Category Archives: Finance

September 13, 2024 · 05:31

As the walls start to crumble

Yes, this is a little speculative, but the story is not. I just learned of the BBC story that they released 4 hours ago, 17 hours after I wrote the previous story. The BBC article (at https://www.bbc.com/news/articles/cq82852kkz8o) is giving us ‘Microsoft lays off more gaming staff in new cuts’ with the subtext “It laid off 1,900 staff in January and, in May, closed four studios bought before its purchase of Call of Duty maker Activision-Blizzard”, as well as “He said the decision to cut more jobs – about 3% of its gaming staff – was made “as part of aligning our post-acquisition team structure” and organising the business “for long-term success””. The ‘he’ in this story is Phil Spencer, and that long-term success? As I personally see it Microsoft will implode within the next 30 month, so that long term is relatively short (as I see it). And as for the layoffs being towards post-acquisition team structure. That might be the intention, yet the issue remains that the interest alone on a $69,000,000,000 purchase should be no less then 4.5 billion dollars and the gaming stage brought Microsoft (according to several sources) no more than 2 billion dollars. As such Microsoft is coming up short around 50% of the interest alone and that is before we factor in what more is needed to take care of the principle. And as Microsoft is dealing with all kind of fines and several angry people suing for what they think they are due, the numbers will not come up nice, more like tainted and covered in blood covered red. We then get “Xbox boss Mr Spencer told gaming website IGN he was expected to run a “sustainable” gaming business and show growth during a June interview”, so what does this Spencer person think what ‘sustainable’ means? In my book it means able to be maintained at a certain level, and how does that work when you lay off over 2000 people? Support? Managers? One gives relief to hardship and buggy environment to the customers (something that Microsoft is intimate familiar with) and the managers are often the creative part of the company and they have had the ears of their staff. Now these fired people could optionally use my freebees and create these games on NON-Microsoft systems. Giving Microsoft even more hardship. A game that makes perfect sense in the business mind of Microsoft, but gaming is mostly art and that is a setting that they seem to misunderstand. I like it when the unworthy give me resources and tools that can be used against them. Karma tends to be a bitch. The quote we see is “In its latest finance report Microsoft said its gaming revenues had increased, mostly due to its ownership of Activision-Blizzard, which also produces World of Warcraft, Diablo and Overwatch” what we do not see are the issues that Diablo 4 still has (on whatever system). It might have been the big cash cow (over $666M in the first 5 days) but what did it cost to develop Diablo 4? It took 6 years, that is nearly all we know about it and Microsoft is really happy to hide a lot of numbers and merely focus on the good stories which is to be expected, but as we now see that thousands have been cast out, there is every chance that these people could become their worst competitor and not in a good way. Another setting is seen (at https://www.inverse.com/gaming/xbox-enotria-delay-microsoft-ps5) where inverse tells us ‘Enotria Is Just the Latest Game to Hit A Mysterious Snag With Its Xbox Launch’ with the byline “Something’s amiss at Microsoft”, I think that it is a lot more. How is it possible that Phil Spencer can smilingly visit the board of directors as we are given things like “it was canceling the Xbox release of HAAK. According to the developer, it spent over 14 months attempting to register the game for release on Xbox, when it estimated it needed only about two weeks of porting work. However, bugs in Microsoft’s Partner Center and Support site prevented it from applying”, as such I wonder, when a we see registration issues and bugs. What is Microsoft doing, or better asked, not doing? 14 months? There seems to be an increasing issue with transparency and in gaming it is damaging, as such what is Microsoft doing? I see it as a setting where the walls come crumbling, but what if I am wrong? What if Microsoft has a more insidious plan? I have no idea what it is and I have no clue what they are doing but there is a setting where Microsoft is all about all games online and in the cloud. So what happens when gamers are all controlled from a singular place? I have no idea what is going on, it was a mere speculation, but the increasing amount of issues (including bugs all over the place) does not fill me with comfort. Consider this and wonder why they were willing to pay 69 billion, all whilst there is a lack of revenue. There is more going on and I think it is becoming more and more imperative to create games on OTHER systems and bleed Microsoft dry. The other part is that the (speculated) intentional lack of clarity in regards to the numbers we see reports of 160% year on year growth, but with gaming it is merely based on the next game and so far quality has been lacking. The failures that Redfall brought, the lack of issues in Starfield is one side, the lacking sales of the Xbox is the other part. When you see the list of issues we must understand that there are plenty of intelligent people at Microsoft, so what is this about? We can wait to find out, or we can create a wave of excellent games and give the gamers an option to select the Amazon Luna, the Sony PS5 (PS4 too), the Nintendo Switch or the Tencent Handheld as their new home. At this point China becomes a contender in the gaming industry. That should be a hard sell to the US government, would it not be? As such I set the gaming IP I designed as Freebee to non-Microsoft systems. I might not know what Microsoft is up to, but I do know that they are greed/revenue driven, and as such I know what would hurt them and should Kingdom Holding accept my offer the hardship of Microsoft merely increases. A nice way to end my career, by partially saving the gaming world (a bit presumptuous perhaps). Microsoft should never have done what they did, they wanted to become absolute ruler and that didn’t sit well with me, a such I created IP and stories for game developers. The one rule was, ‘not for Microsoft systems’. Making the ideas public domain made the most sense to me. Or as Frank Herbert wrote in 1965 ‘He who destroys a thing, controls a thing’ as such I went to work. Now I believe that the BBC is merely handing me a partial confirmation (as I see it) that I was right all along. When the staff leaves it becomes a problem. 

Oh and as this becomes a new reality, China gets a real chance to pick up hundreds of people with a good grasp of gaming. That is merely my point of view and I could be wrong. 

Have a great day, the day before the weekend. 

Leave a comment

Filed under Finance, Gaming, IT, Science

Tagged as , , , , , , , , , , , , , , , , ,

September 12, 2024 · 06:18

The attention an idea gets

That was a little bit of a spark that the Middle East Monitor gave me last week. I wasn’t sure if and how to pick this up. The article (at https://www.middleeastmonitor.com/20240905-what-could-saudi-arabias-first-aaa-game-be-like-following-chinas-success/) starts with ‘What could Saudi Arabia’s first AAA game be like, following China’s success?’ The subtext that stopped me was “Within just three days, “Black Myth: Wukong” shattered records, selling over 10 million copies and reaching 18 million within two weeks, with lifetime sales projected to reach up to 30 million. The game also achieved a peak concurrent player count of 2.2 million worldwide and has overtaken “Cyberpunk 2077” as the most-played single-player game on the online distribution platform Steam.” It shows one part that I have been saying for a long time. You see, the people have basically had enough of a repetitive Ubisoft and their umpteenth version of Assassins Creed, FarCry, Watchdogs and so on. 

