Category Archives: Finance

December 18, 2025 · 23:58

The wrong focus

Two messages passed me by today. The first one was given to us by CNBC (at https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2025/12/17/oracle-stock-blue-owl-michigan-data-center.html) with the headline ‘Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center’ and I wonder why the headline wasn’t ‘Blue Owl Capital pulls out of funding $10 billion data center’ with the optional added “the project remains “on schedule” but that Blue Owl was out of funding talks.” And as we see “Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.” And when we see “the plans fell through due to concerns about Oracle’s rising debt levels and extensive artificial intelligence spending, the FT reported, citing people familiar with the matter. This comes as some investors raise red flags about the funding behind the rush to build ever more data centers. The concern is that some hyperscalers are turning to private equity markets rather than funding the buildings themselves, and entering into lease agreements that could prove risky.” I am wondering why the focus is Oracle and not Blue Owl Capital. Even as others give us ‘Blue Owl Capital (OWL) Is Down 7.1% After Liquidity And BDC-Merger Lawsuits Surface – What’s Changed’ (at https://simplywall.st/stocks/us/diversified-financials/nyse-owl/blue-owl-capital/news/blue-owl-capital-owl-is-down-71-after-liquidity-and-bdc-merg/amp) with “Blue Owl Capital has faced multiple securities class action lawsuits alleging that it misled investors about liquidity pressures tied to redemptions and the planned merger of its business development companies, following weaker-than-expected third-quarter 2025 results and contentious merger terms for OBDC II shareholders.” As well as “Beyond the legal claims, the controversy has highlighted how liquidity constraints, redemption limits, and potential valuation “haircuts” inside key private credit vehicles can affect confidence in Blue Owl’s broader fee-based asset management model.” So the setting could be “Oracle dips because Capital Asset Management cannot get their settings right” it is a speculative statement, but it does hold water in light of what we are shown, so why CNBC focusses on Oracle and not on Blue Owl Capital is beyond me. Is it because kicking a true innovator is more sexy than a Capital Asset Management player? I feel slightly protective of real innovators and as far as I can tell Oracle has been a power for innovation for over 45 years (yes I am that old).

So when we see “Blue Owl Capital’s narrative projects $4.2 billion revenue and $5.1 billion earnings by 2028. This requires 17.5% yearly revenue growth and about a $5.0 billion earnings increase from $75.4 million today.” And there is the real culprit, players like Blue Owl need to make money and the entire setting for what they call ‘AI’ will not show revenue for over 2 years and that is what is hampering these players (as I personally see it).

So when we see “The person added that Blue Owl was also concerned that local politics in Michigan would cause construction delays. Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks.” I reckon that Blue Owl will move out of at least one other project, as such some players need to step up and it goes without saying that these ‘money makers’ will see stretch marks in their projected revenue womb and it will be a nasty setting for those that are relying on profit per quarter and that was the setting I foresaw almost a year ago and a setting that will bare scrutiny because there are trillions invested and some makers of money will start to realise that as they aren’t making enough money for their shareholders, they will become nervous and as I see it, Google has the inside track now and those relying on OpenAI and Sam Altman will start to see their revenue falter, it is no longer a one player game and that is before we consider where Huawei is going in all this. 

The second article ‘Amazon Set to Waste $10 Billion on OpenAI’ (at https://247wallst.com/technology-3/2025/12/17/amazon-set-to-waste-10-billion-on-openai/) the question becomes. Is it really wasted? We see the first setting “OpenAI, which until recently has been the leading artificial intelligence (AI) company in the world, has raised money from a long list of investors. Some are venture capitalists who are simply writing checks to get returns. However, another list consists of money or strategic deals with Microsoft, Oracle, Softbank, Nvidia, and, soon, Disney.” This part raises a question “Some are venture capitalists who are simply writing checks to get returns” the question is part of a timeline. When they get the money is another part of this equation and time is  the factor that holds these money loving parties in check, or not as the timeline shifts towards 2028/2029. So as we consider “Bloomberg reports, “OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp.” Amazon is a tiny player in the AI chip business. Nvidia Corp. (NASDAQ: NVDA) dominates, with a market cap of $4.33 trillion, which makes it the most valuable company in the world. Put plainly, the Amazon deal is part of the dangerous “round tripping” that goes on in the industry. One company invests in another. The company that gets the investment uses the money to buy products or services from the investor.” I see something else. Whilst we get that $4.33 trillion is an important part, the larger setting is becoming “Amazon deal is part of the dangerous “round tripping” that goes on in the industry” this implies that “a company selling “an unused asset to another company, while at the same time agreeing to buy back the same or similar assets at about the same price.”” I see it as double dipping, so we have now (apparently ) arrived to the point where the double dipping is greedily seen on 10 billion, whist the invested setting is over 900 times larger. I personally see that as a new venue towards the bottom of the creamy barrel that everyone wants to dip their wallet in, the setting is spend and the money is gone (or at least locked into a set stage of non-revenue) and that is the second setting I see breaking the economic settings apart in 2026, because this will erupt into something a lot less nice long before we reach 2027 and that is close to 2 years ahead of incoming revenue. Do you still think I am boasting? This is not a boast. It is disappointment, because that setting was clear to me almost a year ago when I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) So I saw this coming a mile away and the others were in the dark? I am not that intelligent, I am pretty clever sop these high paid economists should have see this long before me, or were they hoping that THIS time they could outsmart others? Greed is a vicious circle and will only propagate further greed a game without winners and all who play it lose, or they sell others down the river to get their goods. So how did that end in 2008? The movie Inside Job has a few markers, but who ended the game with a full purse tended to be awfully little and they wasted trillions on that idea and now we get a setting more intense and with more money at play all whilst the previous setting is still hurting a lot of people. Now, the impact will be a lot more dangerous with too many people relying on the setting others give whilst not giving them the full story. How does that usually go over?

A stage that could sink America as I see it, but perhaps I am just a radical depressed individual. Have a great day you all. My Friday begins in less than 5 minutes.

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December 18, 2025 · 16:38

Upgrade, next chapter

Yesterday I was thinking of a game I used to play and it left me a little underwhelmed. It was not the fault of the game maker, the game was awesome. It gave me the thought that I was in the deep with the dodo’s of the Kremlin, or the White House. The game did what they promised, but I was thinking what this game could do with current technology and settings of DMS and some LLM. There is also the thought that the game was originally a little 2D. It all fitted on an 800KB disk so I am not surprised. But consider the idea what the current settings allow for.

