Category Archives: Law

July 28, 2026 · 00:23

Who is to blame for wind?

This morning I saw an article, mainly the headline from the NY Post that made me furious. The headline gave us ‘Americans are choking on Canadian wildfire smoke because our neighbors refuse to do proper forest management’ with the text “On Truth Social, Trump accused Canada of “Willful Negligence” and vowed to hold the country responsible for “not properly maintaining” its forests.” So, lets recap. On January 2025, Canada send two Canadian crews, with 40 firefighters, and agency representatives arrived at NIFC that week. A fire that was allegedly set by a Jonathan Rinderknecht, age 30. The claim is that he is guilty for killing 12 people and destroying more than 6,000 buildings. The BBC reported that it became a mistrial. So, Canada has approximately 369 million hectares (which amounts to 3.69 million square kilometres) as such 24% of all the forests are concentrated in Canada. As such they an abundance have forests and maintaining that is almost impossible. And lucky for us, someone else gave a much better picture of that. It is seen (at https://cleantechnica.com/2026/07/26/trump-blames-canada-wildfire-smoke-climate/) where Clean Technica voices ‘Trump Blames Canada For Smoke From A Climate America Created’ I would be willing to accept that on face value, but the picture is larger and more distorted than that. It is not merely America, it is the combination of American, Russian and Chinese settings towards the climate conditions we now face. And it is larger than any nation. So what do the United States want to do? Blame Canada for the settings of wind? As such we see Clean Technica give us “China now emits more CO₂ annually, a comparison frequently used to divert attention from the cumulative nature of carbon dioxide. The climate influencing current wildfire conditions was not created by emissions from the latest reporting year. It was built over generations. The United States industrialized early, consumed fossil fuels on an exceptional scale, organized transport and land use around oil, and received enormous economic benefits from doing so. No individual country contributed more to the accumulated warming now affecting forests across the continent.” And as I see it, the fires in Europe (France and Spain) are the worst we have ever seen. At present the tally is set to over 300,000 displacements and CNN gives us ‘France fires may not be fully extinguished for months, authorities say’ this matter because France is merely 5.5% of Canada and it has a population of 68.7 million people compared to the population of Canada which is at present set to 41.7 million people. So the math is simple, Canada has a problem and as I see it, how much support is Canada getting? If I were younger and in a better place I would install as a volunteer. I am however in my 60s and as such more likely to be a burden than anything else and at present there are 803 active wildfires burning across Canada, according to live tracking by the Canadian Interagency Forest Fire Centre, as such that joke called truth central is not to be taken seriously. And as someone makes claims that ““Willful Negligence” and vowed to hold the country responsible for “not properly maintaining” its forests.” As such the United States has forest maintenance and it is managed by the United States Forest Service, which cares for nearly 200 million acres of public lands. The math is giving us that the forest of Canada is about 184.5% larger and it is being maintained by a service that has to make due with a population 41.7 million people whilst the US has a population of 349.2 million, and as I see it, they aren’t doing a stellar job of it. But there is a setting of truth in all this. Clean Technica is correct that the equation is changing the climate issues are now starting to take the forefront, a setting that is clearly seen in France and Spain and as I see it, it is only getting worse over the next 2-3 years. But what is clear that European nations aren’t blaming France or Italy, and as I see it, Luxembourg and Belgium would be the first affected by the fires in Spain and France. 

No matter how we see this, most nations are in awe and in support of Canada and whilst we see this, the outbursts on Truth Social is almost guaranteeing that more and more nations are backing off from the United States and when we compare the fires between France which is a mere 4.5% of the forests that Canada has and it will take France months, there is no telling how Canada will fare with the over 800 fires it has. If there is only one upside, it is the realisation that President Trump is done for in nearly every country in the world. Whist there is clear evidence that Prime Minister Mark Carney should be given all levels of support as well as praise on the 125,000 firefighters that Canada have. The words of the President of the United States are in extremely poor taste and I feel sorry for the United States firefighters, because there is every chance that no one is willing to assist them in any future setting they face. And as we take tally of what is out there, President Trump opened up the setting that they might be seen as one of the responsible parties regarding the climate conditions we now face. As I see it, it is a simple setting of cause and effect, or as some might say “Post hoc ergo propter hoc” which means after this, therefore because of this. It amounts to the failure of “Because event Y followed event X, event Y must have been caused by event X” the reality is that this is almost never ever the case. As is the blame from someone blaming the wind on Canada, if this is ‘considered’ Canada could also consider making claims for the current climate conditions  towards the United States. I like my Irony with a dash of salt and one could argue that when sarcasm backfires, it becomes irony (the sweetest kind). 

So as we wish Canada the strength and good wishes from everyone we know. We should consider that the escalating fires are a reality of these new climate conditions. Canada would not have been enough, but add the fires of France and Spain we get a larger setting, one that might be enough to show that the climate conditions are not only manmade, we might become the source of our own undoing. And regarding the fires in France, it is the worst I have ever known them to be and France takes really good care of their wine fields, as the BBC gives us “Raging mega-wildfires in southwest France’s Gironde region have burned over 42,000 hectares, forcing more than 220,000 evacuations and advancing to within 15 kilometres of the historic wine capital of Bordeaux, threatening surrounding vineyards and wineries” I have never ever known it to be this disastrous, and I have no idea if there is a clear resolution to all of this. I can only stand in support of them and hope for the best. 

Have a great day all and be safe.

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July 25, 2026 · 22:45

Rerun anyone?

