Category Archives: Finance

November 7, 2025 · 01:52

Blame who?

You see, we all like to blame the first party we see and the richer that person is, the more guilty he can be painted. That was the setting I saw in the Reuters story (at https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/) where we are given ‘Meta is earning a fortune on a deluge of fraudulent ads, documents show’ and the underlying text “Meta projected 10% of its 2024 revenue would come from ads for scams and banned goods, documents seen by Reuters show. And the social media giant internally estimates that its platforms show users 15 billion scam ads a day. Among its responses to suspected rogue marketers: charging them a premium for ads – and issuing reports on ’Scammiest Scammers.’” Seems to lay the blame squarely in the lap of Sir Mark Anthony Zacharias of the Zacharians from the city of Rome (I need to introduce drama here) but is that correct? I am not claiming he is innocent, but is it completely there? Or is there another side to this. You see, Meta, Facebook and legions others are in that same setting. What brings out the stage of Meta is the numbers of ‘willing to be fooled fish’ in that batter. And when we are given “A cache of previously unreported documents reviewed by Reuters also shows that the social-media giant for at least three years failed to identify and stop an avalanche of ads that exposed Facebook, Instagram and WhatsApp’s billions of users to fraudulent e-commerce and investment schemes, illegal online casinos, and the sale of banned medical products.” We see the blame and the blame at the top of the hill is a youthful young sprout (41) called Mark Zuckerberg with his $251,000 million in his wallet (I am willing to wager that this amount does not fit in his wallet) and there is a reason for my approach here. You see, everyone is so happy that there is a setting for advertisements and that ball is thrown all over the place and as I personally see it, I reckon that LinkedIn is in a similar place and there another setting exists. The scammers place an job ad in LinkedIn and from there they get their pool of optional gophers to dig into. In the last week I have had over half a dozen scam attempts and I believe the source to be LinkedIn. As such I have a different setting. I reckon it becomes a massive essential development to tackle the Advertisement settings of these settings. Better protection is required and larger systems are required to vet the advertisers. I know that all kinds of people will object for whatever reason, but that means that you do not get to whine if you are scammed. And what about the FTC? The FTC has primary responsibility for determining whether specific advertising is false or misleading, and for taking action against the sponsors of such material. You can report consumer fraud to the FTC. So what did they have to say? And that becomes interesting as the Article by Jeff Horwitz does not mention the FTC, not even once. So what did they have to say? Or was the win here to paint the guy with the big wallet? So how does that play out with LinkedIn, what about TikTok (I am not on TikTok, so I am clueless here), I also dropped Facebook over a year ago. 

But the setting is clear, the Reuters story is massively not-finished. And there is a bigger setting. We went with the old settings and applied them to social media, but there are different rules that need to be applied and a simple portal or over the phone advertisement sale will not be sufficient for the safety of the consumers getting scammed. So, basically I am merely on LinkedIn and as such (with the scammers to try me) there is every chance that they have a similar problem and in that setting there are several job sites that need thorough sanitation (my personal view) because they are in the setting that every advertiser is revenue in the bank and that is not always the case. 

So the short and sweet of it is that there is little doubt that Mark Zuckerberg holds some of the blame, some, not all. Because as I see it, the FTC has a much bigger problem. And where is the Federal Trade Commission in all of this? And when we see “A cache of previously unreported documents reviewed by Reuters also shows that the social-media giant for at least three years failed to identify and stop an avalanche of ads that exposed Facebook, Instagram and WhatsApp’s billions of users to fraudulent e-commerce and investment schemes, illegal online casinos, and the sale of banned medical products.” As such the FTC remained dumb dumb for over three years? And Reuters never fave that any thought? Neither did many other players and the FTC never went to the media saying that the advertisements require a larger overhaul giving them a new setting of hunting down scammers. And as most of them are abroad, other settings need to be considered, but Reuters missed that part too.

Have a great day and if you get an email from a prince in Nigeria telling you that you inherited a million dollars, there is a chance that this is not on the up and up.

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November 6, 2025 · 16:38

Ignoring the centre of the pie

That is the setting that I saw when I took notice of ‘Will quantum be bigger than AI?’ (at https://www.bbc.com/news/articles/c04gvx7egw5o) now there is no real blame to show here. There is no blame on Zoe Kleinman (she is an editor). As I personally see it, we have no AI. What we have is DML and LLM (and combinations of the two), they are great and great tools and they can get a whole lot done, but it is not AI. Why do I feel this way? The only real version of AI was the one Alan Turing introduced us to and we are not there yet. Three components are missing. The first is Quantum Processing. We have that, but it is still in its infancy. The few true Quantum systems there are are in the hands of Google, IBM and I reckon Microsoft. I have no idea who leads this field but these are the players. Still they need a few things. In the first setting Shallow Circuits needs to be evolved. As far as I know (which is not much) is that it is still evolving. So what is a shallow circuit. Well, you have a number of steps to degrade the process. The larger the process, the larger the steps. Shallow circuits makes this easier. To put it in layman’s terms. The process doesn’t grow, it is simplified. 