The idea that they had with the political tables of then (1987) and what Mindscape was able to achieve. It started as a game of geopolitics during the Cold War, created by Chris Crawford and published in 1985 on the Macintosh by Mindscape, followed by ports to a variety of platforms over the next two years and I got the AtariST version in 1987. And as sources reveal, takes the role of the President of the United States or General Secretary of the Soviet Union. The goal is to improve the player’s country’s standing in the world relative to the other superpower. During each yearly turn, random events occur that may have effects on the player’s international prestige. The player can choose to respond to these events in various ways, which may prompt a response from the other superpower. This creates brinkmanship situations between the two nations, potentially escalating to a nuclear war, which ends the game. It is my advice not to ‘antagonise’ the opponent in the Pink Kremlin, or the Black House to avoid the nuclear holocaust that follows. And why leave it there, the complications of a EU could be added, so you can see how likely little you can do as as King Gustav on charge of that small sided Sweden (population 10.5 million) and we can build on this, we can evolve this with corporate powers and the influence they hold with the likes of Strawberry, Hippolytics, Smallsoft, and a whole range of power players. See what happens when you tweak that power (or nationalise their goods) then we get to the impact of social media like SnoutTome, QuickOunce, MyTransistor, DingDong, Toucan, Connected, ScryingStone and a whole range of other groups. You could see the direct impact that trolls have when they are clearly exposed and optionally with scenarios to solve. I would recommend to leave the intelligence groups to a later date (or a DLC) to properly test the settings you have there. It could be the first simulator for audiences and students of geopolitics and social standings later. That is before you add the mess that (WatchMyGrey, AmiSix, and their offspring in France, Germany as well as Mossad does to the worlds chaos (under their tutelage) 

I wonder how no one enacted this setting, it seems to be a decently solid training and educational simulator giving students to study multidimensional settings that geopolitics present in todays industry. I’ll bet you you can’t fit that on a 800KB diskette, but there is every thought that it can be done, the social sciences tables still exist and they can vouch for the until recent messes and they are basically ready for deployment. And now that we see the world for what it is, we might also include global religion as an influence and show you why the Catholic Church doesn’t have as much as it used to be.

It is merely a small snag that escaped my brain this morning, but I reckon that the old software settings could still apply to settings of today, you merely have to upgrade the setting and there is plenty of options here and as they were solidly stated on those basic settings of Social sciences, in todays world they could be used through Deeper Machine Learning to a much more powerful extend. See what some see and what you are not supposed to know (sorry Blaise Metreweli) but that is also the next challenge. Instead of shouting at Toucan, you could investigate the trolls on Toucan and see what the expected result is and who the culprit behind these pretentious stages are, not to be coy, but using that Strawberry Studio to see it on the big screen, or even as a user of the Hippolytics Moon streaming service get a new lease of opportunity. An educational simulator for students and investigators of humbug gets a new side of life.

Well anyway, that was my thought I had this morning. And the names have been changed to avoid  the guilty and make me less liable, a decently appreciative setting

Have a great day. I wanted to take a nice walk, but it is 34 degrees celsius out there, bit much for a long walk. Oh and Strawberry, fix your DoDo Dos version Hawaii 26.1, when you switch off your router before you switch off your wireless, the wireless keeps on scanning the ether, even AFTER you switch of the WiFi. Sloppy programming. 

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December 17, 2025 · 21:24

The neighbors have coffee

That is the setting, but that is not what this is about. We are given a setting (at https://www.sbs.com.au/news/article/trump-has-ordered-naval-blockade-of-sanctioned-oil-tankers-in-venezuela-he-says/gcrwrmllu) where we see ‘‘Act of war’: Trump orders blockade of ‘sanctioned’ Venezuela oil tankers’ and we see “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production. The US armada “will only get bigger,” Trump said, until Venezuela returns “to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.”” But is that true? At what point did Venezuela steal oil from America? Why assets did they steal? What land was stolen? Can we get a clear explanation of that? And if comes with two other settings. The US is pulling out all its troops out of Europe. And in the second setting we see today that one of the most successful American businesses is filing for Bankruptcy. Del Monte originated from California canners in the late 1800s, becoming a household name through the California Packing Corporation (Calpak). It has filed for bankruptcy due to the tariffs on fruits and aluminum. It drove them under in 6 months. And as I see it, a speculated setting is that President Trump will need to sue the BBC, because America is about to lose everything and not one intelligent being will do business with him beginning in 2026. 

As I said so before, America is done for and the longer everything is suspended in ‘investigations’ the longer it takes for the America people to see what hardship they are due for, not for a week or a month, but for several years and that is if someone takes over the helm of the good ship America and takes it in a 180 degree different course, there is no other way and even then it will take half a decade to clear the tourism setting that it now has and rebuild trust (which will speculatively take 3-5 years). 

So as we were given “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production.” as well as “Caracas blasted Trump’s announcement on Tuesday, saying he aimed at “stealing the riches that belong to our homeland.” Venezuela has been sidestepping US oil sanctions for years, selling crude at a discounted price on the black market, mainly to China. Venezuela is estimated to have oil reserves of some 303 billion barrels, according to the Organization of the Petroleum Exporting Countries (OPEC) — more than any other nation. “If there are no oil exports, it will affect the foreign exchange market, the country’s imports … There could be an economic crisis,” Elias Ferrer of Orinoco Research, a Venezuelan advisory firm, told AFP recently.” As I personally see it (and I might be wrong) America is broke and it is about to lose whatever it has to pay for the interest on the loans they have. The Administration had a setting they tried and it backfired. Greenland isn’t giving up its land, Canada is turning down America and worse still, Canada is now making headway in impressive economic strides for Canada which is also hurting America. As I see it, the stage that was left was to ‘annex’ the Venezuelan oil fields. This is likely to fail, but more disastrous nearly all lands will gain mistrust of the American way which is now showing to be selfish at the expense of all others. That is as I see it the Legacy that President Trump is leaving behind and the sooner others see it the way (several already do) the more America sees the hurt it imposed on itself. 

And when places like Del Monte is filing for bankruptcy, it will not be alone ad the more these places are hidden due to ‘National Security’ or whatever reason is given and others are seemingly ready to follow. There is American Unagi, American Signature, parent company of furnishings retailers American Signature Furniture and Value City and more are on the list of those reading Chapter 11 of the book of economic hardship. All these facts are settings that give America a stage of disaster and the American administration remains in denial. 

Even if America succeeds with Venezuela, America is done for. No-one will trust America for decades. Not the EU, not the Commonwealth and parts of Asia will also shun America. And for a lot Canada is the more trustworthy option, so Canada will de decently well and as we recently saw Lockheed Martin is getting replaced by Saab AB and that is merely the tip of the iceberg. So whilst America withdraws the troops from Europe, Europe has one card left to play. It can throw America out of NATO and that has massive repercussions. You see America has 70,000 troops in Europe, those who are send back will likely lose their jobs, then they get a massive downturn in their defense industry. Which will upset Raytheon, Northrop Grumman and Lockheed Martin. All that has a massive economic footprint. When the Europeans turn away from American hardware, America’s economy takes a swift dive into an abyss where it cannot afford the gravy trains it supported and that has other impacts as well. I reckon that the media is next, as American media gets shunned in Europe and the Commonwealth their incomes and more important their influence will wane into near nothingness. 