As I wrote an article propping questions there. I see earlier today, the BBC is giving us ‘Warning shot or publicity stunt – how worried should we be about the OpenAI hack?’ (at https://www.bbc.com/news/articles/cd9w22n9e4go) as such, I had some initial questions in my article: ‘Is it real or is it media?’ (at https://lawlordtobe.com/2026/07/24/is-it-real-or-is-it-media/) where I posted the idea ““The ChatGPT-maker said its agent – an AI system which can operate alone after human instruction – was being tested in a controlled environment but, after finding weaknesses, was able to escape the test limits.” Which is fine, but that is still programmer controlled. So as I see it “after finding weaknesses, was able to escape the test limits” it didn’t escape it merely found a weakness as its ML systems were taught to find out and went elsewhere. It reminded my of the 90s hacking setting where towards ‘password’ a clever hacker gave “1=1” invoking the ‘True’ setting. Then we get “OpenAI said the incident was “unprecedented”, and it was conducting an investigation alongside Hugging Face, whose boss Clement Delangue said in a post on X it was “mind-blowing that all of this happened autonomously”.”” And now we see “Hugging Face said the hack was different from anything it had handled before because it was done at superhuman speed by an AI with little or no human guidance.” It is the “little” addition to the sentence that is validating my setting of “that is still programmer controlled”, because as I see it, “little guidance” might merely be human ‘adjusting’. And when we see “Hugging Face researchers guessed the mysterious attackers had used one of the big AI models but they had no idea who or where the criminals were.” So, the issues is even bigger, it could have been Organized Crime setting the parameters of a sandbox, I know it sounds outlandish, but there is either a massive shortage in structure and security of DML (Deeper Machine Learning) settings (so it could either be ML or DL) but the setting that this is out there whilst there is no oversight is something that most of the media is painting over with innuendo and whether this is given by some is not in question, also irrelevant. And we see this when we get to “The Scooby-Doo-style reveal was made even more bizarre – and worrying – because OpenAI said its bot did the whole thing on its own, without permission. The firm said it all went down during a test of its tech’s hacking skills.

Two new versions of ChatGPT, designed to be master hackers, broke out of a supposedly secure test environment and gained access to the internet.” We see “broke out of a supposedly secure test environment” implies that it was not secure and the testing facility (the sandbox) is lacking security and oversight. And the statement “OpenAI said its bot did the whole thing on its own” implies that the bot was not monitored or ‘left alone in limbo’ but we all know that any computer is  never idle, it is always doing something and whilst it depends on human interactions it is fine. With autonomous systems it is a different matter and OpenAI should have known that. They are supposed whole lot better than I would ever be and I reckon that the larger issue is what did OpenAI know ad what are they hiding, because as I see it, they are hiding something. I am not sure what and it might be innocent in most cases but as I see it, hiding something is fear for some illumination. That has for themes nearly always been the case.

Then the BBC hits a note that I was playing all along a for the most I hinted to that in the previous article (listed above) but the BBC is giving us “Was it truly a stark warning about the future of AI? Or was it a publicity stunt by OpenAI to show off how powerful their models are? It’s the kind of scare marketing AI companies have been accused of for years and, since the much discussed launch of Anthropic’s Mythos model, cyber-security prowess has been a focal point. One of the top comments on OpenAI boss Sam Altman’s X post about the incident summarises this skepticism: “If y’all can’t understand that this was written to purely brag about the model then I don’t know what to tell you.”” And the ‘statement’ “If y’all can’t understand that this was written to purely brag about the model then I don’t know what to tell you” summarizes it nicely. We also get “The OpenAI and Hugging Face incident is a real-world example of a broader issue we’ve been highlighting for months,” said Dor Sarig from Pillar Security. “Sandboxes alone are not a sufficient security boundary for agentic AI.” And I tend to agree with that. Any Agentic system requires different security requirements. Whether it is Fake AI, True AI or simple ML AI. An agentic system does not work according to ‘human’ settings. I tend to go back to the original chess computers from the 80s. They will try any movement that is possible until they get the right result whilst replaying every chess match that was programmed into its memory. And the chess computer is relatively simple. Hacking into a system has all kind of places to pass. I gave the window example in my previous article. But the setting of software is that they are set to libraries that give abilities to a program. You see, a program gets linked to <stdio.h>, <stdlib.h> and <string.h>, but merely these three open up options in I/O operations, copy operations that are not part of the program, but they are in that system and it can run by all of them in mere seconds, optionally finding alternative options. Even this is not AI, a programmer had to program it in and regardless whether an agentic system does it autonomously, it only does it because it was handed that training and these instructions, and the agentic system started to combine options and learnings and it learned (using my previous examples) that it can leave a location via a window, it does not require to use a door. Which makes me remember an MSDOS program that turned the speaker into a device. So giving it the instruction:

Copy MontyPython SPKR:
Copy MontyPython SPKR:
Copy MontyPython SPKR:
Copy MontyPython SPKR:
Copy MontyPython SPKR:

And then wait from a distance, whist I added this to the autoexec.bat of a friend and watch him go nuts why his PC is singing the tune of Monty Python. It wasn’t me, someone programmed the setting of a speaker to become a SPKR: drive. So when an agentic program gets creative it might take routes no programmer could anticipate, not even when he/she programmed it. Because the reality of the setting is that no sandbox suffices to any agentic program. As I see it, it requires a sandbox in a sandbox and when the agentic program gets out of the inner sandbox the arms of the outer sandbox go off and as I see it, because it was unmentioned, that setting seemingly does not exist.  So whilst I understand the position given by “Cyber security Professor Alan Woodward from Surrey University told reporters OpenAI had “egg on it’s face”, and Katie Moussouris from Luta Security went further, suggesting the AI industry is failing to control its dangerous inventions.” I kinda disagree and it comes from the plain setting that AI does not yet exist. And all this is the consequence of ‘experts’ covering each other by making claims that all this is AI, whilst it is mere ML/DL (I call it DML) and it comes from a programmer. And even as they are covering each other, and clapping each other on the back. They know that the wrong settings are in place, but they are in too deep and it will hinder whatever comes next. There is one upside, you see, the AI Kill Switch Act might be in place before True AI comes to town and that could be the one great good thing.

I get the doubt thrown my way and I get that a lot of people have no idea, even though they gave all their IP and data to ChatGPT. I never used it and until there is a real AI, I will never use it to grow ideas. So whilst IBM (decently recent) gave us “Key concerns include autonomous system risks, data privacy violations, algorithmic bias, widespread misinformation, and intellectual property challenges” which is something I gave several times in the past and it all comes from a programmer, and as soon as they get connected to some sort of organized criminal enterprise the fence is broken open and all that IP will go anywhere and everywhere. That is the larger setting and no one is examining the ML/DL libraries that these players are making and as such when these class actions are placed beyond the settlements that they can afford, the ‘sudden’ revelation comes out and that is the moment these programmers can’t remember anything. And whilst the setting comes to point that the dollar sign no longer validates the setting of “Tech companies argue that training AI on public data falls under legal “fair use,” while creators argue it is unauthorized commercial exploitation” we will get a whole new ballgame and whilst this all plays out, the tech companies are creating new libraries with these agentic knowledge basis making a secure sandbox even more difficult. Optionally it might even contain three sandboxes in a nested structure, but that is merely my view on the matter and I might be incorrect in that assessment. 

