Category Archives: Science

October 7, 2025 · 10:14

The crunch to become

That is the setting and it remains to be seen as to where the crush will end up being. This morning I was surprised by a story in CDOTrends (at https://www.cdotrends.com/story/4729/how-agentic-analytics-replacing-bi-we-know-it) where Artyom Keydunov gives us ‘How Agentic Analytics Is Replacing BI as We Know It’ this is his view and as the co-founder and CEO of cube he is talking in his own street and that is his right. The issue with the article that it is really good, but there are some issues (from my point of view). The start is (optionally) great and with “For over two decades, the business intelligence (BI) dashboard has been the primary interface between data teams and decision-makers. These visualizations, charts, and KPIs have been invaluable tools for understanding what is happening inside a business. But in 2025, the dashboard model is showing its age. In a world where data moves at the speed of cloud transactions, connected devices, and global markets, static dashboards can no longer keep up. By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed. Business leaders want answers, not just visualizations, and they want those answers as events unfold. A new approach, driven by AI and automation, is emerging to fill this gap.” There is merely spoken truth here and he is correct, but the Dashboard was ‘thought’ of by a Business Intelligence analyst and that tends to have hidden settings as that tends to be the case and the more it is set to the BI industry it was designed for, the better that tool tends to be. So when we see “By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed” is not incorrect, but there is a time gap, we get that and the better the tool, the smaller the gap and as the designing analyst is better the more precise the tool becomes regardless of gap. So now we get to the ‘Agentic Analytics’ of the matter. It is programmed and based on the data it is trained on. Now, if this is all in-house data, that tends to be OK, but there is still the programmer and that is the culprit of the story. You see a programer is as good as the explainer hands him his data (tends to be a sales person) and that is already the issue. Sales persons are set to the blinkers then have (like pupils shaped as dollar signs) not the most eloquent setting to begin with. 

So then we get to “The static nature of dashboards has made them a bottleneck in modern analytics. They rely on the user to know what question to ask, when to ask it, and how to interpret the results. When organizations scale, the proliferation of dashboards often leads to confusion rather than clarity. A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions.” This is a truth and a half no matter how you tweak it. And the stage of “proliferation of dashboards often leads to confusion rather than clarity” is set to the organiser behind this and that tends to be a salesperson, CEO or CFO, as such money is the operative word and Agentic Analytics (AA) is set to data and clarity of collected data and upgrading this won’t make the data more clear, it merely showed how the dashboard fell short of what’s needed. So when we get to the ‘good’ part with “A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions” we see the gap in the entire AA setting. It isn’t less confusing, the tweaked set of data is likely misrepresenting what was needed in the first place and I will grant you that this is my view on the data. I have seen dozens of cases where that was the case and in some cases it was with people managing data the size of a Fortune 500 company. So as we get to the really good part, Artyom Keydunov tells us “The promise of agentic analytics depends on trust. Without robust data governance, AI-powered systems risk surfacing misleading or inconsistent insights — and worse, they might automate actions based on flawed assumptions.” This is a powerful statement, it is not the trust part, this is inherently drawn from the loyalty a firm instills, it is “they might automate actions based on flawed assumptions” you see, ‘flawed assumptions’ is the key here and it is with many dashboards and as such with AA solutions as well. That just gave me an idea (perhaps cube has this) there is a between setting where the app could have documentation in the ‘second tier’ a setting where a document cog could be embedded in the software solution that is merely accessible at the core company that made this setting. So where some see “growth margin per quarter” the hidden blockchain will refer to that setting and the documentation will set the parameters for inspection. It could be any kind of blockchain with the setting of corporation – application – sequential counter and that is documented. You see, it is not what is now that matter, but in 5 years the reality of any solution (or AA) will require revision and wouldn’t it be great that you are able to vet what was (correct or not). So, now go back to any dashboard that was designed over 10 years ago and still in use. How many will not be able to tell you what was?

A simple setting merely shown to you and perhaps in your own firm there are several others. So make of this what you want. The article is quite good and even as it is talking in the street of Cube, it shows some common grounds we all need to have before we all go the way of the Dodo because AI told us to do just that and we end up at the edge of a cliff like darling little lemmings and when we realise we are at a cliff, the lemming behind us its pushing us in the back making us fall over. Nice ride, don’t you agree?

So have a great day and for me a new coffeeshop open tomorrow, so another option to try pointing myself for the simple reason that only the once trusted coffeemaker knew how we wanted our coffee, just like the users of a dashboard now relying on some AA that we are supposed to do it their way (which might not be wrong).

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October 6, 2025 · 10:18

The light goes on

That was the setting and it is all on me. You see, when you consider the setting of a greedy billionaire ‘wannabe’ (President Donald Trump) I would be settled in the knowledge that he knows what he was doing (silly me). Yet the interview that someone had with Jen Psaki gives us a whole new ballgame and the facts she hands us might fit the premise. I use might, because she is a democrat and they have a natural fear/distrust of Republicans. So I was set on the opposing view, but as we are seeing. The way he basically destroyed American Tourism, the distrust he gave all international travelers who are unlikely to return until close to a year after he vacates the White House. The way he is dealing with the Russian setting that is going on at present and a whole range of other settings (like tariffs) and the way he made an enemy of Canada gives her explanation some credit. 

