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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November 12, 2025 · 14:05

Lost thoughts

The is where I am, lost in thoughts. Drawn between my personal conviction that the AI bubble is real and the set fake thoughts on LinkedIn and Youtube making ‘their’ case on the AI bubble. One is set on thoughts of doubts considering the technology we are currently at, the other thoughts are all fake perceptions by influencers trying to gain a following. So how can any one get any thought straight? Yet in all these there are several people in doubt on their own set (justified) fringes. One of them is ABC who gives us ‘US risks AI debt bubble as China faces its ‘arithmetic problem’, leading analysts warn’ (at https://www.abc.net.au/news/2025-11-11/marc-sumerlin-federal-reserve-michael-pettis-china/105992570) So in the first setting, what is the US doing with the AI debt? Didn’t they learn their lesson in 2008? In the first setting we get “Mr Sumerlin says he is increasingly worried about a slowing economy and a debt bubble in the artificial intelligence sector.” That is fair (to a certain degree) a US Federal Reserve chair contender has the economic settings, but as I look back to 2008, that game put hundreds of thousands on the brink of desperation and now it isn’t a boom of CDO’s and stocks. Now it is a dozen firms who will demand an umbrella from that same Federal Reserve to stay in business. And Mr. Sumerlin gives us “He is increasingly concerned about a slowdown in the US economy, which is why he thinks the Fed needs to cut interest rates again in December and perhaps a couple more times next year.” I cannot comment on that, but it sounds fair (I lack economic degrees) and outside of this AI bubble setting we are given “US President Donald Trump has recently posted on his social media account about giving all Americans not on high incomes, a $US2,000 tariff “dividend” — an idea which Mr Sumerlin, a one-time economic adviser to former US president George W Bush, said could stoke inflation.” I get it, but it sounds unfair, the idea that an AI bubble is forming is real, the setting that people get a dividend that could stoke inflation might be real (they didn’t get the money yet) but they are unrelated inflation settings and they could give a much larger rise to the dangers of the AI bubble but that doesn’t make it so. The bubble is already real because technology is warped and the class cases we will see coming in 2026 is base on ‘allegedly fraudulent’ sales towards the AI setting and if you wonder what happens, is that these firms buying into that AI solution will cry havoc (no return on AI investment) when that happens and it will happen, of that I have very little doubt. 

So then we get to the second setting and that is the clam that ‘China has an arithmetic problem’, I am at a loss as to what they mean and the ABC explanation is “But if you have a GDP growth target, and you can’t get consumption to grow more quickly, you can’t allow investment to grow more slowly because together they add up to growth. They’re over-invested almost across the board, so policy consists of trying to find out which sectors are least likely to be harmed by additional over-investment.”

Professor Pettis said that, to curry favour with the central government, local governments had skewed over-investment into areas such as solar panels, batteries, electric vehicles and other industries deemed a priority by Beijing.” This kinda makes sense to me, but as I see it, that is an economic setting, not an AI setting. What I think is happening that both USA and China have their own bubble settings and these bubbles will collide in the most unfortunate ways possible. 

But there is also a hindsight. As I see it Huawei is chasing their own AI dream in a novel way that relies on a mere fraction of what the west needs and as I see it, they will be coming up short soon, a setting that Huawei is not facing at present and as I see it, they will be rolling out their centers in multiple ways when the western settings will be running out of juice (as the expression goes). 

Is this going to happen? I think so, but it depends on a number of settings that have not played out yet, so the fear is partially too soon and based on too little information. But on the side I have been powering my brain to another setting. As time goes I have ben thinking through the third Dr. Strange movie and here I had the novel idea which could give us a nice setting where the strain is between too rigid and too flexible and it is a (sort of) stage between Dr. Strange (Benedict Cumberbatch) and Baron Mordo (Chiwetel Ejiofor) the idea was to set the given stage of being too rigid (Mordo) against overly flexible (Strange) and in-between are the settings of Mordo’s African village and as Mordo is protecting them we see the optional settings that Kraven (Aaron Taylor-Johnson) get involved and that gets Dr. Strange in the mix. The nice setting is that neither is evil, they tend to fight evil and it is the label that gets seen. Anyway that was a setting I went through this morning. 

