Category Archives: IT

July 28, 2026 · 18:00

As thoughts go

I was relaxing watching my daily dose of YouTube when I ended up watching a replay of the 1993 game Aliens versus Predator, a highly enjoyable game and it brought some settings back. You see, I have been a massive fan of Mad, especially Spy Versus Spy, as such I got the game in 1984 for my trusty CBM64 and I enjoyed loads of the with this game. But why has it vanished? There was later a PS2 version and that was it. I had the first and third game on my CBM64 and I started to mull a few things over today. What if it was relaunched with a difference? The game on your PS5 with upgrades (wait for it), but the largest idea came a little later. So what happens when you get the PS5 game? You also get a license for the PlayStation Portal™ and that opens up new frontiers, especially if the game is also there on the Nintendo Switch and Switch 2. Sony and Nintendo players could face off against one another. As such the game could be launched on Nintendo and Sony with a new option to use it against one another. Gamers not confined to a single platform, but gamers uniting for the joy of gaming and this game will be an exquisite setting. 

Graphically it should improve, especially considering the CBM64 graphics and there would be a seating of versatile levels. Like a square with 2 times 4 bars, ear exits and two ‘hidden’ ways from the left top to the right lower bar and from the left top bar to the right lower bar. I also think that you only see your side of things, but with the bars you hear the music the other spy hears. There are still traps and counter methods (as per trapulator) but it would be nice to have an arsenal with them and they are released per level in the same way it was, but a more versatile collection of traps. The game would view more 3D. The original level settings are still there too, but I would like to increase the amounts of options there. And optionally a new setting, the spy cams that could be released and set in a room so that you can see some rooms when the other spy wanders in. 

And all this could propel the need for the PlayStation Portal™, and it is merely the first game that comes to mind, because a portal is essential for multiplayer settings. You could also play it on the PS4/PS5/PS6 but there is still the essential Nintendo link and as this is also played through the internet, you get the seating to play friends and create new friends no matter whether they are Sony or Nintendo players. And there is a real setting here, there are 176,000,000 switch players and they might like to connect to the Sony population of a little over 211,000,000. 

So back to the game, at least three levels from the start and 2-4 levels added optionally from start, but it makes sense to add them later on. Also the escape, which was a plane, should be in good Spy vs Spy trend, optionally escape with a submarine (arctic level) and a tank escape. All optional that makes sense as both the Nintendo and Sony devices have a lot more than a smile 64Kb. I reckon that Hideaki Nishino and Shuntaro Furukawa should have lunch real soon to see what they can do together. Because there is an upside, as this matures, there is every chance that Sony people want a Switch (I already have mine) and vice versa (I have that one too) as such they could fuel gaming together and create several games that applaud that setting. Titles like Wave Race: Blue Storm, Mario Kart, Soul Calibur, Super Smash bros, the EA sport games all rearing to gain a multiplayer following and the nice part is that the one who owns the license can invite one player at any given time. (So an owner can let a non-owner of that game in)

An optional seating that would fuel the purchase of a game. The idea is to offer a lot more to gamers and that reps itself in revenue, optionally it might fuel the need for subscriptions. Whether it is PlayStation Plus or Nintendo Switch Online. I would advice to offer a setting that it is not required one day month, so that people can see what they gain, or they want to ease into this. A setting that a simple spy invoked (I swear it was the white one)

So ponder this setting and have a great day, optionally by playing a game you love.

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July 27, 2026 · 09:52

The gaming concerns

We all giggle at the ‘forecast’ of some gaming bosses. I am the same, so when I saw (at https://www.bbc.com/news/articles/c9803j74091o) ‘Amazon gaming boss predicts future where players no longer need consoles’ we can anticipate “Yes, but that is not now, it will be in the not so near future” and the setting of “Amazon’s head of gaming Jeff Gattis has told the BBC he believes the rising cost of tech means people will turn to streaming games online rather than buying new consoles. He said the tech has developed a lot in recent years, making it more viable than it used to be – but accepted some people will still buy their own hardware.” The truth of the matter that streaming is the future, but the setting towards a thick client (to a console) will make the most sense close to a decade. 

You see, some might remember the Microsoft failure Crackdown 3 where we see “Crackdown 3 uses a cloud-based compute system for its multiplayer mode (Wrecking Zone) to offload physics and environment destruction calculations to Microsoft Azure servers, multiplying local hardware power by up to twenty times. It is also fully playable via video streaming through Xbox Cloud Gaming with supported subscriptions.” But the results were “However, this data-streaming system frequently triggers micro-stutters, texture pop-in, and occasional fast-travel freezes on PC and base consoles.” And be clear, I am not having a go at Microsoft here. I actually applaud that they took this leap in 2019. It could have been better to some extent, but it was clear that the hardware was nowhere near ready even for strong servers using distributed technology. And we haven’t gotten much better at it in gaming at this time. Yes, distributed streaming is the wave of the future and I whole support this, but we are not ready, none of the gaming systems are at present to exclude a console. So when we see “While cloud gaming has long been billed as the future of video games, previous efforts have failed to gain widespread adoption – leading to the high-profile closure of Google Stadia in 2023.” I saw a future which could have gotten Google $6 billion in annual revenue, but they had closed the Stadia a week earlier. As such I offered that solution to Amazon (Andy Jessy) but he never got back to me, as I see it, his loss. Now I am still awaiting Tencent with their solution to nibble on that setting and there is no doubt that my prediction of $6 billion is real and I wrote about it in my blog (go look for it) I am not the person to hand out solutions to any wannabe that asks. And it was a real setting with gaming options to over 50 million gamers in the first phase. I predicted (as clumsily as I could what would happen after) but I have nothing real to offer after that revenue hits $12 billion – $15 billion annual. And I based it on a three pronged solution, because as I see it, a console is there for more than one reason and it would be a shame merely to offer one side. Google made the most sense as they had developed two of the solutions, but these could be remade and I wholly believe in streaming technology.

So when we see “Gattis argued there was still a huge untapped audience beyond traditional console owners which Amazon was trying to reach. “There are somewhere between two-and-a-half and three billion people who play games around the world, but only a fraction of those own dedicated gaming hardware,” Gattis said.” I find these numbers a little debatable, because as I see it, those relying on their mobile are not really gamers, that requires a large screen (or TV) and a decent console or home computer but that might be merely my view and in all this there is a future for distributed gaming, but it requires what is referred to as a thick client (console/home computer) because these millions of people will flood the internet when they are merely use a think client and I merely have to point out the issues Sony had a mere two days ago, to see the setting of “Thin clients require a stable internet and thin clients are network-dependent” that is the setting and before 2040, there is no non console setting to be had, even then you will be catering to metro people and the rural gamers are left behind. A setting I find completely disgusting and unsavory. Gaming is for everyone and even if (at times) we see that there is a lot to be had from these ‘metro’ gamers. It is completely unacceptable to stop catering to rural gamers. If only to consider France, Germany, Sweden, Denmark, Norway, Finland, Italy, Greece and that is merely Europe. Actually Sweden has the bet internet nationwide, but if we consider nations like Saudi Arabia, USA, Canada, Australia, and a few other places. How many rural gamers will be thrown into gaming darkness because of this? I boggles the mind I say. The BBC gives us more (read th article) and a lot makes sense in all this, but the setting of ““Gamers are willing to trade a little fidelity for convenience, but not to pay premium prices for something they don’t own which stutters when the Wi-Fi dips,” he said.” Is also something that needs addressing and it is done through the subscription model, as I see it, when you are a member, you get to won a game for all time, but it requires a thick client, so games at the end of their cycle need to be downloaded to the console, with an optional SD Card, to unclog the console. That might be a first setting that will gain the favour of gamers and the idea that they have at times a month to get a simple SDCard, is not to taxing on their wallet.

