Category Archives: Finance

November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

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October 31, 2025 · 15:30

Another party on the rise

That’s what I see as I took notice of the BBC article ‘City trader sues UBS for $400m after rate-rigging conviction quashed’ (at https://www.bbc.com/news/articles/cz6ngvenxj6o). There is even a third setting on this horizon. We are given “A former trader who had his conviction quashed for “rigging” interest rates following a 10-year legal battle is suing his former employer UBS. Tom Hayes launched a legal claim for malicious prosecution against the Swiss banking giant, claiming he was the bank’s “hand-picked scapegoat” in one of the biggest scandals of the 2008 financial crisis. In July, Mr Hayes had his conviction overturned by the UK Supreme Court after it was ruled unfair. He had been jailed in 2015 for manipulating interest rates used for loans between banks.”

Quashed as unfair? This calls into question a few issues. First there is the persecution. They either had the evidence, or they did not. Then the question becomes, how this evidence was obtained. I am not on the side of Tom Hayes, Im siding with the law, but all parties must do their due diligence. And on the other side The claim that he was a ‘hand picked scapegoat’ also requires proof (of some sort). Was he a convenient altar boy? Did he break any banking law? These are questions that come to mind. 

And the setting we are given is “The filing said Mr Hayes was taking legal action in a bid to “deter and punish UBS for its role in intentionally directing the destruction of an innocent man’s life for their own selfish reasons”. His lawyers claim the global banking giant misled US authorities with the aim of branding him the “evil mastermind” behind alleged Libor misconduct in an effort to protect its senior executives and minimise regulatory fines.”

As I see it, to be branded ‘evil mastermind’ requires evidence of access and the simple facts that ‘others’ had his ears, did they? As it goes and as it tends to go, if he was a true ‘evil mastermind’ there is a lack of evidence, more a setting of assumed handed evidence through interviews. Was that the case? Then we get a much more sinister part. We are given “The complaint, filed in Connecticut, also claims UBS “gained control over the investigation into its own alleged misconduct” and conducted a “fundamentally flawed” investigation in order to pin the blame on Hayes. It added that UBS “offered Hayes up on a silver platter” to be prosecuted in both the US and the UK, and that those prosecutions were “engineered by UBS’s intentional false and misleading disclosures”.” The setting can be held as evidence. As I see it, The accusation of a “fundamentally flawed” investigation” could be investigated and seen as evidence on the whole. As well as “those prosecutions were “engineered by UBS’s intentional false and misleading disclosures”” at the time it might have been invisible, but now with time and the logs stamped as permanent it might be easier and after that amount of time, these people would have left their positions and now the UBS is on the hook. They will cry all points of mercy and that they didn’t know. But as I see it, we have in the first “senior executives and minimise regulatory fines”, that one raises the need for the fine to be upheld and even raised to at least $800 million and that is just for starters. The second setting is that the prosecution allowed a “gained control over the investigation into its own alleged misconduct” and that is, as I personally see it, on the heads of the prosecution. 

I think that Tom Hayes has a decent chance to walk away with a decent bundle of cash if he can proof even one of these accusations. The prosecution is decently tempted to withhold any assistance, but I see that as a wrongful act. They made the mess, they need to clean it up and as I see it, it is merely the first setting. You see, this comes out after 10 years. How long until someone at a bank gets to be clever and gets DML involved? That person merely needs to ask “How can I increase profit without breaking the law. What hurdles will I face?” That could get several non senior executives a pauplan that outstrips whatever they had their senior executives. A setting that some will see as amicable. So what happened in 2012 will not come to our shores twice a week. Is the prosecution ready for that? How many people will it convict allegedly innocent and after they spend their 5 year (or more) in Hotel Sing Sing, how much will these people claim at that point? It will be a while new party to come and everyone is invited to that setting.

Don’t believe me, wait for the second part of this musical because it will be awesome. The big banks self monitoring and they get to hand over billions for short sighted actions. It will be a grand new world to come. So have a great day and enjoy the payment of fines if you are due any.

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October 28, 2025 · 22:32

A new low

Yup and it is not a bad thing, but a setting of happy happy joy joy. I learned a few hours ago that Saudi Arabia (of all places) was mentioned (at https://renewablesnow.com/news/saudi-arabia-claims-record-low-wind-cost-in-4-5-gw-renewables-awards-1283966/) with ‘Saudi Arabia claims record-low wind cost in 4.5 GW renewables awards’ not the Netherlands, or Sweden (where stormy winds are king) it is the Kingdom of Saudi Arabia that is heralded as the new low in wind power. I have to admit that it took me by surprise. The mention of “a record-low global cost for wind power generation at USD 13.38 (EUR 11.49) per MWh” for the people in Saudi Arabia. That makes a setting of €0.01149 per kWh (if I calculated that correctly) is is one way to put down the living expenses of people all over the planet and when you consider that in Europe (EU) the price of electricity is approximately €0.1899 we can assume that even at 50% the electricity firms will still make a profit. As I see it, good news for all the people in Europe (and a few more places beyond that) and I never expected that the land of oil would set the charge of renewables, not in my lifetime. So we should see the joy on what Saudi Arabia achieved here. We are given “The government-owned entity, which is responsible for procuring electricity from independent power producers (IPPs), said on Monday that the initiative is part of the sixth phase of the National Renewable Energy Programme, supervised by the Ministry of Energy. The contracted projects are spread across four provinces in the Kingdom and represent a combined investment of more than SAR 9 billion (USD 2.4bn/EUR 2.06bn)” as well as “The wind project, the 1.5-GW Dawadmi in Riyadh Province, has achieved the lowest leveled cost of electricity (LCOE) for wind power generation so far, according to the statement.” So a hip hip and a hurray for the people who made that happen. Because that is the kind of achievement that could help over a billion people getting their expenses down and the setting that we might see a 50% less costs on energy is a new threshold for anyone requiring power. The article also shows a table of the 5 places where this is happening and how much is being generated. As I see it, the wind-farms currently being created might see a revisit from new people with additional insights in this strength of the energy woods and I reckon we will see a lot more additions in a few places soon enough drowning costs for people all over the world.

