Category Archives: Media

November 23, 2023 · 00:07

Changing gears

This is something I have seen an I have been confronted with in some form. Yet when the NY Times reported on ‘Why Banks Are Suddenly Closing Down Customer Accounts’ (at https://www.nytimes.com/2023/11/05/business/banks-accounts-close-suddenly.html). I was taken aback a little. This is not some case of criminal activity, that I would accept. Here we see “Bank customers get a letter in the mail saying their institution is closing all of their checking and savings accounts. Their debit and credit cards are shuttered, too. The explanation, if there is one, usually lacks any useful detail” with an additional “the telltale pause and shift in tone. “Per your account agreement, we can close your account for any reason at any time,” the script often goes”. There are two settings that come to mind (of the top of my head). The first one comes via Dutch journalist and entrepreneur Luc Sala “the world will have two types of people, those who have and those who do not” it is a statement he made 30 yeas ago and we have been moving towards that setting. A stage of enablers, consumers and others. The second thought that came to mind is seen with “Individuals can’t pay their bills on time. Banks often take weeks to send them their balances. When the institutions close their credit cards, their credit scores can suffer. Upon cancellation, small businesses often struggle to make payroll — and must explain to vendors and partners that they don’t have a bank account for the time being.” I see this as the case that to some degree saw with the SVB bank in march. They are so close to the edge that they are closing down all accounts that are not labelled as enablers or consumers. The algorithm is set to what in some circles would be called platinum or gold customers, the rest is cut as a liability. It is all so that they can continue a little longer. As long as they stay away from the edge they will be ‘safe; for another week (or two). And the explanation by Jerry Dubrowski, a spokesman for JPMorgan Chase, the nation’s largest bank with 80 million retail customers and six million small-business ones does not help. The stage where we are given “whose former account holders sent nearly 200 complaints to The Times” is a metric. So how many complaints did The Times get in the preceding 6 months? How many in 2022, 2021 or 2020? These are metrics that we can use and they would give me something to go on, most likely that the two reasons I just mentioned are not merely the most likely ones. It shows that I got it right. The second excuse “We act in accordance with our compliance program, consistent with our regulatory obligations” is seen by me as equally bogus. You see in June 2023, we were given “JPMorgan Chase is fined by SEC after mistakenly deleting 47 million emails” with the added text “The deletions occurred after JPMorgan’s corporate compliance technology department, which had been trying unsuccessfully to delete some communications from the 1970s and 1980s, sought help from an outside vendor managing the bank’s email storage”. Now consider that an additional 40TB for storage costs $2,899. Now consider the two parts “According to the SEC, JPMorgan has been unable in at least 12 civil securities-related regulatory probes to comply with subpoenas and document requests for communications that had been permanently deleted.” Is the first part. The second part is seen when you consider that these activities required the cost of an external deleter (this is not a free skill) and the fact that they tried to delete 53 year old emails implies that the setting was on shaky grounds to begin with. So where was the side of “our regulatory obligations” then? Then we return to 2020 where we see ‘JPMorgan Chase & Co. Agrees To Pay $920 Million in Connection with Schemes to Defraud Precious Metals and U.S. Treasuries Markets’ which amounts to another setting of ‘obligations’ as such the spin is turned back to JP Morgan Chase. This is about (my personal view) algorithm and the ‘dangers’ that these numbers represent. It makes my mind turn to a movie called Margin Call (2011) with Kevin Spacey, Paul Bettany and Zachary Quinto. At some point we get the quote “Fuck me… Once this thing gets going in the wrong direction. The losses are greater than the current value of the company…?” I do not think that the banks are there yet, but with my view on US treasury bonds several banks are now on the edge and they are trimming all the liable fat they have, so those who are not enablers or consumers are cut. I doubt it is only JP Morgan Chase, but they are the first to visibly twitch. If this is right those who saved ALL THEIR LIVES are about to lose a hell of a lot. 

Am I wrong?
That remains the question and it is a fair question and it can be debunked by giving the people (all of us) a clear list of where all those bonds are and who (especially banks) owns more than $50,000,000 in bonds. I reckon that several banks have way more than that and they relied on the quote ‘too big to fail’, but that myth has been taken to bed and treated to the medicinal use of a 12 gauge. 

As such my view could be dispelled easily enough and I made that same request around the SVB bank months ago, even as the media NEVER looked in that direction (for unknown reasons).

The second mistake by Jerry Dubrowski was “the vast majority of closures are correct, consistent with the regulatory obligations we are required to follow” it comes with the realisation that ‘vast majority’ implies that plenty are wrongfully cut and when was there a bank that relied on “You could be wrongfully culled, but that is how regulatory obligations work” said no one ever. It is the relying on ‘vast majority’ that gives the edge to the victims of this. And now JP Morgan will either be required to give full explanation to EVERY ACCOUNT (as I personally see it) or cop another fine of millions, but they are tax deductible and that is the most likely path they will be on. But that could merely be me and I could be wrong.

