Category Archives: Finance

Finger in a dike solution

There is plenty going on, the first is Jim Yong Kim is resigning as president of the world bank (I will send them my resume for their consideration today), there are hoards of articles on the 5G deception by AT&T (a week after I highlighted it) and there is even more going on regarding Hezbollah, and I will look at that soon enough, that is, as soon as I receive a few messages (with something representing evidence) from both Cairo and Gaza, which now involves Hamas as well. Yet that is for soon, for now there is something that actually impacts on the British people, especially those in social houses.

The Guardian (at https://www.theguardian.com/society/2019/jan/07/dutch-eco-homes-idea-arrives-in-uk-and-cuts-energy-bills-in-half-nottingham-energiesprong) gives us that a Dutch project called ‘the energy leap initiative‘; Nottingham was the first to sign on and the Dutch approach included: “new wall cladding, windows and solar panels, even as the initial bill is set to £5 million, we see that the energy bills in these places are down by 50%. This makes it interesting to do the abacus test where we learn that (as I am presently aware), we get a £33,350 bill per house, and it is not merely the refurbishment that matters, the people in these houses will see a £750 a year decrease in energy expenses, which means a lot if you need to rely on social houses. Yet my calculation was wrong, the quote “Costs are relatively high, at £85,000 per property initially but are expected to fall to £62,000 by the end of the programme. Braham said scale would help costs fall as the supply chain adapted gives us that, yet we also see: “It’s warmer, all the draughts have gone. Before it [the home] looked like a rabbit hutch – it looks like a proper home now“, in addition, the looks of the houses have been improved by a decent amount. I think it is more than just the cost, even as we consider the long term of the initial amount of £85,000. We need to consider the long term impact on energy requirements and the long term benefit of upgraded housing. Whether this could be a push for municipalities to move towards some version of a rent to own project is too soon to tell, but the consideration that thousands of upgraded houses will also constitute an increased quality of life is not to be underestimated. The direct impact of families having £60 a month available for better (read: more) food and optionally a few extras in the month gives a much better prospect to the mental balance of any person. Yet, we are not there yet, as the article ends with: “Braham said a no-deal Brexit could jeopardise Enegiesprong’s prospects in the UK: “If we left without a deal, it would be a risk.”” Is that true? You see, when there is a building shortfall, when there are all kinds of optional paths, you want to hide behind some ‘Brexit’ play? Feel free to hand over the IP (if any applies) and hand it over to Interserve, they are dying to get additional jobs at present.

You see, the Dutch approach is brilliant in a few ways, yet it can also be used in other parts. We are all looking at how Interserve is restructuring its debt, yet it is not impossible to unite the two to some degree, instead of mere debt staging, another path is the additional option for refurbishment at cost price (to some degree). Even as Interserve does not gain profits, they do get additional jobs to refurbish jobs all over the UK, as well as a decent workflow; it optionally becomes a stage where we see the £85,000 per house refurbishment go down by a lot more (perhaps even down to £57,000), whilst the people get a direct benefit and optionally all of them gain an increased quality of life at the very same time, we see that the overall value of these municipality houses go up, an additional push towards rent to own (which is also good for the British state of mind overall), freeing up a lot more for additional social housing which would serve the portfolio of Interserve as well (not completely at cost though, lets remain fair here).

We avoid a second Carillion to a much larger extent; we upgrade housing as the same time as we see a financial and structural opportunity increase on more than one level. It is a Win-Win-Win in all this.

When we consider this against ‘NWCH confirms winners on £1.5bn framework‘, we need to see the stage where we see another optional problem in the long run. That is not me speaking ill or negatively mind you, when we consider the initial article: (at https://www.placenorthwest.co.uk/news/nwch-confirms-winners-on-1-5bn-framework/), some might have overlooked a few items in all this.

Consider the winners:

Lot 1, £8-15m Lot 2, £15-35m Lot 3, £35m+
Bowmer & Kirkland Balfour Beatty Bam
Conlon Bouygues Balfour Beatty
Eric Wright Bowmer & Kirkland Bouygues
ISG Eric Wright Graham
Graham ISG Kier
Kier Graham Vinci
Laing O’Rourke Kier Wates
Seddon Seddon
Wates Vinci

When we look at all these ‘winners’ how many are implementing the foundations that ‘the energy leap initiative‘ is implementing in refurbishments? Why is the foundation of ‘the energy leap initiative‘ optionally not immediately part of ANY new implementation? I am not saying that this is not done, I want to make sure that this is part of any new consideration, when the savings on the energy bill approaches 50%, it should be part of any consideration and if councils do not do that, they better have a really good explanations to back that up more than merely ‘budget’, I think there are plenty of people in the Grenfell tower who would agree with the downside of budgeting, oh no, they can’t they are all dead! And those related to the victims will not hear anything until way past 2020, so that is a disaster with a few disasters piled on top of that, and as such I believe that it becomes more and more important to scrutinise any building project, especially as some are setting it to a stage that is well over a billion pounds (£1.5 billion in this case).

Personally I wonder if we can hold the quote by ISG framework director Neil Walker to long term scrutiny. When we see: “The significance of the North West Construction Hub in delivering the vital infrastructure that supports our communities cannot be underestimated. As a forum for sharing best practice and innovation, fostering strong collaboration and focusing on driving efficiencies throughout the build process, this framework is a stand-out performer and an exemplar of how public/private partnerships generate real value and deliver much-needed facilities in the shortest possible timeframe.” The critic in me, personally translates what I see: ‘in the shortest possible timeframe‘ and I believe that this translates to: ‘cheap as shit through cutting corners and creating optional hazards‘, as well as ‘driving efficiencies throughout the build process‘, which I read as ‘driving deadlines in every direction creating optional construction and infrastruction issues across the board‘, I do hope that I am 100% wrong, yet at present as we see the issues (far beyond the Grenfell tower) that have reared their ugly heads in the last 13 years alone, the statistics are on my side and not on the side of Neil Walker. In the end, I should make people ask these questions, it is not because of the 72 people killed in the Grenfell tower; it is the additional pressure of housing shortage as well as the millions of pounds that this inquiry costs. When you see this in opposition of the budget cut to save £1.3m, are you even surprised that we should bring these issues to the table as loudly as possible? When we see this £1.5 billion event, and we remember the Grenfell tower event as the people were informed of a £200,000 more when staged against combustible versus non-combustible materials, how can we not see that there is a larger failing in the entire process before the construction starts and when I see terms like ‘driving efficiencies throughout the build process‘ I personally tend to get really nervous, especially when the driving parties tend to be elected officials (municipality councils) with a lack of civil engineering degrees (a personal assumption of mine at present).

Yet when we consider the long term energy gains that we get from implementing ‘the energy leap initiative‘ and other solutions in gaining energy efficient locations, I believe that it is imperative that their input is gained on anything over £5 million, the gains are just too good, especially in a day and age where energy is a global problem. There is also a second benefit. Whether the UK faces a Brexit with or without a deal, projects like this one will still need to happen, having a good relationship with any neighbouring country is a good idea no matter what, that approach was good policy before there was any EU and it will remain good policy after the EU collapses, because that is still a danger that the 27 EU nations face. You see the dangers in Europe are far from over. You might be in denial (for whatever reason), yet when we see: ‘End of QE leaves Italy, Spain and France seeking for new bond buyers‘  with in addition the quote: “Although the ECB announced the end of the Quantitative Easing (QE) last month, it said it would continue reinvesting the proceeds of bonds bought under the stimulus programme, but which were now maturing“, so not only are the European people deceived, the proceeds against the multi trillion Euro cost is still being used. So not only will the debt remain, any bond hike will change into dramatic loss for Europe when (read: when, not if) that hits, this links directly back to construction and building projects of all shapes and sizes, from that point of view we need to start becoming increasingly cautious on what steps to take next and setting a much better stage of construction and social housing is an essential first.

I personally believe that this Dutch project is a large step forward in better housing, we might argue that this should become the norm in new housing, yet when we see the petition (at https://www.mygridgb.co.uk/solar-petition/) and the fact that there has been a petition giving us: “Since May 2018, I have been running a petition on the UK Parliament website asking for a Parliamentary Debate that every new home in the UK should be installed with solar panels“, and when we see that the petition is now closed, not making the required 10,000 votes with added statistics that less than 3% has solar paneling gives rise to a larger failing in current construction projects, so as some walk away with millions, others merely end up getting roasted in the process. It is for that reason that we need to take a lot more critique to the construction table, especially when it includes a nice £1.5 billion build incentive. By the way, when we consider the weather in the UK, apart from the entire Solar panel issue, how many commercial buildings are equipped with a wind turbine? In this day and age, when we consider the options (at http://www.renewablesfirst.co.uk/windpower/windpower-learning-centre/how-much-does-a-farm-wind-turbine-small-wind-farm-turbine-cost/); the problem is not that easy and we accept that. The question becomes how much power do you need to truly substantially lower energy needs in an area? Apart from the fact that there will be an added benefit adding power to any grid, we have to consider that any opposition ‘to keep a nice view’ can no longer be seen as a valid response. As energy needs increase we need to see the light on accepting other means to supplement energy needs. That too is part of any energy leap. Merely stating that it is not viable when you are about to throw a billion plus into a stage of construction contracts, when we see cost cutting of £200K here and there, we should accept that proper costing was never done, the bare minimum no longer holds proper water, now when some investors take hundreds of millions out of the country, In all this did the demanded stage of a £2 million wind turbine really put them out of pocket? Any council that agrees that this was a ‘Yes’ better be ready to answer question in public and see their jobs fall away when the answers were regarded as ‘not satisfactory’.

To see this in a proper light we need to look at 2017, the Independent (at https://www.independent.co.uk/voices/hackney-council-housing-government-austerity-cuts-controversial-strategy-gentrification-a7886331.html) gave us: “28 new council homes for social renting, 39 for shared ownership and eight for private sale to help pay for them all in the absence of Government funding.” Sit down and consider that stage for a moment, whilst in opposition we see the Battersea Power Station where we see: “The £9bn revamp of Battersea Power Station in central London has slashed the number of affordable flats to just 386, a 40% reduction from original plans, the proportion of affordable housing will fall to 9%”, when compared, Labour sided Mayor of Hackney should be getting a freaking OBE for what he achieved. 28 out of eighty five homes imply that there is a stage of 32%, which is amazing. I understand that there is a much larger issue at stake, yet when we see the Apple HQ stage, whilst these people hardly ever pay any taxation in the UK on their billions, we should take a long hard look on who should be vacating their Wandsworth council position (in my humble opinion) no later than yesterday. It is not as black and white as I see it, I get that, yet between 9% and 32% we see a gap that is way too large, and many media outlets are not giving it the daily attention that this should get, not in light of the larger failings in the housing market that is currently going on. We all need to do more and we all need to do better, even if it is asking the questions that are seemingly ignored by too many. In all this, with the massive growth needed, the energy leap initiative will become increasingly important. The UK has been confronted with energy and gas shortages for three years now, is it not time that there is a more powerful push to address this?

Some stop the flooding by shoving their finger in a dike (a Dutch Hans Brinker reference), others decide to merely construct a better dike from the get go. I’ll leave it up to you to consider which solution fits your time-frame a little better. Just remember, you can get something cheap, good, or fast, and you are allowed merely two of the three options here.

Which two would you choose?

 

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Nationalisation, the second tier

The news is fresh, it is new news, yet it was foreseen, it wasn’t really news, but the drive has come visible, much more visible than most expected. As some might focus on the Guardian and the image of a beautiful young lady as she is afraid for her life, as she seeks refugee status in Australia, we see all the men and many women feeling sorry for Rahaf Mohammed al-Qunun. It might be correct, it might not. I do not know, yet what the Guardian is not telling you is seen in the Arab News (at http://www.arabnews.com/node/1431206/saudi-arabia), there the news is: ‘Saudi Arabia goes full steam with Saudisation of sales jobs‘. I think it is good that any nation pushes for national held jobs, no matter what country it is happening in. So as we read: “Saudi Arabia’s Ministry of Labor and Social Development announced on Sunday that it would be providing citizens with job opportunities in an attempt to reduce unemployment. The job opportunities will be in sales roles, including medical equipment stores, construction and building materials shops, car spare parts shops, carpet shops and sweets shops, according to Saudi state news agency, SPA.” I think it is good that the news is seen, yet what about the impact? It is not a national thing, it is regional, Oman is doing the same, Qatar has been doing it for a while and the UAE is on a similar trend. If it works it is great, yet what everyone forgets is the announcements of 6 months ago, this basically impacts Google, Apple and a few other players (the FAANG group as a whole) as they were opening their offices in Saudi Arabia as well, so from the Saudi view it is great to be Saudi. Many people all over the world dream of a Google job and now we see that Saudi’s are added to that knowledge pool. And that is what it is a knowledge pool that can drive Arabian IP to a much larger extent. In light of Neom City, in light of new Financial Districts in Riyadh, we see the opportunity for growth, yet do these events constitute actual growth as that question is equally important.

If we accept the same news two days ago (at http://www.arabnews.com/node/1430961/business-economy), we see that the headlines might give us ‘CEO of Saudi Arabia’s newest technology investment fund STV shoots for the moon‘, we might giggle, yet perhaps that same feeling came upon us when in 2001 a man named Mark Zuckerberg had an idea, how did that end? We can also consider that as Abdulrahman Tarabzouni is a MIT graduate, so he optionally has a better education than Mark Zuckerberg had (Harvard), which is me, myself and I starting a competitive flame between those two schools. The nice part here is that the STV (the investment fund) has half a billion to start with, so they can cream the best start-ups to truly grow their perspective and turn it into billions of wealth, if properly set their idea of a hundred times over might be conservative. We tend to not look into those directions, yet the ownership of IP is not merely an essential it is a wealth maker and a wealth breaker and as an MIT graduate he would (read: should) be able to see the difference between the wheat and chaff, it makes for all the difference.

