Category Archives: Finance

December 28, 2025 · 14:13

Are doornails really dead?

I got a nice surprise today. I got a story (at https://www.engadget.com/gaming/xbox/2025-was-the-year-xbox-died-130000467.html), the only inaccuracy I think is that the contraption was dead already, for about 2 years. So I got to wonder. What happened to:

Mojang studios (Mincecraft) $ 2.5 billion
ZeniMax Media, Bethesda $ 7.5 billion
Activision/Blizzard $68.7 billion

Which gives us $78.7 Billion and it shouldn’t be allowed to go into a bad bank, that interest is still due. The last purchase was only completed in October 2023. So what happens, sell it to Saudi Arabia? The interest (said to be around 5%) implies that Microsoft is still meant to pay $3.935 billion interest on an annual basis and there is no way it gets to be reflected away, although I might advise Saudi Arabia in particularly Minister Majid bin Abdullah Al Qasabi that he should not offer a Halala over $50 billion for the entire package. I don’t think Microsoft is allowed any leeway for their intentional stupidity. That being said, they bought Mojang studios in 2014 and they did mighty fine work on their Minecraft product, including the PS5 (which still needs the PS4 disc), but that is small fry. The result is truly amazing and the fact that it is still one of the most popular games on any console is due to the Microsoft teams and credit where credit is due I say. Still, as the optional spokesperson for Saudi Commerce, I think it is essential that the Saudi Fleet of airplanes need to be give to all its Microsoft 2024 Flight Simulator players free of charge the fleet of planes that are part of the Saudia airlines, which consists of Airbus A320-200, Airbus A330-300, Boeing 777-300ER, Boeing 787-9 and Boeing 787-10, as well as include the King Abdulaziz International Airport (Jeddah) and the King Khalid International Airport in Riyadh in the base setting of the Flight Simulator 2024. I think that Saudi Arabia is due some VIP treatment if Microsoft wants to flog away their failures. I think that Saudi Arabia is due that privilege. 

I think if you want the grease the wheels of commerce, you better take out your best effort, but that is merely me speaking. This all started in 2013 when they upset the gaming industry, by thinking they could strong-arm gamers towards the Xbox, whilst they never actually understood gamers (I point to the Don Mattrick, the former president of Microsoft’s Interactive Entertainment Business, widely remembered for controversial stupid statement of “Fortunately we have a product for people who aren’t able to get some form of connectivity, it’s called Xbox 360”) my response was ‘Fuck you Mattrick” and I placed a handful of gaming IP on my blogs for anyone not Microsoft. That’s how I react and these people are still welcome too all that, especially as the Xbox is now dead on arrival, a proper vivisectioned console at your local morgue. So whilst the article gives you “Xbox didn’t enter 2025 in a great state, and it’s leaving the year grasping for help, like an Arc Raider player desperate for a revival after being knocked out. Microsoft cancelled the Perfect Dark reboot and Everwild, two of the most interesting games in its weak upcoming slate. The company brought titles like Forza Horizon 5 over to the PlayStation 5, which prompted Engadget Deputy Editor Nathan Ingraham to declare he no longer needed an Xbox.” He never needed one and I did mine away years ago, it was just a dust collection setting and I merely held on to it because of Elite Dangerous and Subnautica, when they became available on PS4/PS5, the fate of my coaster to be (Xbox One) was set. Some regrets, but the Xbox360 was awesome, so not that much and it was my first setting for Oblivion and Skyrim, which I also have on Sony. We were also given “There was a chance for Microsoft to reinvigorate the Xbox brand with the ASUS ROG Xbox Ally and Ally X gaming handhelds, but the $600 and $1,000 launch prices placed them out of reach for most gamers. It also doesn’t help that Windows still isn’t well-optimized for portable devices with touchscreens, and those systems also aren’t compatible with older Xbox titles like the consoles. At the very least, Microsoft now has a handheld foothold. But a future portable Xbox console would need to be significantly cheaper to compete with the likes of the Steam Deck, which starts at $549 (following the discontinuation of the $400 LCD model).” But as I personally see it, Microsoft tends to lose interests in solutions that dos not make them shine and the Xbox had nearly rusted through as I personally see it, but there was the news which was available for about three days now and I had other matters on my mind, so it was a nice setting today, I was proved correct all along and as Saudi Arabia is vying to be a digital powerhouse, the setting if upgraded to a better shine, what was left of Microsoft games, might get a decent second life, but the additions to the Microsoft Flight-simulator 2024 will be required, although they might include it as a package deal for the nice price of $50 billion, not a penny more, including the Flight Simulator 2024 might make it worth the time of Minister Majid bin Abdullah Al Qasabi, but that is merely my view on the matter. And there is the setting we need to consider, the Xbox came to life (with massive help of Dwayne Johnson) and grew to new heights in 2005, it actually became a competitor to Sony and made Sony release the PS4 and PS5 with the immense upgrades. Gamers rejoiced and then in 12 years (due to Don Mattrick as I personally see it) it went from hightop to basement level bargain value. Still, I am not happy. Sony was better with Microsoft chasing its tail and that needs to be said and the results as we still see every day its awesome and as I see it, Todd Howard now needs to say the words “Elder Scrolls 6 is coming to Playstation” the Sony and the gaming world needs to hear those words. The Microsoft blame game of ‘perhaps’ and ‘we will service all gamers’ is disingenuous at best and not appreciated. 

So whilst we are given “Its partnership with AMD could easily lead to new handhelds, and it also gives Microsoft a leg up in producing a compact and powerful Xbox PC. After all, why should the company keep trying to go toe-to-toe with Sony’s closed PlayStation platform? Why shouldn’t Microsoft embrace its PC roots to give us a gaming desktop under our TVs? The company has already committed to bringing new Xbox games to PCs immediately, so the line between the two is already blurring. It may be a risk, but evolving into a PC proves there’s still life in the Xbox brand. And crucially, it’s also something Sony can’t easily replicate.” You see, the gamers feel betrayed by Microsoft, even those having an Xbox, they aren’t (don’t say ever in this case) going to trust Microsoft, they tried to play gamers and these players don’t like to be played, they take this personally and that is what Microsoft did in a few ways as I personally see it.

