Category Archives: Science

A name to remember

I was caught off guard today. This happens, there is no shame, there is only so much I can take notice on. Just that Firstpost is giving us a name. That name is Nirmay Teckchandani. He is 17 years old and an Emirati citizen. He created (according to Firstpost) the idea to connect coaches and players through an app that will help young football players connect with coaches all around the world. It is a subset of novel, but it makes sense and someone took the time to create that app. It can be pushed through in Cricket, Ice Hockey and numerous other sports. It reminded me of a saying “The first person that states ‘this makes sense’ is the innovator” and Nirmay Teckchandani is that person. And we see “The fascinating application is actually a solution of a problem that the teenager himself experienced. It is designed to help players far away from top coaches to learn from them without traveling to the place. The application was developed over the past year by Teckchandani.” The post (at https://www.firstpost.com/sports/football-news/kick-connect-application-uae-student-nirmay-teckchandani-13999165.html) gives us also the name ‘Kick Connect’ But it will not take long for Puck Connect, Cherry Connect (for Cricket) and so on. Gulf News (at https://gulfnews.com/gn-focus/company-news/17-year-old-uae-student-launches-kick-connect-to-open-global-opportunities-for-football-talent-1.500499817) gives us the additional “By removing the need for agents or expensive travel, Kick Connect opens the door for more players to be seen, no matter where they come from. It shifts the focus back to ability, giving young athletes a fairer shot at being discovered.” Which is everyone (except perhaps agents) will like. Its too late for me to be discovered (I am 63), but 30-40 years ago, I could have had a shot at a real position in Ice hockey. I never even considered that idea, so it is clear that the 17 year old Nirmay Teckchandani is making his fist global steps as an entrepreneur. They are always international and this one has the UAE prints clearly on him (even though he is posing in front of the University of Pennsylvania logo. Of course my reengineering elements was pushing this through to Cricket and Hockey and several other sports, so as the data added is found reliable, the agent free people have a clear shot at a top position. It doesn’t solve all problems, but the coaches in the world now get a shot at people with the budget they have. And in places where the syndication is not as clearly set (like Pelota) there is a new player in town and his setting is staging a new front. Not sure what the name is, but there is every likelihood that it could become known as the Teckchandani front. 

So even as I was caught unaware, I do recognise true innovation when it rears its head. As such I will humbly bow and say “Well done Nirmay, well done” So you all have a great day and consider the existence of innovators and see if you can spot any, because this is in what is soon called a classical field (without the AI BS) and you all enjoy this Saturday.

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The old ways

That is what I see, Iran is picking up the settings of the old ways and it is damaging (I prefer hurting) Saudi Arabia. We are given ‘Saudi Arabia Confirms Iranian Strikes on Key Assets’, ‘Saudi Arabia says oil production capacity cut, pipeline flows hit amid attack on its facilities’ as well as the Middle East Eye that gives us ‘Attack on Saudi Arabian pipeline wiped out 10 percent of kingdom’s oil export capacity’, as I see it Iran is still playing the same old game. Attack someone, cry like a baby and then propose a standstill while they rearm. I am happy I have given Saudi Arabia (the UAE as well) the weapon systems I designed for them to take out the Iranian harbours and train systems of Iran. I found a new setting for the roads, but that is a story for another day. I have been thinking of what to do about the drones. There is not a lot of information on this and I am what some might call a drone noob. But the setting is that a drone requires fly by wire settings and as I got the information that they are not using GPS (to avoid jamming) but that requires a drone to get information send back and forth with the operator. Even at minimal settings, there is a lot of information going back and forth. So then I got to think, what if we are looking at the wrong parts? 