So am I correct?

I honestly don’t know, but that is what I see, the markers are undeniable and they tend to cross nations, they cross interests and they cross political allies. As I see it, America might in the end have one ally left, Russia. So how does that sit with the anti-communist setting of the Republican Party? And next on that list id the waning of the CIA, you see as the Commonwealth stops trusting America, the CIA us also shunned from the meetings it needs to have and as such it is about to require a lot more money to stay afloat and that is the one thing America no longer has (at least until they get the Venezuelan oil) settings upon settings that sets the game that will be played and America is largely out of moves. They are about to falter in intelligence, they are faltering in business, the will soon falter in media and as I see it, the steps the American administration made towards Hollywood is strengthening Canadian, Australian and British film industries and those settings are getting larger and worse for America. So feel free to disagree and that is fine, but I reckon you need to investigate on yourself and see what the media is hiding from a lot of people. And as I see it, America is about to falter and leave the people in America without anything. Because the AI scare fare is about to cost American wealth trillions of dollars (according to some a number between nine and fifteen) who who gets to pay for all that? Microsoft? OpenAI? I reckon that it will come out of retirement funds and if I am wrong, I am wrong. But do come with actual numbers. We can see “US retirement funds are extensively invested in artificial intelligence (AI), primarily through large index funds, mutual funds, and ETFs that hold significant stakes in major tech companies leading the AI revolution, such as Nvidia, Microsoft, and Alphabet.” As well as “Indirect Investment via Large Cap Tech Holdings: Many common retirement savings options, like S&P 500 index funds or target-date funds, have a large, concentrated exposure to the “Magnificent Seven” tech stocks (Nvidia, Microsoft, Meta, etc.) that are heavily driving AI innovation. Nvidia’s significant market value, for example, means it has a large weighting in many diversified portfolios, creating inherent AI exposure.” That is the bubble fear you should have and when America stops, you better have a sock with reserve funds, because that is all you can live on when it collapses.

Have a great day.

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December 16, 2025 · 10:39

President Bully

Here I was, telling myself that the world is screwed up and behest and behold the world shows me I am right. So as a well known person (who I will not name) set the world on fire with his tweet (see below), I suddenly had a massive idea and as I am already working on three scripts I thought I put the idea here, for the entertaining person (likely an American democrat) to make this into a real script. Feel free to hack it in many ways you see fit and know that I would be happy to receive a donation for the idea, but that is largely in your hands. Know that I put this here for all to enjoy.

So as the world is on fire (seeing the massive response to this tweet on both the Republican and Democratic side of the isle) I thought that a script that pleases at least 40% of the American people might be the way to go. So here goes.

BEGIN
The day was nice and sunny and a simple man was walking on the street. He was suddenly halted by a woman pretending to be his friend and as he looked with questions at the women car suddenly halted and bricked him away. [END SCENE]

The man was in a room his bag was taken away from him and the people were talking at him, not to him. He was barely listening because he was confused, he was taken from the street without force and he was placed in a room. There were people who were speaking to each other, there was some disagreement between them and suddenly someone spoke to him. “We were in error” sign this release form and we will put you on your way. He looked suspiciously and looked at the form. It was in a holder and it stated a few things about a release form and a penalty fine imposed on the people who arrested him. The amount was $5000. He looked strangely relieved, it was more than he had seen in several months. So he signed the paper, and he got his 50 bills of 100 dollars. He took his bag and he left the place. [END SCENE]

It was 8 o’clock clock and he was watching the news. It showed something from Microsoft, he wasn’t listening and they had made billions in a deal. He wasn’t up to this and he was about to shut down the TV when he noticed a man standing there. It was a man that was in that room with him and suddenly he had a distinct feeling of unease. And he suddenly looked into his bag. The backup drive had gone. He was beside himself and the next day the news showed a white house setting where Microsoft made a massive announcement that would bring billions into the American economy. And the man became furious beyond believe. [END SCENE]

He ran to the nearest SBS station and gave his recollection of the day he was ‘abducted’, they listened to him, but there was little intent of following up. He recognised that he must have sounded like a deranged person and he got that. When he left the SBS studio, people from Channel 7 were waiting for him asking him “What does it feel to hand over IP worth billions for a few thousand dollars?” He denied doing that, and gave the response what he encountered. And he wasn’t taken seriously. Later that day the news was all jumbled up and the responses were edited for maximum digital dollar effects. He was beyond angry. He then remembered that there were other people involved and he waited around the corner of the American consulate waiting for a chance to get even and after 2-3 hours he got lucky, he recognised one of the men and with chopsticks he ran over to the man approaching his from behind, kicking him in the balls and shouting at him. Who did this? Who ordered the theft of my IP? And the man gave a simple “Fuck you!” Which drove the man insane and he shoved the chopstick into his nostril into his brain. Killing the man on sight. It was less then 10 seconds when the police arrested him for murder. [END SCENE]

We now get a court case, where the man is found guilty of manslaughter, not murder and convicted for 10 years in a maximum prison. After a week he is transferred and before he knows where he is put on a military plane and whisked of to Marine Corps Base Camp Lejeune where he become an inmate of the MCIEAST regional brig classified as an intelligence prisoner. There he stayed for 7 years, he was then released as a 70 year old person. [END SCENE]

We then get a setting of vengeance. First we get hits on Sydney harbour, ships sinking and we see the same happen to Jacksonville and the Port of South Louisiana. We see the attacks and we see the fallout, but the story in between the attacks show the ingenuity of the writer who was imprisoned. The ships sing making these ports unproductive for months. Whilst the settings are given of the billions of dollars of damage that these attacks bring, we are given the news how ‘former’ president Trump raked in the revenue of billions from Microsoft (who was making a lot more) and now the snippets are joined together as we see the man making a vengeance tour of America. Then we see the port of San Francisco losing several piers to sinking ships and the fallout that this brings to the city, in addition, we see several ferries sink on the spot in total 8 ships sunk leave a very lasting impression of the harbour which will now operate at a mere 30% making the city lose billions and billions in cleaning fees. Next on the list is Los Angeles, around the Angel’s Gate Lighthouse 3 ships are sunk making most of the harbour unavailable. Now we get to see the new setting, the missing snippets are that the man is seeking revenge and a Chinese splinter group, people who hate America are willing to fund the attacks and the stealth solution to what the man invented years before he was incarcerated thought of, and the fun part was that Microsoft had all this knowledge, but they saw it as the ravings of a person who never amounted to anything and that was exactly the setting the group which was a splinter group of the Chinese Communist Party (CCP) was hoping for. The man disappears, no-one knows where, but we see a small scene of an old man in the Changbaishan International Resort (Jilin Province), enjoying a cup of tea with a young lady at his side. He looks over the ski slopes. In the mean time the harshest insult a person can get in America is to be called a Trumpist, America is looking towards decades of hash living conditions as the evidence seems to be popping up what happened between Microsoft and the White House. Microsoft is rejected all over Europe and the Commonwealth and the Commonwealth no longer considers itself an ally of America. The democrats who follow are between a rock and a hard place. Republicans are shunned all over America.
THE END

So this is what I have so far and I have had the tweet for less then 4 hours. So in view of the loss of Rob Reiner, who gave us  All in the Family (My introduction to Rob Reiner), the Princess bride, When Harry met Sally, Misery and a Few good men and several others. I think I countered the tweet by @realDonaldTrump, I think I got my creative revenge. I didn’t get to introduce on how Ivanka and Barron Trump had to flee to Russia as most Americans had their fill of the Trumps where they get to be toys of the Russian Mafia. Well the world turns in many unexpected ways. 