A simple card that supports the total of a Blu-ray can be gotten for a mere $33, as such storage becomes near obsolete as well. As such there are options but I see it for the far future, no matter what I believe that my solution holds, it will require a thick client, as the internet at present is a little to unsafe and insecure to count on. And that is before the upcoming rematch of net neutrality, a setting so intense and massively hedged against gamers, that a thin client is too dicey a choice to make at present.

Well, that is it for now. So tune in later today for a story that will make pyromaniacs water their mouths. Have a great day all and to all have a great day gaming.

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July 25, 2026 · 22:45

Rerun anyone?

As I wrote an article propping questions there. I see earlier today, the BBC is giving us ‘Warning shot or publicity stunt – how worried should we be about the OpenAI hack?’ (at https://www.bbc.com/news/articles/cd9w22n9e4go) as such, I had some initial questions in my article: ‘Is it real or is it media?’ (at https://lawlordtobe.com/2026/07/24/is-it-real-or-is-it-media/) where I posted the idea ““The ChatGPT-maker said its agent – an AI system which can operate alone after human instruction – was being tested in a controlled environment but, after finding weaknesses, was able to escape the test limits.” Which is fine, but that is still programmer controlled. So as I see it “after finding weaknesses, was able to escape the test limits” it didn’t escape it merely found a weakness as its ML systems were taught to find out and went elsewhere. It reminded my of the 90s hacking setting where towards ‘password’ a clever hacker gave “1=1” invoking the ‘True’ setting. Then we get “OpenAI said the incident was “unprecedented”, and it was conducting an investigation alongside Hugging Face, whose boss Clement Delangue said in a post on X it was “mind-blowing that all of this happened autonomously”.”” And now we see “Hugging Face said the hack was different from anything it had handled before because it was done at superhuman speed by an AI with little or no human guidance.” It is the “little” addition to the sentence that is validating my setting of “that is still programmer controlled”, because as I see it, “little guidance” might merely be human ‘adjusting’. And when we see “Hugging Face researchers guessed the mysterious attackers had used one of the big AI models but they had no idea who or where the criminals were.” So, the issues is even bigger, it could have been Organized Crime setting the parameters of a sandbox, I know it sounds outlandish, but there is either a massive shortage in structure and security of DML (Deeper Machine Learning) settings (so it could either be ML or DL) but the setting that this is out there whilst there is no oversight is something that most of the media is painting over with innuendo and whether this is given by some is not in question, also irrelevant. And we see this when we get to “The Scooby-Doo-style reveal was made even more bizarre – and worrying – because OpenAI said its bot did the whole thing on its own, without permission. The firm said it all went down during a test of its tech’s hacking skills.

Two new versions of ChatGPT, designed to be master hackers, broke out of a supposedly secure test environment and gained access to the internet.” We see “broke out of a supposedly secure test environment” implies that it was not secure and the testing facility (the sandbox) is lacking security and oversight. And the statement “OpenAI said its bot did the whole thing on its own” implies that the bot was not monitored or ‘left alone in limbo’ but we all know that any computer is  never idle, it is always doing something and whilst it depends on human interactions it is fine. With autonomous systems it is a different matter and OpenAI should have known that. They are supposed whole lot better than I would ever be and I reckon that the larger issue is what did OpenAI know ad what are they hiding, because as I see it, they are hiding something. I am not sure what and it might be innocent in most cases but as I see it, hiding something is fear for some illumination. That has for themes nearly always been the case.

Then the BBC hits a note that I was playing all along a for the most I hinted to that in the previous article (listed above) but the BBC is giving us “Was it truly a stark warning about the future of AI? Or was it a publicity stunt by OpenAI to show off how powerful their models are? It’s the kind of scare marketing AI companies have been accused of for years and, since the much discussed launch of Anthropic’s Mythos model, cyber-security prowess has been a focal point. One of the top comments on OpenAI boss Sam Altman’s X post about the incident summarises this skepticism: “If y’all can’t understand that this was written to purely brag about the model then I don’t know what to tell you.”” And the ‘statement’ “If y’all can’t understand that this was written to purely brag about the model then I don’t know what to tell you” summarizes it nicely. We also get “The OpenAI and Hugging Face incident is a real-world example of a broader issue we’ve been highlighting for months,” said Dor Sarig from Pillar Security. “Sandboxes alone are not a sufficient security boundary for agentic AI.” And I tend to agree with that. Any Agentic system requires different security requirements. Whether it is Fake AI, True AI or simple ML AI. An agentic system does not work according to ‘human’ settings. I tend to go back to the original chess computers from the 80s. They will try any movement that is possible until they get the right result whilst replaying every chess match that was programmed into its memory. And the chess computer is relatively simple. Hacking into a system has all kind of places to pass. I gave the window example in my previous article. But the setting of software is that they are set to libraries that give abilities to a program. You see, a program gets linked to <stdio.h>, <stdlib.h> and <string.h>, but merely these three open up options in I/O operations, copy operations that are not part of the program, but they are in that system and it can run by all of them in mere seconds, optionally finding alternative options. Even this is not AI, a programmer had to program it in and regardless whether an agentic system does it autonomously, it only does it because it was handed that training and these instructions, and the agentic system started to combine options and learnings and it learned (using my previous examples) that it can leave a location via a window, it does not require to use a door. Which makes me remember an MSDOS program that turned the speaker into a device. So giving it the instruction:

Copy MontyPython SPKR:
Copy MontyPython SPKR:
Copy MontyPython SPKR:
Copy MontyPython SPKR:
Copy MontyPython SPKR:

And then wait from a distance, whist I added this to the autoexec.bat of a friend and watch him go nuts why his PC is singing the tune of Monty Python. It wasn’t me, someone programmed the setting of a speaker to become a SPKR: drive. So when an agentic program gets creative it might take routes no programmer could anticipate, not even when he/she programmed it. Because the reality of the setting is that no sandbox suffices to any agentic program. As I see it, it requires a sandbox in a sandbox and when the agentic program gets out of the inner sandbox the arms of the outer sandbox go off and as I see it, because it was unmentioned, that setting seemingly does not exist.  So whilst I understand the position given by “Cyber security Professor Alan Woodward from Surrey University told reporters OpenAI had “egg on it’s face”, and Katie Moussouris from Luta Security went further, suggesting the AI industry is failing to control its dangerous inventions.” I kinda disagree and it comes from the plain setting that AI does not yet exist. And all this is the consequence of ‘experts’ covering each other by making claims that all this is AI, whilst it is mere ML/DL (I call it DML) and it comes from a programmer. And even as they are covering each other, and clapping each other on the back. They know that the wrong settings are in place, but they are in too deep and it will hinder whatever comes next. There is one upside, you see, the AI Kill Switch Act might be in place before True AI comes to town and that could be the one great good thing.