Even as the Arab News introduces in opposition: “Some analysts point to two difficulties in the STV strategy: The high valuations of the global technology sector, and the comparatively high levels of geopolitical risk associated with the region, and the Kingdom, in the minds of some foreign investors.” We need to recognise that being first implies the avoidance of ‘high valuations of the global technology sector‘, the second part is ‘geopolitical risk associated with the region‘; that second part might not be zero, yet there is no clear danger to the Kingdom of Saudi Arabia, in addition as the footing of Iran diminishes the growth of Saudi Arabia will flourish, as well as the fact that the involvement and connections of Abdulrahman Tarabzouni with Saudi Aramco, Careem, Morgan Stanley, Oracle, Microsoft, Syphir tech company, Google, Member of investment committee, Middle East Venture Partners, as well as advisory roles at public and technology institutions in KSA, it would be my personal believe that if this person cannot navigate the rivers of political risk, no one would ever be safe to invest in Saudi Arabia and as we see billions from the FAANG group go that way soon enough, we can pretty much consider the second risk a dud in all that (for now).

The progress that Saudi Arabia is showing in 5G, now equalling the largest players on the western hemisphere shows not only the commitment for the Middle East, it shows that Saudi Arabia is taking the non-petroleum options extremely serious. It goes even further when we consider the news a mere 4 hours ago: “T-Mobile CEO to regulators: China is beating US on fast 5G wireless but our Sprint deal can change that“, how exactly will that happen? Merging Sprint and T-Mobile sounds nice, but they still lack higher technology equipment, Huawei beat them and the longer these players remain in denial, the larger the damage and that is where the STV can cash in. Any Huawei linked technology start-up has close to a 20% advantage over anything else. Let’s not forget that players like Verizon are not really using 5G, or as they say 5G Evolution, which I discussed in ‘Tic Toc Ruination‘, where we see: “We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?” (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/), something clearly seen from various sources a month ago, so how was their technology backdrop solved? It was not! I made additional observations in ‘That did not take long‘ (at https://lawlordtobe.com/2018/12/22/that-did-not-take-long-2/) where we see: “we are (again) confronted with what Neville Ray CTO of T-Mobile calls: ‘duping customers into thinking they’re getting something they’re not‘, America will not end dead last here, but they will be trailing (as currently is implied) behind more than one Middle East Arabic nation“, an observation I made on December 22nd last year, so not only am I proven right a few times over, the fact that for what I observe to be high paid people hiding behind presentations and wording whilst not having the actual goods is merely the facade of defeat presenting itself as ‘innovative opportunity‘, so we are watching these people heralding their Edsel whilst it is about to go up against the Maserati Gran Turismo and optionally the Mercedes-Maybach S 650 Sedan as well, and in what Universe does the Edsel have any kind of a chance? Parking perhaps (it is not that big) but how can you see innovative technology as innovation when parking is your only way to shine?

the sad part is that I have been talking to stone walls for 2 years now, the upside is that when they fail I have the documentation showing just how stupid they have been, and the end is nowhere in sight. I prepared issues on optional 5G tourism, cyber protection and a few other places that will really open up the valves of disgust from consumers when they are confronted with the impact on their daily lives. Even outside of governmental infrastructures Huawei is set in a stage where they have billions in optional business in both information and SME environment. The large presentation based players (like 5G Evolution) were so intent on pushing the large infrastructure that they forgot that actual business comes from other area’s and when the first sale is done, they are merely left with the stage where they wait for consumers to catch up, that part is no longer a given. We see part of that (at https://asia.nikkei.com/Business/Business-Trends/CES-2019-to-offer-glimpse-of-future-for-5G-AI-and-Huawei), where we are treated to: “About 4,500 companies are set to take part in this year’s CES, which continues to expand beyond consumer electronics as tech pervades once-mechanical industries like automotives. China now stands out in developing and applying both 5G and AI technologies. A decade ago, Japanese home electronics makers had a substantial presence in the Central Hall, an area packed with big-name companies. But as they have lost prominence, Chinese companies have emerged to fill the gap. Huawei Technologies, Alibaba Group Holding and Haier Group will all have exhibits in the Central Hall.” This matters as it is direct visibility; this is the direct stage in Las Vegas and its CES2019, people will get to see 4500 companies and some there proclaiming to equal Huawei, yet less than 5 will optionally have something to show the people on that level and I am speculating that they merely equal Huawei at best and this is one month before the Mobile World Congress 2019 in Barcelona where Huawei is set to take the centre stage and most of the attention. We cannot speculate what we will see exactly, but we will know on Sunday 24th February, and we will then optionally see the Samsung 5G router (not Mobile) and optionally several 5G mobiles, yet at that point we can use the dictionary torpedoes to sink that hype seeking content, contant that we have been exposed to from several sources. That part is not only visible, the results as shown by one source, gives us that AT&T is just not up to scrap at present.

Even as I have no real confirmation on how accurate the results are (so be aware of that), we are shown what PC Mag gave the people earlier and with the cautionary footnote (as would be appropriate): “remember that these are just test speeds ant that they will most likely improve with time. More importantly, there are still no 5G smartphones available yet, so these tests in the AT&T 5G network are just part of a process“, the fact that we see the results as in the image are bad, really really bad for a 5G environment!

From my point of view, test or not, their 5G should have knocked it out of the park leaving us with the entire 5G Evolution bit as what I personally would see as a sham, not a champ.

Nationalisation is only as good as the goods you have and in this the partnership with Huawei was essential and at present more and more technologists are stating the same thing. So those with a Huawei partnership will leave the others behind them on a larger scale in several layers and structural foundational flaws, the impact when the others cannot deliver will be fun to see, especially to mock on a daily foundation. I reckon that we have that right when we are treated to bloated presentations where we are left in the dust with the message: ‘It is great to be a consumer, in this age‘. Do not worry, we have his number and will point out that flaw soon enough several times.

We are finally seeing the impact of iterative technology versus frog leaping ahead. The iterative players will soon diminish, so from the Saudi point of view, they did bet on the right horse and that impact will give them multiple victories soon enough. You see, do you still think that the larger players will stay in a place with inferior abilities? When exactly was that ever an option for those who wanted to stay in the major leagues of technology?

 

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Plan(e)s of deception

We have been on the 5G track for a while and now, as players have been very adamant of taking the wind out of the sails of Huawei, we need to realise what they have, or merely what they have left. So to play nice with the Americans (and a few other governments), we have been drowning in all these new 5G devices, and close to exactly 2018 years after a girl named Mary forked out a little bub named Jesus of Nazareth, we were treated to all kinds of news like ‘New evidence confirms Samsung’s 5G smartphone for Verizon, codename Bolt‘, it seems that the writer Cosmin Vasile was on the ball, and I stipulate only seemed to be. For a former PR person claiming to be a tech journalist we gave him an initial pass. And when he gives us “However, Verizon announced early this month that it has teamed with Samsung to release a 5G smartphone in the United States in the first half of 2019. Now, we have more info that confirms the carrier’s statement” we get the image that there is something happening. It is only now that content creator Joshua Swingle gives us ‘Verizon’s 5G Samsung “Bolt” is actually a mobile hotspot, not a phone‘, so there we see the two parts that matter the most. The first “In actuality, Samsung’s upcoming device is a battery-powered mobile 5G hotspot. At the moment, details are pretty scarce, but a pair of Wi-Fi certifications (via VentureBeat) suggest there are two variants under development right now with the model numbers SM-V570N and SM-V570V“, and the second is “The Verizon model, on the other hand, makes use of Qualcomm’s Snapdragon X50 modem. This means it’ll be compatible with the radio frequencies used by the carrier for 5G in the US. While “Bolt” may not be the 5G smartphone everyone was expecting, Verizon customers won’t be missing out on anything. The number one carrier is still expected to offer a compatible version of Samsung’s 5G Galaxy S10 model when it launches“, the problem is that both sources are relying on Verizon to honestly inform them and that is where the problem starts, Verizon is in over their heads plain and simple. It is up against AT&T who rebranded some version of 4G as ‘5G Evolution’ and they are up against Huawei who is a lot more advanced at present, whether or not in America, others can judge Verizon for lagging behind foreign providers soon enough and that amounts to a multi-billion dollar fiasco. In addition, USA Today is giving the people “top executives from wireless powerhouses Verizon and AT&T will give keynote speeches where they are expected to outline why 5G will change the world. Both have launched limited 5G service in select cities, as consumers await the release of mass-market phones that can access the faster 5G signals. The talk will continue to heat up in February in Barcelona for the Mobile World Congress show, where more manufacturers are expected to show off new 5G phones“, we can argue how valid ‘limited 5G’ is, and whether it is actually a valid version of 5G, but that is a debate for later time.

The issue of Verizon becomes more apparent when we consider GSM Arena, which in the past was a really reliable site (and it might still be), however (at https://www.gsmarena.com/there_could_be_as_many_as_five_galaxy_s10_models_lite_vanilla_plus_and_two_5g_ones-news-34909.php), we clearly see the S10 Bolt as a 5G mobile phone. I am willing to accept that GSM Arena is working on good faith with supplied information, in all this we need to wonder whether it is Verizon handing different sources different information, especially in light of: “the Beyond Bolt (Galaxy S10 Bolt) will be a Verizon-exclusive (and will feature a larger battery, though exact numbers are unknown at this point)“, which seen against Venturebeat (at https://venturebeat.com/2019/01/04/samsung-bolt-gets-wi-fi-certification-as-a-5g-hotspot-not-a-galaxy-phone/) where the people get: ‘Samsung Bolt gets Wi-Fi certification as a 5G hotspot, not a Galaxy phone‘, even as we cannot state for certainty how this all started, it seems that there is a clear path of deceptive conduct on a few levels. The entire deception part becomes more polarised when we look at Tom’s Guide who gives us “The fifth device will be known as the Galaxy S10 Bolt, Dutch blog TechTastic is reporting, citing sources. It’s unclear exactly how it’ll get its name, but some important features might tell the story. For one, it’ll work over 5G, allowing you to access the ultra-fast network in areas where it’s available this year. Additionally, Samsung will bundle a larger battery in the Bolt, according to the report. Lastly, it’ll be exclusive to Verizon.” The story (at https://www.tomsguide.com/us/samsung-galaxy-s10-bolt,news-28967.html) gives us a Dutch blogger as the source and they all repeat one another, so as Venturebeat is opening the eyes of many, we see that this game of deception is played on a much larger stage, optionally implying that Samsung and Verizon are working together to create visibility by trying to take it away from Huawei (which in the end is a valid marketing ploy).

It is Forbes that give us clarity by not giving us any. It makes sense and when we see: “both Verizon and AT&T have announced a partnership with Samsung to deliver a ‘5G Galaxy smartphone’ in the first half of 2019. And yes, we know exactly what this is. “5G is going to be about more than just a network. Customers will eventually be able to connect in near real-time to unforeseen possibilities,” said David Christopher, president of AT&T Mobility and Entertainment. “Together with Samsung, we plan to bring the best in technology and innovation to our customers. The future we imagine with 5G is just beginning, and it is a great time to be a consumer.”” Forbes gave us the goods, as others are talking about the 5G Bolt part, Forbes gives us David Christopher who is seemingly informing us on how great it is to be a consumer, he leaves out the part where the consumers are getting misinformed. For the most we want to blame bloggers and technology reporters validly hiding behind words like ‘likely’ and ‘we expect to see’. Yet until the official unveiling in Spain at the end of February we will not actually know what is real and what is not.

So how come that they all got it wrong?

Well, they all merely seem to mimic and user each other as sources, propelling the fable forward (as I personally see it), Venturebeat did their homework and gives us (at https://www.wi-fi.org/product-finder-results?sort_by=certified&sort_order=desc&keywords=SM-V570V,SM-V570&companies=362) the certification sources. There we see (see image) and more important, we see that both are: ‘Category: Mobile Access Point (battery powered)‘, there we see the adults and the children separated, from what I can tell Venturebeat did its homework, the rest got used as the tools they seemingly are.

Is that fair?

That remains to be seen, unless we see at the end of February that Samsung is revealing an actual S10 bolt as a 5G mobile phone, these writers were tools to be used for the entertainment of Verizon, to create a marketing hype on a false product, if there is an actual S10 bolt being released, it also implies Samsung to be part of all this. You see, you do not give two different devices the same name that is a marketing no-no on a very high level. So far we have seen the actions by AT&T and now Verizon as well to be hiding behind the ‘be first’ tactic and not actually being there. It is as I wrote yesterday (at https://lawlordtobe.com/2019/01/04/dianhua-x2-xinche-xing/), “these players are putting it all one the table, betting everything they have to make a 5G turnaround whilst there is more than one indicating chance that this will falter. That is the gambling stage and all this is done without realising that Huawei does not need to bet, they merely have to deliver what they are promising making the others fold, losing it all over hardware that they cannot provide, or even better are already failing to manufacture“, and by the way, my premise was supported by quotes in the Wall Street Journal, and a few other highly respectable publications on the global scale, I knew what I was looking into. I partially hoped to have been wrong, yet less than 24 hours later we see additional sources merely proving my point. In addition, PC Magazine gives us only 9 hours ago (at https://www.pcmag.com/news/365649/surecalls-5g-booster-cant-extend-at-t-verizon): “AT&T is flat-out calling gigabit 4G “5GE.” Real 5G—5G NR—is coming on a range of frequency bands up and down the spectrum, with the first round of 5G phones and hotspots only supporting some of them“, as well as “Those bands, called millimeter wave, are what Verizon and AT&T are launching first, and they provide tremendous speeds but at very limited range. Unfortunately, the FCC hasn’t even set the rules for millimeter-wave boosters yet, according to SureCall CEO Hongtao Zhan, so those will probably come next year. “I don’t believe we’re the bottleneck of this. There’s no rule, there’s no standard, there’s nothing,” he says. Millimeter-wave boosters can’t be built yet, but Zhan says that’s where we’re really going to need boosters. Millimeter-wave frequencies have trouble penetrating walls. “There will be zero signal inside your buildings; it’s going to be horrible. Something has to be done to solve that problem”“, so not only is 5G a mess, there will seemingly be no reception in the building, so why buy into 5G for now? And is it not interesting that the consumer is mostly unaware to all this? In support we also get: “In my experience, he’s 80 percent right. Verizon has shown me millimeter-wave signal penetrating at least somewhat into buildings, but it drops off pretty quickly. There will definitely need to be some sort of in-building booster for millimeter wave, if the carriers want that frequency’s advantages to work inside.” All that information is missing form so many sources. At least, for me personally there is an upside, with all these additional needs, the need (and value) for my IP is growing close to exponentially, so I feel decent for now. Yet, the people who seem to adhere to David Christopher, president of AT&T Mobility and Entertainment and his view of “a great time to be a consumer” with all the non-given information, at what point will we use these publications to start up class actions against certain players to get 100% refund on hardware we get to keep? What level of punitive damages with the US courts and other courts define as ‘non damage’ and therefor non claimable just to keep AT&T and Verizon afloat?

