Tag Archives: 5G

Go with a smile

OK, I will be honest, this morning, I saw news pass by and it made me giggle. It was the title, I swear, the title was enough, because below the surface it is actually a serious matter, yet the writer/editor of Arab News gives us “‘Spy cell’ in Saudi Arabia sought foreign financing“. In my mind, I saw the image of two freshman at Berkeley University in California, walk into a wealth managing corporation like Rothschild’s and tell the CEO, that they found a way to overthrow the government and if they could please get some funding (at http://www.arabnews.com/node/1306306/saudi-arabia).

I know, you are giggling now too, but that is what they title left me with, yet it is actually a lot more serious. You see, the Kingdom of Saudi Arabia is a monarchy. Like all monarchies there are set rules and regulations on what to do and more important what not to do. Anyone with a primary school education knows this, no rocket science involved.

Yet, below the title, under the image we see a caption that is very much a serious matter. With: “Saudi Arabia’s Presidency of the State Security arrested seven people for suspicious communication with foreign entities and actions against the state“, you see there are two elements in this the first is ‘suspicious communications‘, which is optionally an element, yet ‘actions against the state‘ is actually quite clear. The question is how it all fits together, and make no mistake, there is a clear setting that it applies to a hell of a lot more people than merely those in the KSA, so you better wake up fast.

The elements of worry are seen in the first paragraph. Here we see “sought to “incite strife by communicating with foreign entities hostile to the Kingdom and to establish a false legal organization, according to information received by Asharq Al-Awsat from informed sources“, it could impact a lot more people than you think. In light of the escalations of Vision 2030 as well as the setting in Neom, we are bound to get a few cowboys trying to strike it rich (I am definitely one of them), in a setting of a total amount of close to $800 billion, or $800,000,000,000, I too will happily try to pick up a few coins, I will as the non-greedy person that I am happily settle for 0.001% or $8,000,000. I have a weapon system, an idea to make an Iranian nuclear reactor do the runaway on its own operators (by using the principle of a snow globe), which is my way of telling Steven Walker from DARPA that his behavioural sciences degree is not that useful in a nuclear physicist setting (nyuk, nyuk, nyuk), no negativity on Steven Walker though, he is slightly smarter than most smart cookies, and in addition to the earlier two ‘solutions’, I also considered a solution that I thought up to solve the UK NHS issue, which actually has a lot more applications under 5G.

I am not digressing, you see, these idea’s all need funding, now there are a few players with ideas that are all good and proper and in the 11th hour one of the backers walks away (reason is irrelevant), so now this (young) upstart needs to fix things fast to get its fingers in the Saudi Arabian treasury till of Vision 2030/Neom. In this he reaches out and he finds an interesting backer and meets with an entrepreneur in Qatar, now we have close to the same setting as we just read. Qatar and the Kingdom of Saudi Arabia are not really on good terms. Now add a few emails that skates around the funding and we have a setting that might be seen by Saudi Arabia as a worry, when we consider that Qatar has its own ‘Smart Digital plan‘ for 2030 we get a setting that some people might consider selling their idea twice. It is not far-fetched and it is definitely on the minds of close to a dozen growth driven people in Silicon Valley. Now we have a very different ballgame and that is not even considering those people who have been working as 3rd party developers for places like Palantir; anyone of those developers when they approach both Saudi Arabia and Qatar might be seen as just such a transgressor.

We forget that each nation has its own set of rules and even as some think that they are ‘shielded’ as they are American or perhaps Commonwealth citizen, they better wake up fast and realise that in national interests, it is the nation where you are where you need to adhere to settings. This works in both directions. We see this with “Dr. Ibrahim Al-Nahas, member of Shoura Committee Council on Foreign Affairs, told Asharq Al-Awsat on Saturday that the Kingdom is capable of overcoming many security challenges due to the vigilance of its security apparatus“, I do not for one moment disagree with Dr. Ibrahim Al-Nahas, for the most merely due to a lack of data, yet what he optionally forgets is that this system is going to get tested more and more over the next 5 years from all the parties who are trying to get an option to what we should consider is the largest technological jackpot in the last 25 years. We have not seen the option to such opportunities since the beginning of Windows 95, so there will be a massive flock of cowboys trying to land a deal with numbers optionally up to 9 zeroes behind a number, so you better believe that thousands of ‘innovators’ will come with their idea of a lifetime, which could potentially swamp the security apparatus.

In case of the article, it is about seven people who have been active to facilitate by acts that are considered “hostile to Saudi Arabia, to receive financial support in exchange for continuing to incite trouble”, which seems to be a decently clear setting. Yet it will not always be that clear when we see “It said authorities detected coordinated activities by a group of people, who carried out organized work to violate the religious and national principles of the Kingdom“, in the setting as quoted, there are a number of issues, religious principles being the first one that carries weight, because most cowboys seem to forget that Saudi Arabia is a Muslim state, as such it acts on religious settings. That is also the case in America where they have the pledge of allegiance, which gives us “I pledge allegiance to the Flag of the United States of America, and to the Republic for which it stands, one Nation under God“, this is important, because many nations have something similar. So when someone noticed that McDonalds in Saudi Arabia advertised “We renew our allegiance and obedience for his royal highness, the servant of the two holy mosques, King Salman the son of Abdul Aziz Al Saud, and we support Amir Mohammed bin Salman, his son, to become Minister of Defence and Prime Minister and to be nominated as successor.  God give him wisdom and equip him to rule his kingdom. With peace and prosperity, McDonald’s“, in this the response by someone who appears to be a Canadian, we see “Ads in Saudi Arabia placed by @McDonalds pledging allegiance to the new crown prince….am I the only one that finds this totally bizarre?“, I think that he did nothing wrong, even as he thinks it is weird, but when you are so far removed from a true monarchy setting, you forget small things. I too when I was in my military time had to make the pledge of allegiance, which in my case was to pledge allegiance to the monarch, obedience to the law and subject to martial law  with: “Ik zweer trouw aan de Koningin, gehoorzaamheid aan de wetten en onderwerping aan de krijgstucht. Zo waarlijk helpe mij God Almachtig“. Even as martial law no longer applies to me, I still feel that my oath obliges me to come to the aid and protection of the Dutch royal family until my dying day. It is something we accept, it matters to us, to any monarchist. So it is the same in Saudi Arabia and you better believe that (roughly) 99.99992% of these citizens will comply and enforce that oath on all those (citizens) who think they need not do that.

I feel that global businesses forget about such settings and they are optionally shooting themselves in the foot by not educating their staff members when having to go to such places. It matters because we all make mistakes and there are transgressions which are usually forgiven (unless you make an error under paragraph 322(5) under UK immigration law, then you are truly screwed), yet when you make mistake after mistake, even unintentional, merely because you come from a very different environment, you could end up burning the brand you represent permanently in that nation, which might be a nice little challenge for Apple, Google and IBM to survive. Although IBM is more business strict, but the Apple and Google mindset might find it increasingly hard to adjust and that is where losses are made, really large losses I might add.

So even if you are laughing now on the ridiculous setting I am offering, you better realise that the law in not a funny matter in Saudi Arabia. It is set to be written as “Saudi Arabia is a state built on the foundations of justice and it enshrines the principal of equality for all before the law”, you better realise that within many nations there is a consideration on what defines ‘foundations of justice‘. According to some sources Saudi law in theory allows that the ruling of a death sentence is a real setting, now we can understand that we know not to commit murder, yet in that same setting Espionage and Treason also gets your head separated from your body just like in: ‘off with their heads!‘ (Quoting the Queen of Hearts from Alice in Wonderland), now in the technological setting that is happening at present in the beginning of the article, the involvement of Qatar (fictive example), treason and espionage are actual options now coming to the surface? Now we all know that being well prepared stops such things from happening, yet who knew that Adultery and Waging war on God are equally punishable? So when you think that you have a nice option for Saturday night in your hotel room, did you realise that if you live by ‘it doesn’t count in you are in another country‘, your future might end up a little more grim than when you got out of bed that morning? And that is even before we get to Waging war on God, which is an issue on several levels. You see unless you have a clerical mind, the dangers of waging war on God is an open field, you can be transgressing this unknowingly if you are a Christian and that is something one must be prepared for so that it can be avoided.

If I understood it correctly the ḥirabah is seen as ‘enemy of God‘. The reference is seen in verse 33 of Surah al-Ma’ida of the Qur’an. It sets punishment for “those who wage war against Allah and His Prophet and strive to spread disorder in the land“, yet ‘disorder in the land‘ is a much wider concept nowadays then when what it was in those ancient days. We see that wisdom when we look back to those days as ‘banditry in open country: a uniquely destabilizing threat to civil order in a pre-modern society’. You might think of it as folly, yet in those days when towns relied on commerce and traders, banditry could have far-fetching consequences for the entire town, perhaps even the region. You only have to look at the movie ‘Kingdom of Heaven‘ a Ridley Scott masterpiece to see what a massive destabilising factor the Christian knights and people tended to be in those days. They were basically whoring and pillaging whenever possible (basically every waking hour), and no one considers the impact that left the Muslim Arabic nations?

This all matters because when you are trying to tap into the wealth that Arabia as a whole is offering, you better know what you are in for, you better be prepared and you also better leave some of your values (or lack thereof) at home. The setting of this stage seems all too appealing, yet many nations have a clear legal directive and as I have been hearing some of the conversations around me, it seems to me that some have not considered the impact they are setting their perception, what they think is happening and what is perceived. So when I heard someone say “go there, smile a lot and make a fortune. It works in japan“. Now, I am not certain whether that would work in Japan to that degree, I am decently certain that they will lose a lot more than they bargained for when they are totally unprepared going to Saudi Arabia thinking that they strike gold with a mere presentation and a smile. Because the wrong presentation can easily be perceived and what you thought was a nice idea in the end brought chaos in the land, good luck setting up your defence at that point.