I get the doubt thrown my way and I get that a lot of people have no idea, even though they gave all their IP and data to ChatGPT. I never used it and until there is a real AI, I will never use it to grow ideas. So whilst IBM (decently recent) gave us “Key concerns include autonomous system risks, data privacy violations, algorithmic bias, widespread misinformation, and intellectual property challenges” which is something I gave several times in the past and it all comes from a programmer, and as soon as they get connected to some sort of organized criminal enterprise the fence is broken open and all that IP will go anywhere and everywhere. That is the larger setting and no one is examining the ML/DL libraries that these players are making and as such when these class actions are placed beyond the settlements that they can afford, the ‘sudden’ revelation comes out and that is the moment these programmers can’t remember anything. And whilst the setting comes to point that the dollar sign no longer validates the setting of “Tech companies argue that training AI on public data falls under legal “fair use,” while creators argue it is unauthorized commercial exploitation” we will get a whole new ballgame and whilst this all plays out, the tech companies are creating new libraries with these agentic knowledge basis making a secure sandbox even more difficult. Optionally it might even contain three sandboxes in a nested structure, but that is merely my view on the matter and I might be incorrect in that assessment. 

So whilst we are facing rerun after rerun and optionally faked settings of Google vs OpenAI, both against Anthropic and all against each other when xAI enters the fold. And all that time the are still figuring out both a Trinary system (I see that as an essential setting for True AI) and how that is voiced into data systems, because they will have ramifications. Which is why I see that Oracle and Snowflake have the largest chances in that respect. I am certain that this is a race that Microsoft is unable to get into and I have no idea where Google is there. I am decently certain that IBM figured this out before I did and optionally they have this ‘under control’ through what was LISP and is now optionally coming to systems in some point in the future. Because as I see it, the setting of a trinary driven system with what I tend to call an Epsilon processor would require a LISP driven setting where the optional inclusion and exclusion would run simultaneously and this requires some form of LISP setting (a personal speculation) and all this would come with IBM shallow circuits. And all this gives IBM the largest head start, even Google might not be able to compete and I reckon that IBM might have talked to someone like Oracle on these settings. I have no idea where IBM is in databases, because in the end any true AI system is depending on the data it has. The question becomes in the meantime, how to transform binary (fake) AI into trinity true AI. The setting will become the discussion among data experts in the next few years and it hold bearing to all this, because it also impacts on how sandboxes are designed and monitored. 

And it it important because as I see it, trinary data takes a fifth of the space whilst gaining 4 times the speed of processing. And that is the setting these data farms will have to content with. As such there is plenty of evolution coming, but in this the stages of security becomes essential and whilst you consider rate quote from Katie Moussouris from Luta Security giving us “the AI industry is failing to control its dangerous inventions” and we are nowhere near the setting of true AI and that is where sandboxes require a nasty upgrade and soon, because soon enough, the kill switch might all there is between our data and whomever has access to data farms. And with security failing like we see now, we might not have that much time left and that is where I saw the need for security, because there is every chance that some AI ‘dealers’ already know that their fortune is set towards who has the most data and there is a need that we need to keep our data safe, but others might not want to do anything about it. Naming names is highly speculative because we aren’t shown the real issues and these people don’t want the real issues to come out because when the game is up, these people are playing for all the marbles in the world and there can only be one winner. That is how I see it and I might be wrong, but at present I feel that I am more right than even I think I should be. 

Have a great day today, I am now a mere 80 minutes away from Sunday.

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July 24, 2026 · 05:41

Is it real or is it media?

That is the setting, because in my mind when an AI goes rogue I see the gaming example of Shodan (System Shock, 1994) and even then, it was all set in motion by a simple programmer who wanted a nice shiny bauble (a military grade neural interface) so when the BBC (at https://www.bbc.com/news/articles/c3ek3gvdnj3o) gives us ‘OpenAI says its AI went rogue and launched ‘unprecedented’ cyber-attack’, in my mind I merely see Sam Altman, hoping for some limelight and that tends to have media settings. So lets take a look. And don’t forget all AI is fake AI, as such it is started by programmers, that is the underlying truth in all this. It starts nice, with “OpenAI has revealed some of its most advanced AI models went rogue and hacked a start-up after it lost control of them during a security test.” You see, ‘Going Rogue’ means stop following orders, rules, or normal expectations and start acting independently. It describes a person, group, or system that breaks away from a team or authority figure to pursue their own unpredictable course. As such the programming in that setting implies that the instruction to follow its own course was taking shape. Optional it was some military implementation. As I see it, it never “Lost control of them during a security test”, but I’m willing to go with “It had poorly created boundaries and connections” and it got out of its ML loop, driven by DL making it a DML issue. In all this, ML is Machine Learning, DL is Deeper Learning and DML is Deeper Machine Learning (which is a amalgamation of DL and ML) then we get “The ChatGPT-maker said its agent – an AI system which can operate alone after human instruction – was being tested in a controlled environment but, after finding weaknesses, was able to escape the test limits.” Which is fine, but that is still programmer controlled. So as I see it “after finding weaknesses, was able to escape the test limits” it didn’t escape it merely found a weakness as its ML systems were taught to find out and went elsewhere. It reminded my of the 90s hacking setting where towards ‘password’ a clever hacker gave “1=1” invoking the ‘True’ setting. Then we get “OpenAI said the incident was “unprecedented”, and it was conducting an investigation alongside Hugging Face, whose boss Clement Delangue said in a post on X it was “mind-blowing that all of this happened autonomously”.” And the skeptic in me is considering that Clement Delangue was in on it all along. So as we see that Agentic AI’s are also not real AI’s, but it has a complicated setting of libraries and a connected knowhow of what its data gives it, it cannot look into unknown settings as it does not have connected data, but a simple input like “check all channels” will make it check all the channels it can find, even the ones the programmer did not consider. It is not clever, it merely found what a programmer never considered as such it never escaped, the programmer forgot that you can also exit a building through window, not merely a door. Then we get something interesting. “Gina Neff, head of the Minderoo Centre for Technology and Democracy at the University of Cambridge, told BBC Radio 4’s Today programme that the security tests are supposed to be within “secure environments”, called sandboxes, where you can “see what the models are capable of”.” As well as ““In this case, it looks like OpenAI didn’t make a secure enough sandbox,” she added. Instead, the agents created their own cyber-attack against the sandbox itself, finding a vulnerability which allowed them to escape the restrictions.” That sounds logical, but the underlying setting is “the agents created their own cyber-attack” which is what the programmer wanted, it merely wanted it to stay in the sandbox, and that is where the programmer fell short and when the media starts comprehending that the programmer is still the activator and we see this impact, we can understand that OpenAI is merely responsible, there is no going rogue, there is merely what programmers allowed for to happen, but “going rogue” is sexy and gets digital dollars clanking and there is the rub, was this real or is this all media instigated?

