Category Archives: IT

May 4, 2026 · 21:58

I call it fake for a reason

I was battling what to write about and there was Elon Musk giving me a perfectly good reason right of the bat. Well, it wasn’t Elon who gave me the idea, it was his product Grok. I have always said that AI is not real because of the missing parts, and it comes with a few constraints by certain (so called) captains of industry who are lacking in several ways. It is also connected to some other things I do. You see, no matter how you come, how much you innovate the idea, you will end up with a mere 0.1%-1% of the true value of the product. Todays ‘captains’ are utterly set into the exploitation of everything they see. As such I put it on my blog. When my stuff is in the open they cannot really claim any innovation. You see the IP is no longer protected by intellectual property laws, and the public is free to use, share, and build upon these works without seeking permission from the original creator. I might get something out of it but for the most I get the satisfaction that these ‘captains’ see the loss of an idea towards everyone. If I am unable to get something out of it, it will become Public Domain and perhaps it will spread my fame in that way. Some will smile at this and call me stupid (or a fool) but I am out of their reach for exploitation. As I see it, I gave the world over a dozen options for enrichment and in this way the Indie developers get a leg up without fear that a larger player will cut them out. Small comfort. But that is what is.

So, whilst I diverted, it was for a reason. You see the AI of now is fake AI (at best), all of them are because the two elements missing are evolved versions of Shallow circuits, as stated (for as far as I know) IBM has the strongest version of this, but still another system is required, a trinary operating system. Binary will not do for AI, the setting of Null, False, True and both is required for a true AI to come and no-one has that yet. A dutch physician got the Epsilon particle made (or found), this was going to be instrumental and to evolve this in an IT setting (most likely through yet undetermined means), but I digress, what I believe to be a weakness, doesn’t make it true. Alternative evidence is needed and I found it a few times over, but in this case I will revert to my last story ‘As oil burns’ which I published on May 4th, 2026 at 12:33. About an hour later I used Grok to look at my story. The first view after an hour was:

Lawrence van Rijn’s post links to his new blog article “As Oil Burns” on lawlordtobe.com, discussing surging oil prices triggered by Iran’s closure of the Strait of Hormuz amid escalating US-Iran and regional tensions. The author, a postgraduate IT student and Master of IP Law candidate at UTS, regularly analyzes geopolitical issues like oil production shifts, UAE’s OPEC exit, Iranian attacks, and US military deployments in his personal blog. As of May 4, 2026, the X post shows very low visibility with only 4 views and zero interactions, typical of his niche personal commentary on current events.

This is what AI does? Is that really a view on what I wrote on: https://lawlordtobe.com/2026/05/04/as-oil-burns/

A story containing 986 words with more than 523 words (which is 54%) on Russia, the top line gives zero consideration on Russia, it gave me another thought, but Ill get to that later. The second view (on the same text) was after 6 hours and there we see:

Lawrence van Rijn’s X post shares a link to his own blog article titled “As oil burns,” published May 4, 2026, focusing on Ukrainian strikes against Russian oil tankers and infrastructure during the ongoing Russia-Ukraine conflict. The article cites a BBC report on Zelensky’s claims of attacks damaging three shadow fleet tankers, a warship, and a patrol boat, estimating 300,000-500,000 barrels per day reduction in Russian oil transshipments and over $7 billion in total losses from such strikes. It highlights Russia’s high military losses including over 11,900 tanks and 1.3 million soldiers, diminishing oil revenues forcing production cuts, and predicts further geopolitical isolation with limited export options remaining.