We see it in MSNBC (at https://www.msnbc.com/the-briefing-with-jen-psaki/watch/psaki-trump-may-be-too-clueless-to-understand-consequences-of-his-shutdown-249077317970) the title ‘Trump may be too clueless to understand consequences of his shutdown’ is a rather rude wake up call. And if he is apparently that clueless, is there a greed driven setting to his $500,000,000,000 Stargate project? So when we get “Jen Psaki points out examples of Donald Trump not being aware of what his own administration is doing, or of the fallout of his own actions, raising questions about whether Trump understands the political consequences of the harm he is causing the American people with his shutdown of the federal government” we are getting second thoughts on the political views that America has. Could it be this simple? And as we get this, how can Americans be safe from the dealings of some person who is clever enough to grasp 1+1, but fails the concept of 2+2? We might think this is a mere offset of 100%, but the implications are seen when we consider that 5 AI and 5 AI is not 10 AI, but goes somewhere towards 496 AI clusters, you do need the implied grasp of Near Intelligent Parsing (AI does not yet exist) and as Jen points out, there is seemingly a lack of communications in this White House administration. And that is enforced with the ABC view we were given on Saturday when we saw ‘Trump reverses $187M funding cuts for New York counterterrorism after bipartisan outcry’, the fact that New York got any cuts in the first place makes me wonder how clever that person was and $187 million is a whole mountain of money and it wasn’t that the so called New York City Police Department (NYPD), which divides the city into 78 precincts and various specialized units like Counterterrorism, Emergency Service Unit, and K-9 units, and the New York State Police (NYSP), organized into 11 troops for statewide law enforcement had a whole lot of money to begin with. That is one of the oldest police forces on the planet consisting of roughly 50,676 individuals. So did anyone get the memo how the $187 million cut was achieved? I don’t care if it was reversed, that cut could be seen as evidence that this white house isn’t fit to address milk money for the United States kindergartens. 

And all this is seemingly a day after Jen Psaki gave us ‘‘A perfect storm of ugly’: Trump’s policies are devastating U.S. farmers’ where we get “Jen Psaki reports on how Donald Trump’s trade war, combined with his weird favoritism for his international buddies like Argentine President Javier Milei, has resulted in brutal economic conditions for American farmers. Not only is Trump devastating their businesses, but Trump’s policies are hurting their living expenses and particularly their health care costs.” And that is where we get the US shutdown, the Democrats are refusing so sign anything that is cutting healthcare as it is done. Millions will end without healthcare and that is on top of the hardship given to them by decreased incomes because the tourists have been driven away. Did anyone consider the damage that 15% less tourism costs? We see that ‘generic’ $12.5B less, but the impact is a lot more. Farmers, B&B business (and all connected businesses) and that is happening in Florida, California, Nevada and New York. I got to $80B-$135B (it is hard to get a precise reading. Yet there is a chance that January will reveal somewhere around $100B and there are posts that I did not consider, so it might end up being worse. But not to fret, AI will make it all fine. That is until you realise that AI at present does not yet exist and that is where you might wonder what the $500B was used for. Some are giving the setting that it is bout mass monitoring of the people in the United States. I have no idea, but I do know that these Oracle implementations will be considered essential as they are the only one to make it work either way and as we are considering the setting that this is an essential setting no matter how it goes, consider the setting that Jen Psaki gives us with “Donald Trump not being aware of what his own administration is doing” it seems like a heartless and anti republican speech, but what we have seen gives rise to all this and considering that these ‘data centers’ are requiring power, the setting that I evoked with ‘How is this powered?’ We see a failing of media and administrations scurrying to give some excuse, all whilst that setting cannot continue without massive verification and massive power influxes and there is seemingly no sign of that. 

So what happens when someone switches the power on in these data centers and the power goes off (for the most) in Austin and San Antonio? I am just asking but the premise that Jen Psaki gives us is one that required mulling and the press is seemingly not doing that and hasn’t done that for at least a year. So what are they here for? Playing courtesan to the digital dollar?

Food for thought, so as I have had my brekky, it is time to become a nuisance again for at least 15 hours. Have a great day.

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October 5, 2025 · 15:26

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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October 4, 2025 · 16:23

