Category Archives: Finance

October 28, 2022 · 23:21

Two things

They are not connected, not in any way, but the first part is too short to make a blog by itself as such I connected the two in separate parts.

Zeus Awakens

I have been brooding on the entry for Zeus, there is no way he can be omitted from the story, it is in one part as he is father to Ares, he is the other grandfather and he will emerge. In part that as our main character is gaining strength, the main character is now becoming a larger concern to the big three. As such I had to add Zeus to some degree and the second season was a decent moment to introduce him. 

It was a nice summer day in France, Nice to be more exact (as it is a nice town). I was sitting on a balcony on the esplanade of Nice, looking at the sea a mere 122 metres to the south. I heard a woman’s voice in the back asking me if I wanted any tea. ‘Yes please Lucia’ I responded and a few minutes later she came with a pot of tea. I saw her shiver and I took a gaze at the thermometer to my left. It was odd, it was slowly going down from the 28 degrees it was a minute ago. In one minute it had cooled down to 19 degrees. Grab the cat I said, I started to close the windows inside, she came in with Charcoal who was clearly feeling the lack of warmth and we closed all the windows. I moved towards the gas heater and turned it on. I didn’t need it, but she would definitely need heat soon enough. I looked at a contraction in the cupboard. It had thermometers, barometers and they were all going nuts. Air pressure was down to 950 and the temperature had gone down to 9 degrees. I looked out and I saw people run for entries wherever they saw one. It was definitely a larger problem, but I had never seen anything like this. The clouds in the air were dissolving, the sky was deep blue and the thermometer was now at 6 degrees. The sea looked calm, the air was quiet and the thermometer kept on declining. Within a minute it was down to 1 degree and it seemed to stop there, in the two minutes that I looked outside, I saw people grab coats. I saw a shopkeeper hand sweaters to some women in bikini as well as to men wearing shorts and t-shirts. The cold was felt everywhere. I noticed that the cat was keeping his body against the heater, it as not used to the cold. Then Lucia screamed, I looked at her and she pointed to the room. A man with long silver hairs was standing there. He was wearing a Victorian suit and he looked at me. I had never seen him before. He raised his hand and sparks flew out of his fingers towards the glass table, he then vanished and the heat came back, I looked at Lucia in puzzlement. I smelled a distinct Ozone air and I looked outside. The heat was coming back and I turned the heater off. I looked outside and the sun was there, the heat came gushing in everywhere and within a minute the temperature was back to 20 degrees. I looked at the table. The glass was there and so was a text, in the glass ‘Ελάτε στην Ακρόπολη, πρέπει να μιλήσουμε’. I got that message loud and clear. So this was my grandfather? Time to learn more about the other branch of the family. I send a mental note to grandpa Hades. “Zeus summoned me, will update you later” I looked at Lucia “It seems I have to make a business trip”, she nodded. She did not understand what was going on, but I got the impression that she was eager to go into denial. “Break the table into small parts, keep the cat away and be careful. Get a new table please.” I walked into the bedroom and got a small bag and from the living room fruit bowl I got my keys, wallet and some small stuff. Time to see Athens again.

Time squandered, time wasted

That was the first thought I had when I saw the Guardian article ‘Profits at world’s seven biggest oil firms soar to almost £150bn this year’. It is not their fault. The article is not what I am commenting on, not really. We get (at https://www.theguardian.com/business/2022/oct/27/profits-at-worlds-seven-biggest-oil-firms-soar-to-almost-150bn-this-year-windfall-tax) “Mathew Lawrence, the director of Common Wealth, a think-tank, said Shell’s zero windfall tax bill for 2022 showed the levy introduced by Rishi Sunak when he was chancellor in May was “not fit for purpose” and needed significant change”, yes. That is how it starts and I am not saying that the comment is wrong, because that would require me to be an expert on taxation, and that is definitely not me. But consider that I wrote ‘Heating at what price?’ On December 3rd 2018, almost 4 years go (at https://lawlordtobe.com/2018/12/03/heating-at-what-price/).

I mentioned tax overhauls before that, years before than and now we see the impact of inaction and I get that Shell is not wavering, because tax laws were never properly overhauled and now there is a problem. So in 2018 I wrote “It is the first time in history that a Middle Eastern nation has the ability to put the US and EU to shame with their lack of technological progress. They claim to have it, yet Saudi Arabia is making a move towards ‘showing to have it‘, changing the game for both the US and Europe. This is where we see the difference. China and Russia see this as an opportunity, whilst Europe and the US are seeing it as an inconvenience” and now it is no longer an inconvenience, now it is an actual problem and the UK, EU and US are not ready. I warned of these dangers 4 years ago, but they all knew better. How do you feel? Did they know better? Did they know more are were they merely playing stationary, optionally licking stamps. And the opportunity that Russia sees and the opportunity that China sees are different. Russia is out of the equation, but China is now fulfilling what I saw 4 years ago and it will get worse. As China has more and stronger ties with Saudi Arabia they can get more oil and America? They can play indecisive politician, play the pariah game a little more. The UK has its tea grannies (CAAT) messing things up and Europe has little options from the start. All things I wrote about in 2018. And the UN is useless in this case (as I see it). Two things can be seen in very different things, in different ploys. In players and receivers. In actions and lack thereof. Two things almost half a dozen times over and I made clear mention of it in 2018. So as I prepare to sell my IP, I can now see that the timing is near perfect. The players will overreact and by the time they figure out what they could have done I will be retiring. In this it will be either Google versus Amazon, the Kingdom of Saudi Arabia versus all others. If one acts the other loses and it will be billions that they lose, if one accepts they will have billions in a direction they never considered before and as I see inaction upon inaction I am wondering if their inactions is why they never saw what they could have gotten. I know it I speculation, but when was the last time anyone left well over 5 billion a year on the floor? And it plays out in the same way that Shell and others are coaching their fortunes. The inactions of others is making them rich, I deeply hope that I get that same bonus, my retirement kinda depends on it. 

