Category Archives: Finance

July 10, 2026 · 22:16

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.”

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.”

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

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July 8, 2026 · 02:09

Worlds in motion

That is what happened 13 hours ago. We are given a story by Ben Graham, which carries the title ‘‘Catastrophe’: Gaming world in utter chaos as Microsoft’s axes 4800 jobs, Sony makes huge call’ (source: news.com.au), I had given my view on the erroneous Sony call, but I didn’t give the setting of Microsoft too much time. Microsoft is really big (over 170,000 people) and there are more stages than Gaming, so as we are given “The cuts at Microsoft include the deepest overhaul in Xbox’s history, with approximately 3200 gaming jobs to be shed over the coming fiscal year, including positions at four studios that are being spun off or sold. It is understood the cuts will affect staff in Australia where 3,000 employees work across six offices.” As I see it, the stage that the UAE gives with its gaming setting of 2033 (see previous story) I am happy that I gave my gaming IP to the UAE. It sounds that the UAE is coming in just in time and whilst I see that Sony has a good grasp on things, the entire setting of no-disc will likely be dropped in 2027, as they see what chaos they would unleash on their brand. I never objected to a no-disc setting, it would not be my choice, but that is beside the setting that Rural gamers all over Europe (likely the America’s too). It is a stage of the Have versus Have not and I don’t like that setting. It is a class war that is brooding and it makes me sick. These wars always come with a larger victim count and a massive amount of resentment. As such I oppose it. So, I am kinda happy that the UAE is going into gaming. As such they are likely to capture the Microsoft gaming population first and depending on what hardware options they select they could get up to 6 billion dollar in stage one, a lot more in stage two. The question becomes what direction they will take gaming in. You see gaming can be several directions and I am against taking something in all directions. It is often better to capture niche by niche and grow from there. The benefit is that as you expend on niches, you can make these niches available to all niche gamers. So they expand to a much larger setting.

As such people can select the paths open to them and as such you gain traction on all fronts you enable. And it is important to vacate the American 80% setting. Each niche needs to be 95% cleared and the 5% should be set to minor stuff. It is a slower route but the results are more clear and almost a guarantee. In this I state almost, because there are many factors. But the only thought towards to worst case scenario is that you gain 50% more when you go for the 95% over the 80% setting and 50% is a big gain. The good thing is that there is motion on several levels and as such the stage of gaming for gamers is decently secure through Nintendo and Sony, but 2 options doesn’t make a population. So in come China and the UAE. China with its Tencent device (no clue how real it is) and I don’t give credence to the populistic YouTube approach. But the idea of Tencent and the UAE has merit on a few levels. There was another side that I was considering, because I have options in IP besides gaming, even if gaming was merely one side to this. There were two other sides and that is how traction is made. 

So whilst some are considering “On the commercial side, she said the cuts would build on Microsoft’s $2.5 billion push, announced last week, to embed 6000 engineers with major clients to accelerate AI adoption.” As I see it, it is a load of nonsense. When these ‘clients’ start to figure out that there is no real AI, that until some issues are resolved it is merely Fake AI, the class actions start to come. I wonder if anyone had looked deep into these AI contracts?  $2.5B divided by 6000 is $417K, the numbers do not make sense. And considering the purchase of Blizzard for $68.7 billion, Bethesda for $7.5 billion and Mojang for $2.5 billion. The question becomes, how much did they make from these three? Ask I see it, they are bleeding all over the gaming field. As I see it, if they even break even, it is because of the PlayStation titles, not the Xbox side of things. I admit it is speculation but consider Bethesda for $7.5B, that requires over 750,000,000 games sold. There are at most 45 million Microsoft consoles sold which means that each Xbox requires 18 Bethesda titles. As I see it, they have less than 9, as such the equation doesn’t work and I won’t even take this to Blizzard with its $68B price tag. The numbers do not add up and before you consider the setting of IP value, it requires someone to actively work on that and as we see from Starfield, that setting is more than debatable. 

But this is not about Microsoft (who I don’t care about), but it is about gaming and that setting need to be protected, so that my friends, me, others, their children and their children children get to play. Microsoft made it some business venture, to make it some form of exploitation (at least that is how I saw it). And keeping gamers safe is a noble goal (still my personal view on the matter). I have no idea what the UAE had decided to in that event, but at present they have a lot more credibility that these American firms ever have had.  Aren’t we lucky that Nintendo and Sony are both Japanese?

So whilst we are given “There has been widespread criticism of Microsoft overnight, with many gamers claiming the company is losing money because it is producing “woke” games that nobody wants to play. “The easiest solution is just look for the pink-haired devs that are destroying your IP (intellectual property) and send them on their merry way,” one gamer wrote on X. “People want good games, but the shoved ideologies into what could be good stories shows why your revenue is down.” “This is good,” another said of the call overnight. “But for it to work, you must also change your company policies to stop driving away your core audiences, and you must do so visibly and clearly.” Criticism also came from the left side of politics, with independent US senator Bernie Sanders blasting the job cuts.”

