Category Archives: Finance

Delusional fictive imagination

Yup, I am going there. It is all me, or as the story goes MPI (Me Personification Individual) giving myself a fictive consideration is the next best thing. You see, as the setting of America goes on and on towards a drain that ens up in the sewer, I decided to let my conspiracy self roam free. In this setting I am due a nice retirement sum and as a bonus I get to see the people who merely promised me bad to become the corporate bitches which I always thought they would end up being. As such there is no reality in this story, it is merely the work of a B-level movie (unlike the awesome script I finished and the three that follow it, more delusion on your plate).

Anyway the story starts with me having a coffee at the Soul Origin in Burwood. I was just about to take another sip when I a man introduces to me as Dr. Mulla, Consul General for the United Arab Emirates. I was not aware that the UAE had a consulate in Sydney, but there you have it and he starts of with giving me a business card stating he is indeed the Consul General, but the address gives me Melbourne. I gave the man a courteous nod and say to him a “Allahu Akbar” and point at the chair on the other side of the small round table. He states something softly (I am in a mall, so I didn’t hear that latter part) and he makes his case. He asks if I am the person that worked in a statistics company during the 90’s and two thousands and I nod in agreement, I was indeed. As such he offered me a short term job which will give me 250 bitcoin, post taxation and my curiosity was piqued. It is a lot of money for any person to be given of nearly any kind in the west, perhaps an exception could be made for all who have over 50 million dollars and I am not one of these people, so I agree to do that. I did mention that my passport had expired. He mentioned that it would not be a problem. The need for ADNOC is high and I am one of the first they approached and if I am willing we would leave today. The job will be to inspect syntax and statistical files, aiding the people there in cleaning them up and making sense of them. Well, I have been paid a mere 1% in the past for doing a lot more, so I am massively agreeable in this. A chauffeur will collect me in 90 minutes if that was agreeable, it was. So I head home to get my stuff ready, including my extremely expired passport.

It was brought 87.254 minutes later when a black Mercedes is in front of my apartment and the chauffeur identifies himself with what I reckon is some embassy card and drives me to the jet airport. He drops me off where a female executive introduces herself as Aisha, personal secretary to the Emirati Consul. She also hands me a card. She stated that it held $2,000 for anything I might need at this time. The consul will be at the place in 45 minutes. She would escort me wherever I needed to go. I decided that the only thing worthy of my needs at this time was a DJI Osmo pocket 3 and a memory stick. If I am going to a place I never seen before, I might as well record it for prosperity. I was given a great deal for the DJI with ‘creator accessories’ and a 128GB card for $749. I am happy as nothing I have been for the better part of a decade. I ask if there is a lounge where I can have a coffee and a sandwich (my blood when there is too little caffeine in it tends to get jumpy). She takes me to the Qantas First class lounge. She waves her consular credentials and we are in. Two minutes later with a large coffee in a takeaway cup and two chicken wraps I am seated in a small glass room with Aisha and we both sit in amazing comfortable lounge seats while I sip a coffee. I take a moment to eat the first wrap and it was amazing. I look at Aisha and she tells me that the consul is around 30 minutes out. We will depart in about 15 minutes so that we are there at the same time. I nod in acceptance. I playfully look at my mobile B250 comes down to almost 41 million dollars. So where do I sign for my soul? This is more money that all my ancestors combined earned in a lifetime. As such I wonder what the snag is, but if there is one, this setting alone is making me beyond happy. I never imagined that I would even own a DJI and now I am almost playing with one. So, whatever bad news comes next. I am less concerned with the badf news that I am with this feeling of amazement. 

It is about 17 minutes later when Aisha nods that we had to go. I end up leaving half a wrap, but the coffee was good, as was the wrap. I just didn’t feel like having to rush to the toilet until we are well underway. It takes 5 minutes to get to the plane. We were met with a Qantas golf cart to take us where we had to go and as the cart sped up and down ramps we get to the plane in record time. I never knew that these carts could go that fast. We stop right next to the boarding steps of a Learjet 85. It was an amazing looking jet, the inside was beyond what I had ever seen (I don’t fly too much) and as I was beckoned to my seat(s) I chose to hav e the seat facing the cockpit. I was never one for traveling backwards, not in a train and not taking my chances now.

A minute later Dr. Mulla joined us and its across from his secretary and speaks to me. We have an 11 hour flight ahead of us. Is it OK if I complete a few tasks? I nod in agreement. A little eager to see this plane in action and taking a selfie on my Google Pixel 9. There is not one picture in existence showing me in a Learjet, so that fable has now been put to rest. As the plane takes off, the pressure of me being pushed in my seat is close to heavenly.

As I look outside of the window, seeing Sydney fade into a small nothing and the plane turning left. I am offered Champagne, but I preferred a coffee with cream a sugar. We all have our little needs. I sip the coffee in a porcelain cup, not the plastic cups we are normally given on flights and I feel a little special. The coffee comes after I am given a hot towel which felt good, I feel a little cleaner. And before I know it almost an hour has passed. The consul addresses me. ADNOC has a challenge. It actually has two challenges. The job would take a maximum of a week. Do you have a preference of Hotel? I immediately consider the Warner Bothers hotel on Yas Island. I saw a YouTube video and it looked like a heavenly place (with food, coffee and all). And he nods at Aisha who starts typing on her laptop in a composed manner (and a lot faster than I can type). “So let me explain to some extent, they have two challenges. The first is a Dutch translator, they just lost their translator in an accident and the new one will not come until later next month. They will need to be able to look at some Dutch documents in the meantime. The second setting is a program called IBM Statistics. They have been trying to replace the team they had. The person in charge invited less than qualified people in the past and as he has now left, the entire department is a little up in the air. Can you cell data files?” I nodded in agreement. “Yes I can, I am not a statistician, but I can clean files, read and write syntax files and help creating and validating omni-books. I can also teach your teams to be more privy to IBM statistics files and help them into increasing their knowledge of IBM Statistics.” The consul had an immediate more brightened look and he stated “Splendid” with a big smile. 

I considered asking a few questions regarding this, but I thought that he might not have the answers. Whatever answers there were, I would get them in Abu Dhabi. And after a nice meal which included a large cheese pizza (with added oregano) I partially dozed off. I felt a nod on my right shoulder. I looked confused. Did I sleep through part of the flight? I looked around and I was told that we would arrive in about 50 minutes. I was offered coffee which felt good to accept and I waled to the bag where the bathrooms were. And would you believe it, these bathrooms had showers and all. I didn’t take the shower as I thought that a long hot shower would make my day complete in the Warner Brothers hotel. We arrived at Zayed International Airport a little over 55 minutes later and as I got off the place, the hot air caressed my face. It was 33 degrees, a blissful heat with a minor breeze. Outside the plane was a car waiting, it was a black Bentley New Flying Spur. It was more than comfortable, it was amazing and I apart from a London taxi, I had never sat in a Bentley. I took a quick selfie as I walked towards the car. They would never believe me, not my friends, not anyone I reckon. And I would not even believe myself, the selfie was to remind myself I wasn’t making this up (as this is a story, I am, but that is for another time).

We got to the hotel in what I believe to be in under 30 minutes. It was merely me and Aisha, the consul had taken his leave at the plane. Aisha would take care of the rest. And as it was already 19:00, I was given the key to my room with complete all expenses paid access to the minibar and kitchens. I wasn’t hungry, a pizza and 1,5 wraps does that to me, the hotel room had a Nespresso machine and the mini bar had fruit juices. So I was happy. I was told that a car would come for me  at 9:00 next morning. I rejoiced at the overlook bar at the top floor, where there was an amazing collection of drinks and I enjoyed my iced Canadian (I refuse to call it an Americano), 51st state? Screw that.

I had a lovely breakfast with two waffles, hot cherry sauce and whipped cream. Another delusional thought I had on Ghent and an abbey in 1102 (a much larger story for another time). I had this as a breakfast and whilst I was contemplating to eat more, I thought it might not be the best introduction to my temporary new employer. I was sitting in the ground floor lobby where I was sipping a nice large coffee (we all have weaknesses) and a man approached me and help up a sign with my name, I nodded and he indicated that I move to the side entree with a “this way please”, his voice could not be seen as anything but warm polite and courteous. I moved to the side where a nice black Mercedes was waiting for me. He opened the rear passenger door and pointed to the water in the back. I nodded and thanked him. It was half an hour later when we arrived by a skyscraper on Corniche road. A man was waiting for me and as we shook hands be gestured the direction is was requested to walk. Th skyscraper stood alone, so that wasn’t a leap of faith to make. I was shown the way to the 76th floor. I had only been this high once. It was in the Sears Tower in Chicago which was (I think) the 98th floor. As we went into a room there were three man all standing up and bowing to me, I bowed back and stated “Alahu Akbar”, I was greeted back and now I got what I was offered in return in Sydney. 