So whilst we are facing rerun after rerun and optionally faked settings of Google vs OpenAI, both against Anthropic and all against each other when xAI enters the fold. And all that time the are still figuring out both a Trinary system (I see that as an essential setting for True AI) and how that is voiced into data systems, because they will have ramifications. Which is why I see that Oracle and Snowflake have the largest chances in that respect. I am certain that this is a race that Microsoft is unable to get into and I have no idea where Google is there. I am decently certain that IBM figured this out before I did and optionally they have this ‘under control’ through what was LISP and is now optionally coming to systems in some point in the future. Because as I see it, the setting of a trinary driven system with what I tend to call an Epsilon processor would require a LISP driven setting where the optional inclusion and exclusion would run simultaneously and this requires some form of LISP setting (a personal speculation) and all this would come with IBM shallow circuits. And all this gives IBM the largest head start, even Google might not be able to compete and I reckon that IBM might have talked to someone like Oracle on these settings. I have no idea where IBM is in databases, because in the end any true AI system is depending on the data it has. The question becomes in the meantime, how to transform binary (fake) AI into trinity true AI. The setting will become the discussion among data experts in the next few years and it hold bearing to all this, because it also impacts on how sandboxes are designed and monitored. 

And it it important because as I see it, trinary data takes a fifth of the space whilst gaining 4 times the speed of processing. And that is the setting these data farms will have to content with. As such there is plenty of evolution coming, but in this the stages of security becomes essential and whilst you consider rate quote from Katie Moussouris from Luta Security giving us “the AI industry is failing to control its dangerous inventions” and we are nowhere near the setting of true AI and that is where sandboxes require a nasty upgrade and soon, because soon enough, the kill switch might all there is between our data and whomever has access to data farms. And with security failing like we see now, we might not have that much time left and that is where I saw the need for security, because there is every chance that some AI ‘dealers’ already know that their fortune is set towards who has the most data and there is a need that we need to keep our data safe, but others might not want to do anything about it. Naming names is highly speculative because we aren’t shown the real issues and these people don’t want the real issues to come out because when the game is up, these people are playing for all the marbles in the world and there can only be one winner. That is how I see it and I might be wrong, but at present I feel that I am more right than even I think I should be. 

Have a great day today, I am now a mere 80 minutes away from Sunday.

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July 25, 2026 · 00:42

Optional name calling

That is what has been going through my head, you see, as the BBC (at https://www.bbc.com/news/articles/cvgj61j6l08o) gives us ‘US hits dozens of countries with new wave of tariffs’ where we as nations are starting to call names, and in that setting of name calling, we get a new stage. America has lost whatever allies he thought he might still have. Now, as I see it, America stands alone for the foreseeable future. So as we are given “The US has imposed new tariffs on 60 trading partners in the latest escalation in the trade war reignited by US President Donald Trump when he returned to office last year. Those targeted, including the UK, China and the European Union, will face a tariff of 10% to 12.5% on all goods, accounting for almost all American imports.” As such the kid in me (the one calling other names) wants to find a solution for this and leaving the United States out of this seems prudent. Can we sell to other commonwealth nations? So can we give the United States a bonus tariff twice as much? So any product coming into our nation will get 30% tariff, and we given other nations exporting to us 0% tariff (if applicable) in that same trend places like Canada and the EU importing Australian goods get 0% tariff, same for their stuff getting here. I reckon that America will fave a implosion of non-commerce soon enough. There is nothing wrong with the idea of suspending all goods from Kraft and preferring Italian goods over Kraft. Same for Heinz and whatever else comes from the United States. I bet that there are leagues of Canadian and EU goods that could replace other goods that are (for now) coming from America. I reckon that it merely takes 90-120 days for the United States to ring every alarm bell they can find, because this will also implode Wall Street, when brands like Cisco Systems Inc finds themself part of the tariff settings and when its EU competitor gets the bulk of the jobs that were for Cisco, what do you think will happen when ASUS gets these jobs? Because that is a larger playing field. When goods from the United States are rejected, the goal will be to push long term brands out and when they go anything could happen. Will it be easy? Nope, but could it be done? That is the setting that the American Administration is seemingly overlooking. And not going into a ‘lets talk about this’, but a direct rejection of these options. In the same trend that several European nations are now rejecting Microsoft, what happens when that rejection becomes global? Other brands could now see the rejection lights come into view for themselves, because there is every chance that places in the EU and the Commonwealth see opportunity rise, because they were held back by the competitiveness from the United States, when that falls away nearly anything becomes possible. I reckon that Dell will love that idea (and Ireland just as much so). 

So whilst we are given ““Today’s action will begin to correct what is both a human rights abuse and distortive trade practice to improve the welfare of workers everywhere,” US Trade Representative Jamieson Greer said. The new duties apply to the top 60 US trade partners covering 99.4% of US imports, the Office of the US Trade Representative said.” So whilst that amounts to 99.4% of the US imports, how much of the US Export is set towards these same 60 nations? So whilst we see ‘validation’ through “Asked about the forced labour justification, she said: “I think they were looking for a legal reason to put the tariffs in and that they can maintain them because their goals and Greer has been very clear about this, as has Trump, is about the trade deficit and it is about US manufacturing, it is not about forced labour.”” You see, we are also given “Australia’s total annual imports from the US reach approximately US$60.9 billion” so how much of that could be gotten from the other Commonwealth nations, the EU and China? And set up a system where these 60 nations are given those same settings. As such as these nations could instead of exporting to the United States export the same materials to other nations when they reject all the US exports to their nations. I am not saying it is simple, or even feasible, but the United States exported a record $3.43 trillion worth of total goods and services in 2025. So when we dampen that by at least 50%, I reckon that the old days with people jumping to their death on Wall Street might return. And after that, the United States gets to see what that also brings, because when $1-$2 trillion dollars is likely to keep many people in the United States employed, when that falls away they have another nightmare scenario to content with and they already have a few of these running all over the lawns in Washington DC and optional at Wall Street too. 

As I see it, we need to become a lot more proactive in stopping that insane asylum called White House. And as I saw a term called “Pimp of the United States”, I wonder who they meant, because I merely saw the term, not sure where it was coming from. But in this light it might get another settings too.

