Category Archives: Politics

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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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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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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When the bough breaks

It is an old expression, it means “when a situation has reached the point of no return” and at this point we have had a few of these moments. First there is the setting of the President traitor Trump (not my words but I can live with them) telling us all that the 28 points was a Russian document, with Russian syntaxis, one person even told the world (via YouTube) that it was a literal google translation. I cannot say that because I have never seen the document. A whole range of politicians going all the way up to John Bolton (the former National Security Advisor of the United States)  and writer of the book ‘The room where it happened’ they all say that the Ukraine should never accept this setting. Then we get another event where ‘apparently’ the Kremlin misplaced 10 trillion rubles and they are now selling whatever gold they have to keep afloat. This gave me the speculation that two too debt ridden nations are helping each other out. It almost sounds like the passport switch. I go to Canada, from Canada I go to the United Kingdom on a British passport, I do whatever I need to do and return to Canada with a Canadian passport, no one is the wiser and from there I return to Australia on my own passport. Confused? You would be, but that is what is required to get trillions in debt written off in two places. They are in too deep and as Prime Minister Carney is now making waves in the G20 too many countries are now realising that they do not need the instability of America, Canada becomes the place to be. But that is not all.

CBC apparently reported (through LinkedIn) the image below, but that is all I see and there is nothing more and not on the CBC site either, so I am not sure where it is coming from. 

So, there is every chance it is some troll and to whomever it was (I’ll call him Vladimir) I say:

Is that a strong enough consideration? And as I see it, the entire Commonwealth is supporting the Ukraine. These so called Russian trolls will be dealt with in the near future. So feel free to consider where you can find the trillions you misplaced and stay out of out way. Oh, and a youthful young lady by the name of Sanna Marin (former PM of Finland) had a simple solution to stop the war. “Get out of Ukraine” was her view and nearly everyone who matters agrees. 

And that war you started on  February 24th 2022 which you said was going to take 3-5 days is now 1370 days and the Russian economy is about to end with 1,165,260 less Russian men. So how will you restart the economy considering you have all these men missing, energy plants are burning down and you are about to face a new winter with apparently 10 trillion misplaced. 

But, on the upside you can have Donald Trump if you want him, apparently he is about to get impeached. According to Newsweek ‘Donald Trump Faces Articles of Impeachment Before Christmas’ all this whilst News dot Com dot Au gave us 4 days ago ‘Trump Media stock crashes to all-time lows, wiping out $5B in first family wealth during crypto slide’ so this is his sixth failure? I don’t keep track of those settings. But it comes with the setting that you take him, you keep him, no take backsies on this deal.

So am I going too far? I might be, but that is the danger when you get so much news with the setting you do not know what to trust that it might make your head spin and mine is spinning. In this there are two settings that I am unsure of. Did Russia misplace 10 trillion rubles? Trolls are on both sides of the fence, so this could be another deception. But the anger we all have with the 28 point document is too fresh in memory and Ukraine was never consulted on any of this. And the BBC (at https://www.bbc.com/news/articles/c4g95x50kdyo) gave us ‘US insists it authored Ukraine peace plan after claims of Russian ‘wish list’’ a mere 6 hours ago. So why aren’t these documents released? So when we are given “US Secretary of State Marco Rubio has insisted that a proposed 28-point plan to end the Ukraine war, which has been widely viewed as favourable to Russia, was “authored by the US”.” In the old days (when I was young) you would show these documents with mention of who authored them and who was connected to the tutoring of these documents. Yet later we get “Rubio later distanced himself from those claims and said the plan came from the US, and was “based on input” from both Russia and Ukraine.” Really? Because Ukraine was seemingly not involved, so who were the people involved? Simple settings to logistics and they are largely missing. Then we get (through the BBC) “On Saturday, Republican Senator Mike Rounds said Rubio had told a group of lawmakers that the draft plan was not US policy. He told the Halifax Security Forum: “What [Rubio] told us was that this was not the American proposal.”” So we get one person telling us different stories? What on earth is going on in America? At present there is absolutely no way that anyone is considering having a vacation there and for other reasons? As it stands America is in an almost worse state than Russia apparently is in. 

So have a great day and whilst Vancouver is enjoying Sunday, I just entered Monday. Such is life.

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When consumed by anger

This happens to all of us, you, me, everybody with a soul and a decent setting towards ethical boundaries. So when I heard yesterday about the Ukrainian setting, I kinda lost it, but I refrained from acting until I had most of the evidence.