To put this in perspective, lets take another look. In the 90’s we had Btree+ trees. In that setting, lets say we have a register with a million entries. In Btree it goes to the 50% marker, was the record we needed further or less than that. Then it takes half go that and does the same query. So as one system (like DBase3+ goes from start to finish), Btree goes 0 to 500,000 to 750,000 to 625,000. As such in 4 steps it passed through 624999 records. This is the speediest setting and it is not foolproof, that record setting is a monster to maintain, but it had benefits. Shallow Circuits has roughly the same benefits (if you want to read up to this, there is something at https://qutech.nl/wp-content/uploads/2018/02/m1-koenig.pdf) it was a collaboration of Robert König with Sergey Bravyi and David Gosset in 2018. And the gist of it is given through “Many locality constraints on 2D HLF-solving circuits” where “A classical circuit which solves the 2D HLF must satisfy all such cycle relations” and the stage becomes “We show that constant-depth locality is incompatible with these constraints” and now you get the first setting that these AI’s we see out there aren’t real AI’s and that will be the start of several class actions in 2026 (as I personally see it) and as far as I can tell, large law firms are suiting up for this as these are potentially trillion dollar money makers (see this as 5 times $200B) as such law firms are on board, for defense and for prosecution, you see, there is another step missing, two steps actually. The first is that this requires a new operating system, one that enables the use of the Epsilon Particle. You see, it will be the end of Binary computation and the beginning of Trinary computations which are essential to True AI (I am adopting this phrase to stop confusion) You see, the world is no really Yes/No (or True/False), that is not how True AI or nature works. We merely adopted this setting decades ago, because that was what there was and IBM got us there. You see, there is one step missing and it is seen in the setting NULL,TRUE,FALSE,BOTH. NULL is that there are no interactions, the action is FALSE, TRUE or BOTH, that is a valid setting and the people who claim bravely (might be stupidly) that they can do this are the first to fall into these losing class actions. The quantum chip can deal with the premise, but the OS it deals with needs to have a trinary setting to deal with the BOTH option and that is where the horse is currently absent. As I see it, that stage is likely a decade away (but I could be wrong and I have no idea where IBM is in that setting as the paper is almost a decade old. 

But that is the setting I see, so when we go back to the BBC with “AI’s value is forecast in the trillions. But they both live under the shadow of hype and the bursting of bubbles. “I used to believe that quantum computing was the most-hyped technology until the AI craze emerged,” jokes Mr Hopkins.” Fair view, but as I see it the AI bible is a real bubble with all the dangers it holds as AI isn’t real (at present), Quantum is a real deal and only a few can afford it (hence IBM, Google, Microsoft) and the people who can afford such a system (apart from these companies) are Mark Zuckerberg, Elon Musk, Sergei Brin and Larry Ellison (as far as I know) because a real quantum computer takes up a truckload of energy and the processor (and storage are massively expensive, how expensive? Well I don’t think Aramco could afford it, now without dropping a few projects along the way. So you need to be THAT rich to say the least. To give another frame of reference “Google unveiled a new quantum chip called Willow, which it claimed could take five minutes to solve a problem that would currently take the world’s fastest super computers 10 septillion years – or 10,000,000,000,000,000,000,000,000 years – to complete.” And that is the setting for True AI, but in this the programming isn’t even close to ready, because this is all problem by problem all whilst a True AI (like V.I.K.I. in I Robot) can juggle all these problems in an instant. As I personally see it, that setting is decades away and that is if the previous steps are dealt with. Even as I oppose the thought “Analysts warned some key quantum stocks could fall by up to 62%” as there is nothing wrong with Quantum computing, as I see its it is the expectations of the shareholders who are likely wrong. Quantum is solid, but it is a niche without a paddock. Still, whomever holds the Quantum reigns will be the first one to hold a true AI and that is worth the worries and the profits that follow. 

So as I see this article as an eye opener, I don’t really see eye to eye on this side. The writer did nothing wrong. So whilst we might see that Elon Musk was right stating “This week Elon Musk suggested on X that quantum computing would run best on the “permanently shadowed craters of the moon”.” That might work with super magnet drives, quantum locking and a few other settings on the edge of the dark side of the moon, I see some ‘play’ on this, but I have no idea how far this is set and what the data storage systems are (at present) and that is the larger equation here. Because as I see it, trinary data can not be stored on binary data carriers, no matter who cool it is with liquid nitrogen. And that is at the centre of the pie. How to store it all because like the energy constraints, the processing constraints, the tech firms did not really elaborate on this, did they? So how far that is is anyones guess, but I personally would consider (at present, and uneducated) that IBM to be the ruling king of the storage systems. But that might be wrong.

So have a great day and consider where your money is, because when these class actions hit, someone wins and it is most likely the lawyer that collects the fees, the rest will lose just like any other player in that town. So how do you like your coffee at present and do you want a normal cup or a quantum thermal?

