Category Archives: Finance

The players

This is a bit hard for me. I have just had open heart surgery (4 weeks ago) and things are not panning out like I would hope. I think I am now on my last few legs, things might improve, but I do not think so. This is it for me, so the last thing I can do is to keep the IP out of the hands of Microsoft. Why would they enjoy my life’s work? The procrastinators of mediocrity. The man who gave us the term ‘Meh, good enough’? The insult is just beyond insane. So lets follow this up with the players who were invited. 

The favourite child
That was the first, Google. I have always ben pro Google and as such they had a first position. That was until they dropped the Google Stadia. At that point Google was out. The Google Stadia was the number one systems, but they were not alone.

The initial players
So, I had to look at other players, there were three

The three are optional choices, the all needs to pass the qualifying questions (Whether they can run unreal 5 engine applications) but that is about it and the rewards are there. 50 million consoles in the first stage and another 125,000,000 consoles in stage two. So from inception until about 2 years to get the numbers. That places the system who takes that dive to the top of the charts, surpassing Sony and equalling Nintendo, that is a strong incentive and the cost? A Canadian passport and 300 bitcoin post taxation (a lot less then initially) but with my timeline sliding out of reach, I can merely hope to get some kind of a reward for the idea and I have written about it often enough (not everything) but the larger lines remain intact and as I settle on the stage another player made his entry.

Finally

You see, it seems that these players are afraid to commit, so I needed another player to optionally commit to the idea and an Islamic system might be a stage that a person like HRH Prince Alwaleed Bin Talal might like to spread his influence out over a much larger domain. Consider Egypt with 109 million people, Indonesia with 273 million and Bangladesh with 169 million, beyond that Islam is followed by a total of 1.9 billion people. My numbers were straight on and perhaps low as well. A islamic system that unites them all? A nice dream to have and one that could be a reality. That is the path I saw and now that my track is running to an end I want to make some money to life out my life in decent comfort. Is that too much to ask for? 

Anyway, I still have a few sides to sell and other places that can see that there is more to me. Will it work? I don’t know but this path was one I never predicted. One cut short by an open heart surgery. Will I survive? Perhaps, but not to the degree I expected, that much is certain. So now I can only hope that I can sell my IP to a party that is willing to hand me my dues. A simple dream but it is all I have left.

Enjoy the day.

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The dream connecting

This started yesterday, I was contemplating yesterdays article. I thought there was no connection, now I am not certain. I have been through a lot, my sternum was cut in half, my heart got a new valve and that was the start of a few issues. One if them is NSW housing stating that turning down an apartment on reasons of heart failure is not enough a reason, even the setting that I am in ICU did not sway them. So as such I have 2 weeks to get the papers in order. My life sucks!

So the dream was weird. It was like in some tropical French place. He was handing out food to all who wanted it. He was in relaxed clothing handing out palm leaves with fish and a side order of rice to all who wanted it. I also joined the queue and I took a leave from him. He said ‘hello’ and ‘welcome. Drinks are on the tables’ I said thank you mr Bowie and I started to turn whilst he continued ‘Mr Bowie is my dad, I am David’ Sorry David, I said and took a step towards the patio with benches and coolers with ice-water and drinks. I took something that looked like lemon based and I was surprised, it was lemon based with rum, sweet and delicious. It went nicely with the fish. The fish was lovely as was the rice. 

Whilst eating I was watching the people. They seem overly happy to be in this place. Some of the women were flirty and talking with him, but they kept their distance. His wife was still alive as such she would not be here. So why was I there?

It bothered me, I was still alive. So why was I allowed a look?

Then it came to me you see the EA list is set by the shakers and makers. Those who made the ranks at EA didn’t want that list to change, but the next iteration of gamers think differently, they see different sides and Streaming games will give them that and Apple and Android with their games advertisings will suddenly see a new rankings evolve. That is where Luna and its Tencent opposite can set new strides. It will be at some coin, but there is a chance that it will ruin the day that Apple and Google saw no further then there bankroll. I was stating that this will set a change of 50 million gamers, it could be more a whole lotta more and that is what is at stake. 50 or 100 million gamers who have had enough of advertisement. My line cancels out on 225 million gamers in stage two. If that proves to be correct it would create a streamer player list at the top, followed by Sony and then Nintendo. The question who could it be? A player who set the mark will win 

(as long as it isn’t Microsoft) the nice side is that streaming is new, really new and it will not hinder Nintendo or Sony, they have their own niches. This will be a new niche. A new order of gaming, where the happy moments are counted, not the achievements. And face it, can some of the older games even consider achievements?

