Category Archives: Science

September 9, 2019 · 11:59

An Intellectual Property example, Part 2

Yesterday I gave you part of the introduction in story form, yet an RPG is far too large for story form (outside of the main quest), and when you consider that the Elder Scrolls V: Skyrim Special Edition: Prima Collector’s Guide Hardcover is well over 1100 pages, you see the impact. I wanted to double that (at the very least) not merely through missions, but by adding additional forms of gameplay.

Premise

As the game’s introduction ends, we get the call to go home, or to just wander. The nice part of an RPG is that it is up to the player. No matter which call you make, there is now an added incentive to sleep. It was not there in Skyrim to the degree Oblivion had it and I called that back. In addition, too long without sleep gives the fatigue icon, yellow means 10% orange 15% and red 20% loss on power delay to regain magic, longer to hit with strength, diminished strength, speed, become slower and so forth. Fatigue is diminished 25% per hour of sleep, allowing for small naps until you get home, and when sleeping for over 8 hours fatigue goes to -10% (instead of 0%), in addition to that, when fatigue is red fast travel deactivates (just like when you are emcumbered).

Part 1

Part one towards the main quest happens when you sleep. In the dark, the black the void, your dreamless sleep is the introduction by Sithis himself. The Daedric lords are all gone, the oblivion plane is no longer connected which is due to the followers of Stendarr. Stendarr and its hatred of Daedra and all magic were able to almost completely sever the link with Oblivion, but Sithis is not of Oblivion, Sithis is of the void and there the choices start. He still sees in Valenwood where magic has links, but the rest is dark.

Your kills made him aware of you and now he reaches out. It is your choice to let the new world be, or to restore the old connections, but to do that you must recreate all the shrines to all the Daedric princes, balance can only be maintained when they are all there and one had been missing for too long [spoiler]. To regain the first shrine a new night mother needs to be sanctified, a new dark brotherhood chapter must be opened and the power of Stendarr must be diminished.

A this junction you can ignore that quest, you will not be contacted again, it was the last offer by Sithis. You will learn more, but it is up to you.

Lay of the land

Restoration is a lot larger than ever before. To make this work I needed to look on a larger scale. The Oblivion map was close to 6 by 6 miles giving us 36 square miles. To make this work we need to change Cyrodiil. Basically I changed the parameters to be 300%, making the map 18 by 18 miles, giving us 324 sqm. This is important as the map of Skyrim needs to become twice the size. The cities change partially accordingly, the imperial city due to placement becomes 900% larger, Skingrad 400% larger, Cheydenhal, Leyawiin and Anvil 200% larger, Bravil remains a village, a mere 50% larger. The lay of the land is important for the story as the quests will besides Valenwood and Elsweijr include the previous lands. There are larger changes and smaller changes.

In darkness we prevail

The Dark Brotherhood has a lot of quests, the story is that the brotherhood was no more when the night mother was destroyed, Sithis will give signs to find the knowledge to create a new one. Yet before that can be done, you need to find people. The first quest is the ring of souls, a person can only wear two rings and a necklace, which is important as magic is directly linked to imbued magical objects in the game and the danger of having no magic at all, is a disadvantage (or a challenge) on a few levels. People are more susceptible to magic (until more oblivion links return), and you are more protected against magic, yet you can still be killed. The ring of souls resides with Olava the Feeble in Whiterun (your first trip to Skyrim), the ring needs to be retrieved from her grave in Falkreath. It will also give rise to visit the old brotherhood sanctum where a dark brotherhood outfit awaits (her grave gives the information). With the ring of souls we can see the darkness of a person and only the true dark will help us find those people. In this case the people are randomly distributed (8 in total), because of population the best option is the imperial city to find at least one, but that is the new stage, I want to prevent people of merely making a run to completion, not everything is set in stone making the fun to replay the game again interesting. It also opens up more venues to track down.

When a person is contacted and found, the ring will trigger the conversation that person has seen it in his dreams and we see the first connection. The dark brotherhood needs a new home and none of the places will be available, the sanctum in Falkreath collapses when you leave and the others are no longer there. Your new disciple had always been a mason in the past, and can turn a house into the entrance to a sanctum, providing the right house is owned.

[Venture part] The venture part is there to do other things (essential to progress in a few ways).

Once we have enough serfs, enough cash and a place the serfs will start creating the sanctum with the mason.

The sanctum once, properly sanctified in blood (I had to go there) will open the new chapter, recreating a night mother Ocheeva (from Oblivion) will become the new Night Mother to serve Sithis again. The body needs to be found (a Blackwood mission) and that is merely the beginning.

Locations

The game is set in many locations and the stage is that if you choose the Daedric restoration path, you will learn that the guilds need to return to keep balance, there is also another part. Cyrodiil can have two guilds, the other places only one, and the mages guild will ALWAYS be in the Imperial city, the other guilds however are open to choice, One in Skyrim, One in Valenwood, one in Elsweijr and another one in Cyrodiil. The fact that you decide where also influences the games economy system. So we have the Mages, the Thieves Guild, the Dark Brotherhood, the Fighters Guild and the Guild of Necromancy (destroyed by Arch Mage Traven before Oblivion) [has spoiler links].

Each area has at least three options and more important, the stage of creating a den also has options (see later in this story). I set that stage so that people could find joy in playing this game again and again. As the games progress you will also learn that you have choices towards where a Daedric shrine is placed, there are however exceptions, the shrine of Azure is ALWAYS in Skyrim (it was a lovely statue), the shrine to Nocturnal is always underground and in the same area as the Thieves guild. Some shrines must be above ground, some underground and some are uip to the player. The stage is that 17 shrines need to be created/completed: Azura, Boethiah, Clavicus Vile, Hermaeus Mora, Hircine, Malacath, Mehrunes Dagon, Mephala, Meridia, Molag Bal, Namira, Nocturnal, Peryite, Sanguine, Sheogorath/Jyggalag, Vaermina and Mannimarco.

Mannimarco was not a Daedric Prince, but he gets ascended to the Oblivion plane in the Necromancer quest, the former actual prince was destroyed by Traven, and the Colossal Black Soul Gem contains both souls, but can only function with one. Another choice whether you want to clean Mannimarco and destroy the Necromancers, or clean Traven and create the Guild of Necromancy. The stage is also tiled in another direction. There are connections that do not work, for example you cannot be in the Mages guild and the Guild of Necromancy, or the Thieves guild. A dark Brotherhood member will not be accepted by the Thieves guild or the Mages guild, the fighters guild will not allow thieves either. It created the stage where you at best can be in three guilds at one time; it also sets a stage where some guilds are created much later, so the opponents you face will be stronger (optionally much stronger). At the end you are removed as a member and like Oleeva you become a revered elder or a similar title in any of the guilds you complete with an added bonus and in some cases a new place to live.

Home is where you can afford a mason

As you progress you can again buy places, but there is also a small hitch [unrevealed spoiler], so be careful of the choices you make, some houses can connect to a guild, some guilds are on their own and some places can be vacated. More importantly depending on the mason you have (there are 8-12) and the upgrade books you find you will be able to add look to a place you upgrade. And this is where the large red quest starts, it is like a red line through the game and even as you are only involved at the very beginning, you will be introduced to the term serfs. Serfs or slaves are a bounty in this game, as you complete quests you are optionally rewarded a servant. A servant is also a financial responsibility, so you can only get it when you have a bank mark, some can be made house servants, most are workers, some can become an assistant mason (roll of the dice) and masons in your service can become Grand Maesters. That requires upgrade books. The large quest is the creation of New Kvatch and you need to lay the foundation for the gate with your bare hands (and pick and shovel). The creation of that place will take up to 600 days and cannot be started until you have 10 work serfs. The mission is offered through the commerce chapter, or if you walk to where Kvatch was, there is a notice that preambles the quest.

Upgrade books are like skill books, but the text is in another colour and has images. There are several, one is always with the Kvatch gate (Iron portcullis and stone wall), there are the gates, Iron and Steel portcullis, Iron gates, reinforced wood gates, Steel gates, Dwemer gates, Elven gates Moonstone/Silver, Silver/steel portcullis, Malachite Silver gate and the Ultra Rare Aylied gate. They are required to complete works and get a much nicer and more imposing city, two books are required to create a Grand Maester and becomes unavailable for the rest of the game unless you find another mason to head your workforce (or train one that has a minimum skill level).

The books are dispersed in places, whilst the easier ones could end up in a book store, the higher ones are in heavy boss chests, or in undefined locations with a 1% chance. The impact is that as you get a different gate, New Kvatch will also look different, more importantly its economic value will increase by a lot, when the gate is completed there can be no change, so the choice is almost final, you can change your mind if the gate has not been completed, however change also means a restart of the gate and all used resources are lost.

As the economic stage of time played and money earned impacts you get a more stretched value of the game and there will be rewards too, in New Kvatch you always get a house and a statue, there are optionally additional rewards [unrevealed spoilers].

The Powers that be (in you)

There was a liking in Skyrim, but also a linear flaw and I tried to address this. Your power needs to be retained in new ways and additional ways (like in Oblivion), Strength is in Melee, in travelling (not fast travel) and mining. Mining is a new skill, as we need a lot of resources and this you get to do in your own time (literally so), to get stone you need to bash proper rock 20 times, when you increase a skill it will be 19 and so on. whenever you level up, you have the option to put a point into Mining, Mining will go from 20-19, yet you also get a Strength point, you can gain in total 20 points this way, which also translates to 200 health as well, whilst normally you merely gain 5 health. In addition, a serf needs twice the time of your skill, so as you upgrade they all upgrade as well.

Physical

Block, Heavy Armor, One-handed, Mining, Smithing, Two-handed improve Strength, only 20 points and only if at least four skills have one skill increase, except Mining and Smithing, which always results in a strength point of two skill levels were gained, endurance will auto level by one if Block or Smithing increased by +2 in total (one each suffices) and no more than one point.

Magical

The beginning has a lack of Magic and optionally the gamer is almost without magic. Yet here too we see: Alteration, Conjuration, Destruction, Enchanting, Illusion, and Restoration. Magica always increases as Destruction or Conjuration increases, or 4 others do. Magica is linked to Intelligence; however illusion and alteration will increase willpower +2 in will be required to get +1 willpower (automatic)

Stealth

Stealth gives us Archery, Alchemy, Light Armour, Lock picking, Pickpocket, Sneak, Speech. Here we increase both Stamina and Agility Light armour and Archery leads to Stamina, auto upgrades are Agility and Speed (Archery, lock picking, pickpocket and Sneak +5). Here too is a little snag, Agility and Speed, Archery is for both, lock picking and sneak only add to Agility and pickpocket is only towards Speed. You must have +4 in either one to get one, and +6 in both to get one additional point in both.

Generic

Stamina auto upgrades through walking, swimming, Archery and Light armour, it is harder to increase Stamina, yet the influence is stronger at is adds a truckload of options to Endurance

Speech is the only one that influences personality and is linked to successful conversations, in addition if at least three auto upgrades are a fact (from either: Endurance, Willpower, Agility, and Speed) luck goes up by one as well, still with a limit of +30 in total over the game.

This means that he gameplay results in a much more fluid person. You can try to manage the perfect person, but as levelling up becomes harder, the auto levelling also becomes more challenging.

This change was essential as I saw that over time the Skyrim increases became slightly less rewarding. This keeps the chase towards excelling skills much more intact.

