 per case I am looking at an optional 6,000 cases, so I might be wringing my hands fairly soon (unless a deal is made). We are seeing all these events in play all whilst that so called “Trump’s ‘big beautiful bill’” which could be another setting for a ‘dream castle in the sky’ or at least that is how I would like to phrase it. All these elements seem ridiculous, however it amounts to the setting that the United States are out of money and that is before they consider that the $500,000,000,000 towards StarGate LLC might be a wash (basically a massive write-off). If you want to consider that I am wrong, feel free to do so, but I do request that you take a hard look at the fact that the media isn’t giving you because I made mention of this setting as early as July 8th 2024 in ‘Two issues caught my attention’ (at https://lawlordtobe.com/2024/07/08/two-issues-caught-my-attention/) and I made more mentions earlier than that and the media is ‘caught’ unaware?
So, do you think that I am merely speculating? Or is there something to be seen? I am not telling, I am asking. I gave my version and you are seeing why is playing. In the first, why would President Trump stop a project that has assigned funds and would secure the new jersey line for another century because he is demanding Penn Station and/or Dulles Airport after him? Are people nuts? There is more in play than the sanity of one man, because if that was true Wall Street would have made a massive outburst in the direction of the White House, but they remain silent. Why? I believe that I was right all along, but I understand that my word might not be much towards others. As such you should investigate yourself, it is only the best you can do. In the meantime, I will stand with my Canadian brethren, because that is what a Commonwealthian does. He (She also) stands with his brothers and sisters.
That is what I have to say over the situation as I see it, it might be speculative, but too many facts seem to feed this speculation. I will leave it up to you to decide if this is a mere speculation or my brain going nuts, or perhaps there is more.
It happens, at times there are things I do not know. Most often because I don’t care and this was about the USA, as much I kinda don’t care. Through YouTube I got the news that President Trump stopped the the Hudson Tunnel Project in New York City. According to the source the funds are stopped until Donald Trump, gets Penn Station in New York or Dulles International Airport in Washington, DC after him. To be honest I have never witnessed any president of any nations to be this self absorbed and (according to some) be the highest Russian mole ever to be inserted in the American administration ever. As such the US administration has evolved a long way from senator Joseph R. McCarthy to a president that appeases the needs of Russia. Yet, in all honesty it might be the craziest thing I have ever heard, so whilst everyone it willing to set this to paint the crazy man in the White House. There is the setting that is also being appeased (by me). I don’t think that President Trump is this crazy. I think that he merely wants to be seen this crazy. Consider that Wall Street, the Senate, Congress and the Judicial setting of America has plenty of really intelligent people. As I see it, he is stalling. And the setting I see “GDC says an extended suspension will put at risk approximately 11,000 construction jobs, as well as the 95,000 jobs and $US 19.6bn in economic activity that construction is anticipated to generate overall. It adds that delays to the project increase the risk that the North River Tunnel, which is due to be extensively refurbished under the project, will have to close.” Which is given to us by the International Railway Journal (at https://www.railjournal.com/financial/judge-offers-hope-for-hudson-tunnel-project/) and I am currently stopped by the 20 billion dollars and the 95,000 attached jobs. What if America is now in a much tighter schedule? What is the money isn’t there and this administration is looking for a way out, is playing the court jester (even though he is nowhere as gifted as Rigoletto, court Jester of Doge Enrico Dandolo) and we are all buying into the jester act. And as this administration is allowing for these events, even though we are given “However, the US Department of Transportation (USDOT) began withholding federal funding for the Hudson Tunnel along with the Second Avenue Subway project in New York City in October, stating that the requests for payment could not be processed pending a review of the projects that it had ordered.
GDC warned during a board meeting on January 27 that available funding and credit used to keep the project going would run out on February 6, forcing the suspension of work.” We are also given that this ‘delay’ is merely temporary. And all these settings give me the feeling that these acts are merely that, acts. And as I see it the stage is that the United States is now running out of money. There are too many settings that do not make sense and all the money draining settings are either cancelled or(like wind farms) or delayed as much as possible. And that setting does not compute with me. As we are seeing that there is yet another ‘crazy’ kink in the cables of the America Administration, I believe that there is more under the hood and whilst certain people are using whatever stakeholder they can to avoid digging into the areas that matter to get a clear picture.
So whilst I will consider the thoughts on how entertaining Rigoletto was in 1201. So, all you have a great day and I will see you on the flip side of things. Have a great all, its too early for breakfast in Vancouver, but early breakfast in cold driven Toronto feels fine to me (its 29 degrees and almost 22:00), way too warm for me here at present.