As such there are hundreds of thousands of gamers who will eagerly pick up an original feeling game and Black Myth: Wukong addressed that feeling. It is yet another side to what I claimed over the last two years when I put original IP on my blog for the eager developer. It was theirs to use. People want original games, a feeling of novel and new and I gave the (eager developing) audience a new system and the storyline to a new approach in gaming. Actually I did a little more than that and again I am seemingly proven correct (yet again). And when some developer takes the ideas I stated here and takes an interest in being original They could go to town on branders like Ubisoft and Bethesda. You see, Microsoft is playing it very careful now. If they push Bethesda too much they lose that brand as well. They first thought they had the bong of happiness with Redfall. At present the game is reviewed as “it faced poor to middling reviews and lost thousands of players in just three days. Currently, it’s one of Steam’s most poorly-rated games due to extremely buggy performance, incredibly stupid AI, lack of matchmaking (in a co-op game!), and a whole other host of issues” and this view was given whilst the game is out now for over a year. Microsoft knows that they banked too much on their arrogance and now they have only have Bethesda left (at present) with some credibility. And Bethesda earned this credibility. Skyrim released on 11.11.11 still holds up as one of the most engaging RPG games in the field. They lost a lot of credibility with Starfield (a 60% game) only for Microsoft systems and even as the people got news that things were coming, the game has been out for a year. We now get ‘While Some Players Are Still Finding Starfield’s Gameplay Frustrating, Others Are Taking Issue With What Fans Are Creating For The Game – And How Bethesda’s Handling It’ (source: ScreenRant) as such Bethesda has basically one arrow left at present. The elder Scrolls and Microsoft knows that this needs to be a hole in one. As we see “The Elder Scrolls 6 is expected to be released sometime during or after 2026”, this might speculatively become their own Swan Song. Not bad for a $7,500,000,000 investment (nyuk, nyuk, nyuk). Activision Blizzard is (as I see it) another decent failure. We get that the annual revenue in 2021 was $12.10B, all whilst Statista reported “In the second quarter of 2023, Activision Blizzard’s net income amounted to 587 million U.S. dollars” (one source gave me US$1.51 billion (2022) of net revenue), you might think this is good, but Microsoft acquired this baby for $69,000,000,000. As such the annual interest of a loan that big is more than the net revenue of that firm (I predicted this well over a year ago as much). This all has impact. At present Microsoft has an immense losing streak in gaming (I truly hope that I am contributing to that). As such I handed original IP to game developers making the hardship worse for Microsoft and now they merely have the one final arrow of Bethesda left, which is expected somewhere in 2026. As such these factors all have impact. You see Black Myth: Wukong is one part (I had absolutely nothing to do with that) for the Kingdom of Saudi Arabia, referred to in the article has options. There is Scheherazade’s 1001 nights. I put a few issues out in the open. The idea of an RPG all based on the Arabian life and challenges. There was an option I considered to use an RPG game to promote Islam (for all people) with teachings in the game. There could be an option to take another look at Peter Molyneux’s Magic Carpet now that the systems are a lot stronger than the first Playstation, as such you can increase more than graphics. The game play could be taken to a new stage and the intensity of the game could be set to 11 (as the saying goes). Those are merely a few mentions that the Kingdom of Saudi Arabia could entertain and I made reference to at least two more games in a relaunch/remaster and refitted vibe. All settings I made mention of over the last two years alone. 

But it is not all sunshine for the Kingdom of Saudi Arabia. You see it has an uphill battle as the Middle East Monitor states with “As a non-Western, non-Japanese contribution, the game faced extensive media scrutiny ahead of its launch, including “controversies” over alleged sexism within the development studio, government censorship on politics and feminist propaganda, and some technical issues upon release”, there are a few items. I will state that the accusation of “alleged sexism within the development studio” is pretty much bogus. All the development studios are dealing with these ‘kids on the block’ issues as the saying goes. And government censorship? I need to see this to make it count, but I state this as the Middle East Monitor did. 

I think that the biggest challenge for Saudi Arabia is to bring something unique. They have the area and the landmarks, but the other players (Japan, USA, Canada) have had the singular field of gaming, as such it is important to bring something unique. I believe that this is possible as Black Myth: Wukong made it happen. Still, it will be a challenging field. Making something look Arabian has been done and Ubisoft with AC: Mirage pulled it off. So it is just as important to have a unique Arabian voice, look and gameplay. Still, there is something to be said for a new Magic Carpet (from Bullfrog) now that the hardware is 3,500 times more powerful there is a lot of achievement open to the audience. There is an additional field with Arabian lore (which I explore in my created script ‘How to assassinate a politician’) and there is more to do. You see I still believe that RPG is the most true game environment. I have nothing against other modes. But the RPG field can be utilised or used to create another type of game, optionally based on this new RPG. 

As I see it (and as Black Myth: Wukong proves) it is more about being original. There will always be some gamers that yearns for a certain game style, but the masses want originality. You see, a lack of choice only works for some time. In this an Arabian game could be good, but it is important that all the right characters are dotted and crossed (as in the I and T). That is a first essential need for any game to make it to the release stage. Then there is the music, here Saudi Arabia has an advantage. There is a lot unknown to us and as such there should be plenty of options. Then there is the additional idea. For example Saudi Arabian developers could use existing locations to create another setting. Whether this is a addition to a new Division game, or a Die Hard touch towards a shooting game. And another idea is to use Tahlia Street (aka Prince Mohammed bin Abdulaziz Street) as the backdrop of a variation of ‘Where in the world is Carmen Sandiego’ But now a realtime challenge to find the person that is trying to evade capture. Your only aid is his/her digital trace that you have access to. That could actually be a multiplayer approach where the mouse (aka criminal) and the cats (aka authorities) and the cheese dealers (contenders for the mouse empire) have to capture this so called mouse. With the stage that capture the wrong person makes you a target for arrest and there is the ring race. The mouse is rated on time it took them to evade capture and the others on the this it took them. And with that location completely mapped out it becomes a nice rat race (for the mice involved). I don’t think this has ever been done before to this degree and there is the rub. I just took this thought to a new level as I was writing this. So why can’t some of the existing developers come up with this? Think about that and as you try to figure this out consider that this is an optional new world with over 150 million possible new gamers. You can become a copy of what is, or come with something new, some version of an old game but now in a way never done before. And I have done that before, I considered a new version of Murder on the Zinderneuf and I made it into a 3D version of the game with interactions as well as imbuing it with elements of Iron Helix (1993). So there is a world of new IP out there. Now consider how much new IP Microsoft got for their $70,500,000,000 and what you could use (from what I have written here) without spending a penny. And the Kingdom of Saudi Arabia has a lot more to offer, Lore, Myths and a few more challenges. All that could create the new generation of games and gaming. The crowds are hungry for original gaming IP and the current player have very little to offer. Feng Ji might have come here first as the new player, but that does not stop Saudi Arabia from heralding their own chapter of gaming to the world of gamers.

