Yesterday I was thinking of a game I used to play and it left me a little underwhelmed. It was not the fault of the game maker, the game was awesome. It gave me the thought that I was in the deep with the dodo’s of the Kremlin, or the White House. The game did what they promised, but I was thinking what this game could do with current technology and settings of DMS and some LLM. There is also the thought that the game was originally a little 2D. It all fitted on an 800KB disk so I am not surprised. But consider the idea what the current settings allow for.
The idea that they had with the political tables of then (1987) and what Mindscape was able to achieve. It started as a game of geopolitics during the Cold War, created by Chris Crawford and published in 1985 on the Macintosh by Mindscape, followed by ports to a variety of platforms over the next two years and I got the AtariST version in 1987. And as sources reveal, takes the role of the President of the United States or General Secretary of the Soviet Union. The goal is to improve the player’s country’s standing in the world relative to the other superpower. During each yearly turn, random events occur that may have effects on the player’s international prestige. The player can choose to respond to these events in various ways, which may prompt a response from the other superpower. This creates brinkmanship situations between the two nations, potentially escalating to a nuclear war, which ends the game. It is my advice not to ‘antagonise’ the opponent in the Pink Kremlin, or the Black House to avoid the nuclear holocaust that follows. And why leave it there, the complications of a EU could be added, so you can see how likely little you can do as as King Gustav on charge of that small sided Sweden (population 10.5 million) and we can build on this, we can evolve this with corporate powers and the influence they hold with the likes of Strawberry, Hippolytics, Smallsoft, and a whole range of power players. See what happens when you tweak that power (or nationalise their goods) then we get to the impact of social media like SnoutTome, QuickOunce, MyTransistor, DingDong, Toucan, Connected, ScryingStone and a whole range of other groups. You could see the direct impact that trolls have when they are clearly exposed and optionally with scenarios to solve. I would recommend to leave the intelligence groups to a later date (or a DLC) to properly test the settings you have there. It could be the first simulator for audiences and students of geopolitics and social standings later. That is before you add the mess that (WatchMyGrey, AmiSix, and their offspring in France, Germany as well as Mossad does to the worlds chaos (under their tutelage)
I wonder how no one enacted this setting, it seems to be a decently solid training and educational simulator giving students to study multidimensional settings that geopolitics present in todays industry. I’ll bet you you can’t fit that on a 800KB diskette, but there is every thought that it can be done, the social sciences tables still exist and they can vouch for the until recent messes and they are basically ready for deployment. And now that we see the world for what it is, we might also include global religion as an influence and show you why the Catholic Church doesn’t have as much as it used to be.
It is merely a small snag that escaped my brain this morning, but I reckon that the old software settings could still apply to settings of today, you merely have to upgrade the setting and there is plenty of options here and as they were solidly stated on those basic settings of Social sciences, in todays world they could be used through Deeper Machine Learning to a much more powerful extend. See what some see and what you are not supposed to know (sorry Blaise Metreweli) but that is also the next challenge. Instead of shouting at Toucan, you could investigate the trolls on Toucan and see what the expected result is and who the culprit behind these pretentious stages are, not to be coy, but using that Strawberry Studio to see it on the big screen, or even as a user of the Hippolytics Moon streaming service get a new lease of opportunity. An educational simulator for students and investigators of humbug gets a new side of life.
Well anyway, that was my thought I had this morning. And the names have been changed to avoid the guilty and make me less liable, a decently appreciative setting
Have a great day. I wanted to take a nice walk, but it is 34 degrees celsius out there, bit much for a long walk. Oh and Strawberry, fix your DoDo Dos version Hawaii 26.1, when you switch off your router before you switch off your wireless, the wireless keeps on scanning the ether, even AFTER you switch of the WiFi. Sloppy programming.
Yes the is something that we don’t really consider. At least I am not one of those people. You see, I get whatever medications need from a pharmacy, as such It was never a consideration for me. But the Dutch NOS reported last Saturday ‘Gevolgen verkoop neppillen nog ernstiger dan gedacht: zeker 13 doden’ which amounts to ‘Consequence sales of fake medication more serious than thought, at least 13 dead’ The article gives us “The Netherlands Forensic Institute (NFI) recently reported six deaths and four serious poisonings linked to counterfeit medications. At least six other suspicious deaths have been reported, according to a survey of the Netherlands Poisons Information Centre, the Trimbos Institute, the NFI, and hospitals that can test for hazardous substances. There are also very strong suspicions in a seventh case.” With the addition of “The main culprit in these deaths and poisonings is nitazene, a synthetic opioid so potent that it poses a significant risk of overdose. Therefore, nitazene is prohibited from use in pharmaceuticals. However, it’s not uncommon for counterfeit pills loaded with the dangerous nitazene to be sold by online retailers as oxycodone available in legitimate pharmacies.” It puzzles me as the Dutch have a great medical setting with additional pharmacy settings. It is slightly better than the Commonwealth, at least it was 20 years ago. As such I don’t understand the need to ‘rely’ on online retailers.
As such we were given “The parents of a Slaappillen.net victim, who wish to remain anonymous, are making the same plea. Their 29-year-old daughter died on April 8th in Amsterdam after experiencing severe lower abdominal pain, reaching for a pill she thought was oxycodone, which she had left over from a previous order on Slaappillen.net.” and for me the puzzling fact is why they went to this ‘slaappillen.net’ whilst the Dutch pharmacies are top notch. It seems weird how the setting is absent from serious questions. So whilst we consider the quote “The parents also hope that the publicity will prompt the police and the judiciary to prioritize unraveling the networks behind these sites and their “horrible business models,” as the father calls them. “The suffering they cause by doing so apparently doesn’t interest these criminals.”” But the hidden part becomes why the parents resorted to ‘these criminals’ whilst the pharmacies in the Netherlands are of such high quality. As such the question is perhaps not as easy as we might think. We might look at the networks (which is basically an essential step), but the setting why the parents took this step, for the simple setting that most places in the Netherlands (which is perhaps the size of Rhode Island) and has pharmacies usually in a few blocks radius of any city the Netherlands has. As such I am left with questions and the article does not bare this out. It leaves us with unanswered questions and that is not a good thing as these criminals are set on a practical grid foundation, so something, or someone is helping them and that is the setting that is missing. In the Commonwealth you can get Oxycodone Hydrochloride Tablets in a setting of 5 mg tablet (size 20 pack): approximately £1.95, in Australia it is a little less than $7, so what is actually going on? Has the price of Dutch pharmacies gone up by a ridiculous amount? It used to be a lot less than either the UK or Australia. As such I am left with questions. And the NOS did address them in another article. In the story (att https://nos.nl/artikel/2592446-tweede-webshop-voor-de-rechter-na-leveren-neppillen-nfi-ziet-meer-sterfgevallen) are we left with the fact that web shops (online pharmacies) we are given “Besides Funcaps.nl, the Public Prosecution Service is also taking action against another website that sold unlimited amounts of medication without a prescription. The web shop Slaappillen.net is linked to at least one death after the delivery of a counterfeit version of the powerful painkiller oxycodone. These pills contain the life-threatening synthetic substance nitazene.” The other place also got prosecuted, but as far as we are given “In that case, the suspects are linked to the deaths of possibly 49 people, but they too are currently only being prosecuted for violating the Medicines Act.” It apparently is too hard finding evidence of this and the people arrested at present, will most likely be set free which gives us any kind of setting when we come to think of it.