Then we get another cry of whatever. With “Neil Lawrence, Professor of machine learning at Cambridge University, called it an “impressive feat”, but cautioned it “falls well within the known capabilities of the current generation” of high-powered AI models. He pointed out that OpenAI is looking to list itself on the stock market, and faces intense pressure from rival firm Anthropic, which has made headlines with its own powerful AI tool, Mythos.” And I am with him on the “OpenAI is looking to list itself on the stock market, and faces intense pressure” and we see the mention of Anthropic, but it is more, OpenAI is allegedly sliding against Gemini (Google) and DeepSeek (China) and I have no idea where the others are. And as I see it the “Intense pressure spots” is what made programmers overlook the limitations that needed to be in place, or perhaps seen as better defined. That is the (as I personally see it) the truth of the matter. 

So when we see ““OpenAI are now playing catch-up, they are trying to demonstrate their own systems’ capabilities in cyber-security.” “It shows us that OpenAI are not capable of safely deploying their own technology,” he added. In its initial disclosure of the hack on 16 July, Hugging Face said it was still assessing whether any customer or partner data was affected and would contact affected parties if necessary.” I can agree with that, because “safely deploying” is programmer territory and I reckon that there will be two minds here, what the customer thinks it is transgressed on (any client wants money) and what the programmer sees as transgressed on (he needs a playable excuse) and that is where it all ends. Because when this comes to blows, it will matter and in all this we see “Meanwhile Travis Lelle, principal security engineer at cyber-security consulting firm Guidepoint Security, said the update marked a “sobering moment in cyber-security”. “This highlights a known asymmetry,” he said. “Offensive agents are unconstrained, while the best defensive tools are locked behind guardrails that cannot understand context.”” Which is interesting as the setting that Travis Lelle gives us is the setting that OpenAI is facing, there is a sandbox setting all whilst the programmer was set towards locks behind guardrails and as I see it, he never explained context to the Agentic AI agent. It makes it Fake AI, because the AI could never see beyond its programming and that made it go nuts beyond the sandbox. It is a slippery slope and it makes a dangerous setting, because what other things did the programmer not think of? Any ML setting can become an expert hacker, because it can do things a million times faster than any keyboard puncher can and agentic settings can merely go nuts on the target, because it will reflect to anything it can push against, like the 80s chess computers it merely goes over everything it has access to, like those chess computers that compute every match it was ever given until the play matches what it needs to and as it goes through 10,000 matches in less than a minute we thought it was clever. And we are making the same mistake again. These systems are fast enough to consider the encyclopedia Brittanica and  consider anything in a few seconds, these systems will act faster than any person clearing its throat. 

So whilst the article ends with “It comes a week after Chinese AI start-up Moonshot unveiled Kimi K3 – a massive new artificial intelligence model it said could rival top US firms.” Which explains the  pressure and we get that, but any system grown to a 1000 times its venture points is not more clever and it remains fake AI, as it merely considers more and it still cannot fathom intelligence that does not hold data, these AI’s are dependent on data, making it (as I stated before) fake AI and until IBM finishes its settings (optionally Google too) True AI cannot come to life and that is the real deal. Some greedy individuals want to call AI the AI, but without the Epsilon processor it will never be, because all this is set to binary fields and that makes the loopholes more and more realistic (and larger), but it is not. As I see it, someone will push one border against the next border and enable players like organized crime to get the entire bucket of data, all the data out there and that is the reality we all face. 

So I have a few questions in all this and it seems like the media is all whistling the same tune and that is more scary that anything else, because are they not willing to look elsewhere, or are they told to look in a specific direction? It is a simple question.

Have a great day

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July 23, 2026 · 10:33

What would you do?

We get that is the ‘dangerous’ question, but consider your situation when you are a mere step from becoming broke (or whatever a nation calls itself) you have no credit left, no goodwill left and you need to get your defence settings up (in a major way) as such the United States is set into a almost unbearable situation where (according to several newspapers)  they are requesting ‘Iran war has cost US $37.5bn so far, Hegseth says, as Pentagon seeks billions more’ (at https://www.bbc.com/news/articles/c70gek2kqyno) beside the setting that as I see it, that almost 38 billion amount seems to have been stretched, the request of “Hegseth told the Senate Appropriations Committee it was urgent that lawmakers approve another $87bn in congressional funding for the Pentagon, with $67bn of that destined for operations in the Middle East.” I am not debating the amount, although seems to be a little far fetched, especially as in 2025 the num bars given were “The U.S. national defense spending for fiscal year 2025 totaled approximately $919 billion to $954 billion in total outlays (with the initial Department of Defense request starting around $849.8 billion)” setting the need for Iranian oil well beyond 10% of the total and “The White House asked Congress in April for $1.5tn for the Pentagon over the next fiscal year, which would raise American military spending to an all-time high in the modern era”, where we consider that the US defense forces are at that stage loaded for bear (as expressions go). And compared to 2025 it exceeds 100% of the previous year, as such I am facing questions. It makes sense in my consideration that the United States is about to buckle and they want their defenses to be up when it does. So whilst we are given “Hegseth said current and future training for military members would need to be cut without the funds, as he repeatedly blamed former President Joe Biden’s administration for what he said was an underfunded military. The most senior Democrat on the committee, Patty Murray, pushed back on the funding request, saying it “does not make a lot of sense”. Asked by Democratic Senator Dick Durbin if he had an estimate for how much the war in Iran has cost so far, Hegseth gave the $37.5bn figure.” I can see both sides off the argument, especially if the United States would be forced to forfeit on their loans and when the US Treasury bonds are dumped by others (which is at present set to almost $9.37 trillion) the setting that this could be dumped on the markets whilst also seeing over a trillion dollars in interest bills. I reckon that 2027-2028 will become a messy United States to be sure. As most of these settings collapse, a strong defense is pretty much all that stands between the United States and circling vultures. 

As such I see the requests of Pete Hegseth, whilst not debunking Patty Murray on any of this, and in all this the blaming on all this on former President Biden is becoming stale to say the least, especially when too many truths are getting twisted in all this. As such a headline given 11 hours ago where we see ‘The USA has collected 13 billion dollars from Venezuela’s oil sales, but has not provided details about the destination of these funds.’ As such there is a concern that these finds are handed to the US defense coffers, as such the 37.3 billion might have to be lessened by $13 billion, or did you forget about the Venezuelan clambake? And in all this, what are the total numbers of expenditure in troops, material and ammunition in all of this? Why wasn’t this raised on numerous occasions? Or is whatever went under the bridge no longer an interest to the media? All these questions and there is a consideration that the $13,000,000,000 was used to keep the United States afloat. It might be merely my view, but I am unwilling to consider that none of the media has considered that, or are they driven by Epstein files and digital dollars to make their revenue?