So what AI requires 6 hours to give better show of the same text? So, is my view of ‘Fake AI’ still wrong? As you can see the first part also gives no mention of the BBC and a few other parts. I got to the thought that this DML/LLM engine is allegedly used to filter out certain parts, until it can no longer hide a few things. Don’t forget whatever is done in DML/LLM is programmed by engineers, and whatever they say it is, that is what it becomes. People forget that and it is why thy fall in the AI trap, even though some clearly see that it is a fake solution. Don’t get me wrong DML and LLM are amazing inventions, but the courts will see through this and someone will blame the programmers and their bosses, this is why I saw the court cases come to blows in 2026. I particularly liked AI Misuse in Australian Courts (2026) where we see “over 73 cases identified where GenAI produced false citations.” So what AI does produce false citations? That requires a programmer. In addition, related to that is Warner v. Gilbarco, Inc. (February 2026) where we see the quote “AI to assist in case preparation does not automatically waive attorney-client privilege, characterizing broad requests for AI-generated documentation as a “fishing expedition”” Does this imply the AI uses deception to give us a “fishing expedition” or did (a massive perhaps) a programmer set this situation? As the evidence is added up, we get to see a different setting, a setting that gives notice that we should aim our attention to the programmers and their bosses. So at some point the influencers will be called into court and it is already happening “legal battles surrounding AI influencers, digital replicas, and content generation have shifted toward establishing liability for harmful outputs and defining the limits of AI-generated content protection. Key developments in early 2026 include lawsuits over AI-generated sexual content and major court decisions regarding copyright of AI-driven work.” Where we see (at present):

  • Ashley St. Clair v. xAI (Deepfakes and Platform Liability)
  • Tennessee Teens v. xAI (Child Safety)
  • Thaler v. Perlmutter (Copyright of AI Art)

And as these cases are resolved, the influencer drive of AI will dissipate and we get these bosses to ‘present’ their view, but they will be careful as they are decently unwilling (as I see it) to become liable. So whilst I will look to find a party to allocate $5M (post taxation) to my coffers, I will try to remain vigilant and see what other things some of these ‘Captains of industry’ have been overlooking. Apparently some say I need a hobby, time will tell. Have a great day.

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May 3, 2026 · 12:03

That turning point

We see all kinds of turning points. We see the mess some leave others and when they get ‘hindered’ by their own ego, the damage can be massively debilitating. So as the BBC (at https://www.bbc.com/news/articles/cd9pn541jjlo) gives us ‘Germany says US troop withdrawal ‘foreseeable’ as Nato seeks clarification’ with “Germany’s defence minister has said the US decision to withdraw 5,000 troops from his country was “foreseeable”, as the Nato military alliance says it is seeking clarification from Washington.” I see a turning point. A turning point that takes away whatever credit they still had in Europe. Let me explain, the 5,000 troops are not there for a gimmick. Russia could see a (delusional) massive opportunity to make Europe theirs, but that fictive setting is now an option for China to become the ‘salvation’ for the fictive danger Russia presents. There is no longer a United States, as such China could come in and offer help. There will be cautious settings by Germany, but as the danger from Russia is ‘presented’ as real, they will accept and that s the sign for Huawei to offer its infrastructure to Germany. Its data centers, its optional DeepSeek and whatever else China can offer and Germany gives China the opportunity too show its technological prowess to The Netherlands, Denmark, Poland, Czech Republic, Belgium, Austria, Luxembourg and France. When Germany goes over, all other nations will see the direct benefit that Huawei and others bring and the United States lose these settings. It might ‘threaten’ with its tariff game, but they are soon to become a population of one. China will take this route for the tremendous benefits their industrials get and as they represent a population of 1.4 billion consumers, Europe will take the setting as the United States merely represents the options to be a consumer base of 25% of what China represents, there will be captains of industry who will chomp at the bit to get into that market. The allegedly viagra overdosing captains of industry in the United States will have to consider what to do next. I reckon that they will go after that President of the United States on a mere need for the loss of industry that this president is exposing the United States to, especially as they have a debt that surpasses their GDP now (source: Financial Times). And let me explain, the same person who stated in March 2026 that the U.S. had “decimated” the Iranian regime and achieved a “total and complete victory”, In early April 2026, this same president said the U.S. was “finishing the job” and that the military objectives would be completed in “maybe two weeks, maybe a couple of days longer”, which was followed by the U.S. would leave Iran “very soon,” but only when it was certain the regime could not build a nuclear weapon and threatened that if Iran did not comply with demands, “lots of bombs start going off”. It is now may and he is pulling troops out of Germany after President Donald Trump criticised German Chancellor Friedrich Merz for saying the US had been “humiliated” by Iranian negotiators in the ongoing war. It was not humiliating. Humiliating is me stating that the Secretary of war Pete Hegseth could’t win a war against a self opening tin of baby carrots even if he was armed with a tin opener. The rest are simple statements of facts. Deal with it and now as he is pulling troops out of Germany, China gets the inside track on a new setting, a direct triangle with China, the Gulf States and Europe all connected to each other, optionally connected through Huawei centers, A Chinese opportunity. And that is before the 2027 setting of the Vatican where the Pope gets his new and lasting nickname “Leonardo da Vici” when he decimates the Republican Party even more. A final lasting tombstone and it will be written by Tatiana Schlossberg when she publishes her book “Before 300” a lasting story about the United States and how it went wrong with the final chapters speaking about the downfall of the United States due to the mindless settings of President Donald J. Trump, he was not the actual cause but he removed whatever escape points Wall Street gave them. Some say it is mere ‘Science Fiction’, but I advice you to preorder that first edition hardcover when it comes in 2031, those hardcovers will be worth a lot down the track.