So you all have a good day and those owning a Playstation have pleasant dreams, because Microsoft just bought the bucket from Davey Jones locker. I reckon that this setting is hardest on Phil Spencer, who tried to do everything to make Microsoft gaming work. I think he did a fine job, but Microsoft overhead was ruled (as I see it) by Excel users and that goes against the grain of gamers. Have a great day today, my time for a late lunch now.

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December 27, 2025 · 16:49

The most dangerous sin

That is a setting that was meant for a new RPG I was designing, perhaps reengineering was the better term, because it was based on something done before, but I use it here and now. Set on a stage that the CBC gave us with (at https://www.cbc.ca/news/world/trump-bombing-strikes-peace-president-9.7028340) where we see ‘Trump claims he’s the ‘president of peace’ — so why is he bombing so many overseas hotspots?’ We are given “U.S. President Donald Trump earned plaudits from war-weary Americans when he promised during his first campaign to stop dragging the country into conflicts overseas he framed as a waste of money and personnel.

But his latest foray into hotspots on other continents, including launching strikes in Africa on Christmas Day, has some supporters questioning whether he really meant it when he said he’s “not going to start wars.”” It is one way to look at it, and I wonder if the CBC can see what is going on. They were at the foot of that setting from the very beginning. So when we see “Trump has since started calling himself the “peace president,” boasting about his role in helping end, by his count, eight wars so far this year. “THE PRESIDENT OF PEACE: 8 wars ended in 8 months,” the State Department said in a recent social media post with a picture of a triumphant Trump. The U.S. Institute for Peace was renamed in Trump’s honour at the direction of his officials.” And I wonder if it is merely me not seeing the setting, perhaps I am at fault? But as I see it, I am not driven with pride, the most dangerous of all sins. It is my firm believe that Pride tends to be in a bully, he/she things that pride is beyond them and they will reject it when they stare in the mirror of self-reflection, Only the prideful will reject the reflection they see there, it makes it the most dangerous of sins as the view of pride is rejected by those who see it, easily rejected by them who claim that the 51st State is a beautiful part of them, the need that Greenland is merely for National security and that they are entitled to the oil of Venezuela as their oil. No other nation could ever make that claim, no other nations has (as far as I know). 

So as we are given ““If anything, this administration is very pro-conflict,” said Clionadh Raleigh, the president and CEO of Armed Conflict Location and Event Data (ACLED), an independent and impartial conflict monitor, in an interview with CBC News. The peace talk is all “PR,” Raleigh said.” And we tend to agree with that setting, were it not for the obvious setting which is rejected by all, including the CBC. The self reflection of greed is impeding poverty and America is full of it, greed that is. It is spending money it does not have, making economic claims it does not own and rejecting the balance of its bankbook it never looks at. So whilst we see “While he previously claimed to have “defeated ISIS,” the radical Islamic group that has terrorized people in the Middle East and around the world for more than a decade, Trump’s been busy hitting them with American firepower in the closing days of the year as they show signs of a revival. On Thursday, Trump launched airstrikes on what he called ISIS “terrorist scum” that he said had been brutalizing Christians in Nigeria.” I honestly do not know how the setting in Nigeria is, but I was taught (over half a century ago) that Nigeria has an abundance of natural resources, most notably crude oil and natural gas, which drive its economy, but also boasts abundant solid minerals like coal, limestone, tin, gold, iron ore, lead, zinc, and gypsum. So as I see it, the need of the greedy comes into play just as the American made a move for the wealth of the 51st State (sorry Canada) and its brown oil, its water and several other minerals like oil, natural gas, gold, nickel, diamonds, and hydroelectric power. So did no one figure out the delusional need of the greedy Americans? And as for Greenland they have an abundance of (in snow covered plaines ) of zinc, iron, copper, gold, uranium, and potential oil/gas. It was not a hard puzzle, so what stopped CBC for solving this oversimplified puzzle? And this all saves a puzzle we were given by Matthew Bartlett, a Republican strategist and first-term Trump appointee to the State Department, who said “Americans deserve answers on how much further the administration is willing to go, given its past promises to avoid war.” And the answer is childishly simple. Thy are not and they cannot. They are in debt too deep (approximately $38.38 trillion as of December 2025, aka $38,380,000,000,000) the interest on that (when set to some metrics) we see Debt-to-Income (DTI) Ratio (monthly payments vs. income, e.g., under 36% good for loans) or a Debt-to-GDP Ratio (national debt vs. economic output) as such America needs to come up with $13,816,800,000,000 every year and that is no longer possible and I warned of that almost a decade ago (when it was merely 25 trillion), I used a simpler setting, I used the 6.05% interest calculation which is now $2,321,990,000,000 and even that is near impossible. To get there America has to Annex Canada or Greenland or take possession of the Venezuelan oil reserves, or now the Nigerian oil reserves. America is about to set the markers that they can no longer pay their sinful ways (and they will blame the Democrats for it all). But the story is that All Americans had a hand in all this, only former president Bill Clinton is awarded a full pardon, because he was the last president to keep the books in green ink (or black, but green fits better).

That is the reality of all we see and it is purely economical the this is settled under and there is no other way to see this. I am happy to be wrong, but the CBC better come up with decent evidence. 

All other paths are now firmly rejected and the economists in the EU could see this a long time ago. I am pretty certain that Prime Minister Mark Carney has known this for a decade, back to the days when he was Marky Mark of the British Bank. So his economic plan was a golden one and it was the only option Canada had, to make a plan where America becomes irrelevant (thanks Jimmy Kimmel) and that is the whole enchilada (yes, the Mexicans are helping Canada too). 