As I see it, it is one explanation. The second one is rather nasty, these games lately have been really bad. One voice gives us “Starfield starts off slow, taking over a dozen hours of playtime for its mechanics and story to truly click. It is an immense, content-heavy experience that will appeal deeply to fans of Bethesda’s traditional RPG style, but the lack of meaningful, seamless space exploration may disappoint those seeking an organic sci-fi adventure.” I have no real opinion, I saw the intro YouTube and it had something the graphics were good, the interaction are seemingly god, but that is what you get for a 2.5 years old game on the PS5. And now gamers are being told “Starfield fans fear for the game’s future after insider reports on Bethesda’s priorities – it will focus on Fallout, Quake, TES, and other franchises” (source: IXBT) that is what happens when the dollar becomes the bottom line of any game. And that is why Microsoft is seemingly pulling out and putting their money where the hypes are (not that this will do them any good). I see it like a corporation that has taken the stage of a mostly empty shell, so as the pressures mount, there is no substance to give counter pressure and the shell breaks. Someone will always tell me that I am wrong and (often in addition) that I am crazy too. But that is what I see and whilst protecting gamers everywhere is a noble consideration, it might not be enough and as such I see that others have seen that this comes with a decent paycheck or fortune. I saw billions and I reckon the UAE sees a similar pattern. This is where it all is and now as we see some companies (not naming them) are digging (see: prospecting) in the wrong area. As such I have two settings. The one setting is that gaming is essential and it should fuel itself, the realist sees that gaming alone does not make for a decent payment. As such combining the ideas are good for billions, keeping them separated merely allows for millions. It is only one letter but the power is a thousand fold. I see that and I accept that, and as long as gaming is uninhibited, it is fine by me. You can buy a DVD player just for the documentaries, or you can use it to play CD’s as well. The machine is bought, so you might as well use is as versatile as needed and that is where I saw gaming going. The console (or streamer) to also allow for series, movies, music, and optionally other means. This is where the world was going to and I accept that. It was always bound to happen. So whilst some merely focussed on one setting doesn’t mean the other settings aren’t there. And that is what Microsoft missed for the longest time (Sony too).

So, as I saw the UAE taking a bigger stake towards the gaming worlds, I saw a new option for gamers all over the world and it made me happy. So you all have a great day. It’s Wednesday here now.

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July 7, 2026 · 07:12

I made a call

That being said, I only in partiality acted by phone. I used my phone to give a message to his royal highness Sheikh Hamdan bin Mohammed bin Rashid Al Maktoum that he has access to all my gaming IP. Basically I gave all my gaming IP away to the Dubai Media Council. It was a weird call to make from a person that does not have a pot to piss in, but I considered in mere seconds that it was better to see the United Stated (in particular Microsoft) muddle on destroying the settings of gaming. Better give others a fresh start. You see, Sony has its clear priorities (as does Nintendo) and overall Sony is better served by having a clear competitor that is chasing Sony at the heels. Microsoft is done in all this. As I personally see it, they do not deserve to oink at the gaming truffles, that piggy is done. So whilst I was considering what to do, I saw a message come across LinkedIn by his royal highness and a idea came to mind. I am unlikely to ever make money of all the gaming IP I have, as such it was better to hand it all over to the UAE. Better someone (optionally with an innovative mind) make some good of it.

And at present I am at 3983 stories going all the way back to 2014, wouldn’t it be great that story 4000 shows that my consideration as a gamer would be kicking of its fruits? Over the years I have written lore (for a new kind of RPG) I had ideas on streaming gaming and several ideas of all kinds. Now they might not all be useful, but they all contribute and if it hurts Microsoft, so much the better. Microsoft did this to themselves by harming the tranquility that gaming offers and so far they merely boasted and delivered close to nothing, whatever innovation they claim them had, they merely bought and marketed, the most famous innovation was Mojang’s Minecraft. As far as I can see they have one clear win. The FlightSimulator 2020. No matter how you see Microsoft, that is one hell of a flight simulator. I reckon every flightsim gamer agrees with me and when I bought the ‘original’ in 1985 for the CBM64, I saw something new. It costed me a pretty penny too (NLG 299). It was a magical week for me. Over the years games got graphically better but the innovative step that Microsoft showed with only 64Kb should not ever be forgotten. Beyond that as I see it, there needs to be a new player in that field. And the Gulf News gives us ‘Sheikh Hamdan meets global gaming leaders to shape Dubai’s next growth phase’ (at https://gulfnews.com/uae/sheikh-hamdan-meets-global-gaming-leaders-to-shape-dubais-next-growth-phase-1.500598313) where we see “Crown Prince backs Dubai Program for Gaming 2033 as pillar of digital economy” although it is a statement of currency, the real gamers are bound to make it a seeing of strength (one can only hope) and with “Sheikh Hamdan bin Mohammed bin Rashid Al Maktoum, Crown Prince of Dubai, Deputy Prime Minister, Minister of Defence and Chairman of the Executive Council of Dubai, attended the Dubai Gaming Retreat, where he met representatives from 80 of the world’s leading local and international gaming companies as the emirate steps up efforts to become a global hub for the industry.” And not to stereotype gaming, but for some reason I see the stage of Magic Carpet in my mind. What an amazing game that was, now consider that a system which only had 2 MB RAM and  1 MB Video RAM, driven by a R3000 32-bit RISC microprocessor @33.87 MHz was able to give us, so consider now what is possible with a 16 GB GDDR6 SDRAM and 512 MB DDR4 RAM driven by an AMD 8-core Zen 2? It is worlds apart. The first Magic Carpet was pure delight now consider that with the UAE as a backdrop (at the year 800) with the seven locations firmly set there will be happy gleams all over the world whilst gamers can rejoice. 