America is all about suing people, not about holding them accountable and that is something we might see change in 2019, the entire 5G mess is becoming a plane of deception giving rise to certain people and their plans of deception to keep the interest focussed away from other players in this field. And that is not even the start of the failing we see in the US, according to the Gulf Times (at https://www.gulf-times.com/story/617959/Vodafone-one-of-the-first-to-go-live-with-5G-comme) where we see: “From today, GBI will be the first entity to be commercially connected to Vodafone’s 5G network. Moreover, Vodafone Qatar will be the first to commercially connect several consumer customers to its 5G network across Doha starting today. “We are proud to have been the first company to experience the power of Vodafone’s 5G network and now look forward to benefit from it commercially to enhance our operations. We congratulate Vodafone on officially receiving its 5G licence and extend our full support in the journey to accelerate the country towards becoming one of the most technologically advanced in the world,” said Abdulla al-Ruwali, GBI executive director and managing director“, and it is not AT&T, or Verizon. It is Vodafone of all places that has switched it on, completely licensed. Now, this is merely one source, although I got it via Reuters, there are optionally still issues in place and the debate is not over, but there you have it, the US claiming all kinds of stuff and the 5G trophy goes to the Middle East, how is that for a reality check?

The 5G market is a Wild West stage and now we see (or are implied to be notified of the fact) that the camel jockeys and not the cowboys (or Indians for that matter) that seemingly take the victory cake home for now.

 

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Diànhuà X2 (Xīnchē xíng)

This is not a name, it is not a brand and it is not a weapon system, Diànhuà is Chinese for ‘telephone’ plain and simple. The issue is that we need to start learning words that we normally never would have learned. Anyone who has spent time in a dojo in Eastern China (aka Japan) or perhaps in Thailand or in Indonesia knows this. You see when you start your path in Karate you learn the word ‘構え’, and you think, ‘I am learning the secrets of the universe‘ and that is how it feels, yet in Japanese it merely means ‘stance’ and that is what you did. In Pencak Silat, we learn the word ‘Pukul’, which translated Indonesian comes over as ‘Hit it’, which is exactly what you did; you punched it/him/her.

Simplicity is key here and what we might consider to be gibberish actually makes sense soon after we take more than 10 minutes of effort to see what information we are confronted with. When we start looking closer at the Huawei issues we see a lot to be concerned about. Not unlike Jeffrey Sachs, I had my issues with the Huaweian executive arrested in Canada. Apart from the fact that the United States does not get to set policy for other nations, the fact that China has economic ties to some degree with Iran also implies that Huawei would have had optional business with Iran.

Oh, and before you think that the US has its ducks in a row, you might want to look at the business partners (read: personal friends) of Vagit Alekperov (LUKoil) and look at their whereabouts in the last 5 months. Also wonder on how many were not arrested whilst in the US (or Canada for that matter), so whilst we all consider on how the US is doing business, we need to consider that more than one of them was roughly 13270 metres from a local FBI office there, we could ask the FBI, but they are currently closed, they will open at 08:15 with a fresh smile and optional free coffee, the coffee is there is apparently quite decent.

Yet back to what matters, you see, Huawei is not merely in the race, it is showing to make headway making 5G locations a lot better. We see the news in Poland, Spain and Italy, all this whilst surpassing the impressive achievement that Ericsson had. It surpassed the annual $100 billion revenue and as it stands, there is every indication that with certain projects in an ongoing state in Saudi Arabia, the UAE and optionally Egypt, Huawei could move towards 30% growth from the $100 billion last year. To a much larger extent it is also due to their mobiles Nova 3i, Mate 20 and the upcoming Nova 4i and Mate 30, it is not merely the excellence of their mobile; it is the sharp and competitive prices that will optionally allow Huawei to chip away the market share that Apple falsely believes to have secured. I believe that certain quotes, like: “Apple’s World Smartphone Market Share Above 50% For the first time ever Apple Inc. (AAPL) has garnered more than 50% of the global smartphone market during the fourth quarter, thanks to its high-end iPhone X“, in light of certain production places shutting down and earlier agreement with other providers should be considered as debatable, there is a definite drop in Apple choice. From my point of view, the people wanted a Golden delicious and they ended up with a Granny Smith. I personally love the sour taste of the Granny Smith, other do not. They objected to the iPad Pro ‘Bendy’, massive quality control problems, and not to forget the Extreme Tech quote: “Apple decided to actually make people’s products slower without telling them it had done so. It took this step after failures in its own manufacturing process caused damage to its batteries“. I am willing to go with the alternative path that the BS sold by Tim Cook where we see “but Cook states that all of the decline is attributable to Apple iPhone sales and that most of those sales (didn’t) occur in China“, all this whilst some sources still hang onto that 50% market share, a stage that is incorrect on more than one level, especially when we consider that the bulk of the people on this planet (roughly 80% plus) cannot afford some bloated new phone model that was close to 40% more expensive than a decent alternative, in this age the difference between $2369 and $1299 is too much for many households, it was the clear shot across the bow we all saw coming, but many remain in denial. In addition, the lawsuit files last month where we see: “plaintiffs Christian Sponchiado and Courtney Davis, alleges that Apple’s marketing claims about the iPhone X, iPhone XS, and iPhone XS Max are misleading“. If that case is ruled against Apple the impact will be massive. On the upside, Apple can buy into my IP with the entry price of $25 million upfront and get the optional 90% share of the patents linked to those (in case Google turns me down of course, they get first dibs (they have the reliability and credibility that I prefer).

In addition, as Apple lost $106 billion in value (almost 10%) a few hours ago, shows that the trillion dollar mark was merely a first step to become critically ill, optionally dead on arrival at the Wall Street hospital, more precisely the NYU Langone Health on Wall Street, Tim Cook might take a look at https://nyulangone.org/conditions, where he will learn that Bad Management choices is not a treatable ailment, yet Mental and behavioural Health is actually taken care of, although I am not certain that there is a cure for embossed ego and blindly following greed is not really a diagnosed behavioural health condition, he might be better off looking at Traditional Chinese medicine at that point, there he has an option to get advice from his friend Ren Zhengfei, if Tim forgot the number, Ren Zhengfei can be reached at +86-755-2878-0808.

What was THAT about?

When you consider the sidestep, it was not really a sidestep, when we see the European standards accepted in three countries and four optional additions, whilst the stage is now moving forward faster and faster in Saudi Arabia, the UAE, and Egypt, in a stage where 25 commercial contracts have been signed and all of them are moving forward, we see the initial failing in the US, Apple is a clear visibility, the lacking evidence of national security risks is out there louder and louder and now we see increased volumed voices in Commonwealth nations to reverse on the Huawei 5G ban. The fact that too many of the opposition have been in a stage of pussyfooting, micro stepping and calling these actions innovation and leaping ahead is where we see the failing of a larger group of Telecom players, at any stage, when (not if) those 5G standards are not met, it merely makes the case for other governments to either side towards a Huawei driven solution or fail in their 5G needs completely, and at this point, those who are not there at the beginning will merely lose millions of business opportunities every day. That is the clear setting and that is what we will see unfold. Players like AT&T might be the most visible ones, but they are not the only ones. Even when we look at current 4G abilities of Vodafone in France, good luck on finding ‘national coverage’ at that point, I have heard from more than one source that the map looks nice, but reality is nothing like their so called coverage map. And in the stage of once bitten twice shy, these players are putting it all one the table, betting everything they have to make a 5G turnaround whilst there is more than one indicating chance that this will falter. That is the gambling stage and all this is done without realising that Huawei does not need to bet, they merely have to deliver what they are promising making the others fold, losing it all over hardware that they cannot provide, or even better are already failing to manufacture. you see, the Wall Street Journal gave us a mere 4 days ago: “Major European wireless providers—big customers of all three—say Nokia and Ericsson have been slow to release equipment that is as advanced as Huawei’s“, the article (at https://www.wsj.com/articles/huawei-rivals-nokia-and-ericsson-struggle-to-capitalize-on-u-s-scrutiny-11546252247) gives us the parts that I mentioned weeks ago, I saw this coming a mile away and now that this is showing to be just as I said it would be, we now see the upcoming failures in a few countries, all of them ‘eager to be the number one‘, now soon to be trailing BEHIND what they call is a technological third world nation (Saudi Arabia), whilst Saudi Arabia is seemingly still speeding ahead and Huawei wants to be completely successful there as it almost guarantees them Middle Eastern 5G Supremacy.

The other players are in a deeper pool of trouble when we consider: “Both Nokia and Ericsson fear that if they are seen trying to take advantage, Beijing could retaliate by cutting off access to the massive Chinese market, people familiar with the matter said“, this is not news, this was always going to happen, you might want to pick up a decent history book and reread the British Telecom phase in the UK around 3 decades ago, it is not as comfortable to face these scrutinies when you are receiving the damage, not dishing it out, is it?

As I personally see it the US is due a few setbacks, these setbacks could cost Wall Street, the DJI and the NASDAQ in larger ways than I can foresee at present. What will happen to claimants when the delivery is not met and those 5G wannabe’s all make legal claims on goods and speeds not delivered? I do not need to remind the readers of the Trumped ego of nations when promises are not kept, do I?

These are not merely obstacles or pitfalls; the entire setting was bogus on a few levels. Whenever I see the Huawei ban mention on TV, my mind races back and remembers the US Secretary of State Colin Powell in clownish fashion running around with a silver briefcase showing it off at closed sessions with WMD events, you do remember how that ended, do you not? As I personally see it, the entire 5G debacle will be the same, but now the nations adhering to that alliance will face a lot more backwash from their own local political parties when it all falls down, and I feel 80% certain that this is exactly what will happen down the road. As I stated more than once, in the UK Alex Younger was at least in the proper stage where he did not claim National security risk, he merely stated that such infrastructure must be held national, not international hands. It is not a great decision, but at least it made sense, yet there too Huawei has economic options by investing in training the Bright Cambridge, London Poly tech and Oxford people in creating excellent 5G devices, optionally merely funding it and gaining huge windfalls over the upcoming decade. It would be a so called scenario of all the gains without the optional pains.

Interesting that we see nothing on such an optional solution in the media, do we? So as the new modelled 5G pushes forward there is no doubt that in the immediate time it will be ruled by Huawei, the others were (as I personally see it) too short-sighted for too long and that is the Tim Cookie we all forgot about, so whilst we see new Cookie policies, we merely see a collection of cyber analysts all gathered around some jar and not around the place of true innovation, the memo they received was in the end not that clear on the matter (Go Figure).

If you were up to speed to certain events and got the previous reference, my congratulations to you; if you missed it, no worries. Merely look (at http://scientists4wiredtech.com/2018/03/4g-5g-wireless-is-the-new-bait-and-switch-scandal/) and do not go on faith with: “4G/5G Wireless antennas require a fiber optic wire to be attached to each cell site, every block or two. No private company is going to roll out fiber to lots of new areas. The FCC rarely, if ever, mentions that 4G/5G densification requires fiber optic wires. Commissioner Carr’s 5G statement never mentions the terms “fiber” or “state utility”“, and when you add: “AT&T just changed its mind about deploying fixed wireless. The operator has been touting its plans to deploy a mobile 5G network in 12 markets in the United States this year using millimeter wave (mmWave) spectrum in the 28 GHz and 39 GHz bands. And while it still plans to move forward with those deployment plans, it announced today that it will deploy fixed wireless in late 2019 using the unlicensed Citizens Broadband Radio Service (CBRS) spectrum. It will initially deploy LTE but then migrate to 5G. The company did not say how many markets it would deploy” (from another source) and consider the two statements we see an optional shift in a few direction, more important all the places where AT&T will not reach (beside the difference in range that the two very different standards have), so at that point, how much subsidy will never ever be in favour of the American people and in addition to that, their created ALEC group (American Legislative Exchange Council), at that point when these documents and legislative agreement are scanned and we end up seeing some version of: “grants LICENSEE and its AFFILIATES, a nonexclusive right to USE the 5G hardware provided with these license terms (hereinafter the “HARDWARE”) for its intended purpose, as defined below. USE means the right to enable the HARDWARE in the manner and for the purpose for which it was intended by the manufacturer“, at what point will the people realise that ‘intended by the manufacturer‘ will end up being massively ambiguous and that in the end no rights will remain with the user when it end up not being up to the expected scrap? It is not even a slippery slope; it is a slippery slope not being able to support part of the weight it was supposed to support.

