November 20, 2025 · 10:10

This is weird

I find myself standing up for Microsoft, I know its weird. They have screwed the pooch more than once, but the headline in the Guardian (at https://www.theguardian.com/society/2025/nov/19/microsoft-nhs-uk-contracts-public-sector-procurement) gives us ‘Microsoft has ‘ripped off the NHS’, says MP amid call for contracts with British firms’, now lets be clear. Microsoft has done many things, but ripping people off is beneath them. If a rippable offence is in play, someone put their autograph (aka John Hancock) on that dotted line. And where is the evidence? And we are pointed to Samantha Niblett, the Labour MP for South Derbyshire, who laughs with a pretty smile and that is all she seemingly does. The evidence given “a five-year deal with the NHS to provide productivity tools reportedly worth over £700m, while the wider government spent £1.9bn on Microsoft software licences in the 2024-25 financial year alone.” Is this evidence? What the hell are you up to Katharine Viner? As editor of the Guardian, this trash should not be in your newspaper, or on the website. At least hand this setting with proper evidence. So as we are also given and that Labour Nibbler gives us “I know for a fact how Microsoft have ripped off the NHS.” But at that point we get “did not provide further evidence, but when the committee chair, Chi Onwurah, voiced surprise at the claim” and to that I say. Miss Niblett, on December 31st 2016 I reported in the story ‘This last day’ (at https://lawlordtobe.com/2016/12/31/this-last-day/) which was 9 years ago, and you might have been too young to be in politics. But Labour (as well) spend £11.2 billion on a NHS IT project, which amounted to nothing and I reckon it might have been a really big amount of money for nothing. So, are we seeing a second setting to all this and you want to blame Microsoft? Can we see the contracts of understanding? Microsoft does a lot, but they wrap it in contracts which in this case the labour administration under Sir Keir Rodney Starmer is confronted with. 

Then we get “After describing the government’s multibillion-pound deals with Microsoft, Niblett said it “speaks to the … power of Microsoft to lock in public sector … customers and then sort of entice them with cheap deals, and then you’re locked into a contract and then you’re charged exponential amounts” So Microsoft does plenty wrong, but this pat they tend to get right and who signed for these contracts? Was it you? And these contracts also give a correct setting of the amounts. That is how business is done and it is done all over the world. 

And it is then that we get the hidden gem that some were trying to hide “MPs on the select committee said the UK needed to develop greater “sovereign” technology capacity, award more contracts to smaller, local providers, and be less reliant on deals that resulted in government departments becoming locked into services with US firms. Explaining more about her understanding of Microsoft’s deals with the government, Niblett said: “I have heard that Defra [the Department of Food and Rural Affairs] recently signed a contract renewal for Windows 10, which is now out of date. And that has now resulted in them having to pay more for security checks because they’re using a very, very old version of Windows.” There is more than one issue. In the first there is “I have heard” is not evidence, evidence is the contract that Defra signed. Who signed it, was it a valid contract? And then we get “recently signed a contract renewal for Windows 10”, how recent was it signed? Some women claim to they got recently pregnant, but that accident is now 4 years old and as it is given “Windows 10 is a Microsoft operating system that is now out of support as of October 14, 2025”, so does that contract entitle these users to upgrade to Windows 11? The one part that matters is seemingly “becoming locked into services with US firms” which is a valid UK setting, but that is depending on a time set strategy and getting into the strategy AFTER the contract is signed implies you are stuck with the contract, that might not be in the best interest of the Labour administration, but that is not the priority of Microsoft, their part is the contract and adhering to what was signed. So was there any transgression by Microsoft? It is a simple question and the setting of ‘ripped off’ implies they made a booboo and as such that evidence must be given in evidence. Is there any chance that one of more contracts have your autograph as you worked in the data and technology sector before being elected to parliament in 2024, so will we find contracts, possibly with your name on it? Will it show a transgression by Microsoft, or a sloppy mistake by the labour representative who signed it? Simple questions and simple settings that Katharine Viner should see coming a mile away?

Have a great day and if you get the mug below, make sure that coffee is millennium proof, version proof and proofed for 61 degrees celsius liquids. You can test it by putting your finger in the coffee and if you go ‘ouch’ it is probably hot enough.

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November 19, 2025 · 16:47

I lost my marbles

Like Poodles, I seem to have misplaced my marbles. AKA I lost them completely. Now only 9 hours ago I shouted that I am sick of the AI bubble, but a few minutes ago I got called back into that fray. You see, I was woken up by an image.

This is the image and it gives us ‘Oracle’s $300bn OpenAI deal is now valued at minus $74bn’ there is no way this is happening. You see, I have clearly stated that the bubble is coming. But in this, Oracle has a set state of technologies it is contributing. As such, where is the bubble blowing up in the face of OpenAI and Microsoft? In this, the Financial Times (at https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89) is giving us ‘Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal’. So where is the damager to the other two? We are given “OK, yes, it’s a gross simplification to just look at market cap. But equivalents to Oracle shares are little changed over the same period (Nasdaq Composite, Microsoft, Dow Jones US Software Index), so the $60bn loss figure is not entirely wrong. Oracle’s “astonishing quarter” really has cost it nearly as much as one General Motors, or two Kraft Heinz. Investor unease stems from Big Red betting a debt-financed data farm on OpenAI, as MainFT reported last week. We’ve nothing much to add to that report other than the below charts showing how much Oracle has, in effect, become OpenAI’s US public market proxy:” There might be some loss on Oracle (if that happens) and later on we were given (after a stack of graphics, see the story for that) “But Oracle is not the only laggard. Broadcom and Amazon are both down following OpenAI deal news, while Nvidia’s barely changed since its investment agreement in September. Without a share price lift, what’s the point? A combined trillion dollars of AI capex might look like commitment, but investment fashions are fickle.” And in this, I still have doubts on the reporting side of things. From my own feelings (not hard core numbers) that Oracle and Amazon are the best players to survive this as their technology is solid. When AI does come, they are likely the only two to set it right and the entire article goes out of its way to mention Microsoft. But in all this Microsoft has made significant investments in OpenAI and has rights to OpenAI’s Intellectual Property (IP). This comes down to Microsoft holding a stake in OpenAI’s for-profit arm, OpenAI Group PBC, valued at approximately $135 billion, which represents about 27% of the company. So how is Microsoft not mentioned? 

