Category Archives: Media

December 2, 2025 · 18:09

Aftermath

That is a setting I never really contemplated, but the Guardian did and they did a terrific job, they even had a reference to the 49’ers, which will make Jeremy Renner happy. The article ‘The question isn’t whether the AI bubble will burst – but what the fallout will be’ by Eduardo Porter (at https://www.theguardian.com/technology/2025/dec/01/ai-bubble-us-economy) hands us a few sides, a few I never considered as I was looking at the techno stuff, but here we see: “300,000 people flocked there from 1848 to 1855, from as far away as the Ottoman Empire. Prospectors massacred Indigenous people to take the gold from their lands in the Sierra Nevada mountains. And they boosted the economies of nearby states and faraway countries from whence they bought their supplies.” 

Which gives root to the expression 49’er and it continues giving us “Gold provided the motivation for California – a former Mexican territory then controlled by the US military – to become a state with laws of its own. And yet, few “49ers” as prospectors were known, struck it rich. It was the merchants selling prospectors food and shovels who made the money. One, a Bavarian immigrant named Levi Strauss who sold denim overalls to the gold bugs passing through San Francisco, may be the most remembered figure of his day.” 

And then we get the first sliver “How else to explain Nvidia’s stock price, which more than doubled from April to November, based entirely on the expectation, nay hope, that AI will produce a super-intelligence that can do everything humans do but better. Nvidia – like Levi Strauss back in the day – is at least selling something: computer chips. The valuations of many of the other AI plays – like Open AI or Anthropic – are based largely on the dream.” 

But there is a missing cog, this technology needs dat storage and that is where I saw the failing of others and the failings of those overlooking data technologies. Oracle is intrinsically connected to that, Azure needs it, Snowflake prefers it and pretty much every data vendor is connecting to Oracle to get it all done in the background, and that is the sliver. Oracle is intrinsically connected to it all and it is the tamer of the data beast or better stated the data demon. As Oracle brings out tools and optionally data settings within their AI storage settings to handle validation and verification, all others will need to adhere better and deeper to the Oracle foundation to even survive. Pretty much all the sources that see the dangers of what some call AI and is clearly nothing better than a DML/LLM engine will see that these two elements are essential to get the LLM engine to do anything that matters and that is where the bonus of Oracle currently resides (as I presumptuously see it) To show this, I will take you back to 1984

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See here, this is what chess computer’s looked like. You press the chess piece you want to move and you push the square where it lands. That is the foundation of the chess computer. In the ‘underground’ of that chessboard are (figuratively speaking) two chips. One had the knowledge of chess, the second chip (mainly memory) has every chess match known to mankind (basically all games all grandmasters have ever played), the program sees what moves are made and that setting is translated to a ‘position base’ and it will look at all the matches who it can foresee what moves are coming. This is great for the player, as it now needs to make an illogical move to throw over the thinking of the computer and make it their bitch. This was pretty much the fist stage of Machine Learning and as todays computers are more clever, there resolution is no way better, It can only set foundation of what it learned, that is the simplicity of knowing that AI doesn’t yet exist.

So back to the story “As I pointed out in my last column about AI, Gita Gopinath, former chief economist of the International Monetary Fund, calculated that a stock market crash equivalent to that which ended the dot-com boom would erase some $20tn in American household wealth and another $15tn abroad, enough to strangle consumer spending and induce a recession.” And I have no way of knowing that setting, but as I see it, like Levi Strauss and the makers of bubbles (like in image one) someone has to supply the soap water and more important the jeans to not put once ass out to frolic and in that second setting Oracle comes in and even as I see the ‘panic drivers, saying that Oracle is dangerous’, there is another setting. Whatever comes out of this, whatever survives, most only survives on Oracle solutions. And that is what is left unspoken. Should Oracle add the Validation and Verification tables, they will be the only one raking in the gold when True AI comes, because it is not merely the missing part I discussed earlier, someone needs to set the record straight on what is optionally to be trusted and that is where Oracle sets the mark.