First there is ABC (at https://www.abc.net.au/news/2025-11-22/volodymyr-zelesnkyy-says-us-peace-plan-difficult-choice-ukraine/106039966) giving us ‘Volodymyr Zelenskyy says Ukraine faces choice of losing dignity or US backing, Trump gives a week for decision’, so Russians bombing civilians he gives 10 days (a few times) and this setting gets a mere week. Summarized (by ABC) we see:

And we get in addition “after the US presented Kyiv with a peace plan that endorses key Russian demands. Speaking in the street outside his office, a location he uses only rarely for major addresses, the Ukrainian president said his country was trying to preserve its freedom while retaining the support of its most important ally.

This is where I kinda lost it. This president Joker (his new nick name), this 6 times loser hands a helping hand to Russia?

I am now calling on the Swedish Nobel committee to deny him any awards (especially the peace price) for the rest of his life. A person of this setting should not be awarded anything (except a dunce cap) Furthermore I call on any Commonwealth nation and any EU nation to give support to the Ukraine as best as you possibly can. I released several IP parts that could end Russian nuclear reactors as well as sink their naval capacity. I also have an option to take away their airfare in a new and innovative way, but that is still in the works. Russia has over 1,000 airports and I figured on a drone setting that could end that nice setting to the bulk of them, what a lovely surprise it would be if these ‘supersets’ cannot take of, a slim setting, but there you have it. DARPA was so set on finding military solutions that they seemingly forgot about the other weaknesses the airforce tend to have.

More important is the message that I and many like me support President Volodymyr Zelenskyy and the Ukrainian people, on a lighter note, who would not support this Paddington bear (2014, 2017) when it comes to it. 

And the setting that Washington gave the Ukraine, that they agreed with Russia without Ukraine is a “Washington has presented Kyiv with a 28-point plan, which calls for Ukraine to cede territory, accept limits to its military and renounce ambitions to join NATO”, so how about limit Russian forces by making 1,000 airfields unusable? How about making naval options (including merchant navy) options obsolete and redundant? And how about NATO gets to Ukraine in the next 7 days? I reckon this is only possible with British, Dutch and German forces coming together on this. France will become the buffer army for European territory. 

Am I angry enough? Well, I still have the option to making the nuclear reactors meltdown on itself and that if functional could give the Russian people a new consideration of cold, February should be frisky in Russia, so there we have it, I might not be some kind of Sylvester Stallone, but I used to be a decent marksman and there is nothing wrong with my innovative creativity, so let’s have fun on this and after that all barrels will be pointed on America for siding with Russia. I am calling for a complete segregation of economic assistance of America. Good and services. Canada is doing its part, lets see what the rest can do. When no one hands them oil, their own oil will support them and that is costing them dearly. There is no need to export their oil and get cheap oil abroad. They can all fuel themselves in America. 

I am actually this angry. If you are not an American, have a great day.

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Amalgamation anyone?

Several settings came across my eyes. First there is the big hit that Prime Minister Carney made in the UAE, some say it comes down to a $3 trillion dollar investment, which is great for Canada. I reckon the northern pipeline that makes America obsolete in this instance has something to do with it. Then there was the rating of 2.3 (out of 5) that Epic Universe scored and I thought that was weird, but the personal ratings with over 250 giving it a 1 rating does not lie, but there was a person who looked into this and made a solid case. The person Andrew Platt gave a good rundown, which made me wonder how Epic Universe was designed. Who was the so called ‘manager of bad times’ The rundown (at https://www.youtube.com/watch?v=Y4wgErXyV14) should be watched by anyone who want to go there. And he looked at stuff I never would have, because (until President Trump took over) I was on that bulk of people wanting to see that place. So at this time, it will be another persons problem and there will be lots of finger pointing into this mess, considering that when the weather is bad, 60% is unavailable is a rather large setting. As such Abu Dhabi and their Warner Brothers theme park upcoming will have a great time adjusting for the thousands of Europeans, Canadians and even Americans. It is the consequence of bad management and a few other matters. But these issues keep on coming. Ill be honest, I never considered these factors, but Universal management should have seen the coming before they poured in 7 billion dollars. The idea of a few hundred million to put it under a roof doesn’t seem to ridiculous now, does it? News dot com dot au gave us in April ‘$13 billion Universal Epic Universe theme park is the biggest, most expensive theme park ever’, as such I never considered what Andrew Platt reported on. So check out his video before you book an expensive hotel in Orlando. 