And I added several other ideas (all unique and original) even the start of a new RPG whilst adding a whole range of improvements to what I saw as optionally weaknesses in Bethesda’s Oblivion. I even reset an idea by Vint Cerf into a gaming setting (one can only design using the greats, even I know that). I don’t think he ever considered that, but I saw options. So when we get to “In a post on X, Sheikh Hamdan said the event is part of Dubai’s commitment to becoming “the world’s new hub for the gaming industry” and a destination for the world’s leading talent, companies and investments in the fast-growing sector.” I decided to react to that and add my own $0.02 by handing all my gaming IP to the UAE. Perhaps it will spark innovation, perhaps it will spark ideas. As a whole the gaming community wins and prospers, as I see it. It would be a decent legacy to hand over to others. 

Currently I am still mulling a few things over and I will write about them soon, that being said, I already gave my gaming IP to the UAE, as such they will gain that too. There is no use in doing things half baked. I just roll that way.

So have a great day, its almost time for coffee, better get dressed for that.

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July 6, 2026 · 12:08

History marks arrived

That is what I see, there are two settings. The first one was not new, it was three weeks old when I saw (at https://www.wired.com/story/a-court-has-ruled-that-google-is-liable-for-false-statements-generated-by-ai-overviews/) ‘A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews’ it is not entirely undeserved, but it also sets Google up for people fleecing them, so some will ‘cater’ to the need of supporting a setting that set Google up for a trap. We cannot see this directly from “Germany has issued a ruling that could reshape the operation of search engines and artificial-intelligence-based chatbots worldwide. The Munich Regional Court preliminarily ruled that Google is liable for a series of false statements generated by its AI Overviews feature, requiring the company to prevent the dissemination of erroneous or inaccurate claims through its search engine.” So, whilst some will cater to the need of false feeing that search engine, we are left with a more than slightly vulnerable Google. Whilst we see (at https://www.rmit.edu.au/about/schools-colleges/media-and-communication/industry/rmit-information-integrity-hub/the-repost/june-2026) ‘Should AI be liable for its mistakes? A German court says yes.’ Where we see “Jeannie Paterson, a law professor and co-director of the Centre for AI and Digital Ethics at the University of Melbourne, said the decision was “potentially very important” and could have ramifications for Australian consumers. The decision hinged on who is responsible for the content of AI search results. The law has traditionally considered social media platforms and search engines to be mere conduits for information, Professor Paterson told The Repost, meaning companies “only become liable if they knowingly participate” in sharing information that proves to be wrong.” I personally believe that Professor Paterson is setting up loaded dice. You see, in the first AI does not yet exist. And the second part is “who is responsible for the content of AI search results”, that answer has two stages. The first is the programmer who ‘created’ the analytical setting of predictive analytics, because that is part of any DML/LLM setting. It is not AI. And that data is also a side, because there is a massive failure of validation and verification. We see it all the time and whilst some are ‘whisking’ it away through ‘hallucinations’ I have seen the Grok side of things on data that I created and it take all without any reference other stories I had written, as such we see a programming failure. And through that the stage of “who is responsible” gets a new life and makes the water pretty murky.

That is what I see. And anyone saying I am wrong can take a long walk of a short pier. As I saw that, another stage was handed to me.

Last week we were given ‘Ford rehires human engineers after AI fails to match quality checks’ (source: BBC), this is not new, I saw this coming a mile away and I present (as pseudo evidence) ‘Is it more than buggy?’ (at https://lawlordtobe.com/2024/01/05/is-it-more-than-buggy/) and I wrote that story in January 2024 (over 2.5 years ago), as such it should count as evidence and I gave the clear settings of “On May 27th 2023 the BBC reported (at https://www.bbc.com/news/world-us-canada-65735769) that Peter LoDuca, the lawyer for the plaintiff got his material from a colleague of his at the same law firm. They relied on ChatGPT to get the brief ready.” Which now intersects with the AFR (at https://www.afr.com/work-and-careers/workplace/ai-use-in-dismissal-claims-borders-on-contempt-of-court-judge-warns-20260705-p60cob) ‘AI use in dismissal claims borders on contempt of court, judge warns’ and considering that this failures car in May 2023 when the BBC reported on this, we see a larger immature failure of other branches as well. You see, that it was tried is OK, and it failed three years ago, as such others should have stopped this as soon as they came aware. These settings all intertwine, because validation and verification is all part of these failures. As I see it, they were never made. I would be in favour of a separate tier of verifying all it produces, and these sources need to be validated. As such “after one claimant’s chatbot cited large swaths of evidence that did not exist, in a case showing the technology bedevilling the workplace umpire is now hitting the courts.” So, evidence that did not exist, where have I seen that before? (Small giggle inserted afterwards). This is why I feel that my services n technical support and customer service will be needed soon enough. When Fake AI fails to this degree. It is one small step for the AI agent to tell the customer “just press the carrier online button on the right side of your device” for this to fail and when that happens a few times, these ai agents will be pushed into the land of the Dodo soon enough. And that (until there is an actual AI) with proper validated and verified data is where that agent remains. You see, it was never rocket science. Some sales person saw the DML/LLM setting and started to call it AI, but Alan Turing had some clear settings on it all and this is not it. I believe in DML/LLM solutions, I saw an amazing application for lost and found in an airport reducing days in optionally less than an hour and there are more, but it is the, not AI, no matter how sweet they mention AI, it is the trap the salespeople set up and now that the class actions are setting in all kinds of field and personally I keep a high note on ‘Unauthorised Training Data’ and ‘AI washing’, whilst an alleged Anthropic settled for $1.5 billion for using pirated books to train its Claude AI model, I see my data transgressed upon and whilst some state that this is $1.5M per work, I was transgressed over 1700 times, as such I should be a billionaire (we can all dream can’t we?) But clearly I am not on that setting yet (to be clear I just confirmed with my wallet and my wallet is moaning due to a lack of green bills of $100. 