So, You see, the questions are piling up and the setting of a ‘State of the Union’ because as I see it, these parkers were up for some time and the ink from the date of February 24th 2026 is barely dry. As such the setting of the speech, which is supposedly giving the nation “Outlines the condition of the nation, reviews the administration’s achievements, and proposes upcoming legislative priorities” might have missed the marker by at least a mile and when you consider that the “The current “golden age of AI” is an era of rapid technological acceleration driven by generative models, deep learning, and massive infrastructure investments. This period has radically lowered the barriers to software creation, automated complex workflows, and sparked national science initiatives like the White House report on” would be missing the mark by at least two decades and that is the short and sour of that equation, as such there is no golden age, because (as I see it) that revenue is being pushed back and forth by 3-4 corporation with Nvidia being the largest winner. So there is a larger default and in that age Pete Hegseth is requesting an amount going towards $1,500,000,000,000 and that is bedsides the Stargate funds, which is targeting up to US$500 billion in total funding by 2029. It was officially announced by OpenAI, SoftBank, Oracle, and Abu Dhabi-based investment firm MGX. And when this is set in the scales with a estimated debt of $39,588,242,618,845 the numbers are not adding up. It is almost like these debts are ‘compartmentalized’ though people that seemingly don’t talk to each other and they are taking turns talking to the United States Department of the Treasury. I wonder how Scott Bessent is keeping all that separated and apart for a speculative reporting. Did you not wonder that? 

In all this I wonder how some parties are avoiding the limelight in all this and the requests by Pete Hegseth brings it all to the surface, because a journalist should have had his quills up (those without a text editor) and that is seemingly not happening, because we would have read this and whilst one source gave us: ‘The US printed more than 3.3 trillion dollars in 2020 alone and it matters today’ whilst I cannot deny this might have happened, there is no valid source or a newspaper who is supporting that part and if that would be true, the dollar is due for a decent downside, because that would be added to the $39 Trillion debt and I raised this in ‘Is it that simple?’ With an exaggerated Weimar example (at https://lawlordtobe.com/2026/07/19/is-it-that-simple/) I remember that, because I had a DM100,000,000 note, which I hope would be enough to persuade some gorgeous lady to have sexual intercourse with my 16 year old body (we are delusional in what we can) and not weirdly, no one was taking that bait. But that is for another day. Still that setting is out there and all the facts are not events that took place in the last few weeks, as such the State of the Union might have been a hollow ship and when we consider rallying that my setting for a imploding United States might be on track to be 11-23 months from now. And as I see it, the Pete Hegseth request as well as the clambakes towards Canada (51st state), Greenland, Venezuela and Iran snow bringing too much to the surface and that is not a good thing. Because the United States needs friends, it desperately needs them and as I see it, they alienated allies they had, busted up economic options and as I see it, what was intended for the coffers of the United States, is now headed towards Canada (making me happy to a larger degree). And as China is now infringing on options that had put the United States in the first Column, China is now moving into and leaving the United States in the third column (a sales term). As I see it, the Kingdom of Saudi Arabia and the UAE is putting their options towards tourism draining the United States even more and all this is adding up, whilst some costs and expenditures are not voiced correctly (as I personally see it), as such the United States is in a bad place and I ask you: ‘What would you do?’ Because the simple truth is that the one priority of the United States is the United States, that much anyone should accept. But how will they get there? So whilst one source (PBS) is giving us “President Donald Trump’s financial disclosures revealed that his business ventures generated over $2 billion in 2025 during his first year back in office—more than triple his prior income. These unprecedented financial gains, heavily driven by cryptocurrency projects and branded merchandise, have intensified public debate and ethics scrutiny regarding potential conflicts of interest” we are facing two settings. Did he break any laws (I don’t care) and the second setting is “Are the United States is much deeper waters pertaining to the debt levels than anyone is considering?” Because that part matters, it matters for the Commonwealth and it matters to the EU and they need to either get stronger together, or seek some kind of an alliance with a place like China. And I think that this might be the case as the China bashing through places like LinkedIn is getting stronger and as LinkedIn is Microsoft, it brings the seating that this might be the reality we have to face. 

Feel free to deny or debunk my views, but there is too much out there and I am merely keeping a tally of what is being missed by the media at large. 

Have a great day today.

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July 23, 2026 · 00:49

The choice was mine

There was an option to join the ladies around a tea cosy and whinge about the United States Pentagon and its need for cash, a setting which I did not feel up to or the setting of Ubisoft’s remaster setting as it is. I choose the second option. It felt more relaxing. As I see it, a remaster is a new setting. It could enlarge the original game. It could make the game more intense, and lets face it the original Assassins Creed could use that. 

So whilst we can accept to some degree the voice of a reddit user: 

“Assassin’s Creed 1 hasn’t been remastered because its gameplay loop is widely considered too repetitive and dated by modern standards. Rather than a simple visual update, the original 2007 title would require a massive, ground-up remake-including entirely new mission structures and overhauled mechanics-to satisfy today’s players.”

It seems fair enough, but the first one has a few optional settings that were nice. There is a second setting, the lore of Assassins Creed could be ‘explored’ consider the setting of the third mission (if my memory serves me correctly) the setting is that there were the “33 collectible Hospitalier Flags located in the Poor District of Acre during Memory Block 03, as well as the faction of Knights Hospitalier and target” that is merely one setting. You see there was also the Teutonic Order, the Order of Brothers of the German House of Saint Mary in Jerusalem was formed to aid Christians on their pilgrimages to the Holy Land and to establish hospitals. So here is the rub, the flags need to be upgraded to show one side the Hospitalier flags and the Teutonic flags on the other side. It would give a choice section and also a reward. One choice makes your medicine more potent, the other side makes your poison more powerful. A simple selection that could influence the game, and it becomes simple as one was housed in Acre and the other one in Jerusalem. There could be other implications as well. Killing the Hospitalier commander makes it possible to use poison against templars, killing the Teutonic commander does not, but makes another setting optional. As such the game could easily surpass the originals Assassins Creed of 2007. Also glyph lore was introduced in AC2, it could be added to AC1 and give additional power to that game. There is so much more to do. The stealth lore of the first game is exceedingly simple (compared to game 5 and beyond) all that becomes available now and it was released on PlayStation 3, Xbox 360 and Microsoft Windows, whilst now there is also the Switch to consider and the options of the PS5 and Xbox series X has become a lot more powerful. As such there is a massive reason to reconsider this step. As (my firm believe) that Ubisoft needs money and not riddles with exploration options into creating more IP, reassessing the old IP and creating new IP through that. And there is an additional bonus to recreating that IP, it was at the time the hight of ‘new technology’ which is now 18 years and two generations old. Optionally creating waves of a whole new group of gamers. The nicer side is that the stealth parts of AC2 could be reset to fill this gap taking away (to some extent) the repetitive side of the original game. The addition of the eavesdrop power that was introduced later, gives more options now. Then killing the templars could be upgraded and whilst their impact could be used as well. Behind these templars there is the option that they have keys and getting the right group of them (from the 60 hidden optional Templars) where there are 10 upgrades, 10 times 6, with one having the group of 6 list, one of them having the map and 4 having the keys that could in turn upgrade one item in your arsenal. Also as a group is taken out, the connected allies of them disappear. Making the maps much more ‘peaceful’. All settings that could be added to a remaster. I am sure that more is possible and in that case the ‘repetitive’ side will be massively nullified. And I am doing much of this from memory. I haven’t played this game since I got rid of my Xbox360 and PS3 (I had it on both systems). I am certain that I could find more things to ‘upgrade’ There is one thing I missed in the original. I expected in those days to find more lore in the game. So that could be fixed as well. So whatever Ubisoft does, it shouldn’t ignore the game that started the Franchise, because in 2007 there was nothing like it, and it could set that stage again, especially after nearly 20 years. As such I wish Ubisoft lots of success, no matter what they decide. 

