Category Archives: IT

December 25, 2025 · 21:44

The boat has left

That is a weird setting, but that might be the case for a lot of people. It is the Financial Express who gives us (at https://www.financialexpress.com/life/technology-ibm-to-skill-5-million-indian-youth-in-ai-cybersecurity-and-quantum-computing-by-2030-details-inside-4082018/) the headline ‘IBM to skill 5 million Indian youth in AI, cybersecurity and quantum computing by 2030’ you might think it is nothing to get hung over about, but you would be wrong. Even as some ‘claim’ to give good courses (some actually do), it is IBM who has had that inside track in several ways. As such (or perhaps to consider as I see it), the labour market will be drowning in Indian entrepreneurs by 2032 (and a whole before that). I reckon that these people will bolster the Indian go getter market and they will branch out to Saudi Arabia, the UAE and a few other places. As such if you think the US labour market is merely cooling, think again. These people will be highly wanted in India, Saudi Arabia, the Emirates, UK, Australia, Canada and the EU long before we get to 2030. There will be an Indian wave of go getters all over the world and the places that needed to get active weren’t for much too long. So as we see “India possesses the talent and ambition to lead the world in AI & Quantum. Fluency in frontier technologies will define economic competitiveness, scientific progress and societal transformation,” said Arvind Krishna, IBM Chairman, President and Chief Executive Officer. “Our commitment to skill five million people is an investment in that future. By democratizing access to advanced skills, we are enabling the youth and students to build, innovate and accelerate India’s growth.”” And these people will be highly skilled in all things IBM (perhaps not in IBM Statistics or IBM Miner) but that is little cause for alarm. These people will also bring forth IBM skills and products, so this setting takes care of two pipelines, skills and products. And all that time AWS was hounding the AI field. It is nice, but as these people are highly skilled in whatever IBM holds, there is a mismatch on what is required. OK, that last part is speculative, but that is what I would do.

I reckon that Microsoft and OpenAI also might have a problem here. You see we also get “IBM also continues to strengthen school-level readiness by co-developing the AI curriculum for senior secondary students, along with teaching resources including the AI Project Cookbook, Teacher Handbook and explainer modules. These programs are designed to embed computational thinking and responsible AI principles early, while enabling teachers to deliver AI education confidently and at scale.” As such these people get a schooling in evolved from famous systems like Deep Blue and Watson and as such IBM provides a flexible ecosystem allowing choice from various foundation models (like Granite, Llama, Mistral). Whatever they partnered with doesn’t matter. This is the IBM show, partners take a second stage chair. And as I see it, IBM did something nicely spectacular because they get a choir of 5 million evangelizing Watsoners all over the world and in that instance Watson grows from niche to mainstream and that will feel good for all the shareholders who kept their trust in Arvind Krishna (I will give a nice ‘Well done sir’) in this instance. Because it is starting to look like the old premise ‘When two dogs fight over a bone, the third one takes it gone’ So in the fight we saw with OpenAI and Google, we now see that the future is banked on by IBM. This doesn’t make the others useless in any way, but IBM set the future towards Watson in a rather nice way and that has to count for something.

What a nice end of year this will be this year. Because at the drop of a hat, it wasn’t merely Google or OpenAI, as I see it now IBM because the third major player in this duet and as I see innovation, this is how innovative strides are made, by having to refocus your tasks, that is the real innovation maker in this world. 

A lovely ending to Christmas Day. Have a great upcoming boxing day you all.

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December 25, 2025 · 01:07

They had twins

Yup, it happens. At times we have kids, progeny so to speak and some get two for a simple roll in the hay. Yet this isn’t about kids. It is about Gemini 3, Googles seemingly finest product. It is so great that Microsoft barred Google Chrome from installing and they blamed it on some weird parenting setting. And then the media lacked looking at it, probably some revenue driven courtesan issue. All speculation, but I would prefer to set this to presumption, still I have no evidence. So it is all allegedly, but the settings on Gemini are clear. I read it myself (so it must be true). I will start with FXLeaders who (at https://www.fxleaders.com/news/2025/12/23/google-stock-heads-to-record-highs-as-gemini-3-outperforms-chatgpt/) gives us ‘Google Stock Heads to Record Highs as Gemini 3 Outperforms ChatGPT’, as such it is now the fifth time Microsoft loses. There was Sony, There was AWS, There was Google and now there is Google again. It sucks to be Microsoft. And the howling continues. 

So FXLeaders gives us two bullets that matters.

  • The launch of Gemini 3 has intensified competitive pressures in the AI sector, while regulatory concerns add complexity to the investment landscape.
  • Insider selling and a cautious market sentiment suggest that near-term upside may be limited, but long-term support from institutional investors remains strong.

So as we are given “Alphabet emerged as one of the standout megacap performers in November, delivering a decisive breakout that carried shares through the $300 mark and to a fresh all-time high near $329. The move completed a strong rebound from a late-September pullback and reinforced confidence in the company’s long-term growth trajectory. The rally was fueled by sustained institutional demand and growing optimism around Google’s artificial intelligence roadmap. For much of October and November, Alphabet benefited from its unique position at the intersection of digital advertising dominance and AI platform leadership.”