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November 5, 2025 · 23:01

Assistance for Carney

Yup, that is the setting and this is not because it is anti-American, it might seem that way, but Australia is a Commonwealth nation. As such I stand with Canada. That being said, I need to meet with Director Burgess (ASIO), Director McCallum (MI5) and optionally Director Rogers (CSIS) as my data gave me disturbing insight on what has to be done, but that is for another day. Today is about support for Prime Minister Carney and as we are given (at https://www.bbc.com/news/articles/cd04yde70jmo) ‘Carney plans billions in new spending in response to US tariff shocks’ where we are given “Billed an “investment budget” by the government, the fiscal plan increases Canada’s deficit to C$78bn ($55.3bn; £42.47bn), the second largest in history. The spending is offset by plans to attract C$1tn of investment into Canada over the next five years, with the federal government arguing more restrained spending would eliminate “vital social programmes” and funding for Canada’s future.” There is a side which I see (and the Prime minister with all his economic degrees will most definitely see) is the setting that America is in a tailspin of disaster. It was already handed to us by Microsoft (they lack energy to fuel AI expansions) and the connected settings are that America is lacking in energy, water and a few other settings. But together it shows that other parties who thought that America was a solution for them, it now turns out that Canada is a much better solution. With a surplus in water and energy, these new starters might be better of in Canada and when in Canada all kinds of Commonwealth benefits come their way (which also benefits the UK, New Zealand and Australia) and that card is seemingly not played enough (or at least the media isn’t alerting us to that fact). And the setting that now is a good time should be clear to all. Because as I see it, the diminished tourism in America will hollow out a few states and their the lack of employmancy will likely lead to nasty situations and from there other settings will also be affected. The Washington Post handed me ‘From groceries to gas, Americans say they’re spending more under Trump’ combine that with the shutdown and the setting that MSNBC hands us “Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year” with an additional “In the absence of the Bureau of Labor Statistics’ monthly jobs report, the layoff announcements have raised questions about the strength of the labor market and if it’s the start of an AI-driven, white-collar recession” and that is before other firms are tallied on that rack. When you combine these settings, the outlook is grim and that is where Canada could offer a safer setting for firms looking to sail to safer waters. Only an hour ago The Indian Express treated us to ‘IBM to cut thousands of jobs as tech layoff spree continues’ as they are telling us that this Q4  will impact over 2,700 jobs. When you add it all together, America might seem fine with all that willing workforce, but the cost of living is becoming massive. I predicted it months ago, but as we are seeing it unfold, the truth is that this Trump administration went from a Big Beautiful Bill to a simple Baboonic Bad Break and that is seen all over the world as a negative and America did this to themselves and as such it is now the opportunity of Canada to offer a safe haven to all those corporations that had America in their sights and whilst the shutdown continues they need alternatives and Canada is one (Australia is the other) And when these corporations move into Canada, it comes with needed jobs, driving down the unemployment setting of 7.1% It is unlikely to get driven down to the 6% it was, but as America keeps on breaking its China (likely plates from IKEA) there would be a drive towards Canada and as America kept on breaking the moral of its allies, the switch to Canada is seemingly a near easy sell. The fact that Space is available, safe drinking water is abundant and there is a surplus of energy (I said that already) but that setting is important because Microsoft admitted a few days ago that it did not have the electricity to push forward their AI plans. Do you think that this is a singular instance? You see, yesterday the Federal Reserve Bank of Dallas gave us ‘Batteries, solar help keep the lights on in Texas but more needed’ and similar stories are rising in parts of America and that should discourage investors and those wanting to offer growth in their corporations, but there is Canada and the settings they have are clear. So as I see it, a clear case is made to move to Canada and ask I see it, a Prime Minister with economic degrees that baffles a tonne of Academics beats whatever America has to offer. There is a case to be made for America, but it requires all kinds of resources they seemingly do not have (or better stated no longer have). 

So am I making a case for the Commonwealth nation of Canada? Yup, I am and at times this is a perfectly valid case to embrace. 

So for those who want to find out where they want to stay in North America, look for the nation with the flag below

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November 5, 2025 · 04:07

Since when?