I made no changes to the skills as such, merely added Mining with the added option that when your mining skills are above level 10, you can teach (for a price) the skills to your staff members (read: servants) and as such more resources are gained, and the rule from half speed is overcome to some degree. So as your skill is plus 10, serves will be at plus 5 and in addition any additional skill you bought them, additional new serfs down the game will still start at level 0, however whenever you add a skill, they add 2 per level until they are at par with all the other serfs.

New locations

To facilitate to the new set, another location is needed, there are Stone and ore quarries. The mining for gold, silver, moonstone malachite and so on still exists, but they are more rare to find and every location will yield a lot more (up to 2500 per location). Buying a quarry will be very expensive, findin one and not acquiring it (with guards) imply that it will be taken over and the bosses there tend to have a much higher threat and skill level.

Main Quest

There is little on the main quest, I do not want to hand out too much information. Yet the beginning is a given, there is only magic remaining in Valenwood, and the system also differs from the beginning, magic people are distrusted (speech -40, with 10 as minimum value) anywhere but in Valenwood and non-magical characters get -40 speech in Valenwood, again with 10 as a minimum value. The correction is that you need to resolve the mistrust and solve the actual main puzzle and as you progress in the game, each mission will remove one distrust point per complete quest. The mistrust also mean that guards and others watch you more closely (sneak skills gets reduced) and any wrongful action is punished more strongly, discounts fall away and so on. As certain situations are resolved, you will be regarded better and travel becomes easier, also there is a chance to increase in one way and decrease in another. Serving Stendarr will get you less trusted in Valenwood and additionally trusted everywhere else. There is a need to find balance which also influences gameplay, going all out being good or bad has benefits, but also gets punished in other places.

All this was devised in mere hours, it took 500% more time to type it all out and create tables and so on. I wanted to give a much larger option to halls (artisan halls) so that not going into the Daedric restoration would still have a much larger impact on gaming and give you a real truckload of challenges. That choice would not affect the New Kvatch or a range of other choices. The fact that the larger story is designed to be independent of other choices grants a player with much more exploration. Even though all the locations (cities) are there, the game was designed not to have EVERY location in place. For example there would only be 10 of each Ayleid Ruin (Cyrodiil and Valenwood only), Cave, Fort, Mine and so on and via the Season pass there would be a truckload more in Skyrim and Oblivion, it also would enable to get more created matter to be acquired (or offered). I also considered that Battlehorn Castle comes back with the added option that every guild completion also adds a bonus to that place as well as the option to overhaul the castle in other ways. So as you find enough better rated bows, the defending archers would be more powerful, swords and shields for guards and so on. As you gain more in one way, you also lose in other ways; less money means more hunting for goods to afford the workers. A system that includes more checks and balances makes the entire RPG game more rewarding as well as more challenging.

The Intellectual Property example

The example is not merely about how I devised IP; the power of real IP is a stage where you are able to give the reigns of your mind to your imagination. All the BS you read on discipline and excel based bullet points sound nice when you work for someone else, but your IP comes from the stage where they never had a clue to let creativity reign. When I gave my bosses in the late 90’s the idea of a website server where people can get their space and talk to one another with us in the middle was laughed away as it had no business function and it was not part of the mission statement. Interesting how Facebook did exactly THAT 4 years later (and more). Your imagination can get you the rewards you wished for as long as you are willing to let that part of you take control of you when you can guide it (usually out of office hours). It is that part that too many people lost, or never gained and that stops innovation a lot more than you realise. It is not a coincidence that I came up with close to a dozen markers on new IP, I merely learned not to trust those around me to give me a fair deal, most often by those with a ‘what if’ setting. Those people are merely selling what they have or acquiring at zero cost (a lesson I learned too late twice over).

 

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September 6, 2019 · 12:09

Focal points

I am in a slightly darker stage, I got there myself and I will get myself from it as well. The first issue is the United Nations,

The Yemeni Jam

I never considered that I would one day be ashamed of the existence of the United Nations. The article (at https://www.theguardian.com/world/2019/sep/05/australia-may-be-complicit-in-war-crimes-if-it-supports-saudi-led-coalition-in-yemen-un) gives us: “a Saudi-led coalition that has starved civilians, bombed hospitals and blocked humanitarian aid as tactics of war, may be complicit in war crimes“, I will not go any deeper into it, as I reported on this in my article: ‘Unemployed or UN employed?‘, (at https://lawlordtobe.com/2019/09/04/unemployed-or-un-employed/), so doing that again is just doubling up (there is more in the article as well). The media has not released that report yet and I will dig into that one deep the moment I can. Part of this problem was given to the people by the Human Rights Watch in an article giving us: “The May 2019 report of an independent investigation by a Guatemalan diplomat, Gert Rosenthal, raised serious concerns about the UN’s handling of the human rights crisis in Myanmar. The secretary-general should promptly carry out reforms to prevent what the report called the recurrence of the “systematic” failures and “obvious dysfunctional performance” and to ensure individual accountability for those failures“, the problem is larger, even as the articles are all about showing just how exposed the allies of Saudi Arabia are, the word ‘Iran’ is only seen twice in the entire article. There are a multitude of acts that Iran is involved in and they do not reach the media to the largest extent, the unmentioned actions by Hezbollah in Yemen are cause for further worry in all this. Even as we get ‘The UN leadership has taken an important step to learn from its failures in Myanmar‘, we see only a part; the failure of the UN is seen all over the Middle East. Yemen, Syria, Jordan are only three of the places where UN actions fall short, or better stated they fall far too short.

Let’s also see the larger issue, the UN needs more resources and it needs the ability to act, both are presently in short supply. It is important to see that the entire matter is larger than presented, there are more issues. This does not absolve the connected parties, but the accusations become one-sided. There was enough doubt on some of the accusations against Saudi Arabia, but not all accusations are without merit, they need to be looked into, yet in that same setting there is an abundance of issues on the opposing sides to the Saudi coalition, less than 10 hours ago houthi forces fired a ballistic missile into Saudi Arabia, it never got that far and crashed in the al-Safraa region, as well as in Saada (both Yemeni), yet that is a part that does not make the news, in addition, the established fact that houthi forces have no options to create the ballistic missiles imply that Iran is still delivering them and a lot of that had not been mentioned by the media, and as such I want to get my fingers on that UN Report (especially after seeing that essay from Agnès Callamard).

The Conveyance of GGGGG

We see that the US s still playing its trade war game and it found a new tool. That tool is named Poland. Now, let’s be fair, any nation can use whomever or whatever they desire, need or demand to get their business done and there is nothing out there that Huawei is the only player, because they are not.

So why did I call them a tool?

That part is seen in a news article that gives us: “It was signed by U.S. Vice President Mike Pence, who’s visiting Warsaw for a ceremony commemorating the 80th anniversary of World War II, and Poland’s Prime Minister Mateusz Morawiecki. “We believe that all countries must ensure that only trusted and reliable suppliers participate in our networks to protect them from unauthorized access or interference,” according to the declaration, which doesn’t single out China or any companies“, you do not send the Vice President to Poland to implement a 5G solution, you do not send that man to introduce new technology; this was done. The article is all about implied and accusation towards Huawei on “prevent the Chinese Communist Party from using subsidiaries like Huawei to gather intelligence“, which still has not been proven after a few years and the one issue from 2011 was settled and adjusted for. In addition to all this, Mike Pence comes across as an absolute hypocrite when we see “using subsidiaries like Huawei to gather intelligence“, whilst places like Facebook have been spreading data like a prostitute with an STD to anyone willing to listen and store data (Cambridge Analytics anyone?)

The issue becomes even more hilarious when we consider the source FierceWireless. There we get ““Polish counterintelligence have detected certain actions, which might have been an espionage nature”“, a quote given by Poland’s president Andrej Duda, Apart from Polish counterintelligence being too stupid, I meant untrained to shut down the FSB/entrepreneur silver acquirers in Gdynia being one example and those individuals have been active since before 2002. I am basically stating the speculative situation where Polish intelligence could not find a clue unless it was spoon-fed and is it my speculative view that Mike Pence fed the Polish president some CIA reports of a highly dubious nature. so whilst we see the operative ‘which might have been‘, there is a 87.332% likelihood (roughly) that Polish Intelligence can too often not differentiate between FSB, Chinese MSS, Polish Students and Russian Entrepreneurs (Russian Mafia is such an overused term). I have to admit that I have not bothered to look into Polish abilities after 2003, yet in those days SIGINT in Warsaw really did not add up to anywhere near the needed level they needed to be.

The problem for the US is not that they have 5G equipment; the issue is that it is too inferior at present. It is the price of iterative technology versus innovative technology (a fact I highlighted on numerous occasions) and Huawei has been the innovator for several years now. In this setting we see the accusations of US being nothing but a bully going up against a tech giant that has at present shipped over 200,000 base stations and the delay that some governments are creating (because they know not what they do) will hinder them as per 2021 a lot more than they realise. There is now an additional shift happening. There are early indicators that the Huawei offices in Saudi Arabia have been part of a larger group that are making progress on getting Pakistan on 5G using Huawei, even as the sources are unconfirmed (read: not super reliable), the stage that India now has it that the 3 year delay because of the Huawei issues would give them additional set-backs as well. Not to mention that certain new 5G IP that is openly for sale will also foster additional speed for Huawei in other ways. Huawei now has the created stage to directly instigate advancements to a global community of over 400 million small businesses whilst these players all get to have a larger stage on their own creation of awareness, visibility and marketing. That power directly to the business will leapfrog business in places like India faster and faster (the largest beneficiary when they get it), when that door opens places like IBM and Google will see a loss of revenue growth and a dip in their data soon thereafter, with the Princeton Digital Group (PDG) now in the stage of building their data centres in China and Singapore, more options will open up outside of the US, more important the connections that the joint venture has created with 21Vianet will change a lot more heads in the coming year. I doubt that the centre will be ready before the end of 2020, but there are larger clusters now being made ready outside of the US and Huawei will benefit a lot more than anyone else at present. In addition to that the Colocation Saudi Arabia Data Centres (19) as well as the Google Data Centre (upcoming) changes the cloud even further, with the US losing the monopoly it once had we see a shift and the consideration that data becomes a currency. That seems outlandish, but it is not, it is merely the next step and 5G is essential to that part of the racetrack, a racetrack that the US tried to grease, making it a slippery place to be and the consumer market is waking up to that danger. These elements are visible out there via a whole range of openly visible sources and published agreements.

In the end the conveyance of 5G is starting to get an additional pool of players that are openly out there growing business ventures and those ventures are not in the US. That what the US feared the most is now slowly becoming reality.

The larger concern is not merely these focal points, it is how they take resources away from places where focus needs to be, the actual and proven transgressions by Iran, even as it is removing more and more limits on their nuclear programme, we see Forbes giving us the part that matters to the US, or better to US corporations. the headline ‘War With Iran Would Be Disastrous And Enormously Costly‘ is true on both sides and even as Secretary of State Mike Pompeo and  National Security Advisor John Bolton are all for military actions (to some degree), we need to see two parts. The first is that corporations want a peaceful settlement and the media is not mentioning large issues with Iran on several levels, the second is that with a debt of well over $22 trillion ($22,500,000,000,000,000) there is no money for a costly war. The US is playing the paper tiger and the slowdown that they are creating in the US-China trade war is having a much larger issue, so the US is depending on tools to do the work for them and even as Poland is on their side, Greece is ready to embrace Huawei with 5G because of the economic momentum they gain. These are merely two of a much larger pool of issues, basically the US needs to fight a war on two fronts (China and Iran) whilst they are out of money, options and technology, a setting that seemingly implies a war but without soldiers and without weapons. It is funny, but this reminds me of a Star Trek episode from 1967 called A Taste of Armageddon.