As such how come Oracle is underwater? Is it testing scuba gear? And if the article is indeed true, what is the value of OpenAI now? Because that will also drown the 27% of it (holding the name Microsoft) and that image is missing from that equation. If this is the bubble bursting, which might be true (a year before I predicted it) then it stands to rights that this is also impacting Amazon, Google, IBM, Microsoft and OpenAI. As such this article seems a little far fetched, a little immature and largely premature by now naming all the players in this game. I personally thought that Oracle would be one of the winners in all of this, or better stated a smallest loser in this multi trillion bubble.

So what gives?
And in this I might be incorrect and largely missing the point, but a write-off to the amount of nearly half a trillion dollars has more underwriters and mentioning merely Oracle is a little far fetched, no matter how fashionable they all seem to be and for that matter as Microsoft has been ‘advocating’ their copilot program, how deep are they in? Because the Oracle write-off will be squarely in the face of that Nadella dude. As he seemingly already missed the builder.ai setting, this might be the one ending his career and whatever comes next might want to commit suicide instead of accepting whatever promotion is coming his way. (I know it is a dark setting) but the image is a little disconcerting at present. And the images that the Financial Times give us, like the Hyperscaler capex, show Microsoft to be 3 times in deeper water than Oracle is, so why aren’t they mentioned in the text? And in those same images Amazon are in way over their heads and that is merely the beginning of a bubble going sideways on everyone. As such, is this a storm in a cup of water? If that is so, why is Oracle underwater? And there is ample reason to see me as a non-economist, I never was on wanted to be one. But the media as gives raises questions. And I agree, Oracle is on a long way to break even, but if they do not, neither are Amazon, Microsoft and OpenAi and that part is seemingly missing too. If anything, Larry Ellison could pay the shortcomings with his petty cash (he allegedly has 250,000 million) that is how own die and the others won’t even come near that amount. 

So whilst we wait for someone to make sense of this all, we need to walk carefully and not panic, because these settings tend to be the stage where the panicky people sell what they can for dimes to the dollar and that is not how I want to see players like Microsoft jump that shark. This is not any kind of anti-Microsoft deal, it is them calling the others not innovative whilst there isn’t a innovative bone in that cadaver. So whilst we want to call the cards. The only thing I do is calling the cards of the Financial Times and likewise reporting media calling out the missing settings of loss towards Microsoft and OpenAI. It is the best I can do, I know an economic major who could easily do that, but he is busy running Canada at the moment.

Have a great day and I apologize for causing an optional panic, which was not my intention.

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November 19, 2025 · 06:26

Expanding all fallouts

I have had this thought before and I also wrote about it, not sure when a few years ago, but the thought overcame me last week as I was replaying Fallout 4 on PS5, the PS5 edition and it looked marvelous. Off course I knew most locations and had played it all, but the feeling of getting the upper hand over the wasteland never leaves you. And as such the idea of the expansion came calling like a good Vault-tec sales person. The idea was that an export option on the Fallout shelter is added and that is nearly all that is to it. But the tiny stuff (that Bethesda contributes) comes into play now. 

At first I wondered how to incorporate this into the current game. The first thought I had was is how to do this. The idea that a message via a fallout Eyebot is added, when you come within a distance of it, you can pick it up on your radio whenever you are near the Cambridge police station. It will be near there and the eyebolt has up to three keys as you can have 3 vaults in your Fallout Shelter game. Then the nifty part comes. Bethesda has a system to make your 2D map a 3D world. So how to give you a changing challenge? Well I was thinking that if you have only one map there is a 50/50 chance it is P or D (i’ll get to that), if you have 2 vaults, there is a first setting that the first is P/D then for the second is if the first is P you will always get a D, if the first one is D, you get a second chance for the vault of be P or Z. So there is the option of Pristine, Damaged, or Zero. If you have all three used they will one each. Fallout Shelter has 26 levels, as such we get 8 levels per 3D level. So that you have three levels, the last two are added to the deepest level. From there, there is one additional setting. In case of the Pristine version, the Overseer room will have an additional room which is your living room. So the Small, Medium and Large rooms will be set to that exact setting and ‘Bethesdisissed’ onto a 3D spaces. The only other thing is that if you have altered elevators, it will show in the new design as well. So what’s the setting with Pristine?

Well good question, you have up to three versions and it is randomly assigned, so don’t get any bright ideas. Pristine is a shut vault, as such when you open it, everything is new, Damaged and Creatures or Raiders have taken over the vault, the vault is mostly good and you get a new cleaning crew function, when that is done you can add and upgrade the entry point with all kind of goodies (turrets) and you can upgrade the entrance and create a safety entry. At which point the fast travel becomes in the vault. The third setting is Zero. The vault was destroyed (by unknown reasons) and there is an upside. They all have one legendary weapon and legendary armor, in case of the Damaged one, it will be in the boss chest, the Zero and Pristine one will have it in the overseer room (on a mannequin). 

