Tag Archives: Abu Dhabi

May 21, 2026 · 00:00

I took offense

This happens, it happens to you and me and there is nothing wrong with that. In this case it was an article in the Middle East Eye (written by Andreas Krieg), Dr Andreas Krieg is a senior lecturer at the School of Security Studies at King’s College London, Royal College of Defence Studies and fellow at the Institute of Middle Eastern Studies. He has spent more than ten years living, studying and working across the MENA region. As such he knows a lot more about defense than I am likely to ever will. But still I took offense. It was (at https://www.middleeasteye.net/opinion/how-iran-war-broke-ambitions-little-sparta) were we see ‘How the Iran war broke the ambitions of ‘Little Sparta’’ and we are given “The UAE must abandon the illusion of strategic exceptionalism, and rebuild its autonomy through a collective Gulf security order” it is a decent setting, all whilst at present we see “Countries like the UAE and Qatar are moving away from pursuing purely independent, exceptionalist foreign policies, recognizing that isolated states are highly vulnerable in modern multi-front conflicts” this is seen as the “Small State” Dilemma. I am on the fence here as I am a little out of my frame of mind. Whilst we are given “The past three months have exposed the friction between Abu Dhabi’s ambitions and geopolitical realities. Iran’s attacks on Gulf infrastructure have confronted Abu Dhabi with the dissonance between its self-perception as a middle power, and its structural vulnerability as a small state.” It is one view to have and I cannot say whether it correct or not. As such we are given that “Presidential adviser Anwar Gargash recently lashed out at neighbours and partners, posting on X (formerly Twitter): “The friend has turned into a mediator instead of being a steadfast ally and supporter.”” Whist the added “His post captures the frustration in Abu Dhabi over the state’s inability to use its leverage to rally neighbours and partners around a more aggressive stance towards Iran. In an article last month, Emirati commentator Tareq al-Otaiba denounced Arab solidarity and multilateralism for its inability to collectively deter Iranian aggression. A month earlier, his older brother, the UAE’s ambassador to Washington, Yousef al-Otaiba, announced in an op-ed Abu Dhabi’s readiness to join an “international initiative” to reopen the Strait of Hormuz, with the UAE prepared to share the operational burden.” And these truths are that, they are truths, nothing more. You might say that this is all and you would be correct but when we see “Despite the UAE luring Russian money and oligarchs to its jurisdiction, Moscow did not come to Abu Dhabi’s defence. Beijing issued the familiar language of concern and stability. Washington reassured, but delivered very little in terms of deterrence.” It is here my offense started. Moscow is whatever Moscow wants to be and is in it for themselves, nothing new, then we get Beijing. I reckon that it is shy from any actions because it might cut itself in the fingers if they come out, but it is Washington and optionally Europe and the Commonwealth as well (these last two parties are my speculative addition) they all delivered very little as deterrence and that shows what friends the UAE has, it has none. Even though Washington was eager to claim the billions and throw it all aside for fake AI, no action are seen. As such I took offense and whilst I took actions the only way I know (as I have no military or diplomatic powers), I created optional IP and after I showed an idea for a canal, which is now surpassed by a pipeline and that might be the better option. Still, after the massive attacks from Iran, I handed my IP to the UAE, the first one was created in January 2019 in ‘The impact of insanity’ (at https://lawlordtobe.com/2019/01/20/the-impact-of-insanity/) where the IP would sink ships in the breakwater, closing harbours off for days, if not weeks or even months. The idea came from a Dutch bank robber who operated in the 70’s. As such I gave his idea new life. The one element I did not see was the time it would take for the ship to sink and if in case there was an inner hull I added a ring of C4, like a ribbon of prima cord (like off shore uses) and even if it would not open a hole, there would be several place where the inner hull would be punctured and the water would be coming in at a speed of several gallons per second. Then I went on creating IP to take out the rails of Iran, this would always be possible, but my way which I discussed in ‘With Ice please’ which I discussed (at https://lawlordtobe.com/2026/03/10/with-ice-please/) where I showed the idea to blow away the Rail Clips, holding the rails down. It can be done with little effort and the small explosives will do nothing to harm the rails, what happens is that the elements  holding down the rails will be removed with liquid nitrogen and a small explosion that would shatter these clips, do it in a corner, the train will not see anything wrong initially and as the rail gives way, the train will go bouncy bouncy down the hill and off the rails. It done correctly, several cargo trains will see this happening, reducing commerce for Iran and reducing the efficiency of their infrastructure. The elements that give offense was the fact that Andreas Krieg gave us that the UAE needs to be seen as a little Sparta. But as I see it, others that take offense of non-commitment and I for one created the IP that would enable the UAE to strike back. And I saw Iran as the danger that need not be around and I started to create options as early as 2019. I even had an idea to make their nuclear reactors useless, I did something, against apparently Moscow, Beijing, Washington and London that are all in it for themselves (as one would expect) but they had no problems selling fake AI settings for billions and I take offense to that, so I gave them optional solutions. And a I see it, it is a lot more than they are doing. I even crested the idea that one person could lead a massive drone attack, which came through the Iranian attack on Aramco, as such I gave the UAE (Saudi Arabia too) ‘Droning right along’ which I wrote on June 14th 2025, almost a year ago (at https://lawlordtobe.com/2025/06/14/droning-right-along/) I saw Iran as the danger it is and I created something for that, will it work? As I see it the China’s Chongqing drone show proves me right. My show will not be seen by a lot of people, but a dozen drones could be piloted by one person and the massive consequence for Iran is that they could lose refineries, airports and a few other places. And if you have half a dozen pilots, you could hit them all at once. Iran could say goodbye to whatever they hold on a near instant setting, it might take longer to make some instant noodles. As such whatever Andreas Krieg states, it merely creates offense as he says “All Iran needs to do to weaken the UAE strategically is to remind investors, insurers, shipping companies and expatriates that the Emirates is not an exception to the Gulf’s insecurity.” All I had to do is get even one of my IP to work correctly and it is goodbye Iran and I am willing to hand all this IP over to the UAE so that they can make it work. As such: “All I have to do, Is take away whatever Iran thinks they have. I cannot make the false claims President Trump does, because my ideas are not based on ‘beautiful big balls’ they are merely adaptations that were out there all along. They are all adaptations on ideas from WW2, with modern technology adaptations. Iran could lose it all and no billions are spent (Washington states that the Pentagon had an  estimated $29 billion directly), at best a billion is used to test the ideas and adapt the fabrication of these weapons, but the drones are already available, they merely need some programming adaption and then these drones are fitted with claymores, or a variation of them and that comes down to about $25K for the drones and the ‘packaging’ no billions were required. The package is dropped about 10 kilometer from the refinery and off they go. There are a few ways to go about it, but I am still considering that a MQ-9 Reaper could drop 2 packages with a abundant amount of cheap drones, as such tow refineries might be hit at the same time. As such, these investors might want to consider to bet against the UAE, there is every reason to consider that I could come up with a few more ideas to make Iran regret that they ever attacked the UAE, but as I see it and as I suspect that Andreas Krieg is seemingly aware of the strategy behind all the attacks on the gulf states, but I might be wrong in my assessment too, so there is that too. What I do know is that I have done more than any ‘proclaimer to be an UAE ally’ and I did it free of charge. So there!