Have a great Thursday, The weekend is now one day away (plus an additional 8 hours of work).

Leave a comment

Filed under Finance, Gaming, Media

Tagged as , , , , , , , , , , , , , , , , , , ,

September 9, 2024 · 22:27

The other Palette

This is the setting I switched to. From Microsoft (too much issues) to a nice palette. Not to paint, but if the painting on an easel is the current version of a game. 

There is another version, ‘my’ improved version. You see between 1985 and 2000 Atari (with their Atari 800 and Atari ST) and Commodore (with their Commodore 64 and Commodore Amiga) launched 10,000 games. Now if we only look at the top 10% of these games we end up with 1000 games. I am guessing that 50% has some level of IP protection (still an optional path) but 50% have no protection at all. That was what I was trying to tell Kingdom Holding. It is a path to about one third of the path to a 5 billion dollar annual revenue. And I recently completed the thought of a fourth game to relaunch. Consider that Microsoft with their 23 development houses have 2000 games. This path would gain 50% of that marker and Microsoft isn’t doing good (they will be in denial) and in that same setting, I got another idea. The top 10% are all set to a rating or 80% or better. This could be done with a lot less people and when the first two dozen games are out their streaming solution would only pick up more and more. The first stage would be reached with a setting of 50 million consoles. So as we were given “As of August 2024, lifetime unit sales of Xbox One consoles in North America reached nearly 33 million, while in Europe, lifetime unit sales surpassed 12.8 million. In total, nearly 58 million Xbox One units have been sold worldwide as of August 2024.” And my idea would equal that within 2 years. It took Microsoft 11 years to get to this and within 4 years I would have surpassed them. And that is just for starters. I speculatively (it remains speculation, not presumption) see the 100 million surpassed within 4 years. It would set this new console on the level of Sony and Nintendo. I personally (wishful thinking) see the new system equal the Nintendo Switch and the Playstation 2 in half the time they needed. This isn’t grandiose posturing. The path was made by them and now I see the option to reap the rewards. Either via Kingdom Holding or via Tencent, hoe doesn’t matter. I still see the vision of handing Phil Spencer the wooden spoon. He’ll end up dead last in a race he never really understood and as Microsoft enters more and more hard times divisions of Microsoft keep on being hollowed out. My work becomes increasingly easier. 

So at this point it is largely a stage where my brain sets the premise of how to set the look of these games, not by ‘rad looking’ graphics, even though they will be a lot better. But these games it was largely about playing and the joy of playing. These ‘game makers’ are all about advertisement money. They all advertise ‘no wifi’ or even more ludicrous ‘no payments’ whilst they merely set the premise to another fitting. Pay to win, disguised as an clever way to pay to grind. How disappointing. I do not blame them. Too many gamers nowadays are delusional falling into a trap and that tend to be demoralising. My idea was handed before in this blog and a few people picked up on this, or they had exactly the same idea (I cannot prove how they got there) but that is fair enough. So I decided to remaster in my mind these games and I got game 5 to a second setting of the master version. I will keep these thoughts offline. I initially had the idea for Google, but 3 days later they dropped the Stadia, so basically Amazon (Luna) and Tencent (handheld) remained. Tencent has a satisfying bonus. These high and mighty captains of industry would have surrendered another industry to China. And they do not have a lot left to work with.

A simple setting that I solved three years ago, and they were all blind to what was staring them in the face. Soon I will have to write more about the solution I had for malls. Another path that a few corporations (like Google and Amazon) overlooked. That is fair, you can only run an industry when you have bright developers falling asleep on the job and when waking up they have that spark with a new idea. A never ending stage of deadlines tend to be debilitating in the end. 

So how does these two link? 

The idea I had came to me three years ago (and I wrote about it here) and in that time I merely revamped these games with more and more improvements, this is not against those games. Some of these games were launched before 1990 and I had 30 years to spin a few webs combine that with the graphic improvements we have now and the versatility of the hardware and we get an estimated 250% better game. And the captains of industry (specifically Microsoft) never looked beyond the spin hype they themselves created. A simple example Richard Garriott created the Ultimate series, ahead of its time and When you recreate Ultimate 4, Ultimate 5, Ultima 6 and Ultimate 7 on an Elder Scrolls Oblivion shoe anvil, there would be millions of gamers reset to this storyline. You see, the storyline of these games were perfect, the location (a whole world) was perfect and the setting we see with the virtues and the stones, mantras and a few setting more was perfect. I got hooked on Ultima 3 (Exodus) in 1984. This game never lost its appeal, not in 40 years. The games 4,5,6, and 7 have a very similar map and the fact that you play with a party of 8 people gives it even more bang. That is what Bethesda could never deliver (they were not trying to). Microsoft overlooked one of the greatest RPG IP’s EVER created and that is merely the tip of the iceberg. 1984 was a marvel in more than one way. The other game was Elite, now called Elite Dangerous by David Braben and he did something amazing. That is the stage Microsoft overlooked as well (or Braben was way ahead of them) and there are dozens more games that could fit the new bill on streaming systems. Another game from those days was Boulder Dash. Upgrade the graphics and you should have an amazing relaunch. That is the simple setting that still hold sway after 40 years. And you wonder why I think that these people were asleep at the wheel? Another stage is that with 2 games the fighting ring could be transitory. And there is space for Kingdom Holding (or Tencent) to enter this field as the current ‘captains of industry’ are seemingly about the “worst decisions of their career” whilst I showed up to three years ago showing that it was already a lot worse. 

So what more can be done? I am not sure, I send the notion to both Andy Jassy and Al Waleed bin Talal Al Saud, but I had no response. I am not surprised they both probably get hundreds of people saying that they had the golden idea. And now I get to address Tencent Holding. Not sure how that pans out, but the thought of a 5 billion revenue (annual) might appeal to them (if I get paid that is). I have no illusions that I might merely make 1%, but that still amounts to $50,000,000, as such I would not complain. Still the idea of asking for 1% of the revenue for 20 years seems more on point (for me that is) and if so I shall make the mall solution public domain. 