All these factors add up and whilst some are already seeing the lack of data, the lack of verification and the lack of validation. There is an overdue stage of properly aligning the settings we should be seeing. And that is why the class actions continue and whilst some will whip them away in settlements. And whilst we wonder why it took so long (over 3 years) for law firms to see that stage, we will see a lot more, because as I see it, the law interns believe that true time savings could be made with any ChatGPT/Claude the reality is slightly different and soon these clients will set up clauses that no AI is to be used and that is the larger failure in all this. So whilst Ford saw their failings in the early age, big software firms  aligning with what they call AI Agentic solutions will soon learn the price of that failure. And this is not just Microsoft, this is likely to effect all large software vendors. As such thousands will be hired once more and some who were pushed out in a slightly disgusting way will seek any other employment, as such these ‘embracers of Fake AI’ as I tend to call them will have a new problem and employment agencies are no longer able to get any, some who used their Agentic solutions from day one. And the fallout is soon spreading all over the world. So as I have seen these markers all over 2025, I see opportunity (for myself) and other technical support people in 2026 and 2027. The question for these firms becomes, did they treat their support people proper, or were they (as the teams goes) ‘dicks in reducing their staff members’ in this I love the quote from Walter Mitty (Ben Stiller) “This thing that you do, Ted, where you come into a place and push people out, you should know those people worked really hard to build this magazine. They believed in the motto. And I get it, you’ve got your marching orders and you have to do what you have to do, but you don’t have to be such a d*ck. Put that on a plaque and hang it at your next job.” And those who loved the part Ted Hendricks (Adam Scott) played in all this, because he was so managemently will now have a much larger problem, because I am still in contact with buddies who did my job 30 years ago and we all talk. So they now are unlikely to find anyone. So whilst they are learning that all AI is Fake AI and they could wait for for 2 decades (for True AI), but their KPI based is not that long, they now have a problem. And the is all before they figured that all data required revalidation, verification and attune it to a newer system, the markets will suddenly experience the bubble setting, that according to SoftBank CEO Masayoshi Son, who called the current artificial intelligence boom a “bubble” is an insult will be forced to do an about turn on that setting, of course those investors will have faced the write off if trillions, so they are unlikely to send Masayoshi Son a Christmas card in 2028, but that is merely my view on the matter. 

What matters is that is that these evangelists and influencers screaming “AI” are about to be found out as the new evil. There is also the groups that properly set the AI field in a DML/LLM setting, and they will be OK. If they had properly prepared their customers and aligned them with what is, I reckon that they will be OK (still a personal view on the matter).

So where are we now?
As the news is giving us more and more failures, more and more about turns from larger companies. We are seeing what could become the implosion of that bubble. The problem is that is will not implode all at once (some are unable to survive that), it is more likely then not to manifest itself as group implosions. Not all at once, but (for example) 10 explosions of 10% and when they are apart enough, some of the larger player will survive. In one setting when these judges consider that this setting was going on from 2023, making the decision that all AI assessed briefs are regarded as “clear contempt of court” we see that it would become a setting of staggered failures and when the time between these events are enough apart, the write off is optionally limited, but that is me just hoping for a reduced heartache. It is unlikely to affect me, but hoping for the worst setting is just uncivil. 

There was actually more, but I am somewhat exhausted and I have written part f all this before, just browse through my blog. I am still in a setting where I want to see who used my blog for scraping and AI washing. I doubt if I will ever find evidence that holds up in court, but with a (massively delusional) $2.55 billion which was 1700 times 1.5M at stake, one might be willing to waste a few hours on this. Anyway time for men to continue a written adventure in Abu Dhabi, time for more there too.

Have a great day. 

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July 4, 2026 · 05:15

Colouring your coat

That is the term I am seeing, do you? It comes in support of what I wrote yesterday about physical copies. I also added a few points that I felt were important. The BBC however (at https://www.bbc.com/news/articles/c0ryjyvjq41o) failed to disclose them and trivializes other parts. As such I am now decently convinced that the BBC is enabling or supporting the Have’s against the have not group. It is a whole new setting of people classification. So as we get the headline ‘PlayStation will stop releasing games on discs in 2028’ it remains a dangerous thought, because whatever advantage they have over others (Steam Deck, Xbox) end there and quite quick, they don’t have any advantage over Nintendo, but they will hand them a truckload of people, right of the bat.