We can debate all the settings we want, but the settings China is about to get because of the ego of some is beyond belief. So enjoy this Sunday, although Vancouver and Toronto are slow, it is still Saturday there. Enjoy this day and see the opportunities that come knocking all over Europe. 

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April 29, 2026 · 20:57

Reselling is the art

Is it? Or is the art of reselling the game? And they might sound the same, but they are not exactly the same. Confused? That is not the goal, but it comes with the territory. To get this setting, I have to take you back to last September when I gave you (at https://lawlordtobe.com/2025/09/09/one-thought-of-many/) ‘One thought of many’ I gave that seeing at least twice more, but that might be one of the first times. You see, I was replaying Black Flag and it got me thinking and for some reason I was thinking of some corny advertisement of a romantic novella setting. I never read them, but in the Netherlands they were famous.

I reckon that every nation has these in their local language, optionally they are translated, but that is a fact I have no idea on. What does matter that this series has appeal with over 2.5 billion female readers. There are also these novella’s for the male, optionally they are pirate, spy, Jetsetter stories. What matter is that there is now a 5 billion target area. And Ubisoft ha the inner track on this. So as I was playing Black Flag and walking through Havana and Nassau the idea hit me. So when you take away the assassin setting and you keep the places the same, and it would be limited to a location (like Havana/Nassau) and optionally other locations in other games and you can only walk in these places and optionally through a Apple Vision Pro/MetaQuest and you don’t read the story, you play and live the story. I reckon that you can have 5 stories per location and optionally the eagle vision shows the people you need to talk to and progress through the story. You could make more of it, but at first we have the storyline and the way to proceed and that is the story. The story is the live played on the places you normally read about. The next step in novella’s and Ubisoft already has the locations. Consider Jerusalem, Florence, Venice, Forli, Rome, Boston, New York City, Havana, Nassau, Kingston, Paris, Versailles, Alexandria, Memphis, Heraklion, Bagdad, Kyoto, Osaka and several more. This needs no creation, Ubisoft already made the locations, made the art. Now you only need the engine to be altered to let the story flow and you can have 5-9 stories per location and even there, there are short cuts. They merely need to use one location to see if it has the appeal. My voice goes towards Rome with stories for the masses regardless of gender. And with DML and a small investment in these novels you can make  several of them, all unique and perhaps with a creation system and it is all additional revenue for Ubisoft. It becomes what matters in a new direction, not what it was meant for, but what else can be done with this and I reckon with the MetaQuest, it becomes a lot more engaging, the nice side is that there is a massive lack of innovation for these devices, so Ubisoft could enjoy a much larger share of that attention. As everything is due to evolution, why not how we read stories? An engaged form of literature, brought to your eyesight. And when in Rome, you could always consider The Golden Ass (Metamorphoses) by Apuleius. From modern, to classic and educational. This is the age of reinventing the idea that already is and Ubisoft has a tremendous advantage here.

