Category Archives: IT

November 30, 2025 · 08:50

When politicians become delusional

That is what I saw two days ago when the BBC gave us (at https://www.bbc.com/news/articles/cq8dq47j5y8o) ‘South Africa hits back after Trump says US won’t invite it for G20 next year’ the article gives us the setting “South Africa’s President Cyril Ramaphosa has described as “regrettable” the announcement by US President Donald Trump that South Africa would not be invited to take part in next year’s G20 summit in Florida. In a social media post, Trump said South Africa had refused to hand over the G20 presidency to a US embassy representative at last week’s summit in Johannesburg.” As well as “Ramaphosa said in a statement that the US had been expected to participate in the G20 meetings, “but unfortunately, it elected not to attend the G20 Leaders Summit in Johannesburg out of its own volition”. He however noted that some US businesses and civil society entities were present. He said that since the US delegation was not there, “instruments of the G20 Presidency were duly handed over to a US Embassy official at the Headquarters of South Africa’s Department of International Relations and Cooperation”.” There is as I personally see as I see it a second reason. Is the reason perhaps that America is in such a disastrous financial situation that he felt compelled to evade the G20? He can approach the entire setting to the press with ‘Quiet piggy’ settings, but the 15 strongest economies can not be answered in that same manners. There he has to answer and his department of War and the house of missing coins can’t shield him from that. This year Canada took home the beef, the champagne and the bacon. Next year? That is something he is unwilling to face at present. He needs to be reinsured that all the trillions that are changing between hands over 7 companies will do him good and at present the setting of Stargate is currently set at a economic windfall of minus 500 billion and that was not what he advertised a year ago and it is merely one of several failures. And at present these 7 big bloated companies are at best bringing in 3% of what is required (an inaccurate presumption) but that setting is what he is looking at and at present there is no upside to the numbers of 2027 and 2028. 

The image above was shown in LinkedIn, I never thought of it this way, where we see “The entire U.S. economy right now is seven companies sending one trillion back and forth to each other” that is how it could be seen (credit of image unknown) but is that GDP revenue? I reckon that some might validly disagree and that is before you consider what OpenAI is costing America and Microsoft (at 3% revenue it isn’t really an asset is it?)

And beyond that tourism is falling flat, and America is representing itself to be nothing more than a third world country, the president of the United States is likely to be marginally better than South Africa or Argentina, making it 17th place at best. The GDP setting in December 2024 (which was 29185) will be seen as a jolly time, by next year America is likely (a clear speculation) to be less than 13913 making it a little more fortunate than India which manages this at 5 times the population. Would you gathers in that crowd after you proclaimed year after year that America was doing so well? The defense industry is losing revenue, tourism is down massively and that Oxford Economics report stating that it is costing America $50 billion, which is 400% worse than the numbers we see thrown in the media. Then jobs are down and as I see it retail is massively down. in addition we see Aluminum smelters are down, only 4 in 24 are operating. They cannot deal with the unsustainable operating cost and that list goes on. So what happens when soda cans become an issue? American dream states are set to operate a soda can, opening it and drinking it (in the Miami sun), so I reckon that 2026 will bring its own entertainment to behold and at present , I reckon that President Trump is merely showing up to do some photo moments, so who will be ‘advocating’ how well America is doing?

I reckon it sucks to be the the man in charge at the Federal Reserve. And only 8 hours we were given “Federal Reserve has managed to push up bank reserves for 4 weeks now, but they’re running out of tools in the toolbox and will soon have to resume asset purchases, euphemistically called “QE” for quantitative easing, i.e., money printing:” (source: E.J. Antoni, Ph.D.) so as we accept that Jerome Powell is (for now) the Chair of the Federal Reserve of the United States. I cannot recall that America has given any voice to the effects (or benefits) of Quantitive Easing. So is it real? What is Jerome Powell up to? It is a fair question as President Trump doesn’t really understand economics, optionally even less than me. As I see it, he filed for bankruptcy 6 times, the last time was due to the 2008 mess, so if people argue 5 times I would accept that. As I see it, he needed to make Jerome Powell his best friend and seek his assistance in avoiding the setting America is facing these days. And my smirking sense of humor (an evil one) is wondering if America can even afford hosting the 2026 G20 summit. As I see it (and I might definitely be wrong) is that America is using South Africa to get the 2026 setting taken away from them. As I see it, Canada or the EU is a much better place in 2026. There might be a reason to hope for Canada, as he will see it as a reason to make the speculative statement that he is leaving the G20 to his 51st state (making Canadians angry to say the least). 

But as I see it, I actually don’t know. And I reckon that most DML systems cannot either as this setting has never taken place before, the American economy is in an mess and not a good one.

This is what you call the perfect setting to be hosting the G20 in 2026, apparently in Miami, so order your sodas in advance. 

Is there more bad news, is countered by me with ‘Does there need to be?’ A setting that is voiced by many. As I see it, the GDP in 2023 The gross domestic product (GDP) for the Los Angeles metro area was approximately $1.30 trillion in 2023, now we know that Los Angeles had dreadful fires, but the current situation isn’t helping and what will California report in revenue for 2024 and 2025? We will know some of these numbers in December, giving a lot more visibility to the hardship America is facing and there is no hiding from those numbers (playing them will be worse). America is stopping to be a great place to be and as I see it, there aren’t too many countries lining up to be their friend at present. Trump squashed that route of healing too.

Have a great day, I am almost late for breakfast.

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November 27, 2025 · 22:50

And Grok ploughed on

That happens, but after yesterdays blog ‘The sound of war hammers’ (at https://lawlordtobe.com/2025/11/27/the-sound-of-war-hammers/) I got a little surprise. I could not have I want to planned it better.

You see, the article is about the AI bubble and a few other settings. So at times, I want Grok to take a look. No matter what you think, it tends to be a decent solution in DML and I reckon that Elon Musk with his 500,000 million (sounds more impressive then $500B) has sunk a pretty penny in this solution. I have seen a few shortcomings, but overall a decent solution. As I personally see it (for as far as I have seen it) that solution has a problem looking into and through multidimensional viewpoints. That is how I usually take my writing as I am overwhelmed at times with the amount of documentation I go through on a daily basis. As such I got a nice surprise yesterday.

So the story goes of with war hammers (a hidden stage there) then I go into the NPR article and I end up with the stage of tourism (the cost as the Oxford Economics report gives us) and I am still digging into that. But what does Grok give me?

The expert mode gives us:

The linked post directs to a blog by Lawrence van Rijn, a self-styled “Law Lord to be,” where he explores a narrative blending legal aspirations with speculative commentary, notably predicting FIFA might shift the 2026 World Cup from the U.S. to Saudi Arabia due to visa issues and a $435 fee delay, a theory unsupported by official FIFA statements but echoing concerns from a Travel.com article about U.S. tourism losses.

