Category Archives: Finance

February 3, 2025 · 22:05

The edge of imagination 

That where we are at times. We all are and some use it to fuel the idea they have. We can speculate all we want, but there are words that the Star Trek Communicator fueled the concept of the mobile phone (don’t know if it is). Then later on the Star Trek Pad (TNG) was the base for the Kindle and also the iPad. We can deny, we can be offended. But the truth of the matter is that any innovation required a group of people thinking in the same way, that is how innovation starts. When the thoughts of this are set to a base, the base grows and the concept becomes a real thing. I have always believed that to be true. So whilst we think that all inventions are in the trend of Oppenheimer that person is not completely wrong, because the imaginations comes from whomever employs it, but usually it take a nudge. The iPad and mobile phone being clear examples of that. There were some bad examples (losers trying to fraud their way through) but they get found out soon enough and now we see medical devices on the same Trent as the losers were, but these people imagined the solution though. They went the additional step.

This is the foundation, now consider that DisneyWorld has the ride Rise of the resistance and galaxy’s edge. We know Star Wars and that is fine, but these two places in the eyes of a child will boost that child’s imagination and that is where the setting changes. That child could be there seeing the life sized version of a Tie fighter and that thought will remain with the child and in 15 years the concept of something he did not realize becomes reality, true innovation. What it is? I don’t know, not my thoughts. I merely thought of Newt Scamander in the series fantastic beasts and I came up with giggle water. A drink in the movie magic based, but the drink could be real. I set that out in a blog around when that movie came out. You see we have all kinds of fuzzy drinks. So what happens when you add Nitrogen (laughing gas) to the syrup that will contain the nitrous oxide and with the added liquid (most likely water, or fruit juice) we now have giggle water. Of course as it is ‘regulated’ all over the place someone in that field would have to tinker with my idea. But can you ignore a fan fleet of millions when it comes to any new drink? Only Coca Cola started with nothing. There is a whole fleet of people now in range and in the Harry Potter field everyone is going nuts about butter beer. Can you imagine having the one good no one else has? 

Did anyone else consider this? Possibly, but they might not have heard of laughing gas, it was discontinued when better alternatives were found, but that doesn’t make the idea useless, it can be applied to other fields. Innovation is the combination of thoughts and imagination and the one solving it has a future ahead. I think I had my fair share of innovations and more are coming. To get into a field I am not even qualified is folly. To be true, I was not qualified in the field of nuclear ‘solutions’ either. But someone had to deal with Iran (and now Russia as well). As such I started a thought that could be interesting. As such I figured that as Russia has 38 reactors, when half a dozen melt down they will end up having a massive energy problem. Simple problem, simple solution and when you consider that a snow globe drove this idea, you can see that innovation can be found anywhere. 

This led me to the setting that America gave us all. The trade wars. Now America has plenty but not all in America. You see Disney is also in Europe, Universal is also win the UAE. So if all people of the commonwealth denounce their visit to America and chose these two other locations America will soon have a new problem. So what if we all disregard America as a destination for the next two years? Disney reported an annual revenue of $88.898B, they beat expectations by a mere 7%, so what if all in the commonwealth and Europe select other places and now Disney falls short for 50%? and Universal is doing equally good, that is until President Trump pulled the rug from under them. You see I like Theme parks, but if I can enjoy another one I would like it to be outside of America. I am a member of the Commonwealth and be decided to blame Canada and Mexico for their own irresponsible spending. As such The Dutch has the Efteling, Harry Potter can be found in London, Japan and soon the UAE (Warner Brothers Theme park) and several other parks are there all over the world. Saudi Arabia will soon have the alternative to Aspen and Utah, Canada has Whistler and Blue Mountains in Ontario and a such there is every chance that they could all get more Mexicans. President Trump did not really consider that, did he? In that same setting Universal (before covid) had 5.5 million tourists, so what happens when that slows down to less then 3 million, how long until Orlando has a massive budget problem? How long until businesses collapse due to a stupid idea that seemingly only President Trump likes. How long until the America economy goes below sustainable (I believe it is on the line now) measures that collapses the larger companies is slicing whatever they have?

Innovation comes in all sizes and directions. So when will we see a webpage with a connected database mapping all theme parks on the world so that people from the Commonwealth and Europe can seek alternative travel arrangements? Consider that Saudi Arabia and the UAE have done nearly all to become the better solution for tourism. Their airports are top node and their theme parks are too. Warner Brothers will still syphon some funds to America, but it is meager pickings for the yanks as their theme parks are on the edge of shutting down. 

That is the other side of innovation, making sure that America dwindles down to nothing. You see, there is a down side to Trade Wars. This is merely one side of this, there are a few others but I reckon the Canadians are already on that part.

As I see it, the stupid side of this world can be found between Canada and Mexico. And they are finding out that there is a cost to electing the wrong president (not sure if the other party had a real contender)

So have a nice day and consider the chance that you yourself have an idea that could be innovative, there is 100% certainty that I am not the only one and innovations can be found in any field, it merely needs fuel and imagination is the best fuel.

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February 2, 2025 · 17:04

The one does not imply the other

We have seen the news on tariffs, we have seen the news on DeepSeek and it has exploded the views on LinkedIn as every influencer wants to cash in on the news on DeepSeek, in one way or another.

