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 · 21:23

Falling Cards 

That is what happens when you piss of a gamer. And the setting that we see is given to us by the BBC. The story (at https://www.bbc.com/news/articles/ckgepkwpkg4o) gives us ‘Xbox Game Pass price increase angers players’ where we see “The company announced that the most popular tier of its Netflix-style video games system – available to PC and Xbox players – would rise by more than 50% from £14.99 to £22.99 per month.” That implies that the Game Pass is setting a gamer back to £276 per year. An annual fee of £276? That’s A$565 that comes down to a PS5 console a year. So what is the issue of pricing ones self out of a market? The Xbox is well over A$700, but this is starting to look ridiculous. The setting of Game Pass was pretty brilliant, but as it is showing to be a new form of gaming suicide. We are given “Reacting on social media, loads of fans said they had cancelled their Game Pass subscriptions, with some reporting the service’s cancellation page had crashed due to demand. BBC Newsbeat has asked Microsoft if the outage was linked to a surge in visits.” And in other news we were given “Ultimate – the most expensive tier – allows players to access new games from Microsoft-owned studios on the day of their release. These titles, which include series like Call of Duty, can retail for about £70 if purchased individually. As part of the changes, blockbuster games including Hogwarts Legacy and various Assassin’s Creed entries have been added to the Game Pass library. Microsoft said the new system would “offer more flexibility, choice, and value to all players”. But not everyone sees it that way.” I reckon that pretty much no one would see it that way (except for Microsoft sycophants). Consider that most people buy 1-3 games (to own) for about £200, as such the £76 to play ‘all’ the games? With what is released on Microsoft systems? There is still some appeal if you have both the PC and the Xbox, but I partially fail to see that. 

And there is another setting. You see, Activision was bought for $100 billion. And a few others for a lot less, but the setting is that Microsoft needs to make at least $4 billion to just pay for the interest and that is no longer happening and it is a lot less likely with these changes. Microsoft will be bleeding money for decades because of this. And as some are dropping Microsoft (Denmark and Austria) there will be a much larger setting that Microsoft needs to move on. I never saw the particulars, but I saw this and I saw the implosion within Microsoft at the end of 2026 and that is seemingly happening at this very moment. The fact that “the service’s cancellation page had crashed due to demand” is setting the shift out of gaming for Microsoft, because if that system cannot meet demands, there is a chance that millions might be dropping that system, good news for Sone and Nintendo. Gamers need their space and these two remain. I had seen a new system with a starting set of 50 million subscribers and that is now looking very appealing to the new players Amazon and the Kingdom Holdings. I reckon that renewed contact might become essential. 

As I see it, Microsoft eyes on their ‘price’ became too big and now they end up with a nearly empty eggshell. 

So how much of this is set in stone? I reckon that the pressure of the borrowed $100 billion is driving the upper echelons of Microsoft nearly insane, they bought into this and now their bottom line is drained (as I see it) and that is perhaps the saddest thing of all. Their setting that Don Mattrick started in 2013 would be the undoing of Microsoft, after the run they had with the XBOX360, they threw it all away. more than that. Fable was really big and after Fable III, Fable 4 was announced, then delayed and delayed which is now set to 2026. Chances are that this too will be canceled. An Amazing setting that started in 2004 saw massive flocking by the RPG community, then Fable 2 and Fable 3 (2010) and the people were sold on the Fable story and it was quite a story, but some come in and likely state that it could be bigger, and bigger and now it is as I see it gone, because if the Xbox community vanishes, the need for that game vanishes. The PC world alone will not maintain it. So as I see it the cards for Microsoft are falling and not in a good place. This is exactly why I put some of my Gaming IP out there for non-Microsoft developers. As I saw it, they could grow and whilst I am not a programmer, I do see gaming as the power it is. It can invigorate people in many ways. And now as Microsoft is about to fail, if they took up the setting of the games I offered, they could set out their new terrain in gaming. There is still Bethesda, but as I see it, it is part of Microsoft and as such their games get delays too and the new players will get to carve their name in stone in the vacant places of that stone. 