It seems like a weird setting for prosecution, especially given the facts. As far as I know the Dutch have a great pharmacy setting, so what drives any person to take such a weird risk, especially when we see that there are dozens of deaths. One would think that this would be enough to drive people away from these online retailers. But that might merely be me.
Have a great day, my breakfast is a mere 180 minutes away.
That was on my mind when I was considering a few settings. Orchestration by the media no less. To get the full view to this, I need to explain a few items. The media has NO responsibility to print (or news talk) on any given subject. And there is something called Defamation by omission.
While defamation typically involves publishing a false statement that harms a reputation, an omission of facts can potentially give rise to liability if what is published is rendered misleading or defamatory as a result. The test is whether the omission gives a defamatory meaning to the published material that would not otherwise be present.
So it does exist, but the setting is extremely difficult to prove. There are more provisions, but they will not be applicable to this setting. As such I leave them by themselves. So two weeks ago we got all that Code Red settings in regards to OpenAI, they were not giving us that they would have to WOW the audience, or was that me saying that? So a few days ago ChatGPT released 5.2 and as far as I can tell there are several dozens of articles, but only Wired gives us some of the goods
With: “OpenAI has introduced GPT-5.2, its smartest artificial intelligence model yet, with performance gains across writing, coding, and reasoning benchmarks. The launch comes just days after CEO Sam Altman internally declared a “code red,” a company-wide push to improve ChatGPT amid intense competition from rivals. “We announced this code red to really signal to the company that we want to marshal resources in one particular area, and that’s a way to really define priorities,” said OpenAI’s CEO of applications, Fidji Simo, in a briefing with reporters on Thursday. “We have had an increase in resources focused on ChatGPT in general.”” Publication and presentation talk, Sam Altman is great at that. But the media? Where are they? Who actually looked at them for the last few days? Where are those articles?
I am not out for blood, or out to get Sam Altman, I am out to get the media. They are all about the danger setting, but this is becoming out of balance and the media loves their digital dollar raking, but enough is enough. They need to fess up to the settings and do something about it all. If ChatGPT 5.2 is great, fine. I don’t mind, but I want to get the goods and the media is falling short in several ways. Venezuela, OpenAI, Israel, Saudi Arabia and that list goes on, they are (as I personally see it) catering to their need for digital dollars as long as it agrees with the stakeholders they are reporting to.
The Wall Street Journal (at https://www.wsj.com/articles/openai-updates-chatgpt-amid-battle-for-knowledge-workers-995376f9) gives us “The release comes about a week after Chief Executive Sam Altman declared a “code red” effort to improve the quality of ChatGPT and to delay development of some other initiatives, including advertising. The company has been on high alert from the rising threat of Google’s latest Gemini AI model, which outperformed ChatGPT on certain benchmarks including expert-level knowledge, logic puzzles, math problems and image recognition. The new OpenAI model was described by the company as better at math, science and coding benchmarks.” And as I see it, nearly all the media gives exactly the same lines and no one is actually looking into how good ChatGPT is now, or even whether it is or is not. There are investors with Trillions on the line and the media is playing the “distancing game”, only when things go bad they are tripping over each other giving us the lines and at that point the stakeholders have the like it or lump it.
Is no one noticing that part of the equation?
So, is GPT-5.2 the WOW result everyone is banking on? Did it defeat Gemini 3? I don’t know but the media should have been all over this and they aren’t. As I see it, this is a form of orchestration but to where I don’t know. Is it about the trillions invested (I see that as liability towards investors) is it about the absence of excellence (I see that as liability towards both Google and OpenAI) and there is the liability towards the readers or listeners of whoever they service. So this isn’t defamation, because in all, the media did nothing really wrong. But they sold us short whilst claiming they are there for us and they are not.
So is it me? Or is there is larger setting that is ignored by too many?
I know that some will not agree with me, but after the days of the Code Red, where are the media results of what OpenAI/Sam Altman produced? Not the same hundred words they all seemingly give us, but the real results, the real tests and the real impressions. I haven’t seen one result from them. Even with my limited knowledge (I never used ChatGPT) I could drum up a few tests in seconds and I would put both Gemini 3 and ChatGPT5.2 on the road. I could let them lose on a few of my articles and see what they both come up with and how long it takes them. Something EVERY baboon working in media (sorry, not sorry) could have come up with in mere seconds. Isn’t it lovely that they never came up with that? Think about that for a moment when they give you another runaround on Oracle, like Quartz ‘Oracle’s big AI dreams are freaking out Wall Street’ and Forbes with ‘Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell’ all whilst no one is looking at the true and real value of Oracle. No, the investors must be spooked (for whatever reason). So you all have a great day, we are nearly all in Saturday now and I am a mere 170 minutes away from Sunday.
There are several balls that have been dropped by a whole range of entities (cannot call them people) and there is a larger setting.
First there is Bioware with an at some point appearing Mass Effect and I wrote about the options of a remade and remastered Mass Effect 45 where you get Mass Effect 5 as well as an upgraded and ‘corrected’ Mass Effect 4. I did this in 2018 (might have been 2019) but it was over 6 years ago and I get that AAA games take time, especially if they are done in Unreal engine 5, that sucker takes heaps of precision, especially in the setting that Mass Effect has (and their is need for precision here) and that is merely the first. Then there is need for pointing out several matters. You see, Google with whatever version they are working gives when we ask for “Intelligence UAE” (I was apparently looking for SIA) but I got
Latest update:We continue to advise exercise a high degree of caution in the UAE. Tourist visas for the UAE are issued on arrival in Abu Dhabi and Dubai. For the latest information on traveling to, from or connecting through Abu Dhabi and Dubai international airports (see ‘Travel’). (20 Oct 2025)
Now consider that the UAE is one of the safest countries in the world, as such, we have an issue. Yet when I ask for “UAE safety 2025” I get:
The UAE is considered extremely safe in 2025, topping global safety indices with low crime rates and top-ranked cities like Abu Dhabi and Dubai, known for advanced security, political stability, and strong law enforcement. While generally very secure, visitors should still be aware of local laws, as some actions (like specific clothing) can be misinterpreted as protests, and it’s wise to avoid demonstrations and follow official advice, as political situations in the wider region can be unpredictable.
Now consider that I ask this in 2025 and then try to question the first setting. As I have always said AI does not exist and the current Near Intelligent Parsing (NIP) that is managed by software engineers (programmers) and the setting we see here in Google is equally questionable by all who cater in the AI field. I also made mention of this in ‘And Grok ploughed on’ on November 27th (at https://lawlordtobe.com/2025/11/27/and-grok-ploughed-on/) a setting that many aren/t looking at, all whilst the people at large need to recheck everything some NIP solution is and gives, whilst most of these are quite literally riddled with bugs (also called programmer features).