This is what happens, I was rereading my last article (read: blog) and I noticed a few things. I stand by my word, but it could have been said more clearly and as I saw another piece of evidence, I thought it was important to add this to the ‘current’ (as in previous) article. I like clarity although plenty of people have an issue with the ways I write and it should be said that I don’t write for the masses. It just isn’t me and I am not here to win hearts, I leave that to the George Clooneys out there.
There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions and France is shifting 500,000 workstations to open source software, equally schools and public sources are making equal changes. Then we get Italy who is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. The EU in general: Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US.
So as we see at present what some say will happen when President Trump switches the ‘internet’ to OFF and there is more happening and some presented stages are ahead by a decent amount. This implies that a large amount of up to 450,000,000 accounts are switching (I am assuming here the nearly all Europeans have some sort of Microsoft account). Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. Microsoft is seemingly doubling down on everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build (I cannot say how many of them are Microsoft), when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and we will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this brain-drain will complicate life a lot more than they are happy with. So as Microsoft is now seeing this noose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for assumed revenue will go basically into the toilet.
Did you never wonder why the USA needed 770 data centres? And they are unlikely to be all Microsoft data centres, but there will be a fair amount. So what happened to that StarGate project? The information that I saw (source: CNBC) was that “10 data centers were being built in Abilene, Texas, with plans to expand to more states and countries, like the United Kingdom, Norway, Japan and the United Arab Emirates.” There is more to this and in light of these Data centers giving whatever they have to the United States, what are the plans now for the UK and Norway? And there are more questions for the UAE, how clear is it that they are handing over their data to the United States (OK, I apologise, they merely get insight into all data that is managed by an American firm, but does that not amount to the same thing) because Oracle, OpenAI and Microsoft are American firms. So I have no idea how Softbank fits into this as it is Japanese. As such, is Stargate LLC still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor.
As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chunk of the $700,000,000,000 that is due in 2026 (not all of it is Microsoft). So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose.
And here the news separates a little as I was given a few hours ago (at https://www.cryptopolitan.com/qatar-taps-microsoft-to-build-ai-systems/) that ‘Qatar taps Microsoft to build AI systems to cater to government services’, as such dies Qatar knows what ‘befalls’ their data? The article gives us “The platform is also expected to help the ministry develop and deploy intelligent AI agents, an automated system capable of handling tasks ranging from processing applications to answering queries, without the lengthy development cycles traditionally associated with government IT projects. The factory will be built on Microsoft’s technology infrastructure and will be designed to integrate easily with existing government systems.” Yet as I see it, America has insight into all this because of the CLOUD Act (2018):
This U.S. law allows U.S. law enforcement to compel U.S.-based technology companies to disclose data (emails, files, etc.) stored on their servers, regardless of whether that data is physically located in the United States or overseas. This means if a European or Asian company uses a U.S.-based cloud provider, the U.S. government can legally demand access to that data.
So at what point is the setting “disclose data (emails, files, etc.)” even if there was a legal reason, the term ‘files’ is seemingly not limited, as such it could be anything and that is a hard pill to swallow. Before we know it it will contain any IP stored and I wrote about that risk (not connected to the cloud act) because of the debt the US had at that point (I think it was merely 25 trillion at that point), The danger that a desperate government will go looking through all that IP out there presented a little too much danger for my senses, so I made a lot of it public domain. I might not end up with anything, but no-one else will get those marbles for their own greedy needs. As I see it, the big-Tech doesn’t really like Public Domain, but that might be merely my gut feeling (which has no relation to any academic setting). Does Qatar know what it is in for? Perhaps they are, and a lot of it is wildly ‘rejected’ by influencers who are trying to ingratiate themselves to whomever (I mostly don’t care)
The second bit of news which I saw just an hour ago and was published last year (at https://www.xda-developers.com/libreoffice-is-right-about-microsoft/) gives us ‘LibreOffice is right about Microsoft, and it matters more than you think’ here we see (written by Simon Batt) “I reported on LibreOffice accusing Microsoft’s “artificially complex” Office XML format of being a “lock-in strategy.” The basis of LibreOffice’s argument was that Microsoft’s usage of the XML format deliberately locked people into using Office over open-source software. It also touches upon how Windows 10 is losing support soon, and how people are being corralled into Windows 11 whether they like it or not. However, LibreOffice touches upon an interesting point. While Microsoft is to blame for its practices, the fault also lies with us a little for going along with it. And you know what? They’re totally right.” It is a different setting and it sparked memories I had regarding the war Microsoft had with Netscape in the 90’s.