A setting that is now strangling America and even as Japan made certain moves, they are not out of the woods yet, when America falls the Euro and the Yen will make massive dives, will they survive? I honestly don’t know. I am not an economist, so I am not qualified to give this answers. I merely give this one as it fits nearly all data points I have seen on numerous data sheets going back years, so I have had this for a while. Why doesn’t the CBC, BBC, and others have this? That is the question you should be asking, but I reckon that these instances they will take it under advisement and hide under their desks (a speculated hiding place).

Have a great day, for this who want to know what the definition of sex 2025 is, you have 6 days to find out. I know, I should be ashamed, but I am not. Have fun in the process of failing that setting as well.

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December 26, 2025 · 19:50

One turn deserves?

That is the intro to the question, or perhaps the conundrum given. It comes from the Caspian Post  (at https://caspianpost.com/opinion/saudi-arabia-vs-uae-is-riyadh-becoming-russia-s-new-gulf-partner), one I actually hadn’t heard before. Out is one an opinion piece, but the title reads ‘Saudi Arabia vs UAE: Is Riyadh Becoming Russia’s New Gulf Partner?’ It made me think for a short while. You see Saudi Arabia is increasingly intelligent, so I don’t think this is the real reason or the truth. But the setting is given. And with “But the geopolitical landscape has shifted. Sanctions, compliance pressures, and reputational risks have made working with Russian clients in the UAE more complicated. Not because the country has turned hostile, but because it must balance relations with the West. The environment for Russians remains attractive, yet clearly less frictionless than before. This naturally raises the question: if not only the UAE, then where next?” Then there are two settings that I have in the back of my mind. In the first there is Washington, there is an inkling of thinking that they have open the doors to a setting that might lead to destabilization, because with all other issues that America faces, the last thing they want is a more strong, more stable middle east and they might think that this setting loses cohesion when the Russians are given a jolt of ‘entertainment’ the second thing is that I wouldn’t accept that America might stoop that low, they would lose too much, too quick. So I wonder about it. As we are given “Saudi Arabia stands out as the most compelling answer. A large, wealthy, and rapidly reforming state, it is positioning itself as a future global hub. The Russia-Saudi dialogue has long been rooted in oil cooperation and OPEC+, where both sides rely on coordination rather than competition. Political communication between Moscow and Riyadh appears stable and pragmatic. The Saudi ambassador to Russia, Sami bin Mohammed Abdullah Alsadhan, recently said that “personal contacts between the leaders of our states form a solid foundation for cooperation,” and the facts support this. Putin visited Riyadh in 2007, 2019, and 2023, while King Salman made a historic trip to Moscow in 2017. Few foreign capitals have hosted such frequent top-level contact.” As well as “In October 2025, Saudia Airlines launched direct Riyadh-Moscow flights, followed by Flynas opening a Jeddah-Moscow route in December. Daily flights are expected in 2026, along with new routes from St. Petersburg and Sochi. The real turning point is the introduction of mutual visa-free travel for 90 days starting January 2026 – a clear signal encouraging tourism, business visits, and economic exchange. Riyadh expects over 200,000 Saudi tourists in Russia next year, with plans to reach 2 million annually by 2030. In 2024, the number of Saudi visitors to Russia already increased fivefold. Russian interest in the Kingdom is also growing.” But why? There are a few ideas and none are really that good. In the first there is the need for a new tourist destination, that much is clear. Russians are shunned almost everywhere in the EU, Commonwealth and America, as as such the UAE and Saudi Arabia stand out. So the question becomes what business visits? As I see it, Saudi Arabia has clearly defined needs, but does Russia hold the answers? Then there is the data. So what Saudi tourists are looking at Russia? It seems a simple answer, but there is no clear answer. If the answer is work in the Russian Petro Chemical industry, the answer might be fine, but if that links Saudi to the seller of Russian Crude the picture becomes a little distorted. Especially when Saudi Arabia does a reversed Brent Crude Oil loop, as such whilst Brent resells Saudi Oil, Saudi Arabia might be reselling Russian oil to India and a few others. It will bring money to the coffers of Russia whilst greasing the Saudi wheels of business opportunity. Is this correct, is this incorrect? It is pure speculation, but it fits a few patterns and that is what I am going with. America might bristle its nose in the direction of India buying Russian oil, but it will not do so easily as India buys Saudi oil. India is safe, Russia know nothing and Saudi Arabia sees a plain and simple business agreement. 

And whilst we ponder on “Russia exported 4.49 million tons of grain to the Kingdom that year; agricultural exports rose 24%. Shipments of beef, poultry, sunflower, and rapeseed oil increased significantly, with poultry exports up 1.8 times in early 2025. Total trade has surpassed $1 billion.

Yet compared to the scale of Saudi-US trade – $25.9 billion in 2024, with plans to reach $600 billion within four years – Russia’s presence remains modest. This does not make cooperation meaningless; rather, it underscores how early Russia is in this market. Potential exists, but realizing it will require a long-term strategy rather than episodic enthusiasm.” Personally I think that this shape has merit, it allows one player to offset its oil, whilst greasing the wheels of another and I think it is highly likely that this is done right under the eyes of America ad the EU, and after we are given ‘US lifts sanctions on Russia’s military suppliers: What’s behind decision’ a week ago where we learned that “The lifting of US sanctions against companies involved in supplying equipment to Russia’s military-industrial complex is most likely an element of limited encouragement”, whilst we also see ““There is a strong component in the negotiations between Kirill Dmitriev (the Kremlin’s special representative – ed.) and Steve Witkoff (the US president’s special envoy) and Jared Kushner (Donald Trump’s son-in-law – ed.) that relates either to the personal interests of these individuals or to their lobbying of certain interests,” the expert added.” These two pieces give a weird symmetry as business in conducted with the ‘blessing’ of America, most likely it comes at a price that is non-disclosed, but it gives Saudi Arabia a larger coin towards the setting, so there will be almost no mention on it in the media. And whilst some ‘defer’ to etiquette like “Saudi Arabia is not the UAE. It is more traditional, more conservative, and strictly follows Islamic norms. Alcohol is entirely prohibited. Dress codes matter. Social etiquette is not decorative – it is structural. Anyone entering this market must adapt or fail.