I feel giddy at this point. It is not often that you see an impressive downing of the cost of living, but this is definitely one we all should applaud.

Have a great day today.

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October 28, 2025 · 04:25

What happens when someone expands

That is the setting and Arab News gives us ‘How Greece and Saudi Arabia are redrawing the map of power’ (at https://arab.news/ytgve). This is not news for me, I saw this happens at least twice before and Greece is as good a place as any for the STC to expand as an second step beyond the few others and as they grow the European market becomes a reality. We are given “The relationship between Greece and Saudi Arabia, long anchored in commerce and maritime exchange, is rapidly evolving into a strategic alliance that spans energy, investment, technology and defense”, as well as “Digital infrastructure is emerging as the new trade route. The East to Med Data Corridor — a joint venture between Greece’s telecom operators and Saudi Arabia’s STC — will connect Gulf data hubs to European markets through undersea cables. Due for completion in 2026, it complements Saudi investments in cloud infrastructure and Greece’s ambition to serve as the EU’s digital bridge. When operational, it will transform geography into bandwidth, reviving the ancient logic of the Aegean and the Red Sea as conduits of exchange.” I initially (around 2020) thought that this would be done through Egypt and then Spain, and that it is now seemingly through Greece makes perfect sense and it won’t hurt the Greek economy one bit and mike make them renowned business partners all over Europe. And whilst we are given “Security cooperation has deepened alongside it. Since 2021, Greek air defense units have been stationed in Saudi Arabia to help protect critical energy facilities from aerial threats — an unprecedented deployment that underscores mutual trust. Athens now views Gulf stability as part of Europe’s own security; Riyadh sees Greece as a dependable partner with NATO experience and Mediterranean reach.” We need to see that the finance industry also benefits with “Greek finance is reinforcing this momentum. Eurobank, the National Bank of Greece and Piraeus Bank have expanded trade finance and advisory services for Greek and Saudi firms in energy, transport and technology. Their involvement adds institutional depth, translating political goodwill into bankable projects.” I have to admit that I am in the dark as to how that Greek finance horse is mounting up to be, but I reckon that if it fits the Saudi setting it must be decently good.

As we are handed the setting of “For Riyadh, partnership with an EU and NATO member provides credibility and access to Europe’s energy and technology debates. For Athens, alignment with Saudi Arabia amplifies its influence in a region where Europe’s energy and digital future are being decided. The Strategic Cooperation Council formalizes what business leaders had already recognized: the Greek-Saudi axis is not transactional but structural — a long-term bet on shared diversification and stability. The logic is clear. Greek forces helping defend Saudi energy infrastructure serve European as well as Saudi interests. The cables and inter-connectors binding the two nations reinforce both sovereignties. In an age of fractured supply chains, energy transition and digital rivalry, Athens and Riyadh are betting on connectivity as power.” And I do set this piece of writing to the views of Dr. John Sfakianakis, who is Chief Economist and Head of Economic Research at the Gulf Research Center as it was (as I see it) well written and for me that is shown with how easily and clearly it was written. Most economic pieces become a jumble of incomprehensible words after the first line starting with “Good morning”, this is clearly my problem as I lack an economic degree, but the expansion of Saudi Arabia and the Saudi Telecom Company (STC) was bound to grow as per 2018, it made perfect sense and it makes even more sense now, especially with the administration that America is showing to have. Europe will be happy to find a non-American partner to start with and Greece is accepted as an EU partner and a NATO partner, so I expect a lot more to happen, especially as Saudi Telecom under 5G is over 700% faster than what America has to offer, as such the benefit for EU telecom corporations is easily seen, the picture below shows that benefit (an image from 2020). And this will foster a lot of benefits in the Telecom and media settings under 5G as plenty of corporations will see, the fact that the Saudi setting is over 300% faster then what the UK or German speeds have is just icing on the cake for the European companies in the equation.

Saudi Arabia is expanding and Europe is about to see the benefits from this setting. It might not be an entirely accurate setting, but it is what I see and I reckon that this will benefit China to some degree as well as the future of expanded media is hindering the America spin systems. For China it implies a two for one deal as this expands the BRICS needs in several directions. I personally see Saudi Arabia as sitting on the fence as a stage that benefit Saudi Arabia more than anything, it stops American blunt media streaks from going after them and it allows Saudi Arabia to get a foot in the door with Europe. I might be wrong here, but that is how I saw that news last May. With Saudi Arabia sitting on the fence the American media channels are seemingly in a holding pattern, which is beneficial to this setting.