The Magoo’s of media

That is the setting and as I saw an article pass by, I also saw the setting on how it affects my idea. You see, the conversation starts with ‘What Saudi Arabia’s role in the Electronic Arts buyout tells us about image, power and ‘game-washing’’ (at https://theconversation.com/what-saudi-arabias-role-in-the-electronic-arts-buyout-tells-us-about-image-power-and-game-washing-266359), you see, as I see it the ‘critics’ are always looking at tomorrows and at yesterdays news and as such they give us “The global video game industry is worth more than the film and music industries combined. But why would these buyers specifically want to buy EA, an entity that has won The Worst Company in America award twice?” And as I see it, they deserved that ‘title’ but there is an offset to all that. In my setting I saw that the world had enjoyed the Atari 800, Commodore 64, Atari ST and Commodore Amiga and in that timeframe 1985-1999 over 10,000 games were produced and when you take to top 10% you end up with 1000 games. I wrote about that a few years ago and now consider how many of that top 10% is Electronic Arts? A whole heap and the Kingdom of Saudi Arabia owns it all now. There is a reason that they paid $55,000,000,000 and they get the winning numbers. Now consider how many of them can be transferred with upgraded graphics and sounds to a new streaming system like Tencent (Amazon seemingly didn’t want to play) and they are about to set that system in over 50 million houses (in past one) and that is one of the three pillars dealt with. The others have no IP protection and can be altered to a minimum setting to be valid IP. That is what the conversation is seemingly not considering. And they are painting it with “Video game publisher Electronic Arts (EA), one of the biggest video game companies in the world behind games such as The Sims and Battlefield, has been sold to a consortium of buyers for US$55 billion (about A$83 billion). It is potentially the largest-ever buyout funded by private equity firms. Not AI, nor mining or banking, but video games.” And that is the ballpark, it isn’t about AI where everyone is acing to proclaim that they have the winning combination (I reckon only to disappoint their ‘customers’) but the three pronged  solution that is out to give the Kingdom of Saudi Arabia the winning setting is about to align the Islamic world in a new world never seen before and everyone is looking around for what should have been on their visors. And I warned them even before I wrote ‘The second confirmation’ which I did on November 5th 2023 (at https://lawlordtobe.com/2023/11/05/the-second-confirmation/) I said so at least a dozen times that Google and Amazon were that much asleep leaving billions on the floor (no one cares about Microsoft) and now the Kingdom of Saudi Arabia is getting that setting done. Alas, I might not get anything (I tried to sell the idea to the Kingdom Holdings), but my small giggle is to show Amazon and Google how they deserted billions in revenue, so any ‘sales person’ who tells me that I am seeing it wrong, I get to show them, how they openly left billions on the floor and someone will pick it up at some point and it seems that this moment is now. 

So whilst we are given “The consortium will purchase all of the publicly traded company’s shares, making it private. But while the consortium and EA’s shareholders will likely be celebrating – each share was valued at US$210, representing a 25% premium – it’s not all good news.

PIF acquiring EA raises concerns about possible “game-washing”, and less than ideal future business practices.” By The Conversation we see a different part. It isn’t game-washing. It is a proper developed gaming option that the world left behind because it isn’t AI. So when AI gets the umpteenth class action on how AI wasn’t and as those engineers were seemingly held to account, Saudi Arabia has another setting of making up to 15-20 billion a years and that is what others left on the floor (it is only about 6 billion in phase one). So whilst those people come with complain and cry about the setting of micro transactions. The setting of “Micro transactions are small amounts of money paid to access, or potentially access, in-game items or currency. Over time, they can add up to a lot of money, and have even been linked to the creation of problem gambling behaviors. Unsurprisingly, they are not popular among players.” They could have just ben cast aside and added as freeware. It is all revenue of the kingdom and greed is frowned upon in Islamic nations. As such they can be cast aside and just for reference. There were hundreds of thousands of fans looking forward to a revamped Dungeon Keeper and cast aside when micro transactions were introduced. Now this setting (without micro transactions) could be released gaining that solutions hundred of thousands of fans. And that is merely one example of many. 

So whilst the Conversation and others are on the ‘laundry’ list, the Kingdom of Saudi Arabia is simply setting a new platform for over 800,000,000 customers and set a new setting towards the Islamic world, optionally slicing the options for Facebook and others (like Google) to gain advertisement revenue, because when you get access to 20% of the planetary population, you can hand them what they want to do, not what your advertisers want you to do. You see, in Saudi Arabia “The CITC in conjunction with the General Authority for Media Regulation (GAMR), requires advertisers to submit campaigns and media to this regulatory body for approval before broadcasting, digital or offline display. In order to avoid rejected campaigns, marketers must be familiar with the key Islamic guidelines governing advertising content, including religious restrictions on alcohol, pork, gender portrayal, modesty, and symbols.” And that gets American and European advertisers into problems and that is how they are shut out. There is another body managing this, but I forgot the details. What happens is that there is a place where the setting is islamic and I had the additional setting of what I call ‘Tomes of information’ and through that Saudi Arabia gets visibility through and from Pakistan, Bangladesh, Egypt and Indonesia. Setting the advertisement losses close to a billion viewers. That is what Saudi Arabia now gained. 

As as I see it, it is not about image, power or ‘game-washing’. It is a business decision that gets to unite the islamic world in more ways then one and alas, I seemingly am missing out, but I get to hold it over the heads of Amazon and Google for nearly all time. What a lovely feeling. 

Have a great day this Saturday (Vancouver is joining us in 30 minutes) and consider what running in a rat-race is not giving you. I merely looked in a different direction and saw billions. What can you see when you put your mind to it (and optionally clean your glasses)?

