Category Archives: IT

January 2, 2020 · 10:52

Twenty twenty is visual

Yes, we are in the new year, yet this year (according to Forbes at https://www.forbes.com/sites/zakdoffman/2020/12/29/us-and-china-technology-conflict-heres-why-2020-is-so-critical/amp/) will be a lot more critical than anyone thinks. Yes it is about Huawei, however not in the same lame way that the US administration brings it. Here we see: “Huawei has 42% of the huge Chinese market and more than 25% of the Russian market to get it started. Then on December 28, China’s state media announced that its “Beidou” alternative to America’s GPS satellite navigation system will be completed“, now this is a different kettle of fish. It is not about government intel (in a way it is), it is about who gets the data and the lies that seemingly originated at the oval office are now no longer about ‘the chinese government connections’ it is more about how the US government is not getting the free data that they have had for so long, moreover as we take notice of “But Beidou—“Big Dipper” in Chinese—will not stop at China. It will focus on converting markets in South East Asia, Africa and Eastern Europe, price- and investment-sensitive markets” we see a much larger concern for the yanks, they are at risk of gaining access to a little over 50% of all given data by the end of 2020, that is something to notice, and in my view they had it coming. They make one accusation after another and never show any data to support it. Even now (yesterday) as we see the number of links of TikTok and data, I was able to find well over a dozen US sites where the advertisement of the TikTok app continues, one is called seemingly hypocritical national security (I actually do not know the Tik Tok situation), the other is money and money trumps Trump.

I am baffled why the US would think that this free reaping would continue, I am actually amazed that Russia did not have its own version of software ready. We even see “Russian President Putin described the U.S. campaign against Chinese technology as “the first technological war of the coming digital era.” His point was that this is the start of something much greater and more significant“, he is right in more than one way. Do you think that I would offer my IP to the US when I know that I am getting lied to? I wonder how large the failing list is actually hitting Google and Facebook, the fact that people are intentionally getting misinformed should show up in their numbers as well. For those who have no real affiliation to Social media, China is becoming more and more interesting, the moment that it has a real Facebook equivalent, we will see a much larger jump. For Google the mess is not that big, YouTube is an engine that people cannot live without (pretty much the medical condition is ‘acute VideoitisfromYoutube failure‘) so as we cannot get treated on that, we will continue in the YouTube realm. I personally believe that if the news was a year ago that China was launching its own services the news would have been accepted differently, the entire ‘China is all about spying through Huawei‘ got us on the wrong foot, just like Iraq, just like two other events afterwards the US have been handling billions of free voices and the free voices are through with a lying party like America.

So whilst we take notice of “For China, it will increase its independence and influence. For the U.S., its grip on key standards will loosen and for some of its key players there are risks they could loose material market share“, that is the ballgame, the ‘loose material market share‘, until the beginning of the internet, the US has never had an equal in this fight and in the economic place they are now they are scared. Consider the interest on $23,000,000,000,000 all whilst they are facing a technology user setback of 10%-25% in the first year, and as Asia, Russia and Europe start folding away from the US solutions the interest is impacted and can no longer be paid, for example try the Apple solution for $1749 (down from $2365) and as things ‘suddenly’ become affordable for the people, think of how the population reacts to the coin grab of 2010-2019 when they were trying to make ends meet. This technology wave will follow an anger wave that the US is unable to stop, and beyond that, Huawei has a much larger base soon enough. In Saudi Arabia Huawei was able to set the stage of a strategic memorandum of understanding, healthcare is only the first step and as it shows the progress it will entice Egypt and India, at that point Huawei will achieve two paths that the US only hinted at and sneered (their version of enticement) for well over 10 years whilst never delivering. The people who decide things saw no eager listing to pursue, now that the numbers are getting called in 2020 and 2021 the game changes and there have been too many lies (oops, I meant ‘intentional misrepresentation’) coming from the US players.

And as the EU gives us: ‘European Commission chief Ursula von der Leyen voiced skepticism Friday over involving Chinese tech giant Huawei in the rollout of Europe’s 5G networks amid concerns its equipment could be used for spying by Beijing‘, we see that optionally the career of Ursula von der Leyen will be cut short too. She might be the President of the European Commission for a month now, but I am certain that her history lessons included the time when we hung those who hid behind ‘befehl ist befehl‘ and even now, as we traverse that time, the US will not have any dimes to sit on, those spreading the US message without evidence could be demanded to be called on, even now as Germany (and India) are moving against the warnings of the US, warning that have never seen any real evidence since the beginning, will now have a coin marker, people like Ursula von der Leyen will see that as other European nations demand evidence, their place in the hierarchie will seem unholdable, held together by US promises that they will fall back on and fold on when the moment is nigh. That is the ball game for the US and the Europeans will not have alternatives, especially as Nokia is showing several cracks in their veneer, as their 5G outlook changes and as the backlash of bribery scandals, the US will find themself in a stage that is not holdable, and they are not alone, Ericsson is right there next to Nokia when it comes to scandals and the US was not ready for that. The impact will be larger than they expect and that part will bite too. When the EC members will look towards alternatives and there is only Huawei, they will shift gears and give the boot to whomever supported the US and stopped them to get their bonus, people are easy to anticipate in that regard.

If only there was direct evidence of the US claims. There was a reason why I used the Colin Powell and silver briefcase example in the past, there was no way around it, the game that was being played was short for whomever was counting the cards and too many were out in the open, the US had two plays left and they chose the wrong one. That becomes more and more clear when we look at the actions of Sony last October, that setting changed the anger levels of Third Point to some degree, and as I cannot tell who was right, the fact that Daniel Loeb lost out against the Sony view ”no concrete proposals to improve the business“, who is eagerly spending a billion to get on the market is a larger issue than you can imagine, the Japanese government has a larger stake in all this then even I can surmise. Japan will have to take on a few players and they are behind (really behind), yet they are all in it to win it and their ego’s will collide, the US will have to find new areas to push against and as we see that this is being fought, we also see the American dream is under pressure of failing and that is one concrete version why the american corporate views are not what they are surmised to be, it will be a stronger difference as the year progresses, but I reckon that half way, when that American super villain Taxman has to give documentation as to the values it holds dear (numbers on a spreadsheet) we will see additional cracks, there is only so much that people will live for and the US has no reserves, it lost those a little over three years ago as the debt kept rising. In this as we saw one month ago that “Dan Loeb sharply boosted its net long position in equities,’‘ we will see managed bad news over the next 6 months that will reduce that position (as I personally see and anticipate), that will be the first (of many) cracks in all this and China is not merely a crack in their armor, it is a flaming hole the size of the Grand Canyon. And still my IP is outlasting theirs as they have no idea what they should have been looking at, it is becoming more than a spreadsheet user versus a visionary, the US status is becoming a spreadsheet user to someone who does not comprehend a cross tabulation, and that is not a situation that the US can hold up. 

In this all these solutions give China an advantage, because as we see more and more dubious statements from people who caress the limelight, we also see that the chinks in their armour are lighting up and that is where Russia and China only have to ask: ‘what is that?‘ (pointing at the chinks) and those people will not have the setting to answer. 

It is a stage we have not seen before and will not see again any day soon, but in 2020 it will matter, it will drive the global population away from any American solution. They will only have themselves to blame soon enough, they vied for it but will do anything to make anyone else pay and the people are taking notice, they are no longer willing to take the idiocy and the current American administration made it happen, at least that part has no push towards previous administrations. When that happens, the loss of revenue will increase faster and faster and all others are ready to step in wherever they can, I am happy I have no stake in any of the American hedges, their national product is about to lose value and a lot, I merely wonder how long it will take, as we saw in several situations in 2008, the $1.1B bill to Moody’s was paid without hesitation, I wonder what and who will delay the news this time around and those who got out late, will they have any recourse? I reckon not, at some point we will see certain academics make a statement that the technology sector was too complex and too covariant to clearly see any pattern emerge, at that point whatever rating existed will be thrown out and as we see that, the people will run to any technology that has proven themselves and at present that is Huawei (and Huawei only), that is the part the US is unwilling to see, even as we see the Verge (only three weeks ago) give us both “T-Mobile has been saying it’s got a smarter, sounder 5G strategy than both Verizon and AT&T” and “They also won’t support 5G on other networks, so if you switch carriers, you’re hosed” implying that there is no real 5G standard in the US and they are all merely marketing 5G whilst not having any real 5G (my personal view) and the Verge supports that view I have (at https://www.theverge.com/2019/12/16/20997594/tmobile-5g-600mhz-low-band-speed-tests-oneplus-samsung) when we see “you’ll never get the speed thrill of downloading an entire movie from Netflix or Prime Video in seconds“, all whilst the 5G advertisement is about that part alone, we see the hose job in the making and in 2020 that will not be tolerated by the people, in the US there is no alternative, yet Europe, Africa and Asia have other options which enables Huawei and that is the short play that the US is not ready for and the EU people are about to get a dose of reality soon enough, when the MoU that Huawei has signed show actual progress, Europe will run towards whatever shelter they can whilst ignoring the pleas from the USA, it will be that simple, people like Ursula von der Leyen will run towards what pays them and what keeps them safe, warm and dry, they will soon see that ‘befehl ist befehl‘ fell short the second time around too and at that point they will enable whomever has the technology and America is about three years late.  