Business advisers already outline basic rules for Russians planning to work with Saudi partners: an intermediary is not necessary but extremely helpful; conversations traditionally begin with personal small talk before business; clothing should be modest; punctuality is expected even if partners may arrive late; negotiation teams should remain constant because Saudis trust people, not changing faces; women may participate in meetings but usually not as lead negotiators” but in all this there is a hidden opportunity hatch handed to Russia and whilst (as I see it) the west is seemingly ignoring all this, there is a new revenue stream going straight into the coffers of Riyadh, because business is important. Imagery is important and as I understand it, not much else.

So is this simply one good turn deserves antoerqh, or is this the 101 of Islamic business opportunity? I actually don’t know, it might be both or even neither and I ‘coincidentally’ saw a setting that does not exist. I don’t believe it is the latter part, but I am willing to go with that one too.

Have a great Boxing Day today, mine pretty much ended already with less than 6 hours to go. Time for some dinner. I reckon that today it will be rice with tuna, carrots and peas. So enjoy yours and make it a nice day today.

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December 25, 2025 · 01:07

They had twins

Yup, it happens. At times we have kids, progeny so to speak and some get two for a simple roll in the hay. Yet this isn’t about kids. It is about Gemini 3, Googles seemingly finest product. It is so great that Microsoft barred Google Chrome from installing and they blamed it on some weird parenting setting. And then the media lacked looking at it, probably some revenue driven courtesan issue. All speculation, but I would prefer to set this to presumption, still I have no evidence. So it is all allegedly, but the settings on Gemini are clear. I read it myself (so it must be true). I will start with FXLeaders who (at https://www.fxleaders.com/news/2025/12/23/google-stock-heads-to-record-highs-as-gemini-3-outperforms-chatgpt/) gives us ‘Google Stock Heads to Record Highs as Gemini 3 Outperforms ChatGPT’, as such it is now the fifth time Microsoft loses. There was Sony, There was AWS, There was Google and now there is Google again. It sucks to be Microsoft. And the howling continues. 

So FXLeaders gives us two bullets that matters.

  • The launch of Gemini 3 has intensified competitive pressures in the AI sector, while regulatory concerns add complexity to the investment landscape.
  • Insider selling and a cautious market sentiment suggest that near-term upside may be limited, but long-term support from institutional investors remains strong.

So as we are given “Alphabet emerged as one of the standout megacap performers in November, delivering a decisive breakout that carried shares through the $300 mark and to a fresh all-time high near $329. The move completed a strong rebound from a late-September pullback and reinforced confidence in the company’s long-term growth trajectory. The rally was fueled by sustained institutional demand and growing optimism around Google’s artificial intelligence roadmap. For much of October and November, Alphabet benefited from its unique position at the intersection of digital advertising dominance and AI platform leadership.”

As well as “The rollout of Gemini 3—trained primarily on Google’s in-house chips rather than external hardware—has sparked renewed debate around vertical integration in artificial intelligence. Supporters view this as a long-term strategic advantage, potentially lowering costs and reducing reliance on third-party suppliers while optimizing performance. Recent benchmark results, where Gemini 3 reportedly outperformed ChatGPT in several categories, have added to that narrative and intensified competitive pressure across the sector.” So wonder about how the media could not get you this two weeks ago and wonder now why I refer to the media (the larger part) as the Courtesans of the digital dollar. This should have been know and tested for by several parties directly, and I don’t care who won, we were not informed. As I see it, Microsoft has too powerful a hold on the media and the media who shunned their jobs need to be named and shamed. Sound simple, doesn’t it? As such I also present a second source, so there is a little more data drivenness to the fold. It is a story (at https://www.startuphub.ai/ai-news/ai-research/2025/google-gemini-3-redefines-ai-reasoning-and-efficiency/) where StartupHub.AI gives us “The core of Gemini 3’s impact lies in its unprecedented reasoning and multimodal understanding. According to the announcement, Gemini 3 Pro, Google’s most powerful model to date, not only topped the LMArena Leaderboard but also achieved breakthrough scores on challenging benchmarks like Humanity’s Last Exam and GPQA Diamond. These tests are designed to assess an AI’s ability to truly think and reason like humans, indicating a sophisticated capacity to process and synthesize information across various modalities, moving closer to genuine comprehension. Furthermore, its gold-medal standard performance in international mathematics and coding contests, powered by its Deep Think capabilities, signals a new era for AI in complex problem-solving, pushing the boundaries of what automated systems can achieve in abstract domains.” So as we wonder what some of them mean, the benchmarks were available to pretty much all the media, so what prevented them to report on it? Simple question, isn’t it?

And you might wonder why I care, or why I believe these sources. There is a setting that sets up a lot of consideration and that is right, but the media isn’t informing us and they aren’t making any tests, even though I gave one test to the world (not necessarily a good one) but the media did NOTHING. They allegedly value the digital dollars too much and they rely on players like the Microsoft stakeholders to fund their gravy train (as I personally see it) So am I right, am I wrong? I would love to be wrong, but I have seen this before (more than once). But as I see these results there is a larger play in motion. Is Google actually that good? I am not debating it, I am asking and it comes with an answer. It is either Yes, No, or it is under advisement. The first two are simple and it can begotten by showing the evidence, but the Media did nothing of the sort, perhaps some did, but the larger groups are abstaining from involvement (it sounds better then ‘They cower the results if involved’ because that makes them sound like actual pussies. So why am I so angry about this? It is a result we were entitled to and it requires OpenAI to divulge its heading and not cater to asking for more value when there is none to be had (at present). And as such investors are duped into not receiving the evidence they need to make financial decisions. But perhaps I am over simplifying the problem here.