Just my idea on how to go next. And whilst Ubisoft get another version of the same in a new coat with a new audience, they might consider even other paths. Paths I never thought of. So this was the third setting that started messing with my mind two days ago. I have not completed that journey and made you aware. 

Have a great day. Still three hours to go until I wish myself a good morning.

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April 29, 2026 · 11:05

The bad news

That is what was going through my mind the day before yesterday and yesterday I saw something by Al Jazeera who illustrates it to you in a more profound way. They ‘quoted’ “Iran says US no longer in position to ’dictate’ policy to other nations”

I don’t give in to the setting to Iran on anything because they are regarded as utterly evil by me, but as I see it, this one they got right. You see, the United States is as far as I see it the United States is insolvent. All other parties are so ready to debate the fine ‘tactics’ of what is insolvent. But the setting is now that the United States is a liability of 47.1 trillion dollars (according to some), their debt has now surpassed to 38 trillion and if the first set of numbers is correct, the interest is will in 2026 surpass $1,500,000,000,000 and that is a whole range of zero’s. To understand how I got to be this clever (the Dutch singer Herman Brood disagrees because he told me that I would never be clever). I wrote the story (at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) ‘About America, chapter 11’, I wrote it on August 26th 2014. You think that this was too early, but at that point the debt had surpassed 18 trillion then and there was no exit strategy, there still isn’t one, but the debt has more than doubled and the IRS allegedly collected approximately $5.23 trillion, that implies that a third is spend on interest and in that setting President Trump wants to spend a trillion more in defense spending? You have got to be kidding. And whilst we are on the Trump discussion. He pissed of whatever ally he had and they will all let him drown with all his debt. So, he is playing nice with the Middle East and the members of the Gulf States that have cash. I also stated that the AI court cases will increase and I was right “As of April 2026, AI-related court cases are rapidly increasing, focusing on two main areas: AI misuse in legal filings (hallucinated case law) and intellectual property disputes over AI training data.” And I have seen first hand that we have only seen the tip of the iceberg considering “intellectual property disputes over AI training data” and these disgruntled parties are international and those not having some agreement in place will get their payday and their golden checks all whilst they come out of the coffers of the United States, leaving the United States more destitute than ever before. 

So in this case Iran might be correct, the days that the United States is “in position to ’dictate’ policy to other nations” are over. They might do so, for a few weeks, but when the larger bills come calling, we will see a different America and at that point I fear for the well being of my Canadian brothers (sisters too), because whatever Canada has, the United States will need and they will blame on the world their own inability to keep their spending habits in order. As I see it, the only path for the Commonwealth is a path that partners with China and Europe to create one big block (not the cheesy kind) but this is what I expect to happen, because as I see it, the intercepted Iranian tankers are heading wherever the US Navy wants to take them and according to some this is called ‘Western Piracy’, I am unsure what to call it, but it does give more weight to the insolvency issues I am seeing. And whilst some see this as the beginning of a Ponzi scheme of handling things (I am on that boat too), how long do you think that this will continue before all allies that the United States once had will see this as unacceptable and the new allies will almost immediately shy away and whilst the Media has a shrinking reliability, it merely fuels that Middle Eastern media in gaining a more prominent traction with the west. 

So feel free to disagree with what I write, but also take time to investigated the news as it is and compare it to what you know. As such I ended the article in 2014 with “I reckon soon enough we will get more and more long winded talks, but in the end no one is saying anything because those who will be making the speeches are at the heart of what went wrong and no one wants to hold on to that guilt when those left without their house ask them the question ‘where are my savings?’.”