Now that the world has LibreOffice it has choices, but because of the actions of the White House no one has a clue how the world will be hit and in what way. We can no longer trust someone telling us that it all will be fine, because that setting is as I see it near impossible.
So, what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and this is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is as I see it in a bind and it is largely their own fault. For me it is a little more complex, both Snowflake and Oracle are American companies. What happens there? If the US Administration wants to ‘hijack’ that data, the cloud act of 2018 allows them to do that. In how much danger are we really? I am willing to trust both Snowflake and Oracle. It is the US Administration I have little (read: no) faith in at present and that is not going away any day soon.
As such, I hope I am a little more clear now and I added a few more facts to this, so it is as I personally see it a win-win setting (for me at least). So, have a great day today and I will try to be a little more clear next time around.
This is almost a real setting. There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions. France is shifting 500,000 workstations. To open source software, equally schools and public sources are making equal changes. Italy is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. EU (General): Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. We see at present what happens when President Trump switches the internet to OFF and there is more happening and some are ahead by a decent amount. This implies that the bulk of 450,000,000 accounts are switching. Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. Microsoft is doubling down in everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build, when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this braindyain will complicate life a lot more than they are happy with. So as Microsoft is now seeing this nose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for revenue will go basically into the toilet.
Did you never wonder why the USA needed 770 data centres? So what happened to that StarGate project? Is that still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor.
As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chink of the $700,000,000,000 that is due in 2026. So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose.
But what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and I reckon it is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is in a bind and it is largely their own fault.
That was where I was, I had no idea what to write about for the first time in 11 years, but fortunately the BBC helped me out in two occasions. The first one (at https://www.bbc.com/news/articles/crkrkd2xlx6o) gives us ‘YouTube’s $60bn revenue revealed amid paid subscriber push’, which his not surprising. The people who initially turned down that offer must befitting themselves over the head with this. So when we see “The figure, which totals the money generated through advertising on YouTube as well as paid subscriptions, far surpasses streaming rival Netflix’s $45bn revenue. It appears to be the first time Google has individually highlighted its video platform’s yearly revenue since acquiring it in 2006.” I reckon that all these data centres require Google (aka Alphabet) to show that they are doing well in regards to other expenses. So when we see ““YouTube is one of – if not the – most-used of all digital offerings, with over 70% of international consumers using it weekly, and over 50% using it daily,” she told the BBC, citing Midia consumer survey data. Kahlert said the different ways the platform makes money – such as through adverts, or charging a monthly subscription to remove them – means it can “capitalise well” on its large audience.” And I reckon it is a way to thwart Netflix with “Netflix has recently sought to ink deals with content creators, including popular YouTubers, in an effort to boost its own offerings.” I reckon that a company getting 33% more revenue than their competition is a decent way to thwart that setting. But what am I thinking? You see, there is more in play here and I reckon that Google will let us now that as soon as they are ready. Perhaps they might be considering the stage I gave with Augmented Reality in malls. You see, malls need an overhaul and rather quick. The eyes of the consumers are too adjusted to malls and at present one mall is as good as another (with the exception of Harrods and the Dubai Mall I think) but outside of these two, they are nearly all the same and an overhaul is required. I think that there is a new level of revenue coming from that, but what do I know?
I think that the optional damage that Netflix might bring and the Data Centre setting is reason why we now see YouTube revenue and that also brings a decent danger, because stable isn’t sexy and the revenue require an annual boost, but how? That is the setting when you make $60,000,000,000 per year and when you consider that this is $500M per month and when that falls down with an expected quarter not being reached, the game changes and that might have been the reason why Google never gave that number, so either Google is stretched too think with the Data Centres, or Netflix is making headway into YouTube content creator. I don’t know which one and it might be both to some degree.
What is a given is that Google needs to look into new areas of advertising and digital awareness creation. I gave then (via my blog) more than one solution for over two years, so it is up to them to pick up that ball. Pretty simple, not?