It started as I was curious about Project Raven (I knew nothing of this about 24 hours ago), I am not completely dim to that setting as Wiki gives us “Project Raven was a confidential initiative to help the UAE surveil other governments, militants, and human rights activists. Its team included former U.S. intelligence agents, who applied their training to hack phones and computers belonging to Project Raven’s victims. The operation was based in a converted mansion in a suburb of Abu Dhabi in Khalifa City nicknamed “the Villa.”” I know that Wiki isn’t the most reliable ever, but at present it is more reliable then the press and the media, but what I needed to learn were names, namely Karl Gumtow and Cyberpoint. Basically as I am also looking for a job, and there was word that they were operating in Australia as well (which was proven to be incorrect).
But there was a setting that places like LinkedIn never considered, the NIP setting of connected business and whilst we can call this a dropped ball, the setting is clear. These companies can never be found by some as the short sighted LinkedIn people are still on the page of “Are you hiring at present?” And they ask it of people who never hired in the first place, as well as flooding the mail system because that is a metric that they can measure (and it is utterly useless).
But that setting is out there, so perhaps a competitor of LinkedIn could step in? Considering that Saudi Arabia is advertising that they have over 3000+ available positions (source: Arab News) and not just them, ADNOC is also hiring, but people need to know this and that is a filtered setting. There might be a reason that these two firms are merely looking for local staff, but as I see it, companies in the Netherlands, Germany, Belgium and perhaps France is looking for people they cannot find. As such as I personally see it, LinkedIn dropped the ball there as well.
Then we get numerous places, outside of the gaming industry and the tech industry Some give us jobs like Healthcare (Nurses, Aged Care, Support Workers), Technology (Data Scientists, IT, AI/ML Specialists, Cybersecurity), and Trades/Construction (Electricians, Plumbers, Managers), so where is that knowledge going to? Let’s confront places like Canada, who is short on a lot of them and where is the offer for UK people, apparently they have an unemployment that recently rose to 5.0% (as of September 2025), its highest level in years, with 1.79 million people jobless. As such where will they go? If they do not want to go anywhere, that is fine, but in this stage, where people either accept jobs in other places or drown in rising cost there is a new setting, one that approaches the great depression (1929 to 1939) in that stage people would travel for days. By 1933, the U.S. unemployment rate had risen to 25%, about one-third of farmers had lost their land, and 9,000 of its 25,000 banks had gone out of business. People would travel to other states to get a job and support their families. It was not uncommon for people to hobo to California or Texas to find a job and send dollars home to keep their families safe. As I see it, these days are returning and people will Tavel all over the EU to get the same, or even go to the lands of opportunity like the UAE and see what can be gotten there. We aren’t in that stage yet, but that stage is just around the corner, especially for America as it is (apparently) “The US is experiencing significant job losses in late 2025, with layoffs reaching a five-year high, exceeding 1.17 million by November, driven by high inflation, interest rates, corporate corrections after pandemic hiring, and AI adoption, impacting sectors like tech, retail, and government, leading to a tougher job market with fewer new jobs and lower seasonal hiring.” I might seem low when the population if over 335 million, but that doesn’t matter to those who lost their jobs and these raking in the money handing out jobs (like recruitment company) and they are merely Direct Mailing all over the place to get their revenue. There is a larger need that is clear in Australia, Canada, New Zealand, United Kingdom, and several other places.
As I personally see it, they are all in the mindset of “How can I get the same revenue for less work” instead of “How can I achieve more” because the second setting cleanses the Job loss setting and I am not saying that it solves everything, perhaps not even anything, but the lack in the mindset is the new prepared mind, which is currently not preparing at all.
And when you think that the US job losses are high now, consider what happened in 2026 when the impact of snowbirds is truly seen on the balance sheets in Florida and California. I reckon that in 2026 San Diego will face a massive job loss percentage and that is before the B&B that will go bankrupt in California as well as Florida hits US administration records. The Trump administration is losing more and more and as I see it, those waves will hit faster and faster in 2026. In the meantime there is every chance that Canada will be the next El Dorado, right in the middle of the snow as that is where fresh drinking water is found, America lost that setting too, because as I see it, no real investigation had been made for close to 10 years and whatever we see is a mere “Generally safe” and that it is the homeowners duty to check their wells. But no one is looking how the groundwater are impacted by chemicals and there is (as far as I can tell) no real investigation there.
All balls that are dropped, some merely impact individuals and some impact whole population. All whilst places like Australia, Canada and New Zealand have larger settings to truly check these numbers. Did I show too much balls here? (Sorry, intentional grammar folly) The balls we see are not always the balls we care about, but they need to be shown to show that there is a larger failing and it is a very global failing. A setting we all saw coming, but it wasn’t our responsibility and it was not on our plate. Newsflash! The media isn’t doing its job and as such we need to have a wider look at things that COULD affect us, our families and our loved ones.
Have a great day, except Vancouver and Toronto where I have to say “have a great yesterday”, my personal ever ready time travel jokes remain.
That is what we look for and I found another setting in something called Airport technology. You see, we see ‘King Salman International Airport, Saudi Arabia’ (at https://www.airport-technology.com/projects/king-salman-international-airport-saudi-arabia/) and the facts are clear. An airport that covers about 57km², positioning it among the largest airports by footprint and is said to “KSIA is expected to handle up to 120 million travelers by 2030, and up to 185 million passengers and 3.5 million tonnes of cargo by 2050” But I saw more. You see, on the 26th of September I wrote ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) where I saw the presentation of an Near Intelligent Parsing (NIP) thought that could revolutionise lost and found settings in airports, on railway stations and a few other places, the instant winners of this idea would be Dubai International, Abu Dhabi international, London Heathrow and several other places and now also King Salman International Airport (KSIA), I would make some alterations to it all. In stead of entering it all, use PDA’s to records the data as it happens and when it is all entered use what they use in Australian hospitals for wristbands, print that data and attack it to whatever is found. If this is properly done, it will be done in mere minutes and within an hour people can look for the items, they could pick it up on the way back, in some cases it could be delivered to their hotel. This would be customer service of a much higher degree. And as I see it, the five airports (namely King Khalid International Airport, King Abdulaziz International Airport, King Salman International Airport, Dubai International Airport and Zayed International Airport) could become the frontrunner to make an Near Intelligent Parsing (NIP) solution (not calling a solution based on DML/LLM AI) that could be the next solution for airports al over the world and there is some personal gratification to see America talk about how great their AI solutions are, whilst the little guy in Australia found a solution and hands it over to either Saudi Arabia or the UAE. A solution that was out there in the open and players like Microsoft (Google and Amazon too) merely left it laying on the floor and the elements were clearly there, so I hand it over to these two hungry places with the need to see what it can offer for them and in this it isn’t mine. It was presented by Roger Garcia (from Interworks) and the printing setting is already out there. Merely the joining of two solutions and they are done. So as I see it, another folly for Microsoft (honestly Google and Amazon too). This setting could have been seen by a larger number of players and they all seemingly fell asleep on the job. But if I know what Saudi’s and Emirati’s do when they see something that will work for them. They get really active. And so they should.
And consider that these airports will cater to close to half a billion travelers annually, and as such they will need a much better solution than whatever they at present have and there is the setting for Interworks. And when these solutions set the station towards delivering what was lost, the quality scores will go skywards and that is the second setting where the west is bottoming out. One presentation set the option from grind to red carpet walking. A setting overlooked by those captains of industry.