Have a great day.

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July 21, 2026 · 09:53

One is done

That is the setting, I completed one and I almost completed my new script ‘Information Overload’ my new nightmare towards General Joshua M. Rudd (NSA), Anne Keast-Butler (GCHQ) and optionally Nicolas Lerner (DGSE). You try to appease a population of millions, but what are the chances? So if I merely get three people on board of this nightmare, I will have filled my quota of scared bunnies. The rest of the population of those nations will follow soon enough. The media takes care of that and it is nice to use the media to fruitfully adhere to my needs. They tend to be debatable at best, but we have to start somewhere and when the NSA gets nervous, my guess is that Alexey Alexeevich Rarenko (Center16, FSB) might get twitchy too, which gets me an additional 144,998,000 (they allegedly lost 1000 Russians last night) optional interested parties. We start small and we enlarge that population through traction as we get along. But this time it is about me (my favourite subject, all the way from the township of ‘Whogivesafuck’ population: 1).

But in all this I learned a few things. No matter how Final Draft is ‘meant’ for Hollywood and scriptwriters. It has a few kinks in all this. So as I write ‘my’ script, I tend to do this in Pages. But there are two issues, when I past it into beatbox all is fine and when I try too paste it into the FD editor, things go weirdly wrong. Even when trying to adjust to FD, it seems like hidden codes make a mess of it all, in case of this script and the other one ‘How to assassinate a politician’ which got the secondary title ‘Essay’ things are different. These are relatively small. One of the scripts surpasses 50,000 words and there are three more and that is where things get dicey. 

As such I kept all the mails Final Draft sent me from the beginning, so it might be there, but at present I cannot find it. As such Final Draft might want to spend a day or two making a white paper on “From Word/Pages to Final Draft’’ as far as I could tell it isn’t there (or I missed it) So I am a little lost at present, but soon I have no other option to either type it all or make the Pages version look like it is Final Draft, a slight horrible setting. Don’t get my wrong, Final Draft is seemingly excellent. The first script went almost without a hitch, so in any way I don’t blame them, and as the pages texts go into Beatbox, I am getting the stuff across, but getting from Beatbox the text formatted into FD is slightly beyond a pain (irritating, aggravating and frustrating as well).

So I am in a little bit of a binding setting. So next on the list is dig through over 230 emails I have from Final Draft, perhaps there is a solution there. I reckon that a lot could be fixed if you could go (in the editor) in some kind of code view and delete the separate codes you see there. I reckon it should be there, because Word gives the users the most garbage codes out there, so I reckon that Final Draft has solved this option, but I didn’t find it (yet).

So whilst I have a small victory with yet another script done, there is that larger setting of the other scripts, because ‘Information overload’ is not a full movie, a short movie at best, as such reason for coffee and cakes, but only when the other three are converted the brandy and ice creams come out.

Have a great day all

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July 20, 2026 · 12:14

A breath of fresh air 

This is what happens, at times we get refreshed from some issues that add settled in different ways and the Khaleej Times gave me two of those instances. I was happily refreshed. The first one (at https://www.khaleejtimes.com/uae/uae-investigation-publication-false-report-dubai-explosions) gives us ‘UAE authorities summon news agency officials over false Dubai explosion report’ it comes with the interesting byline “The Attorney-General said that the agency’s decision to withdraw the report and publish an apology does not preclude the continuation of the investigation” I still have to see where this goes, but this setting is refreshing. We get too much populist and digital driven headlines all over the planet and I see too many of them. So seeing this is refreshing to say the least. So as we see “The Attorney-General stated the investigation will determine the respective roles of each individual involved in the different stages of the report. It will also determine the extent to which they complied with legal and professional standards governing the verification of information before its publication” as well as “On Thursday, July 16, the Dubai Media Office confirmed that the Reuters report regarding “explosions” in Downtown Dubai is false. Reuters later issued a statement saying it “regrets” the report and that the story had been retracted the same evening. The agency also confirmed it issued a new report highlighting the Dubai Media Office’s denial. The news agency acknowledged that the report did not meet its standards. Reuters “could not immediately determine where the sounds were coming from or their significance, and did not offer that context,” the statement added.” I see a few issues with the part, but that is merely me and there could be an error in reporting there too. As such it is what it is, but the call by the Attorney-General feels like a breath of fresh air. 

After that we see (at https://www.khaleejtimes.com/business/tech/elon-musks-xai-sues-grok-user-over-sexualized-deepfakes) that ‘Elon Musk’s xAI sues Grok user over sexualized ‘deepfakes’‘ and there is a larger setting there, because this could global and those people weaseling away with “the app made me do it” could quite literally lose their house and their equipment over all this. As such, that 34.2 seconds of fame will come at a massively high price. As such we are given ‘The case is one of the first brought by an AI company against one of its users for allegedly using an AI system to generate explicit material’ with the added “xAI alleged in the lawsuit, filed in federal court in Texas on Tuesday, that Terry Harwood violated the company’s terms of service. The case is one of the first brought by an AI company against one of its users for allegedly using an AI system to generate explicit material. Contact information for Harwood, who was arrested in February, was not immediately available. Spokespeople for xAI did not immediately respond to a request for comment on Wednesday. The company’s lawsuit against Harwood follows intense global scrutiny of xAI over allegations that Grok has allowed users to generate non-consensual sexualized deepfakes, or realistic-looking videos fabricated by AI.” As such I reckon that there will be a sled full of lawyers going for the jugular of this Terry Harwood and if the news given by the Guardian is to be believed, this was done to images of adults and minors. I wonder how the lawyer of Terry Harwood would be spinning that. I reckon that we have to wait for the court case and the submitted evidence. I reckon that all these hormonal teenagers fabricating a slew of images from all kind of actors and actresses will soon face the music of their parents as these parents will likely see their houses going away to other shores. 