The first debatable setting we see is ““This is a natural direction for Sony Interactive Entertainment to adapt to consumer trends as the general preference for digital media significantly outpaces physical discs,” it added.” It does not adapt consumer trends at all and I reckon that in 2027 they will face had choices for the simple reason that people like physical copies. It might not like the fact that people are forced in a download setting and the United Kingdom has plenty of rural areas, when they learn that Sony if forcing them out of gaming, the battle lines will be drawn. Gaming journalist Vikki Blake calling it a “Body blow to consumer rights” and she is right, it is. Whilst we are also given ““It’s of huge concern for game conservation and a massive problem for gamers with lower disposable incomes who rely on part-exchanging or loaning games from friends to keep up with the AAA price tags,” she said.” As well as ““Just one console cycle ago, Sony made a tongue-in-cheek advert about how easy it is to share games on PS4 as a dig at competitor, Xbox.” Which gives us the second setting, because it was not a mere tongue-in-cheek advert, it was more. Microsoft had seemingly ‘embraced’ the TPP (Trans Pacific Partnership) and so initially did Sony, their terms of service basically acknowledged it, I warned several news agencies of this in November 2013. They seemingly brushed it away. In the 11th hour, they saw the blowback it was giving, so they laughingly brushed it away with the handing of a game disc. Their was nothing tongue-in-cheek about it, Sony got really scared and did away with it in a public joke. So that was what it was and seeing this makes me fume a little. Christopher Dring, editor of The Game Business gives us ““We still see millions and millions of PlayStation games sold as physical goods,” he said. “It’s a significant business and there are lots of players that prefer to buy this way. It’s tough news for retail.”” It is and if Sony pushes this disclose setting they will hurt their own business in massive ways. And it is shown in other means too, as such we see “Sony has also come under criticism for pulling over 500 films and TV shows purchased on the PlayStation Store from people’s collections with no compensation.” There will be a kick around and Sony will not like that fallout. The question becomes why is this done? There is enough evidence not to do that and I am pushed into the squad of a “have versus have not war” the thoughts that Dutch Journalist Luc Sala gave me 30 years ago is now playing part in what was to come into what is about to happen and it is not mere gaming, I reckon that it becomes about what is after that. I am not sure what ‘that’ is, but we will soon find out. 

As I see it, the fact that the entire TPP part was ‘overseen’ gives me the impression that the BBC is embracing the “have’s” in this war and whilst we can accept that everyone takes sides, the journalistic integrity of the BBC is as I personally see it in play, because the journalistic integrity of a place like the BBC should be merely on the fence and not choosing a side, but that could be merely my view on the matter. 

Another side is seen with “The firm said its arrangement with the film production company StudioCanal has ended, meaning it no longer has the rights to sell those TV shows and movies, and they will disappear from people’s collections on 1 September.” I believe it is short sighted, I get that it can n longer be sold, but taking it from a catalog is different from deleting it from anyone who bought it, I reckon that those people are entitled to a download of these series and movies. The materials will be downed in a different setting and we are already seeing that. For example you cannot buy Shogun (2024) in Australia, there is also a setting that in Australia Good Omens (2019) only has Season 1, you can only buy the other seasons through places like Amazon. This discriminatory setting is now getting more and more attention (mainly through hatred of Amazon, which is also wrong) so as these ‘products’ are deleted we will see more and more non-acceptance of these settings and gaming is likely the one place where people unite rather fast. You should ask Microsoft, their ‘online only’ cost them their place in consoles and now whilst they were on par with Sony, they are now trailing towards 1:4, those are strong results of failure, as such I hope that someone at Sony needs to receive their walking papers. This got started somehow and at some point people want to know how started all that. But that is merely my point of view. So I hope that the BBC will soon colour their coat in a more neutral colour.

Have a great day today, it’s Saturday here already and I am a mere 110 minutes away from morning coffee. In Toronto it is still yesterday’s beer-o-clock.

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July 2, 2026 · 10:03

Pure Speculation

That needs to be said right from the start. It is  massively speculative, but the mind of greed driven American is essentially easy, their actions can be predicted, no predictive model required. The American corporation LinkedIn had seemingly driven itself in a hard sell. You see, they need data and with this administration they are considering that the bully tactics are seemingly working. You see every Thursday there is a roundup of your data and they have given that allegedly a twist. Apparently all data was lost, wiped or whatever they tend to call it. I reckon that some person there is giving the people the “our faulty AI had a glitch”, but I know that AI does not exist, it is all Deeper Machine Learning with additional LLM combined into predictive modeling.

My speculative version is that they will come with some “We fixed it in out premium setting. You know the first month is free, no cost to you”, but there is a glitch, you need to enter credit card details and that is what they are allegedly after. Data is power and Credit card details give them a lot of verifiable data, non refutable data and Yanks are hungry for data, especially as Europe and the Commonwealth are closing data taps. As I see it, these American corporations are seeing the end of their lifecycle and their existence is the balance, as such they need more verifiable data.

So could I be wrong?
Definitely, but the wiping of your result data can (as I personally see it) only defined by two options and optionally both options. The first one is that LinkedIn has enabled ghosting for some corporations that are ready to pay a premium plus subscription. They look at a person and then they wipe that data of their visit, optionally wiping a little too much, because one entry is hard to hide, but wiping the entire batch of data one account had at least 6 visits in the last week, but the recall only shows one visit and when you look at “Top companies your searchers work at” you get zero results, so that is an option. With 1156 all appearances in the last 7 days (-76%) and 1 search appearance (0%) in the last 7 days , so its own systems are already breaking each other alibi in the process.

I am more for the second setting, They are hungry for financial data and whilst the service is free in the first month, the moment they have these details they can combine and match that data to supermarket data, to retail data and a footprint is created. A predictive model of where the people are headed to. That is financial power, enabling the have’s to the have not people. This is a term from Dutch Journalist Luc Sala who gave us that in the 90s. And now we see that enablement in a much larger proportion. 

