Category Archives: IT

April 25, 2026 · 23:45

Accusation without evidence

That is the path I saw today on the BBC (at https://www.bbc.com/news/articles/cpqxgxx9nrqo), now hear me out. Even as we are being told ‘White House memo claims mass AI theft by Chinese firms’ we have to acknowledge that it comes from that same place that gave us that “‘someone’ claimed “$18 trillion” in new investments”, “prices are down” and “Ukraine for starting the war with Russia, suggesting they should have surrendered territory to avoid it” as such I am willing to disbelief this. Also China has DeepSeek and it does so (it’s speculations) at a fraction of the cost.

And whilst we are getting “The White House has said it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology. Michael Kratsios, Director of Science and Technology Policy, wrote in an internal memo that the administration had new information indicating “foreign entities, principally based in China” were exploiting American firms.” My mind goes not different directions. The first being:

If you have shattering IP valued at billions of dollars you have proper cyber security installed. That is merely my thought, others might have another opinion. 

My mind is racing towards a different setting. You see, OpenAI and its ‘co-conspirators’ are not delivering on the premise that gave too many people well over half a trillion dollars want to see return on investment and none is coming and now (not unlike the concept sellers in the 90’s) they need a blamable party. So what is easier than to blame China? Now, I am not saying that China is innocent, but in all this one might need evidence to make a case and none of it seems to be coming. As such we are given ““foreign entities, principally based in China” were exploiting American firms. Through a process called “distilling”, such firms are essentially copying AI technology developed by US companies, he said.” OK, I’ll bite, so where is the evidence? Why, if this distilling is a problem are these outputs not better protected, so there is no ‘distilling’? Simple question, perhaps when Oracle was needed, the cheapskates decided to rely on Azure? I have no idea, I am merely offering options as the evidence is clearly lacking. 

So whilst the article ens with “While Kratsios did not name any foreign entities, leading AI companies like OpenAI and Anthropic have said they are dealing with such distillation activity.” I reckon that the distillation culprits like House Spirits Distillery and Angostura Distillery were made exempt? 

You think that I am making a funny and I was, but this has been going on for months and these so called high priced (fake) AI corporations have been absent in their cyber security? How does this distilling happen? All things missing from the BBC article and are unlikely on the mind of the White House as the article seems to imply it comes from the very beginning where we saw “it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology” you see, the first part would be ‘How did they achieve this?’ Which we do not see and the state of cyber security we don’t see either, both seem rather obvious in that setting. 

So as I said China might not be innocent, but in that same setting we see that the United States and their (fake) AI firms are apparently clueless. Don’t take my word for it, just look at the scraps on this table and see where the crumbs aren’t dealt with and I see no part in all this that shouts ‘China is guilty’ that would require actual evidence. So if that is seemingly is not required counter the idea of this AI scheme to be the part of a scam to wipe out trillions on the exchange, which might be the case, but the setting of ‘no evidence’ is apparently in effect and that goes both ways. As I see it, someone wants to see evidence of AI and whilst they invested billions, there is a greed driven setting that the profits all go to China as they stole the plans, but is that really so? Even distilled plans need refinement and the source data is missing. So, how would they proceed? The setting does not make complete sense to me. Any innovation requires a foundation, even DeepSeek would like to have one, or it is simply a sifting solution and the power remains with these innovative wannabe’s (sorry, a paraphrased term).

So have a great day and wonder why the accusation was made, because that setting is likely to be in dollar numbers and where is that money now? Have a great day.

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April 23, 2026 · 07:30

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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April 20, 2026 · 07:11

The bare numbers

Politico gave us less than I day ago that Iran fired over 90% of its missiles and drones on civilian infrastructure targets. With ‘UAE official: More than 90% of Iran’s targets were civilian infrastructure’ (at https://www.politico.com/news/2026/04/19/united-arab-emirates-iran-civilian-infrastructure-00880064) we see a few facts. The first is the absolute worthlessness of António Guterres, Secretary-General of the United Nations and from me there is no reason to call him ‘His Excellency’, his silence on this matter is deafening. We are given “Reem Al Hashimy, the UAE’s minister of state for international cooperation, said during a Sunday morning appearance on ABC’s “This Week” that Iran was seeking to destroy the UAE’s “model of prosperity and tolerance.” With the additional ““We used our oil wealth to build an economic powerhouse. They used their wealth for nuclear programs that are nefarious, for missiles, drones, proxies, etc.,” she told host Jonathan Karl. “So whereas we tried to become and have become an international, global, responsible player, they are a pariah state. And they wanted to break that model, but they underestimated our resolve.” The UAE has faced a barrage of attacks from Iran since the U.S. and Israel launched joint attacks on Iran in late February. While the Gulf state, like many of its neighbors, initially opposed the war, it has since shifted its tone as it considers how to avoid the breakout of a larger regional war.”