So this side and the previous article give a more structural soundness. I just didn’t see it that way yesterday. But now I know more, there is always more. 

Enjoy the end of this week

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Just to mention a few issues.

To see this part I need to take you on a trip. First all the way back to September 2020 when I initially wrote ‘Software as a salad’ then to June 2021 when I wrote ‘Clouds for a chance for gaming’ now consider that I know gaming, I have been involved with gaming since 1985. So a few hours ago this image passes me by

So I went on this quest for over three years getting people to get ready to use what was to be added to what is. The situation is pretty simple. Between 1985 and 1999 the industry released over 10,000 games for Atari 600, Atari 800, Atari ST, CBM64, and CBM Amiga. The idea was to take the top 10% which is a little over 1000 games and make them ready for streaming. Now this does not happen over night. Games will need revamping, access to new graphics and music. 

A setting that would give the Amazon Luna and/or Tencent holding a massive advantage. Consider that I gave this to the world, all whilst EA gives us a commercial buy three pay for two. A simple concoction where we see exploitation without return to gamers. How is that for progress? How is that a situation for forward mobility? This is just 5 games, so what about the other 995? And this is how you lose a console battle, by not engaging with the audience. By hiding behind what is known, what is secure. A setting that EA knows to well, and they are not alone. So consider ‘Murder on the zinderneuf’, so what happens when it is revamped, rebranded as ‘Zeppelin final flight’? Alike but not completely. When that happens the IP is open to be reused that is the part EA and others forgot about when it is alike but not a copy and there are hundreds of games that can be exploited that way. Software people they never learn. Why is that?

I wonder what it takes for them to consider the lesson that I have placed in front of them for over three years now.

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Many off ramps, same destination

It has been quiet here for 6 days. These things happen when you suddenly end up in hospital. I will spare you the details, they are not important. The cemetery is filled with people who had my condition, so there. We are about to take to trips before we get to the main event. Thee elements all matter to paint a picture, one of presentation, one of anticipation and one of speculation. In all matters I could be wrong, but I will let you decide for yourself. A small added treasure hint, I will add a new piece of IP tomorrow. The savvy programmer could become a millionaire. I will let you consider that for yourself. I am no programmer and I have other things on my mind. But if you are savvy and create a good program, you could get between 20-50 million downloads over time. At $0.49 per sale that will amount to serious money. So I leave it up to you to consider that tomorrow. Now we take a different gander. 

The dream
When you are locked (lets call it that) to a bed your mind gets to wander and my did (and then some). I was offered a job as a courier for the Kingdom of Saudi Arabia based in Sydney. Their personal mailman and they started with one hell of an offer. My startup bonus was BTC300. Of course I accepted and that would be my initial payment for up to 6 months. So when was the last time you were offered a starting bonus of $24M? So, yes my dream was delusional, but it was my dream and I was locked to a bed. In my mind I visited the cities I have visited in the past (a fair amount of them) and my life was turned upside down.  

Now I am certain that you wonder why anyone would do that? And that would be a fair question. Now consider the other side.

  1. The consulate might have been desperate for staff members and they took one that knew several languages and had travel experience all over the world and I fit that bill (fortunately).
  2. The consulate might prefer a courier who did not speak or read Arabic for all kinds of reasons.
  3. An unknown reason, only known to them.

These three reasons are perfectly logical and they will matter soon enough. Anyway, it was a lovely dream and I saw the places I have missed for about a decade.

The next instance of a rewrite
That is something all writers face. In my case the story of Engonos (played by me off course) I end up with a powerful Olympic bident called Psychofagos (meaning soul eater). I never really explored the part on how I got it. So that came to my mind, setting the hospital as a stage (might not be like that in the end).