As I see it, I might have made Anwar Gargash proud that there was at least one party willing to assist the UAE, even if that one was a mere tourist at best. And I do understand that even if I took offense, Andreas Krieg did nothing wrong. He did his job, but the article that he wrote came over massively wrong with me and perhaps that was his intent all along (even though he possibly tried to get someone more important to take notice of what he wrote). So have a great day all, I will try to create a few more obstacles for Iran if possible.

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May 19, 2026 · 00:08

Right out of the left field

I had a mind blast a few hours ago and I don’t know what got me to this. Well I kinda do, but I was not giving it much thought. So as I was enjoying a few moments (a moment is an hour) on YouTube, I saw a video about the Epic Universe, which until President Trump decided to go the way of the Dodo, it was my ultimate intent to spend a vacation in Epic Universe, but as things are, there is no way I am going there in the next decade (optionally the rest of my life). Now my mind is set to the theme park world of Yas Island in Abu Dhabi. So as I saw the YouTube video I suddenly had an idea. This is not something I can do, but after all the idiocy settings of HR people relying on AI settings. It struck to me that these people could use a ‘simulator’ several settings from stores to amusement parks. 

So consider that HR is set to a skill level as it tends to be, but how do you hire? What triggers are you considering? That is the stage of the simulator. You are given a pool of people and the DML/LLM of that system creates the letters, the person goes through them and selects their top 5 or top 10. Then the interview and from there you get 2-3 that go through the final round. Just like your average job setting. So, as you go through the settings of HR, the simulator gives you a rank, but more importantly it shows HR what staff needs additional training. So this would be an actual simulator to improve the HR setting of a company. 

And believe me, I have seen my shares of flaky scammers (so, not HR), HR that flatly deny you, and those who seem to believe that a new starter requires 5-10 years of expertise. There are all kinds of HR and as I see it, when the AI bubble bursts, whomever will be unable to hire the right people, will go under in that AI bubble and they will not be heard of again. The setting is that the truth of the matter is that any firm will need the right people. Who that is tends to be up to HR, but how to get them seems to be unclear. As such my mind came up with the simulator setting. Based on a pool of people with DML/LLM letters so to get a mingle of types as the simulator expands into construction, retail, consultancy we will see a while range of options and there is no immediate release. To add the styles and settings will take time, but consider that the United States has approximately 36.2 million businesses and the European Union has approximately 33.5 million active enterprises across its business economy. That is a pool of almost 70 million potential customers, the retail sector is still a lot less, but it is a start and when the simulator gets the power it needs to get, the simulator gets the finance and attention to grow into something serious. So, it was just an idea and if a dedicated IT HR programmer is out there, this idea is for you. I am not getting involved in a work I have seemingly no clue about.

Anyway, that was the idea I had today, I reckon that it could use the setting of localization down the road, especially with over a billion people in India, but as I see it, the USA and EU are a decent first bet. Have a great day.

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May 16, 2026 · 04:54

Applied Directive Never Offering Concern

Nice and mystical, but it is al in the title. The guardian gives us (at https://www.theguardian.com/business/2026/may/15/uae-oil-pipeline-strait-of-hormuz-by-2027) ‘UAE to complete second oil pipeline bypassing strait of Hormuz by 2027’ as such, with a year the problem with the strait of Hormuz and posing a setting for Iran, it is taken out of the equation. I admit that it is simpler than digging a trench from Sharjah to the east coast of the UAE, it is simpler and as such I love the idea. We are given “Sheikh Khaled bin Mohamed bin Zayed Al Nahyan, Abu Dhabi’s crown prince, has directed the UAE state oil company to fast-track the previously undisclosed project so that the pipeline can begin carrying oil from the emirates to the port of Fujairah by 2027. The new pipeline is expected to double the UAE’s export capacity via the existing Habshan-Fujairah pipeline which can carry up to 1.8m barrels a day to the port on the Gulf of Oman.” I am considering the idea that optionally expanding that port would give way to a fleet of tankers parking (5-8 ships). It would enable additional options as well, but it is straight out of mind thinking and I have no idea what there is now. There is the setting that these ships might require overhauls, but that is because I have seen the needs of takers in my youth in Rotterdam (predominantly Europoort & Maasvlakte) and I think that similar conditions might be required. So whilst we accept that “The UAE and Saudi Arabia are the only Gulf producers with pipelines that export crude outside the narrow waterway running between Iranian and Omani territory.” The fact that the UAE deleted itself from OPEC opens up other settings, they would have no limits to go though which they apparently had in the past, as such they could release close to their own maximum settings overriding what was previously allowed through OPEC. So, as I see it “Leaving the oil cartel was expected to allow the UAE, the group’s third-largest oil producer, to pump more oil than the group’s future production quotas may allow once the conflict ends and normal trade through the strait of Hormuz resumes.”

