Tag Archives: Abu Dhabi

The losing bet

That happens, we make bets. We all do in one way or another. Some merely hurt our pride and/or our ego. Some deals hurt others and there are other settings, too many to mention. But Reuters alerted me three hours ago on a deal that will have a lot of repercussions. The article ‘US clears export of advanced AI chips to UAE under Microsoft deal, Axios says’ (at https://www.reuters.com/technology/artificial-intelligence/advanced-ai-chips-cleared-export-uae-under-microsoft-deal-axios-reports-2024-12-07/) is one that has a few more repercussions than you imagined it had. The global loser (Microsoft) has set up a setting where we see “The U.S. government has approved the export of advanced artificial intelligence chips to a Microsoft-operated facility in the United Arab Emirates as part of the company’s highly-scrutinised partnership with Emirati AI firm G42, Axios reported on Saturday, citing two people familiar with the deal.” Microsoft is as desperate as I think they are with this deal. They probably pushed the anti-China agenda and made mention of the $1.5 billion dollar investment deal. And as we are given “The deal, however, was scrutinised after U.S. lawmakers raised concerns G42 could transfer powerful U.S. AI technology to China. They asked for a U.S. assessment of G42’s ties to the Chinese Communist Party, military and government before the Microsoft deal advances.” And we are also given “The approved export license requires Microsoft to prevent access to its facility in the UAE by personnel who are from nations under U.S. arms embargoes or who are on the U.S. Bureau of Industry and Security’s Entity List, the Axios report said.” In this I have a few issues.

In the first there is no AI, not yet anyway as such the investment is going the way like water under a bridge. Microsoft knows this as such they are betting big and they have the US government backing them. In the worst case it will be the US government putting up the $1.5 billion themselves and with the anti-China sentiment that is a likely result from this.

In the second the setting that Microsoft is banking on is a loop setting with multiple exists. Yesterday the Financial Times informed us ‘OpenAI seeks to unlock investment by ditching ‘AGI’ clause with Microsoft’ (at https://www.ft.com/content/2c14b89c-f363-4c2a-9dfc-13023b6bce65) the events are piling up and as I see it Microsoft is on the edge if desperation. You see, it all hangs on the simplest setting that there is no AI (not yet at least). What we have is a setting with LLM’s and Deeper Machine Learning and it is clever and it is a ‘optional’ wholesome solution to a lot of paths. But it is no Artificial Intelligence. You see, as all the laws are part of ethics and ‘AI’ people look around and think that there is ‘awareness’ of solutions. There are not. It is all data managed, a somewhat clever solution to people seeking an aware-like solution in data and some kind of knowledge discovery mode. It all could be clever, but it is still no AI and at some point certain people will dig it out and I reckon the UAE will be ahead of it all. Microsoft and its Ferengi approach of ‘When you get their money you never give it back’ comes with nice loopholes. You think that Microsoft made the ‘investment’ now here is the cracker. There is nothing stopping Microsoft of putting it in a ‘bad bank’ approach and make it all tax deductible and then some. And when the “artificial general intelligence” (AGI) clause is dropped there will be all kinds of attention from all over the place and no one is looking at the details of whatever they consider AI and what Alan Turing clearly considered to be AI. When the people that matter start looking and digging the days of Microsoft will be numbered. Another bubble game created and now that they have ‘enticed’ the wrong kind of people they will want their pound of dollars. And as we are given “The Biden administration in October required the makers of the largest AI systems to share details about them with the U.S. government. G42 earlier this year said it was actively working with U.S. partners and the UAE’s government to comply with AI development and deployment standards, amid concerns about its ties to China.” And in that setting Microsoft decided to be the governmental bitch to say the least. And all these media moguls are so loosely playing along and what will happen when someone digs into this. They will play dumb and say “We didn’t comprehend the technology” and it wasn’t hard. I saw it months ago, if not nearly almost two years ago. And the media was stupid? No, the media goes the way of the digital dollar, the way of the emotional flame. So as the field opens, we see all kinds of turmoil with Microsoft claiming to be the ‘saviour’ all nice and kind (of a sort), but when you look at the setting, it is my personal speculated feeling that Microsoft wouldn’t have made this move unless they had very little moves left. And in this setting the one player is forgotten. China, how far along are their ‘designs’? And in all this what are their plans? We seem to be given the setting that it is all American, but as the media cannot be trusted what is the ACTUAL setting? I have no clue, but in a world this interactive, China cannot be far away. 

And if there are people who disagree, that is fair, but the actual setting is largely unknown. So when we get to the last paragraph which gives us “Abu Dhabi sovereign wealth fund Mubadala Investment Company, the UAE’s ruling family and U.S. private equity firm Silver Lake hold stakes in G42. The company’s chairman, Sheikh Tahnoon bin Zayed Al Nahyan, is the UAE’s national security advisor and the brother of the UAE’s president.” Consider this small fact. Microsoft seems to be ‘investing’ all whilst the anti-China rhetoric is given. Do you think that anyone who is the National Security Advisor (of the UAE) hasn’t seen through a lot of this? So what was the plan from Microsoft? I am at a loss, but with the AI setting the way it actually is none of this makes sense. Do they really believe that Microsoft is any kind of solution in this setting? Simply look at the accusation that Microsoft has also been criticised for the perceived declining quality and reliability of its software. That is your partner in so-called AI? Just a thought to consider.

Well, you all have a lovely Sunday. My Monday is a mere 80 minutes away.

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What are we doing?