The idea is to use DML to create a changing setting on how the rooms are drawn. So you can relive these settings in Fallout 3, Fallout New Vegas and Fallout 4 (and Fallout 5) if they ever get to it). A simple setting to add materials to a game and I am surprised that Bethesda didn’t get there on their own. There is no way that scores of Fallout Shelter fans didn’t think that it would be so cool to have this in their games on whatever system you play it. 

So Bethesda, don’t say I never give you anything because you are part of Microsoft now. Have a good day and enjoy the challenge you are giving to 230 million gamers (Fallout Shelter was downloaded that much). It was a simple equation and I wasn’t doing too much at present, the AI bubble and the American Tourism setting are starting to bore me.

Have a great day, my midweek is starting with a nice cup of coffee. It’s still Tuesday in Toronto and Vancouver. Time to see the day and seek opportunity.

Fallout, Bethesda, Microsoft, gaming, 

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November 18, 2025 · 11:34

A story to consider

That is the setting and it is all based on a story. As I see it, it could be a script. A script not written as a technicolor setting in the likes of The Bourne Identity with the one and only Jason Damon. No not like that, it is more like a documentary that his brother Matt Damon narrated in 2010. The movie Inside Job. You see, it is not about the story, it becomes about the narration and the storyline and people look at a documentary differently when it involves people like Bruce Wayne and Tony Stark. Yes, the story can be wielded in many ways. So as we recall the setting of September 14th 2019 where Houthi ‘forces’ attacked Aramco. It was immediately clear that Houthi forces could not have facilitated to that. They lacked infrastructure, trained personal and technical know how to do this. In the end there were three options and I came to the conclusion that Iran and their IRGC were the culprits. So my mind went considering the innovations available to me (my nog) and I came to a few innovations that at that time were merely on a drawing board. So here it is the story of Master Blaster DJ Intelligence and the scoundrel settings of tomorrow. Quite the narration isn’t it?

So as the DJ takes up the mic to blast a few settings. We see that innovation was not standing still. First there was the drone carrier and a reaper drone. The reapers could drop of each two careers at a safe distance. Then the carriers took over and they went on their merry way to deliver the drones. They were also the eyes for an overseer, all whilst the reapers went ack on their merry way. The carriers were strategically placed and from there the drones (six per carrier) were released. So as these drones are set to a target, and for the most it is set via satellite pictures and from there, the drones would be released. The automatic setting would do most of the job, but at times it needs a human eye as pictures can only see so much. And there we have it, The Abadus refinery

A setting we know that it is the largest refinery that Iran has. And now we see 9 targets, each get hit by two drones, explosive drones. And the mess that Iran is settled with is not to be seen as enviable. Basically 18 drones at $4K per drone, a little over $70K will cause billions of damage and the impact of that is seen all over Iran. As such the setting that the IRGC opened themselves up to is not the prettiest sight, it is a setting where a refinery pushing out 429,000 barrels per day and the oldest refinery, taking care of 25% of the fuel production will take millions, if not billions in damage and that is setting Iran back for decades. If there is a second refinery, like the Bandar Abbas Refinery you could cripple Iran for years (optionally) and also production comes at a stand still. So, do you still think attacking Aramco was a good idea? You see, two can play that game and I have plenty of innovative ideas in that regard. Take the reaper drones where two of them could release two careers each and they have up to 6 drones and not all are explosive drones. 1-2 could be spy drones who land at a seldom looked location and spy on the surroundings. And whilst the two reaper drones fly back to load up 4 more carrier drones you could hit both Abadus and Bandar Abbas in that same instance. Just the innovative me tinkering with ideas. 

I wonder how deep that setting exists? You see, they want to do it all, but if the distance is too great, the reaper drones are a safe way to get them to nearby whilst the carrier drones do the last 10% of the trip and release the drones of war. And that story would sound great as the voice of Master blaster DJ Intelligence (go practice you voice Matt). And that setting is an optional new way to bring a story and I reckon that the Saudi’s and in particular Al Saudiya TV would love to bring that story to the Saudi’s. Yes, there was a greed setting, but never in the way you think it was. Entertainment set in motion through the setting of a documentary. I don’t think I have seen that before (the Blair Witch project does not count). And it is all done in the setting of entertainment. The IRGC has been entertaining its population through Hezbollah and Hamas long enough. Time to give them a little entertainment themselves and it tends to come from a direction you never see coming. 

So, what do you say Mr Damon, you on board for this? Have a great day, I am off enjoying my own kind of oil, it is called coffee. 

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November 17, 2025 · 17:07

Is it one or the other?

That is the question I had today/this morning. You see, I saw a few things happen/unfold and it made me think on several other settings. To get there, let me take you through the settings I already knew. The first cog in this machine is American tourism. The ‘setting’ is that THEY (whoever they are) expect a $12.5 billion loss. The data from a few sources already give a multitude of that, the airports, the BNB industry and several other retail settings. Some give others the losses of 12 airports which goes far beyond the $12.5 billion and as I saw it that part is a mere $30-$45 billion, its hard to be more precise when you do not have access to the raw numbers. But in a chain trend Airfares, visas, BNB/hotels, snacks/diversities, staff incomes I got to $80-$135 billion and I think that I was being kind to the situation as I took merely the most conservative numbers, as such the damage could be decently more. 