Then ABC News gave us a mere 5 hours ago ‘‘Buying the dip has become a dangerous sport’ as nervous global share markets dive’ (at https://www.abc.net.au/news/2025-11-21/tech-bubble-asx-nasdaq-dow-jones-sell-off-japanese-bonds/106036078) this gives us “Markets are nervous because more than $US2 trillion ($3.1 trillion) was wiped off Wall Street last night in a matter of hours. Where did the money go? Some went to Japan. Indeed, enough money took flight for some to ask whether the multi-trillion-dollar US tech bubble has now popped.” In addition we see “Bitcoin moved further into bear market territory overnight, plunging a further 5 per cent to under $US88,000 ($136,000) — down roughly 28 per cent from its all-time high.

IG market analyst Tony Sycamore recently questioned whether Bitcoin was the “canary in the coal mine” for overall sentiment in global financial markets.” I cannot argue the ‘canary in the coal mine’ because I am not that deep into anything economically related, but 18 hours ago, Marketwatch (at https://www.marketwatch.com/story/americas-sugar-daddy-just-went-broke-and-youre-stuck-with-the-bill-a74b35c9) we see ‘America’s ‘sugar daddy’ just went broke — and you’re stuck with the bill’ it, reflects my story Yesterday ‘Big in Japan’ (at https://lawlordtobe.com/2025/11/21/big-in-japan/) but with a few more angles. With “Because Japan owns $1.2 trillion in U.S. government debt — more than your weird uncle owns in grievances — and when your biggest lender suddenly discovers it can make money at home, it tends to stop financing your lifestyle. It’s like your friend finally realizing he’s been picking up every bar bill since 1985.” That setting and the others are showing the cracks in the ‘fabulous armour’ called America. Dip after dip after disaster is hitting those shores at present. And Marketwatch gives us ‘Wall Street finally catches on’ with “For months, the market was too busy pricing AI stocks and parsing Elon Musk’s latest proclamation to notice Japan’s bond yields climbing.” And as I see it, they should have been on top of all of it. They wanted their golden throne, but that implies you better keep everything under sight and that is their responsibility. So when the markets panic in the next 96 hours, it will also be on them. All by themselves it all seems manageable, but as a collected setting of bad news for America, there is a larger concern, the seams are breaking and as such the money-tub called America is fumbling in the hands of those who were managing the outcome of that revenue. 

When you come to think of it, I made a presumptuous statement that Americans would ‘invade’ Canada just to get away from America and that setting is a lot more real at this time, because when we see the Financial Review giving us ‘Major super funds count exposure to billion-dollar US solar collapse’ where we see “AustralianSuper, HESTA and the Queensland government’s investment arm, QIC, have an indirect exposure to the prominent bankruptcy case due to substantial interests in one of its biggest backers – Generate Capital. One of Generate’s directors is QIC’s head of global infrastructure, Ross Israel” a mere 4 days ago. In addition we are seeing “Pine Gate has raised more than $US7 billion ($10.7 billion) since it was founded in 2016 and owes creditors including Brookfield and Carlyle around $US6 billion. The company blamed growing uncertainty for overseas investment in the United States and hostility toward green energy since the return of Donald Trump to the White House as reasons for its collapse, along with the revocation of tax credits for solar projects.”And this is only one of many and that is before we consider the AI Bubble (which is denied to exist by Forbes) but the impact on retirement funds will be massive, in nearly any place that has put their money in this. So when the retirement funds collapse, where do you think these people will go? Where do the people go when there is no future in where they are? They go the places that has a future and at present that is Canada (Mexico too). Is this the future? 

You see Amalgamation comes with a danger. You cannot add a bucket of oranges to a bucket of apples and set the stage that you now have 2 buckets of fruit, because the analyses of fruit has different properties, but it can be done to get a little better view in the overall stage, as long as you consider that it is a flawed view and I get that. The Epic Universe stage showed me that I knew too little about that side of the flaw on the matter and me trying to explain it one way is no resolution on any other way. 

I knew that Abu Dhabi was a great vacation destination because I had done my homework on a number of things as such I knew that the UAE was a great place to see (or move to) but the larger impacts are not given, the impact can only be seen where we have all the data and some of the data is kept from us, other data cannot be verified, as such it is a terrible mess. And in this Amalgamation is not really the solution either, but it is all I have to show the dangers of some places. 