How you like my sense of consideration Mister President? 

Have a lovely day and take a moment to remember the works of Rob Reiner. I have many good and happy thoughts of his work, even if a never realised what an impact he had on me as a teenager watching Carroll O’Connor and Jean Stapleton giving us their version of America.

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December 14, 2025 · 18:36

In opposition

I don’t go into ‘in opposition’ mode too often, because it tends to be an exercise of mopping the floor whilst the tap is spilling right on the floor. And you come to the conclusion that it is better to close the tap FIRST, before you start exercising with a mop. That is merely my opinion, but it holds water (as the phrase goes). The exercise is the ABC article (at https://www.abc.net.au/news/2025-11-23/f-35-fighter-jet-sale-saudi-arabia-uae-australia-weapons-exports/106029218) giving us ‘Australian F-35 exports face fresh scrutiny as jets approved for Saudi Arabia’ where we get.

So, as we get blatant stupidity from Australian shores with “The president also contradicted the 2021 US intelligence assessment by saying the crown prince “knew nothing” about Khashoggi’s killing.” I countered this case on grounds of the United Nations report by UN comedian Egsy Calamari (aka Agnes Callamard) in the article ‘That was easy!’ I found a dozen shortfalls on that report (which also uses the US Intelligence assessment) and beyond that I left the largest folly unspoken. At no time were the tapes actually forensically tested. They could have been listening to a tape with recordings of the Shadow, listening to Orson Welles. I reckon they didn’t do that, but the blatant holes in that investigation were astounding and they are paid 6 figure incomes? For what?

And the least said about “Human Rights Watch and Amnesty International are among the groups who have called for arms bans to Saudi Arabia, especially after the 2018 murder of Washington Post journalist Jamal Khashoggi, the country’s human rights record, and role in the Yemen war.” The better. They turning their backs on the actions of Hamas and Houthi terrorist actions is astounding. As such I do not give too much credence to the writings of Human Rights Watch and Amnesty International, and it makes little sense, they were a force for good in the 80’s, how the world turns. 

So whilst we get “Andrew Witheford, international and crisis lead from Amnesty International Australia, said putting the highly-lethal jet into the hands of another country in the region was “problematic”.” Really? So how is that view going for America and its Venezuelan repertoire? And beyond the fact that Saudi Arabia is a stable monarchy, it is making great strides in several factors. But don’t worry China is willing to flog their Chengdu J-20 by the Chengdu Aircraft Corporation at any time, and how will that help Australia? Oh, and I hereby claim my 1% bonus if Saudi Arabia switches to the Dragon, over that amount I would get (from China) $52 million, a nice retirement fund, so I can move to Toronto and Abu Dhabi, life can be fun at the autumn of your life.

How is anything that this article gives you all relevant to the setting? So as the ABC gives us “A Saudi-led coalition has been waging a war against the Houthi rebels in Yemen since 2015.” We need to realise that there are no Houthi rebels, there merely are Houthi terrorists.

But do not take my word for it, ask Colonel Turki bin Saleh Al-Maliki he has the recovered several drones used on Saudi civilian airports and civilian targets. The media was so great in filtering out those facts, I wonder if you do the same. Is there a setting where Saudi Arabia uses weapons in defence of IT’S OWN COUNTRY? Yes, there is, defence works that way. But the media is eager to avoid their gaze on the rough stuff, like the Ghouta chemical attack in 2013 where the population was hit by rockets containing the chemical agent sarin. It might not seem related, but it is, when the atrocities of terrorists are laid bare, the people will ask difficult questions of the media. And that is not good for the digital dollar, is it.

So back to the story, as we are given “The UN Arms Trade Treaty, to which Australia is a party, says states must regulate the export of “parts and components” used to assemble weapons if there is knowledge the arms would be used in genocide, crimes against humanity, or certain war crimes.” We see the uncomfortable truth that they do not address action of Hamas as it is not part of the UN Arms Treaty Trade, nicely played. But this sanctimonious setting is getting on the nerves of too many people and the setting of a journalist no one cares about has been playing out for 8 years. All whilst the people are pointing fingers at the one who states that he is innocent and for the better part there is no evidence, the media takes whatever they could to get more digital dollars whilst ignoring clear evidence. So as we now against get the US intelligence assessment, most will not be clued in that some of this is based on 

“we need to consider ‘an intelligence service or operative simply has to make a stab at assimilating what all this means’, this can be surmised into one single word ‘Speculation!’, it is fair for Intelligence operatives to do, but in law it is set to evidence and there is none, something I saw in 10 minutes into the initial report.” as well as “The Special Rapporteur was not allowed to obtain clones of the recordings so she could not authenticate any of the recordings. Among other aspects, such authentication would have involved examination of the recordings’ metadata such as when, how the data were created, the time and date of creation and the source and the process used to create it.”

The simplest setting of law, Evidence, you either have it or you do not and no one has any clear evidence and the US intelligence assessment of ‘Highly Likely’ does not hold water in court. 

The simplest of settings and it is interesting how the media is filled with Islamophobes drenched in anti Saudi sentiment, it is not a completely correct setting, but that is how I see it. As such I am in opposition for the simple reason of evidence. And consider this, Andrew Witheford, gives us  “The F-35 used to only be sold to essentially liberal democratic countries” is that not a from of discrimination? By the way if all sounds right, America has become a (according to some) an authoritarianism, as such why is Australia even producing the parts of the F-35? Just a small question to cleanse the pallet. 

Have a great day today, Monday is now less than 325 minutes away. 

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December 13, 2025 · 21:10

Orchestration

That was on my mind when I was considering a few settings. Orchestration by the media no less. To get the full view to this, I need to explain a few items. The media has NO responsibility to print (or news talk) on any given subject. And there is something called Defamation by omission. 

While defamation typically involves publishing a false statement that harms a reputation, an omission of facts can potentially give rise to liability if what is published is rendered misleading or defamatory as a result. The test is whether the omission gives a defamatory meaning to the published material that would not otherwise be present.