The worst part of it all is that it was not even a surprise to me that this was going to happen, so as others claim to be so much more intelligent to me, is that true intelligence, or is that intelligence that enabled them to fill their pockets? You tell me, I am not presuming any answers here, I am merely pointing out the facts that are actually available in a whole range of sources, several of them respectable; they merely did not bother to connect the highlighted dots, which is also a matter of concern at some point soon enough.

 

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That Lion cliché

Do you remember the time when art was about art? Perhaps you remember the studio that had the lion in their logo? I think that the very same lion was also very active in an old TV series called Daktari (1966, CBS). They had on their logo ‘Ars Gratia Artis‘, although some refer to it as: Arse for the sake of the artists, which is not the same thing.

It means art for art’s sake and that ideology came under assault by the Business Insider through Netflix last year (2 days ago), or did it? The article (at https://amp.businessinsider.com/netflix-bird-box-sparks-debate-over-data-in-hollywood-2018-12) gives a very different light on Hollywood. We initially get: “Netflix said its original movie “Bird Box,” starring Sandra Bullock, was viewed by 45 million accounts in its first seven days on the streaming service, a record for the company“, which is a good achievement, considering that there are 137 million subscribers, we get the setting that 30% watched it, something that should be regarded as a huge success. Yet Business Insider does not think so, it goes on with the quote: “Though Netflix revealed the huge number, it didn’t give specifics. How many of those 45 million watched the movie from beginning to end? What were the demographics of the viewers? Those are the types of stats that movie studios and TV networks release about their content“. Here we have a larger issue; those in the cinema, with rare exceptions will sit out the movie in the cinema, in the digital world we get to consider a new stage: how many watch it completely? Just like Google ads on YouTube where the first 5 seconds is ‘free’, or better stated might not be a viewer, and after 5 seconds the person can skip, so that is not a viewer either, these metrics now count towards the greater need to understand the Netflix viewer, because those who start the movie are optionally not actual viewers, so setting the purchase stage towards those metrics will be the downfall of Netflix soon enough, yet in all this, the viewer, including me, we are all new to the Netflix, Stan and other parts, so we get to switch products, like we switch channels and as such, finding what we like is going to be important to Netflix et al. Also, multiple watching might imply that, or another person at the house was watching, or perhaps I merely nodded off after 24.3 minutes only to realise that a comfy chair and warm weather implies that watching is a lot more challenging? In all this metrics, especially top line metrics with demographics will be increasingly important to all these digital providers. Even as we see: “That 45 million number has not been verified by a third-party measurement company in the way TV ratings and box-office results generally are“, we do not realise that for the most, cinemas have an utter lack of these metrics (other than amount of tickets sold, tickets per purchase and date of purchase), so even as Digital channels have more granularity (a lot more), we can debate and even question these metrics on a few levels. I once heard that a friend has his father drop by every weekend to use his Netflix account and keep up on TV series whilst the sunshine lad was at the beach entertaining his tan and swimming ability, so when he got home, he shared a meal with dad and they talk and watched a little more Netflix. So that implies that for that day the metrics are no longer matching the demographics, merely the member graphics, which again is not the same, not even close.

So when we look back at bird box, we see the interesting quote: “she believes that the latest Netflix news is nothing but a publicity stunt and that Netflix’s lack of transparency about data hurts filmmakers“, which is when the wheels leave the carriage in every direction. If movies are about art, why would data transparency be important? How is a vision or art an indication of data requirement? I get the statement, I get the implied stage where the TV industry is now mimicking Ubisoft when they started claiming another Assassins Creed every year. The implied part is forgotten as soon as you read it, but the danger is there. Those makers who rely on data to form the next hit will never ever get one. You see, the lesson that Ubisoft has been learning the hard way is that a game that appeals to everyone is a game that appeals to no one. The sales figures show that flaw, the ratings of games that at $50 million should have been 90% or better get nowhere beyond the 65%-85%, so basically a products that gets a little more than break even, it is a business model that theoretically works, but it will never produce any diamonds. The 78%-81% for Far Cry 5 is a direct indicator of that, some gave it as little as a 60% rating, a total change from the 90% that AC Origin deserved and that supports my thoughts there.

Yet in TV and movies on digital format we see another shift, we see the lack of materials making the makers a little desperate for choices. Even as we see Bird Box as a massive win, we see that choices are now coming at a much steeper investment curve, making the game a lot more dangerous, and it is pushing these analysts towards the metrics of watchers and optional watchers giving them a dangerous step towards anticipated interest versus real interest. Netflix is the most visible player here, but they are not alone. Stan, Foxtel, Canal Plus and a few others will face their own demons. Disney is the safest player for now as they have the best established brand on any medium, yet over time they too need to face the choices of data use available.

For me this data war is important in other ways too, as we see Bird Box and a title like the Blair Witch project in one box of choices, we see the link of mass media towards creating an inflated hype, yet when we look in another direction we realise that gems like Chilling Adventures of Sabrina would lose their footing into getting a place in creating and release. Sabrina is as I personally see it the true approach to ‘Ars Gratia Artis‘, the moment that data takes over, things will fall apart. It is not the data itself, it is the fact that in the first the data is mostly non-confirmed (member versus actual viewer), anticipated issues on re-watching versus actual reason of re-watching and that list goes on, the inability to properly vet data for a whole league of reasons will diminish the playfield and the Ubisoft stage takes over from the actual artistic stage, it could optionally kill a series like Sabrina overnight and will kill a whole range of other series in the same way in their first seasons too. There is other evidence too, the series Lucifer that got canned in one place, got taken up by Netflix and the fans win, in this case Netflix wins too and they deserve to win, but we need to realise that Lucifer is not unlike Star Trek, a series that initially got canned because the executives did not comprehend their fans (the watchers). We can add Firefly, Dollhouse and several other series to that list. I believe that Dollhouse was going towards the place that Westworld is moving on to and that is great, the stories are still accepted and they evolve for the viewing acceptance and appreciation levels and rightfully so, yet how many TV series were lost to us for the same reason? You see, I believe that the wrong approach to data and the non-comprehension (or wrongful use in dashboards) will make this a much larger issue soon enough, and guess what?

This will not be contained to the Hollywood world, the shift of data and dashboards will push into every realm that uses data soon thereafter. You might not think it now, but you all are part of this, it will affect you all soon enough. 5G is not merely a mobile platform, it is a data platform and we will personally see, feel and experience the impact of data. That impact is not theoretical, it is an actual impact. At Cornell University we saw the creation of a paper in March 2018 called ‘Load Balancing for 5G Ultra-Dense Networks using Device-to-Device Communications‘ by Hongliang Zhang, Lingyang Song, Ying Jun Zhang that gives us that to some degree directly. When we consider: “data traffic can be effectively offloaded from a congested small cell to other underutilized small cells by D2D communications. The problem is naturally formulated as a joint resource allocation and D2D routing problem that maximizes the system sum-rate. To efficiently solve the problem, we decouple the problem into a resource allocation subproblem and a D2D routing subproblem. The two subproblems are solved iteratively as a monotonic optimization problem and a complementary geometric programming problem, respectively. Simulation results show that the data sum-rate in the neighbouring small cells increases 20% on average by offloading the data traffic in the congested small cell to the neighbouring small cell base stations

Say What?

I am geting there the long way round, stick with me, it will soon make sense, as such, let’s look at this from another angle so that it makes a little more sense. Here I use a quote “We also know that the capacity (density) of current macrocellular 4G networks will continue to increase in the foreseeable future since there’s still spectrum available around the world that could be used or reused for mobile broadband“, this is a given, actually more than a given as both Cisco and Alcatel passed through the average barrier by 100%, as well over half a dozen carriers are on the average expectation, the other two crushed it by almost 100%, and that was 4G, the game changes in 5G (yes this is still about art).

Now consider that we are not set in metrics, my viewing pleasure never was, even as early as the late 70’s; that means that the metrics never fitted me and more importantly these metrics are failing a larger population to a much larger degree and it will increasingly fail those relying on them, no matter how good the story sounds. This part is important in a few ways. You see, from my point of view (always debatable whether it is correct), we see the flawed Ubisoft formula and consider that the choice fits 80% of all, this might be seen as a good thing. Yet in art the change is slow learned and even as with a video game the initial payment is done, we see a much larger stack of players going towards pre-owned games (for financial reasons). Now consider that in the Netflix et al world, it is not set into a $99 purchase, it is a $15 per month and everyone bailing after a few months will increase the financial dangers for players like Netflix (and others) as they have amassed a multi-billion dollar debt, whilst the people can leave at any time; even as leaving in the first year (or after the first free month) is not likely, especially at $15 a month, that same given part is not guaranteed after year one, so getting the right series up and running is a lot more important. Now that Netflix is no longer the one option and now that Disney Plus is gaining a global insertion, having the right data is increasingly important, we do get that, yet the Netflix data is lot more debatable than some think and this is where the problem starts. There are several indicators that the data is not that great or that complete. Unless Netflix is gathering data incorrectly (read: ethically immoral), which is not a given and there is no indication that this is happening, we have the direct issue with valid data versus non validated data and there is a much larger hiatus in play.

And now we get to the producer Rebecca Green, now we get to look at the part that is important. (apart from her ludicrous believe that Netflix data needs to be more transparent), we need to look at: “My goal is to create original content for wide audiences, but how do I cater to an audience if I do not know what they are turning in to watch?” she said. “‘It Follows’ has been on Netflix for two years, and I have no idea how many people have viewed the film. ‘I’ll See You in My Dreams’ has been on Amazon Prime for two years as well, and I have no idea how many people have viewed the film on that platform. Why share the stats for one film but not the others, aside from wanting to create buzz?“, right next to “Netflix needs to be more transparent about the performance of its titles so that people can better contextualize the data and to help more of these types of movies get made. I Personally believe that an adaptation from Forest Gump is needed: “Stupid is as Ubisoft does!“.

She is implying that she is out to make sure that she will not create a failure, and as such, she is unlikely to ever help create a true blockbuster. That is how I personally see it and so far my view has been supported with the results by Ubisoft several times over, so I feel decently confident on my view. She needs the right dreamers, the ones that dream the new stuff, not data driven, but vision driven. I dreamt the sequel to Mass Effect Andromeda two nights ago and it is still unsettling me today, I hope I never dream in that direction again, this does not imply a success, but it could potentially show to be a blockbuster to a lot of people, enough to take the Nexus for another spin if the investors are willing to take a (likely huge) risk. It is not merely the risk, the state that if they go all in that they are looking at optional sales of 6-8 million copies. That would be the stage where the game gets to approach the billion dollar mark and I am trying to remain conservative there. You see, it is not about the game, it is about offering something not done in gaming ever before, especially in console gaming. So there is the space to truly shift the field onto another track, a high speed track, but to get vested in that, it will cost the makers to get the right software engineers hat can give view to vision and that is a much larger call than some might think. I did a similar exercise with Elder Scrolls VI (not the one that is being made). It was not about a new story, it was about where can we push the story to and more important, how can we instill additional value, for me that has always been the ability to replay a game, not merely watch an interactive story with a few variables. What if we could evolve the game not merely in size, but in the ability to give a game 100+ hours of challenge and fun? In my mind, I gave that setting a whirl with Elder Scrolls VI: Resurrection by changing the nature of the challenge and by adding the openness of the game. Oblivion had done a terrific job initially, but I learned that in the 4th play through that I went for the anticipated goals too fast, I wanted a change that gave the challenge , but removed grinding to a larger degree (removing grinding 100% in an RPG is pretty much impossible). It is done not by adding more repetitive challenges, but by limiting options. You see, in my view a person cannot join all guilds, they can be members of some (until completed), so mages will auto decline Necromancers, thieves will reject assassins and fighters will not allow for thieves or assassins to enter the guild, so you can do all, but not all at the same time giving an additional layer to the gameplay, because at a later stage one guild will be a lot more challenging than before. Having a long term quest, one that goes on over time, even as you are working other challenges is also a path to set the stage and a third one is seen in choice. In my view The shrines were no more, the [main quest challenge] had undone something and we get to choose whether we fix that, and also having to decide what goes where, or continue on the path Tamriel was on, in that stage I have set 5 main quest lines in a different path, optionally giving a severe different view to how Tamriel continues as a nation, whether the initial main quest is resolved one way or another, that is the shape of close to 50-100 hours of additional playtime, will people like that? What happens when you really give the option of choice a new dimension?

I do not think that those bragging on how they cleared Skyrim in 2 hours will like it, but I am not making it for those few, I thought up ES-Resurrection for those who loved travelling in Skyrim (and beyond), those who create additional content and loved the time they had in Skyrim, the true RPG players that want to see it all. That same situation exists on any RPG (read: Mass Effect) and those value art and the creation of art by software engineers and graphical artists, gamers will bend over backwards buying such a game the very moment it arrives.

This is the same for movies and TV series, You merely have to watch fans going nuts on social media regarding Chilling Adventures of Sabrina to see my point proven; in addition, we saw a mere 3 weeks ago: “‘Firefly’ Fans Are Upset That Trending Hashtag Isn’t About the Show Being Revived“, when we see such impacts, we know that something is missed and some of these metrics will merely increase the amount missed by series makers (read: initial funders) and producers (read: investors). In this it is important to see the view of Robert Bianco (USA Today) with: “that Joss Whedon’s most devoted fans will debate and embrace, and a mass audience just won’t get“, that view is fair enough and the makers invest in the series, so as we see that there was a drop of 50% in viewers, it made sense to them not continue, yet a lot of the story was lost in the end. Could this have been prevented if data drove the choices of writing? I do not believe that to be the case, if anything, when we look at the Netflix setting, data would have made it worse; the series might have fallen over quicker. That is the setting for Rebecca Green (as I personally saw it). She might adhere to data transparency, yet there we see the most likely failure to be a choice made on non-validated data making matters worse, shying actual fans away because of adherence to the masses, which in my personal view makes matters worse, not better. Consider that 5 series with an 80% score, what are the chances that overlapping groups of people that end up no liking 2+ series released? How many members will that cost them in the months 13 and onward? In a stage where they invest $8 billion, how many losses will that ensue?