There the two players have decided on a virtual war to keep their cultural heritage safe. The problem is that both need to agree on the rules, so we see in the translated reality a UN SC versus UNIFIL setting. The United States Security Council intervenes when two parties agree (MFO), the United Nations intervene when two parties disagree (UNIFIL). I personally was in the first force in 1982 (Sinai). In this game we see the US trying to play a virtual game, whilst the evidence is not there, so they rely on tools. In addition this virtual game is not played because China and Iran both disagree on matters and the US cannot afford to send troops and wage a super expensive war.

All elements come to blow in the two given focal points, so until the other players are willing to deal with Iran, there will be no action leaving the pressure on Saudi Arabia, the UAE with Yemen in the middle. Until the US gives actual and factual evidence the 5G stage is moving towards China (Huawei) more and more and all those who support the US will see a slowdown on their future economies and it making more governments reconsidering the Huawei solution. It is optionally seen as a war on two fronts (US vs Iran and China) as well as two dimensions (economy and technology) whilst at present it is almost a given that the US will lose both of them.

The second part was given by the South China Morning Post in July when they reported ‘Nearly 60 per cent of Huawei’s 50 5G contracts are from Europe‘, 28 out of 50 chose Huawei. All in all there is a tactical problem in the US and it is getting worse, the moment that they act against Iran too late is the day that whomever is in the Oval office will have to publicly admit that they would decide to signing an economic trade agreement with Iran. I wonder how Israel and Saudi Arabia will react that day, because it will redefine a lot of global lines that day.

 

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September 1, 2019 · 13:55

Change is coming

Well, actually change is always coming, some in the form we know, some innovative new and sometimes change is of a very different variety. We already knew that the Americans weren’t too bright when it comes to trade wars, and the one that is getting fuelled here is definitely a wrong one. Yet it is not about that trade war and it is not in the billions of impact that the war will have on consumers. There is a second war brewing. One that Europe and America were not ready for, one they did not prepare for. It is a new armistice race, they were not prepared because it is not the high technology they usually deal with, it came from the lower regions. Yet let that not underestimate the stage. Two players in that stage are Fabrique Nationale Herstal, established in 1889. Less than a 60 years later They would produce the FN FAL, a rifle used in over 90 countries, in that same year the final push was made for the FN MAG, use in over 80 countries. These weapons are even today lethal and can go up against the most modern side arms. One factory created two behemoth successes, merely two of dozens of weapons that are regarded as a top quality arms. Yet, it is not about FN Herstal. It is neither about the long term number one Heckler and Koch was founded after WW2 and soon became a success story in several fields surpassing FN Herstal, yet these two are not facing a new competitor. Both FN and HK face a rather troublesome future. You see, they are stopped by all these political Human rights laws and whilst we get the need for Human Rights, the people in there seem to have a view so altruistic that it also kills commerce.

Number three is delighted, SAMI, or in its full name the Saudi Arabian Military Industries, is about to equal and surpass in less than half the time that the previous two required to get established. All the data on patents, technology and deals with Boeing, Lockheed Martin, Raytheon and General Dynamics, as well as partnerships with Thales and CMI Defence opens new doors, doors the other two were barred from. SAMI is now in a position to surpass both and become bigger then the two earlier mentioned combined. In 2017 SAMI got Andreas Schwer (former boss of Rheinmetall AG) and the man has not been sitting still. At the same steps we see Neom growing, we see the mandate of SAMI to create 40,000 jobs by 2030 and it seems that SAMI is ahead of that curve too. With all the issues playing in Asia, Africa and Latin America SAMI has created the stage where they can outbid and surpass all expectations from the buying companies. It goes beyond the assembly of 150 Lockheed Martin Blackhawk helicopters. With the partnership with Navantia less than a year ago, we see the additional growth sectors in Latin America pop up, yes, it is all new, it is all change, but not the change you would hope for. We might see shunning of arms in America, but it remains a large export business, one that is now getting pushed to the side by the Saudi Arabian Military Industry, and it is not stopping. As the links with Navantia matures, we see the option to cater to the needs of coast guards on several national levels and these are not the small players. Some might have noticed the small mention of ‘Offshore Patrol Vessels Market 2024: New Business Opportunities for Manufactures to Upsurge in Coming Years‘, yet Navantia and therefor SAMI are in the thick of that part of the equation, growing faster than anyone took notice of. We might look towards the Dutch Damen, Australian Austal and Turkish Dearsan, yet they all have the same flaw ‘each player can deliver few numbers of OPV‘, Neom city changes that premise as it has a massive chunk of red sea at their disposal, basically SAMI has the option of building space well over 5 times the combined spaces that Damen, Spanish Navantia and Dearsan combined have. It changes the equation a fair bit. It sets a different market premise; it took slow growth of 130 years for FN Herstal to get where they are now. It takes SAMI 12-15 years to get that same stage, more important it seems that tall the contracts and memorandums out there gives SAMI a much larger option to grow and more important a lot more industry to bring home through export, another promise made by Crown Prince Mohammad Bin Salman Al Saud delivered in advance of the date he wanted it to be. CEO’s and goal driven executives all set in a stage to exceed expectations. It might be fuelled by oil, but more important it is fuelled to success whilst the EU is making more and more issues on exporting all kinds of goods and the US – China trade wars are not helping. In addition the news quotes like “Europe must develop a much stronger common approach to the new 5G technology to make itself less vulnerable to security risks“, which sounds nice, but I already saw two elements they overlooked and my IP pushed a solution, a solution they are not ready for and seemingly Google is less and less ready for making Huawei the only remaining player and Saudi Arabia has a lovely deal in place. You see, that premise of 5G with ‘to make itself less vulnerable to security risks‘ requires 5G to be firmly in place and whilst we see delay after delay Saudi Arabia keeps pushing communication and other solutions forward implying that they are setting a much larger stage creating new technologies for other regions and in that the other players forgot one interesting side effect. Any stage of armistice and war requires communications to be upgraded and Saudi Arabia can deliver that too. It is there where we see a larger change and a larger group of options for Saudi Arabia. Walid Abukhaled, CEO of global defense and aerospace corporation Northrop Grumman has created a stage that is approaching a global one all from the comfort of Riyadh, Saudi Arabia and whilst the rest is bickering over scraps of food form the European table we see an entire industry growing silently day by day to almost exponential proportions. An interesting part that can be verified on several levels and the news and the European media remain oblivious to that part.

The Arab News states that he ‘aims to export weapons‘, I believe that SAMI has progressed a lot further, as I see it they are almost ready to implement defense solutions on a global scale, and this includes defense systems to several nations that Europe refuses to talk to for whatever reason. This goes beyond what we see in the Arab News (at https://www.arabnews.com/node/1547956), it goes beyond ‘electronic warfare and cybersecurity‘; it goes beyond the mere operational stage, beyond the educational and implementation stage. Together with General Authority for Military Industries (GAMI) they have created a new wave on a much larger scale than we have seen before.

Good business is where you find it and it seems that Walid Abukhaled is currently finding it everywhere.

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August 28, 2019 · 11:41

Corrosion or corruption in media?

We see more and more evidence that the media is by their own hand corroded, the word which comes the Latin word ‘corrodere‘, means ‘gnaw through‘. I have given the limelight to several events where Houthi forces attack with drones into Saudi Arabian civilian targets. We can argue on the validity of the attack, yet the part that is not in dispute is that the Western media is not giving any light to the attacks at all. Despite the clear evidence that someone is supplying Houthi forces with military drones. One of the missiles was headed to Khamis Mushayt, whilst the destination of the third was not the same, but Saudi forces have been speculating that the target was al-Jawf, a city in northern Saudi Arabia and as far as I could tell at best a civilian target with no military or strategic economic targets. The issue here is not the target, it is that the Houthi forces are trying to show that it could hit a target 1400 Km away, which is already a challenge for high end drones with a well-trained pilot. It shows that the ante is up and it limits the optional source to only one, Iran. The western media was extremely able to not report on any of that.

Colonel Turki Al-Maliki was able to tell that one of them was fired from Sanaa. I reported earlier this week on “On Sunday, coalition forces also destroyed a drone and intercepted six ballistic missiles targeting Jazan in Saudi Arabia’s southern border with Yemen“, the Arab News gave another mention of that, yet the western press is clearly of the mind that this does not need to be reported. The problem in all this is that Houthi forces do not have any infrastructure to create this; neither do they have the technical expertise to make them. This is all via Iran who either delivers directly or uses Hezbollah to deliver. There is also additional shallow evidence that Houthi forces do not have the ability and expertise to fly these drones with such precision. To illustrate this consider your child (if you have one) a nine year old and let that kid fly a predator drone over Europe, no automatic pilot and let it fly into the Eifel tower. There is one guarantee, that drone will crash, it will fly into something, just not the Eifel tower that is the stage we are in. Even as we are given from other sources “A Houthi supporter wears a headband praising the Houthi movement for making drone aircraft as he attends a pro-Houthi rally in Sanaa“, showing us merely a push for fabricated marketing. There is no way that Houthi forces can make them. Even now, the UAE, Saudi Arabia, Jordan and Iraq have drones, but they mostly come from places like China. When we look at drone builders we see: Israel, Turkey, United States, United Kingdom and Iran. These are the makers of drones, Yemen and Houthi forces are not creating them and the media is not looking into it. The fact that the media ignores this is also an indication that the media is no longer corroded, it should be considered to have become a corrupt vessel for whatever facilitators need. Most likely to appease their own governments that need some Iranian deal, or needs to adhere to American policy so that they can push an Iranian deal. Even the Hill (not the most neutral player) is giving us: ‘EU still hasn’t stopped trying to appease Iran‘, all playing their game and they are willing to keep quiet on drones attacking Saudi Arabia to the largest degree. Is it not weird that the last two attacks within a week were not covered at all?

This is not about G7 coverage; this is about the option of meeting after the G7 with Iran, the most likely perpetrator in delivering drones to Yemen (Houthi forces).

the Washington Post gave us: ‘Saudi Arabia, UAE vow to back Yemen war effort amid cracks‘ three days ago, yet nothing on drones, the BBC gave us ‘Wingsuit scientist dies in Saudi Arabia base jump‘ a week ago and nothing on drones, the Guardian gave us ‘Walking through a war zone: Ethiopians heading for Saudi – in pictures‘ 13 hours ago and nothing on drones, the list goes on and on and it is time for us to recognise that the western news has degraded to nothing more than a media outlet facilitating to others, not informing the people of what is actually happening. Why is that?

Forbes gave us different news (at https://www.forbes.com/sites/ellenrwald/2019/08/26/saudi-arabias-100-billion-tourism-pipe-dream/#4dd68b561367), but they are Forbes, their focus is different. There we see: “Now the government is touting its plans for a new tourism industry with an announcement alongside the CEO of Six Flags and an exclusive for CNBC. The kingdom released a grand vision, but with no substance and a disappointing look at unrealistic goals“, I believe that the choice made was a partial mistake.

There is nothing wrong with 6 flags, yet when you consider the excellence and amazing rides that the Dutch Efteling offers, there is also Universal Studios Hollywood, both offer a range of rides that will take the breath of people away. The issue with 6 flags is that they are all about rides, yet a theme park needs to be about a lot more to keep interest high, the Efteling figured that out decades ago and they achieved just that, whilst also creating the Python (a really intense ride) in 1981, the interest in that ride never faded and was upgraded and renewed in 2005 (trains) and tracks in 2017. Yet I believe that his is only the start. The Efteling had from the very beginning stories from 1001 Arabian Nights in their fairy tale land, I personally believe that if Saudi Arabia wants to become international they cannot merely have another version of existing rides; they would need to get a creative team and create their own.