It seems to me that the United Nations is failing is plenty of ways, but perhaps they are busy playing host to another mission at present.  He ends with “Asked if she harbored concerns about Trump’s threats, Al Hashimy said the UAE believes that “maximum pressure” is necessary to move forward, while cautioning against civilian attacks. “Ultimately, we don’t want to hurt the Iranian people. That’s very important to mention. But at the same time, it’s the Revolutionary Guard that have taken forward a military stance and a posture not against the U.S. and Israel alone, but against the very neighborhood that they operate in through the Gulf states.”” I hope that the UAE optionally is willing to test the solutions I handed them (and the KSA as well) to destroy the infrastructures of Iran as well (I published them over the last month, one for shipping, one for trains and optionally one for trucking). It was my personal believe that Iran options come to a stand still when all three are hit. 

The fact that it seemingly is Politico illuminating that side of the nastiness of the Iranian war will find its way to the mainstream media soon enough. 

On the other side, the BS setting of influencers who give us that the Dubai mall is empty, usually with a picture of Sheikh Mohammed bin Rashid Al Maktoum on the starting page is making me angry, as such an image of the entrance to the mall of Dubai less than 24 hours ago.

I think that Google needs to do something about the use of misinformation on its YouTube pages. I am all for freedom of speech, but that comes with a healthy dose of accountability.

It seems that the UAE is under attack from several parties, not just Iran, it is easy to hide behind the bare numbers in the middle of Ramadan, but Ramadan is now over so whilst over a million people are attending the Hajj, an event that Saudi Arabia just officially opened the doors to, we need to see what is real and what is not. Perhaps the idea of a web view outside of the Dubai mall and perhaps some other places, so that the world can see the BS that these wannabe influencers are handing you.

Just a thought to entertain, I remain a decent ally of the UAE and the prosperity and goodwill they advertise. And even as Iran is still attacking Abu Dhabi, visiting Yas Island remains a firm number one on my bucket list for now, so it is my wish that the Harry Potter addition to Warner Brothers Theme parks, especially as the ones in the United States are basically no longer a good idea.

Have a great day

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April 19, 2026 · 10:11

The competition is moving

Yesterday (less than 24 hours ago) I took notice of an article in the South China Morning Post (at https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us) where we see ‘Nvidia’s Jensen Huang warns Huawei chips for DeepSeek AI models would be ‘horrible’ for US’, so we see everyones favourite boy-scout giving us that Huawei could be either a terrible setting of everyone (us) or it could be horrible for the United States (US), I don’t know about the first one, the second one the United States did to themselves. And the setting of overvaluation by the United States on fake AI, versus undervaluation of Chinese fake AI is considerable as the United States is giving value to what China sees as a mere 3% valuation. I am willing to go with “You had that coming” and in addition as I see it the Huawei MateBook Fold (2TB SSD / 32GB RAM) is an engineering marvel. 

It is the first product to be an actual threat to Apple’s iPad and that was long overdue. Don’t get me wrong, I have been an avid fan of the iPad and I had one since 2011, so you might say I was there almost at the start and it never let me down, 2 years ago I got the iPad Air and it is still doing its bit for me every day (almost every hour). That is true innovation and now the Huawei is surpassing it with the Huawei MateBook Fold, it makes us think that Microsoft is still in the water scuttling its own future. Huawei is that much ahead of the rest. And now Jensen gives us “What do you think happens when it is equipped with a chip running DeepSeek in the background? 