The main event
You see what you saw was part of Engonos and as it is in my blog, now it is visibly mine. My concoction and my creativity. I need to see where in the script it will fit, but it should be added to seasons one. The main event is all about Microsoft. I saw the article last week but I was somehow indisposed. I had not forgotten it, because no matter how dim the BBC was. I saw something that others might have missed and that is the exercise of today. It is about delusional settings. We have intentional delusions and unintentional delusions. The intentional is often self inflicted like the dream, or the story. The unintentional version tends to come from speculated views or facts and the mulling of these facts. Some set to half truths by your own views and speculations and some are set to other parts (which is not up for discussion today). What matters is that you see these parts ‘as is’ not as truths or as ‘maybe truths’ that is the largest mistake that a speculation can lead these versions to. The media relies on this for flames and so on. I do not, but I am strongly set to presumptions. If a speculation is a guess, then the presumption is an educated guess based on available data. That is the underlying setting you need to see.

This started as I read ‘Xbox, Nintendo or PlayStation: does it still matter?’ (at https://www.bbc.co.uk/news/technology-68304967). The short answer was ‘Yes, it does’ but that is not what this is about. We see the spin by Microsoft and then there is a jewel. Perhaps unintentional, perhaps a quick slide to avoid what was ALMOST said. The first I saw was “The analysts Ampere estimated that in 2023 there were a total of around 46.5m consoles sold, of which only 7.6m were Microsoft’s Xbox. That leaves nearly 39 million gamers that Xbox exclusives such as the long awaited Starfield from Bethesda, didn’t reach.” Don’t get me wrong, I have been a Bethesda fan for the longest time. Now consider that the game was released on September 6th 2023. And now we see “Updates could play a big part in improving the future of Starfield, but there’s one key issue with the game that seems unlikely to ever be addressed. Although Starfield received some share of acclaim upon its release, it was also met with a lot of disappointment, as it didn’t necessarily live up to the standards set by prior RPGs from Bethesda Game Studios. Although there are a number of areas for improvement that updates could tackle, some underlying choices in the design and story may be frustrating forever.” (Source: Screenrant) As I see it the 39 million gamers are not overly sad on missing out. We see also on other media “Phil Spencer on Helldivers 2 Not Being on Xbox: ‘I’m Not Exactly Sure Who It Helps’”, well the answer is simple. It helps a game being shown at its maximum. Sony has a truckload of those and Microsoft fell behind by a lot. He sounds like the desperate executive who cannot make ends meet. How are developers given a fair shake when they are rewarded pennies when they are entitled to dollars? GamePass only works at the core of less then $10 a month leaving developers with less than $0.25 per gamer. How does that work out for them? The quote that set me off is ‘suddenly’ gone, so I am hoping others still have it and Gamespot still had it: “a future where every screen is an Xbox.” I personally believe that he wanted to say “a future where every screen is an Xbox data collection point.” To see this, I need to take you on a small journey as I have stated this danger in the past before. Consider that Activision Blizzard was acquired for $69,000,000,000. Sixty nine billion. Let that sink in. Now consider that Activision Blizzard made 7.53 billion USD in 2022, less than in 2021. This gives us that the investment will take 10 years to break even, 11 years when we consider the interest and even more time when they become GamePass games and the revenue will become smaller still. So how is that a good investment when gaming technology evolves the way it does and Microsoft is now losing ground awfully fast. But when you consider data where games collect data on every gamer the field changes and they will have sign up deals where you get something cosmetic every month for free, it costs nothing and thousands will sign up, the small print that they collect certain parts will be written in the small print over dozens of pages. Yes, this is ALL speculation but that is what I would do if I paid for an Edsel for a ’mere’ 69 billion. The latest games are disappointing and Microsoft is losing ground. They misjudged the field and the people are sticking to their consoles (mostly Nintendo and Sony). I reckon that Tencent will be outshining Microsoft too with the optional 50 million subscribers (also speculation). That will be the third time that Microsoft misjudged gamers and loses a lot in the process. We can understand the spin by Phil Spencer. I reckon he is now desperate to get a win but as I see it it is not in the cards for him. Not as things look at present. And it goes more arctic for Microsoft soon after that. They are betting on the wrong horse and whilst they shared the field closer to equals with Sony in the era of the Xbox360, they threw it away in under a decade and after that they invested almost 100 billion in a few software houses that could not bring home the bacon and I was eager to assist in their downfall by handing IP to independent developers giving Bethesda even more challenges down the road. In the end you are as good as your next success and Bethesda had it in 2011 with Skyrim. Then Microsoft messed up their mojo. That is how I see it and now Microsoft is (as I personally see it) going down hard and the ‘spin’ we see around Helldivers 2 doesn’t help Microsoft. And it gets to be worse. This is given to us with “Xbox president Sarah Bond even teased the idea of some brand new hardware in a podcast released by Microsoft on Thursday” yes Sarah, deliver or shut up. You either have something new coming up (which might be essential for Microsoft), or basically fudge off. Microsoft lost against Sony, then it lost against Nintendo, the weakest console of all and there is a decent chance that over the next 15 months it will lose against the Tencent Handheld as well. Consoles require (for the most) games, or something unique and GamePass was not enough, not when the pass owners are told that certain games will not be released on GamePass. When mediocrity is the sum of GamePass, the games will go somewhere else and Bethesda new elder scrolls is well over a year away (at least), gamers will go somewhere else and when that happens the 100 billion dollar is the anchor that drowns Microsoft games. So the statement of “Ampere does not expect Microsoft to exit the console platform business in the medium term as that would leave a gaping hole in its games-related revenues” I am not so sure. RedFall and Starfield are huge disappointments and that amounts to abandonment by gamers. They will find another venture and some will hold on to their console, that is fair enough. But with the abandonments also comes GamePass cancelations and that is revenue Microsoft desperately needs to make revenue. 