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October 27, 2022 · 06:58

The day After

Yes, I am a little slow today. The giddiness and Cheshire Cat behaviour in me after yesterday’s article slowed me down considerably. It is not everyday that you realise that you have a corner that tech giants like Amazon, Google and Microsoft (optionally Apple too) are overlooking. You want to shout what they aren’t seeing from every rooftop, but that gives them the idea and leaves me out of pocket, so I am refraining from this. And at the moment the commercial manager from the Saudi Consulate is already 4 week late, as such there are (hopefully) more gains for me.

But it is not about that, but there is a link to some degree. Several give it to you, but I am going with the South China Morning Post who gives us ‘Saudi Arabia reaffirms energy ties with China amid US fears over oil cuts’. The article (at https://www.scmp.com/news/china/diplomacy/article/3197218/saudi-arabia-reaffirms-energy-ties-china-amid-us-fears-over-oil-cuts) also gives us:
 

  • Saudi and Chinese energy officials agree to expand links in energy.
  • Riyadh’s relations with Washington have long been unbalanced and the kingdom has more options now, Chinese analyst says.

And I warned for this some time ago, and there is a second speculative setting. A second decrees is not entirely fictive. The stage where Russia will push for this is decently large, Russia has a voice in OPEC+ and America has made enemies, especially by not dealing with Iran. Any win they get here reflects positive on Iran, it leaves a positive light on Russian acts and leaves America and the EU with negativity. I warned about this around February 10th 2022 (well over 10 months ago) when I wrote “The US has a massive disadvantage especially when they were all huffy and puffy on Saudi Arabia, reality bites and that presentable stage will have to be stopped at the earliest convenience (not for me, I am happy if the BAE takes over), yet these stages (also the one the CAAT forced) are all stages that the Kingdom of Saudi Arabia took notice of and China will be happy to show that with every presentation they bring.” The stage with tea grannies (image was there as well), and now we see the deployment of that stage and of course Russia wants every pound of hardship given to the EU and the US. In this OPEC+ is a much larger stage where Saudi Arabia is a strong voice, but not the only voice and Russia has other allies. The problems here is that this stage works for China, so not because it helps Russia, but because China has a lot more to gain, especially when the EU and US are slowed down. I did not have a view on the stage a day or a week ago, I saw this danger 10 months ago. So when we are given “Riyadh’s relations with Washington have long been unbalanced” we are given a much larger truth. The Biden administration has options 10 months ago, now not that many and China’s grip is growing, Washington allowed it to be that way. Washington has a delusional stage that reflects on ‘We can have our cake and eat it too’, it is delusional because you cannot have or do two good things at the same time that are impossible to have or do at the same time. You can have cake, or eat cake, but the ‘analysts and theorists’ come with that example, yes we can and where are those dopey’s now? Now that the ball is handed to the other party when you are deep into defence? 

That is a stage that is becoming increasingly hard for the US. They lost the option of being a super power a long time ago, they forfeit what they have because they believed the wrong people and now that is becomes a game of spin, we see the larger stage that ABC showed in the beginning of the month with ‘US ammunition supplies dwindle as Ukraine war drains stockpiles’, yes they were willing to hand it out, but they aren’t replenishing stocks, as such the Ukraine will soon be dependent on the EU and the US cannot afford to replenish its stock at present and the makers of ammunition are all about the green, they have profit margins. As such the day after looks less and less appealing. So they are losing provisions on one side and are losing revenue and resources on the other side. An unbalanced stage from the beginning and that is the larger folly. But the US can revisit those theorists with their ‘You can have your cake and eat it too’ and ask for an explanation. They will not get anything useful, but that is the problem with these theorists on inactivity. I gave the world this view 10 months ago and reading between the lines there was a lot more, but the US doesn’t pay me, so I see no reason to spell it out to them, they pay massive amounts to people to do that for them.

Giving the stage to every Tom, Dick, Harry and tea granny with a cause is now costing too many players too much and the invoice will be due, in this case the invoice is most likely offered to China who sees several reasons and several benefits. If you want to warn us of the Chinese danger, handing them billions in revenue is not a good idea. It diminishes your danger message and it leaves you with empty coffers as well. Wasn’t the Huawei story enough of a warning? 

I will let you mull that all over today, have a great one.