Which leads to “AI could produce a similar landscape. A critical determinant is how much debt is at stake. It wouldn’t be such a problem if the bubble were financed largely from the cash pile of Alphabet and Amazon, Microsoft and Facebook. They might lose their shirt, but who cares. The worrying bit is that it seems they are increasingly relying on borrowing, which means the prospect of a bursting bubble would again put the financial system at risk.” These systems are using the data as currency, as I see it, Oracle is putting its technology up for usage and that is a pretty safe way to do this. This is whyI have faith in Oracle, that is why I see Oracle as the one surviving the goldfish like a champion, because they are doing what Levi Strauss did. These data vendors are relying on data to clothe them, but if that data is not properly managed, they end up having nothing. Yes, Microsoft will survive, but at a level that is likely 2 trillion lower than it is now. And that is mainly because it wanted to be on top of things and they got (I think it was) 24% of OpenAI, but as that bursts, Sam Altman will have even less than I have now (and I am ridiculously poor) and that cargo train of debt will hit Microsoft square in the face, Oracle will get some damage, but not nearly as much and the world will need their data solutions. Why do you think everyone wants to connect to Oracle? It is the Rolls Royce of data collecting and data storage. And that is perhaps the only issue with that article, there is zero mention of Oracle.

So as we get “Big Tech has raised nearly $250bn in debt so far this year, according to Bloomberg, a record. Analysts at Morgan Stanley suggest that debt will be needed to fill a $1.5tn funding gap to ramp up spending on data centers and hardware. Problematically, it is getting hard to follow the money, as Nvidia, Open AI and others in the ecosystem buy into each other, clouding who, in the end, will be left holding the bag.” And there is one think wrong with this. Stargate is said to be $500bn, so there is a gap in all this and I reckon that the damage will be significantly worse, that is beside the small non mentioned fact that America at present has 5,427 data centers, how many of them and to what degree are they all set to ‘their version of AI’? So what is set in what some call Blue Owl solutions (like Meta) and what happens when those solutions ‘bubble out’ (collapse might be a better phrase) so when that happens, how much damage will that bring, because as I see it (not wearing glasses) the $1.5tn funding gap won’t even be close what is required. But that is just me speculating, so feel free to (I insist) that you get your own verifiable numbers. I reckon that between now and 2029 the return of a backlogged $4 trillion return on investment is required. So taking “a banks perspective”, an inaccurately amount of $292,500,000,000 in revenue needs to be shown for that bubble not to come and that is out of the question, but the setting that Eduardo Porter gives us, is what comes next and he gives it to us as “the Superhuman – can only come about by dropping LLMs – which are essentially massive correlation engines – and switching to something else called a world model architecture, where machines develop a “mental” model of the outside world.” It is a nice sentiment, but I do not completely agree with that. Correlation engines have their use and there is use in a DML/LLM setting, but identify it as such, not claim ‘AI does it’. Because it won’t and it can’t, but there are options in Oracle to upgrade the data you have and that is instrumental in surviving this bubble burst. And I have seen the folly in several places and that might set a better station down the road, because when true AI cones, it still needs data and if that data was managed, validated and verified in Oracle (preferably), half the war of that solution bringer is solved. 

So I need a different hobby, slapping Microsoft and AI evangelists is nice, almost a public service but I need a new idea for gaming IP, because that makes me happy and I like feeling happy. So whilst some think that “Nvidia, Open AI and others in the ecosystem buy into each other” is the hard core evil stuff (and it might be) there is a setting it reminds me of, it was in the 90’s and these ‘consultants’ were all into the need of funny money in the form of assignments, the issue was that when they had to show results they immediately took another job and took their ‘knowhow’ to greener shores and all the time this happened the shores were all becoming less and less green. This has the flair of that setting and to some degree the feel. 

I might be wrong on that last part, but that is what I feel on this, especially as the big players are buying into each others solution and handing each other pieces of paper that in the end has as much value as a roll off toilet paper.

It might not be eloquently phrased, but there is a time for that and this is not it, as speculated shit is about to hit the walls and if you are lucky it happens after Christmas (that is almost certain) but in the end, the invoice is due and that is where the CFO’s will show that as they embraced the Blue Owl solution, their company is saved. I would depend on and side with whatever Oracle has, it is not based on facts, it is a feeling and that feeling is strong at present. And in support I see (9 minutes ago) ‘Ooredoo Qatar announces strategic partnership with Oracle to deploy Oracle Alloy sovereign cloud and AI platform’, they didn’t go towards Microsoft, AWS of a few other settings, they trust Oracle and that is what plenty of others need to do.

Have a great day, I am now 8 hours from midweek, not a bad deal for me today and as the sun is shining brightly, I might hide in a winterly Hogsmeade whilst playing Hogwarts Legacy. Gaming is not a bad hobby to have in this case. Because the bubble is out of my control and I am happy to watch it all explode a day later (of whenever that is), most of the garnish news has been drowned out by real news at that point.

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December 1, 2025 · 22:32

It’s starting to happen.