As well as “The rollout of Gemini 3—trained primarily on Google’s in-house chips rather than external hardware—has sparked renewed debate around vertical integration in artificial intelligence. Supporters view this as a long-term strategic advantage, potentially lowering costs and reducing reliance on third-party suppliers while optimizing performance. Recent benchmark results, where Gemini 3 reportedly outperformed ChatGPT in several categories, have added to that narrative and intensified competitive pressure across the sector.” So wonder about how the media could not get you this two weeks ago and wonder now why I refer to the media (the larger part) as the Courtesans of the digital dollar. This should have been know and tested for by several parties directly, and I don’t care who won, we were not informed. As I see it, Microsoft has too powerful a hold on the media and the media who shunned their jobs need to be named and shamed. Sound simple, doesn’t it? As such I also present a second source, so there is a little more data drivenness to the fold. It is a story (at https://www.startuphub.ai/ai-news/ai-research/2025/google-gemini-3-redefines-ai-reasoning-and-efficiency/) where StartupHub.AI gives us “The core of Gemini 3’s impact lies in its unprecedented reasoning and multimodal understanding. According to the announcement, Gemini 3 Pro, Google’s most powerful model to date, not only topped the LMArena Leaderboard but also achieved breakthrough scores on challenging benchmarks like Humanity’s Last Exam and GPQA Diamond. These tests are designed to assess an AI’s ability to truly think and reason like humans, indicating a sophisticated capacity to process and synthesize information across various modalities, moving closer to genuine comprehension. Furthermore, its gold-medal standard performance in international mathematics and coding contests, powered by its Deep Think capabilities, signals a new era for AI in complex problem-solving, pushing the boundaries of what automated systems can achieve in abstract domains.” So as we wonder what some of them mean, the benchmarks were available to pretty much all the media, so what prevented them to report on it? Simple question, isn’t it?

And you might wonder why I care, or why I believe these sources. There is a setting that sets up a lot of consideration and that is right, but the media isn’t informing us and they aren’t making any tests, even though I gave one test to the world (not necessarily a good one) but the media did NOTHING. They allegedly value the digital dollars too much and they rely on players like the Microsoft stakeholders to fund their gravy train (as I personally see it) So am I right, am I wrong? I would love to be wrong, but I have seen this before (more than once). But as I see these results there is a larger play in motion. Is Google actually that good? I am not debating it, I am asking and it comes with an answer. It is either Yes, No, or it is under advisement. The first two are simple and it can begotten by showing the evidence, but the Media did nothing of the sort, perhaps some did, but the larger groups are abstaining from involvement (it sounds better then ‘They cower the results if involved’ because that makes them sound like actual pussies. So why am I so angry about this? It is a result we were entitled to and it requires OpenAI to divulge its heading and not cater to asking for more value when there is none to be had (at present). And as such investors are duped into not receiving the evidence they need to make financial decisions. But perhaps I am over simplifying the problem here.

Whatever you consider and whatever you decide is yours to do and you are entitled to the best information to make these decisions and the media is no longer able to do that. I don’t care if you embrace ChatGPT and OpenAI. That’s fine, I am not choosing favorites, I actually don’t care, but I do care about lacking media, lacking results and hiding behind some stakeholder whilst the people have a right to know. They use that as their battle drum, so they can be held to that as well. It is a simple setting as I see it.

Have a great Christmas Day, 23 hours until boxing day for me.

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December 22, 2025 · 17:44

Why is a stage a stage?

That is at times a decent question. Even for me, because as I write this, I do so subjectively, nearly every writer does. Writer about his point of view and I am no better (or worse for that matter). It is the merging of two points of view and these points of view are others points of view and they have their own reasoning. It is not about good or bad, points of view almost never are in a set stage. But they must be watched as they influence your own point of view and whilst some are eager to give them all a one sided setting, I learned that this is not something that tends to help. Especially if points of view are multidimensional. As such, I give two points of view and blend them to my own stage.

The first was given by Yahoo Finance (at https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html) I don’t agree with that point of view but it was a decent setting of a stage. And stages are where we are.

The first setting gives us ‘How Oracle became a ‘poster child’ for AI bubble fears’ I don’t believe in that setting, but it matters for the whole story. “Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk.” But then we get “AI optimism continued to push Oracle shares higher following its quarterly earnings reports in June and September, with AI-driven deals set to push cloud segment revenue to $166 billion in 2030. The stock’s surge in September briefly made Ellison the world’s wealthiest person. But AI euphoria quickly gave way to doubt. Investors became increasingly concerned over the rising use of debt to fund tech firms’ AI spending, just as the payoff of that spending remains hotly debated. Those concerns are evidenced in the budding demand for Big Tech credit default swaps (CDS) — financial contracts that act as insurance by letting investors bet on the likelihood that a company will default on its debt.” And that setting is somewhat important, and for those who remember the 2008 crash, they fear the stage the the CDS and that is fine, I don’t think that this setting is great, but the stage of letting investors bet on the likelihood that a company will default on its debt is not really great, it is the stage where some will set or even orchestrate the need for some to fall and that is what makes the bubble burst and I gave that setting before (at https://lawlordtobe.com/2025/12/02/aftermath/) in the story ‘Aftermath’ where I highlighted parts of the equation. It is the second part that is the setting of the stage and it is about stages. You see, we all envision a stage whether it is the real stage sets part of the question and when we consider the stage we think matters, we might look at the size, the lighting or how we move on that stage. All matters for consideration but I digress. The second story was given to us by the Motley Fool (at https://www.fool.com/investing/2025/09/16/prediction-oracle-will-surpass-amazon-microsoft-an/) and there we get ‘Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031’ where we see “Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 — corresponding with calendar year 2031.” As well as “Oracle’s push into cloud infrastructure is arguably its boldest bet in the company’s history. Oracle isn’t cutting corners, either; it is bringing on dozens of data centers online in just a few years. It has built 34 multi-cloud data centers and should have another 37 online in less than a year.” Now we have seen two not aligned stages, but the actual stage it a lot larger. You see, the others all ‘want to align’ with Oracle, but that merely means that they want the solutions that Oracle has or get the customers that have selected Oracle, but the others forget something that matters. Oracle has been the data innovator for over 45 years and no one can touch what they achieved, even in the early 90’s they were the only one who could set tables within tables and it took others close to a decade to even get close. Azure, AWS and others never got ahead of Oracle, they merely reengineered what Oracle already figured out and there is more to come. 