So in all I could be wrong and you can decide for yourself. Consider if you re a LinkedIn user if your data was ‘accidentally’ wiped and you left it to the side because you have more important things to worry about. In the end, I have my suspicions but let it be known just of the bat. I have no evidence, merely indicators and it is all pure speculation. But in the trend of freedom of speech I can put it here. I also believe in accountability, so I am giving the clear speculation vibe, because anything else needs evidence and whilst I have some evidence, sit might not be enough to cut the mustard and that needs to be known as well.

So have a great day today and consider that your autumn (November – April) could be spend in WaterWorld (Abu Dhabi) they just got another Guinness World book record in their name, they now have 55 slides and 15 other stages in their park (like the Al Raha River and the Bandit Bomber roller coaster) to name but two. You could make your neighbours jealous by coming back towards Christmas with a nice tan, did I mention that the UAE is a zero tax nation, the best place for getting the gifts at a massive discount.

Until next time.

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July 1, 2026 · 15:52

The way fences crumble

That was the setting that I saw, the Wall Street Journal gave an article (that I didn’t read because it was behind a paywall) where we are given ‘A Dispute Over Opening Hormuz Drives a Wedge Into U.S.-Saudi Relations’ where we are given “Trump threatened kingdom’s supply of drone and missile interceptors when it refused access to bases and airspace for Project Freedom.” That is all I have, but I do not need more. You see, one of the oldest expressions I know if is about mending ones fences and the entire setting that Saudi Arabia gets bullied because of their inability to adhere to (what some call) an illegal war is beyond stupid. You see, Saudi Arabia could ask the Ukraine to deliver 50-150 drones, that request could also be made from China, as such Saudi Arabia has options, but at present the United States is left with less and less options. As Saudi Arabia pulls out whatever they have economically in the United States, amounts up to an estimated $490 billion, with an expanded, long-term commitment expected to scale toward $1 trillion, the united States could now lose that and be left to dry. The bully approach from President Trump is costing the United States more and more. In addition, whatever rare earth mining options Saudi Arabia has could now be awarded to Australia and the EU, costing the United States billions more. So what does a person this stupid do in the Administration of the United States? I am willing to believe that his advisers put this forward, but I reckon that this might be a lose cannon setting, as I personally see it, a stage for the current President. In addition to all this, Saudi Arabia now has an option to demand the extraction of United States troops and Saudi Arabia asking China if they are willing to replace the United States as a preferred option. This enables Iran to vacate Saudi Arabia as a target, because they are unwilling to hurt China, it would be the last mistake they ever made. 

So whilst we mull over the setting that Saudi Arabia is facing with China as the up and coming preferred partner for defence, mining, construction and tourism, the chances of the United States making it with an intact budget to 2028 is getting rather small. And should President Trump now threaten Disney, Warner Brothers and Universal for whatever tourism gap comes, I have a few ideas that could spell a lot of bad news. In addition I am certain that China has its own version of entertainment in the works. Everyone is forgetting that Saudi Arabia has something that the United States desperately wants. So as we were given: 

“The US government is aggressively pressuring oil and gas companies to lower prices. President Donald Trump and US Treasury Secretary Scott Bessent have berated retailers and the Department of Justice is actively investigating accusations of price gouging. They are demanding retailers drop pump prices to target $2.50 a gallon”

And whilst it came with:

“Direct warnings by Treasury Secretary Scott Bessent issued a veiled warning to big oil, independent, and international retailers to be “good actors” or face “big problems” as the administration watches their record profits”, “Department of Justice investigations into claims that oil companies are failing to lower gasoline prices in line with crude drops” and “Market friction towards demands for cheaper gasoline heavily conflicts with their “drill, baby, drill” campaign promises, because prolonged low prices will disincentivize American drillers from expanding production” 

As such I will take this rare setting where I (with a lack of economic education) teach that administration a few things: 

“Commodities are dependent on what is available and what is needed. As such the strait of Hormuz is a setting for over 20% of what is needed and as such prices are going through the roof. Closing it, or better stating, your enemy closing it was perhaps one of the worst ideas for the United States ever.” 

Starting that attack on Iran was badly considered. I gave Saudi Arabia and the UAE defensive settings in March and I also gave a few tactical settings that could have hobbled Iranian tactics and in light of that their refineries are still pumping oil. Before I was, the art of war was and they told generals (2500 years ago) how you scuttle an enemy resources. This pentagon clearly never learned from that. This pentagon also never learned from the French resistance (aka clambake 1939-1944) and that also gave me some ideas in March. As such I became the March Hare (I just saw Tim Burtons Alice in Wonderland) everyone seemingly ignored. What matters is that Saudi Arabia has a few more options at their disposal, it does not require the United States as much as the United States requires the coffers of Saudi Arabia. And Saudi Arabia can sell to China and the EU, so it has options. I reckon that should Saudi Arabia play less nice, Iran will run for the hills. And as I personally see it, Saudi Arabia has the intent and motivation to make sure that Iran sees the light for their stupidity. 