I saw a message from Semafor. It reminded me of a story that ran the news two years ago. That isn’t always a bad idea, so I checked it out. It gives me ‘ADNOC still sees a long future for oil’ (at https://www.semafor.com/article/11/04/2025/abu-dhabi-reverses-course-on-oil-phaseout) it gives me that ADNOC (the Emirati equivalent of Aramco) gave us (two years ago) “When Al-Jaber took the podium again on Monday to host ADIPEC, the world’s biggest energy conference, he emphasized that “the long-term outlook shows demand growth for every form of energy” and that oil demand will stay at or above its current level well after 2040. A number of other oil CEOs seem to share that view.” I concur and as I see the the AI disaster coming to all our doors, there is no way it can even get the waves it needs to have without oil and there is no denying that it might last until 2040, perhaps even 2050. There was more they gave “One explanation Al-Jaber cited for the switch is AI data centers, which have become Big Oil’s go-to justification for a rapid buildout of new fossil infrastructure. Lord John Browne, former CEO of BP and now managing director of a climate-focused fund at the private equity firm General Atlantic, offered another explanation: The conference, he told me by phone from Abu Dhabi, “was dominated by the American viewpoint, which is that there is no such thing as the energy transition.” The UAE, in addition to bolstering its own voluminous oil and gas production, has good reason to court the Trump administration: On the sidelines of ADIPEC, Microsoft announced it would invest $15 billion in data centers there and that it has secured the administration’s permission to export Nvidia chips for them.” A small smirk appeared on my face. I had seen the Nvidia chips to the UAE, but the side quest that that Microsoft would be investing to set up a data centre there was somehow kept quiet. But it was the last section that caught me. With “There’s still strong momentum for investing in decarbonization, Browne said. But whether, in the near term, the global oil market is in for a period of expansion or contraction, he said, “is about as clear as mud to everybody.”” I agree, there are counter actions happening. The Trump anti-renewable setting is one of them. Then there is the almost ludicrous setting of essential nuclear reactors that American needs within 3 years is another one. There are plans for several reactors, but they are the better part of 5-8 years away and that gives America an optional shortage for 3-5 years. As such AI centers will not (or mostly not) be in some operation setting, then there are the lack of data validation stations and that is merely the top of the iceberg. 

As I see it, Sultan Ahmed Al-Jaber was correct and he was so already in 2022 before I started writing about AI (as it is still a myth) and it is re-enforces by ‘Energy CEOs Warn More Investment Is Needed As Demand Continues To Rise’ by Forbes (at https://www.forbes.com/sites/gauravsharma/2025/11/03/energy-ceos-warn-more-investment-is-needed-as-demand-continues-to-rise/) where we are also given “The bosses of some of the world’s largest energy companies warned the sector needs to invest more in a range of sources, including oil and natural gas, as global power demand continues to rise. Speaking at the ADIPEC conference in Abu Dhabi, United Arab Emirates, on Monday, Dr Sultan Ahmed Al Jaber, Group CEO of ADNOC, Abu Dhabi’s oil and gas major, said a “balanced and inclusive approach” was needed to meet the world’s growing energy demand.” A story I have been giving for almost a year, but the setting is that Dr Sultan Ahmed Al Jaber gave us that view two years ago and that makes him the clear insightful voice in a pool of blundering blind people, which I have been illuminating over the last few months. OK, it is not that hardy. There are a few more warning the world of the fact that this will not happen without energy settings and they are massively lacking at present. As I see it, the only country that is ready for this is Canada, the merely have the sent 10% to America and keep the rest and they are fine, Americans might not like this and I reckon that Virginia with their 663 data centers will see almost 60% go out of business due to a lack of power, but that is business for you. That is when a small snippet given to us all by the Sultan becomes apparent “That’s why more than $4 trillion in capital investment is needed annually to cover grids, datacenters and all sources of energy supply, Al Jaber said.” And it suddenly hits me, America doesn’t have the funds. All the boasting and the settings of StarGate and America is out of funds. Was it that obvious that it needed Canada as the 51st state? Not merely because of the rare earths, but the water and electricity would be essential to keep the lights on in America?

Which comes with the final wisdom by the Sultan. And it is seen in “Al Jaber added that “dormant capital” tied up in existing energy infrastructure needs to be freed up.

“Ultimately, the long-term outlook shows demand growth for every form of energy across every market,” he noted. So, when it comes to the energy transition, growing power demand and managing the trilemma of sustainability, security and affordability, Al Jaber called for a “focus on the data, and not the drama.”” That is a worthy quote to keep in all out minds “focus on the data, and not the drama”, as I see it, my new hero. A quote that is worthy to enclose in our hearts. I could never have said it better. I would have gone with “Drama is found where data is ignored”, that is how I am at times, but I reckon that is why I am not the board member and CEO of ADNOC, and the Sultan is. OK, ADNOC was never in the Netherlands, but Shell was and I never amounted to anything there either. So there is that to consider. But the largest setting is that Semafor alerted me to something that was said two years ago and now that is becoming the reality of today and we need to take notice, because it seems to be painting the walls of several nations and it because we let the drama overwhelm most of us. The others (like me) who focussed on the data mostly saw the setting and we are now less and less being drowned out be media as they are waking up to the reality that is about to hit their front doors and their party ended last year, now they either adjust or become obsolete, because the millions of consumers of that media are waking up to the fact that they are entering a nightmare where they can no longer afford to watch TV or charge their mobile phones. That is the price of seeing the price of 16.07¢ per kWh be adjusted to 82.27¢ per kWh, which basically sets the price to almost 100% above the price of electricity on Hawaii, but when that becomes the national norm, 340,000,000 Americans will oppose it (to put it mildly), revolt is the most likely operational setting and there is no way out for this Administration. They made their bed with lousy decisions and I reckon that they will need an escape clause to a place like Argentina soon enough after that. 