So how wrong am I?
Not all will pan out, I get that, but I feel that I am closer to the mark than most others and the two elements that will ensure the drop of Microsoft is now more exclusive games on Sony and the numbers that Tencent will get. The second one will cost Microsoft a gaming population, one they desperately need.

When you read between the media emotions you see that I am making a good case. Read up and form your own opinion. Don’t just take my word for it.

Enjoy the week.

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Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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Don’t take my word

That is serious, especially in this case. My inner paranoia hit overdrive at the sight of an image. They have been pasting sales pitches all over LinkedIn and they are clever about it. Yet, I believe they left a dangerous premise on the floor and that was where I came up and basically said ‘Are you serious?’

The image below started all this.

The added text 

Drove my paranoia into overdrive. Why you ask? Well simple. 2023 had (according to some sources) a mentioned total of 2,814 breaches. This converts towards 8,214,886,660 breached records. There is no clear OS or system and it is nowhere near the total. The amount of people deciding not to report this because of no coverage is apparently astounding. Now consider the image above and now a hacker doesn’t just get access to one stream. That hacker suddenly gets access to ALL streams. This is a hackers wet dream in development.

The issue that I state that you cannot take my word is that I am unaware just how good (or how bad) their cyber security is. They are so driven to create awareness that they seemingly forgot to hand cyber awareness the limelight it deserves. Microsoft has been the target of hackers for a long time and this is NOT in Microsoft. This is a whole range of issues (some Microsoft) and that is the problem. Now we see a solution that links all these social media connectors? I shover at the thought.

Now what I would have done is to create 2-3 white papers on how secure that solution is. How (to some degree) the protection plays. I get that we do not need to feed hackers, but I missed a large setting of marketing effort to keep IT people at rest on this solution. For example, the Optus breach of 2022 was set in three stages. One was a public-facing API. Two, the open API facilitated access to very sensitive customer data and three was the use of incrementing customer identifiers. Three settings that have hackers a way to 2.1 million of its customers and their identity documents. Now consider that you have a funnel API linking ALL your social media data. Can you even comprehend the possible damage that this ‘luxury’ brings? Now, perhaps the security of Funnel is top-notch. Yet in this, I would have started with this, especially as hackers got access to almost 3,000 systems comprising over 8 billion breached records. It isn’t merely that I would have done it differently. It is essential for everyone to become cyber savvy and no capturing emails. Send this out to whomever wants to read it. So don’t take my word for this, check the data, check the company and check their claims. Security is important. Marketing gets paid to do their job and making things easy for them is optionally making things easy for hackers.