It is the biting reality that 2020 brings, whilst the vision of twenty twenty is negated at every turn whenever possible and it is the ‘whenever possible’ part that will fall short soon enough (sooner rather than later).

 

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December 24, 2019 · 12:26

The age of Christmas

I have been on the verge of many things, this, my last blog for a week (I expect) is also a path towards my goals, my delusional goal is to spend time on a really large yacht with half a dozen maiden vixens of 23-27 all roaring to try the lawlordtobe engine (whatever these girls mean with that), the reality of life is that I will be doing a truckload of chores that I left until this very last moment, so not much excitement there. 

For the blog, the end of the year tends to be a shallow ground for news, yet there was the Khashoggi convictions in Saudi Arabia, an event that the Guardian labelled ‘‘Mockery of justice’ after Saudis convict eight over Khashoggi killing‘, we all seem upset by “crown prince’s inner circle of involvement in murder of dissident journalist“. Yet the reality is that there was never any evidence, in some cases I have a few question marks with the evidence that Turkey gave, the UN Essay by Agnes Callamard read (for me) like a joke and in the end, we just do not know what happened, so it seems that the Saudi Courts, just like most other courts can only convict a person on evidence and that person needs to be sentenced when a person is found guilty beyond all reasonable doubt and that was never ever going to be the case. Consider hat the Guardian (at https://www.theguardian.com/world/2019/dec/23/saudi-arabia-accused-of-mockery-of-justice-over-jamal-khashoggi-trial) gives us “The findings contradict the conclusion of the CIA and other western intelligence agencies that Prince Mohammed directly ordered Khashoggi’s assassination“, yet the UN Essay states the CIA, yet no evidence is added, merely their point of view and ‘high reliability‘, which in light of their weapons of mass destruction claim is not that reliable. As for the claim ‘and other western intelligence agencies‘ is also a bit weird as I saw no mention of MI-5, MI-6, DGSE, or GCHQ, so what was it? Merely FBI and CIA? That is basically one source as such I rejected the UN Essay for what it was, a joke (to the largest degree)!

Yet, that is as good a the news is going to get, other actual (and factual) great news is that Robert Downey Junior is back in the news, and now not as an Avenger, talking to animals or another role, no this is a series that you can watch on Youtube premium, it is called the Age of A.I.. Now, the weird feeling is there, RDJ playing RDJ and being serious about it is part of the appeal, the other part is that this is not a sales rap, it is explanation and the series via RDJ does that swimmingly (read: pretty brilliantly). 

I need to be careful, because I do not want any spoilers here, apart from the fact that the series is well beyond informative, it shows the A.I. world as it is (well kinda), we see examples most have never seen before, these examples are often not sexy enough for glamour shows, but they are great as the underlying example in this system. If there is one small part that is criticism than it is the use of AI when (as far as I personally saw was no more than deeper learning) yet for the learning part that does not matter, the person watching it gets a much better grasp on AI and this series shines as such. The fact that really outshines the entire series is not RDJ, he is there but often enough we see celebrities that are a lot more than the media exposes (Will.I.Am for example), people in the movie making and we learn that some movie celebrities behind the screen are seemingly merely doing it to fund their real dream and we get to see a truckload of that, especially the truckload of examples the media thought to keep from us. That education is worth a lot more than you are grasping when you see it and you can see it (at https://www.youtube.com/watch?v=UwsrzCVZAb8), and the series bring out an interesting fear “This is new, we need to know what is real and what is not“, this is an interesting issue, it is almost never discussed, but it is within us all. And as RDJ narrates we take a trip all over the world visiting the places that are involved in the evolution of NAI (Near Artificial Intelligence) and we get the proper approach towards machine learning, I was pretty blown away after episode one and there are several more to go through, The age of A.I. is a homerun, a bullseye in a world of gratification small enhancements and publications. In the movie world RDJ has had its large shares of successes, the fact that he is part of a documentary like this will make him only a larger success and as such he will push this series to greater heights (the fact that you can watch episode one for free on Youtube does not hurt either), Matt Damon eat your heart out. 

As I personally see it, the Age of A.I. is the first series on A.I. that is actually informative to a much larger degree (than many of the other series). It is such a pleasant surprise to be confronted with a series like The Age of A.I. at the end of the year. I personally feel like a whole new person, for me this series was that much actual fun to watch. 

I hope to see and inform you all again in about a week, have a great holiday series.

 

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December 20, 2019 · 12:29

Two unrelated issues

OK, today is not the day to piss off Alexander Bortnikov, I wanted to do that just to celebrate his 11th anniversary of him being the Director of the FSB, as such my sense of humour demands that I would put a whoopi cushion on his car seat, alas, I could not get close, someone decided to try a novel approach to the concept of Suicide by Cop (at https://www.theguardian.com/world/2019/dec/19/moscow-shooting-russia-people-shot-dead-intelligence-agency), instead of pushing the buttons of a militia officer, we see the apparant acts of a looney tunes person who decided to fire on the reception of Federal Security Service, that is an act that will get you killed and he did. Now, let’s be clear, there is a reason to bring this up. You see there is one building in Moscow (basically in the entire CCCP), where the most vile, the most feared and the most despicable member of any Russian criminal organisation takes a detour, it is the Lubyanka building, the headquarters of the FSB in Moscow. Consider some Bratva captain, 120 Kg of muscles, fearless and life ignoring person ends up shaking and like a little girl that is crying, the cause would be one building in Russia that does that. So when a person comes around shooting at its reception, I tend to call that a novel way to invite Suicide by Cop and I cannot fathom the desperation from life that a person has to pull that off (there are 999 other ways to go with 99.99999% certainty and most of them are 100% less painful and scary), optionaly as distractions go, it is perhaps the worst one yet. 

Oh, and there is not some special required form of data intelligence required, we could argue that the fear for that building is handed to any Russian citizen when they start school, so for the life of me I can not figure out why someone would be this stupid, it is like grabbing a bucket of water from the Volga in Saratov and personally dumping the bucket in he Caspian Sea, not only meaningless, but you end up being alive at the end of that journey, attacking the FSB building with anything less than an entire army and your chances to survive become a whole lot less certain. Yet in all that, the fact that the attack made several newsgroups is important, you see, the news never sleeps, yet they do get to filter what we hear. 

From the Israeli news desk

The Guardian (at https://www.theguardian.com/world/2019/dec/19/israeli-spyware-allegedly-used-to-target-pakistani-officials-phones) (as well as Israeli Newspapers, give us ‘Israeli spyware allegedly used to target Pakistani officials’ phones‘, with the byline ‘NSO Group malware may have been used to access WhatsApp messages for ‘state-on-state’ espionage’, news that made a lot less newspapers on a global scale, is that not weird? Now, I am not stating whether there is validity, I am not stating on behalf of the NSO Group that it is false, yet this private firm founded by Niv Carmi, Omri Lavie and Shalev Hulio is showing to be an expert company in acquiring information. The papers need to guard their words and I get that, yet when we see anonymous sources and “those who could have been compromised” I feel like I am in a play that I have seen before. The more important part is “All the suspected intrusions exploited a vulnerability in WhatsApp software that potentially allowed the users of the malware to access messages and data on the targets’ phones“, yet it seems that there is not really that much taste for the weakness of the makers, is there?