So it does exist, but the setting is extremely difficult to prove. There are more provisions, but they will not be applicable to this setting. As such I leave them by themselves. So two weeks ago we got all that Code Red settings in regards to OpenAI, they were not giving us that they would have to WOW the audience, or was that me saying that? So a few days ago ChatGPT released 5.2 and as far as I can tell there are several dozens of articles, but only Wired gives us some of the goods

With: “OpenAI has introduced GPT-5.2, its smartest artificial intelligence model yet, with performance gains across writing, coding, and reasoning benchmarks. The launch comes just days after CEO Sam Altman internally declared a “code red,” a company-wide push to improve ChatGPT amid intense competition from rivals. “We announced this code red to really signal to the company that we want to marshal resources in one particular area, and that’s a way to really define priorities,” said OpenAI’s CEO of applications, Fidji Simo, in a briefing with reporters on Thursday. “We have had an increase in resources focused on ChatGPT in general.”” Publication and presentation talk, Sam Altman is great at that. But the media? Where are they? Who actually looked at them for the last few days? Where are those articles? 

I am not out for blood, or out to get Sam Altman, I am out to get the media. They are all about the danger setting, but this is becoming out of balance and the media loves their digital dollar raking, but enough is enough. They need to fess up to the settings and do something about it all. If ChatGPT 5.2 is great, fine. I don’t mind, but I want to get the goods and the media is falling short in several ways. Venezuela, OpenAI, Israel, Saudi Arabia and that list goes on, they are (as I personally see it) catering to their need for digital dollars as long as it agrees with the stakeholders they are reporting to.

The Wall Street Journal (at https://www.wsj.com/articles/openai-updates-chatgpt-amid-battle-for-knowledge-workers-995376f9) gives us “The release comes about a week after Chief Executive Sam Altman declared a “code red” effort to improve the quality of ChatGPT and to delay development of some other initiatives, including advertising. The company has been on high alert from the rising threat of Google’s latest Gemini AI model, which outperformed ChatGPT on certain benchmarks including expert-level knowledge, logic puzzles, math problems and image recognition. The new OpenAI model was described by the company as better at math, science and coding benchmarks.” And as I see it, nearly all the media gives exactly the same lines and no one is actually looking into how good ChatGPT is now, or even whether it is or is not. There are investors with Trillions on the line and the media is playing the “distancing game”, only when things go bad they are tripping over each other giving us the lines and at that point the stakeholders have the like it or lump it.

Is no one noticing that part of the equation? 

So, is GPT-5.2 the WOW result everyone is banking on? Did it defeat Gemini 3? I don’t know but the media should have been all over this and they aren’t. As I see it, this is a form of orchestration but to where I don’t know. Is it about the trillions invested (I see that as liability towards investors) is it about the absence of excellence (I see that as liability towards both Google and OpenAI) and there is the liability towards the readers or listeners of whoever they service. So this isn’t defamation, because in all, the media did nothing really wrong. But they sold us short whilst claiming they are there for us and they are not.

So is it me? Or is there is larger setting that is ignored by too many?

I know that some will not agree with me, but after the days of the Code Red, where are the media results of what OpenAI/Sam Altman produced? Not the same hundred words they all seemingly give us, but the real results, the real tests and the real impressions. I haven’t seen one result from them. Even with my limited knowledge (I never used ChatGPT) I could drum up a few tests in seconds and I would put both Gemini 3 and ChatGPT5.2 on the road. I could let them lose on a few of my articles and see what they both come up with and how long it takes them. Something EVERY baboon working in media (sorry, not sorry) could have come up with in mere seconds. Isn’t it lovely that they never came up with that? Think about that for a moment when they give you another runaround on Oracle, like Quartz ‘Oracle’s big AI dreams are freaking out Wall Street’ and Forbes with ‘Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell’ all whilst no one is looking at the true and real value of Oracle. No, the investors must be spooked (for whatever reason). So you all have a great day, we are nearly all in Saturday now and I am a mere 170 minutes away from Sunday. 

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December 13, 2025 · 04:03

Then there is that

I saw an interesting piece in the Arab News (at https://www.arabnews.com/node/2625701) we are given ‘Saudi firms sign agreements to develop Syrian oil and gas fields’ I see it as interesting as it is perhaps a first step to see funds ending up in Syrian hands which might start a healing process. So there is a lot more to be seen with “Under the supervision of the Ministry of Energy, four Saudi companies signed agreements on Dec. 10 with the Syrian Petroleum Co. covering technical support, development, and production in Syria’s oil and gas fields.”A war that lasted for over 13 years drained the resources out of that land (2011 – 2024) and with this step a first step towards recovery has been found. And with “The agreements signed include an agreement between ADES Holding Co. and the Syrian Petroleum Co., which defines the fundamental principles for the development, operation, and production of gas fields.” And with this step “This includes five gas fields: Abu Rabah, Qumqum, North Al-Faidh, Tayyas, and Zamlah Al-Mahr, and any other area agreed upon by both parties later.” I cannot say how much will be rolling in, but as I see it there would be millions a day rolling in when these fields become operational, millions that country needs to restore a lot of what was broken beyond belief. And with “Under this agreement, the Arabian Drilling Co. will provide platforms for drilling onshore wells, platforms for providing related maintenance services, as well as providing necessary maintenance services, operational support, and training and development of the national workforce.” The Syrian population might see a lasting prosperity, because there is no price that can be set on the training and development of a countries resources, the man power it has. It tends to have a lasting effect on what they can achieve. So that is all good news as I see it. 

All whilst the Guardian reports “While country’s return to global stage has filled many Syrians with pride, domestically old grievances threaten efforts to rebuild the state” with the added “Syrians from across the country gathered and raised their voices to celebrate the end of the regime, raising the revolutionary three-starred-Syrian flag and chanting for freedom. In a speech at the Umayyad mosque in Damascus, the man who was to become the country’s president, Ahmad al-Sharaa, promised to rebuild a “strong and just Syria” for all of its components, promising reconstruction for the ruined country.” That comes with an added surprise. You see “Assad and his family were granted asylum in Moscow in December 2024 and recent reports suggest they are living in quiet exile under Russian protection” but that also comes with the fact that Syrians are not to pleased with Russia at present and Assad might not have brought all what he had with him, as such millions are still in Syria and when the money runs out, Russia is likely to hold no future promise for themselves and other construction companies will be active, likely Saudi and optionally Emirati construction companies will get the benefit of this. Russia will have shut themselves out and as the oil reserves are brought to bare, countries who are now pushed towards Russian oil revenues are given the chance to switch to a new Syrian company, the now People’s Syrian Petroleum Company, or perhaps now aptly named the PSPC (a speculative thought) With this a first much larger step has been made in the lives of Syria, a recovery step that will set it to a much brighter future than they thought was coming to them, thirteen years of war tends to do this, but with this step a first big step towards recovery is made real. 