I reckon that this is what the victims of these people will go for, the first rule of torts is to go where the money is and that ends up being the real estate of the parents (in case of minors) but that is speculative thinking. What matters is that with the acts of Elon Musk and xAI is the first step of countering the tidal wave of sexualized deepfakes. 

I feel relief, the first time in over a year that something makes sense to me and there is a larger setting for some publications as well. You see they cannot hide behind “given to use by an anonymous source”, when they publish that and the Grok case bears fruit, the victims can now go after these publications as well, because that is the implied trend with torts. Torts goes to where the money is and the value of people like Jeff Bezos, who has approximately $252,000 million and Rupert Murdoch and family who is allegedly the owner of $24,000 million. I wonder how many class cases they will face in this setting. Time will tell.

Have a great day and look towards the sun wearing sunnies. It is a bright day today.

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July 18, 2026 · 20:14

The unanswered question

That is what I see. I saw all the Microsoft articles pop by and it made me wonder. It is not that they are so great, not in the slightest. So, what brought this about?

First there was ‘Bethesda on Elder Scrolls VI, Fallout 5 Xbox exclusivity: ‘It’s too early to comment’’ (Source: TweakTown) which gives us “Todd Howard says it’s too early to comment on whether The Elder Scrolls VI or Fallout 5 will be Xbox exclusives. Bethesda announced four new Fallout projects, and Microsoft plans yearly exclusives (2026: Gears of War E-Day; 2027: Clockwork Revolution). Skyrim has sold over 65 million copies; Fallout 4 over 35 million.” We then get ‘Xbox Promised to Focus on Fallout and Elder Scrolls. Then It Fired the Teams Making Them.’ (source: Tech Times) This gives us pretty much the same info, but there is one difference “Former Bethesda project lead and Something Wicked Games CEO Jeff Gardiner confirmed 35 U.S.-based Bethesda Game Studios workers were cut on July 6. The OneBGS union, which represents Bethesda workers under the Communications Workers of America banner, reported at least 12 additional cuts at Bethesda’s Montreal location. Worker Adjustment and Retraining Notification Act filings, public records pulled from state workforce agencies by Game Developer, confirmed 22 departures from Bethesda’s Austin office.” And with “The first 1,600 departures were painful. The announcement that another 1,600 more will follow by the end of fiscal year 2027 transformed pain into dread. People who kept their jobs are not experiencing relief. They are waiting.” This is setting the stage for another setting, but about that later. So then we get to ‘Elder Scrolls 6 gets first update in months from Bethesda’ (source: Gaming Bible) where we see “To say that The Elder Scrolls VI has been a long time coming is an understatement. Bethesda announced the highly anticipated fantasy RPG first during E3 2018, a time so long ago that the gaming convention no longer exists. Since that time, we have had small updates here and there, but we’re yet to learn of its release date, let alone seeing a gameplay trailer. All we’ve seen so far is the cinematic flyover trailer from the aforementioned E3 eight years ago.” And as we are given at present is that “Bethesda Softworks’s estimated annual revenue is currently $382.9M per year” and as Bethesda was part of a $7.5 billion buy, we have to ask the first question, if it takes 19 years to break even (and I am not adding the interest percentage for the loan. And if this includes millions of copies for Sony Consoles (PS3,PS4,PS5), I do not get the comment from Tod Howard “it’s too early to comment on whether The Elder Scrolls VI or Fallout 5 will be Xbox exclusives” with the Xbox at a mere 35 million Xbox-X consoles, the entire endeavor becomes nearly unplayable and as I see it, the value of Bethesda goes straight into the toilet. I saw a few other numbers, but I do not trust them as they seem massively pro Sony, I would like to see the real numbers. So with the staff of Bethesda in a caving morale setting, but the one question not asked is that Activision/Bethesda costs almost $84,000,000,000 and there is no way that this is making the money to validate such a purchase. I think I know why they did this. The previous boss wanted everyone to run to Xbox, a nice slideshow, but not a reality. Sony had too much appeal with the titles they have and I opposed the setting. Don’t get me wrong, Microsoft did nothing illegal, merely wrong and as they are figuring out just how wrong. I wonder if they are doing the same thing a Dutch bank did a decade ago. But it all that bad debt in some bank and let that go under, with all the debts attached (a wildly speculative idea from me). So as we are given half truths incomplete pictures, So as Gaming Bible gives us ‘Fallout 3 and Fallout: New Vegas remasters confirmed by Bethesda in huge studio update’ we can see why they are doing it, Oblivion 3 was a huge success (as I see it) they need the other two greats to be successes too. Optionally they might set this to the Switch 2 as well. An acceptable thought. But as I gave the world gaming IP to counter (hopefully equal) Fallout and Oblivion there would be a setting with the same population and more options. This is what innovative thinking brings and I created new ideas, new settings and of course on a non Microsoft system. It was the only way the other makers got the IP for free. I tend to ave a mean streak at times. Microsoft messed with the tranquility of gamers and I handed all others new IP (for free). As such there is a new setting. So, don’t think it was against Bethesda and all gamers will love these remade games (especially on PlayStation 5) and I am happy for Bethesda. But as I see it, Microsoft is done for. They wanted Gaming to adhere to their settings of Business Intelligence and their marketing machine and they anded up with a 84 billion dollar anchor around their necks. 

So as we are now seeing unions and others having a go at Microsoft, it is merely losing its OpenAI Microsoft’s revenue-share demands, though Microsoft remains a major shareholder and primary cloud partner and as the class actions add up, that 84 billion dollar anchor might strangle their board of directors (one could only hope) and as more and more people start seeing that all AI is fake AI, the doors of opportunity will close and the savvy BI people will start to realise that they are not gamers and that branch of Microsoft will close on them.

So, am I crazy? Am I seeing what some cannot, or am I merely delusional? I cannot rule that out, because only a crazy person will consider themselves to be completely right all the time and I could be wrong, but the signals are there and the media is no longer the investigative party they once were, they merely claim it now, but it is laced through a path of digital dollars and that is not an investigative setting.

So, as we are given ‘Xbox Promised to Focus on Fallout and Elder Scrolls’ and then they did away with 3,200 positions were eliminated across Microsoft Gaming (not merely Bethesda) and as we see ‘Unions File Unfair Labor Complaints Against Microsoft Over Decision To ‘Unlawfully’ Fire Xbox Workers’ we see that the hardship for Microsoft is nowhere near over. And I reckon that 3200 positions will affect a few more development houses. So are these projects made redundant? In addition we see ‘Cracks are starting to show in Xbox Game Pass after Microsoft removed a previously promised first‑party game it literally owns’ (source: windows central) as such I reckon that more class cases towards Microsoft will come and if I have my feelers out correctly, they will start this year and likely more than one class case, so if you are Satya Nadella, how does that $84 billion anchor feel now?