When get the optional state where we see “The lawsuit claimed intended targets included “attorneys, journalists, human rights activists, political dissidents, diplomats, and other senior foreign government officials”” and in that state I would make the demand ‘can we see those names please?‘ Yet it is a personal demand that will not be answered, there is too much doubt on the who did what and who wanted to know. I have a little more faith in “NSO has said it will vigorously contest the claim and has insisted that its technology is only used by law enforcement agencies around the world to snare criminals, terrorists and paedophiles“, you see that is a business approach to intelligence that brings money on the table and Yes, there is a chance that someone wanted to know more about certain Pakistani, yet that list given by Facebook is just a little too weird, yet the names might brighten up the need for it, and as we are treated to “The alleged targeting of Pakistani officials gives a first insight into how NSO’s signature “Pegasus” spyware could have been used for “state-on-state” espionage“, it is the difference of stance, the state of ‘alleged‘ that brings the doubt. In the article I do not disagree with “This kind of spyware is marketed as designed for criminal investigations. But the open secret is that it also winds up being used for political surveillance and government-on-government spying” for that we need to say that John Scott-Railton is seemingly completely correct, yet in all this, we see and identify a timeline and it becomes more and more apparent that not only did other interest groups (CIA, FBI, MI-5, MI-6, DGSE, et al) need this weakness, we see a longer timeline and we wonder what WhatsApp and Facebook have done about it so far. More important, why would any official use something like WhatsApp? I mean for private use, yes, yet for their business phone? It is the application of Common Cyber Sense that is lacking here and to give all that data to Facebook (WhatsApp) is calling some parts into question. CBS News gave the people in 2018 ‘WhatsApp co-founder: “I sold my users’ privacy” to Facebook‘, I get it! Cambridge Analytica changed a lot, but so it would have changed a lot for state players, as such the act of pushing for WhatsApp in government and secure conversations, it does not make sense. CBS also gave us in 2018 “U.S. intelligence agencies have said that Russian actors used Facebook and Instagram to wage a campaign of disinformation in the election” and if WhatsApp and Facebook are owned by the same person we see the even larger lack of Common Cyber Sense. WhatsApp has been the name in Scandals in 2017 and 2018 as well, so when the needed question ‘Why is a state player using WhatsApp in the age of Common Cyber Sense?‘ comes out, we see that the bulk of people, hacktivists and journalists have not asked this question, just like the weird part where we all look at the attack on Lubyanka, and no one looks beyond a certain point. 

This view does not exonorte the NSO group, yet it is asking larger questions that take the group out of the field of vision and looks at the larger issues. More important the claim “While it is not clear who wanted to target Pakistani government officials, the details are likely to fuel speculation that India could have been using NSO technology for domestic and international surveillance“, you see pointing at their natural enemy is fun, however the fact that most European intelligence groups want to know about scores of Pakistani is also left off the table, in light of Pakistan and its Middle East connections, so are Israel and America, especially as America is losing foothold in the Middle East, finding any Russsian link to any Pakistani would be worth a lot to them, they lack all plenty of resources there.

You see, there is all the need for action when we see “The government of the Indian prime minister, Narendra Modi, is facing questions from human rights activists about whether it has bought NSO technology after it emerged that 121 WhatsApp users in India were allegedly targeted earlier this year” however everyone is overlooking ‘121‘ as a number. There are 400 million WhatsApp users in India, nobody would get to the 121 users in such a short time, the absence of ‘alleged‘ and optionally ‘so far 121 alleged users have been found‘ is a much larger issue that anyone realises. The fact that there are more questions popping up regarding the alleged NSO software is also overlooked. There is a much larger play in the field and it seems that certain people do not look towards certain players and the absence of Common Cyber Sense is just overwhelmingly staggering. It is almost like you are tired of life and decide to attack FSB headquarters with a gun. 

Yet in all this, the amount of users in Pakistan is also the part we need to look at, you cannot merely check in seconds, this is a not an on the fly solution, so there are all kinds of questions, especially with 1.5 billion users of that app, we see a lack of thoughts, questions and especially software engineers treating the software weakness and this has been going on for quite some time. the fact that the larger collection of media is not getting to this question is just allegedly largely insane. 

So as we consider “users in India were allegedly targeted earlier this year” we need to ask, how long until this glitch is fixed? The fact that certain glitches have been there since 2017 is a much larger concern, but the media does not stop at this point, does it? I reckon they are taking their time looking at the one suicidal person pointlessly attacking Lubyanka.

Two issues that might seem unrelated (and they are not), yet it tells a lot more about the media and state players than you should be comfortable with, feel free to WhatsApp that question to others, the state players will get to it eventually.

 

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December 11, 2019 · 16:32

Lying through Hypes

I was thinking on a Huawei claim that I saw (in the image), the headline ‘AI’s growing influence on the economy’ sounds nice, yet AI does not exist at present,not True AI, or perhaps better stated Real AI. At the very least two elements of AI are missing so that whatever it is, it is not AI. is that an indication on just how bad the economy is? Well, that is up for debate, but what is more adamant is what the industry is proclaiming is AI and cashing in on something that is not AI at all.

Yet when we look at the media, we are almost literally thrown to death with AI statements. So what is going on? Am I wrong?

No! 

Or at least that is my take on the matter, I believe that we are getting close to near AI, but what the hype and what marketing proclaim is AI, is not AI. You see, if there was real AI we would not see articles like ‘This AI is a perpetual loser at Othello, and players love it‘, we are handed “The free game, aptly called “The weakest AI Othello,” was released four months ago and has faced off against more than 400,000 humans, racking up a paltry 4,000 wins and staggering 1.29 million losses as of late November” this is weird, as we look at SAS (a data firm) we see: “Artificial intelligence (AI) makes it possible for machines to learn from experience, adjust to new inputs and perform human-like tasks“, which is an actual part of an actual AI, so why do we see the earlier mentioned 400,000 players with 1.29 million wins whilst the system merely won 4,000 times shows that it is not learning, as such is cannot be an AI. A slightly altered SAS statement would be “Most AI examples rely heavily on deep learning and natural language processing. Using these technologies, computers can be trained to accomplish specific tasks by processing large amounts of data and recognizing patterns in the data” The SAS page (at https://www.sas.com/en_au/insights/analytics/what-is-artificial-intelligence.html) also gives us the image where they state that today AI is seen as ‘Deep Learning’, which is not the same.

It is fraught with a dangerous situation, the so called AI is depending on human programming and cannot really learn, merely adapt to programming. SAS itself actually acknowledges this with the statement “Quick, watch this video to understand the relationship between AI and machine learning. You’ll see how these two technologies work, with examples” they are optionally two sides of a coin, but not the same coin, if that makes sense, so in that view the statement of Huawei makes no sense at all, how can an option influence an economy when it does not exist? Well, we could hide behind the lack of growth because it does not exist. Yet that is also the stage that planes are finding themselves in as they are not equipped with advanced fusion drives, it comes down to the same problem (one element is most likely on Jupiter and the other one is not in our solar system). When we realise that we can seek advanced fusion as much as we want, but the elements requiring that are not in our grasp, just like AI, it is shy a few elements so whatever we call AI is merely something that is not really AI. It is cheap marketing for a generation that did not look beyond the term. 

The Verge (a https://www.theverge.com/2019/1/28/18197520/ai-artificial-intelligence-machine-learning-computational-science) had a nice summary, I particularly liked (slightly altered) “the Oral-B’s Genius X toothbrush that touted supposed “AI” abilities. But dig past the top line of the press release, and all this means is that it gives pretty simple feedback about whether you’re brushing your teeth for the right amount of time and in the right places. There are some clever sensors involved to work out where in your mouth the brush is, but calling it artificial intelligence is gibberish, nothing more“, we can see this as the misuse of the term AI, and we are handed thousands of terms every day that misuse AI, most of it via short messages on Social Media. and a few lines later we see the Verge giving us “It’s better, then, to talk about “machine learning” rather than AI” and it is followed by perhaps one of the most brilliant statements “Machine learning systems can’t explain their thinking“, it is perhaps the clearest night versus day issue that any AI system would face and all these AI systems that are dependable growing any economy aren’t and the world (more likely the greed driven entities) cannot grow any direction in this. they are all hindered what marketing states it needs to be whilst marketing is clueless on what they face, or perhaps they are hoping that the people remain clueless on what they present.

So as the verge ends with “In the here and now, artificial intelligence — machine learning — is still something new that often goes unexplained or under-examined” we see the nucleus of the matter, we are not asking questions and we are all accepting what the media and its connected marketing outlets are giving us, and when we make the noticeable jump that there is no AI and it is merely Machine learning and deeper learning, whilst we entertain the Verge examples “How clever is a book?” and “What expertise is encoded in a frying pan?“

We need to think things through (the current proclaimed AI systems certainly won’t). We are back in the 90’s where concept sellers are trying to fill their pockets all whilst we all perfectly well know (through applied common sense) that what they are selling is a concept and no concept will fuel an economy that is a truth that came and stood up when a certain Barnum had its circus and hid behind well chosen marketing. So whenever you get some implementation of AI on LinkedIn of Facebook you are being lied to (basically you are marketed) or pushed into some direction that such articles attempt to push you in. 

That is merely my view on the matter and you are very welcome to get your own view on the matter as well, I merely hope that you will look at the right academic papers to show you what is real and what is the figment of someone’s imagination. 

 

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December 9, 2019 · 16:50

Is it progress?