In this article Ron Lieber and Tara Siegel Bernard give a good account and I could have looked at it earlier, but I did not. This happens and I have no regulatory obligations. And it was only 6 hours ago when we saw ‘Analyst view: Goldman Sachs rates Polycab as ‘Buy’, JPMorgan still bullish on Reliance Industries Limited’ with the added “JPMorgan (NYSE:JPM) has maintained an “Overweight” rating for Reliance Industries Limited (RIL)” I see no “impressive retail sector performance” I see a reliance on algorithm to get every penny away from the ‘edge’ as possible. I could be wrong there too, but there is every chance that JP will have to call itself ‘JPMorgan Edging’ soon enough. There is another side, but that is an icky one (always wanted to have a reason to use the word icky). It takes me back to the shores of the Dutch SNS bank. Several sides and they might be the first bank in Dutch history that gives a view that white collar crime pays. One got 12 months, 4 got suspended sentences and the Dutch government is down €804,000,000. This relates to the JP case because of the algorithm. How was the bad bank script invoked? How was it ‘allowed’ on paper to fraud and corrupt? Where were the ‘regulatory obligations’ there? It is what the law allows for and as such we see the hardship on the people who are cut (and optionally merely hit hard times). So now consider that the banks cut all those who hit hard times, and still all non-cut customers of that bank are due their fees. So where was the risk management there? The risk has become too great and they are all cut now. That is how I (optionally wrongly) see it.

The last ‘issue’ is that only the NY Times has this, none of the other newspapers have it. The NY Times has enough credibility, but my mind races. There is absolutely no way that JPMorgan Chase is alone here, so why is the NY Times the only one that has this? I doubt it is merely algorithm. This makes me wonder (yet again) how much in US Treasury bonds does JPMorgan Chase has at this moment? 

Just a question. Enjoy the day. I am two minutes from Thursday, Vancouver is only just starting Wednesday.

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November 21, 2023 · 06:31

Presentations by media jokes

It happens at times. Whilst we think that corporations are playing us, we are all being played by the media. The media and corporations hand in hand deceiving us all for a simple percentage. That is the feeling I have had for plenty of times, but this one (my speculated view) is just too opportune to ignore. So lets show you what I have and you can decide for yourself.

Part one
The first part is the story we have seen over the last 2-3 days. This version (at https://www.forbes.com/sites/alexkonrad/2023/11/20/sam-altman-will-not-return-as-ceo-of-openai/) is used as the other version I wanted to use (AFR) is behind a paywall. We see here ‘Sam Altman Will Not Return As CEO Of OpenAI’ with the added text “Supporters of Altman led by Microsoft and including investors and key employees had pressured OpenAI’s board of directors to take back Altman, or face the widespread resignation of OpenAI’s researchers and withdrawal of Microsoft’s support”. At this point three questions come to mind but I will hold off until a little later, it makes things a lot more clear. As such we see one corporation ‘cleaning’ its management setting, but ponder on those settings a little longer

Part two
The second part came hours later, but now we have a very strong defining place with ‘Microsoft hires former OpenAI CEO Sam Altman’ (at https://www.theguardian.com/technology/2023/nov/20/sam-altman-openai-ceo-wont-return-chatgpt-talks-fail-emmett-shear-twitch) with the added “Microsoft has hired Sam Altman as head of a new advanced artificial intelligence team after attempts to reinstate him as chief executive of OpenAI failed.” At this point a few questions should emerge, but we are about to go into that part. 

Part three
This comes when we consider “At the end of a dramatic weekend of boardroom drama, the non-profit board of the San Francisco-based OpenAI has installed Emmett Shear, the co-founder of video streaming site Twitch, as the company’s third CEO in three days”

Part four
The questions that should come to mind are

  1. OpenAI is ruffle feathers when it is on a high in several directions?
  2. Sam Altman doesn’t have a non-compete clause?
  3. So, who is Emmett Shear, what is his expertise in presumed AI?

These three questions should have been on the mind of ALL media. OpenAI is on a high note on a hyped route towards whatever they present. But none of them did, I checked a dozen articles, they ALL overlooked issues here, so when does the media ‘overlook’ issues? We see all the emotional articles about staff resigning, about ‘demands’ in a stage where they (for now) have the upper hand. Oh and on a sideline, when you have such hyped IP, which corporation was the last place that had non-compete clauses in play, especially for players this size? 

That is beside the point on WHO became the replacement.

Part five
This is the kicker, this is the coup-de-grace of the entire equation. It is seen with Microsoft hiring Sam Altman. Microsoft now has a larger stake in a solution they wanted all along and through this media drama, they now get it a lot cheaper. So when would any player, in this case OpenAI shoot itself in the foot to this degree? We see now that ‘Weekend of OpenAI drama ends in a Microsoft coup’, ‘Microsoft Emerges as the Winner in OpenAI Chaos’ and ‘OpenAI’s leadership moves to Microsoft, propelling its stock up’, yes presentations by the media. The media used as the bitch of Microsoft and it is shown through questions that were clearly out in the open. Microsoft stock up and OpenAI becomes part of Microsoft for billions less. One could say (and I would not disagree) that this was a lovely play to reduce billions in tax payments and the media let it happen. All solutions that were clearly on the papers where ever you looked when you decided to seek for the right answers. As I personally see it, the media is simply the bitch of corporations and they all let it happen, all pushing the tax offices down the river in a canoe without a paddle. Well played Microsoft.

