Tag Archives: Abu Dhabi

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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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

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. 

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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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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This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

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For a few Yuan more

So, yesterday I saw a MarketWatch article (at https://www.marketwatch.com/story/the-real-meaning-of-uae-reportedly-requesting-a-dollar-swap-line-6a40d630) where we see ‘The real meaning of UAE reportedly requesting a dollar swap line’, now don’t start running like a half baked cryotoboy to it’s mommy stating the world is ending (like we saw to weeks ago when some of them ran off to the airport), the byline gives us a clear “Economists believe the UAE is signaling it wants closer ties with allies, not a bailout” and I can agree with that. I have not seen seen any Emirati panic, or make bailout mentions. We are given “A report the United Arab Emirates requested a dollar swap line with the U.S. may be more a threat the Gulf nation could shift an alliance rather than a sign it’s about to run short of the American currency, observers said.

The Wall Street Journal reported that the UAE central bank governor, Mohamed Balama,  requested a currency-swap line with the U.S. from Treasury Secretary Scott Bessent while in Washington D.C. last week. The UAE is facing pressure from the closure of the Strait of Hormuz, though experts say its economy so far is strong enough to maintain a dollar peg.” It comes with the additional “Tim Ash, senior strategist at RBC Bluebay Asset Management, pointed out in a posting on X, that sovereigns do not request swap lines lightly. Brad Setser, senior fellow at the Council on Foreign relations agreed, also highlighting on X that he doesn’t believe UAE is in any emergency need of financial assistance, given it entered this conflict with huge holdings of U.S. Treasurys and significant forex reserves in excess of $250 billion. It’s important to note that the Emiratis have asked for a swap line and not a credit line.” And that is supported with graphics on ‘UAE forex reserves versus holdings of U.S. Treasurys, in billions of dollars.CFR’ and those numbers look good, even a non economist (like me) can see that the numbers of the UAE are good. Yet what we are also given is “Gave suggests, the UAE may be “sending a not-so-subtle message to the U.S., namely “leave the region and you will quickly be replaced by China.”

It might make sense and considering the damage that the United States Congress, a document produced on April 9th 2026, by Paul Kerr gives us “Iran’s nuclear program has for decades generated widespread concern that Tehran is pursuing nuclear weapons. According to past U.S. intelligence assessments, Tehran has the capacity to produce nuclear weapons at some point but has halted its nuclear weapons program and has not mastered all of the necessary technologies for building such weapons. The extent to which June 2025 and February 2026 Israeli and U.S. airstrikes affected Iran’s ability to produce nuclear weapons is unclear.” with the added “According to official U.S. assessments, Iran halted its nuclear weapons program in late 2003. This program’s goal, according to U.S. officials and the IAEA, was to develop an implosion-style nuclear weapon for Iran’s Shahab-3 ballistic missile. A 2025 public U.S. intelligence assessment stated that “Iran is not building a nuclear weapon” and that the now-former Supreme Leader had “not reauthorized the nuclear weapons program he suspended in 2003.” IAEA Director General Rafael Grossi stated on March 4, 2026, that the agency “never had information indicating that there was a structured systematic [Iranian] program to build or to construct a nuclear weapon.”

So, there was no real nuclear danger? And the Strait of Hormuz was open before this clambake started? It seems to me that the UAE (optionally with support of all other oil producing gulf nations) should give warning to not mess with their background, especially as it is roughly 7,000 miles away from Washington DC, as such no international waterways (connected) to the United States are in danger.

But in addition to the MarketWatch article, we see the Canadian DeepDive giving us (at https://thedeepdive.ca/uae-threatens-yuan-oil-trade-if-us-denies-dollar-lifeline-as-iran-war-drains-reserves/) ‘UAE Threatens Yuan Oil Trade if US Denies Dollar Lifeline as Iran War Drains Reserves’. The first part of opposition (by me) is that MarketWatch shows that the reserves are good. Basically DeepDive is not lying, reserves are seemingly being drained and that does not imply that the UAE reserves are in danger. But here we see “Central Bank Governor Khaled Mohamed Balama brought the proposal to Federal Reserve officials and Treasury Secretary Scott Bessent in Washington last week, the Journal reported. Abu Dhabi’s position, relayed through multiple officials: the war has strained its finances, dollar reserves could come under pressure, and if Washington does not provide a liquidity facility, the UAE may have little choice but to settle oil and gas trades in yuan or other non-dollar currencies. Emirati officials also told their US counterparts that Trump’s decision to attack Iran was what drew the country into the conflict to begin with. No formal application for a swap line has been submitted.” It is like the message Louis Gave, chief executive officer at Gavekal Research gave us, we merely get more information here. So like MarketWatch we see here “a bilateral currency swap with the Federal Reserve — would allow the UAE Central Bank to draw down dollars against dirhams at the prevailing exchange rate, effectively insuring against a hard-currency crunch without requiring emergency asset sales. 