We have at times a fair feeling of what costs are required in any business, we are at times a little off, we are at times a little bemused, but what is the feeling that people got two days ago when the Financial Times gave us ‘Europe’s banks slash 60,000 jobs as outlook turns negative‘? The story (at https://www.ft.com/content/e17ee0f2-183b-11ea-9ee4-11f260415385) seems to hand over another part of a story, but not the one that is out in the lighters. When we are confronted with ‘European bosses have been left with little option but to slash tens of thousands more jobs to try to address their chronically poor profitability‘, we might think that banks are unprofitable, yet the entire debt issues seemingly takes that out of the equation. When you look around in your area, are there more banks or less banks? There is another side, any debt driven errors and system malfunctions are now clearly in the hands of the banks, this means that THEY must give rise to repairs, to paying for the issues at hand and they are not allowed to pass these costs onto the customers. You see 60,000 jobs are ‘suddenly’ regarded as ‘poor profitability‘. It seems that the data dimensionality of banks is almost literally set to ‘profit through inactions‘ and as such they must pay for the blowback because inaction is never a cause of non stop profit.

So when we see: “lenders across Germany, UK, France, Spain and Switzerland have collectively announced more than 60,000 jobs cuts this year” and we investigate the stage, we would come to very different conclusions. Yet the picture is not that clear, the graphics that the article show, an image that include those trading below book value and those above book value gives a different picture, it shows a remarkable group of European and Rest of World banks trading below book value, so they are trading at a loss, which is of course debatable at the best of times. In that group we find ING, HSBC, Deutsche bank, Santander and a few others, the question becomes, why were they allowed to trade below book values in the first place? and it opens up a can of worms on several sides. As such we see a repetition of the Dutch bad bank issues when we are confronted with “resulting in 18,000 job losses and the creation of a new “bad bank” to dispose of €288bn of unwanted assets” Yet what happened to the commissions of hundreds of staff members as close to a third of a trillion is not returned? We merely see banks that wanted to look good whilst there was no reason to see them as good, so as such “chief executive Christian Sewing announced a retreat from investment banking over the summer, resulting in 18,000 job losses” makes me wonder about the levels of stupidity allowed at Deutsche Banks, does that not count for you? I wonder if we get an article on just how much the bunglings of Christian Sewing got him paid, in base income and bonuses. The fact that Deutsche Bank is losing one in five jobs is a larger issue, the idea that one in five jobs are lost in a bank shows that they have been playing the numbers and in all this europe will see another wave of bank responsibility whilst it is done AFTER the fact, so why was the EU not on top of this? And people complain about me mentioning the entire EU gravy train, I reckon that this example should set the straight, the EU have been facilitating to a much larger degree and the taxpayer gets to pay the bill, or did you think that shoving ‘a new “bad bank” to dispose of €288bn of unwanted assets‘ was done for corporate responsibilities. 

It gets to be a lot worse, Moody’s which does not have the greatest reputation when we look at financial meltdowns is stated to have said “Moody’s, which this week changed its outlook for global banks to negative from stable, warns that the “profitability gap between euro-area banks and global peers will widen further” in the medium term despite the large headcount reductions” yet when we mull over the numbers (Deutsche Bank with one in five jobs lost) gives out a whole different stage when we are confronted with “this week changed its outlook for global banks to negative from stable“, all whilst the numbers show that this was a flaw in the making, months in the making, as such it makes Moody’s a joke, not a reporting entity.

So all in al it is not consolidation, but a lack of oversight that is causing additional pain to the industry, I wonder how long it will take the other newspapers to catch on, and this is not limited to banks, this will take on a larger role all over Europe. Yet the gravy train will ignore the pains and it will support its own interests through recommendations.

 

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November 22, 2019 · 12:46

Same competition with a typo

National Defence Magazine gave out an article a few hours ago where we see that the Middle East is expanding even further, the headline ‘UAE Looking to Expand Defense Industrial Base‘ is merely the introduction to a larger issue, an Emirati official gives that “The United Arab Emirates Ministry of Defence is making a push to beef up the nation’s defense industrial base“, in this Maj. Gen. Abdullah Al Sayyed Al Hashemi hands out a truth, he believes “It is not only important for the UAE, it is important for every single country that has … industry“, it is a truth, an undeniable one, even after we get the holistic fanfare in opposition by nations under the corporatocratic yoke (the EU) and the nations that already have one where they all claim that it is more bad than good, it is more diversifying that unifying, they all lie, plain and simple. A nation is only as good as its ability to have no opposition, or who is able to defend itself. Julius Caesar proved that point a little over two thousand years ago, we still see evidence of that every day when we are not averting our eyes, the State of Israel (with enemies of their state on at least two borders) have also shown that part, more important it showed the world what happens if those in denial get their way. We see evidence in two books that Julius wrote, the first is the conquest of Gaul, the second one was the Civil War, two kinds of wars yet his first rule of warfare applied both times. The Middle East is upgrading and with oil waning as a dependent force, the circle is set to defence, a first handheld against those in denial of what Iran is willing and able to do, even as there are larger tears in the statement “Al Hashemi said during a press conference that investments in defense technologies will help the UAE diversify its economy“, we need to acknowledge that these tears are surviving because of the truth in them, it might partially be seen in “UAE-based company Halcon received a $980 million contract award for a variety of ammunition“, yet we realise that one billion an economy does not make. Yet “As the UAE works to improve its industrial base, it will also need to ensure it sustains its current and future equipment adequately, he said, noting that contracts awarded during the show included a mix of spare parts and sustainment in addition to weapons sales” shows a much larger consultancy and service minded task is ahead of the UAE, it needs to be service minded and there is the facet that will drive home an additional 4-7 billion over the next 5 years alone, with optional entrenchment of various services down the road. The corporatocratic foundation of the EU is in denial, but they will soon see that the EU is about to lost 2-4 billion in revenue to Middle Eastern partners in the near future. I state here the word ‘partners’ as Saudi Arabia has been on a similar track for a few years now and they are both optionally in a stage to be in each other’s fairway soon enough. Even as we see that Saudi Arabia is more about manufacturing, we see the statement that Al Hashemi makes with “We have to keep that availability of services available to be able to maintain the same capability”

If National Defence Magazine (at https://www.nationaldefensemagazine.org/articles/2019/11/21/uae-looking-to-expand-its-defense-industrial-base) is correct with “The last day of the air show wrapped up with about $4.9 billion worth of contract awards over the course of the week“, we see that the UAE is heading for a lucrative next few years, it might not be enough, but it is a first version out of the oil industry and there is more on consultancy and services soon enough. Here we see the versions that matter; it was given by Under Secretary of Defense for Acquisition and Sustainment Ellen Lord: “meetings would be held with industrial partners to discuss challenges. Saudi Arabia is focused on jobs and localizing production and manufacturing, she said, whereas the UAE is putting a premium on technology transfers“, yet ‘technology transfer‘ is basically a loaded canon, it should and will include consultancy and services, services on goods and people, making for a much larger stage, in addition, with 5G it is a larger manifest, the larger settings of armed forces and communications whilst 5G is not contemplated in the past seeks a much larger tenure of mobile hardware than we sought possible. People forget that the military have been pushing mobile technologies in the past and this will be pushed more and more. Not mobile industries that we rely on, but military point to point technologies on a 5G speed stream, it is not completely understood, some might run to the Raytheon pages and rely on “Lewis predicted that 5G will be foundational for new military technologies such as “robots, artificial intelligence and a number of advanced sensing devices.” Fast, reliable and strong communications are crucial to executing high-stakes military operations. The Trump Administration recently ordered a national spectrum policy to keep the U.S. in the lead when it comes to advanced wireless communications“, yet larger issues remain with limiting access to mobile technology and point to point systems, which in the case of rural warfare makes all the difference and even as we decide not to talk about it, we see that others (basically not the EU and not the US) are behind, they are lagging in 5G communication to a much larger degree and the UAE has figured out (well it was a known strategy really) that being ahead in services and consultancy solutions in armed response would be the ticket to go, did you really think that armed response is limited to weapons?