So consider what played over a weekend, consider what any corporation would do to protect its multi billion dollar value. I think that OpenAI was part of this stage from the very beginning, but that is my speculated view.

Enjoy your Monday, it’s Tuesday here.

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November 20, 2023 · 13:43

Ratatouille

Yes, that was the thought entering my mind. It is not about the cartoon, it is about the dish. I first had it in 1981 in Lourdes. It was also the year I met members from the Legion Etrangere and their kepi blanc. A lot happened that year but it is not set the a singular event. You see, there is a larger stage that my mind is working out and it is one of a few. 

Douse the Mouse
The second stage towards all this is Ronald McDonald DeSantis where we (in no particular order) are given (at https://www.politico.com/newsletters/florida-playbook/2023/11/17/florida-starts-turning-on-desantis-00127753) with ‘DeSantis’ popularity drops in Florida’ where we are given “But DeSantis’ support from Independent voters in Florida has taken a nosedive, the poll shows, with almost 60 percent saying they disapprove of the job he is doing as governor — a nearly 14-point increase from July” so in 3 months his approval rate is down by 14% and I believe it is more than that. The person who wanted to ‘Douse the Mouse’ (source: @Brittlestar) is now trying to avoid whatever he can. So we get to the second link (at https://www.cbsnews.com/miami/news/disney-says-it-has-40-billion-economic-impact-in-florida-as-it-battles-desantis-in-court/) with ‘Disney says it has $40 billion economic impact in Florida as it battles DeSantis in court’ where we are given “Disney officials in the past year have said the company plans to invest an additional $17 billion over the next decade in central Florida, including potentially adding another 13,000 jobs. However, the company has shown a willingness to pull back investing in the Sunshine State. Earlier this year, Disney scrapped plans to relocate 2,000 employees from Southern California to work in digital technology, finance and product development, an investment estimated at $1 billion”, so not only does Disney account for 40 billion, it was about to increase the economic footprint of Florida by 2.5% money that the state desperately needs. Now we see that DeSantis is trying to spin several settings and the people have had enough. The deep painted republicans are running away (alas in the direction of Donald Trump), the rest has had enough of the republicans. Now we get to the story (at https://www.npr.org/2023/11/16/1213355557/desantis-florida-president-candidate-voters-trump) where we see ‘Once Florida’s favourite son, Floridians turn on DeSantis in his bid for president’ a stage that gives us “Trump currently has more than a 30 point lead over DeSantis in his own state. That lead hasn’t changed significantly since the governor jumped into the race for president”, as well as “Republican state Rep. Randy Fine has been one of DeSantis’ most vocal supporters in the Florida Legislature. But recently he announced he’s backing Trump in the GOP primary”. This is a setting I expected to some degree, but not to this degree. You see when you screw with the economy of your own state for simple shallow egotistical reasons. This is the event you can see coming a mile away. 

This all matters to another stage with all kind of jagged edges. You see, All this was going through my mind when I was contemplating two issues. 

The first one Was Abu Dhabi. I saw the Warner Brothers hotel (and theme park) and I wondered why the UAE isn’t more outspoken in adding a decent amount. The first one is a sidestep from the  normal theme park, I am not sure how Islam regards Harry Potter and I don’t think it is a good idea to have a third one, but some kind of fairy tale forest, based on Scheherazade and the One Thousand and One Nights in the style of the Dutch Efteling, could work. Too stand out matters and this could be a setting. As the stage increases (see below).

The idea is not an expansion based on rides, but on walks and watching the stories of 1001 Arabian nights and other myths. You see, when I was confronted with the Jinn, the idea erupted to create the script for ‘How to Assassinate a politician’, the idea still works for a number of stages. And adding these stories to any theme park would be a win for the theme park. You see, as we get closer and closer to 2030, the tourism groups will alter. The UAE should expand and create a haven for tourists, non-Arabic tourists. Tourism from Bangladesh and Indonesia will grow to a decent degree, and in all this the Europeans who can afford to go there, they will go there. America is rapidly losing appeal and the European tourist as well as the asian one wants to see new borders. With Saudi Arabia growing Neom and the Line they will get more and more tourists. So offering these people an additional choice (like the train Riyadh-Dubai-Abu Dhabi) will get its own appeal on all this and there is time for the UAE to add to their arsenal and after the storms they need more in more places. You see, I will not give word here, but there is a chance that Dubai (if what I saw was real) will have more issues coming. 

So as the expansions 1,2 and 3 are added the larger addition is a magic carpet ride (like the Efteling ‘de droomvlucht’) but over the three expansions showing the people a new ride and the biggest one ever created showing them the expansions as well as additional layers (read: floors) showing them another collection of stories, Abu Dhabi will become an increasing source for tourists, both local and international. 