The Fed currently holds standing arrangements of this kind with five central banks: the European Central Bank, the Bank of Canada, the Bank of England, the Bank of Japan, and the Swiss National Bank. Extending one to the UAE would mark a meaningful expansion of the Fed’s wartime financial commitments.” I am not enough of an economist to see the larger implications, but as I see it, President Trump started shitting in its economic backyard and now the people affected are saying (my of voicing it) “Stop this or we walk away from the US dollar in trade”, now you might think that I am overstating the ‘danger’ but consider that the US dollar is already under stress from a 39 trillion dollar debt (aka $39,000,000,000,000) and now when the Dollar trade offset is impacting trade other means of revenue would seemingly fall away, because it is never a simple setting (is it), and this would be the Home Run that China would love to see evolve. Do you really think this would be merely about oil? When oil starts, others will seek shelter and that is before others dump their $5 trillion (aka $5,000,000,000,000) in US treasury bonds. There have been noises that smaller amounts were ‘dismissed’ but the larger amounts are a worry for Wall Street, they are highly unlikely able to survive this pressure, as such the United States Administration better come up with a solution and quite fast. 

All this whilst Al Jazeera gives us ‘Iran war live: Uncertainty over talks, Trump insists deal to come ‘quickly’’ with the added “Iran says it has no plans to send negotiators to Pakistan for a new round of talks after the United States seized an Iranian-flagged cargo ship in the Strait of Hormuz. Still, President Donald Trump says US team, led by Vice President JD Vance, is on its way to Islamabad” So, one has no plans to send someone, whist the other states someone is on the way? How is that communicating? How is that any solution? That is the premise (given to us 14 minutes ago) that someone like China needs to dethrone the US dollar, so when China gives a solution in the next 24 hours, whilst President Trump starts commenting on his big beautiful solution for the world, the premise of the United States Dollar being removed from the oil trade becomes real. Do you really think that this is just about oil? Because this setting would require the better part of a decade to unwind. It is too early for me to say that the US dollar is out of this, but the other elements might make the pressures of the Dollar in the oil trade unmanageable. 

It is merely my point of view, no biggie. Have a great day, still 120 minutes until breakfast for me. I, hungry, all whilst it is lunchtime in Vancouver, what a bastards.

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The bare numbers

Politico gave us less than I day ago that Iran fired over 90% of its missiles and drones on civilian infrastructure targets. With ‘UAE official: More than 90% of Iran’s targets were civilian infrastructure’ (at https://www.politico.com/news/2026/04/19/united-arab-emirates-iran-civilian-infrastructure-00880064) we see a few facts. The first is the absolute worthlessness of António Guterres, Secretary-General of the United Nations and from me there is no reason to call him ‘His Excellency’, his silence on this matter is deafening. We are given “Reem Al Hashimy, the UAE’s minister of state for international cooperation, said during a Sunday morning appearance on ABC’s “This Week” that Iran was seeking to destroy the UAE’s “model of prosperity and tolerance.” With the additional ““We used our oil wealth to build an economic powerhouse. They used their wealth for nuclear programs that are nefarious, for missiles, drones, proxies, etc.,” she told host Jonathan Karl. “So whereas we tried to become and have become an international, global, responsible player, they are a pariah state. And they wanted to break that model, but they underestimated our resolve.” The UAE has faced a barrage of attacks from Iran since the U.S. and Israel launched joint attacks on Iran in late February. While the Gulf state, like many of its neighbors, initially opposed the war, it has since shifted its tone as it considers how to avoid the breakout of a larger regional war.

