Category Archives: Finance

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.

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August 20, 2024 · 03:58

What makes it a story?

That is the question that floats to the top. You see, the bulk of the media, including the BBC nowadays have lost too much credibility. The issue becomes verification, and in too many places there isn’t to much of that. So in this mindset I stumbled upon an article. This was in part funny, as I mentioned the ‘disgraced’ Al Jabri only two days ago and 11 hours ago this article was published by the BBC. I do not think the two are connected and it is clear that no such connection should be made other than the mention of these timelines (to keep my blog to some degree a valid source). But 11 hours ago (at https://www.bbc.com/news/articles/c4gz8934wrro) we see the appearance of ‘Power, oil and a $450m painting – insiders on the rise of Saudi’s Crown Prince’ by Jonathan Rugman. The article was glared over by me, until I noticed a name. This set me in a different mindset and it is time to report on this.

It all starts with “he summoned a senior security official to the palace, determined to win his loyalty” and the name Saad al-Jabri is mentioned. The man who seems to manage a multi billion portfolio for the CIA (allegedly) and was in a court case in America, whilst he is in Canada and setting the space not to allow certain evidence to be mentioned. We then get mentions like “According to Jabri” and (did I mention) that he is a disgraced official, but that part is not mentioned in the article? The mentioned stage “he was friends with the heads of the CIA and MI6” makes for ‘exciting’ reading, but in my mindset it is a dangerous connection because there is a lot of non-verification. So we get the first reference ‘Family of exiled top Saudi officer Saad al-Jabri ‘targeted’’ (at https://www.bbc.com/news/world-middle-east-52790864). There we get “Dr Saad al-Jabri, who helped foil an al-Qaeda bomb plot against the West”. My issue was that there is little verification. Now, this makes sense because it is intelligence related and they do not spout these issues in open places. But with the accusation of treason and ‘funds removal operations’ according to other Saudi sources it sets the possibility that Al Jabri made a sting using optional Al Qaeda plants and now we get the setting that the CIA gave him safe passage whilst Al Qaeda gets the optional blame for it all. I am not saying that this is what happened, but the timing of the intertwined facts are a little too convenient (for Al Jabri). This could have been all set aside with proper verification, but the term ‘according to sources’ allows for my speculation, and lets be clear, I was and still am speculating on this.

And the stage of “He was also the linchpin in all Saudi Arabia’s relations with the “Five Eyes” (US, UK, Canada, Australia, New Zealand) intelligence agencies.” This is important because linchpin means “a person or thing vital to an enterprise or organisation”, as such Saad Al Jabri was important to the stage of some (most likely the CIA) and Al Jabri in a self professed difficult situation was eager to carry that mantle (my speculation), especially as he was accused to have taken the quick way out with billions. People have done a lot more for a mere 0.1% of such an amount. 

Then we get to “we shed new light on the events that have made MBS notorious – including the 2018 murder of Saudi journalist Jamal Khashoggi” and this had issues with me. On February 27th 2021 I wrote ‘That was easy!’, (at https://lawlordtobe.com/2021/02/27/that-was-easy/) in this blog article I shot holes in an United Nations document, with a lot more issues that I was happy with. The fact that I had even one issue with a document from the United Nations should have been close to impossible. The fact that I did implies that this was a hatchet job and I added the UN document so that people could see it for themselves. In addition at a later stage I added the mention that Khashoggi was alive with a mistress spending their days on Bora Bora (I also mentioned that this came from a non-reliable source). The setting we have now is that there is a debatable story (in depth) due to at least one main source that is debatable and the mentions of Al Jabri needs to be seen as at the very least debatable. This is what you get when the lack of verification is there, there is simply no other outcome as I see it.

We then see “accusing MBS of forging his father the king’s signature on a royal decree committing ground troops”, as well as “The prince was apparently so impatient for his father to become king that in 2014, he reportedly suggested killing the then-monarch – Abdullah, his uncle – with a poisoned ring, obtained from Russia. “I don’t know for sure if he was just bragging, but we took it seriously,”” my issue here is two fold, the one mention of “I don’t know for sure if he was just bragging” sounds nice, but in both cases the source is Al Jabri and in my view he is a debatable source on more than one issue and verification is missing here and that is all on Jonathan Rugman as I see it. This all takes me back to the 70’s. A writer named James Grady wrote a book that was made into a movie with Robert Redford, the movie was called Three days of the Condor. After I saw the movie I also read his sequel ‘Shadow of the Condor’ (I believe that was the book). There we come across the term ‘Gamaljoen’ (I read the book in Dutch). The term makes reference to a person that is raised to a much larger status than he (or she) should be. Because of the status those who are wielding that person are raised as well. That is the feeling that I have on Al Jabri. Now lets accept that I could be (totally) wrong, but that requires verification to see and we see no verification with the debatable doubts I throw on to the Khashoggi issue we get an unbalanced stage. And I am trying to avoid the “he said, she said” debate. This is why there are issues with an in depth story. There are other sources mentioned, but these are all to ‘trivial’ matters. 

We then get a part that reflects on my story yesterday ““He planned for my assassination,” Jabri says. “He will not rest until he sees me dead, I have no doubt about that.”” Whether he did or did not is also debatable. The ‘simple’ fact is that I created an optional plan to do just that, in under an hour no less. And I am not a professional on the matter. The fact that Mohammed bin Salman Al Saud has actual specialists on the matter and we see some ‘tiger team’ bungling it puts question marks on it all. Is there an actual execution order out on Al Jabri? It is a valid question. I have no doubt that Al Jabri is likely to face jail time at the very least is he ever goes back to the Kingdom of Saudi Arabia, there is a wallet with billions (allegedly) missing to support my view. 