So whilst we are reshuffling trade agreements, I reckon that China will see opportunity to hand the United States much less good news, optionally the EU nations and the Commonwealth nations too. So consider this simple setting, Pakistan exports a wide range of goods totaling over $36 billion annually, led heavily by textiles, house linens, and rice. Major buyers include the United States, China, Germany, and the United Kingdom. So what happens when the United States is removed and they get Canada and Australia and a few EU nations to replace the United States? Pakistan is hit with 10% tariff, what happens when they can replace United States with these alternative destinations? How many will need to consider this to see what happens to the United States when places like Walmart end up having empty shelves? Just saying, that game can be played by more countries and what happens when Saudi Arabia and the UAE (both 12.5 percent nations) get the same options? How many more nations need to consider this before Jamieson Greer as the Trade representative can inform President Trump that he has a new nightmare coming his way? And I reckon that these 60 nations will add some numbers, I looked at three nations and I got $36B + $26B + $31B giving us $93B. I reckon that we cannot get 100%, but even if we get a mere 70%, it will add to the incoming nightmare into Washington DC pretty quick and it is the setting we cannot see, because if the Commonwealth, EU and China can create a setting to get our needs met, there is a larger setting that the United States will end up getting isolated in the process and that is a bad place to be, especially with their negative settings in their economy at present. 

I reckon that doing this is a lot more productive than some people resorting to name calling, but that is merely my point of view. Oh, and what happens when people are introduced to Canadian, EU and UAE/KSA movies and TV series? Did anyone see the premise of that, because I have been irritated to no end of American streamers denying other parts of the world these series, because there is a benefit of withholding these series. So whilst Disney is hedging on the setting that these people will resort to Disney plus. But what happens when the opposite is achieved? What cost will they face then? I get that streamers want an advantage and they should use that, like perhaps a year, but what happens when people have had enough? If I feel this now, I am 100% certain that at least 2-3 dozen people feel that same way. And It should not be a forced buy from Amazon either. It feels like a repetition of movies in the 90’s. I am not sure it is a valid comparison, but that is what it feels to me and as I see it, there is plenty to consider from outside of Hollywood. But are these makers considered? Just writing my thoughts out loud (without resorting to capitals), so you all have a great day and consider what I wrote here, I reckon that several of them might see the light and as my mother was originally born in Argentina and lived in Uruguay (Montevideo), there might be some cultural needs too. I wonder who else has a connection to some of these 60 nations. Because culture is a strong handle to have in all of this. Which makes me wonder, when was the last time I had Dulce de Membrillo? Together with a lovely Dutch Cheese (Edam) is quite the treat and I haven’t had that in decades, perhaps even half a century. So what else can we get in the near future in a supermarket near us?

Write to you all later.

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July 23, 2026 · 10:33

What would you do?

We get that is the ‘dangerous’ question, but consider your situation when you are a mere step from becoming broke (or whatever a nation calls itself) you have no credit left, no goodwill left and you need to get your defence settings up (in a major way) as such the United States is set into a almost unbearable situation where (according to several newspapers)  they are requesting ‘Iran war has cost US $37.5bn so far, Hegseth says, as Pentagon seeks billions more’ (at https://www.bbc.com/news/articles/c70gek2kqyno) beside the setting that as I see it, that almost 38 billion amount seems to have been stretched, the request of “Hegseth told the Senate Appropriations Committee it was urgent that lawmakers approve another $87bn in congressional funding for the Pentagon, with $67bn of that destined for operations in the Middle East.” I am not debating the amount, although seems to be a little far fetched, especially as in 2025 the num bars given were “The U.S. national defense spending for fiscal year 2025 totaled approximately $919 billion to $954 billion in total outlays (with the initial Department of Defense request starting around $849.8 billion)” setting the need for Iranian oil well beyond 10% of the total and “The White House asked Congress in April for $1.5tn for the Pentagon over the next fiscal year, which would raise American military spending to an all-time high in the modern era”, where we consider that the US defense forces are at that stage loaded for bear (as expressions go). And compared to 2025 it exceeds 100% of the previous year, as such I am facing questions. It makes sense in my consideration that the United States is about to buckle and they want their defenses to be up when it does. So whilst we are given “Hegseth said current and future training for military members would need to be cut without the funds, as he repeatedly blamed former President Joe Biden’s administration for what he said was an underfunded military. The most senior Democrat on the committee, Patty Murray, pushed back on the funding request, saying it “does not make a lot of sense”. Asked by Democratic Senator Dick Durbin if he had an estimate for how much the war in Iran has cost so far, Hegseth gave the $37.5bn figure.” I can see both sides off the argument, especially if the United States would be forced to forfeit on their loans and when the US Treasury bonds are dumped by others (which is at present set to almost $9.37 trillion) the setting that this could be dumped on the markets whilst also seeing over a trillion dollars in interest bills. I reckon that 2027-2028 will become a messy United States to be sure. As most of these settings collapse, a strong defense is pretty much all that stands between the United States and circling vultures. 

As such I see the requests of Pete Hegseth, whilst not debunking Patty Murray on any of this, and in all this the blaming on all this on former President Biden is becoming stale to say the least, especially when too many truths are getting twisted in all this. As such a headline given 11 hours ago where we see ‘The USA has collected 13 billion dollars from Venezuela’s oil sales, but has not provided details about the destination of these funds.’ As such there is a concern that these finds are handed to the US defense coffers, as such the 37.3 billion might have to be lessened by $13 billion, or did you forget about the Venezuelan clambake? And in all this, what are the total numbers of expenditure in troops, material and ammunition in all of this? Why wasn’t this raised on numerous occasions? Or is whatever went under the bridge no longer an interest to the media? All these questions and there is a consideration that the $13,000,000,000 was used to keep the United States afloat. It might be merely my view, but I am unwilling to consider that none of the media has considered that, or are they driven by Epstein files and digital dollars to make their revenue?