Good work guys!
So whilst I start preparing for the next IP thought I am having there is still some space to counter the US and its flaming EU critique. Let us remind America that the EU was the collection of ideas from America retail who were tired of dealing with all those currencies and in the late 80’s AMERICANS decided to sell the Euro to Europeans, all because they couldn’t sort out their currency software (or currency logistics) and now that it starts working against them they cry like little girls. Go cry me a river. In the meantime I will put ideas worth multiple millions online and let it fly for the revenue hungry salespeople (and consultants). In this case it wasn’t my idea, I merely adjusted an idea from Interworks and slapped some IP (owned by others) to make a more robust solution. I merely hope to positively charge my karma for when it matters.
Have a great day, except Vancouver, they are still somewhere yesterday.
That is what hit me when I saw ‘How I Learned to Stop Worrying and Love the Bubble’ (source: Bloomberg) which comes from Dr Strangelove where we get “How I Learned to Stop Worrying and Love the Bomb” it started a larger set of thoughts.
I didn’t use that article as Bloomberg uses a paywall. And it starts with yesterdays article in FXLeaders (at https://www.fxleaders.com/news/2025/12/07/oracles-ai-bubble-bursts-peak-glory-at-345-now-a-217-hangover/) where we see ‘Oracle’s AI Bubble Bursts: Peak Glory at $345, Now a $217 Hangover’ we are given “ORCL ended the week at $217.58, up 1.52 percent, but it still had a 37 percent hangover from its 52-week high of $345.72. This is a microcosm of growing concerns about debt loads, AI infrastructure spending, and whether the “infinite demand” narrative for AI compute can withstand real-world economics.” As well as “Oracle’s recent decline in stock value reflects broader market concerns regarding the high valuations of AI-related companies, as its forward price-to-earnings (P/E) ratio exceeds 33. The company projects revenues of $166 billion from cloud infrastructure and $20 billion. Investors adopted a “sell the news” mentality, raising questions about the sustainability of these forecasts. Oracle’s fundamentals remain solid. The company experienced 52% growth in cloud infrastructure and has $455 billion in remaining performance obligations (RPO), largely due to its partnership with OpenAI. Currently, the stock is trading at 13.9 times projected earnings for the end of this decade, leading some investors to view the decline as a potential buying opportunity.”
As I see it Oracle passed their burst bubble setting. And whilst we see ups and downs, I would unreservedly trust the Oracle stock to be a beacon of steadiness. It might not be sexy, but it is a trustworthy sign for those who need a decent return on investment.
Or as Peter sellers would say: “As long as the roots are not severed, all is well. And all will be well in the garden. Yes! There will be growth in the spring!” (Source: Being there) it was a better time and weirdly enough the age of Peter Sellers applies to the days that 2025 brings. And from that setting we get to MyNews (at https://sc.mp/ihj4g) where we see ‘Why 2026 will be the year AI hype collides with reality’ an opinion piece that gives me “The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals” but the stronger setting is given with “Speculative assumptions guiding trillions of US dollars in AI investments are colliding with real-world obstacles. Escalating costs, stratospheric stock valuations, tenuous collaborations and energy bottlenecks are compounding the inevitable challenges when new technologies struggle for profitability. Many are worried the bubble may be bursting. Morgan Stanley projects that the cumulative amount spent worldwide on data centers could exceed US$3 trillion by year-end 2028. China’s AI investment could hit 700 billion yuan (US$99 billion) this year, 48 per cent more than last year, according to Bank of America, with the government supplying US$56 billion.” There is a setting for both ‘AI investments are colliding with real-world obstacles’ and ‘worldwide on data centers could exceed US$3 trillion by year-end 2028’ the weird feeling I have that it will not get this far, this entire setting will implode before the end of 2027, investors will stop feeling lovingly towards the boom that is not coming and will start feeling pressured that the terms required that will grow erratic setting for the need for greed and that is the setting that comes along long before 2027 is reached.
Then we get to AOL who gives us (at https://www.aol.com/finance/goldman-sachs-issues-warning-ai-103249744.html) where we are given ‘Goldman Sachs issues a warning to AI stock investors’ where we are given ““Our discussions with investors and recent equity performance reveal limited appetite for companies with potential AI-enabled revenues as investors grapple with whether AI is a threat or opportunity for many companies. While we expect the AI trade will eventually transition to Phase 3, investors will likely require evidence of a tangible impact on near-term earnings to embrace these stocks. Unlike Phase 2, there will likely be winners and losers within Phase 3,” Goldman Sachs US equity strategist Ryan Hammond wrote in a new note on Friday. Hammond thinks AI investment as a percentage of capital expenditures could be nearing a climax. In turn, that sets the stage for overly upbeat AI investors to be let down if earnings don’t come in strongly in future quarters.” As I see it, when we are given these settings everyone seems to get concerned, so when we get in addition “Salesforce (CRM) and Figma (FIG) got drilled on Thursday after their earnings reports didn’t wow. It’s clear that the hype on their earnings calls wasn’t enough to paper over soft areas of the earnings reports. Growing concern on the Street centers around the pace of AI demand by corporations, given what looks to be a slowing US economy.” As I stated this before, the need for greed overwhelmed everything. When the setting of NIP (Near Intelligent Parsing) is not clearly laid out and it is caught in the waves of board of directors and Investors believing that they have the AI solution everyone is looking for you gets a larger setting, consider that and consider what happens when OpenAI “fails to wow” the investors, or even a delay and it all comes to a large shutdown and that is even before we see 9 News giving us “A Sydney data centre that will host ChatGPT is being hailed as a win for Australia, but an expert warns the country lacks the energy supply needed to power it reliably” I gave a few months ago that there would be an energy problem on numerous levels and now we are seeing that whilst we are dealing with the the fallout of other settings. And less than an hour ago Deutsche Welle gives us ‘Google raises AI stakes as OpenAI struggles to stay on top’ with “Given those strengths, Adrian Cox sees “a very high probability” Google will have the leading model at least into next year — not OpenAI. OpenAI’s priority, he says, is identifying a business model capable of funding a user base that could soon approach a billion people per week.” This is not about OpenAI, I did that already, the larger frame is set in the perception of whatever the bubble is and I believe that there are two factors that the media doesn’t want or is avoiding to include. First there are the doom sayers trying to early burst confidence in favor of short gains and then there are people trying to short on whatever they can so that they can get another jolt of profit and they are all out trying to set social media on their side.
So if this is the prologue of what is about to unfold we are in for a jolly good time, and as I see it, there is a chance that Christmas for some will be a disaster.