So whilst we see “Microsoft Gaming revenue was $5.5 billion” And that is great, but the Nintendo revenue is set to be approximately $13.1 billion, as such Microsoft is a mere small fish in gaming, no matter how they slice it. And others are about to carve up a piece of Microsoft in the process. Because Microsoft still has to deal with the $100,000,000,000 invoice. So where will this money come from? And whilst their arsenal of gaming outlets is diminishing, the appeal for their products goes the same way. As such, we might seem to think it will be okay for Microsoft, what products did it actually release? And on what systems were the returns given for the Remaster of Oblivion? 

It might have taken some time, but after 10 years I get to laugh deriving howl of laughter. Microsoft took on too big a chunk of arrogance and they are not turning it into dollars, merely into delays and canceled games and canceled subscribers. All the way until Microsoft gaming is canceled. 

Have a great day and If you are on a PS5 have fun catching the ghost of Yokai and on the Nintendo feel free to Kart around the world. Those victories are the moments you will cherish as long as you live.

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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 2, 2025 · 05:04

Military incompetence?

Consider the military, we all have them. Australia has theirs, Canada has theirs, apparently America has them and Russia have them. They all have their best of the best of the best of the best warrior style drafting. And some of them have a massive amount of tests, especially the top 3 in military and to get into their airfare you have to jump a massive amount of hoops. They are trained, dressed and drilled to a millimeter precision and they all have their own ways.

So when I saw (at https://www.highnorthnews.com/en/russias-violations-norwegian-and-allied-airspace-sign-desperation-says-professor) with the headline ‘Russia’s Violations of Norwegian and Allied Airspace: “Sign of Desperation,” Says Professor’ as such we have a new setting. We are given “Russia has violated Norway’s airspace in the North three times this year, as well as the airspace of several other NATO countries. This suggests that the war in Ukraine is going much worse than Moscow wants to admit, says Professor Tormod Heier at the Norwegian Defense University College.” And we all think that he might have a case. With the highlighting quote ““I interpret these violations as a sign of Russian frustration, desperation, and discouragement,” says Tormod Heier, Professor of military strategy and Operations at the Norwegian Defense University College, to High North News.  “After three and a half years of war in Ukraine, the Russians have only won 120,000 km2 of terrain. This nearly equals the total area of Finnmark, Troms, and Nordland [the three counties in Northern Norway, ed. note],” he points out and continues” He makes a fine point. The second/third largest army in the world and they are slapped around like a cheap crack whore by the 20th largest army (Ukraine). Russia is more than frustrated, it needs to be broken by NATO, or the usefulness of the Russian higher ranking officers is shown to be classified as useless (and their president with them) and that is a lot to be set on by the media. Even the Russian media can no longer tell the Russian people that the war is going their way. They’ve lost over 1.1 million troops and more are getting conscripted. They lost over 400 planes and now they are putting their most valuable stealth fighters into the mix, the SU-57 Felon. It is a war they are losing at present and it seems that the military needs to add NATO in the mix, so that they can gracefully exit the battlefield. They can claim that NATO was always the enemy they could not defeat, for that they need NATO to participate. And as we see others like Estonia report similar setting (at https://extra.ie/2025/09/19/news/russia-estonia-fighter-jets) where we see “NATO says it has responded after what it described as ‘Russian military jets’ violated Estonian airspace this afternoon (Friday). In a statement released this evening, the Estonian Government reported that the incident involved three Russian MiG-31 fighter aircraft, which flew over Vaindloo Island, off the coast of Finland, without permission.” As well as NPR who (at https://www.npr.org/2025/09/30/nx-s1-5557908/why-are-russian-aircraft-violating-nato-airspace) give us “NATO’s airspace is busy these days. And not in a good way. That’s especially true for member nations on the alliance’s eastern flank. It’s not supposed to be that way. In recent weeks, states like Poland, Estonia, Romania, and Denmark have seen drones or other aircraft violate their airspace. In some cases, these airborne craft clearly identify they’re Russian in origin. Multiple countries have called on NATO to consult about what to do next. So, what’s going on? What is Russia up to?” So, before we get the excuses we are likely to get, do you think that any government will let one of these young sprouts into any plane before they can properly read maps and navigate their Cessna’s over spaces that are not Russian? And these planes go for millions.