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October 26, 2022 · 14:17

When you can’t see it

This happens, we all cannot see things at times. I am no exclusion to that equation. We all look in directions and we see things, but we also miss things. Things in front of us and things outside of our peripheral vision. This happens to us all. But what does it take to miss a larger stage? This is the thought I giggled about when I saw (at https://www.bbc.co.uk/news/business-63394516) ‘Google and Microsoft hit by slowing economy’ a mere 4 hours ago. There we see “Alphabet, which owns Google and YouTube, said sales rose just 6% in the three months to September, to $69bn, as firms cut their advertising budgets. It marked the US firm’s weakest quarterly growth in nearly a decade outside of the start of the pandemic”, and it made me giggle because it implies that they have no idea what they are missing. The fact that I am holding on to a $500M revenue stream per month implies that there are options and they go beyond the KSA. Now that Google sees the shores of recession implies that they will seek (hauntingly) for new revenue streams. A larger stage that works for poor little moi. And a stage that holds a little more than I suspected. More because if Amazon and Google remain in the dark, they are hindered by blinkers, or they are just not wake. In an age of recession they remain unchanged towards focal needs and revenue needs. It boggles the mind, but my share just increased 1% and that is not a bad thing, it implies (not guarantees) an optional $5,000,000 a month extra, and an optional additional commission more. And that is merely the second pay-cycle. It is weird, but it implies that for once timing is on my side (which is a perfectly lovely consideration to receive). And to be honest. I do not care about Microsoft, they made their own bed, yet Google is another story and even as I think that Amazon has a better stage, Google is not out of the race (Microsoft can live with their wooden spoon for all I care). So as timing goes on and we consider “Profits at Alphabet dropped nearly 30% to $13.9bn in the quarter, as YouTube ad revenues declined for the first time since the firm started to report them publicly. Sales growth at the firm has slowed for five consecutive quarters” my solution could add well over $6bn annually and that I not the high point, merely the lowest median. So there is plenty of room to grow. And I am smiling like a Cheshire Cat because the big wigs at Google and Amazon are still in the dark, lets hope they remain ignorant until one of them pays me.

I am allowed a small victory dance this morning.

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October 25, 2022 · 21:11

Questioning the drawing board

That happens at times, we all have a drawing board, we have an idea or IP and it goes swimmingly and then the floor drops. Not because of the idea or the IP, but the floor drops because you forgot, or were unaware of certain parts. This happens and there is no real blame here not in any direction, it is merely what is. This is currently happening to me. In this my IP bundle 3 was knowingly with some risk, because it is depending on certain Meta evolutions, but over time there would be the stage. Yet in event number one we are confronted with a video regarding Modern Warfare 2 Amsterdam Mission. (At https://www.youtube.com/watch?v=X_LlSR6-ibA) this is so close to real that the metaverse cannot be that far behind (when they figure out where to put their data centre). This is part presumption (a better from of speculation) and the fact that certain players want a benefit now in the metaverse and that works in part in my favour. Yet my idea was set to a stage where the takings were set to somewhere between two and three billion. In part because of the Meta risk, in part to how things tend to evolve. That is in part the name of the game. Now with the evolution stage being that far pushed, the takings of my IP could be 5-10 times higher and there still is a risk. So what gives? Well there are three cogs in that machine. The speed of adapting to the metaverse. That cog is now a lot smaller (hence quicker adaption) because of some of the Modern warfare 2 imagery. Cog two is personal evolution, this remains steady at the same size, it will go quicker because of cog 1, but not that much faster. Cog three is technological attachment. That one remains a little bit of a mystery. Because of what we see in Modern warfare two, we can assume that the rest will be as great, but that is not a given, there will be congestion and there will be overlap, but it matters as the whole image is now a presumption of what Modern Warfare 2 brings. And that matter as the adaption goes quicker, more will adapt and that quantifies the 5-10 times larger growth then I had foreseen. The risks remain the same, as the adaption is more complete my solution will find a home in a lot more cases than I can anticipate, but that is less presumption and more speculation. Amazon is still the frontrunner, but Google has options here too. Amazon has a few extra benefits (if they adapt), but that does not take Google out of the race, not by a long shot. And this matters in other ways too.