This is a decently great day for me. The BBC, gave me ‘news’ that shows that I was right all along (one of many times), of course that is a debatable setting, but it comes with benefits for me. You see, on November 9th 2024 I wrote ‘The easy lesson’ (at https://lawlordtobe.com/2024/11/09/the-easy-lesson/) and some disagreed, some always do. But I saw the potential of that device and I wrote about it, I also gave the direct setting that Ubisoft could benefit greatly from this. Now the BBC (at https://www.bbc.com/reel/video/p0mjvr33/experience-life-aboard-the-titanic-like-never-before) shows us all a different approach to that same solution. It allows the people to see life abroad the Titanic (that one that sank in 1912) and it looks nice and spiffy, I think it could be better, but this might have been a beta. I reckon that under Unreal Engine 5 it becomes truly magic, but that takes serious cash to develop and that might have been out of reach (for now), but the important part is that this is being implemented now. After Apple lost his marbles and thoughts for innovation, Meta with the Meta Quest 3 is all that remains and they have the setting to sweep the board. I reckon that they will optionally make a few side ventures or buy the Stadia, but then the entire solution will be under the hands of Meta (say: Facebook) a setting I saw a year ago and now as things are starting to move, those claiming to be innovators are left in the rubble of their own spin. As I see it, it is about to become a clear win for Meta and others could benefit too. 

They merely need to talk to Ubisoft and see what is possible, and that comes with a massive influx of revenue, so whilst all the winner (soon to be losers) are aiming for AI, other settings are developing and they are left in the field looking for their golf balls in the mud. So whilst others are trying to reinvent the wheel, there are a small numbers of people who are starting actual innovative waves.

People like Karl Blake-Garcia are setting new boundaries. Personally I never thought of the Titanic in that way and that makes it wondrous. Others are on the same shoes as I am, but see different applications and that is fantastic. In that meantime He saw the idea of a ship and he might have been influenced by James Cameron and that is OK. I saw the implementation of languages and the teaching vibes the world needs and that is OK too, I also saw an implementation (in the pre dump Apple Vision Pro days) where Apple had options and saw a game as well, but it seems that Meta has all the marbles in its corner now. I wonder if Ubisoft is making the jump from games to education, but that might be asking for too much, someone needs to talk to Yves Guillemot and Mark Zuckerberg is the most likely person he wants to talk to. 

The important part is that the world is looking into the AI corner (the one that doesn’t exist yet) and they are wondering when it is coming, all whist the realist are stating that there is no real revenue coming before 2028, which is nice but the interest on 4 trillion dollars will be due at some point before that. Still as we are shown “Over the next decade, Auto-ML will become even more user-friendly and accessible, allowing people to create high-performing AI models quickly without specialized expertise. Cloud-based AI services will also provide businesses with prebuilt AI models that can be customized, integrated and scaled as needed.” Over the next decade? That will bring it to 2035 and I’ll most likely be dead at that point. Thank the lord that people like Karl Blake-Garcia (and myself too) exist who are looking to alternative money makers, preferably venues not dependent on AI. Its too bad that Apple wasted all that time and effort without looking forward. But still Meta saw this venue and now while some wait for the Meta Quest 4, the previous generation is ready now and the systems are being adjusted to future that solution. To the best of my knowledge there are close to a billion people ready to globally start learning languages and that solution could soon be shown to classrooms and homeschoolers. Innovation is all in the mind and where it takes you. No AI was required. The real AI is between your own two ears, time to use it to show others what is possible.

So when others are seeing that there is a marker in Data validation and Data verification the BI industry might open up to a much larger field, we can only hope so because if I have to read another produced article on shipping where we see “standard deviation is a statistical measure of how spread out a set of data is from its mean (average)”, whilst the actual setting is “the difference between true North and magnetic North” I am gonna bloody lose it. And it could have been avoided if Data verification was actually working, but shipping is so out of touch with reality, isn’t it?

So whilst some might see this as a excellent setting to see what the Titanic actually looked like, there is a tidal wave of applications coming into that realm, I wonder who is seeing the options to innovate.

Have a great day, and as I see it, taking the plane (especially an airbus) might have its own lack of innovative applications according to some. So have a safe flight.

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December 1, 2025 · 03:03

Where’s the outrage?