With “The killing of Jamal Khashoggi at the Saudi consulate in Istanbul in 2018 implicates MBS in ways that are very hard to refute. The 15-strong hit squad was travelling on diplomatic passports and included several of MBS’s own bodyguards” the writer of the BBC story is missing the beat. You see, the setting of “implicates MBS in ways that are very hard to refute” is what I did (in part) in the UN document in the article I mentioned earlier (That was Easy!) I cast a really large doubt in the issues, in the second setting ‘15-strong hit squad’ is also extremely debatable. If it was a hit a mere 1 person would have sufficed. That there was an optional team to ‘retrieve’ is possible, but the media used the setting to explode their paper revenue, so too much of it is too ludicrous for words. The media is nowadays too much about creating emotional flames for the supportive need of clickbait, at the expense of their own credibility. 

Then we get “A declassified US intelligence report released in February 2021 asserted that he was complicit in the killing of Khashoggi” yet the linked article states “The report released by the Biden administration says the prince approved a plan to either “capture or kill” Khashoggi”, whilst we see “We assess”, which in CIA terms would be seen as fairy tale material. It lacks evidence, merely conjecture. All whilst the linked report (by the office of the US director of national intelligence) can no longer be retrieved. That’s your evidence? 

There is a lot to make up for and the BBC better do that soon, as the article ends with “Jonathan Rugman is consultant producer on The Kingdom: The world’s most powerful prince” the writer being a producer of materials as well? Whatever could be wrong next.

The amazing amounts of fairy tale materials that goes back as far as the United Nations gives pause for a larger setting, whatever you call ‘inDepth’ is almost a new kind of story with the APNews happily posting it with the mention of ‘Former Saudi official alleges Prince Mohammed forged king’s signature on Yemen war decree’ a mere 4 hours ago. Is that how the news goes around nowadays?

And to all I say have a great Tuesday, a mere 4 hours until breakfast for me, time that I snore like a lumberjack. 

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August 16, 2024 · 19:36

G-monopoly to the rescue?

Yup, that as the setting that imploded in my mind. It came at the doorstep of my sneaky sneaky creativity. You see when we consider the article at Reuters (with https://www.reuters.com/legal/us-judge-says-monopolist-google-cant-avoid-app-store-reforms-2024-08-14/) we might handle the stage of ‘US judge says ‘monopolist’ Google can’t avoid app store reforms’, we can agree, we can disagree (I disagree) but the setting is a stage that is not merely a mere ‘monopoliser’ it is quite a blanket cover of social inheritance. It comes at the dawn of a legion of Microsoft sycophants (agents of mediocrity) and that is a more dangerous stage then you realise. And always there is Microsoft trying to cut a nice corner for themselves. They failed five times over and they just can’t quit falling short of the rest of the pack where they want to ‘capture’ market share. For the non-regular readers of my blog the list is Adobe, Apple, Amazon, Google and Sony. And the loudest failures are Solarwinds and CrowdStrike. Even within the last week we saw several sources stage the boxing square using the Microsoft version of AI setting the dangerous premise of MAI (Microsoft AI) collecting the optional access of cloud systems. Now this is a premise that it is possible, not the setting that it has or currently is happening. But for reference when L’Oreal sees their revenue dwindle as one of the possible culprits namely Yatsen Holding, Estee Lauder, Avon Worldwide, Revlon, Coty, or CHANEL decides to take that short cut, L’Oreal will have a clear path what to do next. For their reference AWS can be found at Tour Carpe Diem, 31 Pl. des Corolles, 92400 Courbevoie, France. With the optional phone number is 3 315 660 2600.

Am I overreaching? 
It is a fair question, you see, I never much trusted cloud computing under Microsoft, not whilst there are valid options like Amazon (AWS), Apple, Google, and IBM available. I personally feel that Amazon is the superior provider, but I am NOT the best source of this information. I know too little about the G-Cloud, or the IBM version of that. Still the articles I read a few days ago scare my literally out of my skin. So there you have it.

So back to that, mainly judge James Donato in San Francisco. He heard Google and that greed driven Epic. You see Epic is in denial of an important factor. They accused Google of monopolising how consumers access apps on Android devices and how they pay for in-app transactions. The part that everyone seems to overlook is that Apple and Google had a similar plan in motion. This setting allowed Google and Apple to let everyone on-board. The small designers did not have to pay for massive amounts of money to get secure systems on-line. It is all done by these two providers. So they pay a little contribution and Epic immensely enjoyed that part of the equation and as they became more successful there need for more money (for stake holders and share holders) they decided to bite the had that fed them from poverty into wealth. Now that this part is over the hundreds of thousands developers can release an unbridled hatred towards Epic. But that is not merely the end of it. In this day and age of scammers and organised crime Epic is opening the floodgates towards these two players and I reckon that the first case (with evidence) that this is happening, both companies will both set a class action against Epic. So at that point where will the profits of Epic go? I reckon not too much towards their share holders, on the upside for them, litigation and trials are tax deductible. 

And whilst the media is all about the small player (multi billion Epic) against the titans of Industry (Apple and Google) I saw a new light. What if there was a new kind of monopoly game, with 4 players Amazon, Apple, Google and IBM and the board doesn’t represent streets, they represent cloud domains. There are still the utilities Electricity and Water (optionally called cooling) and the parks when all are obtained will give you a server-park item (hotel in the original game) and under that we get servers (up to 4) and the locations united will give you the upper hand in a server domain. The stations become continental backbones and they will have a secondary part. Should you get a station in a location, the servers get a +10% if you have all 4 you get a +20%. Now this is plenty of ‘over shadowing’ this game should have an educational side. So we have locations that invoke cyber security, social networking, AI and Data Warehousing. All have a -1% cost to your locations, if you have all 4 in one side of the board you get -10% costings (or 10% more efficiency). You see this might be a game, but the bulk or current users do not seem to comprehend the dangers that this case invoked. When the masses get to comprehend what is at stake and the fact that this is not completely set to a monopoly driven Google (or Apple for that matter), people might wake up to the danger they are exposing themselves to. And that part has been missing the to flame hungry (for the sake of money) media outlets. 