As such, I am with professor Tormod Heier on this. It is not an isolated case, and putting your fighter planes over someone else’s terrain tends to be seen as a sign of war. Russia needs more involvement from NATO as they at present are seen as the losing clowns of the global defense departments. You can blame losing a ground war on demoralized soldiers, even if you call for help from North Korea, but for them to let their ‘proud’ pilots taking the blame does not go over well and these generals are now desperate, and apparently too many have fallen out of windows. 

So as I see it, something has to change and I am all for Russia waving a white flag, but you know how Russian politicians are: better dead than dropping the red. And at present, this is how it looks, so it is better (for them) to get NATO involved. So they can cry that it was always NATO and they just weren’t ready. The Russian prostitutski’s will eat that like borsht with black bread. Besides that, there aren’t too many solutions out there for them at present. I reckon that the NATO card will be played more openly soon enough, because the NATO nations have figured out that play, as such the next step would be a larger incursion and an ‘accidental’ event of the “Oops” variety, but how large an event remains to be seen. I reckon that they will most likely target Tallinn for that, It is in view of Helsinki and too close to Stockholm, Oslo and Copenhagen for that to go unnoticed. And the NATO has been loading up their weapons for Russian bear in the last few months. Feel free to disagree and I am very willing to be seen as wrong, because this is not a happy moment for me, but that is seemingly how it sizes up to.

Oh, for the next story I will be loading up on Conspiracy Theory by a lot, so there is that to look forward to All that AI and not a predictive analytics mind in sight? I’m game. Have a great day today.

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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 30, 2025 · 12:09

Former Tinseltown

Well, they just picketed for a better situation, then there is a fire and now President Trump walks in and makes a ‘proclamation’.

Now, we all have those rolling eyes moment, but I reckon this is the first time it will cost Los Angeles (read: Hollywood) will they have to pay an additional few billions and they weren’t going great to begin with (to no fault of their own).

You see, if we take a ‘few’ examples. We see:

Jurassic World: Rebirth$867,114,68260.8%
F1: The Movie$626,214,58669.7%
Smurfs$89,700,00074.3%
Inside Out 2$1,698,863,81661.6%
Godzilla x Kong: The New Empire$572,050,01665.7%

Now these aren’t the big hitters, but the impact is easily seen. The total global revenue is seen and how much INTERNATIONALLY was brought it, so as such I reckon it is easy to hit those numbers with a tariff as well, the president said it was 100%? OK, that is what we will do, hit a tariff over (30%) it and I reckon that Hollywood will be screaming like a little bitch (or like a scream queen) for all that lost revenue. 

When will this president learn that gracing everything with a tariff does not get him anything, only handing the option for European Markets and Asian Markets to do exactly the same? 

And it is not the the world has alternatives, WE can get our movies from Canada, UK, Europe, and in streaming there is more then Disney Plus and Netflix. We can get movies from Shahid, ADTV (Abu Dhabi TV), Viki and others too and several offer free options. As such this was a really bad move as the people all over the planet need cheaper options and you just gave a dozen channels to branch out to Europe and the Commonwealth. So as interest in the ‘Americanized’ channels recede their advertisement money will decrease as well. So how was this a clever move?

And as I see it, Canada is happy to branch out, but so are the movie makers in Saudi Arabia and the UAE, that is the one move they hoped would come and soon there will be an influx of Arabic content in Europe and the Commonwealth. 

So in short, there will be a decrease in revenue to America due to tariffs, Advertisement money will go down and interest in American materials will also decrease. And as I see it, the others will also claim “Thank you for your attention to this matter” mister President.

A lovely day it is, I reckon I might get a few minutes of Schitt’s Creek, Dubai Bling or Qalb Al Adala into my daily watch scheme. Oh and these 5 examples might cost Hollywood a simple 735,798,409.28 (if we charge Hollywood 30% over our ‘brought’ income, so what do you think the other 360 annual movies will give to us? This tariff joke works both ways.