If you look back in my blogs for these three years you will find a lot more, including the stage for a completely new RPG, with original ideas and a few stages I considered during me Oblivion playing days. As well as a completely new IP on RPG that hd not been done before. Including a setting between two worlds which was a little based on the idea Stephen King gave me from the book The Talisman. It was one way of traversing locations. Not a copy of his idea, merely the premise of his approach. All these things I see (in my mind) and game developers never caught on what else they could do. They merely went for ‘looking cool’ whilst wannabe gamers stood in a doorway keeping everyone else out. Oh, what a lovely stage. That is what passes for game developer? Wanting to be cool with multiplayer games all whilst plenty of people (a majority) where happy in single player mode). I still think they did this so that they never had to properly develop clever NPC programming. As such I even surpassed that when I came up with a setting though IP created by Vint Cerf, he merely saw the business need. I saw a whole new approach in gaming and as such his ‘IP’ should be open to me. Another path Microsoft overlooked. They merely bought Bethesda and thought that their problem was solved. I took one look and thought “Oh, perhaps I could do this?” One thought was all it took. So, where is Microsoft now? I reckon by 2026 on a whole new plane of problems (if they still exist by then). For tomorrow I need to write in protection (if protection is the right word) of Google, the BBC forced me to go nuts on my keyboard. Google deserves someone who stands up for them as well, although I feel certain they have that in hand. I merely want to give my support on that cause.

Nearly time for another Jalapeño sandwich with cheese. Have a great day.

Leave a comment

Filed under Finance, Gaming, IT

Tagged as , , , , , , , , , , , , , , , , , ,

September 8, 2024 · 01:09

Poised to deliver critique

That is my stance at present. It might be a wrong position to have, but it comes from a setting of several events that come together at this focal point. We all have it, we are all destined to a stage of negativity thought speculation or presumption. It is within all of us and my article 20 hours ago on Microsoft woke something up within me. So I will take you on a slightly bumpy ride.

The first step is seen through the BBC (at https://www.bbc.com/worklife/article/20240905-microsoft-ai-interview-bbc-executive-lounge) where we get ‘Microsoft is turning to AI to make its workplace more inclusive’ and we are given “It added an AI powered chatbot into its Bing search engine, which placed it among the first legacy tech companies to fold AI into its flagship products, but almost as soon as people started using it, things went sideways.” With the added “Soon, users began sharing screenshots that appeared to show the tool using racial slurs and announcing plans for world domination. Microsoft quickly announced a fix, limiting the AI’s responses and capabilities.” Here we see the collective thoughts an presumptions I had all along. AI does not (yet) exist. How do you live with “Microsoft quickly announced a fix”? We can speculate whether the data was warped, it was not defined correctly. Or it is a more simple setting of programmer error. And when an AI is that incorrect does it have any reliability? Consider the old data view we had in the early 90’s “Garbage In, Garbage Out”. Then. We are offered “Microsoft says AI can be a tool to promote equity and representation – with the right safeguards. One solution it’s putting forward to help address the issue of bias in AI is increasing diversity and inclusion of the teams building the technology itself”, as such consider this “promote equity and representation – with the right safeguards” Is that the use of AI? Or is it the option of deeper machine learning using an LLM model? An AI with safeguards? Promote equity and representation? If the data is there, it might find reliable triggers if it knows where or what to look for. But the model needs to be taught and that is where data verification comes in, verified data leads to a validated model. As such to promote equity and presentation the dat needs to understand the two settings. Now we get the harder part “The term “equity” refers to fairness and justice and is distinguished from equality: Whereas equality means providing the same to all, equity means recognising that we do not all start from the same place and must acknowledge and make adjustments to imbalances.” Now see the term equity being used in all kinds of places and in real estate it means something different. Now what are the chances people mix these two up? How can you validate data when the verification is bungled? It is the simple singular vision that Microsoft people seem to forget. It is mostly about the deadline and that is where verification stuffs up. 

Satya Nadella is about technology that understands us and here we get the first problem. When we consider that “specifically large-language models such as ChatGPT – to be empathic, relevant and accurate, McIntyre says, they needs to be trained by a more diverse group of developers, engineers and researchers.” As I see it, without verification you have no validation and you merely get a bucket of data where everything is collected and whatever the result of it becomes an automated mess, hence my objection to it. So as we are given “Microsoft believes that AI can support diversity and inclusion (D&I) if these ideals are built into AI models in the first place”, we need to understand that the data doesn’t support it yet and to do this all data needs to be recollected and properly verified before we can even consider validating it. 

Then we get article 2 which I talked about a month ago the Wired article (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) we see the use of deeper machine learning where we are given ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’, yes a real brain bungle. Microsoft has a tool and criminals use it to get through cloud accounts. How is that helping anyone? The fact that Microsoft did not see this kink in their trains of thought and we are given “Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers” a simple approach of stopping the system from collecting and adhering to criminal minds. Whilst Windows Central gives us ‘A former security architect demonstrates 15 different ways to break Copilot: “Microsoft is trying, but if we are honest here, we don’t know how to build secure AI applications”’ beside the horror statement “Microsoft is trying” we get the rather annoying setting of “we don’t know how to build secure AI applications”. And this isn’t some student. Michael Bargury is an industry expert in cybersecurity seems to be focused on cloud security. So what ‘expertise’ does Microsoft have to offer? People who were there 3 weeks ago were shown 15 ways to break copilot and it is all over their 365 applications. At this stage Microsoft wants to push out broken if not an unstable environment where your data resides. Is there a larger need to immediately switch to AWS? 

Then we get a two parter. In the first part we see (at https://www.crn.com.au/news/salesforces-benioff-says-microsoft-ai-has-disappointed-so-many-customers-611296) CRN giving us the view of Marc Benioff from Salesforce giving us ‘Microsoft AI ‘has disappointed so many customers’’ and that is not all. We are given ““Last quarter alone, we saw a customer increase of over 60 per cent, and daily users have more than doubled – a clear indicator of Copilot’s value in the market,” Spataro said.” Words from Jared Spataro, Microsoft’s corporate vice president. All about sales and revenue. So where is the security at? Where are the fixes at? So we are then given ““When I talk to chief information officers directly and if you look at recent third-party data, organisations are betting on Microsoft for their AI transformation.” Microsoft has more than 400,000 partners worldwide, according to the vendor.” And here we have a new part. When you need to appease 400,000 partners things go wrong, they always do. How is anyones guess but whilst Microsoft is all focussed on the letter of the law and their revenue it is my speculated view that corners are cut on verification and validation (a little less on the second factor). And the second part in this comes from CX Today (at https://www.cxtoday.com/speech-analytics/microsoft-fires-back-rubbishes-benioffs-copilot-criticism/) where we are given ‘Microsoft Fires Back, Rubbishes Benioff’s Copilot Criticism’ with the text “Jared Spataro, Microsoft’s Corporate Vice President for AI at Work, rebutted the Salesforce CEO’s comments, claiming that the company had been receiving favourable feedback from its Copilot customers.” At this point I want to add the thought “How was that data filtered?” You see the article also gives us “While Benioff can hardly be viewed as an objective voice, Inc. Magazine recently gave the solution a D – rating, claiming that it is “not generating significant revenue” for its customers – suggesting that the CEO may have a point” as well as “despite Microsoft’s protestations, there have been rumblings of dissatisfaction from Copilot users” when the dust settles, I wonder how Microsoft will fare. You see I state that AI does not (yet) exist. The truth is that generative AI can have a place. And when AI is here, when it is actually here not many can use it. The hardware is too expensive and the systems will need close to months of testing. These new systems that is a lot, it would take years for simple binary systems to catch up. As such these LLM deeper machine learning systems will have a place, but I have seen tech companies fire up sales people and get the cream of it, but the customers will need a new set of spectacles to see the real deal. The premise that I see is that these people merely look at the groups they want, but it tends to be not so filtered and as such garbage comes into these systems. And that is where we end up with unverified and unvalidated data points. And to give you an artistic view consider the following when we use a one point perspective that is set to “a drawing method that shows how things appear to get smaller as they get further away, converging towards a single “vanishing point” on the horizon line” So that drawing might have 250,000 points. Now consider that data is unvalidated. That system now gets 5,000 extra floating points. What happens when these points invade the model? What is left of your art work? Now consider that data sets like this have 15,000,000 data points and every data point has 1,000,000 parameters. See the mess you end up with? Now go look into any system and see how Microsoft verifies their data. I could not find any white papers on this. A simple customer care point of view, I have had that for decades and Jared Spataro as I see it seemingly does not have that. He did not grace his speech with the essential need of data verification before validation. That is a simple point of view and it is my view that Microsoft will come up short again and again. So as I (simplistically) see it. Is by any chance, Jared Spataro anything more than a user missing Microsoft value at present?