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October 3, 2025 · 02:02

See Tea or else

Yes, I promised you a story full of intrigue, filled with bad Jedi and happy Sith only 20 hours ago. And here it comes (I’m watching Star Wars episode 2 at the moment). You see, there is a setting where we can watch the unfolding of what some laughingly call ‘Artificial Intelligence’ (it would be if it was designed by the CIA, but the American Administration is now in shutdown). To get there there are three parts. 

In part 1 we look at the ‘disinformation’ and here we see the parts that do not match. You see, Dab Mashed potatoes with unions were discontinued in both Coles and Woolworths. The IGA still has it as I was able to verify in person (I had to travel to Summer Hill for that). So this is part 1.

Now we get to the slightly better stuff. You see, some might think that combining DML with Predictive Analytics (some think it is AI) is a solution. You merely set this in a massive database and voila (a theatrical of ‘here it is’) and that was that. This is merely my version of what I think it is happening. 

You merely set the model on all the articles you have and you take settings of ‘minimum order size’ ‘estimated margin per item’ and a few other things and there you have a matrix showing the items that just don’t make the cut for your ‘predicted margin of profit’ model and they are ‘discontinued’. And it goes on for nearly all retail models, and it might be a consideration that this is a speculated idea of why PM Albanese invited Lulu into the mix against Coles, Woolworths, IGA and Aldi. I have no data on this, but I reckon it might be a reason that it stops the DML/Predictive Analytics madness. You see, there is a setting that it is folly to get any customer 100% happy (it really is), so these giants are heading for a mere 90% and they throw out the least margin articles out of their consideration, but there is a flaw, thrown out 10 articles is a start, but that leaves one less at 90% and 9 less at 1%, as such you have a base of 81%, so now we are off to the races. And as there is no substitute for added pressures, Lulu gets invited to Australia (in case the others went the way of the dodo, I meant Coles and Woolworths). There is no supporting evidence, so this is (highly) speculative. But there is another setting. You see, this solution requires programming skills and that is where ‘Accenture plans to boot staff it can’t train to use AI, 12,000 already culled’ comes in. This solution will require hundreds, if not thousands of people being reskilled and places like Accenture cannot do that, unless they trim the staff they have in several places. And 12,000 were ‘culled’ because it hinders their bottom line. To support this I give the following thoughts ‘What time was taken to assess a person whether he/she could be re-skilled?’ Who had the knowledge to assess this and what time frame was developed here? If this goes through it will mean a lot of engineers will be required in a short term setting.

And I merely used the Deb potato mash as an example, but what happens when it this pattern is released on pharmacy or other items? So whilst we might think that Accenture is dabbling in greed, the plain setting is that this is the direction that commerce is driving itself into. 

And this setting is about to be set on unverified data. Consider that Gemini AI had it wrong on Coles and Woolworths (see image), so what else did they get wrong and when that data is unverified how will the Predictive Analytics work with any level of accuracy? Mere simple questions at the top of my mind. And that was the setting of that ‘so called’ AI. 

Now, the setting is that parts of this are speculation, but does this make it wrong? It might be unverified, but the setting of the 12,000 culled into joblessness is recorded all over the media, and it is for the reason of ‘reskilling’ but what makes it impossible to reskill a person? As I see it, it is merely time and that is as I see it, time Accenture seemingly doesn’t have. And the setting of DML and Predictive Analytics? I see that as a limit towards viable data and that is the setting that plenty are ignoring. Some will ‘embrace’ the customer telling them that their data is awesome, but that is the second folly in this. Most of them are merely at the tally stage and their systems tend to come from legacy data, implying it is filled with holes and holes of non-data.

So think of this what you want, but the larger setting is about limiting YOUR ability to choose because it affects THEIR profit margins. Come to think of it, when was the last time you saw Sarsaparilla on the shelves of your supermarket? I remember a few years back there was Black knight licorice, where did that go? So think of all the things you liked and it is no longer there, why is that? Some are unviable as they cater to hundred of thousands of customers and they need to ‘adjust’ their stock accordingly. But what was denied to you? And the setting of adding predictive analytics to their profit mix is only making that worse for you. So what about part 3? Well that is where you the consumer comes in, it is what defines you, not what ‘their’ unverified data says you are. 

So have a think about what you are about to lose and have a great day and enjoy your next coffee, if only to force you to their brand of Nescafe.

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October 1, 2025 · 06:31

The Delphi setting

That is always merely a breath away. At some point the decline of Oracle became a setting and the looting of the place by the Byzantine Constantine the Great contributed to the Demise of this place. But for the most part I have never heard that Oracle became a non issue. It always struck me weird that this never happened. Even today most of us call the givings of the gods ludicrous, or perhaps better as the Catholics might say sacrilege. Yet the power of the Oracle of Delphi has seemingly never waned to zero. 