Van Rijn’s blog ties this speculation to an unusual metaphor of “war hammers” clashing on armor, symbolizing economic and technological tensions, particularly an AI bubble warned about in an NPR report (November 23, 2025), which cites MIT economist Daron Acemoglu’s research showing only 3% of people pay for AI services, challenging the trillion-dollar investments by tech giants like OpenAI.

His energy shortage concern aligns with a U.S. Energy Information Administration forecast of a 45% electricity price hike in Texas by 2026 due to data center demand, a trend overlooked by mainstream media focused on AI hype, suggesting a potential societal cost as power grids strain under unreported load increases.

Now, in the article I never mentioned FIFA, the 2026 World Cup or Saudi Arabia, so how did this program come to this? Check out the blog, none of those elements were mentioned there. As some tell us Grok is a generative artificial intelligence (generative AI) chatbot developed by xAI. So where is that AI program now? This is why I made mention in previous blogs that 2026 will be the year that the class actions will start. In my case, I do not care and my blog is not that important, even if it was, it was meant for actual readers (the flesh and blood kind) and that does not apply to Grok. I have seen a few other issues, but this yesterday and in light of the AI bubble story yesterday (17 hours ago) pushed this to the forefront. I could take ‘offense’ to the “self-styled “Law Lord to be”” but whatever and I have been accused of a lot worse by actual people too. And the quote “this speculation to an unusual metaphor of “war hammers”” shows that Grok didn’t see through my ruse either (making me somewhat proud), which is ego caressing at best, but I have an ego, I merely don’t let it out to often (it tends to get a little too frisky with details) and at present I see an idea that both the UAE and Saudi Arabia could use in their entertainment. There is an upgrade for Trojena (as I see it), there are a few settings for the Abu Dhabi Marina as well. All in a days work, but I need to content with data to see how that goes. And I tend to take my ideas into a sifter to get the best materials as fine as possible, but that was today, so there will be more coming soon enough. 

But what do you do when an AI system bleeds information from other sources? Especially when that data is not validated or verified and both seem to be the case here. As I see it, there is every chance that some will direct these AI systems to give the wrong data so that these people can start class actions. I reckon that not too many people are considering this setting, especially those in harms way. And that is the setting that 2026 is likely to bring. And as I see it, there will be too many law firm of the ambulance chaser kind to ignore this setting. That is the effect that 8 figure class actions tend to bring and with the 8 figure number I am being optimistic. When I see what is possible there is every chance that any player in this field is looking at 9 or even 10 figure settlements, especially when it concerns medical data. And no matter what steps these firms make, there will be an ambulance chaser who sees a hidden opportunity. Even if there is a second tier option where a Cyber attack can launch the data into a turmoil, those legal minds will make a new setting where those AI firms never considered the implications that it could happen.

I am not being dramatic or overly doom speaking. I have seen enough greed all around me to see that this will happen. A mere three months ago we saw “The “Commonwealth Bank AI lawsuit” refers to a dispute where the Finance Sector Union (FSU) challenged CBA for misleading staff about job cuts related to an AI chatbot implementation. The bank initially made 45 call centre workers redundant but later reversed the decision, calling it a mistake after the union raised concerns at the Fair Work Commission. The case highlighted issues of transparency, worker support, and the handling of job displacement due to AI.” So at that point, how dangerous is the setting that any AI is trusted to any degree? And that is before some board of directors sets the term that these AI investments better pay off and that will cause people to do silly (read: stupid) things. A setting that is likely to happen as soon as next year. 

And at this time, Grok is merely ploughing on and set the stage where someone will trust it to make life changing changes to their firm, or data and even if it is not Grok, there is all the chances that OpenAI will do that and that puts Microsoft in a peculiar stage of vulnerable.

Have a great day, time for some ice cream, it was 33 degrees today, so my living room is hot as hell, as such ice cream is my next stage of cooling myself.

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November 27, 2025 · 04:39

The sound of war hammers

It is a specific sound, nothing compares to that and it isn’t entirely fictional. Some might remember the Walter Hill movie Streets of Fire (1984) where two men slug it out with hammers, but that is not it. When a Warhammer slams into metal armor, the armor becomes a drum and that sound is heard all over the battlefield (the wearer of that armour hears a lot more than that sound) but is distinct and I reckon that some of those hammer wielders would have created some kind of crescendo on these knights. So that was ‘ringing’ in my ears when NPR gave us ‘Here’s why concerns about an AI bubble are bigger than ever’ a few days ago (at https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers) and what will you know. They made the same mistake, but we’ll get to that.

The article reads quite nicely and Bobby Allyn did a good job (beside the one miss) but lets get to the starting blocks. It starts with “A frothy time for Huang, to be sure, which makes it all the more understandable why his first statement to investors on a recent earnings call was an attempt to deflate bubble fears. “There’s been a lot of talk about an AI bubble,” he told shareholders. “From our vantage point, we see something very different.”” So then we get three different names all giving ‘their’ point of view with ““The idea that we’re going to have a demand problem five years from now, to me, seems quite absurd,” said prominent Silicon Valley investor Ben Horowitz, adding: “if you look at demand and supply and what’s going on and multiples against growth, it doesn’t look like a bubble at all to me.” Appearing on CNBC, JPMorgan Chase executive Mary Callahan Erdoes said calling the amount of money rushing into AI right now a bubble is “a crazy concept,” declaring that “we are on the precipice of a major, major revolution in a way that companies operate.” Yet a look under the hood of what’s really going on right now in the AI industry is enough to deliver serious doubt, said Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy.” All three names give a nice ‘presentation’ to appease the rumblings within an investor setting. Ben Horowitz, Mary Callahan Erdoes and Paul Kedrosky are seemingly mindset on raking in whatever they can and then the fourth shines a light on this (not in the way he intended) we see “Take OpenAI, the ChatGPT maker that set off the AI race in late 2022. Its CEO Sam Altman has said the company is making $20 billion in revenue a year, and it plans to spend $1.4 trillion on data centers over the next eight years. That growth, of course, would rely on ever-ballooning sales from more and more people and businesses purchasing its AI services.” Did you see the setting. He is making 20 billion and investing $1.4 trillion, now that represents a larger slice and the 20 billion is likely to make more (perhaps even 100 billion a year. And now the sides of hammers are slamming into armour. That still will take 14 years to break even and does anyone have any idea how long 14 years is and I reckon that $1.4 trillion represents (at 4.5%) implies that the interest is $63,000,000,000. That is almost the a year of revenue and that is the hopefully glare if he is making 100 billion a year. So what gives with this, because at some point investors make the setting that the formula is off. There is no tax deductibility. That is money that is due, the banks will get their dividend and whomever thinks that all this goes at zero percent is ludicrously asleep and that is before the missing element comes out. 