So have a great day and it is about time I fly towards the city this morning (it is achieved by taking the train and drinking a red bull for breakfast) I wonder if my wings are as impressive as the ones Tom Ellis had in Lucifer. Does that make me a fashion bitch? Still yesterday breakfast in Vancouver, so I am a day ahead from them for now.

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October 25, 2025 · 14:04

As evil goes

There is a setting that was inflicted upon us all by books like the bible, it goes like “the idea that humans are the source of their own suffering, whether through their actions, choices, or the inherent negative inclinations they possess” we refer to this like ‘the evil we create’ it is ‘told’ that it revolves around issues of free will and the connected moral responsibility we have. That and last week I went for a job interview. I was told that ‘older’ people are rejected as we lack certain views of adaptation and acceptance of new technologies. In a short saying, that is what my grandfather said when I was wrong until I unplugged his life support, showed him who was boss.

Anyway, something snapped in me and today it is the outcome of short sighted HR people, lazy It people and a dedicated techie who has little to lose, merely the effort that some have and the impact on a lazy business effort with the setting of “Well look at it next quarter” the right combination of issues and impact. And as it goes, places like Ukraine can release such a system on the larger Russian technology setting, so there is that. Although America makes much more likely a target than Moscow, Vladivostok, Saint Petersburg, Arkhangelsk, or Novosibirsk will likely be. 

The setting is that we have two parts. The first part is the automated setting of a standalone laptop with dedicated software that relies on its own (optionally with DML spaces), it is carried around by a drone, one that can hold up to 5Kg, as such a netbook and 3-4 battery packs for longer activities. I reckon that a setup like that would cost around $25,000. Now consider that it goes out looking for wireless enabled servers and in America it would be a lot, In Russia likely a lot less, but not zero. It infects these servers whilst flying around the buildings and in less then 2 minute per servers it does what it needs to do and in one swift control it gets activated, optionally all in one swoop and the location gets a load of DDOS attacks in under an hour. Consider what AWS did to the world, is done by third party players to the business industry. And without effort the business world goes down. So how’s that for an elderly person person without certain views you HR hack. 

As the US governmental settings are in shutdown it will take days to instigate anything and by the time others figure out that they were hacked remotely wirelessly others will destroy the evidence needed and nothing gets done yet again, until the next rounds of hacks come into the wireless connectors. 

So, as evil goes, I am doing quite well. I merely had it with the people deciding on what is possible and leaving me out to dry. Ill soak them all in hardship and terror in an instance. The too is the consequence of unleashed adaptability and considerable creativity. 

So is my idea likely? I am not sure, I think so, but it requires the engineer with effort to program a DML setting and there are other settings, so that they are on the ground hacking via the netbook in a drone so that they become the second hop and that is the unlikely setting, because the hacker needs to remain in an 8 block distance from the drone, not consider that setting that this hacker is drinking and working from a Starbucks at 233 S Wacker Dr, Chicago, or perhaps a coffeeshop in Pershing Square, Los Angeles. How many corporations and servers could be hacked in these 8 block radiuses? That is beside the settings in San Francisco, Houston, Phoenix, SanDiego, Dallas and Austin. Consider that before you write of IT people in their 50’s and 60’s. 

A simple setting and I combined a few simple variables with simple creativity. A setting others cannot dream of and I gave the world a new fear a fear where the world stops because of a simple setting that others (for greed reasons) left around for another quarter. 

That is the setting everyone seems to ignore. The setting that it comes to a halt because these places tend to be out for lunch at 21:00-23:00 hours and that gives the, something to be worried about and with the available IT people working remotely so they can tend to more corporations, that comes down to a grinding halt real quick.

So as such there is evil I can do and the world is not ready for my creativity, as such the HR wench that wrote me off because of age, have a nice day and consider what you unleashed unto the world. Time for me to consider hat else I have wreck havoc on, my creativity is going just fine, so have a great day and consider that the world is about to get more complicated in an instance. And with the police in shutdown to some degree, help might not be coming any day soon and in that same setting you bleed revenue every minute because you left something until the next quarter, which would be on you. 

Have a great day and enjoy the matcha today (apparently prices are currently soaring on that stuff).

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October 23, 2025 · 04:51

AI at whose footstep?

That is the setting I saw mere hours ago. Should you think it is all a ‘fab’ you might be right. I haven’t ben able to verify this, but the setting is too large to explain in mere thoughts. You see, the story starts with ‘The US Should Reconsider Its AI Chips Deal With The UAE’ (at https://www.eurasiareview.com/22102025-the-us-should-reconsider-its-ai-chips-deal-with-the-uae-oped/) where we are given “In October 2025, the U.S. government granted Nvidia the export license to ship tens of billions of dollars of cutting-edge AI GPUs to the UAE, the deal was finally agreed upon after long debate about its impact on the U.S national security, because of the fear that these chips could be leaked to China, and was also surrounded by a controversy of the UAE using its financial networks to influence Trump to move on with it.” I personally think it is a silly setting, but who am I? But that wasn’t the whole story, it is ‘enhanced’ with “Given the UAE’s poor human rights record and its destabilizing role in the Middle East, it poses serious risks when providing it with this powerful technology. It’s morally imperative for the U.S. to reconsider this deal and place limits on it to ensure it will not be utilized to harm innocent people.” Huh? Poor Human Rights? On what evidence? The UAE is one of the safest countries in the world. Tourism is at an all time high and crime is at an all time low. We are given these settings as there are accusations against Sudan as per 2023 and at present no evidence has been given, the media seems to love the HR records, but it is nearly always devoid of factual evidence. 