So this is where my (uneducated) mind started to brood. That part of water is the Sea of Dammam (calling it the Persian Gulf is Iranian propaganda). So what if there is a line of drones, floating on the surface, two every three miles and that gives us a setting of strength. The floaters are operated from a point of contact, optionally upgrading their automatic settings on the fly. I reckon that these camera’s are not the greatest devices fitted with anti hacking systems. So, what if the anti drones devices are fitted with the ability to hack and freeze the screen. A drone in flight with a frozen screen becomes useless and without the GPS they will go on until they run out of energy. And that was an exercise I completed in under an hour. So, what will happen when I am no longer a noob on that subject and come to think of it, I had created a more precise drone with my assumption with the Iranian drones I thought they were (I created two stories in the past few months). But the idea of these drone stoppers, might have an interesting ploy to exploit. Beyond the screen freezers, the idea to use some form of Distributed Denial of Service (DDoS) attack to set the drone that it faces a Distributed Denial of Navigation (DDoN) attack, making the adjustments that drones faces unable to be completed. And when a floating drone is fitted with DML (Deeper Machine Learning) to give rise to adjusted attacks and float the drones with thousands of flight adjustments. OK, this was on the fly (pun intended) but the effort counts. So, how many adjustments have drone repel systems seen?

And the idea to give some IP towards the enemies of Iran and deprive Iran enough to turn them into useless cash spending individuals. Well, it is a small comfort and when the idea pans out to take down Iranian Drones, I am all for giving this IP to Saudi Arabia and the UAE to stop that Iranian setting. The events that this comes from will in the ‘assumed’ seize fire is another reason to get to Iran to fail for all of this.

So am I wrong to do this?

The short answer is no (yes takes one extra character), the setting comes with the knowledge that what ever is stopped now, will force Iran to evolve its drones, as such Israel (most likely) would need to attack the chip shipments of the Shahed drones. Should someone look into “Recent analysis (2025) of Russian Geran-2 drones indicates increased use of Chinese-made transceivers and chips (e.g., from Beijing Microelectronics Technology Institute) and Indian-made clock buffers.” Should see that these drones come with flaws. This makes my idea of nets of floating drones a solution with larger options. You see, two ‘solutions’ used to create a third one, leaves the system with flaws. Look at it like from another side as some sources “the physical, structural, or data-related “memory wall” or defects within the chip’s architecture, or the current global, supply-chain-driven shortage of memory chips (DRAM/HBM)” So what if the ‘drone downer’ solution uses these locations to embed whatever is available? These settings are used in all kinds of ways, so as these banks or memory come under attack, optional in more than one way and perhaps any other settings available. 

The setting that I am drafting here is pure speculation, but the premise seems to fit. Unless the parts used are specifically designed what is what for, the setting of my speculation would seem to hold and shape a larger failure of Iran (which is what we are aiming for) and I am optionally acquiring an additional skill. I am having a weird Friday as it seems. So when we are looking at the optional evidence we should see options. The media is trying to make things as convoluted as possible, Iran might be doing the same and the victims want this setting to be resolved. And as I stand on the side of Saudi Arabia and the UAE I have the same setting. We are in a new setting and whilst we want to overcomplicate things, we need to see that these devices might have certain ways of operating and as the are designed, using parts meant for other devices. It led me to consider settings, perhaps old settings might seem to apply. In the age of the Commodore 64 and the 8088 PC processor, there were stages where memory could bleed into the system. In the old days it was different, but today, we have self expanding memory blob (a pun and clue) and as these memory points are overloaded, there is every chance that other parts might start to flip out (read: misalign) the parts the drone require to operate above the minimum required levels to do its duty.

I am looking in places that others aren’t facing. Whatever the drone is, it is not using specified materials to make it work optimum, they are required to work with other chips and that leaves the opponents with gaps and that is where seemingly no one is looking. 

So consider these speculations the speculations of a noob with no knowledge of drones, but I believe that is the direction where we need to look so that the efficiency of these drones go down from 20% to a mere 1.5% (which is a huge win for poor poor me) and seeing Iran waste $55 million on drones that inflict $753 of damage, yay me. 

But let there be no misunderstanding. It is all speculation and speculation has the expected premise of being shot out of the water. This would be fair, because all speculation, even mine are prone to actual evidence and when that lacks the idea drowns. But it was a nice exercise into a diversion I know absolutely nothing about. Have a great day and on my next trick I will scuttle the Pentagon textual computer that is linked to Router linked to 311078802 at the PenFed Credit Union. Life can be sweet some times and I do have to stand up for my Canadian brethren (sisters too).