You really don’t want to do that. You see hackers created a total income for themselves of $20,000,000,000 in 2021, which is 5700% more than in 2015. You see why hackers do what they do? You really want to make it ‘easier’? Now if Funnel does have top notch security (and I hope they do), lets hope they wisen up and make sure everyone sees that too because their solution does look appealing, but until I am certain, anyone installing that solution on my corporate server gets to be hung until death from the chandelier in the board of directors meeting room. Safety and security, there is no substitute.

Enjoy your weekend.

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Once more for fun

This started with a headline that caught my attention. It was ‘Top US consultancies face scrutiny over role in Saudi Arabia’s sports push’ (at https://www.theguardian.com/world/2024/feb/06/consultancies-saudi-arabia-sports-us-senate-disclosure-subpoena) there I immediately saw that it was written by everyones favourite Saudi basher Stephanie Kirchgaessner. Before I go out and draw first blood (always fun) I wanted to see if she had learned her lesson from the previous few times I slapped her silly online. So I decided to have a closer look. Here we are given “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” That got my attention, but there are a few sides that need clarification. You see what exactly are the ‘federal disclosure laws’? It comes with the added “the senator has also strongly suggested that the consultancies could be violating federal disclosure rules – known as the Foreign Agents Registration Act (Fara) – by not formally declaring to US authorities that they are acting as agents of the Saudi government.” And now we have a problem. You see, when we consider that the “The Foreign Agents Registration Act (FARA) was enacted in 1938. FARA requires certain agents of foreign principals who are engaged in political activities” This is not politics, this is a bloody sport organisation and Kirchgaessner should know better than to be the willing tool of Richard Blumenthal. As such, The FARA Unit of the Counterintelligence and Export Control Section (CES) in the National Security Division (NSD). This implies that Matthew G. Olsen, Assistant Attorney General of the NSD should be part of this and he is not mentioned, not once. So what is this about?  

Well, we get an idea in the article with “The Saudi public investment fund (PIF), a sovereign wealth fund chaired by the crown prince and de facto Saudi leader, Mohammed bin Salman, and is worth an estimated $776bn, is at the heart of Blumenthal’s inquiry” and my question becomes. ‘Why is the investment fund of a sovereign nation the interest of Blumenthal?’ Anyone? You see what does a democratic United States senator from Connecticut got to do with this? We never see that explanation. Don’t get me wrong, this man has done plenty of good for America and for his constituents. I merely wonder what is going on. Part of this is seen in the Financial Times (at https://www.ft.com/content/7009a1a9-8e07-4113-a47d-ee4724d3d427) when we are given “You say you are between a rock and a hard place but you have chosen sides; you have chosen the Saudi side, not the American side” with the added “US PGA Golf Tour” is a global sports organisation, PGA stands for Professional Golfers’ Association of America. Yes, the term America is in there. But the side we do not see is “Overall, the PGA Tour reported $1.9 billion in revenue in 2022, up from $1.59 billion the previous year, thanks to new multibillion-dollar TV deals. Expenses rose as well, with the organisation reporting $1.87 billion in costs, up from $1.55 billion in 2021.” So this is about $300,000,000 in debatable profits. And in all this we see certain people in the dock for explanations. Yet at what moment in time did Richard Blumenthal and Stephanie Kirchgaessner look at its board of directors? This includes Ed Herlihy (lawyer), Jimmy Dunne, Mark Flaherty, Joe Gorder and Mary Meeker? When were questions asked of them? McKinsey is a consultancy firm, gold is a sport, it is not any kind of bloody intelligence with foreign agents. That shallow ice allows me to slap Kirchgaessner yet again. And all this is out in the open, she merely reported like a meek little sheep making the Guardian a bigger joke. I saw the wreck unfold in under 10 minutes. 