But there is more to consider, you see Nintendo just announced (at https://www.bbc.com/news/articles/ckglk543x3go) that ‘Nintendo Switch becomes gaming giant’s best-selling console in history’ with “The Switch is now the best-selling Nintendo console in history, having surpassed 155 million sales since it launched in 2017.” As such, Nintendo is just short 5 million from the Sony achievement and Sony had 25 years to get here, Nintendo did it in only 8, so it is a given that the Switch will break the PS2. That is not a bad thing for the PS2, it was surpassed by the PS3, PS4 and PS5. It had its day, for me it was more important to see Microsoft fall down to a lousy third place with nowhere near the numbers Nintendo or Sony had to give ad I am still ager to dwindle it down to 4th position, but that requires a few people to move their asses in gear. And with Tencent, the chances are that Microsoft will end up in 5th place. They would be the worthy winner of the wooden spoon (I have a nasty sense of humor).
But this could also drive Googles ‘revenue’, or at least a more global awareness. You see, what I saw as a Sony setting (which they never pushed for) is now up to Google. The option for your Google account to link a secondary account, a gaming account where the gamer decides whether they are openly linked or not. With the secondary account that gives the goods on your gaming settings to an account site and connecting with your friends there so that you have complete communications with them (or not) and show off your achievements in that page and it could connect to all your consoles, so you get a Nintendo account, A Sony account ad a streaming account. (Amazon Luna, Tencent) so now you have your abilities online too, and it is one directional, from the console TOWARDS the account. The same account, but a distinguisher whether it is Nintendo (1), Sony (2), or Streaming (3). And you can set a singular connect (Sony people only see your Sony dealings) and you can add the other accounts to that, with the stage that they are connected over all the devices or not. This gives Google a large benefit towards gaming advertisement and so on. And as Google gets more and more data, the gaming setting becomes more and more important. But it should be left to the gamer if they want that connection open or not. No matter what is done, Google wins and so do the gamers. Because the gamer is central in this. I am weirded out that Google seemingly never considered that, especially as they left billions on the floor with the Google Stadia. But that isn’t really my concern.
What does matter that with the publication of the YouTube revenue, more players will come because they want to capture their grains for greedy purposes. I am considering that like the revenue display, the advertisement revenue and gaming revenue will enable this isn advertisement too much, It is becoming a behemoth of revenue and these ‘princes’ of advertisement (lets call them Mad Men Wannabe’s) are too willing to strike into anything that they can exploit, but that might be merely my distrustful personality. So you all have a great day today. I am melting in the evening with 30 degrees and no relief for me in sight until 06:00.
That is at times the setting. It is basically defined under ‘the cost of doing business’ and at times companies big and small go under from that overset risk. It is of course due to the pussies overhang nations that they made all this ‘tax deductible’ and as such governments and its citizens pay the price in the end. So as we see seeking Alpha giving us ‘Microsoft: An OpenAI Problem’ (at https://seekingalpha.com/article/4867091-microsoft-an-openai-problem-rating-upgrade) a few settings with in the first place “First, given that 45% of RPO comes from OpenAI, MSFT stock is now a beta around the pessimism that surrounds this startup, especially in the last week”, as well as “the market is throwing the baby out with the bathwater. Microsoft is part of the software infrastructure industry, which is dragging down tech” which all seems to make sense, but in that same setting what does set the matter separate is “I don’t think Microsoft will write down its RPO due to OpenAI not being able to pay in the future, but I’m mindful shares could remain under pressure in the near term” and here I am considering the larger stage of “due to OpenAI not being able to pay in the future”. A setting that too many are overlooking. The ‘AI’ baby of all greed driven entities are not looking at what is holding up this figment value. It lost against Google’s Gemini and I understand and I also herald the setting that a lost battle is not a lost war, but too many are ignoring this fact because they are seemingly going all in and bad news is seemingly being filtered away. And in the second we see Seeking Alpha giving us “I think Microsoft has two main problems right now. One of them is called OpenAI (OPENAI). The sentiment around Sam Altman’s firm is anything but positive, and in this piece, I will discuss the key issue that is pressuring the most important startup in the world. The other factor is the selloff in software. Microsoft is part of the software infrastructure industry, and the risk-off move among investors is way too strong.” And why do I think that?
Because these vultures are feeding Oracle to the wolf wannabe’s and to the turmoil of the greedy driven capitalist waves of whatever floats their boat, whilst Oracle is the one stage that is the most stable at present. Now that the game is close to up for some, now we see that Microsoft is having a problem all whilst no one is clearly digging into the settings of OpenAI as well as the settings that processors and even energy cycles should be having. These facts are casually thrown aside and there is something massively wrong with the stage we see here.