As such I wonder where are some of the saving left, because a Ponzi scheme approach will more easily use the funds of any bank and replace it with an IOU. 

So you all have a decent day, if possible a great day and I call on all Commonwealthians to consider the plight of the Canadians, because no matter how good they are doing, due to PM Mark Carney, they will soon have over 300,000,000 angry Americans looking for a way out and a better way than the hollow shell they are (allegedly) in at present.

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April 28, 2026 · 19:53

Battle lines

As per yesterday several things occupy my brain, even a new technology (which I will discuss at a later stage) today is about OpenAI and Microsoft. I was ‘alerted’ to this yesterday through through Seeking alpha. I think I heard it before that, but I ignored it. Seeking Alpha (at https://seekingalpha.com/news/4579947-microsoft-falls-as-openai-partnership-evolves-says-it-will-no-longer-pay-revenue-share) gives us ‘Microsoft in focus as OpenAI partnership evolves, says it will no longer pay revenue share’ and we are given “Microsoft (MSFT) shares rose fractionally on Monday as the tech giant and OpenAI (OPENAI) said their partnership has continued to evolve, and OpenAI’s license will become non-exclusive. “Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly,” Microsoft wrote in a statement on its website. “The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.”” In my mind I hear “Someone has figured out that this setting is based on shallow settings, the reality is dawning on them”, so whilst we are given “As part of the altered agreement, Microsoft will remain OpenAI’s primary cloud partner, and OpenAI products will ship on Azure first. However, there is now a tweak that says if Microsoft “cannot and chooses not to support the necessary capabilities,” OpenAI can go elsewhere. Julian Lin, Investing Group Leader for Best Of Breed Growth Stocks, said the deal is actually a “net positive” for Microsoft, despite the share price reaction.” I personally believe that OpenAI might present a hardcore liability for Microsoft and they are seeking to insulate from that fallout. And it might be merely my feelings in this and that is fine, but when you see the Anthropic setting, the DeepSeek setting there are several other elements that are roaring is near ugly heard and that has to go somewhere, something has got to break and it seems the ‘staged’ setting of evolutionary contract agree ments, might be part of all that. In retrospect I have no idea how OpenAI and Musk will battle their settings (and I partially do not care either). But the elements are there and whilst we are all about OpenAI, this concept selling setting rubs me the wrong way. So whilst we ‘might’ see ‘OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO’, all whilst some say “do you guys even use ChatGPT/OpenAI anymore? I find myself preferring Claude/Gemini to be honest”, I take a different turn, I don’t use any of them. Basically because they are all fake AI. Real AI is about a decade away, if not 2 decades. I might die before real AI is released, so I kinda do not care.