So, You see, the questions are piling up and the setting of a ‘State of the Union’ because as I see it, these parkers were up for some time and the ink from the date of February 24th 2026 is barely dry. As such the setting of the speech, which is supposedly giving the nation “Outlines the condition of the nation, reviews the administration’s achievements, and proposes upcoming legislative priorities” might have missed the marker by at least a mile and when you consider that the “The current “golden age of AI” is an era of rapid technological acceleration driven by generative models, deep learning, and massive infrastructure investments. This period has radically lowered the barriers to software creation, automated complex workflows, and sparked national science initiatives like the White House report on” would be missing the mark by at least two decades and that is the short and sour of that equation, as such there is no golden age, because (as I see it) that revenue is being pushed back and forth by 3-4 corporation with Nvidia being the largest winner. So there is a larger default and in that age Pete Hegseth is requesting an amount going towards $1,500,000,000,000 and that is bedsides the Stargate funds, which is targeting up to US$500 billion in total funding by 2029. It was officially announced by OpenAI, SoftBank, Oracle, and Abu Dhabi-based investment firm MGX. And when this is set in the scales with a estimated debt of $39,588,242,618,845 the numbers are not adding up. It is almost like these debts are ‘compartmentalized’ though people that seemingly don’t talk to each other and they are taking turns talking to the United States Department of the Treasury. I wonder how Scott Bessent is keeping all that separated and apart for a speculative reporting. Did you not wonder that? 

In all this I wonder how some parties are avoiding the limelight in all this and the requests by Pete Hegseth brings it all to the surface, because a journalist should have had his quills up (those without a text editor) and that is seemingly not happening, because we would have read this and whilst one source gave us: ‘The US printed more than 3.3 trillion dollars in 2020 alone and it matters today’ whilst I cannot deny this might have happened, there is no valid source or a newspaper who is supporting that part and if that would be true, the dollar is due for a decent downside, because that would be added to the $39 Trillion debt and I raised this in ‘Is it that simple?’ With an exaggerated Weimar example (at https://lawlordtobe.com/2026/07/19/is-it-that-simple/) I remember that, because I had a DM100,000,000 note, which I hope would be enough to persuade some gorgeous lady to have sexual intercourse with my 16 year old body (we are delusional in what we can) and not weirdly, no one was taking that bait. But that is for another day. Still that setting is out there and all the facts are not events that took place in the last few weeks, as such the State of the Union might have been a hollow ship and when we consider rallying that my setting for a imploding United States might be on track to be 11-23 months from now. And as I see it, the Pete Hegseth request as well as the clambakes towards Canada (51st state), Greenland, Venezuela and Iran snow bringing too much to the surface and that is not a good thing. Because the United States needs friends, it desperately needs them and as I see it, they alienated allies they had, busted up economic options and as I see it, what was intended for the coffers of the United States, is now headed towards Canada (making me happy to a larger degree). And as China is now infringing on options that had put the United States in the first Column, China is now moving into and leaving the United States in the third column (a sales term). As I see it, the Kingdom of Saudi Arabia and the UAE is putting their options towards tourism draining the United States even more and all this is adding up, whilst some costs and expenditures are not voiced correctly (as I personally see it), as such the United States is in a bad place and I ask you: ‘What would you do?’ Because the simple truth is that the one priority of the United States is the United States, that much anyone should accept. But how will they get there? So whilst one source (PBS) is giving us “President Donald Trump’s financial disclosures revealed that his business ventures generated over $2 billion in 2025 during his first year back in office—more than triple his prior income. These unprecedented financial gains, heavily driven by cryptocurrency projects and branded merchandise, have intensified public debate and ethics scrutiny regarding potential conflicts of interest” we are facing two settings. Did he break any laws (I don’t care) and the second setting is “Are the United States is much deeper waters pertaining to the debt levels than anyone is considering?” Because that part matters, it matters for the Commonwealth and it matters to the EU and they need to either get stronger together, or seek some kind of an alliance with a place like China. And I think that this might be the case as the China bashing through places like LinkedIn is getting stronger and as LinkedIn is Microsoft, it brings the seating that this might be the reality we have to face. 

Feel free to deny or debunk my views, but there is too much out there and I am merely keeping a tally of what is being missed by the media at large. 

Have a great day today.

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July 20, 2026 · 12:14

A breath of fresh air 

This is what happens, at times we get refreshed from some issues that add settled in different ways and the Khaleej Times gave me two of those instances. I was happily refreshed. The first one (at https://www.khaleejtimes.com/uae/uae-investigation-publication-false-report-dubai-explosions) gives us ‘UAE authorities summon news agency officials over false Dubai explosion report’ it comes with the interesting byline “The Attorney-General said that the agency’s decision to withdraw the report and publish an apology does not preclude the continuation of the investigation” I still have to see where this goes, but this setting is refreshing. We get too much populist and digital driven headlines all over the planet and I see too many of them. So seeing this is refreshing to say the least. So as we see “The Attorney-General stated the investigation will determine the respective roles of each individual involved in the different stages of the report. It will also determine the extent to which they complied with legal and professional standards governing the verification of information before its publication” as well as “On Thursday, July 16, the Dubai Media Office confirmed that the Reuters report regarding “explosions” in Downtown Dubai is false. Reuters later issued a statement saying it “regrets” the report and that the story had been retracted the same evening. The agency also confirmed it issued a new report highlighting the Dubai Media Office’s denial. The news agency acknowledged that the report did not meet its standards. Reuters “could not immediately determine where the sounds were coming from or their significance, and did not offer that context,” the statement added.” I see a few issues with the part, but that is merely me and there could be an error in reporting there too. As such it is what it is, but the call by the Attorney-General feels like a breath of fresh air. 

After that we see (at https://www.khaleejtimes.com/business/tech/elon-musks-xai-sues-grok-user-over-sexualized-deepfakes) that ‘Elon Musk’s xAI sues Grok user over sexualized ‘deepfakes’‘ and there is a larger setting there, because this could global and those people weaseling away with “the app made me do it” could quite literally lose their house and their equipment over all this. As such, that 34.2 seconds of fame will come at a massively high price. As such we are given ‘The case is one of the first brought by an AI company against one of its users for allegedly using an AI system to generate explicit material’ with the added “xAI alleged in the lawsuit, filed in federal court in Texas on Tuesday, that Terry Harwood violated the company’s terms of service. The case is one of the first brought by an AI company against one of its users for allegedly using an AI system to generate explicit material. Contact information for Harwood, who was arrested in February, was not immediately available. Spokespeople for xAI did not immediately respond to a request for comment on Wednesday. The company’s lawsuit against Harwood follows intense global scrutiny of xAI over allegations that Grok has allowed users to generate non-consensual sexualized deepfakes, or realistic-looking videos fabricated by AI.” As such I reckon that there will be a sled full of lawyers going for the jugular of this Terry Harwood and if the news given by the Guardian is to be believed, this was done to images of adults and minors. I wonder how the lawyer of Terry Harwood would be spinning that. I reckon that we have to wait for the court case and the submitted evidence. I reckon that all these hormonal teenagers fabricating a slew of images from all kind of actors and actresses will soon face the music of their parents as these parents will likely see their houses going away to other shores. 