Have a great day.

1 Comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , ,

September 3, 2024 · 19:37

The Saudi Dissent

There is a premise, the utter need of the so called utter mighty to be kept in check. That is not a new saying, it goes back to the days of the roman empire. Some refer to this as ‘power corrupts, absolute power corrupts absolutely’ This is to a larger stage true for all christian based governments. As first piece of evidence I would like to submit the Treaty of Clermont 1094, it set the beginning of the crusades under Pope Urban II. There are examples that go deep into the Roman Empire days with one year having 4 Roman emperors. But this example is the setting we get from a derivation of that saying, but more stated as ‘power corrupts, wannabe powers corrupt a lot quicker’. This is the premise and with this we get to the BBC (at https://www.bbc.com/news/articles/c4gz8934wrro) The piece has a setting of baloney (as the phrase goes) and with “We were surprised that there was a royal decree to allow the ground interventions,” Jabri says. “He forged the signature of his dad for that royal decree. The king’s mental capacity was deteriorating.” It is a stage where I left the article for the most, but as we now see this being copied all over the western media. It is time to take up the baton calling the media on their BS. You see, what evidence is there? Is it Saad al-Jabri? He is both an alleged traitor and alleged thief. For this I need to take you back to another article I wrote in 2020 (August 11th) in ‘The 51st State’ (at https://lawlordtobe.com/2020/08/11/the-51st-state/), I had an issue with him then. The media never caught on it seems. The first was the quote

Gulf News (at https://gulfnews.com/world/gulf/saudi/report-fugitive-saudi-official-misspent-11b-in-government-funds-1.72662340) gives us ‘Fugitive Saudi official misspent $11b in government funds’, and lets face it, if I walked away with $11,000,000,000 I would move to Canada, buy the Edmonton Oilers, or the Calgary Flames, buy a nice mansion in either city, train to be their goalie and live the life until I die. It is a plan, not a plan everyone will embrace, but I like that plan, especially if I have that much money.

We then get :

Oh, and the quote gives is “Al Jabri, a 61-year-old with a doctorate in computer science, was the virtual No 2 in the Saudi Interior Ministry, which was run for years by Mohammed bin Nayef. Al Jabri ran a special ministry fund that mixed government spending on high-priority antiterrorism efforts with bonuses for himself and others, according to documents reviewed by the Journal and interviews with Saudi officials and Al Jabri’s confidants,” the WSJ report read”. In all this and in fact of that accusation of corruption and through that (as well as) “spending on high-priority antiterrorism efforts with bonuses for himself and others”, who else was paid? So in this, how much investigation was done by the FBI, for did they allegedly acquire enough self-funding to be above the law? I am merely asking!

This should have given us the setting that we need to dissect anything the man gives us especially as there is a realistic chance that the Government of Saudi Arabia has a sore feeling about the west being a speaking platform for people like that. If there was ANY evidence, we were not given it and that stage has been around for over 4 years (at present)

Then we get to 2021, the eighth of December in ‘Six of one’ (at https://lawlordtobe.com/2021/12/08/six-of-one/) There we get a few items, like

So as some might remember “Aljabri gained worldwide attention last year when he filed a lawsuit in U.S. District Court in Washington, D.C., alleging he had been the target of a failed assassination plot orchestrated by Mohammed bin Salman”, an assassination attempt? In Canada? So why is the US courts involved? Why is this not set in Canada? Then we get “Sakab Saudi Holding Company, “had no operational business” despite receiving $8 billion US in government funding and was used “almost exclusively” as a vehicle to funnel money to the other companies”. My issue here is not merely whether this is on the up and up, it is happening under the noses (optionally with blessing) of the CSIS, this is an Unites States setting (with $8,000,000,000) and it is happening in Canada. 

As well as:

what we get is “he made at least $385M — and says there’s ‘nothing unusual’ about it”, really? Last time most people made a mere few millions, close to every tax agent within 50 miles came calling for a cup of coffee, but then I must have forgotten about the US and their $8,000,000,000 investment opportunity.

Now we get the first bullet (as the saying goes), these interviews are 4 years old, at no time was there a mention of forged signatures. And this was after 4 years of Yemeni atrocities by Houthi terrorists. So I have issues. Is this some drip-drip intelligence setting? If so, the US and its CIA, as well as the NSA have been sleeping at the wheel and this in pushed onto CSIS territory. 

He did more interviews, as far as I remember the Toronto Star, the BBC, CBC and Wall Street Journal. They all dropped the ball on journalism and now the Times is following them. I have an issue with an alleged criminal with these transgressions to get such a speaking platform. Now, there could be a case that there is evidence and I think that this needs to be shown. Oh, and I have some jealousy issues with any governmental person gets to go home with well over $385,000,000, we all would have that. Perhaps a little more transparency by the CIA would have helped that these positions of government have such pay checks. It as that simple a setting and the CIA should have seen that. These simple ad-hoc statements without evidence is something the media should know better that to merely accept them. It gives the nasty vibe that they are doing the work of governments making Saudi Arabia look bad. It is somewhat of a repetition that Clermont give us in 1094. Didn’t we basically went on a pilferage there, calling it pilgrimage? That was over 1000 years ago and we are still seeing the fallout from that event.