I sat down and I was given the highlights of the deal, the translator setting was merely a side setting that might be required. They had the Dikke van Dale Dutch books, which is pretty much the Rolls Royce of Dutch dictionaries, or as I preferred to call them, the Fat Valley dictionaries, which was a loosely translated name. It was the IBM statistics they needed. And I would be shown a desk and the files would be shown to me. They were happy that I would be able to train the staff there was. As was given, the head honcho (El Jefe) in Arabic terms had kept all the work to himself, only letting the others do some of the ground work and as those people were elevated to much better positions, they went along with the setting. At my desk I saw that there were inconsistencies, not bad ones, no errors, but the syntaxes was written by someone not used to daily data process points. There was an EXECUTE after nearly every command, there was a setting that there were several aggregates when one could do and there was a setting where were at least 8 ADD FILES commands when 2 could have sufficed. This was a data noob, a person thinking he knew something, all whilst he was setting the stage to be ‘the specialist that is the coming of the whatever person he thought he was’ I went a little wild on the syntax. And at first I tested every part separate which took almost 3600 seconds. Then I ran it all and a mere 2500 seconds remained. This was as expected. I took the file renamed it with _EDIT at the end and re-ran the whole file, it came down to 1216 seconds. I reran the file and reduced the time by over 60% less time was required. 

It was time to set the larger setting of damaged files and what was done was that the output file was given the EXACT same name as the data file. So he had the results, but the data would have to be reread from scratch. The messiest way to set the premise for people to not get ahead without him. And that was the setting I discovered in half a day. 

Well, I want to go on and introduce a conspiracy setting where Brent Oil was slicing the dice of ADNOC (and in my delusion ARAMCO as well), but it is time to take a breather and enjoy the delusion of being $41,000,000 richer, or perhaps AU$20,000,000 and AED48,500,000 richer. You can’t enjoy money when you have no dreams for them and having a property on Sama Yas enjoying 4 (soon 5) theme parks in an age of retirement is a pretty good way to delusional dream.

And consider a theme park, absent of stupid people (people living between Canada and Mexico), isn’t that a dream worth pursuing? Consider that soon (2027) Disney will be here too and all on the island where you retire. Oh, and they have a Carrefour Hypermarket (UAE Supermarket, based on a French supermarket) and I reckon a few other places. I call that a win in every scenario imaginable. So have a great day. My Sunday today is delusional day and I have earned the sweet scent of delusion. And think of it, the setting might be delusional. But would you think that this stage is outside of American ‘tactics’? The entire American Administration is running itself into the ground (slowly but surely).  So have a great day and enjoy the spiciness of whatever you face today.

Leave a comment

Filed under Finance, Stories

Selfish grounds

That is what we all face in one way or another. At times we think in many ways, as do I. Yet there is a time when our thoughts might have been selfless, even altruistic and whatever we might call it (including me) there is no denying that we have moments when we think on slightly less selfless grounds. I am no different there. So as we consider the grounds, Arab News (at https://arab.news/bg8am) gives us ‘How Saudis spiritually connect with Hajj remotely’ and that is seemingly great news for me. You see, even as my mind gave me the consideration, even the decent satisfaction that my console will now surpass the 50 million users in that setting. You see, there was no doubt that I could get these numbers, and in the setting past phase one I merely set the numbers up to 150 million users. I am not sure how long that would take, but the time used to get there just diminished from years to months. You see, the Arab News gives us “Livestreamed pilgrimage allows worshippers to embrace spirituality from afar” I did not know this. As a non-Muslim I never considered Macca to be an optional part of the solution. I never wanted to tread on some religious footprint treading on religious thoughts and convictions damaging my idea(s).

As this article gives me “Whether they are not yet eligible, unable to travel, or simply waiting for their turn, these individuals have found meaningful ways to experience the journey spiritually — through screens, rituals, reflections and community.” The ideas started to swoop my brain. In the first setting the first trading partner Kingdom Holdings comes back into view. You see, they might be set to roughly a billion dollars, but with this, the will start with an additional 6 billion a year and beyond that a multiplex of that would become theirs to get. With this article the senseless multiple amounts of that revenue could become theirs. The minimal setting that I would need to be able to convince Talal Ibrahim Al-Maiman that this path could connect muslims on a new level. My initial idea as to sink the abuse from advertisers and give gamers a new setting to enjoy games without the advertisement abuse (as I personally see it) and when the muslim community embraces this setting the system can grow, not merely to sink whatever Microsoft throws into the mix, but it will surpass Sony and Nintendo numbers to a new height. Don’t get me wrong I have nothing against these two. I enjoy the games thy both give, but technology could surpass what we have now, at a cost to the advertisers, but I never gave them any consideration in this setting.

So as we are given “This evolving form of spiritual connection highlights a growing culture of intentional observance from afar, especially among young Saudis who see Hajj not as a spectator event, but as a season for personal transformation, wherever they are. For 25-year-old Shatha Al-Jadaan, who has already completed Hajj, the way she engages with the pilgrimage now is more intimate than ever, even when she is not physically there.” I just realised that this would set the markers to an nearly easy 300 million units. You see, as I set the religion marker to the grand mosque in Riyadh and the Mosque in Medina where the prophet himself taught over 900 million muslim that would never be able to afford the Hajj would get to see something that they could never afford. As I see it 1.9 billion Muslims cannot give them all access to the Hajj. At 2 million a year, their lives would give up to 1.2 billion Muslims a chance to experience one Hajj in their lifetime. As such at least 700 million miss out on the experience. Most of them can never afford the trip, but there is a larger setting now. Now even as the ideas come to mind. I had considered the The Grand Mosque of Egypt as the third place. It’s remarkable achievement would be seen but millions who could never afford the trip and now see the result of such ingenuity. Yet this story gives me the setting that including Mecca could be the option that opens a lot more (I still feel strongly that the The Grand Mosque of Egypt should optionally be the fourth site, there is a larger setting. You see, I need this to be safe and out of the hands of Microsoft. They lost the plot and if the ‘arrogance’ of builder.ai isn’t enough. Consider that “the company relied on 700 Indian engineers to manually code applications. This was part of a larger scheme to mislead investors and customers” and this happened under the nose of Microsoft who backed that solution, so what else did they claim they weren’t seeing? That and a few others (like missing over half a dozen solutions) is enough to bar them from access to this solution,. Greed isn in their core and they will destroy whatever they need to make their quota. I want them nowhere near this solution. They are that desperate to seem like the false prophet out to get some coin, to please their board of directors. I feel that the Kingdom Holding Company is the only safe way to expedite my solution and stop them from grabbing their ankles and handing whatever solution there is to advertisers as they see that as the one solution. It is too late for that. 

So I am hoping that Talal Ibrahim Al-Maiman and optionally Prince Al-Waleed bin Talal will see the strength of my solution. 

So perhaps there are some selfish grounds for me in this, but the largest satisfaction is that I see Microsoft crumble under their own arrogance, so righteous that their way is the only way why adhering to the greed of their stakeholders and boards of directors. They did it with Xbox and look where they got there. Nintendo blew right passed them. So as they give us spin on how good they are doing, Sony gave the players what they needed and as some numbers give us “Sony has now sold over 46.6 million PS5 consoles while Microsoft sold over 21 million Xbox series (S and X together) Archived post.” As such Sony wins over 3:1 and why is Microsoft hiding the numbers? Because it doesn’t matter? Give me a break and that is merely the gaming setting of Microsoft. It means that their revenue is based on mobile gaming and as such the advertisers and I don’t want them near my IP.

As such I am hoping that the Kingdom Holding Company will take up the baton and give Muslims a new option, free from advertisers (at least in part) to give over a billion Muslims to unite and set a stringer premise for its people. Have a great day.