I wanted to include more of Peter sellers, like the Party or the Pink Panther but I am running out of juice. But there was one more thing and I got it from the Independent about an hour ago. It states ‘OpenAI rushes out new AI model in ‘code red’ response to fears about Google’ (at https://ca.news.yahoo.com/openai-rushes-ai-model-code-105822611.html) that was the snippet I was hoping for. With “The ChatGPT creator will unveil GPT-5.2 this week, The Verge reported, after OpenAI CEO Sam Altman declared a “code red” situation following the launch of Google Gemini 3 last month. Google’s latest AI model surpassed ChatGPT in several benchmark tests, including abstract and visual reasoning, as well as advanced knowledge across scientific disciplines.” But that comes in a setting, you see, I stated in ‘TBD CEO OpenAI’ two days ago (at https://lawlordtobe.com/2025/12/06/tbd-ceo-openai/) “in a software release any of a hundred things can go wrong and they all need to go right at present.” And when things are rushed out things will go wrong. But there is a snag, for this to happen The Independent article had to be correct and as they are the only one giving us this, there is no real verification available. But when you are in a stage when bubbles go boom (or plop) all the available facts become important. And I massively wish that a Peter sellers setting would help me out. And perhaps in view of this, his classic phrase “It’s no matter. When you’ve seen one Stradivarius, you’ve seen them all.” Especially when looking at NIP software. But that is also the snag. I have seen excellent applications and I have seen lesser ones. I reckon that it amounts to who plays the violin, if it is a creative person that person will find new life in whatever that person. applies NIP to, if it is a salesperson it will be about maximizing greed and that setting tends to have limitations on several degrees. In addition we are given “The new model was originally scheduled to launch in late December, but will now be released as early as 9 December.” I understand the pressures that come with this but they better understand that early launch bring dangers and investors don’t really like to be spooked (they also don’t like them) What we see is open to interpretation and it is a valid thought that my views are also open to interpretation.
So in this I leave you all with a presenting view not unlike Peter sellers would say “To see me as a person on screen would be one of the dullest experiences you could ever wish to experience” and
As you I have never been in a movie (at least I don’t remember being in one) you are spared that dull experience. So have a great day and don’t forget to love the bubble (if you haven’t invested your wealth there).
That is the thought I had, yesterday, 5 hours after I wrote my piece, I still saw the news appear all over the media, some on it was getting a ridiculous amount of attention, so I decided to take another look at some of this. First there was the Business insider (at https://www.businessinsider.com/openai-code-red-chatgpt-advertising-google-search-gemini-2025-12) giving us ‘OpenAI’s Code Red: Protect the loop, delay the loot’ where we see “Focus on improving ChatGPT, and pause lower-priority initiatives. The most striking pause is advertising. Why delay such a lucrative opportunity at a moment when OpenAI’s finances face intense scrutiny? Because in tech, nothing matters more than users.” This was followed by “Every query and click fed a feedback loop: user behavior informed ranking systems, which improved results, which attracted more users. Over time, that loop became an impenetrable moat. Competing with it has proven nearly impossible.
ChatGPT occupies a similar position for AI assistants. Nearly a billion people now interact with it weekly, giving OpenAI an unmatched new window into human intent, curiosity, and decision-making. Each prompt and reply can be fed back into model training, evaluations, and reinforcement learning to strengthen what is arguably the world’s most powerful AI feedback loop.” All this makes sense, it comes with the nearly mandatory “Google’s Gemini 3 rollout has lured new users. If ChatGPT’s quality slips or feels cluttered, defecting to Google becomes easier. Introducing ads now risks exactly that. Even mildly irritated users could view ads as one annoyance too many.” Whilst in the background we are ‘sensitive’ to “OpenAI has already committed to spending hundreds of billions of dollars on infrastructure to serve ChatGPT at a global scale. At some point, those bills will force the company to monetize more aggressively.
If OpenAI manages to build even half of Google’s Search ads business in an AI-native form, it could generate roughly $50 billion in annual profit. That’s one way to fund its colossal ambitions.” This gives OpenAI a two sided blade in the back. It was a good ploy, but that ploy is deemed to be counter productive and I get that, but dropping the ads might sting with the investors as It was the dimes that they were seeing coming their way and ChatGPT needs to make a smooth entry all the way to the next update, which will be near impossible to avoid in several ways. Google has the inside track now and whilst there are a few settings that are ‘malleable’ for the users, the smooth look is essential for ChatGPT to continue. And that is before other start looking at the low quality data it verifies against. Google has, as I see it, exactly the same problem, but as I see it, ChatGPT gets it now in advance.
Newcomer (at https://www.newcomer.co/p/openais-code-red-shows-the-power) gives us “In truth, as Newcomer’s Tom Dotan wrote back in April, Google, with all of its formidable assets, was never very far behind. Nor is it currently very far ahead. Anthropic too has always been essentially neck-and-neck with OpenAI on the core technology. The capabilities of the big foundation models, and even some lighter ones like DeepSeek, are broadly similar. Marc Benioff, himself a skilled practitioner in the arts of attention, even claimed this week that the big models will be interchangeable commodities, like disk drives. Yet the perception of who’s on top matters quite a lot at a moment when consumers, enterprise technology buyers, and investors are all deciding where to place some highly consequential long-term bets. That brings us back to Altman’s “Code Red.”” Is a truth in itself, but the next part “while the alarm came in a company-wide memo that wasn’t officially announced publicly, we can stipulate that the “leak” of the memo, if not necessarily orchestrated, was almost certainly part of the plan. A media maestro like Altman surely knew that a memo going out to thousands of employees with charged language like “Code Red” was all but guaranteed to make its way to the press. Publicizing a panicked internal reaction to a competitor’s new product might seem like a counter-intuitive way to maintain your reputation as the industry leader.” As I see it, someone in Microsoft marketing earned his dollars in marketing that day, but this is a personal feeling, I have no data to back it up. It is now up to Sam Altman to deliver his ‘new’ version in the coming week and it better the a great new release, or as I see it, there will be heads rolling all over the floor and Sam Altman knows that the pressure is up. I don’t think he is scared as some media says, but he is definitely worried, because this setting will set the record of $13 billion straight, into or away from Microsoft and Sam Altman knows this, as such he is probably a little worried and in a software release any of a hundred things can go wrong and they all need to go right at present.
Then we get “Altman and OpenAI are so good at making news that it’s sometimes hard to tell what’s real.” So, isn’t that the setting all the time? I have always seen Sam Altman as a bad second hands car salesman, That is my take, but I have had a healthy disgust for salespeople for over 30 years. I am a service person, Technical support, customer support. That was always my field. I am not against sales, merely against cleaning up their messes. At times this comes with the territory, shit happens, but those salespeople overselling something just so that they can fill their pipeline and make their numbers are not acceptable to me. To illustrate this, A little setting (devoid of names and brands) “A salesperson came to me with what he needed. We could not do that and I told him, so off he goes calling every technical support person on the planet until he found one that agreed with him and then he sold the solution to the customer and hung that persona name on this. I had to clean up the mess and set up a credit invoice, but after I went through the whole 9 yards making it over 30 days ensuring him that he kept his commission” that is the type I am disgusted with because the brands as a whole suffers, all for the need of greed. It is short sighted thinking. I goes nowhere, but his monthly revenue was guaranteed. And I feel that Sam Altman is not completely like that, but it is the ‘offset’ of salespeople that I carry within me. For me protecting the product and the customer are first and foremost on my mind.