So then in comes Daron Acemoglu with “A growing body of research indicates most firms are not seeing chatbots affect their bottom lines, and just 3% of people pay for AI, according to one analysis. “These models are being hyped up, and we’re investing more than we should,” said Daron Acemoglu, an economist at MIT, who was awarded the 2024 Nobel Memorial Prize in Economic Sciences.” He comes at this from another angle and gives us that we are investing more than we should. All these firms are seeing the pot at the end of the rainbow, but there is the hidden snag, we learned early in life that the rainbow is the result of sunlight on rainwater and it is always curves t be ‘just’ beyond the horizon and it never hits the ground and there will be no pot of gold at the end of it according to Lucky the Leprechaun (I have his fax number) but that was not the side I am aiming for, but it gives the idiocy we see at present. They are all investing too much into something that does not yet exist, but that is beside the point. There are massive options for DML and LLM solutions, but do you think that this is worth trillions? It follows when we get to “Nonetheless, Amazon, Google, Meta and Microsoft are set to collectively sink around $400 billion on AI this year, mostly for funding data centers. Some of the companies are set to devote about 50% of their current cash flow to data center construction.

Or to put it another way: every iPhone user on earth would have to pay more than $250 to pay for that amount of spending. “That’s not going to happen,” Kedrosky said.” This comes from Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy, and he is right. But that too is not the angle I am going for. But there are two voices, both in their field of vision, something they know and they are seeing the edges of what cannot be contained, one even got a Nobel Memorial Prize for his efforts (past accomplishment) And I reckon all these howling bitches want their government to ‘safe’ them when the bough breaks on these waves. So Andy Jassy, Sundar Pichai, Mark Zuckerberg and Satya Nadella (Amazon, Google, Meta and Microsoft) will expect the tax system to bail them out and there is no real danger to them, they might get fired but they’ll survive this. Andy Jassy is as far as I know the poorest of the lot and he has 500 million, so he will survive in whatever place he has. But that is the danger. The investors and the taxpayers (you and me) get to suffer from this greed filled frenzy. 

But then we get “Analyst Gil Luria of the D.A. Davidson investment firm, who has been tracking Big Tech’s data center boom, said some of the financial maneuvers Silicon Valley is making are structured to keep the appearance of debt off of balance sheets, using what’s known as “special purpose vehicles.””, as well as “The tech firm makes an investment in the data center, outside investors put up most of the cash, then the special purpose vehicle borrows money to buy the chips that are inside the data centers. The tech company gets the benefit of the increased computing capacity but it doesn’t weigh down the company’s balance sheet with debt.” And here we get another failure. It is the failure of the current administration that does not adapt the tax laws to shore up whatever they have for whatever no one has and that is the larger stakeholder in this. We get this in an example in the article stating “Blue Owl Capital and Meta for a data center in Louisiana”, this is only part of the equation. You see, they are ’spreading the love’ around because that is the ‘safe’ setting and they know what comes next. You see the Verge gave us ‘Nvidia says some AI GPUs are ‘sold out,’ grows data center business by $10B in just three months’ (at https://www.theverge.com/tech/824111/nvidia-q3-2026-earnings-data-center-revenue) and that is the first part of the equation. What do you think will power all this? That is the angle I am holding onto. All these data centers will need energy and they will take it away from the people like you and me. And only 4 hours ago we see ‘Nvidia plays down Google chip threat concerns’ and it is all about the AI race, which is as I said non-existent, but the energy required to field these hundreds of thousands of GPU’s is and no one is making a table of what is required to fuel these data centers because it is not on ‘their plate’ but the need for energy becomes real and really soon too. We do not have the surplus to take care of this and when places like Texas give us “Electricity demand is also going up, with much of it concentrated in Texas due to “data centers and cryptocurrency mining facilities,”” with the added “Driving the rise in wholesale prices next year is primarily a projected 45% increase at the Electric Reliability Council of Texas-North pricing hub. “Natural gas prices tend to be the biggest determinant of power prices,” the EIA said. “But in 2026, the increase in power prices in ERCOT tends to reflect large hourly spikes in the summer months due to high demand combined with relatively low supply in this region.”” Now this is not true for the whole world, but we see here a “projected 45% increase” and that is for 2026. So where are these data centers, what are their energy surpluses and what is to come? No one is looking at that, but when any data centre is hit with a brownout, or a partial and temporary drop in voltage in an electrical power supply. When that happens any data centre shuts down, energy is adamant for all its GPU’s and their better not we any issue with energy and I saw this a year ago, so why isn’t the media looking into this? I saw one article that that question was not answered and the media just shoved it aside, but as I see it, it should be on the forefront of any media setting. It will happen and the people will suffer, but as I see it (and mentioned) is that the media is whoring for digital dollars and they need their advertisement money from these 4 places and a few more, all ready for advertisement attention and the media plays ball because they want their digital dollars (as I personally see it).

So whilst the NPR article is quite nice, the one element missing is what makes this bubble rear its ugly head, because too many want their coins for their effort and it is what is required. But what does the audience require? And the audience is you an me dear reader. I have set a lot of my requirements to energy falling short, but there is only so much I can do and it is going to be 32 degrees (celsius) today, so what happens when the energy slows down for 5.56 million people in Sydney? Because the Data centers will make a first demand from their energy providers or they will slap a lawsuit worth billions on that energy provider. And we the people (wherever we are) are facing what comes next. Keeping data centers cool and powered whilst we the people boil in our own homes. As such that is the future I am predicting and people think I am wrong, but did they make the calculation of what these data centers require? Are they seeing the energy shortfalls that are impeding these data centers? And the energy providers will take the money and the contracts because it won’t coexist to this, but that is exactly what we are facing in the short run and the investors? Well, I don’t really care about them, they invested and if you aren’t willing to lose it all with a mere card to help you through (card below), you aren’t a real investor, you are merely playing it safe and in that world there are no bubbles.

Remind me, how did that end in 2008? The speculated cost were set to $16 trillion in U.S. household wealth, and this bubble is significantly larger than the 2008 one and this time they are going all in on money, most of them do not have. So that is what is coming and my fears do not matter, but the setting that NPR gives us all with ‘Here’s why concerns about an AI bubble are bigger than ever’ matters and that is what I see coming.

So have a great day and never trust one source, always verify what you read through other sources. That part was shown to be when we all see (from various sources) that “The United States is on track to lose $12.5 billion in international travel spending this year” whilst my calculations made it between 80 and 130 billion and some laughed at my predictions a few months earlier and I get that. I would laugh too when those ‘economics’ state one amount and I come with a number over 700% larger. I get that, but now (apparently) there is an Oxford economics report that gives us “Damning report says U.S. tourism faces $64 billion blow as Trump administration’s trade wars drive away foreign visitors and cut spending”, so I have that to chase down now, but it shows that my numbers were mostly spot on, at least a lot better than whatever those economics are giving you. So never trust merely one source even if they believe to be on the right track. But that is enough about that and consider why some bubble settings are underexposed and when you see that the NPR gave you three additional angles and missed mine (likely not intentional) consider what those investment firms are overseeing (likely intentional) because the setting that they are willing to lose 100% is ludicrous, they have settings for that and as the government bailed them out the last time, they think it will save them this time too.