This question bothered me a lot lately. Not some message about an orange menace, or some Kardashian piece of jewellery that once belonged to royalty. No that doesn’t wake me up (or interest me). But in this light we have two articles. In the first we get the main event. Arab News informs us (at https://www.arabnews.com/node/2578351) ‘Saudi Arabia’s aid arrives in northern Gaza to assist Palestinians’ and the issue is none of the western media as far as I can tell have this news, and it is news. 

Source: Arab News

We are given (with images) that “Several trucks with aid, provided by Saudi Arabia’s humanitarian agency KSrelief, have arrived in the northern Gaza Strip via Jordan.” We are also given “The aid was scheduled to be distributed through the Saudi Center for Culture and Heritage, which serves as the executive partner of KSrelief in the area.” As well as “The campaign to assist Palestinians, initiated by King Salman and Crown Prince Mohammed bin Salman, has raised over $186.3 million from over 2 million donors” the idea that 2 million Saudi’s create a wealth setting for humanitarian relief to the amount of nearly 200 million dollars giving us that the average donation by Saudis comes down to nearly $100 dollars and it isn’t just a trickle, this comes down to a little over 5% of the entire nation’s population. When did we see in the west that amount of humanitarian aid? When we see this numbers the entire western media should have stood up applauding this effort. I have a tainted view of Gaza (and I have been there in 1982), so there is premise to my point of view. What I fail to see is how the media is so tainted that news is filtered out (I personally refer to that stage as corrupt). 

Even I (with my own clear bundle of personal issues) pause to stop and realise that this is a monumental setting. We already saw that the UAE is dealing with shortages in Lebanon (vie the Khaleej Times) and now this? And the western media is currently too tainted to be of any informative acts. No the Guardian is simply washing this over by giving us (at https://www.theguardian.com/film/2024/nov/07/chris-hemsworth-criticised-abu-dhabi-tourism-ad-uae-ntwnfb) ‘Chris Hemsworth criticised over tourism ad promoting Abu Dhabi despite ‘notorious’ human rights violations’ and the Guardian (other news outlets too) are always seeking the Human rights violations. It is never about just the acts of influencers showing the world that there is a lot more to Saudi Arabia or the United Arab Emirates. In this setting it is about  Abu Dhabi, which my meagre self calls the domain of ADNOC and the Abu Dhabi Scorpions (a previous hockey team for the uninformed). Abu Dhabi also has Ferrari World, Warner Brothers World, Yas Water World, SeaWorld Abu Dhabi, Prison Island Abu Dhabi and a few other ways to spend your hard earned free times. Like shopping in the Yas Mall with 235,000 m2 (2.5 million sq ft) of shopping spanning over 400 shops. As such Abu Dhabi might not be Dubai, but it has plenty to offer and they called the assistance of Chris Hemsworth and his wife Elsa Pataky to help out (Luke Hemsworth is probably still too young). So when we get to “The international non-governmental advocacy organisation Human Rights Watch (HRW) has said the UAE “invests in a strategy to paint the country as progressive, tolerant, and rights-respecting while carrying out repression against dissent”.” Personally I would advice the HRW to go and f**k a camel but that would be inappropriate towards the camel.

So see the articles and consider what else we are missing (apart from the budget to go see Abu Dhabi in person). Within the last week (might have ben two) I showed two cases of astounding humanitarian aid (the HRW missed that part I reckon). Are nations innocent? Well I doubt it, the discriminations that we saw in Florida against the LGTBQ population is one, but the HRW seemingly missed that part too. We have flaws, we all do, but the black washing (the opposite of white washing) of the media is as I see it now getting out of hand. 

As such I wonder what people tend to see and I am curious about the Hemsworth advertisement, perhaps it is on YouTube?

In a time where we disregard and mistrust nearly everything, it is time that the people in the western world regard the Arabian media (namely Arab News, Al Arabiya and the Khaleej Times). There is something seriously wrong in media world and it is time that we take away our view from them and the digital dollars they are whoring for. 

On a personal note, this morning I completed the virtual challenge of walking from Florence to Rome, the walk Saint Francis of Assisi did a few hundred years ago. The challenge was virtual, but the walk (503 km) was very real.

Have a great day.

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The tightening belt

What I foresaw is now coming to pass in more than one way. ECNS China gives us ‘Saudi Arabia aims to attract up to 5 million Chinese tourists by 2030’ there was always a shift coming and as we see it, Saudi Arabia becomes more and more driven to see what the Chinese markets can deliver. We saw this last week in the Saudi Tourism Festival held in Beijing on Oct 17, 2024. We are given “Saudi Minister of Tourism and Chairman of the Saudi Tourism Authority Ahmed Al-Khateeb said that Saudi Arabia is China-ready and welcomes all Chinese travellers with increased connectivity, customised products and strategic partnerships.” Now some of you will respond with ‘so what?’ And that might be fair in one way. But this number represents a much larger issue. As I see it, one third is goal driven tourism. People will decide on Saudi Arabia as a destination for a job, or as a cheap tourism destination. Two third will go as tourist with optional goals, but these three million tourists will go to Saudi Arabia and not to their ‘normal’ destinations. That will show in diminished numbers all over Europe (France, England, Spain and Italy) and America. These people will also attract optional tourists who will change their initial destination. The other 2 million will optionally retrench their optional ‘cheap labor’ destination from Australia and places like the Netherlands, Belgium and the nordic countries. You will think that it does not matter, but consider all these coffee places that ‘allowed’ for these people, optionally in other areas too. They will come short of their usual numbers. These tourists also spend all they earn in that country. As such there will be a shift, an initial shift that seems small but could grow over time. These 5 million will spend their money somewhere else (in Saudi Arabia) and that facilitates to more, it always does. You might not think much of this, but the Saudi job market is booming. There are (allegedly) at present a little over 10,000 jobs outstanding. A fair deal are out reach of a lot of them, but consider this job “Digital Marketing Specialist. Average Salary: SAR 9,500-35,000 per month” and consider that they have the Beijing University of Technology and over a dozen more universities where these young crackers would like to see options in their first 2 years. They have just graduated University, they have spend almost every waking hour working on digital solutions like TikTok, broadcast experience and on the other hand we see places like Huawei making waves in Saudi Arabia and the UAE. These two places will see an increase of Chinese workers with an option to fulfil their dream a lot faster, so yes, Saudi Arabia will become a swing location for these people. All options that are shutting doors on Europe, Australia and America. 