It seems to me that the United Nations is failing is plenty of ways, but perhaps they are busy playing host to another mission at present.  He ends with “Asked if she harbored concerns about Trump’s threats, Al Hashimy said the UAE believes that “maximum pressure” is necessary to move forward, while cautioning against civilian attacks. “Ultimately, we don’t want to hurt the Iranian people. That’s very important to mention. But at the same time, it’s the Revolutionary Guard that have taken forward a military stance and a posture not against the U.S. and Israel alone, but against the very neighborhood that they operate in through the Gulf states.”” I hope that the UAE optionally is willing to test the solutions I handed them (and the KSA as well) to destroy the infrastructures of Iran as well (I published them over the last month, one for shipping, one for trains and optionally one for trucking). It was my personal believe that Iran options come to a stand still when all three are hit. 

The fact that it seemingly is Politico illuminating that side of the nastiness of the Iranian war will find its way to the mainstream media soon enough. 

On the other side, the BS setting of influencers who give us that the Dubai mall is empty, usually with a picture of Sheikh Mohammed bin Rashid Al Maktoum on the starting page is making me angry, as such an image of the entrance to the mall of Dubai less than 24 hours ago.

I think that Google needs to do something about the use of misinformation on its YouTube pages. I am all for freedom of speech, but that comes with a healthy dose of accountability.

It seems that the UAE is under attack from several parties, not just Iran, it is easy to hide behind the bare numbers in the middle of Ramadan, but Ramadan is now over so whilst over a million people are attending the Hajj, an event that Saudi Arabia just officially opened the doors to, we need to see what is real and what is not. Perhaps the idea of a web view outside of the Dubai mall and perhaps some other places, so that the world can see the BS that these wannabe influencers are handing you.

Just a thought to entertain, I remain a decent ally of the UAE and the prosperity and goodwill they advertise. And even as Iran is still attacking Abu Dhabi, visiting Yas Island remains a firm number one on my bucket list for now, so it is my wish that the Harry Potter addition to Warner Brothers Theme parks, especially as the ones in the United States are basically no longer a good idea.

Have a great day

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Just for Cat people

I was having a weird little day dream. I was in Abu Dhabi in the Warner Brothers hotel and a snow leopard cub walked up to me, making weird catlike sounds (like the sound of a kitten, not of a tiger like creature) I fed it three sausages cut in half, the little rascal loved them and purred at me. The idea was a just a little day dream but it got me thinking and my weird brain came up with a new game. As such, I will put some of it here and bequeath it to a game designer in Abu Dhabi, after all the Iranian attacks and the drop in revenue it brought, I was thinking to do something about it and it can be designed for all non-Microsoft systems. It is my way of halting their greed settings. So without further delay

The game is an RPG game, it could be based in the UAE, which makes it a novelty in its own right. The intro is the introduction to the game and how it is played. The person is walking and during road maintenance he/she gets too close and falls in the hole that the shifting ground creates. The person falls down on a statue of bast which was on an altar of Anubis. We see the liquid in the stature suck into the skin of the player and then we get to walk a little parkour of events including some scorpions, which you suddenly see. Walking, maneuvering and jumping. The game ends the setting that they drive you back home to your apartment. 

We then get a small cutscene of voices and the image of Bastet. It will be in original Egyptian with the hieroglyphs and English/other language subtitles. The story is that you were drowned in the essence of Bastet and you will be tasted and should you fail your soul is given to Bastet as a sacrifice. The walk to work is the first level. You get the sight of the cat and the speed of the cat. Walking is normal until you press the R2, at that point you will gain the speed and reaction of a cat. You already have the sight and you can see a lot more when you focus on something (with L2). It is the bare simple side. 

The idea that you gain a cats abilities when you get in contact with one. It gives the settings that you gain the speed of a cheetah, the strength of a tiger, the agility of a Savannah cat, the jump abilities of a snow leopard. 

The second setting is that you have to do a level whenever you get a new catlike ability and there is a part of what some call AI fusion with a cat (YouTube is filled with them) your looks adjusts to whatever cat is added to your abilities and shows you the new particulars added to your looks. 

There is more to come as the ability to change into your cat person, but can only maintain it whilst you are unseen. It is the simple part of the game and there is more to come, but with the millions of cat lovers out there, I think the game has options and it could have a future, but then that might be merely me seeing this.