Leave a comment

Filed under Finance, Gaming, IT, Religion

All dressed up

Yup, that is an old expression, I heard it somewhere in the 80’s and if you know, you know. If not, you might figure it out during this article. The setting has been revised before, but now (at https://www.travelandtourworld.com/news/article/north-carolina-and-oregon-unite-with-florida-new-york-nevada-arizona-california-alaska-as-canadian-travel-to-the-us-plunges-this-april-amid-political-backlash-and-tourism-boycott/) we get a more direct setting. We are told ‘North Carolina and Oregon Unite with Florida, New York, Nevada, Arizona, California, Alaska as Canadian Travel to the US Plunges This April Amid Political Backlash and Tourism Boycott’ it seems trivial and that site is, but it is merely one side of this. We are given “Canadian travel to the United States has plunged this April as North Carolina and Oregon unite with Florida, New York, Nevada, Arizona, California, and Alaska in reporting steep declines in visitor numbers from their northern neighbor—an alarming shift fueled by mounting political backlash, a growing tourism boycott movement, and rising disillusionment among Canadian travelers over the current state of U.S. affairs”, as well as “Canadians are now increasingly choosing alternative destinations, citing concerns over the political climate, cultural discomfort, safety perceptions, and dissatisfaction with immigration experiences.” And this is merely the start. Travel Tour World gives assisting data. We are given “According to official data, land travel from Canada to the U.S. dropped by 35.2% in April 2025 compared to the same time last year, while air travel declined 19.9%, marking one of the most significant cross-border travel retreats in recent memory” And it gets to be worse, for that we look towards the story (at https://www.cubaenmiami.com/en/expertos-temen-por-las-perdidas-economicas-que-pueden-traer-la-reciente-disminucion-del-numero-de-turistas-internacionales-en-estados-unidos/) there we get “According to a report by Oxford Economics, unfavorable perceptions regarding trade and immigration policies are causing international tourists to choose other destinations, which could result in an $8.5 billion drop in foreign visitor spending in the United States this year. The decline in travel, which represents a roughly 5% drop compared to the previous year, is due to a decrease in foot traffic. According to Aran Ryan, head of industry research at Tourism Economics, an affiliate of Oxford Economics, international visits to the United States are expected to decline by nearly 9% this year, according to a report released last week.” This is not all, in addition we see “The United States could experience a loss of $21 billion in tourism-related revenue this year if current trends continue, according to estimates by the U.S. Travel Association. According to the trade group, every 1% reduction in international tourist spending represents an annual loss of $1.8 billion for the U.S. economy. Furthermore, experts indicated that a strong U.S. dollar could be driving away international visitors.” Even though only Canada is ‘sifted’ out, the European losses could be close to equally large. I saw this yesterday in a YouTube video on the Epic Universe. The literal quote was “There is no-one here” and this is in the opening month of one of the most desirable theme parks I have ever seen. The damage could be a little bigger than the news we are getting. I saw two restaurants where little to no people are seen and in one case they were the only customer. This is a sight I have never have seen before in any theme parks and this one looks a lot better then most I ever saw with my own eyes. I don’t wish this on anyone and where are the people going? Well, my bet is that Abu Dhabi in the UAE on Yas Island will be raking in the cash. The people decided on another place and as Canada, Europe, Australia and New Zealand decide to seek greener grounds the sands of the United Arab Emirates might be the greenest grass of all. Even as we get one source giving us that “Walt Disney secures future of Euro Disney with €1bn refinancing”, I am drawn to the setting that this is not the destination of many who abandoned the idea of getting theme park rushes in America. I guessed that these people might be going towards Tokyo and its Universal, but the drop of 4% gives me pause to dig deeper there and I am considering that most went to the UAE and the numbers from Gulf Business (kinda) prove me correctly with “International visits to the theme parks also saw significant growth, with a 40 per cent, rise, led by a substantial increase from key markets, including India, China, the UK and Russia” and there I wonder if they investigated the stream of Canadian and European visitors. Yet 40% increase is not nothing, it is huge, especially as America is looking to a drop of well over $21,000,000,000 in business and that is not including all the bed and breakfast and fast food locations that usually see a much larger interest during these days. The tariff and 51st state mentions will be taking its toll on America a lot sooner than they think. I reckon that European (Australians too) will decide that Canada is a much better place to be than America, as such this coming winter Aspen will dealing with a zero minutes queue time at the slopes. This means that America is looking towards a two dreadful seasons, summer and winter. We can speculate how large this becomes, but there is no real data on this and the bulk of the people will not see these results until springtime 2026. Anything earlier is loaded with inaccuracies as the data they have been training on was never captured to the degree it needed and some form of forecasting analysis (the process of using historical data, trends, and statistical methods to predict future outcomes) as it is based on achieved data and this has never happened before in America going back to the before the 80’s, as such there is no forecasting settings and it needs to be done on actual data captured now, and these results are not looking good. Even if it is a ‘mere’ 21 billion, over 8-9 states the impact is nothing short of disastrous and America was never in that great a shape anyway. This is propagated by the real time risk of two nations dumping their bonds before they have the value of toilet paper (yes, China and Japan) and even whilst Japan has the largest amount and they are hanging on, they do know that if China is pushed to dumping their bonds, Japan will be racing to get there as son as possible, merely to safe some of their value. Considering the escalations that the BBC reported on a mere 10 hours ago, there is a chance (a small one) that China will respond by dumping the US Treasury bonds they have and that is pretty much a sequential set in ending the American economy. This America Administration will not be able to recover from that and whilst the Chinese portfolio is set to US$765.4 billion, which is 20 billion than a month ago. They might be gambling that Japan tries to drop their $1.13 trillion ($1,300,000,000,000) bond, especially as their own debt is now a debt-to-GDP at 260% and the Bank of Japan already owning more than half of outstanding Japanese government bonds, as it seems (according to people with the economic knowledge and foresight) that Japan is boxed in. Should China dump their bonds they could gain America and Japan at the same time. A sight never seen before in our history. So what does this have to do with tourism? Everything. You see if America cannot pay its debts, America becomes the third world country no one wants to visit and that makes it a nasty place within months. America has around 22 million millionaires. I recon that at least 15 million will get out in time, the rest is not ‘rich’ enough and those with a jet (around 15,000 of them) will go to any country that will take them and they will move fast. The rest? That is anyones guess. It reminds me of that B-movie where the wealthy and refuge in a theme park as it is the only one with enough food and security to make it last. But that is an overly dark (and unrealistic) setting. What is a given that these people will seek a safer haven, because America won’t be one for decades to come. 

Still, the first setting is tourism and that setting is under increasing pressures. And as I personally see it, it wasn’t President Trump who set this of, it was the short sighted views (my personal take on this) of Governor Ronald Dion DeSantis who chased away $1,000,000,000 in investment settings in Florida, that was the start. We saw a whole lot of anti woke and anti LGTBQ settings making Europeans (and likely Canadians) weary of safety issues in Florida, which would have impacted both Disney, Universal and Warner Brothers. That was as I saw it the start and the tariffs merely escalated that setting. The damage would have been horrific if Warner Brothers Abu Dhabi had started their Harry Potter park expansion a year earlier, yet as it stands it is now kinda set for a late 2026 opening. And as Disney is coming there too the bad news for Florida keeps on adding to the larger picture. That and as the UAE is one of the safest places in the world, the appeal of the UAE is easily spotted. That is besides the fact that Abu Dhabi has 4 theme parts and one of the largest luxurious malls in the world (right behind the Dubai Mall). The additional setting that you can travel from Abu Dhabi to Dubai in a mere 30 minutes by train, the appeal is close to complete. The zero tax setting that the UAE offers is a mere cherry on their yummy pie.

That is what American tourism was facing all along and now with the tariff wars the escalations are debilitating whatever was left of American tourism future, because if you are willing to fly to Florida, the idea that flying to the UAE for close to the same amount would be a desiring call for any tourist that wants something new.  So if you want to dress up, you might as well try an Emirati Kandura, looking good and looking different, having that real vacation feeling that you might never have had before.

Have a great day and consider where you might want to go and where you could go, especially for those who are sick of Americans referring to Canada as the 51st state and the Europeans who are not too happy on America annexing 2.166 million km².

2 Comments

Filed under Finance, Politics, Tourism

The size of that

Something no woman has ever sad to me, but that is for another day. You see, the story (at https://www.datacenterdynamics.com/en/news/saudi-arabias-ai-co-humain-looking-for-us-data-center-equity-partner-targets-66gw-by-2034-with-subsidized-electricity/) In this DCD ( Data Center Dynamics) gives us ‘Saudi Arabia’s AI co. Humain looking for US data center equity partner, targets 6.6GW by 2034 with subsidized electricity’ and they throw numbers at us. First there is the money “Plans $10bn venture fund to invest in AI companies”, which seems fair enough. But after that we get “The company said that it would buy 18,000 Nvidia GB300 chips with “several hundred thousand” more on the way, that it was partnering with AWS for a $5bn ‘AI Zone,’ signed a deal with AMD for 500MW of compute, and deployed Groq chips for inference.” I reckon that will split and split again, the shares of Nvidia. Then we get the $5 billion AI zone and then the AMD deal for 500MW of compute and deployed Groq chips for a conclusion reached on the basis of evidence and reasoning. Yes, that is quite the mouthful. After that we get a pause for the “How much of Humain’s data center focus will be on Saudi-based facilities is unclear – its AMD deal mentions sites in the US.” As such, we need to see what this is all about and I am hesitant to mention conclusions for a field that I am not aware of. Yet, the nagging feeling is in the back of my mind and it is jostling in an annoying way. You see, lets employ somewhat incorrect math (I know it is not a correct way). Consider 18,000 computers draining the energy net of 500 watt per system per second. That amounts to 9,000 GW energy (speculatively), and that is just the starting 18,000. As such the setting will be several times the amount needed for fueling these AI centers. Now, I know my calculations are widely of and we are given “At first, it plans to build a 50MW data center with 18,000 Nvidia GPUs for next year, increasing to 500MW in phases. It also has 2.3 square miles of land in the Eastern Province, which could host ten 200MW data centers.” I am not attacking this, but when we take into consideration that amount of energy requirements for processors, storage, cooling and maintaining the workflow my head comes up short (it usually does) and the immediate thought is where is this power coming from? As I see it, you will need a decently build Nuclear reactor and that reactor needs to be started in about 8 hours for that timeline to be met. Feel free to doubt me, I already am. Yet the needed energy to fuel a 66GW Data centre of any kind needs massive power support. And the need for Huawei to spice up the data cables somewhat. As I roughly see it, a center like that needs to plough through all the spam internet it gets on a near 10 seconds setting. That is all the spam it can muster in a year per minute (totally inaccurate, but you get the point). The setting that the world isn’t ready for this and it is given to us all in a mere paragraph. 