So as we see this fiasco evolve, it seems that I was right all along, but someone was there earlier, they saw the setting that was going to be and now as more and more Americans realise that the party is closing, they will need a new directive and they need it sooner rather than later. 

Have a great day, and remember, we got by with candles and their illumination. From that we got the 3 hour rule, which advises against burning a candle for more than 3 #hours at a time for all kins of security reasons. Well, in winter you are a bit stuffed, but open fires will light the way and I just remembered that I have over a dozen books to read. It would become a good time to do so.

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November 3, 2025 · 10:56

The cookie crumbles

I was having a ball this morning. I was alerted to an article that was published 11 hours ago, that makes all the difference and in particular the setting of me telling all others “Told you so” So as we start seeing the crumbling reality of a bubble coming to pass, I get to laugh at the people calling me stupid. You see, Ted’s Hardware is giving us )at https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in) with ‘Microsoft CEO says the company doesn’t have enough electricity to install all the AI GPUs in its inventory’ so there I was (with a few critical minds) telling you all that there isn’t enough energy to fuel this setting of these data centers (like StarGate) and now Microsoft (as I personally see it, king of the losers) is confirming this setting. So do you think this (for now) multi trillion dollar company cannot pay his energy bill, or are they scraping the bottom of the energy well. And when we come to think of that, when the globally placed 200,000 people (not just Microsoft) are laid off and there is no energy to fuel their (alleged) AI drive, how far behind is the recession that ends all recessions in America? It might not be the great depression, as that gave them nearly 15 million Americans or 25% of that workforce unemployed. But the trickle effect are a lot bigger now and when that much goes overboard, the American social security will take a massive beating. 

So as I have been stating this lack of energy for months (at least months) we are given “Microsoft CEO Satya Nadella said during an interview alongside OpenAI CEO Sam Altman that the problem in the AI industry is not an excess supply of compute, but rather a lack of power to accommodate all those GPUs. In fact, Nadella said that the company currently has a problem of not having enough power to plug in some of the AI GPUs the firm has in inventory. He said this on YouTube in response to Brad Gerstner, the host of Bg2 Pod, when asked whether Nadella and Altman agreed with Nvidia CEO Jensen Huang, who said there is no chance of a compute glut in the next two to three years.” Oh, didn’t I say so a few times? Oh, yes. On January 31st 2024 I wrote “When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough.” I did so in ‘Forbes Foreboding Forecast’ which I did (at https://lawlordtobe.com/2024/01/31/forbes-foreboding-forecast/) so there is a record and the setting of energy shortage was visible over a year ago, I even published a few articles how Elon Musk (he has the IP) to get into that field in a few ways. You see, either you contribute directly, or you remove the overhead of energy, which Elon Musk was in a perfect stage to do.

So, when your chickens come home to roost and such agrarian settings, it becomes a party and a half. 

And then we get the BS (that stuff that makes grass grow in Texas) setting that follows with ““I think the cycles of demand and supply in this particular case, you can’t really predict, right? The point is: what’s the secular trend? The secular trend is what Sam (OpenAI CEO) said, which is, at the end of the day, because quite frankly, the biggest issue we are now having is not a compute glut, but it’s power — it’s sort of the ability to get the builds done fast enough close to power,” Satya said in the podcast. “So, if you can’t do that, you may actually have a bunch of chips sitting in inventory that I can’t plug in. In fact, that is my problem today. It’s not a supply issue of chips; it’s actually the fact that I don’t have warm shells to plug into.”” It is utter BS (in my personal view) as I predicted this setting over 639 days ago and I am certain that I am not that much more intelligent than that guy who controls Microsoft (aka Satya Nadella) and that is the short and sweet of it. I might be elevated in dopamines at present, but to see Satya admit to the setting I proclaimed for some time gives a rather large rise to the upcoming StarGate settings and the rather large need to give energy to that setting. It is about to become a whole new ballgame.

And as the Cookie crumbles the tech firms and the Media will all point at each others but as I see it, both were not doing they jobs. I am willing to throw this on the pile of shortcomings that courtesans have as the cater to digital dollars, but that song has been played a few times over. And I am slightly too tired (and too energised) to entertain that song. I want to play something new and perhaps a new Gaming IP might solve that for me today (likely tomorrow).

A setting we are given and as we see the admission on Ted’s Hardware, Some might actually investigate how much energy they are about to come short on. But don’t fret, these tech companies will happily take the energy due to consumers as they can afford the new prices with are likely to be over 10% higher than the previous prices. It is the simple setting of demand and supply. They already fired over 40,000 people (a global expected number), so do you think that they will stop to consider your domestic needs over the bubble they call AI, to show that they can actually fuel that setting? Gimme a break.

So Youtube has a few video on surviving life in a setting where there is no energy, if that fails ask the people in the Ukraine. They have been battling that setting for some time.

Time to enjoy my dopamine rush and have a walk in a nice walk in the 83 degree Fahrenheit shadow. Makes me think about the hidden meaning behind 451 Fahrenheit by Ray Bradbury. Wasn’t the hidden setting to stop questioning the reality of things and rely on populism? Isn’t that what we see at present? I admit that no books are being burned, but removing them from the view is as bad as burning them. Because when the media is ignoring energy needs, what does that spell in the mind of some? So have a great day and see what you can get that does not require electricity.