There is the story of the Jinn (Afreet), we all remember Aladdin. Yet how many remember or even know about ‘the Sage and his three sons‘? What if that story is presented not unlike the Efteling ride ‘Haunted Castle‘? Part of the story we walk through and the second part is a show, there are many options for Saudi Arabia to consider the way they grow their theme parks (plural), I merely hope it will be a lot more than merely another 6 flags. Yet it must be said that Forbes also raises valid points, with: “much of Saudi Arabia is prohibitively hot in the summer months, with average high temperatures of about 110 degrees Fahrenheit. Florida is part of the U.S. and thus an easy destination for over 300 million Americans. Florida allows alcohol. Florida has gambling through American Indian casinos. Florida allows men and women to dress and interact freely. Florida allows churches, synagogues and general freedom of religion“, as well as “in 2017, total tourism spending in Florida was only $88.6 billion“, what it does not mention (optionally a mere oversight, with no accusation towards Forbes) is the small fact that in 2015 an estimated 1.8 billion or about 24.1% of the world population is Muslim. That does not mean that they all want to go to Saudi Arabia, yet in combination with the Hajj, there is a larger interest in Saudi Arabia and that too needs to be accepted. If only 1% visits Saudi Arabia we see that this represents 18 million tourists, in light of all the anti-Muslim minded nations, these people might really like the consideration of a large theme park that is mostly visited by Muslims, all kinds of food worries would fall away, all kinds of direct Muslim needs would be attended to, and that is merely the tip of the iceberg.

Yet all this was limited to Forbes, many others have taken documents towards Neom City (like the Wall Street Journal) where from one source we get: “While construction has started on Neom, there are concerns that not all of its technology (which Neom chief executive Nadhmi al Nasr told WSJ “is cutting edge and beyond — and in some cases still in development and maybe theoretical”) can ever make it out of science fiction” is a view that comes across as trivialisation. Interesting that the Wall Street Journal as one source was willing to go into that direction whilst well over $500 billion has been made available for the creation of Neom city, as I personally see it, there is a clear larger need to know and illustrate on Wall Street. The end will be more and there had always been a clear path towards high tech future. so whilst the Wall Street Journal gives us: ‘Flying Cars, Robot Dinosaurs and a Giant Artificial Moon‘, we see an utter lack of the planned intertwining of 5G, from the very beginning it will be 5G and faster, so why is the Wall Street Journal trivialising a planned path that will surpass most construction feats over the last century alone?

Is this corrosion or corruption? I cannot tell and it is likely to be a combination. The fact that Neom is to be well over 20 times the size of New York and will include a bridge connecting Saudi Arabia to Africa is another matter not covered to the degree it should.

There is a lot wrong and it merely shows us that the media can no longer be trusted; whatever they claim comes with a side story a business connection and more often political policy in the making. And this matter stretches far beyond the topic of Saudi Arabia. If we look at the word news and accept in part ‘newly received or noteworthy information, especially about recent events‘, yet when we start looking for ‘age discrimination in Australia‘ we get very little, there is an abundance of evidence especially as close to 20% of Australian workers is over 55, we see very little of them in Apple, Google and a whole host of other players. In a test the same application from the same person got immediately hired in Greece and Portugal, yet bounced for the same position well over 75 times in Australia. Yet the media is shunning it to a much larger degree, I speculate that these publications rely on Apple and google advertisement to some degree and it is not merely them, the problem is a lot larger, but the media can no longer be trusted to give light to this. So if the media is super corrosive on national issues, what chance does a place like Saudi Arabia have to get a fair shake from the media?

It is funny, but Women’s Agenda had the same idea I had 22 hours ago, there we see ‘This government wants to blame ‘choices’ over discrimination‘ and “In “Towards 2025”, the word discrimination appears just four times, one time in reference to age discrimination and three times in the footnotes in reference to other documents where discrimination appears in the title“, from my point of view it implies that a non-youthful lady doesn’t have a chance in hell to get a job, how is that NOT discrimination? When we demand that all the large corporations give a top line report for all non-board members and non-senior management staff to present a staff review of age and gender hires with age brackets ‘up to 25′, ’26-49′ and ’50+’. When this is part of their tax audit we might end up getting an actual clear view. The results will be more likely than not scary be slightly too read and governments (not just the current local Australian one) will have a lot more to explain that they are willing to do at present; their anti-discrimination acts all failing and visibly no action taken for a much longer time. In all this the failing is a much larger one and the media is, as I personally see it, a direct player in not showing the people what is going on.

Corrosion is already a dangerous path, but when there is a much larger implied level of corruption in place (they won’t call it that), we see that the news has become a much larger problem that before, they will trivialise it towards time, space to publish and they will steer clear from directives that include shareholders, stake holders and advertisers. Yet that is the larger truth as I personally see it. more and more of the media can no longer be trusted to give us what is actually going on, we merely get what they consider is the news that 70% of us wants to learn about, there was a lack of resources. We accept that in the printed word, yet in the digital age where space is never a shortage of, we see publications willing to filter diligently what they are willing to show us. And there is still the worry of all the matters that we are not being informed on, it should worry you too.

Yet there is a larger play for Australia as well. That is seen when we consider the news that “On Wednesday, Prime Minister Scott Morrison announced we would join the US-led mission to protect shipping through the Strait of Hormuz, a narrow sea strip that serves as one of the region’s most important choke points”, now consider that Houthi forces have attacked Saudi tankers in the Persian Gulf (May 2019), Iran Backed Houthi forces made the attack, so already the Australians are left in the dark on these attacks and we are sending a frigate, surveillance aircraft and troops. All optionally relatives of ours and the news decided not to inform us on the drone attacks. Do you still think that I am exaggerating on the danger that the media now represents by keeping us all in the dark?

This game is a lot larger than we realise, and it is larger than we know it is because the media has seemingly decided that informing on plenty of issues us was not essential.

 

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August 27, 2019 · 11:44

Legally dopey dealings

We all know people who are out and about, some are out for dope, others are merely dopey. As such we have all kinds of checks and balances in place (or so one would think). It was there for a little surprising to see: ‘Johnson & Johnson responsible for fuelling opioid crisis in Oklahoma, judge rules‘ (at https://www.theguardian.com/us-news/2019/aug/26/johnson-and-johnson-opioid-crisis-ruling-responsibility-oklahoma-latest). I was of the mind that this would not happen. Not because I like the firm, not because I like the product Pledge (for my furniture), and optionally I use other materials by Jay & Jay, I merely am unaware of it.

I am also not debating the events, or the guilt of Johnson and Johnson, I merely have a lot of other questions, questions that as far as I can tell are not answered. To get there, we need to see the accusation: “the giant drug maker helped fuel the deadly opioid epidemic in the state“, first of all, there is a larger failing. When we focus on the ‘deadly opioid epidemic‘, we need to see that this does not go over the counter. So when we look at the words of AG Mike Hunter “a “cunning, cynical and deceitful scheme” to ramp up narcotic painkiller sales alongside other opioid manufacturers by using their huge resources to influence medical policy and doctor prescribing“, I wonder who these prescribing doctors were. Did they not study medicine? The fact that thousands of doctors prescribed opioids is a larger issue, it does not make J&J less guilty, it makes others a lot less innocent. J&J should not be standing there alone. The claim “selling as many narcotic painkillers as possible” calls for an inclusions of the doctors giving out the recipe and the pharmacy accepting that doctors kept on prescribing the drug. We also need to look at the FDA who approved the drug in the first place. Here we are looking at three guilty parties, with two groups consisting of thousands of people involved. Yet the article shows merely a J&J in the dock, having to shell out $572,000,000. This leads to questions that do not add up.

In addition we see: “Oklahoma resolved claims against Purdue Pharma in March for a settlement of $270m and against Teva Pharmaceutical Industries in May for $85m“, it calls for additional questions and they are not given, it seems that the essential questions are not even asked in the article. Even the CDC has questions to answer. This part is given with: “Opioids were involved in almost 400,000 overdose deaths from 1999 to 2017, according to the US Centers for Disease Control and Prevention“, there is already a clear case on how these opioids were prescribed, yet we see nothing of that. And as the article continues with: “Since 2000, some 6,000 Oklahomans have died from opioid overdoses“, this implies 300 deaths a year and we see nothing demanded from doctors and more important on how dosage had this effect. All elements that might be attributed to J&J, but it took a doctor to decide on the medication, is that not the case?

The truth of that is seen at the very end of the article by John Sparks, Oklahoma counsel for Johnson & Johnson. “Not once did the state identify a single Oklahoma doctor who was misled by a single Janssen statement, nor did it prove that Janssen misleadingly marketed opioids or caused any harm in Oklahoma“, I would phrase it: “Not once were doctors and their pharmacies called to explain these numbers, the total numbers who got prescribed these opioids and not once do we see any alerts to the CDC on any of this“. The evidence in this is that the 22,500 overdoses a year should have rattled the CDC no later than 2003, so where are the actions shown that there was an issue? The American pharmacy system failed on several levels and even as no one denies that Johnson and Johnson had a role to play, the FDA and the CDC should have clearly intervened no later than 2005 that is seemingly not the case, because the cadavers kept on stacking for at least another decade.

It took me less than 600 seconds to see this truth; as such Mike Hunter is actually dealing with a massive systemic failure that goes all the way to his own office.

And as we read: “cunning, cynical and deceitful scheme“, it seems more apt to accuse the office of the Attorney General for inaction, complacency on a matter that endangered the lives of hundreds of his state constituents every year and his office has remained inactive for well over a decade, it seems to me that his office should equally be investigated for reckless endangerment of people. In all this the pharmacies and doctors need to be heard on how and why these patients were prescribed. My view was supported in July 2019 when we were told (by the Guardian) “The company has previously acknowledged delivering 5.7m opioid pills between 2005 and 2011 to the small town of Kermit, West Virginia, with a population of just 380 people“, this shows the larger extent of pharmacies and their distributors. More important, who was prescribing these opioids?

We can argue that Johnson and Johnson is guilty or innocent, yet the truth is that this reckless abuse system is a lot larger than the pharmacy creating the opioid containing medicine, it is a much larger greed driven setting and I believe that Oklahoma and specifically Mike Hunter failed the American people. He might feel all happy and joy joy that he won the case, yet I believe that it is merely part in covering up a much larger crime that goes all the way to the top of the CDC, as well as a national pharmacy failure. The article does not give us that, does it?

It gets to be even a little wilder when we consider a 1978 episode of Lou Grant (season 2 Episode 1 – pills). In that episode we get a similar setting, more important, in the dialogue at the end we hear: “246 kids went to the same three places. Druggists are obliged to report any doctors who are prescribing abnormal amounts of dangerous drugs, the state pharmacy board had not received a report from any of the three“, now I accept that this is the text from a TV series, a drama series. Yet the premise remains, is there a legal premise in the US (still) in place that this reporting needs to happen? If there isn’t why was this never done? The danger of substance use disorder has been around for decades, this failing cannot be held over the head of a pharmaceutical company. There is a clear indication of violations on local, state and federal level, it is a systemic failure and we might large applause that a large pharmaceutical gets the bill, but the failing is much larger and because of that there is an injustice in all this.

I believe that Johnson and Johnson has a much larger role to play and they are not innocent, yet the failing is systemic, as such there is every chance that their appeal will have large consequences on a national level in America.

