Category Archives: Finance

A dark journey

This journey isn’t for every one. I have hd the same setting earlier and the same conclusion as well, but I was never outspoken about it. I got there via two articles. 

Overdose
The first article is given to us by BBC (at https://www.bbc.co.uk/news/world-middle-east-66810832) where we see ‘UAE seizes billion dollar amphetamine haul’ there we are given “A portion of the 86 million Captagon pills police in Dubai say was seized”. You see, there is literally no reason to be this stupid. This amounts to 10 tablets to EVERY citizen in the UAE. The UAE has a remarkably well organised detection team as well as a well organised cyber investigation team. This was never going to go right. And lets be clear, the idea to set a market to serve 100% of a population is just insane. And I am not the only one thinking this. Dubai and Abu Dhabi are thinking pretty much the same thing (my speculation). This is either a distraction or it is about destabilisation. How? Your guess is as good as mine, but I see o other setting than these two. Perhaps they whistle this load whilst 100Kg (or more) gets safely transported via other places. Now, that would make sense. The materials cooked are not the issue. If you can make that much, you can make 100Kg more. But was it really about the drugs or the distraction. Perhaps it was about finding the right people to assist them in this endeavour. As I said, your guess is as good as mine.

The second article is also from the BBC (at https://www.bbc.co.uk/news/world-us-canada-66826895) with ‘How the fentanyl crisis’ fourth wave has hit every corner of the US’ there we are given “the US witnessed a grim milestone: for the first time ever, drug overdoses killed more than 100,000 people across the country in one single year. Of those deaths, more than 66% were tied to fentanyl, a synthetic opioid 50 times more powerful than heroin.” It seems that the war on drugs is not working. I see only one solution. After the arrest, just put drug dealers to death, no long trial, no long Rebuttal. As their stuff kills millions, they too should die. And after Breaking Bad, drug dealers have been romanticised. No matter how this plays out, we need to change the game. All this lame war on drugs is as useless as anything we see. Its like throwing your 17 year old daughter naked in a room full of horny sex depraved men thinking she will still be a virgin in 300 seconds time. It is time to change the game with deadly precision. The talkative weak minded liberal politicians have had decades and nothing was achieved. 

Consider 2000, the movie Traffic is released. We see several sides of the drug market and that market had been growing for decades, now a quarter of a century later, it drains healthcare, it drains prison space and it drains the patience of the parents of the victims of drug trafficking. 

Patients and funds are gone. Now, why didn’t I speak up earlier? I did, but not to this degree. You see when nations are attacked and the intent is destabilisation of a government it becomes a very different problem. You see it might start in the US, but the greed driven are never satisfied. The EU is next and after that who knows? With the UAE it becomes a different game, but when you see a board and you do not know whether the data refers to Chess, Checkers or Go it is a hard issue. The hard issue is whether the data supports the view, whether the game presented reflects the real issue or whether it is merely a smokescreen telling us it is one of those three. This matters because in an age where we cannot afford these leaps, we need to make sure that any false leaps are stopped and fast, which is why I am on this dark journey.

Is there another option? 
It is a fair question, but the death graphs from the US implies that it is already to late for that. Before this is stopped hundreds of thousands will die. Now, we have plenty of people (8 billion), so this could go on for a little while longer and if it does the US will be without healthcare funds. This will not take long, I reckon that it collapses within 5 years. So what will we do after that? What will the US do, what will Europe do? Your guess is as good as mine. I reckon that the UAE and other Arabic nations will see that the US is on track to lose it all, and after the Kingdom of Saudi Arabia locked down on drug offences and last year performed at least 20 executions for drug offences, the UAE might follow that course. When the deaths and the cost of healthcare starts adding up, it might not have another option open to them. The fact that they captured 13 tonnes of amphetamine pills smuggled in furniture is one side, the other side is that there is no prediction on what got through via other means. It is speculation on my side, but when you consider the data, I am very likely to be right on this (a little less on the reason on why it is done).

Enjoy the day, Monday is almost here.

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Sentimental Journey

I just had one. Not the one you think. In the 90’s movies and games were relatively expensive in the Netherlands. In the Netherlands a company named Homesoft had control of video games, and as such in 2000 I got Tomb Raider: The Last Revelation and Diablo 2. One for the Dreamcast and one for the PC. The ferry from Hoek van Holland to Harwich (plus train to London) was around $59. The two games in the UK saved me around $40, so for $19 I went to London for the day, bought the 2 games (and a few other items) and took the night ferry back. 