ComputerWorld, only today (a mere few hours ago) gave us (at https://www.computerworld.com/article/4163971/microsoft-openai-change-contract-terms-again.html) ‘Microsoft, OpenAI change contract terms–again’ starts with “When the two firms announced a revised agreement on Monday, it reinforced the need for enterprise IT executives to work with as many major AI players as possible, given the constantly changing landscape.” I do not disagree, but remember that Microsoft went all out about 5 years ago and whilst we saw all kinds of ‘total wreck approaches’ the ‘partnership’ went on and now that we see “the need for enterprise IT executives to work with as many major AI players as possible”, we might accept that, but we see no DeepSeek, do we? So whilst we see that Microsoft increased its stake and solidified its position as a major investor less than 6 months ago, these plans are now changing. So does Microsoft see something, or do they fear something? And then ComputerWorld gives us “One key component within earlier versions of the Microsoft-OpenAI deal was the change in the relationship if OpenAI ever achieved artificial general intelligence (AGI), a term that eludes a concrete definition but generally refers to AI that equals or exceeds human capabilities.” I find it funny because of all these definitions across the fake AI field. Do they really not see that it is about to fall apart? (Story to follow likely tomorrow). And when this war of the fakers is seen (OpenAI, Google, Anthropic) there is every chance that OpenAI ends up in last position (see another ‘winner’ chosen by Microsoft), but this war setting is almost real, but until there is a real revenue stream coming in, there is unlikely to be a real winner. So whilst ComputerWorld focusses on the market changes with “Analysts and consultants generally agreed that this altered agreement will reinforce, and should extend, the current enterprise IT trend of hedging bets by striking arrangements with a variety of AI providers, including the major hyperscalers. Beyond future-proofing enterprises’ AI efforts, some of those agreements are for practical issues, such as the need to work with global AI firms specializing in different languages that the enterprise needs.” And you already know where this goes next. So, when was the last time you saw this kinda bla bla settings in the last 45 years? I tend to go back to the early 90’s where they all tried to sign businesses up to concept selling, all whilst there was no revenue stream detectable. We see it now here. I get that analysts are not the most revenue sturdy people, but consultants need their revenue streams. It is their bread and butter. And what was that “for practical issues” about? You see ComputerWorld writes a good story and revenue is mentioned four times, three is shown next “In addition, the company’s role as a major investor in OpenAI is driving a different revenue relationship, it said: “Microsoft will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. ”” interesting how salespeople are not that fuzzed about revenue. It is their income and bonus setting. So what was this really about?

Wouldn’t we like to know this? Just a few settings for todays stride in the coming week. And now I need to contemplate what I next write about the bad news, or the new technology. My conundrum  for the last 4 hours of the day.

Have a great one today.

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April 27, 2026 · 18:26

Tomorrow came today

That is the setting and it is given to us by the Khaleej Times. There are two articles, the first one (at https://www.khaleejtimes.com/business/tech/carry-less-do-more-the-huawei-matepad-mini-advantage) gives us ‘Carry less, do more: The HUAWEI MatePad mini advantage’ it shows us the new Huawei setting, all in Harmony Next, so while we might consider “The 8.8-inch OLED PaperMatte display is considerably larger than any other ebook reader of this size and offers incredibly vibrant colours. Saying this is the best ebook reader ever is not a hyperbolic statement. While that alone makes the tablet worth having, it is only the tip of what the MatePad Mini has to offer.” It is not the real power that comes from the mindset of the consumer. You see I’m what some call a brand bitch. I like my Sony TV (and my playstation more) I like my Apple devices (except that Apple phone thingamajig) and I love my Android phone. We are what we embrace and now Huawei in a world where the United States claim that China is evil we are given the new settings. You see, that anti China voice is kinda nice, but as the confidence in the United States is waning with 6 billion people, that anti-China rhetoric becomes stale and lacks credibility. And now Huawei who awaited their time is voicing into the Middle East that there is an non-United States alternative. And that comes with a few additional loopholes.

So whist we are given “Beyond readability, the MatePad Mini supports a peak brightness of 1800 nits, a 120 Hz refresh rate, and a P3 wide colour gamut for rich, lifelike visuals. Easily pocketable and featuring a vibrant, high-resolution, paper-like display, the MatePad Mini is a strong alternative to traditional eBook readers.”as well as “Powering all of this is a 6400 mAh battery, capable of delivering up to 9.5 hours of usage under dynamic conditions, and it can be filled up from zero in just 60 minutes using Turbo mode. The HUAWEI MatePad Mini is compact enough to carry anywhere, yet powerful enough to handle everything from reading to serious productivity and creative work.” And that is beyond the additional apps that give is a rather large function area. This is the first time that Apple faces a competitor larger then they are, more of more and all at a reduced price. So whilst I am Apple minded for my iPad, Huawei now had an alternative and it is loaded with functionality. Is it enough? I am not certain, but as the anti-United States feeling emerge (due to the current administration) and the feeling of resentment grows, Huawei now has a clear path into Europe and people are fed up with the anti China sentiment. Especially as it lacked evidence for the longest times and now that the United States is told to stay in its place. The sentiment for American corporations grow too and there are two settings that fuel this.