I reckon this might be the sillies move the American administration has brought to its own shores. Hollywood was already fighting an uphill battle, but this might be the traffic threshold set just before the top of the hill that will stop whatever they had going for them.

I reckon there will be a few rounds of Champagne for everyone in the Vancouver Film Studios tonight.

Have a great day and for the desperate American Actors/Actresses, please take note at (https://adtv.ae/en/about-us)., they might be looking for you, there is now too much competition in Hollywood. Oh and all this wasn’t a great intelligent academic work. Anyone with an abacus could have numbered this whilst having a coffee. 

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September 29, 2025 · 15:24

And for today

That is what I was thinking. I saw the news (at https://www.arabnews.com/node/2617052/saudi-arabia) where I saw ‘KSrelief undertakes new food and medical initiatives in Africa’ and I was off to the races. It is mostly because the western media refuses to give us anything on what they do. They think the boobies of Kim Kardashian are much more news worthy. So as I see that they “The King Salman Humanitarian Aid and Relief Centre (KSrelief) has launched and concluded several major relief initiatives across Africa this week, according to the Saudi Press Agency (SPA).

In Ouagadougou, Burkina Faso, KSrelief inaugurated a large-scale food security support project designed to help the country’s most vulnerable communities.” I will make space for this (especially as the news worthy media does not). And for that the “SPA reported that the program will distribute 38,900 food baskets, each weighing 40 kilograms and containing essential food items, reaching approximately 233,400 individuals across multiple regions. The initiative forms part of Saudi Arabia’s pledge to support the Lake Chad region, a commitment made during the 2024 Jeddah Donors’ Conference.”The idea that this touches over two hundred thousand people in multiple regions is nothing short if miraculous. I initially would like to think the massive amount of drivers that were needed to bring this to the people as that is my expectation, but I have no idea how many drivers this would take to these trips. And when we see in that same setting giving us “According to SPA, an 18-member volunteer medical team performed 28 open-heart surgeries, 95 cardiac catheterization procedures, and three transcatheter aortic valve implantation (TAVI) operations.” We need to see the massive amount of good that KSrelief does to the world and in this case to Africa. 

As for the other news, it is a little more questionable. Irani News (at https://www.iranintl.com/en/202509284910) gives us ‘Khamenei adviser urges joining Saudi-Pakistan defense pact’ I have issues here. It is nice that they want to sit under the Atomic Umbrella it provides, but Iran has been Thumbing the nose towards Saudi Arabia (and others) by setting channels of. Communication with terrorist organisation like Hamas, Houthi and Hezbollah, making them proxy members to say the least. My personal setting is that Iran at the very least will disavow these connections and stops fueling the wars that they have been. Any settings found in the future makes them automatically no longer eligible for this Saudi-Pakistani defense pact. And with the setting of “Major General Yahya Rahim Safavi told state television on Saturday night that the agreement between Riyadh and Islamabad was positive and proposed Iran, Iraq and others also take part. “Iran, Saudi Arabia, Pakistan and Iraq can reach a collective defense pact,” he said, while acknowledging that US influence over Riyadh and Islamabad may limit such moves.” We should realise that there are off course stabilizing benefits to this, but the danger that Iran poses with its ‘three terrorist allies’ is no guarantee that they have the stabilizing issues that they are proclaiming that Iran could face. As I personally see it, Iran was a seat on the Muslim-majority Defense pact and it wants a bigger seat on the Islamic table and that should never be allowed before their have adjusted the points of communication they invoked through terrorism. 

The world (and in particular the Muslim setting) of a stabilizing setting with Saudi Arabia, United Arab Emirates and Pakistan are much better served with Iran on the outside of that equation. Iran did this to themselves and now that Israel has had enough of the setting that Iran provided, Iran wants to hide behind a nuclear umbrella whilst it keeps on setting fires to the middle east. I don’t think it is a good thing and it should not be allowed. As I see it Major General Yahya Rahim Safavi will have to remove the coal coals it dispensed over the middle east and in a first setting needs to remove Hamas, Houthi and Hezbollah channels of support from the table. 