I was able to upgrade to a cabin for around $30 more. It was the cheapest weekend trip and I got to walk on Regent Street, Picadilly, went to the Virgin Megastore and did a few other goofy things. I spend the day in London (from around 09:00) and for one day I felt like a king until the train around 17:00 took me back to Harwich for the night boat back to the Netherlands. 

This sentimental journey was recalled through the Khaleej Times who (at https://www.khaleejtimes.com/uae/uae-iphone-pre-booking-draws-shoppers-from-india-pakistan-europe-to-dubai) gave me ‘iPhone pre-booking draws shoppers from India, Pakistan, Europe to Dubai’. It is here that we get “In places like India and Pakistan, iPhones can be quite expensive because of the taxes”. OK, I get that. Yet I am a little surprised that people from Europe are equally signing up for that, as we are given “A European tourist arrived in Dubai last week to get his hands on the new model. “There’s a big demand for iPhones in my country and I can get them at a relatively cheaper price here.”” It all makes sense, but I was unaware that it pays to travel to get the iPhone cheaper. It was around 6 years ago when I was ready to upgrade my old Huawei but the mobile stores did not have the 64GB edition, only the 32GB edition. Even thought here was a 64GB edition in existence. I speculated that the mobile providers wanted people to upgrade their phones every year, which would not be initially needed with a 64GB phone. In the end I found a way around it and now I rely on my Google Pixel to get me by and so far it has not let me down. The iPhone is not the cheapest and the iPhone 14 pro max is $2100 here, so I reckon that if we can get it at least 25% cheaper in Dubai it starts making sense. A flight from Sydney to Dubai (with one stop) is $961. The iPhone 15 Pro max is in Dubai $2155. You think it is the same and it is at present (I gave the 14 price as that is in the shops). You can preorder it for exactly the same price. So from Sydney a trip to Dubai makes no sense. Yet in the Netherlands it is €1.479,00 which comes down to $2,450.74 with an additional flight of around $500, so it is not that cheap, but you do get an iPhone on day one and the difference almost makes for the flight. So the math works out well for some and a little less for others, but if you have to have that version 15, a flight to Dubai suddenly makes a lot of sense. You could see it as a cheap short vacation to Dubai. When I was going over the text and I was doing the math my sentimental journey came back to me. Especially Diablo 2, which ended up giving me a massive amount of joy for a very long time. So when will people consider getting their new MacBook Pro or MacBook Air in Dubai? When you do the math, these additional items make for a free trip. A simple MacBook Pro (€ 4659) ends up being $7717, in Dubai we get it for $6961, so now we are already breaking more than even with the flight. And customs can’t do anything, just put a local sticker on the top of your new apple and it is your own already owned MacBook Pro (with non UAE stickers on top). 

I have no idea how much the people save when they get the iPhone and the MacBook Pro, yet I reckon that some might save even more. Making this and perhaps others too a really nice deal. And lets be honest. When you can get exactly the same stuff down the road or in Dubai. Who would not be willing to fly to Dubai? Even if it is just to have a shawarma in the mall (not the worst reason to go to Dubai). 

At this moment I am just smiling. It was been 24 years and we still try to get the best deal for ourselves and in this case a little more than a good deal. I remember in the 80’s it was cheaper to fly to America to get a car there then to buy an American car in the Netherlands. I never got one, but that setting also (to some degree) applied to get a car in Germany (a German model), then commerce houses started to strangle parallel imports and with the EU that all stopped. I wonder what they will do next. You see they might safe in one side, but some aren’t paying taxes, so why not get it in a tax zero nation? I reckon that this could drive commerce up in Luxembourg and Monaco. And a flight from Amsterdam to Nice is $133 (with an additional train ticket to Monaco) now the math really tanks in your favour. The train to Luxembourg is around $55, so people have options. In this day and age when the bills bite saving is key and we all try to find a cheaper way, don’t we?

Enjoy the upcoming weekend.

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The rivers Wept, Wimper and Whine

So this is a story with an edge and with a side that I am ill suited to respond to. Yet, when I saw the Guardian with ‘Megacities in the desert: the human cost of Egypt and Saudi Arabia’s bold new projects’ (at https://www.theguardian.com/commentisfree/2023/sep/11/egypt-saudi-arabia-megacity-human-cost) I just had to respond. You see, we might give weight to “In their rush to claim the future and concrete over the past, these vast rebrands are demolishing people’s homes and their heritage” but did anyone remember the people and the heritage demolished around London, around Paris, Im most of the United States, parts of Canada, massive parts of Australia and we could go on for a long time to come. How much consideration were they given? So now as Saudi Arabia is pushing borders in unimaginable directions, now we complain? Go whine me a river (pretty please).