That is the reality of so called sitting on their asses and getting surpassed by all the western technology. Add to this 6G Huawei is researching with “70 GHz mmWave for short-range communication, aiming for speeds exceeding 10 Gbit/s and sub-millisecond latency” some say that US sanctions will prevent this, but Huawei is the innovator, nothing comes near this and the so called west, including Europe, Middle East, Asia and Australia (New Zealand too) have had enough of greed driven sanctions by the United States. Germany already went overboard (as stated by some) giving France and Italy enough settings to follow suit. So when Huawei gets to install its pilots in the UAE and Saudi Arabia, the rest will almost be standing still, as the current setting is that their 5G is about 700% faster than anyone else (almost twice as fast as South Korea has) and that was almost 5 years ago (source: Statista) and I talked about that in one of my blog articles raising awareness for smart ware. So as I see it, the moment Huawei releases its combines tablet to the west, the United States is done and I reckon that Apple will lose a lot of customers, It will also be the point where Huawei will make its HarmonyOS NEXT (or HarmonyOS 5) to the larger collective in Europe and from that point the United States is no longer working at 41% (at the speed comparison Statista gave us) it will be reduced to a mere 23%-38% of whatever will be running in the Middle East, Europe and Asia. That is the setting and the DeepSeek chip is making it a much easier jump as the United States was honey coating the chains with (fake) AI and now Huawei is nearly at a point where they can state “We have AI too in all our Huawei models” and it comes at mere pennies to the dollar (compared all the other providers). As such Huawei was working in the background and the United States willing to strangle any press releases (a speculation by me) on the subject.

So whilst we are given “If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday. The conversation came ahead of the much-awaited launch of DeepSeek’s V4 foundation model, expected later this month. US news outlet The Information reported earlier this month that V4 would run on Huawei’s latest Ascend 950PR processor, while a separate report by Reuters last month suggested that the model had been trained on Nvidia’s Blackwell chips, which would be a violation of US export controls.” So whilst I have no idea how accurate the Reuters article is (never read it) I can surmise that the Products from the United States (like Apple) are unlikely to have anything to counter the Ascend 950PR processor, off course I am always happy to be proven wrong, but the setting I reported on in 2024 where the iMac has a mere 24GB RAM and 2TB drive, which should have been at least 64GB RAM and 4TB drive before 2025, is still in the old settings. 

Either that technology is unable or the people of Apple are sitting on their hands is nothing less of a joke, even if it is now possible to get it in Orange, Revell has given Apple that option for a mere €3 per model and Revell had that option for years (if not decades) so whilst we get the ‘innovation’ of colour, it is not, it is mere iteration and there are a few other settings were these innovators are sitting on their asses (optionally overdosing on viagra). Innovation is a game that is unrelenting and I have warned the larger audience of that for years, if not decades. 

Now the hard truths come calling and Huawei is the next innovation that is up for grabs and whilst Apple comes with the claim “Center Stage front camera with a new 18-megapixel square sensor, a 6.3-inch display with 120Hz ProMotion (available on the standard model for the first time), and the high-efficiency A19 chip.” It is not innovation, it is iteration and I see iteration as the next step from an innovative setting. That is what has been around for a long time and the days of the Apple iPad might be numbered now. I reckon that Huawei is unlikely to bust the Apple iPhone numbers for some time, but there is a danger that the Huawei Mate X6 (or the models that come after that) are unlikely to bash iPhone or Google Pixels as they are (for now) too expensive, but these new versions are ready to knock on our doors. So there is danger to be seen (for western technology) in the words of Jensen Huang and as the United States is massively anti-China, I wonder if Canada might be the next stage for illuminating the North American customers. I have no idea how Canadians are staged towards Chinese technology, but as their stance towards the Trump administration grows more hostile, there is every chance that this stage might go successful for China, especially if the US Ambassador Pete Hoekstra gives us another of his diplomatic jabs, as I see it, every time he says something more and more Canadians get a fresh doze of anti-Americanism. I’m just calling it as I see it.

Have a great day and consider the words of Jensen Huang, he might be more on the ball than I am (never a truer word was spoken). 

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April 17, 2026 · 15:07

What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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April 16, 2026 · 05:47

Lying for revenue

That is the simplicity of this construct. It is not an error, it was not an oversight and it was not the non existing AI, there is the chance that someone fucked up on programming the ML that connects certain procedures, but the truth is that LinkedIn likely is lying to you.