OK, it is clear that I am no person of interest to Saudi Arabia and I do not think they would ever see me as a party of influence here, but that is what I believe. And whilst we are at it, how much support has Iran given to these three parties in the last 5 years? 

I reckon that removing these three from the ‘free oil wells’ of dollars is a absolute first in this setting and any support found from Iran will without any delay thrust them outside the Saudi-Pakistani defense pact. 

That it for today, time to enjoy a lovely coffee and perhaps a small pastry, have a a great day.

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September 28, 2025 · 17:58

A few days ago 

A few days ago we had the impact of the ban of Jimmy Kimmel and that impact it had. Disney need to raise all awareness flags because like the little weasels they seemingly are, the subscriptions were cut. According to some sources almost $4 billion in subscriptions were lost. Some will howl with laughter, but the impact is a little bigger. You see, soon after that (at https://www.cbc.ca/news/business/disney-subscription-increase-1.7641020) we are given by CBC that ‘Disney+ is raising subscription prices for the 4th year in a row’, one could say this is exactly why I prefer physical media, but Disney wants people to ‘embrace’ Disney plus forever. That Will never do for me. So as the CBC is giving us “Starting Oct. 21, the ad-supported Disney+ plan will increase by $2 US to $11.99 US per month, while the ad-free premium tier will rise $3 US to $18.99 US a month. Annual premium subscriptions will jump $30 US to $189.99 US. Bundled packages combining Disney+ with Hulu and ESPN+ will also see price hikes, according to the company’s website.” This makes them more expensive than Netflix. We see all the iterations and the settings that others bring, but the short and sweet stuff is that there is a case to be made for owning physical media. You see, what these streamers seem to forget is that the subscription will have two sides. The subscription and the price of internet streaming. Some providers have ‘a tentacle’ setting that those bytes are disregarded from your internet subscription. Yet as I see it, when the going gets tough, those ‘arrangements’ will fall flat and the prices really will add to the equation. And as we are given “The price increase also appears to apply to Canadians. An email sent to a Disney+ subscriber and reviewed by CBC News shows that the cost of a premium subscription will jump from $119.99 to $159.99 on Oct. 28, though it’s unclear if there are other Canadian price increases” we see this setting (optional) in “it’s unclear if there are other Canadian price increases” but we need to reconsider some streaming solutions and weirdly enough. I raised that very topic in ‘Choice, can you choose?’ which I brought to you on January 9th 2021 (at https://lawlordtobe.com/2021/01/09/choice-can-you-choose/) and there we see the setting evolve and I was only 4 years ahead of the rest. I also (not there) raise the setting that someone brings is a collective of these channels, because there is the setting that people are willing to pay $20 a month for both Disney+ and Netflix, optionally a little more for others to be included. So when you have Netflix $18 + Disney Plus $19. Would it be an idea to get BOTH for $25? (I personally would prefer $20), but that is where the setting is set. At present the setting does not allow BOTH to be included and in this time where (especially the Americans) will have to live on the Roman setting of Bread and Games which was opted be the Roman Poet Decimus Junius Juvenalis and as I see the setting where “Roman government used free food and public entertainment to pacify the populace and prevent revolts, a practice now used to describe any form of mass distraction that diverts attention from societal grievances” is pretty much what the American government needs at present (my speculated view). And as we see the settings of Army deployments in America, ICE dressing up like bank robbers and a whole range of other settings gives rise to my point of view. 

So will Disney evolve? Will we see the Blu-ray version of the Mandalorian? Or will we see the settings of accumulated streaming? Tune in next week when you will hear nurse Piggy say “Oh doctor, he is not 5G compatible” we look back and see how relaxing and entertaining the Muppet Show really was and we still remember that after 50 years these 5 seasons are still on the minds and in the hearts of millions of people. Well done Jim Hanson and Frank Oz.

Timeless humor is truly timeless. Have a great day and don’t get your coffee from the Swedish chef. I ordered it with the music of the Beatles and got a handful of those critters in his cup of Covfefe.

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