And when we consider the amount of people who ‘lose’ a part in Saudi Arabia and Egypt, which I am happy to consider is true. Let’s put them against lists of people in the UK, France and the United States, who had to give it up for progress. There is also a chance that Japan unsettled scores of people building through their industrial age, so that list might dwarf the events in Egypt and Saudi Arabia to almost nothing, almost I said. When you consider that NEOM and the Line are projects never undertaken ever before. When you consider that NEOM will be 22 times the size of New York, making it the biggest city on the planet. We need to consider that this has never been done before and it dwarves the achievements of the USA, Russia and china to several degrees. Yet, the Guardian gives us “Hussein Omar’s mother, as well as some eight generations of his family, are buried there, and he hoped one day to lie next to them. He tells me that for years his family has been in deadlock with the state over what rights they have to visit, but that has now escalated, as the graves themselves have come under threat of removal” As such one source gave me the 10 Cemeteries that were relocated to make way for human progress. So how much thought did the Guardian give for these events? How many in the UK, how many in France. You get the idea. And the fact that Saudi Arabia has 36 million souls (living), the UK has 68 million souls (sort of living) and in this case Saudi Arabia is (roughly) 782% larger. As such, how many people are really being ‘dislocated’ and how many were dislocated when the UK decided to put in the train tracks, the subways and we can go on a little while longer. The same could be said for France and a lot can be said against the US who made a whole lot of native Americans extinct in the name of progress. 

Progress has been the handle to use by many, as such it will be handled by the Kingdom of Saudi Arabia as well. But who is giving us a clear top-line of numbers and areas as each nation is affected, yet we do not get that will we? It pushes the story of Hussein Omar and its writer Nesrine Malik in a different category. I am not stating that the story is wrong, or should not be given, but should we not get the real picture? Should we not get the real impact and optionally the amount of jobs created, the amount of economy served to better the setting for that nation? Just a question, feel free to give it a swing to your own liking. I am merely trying to keep it real, did I succeed?

Have a great day.

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The future is today

That is a small reference to Beaker, the assistant of Muppets lab where the future is being made today. The thought came to me after seeing an article which took me back to one of my articles. The article in question is ‘On the way to……’ (at https://lawlordtobe.com/2023/07/28/on-the-way-to/). In that article I give the readers “Yet the larger part is how the prices (allegedly) dip a little in early 2024, as I see it as these settings continue, the world (EU and USA) will face oil prices of $90+ from December 2023 onwards. I have no idea how high they will get, but the larger setting no matter how managed it is, the shortage will continue and press pressures up to weird levels all over Europe.” So that was my prediction at the end of July, two months ago. I was called all kinds of things, including Arab buddy and wog friend (whatever that is). So now we get ‘Oil prices ease after Saudi, Russian output cuts but hold above $90’ (at https://ara.tv/24w46), so basically we are already at the $90+ point and it was (as I personally see it) clearly visible. And when we add “The supply cuts overshadowed continuing concern over Chinese economic activity last week, but investors looked to be focusing on demand drivers on Monday, with the International Energy Agency (IEA) and the Organization of the Petroleum Exporting Countries (OPEC) due to release monthly reports this week.” It is more than the simple demand drivers. Yes, these drivers are a first, but the environment, the effects are now becoming a second. The larger setting is that the hot summers are likely going to be the fuel for a drastic and much colder winter. If that is true (and it is pure speculation) the west and especially the northern hemisphere could require a lot more oil for heating and that will drive up the oil price ever further. I have no idea how high it will get but it is already above $90, as such $100 per barrel is not out of the question, but this is not my ballgame. I saw the increase, but how high is less my issue, or my interest as I do not own any oil wells. 

So what will happen next? Well, there is some confusion on that. The EU and US have alienated Saudi Arabia as well as some of the other OPEC nations and with Russia in the state it is in a lot of oil is no longer available to the EU, yet the US is the largest producer at present and where it all goes is up to all of you, but it comes at a price. What that price will be is anyones guess but the demand of oil keeps on pressing and the needs during coming winter could reach new heights. But that is pure speculation from my side. I have no information that could be ruled as acceptable evidence. What does matter is that whilst I saw this moment two months ago, too many were in doubt or flat out denying this and we are now entering a stage where denial is the start of disastrous folly. For me the fun part was that I was right all along (yet again) and I am perhaps Beakers twin or assistant and I predicted the present two months ago. OK, I expected this to happen in a few months, but we are already there, all whilst others were playing possum with the reality of events.