You see, these thoughts raced through my mind when I saw the three day old article ‘90% of schools in England will run out of money next year’ (at https://www.theguardian.com/education/2022/oct/22/exclusive-90-of-uk-schools-will-go-bust-next-year-heads-warn) there we see “Nine out of 10 schools in England will have run out of money by the next school year as the enormous burden of increased energy and salary bills takes its toll, the Observer can reveal”, I do not completely agree with this. I can agree on the entire energy setting. The UK and other nations are dealing with the Russian part of the equation, as such we are given “electricity and gas costs for schools in his chain had rocketed from £26,000 a year to £89,000” and there is no way that any organisation can foresee a rise of well over 300%, as such other solutions need to be found. We can return to covid stages and shut the schools down for now. This could work in my favour, but I prefer not to go there. Amazon will have a much larger benefit there and both Google and Apple are close by. In all this Apple could trump Google, but that too is speculation. What does matter is that these two elements have similar solutions and we need to look at solutions. The concepts of schools are now more and more outdated. Outdated might not be the right word, but the drain on energy needs to be stopped and as such schools in winter become a no-no. But that same setting gets pushed to homes and they are equally not entirely on the mark for dealing with this. The reality is crass and not that nice. But you need proper isolated warehouses where you can place a few hundred students all with proper internet access, all with power supplies. Well, that or properly isolate schools which should have been done decades ago. The lesser evil needs to be found and I am not sure what the best for education is. As such we have a drawing board, but we need to question that one too. That drawing board is set to old standards, new standards are required and I am not sure where to find them, and I need not worry as it is not on my plate, but that stage is altering enough that we all need to think what is possible here. There is a larger stage and that is on the politics (of the UK), the stage that 90% runs out of funds is only in part on energy, the rest is the consequence of inaction. We want to give blame but the Covid era was a year and too little was done there, the Russian invasion of the Ukraine made the mess complete but that too is only in part (for western Europe). I believe that Strasbourg and London should have had large debates with Elon Musk on the energy issues and that could have been started well over two years ago, now it is seemingly too late and one generation will get the mess of inactions. That is almost a given. I could be wrong, but see of what is happening and see what was not done, not merely in the UK, in most of Western Europe. The early bird that hesitates gets worms. An expression seen in 1988, so this is not new. I will let you mull over what could be a solution for schools, but I am not sure if there is a good one at present, it might be a little too late for several solutions. 

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October 25, 2022 · 04:25

Is no sense and nonsense the same?

I woke up from something and it nagged me a bit. It started last week when two idiots decided to treat a masterpiece of Van Gogh to tomato soup and yesterday I saw the wax museum where two royals were treated to pie slaps. The second was not as bad as the first, but it still nagged me. So lets give them what they want in a way they never wanted it. You see they import around 3310 GBP Million in oil per month. The bulk of it comes from Norway and the US. There is some from the Netherlands and Saudi Arabia as well and in previous years from Russia as well. So lets set them all to zero. And there is a small addendum. As long as at least one member of ‘Just stop Oil’ is still, alive the agreement cannot be stopped. I wonder how long it takes for them to realise that they are the cause of hardship? You see petrol in the UK is about 175p per litre (a small deviation between unleaded, leaded and diesel, but not much). I reckon within two weeks that price will go up to 355p or even 455p. Consider that there are 2,500 per million tradies and most of them rely on their vans to get around. This implies that their prices go up by a lot and that will have several negative impacts for some work will fall away. 

So how long until one of them will realise that a British wrench is also known as a murder wrench? And as long as even one is alive the agreement holds, no import of oil. You really think that they stand much of a chance with well over 150000 tradies wanting their skin? I think not and the larger problem is that these people are not that intelligent, they were coached by others. But that is not my problem, it will be theirs soon enough. So why don’t we give them what they want? We might be able to stop two problems all at once. Just a thought mind you.

I will let you decide if there was no sense to my idea, or was it all nonsense? Yet consider that these idiots will hurt a piece of art we all feel strongly about. At that point what chance to they have when we all lose our patience? 

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October 23, 2022 · 20:56

Silence is sewage

Yes, that is quite the difference from the original ‘silence is golden’ isn’t it? But that thought started recently when I was given ‘UN, international community condemn Houthi drone attack on Yemeni oil terminal’ (at https://www.arabnews.com/node/2186011/middle-east). The idea started when I had a look and not entirely to my surprise I could not find anything from the BBC, the Guardian, the NOS, and that list goes on. Houthi terrorist actions continue, using Iranian materials and the west ignores it, how quaint. They did mention that Iran is delivering its drones to Russia, but the political parties are all about a hands off regarding Iran. I did make mention of an optional solution to take care of Iranian and Russian nuclear plants, perhaps I need to make that public domain. Perhaps they will wake up then. But back to the events at hand. The Arab News gives us “The UN on Saturday condemned an armed drone attack launched By Yemen’s Houthi militia on a southern oil terminal in Hadramout province a day earlier, saying it was a “deeply worrying” military escalation”, well it isn’t in most newspaper, so I reckon it is not that Important or that critical. And we also get a name with “I condemn the aerial attack claimed by Ansar Allah yesterday”, we also see very little regarding that terrorist and the BBC or the Guardian. One could speculate that the Iranian stakeholders in the UK have a lot more sway than anyone is willing to acknowledge, yet that is mere speculation from me. In addition we are given “Bin Mubarak said he also held a call with the US ambassador to Yemen, Steven Fagin, to discuss the consequences of the attacks on civilian facilities and commercial ports, and how it would worsen the humanitarian crisis in Yemen, adding he “demanded strong measures to put an end to Houthi terrorism.”” It sounds nice, but if the media shuns it to this degree, there is every chance that the Americans will not do too much in the end. They have so far not done anything successful in reigning in Iranian events, so I would not hold my breath on this either. 