All this is also linked to a setting of Residuam Vitam (a story in development), I had some idea of how to set the spin towards the conclusion, but now I addd a few sides and that is where the jagged edge came into play. That is all linked to the stories and the past. You see there was one part that Socrates gave me and the other part I know the story, but not the writer and that combination resulted in something more. That part is still evolving but the interactions are defining me. Parts I did not consider before are now getting in motion. It was linked to ‘How to Assassinate a politician’ because it was an idea I had for Arab TV. Yet the setting is not about Arabs, Islam or the middle east, it was about seeing new frontiers and optionally making groundbreaking efforts. Whilst players like Amazon Prime, Disney and Netflix are focussing on Europe and America. The reality is that in 3-4 years that is the most likely to implode, all whilst the areas I am looking at are growth areas and they will have needs too, as such the evolving ideas others are avoiding. You can say it is its own kind of Ratatouille. And whilst players like Ron DeSantis are so egotistical that they will destroy their own state’s economy by Dousing the Mouse. Other players are more realistic in their approach and that is where both Saudi Arabia and the United Arab Emirates can capture a decent slice of that tourism gap. You see, we are seeing (for months) the stage of “Travel to all areas of Florida should be done with extreme caution” there will be an impact for both Disney and Warner Brothers and the people going somewhere else, need someplace to go. That is simple abacus logic, but it holds up. You see, most will try to go to EuroDisney or Japan, but like any theme park there is a limit and these two places haven’t been expanding enough. In addition to that there are a decent amount of complaints to the catering of Warner Brothers Japan (all third party complaints, nothing I can vouch for) but these elements add up and now the middle east has one additional track for extended revenue, all because some people considered and placed ego before common sense. I wonder what happens when these players start the blame game, like ‘Republicans blame skewed advertising for Ohio abortion rights victory’, it is merely one small part in a larger stage of failures and that list keeps on growing. So much could have been avoided, but that is on them.

Enjoy the day, Monday is 56% through for me.

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November 19, 2023 · 04:03

Speculating towards something?

That is the setting, I have been keeping my eyes on Bangladesh for more than one reason. You see, Bangladesh with its 170,000,000 people represent an upcoming population that has never been considered for several retail groups, but that nation could become a more important group. China sees this, Saudi Arabia sees this and that is where the next article comes into play. The article (at https://www.eastasiaforum.org/2023/11/18/japan-brings-bangladesh-into-the-folds-of-new-security-framework/) gives us ‘Japan brings Bangladesh into the folds of new security framework’ which also gives us “Japan maintains economic partnerships with most Asian countries, particularly Bangladesh. Dhaka has received around US$25 billion in development and economic assistance from Tokyo since 1972 and around US$9.2 billion of this has been overseas development assistance.” I believe it is one truth, but not the one that matters to Japan. When America implodes, so will Japan, unless they make new friends fast. And when Japan embraces 170 million Muslims, they stand a chance to get some relief from Saudi Arabia and optionally the UAE too. That is what I am speculating is behind this move. Yes, there is a stage that Japan can use for retail purposes, but there is a larger stage. As per March, Japan is dealing with a $9.2 trillion debt. When America collapses (not if, when) Japan will lose a lot more and whatever they have banked against the dollar will fall away, as such Japan needs another path. China is not one due to historical stages, Russia is equally unavailable. As such this path seems the most intelligent one and even as it is not the best path, it might be one of the few left available to the former friends of the United States. And in continuation of this speculation, when things implode, the BRICS players would like to keep as many as larger players on their side as possible and Japan is not great, it is a huge economic player. 

So as I see it (and I could be wrong), Japan and a few others will need to realign their priorities in allies and economic sides and Japan seemingly just made their first move. I wonder when either Saudi Arabia or the UAE will set another path towards Indonesia and its 273 million citizens. This makes the setting fro BRICS a larger one, with two additional nations they get almost half a billion consumer and this is the stage that is merely in its starting place. When these two nations get the chance to become workers in Neom, optionally additional domains we get a new setting for economy and that is where Japan is banking on. It is trying to get a slice of that pie and as America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move. 

Am I right? Am I wrong?
That remains the question, my speculative view comes from the data available to me, it does not make me correct, but I see it that I am more likely than not correct. A stage we all faced. I am willing to become critical of my view, slice and dice it, merge the data streams and see what I can prove through that. I am still a decent amount away from proving it all, but I feel that It is clear that Bangladesh wasn’t merely for some security framework, the larger stage is still in play. It is still fluidic but the media at large is less and less reliable. Consider the media streams that gave ANY view on this stage and then ask yourself the question why did they not make mention of it? 

Just 20 hours until my weekend is over, enjoy yours.

