Tag Archives: AI

April 29, 2026 · 11:05

The bad news

That is what was going through my mind the day before yesterday and yesterday I saw something by Al Jazeera who illustrates it to you in a more profound way. They ‘quoted’ “Iran says US no longer in position to ’dictate’ policy to other nations”

I don’t give in to the setting to Iran on anything because they are regarded as utterly evil by me, but as I see it, this one they got right. You see, the United States is as far as I see it the United States is insolvent. All other parties are so ready to debate the fine ‘tactics’ of what is insolvent. But the setting is now that the United States is a liability of 47.1 trillion dollars (according to some), their debt has now surpassed to 38 trillion and if the first set of numbers is correct, the interest is will in 2026 surpass $1,500,000,000,000 and that is a whole range of zero’s. To understand how I got to be this clever (the Dutch singer Herman Brood disagrees because he told me that I would never be clever). I wrote the story (at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) ‘About America, chapter 11’, I wrote it on August 26th 2014. You think that this was too early, but at that point the debt had surpassed 18 trillion then and there was no exit strategy, there still isn’t one, but the debt has more than doubled and the IRS allegedly collected approximately $5.23 trillion, that implies that a third is spend on interest and in that setting President Trump wants to spend a trillion more in defense spending? You have got to be kidding. And whilst we are on the Trump discussion. He pissed of whatever ally he had and they will all let him drown with all his debt. So, he is playing nice with the Middle East and the members of the Gulf States that have cash. I also stated that the AI court cases will increase and I was right “As of April 2026, AI-related court cases are rapidly increasing, focusing on two main areas: AI misuse in legal filings (hallucinated case law) and intellectual property disputes over AI training data.” And I have seen first hand that we have only seen the tip of the iceberg considering “intellectual property disputes over AI training data” and these disgruntled parties are international and those not having some agreement in place will get their payday and their golden checks all whilst they come out of the coffers of the United States, leaving the United States more destitute than ever before. 

So in this case Iran might be correct, the days that the United States is “in position to ’dictate’ policy to other nations” are over. They might do so, for a few weeks, but when the larger bills come calling, we will see a different America and at that point I fear for the well being of my Canadian brothers (sisters too), because whatever Canada has, the United States will need and they will blame on the world their own inability to keep their spending habits in order. As I see it, the only path for the Commonwealth is a path that partners with China and Europe to create one big block (not the cheesy kind) but this is what I expect to happen, because as I see it, the intercepted Iranian tankers are heading wherever the US Navy wants to take them and according to some this is called ‘Western Piracy’, I am unsure what to call it, but it does give more weight to the insolvency issues I am seeing. And whilst some see this as the beginning of a Ponzi scheme of handling things (I am on that boat too), how long do you think that this will continue before all allies that the United States once had will see this as unacceptable and the new allies will almost immediately shy away and whilst the Media has a shrinking reliability, it merely fuels that Middle Eastern media in gaining a more prominent traction with the west. 

So feel free to disagree with what I write, but also take time to investigated the news as it is and compare it to what you know. As such I ended the article in 2014 with “I reckon soon enough we will get more and more long winded talks, but in the end no one is saying anything because those who will be making the speeches are at the heart of what went wrong and no one wants to hold on to that guilt when those left without their house ask them the question ‘where are my savings?’.”

As such I wonder where are some of the saving left, because a Ponzi scheme approach will more easily use the funds of any bank and replace it with an IOU. 

So you all have a decent day, if possible a great day and I call on all Commonwealthians to consider the plight of the Canadians, because no matter how good they are doing, due to PM Mark Carney, they will soon have over 300,000,000 angry Americans looking for a way out and a better way than the hollow shell they are (allegedly) in at present.