So when we get to “The PIF has routinely objected to being subjected to US laws and has rebuffed repeated requests by the Senate committee to hand over documents subpoenaed by the panel. To get around the issue, Blumenthal looked to gather information from the US consultancies that have advised Saudi Arabia for answers.” It is the ‘to get around the issue’ that matters. Blumenthal wasn’t ready, wasn’t prepared and was out of his depth in this case. The first question in a senatorial interrogation would be ‘How does FARA apply to golf?’ Then I would go towards issues like outsourcing. America outsources to China for well over $23,130,000,000 billion all so that they end up with an average workforce spend of $29.10. Yes, that is America. But no one steps in on that step of greed, not even towards China, so the PGA is outsourcing itself to Saudi Arabia for the opposite reason, not to get the cost down, but to get profits up and it seems that McKinsey and Company investigated and reported on this for their client. All settings that are out in the open and the joking duet called Kirchgaessner/Blumenthal missed this? 

So when we get back to “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” Why aren’t we seeing the board of directors of the PGA tours in the limelight? And when it comes to the US consultancies, if they are advising, there is the question will others follow that advise and if so is the acting party not up for optional consequences if laws are BROKEN? Were laws broken? Not as far as I can tell and we can point at ‘to get around the issue’ implies that Richard Blumenthal wants something else. Perhaps dip his …. In the PIF (Public Investment Fund) and slurp up whatever he can. Oh and a thought just occurred. What do you think happens when Saudi Arabia retracts all fundings from America? Did you work that out? When Saudi Arabia sells all the US treasury bonds they have, will the heartbeat of America be measured in Weeks, or seconds? If Saudi Arabia offloads $107,000,000,000 in bonds the US economy will face a harsh reality that it needs money overnight and when others leave America to get by it is all over. Perhaps the ultimate nightmare for Wall Street that desperately requires some kind of soft landing at present. And it could have been averted, just like the losses that the US defense providers face to the extend of many billions (up to 50 of them close to immediate). How much losses can America survive? If there was a clear case of national security I would be fine with this all, but the Guardian gives us no information other than a Saudi hater who is out of her depth and no clear information on the entire McKinsey setting. Too much alleged emotions and no relevant information. 

So this was one more slap just for the fun of it. Enjoy the midweek.

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At the start of round two

I have stated more than one that America has a problem, it has a few, yet this was about defence spending and others aren’t spending it on American soil. I have been called crazy, cranky and delusional (no idea where the cranky part came from). Anyway, today I see that Saudi Arabia has a MoU (Memorandum of Understanding) with Leonardo defence.

From one source I am getting “The Ministry of Investment (MISA) of the Kingdom of Saudi Arabia, the General Authority for Military Industries (GAMI) of the Kingdom and Leonardo announced yesterday the signing of a Memorandum of Understanding (MoU) with the intention to discuss, develop and evaluate a range of investment and collaboration opportunities in the defence and aerospace sector.” Some will say ‘so what?’ and until recently I would have agreed. I never heard of them, that doesn’t mean anything, but when you consider that the amount (unverified) is rumoured to be around a billion dollars, the case starts to give a different stage. China is taking a massive slice, Germany and the UK are on the pie hunting side and now Italy takes a billion too. This means that the pie that America one had, what is left is a lot smaller and a lot less impressive (for America that is). 

So the pie that was overwhelmingly America (Raytheon, Northrop and a few others) is now set to at least four additional players and even as we do not know the slice of China, there has been a few indicators (unverified) that it amounts to billions. As I personally see it, this is the result of biting the hand that feeds you and I never saw any clear evidence of what happened to that columnist no one cares about. That is the larger station. In addition to this, one source gives us ‘Fifteen Spanish companies compete for a slice of Saudi Arabia’s military pie’. There is no way to see how far they get and the defence market that is going on right now has 700 arms manufacturers trying to get a slice of $71,000,000,000. It is anyones guess how much is left after China gets its slice. All indicators give me that they are succeeding, in least in part, in securing that revenue and that is revenue that is lost to America. I feel certain that players like Raytheon will get a slice, but as far as I can tell it is rumoured to be the smallest slice they have gotten in a decade. 

And a lot of this could have been prevented, but feel free to think that my delusion. 