I reckon that this is what the victims of these people will go for, the first rule of torts is to go where the money is and that ends up being the real estate of the parents (in case of minors) but that is speculative thinking. What matters is that with the acts of Elon Musk and xAI is the first step of countering the tidal wave of sexualized deepfakes. 

I feel relief, the first time in over a year that something makes sense to me and there is a larger setting for some publications as well. You see they cannot hide behind “given to use by an anonymous source”, when they publish that and the Grok case bears fruit, the victims can now go after these publications as well, because that is the implied trend with torts. Torts goes to where the money is and the value of people like Jeff Bezos, who has approximately $252,000 million and Rupert Murdoch and family who is allegedly the owner of $24,000 million. I wonder how many class cases they will face in this setting. Time will tell.

Have a great day and look towards the sun wearing sunnies. It is a bright day today.

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July 19, 2026 · 17:31

Is it that simple?

There is a stage when the village idiots shout things that kinda offends us, but we whisk it away. Then we reconsider their shouts and think ‘Has it come to this?’ And we consider what we know. So as we are given (at https://www.bbc.com/news/articles/cwyq93j34lgo) by the BBC that ‘Trump threatens new Canada tariffs over fires sending ‘filthy’ air into US cities’ the first think I want to say is that Canada had no protests coming to the aid of California whilst it was burning down (and Doug Ford, a man from Etobicoke said so), and as we see that the United States puts over 1000% (compared to Canada) pollution in the air, we might think a few things of these village idiots. But then we consider does it help to counter these people? So I went to think in another direction. ‘Has the United States become this broke?’ Because there is reason for this thought even though we hear people say that a country cannot go broke, they can print money. Some (the really old people) might remember the hyperinflation of the Weimar Republic between 1914 and 1923. 

We get into the setting that people pay DM150,000 for a bag of potatoes (not to mention the price of beef and butter) so this is not a solution and at that point all saving are almost immediately reduced to zero. Beside that the White House requested a record-breaking $1.5 trillion for the defense budget for Fiscal Year 2027, alongside a separate $87.6 billion supplemental request driven heavily by military campaign costs related to Iran. And that is where things get really (really) dicey. You see, the total U.S. national gross debt stands at approximately $39.4 trillion, which implies that the United States now has an annual interest bill of over a trillion dollars. As the IRS (the American donation system) gets about the Internal Revenue Service collected $5.3 trillion in gross taxes, processed 271.4 million returns and forms, and issued $638.8 billion in refunds, this now implies that the United States will have to do with at least 18% less money and that is happening in less then 12 months. How do you think the United States can pay for infrastructure and other services? I saw this coming a few years ago and I tried to warn you all about it, but people like to listen to those countering that and claiming that there are solutions. The United States is too big to go broke. As I see it, the invoices need to be paid and the United States will have nothing left to pay in 12-24 months. At present we will see that certain things will be pushed forward and others are set in the backpay setting, but it is now running out, as such the United States are now claiming all these tariffs and other money making settings, but as I see it, the party is now as I would personally see it, officially over. And as the United States gets less and less revenue as they pissed of pretty much any ally they have, the new setting is that they need to get whatever they can. I saw the 51st state (Canada), Greenland, Venezuela and Iran as the precursors towards a nation too deep in debt. And there were others who saw it as well. As I reported in March in my article ‘Where is the trust’ (on March 17th 2026, at https://lawlordtobe.com/2026/03/17/where-is-the-trust/) where I wrote: “Because if I can figure this out in the last decade and now we get that Dave Kelly (JP Morgan, as per OCT2025) can figure this out, you should wonder why others couldn’t figure this out. I get that I am a no one is all this, but David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team of JP Morgan and he is a voice to consider no matter how you slice it” as such my speculative setting is that the party is over and the chances that the economy of the United States will collapse in the next 12-24 months. And there is more bad news, those who held onto the treasury bonds might also dump those in the near future and there is no leeway for the United States, they pissed off too many people. So as I see it, they all made their beds in that election on November 5th, 2024. Which was the last nail the United States had left. This setting did not come overnight, this setting was pretty clear around ‘The deal compared to morality’ which I wrote on January 29th 2021. So this stage has been evolving for a while and the political players went from hype to hype (the current one is the nonexistent hype of AI) and no one is asking the hard questions. But as I see it, the setting is most likely to be that the banks in the United States will likely go in some vulture setting, because at that point the carcass of what was the United States will be devoured. This setting was encouraged by the settings of Wall Street and others have faced it and now the United States will face that and a likely 330,000,000 massively angry people, but that is what they signed up for, they could have voted differently. 

So whilst everyone is looking for a way out, they will see that there are not that many options. The current administration burned those bridges down to a cinder. 

Have a great day and consider what is real and what is not. Perhaps I am all wrong (not certain I am), perhaps (massively unlikely) so is David Kelly of JP Morgan, but there is too much out there and someone will figure out what I did well before 2021. So have a great day and don’t forget that that in Germany 1923 the price of coffee became a famous historical example of runaway prices, famously rising from 5,000 marks to 7,000 or 8,000 marks in the time it took to drink it, so when did anyone in the United States make enough money to afford such a cup of coffee?