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Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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The solution was behind you

This is a story that comes with luggage. I raised part of this in an article I wrote (at https://lawlordtobe.com/2023/07/31/a-wild-side-to-creativity/) which I created in July 2023, so it is almost 3 years old now. I raised the setting a few times more. There was a setting that could benefit Disney and Universal, but I tonight I saw an article which gave me ‘Ackman pitches $65 billion UMG deal to move listing to US’ and things started to click in a few ways. You see, the industry (the one related to Tinsel) will require a large reset in a few years and the best way to get the concentrated benefit is to educate the young of today as they will inherit that industry the day after tomorrow. When you realise this things becomes rather simple. To give you the setting, I handed that setting in ‘A Wilde Side to Creativity’ and a few times after that. You see, the Miral Group has an option here to branch out. Consider the setting that I gave in relation to Harry Potter and a few other settings, we get the presumption that could be there tomorrow (in a desert far far away). You see, the origins were created by Macromedia and taken over by Adobe. That program got scrapped in 2013. But I believe that this might have been an error. (Perhaps a shortsighted move might be a little more appropriate). Consider the world that we have at present and the reset that is likely to come in a few years. That implies that you should train the youth off today and see if they can create the options that are needed. To explore that, you need a form of prototyping. And a program like Adobe Director might just do that. There is no doubt that it might need a little tinkering. Consider that those programs tend to be cheaper as they were made redundant. 

But I am getting ahead of myself. 

In the setting I had in mind, I had originally create a setting with stage pages and fridge magnets of characters that we know. I focussed on the HP range (about a boy with a scar) and the stages were plastified placemats (in my mind). A character was placed on point A and that character was placed on point B with a point in time and the systems creates a timeline for movement (like Flash did) for that character. Now you do the same for character 2,3 (and so on). And as we get these timelines we get an animation. Now the creator can add text balloons (or even create a soundbar), for these timepoints.

Now consider that on the stage, these ‘O’ points are places where the illustrious Harry is standing, the time dilation will create movement from the start point to the end point. So as we add characters, they will move in their own pace in a way you design it. And as such we get the first inkling of what a director is doing. Set the stage and the characters. And the text balloons will be the conversation and over time they will add voices and voice bytes to that setting and we now have a sound stage added to all this. And the fantastic point is that children can operate this. As the stages become more complex and numerous, the young entrepreneur is starting to become and think like a director, like the original Macromedia product envisioned in 1987. In those days hardware was limiting, now the hardware of a mobile is top notch, consider what the PC, Mac or Playstation even the Nintendo can become the director to be tool of choice. And as we go from real product towards online libraries, the capture becomes almost unreal. The setting that this can go from direct, towards a created MP4, the entire setting changes even more. And this is more than playing a homage to the original creators. This could be the spark that creates tomorrow’s directors, cameraman and sound people. And the Miral group could even set groups of people in one of their parts creating additional visibility to all their parks as these standings could be done almost anywhere, even in Yas Mall. An entertaining setting that will promote the future of tomorrow by the population of tomorrow. And as the libraries of characters and stages are added over time, there is every notion that we can get a whole range of new storylines and added graphics to what is now. A setting I saw over a decade ago and there is every consideration that we might see the light of new ideas by a new population of entertainers. I am not telling what they are, I am merely giving light to the tools that will bring these people into the light. And as I see it, places like Dubai Media Incorporated (DMI), Abu Dhabi Media Network (ADMN) or even Sharjah Broadcasting Authority (SBA). We can bicker over what otter’s can do (like Hollywood), but they know so well what they need to do (the giggling arrogance of them), so I am happy to hand this idea to these players in the UAE.

A simple setting that could bring options to the UAE the day after tomorrow, because to get there, the new participants need to see that they could be participants of power and that is to show them the creativity that is already in themselves. As I see it, it is the only way to get that creativity out there and perhaps they will even come up with other ideas that could bring a much stronger response. I don’t have the wisdom here, I merely have an idea that could bring forth the next generation of entertainment. And that effort matters, because if we cannot think of the next generation we are dooming ourselves. 

Have a great day.

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Who sets the stage?