In this I bid you a great day and try to enjoy the upcoming weekend, so let’s make it a great weekend.

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Big in Japan

It is not a song by Alphaville, they did that in 1983 I believe. But a few months ago (May 4th, at https://lawlordtobe.com/2025/05/04/the-nature-of-things/) I raised a setting that gave us “Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.”” I had Axios and a few other sources. And that was all there was to it, the news simmered down and the news was forgotten, except that is why I have my blog. I don’t tend to forget things. So when I got the news a few days ago I saw a YouTube video that Japan was dumps its US bonds. A fear that many have. And I started to seek that news from more reputable sources. Most had nothing, but (at https://medium.com/@nationalgoldgroup/japan-is-dumping-us-debt-and-americans-will-feel-it-31ec6a1f3870) But Medium gave us ‘Japan Is Dumping US Debt — And Americans Will Feel It’ but that is all there is. Now, I would be hesitant to give this out, especially as the Financial Times and the WSJ have nothing on this, even the Japanese Times (an English version) has nothing. So what gives? Are these doom speakers? Because that news would be grim for America. They give us “That’s basically what Japan has been doing with US Treasuries since the 1990s. They’d print Yen at 0% interest rates (basically free money), convert it to dollars, and buy up American debt in the form of US Treasuries. Then they’d sit back and collect the interest payments. This strategy pumped trillions of dollars into global markets over the years.

And more importantly, this arrangement made everything in America artificially cheap.” But as we see the next bit “suddenly, the cheat code stopped working. The math that made the carry trade profitable for 30 years just flipped upside down. Japanese pension funds looked at their spreadsheets and realized they were losing money on US Treasuries. So they started selling. Billions of dollars worth. Every single day. Imagine you’ve been lending money to a friend for years, making a nice return. Then one day, you realize you could make better returns just keeping the money in your own savings account. What would you do? You’d ask for your money back.” So, is this true? America could ask Mark Carney as he is an excellent economist, but there is a chance he is not taking their calls. What surprises me is that all the media is silent on it. But 2 days after my article, on May 6th we got “If Japan sold massive amounts of US debt, it would very likely spark a massive Treasury selloff. Treasury rates would in turn sharply increase, making it more expensive for Washington to borrow and freaking out investors along the way” (source: CNN) but at present, these YouTube and their allotment of ‘financial show’ jokers are seemingly doom speaking, because as I see it, this is all it is. The problem is that doom speakers tend to make others jittery and China has over $700 billon of those puppies. The Medium ‘knowledge’ comes from the National Gold Group and I am not setting any value on that, but the fact that the ‘set’ financial newspapers (Guardian, Wall Street Journal, Financial Times) have nothing on this, they do not even debunk that news. So I am looking at the playing field with a dim look (as I have an absent economic degree). And I am not joining any doomsayer on their doom binge. But YouTube has a few more sources and they are all dancing around the setting, like they ant to refer to news they had given, but they are not giving it. As I see it, if it isn’t in the newspaper (online or not) it doesn’t exist, but the news is a little unsettling, because if Japan goes, so does China soon thereafter and America has 2 trillion in US treasury bonds that no one wants. So, what do you think that does to the American economy? I reckon that China likes the idea, but it doesn’t want to start it and that is where Japan comes in. Is it real? I honestly do not know, but I do know that after the shenanigans America did to others, there is a hidden glimmer of fun to several people should this happen. So I have concerns on this, but I am adamant in saying that there is no verifiable setting that this is actually happening at present. And I feel strongly about giving this additional message.

I will report on happening, not create fictive settings that start something.

Have a great day, it’s fish day here now. I might go for some today. So, make sure you find a reputable source if you are going to be panic stricken because anything else might cost you a lot more than you think and in case of doubt, Ask the former Marky Mark of the British Bank (at +1-613-957-5555) he knows a lot more about this than I do.