To illustrate this I am giving you

Here we see 3 profiles looking at individual ‘xzddbv’ it doesn’t matter who this is, because it could be you. I know for a fact that there were at least 4 profiles, but that is outside of a few kinks that LinkedIn gave permission for. It comes with the territory I reckon, the elemental part is that the second sample gives us 

That person (the stated ‘xzddbv’) has zero profile views. Isn’t that odd? A system like LinkedIn that is now accepted as a near global setting for jobseekers, they have no money, they have no options because the job settings on a near global bases is based on lies. I showed in 2013 that some places were unreliable, giving us that there were 1600 open Unix positions in Sydney, whilst most of them were bogus. And it went downhill from there, it ended up being a breeding ground for spammers and scammers and whilst these ‘job sites’ made their money for ‘marketing’ purposes they never cared what happened to the people looking for a job. Wasn’t that the revelation of the century?

But now there is every chance that LinkedIn is becoming as unreliable as others and that is just not on. On the other hand I just learned that Microsoft owns LinkedIn, as such the surprise fades (rather fast). So to fire up their engines, can we see if there is a Chinese alternative we can live with? A version of for jobseekers that operates with critical views in the Commonwealth and/or Europe? 

There is only so much we can forgive, it is time for change. Have a great day.

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April 16, 2026 · 03:10

About that woman

Yup, the Amazon. And if you think we are talking about that woman in a tight leather bodice hiding perky breasts looking like a 30 something woman called Gal Gadot, you’d be wrong. We are talking about the other Amazon, the one with a wrinkly face selling books. A few articles hit me a few hours ago. The first one on the table (at https://www.bbc.com/news/articles/clyjjr7kzj2o) is the BBC, Fortune with its paywall was rejected) is the one we see first. It sets the tone with ‘Amazon to spend $11bn on satellite firm in growing Starlink rivalry’, now I accept and respect competition and the quote “Amazon is aiming to build-up its satellite business to offer internet and mobile phone services by spending $11.57bn (£8.5bn) on an acquisition of Globalstar. The deal, announced Tuesday, will allow Amazon to get thousands of satellites into low-earth orbit through the Amazon Leo project the company has been working on for several years.” But the added part starts making this setting a more desperate look, with “Amazon will be in closer competition with Starlink, an increasingly popular satellite-based internet and phone service company launched by Elon Musk in 2019. Starlink has a significant head-start on Amazon’s Leo, which currently only has around 200 satellites in orbit. Musk’s company, which is private, says it already has more than 10,000 active satellites offering internet and mobile phone service to more than 10 million paying customers.” Star link is already seeing head waves with the rejection by Canada and next Europe with the sabres rattling that President Trump is throwing in the air. The last words have not been spoken about that and as soon as Ursula von der Leyen is setting the tone of what the American Administration is accepted to get hearing of, this field will become a lot less profitable. But besides that, under the guise of AI (lets keep it real and call it fake AI) “As of January 2026, Amazon is cutting approximately 16,000 corporate roles to reduce bureaucracy and embrace AI, following a previous round of 14,000 job cuts in October.” We are already raising eye brows as that is setting too many people out into the cold and now they are playing with $11.57 billion to play with the competition they have no chance of catching up to? 200 makes no competitor out of 10,000 satellites and as I see it, Starlink is setting several amazing views, does Globalstar have anything to match it? Its like Microsoft with its 5% market share stating that it is time to replace Google, who has over 88% share. It is never going to happen and as I do not trust AI, I will still google things, no matter what some media claims people do and millions of people are on the same side that I am on. 

I reckon that $1 billion could have given these 30,000 people a job and that is before we take under consideration a few other things. Some say that a data centre has 3 to 5 years (source: Fortune) so how can you keep these data centers when the return on investment is at least 5 years out? These are the makings of a pot stew, one that usually is standing besides a few players playing some version of poker. It sounds like the consolation price for something no one needed, or at least that sounds to be the case. You see, this drive to data centers requires a population and as I see it Europeans are now actively rejecting Microsoft and everything that comes with it (like data capturing). So what gives? 