I believe that good business is always available in every nation; the wisdom is to comprehend the rules of that game in that nation and abide by them, not as best as you can, but completely. In the age of compromise I think the current generation is oblivious to that danger, they have been so used to go by ‘let’s compromise’, not everyone is willing to do that. In this considering John Braithwaite’s excellent work ‘Corporate Crime in the Pharmaceutical Industry‘, it is not about the pharmaceutical part, the issue is the setting of corporations. By the time that you have gotten to chapter 4 (fraud in the safety testing of drugs) or chapter 5 (criminal negligence in unsafe manufacturing of drugs), by that setting you will have seen close to a dozen issues that could perceive you as the party responsible for creating ‘disorder in the land‘. This is merely a academic setting, I am not an Saudi Attorney, I have no experience in practicing Muslim Law, but these were the questions that formed in my mind and In all this I see a clear element missing in all the presentations that passed my eyes, seeing them scrutinised in a setting of Islamic Law seems to be important, because the law in Saudi Arabia is not set in the Crimes Act, the Data Protection Act, the Human Rights Act or the Mental Capacity Act. It is set through the Quran and that is a very important distinction.

For the most, when people are going for the jackpot, they tend to be as prepared as possible, yet in all this, more than just a few have forgotten that it is not merely a presentation, they better be aware of the legal lay of the land, as well as the social and personal norms that are required in Saudi Arabia (as with every nation you want to do business), we seem to look at the EU where almost anything is valid and not illegal, as such they forget that there are places where that approach will not work.

Did I get all this from a mere reference to a Spy Cell in the Arab News? Well, not exactly! I had been looking at parts of this for a little while, merely because some settings require investigation on any level, and the more I had to dig into certain messages the more I was confronted with people quoting the Quran, which came to a focal point when I was confronted with ‘French Proposal to Change the Quran’, which was from early may this year in the Atlantic. Apart from the blasphemy that it represents, which passages from the Bible regarding slavery or women as servants of their husbands have been removed in the last 50 years?

Opposition of such views was given by Tareq Oubrou, the prominent French imam who oversees the Grand Mosque of Bordeaux. Here we see “the notion that anti-Semitism is built into Islam is “theologically false,” he added. As monotheistic “People of the Book,” Jews and Christians enjoy a special status in Islamic law. Historically, they were considered protected dhimmi communities, which meant they were allowed to practice their own religions, although they were subject to a tax and various indignities that symbolized their subordination to Muslims”, by the way, this was an act that Christians did to the Saracens in Italy (also seen in ‘Kingdom of Heaven’), so let’s not throw mud when we know that we have done the same thing.

In the end, wherever you go, feel free to go with a smile and be prepared for what you face, knowing the legal and religious lay of the land is a rather important step that most seem to ignore, it might not matter in all places, but not preparing in places where issues like that do matter is merely the greater folly.

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Are there versions of truth?

It is a question that has haunted plenty of people, you see there is just one truth, although, is that ‘there is your side, my side and the truth’; it comes from Robert Evans ‘The kid stays in the picture‘, a 2002 documentary. We have seen the quote is several works including the famous Sci-fi series Babylon 5. The fun part of this is that the three parts are all based on honesty, yet it is more than just a matter of perspective. I have always known that, although the interaction of perception and observations is something that needs to be in a book, not on a blog. So when I was confronted with the site ‘Seeking Alpha‘, which was described by the Wall Street journal in 2014 as “SeekingAlpha.com predicted stock returns, as well as earnings surprises, above and beyond what was evident from Wall Street analyst reports and financial news articles” is from the article more than just that. The article (at https://seekingalpha.com/article/4168001-investors-face-moral-dilemmas-investments-saudi-arabia) gives us ‘Investors Face Moral Dilemmas with Investments in Saudi Arabia‘, can be countered with ‘every investment has a moral dilemma’, so that is not much to go by. Yet the setting of a 500 billion market where we see the foundation with “A component of the Saudis’ Vision 2030 is to create an indigenous defense industry one that will promote volatility, not stability, in a region on perpetual warfooting“, gives me not the shivers, but the contemplation of what game is played. You see there is no doubt that Saudi Arabia wants to create an indigenous defence industry; every nation wants that, especially when it has been under threat for many years. I would have told Crown Prince Mohammed bin Salman if he would respectfully consider buying Remington as it is bankrupt and going cheap. The excellence of its weaponry, weaponry that have made it to the most elite parts of the global national defence forces is not just a matter for defence, hunters and others revere the weapon for its standard of excellence and it is not a bad place to start. You see, that is merely one path, in all this the setting of ‘one that will promote volatility‘, is not only not a given, I wonder where Seeking Alpha got the data in the first place to make that assumption. When we accept that there is an optional truth, there should be a look at the antagonising party, namely Iran as well, in that regard we see (at https://seekingalpha.com/instablog/776842-investorideas-com/5152941-cryptocorner-iran-developing-cryptocurrency-japan-s-sbi-launch-exchange-australia-cracks-icos), “Iran is progressing with its own crypto currency project despite having banned crypto trading in local banks according to a report at Reuters. Information and Communications Technology Minister Javad Azari-Jahromi said the ban from Iran’s state bank would not apply to development of a domestic crypto currency“, as well as “Equally, if not more importantly, investments by Russia’s oil and gas companies in the development of oil fields in Iran may exceed $50 billion, presidential aide Yuri Ushakov told reporters in early April” (at https://seekingalpha.com/article/4167229-effect-unilateral-u-s-sanctions-irans-crude-oil-production?page=3) and in finality we see “On Sunday, pro-Iranian Shiite rebels in Yemen launched a missile attack on Saudi Arabia targeting four cities. The Saudi air defense intercepted the missiles, however, one person died and two others were hurt by shrapnel. Saudi Colonel Turki al-Malki made it clear who Saudi Arabia thought was to blame: “This aggressive and random act by the Iran-backed Houthi group proves that the Iranian regime continues to support the armed Houthi group with qualitative capabilities…”“, which we get from the article (at https://seekingalpha.com/article/4159016-7-missiles-closer-iran-war-100-oil) called ‘7 Missiles Closer To Iran War And $100 Oil‘. So now we see two parts, we see Saudi Arabia accused of volatility and ion all this the aggressor Iran is not painted in any way in any of these mentioned articles merely defined as ‘Pro-Iranian rebels‘, the fact that those rebels cannot afford any missiles and for the most they lack the ballistic skills as well as deployment and knowledge of GOLIS firing solution systems, issues like deployment, missile calibration and beyond that there is setting the precision of the missile by making sure that the electronic settings are correctly tweaked and calibrated to interact with the information that the targeting hardware offers. All that requires skills, skills that the Yemeni do not have, but Seeking Alpha is all over that and, oh, actually they are not!

So in the $500 billion setting of growing the Saudi industry, one valid component is now the stuff of moral discussions and the setting of unproven volatility, can anyone explain why Seeking Alpha has released 7 articles in the last 24 hours on Iran, where one shows opposition between the Iranian judiciary and the President on ‘disrupt national unity‘ in the setting of ‘Rouhani opposing banning social media networks, as he attempts to open up the country to the outside world‘, there is not a moral dilemma here? Or perhaps it is not a setting for volatility whilst the growing of Iranian civil unrest is currently seen as a given. So how do we not see in more articles that for the speculative person investing into Iran is facing all kinds of risks from Iranian civil unrest?

Yet it is that setting that we can all easily check on how certain paths are played. We can see this in another way as well, when we see the French visit; we see “Macron had come to Washington in a bid to convince Trump to remain in the deal. He proposed “pillars” for adding to the existing deal, including extending it for the long term, limiting Iran’s ballistic missiles, and dealing with Iran’s involvement throughout the region“, whilst in the article regarding Crown Prince Mohammed bin Salman we see “Regardless of his charm, offensive MBS will continue his extreme ruthlessness, admittedly a de rigueur requirement in a tough country and even tougher neighborhood especially because his radical changes have created many internal enemies“, we also saw “Saudi crown prince Mohammad bin Salman (MBS) wrapped up his well-orchestrated and unprecedented “meet & greet”, “press the flesh” two-week April tour of the US with the icons and titans of three primary industries in his effort to diversify the Saudi economy as part of the ambitious Vision 2030 plan“, yet nowhere do we read an optional: “Success can only come from a vision, brought by a visionary. We are a nation with resources, with options and opportunities. We are more than the oil that is acquired from our soil, we can and will harness resources as well as investment opportunities to stimulate our economy and diversify our revenues. Our nation sitting central between Africa, Asia and Europe should have been more about growing that advantage and now we will, we have the foundation to grown in technology, in minerals and in services to be a global player, we must take that opportunity before it is lost to us forever. It’s not a fast path, and to do this properly we must grow over the next 12 years to be able to become that global powerhouse“. Well, there is one place where something like that can be read, it is the introduction (at http://vision2030.gov.sa/en/foreword), where we also see a lot more on the Islamic part on Saudi Arabia, which is perfectly valid. So when we go to http://vision2030.gov.sa/en/node/125 we see a massive amount of programs all set to push Vision 2030 forward and the interesting part in that is that there is not one mention of the words ‘defence’, ‘Army’, ‘Navy’ or ‘Air force’. Even as I am convinced that growing national defence is part of that, my wonder is that with all these options and opportunities, Seeking Alpha resorted to the Moral part of a defence structure that is nowhere near a central part of the Vision 2030 brief. We know that Saudi Arabia has the option to go full G5 from day one and the investment options there are massive opportunities not to pick up millions, but billions. Yet the issue becomes larger when we see that the writer Albert Goldson has plenty of experience and should be well aware of commodities (read: he is a bit of an expert according to sources), so when we set this against the view of Bengt Nordström, CEO of consultancy Northstream who gave us last year “growth in the industry has disguised not only the fact the telco industry is largely a commodity, but also that it has not been hugely innovative for a number of years“, that in light of the upcoming 5G, where ‘first in, soaring profits’ could surely be a given, none of that is shown, merely the fact that Saudi Arabia is allegedly about ‘volatility‘, so whose buttering the bread and who is that sandwich being made for?