Have a great day today, I need an ice cream at 4:30 in the morning. I still have some, so yay me.

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November 24, 2025 · 20:46

The call of reality

That is what seems to be happening. The first one was a simple message that Oracle is doom headed according to Wall Street (I don’t agree with that), but it made me take another look and to make it simpler I will look at the articles chronologically. 

The first one was the Wall Street Journal (4 days ago), with ‘Oracle Was an AI Darling on Wall Street. Then Reality Set In’ (at https://www.wsj.com/tech/oracle-was-an-ai-darling-on-wall-street-then-reality-set-in-0d173758) with “Shares have lost gains from a September AI-fueled pop, and the company’s debt load is growing” with the added “Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Oracle has been one of the companies hardest hit” but here is the larger setting. As I see it, these stocks are manipulated by others, whomever they are Hedge funds and their influencers and other parties calling for doom all whilst the setting of the AI bubble are exploiters by unknown gratifiers of self. I know that this sounds ominous and non specific, but there is no way most of us (including people with a much higher degree of economic knowledge than I will ever have) And the stage of bubble endearing is out there (especially in Wall Street) then 14 hours ago we get ‘Oracle (ORCL): Evaluating Valuation After $30B AI Cloud Win and Rising Credit Risk Concerns’ (at https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-evaluating-valuation-after-30b-ai-cloud-win-and/amp) where we see “Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism, Oracle’s 1-month share price return of -29.9% and a year-to-date gain of 19.7% tell the story: momentum has faded sharply in the near term. However, the 1-year total shareholder return still sits at 4.4% and its five-year total return remains a standout at nearly 269%. This combination of volatility and long-term outperformance reflects a market grappling with Oracle’s rapid strategic shift, balance sheet risks, and execution on new contracts.” I am not debating the numbers, but no one is looking to the technology behind this. As I see it places like Snowflake and Oracle have the best technology for these DML and LLM solutions (OK, there are a few more) and for now, whomever has the best technology will survive the bubble and whomever is betting on that AI bubble going their way needs Oracle at the very least and not in a weakened state, but that is merely my point of view. So last we get the Motley Fool a mere 7 hours ago giving us ‘Billionaire David Tepper Dumped Appaloosa’s Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform’ (at https://www.fool.com/investing/2025/11/23/billionaire-david-tepper-dumped-appaloosas-stake-i/) we see “Billionaire David Tepper’s track record in the stock market is nothing short of remarkable. According to CNBC, the current owner of the Carolina Panthers pro football team launched his hedge fund Appaloosa Management in 1993 and generated annual returns of at least 25% for decades. Today, Tepper still runs Appaloosa, but it is now a family office, where he manages his own wealth.” Now we get the crazy stuff (this usually happens when I speculate) So this gives us a person like David Tepper who might like to exploit Oracle to make it seem more volatile and exploit a shortening of options to make himself (a lot) richer. And when clever people become self managing, they tend to listen to their darker nature. Now I could be all wrong, but when Wall Street is going after one of the most innovative and secure companies on the planet just to satisfy the greed of Wall Street, I get to become a little agitated. So could it all be that Oracle was drawn into the ‘fab’ and lost it? No, they clearly stated that there would be little return until 2028, a decent prognosis and with the proper settings of DML and LLM finding better and profitable ways by 2027 to find revenue making streams is a decent target to have and it is seemingly an achievable one. In the meantime IBM can figure out (evolve) their shallow circuits and start working on their trinary operating system. I have no idea where they are at present, but the idea of this getting ready for a 2040 release is not out of the question. In the meantime Oracle can fill the void for millions of corporations that already have data, warehouses and form settings. Another are plenty of other providers of data systems.

So when we are given “The tech company Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI), thanks to its specialized data centers that contain huge clusters of graphics processing units (GPUs) to train large language models (LLMs) that power AI.

In September, the company reported strong earnings for the first quarter of its fiscal 2026, along with blowout guidance. Remaining performance obligations increased 359% year over year to $455 billion, as it signed data center agreements with major hyperscalers, including OpenAI.”

So whilst we see “Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI)” we need to take a different look at this. Oracle was never a strong beneficiary of AI, it was a strong vendor with data technologies and AI is about data and in all of this, someone is ‘fitting’ Oracle into a stage that everyone just blatantly accepts without asking too many questions (example the Media). With the additional “to train large language models (LLMs) that power AI”, the hidden gem is in the second statement. AI and LLM are not the same, You only partially train real AI, this is different and those ‘magnificent seven’ want you to look away from that. So, when was the last time that you actually read that AI does not yet exist? That is the created bubble and players like Oracle are indifferent to this, unless you spike the game. It has stocks, it has options and someone is turning influencers to their own use of greed. And I object to this, Oracle has proven itself for decades, longer than players like Microsoft and Google. So when we see ‘Buying the sector that Wall Street is bullish on’ we see another hidden setting. The bullishness of Wall Street. Do you think they don’t know that AI is a non-existing setting? So why go after the one technology that will make data work? That setting is centre in all this and I object those who go after Oracle. So when you answer the call of reality consider who is giving you the AI setting and who is giving you the DML/LLM stage of a data solution that can help your company.

Have a great day we are seemingly all on Monday at present. 

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November 23, 2025 · 10:29

Driving the herds

OK, I am over my anger spat from yesterday (still growling though) and in other news I noticed that Grok (Musk’s baby) cannot truly deal with multidimensional viewpoints, which is good to know. But today I tried to focus on Oracle. You know whatever AI bubble will hit us (and it will) Oracle shouldn’t be as affected as some of the Data vendors who claim that they have the golden AI child in their crib (a good term to use a month before Christmas). I get that some people are ‘sensitive’ to doom speakers we see all over the internet and some will dump whatever they have to ‘secure’ what they have, but the setting of those doom speakers is to align THEIR alleged profit needs to others dumping their future. I do not agree. You see Oracle, Snowflake and a few others offer services and they are captured by others. Snowflake has a data setting that can be used whether AI comes or not, whether people need it or not. And they will be hurt when the firms go ‘belly up’ because it will count as lost revenue. But that is all it is, lost revenue. And yes both will be hurting when the AI bubble comes crashing down on all of us. But the stage that we see is that they will skate off the dust (in one case snow) and that is the larger picture. So I took a look at Oracle and behold on Simple Wall Street we get ‘Oracle (ORCL) Is Down 10.8% After Securing $30 Billion Annual Cloud Deal – Has The Bull Case Changed?’ (At https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-is-down-108-after-securing-30-billion-annual-clo) With these sub-line points:

  • Oracle recently announced a major cloud services contract worth US$30 billion annually, set to begin generating revenue in fiscal 2028 and nearly tripling the size of its existing cloud infrastructure business.
  • This deal offers Oracle significantly greater long-term growth visibility and serves as a major endorsement of the company’s aggressive cloud and artificial intelligence strategy, even as investors remain focused on rising debt and credit risks.
  • We’ll examine how this multi-billion-dollar cloud contract could reshape Oracle’s investment narrative, particularly given its bold AI infrastructure expansion.