Yet the overwhelming abuse (by America) is shown with “While the deal makes it clear that these chips will not be handed to the UAE but will be operated by U.S. companies that have data center in the country, the U.S. should still ensure that this deal—aimed at helping the UAE establish the largest AI campus outside the United States—does not contribute to further human rights violations or war crimes. To prevent misuse, the agreement should include binding conditions prohibiting the use of U.S.-supplied chips in developing AI systems or military technologies for unlawful or unethical purposes, and in particular, blocking the reach of this technology to the UAE’s allied militias.  Furthermore, an independent oversight mechanism is urgently needed to monitor compliance and hold the UAE accountable to these standards.” I have a problem with “to further human rights violations or war crimes” so what EXACTLY is America thinking it is doing? As I see it, America is setting up dat centers in the UAE, letting the UAE pay for them whilst they are American ‘Data Forts’, so at what point will people consider that America is selling the UAE an Edsel? And what about that (so called) “independent oversight mechanism is urgently needed to monitor compliance and hold the UAE accountable to these standards” There is something amiss in this equation and I am not sure if I can stomach such activities (especially as America is currently trying to annex Canada) then there is the deployment of national guards all over America as well as deploy ICE like bank robbers going at their own population. So where is the Human Rights watch in this setting?

So as I see it, the following passage should be read ‘differently’, it is “AI chips are considered essential hardware for training AI models and conducting research in the field of AI. Previously, the U.S. adopted the AI diffusion rule, balancing national security and human rights, and placed strong restrictions on exporting chips to countries with poor human rights records. This rule, which was previously rescinded, is not included in the recently issued America First AI action plan.” As I personally see it, the setting of “AI chips are considered essential hardware for training AI models” which is a truth, but the lager setting is that this so called training data requires verification and at what point is this data ‘accidentally’ transported to America grounds? As I see it this UAE data is the property of the UAE, optionally set in UAE population or economic data. So what assurances does the UAE have that this data remains in the UAE? So whilst the UAE pays for it all, America corporations grow and handle more and more foreign data? No wonder Microsoft wants in (a speculative jab) and at present I see no handles on keeping the UAE data safe in the UAE and the setting of “the Abu Dhabi-based sovereign wealth fund with over $280 billion, and G42, the AI hub founded in 2018, owned and chaired by the National Security Advisor of the UAE, Tahnoun bin Zayed Al Nahyan, who is also its controlling shareholder” does not inspire confidence in this setting. This is not in any way a reflection on Tahnoun bin Zayed Al Nahyan, but does he realise that the UAE data is the real treasure that America is speculatively after?

As I personally see it, the Human Rights part was part of the deception to put people on their defense and it has no bearing on the deal. There is even a ‘reference’ to a story in the Africa report and whilst were might take it seriously (you shouldn’t) the reference that “a private security firm based in the United Arab Emirates” with a simple setting pointing towards a passport stamp. Is that the foundation of this Mohamed Suliman? He might have an Engineering degree from the University of Khartoum, but the setting of evidence is as I (personally) see it rather alien to him. I blew that part apart in under 10 minutes and what does matter is that there are questions on what the UAE is allowing for and the fear that the stage of leaked to China is merely limited to the way America is conducting business. It should have China howling with laughter as it basically shows how desperate America has become. Just a small setting that is overlooked here.

As I personally see it, if it was about the UAE than the story would have reflected on how this IT dealer by the name of Larry Ellison (Oracle) had come to the UAE taking Tahnoun bin Zayed Al Nahyan on a personal tour of his AI Rolls Royce at 100 Milverton Drive, Mississauga (an assumed location where it could be held), did this happen? The story does not show this, and it neither show what AI settings were shown (a prerequisite that an AI engineer) would cherish, none of that. A mere dubious Human Rights setting, a setting that might have been left to a non-engineer. 

So whilst we like to mull over the stage of “could readily be transferred to support its regional allies and militias to wage more wars and massacres” all whilst China is already decades ahead of others and it could not be served with evidence, merely assumptions. So did I give you enough food for thought? So what does this story serve? As I see it a lot of references without evidence of the level it might require. The only thing I see is “operated by U.S. companies that have data center in the country” so at what point are the needs of the government of the UAE being served? Especially as it is handed to us with the $280 billion price tag, but how much of this setting is actually charged to the UAE? Even that is missing, so what are we supposed to think? 

Have a great day and consider that American coffee is optionally served in the UAE with a massive markup.

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October 22, 2025 · 04:30

The bubble to end all bubbles

That is what I saw mere minutes ago. It was yesterday’s piece at the Financial Review. An opinion piece by Gita Gopinath. Now normally I tend to ignore opinion pieces, but due to the fact that over time Financial Review has shown a good back on several matters and I picked up on the title ‘The crash that could torch $US35trn of wealth’ (at https://www.afr.com/wealth/investing/the-crash-that-could-torch-us35trn-of-wealth-20251016-p5n31w) gives pause for alarm. As America has its tourism issues, its economy issue and its technology issues a $35,000 billion write-off would be nothing less than a disaster in the making. I wrote about this a few times, but even I shudder to think of how large this bubble has become. The 2008 crash was half of that and the documentary Inside Job does a great way to explain this. Take this movie together with the movie Margin Call and you get a picture of what was done to the people of the world.