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November 17, 2023 · 19:09

It’s that time again

Yes, America has Thanksgiving, they have Christmas and now they have stopgap (4 times a year). You see, yesterday the news was given (at https://arab.news/vysbu) with ‘US Senate passes stopgap funding bill to avert government shutdown’ I made mention of this on October 2nd with ‘An altering stage’ (at https://lawlordtobe.com/2023/10/02/an-altering-stage/)where I gave the readers “I expected it would, but I also expect that this might go wrong in the future and the next shutdown is a mere 45 days away and US businesses are setting this new marker as the disaster moment” and I actually got it exactly right. Yes,. There was a stopgap now, but that is not a budget, as such Americans face the same dance around December 29th, just as the year ends. So when the stopgap isn’t coming through things will turn bad really really fast. Consider the thought that the bulk of approximately 2.79 million civil servants will be set out in the cold just after Christmas. As such how deeply disturbing will this become? All this because for 25 years America decided not to overhaul the tax laws. Lets be clear, this was ALWAYS going to happen, but with overhauled tax laws they would have had an additional year to get their act together, now their end of game moment comes in stages of stopgaps. All to stop the government from falling over. We might see the populist setting from others with their ‘tax the rich’ but it is a farce, a joke that has no way to go. A complete overhaul was the only option and now with BRICS and China pushing in on the little revenue they had left, they have no options now and their competitors are moving in on whatever revenue they had left. Is it doomsday speech? To some degree, but it is laced with reality. The debt of $31,000,000,000,000 is real and that interest will exceed $310,000,000,000 annual, all whilst we see articles that America is a mere 18th on the list. Yes, it is flimflam presentations. We get that Japan is in deeper waters, but not by much. We see the flimflam approach towards % or GDP, but when you look at the outstanding interest and the simple setting that 100% annual taxation in America doesn’t even cover the interest bill, the larger stage is seen that this is a decliner with no escape. And all that is before we see the impact of infrastructure bills (like paying civil servants). The stage is not a nice one, but America did this to themselves and as the rich and the large corporations become ‘transient’ out of America could be the killing nail that shows the stupidity of several administrations that refused to overhaul tax laws. And when this goes south fast, debts will implode and those owning US treasury bonds will lose whatever they thought they had. That is the nightmare scenario that is showing to become an optional reality ever 45 days from now. Until when? Until it goes wrong. 

Enjoy the day, it is Friday here now. The weekend is starting for the Pacific, the west needs to wait the better part of a day.

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November 16, 2023 · 01:48

Time of the signs

This is the stage we at times face. It is not a sign of times. Time was not the operator here, the signs were and some remained in denial. One of the better game reviewers (Eurogamer) gave us ‘More people are playing Skyrim on Steam than Starfield’ today (at https://www.eurogamer.net/more-people-are-playing-skyrim-on-steam-than-starfield). There are a few issues, but that is not on Eurogamer. We get the setting that on Steam Skyrim versus Starfield ends up being 15,386 – 11,563, as such on steam a 12 year old program has more traction than Starfield. Skyrim is great, it still is. Skyrim was a 90%+ game and that matters, good games always do, all whilst Starfield is barely getting above 80%, in one case it is a mere 70%. That is the impact of mediocrity and Microsoft has spend billions on that. 

In contrast, Sony’s Spiderman 2 has sold over 5 million copies. Compare that to the Starfield list of what some say is “the game sees over 504074 daily players on average”, a mere 10%.

A game that is shooting itself in the foot by being merely on 2 systems. It was the right of Microsoft to bar it from Sony systems, they did spend all that money, but now the stage changes. New (and at times free IP) will be pushing in on that field and with the small announcement that “It’s fair to say, it will probably be a while before we hear anything more about how The Elder Scrolls 6 is progressing” the new players get almost free reign with creating RPG IP and that setting gets worse for Microsoft when the Tencent Technology handheld is released. 

So we see that modders are trying to improve the program, we see more and more that Starfield was not worth the hype, although with the lack of games that Microsoft has on its contraption, it might be the only thing on that system. In the meantime we see Sony pushing ahead and they did not have to spend a total of around $80,000,000,000 for Bethesda, Mojang and Blizzard their goose is properly cooked. We see all kind of half baked release signals by no one is setting the stage of what ACTUALLY will be released and when. In the meantime Microsoft will ned up with more and more competitors. And we get it Bethesda will not rush ahead and that is fine and perhaps they will create a new titan in RPG, they basically have done that 4 times already, but this time around 108,000,000 gamers are not connectable as Microsoft is making Bethesda games exclusive to their system and that includes the 40 million PS5 players. The not so nice part for Microsoft is that if there is even one successful new RPG IP, Microsoft will miss out on a lot more and after all that money they spend, what a shame. And with some stating on Redfall “Very mediocre game at launch. Combat feels sluggish and unpolished. Characters and dialogue are uninteresting” is merely one side, you see that proper game testing is essential and as I see it that baton was passed in both Redfall and Starfield. You see when we are given “Bethesda released another Starfield beta update, its second such patch in November” my mind wanders in another direction. You see the game was OFFICIALLY released on September 6th 2023, so why do we see ‘beta’ patches months later? And when you start looking, you will find a lot more. You see, none of that is fair on Bethesda, yet as they are now part of Microsoft, they will endure a lot more and the Arkane failure (Redfall) didn’t help much. Now their last straw will be a news Elder Scrolls and that is seemingly not out until 2025, as such several developers will have the field to create something that holds up to scrutiny and when they do the damage will be on Bethesda (and as such on Microsoft too). They already have felt damage from the Horizons games (both of them) and number three is coming. When is utterly unknown but if they get it out before the end of 2024 Microsoft will be handed another painful defeat and now it is AFTER they spend all those billions. The stage I tried to push for is coming to terms and should Tencent Technologies (or Amazon) take my share towards 50 million users, Microsoft will diminish. None of this is fair on Bethesda, but that is what they signed up for and the steam numbers show that they had glorious days, but a lack of gamers is about to undo whatever they created between 2005 and 2019. It saddens me because Bethesda had great gaming moments. Even now I am hoping that Oblivion and Fallout 3 will make it to PS5, these games were that good. But the Microsoft stage is different and leaves no place for Sony. The one fear I have is that they will create some kind of portal to capture user data of all Sony players. There is absolutely no evidence for that, but Microsoft needs data, it lacks data. Google has one side, Amazon has another side and Sony and Nintendo have the final side. A triangle of data and Microsoft is the piggy in the middle and that game is already frustrating with merely two players against the piggy, in this setting (as I personally see it) Microsoft is wearing itself out a lot more than Don Quixote rushing after windmills and in all that the profit they seek is no Dulcinea. 