So they triple their ‘business’ and they lose 10.8%? It leads to questions. As I personally see it, Wall Street is trying to insulate themselves from the bubble that other (mostly) software vendors bring to the table. And Simply Wall Street gives us “To believe in Oracle as a shareholder right now is to trust in its transformation into a major provider of cloud and AI infrastructure to sustain growth, despite high debt and reliance on major AI customers. The recent announcement of a US$30 billion annual cloud contract brings welcome long-term visibility, but it does not change the near-term risk: heavy capital spending and dependence on sustained AI demand from a small set of large clients remain the central issues for the stock.” And I can get behind that train of thought, although I think that Oracle and a few others are decently protected from that setting. No matter how the non existent AI goes, DML needs data and data needs secure and reliable storage. So in comes Oracle in plenty of these places and they do their job. If 90% business goes boom, they will already have collected on these service terms for that year at least, 3-5 years if they were clever. So no biggy, Collect on 3-5 years is collected revenue, even if that firm goes bust after 30 days, they might get over it (not really). 

And then we get two parts “Oracle Health’s next-generation EHR earning ONC Health IT certification stands out. This development showcases Oracle’s commitment to embedding AI into essential enterprise applications, which supports a key catalyst: broadening the addressable market and stickiness of its cloud offerings as adoption grows across sectors, particularly healthcare. In contrast, investors should be aware that the scale of Oracle’s capital commitment brings risks that could magnify if…” OK, I am on board with these settings. I kinda disagree, but then I lack economic degrees and a few people I do know will completely see this part. You see, I personally see “Oracle’s commitment to embedding AI into essential enterprise applications” as a plus all across the board. Even if I do believe that AI doesn’t exist, the data will be coming and when it is ironed out, Oracle was ready from the get go (when they translate their solutions to a trinary setting) and I do get (but personally disagree) with “the scale of Oracle’s capital commitment brings risks that could magnify if”. Yes, there is risk but as I see it Oracle brings a solution that is applicable to this frontier, even if it cannot be used to its full potential at present. So there is a risk, but when these vendors pay 5 years upfront, it becomes instant profit at no use of their clouds. You get a cloud with a population of 15 million, but it is inhabited by 1.5 million. As such they have a decade of resources to spare. I know that things are not that simple and there is more, but what I am trying to say is that there is a level of protection that some have and many will not. Oracle is on the good side of that equation (as is Snowflake, Azure, iCloud, Google Gemini and whatever IBM has, oh, and the chips of nVidia are also decently safe until we know how Huawei is doing. 

And the setting we are also given “Oracle’s outlook forecasts $99.5 billion in revenue and $25.3 billion in earnings by 2028. This is based on annual revenue growth of 20.1% and an earnings increase of $12.9 billion from current earnings of $12.4 billion” matters as Oracle is predicting that revenue comes calling in 2028, so anyone trying to dump their stock now is as stupid as they can be. They are telling their shareholders that for now revenue is thimble sized, but after 2028 which is basically 24 months away, the big guns come calling and the revenue pie is being shared with its shareholders. So you do need brass balls to do this and you should not do this with your savings, that is where hedge funds come in, but the view is realistic. The other day I saw Snowflake use DML in the most innovative way (one of their speakers) showed me a new lost and found application and it was groundbreaking. Considering the amounts of lost and found is out there at airports and bus stations, they showed me how a setting of a month was reduced to a 10 minute solution. As I saw it, places like Dubai, London and Abu Dhabi airport could make is beneficial for their 90 million passengers is almost unheard of and I am merely mentioning three of dozens upon dozens of needy customers all over the world. A direct consequence of ‘AI’ particulars (I still think it is DML with LLM) but no matter the label, it is directly applicable to whomever has such a setting and whilst we see the stage of ‘most usage fails in its first instance’ this is not one of them and as such in those places Oracle/Snowflake is a direct win. A simple setting that has groundbreaking impact. So where is the risk there? I know places have risks, but to see this simple application work shows that some are out there showing the good fight on an achievable setting and no IP was trained upon and no class actions are to follow. I call that a clear win.

So, before you sell your stock in Oracle like a little girl, consider what you have bought and consider who wants you to sell, and why, because they are not telling you this for your sake, they have their own sake. I am not telling you to sell anything. I am merely telling you to consider what you bought and what actual risks you are running if you sell before 2029. It is that simple.

Have a great day (yes Americans too, I was angry yesterday), These bastards in Vancouver and Toronto are still enjoying their Saturday. 

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November 22, 2025 · 15:40

When consumed by anger

This happens to all of us, you, me, everybody with a soul and a decent setting towards ethical boundaries. So when I heard yesterday about the Ukrainian setting, I kinda lost it, but I refrained from acting until I had most of the evidence.

First there is ABC (at https://www.abc.net.au/news/2025-11-22/volodymyr-zelesnkyy-says-us-peace-plan-difficult-choice-ukraine/106039966) giving us ‘Volodymyr Zelenskyy says Ukraine faces choice of losing dignity or US backing, Trump gives a week for decision’, so Russians bombing civilians he gives 10 days (a few times) and this setting gets a mere week. Summarized (by ABC) we see:

  • Ukrainian President Volodymyr Zelenskyy vowed he would not betray his country’s national interest, as he addressed news of a US-led peace plan to end Russia’s war. 
  • The 28-point plan that America has presented to Ukraine endorses some of Moscow’s demands and leaves security guarantees for Kyiv vague.
  • Mr Zelenskyy has said Ukraine now faces the difficult choice to either “losing dignity or risk losing a major partner”. 

And we get in addition “after the US presented Kyiv with a peace plan that endorses key Russian demands. Speaking in the street outside his office, a location he uses only rarely for major addresses, the Ukrainian president said his country was trying to preserve its freedom while retaining the support of its most important ally.”

This is where I kinda lost it. This president Joker (his new nick name), this 6 times loser hands a helping hand to Russia?