And as we are given (by Seeking Alpha) that “Aside from one point. RPO was up 110%, totaling over half a trillion dollars ($625B to be precise). While any company would have jumped double digits following this announcement, the fact that 45% of that RPO is attributed to OpenAI makes the quality of the backlog questionable (in my modest view)” because what ROI is OpenAI actually giving its shareholders? Where is the profit? It is not there and it will not be there for at least 5 years (a number voiced by some). As such the equation doesn’t seem to hold, but the investors went all in on this and they are playing some kind of poker (where you increase the investment doubling again and again until the pay off comes, I am not into poker) and that is the problem. So what is RPO here? Remaining Performance Obligation or Recovery Point Objective and in the second question setting, we wonder where that the Remaining Performance at the Recovery Point exactly is? You see, at no point in this article we see ROI (Return on Investment) and why not? Is the story that this is 5 years pending too hard to sell?
So, as I see it, it is 2008 al over again but the impact will be much harder, the economy does not have the resilience to go through that again and the US Administration is throwing a dozen sabot’s in that engine, as such the impact will be a lot harder and I spoke of that almost 6 months ago (not sure where) and as we look into this we see no answers and isn’t that weird? The players who are all about ROI and revenue forgoing that setting? So where are Sam Altman, OpenAI and Return on Investment? Even Bloomberg is telling its readers that ‘Microsoft’s Deal With OpenAI Now Viewed as a Risk, Not Reward’, so where are all these Bloomberg wannabe’s? It seems that the stakeholders are filtering out what some need to know right of the bat and that seems not to be coming (at present). In addition to all this Seeking Alpha gives us “The pressure on margins due to the buildout should have been priced in since October 2023! I think it is pretty much mainstream (ask your cab driver next time, for real) that the hike in depreciation is a natural effect of the AI buildout. However, and this is the main risk to being bullish right now, I don’t think the market is willing to recognize this fact. I think the market wants to see a return on the AI data center buildout, and any deterioration in earnings (both revenue growth and margins) is used as an excuse to head for the exit. This remains the largest risk, as Q3 will see a deterioration in Q3 gross margins (per management guidance).” Personally I see that Microsoft should survive this, but to what extent? I want to be clear here, because I have given an anti-Microsoft view before (they deserved this), but here I am out of my depth because I do not have an economic degree. But the people at Seeking Alpha did (a speculative expectation) and the stage of “pressure on margins due to the buildout should have been priced in since October 2023” is something that we haven’t seen, did we? At least I never did (mainly because I do not care) but the people who did, did they see that?
The entire setting smells like yesterday’s diaper (see: Baby Herman) and no one seems to be catching on that something doesn’t feel right. So will the investors claim foul play when they lose their investment? Will the stakeholders be held against the light? All valid questions and I am certain that no answer will follow by anyone who has the valid jurisprudence title and now that the Federal Reserve is no longer hands of Jerome Powell, it will be anyones guess what comes from that corner.
You’ve got it, the post, or more classically names the Washington Post. It has been on the mind of millions for the longest of times. In 1989 Robert Downey Jr. wishes he was a reporter for the Washington Post in Chances are. In 2017 Steven Spielberg makes Meryl Streep into its publisher Katharine Graham and over time there have been enough mentions and references to see that the Washington Post is (or sadly stated was) a global icon in news media. I still see it as a global icon, but I do realise that as a star in the top of the Christmas tree it has played its course and we all wonder how long it will hold out on that premiere position and perhaps that is how it will end, a true ornament of global media, the top of the tree. So I was a little taken back when this morning I saw the news (via most other media) that a third of its staff is about to be let go. So lets first start with what I personally see as a brazen lie, we see (at https://www.newyorker.com/news/annals-of-communications/how-jeff-bezos-brought-down-the-washington-post) ‘How Jeff Bezos Brought Down the Washington Post’ and it comes with the byline “The Amazon founder bought thereof paper to save it. Instead, with a mass layoff, he’s forced it into severe decline.” It was bought in August 2013, Jeff Bezos purchased The Washington Post and other local publications, websites, and real estate for US$ 250 million, transferring ownership to Nash Holdings LLC, Bezos’s private investment company. I have to ask the simple question. How much did the Washington Post cost Jeff Bezos up to now? I think that a newspaper who should bring in millions a day is now see as “The Post has lost around 500,000 subscribers since the end of 2020 and was set to lose $100 million in 2023, according to The New York Times.” (Source: Wiki) As such the Washington post has costed Jeff Bezos well over $350,000,000 dollars. There are only so many ‘pretty pennies’ any billionaire can fork over. And nearly ALL AMERICANS are to blame here. Consider the simple