Whatever you consider and whatever you decide is yours to do and you are entitled to the best information to make these decisions and the media is no longer able to do that. I don’t care if you embrace ChatGPT and OpenAI. That’s fine, I am not choosing favorites, I actually don’t care, but I do care about lacking media, lacking results and hiding behind some stakeholder whilst the people have a right to know. They use that as their battle drum, so they can be held to that as well. It is a simple setting as I see it.

Have a great Christmas Day, 23 hours until boxing day for me.

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December 24, 2025 · 06:38

The Greenland narrative

It has been less than 24 hours, but as I see it, every news agency repeats the same words “We have to have it” and “National Security” whilst there are many sources, I am going with the one where Al Jazeera hands us “United States President Donald Trump has stepped up his campaign to take over Greenland, declaring the Danish territory essential to Washington’s national security and appointing a special envoy he said would “lead the charge”.” It comes from ‘‘We have to have it’: Trump renews push for Greenland as Denmark protests’ (at https://www.aljazeera.com/news/2025/12/23/we-have-to-have-it-trump-renews-greenland-push-as-denmark-lodges-protest) I wonder why the rest of the world is not protesting too loudly. You see when you get a psychotic bully lying his way in the room, what will happen when he takes on the next guest, what happens when he starts again with the 51st state rhetoric, because that will happen. You see America is addicted to money, there is no reigning in this folly, we might recognise some of the signs in salespeople, driven to their pipeline at the expense of everything else. Compulsive financial behaviors, spending, driven by intense preoccupation, anxiety, or a temporary high, leading to negative life consequences like debt, and extreme stress, and they had plenty of time to adjust their way of thinking, but it will never come. So what will the world do? Protect Denmark and its colony Greenland? Let it slide? The only one upside I see is that when the Greenland ice melts (due to extensive mining), the trillions of real estate value in America’s eastern shores, in villages like New York and Washington DC. These places will evaporate and that is a good thing. We will see denials that they will take good care of Greenland, but their word has lost 99% value as I see it. So as CNN treats us to ‘Jim Beam pauses production at main distillery as bourbon inventories rise’ because no one is buying their drinks anymore and as we are given that 85% drop in spirits exported to Canada isn’t sold anymore, that rhetoric will need adjusting, the news gives us all kinds of ‘responses’ from Trump minded people on how Canada is so Liberal and the social values of Canada is leeching off America, the unsettling truth is not even whispered. America had to adjust its spending setting for over a decade, and now the final iteration is reached. As Greenland is trespassed on for whatever imaginary reason given the world abandoned the idea of being allies with America and the Commonwealth is likely to see the stage with the EU and optionally China. I reckon that China needs to get several EU nations on board. I reckon that Germany is the first to be brought on board. France will still hope that America turn away from Trumpism, but that is not a gives as America seems to rally behind the Kremlin. The definite setting is not the Kremlin, it is their own $38,000,000,000,000 ($38 trillion) debt that is managing the folly of America. And this will become a lot worse, because Canada is already rejecting America and soon others will too. America brazenly stated that they didn’t need their wood. Excellent, they found other sources to sell it to. And as the U.S. imports about 40% of the softwood lumber the nation uses each year, more than 80% of that from Canada.

President Donald Trump says that the U.S. has the capacity to meet 95% of softwood lumber demand and directed federal officials to update policies and regulatory guidelines to expand domestic timber harvesting and curb the arrival of foreign lumber. (Source: the conversation) we see the unspoken truth. The unspoken truth given here is that it was basic economy that shows tariffs to be a bad idea and the White House lacking basic economic skills is taking on the Prime Minister of Canada, Mark Carney. A rock star in economics, former Governor of the British Bank and he is walking circles around Wall Street and Wall Street is afraid, because as the economy is falling down, they merely have to look at that White House to see the guilty party. 

And as Canadian Snowbirds are avoiding their American nesting grounds (mainly Florida) these places go dark too. That is an annual multi billion dollar loss too. So whilst America is blaming liberal Canada, they merely shot themselves in the foot and whilst we see ‘little dipped’ numbers, we also know that American sources are hiding the real numbers in play making matters worse. The mess is a lot bigger than shown and it makes sense. Because no matter how Greenland unfolds at present, the pressure on Canada stays high because they are next on the ballot of America’s never ending need for greed. Greenland merely stops the immediate bankruptcy of America and unless nothing is done within 2-3 years, America still needs Canada and that reality is facing us all. So when will we say ‘enough is enough’? There is no stopping greed, it is eternal and those in power like being in power, as such spending habits will not wane which is the first essential thing to go to turn this about. But we were all told a lie, not one, but legion of lies like ‘it will be better tomorrow’, ‘AI will fix it all and Stargate is the way’ or 100 other questions fed to us by the media. All people in sales mode, including the media hungry for digital dollars and no one was making a basic tally of amount going out and amount coming in. That tally was basically never coming, because that requires tomorrow to be there and it never was and now Greenland (under the excuse of National Security) is the first place to fall for American Greed. So how will the world react?

As a commonwealthian I stand with Canada (unreservedly) but what about Greenland? As I see it, it is Danish territory and America trying to annex it should be seen as an attack on NATO and Denmark can invoke Article 5 and Article 5 of the North Atlantic Treaty states that an armed attack against one NATO member shall be considered an attack against all members as such America will invoke a war with NATO and they should come to the aid of Greenland/Denmark. Should that happen (still a presumed event) it would drown the American defense industry as all of its members will cut short all contracts with America. And as Canada are part of NATO, that setting will turn nasty in an instance as the Canadians are fed up being called the 51st state, so they have skin in the game.

I think it will not turn out this way because President Trump knows the pickle he is in. He send an envoy without diplomatic status to avoid Denmark, but as that falls flat he lost 3 out of 3 ‘pretty’ places to inhabit and as that option evaporates, America has no option but to foreclose on debts outstanding and that will not be the pretty picture we think it is. I speculatively reckon that this is less than two years away, even less when we consider that several income sources fell away during the year, tourism being the most obvious one.

So have a great day and remember to see the sunshine, it shines on the just and unjust alike.