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November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

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October 31, 2025 · 15:30

Another party on the rise

That’s what I see as I took notice of the BBC article ‘City trader sues UBS for $400m after rate-rigging conviction quashed’ (at https://www.bbc.com/news/articles/cz6ngvenxj6o). There is even a third setting on this horizon. We are given “A former trader who had his conviction quashed for “rigging” interest rates following a 10-year legal battle is suing his former employer UBS. Tom Hayes launched a legal claim for malicious prosecution against the Swiss banking giant, claiming he was the bank’s “hand-picked scapegoat” in one of the biggest scandals of the 2008 financial crisis. In July, Mr Hayes had his conviction overturned by the UK Supreme Court after it was ruled unfair. He had been jailed in 2015 for manipulating interest rates used for loans between banks.”

Quashed as unfair? This calls into question a few issues. First there is the persecution. They either had the evidence, or they did not. Then the question becomes, how this evidence was obtained. I am not on the side of Tom Hayes, Im siding with the law, but all parties must do their due diligence. And on the other side The claim that he was a ‘hand picked scapegoat’ also requires proof (of some sort). Was he a convenient altar boy? Did he break any banking law? These are questions that come to mind. 

And the setting we are given is “The filing said Mr Hayes was taking legal action in a bid to “deter and punish UBS for its role in intentionally directing the destruction of an innocent man’s life for their own selfish reasons”. His lawyers claim the global banking giant misled US authorities with the aim of branding him the “evil mastermind” behind alleged Libor misconduct in an effort to protect its senior executives and minimise regulatory fines.”

As I see it, to be branded ‘evil mastermind’ requires evidence of access and the simple facts that ‘others’ had his ears, did they? As it goes and as it tends to go, if he was a true ‘evil mastermind’ there is a lack of evidence, more a setting of assumed handed evidence through interviews. Was that the case? Then we get a much more sinister part. We are given “The complaint, filed in Connecticut, also claims UBS “gained control over the investigation into its own alleged misconduct” and conducted a “fundamentally flawed” investigation in order to pin the blame on Hayes. It added that UBS “offered Hayes up on a silver platter” to be prosecuted in both the US and the UK, and that those prosecutions were “engineered by UBS’s intentional false and misleading disclosures”.” The setting can be held as evidence. As I see it, The accusation of a “fundamentally flawed” investigation” could be investigated and seen as evidence on the whole. As well as “those prosecutions were “engineered by UBS’s intentional false and misleading disclosures”” at the time it might have been invisible, but now with time and the logs stamped as permanent it might be easier and after that amount of time, these people would have left their positions and now the UBS is on the hook. They will cry all points of mercy and that they didn’t know. But as I see it, we have in the first “senior executives and minimise regulatory fines”, that one raises the need for the fine to be upheld and even raised to at least $800 million and that is just for starters. The second setting is that the prosecution allowed a “gained control over the investigation into its own alleged misconduct” and that is, as I personally see it, on the heads of the prosecution. 

I think that Tom Hayes has a decent chance to walk away with a decent bundle of cash if he can proof even one of these accusations. The prosecution is decently tempted to withhold any assistance, but I see that as a wrongful act. They made the mess, they need to clean it up and as I see it, it is merely the first setting. You see, this comes out after 10 years. How long until someone at a bank gets to be clever and gets DML involved? That person merely needs to ask “How can I increase profit without breaking the law. What hurdles will I face?” That could get several non senior executives a pauplan that outstrips whatever they had their senior executives. A setting that some will see as amicable. So what happened in 2012 will not come to our shores twice a week. Is the prosecution ready for that? How many people will it convict allegedly innocent and after they spend their 5 year (or more) in Hotel Sing Sing, how much will these people claim at that point? It will be a while new party to come and everyone is invited to that setting.

Don’t believe me, wait for the second part of this musical because it will be awesome. The big banks self monitoring and they get to hand over billions for short sighted actions. It will be a grand new world to come. So have a great day and enjoy the payment of fines if you are due any.