This is the thought I had today as yesterday the news of Oracle was pushed to the core (mostly at Yahoo Finance) with all kinds of messages. We start with ‘Oracle (ORCL) Initiated at Sell by Rothschild Redburn, $175 Price Target Set’ and it is followed by “According to the firm, the market is materially overestimating the value of Oracle’s contracted cloud revenues. In big, single-tenant, large-scale deployments, the company acts more like a financier than a cloud provider, “with economics far removed from the model investors prize.”” As well as “Oracle’s five-year cloud revenue guidance is equal to $60B in value. This reflects that the market is already pricing in a “risky blue-sky scenario that is unlikely to materialize.”” My first issue is “Why?” You see, even as I do not trust (or believe) AI, its foundations is set on data as it always was set. Data is the holy grail of AI that much is certain and it will proceed to be for decades to come. So, who will you trust with your data? Microsoft with its Azure? As I see it Microsoft can’t see real innovation through the brushes of their own proclaimed innovation and as hackers proclaim that Israel is storing a particular form of its ‘defense’ data in Azure, there might be a security issue as well and that is a total blocker. There are good data solutions in Google, IBM and Amazon, but they all consider Oracle to be the Rolls Royce of data carriers. Then we get the next setting of ‘Nvidia And Oracle Headline 7 Promising Stocks With Mojo: Analysts’ and as they give us “What’s especially impressive is that these stocks are already up 30% or more this year. That blows away the 12.9% gain by the S&P 500 this year. So these are the big winners Wall Street still has high hopes for.” As such we see that in spite of all the stupidities the American political engine performs these two are kind of hot and it makes sense that they are, even if I have some reservations, there was never a doubt that Oracle could grow through it. Making the Statement from Rothschild debatable and me without economic degrees calling Rothschild on this is better then sex (even if Olivia Wilde would call on me in the next hour calling me a fucking tool, this is followed by a rather loud giggle by me). So when we get to ‘Why Oracle’s Cloud Computing Deals With Meta Platforms and OpenAI Make The “Ten Titans” Growth Stock a Top Buy Now’ A setting that the Motley Crew gives us (what do they know of IT?). We are given “the company announced plans to increase Oracle Cloud Infrastructure (OCI) revenue by more than 14-fold in five years. But that news proved to be just one splash amid a sea of waves. Reports indicate that Oracle and Meta Platforms are in talks on a $20 billion cloud computing deal. And Oracle and OpenAI are building on their $300 billion partnership with the rollout of five new data centers custom-built for artificial intelligence (AI).” No matter where they are, a setting of a 1400% revenue growth in 5 years is massive, unbelievable massive. Now, no matter how this turns, the one day lightbulb who believe in their AI settings will have to invest the money to make it work and that is the beginning of a setting where Oracle wins, no matter how that turns out. As such the AI wannabe’s are fueling the increase and funding the foundations of these data centers. And we are given “Google Cloud serve a variety of general compute customers. However, Oracle’s data centers are specifically designed for AI.

Oracle is a good example of why lacking a first-mover advantage isn’t a deal-breaker. Oracle’s data centers are newer and faster. And it’s bringing over 70 of them online in just a few years, which is why it expects OCI growth to reach an inflection point in fiscal 2027.” I reckon that it will serve several purposes, but it is more AI set than other centers. Although I have no real idea where Amazon and IBM stand. I reckon that Oracle could cater to the needs of Snowflake and allow its customers to grow their needs and it will do so a lot better than being a little IT guy Azure blue with questions. I saw the need for applications in the lost and found section that could grow adaptation by nearly all airports and when you are in, you are in. I reckon that Interworks should talk to adaptation Snowflake through Oracle, but that is just me.

Then we get an article that matters (at least it seems to). We are given ‘Analyst Says Oracle (ORCL) Deal With OpenAI is ‘Very Risky’ – ‘Not a Customer That Can Pay Their Obligations’’ and I see “One is if you go back to the transcripts from Oracle Corp (NYSE:ORCL) for the last few quarters, you’ll see that it’s not just the last deal from OpenAI that increased their backlog. It’s actually been several quarters where it’s really OpenAI that’s been driving all of this. Having that is the only thing that’s added value to Oracle Corp (NYSE:ORCL) is very risky. That’s not a customer that can pay all their obligations. They’re double, triple booking, maybe quadruple booking capacity. They will not be able to live to those obligations. So if you’re adding $400 billion of market cap to Oracle Corp (NYSE:ORCL) based on that, I think we should revisit the math.” OK, I am in (not knowing the math he talks about), and we see “OpenAI is expected to burn about $115 billion over the next four years and is not projected to be profitable until 2030. Even after Nvidia’s latest $100 billion investment by Nvidia, OpenAI will likely need to raise over $200 billion in total funding to cover its commitments. Some analysts believe Oracle may need to borrow tens of billions to build enough data centers for the deal.” OK, that sounds fair, but some seem to forget that Larry Ellison is worth 344,000 million (sounds much better then 344 billion) as such he can get those numbers without any question. And if he is right he will triple his value overnight as these data centers come online. And that is when the article shoots itself in the foot. They do it by giving us “While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.” You see, no matter how great the idea is, it will still need data and Oracle is the best. They can side with fast talking sales people at Azure and see their projects fumble and watch delay after delay happen. As those promising returns fall to ash you can contemplate your choices. That being said, any AI idea is temporary at best, as such the investment in an Oracle engine seems a much better setting and these people have been in data for decades. As such I see the value and the foundation of Oracle, even if some do not or question the setting of Oracle. 