I wonder if Ed Asner, Robert Walden and Mason Adams ever considered that they would be part of a stage where they pointed out a much larger American failing 4 decades before it went to court. I remember the series as I was almost 18 (just two years short of that) and It was my dream to become a wartime photo journalist (a younger Daryl Anderson). It was not meant to be, but I never lost my passion for photography.

This case is more than we see and I reckon that jurisprudence papers will soon enough fill up on the systemic failings that Mike Hunter is eager to avoid in the court room.

Even now, we see another article from the Guardian that is almost an hour old. There we see: “It was also revealed that Johnson & Johnson hired the consultants McKinsey, which recommended the company’s sales force should focus on doctors already prescribing large amounts of Purdue’s OxyContin”, there is a level of validity of looking into that practice, yet the part linked to all this, the doctors prescribing the medication in the first place, they had a duty of care towards their patients. A marketing strategy might be debatable, it might also be immoral, yet in the end the doctor is the one acting, so is the pharmacy handing it out again and again, where are they in all this?

It is in that article where we see a two sided issue (at https://www.theguardian.com/us-news/2019/aug/26/johnson-and-johnson-opioid-crisis-ruling-responsibility-oklahoma-latest), with: “Sabrina Strong, one of the trial lawyers for Johnson & Johnson, said the ruling was flawed. The company argued that the drugs it sold were approved by federal regulators and that they could not be tied directly to any deaths in Oklahoma”, we see that Sabrina Strong is opening two doors, one bad one. Yes, we can agree that they were approved; the error was ‘they could not be tied directly to any deaths’. Were all hundreds each year all vetted? That is the flaw, because that data could also reveal which physicians prescribed them and which pharmacies filled the prescription. That evidence was not covered by the media, and as this goes over almost two decades, how did the CDC cover this? 300 deaths a year in one state is too large to ignore, especially when it is part of a larger failing. That is the part that Johnson and Johnson have seemingly not covered. I feel certain that the appeal will cover it and it will make life for Mike Hunter a much larger problem than he realises.

 

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August 24, 2019 · 12:34

From trade war to losses

Huawei remains in the news on an international level. Australia gives us ‘Huawei sheds 100 Australian jobs in the face of 5G ban‘ (ZDNet), ‘Huawei Australia says over half of jobs at threat due to 5G ban‘ (ITnews), and ‘Greece opens up to Huawei’s 5G ambitions‘ (ZDNet). For the most there is some level of balance that is going on. We see messages of reprieve given to the US on Huawei, yet the clear part is that there is no way around Huawei. Just like the 80’s when there was no way around IBM. I still remember those arrogant sales people. Whenever they could not answer a question with any clarity (which was more often than I was ever comfortable with), the response became: ‘Sir, we are IBM‘.

It is not limited to one company, CNN reports (at https://edition.cnn.com/2019/08/23/business/china-tariffs-trade-war/index.html) “The US-China trade war ratcheted up yet again on Friday, with Beijing unveiling a new round of retaliatory tariffs on about $75 billion worth of US goods“, this round will hit “25% for vehicles or 5% on parts, and would take effect on December 15th. The new tariffs will target 5,078 products, including soybeans, coffee, whiskey, seafood and crude oil“, this war was a bad idea for America the moment they started it. Yes, there is an impact on China and there is an impact on Huawei. Yet the world cannot go around Huawei. The non-Chinese players were complacent for well over half a decade and the invoice is due, it is an invoice that a bankrupt America cannot afford at present. Moreover, the stage is now sliding away from the American market more and more. As Europe is seeking Huawei to instigate growth, America grows lag time losing momentum more and more. In Europe the issue is larger because it is not one EU; we are looking at 27 member states. The UK with BT gives us: “The investment bank also noted that the Conservatives have outlined an ambition for the roll out of super-fast fibre broadband across the whole of the UK by 2025 but it is not clear how it will be funded or what the returns will be for BT“, a technology years out of date, too much delays, politicising and now BT, a company that was once regarded as a company at the height of technology (some might remember the 80’s advertisement with Tom Baker, the 4th Doctor Who showing us a piece of fibre optics, transmitting the entire bible in one second), the message of advanced progress was clear. Yet in 2018 we see other messages ‘Why most of the UK doesn’t have True Fibre Optic Broadband‘, the setting is a disappointing one and there is a really nice explanation (at https://www.youtube.com/watch?v=DDp9-tSYpU0). The Dutch have KPN, an advantage here is that they managed to put 30% of the British population on 14% of the UK, so they have less distance issues. So even as Reuters gave us last April “Dutch telecom firm Royal KPN NV said on Friday it would select a Western supplier to build its core 5G mobile“, they will be digging a large hole for themselves. No matter who gets chosen, they all lag to a much larger degree the abilities that Huawei offers and that impact will only increase over time.

To see this we need to take you to a little math equation. An innovative technology gives you 10 years. Huawei has at present two innovations and three iterations lined up, which gives them 26 years (iterations gives one a mere 2 year advantage), which almost aligns as reengineering catches up three years annually. This gives us the number that others need to catch up to Huawei, who could in 2020 be technologically already at 2047. At present none of them have any TRUE innovations. As such the iterators will truly catch up in 2028 whilst that stage will be met in 2020 by Huawei. This is the largest danger for all the other players. In 2028 the 5G market will settle and they are all still catching up whilst Huawei rules the 5G on a global scale.

The math was important, because it also meant that I have until 2023 to sell my IP, at that point iterators will have found part of my IP and they can equal it to me by 2025. The math was everything and the math is not looking good for America or Europe. Those who embrace Huawei to some degree will get a much larger advantage. My IP was about pushing momentum and if that goes as I hope, the others will face a much larger setback, in all this a much larger part of cybersecurity will not work, or will merely delay the commerce. When was the last time you saw commerce seeking safety over revenue?

The fact that the Guardian gives us: ‘Apple warns new credit card users over risks of it touching wallets and pockets‘ (at https://www.theguardian.com/technology/2019/aug/22/apple-card-wallet-pocket-warning) gives a much larger issue. Even as we laugh on: ““Apple Card completely rethinks everything about the credit card. It represents all the things Apple stands for. Like simplicity, transparency, and privacy,” as the company said when the card was launched. Just don’t put it in your pocket.”

So when was the last time you went on vacation and you had to take care of all that for a mere Credit Card? What happens when there is damage to the card whilst on a business trip? Oh, and more interesting, what Forbes told us (at https://www.forbes.com/sites/daveywinder/2019/08/10/apples-iphone-faceid-hacked-in-less-than-120-seconds/#1c136a2421bc) with the title ‘Apple’s iPhone FaceID Hacked In Less Than 120 Seconds‘, it is the issue of greed versus Common Cyber Sense and CCS never gets to win, greed dies!

That will show in 5G within the first year and as such there is a lot less taken care of, and it was exactly why I am rubbing my hands, the more desperate they become, the more valued my IP becomes and in the end, my IP pushes commerce and safety in the same IP line. As an android solution I get to thumb my nose against Apple and iOS, it is too iterative to consider. I hope that Google wakes up, so far Huawei might be the only tender and that is just fine by me.

How do these relate?

The pressures that we saw when thatcher decided to stop Fibre, as she saw that BT got an unfair advantage (which is fair enough) too many players try to get part of the cookie for their minimalist services and it directly relates to the US. Their stage of Status Quo as dictated by Wall Street has stopped innovation. The boat that was not rocked was giving Wall Street the managed expected returns they vowed to get. Yet the other side is also a given. We see this as the senior people stayed where they were, stopping innovation too often because they were scared to make the jump, it is the principle that gave Google the growth they had, yet the linked headline (to the smallest degree mind you) ‘Americans Owe $1.6 Trillion In Student Debt – What Will It Take To Solve This Crisis?‘ close to an entire generation was topped to innovate, I grant you that not all are innovators, but the entire innovation cycle was missed. As such highly educated people got menial jobs and went in other directions, a decent amount of them disillusioned. There is a part that gives the concern of affordable higher education, yet there is also the path that those educated and ready were stopped their innovation; each of them stopping 3-7 fellow students to tag along in that innovation path. It is what I call, a non-proven given. It is hard to set a number to this and there are of course other elements (like the economic crash) all set through and connected to the actions of a few on Wall Street, that much we all agree on and whilst that path was set to non-motion, innovation was lost in almost a dozen industries, IT and telecommunication being the most visible ones. Patents are the most visible marker here, but not the only one. That part is making the US scared, not nervous but scared. Over the next 5 years 43 drugs will become generic, the patents expire, 28 of them this year. the world looks at the pharmaceutical patents because of the aging population, yet technology patents expire too and all of those not linked to renewed innovation patents will be collapsing, consider all that was patented from 1985 and 1999, all coming to a close some were just forgotten and not renewed because the technology was surpassed, yet there we forget that original ideas can be reengineered solutions, all up for patenting and that market is well over $100 billion. One consideration is shown (at https://www.dnj.com/story/news/2019/08/22/rutherford-county-jail-hit-lawsuit-over-patent-infringement-stealing-technology-smart-communications/2064500001/) where we get: “Smart Communications accused them infringing upon their patented technology that transformed written mail into an electronic version sent directly to inmates“, I merely wonder how we see that setting when we look at players like Perceptive software, Readsoft and a few other players. Readsoft became part of Lexmark and then Lexmark, the printing and Software Company, agreed Wednesday to be sold to a consortium led by Apex Technology of China and PAG Asia Capital, a private equity firm. Consider the placement of digital transfer, on an international level in the hands of a Chinese consortium. The NY Times took notice (at https://www.nytimes.com/2016/04/21/business/dealbook/lexmark-apex-pag-asia.html), for the most no one else did. They had no grasp of the power that the innovations were that Readsoft had. I worked with the materials; it was next gen software in 2003. Now consider that we think digital almost every moment nowadays, but there are decades of legacy materials out there and not everyone has the budget of the America alphabet group. In 5G that material needs to be digital or it will be lost. All these patents give advantage to the owner and stop others, having to re-engineer their idea again and again, that is direct currency and China has a much larger truckload of them with a later end date, even as Huawei is all innovation, they still need their patents and whatever innovation they launch next, they will need to have the patent in place. It stops all the other making the case that their advantage grows as the others forgot to get a workforce that is innovative in nature (Google is excluded from those losers). The innovator drivers are gaining momentum and over the next three years their advantage gets to grow.

That was always the advantage the innovators have and the iterators are starting to feel the pain. IBM, Microsoft and Apple might market their ‘innovation’ yet marketing it doesn’t make it actual innovation. Perhaps you remember the Verge last March giving us ‘Study confirms AT&T’s fake 5G E network is no faster than Verizon, T-Mobile or Sprint 4G‘, marketing versus reality is often disappointing and the iterative technology firms are finding out the hard way that there is no such thing as marketing the reality of shareholders expectations.

We see that part ibn another field as Microsoft Phil Spencer gets to be quoted: “There’s only one new Xbox coming in 2020: ‘We are not working on a streaming-only console,’ says Xbox chief“, yet the end of the article gives us: “given the iterative nature of game consoles and the history of the business, we wouldn’t be surprised to see new versions of Project Scarlett in the coming years – it just sounds like we’ll only see one in 2020“, that is where Business Insider made the massive flaw one week ago. It is a flaw because if that was actually true the Nintendo Switch would exist, iteration would never have led to the Nintendo Switch, and not only is it beating all the records, it is also reducing the Microsoft Xbox One to the number three console. Projections are that Nintendo Switch will get to 50 million consoles sold before the end of the tax year, a lofty promise, yet that too shows the impact of innovation. In 2 years it equaled what Microsoft calls the most powerful console in the world and it took Microsoft 6 years to get there. Clearly power is not all it is cracked up to be. In addition, for the first time in history Sony is worried about how far Nintendo can get. Nintendo never wavered, they never lost their core groups, they merely added to them.