The larger problem is not the these events are happening, it is that the powerful voices are lulling the people to sleep, ignoring what Houthi terrorists are up to in Yemen and in Saudi Arabia, all funded by Iran and we need to wake up, we need to see that Iran is becoming a much larger danger than we could ever be comfortable with. For China it is yet another option to spread its influence in the middle east. Consider cardinal Richelieu (Alexander Dumas, the 4 musketeers) stating “who will do something about these blasphemers?” The informative path is open, and those doing something will end with a lot more than the silent ones, but the US and UK could enjoy a further restriction of a million barrels a day. Do you think they will not buy them? The US has had an option to do something for well over 2 years and they did not. It was all about the pariah Mohammed bin Salman Al Saud, but what happened when the US needed cheap oil (for whatever reason, they sell most of theirs). Yes, and now the ante is upped because no one is doing anything about Iran, no one is acting when inaction is no longer acceptable. 

When the Yemeni port is hit, when that port becomes inoperable, we will see some tea granny (CAAT) make claims that this was all the fault of Saudi Arabia, all whilst it is the western world that is in part to blame as they are hiding behind ‘Silence is sewage’ and they are fine with that, t least their stakeholders are, are you? This war has been going on for well over 8 years. Not in any point in time did terrorists have such a hold in disturbing a population and several nations. 

The fun part (for me) is that if China makes a stand, when it actually does something about the terrorists by supplying the Yemeni and Saudi governments what they need, what will the west do? For them it will then be too late. There is now a larger area that is in the mix and it could cost the EU and the US a lot more than they ever imagined and the papers will prove me right. Which paper had anything on the attack on  the harbour in Hadramout province? So far I found France24 with a decent piece, the rest? As far as I can tell, not a word. Why is that?

The age of Silence is golden is over, it was never a real golden era to begin with, it only supported greed driven entities and it supported them well. We need to change the book of tactics before it is too late for too many, but that is merely my view on the matter.

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October 23, 2022 · 00:29

Wheels are for sleeping

Yes, that is the indication. So far I have been busy redesigning over half a dozen games and I get the impression that asleep at the wheel is a common factor at both at Amazon and Google, might be at Microsoft a well, but I do not care about them, they can become obsolete all on their own. The redesign is essential as there are factors for a larger audience and one does want to entice that audience as such I started with half a dozen games, kept the overall appeal, kept the foundation of the game, but the rest got upgraded to the improvements we got the last decade. And 3 of them had 90+ scores, so they can be remade into something better fitting this decade and this generation. Even as I am looking into Unreal engine 5 (where applicable), we have a much larger optional setting and this I did after having a sandwich, before I had a cup of milk and I am merely waking up. We have had a lot of games that were contemporary, we had games that were in the stage or the age of the arcade, but why are they abandoned? They were good games and even as we see everyone go nuts for some goat simulator (for some reason Microsoft got that right and it is massively addictive to some), they forgot a game like Soul Edge (1995), the Dreamcast had it as Soul Calibur (1998) where it scored a whopping 97%, a game that close to perfection was partially forgotten and what was rereleased was nowhere near as perfect and the makers decided they were more clever and created a lesser product. The lines in those days were that this game alone was reason to buy a Dreamcast. Why are these gaming executives so short of memory? Soul Calibur was all about fun and they created a game that did that and more. There are a lot more examples and more could be done to make it changed enough to get a new IP registered. One day and I come up with half a dozen games that could be upgraded and Google (deciding not to be a developer and dropping the Google Stadia coming January) is letting $500 million a month slip by, well they must have the corner on something. I for one am willing to guess that they got the corner on Melatonin (sleeping ingredient). And that is merely one part of one branch. I  truly wonder what Tencent is up to, because if they are more awake then there is every chance that Amazon will lose their share as well. And these two got that done in under two years. Good going guys (girls also). 

And as I am vamping a few more titles, I remembered a game from 1991 called Streets of Rage, a simple game, but addictive and a game that could entice plenty of people. You see, this new ‘gaming’ industry is a lot less about making money. It is about the microtransactions, that is where they think the real money is and when my solution is accepted and 50 million subscriptions start cancelling the other options, these people will learn the hard way what an empty IP looks like. They all ignored that gamers want to have fun and for some it is racing, for some it is stealth, for some it is bashing and in these groups none of them are overly excited of microtransactions. So when they get a micro-transaction free environment, they will move. I am completely convinced of that. These people also are not interested to pay by watching advertisements. So there are two elements that would fall away pretty quickly and in all that the current ‘champions’ would end up being tomorrows losers. I reckon that is here Tencent is heading as well, so they will get two tiers of advantages of all those who haven’t figured it out yet and that will cost the wrong people a lot of marketshare. But not to fret, they are willing to lose that marketshare, I know because I cannot  see them making any alterations, so they are definitely waiting until it is too late. But that is big tech for you. So whilst they are asleep at the wheel, I will continue embellishing my IP for the current customer line. And there it will stay, especially when the right people figure out I wasn’t making a funny, and that my part in gaming since 1984 implies I actually know stuff. But feel free to disagree, it is your right and when you come up short, you merely did it yourself.