I always believed that games are a great way to teach people (when it is not Elden ring or Assassins creed) how to look at the image a little more clearly. So in that trend after the new movie yesterday, I decided to create a game for the occasion. It is the best move? OK, I am willing to concede that it might not be, but a free game that millions embrace tends to have a decent impact, more than we get now. And I am alway happy to engage with my sneaky sneaky creativity.

Well, the day is almost over, as such I will snore a forest into firewood and relax for my tomorrow hustle towards a morning with chicken and optionally some chili con carne. Enjoy your day.

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August 15, 2024 · 17:40

Streamers wake up

Yup that is pretty much the setting. They are all trying to reinvent the wheel and there is nothing wrong with that, in some cases the new wheel is more up to date and a good show, or movie. As I saw the second iteration of The Andromeda Strain, this time produced by Ridley the alien Scott we see a new version that is ‘up to date’ with the technology settings, the story makes sense and it is a great story to watch in two parts. So as I was brooding on different matters, I was reminded to a good movie from 1987 with the one and only Jon Cryer. The movie was called 

Hiding Out. Now this is no Oscar winning material, still the movie was thoroughly entertaining and I think it deserves a remake. 

The main reason for the remake is that with all the digital currency scams, a remake is nearly essential and Netflix better wake up, or someone else will get to it. So in comes the actress of choice (Anna Taylor Joy). 

She has something in common with an actor like Tom Cruise. You see she could appear like a teenager until she turns 50 and in light of the setting of Hiding out, especially in a high school, this matters. 

The story (roughly) goes that she fell in love with a bitcoin broker and the setting is that he is the guilty foe and a lot of bitcoins go missing, more than enough that he gets himself killed. The last thing he does to ‘save’ his hide he lays blame on the actress of choice and as such she suddenly gets chased and she does not know why. Het only escape is to hide in a place where no one would seem to know her. As she loved her summers with her aunt in Nova Scotia. Her aunt is now dead, but she remembers the place and she is off to Nova Scotia and as such she hides as an international Uruguayan student in the St. Francis Xavier University. She enters as student in journalism and communication. 

In the meantime they are still hunting her but no one knows where to look for her. We get an appearance make over in the beginning when she gets to Nova Scotia (also the one link how they find her). So as the new student she lies low and tries to figure things out. In the meantime her office becomes aware of the $2,000,000,000 loss through theft (TV item) and the death of her lover. Now we get the FBI involved. The story goes that the FBI through digital CCTV traces get a possible handle on her (the train station where she vanished) and someone at the FBI blabs that to the criminals. Her tracks are lost in Saint-Lambert. She took the bus to Antigonish. The bus ride gets us some moments of her past life. 

She is relatively safe for now. And as she ‘embraces’ her anonymity and the new life she is making for herself she (of course) falls in love with one of the teachers and as she focusses on journalism she gains new skills in finding things out, more importantly she finds evidence that the bitcoin company seemingly have been white washing currency. In the meantime, she interns at a newspaper and one of the photographers takes a liking to her. When he takes a snapshot for a column where she is placed in the paper as the new intern, the links are found and the FBI goes after her, as well as the criminals. We now get that the FBI is after her, with criminals close on her too. I still need to think of a few sidelines where she has had positive influence through journalism, like a blue tuna fishing boat (water scenes) or something like that. 

In the end we see that her locket (an heirloom from her mother) contained an SD card with the currency encryption which is still in an account that no one could find or reach because it was encrypted. The SD card was the key to unlocking it. At the end the FBI catches the mole, retrieves the mob money and find the evidence that clearly identifies her previous boyfriend as the guilty party, the movie ends with her changing her life to Antigonish with her teacher. Now, wouldn’t it be nice to give Doug Al-Maini (professor of philosophy at said university) that role? I am a corruptor of the young and innocent (so sue me). And it might make a nice setting for Antigonish. 

It’s all I thought of in less than 2 hours. Netflix eat your heart out. Anyway use this idea as you see fit, I think it would also be nice to give Jon Cryer a nice small role here, to link the old to the new.

Have a great day and try the Nova Scoria Tuna today.

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August 11, 2024 · 19:40

Setting of the day

On a good day
The Khaleej Times Jost informed me on how a good day comes to pass. Here (at https://www.khaleejtimes.com/uae/meet-the-uae-police-officer-who-uncovered-183-money-laundering-cases-in-15-years) we are introduced to Major Saad Ahmed Al Marzooqi. 

The headline ‘Meet the UAE police officer who uncovered 183 money laundering cases in 15 years’. We are also given “He was recently appointed as the first Emirati member of the Financial Action Task Force’s (FATF) International Cooperation Review Team” and we can be mesmerised, or brag about his abilities, but the numbers imply that he slightly uncovered more than one case a month. There are plenty of police forces all over the world where half of these numbers would imply a stellar career. As we gawk over “exposed 183 money laundering cases that are related to drugs and financial embezzlement. He had also created a database of incidents, which contributed to an increase in convictions from a monthly average of 3 to 14” we need to realise that the increase of 3 to 14 implies that this one person achieved more than any average police station in Europe. 

This is the kind of man the world needs and that will be explained in the next article, because the universe relies on balance and the imbalance we are about to see takes the cake and changes an optional day to night.

On a bad day
Yes like any hero that needs a antagonist to make things interesting, we have Microsoft in two mentions. Now this isn’t directly involving anyone at Microsoft, but the follies are a setting that makes things a lot worse.