This is merely the first cog. Second is the Canadian setting of fighters. They have set their minds on the Saab Gripen s such I thought they came for

Silly me, Gripen means Griffin and a Hogwarts professor was eager to assist me in this matter, it was apparently 

Although I have no idea how it can hide that proud flag in the clouds. What does matter that it comes with “SAAB President and CEO Micael Johansson told CTV News that the offer is on the table and Ottawa might see a boost in economic development with the added positions. The deal could be more than just parts and components; Canada may even get the go-ahead to assemble the entire Gripen on its soil.” (Initial source: CTV news) this brings close to 10,000 jobs (which was given by another source) but what non-Canadian people ‘ignore’ is that this will cost the American defense industry billions and when these puppies (that what they call little Griffins) are built in Canada, more orders will follow costing the American Defense industry a lot more. So whilst some sources say that “American tourism is predicted to start a full recovery in 2029” I think that they are overly confident that the mess this administration is making is solved by then. I think that with Vision 2030 and a few others, recovery is unlikely before 2032. And when you consider The news (at https://www.thetravel.com/fifa-world-cup-2026-usa-tourist-visa-integrity-fee-100-day-wait-time-warning-us-consul-general/) by Travel dot com, giving us ‘FIFA World Cup 2026 Travelers Warned Of $435 Fee And 100-Day Delay By U.S. Consul General’ that there is every chance that FIFA will pull the 2026 setting from America and it is my speculation that Yalla Vamos 2030 might be hosting the 2026 and leave 2030 to whomever comes next, which is Saudi Arabia, the initial thought is that they might not be ready at that time, but that is mere speculation from me and there is a chance (a small one) that Canada could step in and do the hosting in Vancouver, Toronto and Ottawa, but that would be called ‘smirking speculation’ But the setting behind these settings is that Tourism will likely collapse in America and at that point the Banks of Wall Street will cancel the Credit Cards of America for a really long time and that will set in motion a lot of cascading events all at the same time. Now if you would voice that this would never Tom’s Hardware gave us last week ‘Sam Altman backs away from OpenAI’s statements about possible U.S. gov’t AI industry bailouts — company continues to lobby for financial support from the industry’ If his AI is so spectastic  (a combination of Fantastic and Spectacular) why does he need a bailout? And when we consider this. Microsoft once gave the AI builder a value of a billion dollars and they blew that in under a year on over 600 engineers. So why didn’t Microsoft see that? 600 engineers leave a digital footprint and they have licensed software. Microsoft didn’t catch on? And as we see the ‘unification’ of Microsoft and OpenAI have a connection. Microsoft has an investment in the OpenAI Group PBC valued at approximately $135 billion, representing a 27% stake. So there is a need to ask questions and when that bubble goes, America gets to bail that Windows 3.1 vendor out.

As I see it, don’t ever put all your eggs in one basket and at this point America has all the eggs of its ‘kingdom’ in one plastic bag and it reckon that bag is showing rips and soon enough the eggs fall away into an abyss where Microsoft can’t get to it. The resources will flee to Google, IBM, Amazon and a few other places and it is the other places that will reap havoc on the American economy. So when the tally is made, America has a real problem and this administration called the storm over its own head and I am not alone feeling this way. When you consider the validation and verification of data, pretty much the first step in data related systems you can see that things do not add up and it will not take long for others to see that too. And in part the others will want to prove that THEIR data is sweet and the way they do that is to ask questions of the data of others. A tell tale sign that the bubble is about to implode and at present it is given at ‘Global AI spend to total US$1.5 trillion’ (source: ARNnet) but that puppy has been blown up to a lot more as the speculators that they have a great dane, so when that bubble implodes it will cost a whole lot of people a lot of money. I reckon that it will take until 2026/2027 to hit the walls. Even as Forbes gave us less than 24 hours ago ‘OpenAI Just Issued An AI Risk Warning. Your Job Could Be Impacted’ and they talk about ASI (too many now know that AI doesn’t exist) where we see “Superintelligence is also referred to as ASI (artificial superintelligence) which varies slightly from AGI (artificial general intelligence) in that it’s all about machines being able to exceed even the most advanced and highly gifted cognitive abilities, according to IBM.” And we also get “OpenAI acknowledges the potential dangers associated with advancing AI to this level, and they continue by making it clear what can be anticipated and what will be needed for this experiment to be a safe success” so these statements, now consider the simple facts of Data Verification and Data Validation, when these parts are missing any ‘super intelligence’ merely comes across as the village idiot. I can already see the Microsoft Copilot advertisement “We now offer the copilot with everyones favourite son, the village idiot Clippy II” (OK, I am being mean, I loved my clippy in the Office 95 days) but I reckon you are now getting clued in to the disaster that is coming? 

It isn’t merely the AI bubble, or the American economy, or any of these related settings. It is that they are happening almost at the same time, so a nasdaq screen where all the firms are shown in deep red showing a $10 trillion write-off is not out of the blue. That setting better be clear to anyone out there. This is merely my point of view and I might be wrong to read the data as it is, but I am not alone and more people are seeing the fringe of the speculative gold stream showing it Pyrite origins. Have a great day it is another 2 hours before Vancouver joins us on this Monday. Time for me to consider a nice cup of coffee (my personal drug of choice).