As such I do hope to have a field day. Because hope is still part of that equation, we all hope, we can do little more. And lets give Microsoft a hand, only yesterday we were given “Many enterprises continue to leave cloud storage buckets exposed despite widely available documentation on how to properly secure them”, and the hand was not in sarcasm. You see ‘despite widely available documentation’ implies that this is a Layer 8 ID10T issue (aka: idiot users). So when we read “SOCRadar, the threat intelligence firm that reported the issue to Microsoft, described discovering the data in an Azure Blob storage bucket that was publicly accessible over the Internet. The data was associated with more than 65,000 companies in 11 countries and included statement-of-work documents, invoices, product orders, project details, signed customer documents, product price lists, personally identifiable information (PII), and potentially intellectual property as well.” Yes, it gets to be that bad and it is NOT all on Microsoft, some is, not all. But keep screaming that Azure is fine, especially when 65000 companies are placing their data on the internet. As such the China and Huawei issues are not an issue, people are placing their data online all by themselves. Cisco was also a factor, but they seemingly fixed the issues they had. In all this it matters, because streaming opens a new can of worms and I am opening a separate one as well, especially when the Kingdom of Saudi Arabia buys my IP. In all this we see that there is a much larger need to stop being the inclusive wanker. It is time to call out the larger flaws and stop messing about, or buy a Jaguar (a Crazy People 1990 reference).

This is one of the reasons I do not want Microsoft anywhere near my IP, and that is in part why I offered it to Saudi Arabia. These tech players might bully me, but they have a much larger problem if they mess with Saudi Arabia and when the Saudi party realises just how big the IP can be, Microsoft will be kept outside, of that I am convinced. It was also in part why I hoped that Amazon would have called earlier, but they slept for months, so I am happy to head to plan B. And as I embellish my IP the chances will increase and increase. Some wheels might be for sleeping but my cogs rotate unrelentlessly and they keep on rotating, I owe that to myself even if it is merely to show where all the others went wrong.

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October 21, 2022 · 11:23

EU and Financial discrimination

It sounds odd, especially when it is supposed to be entertainment, but there you have it. The EU and its Eurovision song contest in now a tool for filtering and discrimination. I get there via the BBC (at https://www.bbc.com/news/entertainment-arts-63328046) who give us ‘Eurovision: Bulgaria is latest country to pull out of Liverpool song contest’, which leaves the audience short of North Macedonia, Montenegro, and now Bulgaria. Consider the fact that they cannot afford the fees. It is hard to state that an event like this cannot have fees (even if we would like to). And when we consider “BBC News has been told countries have been asked to pay more to make up for the money lost following Russia’s ban”, we could argue that there is something wrong, we can argue that a social fee system is failing, but the directional issue is that a system of inclusion could be a system that fails from the start. Because no one minds a social system when the economy is good, but when that stops we become discriminatory to say the least. 

And that is not all, we are also given “How much each participating broadcaster pays to enter is not made public, but the total cost between all entrants normally adds up to around £5m – with the host paying a further sum”, I honestly forgot if these events are loaded with advertising, I haven’t seen one for some time and the last 10 years I have watched zero TV. A system that allows for informal political meetings behind the screens is now absent of at least three nations. How can these people see themselves as ‘European’ when they face this? So even as we are given “Annual membership fees and subscriptions are calculated according to factors that take into account the member’s relative size and financial status” I personally believe that they failed. We can make all kinds of jokes on social discrimination and feigned factors of fair play, but when you cut three of the 40 players you have an issue, it is slightly too close to 10%. We can understand when one doesn’t make the cut, or 1-2 are unable to attend for all kinds of reasons (like being invaded by Russia), but when you touch on the 10% mark it is about something more and the finance nerds who made these factors of fairness are about something else. And it is my view (a very speculative one) that no participating nation will be allowed to add advertisements of ANY kind to this event. If three cannot play, they do not need to make any money off the event either. You see the advertisement revenue could have paid for the three nations participating but that is not the case, so the stakeholders should not be allowed to line their pockets either. Tit-for-tat (or was that tits-for-dad), I honestly cannot remember as I never entered fatherhood. 

No matter how you want to see this, I see this event as a failure, you see European culture includes the three nations now not part of this and that is one more failure of the bar-tab that Strasbourg is currently running.

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October 20, 2022 · 14:01

The evolution of gaming

I have spoken on this before, and in that I tended to be specific, almost micro-manageable. It comes when you design IP, it is a path where you want to track every element so that you are not left in a loop, left with too many unknown parts. It is the way things go and especially when you do not have a brain-storm team, you end up designing as much as possible all parts of the equation. This is not new, this is how it is. 