So take in consideration a 3d game with stealth and it needs to have an action part. My idea is to add the Disciples of Anubis as the antagonist, which would fit the discovered shrine. The setting becomes how to fit the needs of Bastet to the goals of the disciples of Anubis and visa versa. The idea is to include a few more elements, the idea of Egyptian parts into the UAE might give a nice touch to it all. We know that “Egyptian influence in the UAE is profound and multifaceted, characterized by a deep strategic, political, and cultural alliance. Egypt plays a key role in the UAE’s professional sectors, particularly education, legal, and engineering, while roughly 600,000 Egyptians work in the UAE.” So, what would would enlarge the setting more? I think that this could work and I would be happy to leave it in the hands of whatever UAE game designer wants to pick this up.

The idea just formed to include the rusty-spotted cat as it is the smallest cat there is. Also the setting on which cat you add in which order is open, so that the fusion part will always vary. So we might be smaller because of that, and become larger when the tiger is added, but there needs to be a tradeoff, the large tiger is stronger making fights easier, the compact size of the rusty-spotted cat makes you ‘weaker’ against more powerful foes in direct fights. And as the game is replayed, someone will find the benefits of some cats better than others. And I have always been a pure believer of replay-ability.

I think I have more to write on this, but that is for another day. For now this idea is setting in my brain and there is more to come. So, not bad for a few hours?

Have a great day.

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Playing the 5 tones

That is what is happening g, but how did I get there? Well, I was considering a few things, all at the same time when the idea hit me. We all want to give the ‘complete’ solution. But how to disperse that idea is another matter. So here I was contemplating a few options when I thought that games are the novel and most useful setting and it doesn’t need to be merely one game. What happens when a nation (like the UAE) sets a new station, a station of games and these games might be old, but they are entertaining and considering this also take in heed that these games merely scratch the surface of a mobile processor. So what to do in the meantime? And at that point I remembered the SETI screensaver and that project uses millions of computers to get the data parsed. So what happens when we get a game which in the background checks that computer for viruses and invasions? The UAE Cyber sections might like the idea that their work will be partially done by simple games. The bulk of that 11.6 million people that travel by bus, sit in coffeeshops or do whatever they do when their body are at rest. And in that time when they play a game, the background is used to scan their devices for incursions of a viral nature. It seems like a slam dunk setting for safety, I wonder why no one else had that in mind to keep their citizens safe. Leaving it all to commercial solutions? That is not a bad idea, but there needs to be a reason to do this and perhaps a detector might be enough of a reason to do just that. So whilst Trump is attacking the pope stating “In a lengthy social media post Donald Trump said the pontiff was “terrible for foreign policy” and was damaging the Catholic Church.” I don’t know the pope and even as I was baptized a Catholic, I know less then little about Pope Leonardo da Vici or anything involving the Vatican and still I reckon I likely know more of catholics than President Trump does, especially as he states that the pope was “terrible for foreign policy”, I wonder where he got that idea? I personally think that the last one validly got accused of that transgression was Pope Pius XII for all the right reasons. So whilst we see this, I casually created an optional solution for the UAE (and other nations) to detect that there is a problem. You see, there are those who claim that there is a problem and there are people getting the problem being unaware. This solution will detect that there is a problem and at that point you might want to do something about that (sooner would have been better), but considering that “The United Arab Emirates (UAE) is currently facing a significant surge in cyberattacks, with daily breach attempts tripling to approximately 600,000 as of early 2026” there might be a need to see where they are and what is being hacked. As I see it, this solution might get actual numbers of transgressions in play and then something could be done about it and these games could be distributed on mobiles, tablets, PC, Mac an other devices, but this part can see how deep it goes and it is only about detecting. When something is found the border of the game could turn red, giving the user the idea that he (or she) has a problem.

That took less time than President Trump taking his insults to the Vatican. What next? Well, the idea is here and I reckon it is up to the rest to act on this. It could be something simple like a Puzzle game showing images of Dubai and Abu Dhabi, games using the same images and other games what are easily created, optionally based on a CBM64 classic, requiring no computing power or memory and as they are free the entire audience would love to play them. A simple setting that is easily replicated and gives the notion if there is a problem. Seems like a dine deal the moment my words hit the mind of the reader.