It is at best the old hag from some old movie we all forgot about.

It is the time of the signs and one of those signs are the old days, the old days where developers saw that fun was a determining factor, something too many developers have forgotten about. I wonder how many other developers Microsoft will drag down before they realise that they are merely making it harder on themselves to hold onto anything at all. When it was merely one console it was fine, but now it is billions in several directions and the hardship is merely increasing from what already is and with 2 more players adding into that field the setting becomes unsustainable for Microsoft and as such for a player like Bethesda as well. Perhaps they will create the next Elder Scrolls to be a 95%+ game and I hope that they do, because it will up the level of games all over the field, at present it is not likely to increase gaming quality, sad. Really really sad.

The latter part of the week is now in play for me. I wonder what I will find in 16 hours.

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November 14, 2023 · 11:00

A gap preceding a gap

This is a difficult article to write. A lot of it is speculation, optionally presumption. Yet if someone tells me that presumption, due to my lack of knowledge is inappropriate I would accept that. My mind wandered and I saw a weakness in a program called Final Draft. It is not really a weakness, but it could be THEIR opportunity. This site is debatable for them, but to be the more rounded solution would enable them to create a larger gap behind whomever are following them. 

My mind saw Ryan Reynolds (yes, the Canadian actor) starting talks with some guy named David Thomson. Not entirely sure what the conversation was about. But Ryan saw a new opportunity that grew from his insight in MNTN (www.mountain.com). You see the narrative of advertisement in changing. In that view we all focus on the advertisement themselves, but the larger stage is now becoming Development, production, deployment and so on. As such Final Draft might optionally be best to offer a new setting on Final Draft v13. 

You see, the missing part of project management. Even as there are some solutions, they are generic, for these people having one that is specific for Final Draft with timelines (somewhat similar to Monday dot com) would benefit Final Draft greatly. 

And it isn’t just for large companies, indie developers and script writers would be able to use it as well. Especially in scripts that have more than one season you want to see time lines, to test whether the scrutiny holds up and in that way advertisement companies could use the same setting. I reckon that the larger companies all have their own solutions, but Final Draft is used in over 60 countries and when you think of it, there is a larger pressing need to use project management solutions catered and tinkered to media and advertisement. Excel (not the worst solution) will no longer suffice in these places and as media corporations have a more distributed purview, that purview requires management with timelines, with options to see where pressure points arise and even more important when idle time and zero hours become too abundantly visible. We all have idle time at times, but when you have an entire crew on 40-80 hour idle time the cost will start to show and that impacts the margins and profit stages. 

For the simple developer (like myself) seeing the timelines and the completion times are also important. Not the fact of pressure, but to see where the lag is and whether certain parts were overlooked. It is the stage where the working project is set to a 90% complete versus 95% complete starts to show. If we take the old rule that completion of 5% past 90% has the same timeline as the first 60%, that gain is easily suppressed when you have a project file seeing what you optionally overlooked and in advertisement that part is even more clear, they work against (at times irrational) timelines and deadlines we see that Final Draft has an opportunity to grow its solution in another direction as well. I reckon that no matter where the project is set up, it needs to be deployed on a local level, because no executive will trust its data to the cloud, not with IP of this nature and also clouds fail (see Microsoft, September 2023). A distributed system might be the way to go, and independent developers (that one person studio) might not benefit with the cloud. And that is before you realise that there are 38,000,000 active VLoggers, they too need to up their game, the competition is cutthroat and murder as well. All options that show the possible opportunity that Final Draft has coming their way. I haven’t touched Final Draft since I tested version 6 decades ago, but I just went through the PDF of version 11 and I saw this gap and covering the gap preceding the gap makes the remaining gap passable and that is also where MNTN could find itself in the next 2 years. As they started the new setting the wannabe’s will come in soon and the better prepared they are, the stronger their foothold on the market will be and with all the others failing in obvious places MNTN could chisel out the niche that is safe, secure and almost spectacular (a subjective term). As such Final Draft has an even larger foothold it could create, but that is just me. I could be wrong after all. 

Another practical Tuesday filled. Time to rewatch Bullet Train and snore a little too. Enjoy the day.

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November 13, 2023 · 23:32

Sides of currency

That is the setting, it is never sides of a coin. That was in the old days when things were simple. Things are no longer simple and that is why it took me so long to take on this issue. To be honest, the one clarion voice in all this has been the actor Misha Collins. I will get back to that later.