First we get Wired (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) who gives us ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’ we get to see “Attacks on Microsoft’s Copilot AI allow for answers to be manipulated, data extracted, and security protections bypassed, new research shows” which is not good, but anything positive can me mauled into a criminal jester for organised crime. The additional “Microsoft raced to put generative AI at the heart of its systems. Ask a question about an upcoming meeting and the company’s Copilot AI system can pull answers from your emails, Teams chats, and files—a potential productivity boon. But these exact processes can also be abused by hackers.

Today at the Black Hat security conference in Las Vegas, researcher 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, including using it to provide false references to files, exfiltrate some private data, and dodge Microsoft’s security protections.” Now, I haven’t seen this, but Wired has a solid enough level of credibility to not ignore this. And that isn’t all. Bargury gives the world “the ability to turn the AI into an automatic spear-phishing machine. Dubbed LOLCopilot, the red-teaming code Bargury created can—crucially, once a hacker has access to someone’s work email” as I speculatively see it a mediocrity solution to turn the Internet of Things into a machine serving organised crime, optionally the NSA too, well done Microsoft. As I see it, the workload of Major Al Marzooqi would increase fivefold when this hits the open world, actually it already has if I understood the words from Michael Bargury correctly. In this, we optionally an even bigger problem, or at least a lot of corporations will.

You see there is a second message, in this case from Cyber Security News (at https://cybersecuritynews.com/microsoft-entra-id-vulnerability/). They give us ‘Microsoft Entra ID (Azure AD) Vulnerability Let Attackers Gain Global Admin Access’ with the subtext “Security researchers have uncovered vulnerabilities in Microsoft’s Entra ID (formerly Azure Active Directory) dubbed “UnOAuthorized” which could allow unauthorised actions beyond expected controls” Now take these two parts together and the phishing expedition could hit every R&D system on the planet using Azure. I am certain that Microsoft will have some patch coming soon, but in the meantime the bulk of R&D (under Azure) will be vulnerable and approachable by many hacker and especially organised crime, because selling secrets to competitors tends to be a lucrative setting and most corporations aren’t that finicky in acquiring something that raises (and assures) the bonuses of the members of their boardroom. OK, this is speculative on my side, but wonder what some will do to get the upper hand in business, especially if there is a bonus raise involved. 

I wish I had a solution, but my personal feeling is that Microsoft has too many holes, loops and a whole rage of other issues and switching to either AWS, IBM cloud or Google Cloud tends to be an essential first step coming to my mind. Now, if there are sceptics who think that I am anti-Microsoft here, they are probably right. Therefor the Links to the two articles were added letting you look at the stories yourself. In the meantime I remember a story in April and it should be my ‘duty’ to inform SAMI that ‘BAE Systems and Microsoft join forces to equip defence programmes with innovative cloud technology’ had a nice article and with the two articles mentioned, SAMI could lay its hands on a truckload of BAE IP. Not sure how far they will get, but free IP is the way to go I say. So when you realise that a large corporation like British Aerospace with all the civilian and military hardware can be accessed, what chances do you think that Novo Nordisk (Denmark), LVMH (France), ASML (Netherlands), SAP (Germany), Hermez (France), L’Oreal (France) have? I do not know if any uses Azure, but it is a good moment for them to select one of the other companies. They could after the event sue Microsoft for damages, but Delta Airlines is already suing CrowdStrike and I am not sure how that will go. In the end it is my personal opinion that this could potentially bite Microsoft hard and it is one of the reasons I do not let them near my IP.

As I personally see it, the companies racing the be the first to launch their (fake) AI will now have a much larger impact. There were already fake data issues, but now the phishing options that are mentioned and when that gets linked to what Cyber Security News calls “UnOAuthorized” the entire IT game changes dramatically and I have no idea how that will play out. 

As my Sunday is almost over and Vancouver only just started there’s a chance we postulate that the next 72 hours will be an interesting one. Have a lovely day (when you are not on Azure).

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August 10, 2024 · 13:06

A little late aren’t you?

It was the setting I was waiting for. The US has given in to its economic pressures and possibly the fear that China might get to much of a headway. Reuters this morning gives me (and other readers) at https://www.reuters.com/world/us-lift-ban-offensive-weapons-sales-saudi-arabia-sources-say-2024-08-09/ the headline ‘US to lift ban on offensive weapons sales to Saudi Arabia’, which sounds nice but is possibly a little late. Colonel Turki Al-Maliki a member of the Saudi airforce had given us the goods, going all the way back to February 2021. Reuters reported on these attacks in March 2021. In this Reuters is important as they give us ‘Houthis have fired 430 missiles, 851 drones at Saudi Arabia since 2015 – Saudi-led coalition’, the setting is important because civilian targets were aimed at by Houthis amongst them were Saudi airports and structures. So the blockage by the US was weird, especially as the Houthis are a terrorist organisation. So the about turn under the guise of “The Saudis have met their end of the deal, and we are prepared to meet ours”, a little late, isn’t it? But at present the Chinese representatives of parties like the Chengdu Aircraft Industry Group is nothing to be sneered at, with the Chengdu J-20 as an optional buy which was (allegedly) discussed at the World Defense Show 2024 in February 2024 (a speculation from me) is giving the Chinese hope to gain much more from the American Defence Industry. Should the Kingdom of Saudi Arabia take that offer, the setting would open the doors (for China) to larger possibilities in Egypt and the United Arab Emirates as well. The damage to the American Industry could amount to an estimated loss of $30-$50 billion over these three nations alone. Not to mention the lucrative service and consultancy jobs. It would be the first definite slam to the value of the US dollar. China is rearing to take up that option in a heartbeat. I discussed (and partially speculated) this in ‘The next Furlong’ which I wrote on March 10th 2022 (at https://lawlordtobe.com/2022/03/10/the-next-furlong/), as such I was and am now in a stage to emphasise the term ‘told you so’. This setting was clear then and it is a speculated more clear now when we see “Under U.S. law, major international weapons deals must be reviewed by members of Congress before they are made final. Democratic and Republican lawmakers have questioned the provision of offensive weapons to Saudi Arabia in recent years, citing issues including the toll on civilians of its campaign in Yemen and a range of human rights concerns.” We are about to go into election mode and some politicians will fear for their job a lot more than the American Economy. As such China has a decent chance to crush the American Defence industry. I doubt they fear the Russian abilities as the Russians are getting clobbered by the 20th largest army in the world. The Ukrainians are still damaging the Russian, even after the Russians bombed Ukraine into the stone age. That is not a good sales talk, especially  with the current Russian losses stated below