Another part not shown was ‘Advancing pharmaceuticals and patient safety in Saudi Arabia: A 2030 vision initiative‘ (at https://www.sciencedirect.com/science/article/pii/S1319016417301780). Here we see “A recent conference in Riyadh, sponsored by King Saud University, sought to discuss these issues and develop specific policy recommendations for the Saudi 2030 Vision plan. This and other efforts will require more and more creative educational programs for physicians, pharmacists, hospitals, and patients, and, most importantly evolving regulations on quality standards and oversight by Saudi health authorities“, let’s not forget that we are in the beginning of all this, there is 12 years, which will go quickly I’ll grant you that, yet in all this the opportunity to grow Patent Law, Law firms, and set proper markers in place would be an essential step before such a level of patent bearing change comes. The option for Pharmaceutical investment was not shown in the article, or the mention of the issues shown at https://ncusar.org/programs/17-transcripts/2017-06-20-burton.pdf (attached). So, I am not opposing that there is optionally a need to grow the national defence industry, but is that set in the right light? In the light he gives the investors (which is his right to do), we see “However, for the moral implications mentioned with respect to the development of an indigenous defense industry, check your moral compass. From my perspective, it’s a financially profitable but morally bankrupt undertaking“, yet what morally bankrupt idea is there on growing the pharmaceutical and mobile network industry? they are highly profitable if it is achieved and there is moral question, my moral compass is setting on the field asking Albert Goldson, a member of the Association of Former Intelligence Officers (AFIO) and an Associate Member of the Foreign Policy Association (FPA) why he missed on those options. Also in the view of two dozen projects that are openly stated, why would he focus on a part that represents merely 10% and focus on those two dozen programs, where the investors would find the gems that the investors would want to find in a $500 billion layered cake called ‘Vision 2030‘. Oh, as for that military part, the attached Burton presentation ‘Opportunities in Saudi Arabia – Vision 2030 and Beyond‘ spends two slides on it and the most important part shown is “Vision 2030 calls for 50 percent of military equipment purchases from domestic suppliers instead of imports“, whilst also mentioning that the Kingdom of Saudi Arabia (KSA) “spent a total of over $63 billion on defense and security in 2016, including off-budget spending“, so when we see that, we see that for the smart investor there is an optional $30 billion a year available for those who might not have a moral issue working on a government set national defence program. That in light of Iran delivering missiles hardware and support to non-combatants, which are rebels at best, yet terrorists might be more apt when we consider “Nasrallah’s letter is proven evidence of Iran’s involvement in the Yemeni civil war, since it shows that Hezbollah, which is financed by Iran, is taking part in the fighting in Yemen” (source: Jerusalem Post). So where exactly does Seeking Alpha stand? Let’s be fair, they can be in any place they like as they are merely advisors towards their investors in all this, yet even with my high moral (or is that outspokenly oral) I would not turn away from a $32 billion market, especially if I had that level of cash. Oh, and whilst you consider on where morality needs to be, Boeing, Lockheed and Raytheon have already signed up, so the delay you took made that cake a hell of a lot smaller, but even if there is still $2 billion up for grabs, would you walk away? Let’s not forget that next month’s rent is due!

So in all this, I never stated or implied that Albert Goldson lied to anyone. Yet when we consider there is your side, my side and the truth, what did we see? You see, I get back to perception versus observation. Through perception he is focussed on the defence part, but why? The shifted setting towards Saudi Arabia will impact something else, but what else is impacted? That is the question, is it the Iranian setting (when considering the other articles), is it something else entirely, or is Albert Goldson focussed on something beyond all this? It is a speculation from my side, yet the absence of the Pharmaceutical and Mobile Industry absence implies just that, yet in equal measure I will state that this would merely be my perception, based on all my observations. That is part of the setting. In the realm of ‘there is your side, my side and the truth’, it becomes more and more about observation versus perception. In a case like this, when there is $500 billion on the table, is the perception the amount on the table, or the observation of whom else is at that table that matters. Is that merely an observation or does the perception become: where is MY opportunity? Because in the end that is what the investor cares about, and moreover, where and what size their slice of the cake becomes.

In addition, my observation will be that the changes mean that there are new players and some of the old players have been so well fed for such a long time, in this ‘parting might be such sweet sorrow’ (Romeo and Juliet Act 2, Scene 2), yet for the previous players it will be over their dead bodies, that tends to be the gist of it. The change needs to be observed because it shown also where the pressures of the players will be and that pressure can be seen as cost and risk. It is the wiser player that makes it through and gets the slice of the $500 billion layered cake; it is merely the question on the size of the slice and the perception of the profit it allegedly holds.

 

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The sting of history

There was an interesting article on the BBC (at http://www.bbc.com/news/business-43656378) a few days ago. I missed it initially as I tend to not dig too deep into the BBC past the breaking news points at times. Yet there it was, staring at me and I thought it was rather funny. You see ‘Google should not be in business of war, say employees‘, which is fair enough. Apart from the issue of them not being too great at waging war and roughing it out, it makes perfect sense to stay away from war. Yet is that possible? You see, the quote is funny when you see ‘No military projects‘, whilst we are all aware that the internet itself is an invention of DARPA, who came up with it as a solution that addressed “A network of such [computers], connected to one another by wide-band communication lines [which provided] the functions of present-day libraries together with anticipated advances in information storage and retrieval and [other] symbiotic functions“, which let to ARPANET and became the Internet. So now that the cat is out of the bag, we can continue. The objection they give is fair enough. When you are an engineer who is destined to create a world where everyone communicates to one another, the last thing you want to see is “Project Maven involves using artificial intelligence to improve the precision of military drone strikes“. I am not sure if Google could achieve it, but the goal is clear and so is the objection. The BBC article show merely one side, when we go to the source itself (at https://www.defense.gov/News/Article/Article/1254719/project-maven-to-deploy-computer-algorithms-to-war-zone-by-years-end/), in this I saw the words from Marine Corps Colonel Drew Cukor: “Cukor described an algorithm as about 75 lines of Python code “placed inside a larger software-hardware container.” He said the immediate focus is 38 classes of objects that represent the kinds of things the department needs to detect, especially in the fight against the Islamic State of Iraq and Syria“. You see, I think he has been talking to the wrong people. Perhaps you remember the project SETI screensaver. “In May 1999 the University of California launched SETI@Home. SETI stands for the” Search for Extraterrestrial Intelligence,” Originally thought that it could at best recruit only a thousand or so participants, more than a million people actually signed up on the day and in the process overwhelmed the meager desktop PC that was set aside for this project“, I remember it because I was one of them. It is in that trend that “SETI@Home was built around the idea that people with personal computers who often leave them to do something else and then just let the screensaver run are actually wasting good computing resources. This was a good thing, as these ‘idle’ moments can actually be used to process the large amount of data that SETI collects from the galaxy” (source: Manilla Times), they were right. The design was brilliant and simple and it worked better than even the SETI people thought it would, but here we now see the application, where any android (OK, IOS too) device created after 2016 is pretty much a supercomputer at rest. You see, Drew Cukor is trying to look where he needs to look, it is a ‘flaw’ he has as well as the bulk of all the military. You see, when you look for a target that is 1 in 10,000, so he needs to hit the 0.01% mark. This is his choice and that is what he needs to do, I am merely stating that by figuring out where NOT to look, I am upping his chances. If I can set the premise of illuminating 7,500 false potential in a few seconds, his job went from a 0.01% chance to 0.04%, making his work 25 times easier and optionally faster. Perhaps the change could eliminate 8,500 or even 9,000 flags. Now we are talking the chances and the time frame we need. You see, it is the memo of Bob Work that does remain an issue. I disagree with “As numerous studies have made clear, the department of defense must integrate artificial intelligence and machine learning more effectively across operations to maintain advantages over increasingly capable adversaries and competitors,“. The clear distinction is that those people tend to not rely on a smartphone, they rely on a simple Nokia 2100 burner phone and as such, there will be a complete absence of data, or will there be? As I see it, to tackle that, you need to be able to engage is what might be regarded as a ‘Snippet War‘, a war based on (a lot of) ‘small pieces of data or brief extracts‘. It is in one part cell tower connection patterns, it is in one part tracking IMEI (International Mobile Equipment Identity) codes and a part of sim switching. It is a jumble of patterns and normally getting anything done will be insane. Now what happens when we connect 100 supercomputers to one cell tower and mine all available tags? What happens when we can disseminate these packages and let all those supercomputers do the job? Merely 100 smart phones or even 1,000 smart phones per cell tower. At that point the war changes, because now we have an optional setting where on the spot data is offered in real time. Some might call it ‘the wet dream’ of Marine Corps Col. Drew Cukor and he was not ever aware that he was allowed to adult dream to that degree on the job, was he?