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July 16, 2026 · 17:37

Casual connection

In the last 24 hours I saw two articles, they might have some casual connection and I leave that up to you to decide. First up we get an article with the staged setting of ‘Why Muslims Will Suffer Most When The AI Bubble Bursts’ (at https://www.islamicfinanceguru.com/articles/ai-bubble-muslim-investors) the first thing going through my mind is that you need to get out before disaster strikes. Get out when the going remains optional, and I would personally phrase this setting that those ‘money diggers’ make claim that you are not a pussy, make sure that he is not tying his benefit to your welfare. Because those who need your money have their own agenda. So as I read “In the late 90s, everyone was piling into internet companies. The stock market was booming, and it felt like free money. Then in 2000, it imploded. Companies worth billions became worthless almost overnight, and an estimated 100 million everyday investors lost a combined $5 trillion. Now people are worried AI could be the next bubble. And if they’re right, Muslim investors could be hit the hardest, even though most of us don’t realize it yet. Here’s why, and what every Muslim investor should be doing right now to prepare.” With additional “Over the past few years, the stock market has been on an absolute tear, and almost all of it has been driven by a handful of companies: the Magnificent Seven, Microsoft, Apple, Nvidia, Amazon, Meta, Alphabet, and Tesla. All making big bets on AI. Share prices going up isn’t itself a problem. What makes people nervous is the valuation. Take Nvidia. It’s now one of the largest companies in the world, and investors are giving it a price-to-earnings ratio of around 50. That means at current earnings, it would take 50 years of profits to earn back what you paid for the stock today. That’s an enormous amount of faith in future growth. That faith might well be justified. These companies are genuinely transforming industries. But history tells us that when the story gets ahead of the fundamentals, eventually something snaps. We’re not saying it will, but it’s worth asking: what’s the most fragile part of this whole thing? What’s the single point of failure? Because there is one.” And there is one that beckons reading (the link is at the beginning) and I agree with him. But the one thing that I take from the rest of that story is ‘acknowledge the concentration risk’ there is a downside of that, when it goes, it goes almost spectacularly (the investors don’t think out is spectacular) but I have other things against this AI setting, because from my point of view all AI is Fake AI. (Read my other works for elaboration, merely go see Google and ask: 

Lawlordtobe + “AI” + “AI bubble”

You should get over a dozen articles bringing this out and it merely my personal setting, but I believe that is an almost pertaining truth in all this that no one wants to acknowledge. When you come to the end of that rainbow, which did not start at a pot of gold and does not end with a pot either, you see why I believe that this is coming to an end (and right quick). Don’t get me wrong, I believe in DML (Deeper Machine Learning) and LLM (Large Language Models) these are strong tools and a lot more will be coming from this. But it al all down to the knowledge of the programmer and it just isn’t AI, not even close. So I did not give the Muslim investor much rope. I am not Muslim and I have never been an investor. Not even close, I am not even an early adopter. So whilst we now see Sam Altman in quotes all over the internet from ‘Sam Altman: ‘It also takes a lot of energy to train a human’ — a staunch defense of the cost of AI training’, so if this was real (read: true) AI, what did he have to defend? Then there is ‘“Thought It Was Satire”: Sam Altman Takes Dig At Anthropic’s New Ad Amid Online Backlash’ where we are told that:

“Anthropic’s latest advertising campaign, “There’s Hope in Hard Questions”, was designed to show that the AI company is willing to confront difficult questions about artificial intelligence and its potential risks. Instead, the ad has sparked widespread criticism online, with many viewers describing its tone as unsettling, creepy and overly bleak.” 

As I see it, some people are starting to crying about the still missing ROI and that is not even getting close to the fold whilst some give us 

“AI Return on Investment (ROI) is highly debated and highly variable. While many companies report time savings and efficiency gains, a large percentage of executives struggle to see direct, bottom-line financial returns due to high infrastructure costs and a lack of proper workflow integration.” 

All whilst the ‘highly variable’ is driven towards a timeline which is (by some) decades away. As such some need to worry when they are given the image of a Cadillac, whilst they are buying an Edsel. This might not be completely accurate, but it is what I see. When the court cases are driven towards that the setting that “DMLA Submission to the US Copyright Office argues against rash “data mining laws.” They state that because a robust licensing market already exists, creators should not be forced to subsidize AI technology by allowing free text-and-data-mining (TDM) exemptions” and when you are at this point, you are likely to lose a massive bundle ofd your investment. All whilst the Tech Policy Press gives us that:

“A dedicated legal database known as the AI on Trial dataset has tracked at least 500 cases globally across 39 countries, encompassing intellectual property, privacy, discrimination, and platform regulation”

Sounds like a good place to keep your investment, because when these cases settle (I’m hopefully hoping for some coins from that equation) you are done with whatever you thought you had. But (there is always a but) there is an optional outcome and it was given to me at (https://maritime-executive.com/article/uae-plans-to-build-a-new-jebel-ali-to-bypass-strait-of-hormuz) by the maritime executive. With the headline ‘UAE Plans to Build a New Jebel Ali to Bypass Strait of Hormuz’ with the setting that UAE had left OPEC, they might be sitting pretty on some coins and that place might need investment. As oil is a commodity that the planet needs, there is every chance that your optional investment goes back from 50 years to up to 5 years with a decent spillage of coins coming your way. So when we read “The Financial Times has added to a number of reports that the UAE is planning to expand its port and freight-handling capacity on its East Coast, accessing the Gulf of Oman and bypassing the Strait of Hormuz. The Financial Times says that DP World is planning not only to build an entirely new port on the Fujairah coast, but also to expand capacity at the existing Fujairah container terminal. It is not clear what coordination arrangements DP World has made with the existing Fujairah terminal, which is operated by the AD Ports Group under the brand name Fujairah Terminals, following the signing of a 35-year concession agreement in 2017 with Fujairah Ports, which in turn is controlled by the Fujairah Al Sharqi Royal Family.” It is my firm believe that these players would accept Muslim investment and that means the setting that you might come out as a winner, because this place outside of the Strait of Hormuz would give the UAE (read: ADNOC) give a larger setting of up to 5,000,000 barrels of oil per day with the small grocery customers like India, Australia, Indonesia, Japan and China. It feel (read: me is not being an investor) like an almost sure thing and that tends to breed opportunity. And whilst we are given “Plans are already afoot to speed the completion of a second crude pipeline to parallel the Habshan–Abu Dhabi Crude Oil Pipeline (ADCOP), doubling capacity from 1.5 to 3 million barrels per day. Fujairah Ports also operates a bulk products terminal at Dibba, on the border with Oman’s Musandam Peninsula, and Dibba has also been slated for development and upgrade.” It might allow the UAE to double that doubled setting, which is personally vision, not fact based analyses. But in this, Muslims investors are likely to see another opportunity, they might move out of that Fake AI setting whilst the leaving is good. But don’t take my word for that, it is a mere view coming from academic and personal vision on IT and a personal view on where I see the world going and I have more than 500 reasons for my views and those 500 reasons are the most likely dampers on your return on investment. #JustSaying

So, have a great day today and I am on route to kill a few Metroids, because those critters are getting out of hand on my Nintendo Switch.

