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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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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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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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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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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So you know

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

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

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

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

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

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

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

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Balance of the matter

That is the setting as I see it, the balance and in particularly the Sheets balance is under attack. As we saw in Social Media

We are given “With distressed exchanges, Wall Street has found a way to restructure balance sheets that avoids Chapter 11” does this mean that financial means are no longer to be trusted in America? We get that people want to avoid their business to be seen as bankrupt, but to rebalance their books and with the approval of Wall Street is taking it a little bit far. I am not completely surprised with this action as I have said on several occasions that America is bankrupt, but to see it in action, for financial institutions like Wall Street to sound the clarion call to make it so that they appear not to be in ‘distress’ is a first clear setting for other people to take their investments out of America as soon as possible. And I get it, it is merely my point of view. So, tell me how do you react to the setting that the Financial Times is giving you? I did not read the article as it is behind a paywall, but the gist of the story is clear. And it is not about the ‘subtle’ setting of tax avoidance versus tax evasion. It is about restructuring your balance sheet. Like the Dutch banks did in 2013, the SNS bank put all the buildings in their care under a ‘bad investment’ book and the Dutch bank SNS Reaal and its banking operations, which was nationalized by the Dutch government on February 1, 2013, to prevent its insolvency and support the financial sector. As it was said (from sources) This action led to shareholders and subordinated bondholders losing their entire investments, as the Dutch state stepped in to prevent a larger financial crisis. The bad investments, primarily in real estate, led to substantial write-downs and ultimately forced the government to intervene and restructure the company. That happened before and I never accepted that action, now we see this in America on a much larger scale and it would be my (non-expert advice) to get out of their as quick as your legs (and privet jets) can take you and invest it somewhere more worthy.

This now gets me to the second setting I saw in Social Media. As some might say, Microsoft is at it again.

With ‘Microsoft said to block IDF from cloud system over use in surveillance of Palestinians’ we are given that “unit 8200 ‘violated terms of service’ in storing of phone recordings; military officials say unit backed data up ahead of time, no info lost” it is a simple setting that the backups are set towards ‘other’ sources like MySQL (or something like that) and fir the record, what evidence is there? I am not saying it isn’t true, I am asking what evidence did Microsoft have? Were they looking into the accounts of their customers? I am asking because that would be the first reason that people would drive their business to Amazon/Google/IBM/Oracle/Snowflake at the first light of day. I personally think it is the Microsoft way to make political statements and as they can slap Israel around and looking good doing it, that is what they are likely to do. Not an innovative bone in that rotten carcass (at present). And the media display is on my side of the cookie. They give us “Microsoft recently terminated the Israeli military’s main signals intelligence unit’s access to some of its services, after it allegedly used the Azure cloud platform for expansive surveillance of Palestinians, according to a Thursday report. According to the UK’s The Guardian, Microsoft told Israeli officials last week that the IDF’s Unit 8200 had “violated the company’s terms of service by storing the vast trove of surveillance data” on Azure.” (Source: times of Israel) and how was this data ‘begotten’? I reckon that the IP engines are running 24:7 to get the next iteration that Microsoft doesn’t have (this is speculative). As such there is a massive run for all IP holding cloud users to run away from Microsoft and go somewhere else. I already listed the top 4 above (in alphabetical order) and that is before we consider MySQL and whatever else is in the field. I reckon that the IDF needs to reevaluate its connections to Microsoft. I remember the IDF to be massively aware of what its technical abilities were and to see “far-left activist outlet +972 Magazine said Microsoft’s Azure software was used by Unit 8200 to store countless recordings of mobile phone calls made by Palestinians living in the West Bank and the Gaza Strip” implies that either Microsoft has too many zero day issues or there is an informer in Microsoft. My personal view is that there is no Israeli stupid enough to give +972 Magazine a hand. So my view is a little biased, but the is where I am at this time. And that will impact America too. Perhaps Amy Hood and Satya Nadella need to have a meeting with Wall Street and the Financial Times to restructure their balance sheets too, as is, they might need that assistance before too long. 

And this is where the American economy is heading it seems. So whilst we are ‘given’ ‘US economy expanded at a surprising 3.8% pace in significant upgrade of second quarter growth’ I have to wonder, is that because of the new balance sheet settings?

And if you have not used the new balance sheet methodology, have a great weekend and enjoy your coffee, for the rest I say, are you sure you can afford the coffee today?