As such we can accept the Reuters statement, because of its projected validity, yet the words we are given “Democratic and Republican lawmakers have questioned the provision of offensive weapons to Saudi Arabia in recent years”, yet the article doesn’t emphasise the attacks by Houthi’s on Saudi civilian targets, which Colonel Turki Al-Maliki showed many clearly going all the way back to 2021, many articles were drowned out by (speculatively speaking) by anti Muslim and anti Saudi voices. Now that China gets to move into a much stronger position, the American administration is taking the gloves off and do what needed to be done in 2021. I reckon that people like Stephanie Kirchgaessner will possibly raise anonymous sources to throw sand in the cogs of common sense. China will love this as this will enable them to get a squadron on Chengdu J-20 into place and optionally ‘gift’ three service teams in the mix, two for maintenance and one to train  Saudi troops. The losses to America will be vast and it will a long term loss. 

As such I think that they were over 2 years late to the party. The initial transfer settings were optionally carved (I have no clear evidence of this) in the airshows of 2021 by SAMI. That would have been the first introductions of Chinese hardware that was to replace whatever America wasn’t giving them at that time. As I personally see it, it might be too late now. You see the Russian losses as shown above are the second piece of evidence. In that setting Russia is no longer a contender and as they are now ‘acquiring’ missiles from North Korea we see a larger question mark, is it merely the lack of missiles or does Russia have a larger problem. I do not know, but Russia isn’t telling, so we are left to our speculations and the Kursk clambake of 2024 Makes things worse for Russia. And in that setting China gets to be the big winner. OK, I admit, this victory would be largely held by the Chengdu Aircraft Industry Group (and supporting parties).

Have a nice day and feel free to watch American revenues move to the far east.

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August 9, 2024 · 15:20

I missed this setting

That is the premise. So, why didn’t I think of this? We all have this and on the defence of Microsoft, they had the ‘slogan’ at the launch of Windows 95 ‘Without even thinking’ the premise was brilliant as was the innovation from Windows 3.11 to Windows 95, no doubt about it. And without even thinking applies to so many applications and conditions, it is a brilliant created stage (credit where credit is due). So here I was reading the BBC (at https://www.bbc.com/news/articles/c9d1y0z4z9no) and that gave me the nudge to wake up. You see I wrote about Ruja Ignatova, now mentioned in ‘Fugitive ‘Cryptoqueen’ hit by asset freeze’ with the lines “Ruja Ignatova, known as the Missing Cryptoqueen, is now subject to a global freezing order which prevents her assets from being sold or moved.” I had written about it some time ago and now we see “The freezing order, made public on Wednesday at London’s High Court, is part of a group action brought by more than 400 OneCoin investors”, I looked at this ‘crypto queen’ somewhere in May of June last year, it could have been two years ago. 

What made me consider this is that it has taken 6 years to do this. The questions come to mind is why this took 6 years. Come to think of this, why didn’t my sneaky way of thinking consider this. And in that light it she had moved all ‘her’ cash in some trust setting in Switzerland or Saudi Arabia it might not amount to anything. Those two countries have massive protections in place and anyone of them transgressing on their banking laws are in deep trouble. It is like rowing towards the end of the Niagara falls without an anchor in place.

So why did this global freezing order take 6 years? There might be a good reason, but the article doesn’t hand out the reason. Then we also get “The freezing order does not just target Ms Ignatova but seven other people and four companies – all alleged to have been connected with OneCoin in some form” which gives me another setting. Is ‘alleged’ enough to put a freezing order in place? Don’t get me wrong it sounds nice, but when was alleged enough to prosecute people and companies? Doesn’t that require proof? 

Then we get to “Sebastian Greenwood, who is in a US prison serving a 20-year sentence for his role in the fraud. Also subject to the freeze are British businessmen Christopher Hamilton and Robert MacDonald, who appeared in court in London” which get us the added “The pair are accused by US authorities of laundering OneCoin proceeds, however attempts to extradite them to the US to face trial have failed”, now I do not known enough of either Christopher Hamilton and Robert McDonald, but why did the extradition fail? There might be a procedural or legal reason, but the BBC does not give us this. It might not hit the core of this story, which is Ruja Ignatova, yet in light of the time settings it becomes a liked interest, so why is it missing? 

There are a few speculative sights to this. The first is that she was murdered (read: executed) and whomever was left with the bundles of cash is pretty much singing ‘do wa Diddy Diddy’ on a sunny beach. The second one that I considered was that she has a new identity, living it up in the UAE whilst her cash is in an optional Saudi bank, gaining 5%-10% interest over several billions, and as such you can live like a queen in Dubai or Abu Dhabi living off $100,000,000 plus each year. She might have been seeding the non captured funds to assure her of non-capture and non-freeze cash. This is all speculation but the stage that we see with 6 years vanishing makes these two the most likely scenario’s. And there are more places she could go when the cash is securely non-freezable. 

This gets me back to the number one question. Why did the global freeze order take 6 years? There might be a really good (or correct) reason, but the BBC article does not give us that.