Now, I do not doubt the intent of the setting and the Kingdom of Saudi Arabia is really sincere to get to the ‘AI field’ as it is set, but at present the western setting is like what builder thought it would be and overreached (as I see it) and fraudulently set the stations of what they believed AI was and blew away a billion dollars in no time at all (and dragged Microsoft along with it) as they backed this venture. This gives me donut (which I already had) on the AI field as the AI field is more robust as I saw it (leaning on the learnings of Alan Turing) and it is a lot more robust then DML (Deeper Machine Learning) and LLM (Large Language Models), it really is. And for that I fear for the salespeople who tried to sell this concept, because when they say “Alas, it didn’t work. We tried, but we aren’t ready yet”, will be met with some swift justice in the halls of Saudi Arabia. Heads will roll intuit instance and they had that coming as I foresaw this a while before 2034. (It is 2025 now, and I am already on that page). 

Merely two years ago MIT Management gave us ‘Why neural net pioneer Geoffrey Hinton is sounding the alarm on AI’ and there we get the thing I have warned about for years “In a widely discussed interview with The New York Times, Hinton said generative intelligence could spread misinformation and, eventually, threaten humanity.” I saw this coming a mile away (in 2020, I think) You see, these salespeople are so driven to their revenue slot that they forget about Data verification and data centers require and ACTUAL AI to drag trough the data verifying it all. This isn’t some ‘futuristic’ setting of what might be, it is a certainty that non-verified data breeds inaccuracies and we will get inaccuracy on inaccuracy making things go from bad to worse. So what does that look on a 66GW system? Well, for that we merely need to look back to the 80’s when the term GIGO was invented. It is a mere setting of ‘Garbage In, Garbage Out’ no hidden snags, no hidden loopholes. A simple setting that selling garbage as data leaves is with garbage, nothing more. As such as I saw it, I looked at the article and the throwing of large numbers and people thought “Oh yes, there is a job in there for me too” and I merely thought, what will fuel this? And band that, who can manage the see-through of the data and the verification process, because with those systems in place a simple act of sabotage by adding a random data set to the chain will have irreparable consequences in that data result. 

So, as the DCD set that, they pretty much end the setting with “By 2030, the company hopes to process seven percent of the globe’s training and inference workloads. For the facilities deployed in the kingdom, Riyadh will subsidize electricity prices.” And in this my thoughts are Where is that energy coming from?” A simple setting which comes with (a largely speculative setting) that such a reactor needs to be a Generation IV reactor, which doesn’t exist yet. And in this the World Nuclear Association in 2015 suggested that some might enter commercial operation before 2030 (exact date unknown), yet some years ago we were given that the active member era were “Australia, Canada, China, the European Atomic Energy Community (Euratom), France, Japan, Russia, South Africa, South Korea, Switzerland, the United Kingdom and the United States” there is no mention of the Kingdom of Saudi Arabia and I reckon they would be presenting all kinds of voices against the Kingdom of Saudi Arabia (as well as the UAE) being the first to have one of those. It is my merely speculative nature to voice this. I am not saying that the Economic Simplified Boiling Water Reactor (ESBWR) is a passively safe generation III+ reactor could not do this, but the largest one is being build by Hitachi (a mere 4500MW) and it is not build yet. The NRC granted design approval in September 2014, and it is currently not build yet. That path started in 2011. It is 2025 now, so how long until the KSA gets its reactor? And perhaps that is not needed for my thoughts, but we see a lot of throwing of numbers, yet the DCD kept us completely in the dark on the power requirements. And as I see it the line “Riyadh will subsidize electricity prices” does not hold water as the required energy settings are not given to us (perhaps not so sexy and it does make for a lousy telethon) 

So I am personally left with questions. How about you? Have a great day and drink some irradiated tea. Makes you glow in the dark, which is good for visibility on the road and sequential traffic safety.

Leave a comment

Filed under Finance, IT, Media, Politics

The call for investors

That is at present the larger setting, everyone wants investors and they all tend to promise the calf with golden horns. As I see it, investing in gold mining, Oil mining and a few others are near dead certain return on investments. The larger group that will seemingly want to invest in AI, the new hype word. Still, considering that Builder.ai went from a billion plus to zilch is a nice example what  Microsoft backed solutions tend to give. You see, the larger picture that everyone is ignoring is that it was baked by Microsoft. Now, this might be OK, because Microsoft is a tech company. But consider that Builder.ai (previous known as Engineer.ai) was supposed to be all ‘good’, yet the media now reports ‘Builder.ai Collapsed After Finding Sales ‘Inflated By 300 Percent’’ This leads me to believe that there was  larger problem with this DML/LLM solution. Another source gives us ‘Builder.ai’s Collapse Exposes Deceptive AI Claims, Shocking Major Investors’ and another source gives us ‘Builder.ai collapse exposes dangers of ‘FOMO investing’ in AI’ yet that is nothing compared to what I said on November 16th 2024 in ‘Is it a public service’ (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) where I stated “a US strategy to prevent a Chinese military tech grab in the Gulf region” and it is my insight that this is a clicking clock. One tick, one tock leading to one mishap and Microsoft pretty much gives the store to China. And with that Aramco laughingly watches from the sidelines. There is no if in question. This becomes a mere shifting timeline and with every day that timeline becomes a lot more worrying.” With the added “But several sources state “There are several reasons why General AI is not yet a reality. However, there are various theories as to what why: The required processing power doesn’t exist yet. As soon as we have more powerful machines (or quantum computing), our current algorithms will help us create a General AI” or to some extent. Marketing the spin of AI does not make it so.” You see, the entire DML/LLM is not AI, as we can see from the builder.ai setting (a little presumptuous) of me, but the setting that we get inflated sales and then the Register ended their article with “The fact that it wasn’t able to convince enough customers to pay it enough money to stay solvent should give pause to those who see generative AI as a replacement for junior developers. As the experience of the unfortunate Microsoft staffers having to deal with the GitHub Copilot Agent shows, the technology still has some way to go. One day it might surpass a mediocre intern able to work a search engine, but that day is not today.” Is perhaps merely part of the problem the “the technology still has some way to go” is astute and to the point, but it is not the larger problem. It reminded me of the old market research setting, take a bucket of data and let MANOVA sort it out. The idea that a layman can sort it out is hilarious. I have met over the last half a century less than a dozen people who know that they were doing. These people are extremely rare. So whenever I hear a student tell me that they had a good solution with MANOVA, my eyes were tearing with howls of deriving laughter. And now we see a similar setting. But the larger setting is not merely the coded setting of DML and LLM. It is the stage where data is either not verified or verified in the most shallow of situations. And now consider that stage with a 500 billion solution. Data is everything there and verification is one part of that key, a key too many are seeing aside because it is not sexy enough. 

And now we get to the investors who are in “Fear Of Missing Out”, for them I have a consolation price. You see, RigZone gave me (at https://www.rigzone.com/news/adnoc_suppliers_pledge_817mm_investment_for_uae_manufacturing-27-may-2025-180646-article/) hours ago ‘ADNOC Suppliers Pledge $817MM Investment for UAE Manufacturing’, and as I see it Oil is a near certainty of achieving ROI, and as everyone is chasing the AI dream (which of course does not exist yet) those greedy hungry money people are looking away from the certainty piggybank (as I personally see it) and that kind of investment for manufacturing will bring products, sellable products and in the petrochemical industry that is like butter with the fish. A near certainty on investment. I prefer the expression ‘near certainty’ as there is always some risk, yet as I see it, ARAMCO and ADNOC are setting the bar of achievement high enough to get that done and as I see it “ADNOC said the facilities are situated throughout the Industrial City of Abu Dhabi (ICAD), Khalifa Economic Zones Abu Dhabi (KEZAD), Dubai Industrial Park, Jebel Ali Free Zone (JAFZA), Sharjah Airport International Free Zone (SAIF Zone), and Umm Al Quwain. They will generate over 3,500 high-skilled jobs in the private sector and produce a diverse array of industrial goods such as pressure vessels, pipe coatings, and fasteners.” As such the only danger is that ADNOC will not be able to fill the positions and that is at present the easiest score to settle. 