I wonder how Pythia sees my predictions and even as I am called ‘duly’ to serve Apollo (I serve Lord Hades in all things) the foundation of predictions is seemingly driven by personal insights and I have been at the foundations of data going back to 1982 so I do feel I am on the right track.

Have a great day and don’t forget to chew your laurel leaves, whether you are about to enjoy a coffee or not. Oh, get your coffee quick, the US government shuts down in 7.5 hours.

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September 27, 2025 · 22:56

So you know

I was about to bitch about something (I will after this), other news hit me. The new just gave me “Trump’s Energy Department warns that Americans could face 800 hours of blackout by 2030” I am not sure that it will be this much, but I warned for this as early as the story I published in February 6th 2023 called ‘When is a car battery not one?’ (At https://lawlordtobe.com/2023/02/06/when-is-a-car-battery-not-one/) And I did so several times. So when I saw this I had to giggle. Some people are catching up and I saw it over 2 years ago. Now there is the use of ‘could’ so it might be less, but the setting came BEFORE all the AI crap we see here, with these data centers taking up massive amounts of energy. The solution was to embrace the solutions Elon Musk already had and to do so before others buy all the batteries in the land. As such I feel kinda vindicated. Feel free to read up on my blog and you will see that I have been saying that these dangers were clear long before 2023. Elon Musk had the solution but no one took me seriously. So now as we see that in 4 years we speculatively see America has one month energy free is a little unsettling and I feel nothing. I warned others and no one took me seriously. Happy me, downer for them.

But now we go to the thing that upset me. The article was given by someone I will not mention here. But there was a Variety article (at https://variety.com/2025/politics/global/marc-maron-human-rights-riyadh-comedy-festival-1236530044/) at ‘Marc Maron and Shane Gillis Slam Riyadh Comedy Festival as Bill Burr, Kevin Hart, Pete Davidson Set to Perform in Saudi Arabia: ‘From the Folks That Brought You 9/11’’ where we see “Saudi Arabia’s upcoming Riyadh Comedy Festival is drawing controversy with several U.S. comedians blasting the star-studded event and Human Rights Watch asking participating artists to “request a meeting about Saudi Arabia’s human rights crisis,” the org. said in a statement. “The seventh anniversary of Jamal Khashoggi’s brutal murder is no laughing matter, and comedians receiving hefty sums from Saudi authorities shouldn’t be silent on prohibited topics in Saudi like human rights or free speech,” said Joey Shea, Saudi Arabia researcher at Human Rights Watch.” So I would like to make a deal with Joey Shea. Either he presents ACTUAL evidence or he shuts his fucking mouth (read: keyboard), Forever. I have gone over this for over 4 years and I have had it with the stupid Islamophobes, Or perhaps better, we ask Saudi Arabia to stop shipping oil to America and sell it to other parties. I wonder how long America will be able to stay afloat. I am sick or reposting that same lacking evidence from UN Essay writer Eggy Calamari. I think it is great that comedians get to ship their version of speaking to Saudi Arabia. I would like to have seen a share of English, Australian and Canadian comedians, but that is up to whomever is arranging this upcoming Riyadh Comedy Festival. I was always partial to the humor of Jimmy Carr, but that is me. 

So as we are setting these two issue and the second one was countered in ‘That was easy!’ (at https://lawlordtobe.com/2021/02/27/that-was-easy/) And I countered a document from the United Nation. So there.

This is the setting we are seeing and there is plenty of polarization on both sides of the isle. I cannot figure out where the hatred is coming from, but it is a massive issue as I personally see it. Lets be clear. I am not saying the man is guilty or innocent. But as I see it, the law is clear. Guilt must be established and that was never done. Moreover, I saw several loose markers in that document and that is how I see it, as such the remark “I mean, the same guy that’s gonna pay them is the same guy that paid that guy to bone-saw Jamal Khashoggi and put him in a fucking suitcase. But don’t let that stop the yucks, it’s gonna be a good time!” From Marc Maron and for him I have the same message. Hand over the evidence, or shut the fuck up. 

OK, it might be a little eras, but I get too many of these ‘claim’ whilst there is no evidence. In the men time the speculative setting of that he had taken his 19 year old mistress to Bora Bora was never investigated either. So what gives? 

And that is merely the beginning, but the idea that one month a year there is no electricity in America is a kinda joyful setting. The idea that Americans one month a year will need to find another way to spend the time. In the meantime the rest of the world will mostly continue as is. How is that for the most advanced nation in the world? 

Have a great day and I apologise for being a little direct today. 

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September 26, 2025 · 15:44

That one idea

This is not about me, this is about someone else. I watched a presentation in the STUG (Snowflake Technical User Group) and I was pretty much blown away. Yes, I don’t suddenly believe in AI, the only AI reference is by Alan Turing and this is not it. It is however an excellent example of what great DML and LLM can achieve and this is one of those ideas. They took on what takes months in an airport and with pictures and little programming they did in seconds what Airports take (optionally) days, if not months to achieve. This program did in minutes optionally seconds the same. That is a massive manpower saving. So, some will not care. Others will think ‘meh’ but I reckon that Dubai going towards 100,000,000 annual travelers will have another take on this. Then we get Abu Dhabi, Riyadh, Jeddah and from there, the sky is pretty literally the limit. As I see it, this will be a required software enhancement in any airport with well over 25 million visitors and from there we get the little people like Translations, London Waterloo for one. You see, there is an applause to come. I watched a great idea come alive in this world and I reckon that any transport person alive will see the resources squandered in lost and found parlors. This is a massive step in resolving that setting. Optionally it will resolve at least one nightmare that Sheikh Ahmed bin Saeed Al Maktoum is having.