However, we forgot about one part. We forgot that we still have a nation called Ukraine that is at war with Russia. Some time ago we saw that Russia is unable to fight this war alone, so they called in the help of North Korea. We all saw them being proud as peacocks marching in unison and it looks impressive to almost any soldier and their generals. Yet the reality is different. We are given (at https://www.bbc.com/news/articles/cjder8zgk48o) ‘Ukraine says North Koreans may have pulled out of front line’, my first thought was “Is it merely a regrouping tactic?” That happens. We can on the offense, we can select defense or we can evade. Evasion makes sense after the losses reported, but evasion towards what? Regrouping, or pulling out. Regrouping makes more sense to me. 

The BBC reports “Western officials told the BBC that, out of some 11,000 troops sent from North Korea to fight for Russia, 1,000 had been killed in just three months.” A setting that boils down to decimation of ones troops. This is not surprising, as war is a lot different from parades. But decimation is a serious setting. It amounts to the knowledge that most opponents could do serious damage to the North Korean army. So whilst it might bolster 1.3 million active troops. A decent skirmish could cost that army 130,000 troops and that is merely in the first three months. The larger setting is that Russia mistook parade strength in actual battle strength and that is just not the case. The Ukrainians know that and also realize that the fight is not yet over, more important the smudge they delivered will also soil Kim Jong Un and he does not take kindly to get soiled. I reckon that the regroup comes with the message that they better be successful or not come back at all. This is the setting of desperation and desperate soldiers are a lot more dangerous. I am inclined to believe the quote “The newspaper quoted US officials as saying the withdrawal may not be a permanent one, and the soldiers could return after receiving additional training or after the Russians come up with new ways of deploying them to avoid such heavy casualties.” The BBC gave us. There is every chance that they will get reinforcements from Pyongyang and the clear message to succeed or do not come back alive.

That last part is speculation bordering on presumption, yet with the facade we have seen with President Putin and Supreme leader Kim Jong Un my view seems to be a decently accurate one. My biggest worry is how much damage will Ukraine get in the coming year, because this is not over, not even close and unless Russia is given a truckload of damage, this will not end. Hence my two inventions that could have woken up DARPA with the intent that they test the ‘contraptions’ before handing it to Ukraine. As such I created something to block ports (a sneaky stealth system) and smelting to meltdown nuclear reactors. If the ones in South Russia stop working that army loses a lot of power (and heating) setting the Russian army to a stand still, should places like the Port of Olya gets stopped to utilize troops and materials for the front the reinforcement setting fall short. I saw that the solution is less effective in Odessa as it is a much more spread but part of the harbor could be blocked, the Nuclear reactor solution has a few question marks and both inventions were designed to aid Saudi Arabia and take Iran out of the equation. But they work on Russian principles as such it should work for both. 

Yet, this is not about me, it never was. People don’t consider the larger window. When a near defeated President Putin runs to North Korea for help, what more will he do? Consider that he mobilizes all his troops and North Korea does theirs. Do you think South Korea will be overlooked? The larger setting is that should (being the operative word) be successful, the pressure on Japan grows immensely. Do you think that any dictator (sorry I meant supreme leader) will simply stop at one win? Do you think Ukraine is enough for President Putin? It is this the shallowness how some people think?

The reality is quite different. They see that losses are a mere hinder block to more and they both want more, they both are on the verge of seeing the loss of basic necessities in their countries and they realize that they are now on borrowed time, they both are. They need a decent win to ‘depart’ the scene with the honor of victory and that is where we currently stand. Russia and North Korea never counted on the tenacity of Zelensky and his troops. So where will this go? That depends on the support the Ukrainian troops receive in the near future and that is where we come in, preferably as soon as possible. 

Have a great day in supposedly peaceful resolution.

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February 1, 2025 · 19:19

War of trades

That is what we are facing now (not to be confused with World of Warcraft). Canada is now under the yoke of President Trump and we (all Commonwealth nations) have to unite. It is nice to call that president loopy or crazy, but the hardship is not like that. As I personally see it, it is the first step of a nations that has no options against calling themself broke and the media is as I see it, too stupid to call it out (too used to be the bitch of America is more like it). So what can we do?

First things first. “In 2022, Australia imported $6.45 billion in crude petroleum” part of that sum came from the United States, I cannot tell what part. As such we stop that and we get it from Canada. That takes away the tariff from Canada on that. We see that America went ‘soft’ on that according to the news. Why? They need to, they need oil. Oil they can sell at additional coins. So that stops. As such “The UK imported around 42 million metric tons of crude oil and natural gas liquids in 2023” this was also in part from the United States, so they get it from Canada as well. That implies that Canada is not suffering tariffs on oil. See, that took little time. We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?

Then we get a lot more. For our local needs Australia could become the location for Rum (Bundaberg) and it could be exported to Canada, there goes the American Rum export to Canada. The fun part is that Canada could get its import from Australia and the United Kingdom as well and soon Budweiser is losing its export locations. In other news, Labatt Brewing Company and Molson Coors Canada Inc. would now be the locations of Australian beets. As that setting changes America now has a problem they themselves created. And with the quality of water in America, these brands end up having an honest problem selling their beer anywhere. 

These are of course the some settings. What happens when they cannot get nursing staff, because Canada sets the horn of plenty towards the Commonwealth countries and we cannot send them to America as the Commonwealth have had our fill with their tariffs? What happens when we merely set out to ourselves? You think nurses are easy to come by? What happens when a chunk of IT staff in Microsoft, Amazon, Oracle and IBM gets called back to Commonwealth nations? How will you solve the knowledge base then? These places also exist in Canada, Australia and New Zealand. As such there will be a redesign of staff pressures. And that will (accidentally) coincide with staff requirements in the Middle East (UAE and Saudi Arabia) two places the US can not deliver to as they then sorely lack the staff on such levels. What a tangled web they weaved.