So as we see the call for investors coming from the sound of a dozen bugles, remember that the old premise that getting the call from a setting that works beats the golden horns that some promise and the investors will need another setting (or so I figure). And in the end, the larger question is why builder.ai was backed inn the first place. Microsoft has a setting with OpenAI and as one source gives me “Microsoft and OpenAI have a significant partnership, where Microsoft is a major investor and supports OpenAI’s advancements, and OpenAI provides access to powerful language models through Microsoft’s Azure platform. This partnership enables Azure OpenAI Service, which provides access to OpenAI’s models for businesses, and it also includes a revenue-sharing agreement.” I cannot vouch for the source, but the idea is when this is going on, why go to it with builder.ai? And was builder.ai vetted? The entire setting is raising more questions than I normally would have (sellers have their own agenda and including Microsoft in this is ‘to them’ a normal setting) I do not oppose that, but when we see this interaction, I wonder how dangerous that Stargate will be and $500,000,000,000 ain’t hay. 

And going back to ADNOC we see “ADNOC’s commercial agreements under the In-Country Value (ICV) program have enabled facilities that allow businesses to benefit from diverse commercial opportunities, the company said. The ICV program aims to manufacture AED90 billion ($24.5 billion) worth of products locally in its procurement pipeline by 2030.” More impressive is the quote “ADNOC’s ICV program has contributed AED242 billion ($65.8 million) to the UAE economy and created 17,000 jobs for UAE nationals since 2018, according to the company.” You see, such a move makes sense as the UAE produces 3.22 million barrels per day, that has been achieved from 2024 onward and some say that they exceeded their quota (by how much is unknown to me). But that makes sense as an investment, the entire fictive AI setting does not and ever since the builder.ai setting it makes a lot less sense, if not for the simple reason that no one can clearly state where that billion plus went, oh and how many investments collapsed and who were those investors. Simple questions really.

Have a great day and try not to chase too many Edsel’s with your investment portfolio.

Leave a comment

Filed under Finance, IT, Media, Science

Curveballs

Sometimes life throws you a curveball, that is the simplicity of effects. It is a curveball as people cannot foresee them and in times it is because it comes from an unexpected side. There is basically nothing on this. You just have to accept it. Whether it was fate, karma if luck. These things happen. 

The subject of the ‘guilty’ party is Google (or Alphabet, whatever you want to call it) and the guilty person in this is Sergey Brin (now without a beard apparently. So yesterday I was handed two articles, they came basically out nowhere and appeared in my search finds. I am not even sure what I was looking for, but there you have it. 

First comes ZDNet with ‘I tried Google’s XR headset, and it already beats the Apple Vision Pro in 3 ways’, I don’t know about that as I never tried either, but as Apple seems to be sleeping at the wheel, lets see if Google can make something of this. You see, as Apple was asleep I created 2+ IP solutions for them, but will you know it, they are still seemingly asleep. 

The first one is seemingly the latest, but it was the first my mind created using the idea of partnering Guerrilla Games with Apple and it could just as easy be Google. I mentioned this in 

Are there two coins?’ (At https://lawlordtobe.com/2025/05/18/are-there-two-coins/) and optional setting that would give uniqueness and drive to the Apple Vision Pro, not that I really care as my nog tends to solve issues, like melting down Iranian/Russian nuclear reactors (a story for another time) I also created a stealth solution to make Iranian harbours useless for extended times. I cannot control my mind at times. But in this case I wondered what Apple could have done and I came up with several solutions that seemingly slipped their minds. The second set of IP was linked to Ubisoft and now we get to the second article. It was TechCrunch who gave me the second part with ‘Google launches AI tools for practicing languages through personalized lessons’ this seems fine, but in ‘One step left for a new world’ (at https://lawlordtobe.com/2024/11/16/one-step-left-for-a-new-world/), which I wrote on November 16th 2024 I gave the setting that Ubisoft with its Assassin’s Creed franchise had the ability to create language skills as they had already created over 80% and that was the hard part, now I see that the missing part has been created by Google and we get to see (at https://techcrunch.com/2025/04/29/google-launches-ai-tools-for-practicing-languages-through-personalized-lessons/) “Google on Tuesday is releasing three new AI experiments aimed at helping people learn to speak a new language in a more personalized way. While the experiments are still in the early stages, it’s possible that the company is looking to take on Duolingo with the help of Gemini, Google’s multimodal large language model.” So consider that AC Brotherhood could give you lessons in Italian and Latin, AC Unity could cover French and AC Syndicate could cover English. English could also be taught using Watchdogs 2 and 3 (Legion) there is of course Egyptian (AC Origin) and Arabic or Persian from AC Mirage. These games are ready and could be transferred to the XR headset making it even more personal and the kicker is that Apple had these options for over a year. Sucks being granny smith, doesn’t it? Oh, and if Google hadn’t done away with their Stadia they could have had at least 6 billion a year extra (phase one) and a lot more after that. Seems that they weren’t all awake either.

And all this was already on my blog site. As such there is a question where Apple gets its ideas, but in light of the failures I saw in 2024 I am not going to go there. Still if Google can do something more, they are happy to give it a go (a donation to yours truly would be perfectly acceptable).

Not the worst setting for today, but in a Few hours I am going to hand some dodo its liver, I feel a little frisky today. It’s not the weather, it wasn’t raining so I am decently fine. Have a great day.

Leave a comment

Filed under Finance, Gaming, IT, Media, Science

When the setting fits

That is at times the thoughts we have. Now, let me be clear. This is pure speculation. It is speculation because I am not in politics (not even the shady kind) and as such it cannot be presumption. There is no best educated guess, there is merely a best guess and the setting fits several thoughts I have had in the past. It all seemingly fits. It doesn’t make it more true or more reliable. 

That is something you need to keep in mind from the start and this was all set in motion through Reuters, who gave me in the first instance (at https://www.reuters.com/business/apple-pay-25-tariff-if-phones-not-made-us-trump-says-2025-05-23/) with ‘Trump threatens new tariffs on European Union and Apple, reigniting trade fears’ and here we see “U.S. President Donald Trump threatened on Friday to ratchet up his trade war again, pushing for a 50% tariff on European Union goods starting June 1 and warning Apple he may slap a 25% levy on all imported iPhones bought by U.S. consumers. The twin threats, delivered via social media, roiled global markets after weeks of de-escalation had provided some reprieve in the tariff battle. Major U.S. stock indexes and European shares fell and the dollar weakened, while the price of gold, a safe-haven for investors, rose. U.S. Treasury yields fell on fears about tariffs’ effect on economic growth.” A few thoughts came to mind. In the first “The twin threats, delivered via social media”, as such why not in an official setting? Why via social media? Is it because the threats might get rolled back? Is it because of non-repudiation? Then we get the Apple setting, why in America? Why is this so essential? (I will get back to this later on). And a few other thoughts are to mind. Then the article ends with “The president’s attack on Apple is his latest attempt to pressure a specific company to move production to the United States, following automakers, pharmaceutical companies and chipmakers. The United States, however, does not mass-produce smartphones – even as U.S. consumers buy more than 60 million phones annually – and moving production would likely increase the cost of iPhones by hundreds of dollars” keep this latest quote on the forefront of your mind for now.

Then Reuters gives us (at https://www.reuters.com/business/aerospace-defense/us-justice-department-reaches-deal-with-boeing-allow-planemaker-avoid-2025-05-23/) ‘US Justice Department reaches deal with Boeing to allow planemaker to avoid prosecution’ the two are actually more connected than you would think. Even as we are given “The agreement allows Boeing to avoid being branded a convicted felon and was harshly criticized by many families who lost relatives in the crashes and had pressed prosecutors to take the U.S. planemaker to trial. A lawyer for family members and two U.S. senators had urged the Justice Department not to abandon its prosecution, but the government quickly rejected the requests.