For now it is important to know that I am not anti-Israel, I am not anti-palestine. I am anti-Hamas. Hamas is a terrorist organisation and my largest issue is that the western media was eager to ‘forget’ the events that started all this. The Nova Festival in a rural farmland area near the Gaza-Israel border was just one of multiple locations hit by Hamas on October 7th. It was the spark in a powder keg and we are seeing the results of all that. Yet that was weeks ago. What started this were two stories. The first was given by Al Jazeera (at https://www.aljazeera.com/news/2023/11/11/saudi-arabia-to-host-arab-islamic-summit-to-unify-efforts-on-gaza) giving us ‘Arab-Islamic summit rejects justifying Gaza war as Israeli self-defence’ there we see that Saudi Crown Prince Mohammed bin Salman (MBS) gives us “This is a humanitarian catastrophe that has proved the failure of the international community and the UN Security Council to put an end to Israel’s gross violations of international humanitarian laws, and prove the dual standards adopted by the world,” I do not completely agree. This all started by acts of terror by Hamas and Israel has hd enough. We are also given by a source I do not know (at https://unitedwithisrael-org.cdn.ampproject.org/c/s/unitedwithisrael.org/saudis-help-block-anti-israel-measures-at-arab-summit/amp/) where we are given ‘Saudis and 8 More Arab Countries Block Anti-Israel Measures at Arab Summit’, I cannot say how correct this is because Al Jazeera makes no mention of this. I added the article because it is important in other ways.

Important to know 
We get all kinds of information, in this we get all kinds of information through LinkedIn, through Twitter (X to some). The first is about anti-semitism

This matters. I do not know if these events in London are really all pro-palestine. I believe that is not the case. It is riddled with anti-semitism and quite frankly it bothers me because anti-semitism is now worse than it was in 1933, this will go from bad to worse soon enough and it is making this world not a nice place. All these children with no idea what is going on ripping the posters of kidnapped jews from the walls, smiling like they matter, these children really do not matter. If you are willing to hide real events you have no value whatsoever. It is a dangerous thing to say, because the media is partially to blame. Some are intentionally misreporting and misrepresenting events. 

Image two is more dangerous. It implies that Arabs in Israel aren’t protesting against Israel. I fail to believe that 100% would not protest, but it is possible. Still I haven’t seen any media really reporting on this. Is it true, or is it false?

These things matter. You see with deepfakes, advanced learning machines we get data and images that cater to anyone who has the money to set these things in motion and the media is part of that. 

What needs to happen
The first part is that Saudi Arabia needs to clearly advertise a site that gives the true settings. What was said in these events. Where does Crown Prince Mohammed bin Salman al Saud stand? This is important because he is the stabilising voice of the Middle East and there is now a stage where we no longer can trust the media to give us the low down on what is ACTUALLY being said, were we get the real deal on where certain parties stand.  

The Actor
Now we get to Misha Collins. He stated on Twitter (X to some) something that struck a nerve. You can see it (at https://x.com/mishacollins/status/1723909073219772737?t=Nrp0sJig4eyEqYW4aIY_iA&s=03) it is amazingly good. He does give the setting from two sides and we need to ac knowledge that Israel had true grievances. The operative word was ‘had’. This has gone on for too long and in the end Hamas is not getting hit, merely the people from Gaza are and the top Hamas person is safely in Qatar, so what is now the point? 

That is the question I am struggling with. Can or should Israel be allowed to continue when 100 people from Gaza are killed and merely 2-3 Hamas operators? That is a price much to high, on the other side we see that as long as Hamas is in charge in Gaza this setting is unlikely to change. 

I understand that Hamas needs to be stopped, but this needs a very different approach and bombing Gaza into the stone age will not make it so. 

As such I have been struggling with several issues, but the largest issue is that the western media is no longer to be trusted and that makes it much harder, add to that deep fakes and populist agenda’s that are more often then not anti-semitic in nature makes us all run for the hills, we can no longer tell what is real and it is my hope that Al Jazeera and Arab News will become the real sources of information, but that is merely one thought. 

This weekend is hard, harder then most and it is all happening whilst we all see the Santa Claus stands and commercialisation of Christmas events, all whilst the reality for the west bank is one that is not including reindeers. 

I will not tell you to enjoy the weekend. I get it, you want to but it is time to mull a few things over.

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November 11, 2023 · 13:27

Wandering thoughts

We all have them, and I am no different. As I was contemplating more sides to yesterday’s story. As I was thinking through new levels of intelligence (machine learning) on grouping impact of NPC characters I saw the article in the Khaleej Times (at https://www.khaleejtimes.com/travel/saudi-e-visa-demand-for-umrah-from-uae-soars-trips-start-from-dh600) where we see ‘Umrah demand in UAE soars; trips start at Dh600’ As such I wondered about a few things. You see, Saudi Arabia is busy increasing its tourism footprint. Then I learned that there is no train connection between Dubai and Riyadh. Consider these 1050 Km and tell me which tourist, religious or not wouldn’t consider doing that trip by train. From there we see two new options. The train from Riyadh to Mecca which does exist, as does the train ride from Riyadh to Medina. But the train trip from Medina to the Line does not yet exist. So now we have more than merely a religious trip. The Line – Medina – Riyadh and Dubai. A new way for tourists, Muslim and non-Muslims to see the nation of Saudi Arabia. People who can see that land without checking in and out of airports, see the lands of Saudi Arabia, its deserts and much more. A new tourist attraction if you will and a new way, one not blemished by western exploitation to see and learn about Islam. 