This is more than 100% worse and it started with the delusional setting of salespeople taking the easy road and giving the rest of the world how amazing AI was going to be. The quote “I calculate that a market correction of the same magnitude as the dotcom crash could wipe out over $US20 trillion ($30 trillion) in wealth for American households, equivalent to roughly 70 per cent of American GDP in 2024. This is several times larger than the losses incurred during the crash of the early 2000s. The implications for consumption would be grave. Consumption growth is already weaker than it was preceding the dotcom crash. A shock of this magnitude could cut it by 3.5 percentage points, translating into a 2-percentage-point hit to overall GDP growth, even before accounting for declines in investment” should stop you in your tracks. With the additional “Foreign investors could face wealth losses exceeding $US15 trillion, or about 20 per cent of the rest of the world’s GDP. For comparison, the dotcom crash resulted in foreign losses of around $US2 trillion, roughly $US4 trillion in today’s money and less than 10 per cent of rest-of-world GDP at the time. This stark increase in spillovers underscores how vulnerable global demand is to shocks originating in America” was not unknown to me, but I did not figure on the damage exceeding 10 trillion, here I see I was off by 50% (which comes due to a lack of an economic degree on my side), but data I know, in and out. I saw some of this and I tried to warn people and especially the Emirati people (at https://lawlordtobe.com/2025/10/20/the-start-of-something-bad/) in ‘The start of something bad’ only two days ago. And the reason why it would be worse is seen in the next setting of the Financial Review. We are given “Historically, the rest of the world has found some cushion in the dollar’s tendency to rise during crises. This “flight to safety” has helped mitigate the impact of lost dollar-denominated wealth on foreign consumption. The greenback’s strength has long provided global insurance, often appreciating even when the crisis originates in America, as investors seek refuge in dollar assets. There are, though, reasons to believe that this dynamic may not hold in the next crisis. Despite well-founded expectations that American tariffs and expansionary fiscal policy would bolster the dollar, it has instead fallen against most major currencies.” I kinda saw that two days ago, but not to this degree (the Financial Review writes it better) When that bubble burst it will not allow for shelter and the people involved will be hit massively. As I see it Nvidia will survive by will see its value decreased by 90%. Oracle will get hit less but it will still take a beating. Microsoft will be up for sale in the bargain basement and after builder.ai, the bubble will stick to them like gum in hair and they will not be able to shake the event. Others (Google, IBM, Amazon) will be hit, but they will get through this. As I see it, the only high standard that is maintained will be Adobe. Their “AI” options are soundly set in Deeper Machine Learning. As I see it, they will tend to be the shelter of choice if at all possible. 

The only part I disagree with is “Although this does not mark the end of the dollar’s dominance, it does reflect growing unease among foreign investors about the currency’s trajectory. Increasingly, they are hedging against dollar risk – a sign of waning confidence.” As I see it, the dollar comes to an end with this bubble. I do not know what people will rush to, but the dollar is no longer the place to be. As I see it there will be a flock going towards the Yuan, the Dirham and the Bitcoin, but personally I have no idea if the Bitcoin survives. You see, a $35,000 write-off will come from some currency and those hiding in Bitcoin will lose a lot, no telling how much, but it will be close to astronomical. The Financial Review gives us “Perceptions of the strength and independence of American institutions, particularly the Federal Reserve, play a crucial role in maintaining investor confidence.” That independence is close to obsolete. This administration took care of that with all the tariffs, all the tourist settings and the economy is also shaky. It might not be but someone took the trouble of not reporting the ‘goodness’ of their setting. The labour statistics are nowhere to be found and that is shaking investor confidence. All that whilst Paramount is shaking thousands of people of their employment tree, this year alone Microsoft shed 15,000 jobs, IBM is said to have fired 21,000 jobs, making Google’s 100 job losses trivial in comparison. In this setting and with the missing labor statistics the investor confidence would be in the basement and even if the Federal reserve doused that paper in the scent of Luis Vuitton it would not matter much. At present Saudi Arabia and the UAE are the best places for these investors and America knows this. They have oil to fall back on and as I see it, no matter how the AI bubble bursts, they can retrench this into service roles and data acquisition roles. That is what Europe fears, American held data used to safely drip the economy to health using IP values from everywhere. And this is not the first time I wrote about this in ‘That one flaky promise’ (at https://lawlordtobe.com/2022/01/29/that-one-flaky-promise/) where I saw the dangers of America ‘annexing’ whatever it had and that was BEFORE AI and the bubble it created. I swear that danger almost 4 years ago. That setting will implode the rest of what America thought they would have. As I see it, a strong setting of IP and storage of it could help both Saudi Arabia and the UAE (a likely preferred choice) to evade to (those who can afford it) because when this bubble goes it will wipe out whatever most of us hold for dear and those who had their patents in the US. This is mere (intense) speculation, but do you think that this American administration will not do this? It had no trouble with tariffs and the setting of THEIR ‘big beautiful America’ at the expense of everything. They even tried to make Canada and Greenland part of America. I don’t think so and as I see it, when that bubble goes America is pretty much done for. All because Americans believe that Cash is King. So their salespeople live by the dollar and will waste it at a moments notice for their personal needs. Should you doubt that please watch Inside Job and see what they did there. I reckon that Iceland is now getting back on its feet al will enjoy the view on the impact crater that Wall Street leaves behind. 