In all this (a very personal view) when we stop adhering to art for the sake of art, we see the path of data driven art and it will be nothing more than mere marketing of brand, viewers created through awareness, a dangerous setting in any form of art, video games have proven that; how long do you think it will take for people to switch away from 45 minute branding shows? How quickly will we switch to another provider? I believe that this stage will be reached sooner than we think. We might still adore and worship Game of Thrones, yet what will happen in season 8? Will it keep us on the edge? I am not handing the same values to GoT as we have had 7 seasons of GoT already, and a following will continue the story for now; more important at what point will see that there is a stage for season 10? Even if season 8 flops, there will be a drive to end the story lines at this point handing the need for a season 9 at the beginning of season 8, yet for new series that premise does not exist, so how can a series survive when it becomes data driven in a stage where the quality of data is debatable to a much larger degree at the very least.

This is not in the same range as the TV series were, it seems that the new digital series are effectively marketing driven and that might depend on data, but in all that, how many people would have given the Chilling Adventures of Sabrina a proper vetting in the initial hours? As the choice of streaming digital TV companies’ increases the timespan given to vet series changes as well. That is where my reference of that 4G paper comes into play. The stage of “Using higher modulations is a proven, reliable, and well-understood method to increase capacity in a given communication channel, but it has clear limits“, you see for people it is not bandwidth, it is time, yet the equation is basically the same, we have a finite 24 hours, minus 6-8 hours of sleep, minus time for food, hygiene, travel and work. Time is an absolute here and many forget that part; it is equally an issue in gaming. That part is even more so an issue as the digital age is trying to get attention from gamers (and vice versa) in the same way, more than you think. Marketing, TV marketeers and investors are trying to create hype’s anyway that they can and it gives an additional increase, but the personal impact is spread all over the board, so these people are trying to get towards data driven solutions forgetting about art to the larger degree and in that way losing an audience to a much larger degree than they could fathom. that is hard to prove in any direction, yet I feel that (when we translate this to movies), my part is proven by Joe Morgenstern in the Wall Street Journal with: “Spider-Man: Into the Spider-Verse; It’s as if everyone had set out to make the best Spider-Man movie ever, which is exactly what they’ve done“, the mere stage of a movie, an animated movie that is showing to be a comic book that has been close to truly been brought to life, I personally hope that Stan Lee had been able to see the final result whilst he was still alive (he might have done that), the fact that his visionary view on comic books took on a life of its own, data would never have gotten us there, it required art to get there, the fact that Channel 18 gave the people: “This may be the first Spider-Man feature to qualify as a great New York movie, drawn from the life of the city rather than outdated stereotypes“, I personally believe that this was achieved with art, not through data, or data as a mere assistant, not a driver.

We might think of the MGM lion as a cliché, but their slogan is still a driving force in entertainment and arts, it will most likely survive the data farmers for at least two generation, it is only when AI evolves through insight leading to wisdom that we will see a 90% appreciation level through data on arts, I doubt I will live that long, but part of me hopes to see that day where the quantum computer is asked what the state of the cloud is and it answers with an image of a Cumulus or a Cirrostratus with a defined point of arrival. It is my personal believe that people like producer Rebecca Green will always have a place in Hollywood, yet they will never become the Whedon’s, the Howard’s or the Russo’s, they got there by artistic vision, yet that too remains the issue of debate, how will the producers and directors see eye to eye on art versus data? It is something we will see a lot more in 2019, as it will drive the digital providers, as well as their content makers to a much larger degree than ever before.

 

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Shutdown to death

Time for the last article of the year.

In America the news is all about the shutdown, the government is in a stage of what some call ‘democratic’ application of force, some will call it a serious hoax against the American people and many think it is an atrocity, merely in play because of a wall someone wants. In that regards, it worked in China, not many Chinese left the country via the wall route, did they?

The Washington Post gives us that it is now probable that the shutdown will continue until January 3rd, when the new congress convenes. Some might consider the issue of “deny Trump any new wall money, keeping the Department of Homeland Security’s border-security funding at the current level of $1.3 billion“, yet the issue is a lot larger. It is transgressing borders (quite literally). I see it as the impact of a nation now bankrupt. As they approach a debt of twenty two trillion, or $22,000,000,000,000 we need to realise that even at a mere 0.1%, the US government has to hand over $22,000,000,000 in interest every year. Now we see the impact of the non-taxation of the FAANG group, not to mention all those Wall Street individuals and corporations that are able to have a career plan in tax avoidance (which is actually legal), tax evasion is not. So consider that no one pays a mere 0.1%, so the interest is a lot higher than that. Now consider the 22 billion and the fact that there are 325 million Americans. This would imply $67 for every American. Now consider that 12.3% is in poverty, so lucky for them no taxation and it amounts to 40 million people, this gives us an initial $2.7 billion short. Then we get the 10% group. It gets to be worse when we consider the 2016 numbers. There we see: “An estimated 45.3% of American households — roughly 77.5 million — will pay no federal individual income tax“, in addition those in the lowest 20% paid -$620, which implies no taxation and money from the government, and the picture does not get to be any better beyond that. So the US has a massive budget problem and as I see it, it is bankrupt. In this economist Laurence Kotlikoff actually agrees with me, he came to this conclusion in October, whilst I predicted the setting 3 years ago, the world economies have been in denial for that long. These people might hide behind some fictive ‘wealth of America‘, yet that group of people represents less than 1 million people, and they cannot fork over what the government needs and the picture is merely sliding from bad to worse and this is part of the entire shutdown issue, there is simply no money left.

And those behind “There is frankly no path towards him getting $5 billion in American taxpayer money to meet his campaign promise of a big, beautiful wall with Mexico,” Sen. Christopher A. Coons (D-Del.) said Sunday on CBS’s ‘Face the Nation’“, you see, how strong will this wall be? How long until that wall gets ‘punctured’ with a few shots from a M72 LAW or RPG7? Perhaps more efficient is drilling a few holes and fill it with Dynamite. So, how long until that wall is nothing more than a leaky billboard supporter? How much costs will there be in repairing that damage, a wall 2,400 miles long? How much concrete, how many holes, how many troopers will be required? One could argue that the cure is a lot more expensive than the disease ever was. All that in an economy where a government could never ever correctly deal with a minus 22 trillion invoice? That is before we consider the damage to nature, Big Bend National park, Buenos Aires National Wildlife refuge, Kino Springs, Organ Pipe Cactus national Monument, the impact on Yuma looks disastrous, the outskirts of Mexicali, and the space between San Diego and Tijuana is a foregone conclusion as lost forever. All elements that can be presented around, but there is the real impact of a dozen complications, none with a solution that does anything but drive the price of the wall sky high, merely leaving the US to ridicule (by China) with the notion that their wall was nine times longer, completed and functional 375 years earlier. Yes, these are matters that you will see in the news soon enough. I have no doubt that there is some benefit of having a wall, yet at $5 billion and a lot more afterwards, is that really the way you want to squander cash when you are bankrupt?

A wall that will prove to be detrimental to the funding option of 2019, that and the fact that federal workers are now either growing hungry or mandatory taking vacation days, so that impact will be seen all over 2019 as well. And this is not the first, as the Washington Post tells us: “making this the third partial government shutdown of 2018“. Who signed off on this? So when I see: “Sen. Patrick J. Toomey (R-Pa.) dismissed it as “really much ado about very little.”“, I wonder how many people on minimum wage were affected and would he be so kind to pay these people out of his own pocket? I wonder how trivial the matter remains at that point. And even as Senator Lisa Murkowski from Alaska gives us: “The votes are clearly not present in the Senate to provide $5 billion for the border wall“, I wonder if that is the full truth, I wonder if the actuality of the opposition is: “There are no funds left for such an outrageous symbol of discrimination“. I get there as terrorists and criminals will find a way around that wall, or under it, so there is that notion and that will happen, it happened, in Berlin, it happened in Colditz, it is still happening in Gaza, and as such it will also happen at the Mexican border.

It gets to be worse, especially in light of the earliest promise that this wall would be on the Mexican dime (never realistic), we see: “There is no mechanism for direct payments from Mexico’s government to the U.S. government for a wall in the trade agreement. And a number of Republicans have been greatly frustrated by Trump’s intransigence“. In light of that, why was $5 billion pushed for in American budgets? Although in this setting, the application was never made so artistically poetic by replacing ‘stubborn mule attitude‘ with intransigence, the Washington Post gets bonus points on that one.

An additional short update

I made mention of it in my article ‘That did not take long‘ (at https://lawlordtobe.com/2018/12/22/that-did-not-take-long-2/). there I stated: “because AT&T is going to start pretending its most advanced 4G LTE tech is 5G” and even as we were exposed to: “T-Mobile CTO Neville Ray wrote that AT&T was “duping customers into thinking they’re getting something they’re not.” The “E” is easy to miss, too, judging by a mockup AT&T sent out“, and it was the Washington Post (at https://www.washingtonpost.com/technology/2018/12/21/was-year-g-hype-g-reality-is-yet-come/) who gave us pretty much at the very same time: “We’ll make sure America wins the global 5G race,” John Legere vowed. “5G will unlock capabilities that will fuel job creation and innovation well beyond what we have seen so far“, as well as “AT&T said it too had switched on its 5G service, announcing it is the “first and only company in the U.S. to offer a mobile 5G device over a commercial, standards-based mobile 5G network” the catch? Access is limited for now to a select group of businesses and consumers in a dozen cities, and it requires the use of a mobile hotspot“, so is this real 5G, or is that the mentioned 5G evolution? In light of this article in the Washington Post, does this constitute deceptive conduct, or merely a missed communication between the WP editor and AT&T executives? And as we are treated to “As for when we will see the first 5G-capable smartphone? Industry analysts say the consensus appears to be the first quarter of 2019“, we see the completion of a stage of intransigence, I merely wonder who is not clear enough to see the sea of disagreement here. the fact that whatever comes is to be with an estimated price of US$1800 for the complete edition should also consider that this one item could max out the average credit card on the spot and that is without additional warranty and protection. So as 5G goes, it is seemingly merely for the rich (for now), so as such, is it truly an American first, or even a stage where America ends in a fictive first place? Perhaps it is perception on steroids, you can be the first in space, even if you send a monkey, it is in that light we get to see 5G soon enough. You merely have to contemplate who is remembered to be first in space, Yuri Gagarin on the 12th April 1961 or the monkey?

I wonder how soon we see the update on how trivial the difference is between 5GE and 5G, and how soon people realise that they are merely getting a new double priced contract whilst true 5G is not delivered, it might end up being a lovely day for contract lawyers in the US.

 

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Three privacies walked into a bar

It is not merely the beginning of a bad joke; it has become a distasteful one. Now, for the most I have never really been against social media like Facebook, as it was free and nothing comes for free. Yet in this, I have always advocated and expected certain levels of decency. The Guardian revealed two days ago that large levels of decency have been trampled on to a much larger degree than ever contemplated, and the people remain silent. The people are so uppity uppity on possible transgressions by governments seeking criminals and terrorists, yet they will allow for any transgression towards greed and exploitation, how can we accept any of it?

  1. Show us your tits

It is an old expression, and I heard it first somewhere in the early 80’s. It broadly represents: ‘What have you got to offer?‘ Mostly used by people with absolutely no adherence to either diplomacy or good manners (unless a guy makes the joke to a good male friend). It is the first part in the stage that the Guardian offers in an article (at https://www.theguardian.com/technology/2018/dec/19/facebook-shared-user-data-private-messages-netflix-spotify-amazon-microsoft-sony) where we see not merely ‘bending’ the rules; it is the breaking of basic rights towards privacy that is now out in the open. Even as we accept to the smaller degree: “making user data available through loopholes to companies including Amazon, Microsoft and Sony“, can we even contemplate the impact that we would have to face through: “Facebook gave Netflix and Spotify the ability to read and even delete users’ private messages“, the fact that these two were allowed to ‘delete’ messages is crossing a line the width of the grand canyon and the fact that those fruits and nuts on Capitol Hill (aka Senators and Congressmen) are clueless in their interviews, showing one stupidity tainted example after another and questions like ‘giving away rights to delete private messages‘ remained largely undisclosed shows just how useless the elected officials have become towards the larger fields of technology.

  1. Merely the tip, or can I shove my whole penis in there?

A small reference to the comedian Jimmy Carr, who once stated: “I can’t get a word in there, let alone my cock“, and that setting gives us the New York Times view of: “Facebook allowed Microsoft’s Bing search engine to see the names of virtually all Facebook users’ friends without consent, the records show, and gave Netflix and Spotify the ability to read Facebook users’ private messages” (at https://www.nytimes.com/2018/12/18/technology/facebook-privacy.html#click=https://t.co/p565d1TX5L). As we contemplate: “Acknowledging that it had breached users’ trust, Facebook insisted that it had instituted stricter privacy protections long ago. Mark Zuckerberg, the chief executive, assured lawmakers in April that people “have complete control” over everything they share on Facebook“, we see a much larger field opening up. We can think on one side that Mark Zuckerberg had become clueless on what is going on, or he remains intentionally silent on what he believes are personal rights of privacy, the mere realisation that Facebook acknowledges that not one user on Facebook has any rights to privacy is at the core of this stage. It goes further with: “the deals described in the documents benefited more than 150 companies — most of them tech businesses, including online retailers and entertainment sites, but also automakers and media organizations. Their applications sought the data of hundreds of millions of people a month, the records show. The deals, the oldest of which date to 2010, were all active in 2017. Some were still in effect this year” there is a clear transgression going on, and it is merely speculative on my side when we considered the impact of Bing and Microsoft. They have become so afraid of what Google has become that they are willing to stage new settings of alliances against whatever fictive war they face, the innovations that Google has brought and the innovations that Chinese player Huawei is bringing is scaring these large players beyond belief. If they cannot get up to their imaginative version what it means to be ‘on par’ they feel that they will be considered as derelict and considered as merely trivial in the 5G field. That is a much larger realisation and people need to be aware that as they contemplate of what it means to be a major player in the 5G field, the mere perception that they are not that, that they have lost the trust of the people is a much larger hurdle.