We are also given “the country is preparing to launch its winter season tourism attractions, which will provide a range of experiences filled with entertainment, luxury, adventure and natural beauty, running from October to May
Now consider that Oxagon, Trojena, Magna and Sindalah now suddenly will have a grasp of a thousand more affordable workers, bringing both a digitally active workforce as well as language skills to their regions. Yes, the cheaper groups will also infuse the wealth group from China to their shores because these people will encounter others with their language skills. As such the people who depend on these rich tourists will endure a lessened impact as they will all want to go to the newest places in Saudi Arabia. I reckon that in the 5,000,000 people will be at least 500,000 people who are beyond well-off and they will go to Saudi Arabia in the space of 2026-2028 (at least) and that is a kick to the heads of economy in the aforementioned countries. The top 1% of wealthy Chinese who are making over $80,000 are expected to spend that money in Saudi Arabia. And I am referring to the people who would have spend their cash in London, Paris and Orlando. Merely these three places will see a drop of income in the next few years. So how much more is needed? You might think that the small setting of “France is the most visited country within Europe, attracting an impressive 81,411,000 foreign sightseers each year”, but that would not be entirely correct. It includes all nations, including Europeans and a bunch of them will be attracted to Saudi luxury as well and consider that 1% is still 814,110, even if they merely lose 1%, that amounts to quite the drain on revenue and that is in part already heading towards Saudi Arabia. Already we are seeing messages on Free tourist visas, the one element that partially blocks choices is in the process of being removed. And all this is piling up against Europe and America. All whilst we were given ‘Tourism trips by residents of EU in 2023 up close to 6% y/y’ we ignore the drop that a mere 1% drop wouldn’t be much, but these tourists have beckoned billions in investments all over Europe and now I expect to see the Chinese drop as well as the ‘local’ tourists now dialling Saudi Arabia for their upcoming destination. Add to that whatever business bookings we see and you know these sales types, how they like to be known to go to new and luxurious destinations, the punch packing trips all over Saudi Arabia will be handing several body blows to Europe (America as well). We might merely see that the effort is on 5,000,000 Chinese tourists. But the overall impact will be a lot higher. That is the one part that everyone forgets about. The overly large population of tourists can only spend their money once or perhaps twice a year and the appeal of Saudi Arabia is overwhelming with at least three locations appealing to a lot of tourists. Add to this Riyadh and the impact of Saudi tourism will be felt in most of the tourist places of Europe and America. I reckon that if Disney and Universal sets a theme park in these places the damage will be near complete. Not a mere 2-3 years. But an impact over the next decade at least. Whatever we think of these parks in Orlando, they are overpacked and soon there will be an alternative of the same making. We see (at present) “With over 58 million annual tourist visits, Disney World averages approximately 159,000 visitors per day across all its parks” as well as “In 2023, 10 million tourists visited Islands of Adventure, a decrease of 9%” and consider that these two places could lose close to 15% more, people that have had enough of these massive queues and they want an alternative. Well Warner Brothers is already seeing an increasing populous enjoying Abu Dhabi and I reckon that these are all people contemplating Saudi Arabia as an optional destination.

Tourist destinations in Europe and America will see the need to tighten their belts. And this is not new. I floated the idea on September 27th 2023 in ‘As the belt tightens’ (at https://lawlordtobe.com/2023/09/27/as-the-belt-tightens/) so this is not news to me. I saw it coming a mile away (well, actually a year ago), and that is all before the glamour of Vision 2030 hits the tourists on the retina. I think I made my case 2 times over and the impact should be seen all over Europe in the time 2026-2028, after that? That depends how Saudi Arabia plays it cards. I made one other prediction (presumption) on what would be needed and that could put Europe and America in a bind, they either invest and make ready for 2025 or they might lose a lot more.

Have a great day and contemplate the view from the Aedas ski resort. Can America match that view? Now consider that Saudi Arabia could simultaneous hit 5-10 tourist attractions at the same time in 2026.

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What we see as good

That is at times the question. You see, we see via Twitter and Facebook all kind of dubious shenanigans on how we would be saved by another Crusade (implied innuendo). That sounds nice, but the setting was that we had to go there thrice and still it ended in an uneasy truce. Now there is absolutely no guarantee that Christians will succeed this time around. The first crusades were enacted through greed and pillaging and even now the Christians remain in denial of that part. I do not think this will ever change. And it gets from bad to worse after that. The ‘west’ is still working under the believe that they can come on top of it. Just like the NRA believing that they stand a chance against the US military in an insurrection mode. (It took me 30 minutes to stop myself from howling from laughter).