I need to end this with a word of caution. This was base on an opinion piece, so as that is wrong, so is my view. But I based it on the data I had available and the prediction that I saw in 2022, so there was no AI bubble at that time. So is my view more accurate now? That cannot be said and it is based on what desperate people do and as I see it America is about to become really desperate. So enjoy your coffee today, which I will do also and I will assist a young woman named Aloy help her defeat some machines. They were not Microsoft products, so they should work. Now lets make them a lot less functional and that Deathbringer looks like a right monster.

Have a great day and try not to get too depressed by the not so good news I am partially bringing.

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October 21, 2025 · 05:09

Modus operandi on steroids

That is what I see and not everyone does that. There is the setting of oversimplification and I get it, we all want things to work. So when the BBC alerted us all to the outage that AWS experienced there is more to all of this. 

I am not on the side of Amazon here, or on their opposition for that matter. So when I saw the news that thousands of corporations went down I was eager to see the news. And as it was given to me “Platform outage monitor Downdetector says it has seen more than 6.5 million reports globally, affecting more than 1,000 companies” but why? And we get that with “There aren’t many alternatives to AWS – operating on that vast scale is an enormous logistical challenge” and I tend to agree with Zoe Kleinman on this. So as the BBC gives us “Amazon Web Services says it has fixed the underlying problem that has disrupted many of the world’s biggest websites and apps, but a full recovery will take some more time” and I go ‘underlying problem?’ And there Tom Gerken has an answer, he gives us “At 08:00 BST this morning, reports started flooding in of problems accessing a few apps. By 09:00, it was apparent this had turned into quite a big deal.

We know now that the culprit was something called “DNS resolution” not working properly at Amazon Web Services. In simple terms, it all comes down to the bit of tech which lets a computer understand what we mean when we see a url like bbc.co.uk. But the reason it had such a big impact is simply that a massive amount of companies rely on Amazon working properly.

Downdetector told the BBC it had received reports stating more than 1,000 companies were facing problems. The question now is – will some of these companies look to alternatives?”

You see, the problem is that ‘everyone’ expects a setting to work outright all the time and the old premise is “You can fool all of the people some of the time and some of the people all of the time, but you cannot fool all of the people all of the time” this can now be ‘tweaked’ into “You can service all of the people some of the time and some of the people all of the time, but you cannot service all of the people all of the time” you might think that this is folly, but it is not. You can introduce larger pools of resolution, but the system was designed to work all of the time, there was apparently no switch over and that might have resolved things. I am also contemplating that an outside source had introduced something to make it fall over. Was that the case? Amazon and its AWS pool of technicians are top notch, as such this hiccup might have been foreseen. 

My thoughts on the third party comes from the news “The latest update comes after AWS said, at around 12:00 BST, it had fixed the underlying issue, but noted there would still be problems as they brought everything up to speed” and this happens around noon? I don’t believe in these coincidences. Like noon British Summer Time? Something seems amiss. We get the usual baby formula stories, because the baby needs feeding. Yet the idea of having something in stock was rejected? And I get it, we all need our sustenance. That’s why I keep 3 days of spare food, so when this happens I am not helpless. 

So that gives us to the ‘latest’ issue. We are given “After today’s Amazon Web Services outage impacted many of the world’s biggest businesses, some customers might be asking whether they can take legal action for any disruption they might have suffered. Henna Elahi, a senior associate at Grosvenor Law in London, explains that whether money can be recovered will depend on “several factors”, including the contracts between the various parties and the severity of the outage. For instance, banking apps are among those that saw thousands of reports of issues.” And I get that, some people will cling to legal settings and that is fine, but that gives me the following questions.

Does these contracts raise glitch issues? Was there an insurance setting to prevent this? Was that insurance paid or did everyone just assume that this is a free service that works 100% of the time?

I reckon that AWS will investigate how this could have been prevented or diminished. You see when this happens on these AI systems and you can disrupt these services, a glitch like that will allow you to short sell what AI data is handled and that implies organized crime intervention on nearly every level (or state players).

We were given:

19:25 2025-10-20
Many of the world’s biggest apps including Snapchat, Duolingo and Roblox have gone down, in what appears to be an issue affecting Amazon Web Services. The BBC has approached Snapchat and Amazon for comment.

And on: 23:54 2025-10-20
Amazon says it has fixed the issue, which occurred in the US at the heart of its cloud computing operations in North Virginia, and services are recovering.

This implies that the entire setting took less then 5 hours to fix, I say ‘Yay Amazon’ but the underlying setting that what this had such a massive impact, all whilst North Virginia was affected is the cutting question and whilst we can think that it was in North Virginia hence the CIA is to blame is just ludicrous (yet, not out of the realm of possibilities) my issue is that a setting of decentralized cloud computing might be required. Hence as one system goes down one of the other takes over and as we are given that “The AWS Cloud in North America has 31 Availability Zones within 9 Geographic Regions, with 31 Edge Network Locations and 3 Edge Cache Locations.” My question becomes (optionally utterly ridiculous) “Why did it take 4 hours” with the added “When cloud computing is nearly ‘global’” perhaps there are good reasons for this, perhaps this is the first time this went down to this degree and that is fine. Things go broken into the night and the next morning we have a stronger system. This is the track of evolution and it never goes without a glitch. 