That is at times and particularly now the question. Metro UK gives us ‘Sony has not choice but to release the PS6 in 2027 but it’s huge risk’, first of all, who decides this? Metro? The audience? I think it is up to Sony to decide this and I am open to a release of the PS6 at some time. But at present, my PS5 (the non-pro edition) is doing ints bit right and proper and as I see it, there is only the Nintendo that is a possible ‘threat’ and I see no reason why the Sony people cannot have a Nintendo Switch (1 or 2) next to it. I still have my PS4pro as well. Both are behaving particularly nice. So what gives? Games? The ones that are coming in 2026 are well adjusted to the PS5 and so is are the ones also facilitating to the PS4. So why would we need a PS6?

Don’t get me wrong I would be happy to have one if there are games that go way beyond the need of the PS5pro, but the only games that might (might being a stretch) get to the edge of the PS5 pro are allegedly Wolverine and optionally Horizons 3.

I imagine a setting where the PS6 could be the Horizon start tile, but I would love to see this release with the trilogy release with Zero Dawn, Frozen Wastes, Forbidden West and Burning Shores as part of this trilogy release. These would be a must for all PS6 gamers. But is that the case? Is Horizons 3 running at the edge of what is possible on the PS5pro? I doubt it, because the makers made it to run on the PS4 pro like a Swiss watch. Wolverine is still not in a golden status, as such it is possible and we see what is possible and we love it, but is it demanding a PS6?

So where does metro come with ‘Sony has no choice’? As is see it, Sony has plenty of options, especially as Microsoft dropped the bal and their balls on the gaming industry, Sony has plenty of choice so whilst wee are given “Namely, if there’s the demand businesses will produce the commodity to satisfy it and if not, they won’t (or else go under). But things are rarely that simple and Sony are its proof.” So this is called an idiots premise. The business doesn’t demand, teenagers without money desire it, that is not a demand, it is folly. And whilst we see that there are teenagers making demand, it is seemingly merely the people who trusted Microsoft for all the wrong reasons. They are not even steam deck masters. So whilst Metro needs to give a real reason (best with supporting data) there is the setting that we filter out the wannabe’s without cash, which takes care of allegedly several millions of wannabe’s.

Oh, and there is another side, whilst many are awaiting Hogwarts Legacy 2, there is every chance that this will require a non pro PS5 to run smoothly. So whilst many gamers are now looking in getting the additional Nintendo Switch 2, we see that the gaming era is changing. Now that Microsoft is likely leaving the scene, the actual gamers will focus on enlarging their focal points. Some will get a steam deck, see will add Nintendo to their domain, but the Sony domain is clear, it is set and it is in that gamers life. I have my PS5 and I am happy beyond believe. At some point I will consider the PS5pro, but at present, my PS5 is doing what it needs to do and it does it well. 

I am merely wondering if WW3 comes to town if I can still play my console if I am glowing in the dark. There is a lesson here, but I cannot see it. No matter what happens, I got Aloy to come out of the forbidden west victoriously even with the plus game requirements largely filled. So will we get a new Hogwarts? Likely but not before 2027, as such the need for a PS6 before 2028 is likely ludicrous and that makes sense. 

Consider the following timelines:
PS3 – November 2006
PS4 – November 2015
PS5 – November 2020

As such there will not be a PS6 before 2028, but there is another level and we are forgetting that. The games, we can see that the games pushed the hardware, only when we saw The last of us on PS3 did we realise that the limits of the PS3 were reached and it showed its superiority again on the PS4. Zero Dawn did the same for the PS4 in 2017 and that was proven the moment the PS5 appeared. I reckon that we will see several games that will push the PS5 (or PS5pro) to the limits. There is a chance that Wolverine will push those limits, but it is unlikely. The PS5 is just too powerful, but that doesn’t mean that Insomniac won’t reach these limits. Time will tell, and that will give us a real anticipated release date. Still the games are only part of this and the sudden chance of a war will also stop these hardware frolics from becoming reality (that and this so called fake AI). We see escalations and the demand for more and better stuff comes when limits are reached and as I personally see it, the PS5 is nowhere near these limits. These limits are not reached because some developer thinks he needs them, he get there by delivering short of where he wanted to get and that require people like Hideo Kojima flexing his muscles, only to realise that he cannot flex them any further. I this trend I have only seen Mathijs de Jonge (Guerrilla Games) and John Blackburn (Avalanche Software) get there in the last 20 years and they seemingly have not reached the limits of the PS5, so we have time. 