That was the question I raised to myself when I got the news (at https://www.bbc.com/news/articles/c741mpdyw9no) where we see ‘Venezuela condemns Trump airspace closure warning’ with the text “Venezuela has condemned US President Donald Trump’s statement that the airspace around the country should be considered closed. The country’s foreign ministry called Trump’s comments “another extravagant, illegal and unjustified aggression against the Venezuelan people”.” President Trump might think he is a rockstar, but in what universe does he get to tell another country how to use its airspace? Is American in a state of war with Venezuela? And beyond that, between the United States and Venezuela there is Mexico, Guatemala, Honduras, Nicaragua, Costa Rica, Panama and Colombia. So where’s the outrage of the media condemning his word? We also get “Trump wrote on Truth Social: “To all Airlines, Pilots, Drug Dealers, and Human Traffickers, please consider THE AIRSPACE ABOVE AND SURROUNDING VENEZUELA TO BE CLOSED IN ITS ENTIRETY.”” Apart from this rather weird person to let go of his CAPS LOCK key, and when I see the text “Some Democratic and Republican members of the US Congress have expressed anger that Trump has not sought legislative approval.” And the operative word is ‘some’ the fact that President Trump is telling the people of Venezuela that their airspace is closed is weirdly appealing. For that matter, as America has (in light of yesterdays article) “U.S. Bureau of Economic Analysis announced Monday it will not publish the delayed initial estimate of third-quarter gross domestic product, originally scheduled for Oct. 30, due to a prior government shutdown” (source: Bitget) as such, as it is already a month late and might that report show (I have no idea what it shows) that the American GDP has now moved from first to third position? Would be a nice gesture that his beautiful bill is now set against a GDP lower then the EU. But that is for later. What I do despite is the absence of media reporting on the Venezuelan setting and reporting on where the American people have the seemingly right to close another nations airspace. Want to do that to China? That be a real joke, it will have 1.43 billion people laughing their pants of. 

And with the setting that comes next a few things are ‘loose’, we see “Trump’s comments come just days after the US Federal Aviation Administration (FAA) warned airlines of “heightened military activity in and around Venezuela”, leading to several major airlines suspending flights there. Caracas then rescinded their take-off and landing rights. Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” On second thought, where is the outrage of the United Nations? They are probably to busy scolding Israel for acting against terrorists. It is not the BBC article that has me outraged, it is the lack of media holding President Trump to account, at the very least they should scold him on the use of the CAPS LOCK key, but that might merely be my setting, or as my mother used to say, that is an issue that can merely be found between your two ears. And she might be right on the CAPS LOCK thing, but I digress, I am not alone in this. Venezuela also gave us “Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” And as far as I see, Venezuela is right, there is no official war called from either Venezuela or the USA and as far as I know, US Congress is not the one saber rattling. 

And it is the silence of the UN is even more annoying, I am not sure how useful they are, but their usefulness might have become a thing of the past. Any delay by them calling America to order is another day that the usefulness of the UN is now a thing of the past and global budgets can get go of the 130,000 people that work for these organisations, as well as cut the budgets of these people in New York, might be another let down of the economy in the USA. 

Overall I wonder where the media outrage is in all of this. For me there is no real setting for Venezuela, it is a country 15,272 km away from Sydney and its 28.3 million people have no call on me, or does it hold any interest to me, but I believe in any nation to exercise its freedom and the the skies over Venezuela belong to the Venezuelan people, not President Trump. Should he be closing it due to an impending war, then he forgot to tell US Congress about it and should the USS Gerald R Ford and the 15,000 soldiers start a war with Venezuela, they better be prepared to deal with the assistance that Venezuela might get from its neighbors Colombia, Guyana and heaven forbid Brazil. A setting that might be the start of World War III, all that because he wasn’t eligible for the Nobel peace price? So you might think that I am overreacting, but the setting is almost prime to that, with the setting so close to Cuba, the mission of Steve Witkoff, United States Special Envoy to the Middle East might have had a second setting when talking to the Russians in regards to the Ukraine. And the might be a little frightening, because this reminds me of the 1997 movie Wag the Dog, where the President of the United States is caught being inappropriate, and what happens when this is a different spin, one that takes focus away from the abysmal economic state America is at now? Is it too far fetched, or does this scenario sound eerily true?