You see the two stages are in a larger third stage and as I see it, Oracle has focussed on the data that is needed for DML and LLM settings, but they must know that actual AI requires more and it starts with two elements Verification and Validation. There two parts are the achilles heel for anyone making the statements that this is AI (which it is not) and no matter how much you train data sets, when Validation and verification are absent the GIGO law comes into play. It was uttered in the 60’s and means Garbage In, Garbage Out. Without Validation and Verification all data becomes part of the GIGO law. Most do not realise this, or they simply do not care, but Oracle figured this out long ago (A speculative thought) and we need to consider the Oracle might be trailing on some new technology, but they are ahead in many ways, more so than either Azure or AWS. And the largest settings we see at this point if that some are ‘gambling’ that Oracle messes up, but I think that is not the case. Oracle is hanging on and that is what matters. The data centers that are coming and that are build need to make money, but that is not the stage of Oracle, they got the equipment in, they got the software in and now as these centers start making money, Oracle gets their share and as such they are the facilitators of wealth and that is until there is an actual AI and as I see it, Oracle will be the only one who will set the premise of that and that is why Oracle will surpass all others. Even Google and IBM will seek the shores of Oracle. 

A stage that might take a while, but in all this, any training data centre will owe Oracle money (and a lot of it), so Oracle can play the long game, because in that stage only Oracle will come out on top. That is how is see the stage, the size a lot larger, the lights will put Oracle in the limelight and all others will remember why Oracle is the only one who is master of data storage technology and that is why I believe that the second is part of the real future of Oracle and whomever connects to Oracle. But in all this Oracle is the most essential data solution technology out there and when I saw the ‘negative’ settings around on December 2nd, I knew that it was doom speak of some for whatever reason they had. I knew that Oracle had a different future ahead of them, a much brighter one.

Have a great day, today was cooler, so I feel decently rested, but in these warm days before Christmas I rather miss the white cold of Sweden (or Canada). 

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December 21, 2025 · 22:59

The dice fell snake eyes

It is the setting I predict a few weeks ago and more less recent in the story ‘Eric Winter is a god’ (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) in July 2023. I saw it coming this early in the race, why? Mainly because AI doesn’t yet exist, so whomever sells whatever solution they have as AI will set themselves up for a rather huge and nasty fall. In 2023 it was easy, in 1980 the movie the Changeling was released, giving the timelines then, the movie was made in 1979 and Eric Winter was born 17 July 1976, so what was a 2 year old doing in that movie? That is the simple setting of validating your data and that is why there is a case with what some now call AI. So now we get (at https://decrypt.co/353227/openai-microsoft-sued-over-chatgpt-connecticut-murder-suicide) ‘OpenAI, Microsoft Sued Over ChatGPT’s Alleged Role in Connecticut Murder-Suicide’ so when we see the setting in that case, there is more than just the bare minimums. This will imply engineers who programmed the setting, as we are given “In the latest lawsuit targeting AI developer OpenAI, the estate of an 83-year-old Connecticut woman sued the ChatGPT developer and Microsoft, alleging that the chatbot validated delusional beliefs that preceded a murder-suicide—marking the first case to link an AI system to a homicide.” I expected that we would have until 2026, but it never got that far and when the first trial starts, we will see aq whole range of class actions and other legal battles start, because as we are taught in Torts, go where the money is and OpenAI/Microsoft have plenty. As such there will be a whole range of cases being started. I reckon that there is a whole flock of ambulance chasers who will see this as their golden opportunity. And the more data is thrown around, the more intense the legal battles begin to emerge. A setting that was clear two years ago for me and as I found more than one setting that favors this, we merely have to look at sentences like “We rely on our AI to bring you [X]” the legal eagles see that as their way into your coffers and they have greedy hands, because that is what they were instructed to do. And when you consider “OpenAI faces numerous lawsuits, primarily revolving around copyright infringement for using vast amounts of online content (news, books, lyrics) to train AI models like ChatGPT, with major cases from The New York Times (NYT) and authors seeking damages and content bans, plus a recent German court ruling against lyric reproduction.” We see the setting that they either settle, or lose whatever data they have and there are numerous other settings that are thrown into the mix. And whatever is in the design law database, because there is every indication that these trademarks were also broken in numerous places and Microsoft has no place to turn, they are in it for the big bucks and whilst some are ‘driven’ to reconsider their options, the amount of people who are not considering that, is a growing amount of people smelling the scent of dollars and they are hungry. I reckon that those non-Americans are even more driven to those dollars than the Americans are. It comes down to (a massive speculation) that gets them up to 100 billion and that was before Sam Altman was hoping for a $800B incentive. That is the short and sweet of it, so as we look at the article seeing

““This is the first case seeking to hold OpenAI accountable for causing violence to a third-party,” J. Eli Wade-Scott, managing partner of Edelson PC, who represents the Adams estate, told Decrypt. “We also represent the family of Adam Raine, who tragically ended his own life this year, but this is the first case that will hold OpenAI accountable for pushing someone toward harming another person.”” You see, “first case that will hold OpenAI accountable for pushing someone toward harming another person” is a deeper step than some lawyer pushing that OpenAI was driving a person to some extend, that is no harm, or merely applied harm to self, do you have any idea how many lawyers will demand to see the algorithm and the programmer who wrote it? That will be a mess that takes almost years to sort out, in that same time, Google will progress Gemini 3 much further making OpenAI lose investors and they are as sketchy as they will ever be.

So whilst we see the sparks come, we will see a lot more issues surface and they are not all on OpenAI, but I reckon that some lawyers will play it that way, because that is where the money is. 

So you all have a great day, it is still 39 degrees in my living room so I am placing my mattress in the freezer, not sure how, but I need to get some sleep at this point.

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December 20, 2025 · 02:18

With media assistance

That is what I see and I might be wrong, but judge for yourself. There is plenty of evidence around. It all started with an article in Forbes (at https://www.forbes.com/sites/zakdoffman/2025/12/18/microsoft-updates-windows-to-stop-users-downloading-google-chrome/) where we were shown ‘Microsoft Updates Windows ‘To Stop Users From Downloading Google Chrome’’ so that doesn’t sound at all ominous. And it kinda reflects the setting I gave over 2 years ago with ‘Are they really?’ (at https://lawlordtobe.com/2023/09/01/are-they-really/) which I gave onboard September 1st 2023. We are now given “Here we go again. “Microsoft is trying a new way to stop users from downloading Google Chrome.” We have seen this before. Just as with Apple, the two tech giants are pushing hard to keep users within their own walled gardens, on Safari and Edge. The latest news comes from Windows Report. “If you open the Chrome download page in Microsoft Edge, you may see a new banner at the top.” Instead of just presenting the usual Edge versus Chrome comparison, “Microsoft now focuses on protection.”” I would be the first to state that the statement is missing and they are actually meaning “Microsoft now focuses on protection of self” and it is a slippery slope. They can find the expert in France to find evidence that the bra size of Kim Kardassian is increasing, but they are not able to get a clear independent view of whatever OpenAI gives us against Gemini 3? Go Figure.