Then last we get yet again from Reuters (at https://www.reuters.com/business/energy/trump-seeks-fast-track-new-nuclear-licenses-overhaul-regulatory-agency-2025-05-23/) ‘Trump seeks to fast-track new nuclear licenses, overhaul regulatory agency’ with the subtext “U.S. President Donald Trump on Friday ordered the nation’s independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months.” All this sets a premise of revenue. Boeing, the reactors and last (which I gave first) was the tariffs. America is desperate for revenue and I reckon the setting of the Microsoft linked firm going bust after being evaluated for a billion dollars didn’t help his need. He needs all revenue to come from America and all made there. It isn’t merely America First, it is the speculated setting that America is about to default on its loans. Well that Is how I see it and I might be wrong. The entire setting with the added setting of Greenland and Canada is that he cannot claim that America has plenty of resources making it a lot more wealthy, for that he needed Greenland and Canada. No, now he needs to move it all to America and that is where the problem starts. Because America wasn’t ready for that move, but that is as the America administration sees it, the problem on (and for) Apple. As I see it, this is a speculated final move before the American President has to admit that payment deals need to be made and they want to push it back as far as they can as the number one fear is that others will massively dump their US Bonds and that would instantly call for the near complete dismemberment of the United States of Bankruptcy. 

Could I be wrong?
Yes, I can be wrong. But this image seems to fit the partial shorts we have been able to see. The second option is that President Trump has completely lost it, but I do not think so. Too many settings don’t fit that view of him. Yet the knee-jerk reactions to keep on being seen as an “able to make payments nation” seems to fit the bill more. I reckon that the news last week regarding that Builder.AI is now commencing insolvency proceedings was perhaps the drip that broke the camels back as the expression goes. It is before Saudi Arabia and others would be pumping money into the United States, so there is that to come as well. As they say money must flow and the actions done (especially regarding Boeing) is all about revenue, not about the family of victims. Then we loop back to January when President Trump announced ‘Trump announces a $500 billion AI infrastructure investment in the US’ here I speculate that this was all about some Microsoft setting, at least in part and now that Builder.AI has become insolvent and it was backed by Microsoft gives rise to the 500 billion being set on shaky grounds. It’s like looking at the Chrysler building seemingly coming closer to view until you realise that it was build on a quicksand. And they figure this out after the building was complete and now the top of that building is making the rest sink into the marsh. As I see it (which is presumption in this case), is as AI doesn’t exist, that they had made clever moves with DML (Deeper Machine Learning) and LLM (Large Language Models) and that requires programmers and some extended programming, but the deeper you set your teeth into the pie, the harder it is to open your mouth without coughing up the pie. And the bad decisions made with Builder.AI (I do not know what they did wrong, but that is what some media gives us, you can read that in yesterdays story).

When this goes wrong with 1 billion, what do you think that 500 billion gets you? There are only so many programmers who are adept in this form of programming and that is before all the data is validated, which if it fails makes for a totally new timeline and that is the crux of this setting. 

But feel free to ignore these settings and see what happens. That I what I think is happening. Microsoft fell short and others might not be in the market for such a failure and when the 500 billion stays away foreclosure of the land of the forsaken and the home of the arrogant falls flat. 

Here in all this I might be wrong, I admit that upfront. The question that comes to mind. What is it? Why do we get such a knee-jerk operation from left to right and from beginning to end. Now we get the news that is 15 hours old. ABC (Australian Broadcasting Corporation) gives us ‘Reserve Bank on high alert for economic fallout as Donald Trump continues to spook investors’ If I am correct than this act is merely for the ones that holds these bonds will keep on holding on to them. And the second setting is “The bond market is now regularly questioning the value and stability of US government debt.” As I see it, the nightmare scenario for President Trump. He cannot pay anything over 10% of 36 trillion. When that happens America defaults on its loans. The nightmare that Wall Street fears. As we are given “In the lead-up to the passage of the bill through the US House of Representatives, the US Treasury Department tried to secure $16 billion of funding through the sale of 20-year bonds. It found the auction harder than usual to execute due to a lack of demand from investors.” And as I see it, making the other funds ‘more’ dodgy will work for the American administration and as such are the actions that I am seeing. Not because they are great actions. It is bullying not to go somewhere else and I admit that this is merely speculation. 

I leave it up to you do decide if I am right or if I have a case for my train of thought. But this is what I see, merely because I have been looking in this direction all along. And Moody’s downgrade, US debt had become riskier for the lender. That is a simple conclusion you can all consider to get behind. But if that is the case, the outstanding bonds are a bad bet because these bonds do not get reassessed, that is the bad bet they went into and the next step we get is when Moody’s set the credit from AA1 to AA2. But what happens after? I don’t think that the holders of these bonds will wait that long. They will sell wit a loss as not to see there bonds become ‘Junk’ material and those people will lose a hell of a lot of money. Consider Japan as it is with the debts they have also have around $1.13 trillion in US bonds and China holds $784 billion. If China dumps their US bonds, Japan will be force to do the same as not to lose too much money, but the  investors were already shy of the last auction and that was only for $16,000,000,000. Now we see that there is a risk that China sets 50 times that amount up for auction as such Japan is seeing the pressure to act before it is too late as it has almost twice the amount of China and the first of these two might get some money back. The one that flinches losses it nearly all. 

How would you see such a risk? And that with the Reuters articles made me speculatively realise that America is in a lot oof hot water at present, but my view is speculative. I have no hard data to back my thoughts, be aware of that. By the way, there is a second reason for the reactors, but I’ll let you work that one out for yourselves.

Have a somewhat great day.

Leave a comment

Filed under Finance, IT, Media, Politics

A swing and a miss

It is no secret that I hold the ‘possessors’ of AI at a distance. AI doesn’t exist (not yet at least) and now I got ‘informed’ through Twitter (still refusing to call it X) the following:

So after ‘Microsoft-backed Builder.ai collapsed after finding potentially bogus sales’ we get that the company is entering insolvency proceedings. Yet a mere three days ago TechCrunch gave us “Once worth over $1B, Microsoft-backed Builder.ai is running out of money”, so as such with a giggle on my mind I give you “Can’t have been a very good AI, can it?” So from +$1,000,000,000 to zilch (aka insolvency), how long did that take and where did the money go? So consider this, TechCrunch also gives us “The Microsoft-backed unicorn, which has raised more than $450 million in funding, rose to prominence for its AI-based platform that aimed to simplify the process of building apps and websites. According to the spokesperson, Builder.ai, also known as Engineer.ai Corporation, is appointing an administrator to “manage the company’s affairs.”” Now, I am going on a limb here. Consider that a billion will enable 1,000 programmers to work a year for a million dollars each. So where did the money go? I know that this doesn’t make sense (the 1000 programmers) but to consider that they might accept a deal for $200,000 each, there would be 5 years of designing and programming. Does that make sense? The website Builder.AI (my assumption that this is where they went gives us merely one line “For customer enquiries, please contact customers@builder.ai. For capacity partner enquiries, please contact capacitynetwork@builder.ai.” This is not good as I see it. The Register (at https://www.theregister.com/2025/05/21/builderai_insolvency/) gives us “The collapse of Builder.ai has cast fresh light on AI coding practices, despite the software company blaming its fall from grace on poor historical decision-making. Backed by Microsoft, Qatar’s sovereign wealth fund, and a host of venture capitalists, Britain-based Builder.ai rose rapidly to near-unicorn status as the startup’s valuation approached $1 billion (£740 million). The London company’s business model was to leverage AI tools to allow customers to design and create applications, although the Builder.ai team actually built the apps.

As such the headline of the Register is pretty much spot on “Builder.ai coded itself into a corner – now it’s bankrupt” You see coding yourself into a corner is not AI, it is people. People code and when you code yourself into a corner the gig is quite literally up. And I can go on all day as there is not AI. There is deeper Machine Language and there are LLM (Large Language Model) and the combination can be awesome and it is part of an actual AI, but it is not AI. As such as Microsoft is believing its own spin (yet again) we can confuse that there is now a setting that Qatar’s sovereign wealth fund, and a host of venture capitalists have pretty much lost their faith in Microsoft and that will have repercussions. It is basically that simple. The first part of resolving this is to acknowledge that there is no AI, there is a clear setting that the power of DML and LLM should not be dismissed as it is really powerful but it is not AI. 

As I personally see it, the LLM is setting a stage that the chess computers had in the late 80’s and early 90’s. They basically had every chess game ever played in their memory and that is how the chess computer could foresee what was possible thrown against it. And until 2002 when Chessmaster 9000 was released by Ubisoft, that was what it was and for that time it was awesome. I would never have been able to get as far as I did in chess without that program and I am speculatively seeing that unfold. A setting holding a billion parameters? So I ,might be wrong on this part, but that is what I see and we need to realise that the entire AI setting is spin from greedy salespeople that cannot explain what they are selling (thank god I am not a salesperson). I am technical support and I am customer care and what we see as ‘the hand of a clever person’ is not that, not even close. 