  • He sided with Russia (Against Ukraine)
  • He threatened members of congress with hanging. (Sens. Elissa Slotkin of Michigan, Mark Kelly of Arizona, Reps. Jason Crow of Colorado, Chris Deluzio and Chrissy Houlahan of Pennsylvania and Maggie Goodlander of New Hampshire)
  • He is pressuring Canada (51st state remarks for a start)
  • He is allegedly illegally attacking nations with tariffs
  • He is a convicted felon (on over 25 counts)
  • He failed the American Economy (Tourism)

I am now calling on the Swedish Nobel committee to deny him any awards (especially the peace price) for the rest of his life. A person of this setting should not be awarded anything (except a dunce cap) Furthermore I call on any Commonwealth nation and any EU nation to give support to the Ukraine as best as you possibly can. I released several IP parts that could end Russian nuclear reactors as well as sink their naval capacity. I also have an option to take away their airfare in a new and innovative way, but that is still in the works. Russia has over 1,000 airports and I figured on a drone setting that could end that nice setting to the bulk of them, what a lovely surprise it would be if these ‘supersets’ cannot take of, a slim setting, but there you have it. DARPA was so set on finding military solutions that they seemingly forgot about the other weaknesses the airforce tend to have.

More important is the message that I and many like me support President Volodymyr Zelenskyy and the Ukrainian people, on a lighter note, who would not support this Paddington bear (2014, 2017) when it comes to it. 

And the setting that Washington gave the Ukraine, that they agreed with Russia without Ukraine is a “Washington has presented Kyiv with a 28-point plan, which calls for Ukraine to cede territory, accept limits to its military and renounce ambitions to join NATO”, so how about limit Russian forces by making 1,000 airfields unusable? How about making naval options (including merchant navy) options obsolete and redundant? And how about NATO gets to Ukraine in the next 7 days? I reckon this is only possible with British, Dutch and German forces coming together on this. France will become the buffer army for European territory. 

Am I angry enough? Well, I still have the option to making the nuclear reactors meltdown on itself and that if functional could give the Russian people a new consideration of cold, February should be frisky in Russia, so there we have it, I might not be some kind of Sylvester Stallone, but I used to be a decent marksman and there is nothing wrong with my innovative creativity, so let’s have fun on this and after that all barrels will be pointed on America for siding with Russia. I am calling for a complete segregation of economic assistance of America. Good and services. Canada is doing its part, lets see what the rest can do. When no one hands them oil, their own oil will support them and that is costing them dearly. There is no need to export their oil and get cheap oil abroad. They can all fuel themselves in America. 

I am actually this angry. If you are not an American, have a great day.

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November 20, 2025 · 10:10

This is weird

I find myself standing up for Microsoft, I know its weird. They have screwed the pooch more than once, but the headline in the Guardian (at https://www.theguardian.com/society/2025/nov/19/microsoft-nhs-uk-contracts-public-sector-procurement) gives us ‘Microsoft has ‘ripped off the NHS’, says MP amid call for contracts with British firms’, now lets be clear. Microsoft has done many things, but ripping people off is beneath them. If a rippable offence is in play, someone put their autograph (aka John Hancock) on that dotted line. And where is the evidence? And we are pointed to Samantha Niblett, the Labour MP for South Derbyshire, who laughs with a pretty smile and that is all she seemingly does. The evidence given “a five-year deal with the NHS to provide productivity tools reportedly worth over £700m, while the wider government spent £1.9bn on Microsoft software licences in the 2024-25 financial year alone.” Is this evidence? What the hell are you up to Katharine Viner? As editor of the Guardian, this trash should not be in your newspaper, or on the website. At least hand this setting with proper evidence. So as we are also given and that Labour Nibbler gives us “I know for a fact how Microsoft have ripped off the NHS.” But at that point we get “did not provide further evidence, but when the committee chair, Chi Onwurah, voiced surprise at the claim” and to that I say. Miss Niblett, on December 31st 2016 I reported in the story ‘This last day’ (at https://lawlordtobe.com/2016/12/31/this-last-day/) which was 9 years ago, and you might have been too young to be in politics. But Labour (as well) spend £11.2 billion on a NHS IT project, which amounted to nothing and I reckon it might have been a really big amount of money for nothing. So, are we seeing a second setting to all this and you want to blame Microsoft? Can we see the contracts of understanding? Microsoft does a lot, but they wrap it in contracts which in this case the labour administration under Sir Keir Rodney Starmer is confronted with. 

Then we get “After describing the government’s multibillion-pound deals with Microsoft, Niblett said it “speaks to the … power of Microsoft to lock in public sector … customers and then sort of entice them with cheap deals, and then you’re locked into a contract and then you’re charged exponential amounts” So Microsoft does plenty wrong, but this pat they tend to get right and who signed for these contracts? Was it you? And these contracts also give a correct setting of the amounts. That is how business is done and it is done all over the world. 

And it is then that we get the hidden gem that some were trying to hide “MPs on the select committee said the UK needed to develop greater “sovereign” technology capacity, award more contracts to smaller, local providers, and be less reliant on deals that resulted in government departments becoming locked into services with US firms. Explaining more about her understanding of Microsoft’s deals with the government, Niblett said: “I have heard that Defra [the Department of Food and Rural Affairs] recently signed a contract renewal for Windows 10, which is now out of date. And that has now resulted in them having to pay more for security checks because they’re using a very, very old version of Windows.” There is more than one issue. In the first there is “I have heard” is not evidence, evidence is the contract that Defra signed. Who signed it, was it a valid contract? And then we get “recently signed a contract renewal for Windows 10”, how recent was it signed? Some women claim to they got recently pregnant, but that accident is now 4 years old and as it is given “Windows 10 is a Microsoft operating system that is now out of support as of October 14, 2025”, so does that contract entitle these users to upgrade to Windows 11? The one part that matters is seemingly “becoming locked into services with US firms” which is a valid UK setting, but that is depending on a time set strategy and getting into the strategy AFTER the contract is signed implies you are stuck with the contract, that might not be in the best interest of the Labour administration, but that is not the priority of Microsoft, their part is the contract and adhering to what was signed. So was there any transgression by Microsoft? It is a simple question and the setting of ‘ripped off’ implies they made a booboo and as such that evidence must be given in evidence. Is there any chance that one of more contracts have your autograph as you worked in the data and technology sector before being elected to parliament in 2024, so will we find contracts, possibly with your name on it? Will it show a transgression by Microsoft, or a sloppy mistake by the labour representative who signed it? Simple questions and simple settings that Katharine Viner should see coming a mile away?

Have a great day and if you get the mug below, make sure that coffee is millennium proof, version proof and proofed for 61 degrees celsius liquids. You can test it by putting your finger in the coffee and if you go ‘ouch’ it is probably hot enough.

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November 19, 2025 · 16:47

I lost my marbles

Like Poodles, I seem to have misplaced my marbles. AKA I lost them completely. Now only 9 hours ago I shouted that I am sick of the AI bubble, but a few minutes ago I got called back into that fray. You see, I was woken up by an image.