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This is weird

I find myself standing up for Microsoft, I know its weird. They have screwed the pooch more than once, but the headline in the Guardian (at https://www.theguardian.com/society/2025/nov/19/microsoft-nhs-uk-contracts-public-sector-procurement) gives us ‘Microsoft has ‘ripped off the NHS’, says MP amid call for contracts with British firms’, now lets be clear. Microsoft has done many things, but ripping people off is beneath them. If a rippable offence is in play, someone put their autograph (aka John Hancock) on that dotted line. And where is the evidence? And we are pointed to Samantha Niblett, the Labour MP for South Derbyshire, who laughs with a pretty smile and that is all she seemingly does. The evidence given “a five-year deal with the NHS to provide productivity tools reportedly worth over £700m, while the wider government spent £1.9bn on Microsoft software licences in the 2024-25 financial year alone.” Is this evidence? What the hell are you up to Katharine Viner? As editor of the Guardian, this trash should not be in your newspaper, or on the website. At least hand this setting with proper evidence. So as we are also given and that Labour Nibbler gives us “I know for a fact how Microsoft have ripped off the NHS.” But at that point we get “did not provide further evidence, but when the committee chair, Chi Onwurah, voiced surprise at the claim” and to that I say. Miss Niblett, on December 31st 2016 I reported in the story ‘This last day’ (at https://lawlordtobe.com/2016/12/31/this-last-day/) which was 9 years ago, and you might have been too young to be in politics. But Labour (as well) spend £11.2 billion on a NHS IT project, which amounted to nothing and I reckon it might have been a really big amount of money for nothing. So, are we seeing a second setting to all this and you want to blame Microsoft? Can we see the contracts of understanding? Microsoft does a lot, but they wrap it in contracts which in this case the labour administration under Sir Keir Rodney Starmer is confronted with. 

Then we get “After describing the government’s multibillion-pound deals with Microsoft, Niblett said it “speaks to the … power of Microsoft to lock in public sector … customers and then sort of entice them with cheap deals, and then you’re locked into a contract and then you’re charged exponential amounts” So Microsoft does plenty wrong, but this pat they tend to get right and who signed for these contracts? Was it you? And these contracts also give a correct setting of the amounts. That is how business is done and it is done all over the world. 

And it is then that we get the hidden gem that some were trying to hide “MPs on the select committee said the UK needed to develop greater “sovereign” technology capacity, award more contracts to smaller, local providers, and be less reliant on deals that resulted in government departments becoming locked into services with US firms. Explaining more about her understanding of Microsoft’s deals with the government, Niblett said: “I have heard that Defra [the Department of Food and Rural Affairs] recently signed a contract renewal for Windows 10, which is now out of date. And that has now resulted in them having to pay more for security checks because they’re using a very, very old version of Windows.” There is more than one issue. In the first there is “I have heard” is not evidence, evidence is the contract that Defra signed. Who signed it, was it a valid contract? And then we get “recently signed a contract renewal for Windows 10”, how recent was it signed? Some women claim to they got recently pregnant, but that accident is now 4 years old and as it is given “Windows 10 is a Microsoft operating system that is now out of support as of October 14, 2025”, so does that contract entitle these users to upgrade to Windows 11? The one part that matters is seemingly “becoming locked into services with US firms” which is a valid UK setting, but that is depending on a time set strategy and getting into the strategy AFTER the contract is signed implies you are stuck with the contract, that might not be in the best interest of the Labour administration, but that is not the priority of Microsoft, their part is the contract and adhering to what was signed. So was there any transgression by Microsoft? It is a simple question and the setting of ‘ripped off’ implies they made a booboo and as such that evidence must be given in evidence. Is there any chance that one of more contracts have your autograph as you worked in the data and technology sector before being elected to parliament in 2024, so will we find contracts, possibly with your name on it? Will it show a transgression by Microsoft, or a sloppy mistake by the labour representative who signed it? Simple questions and simple settings that Katharine Viner should see coming a mile away?

Have a great day and if you get the mug below, make sure that coffee is millennium proof, version proof and proofed for 61 degrees celsius liquids. You can test it by putting your finger in the coffee and if you go ‘ouch’ it is probably hot enough.

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A story to consider

That is the setting and it is all based on a story. As I see it, it could be a script. A script not written as a technicolor setting in the likes of The Bourne Identity with the one and only Jason Damon. No not like that, it is more like a documentary that his brother Matt Damon narrated in 2010. The movie Inside Job. You see, it is not about the story, it becomes about the narration and the storyline and people look at a documentary differently when it involves people like Bruce Wayne and Tony Stark. Yes, the story can be wielded in many ways. So as we recall the setting of September 14th 2019 where Houthi ‘forces’ attacked Aramco. It was immediately clear that Houthi forces could not have facilitated to that. They lacked infrastructure, trained personal and technical know how to do this. In the end there were three options and I came to the conclusion that Iran and their IRGC were the culprits. So my mind went considering the innovations available to me (my nog) and I came to a few innovations that at that time were merely on a drawing board. So here it is the story of Master Blaster DJ Intelligence and the scoundrel settings of tomorrow. Quite the narration isn’t it?