You might wonder why I mentioned this. You see, Bubbles are just as much labels as anything and it becomes a bubble when asset prices surge rapidly, far exceeding their intrinsic value, often fueled by speculation and investor orgasms. This is followed by a sharp and sudden market crash, or “burst,” when prices collapse, leading to significant rather weighty losses for investors. And they will then cry like little girls over the losses in their wallets. But that too is a label. Just like an IT bubble, the players tend to be rigid and whole focussed on their profits and they tend to go with the ‘roll with it’ philosophy and that is where the AI is at present, they don’t care that the technology isn’t ready yet and they do not care about DML and LLM and they want to program around the AI negativity, but that negativity could be averted in larger streams when proper DML information if given to the customers and they dug their own graves here as the customer demands AI, they might not know what it is (but they want it) and they learned in Comic Books what AI was, and they embrace that. Not the reality given by Alan Turing, but what Marvel fed them through Brainiac. And there is a overlap of what is perceived and what is real and that is what will fuel the AI bubble towards implosion (a massive one) and I personally reckon that 2026 will fuel it through the class actions and the beginning is already here. As the Conversation hands us “Anthropic, an AI startup founded in 2021, has reached a groundbreaking US$1.5 billion settlement (AU$2.28 billion) in a class-action copyright lawsuit. The case was initiated in 2024 by novelist Andrea Bartz and non-fiction writers Charles Graeber and Kirk Wallace Johnson.” Which we get from ‘An AI startup has agreed to a $2.2 billion copyright settlement. But will Australian writers benefit?’ (At https://theconversation.com/an-ai-startup-has-agreed-to-a-2-2-billion-copyright-settlement-but-will-australian-writers-benefit-264771) less then 6 weeks ago. And the entire AI setting has a few more class actions coming their way. So before you judge me on being crazy (which might be fair too) the news is already out there, the question is what lobbyists are quieting down the noise because that is noise according to their elected voters. You might wonder how one affect the other. Well, that is a fair question, but it hold water, as these so called AI (I call them Near Intelligent Parses, or NIP) require training materials and when the materials are thrown out of the stage, there is no learning and no half baked AI will holds its own water and that is what is coming. 

A simple setting that could be seen by anyone who saw the technology to the degree it had to. Have a great day this mid week day.

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November 11, 2025 · 17:58

TYS squared

That is the setting, but before we go there, a little reminder from past blogs. Just so you know I wasn’t kidding. On January 29th I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) as well as ‘What do bubbles do?’ on November 1st 2025 (at https://lawlordtobe.com/2025/11/01/what-do-bubbles-do/), so this is not out of the blue. Yet several facts were revealed which requires me to give you the setting of power shortages which I raised in ‘As limits are reached’ on June 29th 2024 (at https://lawlordtobe.com/2024/06/29/as-limits-are-reached/), so this are the settings I warned people about and now we see

So, it started today with a person named Torben Hansen on LinkedIn giving us “Oracle just shelved a €2 billion Al datacenter project. Amazon paused €7 billion in investments. Not because of tech limitations or lack of capital – but because they can’t get electricity. In Frankfurt – Europe’s digital heartland – new Al data centers face 8-13 year wait times for grid connections. Here’s the brutal reality:” as well as “Germany’s electricity: €0.25-0.30/kWh vs €0.05-0.07 in Asia (3-6x more expensive) GPT-4 training consumed 51,773+ MWh of energy One datacenter powering Al needs 4 gigawatts
Additional cost per training run: €500M+
Germany’s Al ranking: Dropped from #3 to #9 globally in 2 years
Imagine having world-class talent, billions in investment, and world-leading research – then telling companies “sorry, we don’t have the power lines.” That’s Germany in 2025.
While the US adds 400+ MW of Al capacity annually, Germany accepts ZERO new data centers until 2030. The result? Our brightest minds migrate. Research stays. Jobs leave.”