I wonder what news we will see next week when the trade fair is over. Yet I feel that a few European firms will be happy on what they were able to achieve. The largest setting That I expect at some point is that FN Herstal and/or the Herstal Group will place facilities in Saudi Arabia to see the setting that Saudi Arabia has advocated for close to 3 years to have 50% to be produced nationally. I reckon that FN Herstal/Herstal Group might reconsider that setting and move some of that to Saudi Arabia, not only for the slice of pie, but as part of Brics their dance-book will open up to several players. There is no data showing this to happen, it is pure speculation but that move makes sense to me. You see if FN Herstal doesn’t China and their AVIC, CASC, CETC, CASIC, CSSC, CSGC could get a lot more revenue. Norinco is unlikely to make that cut as it has been a really bad boy, but that could be my personal view on the matter.

Enjoy the day.

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Evolutions towards the third cog

There was a side in one of my IP, the one that Google squandered and Amazon decided that they don’t need 50 million subscriptions, that one. There was a side that I never pondered on too deep. You see that part has more than one side. One side was the people and my IP is all about protecting them. Yet there is a global need for advertisement and I accept that, I merely don’t want that junk on my work desk. It needs to be available when the CONSUMER thinks they need it, not when the advertiser states that they know when a consumer needs it. 

These two fames of mind the (shortsighted) advertiser and the consumer need a buffer. There are a few other parts in this, but this is taking certain concepts and turn them into global options. As such my mind designed the system to be this strong willed, optionally that far ahead thinking. As such (my mind) who realises that AI does not yet exist did consider adding the deeper learning systems to be part of this, after all the consumer wins and 50,000,000 winners cannot be wrong. That being said, the sight of additional IP, parts I had designed in an isolated setting and if working, a mere increase of 1% amounts to 650,000,000 dirham. Take that concept global and it starts amounting to serious amounts. A setting that no one considered and for the life of me, I cannot see why. It was out in the open for the longest time. 

The mind started to consider additional sides. You see, social media where the consumer is the centre piece, brushing against commerce when it conveniences THEM has as far as I can tell never been explored to a serious degree and now the UAE (most likely first in line) get a serious addition to consider with a player like Tencent Technologies. That part was never contemplated by me as I was looking at different IP parts, but they could be connected. It only needs the mapping API and that is where Google comes back into the frame. You see “The Google Maps Platform is a set of APIs and SDKs that allows developers to embed Google Maps into mobile apps and web pages, or to retrieve data from Google Maps.” So until Amazon has its own Mapping part, or until Tencent releases their mapping part a new event rises to the occasion and there my mind started to mull things over. Three elements that can be connected and two of them globally. Facebook doesn’t have it and Google squandered part of it. They still have important parts, but overall they left it on the floor, all whilst they had an option to be the only contender in 2021. There is another case, but I know too little. You see last September we were given “the UAE’s efforts to embrace advanced technologies are set to drive the country’s economic growth and cement its position as a global leader in technology and innovation.” I never looked into that, because my IP wasn’t up to scrap then. There was also the small desire to sell it all to the Kingdom Holding Co. The little I knew of Al Waleed bin Talal Al Saud gave me the idea that he would welcome turning a starting (a speculated: my starting) 30 million into his presumed 6,000,000,000 annually. There is now a lot more on the dinner table as this could explode into all directions leaving the owner with a lot more. How much more? I have no idea. My mind is still mulling over the third cog. You see, in the end the total revenue is unimportant to me. It is creating the new stage that big-tech ignored and optionally trivialised. And with the Kingdom Holdings having a stake in the Citigroup, their growth seems almost a certainty. But that is not on my plate. You see I need to remain focussed on serving the consumers. Only then will the IP be globally accepted and there is a lot to be had there. All the others claim to think of their consumers. So how many advertisements were added to your timeline, were shown whilst you were playing a game, were shown whilst you were browsing family news? Try counting these advertisements and see where you stand. 

The fun part?
Google had a massive advantage here, yet they decided to drop the Google Stadia making Amazon the only option (Microsoft is not considered a worthy contender). That was until Tencent Holdings came out with their solution and now the picture changes even further. Now that there is a premise to link certain IP there is a larger station to change the image of revenue. I believe that consumers do not care that YOU make a dollar or two, they just don’t want to be faced with that fallout and advertisement is pure fallout. That is one part they all agree on. Now consider that people can spend their money only once and that gives you a new train of thought. This isn’t some spiel on the margins this is a new definition on how the pie is cut up and the other players will have to do with a much smaller piece of their slice. Not at first mind you, but like all growth settings when margins grow the others lose their margins and that turns to a smaller piece of the pie.