In a ‘fair’ space Saudi Arabia might decide to lower the delivery of oil to Europe and America by 100,000 barrels a day each and offer that to China for the same amount (no real reason that it should cost Saudi Arabia). I reckon China will happily agree and Europe as well as America? Well, you made a platform for a alleged thief and alleged traitor (the display of evidence towards the forged autograph will prove that part). I reckon that these two places will implode a lot faster then they thought. 

That is merely my oversimplification of the Gordian knot. Sometimes it is just better to burn what its tying. As people will shout that I am wrong. This is fair enough, but they opened the door of spouting news without evidence or justification. The interviews going back to 2020 are online and visible. So where is the mention? There is no stage of ‘it was complex’ a non-monarch is accused of forging the monarchs signature. In the western world that is high treason and in the near past they hung people for that (see: Nuremberg trials).

Oh before I forget, I just uncovered a wannabe mole in the CIA. Can I collect please? I know it will not be $385,000,000. Yet a $38,500,000 fee is reasonable (I think). It allows me my apartment in Toronto and a house in Golden Oaks Orlando. So I can celebrate an abundant retirement in Disney World and Universal world (both in Orlando). There is an option that the CIA will object to(fair enough), but then they should give us the evidence, don’t you agree? Lets not forget that the US courts did not allow the Saudi lawyers to present evidence in their courts. Turnabout is such a nasty feeling when you become the object of evidence. 

Still, have a great day. As the Vancouverians are joining us in this Tuesday, the whole planet is now aligned to the same day. Enjoy.

Leave a comment

Filed under Finance, Law, Media, Military

Tagged as , , , , , , , , , , , , , , , , , , , , ,

September 2, 2024 · 14:42

A secondary marker

This is about markers and my speculation on them. I would go towards presumption, but in this instance might have the folly thought that these markets haven’t evolved since 1982 and that would indeed be folly. Still, an article in the South China Morning Post aka SCMP (at https://www.scmp.com/economy/china-economy/article/3276753/saudi-arabia-seeks-chinese-tech-it-reinvents-itself-car-and-automation-hub) where we see ‘Saudi Arabia seeks Chinese tech as it reinvents itself as car and automation hub’ and this goes against Trumpism to seek 60% tariff on Chinese imports. Well, China has its own solution to this. As we are given “Saudi industry and mineral resources minister Bandar Alkhorayef is leading a delegation to visit Guangzhou, Hong Kong and Singapore from Sunday until September 8, according to a statement from his office. The trip is aimed at improving relations and exploring joint venture opportunities.” 

The setting is given, but it doesn’t seem all is given (as one could accept). You see I got news (slightly unreliable) that there was a trade show recently where China had given a presentation to Arabic parties. This seems perfectly normal, the fact that Norinco is part of that seems normal enough, its a defence contractor dream and they are all hungry for Arabic dineros (aka digital currency). The parts that we do not see here is that this Chinese tech is a lot more versatile, or better stated far reaching. It implies that the tech allows Saudi Arabia to manufacture Tiger armoured vehicles with a deployment to the customers in Oman, Bahrain and Egypt to name just three. Saudi Arabia is fulfilling its promise to cater to internal manufacturing their defence needs and gain customers at the same time. As such Trumps goals are missed completely as well as losing out their own industry towards export. See how all these blocks of censorship come tumbling down? And as we take notice that Chinese is no good. Feast your eyes on this “China lacks the necessary international standards to be considered a reliable producer of foolproof weaponry” according to Euclides Tapia, professor of International Relations at the University of Panama. Yet the thing to remember is that the setting of “necessary international standards” is not clearly given and a standard that is filtered to who can be given those reminds me of the SAS standard in the 90’s ‘SAS stamp of quality’ which SAS products got. A little one sided. Still no matter what these ‘standards’ are, America, UK and the EU nations are missing out on another set of billions to the degree that now Saudi Arabia is also becoming a manufacturing party. As such the Americans woke up to a hungry tiger. With allegedly Huawei scoring the option of communication systems deployed all over Saudi Arabia both civilian and military (still unverified) we see a better relationship between Saudi Arabia and China with several middle easters nations now following suit. I reckon that Egypt is the first and most likely player to get on board with that express line. Norinco seemingly had a net income of $1.7B in 2023 with a little over $80B revenue. 

I reckon that they are hungry for more revenue, especially as in increases their net revenue and as I see it, the Saudi link get them there fast. Is it wishful thinking? Is it presumption or speculation? All great questions and yes, there is a speculative side to this. Now consider that you have a car plant, would it be such a stretch to build a second one to get the orders for the Tiger armoured vehicles? I don’t think so, especially when we consider the 2030 promise to get 50% of the defence spending in country (as was given to us 2 years ago). That one thing will not get them there, but there is more coming and this is a whopper of a delivery towards their 2030 goal.

As such there are things that need verification, or we could wait until these plants become a reality in an expected 2026 stage. So what do you think? I believe that Chinese commerce will find a way to thrive and the Trump setting made is much easier as well as make things harder for Europe. This is the consequence of arrogance when you do not have the cash to back up your actions and America and western Europe are about to learn just how much they lose out of (as per 2026/2027). So how will Norinco stock fare when this gets released?

Have a great day.

Leave a comment

Filed under Finance, IT, Media, Military

Tagged as , , , , , , , ,

August 31, 2024 · 13:24

Congestification

OK, I admit that the word seemingly does not exist (at present), but it could be. It reflects on our needs to get things done in a rush, a setting that invites a congestive setting, usually in traffic. A bottleneck setting if you like. That is what the Khaleej Times (at https://www.khaleejtimes.com/uae/transport/uae-traffic-would-an-odd-even-scheme-help-ease-peak-hour-jams) sets with ‘UAE traffic: Would an ‘odd-even scheme’ help ease peak-hour jams?’ Invites to. There is an even less nice issue that those who can afford 2 cars can take turns with car they would use. 

In the dozen of so images I saw, there was one stage that did not show its nice little snout. It is the setting that one lane is reserved for busses (and emergency vehicles). Not in all the images I saw is there a bus lane showing. I know too little about Dubai to know how (or if) bus lanes are used. But that is a first that came to mind. That setting might nudge more and more car drivers to public transport. And as far as I know Dubai public transportation is really good and a lot more affordable than either Sydney or London (the one in the UK). They already have a great subway system (I saw it on YouTube), but bus lanes might be a nice stage as well. And the second part is that if you are in that traffic jam for a few hour and you see bus after bus passing you by, the inner drive to get the bus might increase. I know it is not a complete solution, but if congestion decreases by a mere 10%, it could be seen as an ad-hoc solution for Dubai and Abu Dhabi (not sure if they have a congestion problem at present). Dubai has at present a little over 3.6 million people, as such it is not the most dense city (not by a long shot) but it has a decent population. And in the United Arab Emirates with 10 million people. 40% is in Dubai and 40% is in Abu Dhabi, as such a solution for both seems essential. My personal favourite would be the bus lanes to show the car users that public transportation in some cases would be preferred (by the people) and it would grant emergency services a lane in case of congestion. That two birds and one stone symbolism. The fact that public transport is already a good option in the UAE might drive the bus lane option faster. I get that some would like to relax in the traffic jam sitting cozy in a Rolls Royce Spectre, Bugatti whatever, or a Ferrari thingamajig. But there are only so many people who could even afford one of these three bad boys. And with (additional) busses in the mix, congestion might soon be a thing of the past. And when people arrive at work refreshed from the bus ride. 