Raytheon was on that horse in 2016 when it applied for licensing to test “U.S. defense contractor Raytheon Missile Systems wants a special temporary authorization (STA) from the FCC so that it can test a new broadband technology and see if it meets both the demands of a U.S. Department of Defense customer and the commercial marketplace“, some focussed on the delays and feedback we see “General John Hyten, commander of Air Force Space Command, called the GPS Operational Control System project a “disaster” due to escalating costs and delays. Raytheon told Reuters that it was still fully committed to delivering the modernized GPS ground controls envisioned and required by the Air Force” yet the story behind this (at https://apps.fcc.gov/oetcf/els/reports/STA_Print.cfm?mode=current&application_seq=69216&RequestTimeout=1000) is larger than you think. The size of the article is not what was used, not what is required, it is that their advantage has been smaller than anyone expected, basically there are indications (not evidence) that Huawei surpassed these applications or better stated, Chinese defence has a much better system more advanced out there and it did so no later than Q2 2017 (partial speculation), so not testing, but actively being used and the UAE is seeking a services based organisation allowing for access and servicing such equipment, or at least make a push in that direction. In that part some might recall the article by Liu Zhen, last January (at https://www.scmp.com/news/china/military/article/2184493/why-5g-battleground-us-and-china-also-fight-military-supremacy), there we see (read: read about) Zhou Zhaoxiong, a senior engineer at China Mobile IoT Company giving us “Military equipment embedded with communication devices can also form the internet of things, he added. The communication can take place from device to device, without satellites or early-warning planes, saving those limited resources for other uses and significantly lowering the cost of a military operation, according to a 2017 report in China Defence News, a mouthpiece of China’s People’s Liberation Army (PLA)” it was not the stage of what was to come, but on what was achieved and it scared the US into all kinds of messes, we do know that communication in any war is essential and it seems that the Chinese have a larger advantage there.

This is the engine that the UAE will be trying to tap into, it is also the one direction that the US is really unwilling to give into, so there will be a much larger battle to come regarding what Americans will allow what others are allowed to do, and that is where they strike out in the Middle East, they are seeing opportunity in a defence setting where they optionally end up have the advantage, the EU cannot compete with the UAE because of their tight links to the US and their corporations and when we see the people that have links to the degree they have with the US, China is seeing a lager advantage to partner up with the UAE and the KSA, that is the larger fight we will see in the foreseeable future, and even as the US is showing a larger fight with Huawei, it is not the real fight and more people are starting to get on board with the larger stage, the US can no longer compete in more than one field and that is what is biting the US to a larger degree.

How does this matter?

Well that is simple, the UAE (and the KSA) have larger military needs towards manufacturing and servicing, as they ally to a larger degree there is a larger need serviced in military needs and that means two things, the escalation in the Middle East (regarding military hardware requirements) can be addressed on a near global base, giving both players a larger handheld on the global scene that is not oil based, beyond that it allows for a larger growth in the near future, with new optional partners over time we see a larger growth in the Middle East soon enough, it might ‘just’ be arms and weapons initially, but there is a larger foot for growth and it will push the Middle East (except Iran of course) to a much larger degree than expected. Yet there is also momentum to be considered, even as both the KSA and the UAE have strong ties to the US markets, there is a rift visible, the US internally created it and if it does not address this there is every indication that it will cost the US a lot more than it bargained for in the near future to come, I will let you consider those details, yet do not take too long, there are at least 4 markets where it applies to and in that regard I will leave you with one hint It was given out yesterday and the list is seen (at http://raytheon.mediaroom.com/2019-11-21-Raytheon-honors-54-suppliers-for-excellent-performance), can you see which two mentions should optionally not be there?

In some ways American ego does not falter in our view, it seems to have short term needs and that is where we see the first failure and that is where they should have though a little further than their noses (but that is merely my interpretation on the situation).

So have a great weekend! The weekend ends in 59 hours (for me at least) #JustSaying

 

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November 18, 2019 · 12:03

IP in the balance

This weekend, roughly 25 hours ago, the Washington Post released a story regarding the F-35, now there are a few stories about that crazy bird in circulation, yet this one was particularly fetching. The article (at https://www.washingtonpost.com/business/2019/11/16/power-struggle-over-f-fighter-jet-comes-head-lawmaker-threatens-hold-up-contract/) called ‘A power struggle over the F-35 fighter jet comes to a head as lawmaker threatens to hold up contract‘ starts with “the complicated IT system supporting the fleet’s maintenance infrastructure still falls far short of expectations” is an eye opener, but it is not the IT systems (no matter how defunct they are) that is the issue, it is the ownership of certain IP systems in the plane, the patents themselves that are now the issue. It is not “some lawmakers criticized the terms of Lockheed’s arrangement with the government, saying overly generous intellectual property agreements threaten to lock Lockheed into a wasteful long-term profit machine with limited accountability” even though it is certainly an issue that is the setting, no it is “Rep. John Garamendi (D-Calif.) threatened to hold up a multibillion-dollar contract if fundamental questions aren’t resolved” that is the issue, yes having multi billion dollars in sales held up is one part way to go, for some of these buyers with a few billion in their pocket, looking at alternatives will be the coarse course they could be sailing, this gives additional problems for Lockheed Martin and the US government is setting the stage as it has the inner lane in this skating race, the problem for Lockheed Martin is that the opposition they face are Russians (who are coming with the Su-35 and the Su-57), apparently NATO sees the Sukhoi Su-57 as a bit of a felon, so anything can happen. China is coming with the J-31, according to some it is a copy of the F-35 (source: Business Insider) yet it comes without IP and Patent battles, so the copy will be out without a politician stopping production on elemental questions not being answered. In addition, its unit cost is $70 million, whilst the F-35 is between $77 million and $108 million, the cost price of the more expensive version implicitly states ‘including engine‘, so there is that to consider as well.

There is however a more serious note to the F-35 and the Washington Post gets there when we see: “Carolyn Nelson, a Lockheed Martin spokeswoman, said the government is working on a new technical data package that was not a part of the initial F-35 contract, as well as a separate “performance-based” contract for logistics support“, you see the issue we see here is not merely IP and patents, it is the situation where government is yielding the floor to local business. If we accept the mess that the US has made in regards to 5G and Huawei, whilst we accept the words of Alex Younger (MI-6) “Alex is giving us the national need and the premise that another government should not have ownership of infrastructure this important“, something I mentioned in ‘Tic Toc Ruination‘ (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/) almost a year ago. That setting is crucial, as such when you have a national product called ‘Defence‘ why on earth would you let that reside with a global player like Lockheed Martin? I get the idea that the avionics are a bit of a call, yet the IT systems are a larger debate, basically America has large needs with Lockheed Martin, so what happens when the well dries when the US debt becomes a noose around the nations neck? Do you think Lockheed Martin is sitting still? I do not expect that Russia or China ever having a piece of Lockheed Martin, but the UAE, Saudi Arabia? If we take premise to the situation ‘the premise that another government should not have ownership of infrastructure this important‘ the point of view I am taking is a lot less theoretical, is it?

And when we consider: “Air Force estimates that most of a given aircraft’s long-term cost actually comes from keeping it flight worthy. Manufacturers are keenly aware of this, with companies such as Boeing launching whole business units focused on maintenance and repair” we should be wondering why the Air force is striking out, not out like in ‘too bad, let’s try again‘ but in the way that the batsman asks ‘where on earth is the playing field‘, I get it, some jobs are too specific, but is that not the Air force focal point? That in light of the procurement: “the Pentagon has been buying jets in greater quantities in order to get the average price down. They recently finalized a $34 billion agreement that defense officials described as “the largest procurement in the Department’s history.” The deal brought the F-35’s price per plane below $80 million ahead of schedule“, so when you consider that buying 2400 planes (at the very least) got the price down, what math was done on fixing and maintaining these birds? 2400 planes imply 100-250 squadrons, it implies no less than 200-500 repair and maintenance teams, it implies that these people need to be schooled and as they come up short, the move of Boeing starts making sense in a real way, so how much additional costs are involved there? Let’s not forget that the US is currently at minus $23,000 billion (-$23 trillion), we might see the victorious ‘Yohza’ on them reducing the price of a bird, but how much debt, interests and cost of maintenance was seemingly overlooked?

In all this, the Government Accountability Office was seemingly not heard clearly enough, we get this when we consider “the program is having trouble keeping the F-35’s mission-capable, an odd problem for a brand new fleet. The overall F-35 fleet was capable of performing all of its tasked missions only about a third of the time” and that is before we consider the maintenance staff, their training and the setting of spending money before the elements are all adjusted for. So as the article ends with ““if we are missing parts and can’t get our jets airborne, our ability to deliver combat effects on this aircraft is significantly diminished,” said Lt. Gen. Eric Fick, the Pentagon’s F-35 program executive“, I merely wonder what other options were overlooked, that’s fair is it not?

You see when we are considering the upgrades and the adjustment to technical flaws in the hardware, the IT systems become a very real part of it all, oh and any person telling you that the IT is OK and there are not issues, will be my reason to introduce you to a liar. For that you merely have to look at DELL and their setting of laptops, I have had two laptops, both delivered on the same day, and both needing separate upgrades before I got them delivered to their respected users, not different systems, no identical systems! So when we see “we are missing parts and can’t get our jets airborne” in light of software glitches, it becomes a very real thing, the F-35 might be the final straw of short sighted management, whilst asking for the moon. Even as in the past operators like Boeing and Saab decided not to play along in light of bias towards the F-35, we see an evolving matter where they will grasp the events that surround the F-35 as a way to show nations that they have what it takes, in addition, there are outstanding offers from France (Dassault Aviation), it was the initial offer to a much larger degree to train technicians in the fields of service, training and operations that might swing previous missed hits, and no matter how we slice it, Lockheed Martin might be looking at the US as a sole customer soon enough, what a change IP and IT systems can make, even in two-seater planes.