As such Forbes gives us “What’s most interesting is that Microsoft has usually stressed that Edge is built on the same Chromium base as Chrome, with all the benefits of Chrome, only better. “This time, those points are missing. The message stays centered on built-in safety features.”” Og course it is, Microsoft cannot allow for the people to gives them grounds of taking sides in that war, they have far too much riding on out, the revitalization of Clippy is on the line and if people (who are speculatively likely) to select Gemini 3 over OpenAI, the walls of Microsoft come crumbling down. They have trillions riding on this and as I see it (I have zero evidence) is that OpenAI underwhelmed whist Google is riding high, as such they have trillions riding on their bad sense of innovation.

And as I see it, it is really bad when they are repeating some of the settings they had in 2023 when edge was on the line, I reckon together with Xbox and Gemini they now lost for the third time, four times if you count AWS versus Azure. The once so highly Microsoft has now lost against Android, Google Search, Sony, Amazon and now against Gemini. A five times loser of technology. So whilst the media ‘accepts’ “Microsoft now focuses on protection.” The truth is predominantly ugly, the truth is that Microsoft is basically done for. 

And the media can hide behind their timelines when they ‘suddenly’ reveal an independent tester (one that meets with the approval of Microsoft) But it might be too little and too late for the media as well. 

So whilst Microsoft hides behind “Chrome attracts more security threat headlines than any other browser. This year, Cybersecurity News says, “Google addressed a significant wave of actively exploited zero-day vulnerabilities affecting its Chrome browser, patching a total of eight critical flaws that threatened billions of users worldwide.”

All these vulnerabilities were “high severity with CVSS scores averaging 8.5,” with the world’s most popular browser targeted “by sophisticated threat actors, including state-sponsored groups and commercial surveillance vendors.”” And weirdly enough, my Android is flying high using Google, the only threat I had for a while was influencers pushing me against my will towards Edge. As such there might be truth in the last statement, but I think Microsoft is overselling that idea. And as the evidence s shown to us, I really believe I am right all along. So as you might realise that Forbes hides behind their final words “As you see, none of this is clear cut.” I believe it is and it requires a true independent test of Gemini versus OpenAI. But perhaps I am oversimplifying the problem. I apparently tend to do that and it has nothing to do that I have been in IT for over 45 years. So you all have a great day, I finally look forward to some sleep. The temperature has dropped from over 30 degrees to 24 degrees and it is 02:00. And did you catch the one element Microsoft is leaving alone? It is that Apple is less of a threat than Google is, is it the 26 profiles of their Alphabet? I let you decide. I have seen the light and the seas of snores are beckoning me.

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December 18, 2025 · 23:58

The wrong focus

Two messages passed me by today. The first one was given to us by CNBC (at https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2025/12/17/oracle-stock-blue-owl-michigan-data-center.html) with the headline ‘Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center’ and I wonder why the headline wasn’t ‘Blue Owl Capital pulls out of funding $10 billion data center’ with the optional added “the project remains “on schedule” but that Blue Owl was out of funding talks.” And as we see “Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.” And when we see “the plans fell through due to concerns about Oracle’s rising debt levels and extensive artificial intelligence spending, the FT reported, citing people familiar with the matter. This comes as some investors raise red flags about the funding behind the rush to build ever more data centers. The concern is that some hyperscalers are turning to private equity markets rather than funding the buildings themselves, and entering into lease agreements that could prove risky.” I am wondering why the focus is Oracle and not Blue Owl Capital. Even as others give us ‘Blue Owl Capital (OWL) Is Down 7.1% After Liquidity And BDC-Merger Lawsuits Surface – What’s Changed’ (at https://simplywall.st/stocks/us/diversified-financials/nyse-owl/blue-owl-capital/news/blue-owl-capital-owl-is-down-71-after-liquidity-and-bdc-merg/amp) with “Blue Owl Capital has faced multiple securities class action lawsuits alleging that it misled investors about liquidity pressures tied to redemptions and the planned merger of its business development companies, following weaker-than-expected third-quarter 2025 results and contentious merger terms for OBDC II shareholders.” As well as “Beyond the legal claims, the controversy has highlighted how liquidity constraints, redemption limits, and potential valuation “haircuts” inside key private credit vehicles can affect confidence in Blue Owl’s broader fee-based asset management model.” So the setting could be “Oracle dips because Capital Asset Management cannot get their settings right” it is a speculative statement, but it does hold water in light of what we are shown, so why CNBC focusses on Oracle and not on Blue Owl Capital is beyond me. Is it because kicking a true innovator is more sexy than a Capital Asset Management player? I feel slightly protective of real innovators and as far as I can tell Oracle has been a power for innovation for over 45 years (yes I am that old).

So when we see “Blue Owl Capital’s narrative projects $4.2 billion revenue and $5.1 billion earnings by 2028. This requires 17.5% yearly revenue growth and about a $5.0 billion earnings increase from $75.4 million today.” And there is the real culprit, players like Blue Owl need to make money and the entire setting for what they call ‘AI’ will not show revenue for over 2 years and that is what is hampering these players (as I personally see it).