Enjoy the day.

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Folly and opportunity

Yup, a setting that has both. You see yesterday I offered the quote “I made mention of Deeper Machine Learning. This is awesome, it is not AI (AI does not yet exist) but it got me thinking. You see, we now see mention of AI in construction. This is about to go bad, really bad and Trusting these buildings will become folly soon enough. I will try to explain that soon enough” and that soon is now. To see this we need to make a few sidesteps, but it will be clear soon enough. For this I selected ‘Building a smarter future: The impact of big data and AI in construction’ (at https://www.pbctoday.co.uk/news/digital-construction-news/big-data-and-ai-in-construction-trimble/132005/) there are several sources, but this one got a few things really right and that matters to me. They give you “Because computers can be programmed to analyse questions and situations using thousands of parameters in the time it takes most of us to type them in, they’re an incredible tool that we can use to do complex calculations in a fraction of the time it takes any human, and because they approach every situation with logic, they can make the most rational decisions even when we can’t. Artificial intelligence in construction simply takes that to the next level, applying machine learning, which allows those same computers to learn from situations they’ve encountered before and to adjust their results accordingly.” I do not fully agree, but they give a better explanation then most others and they made the big good one by giving us ‘applying machine learning’ this is correct. 

Why is this what?
That is the setting, you see to see this I will need to take you on a little time travel. That is after you realise that machine learning depends on data, loads of it. But in all this the right category is also important. We are about to overlap best practice and best results onto the cheaper way, the cutting corners way. We might rely on movies like the towering inferno (1974) where the movie based on two books namely the Glass inferno and the tower. In the movie we see the bastardly electrical engineer who cut corners (played by Richard Chamberlain) and the architect played by Paul Newman. There we see the little conversation that the electrical engineer Roger Simmons kept to building codes and that the demands by the architect Doug Roberts were outlandish and to cost driving and fair enough, the building burns down on opening night.

Children of Mediocrates
The previous one was a story, fiction. But reality is not. In the 90’s captains of industry shook hands with politicians and a lacking drive was introduced. Almost like the philosopher Mediocrates who introduced a new life lesson ‘Meh, good enough’. I was actually in some of those meetings where we were told. “What if the strive of excellence is not 100%, but 80%. What had is it to be still really good. How much easier is it to build your bonus when we expect a 80% line?” I was there, I heard it all and I was told to adhere to it all. And yes the bonus for me was easier and I was merely in customer service, but it felt wrong. 

Nowadays
So back to today when we look at the application of what some call AI (a wrong term). The data it relies on cannot tell the difference because best practice and cutting corners are all the same thing and it will set a flawed recommendation and the larger folly is that the people in control of that data will not distinguish between the two fronts either. They are to young to tell, or they cannot tell the difference, because those filling their pockets are no longer around. It is a recipe for disaster and when was the last time when construction disasters went without casualties? 

This is the setting I see coming and there is also an opportunity. You see, those cutting corners did not protect the original path. As such these patents and IP points are now open and unprotected. As such these options are there for the clever people to create new innovation patents based on the open original patents, the ones the cutting corners people let be and there should be a fair amount of them all over the field. This is merely because best practice was too expensive for them and now those options are open. An example here might be the Reinforced autoclaved aerated concrete (RAAC). We are now seeing all the issues and the hundreds of buildings that have them. It was an invention in the 1990’s, making the timeline fit. And now we see “Concerns were amplified in 2023 following reports of an earlier roofing collapse at a British primary school, which fell without warning in 2018” Now, one does not mean the other, but there is a premise that fits and as such we see the larger danger. Consider that this all gained popularity in the 50’s. So how many new patents were created based on this idea, and what was left behind and unprotected? I will let you do the math, but whomever has those innovation patents will have the option to fill there pockets with the best practice approach whilst too many are merely in it to make a buck. As such the folly of hiding behind AI is about to hit a lot of people squarely in the face, all whilst the clever people will be able to turn a coin as they have the patents and they will be the only player to be considered soon enough.

Hiding behind hyper words suddenly gives others a chance to become serious players where the big boys never wanted them. How is that for poetic justice?

Enjoy the day, most of the week is still in front of you.