You see, “The Cabinet of the United Arab Emirates, following the implementation of the UAE Federal Law No. 7 in November 2014, designated a list of 83 organisations and entities including the Muslim Brotherhood, Al-Qaeda, Taliban, Hezbollah, Houthis and the Islamic State as terrorist organisations” that was a decade ago, they still see Hezbollah as a terrorist organisation. As such it is remarkable that the Khaleej Times gives us ‘Thousands of UAE residents turn up at Expo City Dubai to pack aid boxes for Lebanon’ (at https://www.khaleejtimes.com/uae/hundreds-of-uae-residents-turn-up-to-expo-city-dubai-to-pack-aid-boxes-for-lebanon) it is here that we see how utterly remarkable the people of the UAE are. Here we are given “Thousands of UAE residents turned up at the Dubai Exhibition Centre in Expo City early on Saturday morning to pack aid kits for those affected by the crisis in Lebanon. Some left homes as early as 6am to make it to the event which began at 9. Many brought items to contribute, which were collected at the location while others chose to make monetary contributions to registered charities at the event” now reflect on this against the events in Europe where affected countries include Austria, the Czech Republic, Croatia, Germany, Hungary, Italy, Poland, Romania and Slovakia. Thousands of people have been evacuated; at least 26 people have died, and thousands have been displaced. So tell me how many people got into an active mode to help and support these people? Not that many (a pure guess on my side) and here we see thousands of people supported through goods and donations as well as packing the parcels for the people affected. 

And these westerners thinks that they can ‘fuel’ a new crusade setting? Don’t make me laugh. 

Even the UAE organisers were amazed as we read “The capacity of the hall is 1,000 people and that’s how many people we were expecting,” said Dr Tariq Al Gurg, CEO and Vice Chairman of Dubai Cares. “But we have already had 2,500 volunteers, and we are expecting it to rise to 3,500 or 4,500 by the end of the session. We had to really rapidly change the strategy to ensure as many people could have the experience. The packing sessions were shortened to about 40 minutes.” A hall sized up for a thousand people and they ran out of space well before noon and think of a thousand people in a place that goes warmer than 36 degrees Celsius. That is what the people are up against. A whole ‘horde’ of people who make it their business to give aid to the people of 

Lebanon. It is also here where we see “He said the 10,000 boxes that the volunteers packed were just part of the aid being provided to Lebanon. “We will give them tents, drinking water, food supplies and hygiene kits. Also, we will get them proper instructors to get them psychosocial support.”” That is what Lebanon needs (well they heed a seize fire more), but that is all in the hands of Hezbollah and whilst they hide behind the three killed UN soldiers. The papers are eager to dismiss the fact that Israel told the UN soldiers to get out of the way, but they refused. I cannot fault either side for this, but the fact that Hezbollah (in support of Hamas) decided to fire on Israel was pretty much the dumbest thing they decided on in 2024. But on the good side, the people of the UAE rallied for the people of Lebanon and that is equally dismissed (as far as I could tell) by the western media. And this isn’t the only event, a similar event is being conducted in Abu Dhabi on Sunday (October 14th) at the cruise terminal. Dr Al Gurg said similar packing events will be held in the coming weeks as well. And that is who these Crusade claiming weirdo’s want to go up against? In 1095 the Westerners had over a century of advantage and they barely got out alive they lost a few million lives, on equal footing (now) it is massively likely that the west will not survive that stupidity. But it is not about the neo-Crusades. It is about how a country (the United Arab Emirates) decided to unite to give aid to the Lebanese. A nation 2500 km away from Lebanon and they rallied like nothing else. I wonder what happens when they really set the marker  on what these volunteers of the UAE find unacceptable.

As such I say, well done emirates and on a side note (as I find the setting to hilarious for words) there is every chance that Jerusalem at some point will see

Determination of the people is half the war and these Neo Crusade weepers might take notice of what we see in the Khaleej Times. And when you take notice of that, also take notice on the western media not taking notice (as far as I could tell). So well done Dubainese and Abu Dhabians. Well done!

Enjoy the day.

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How I fall short

That is the stage, that is the setting. I do not know everything (too boring anyways) and even as I see how things develop and are optionally staged. The fact that I do not know everything gets in the way of some things. Now, I know very little about oil. It is a commodity everyone needs, it is a commodity only some countries have and the two biggest players in that field are Aramco and ADNOC, oil is black and it is needed for the production of petroleum. That’s about all I know. The current price is about $68 dollars per barrel. So when I saw ‘Oil price drops, and BP and Shell shares slide, as Saudi Arabia ‘prepares to abandon $100 crude target’’ I didn’t think too much of it. The story comes from the Guardian (at https://www.theguardian.com/business/live/2024/sep/26/european-reconstruction-bank-cuts-growth-forecasts-energy-ukraine-elon-musk-uk-investment-summit), there were more sources, but I am handing you this one. We get “Saudi Arabia is reportedly ready to abandon its unofficial price target of $100 a barrel for crude as it prepares to increase output” yet Oil&Gas journal gives us “Saudi Arabia is preparing to abandon its informal target of $100/bbl for crude oil as it plans to increase production, signalling the kingdom’s acceptance of a period of lower prices and intentions to take back market share, according to sources cited by the Financial Times”, now in my book the shortage of one commodity means prices go up. I do understand that any player will protect market share, as such I get the increase of product to protect your market share. That makes sense. And as such we see Saudi Arabia deciding an increase for about 1 million barrels per day as per December 2024. There are a few players on this field and I like the idea that the increase will make sure that Russia has less customers to get it from Russia is not happy. And as several media are giving us the goods, there is no other way for me than to agree with the setting. In overall there is still a larger concern I have. Oil is a commodity with a finite supply, so how much supply is there? I believe that the middle east has the bulk of it, but the finite session gives us the dangerous setting that at some point, the three countries with supply will be Russia, Iran and Venezuela. That is not a setting I want to wake up to, although at present it is highly unlikely that I will be around the morning we get that piece of news. In the meantime there is a larger issue at stake. How will Aramco increase its creation of oil with an additional 159,000,000 litres of that black fluid. You see everyone is looking at the end result and no one is looking at the how. What is required to that level of increase? I feel certain that it will require a lot more than one pump. It is the increase of 10% (near to that) and comes from 300 rigs. The simpleton in me sees this as an additional 30 rigs. It takes 18 months to five years to commission a rig, the construction timeline for an oil rig can vary significantly depending on several factors and that is if the oil comes from rigs. Saudi Arabia has one hundred oil and gas fields, so if it comes from there, other means are needed. The largest oil field is the Ghawar field. So how can you increase the production there? And is that the only place? We are so desperate for oil that the basic security is overlooked and there is at present Iran, Houthi forces and a few others who are very willing to hurt Saudi Arabia. So what more is needed, because when by November that increase is realised, some will take offence to this and that problem will possibly create all kinds of new problems. And we do not see enough information on that side of the equation.