Even as these people are throwing AI around like it is Steven Spielberg’s chance to make a Kubrick movie, in the end it is a new scale and new level of machine learning, a combination of clustered flags and decentralised processing on a level that is not linked to any synchronicity. Part of this solution is not in the future, it was in the past. For that we need to read the original papers by Paul Baran in the early 60’s. I think we pushed forward to fast (a likely involuntary reaction). His concept of packet switching was not taken far enough, because the issues of then are nowhere near the issues of now. Consider raw data as a package and the transmission itself set the foundation of the data path that is to be created. So basically the package becomes the data entry point of raw data and the mobile phone processes this data on the fly, resetting the data parameters on the fly, giving instant rise to what is unlikely to be a threat and optionally what is), a setting where 90% could be parsed by the time it gets to the mining point. The interesting side is that the container for processing this could be set in the memory of most mobile phones without installing stuff as it is merely processing parsed data, not a nice, but essentially an optional solution to get a few hundred thousand mobiles to do in mere minutes what takes a day by most data centres, they merely receive the first level processed data, now it is a lot more interesting, as thousands are near a cell tower, that data keeps on being processed on the fly by supercomputers at rest all over the place.

So, we are not as Drew states ‘in an AI arms race‘, we are merely in a race to be clever on how we process data and we need to be clever on how to get these things done a lot faster. The fact that the foundation of that solution is 50 years old and still counts as an optional way in getting things done merely shows the brilliance of those who came before us. You see, that is where the military forgot the lessons of limitations. As we shun the old games like the CBM 64, and applaud the now of Ubisoft. We forget that Ubisoft shows to be graphically brilliant, having the resources of 4K camera’s, whilst those on the CBM-64 (Like Sid Meier) were actually brilliant for getting a workable interface that looked decent as they had the mere resources that were 0.000076293% of the resources that Ubisoft gets to work with me now. I am not here to attack Ubisoft, they are working with the resources available, I am addressing the utter brilliance of people like Sid Meier, David Braben, Richard Garriott, Peter Molyneux and a few others for being able to do what they did with the little they had. It is that simplicity and the added SETI@Home where we see the solutions that separates the children from the clever Machine learning programmers. It is not about “an algorithm of about 75 lines of Python code “placed inside a larger software-hardware container.”“, it is about where to set the slicer and how to do it whilst no one is able to say it is happening whilst remaining reliable in what it reports. It is not about a room or a shopping mall with 150 servers walking around the place, it is about the desktop no one notices who is able to keep tabs on those servers merely to keep the shops safe that is the part that matters. The need for brilliance is shown again in limitations when we realise why SETI@Home was designed. It opposes in directness the quote “The colonel described the technology available commercially, the state-of-the-art in computer vision, as “frankly … stunning,” thanks to work in the area by researchers and engineers at Stanford University, the University of California-Berkeley, Carnegie Mellon University and Massachusetts Institute of Technology, and a $36 billion investment last year across commercial industry“, the people at SETI had to get clever fast because they did not get access to $36 billion. How many of these players would have remained around if it was 0.36 billion, or even 0.036 billion? Not too many I reckon, the entire ‘the technology available commercially‘ would instantly fall away the moment the optional payoff remains null, void and unavailable. $36 billion investment implies that those ‘philanthropists’ are expecting a $360 billion payout at some point, call me a sceptic, but that is how I expect those people to roll.

The final ‘mistake’ that Marine Corps Col. Drew Cukor makes is one that he cannot be blamed for. He forgot that computers should again be taught to rough it out, just like the old computers did. The mistake I am referring to is not an actual mistake, it is more accurately the view, the missed perception he unintentionally has. The quote I am referring to is “Before deploying algorithms to combat zones, Cukor said, “you’ve got to have your data ready and you’ve got to prepare and you need the computational infrastructure for training.”“. He is not stating anything incorrect or illogical, he is merely wrong. You see, we need to realise the old days, the days of the mainframe. I got treated in the early 80’s to an ‘event’. You see a ‘box’ was delivered. It was the size of an A3 flatbed scanner, it had the weight of a small office safe (rather weighty that fucker was) and it looked like a print board on a metal box with a starter engine on top. It was pricey like a middle class car. It was a 100Mb Winchester Drive. Yes, 100Mb, the mere size of 4 iPhone X photographs. In those days data was super expensive, so the users and designers had to be really clever about data. This time is needed again, not because we have no storage, we have loads of it. We have to get clever again because there is too much data and we have to filter through too much of it, we need to get better fast because 5G is less than 2 years away and we will drown by that time in all that raw untested data, we need to reset our views and comprehend how the old ways of data worked and prevent Exabyte’s of junk per hour slowing us down, we need to redefine how tags can be used to set different markers, different levels of records. The old ways of hierarchical data was too cumbersome, but it was fast. The same is seen with BTree data (a really antiquated database approach), instantly passing through 50% data in every iteration. In this machine learning could be the key and the next person that comes up with that data solution would surpass the wealth of Mark Zuckerberg pretty much overnight. Data systems need to stop being ‘static’, it needs to be a fluidic and dynamic system, that evolves as data is added. Not because it is cleverer, but because of the amounts of data we need to get through is growing near exponentially per hour. It is there that we see that Google has a very good reason to be involved, not because of the song ‘Here come the drones‘, but because this level of data evolution is pushed upon nearly all and getting in the thick of things is when one remains the top dog and Google is very much about being top dog in that race, as it is servicing the ‘needs’ of billions and as such their own data centres will require loads of evolution, the old ways are getting closer and closer to becoming obsolete, Google needs to be ahead before that happens, and of course when that happens IBM will give a clear memo that they have been on top of it for years whilst trying to figure out how to best present the delays they are currently facing.
 

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The Global Economic Switch

There is a shift going on, now this shift is still in the planning stages, but the switch is very real and as we see the crumbling switch from enabler and entrepreneur, the US is moving towards becoming a mere consumer and dependent user. That is a switch some might have seen coming, others have not seen it at all and some are still in denial, claiming it is a short term inconvenient stage. I have no idea which is true, but the events that are a given are showing to be more than a mere short term event and the diplomatic impact will equally show to be a long term impact on what the US had and what it will become. Now there are indicators, but the image is not seen in a single view, so let’s paint this picture for you whilst adding the sources.

Saudi Arabia

The Saudi Arabian announced investment (at https://www.cnbc.com/2018/03/05/saudi-arabia-and-egypt-agree-to-a-10-billion-deal-to-build-a-new-mega-city.html), is actually a lot more than the $10 billion forecasted, because the value as I showed in over the last year is more than becoming a reality, it is now in a planned stage, and planned much larger than I foresaw it going. It starts with “Saudi Arabia and Egypt have agreed to create a $10 billion joint fund to develop a mega-city in Egypt’s southern Sinai Peninsula, with both countries committing more than 1,000 square kilometres (386 square miles) of land to the new project“, you see, depending on the distance from Sharm-El-Sheikh the infrastructure will grow much faster and even as they will rely on what Sharm-El-Sheikh has, the growth of this new Mega-city could be the start of the tech-hub that benefits both Egypt and Saudi Arabia. As the technology hubs grow, so will the economy. It is also the first part to start getting combined 4G/5G preparation in place, because as this technology becomes available Saudi Arabia now has a first advantage in both upgrading its services and that gives optional access to 23-32 million out of a 95 million population. With the tech hubs, both the Sinai one as the half a trillion dollar NEOM, there will be a massive growth in dependency and requirements for technology. There is in addition, the Barcelona World Mobile Congress where on February 26th Huawei announced its full range of end-to-end (E2E) 3GPP-compliant 5G product solutions, now the other players will be following, yet Huawei has an advantage for now. With “The featured products are also the only available options within the industry to provide 5G E2E capabilities” we see that Huawei has chosen a path that allows them to grow and they will not be alone, but for now they are ahead of the crowds, so even as we see now “Huawei partnered with Zain Saudi Arabia, signing a Memorandum of Understanding promising to develop a new network strategy in the Kingdom. The aim of the MoU is to accelerate the realization of 5G networks and assist Zain in building the most advanced end-to-end networks in the region. The two companies will work together to accelerate the deployment of 4.5 to 5G networks, make further advances towards full cloudification, and produce additional strategy and planning in the field of ICT Synergy Cloud” (at https://www.arabtimesonline.com/news/huawei-outlines-vision-5g-future-co-unveils-latest-innovative-products-solutions-mwc/) merely a day ago. I gave that indication almost two weeks earlier, so how is that for a prediction. So even as the US is setting the bar at “Chicago, Los Angeles, Dallas, Atlanta, Washington, DC and Houston” to be the first with 5G at the end of the year, what happens when you need to reach out to Wall Street and Manhattan? Will that be merely 4G, or will you suddenly experience other issues (between providers, reception issues and so on; oh, and as you go from protocol to protocol switching per cell tower on the move, watch that battery power drain as the battery percentage goes down like a timer in seconds 75, 74, 73, 72, 71 and so on. Please do not take my word on this, it is much better when your own eyes see the battery counter go down, it adds to the dramatic effect when you hear me howl with laughter (stating: ‘I told you so’). So even as the article ended with “Ken Hu, Huawei Rotating CEO, said: “The intelligent world is drawing near, filled with potential and possibilities. Ground-breaking technologies like 5G and IoT promise to solve complex business challenges and improve the lives of the population. Yet challenges remain on our path before these dreams are realized. MWC 2018 was an excellent opportunity for us to meet with other leading companies and discuss how together we can overcome these obstacles, achieve sustainable business growth, and Build a Better Connected World.”“, I will admit that I have an issue with that part, you see with ‘IoT promise to solve complex business challenges‘, we see the implied solution, but the IoT (Internet of Things) is merely the applied hype word in a solution that has not been designed yet. It is true that the application of IoT is a solution in itself towards a whole shoal of options and challenges, but as we consider that the 4G smartphone brings solutions, it requires the apps to be there and solve actual settings and that takes time, like all other needs. In that regard I see the IoT as the old sales technique of selling a concept before the product exists and I always thought that to be a broken non resolving approach to the greedy salespeople coming with a ‘pay it forward’ solution that is paid for before the product has been completed. It is a dodgy need, because in the end the (business) consumer needs and actual product to work with. Yet that might just be me imagining things.