Meat from US in Canada will be replaced to meat from New Zealand, UK, Australia and Mexico (they got the tariff book as well), that implies more from other nations and none from America. Was that what they had figured on? So as American revenue declines and meat will required a downgrade as they suffer exports. So, USMEF has 19 offices and regional representatives in key markets around the world. And soon that will get a massive drop on revenue. Al because they wanted to test their bankruptcy measures on other fields like tariffs. So how much more needs to happen? Meat, Booze, oil and staffing. All going other ways soon enough. How will that leave the America economy? And I reckon Wood does not need to come from America, it does now, we can import from Canada too, as such Canada will need less tariffs to worry about. So who chained the links together? What started as as separate issues now becomes a formidable chain that whacks America over the head as we solve matters internally and for a few issues we could partner with Mexico. All separate issues that were ignored as they were to some too small to consider, but this chain represents billions in goods and millions if trade shipping now about to leave America hands.

Trade wars have a nasty habit of biting bak when the numbers are not in your favor. Canada does not stand alone, the Commonwealth can support it as it should. I do fear for weak links (like Keir Starmer and Anthony Albanese) as they want to appease America. Those days are over and now America has another issue coming its way. It was ‘protected’ by an ocean from China, but in this setting China would get invitations as Australia and Canada would entertain trade talks with China. So how is America sitting now? Oh, and in that setting there is a new setting to Five Eyes, 4 of its members have had enough of President Trump and its loopy vision (possible he needs glasses). And in one instance the CIA loses whatever handle it had on international businesses. Yes, that was a real bright idea. We might lose Palantir as a partner (which is fair enough) yet if you think that China doesn’t have options there, you would be really delusional in your thinking. I reckon that these tariff wars were the Christmas present for China almost a year early. 

All that coming now?
And I saw part of this in under an hour. So how did this escape the American views? A tariff war was the worst setting they could enable. So why did this president not get the Intelligence he needed? 

I reckon there is a lot more and we need to stand firm with our brother Canada. We are the Commonwealth, not a play-toy (or the bitch) of America. We have a population exceeding billions, we eat, we drink and we are merry (at times loopy too). And 2.5 billion represents massive amounts of power, more than the 350 million in America can bring so when that retail power falls away a lot more American businesses will suffer in the process.

Just a little lesson for the reader and consider who you wake up. America is about to learn that the hard way and China likes the setting it is about to exposed to. An Ally that does this to Canada is no ally at all and there are massive consequences with ringing the tariff bell.

Have a great day.

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January 31, 2025 · 20:44

In the mind of creativity

It’s always fun to show the shortcomings of Microsoft and others (Not Sony or Nintendo) and as such my mind created a new piece of IP. In this case I had to make a selection of sets (literally) And that setting took a little flight. In the game you start the game as a child (boy or girl) to make it more than cosmetic the boy and girl will have different abilities. Some will be alike, others decidedly different. Both have a disability. They cannot resort to violence or killing. As such stealth is your only weapon. 

I am still deciding if the first level is all in black and white (for the most) and as I saw it (in my mind)  when looking at important items, they become color when you focus on them. 

In the first mission, the intro mission you were taken by hoodlums, the have your sister (if you play the boy) or vice versa. They want you to steal something and only a child can get passed the blocks that would stop a grown man and it would make then visible to all.

As such the mission is simple. Take the item(s) and get out. Of course there are hints that this will never end, so you have your work cut out for you. This sets out the game and is not very remarkable. So lets add the stages. In level one the setting is the location for Rear Window (1954) with James Steward and Grace Kelly. In all it is close to a perfect reflection of the movie with all the people and as such you have your challenge. Stay out of sight of James Steward with his camera and avoid all other people. The achievements a few per level makes you the envy of Hollywood. As such you need to find a way to imply the criminals and you need to set the police on them (another challenge). So whilst you learn the game, we get to see the setting of observation icons (what others see), and we need to set the stage of where Jimmy is looking at. 

Another level is Petra which was used in Indiana Jones and the last Crusade (1989), but at that point both genders have additional powers. So that is what I ended up with after 2 hours of mesmerizing on what could be. Just a larger setting of gaming. So if you are an indy developer and you do NOT develop for Microsoft feel free to use the idea I set out here. In other thoughts I came up with locations. There is Salzburg, Nijo Castle in Kyoto, Grand Budapest Hotel in Görlitz, Duke Humfrey’s Library at Oxford, Ischia island in Italy, Café des Deux Moulins in Paris, Savoca in  Italy, Bruges in Belgium, and a few others. The idea is to set them in sets for of the age stages of the children. 

In this case I haven’t worked out the details yet for powers and the storyline. I want the storyline to have a twist of some kind and let the story unfold. As you are unable to free yourself from the hoodlums in level 1 you will get different missions and locations than if you are free to see the world. The additional setting if you lose your brother/sister you are more likely to become evil. That gives the game a few iterations to replay the game to get the achievements that you might want to get (some completionists are bound to for that goal) and that is all I got in 2 hours. So do you think that some game makers are innovative (not calling out the one I should). There is a business upside to buy it all, but it is murder on creativity and innovation. And the sneaky one (me) thought it was a good idea that after Microsoft bought some company for $69,000,000,000 (all cash), as such I would hand out free IP to others, so that they do not feel deserted (or ignored). that is my sense of humor in action.