The NY Times shows that part in their article with: “Mr. Zuckerberg was determined to weave Facebook’s services into other sites and platforms, believing it would stave off obsolescence and insulate Facebook from competition. Every corporate partner that integrated Facebook data into its online products helped drive the platform’s expansion, bringing in new users, spurring them to spend more time on Facebook and driving up advertising revenue. At the same time, Facebook got critical data back from its partners“. We could contemplate that this is optionally the Ponzi version of a data scheme, but it is as I personally see it more sinister than that. You see, the lower levels would never advance to a higher level and the data would merely flow up to the tip of the pyramid, leaving the rest as mere exploitable facilitators in all this.

  1. Supply Filofax’s to the Russians, it is very organised crime

There is one additional part in all this that could be the beginning of the end for Facebook, as the NY Times gives us: “Facebook, in turn, used contact lists from the partners, including Amazon, Yahoo and the Chinese company Huawei — which has been flagged as a security threat by American intelligence officials — to gain deeper insight into people’s relationships and suggest more connections, the records show“, we are introduced to a much larger issue. Not only has the US been unable to prove the lie (read: non-truth) that Huawei is a National Security danger. We see the makings of the fact that American Corporation (read: Facebook) has been handing over the data voluntarily. As a business solution, Huawei had been able to see where the interactions were the largest and also predict where hardware and software would make it a much better regarded update for consumers, the fact that this data became available gives the first rise (after shown levels of non-comprehension) that technology firms are replacing politicians, politics and policy making them useless as these technology firms have been setting the beat of who gets what data and at which price, yet the US government is not allowed access, not when it can be sold at $14.99 per kilobyte of raw data.

This remains an evolving field and it is not until we get to the part “Apple devices also had access to the contact numbers and calendar entries of people who had changed their account settings to disable all sharing, the records show. Apple officials said they were not aware that Facebook had granted its devices any special access. They added that any shared data remained on the devices and was not available to anyone other than the users“, so not only does the new iPad pro bend under the smallest pressure, which Apple claims is normal (something the consumer was not informed about), we see that the ignorance of their own technology is now a much larger issue all over the playing field. the mere fact that disabled sharing of data still allowed for sharing is an architectural failure of much larger proportions than ever contemplated. In all this data sharing in Huawei devices remains unproven and in all this it seems that Google is not the black sheep some proclaim it is, all whilst Facebook is showing to be without ethics, without regards and without morals, so at what point will we relabel Facebook to Faecesbook?

So as the article ends with: “How closely Facebook monitored its data partners is uncertain. Most of Facebook’s partners declined to discuss what kind of reviews or audits Facebook subjected them to. Two former Facebook partners, whose deals with the social network dated to 2010, said they could find no evidence that Facebook had ever audited them. One was BlackBerry. The other was Yandex” gives a much larger rise to the lack of privacy that up to two billion users have not had for the longest of times. We could argue that it is in the interest of Google, to fix Google+ and allow people to port away from Facebook. When we look at the two players, it seems that Google+ is not nearly as dangerous as Facebook is more and more showing to be. Even as we are considering that Washington DC is suing Facebook, the realisation we get from: “Washington DC has sued Facebook for allowing the political consultancy Cambridge Analytica to gain access to the personal data of tens of millions of the site’s users without their permission“, when we set it against the stage that the guardian, the Times and the New York Times have shown the people. We merely have to print the log of all data shared and number all instances of data transgression will optionally show Facebook to be the most reckless and unethical corporation in the history of technology, that is quite the achievement, and it works for Microsoft as they might proclaim themselves to be saints in a tar pit.

When we consider the quote: “According to a letter that Facebook sent this fall to Senator Ron Wyden, the Oregon Democrat, PricewaterhouseCoopers reviewed at least some of Facebook’s data partnerships“, we see a massive failure by Facebook to police and protect the data of others, and as we already know, those who have the latest mobile phone, we need to realise that this is no longer a mobile phone, the latest phones and the ones for 5G are no longer merely mobile phones, they have become personal data servers and as we are seeing the impact where Facebook has made most of all that data shareable, with people you never agreed on having access, in how much anger will you be from January 1st 2019 and onwards? For me it works out nicely, it merely increases the value of my new IP, which is currently on the rise to a much larger degree than even I contemplated. 2019 might be finally be the year where my life turns largely to the better and at present I feel a lot safer handing that IP to Huawei than to anyone else, that is one reality that Washington DC has shown to the largest of degrees (Mountain View remains a strong contender for now).

The only part in all this is why large parts of all this was not shown clearly in the senate hearing of September 2018. Just contemplate this weekend, what else did that so called Senate hearing not figure out, and how unsafe would you like your personal data end up being in 2019?

 

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The systemic variable we forgot

We all have moments that are etched in our souls. It can be for the weirdest reason; it might not even make sense to the person when it happens. It sticks with them and what they had not realised at that time what or why, it takes time for the person to realise what the brain worked out instantly in the sub conscience. For me that moment was Stanley Kubrick. I saw 2001 early in life, I saw it in Cinerama and I never understood what I saw, I loved what I saw, and was caught unaware that Cinerama was merely a phase; yet that was not the moment. My moment was ‘the Shining‘. I was caught by the trailer, after that by the movie. I had read the book, but Kubrick had done something more with the King book. That feeling was reignited in me again when they used the movie in a part of the ‘Ready Player One‘ movie.

It is this part that will matter a little further down the line. For now I need to start with the Bloomberg article ‘Coke Names on Bottles Spell Money for Fintech with Data Focus‘ (at https://www.bloomberg.com/news/articles/2018-12-02/data-is-money-for-fintech-that-helped-coke-put-names-on-bottles). The article is 2 weeks old, yet it connects to something that happened yesterday (at https://www.cnbc.com/2018/12/18/experian-to-offer-a-way-to-add-your-phone-bill-to-your-credit-report.html). Even when we ignore the initial part ‘You may soon be able to use your cell phone bill to boost your credit score‘, you see, like many Kubrick movies what you are reading is not what matters. Even the initial quote “Experian, one of three major credit bureaus in the U.S., announced that it will start factoring in phone and other utility payment history into some consumers’ reports early next year, according to the Wall Street Journal.” The second part is a little more to the point, yet still they will not give you the goods, which is “Your credit score is a measure of how trustworthy you are in the eyes of financial institutions. Showing that you’re consistent about paying your utility bills gives lenders more reason to think you’re a safe bet.

It is not merely about paying the bills, which is still a must. It is how much of a product are YOU? You are no longer a person, you never were, you are product for enabling and facilitation, that is all that you are to them. The collaboration of Fintech and Technology is about long term facilitation. As the technology and digital age of marketing reaches saturation, we are confronted with the stage of 4G, ‘wherever I am’. this stage is very important, because wherever you are, you are either ‘an enabling consumer’ or you are not. Those who are not have little or no value to these corporations. It is the second stage of what was called: ‘those who have’ and ‘those who do not have’ and it is now a lot more immediate. The tranche of facilitation is directly important to corporations as this is directly converted to value and corporate drive, and your credit score is a first hurdle to them. Even as they are all about a 700, or a 750 score, we are merely misrepresented. It is the 500-700 range that has the larger fortune for them and that is who they want in their partial view for now; it is facilitation towards a group of corporations. When that falters you are out of the game and you will pay exceedingly more for the same as you are considered ‘a risk’. This is the stage where we see ourselves as this is the first icon towards those getting into the 5G game and those who are told (just like a technology firm recruitment drive), ‘you are not the perfect fit for now‘.

That game will continue and expand to a much larger degree; the companies are expanding on the ‘low-risk’ populations on a global scale. The game for Fintech also changes. As we are presented: “By using Experian Boost, those consumers could see their scores increase immediately after they link their bank accounts. And around 1.5 million consumers with no scores could receive a score“, we are not informed on the change where you in advance hand over your financial data and financial stages, so that those in an early stage can be made enablers to a much larger degree as long as they commit. So the telecom and Fintech are maximising potential to have low risk customers, whilst still charging risk enabled margins to all. For them it is win-win no matter how you slice it. Soon thereafter you will started receiving the ‘pay now, avoid a lowered credit score’, which will at some point translate into imparting ‘mortgage fears’ with any late payment.

CNBC then gives us the next level of ‘misrepresentation’, or is that merely ‘partial misinformation’? As we get “This move is the latest in a series of efforts from credit report agencies to increase scores as lenders look for new ways to assess risk levels“, you see the driving change is not new ways of assessing risk, it is about having a much larger population with credit scores as the three players are trying to be the largest player and here they unite. Experian, Equifax and TransUnion are staging a new setting where they have credit scores upfront, not when it has become an optional issue, but as possible risks rise. It is not merely: ‘overhaul how negative information is handled‘, which now connects to “since the overhaul, which was initiated after the Consumer Financial Protection Bureau found problems with credit reporting, firms have stripped tax-lien and civil-judgement data from credit reports, and millions of collection accounts have been removed. A year after the changes were made in June of 2017, 25 percent fewer consumers had a collection account on their credit report“, it basically gives them the setting that they have 25% less information, when you have a data population of one billion, 25% adds up fast, in addition, as 7 years old data falls off the debt data, having a new method (like phone bills) add it to the credibility of yourself, they get data with rollover capacity.

The question is not merely how just or how dangerous it is, it will soon become a stage of how discriminating it is. And even as that needs to be untangled, the Telecom companies and Fintech are now working together on how to select the cream from the others, making debt risk a valuating currency to add to their profit margins, as life without mobile phones is becoming increasingly important.

You see, you yourself will become the new system variable in all this. You are requested to freely hand over certain data that will identify you as an enabler to these large corporations and a larger facilitator to stamp out the credit value that you have and as such the technological abilities that you are allowed, or offered to be at a certain price. In a saturated 4G market getting the high end facilitators to be technological enablers for 5G matters to all who are ready to cash in, a lot of it and fast.

So when Bloomberg gave us: “Cassin, 51, who runs Experian Plc, has helped transform his company from a credit-reference firm into a broader data and software business. After starting with maintaining vast datasets of personal credit histories, most of its growth now comes from advising big companies on how to monetize the information they have on customers and supply chains, while avoiding privacy scandals” two weeks ago, they gave us a lot more than you realised. Brian Cassin has found a way to set the new stage, a stage he merely adopted from social media solutions like Facebook. Get them to hand over their billing history freely (for optional extra credit rating points) and as long as every bill is paid, he is happy to do just that, it is when the new stage adds other elements, that is when you either hand over more data, or lose credibility points and that is the stage of enabling them. From my data side, I would go with the premise that it is basically a brilliant move to get data. From the other side is that a financial setback will hurt more and when it is staged against your mortgage, that danger could become surreal for the person involved. It is basically a hidden trap that until you step into it, it is not a problem, when you do you will not merely hurt yourself, you will change the surrounding you are in by a much larger degree and the people handing over those details will not realise the trap they offered themselves up for until it is too late.

Matt Schulz, chief industry analyst at CompareCards also gives us: “You are the best judge of your ability to take on a new loan”. That is the part that bites, because more often than not, you are not. When you think back, who hasn’t made the fatal mistake when thinking: “I can buy this now, if I make sure that I only buy …….. next week“, you see, the actual premise is “If I do not buy these …… now, I will have enough money to buy …… next payday“, we do not do that, because we think we can gratify now and resolve later, and when there is a setback, we merely push it forward, which now becomes making the now initial issue an actual problem. We have all done that, and I have made that mistake a few times when I was younger. That is the immediate value for whoever uses that Experian solution as at that point the risk factor increases a lot and it will impact a few more items soon thereafter. It is a very dangerous setting for anyone under financial pressures.

Yet overall Experian is making a brilliant move to upgrade their data value in light of the 25% setback and basically these three players (Experian, Equifax and TransUnion) will upgrade their value by a lot this way. It will not end here, as Bloomberg gives us the thoughts of Cassin with: “Experian also helps protect against identity theft, and it still runs the core credit-scoring business, whose newer services include allowing lenders to quickly assess applications for car finance via text message. It’s also working with Amazon’s Alexa platform to explore new technologies like voice recognition to use in credit scoring“, the new field for Experian will grow as a much more axial player of 5G in the centre of it all. Identity theft will now no longer be merely around those with a stolen identity, their services will become a founding force is what will be the establishment of non-repudiation. As I stated, 4G was ‘wherever I am‘, yet with 5G it will be about ‘whenever I want it‘ and there the threshold of non-repudiation will rise, it is not merely about streaming, data access of what is there. It will be new levels of domotics, smart devices and automatic deep learning solutions, those paths require a level of non-repudiation, not merely authentication. The expert Varun Gulshan has been informing via academic papers the part of ‘Validation of Deep Learning Algorithms‘ and when you grasp that part, you will see the stronger requirement of non-repudiation over authentication, as Fintech is catching on there, the game evolves in a very different path, parallel the same, but in operations needs quite different and requires a much larger comprehension. Even as his stage was about the application in a medical field, its application applies to a lot more technology shores. The stage of non-repudiation (it can only be diabetic retinopathy and/or diabetic macular edema) and nothing else, versus the stage that we see when we consider ‘this could be diabetic retinopathy and/or diabetic macular edema (optional stage for authentication). As we see the evolution in finding the different stage, we see a new level of machine learning; we see a stage with a setting of being able to see the positive, the negative, the false positive and the false negative. The ability to differentiate between the four is actually a much larger difference than most realise. One could argue that we have a stage where the 95% certainty becomes a 98.1% certainty, making the larger risk no longer existent and the 3.1% difference translates to a trillion dollar market of facilitation, spread over the larger three mind you, so as they unite, they also grow their exponential growth in these area’s as we see basic needs being adjusted to facilitation with fees towards the risks that customers virtually pose. I state virtually for the mere reason that this field is basically new, evolved from an origin, but still brand new and all the companies who have ever been involved with invoice chasing will see that impact and they all want to be on board.