I have no idea what is going on, but to send the USS Gerald R Ford and 15,000 troops tend to make people nervous, especially when it is this close to Cuba and I wonder why the BBC is not asking a few loud questions on this setting. And as we consider the setting “to combat drug trafficking” is an overreaction to say the least. It might be true that the BBC reported that “other leaders in the region have welcomed Trump’s stance”, so who are they, or is it merely the president of Argentina? The lack of media in all this should get all your outrage, because Latin America is merely one step away from WWIII. If Venezuela gets any support, that setting is merely one step away, if Russia at all gets involved (because of Cuba) that fence is brought down and in that case this world has a new problem and I reckon that to avoid this Steve Witkoff might have had a different agenda then the world was told about in Russia. So whilst the Guardian reported (4 days ago) ‘US representatives call for Trump envoy Witkoff to be fired after leaked Kremlin call’ I wonder if this ‘leak’ incurred so that no one considered closing at the Venezuela setting in all this. It is all speculation, but the 15,000 men and that dinghy called the USS Gerald R Ford to fight drug dealers seems like a massive overreaction, as such I wonder what truly is going on and the media absence to all this is making me wonder more and optionally is making my speculations a little more extreme than even I like it to be. 

In terms of end setting, it might need more ‘examples’ and in this I call for the Running Man, a movie after the 1982 book by Richard Bachman (not the Vancouver hockey goalie), in this Arnold Schwarzenegger takes the lead as a blamed police officer. It is relevant as the movie starts with:

“By 2017, the world economy has collapsed. Food, natural resources and oil are in short supply. A police state, divided in paramilitary zones, rules with an iron hand”

considering that Richard Bachman wrote this 43 years ago, it is interesting that he is off by less than a decade. Quite the achievement if you ask me (I know, no one asks). But that setting is seen all over this field and Venezuela isn’t even the largest setting here, but it all adds up to that story and we are given these ‘truths’ by two movies is a little too awkward to consider. 

You all have a nice day, 360 minutes until breakfast for me.

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November 30, 2025 · 08:50

When politicians become delusional

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

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

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

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

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

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

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

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

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November 29, 2025 · 11:52

Identifying a great idea

That is where I found myself in a creative mood two days ago and whilst I did one creative idea yesterday (18 hours ago) I am still a little tired of these AI bubble stories as we are swarmed by the AI wannabe’s telling us what a great solution AI is, whilst some economists are seeing the light that trillions of dollars are waster against a (at best) 3% return on investment. Even the most generic bank gives more in interest. So I decided to take another creative gander and this isn’t really my idea. I saw the idea and I was pretty much blown away. The idea (as far as I know it) originally comes from the Puy du Fou theme park in France. The part I saw was “On board the ship, take part in the great discoveries, from Cape Horn to Alaska, all the way to Vanikoro… and endure the most challenging of storms! You will experience, from within, the odyssey of an expedition from which there was no return: the mysterious voyage of La Pérouse!” And that park is a whole lot bigger, but doesn’t apply to my ‘idea’. But it needs to be said that “Mystère de La Pérouse” is seemingly a whole lot bigger, but what I saw was enough the title the senses of creativity. Poy du Fou is “located in France in Vendée (85) on the outskirts of the town of Les Épesses and can be reached via the A87 motorway (exit no. 28). This land of legends is ideally located 3h15 from Paris, 3h from Bordeaux, 2h from Poitiers, 1h30 from La Baule and La Rochelle, 1h from Angers, Nantes and Les Sables d’Olonne.” As I see it, (especially as everything is seemingly in French) a massive attraction for French speaking Canadians in 2026 (so they can avoid America a little longer) and the map, which you can look at (at https://www.puydufou.com/france/en/must-see-france) seems to have the same setting that the Dutch Archeon has but as I see it is a lot bigger and they have several hotel (6 at present), which start at £61.46/pers. 

But that is enough advertisement for Poy du Fou, it was de “Mystère de La Pérouse” that inspired me to make ‘an altered vision’ for both Saudi Arabia (Sindalah) and the UAE either Dubai or Abu Dhabi Marina area (my personal preferred location is Abu Dhabi) and it helps if you watch this video (my inspiration, at https://www.youtube.com/watch?v=nnkpVkZlGPU) You see, there is nothing wrong with what I saw, but what happened when you make this walkthrough in either the largest Portuguese galleon the Padre Eterno, or the The Prins Willem, which was a 17th-century East Indiaman of the Dutch East India Company (VoC) and one in Saudi Arabia and the other in the UAE location and that brings a additional push for these locations. As I see it (with my limited options) I reckon that Sindalah in Saudi Arabia might need a lot more pull and these settings will embellish the draw on the crowds going there. Abu Dhabi already has an amazing pull, but there is nothing against a little more pull.