I believe that the over grasp in the 2004-2014 era is now coming back to bite the eager who signed certain agreements. In light of the fact that the F-35 fleet is mission capable only 30% of the time should worry Lt. Gen. Eric Fick a little.

And even as the F-35 might be the odd duck out, the words of Loren Thompson stating “The struggle over IP between the government and defense contractors is likely to go on indefinitely. If you own the information, you can largely shape the future of the system” might be valid in the commercial world, but Lockheed Martin is in the defence world, the rules are a little different there, feel free not to believe me, but in light of The Project on Government Oversight (POGO) and their push to “prevent a future situation like the one now facing the F-35 program — and by extension, American service members and taxpayers“, here we see that the letter to congress by POGO executive director Danielle Brian might become a swing and a Jack, so whilst POGO seeks the optional “It would also allow the government to seek alternative suppliers should the original contractor fail to live up to expectations“, we see more than a victory, the entire Huawei issue might push for this solution, which would make several nations queasy on the F-35 solution they heralded.

The F-35 is showing me the one solution that mattered to the wrong people, it was greed overjoyed and that is about to gain the sunlight and limelight others wanted to keep out of consideration.

 

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November 15, 2019 · 11:55

There is more beneath the sand

The Australian Financial Review has an interesting article that they released a little over 12 hours ago (at https://www.afr.com/world/middle-east/is-saudi-arabia-s-royal-family-ready-for-a-market-economy-20191112-p539sv), the title ‘Is Saudi Arabia’s royal family ready for a market economy?‘ is an interesting view on the issues that are coming around over the next decade. Stephen Cook gives us part of the goods, yet I wonder if he is cautiously holding back (an acceptable stance for any journalist) or is there more?

That is not an attack on the article; it is well written and shows a writer with a good grasp of grammar 😉 He also makes a few very nice observations. The issues that come from that are not always visible, but we should argue before we get there that any cautious journalist does not need to go there; a blogger like me on the other hand is (at times) all about the informed speculation. So when we see: “to pull off Vision 2030, Mohammed bin Salman needs some of the international goodwill he enjoyed until mid-2017“, that partially true, most of it can however be built with money and Saudi Arabia has plenty of that. At which point Mr Cook takes that frying pan and hits us with “There’s just one problem: the Aramco IPO is far riskier than the Saudis are letting on“. He gives it in the form of “The Saudis are offering stock in 2-5 per cent of the company. One of the sticking points has been valuation“, he is true, and we see that in the article that there is a margin of valuation (depending on the offerer) that is almost 50%, And that is not the only part, there is a view that Saudi Aramco will value at almost twice the price of Apple, that is a lot and there will be an actual benefit that Mr Cook does not offer. He does give us that the Saudi offering could end up netting between 24 billion and 115 billion. No matter how this turns, there will be plenty of Saudis all wanting a share or two, a population supporting its own national product, so there is interest, the benefit we do not see here is the corporatocracy that the EU has become, with value in the fire of shares, whatever Iran will think of next will bounce back, any attacks is no longer a mere Saudi Problem, Saudi Arabia has done something interesting. By offering 2.5% of a company its visibility will become global and that is the first nail in a coffin named Iran. And that is not the only one; there is another benefit to see when we take a harder look at Vision 2030.

You see Vision 2030 will be a clean systems sweep of 5G (and 4G lte) systems, the old 3G and other systems will be absent, the Saudi’s will get a much better view of what is needed in the 5G atmosphere without having old equipment holding it back, you might laugh, but do you have any idea on the amount of equipment out there switched on because there is some ‘twittle’ hardware connection, or the owners merely does not know that some equipment does not need to be turned on? It amounts to almost 7% of the electricity bill and the amount of technology and hardware involved shows a massive amount of additional loopholes requiring fixing. You might not think this is essential, yet when we realise that there is an amount that is between calculated and measured that is not addressed, we see a much larger issue, in at least two cases I have seen the ‘connections’ merely being ‘improperly’ addressed, I wonder what else was not done. Vision 2030 will allow us to look at hardware connected and we will see a whole range of equipment never connected. There will be an amount of niche markets that will evolve because of it and as we see that evolve, whoever is working in Neom City, will get an interesting benefit to this change.

Getting back to the IPO, there is every concern that the quote “Iran’s Islamic Revolutionary Guard Corps (IRGC) has every reason to keep the Saudis on the defensive and mess with Aramco’s IPO” has value, yet the first one who is part of the IPO will have the benefit of calling out Iran’s actions and now there will be nations with skin in the game, Iran is basically done for and it needs the nuclear benefit of playing the bully, yet it is running out of time no matter how blind the EU tends to be. When any Wall Street corporation has skin in the IPO, they will report it to any channel willing to expose Iran and that is what Iran really does not like, you see playing the bully only works when no one is looking at you and that option is about to end. They will now enter a stage where the writer claims ‘make investors nervous‘, yet when they go a little overboard and ‘make investors angry‘ their benefit is gone and that is why they need the nuclear pact to be in their favour. A bully merely knows no other way to look at matters, but now we see a much larger field and Iran is about to get exposed a lot more.

So now we get back to Neom City, the writer gives us “The plans (and promotional video) were impressive, but the effort failed miserably“, yet he gives no reason, I will, The amount of media willing to give Neom City the light of day could be counted with two hands, with the hundreds of accepted media in the Aether, they all shied away from Neom City and it was not Jamal Khashoggi. It was in part America and in part Europe that was scared. A city that is stated to be 22 times the size of New York is a building marvel, it would be no less than another world wonder and the powers that be have no intention of letting Saudi Arabia walk away with a world wonder, not in this age. Even as the bridge to Africa might never become a world wonder, the bridge itself will be a global accomplishment and it will give larger gains to Saudi Arabia. In addition it takes another premise, the city of Sharm-El-Sheikh (Sinai) would gain in several ways, whilst the bridge would open Saudi Arabia to Egypt in larger ways. It would also open up technology paths to Saudi Arabia. In addition we see: “Mohammed bin Salman has calculated that he has a greater chance of eliciting the loyalty of his subjects – and thus shoring up his power – by giving them movies, concerts, and WWE wrestling events; reining in the religious police; and granting women the right to drive“, yet it is missing a part, with the building needs growing for close to two decades, we will see a new class of people, A class to Egyptian Muslims working in Saudi Arabia growing the population and growing a larger stage of a new population drive, those needing a better life, we have seen this in America and Europe and it will drive a new need in these people finding a niche where they can settle their family in growth, that part will be new to Saudi Arabia and it will create new wealth group and a larger drive towards Saudi Arabia. I reckon that Saudi Arabia could grow to well over 20% this was and the size of Neom city would allow for a much larger growth giving new options to Saudi’s and those wanting to be Saudi.

As I see it Saudi Arabia could over time grow that IPO to be up to 9%, so basically it will get access to 3 times that maximum of 115 billion, with an offering that over time will be close to $400 billion, we see that Neom city has been paid for, at that point with the IPO in place, and Neom city ready to grow Iran will be shown to be the bully of the Middle East, and bullies can be dealt with in swift ways by any global population that is clearly aware, which now leaves us Hamas and Hezbollah, we actually need not look in those directions, Israel is looking there already, we merely have to wait what will happen next, with these two elements clearly in lace it will not take long for technology firms to seek their nesting grounds in Neom city, Huawei is actively looking, Google has set its premise, as have Apple, Microsoft and IBM (who added 197 jobs in the last month alone), so the need is being addressed, now it merely takes time for the entire stew to settle, once all the elements have been added, we only have to wait (which will be the hardest part), yet there is little to no doubt in my mind that when we see the elements of Neom City, we will see a much larger shift in the west, it will not only be to stay on par with Saudi Arabia, it will be to get all the residual hardware and all the non-effective hardware to be removed from hundreds of places, I reckon that the US will face a new technology need at that point.