 

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As ideas evolve

This is a story with a few sides. The most prominent side is based on the continuation of Ludum Scriptor, which I wrote 2 days ago (at https://lawlordtobe.com/2023/09/08/ludum-scriptor/) there is set out a new premise, one that could have larger benefits. You see, as I was evolving certain ideas. One of them was to give football and fantasy football a new tool to provide their thoughts for progressing their game.

An old game for football addicts was Subutteo. We forgot about the old ideas, but they were good ideas. Now consider that with Deeper Machine Learning we an create any football game and as they are virtual and not based on plastic, they will look a lot more like the players. Any team in the world. Football, NFL, NBA, NHL and that list goes on. People can write and blog about their teams, they can write it in any way they want and that was when the wheels went in overdrive. You see, player cards and all kinds of other means could be made available for bloggers all over the world. And that list does not stop, not for some time. You see Deeper Machine learning as a tool for something like I wrote can do more and YOUR imagination can only drive it further.

Why Microsoft will fail
That was my premise and I kept on referring to a chihuahua stating ‘Try Azure, Azure smells nice’ was only to some degree a joke. But someone on LinkedIn gave me an idea.

You see being on par for a year gets you 1 (or 1365), but the smallest increase gets you to 37.7, 37 times the one you were one year later. And then there is the decrease. Even when you consider 0.99365. You end up with a mere 0.03, that is the difference between the innovator and the copycat. Microsoft lost out sixfold and they will lose out more and more. They are buying all kinds of firms, but like in the 90’s it is a recipe for disaster and innovators will walk out, they nearly always do. You see, in the end it will bite their bottom line and soon their board of directors will make knee jerk decisions making matters worse. When I stated I would make my IP public domain before I allow Microsoft access to it I was not kidding. Microsoft is as I personally see it becoming the larger problem in any equation and it does not stop there. I made mention of Deeper Machine Learning. This is awesome, it is not AI (AI does not yet exist) but it got me thinking. You see, we now see mention of AI in construction. This is about to go bad, really bad and Trusting these buildings will become folly soon enough. I will try to explain that soon enough. 

The evolution
I looked at the idea before I figured out that there were 600 million bloggers. I have no idea there are on the Vlogger side, but I expect that we are looking at interesting numbers. There are millions of fantasy football fans, hundreds of millions of sports fans and giving them space to expose that idea to them will offer more and more space others would like to try that option. We are in all effect dipping our toes in the water and all these numbers does not mean success, lets be clear about it. My idea remains that, an idea that could be liked by a lot of people, all that considering that others have done close to nothing, makes my idea stellar to say the least. 

When you consider that and when you consider creating ML and DML tools aiding people will create evolution of their work and optionally more people considering this. Not all people are creative, they merely think that their writing is not enough, these tools will enable those on the fence and that is already a win for the exploring team. What matters is that on the end of the weekend I came up with more, all whilst others seemingly came up empty. A nice end to the weekend. I have been considering additions to the field of Vloggers and also places where vloggers can propagate their work. Bloggers have their own space and for that I have additional ideas too. An active field where we switch the awakening to the pro-active, but that is for another day. I did my cerebral activity to keep me happy, time for some Ravioli.

Enjoy Sunday.

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America is for criminals

That was the realisation that I got today. The reason that I had that thought was a BBC article. The article (at https://www.bbc.co.uk/news/business-66747694) gives us ‘Another FTX executive Ryan Salame pleads guilty’. It is there that we find “He agreed to surrender more than $1.5bn (£1.2bn) to authorities. The pleading comes ahead of the October trial of FTX founder Sam Bankman-Fried.” I had issues from the very beginning, the total lack of checks and balances were the first hurdle I saw avoided by too many. The fact that someone can just push over a billion dollars out of the way is what I personally regard a first piece of evidence. That in itself does not warrant my thought that America is for criminals. That is seen with “authorities said they would accept $6m, two properties in Massachusetts and a 2021 Porsche as part of the plea deal, according to Reuters.” That is the deal for criminals. Fail your criminal empire, you get millions, two houses and a Porsche, that is nice too, not? Has anyone gone insane? That I the way you hand over the keys to criminal empire makers and no matter how you think it goes. The station of crime pays in America. My question becomes what did after former Alameda chief executive officer Caroline Ellison, former FTX technology chief Gary Wang and former FTX engineering chief Nishad Singh get? The setting of such a deal that they all get some plea deal with houses and millions is just too sickening to my stomach. In the end we have one month to go until we find out what happens to Mr Bankman-Fried (or Mr Bonky-Fired as I call him). I wonder what plea deal awaits him. What option do they offer him as he was too confused for matters. Perhaps it is the the crypto currency what drove him insane, it gave too much imbalance to whatever medication he was on. prosecutor Damian Williams, US attorney for the southern district of New York gave us “Ryan Salame agreed to advance the interests of FTX, Alameda Research, and his co-conspirators through an unlawful political influence campaign and through an unlicensed money transmitting business, which helped FTX grow faster and larger by operating outside of the law,” Yet I wonder not what was said there, I wonder what was possible to set the station to advance criminal intent within the law, that is the stage that is connected and it is the parts that is not drilled on. Yet, that is pure speculation from me. 