truth. If you are an American and you have not bought at least 100 newspapers as since August 2014, you are part of that problem. And I am just considering you part of that problem if you did not buy 100 Newspapers in the period 2013-2026. There are a few more reasons, but that it the crunch. As there are 350,000,000 US Citizens, we can consider you part of that problem if you bought less than 100 newspapers in 12 years. The number should be a lot higher, but you might have the divide attention between the LA Times, Boston Globe, New York Times, Wall Street Journal and a few others. News media is on the way out and they have themselves to blame for it. Instead of setting proper media trenches, America let slip the setting by allowing 6,000 newspapers to exist in the USA. That is a separation of 58,400 people per newspaper and they are all vying for advertisement money, classifieds and attention. Is it a wonder that a place like the Washington Post goes down? The utter stupidity of that is beyond me to understand. I get that there are more newspapers, local newspapers, but consider that there are merely 50 states. Where did the 6,000 newspapers go? It comes down to 120 newspapers PER STATE. And with every iteration that is out there, the big ones suffer, I reckon that several of the newspapers I mentioned are in a similar predicament and that is before they consider the online presence they have or lack to have. As spoken we get the setting (at https://www.npr.org/2026/02/04/nx-s1-5699328/washington-post-layoffs-jobs-bezos) where we see ‘Bezos orders deep job cuts at ‘Washington Post’’ which has much more business sense as a setting and here we see “The Washington Post moved Wednesday at the behest of owner Jeff Bezos to cut a third of its entire workforce. The layoffs affect every corner of the newsroom. In a newsroom Zoom call, Executive Editor Matt Murray called the move “a strategic reset” it needs to compete in the era of artificial intelligence. The paper had not evolved with the times, he said, and the changes were overdue in light of “difficult and even disappointing realities.”” Which is note completely true either. You see, there is no AI at present and all who are appeasing to that “lie” are selling themselves short. Actually AI is still two decades away but the setting that is now coming is creation of events through DML and LLM is real and when verification and validation happens it will become a problem, but as I see it, there is no real validation and verification and that happens by REAL journalists at present (editors too) but as I see it, created stories are a problem and an AI could do my blog if it had what I have and as I see it places like Grok are no where ready because they lack the ability to cater to multi dimensional viewpoints, so at present I am still a superior power there. I reckon that some of these journalistic dinosaurs are similar too (if they are not part of the Jurassic Park franchise) and that is the value they currently have and it is a dwindling setting at present. So when we get
“While acknowledging that the media industry as a whole is struggling, Baron blamed Bezos for exacerbating the newspaper’s woes through “ill-conceived decisions,” including killing an endorsement in fall 2024 of Kamala Harris for president. That choice, which Bezos took responsibility for, led hundreds of thousands of subscribers to cancel their subscriptions. Under Baron, whom Bezos inherited as executive editor, the paper flourished, flexing journalistic muscle in accountability reporting on President Trump’s first term in office.It reaped rewards from readers too, exceeding 3 million paying subscribers. It is now far below that level, according to a person at the paper with knowledge. (The person spoke on condition of anonymity, citing fears of being fired for speaking to the press.)”
It is hard to disagree (I don’t have any facts on that, but the setting of 3,000,000 paying subscribers does have a handle, it might be too small, it might not, but I think it is too small and the 6,000 newspapers are part of that. I think that a newspaper needs to have journalists, it needs to have a national/global section and I think that over 2,000 papers are unable to do that. They all hope for the materials that floats them and the advertisements that bring them dollars. Not a way to run any newspaper (my number 2,000 is purely speculative and arbitrary) but to see that one third of the newspapers are unable to fill such a gap and merely capture the faces that read headlines is part of the problem.
That is the setting that I fear that is part of the problem and I do not agree with Jeff Bezos, but he was not part of that problem ever. And to give you the other setting, Wikipedia gives us “In 2018, Khashoggi was murdered by Saudi agents in Istanbul.” This is a blatant lie. I ripped a hole in that UN research with nothing more than logic and there are more settings that never made sense, but that is the world we are in now, “Guilty until proven innocent” that is the era that what some call AI is vying for and until there is proper verification and validating that is all you will get and at some point someone will say “If only we still had the Washington Post” but that is the moment when this is too late. I might live long enough for that moment too come (I am no longer a spring chicken). And at the speed things are coming, I will see this moment and say “You see, I was right all along”, but those in the thick of things will not care and others will feel to hopeless.
That is the refractionary reality of things to come. Have a great day.
Lawrence van Rijn - Law Lord to be 