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November 16, 2025 · 18:30

Social denial

The guardian brought me ‘up’ to speed on a matter, they did so a few days ago, but I had other matters to deal with. The story (at https://www.theguardian.com/global-development/2025/nov/12/foreign-prisoners-killed-saudi-arabian-jail-tabuk-prison-egyptians-executed-non-violent-drug-crimes-mohammed-bin-salman) gives us ‘‘I’ll be executed on Tuesday’: families reveal panicked last calls from foreigners on Saudi’s death row’ and the text gives us “foreign nationals who have been sentenced to death in Saudi Arabia for non-violent drug crimes” there is no easy way to say this. “They entered the drug traffic setting of there own free will” some will say that there is no ‘free’ will here and I kinda accept that. But Saudi Arabia has a grim view on drugs and it has had this for years. Consider the alternative, America has had an annual US federal drug war budget that has reached $39 billion, with cumulative spending since 1971 estimated at $1 trillion. What sanity do you have with 1 trillion to hand out to nothing? As I see it, the drug trade has no winners, merely losers and perhaps 1-2 elevated people for the time it takes someone to over take them (violently) and the stage restarts. There is no winning this and as such Saudi Arabia and a few other places (I think Indonesia and Turkey) has little to no problems putting these people to death. And the Guardian is socially constructing this setting. 12 happy innocent looking faces. But those they ensnare in their drug trade through pushing drugs are a simple setting for them, the simple setting is “more money for me” and that is the stage Saudi Arabia is avoiding and putting to terminal sleep forever. So when we see “Many of those sentenced to death were probably innocent or forced into drug trafficking, say human rights groups. “They’re poor, they’re marginalised. No one listens to them,” says Jeed Basyouni from the charity Reprieve.” I am willing to consider that they were ‘forced’ into the drug trade, but they went along and for whatever reason the drug trade goes on. I get that these social charity places have to be and they do more then protect drug pusher, but the setting is that we see, all for “just a few hundred dollars”, yet the drug trade in Saudi Arabia is a target for these drug traders. In 2022 we were given “Experts say Saudi Arabia is one of the largest and most lucrative regional destinations for drugs, and that status is only intensifying.” Considering that America has had its beef since before 1971 implies that Saudi Arabia had an easy time an now as they see what it costs America, they are not about to hand over 1 trillion dollars to drug dealers. You can get a lot of Shawarmas for that with an additional side dish of Baklava. And anyone thinking that they can get away from capture in Saudi Arabia is fooling themselves. The larger setting is also ignored. It is all imported by hundreds of foreign nationals. And Saudi Arabia is having none of this. So when we are given the stage of people executed in Saudi Arabia from 1 Jan to 3 Nov 2025, we see 219 people, 400% of those guilty of murder and 7300% of those executed for sexual offenses. As I see it, Egypt (where nearly all convicted drug executions seem to come from) has a serious problem and as everyone wants to blame Saudi Arabia, the setting is that someone is pushing them to make this stupid setting, because Saudi Arabia never had any other consideration that Islam teaches that alcohol and other drugs are prohibited because they induce intoxication or a mind-altered state. And as we see that Islam prohibits all intoxicants, including narcotics, citing multiple texts in the Quran and Hadith (Unlu & Sahin, 2016). We need to consider that Egyptians knew this. 90% is islamic in Egypt, so I get the question what is the religion of these people? That number is not given, there is optionally the chance that these are Christians rolling the dice (speculation as I have no clear numbers on this) and that is the flaw in this setting. The word muslim appears in that tory merely once, at the very end when we see the names of these 12 people, so there is a chance that all 12 were muslims, but is that true for all 219 executions? 

So whether you are in agreement or not of capital punishment, the larger story is that it had been known that Saudi Arabia executes people for these crimes and it has no intention to shell over a trillion dollars to the drug trade. As I see it, they feel comfortable sentencing them all to death. America might have considered that point decades ago and whilst we want to cry over these poor poor criminals. There are no non-violent drug crimes, the victims of these crimes become the puppet of violence and other transgressions and Saudi Arabia is having none of that. So I have to wonder when Europe and America are much more appealing targets, why are these people going to Saudi Arabia? That is the setting everyone is overlooking, because you can get from Egypt to Crete, Greece and Italy when you use a dinghy and steer roughly 310 degrees (an exaggeration for sure), but that seems more appealing then Saudi Arabia and seemingly no one is looking at the data that way.

Have a great day, it is 31 degrees here now, so I am seeking shades and icy cold water. Monday morning is a mere 8 house away for me now. 

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November 15, 2025 · 21:56

On the edge of legality

There are two things on my mind. The first one will be addressed after this. The second one was in my mind before I knew it. It is the stuff of nightmares. A setting that could collapse the entire Microsoft. Not for real, it is a story, a script and a far fetched one at that, but the idea has merit. To unleash global fear and mistrust on the slap of a keyboard? What is there not to like. It would be epic to say the least and why Microsoft? Simple, it has the most dodo inspiring population (those dreaming of extinction) And as such I set the idea in motion, but after I finished the other works. I put it here so that I do not forget it and the keywords are optical fibre, blacklight and Diatomite Celite, the simple keywords that can topple a presumptuous great setting. But that is enough of that. You see, I missed the news about 3 days ago (had other things on my mind) but it flew past my eyes today and I caught it this afternoon. The guardian (at https://www.theguardian.com/world/2025/nov/10/uae-says-it-will-not-join-gaza-stabilisation-force-without-clear-legal-framework) gives us ‘UAE refuses to join Gaza stabilisation force without clear legal framework’ it caught me surprised. The idea of a ‘stabilizing force’ without a clear legal framework seems adamant (wherever it is held). So when we are given “Plans for a UN-mandated international stabilisation force charged with disarming Hamas inside Gaza face growing opposition after the United Arab Emirates said it would not participate because it did not yet see a clear legal framework for the force.” So what are the Americans and the UN doing not setting a clear legal framework for this setting? With that setting we are also given “The UAE’s decision, announced by the senior envoy Dr Anwar Gargash at a conference in Abu Dhabi, reflects Arab doubts about the terms of a US-drafted resolution already distributed to diplomats at the UN in New York. The draft places an onus on a US-directed stabilisation force to be the principal means of imposing security in Gaza after Israel has left the territory.”  My first question becomes, what is the UN doing? For years they are so hoping for peace and now it seems they haven’t even considered setting a legal framework for those in that mess? As for the second issue the idea comes that Hamas needs at least a legal framework, if not you are fighting lawlessness with more lawlessness and to see that come America is not that difficult to observe, but to see that setting come from the UN is a bit ghastly. So as such I would agree with the statement by “Dr. Anwar Gargash said: “The UAE does not yet see a clear framework for the stability force and under such circumstances will not participate, but will support all political efforts towards peace – and remain at the forefront of humanitarian aid.”” And as we consider this, the setting of Gaza is becoming less and less stable. So as I read “Neither the UN nor the 15-strong security council are given a supervisory role over the stabilisation force, overseeing the implementation of the resolution, a point largely overlooked by the draft text. Nothing is specified about the funding of this stabilisation mission, which, according to the Americans, should be largely borne by Gulf states, with Saudi Arabia taking the lead.” I wonder, why the UN didn’t set up a legal framework, for agreement, or for alteration, but as I see it, none of that seems to have been done, or at least the Guardian fails to report on it, but that is no attack or opposition to the Guardian. It merely got me by surprise and made me wonder why we are paying millions upon millions to the UN when we see a (seemingly and alleged) flaw like this.