As I see it, the immersive view is only part of this, and it could use an Arabian vessel of those days as well, like a dhow or a ghali (optional both). And whilst the immersive view might be a nice setting, adjusting a place to eat looking in either a Portuguese setting like a string place for food and drinks like the  Padre Eterno, or its counterpart the Prins Willem, might give more appeal. The setting is the start of adjusting the view to international tourists and I reckon that these places might also appeal to the local population. I reckon that these views might pull even more tourists. You see, people need choice of hat they are able to do, more choice will set aside the fear that they feel bored, but that is merely the stage or feeding anticipation. As I see it, feeding the options of awareness gives way to consideration. This has been established decades ago, but how to go about this? Most people ‘rely’ on social media and that is not wrong, but in todays market where people are swayed through AI advertisement, there is a need to reinforce awareness and that requires options, a notion often disregarded by a lot of people and when I saw the above mentioned video, something inside me just caught on and that is only one option that Puy du Fou brought to my brain and when you consider that this could given the people (especially locals) a history tour of what merchant navy brought in those days it helps having a tour in these two places. 

So this idea with both the Saudi and Emirati government I leave to them and perhaps it is easier to contact Puy du Fou and its president Nicolas de Villiers, whose father created this theme park. It might be easier to get around certain settings here and it is run by a non-profit organisation and they might like being liked in other nations as well. So this is what I had (together with yesterdays blog) and I reckon that I showed once again that one does not need AI to create stuff. So there is that too. 

So have a great day and feel free to join the Saturday I am currently on, Vancouver is still 7 hours away from Saturday.

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November 27, 2025 · 22:50

And Grok ploughed on

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

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

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

The expert mode gives us:

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

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

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

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

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

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

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

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

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November 27, 2025 · 04:39

The sound of war hammers

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

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

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

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

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

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

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

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

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

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November 26, 2025 · 06:48

When one domino falls

That is always the case, isn’t it? For completely unrelated settings, one tends to dump over the other one. It isn’t fair, it doesn’t always make sense, but there you have it and whilst several players reported on it, I was pushed into motion by the Army Recognition story giving us “Canada is reexamining its plan to buy 88 F-35A fighters after Sweden used a royal state visit to promote a Gripen E or F production and R&D hub in Canada. The debate now pits industrial and political incentives against warnings from former RCAF leaders that a mixed fleet could dilute combat power and strain a tight defense budget.” It comes from the article ‘Canada Reconsiders Full U.S. F-35A Fleet As Swedish Gripen-E Fighter Offer Gains Ground’ which we see (at https://www.armyrecognition.com/news/aerospace-news/2025/canada-reconsiders-full-us-f-35a-fleet-as-swedish-gripen-e-fighter-offer-gains-ground) it isn’t merely about Swedish precision (Hasselblad is a great example), but the American administration is rearing its ugly head in a few nasty ways. There was the massive setting on the Ukraine peace plan, which according to some (unreliable sources) was delivered in Russian on a napkin, then there is the Epstein files, which first never existed, then it was a Dem Socratic hoax and now (source: the guardian) ‘US justice department renews request to unseal Epstein grand jury materials’, so the DoJ had to renew its request? This happens with “The justice department has renewed its request to unseal grand jury materials from the Jeffrey Epstein investigation that led to the disgraced financier’s federal indictment on sex-trafficking charges in 2019.” And with the actions of Ambassador Pete Hoekstra  actions in Canada. These matters all influence what is happening and with ‘Hoekstra hints F-35 deal could impact stalled U.S.-Canada trade talks’ (source: CBC) the Canadians have had enough and with the lingering ‘51st state’ comments from all over the place (mostly from America)  the entire setting of $20.2 billion is about to be thrown out of the window. And would you know it, the Gripen is cheaper, has a better Arctic track record (it tends to get really cold in Calgary and Winnipeg) and it is NON-AMERICAN and whilst PM Carney is making deals all over the globe and the 2 deals with the UAE and India setting the investment score for Canada at 125 billion. That is money not going to America, merely Canada and now they also lose out on 20 billion to their defense industry. Loss upon loss upon loss. How long can America pretend that it was no big deal? 

So while we read “Canada’s fighter replacement program, long anchored on an order for 88 F-35A Lightning II jets under the Future Fighter Capability Project, has entered a new and politically charged phase, as reported by Newsweek. During a state visit to Ottawa by King Carl XVI Gustaf, Swedish officials and Saab executives pressed a structured proposal to meet part of Canada’s requirement with Gripen E or F aircraft assembled in the country, tied to sizable job-creation and technology transfer promises. According to those familiar with the discussions, the idea of a dual fleet is now being floated just as former Royal Canadian Air Force officers publicly urge Prime Minister Mark Carney’s government not to trim the F-35 buy or introduce a second fighter type that would require separate training, infrastructure, and logistics.” This makes me wonder the ‘financial position’ of these FORMER officers. Wouldn’t ask that question? I am also wondering why they became former officers, but that is me because I do not know these people and I question everything. I reckon that Lockheed Martin might be worried when they lose 20 billion, making the deal with Saudi Arabia almost essential to make a living (an exaggeration for sure).