Something to consider especially When we consider the Khaleej Times exposed last June that ‘UAE scams exposed: How thousands of residents ‘lost it all’ in bogus investment schemes’ and this is one nation. They report “over 40,000 UAE residents have collectively lost hundreds of millions of dollars to fraudulent investment schemes” that is a serious amount of money and this is one nation. Don’t you think there is now a pressing need to up the effort to upgrade banking laws to take this factor out (or at least diminish it massively). I understand that a fool and his money are soon parted and that it is everyones responsibility to take steps to make it harder for these criminals. I think that the one clear lesson is that there are no free gifts (EVER). The second part is that nothing comes for free. Now we get that not all ‘currencies’ are the same. Look at Facebook. Their currency is data and a lot of people do not care about data, especially as they do not know what it could cost them. One question I have always in mind when someone offers me a deal to good to be true is “if it is too good to be true, it must be a false setting”, this has (up to now) prevented me a few times to lose my cash. The second thing is that if someone (an unknown person) comes to me with such an offer. My initial question becomes ‘Why doesn’t he (or she) go to friends first?’ The situation might have come up, or they might not have any friends. But when you deliver on ‘great’ deals you suddenly have more friends than anyone ever bargained for. 

This is a paranoia setting, but it is not paranoia when everyone is after your bank account. Just a thought to consider.

So whether your funds are in a fridge or not. Make space by removing the venison and make yourself an awesome Bambi burger, with forrest unions and mushrooms. Bon appetite and have a lovely weekend when you get there. I get there in 2 hours. Now I need to find some venison, I suddenly feel peckish.

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August 7, 2024 · 12:36

When does it become a lie?

That is the question. It is not as simple as it sounds and I understand that. But here we are, the BBC gives us an article. I almost passed it, but then I saw something that didn’t read right, so I dug a little deeper. Their disadvantage was that I had just read up on several cases for material, so I reopened it and it is time to give you the fruits of my labour.

The BBC (at https://www.bbc.com/news/articles/cy9eegg0rdvo) gives us ‘What could Google monopoly ruling mean for you?’. Well that is an open question but let me run you through the elements. 

“The US said Google was currently paying firms like Apple huge amounts of money each year to be pre-installed as the default search engine on their devices or platforms”. OK, so this is a business proposition. Apple decided that the benefits of Google in their systems would help them in numerous ways and Google was willing to pay this. It was a price for services.

It comes with the repetitive quote “Apple’s Safari browser for example uses Google by default” what the BBC is not giving us is the offset that Apple would have to endure and they were getting $20,000,000,000 as a bandaid, if I got that kind of money I would say “Google slap me silly”. Now we get the parts that matter, it start with “Something that’s easier to imagine is some kind of choice screen, where people opening a browser for the first time are asked whether they’d like to use Google or an alternative like Microsoft’s Bing” This is hilarious. I have had first experience with Bing. Bing influencers were HIJACKING my search and pushing it through Bing. It took me days to undo that damage. Choosing between a bully and Google is not much of a choice. To put it mildly “Google has a 91% marketshare, Bing has 3.86%, where do you get the most bang for YOUR buck?” In this simple setting Google comes out on top EVERY time. And a secondary setting is that Bing has been around for 15 years. It isn’t just that Google is better, Bing has yet to show any level of pure innovation in searches. Microsoft lacks data, innovation and proper etiquette on search engines. 

Now we get to the issue I had, which starts with “Back in 1999, Microsoft found itself in a very similar situation to where Google is now.” You see, Netscape faced new competition from OmniWeb and Microsoft’s Internet Explorer 1.0, it continued to dominate the market in 1995 and beyond. In 1997 Netscape had 72% marketshare. That is, until Microsoft switch off the proverbial oxygen to Netscape and whilst the IE was free for all (it was installed with Windows 95), thing went south in several ways for Netscape and the one ‘ruler’ in those days became Microsoft with its Internet Explorer. Google released its browser in 2008. As such (as I see it) Microsoft wasted 10 years and within 2 years nearly everyone was using Google Chrome. They overwhelmed everyone with innovations. They released Chrome v9 in 2011 and Chrome v17 in 2012. What did Microsoft do? Nada, nothing, zip, zilch. In 2012, responding to Chrome’s popularity, Apple discontinued Safari for Windows, making it exclusively available on OS X (source: ubuntu life) . So here is the first setting. Apple made an educated choice. Create your own and reinvent the wheel or select the wheel maker of choice. Even at this point we need to recognise that Microsoft’s star was faltering and falling. That was then. Now there is a different setting. Then it was which American company gets the cake. Now it is different, China is now a much larger participant. They caught up with the US and even now the UAE and Saudi Arabia are massively catching up with America. They decide to waste the time of Google on trivial matters whilst calling it “monopolising” stating that the others should be given a ‘fair’ share. In this day and age it is handing the handling of the commerce horse to China and all the good it will do the American commerce. Small hint, it will not. 

There really more issues with Microsoft and particular with Edge and particularly Daniel Aleksandersen, who called this “clearly a user-hostile move that sees Windows compromise its own product usability in order to make it more difficult to use competing products.” There are issues with edge as Douglas J. Leith, a computer science professor from Trinity College, Dublin, Microsoft Edge is among the least private browsers. He explained, “from a privacy perspective Microsoft Edge is much more worrisome than the other browsers studied. These two quotes are on different sides of edge. But in aggregating these quotes it is my distinct believe that if Google Search is broken up, the American Department of Justice will receive roses from nearly every big organised crime syndicate. It is a mere believe I have, but after having suffered the edge bullies hijacking my browser and inserting edge ad a search engine against my wishes is the beginning of much more. The Verge accused edge of “spyware tactics”, a setting we have never seen Google use (speculation by me). In this day and age of commerce, the economy and data security you want to play with Google? I think that is a really bad idea.

Enjoy today, it is now midweek, the run to the weekend starts…….now.