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April 28, 2026 · 19:53

Battle lines

As per yesterday several things occupy my brain, even a new technology (which I will discuss at a later stage) today is about OpenAI and Microsoft. I was ‘alerted’ to this yesterday through through Seeking alpha. I think I heard it before that, but I ignored it. Seeking Alpha (at https://seekingalpha.com/news/4579947-microsoft-falls-as-openai-partnership-evolves-says-it-will-no-longer-pay-revenue-share) gives us ‘Microsoft in focus as OpenAI partnership evolves, says it will no longer pay revenue share’ and we are given “Microsoft (MSFT) shares rose fractionally on Monday as the tech giant and OpenAI (OPENAI) said their partnership has continued to evolve, and OpenAI’s license will become non-exclusive. “Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly,” Microsoft wrote in a statement on its website. “The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.”” In my mind I hear “Someone has figured out that this setting is based on shallow settings, the reality is dawning on them”, so whilst we are given “As part of the altered agreement, Microsoft will remain OpenAI’s primary cloud partner, and OpenAI products will ship on Azure first. However, there is now a tweak that says if Microsoft “cannot and chooses not to support the necessary capabilities,” OpenAI can go elsewhere. Julian Lin, Investing Group Leader for Best Of Breed Growth Stocks, said the deal is actually a “net positive” for Microsoft, despite the share price reaction.” I personally believe that OpenAI might present a hardcore liability for Microsoft and they are seeking to insulate from that fallout. And it might be merely my feelings in this and that is fine, but when you see the Anthropic setting, the DeepSeek setting there are several other elements that are roaring is near ugly heard and that has to go somewhere, something has got to break and it seems the ‘staged’ setting of evolutionary contract agree ments, might be part of all that. In retrospect I have no idea how OpenAI and Musk will battle their settings (and I partially do not care either). But the elements are there and whilst we are all about OpenAI, this concept selling setting rubs me the wrong way. So whilst we ‘might’ see ‘OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO’, all whilst some say “do you guys even use ChatGPT/OpenAI anymore? I find myself preferring Claude/Gemini to be honest”, I take a different turn, I don’t use any of them. Basically because they are all fake AI. Real AI is about a decade away, if not 2 decades. I might die before real AI is released, so I kinda do not care.

ComputerWorld, only today (a mere few hours ago) gave us (at https://www.computerworld.com/article/4163971/microsoft-openai-change-contract-terms-again.html) ‘Microsoft, OpenAI change contract terms–again’ starts with “When the two firms announced a revised agreement on Monday, it reinforced the need for enterprise IT executives to work with as many major AI players as possible, given the constantly changing landscape.” I do not disagree, but remember that Microsoft went all out about 5 years ago and whilst we saw all kinds of ‘total wreck approaches’ the ‘partnership’ went on and now that we see “the need for enterprise IT executives to work with as many major AI players as possible”, we might accept that, but we see no DeepSeek, do we? So whilst we see that Microsoft increased its stake and solidified its position as a major investor less than 6 months ago, these plans are now changing. So does Microsoft see something, or do they fear something? And then ComputerWorld gives us “One key component within earlier versions of the Microsoft-OpenAI deal was the change in the relationship if OpenAI ever achieved artificial general intelligence (AGI), a term that eludes a concrete definition but generally refers to AI that equals or exceeds human capabilities.” I find it funny because of all these definitions across the fake AI field. Do they really not see that it is about to fall apart? (Story to follow likely tomorrow). And when this war of the fakers is seen (OpenAI, Google, Anthropic) there is every chance that OpenAI ends up in last position (see another ‘winner’ chosen by Microsoft), but this war setting is almost real, but until there is a real revenue stream coming in, there is unlikely to be a real winner. So whilst ComputerWorld focusses on the market changes with “Analysts and consultants generally agreed that this altered agreement will reinforce, and should extend, the current enterprise IT trend of hedging bets by striking arrangements with a variety of AI providers, including the major hyperscalers. Beyond future-proofing enterprises’ AI efforts, some of those agreements are for practical issues, such as the need to work with global AI firms specializing in different languages that the enterprise needs.” And you already know where this goes next. So, when was the last time you saw this kinda bla bla settings in the last 45 years? I tend to go back to the early 90’s where they all tried to sign businesses up to concept selling, all whilst there was no revenue stream detectable. We see it now here. I get that analysts are not the most revenue sturdy people, but consultants need their revenue streams. It is their bread and butter. And what was that “for practical issues” about? You see ComputerWorld writes a good story and revenue is mentioned four times, three is shown next “In addition, the company’s role as a major investor in OpenAI is driving a different revenue relationship, it said: “Microsoft will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. ”” interesting how salespeople are not that fuzzed about revenue. It is their income and bonus setting. So what was this really about?