So as we are also given “Blue-chip investors poured in cash to the tune of more than $500 million. However, all was not well at the startup. The company was previously known as Engineer.ai, and attracted criticism after The Wall Street Journal revealed in 2019 that the startup used human engineers rather than AI for most of its coding work”, as such (again speculation) a simple trick to replay a mere 1800 days later. And this is what a lot are (plenty of them in a more clever way) but the show is now on Microsoft. They cracked this, so when they come with a “we were lured” or “it is more complex and the concept was looking really good” we should ask them a few hard questions. So whilst we are given “While the failure of startups, even one as high profile as Builder.ai, is not uncommon, the company’s reliance on AI tools to speed coding might give some users pause for thought.” And when we consider “might give some users pause for thought” is a rather nasty setting as I was there already years ago. So where the others? As such we should grill Satya Nadella on “Last month, Microsoft CEO Satya Nadella boasted that 30 percent of the code in some of the tech giant’s repositories was written by AI. As such, an observer cannot help but suspect some passive aggression is occurring here, where a developer has been told that the agent must be used, and so they are going to jolly well do it. After all, Nadella is not one to shy from layoffs.” As such I wonder when the stake holders for Microsoft will consider that the ‘USE BY’ date of Satya Nadella was only good until December 2024. But that is me merely speculating. So I wonder when the media and actual clever people in media are considering that this is a game thatch only be postponed and not won. So will the others run when the going gets tough, or will they hide behind “but everyone agrees on this” as such the individual bond will triumph and there is a lot of work out there. The need to explain to people (read: customers) is that there is a lot of good to be found in the DML and LLM combination. It remains a niche market and it will fill the markets when people cannot afford AI, because that setting will be expensive (when it is ready). These computers will be the things that IBM can afford, as can the larger players like an airline, Ford, LVMH (Louis Vuitton Moët Hennessy) and a few others. But the first 10 years it will remain out of the hands of some, unless they time share (pay per processor second) with anyone who has the option to afford one. That computer will need to work 80%+ of the time to be affordable. 

As such we will see a total amount of spin in the coming months, because Microsoft backed the wrong end of that equation and now the fires are coming to their feet. Less then. Less than an hour ago we were given ‘Microsoft Unveils AI Features for Windows 11 Tools’. I have no idea how they can fit this in, but I reckon that the media will avoid asking the questions that matter. As such we will have to wait the unfolding of the people behind builder.ai. I wonder if anyone will ask the specification off what happened to said billion dollars? Can we get a clear list please and where did the hardware end? Or was a mere server rack leased from Microsoft? This is just me having fun at present. 

So have a great day and I will sleep like a baby knowing that Microsoft swung and missed the ball by a fair bit. I reckon that this is…. Let’s see there was the Tablet, which they lost against Apple and now Huawei as well. There was the Gaming station, which was totally inferior against Sony. there was Azure (OK, it didn’t fail but a book vendor called Amazon has a much better product, there was the Browser, which is nowhere near as good as Google. And there are a few others, but they slipped my mind. So this is at least number 5, 6 if you count Huawei as a player as well. Not really that good for a company that is valued at 3.34 trillion. So how many failures will we witness until that is gone too? 

Have fun out there today.

Leave a comment

Filed under Finance, IT, Media, Science

America of the Dead

I would want to set the stage as “The names of players and places have been changed to protect the greedy”, but that would not be true. This is a pure work of fictive imagination (based on real events) as there is no City of Anvil in Canada, There is (to the best of my knowledge) no Benirus Manor and to the best of my knowledge no Velwyn Benirus, as such, lets get this show on the road. 

There is a setting we all tend to ignore as it is easy to avoid knowledge when you can turn away from the facts presented to you. The American economy is in a spell, Wall Street is perhaps days away from retiring America’s Credit Card, time is up, the funds have dried up and in the last 6 months disaster upon disaster hit the shores of Wall Street. The MateBook Fold, which was released to the world in late 2025 took the planet by storm, the EU and Arabia almost instantly adopted it, HarmonyOS captured the world and the new settings changed everything. Google lost almost 15% market share within the first 6 months. And as TikTok showed a much larger impact, it lost 20% there too. Microsoft buckled as it had nothing to compete with and Apple was losing over 5% market share in the first three months. America’s economy has pretty much done for. The price of lack of innovation and the reliance on its own spin marketing. When results cannot be vouched for and revenue goes down an economy will be forced on its knees within a year, no matter how good your spin is, Wall Street demands results. Ad it was not the only element. There were the disastrous notions of AI, or NIP (Near intelligent Parsing) as it was blended into. AI was pretty much dead. All the hype demanded more and more results, but the bulk of the programmers couldn’t keep up with the hype and that made a collection of several companies shed a combined 900 billion dollars, and in the time of Wall Street draconian settings, results must be shown. And America was out of options, they had to result to attempts to annex areas. The first failure was Greenland, the EU and Canada stuck to their guns and the EU called in help from China as it could not counter a war on two fronts and China reacted positively. Then America tried to ‘annex’ their 51st state and that was in an impasse as the Commonwealth collectively came to the aid of their bigger brother. But that fight was not over, the President of the United States called  to the TV networks to the aid of MAGA and the people responded and this is such a story.

In Shelburne (Canada) is a house, the house is quite old, it was build around 1795, against all odds, as most of the town was build out of wood, this house was build from bricks, mortar and stones. The original owner was a stone mason and for years he created the house, stone by stone and in the unofficial suburb of Anvil, which was by Black Brook, just of Glasgow Street was Anvil. It was unofficial as that place had a mere 4 houses. The house was deserted, it was seemingly haunted and had a local appeal, especially with the younger folks as it was a place where you call out the chickens of the community, but over the years nothing had happened and it was a simple truth or dare place. And in 2026 things changed. The MAGA foundational idiots (for lack of a better term) decided to react to the call of President Trump and they invaded New Brunswick from Maine and pushed through to Nova Scotia. The 1500 RCMP were no match for the 11.000 heavily armed simpletons and as such they were handed a heavily defeat around Saint John. I heard they are building a memorial there, the entire state, as well as Nova Scotia is bringing the cash for that one and the reaction of the people has been nothing but stellar. Kids handing over their piggy banks to aid in this would bring tears to any parent. But that is about tomorrow, we are still dealing with yesterday.

So as the invasion proceeded it was the theoretically the second day. They stormed NB in mere hours and a 10:1 overwhelming force is no immediate match for Canada. But then the game changed because the truth or dare house came alive in the most peculiar way. The original oil lamps outside of the house started igniting and the fireplace lit up. The text was barely readable on the top bar of marble and it was in the fireplace, but the text ‘bydded i’r rhai sy’n byw trwy weithredoedd o frad, ddod o hyd i uffern dragwyddol’ lit up in the fieriest red, then turned white and an eerie sound of spectral people was to be heard, it was seemingly loud as people in the houses around it evicted themselves and ran for the church. It was at that point that the MAGA loving red hatted people came into view. They saw the house and saw it as a safe place. They entered the house, a mere dozen and that had the effect of the house flexing its stones and the setting these people got was even worse then the worst her they ever thought possible. 

At first there was nothing, a simple humming sound not unlike a generator and that is what the red hatters thought it was but in minutes they were surrounded by spectral wraiths, the wraiths slamming their claws into these enemies and the enemies that got of a shot merely realised that these ‘opposers of American Freedom’ were unharmed by bullets and within minutes, the red hatters were no more. The bodies slumped as potatoes on the floor and the wraiths seemed to lit up and they vanished. Still the setting was not done over the next minutes that they died their bodies changed, they took on Zombie like appearances, their flesh decaying in front of your eyes and soon the started twitching and they got up in clumsy ways and looked? Yes, that is the question, their eyes had become black pits and staring at the distance they merely started walking towards the places they came from. 

Yet the house was not done, there was a new eerie smell coming from the basement and the feeling of a presence was unmistakable, there was something coming up. It was still soft and unidirectional, but over the next hour it become more pronounced up came something that is seen in fantasy stories. It was a lich, it had the name of Dafydd Edwards and it was the original builder of the house, his grave was empty as the people concluded that he was dragged away and eaten by bears and in the early 1800’s it was a realistic premise. 

In the meantime the zombie alike people were getting back to the land of the not so free and they were creating mayhem, as the wraiths had made them pretty much impervious to bullets. And with every execution they made, they created new zombies, but there was something more. With every kill there was a small stream of light going straight into the direction where they came from. And within hours the 11,000 men had depleted to a few hundreds and they were running for their lives straight back into Maine where they were praying for insight and wisdom, but those who are not wise will not get it from a prayer, they merely remain as stupid as they were before. Still it was a few hours later and they had arrived in Bangor a more solid place where they could set up defenses. But in this day and age, where people had forgotten about real curses and that was the stage. It was a the next evening that the people feared. Whilst the news was in denial there was anything happening and President Trump gave his world the views he had implying that they are all seeing “Fake News” and “a big lie”, that he would never attack that “beautiful, beautiful 51st state to be” but the turnaround was coming and as the darkness set in, the city of Bangor in the state of Maine got a new view, hundreds of zombie like creatures, all dressed with a red hat and behind them was a shining white lich, walking upright and striding with prides. It was Dafydd Edwards, the shiny white came from the energy that the zombies had slain and Edward was shiny as the full moon on a dark day. As such it had gotten the energy of hundreds of slain Americans and with each attack Edward made on anyone, that person was given the trepidation of reality. His heart blackened with angst and the inability to aim or use his gun, stricken to move and that also came with an inability to move to any degree with agility. Their ability to run away was taken from them and as such the zombies made short work of them. America was losing a lot more than the economy, they lost their population.