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July 15, 2026 · 21:01

Where’s the blame?

That is at times the question, is it Elon Musk, its version of Twitter, the ABC News, or the hacker? Personally I do not think that ABC is to blame, but they are connected to it all (they are the unwilling participant). So how did this get started? I got last night a tweet, it wasn’t the groundbreaking news I was looking for, but I needed a new idea (and I got one as you are reading) so I decided to click on it. (See image below)

So here we see a few ‘facts’ or basically news given that makes the mind curious about what is involved. I saw the ‘tweet’ with a reference to Amazon (it merely mentions that) and I do not show the on the list, so accept that. In the background was the Australian Parliament House, as such I got interested. And I got this image several times in the previous few hours (I only saw them later) but they were allegedly tweeted by @Amenenyo1, @greciaibarra528, @DriftyGar, @Lundstromm04, @MarcelWagenveld and @ezcxs I am not connected to any of them, as such they might be trolls, or spam/scam facilitators. 

Anyway it reflects towards this article from ABC news:

The article is speculatively used because it is a long article. I reckon that the scammers need time to get information from this who push the “A few minutes after yesterday’s release” article. The link goes to TR.EE, which is an Estonian address, but the article seems to reflect an address ‘ferrariracinglegends dot com’ (I used the letter to replace the character, so that you will not fall into that same setting) all this makes me think that ABS is the unwilling participant in all this. And the larger question becomes. Who is to blame? I might have fallen for that trap last week as well and I got a call from an internet phone with an IPv6 address (which I did not answer) and after that my phone gave no evidence it was called, there was no blocked call, there was no rejected call. No evidence that I was called at all. As such I am making a few assumptions and they are mine to make. But it is clear that whomever is getting into this is using more powerful tools and more agility in the internet workings all over the field. 

  1. What is Elon Musk (his Tweety setting) amounting to?
  2. Is social media to blame?
  3. Is the advertisement department to blame?
  4. How is this managed in X (formerly known as Twitter)?
  5. How is advertisement in X managed, controlled and monitored?

5 questions that are important. Because this is inhibiting what reliability X has left, when X becomes a plaything of scammers and phishers X is pretty much done for. 

So can we blame social media? It relies of propagation and influencers, and as such scammers are top tier influencers, you are basically the tool they will use to propagate their need for cash. This sound ominous, but that is what it amounts to.

So how are advertisements managed in X? That is the first real culprit, the fact that I had that advertisement any least 6 times in an hour, with 6 different addresses makes me thing that something is very wrong in this setting, especially as I am not connected to any of them. Yes I know that this could be replicated, but that evidence (which I do not have) makes the blame squarely on the advertisement department of X (as I personally see it). And as I see it, whomever manages the advertisement setting of X has some explaining to do (optionally to Elon Musk, who might be seeing a massive drop in credibility, at the max of $44,000,000,000 and he might not like what this is amounting to. Then we get to the control and monitoring of advertisements. Because this setting has references to Amazon and ABC News who are seemingly not part of this and they might be seeking legal council in all of this. 

So as you see, I have questions. I reckon I have answers too, but without clear evidence there is no way I can comment, but the questions remain and until they are resolved anyone clicking on an advertisement is setting himself up for a long fall. That is merely how I see it and I thought it ws important to spread this news as far as I could.

Have a great day you all.

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July 13, 2026 · 10:15

Using the media in war

That has always ben the case, as early as the 1620s as Corantos. A first-hand battlefield datelines and updates on the war. It is a little bit disappointing as they were a stronger setting of what was to be than what the media gives us now in 2026 in the Iran settings. Headlines like ‘Iran bets Trump will blink first’ and ‘‘We’re beating them up’, Trump on fresh Iran strikes’ and lets not forget ‘U.S. insists Strait of Hormuz remains open despite Iran declaring it closed, as strikes escalate’ all less then three hours ago. So, what is the measure of a war? But I am sitting in a setting with a headline 6 hours ago. We were given ‘The Guardian view on Trump and Tehran: everyone loses when the US and Iran overplay their hands’ and I say firmly ‘No!’

You see, the media is part of this mess. When they decided to reject the evidence from Brigadier General Turki al-Maliki on the drones from the Houthi terrorists (supplied by Iran), which clearly showed that Iran was behind this all. As you ignored evidence of an attack on Aramco, whilst blatantly ignoring that Houthi forces did not have the ability to expertly drive drones 10 times into Aramco targets, simply ignoring that this required high knowledge of drone aviation, only found in a state operator like the IRGC. You pretty much tailored your own demise from September 14th, 2019 onwards showing others that you were so dependent on the digital dollar, that you catered to its infliction of whatever drove clicks best. 

This is a stage the media catered to and whilst we see other things evolve, they cater to what drives clicks. The media has lost its footing, its credibility and now they are catering to the populist voices. And in all this I might be wrong (my nautical knowledge is almost half a century old) we see “Under international law, Iran does not have the legal right to completely close or block the Strait of Hormuz to international shipping, although it has used military force to heavily restrict and control traffic. The strait is governed by the regime of “transit passage” under the UN Convention on the Law of the Sea (UNCLOS), which guarantees that all civilian ships have the right of uninterrupted navigation” (source: Opinio Juris) but the larger setting is that any water has optionally two parties. 

The Straight of Hormuz borders Oman as well, as such there is a stretch that is Omanian territory, so in my naive setting I would say that the ships go via the Omanian part of the strait. I might be oversimplifying this, because Iran would have to attack Omanian waters and in that setting all parties including the GCC could attack Iran for violating their rights. I know I am missing a few settings, but this is what seems to be possible and if the media did their work, even if it is debunking my idea it might have been fine. But they did not did they?

So whilst the media seems to have dug its own Grave by adhering to proxy wars and for the benefit of access they might have silenced a few items (allegedly), we see an incomplete picture and we are thrusted towards headlines based on the old premise she said vs she said and as far as I can see this, this is all that is left to read. 

So what is the real deal? That is the question and in the meantime Iran does what it deserves best, wield the stick of terror over all the lands and I see that these warring parties are ignoring what gives Iran power to act, as such the destruction of their harbours their railroads and their refineries could have been a solution when I gave it 4 months ago. It almost seems like the United States doesn’t want to win, merely drag this setting along. Why?

Well that is all I have at the moment, as such you all have a great day today.

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July 10, 2026 · 22:16

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.”

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.”

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

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