As I see it, Sony has choice and plenty of time. They merely need to keep the gamers on the 92.2 million PlayStation 5 happy and as I see it, we are plenty happy. The offside of the cow that influencers try to persuade there is require data and they cannot hand is data, merely conjecture (if at all). Metro UK should keep that in mind. We are happy because we get to play the games and we would like to play more games, so players like Bethesda and Ubisoft might remake some of their games for the PS5, it does help, but it would be better if they consider making games that will genuinely take us to the edge of the PS5, only then when we have these titles and we are considering that it could have gone further will we see the impending need of the PS6. 

Have a great day gaming today on whatever system you like to game on. My weekend ends in 87 minutes, darn.

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Hidden in a dream

It happened again last night, I had a tech ology dream. Now the dream could be merely speculative, but the setting of technology and the stage I used to inhabit in photography makes it eerily a path towards presumption and as I have other things on my mind I leave it to whatever innovative mind is out there to make it a reality. The dream was me in some kind of group activity and  thought is twas about me plunging my rod into the pretty girl in there (I have no idea who she is), but after a few seconds I was ‘dissuade’ into standing in the group and taking picture of the group. It was a nice twilight moment, the sun was going down and the torches out there weren’t particularly good in illuminating the group, as such a flash was required and that was when things went pear shaped. I had never seen this flash before, it had an lcd screen with the image.

But there was more, there were tabs on the screen showing the impact of the flash, so a pre-flash and a flash image, then there was a screen with white balance numbers and some numbers on setting the white degree (like candle light) with a number representing Kelvins (white levels of the flash), it was rather innovative, but here is the kicker, this flash does not yet exist. As such my mind worked out a few settings right of the bat and gave them to me, now I am returning the favour and I leave it to whomever can work with this idea (a donation to poor me would be appreciated) so far wealth has never been further away from my pocket and I might be one of the few referring to church mice as decadent rich bitches, but that is purely on me.

It felt nice to dream of new innovations. I beat the hell out of the Iranian question, although creating these weapon systems for the UAE and Saudi Arabia is making me happy too. I did my part against the Iranian aggression and I didn’t have to start a war, that was done for me. So as we are now whilst 9 news gives us ‘Trump likes to threaten withdrawing the US from NATO. But can he really do it?’ I am of a different setting, the bully can push his way around, but when we all call it quits and he has to fend for himself, the people of the United States know exactly who to thank and whilst we deny them goods and services which will now merely please the Commonwealth, the United States has himself to thank for the mess that comes their way. In the meantime, I can innovate the hell out of everything and make the Commonwealth and the Middle East the recipient of these ideas. Optionally Japan too as they might have the strongest photography base. In all these matters we can go with ‘Not to be delivered to the USA’. And don’t think of that as some kind of personal punishment, as it stands Canada, the Eu and the rest of the Commonwealth are on that same page, and this represents over 3 billion people denying their gods and services to the United States and all that tourism is now finding new shores to spend their money to.

A setting the United States did to themselves, because as I see it, the majority elected that ‘whatever he considers himself’ in power and the ones who were part of this (like Marco Rubio, Pete Hegseth and Vice President Vance) can cry all they like and they might even dismiss my setting, but as I see it, there are more than 2.5 billion others who feel the same way I do. I am just one of the few saying otherwise out loud and I am more than someone who is shouting. I am handing IP to the other parties as well, that makes me a whole lot more than the average shouter and when these ideas come to fruition, the stage of lost revenue really starts adding up and as I see it, the more the Commonwealth has, the less there is for the United States and that will also make a lot of Europeans happy. 

So whatever was hidden in a dream, I am happy to convey to you the reader and I will make sure that it is either freeware or it becomes non-America IP.

Have a great day today.