And the was merely the first part. You see, Saudi Arabia is deep into construction for what they need for Vision 2030 and they cannot do it alone, so these contracts are now considering the EU and China as contributors. So what is this bully tactic costing the United States? I warned them for this in ‘When it rains, it pours’ on December 2nd 2024 (at https://lawlordtobe.com/2024/12/02/when-it-rains-it-pours-2/), I feel decently certain that there is some MoU between China and the Kingdom of Saudi Arabia floating around in the Ministry of Defense (the one on the King Abdul Aziz Road) as such the entire bully setting against Saudi Arabia was short sighted and ill conceived. As the image (implying) that this threat was directed at Crown Prince Mohammed bin Salman Al Saud might not have been a stellar idea, but I reckon that President Trump is likely a ‘thanks you’ notice from the President of the People’s Republic of China Xi Jinping. Personally I am hoping that I still get the 0.25% commission for enhancing the chances of China selling the 20 Chengdu J-20, which comes at a total of $2,200,000,000 ($110M each), which leaves me with a shabby $5.5 million making me happy beyond believe. So I have an illusional vested interest in all this, and who doesn’t want to retire with $5,500,000?
So the United States can cry me a river, but they elected the current president, as such they dug their own grave as I see it. So you all have a great day and consider what you will lose out on in the long run. I am likely not getting that commission, but that is the cross I have to bare, or is that bear? Gee, I made another funny, must be the Tim Burton effect of Alice in Wonderland.

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June 30, 2026 · 10:28

Ehhh Eye Vee Vee

Yup that is the setting I found myself in, but I need to explain it via a small detour. This is not about that bubble, it is about something that will instigate that bubble and the businesses ad corporations that are in the setting that they are pushed into. As I see it, it benefits me, but about that later. So I saw a few articles pass by, the first one being (at https://www.abc.net.au/news/2026-06-30/ai-boom-big-tech-investment-drain-market-volatility/106857426) where we see ‘Are the wheels falling off the AI investment boom?’, the article is average, but there was one part that stopped me in my tracks. It started with “Huge amounts of investment, trillions of dollars, have been thrown at AI, initially into model development, then semiconductor and cloud computing and now into hard asset build-outs with data centres. They, in turn, require vast amounts of energy and water. And that’s where the newest set of problems begin.

While the race to develop the technology has been a sprint, little thought has been given to the problems and constraints associated with the rollout. Now, suddenly, the brakes are being applied.” With gives us the added “The tech giants funded the early stages of AI development with the vast amounts of cash they were throwing off their existing operations. The more they spent, the more investors loved them. But their vast capital requirements combined with rapidly rising costs have forced them to tap credit markets. Instead of spare cash, they’re now raising debt, which ramps up the risks dramatically. And it’s only likely to increase. Research firm Gartner estimates global AI spending will hit $US2.6 trillion this calendar year, while Goldman Sachs estimates a further $US7.3 trillion will be spent by the end of the decade, much of it on data centres. And that’s the problem, according to Swissquote’s Ipek Ozkardeskaya. “These huge investments are also draining big tech’s free cashflow, obliging companies to take on more debt and putting their valuations under pressure,” she says.” The one takeaway is “more debt and putting their valuations under pressure” so why the rest? Well it is a decent setting of the why things are given to us and that is not merely the stat, the start is in the second article that is related on very different grounds. You see, (at https://www.clinicaltrialvanguard.com/opinion/benchmark-scores-dont-break-clinical-reality-does-the-health-ai-readiness-illusion/) we are given ‘Benchmark Scores Don’t Break. Clinical Reality Does. The Health AI Readiness Illusion.’ They give us the missing part. It is seen in “The January 2024 draft guidance created accountability structures around change management and post-market surveillance. It did not create a standard for pre-deployment adversarial evaluation. The Nature Medicine paper, read alongside the Cisco adversarial benchmark data, is essentially the field publishing a gap analysis that the FDA has not yet written.” So we get the first stage is “more debt and putting their valuations under pressure” and now we add “a gap analysis that the FDA has not yet written”, so before you dismiss this, consider what I have written why I consider all AI Fake AI. The parts that we are seeing is “What has not been written (consider: seen) yet”. You see, I have been involved with technical support and customer care for over a decade, and at the centre of the failures we are about to see is the lack of Validation and Verification. So whist these young upstarts are saying “We’ll correct that on the flip side”, consider how many failures will make you dump the product you have for all time and seek an alternative? These three parts is what makes a product lose nearly all credibility. For me it spells great news. It might not be today (which would be great) but in the very near future, these people who dumped staff will realise that the knowledge of their corporations went out the window, so they will need to train a whole new generation and in technical support you are lucky to get one in three (some say one in five) that embrace the support side of things and now see where the “more debt” parts will make this change expensive beyond believe (for them) and whilst they are looking for a neat gap to hide in, these young upstarts (to give it a name) will figure out that they weren’t told the whole picture and that is where validation and verification will bite all those who ignored it. 