Wouldn’t we like to know this? Just a few settings for todays stride in the coming week. And now I need to contemplate what I next write about the bad news, or the new technology. My conundrum  for the last 4 hours of the day.

Have a great one today.

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April 27, 2026 · 18:26

Tomorrow came today

That is the setting and it is given to us by the Khaleej Times. There are two articles, the first one (at https://www.khaleejtimes.com/business/tech/carry-less-do-more-the-huawei-matepad-mini-advantage) gives us ‘Carry less, do more: The HUAWEI MatePad mini advantage’ it shows us the new Huawei setting, all in Harmony Next, so while we might consider “The 8.8-inch OLED PaperMatte display is considerably larger than any other ebook reader of this size and offers incredibly vibrant colours. Saying this is the best ebook reader ever is not a hyperbolic statement. While that alone makes the tablet worth having, it is only the tip of what the MatePad Mini has to offer.” It is not the real power that comes from the mindset of the consumer. You see I’m what some call a brand bitch. I like my Sony TV (and my playstation more) I like my Apple devices (except that Apple phone thingamajig) and I love my Android phone. We are what we embrace and now Huawei in a world where the United States claim that China is evil we are given the new settings. You see, that anti China voice is kinda nice, but as the confidence in the United States is waning with 6 billion people, that anti-China rhetoric becomes stale and lacks credibility. And now Huawei who awaited their time is voicing into the Middle East that there is an non-United States alternative. And that comes with a few additional loopholes.

So whist we are given “Beyond readability, the MatePad Mini supports a peak brightness of 1800 nits, a 120 Hz refresh rate, and a P3 wide colour gamut for rich, lifelike visuals. Easily pocketable and featuring a vibrant, high-resolution, paper-like display, the MatePad Mini is a strong alternative to traditional eBook readers.”as well as “Powering all of this is a 6400 mAh battery, capable of delivering up to 9.5 hours of usage under dynamic conditions, and it can be filled up from zero in just 60 minutes using Turbo mode. The HUAWEI MatePad Mini is compact enough to carry anywhere, yet powerful enough to handle everything from reading to serious productivity and creative work.” And that is beyond the additional apps that give is a rather large function area. This is the first time that Apple faces a competitor larger then they are, more of more and all at a reduced price. So whilst I am Apple minded for my iPad, Huawei now had an alternative and it is loaded with functionality. Is it enough? I am not certain, but as the anti-United States feeling emerge (due to the current administration) and the feeling of resentment grows, Huawei now has a clear path into Europe and people are fed up with the anti China sentiment. Especially as it lacked evidence for the longest times and now that the United States is told to stay in its place. The sentiment for American corporations grow too and there are two settings that fuel this.

The second setting is given to us (at https://www.khaleejtimes.com/business/tech/ai-without-the-hype-the-new-honor-600-redefines-the-smartest-smartphone-experience) where we see ‘AI without the hype: The new HONOR 600 redefines the smartest smartphone experience’ and that is the missing element ‘without the hype’ it redefines the setting of DML and ML, because that is the setting of these Fake AI worlds. Fake AI is hyped by the United States and some resent it (like me) because it is stupid. DML and ML are great tools and they come with LLM settings, which is also a great tool but it is no AI, so as we are given this, we are more easily in acceptance of this. So whilst we see “In a market flooded with overpromised AI features, the HONOR 600 stands apart, pairing a stunning 200MP camera, intuitive AI tools, and marathon battery life into a device that feels as premium as it performs” we see a delivery well beyond any phone out there today the 200MP camera. So whilst we are given “I’ve spent a little time with the new HONOR 600 these last few days, and from the moment I picked it up, it felt like I was holding something far more premium than its category suggests. The design immediately stands out. It’s slim, sleek, and beautifully balanced in the hand. The finish of our test mule in the “Golden White” colourway (there are two other colours available: Black and Orange) catches the light in a subtle but striking way, and the overall build feels refined without being flashy. It’s the kind of phone you instinctively want to show off, not because it’s loud, but because it’s quietly elegant.” We see the next device in HarmonyOS and it will be a threat to Android and iOS. Their 200 MP made it so and whilst we see the stages where some will debate (the ‘but this’ and ‘but that’ people) we see a setting that is water-mouthing for people and influencers alike (influencers are considered to be non-people). 