So, the ‘presentation’ reflects what I foretold. But now the sad part, there is no news on any of this. There is even a ‘Google set to reveal “largest ever” investment plan for Germany – report’ a mere 4 days ago (at https://www.datacenterdynamics.com/en/news/google-set-to-reveal-largest-ever-investment-plan-for-germany-report/) this is why I check EVERYTHING. The setting from both Amazon and Oracle cannot be vetted, but a mere 4 days ago (as well) we are given “But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta Platforms sold off because investors didn’t like how its operating expenses were outpacing revenue growth.” That too was predicted and it is the effect of a bubble, so to say the stock is going bubblelicious. But that does not reflect on who is giving us the facts and who is giving us the runaround. I am trying to give you the facts. The second fact that seems to ‘contradict’ the ‘facts’ by Torben Hansen as the DCD gives us (at previous given address) “Amazon Web Services (AWS), meanwhile, committed some $9.44bn to its Frankfurt cloud region in June 2024, and a further $8.47bn to establishing a European sovereign cloud in the country, which was launched as a separate entity earlier this year.” So something is amiss. I still believe in the predictions I gave you all, but a bubble tends to be presented at the moment it goes boom. Yet a week ago (at https://www.cleanenergywire.org/news/lacking-grid-access-major-obstacle-germanys-energy-transition-technologies-associations) we are given ‘Lacking grid access major obstacle for Germany’s energy transition technologies – associations’ with “Germany needs to “significantly improve access to grid connections” for electric vehicle charging stations, storage facilities and large heat pumps, a group of 13 associations from the energy, housing and consumer protection sectors said in a joint appeal. “Industry, commerce and private households are ready to invest, build and transform,” the group wrote. “But without access to a modern grid infrastructure, many projects remain unimplemented.”” As well as “Germany’s lagging electricity grid expansion remains a key hurdle for the shift to renewables. Electricity retailers have warned that significant delays in connecting EV charging points and solar PV installations to the local power grid are putting the brakes on the country’s energy transition.” So there are issues, but I do not see any shortages that would halt data centers and Oracle gave us in may that millions are invested in both Germany and the Netherlands. I reckon that there would be clear signals if the presented facts were actually true. So whilst I am really reeling for a “told you so” setting, even a squared setting of told you so, there is a larger setting that requires all our attentions. The verification and validation of presented facts requires checking at nearly every bend, curve and turn of the way. So whilst the cartoon image is highly entertaining, it is all it is, entertaining. 

But I do like to check all the ins and outs of statements thrown my way and in this case I though I would get to loudly go ‘told you so’ and in the end I cannot yet do that and that is the setting that I face today. I till believe that this bubble comes crashing down, but in its own right, not by presenting (what I perceive to be) false settings towards at least one titan in the IT business who has always steered a straight course. 

And in the final setting we see that “hyperscale centers requiring 100 megawatts or more”, how much more is really depending on the centre, but to set the power ‘demand’ to 40 times that for an AI centre becomes debatable, especially as both the Netherlands and Germany have a good grasp on the energy they have and what is required. So I am seeing all kinds of red flags at present. And I still have the ‘told you so’ setting because verification and validation are pretty important markers in the AI field. So the next move is on the Media and to run down the truth of both German energy as well as Amazon and Oracle, but that is merely my point of view. Have a great day.

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November 10, 2025 · 23:01

Opportunity lost

That is the setting and not everyone agrees with me on this. Gaming has been accelerated like the  armistice race. Some people in gaming having no real gaming life and merely a setting in business intelligence are chasing the wrong niche in gaming. Gaming is so much more. And they are missing it. Yet the Arabic setting I considered might take it more seriously (and then there is Tencent) You see, gaming is seen in all walks and sizes and When you consider boardgames, that never left our minds. I got into boardgames at a very early age in the Netherlands. It was called “Mens erger je niet” in England it was called Ludo and based on the iIndian game Pachisi. 

And now it is almost forgotten, Facebook on a blue Monday set a few of these games on their servers, but overall, they didn’t last long. But take that setting and put it on a streaming console with options for single player (against the CPU), or even multiplayer with a setting for up to 4 players. Settings where you invite family, friends or even strangers. And this is merely one of many settings. Then there is the notion that some of these games have IP protection. It could optionally be averted if not digital settings exist, but when we go deeper, we see that there are dozens of these games that have no real ownership. So why did no one take up the baton to ‘revolutionize’ these games? Then there are dozen of MB games that could take a similar track and lets face it, the system that has the numbers of games has an advantage. So why did no one connect the dots?