So as the DJ takes up the mic to blast a few settings. We see that innovation was not standing still. First there was the drone carrier and a reaper drone. The reapers could drop of each two careers at a safe distance. Then the carriers took over and they went on their merry way to deliver the drones. They were also the eyes for an overseer, all whilst the reapers went ack on their merry way. The carriers were strategically placed and from there the drones (six per carrier) were released. So as these drones are set to a target, and for the most it is set via satellite pictures and from there, the drones would be released. The automatic setting would do most of the job, but at times it needs a human eye as pictures can only see so much. And there we have it, The Abadus refinery

A setting we know that it is the largest refinery that Iran has. And now we see 9 targets, each get hit by two drones, explosive drones. And the mess that Iran is settled with is not to be seen as enviable. Basically 18 drones at $4K per drone, a little over $70K will cause billions of damage and the impact of that is seen all over Iran. As such the setting that the IRGC opened themselves up to is not the prettiest sight, it is a setting where a refinery pushing out 429,000 barrels per day and the oldest refinery, taking care of 25% of the fuel production will take millions, if not billions in damage and that is setting Iran back for decades. If there is a second refinery, like the Bandar Abbas Refinery you could cripple Iran for years (optionally) and also production comes at a stand still. So, do you still think attacking Aramco was a good idea? You see, two can play that game and I have plenty of innovative ideas in that regard. Take the reaper drones where two of them could release two careers each and they have up to 6 drones and not all are explosive drones. 1-2 could be spy drones who land at a seldom looked location and spy on the surroundings. And whilst the two reaper drones fly back to load up 4 more carrier drones you could hit both Abadus and Bandar Abbas in that same instance. Just the innovative me tinkering with ideas. 

I wonder how deep that setting exists? You see, they want to do it all, but if the distance is too great, the reaper drones are a safe way to get them to nearby whilst the carrier drones do the last 10% of the trip and release the drones of war. And that story would sound great as the voice of Master blaster DJ Intelligence (go practice you voice Matt). And that setting is an optional new way to bring a story and I reckon that the Saudi’s and in particular Al Saudiya TV would love to bring that story to the Saudi’s. Yes, there was a greed setting, but never in the way you think it was. Entertainment set in motion through the setting of a documentary. I don’t think I have seen that before (the Blair Witch project does not count). And it is all done in the setting of entertainment. The IRGC has been entertaining its population through Hezbollah and Hamas long enough. Time to give them a little entertainment themselves and it tends to come from a direction you never see coming. 

So, what do you say Mr Damon, you on board for this? Have a great day, I am off enjoying my own kind of oil, it is called coffee. 

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Is it one or the other?

That is the question I had today/this morning. You see, I saw a few things happen/unfold and it made me think on several other settings. To get there, let me take you through the settings I already knew. The first cog in this machine is American tourism. The ‘setting’ is that THEY (whoever they are) expect a $12.5 billion loss. The data from a few sources already give a multitude of that, the airports, the BNB industry and several other retail settings. Some give others the losses of 12 airports which goes far beyond the $12.5 billion and as I saw it that part is a mere $30-$45 billion, its hard to be more precise when you do not have access to the raw numbers. But in a chain trend Airfares, visas, BNB/hotels, snacks/diversities, staff incomes I got to $80-$135 billion and I think that I was being kind to the situation as I took merely the most conservative numbers, as such the damage could be decently more. 

This is merely the first cog. Second is the Canadian setting of fighters. They have set their minds on the Saab Gripen s such I thought they came for

Silly me, Gripen means Griffin and a Hogwarts professor was eager to assist me in this matter, it was apparently 