Have a great day

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January 30, 2025 · 13:51

Overdrive, or drive over

That is the setting. We can try to set the premise of DeepSeek (a waste of my time), we can set the premise of Microsoft AI (a waste of everyones time) and yes the 14 billion will have an effect and we can speculate on the 500 billion that StarGate is going to cost and what exactly will be the enabling part. Did anyone consider the ROI of that idea? That prospect will need to make at least 15 billion annual to make it worth. Throwing big printed cash at it will be as useless as the quantitive easing that Mario Draghi promised about a decade ago. Yup, it won’t go anywhere. 

But that led me to a setting many seem to ignore, so lets have the list:

Microsoft 365 Copilot: A monthly subscription that costs $30 per person. Copilot Free is available with the Microsoft 365 Business Basic plan. Copilot Pro is a monthly subscription that offers more advanced features. 
So at present, how many people are on this plan? It seems that Microsoft isn’t to talkative on ‘how successful’ it actually is. We get spread numbers and these numbers doesn’t seem to validate the billions invested.

Azure Machine Learning: A pay-as-you-go service with pricing based on the number of vCPUs. 
Azure AI Search: A service with pricing based on the number of text records or images processed. 

Here I have more issues. You see, we are given “Azure AI. Azure AI provides users with powerful tools that can be used to create innovative solutions using machine learning, natural language processing (NLP), computer vision, and more” How can any machine learning create innovative solutions? If it is machine learning someone else has it already, making it reengineering at best, optionally an innovative patent. I always (perhaps incorrectly) see pay-as-you-go as a dodgy solution. You either commit, or you don’t. 

Computer Vision API: A service with pricing based on the number of transactions processed. 
So, a service based on transaction processing, on that case if the IT department doesn’t throttle its usage there is every chance that an intern could blow up cost as it is happening.

Azure AI Content Safety: A service with pricing based on the number of text records or images processed. 
Azure AI Content Understanding: A service with pricing based on the number of hours of content processed. 

All this is set to a counter (like ConfirmIT) and that is the only company that had a good handle on it, a setting with decades. Now, there is a chance that I forgot a few solutions and that is OK. I am not heading an aspirational setting of academic instance.

You see everyone is on the bandwagon and I am too tired (or too old) to care. The media can’t be bothered unless digital currency is flowing their way. Yet in all this when did you see a clear description of AI solutions in use by Amazon, IBM or Oracle? You see, the DeepSeek issues of the last few days stirred a few minds. They are now also seeking Return on Investment (ROI) and that image is not clear, at least the media seemingly can’t be bothered and the influencers now shouting their wisdom on LinkedIn are also at times tedious and for the most a waste of everyones time. So why Microsoft? I don’t really care about it, but they (and their sickofans) are shouting how good their solutions are, but we see no clear numbers. And at present clear numbers is what the most of the population want. 

Am I wrong?
I doubt it, the signs are there and when we see a small message on the left, the right clearly muffle that sound out. You see Shelly Palmer in IEEE Spectrum writes “As for the 100,000 jobs the project is supposed to create? Some construction jobs will be created as the data centers are built, but many more (millions more) will be created as the data centers come online. We’ve never had a compute cloud like this—there’s literally no way to calculate the economic impact of this amount of AI compute. It will be massive.” I actually don’t know about that. The idea that “there’s literally no way to calculate the economic impact of this amount of AI compute” is as I see it bogus. For 500 billion ($500,000,000,000) I expect more. But at present it comes across like a huge NSA data collection hub. Come to think of it, We could (optionally) get some data from the NSA, Google or IBM. They have experience with really big data centers. So what are those costs? What is the return on investment? And there is the setting of the value of collected data and that will not even have value until lots of data is collected, so lets say by 2030 and all those billions need to show investment value and at present the big-tech market lost over 1 trillion dollars a few days ago. So where is the ROI of all this?

Then we get “There are many tech skeptics, and it has become fashionable to denigrate and vilify big tech. To me, the Stargate Project is the first step in securing the future of the U.S. economy as well as our digital and cyber security. Every business will benefit from the power and promise of AI, and—like it or not, believe it or not—warfare will be dominated by AI. Today, the U.S. has a clear lead. The Stargate Project will help ensure it stays that way.” My issue is that there are always skeptics, I am one to some extent and the words “the power and promise of AI” fills me with dread. It is the included word “promise” and warfare isn’t dominated by AI, the setting pf properly programmed deer machine learning is. It is not AI and it is unlikely to show until somewhere in early 2040 at best (as I personally see it) but the 500 billion is coming out of ‘our’ pockets now. Yes, I know what they say that corporations will push the bill. Yet when this goes pear shaped. They will al put in in a bad bank account and relinquish the debt as a write off, so you, in the end still pay the bill in some way.

Then there is the sentence “Today, the U.S. has a clear lead” do they? DeepSeek is Chinese and their setting blew the rest away, you want to find out what a two-nil for China looks like? You are about to see that in very unrespectful terms. And as everyone is on that so called AI horse no one is investigating it, the media least of all.

In the meantime I will reengineer games. There is at least some revenue in that. And as I saw the reengineering options for ‘Infamous: Second Son’ The Sony firms could get some more coins from an 11 year old game on the PS4. And now there is an option to get it upgraded to PS5. Consider the gaming population. Whomever played in to PS4 (early days PS4) would like the setting on PS5, I tried that original game on PS5 and it plays well. A few minor glitches but that is what happens. The storyline could be upgraded and with linearity removed the game would get a much tougher stance. Then add the ‘cleaning’ of Seattle and we get a more complete game. With the setting to an optional change to Smoke-TV-Neon sequence the game alters a fair bit, and in this the game could also encase the stealth option in the game. Take with that the option to go back to the beginning to free the people from concrete affliction the good and the bad will also alter to some degree and it isn’t merely the good and the bad setting, the larger stage of animosity could reverberate through the game. And I am now looking to a few more games. A setting that I believe is great for Sony in the immediate future. 