So when we see “The person added that Blue Owl was also concerned that local politics in Michigan would cause construction delays. Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks.” I reckon that Blue Owl will move out of at least one other project, as such some players need to step up and it goes without saying that these ‘money makers’ will see stretch marks in their projected revenue womb and it will be a nasty setting for those that are relying on profit per quarter and that was the setting I foresaw almost a year ago and a setting that will bare scrutiny because there are trillions invested and some makers of money will start to realise that as they aren’t making enough money for their shareholders, they will become nervous and as I see it, Google has the inside track now and those relying on OpenAI and Sam Altman will start to see their revenue falter, it is no longer a one player game and that is before we consider where Huawei is going in all this. 

The second article ‘Amazon Set to Waste $10 Billion on OpenAI’ (at https://247wallst.com/technology-3/2025/12/17/amazon-set-to-waste-10-billion-on-openai/) the question becomes. Is it really wasted? We see the first setting “OpenAI, which until recently has been the leading artificial intelligence (AI) company in the world, has raised money from a long list of investors. Some are venture capitalists who are simply writing checks to get returns. However, another list consists of money or strategic deals with Microsoft, Oracle, Softbank, Nvidia, and, soon, Disney.” This part raises a question “Some are venture capitalists who are simply writing checks to get returns” the question is part of a timeline. When they get the money is another part of this equation and time is  the factor that holds these money loving parties in check, or not as the timeline shifts towards 2028/2029. So as we consider “Bloomberg reports, “OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp.” Amazon is a tiny player in the AI chip business. Nvidia Corp. (NASDAQ: NVDA) dominates, with a market cap of $4.33 trillion, which makes it the most valuable company in the world. Put plainly, the Amazon deal is part of the dangerous “round tripping” that goes on in the industry. One company invests in another. The company that gets the investment uses the money to buy products or services from the investor.” I see something else. Whilst we get that $4.33 trillion is an important part, the larger setting is becoming “Amazon deal is part of the dangerous “round tripping” that goes on in the industry” this implies that “a company selling “an unused asset to another company, while at the same time agreeing to buy back the same or similar assets at about the same price.”” I see it as double dipping, so we have now (apparently ) arrived to the point where the double dipping is greedily seen on 10 billion, whist the invested setting is over 900 times larger. I personally see that as a new venue towards the bottom of the creamy barrel that everyone wants to dip their wallet in, the setting is spend and the money is gone (or at least locked into a set stage of non-revenue) and that is the second setting I see breaking the economic settings apart in 2026, because this will erupt into something a lot less nice long before we reach 2027 and that is close to 2 years ahead of incoming revenue. Do you still think I am boasting? This is not a boast. It is disappointment, because that setting was clear to me almost a year ago when I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) So I saw this coming a mile away and the others were in the dark? I am not that intelligent, I am pretty clever sop these high paid economists should have see this long before me, or were they hoping that THIS time they could outsmart others? Greed is a vicious circle and will only propagate further greed a game without winners and all who play it lose, or they sell others down the river to get their goods. So how did that end in 2008? The movie Inside Job has a few markers, but who ended the game with a full purse tended to be awfully little and they wasted trillions on that idea and now we get a setting more intense and with more money at play all whilst the previous setting is still hurting a lot of people. Now, the impact will be a lot more dangerous with too many people relying on the setting others give whilst not giving them the full story. How does that usually go over?

A stage that could sink America as I see it, but perhaps I am just a radical depressed individual. Have a great day you all. My Friday begins in less than 5 minutes.

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December 17, 2025 · 21:24

The neighbors have coffee

That is the setting, but that is not what this is about. We are given a setting (at https://www.sbs.com.au/news/article/trump-has-ordered-naval-blockade-of-sanctioned-oil-tankers-in-venezuela-he-says/gcrwrmllu) where we see ‘‘Act of war’: Trump orders blockade of ‘sanctioned’ Venezuela oil tankers’ and we see “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production. The US armada “will only get bigger,” Trump said, until Venezuela returns “to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.”” But is that true? At what point did Venezuela steal oil from America? Why assets did they steal? What land was stolen? Can we get a clear explanation of that? And if comes with two other settings. The US is pulling out all its troops out of Europe. And in the second setting we see today that one of the most successful American businesses is filing for Bankruptcy. Del Monte originated from California canners in the late 1800s, becoming a household name through the California Packing Corporation (Calpak). It has filed for bankruptcy due to the tariffs on fruits and aluminum. It drove them under in 6 months. And as I see it, a speculated setting is that President Trump will need to sue the BBC, because America is about to lose everything and not one intelligent being will do business with him beginning in 2026. 

As I said so before, America is done for and the longer everything is suspended in ‘investigations’ the longer it takes for the America people to see what hardship they are due for, not for a week or a month, but for several years and that is if someone takes over the helm of the good ship America and takes it in a 180 degree different course, there is no other way and even then it will take half a decade to clear the tourism setting that it now has and rebuild trust (which will speculatively take 3-5 years). 

So as we were given “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production.” as well as “Caracas blasted Trump’s announcement on Tuesday, saying he aimed at “stealing the riches that belong to our homeland.” Venezuela has been sidestepping US oil sanctions for years, selling crude at a discounted price on the black market, mainly to China. Venezuela is estimated to have oil reserves of some 303 billion barrels, according to the Organization of the Petroleum Exporting Countries (OPEC) — more than any other nation. “If there are no oil exports, it will affect the foreign exchange market, the country’s imports … There could be an economic crisis,” Elias Ferrer of Orinoco Research, a Venezuelan advisory firm, told AFP recently.” As I personally see it (and I might be wrong) America is broke and it is about to lose whatever it has to pay for the interest on the loans they have. The Administration had a setting they tried and it backfired. Greenland isn’t giving up its land, Canada is turning down America and worse still, Canada is now making headway in impressive economic strides for Canada which is also hurting America. As I see it, the stage that was left was to ‘annex’ the Venezuelan oil fields. This is likely to fail, but more disastrous nearly all lands will gain mistrust of the American way which is now showing to be selfish at the expense of all others. That is as I see it the Legacy that President Trump is leaving behind and the sooner others see it the way (several already do) the more America sees the hurt it imposed on itself. 