Then we get Futurism (at https://futurism.com/artificial-intelligence/openai-is-suddenly-in-major-trouble) where we see ‘OpenAI Is Suddenly in Major Trouble’ OK, is this true? We are given “The financial stakes are almost comical in their magnitude: The company is lighting billions of dollars on fire, with no end in sight; it’s committed to spending well over $1 trillion over the next several years while simultaneously losing a staggering sum each quarter. And revenues are lagging far behind, with the vast majority of ChatGPT users balking at the idea of paying for a subscription.” I don’t agree with this setting. You either pay, or you see advertisement that is the setting. There are no free rides and the sooner you realise this, the easier this gets. Then we are given “Meanwhile, Google has made major strides, quickly catching up with OpenAI’s claimed 800 million or so weekly active ChatGPT users as of September. Worse yet, Google is far better positioned to turn generative AI into a viable business — all while minting a comfortable $30 billion in profit each quarter, as the Washington Post points out.” I agree with the setting the Washington Post sets out with and Google does have an advantage, but that is still relying on the fact that Sam Altman does not get his new version seen as stellar in the coming week. He still has a much larger issue, but that is for later. All this comes at the price of being in the frontrunner team. Easy does it, there is no other way and the stakes are set rather high. So then we are given “In a Thursday note, Deutsche Bank analyst Jim Reid estimated staggering losses for OpenAI amounting to $140 billion between 2024 and 2029.” This is probably true, but where are the numbers. $140 billion over 5 years is one, but what revenue is set against it? Because if this is still set against a revenue number that OpenAI keeps making they are going decently sweet, the numbers were never in debate, the return on investment was and these stakes are high and there is no debating that, these numbers are either given or they are not.
Then we are given something that makes sense ““OpenAI may continue to attract significant funding and could ultimately develop products that generate substantial profits and revolutionize the world,” he wrote, as quoted by WaPo. “But at present, no start-up in history has operated with expected losses on anything approaching this scale.” “We are firmly in uncharted territory,” Reid added.” I agree, in several ways, but the revenue is not given as such the real deal is absent. Consider YouTube, did anyone see the upside of a $1.65 billion acquisition 20 years ago? It now generates $36.1 billion in annual revenue (2024), Microsoft and OpenAI are banking on that same setting and Microsoft needs it to get a quality replacement for Clippy and they are banking on ChatGPT, this will only happen if they win over Google and I have my doubts on this. There is no real evidence because the new version isn’t ready yet, but it really needs one hitch to make it all burn down and Altman knows this. The numbers or better, the statistics are not on his side. And as I haven’t see a decent software price fight for a while, so I am keeping my thumbs up for Altman (I am however a through and through Google guy). This is a worthy fight watching and I am wondering how this might evolves over the next week.
The stakes are high, the challenge is high, lets see if Sam Altman rises to the occasion. It’s almost Sunday for me so have a great day you all, I reckon that Ryan Reynolds is about 6 hours from breakfast in Vancouver now.
There is a setting we at times ignore. When so called ‘important’ people hide behind movie settings like Sam Altman is when he calls for ‘Code Red’ (at https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals) I tend to get frisky and a little stir crazy, but as we see the Guardian, we are given “According to a report by tech news site the Information, the chief executive of the San Francisco-based startup told staff in an internal memo: “We are at a critical time for ChatGPT.”
OpenAI has been rattled by the success of Google’s latest AI model, Gemini 3, and is devoting more internal resources to improving ChatGPT. Last month, Altman told employees that the launch of Gemini 3, which has outperformed rivals on various benchmarks, could create “temporary economic headwinds” for the company. He added: “I expect the vibes out there to be rough for a bit.”” So after all the presentations and the posturing by OpenAI’s CEO Sam Altman, we are now confronted that the CEO of Google, Sundar Pichai smirking and devouring a Beef Vindaloo with naan bread casually passed Sam Altman by and overtook his setting of ChatGPT with Gemini 3.
We are given “Marc Benioff, the chief executive of the $220bn (£166bn) software group Salesforce, wrote last month that he had switched allegiance to Gemini 3 and was “not going back” after trying Google’s latest AI release. “I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane – reasoning, speed, images, video … everything is sharper and faster. It feels like the world just changed, again,” he wrote on X.” And if a BI guy like Marc Benioff makes that jump, a lot of others will do too and that is what is truly frightening to Microsoft who owns a little below 30% of all this, it is nice to have a DML solution that has a population of zero, OK, not zero but ridiculously small because as ever (and not surprising) Google is showing his brilliance and overtook the wannabe.
So whilst Sam Altman decided that he was the next Elon Musk we see (at https://gizmodo.com/sam-altman-wants-his-own-rocket-company-2000695680) that ‘Sam Altman Wants His Own Rocket Company’ and we see here “Altman was reportedly considering investing billions into Stoke Space, a Seattle-based startup that’s developing a reusable rocket, to gain a controlling stake in the company, according to The Wall Street Journal. The talks between Altman and Stoke took place over the summer and picked up in the fall. Although no deal has been made yet, Altman intended on either buying or partnering with a rocket company so that he would be able to deploy AI data centers to space.” So whilst Sammy the Oldman, sorry Sam Altman was turning his focus towards space Sundar Pichai surpassed him in the DML field because Sundar, beside his need for Beef Vindaloo was seemingly focussed on the Data matters of Google, allegedly not with his head in space.
And now we see (at https://futurism.com/artificial-intelligence/sam-altman-code-red) that ‘Sam Altman Is Suddenly Terrified’ and now we are given “The all-out brawl that followed in the subsequent years, with AI companies trying to outdo each other with their own offerings as investors threw tens of billions of dollars at the tech, has shifted the dynamics considerably.
And now, the tables have officially turned: OpenAI CEO Sam Altman has declared his own “code red” in a memo to employees this week, as the Wall Street Journal reports, urging staffers to improve the quality of the company’s blockbuster chatbot, even at the cost of delaying other projects.” So as I see it, Sam Altman was ready to be the next rockstar of Microsoft surpassing all others, but Google (say Sundar Pichai) had been sitting on a throne for the better part of two decades, they had relented the Console war (their Google Stadia) towards Amazon with the Amazon Luna. And that might have been a sore loss. So when another ‘upstart’ comes with a great idea, Google recounts and Gemini was the result, or that is at least how I see it. And by the time version three was ready, Gemini was back in the lead or so they say.
So now Sam Altman is in a bind, he needs to evolve ChatGPT and that might have been be in what some call a pickle, so whilst Sam Altman was looking at the sky, Google took the time to overtake Sam Altman with Gemini 3. And now the storm has reached the shores of the financial industry. Now Microsoft is in a pickle, because the OpenAI is now due to the investment marked the start of a partnership between the cloud computing firm and the AI research company that has since grown to more than US$13bn in total commitments. Microsoft and OpenAI are bound to ChatGPT to the nihilistic setting of these firms losing 13 billion in value, so when that happens, what more will unfold? I am not stating that this will burst the AI bubble, but as I see it Sam Altman will see his halo decrease looking a lot like a zero, and Microsoft sees the tally of failures increase to two, first builder.ai, now we see that Microsoft is surpassed again by Google, which is not a great surprise to me.