Some sources state that Syria had access to 2,500,000,000 barrels over and when the oil production of 95,000 BPD is restored there is every chance that Syrian lives will end up with a much better prospect and as I see it, Saudi Arabia has every chance to make this happen. Then there are the options that a restored Latakia has on trade and tourism with a direct setting towards a ferry service with Cyprus an Turkey, it could then also bring forwards other prosperous options for the Syrian people as well as invite other parties to evolve those steps. Like the Guardian (at https://www.theguardian.com/world/2025/dec/08/stalled-justice-violence-syria-assad-one-year-on) recounts, there is a painful process still happening because decades of slaughtering and executing families in Karm Al Zaytoon Neighborhood as a part of the sectarian cleansing massacre by Assad Loyalists is not going away and as I have a legal education I would be pushed towards evidence, but where to get that? And I reckon that being part of the Alawite sect will come at a price at present, so there is that too. It will not all be roses and moonshine, but with the restoration of Syrian oil a large step towards recovery will be made. How this is done largely sits with the people now in power in Syria, but with engaging with Saudi Arabia to restore their oil production they will make the first steps in restoring Syria to what it could have been and might now be for real. 

A glorious day for Syrians, so you all have a great day. It’s Saturday here with only Wellington ahead of me, the rest of the world will follow me into Saturday in the next few hours, Abu Dhabi. (In three hours) is first to follow (as the first timeline I keep an eye on).

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December 12, 2025 · 12:09

Dropped balls

There are several balls that have been dropped by a whole range of entities (cannot call them people) and there is a larger setting. 

First there is Bioware with an at some point appearing Mass Effect and I wrote about the options of a remade and remastered Mass Effect 45 where you get Mass Effect 5 as well as an upgraded and ‘corrected’ Mass Effect 4. I did this in 2018 (might have been 2019) but it was over 6 years ago and I get that AAA games take time, especially if they are done in Unreal engine 5, that sucker takes heaps of precision, especially in the setting that Mass Effect has (and their is need for precision here) and that is merely the first. Then there is need for pointing out several matters. You see, Google with whatever version they are working gives when we ask for “Intelligence UAE” (I was apparently looking for SIA) but I got 

Latest update:We continue to advise exercise a high degree of caution in the UAE. Tourist visas for the UAE are issued on arrival in Abu Dhabi and Dubai. For the latest information on traveling to, from or connecting through Abu Dhabi and Dubai international airports (see ‘Travel’).
(20 Oct 2025)

Now consider that the UAE is one of the safest countries in the world, as such, we have an issue. Yet when I ask for “UAE safety 2025” I get: 

The UAE is considered extremely safe in 2025, topping global safety indices with low crime rates and top-ranked cities like Abu Dhabi and Dubai, known for advanced security, political stability, and strong law enforcement. While generally very secure, visitors should still be aware of local laws, as some actions (like specific clothing) can be misinterpreted as protests, and it’s wise to avoid demonstrations and follow official advice, as political situations in the wider region can be unpredictable. 

Now consider that I ask this in 2025 and then try to question the first setting. As I have always said AI does not exist and the current Near Intelligent Parsing (NIP) that is managed by software engineers (programmers) and the setting we see here in Google is equally questionable by all who cater in the AI field. I also made mention of this in ‘And Grok ploughed on’ on November 27th (at https://lawlordtobe.com/2025/11/27/and-grok-ploughed-on/) a setting that many aren/t looking at, all whilst the people at large need to recheck everything some NIP solution is and gives, whilst most of these are quite literally riddled with bugs (also called programmer features).

It started as I was curious about Project Raven (I knew nothing of this about 24 hours ago), I am not completely dim to that setting as Wiki gives us “Project Raven was a confidential initiative to help the UAE surveil other governments, militants, and human rights activists. Its team included former U.S. intelligence agents, who applied their training to hack phones and computers belonging to Project Raven’s victims. The operation was based in a converted mansion in a suburb of Abu Dhabi in Khalifa City nicknamed “the Villa.”” I know that Wiki isn’t the most reliable ever, but at present it is more reliable then the press and the media, but what I needed to learn were names, namely Karl Gumtow and Cyberpoint. Basically as I am also looking for a job, and there was word that they were operating in Australia as well (which was proven to be incorrect). 

But there was a setting that places like LinkedIn never considered, the NIP setting of connected business and whilst we can call this a dropped ball, the setting is clear. These companies can never be found by some as the short sighted LinkedIn people are still on the page of “Are you hiring at present?” And they ask it of people who never hired in the first place, as well as flooding the mail system because that is a metric that they can measure (and it is utterly useless). 

But that setting is out there, so perhaps a competitor of LinkedIn could step in? Considering that Saudi Arabia is advertising that they have over 3000+ available positions (source: Arab News) and not just them, ADNOC is also hiring, but people need to know this and that is a filtered setting. There might be a reason that these two firms are merely looking for local staff, but as I see it, companies in the Netherlands, Germany, Belgium and perhaps France is looking for people they cannot find. As such as I personally see it, LinkedIn dropped the ball there as well. 

Then we get numerous places, outside of the gaming industry and the tech industry Some give us jobs like Healthcare (Nurses, Aged Care, Support Workers), Technology (Data Scientists, IT, AI/ML Specialists, Cybersecurity), and Trades/Construction (Electricians, Plumbers, Managers), so where is that knowledge going to? Let’s confront places like Canada, who is short on a lot of them and where is the offer for UK people, apparently they have an unemployment that recently rose to 5.0% (as of September 2025), its highest level in years, with 1.79 million people jobless. As such where will they go? If they do not want to go anywhere, that is fine, but in this stage, where people either accept jobs in other places or drown in rising cost there is a new setting, one that approaches the great depression (1929 to 1939) in that stage people would travel for days. By 1933, the U.S. unemployment rate had risen to 25%, about one-third of farmers had lost their land, and 9,000 of its 25,000 banks had gone out of business. People would travel to other states to get a job and support their families. It was not uncommon for people to hobo to California or Texas to find a job and send dollars home to keep their families safe. As I see it, these days are returning and people will Tavel all over the EU to get the same, or even go to the lands of opportunity like the UAE and see what can be gotten there. We aren’t in that stage yet, but that stage is just around the corner, especially for America as it is (apparently) “The US is experiencing significant job losses in late 2025, with layoffs reaching a five-year high, exceeding 1.17 million by November, driven by high inflation, interest rates, corporate corrections after pandemic hiring, and AI adoption, impacting sectors like tech, retail, and government, leading to a tougher job market with fewer new jobs and lower seasonal hiring.” I might seem low when the population if over 335 million, but that doesn’t matter to those who lost their jobs and these raking in the money handing out jobs (like recruitment company) and they are merely Direct Mailing all over the place to get their revenue. There is a larger need that is clear in Australia, Canada, New Zealand, United Kingdom, and several other places. 

As I personally see it, they are all in the mindset of “How can I get the same revenue for less work” instead of “How can I achieve more” because the second setting cleanses the Job loss setting and I am not saying that it solves everything, perhaps not even anything, but the lack in the mindset is the new prepared mind, which is currently not preparing at all.