As such this is a work of fiction. It is based on Bethesda’s Oblivion, Simon Pegg’s and Edgar Wright’s, Shaun of the Dead, America’s inability to set a budgets, Canadian values (against the 51st state mentions) and a personal need to come to the aid of the Commonwealth and in all this we shouldn’t ignore the innovation that Huawei brings to the table. So you all have a great day and for me it might be the first day since August 20th 2024 that I will not be able to make my 10,000 steps. The hard rain here, right now, is ghastly.

Leave a comment

Filed under Finance, Media, Politics, Science

What’s in a brand?

That is at times the question. Most of the world was to sink their claws into Saudi Arabia and we see all kinds of settings, some speculative, some going for the worst. The truth is that the Kingdom of Saudi Arabia is on the rise. Not merely because they are doing well (they really are), but the massive secondary reason is that they are a no-debt zone, just as the UAE is. So as we se that America is $46 trillion in debt, the EU has a debt of 14 trillion euro and Japan has a $9 trillion debt. Yet as the Telegraph a mere three hours ago gave us all ‘‘Worse than Greece’: The debt crisis threatening to blow up the global economy’ (at https://www.telegraph.co.uk/business/2025/05/21/trump-sparked-debt-crisis-could-blow-up-global-economy/) the truth is (speculative) that I personal believe that America is in a worse state, even as the America administration is in denial and the media is massively avoiding reporting on it. I personally think that the network of Stake holders is con spiritually involved as well. As I see it (based on the work of Cathryn van Kessel) that ‘(Con)spirituality as a curriculum of immortality’ is set to “If we are listening to marketing hype, it seems that—with enough money—we can live longer, healthier lives. These products, however, are often no more than consumerist swindling steeped in pseudo-science and pseudo-spirituality. When viewed through the lens of terror management theory (TMT), mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy.” My personal view is set to the premise of “mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy, it is a (sort of) given setting that the stakeholders are dwindling the settings of parameters and changing the premise of given values, creating confusing hype settings” This is merely a personal view, but it seemingly fits the patterns we see, or tend to recognise.

So as such we see “Because the assets that the country holds are still far more valuable than the debts. All the land, mineral rights, water, etc.” and this shows the pressures to add Greenland and Canada to America, as such they wouldn’t be considered bankrupt. Another version is “Because debt payments are still manageable” but here time is running out, as such the Trump administration is playing the bully card on Canada and Greenland. But here the dance becomes a problem as Canada is not giving in as it is part of the Commonwealth. And that is why Keir Starmer as Prime Minister of the United Kingdom is being catered to by the EU as the WU is in a similar predicament and the UK ‘re-joining’ the EU, the EU ends up with a credit card that gets renewed value. But the larger truth is that time for these three are running out and as such they are courtesan themselves to the Kingdom of Saudi Arabia. And now we see the larger setting that the article ‘Saudi brands reach $116.8 billion in value fueled by energy, banking, and telecoms sectors’ (at https://brandfinance.com/press-releases/saudi-brands-reach-116-8-billion-in-value-fuelled-by-energy-banking-and-telecoms-sectors) gives us, and the values we see are “STC (brand value up 16% to USD16.1 billion)”, it is number two. Number one is Aramco (of course) and that is oil and I didn’t want to ‘taint’ the setting. After that we get “Almarai (brand value up 20% to USD4.7 billion)” but the third one is the kicker “Saudia (brand value up 34% to USD1.1 billion)” and here is the setting of three out of the ten that these are brands that have a 16%, 20% and 34% growth, totally unheard of in western settings and as such everyone wants in. Wall Street pretty much demand these new settings, but this is not on Wall Street, as such several brands (including me) are pretty desperate to get in. And I have made a few unsuccessful moves and I will totally try to do so again and again. I told a previous boss a few years ago that they had to get there now, now the going is good. But alas, it fell on deaf ears and now as brands in the EU, US and Japan are getting desperate we will see a total new stage of in-fighting and spading their opponents. But as they diminish one another, the Kingdom of Saudi Arabia will get the cream of the crop at a mere 65% of the total value, because the desperate will sucker themselves to get into the game as early as possible, hoping that the going is good early in the game. I get that, I would feel the same way (as a non-captain of industry that I merely my view) and now that China is entering these fields as well, the west is desperate to get in.

And at present we see little to no evidence how three players can have a cumulative debt of $70 trillion dollars. This is $70,000,000,000,000. Did you ever consider that the debt of these three is more than all the gold in the world? How is that possible? Is it because these three have the assets, because the debt is manageable? We think that we can all be a millionaire as long as we can couch up $55,000 in interest every year, but that is a debt without an end date, you pay as long as you live and that is not a realistic setting but these governments are telling you that story with the assistance of stakeholders (who get their own revenue out of that), yet at that point we ned to consider that you are a millionaire at $55,000 plus whatever the stakeholder charges and now it get to be a little iffy (aka yucky). It is a setting that is delusional, as such they all (desperately) need to be part of the Saudi branding, yet as I see it the Saudi’s have another view, you see STC gave us in 2024 “In 2023, we expanded our global footprint even further by acquiring a 9.9% interest in Telefonica and launching TAWAL operations in three European countries. Over the past year, STC Group has focused on diversifying our global offer to connect people across countries and continents.” They gave us that in March 2024, and the sphere of influence of Saudi Arabia is expanding. So whilst by an expected 2029 we might see brand X, but it is fueling STC for a larger and larger slice of the pie. As such it will all be co-owned by the Kingdom of Saudi Arabia and this is not white washing. It is merely business and these stakeholders will turn to the needs of their own paychecks more and more. 

And this is not a dream story, it is not a nightmare story. It is about to become the reality of things and as such our paychecks go in part not to Telefonica, it will go to Tawal and through that to the STC. A simple business setting and for the most the media is will not inform you, it adheres to the needs of shareholders, stake holder and advertisers. 

This is the power of branding and whilst we think that Nike, Lululemon and Jaguar are great brands, there is an underlying setting that the cool car is owned by Natarajan Chandrasekaran (chairman and Managing Director) and Saurabh Agrawal (CFO) (to some degree). And now we see the Kingdom of Saudi Arabia expanding in all kinds of directions. In this I kinda set that stage in ‘An altering stage’ which I wrote on October 2nd 2023. I used the word ‘kinda’ as the focus was China and I wrote “It is a summary and you should read it. It shows several elements that are taking the world by storm. It is not “As shown in the latest IMF annual review of the country’s economy, progress has been most notably reflected in non-oil growth, which has accelerated since 2021, averaging 4.8 percent in 2022. Despite lower overall growth reflecting additional oil production cuts, non-oil growth will remain close to 5 percent in 2023, spurred by strong domestic demand.” We get the goods here, but it is “The economy’s non-oil growth has been spurred by strong domestic demand, particularly private non-oil investment. Sustaining this performance requires pursuing sound macroeconomic policies and maintaining the reform momentum, irrespective of developments in oil markets.” Even if the stage is not revealed, when combined with other views we see that ‘strong domestic demand’ is merely one string from the harp of economy, the harp of Saudi economy. What matters is that larger streams involving defence, technology, construction, tourism and services are ALL moving towards Chinese shores. We see some of it now, but that list is rapidly expanding and the next US vote is 45 days away with them having to brood on a loss of billions and it will be a lot more than 1 billion.” Which was a slightly different setting than the IMF reported on and I saw that two years ago. It is the story (at https://lawlordtobe.com/2023/10/02/an-altering-stage/) which gives the goods, so consider that I had this at that point, so why didn’t the media see this over the last 17 months? Consider that before you lash out and wonder who you should blame. 

Too many of us are kept in the dark and you should wonder why. You see I am not an economist or some savant. Yet I know data and I have parsed data for decades, and I saw a long time ago that the numbers didn’t add up. So wonder how the media could have missed it all. You were merely given slithers of data and until you consider the larger picture (which the bulk of the media will not give you) wonder why and it is not that it was to complex. As I personally consider the setting is that stake holders are part of the deception. Their cheques are too fat, so they like this game how it is played and they have been playing it for years. 

Have a great day and remember, don’t trust all you read, verify the data you are given, even my data. I am not telling you to trust my data. If anything I am a little like Fox Mulder (from the X-Files) and trust no one, not even me. 

Leave a comment

Filed under Finance, Media, movies, Politics