You see, in the end, there is less to a decade to a ‘futuristic city’ and a technologically ‘apt city’, Saudi Arabia is about to show the world that part and all the other nations will need to show that they can keep up and with their debts sized the way they are that will be the hardest issues for them and the US knows it has a large problem keeping up, as does the EU, they never thought that they would require to meet wits with Saudi Arabia, they never thought it was ever going to happen, as such they were not ready. Iran is banking on it, in the end I wonder which of the two elements will be the strongest, I’ll let you figure out what I mean.

i believe that by 2035 the global technological will be redrawn, it will be a map that the EU and the US will not be happy about. The Wall Street Journal gave a nice presentation 4 days ago with ‘U.S. Government Is Tripping Over Itself in Race to Dominate 5G Technology‘ and ever as we see sources stating: “U.S. officials say the country is in position to reap those benefits”, we merely need to see SDXCentral giving us: “AT&T is tempering expectations for its forthcoming 5G network riding on sub-6 GHz spectrum. While AT&T says it was the first wireless operator to demonstrate 1 Gb/s and later 2 Gb/s speeds on a commercial 5G network running on millimeter wave (mmWave) spectrum, it’s not making any grand projections for a speed improvement on its forthcoming 5G network running on the lower spectrum bands” (at https://www.sdxcentral.com/articles/news/att-down-on-low-band-5g-speed/2019/11/) to see that they are all running for the advertised word and there is a large hiatus between the ‘advertised word‘ and ‘achieved technology‘, that difference was seen at the end of October as Reuters gave us: ‘Trump says U.S. will cooperate with ‘like-minded’ nations on 5G networks‘, everybody on the US sided mind is trying to fix the backlog that they have against Huawei and some of them have a huge backlog, when we see “Trump has held numerous calls with foreign leaders, including British Prime Minister Johnson in August, to urge them not to let Huawei use 5G networks“, yet at by the time have we seen ANY EVIDENCE that there is a national interest failure on Huawei hardware? America hopes that it has taken the hardware drive and fixed its own economy (and the mere fact that we will not ask questions), yet Saudi Arabia already has ties to Huawei giving Saudi Arabia the option to pull ahead and make the monthly gap larger on a daily basis. The difference is that intense. There is more and more evidence to see that the EU is not going the way of the US and that will give them an advantage on the hardware range, yet they still have all the other old hardware to deal with. They could face two issues, let’s not forget that Riyadh faces that too, but if Neom City shows the benefit to a newly constructed fast internet city, what we saw in the UK 5G image, that path will be faster seen in Neom city, merely because the change is pushed from the beginning and not after the fact (as most technologies are).

The ‘what 5G is about‘ shows what 5G could do and in many nations we see part of this appear over time, yet in case of Neom city, with a 5G focus it will come all at once, it will give Arabian software Engineers a larger playing field and a playing field on rolling out some of those solutions anywhere else in the world. It is a path that we seemingly forgot about and we have seen this path a few times from Japan and the US, just the idea that Saudi Arabia will be able to focus on it was never in the sight of any of them and it is scaring them, Neom City has become that scary to both the US and the EU (well and Japan too). They have all been in the mind for well over 5 years that they see it first in Japan and later on it will be rolled out to the rest of the world. Now that setting changes those in charge are afraid, they have no ties to Saudi Arabia and no ways to make them.

Fear will be the key that the US and the EU will employ to set issues straight, and stopping Neom City to a much larger extent will be their focus, which gets us back to the quote we saw: “the effort failed miserably“, There was as I see it a much larger need to keep it out of the media, the people just never got to see all the elements that were clearly visible in 2018 when initial view of Neom City was given. I saw the first parts in May 2nd 2018 when I gave “the attached Burton presentation ‘Opportunities in Saudi Arabia – Vision 2030 and Beyond‘ spends two slides on it and the most important part shown is “Vision 2030 calls for 50 percent of military equipment purchases from domestic suppliers instead of imports“” a presentation by Edward Burton, President and CEO, U.S.-Saudi Arabian Business Council from June 2017. (at https://lawlordtobe.com/2018/05/02/are-there-versions-of-truth/) in the article ‘Are there versions of truth‘ I had not realised all the elements at that point (why should I?) yet I saw that Vision 2030 would be a bigger issue yet the larger impact would be visible beyond “90 executives from both countries to sign new trade and investment agreements worth $350 billion” the fact that in these 90 we would see “Lockheed Martin ● Honeywell ● JPMorgan Chase ● The Dow Chemical Company ● ExxonMobil ● Jacobs Engineering ● Baker Hughes ● McDermott International” was clear, the fact that Jacobs Engineering Group Inc. (Steven J. Demetriou) was involved was a clear indicator of that. I believed that whatever think-tank Edward Burton responded to was seeing ‘roadmap for economic development‘ and ‘Identifies general directions, policies‘ and optionally ‘CEDA established new operating models‘ and realised that this went way past the Council of Economic and Development Affairs (Saudi Arabia) there was an actual global impact. This setting has merely taken an accelerated view, especially in regards to Huawei, there is a much larger setting and we will soon see that the impact is global.

Darn! I was not the first to notice!

Even as we realise that the Council of Economic and Development Affairs was created in 2015, there is a larger stance where Saudi Arabia has found the flex point where they will become a global player, that is why Iran is scared, that is why other parties are about to play diminished roles and they are all afraid, their status quo is about to be removed.

 

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November 12, 2019 · 13:57

The art of marketing

The art of marketing is not new, it is often not understood (even I doubt whetheer I know what they talk about), even more often the people who do the marketing are clueless on what exactly they are doing but they are doing something and that counts according to their needs.

It all started as I made a stop at ‘SuperYachtWorld’ what they would call the ‘the global magazine for superyacht owners’, Now I am not one of them, I do not even own a tinny, Yet I was on that site for a reason, Lurssen and Damen were producing new ships, I was curious as I used to have Damen as a neighbour (of sorts) and I was curious about his second SeaXplorer sale, a 75 meter yacht. I was curious about his dinky toy. Anyway, the article was nice and ended with “You can read more about EYOS Expeditions in the forthcoming issue of SuperYacht World, which publishes tomorrow“, I do not know whether I will buy it, I was just curious, so I decided to click the link ‘subscribe now’ I was curious on how much such a magazine costed. The next is much funnier in graphic form, as you see, I am showing you the first two pages (of the buy a subscription), and explain to me how I can ‘subscribe’ to ‘SuperYachtWorld’? Now, the subscriptions was not really sincere, I merely wanted to find out how much a magazine would cost. Yet the foundation of digital marketing is seen right here. No matter what you can sell, sell it as soon as possible, they merely forgot to give ‘SuperYachtWorld’ the benefit of whatever they wanted to sell.

Or perhaps something else went wrong, but that is the foundation of digital marketing. I even tried the search option, but alas ‘SuperYachtWorld’ was not recognised by Magazinesdirect.com. There are at least 4 flaws in the digital marketing at this point, lets numbers them

  1. Magazine link did not work
  2. Alternate link should mention ‘SuperYachtWorld’ first, or start with a link to that magazine
  3. TI Media Limited (the people behind MagazinesDirect.com) should have spacing before they start their marketing of their magazines.
  4. After the MD dot com element there was a whole part of empty white, after which we got the magazine issues, there too was a ‘subscribe to the magazine’ but that gave a 404 error which is error number 5.

I can go on for a little while longer, but I would think that a magazine who deals with customers dealing with items worth millions of dollars would be a little more finicky, it is the consequence of digital marketing, it’s a cavalier attitude to ‘We will fix it on the flip side‘, I was just so surprised to see it in this area. Ships captains are at times as anal as it needs to be and on the ocean there tends to be no time for ‘Oops, will fix that on the flip side‘, at that point it tends to be too late for that. Feel free to ask the Captain of the Herald of Free Enterprise, which was Captain David Lewry, there were apparently three warnings, the third warning was covered with a (according to magazines “they were busy, go away“, as such 193 lives were sacrificed to the Channel where temperatures of the water were -3C, so there. The entire event took less than 4 minutes. Yes, on Friday 6th March 1987 we learned how disastrous ‘We will fix it on the flip side‘ can be when it involves boating. Digital marketeers will go with the assumption, ‘When we make mistakes it does not cost lives‘, yet is that true? Now consider me a winner of the lotto (I am not, do not worry) and I wanted to read that specific article because I had money for a Damen Ship of 95 meters (again, I do not, so do not worry), now we get into murky waters, the short-sighted view of one limits the access of many, that is actually why I designed the 5G changes as I did them, that is why I came up with a different distribution system, one that is for the small businesses, that is why I came up with the Stupid Smart Device, it fit the needs we will see in 5G because as speeds go up, time becomes more and more a straight pass through of ‘Time is Money‘, who was up to speed? The person selling his wares will be up to speed more and more and that is why changes will push through faster and faster, Places like Google Ads, will require a stranger selling point and when the changes can be made immediate, the term of time is money will be a stronger stage in all this and that is why I decided to go after the 400 million small business owners, they all want to be on the 5G horse as fast as possible, they will drive the next changes even more than those people in telecom will. They are still twisting their thumbs on what to do next and soon enough that system will change, but not today, Places like Google and Huawei will need tome to set a new stage where the Telecom operators are the followers, no longer the deciders. As they are all in the hurry to make deals as far as they can they are 4-7 iterations behind, my IP will optionally change that.