I think that House MD (Hugh Laurie) got close with “Everybody lies”, it isn’t completely correct in this case, it is “Everybody merely thinks in his own lane and disregards whatever is beside them” and that is where debts and their valuation will strangle them like a chain lacking length around their necks wielding a 45000 lbs anchor, Have you tried swimming with that? Believe me, it isn’t a pretty sight for the swimmer (for as long as that person can hold its breath). That part should be clear at this point. So consider all these corporations cutting staff to the bare minimum and continuing on this disastrous setting. This is why I foresaw Microsoft (having a massive amount of products) getting into a larger stage. They are cutting in their Gaming division and in April we were given “Microsoft will offer voluntary retirement to about 7% of workers. The company is also closing about 6,000 open roles” it isn’t that they are ‘humane’ by sending these 6,000 people (or a large chunk of this)  into voluntary retirement, it is that their knowledge was send home and their fake AI is dealing with validation and verification to a larger extend, now consider the copilot issues they have and someone stating that AI was doing their work for 30% (it was Satya Nadella) now consider that over the last few weeks we had all these issue brought to light. So how much credibility is that 30%? It is not 0%, because some parts can be decently done with Deeper Machine Learning (and optional Large Language Models) but when 10% is thrown out of the window and you are bleeding knowledge and your systems are buckling (for lack of a better term) what will be left of your $2,740,000,000,000 capitalization? I reckon that some adjustment is coming quite soon to Microsoft and they are not alone. All who steered this dangerous path will see this coming their way (whether you use copilot or not), so do not think you are safe with Anthropic, ChatGPT or Gemini. The centre piece in all this is Validation and Verification and too many used Reddit to get their numbers up (who checks less than 3% of all data), which implies that 97% is dangerously lacking creditation (is that even a word?). And I saw this coming a mile away. It was easier for me as I speak a multitude of languages and I got my job in 1992 over a misunderstanding. It was for SPSS (Statistical Package for the Social Sciences) they asked me what a Standard Deviation was and I (with some pride) states “It is the difference between true nor and magnetic North altering a few degrees eastward on an annual bases” It is, but that was not what the interviewer meant. Still I got points for original thinking. That is one of the validations missing in everything. Terms are all accepted globally whilst there is a localised exception, that is with the best of validations in place and it goes down from that. I gave an example That Eric Winter (the actor is a god) (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) on July 5th 2023. So how many played a role before they were born? Or when they were still a toddler? That is the verification setting we see slamming the hammer and miss the bell completely and that is Google who messed up. So when they do, what chances to non-data savvy companies have?

And that was all in English, so consider the issues that you have when languages are introduced. I (with giggles) point to a Knolleland (dutch: field of beats) towards the Swedish version where it can be seen as a fuck field (the 18+ version) and that are merely 2 versions. So in all this verification leading to validation is out the window. As I see it, for me with all these years in technical support and customer care will get a few offers in the near future (I can hope can’t I?)

As such I have made my case once again that at present all AI is fake AI and that is before you consider the issues that I illustration (the last time, at https://lawlordtobe.com/2026/06/01/the-new-short-is-coming/) in ‘The new short is coming’, so you wanna hedge your best on me being wrong on that bubble? It would be your money, so I don’t care hat you do, but I am keeping my retirement funds far away from that mess. So you all have a great day. I wish I was in Toronto, its dinner time there and with that the idea of a yummy pizza at Eataly is invading my mind now.

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June 26, 2026 · 07:07

On the lighter side

We all have that at times, the setting of a lighter side. You know the average romcom with sex, a little violence, the setting of blackmail and of course, some piece of software. The average day in the life of an fake AI. So I was ‘rudely’ awakened by news (at https://www.bbc.com/news/articles/cwyklykn5dwo) where we see ‘Anthropic accuses Chinese rival Alibaba of illicitly extracting AI capabilities’. So it made me laugh, b because this comes at the near start of a bubble heading straight for the HQ of Anthropic. Now let me show you what I was having in mind with all this and best I use graphics for that setting.

So we see the application on the left, the data on the right and in the middle we get the setting of that fake AI, you see it has DML and LLM, which I represented as a separate stage, but it could be one big thing, the coding is in the middle and there is interaction between the three like any application would have. So the middle part could be part of the application (it likely is), but for the clarity I wanted to show it like this. Because the picture fits better for the explanation. So the question becomes (the sound of dramatic horns in my mind)

“US artificial intelligence (AI) giant Anthropic has accused Chinese e-commerce and technology firm Alibaba of “brazenly” and “illicitly” extracting its Claude AI model’s capabilities.” How is this possible? I am not saying that it cannot be true, because that requires evidence, but if we see these parts, how blazingly stupid is anthropic to let someone else have a go at this. Beside this, what EXACTLY is “extracting its Claude AI model’s capabilities”? You see, when you see the image, the capabilities are shown in the application and cannot proceed without data (or less likely so), so as we are in the bubble setting this so called move sounds like a joke and with the added “In a letter sent to two members of the US Congress, the San Francisco-based company said operators linked to Alibaba carried out almost 29 million exchanges with Claude using thousands of fraudulent accounts in what it called the largest extraction campaign of its kind.” It seems like there is a massive security lack in all this (that is, if there is a transgression stage). But the setting that we see with “operators linked to Alibaba carried out almost 29 million exchanges” so as I see it, in 2014 we had the Cambridge Analytica scandal, where Facebook got ‘relieved’ of a whole lot of data. Doesn’t anyone learn from that experience, as such we get a repetition of all this? But I hope the story is clear. How was this even possible? As I see it “According to Anthropic, the campaign was carried out through what are known as “distillation attacks”, which extracted answers from a stronger AI model to train a weaker one.” This is a debatable setting (not stating it cannot happen), but the image I ‘created’ shows that a distillation attack requires a lot of information that requires insider knowledge to be successful. 

As such, I am not saying that Alibaba and the 40 fighters for the Palestinian cause is innocent, but I have doubts on the entire setting. I personally see this as a Dutch SNS setting. Where the massive mortgage (the invested dollars in Anthropic) are written of by putting it into a bad bank and letting that bad bank collapse. As such you need to be aware that I could be wrong, it is based on expected behavior and speculative settings, so do not take my word on it, but consider that at present the BBC is spinning you a yarn by presenting the data from others. Just so you know.

So, this is how I got my 05:00 wake up call, thank you BBC. Now it is time to get some coffee and optionally have breakfast afterwards.

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June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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