But the story from the Canadian side is whether the Gripen can uphold keeping the Canadian air-force competitive enough over Canadian sky. I tend to think yes, but then I am not a pilot and I never flown a jet, I merely watched Tom Cruise do so. My biggest flight setting was using the bar on a jet from Amsterdam of JFK international, so there, not entirely a noob. ;-P

And as Defence Industry Europe gives us ‘Canada considers shifting F-35 order toward Sweden’s Gripen as Ottawa reviews jet procurement’ (at https://defence-industry.eu/canada-considers-shifting-f-35-order-toward-swedens-gripen-as-ottawa-reviews-jet-procurement/) with “Canada has already selected the F-35A to renew its Royal Canadian Air Force fleet and has committed to buying 88 aircraft to replace its Boeing F/A-18 Hornets. Ottawa has allocated funds for 16 F-35s now being built in Fort Worth, Texas, but the remainder of the order appears uncertain amid worsening relations between Canada and the Trump administration”, so Lockheed Martin won’t lose all the dineros, but a large amount is seemingly move towards Sweden and as I see it, Sweden now needs to properly fund two Christmas baskets (nuts that time again). One for President Trump and one for Ambassador Pete Hoekstra for making this possible, expected Hamper shown below.

You see, this all seems clear cut, but I am wondering what this domino will throw over, because that is almost certain happening, especially with the American Ambassador throwing his accusations in the air. He might be claiming that Canadians are meddling in American politics, but they started the ‘51st state’ claims and the next Canadian step might be even less nice, Canada now have options especially when they are gaining so much ground in revenue, investments and manufacturing options (aka jobs). All these parts never involved America (other than making them no longer part of any equation), so what is next? I see options in possible ammunition replacements for the entire Defense industry. Jets and ships might make the news for the larger amounts, but the steady stream of revenue that ammunition brings could also fall to other places (like the UK), so what will that cost America?

Have a great day, I am now 83 minutes removed from the upcoming breakfast and there is a subtle hint hidden in that part too.

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November 25, 2025 · 12:56

The Rock of stars

That is the setting we see and it matters. The BBC gives us (at https://www.bbc.com/news/articles/cx2ek2d9y61o) ‘Carney says trade talks with Trump to resume ‘when it matters’’ with the underlying “Asked when he last spoke to Trump, Carney responded: “Who cares? It’s a detail. I’ll speak to him again when it matters.” The prime minister’s remarks come after trade talks were derailed last month when Trump took offence at an anti-tariff advertisement featuring Ronald Reagan, which was aired by the province of Ontario.” It is the “Who cares?” That mattered. It had the Canadians in stitches, but the underlying truth is also there. America is done for under this administration. We all have heard how ‘Canada’ does not mean anything to President Trump except as a 51st state. And the Canadians are pissed and that is merely the beginning. But as the American administration thought that they had an upcoming minion and under Prime Minister Mark Carney Canada is showing itself to be the one nightmare you do not want to mess with and It is costing America nearly everything they have to stop this doom-setting from unfolding. 