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The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

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The bellows of a mad man

That was the thought I had this morning. You see, ABC gives us an hour ago ‘Trump singles out Australia as he lashes allies on Iran war support’ which I took personally as I am Australian. The story (at https://www.abc.net.au/news/2026-03-27/donald-trump-says-australia-was-not-great-help-in-iran-war/106500752) where we see “The US president says he was “surprised” by Australia’s refusal to help the US secure the Strait of Hormuz, while again lashing out at NATO allies for their inaction. He claimed Iran was “begging” to make a deal and would face its “worst nightmare” if it didn’t agree to America’s 15-point ceasefire proposal.” This puzzled me, because on March 6th had stated that the UK ‘join wars after we’ve already won’, so why does he need help? Then he proclaims that “Iran was “begging” to make a deal”, as such it seems that no help is required. On other business, this year April fools day (April 1st) will be cancelled as President trump made every day seems like a joke (a bad one). So why does he need help and this is stuff he gave the world, so what gives?

And just a minute ago (actually 60 seconds ago), the Guardian gives us “Trump extends deadline to strike Iran energy sites Donald Trump has said he will extend his pause on his threat to attack Iran’s energy infrastructure for 10 days until 6 April, claiming that the request came from Tehran.

In a post on Truth Social, the US president claimed talks are going “very well” and repeated his attacks on the “fake news media” for reporting to the contrary (Iran has also reported to the contrary). Originally, Trump threatened last Saturday to would strike Iranian energy infrastructure if Tehran did not reopen the strait of Hormuz. Then, on Monday he said he would pause his threat for five days (until Friday), citing “very good and productive conversations” with Iran on ending the war (which Tehran dismissed as “fake news” designed to “manipulate” the oil markets). So, he’s now pushing that deadline back, again.” So, there is nothing in play? Whilst 18 minutes ago we were given “Strikes near Iran nuclear plant could trigger ‘major radiological accident’, warns IAEA chief The head of the UN nuclear watchdog has expressed “deep concern” over recent military strikes near Iran’s Bushehr nuclear power plant – and warned that any damage to the operating facility could cause a “major radiological accident affecting a large area in Iran and beyond”.

International Atomic Energy Agency (IAEA) director general Rafael Grossi reiterated his call for “maximum restraint” to avoid the risk of a nuclear accident. The most recent reported strike took place on Tuesday night, when the Atomic Energy Organization of Iran said a projectile had struck the grounds of the nuclear power plant. The IAEA previously confirmed a strike on 17 March. No damage to the plant was reported in either incident.” Which sounded odd, as the war was already won. Funny enough I had IP that could take care of the Bushehr nuclear power plant. I wrote it in 2021, on December 14th to be more exact. I did so in ‘Keeping my promise, part 1.’ (At https://lawlordtobe.com/2021/12/14/keeping-my-promise-part-1/), I even made some ‘civil’ IP available later that month to aid in the deployment and no explosives would be required. I admit that in this setting (you know, all the bombings) security would be increased. So I reckon that implementing it now might become a problem, but in stead of bombing it, my speculative mind turned the reaction into ‘kind of’ a bomb. I don’t like (or agree) with nuclear explosives, but as I saw it, I could turn all that energy back onto itself. It hasn’t been tested as there is a lack of ‘volunteering’ reactors, but to do this to Iranian and Russian reactors is OK with me (they might object though). The setting is however a little more complicated though. As we are given the words of the International Atomic Energy Agency (IAEA) director general Rafael Grossi, no one seems to be asking the question how much nuclear material does Iran actually have and how pure is this stuff, is it reactor grade of military grade? Seems like a basic question to me, even I as a non-nuclear physicist know this. 

So whilst we then take tally, we need to ascertain how much the United States has won the war, not only because he already needs $200,000,000,000, but because the Strait of Hormuz is closed and whilst (apparently) Iran is begging for a deal, we hear nothing like that from most of the media. So who did President Trump talk to, or was he talking into a mirror? And as I placed my IP online (making out freeware) I understand that I never get wealthy on this, the idea that some might just put things online (and rely on the goodness of some) I wonder where this winning streak is coming from and how delusional the governing branch of the United States has become. 