There is the idea that this might (I am completely uncertain about this) be paid back in mere months after which that new pipeline will bring in a pretty penny and restores the old prices of oil by 2028/2029. It would be nice to see Iran lose another setting, which they will oppose, but it is out of the waters of Iran, so they don’t get to have a word on this. And as Iran made it a case to bomb the UAE for all it could, it is nice to see them come in last in a race with limited players. 

So whilst we see “The UAE’s departure has laid bare the long-running tensions between Abu Dhabi and Riyadh, with the Saudis normally favouring strict production quotas to keep oil prices high enough to support their economic agenda. The exact capacity of the new pipeline has not been disclosed but doubling its existing capacity to 3.6m barrels a day would bring the UAE’s pipeline exports closer to that of Saudi Arabia, which can transport roughly 7m barrels a day from its eastern oilfields to the Red Sea port of Yanbu, of which 5m barrels are exported.” And with that Iran will have angered the Arabic nations to another level, because it will dig into the Saudi pennies and they will not accept that lying down. If only they have refrained from bombing the Arabic nations, they might not have gotten themselves into this predicament a clear showing of how limiting the Iranian thinking patterns are. A clear setting that pretty much any oil country could have considered and now we see where that is getting them. For the UAE, who got this project started it means that several advances will get green lighted sooner rather than later. 

So have a great day and consider that the UAE got a solution working in weeks and it is more elegant that my solution of making a canal, so the bulk of tankers don’t have to look at Iran at all. Simplicity itself.

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May 10, 2026 · 01:20

Not as we know it

The famous and iconic quote by Dr. Leonard McCoy, first stated by Deforest Kelly, after that by Karl Urban. So, it’s space but not as we know it. We are given ‘Abu Dhabi-based space company plans massive $1 billion satellite network’ with the quote “The space technology company, linked to Sheikh Tahnoon bin Zayed’s International Holding Co. (IHC), will launch its first satellite in October. Nine more are scheduled for next year as the firm builds an AI-powered Earth observation system. CEO Hamdullah Mohib confirmed plans for 40 additional satellites within five years.” Who would have thought that the 2017 movie Valerian and the City of a Thousand Planets gave us a look into the actual future?

Of course I went to the cinema, I grew up with the comics of Valerian (in Dutch, where he is called Ravian) one of the comics even gave me the idea for a story with elements based on that setting, I even Included parts of the idea of Ubisoft’s Assassin’s Creed Origin, specifically the The Curse of the Pharaohs part. There were no pharaohs, or curses in my story, but the ships sailing through the weeds and the location of Aten and Duat gave me ideas. But this is about the UAE, who is launching 50 satellites. I have no idea what the competitive yank was doing when Elon Musk (yes, that guy) has launched over 11,500 starlink satellites. But the UAE, is a different matter. I have no idea what area, although some sources gave me “Middle East, Africa, and the surrounding regions”, the question becomes will it include at lest parts of Europe? You see, that would give a massive boost to the UAE streaming channels as they could reach these area’s too and that could mean all kinds of revenue (like advertising). It is me personal view to not include this would be folly. I also see the need to increase YouTubers, TikTok makers, and likeminded local crowds. I can see that the limitations is decently showing for Abu Dhabi, Dubai and Sharjah. The world needs to see what the UAE can offer as the resentment for visiting the United States is increasing on a near daily basis, especially as someone ‘claims’ that Cube is now easy pickings (they used a different term). But that warmongering claim and the sounds that we hear as Hegseth criticized NATO allies for not standing with the U.S. during tensions with Iran, questioning the strength of the alliance when allies are unwilling to support U.S. efforts is as some say “going down the wrong pipe”, as such there is a higher need for more diverse information and it might be nice to do that, but I believe that the best view on the Emirates should be given by an Emirati, should be simple, right? And there is enough sample materials. I am privy to see the works of Johny Strides, but there is also “The Ken Continuum” as I see it, plenty of stuff for Emirati’s to show Abu Dhabi, Dubai and Sharjah on a near daily basis. I just looked on the recently uploaded vlogs and what I find is ‘Inside Yas Mall Abu Dhabi 🇦🇪 | Luxury Shopping & Walking Tour’ from the Canada Family Vlogs. One in one day, there were a few more in 3-6 days and plenty of shorts, but the famous Yas Mall? I would have expected at least a 6-12 in a day and I think it is important for the UAE to show itself and there is plenty of evidence that the Emirati’s love their country, as such I am a little bewildered why there is so little (perhaps there is a reason, but I am unaware of it) And Yas Island has a mall and 4 theme parks. And when. I look towards Sharjah, I get ‘Sharjah Separating From UAE? The Hidden Crisis In UAE Right Now’ I have no idea if that is real (most likely a doom speaker) but something should be done, especially when the UAE is adding 50 satellites and they all want to give and receive all kinds of data (I reckon a lot will be videos). But it is essential that the UAE will upgrade the quality of what is out and about, especially from Emiratis. I saw several good videos in the past for both Abu Dhabi and Dubai, but the pickings are getting slim. Show the people what shopping in Carrefour is like, show Affordables in Khalidiyah mall and Al Wadha mall (a mere example), foodcourts in Dubai, most people in the Commonwealth have never seen Al Baik and that is just the surface of things. Yes, people show us the Dubai Mall (which is lovely) and show us the Bugatti hotel, but there is more. And there are good vloggers, Dubai has Alone in Dubai, which shows us all the splendour of Dubai, I have seen numerous videos from that provider on YouTube. But there should be more, because not everyone likes one particular person, we all have different tastes. I get that, and by showing us more, we learn more and we accept that Dubai and Abu Dhabi needs to be on everyones bucket list especially now that the people tire of the United States. I reckon that with 50 satellites, there will be a lot more interactions and as these 50 satellites come online between now and 2031, it becomes essential to do this, especially as the telecom companies want to grow and there is room for growth especially towards Europe as I see it, so as the UAE shows its technological prowess, it needs to consider what is there to show and at times I think it might be better and these could be more. The UAE set out in 2024, to ‘Chris Hemsworth criticised over tourism ad promoting Abu Dhabi despite ‘notorious’ human rights violations’, which I personally consider BS. What Human Rights violations? The Guardian showed “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”.” With a massive page where it mentions Khashoggi, Saudi Arabia and we get “The ACTU had said the UAE would be “one of the most repressive countries any Australian government has ever done a bilateral trade agreement with”.” So, where is the evidence? Because all I have seen on YouTube (mostly by British people) is a place that is a lot prettier then Florida ever was, I have not seen any repression and the BS I saw on the dangers in Google Search are as I see it massive lies too. The UAE is seen (by a lot of people as one of the safest places on the planet), plenty of women claimed that they felt safe in Dubai (on their YouTube videos), as such to counter this BS from wannabe human rights phonies it is time now to open the valve, because all this takes time to create traction and the UAE has 5 years to give us a whole range of videos of life in the UAE. I reckon that this is an essential call towards the people in the Emirates and I do believe that you need to see the local settings and as such the UAE has its challenge cut out for them, and I believe that they can meet them, because I see on Twitter (on a daily basis) the proclamation of Emiratis and the love they have for their rulers and their country. I saw a few videos regarding National day and it was clear that these people love their country, I think it is time that this is brought to the larger audience. I saw them as I watched a lot of walkthroughs on the first covid lockdowns. I was in me apartment, nothing to do, as such I watched what was available. London, Toronto, Dubai, Stockholm, Rotterdam and a few other places. As such I also saw the National day parades, cultural performances and I believe it was the first time that I saw the global village in Dubai. The UAE has so much to show, as such I believe it is needed to show it so that these people proclaiming repression, either show us evidence, or shut up. But that might be my oversimplified setting on the matter. But what is now known is that the UAE (with French help) will put 50 satellites in orbit in the next 5 years, as such it is time to see what there is and how it could aid others in seeking optional fortune and challenges. As I see it, the UAE is now where the United States was in 1952, a land of opportunity and as such the larger players and the smaller innovators have a new destination and you might think that the story I started with is merely talk, but consider that the UAE has Dubai+, Dubai One, and Dubai Sports, Shahid, STARZPLAY, OSN+, Abu Dhabi Media Network (ADmn) brands, Abu Dhabi TV, Emarat TV, and Abu Dhabi Sports. So what do you think will happen in 2031? When they grow outside of their UAE borders, they will need materials and that is your opportunity. That is the grow setting that is now getting lost in the United States. Some will go towards Canada, but the Middle East is where it will take on serious grow settings. I reckon that the European script writers are already looking in this direction, because they have materials that might fit in the Emirati media circles. So it will be life for all, but not as we have known it, it will be new and as such it will be interesting to see and it will be enticing. So have a great day today and consider where your future lies and as I read it (might be a typo) ADNOC has 555,845 open jobs. So anyone seeking a job? Have a great day.