Then we get CNBC, who (at https://www.cnbc.com/2026/04/09/amazon-ceo-andy-jassy-ai-spending.html) gives ‘Amazon CEO Jassy defends $200 billion AI spend: “We’re not going to be conservative”’ with some of the key points being “Amazon CEO Andy Jassy released his annual shareholder letter, where he once again made the case for huge investments in artificial intelligence. The company has said it expects to spend roughly $200 billion on capital expenditures this year, with the lion’s share going toward AI development. Jassy wrote that AI revenue in its cloud computing segment has hit a $15 billion annual run rate.” And here we expect a few things. You see, investing $200 dollar to get back $15 per year sounds stellar, but it also means that you are 13 years away from getting the original $200 back and now when it concerns billions, there is the matter of interest. Given that they might be drowning their revenue, there is no interest, but it is a large thing to take into account if it is the company handheld on the white that AI becomes real in the next 13 years. I think it is touch and go there, but still the second sized wave of technology will be massive. Once IBM releases the shallow circuit advantage they have, the will cost Amazon billions too, I have no idea what Google has on that term, but as I see out Amazon does not. So, as I see it, Amazon is paying poker with a bank of over $220 billion and the outcome is definitely a gamble and one of the highest order as well. So as CNBC gives us “Amazon shares have struggled so far this year as investors question the company’s aggressive AI spending plans and grow increasingly impatient about when the investments will pay off. Amazon shares closed up 5.6% on Thursday. The stock is up more than 1% year to date. Jassy has said that Amazon needs the capital to go after “a once-in-a-lifetime opportunity” and to keep pace with “very high demand” for the company’s AI compute.”
I merely wonder if anyone has a clue what kind of a gamble Amazon is making, because that bill comes due and it comes due in a most unfashionable way. So whilst we look (and optionally gawk) at what is shown, can anyone see what about to happen? 

Then. We are ‘hit’ with the final setting and it is given to us (at https://nationaltoday.com/us/wa/seattle/news/2026/04/14/goldman-sachs-lowers-amazon-price-target-ahead-of-key-earnings/) where we see ‘Goldman Sachs Lowers Amazon Price Target Ahead of Earnings’, which is always going to happen, but the quote “Wall Street analysts see both opportunities and risks in Amazon’s AI-driven growth strategy.” The one side to look at this (an optionally wrong one) is that the added risk is downplaying the opportunity in the field here. That is beside the point, as I see it, that the added quote is merely filling with “Goldman Sachs has lowered its price target on Amazon stock to $275 from $280, while maintaining a Buy rating ahead of the company’s expected earnings report on April 30, 2026. The revision signals a broader shift in investor attention toward the key risks and opportunities shaping Amazon’s next phase, including the performance of Amazon Web Services, the impact of rising energy prices, the commercialization timeline for Amazon Leo, and the growth of Amazon’s advertising and marketing platform.” But what matters is “Amazon’s aggressive push into artificial intelligence through AWS has become a critical driver of the company’s growth, with AWS already reaching an annualized AI revenue run rate exceeding $15 billion. However, the heavy AI spending also comes with trade-offs, as Amazon is significantly increasing capital expenditures, which could pressure free cash flow in the near term. Investors are closely watching these developments to understand Amazon’s trajectory in 2026 and beyond.” As I see it, the risks are adding up and we are likely to see an addition of maturing trade-offs to make the screens, making investors jittery. Personally I don’t think that it is the “pressure of free cash flow”, I believe that there are several risks of Globalstar ignored and that will rear its ugly head soon enough, because at some point Starlink will boost their presence with requirements towards ‘space safety’ and whilst no one is expecting this, I reckon that Globalstar is not ready for those ‘demands’ and as such $11.52 down the toilet as they say, a risk that is (at present) undocumented, but that will raise the risk levels on a few levels, but what do I know. I am originally from tech support, not in any way connected to economic forecasting. 

A setting that gives us that in almost every way it is more appealing to watch Gal Gadot with perky breasts in a leather bodice than it is to look at the presumption of revenue by speculative economic forecasters of Amazon inc. But that might be my hormones talking and not my wallet, which has zero Amazon stock, so I am not listening to my wallet at present, who is eerily empty.

So you all have a great day and consider the risks you are facing today, if you are watching Gal Gadot, the risks are good, if your fortune is in Amazon, a little less so.