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December 23, 2025 · 10:08

How broke am I?

I have wondered about that for a while and asked that very same question of that place. But some economist spoke that a nation cannot be broke (technically correct) and it reminded me of a 30 year old joke. A helicopter pilot was circling buildings in Chicago, to get his bearing, but he had no clue as the fog was too thick. So he mimed asking ‘Where am I?’ To people in a building. They wrote on a large sign ‘You are in a helicopter’ he thought for a moment, set his course and altitude and within 10 minutes he landed safely at the airport. The passengers asked how he did that and the pilot answered ‘The answer was technically correct but utterly useless, so I could only have been at the IBM Statistics building, from there on it was easy’ You think this is partially useless and you will be wrong, because we are diverting our attention to the BBC article (at https://www.bbc.com/news/articles/ckgmd132ge4o) and the losers of that comedy. The comedy starts with ‘New Trump envoy says he will serve to make Greenland part of US’ and it is almost hilarious, but the undertow of this comedy is not a farce, it is how desperate and broke America now is. So as we are given “Trump announced on Sunday that Jeff Landry, the Republican governor of Louisiana, would become the US’s special envoy to Greenland, a semi-autonomous part of the Kingdom of Denmark. Gov Landry said in a post on X it was an honour to serve in a “volunteer position to make Greenland a part of the US”.” So loser one is Jeff Landry, who served from 1987–1998 as a Sergeant, so he knows about illegal orders. So he goes to Greenland as an envoy, not with any diplomatic status, so President Trump can feign ignorance. And this might be the final straw as Greenland bounces Landry as an unwanted person the stage is decently set so that President Trump can invade Greenland to ‘avenge’ his former governor. 

And the question that I am getting is not the one you would expect “How broke is America?” You see after the folly of making Canada the 51st state (something that was doomed to fail) and now he is going after the Venezuelan oil calling it stolen from America. Weird, because Venezuela was never part of the USA. And now he goes after Greenland and now he get the EU and optionally Canada against him. He is after the riches of these places, minerals and expansion and it gives a rather bitter taste of alignments. The bitterness is that America might be so broke that this is their only option before they have to cancel debts they have. They cannot play this game any longer as I see it. And the wealth hidden on Greenland is all that is left to play. 

So, after he destroyed his alignments and destroying his tourism there is little left of the bankable economy of America. He stated that he didn’t need anything, but without Canadian energy settings and Canadian aluminum, America has a bitter future ahead and those enjoying this Christmas better make it count, because for Americans it is likely the last jolly Christmas they will have in close to a decade. The game is up, but there is one upside for President Trump. There is a likelihood that he drove the EU and Commonwealth straight in the arms of China

And they will reward him with the Fortnum and Mason Christmas Hamper. His final moment of eating like a King, because there will be nothing left after this mistake. His former allies see his for the enemy he has become and in a year he gave the land of the free and the home of the brave gain a reputation that is even worse than Russia has and I reckon that China owes him that hamper. America did more to advocate China’s supremacy than China could have even hoped of doing. 

And I get that the politicians (Republicans and Democrats) know the setting they are in and they are silent, because they have nothing better to offer, even if they ‘dethrone’ president Trump today, the damage is done. Tourism will be flat for close to a decade, trade is flat because no one will do business with America. Disney and Warner Brothers are evading to the UAE and Saudi Arabia to regain some of their options over the next 5-10 years. And as we see these parks evolve, we will see the American Theme parks drop down to nothing with almost no international tourists and as the prices keep on rising in these places, even Americans will be unable to afford to go there. Then there’s production, it is down over the entire field and whilst shortages increase in America, more and more will fall flat and as such America is done and when the first debt will not be followed up on, there will be a fire sale unlike any we have ever seen and that is fun, because these AI settings all training on data it has never show such events, so they are useless as some expected them to be. So where is Stargate? Where is the AI stuff? It is somewhere out there, but as it is not making revenue until 2029, it will be too late for America, but the EU will buy it all for $0.01 of the dollar because it will be the best America is hoping to get and as such the Commonwealth will let America hang as well. So as Russian tourism evolved to the number one spot in America, the wall on the Rio Grande will get a new function, not to stop traffic from south to north, but to stop Americans going south and that might be rash and I might be correct, but as I see it the Economy in Mexico will be better than the Americans economy is and it will take less than three years to get there. So the question how broke is America is one that needs contemplation because the actions of the American administration leaves no other question out there. 

And last there is the flag of Greenland, so where are the stars and stripes there? Greenland has been part of the Danish sovereignty since 1814, it is only recent that it got American interests because they need to minerals and they are seemingly willing to kill to get them and it might be the least defended one (compared to Canada and Venezuela) but Greenland is part of the EU through Denmark and those 27 states are now seeing America as the enemy it is and that might be a much tougher pill for America to swallow.

So have a great day and for the 56,836 it will be a great day, they recently learned that they have almost 500,000,000 friends who are roaring to have their backs and that is beside the allies they might get as those allies get to stick it to America.

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December 22, 2025 · 17:44

Why is a stage a stage?

That is at times a decent question. Even for me, because as I write this, I do so subjectively, nearly every writer does. Writer about his point of view and I am no better (or worse for that matter). It is the merging of two points of view and these points of view are others points of view and they have their own reasoning. It is not about good or bad, points of view almost never are in a set stage. But they must be watched as they influence your own point of view and whilst some are eager to give them all a one sided setting, I learned that this is not something that tends to help. Especially if points of view are multidimensional. As such, I give two points of view and blend them to my own stage.

The first was given by Yahoo Finance (at https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html) I don’t agree with that point of view but it was a decent setting of a stage. And stages are where we are.