Innovation does that and innovation will push 5G in the same way, it seems that Huawei with its innovation has support all over the world on the impact of innovation and the funny part is that IBM and Microsoft used to be actually innovative, they merely forgot the sweetness of innovation victory, which is sad really. I gave mention to the Wall Street part in the Status Quo, yet they are not the only ones in that game and those who embraced that game held technology and innovation back to a much larger degree than you realise and that loss of momentum is a much larger issue in this trade war than anyone has considered.

 

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August 23, 2019 · 13:26

Another Brick in the growing Wall

The wall of profit is going nicely in France, even as I would like to take another gander on how the western media is all about ignoring the Houthi attacks with drones on Saudi Arabia, it seems that we will get more on that soon enough. As I see it, we have a situation where at present 5 attacks have been ignored by the western media, like they are all about calling Saudi Arabia the big nasty, even though there is no factual evidence, merely biased opinion on several fronts. Today is not about that. Today is about France (the land of Wine, Cheese and Citroen). This place is pushing a few boundaries and even as we think that things are still open to discussion, it seems that the mighty bosses of banks (one particularly) have made their choice, I mentioned it a little over a week ago, yet all were easily persuaded to ignore it. Now that we are given: ‘French parliament passes “Huawei Law” to govern 5G security‘ (at http://telecoms.com/498728/french-parliament-passes-Huawei-law-to-govern-5g-security/), we see an optionally much larger change. This might be the first step in changing the landscape on a much larger scale and as far as I can tell it is just the beginning. There is an important notice to all this and it opposes the UK point of view to almost 180 degrees. In the UK, Alex Younger (big boss of MI-6), aka El Capitano de observadores furtivos is off the mind that important infrastructure should never be in foreign hands. This is a policy issue and I do not oppose this choice. It is the short minded and stupid American view of being shouting anti-Huawei accusations without proof that I object to. Now we see on the other side (France) where Mathieu Duchatel gives us “the French government is creating a regulatory environment that helps reduce its vulnerability to foreign intelligence collection“, which is another policy approach. I tend to like this more than the one Alex Younger gives, but both are valid points. Yet the one Duchatel gives us leaves the players with more options.

To see this, we need to go back to 1993, when Sybase and Microsoft dissolve the partnership they had and Microsoft receives a copy of the SQL Server code base, this was the best approach and after this we see that Microsoft sets their own designers to make evolve their SQL servers, a choice that ends up making them a direct competitor of the code Larry Ellison pushed for (the solution we know as Oracle), and whilst he went sailing across the oceans, MS SQL Server got the be lean and mean. Even as we see flaws, we see that Microsoft created a much larger market than we thought possible. It is that path Europe and America needed for 5G. So as the Yanks decided to screw themselves 6 ways from Sunday, Europe has a much better approach and now we see the path where France has opened up a dialogue to enable that solution down the track. It is a solution that would assist Huawei as well, as we see a solution that uses the Huawei 5G path as a benchmark, France et al could deploy a non-Chinese 5G solution that is set to the Chinese standards and that would suit China (read: Huawei) in a few ways. It all goes from bad to worse for America. What everyone seems to forget is that Azure in China is Shanghai Blue Cloud Technology Co., Ltd., a wholly (or is that holy) owned subsidiary of Beijing 21Vianet Broadband Data Center Co., Ltd. and it now implies that the accelerated evolution of 5G via Huawei has the stage where the best upgrades to implementation and facilitation to 5G will come from 21Vianet and not from Microsoft. Just as Sybase gave the keys to Microsoft in the 90’s, we now see the opposite where the business advantage will be with the Blue Cloud bosses, together with Huawei they now have a much larger advantage than anyone realises. Even as there is a shift in china through the players like BitTitan, I believe that Huawei is still preparing for a much larger innovation giving 21Vianet when that kicks off an overnight advantage that Microsoft cannot equal, not for a much longer time, leaving Microsoft losing momentum to a much larger.

If you want proof, then I have to admit that I cannot give it, the market seems to facilitate to a larger shift and it is not some hidden gem that no one else found. I believe that the Sybase example is what we face today, as Mathieu Duchatel is setting the new policy, we see policy that is accepted over most of the EU, so as Germany, Spain and Italy accept this push, most of the EU nations will follow, they are willing to drop America like a bad habit ion all this. The US overplayed its hand and now they will face the consequences of choice. In this the UK must soon make up its own mind. The path Alex Younger opted for was not wrong, but it is a larger choice that could impede economic growth to a much longer degree for a much longer time, two elements the UK does not really have at present.

The SCMP article (at https://www.scmp.com/news/china/diplomacy/article/3020354/while-weighing-5g-security-risks-france-predicts-it-can-manage) we see another solution for France and somehow I believe Credit Agricole had been preparing for this step a little longer than most others. France needs to be on top of this as 2024 Paris is coming near soon enough, implying that a multi-billion euro scheme for 5G will be announced before years end to get anywhere near ready and it seems that the Credit Agricole dividend is about to push upwards to a much larger degree. And when we get to the end of the article where we see: “5G infrastructure poses more complex problems. The distinction between core and edge is no longer as relevant, as many software operations will operate in the cloud“, we get to be introduced to the benefit and advantage that Beijing 21Vianet Broadband Data Center Co. now gets to have; Microsoft forgot that most cannot get to China (for simple linguistic considerations) that limitation does not exist in the other direction. And now as the cogs connect we see how the market takes a shift. Remember when I made the joke (and connection) to the cloud; it is merely someone else’s computer. Everyone so needy to muddy the water claiming it is so much more complex. OK, to the smallest degree it is.

To see my point of view consider the NASA Mainframe that was there for the moon landing (and perhaps a little more), now consider my old Mobile, this 2011 mobile needs 5% of available processing power to do what that entire NASA room did. The mobile that followed 4 years later was 400% more powerful with 1600% more storage and the one that followed was close to 300% more powerful than the previous one with an additional 1600% more storage, the market shifted THAT fast.

So when we see a data center now, and consider that a dozen racks with terabyte storage can be replaced by ONE drive, yes there is an Exabyte drive now, one drive with well over 1,000,000 terabytes. We are nowhere near replacing the entire data center, yet in 10 years, that center could be replaced by one large tower in that time, it might look a little different (I always loved the Cray systems, it comes with a place to sit and heating, but that so called ‘cloud’ will be in one clear specific location (just as it is now) and that is the issue;

it is the location of someone else’s computer that is the issue, soon it will no longer be in America, China is now in a position to offer the same, optionally cheaper and when the America BS starts with ‘It needs some vague quality seal of approval‘ (a SAS marketing trick we saw 20 years ago).

It will be at that point that the entire mess becomes ugly real fast and we are already pushing in that direction. The problem is not China, or America. It will be the policy considerations on where data is allowed to be; a lot of cloud issues on data locations are still open to discussion. The problem is not the hardware, it will be the place with the most logical policy in place, that will be the main player for the next stage and it seems that France has been keeping busy on becoming that European location. I reckon that China does not care, as long as they get the business and that is when we see the American failure on getting the business. They planned on greed when pragmatism was the only solution to push the market forward. Now as most nations start waking up on the loss of pragmatism, we see the consideration, to be a player or a tool and some are realising that they banked on the wrong horse and the American horse is about to become a ‘horse no show!‘

Whether it was merely some bank, some policy, or a larger linked consideration, this time the French have played a good long term game and they have every chance to reap the benefits of that game. We have yet to see how it all plays out and Paris 2024 will be the big test, but as the issue stands, the French are pushing forward, it is there that I found some references to Credit Agricole, DGSE, and a very large billion dollar option. Even as 21Vianet and its subsidiaries are not mentions, neither is Azure in any way, it all falls to the one mention of ‘Microsoft Corporation‘. This might all be true, but I still seek confirmation, on a stage this large 21Vianet could not have been unmentioned, the same for the entire Azure part. the line “the proliferation of real-time data from sources such as mobile devices, web, social media, sensors, log files, and transactional applications, Big Data has found a host of vertical market applications, ranging from fraud detection to scientific R&D“, makes its absence of certain players either short sighted or the elements of that article were unreliable. I believe it to be a little of both.

I wonder how the game unfolds; I reckon we will know a lot more by the end of the year.

 

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August 19, 2019 · 11:44

Marketing Deceptive Concepts

We are all in the lane of what is coming; the problem is that what is coming is set on the E40, the longest European highway going from Calais all the way to Kazakhstan (Ridder). So as we depart from Ridder, trying to get to Calais on this AI highway, we need to consider that at present we only got past the first 100 kilometres of a trip that will be 8,000 kilometres long and we are not driving a Aston Martin, not even a Lada, we are traversing this in a 1908 Model T, giving a much clearer indication that this trip will take years (read: a decade at the very least) at best. To be quite honest, as technology goes, we are nowhere near AI, true AI. It will take the largest players (Google & IBM) decades to get to the real AI part, and only when computers become more technically savvy and a lot faster. As such I do not see the reason for people and companies like RACGP to give us: ‘AI is coming to healthcare – and it’s here to help‘, with the quote: “real promise – of artificial intelligence in healthcare“, yet we remain fair. Dr Martin Seneviratne stays faithful when he gives us: “we’re far away from that, to be honest” and he is correct. Yet the stage is there where we see: “In this article we are listing top 15 artificial intelligence apps for android and iOS users“, as well as “an Indian start-up claiming to have built an artificial intelligence-assisted app development platform, is not in fact using AI“. It is all BS (read: Hogwash), there is no such thing as AI, it is theoretical, conceptual at best, the real deal is at least a decade away. It reminds me of some Sales Dumbo I had to deal with on how cloud computing was it bees knees. When I mentioned that there is no thing like a cloud, it is merely someone else’s computer, I was the one who did not comprehend it (in the end I was right, and he (read: it) was not). Yes, I am aware of the ZDNet article (at https://www.zdnet.com/article/stop-saying-the-cloud-is-just-someone-elses-computer-because-its-not/). We get it, it is about scalability and the scale of the cloud is huge, but still, it is a server center that is owned by someone else, and the location of that server is equally important in the data laws we see today. Because the moment China launches its own commercial cloud system, the Americans will ‘suddenly’ come with issues like cloud locations and how the Chinese government can look into every cloud account. I was not belittling anything, merely making sure that we keep focus on terms used (and awareness is often larger than anyone considers). It is the monitoring, hacked data and more important lost data. The cloud comes with all kinds of marketing hypes, but informing on the scope and warning of the dangers that poor passwords bring is often not seen.

So when we get to the Verge where we see: “The company was sued earlier this year by its chief business officer, Robert Holdheim, who claims the company is exaggerating its AI abilities to get the funding it needed to actually work on the technology. According to Holdheim, Duggal “was telling investors that Engineer.ai was 80% done with developing a product that, in truth, he had barely even begun to develop“, we see the larger deception and we also see a lack of actions by governments to a much larger degree, apparently white collar deception is OK in their books.