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April 15, 2026 · 09:48

Playing the 5 tones

That is what is happening g, but how did I get there? Well, I was considering a few things, all at the same time when the idea hit me. We all want to give the ‘complete’ solution. But how to disperse that idea is another matter. So here I was contemplating a few options when I thought that games are the novel and most useful setting and it doesn’t need to be merely one game. What happens when a nation (like the UAE) sets a new station, a station of games and these games might be old, but they are entertaining and considering this also take in heed that these games merely scratch the surface of a mobile processor. So what to do in the meantime? And at that point I remembered the SETI screensaver and that project uses millions of computers to get the data parsed. So what happens when we get a game which in the background checks that computer for viruses and invasions? The UAE Cyber sections might like the idea that their work will be partially done by simple games. The bulk of that 11.6 million people that travel by bus, sit in coffeeshops or do whatever they do when their body are at rest. And in that time when they play a game, the background is used to scan their devices for incursions of a viral nature. It seems like a slam dunk setting for safety, I wonder why no one else had that in mind to keep their citizens safe. Leaving it all to commercial solutions? That is not a bad idea, but there needs to be a reason to do this and perhaps a detector might be enough of a reason to do just that. So whilst Trump is attacking the pope stating “In a lengthy social media post Donald Trump said the pontiff was “terrible for foreign policy” and was damaging the Catholic Church.” I don’t know the pope and even as I was baptized a Catholic, I know less then little about Pope Leonardo da Vici or anything involving the Vatican and still I reckon I likely know more of catholics than President Trump does, especially as he states that the pope was “terrible for foreign policy”, I wonder where he got that idea? I personally think that the last one validly got accused of that transgression was Pope Pius XII for all the right reasons. So whilst we see this, I casually created an optional solution for the UAE (and other nations) to detect that there is a problem. You see, there are those who claim that there is a problem and there are people getting the problem being unaware. This solution will detect that there is a problem and at that point you might want to do something about that (sooner would have been better), but considering that “The United Arab Emirates (UAE) is currently facing a significant surge in cyberattacks, with daily breach attempts tripling to approximately 600,000 as of early 2026” there might be a need to see where they are and what is being hacked. As I see it, this solution might get actual numbers of transgressions in play and then something could be done about it and these games could be distributed on mobiles, tablets, PC, Mac an other devices, but this part can see how deep it goes and it is only about detecting. When something is found the border of the game could turn red, giving the user the idea that he (or she) has a problem.

That took less time than President Trump taking his insults to the Vatican. What next? Well, the idea is here and I reckon it is up to the rest to act on this. It could be something simple like a Puzzle game showing images of Dubai and Abu Dhabi, games using the same images and other games what are easily created, optionally based on a CBM64 classic, requiring no computing power or memory and as they are free the entire audience would love to play them. A simple setting that is easily replicated and gives the notion if there is a problem. Seems like a dine deal the moment my words hit the mind of the reader.

Have a great morning, it’s almost 10:00 here.

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April 14, 2026 · 23:23

Learning from the lesson

I recently replayed ME3, it was because I have had the legendary version for a long time and I decided to play it on the PS5. It was a fun time, and it made me remember the idea’s I had for Mass Effect 5 about two years ago. After I played Andromeda (long after it was released) and because my funds were limited, the amount of negative press stopped me from buying it at release time (or soon thereafter) it wasn’t until I saw it in a bargain box for $5 that I picked it up, I was after all still curious. And I saw the resentment most players had I was oddly in agreement. The game was to some extent rushed, I saw other flaws. But there was a shining light in that game and the game illuminated a lot of it. As such I started to design the 5th game. To make it more appealing I decided to combine it with Andromeda, so the larger play stayed. I did get rid of the memory triggers. They made no sense. The idea that a trigger on an unexplored world would be the key in something essential. There are more setting, but that was the one that made the least sense. 

The idea was to set to the actual size of the Hyperion to scaled in the settings, then there is the ark (a lot larger) and the other arks will be added over time. The mission games stay at the same level, but trough the Hyperion and nexus we get additional missions and storylines added to the game. There are some limitations that are removed over time (and as the story of ME5 progresses) but that would eliminate the triggers and we get human, durian and the other arks. 