This is the image and it gives us ‘Oracle’s $300bn OpenAI deal is now valued at minus $74bn’ there is no way this is happening. You see, I have clearly stated that the bubble is coming. But in this, Oracle has a set state of technologies it is contributing. As such, where is the bubble blowing up in the face of OpenAI and Microsoft? In this, the Financial Times (at https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89) is giving us ‘Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal’. So where is the damager to the other two? We are given “OK, yes, it’s a gross simplification to just look at market cap. But equivalents to Oracle shares are little changed over the same period (Nasdaq Composite, Microsoft, Dow Jones US Software Index), so the $60bn loss figure is not entirely wrong. Oracle’s “astonishing quarter” really has cost it nearly as much as one General Motors, or two Kraft Heinz. Investor unease stems from Big Red betting a debt-financed data farm on OpenAI, as MainFT reported last week. We’ve nothing much to add to that report other than the below charts showing how much Oracle has, in effect, become OpenAI’s US public market proxy:” There might be some loss on Oracle (if that happens) and later on we were given (after a stack of graphics, see the story for that) “But Oracle is not the only laggard. Broadcom and Amazon are both down following OpenAI deal news, while Nvidia’s barely changed since its investment agreement in September. Without a share price lift, what’s the point? A combined trillion dollars of AI capex might look like commitment, but investment fashions are fickle.” And in this, I still have doubts on the reporting side of things. From my own feelings (not hard core numbers) that Oracle and Amazon are the best players to survive this as their technology is solid. When AI does come, they are likely the only two to set it right and the entire article goes out of its way to mention Microsoft. But in all this Microsoft has made significant investments in OpenAI and has rights to OpenAI’s Intellectual Property (IP). This comes down to Microsoft holding a stake in OpenAI’s for-profit arm, OpenAI Group PBC, valued at approximately $135 billion, which represents about 27% of the company. So how is Microsoft not mentioned? 

As such how come Oracle is underwater? Is it testing scuba gear? And if the article is indeed true, what is the value of OpenAI now? Because that will also drown the 27% of it (holding the name Microsoft) and that image is missing from that equation. If this is the bubble bursting, which might be true (a year before I predicted it) then it stands to rights that this is also impacting Amazon, Google, IBM, Microsoft and OpenAI. As such this article seems a little far fetched, a little immature and largely premature by now naming all the players in this game. I personally thought that Oracle would be one of the winners in all of this, or better stated a smallest loser in this multi trillion bubble.

So what gives?
And in this I might be incorrect and largely missing the point, but a write-off to the amount of nearly half a trillion dollars has more underwriters and mentioning merely Oracle is a little far fetched, no matter how fashionable they all seem to be and for that matter as Microsoft has been ‘advocating’ their copilot program, how deep are they in? Because the Oracle write-off will be squarely in the face of that Nadella dude. As he seemingly already missed the builder.ai setting, this might be the one ending his career and whatever comes next might want to commit suicide instead of accepting whatever promotion is coming his way. (I know it is a dark setting) but the image is a little disconcerting at present. And the images that the Financial Times give us, like the Hyperscaler capex, show Microsoft to be 3 times in deeper water than Oracle is, so why aren’t they mentioned in the text? And in those same images Amazon are in way over their heads and that is merely the beginning of a bubble going sideways on everyone. As such, is this a storm in a cup of water? If that is so, why is Oracle underwater? And there is ample reason to see me as a non-economist, I never was on wanted to be one. But the media as gives raises questions. And I agree, Oracle is on a long way to break even, but if they do not, neither are Amazon, Microsoft and OpenAi and that part is seemingly missing too. If anything, Larry Ellison could pay the shortcomings with his petty cash (he allegedly has 250,000 million) that is how own die and the others won’t even come near that amount. 

So whilst we wait for someone to make sense of this all, we need to walk carefully and not panic, because these settings tend to be the stage where the panicky people sell what they can for dimes to the dollar and that is not how I want to see players like Microsoft jump that shark. This is not any kind of anti-Microsoft deal, it is them calling the others not innovative whilst there isn’t a innovative bone in that cadaver. So whilst we want to call the cards. The only thing I do is calling the cards of the Financial Times and likewise reporting media calling out the missing settings of loss towards Microsoft and OpenAI. It is the best I can do, I know an economic major who could easily do that, but he is busy running Canada at the moment.

Have a great day and I apologize for causing an optional panic, which was not my intention.

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November 18, 2025 · 11:34

A story to consider

That is the setting and it is all based on a story. As I see it, it could be a script. A script not written as a technicolor setting in the likes of The Bourne Identity with the one and only Jason Damon. No not like that, it is more like a documentary that his brother Matt Damon narrated in 2010. The movie Inside Job. You see, it is not about the story, it becomes about the narration and the storyline and people look at a documentary differently when it involves people like Bruce Wayne and Tony Stark. Yes, the story can be wielded in many ways. So as we recall the setting of September 14th 2019 where Houthi ‘forces’ attacked Aramco. It was immediately clear that Houthi forces could not have facilitated to that. They lacked infrastructure, trained personal and technical know how to do this. In the end there were three options and I came to the conclusion that Iran and their IRGC were the culprits. So my mind went considering the innovations available to me (my nog) and I came to a few innovations that at that time were merely on a drawing board. So here it is the story of Master Blaster DJ Intelligence and the scoundrel settings of tomorrow. Quite the narration isn’t it?

So as the DJ takes up the mic to blast a few settings. We see that innovation was not standing still. First there was the drone carrier and a reaper drone. The reapers could drop of each two careers at a safe distance. Then the carriers took over and they went on their merry way to deliver the drones. They were also the eyes for an overseer, all whilst the reapers went ack on their merry way. The carriers were strategically placed and from there the drones (six per carrier) were released. So as these drones are set to a target, and for the most it is set via satellite pictures and from there, the drones would be released. The automatic setting would do most of the job, but at times it needs a human eye as pictures can only see so much. And there we have it, The Abadus refinery

A setting we know that it is the largest refinery that Iran has. And now we see 9 targets, each get hit by two drones, explosive drones. And the mess that Iran is settled with is not to be seen as enviable. Basically 18 drones at $4K per drone, a little over $70K will cause billions of damage and the impact of that is seen all over Iran. As such the setting that the IRGC opened themselves up to is not the prettiest sight, it is a setting where a refinery pushing out 429,000 barrels per day and the oldest refinery, taking care of 25% of the fuel production will take millions, if not billions in damage and that is setting Iran back for decades. If there is a second refinery, like the Bandar Abbas Refinery you could cripple Iran for years (optionally) and also production comes at a stand still. So, do you still think attacking Aramco was a good idea? You see, two can play that game and I have plenty of innovative ideas in that regard. Take the reaper drones where two of them could release two careers each and they have up to 6 drones and not all are explosive drones. 1-2 could be spy drones who land at a seldom looked location and spy on the surroundings. And whilst the two reaper drones fly back to load up 4 more carrier drones you could hit both Abadus and Bandar Abbas in that same instance. Just the innovative me tinkering with ideas. 