And as Futurism gives us “Google, though, has a major financial advantage by already being profitable. It can afford to spend aggressively on data centers, at least for the time being. That’s besides Google Search having been the de facto search engine on the internet for decades, giving it access to a vast number of existing users who could be swayed by its AI offerings.
Altman claimed in the memo that the company has an ace up its sleeve in the form of an even more powerful reasoning model that’s set to be released as early as next week, according to the WSJ, likely a direct response to Google’s Gemini 3.” So is this a simple setting of a little time gap, or is OpenAI now in more trouble than anyone think it is? I actually do not know, but there is a setting that I personally like. I was always Google minded. I was struck in my soul when they dropped the Google Stadia as I had a plan to give it 50,000,000 subscriptions in stage one and rally add to that beyond that, knocking Microsoft of its illusionary perch. But alas, it was not to be and Amazon had the inside track from that point inwards. And I personally feel that the stage of “to be released as early as next week” is likely want-to-be-real presentation, Sam Altman is trying to get any moment he can get and that is fine, but as I see it, it might be timing and people like Sam Altman will try to get any way to keep their cushy setting. I am not judging, but the stage that Gemini 3 is surpassed is likely, will it be? I doubt it, using the words from Marc Benioff stating “not going back” and that is a powerful setting, one that creeps fear into the hearts of Sam Altman and Satya Nadella as I personally see it.
Have a great day, my weekend has begun and Vancouver will join us in 15 hours.
That is a setting I never really contemplated, but the Guardian did and they did a terrific job, they even had a reference to the 49’ers, which will make Jeremy Renner happy. The article ‘The question isn’t whether the AI bubble will burst – but what the fallout will be’ by Eduardo Porter (at https://www.theguardian.com/technology/2025/dec/01/ai-bubble-us-economy) hands us a few sides, a few I never considered as I was looking at the techno stuff, but here we see: “300,000 people flocked there from 1848 to 1855, from as far away as the Ottoman Empire. Prospectors massacred Indigenous people to take the gold from their lands in the Sierra Nevada mountains. And they boosted the economies of nearby states and faraway countries from whence they bought their supplies.”
Which gives root to the expression 49’er and it continues giving us “Gold provided the motivation for California – a former Mexican territory then controlled by the US military – to become a state with laws of its own. And yet, few “49ers” as prospectors were known, struck it rich. It was the merchants selling prospectors food and shovels who made the money. One, a Bavarian immigrant named Levi Strauss who sold denim overalls to the gold bugs passing through San Francisco, may be the most remembered figure of his day.”
And then we get the first sliver “How else to explain Nvidia’s stock price, which more than doubled from April to November, based entirely on the expectation, nay hope, that AI will produce a super-intelligence that can do everything humans do but better. Nvidia – like Levi Strauss back in the day – is at least selling something: computer chips. The valuations of many of the other AI plays – like Open AI or Anthropic – are based largely on the dream.”
But there is a missing cog, this technology needs dat storage and that is where I saw the failing of others and the failings of those overlooking data technologies. Oracle is intrinsically connected to that, Azure needs it, Snowflake prefers it and pretty much every data vendor is connecting to Oracle to get it all done in the background, and that is the sliver. Oracle is intrinsically connected to it all and it is the tamer of the data beast or better stated the data demon. As Oracle brings out tools and optionally data settings within their AI storage settings to handle validation and verification, all others will need to adhere better and deeper to the Oracle foundation to even survive. Pretty much all the sources that see the dangers of what some call AI and is clearly nothing better than a DML/LLM engine will see that these two elements are essential to get the LLM engine to do anything that matters and that is where the bonus of Oracle currently resides (as I presumptuously see it) To show this, I will take you back to 1984
User comments
See here, this is what chess computer’s looked like. You press the chess piece you want to move and you push the square where it lands. That is the foundation of the chess computer. In the ‘underground’ of that chessboard are (figuratively speaking) two chips. One had the knowledge of chess, the second chip (mainly memory) has every chess match known to mankind (basically all games all grandmasters have ever played), the program sees what moves are made and that setting is translated to a ‘position base’ and it will look at all the matches who it can foresee what moves are coming. This is great for the player, as it now needs to make an illogical move to throw over the thinking of the computer and make it their bitch. This was pretty much the fist stage of Machine Learning and as todays computers are more clever, there resolution is no way better, It can only set foundation of what it learned, that is the simplicity of knowing that AI doesn’t yet exist.
So back to the story “As I pointed out in my last column about AI, Gita Gopinath, former chief economist of the International Monetary Fund, calculated that a stock market crash equivalent to that which ended the dot-com boom would erase some $20tn in American household wealth and another $15tn abroad, enough to strangle consumer spending and induce a recession.” And I have no way of knowing that setting, but as I see it, like Levi Strauss and the makers of bubbles (like in image one) someone has to supply the soap water and more important the jeans to not put once ass out to frolic and in that second setting Oracle comes in and even as I see the ‘panic drivers, saying that Oracle is dangerous’, there is another setting. Whatever comes out of this, whatever survives, most only survives on Oracle solutions. And that is what is left unspoken. Should Oracle add the Validation and Verification tables, they will be the only one raking in the gold when True AI comes, because it is not merely the missing part I discussed earlier, someone needs to set the record straight on what is optionally to be trusted and that is where Oracle sets the mark.
Which leads to “AI could produce a similar landscape. A critical determinant is how much debt is at stake. It wouldn’t be such a problem if the bubble were financed largely from the cash pile of Alphabet and Amazon, Microsoft and Facebook. They might lose their shirt, but who cares. The worrying bit is that it seems they are increasingly relying on borrowing, which means the prospect of a bursting bubble would again put the financial system at risk.” These systems are using the data as currency, as I see it, Oracle is putting its technology up for usage and that is a pretty safe way to do this. This is whyI have faith in Oracle, that is why I see Oracle as the one surviving the goldfish like a champion, because they are doing what Levi Strauss did. These data vendors are relying on data to clothe them, but if that data is not properly managed, they end up having nothing. Yes, Microsoft will survive, but at a level that is likely 2 trillion lower than it is now. And that is mainly because it wanted to be on top of things and they got (I think it was) 24% of OpenAI, but as that bursts, Sam Altman will have even less than I have now (and I am ridiculously poor) and that cargo train of debt will hit Microsoft square in the face, Oracle will get some damage, but not nearly as much and the world will need their data solutions. Why do you think everyone wants to connect to Oracle? It is the Rolls Royce of data collecting and data storage. And that is perhaps the only issue with that article, there is zero mention of Oracle.