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October 28, 2025 · 22:32

A new low

Yup and it is not a bad thing, but a setting of happy happy joy joy. I learned a few hours ago that Saudi Arabia (of all places) was mentioned (at https://renewablesnow.com/news/saudi-arabia-claims-record-low-wind-cost-in-4-5-gw-renewables-awards-1283966/) with ‘Saudi Arabia claims record-low wind cost in 4.5 GW renewables awards’ not the Netherlands, or Sweden (where stormy winds are king) it is the Kingdom of Saudi Arabia that is heralded as the new low in wind power. I have to admit that it took me by surprise. The mention of “a record-low global cost for wind power generation at USD 13.38 (EUR 11.49) per MWh” for the people in Saudi Arabia. That makes a setting of €0.01149 per kWh (if I calculated that correctly) is is one way to put down the living expenses of people all over the planet and when you consider that in Europe (EU) the price of electricity is approximately €0.1899 we can assume that even at 50% the electricity firms will still make a profit. As I see it, good news for all the people in Europe (and a few more places beyond that) and I never expected that the land of oil would set the charge of renewables, not in my lifetime. So we should see the joy on what Saudi Arabia achieved here. We are given “The government-owned entity, which is responsible for procuring electricity from independent power producers (IPPs), said on Monday that the initiative is part of the sixth phase of the National Renewable Energy Programme, supervised by the Ministry of Energy. The contracted projects are spread across four provinces in the Kingdom and represent a combined investment of more than SAR 9 billion (USD 2.4bn/EUR 2.06bn)” as well as “The wind project, the 1.5-GW Dawadmi in Riyadh Province, has achieved the lowest leveled cost of electricity (LCOE) for wind power generation so far, according to the statement.” So a hip hip and a hurray for the people who made that happen. Because that is the kind of achievement that could help over a billion people getting their expenses down and the setting that we might see a 50% less costs on energy is a new threshold for anyone requiring power. The article also shows a table of the 5 places where this is happening and how much is being generated. As I see it, the wind-farms currently being created might see a revisit from new people with additional insights in this strength of the energy woods and I reckon we will see a lot more additions in a few places soon enough drowning costs for people all over the world.

I feel giddy at this point. It is not often that you see an impressive downing of the cost of living, but this is definitely one we all should applaud.

Have a great day today.

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October 28, 2025 · 04:25

What happens when someone expands

That is the setting and Arab News gives us ‘How Greece and Saudi Arabia are redrawing the map of power’ (at https://arab.news/ytgve). This is not news for me, I saw this happens at least twice before and Greece is as good a place as any for the STC to expand as an second step beyond the few others and as they grow the European market becomes a reality. We are given “The relationship between Greece and Saudi Arabia, long anchored in commerce and maritime exchange, is rapidly evolving into a strategic alliance that spans energy, investment, technology and defense”, as well as “Digital infrastructure is emerging as the new trade route. The East to Med Data Corridor — a joint venture between Greece’s telecom operators and Saudi Arabia’s STC — will connect Gulf data hubs to European markets through undersea cables. Due for completion in 2026, it complements Saudi investments in cloud infrastructure and Greece’s ambition to serve as the EU’s digital bridge. When operational, it will transform geography into bandwidth, reviving the ancient logic of the Aegean and the Red Sea as conduits of exchange.” I initially (around 2020) thought that this would be done through Egypt and then Spain, and that it is now seemingly through Greece makes perfect sense and it won’t hurt the Greek economy one bit and mike make them renowned business partners all over Europe. And whilst we are given “Security cooperation has deepened alongside it. Since 2021, Greek air defense units have been stationed in Saudi Arabia to help protect critical energy facilities from aerial threats — an unprecedented deployment that underscores mutual trust. Athens now views Gulf stability as part of Europe’s own security; Riyadh sees Greece as a dependable partner with NATO experience and Mediterranean reach.” We need to see that the finance industry also benefits with “Greek finance is reinforcing this momentum. Eurobank, the National Bank of Greece and Piraeus Bank have expanded trade finance and advisory services for Greek and Saudi firms in energy, transport and technology. Their involvement adds institutional depth, translating political goodwill into bankable projects.” I have to admit that I am in the dark as to how that Greek finance horse is mounting up to be, but I reckon that if it fits the Saudi setting it must be decently good.

As we are handed the setting of “For Riyadh, partnership with an EU and NATO member provides credibility and access to Europe’s energy and technology debates. For Athens, alignment with Saudi Arabia amplifies its influence in a region where Europe’s energy and digital future are being decided. The Strategic Cooperation Council formalizes what business leaders had already recognized: the Greek-Saudi axis is not transactional but structural — a long-term bet on shared diversification and stability. The logic is clear. Greek forces helping defend Saudi energy infrastructure serve European as well as Saudi interests. The cables and inter-connectors binding the two nations reinforce both sovereignties. In an age of fractured supply chains, energy transition and digital rivalry, Athens and Riyadh are betting on connectivity as power.” And I do set this piece of writing to the views of Dr. John Sfakianakis, who is Chief Economist and Head of Economic Research at the Gulf Research Center as it was (as I see it) well written and for me that is shown with how easily and clearly it was written. Most economic pieces become a jumble of incomprehensible words after the first line starting with “Good morning”, this is clearly my problem as I lack an economic degree, but the expansion of Saudi Arabia and the Saudi Telecom Company (STC) was bound to grow as per 2018, it made perfect sense and it makes even more sense now, especially with the administration that America is showing to have. Europe will be happy to find a non-American partner to start with and Greece is accepted as an EU partner and a NATO partner, so I expect a lot more to happen, especially as Saudi Telecom under 5G is over 700% faster than what America has to offer, as such the benefit for EU telecom corporations is easily seen, the picture below shows that benefit (an image from 2020). And this will foster a lot of benefits in the Telecom and media settings under 5G as plenty of corporations will see, the fact that the Saudi setting is over 300% faster then what the UK or German speeds have is just icing on the cake for the European companies in the equation.