So when we get back to the RACG (at https://www1.racgp.org.au/newsgp/professional/ai-is-coming-to-healthcare-and-it-s-here-to-help) where we see: “‘Documentation is a constant issue, and so is having a computer separating you and the patient,’ Dr Seneviratne said. ‘The dream of this AI revolution is that it helps with the parts of medicine doctors and patients don’t like, creates a safety net for ensuring quality across the board, and gives clinicians more time to be with their patients.’“, my mind goes back 47 months, 12 days and 14.1 hours (roughly) when I designed the concept of what could be the Google Tome (I concluded that the iTome could never become a reality in an technological iterative pushed corporation), a device that would take case of part of it and help the UK NHS to get a handle on their paper mess and red tape. The device would also be a great solution for places like Scandinavia where the rural population is all over the place. There was one tiny setback, it required 5G, it was the only way to get it to work to the degree it did and 5G was nowhere near ready to the stage that places like the NHS, GP’s and clinics could be upgraded. We are still 1-2 years away, but the Google Tome would be a game changer as it worked on a very different IP. Apple would take a decently large hit as I remembered some original parts from before the PowerMac and Apple actually had the inside track, with today’s iPad they could have ruled, but in the last two years they became a mere iterative needy toddler, taking them out of the game. both IBM and Huawei are not ready for this leap giving Google an actual first position with no chance of any number two catching up for close to half a decade. My solution was not AI based, it was based on the realistic foundation of NHS administrations and to see where the obstructions were. Instead of making some political never working one system (UK Parliament spend £11.2 billion learning that it did not work), my path was to upgrade all the elements and give a new definition to speed, not the one that is founded, for downloading, but a new on access protocol that emphasises on security and data safety. In fact, the results would in theory get to the right physician 30%-60% faster. Anyone who waited for results in an NHS location can tell you what a game changer that is.

And none of this touches the 5G IP I created three years later.

But that is not what it is about, it is about the marketing ploys we are confronted with and for the most, the media greedily uses that hyped term to get traction with people, clicks and awareness, the information is less and less a concern to the larger group of media (or so it seems). The one that I got confronted with yesterday is the one that set it off. A friend (Tom Breur) wrote an excellent piece regarding Data Democracy (at https://tombreur.wordpress.com/2019/08/13/what-does-data-democracy-stand-for/). Yet in data, as I personally see it, there is no real democracy, it can be dictatorial, it can be feudal, it can even be tyrannical, but it is never democratic, you do not get a vote in that hierarchy, that is the way with data and it is the researcher who can redefine you through giving you a weight of 1 (or lower) or disregard you as inconsequential as grouping you with other user missing points of non interest. The respondent never had a voice in the matter negating the entire democracy part.

This setting was most likely started by media with their claims of “Big data’s threat to democracy becoming global problem“, and there the delusion started. Big data is never about democracy and democracy is not about data, it is about applied wisdom, they do not correlate and are even less likely one and the same. It becomes even more entertaining when we (at https://morningstaronline.co.uk/article/labour-will-ban-big-money-buying-democracy) see: “Labour will ban big money from ‘buying up democracy’“, it is entertaining and hilarious as this has been happening well over a century, long before there was a silicon based economy (not talking about boobies here). When we get: “Last November Mr Johnson was flown to New York and was paid £94,507.85 for a two-hour speech at the multibillion-dollar hedge fund company Golden Tree Asset Management“, we can argue that he was merely doing a job he was allowed to do, and that is not impeding democracy, is it? And when we see: “We are funded by workers through their trade unions and small donations, averaging just £22 in the last general election“, how much support did you give the people who voted for UK Labour without a donation? And when we see the Washington Post give us: “Data shows that an overwhelming majority of Africans believe that democracy remains the best form of government“, I might not disagree with that, yet the issue is not agreeing and disagreeing, it is the deceptive model of awareness creation that big business allows for when they buy the identities on Facebook by millions and target them with political advertisement. Even as Senators like Ron Wyden are calling to ban that, he knows he is fighting a lost war. Also, as a member of the Senate Intelligence Committee, he is watching proven CIA tactics being deployed via Facebook and he knows how efficient those can be, it is a game only the rich can play. He even hides behind “I’d rather have them do it voluntarily than requiring a law“, because there is no way that they can pass that law in time and even then there will be a dozen loopholes to circumvent the law passed via the first amendment.

It is all due to the marketing we allowed from the very beginning. there was no stop to the media, the hold on awareness versus deceptive is sketchy at best and now that there is a whole slew of iterations coming forward we see more and more deceptive conduct, yet nothing is done, there are attempts, but they are feeble at best. That evidence is seen when we consider Engineer.ai and its founder & CEO, Sachin Dev Duggal. We see the news in the Wall Street Journal as well as the Verge, yet less than 3 days ago that person won the Serial Entrepreneur award, so it seems that the players are all OK with deceptive conduct. Yet I remain optimistic, I merely have to wait to see this blow up in the faces of those sales driven CEO’s and VP’s to see that their failure gave them months of reprieve and every documented event merely sets the stage for my IP in a much more powerful way.

We need to consider that when it comes to creating awareness, the media is still accountable to shareholders, stake holders and advertisers, as such there are a lot of issues in the IT field, personally in light of recent events the do’s and don’ts of Sachin Dev Duggal take the cake. Don’t take my word for it, merely look at the Wall Street Journal (at https://www.wsj.com/articles/ai-startup-boom-raises-questions-of-exaggerated-tech-savvy-11565775004) and consider how the award two days later was still handed to Sachin Dev Duggal. Even as the man ‘hides’ behind ‘human-assisted AI‘, and when we look at the quote: “it uses artificial-intelligence technology to largely automate the development of mobile apps, but several current and former employees say the company exaggerates its AI capabilities to attract customers and investors“, we need to ask a whole range of questions, none of those are found anywhere. I am not raining on the man’s parade, but clearly no one else is either. I wonder how many righteous participators at that entrepreneurial award feel left out in the cold, a fair question if I say so.

I merely look at the marketing part of it all, when I look into the direct impact, that some marketing hypes are giving us, I tend to wonder if the need was really awareness, or confusion that was behind the creation of the hype. It is sad but that is more and more often the need to wonder when any form of media gets involved.

It is a sad evolution in the age of information as it has been for some time now.

 

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August 16, 2019 · 12:13

The slammer got slammed

There is nothing so rewarding as the moment you realise that you get to slam the door on those slamming the door on you. It is an innate feeling that is in the core of all of us. It is more powerful than getting the drop on your boss or CEO with an overwhelming amount of narcissism and the overbearing feeling towards the need of being some dominant / dominatrix figure (at that point they become merely a figurine).

I made several references over the course of 2018 that this was coming, the stronger one in May 2018 (at https://lawlordtobe.com/2018/05/05/milestones/) where I made the reference: “the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting“. The article ‘Milestones‘ has more, it also has references to the AfD (Alternative for Germany), and even as we see in the Financial Times (at https://www.ft.com/content/d695fff8-b838-11e9-96bd-8e884d3ea203) “It is a happy hunting-ground for the AfD: if polls are accurate, it could emerge as the most popular party in regional elections on September 1, even beating the left-of-centre Social Democrats which have governed this corner of East Germany since reunification in 1990. Two other eastern regions, Saxony and Thuringia, are also choosing new parliaments this autumn and, as in Brandenburg, the AfD is set to make big gains. That is a major problem for the eastern political elite“, I believe that this powerful eastern political elite is part of causing the headline ‘Germany: AfD surge threatened by party disunity‘, they are that scared at present. The gains cannot be stopped not to the degree some elitists are vouching for; the best that they can hope for is derailing them from becoming the majority, which is actually a political war that is allowed. The question becomes will it work?

We are 2-3 weeks away from finding out.

CNN gave us less than 2 days ago: ‘5 of the world’s biggest economies are at risk of recession‘ (at https://edition.cnn.com/2019/08/14/economy/recession-risk-economies/index.html), it is a huge part because the impact matters. Under Mario Draghi and his bond buying program, there are no reserves left, so the impact towards recession is about to get real. The shift in quality of life makes the consumer spending tactic an instant non option.

Yet, it all comes down to the Washington Post who (at https://www.washingtonpost.com/business/2019/08/14/stocks-tank-another-recession-warning-surfaces) gives us: ‘Stocks losses deepen as a key recession warning surfaces‘. It is here that we get: “after a reliable predictor of looming recessions flashed for the first time since the run-up to the 2008 financial crisis. The Dow Jones industrial average fell 800 points, or about 3 percent, and has lost close to 7 percent over the past three weeks. Two of the world’s largest economies, Germany and the United Kingdom, appear to be contracting even as the latter forges ahead with plans to leave the European Union. Growth also has slowed in China, which is in a bitter trade feud with the United States. Meanwhile, Argentina’s stock market fell nearly 50 percent earlier this week after its incumbent president was defeated by a left-wing opponent“. First of all, ‘reliable predictor‘ is not the term I would use, the dangers were clear for well over a year, it was the wrong stage of a trade war, with the Huawei 5G setting that pushed the inevitable date forward by a lot. The entire Huawei stage was a stage of stupidity, and a more dangerous post-recession part than anyone was willing to consider. We might find clarity in the footnote: “But with so many losing confidence in the near-term prospects of the economy and rushing to buy longer-term bonds, the U.S. government now is paying more to attract buyers to its 2-year bond than its 10-year note“, is looking in the wrong direction. It is merely a small symptom at present and direct consequence on risk and not the one that bites. The US is losing its footing on the global mobile market faster and faster. And even as we accept the ‘marketing’ that Huawei gives via Cnet towards 6G, the direct truth is outstanding for a longer time. It links to my own IP that is currently available to Huawei and I want my share of that market, I believe that my part after the fact will be enough to truly make me independent on several fronts. One party found my claim a $ billion market through the investment on $25m post taxation too good to be true, but it is the second wave that takes care of my needs and you gotta give a little to get a little. It is was the ‘denied’ parts of Credit Agricole and the Paris games of 2024 that gave me the final straw I needed to see that I was right all along. In all this verification that I was correct was always the biggest issue for me to deal with, and the recession is making those big business daddies of greed close to desperate, giving me a small push forward. Those people are not willing to walk away from a one billion market at the investment of 2.5%, no bank has ever offered those margins and with the Credit Agricole parts exposed to the smallest extent, I know it will work. It is there that I saw that the IP I designed was never considered by either Google or Huawei, all set to iterative paths to innovation, and the economy shows that nearly all of the other players were looking at the next quarter, whilst the quarter+3 was the game changer. The Olympics gave the option to look at inverted innovation and make it a new innovation, Paris was not the first, but certainly the clearest indicator and whilst we see through Channel News “Huawei Technologies has joined 564 other entities in the Paris Call“, the message is not that there are 565 players, it is that they are all looking in a similar direction whilst the none excavated the gold mine that was right behind them, a first lesson that the classics can inspire towards a new direction. Now that I see their direction I found two other fields that had not been considered to the degree it needed. Saudi Arabia is giving us Neom City, but there is a lack in one direction and now that this can be exploited we see even more options. You only had to be willing to get your hands dirty in the most literal of ways. And all this is pushed even more through the impact of the European economy. A French invention gets a new life after almost 2 centuries and we can see that there is more to be found.

Sergey Brin on Sat. morning

It is what else Harmony OS can do that will push the benefits away from the US and it will hurt Google to the smallest degree (almost inevitable), Google is just too big, but now that the equation changes, it is Google who will be chasing Huawei, so well done Trump dude, you merely made everything worse for America and I will sell to the quickest bidder and the 2.5% approach gives me the edge; the two known entities Ren Zhengfei and Papa Smurf Sergey Brin can make the investment from the small change they have in their pockets and the bait would be just too appealing for them.