And when you think that the US job losses are high now, consider what happened in 2026 when the impact of snowbirds is truly seen on the balance sheets in Florida and California. I reckon that in 2026 San Diego will face a massive job loss percentage and that is before the B&B that will go bankrupt in California as well as Florida hits US administration records. The Trump administration is losing more and more and as I see it, those waves will hit faster and faster in 2026. In the meantime there is every chance that Canada will be the next El Dorado, right in the middle of the snow as that is where fresh drinking water is found, America lost that setting too, because as I see it, no real investigation had been made for close to 10 years and whatever we see is a mere “Generally safe” and that it is the homeowners duty to check their wells. But no one is looking how the groundwater are impacted by chemicals and there is (as far as I can tell) no real investigation there. 

All balls that are dropped, some merely impact individuals and some impact whole population. All whilst places like Australia, Canada and New Zealand have larger settings to truly check these numbers. Did I show too much balls here? (Sorry, intentional grammar folly) The balls we see are not always the balls we care about, but they need to be shown to show that there is a larger failing and it is a very global failing. A setting we all saw coming, but it wasn’t our responsibility and it was not on our plate. Newsflash! The media isn’t doing its job and as such we need to have a wider look at things that COULD affect us, our families and our loved ones. 

Have a great day, except Vancouver and Toronto where I have to say “have a great yesterday”, my personal ever ready time travel jokes remain. 

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December 11, 2025 · 01:11

The lighting of a stage

That is what I am wondering about. You see, first we hear that Netflix is acquiring Warner Brothers and a few connected things too. A day later we hear “US president Donald Trump says the Netflix deal ‘could be a problem’” Next thing we hear that the son in law (Jared Kushner) is spearheading this hostile takeover. Of course all the conspiracy boys are in town blowing this up to an amazing extent. I think that there might be a setting where the boundaries of ethical borders could possibly have been trespassed on, but as I don’t know the clear picture, I will refrain from voicing them. There is of course the setting we can ‘debate’ on.

As the Business Insider has a more oiled version of what has happened. The story (at https://www.businessinsider.com/paramount-wbd-saudi-arabia-qatar-abu-dhabi-elllison-hostile-billions-2025-12) which comes with the headline ‘Saudi Arabia, Qatar, and Abu Dhabi want to put billions into Paramount/WBD. Why?’ It is after all a fair question and I am a little thrown by the setting that this is Qatar AND Saudi Arabia AND the UAE are working together on this. I can figure out the why, but about that later. You see, Business Insider has an additional gem to throw our way. It is “Those three nations won’t have any say over a combined Paramount-WBD, the Ellisons say. So what will they get?” And we are given “The governments of Saudi Arabia, Qatar, and Abu Dhabi want to invest billions of dollars into a would-be mega media conglomerate made up of Paramount and Warner Bros. Discovery.” And there is a part missing, the gaming IP’s that is floating around there. But the end of the article gives us “If Saudi Arabia, Qatar, and Abu Dhabi are looking to put anything close to $24 billion into an enormously powerful media conglomerate — one with huge reach in both the US and ambitions for the rest of the world — will they be satisfied with purely financial returns? Or do they expect something else for their money?” I get that part, you see I had been working on IP doing that very same thing. There are 1.9 billion Muslims in the world and there is only so much the current studios can cater for and with this they have a firm hand towards places like Bangladesh, Pakistan and Indonesia which together with Saudi Arabia, Qatar and the UAE sets the handle to over 50% of the entire Muslim population. And as there is clear evidence to see real growth in both Saudi Arabia and the UAE for tourism and as that growth continues more is needed and with Paramount and Warner Bros. They have just that. I was fishing another angle, but that too was driven towards these 1.9 billion customers. Too bad Amazon never accepted this issue and the Saudi government (Sydney Consulate) did not accept it either, as such I was out of luck and Google had dropped their Stadia. So I was out of luck in that too. Still I considered other avenues as well. I got one Script done and offered it to Dubai Media, but they weren’t accepting any scripts at present (or my script was really bad, which is equally an option) 

But I saw these stages all over the Middle East happening and in that setting there is a growing chance. America with its valve setting is not a real option. Every script can only when the 15 middleman get a share of all that and I will much rather give it away to Canada and never get a penny. But the script was meant for a Muslim audience, so not much use in Canada. The other three optionally, but they are still being written. A have written megabytes of script, but it hasn’t been ironed out yet. I am relatively new to Final Draft. 

So am I correct? I believe so, Saudi Arabia and the UAE (I have no idea about Qatar) will need professionals that are decently up to speed and buying Paramount and Warner Bros. will do that. So, when all these professionals are directed towards new grounds with Saudi/Emirati directors and cast they can get a lot more done fast and I reckon they already have a set amount of scripts and screenings ready to get started the moment 2026 knocks on the front door. 

And with the media up and running the Saudi and Emirati media for all their venues is pretty much a given. Not just that, but the African nations are predominantly Muslim, so they can also capture the hearts of them too. Now add Egypt and Turkey and this media engine gets real global potential. Yes, the entire venue makes sense to me, but for me it was clear as I initially investigated that setting for my own IP, so I looked at the equation and I saw clarity, the fact that the price got upped makes perfect sense to me and in that setting Netflix merely loses. The west better start realising that on this planet Muslims are 1:4, 25% and that is a clear destination for the media centers of Saudi Arabia, the United Arab Emirates and Qatar, so whilst we are so involved with individuality, they merely approached every Muslim asking “Would you like this” and all muslims will very likely make an affirmative sound. We all look at the stage and wonder what was going on and others look at what lighting it needs and they cater to that hand, Now I need to wonder if my script is really bad or do I talk to another media channel. Well, that is my worry and it is for today as it is 01:00 now. Have a great day.

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December 8, 2025 · 22:58

A Peter Sellers world

That is what hit me when I saw ‘How I Learned to Stop Worrying and Love the Bubble’ (source: Bloomberg) which comes from Dr Strangelove where we get “How I Learned to Stop Worrying and Love the Bomb” it started a larger set of thoughts. 

I didn’t use that article as Bloomberg uses a paywall. And it starts with yesterdays article in FXLeaders (at https://www.fxleaders.com/news/2025/12/07/oracles-ai-bubble-bursts-peak-glory-at-345-now-a-217-hangover/) where we see ‘Oracle’s AI Bubble Bursts: Peak Glory at $345, Now a $217 Hangover’ we are given “ORCL ended the week at $217.58, up 1.52 percent, but it still had a 37 percent hangover from its 52-week high of $345.72. This is a microcosm of growing concerns about debt loads, AI infrastructure spending, and whether the “infinite demand” narrative for AI compute can withstand real-world economics.” As well as “Oracle’s recent decline in stock value reflects broader market concerns regarding the high valuations of AI-related companies, as its forward price-to-earnings (P/E) ratio exceeds 33. The company projects revenues of $166 billion from cloud infrastructure and $20 billion. Investors adopted a “sell the news” mentality, raising questions about the sustainability of these forecasts. Oracle’s fundamentals remain solid. The company experienced  52% growth in cloud infrastructure and has $455 billion in remaining performance obligations (RPO), largely due to its partnership with OpenAI. Currently, the stock is trading at 13.9 times projected earnings for the end of this decade, leading some investors to view the decline as a potential buying opportunity.”