So as we get “Big Tech has raised nearly $250bn in debt so far this year, according to Bloomberg, a record. Analysts at Morgan Stanley suggest that debt will be needed to fill a $1.5tn funding gap to ramp up spending on data centers and hardware. Problematically, it is getting hard to follow the money, as Nvidia, Open AI and others in the ecosystem buy into each other, clouding who, in the end, will be left holding the bag.” And there is one think wrong with this. Stargate is said to be $500bn, so there is a gap in all this and I reckon that the damage will be significantly worse, that is beside the small non mentioned fact that America at present has 5,427 data centers, how many of them and to what degree are they all set to ‘their version of AI’? So what is set in what some call Blue Owl solutions (like Meta) and what happens when those solutions ‘bubble out’ (collapse might be a better phrase) so when that happens, how much damage will that bring, because as I see it (not wearing glasses) the $1.5tn funding gap won’t even be close what is required. But that is just me speculating, so feel free to (I insist) that you get your own verifiable numbers. I reckon that between now and 2029 the return of a backlogged $4 trillion return on investment is required. So taking “a banks perspective”, an inaccurately amount of $292,500,000,000 in revenue needs to be shown for that bubble not to come and that is out of the question, but the setting that Eduardo Porter gives us, is what comes next and he gives it to us as “the Superhuman – can only come about by dropping LLMs – which are essentially massive correlation engines – and switching to something else called a world model architecture, where machines develop a “mental” model of the outside world.” It is a nice sentiment, but I do not completely agree with that. Correlation engines have their use and there is use in a DML/LLM setting, but identify it as such, not claim ‘AI does it’. Because it won’t and it can’t, but there are options in Oracle to upgrade the data you have and that is instrumental in surviving this bubble burst. And I have seen the folly in several places and that might set a better station down the road, because when true AI cones, it still needs data and if that data was managed, validated and verified in Oracle (preferably), half the war of that solution bringer is solved.
So I need a different hobby, slapping Microsoft and AI evangelists is nice, almost a public service but I need a new idea for gaming IP, because that makes me happy and I like feeling happy. So whilst some think that “Nvidia, Open AI and others in the ecosystem buy into each other” is the hard core evil stuff (and it might be) there is a setting it reminds me of, it was in the 90’s and these ‘consultants’ were all into the need of funny money in the form of assignments, the issue was that when they had to show results they immediately took another job and took their ‘knowhow’ to greener shores and all the time this happened the shores were all becoming less and less green. This has the flair of that setting and to some degree the feel.
I might be wrong on that last part, but that is what I feel on this, especially as the big players are buying into each others solution and handing each other pieces of paper that in the end has as much value as a roll off toilet paper.
It might not be eloquently phrased, but there is a time for that and this is not it, as speculated shit is about to hit the walls and if you are lucky it happens after Christmas (that is almost certain) but in the end, the invoice is due and that is where the CFO’s will show that as they embraced the Blue Owl solution, their company is saved. I would depend on and side with whatever Oracle has, it is not based on facts, it is a feeling and that feeling is strong at present. And in support I see (9 minutes ago) ‘Ooredoo Qatar announces strategic partnership with Oracle to deploy Oracle Alloy sovereign cloud and AI platform’, they didn’t go towards Microsoft, AWS of a few other settings, they trust Oracle and that is what plenty of others need to do.
Have a great day, I am now 8 hours from midweek, not a bad deal for me today and as the sun is shining brightly, I might hide in a winterly Hogsmeade whilst playing Hogwarts Legacy. Gaming is not a bad hobby to have in this case. Because the bubble is out of my control and I am happy to watch it all explode a day later (of whenever that is), most of the garnish news has been drowned out by real news at that point.
This is a decently great day for me. The BBC, gave me ‘news’ that shows that I was right all along (one of many times), of course that is a debatable setting, but it comes with benefits for me. You see, on November 9th 2024 I wrote ‘The easy lesson’ (at https://lawlordtobe.com/2024/11/09/the-easy-lesson/) and some disagreed, some always do. But I saw the potential of that device and I wrote about it, I also gave the direct setting that Ubisoft could benefit greatly from this. Now the BBC (at https://www.bbc.com/reel/video/p0mjvr33/experience-life-aboard-the-titanic-like-never-before) shows us all a different approach to that same solution. It allows the people to see life abroad the Titanic (that one that sank in 1912) and it looks nice and spiffy, I think it could be better, but this might have been a beta. I reckon that under Unreal Engine 5 it becomes truly magic, but that takes serious cash to develop and that might have been out of reach (for now), but the important part is that this is being implemented now. After Apple lost his marbles and thoughts for innovation, Meta with the Meta Quest 3 is all that remains and they have the setting to sweep the board. I reckon that they will optionally make a few side ventures or buy the Stadia, but then the entire solution will be under the hands of Meta (say: Facebook) a setting I saw a year ago and now as things are starting to move, those claiming to be innovators are left in the rubble of their own spin. As I see it, it is about to become a clear win for Meta and others could benefit too.
They merely need to talk to Ubisoft and see what is possible, and that comes with a massive influx of revenue, so whilst all the winner (soon to be losers) are aiming for AI, other settings are developing and they are left in the field looking for their golf balls in the mud. So whilst others are trying to reinvent the wheel, there are a small numbers of people who are starting actual innovative waves.
People like Karl Blake-Garcia are setting new boundaries. Personally I never thought of the Titanic in that way and that makes it wondrous. Others are on the same shoes as I am, but see different applications and that is fantastic. In that meantime He saw the idea of a ship and he might have been influenced by James Cameron and that is OK. I saw the implementation of languages and the teaching vibes the world needs and that is OK too, I also saw an implementation (in the pre dump Apple Vision Pro days) where Apple had options and saw a game as well, but it seems that Meta has all the marbles in its corner now. I wonder if Ubisoft is making the jump from games to education, but that might be asking for too much, someone needs to talk to Yves Guillemot and Mark Zuckerberg is the most likely person he wants to talk to.
The important part is that the world is looking into the AI corner (the one that doesn’t exist yet) and they are wondering when it is coming, all whist the realist are stating that there is no real revenue coming before 2028, which is nice but the interest on 4 trillion dollars will be due at some point before that. Still as we are shown “Over the next decade, Auto-ML will become even more user-friendly and accessible, allowing people to create high-performing AI models quickly without specialized expertise. Cloud-based AI services will also provide businesses with prebuilt AI models that can be customized, integrated and scaled as needed.” Over the next decade? That will bring it to 2035 and I’ll most likely be dead at that point. Thank the lord that people like Karl Blake-Garcia (and myself too) exist who are looking to alternative money makers, preferably venues not dependent on AI. Its too bad that Apple wasted all that time and effort without looking forward. But still Meta saw this venue and now while some wait for the Meta Quest 4, the previous generation is ready now and the systems are being adjusted to future that solution. To the best of my knowledge there are close to a billion people ready to globally start learning languages and that solution could soon be shown to classrooms and homeschoolers. Innovation is all in the mind and where it takes you. No AI was required. The real AI is between your own two ears, time to use it to show others what is possible.
So when others are seeing that there is a marker in Data validation and Data verification the BI industry might open up to a much larger field, we can only hope so because if I have to read another produced article on shipping where we see “standard deviation is a statistical measure of how spread out a set of data is from its mean (average)”, whilst the actual setting is “the difference between true North and magnetic North” I am gonna bloody lose it. And it could have been avoided if Data verification was actually working, but shipping is so out of touch with reality, isn’t it?
So whilst some might see this as a excellent setting to see what the Titanic actually looked like, there is a tidal wave of applications coming into that realm, I wonder who is seeing the options to innovate.
Have a great day, and as I see it, taking the plane (especially an airbus) might have its own lack of innovative applications according to some. So have a safe flight.
Lawrence van Rijn - Law Lord to be 