So why a I wondering about this? As I see the world claiming Israel for the slaughter Hamas instilled. I also see the UN failing at its duty to cater to any solution. And the failures seem to be adding up, but that is my (with absolute lack of expertise on matters of diplomacy and the function of the United Nations) view on the matter. So what gives? And in all this, I completely agree with the position that Dr. Anwar Gargash is taking. 

So have a great day and consider the legal framework you face at breakfast (everyone for himself/herself) and don’t take away the Labneh until you see the white in their eyes. But that is my flaky sense of humor. For now I have to consider the idea that there is a cable under the Indian ocean with my sense of innovative humor. Have fun everyone.

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November 15, 2025 · 02:12

Trumping it along

That is the setting as President Trump proclaimed publicly “We don’t need Canadian lumber” and then Canadian wood product (lumber and utensils too) got a tariff hike. So as American lumber is needed in construction it would not be starting at a 25% depletion of that market (12 billion board feet) is now going somewhere else, Canada has had enough of this bully tactic and that is going to cost America a lot more than ever considered. It is about to cost America well over an additional $23 billion (source: Capital Briefs) and that was merely the start of this. Now the Financial Times gives us ‘Canada to reroute lumber exports as Trump’s tariffs bite’ (at https://www.ft.com/content/e56e8bb0-6dc0-4447-a907-e95164cec8e5) where we see “Canadian producers are seeking to divert around 10 per cent of the lumber normally sent south of the border to new buyers in the UK, EU and Middle East after the US president in September added a 10 per cent tariff on lumber, on top of an existing 35 per cent duty. The aim to send some 1bn board feet to alternative markets — enough to build at least 75,000 average size American homes — underscores how Trump’s tariffs are starting to reshape some global supply chains, although tensions between the US and Canada over wood exports have simmered for more than half a century.” With the added ““The US simply needs to fact-check better before they end up with a large shortage of lumber that may cause further housing shortages,” said Rick Doman, chair of the Forestry Innovation Investment board of British Columbia, which produces over half of Canada’s lumber. Washington’s escalating trade measures towards Ottawa have led to shutdowns and job losses in Canada’s C$87bn ($63bn) forestry industry, one of the country’s largest employers.” We see that Canadians have had enough of the voice from Washington DC, with Canada shifting towards Europe and Asian Markets, as well as stocking up on renewable products the setting becomes a global setting where America can now no longer fuel its own softwood needs driving housing prices through the roof (except for Florida where the Canadian snowbirds are putting their  houses up for sale, leaving in excess of 175,000 houses empty and deserted). That is the setting America no faces and whilst America accuses Canada itself as a dumping ground, they better come up with the evidence and as we see “Zoltan van Heyningen, executive director of the US Lumber Coalition, a lobby group, said the American timber industry could replace 1bn board feet of Canadian imports “without batting an eyelid”” that person better prove to be true to his word, because as it stands Canada is withdrawing over 3 billion board feet of wood. And the NAHB gives us that  “With American sawmills operating at just 64 per cent of capacity it “will take years” for US domestic lumber production to expand to meet industry demands” and in that meantime it will be shredding nearly every environmental document it has, because as I see it, the nearest place it can go to is Washington State and I reckon it will cost a few more pennies to get all these trucks up and going. In the meantime we see that “the US relies on a further 12bn board feet of softwood lumber from Canada for use mostly in housebuilding. Even allowing for spare US sawmill capacity and average recent American exports of 1.3bn board feet a year, the US is currently 3.2bn board feet short of meeting current demand, according to analysis by Fastmarkets, a price reporting agency.” And the ‘graphs’ all show that America depends on almost 30% Canadian wood, when that all falls away its own wood export collapses to zero. And that gives America a new mess to deal with, because Canada is eager to make long term agreements with Europe and Asia, which means that the next administration inherits this mess in 2028 and there is no going back. And as I see it, the bill will be passed on to Weyerhaeuser, West Fraser and Sierra Pacific Industries who will have to increase their produce by almost 50%, to make up for the shortages it faces, so in what reality did you ever see that happen? 

It might sound like an amazing option for these three, but in the American setting it does mean that nearly every environmental agreement will have to be torn up to even make this work. In the meantime Canada is expertly drilling into a $280 billion market and is seemingly doubling that within the next decade, as Canada is now moving from a resource player to more highly valued products, its margins will increase nearly exponentially and is becoming the new innovator on the block and that will ease the pressures that America thought they would hand them, their plan for Canada becoming the 51st state is blowing up in the faces of Politicians in Washington DC and that is the short and sweet of it for Canada. The hardship handed by president Trump is becoming the opportunity for PM Mark Carney. And Canada is loving the outcome of this setting, because as such high value products are to be made in Canada, giving them the setting from $255.20 towards a more then doubled market that is to come and as China replaces America as the number one export country, there will be additional settings there too. An opportunity that Canada will handle with care while in the same time increasing its export to Europe. As I see it, America merely shot itself in the foot (yet again) and that setting is to be crowned as the number one achievement for the Administration carrying that royal crown. It tried to diminish the economic footprint of its northern partner, instead it opened a new revenue handle and increased its export standing with both the EU and China. And as I see it, at no significant initial loss to Canada and over the next few years it will show a significant surplus to boot. 