And advice from me? Nope, I know next to nothing on that topic. I can merely see hurdles and optionally a personal belief that I see options, but that is not what the actual expert on the topic has. And the media? Solutions do not make their digital wallet fat, flames do that and in that view it is not a good idea to put flames close to oil, a mere personal view on the matter.

Have a great weekend.

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Two sides of technology

There are always two sides on any technology. The question is whether they are aligned or not. The first story is found at (at https://www.edgemiddleeast.com/ai/tsmc-and-samsung-consider-100-billion-uae-chip-projects) where the Edge Middle East gives us ‘TSMC and Samsung Consider $100 Billion UAE Chip Projects’, it all comes across as straight forward. We are given “Semiconductor giants TSMC and Samsung are in early talks to establish massive chip-making facilities in the UAE, potentially marking a significant expansion in global production.” It seems to me that this is a straight forward option, especially for the UAE. We are also given “develop potential chip projects in the United Arab Emirates, with investments that could exceed $100 billion. The discussions, which are still in the early stages, were first reported by The Wall Street Journal on Sunday” and this article ends with “Should these plans move forward, they would mark a significant milestone in the UAE’s efforts to position itself as a global technology hub.” The second article was initially from the Financial Times (but they are behind a paywall), as such I I cannot give the link, but the headline reads ‘UAE president meets Joe Biden in push for more US AI technology’ where we are given “Sheikh Mohamed bin Zayed al-Nahyan seeks to formalise fledgling partnership between both countries” as well as “The United Arab Emirates’ leader met US President Joe Biden in Washington on Monday to advance artificial intelligence co-operation as the Gulf nation tries to secure easier access to US-made technology” and “The UAE is one of the US’s most important allies in the Middle East, but relations have been strained at times in recent years. Talks for a formal security pact with Washington have stalled, and Abu Dhabi was infuriated by what it saw as a lukewarm US response to attacks on the UAE’s capital by Houthi rebels from Yemen in 2022.” This is a dangerous time for America. The trivialisation of the Houthi terrorists will cost America dearly, it has before and it will cost America more than they imagined. You see, as I personally see it. There is a bigger fish. The option that China will play nice with Taiwan when there is a larger part of the $100,000,000,000 could give China the edge they need. And in this setting China will have several bonus options that would fall away from American. That alone would entice China to play nice with Taiwan to a whole larger degree. Is it viable? I honestly cannot say as the media is massively anti-China. Ask Huawei is you doubt my view on this issue. 

How could this happen?
There are several options, but if I were a betting man China would offer Taiwan independence UNDER China. Would Taiwan accept this? I don’t know, but if China would enable a diplomatic solution via the United Arab Emirates it could happen. China is more interested in the collapse of America sooner and will hand an independence ‘option’ to Taiwan. And the setting with Sheikh Mohamed bin Zayed al-Nahyan gives China a larger option to manouver. It is my believe that the Biden administration is driven to not make my speculation happen and for that it needs a slice of the UAE AI business and America will offer whatever it has to to make their entrance a done deal. On the positive side if Microsoft gets involved there is every chance that their affinity to mediocrity will blow up in their faces and the American stance becomes a whole lot weaker. This is not ‘fear mongering’, this is merely the view I have on Microsoft and the blunders they have made in the recent past. The UAE embraces perfection, as such Amazon (AWS) or Google would be a much better fit. But this is not about bashing Microsoft (it is fun though). The AI investments that could be coming the way of the UAE, there is a larger field. We hear all about ‘AI’ and the developers (Amazon, Apple, Google, et al) but most forget that Huawei has its own system. The FusionMind AI platform. I don’t know how good it is. Whatever the media tells us, once Huawei gets to demonstrate their system. No matter what others think, if the UAE considers it good enough, the American race for revenues goes in the wrong direction (for America that is). Don’t ask me how good or how bad the Huawei system is, because I have never seen it, but I know about it and the media is doing its best to ignore Huawei, but I am not convinced that this is a good move to make. The IT people (like me) want to assist people with solutions that WORK. I do not think it is a good idea to ignore the Huawei system. And I believe that neither Saudi Arabia or the United Arab Emirates are ignoring the Huawei technology side of it all. For me the larger setting isn’t merely what works, but it is the dim witted view of accusing Huawei whilst not offering ANY clear evidence. That is the larger stage and if Huawei, or the Chinese government can convince Sheikh Mohamed bin Zayed al-Nahyan to allow Huawei to present their case, American will have additional worries to deal with. I personally think that Google AI with Mandiant would be personally the better option. That is merely because I have have limited exposure to AWS and no exposure to Amazon security solutions. So my view is slightly biased. In all this, Google needs to convince the UAE that they have what the UAE needs. After that Saudi Arabia should be shown these solutions too (likely they have already seen them).