That is the system variable that we forgot, we forgot us as a mere variable in what drives our value, not the value that others impact on us, the value that we press for in ourselves, even if the impact is from the outside sources we face every day. Experian (and others) have found a way to charge us for the risk we are towards our value. So when we see an optional $60 for 200GB, we will soon face the option to get it at the starting price of $60, with an additional risk charge. You might think that this will never happen, but it is already happening, and when Fintech evolves the risk pattern, we will pay optional more, or face credit worthiness loss, losing 20 points when we are late with payment, seeing only 2 points repair per month, that is the part we do not see here. CNBC and Bloomberg only give the ‘business opportunity’ and the harshness of risk in the other direction was downplayed through ‘a natural fit for building solid credit‘, a statement that is not untrue, no one denies that. To see that hidden trap, you need to see the economic impact that 2004 and 2008 brought the people and how long it took them to restore those losses, I can tell you now that a large group of people in the US still have not recuperated, even when we realise that most families have mum and dad work 2 jobs. that is seen in part when we realise that at present both parents work full time in 46% of these households, the number is generic and weighted making it to some degree debatable, and some sources indicate that 30% of that group has both parents working more than one job, the latest information gives us that this is based on 2016 numbers, so it is incomplete at present, I personally fear that most politicians are not that eager to dig into that shameful setting, and as I am presenting these facts, we see no clear path that the quality of life is not getting any better for many, it merely becomes more risk driven than ever before enabling an evolving systemic problem to all households.

Technologically it is brilliant and opening many (fin)tech doors all over the place; looking with a humanitarian view, it is not a good thing, we are merely enabling others to degrade us to an algorithm part, something that was already the case, but until recently never to the degree we are about to see.

 

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Fight the Future

Mark Bergen gives us a Bloomberg article. The Sydney Morning Herald took it on (at https://www.smh.com.au/business/companies/inside-huawei-s-secret-hq-china-is-shaping-the-future-20181213-p50m0o.html). Of course the arrest of Meng Wanzhou, chief financial officer of Huawei Technologies is the introduction here. We then get the staging of: “inside Huawei’s Shenzhen headquarters, a secretive group of engineers toil away heedless to such risks. They are working on what’s next – a raft of artificial intelligence, cloud-computing and chip technology crucial to China’s national priorities and Huawei’s future” with a much larger emphasis on “China’s government has pushed to create an industry that is less dependent on cutting-edge US semiconductors and software“, the matters are not wrong, yet they are debatable. When I see ‘China’s national priorities‘ and ‘Huawei’s future‘ we must ask ourselves, are they the same? They might be on the same course and trajectory, but they are not the same. In the end Huawei needs to show commercial power and growth, adhering to China’s national needs are not completely in line with that, merely largely so.

Then we something that is a lot more debatable, when we get: “That means the business would lap $US100 billion in 2025, the year China’s government has set to reach independence in technological production” and by my reckoning, China could optionally reach that in 2021-2022, these three years are important, more important than you realise. Neom in Saudi Arabia, optionally three projects in London, two in Paris, two in Amsterdam and optionally projects in Singapore, Dubai and Bangkok. Tokyo would be perfect, yet they are fiercely competitive and the Japanese feel nationalistic on Japanese and at times more important, driven towards non-Chinese goods. In the end, Huawei would need to give in too much per inch of market share, not worth it I reckon, yet the options that Huawei has available might also include growing the tourist fields where they can grow market share through data service options, especially if the can Google to become part of this (in some places). In the end, the stage is still valid to see Huawei become the biggest 5G player in the field.

Then we get the first part of the main event. With: “It started working on customised chips to handle complex algorithms on hardware before the cloud companies did. Research firm Alliance Bernstein estimates that HiSilicon is on pace for $US7.6 billion in sales this year, more than doubling its size since 2015. “Huawei was way ahead of the curve,” said Richard, the analyst.” we see something that I have tried to make clear to the audience for some time.

June 2018: ‘Telstra, NATO and the USA‘ (at https://lawlordtobe.com/2018/06/20/telstra-nato-and-the-usa/) with: “A failing on more than one level and by the time we are all up to speed, the others (read: Huawei) passed us by because they remained on the ball towards the required goal.

September 2018: ‘One thousand solutions‘ (at https://lawlordtobe.com/2018/09/26/one-thousand-solutions/) with: “we got shown 6 months ago: “Huawei filed 2,398 patent applications with the European Patent Office in 2017 out of a total of 166,000 for the year“, basically 1.44% of ALL files European patents were from that one company.

Merely two of several articles that show us the momentum that Huawei has been creating by stepping away from the iterative mobile business model and leaping technologically ahead one model after the other. If you look at the history of the last few years, Huawei went from P7, Mate 10, Nova 3i and Mate 20 Pro. These 4 models in a lifecycle timeline have been instrumental for them and showing the others that there is fierce competition. The P7, a mere equal to the Samsung Galaxy 4 in its day, yet 43% cheaper for the consumer, and now they are at the Mate 20 Pro, which is 20% cheaper than the Samsung Galaxy Note9 and regarded as better in a few ways. In 4 cycles Huawei moved from optionally a choice to best in the field and still cheaper than most. That is the effect of leaping forward and they are in a place where they can do the same in the 5G field.

We are confronted with the drive with the statement: “Huawei is throwing everything into its cloud package. It recently debuted a set of AI software tools and in October released a new specialised chip, called the Ascend. “No other chip set has this kind of capability of processing,” Qiu said.” This viewed advantage is still a loaded part because there is the fact that China is driven towards growing the AI field, where they, for now have a temporary disadvantage. We might see this as a hindrance, yet that field is only visible in the governmental high end usage that there is and consumers like you and me will not notice this, those who claim it and create some elaborate ‘presentation’ into making the water look muddy. When your life is about Twitter, LinkedIn and Facebook, you will never notice it. In the high end usage, where AI is an issue, they are given the cloud advantage that others cannot offer to the degree that is available to non-governmental players (well, that is what it looks like and that is technologically under consideration, yet it does look really nice).

When we look towards the future of Huawei we clearly see the advantages of the Middle East, especially Saudi Arabia, UAE and optionally Qatar if they play their cards right. Latin America is an option, especially if they start in Argentina, where they could optionally add Uruguay overnight, branching out towards Chile and Paraguay will be next leaving the growth towards Brazil. Yet in that same strategy add Venezuela and Colombia first would enable several paths. The business issue remains, yet being the first to have an additional appeal and if it pisses off the Americans Venezuela gets on board fast often enough. The issue is more than technological. The US still has to prove to the audience that there is a 5G place for them all and the infrastructure does not really allow for it at present, merely the metropolitan areas where the money is, driving inequality in the USA even further.

If visibility is the drive than Huawei is very much on the right track and they are speeding that digital super highway along nicely. Yet in opposition to all this is the final paragraph in the SMH. When we see: ““As long as they stick to the game plan, they still have a lot of room to grow,” he said. “Unless the US manages to get their allies to stop buying them.”” This is a truth and also a reassurance. You see the claim ‘Unless the US manages to get their allies to stop buying them‘, gets us to an American standard. It was given to us by the X-Files in the movie with the same name, or perhaps better stated Chris Carter gave it to us all. The end he gives us: “He is but one man. One man alone cannot fight the future“, it equally applies to governments too, they might try to fight the future, yet in the end, any nation is built from the foundation of people, stupid or not, bright or less so, the larger group can do arithmetic and when we are confronted with a Huawei at $450, or an Apple iPhone at $2350, how many of you are desperately rich enough to waste $1900 more on the same functionality? Even when we add games to the larger three (Facebook, LinkedIn & Twitter), most phones will merely have an optional edge and at $1900? Would you pay for the small 10% difference that 1-3 games optionally offer? And let’s not forget that you will have to add that difference again in 2 years when you think that you need a new phone. The mere contemplation of optimised playing free games at $77 a month makes total sense doesn’t it? So there we see the growth plan of Huawei, offering the top of the mountain at the base price and those in denial making these unsubstantiated ‘security risk’ claims will at some point need to see the issue as Verizon is the most expensive provider in the US, So when I see $110 per month for 24 GB of shared data, whilst I am getting 200GB for $50, I really have to take an effort not to laugh out loud. That is the 5G world, the US faces and whilst there was an option for competitive players in the US, the Huawei block is making sure that some players will rake in the large cash mountain for much longer and there others are making fun of my predictions, and now that I am proven to be correct, they are suddenly incommunicado and extremely silent.

As such, when I predicted that the US is now entering a setting where they end up trailing a field that they once led, we will see a lot of growth of Chinese interests. In all this, do you really think that it will stop at a mere 5G walkie talkie? No, with 5G automation and deeper learning, we will see a larger field of dash boarding, information and facilitation to the people and Huawei will optionally rule that field soon enough, with a few non Americans nipping at their heels for dominance because that is the nature of the beast as well. Progress is a game for the hungry and some players (specifically the US) have forgotten what it was like to be hungry. Australian Telstra made similar mistakes and moved their Share price of $6.49 to $3.08 in the stage of 3 years, a 52% loss of value, and when (not if) Huawei pushed the borders all over the place, those people with a Verizon Protective State of Mind will end up seeing Verizon going in a similar setting, because that is also the consequence of adhering to what I would consider to be a form of nationalistic nepotism. The UK already had its ducks in a row for the longest of times (and that island has less ground to cover, which is a distinct advantage), so there BT has options for now and over time they might adhere to some of their policies as is required, the US is not in that good a position and Huawei merely needs to flash a medium purse of cash to show the people in the US that a place like Buenos Aires can offer the masses more and faster than those on better incomes in the US, because the pricing model allows for such a shift.

In this the problem is not a short term one, even as US giants are supposed to have the advantage, we also see that the workforce is not properly adhered to, the US (and the UK) have a massive, not a large, but a massive disadvantage when it comes to STEM students, a disadvantage that China does not have. The AI field is not something that is solved over the next 3 years, so as those with educations in Science, Technology, Engineering and Mathematics is dwindling to some degree in commonwealth nations and America, China can move full steam as the next generation is pushed into high end ambition and careers. As such the entire AI shortfall against America can be overcome much easier by places like China and India at present. It is not merely the stage of more graduated students; it is about groups of graduated students agreeing on paths towards breakthrough solutions. No matter how savant one student is, a group is always more likely to see the threat and weakness of a certain path and that is where the best solution is found faster.

Will we ‘Fight the Future’?

The issue is not the American polarised view, it is the correctly filtered view that Alex Younger gave us initially, it is not incorrect to have a nationalistic protective view and Alex gave the correct stage on having a national product to use, which is different from the Canadian and Australian path proclaimed. We agree that it is in a national required state to have something this critical solved in a national way (when possible that is), in this the path to have a Huawei 5G stage and then reengineer what is required is not wrong, yet it is optionally with a certain risk and when that path is small enough, it is a solution. The UK is largely absolved as it had BT with the foundations of the paths required, just as Australia has Telstra, yet some countries (like Australia) become too complacent, BT was less complacent and they have knowledge, yet is it advanced enough? We agree that they can get up to speed faster, yet will it be fast enough? I actually do not know, I have no data proving the path in one direction or the other. What is clear is that a race with equal horses provides the best growth against one another, the competitiveness and technological breakthroughs that we have seen for the longest time. That path has largely been made redundant in the US and Australia (I cannot say for certain how that is in Canada).

Even as Huawei is gaining speed and being ahead of it all is still a race by one player, the drive to stay ahead is only visible on the global field, and it is an uncertain path, even if they have all the elements in their favour, what is clear is that this advantage will remain so for the next 5 years and unless certain nations make way for budgets growing the STEM pool by well over 200% their long term disadvantage remains in place.

The versusians

In this stage we need to look in the pro and con Huawei field. In the pro field, as Huawei set the stage for global user growth, which they are seemingly doing, they have the upper hand and they will grow to a user base that grows from servicing a third of the internet users to close to 50%, that path is set with some certainty and as such their advantage grows. In the opposition of that, players like need to step away from the political empty headed failure of enabling the one champion stage of Verizon and Telstra, diversity would give the competitive drive and now it is merely Telstra versus Vodafone/TPG, is means that there will be a technological compromise stage where none of the two surges ahead giving players like Huawei a much larger advantage to fuel growth,

How wrong am I likely to be?

So far I have been close to the mark months in advance compared to the big newspapers only giving partial facts long after I saw it coming, so I feel that I remain on the right track here. The question is not merely who has the 5G stage first, it will be who will facilitate 5G usage more complete and earlier than the others, because that is where the big number of switchers will be found and players like TPG and Vodafone have seen the impact of switchers more than once, so they know that they must be better and more complete than the other brand. Huawei knows it too, they saw that part and are still seeing the impact that goes all the way back to the P7, and that is where Apple also sees more losses, We were informed a mere 9 hours ago: “Piper Jaffray cuts its Apple (NASDAQ:AAPL) price target from $250 to $222 saying that recent supplier guidance cuts suggest “global unit uptake has not met expectations.”” another hit of a loss to face, optionally a mere 11.2% yet in light of the recent losses, they faced, we see what I personally feel was the impact of the ridiculous stage of handing the audience a phone of $2369, optionally 30% more expensive than the choice after that one, even if the number two is not that much less in its ability. The stage where marketeers decide on what the people need, when they all need something affordable. It personally feels like the iMac Pro move, a $20K solution that less than 0.3% of the desktop users would ever need, and most cannot even afford. That is driving the value of Apple down and Huawei knows that this egocentric stage is one that Apple et al will lose, making Huawei the optional winner in many more places after the first 5G hurdles are faced by all.