A setting the Commonwealth prices and a big round of applause is handed in the direction of Prime Minister Mark Carney who is now seen as the big winner (perhaps he will accept a Nobel peace price in 2026?)

Well, you all have a great day and special mention for Capitol Brief and the Financial Times for their support in this. It is 02:00 now. Time for me to introduce myself to the procedure of snoring.

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November 14, 2025 · 02:51

Now what?

Well that is one way to say it. I am tired of all these AI bubble stories, I stand by my point of view and there is a slim chance that I am wrong, but to be honest. I very much fear that I will become like Jamie Shipley getting hauled over at the end by Standards and Poor (see the Big Short) and I am tired. This blog will bear out the correctness of my view over time, too many are in denial and I don’t care about the losses that they incur, they are not my losses and I told my piece on this. Time to move on and I still feel strongly about a possible solution for the Apple vision pro (or the Meta Quest Pro) and I created two solutions that could bring either a rather hefty revenue cycle. One in linguistic and one in entertainment (Based on Horizons Zero Dawn/Forbidden West), the fact is that the Vision Pro was discontinued production in late 2024, but the story behind its failure tells us more about the future of mixed reality than any marketing presentation ever could. And that is one reality that some can sprout, but I saw the idea for a global linguistic solution (via Ubisoft and Guerrilla Software) two solutions that could have worked out if people at Apple had any brain and I put it here as early as November 9th 2024, in ‘the easy lesson’ (at https://lawlordtobe.com/2024/11/09/the-easy-lesson/) but seemingly Apple took a runner, as such the idea would now fall to the Meta Quest teams (3 or Pro) and I reckon that Meta would love a linguistic solution they could vendor to the world (together with Ubisoft), I reckon that catering to billions would please both those teams. As such I was overthinking the two solutions I concocted. More in the trend of what books could be used to cater to the lessons and my first thought was to use ‘Famiglia Romana’ to introduce into the Latin setting, but also into the Italian side and even into the other languages. As such each language also include another language which they get for free. There is nothing like a free sample to get the juices going. And from there every language that has one book that is transferred to all other languages. As my setting catered to French, Italian, English, Portuguese, Japanese, Latin and Spanish (AC Hexe) and there is the crux, why wouldn’t they use the idea? How many people are trying to learn one of these languages? The idea that DML is being used for teaching languages is novel (to say the least and 80% of the solution already exist (for all languages mentioned) and that is where these players (as I personally see it) lack vision. So at what point do they look at any idea and think “That would never work” or perhaps it is connected to the idea that a little more work could unfold a lot more revenue and as Far as I now it, the people with pupils like dollar signs (salespeople) are never shy for inviting revenue to their front door, especially as 80% is already done. And they merely need to include parts of the game and it is all covered with NPC’s. So I don’t see the point of walking away from this. And it is not that I am a coward, but Ubisoft already OWNS the IP, so there is little I can do. The other IP (Guerrilla) might open another door (beyond the gaming side). They could set the people of these places (Carja, Banuk, Oseram) to Native Indian languages and there they could invite a whole new linguistic side and even propagate these languages to the world. I might have initially designed the game specifically to the Meta Quest based loosely on Pokemon Photo, but there was a lot more to be had there and the fact that I can see these IP’s evolve and the owners did not is pretty laughable.

And lets be clear, there is life and software solutions beyond AI and the sooner these people realise this, the better they are off (as Google and Amazon decided to leave on excess of 6 billion annually on the floor). It is a setting where we see that the French language has Sans Famille (Hector Malot), I read it in the 70’s on Dutch, as such I knew of the book and I loved it, but there also is Les Trois Mousquetaires (Three musketeers) by Alexandre Dumas and Les Misérables (Victor Hugo) that makes merely three books and there are so many more and as such the French version takes shape. And when you get through the languages released as I saw them and we have 5-6 books per language and bind them in mini games in these games, you get a true linguistic solution. And the DML solutions we have in customer support could measure the correctness of the participant. One s of several solution I thought through in this approach of software induced linguistic training skills. The fact that I saw through the solution that Ubisoft has and they remain at least partially blind to this is even more humorous, and that is beside Meta being seemingly asleep at the wheel.

So if there is nothing else, it is time to do some snoring as it is almost 03:00 in the morning. Have a great day today as for most of you it is Thursday and I am already on Friday. 

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November 13, 2025 · 10:22

Labels

That is the setting and I introduce the readers to this setting yesterday, but there was more and there always is. Labels is how we tend to communicate, there is the label of ‘Orange baboon’ there is the label of ‘village idiot’ and there are many more labels. They tend to make life ‘easy’ for us. They are also the hidden trap we introduce to ourselves. In the ‘old’ days we even signify Business Intelligence by this, because it was easy for the people running these things. 

And example can be seen in

TABLES
 / v1 v2 v3 v4 v5 BY (LABELS)
 / count.

And we would see the accommodating table with on one side completely agree, agree, neutral, disagree and completely disagree, if that was the 5 point labeling setting we embraced and as such we saw a ‘decently’ complete picture and we all agreed that this was that is had to be.