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August 6, 2024 · 12:12

The loser iteration

Two days ago I wrote (at https://lawlordtobe.com/2024/08/04/the-judge-shouldnt/) with the headline ‘The judge shouldn’t’, it was part speculative and part what I see (again through my eyes it could be regarded as speculative). Today a mere 4 hours ago we get through the BBC (at https://www.bbc.com/news/articles/c0k44x6mge3o) ‘Google’s online search monopoly is illegal, US judge rules’. We are also given “Google was sued by the US Department of Justice in 2020 over its control of about 90% of the online search market.”, so lets take a look back. It started in 1995 and the ‘idea’ was completed in 1997. To turn about the setting in those days Microsoft was merely badgering their lack of knowledge and lam Netscape to get a browser dominance. Two youthful young sprouts namely Larry Page and Sergei Brin were ahead of the pack by a lot. They looked to a solution to search for text in publicly accessible documents offered by web servers, as opposed to other data. Microsoft was still trying to type words like HTTP and the clever people at Microsoft were able to type FTP. In the age of information the Google founders figured a few things out like ‘What are people trying to find’ this was against the grain for Microsoft who thought that corporations were the key and they went to ‘What are corporations willing to pay for’. The subtle difference is that Microsoft was working towards a slice of the $18,843,980,000,000 revenue that the fortune 500 represent. Google on the other hand decided to cater to its 31,000,000 employees. As such one could (oversimplified) cater to the simple fact that it would take Microsoft 9 million years to get as much data as Google. I do emphasis the oversimplification of this. I was not on the mindset of Google at first. You see I was a dedicated Yahoo user. It took 3 years until I saw that Google offered more and better result. As such in 3 years they gained a dominance. They surpassed Yahoo, Excite, Alta Vista and several other players. We can argue that it helped that Microsoft demolished Netscape. And in the decade that followed Google grew in strength and ability to cater to actual users not the CFO’s of 500 corporations. 

So when we see “It is one of several lawsuits that have been filed against the big tech companies as US antitrust authorities attempt to strengthen competition in the industry.” I believe that there is another ploy in play. The mediocrity losers (like Microsoft) want a slice of the cake they have no business being in. It isn’t just the ‘competition’ it is a reversal of technology that is in play. And in that setting the US is damaging the little benefit they have and leaving it all to China and true Chinese innovators like Huawei and Tencent. I reckon that by 2026 the mobile market will be overrun with Huawei in almost every non-americano place. They threw away the benefits when they forced Huawei to release HarmonyOS 5 years ago. 

Now we see that it is available in 77 languages and the turnover (as is) is getting stronger. Even now as EU nations are discarding the fear mongering of anti-China sentiment by American administration, and the strongest response that the EU nations give is ‘Show us evidence’, America has no answer to that other than debatable setting of ‘could’ and ‘expected’ whilst the evidence just isn’t there. And as we see an optional release this year of HarmonyOS NEXT, Android’s bough get broken on their sibling turning adult. So good luck with that.

Now we see a Judge giving us that there is a monopoly setting. I am not debating that (a lack of evidence I have), but the setting that we get from ““Google is a monopolist, and it has acted as one to maintain its monopoly,” Judge Mehta wrote in his 277-page opinion” as I see it, the maintenance of a unique field dominance is begotten by the lack of innovation by people like Microsoft who is spreading itself way too thin.  As evidence I ‘present’ Xbox, Solarwinds, CrowdStrike and the list goes on. You see ‘breaking up’ is merely a first step. They will then open the door and the abusive bully (Microsoft) will gleefully shout “Can I play here too?” With a debilitating browser called ‘Edge’. How is that progress? Don’t get me wrong if there is a decent player that can keep up with Google, even Google will applaud that. My worry is that the ideological setting of letting everyone in the sandbox play is all fine, but there is a reason that mothers do not allow toddlers in a sandbox until they reach a certain age. And bar them from playing when they get too old. The worry that I have is that this setting stops Google from evolving beyond the cookie (which is fine by the exploitative advertisers). The setting of other people’s greed who cannot evolve into newer territories. This could now allow Huawei and Tencent to gain even more innovative sides to push into markets where American stage are auto rejected. Tencent is on the cliffhanger to introduce their solution to 150,000,000 homes and they can get there by 2027. 

This will leave Microsoft in a stage where it has no options and no future. As these Fortune 500 will find ways to rise to new frontiers we will see them seeking IBM and Amazon solutions catering a larger downfall of Microsoft. In that stage there is certain a decent amount of space for Google. As they will hand a corporate solution to their ‘office’ suite Microsoft will lose more grounds. The only thing that keeps them up for some time is Excel. But the world is changing what was once a spreadsheet world now becomes an AWS environment and Google can cater there too. I do think that Googles forced push to breaking up is not a great solution, but Google has overcome harder challenges. 

This and my previous article ‘The judge shouldn’t’ gives us the premise that the Antitrust laws are possibly a little obsolete. Microsoft sees this as their ticket in and it is willing to cater to this as it hurts Apple and Google. Two parts the US desperately needs to work at optimum to stop themselves of being overrun by Chinese innovators. You see 7 years ago ByteDance introduced TikTok (not a Peter Pan crocodile). In 7 years it became a near equal of YouTube that was in play 12 years longer. Now I get that YouTube paved the was, but that is the usual tracks for New innovators, they go over the backs from those who went before. Now consider that and the fact that HarmonyOS is about to go toe to toe with Android in only 4 years. That is what I wrong. Not that we think about antitrust. I partially agree with antitrust sentiments. But we need to see that the greed driven use it to keep up, or not to lose their revenue. But that was never the concern of Google (or Apple for that matter). As I see it in the last decade the face of technology was set by Amazon (AWS), Apple (MacWares), Google (Android, G-wares) and IBM (large solutions and Quantum) they create the innovations, players like Microsoft should go under and seek revenue from the Fortune 500. They were the bees knees weren’t they? 