And when places like Del Monte is filing for bankruptcy, it will not be alone ad the more these places are hidden due to ‘National Security’ or whatever reason is given and others are seemingly ready to follow. There is American Unagi, American Signature, parent company of furnishings retailers American Signature Furniture and Value City and more are on the list of those reading Chapter 11 of the book of economic hardship. All these facts are settings that give America a stage of disaster and the American administration remains in denial. 

Even if America succeeds with Venezuela, America is done for. No-one will trust America for decades. Not the EU, not the Commonwealth and parts of Asia will also shun America. And for a lot Canada is the more trustworthy option, so Canada will de decently well and as we recently saw Lockheed Martin is getting replaced by Saab AB and that is merely the tip of the iceberg. So whilst America withdraws the troops from Europe, Europe has one card left to play. It can throw America out of NATO and that has massive repercussions. You see America has 70,000 troops in Europe, those who are send back will likely lose their jobs, then they get a massive downturn in their defense industry. Which will upset Raytheon, Northrop Grumman and Lockheed Martin. All that has a massive economic footprint. When the Europeans turn away from American hardware, America’s economy takes a swift dive into an abyss where it cannot afford the gravy trains it supported and that has other impacts as well. I reckon that the media is next, as American media gets shunned in Europe and the Commonwealth their incomes and more important their influence will wane into near nothingness. 

So am I correct?

I honestly don’t know, but that is what I see, the markers are undeniable and they tend to cross nations, they cross interests and they cross political allies. As I see it, America might in the end have one ally left, Russia. So how does that sit with the anti-communist setting of the Republican Party? And next on that list id the waning of the CIA, you see as the Commonwealth stops trusting America, the CIA us also shunned from the meetings it needs to have and as such it is about to require a lot more money to stay afloat and that is the one thing America no longer has (at least until they get the Venezuelan oil) settings upon settings that sets the game that will be played and America is largely out of moves. They are about to falter in intelligence, they are faltering in business, the will soon falter in media and as I see it, the steps the American administration made towards Hollywood is strengthening Canadian, Australian and British film industries and those settings are getting larger and worse for America. So feel free to disagree and that is fine, but I reckon you need to investigate on yourself and see what the media is hiding from a lot of people. And as I see it, America is about to falter and leave the people in America without anything. Because the AI scare fare is about to cost American wealth trillions of dollars (according to some a number between nine and fifteen) who who gets to pay for all that? Microsoft? OpenAI? I reckon that it will come out of retirement funds and if I am wrong, I am wrong. But do come with actual numbers. We can see “US retirement funds are extensively invested in artificial intelligence (AI), primarily through large index funds, mutual funds, and ETFs that hold significant stakes in major tech companies leading the AI revolution, such as Nvidia, Microsoft, and Alphabet.” As well as “Indirect Investment via Large Cap Tech Holdings: Many common retirement savings options, like S&P 500 index funds or target-date funds, have a large, concentrated exposure to the “Magnificent Seven” tech stocks (Nvidia, Microsoft, Meta, etc.) that are heavily driving AI innovation. Nvidia’s significant market value, for example, means it has a large weighting in many diversified portfolios, creating inherent AI exposure.” That is the bubble fear you should have and when America stops, you better have a sock with reserve funds, because that is all you can live on when it collapses.

Have a great day.

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December 13, 2025 · 21:10

Orchestration

That was on my mind when I was considering a few settings. Orchestration by the media no less. To get the full view to this, I need to explain a few items. The media has NO responsibility to print (or news talk) on any given subject. And there is something called Defamation by omission. 

While defamation typically involves publishing a false statement that harms a reputation, an omission of facts can potentially give rise to liability if what is published is rendered misleading or defamatory as a result. The test is whether the omission gives a defamatory meaning to the published material that would not otherwise be present.

So it does exist, but the setting is extremely difficult to prove. There are more provisions, but they will not be applicable to this setting. As such I leave them by themselves. So two weeks ago we got all that Code Red settings in regards to OpenAI, they were not giving us that they would have to WOW the audience, or was that me saying that? So a few days ago ChatGPT released 5.2 and as far as I can tell there are several dozens of articles, but only Wired gives us some of the goods

With: “OpenAI has introduced GPT-5.2, its smartest artificial intelligence model yet, with performance gains across writing, coding, and reasoning benchmarks. The launch comes just days after CEO Sam Altman internally declared a “code red,” a company-wide push to improve ChatGPT amid intense competition from rivals. “We announced this code red to really signal to the company that we want to marshal resources in one particular area, and that’s a way to really define priorities,” said OpenAI’s CEO of applications, Fidji Simo, in a briefing with reporters on Thursday. “We have had an increase in resources focused on ChatGPT in general.”” Publication and presentation talk, Sam Altman is great at that. But the media? Where are they? Who actually looked at them for the last few days? Where are those articles? 

I am not out for blood, or out to get Sam Altman, I am out to get the media. They are all about the danger setting, but this is becoming out of balance and the media loves their digital dollar raking, but enough is enough. They need to fess up to the settings and do something about it all. If ChatGPT 5.2 is great, fine. I don’t mind, but I want to get the goods and the media is falling short in several ways. Venezuela, OpenAI, Israel, Saudi Arabia and that list goes on, they are (as I personally see it) catering to their need for digital dollars as long as it agrees with the stakeholders they are reporting to.

The Wall Street Journal (at https://www.wsj.com/articles/openai-updates-chatgpt-amid-battle-for-knowledge-workers-995376f9) gives us “The release comes about a week after Chief Executive Sam Altman declared a “code red” effort to improve the quality of ChatGPT and to delay development of some other initiatives, including advertising. The company has been on high alert from the rising threat of Google’s latest Gemini AI model, which outperformed ChatGPT on certain benchmarks including expert-level knowledge, logic puzzles, math problems and image recognition. The new OpenAI model was described by the company as better at math, science and coding benchmarks.” And as I see it, nearly all the media gives exactly the same lines and no one is actually looking into how good ChatGPT is now, or even whether it is or is not. There are investors with Trillions on the line and the media is playing the “distancing game”, only when things go bad they are tripping over each other giving us the lines and at that point the stakeholders have the like it or lump it.