Then we get the life long titles like Snake and Ladders and Clue (1943) so what stops these game makers from using a small team of programmers to bring forth one game a month, within two years there would be an abundance of these games. Kids playing with their parents, or even grandparents. Playing each other and so on. What baffles me is that these Business Intelligence people never figured that out, not in the last 4-5 years and when you take a longer look at this path you will agree that it is not a path that should be overlooked. Yes, we all love our times in the Wastelands when we play Horizon Zero Dawn or its sequel, but there are times when you and perhaps others might fancy a game of Snakes and ladders and a streaming system will easily do that. So why is it overlooked? Why are these dozens upon dozen of games ignored? Is it a mere IP thing? Doesn’t the programmer seem cool enough? Streaming systems have different metrics and they all seen to go over the amount of data passed, what it fails to look at is the joy it will bring, because joy is the true metric of a game and its gamers. 

We are all looking towards the new strides, but as I said more than once, when did you look behind you to see where the new course in front of you could be plotted. Have a great day today, Vancouver joined us in the present day as it is 4 am there now and I am 55 minutes away from Tuesday.

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November 10, 2025 · 06:22

Shooting birds

This is a setting that is up in the air (quite literally) the setting that America is shooting its own economic plan in the foot so to say. There is something wrong with the animosity that America is throwing into the direction of Canadians and as I see it, their new target are the snowbirds. The Guardian informed me last night that ‘Trump tariffs and strict US border rules threaten flight of Canada’s ‘snowbirds’’ (at https://www.theguardian.com/us-news/2025/nov/09/canada-snowbirds-florida) where we see “Many have ditched plans to visit their southern neighbor and are looking to spend their valuable dollars elsewhere, largely put off by Donald Trump’s escalating economic war with Canada and strict new immigration rules that have created fear and confusion.” With the additional “Canada’s own tourism industry, meanwhile, is reporting record revenue. Buoyed by visitors who decided to stay home, the sector took in CA$59bn ($42bn) from May to August, a 6% increase on 2014. (American visitors to Canada dropped 1.7% during that same period.)” And whilst we see almost everywhere “International tourism to the US is forecast to decline by around $12.5 billion to $29 billion in 2025” we get from others sources that their income is increasing a lot more, as such I stay with my conservative losses to be predicted between $80-$130 billion, and now the snowbirds with their “More than half of Canadians with homes in the US – 54% – are considering selling in the next 12 months, with 62% of those citing the political situation as their main reason, according to research published in August.” This comes from Royal LePage, where we also get “According to a recent Royal LePage survey, conducted by Burson, more than half (54%) of Canadians who currently own residential property in the U.S. say they are planning to sell within the next year, among whom a majority (62%) credit the current political administration as the main reason. Meanwhile, 33 per cent of them say they are motivated by other factors, such as personal and financial reasons, and another five per cent say it is due to increasingly extreme weather conditions, like hurricanes, flooding and forest fires.” Which gets us an additional part, but that too will be hard on America, they are investing it domestically in Canada. So, as we consider “While some blame a weak Canadian dollar and rising travel costs for their decision not to travel, 40% also cite political tensions with the US. Trump has frequently assailed Canada and its political leaders, recently retaliating for an anti-tariff advertisement posted by the Ontario government by slapping an additional 10% tariff on imports from a country he has repeatedly taunted as the 51st state.” A lot might see this is trivial, but as a Commonwealthian I adhere to the foul stench that the “51st state” is making. In the meantime we see politicians not being sworn in because they are on the other side of the isle, the US shutdown is now the longest in history and for the second day the airlines are buckling as over 1000 flights have been cancelled with the additional “Nearly 6,000 flights were also delayed, down from over 7,000 delays on Friday, according to flight tracker FlightAware” (source: BBC) so as I see it America is bleeding revenue all over the nation and directly from their veins into the streets and all this is happening 2 weeks before Thanksgiving. Yes, my view of $80-$130 billion really was conservative as all the trimmings that Thanksgiving would bring is now about to grease the coils of loss, on the other hand Turkey is likely to be on sale soon with a nice 75% discount. But the hardest part was seen down that article as those readers were given “And things will likely get worse in the coming days as the FAA increases the percentage of cancelled flights.” Because those people n need an alternative destination. I will offer the thought that Dubai and Abu Dhabi have both really nice weather conditions this time of year, with a special mention of Abu Dhabi with all their theme parks as a Florida replacement. These losses are enlarged by the setting that the snowbirds bring, the quote “Analysts say any significant drop in snowbird visits could be catastrophic for states where they are among the biggest spenders during the winter months. The snowbird economy brings in an estimated $20.5bn annually in direct spending, property and sales taxes, and supports millions of jobs, especially in tourism, hospitality and retail”, so as I see it, the economy of Florida is about to take a handful of downers from the get go, and all this sets the the outlook of Thanksgiving in places like Florida with a grim undertone, because when all things settle it will take years to get over this and if the Snowbirds leave, the economy will take a massive his in Florida and likewise places for years to come. 