So as Roger Garcia (Interworks) I was seeing greatness come alive. I reckon that he should pick up the phone and offer the solution to Dubai Airport (and I told him that). Dubai International Airport is as per 2024 the busiest airport on the planet. Last year that airport handled over 92 million passengers, over 2.2 million tonnes of cargo and registered over 440,000 aircraft movements. And they are expected to surpass the 100 million passengers this year. So what do you think that lost and found department has to deal with? 

Spread over an area of 2,900 hectares it will have to deal with a lost item of two (or three) every minute and that amounts to 172,800 lost items a day. (259,200 if three items a second are lost) and that is merely per day, so when we take the conservative number we 63,072,000 a year. OK, that might be a bit much, but set this to 25 million items per year, this solution is giving that airport a real breath of air and there are 40,000 airports in the world, the setting is easily seen. OK, only 10,000 are served by commercial airlines as such there is a little less to go for, but when did you last see a solution applicable to even 1,000 customers? That this is 1,000% more. So when I said that Javier Garcia brought a global solution to bare, I am not kidding. We see the larger players (Dubai, Heathrow, Istanbul) and a few others. That solution is offering real solutions in real time and this solution was shown to me. It also gives a rise to Snowflake and its global options. One application is all it needs to get global recognition in fields it never considered before and I saw in on September 25th 2025. 

These are the moments you live for. It isn’t merely what IP I bring to the world. It is recognizing when others do so too. Have a great day today and soon your lost item might be returned to you the same day you lost it. (That solutions doesn’t process life people, so you can still safely lose your mother in law).

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September 24, 2025 · 05:01

The overlook factor

That is all on me. Or basically better stated, there were other factors in place. First there was the Amazon Luna, the setting was open to them, but like Google, Amazon left billions on the floor. So I moved on, hoping that Kingdom Holding would buy the Google Stadia to further their own capital and throughput to their community. But that didn’t happen either. To see this setting we need to take a step back and look why the Google Stadia ‘failed’. The published ‘works’ give us:

Google Stadia failed due to a combination of a flawed business model, insufficient exclusive games, and poor marketing. Gamers were hesitant to purchase games on a new platform with an uncertain future, especially when compared to established alternatives like Xbox Game Pass. The inconsistent technical performance and the closure of Google’s own game development studios further eroded user confidence, leading to the platform’s shutdown in January 2023. 

In addition we are given:

1. Business Model & Pricing:
Confusing Model: Stadia was both a subscription service and a game store, which confused potential users about what they were getting and how to pay. This could be easily fixed. In my ‘oversimplified model’ I set the idea to an annual setting of $90 dollars, or $9.99 a month, first two months free to counter the purchase of the Stadia. In this setting I am foreseeing an initial annual revenue of $2-$3 billion, after that (during phase 1) the revenue would top up to about $6 billion.
High Purchase Prices: Unlike competitors, Stadia required users to purchase games outright, which was a hard sell for a platform that didn’t have a console.  This item falls away at present.

2. Lack of Exclusive Content: 
Few “Killer” Games: Stadia failed to attract users with a strong lineup of exclusive, must-have games that would justify switching from competing platforms. The stadia will not be competing, it goes in another direction. It still have games, but is part of a tripod of services, as such it has another direction.

3. Marketing & User Adoption:
Poor Marketing: Many people, even within Google, were unaware of Stadia. The marketing efforts were misdirected and did not resonate with potential users. This is easily fixed, the setup allows for a population of 50,000,000 users and there is a business part that will show to be transparent.
Unclear Target Audience: The platform’s target audience was not well-defined, leading to confusion about its purpose and value proposition. I solved that from basically day one.

4. Technical Issues: 
Connection & Latency Problems: While cloud gaming is dependent on internet speeds, some users experienced technical issues, including frustrating delays and sudden crashes, even with good connections. This might be a problem, But if Amazon could fix it, so could Google, were the right settings set in motion? Also, the premise of the Stadia changes, as such some games will not have latencies, only games like Epic Games depend on this.

5. Google’s Priorities & Image:
Lack of Long-Term Commitment: Google’s history of abandoning projects further damaged trust in Stadia, especially after its closure was announced. Optionally no longer a problem.

Unrealistic Expectations: Google reportedly had very high expectations for Stadia from the outset, expecting a scale similar to the Play Store, which may have been unrealistic for the nascent cloud gaming market. This is on Google, the setting changes and as such so does the expectation of things. I expected up to $6,000,000,000 in annual revenue in phase one, after that it could go up to $15,000,000,000 annually, that is a lot better that Microsoft EVER achieved.