As I see it Oracle passed their burst bubble setting. And whilst we see ups and downs, I would unreservedly trust the Oracle stock to be a beacon of steadiness. It might not be sexy, but it is a trustworthy sign for those who need a decent return on investment.

Or as Peter sellers would say:
“As long as the roots are not severed, all is well. And all will be well in the garden. Yes! There will be growth in the spring!” (Source: Being there) it was a better time and weirdly enough the age of Peter Sellers applies to the days that 2025 brings. And from that setting we get to MyNews (at https://sc.mp/ihj4g) where we see ‘Why 2026 will be the year AI hype collides with reality’ an opinion piece that gives me “The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals” but the stronger setting is given with “Speculative assumptions guiding trillions of US dollars in AI investments are colliding with real-world obstacles. Escalating costs, stratospheric stock valuations, tenuous collaborations and energy bottlenecks are compounding the inevitable challenges when new technologies struggle for profitability. Many are worried the bubble may be bursting. Morgan Stanley projects that the cumulative amount spent worldwide on data centers could exceed US$3 trillion by year-end 2028. China’s AI investment could hit 700 billion yuan (US$99 billion) this year, 48 per cent more than last year, according to Bank of America, with the government supplying US$56 billion.” There is a setting for both ‘AI investments are colliding with real-world obstacles’ and ‘worldwide on data centers could exceed US$3 trillion by year-end 2028’ the weird feeling I have that it will not get this far, this entire setting will implode before the end of 2027, investors will stop feeling lovingly towards the boom that is not coming and will start feeling pressured that the terms required that will grow erratic setting for the need for greed and that is the setting that comes along long before 2027 is reached. 

Then we get to AOL who gives us (at https://www.aol.com/finance/goldman-sachs-issues-warning-ai-103249744.html) where we are given ‘Goldman Sachs issues a warning to AI stock investors’ where we are given ““Our discussions with investors and recent equity performance reveal limited appetite for companies with potential AI-enabled revenues as investors grapple with whether AI is a threat or opportunity for many companies. While we expect the AI trade will eventually transition to Phase 3, investors will likely require evidence of a tangible impact on near-term earnings to embrace these stocks. Unlike Phase 2, there will likely be winners and losers within Phase 3,” Goldman Sachs US equity strategist Ryan Hammond wrote in a new note on Friday. Hammond thinks AI investment as a percentage of capital expenditures could be nearing a climax. In turn, that sets the stage for overly upbeat AI investors to be let down if earnings don’t come in strongly in future quarters.” As I see it, when we are given these settings everyone seems to get concerned, so when we get in addition “Salesforce (CRM) and Figma (FIG) got drilled on Thursday after their earnings reports didn’t wow. It’s clear that the hype on their earnings calls wasn’t enough to paper over soft areas of the earnings reports. Growing concern on the Street centers around the pace of AI demand by corporations, given what looks to be a slowing US economy.” As I stated this before, the need for greed overwhelmed everything. When the setting of NIP (Near Intelligent Parsing) is not clearly laid out and it is caught in the waves of board of directors and Investors believing that they have the AI solution everyone is looking for you gets a larger setting, consider that and consider what happens when OpenAI “fails to wow” the investors, or even a delay and it all comes to a large shutdown and that is even before we see 9 News giving us “A Sydney data centre that will host ChatGPT is being hailed as a win for Australia, but an expert warns the country lacks the energy supply needed to power it reliably” I gave a few months ago that there would be an energy problem on numerous levels and now we are seeing that whilst we are dealing with the the fallout of other settings. And less than an hour ago Deutsche Welle gives us ‘Google raises AI stakes as OpenAI struggles to stay on top’  with “Given those strengths, Adrian Cox sees “a very high probability” Google will have the leading model at least into next year — not OpenAI. OpenAI’s priority, he says, is identifying a business model capable of funding a user base that could soon approach a billion people per week.” This is not about OpenAI, I did that already, the larger frame is set in the perception of whatever the bubble is and I believe that there are two factors that the media doesn’t want or is avoiding to include. First there are the doom sayers trying to early burst confidence in favor of short gains and then there are people trying to short on whatever they can so that they can get another jolt of profit and they are all out trying to set social media on their side. 

So if this is the prologue of what is about to unfold we are in for a jolly good time, and as I see it, there is a chance that Christmas for some will be a disaster.

I wanted to include more of Peter sellers, like the Party or the Pink Panther but I am running out of juice. But there was one more thing and I got it from the Independent about an hour ago. It states ‘OpenAI rushes out new AI model in ‘code red’ response to fears about Google’ (at https://ca.news.yahoo.com/openai-rushes-ai-model-code-105822611.html) that was the snippet I was hoping for. With “The ChatGPT creator will unveil GPT-5.2 this week, The Verge reported, after OpenAI CEO Sam Altman declared a “code red” situation following the launch of Google Gemini 3 last month. Google’s latest AI model surpassed ChatGPT in several benchmark tests, including abstract and visual reasoning, as well as advanced knowledge across scientific disciplines.” But that comes in a setting, you see, I stated in ‘TBD CEO OpenAI’ two days ago (at https://lawlordtobe.com/2025/12/06/tbd-ceo-openai/) “in a software release any of a hundred things can go wrong and they all need to go right at present.” And when things are rushed out things will go wrong. But there is a snag, for this to happen The Independent article had to be correct and as they are the only one giving us this, there is no real verification available. But when you are in a stage when bubbles go boom (or plop) all the available facts become important. And I massively wish that a Peter sellers setting would help me out. And perhaps in view of this, his classic phrase “It’s no matter. When you’ve seen one Stradivarius, you’ve seen them all.” Especially when looking at NIP software. But that is also the snag. I have seen excellent applications and I have seen lesser ones. I reckon that it amounts to who plays the violin, if it is a creative person that person will find new life in whatever that person. applies NIP to, if it is a salesperson it will be about maximizing greed and that setting tends to have limitations on several degrees. In addition we are given “The new model was originally scheduled to launch in late December, but will now be released as early as 9 December.” I understand the pressures that come with this but they better understand that early launch bring dangers and investors don’t really like to be spooked (they also don’t like them) What we see is open to interpretation and it is a valid thought that my views are also open to interpretation. 

So in this I leave you all with a presenting view not unlike Peter sellers would say “To see me as a person on screen would be one of the dullest experiences you could ever wish to experience” and 

As you I have never been in a movie (at least I don’t remember being in one) you are spared that dull experience. So have a great day and don’t forget to love the bubble (if you haven’t invested your wealth there).

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