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May 8, 2026 · 15:23

We saw it before

This morning I saw the news and I was thinking ‘again?’ You see, Iran is using the same tactic they gave to Hamas, when ammunition gets low, they offer a cease fire until the next shipment come in. And as I see it the news as we see it with ‘UAE reports drone and missile attack as Iran war ceasefire is challenged’ (at https://apnews.com/article/iran-us-israel-war-may-8-2026-6490db55a65880a61a6233eff7acc68b) and ‘UAE countering Iranian air attack after Trump says ceasefire still in effect’ (https://www.reuters.com/world/middle-east/uae-countering-iranian-air-attack-after-trump-says-ceasefire-still-effect-2026-05-08/) is some kind of proof of my thinking. So when we look at the Reuters summary we see:

  • UAE says air defences engaging Iranian drones, missiles
  • US says three destroyers attacked, no damage
  • Iran says US violated ceasefire and it returned fire
  • Fighting broke out as Iran reviews US proposal to end war
  • Trump says ceasefire still in effect, Iran says situation is back to normal

It’s the same old story and I for one, even as I applaud the setting if the UAE not to be the escalator in all this would be kinda happy to see Iranian infrastructure implode on itself. The stage of Iran having to reassess itself as the world has grown tired of this tantrum leading nation is too offensive, especially as the UAE is exploring non-oil and innovative stages that it is exploring. It is not some oil nation using its natural resources, it is trying to seek innovation. I reckon that it that search and the creation of innovation is what Iran fears. It was always the their pathetic attempts to upstage their bigger islamic brother Saudi Arabia, but when the UAE also surpassed Iran, it was too much to those religious proclaimers of the Rumi of Islam whilst they get others to attack the Kingdom of Saudi Arabia, getting their political shield up, known as ‘I know nothing of this’ but now as they attack the other gulf nations their game is up. We can accept that they strike out to the United States and Israel as they attacked them, but the attacks that they took unto the gulf states now has whatever friends they thought they had will now be ready to undo the Islamic Republic of Iran and it seemingly lasted less then 50 years. And now as I see it, the other islamic countries could either destroy Iran, or be destroyed by it and there is additional evidence, see what Hamas left of Gaza, a nation that accepted 2005 disengagement when Israel withdrew its military forces and settlers, leading to a brief period with hopes for economic independence, but this was followed by a takeover by Hamas in 2007. Two years that is all that was given to Gaza, Hamas ruled under the coat of Iran an increasingly violent setting and now as Hamas is seeking whatever it can, Iran considered the same and even as it was attacked, it took the wrong stance and whilst it had options to return attacks to Israel, it decided to attack the UAE, Saudi Arabia, Qatar, Bahrain, Jordan, Kuwait and Oman and don’t give me the “only to attack United States military bases”, the 549 ballistic missiles, 29 cruise missiles, and over 2,260 drones it did on the UAE, The United States has the Al Dhafra Air Base (Abu Dhabi), the Jebel Ali Port (Dubai) and the Al Minhad Air Base which is also hosting some level of support to the United States. So whilst all these attacks were heading to civilian targets, how much damage did the first two have? How many Americans did they drones aim for? That is the setting that Iran evoked and as I see it, the Islamic world has had enough of this Iranian corruption and the world is watching. So whilst we see too much disinformation the press, we need to consider what is next. No matter what I added this equation, the islamic world needs to unite. In my view it would be led by Saudi Arabia and the UAE and all the distortion that is happening to them might be the more Iranian interventions, but in that I am grasping at straws. Personally I want the UAE get out stronger and I reckon they can, but it requires someone to deal with Iran before it gets too far out of hand.