But this is just window dressing. The original did do a good job to transfer the battle settings of the game and as this is enhanced in the new game, we get other settings too. Eos and Voeld will move in opposite directions, as Eos cools down, and becomes more and more fertile, Voeld will warm up and do the same. The setting will erupt when Voeld will get its original life forms evolving in the game. But the setting will give us a few other allowances. But figure this small fat. ME Andromeda was created in 2017, it is now almost 10 years later and still absence from all kinds of revelations? I created this setting over 2 years ago, which does not mean anything. But as I see it, I created over half a dozen games in my mind and set some to my blog for others to create the games and optionally the lore that these games imbue. But the lesson learned is that these so called game developers are set to lose whatever they designed. Others take over these gaming studios for the betterment of profit and as such they drive the excelling powers of game creators away. Electronic Arts, Microsoft and optionally Ubisoft too. As some state “the gaming industry is undergoing a turbulent restructuring, balancing record revenues exceeding $184 billion with intense market correction, including roughly 45,000 jobs lost since 2022”  So corporate greed is endangering the gaming world. And whilst we see some (for now) escape that. One example is Guerrilla Games and optionally Avalanche games. There are considerations that it is now optionally too late for Bethesda Gaming studios, but if they unstrangle themselves from Microsoft they might have a chance. There is all almost unwritten rule that creativity stands opposite greed. Some will come with ‘but there is’, in the end they are either part of the creative cloud or the greed cloud and those do not mix. Consider these studios and see where they went wrong. You’ll see it when the cloud gets a clear identity. Consider the setting I voiced and see how I created some form of Elder Scrolls 6 in 2014, ME5 in 2018 and a few more. Do you think I was more intelligent than they were, or did they get rid of the creative minds that stood in the way of their greed? It is merely a speculative view, but as I see it, it holds water. 

The world is getting more and more aware of the hidden dangers of gaming and that is why the PC is losing ground to Nintendo, because as these gamers see it, Nintendo has forever been about fun and that is what gamers sign up for. It is followed by Sony and the rest of them have become an optional problem. Even the setting of streaming games is now in danger of being warped into something different. 

As I see it, the only solution is to give the indie world the ideas for good games and whenever that happens, the greed driven community loses out. They are too small for the game exploiters (like Microsoft) and when these ideas pay off, these exploiters will have to pay through the roof for an empty shell and I move on giving more ideas to new indie gamers. I might not make anything, the only thing I see is that I created more and more creative solutions and my place in the universe is set. 

Anyway, before I give more thought to the Third Horizon game (I already did, but I am awaiting what Guerrilla comes up with) and there is Bethesda who (through channels) made claim that TES6 was at least 5 years away and whilst that was the case, I constructed the idea of an Elder Scrolls 6 in mere weeks. Technology would take longer, but would it take 10 years? As said “Microsoft finalized its $7.5 billion acquisition of ZeniMax Media, the parent company of Bethesda Softworks, in March 2021” and in those 5 years the gaming world suffered. So what does it take to ‘streamline’ billions of gamers through Microsoft? Well, I for one am not ready to find out. Where Microsoft gets involved gaming suffers and as I see it Redfall (2023) might be the most clear evidence of that. As one reviewer states “Redfall is a bafflingly bad time across the board.” And the setting does not end there, the gaming world is in danger and Microsoft made it so. We might want to rely on Guerrilla games and other s to save us, but they are doing their thing and we all have to step up to secure our gaming world, whatever it is and I am primarily focussing on Nintendo and Sony, there are others, but to some extent they are already under the Microsoft spell and whilst we are ignorant of that setting, we are allowing another US administration to come for our sanity. That springs from the old saying “The more complex the mind, the greater the need for the simplicity of play”, it comes from Star Trek, episode ‘shore leave’ (1967). As I see it, it is one of the clear sentiments that has been part of all our lives. And there is enough evidence to support it. So we can still still until a new game comes along, or we can fuel the innovators in programming and gaming to give them the ideas that could relax our minds, I personally choose the second option. If the stage is set on exchange of ideas, this is the only idea that makes sense to me, as such I will imbue the indie game makers with ideas to fuel our sanity. Life works in unintended ways doesn’t it?