Do you still think that Apple is doing great? A company that went from a trillion to 700 billion in less than 10 weeks, which is an opportunity for the IOS doubters to now consider Huawei and Samsung, even as Huawei will statistically never get them all, they will get a chunk and the first move is that these users moved away from IOS, and as Android users they are more easily captured towards user hungry players like Huawei by its marketing, that is the field that has changed in the first degree and as people feel comfortable with Huawei, they will not consider getting more Huawei parts (like routers for the internet at home) and that continues as people start moving into the 5G field. You see, we can agree that it is mere marketing (for now), yet Huawei already has its 5G Customer-premises Equipment (as per March 2018). this implies that with: “compatible with 4G and 5G networks, and has proven measured download speeds of up to 2Gbps – 20 times that of 100 Mbps fiber“, that they can buy their router now, remain on 4G and when their local telecom is finally ready, 5G will kick in when the subscription is correct. It is as far as I can tell the first time that government telecom procedures are vastly behind the availability to the consumer (an alleged speculation from my side).

Do you think that gamers and Netflix people will not select this option if made available? That is what is ahead of the coming options and that is the Future that some are fighting. It is like watching a government on a mule trying to do battle with a windmill, the stage seems that ridiculous and as we move along, we will soon see the stage being ‘represented’ by some to state on the dangers that cannot (or are ignored) to be proven.

The moment other devices are set towards the 5G stage, that is when more and more people will demand answers from industrial politicians making certain claims and that is when we see the roller-coaster of clowns and jesters get the full spotlight. This is already happening in Canada (at https://www.citynews1130.com/2018/12/13/huawei-and-5g-experts-clash-on-the-risk-to-canadas-national-security/), where City News (Ottawa) gives us: “I can’t see many circumstances, other than very extreme ones, in which the Chinese government would actually risk Huawei’s standing globally as a company in order to conduct some kind of surveillance campaign“, something I claimed weeks ago, so nice for the Canadian press to catch up here, in addition when we are given: ““This can be used for a lot of things, for manipulation of businesses to harvesting of intellectual property,” Tobok said. “On a national security level, they can know who is where at any given time. They can use that as leverage to jump into other operations of the government.” those people knowingly, willingly and intentionally ignore the fact that Apps can do that and some are doing it already. The iPhone in 2011 did this already. We were given: “Privacy fears raised as researchers reveal file on iPhone that stores location coordinates and timestamps of owner’s movements“, so when exactly was the iPhone banned as a national security hazard? Or does that not apply to any Commonwealth nation when it is America doing it? Or perhaps more recent (January 2018), when Wired gave us: “the San Francisco-based Strava announced a huge update to its global heat map of user activity that displays 1 billion activities—including running and cycling routes—undertaken by exercise enthusiasts wearing Fitbits or other wearable fitness trackers. Some Strava users appear to work for certain militaries or various intelligence agencies, given that knowledgeable security experts quickly connected the dots between user activity and the known bases or locations of US military or intelligence operations.” So when Lt. Walksalot was mapping out that secret black site whilst his Fitbit was mapping that base location every morning job, was the Fitbit banned? Already proven incursions on National security mind you, yet Huawei with no shown transgressions is the bad one. Yes, that all made perfect sense. I will give Wesley Wark, a security and intelligence specialist who teaches at the University of Ottawa a pass when he gives us: “Still, Canada can’t afford to be shut out of the Five Eyes or play a diminished role in the alliance, and if Britain decides to forbid Huawei from taking part in its 5G networks, Canada could not be the lone member to embrace the company“, OK that is about governmental policy, not unlike Alex Younger there is a claim to be made in that case, not for the risk that they are or might be, but the setting that no government should have a foreign risk in place. This is all fine and good, but so far the most transgressions were American ones and that part is kept between the sheets (like catering to IBM for decades), or leaving the matter largely trivialised.

It is pointless to fight the future, you can merely adhere to swaying the direction it optionally faces and the sad part is that this sway has forever been with those needing to remain in power, or to remain in the false serenity that status quo brings (or better stated never brings). True innovation is prevented from taking grasp and giving directional drive and much better speeds and that too is something to consider, merely because innovation drives IP, the true currency of the future and when we deny ourselves that currency we merely devaluate ourselves as a whole. In this we should agree that denying innovation has never ever resulted in a positive direction, history cannot give us one example when this worked out for the best of all.

 

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This was actual news, how?

OK, I have slammed many of the large corporations, members of the FAANG group, Microsoft (on the mere principle of joy), IBM, because we have to and a whole range of other technology providers. We could work on the conundrum that a UK comedian once gave us:

How long must we bash Microsoft, not merely for the joy, but because it is our civic duty to do so?

Apparently his equation also applies to UKIP, Nigel Farage, the LibDems and Nick Clegg. At times, I have hit out at Google decisions as well, because at times, in critical points of exposure we need to do that. Not merely because of a $340 million payout they would owe me for bringing them a patented solution worth $3.4 billion, but you get the package deal. If you cannot say where it is at when it matters, whatever happens will never matter, and I prefer not to work for anyone who does not matter, or whatever they bring matters to no one, it is a stage of work that is self-destructive in the end, and who wants that?

My bosses have always known that, they always knew where they stood with me, no exceptions. I hate bosses who are too scared to give me the bad news. You know those bosses who over the course of the week go from. ‘We would like this to get done’, then we get ‘It would be best if we can manage this to be completed, optionally at the end of the week’ and on the Friday afternoon we get ‘If we do not present it on Monday morning, jobs will be on the line’, so we work throughout the weekend, whilst the previous Monday we could have been given the reality of ‘This has to be presented next Monday morning, so we need to put in the hours to get it done’ There we would have known what we were in for. Not to overly stressed stage of a weekend to resolve issues (whether realistic or not).

These bosses are still around, they are the epiphany of cowardice, they cannot relay bad news, no matter what is ahead.

Why are we getting this?

The Guardian (at https://www.theguardian.com/technology/2018/dec/11/google-tvc-full-time-employees-training-document) gave us less than 9 hours ago: ‘Revealed: Google’s ‘two-tier’ workforce training document‘, we get “Google staff are instructed not to reward certain workers with perks like T-shirts, invite them to all-hands meetings, or allow them to engage in professional development training, an internal training document seen by the Guardian reveals“, and my answer is: ‘So what?

I was one of those people, I was assigned exclusively to Google and I did not get that stuff, we got some of that stuff via our own office. I NEVER took offense, because I was hired and employed by someone else, I was merely exclusively assigned to Google. There was no lack of clarity; there was no lack of information and no lack of assistance. Google is a world by itself, it opens EVERY door within Google and those employed there have access to pretty much EVERYTHING. So it is in all kinds of manners an IP nightmare in the making, as such it is important to know what you can do, what you can access and where you can be. They never denied us food, coffee, snacks, or access to the materials we needed to do our jobs, we merely did not get everything and I get it, I always understood that this is a nightmare for the actual Googlers as well.

So there is an actual harsh truth in: “Working with TVCs and Googlers is different,” the training documentation, titled the The ABCs of TVCs, explains. “Our policies exist because TVC working arrangements can carry significant risks.” I do not believe I ever did anything inappropriate there, I never betrayed the trust of Google; I never short changed their customers on service. Apparently 2 years later there are still agencies that look back on my service very positive, that is my reward, I did a good job and that is what I always wanted to do, a good job. I also always wanted to be a Googler, because of the access to so many bright minds, it is intoxicating. For 20 years I was the only light in a company (because of my function), pushed into a cubicle with the books , manuals and data sets, the guru on a lonely mountain. To walk into the room with similar bright minds and knowing that I am not even close to the brightest mind is awesome, for me trying to keep up with them was a challenge, one anyone would miss. It is like training with Braden Holtby and Martin Jones for next week line-up as a goalie (in realistic terms, I would end up in 4th position there), but I will fight for it, no matter what, so Braden better bring his flaming A-game to that practice round.

I also did not take offense to: “According to a current employee with access to the figures, of approximately 170,000 people around the world who now work at Google, 50.05% are FTEs. The rest, 49.95%, are TVCs“, perhaps I should, or perhaps I should not. Well, I am no longer a TVC, so it does not matter, you see, that is corporate policy. It is what some would call: ‘Above my pay grade’. For the most I want to do a good job, have a decent place to live in and do it just like I did many decades, I am a workaholic at heart, I feel no denial or shame.

So when I see: “The letter detailed some of the material concerns that TVCs face due to Google’s differential treatment, including lower wages and “minimal benefits”“, I wonder what that is about, because I never had any income complaints and the lunches I had there were awesome (and a nice plus). The work was well staged, the equipment was there and working (they have an excellent IT department), which in light of some other places was a nice step forward. Perhaps it was lower wages, I do not know, I was hired on a clear premise and they fulfilled it 100% (110% is you consider one or two extras). Yes, I did notice that the Googlers had all kinds of extras. They have a job to do, a target to make and whether they did or not, I do not know. I did what I had to do and there was no negativity. Perhaps it is different in other nations, perhaps a place like Mountain View has other parts, I cannot tell. Yet when I personally see: “Google routinely denies TVCs access to information that is relevant to our jobs and our lives,” the letter states. “When the tragic shooting occurred at YouTube in April of this year, the company sent real-time security updates to full-time employees only, leaving TVCs defenseless in the line of fire. TVCs were then excluded from a town hall discussion the following day.” I see an issue, one that he article does not give.

  1. I never was denied information that was relevant to my job, I got at times a whole lot more information than I bargained for.
  2. Leaving TVC’s defenseless in the line of fire‘, I cannot tell, I was not there, was that actually the case, or was that perception? That is an important distinction, and I feel certain (to a small degree) that the writer Julia Carrie Wong cannot tell that for certain either.
  3. Excluded from a town hall discussion, makes sense because as a TVC I would not be an employee of Google, my boss if I was exposed to that would inform me and then make sure I got all the support I needed, because my boss was great in that regard.

So we have one part with three elements where two parts could be wiped form the ledger immediately leaving one optional discussion.

Bloomberg gives an additional part. there we get: “One contractor, who works 50 to 60 hours a week in Google’s marketing division, said TVCs are treated as “collateral damage” who can be hired and fired on short notice to help the company achieve business goals quickly and cheaply.” that is the nature of the beast, that is the impact of being a temp, I have been a temp for many years and I preferred being an actual employee, but it was work and at some point I became an employee of a large software firm, sitting on the other side of that equation. And even today I would not shy away from being a Google TVC. I was never treated wrongly. For the most I was never treated wrongly at any firm hiring me as a temp, oh and on the side, those 50 hours were all paid for, as an employee I did not get that overtime. We all have moments that suck, we all feel a little down when we are the employee that is not invited to the corporate party, no free booze and food (mostly food mind you).

I understand that there are plenty of temps that feel unhappy about being a temp versus being an employee and that is to be expected, most of us have been there one day or another. Yet in this stage of so many people without a job, any job will do, that includes temps. As for the quote Another TVC described full-time staff asking her to move from an office desk or cutting ahead of her in line for coffee because she was a contractor and therefore not as important“, I have NEVER experienced that or seen that in any of the three Google offices I have been in. In the end, we should realise that any company will hire its own variation of jerk, or douche bag, it happens, want to blame the company for that? Good luck trying to work for the CIA at some point.

Bu the way, I had to do some of those training modules and you should all see that this is done so that there is clarity, so that you do not accidentally set yourself up for a harsh fall, because someone will cry with the claim of false promises, or the statement that someone got bought (or hundreds of other dangers). Google is pretty good that way (likely merely for self-defence purposes), making sure that the person knows what they need to know.

And perhaps it is ‘all about saving money‘. Let’s face it google has a few hundred courses running, do you want to lose time and resources training 10,000 contractors on skills they do not even need? I always had access to all the trainings I needed and they made sure that there was work time available to do these courses, which in opposition from bosses making me go to some of them in a weekend setting is a great plus. I would happily walk up to Duncan Lewis requesting access to the long range training with the .338 Accuracy International AWM. You never know when a dingo comes for your baby, and that apparently happened for real (and in an Oscar setting), we must be ready and vigilant and it is not like Duncan has anything better to do with his time, but to approve for my needs, right?

We need to see what is required and what a person was hired to do, it is not kind or friendly or accommodating, but that is not why people get hired, hired as either temps or employees. We seem to forget that in places like Google, Microsoft and IBM, employees get for the most their full access as it is a return on investment for the firm to give them the knowledge, to keep staff versatile, that line does not apply to temp staff. We seemingly forget that part at times.

So when we see: “In 2000, Microsoft agreed to pay a $97m settlement over a massive class-action lawsuit brought by permatemps“, it is optionally not because Microsoft did anything wrong (I honestly do not know that part). There is an unwritten part and a clear part and sometimes that field is jurisprudentially too grey too fathom and settling would be much cheaper in the end. Yet when I was at Google, there was no non clarity; the actual Googlers were happy, friendly and kind all the time. That year was one of the best ones in my entire working career and that is saying something. So when I see: “We are legally in the clear to treat people like garbage.” I can tell you right now that I never experienced or perceived such treatment by anyone at Google ever, which leaves us with a lot more question regarding this article and as such I wonder how these sources were vetted. It might all be on the up and up and I will say sorry, accepting that my personal experience is merely one of 49.95% of 170,000 staff.

So I might be the positive outlier and I will happily admit to that is that is the case, yet I see here merely one view of an American side of a corporation that operates in 219 countries, and as far as I can tell 70 offices in 50 countries (3 in Sydney), from that point of view I wonder how accurate or acceptable this article actually is.

 

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