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May 7, 2026 · 00:55

Bewildered as such

I have been bewildered for some time, now I see ‘UAE comes under Iranian attacks for second consecutive day: Ministry’ (at https://www.aljazeera.com/news/2026/5/5/uae-intercepts-missiles-and-drones-for-second-day). I have been bewildered on this for some time, you see never mind how the relationship with Iran is, the UAE is still a Muslim nation, it never sought aggression with Iran, it never catered to the United States and as such it makes absolutely no sense to me to fire 549 ballistic missiles, 29 cruise missiles, and 2,260 drones. These attacks have targeted infrastructure and caused civilian injuries. This is by large the most, even their ‘ally’ Israel (yes, that was a joke) never faced that intense an attack. So when I see that they have had two days of additional attack, I am happy (and relieved) that I gave my military IP to the UAE (Saudi Arabia as well), so as Al Jazeera gives us “The escalation comes amid fears of a return to war between Iran and the US, after Washington launched a new initiative, dubbed “Project Freedom”, to guide vessels through the Strait of Hormuz starting on Monday. About a fifth of global energy exports pass through the narrow waterway. In retaliation for joint US-Israeli strikes on Iran in late February, Iranian forces have effectively taken control of the strait by attacking – or just threatening – vessels attempting to cross without Tehran’s permission. The move has triggered a global energy shock, pushing oil and gas prices to multi-year highs.” As well as “Tehran also launched a salvo of 15 missiles – most of them ballistic – towards the UAE on Monday – the first incident after the US-Iran ceasefire came into effect about four weeks ago. All were intercepted, Emirati authorities said, but a fire broke out in Fujairah, home to a key oil terminal. The facility has been critical during the war, handling about 1.7 million barrels per day – roughly half of the country’s export capacity – as it allows shipments to bypass the Strait of Hormuz via the Gulf of Oman. Three Indian nationals were injured in the incident, which India’s government described as “unacceptable”.” The only thought that makes sense (to the smallest extent) is that the UAE could bypass the Strait of Hormuz, but that is not enough, the idea that the UAE has such a western following is the fact that it has a diversified work setting. As I see it, the UAE is the best place for Iran to get global visibility, that is the best I can come up with and it is for that reason that Iran needs to be destroyed, completely and utterly. They have no wish to get any diplomacy working, they merely want to stall the games they play. It might be a sick view I have, but that is what I am coming up with. The only plus point I see is that now the UAE will see what their true friends are and it can adjust the next steps to better the position of the United Arab Emirates. No matter what they do next, it should be with true friends and real allies. That is merely my view on the matter. And as the needs for the UAE will increase in several directions, there is an opportunity for Google to increase its visibility in Abu Dhabi as from there towards more locations. IBM already preceded them and they are not alone. As I see it, there will be changes and the embassies in Abu Dhabi need to be secured. Personally I am not one to trust Microsoft with that, but a Google/IBM solution might work. And my reason? Well, someone gave us ‘Xbox wants to win you back by removing the Copilot AI it forced upon you last year’ only 7 hours ago and TechRadar gave us 3 hours ago ‘Microsoft has finally realized what most of us knew all along: nobody actually wanted Copilot on Xbox’, a corporation that is so self centered and does not listen to its customers, is not one I am willing to trust ever, but I already had me share of evidence 12 years ago. So that clicked. So, whilst some big tech players are willing to play chicken with the Humvee driving towards you loaded with a beer-keg filled with Nitroglycerine? I’m not (I am watching Vertical Limit, hence the reference). 

As I see it, the UAE needs a strong infrastructure and it requires the correct business partners. As such I am willing to roll the dice on IBM/Google to the standard basics protected. And even as I see all current AI as fake, there is no doubt that Gemini is superior to whatever OpenAI/ChatGPT has, as such some others lose traction. Should Microsoft be eliminated? Nah, tempting, but they did invest Infrastructure & AI between 2023 and the end of 2025, Microsoft will have invested over $7.3 billion, with an additional $7.9 billion planned from 2026 to 2029. As such they have a clear need for the UAE, as well as aiming to train 175,000 students, 39,000 teachers, and 120,000 government employees to drive regional AI adoption (in my view it might ‘accidentally’ be focussed on Microsoft products and not Gemini), but as I see it, that is their right, it is good business sense. But I also see common sense in business sense and as such getting Google towards Abu Dhabi makes sense too (IBM is already there). No matter how you slice it, there will be changes in the UAE. I am not Confused, there is no Mystification and whilst some will say that I am in the dark, or at a loss, I am not, I might be to some extent clueless on what some do and there might be have the smallest smidge of being in the dark but that comes from lacking intelligence on the setting there and it goes hand in hand by some keeping intelligence from us. I get the reason for lacking intelligence, lets face it, no one wants to admit that their product is rubbish and when we consider that nobody actually wanted Copilot on Xbox (allegedly a given fact) we need to wonder why Microsoft is so intent on pushing its premise on whatever they can (my interpretation of that). It fuels mistrust as I personally see it. As such there needs to be an alternative for Microsoft and they did this to themselves. 