But as I see it, US District Judge Amit Mehta is allowed by law to hand it all over to Chinese innovators. When the EU, Commonwealth nations, Africa and Asia allow these innovator into their governments America becomes a party of one (with 330 million consumers). So consider that the other regions has over 7,500 million people. As I see it it is a hard lesson that America learns twice. Wasn’t the Google premise of 1997 not enough?

Enjoy your day and ponder what benefit was to be had from optionally breaking up Google and who were the actual beneficiaries (not the consumers clearly).

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August 5, 2024 · 13:28

How right I was

I knew I was right. It wasn’t merely my own conviction of self, it was the exposure of two sets of ‘evidence’ as given by some media. The first was my view of gaming, mobile gaming to be presenting the ‘evidence’ Even as it was an ‘advertising’ of the events. It still shows that I was right. You see gaming always pushing the view forward and they forgot what they left behind. I tried to warn Amazon of this, but did they listen? I fear not. Yet that setting now gives Tencent an approachable 5 billion annually as well as give their Tencent Cloud Streaming Services (CSS) an option to not just break into cloud streaming, they also could be handing their TGP (Tencent Gaming Platform) Box a play for the title role in gaming platforms within a year. As it goes forward the TGP will not be an unknown, it will grace third position nearly instantly with only Sony and Nintendo to pass afterwards. I reckon that within 2-3 years it will surpass Sony and Nintendo after that. The benefit for Tencent will not be replacing these two, it will mean that they will be placed next to either or in some cases both. That was the setting that Amazon faced. Yet whilst they heralded ‘Amazon Luna adds more than 40 new games, all from GOG’ last month, they failed to see the larger picture and now Tencent and their TGP are optionally set in a world where they surpass the streaming game providers nearly instantly. Amazon only had to look at the historic market and considered what was possible. Yet their executives didn’t look (apparently) further than the length of their nose and non of them had the nose of Cyrano de Bergerac (or C.D. Bales for that matter). The resulting setting is that Tencent (or as the US fears, China) now gets a new area with gaming Europe and the Middle East as new customers. Another field that the US (with assistance of a short sighted Microsoft) where they hand the keys to a Chinese company. And they did this to themselves. I opened the door by informing Amazon in November 2022 that this field was approachable and ready. So what do we see three days ago in the Financial Review? They title ‘Amazon shares drop as AI costs spook market’ is merely one part, the underlying “investors have signalled growing impatience with tech companies’ efforts to profit from their massive investments in AI”, as well as “Andy Jassy has been cutting costs and focusing on profitability in Amazon’s main online retail business while spending heavily on AI services, which the company has said represent a “multibillion-dollar revenue run rate business”” and all along (for at least 21 months of options towards an estimated $5,000,000,000 annual revenue ignored. How that for captaincy of a ‘Big Tech’ company? And as I saw the gaming precedency go in all directions except for the right one I see that my vision was correct all along.

In a place here they got to drill into new customer places they handed it all to the Chinese opponents. Yay to shortsightedness. 

The second part is a little harder to spot if you do not look in the right direction. That being said, there are a few debatable sights to that. In the first it is my interpretation of these layered facts and if proven right it is less of an issue. Yet I believe that Facebook set the larger premise by not properly investigating the ‘evidence’ they claimed. Their short sighted overseeing hat is going on (relying on ‘their’ AI) and not properly looking at the ‘rules’ or policies they have implemented now gives rise to an altering consumer base that could skip town (their platform), optionally handing a decent chunk of their customer base to Tencent as well. It will not drown them. But answer me this, if you have to report that 10% is skipping your platform. How many shareholders will be happy with the underlying speculated statistics that we get is “The company estimates that 4-5% of those accounts are fake, meaning there may be as many as 150 million fake accounts.” these are the numbers from Facebook. Yet the ‘reality’ from some is that it is 10%-15%. Now consider that these numbers remain and the percentage over the 100% base becomes a number over their ‘new’ 90% base. As such the new base is that it becomes 111% and I believe that 120% is more realistic. Now consider that every investor paying X mounts of dollars now hands their money to 8.3% non valid accounts. It sets the new premise to nearly one out of 10 advertisements misses the target completely. How long until they have to drop prices or actually resolve that issue whilst millions are going somewhere else. That was the second premise that Amazon missed and now we have a massive larger issue. Tencent seemingly has a larger target. In the first to gain their new consumer base all over the world and Facebook (and others) start losing market share. If you think this is nothing ask Microsoft (edge) how they faired against Chrome and whilst they will deny any losses consider that Edge only has a 5% market share against Chrome 65% and Safari 18%. Take that into the settings. Considering that Tencent has a larger reason to promote Harmony OS. A stage that would make China happy as a clam. It will not have a short term impact in view, but in this all Android users in several nations will now have an option to switch Android devices. And the Apple case that is before these courts (se yesterdays article) merely strengthens the premise. I reckon that the Eastern Europe, African, Asian and Middle Eastern countries have a first impact and in that setting  America is the first to lose global market share. This last bit I gave you is highly speculative, but as my settings are confirmed I feel that this is a direction is a valid one. And it is all founded on two players (Amazon and Facebook) let is happen on their watch. Don’t believe me, feel free to read the articles I put on my blog from November 30th 2022 onwards (and several before that). The captains of industry and their governmental tools believed their own spin (read: marketing BS) and took what they spun as ‘truth’. All whilst there were visible parties out there. 

Granted, I am talking in my own street and that is also debatable, but you could read up and conclude for yourself. As such two elements handing billions of revenue that certain players left lying on the floor and I have no non-existent AI, merely my own noggin and it is working fine, thank you very much.

Enjoy this Monday.

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