The fact that billions went awry is still matter for the court, because that is the stage that is perhaps largely ignored. I personally see it as an absence of checks and balances. And yes, I could be wrong here. But when you consider the way that billions were moved from left to right, from the US to untouchable to the US is still matters to consider and with proper checks and balances this should not have been possible. So in the end, is America merely a place for criminals and greed driven people now? I will let you ponder that, but remember that the plea deal here included millions, a luxury car and two houses. That person will be allowed to live in a style that well over 98% of Americans will never know. Consider that part of the equation too.

Enjoy you weekend without millions, a Porsche and two places to live.

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Has the world gone mad?

Yup, this was my very first thought, it was not a nice thought (I’ll admit to that) and it was given to me by Al Jazeera (at https://www.aljazeera.com/news/2023/9/6/us-eu-uk-officials-visit-uae-to-discuss-russia-sanctions-cnn-report) where we are given ‘Western officials visit UAE in efforts to halt exports to Russia: Report’ the byline of “The Wall Street Journal initially reported plans to jointly press the UAE to halt shipments of goods to Russia” does not help much. In all honesty, who the fuck do they think they are? You see, we were only given a week ago ‘Beer giant Heineken sells its business in Russia for one euro’ (at https://www.news.com.au/finance/business/beer-giant-heineken-sells-its-business-in-russia-for-one-euro/news-story/1f6e65254890bfbd6d1757d70deb351c). In part I think that it is nice that it happens after well over a year when things should have stopped, but let things flow (especially beer). You see, the largest problem is that places like Align Technology (USA), Cloudflare (USA), BT Technologies (UK), Fenzi group (Italy) and a whole range more are according to sources still operating in Russia. Yale is giving us a list (at https://som.yale.edu/story/2022/over-1000-companies-have-curtailed-operations-russia-some-remain) where we find ‘Over 1,000 Companies Have Curtailed Operations in Russia—But Some Remain’ after 560 days of war. I admit that the list is from 2022, yet there Heineken wasn’t even on the list. So I would kindly like to request that the representatives from the United States, British and European Union who are visiting the United Arab Emirates amid concerns regarding shipments of goods, including computer chips, to Russia that could help Moscow in its war on Ukraine would kindly ‘Shut the fuck up’ and clean their houses first. This group of snivelling little clowns do not get to tell anyone anything until their citizens and corporations seized all operations. I think that same message could be given to anyone visiting any Middle Eastern nation with a similar request. I do not disagree with the sentiment, but to do that whilst your places are still operating in Russia is just too hypocritical for any consideration. And even after that, there is still China to consider, they will never consider that request beyond certain levels and as such, why is this request coming to the UAE? Are the American parties making money of puppets in the UAE to keep their hands clean? I cannot say that this is happening, but there are plenty of ways for zero tax nations to make a bundle being the front person of a large deliverer. Oh, and by the way in 2021 on September 20th, Jesse Benton and Doug Wead pleaded not guilty in the U.S. District Court for the District of Columbia to charges of making a straw donation to the Trump campaign in 2016 on behalf of a Russian national. So is that case going? I am just asking, because On February 17, 2023, Jesse Benton was sentenced to 18 months in prison, the other one died in time to avoid conviction. With the US in shambles and the US setting up all kinds of foundations of avoidance by US Republicans into stopping assistance to the Ukraine, I think that envoy should take a breather and stop being silly. Some of that ‘anti-assistance is less than a month old’, as such I wonder who on earth would be this stupid. So when we are given “The senior Western officials arrived in the Gulf nation this week to discuss sanctions on Russia, as concerns mounted that Moscow was bypassing them through various means, a US embassy spokesperson told CNN on Wednesday.” All whilst the US, UK and EU are still very much invested in Russia is just too crazy for words. 