But the idea that one centre had this much of a global impact? Consider that when the Stargate contraption goes online and power gets disrupted. See what you optionally lose at that point. Because that is the underlying setting. It isn’t what we have now, it will be what we will have tomorrow that counts as disastrous.

Have a great day and in case it happens again, don’t rely solely on your credit card, make sure you can afford to pay for that coffee (that ancient system using coins). 

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October 20, 2025 · 12:52

The start of something bad

That is how I saw the news (at https://www.khaleejtimes.com/business/tech/dubais-10000-ai-firms-goal-to-redefine-competitiveness-power-uaes-startup-vision) with the headline ‘Dubai’s 10,000 AI-firms goal to redefine competitiveness,  power UAE’s startup vision’ there is always a risk when you start a new startup, but the drive to something that doesn’t even exist is downright folly (as I see it) and now it is driven to a 10,000 times setting of folly. That is what I perceive. But lets go through the setting to explain what I am seeing.

First there is the novel setting and it is one that needs explaining. You see AI doesn’t yet exist, even what we have now is merely DML (Deeper Machine Learning) and it is accompanied at times with LLM (Large Language Models) and these solutions can actually be great, but the foundations of AI are not yet met and take it from me it matters. Actually never take my word, so lets throw some settings at you. First there is ‘Deloitte to pay money back to Albanese government after using AI in $440,000 report’ and then we get to ‘Lawyer caught using AI-generated false citations in court case penalised in Australian first’ (sources for both is the Guardian). There is something behind this. The setting of verification is adamant in both, You see, whatever we now call AI isn’t it and whatever data is thrown at it is taken almost literally at face value. Data Verification is overlooked at nearly every corner and then we get to Microsoft with its ‘support’ of builder.ai with the mention that it was goo. It lasted less than a month and the ‘backing’ of a billion dollar went away like snow in a heatwave. They used 700 engineers to do what could not be done (as I personally see it). So we have these settings that is already out there. 

Then (two weeks ago) the Guardian gives us (at https://www.theguardian.com/business/2025/oct/08/bank-of-england-warns-of-growing-risk-that-ai-bubble-could-burst) ‘Bank of England warns of growing risk that AI bubble could burst’ with the byline “Possibility of ‘sharp market correction has increased’, says Bank’s financial policy committee” now consider this setting with the valuation of 10,000 firms getting a rather large ‘market correction’ and I think that this happens when it is the least opportune for the UAE. This take me to the old expression we had in the 80’s “You can lose your money in three ways, first there are women, which is the prettiest way to lose your money, then through gambling, which is the quickest way to lose your money and third way is thought IT, which is the surest way to lost your money” and now I would like to add “the fourth way is AI, which is both quick and sure to lose your money” that is the prefix to the equation. And the setting we aren’t given is set out in several pieces all over the place. One of them was given to us in ABC News (at https://www.abc.net.au/news/2025-10-20/ai-crypto-bubbles-speculative-mania/105884508) with ‘If AI and crypto aren’t bubbles, we could be in big trouble’ where we see “What if the trillions of dollars placed on those bets turn out to be good investments? The disruption will be epic, and terrible. A lot of speculative manias are just fun for a while and then the last in lose their shirts, not much harm done, like the tulips of 1635, and the comic book and silver bubbles of the late 1980s. Sometimes the losses are so great that banks go broke as well, which leads to a frozen financial system, recession and unemployment, as in 1929 and 2008.” As I personally see it, America is going all in as they are already beyond broke, so they have nothing to lose, but the UAE and Saudi Arabia have plenty to lose and the American first are good to squander whatever these two have. I reckon that Oracle has its fallback position so it is largely of, but OpenAI is willing to chance it all. And that is the American portfolio, Microsoft and a few others. They are playing bluff with as I see it, the wrong players and when others are ignoring the warnings of the Bank of England they merely get what is coming for them and it is a game I do not approve of, because it is based on the bluff that gets us ‘we are too big to fail’ and I do not agree, but they will say that it is all based on retirement numbers and other ‘needly’ things. This is why America needs Canada to become the 51st state so desperately, they are (as I personally see it) ready to use whatever troll army they have to smear Canada. But I am not having it and as I see “Dubai’s bold target to attract 10,000 artificial intelligence firms by 2030 is evolving from vision to execution, signaling a new phase in the emirate’s transformation into a global technology powerhouse. As a follow-up to earlier announcements positioning the UAE as the “Startup Capital of the World,” recent developments in AI infrastructure, capital inflows, and global partnerships show how this goal is being operationalised — potentially reshaping Dubai’s economic structure and reinforcing its competitive edge in the global digital economy.” I believe that those behind this are having the best interests at heard for the Emirati, but I do not trust the people behind this drive (outside of the UAE). I believe that this bubble will burst after the funds are met with smiles only for these people to go out of business with a bulky severance check. It is almost like the role Ryan Gosling played in the Big Short where Jared Vennett receives a bonus of $47 million for profits made on his CDSs. It feels almost too alike. And I feel I have to speak up. Now, if someone can sink my logic, I am fine with that, but let those running to this future verify whatever they have and not merely accept what is said. I am happy to be wrong but the setting feels off (by a lot) and I rather be wrong then be silent on this, because as I see it, when there is a ‘market correction’ of $2,000,000,000,000 you can consider yourself sold down the river because there is a cost of such a correction and it should 100% be on the American shores and 0% of the Arabic, Commonwealth or European shores. But that is merely my short sighted view on the matter. 