Is no one noticing that part of the equation? 

So, is GPT-5.2 the WOW result everyone is banking on? Did it defeat Gemini 3? I don’t know but the media should have been all over this and they aren’t. As I see it, this is a form of orchestration but to where I don’t know. Is it about the trillions invested (I see that as liability towards investors) is it about the absence of excellence (I see that as liability towards both Google and OpenAI) and there is the liability towards the readers or listeners of whoever they service. So this isn’t defamation, because in all, the media did nothing really wrong. But they sold us short whilst claiming they are there for us and they are not.

So is it me? Or is there is larger setting that is ignored by too many?

I know that some will not agree with me, but after the days of the Code Red, where are the media results of what OpenAI/Sam Altman produced? Not the same hundred words they all seemingly give us, but the real results, the real tests and the real impressions. I haven’t seen one result from them. Even with my limited knowledge (I never used ChatGPT) I could drum up a few tests in seconds and I would put both Gemini 3 and ChatGPT5.2 on the road. I could let them lose on a few of my articles and see what they both come up with and how long it takes them. Something EVERY baboon working in media (sorry, not sorry) could have come up with in mere seconds. Isn’t it lovely that they never came up with that? Think about that for a moment when they give you another runaround on Oracle, like Quartz ‘Oracle’s big AI dreams are freaking out Wall Street’ and Forbes with ‘Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell’ all whilst no one is looking at the true and real value of Oracle. No, the investors must be spooked (for whatever reason). So you all have a great day, we are nearly all in Saturday now and I am a mere 170 minutes away from Sunday. 

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December 12, 2025 · 12:09

Dropped balls

There are several balls that have been dropped by a whole range of entities (cannot call them people) and there is a larger setting. 

First there is Bioware with an at some point appearing Mass Effect and I wrote about the options of a remade and remastered Mass Effect 45 where you get Mass Effect 5 as well as an upgraded and ‘corrected’ Mass Effect 4. I did this in 2018 (might have been 2019) but it was over 6 years ago and I get that AAA games take time, especially if they are done in Unreal engine 5, that sucker takes heaps of precision, especially in the setting that Mass Effect has (and their is need for precision here) and that is merely the first. Then there is need for pointing out several matters. You see, Google with whatever version they are working gives when we ask for “Intelligence UAE” (I was apparently looking for SIA) but I got 

Latest update:We continue to advise exercise a high degree of caution in the UAE. Tourist visas for the UAE are issued on arrival in Abu Dhabi and Dubai. For the latest information on traveling to, from or connecting through Abu Dhabi and Dubai international airports (see ‘Travel’).
(20 Oct 2025)

Now consider that the UAE is one of the safest countries in the world, as such, we have an issue. Yet when I ask for “UAE safety 2025” I get: 

The UAE is considered extremely safe in 2025, topping global safety indices with low crime rates and top-ranked cities like Abu Dhabi and Dubai, known for advanced security, political stability, and strong law enforcement. While generally very secure, visitors should still be aware of local laws, as some actions (like specific clothing) can be misinterpreted as protests, and it’s wise to avoid demonstrations and follow official advice, as political situations in the wider region can be unpredictable. 

Now consider that I ask this in 2025 and then try to question the first setting. As I have always said AI does not exist and the current Near Intelligent Parsing (NIP) that is managed by software engineers (programmers) and the setting we see here in Google is equally questionable by all who cater in the AI field. I also made mention of this in ‘And Grok ploughed on’ on November 27th (at https://lawlordtobe.com/2025/11/27/and-grok-ploughed-on/) a setting that many aren/t looking at, all whilst the people at large need to recheck everything some NIP solution is and gives, whilst most of these are quite literally riddled with bugs (also called programmer features).

It started as I was curious about Project Raven (I knew nothing of this about 24 hours ago), I am not completely dim to that setting as Wiki gives us “Project Raven was a confidential initiative to help the UAE surveil other governments, militants, and human rights activists. Its team included former U.S. intelligence agents, who applied their training to hack phones and computers belonging to Project Raven’s victims. The operation was based in a converted mansion in a suburb of Abu Dhabi in Khalifa City nicknamed “the Villa.”” I know that Wiki isn’t the most reliable ever, but at present it is more reliable then the press and the media, but what I needed to learn were names, namely Karl Gumtow and Cyberpoint. Basically as I am also looking for a job, and there was word that they were operating in Australia as well (which was proven to be incorrect). 

But there was a setting that places like LinkedIn never considered, the NIP setting of connected business and whilst we can call this a dropped ball, the setting is clear. These companies can never be found by some as the short sighted LinkedIn people are still on the page of “Are you hiring at present?” And they ask it of people who never hired in the first place, as well as flooding the mail system because that is a metric that they can measure (and it is utterly useless). 

But that setting is out there, so perhaps a competitor of LinkedIn could step in? Considering that Saudi Arabia is advertising that they have over 3000+ available positions (source: Arab News) and not just them, ADNOC is also hiring, but people need to know this and that is a filtered setting. There might be a reason that these two firms are merely looking for local staff, but as I see it, companies in the Netherlands, Germany, Belgium and perhaps France is looking for people they cannot find. As such as I personally see it, LinkedIn dropped the ball there as well. 