You can agree or disagree, that is fine, but I personally believe that the UAE will need reliable business partners, especially in Abu Dhabi and I see that players like Zendesk might need to open offices in the UAE (particular in Dubai and Abu Dhabi) There is a larger need for service solutions to expand into the UAE, whatever hits the UAE next, at some point service points will be affected and its resolution can only be affectively resolved if all the players that need to be there are there. It is nice to ‘rely’ on cloud solutions, but the UAE is under attack and as such whatever  loud solution you use, it tends to lose against a Shahed-136, as such repairs and rollbacks come to mind and they require closer interaction, not a cloud connection to London (or Osaka) there are too many lose ends and that tends to be delimiting to any business. For now I seem to be focussing on alternative military solutions to slap Iran silly (they will be handed to the UAE as well), so have a great day, its 01:00 now and I still have a few hours of snoring ahead until brekkie is offered.

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May 1, 2026 · 16:42

The tourist enticer

That is what I saw yesterday (among other ideas). Although this morning I hoped to run into Mal Lanyon APM (police commissioner Sydney), he got into this job today, making my giggle moment even better. You see, I was going to walk up to him and inform him that I increased in rank today as the new Commodore (I turned 64 today) and see how that goes over. I am not anything but a dedicated glutton for chaos when the setting gives me the opportunity. 

But that is neither here nor there.

The setting is tourism in the Middle East and as I have given a few ideas to the UAE, it only stands to right I do something similar for Saudi Arabia. The first thing that came to mind was what was there’ and we can see that Hollywood Boulevard is there, but as I see it nearly 249 million Europeans (aged 15+) made at least one personal tourism trip in 2024, as well tens of millions of Canadians make travel their touristic setting and I am happy to see more than 90% that will no longer make the United States that destination. A lot will seek out Europe and Asia their destination, yet it would be nice to see a lot more going to the Middle East (Saudi Arabia and the UAE) as such I thought of reasons for them to seek the locations out. The UAE has its pigeons in a row and I added an idea or two there, but now it is time for Saudi Arabia to get a few ideas. They have several options, but I reckon not enough. You need to ‘entertain’ these flocks for over a week and here I see options. One of them is that the Netherlands has the holy land foundation, the idea is nice, but what if this village is more representing an educational view of Saudi Arabia from before it was founded? A place representing the looks of an Arabian village (circa 1700-1900) complete with the guides and ‘local’ population to give it form? It could serve as an educational setting for the local population as well. Combine this with a few of the 1001 tales, not the politically correct ‘adjusted’ version of Ali Baba and the 40 fighters for the Palestinian cause. So consider that the 1001 tales includes numerous stories depict jinn, ghouls, ape people, sorcerers, magicians, and legendary places, which are often intermingled with real people and geography, I reckon that you could have at least a dozen stories all over the place and there are more to include or even replace the ones that have been there for a few seasons making the attraction a long term want to see idea. I reckon that it should be in Riyadh, but that would be up to the Saudi government to decide upon. In addition, the Dutch also have the Archeon, a place with historic settings of three villages, a bronze age dwelling, a Roman dwelling (complete with a fighting rink), a bathhouse and a few other settings and a middle age village (from around 1400), these places are built using the materials that were available in those days and they had their own cuisine. The roman lamb was magnificent and the Abbeys Waffles with hot cherry sauce and whipped cream has to be tried to be believed. There are merely two settings and there is a lot more. Stockholm has the Vasa museum, and it has power because of the only almost fully intact 17th-century ship that has ever been salvaged, the 64-gun warship Vasa that sank on her maiden voyage in 1628. The idea cannot be replicated, but France has the Puy du Fou in the Vendée region being the most prominent, offering an immersive walkthrough attraction titled Le Mystère de La Pérouse. That idea can be translated to a walk though on a replication of a VOC ship (I wrote about this earlier) and these settings are for the Saudi population just as entertaining as it is for tourists. Add to that a eating place (you cannot call that a restaurant) in the image of the galley of a Man of War which should hold enough place and it could evolve into a place with more than this, optionally a modern submarine (complete with periscope) would be the tourist setting that Saudi Arabia adds to this collection. It was my thought to stay away from the ‘American’ entertaining ideas. Abu Dhabi already has these settings in place and they did this rather well. As such the idea is to create things that are NOT there. And these are the three ideas I see. So whilst we are now given ‘Most Americans Now Say U.S. Foreign Policy Ignores the Interests of Other Countries’ it is now the goal to isolate ‘that’ United States from the rest of the world and fortunately Europe and Asia have plenty of ideas to fuel the beacons of Saudi Arabia and its tourism attractions. It might be shallow but I came up with these settings in merely a few days and these setting s could be transferred to other places. It might not all be placed in Riyadh, for example the Puy du Fou could be added to the Sindalah resort, right next to its Marina. And other places could be considered as well as Saudi Arabia seeks to franchise a new setting that is created with branding and visibility, so that tourists and Saudi’s see the places they recognise from other places and they need not be identical. It was one of the attraction that gave places like Planet Hollywood its attraction on a global setting. 

So as I see it, there is plenty to do and as Saudi Arabia gets a slice of these 249,000,000 tourists, the setting is to do this now, when the United States is creating global disgust. A good place to start I say. 

Have a great day, Vancouver joins us to today in 15 minutes.

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April 30, 2026 · 14:17

The syrup of some

Deutsche Welle gave me a view, it is a optional view and I am using optional because I know much too little about this. The story (at https://www.dw.com/en/why-uaes-opec-exit-is-a-blow-to-saudi-arabia/a-76975354) gives us ‘Why UAE’s OPEC exit is a blow to Saudi Arabia’ it feels different from other views stating that the break up of OPEC is a win for President Trump, which is another view to have. But here we see “The United Arab Emirates is leaving OPEC to pump more oil on its own terms. The break strips Saudi Arabia of a key partner and adds to growing uncertainty over the cartel’s future.” Yes, the UAE could pump more, but I don’t think it will lead to the uncertainty of the oil cartel (named Open and Opec+) You see, this large blip on all our radars will come with other settings. It will give the gulf states a claim for Iranian oil (repair costs) and that could be sold directly to China and Europe, they will exclude the United States as it is the cause of all this mess. At which point others will reject offers from Brent oil as it is American oil and there is no telling how deep the rejection goes and the weird part is that this might open up European talks with Iran as it reimburses damages to the gulf states (namely: UAE, Saudi Arabia, Qatar, Bahrain and Iraq) it is not the win Iran was looking for, but it is a win as they can make a case that the United States lost. Will it go that way? Time will tell.