So when we get to “Omar Sultan Al Olama, Minister of State for Artificial Intelligence, Digital Economy, and Remote Work Applications, said the goal reflects the UAE’s determination to lead globally in frontier technology. “Dubai’s target to attract 10,000 AI companies over the next five years is not a dream — it is a commitment to building the world’s most dynamic and future-ready digital economy,” he said. “We already host more than 1,500 pure AI companies — the highest number in the region — but this is just the beginning. Our strategy is to bring in creators and producers of technology, not just users. That’s how we sustain competitiveness and shape the industries of tomorrow.”” I am slightly worried, because there is an impact of these 1,500 companies. Now, be warned there are plenty of great applications of DML and LLM and these firms should be protected. But the setting of 10,000 AI companies worry me, as AI doesn’t yet exist and the stage for Agentic programming is clear and certain. I would like to rephrase this into “We should keep a clear line of achievements in what is referred to as AI and what AI companies are supposed to see as clear achievements” This requires explanation as I see whatever is called as AI as NIP (Near Intelligent Parsing) and that is currently the impact of DML and LLM and I have seen several good projects but that is set onto a stage that has a definite pipeline of achievements and interests parties. And for the most the threshold is a curve of verifiable data. That data is scrutinized to a larger degree and tends to be (at times) based on the first legacy data. It still requires cleaning but to a smaller degree to dat that comes from wherever. 

So do not dissuade from your plans to enter the AI field, but be clear about what it is based on and particularly the data that is being used. So have a great day and as we get to my lunch time there is ample space for that now. Enjoy your day.

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October 19, 2025 · 16:15

Sharing was caring

That is the setting I am seeing, and the setting is available to nearly every make in the world. To see this you need to take notice of the following

This is a pop mart selling system. It does not matter if you like it, or if you loathe it, but the setting is that the device is there. Now consider that many malls have a ‘preferred’ offerer of ‘free internet’, now combine these two and you get a whole range of addition suppliers entering the same field. In the Australian Westfield malls the preferred ‘offerer’ of free internet is Optus and that is fine, but the others (like Telstra, Amaysim and Vodafone) might want to get into this field as well. Now consider that this setting allows for a build in router (and there is enough space for a large one), what is preventing these mall devices to adjust their cost (downwards) by adding a mobile offerer and set this device in its new setting in the same place. Optionally it allows for others like that ugly google firm to get in on the action as well. So what is stopping them? If the mall has ‘extreme’ measures to prevent this, than the setting become a discriminatory one. If not the setting is easy, and it will be up to these devices to get the right party interested and as I see it there should be little issues perhaps this is true for other countries, but the setting as it is seen like London, Dubai, Los Angeles and a few other places. There is a larger need to get creative with the options and this is one that (as I personally see it) too many left on the floor and I honestly (at present) do not see why this was done.

So, as we are seeing the need to double up on spaces and abilities, I am rather confused as to why this was left on the floor (perhaps there is a massive good reason), but that was the idea that boggled my mind this morning. And there was a need to make President Trump eat crow as he was having trolls making his 51st state case, which makes me give a few settings forward on that and I am still working on this. But the sweet spot is that the Department of Labour set the measurement to an expected 911,000 jobs that were double counted. I don’t think this is a big issue, America has after all a population of 340 million and an expected 4% unemployed, which is still 13.6 million and I do not believe that this is accurate because of the impacted losses of tourism in America as well as the secondary triggers it released. But that is for another day. For now we look at the setting of revenue and that is always a hit on demand, no matter where in the world you are. In the meantime, as I created (read: embellished) at least three gaming IP’s, I want to set that more into stone as it also gives a larger connection to the Real Estate IP I released almost 2 years ago and now that I see that it was near darn of perfect, the question becomes how to test this out. I had the sights of Monaco, Dubai and Abu Dhabi, but that is a mere pilot setting. I reckon that the larger settings become London, New York and Los Angeles soon enough. But as I merely looked to the implementation in Dubai (made the most sense to me) where the 2025 revenue is about to become $693.53 billion, I reckon that showing an additional 2-3% would amount to $14-$21 million and achieving more than that would make it a surrounding success. And when that works places like Abu Dhabi and Monaco would be literally the next step. The setting is that these area’s are ‘decently’ contained and I have a little less issues with places like Zillow and Trulia. I have nothing against them, they merely make it harder to get traction, when the proof is given, they would want to implement this as soon as possible. And that would be fine by me. Getting the proof would be the hard part but as I see it, an achievable part.

So as I was given light to other solutions, the idea to implement these solutions could reign in a few markers as they all want to reduce cost and why not alter the view to share that success in a few ways. Well that is all for now, my Sunday is almost gone whilst Vancouver is still 2 hours away from Sunday. I can tell them that over the next 15 hours nearly nothing happens. Oh, yes, the ‘No King’ demonstration got a following of millions according to CNN (in 14 hours time) well have a great day and enjoy your coffee on Sunday. I did and will do so again soon.

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