The equation seemingly solves additional problems as well. A simple setting to an overly complex problem as I see it. Will it solve all? I doubt it, but if it lowers congestion, the real question becomes, is the problem solved to an adequate level? That is the question that lingers. And the solution lies in creating two additional lanes (one for each direction) on one road where there is enough congestion. I think that it is a solution worth exploring. If it isn’t a solution, that part of the road ends up with two additional lanes. Optional an additional path to lowering congestion. 

Well, that is my Saturday with an optional solution set on paper. Now just one more thing to work on today. Have a great weekend.

Leave a comment

Filed under Finance, Media

Tagged as , , , , , , , , , ,

August 25, 2024 · 22:28

When one bank wins

This is the setting I am facing. It is set to the speculative setting of we all have a certain amount of money (me not that much), still the Arab News (at https://www.arabnews.com/node/2568749/business-economy) gave me something to ponder. 

So it all starts with a certain amount of speculation. In any given en time there is an amount named X. X is a little fluidic, but X represents a real number, what that number is, will be known to just a few people, it tends to shift a lot on a day by day basis. So when we are told ‘UAE banks see 8.9% rise in short-term deposits to $14.7bn by May’ it infers that someone else lost this, optionally several players a part. Natixis made a profit and several other banks do. As of July 2024, the United States government has a monthly interest rate of 3.33 percent on its debt of over $34,000,000,000,000 dollars, which amounts to 11.2 billion. If you say that fast it doesn’t seem so much. As I personally see it, the chains around the debt driven economies are about to choke the living daylights out of its population. Yet, as some are trying to avoid to become another Silicon Valley Bank (SVB) and two months after that the First Republic Bank. That was in 2023. So what (or who) handed the UAE-based banks such as neat little profitable setting? Wouldn’t you like to know? I would and there is every indication that it was all on the up and up. And the article ends with “Profitability surged to 21.5 billion dirhams, driven by higher net interest income and a significant drop in impairment charges, according to New York-based global professional services firm Alvarez & Marsal” it is interesting that we do not get where these funds originated. I can understand that banks do not wash their laundry out in the open, yet after the SVB debacle, the media should hand us the goods, or at least partial goods. It is nice to see all the banks do well, yet the setting is that it comes from somewhere and the people have a right which banks are not performing as well as they should.

I reckon that this is a dangerous stance and it could fuel several other bank runs, but the reality is that the western media is not to be trusted, so where can we get the goods?

We get that debts seen all over the planet also inclines that someone is making a bundle out of that. Merely the US needs to make good on $96.8B EVERY MONTH to keep their image of ‘we are doing so well’ up, but who pays for that? Especially now that business is going to China and some to Europe. Soon, I believe that this point was already passed, to US cannot even keep up the interest payments, then what? As I see it, the big players and billionaires will place their trust funds in the UAE, Saudi Arabia, Monaco and Nassau. So what happens then?

I have no idea, but it will not be pretty, not for Europe, not for Japan and not for the USA. Japan has $9.2T debt, Europe has accumulated an impressive €12,732,445,200,000 debt, if the percentages are the same, we see Europe needing to find €35.3B each month and Japan a mere $25.4B a month. That money come from somewhere, does it not? Last year the US collected $4.44 trillion, this sets a dangerous premise. The interest in the US over a year is $1.16T, a simple 26% of the tax budget, lost to nothing (read: banks) and this implies that to break even the budget needs to set to 70% of the money and as we were told “The U.S. government has spent $5.60 trillion in fiscal year 2024 to ensure the well-being of the people of the United States”, which implies that not only are they not keeping a budget, they haven’t been able to keep it for years and now we see other nations getting a larger slice of the revenue pie. So, how much longer can this game be played? You think Russia is bad? I wonder how bad the USA can become when this setting implodes on America. Are the two connected? Not directly and it floats on my assumption that if one bank wins, another bank loses, which bank loses is unknown to me, I don’t have a clue, but as I see it, the media faltered in their jobs to inform the public. 

And should I be wrong, I apologise. Yet I believe to inform the readers when I can. Have a lovely Sunday, which is now starting in Vancouver, they are ready for breakfast (it’s 5AM there). 

Leave a comment

Filed under Finance, Media

Tagged as , , , , , , , , , , , , ,

August 24, 2024 · 21:06

The price of fake stability

It is the question that flew my mind as I read a BBC article (at https://www.bbc.com/news/articles/cwy3lxqlwl1o) here we are given the ‘plight’ (for the lack of a better word) of Boeing. The once heralded brand of a saviour of technology. Most will wonder about “A US campaign group has accused Boeing of concealing information about electrical problems on a plane that later crashed” , as well as “The organisation said more than 1,000 planes currently flying could potentially be at risk of electrical failures as a result of production problems. The foundation’s claims relate to an aircraft which hit the ground minutes after take-off from Addis Ababa in March 2019” yet whether the truth is a given here, remains the question. We are given a host of other settings in this partial boxing ring, which leads to “among the apparent issues indicated by the documents are a lack of electrical parts, missing and improperly installed wiring, and employees being placed under extreme pressure to rework defective parts” It is anyones guess how accurate these settings are, and my thoughts are that the once great airplane brand has fallen so far. Yet at this point my speculating self started to fill doubt with conjecture, a partial presumption on my side with a larger dose of speculation. And let there be no doubt, I am about to speculate, which is what one does when the facts are not completely to be trusted and when you fail to optionally see the good in people. Yet the BBC does not entirely fail to give the goods. And it does so in the last paragraph of the matter. We are given “Mr Pierson said reports from people within the factory alleged that efforts to improve conditions on the production line had so far been “woefully inadequate” – largely because FAA inspections were known about well in advance and could be prepared for”