Although I have no idea how it can hide that proud flag in the clouds. What does matter that it comes with “SAAB President and CEO Micael Johansson told CTV News that the offer is on the table and Ottawa might see a boost in economic development with the added positions. The deal could be more than just parts and components; Canada may even get the go-ahead to assemble the entire Gripen on its soil.” (Initial source: CTV news) this brings close to 10,000 jobs (which was given by another source) but what non-Canadian people ‘ignore’ is that this will cost the American defense industry billions and when these puppies (that what they call little Griffins) are built in Canada, more orders will follow costing the American Defense industry a lot more. So whilst some sources say that “American tourism is predicted to start a full recovery in 2029” I think that they are overly confident that the mess this administration is making is solved by then. I think that with Vision 2030 and a few others, recovery is unlikely before 2032. And when you consider The news (at https://www.thetravel.com/fifa-world-cup-2026-usa-tourist-visa-integrity-fee-100-day-wait-time-warning-us-consul-general/) by Travel dot com, giving us ‘FIFA World Cup 2026 Travelers Warned Of $435 Fee And 100-Day Delay By U.S. Consul General’ that there is every chance that FIFA will pull the 2026 setting from America and it is my speculation that Yalla Vamos 2030 might be hosting the 2026 and leave 2030 to whomever comes next, which is Saudi Arabia, the initial thought is that they might not be ready at that time, but that is mere speculation from me and there is a chance (a small one) that Canada could step in and do the hosting in Vancouver, Toronto and Ottawa, but that would be called ‘smirking speculation’ But the setting behind these settings is that Tourism will likely collapse in America and at that point the Banks of Wall Street will cancel the Credit Cards of America for a really long time and that will set in motion a lot of cascading events all at the same time. Now if you would voice that this would never Tom’s Hardware gave us last week ‘Sam Altman backs away from OpenAI’s statements about possible U.S. gov’t AI industry bailouts — company continues to lobby for financial support from the industry’ If his AI is so spectastic  (a combination of Fantastic and Spectacular) why does he need a bailout? And when we consider this. Microsoft once gave the AI builder a value of a billion dollars and they blew that in under a year on over 600 engineers. So why didn’t Microsoft see that? 600 engineers leave a digital footprint and they have licensed software. Microsoft didn’t catch on? And as we see the ‘unification’ of Microsoft and OpenAI have a connection. Microsoft has an investment in the OpenAI Group PBC valued at approximately $135 billion, representing a 27% stake. So there is a need to ask questions and when that bubble goes, America gets to bail that Windows 3.1 vendor out.

As I see it, don’t ever put all your eggs in one basket and at this point America has all the eggs of its ‘kingdom’ in one plastic bag and it reckon that bag is showing rips and soon enough the eggs fall away into an abyss where Microsoft can’t get to it. The resources will flee to Google, IBM, Amazon and a few other places and it is the other places that will reap havoc on the American economy. So when the tally is made, America has a real problem and this administration called the storm over its own head and I am not alone feeling this way. When you consider the validation and verification of data, pretty much the first step in data related systems you can see that things do not add up and it will not take long for others to see that too. And in part the others will want to prove that THEIR data is sweet and the way they do that is to ask questions of the data of others. A tell tale sign that the bubble is about to implode and at present it is given at ‘Global AI spend to total US$1.5 trillion’ (source: ARNnet) but that puppy has been blown up to a lot more as the speculators that they have a great dane, so when that bubble implodes it will cost a whole lot of people a lot of money. I reckon that it will take until 2026/2027 to hit the walls. Even as Forbes gave us less than 24 hours ago ‘OpenAI Just Issued An AI Risk Warning. Your Job Could Be Impacted’ and they talk about ASI (too many now know that AI doesn’t exist) where we see “Superintelligence is also referred to as ASI (artificial superintelligence) which varies slightly from AGI (artificial general intelligence) in that it’s all about machines being able to exceed even the most advanced and highly gifted cognitive abilities, according to IBM.” And we also get “OpenAI acknowledges the potential dangers associated with advancing AI to this level, and they continue by making it clear what can be anticipated and what will be needed for this experiment to be a safe success” so these statements, now consider the simple facts of Data Verification and Data Validation, when these parts are missing any ‘super intelligence’ merely comes across as the village idiot. I can already see the Microsoft Copilot advertisement “We now offer the copilot with everyones favourite son, the village idiot Clippy II” (OK, I am being mean, I loved my clippy in the Office 95 days) but I reckon you are now getting clued in to the disaster that is coming? 

It isn’t merely the AI bubble, or the American economy, or any of these related settings. It is that they are happening almost at the same time, so a nasdaq screen where all the firms are shown in deep red showing a $10 trillion write-off is not out of the blue. That setting better be clear to anyone out there. This is merely my point of view and I might be wrong to read the data as it is, but I am not alone and more people are seeing the fringe of the speculative gold stream showing it Pyrite origins. Have a great day it is another 2 hours before Vancouver joins us on this Monday. Time for me to consider a nice cup of coffee (my personal drug of choice).

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