Can’t stop a creative mind puzzling on how to make something better, a trick that isn’t possible with Deeper Machine Learning and LLM’s. Have a great Thursday.

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January 29, 2025 · 01:44

And the bubble said ‘Bang’

This is what we usually see, or at times hear as well. Now I am not an AI expert, not even a journeyman in the ways of AI, But the father of AI namely Alan Turing stated the setting of AI. He was that good as he set the foundation of AI in the 50’s, half a century before we were able to get a handle on this. Oh, and in case you forget what he looks like, he has been immortalised on the £50 note.

And as such I feel certain that there is no AI (at present) and now this bubble comes banging on the doors of big-tech as they just lost a trillion dollars in market value. Are you interested in seeing what that looks like? Well see below and scratch the back of your heads.

We start with Business Insider (at https://markets.businessinsider.com/news/stocks/tech-stock-sell-off-deepseek-ai-chatgpt-china-nvidia-chips-2025-1) where we are given ‘DeepSeek tech wipeout erases more than $1 trillion in market cap as AI panic grips Wall Street’ and I find it slightly hilarious as we see “AI panic”, you see, bubbles have that effect on markets. This takes me back to 2012 when the Australian Telstra had no recourse at that point to let the waves of 4G work for them (they had 3.5G at best) so what did they do? They called the product 4G, problem solved. I think they took some damage over time, but they prevented others taking the lead as they were lagging to some extent. Here in this case we are given “US stocks plummeted on Monday as traders fled the tech sector and erased more than $1 trillion in market cap amid panic over a new artificial intelligence app from a Chinese startup.” Now let me be clear, there is no AI. Not in America and not in China. What both do have is Deeper Machine Learning and LLM’s and these parts would in the end be part of a real AI. Just not the primary part (see my earlier works). Why has happened (me being speculative) is that China had an innovative idea of Deeper Machine Learning and package this innovatively with LLM modules so that the end result would be a much more efficient system. The Economic Times (at https://economictimes.indiatimes.com/markets/stocks/news/worlds-richest-people-lose-108-billion-after-deepseek-selloff/articleshow/117615451.cms) gives us ‘World’s richest people lose $108 billion after DeepSeek selloff’ what is more prudent is “DeepSeek’s dark-horse entry into the AI race, which it says cost just $5.6 million to develop, is a challenge to Silicon Valley’s narrative that massive capital spending is essential to developing the strongest models.” So all these ‘vendors’ and especially President Trump who stated “Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies” (source: the Guardian). And with the Stargate investment on the mark for about 500 billion dollars it comes as a lightning strike. I wonder what the world makes of this. In all honesty I do not know what to believe and the setting of DeepSeek the game will change. In the first there are dozens of programers who need to figure out how the cost cutting was possible. Then there is the setting of what DeepSeek can actually do and here is the kicker. DeepSeek is free as such there will be a lot of people digging into that. What I wonder is what data is being collected by Chinese artificial intelligence company Hangzhou DeepSeek Artificial Intelligence Co., Ltd. It would be my take on the matter. When something is too cheap to be true, you better believe that there is a snag on the road making you look precisely in the wrong direction. I admit it is the cynic in me speaking, but the stage that they made a solution for 6 million (not Lee Majors) against ChatGPT coming at 100 million, the difference is just too big and I don’t like the difference. I know I might be all wrong here, but that is the initial intake I take in the matter. 

If it all works out there is a massive change in the so called AI field. A Chinese party basically sunk the American opposition. In other news, there is possibly reason to giggle here. You see, Microsoft Invested Nearly $14 Billion In OpenAI and that was merely months ago and now we see that  someone else did it at 43% of the investment and after all the hassles they had (Xbox) they shouldn’t be spending recklessly I get it, they merely all had that price picture and now we see another Chinese firm playing the super innovator. It is making me giggle. In opposition to this, we see all kind of player (Google, IBM, Meta, Oracle, Palantir) playing a similar game of what some call AI and they have set the bar really high, as such I wonder how they will continue the game if it turns out that DeepSeek really is the ‘bomb’ of Deeper Machine Learning. I reckon there will be a few interesting weeks coming up. 

Have fun, I need to lie still for 6 hours until breakfast (my life sucks).

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January 27, 2025 · 04:22

A call to arms

That is what is in me. Calling you all up to arms. The first issue is Donald Trump, the president of Unites States of bankruptcy. And we see this possibly quite clearly. The first part is (at https://www.cbc.ca/news/canada/buy-canadian-tariff-threat-implications-1.7439117) where we see ‘Why ‘buying Canadian’ isn’t as easy as it sounds’ And we are given “Can shrewd shopping truly help Canada push back on economic threats from the United States? If you believe the rhetoric from some political leaders, every little bit helps — especially if consumers pay closer attention to labels.” I believe we need to do more, we the people of the commonwealth must unite, Canada is our larger brother and the United States of Bankruptcy have no business making claim to it as the 51st state. There is no opportunity as that weasel Kevin O’Leary states. America has to fine ways to raise its economic awareness of go under. And the oil and forests of Canada are not the way. As a commonwealth Australia, India, Jamaica, New Zealand, United Kingdom and the other 8 nations have a duty, yes duty I say to if whenever possible to buy Canadian. As such all American maple syrups go from the shelves right now and are replaced with the real Canadian version. 