The first setting gives us ‘How Oracle became a ‘poster child’ for AI bubble fears’ I don’t believe in that setting, but it matters for the whole story. “Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk.” But then we get “AI optimism continued to push Oracle shares higher following its quarterly earnings reports in June and September, with AI-driven deals set to push cloud segment revenue to $166 billion in 2030. The stock’s surge in September briefly made Ellison the world’s wealthiest person. But AI euphoria quickly gave way to doubt. Investors became increasingly concerned over the rising use of debt to fund tech firms’ AI spending, just as the payoff of that spending remains hotly debated. Those concerns are evidenced in the budding demand for Big Tech credit default swaps (CDS) — financial contracts that act as insurance by letting investors bet on the likelihood that a company will default on its debt.” And that setting is somewhat important, and for those who remember the 2008 crash, they fear the stage the the CDS and that is fine, I don’t think that this setting is great, but the stage of letting investors bet on the likelihood that a company will default on its debt is not really great, it is the stage where some will set or even orchestrate the need for some to fall and that is what makes the bubble burst and I gave that setting before (at https://lawlordtobe.com/2025/12/02/aftermath/) in the story ‘Aftermath’ where I highlighted parts of the equation. It is the second part that is the setting of the stage and it is about stages. You see, we all envision a stage whether it is the real stage sets part of the question and when we consider the stage we think matters, we might look at the size, the lighting or how we move on that stage. All matters for consideration but I digress. The second story was given to us by the Motley Fool (at https://www.fool.com/investing/2025/09/16/prediction-oracle-will-surpass-amazon-microsoft-an/) and there we get ‘Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031’ where we see “Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 — corresponding with calendar year 2031.” As well as “Oracle’s push into cloud infrastructure is arguably its boldest bet in the company’s history. Oracle isn’t cutting corners, either; it is bringing on dozens of data centers online in just a few years. It has built 34 multi-cloud data centers and should have another 37 online in less than a year.” Now we have seen two not aligned stages, but the actual stage it a lot larger. You see, the others all ‘want to align’ with Oracle, but that merely means that they want the solutions that Oracle has or get the customers that have selected Oracle, but the others forget something that matters. Oracle has been the data innovator for over 45 years and no one can touch what they achieved, even in the early 90’s they were the only one who could set tables within tables and it took others close to a decade to even get close. Azure, AWS and others never got ahead of Oracle, they merely reengineered what Oracle already figured out and there is more to come. 

You see the two stages are in a larger third stage and as I see it, Oracle has focussed on the data that is needed for DML and LLM settings, but they must know that actual AI requires more and it starts with two elements Verification and Validation. There two parts are the achilles heel for anyone making the statements that this is AI (which it is not) and no matter how much you train data sets, when Validation and verification are absent the GIGO law comes into play. It was uttered in the 60’s and means Garbage In, Garbage Out. Without Validation and Verification all data becomes part of the GIGO law. Most do not realise this, or they simply do not care, but Oracle figured this out long ago (A speculative thought) and we need to consider the Oracle might be trailing on some new technology, but they are ahead in many ways, more so than either Azure or AWS. And the largest settings we see at this point if that some are ‘gambling’ that Oracle messes up, but I think that is not the case. Oracle is hanging on and that is what matters. The data centers that are coming and that are build need to make money, but that is not the stage of Oracle, they got the equipment in, they got the software in and now as these centers start making money, Oracle gets their share and as such they are the facilitators of wealth and that is until there is an actual AI and as I see it, Oracle will be the only one who will set the premise of that and that is why Oracle will surpass all others. Even Google and IBM will seek the shores of Oracle. 

A stage that might take a while, but in all this, any training data centre will owe Oracle money (and a lot of it), so Oracle can play the long game, because in that stage only Oracle will come out on top. That is how is see the stage, the size a lot larger, the lights will put Oracle in the limelight and all others will remember why Oracle is the only one who is master of data storage technology and that is why I believe that the second is part of the real future of Oracle and whomever connects to Oracle. But in all this Oracle is the most essential data solution technology out there and when I saw the ‘negative’ settings around on December 2nd, I knew that it was doom speak of some for whatever reason they had. I knew that Oracle had a different future ahead of them, a much brighter one.

Have a great day, today was cooler, so I feel decently rested, but in these warm days before Christmas I rather miss the white cold of Sweden (or Canada). 

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December 21, 2025 · 22:59

The dice fell snake eyes

It is the setting I predict a few weeks ago and more less recent in the story ‘Eric Winter is a god’ (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) in July 2023. I saw it coming this early in the race, why? Mainly because AI doesn’t yet exist, so whomever sells whatever solution they have as AI will set themselves up for a rather huge and nasty fall. In 2023 it was easy, in 1980 the movie the Changeling was released, giving the timelines then, the movie was made in 1979 and Eric Winter was born 17 July 1976, so what was a 2 year old doing in that movie? That is the simple setting of validating your data and that is why there is a case with what some now call AI. So now we get (at https://decrypt.co/353227/openai-microsoft-sued-over-chatgpt-connecticut-murder-suicide) ‘OpenAI, Microsoft Sued Over ChatGPT’s Alleged Role in Connecticut Murder-Suicide’ so when we see the setting in that case, there is more than just the bare minimums. This will imply engineers who programmed the setting, as we are given “In the latest lawsuit targeting AI developer OpenAI, the estate of an 83-year-old Connecticut woman sued the ChatGPT developer and Microsoft, alleging that the chatbot validated delusional beliefs that preceded a murder-suicide—marking the first case to link an AI system to a homicide.” I expected that we would have until 2026, but it never got that far and when the first trial starts, we will see aq whole range of class actions and other legal battles start, because as we are taught in Torts, go where the money is and OpenAI/Microsoft have plenty. As such there will be a whole range of cases being started. I reckon that there is a whole flock of ambulance chasers who will see this as their golden opportunity. And the more data is thrown around, the more intense the legal battles begin to emerge. A setting that was clear two years ago for me and as I found more than one setting that favors this, we merely have to look at sentences like “We rely on our AI to bring you [X]” the legal eagles see that as their way into your coffers and they have greedy hands, because that is what they were instructed to do. And when you consider “OpenAI faces numerous lawsuits, primarily revolving around copyright infringement for using vast amounts of online content (news, books, lyrics) to train AI models like ChatGPT, with major cases from The New York Times (NYT) and authors seeking damages and content bans, plus a recent German court ruling against lyric reproduction.” We see the setting that they either settle, or lose whatever data they have and there are numerous other settings that are thrown into the mix. And whatever is in the design law database, because there is every indication that these trademarks were also broken in numerous places and Microsoft has no place to turn, they are in it for the big bucks and whilst some are ‘driven’ to reconsider their options, the amount of people who are not considering that, is a growing amount of people smelling the scent of dollars and they are hungry. I reckon that those non-Americans are even more driven to those dollars than the Americans are. It comes down to (a massive speculation) that gets them up to 100 billion and that was before Sam Altman was hoping for a $800B incentive. That is the short and sweet of it, so as we look at the article seeing