In other news we are given (by CBC at https://www.cbc.ca/news/politics/ottawa-alberta-mou-energy-pipeline-9.6990768) ‘Ottawa, Alberta agree to broad outlines of energy deal, including support for pipeline’ where we see “Prime Minister Mark Carney and Alberta Premier Danielle Smith have agreed to the broad outlines of a memorandum of understanding that would give Alberta special exemptions from federal environmental laws and offer political support to a new oil pipeline to the B.C. coast, CBC News has learned. The deal is set to be formally announced at a joint Carney-Smith news conference in Calgary on Thursday.” In this setting there is no America and with this there is an additional setting that gives Vancouver additional revenue streams and none of it is going to America. And hours ago CBC gives us ‘Carney, Modi agree to launch negotiations on new Canada-India trade deal’ with the text “In a social media post published Sunday afternoon, Carney said a trade deal could double Canada-India trade to $70 billion.” This comes after the UAE deal made and that puts Canada as the front runner for a massive revenue gain in several ways and whilst the Canadian Conservative Party gives us (via CTV) “Conservative MPs slammed Prime Minister Mark Carney Monday over dismissive comments he made recently when asked about stalled trade talks with U.S. President Donald Trump. While taking questions from reporters in Johannesburg on Sunday, Carney was asked when he last spoke with Trump and replied, “Who cares?” “I look forward to speaking with the president soon, but I don’t have a burning issue to speak with the president about right now,” he said. “When America wants to come back and have conversations on the trade side, we will have those discussions.”” This comes even as the latest information is given that another impeachment trial is awaiting President Trump before Christmas. As such the ‘who Cares’ seems spot on, whatever deal can be made will not happen this year and in the meantime Prime Minister Carney has already two victories and whilst the Star (that one from Toronto) gives us (at https://www.thestar.com/business/opinion/while-an-erratic-trump-ignores-canada-carney-quietly-cements-international-investments-elbows-up-indeed/article_bdbeeb99-7691-4118-8c09-dff12fa0927e.html) ‘While an erratic Trump ignores Canada, Carney quietly cements international investments. Elbows up, indeed’ where we see “It’s been about 10 months since U.S. President Donald Trump declared economic war on Canada, and there has been no progress in ending the debacle. That failure is not Canada’s fault. Trump is playing another of his games with us, this time giving us the silent treatment.” In the meantime Canada and its Prime Minister got to work (elbows up they call it) and made deals with world leaders attending the G20, that is that trade show that President Trump ignored, or he misplaced his invitation. But he is not there, as such Canada is making deals. So whilst the haters and devoted ‘Conservative Party members’ call ‘Wasting money’ This PM is making deals that will push new boundaries in revenue for Canada, making it a profitable country for its citizens. So whilst the the Trump administration is currently keen to scrap the trilateral trade deal among the U.S., Canada and Mexico, Canada is making new deals with Mexico that makes America (kinda) irrelevant. Its all in a days work for the formerly known Marky Mark of the British bank. And as a former Governor of the British Bank he knows who is guarding the coffers of their respective nations and Canada is making headway to nearly all of them. Another loss for America.

And the Financial Post (at https://financialpost.com/news/carney-world-us-stresses-new-ties) gives us ‘Carney says world can move on without U.S., stresses new ties’ with the supporting text “Prime Minister Mark Carney said the world can make progress on a range of issues without the U.S., and that consensus reached at a Group of 20 leaders’ meeting in Johannesburg this weekend carries weight despite a boycott by United States President Donald Trump’s administration.” And as I personally see it, the G20 that could have ‘saved’ America in more than one way is now the stage where America is made irrelevant. OK, irrelevant is perhaps a bit strong, but the setting that these 18 world leaders are happy not having to dance with President Trump is almost the centre stage as the media gives this to us. As such we are given “After a Nov. 20 meeting in Abu Dhabi with United Arab Emirates President Sheikh Mohamed bin Zayed, the Gulf country committed to investing $70 billion in Canada, Carney said, without providing specific details. That’s the biggest investment pledge Canada has ever received. “We’re signing new deals and finding new investors to fuel our plans for Canada’s economic ambition,” he said. “We’ll expand trade and catalyze investment in increased partnerships across a range of areas from AI to energy in the Indo-Pacific and Europe.”” As I see it, it is the better part of a $140 billion deal that America missed out on, and they could really afford losing this much (that part was sarcasm for those who fail to recognise it). As I personally see it, Mark Carney came at the right time and now Canada is the frontrunner as an investment partner. As investments I can see one other place. Oracle, as I see it Oracle has only 2 data centers and they will need a third one if I understand the settings from America correctly. Microsoft has to open its data-gates to Federal authority and when that really happens many will scream and seek other venues outside of the US and Oracle might be the better solution there too. So as I see it, there is plenty of investment to come and that would never have happened under Pierre Poilievre, so he can campaign all he wants, but the Canadian people are on to him and he doesn’t stand a chance against Mark Carney. So there is a larger setting where America is becoming irrelevant and mostly done by there own actions and Mark Carney saw the opportunity for Canadians and he is grabbing that with both hands. 

So the haters can throw whatever they want on social media, but we all know better (even the Commonwealthian people outside of Canada) Carney is gold, he is the Rockstar of Canada, even Stevie Nicks and Celine Dion agree (my presumption) and as we see this, he is also becoming the Rock of Stars in the global political community, they all want their selfie with him.

Have a great day, I am closing in on the midweek, a mere 11 hours to go.

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November 24, 2025 · 20:46

The call of reality

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

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

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

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

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

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

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