When we see these sides, one side is the technology, the other side is the software and when we optionally see these chip solutions the bigger winner becomes whomever sets the premise of their software to the hardware provided. I personally hope for Google (I am biased here), but the end game is nowhere near concluded at present. I reckon the Biden administration is hoping for a memorandum of intent, but that is something we might see on Wednesday. So keep looking.

It is almost Wednesday here and Vancouver is following in 18 hours. So anything is possible. Have a great day.

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Point of service

That is at times the question. We are so overwhelmed with cost and points of profit that we ignore the essential first step. What is a point of service. Luckily the United Arab Emirates gives us this setting. The Khaleej Times gave me (really) early this morning (at https://www.khaleejtimes.com/uae/travelling-to-uae-free-esim-with-10gb-data-launched-for-tourists) ‘Travelling to UAE? Free eSIM with 10GB data launched for tourists’ This is an absolute wow moment. In stead of getting ripped off with roaming costs and so on, you have the option of a free eSim with 10GB of data. 

2GB keeps me in power for days, as such this solution will have a decent setting. It might not solve all issues you have, but you have a solution that will get you to your hotel with internet. I (paranoid as I am) see a few hitches, but ‘it can be self-activated by simply scanning a QR code’ an eSim option at any airport could relieve so much stress, it might not get you call options initially, but you have options. The press release gives us “A statement issued by the UAE’s largest telecom services provider said that visitors can activate their ‘Free Visitor Line eSIM’ as soon as they pass through immigration. The free eSIM also comes with 10GB of complimentary data and is valid for a day, ensuring visitors can connect with loved ones and access essential services immediately.” So it might just be for a day and that is enough. You can email family and friends where you are and from there find a more wholesome solution. Perhaps they will even have that as well. Remember, by handing out a free eSim (even if it’s just for a day) could easily be converted into a month for a few dirham more (AED35 to be exact, which amounts to $9.5) business from service, a not so novel idea that has been forgotten for too long. The first step is offered free of charge and with that in under an hour you will have emailed all your friends (both of them), gained your bearing and the quickest way to your hotel. From there you will learn where the free wifi is (of buy some option that doesn’t make you poor in roaming cost). And in this case the provider Etisalat and has you covered with a free internet connection for a day. And that is dirt cheap, I have paid a lot more for less bandwidth. They offer 30 minutes of talk time and up to 5GB of data. A simple setting but think of it, you merely need to be reachable and you have to be able to read your email. All that for a mere $10 bucks. That is beside the point that you got your first day for free, a complimentary gift from the UAE government. I say, it is all kinds of a win with a shawarma and an ice-water and coffee all around. 

I think that these kinds of service points will gain the telecom company a lot of visibility. It might merely be Abu Dhabi and Dubai in the first instance, but when this gets going it will be a visibility all over the middle east. Now consider how many people pass an airport. Dubai is (as I recall) in second place with 86,994,365 (2023) people clocking in. Now consider Jeddah (42,910,407 passengers), Doha (45,916,098 passengers) and Cairo (14,711,500 passengers). Now consider what options Etisalat and has in the coming future. They might not all select them, some of these passengers are coming home and already have a provider. The simple equation is that they be able to show others how good their services are. 

I just think that someone working from the point of service perspective has options and they get an increasing amount of opportunity. For me, it was just another pleasant surprise coming to me from the United Arab Emirate, via the Khaleej Times that is. 

Have a great day you all and as I am now 20 minutes from the start of the middle of the week (Wednesday), you all enjoy the rest of Tuesday left to you. 

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Congestification

OK, I admit that the word seemingly does not exist (at present), but it could be. It reflects on our needs to get things done in a rush, a setting that invites a congestive setting, usually in traffic. A bottleneck setting if you like. That is what the Khaleej Times (at https://www.khaleejtimes.com/uae/transport/uae-traffic-would-an-odd-even-scheme-help-ease-peak-hour-jams) sets with ‘UAE traffic: Would an ‘odd-even scheme’ help ease peak-hour jams?’ Invites to. There is an even less nice issue that those who can afford 2 cars can take turns with car they would use. 

In the dozen of so images I saw, there was one stage that did not show its nice little snout. It is the setting that one lane is reserved for busses (and emergency vehicles). Not in all the images I saw is there a bus lane showing. I know too little about Dubai to know how (or if) bus lanes are used. But that is a first that came to mind. That setting might nudge more and more car drivers to public transport. And as far as I know Dubai public transportation is really good and a lot more affordable than either Sydney or London (the one in the UK). They already have a great subway system (I saw it on YouTube), but bus lanes might be a nice stage as well. And the second part is that if you are in that traffic jam for a few hour and you see bus after bus passing you by, the inner drive to get the bus might increase. I know it is not a complete solution, but if congestion decreases by a mere 10%, it could be seen as an ad-hoc solution for Dubai and Abu Dhabi (not sure if they have a congestion problem at present). Dubai has at present a little over 3.6 million people, as such it is not the most dense city (not by a long shot) but it has a decent population. And in the United Arab Emirates with 10 million people. 40% is in Dubai and 40% is in Abu Dhabi, as such a solution for both seems essential. My personal favourite would be the bus lanes to show the car users that public transportation in some cases would be preferred (by the people) and it would grant emergency services a lane in case of congestion. That two birds and one stone symbolism. The fact that public transport is already a good option in the UAE might drive the bus lane option faster. I get that some would like to relax in the traffic jam sitting cozy in a Rolls Royce Spectre, Bugatti whatever, or a Ferrari thingamajig. But there are only so many people who could even afford one of these three bad boys. And with (additional) busses in the mix, congestion might soon be a thing of the past. And when people arrive at work refreshed from the bus ride. 