What we have is the setting for the new stages. We see that Huawei is more readily excepted and that comes with the optional Huawei data centers and that is where the United States will truly be shown the door. And as Huawei gains traction vie the Middle East, there is every indication that the larger stages in Bangladesh, India and Indonesia will embrace that setting as these two places are over half a billion people and Huawei will gain traction to over 2 billion people in this year alone. That is the setting everyone missed and that is what is likely propping to happen. And this is the stage that the United States fears, because their ‘big beautiful whatever’ depends on an audience and one third of the global stage when somewhere else. I reckon that Germany is the first to gain Huawei powers in the EU, followed by some of the other members. My money is on the Scandinavian members driven by Denmark (because of Greenland) and Norway (because of Microsoft) and that will merely be more and more movement towards China. And whilst some will debate the bad things that is China. You forget about the 8 billion people, they are driven by consumerism and quality stuff and Huawei is showing quality and as I see it, it is the first time they are outdoing Apple and when you consider the Huawei Matebook fold. So when the new applications hit these solutions and when (perhaps they already are) we see interaction between the three you know that Apple is outdone and Google will be in a tough spot. It was never their ambition to be in this situation but some idiot in the American administration made China develop their own OS, because Android was no longer available to them, who was that again?

So we now get a new setting and I reckon it will come to blows in 2027, even as Huawei is already ready in 2026. It is a stage that is now up for grabs and when these 4 factors Tablet, phone, laptop and data center becomes available, the United States will be pricing itself out of all the above. So we are likely to see Gulf States, India, Bangladesh, Indonesia and Europe all switching and whilst the United States sees its influence shrinking from 6.5 to 6.2 to 4.9 to 4.5 to a 4.1 to a 3.8 billion audience panic will hit because that implies that there is an expected grow in Huawei data centers and even as it might not all go for a Huawei data center, the premise that it all remains with America data centers is absolutely ludicrous. So whilst the United States depletes its weapons even further on Iranian soil, it is merely fueling it disgust in the rest of the global population. A setting that was almost clear from the start. So where do you think this audience go when it is reduced to a mere 4.1 billion? You might think that it is clear, but the Muslim population is almost 2 billion, so do you thin that Iran will entice them to stay? Or will they merely fuel the drive towards Huawei?

Have a great day this day.

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April 25, 2026 · 23:45

Accusation without evidence

That is the path I saw today on the BBC (at https://www.bbc.com/news/articles/cpqxgxx9nrqo), now hear me out. Even as we are being told ‘White House memo claims mass AI theft by Chinese firms’ we have to acknowledge that it comes from that same place that gave us that “‘someone’ claimed “$18 trillion” in new investments”, “prices are down” and “Ukraine for starting the war with Russia, suggesting they should have surrendered territory to avoid it” as such I am willing to disbelief this. Also China has DeepSeek and it does so (it’s speculations) at a fraction of the cost.

And whilst we are getting “The White House has said it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology. Michael Kratsios, Director of Science and Technology Policy, wrote in an internal memo that the administration had new information indicating “foreign entities, principally based in China” were exploiting American firms.” My mind goes not different directions. The first being:

If you have shattering IP valued at billions of dollars you have proper cyber security installed. That is merely my thought, others might have another opinion. 

My mind is racing towards a different setting. You see, OpenAI and its ‘co-conspirators’ are not delivering on the premise that gave too many people well over half a trillion dollars want to see return on investment and none is coming and now (not unlike the concept sellers in the 90’s) they need a blamable party. So what is easier than to blame China? Now, I am not saying that China is innocent, but in all this one might need evidence to make a case and none of it seems to be coming. As such we are given ““foreign entities, principally based in China” were exploiting American firms. Through a process called “distilling”, such firms are essentially copying AI technology developed by US companies, he said.” OK, I’ll bite, so where is the evidence? Why, if this distilling is a problem are these outputs not better protected, so there is no ‘distilling’? Simple question, perhaps when Oracle was needed, the cheapskates decided to rely on Azure? I have no idea, I am merely offering options as the evidence is clearly lacking. 