Wood and other stuff needs to be bought from Canadian dealers only. It might not be enough, yet tell me honestly when Trump attacks us, should we not respond? If he attacks one of us all with tariffs and we, all 15 replace American goods whenever possible with Canadian, adding to that notion by switching oil by Canada ($11.8B), United Kingdom ($11.4B), and India ($10.8B) from America to Canada, it will hurt America at least 33 billion right there, the other Commonwealth nations might not be the largest customers, but every little bit helps. Oh, and if we all stop American import oil, America can stop crying like a bitch to make oil cheaper from Saudi Arabia, they can now provide for their own oil. 

It might not be enough, but if the dent is great enough, America will think twice with their ambition to annex Canada into America. So as we see “Make sure we send a message to big retailers. Costco, Sobeys, Walmart, Metro and Loblaws. Buy Canadian products.” Our Commonwealth nations could add Coles, Woolworths, Aldi, Co-op, Sainsbury’s and a few others to that list. And this would also benefit the UK. So how much of a dent is needed for America to realize that pissing of the ally they once had was a really bad idea? The second article (at https://www.cbc.ca/news/politics/trudeau-premiers-buy-canadian-trade-war-1.7438587) also gives us in ‘Trudeau, premiers urge shoppers to buy Canadian as country prepares for a trade war’ “As a possible trade war with the U.S. looms, Trudeau and the premiers are now furiously trying to dismantle long-standing internal barriers to make it easier to trade goods and move workers across provincial borders.” And in that case, their brothers and sisters in the Commonwealth should also be heeding the call they face. 

And do not relent, let America face the hardcore upgrade to financial pains by removing massive parts of their income. It is the least we can do. Must of us could get the oil needed from Saudi Arabia and the UAE. This could open additional markets for both sides. As such there could be a call to add Aramco and ADNOC fueled gas stations. My temporary issue is that we see “Our refinery at Lytton (ample) uses crude oil largely sourced from Australia, New Zealand, south-east Asia, Africa, and North America.” As such North America should be rescinded from that list and replaced with oil from Canada, Saudi Arabia and the United Arab Emirates. Ampol has over 1900 locations in Australia and 262 in New Zealand, time to upgrade that list of places. As I said it might not be enough, but in hardship the Commonwealth has such together and our big brother needs out help now. We all should unite and let the baboonish call to make the 51st state a thing of the past. We see that America is also making the call to invest 500 billion into AI and that might be (might is the operative word) the final straw for their collapsing economy. You see there is only one definition of AI and it was handed to us by Alan Turing. Based on his paper 1950 paper ‘Computing Machinery and Intelligence’ (see https://www.turing.org.uk/scrapbook/test.html) 

turingDownload

(source: University of Maryland, Baltimore County (UMBC))

As I see it, what we have now is an exploding predictive analytics model set so verbose that it never learns, it merely sets all the combinations of the set in data. It was a decent solution in 1986 when it was Chessmaster 2000 brought by The Software Toolworks and later after passing several hands until 2009 it was in the hands of Ubisoft. The Chessmaster 9000 was said to have an ELO of 2718. Data formats had evolved, but the larger setting was that the system never really evolved and in 1986 our concepts of data were different. Like some rainbow tables approach to the presentation of data we grew more attuned to the situation, but it still isn’t AI. A predictive analytical model using deeper machine learning and LLM model is of course much better, but it just isn’t AI and the elements requiring AI are not in existence yet. We now know what it should look like and a Dutch Physicist has now proven and shown the Epsilon particle to exist, but it isn’t here yet. For that matter until that evolves into a trinary system we are out of luck and President Trump puts 500 billion in this? This will always go sideways in the direction no revenue will come from and at some points the banks will want to see their revenue. A simple setting that is coming the way of America with no recourse. So yes, I am calling to arms to protect Canada, our Commonwealth brother. 

So why the AI part?
If America is to be set to their decisions, then the folly they employ is also a measurement and a hindrance to success. I do not oppose the effort, but in this ago that a solution is ‘presented’ as the holy grail and the future financial solution, the fact that it will never work at present is also the hindrance for the presented result. I don’t care that Microsoft is plunging billions in this and whilst securing 3.5 million carbon credits. The bigger setting is a joke (as I personally see this) like toddlers playing Texas Hold’em poker. With the pot merely increasing and when you realize that this could cost you the hand and in the case of America their nation. In this I believe it is essential to stand by Canada. We see all these companies vesting their chances and the effort is good, but the risk is theirs at present and now President Trump is making the country the presented bet of a folly hand. And it matters and no one is considering that too much will be lost, not even the media.

The media is not looking (or too little) at the dangers of data poisoning and malicious use of the data train in development. These two settings involve people and there is a near complete lack of verification of data and that could cost us all in time. So whilst America is willing to hedge its bet by presenting a solution that cannot yet exist (or in the near future) we can leave them to their sorry state and hand protection to our brother Canada to keep it secure and out of American hands. As such I call to arms.

Try to have a great day.