The equation seemingly solves additional problems as well. A simple setting to an overly complex problem as I see it. Will it solve all? I doubt it, but if it lowers congestion, the real question becomes, is the problem solved to an adequate level? That is the question that lingers. And the solution lies in creating two additional lanes (one for each direction) on one road where there is enough congestion. I think that it is a solution worth exploring. If it isn’t a solution, that part of the road ends up with two additional lanes. Optional an additional path to lowering congestion. 

Well, that is my Saturday with an optional solution set on paper. Now just one more thing to work on today. Have a great weekend.

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Setting of the day

On a good day
The Khaleej Times Jost informed me on how a good day comes to pass. Here (at https://www.khaleejtimes.com/uae/meet-the-uae-police-officer-who-uncovered-183-money-laundering-cases-in-15-years) we are introduced to Major Saad Ahmed Al Marzooqi. 

The headline ‘Meet the UAE police officer who uncovered 183 money laundering cases in 15 years’. We are also given “He was recently appointed as the first Emirati member of the Financial Action Task Force’s (FATF) International Cooperation Review Team” and we can be mesmerised, or brag about his abilities, but the numbers imply that he slightly uncovered more than one case a month. There are plenty of police forces all over the world where half of these numbers would imply a stellar career. As we gawk over “exposed 183 money laundering cases that are related to drugs and financial embezzlement. He had also created a database of incidents, which contributed to an increase in convictions from a monthly average of 3 to 14” we need to realise that the increase of 3 to 14 implies that this one person achieved more than any average police station in Europe. 

This is the kind of man the world needs and that will be explained in the next article, because the universe relies on balance and the imbalance we are about to see takes the cake and changes an optional day to night.

On a bad day
Yes like any hero that needs a antagonist to make things interesting, we have Microsoft in two mentions. Now this isn’t directly involving anyone at Microsoft, but the follies are a setting that makes things a lot worse.

First we get Wired (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) who gives us ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’ we get to see “Attacks on Microsoft’s Copilot AI allow for answers to be manipulated, data extracted, and security protections bypassed, new research shows” which is not good, but anything positive can me mauled into a criminal jester for organised crime. The additional “Microsoft raced to put generative AI at the heart of its systems. Ask a question about an upcoming meeting and the company’s Copilot AI system can pull answers from your emails, Teams chats, and files—a potential productivity boon. But these exact processes can also be abused by hackers.

Today at the Black Hat security conference in Las Vegas, researcher Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers, including using it to provide false references to files, exfiltrate some private data, and dodge Microsoft’s security protections.” Now, I haven’t seen this, but Wired has a solid enough level of credibility to not ignore this. And that isn’t all. Bargury gives the world “the ability to turn the AI into an automatic spear-phishing machine. Dubbed LOLCopilot, the red-teaming code Bargury created can—crucially, once a hacker has access to someone’s work email” as I speculatively see it a mediocrity solution to turn the Internet of Things into a machine serving organised crime, optionally the NSA too, well done Microsoft. As I see it, the workload of Major Al Marzooqi would increase fivefold when this hits the open world, actually it already has if I understood the words from Michael Bargury correctly. In this, we optionally an even bigger problem, or at least a lot of corporations will.

You see there is a second message, in this case from Cyber Security News (at https://cybersecuritynews.com/microsoft-entra-id-vulnerability/). They give us ‘Microsoft Entra ID (Azure AD) Vulnerability Let Attackers Gain Global Admin Access’ with the subtext “Security researchers have uncovered vulnerabilities in Microsoft’s Entra ID (formerly Azure Active Directory) dubbed “UnOAuthorized” which could allow unauthorised actions beyond expected controls” Now take these two parts together and the phishing expedition could hit every R&D system on the planet using Azure. I am certain that Microsoft will have some patch coming soon, but in the meantime the bulk of R&D (under Azure) will be vulnerable and approachable by many hacker and especially organised crime, because selling secrets to competitors tends to be a lucrative setting and most corporations aren’t that finicky in acquiring something that raises (and assures) the bonuses of the members of their boardroom. OK, this is speculative on my side, but wonder what some will do to get the upper hand in business, especially if there is a bonus raise involved. 

I wish I had a solution, but my personal feeling is that Microsoft has too many holes, loops and a whole rage of other issues and switching to either AWS, IBM cloud or Google Cloud tends to be an essential first step coming to my mind. Now, if there are sceptics who think that I am anti-Microsoft here, they are probably right. Therefor the Links to the two articles were added letting you look at the stories yourself. In the meantime I remember a story in April and it should be my ‘duty’ to inform SAMI that ‘BAE Systems and Microsoft join forces to equip defence programmes with innovative cloud technology’ had a nice article and with the two articles mentioned, SAMI could lay its hands on a truckload of BAE IP. Not sure how far they will get, but free IP is the way to go I say. So when you realise that a large corporation like British Aerospace with all the civilian and military hardware can be accessed, what chances do you think that Novo Nordisk (Denmark), LVMH (France), ASML (Netherlands), SAP (Germany), Hermez (France), L’Oreal (France) have? I do not know if any uses Azure, but it is a good moment for them to select one of the other companies. They could after the event sue Microsoft for damages, but Delta Airlines is already suing CrowdStrike and I am not sure how that will go. In the end it is my personal opinion that this could potentially bite Microsoft hard and it is one of the reasons I do not let them near my IP.