So whilst the article ens with “While Kratsios did not name any foreign entities, leading AI companies like OpenAI and Anthropic have said they are dealing with such distillation activity.” I reckon that the distillation culprits like House Spirits Distillery and Angostura Distillery were made exempt? 

You think that I am making a funny and I was, but this has been going on for months and these so called high priced (fake) AI corporations have been absent in their cyber security? How does this distilling happen? All things missing from the BBC article and are unlikely on the mind of the White House as the article seems to imply it comes from the very beginning where we saw “it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology” you see, the first part would be ‘How did they achieve this?’ Which we do not see and the state of cyber security we don’t see either, both seem rather obvious in that setting. 

So as I said China might not be innocent, but in that same setting we see that the United States and their (fake) AI firms are apparently clueless. Don’t take my word for it, just look at the scraps on this table and see where the crumbs aren’t dealt with and I see no part in all this that shouts ‘China is guilty’ that would require actual evidence. So if that is seemingly is not required counter the idea of this AI scheme to be the part of a scam to wipe out trillions on the exchange, which might be the case, but the setting of ‘no evidence’ is apparently in effect and that goes both ways. As I see it, someone wants to see evidence of AI and whilst they invested billions, there is a greed driven setting that the profits all go to China as they stole the plans, but is that really so? Even distilled plans need refinement and the source data is missing. So, how would they proceed? The setting does not make complete sense to me. Any innovation requires a foundation, even DeepSeek would like to have one, or it is simply a sifting solution and the power remains with these innovative wannabe’s (sorry, a paraphrased term).

So have a great day and wonder why the accusation was made, because that setting is likely to be in dollar numbers and where is that money now? Have a great day.

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April 24, 2026 · 01:54

The butler did it

That was the primary thought I has when I faced the BBC Article (at https://www.bbc.com/news/articles/c62j4ldp2jqo) telling me ‘OpenAI faces criminal probe over role of ChatGPT in shooting’ and we are given “Florida’s Attorney General James Uthmeier said on Tuesday his office had been looking into the use of the artificial intelligence (AI) chatbot by a man who allegedly shot several people at the campus in Tallahassee.”, personally I stand with “An OpenAI spokesperson said: “ChatGPT is not responsible for this terrible crime.”” I am hesitant to stand opposite a professional especially with the lack of evidence shown in the BBC article that we see. But the idea that some fake AI picks up a gun like the next Cyberdyne hoodlum (optionally looking strikingly like Arnold Schwarzenegger) and mopping the floor with cadavers as the staccato of automatic fire hits campus os a little much. There is even no evidence in the form of logs reading of Chatbot lingo stating n the form of:

“I am your god, you will obey me and for now I state as stated once even before Abraham walked the earth, you will bend down these mortals in the using a Knight’s Armament LAMG for better accuracy because you have the body of a little bitch. So go, I am your god, I comment you”

As for how the suspect, 20-year old FSU student Phoenix Ikner, who is now in jail awaiting trial, interacted with ChatGPT, OpenAI’s spokesperson said the chatbot “did not encourage or promote illegal or harmful activity”

So, as such what evidence is there towards prosecuting OpenAI? I don’t mind as it fuels the flames of entertainment and trying to be a useful git I would like to offer Florida’s Attorney General James Uthmeier the thought that he should be aware of (after he had his free pound of flesh from the media). 

Rule 11 requires attorneys to conduct “due diligence” to ensure a claim has a factual basis and is not filed to harass or cause unnecessary delays.

Because in the end, without evidence of ‘convolution’ of the mind or thoughts of (evidence supported) ’co-conspiracy’ FSU student Phoenix Ikner is likely to face a long stretch in Hotel Sing Sing with the optional inoculation by Dr. Death. I don’t call the shots, that is up to the judge in this matter. 

But from the lack of evidence that the BBC gives, I reckon that OpenAI is off the hook and that is merely me and in opposition of my usual banter in economy, I do hold law degrees (invalid in the United States). As such I have to wonder if the article had anything to do with that shooting at all? Over 30% is about ChatGPT and it hold a photo of Sam Altman, so it seems that at least two parties are more interested in media exposure, because (as I personally see it) we would, if it was about the crime, get an image of Florida State University, optionally with grieving people. So what gives?