Al this was confirmed and accentuated through the US Senate with: “In February, the US Senate Commerce Committee held a hearing titled “Winning the Race to 5G and the Era of Technology Innovation in the United States”, to discuss what policies are required to accelerate the deployment of 5G to keep America “competitive on the international stage”” and whilst we accept the American point of view, they forgot about two elements in the 5G field and the upper echelons of decision makers showed at that point that they were working in a dimmed room without lights, giving additional evidence that they never saw the writing on the wall and now I get to make a new voice and whilst I only am willing to trust Google or Huawei in all this, there can only be one winner and the others are merely a chaser at best, it is the price of iteration over innovation. Even as Microsoft and IBM are in denial of what they are about to lose, they do know and accept their choice. Microsoft is banking on Azure and there the hindrance of Harmony will cause a void, they were ready for Android, yet HarmonyOS is another matter and China is seeing that as another opportunity. It is there where we see the talks of Huawei with the Shanghai Blue Cloud Technology taking an additional turn, and how many players in the Paris games are banking on Azure? How many lose out when they are not ready for the 5G version 2 under HarmonyOS, it will work with Android and Azure, but suddenly we will see some accidental 10% gap (latency) and that is how the game was played and all this before my elements come into play, and they will!

The big business slammers all relying on PowerPoint presentation they are given the elements and when we see the 2023 acceleration and people cannot answer the differences because they never considered looking behind them as well as looking at the corners of their eyes, the blind corners they ignored; now they no longer have one blind spot, they suddenly have three and we get all kinds of concept promises in presentation form, all whilst the data was never that unclear from the very beginning. An issue they claimed that it was being looked at.

So here I am, having to take their shit with the option to sit at the sidelines watching them fight over options because they anticipated without comprehension, sometimes the universe gets to be nice and smile at those having to take their shit. A direct zero day exploit of the applied intent of narcissism on how good a presentation looks, whilst their data never clearly supported it.

My case of exceeding expectations towards customer satisfaction trumped some short sighted ‘Ca$h is king‘ setting, because it works at the grocer, but that part has no bearing when their minimum needs exceed he budget of 80%, it was a simple equation from the very beginning. So when we are now considering the new ‘truth’ where the Washington Post gives us less than an hour ago: ‘Weak global growth likely to mean US slowdown, not recession‘, we merely see wishful thinking in the quote “Yet most analysts expect the U.S. economy to power through the rough patch, at least in the coming months, on the strength of solid consumer spending and a resilient job market. The U.S. stock market plummeted earlier this week when the bond market, spooked by the global turmoil, sent a possible early warning sign of a recession ahead: The yield on the benchmark 10-year Treasury note slipped briefly below 2-year Treasury yields“, the article (at https://www.washingtonpost.com/business/weak-global-growth-likely-to-mean-us-slowdown-not-recession/2019/08/15/1cb8d81a-bfba-11e9-a8b0-7ed8a0d5dc5d_story.html),all whilst we see the clarity of next quarter believes linked to the next Thanksgiving and Christmas, all whilst it is Q2 2020 that makes the tequila slammer which gives the drinker the sledgehammer headache stated it was one that they never saw coming. The entire trade war is taking a new turn and when the people realise on all that the US is missing out on and therefor anyone taking that path will also learn that there is a long term price to pay and it is the markets that Google and Huawei are now staging for that brings the next stage. China has too much to gain, whilst Google will try to retain losses that they will optionally get (reduced growth is clearly a loss). Even as the impact for Google is small, losing one percent is still big news and there one percent adds to a billion plus, whilst their risk to hedge will cost them a mere 1.8% of the optional loss, it is a non-issue.

Guarantee?

There is none, but the option of a new 2% market is worth so much more than that, and it is not open to the iterative industries, innovators only, because it will be about the momentum and there is too much to gain. Consider what the 565 are looking at, whilst I focused on the group that represents up to 445,000,000 SME companies in a new 5G setting. The Olympics are merely the icing on the cake. 2020 Tokyo opens the doors more clearly but the impact is abundantly seen in Qatar 20222 and Paris 2024. And at present I see that they never looked in the places where they could be, merely where they want to be.

In the end it is one of Warren Buffett’s quotes that got me there: “the great moves are usually greeted by yawns“, thanks Warren; you were absolutely right on that part!

 

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August 7, 2019 · 12:31

The drowning swimmer

We all have the moments when we make an error, an error that requires us to re adjust views. The problem is that some people tend to be overconfident when they make that critical error. Sometimes it comes with ‘Watch this’, all whilst the public watches the person dive to death. At times it is less visible, in Australia 249 people drowned during the 2017-2018 season. The Guardian gave us in the beginning of the year: ‘Drownings in Australia up 51% on last summer after five men die on New Year’s Day‘, all because these people overestimated their abilities regarding knowledge on how the ocean reacts and overestimated their fitness and there we see that nature has no regard for stupidity, it merely takes lives, unyielding and not caring.

Sports

The earlier stage is at present important, mainly because we are about to face it in different ways as well. The Japan Times (at https://www.japantimes.co.jp/opinion/2019/08/06/commentary/japan-commentary/2020-tokyo-olympic-games-cant-rescue-japan) gives us in an opinion piece: ‘2020 Tokyo Olympic Games can’t rescue Japan‘, the writer gives us a view where the impact against the 1964 Tokyo Olympics are set. The writer is correct, the entire commerce engine, the murder truck called Olympic exposure benefit is a much larger issue and Japan cannot rely on the Olympics to give them the economic needs that they have. We accept that there will be an influx for Japan. There will be people who will attend in person that year, because it was always on their bucket list. I would be in that group if I could afford it, but that is not a realistic option for the bulk of all of us, the quality of life has regressed to the lower end of the scale for too long and for many the trip is not an option. In addition with 5G we will be able to see more, enjoy more than ever before and even if that impression is not for all, it will be for the larger group who cannot afford to make the trip. So as the writer (Fumika Mizuno) gives us: “True transformation requires confrontation with the sticky problems holding back Japan’s society, like gender inequality, lack of diversity and rigid notions of ethnic identity. No sports event can grapple with such a task“, we see partial the correctness of it all, yet we also need to consider that this is happening in a stage where digital visibility will be in the midst of an overhaul, so the Tokyo Olympics is happening just when the digital providers are shouting and screaming towards the consumer acceptance of a changed digital footprint. It also intersects with the offered “With plans for AI-powered surveillance robots and real-time 8K broadcasts delivered over 5G networks, the games are set to be a celebration of Japanese prowess in sectors the country is desperate to dominate“, in a stage where AI is nowhere near ready to the degree it needs to be by 2022, two years early whilst the entire 8K matter will be unaffordable to well over 70%, so how will that help matters? So when we see: “Addressing the labor shortage and the aging crisis in a meaningful way requires profound cultural and political shifts. Blind optimism in the power of technology even reduces the urgency of social change“, we see a stage where labour shortage is optionally replaced by technological scripted events where the high tech enablers like news casts, streaming players and awareness seekers are jumping the digital shark to capture what is needed to enable the visibility of the people in the below 70% who are missing out and none of that will be captured by Japanese firms and/or Japanese enablers, it will be up to the FAANG group to maximise that capture taking the bulk away from Japanese economy players. So not only will they miss out on the sporting parts, the stage is then set to a larger community, one that never existed in 1968 giving Japan a much larger concern and that is where the expectation of Tokyo 2020 fall short for Japan to a much larger degree. Optionally the players like Samsung and Huawei (South Korea and China) who truly will enjoy the boost that Japan (NTT Docomo) was hoping for. That part is shown in several sources when we are introduced to: “Japanese mobile operators are preparing for commercial 5G launches between March and June 2020“, Japan is nowhere near ready and that is largely because Japan started almost a year to late in all this and they are nowhere near what Huawei can offer. In that stage there is every chance that players like NTT Docomo will face almost public humiliation when they have to explain congestion and latency on a network that needed proper testing an adjustment no later than November 2019 to make it ready for the larger consumer groups, in this stage Japan could lose revenue four times over, on the loss of preparedness, on the loss of deployment, on the loss of consumer traction and on the loss of network reliability and that is not merely the workforce, it is the loss of not having a 125% workforce readiness at the time that the initial presentations of the 2020 locations and press readiness is offered. There is no way that this will be ready at present and such we see a dampened visibility as well as larger digital losses, digital losses not because it is not there, but because it will be in the hands of non-Japanese corporations. In this there is one benefit, Japan gets to show the US what happens when you enter the field not being prepared for what comes, the US will surely panic at that point (to some degree), all this could have been prevented by driving innovation over iteration and it will be shown to a global community in full view and full exploitation by others.

For centuries we have seen the slogan: “Si vis pacem, para bellum“, If you want peace, prepare for war, a known rule ignored by the technology firms who relied on iteration for too long, now we see that this is impacting a larger group. The entire global economy is set to a war theater (and has been for some time), we see it almost everywhere and now we see that a nation regarded as a front-runner in applied innovation for the longest of time is not ready. All this directly related to ‘Fortuna Eruditis Favet‘, fortune favours the prepared mind and we are shown that Japan is far from ready, all whilst their own stage was set 3 years ago. They all waited for things to fall in their laps and this was shown a few months ago in the US (thanks to Forbes magazine) with “In recent weeks several major developments affecting the roll out of 5G systems in the United States highlight the promise and the difficulties for near-term deployment of this transformative technology“, as well as “A major issue in the next few years will be the capital costs of installing the needed 5G infrastructure and software upgrades in the U.S. Effective deployment will require hundreds of thousands of new cell sites, new or upgraded connective nodes and central switches, new software and redesigned mobile devices“, the operative part being ‘in the next few years‘ (at https://www.forbes.com/sites/thomasduesterberg/2019/04/30/problems-and-prospects-for-5g-deployment-in-the-united-states) and that is just one player, Japan is seemingly in a less positive place and that is also where Huawei and Google could make additional wins if they merely look outside the box and realise that they are not in a box, but in an terrarium. It makes for all the difference and their time to act is running short. For Japan the issue is larger and more dangerous. Japan has a population of 126 million, with only 10 million in Tokyo, so even if they adjust to get Tokyo covered, they will give 7% and set a stage where 78%-93% gets to miss out on the 5G fun, how would that sell to an economic event that should have been a boost? It is there where we see just how correct Fumika Mizuno is, Japan is facing a larger issue and it is about to cost them more than they realise.

It is at this point where we see the one part that is at present not very likely to happen: “Abe will bask in praise and the people of Japan will revel in politically correct bouts of national pride. But Japanese society will be no less rigid than it was before“, I believe that within the first week of the 2020 Olympics, there will be enough 5G issues for Shinzō Abe, Prime Minister of Japan to take a backseat and make the larger people of NTT Docomo and alike to take the stage and explain the failures to the people of Japan. It is my personal beliefs that at present people like Kazuhiro Yoshizawa (CEO NTT Docomo) are trying to safe or set the stage to make a quick exit by the end of this year to avoid the consequence of having to publicly face not being a prepared mind.

For the US Tokyo 2020 is more likely than not to be a rude awakening of public technological failure. LA (Olympics 2028) will have enough time to adjust to it all and it gives a much larger rise to technological spending for the US, and it is Beijing 2022 that gives the larger rise for the US and at present China is already prepared for that, they have Huawei in their corner, yet how it all plays out is depending on a few elements, so there is momentum in several direction, yet with the underlying lack, Tokyo has a much larger issue to face and at present there is enough indication that they will not be ready in time, they overestimated what they were able to achieve and how fast their stamina could adjust to what needed to be ready, just like all those swimmers that drowned in the Pacific river, which in the end was an ocean to endure, not a river to cross.

 

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