It all reminded me towards an old feud (1985) where a colleague accused me from hoarding the ‘Rinse Appelstroop’ on my sandwich, all whilst the sandwich can only contain a mere part of the entire tub. So when we see “For years, the United Arab Emirates (UAE) has clashed with Saudi Arabia, OPEC’s most powerful member, over these quotas. The UAE has invested heavily to expand its oil industry and grow its market share, but OPEC limits have repeatedly held it back.” And it reminded me of the feud my co worker gave me over the syrup, almost like oil. I have no idea on where it is all set in the oil industry, but the idea to give into America is nothing less than a joke. They claimed that they have all the oil they need, so why would they need some handhold over oil? The one commercial thing I do know is that as the offer of oil increases the price goes down, as such the Middle East needs to take care of how they deal with this, because oil even as a commodity has a lifespan, once you get to the bottom of the barrel, the amount of oil you can still produce come close to that number shaped like an ‘O’ (hint: it is zero). 

So whilst I get that they all have needs, the idea that there might be an imbalanced amount towards one country is dangerous, but I get it, the UAE must do what is best for the UAE, Saudi Arabia must do what what is best for Saudi Arabia. But underneath all that we see “The UAE currently produces roughly 3.2 to 3.6 million barrels per day (bpd) under quotas but holds spare capacity of nearly 4.8 million bpd, Reuters news agency reported. Plans call for a hike in output toward 5 million bpd by next year.” And no one is looking at the amounts that might still be available for drilling. So what happens when that finishes? Everyone claps to attention but there is no clear vision for the future. And all the ‘influencers’ giving us the YouTube version of what comes tomorrow better find a good news source, because no one has an answer toward the ‘what now’ equation when the oils run out. 

So whilst we are getting “OPEC has already been under strain from repeated quota breaches by members such as Iraq and Nigeria, and from Russia’s inconsistent compliance within OPEC+. The UAE’s departure adds to that sense of fragmentation. In his analysis for Capital Economics,  Oxley warned that, in the medium term, if other producers with spare capacity “see the UAE successfully gaining flexibility and market share” outside OPEC, “others may follow.”” I understand that point of view, but I don’t think I can agree. The bully tactics of the United States will also give strength to Saudi Arabia as they might want to get issues resolved through Algeria, Libya, Nigeria, Gabon and the Congo. There is definitely data that OPEC will be slightly weaker, but the oil that is gained in output will most likely go to China and the setting as of 9 April 2026, the UAE has intercepted and destroyed 537 ballistic missiles, 2,256 drone attacks and 26 cruise missiles fired from Iran, and that is mostly due to the acts of the United States. It is hard to hold them accountable as Iran attacked with the missiles, as such it is on Iran and as some state over 90% were allegedly aimed on civilian targets, as such the UAE demands reparations and so they should, but after that, should oil still be delivered to the instigator of these attacks? I don’t think it is that clear cut even as some state that Iran’s nuclear options were ludicrously limited (I don’t believe they were non-existent). So whilst the UAE could benefit from their withdrawal from OPEC, I see that the weak response from the gulf states towards the UAE is partially to blame for this. 

The conversation had some additional things (at https://theconversation.com/the-uae-is-leaving-the-opec-oil-cartel-what-could-that-mean-for-oil-prices-281734) here we see ‘The UAE is leaving the OPEC oil cartel. What could that mean for oil prices?’, we see here “the UAE is one of the world’s top ten oil producers. The country also has the capacity to increase its output by about one million barrels per day”, which amounts to 6 million barrels a week (one day of rest) and that gives us at least and additional half a billion dollars a week, something the UAE can likely use, especially if it goes towards a solution avoiding the Strait of Hormuz which I wrote about in ‘Sinking a dilemma’ (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) I have no idea if that is the path the UAE will sail, but that makes sense, the Strait and the issues with Iran are massively out of play and it also helps with the other gulf states as they (for a fee) use that solution and that is all before the massive attention the harbours of Abu Dhabi and Dubai will enjoy with all these loaded skippers who can now avoid Iranian waters. I only see upsides here, but that channel will require a serious amount cash, there is no doubt about that and it is not merely now, whenever Iran throws a tantrum, the strait becomes the bottleneck for all gulf states. Better to remove that problem completely.

So whilst we are given “OPEC’s influence on the oil price depends on coordinated changes in production. By agreeing to collectively limit, or to expand, the supply of oil in the market, OPEC can manipulate the price to meet its objectives. The UAE alone is the world’s eighth-largest oil producer, and accounts for about 4% of the world’s oil production.” As such I might imagine that the UAE has an issue with the imposed limits and that is before we consider if Das Island is under limits as well. As such it makes sense that the UAE ight want to leave OPEC, but let it be clear, Iran forced this on the rest of OPEC and as such their desperation will also amount to the wrath that these members have as their grip on maximized profits wane. 

Merely a small view on the setting and I get that not everyone agrees, not everyone is charmed by Appelstroop (a Dutch product). Have a great day.