I might have oversimplified the issue, what do you say? Have a great day, oh wait. I need some exposure too, so lets add to this by switching to YouTube. In that matter yesterday, I saw a video by Nancy Wheeler and when it troubled my mind I wanted to rewatch parts of that video, so as I searched for “Nancy Wheeler economy”, which was needed as there is a fictive character of Nancy Wheeler who messes up your internet soufflé. She gives us that there is a crises coming, and she states is underway already. As such I wondered and for the life of me, I could not find the Nancy Wheeler in real life outside of YouTube. That doesn’t mean she does not exist, but with the facts given I was weirdly surprised that the media had not picked that up. She gives us that there are three weaknesses creeping up on all of us:

Sovereign debt trap
Currency bifurcation machine 
Shadow liquidity crises

Now it sounds massive and cool (which makes the media not picking this up weird), and she talks a nice deal. I a lacking economy knowledge, so I was almost mesmerized, A really pretty youthful young sprout asking for my attention has that effect on me. But there was something in what she said. She stated: “The buyers [of the debt] have changed, the maturities have shortened and the exit doors have gotten smaller”

This caught me, because that sounds about right, so I wonder why the media didn’t pick this up. It is not to prove that she was right, but considering the reasoning that the media wants its pound of flesh, they didn’t go for debunking this either. So what is the silence? Don’t get me wrong, for all we know Nancy Wheeler could be a massively pretty doom speaker and this tends to be an automatic media magnet (she is more appealing in looks than Jerome Powell ever will be) and as I am blissfully ignorant on economy there is no way I can tell the difference of one against the other (facts).

So is it correct? Is she wrong and she made a point that the debt surpassed the 97.1 trillion. Is it a gimmick for the call to ‘accurate’ reporting? As such the video (at https://www.youtube.com/watch?v=_TqjlaiU_N8) gives us the goods and I let you decide how right or wrong she is. 

Well that is all there is on this Friday (for me) when you all rejoin me on this Friday I will have more to say (in approximately 20 hours). Have a great day the next 20 hours.

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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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April 19, 2026 · 10:11

The competition is moving

Yesterday (less than 24 hours ago) I took notice of an article in the South China Morning Post (at https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us) where we see ‘Nvidia’s Jensen Huang warns Huawei chips for DeepSeek AI models would be ‘horrible’ for US’, so we see everyones favourite boy-scout giving us that Huawei could be either a terrible setting of everyone (us) or it could be horrible for the United States (US), I don’t know about the first one, the second one the United States did to themselves. And the setting of overvaluation by the United States on fake AI, versus undervaluation of Chinese fake AI is considerable as the United States is giving value to what China sees as a mere 3% valuation. I am willing to go with “You had that coming” and in addition as I see it the Huawei MateBook Fold (2TB SSD / 32GB RAM) is an engineering marvel. 

It is the first product to be an actual threat to Apple’s iPad and that was long overdue. Don’t get me wrong, I have been an avid fan of the iPad and I had one since 2011, so you might say I was there almost at the start and it never let me down, 2 years ago I got the iPad Air and it is still doing its bit for me every day (almost every hour). That is true innovation and now the Huawei is surpassing it with the Huawei MateBook Fold, it makes us think that Microsoft is still in the water scuttling its own future. Huawei is that much ahead of the rest. And now Jensen gives us “What do you think happens when it is equipped with a chip running DeepSeek in the background? 