United States of America

The view here starts with the Financial Times, who brought us ‘Currency markets send a warning on the US economy‘ (at https://www.ft.com/content/de57a6a2-1e32-11e8-a748-5da7d696ccab). So even as this is about the financial markets, there are a few points to take away from that. First there is “The pattern of higher interest rates and a weakening currency suggests that on multiple dimensions US assets now have to be put on sale to convince foreigners to hold them or induce Americans not to diversify into overseas assets. This pattern is relatively uncommon in the US though it happened in the Carter administration before Paul Volcker’s appointment as chair of the Federal Reserve and in the Clinton administration before Treasury secretary Robert Rubin’s invocation of the “strong dollar” policy. It is fairly ubiquitous in emerging markets where it reflects anxiety over a country’s policy framework“. The dangerous part here is ‘convince foreigners to hold them or induce Americans not to diversify into overseas assets’; you see it is a move of limitation, either the non-American buyer holds onto the for a much longer time, which needs convincing (usually with higher yields), as well as stopping Americans to go overseas into other markets, so it is not actually an ‘or’ situation, it is actually an ‘and’ setting where the inclusion needs to be both to remove doubt and volatility. The article ends with “The confidence of global markets is much easier to maintain than to regain. Currency markets are sending a signal that the US is not on a healthy path. Its time for the US to strengthen the strong fundamentals on which a strong dollar and healthy economy depends“, you see that view is set not merely in the war of tariffs, it is set where the global markets have been seeing a decline in US activity and more important acts that show that the US economy is feeble and the US infrastructure is not in strength, it is merely getting by and that is a dangerous place to be in. Even as I predicted that the inactions and the inability to act against Russia will be felt when Russia calls the bluff of America, it is now showing that the US on a larger scale is showing to be set towards a series of hurdles that will stagnate its economy and over the long haul (within two years) will show the danger of another recession, so when that happens and projects get halted, how will Sprint and other players pay for 5G? Entrepreneurial innovation tends to demand buckets of cash, cash that is not available, certainly not readily. Protectionism is merely the first hurdle and one of at least three in the setting of the tariff war. The Financial times gave the people the biggest fear and doubt on February 21st with “US ‘too big to fail’ regime set for Trump overhaul“, that ‘too big to fail‘ has been used before and a whole bunch of billionaire grapes got bitten rather badly in Europe. It is not merely the Chapter 14 implementation with the by-line ‘to shield the tax payers’, it is the text “Both Wall Street and overseas regulators have warned the administration over the dangers of dismantling the system but the Treasury said it wanted to narrow its use so it could serve only as a last resort“, the fact that ‘narrow’ and ‘Wall Street’ imply that the Chapter 14 will lack the teeth it needs and as such it is another parachute for the 1% bankers, banks and those making upwards of $253 million a year. So how much will this marker cost the tax payers in the end? Even as there is an abundance of recession fear articles and announcements by the media at large, that part even as it is likely to happen, it is not certain to happen and that fear needs to be removed (by other means than the Chapter 14 messages). You see, the problem is that the 1% has enough wealth to survive the next two recessions, whilst the quality of life of the other 99% has not been pushing forward towards the level it needed to be. So they will get hurt really bad if another recession happens within the next 16 months, which is close to all speculated views by the media at large. Whilst that is not much of an indication, the events in Saudi Arabia is only one element, the other elements is the one we will see next

Other players

There is more than one player in all this. The first is seen by CNBC (at https://www.cnbc.com/2018/03/05/saudi-russia-oil-deal-leads-to-bigger-russia-role-in-middle-east.html), where we are treated to “The partnership with OPEC, led by Saudi Arabia, allows Russia to strengthen its hand in the Middle East at the same time the U.S. role has been diminished“, the diminishing of the US as stated by other sources closes doors to the US on several shores, a dangerous change that comes at one of the least fortunate times. The quote “it is now the foundation for a broader relationship that has the potential to reduce already waning U.S. influence in the Middle East” is foremost set to the chilling friendships with Syria and Iran, it is not merely there. Turkey has been out of control for the longest of times and now that Turkey is smelling blood, it is trying to get much more out of the US, making them a very expensive ‘friend’, more so, the question becomes was Turkey ever a friend? In that whatever bites there could hinder the US with its access to the Middle East at large. Should Incirlik and Izmir become an issue, the economic print of the US would drastically change, because that would require the US to find a way to grow the option to get a base in Saudi Arabia and optionally in Israel. Whilst neither is a given, the costs of that will be staggering and the economic footprint of the US will equally become an issue down the road. Even if there would be an option to get one in Western India (who would like that economic windfall in their region), it would be a drastic fund pressuring move for the US.
Another option would be in Egypt and if that becomes an option it would in the longer term benefit both Egypt and Saudi Arabia, whilst Egypt gets to grow its stability in the Sinai, the US would become a much larger target in Egypt, wherever its base would be placed. So that too would come at a cost for the US in a time it needs to turn over every dollar it spends. Another is Jordan, but there is no way to tell the impact, the costs and the options in that regard as I have no clear information or sources to give at this time. You see, the memorandum of understanding was signed with Jordan with Rex Tillerson a mere 3 weeks ago, so adding a conversation of adding a US base there might not be the one that would work (pure speculation from my side). In addition, the EU News (and others) who gave us “Commissioner for Trade Cecilia Malmström added: “These US measures will have a negative impact on transatlantic relations and on global markets. In addition, they will raise costs and reduce choice for US consumers of steel and aluminium, including industries that import these commodities”” gives rise that there is a cooling of ‘friendliness’ between the EU nations and the US to some degree, so there is that impact as well. I am not talking about the tariff, I am talking to the diplomatic language where Dutch Prime Minister Mark Rutte gave us “Relations with the United States can no longer be taken for granted“, which is not a good thing as the Dutch port of Rotterdam is the gateway to Germany and its industrial heart, in addition the US pressures on France regarding the Iran nuclear deal could impact the two, but that is not a given, even better, it is unlikely to be an issue, which is a plus point, for the US for now as the Italian elections are over and the anti-EU parties made a massive gain (from 4% to 18%, whilst they surpassed the Berlusconi party) is still an issue in play. I agree with the Guardian that stated that the EU-issue is not in play, but as we see (at https://www.theguardian.com/commentisfree/2018/mar/03/italian-elections-european-union-populism), the need for Berlusconi was the man to save them from populism has now become a non-reality, the impact will grow and in that matter the US would need to play nice, very nice with Italy. You see there was always going to be an issue with Matteo Salvini, yet the fact that they became the largest party with 37% was unforeseen. There is no issue with iExit as the Italian version of Brexit is called, but its anti-immigration policies will give headaches for many EU nations and as the impact of US-EU nations is cooling, becoming an enabler for Italy might be the wiser of solution for the US. The BBC (at http://www.bbc.com/news/world-europe-43294041) gives much more, but the power is at the end with “Voter frustration here in Italy but evident and ongoing in Germany too surely shows it’s time for Brussels to sit up and really pay attention“, the shown fact that Brussels have not been doing that is the anchor around the neck for the EU and that will impact the US numbers as well. Even as Germany was the biggest friend of the US in the EU, the tariff and, the EU army and the need by America for Germany to play a larger role in the EU borders (taking some pressures from the US) are all elements that put more and more pressures on the US, even as some of the needs by the US are very valid, we need to realise that Newsweek gave us “Germany’s top diplomat has told foreign policy experts that his country’s relationship with the U.S. has suffered irreparable damage under the administration of President Donald Trump“, even as the damage began in the previous administration (to a small extent), the chosen path by the Trump administration has been adding negativity to it all. Syria must be seen as the largest of catalysts in that regard, it is merely my sense of humour that the Germans see the forced ‘friendship‘ with the French as a larger issue than the actual absence of the US in all that, but that is just my take on humour.