Feel free to disbelieve this, but I have been writing about this since November 2022 (it might have been December 2021). The timeline shows me to be correct. 

So as I am about to face Saturday, Vancouver is only now starting Friday, and as such, only 16 minutes ago former PM Najib Razak got his sentence reduced (time joke).

Enjoy the day and the upcoming weekend.

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On one side

That is the setting I was confronted with early this morning. I actually am not sure where I stand, this happens. It started with the Guardian article ‘Telegraph takeover: UK issues ‘stop meddling’ order to UAE-backed consortium’ (at https://www.theguardian.com/media/2024/jan/30/telegraph-takeover-uk-issues-stop-meddling-order-to-uae-backed-consortium). As such there are issues. In the first we get “The UK government has issued a legal order stopping a UAE-backed consortium from meddling with the Telegraph, including making any changes to top management and editorial executives, until investigations into its proposed takeover are complete.” As such, this is the Telegraph, not some newspaper with credibility like the Times. The Telegraph has been throwing its credibility down the drain faster than a nymphomanic hooker on roofies (just saying). 

We are also given “Lucy Frazer, the culture secretary, issued the pre-emptive action order after RedBird IMI’s last-minute move to create a new UK holding company to house the Telegraph and the Spectator if its complex deal with the Barclay family to take control goes through.” So it was pre-emptive? Fair enough but in that same light we got last November “Lucy Frazer said the Media Bill puts ‘protection of our free press’ at its core.” I don’t think she has a clue what freedom means until it serves HER purpose. In all this there is a side the Guardian and plenty of others ignore. It is seen with “house the Telegraph and the Spectator if its complex deal with the Barclay family to take control goes through.” As such who spoke to the Barclay family on this? I cannot find any article in that regard. This is just another Islamophobia setting and the media is key to reducing that tension, so I wonder what Frazer has on her order list. We can assume that “It is the latest skirmish in the battle for control of the Telegraph in a pivotal year for UK politics, with a general election due to be held in the autumn.” You see the Telegraph is conservatively tainted, as is Lucy Frazer. Is there a chance that they fear that reduced exposure could cost them the elections? It is highly speculative from me, but we cannot see ANY evidence that the acts by Sheikh Mansour bin Zayed Al Nahyan are evil, nothing more than a man being a shrewd business man and I think the UK needs more of those (but that too is my speculative view). Still there is an enormous amount of evidence missing. So what made this deal is such a “complex deal with the Barclay family”? It could be, but we aren’t given this part are we. Just a lot of emotions of some cultural sheila in the fear group (Australian expression). You see what everyone is forgetting is that the Barclay family is largely linked to the Telegraph Media Group. It represents (apparently) a value  in the region of £500m to £700m. Lets not forget how they were duped by Bjorn Lomborg’s climate propaganda, covid misinformation and that list goes on for some time, so how is not prosecuting those people, avoiding Leveson and some other small stuff serving the people and selling the paper to a UAE corporation is not? Lets not forget that the UK has 12 daily newspapers in circulation. As such I have questions and so should you. Perhaps there are valid reasons to fear PR settings, but that fear was taken away from that person in the Mummy 4 (Rupert Murdoch), so why are they still afraid? I think I know, but I will let you figure that part out for now. We are also given ‘Telegraph could become ‘PR arm’ of UAE after proposed takeover, MPs warned’ (source: Guardian) and  consider that the UK population is 68 million, the Daily Telegraph represents a circulation of around 318,000 a day, that represents a mere 0.4%, so where is the danger? I cannot see it, but perhaps someone will put out a much larger article (in an actual newspaper) to debunk my setting and give us the real deal. I could be wrong, I really could be and I am not certain where I stand, but at present it seems that this Frazer girls is responding to a different match ring and we aren’t told what exactly it is. 

The other part is that (no matter how complex), was the move legal. So now we are stopping legal moves whilst governments all over the world can’t be bothered to stop criminals? What kind of place are they running there? 

I will let you figure it out as you start the midweek and I await the arrival of Thursday.

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