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April 26, 2026 · 21:15

Delaying the matter

That is what I see, but it does not mean that this is the real setting. It might be a simple setting that resides between my two ears, but the story given is making me wonder what is going on. The story started 15 hours ago in Inside the Magic where (at https://insidethemagic.net/2026/04/conflicting-reports-about-a-possible-delay-at-disneys-disneyland-abu-dhabi-project-over-iran-tensions-rl1/) I was given ‘Disneyland Abu Dhabi Delayed? Conflicting Reports Swirl as Middle East Tensions Cloud Disney’s $10 Billion Dream’ Inside that article we see

“Due to the continuing situation in the region it’s likely that #AbuDhabi and #Disneyland will be delayed for several years.  Doesn’t mean the idea is abandoned, just delayed.  Following this story on http://YouTube.com/jimhshull”

I never met Jim Shull, he is a Former Walt Disney Imagineer with 33 years of experience under his belt, who worked on projects like Shanghai Disneyland and Disneyland Paris. I have an issue with this ‘timed’ delay. It sounds like the next average Disney setting to bring forth delay so the only they are allowed there (besides all who are there already) and throwing amounts across like that $10,000,000,000 is the piece of cheese to let the others bite the dust. I do not favour this setting and as I see it, America has a lot of problems coming up in 2026 and 2027, their tourism numbers are highly likely to drop further. As such anyone (serious parties) should be allowed to get to Abu Dhabi and if Disney is about to drop delay after delay, their place in the best stream of tourism on the planet will be set to forfeit. But this is only my view on the matter and there is likely enough opposition to my idea. Don’t get me wrong, there is likely a delay, but as I see it 6 months to a year. Nothing more and if Iran will resume its attacks on the UAE and other gulf states. I handed my Military IP to the UAE free of charge, as such I have done my duty to the UAE (to Saudi Arabia too). Whilst the crypto-bitches are heralding the downfall of the UAE, I gave the UAE optional settings of defence, to destroy the infrastructure of Iran, without bombing it to the stone age (that is too America a solution) and whilst they are alleged to have used up to of April 2026, the U.S. military has severely depleted its missile stockpiles, expending roughly $24 billion in major munitions during the first seven weeks of the Iran war. Over 45% of Precision Strike Missiles, 50% of THAAD interceptors, and 1,100 long-range cruise missiles were used, leading to critical shortages that could take 4 years to replenish. Funny, because the weapons I designed would cost no more that one billion max (for all three solutions) and would also be ready for sale increasing the coffers of the UAE. So, it is fun to see my optional solutions outperform DARPA by a lot (or so I say).

But this is not about me, it is about Disney. So as we are shown “In a tweet from late April 2026, Shull highlighted the conflicting reports” about the park’s progress. Shull, who often emphasizes the reality of “lines on paper” vs. “boots on the ground,” suggested that the current regional instability makes the ambitious construction timeline virtually unattainable.” It is hard for me to comment on that, it would be his word against Disney, but a delay of years is seemingly out of the question (my personal view) and I also think that the executive council – government t of Abu Dhabi should talk to the Dutch player ‘the Efteling’ and this is not some random place. I saw it several times in my youth, it has been a contender for the big prices for a long time and they were able to capture 2026 IAAPA Brass Ring Excellence Award (Best Sustainability Program), 2025 Golden Ticket Award (Best New Family Attraction), 2025 Thea Award (Outstanding Achievement), 2018 Thea Award & Park World Excellence Awards, 2017 & 2018 Best Theme Park in the World, ANWB Best Day Out in the Netherlands, the last one is a Dutch award and they won that several times, including 2024, 2021, 2019, 2017.  I think it would be a good idea to introduce the UAE to other solutions (beyond WB and Disney) and the alleged delays might be a good reason to look to additional sources. The UAE will need every option to be used if there is to be traction to gain tourists, that is clear. 

Inside the Magic shows one side that is missing almost everywhere else. “Shull’s commentary points to a fundamental reality: theme parks are not just creative endeavors; they are massive infrastructure projects that require stable supply chains, thousands of international workers, and a secure environment for future tourists. With missile strikes recently reported in nearby Dubai and the temporary “darkness” of several parks at Dubai Parks and Resorts, Shull’s skepticism carries weight. Many industry watchers interpreted his tweet as a sign that internal discussions at Disney may be far more focused on “risk mitigation” than “exchange of ideas.”” There is a good side to risk mitigation, any business needs to do this and Iran is throwing sand in every cog they can. I personally see this as an act of desperation. The Iranians are allegedly tired of their republic, the people are tired of the Iranian republic and that includes the Gulf states the people in charge are scared of their options outside of that republic, as such their desperation. But the Inside the Magic article illuminated that there are people who are scared of risk, they have had their cushy jobs for too long and consider the wheeling and dealing of a nation where they are gaining wealth whilst sleeping. Disney is allegedly looking at what is real and that is fine, but the delay of years is about something else. They fear the competition and they fear their infrastructure in the United States collapsing. So they want some form of exclusivity, which is a big no-no in my view. Exclusivity is fine if you are building and participating, not so much as you are delaying. The UAE must do what is best for the UAE and its citizens and the word ‘delay’ does not hold water in that equation. It seems like these business analysts are all about maximizing profits at zero risk, when did that happen? Because any endeavour comes with risks, it always has. 

The article also has two views and they sound good. 

  1. The Optimists (Reid/Sylt/Miral): This group argues that theme parks are 50-year investments. They view the current conflict as a “small blip” in a 15- to 20-year master plan. To them, Disney’s “exchange of ideas” is proof that the gears are still turning behind the scenes, and the domain registration is evidence of long-term ambition.
  2. The Realists (Shull/Niles): This group believes that “external factors show no respect for developers’ plans.” They argue that the longer the conflict continues, the more likely it is to face a “silent delay,” which means construction is quietly pushed back. At the same time, the company waits for a more favorable global climate.

The views are good, but I have a personal issue with “the company waits for a more favorable global climate” it is a realistic view, but lets remember that their own President started this. And the conflict is in a state where we have no idea where anything is going and that is not good for the UAE, but until Iran is resolved (optionally deleted from existence) that is what it is. I cannot change this or make it better, only to do what might be of use to the UAE, it is all I can do.

Have a great day.

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April 23, 2026 · 07:30

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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