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That one idea

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

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

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

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

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Points for consideration

I was frowning when an article from the New Arab crossed my line of sight. The article (at https://www.newarab.com/news/egypt-unhappy-saudi-pakistan-defence-pact) gave me pause for thought. The title nearly demanded it. It was ‘Undermining an ‘Arab NATO’? Egypt is unhappy with the Saudi-Pakistan defence pact’ and I wondered why.

As far as I know, the relationship between the two countries have been really good for decades. And as far as I see, the relationship between Egypt and Saudi Arabia have been good as well. Some say that Egypt and Saudi Arabia share many foreign policy and regional security objectives and have a long and complicated relationship. It’s not like me and Olivia Wilde (I love her, she hates me) ;-).

So I was wondering why that setting is and the article gives us “These debates acquire special relevance after the 16 September Arab-Islamic summit in Doha, Qatar, where Egyptian President Abdel Fattah al-Sisi called for the creation of a mechanism for the coordination of security and defence issues among Arab and Islamic nations. “The Kingdom needs to offer a convincing justification for snubbing discussions about an Arab common defence agreement in the Doha summit,” a man wrote on 18 September on Facebook.” So A man wrote this? What man? Which man? Then we get a more settled setting with ““It also needs to mention why it turned down discussions on a unified Arab army, a proposal made by Egypt in 2015,” he added. “Why didn’t the Saudis sign an agreement with Egypt?” another man asked. “Why don’t they form a powerful Saudi army?”” OK, this warrants an explanation. In 2015 there was the stable reliance on America, that America is gone. Whether it is seemingly no longer able to pay its bills, whether the fruits and nuts in American politics (US Congress and the US Senate) have become slightly too flaky for the rest of the world. Your guess is as good as mine, but the stage that America is a shape of balancing peace is gone. If in doubt ask the Ukraine. It seems that America is catering to the Russian Kremlin (say many American voices). That setting is gone and the Arab World needs its own version of NATO. That much is a given from 2024 onwards. This is complemented with “The Strategic Mutual Defence Agreement, formalised on 17 September during a state visit to Riyadh by Pakistani Prime Minister Shehbaz Sharif, commits Saudi Arabia and Pakistan to treat any aggression against one of them as an aggression against both of them, with the aim of enhancing joint deterrence and military cooperation. The agreement builds on nearly eight decades of ties between the two countries, during which they offered support to each other on numerous occasions, including in the wake of the 1979 Islamic Revolution in Iran when Pakistan deployed troops to Saudi Arabia.” And this setting is also hindering Iranian interests (which is basically Iran) and that does not go down nicely (in Iran that is). So if Iran now attacks Saudi Arabia, it might need to deal with Pakistani nuclear powers, although the initial setting to grab the nearest nuclear missile tends to be overkill. The fact that Iran would be facing a war on two fronts is enough to scurry the Ayatollah and his posse to the nearest cave and park themselves at parking level -250 of that cave.

And with the quote “The pact could implicitly extend Pakistan’s nuclear deterrence to Saudi Arabia, a non-nuclear state vulnerable to threats from Iran or other actors.” The new Arab pretty much states that. 

And when we see “Saudi Arabia is wary of over-reliance on Western allies, particularly the US, whose security commitments have been questioned amid the Israel’s war on Gaza and Trump’s record in the White House over the past eight months, the same observers said.” Which pretty much covered what I said and have been saying in the last few months. The Arab News article has a lot more and all of it is clearly top notch. One part that is not covered. When Hamas strikes out towards Saudi Arabia (not entirely impossible) and it is done on the ‘kind’ request of Iran, this setting will change Whatever Gaza is called at that time, it could result the people in Gaza relying on their glow in the dark abilities whilst wearing sunblock 5000. That one setting is not covered and it is a lot more likely than Israel ever attacking Saudi Arabia.

And don’t come with the lecture of Hamas would never do that, because they want to stay in power and they will do anything to do that, even attack Saudi Arabia. I actually fear that at some point Hamas will grow a brain and ‘attack’ one of the Neom projects, optionally instilling bad quality concrete or some other measure that makes the project fail after 10 years. That is actually the biggest fear I have. Now that Saudi Arabia succeeds, but that others want it to fail and I am not sure what measures Saudi Arabia has in place at present. 

But those were the points I had and whilst everyone is shouting on the crimes of Israel, no one is looking towards the crimes of Hamas or what they’ll do next. Isn’t that interesting too? 

Have a great day and remember, Friday is at most a day away (Vancouver has the longest to go to get to that point).