All these elements are part of the economic switch in all this, in support of this, there are sources that show that Saudi Arabia wants to grow its arms industry and as SAMI (Saudi Arabian Military Industries) is sitting down with the Russian who are eager to accommodate, I need to wonder why the hell Raytheon and Northrop Grumman were asleep at the wheel, or decided to remain vacant from that setting. So even as Remington (American outdoor Brands) has a product of sheer excellence, they are now not at the middle Eastern table, but in a novel mentioned in Chapter 11 and seeking a quick sale, perhaps someone can tell me how much could have been gained at the Riyadh SAMI conference table? So even as we read (at http://www.business-standard.com/article/international/saudi-arabia-wants-to-make-their-own-weapons-russia-eager-to-help-118030300622_1.html) that “likely to alarm American policy makers, who worry about losing ground to Russia and China in the Middle East“, where we see that this is understated to the largest degree. With “They’re already planning to buy the Russian S-400 air-defense system, under a deal that would let them manufacture related products at home” as well as “Half of Saudi procurement is supposed to be done locally by 2030, from about 2 per cent today” we see the extent of the market lost for both Raytheon and Northrop Grumman as two of the largest players in that field. Someone (more than one player) was asleep at the helm and by playing the card of exclusivity the ended up playing the card of exclusion, which takes them out of the game as such and that is the issue in this, because as far as I see it we have not seen such a large shift of plays optionally towards Russia and away from the US since before WW2, perhaps it might be more correct that this has never happened to this degree in history, that too is a factor that must be considered; so, suddenly the extended play changes. I mentioned part of this on Feb 24th (at https://lawlordtobe.com/2018/02/24/losing-values-towards-insanity/) in ‘Losing values towards insanity‘, yet I only had some unconfirmed parts and no idea why I had some parts, I had these parts a week ago, yet all these parts came to me over the last 24 hours with 1-2 exceptions, now we see a shifted picture. When we consider LLC Megaline (as well as Concord Management and Consulting) where Yevgeniy Prigozhin and Dmitry Utkin allegedly have been preparing to grow an ICT/Mobile infrastructure in Syria, that whilst construction fortunes would be coming their way too, the entire growth with Saudi Arabia as an optional side allows those two to split a few billions between the two of them, whilst at the same time growing the other fields they have access to and get a seat at the Saudi Arabian table at the same time. A side I never saw as I did not have the information I have read over the last 24 hours. To get any additional part in that play could set me up for life within 3 years, to get a 400% better lifestyle in 36 months than the 36 years of hard work allowed me to get is what would get any person to change their pupils to dollar signs and that is merely in their need for ICT, Data farms, Mobile facilitation, Data systems, forecasting, reporting and logistical infrastructures. In all this we see the clear evidence as given by several players that is now on route in a place where the US has a setting that is diminishing, so as those currencies go elsewhere, do you think it will not impact the US economy. That is apart from the greedy pharmaceuticals that are now pushing on India for the longest time. It is an additional place where non-US players will have options to gain market share. All that because certain players in the patent field were enablers towards the few greedy US pharmaceuticals as they increasingly ‘demanded‘ more and more outside of the patent scope that was once given (the attempted Trans Pacific Partnership was clear evidence of that), now we see hat impact and the US is at the axis of an economic switch where someone else will soon decide whether that switch will be switched on or off, no longer as the setting where the US sets the status, which is something the US has not faced before ever as far as I can tell, even the 2004 and 2008 events did not remove that option from them, but that is now a reality from sources like Bloomberg, Reuters, the Financial Times, CNBC, BBC and other players are setting the view that we are getting now. Even as none as saying it outright, the news as given provides a speculated picture where that may become a reality. I do believe that it could be prevented to some extent, but at the current course of the US ‘Kingmakers’ and ‘Wall Street regents’, that reality is slowly being removed from the US table of decision makers and once that reality hits, when they have to report that the Switch is set to ‘OFF‘, the impact will hit pretty much every market where the US is policy maker.

A world where the US player involved goes from being exclusive to excluded!

I wonder how the media will then cover it and who will they blame, because they will always be about laying the blame.

 

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Disney’s Yemeni Cricket

Roughly 2 years, 10 months, 15 days and 3.4 hours ago, the Houthi’s decided to take over Yemen from the elected government. It is at this point that the then elected government seeks assistance from Saudi Arabia and whatever other allies it can get, this coalition has been at it since it all started. We see all the condemnation on how civilian bombings are happening, yet the part on all this that “Civilians say the Houthis are dispersing weapons in residential areas leaving people fearing for their lives” is not given the light it needs to be getting. You see, that is exactly the same tactic that Hezbollah has been using, yet the media gives little to no light to that element.

Now the game is taking another turn. This is initially seen though the Washington Post (at https://www.washingtonpost.com/world/yemens-war-is-so-out-of-control-that-allies-are-turning-on-one-another/2018/02/03/50d26426-05fe-11e8-aa61-f3391373867e_story.html) with: ‘Yemen’s war is so out of control, allies are turning on one another’, it is not an incorrect view. Certain alliances tend to not remain focussed unless heir is a true common goal and as for the most the Houthi’s have only had any technology to merely fire on Saudi Arabia, there is a loss of focus for the other allies in that coalition.

In addition, with: “But fighting in the southern Yemeni city of Aden over the past week revealed the extent to which Yemen’s war also is driven by other historical grievances that could pose serious obstacles to negotiating an end to the conflict, according to Yemeni and Western analysts”, which is an absolute given and one that many tend to overlook. The complication is seen with: “The uprising by UAE-backed southern Yemeni separatists against forces loyal to the Saudi-based and internationally recognized government of President Abd-Rabbu Mansour Hadi could further complicate efforts to dislodge the Houthis from Sanaa”, you see, as the issues in Yemen grow ever more murky for the people in Yemen, the entire issue becomes a less stable and more dangerous place. With the Yemeni having no way to strike against the UAE, Saudi Arabia gets the brunt of all the anger whilst the UAE gets to focus on what is the most tactical way to move forward and can ignore what is the best path for all players around. In this Saudi Arabia could end up having to deal with the entire matter alone. This leaves them, unless the UAE changes its approach with the tactical question, should the Yemeni situation be resolved, or is it safer for the Yemeni people to annex Yemen into Saudi Arabia into a partially self-governing region? It is a dangerous question, not only because of the implication, but when the humanitarian dangers (Cholera, Polio, Measles and famine) are not just on the horizon, but now on the front door of Yemeni citizens, the iron hand required to save whatever citizens are left alive, it is one of the few historical times when annexing is starting to make sense, moreover, it might be one of the few option that soon enough remain.

Not only does it take care of the separatists, it shows a new side which will in equal measure strikes fear in Saudi’s other adversary Iran. When Iran sees the support and the consequence of its so called actions. Especially if in addition Saudi Arabia opens the doors to all UN humanitarian actions to give care and medical support to the Yemeni people, Iran will not merely have to fear Saudi Arabia, it will be hosted with the prospect of giving aid to escalation in UN humanitarian zones, one fact that would require Turkey to cut its ties with Iran or face massive sanctions from all NATO allies as well as all 28 European community nations, those who would side with Turkey would soon find themselves isolated and in a dangerous economic downturn, one that none of the 28 nations can currently afford!

There is an optional second issue that would evolve from that. As any positive humanitarian action within Yemen shows the good side of Saudi Arabia, the long term condemnations will need to write about other matters and even finally show light on the optional benefits of seeing Saudi Arabia as a place of growth and investment. Even as the Google Alphabet group is already looking at growing its presence, Saudi Arabia is set to grow in other ways too and as both the consumer goods and pharmaceutical groups are seeking growth, the need for manufactured goods for 32 million Saudi Arabians, as well as the options to facilitate to 35 million Iraqi’s and 4 million Kuwaiti’s from the relative safety of Saudi Arabia is an even better prospect for those catering to consumers. That is one way of obtaining growth and even as the falling out with the UAE is an issue for Saud Arabia, there is an optional path where Saudi Arabia could come out on top.

It is not a new concept. The solution had been voiced on a few times last year, yet in many cases there was the outlook of larger opposition from the UAE and Oman, now that the falling out with the UAE is an actual fact, the Saudi government could go into talks with Oman to facilitate some solution that make Yemeni Araba a mere temporary solution as a humanitarian implementation is found to protect the civilian population from further harm. By giving Oman a much larger voice in all this could prove beneficial to both Oman and Saudi Arabia, but only for the non-long-term future.

In all this it will not become a long term solution and all parties will be painfully aware of it all, whilst it does give rise to dealing with the insurrections in Yemen and at the same time show Iran that it stands a lot more alone in its inciting tactics than it previously bargained for. In equal measure it gives Turkey the clear message that it either changes its current course of finds itself in a falling out with both the US and the EEC, a situation that could stop whatever economy they thought they had for the next decade. Turkey could end up buying humble pie at $15 (or €10) per slice. In addition, t won’t just be “French President Emmanuel Macron has told his Turkish counterpart that there is currently no chance of Turkey becoming a member of the European Union”, it will be messages from at least 15 of European elected rulers and there is a chance that the number opposing Turkey as a full European member will grow to 25, with that in mind Turkey will also be out of any marketing race in the middle east making them no longer an interesting party to Russia, other than for the need of consumer exploitation for whatever they have for sale.

Now many parts of this is speculation, even as it is based on visible facts, the idea that Yemen becomes the corner stone of several linked issues is a lot wilder than Walt Disney could have ever imagined in any movie he ever made, including that movie of a boy with a growing nose and a conscience called Yemeni Cricket.

In this growth is already an optional given for Saudi Arabia as Google (with a plus one) is already in advanced talks to set up a tech hub in Saudi Arabia. His also partially confirms my initial view (a few months ago) that Saudi Arabia is ready to set the nation into a mobile 5G growth, making it soon a more technical advanced nation than the US will be in 12 months. Outside the states of NY, DC, Pennsylvania and California there is a growing concern that at least 10 states are nowhere near ready to become 5G players, giving rise not to mere net neutrality issues, but a larger technological downturn of the US as a larger nation, a view that has not been seen since America in the great depression (1929-1939). Do you think that this is wrong or me bluffing in some way? Consider how the budget is currently set and see which states can come up with 5-25 billion in the next 18 months to give rise to 5G, then also look what has to be cut to make such a level of investment a reality and then ask yourself how the US had not planned for this technological need. So when you see the next article on how 5G is overhyped and not essential, consider your next internet session and see what you could have done at 800% of the current speed, hat is beside all the other options hat 5G allows for. Should the US make it a national need, than the national debt will be clearly pushed past the 20 trillion mark! So the only way for the USA to be seen as technologically on par with Saudi Arabia is to dive into much deeper debt.

There are of course other considerations for Saudi Arabia to take a certain path, yet it must be one of the rare occasions where annexing might be one of the few humanitarian options left. A cease fire will not get the result and of course the question is equally important, whether Saudi Arabia sees annexing as an option at all, because that part is not a given at all.