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January 26, 2025 · 05:00

Saturation

We know it, we know it very well and we have known about it for 30 years. In the 90’s it was always about getting more revenue and the American companies ignored the fact that markets could get saturated. It was always about getting than next quarter and that 5% more. But the setting on what it was based on was forever ‘changing’ so they could base more on it and for a while that was OK, business was good. But after 10 years you would be doing twice the amount, getting close to twice the leads that your sales pipeline required to have to get the numbers. That is what we ruffled under the carpets but if you got there after 5 years you would be management (and useless to some), but you ‘knew’ the markets. As such I looked at the article at the Khaleej Times (at https://www.khaleejtimes.com/business/realty/dubai-property-market-to-peak-in-2025-prices-for-high-end-villas-to-stabilise) where we get ‘Dubai property market to peak in 2025? Prices for high-end villas to stabilise’ with the extra line “However, many industry executives foresee the real estate market maintaining good growth in 2025 due to sustained demand and the gap between supply and demand.” And it is followed by “Going forward, ValuStrat sees Dubai’s residential market maintaining its upward trajectory in 2025, though at a slower pace, supported by economic growth, rising demand, positive sentiment, and increasing market maturity.” You see, all this is probably (I am not a Emirati real estate mogul, Mohamed Alabbar is). And I created IP (based on what I read in Emirati publication) to add to that pool. So I didn’t create something to replace whatever was, I gave my skull the exercise to create a new channel. At that time Real estate was “I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money.” All things are done in baby steps. How large it would grow was dependent on the application and for me? I reckon that a simple 3% of that revenue would suffice, would you sneer at an income exceeding 20.4 million dirham per quarter?  And that was merely Dubai, once operational, the IP would be many times the investment. It was based on another piece of IP I had designed and it had much larger ramifications. Dubai showed me the impact of adding this sales channel to the larger places where it cold matter, London, Paris, Los Angeles, San Francisco, New York all places where metropolitan saturation was seen. And the forward thinking person had the idea to try and invest in an additional channel would create a wave. Would it work? I believe it would as nearly all Real Estate did the feel and the growth based on one another’s idea. This was a completely new take on selling property. And that is where I was in January 8th 2024 (at https://lawlordtobe.com/2024/01/08/one-side-of-business/) the idea was created almost a year before that and it included  smartwear  that in conjunction of this IP could change the interaction between retailers and consumers. So in January 2024 I saw the article showing me the strides that people like Mohamed Alabbar and Hussain Sajwani made in the United Arab Emirates and when I created the initial IP (for shops) I was focussed on shops. Then I saw the wider application of one side and of course the impact that one foot of commerce could make and now that saturation is coming into play my idea resurfaces in my mind and is still seeing the added pool of revenue. Perhaps the added pool is not the right words, the additional channel of access that is created for consumers. 

As such I reckon that people like these two in this field are looking for ways to keep the call for properties higher for a longer time, which would be perfectly normal.

As such saturation was not an obstacle, it was a moment to show what more could be possible and it is not a replacement setting, it was a way to make a larger appeal to people on the spot. “This is a nice place, is anything for sale here? Where could I live? Can I live here now?” Al questions a real estate consumer has, and now the setting comes at their fingertips. 

That was just another moment of creative innovation on the fly and now I added a new sales channel to a formidable group tycoons who could expand their universal territory. 

What a creative lived we could lead when you let your imagination run free. It was based on what retailers could get in the Internet of things and now it gives Real Estate an extension towards the saturation point. Not a bad day. I earned my muffin for breakfast today. Don’t forget to have fun today.

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January 25, 2025 · 05:31

How does commerce work?

That is at times the question. As I see it President Trump has a flawed nd warped view of one. We get that from the Middle East Monitor, aka MEMO (at https://www.middleeastmonitor.com/20250123-trump-calls-for-1-trillion-saudi-investment-lower-oil-prices/) where we are given ‘Trump calls for $1 trillion Saudi investment, lower oil prices’ And I thought it was an error, but it was not (several publications give me a similar view). The weirdest part is “US President Donald Trump, on Thursday, said he will demand Saudi Arabia and OPEC bring down the cost of oil and will ask Riyadh to increase a planned US investment package to $1 trillion from an initial reported $600 billion” (source: Reuters). And the weird part is set in fact. When we see that USA exports 10.15 barrels of oil daily and IMPORTS 8.53 million barrels of oil, we come to the conclusion that America want cheap oil so that they can get a better margin on selling their oil (which will not be cheaper). So why would Saudi Arabia and Aramco do that? Would anyone do that? As such I think that America is thinking of getting the (speculated) $40,000,000 a day margin to settle their mega trillion dollar debt. It also makes me wonder how close are they to becoming bankrupt? And beside that, they want Saudi Arabia to invest a trillion dollars over 4 years. To be honest it seems like a radical stupid notion to get someone to invest a trillion dollars and lower the price of oil so that Saudi Arabia will be regarded as a friend? Sounds a weird approach to business to me. The quote given is ““But I’ll be asking the Crown Prince, who’s a fantastic guy, to round it out to around $1 trillion,” Trump told the World Economic Forum in Davos, Switzerland. “I think they’ll do that because we’ve been very good to them.”” So exactly how has America been good to Saudi Arabia? Saudi Arabia has not been able to acquire the F35? Whilst Saudi Arabia civilian targets were hit by Houthi Terrorists, America did not come forward to sell necessarily equipment. So how has America shown themselves as a worthy ally?

You see, in my books an ACTUAL ally will aid when needed and supply hardware when needed (and paid for in some cases). There is also the notion that Iran have been circumventing the US Navy in several cases to deliver hardware to Houthi Terrorists, some navy. The funny part that MEMO describes “he will demand Saudi Arabia and OPEC bring down the cost of oil”, so now Saudi Arabia is seen separate from OPEC? OPEC is called that as it is the Organisation of the Petroleum Exporting Countries. So, Saudi Arabia is not part of OPEC? A weird setting as I see it and if America is as broke as it seems to be, it makes some sense, but this would be regarded as a desperate knee jerk move (as I see it).