So why does the FAA give Boeing the goods? I believe it to be the faltering lines of the American economy. Another failing setting to NASDAQ would throw the American economy in a sliding scale towards an abyss. Whilst we are given that there is a positive year to year change, the reality is that Boeing hasn’t been positive since 2019, thats a 5 year thumper of debt when we see that Boeing had a revenue of 76.5 billion dollars and a net income of minus 600 million, we see that the numbers grow to a 77.8 billion with a net income of minus 2.2 billion. As such the Boeing numbers are not a good message and now we see that the FAA allegedly tells Boeing when they are coming for a ‘visit’? I believe that these firms are against the wall. And the previous CEO Dave Calhoun, who wielded the sceptre from January 2020 to August 7, 2024 has a lot to explain. He took over from Dennis Muilenburg who was fired amid safety concerns with the Boeing 737 MAX following two fatal crashes that claimed the lives of 346 passengers and crew on board. It is here that I personally believe that Dave Calhoun allegedly played a very dangerous game, the unsubstantiated believe that he played with lives using a set of dice. And as I see it, the FAA was willing to play with the lives of people. With the safety setting of Boeing at play, the FAA had no business to give advance warning. A setting we need to give rise to, so far 346 lives are lost and the economy is seemingly more important that hundreds of lives lost. America has an apparent 334,914,895 (2023) lives. Who cares how the Americans keep their population high, a few hundred is all that is needed, so fuck around and find out. And with another (speculated) 800 lost, due to the next 2-3 planes. the media will use all the soundbites to create flammable stories. In the mean time we see a system that is all about keeping the appearance of an economy high, does it matter how many lives are lost? In the end, when Boeing goes down, Airbus and Lockheed Martin. In retrospect United Airlines is waiting on 497 planes from Boeing, I reckon that they might want to change their order to Airbus (no idea if that is a valid option). The larger setting is that Boeing makes military aircrafts making it a touchy subject. I wonder if any media will truly take a look at how (as well as why) the FAA played chicken with American lives and the American economy. Is any of it a given? No, as I said there is a lot of presumption (read: in part speculation) on the subject. But anyone in Business Intelligence would have had similar thoughts. The problem is that this article by Theo Leggett is 15 hours old. I wonder what more information will be divulged to the people in the next 5 days. In addition there is a lot we do not know about Ed Pierson, a former manager at Boeing’s 737 factory in Renton, Washington State. I speculate that the FAA will face a serious shake up, the card will most likely fall against Michael Whitaker, but that is not a given. Someone will be buried alive for playing footsie with Boeing, of that I have no doubt, who? It will be anyones guess but it will be someone high up. And the stage between Boeing and its stock for the sake of stability. A faltering fake setting of a nation that couldn’t bring its debts about and merely try to play a longer game. If they did this to Boeing, who else what given some level of protection? I don’t know, but the American media is not keen on truly digging into that hornets nest.

As I said, plenty of speculation/presumption, the facts? Well, as I see it the media is no longer to be trusted, so who is? It is anyones guess I think.

Have a great day and try to enjoy tomorrow, that is, if you are not being a passenger on a Boeing.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , ,

August 21, 2024 · 21:05

The 9mm hard drive

This is a new side to some, the people know one side to any person and at some point that person reveals another side. This is whaat we see (at https://www.ndtv.com/world-news/how-ukraine-war-has-turned-ex-google-ceo-eric-schmidt-into-licensed-arms-dealer-6372469) and the title ‘How Ukraine War Has Turned Ex Google CEO Into “Licensed Arms Dealer”’ now some will all up in arms (to turn a phrase), but the story is a lot more interesting. We are given “Mr Schmidt said that he is now a licensed arms dealer “because of the way the system works”” there is more to this. You see at some point I had the idea to sell the idea of the Chengdu J-20 to Saudi Arabia (for China), it was merely a thought and my ideas are not merely as noble as it might seem. My simple idea was that Saudi Arabia should be able to defend itself from the aggressors (Iran and Houthi forces in Yemen). When America and Europe wanted to halt the defending options for Saudi Arabia. I saw a simple economic option. The defense budget for Saudi Arabia goes into the dozens of billions (all 127 of them)  and me getting a mere 0.1% of that gets me 127 million dollars, simple clean and a nice setting to make really strong friends in the Middle East. This was before the idea I designed, optionally for Kingdom Holding. And lets face it 127 million makes for a nice retirement package. Eric Schmidt has other reasons (he was already rich enough). He and Sebastian Thrun, CEO of Udacity, are making a new venture namely White Stork. The setting we are given is “The idea basically is to do two things- use AI in complicated, powerful ways for these essentially robotic wars and the second one is to lower the cost of robots,” I see an adaptation to the learning (read: Deeper Machine Learning and LLM’s) that Palantir currently has. I think that a union of the two has far reaching possibilities. So what if the Palantir deployed systems are directly updated by drone systems? We are also given “Mr Schmidt reportedly informed that White Stork will mass-produce drones equipped with Artificial Intelligence to identify targets to eliminate the need for ground battles with tanks, artillery and mortar.” I think it goes further (read: presumed) You see, you can set the cost down but the military are more interested in keeping the timeline as short as possible.

Screenshot

You will have seen this, or something like this before. You have three components, the green ones are low in cost, the red ones high in cost. You want them all to be in the red, but the stage is set that you can only have two, the third one should always be in the other field. As people chase to get high quality and fast systems, that solution will always be an expensive item. Armies are not interested in (to some degree) cheap solutions. Not as long as these solutions are fast and high quality. Now White stork is going to seek fast systems and in robotics this will mean integration of information systems, like robotic intelligence systems that can connect to a secure cloud solution, updating the cloud instantaneously by all systems all at the same time. It become (for the lack of a better term) intelligence by wire. Nations will fork over billions to get it and to that degree no one has this. Not the US (DARPA apparently has some developing stage), not Russia and not China. They all have some kind of wannabe status, but they lack a high tech captain of industry like Eric Schmidt. If I can see this correctly within a few years they would all want him White Stork could be worth a whole lot more than anyone ever thought it could be and I think getting this connected to a system like Palantir is close to the only solution out there and the people at the centre of that axial know this. As I see it the biggest bottleneck in the short term will be an evolved non-repudiation system. We can cyber strike as much as we can but that first defence is a non-repudiation system to ward of attacks and that is where Palantir optionally has the system to make it work. Not for one or two systems, but like 200 drones in different campaigns  all at the same time. These systems need more than a simple deeper machine language, it needs LLM learnings and advance machine learning. With cyber systems that cab keep track of it all. This is not a simple solution but a person like Eric Schmidt could keep track of what was needed he might not be alone, but he is the only one in the stage of these arms of technology. 

His wealth might soon equal that of Bill Gates, the arms industry will pay heavily to get this far ahead. Consider that Saudi Arabia increased its military spending by 50 percent to $69 billion in 2023, approximately 23 percent of its total budget. That is to merely get on par with the America, Russia and China. How much do you think these three would pay to get ahead of the other two? The US is requesting $849.8 billion for next year. With White Stork they could easily double that amount. It is that much money that is in the view of some. 

Just my two cents on the matter. Have a great day.

Leave a comment

Filed under Finance, IT, Military

Tagged as , , , , , , , , , , , , , , , , , , ,