Some call me stupid, some call me a dreamer (I might be the latter) but as I see all the tech firms rely on their AI, all whilst Huawei is about to make a move with cheaper options. They are likely to get billions of consumers (1.4 billion in China alone) and as Huawei is pushing through several ides that make Apple and others nervous, they could end up with a massive chunk of it. In the meantime I looked elsewhere and I see the stadia hiding for its own population and there is a chance that China might become one of them, although partnership with Tencent is much more likely. And my idea opens up the Ubisoft schooling setting (I wrote about it a few times) on the stadia as well. 

A setting of $6,000,000,000 is there for Google to activate, they already have the hardware and one of the tripod elements in place. One required Unreal Engine 5 (I don’t know if the stadia can cater to that app need) but that is the setting several left on the floor (and I am not in favor of Microsoft picking up this idea).

So am I a dreamer or are the Tech giants running like Greyhounds after the AI bunny in a spinning retrace? I leave it up to you to decide. But as I see it Google overlooked a massive optional population and now as the game is about to change, Tencent might actually become the winner of that tally. Have a great day and enjoy the coffee this morning.

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September 22, 2025 · 11:43

Wrong premise

That is what I see when I get the news from CBC at present. There are two articles in play. The first one (at https://www.cbc.ca/news/politics/canada-big-step-back-from-us-data-1.7637651) where we see ‘Canadians are taking a big step back from the U.S. — and here’s the data to prove it’ giving us the settings around American travel and goods. What was a little surprise that export to the UK had risen over 60%. With “Canadian exports to the U.S. have dropped off while those to non-U.S. foreign countries have surged — a pattern that could accelerate further as the government races to cut new trade deals and help businesses capitalize on the ones that have already been signed.” And as I see it, this setting will merely increase when Canada starts infringing on American exports to Australia by setting a stronger vibe towards Canadian Tire. And I reckon that Simons could make a decent entry into Sydney and Melbourne as well. 

You see the entire commonwealth is fed up with the White House and its [CENSORED] whatever. He might have thought that he was making pointers by slapping the ABC reporter around asking valid questions in the UK, but the answer was not accepted and we have an issue with bully tactics. 

So as the US Ambassador to Canada Pete Hoekstra thinks (at https://www.cbc.ca/news/politics/us-ambassador-to-canada-disappointed-anti-american-campaign-1.7637534) that the setting of “The U.S. ambassador to Canada is expressing frustration over the anti-American sentiment he sees in this country, including from politicians, after U.S. President Donald Trump hit most of the world with tariffs.” Which might have caused concern with Mexico (not his bother), United Kingdom (not his bother), Australia (not his bother) and the EU (not his bother either). The thing that is in his plate are the 51st state mentions. That got the Canadians in an uproar and for the most other Commonwealth nations as well. There is no mention of that from him, is there. I get it. He is the American Ambassador to Canada and he doesn’t want to acknowledge the failings of his own government. He is all about calling waves, but the fact that he is unsuccessful, is due to the larger failing of his own government. So as we get “Hoekstra said Prime Minister Mark Carney’s remark in the House of Commons on Monday that Canada currently has “the best deal with the U.S. worldwide right now” has helped “take the tone and tenor of the debate down.”” Is merely the beginning of a new chapter. The old chapter is now done for and Canada will seek other venues for their goods, as such Mexico and the Commonwealth are larger allies Canada can count on. There is also the setting of the EU and optionally Saudi Arabia and the UAE. You see, it is time for Canada to seek out the revenue spending nations (Saudi Arabia and the UAE). There might be a larger audience for the CG634 currently in use in Canada and the Ukraine (the last one die to donations by Canada) as such there is ample evidence that these helmets hold up in battle. And there is more Canadian hardware that could be sold to both Saudi Arabia and the UAE. And as Canada is developing technology to counter hypersonic missiles. There is every chance that Saudi Arabia might be up for a new trade partner, if only not to be dependent on China, replacing China with America gives them a similar dependency and there Canada (Aussies too) might be a willing trade partner. And again America is seeing the short end of that trade deal and it pays for Canada to seek visibility of Canadian Tire to whatever either Saudi Arabia and the UAE have. All options that are out in the open. 

The wrong premise is not that we are sick and tired of America (optionally that too), but when. America collapses, which is not that far away at present we all need alternatives and seeking them out now is merely good business. And in light of the disaster that Disney unfolded, there is a definite chance that there are options in tourism too in Yas Island and in Jeddah too. A 3.2 million population in the Mecca province is likely to need all kinds of entertainment and as the banning of Jimmy Kimmel is said to have cost Disney a simple $3,800,000,000 there is every chance that Disney needs to tighten the belt as of this year. All settings that the American Administration called on the world and the world is answering by looking for goods elsewhere. 

So as I see it the premise we see is incorrect, everyone has had enough of the tantrums of an American Administration that can’t get his head in the game and as everyone in the Business Intelligence can tell you, loyalty was a 1960 term that cannot hold up, not after 50 years.

Have a great day today this Monday, but not to fret, Friday is merely 4 days away now.

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