Because by the time you check, ‘SuperYachtWorld’ are most likely, not updating their website, so more likely than not you and Damen miss out on changes, I designed my system to be depended on the two elements that drive marketing needs, the person selling and the person buying. Too many digital marketeers are about ‘I am in the middle, I know when it is right‘ Yet a decade in software sales told me that the Marketing person is the person inhibiting supports (hence diminished sales) because they want to sell it ‘Now!’, they give some response on how it is all with the ‘shareholder’ yet the shareholder does not realise what they are in for by selling a solution that is only 80% complete, the maker knows when it is ready and that is the moment that the buyer wants it. Should you doubt this, look at places like Ubisoft (Breakpoint) to see that part! TechCrunch had a good article on that (at https://techcrunch.com/2016/07/14/the-3-biggest-sales-mistakes-enterprise-software-companies-make/)

  1. Good product-market fit is not good enough

Yes that is true and we see a good explanation on that, I fought a few iterations of that battle with my bosses, because I was always service minded. Yet they were all sales people, they never got it. The article givers an example of ‘are still challenged with sales cycles longer than ideal‘ OK, that is fair enough, yet I countered it in my solution to be able to set the force of changes when the salesperson thinks it is ready. In addition, a sales cycle should be zero, when the person comes into the shop that is when he/she wants to buy. Yet I know that this is retail thinking, but is enterprise thinking not merely a large customer that comes in now? I get it there are other options and this person wants to buy the best solution, so he is seeking, but that is marketing, not sales. Marketing makes sure that they sell on paper what the salesperson can sell for a price (OK, I get it, it is a self-denying truth) but that is how I roll. We need a solution taking marketing out of the loop, if time is money, marketing is the delay in this, and optionally it needs to be sales driven, when YOU can sell.

  1. Are you competitively disadvantaged?

Nope, my solution came up with the standard you sell when you are ready to sell, and you are not disadvantaged, you merely focus on those who want your product in your neighbourhood. We also get “80% of on-premise software vendors operate a channel program to enable other companies to sell their products, while only 20% of SaaS vendors operate similar programs“, it is all about the stage of selling, and tho whom you sell, a lot of the sales systems in place are marketing driven, so when we change the view of marketing we tend to change the view of sales. It is hard to explain, so let’s get back to boats.

When you see the image below, we see a solution of where the other ships need to be, but we forget that the setting is that we are losing 2 out of 4 sales options, if marketing was on the bow of the ship, he could have guided those two additional sales towards THEIR solution, and in the 5G world that solution starts taking shape, software vendors go from tall order to tall order and at that point forget the 4-9 customers they could have gotten by adding their solution to the front of their convoy, looking for the small enterprises. I decided to change the wheel and the steering of such solutions. There is no competitive disadvantage; there is merely your own advantage and how quickly you can turn around sales.

  1. Bad timing — outta sync, outta luck

I never got that part, ‘sales cycles’ are basically whenever the customer comes to shake your hand and you get to explain on what solution you sell, or basically the customer wants to buy and you either have what they want or you do not. And in a marketing solution where YOU are the solution applicant, it is easy, you have what they want or you do not. At the very end of that setting we see: “and most important deals, people skills are ultimately at the top of that list” is the part where we need to focus on, because only you can sell what you sell. In the end that is YOUR power and there are 400 million small business owners that relay on that believe I merely gave them a clear solution to talk into. The rest is up to them, at their speed with their options at their fingertips.

It was that simple!

The art of marketing is not some solution that one person, or one through gives out, we see too many times that the small business units feel that they are told that they are competitively disadvantaged and they took that as some truth whilst they merely wanted to sell, I am setting the stage where they get to prove it, they get to prove it the moment they get to 5G, the game gets to change, let’s see who is ready for that. Now I need to add a part, I am not taking marketing out of the equation, I merely placing it where it needs to be, before the sales cycle, not part of the sales cycle. For the small business owner that is the game that counts, IT forgot about that part and it is time that we recognise that, and fix it, because in 5G Time will truly be money and every delay is a sales opportunity missed.

 

 

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November 9, 2019 · 10:54

Finally!

Yup, there is a new fashion in town and it will force the companies to fix the one element in IT that most corporations have ignored fixing for the longest of times. The issue that needed fixing for the longest time was non-repudiation, the issue has been clearly around for almost 10 years, 15 if you want to set a time table, but today on LinkedIn ‘Netflix and don’t share‘ shows that the industry will start doing something about it. The problem is what drives the masses to think that a paid service could ever be free. And even as we see: “Market leader Netflix has already declared it is examining how to curtail password sharing among family and friends. But streamers are treading carefully in teaming up “against the grifters,” aware of the backlash record labels previously generated in the Napster era” we need to be aware of the setting that it is a Netflix world and if you don’t pay, that is fair enough, but it also means that you can’t have Netflix. This issue is not limited to Netflix, it has a setting in video games, a setting in programs and in the past it had a setting in music. The problem is how to go about it. For places like Netflix, there is the non-repudiation solution, so in your network there are a few devices that could be set to receive, in the home environment the router tends to be the most culpable solution, yet in equal measure the home devices are also solutions that give rise to the patch of hardware that will allow one person to be connected, as such, Netflix was nice enough to allow 4 devices to be linked. Yet what to use as a system of non-repudation?

Well, email is certainly one way of doing it, but that only helps to some extent, the nice part about e-mails are that it allows Netflix (and like-minded people) to communicate with the owner on hardware, so as long as the email address is not hacked, this is decently safe.

Non-Repudiation

The term Non-Repudiation is not new, It refers to the ability to ensure that a party to a contract or a communication cannot deny the authenticity of their signature on a document or the sending of a message that they originated. So you and only you could have instigated the connection, bio-metrics are only one part of it, so is a password, non-repudiation is more, an autograph have the elements to complete non-repudiation, but in automated traffic, a copy of a autograph is becoming exceedingly simple, so we need to set the state where two tiered enabling is the way to go. Even if the origin of the two tiers was done in separate ways, combining them in any stream would be a decent level of assurance to convict a jury of peers (and Netflix) that only you could have instigated the stream. And Netflix is not the only one seeking for a solution. Bank solutions, use a pin and a bank pass, it is close but in in the end it is not real non-repudiation. Netflix needs to find a solution and whatever they find will push authentication technology.

And the system needs to be simple, not just for customers sake, the setting of complexity in these matters was best described by Scotty the Chief Engineer in Star Trek 3 whilst sabotaging the Excelsior: “The more they over-think the plumbing, the easier it is to stop up the drain“, it does apply to authentication and non-repudiation systems, especially when distance is an issue. So whatever we have at point X requesting for an authentication that tends to be the soft spot in the track.

It has to be simple, it needs to always work and it needs to set 2-3 alternatives at the spot. The problem with such a system is that it is not really non-repudiation at that point.

For example

A programmable dongle can be hacked; the hacked account can be copied. And these dongles will come from somewhere, so criminals will end up having access to the stuff they need.

As such the best you can hope for is a system that will take out 80% from accessing such a solution, add proper cyber solutions in the form of law and you have a solution that a company can live with, as it deals with 10% of the outstanding 20%. It is not pretty at times, but at least it works. So these solutions could stop 90% from using stated systems in a non-paying capacity.

We can go in all directions from there, but the world needs a solution where non-repudiation will stop 96% dead in its track, and only up to 1% would be able to find a workaround. Making the non-repudiation system a 98.9999% working solution. I reckon that this is as good a solution as we are going to get and the solution is needed faster as 5G will require correct non-repudiation solutions to be up and running. With 5G out and about, the criminals get a 500% chance to get to more systems to infect more and more devices as such the need for Common Cyber Sense is becoming a pressing matter and from there we can move onto non-repudiation. Consider that the current situation allowed cyber criminals to lay their fingers on $120 billion dollars and with 5G out and about criminals will have access to well over half a trillion dollars, one could argue that it is a great day to be a cyber-criminal, or we can do something about it, because the one thing I do know is that the banks will only take hits for as long as they cannot make a case for ‘negligent care, the person did not take care of the item like a father would take care of its child‘, that is not some rant, the art world is already working with terms like that. How long will it be until banks and payment systems will take the same steps? At that point, the hardship will fall on the owner of the hit bank account, not the bank, unless a clear established path of evidence is presented that the bank itself was the intended target.

Oh, and when banks are no longer held accountable how much attention do you think that the FBI has for little you? Common Cyber Sense will be the immediate requirement.

Non-repudiation will be the big next thing soon enough and whoever gets a system like that up and running will make an absolute fortune, it would change my 5G IP systems into small change, nothing more. It is the next thing and we are in dire need for such an inventor soon enough, not just Netflix.

 

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