I am not stating that you should believe me, I added the sources that were available to me and that list, I made mention of it earlier this year (might have been in 2022), so when I saw this article in Al Jazeera I wondered why the other media are shunning investigating businesses with vested interests in Russia, there are apparently well over 1000. So why is the UAE such an issue? I honestly do not know, but the idea that there are western politicians with a ‘look there’ all whilst they are filling their pockets (the Trump Case) is just too silly for words and these representatives should take a hard look at what they are not doing at home. Just a thought to entertain.

Enjoy the upcoming weekend that is for most a mere day away.

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When the competitor launches cloud 9

Yes, that is the setting and it does refer to the previous two articles as it involves Microsoft, but this is not about Microsoft. You see, Microsoft exposed its jugular and I am always looking for a new job (a new challenge is more like it) and as Microsoft screwed the pooch (the Chihuahua and their customers as well) I decided the take a look. 

Google
With Google (a preferred first) there is a initial first, a bungle of sorts. You see a small quirk. Google dropped the ball (not the first time) and it is shown in the image below.

So when I search ‘IBM Cloud’ and ‘EVROC cloud’ I get the option ‘news, in the case of Google, I do not, I actually have to enter ‘Google Cloud News’ to get the news option. So how is their (so called) AI? You do know (and I have been explicit about it) on the fact that AI does not (yet) exist. It is all machine learning and deeper machine learning and it is all awesome, but it is not AI. To be a little frank. I usually search for topics and seek out news and for some reason my Google search does not catch on, so how is that AI? It is all data based and as such it is flawed, the fact that I still have to enter the search more than once adding the word ‘news’ is indicative of that. 

Beyond that we get (when I got it) ‘Google Cloud spearheads a revolutionary shift in cloud tech with generative AI’ which we got on the Next’23 even where we are given “We are in an entirely new era of cloud, fuelled by generative AI. Our focus is on putting gen AI tools into the hands of everyone across the organisation—from IT to operations, to security, to the board room. As the industry’s most open cloud, our goal is to help companies use AI and other cloud technologies to streamline their operations, increase productivity, and create entirely new lines of business.” Yet from my point of view all this needs to be data driven, and as such (as Microsoft opened the rift) their data centres and especially their worst case scenario better be upgraded (daddy needs a new pair of shoes). And when you consider the blunder of a previous mentioned participant, that review better be done yesterday. 

EVROC
Now we get back to an article the BBC gave us 4 weeks ago (at https://www.bbc.com/news/business-66310714) where we learned ‘Why it matters where your data is stored’, and here we are given “Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” And the ‘silent’ setting is that they want to secure a chunk of Amazon business and that is fine. Yet, I already highlighted that their option was the Middle East (Riyadh and Dubai), they have billions in vested interests and EVROC could make a nice coin on the side for these two places alone. I mentioned that, but that was before the the massive bungle that a certain company (with the same first letter that MacDonalds has) made, so now EVROC has additional options to clear business thresholds. That does not take Google and IBM out of the race, but it does open the doors of business opportunity for Evroc, as it does for Amazon, but that is for later.

Amazon
And later is now, you see ARN also gave us ‘AWS hints at partner program changes for AI and partner engagement’ and their selling point could include ‘We do not go down for over 24 hours’ but that too requires an overhaul and testing for its operational stations and even as winter is coming to Europe (no dragons in sight), the setting changes a little. You see one company exposed its jugular and three other players are now out for blood and they will secure some of it. Not all, but it will hurt the other bungler their business. I did not mention Apple and IBM, they have their own settings and they are solid in what they offer, but there too is the warning that their operational settings better be tested immediately. You see a night shift with 2 extra workers might cost a company up to $300,000 a year more but that is earned with adding less than 10 small customers. That was the bungle, and some customers are charged a lot more than these two employees cost and when you realise that part you see the massive bungle I described a mere 17 hours ago. That was visible on many fronts and now others get to step in to make the damage to that one player worse. 

All this is a setting that could have been avoided by the simple application of checks and balances. Now does the stupid response ‘We lacked staff’ make sense, or better does it make sense how stupid the response was? I never bothered reading the report, it is a document to appease customers and shareholders and I am neither. Common sense told me what I needed to know and now that I am adding these elements I hope I satisfied the over enthusiastic fan that responded with “What do you think you know?” You see, then sarcasm backfires it becomes irony, so I hope that todays article was loaded with the irony he (or she) needed. The cloud field will not change too much, but one player will likely lose a lot more than they are comfortable with, but that is my personal view on the matter and I might be wrong, but in a stage where nearly every customer wants to cut corners on cost and staff, it is a pretty safe bet that I will be correct. That is all apart from the fact that places like Amazon and Google (and now EVROC too) are always seeking more revenue.