I wonder how deep that setting exists? You see, they want to do it all, but if the distance is too great, the reaper drones are a safe way to get them to nearby whilst the carrier drones do the last 10% of the trip and release the drones of war. And that story would sound great as the voice of Master blaster DJ Intelligence (go practice you voice Matt). And that setting is an optional new way to bring a story and I reckon that the Saudi’s and in particular Al Saudiya TV would love to bring that story to the Saudi’s. Yes, there was a greed setting, but never in the way you think it was. Entertainment set in motion through the setting of a documentary. I don’t think I have seen that before (the Blair Witch project does not count). And it is all done in the setting of entertainment. The IRGC has been entertaining its population through Hezbollah and Hamas long enough. Time to give them a little entertainment themselves and it tends to come from a direction you never see coming. 

So, what do you say Mr Damon, you on board for this? Have a great day, I am off enjoying my own kind of oil, it is called coffee. 

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November 17, 2025 · 17:07

Is it one or the other?

That is the question I had today/this morning. You see, I saw a few things happen/unfold and it made me think on several other settings. To get there, let me take you through the settings I already knew. The first cog in this machine is American tourism. The ‘setting’ is that THEY (whoever they are) expect a $12.5 billion loss. The data from a few sources already give a multitude of that, the airports, the BNB industry and several other retail settings. Some give others the losses of 12 airports which goes far beyond the $12.5 billion and as I saw it that part is a mere $30-$45 billion, its hard to be more precise when you do not have access to the raw numbers. But in a chain trend Airfares, visas, BNB/hotels, snacks/diversities, staff incomes I got to $80-$135 billion and I think that I was being kind to the situation as I took merely the most conservative numbers, as such the damage could be decently more. 

This is merely the first cog. Second is the Canadian setting of fighters. They have set their minds on the Saab Gripen s such I thought they came for

Silly me, Gripen means Griffin and a Hogwarts professor was eager to assist me in this matter, it was apparently 

Although I have no idea how it can hide that proud flag in the clouds. What does matter that it comes with “SAAB President and CEO Micael Johansson told CTV News that the offer is on the table and Ottawa might see a boost in economic development with the added positions. The deal could be more than just parts and components; Canada may even get the go-ahead to assemble the entire Gripen on its soil.” (Initial source: CTV news) this brings close to 10,000 jobs (which was given by another source) but what non-Canadian people ‘ignore’ is that this will cost the American defense industry billions and when these puppies (that what they call little Griffins) are built in Canada, more orders will follow costing the American Defense industry a lot more. So whilst some sources say that “American tourism is predicted to start a full recovery in 2029” I think that they are overly confident that the mess this administration is making is solved by then. I think that with Vision 2030 and a few others, recovery is unlikely before 2032. And when you consider The news (at https://www.thetravel.com/fifa-world-cup-2026-usa-tourist-visa-integrity-fee-100-day-wait-time-warning-us-consul-general/) by Travel dot com, giving us ‘FIFA World Cup 2026 Travelers Warned Of $435 Fee And 100-Day Delay By U.S. Consul General’ that there is every chance that FIFA will pull the 2026 setting from America and it is my speculation that Yalla Vamos 2030 might be hosting the 2026 and leave 2030 to whomever comes next, which is Saudi Arabia, the initial thought is that they might not be ready at that time, but that is mere speculation from me and there is a chance (a small one) that Canada could step in and do the hosting in Vancouver, Toronto and Ottawa, but that would be called ‘smirking speculation’ But the setting behind these settings is that Tourism will likely collapse in America and at that point the Banks of Wall Street will cancel the Credit Cards of America for a really long time and that will set in motion a lot of cascading events all at the same time. Now if you would voice that this would never Tom’s Hardware gave us last week ‘Sam Altman backs away from OpenAI’s statements about possible U.S. gov’t AI industry bailouts — company continues to lobby for financial support from the industry’ If his AI is so spectastic  (a combination of Fantastic and Spectacular) why does he need a bailout? And when we consider this. Microsoft once gave the AI builder a value of a billion dollars and they blew that in under a year on over 600 engineers. So why didn’t Microsoft see that? 600 engineers leave a digital footprint and they have licensed software. Microsoft didn’t catch on? And as we see the ‘unification’ of Microsoft and OpenAI have a connection. Microsoft has an investment in the OpenAI Group PBC valued at approximately $135 billion, representing a 27% stake. So there is a need to ask questions and when that bubble goes, America gets to bail that Windows 3.1 vendor out.

As I see it, don’t ever put all your eggs in one basket and at this point America has all the eggs of its ‘kingdom’ in one plastic bag and it reckon that bag is showing rips and soon enough the eggs fall away into an abyss where Microsoft can’t get to it. The resources will flee to Google, IBM, Amazon and a few other places and it is the other places that will reap havoc on the American economy. So when the tally is made, America has a real problem and this administration called the storm over its own head and I am not alone feeling this way. When you consider the validation and verification of data, pretty much the first step in data related systems you can see that things do not add up and it will not take long for others to see that too. And in part the others will want to prove that THEIR data is sweet and the way they do that is to ask questions of the data of others. A tell tale sign that the bubble is about to implode and at present it is given at ‘Global AI spend to total US$1.5 trillion’ (source: ARNnet) but that puppy has been blown up to a lot more as the speculators that they have a great dane, so when that bubble implodes it will cost a whole lot of people a lot of money. I reckon that it will take until 2026/2027 to hit the walls. Even as Forbes gave us less than 24 hours ago ‘OpenAI Just Issued An AI Risk Warning. Your Job Could Be Impacted’ and they talk about ASI (too many now know that AI doesn’t exist) where we see “Superintelligence is also referred to as ASI (artificial superintelligence) which varies slightly from AGI (artificial general intelligence) in that it’s all about machines being able to exceed even the most advanced and highly gifted cognitive abilities, according to IBM.” And we also get “OpenAI acknowledges the potential dangers associated with advancing AI to this level, and they continue by making it clear what can be anticipated and what will be needed for this experiment to be a safe success” so these statements, now consider the simple facts of Data Verification and Data Validation, when these parts are missing any ‘super intelligence’ merely comes across as the village idiot. I can already see the Microsoft Copilot advertisement “We now offer the copilot with everyones favourite son, the village idiot Clippy II” (OK, I am being mean, I loved my clippy in the Office 95 days) but I reckon you are now getting clued in to the disaster that is coming? 

It isn’t merely the AI bubble, or the American economy, or any of these related settings. It is that they are happening almost at the same time, so a nasdaq screen where all the firms are shown in deep red showing a $10 trillion write-off is not out of the blue. That setting better be clear to anyone out there. This is merely my point of view and I might be wrong to read the data as it is, but I am not alone and more people are seeing the fringe of the speculative gold stream showing it Pyrite origins. Have a great day it is another 2 hours before Vancouver joins us on this Monday. Time for me to consider a nice cup of coffee (my personal drug of choice).

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