However, In this stage I need to take a helicopter approach, I need to oversee everything (sort of), I need to take a wider stroll over this stage because the next part is not how to create a game, most can do that, most can set that stage. I need to create a stage where close to a dozen games a year can be created, a dozen a year for 3 years at least. So that the people are given new choices, new options. Streaming is a different kettle of fish and it cannot be approached in old ways. Weirdly enough the one I bitched about the longest (Ubisoft) has a clear advantage in streaming games. As such their approach towards GaaS is not the best but it is the most evolved one and they have a truckload of IP that comes with it, as such they are in pole position to get there. They lack elements, but they have a clear group of titles that could become clear winners in a streaming station. There are other elements in play and not all the players are clearly identified and there are other elements, like certain titles (example the Horizon games) that people would want to play again and those are not contenders, they are happy alliances. But it cannot be just about that, any system needs new titles, remastered titles and the less known, the better the chances. It comes as an addition towards the 50 million subscriptions I made a claim towards, but to sit on my laurels is not my way, If I can make the essential steps to make it not 50 million, but up to 75 million from year one onwards, I will have succeeded to a much larger degree and to end up seeing Microsoft executives choke on their Azure yaps, all whilst none of them look blue is a clear win for little moi and I like my wins, especially when it is warranted. And for them? Well the old saying (my old saying) applies. The blowback of sarcasm is merely irony, and I like to serve my irony with a wooden spoon award. It is not enough for them to fail, I want all others to see why they failed, why they should have been regarded as stupid from the get go and that is merely my bonus. So I am vamping up two of the three elements and it should be enough to get the ball rolling, and then I hit a snag. Well not exactly a snag, because I cannot test the snag. It leaves a trail and that I cannot use at present (well not until after the Saudi government paid me). And I have a stage that needs to be repeated a dozen times so that there is a floor-plan to work from and that is going according to plan (for now). There are two elements in play. How to make a worksheet, a plan of attack on the premise of art where we can identify enough elements to make sure that most hurdles are addressed, that most issues are identified. That is the task and that is not simple project management. Some project managers will make claim that they can do that, but outside of less than a dozen, how many +90% games have been released? The Xbox has released 6 games with a 90+ rating since 2020, over two years only 6 make the cut. Sony had 8, a clear win, but still low when you consider the investment of the dozens of games that were created. And it is not merely the 90+ games. One real hit was AC Origins which only got 81%. So there is another pool to work with and I decided to look at another pond altogether. I wrote about that too and when you consider the alternatives the investment per game decreases enormously creating a shifted investment number, one that is ultimately more rewarding. And there we have the station we need to look at, the second branch is close to complete with well over a dozen titles. It will take mere days to get the second dozen and branch two will be close to complete and then branch three starts, but I will not write to much about that. I like my surprises a much as I like to serve my plate of irony.

The evolution of gaming is underway, not because I said so, but because streaming games have advantages over console games, but it comes with additional dangers. A much better testing phase is required, the one elements too many game designers are weak on. Do not take my word on it, you merely have to look at the title AC Valhalla, released two years ago and it was still receiving patches three weeks ago. That side needs to improve, it needs to improve a lot. And there is the rub, any solution consultant that gives you the ‘these things happen’ line is wasting your time. Proper testing takes care of that and this is not done by too many. Streaming can only truly evolve when they have a better handle on it. This is not because it is GaaS, it is because Service will only last when the product is properly made and there Ubisoft left too many issues in the field. So you need an alternative to what they have, and there the second branch is the optional solution to getting traction to more people, and in streaming traction is the game that makes you the winner of the streamers and I have no intentions of losing, that is one definite that I am making clear to one party and optional Tencent too. But Tencent is complicated, they decided to work with Microsoft, making them the optional loser from the start, but that is the stage I am faced with, the question is what are my options next? If the Saudi government buys what I have, I am in the clear and my retirement starts. But if they decide otherwise, I will need an options and this is merely one of three IP bundles, so I am not out of the game yet, but I reckoned that the idea and proof towards $500,000,000 a month would have been enough, but I cannot rely on people making sense at times, as such I need a fallback position (as expressions go). And there I am doing work that is less creative, way too much tedious but essential, I get that. So here I am trying to work things out. On the other hand, in 6 hours 55 minutes and 23 seconds the premiere of Black Adam starts, so off to the city I go and have a bit of fun, I have earned it. 

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October 19, 2022 · 17:29

She just doesn’t get it

OK, I have been sitting on this for a few hours. It started when I saw the article (at https://www.theguardian.com/global/2022/oct/17/senator-raises-alarm-saudis-could-share-us-defence-technology-with-russia) titled ‘Senator raises alarm Saudis could share US defense technology with Russia’, I wondered who wanted to play the daily mail card with a title like that and of course, everyone favourite political tool and least acceptable journalist Stephanie Kirchgaessner was there. The person who bashes Saudi Arabia whenever she can. So I decided to take a gander towards PROPERLY informing the people. Well, we all need a hobby, don’t we?

It starts from the very beginning. “A senior Democratic lawmaker has raised alarms about the possibility that sensitive US defense technology could be shared with Russia by Saudi Arabia in the wake of the kingdom’s recent decision to side with Moscow over the interests of the US” this is the first shovel of BS. The kingdom doesn’t side, it seeks a path that is the best for any nation, its own nation. And in continuation the US did this to themselves! So when we get in continuation “following Opec+’s decision to cut oil production, said he would “dig deeper into the risk” in discussions with the Pentagon.” OK, OPEC+ decided to cut oil production, this is the right of OPEC+. Now, we can argue if it was Russia pushing that button, which might make sense, but I did not see the papers on that meeting, so I actually do not know the exact setting there. But oil production was cut and here lies the rub. “If you want cheap oil, you do not bite the hand that feeds you that cheap oil. President Biden promised to make Crown Prince Mohamed bin Salman al Saud a pariah and he did keep his word. But it was never based on any actual facts and any factual rulings. So when this happened the Kingdom of Saudi Arabia was treated as a lessened ally. This has CONSEQUENCES! So I was pretty much howling with laughter when President Biden and Boris Johnson went like shivering little chihuahuas asking for cheap oil. OK, Boris Johnson probably took a page out of Oliver Twist and asked “please sir, can I have some more?” But both faltered and failed. 