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That’s one way to see it

I saw a setting in the CBC yesterday, the setting was given (at https://www.cbc.ca/news/business/us-h1b-visa-canada-benefits-1.7640068) with the capture ‘The new, steep price for this U.S. visa could be a blessing for Canadian tech’. Well that’s one way to look at it I reckon. As such plenty of Amazon employees might wanna consider switching to Vancouver for that. The second reason is that they are a mere 90 minutes from the greatest ski slopes on the world. And the text “As the Trump administration moves to limit some skilled workers from entering the U.S. on a specialized visa, the Canadian tech sector is champing at the bit — hoping the new restriction will send talent up north.” I the directly seen setting for that. So with the added text ““Canada has built an entire industry by capturing this talent. And with this $100,000 fee, that trend is about to grow much stronger,” she said. “This is almost a gift because every time the U.S. closes the door on global talent, Canada gains.”” And as I see it, a direct blessing for Vancouver in disguise, other cities might benefit too from that. And it will benefit places like Amazon to set up locations in Vancouver, Toronto and Ottawa for AWS pools. I reckon that Google Portland, Google Seattle, Google Ann Harbor, Google Detroit might see the same setting as they are relatively close to Canada, which could save them a clean billion from the get go. I reckon that others like Microsoft would follow that example. It stands to reason that the new set places like AI verification places would be created in Canada as the whole range of NIP locations would require hundreds of Verification stations. Canada might do well to ensure these locations as President Trump is now making them too expensive to create them in the USA. Perhaps he forgot that Stargate without verification becomes useless near the moment those settings are switched on?

So as we are given ““There’s going to be a net benefit effect for Canada across the board,” said Andres Pelenur, an immigration lawyer and founding partner at Borders Law Firm in Toronto.” I guess he is seeing the upbeat Ka-Ching of the cash registers in his location and he might consider branching out to both Vancouver and Ottawa in the near future.

So as we are given “The visa isn’t exclusive to the tech sector, but 60 per cent of H-1B holders approved since 2012 have held computer-related jobs, according to Pew Research — and the visa is used heavily by giants like Apple, Amazon and Google.” Gives us the other setting that we until now ignored. What is Apple going to do? Set up a much larger distribution shop in Canada? Doesn’t that imply that President Trump is shooting himself in the foot yet again?

So as we see the response by Pew Research (which hilariously relies on foot shooting) with “The fate of the H-1B program – which offers U.S. employers a way to temporarily hire foreign workers in specialty occupations – has divided influential Republicans. Tech leaders like Elon Musk strongly support the program, while other Republicans question its impact on American workers. President Donald Trump imposed restrictions on the program in his first term, but his current policy agenda on H-1Bs remains under discussion. Meanwhile, bipartisan calls for H-1B reforms advocate for more oversight to protect American workers while addressing skill shortages.” But as I see it, the setting set into law with the use of a handpscribble makes that a little too late unless President Trump undoes the damage he has done, which is seemingly unlikely. Some will remember his smudging up the error that the coffee typo gave the press. And you can mesmerize on that whilst having a Trump Sandwich in Lambo’s Deli (176 Bellwoods Ave, Toronto). It being a sandwich with Baloney with a small pickle. The other one is on 1372 Queen St E, Toronto. Others might have it that option on their menus too.

Yes, Canadians like their comedy that is easy to swallow as good as Australians do. As such we are also relieved that around 400,000 H-1B applications for high-skilled foreign workers were approved in 2024. That’s more than twice the number of applications approved in fiscal 2000. Approvals peaked in 2022, when 442,425 applications were approved. (source: Pew Research Centre) Since 2013, the majority of approvals each year have been applications to renew employment. In 2024, 65% of approved applications, or 258,196, were renewals. The other 35%, or 141,207, were new applications for initial employment. And all that gathered workforce could now be heading toward Canada as well, and optionally reduce the pool of work seekers in Canada as well as adding fresh blood to Ottawa, a setting that place needs like yesterday. I reckon that the pools in Vancouver and Toronto are already well set. 

Beyond what is great for Canada, there is a larger industrial move already on its way and the VISA costs merely enhanced that setting and added a few requirements to the needs of Canada. Making it fast into the new work-hub to be for the Commonwealth. 

Good going Trump, you American president you. 🙂

So you all have a great day and start dreaming of a job in Canada whilst snacking on a Pizza at Eataly, they are opening in the Eaton centre in the near future, your place to be for fashion and interior needs in Toronto. 

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