So whilst my brain is contemplating additional settings for Mass Effect: Emerging Worlds and I transformed Elder Scrolls 6 for other uses, there are a few other ideas that could use my time for exploring. I created some thoughts on Hogwarts Legacy 2 and I leave Horizon 3 alone for now, they created 2 amazing games and I will let them create their thoughts in a new game I would want to explore on day one. Still, my mind considered a few steps, so I am curious to see what they come up with. I am not the only creative mind, as such I love to see what others come up with. So let the world of game creators dazzle my mind by showing me what they can come up with.

Have a great day.

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April 13, 2026 · 16:16

With the coming of Linux

That is not entirely the truth, Linux has been here for some time but now France is going the way of Germany and Denmark, pushing Microsoft out of the door. I reckon that Microsoft played their cards too early and against the wishes of their audience. We cannot blame the Trump administration for everything, so as France goes. I reckon that Monaco will also dial down the Microsoft beast and not to forget Lichtenstein. It has deep roots with both France and Germany, as such there is every chance that they, labeled one of the world’s wealthiest countries, boasting a GDP per capita exceeding $200,000. Which is uncannily high. It has a specialized financial services industry and also has deep roots with Switzerland. So, there is a chance that this might also end the power of Microsoft in the land of cheeses (banks also). I don’t think that Microsoft will yield the field, Excel for its origins in Lotus 1-2-3 has become the power system to call home for many in the financial industry snd there is no way that others can dethrone Excel, but that is pretty much the only application that is sitting safely and pretty. 

TechCrunch gave us (at https://techcrunch.com/2026/04/10/france-to-ditch-windows-for-linux-to-reduce-reliance-on-us-tech/) the setting “The country said it plans to move some of its government computers currently running Windows to the open source operating system Linux to further reduce its reliance on U.S. technology.” It is high time that this happened, but it still might be done in time before all these data centers would be holding onto EU data, they’ll still hold a lot, but not everything and that is when the dollar value of Microsoft goes into decline. Brian Sozzi (Executive editor Yahoo Finance) gave us “Goldman Sachs analyst Gabriela Borges pinned the company’s 23% plunge this year to two factors in a new note on Monday. First, upward revisions to capital expenditures without commensurate upward revisions to Azure cloud sales. This resurfaced concerns about returns on investment and Azure’s competitive positioning against peers such as Amazon’s (AMZN) AWS.” I reckon that the hundreds of millions of users that Microsoft will lose in 2025 will add to that pain, but to what extent, I personally have no idea.

With the American Administration the way it is, that pain is only getting worse, because the bulk of the world does not like that this American administration can get access to any data server that is founded on American soil, even if these data centers are in Denmark (or France, or the EU), these people want out as fast as they can. And that is happening right now. I don’t think that all EU nations will leave, still the idea that Satya Nadella lost roughly 450,402,641 users will have to hurt his ego a tiny bit. And I reckon that the stock price of 370.87 will equally take a hit, as such the valuation of 2.75 trillion (aka 2,751 billion, or 2,751,000 million) will decrease. I have no idea how much it will decrease, but as I see it, the gaming section was hit harder then they expected and now we see other venues take the proverbial dive. That is before people realize that the 27% stake in OpenAI is also seeing some ‘hindrance’ and as they quite recently invested $13 billion in that field. All whilst OpenAI also had a deal with AWS for $50 billion, rumors are there that the Microsoft legal divisions are ready to get their shares back, but I have no idea how deep this is and how far along this is. But when we see this on top of the setting with Fractal Vision (aka DeepSeek with AI for a fraction of the cost OpenAI is heralding), it seems that when the dust settles, the chance of Microsoft seeing 2 trillion vanish like snow in a volcano is not entirely unrealistic. 

How deep this losses go is unknown to me, but you could optionally ask Jamie Dimon (phone: +1 212-270-6265) at JPMorgan Chase & Co. He would know better than me. Still, France is a new cog in this delayed revenue fading machine. And it has the option of dragging several nations with them and from there the losses merely increase. The old expression goes ‘It never rains when it pours’ and I reckon that Satya Nadella has never seen a version of Compound Troubles seen explode on his table and here I was thinking that Microsoft CT was about community training. Ah well, you learn something new every day.

Well, I have to stop now, because I am giggling slightly too intense to enjoy coffee at present. So you all have a great day and consider downloading LibreOffice, it is 245 MB, free and installs easily. Time for me to consider another setting in gaming later today.

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