But the not so hidden snag is that in the first these labels are ordinal (at best) and the setting of Likert scales (their official name) are not set in a scientific way, there is no equally adjusted difference between the number 1,2,3,4,5. That is just the way it is. And in the old days this was OK (as the feeling went). But today in what she call the AI setting and I call it NIP at best, the setting is too dangerous. Now, set this by ‘todays’ standards.

The simple question “Is America bankrupt?” Gets all kinds of answers and some will quite correctly give us “In contrast, the financial health of the United States is relatively healthy within the context of the total value of U.S. assets. A much different picture appears once one looks at the underlying asset base of the private and public economy.” I tend to disagree, but that is me without me economic degrees. But in the AI world it is a simple setting of numbers and America needs Greenland and Canada to continue the retention that “the United States is relatively healthy within the context of the total value of U.S. assets”, yes that would be the setting but without those two places America is likely around bankrupt and the AI bubble will push them over the edge. At least that is how I see it and yesterday I gave one case (or the dozen or so cases that will follow in 2026) in that stage this startup is basically agreeing to a larger then 2 billion settlement. So in what universe does a startup have this money? That is the constriction of AI, and in that setting of unverified and unscaled data the presence gets to be worse. And I remember a answer given to me at a presentation, the answer was “It is what it is” and I kinda accepted it, but an AI will go bonkers and wrong in several ways when that is handed to it. And that is where the setting of AI and NIP (Near Intelligent Parsing) becomes clear. NIP is merely a 90’s chess game that has been taught (trained) every chess game possible and it takes from that setting, but the creative intellect does an illogical move and the chess game loses whatever coherency it has, that move was never programmed and that is where you see the difference between AI and NIP. The AI will creatively adjust its setting, the NIP cannot and that is what will set the stage for all these class actions. 

The second setting is ‘human’ error. You see, I placed the Likert scale intentionally, because in between the multitude of 1-5 scales there is one likely variable that was set to 5-1 and the programmers overlooked them and now when you see these AI training grounds at least one variable is set in the wrong direction, tainting the others and massing with the order of the adjusted personal scales. And that is before we get to the result of CLUSTER and QUICKCLUSTER results where a few more issues are introduced to the algorithm of the entire setting and that is where the verification of data becomes imperative and at present.

So here is a sort of random image, but the question it needs to raise is what makes these different sources in any way qualified to be a source? In this case if the data is skewed in Ask Reddit, 93% of the data is basically useless and that is missed on a few levels. There are quality high data sources, but these are few and far in-between, in the mean time these sources get to warp any other data we have. And if you are merely looking at legacy data, there is still the Likert scale data you in your own company had and that data is debatable at best. 

Labels are dangerous and they are inherently based on the designer of that data source (possible even long dead) and it tends to be done in his of her early stages of employment, making the setting even more debatable as it was ‘influenced’ by greedy CEO’s and CFO’s and they had their bonus in mind. A setting mostly ignored by all involved. 

As such are you surprised that I see the AI bubble to what it is? A dangerous reality coming our way in sudden likely unforeseen ways and it is the ‘unforeseen way’ that is the danger, because when these disgruntled employees talk to those who want to win a class action, all kinds of data will come to the surface and that is how these class actions are won. 

It was a simple setting I saw coming a mile away and whilst you wandered by I added the Dr. Strange part, you merely thought you had the labels thought through but the setting was a lot more dangerous and it is heading straight to your AI dataset. All wrongly thought through, because training data needs to have something verifiable as ‘absolutely true’ and that is the true setting and to illustrate this we can merely make a stop at Elon Musk inc. Its ‘AI’ grok having the almost prefect setting. We are given from one source “The bot has generated various controversial responses, including conspiracy theories, antisemitism, and praise of Adolf Hitler, as well as referring to Musk’s views when asked about controversial topics or difficult decisions.” Which is almost a dangerous setting towards people fueling Grok in a multitude of ways and ‘Hundreds of thousands of Grok chats exposed in Google results’ (at https://www.bbc.com/news/articles/cdrkmk00jy0o) where we see “The appearance of Grok chats in search engine results was first reported by tech industry publication Forbes, which counted more than 370,000 user conversations on Google. Among chat transcripts seen by the BBC were examples of Musk’s chatbot being asked to create a secure password, provide meal plans for weight loss and answer detailed questions about medical conditions.” Is there anybody willing to do the honors of classifying that data (I absolutely refuse to do so) and I already gave you the headwind in the above story. In the fist how many of these 370,000 users are medical professionals? I think you know where this is going. And I think Grok is pretty neat as a result, but it is not academically useful. At best it is a new form of Wikipedia, at worst it is a round data system (trashcan) and even though it sounds nice, it is as nice as labels can be and that is exactly why these class cases will be decided out of court and as I personally see it when these hit Microsoft and OpenAI will shell over trillions to settle out of court, because the court damage will be infinitely worse. And that is why I see 2026 as the year the graded driven get to start filling to fill their pockets, because the mindful hurt that is brought to court is as academic as a Likert scale, not a scientific setting among them and the pre-AI setting of Mental harm as ““Mental damage” in court refers to psychological injury, such as emotional trauma or psychiatric conditions, that can be the basis for legal claims, either as a plaintiff seeking compensation or as a criminal defendant. In civil cases, plaintiffs may seek damages for mental harm like PTSD, depression, or anxiety if they can prove it was caused by another party’s negligent or wrongful actions, provided it results in a recognizable psychiatric illness.” So as you see it, is this enough or do you want more? Oh, screw that, I need coffee now and I have a busy day ahead, so this is all you get for now.

Have a great day, I am trying to enjoy Thursday, Vancouver is a lot behind me on this effort. So there is a time scale we all have to adhere to (hidden nudge) as such enjoy the day.

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