Have a great morning, it’s almost 10:00 here.

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Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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The solution was behind you

This is a story that comes with luggage. I raised part of this in an article I wrote (at https://lawlordtobe.com/2023/07/31/a-wild-side-to-creativity/) which I created in July 2023, so it is almost 3 years old now. I raised the setting a few times more. There was a setting that could benefit Disney and Universal, but I tonight I saw an article which gave me ‘Ackman pitches $65 billion UMG deal to move listing to US’ and things started to click in a few ways. You see, the industry (the one related to Tinsel) will require a large reset in a few years and the best way to get the concentrated benefit is to educate the young of today as they will inherit that industry the day after tomorrow. When you realise this things becomes rather simple. To give you the setting, I handed that setting in ‘A Wilde Side to Creativity’ and a few times after that. You see, the Miral Group has an option here to branch out. Consider the setting that I gave in relation to Harry Potter and a few other settings, we get the presumption that could be there tomorrow (in a desert far far away). You see, the origins were created by Macromedia and taken over by Adobe. That program got scrapped in 2013. But I believe that this might have been an error. (Perhaps a shortsighted move might be a little more appropriate). Consider the world that we have at present and the reset that is likely to come in a few years. That implies that you should train the youth off today and see if they can create the options that are needed. To explore that, you need a form of prototyping. And a program like Adobe Director might just do that. There is no doubt that it might need a little tinkering. Consider that those programs tend to be cheaper as they were made redundant. 

But I am getting ahead of myself. 

In the setting I had in mind, I had originally create a setting with stage pages and fridge magnets of characters that we know. I focussed on the HP range (about a boy with a scar) and the stages were plastified placemats (in my mind). A character was placed on point A and that character was placed on point B with a point in time and the systems creates a timeline for movement (like Flash did) for that character. Now you do the same for character 2,3 (and so on). And as we get these timelines we get an animation. Now the creator can add text balloons (or even create a soundbar), for these timepoints.

Now consider that on the stage, these ‘O’ points are places where the illustrious Harry is standing, the time dilation will create movement from the start point to the end point. So as we add characters, they will move in their own pace in a way you design it. And as such we get the first inkling of what a director is doing. Set the stage and the characters. And the text balloons will be the conversation and over time they will add voices and voice bytes to that setting and we now have a sound stage added to all this. And the fantastic point is that children can operate this. As the stages become more complex and numerous, the young entrepreneur is starting to become and think like a director, like the original Macromedia product envisioned in 1987. In those days hardware was limiting, now the hardware of a mobile is top notch, consider what the PC, Mac or Playstation even the Nintendo can become the director to be tool of choice. And as we go from real product towards online libraries, the capture becomes almost unreal. The setting that this can go from direct, towards a created MP4, the entire setting changes even more. And this is more than playing a homage to the original creators. This could be the spark that creates tomorrow’s directors, cameraman and sound people. And the Miral group could even set groups of people in one of their parts creating additional visibility to all their parks as these standings could be done almost anywhere, even in Yas Mall. An entertaining setting that will promote the future of tomorrow by the population of tomorrow. And as the libraries of characters and stages are added over time, there is every notion that we can get a whole range of new storylines and added graphics to what is now. A setting I saw over a decade ago and there is every consideration that we might see the light of new ideas by a new population of entertainers. I am not telling what they are, I am merely giving light to the tools that will bring these people into the light. And as I see it, places like Dubai Media Incorporated (DMI), Abu Dhabi Media Network (ADMN) or even Sharjah Broadcasting Authority (SBA). We can bicker over what otter’s can do (like Hollywood), but they know so well what they need to do (the giggling arrogance of them), so I am happy to hand this idea to these players in the UAE.

A simple setting that could bring options to the UAE the day after tomorrow, because to get there, the new participants need to see that they could be participants of power and that is to show them the creativity that is already in themselves. As I see it, it is the only way to get that creativity out there and perhaps they will even come up with other ideas that could bring a much stronger response. I don’t have the wisdom here, I merely have an idea that could bring forth the next generation of entertainment. And that effort matters, because if we cannot think of the next generation we are dooming ourselves. 

Have a great day.

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