As such we now get “The decision was seen in the US capital as a sign of Riyadh siding with Russia in its war with Ukraine, and as a possible attempt to hurt Joe Biden and Democrats ahead of next month’s critical midterm election by raising the price of petrol at the pump” Now, I personally disagree with the Russia setting, but I get that some might think that. Why? Because they are missing the obvious especially some journalist who is friends with an UN essay writer named Eggy Calamari (or something like that). To see this, you merely need the use of a calculator or an Abacus. We get part of this from Robert Kaufman in Newsweek “The U.S. imports oil because consumption of oil products—about 20 million barrels per day—is greater than the quantity of crude oil it produces, about 18 million barrels per day” this is supported by the EIA (Energy Information Administration) who gives us “the United States exported about 8.54 million b/d of petroleum to 176 countries and 4 U.S. territories.” So it sells its own oil for $100 per barrel (fictive example number) whilst expecting that it can buy crude oil from the Kingdom of Saudi Arabia for $60 per barrel (also fictive example number) hence pocketing $40 per barrel in its own pocket and the Kingdom of Saudi Arabia basically says that this stopes now. The US can buy oil at the Brent Crude Oil price and the greedy people do not want that, so now they need to do with less, even though they know that they sell the bulk of their oil, leaving the US and its citizens without oil. And no one is looking at that part of the equation. 

So when I saw “Both Biden and his Democratic allies in Congress have expressed frustration with the move and called for a realignment in the Saudi relationship, with the US president warning that Saudi would face “consequences” for the move”, my living room just filled with laughter. What consequences? The KSA can watch the US implode upon itself and it better realises that there is also a consequence to it selling its oil. You stopped treating the KSA (Kingdom of Saudi Arabia) as an ally years ago, you wasted time by censoring too much of the actions by Iran on the KSA and Iran’s actions in Yemen. All this was enough to stop the pumps and Russia would not have been a factor. It is my personal speculation that the KSA is keeping a distance between them and Russia, too close ties might make them lose a lot more friends and the KSA would be left with Russia, Lithuania and North Korea, two nations it does not care about for one inch. And that was all visible, but the wannabe journo does not give you that, does she?

There is however one side that is valid. It comes from Senator Blumenthal. “Richard Blumenthal  seeks reassurances from Pentagon that ‘they are on top of’ risk of sharing information with Gulf state” I believe the question to be unfounded, but it is a fair question. There is an essential need for the US to seek the best path for America and keeping classified out of Russian hands is a fair call to make. Yet the added “siding with the Russians in this manner – is so dramatic. I think it calls for a response” is partly false. You see OPEC+ is a group of 23 members and Saudi Arabia is only one of them. That majority is a lot larger and I do not know (but expects) that Saudi Arabia was one of them. This is the consequence of dropping Saudi Arabia as an ally. The BS sanctions in the US and the UK with the tea granny organisation (CAAT) all whilst Iran is attacking without consequence and now that Iran is sending its drones to Russia, will these two players do anything at all? or will thy merely pretend to make calls to Tehran all whilst they know perfectly well that this will have no consequence? When you drop a friend from your party you should not cry over the fact that there are consequences of that act. Even on the premise of all this, I was happy to offer my IP to the Kingdom of Saudi Arabia. If this enables more power to them to include technology and social media, my choice will give me the same pebbles but now with a much larger stage where the other wannabe’s can cry over even more spilled milk.

So when we are given “Jeff Abramson, a senior fellow at the Arms Control Association, said Saudi Arabia had been a major purchaser of US military equipment, including some of its most sophisticated weapons systems, for decades” true, but not lately isn’t it? That is why China is at the gates of Riyadh ready to sell THEIR equipment to Saudi Arabia, making the US lose even more billions in revenue, and in part this was paid for with millions of barrels of oil per day, as such the United States did this to themselves, but I do recognise that they want their secrets to remain THEIR secrets, especially as we see that Russian hardware is buckling all over Russia and the Ukraine. And it is then we see the larger screw up. It is given with “It is plausible that the Saudis have information about those weapons”, this implies that Jeff Abramson is not clear or is in cautious denial implying that there is no danger or he just doesn’t know what the commercial people informed Saudi Arabia about and it seems to me that Stephanie Kirchgaessner never picked up on that because there is no follow up on the foundation of ‘plausible’ and in addition we see “Prince Khalid bin Salman, said on Twitter that the decision by OPEC+ to cut oil output was made unanimously for “purely” economic reasons” which raises the question of what the US will do about the other 22 votes? This article raises one decent question and hides it in the BS of several other sides. Yes, the Guardian is really proud of the journo they have there, aren’t they?

I wonder what comes next, but if I have my way that would be a moot point because the impact would cost tech firms well over $500 million a month, they will not lose all that money, but they will lose a chunk of it and with that a lot more in the aftermath. Yes, these people really keep their eyes on the price. 

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