And even as these are mere thoughts, when we see “These budget-friendly packages start at just Dh600 per person and are not only economical but also convenient, as they are designed for travel by bus. DoJoin App is offering this 10-day package with travel by bus and is for residents who already possess the 1-year Umrah e-visa.” The small upgrade from $163 (Dh600) to Dh750-Dh999 might have the right appeal for a lot of people to take the train, optionally seeing Medina and the Line, two stops they might never have considered before, all whilst growing tourism in several directions. I reckon that I am not stating anything new, I feel certain that both the United Arab Emirates as well as the Kingdom of Saudi Arabia are working on this and with Saudi Arabia working on Hyperloop technology, we might see a lot more options in the coming years. I reckon that once Emaar and Virgin Hyperloop One (VHO) crunch the numbers, the line that comes after Riyadh – Jeddah will possibly include Medina and the Line giving Saudi Arabia, a new achievement and a worlds first. That will be the 3rd or 4th time they surpassed any expectation and that is another setting where we see that America as well as the European Union has politicised themselves out of the game. In 2019 we were given the quote “MEMBERS of the European Parliament spend £60 million of taxpayers’ cash on gravy train, plane and taxi services getting to and from work” and another source gave us ““This is not value for money and, as the second largest contributor to the EU gravy train we should get a grip on reality, pull the plug and pull out of the European Union” it is not the reason that I see is reason to disband the EU, but what is happening is that non-EU members are creating a real train ride that is very much value for money, whether it is the current train technology or the coming Hyperloop, others are showing that there is plenty value for money and that is weirdly enough one of the first things a tourist is looking for. Well over 90% of the population gets to spend their vacation money only once a year, so they try to make it count and there is plenty to see in Saudi Arabia (in the UAE too), even as too many media has been trivialising that for way too long.

Just my thought in the weekend, still 35 hours to go in this weekend, whatever will I think of next.

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November 8, 2023 · 23:23

Is it bigger than a hotel room?

That seems like a question, but if you have been on the web and if you have been on YouTube you will have seen a AirBNB advertisement. I personally do not trust them. That is nothing against them, I for the most do not trust anyone. If my mother would call me promising me a solution that gets me  1000% return on investment, I would not trust her (she dies decades ago). 

The BBC (at https://www.bbc.co.uk/news/business-67341051) gives us ‘Italy to seize $835m from Airbnb in tax evasion inquiry’, it sounds simple and cozy. Yet I believe the all over setting is less simple. We see this with “Prosecutors say the firm failed to collect a tax from landlords on around €3.7bn of rental income. Landlords in Italy are required to pay a 21% tax on their earnings” and here lies the rub. Italian tax laws are not simple, but a lot less complicated than some and this was there in all the writings upfront. AirBNB might be “surprised and disappointed at the action announced by the Italian public prosecutor” but this was a simple application of Italian law. And the statement “Christopher Nutly said the firm’s European headquarters had been working to resolve the matter with the Italian tax agency since June” Really? June? It took me 11 minutes to see that part of the law and AirBNB was in the dark for months? As such “In 2022, Airbnb challenged the Italian law requiring the company and other short-term rental providers to withhold 21% of the rental income from landlords and pay it to tax authorities” Really? A firm goes up against Italian tax laws? How quaint. 

So when I see “The firm argued that Italy’s requirements on taxation contravened the European Union’s principle of freedom to provide services across the 27-country bloc” I wonder how their CLO (Chief Legal Officer) saw this? They checked with the local hookers on the Warmoestraat in Amsterdam perhaps? I am just fishing, but still. And the fact that they took this approach after YEARS leaves something to be desired as well. The fact that we are also given “Three people who held managerial roles at Airbnb from 2017 to 2021 were also under investigation, Milan Tribunal prosecutors said in a statement” gives me another path a simplified and optionally an incorrect  one. You see, this is an issue that has lasted for 6 years, the simpleton I would have looked at legal settings before day one commenced, but that is just me. 

Elizabeth Holmes, Sam Bankman-Fired, WeWork and the list goes on. Some ignored the law, some ‘overlooked’ and some merely made bad business calls and the media saw nothing until their stars exploded or imploded. How is that? A setting where we see €3.7bn of rental income and the Italian media never saw that post missing from the tax statutes? I am asking the questions out loud now, because the media isn’t. With Elizabeth Holmes, the media shunned Tyler Shultz. The media levitated Sam Bankman-Fried to godhood and no one looked where they needed to look for the longest of times. The €3,700,000,000 income in Italy makes that almost clear as day. You see that revenue exceeds the combined sums of Enel, Eni and Generali over 6 years and they are the top revenue firms in Italy and no one noticed? Who is asleep at the wheel there? 

Just some food for thought, enjoy it as you progress to the middle of the week.

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