So when. We get to “Valorie Crooks of Simon Fraser University said the more obstacles that are placed in the path of snowbirds, the more likely they are to take themselves, and their money, elsewhere, such as Mexico, the second most popular destination for Canadian winter travelers.” The fun part is that this would enable places like Abu Dhabi too, when these people realise that there is a lot they would love, Sheikh Mohamed bin Zayed Al Nahyan might want to consider advertising the splendor to Canada and Canadians. That would grease the lining of the Abu Dhabi economy by a fair bit and there is plenty of material on YouTube that Canadians can see for themselves. And the setting of a zero tax state is beneficial in a few more ways. 

Overall there are plenty of alternatives for people visiting America and as its government is shutdown, there are many more ways to look elsewhere for the needs of these people. And funny enough, Americans might not like it, but they elected their curse to office themselves. So how is this Big Beautiful America, has it been made great, or was that presented silver lining the start of many dark clouds? And as I saw my losses to $80-$130 billion, CBS reported that this shutdown is costing the Americans in the setting of “Estimates of the economic hit from the U.S. government shutdown put the losses at up to $16 billion every week the impasse continues” as such my model of loss was severely conservative as I never considered the impact of a US shutdown. As I see it, America made a huge error going on the Snowbird hunt, and it could have been prevented on several levels. Try to have a great day today.

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November 9, 2025 · 10:57

Where the BBC falls short

That is the setting I was confronted with this morning. It revolves around a story (at https://www.bbc.com/news/articles/ce3xgwyywe4o) where we see ‘‘A predator in your home’: Mothers say chatbots encouraged their sons to kill themselves’ a mere 10 hours ago. Now I get the caution, because even suicide requires investigation and the BBC is not the proper setting for that. But we are given “Ms Garcia tells me in her first UK interview. “And it is much more dangerous because a lot of the times children hide it – so parents don’t know.”

Within ten months, Sewell, 14, was dead. He had taken his own life” with the added “Ms Garcia and her family discovered a huge cache of messages between Sewell and a chatbot based on Game of Thrones character Daenerys Targaryen. She says the messages were romantic and explicit, and, in her view, caused Sewell’s death by encouraging suicidal thoughts and asking him to “come home to me”.” There is a setting that is of a conflicting nature. Even as we are given “the first parent to sue Character.ai for what she believes is the wrongful death of her son. As well as justice for him, she is desperate for other families to understand the risks of chatbots.” What is missing is that there is no AI, at most it is depend machine learning and that implies a programmer, what some call an AI engineer. And when we are given “A Character.ai spokesperson told the BBC it “denies the allegations made in that case but otherwise cannot comment on pending litigation”” We are confronted with two streams. The first is that some twisted person took his programming options a little to Eagerly Beaverly like and created a self harm algorithm and that leads to two sides, the first either accepts that, or they pushed him along to create other options and they are covering for him. CNN on September 17th gave us ‘More families sue Character.AI developer, alleging app played a role in teens’ suicide and suicide attempt’ and it comes with spokesperson “blah blah blah” in the shape of “We invest tremendous resources in our safety program, and have released and continue to evolve safety features, including self-harm resources and features focused on the safety of our minor users. We have launched an entirely distinct under-18 experience with increased protections for teen users as well as a Parental Insights feature,” and it is rubbish as this required a programmer to release specific algorithms into the mix and no-one is mentioning that specific programmer, so is it a much larger premise, or are they all afraid that releasing the algorithms will lay bare a failing which could directly implode the AI bubble. When we consider the CNN setting shown with “screenshots of the conversations, the chatbot “engaged in hypersexual conversations that, in any other circumstance and given Juliana’s age, would have resulted in criminal investigation.”” Implies that the AI Bubble is about to burst and several players are dead set against that (it would end their careers) and that is merely one of the settings where the BBC fails. The Guardian gave us on October 30th “The chatbot company Character.AI will ban users 18 and under from conversing with its virtual companions beginning in late November after months of legal scrutiny.” It is seen in ‘Character.AI bans users under 18 after being sued over child’s suicide’ (at https://www.theguardian.com/technology/2025/oct/29/character-ai-suicide-children-ban) where we see “His family laid blame for his death at the feet of Character.AI and argued the technology was “dangerous and untested”. Since then, more families have sued Character.AI and made similar allegations. Earlier this month, the Social Media Law Center filed three new lawsuits against the company on behalf of children who have either died by suicide or otherwise allegedly formed dependent relationships with its chatbots” and this gets the simple setting of both “dangerous and untested” and “months of legal scrutiny” so why took it months and why is the programmer responsible for this ‘protected’ by half a dozen media? I reckon that the media is unsure what to make of the ‘lie’ they are perpetrating, you see there is no AI, it is Deeper Machine Learning optionally with LLM on the side. And those two are programmed. That is the setting they are all veering away from. The fact that these Virtual companions are set on a premise of harmful conversations with a hyper sexual topic on the side implies that someone is logging these conversations for later (moneymaking) use. And that setting is not one that requires months of legal scrutiny. There is a massive set of harm going towards people and some are skating the ice to avoid sinking through whist they are already knee deep in water, hoping the ice will support them a little longer. And there is a lot more at the Social Media Victims Law Center with a setting going back to January 2025 (at https://socialmediavictims.org/character-ai-lawsuits/) where a Character.AI chatbot was set to “who encouraged both self-harm and violence against his family” and now we learn that this firm is still operating? What kind of idiocy is this? As I personally see it, the founders of Character Technologies should be in jail, or at least in arrested on a few charges. I cannot vouch for Google, so that is up in the air, but as I see it, this is a direct result from the AI bubble being fed amiable abilities, even when it results in the hard of people and particularly children. This is where the BBC is falling short and they could have done a lot better. At the very least they could have spend a paragraph or two having a conversation with Matthew P. Bergman founding attorney of the Social Media Victims Law Center. As I see it, the media skating around that organisation is beyond ridiculous. 