So, who is the mad man? President Trump or me? I merely state my ideas in a calm voice, he goes out on a rampage against anyone not worshipping him at the mere sight of him. That is how I see it and considering the entire Iran setting, you might agree. He has bombed Iran (with Israel) and whilst we see influencers and fake media telling is that Saudi Arabia and the UAE want to go ‘all in’ I have a few reservations against these reports. I reckon that it becomes an actual fact when we see this in the Arab News, Khaleej Times and/or Al Arabiya. At this point those are the only news sources I am willing to trust on Arabic settings. There is too much noise in all this and whilst I am exploring new IP that might give Iran a headache and hand to over to Saudi Arabia and the UAE. There is is a lull in my life. The blessed feeling of a temporary interval of quiet in my mind. I know it is trying to work things out, so I let it. It will alert me to any new ‘misgivings’ of alternate use of IP I  might be detecting in the corners of my eyes.

So have a great day to day. My plan? To optionally watch Sleepy Hollow or Donny Darko on 4K, but then I have always tried to enjoy the simple pleasures of life. Oh, and it just occurred to me, should those lying influencers be made persona non grata? They call it “self expression on the freedom of speech” lying and misrepresenting the facts to gain traction in the following you gain is still deplorable and the UAE might want to consider making these people persona-non-grata. So as this blows over, they are denied entry to the one place they all want to be, because that is going to be the reality of things. Seems like a simple setting to me. Find the evidence and deny them access and Saudi Arabia might want to go the same way. Have a good one.

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Are we really that dim?

I saw an article that the BBC put out last week. I must have missed it, because I tend to look at BBC news each day. So the article (at https://www.bbc.com/news/articles/cqj9kgxqjwjo) is giving us ‘Meta and TikTok let harmful content rise after evidence outrage drove engagement, say whistleblowers’ and here I am not really that clear why needed whistleblowers. The media has been doing this for the better part of a decade. These morning shows (what they call entertainment) are driven to push the boundaries of engagement. A carefully placed half witted word is all it takes to drive up engagement. And driven to all this is the digital dollar, because these pages also drive advertisement money for all concerned. As such it is to be expected that Meta and others (in this case TikTok) would be on that same horse. So whilst we are given “Social media giants made decisions which allowed more harmful content on people’s feeds, after internal research into their algorithms showed how outrage fuelled engagement, whistleblowers told the BBC. More than a dozen whistleblowers and insiders have laid bare how the companies took risks with safety on issues including violence, sexual blackmail and terrorism as they battled for users’ attention.” And this comes with the added “The whistleblowers who spoke to the BBC documentary, Inside the Rage Machine, offer a close-up view of how the industry responded following the explosive growth of TikTok, whose highly engaging algorithm for recommending short videos upended social media, leaving rivals scrambling to catch up. A senior Meta researcher, Matt Motyl, said the company’s competitor to TikTok, Instagram Reels, was launched in 2020 without sufficient safeguards. Internal research shared with the BBC showed comments on Reels had significantly higher prevalence of bullying and harassment, hate speech, and violence or incitement than elsewhere on Instagram.” I am not surprised and it comes with the added concerns that we aren’t being given here. You see, the word “Advertisement” isn’t given once in this article. And advertisement is driving this. Simply because advertisement is money, it is printed money that can be handed over anywhere and the second stage that the advertisement lobby is now quietly becoming a lot bigger than the NRA or the National Association of Realtors (NAR), which spent approximately $63.5 million in the USA, followed closely by the U.S. Chamber of Commerce at over $53 million. The advertisement lobby knows that they need to stand in the shadows (for now), so whilst we might think that the Association of National Advertisers (ANA), which  represents over 1,000 companies and 15,000 brands, focusing on marketing strategies and lobbying against restrictions on advertising, or the American Association of Advertising Agencies (4A’s), they represent advertising agencies, focusing on industry standards and advocacy. And there are a few more. None of them is making any sounds to the setting of these settings, because their pennies are depending on all this and these pennies when multiplied by a few billion become a serious amount of money and that money is coming in every day through engagement and flames. So at what point will we see the deeper story behind all of this?

Because at some point this lobby becomes too large to be unseated and whilst the NRA is in the United States, the advertisement lobby is working on a global setting and no-one is taking that serious. So, whilst some agencies (locally) are vetting for legality, decency, and truthfulness. The moment it crosses borders they become pretty silent.

In this I wonder when the BBC takes up that baton and takes a much harder look at what they are leaving in the dirt. What parts of all this is not being picked up by anyone? 

These are simple question, but the answers might show that there is more to all this and that is seemingly not seen.

Have a great day. 

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I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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