There is of course the second part. If the UAE is able to get control of the separatists and get them on target in the direction the coalition wanted it to be and if the Yemeni separatists see what is their best solution than the entire matter diffuses and as such there is no further issue, yet that is still not a given, but as this situation merely escalated over the last week, there is still time to find a non-annexing solution, which is what suits all parties of that coalition best (personal assumption).

Still, with the other news that Al Jazeera gave a mere 20 hours ago (at http://www.aljazeera.com/news/2018/02/defence-minister-saudi-uae-intended-invade-qatar-180203091422735.html), makes the option of opposing issues between the UAE and Saudi Arabia less likely to simmer down. Yet in equal light the interview that Khalid bin Mohammad Al Attiyah had with the Washington Post, where he is quoted with: “about Doha’s relations with Saudi’s rival, Iran, Attiyah noted that Qatar maintains “friendly relations with everyone”” gives rise that the ‘friend’ of my enemy, is not my enemy, which also means that softening relationships and new ties could change the dynamics of the Middle East as I personally see it. So as Saudi Arabia is trying to get along with everyone except Iran, it could push Iran into more isolation. Even as Qatar is trying to remain friends with all, it also means that Qatar is less likely unwilling to be some kind of facilitator for Iran, a path Iran really had not hoped for and that means that the onus of Turkey’s ‘friendship’ with Iran is now clearly with Turkey, which will push them in even deeper waters, as I personally see it.

So as we end this part of the speculation and forecasting, we will need to see on how talks pan out in the next 2 weeks, the only dangerous part is that the Yemeni civilian population is running out of time faster and faster and inaction equals in their case a diminishing amount of living civilians, a side pretty much all parties are against.

 

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Overpricing or Segregation?

What is enough in a PC? That is the question many have asked in the past. Some state that for gaming you need the max hardware possible; for those using a word processor, a spreadsheet, email and browse the internet, the minimum often suffices.

I have been in the middle of that equation for a long time; I was for well over a decade in the high end of it, as gaming was my life. Yet, the realisation became more and more that high end gaming is a game for those with high paying jobs was a reality we all had to face. Now we see the NVIDIA GeForce GTX Titan Xp 12GB GDDR5X Video Card at $1950, whilst we can do 4K gaming and that one card is a 4K 65″ TV with either the Xbox X or the PS4 pro. Now consider that this is merely the graphics card and that the high end PC requires an additional $2K that is where the PC with 4K gaming requires 4 thousand dollars. It is a little stretch, because you can get there with a little less, but then also the less requires the hardware to be replaced quicker. So I moved to console gaming and I never regretted it. We all agree that I have lost out, but I can live with that. I can truly enjoy gaming without the price. So in this situation, can someone explain to me how the new iMac Pro will cost you in its maximum setting $20,743? Is there any justification to need such an overpowered device? I reckon that those into professional video editing might need it, but when we consider those 43 people in Australia (on that high level) who else does it benefit?

In comparison, a maximised Mac Pro costs you $11,617, so it is almost 50% cheaper. Now the comparison is not fair because the iMac Pro has an optional 4TB SSD drive, and that is not a cheap item, but the issue is that the overpowering of hardware might seem cool and nice, but let’s be fair, when we compare this through MS Word, we see the issue. The bulk of all people will never use more than 20% of that text editor, which is a reality we face yet at $200 we do not care, take the price a hundred fold, with $20,000 in the balance it adds up and even as MS Word has one version the computers do have options, and a lesser option is available, in this, that new iMac Pro is in minimum configuration $7K and at twice the price of a 4K gaming machine, with no real option for gaming, is that not a system that is over the top?

Now, some might think it is, some will state it is not and it is really in the eyes of the beholder. Yet in this day and age, when we have been thrusted into a stage where mobiles and most computer environments are set to a 2-4 year stage at best, how should we see the iMac pro? In addition, where the base model of the pro is 100% more expensive than the upgraded iMac 27″, is there a level of disjointed presentation?

Well, some do not think in that way and they are right to see it as such. One source (ZDNet) gives us: “The iMac Pro is aimed at professionals working with video (a lot of video), those into VR, 3D modeling, simulations, animation, audio engineers and such“, a view I wholeheartedly agree with, yet that view and that image has not been given when we see the marketing, the Apple site and even the apple stores. Now, first off, the apple stores have not been misleading, most have kept to some strict version of ‘party line’ and that is not a wrong stance. Also the view that ZDNet gives us at the end is spot on. With “It’s Mac for the 1 percent of Mac users, not the 99 percent. For the 99 percent, yes, the iMac Pro is overpriced and just throwing away money, but for the 1 percent who need the sort of power that a system like that can generate, it’s very reasonably priced” and that is where we see the issue, Mac is now segregating the markets trying to get the elite back into the Mac fold. Their timing is impeccable. Microsoft made a mess of things and with the gaming industry in the chaotic view of hardware the PC industry has become a mess. It moved towards the gamers who now represent $100 billion plus already we see that others went on the games routine whilst to some extent ignoring the high end graphical industry. It is something that I have heard a few times and to be honest, I ignored it. I grew there whilst being completely aware of all the hardware, which was 15-25 years ago. The graphical hardware market grew close to 1000%, so when I needed to dig into the PC hardware for another reason, I was amazed just how much there was and how affordable some stuff was, but in the highest gaming tier, the one tier where the gamer and high end video editing need overlaps, we see a lag, because selling to 99 gamers and one video editor means that most will not give a toss about the one video editor. Most will know what they need, but that market is not well managed. Issues like video drivers and Photoshop CC 2017 against Windows 10 are just a few of the dozens upon dozens of issues that seems to plague these users. Important is that this is not just some Adobe issue; it seems that the issues are still in a stage of flux. With “Microsoft warned that the April 2017 security update package has a known issue that could affect users’ computers and which the company is seeking to fix” a few months ago, we are starting to see more and more that Windows forgot that its core was not merely the gamer, it was an elite user group that it had slowly snagged away from Apple and now Apple is striking back in the best way possible, by giving them that niche again, by pushing these people with money away, they might soon see that the cutting edge Azure targets for high end graphic applications become a pool of enjoyment for the core Microsoft Office users. A market that they are targeting just as Apple gets its ducks in a row and snatches that population away from them.

That is indeed a clever move, because that was the market that made Apple great in the first place. So as we read on how Azure is aiming for the ArcGIS Pro population, we see that Apple has them outgunned and outclassed and not by a small amount either. Here the iMac Pro could be the difference between real time prototyping and anticipated results awaiting aggregation. That would instantly make the difference between a shoddy $5K-$8K gaming system used for data and the iMac Pro at $20K that can crunch data like a famished piranha, you can wait and watch those results become reality before you finish your first coffee.

In addition, as soon as Apple makes the second step we will see them getting a decent chunk out of the Business Intelligence, forecasting and even the Enterprise sized dash boarding market, because with 18 cores, you can do it all at the same time. This is not the first, not the second and not even the third case where Microsoft dropped the ball. They went wide, and forgot about the core business needs (or so you would think). Yet, the question remains how many can or are willing to pay the $20K question, even as we know that there are options in the $8K and $13K setting in that same device, because there is room for change between 8 and 18 cores. It seems that for a lot the system is overpriced, we can all agree on that, but for those who are in the segregated markets, it is not about a new player, it is more that the windows driven PC market, they just lost a massively sized niche, it is the price we pay for catering to the largest denominator, the question then becomes: ‘Can Microsoft and will it hit back?

Time will tell, what is the case is that the waiting is over and 2018 could potentially see a massive shift of high end users towards Apple, a change we have not seen for the longest of times, I wish them well, because in the end many average users will benefit from such a shift as well, because in confusion there is profit and Microsoft is optionally becoming one of the larger confused places in 2018.

So why should I care?

Apple started something that will soon be copied by A-brands like ASUS. It will remain a PC, but they now see that the high end users they do have, they want to keep it. This makes it almost exactly 20 years after I learned this lesson the hard way. There was a Dutch sales shop who had a special deal, the deal was the Apple Performa, maxed (as far as that was possible) for almost $2750, I was happy as hell. My apple (My first 100% owned by my own self) and I had a great time. I never regretted buying it, but there was a snatch, 3 months later that same shop had the Power-Mac on special, the difference was well over 300%, the difference $1000 (a lot in those days), but still 300% more power and new software that would no longer support the Performa system and older models, a system outdated before the warranty ran out. We are about to see a similar shift. We know multi-core systems, they have been around for a while, yet the shift is larger, so as we see new technologies, new solutions pushed on us whilst the actual current solutions as still broken to some extent, we will be pushed into a choice, will we follow the core or fall behind? Even as we see the marketing babble now on how it is upper tier, merely for the 1% and we feel to be in agreement (for now) we see a first wave of segregation. As the followers will emphasise on the high end computers, we will see a new wave of segregation.

And? So what? I do not want to pay too much!

This is the valid response for many players, for many users, they do not have the needs IT people have, many merely see the need they have now and that is not wrong, not in this life as the economy is not coming back the way it needs to be. Yet two elements are taking over, the first is Microsoft, we can’t get around them for the most and as e-commerce and corporate industry is moving, shows to be both their option and their flaw. As we see more push where 90% of the Fortune 500 is now stated to be on the Microsoft cloud, we see the need for multi-core systems more and more. Even as some might remember the quote form early 2017 “Find out why it’s the most complete #cloud solution“, the rest is only now catching on that the Azure cloud is dangerous in several ways. Chip Childers, the fearless leader of the Cloud Foundry Foundation gives us “We are shifting to a “cloud-first” world more and more. Even with private data centres, the use of cloud technologies is changing how we think about infrastructure, application platforms and software development“, yet the danger is also there yet not mentioned. This danger is slowly pushed onto us through the change that the US gave yesterday. As Net Neutrality is being abolished, there is a real danger that certain blocks could grow on a global scale. So as we see trillions in market value shift, how long until other players will set up barriers and set minimum business needs and cater to them above all others?