Here endeth the lesson, enjoy the day. If it gets too sunny, know how (and be able) to restart the cooling fan.

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The yoke is on Microsoft

Yup, this is a ‘create howls of deriving laughter’ on Microsoft, but not in the way you would expect it. So, this all started a few hours ago when I saw an unknown party called ARN  give us ‘Microsoft blames Aussie data centre outage on staff strength, failed automation’ (at https://www.arnnet.com.au/article/708608/microsoft-blames-aussie-data-centre-outage-staff-strength-failed-automation/) where we see “Microsoft has blamed staff strength and failed automation for a data centre outage in Australia that took place on August 30, disabling users from accessing Azure, Microsoft 365, and Power Platform services for over 24 hours.” And my (first) thought was ‘Is Microsoft really THAT stupid?’ You see, to see that thought you need to be aware of a few small issues. The first is “Microsoft confirmed Monday that it’s eliminating additional jobs, a week after the start of its 2024 fiscal year. The cuts are in addition to the downsizing announced in January that resulted in 10,000 layoffs. The software maker also disclosed a small number of cuts this time last year.” With the additional “US tech giant Microsoft has axed more Australian jobs after the company made major staffing cuts across the globe earlier in the year. About 50 Australian employees are believed to have lost their jobs this month, Nine newspaper the Australian Financial Review reports.” Now, job losses happen everywhere at this time and we get it. There are all kinds of issues and Microsoft is one of many shedding jobs. But to see ‘Microsoft has blamed staff strength’ after they shed 10,000 plus jobs is just the joke of the century. I get it, one job is not another job, but when you have shortages in a place that is riddled with ageism and wannabe hires (dynamic young people) whilst your operational settings are below par just doesn’t work for me. I see the same fake jobs from providers like Hays and they will not respond and often ignore you. That is the party to be for players like Microsoft and they now claim that there is no coverage does not hold any water with me.  So when ARN gives us ““Due to the size of the data centre campus, the staffing of the team at night was insufficient to restart the chillers in a timely manner. We have temporarily increased the team size from three to seven, until the underlying issues are better understood and appropriate mitigations can be put in place,” Microsoft wrote as part of the report.” I wonder if their cost cutting stages are merely a joke and what company would have trust in such a system when “Azure, Microsoft 365, and Power Platform services” were down or unreachable for over 24 hours. That point is clear, is it not?

Consider the simple math. How much traffic and how many companies rely on that data centre? How come that there are only 3 people at night? So consider “Microsoft said that the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” with the added “the staffing of the team at night was insufficient to restart the chillers in a timely manner” so do you think they royally screwed that part up? And in that setting how many data centres (all over the world) are understaffed? When the coolers cannot be manually started in these places, how much revenue will Microsoft miss out on, because these affected firms might optionally have a case to sue Microsoft for damages. No matter how that report phrases it, the lack of data centre labour (especially after they sacked well over 10,000 people) will not be met with a friendly judge and for Microsoft there is an additional danger. When third parties like Evroc start getting business from companies that once held Microsoft high in its banner, the walk-out might become a lot more severe and that could spell more bad news for Azure (something Amazon AWS will love) and there is a decent chance that some will optionally switch to Google or IBM. All losses for Microsoft who thought that keeping 3 people at night in a data centre was enough, all whilst THEY THEMSELVES give us “the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” and that is the stage all those using a Microsoft data centre face? It is my personal opinion that someone bungled the minimum staff at a data centre during the night and even as winter is now coming to the northern hemisphere. The southern hemisphere is going into summer. So what about the Data centres in Riyadh and the UAE? In Riyadh it is around 45 degrees Celsius and in Dubai it is only 3 degrees cooler. So what happens when they need a manual restart of the cooling units? All simple questions and we could say that Microsoft has that covered, but it seems that according to ARN they do not. A simple operational question: ‘What is the minimum required staff coverage at night in a worst case scenario?’ As far as I can tell (trusting the ARN article) they were not ready and the fact that they upped it by over 100% shows that Microsoft was simply clueless on this issue. Feel free to disagree and I expect you want to talk to the corporations that lot Office and Azure for over 24 hours, but I reckon that we will not get access to those names, and that is fair enough. But do the companies who had to go through this feel the same way? I doubt it.

Enjoy the warm Tuesday coming to you.

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