As I personally see it, the companies racing the be the first to launch their (fake) AI will now have a much larger impact. There were already fake data issues, but now the phishing options that are mentioned and when that gets linked to what Cyber Security News calls “UnOAuthorized” the entire IT game changes dramatically and I have no idea how that will play out. 

As my Sunday is almost over and Vancouver only just started there’s a chance we postulate that the next 72 hours will be an interesting one. Have a lovely day (when you are not on Azure).

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I missed this setting

That is the premise. So, why didn’t I think of this? We all have this and on the defence of Microsoft, they had the ‘slogan’ at the launch of Windows 95 ‘Without even thinking’ the premise was brilliant as was the innovation from Windows 3.11 to Windows 95, no doubt about it. And without even thinking applies to so many applications and conditions, it is a brilliant created stage (credit where credit is due). So here I was reading the BBC (at https://www.bbc.com/news/articles/c9d1y0z4z9no) and that gave me the nudge to wake up. You see I wrote about Ruja Ignatova, now mentioned in ‘Fugitive ‘Cryptoqueen’ hit by asset freeze’ with the lines “Ruja Ignatova, known as the Missing Cryptoqueen, is now subject to a global freezing order which prevents her assets from being sold or moved.” I had written about it some time ago and now we see “The freezing order, made public on Wednesday at London’s High Court, is part of a group action brought by more than 400 OneCoin investors”, I looked at this ‘crypto queen’ somewhere in May of June last year, it could have been two years ago. 

What made me consider this is that it has taken 6 years to do this. The questions come to mind is why this took 6 years. Come to think of this, why didn’t my sneaky way of thinking consider this. And in that light it she had moved all ‘her’ cash in some trust setting in Switzerland or Saudi Arabia it might not amount to anything. Those two countries have massive protections in place and anyone of them transgressing on their banking laws are in deep trouble. It is like rowing towards the end of the Niagara falls without an anchor in place.

So why did this global freezing order take 6 years? There might be a good reason, but the article doesn’t hand out the reason. Then we also get “The freezing order does not just target Ms Ignatova but seven other people and four companies – all alleged to have been connected with OneCoin in some form” which gives me another setting. Is ‘alleged’ enough to put a freezing order in place? Don’t get me wrong it sounds nice, but when was alleged enough to prosecute people and companies? Doesn’t that require proof? 

Then we get to “Sebastian Greenwood, who is in a US prison serving a 20-year sentence for his role in the fraud. Also subject to the freeze are British businessmen Christopher Hamilton and Robert MacDonald, who appeared in court in London” which get us the added “The pair are accused by US authorities of laundering OneCoin proceeds, however attempts to extradite them to the US to face trial have failed”, now I do not known enough of either Christopher Hamilton and Robert McDonald, but why did the extradition fail? There might be a procedural or legal reason, but the BBC does not give us this. It might not hit the core of this story, which is Ruja Ignatova, yet in light of the time settings it becomes a liked interest, so why is it missing? 

There are a few speculative sights to this. The first is that she was murdered (read: executed) and whomever was left with the bundles of cash is pretty much singing ‘do wa Diddy Diddy’ on a sunny beach. The second one that I considered was that she has a new identity, living it up in the UAE whilst her cash is in an optional Saudi bank, gaining 5%-10% interest over several billions, and as such you can live like a queen in Dubai or Abu Dhabi living off $100,000,000 plus each year. She might have been seeding the non captured funds to assure her of non-capture and non-freeze cash. This is all speculation but the stage that we see with 6 years vanishing makes these two the most likely scenario’s. And there are more places she could go when the cash is securely non-freezable. 

This gets me back to the number one question. Why did the global freeze order take 6 years? There might be a really good (or correct) reason, but the BBC article does not give us that.

Something to consider especially When we consider the Khaleej Times exposed last June that ‘UAE scams exposed: How thousands of residents ‘lost it all’ in bogus investment schemes’ and this is one nation. They report “over 40,000 UAE residents have collectively lost hundreds of millions of dollars to fraudulent investment schemes” that is a serious amount of money and this is one nation. Don’t you think there is now a pressing need to up the effort to upgrade banking laws to take this factor out (or at least diminish it massively). I understand that a fool and his money are soon parted and that it is everyones responsibility to take steps to make it harder for these criminals. I think that the one clear lesson is that there are no free gifts (EVER). The second part is that nothing comes for free. Now we get that not all ‘currencies’ are the same. Look at Facebook. Their currency is data and a lot of people do not care about data, especially as they do not know what it could cost them. One question I have always in mind when someone offers me a deal to good to be true is “if it is too good to be true, it must be a false setting”, this has (up to now) prevented me a few times to lose my cash. The second thing is that if someone (an unknown person) comes to me with such an offer. My initial question becomes ‘Why doesn’t he (or she) go to friends first?’ The situation might have come up, or they might not have any friends. But when you deliver on ‘great’ deals you suddenly have more friends than anyone ever bargained for. 

This is a paranoia setting, but it is not paranoia when everyone is after your bank account. Just a thought to consider.

So whether your funds are in a fridge or not. Make space by removing the venison and make yourself an awesome Bambi burger, with forrest unions and mushrooms. Bon appetite and have a lovely weekend when you get there. I get there in 2 hours. Now I need to find some venison, I suddenly feel peckish.

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