Core Cloud Solutions become a danger, because it forces the contemplation that it is no longer about bandwidth and strength of your internet connection, the high end of business is moving back to the Mainframe standards that existed strongly before the 90’s started. It will be about CPU Time Used. So at that point it is not about the amount of data, but the reception of CPU channels, as such the user with a multi core system will have a massive advantage, and the rest is segregated back towards second level, decreased options. It does not change consumer use of places like Netflix, but when you require the power of your value to be in Azure, the multicore systems are the key to enable you and disable connection huggers and non-revenue connected users, consumers at a price for limited access.

This is the future we push for; it is not created by or instigated by Apple. It merely sees what will be needed in 4 years when 5G is the foundation of our lives. I saw part of this as I designed part of a solution that will solve the NHS issues in the UK, the Netherlands, Sweden and Germany, but I was slow to see that the lesson I was handed the hard way in 1997 is also around the corner. As Netflix and others (Google in part) is regressing towards the mean in some of their services and options that they will offer the global audience at large. The outliers (Google, Amazon, IBM, Microsoft and SAP) will soon be facilitators to the Expression Dataset of the next model of usage that comes. There will be a shift and it will go on until 2022, as 5G will enable some players like NTT Data and Tata Communications to get an elevated seat, perhaps even a seat at that very table.

They will decide over the coming years that there is a shift and as people decide the level of access that they are getting they will soon learn that they are not merely deciding for themselves, because the earlier their children get full access, the more options they will get beyond their tertiary education. Soon we will learn that access is almost everything, but we will not learn that lesson the way we thought we would. Even I have no idea how this will play out, but such a shift beyond the iteration IT world we see now is exciting beyond belief. I hope I will end up being part of that world, I have been part of the IT/BI Industry since 1980 and I am about to see a new universe of skills unfold before my very eyes. I wonder how far I am able to get into that part, because these players will all need facilitation of services and most of them have been commission driven for too long, meaning that they are already falling behind.

What a world we are about to need to live in!

 

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Poly….what? Politics!

It is almost a week ago, yet the news is still rustling through the Middle Eastern meadows. The news is partially all over it. Yet, it is the Business Insider who gave us ‘a plot to shore up the country’s depleted coffers’ (at http://www.businessinsider.com/saudi-arabia-corruption-crackdown-looks-like-a-plot-to-plug-deficit-2017-12), Ambrose Carey makes an interesting point here. The beginning quote “Now a more probable motive for Crown Prince Mohammed bin Salman’s unprecedented detention of members of the country’s rich elite is emerging. Reports suggest that detainees are signing away cash and assets to secure their freedom in what looks like an unorthodox bid to plug the kingdom’s gaping budget deficit” could be a given truth. When we consider the Guardian last week with ‘Saudi prince Miteb bin Abdullah pays $1bn in corruption settlement‘, some of us thought that it was interesting not just that the counts of corruption had already been investigated, the idea that there was a ‘get out of jail card‘ for a mere $1,000,000,000 is equally stunning, that I beside the fact that the sum has been agreed upon and that the head of the Saudi National Guard is apparently still smiling after having paid the amount. In light of one of the accusations “awarding contracts to his own firms, including a $10bn deal for walkie talkies and bulletproof military gear worth billions of Saudi riyals” we could see that the price is interestingly light. So does the Business insider have a case?

Well, when we consider how the oil prices have slumped from the almighty $135 to $58 we all have to wonder how the impact on the long term has been. pumping oil might be like printing money at your own convenience, but once the spending spree and the high rises are there, the long term issue is that oil is at 42% of what was and upping production by 193% is just not realistic in the long term. Yet there is another worry. the quote “a huge budget deficit, which stood at $79 billion in 2016. The government has had to use foreign reserves to help cover the revenue shortfall, with the former shrinking by about a third over the last three years. The recession has forced MbS to rein back public spending, alarming cosseted Saudis long accustomed to cradle-to-grave subsidies” does not give it. Even as that is merely the deficit, that and the selling of domestic debt in July gives rise to thoughts, yet we need to wonder how inflated this issue is, as it seems to be presented. Lets not forget that it is less than 10% of the Greek debt and unlike Greece, Saudi Arabia is still getting income from the oil fields. So the need to panic should not be there. And lets face it, who is actually panicking?

Even as the Business Insider is making a nice case. I fear I cannot agree on some of the ‘findings‘ and ‘assumed speculations‘ that they offer. With “So, in all likelihood, MbS will struggle to generate the money he needs. Worse still for him, his actions could have deleterious consequences for the economy. While the acquisition of assets and cash is likely to play well with ordinary Saudis weary of corruption amongst the royals and the business elite, it may unnerve already jittery foreign investors whose engagement is critical to the Crown Prince’s economic plans. Though allies have sought to portray the detentions as an anti-graft campaign aimed at cleaning up the corporate landscape, its apparently arbitrary nature and disregard for property rights and due process will worry the investment community“. You see, it might be correct to some extent, but knowing the greed that some have for mere millions, roughly 99.32554% of that population will not run away from optional billions, that is a given you can take to the bank. From my own point of view, Crown Prince Mohammed bin Salman can still have it all, the timeline might slip a little, but there are clear signs that there are options to grow opportunity within Saudi Arabia. They still have options to rival Al Jazeera if certain censoring is changed, By investing into tertiary degrees for Saudi’s its dependency for foreign workers will go down, which would be a massive boost for Saudi Arabia and as Saudi Arabia grows its entertainment network it can start opening doors on setting a 5G environment which will have them being amongst those leading the charge in the next mobile evolution which will enable a lot more industry all over the Middle East. In this aging day, pharmaceutical options seem to be the next step. There is no way it can compete with India, but in partnership with India they will have options to grow this industry internally. It seems like that need is too small for Saudi Arabia, yet with 28 million people it could profit by having an industry that is mainly for export within the Middle East that is comprised of 410 million people. That is still a large market that cannot be ignored and as the quality is proven and the export grows, Saudi Arabia could see a drastically reduced need for oil soon thereafter. There are more technology options for Saudi Arabia to enjoy, but the clear path of larger growth has been proven on several counts in several nations to be within the mobile and pharmaceutical industry and that could be the growing start for an entire next generation, because these two fields will have an almost exponential need for Patent lawyers, which means that the legal field will be pushed into revolutionary growth soon after that. Mind you, not merely a local growth, the IP field would enable global growth for Saudi Arabia as well and as this field is set in stone (or marble) it will attract even more foreign investors and opportunity seekers. All issues clearly set in this field and in this the Business Insider is still on the horse that states “The Crown Prince has staked his reputation on the success of an ambitious economic transformation plan, Vision 2030, to wean the country off its dependence on oil, but he needs to fund planned reforms and projects. He was banking on a part-floatation of the national oil company Aramco, which appears to have been postponed for at least a year. The ruthless purge and financial strong-arming could now deter the very western investors and regulators needed to move forward with the sell-off“, yet there is no given that other fields need to stop getting a foothold and as these two (or three) elements are grown within Saudi Arabia, other players will find options to get their own kind of fuzzy drink labelled ‘profit’ in their hands and as such they will still be fighting for a seat at this table called vision 2030. Even as the venue per plate is much higher than expected, the long terms gains are beyond what they are able to make now. With US deficits on the rise, the EU currently has 6 nations that are at risk of breaking the deficit rule (France, Italy, Belgium, Austria, Portugal and Slovenia), so there will be consequences there too, which would imply diminished profit, so those players are looking for seats at tables with loads of gain and that is where Saudi Arabia is one of the few that would accommodate their needs. So as such, Saudi Arabia has options if they have optional controls for greedy mobs. And even as there will be good news stories coming from Strasbourg, there will be eyes on the EU as it will likely dial down the consequences for these six nations. In addition with the Mario Draghi stimulus game where we will see a likely extension into 2018 yet at a lessened 30 billion a month implies that Europe will be diving into close to half a trillion of additional debt, with the likely result that there will be nothing to show for it, no actual economic growth, so in all this debt driven society, Saudi Arabia could have a larger windfall if it plays its cards right. Once certain plays are in place, Saudi Arabia would be more and more primed for export and exporting opportunities to places that ignored and neglected its own infrastructure. In this the US would have to cut costs and corners to a level never seen before as it optionally faces the ridicule for being at best at par and more likely to stray behind Saudi Arabia in the 5G mobile networking, a field they were once the only one dominating in. What a massive set back that will be for the old USA. In this Crown Prince Mohammed bin Salman could have the forefront by preferring the Polytechnic sciences over Politics. In his role he cannot avoid politics, but by focussing on Science and technology he has the option to propel Saudi Arabia beyond what others thought possible. So even as it has its issues with deficits and treasury needs, can we rely on the Business Insider that it is so much worse than we expect? I for one am not convinced that this is the case. I might be wrong, but the fact that the larger players are still willing to sell their first born for a seat at that table makes me think that there are a lot more opportunities for investors than many perceive. the question becomes does the House of Saud feel safe letting these opportunities go beyond the national borders to other players? It is always a rocky road to travel. In the end I do believe that it is more about the speed of growth and less about who owns the growth. that should keep plenty of investors tallying their optional profits for some time to come.

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