And on this setting, it has every notion of driving the Kingdom of Saudi Arabia straight into the fold of China and their plans for the world according to China. So how does that help America?

Just a thought to have this lovely Saturday morning.

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January 21, 2025 · 02:38

Openings to your fortune

That was the thought I had. Well, it was part of this. You see last week I saw news in the Financial Review (at https://www.afr.com/companies/media-and-marketing/saudi-arabia-nears-deal-to-take-big-stake-in-foxtel-s-new-owner-dazn-20250115-p5l4gr) and people will think “You and how many more?” And that is a fair view. But think of this “When you are competing with an increasing amount of contenders and when that levy comes crashing down, do you care?” When we see the fires in California, can you afford to be coy or emotionally vested in the needs of others? Good business is where you find it, an old expressions that the crime lord Clarence Boddicker (Kurtwood Smith) threw in our faces in the movie Robocop (1987), but what you mis is that there is a lot of truth in that. When you are trying to make ends meet, does it matter how you got into a place? Does it yield more favor with anyone when the front door seems close and there are people waiting in line, is it that important to ‘join’ them when there is an open patio door to the same location? An entrance is an entrance. So as we see “Saudi Arabia’s sovereign wealth fund is in discussions to take a stake of up to 10 per cent in global streaming business DAZN, a deal that would hand the Persian Gulf kingdom an influential voice in Australian broadcaster Foxtel.” With the added “DAZN, which specialises in sports streaming, is controlled by British businessman Len Blavatnik and last month agreed to buy Foxtel from News Corp and Telstra in a deal it said valued the local group at $3.4 billion.” Now I can be certain that Len Blavatnik might not be interested in my script, but he knows people and the small herring you throw in the pool might get the attention of the big fish you want to come to your side, either as a supporting player, or even in opposition. The price? Optionally a lousy payday for the first script. But if that gives a decent guarantee that scripts 2,3, and 4 come with a (hopefully) decent payday. And now as California is a cinderblock, it also stands to reason that the pool of scripts suddenly falls (close to) dry. Bares thinking doesn’t it? Because as you are trying to make up your mind Canadians in movies are seeing their option clear to now harvest whatever can be harvested.

So why this path? 
Well for me there is a clear option, but there is more you see, as Foxtel changes hands to British businessman Len Blavatnik, we see more than a mere change, we also see opportunity. As Saudi Arabia is setting their hands to the sport section of Foxtel, there will be people who will look at whatever is there?

And now more eyes will be hopefully looking at my script ‘How to assassinate a politician’ (aka Essay), which was written for an Islamic population and now we are off to the races. How many Islamic laced scripts has Hollywood ever delivered? And now that Hollywood s partially out of business, we can hold our heads high and allow the opportunity to make a few coins.

Is it a guarantee? 
Of course it’s not, but until this happened there were little options outside of Dubai Media and Al Saudiya for me and now there is another doorway, hence the patio door will have to do for me (at present). The simplest setting that Kurtwood Smith was offering us, becomes a doorway where the optional coins reside for us. We found business by going via the side door and it might not work. Yet I feel certain that hungry revenue people will get to see it and that is exactly the door I needed. I might have to sacrifice one script for little to get the visibility to offer the other scripts for a nice fee. And the fun part is that Saudi Arabia has its media channels, but with Hollywood (partially) out of commission, they too needs their channels to produce and now they are handed another option to look at, will it work? Does it match the quality they need? Those are questions for tomorrow. Today we (or I) at least got my way onto the premises. And that was the direction of business I needed. 

And with the quote “DAZN has been expanded aggressively, not only agreeing to acquire Foxtel – along with its streaming platforms Binge and Kayo – but also paying $US1 billion to broadcast FIFA’s inaugural Club World Cup competition.” This is not my field, but they will need to fill up spaces and that will be done with reduced options and a cheap script will be exactly what they need, especially as they will need to fill time gaps for Al Saudiya. And if you think that the last paragraph was a negative one, you would be wrong. The article gives us “But Brian Han, an analyst at Morningstar, said he was not optimistic about Foxtel’s prospects. In a note to his clients last month, he said the broadcaster was “burdened with expensive sports rights and mired in the ever-competitive streaming space against the global digital behemoths”.” You see, he has a point if you think of the way everything has worked all this time. It might have BEEN about “expensive sports rights” but Saudi Arabia has between now and 2030 a massive caliber of options, and that is all Saudi terrain. Trojena will have its own ski slopes, skating rings and so much more, all Saudi. Then there is Sindalah for the water sports. And I cannot even begin to fill the idea of The Line and all will have thousands of people who need to be entertained. I think that a lot of people haven’t even begun to consider how big the transition to Saudi Arabia will be. As such getting in there first has an enormous amount of options for the eager person seeking transition. And for the ones who missed it, when you get access to one it should open up to both (via Saudi Arabia). And that is before you consider that Bangladesh has 150.36 million muslims. That is 4 times the size of the Saudi population. Do you think that Saudi Arabia isn’t looking to service their shows in Bengali? I saw that option years ago, now it is time to seek if it has options for me as well.

So whilst the rest of the world is seeking to unwind their hatred for President Trump, I’ll be seeking the options I can see for good business.

Have a sunny and wonderful day.

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