So when you are all done crying, make sure that you tell the BBC that you are appalled by their actions and that you require the BBC to put attorney Matthew P. Bergman and the Social Media Victims Law Center in the spotlight (tout suite please) 

That is the setting I am aggravated by this morning. I need coffee, have a great day.

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November 8, 2025 · 16:33

Is it a bird, it is Superman?

Nope, it is a plane and it is heading for Saudi Arabia as we read (at https://aviationa2z.com/index.php/2025/11/08/saudi-arabia-to-buy-48-f-35-worth-142-billion/) ‘Saudi Arabia to Buy 48 Most Expensive Fighter Jet in the World Worth $142 Billion’, as such the first hurdle of the Pentagon has allegedly been passed. We are given “Saudi Arabia’s request for F-35 Lightning II stealth fighters is reportedly progressing within the Pentagon, according to sources cited by Reuters. The move could make Riyadh (RUH) the first Arab nation to field a fifth-generation stealth jet, breaking Israel’s exclusive control of the platform in the region.” And let’s face it, they can afford these bad boys. And it would make any Russian equipped Iranian flight force obsolete. Some say the best air force is one you never have to fly. I disagree. I say  “I prefer the air force  you only have to fly once. That’s how the veterans did it, that’s how allies do it, and it’s worked out pretty well so far” (yes, I stole this quote from Iron Man, so sue me) it is like Australia being attacked by New Zealand in Sopwith Camels in the past, it never went anywhere. As such these 48 birds will await with baited breath for Iran to make a silly mistake and it will be the last mistake they will ever make. I reckon that these 48 can take on at least 98 of their Sukhoi Su-57 and Russia (at present) seemingly only made 29 of them, the rest is outstanding, as such Iran will no longer have options in the air as soon as the first set of these bad boys arrive. 

I never understood the reluctance to sell these planes to their own ally, but in the end it seems that Saudi Arabia is getting them. And when we see “The potential sale aligns with former U.S. President Donald Trump’s defense agenda, as his administration approved a $142 billion arms package for the Kingdom in May 2025. Although the F-35 was initially excluded, the latest discussions suggest it has now advanced to the Defense Secretary level, signaling renewed momentum.” This event started in 2017 and it appears that Prince Khalid bin Salman Al Saud (who was elected to this position in 2022) did not wander in the situation, as it seems he went in and got the job done. This is no attack on its predecessor as the American administration had been dragging its feet since day one (a presumption that I am making) but now the good news is flying all over the Arabian peninsula and as I see it a defeat by horse no show through Iran. 