Have a great day and remember, if you are an Xbox Gamer, the Nintendo Switch, Nintendo Switch 2 and the Sony PlayStation 5 are perfectly valid options and there are 312 million gamers on these three systems and when you think of this that small cluster of Xbox Gamers does’t seem that big after all and that was clear long before Phil Spencer left. 

So have a great day and consider whatever console you select, enjoy the games you play, because joy is a first setting of a gamer and you need to protect your ability for joy.

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July 17, 2026 · 12:50

The actual tools

We tend to get smitten by bubbles and other kind of negativity. You all know (if you read my work) that I am not a fan of the misuse of the word AI, I consider all AI to be fake AI, but the real deal is that DML (Deeper Machine Language) optionally with LLM (Large Language Model) acted is a tool. A very powerful tool. As such I saw two parts of media which threw me. You see in 2027/2028 people will do (optionally) some real thinking and they will consider that tools like Salesforce will have the upper hand. I have been a Technical Support person for the longest time and I see the benefit in DML/LLM. So up to 2027 we sill see a shifting. Fake salespeople who thought they could sell some AI idea will find out the negativity they have a part of and at that point players like Salesforce will clean house. Some guy names Sherlock Holmes said that IBM Watson will be the remaining winner, but I think he is biased there. But in all honesty both are strong competitors. So where am I coming from? Both solutions are the peak of Business Intelligence. They all have their niche side and as such they will get their own following.

So in Market Research (going back to the 90s) they had a simple way of getting results, they merely did:

CROSSTABS 
/TABLES=all BY all BY all
/CELLS=COUNT ROW COLUMN TOTAL
/STATISTICS=all.

And the results came in hundreds of pages of results (destroying a tree a day for paper). But here and now we have another solution. You see, DML could sift through the garbage in mere seconds and sift out the meaningful results. As such both Salesforce and Watson could see the light and a shallow stack of results could be the setting. And to be honest there is no win in seeing the table of length by shoe size, even if you ask for the kappa statistics. This is where we separate the bitches (read: fake salespeople) from the actual sales titans. It will soon enough no longer be about the pipeline, but a setting of handholding the corporations that were drawn in by a sales loser with a pretty presentation and all over their presentation mention off AI in their presentations. 

These people will require proper handholding and optional free education in way of product driven education and showing them what matters. 

So why all this? 
Well two articles passed me by, the first was from Kavout stating ‘Has Salesforce (CRM) Stock Bottomed Out After Its Recent Sell-Off’ (at https://www.kavout.com/market-lens/has-salesforce-crm-stock-bottomed-out-after-its-recent-sell-off). The article was three months old, but the setting was already a setting for consideration almost 6 months ago. I merely saw it last night. We see here “Salesforce (CRM) shares have certainly been on a rollercoaster ride, experiencing a notable 25% decline since the start of 2026, even as the broader software application sector saw a 15% dip. This downturn comes despite the company reporting a strong fourth quarter for fiscal year 2026, beating both revenue and earnings per share (EPS) estimates. The market’s reaction highlights a deeper anxiety, primarily centered around the disruptive potential of artificial intelligence (AI) and its implications for established enterprise software giants like Salesforce.” And I object, they might get swept in the AI frenzy, but Deeper Machine Learning is a powerful tool and it could make short work of Business Intelligence settings. So even as I am not too much pro AI, there is nothing against BI and DML (optionally with LLM).

So then we are given “Salesforce’s recent announcement of a massive $50 billion share repurchase program, with half of it, $25 billion, to be funded by new debt, has certainly raised eyebrows across Wall Street. This aggressive move, which represents nearly 14% of the company’s current $183.07 billion market capitalization, is a clear signal from management that they believe the stock is significantly undervalued following its recent sell-off. CEO Marc Benioff explicitly stated, “We are so confident in the future of Salesforce,” justifying the decision to “aggressively repurchasing shares.” The strategy is not without its critics. Taking on $25 billion in senior notes to finance buybacks is a “material shift in financial policy,” according to Moody’s Ratings, which consequently downgraded Salesforce by one level to A2. S&P Global Ratings also shifted its outlook to “negative” from “stable,” citing concerns about increased leverage. While management, including CFO Robin Washington, views the company as “underleveraged,” the increased debt burden means future borrowing will likely come at a higher cost, and the company’s leverage could potentially double within the next two years.”

This makes perfect sense to me. You see we see shareholders (who are jittery like anything you have ever seen) and taking the wind out of those sails will benefit Salesforce. Consider that they have $41.52 billion, so if they buy back the $25 billion shares. They will still cop that cost, but now it optionally be $57 billion to the Board of Directors and 250 share holders instead of the Board of Directors and 4500 share holders. As such they will reclaim a whole lot of revenue. As such it makes sense (my view on the amount of shareholders is purely speculative) but that move makes sense to me. What drove me was the second article. As such Business dot com gave us (at https://www.business.com/reviews/salesforce-email-marketing/) you see, salesforce still gets a 9 out of 10, but the cons are out there.

  • Pricing can add up quickly as you add messaging credits, AI capabilities and other Salesforce marketing products.
  • The platform takes time to implement and is better suited to organizations with the resources to manage a sophisticated marketing ecosystem.
  • Many advanced marketing capabilities require separate products or add-ons, making it difficult to estimate your total investment upfront.

And here I have a few questions. The first point is merely a point when it is used buy some sales user not knowing what he/she is doing, optionally the larger stage is whatever firm it is using. If they have a firm grip on what is required and now some loser attitude to whatever more they can get and they ask the system, all whilst it is dependent on the data they already have, they are lost in the shrubberies, all whilst a statistician and a one seat of IBM Statistics could optionally hand them that setting (me being hopeful they were that clever). The entire ‘platform takes time to implement’ is a bust. They either had their ducks in a row or they did not. And last their setting of ‘marketing capabilities require separate products or add-ons, making it difficult to estimate your total investment’ is a bust because it implies that their marketing setting are as useless as their sales division and their own board of directors might be clueless to begin with. Knowing where yup are, where your data is at and is heading to is staff setting, not software setting. The software merely makes it more complete and easier to manage. It seems like some people forgot that. They  merely hired some sales dodo who never read the RTFM clause in software (aka Read The Freaking Manual). As such I see there is a lasting setting that a firm hire the proper knowledge, not have some job agency scan the over a 100 ChatGPT generated resume’s and hire the best knowledge presented. Not the actual person and as that goes wrong several times that firm is out of options and they are now seeking the software solution that hands them options and that comes at a price.

As such I reckon that Salesforce (IBM Watson too) will make a killing starting in 2027 (optionally from November 2026) because I reckon that at that point the AI class action cases will hit nearly all media and the AI wannabe will be seeking hiding places (or claim ignorance) 

That is my optionally wrong view, but that is how I see it. I reckon that IBM having Miner and Statistics in their arsenal have more to be proud of, but Salesforce established themself early enough and they have a decent following, so I see both as optional winners. 

Just my $0.0324 (2 cents corrected for devaluation). You all have a great day now. 

 

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