Then we get numerous places, outside of the gaming industry and the tech industry Some give us jobs like Healthcare (Nurses, Aged Care, Support Workers), Technology (Data Scientists, IT, AI/ML Specialists, Cybersecurity), and Trades/Construction (Electricians, Plumbers, Managers), so where is that knowledge going to? Let’s confront places like Canada, who is short on a lot of them and where is the offer for UK people, apparently they have an unemployment that recently rose to 5.0% (as of September 2025), its highest level in years, with 1.79 million people jobless. As such where will they go? If they do not want to go anywhere, that is fine, but in this stage, where people either accept jobs in other places or drown in rising cost there is a new setting, one that approaches the great depression (1929 to 1939) in that stage people would travel for days. By 1933, the U.S. unemployment rate had risen to 25%, about one-third of farmers had lost their land, and 9,000 of its 25,000 banks had gone out of business. People would travel to other states to get a job and support their families. It was not uncommon for people to hobo to California or Texas to find a job and send dollars home to keep their families safe. As I see it, these days are returning and people will Tavel all over the EU to get the same, or even go to the lands of opportunity like the UAE and see what can be gotten there. We aren’t in that stage yet, but that stage is just around the corner, especially for America as it is (apparently) “The US is experiencing significant job losses in late 2025, with layoffs reaching a five-year high, exceeding 1.17 million by November, driven by high inflation, interest rates, corporate corrections after pandemic hiring, and AI adoption, impacting sectors like tech, retail, and government, leading to a tougher job market with fewer new jobs and lower seasonal hiring.” I might seem low when the population if over 335 million, but that doesn’t matter to those who lost their jobs and these raking in the money handing out jobs (like recruitment company) and they are merely Direct Mailing all over the place to get their revenue. There is a larger need that is clear in Australia, Canada, New Zealand, United Kingdom, and several other places. 

As I personally see it, they are all in the mindset of “How can I get the same revenue for less work” instead of “How can I achieve more” because the second setting cleanses the Job loss setting and I am not saying that it solves everything, perhaps not even anything, but the lack in the mindset is the new prepared mind, which is currently not preparing at all.

And when you think that the US job losses are high now, consider what happened in 2026 when the impact of snowbirds is truly seen on the balance sheets in Florida and California. I reckon that in 2026 San Diego will face a massive job loss percentage and that is before the B&B that will go bankrupt in California as well as Florida hits US administration records. The Trump administration is losing more and more and as I see it, those waves will hit faster and faster in 2026. In the meantime there is every chance that Canada will be the next El Dorado, right in the middle of the snow as that is where fresh drinking water is found, America lost that setting too, because as I see it, no real investigation had been made for close to 10 years and whatever we see is a mere “Generally safe” and that it is the homeowners duty to check their wells. But no one is looking how the groundwater are impacted by chemicals and there is (as far as I can tell) no real investigation there. 

All balls that are dropped, some merely impact individuals and some impact whole population. All whilst places like Australia, Canada and New Zealand have larger settings to truly check these numbers. Did I show too much balls here? (Sorry, intentional grammar folly) The balls we see are not always the balls we care about, but they need to be shown to show that there is a larger failing and it is a very global failing. A setting we all saw coming, but it wasn’t our responsibility and it was not on our plate. Newsflash! The media isn’t doing its job and as such we need to have a wider look at things that COULD affect us, our families and our loved ones. 

Have a great day, except Vancouver and Toronto where I have to say “have a great yesterday”, my personal ever ready time travel jokes remain. 

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December 9, 2025 · 17:10

The increased revenue setting

That is what we look for and I found another setting in something called Airport technology. You see, we see ‘King Salman International Airport, Saudi Arabia’  (at https://www.airport-technology.com/projects/king-salman-international-airport-saudi-arabia/) and the facts are clear. An airport that covers about 57km², positioning it among the largest airports by footprint and is said to “KSIA is expected to handle up to 120 million travelers by 2030, and up to 185 million passengers and 3.5 million tonnes of cargo by 2050” But I saw more. You see, on the 26th of September I wrote ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) where I saw the presentation of an Near Intelligent Parsing (NIP) thought that could revolutionise lost and found settings in airports, on railway stations and a few other places, the instant winners of this idea would be Dubai International, Abu Dhabi international, London Heathrow and several other places and now also King Salman International Airport (KSIA), I would make some alterations to it all. In stead of entering it all, use PDA’s to records the data as it happens and when it is all entered use what they use in Australian hospitals for wristbands, print that data and attack it to whatever is found. If this is properly done, it will be done in mere minutes and within an hour people can look for the items, they could pick it up on the way back, in some cases it could be delivered to their hotel. This would be customer service of a much higher degree. And as I see it, the five airports (namely King Khalid International Airport, King Abdulaziz International Airport, King Salman International Airport,  Dubai International Airport and Zayed International Airport) could become the frontrunner to make an Near Intelligent Parsing (NIP) solution (not calling a solution based on DML/LLM AI) that could be the next solution for airports al over the world and there is some personal gratification to see America talk about how great their AI solutions are, whilst the little guy in Australia found a solution and hands it over to either Saudi Arabia or the UAE. A solution that was out there in the open and players like Microsoft (Google and Amazon too) merely left it laying on the floor and the elements were clearly there, so I hand it over to these two hungry places with the need to see what it can offer for them and in this it isn’t mine. It was presented by Roger Garcia (from Interworks) and the printing setting is already out there. Merely the joining of two solutions and they are done. So as I see it, another folly for Microsoft (honestly Google and Amazon too). This setting could have been seen by a larger number of players and they all seemingly fell asleep on the job. But if I know what Saudi’s and Emirati’s do when they see something that will work for them. They get really active. And so they should.

And consider that these airports will cater to close to half a billion travelers annually, and as such they will need a much better solution than whatever they at present have and there is the setting for Interworks. And when these solutions set the station towards delivering what was lost, the quality scores will go skywards and that is the second setting where the west is bottoming out. One presentation set the option from grind to red carpet walking. A setting overlooked by those captains of industry.

Good work guys!

So whilst I start preparing for the next IP thought I am having there is still some space to counter the US and its flaming EU critique. Let us remind America that the EU was the collection of ideas from America retail who were tired of dealing with all those currencies and in the late 80’s AMERICANS decided to sell the Euro to Europeans, all because they couldn’t sort out their currency software (or currency logistics) and now that it starts working against them they cry like little girls. Go cry me a river. In the meantime I will put ideas worth multiple millions online and let it fly for the revenue hungry salespeople (and consultants). In this case it wasn’t my idea, I merely adjusted an idea from Interworks and slapped some IP (owned by others) to make a more robust solution. I merely hope to positively charge my karma for when it matters.

Have a great day, except Vancouver, they are still somewhere yesterday.

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