Saudi Arabia is expanding and Europe is about to see the benefits from this setting. It might not be an entirely accurate setting, but it is what I see and I reckon that this will benefit China to some degree as well as the future of expanded media is hindering the America spin systems. For China it implies a two for one deal as this expands the BRICS needs in several directions. I personally see Saudi Arabia as sitting on the fence as a stage that benefit Saudi Arabia more than anything, it stops American blunt media streaks from going after them and it allows Saudi Arabia to get a foot in the door with Europe. I might be wrong here, but that is how I saw that news last May. With Saudi Arabia sitting on the fence the American media channels are seemingly in a holding pattern, which is beneficial to this setting.

So have a great day and it is about time I fly towards the city this morning (it is achieved by taking the train and drinking a red bull for breakfast) I wonder if my wings are as impressive as the ones Tom Ellis had in Lucifer. Does that make me a fashion bitch? Still yesterday breakfast in Vancouver, so I am a day ahead from them for now.

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October 25, 2025 · 14:04

As evil goes

There is a setting that was inflicted upon us all by books like the bible, it goes like “the idea that humans are the source of their own suffering, whether through their actions, choices, or the inherent negative inclinations they possess” we refer to this like ‘the evil we create’ it is ‘told’ that it revolves around issues of free will and the connected moral responsibility we have. That and last week I went for a job interview. I was told that ‘older’ people are rejected as we lack certain views of adaptation and acceptance of new technologies. In a short saying, that is what my grandfather said when I was wrong until I unplugged his life support, showed him who was boss.

Anyway, something snapped in me and today it is the outcome of short sighted HR people, lazy It people and a dedicated techie who has little to lose, merely the effort that some have and the impact on a lazy business effort with the setting of “Well look at it next quarter” the right combination of issues and impact. And as it goes, places like Ukraine can release such a system on the larger Russian technology setting, so there is that. Although America makes much more likely a target than Moscow, Vladivostok, Saint Petersburg, Arkhangelsk, or Novosibirsk will likely be. 

The setting is that we have two parts. The first part is the automated setting of a standalone laptop with dedicated software that relies on its own (optionally with DML spaces), it is carried around by a drone, one that can hold up to 5Kg, as such a netbook and 3-4 battery packs for longer activities. I reckon that a setup like that would cost around $25,000. Now consider that it goes out looking for wireless enabled servers and in America it would be a lot, In Russia likely a lot less, but not zero. It infects these servers whilst flying around the buildings and in less then 2 minute per servers it does what it needs to do and in one swift control it gets activated, optionally all in one swoop and the location gets a load of DDOS attacks in under an hour. Consider what AWS did to the world, is done by third party players to the business industry. And without effort the business world goes down. So how’s that for an elderly person person without certain views you HR hack. 

As the US governmental settings are in shutdown it will take days to instigate anything and by the time others figure out that they were hacked remotely wirelessly others will destroy the evidence needed and nothing gets done yet again, until the next rounds of hacks come into the wireless connectors. 

So, as evil goes, I am doing quite well. I merely had it with the people deciding on what is possible and leaving me out to dry. Ill soak them all in hardship and terror in an instance. The too is the consequence of unleashed adaptability and considerable creativity. 

So is my idea likely? I am not sure, I think so, but it requires the engineer with effort to program a DML setting and there are other settings, so that they are on the ground hacking via the netbook in a drone so that they become the second hop and that is the unlikely setting, because the hacker needs to remain in an 8 block distance from the drone, not consider that setting that this hacker is drinking and working from a Starbucks at 233 S Wacker Dr, Chicago, or perhaps a coffeeshop in Pershing Square, Los Angeles. How many corporations and servers could be hacked in these 8 block radiuses? That is beside the settings in San Francisco, Houston, Phoenix, SanDiego, Dallas and Austin. Consider that before you write of IT people in their 50’s and 60’s. 

A simple setting and I combined a few simple variables with simple creativity. A setting others cannot dream of and I gave the world a new fear a fear where the world stops because of a simple setting that others (for greed reasons) left around for another quarter. 

That is the setting everyone seems to ignore. The setting that it comes to a halt because these places tend to be out for lunch at 21:00-23:00 hours and that gives the, something to be worried about and with the available IT people working remotely so they can tend to more corporations, that comes down to a grinding halt real quick.

So as such there is evil I can do and the world is not ready for my creativity, as such the HR wench that wrote me off because of age, have a nice day and consider what you unleashed unto the world. Time for me to consider hat else I have wreck havoc on, my creativity is going just fine, so have a great day and consider that the world is about to get more complicated in an instance. And with the police in shutdown to some degree, help might not be coming any day soon and in that same setting you bleed revenue every minute because you left something until the next quarter, which would be on you. 

Have a great day and enjoy the matcha today (apparently prices are currently soaring on that stuff).

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