““This is the first case seeking to hold OpenAI accountable for causing violence to a third-party,” J. Eli Wade-Scott, managing partner of Edelson PC, who represents the Adams estate, told Decrypt. “We also represent the family of Adam Raine, who tragically ended his own life this year, but this is the first case that will hold OpenAI accountable for pushing someone toward harming another person.”” You see, “first case that will hold OpenAI accountable for pushing someone toward harming another person” is a deeper step than some lawyer pushing that OpenAI was driving a person to some extend, that is no harm, or merely applied harm to self, do you have any idea how many lawyers will demand to see the algorithm and the programmer who wrote it? That will be a mess that takes almost years to sort out, in that same time, Google will progress Gemini 3 much further making OpenAI lose investors and they are as sketchy as they will ever be.

So whilst we see the sparks come, we will see a lot more issues surface and they are not all on OpenAI, but I reckon that some lawyers will play it that way, because that is where the money is. 

So you all have a great day, it is still 39 degrees in my living room so I am placing my mattress in the freezer, not sure how, but I need to get some sleep at this point.

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December 20, 2025 · 02:18

With media assistance

That is what I see and I might be wrong, but judge for yourself. There is plenty of evidence around. It all started with an article in Forbes (at https://www.forbes.com/sites/zakdoffman/2025/12/18/microsoft-updates-windows-to-stop-users-downloading-google-chrome/) where we were shown ‘Microsoft Updates Windows ‘To Stop Users From Downloading Google Chrome’’ so that doesn’t sound at all ominous. And it kinda reflects the setting I gave over 2 years ago with ‘Are they really?’ (at https://lawlordtobe.com/2023/09/01/are-they-really/) which I gave onboard September 1st 2023. We are now given “Here we go again. “Microsoft is trying a new way to stop users from downloading Google Chrome.” We have seen this before. Just as with Apple, the two tech giants are pushing hard to keep users within their own walled gardens, on Safari and Edge. The latest news comes from Windows Report. “If you open the Chrome download page in Microsoft Edge, you may see a new banner at the top.” Instead of just presenting the usual Edge versus Chrome comparison, “Microsoft now focuses on protection.”” I would be the first to state that the statement is missing and they are actually meaning “Microsoft now focuses on protection of self” and it is a slippery slope. They can find the expert in France to find evidence that the bra size of Kim Kardassian is increasing, but they are not able to get a clear independent view of whatever OpenAI gives us against Gemini 3? Go Figure.

As such Forbes gives us “What’s most interesting is that Microsoft has usually stressed that Edge is built on the same Chromium base as Chrome, with all the benefits of Chrome, only better. “This time, those points are missing. The message stays centered on built-in safety features.”” Og course it is, Microsoft cannot allow for the people to gives them grounds of taking sides in that war, they have far too much riding on out, the revitalization of Clippy is on the line and if people (who are speculatively likely) to select Gemini 3 over OpenAI, the walls of Microsoft come crumbling down. They have trillions riding on this and as I see it (I have zero evidence) is that OpenAI underwhelmed whist Google is riding high, as such they have trillions riding on their bad sense of innovation.

And as I see it, it is really bad when they are repeating some of the settings they had in 2023 when edge was on the line, I reckon together with Xbox and Gemini they now lost for the third time, four times if you count AWS versus Azure. The once so highly Microsoft has now lost against Android, Google Search, Sony, Amazon and now against Gemini. A five times loser of technology. So whilst the media ‘accepts’ “Microsoft now focuses on protection.” The truth is predominantly ugly, the truth is that Microsoft is basically done for. 

And the media can hide behind their timelines when they ‘suddenly’ reveal an independent tester (one that meets with the approval of Microsoft) But it might be too little and too late for the media as well. 

So whilst Microsoft hides behind “Chrome attracts more security threat headlines than any other browser. This year, Cybersecurity News says, “Google addressed a significant wave of actively exploited zero-day vulnerabilities affecting its Chrome browser, patching a total of eight critical flaws that threatened billions of users worldwide.”

All these vulnerabilities were “high severity with CVSS scores averaging 8.5,” with the world’s most popular browser targeted “by sophisticated threat actors, including state-sponsored groups and commercial surveillance vendors.”” And weirdly enough, my Android is flying high using Google, the only threat I had for a while was influencers pushing me against my will towards Edge. As such there might be truth in the last statement, but I think Microsoft is overselling that idea. And as the evidence s shown to us, I really believe I am right all along. So as you might realise that Forbes hides behind their final words “As you see, none of this is clear cut.” I believe it is and it requires a true independent test of Gemini versus OpenAI. But perhaps I am oversimplifying the problem. I apparently tend to do that and it has nothing to do that I have been in IT for over 45 years. So you all have a great day, I finally look forward to some sleep. The temperature has dropped from over 30 degrees to 24 degrees and it is 02:00. And did you catch the one element Microsoft is leaving alone? It is that Apple is less of a threat than Google is, is it the 26 profiles of their Alphabet? I let you decide. I have seen the light and the seas of snores are beckoning me.

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December 18, 2025 · 23:58

The wrong focus

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

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

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

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

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

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