The second setting is given to us (at https://www.khaleejtimes.com/business/tech/ai-without-the-hype-the-new-honor-600-redefines-the-smartest-smartphone-experience) where we see ‘AI without the hype: The new HONOR 600 redefines the smartest smartphone experience’ and that is the missing element ‘without the hype’ it redefines the setting of DML and ML, because that is the setting of these Fake AI worlds. Fake AI is hyped by the United States and some resent it (like me) because it is stupid. DML and ML are great tools and they come with LLM settings, which is also a great tool but it is no AI, so as we are given this, we are more easily in acceptance of this. So whilst we see “In a market flooded with overpromised AI features, the HONOR 600 stands apart, pairing a stunning 200MP camera, intuitive AI tools, and marathon battery life into a device that feels as premium as it performs” we see a delivery well beyond any phone out there today the 200MP camera. So whilst we are given “I’ve spent a little time with the new HONOR 600 these last few days, and from the moment I picked it up, it felt like I was holding something far more premium than its category suggests. The design immediately stands out. It’s slim, sleek, and beautifully balanced in the hand. The finish of our test mule in the “Golden White” colourway (there are two other colours available: Black and Orange) catches the light in a subtle but striking way, and the overall build feels refined without being flashy. It’s the kind of phone you instinctively want to show off, not because it’s loud, but because it’s quietly elegant.” We see the next device in HarmonyOS and it will be a threat to Android and iOS. Their 200 MP made it so and whilst we see the stages where some will debate (the ‘but this’ and ‘but that’ people) we see a setting that is water-mouthing for people and influencers alike (influencers are considered to be non-people). 

What we have is the setting for the new stages. We see that Huawei is more readily excepted and that comes with the optional Huawei data centers and that is where the United States will truly be shown the door. And as Huawei gains traction vie the Middle East, there is every indication that the larger stages in Bangladesh, India and Indonesia will embrace that setting as these two places are over half a billion people and Huawei will gain traction to over 2 billion people in this year alone. That is the setting everyone missed and that is what is likely propping to happen. And this is the stage that the United States fears, because their ‘big beautiful whatever’ depends on an audience and one third of the global stage when somewhere else. I reckon that Germany is the first to gain Huawei powers in the EU, followed by some of the other members. My money is on the Scandinavian members driven by Denmark (because of Greenland) and Norway (because of Microsoft) and that will merely be more and more movement towards China. And whilst some will debate the bad things that is China. You forget about the 8 billion people, they are driven by consumerism and quality stuff and Huawei is showing quality and as I see it, it is the first time they are outdoing Apple and when you consider the Huawei Matebook fold. So when the new applications hit these solutions and when (perhaps they already are) we see interaction between the three you know that Apple is outdone and Google will be in a tough spot. It was never their ambition to be in this situation but some idiot in the American administration made China develop their own OS, because Android was no longer available to them, who was that again?

So we now get a new setting and I reckon it will come to blows in 2027, even as Huawei is already ready in 2026. It is a stage that is now up for grabs and when these 4 factors Tablet, phone, laptop and data center becomes available, the United States will be pricing itself out of all the above. So we are likely to see Gulf States, India, Bangladesh, Indonesia and Europe all switching and whilst the United States sees its influence shrinking from 6.5 to 6.2 to 4.9 to 4.5 to a 4.1 to a 3.8 billion audience panic will hit because that implies that there is an expected grow in Huawei data centers and even as it might not all go for a Huawei data center, the premise that it all remains with America data centers is absolutely ludicrous. So whilst the United States depletes its weapons even further on Iranian soil, it is merely fueling it disgust in the rest of the global population. A setting that was almost clear from the start. So where do you think this audience go when it is reduced to a mere 4.1 billion? You might think that it is clear, but the Muslim population is almost 2 billion, so do you thin that Iran will entice them to stay? Or will they merely fuel the drive towards Huawei?

Have a great day this day.

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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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