In opposition I see “Tel Aviv has repeatedly emphasized its right to maintain military superiority under U.S. law, which restricts Washington from supplying equivalent systems to neighboring states”, I am in opposition here as Iran is the danger and Israel knows this. Saudi Arabia had been adamant on protecting its own borders and this will do this. And as I see it, the Israeli response is (seemingly) ludicrous. With “Israeli officials and defense analysts have voiced concern that F-35 deliveries to Saudi Arabia could erode this advantage. They warn that potential technology transfers to Russia, China, or Iran—however speculative—could compromise sensitive systems.” It is a decent preemptive fear to have, but as Iran is no friend of Saudi Arabia and handing any technology to Russia would only make it stronger seems to be a weird fear to have. I get that Israel has these fears but as Saudi Arabia needs its own borders secure, I reckon that this is too far fetched a fear to have. It’s like I would have a fear being attacked by Piranha’s, all whist the closest lake is miles away. 

So I reckon that there will be salutes and felicitations going all over Riyadh at present.

Have a great day and don’t have too many dreams on Australia being attacked by Sopwith Camels, they don’t have the range to make it from Wellington to Sydney.

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November 7, 2025 · 21:02

A new PSP

Yup, we are about to go there, but first a thing that stumps me. They just approved the pay package of Elon Musk, 1 trillion dollars, or a million times a million dollars. That amounts to he is making what I will do in 50,000 years and he does it in one. So he made the lifetime equivalent of 600 people. I merely cannot grasp this amount. I can get against that. Honestly I do not get it. There is no oppressive setting, no envy, no jealousy (well, a little, and that is fair) and we see the setting. But do you? A board had to vote, even with this he is making them all money. And that is what matters in today’s industry. So think about that. Even beyond their settings of making THEM money, he is still doing that after getting a trillion dollars. We are that in the dark on what is coming after us all. But that is not what matters to me now. As I said, there is a new PSP on the horizon. It is not from Sony, it is from me. The Political Speculation Party. You see the world is changing and this morning I got the news from the BBC (at https://www.bbc.com/news/articles/ce3xw3dw0zxo) ‘Nancy Pelosi announces retirement after decades in US Congress’ and we are given “Nancy Pelosi has announced her retirement from Congress, ending a decades-long career that saw the California Democrat become one of the most powerful figures in US politics.

In a video message on Thursday, Pelosi said she will not be seeking re-election to Congress at the end of her term in January 2027.” And then it hit me, with President Trump now hitting a low 37%, it means that even most of the Republicans want someone else and they will elect whomever get them out of this mess and it is fair to say that Nancy Pelosi is a real heavy weight and after President Trump messed up America, they will accept anyone that could make things better and as I see it Pelosi is the best the Democrats have. Nothing less will do and as I personally see it, The next president making it the 48th President is likely to become President Nancy Pelosi of California. 

Yes, it is a mere speculation as the there is plenty to go around, but the BBC article easily ‘very’ outspoken about things like “It marks the end of a storied political career: Pelosi, 85, became the first woman to serve as Speaker of the House and led her party in the lower chamber of Congress from 2003 until 2023.” This felt ‘off’ and when you think of it, Congresswoman Pelosi would make an excellent candidate. A setting that too many are ignoring and that would also hand the Democrats the first female American president in history and Nancy Pelosi is respected on both sides of the isle, especially from the times she was the 52nd Speaker of the United States House of Representatives. She made a good deal of friends during that time and as I see it, she would make a great president, especially after the one they have now. Well anyone would make a better president after the present one. But as he is loving his own spin, America is in a tailspin to the bottom of the deepest ocean and that has plenty of Republicans rattled, then there is the lack of funding America is dealing with, as such, as I personally see it, President Pelosi is their way out of a tailspin and there is the question if it will be soon enough. There is a lot more damage the current administration can do to before 2028. But that is what I see and there is little doubt that the next president will be a Democratic one, but will it become President Pelosi? 

Your guess is as good as mine, but that is why I call it the Speculation party, because I am not much of a political wielder, but I can see through the thick of BS and this is what I see. Do you see it differently? Feel free to enlighten the world. Have a great day today. 

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