That is the reality of so called sitting on their asses and getting surpassed by all the western technology. Add to this 6G Huawei is researching with “70 GHz mmWave for short-range communication, aiming for speeds exceeding 10 Gbit/s and sub-millisecond latency” some say that US sanctions will prevent this, but Huawei is the innovator, nothing comes near this and the so called west, including Europe, Middle East, Asia and Australia (New Zealand too) have had enough of greed driven sanctions by the United States. Germany already went overboard (as stated by some) giving France and Italy enough settings to follow suit. So when Huawei gets to install its pilots in the UAE and Saudi Arabia, the rest will almost be standing still, as the current setting is that their 5G is about 700% faster than anyone else (almost twice as fast as South Korea has) and that was almost 5 years ago (source: Statista) and I talked about that in one of my blog articles raising awareness for smart ware. So as I see it, the moment Huawei releases its combines tablet to the west, the United States is done and I reckon that Apple will lose a lot of customers, It will also be the point where Huawei will make its HarmonyOS NEXT (or HarmonyOS 5) to the larger collective in Europe and from that point the United States is no longer working at 41% (at the speed comparison Statista gave us) it will be reduced to a mere 23%-38% of whatever will be running in the Middle East, Europe and Asia. That is the setting and the DeepSeek chip is making it a much easier jump as the United States was honey coating the chains with (fake) AI and now Huawei is nearly at a point where they can state “We have AI too in all our Huawei models” and it comes at mere pennies to the dollar (compared all the other providers). As such Huawei was working in the background and the United States willing to strangle any press releases (a speculation by me) on the subject.

So whilst we are given “If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday. The conversation came ahead of the much-awaited launch of DeepSeek’s V4 foundation model, expected later this month. US news outlet The Information reported earlier this month that V4 would run on Huawei’s latest Ascend 950PR processor, while a separate report by Reuters last month suggested that the model had been trained on Nvidia’s Blackwell chips, which would be a violation of US export controls.” So whilst I have no idea how accurate the Reuters article is (never read it) I can surmise that the Products from the United States (like Apple) are unlikely to have anything to counter the Ascend 950PR processor, off course I am always happy to be proven wrong, but the setting I reported on in 2024 where the iMac has a mere 24GB RAM and 2TB drive, which should have been at least 64GB RAM and 4TB drive before 2025, is still in the old settings. 

Either that technology is unable or the people of Apple are sitting on their hands is nothing less of a joke, even if it is now possible to get it in Orange, Revell has given Apple that option for a mere €3 per model and Revell had that option for years (if not decades) so whilst we get the ‘innovation’ of colour, it is not, it is mere iteration and there are a few other settings were these innovators are sitting on their asses (optionally overdosing on viagra). Innovation is a game that is unrelenting and I have warned the larger audience of that for years, if not decades. 

Now the hard truths come calling and Huawei is the next innovation that is up for grabs and whilst Apple comes with the claim “Center Stage front camera with a new 18-megapixel square sensor, a 6.3-inch display with 120Hz ProMotion (available on the standard model for the first time), and the high-efficiency A19 chip.” It is not innovation, it is iteration and I see iteration as the next step from an innovative setting. That is what has been around for a long time and the days of the Apple iPad might be numbered now. I reckon that Huawei is unlikely to bust the Apple iPhone numbers for some time, but there is a danger that the Huawei Mate X6 (or the models that come after that) are unlikely to bash iPhone or Google Pixels as they are (for now) too expensive, but these new versions are ready to knock on our doors. So there is danger to be seen (for western technology) in the words of Jensen Huang and as the United States is massively anti-China, I wonder if Canada might be the next stage for illuminating the North American customers. I have no idea how Canadians are staged towards Chinese technology, but as their stance towards the Trump administration grows more hostile, there is every chance that this stage might go successful for China, especially if the US Ambassador Pete Hoekstra gives us another of his diplomatic jabs, as I see it, every time he says something more and more Canadians get a fresh doze of anti-Americanism. I’m just calling it as I see it.

Have a great day and consider the words of Jensen Huang, he might be more on the ball than I am (never a truer word was spoken). 

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April 17, 2026 · 15:07

What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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April 16, 2026 · 03:10

About that woman

Yup, the Amazon. And if you think we are talking about that woman in a tight leather bodice hiding perky breasts looking like a 30 something woman called Gal Gadot, you’d be wrong. We are talking about the other Amazon, the one with a wrinkly face selling books. A few articles hit me a few hours ago. The first one on the table (at https://www.bbc.com/news/articles/clyjjr7kzj2o) is the BBC, Fortune with its paywall was rejected) is the one we see first. It sets the tone with ‘Amazon to spend $11bn on satellite firm in growing Starlink rivalry’, now I accept and respect competition and the quote “Amazon is aiming to build-up its satellite business to offer internet and mobile phone services by spending $11.57bn (£8.5bn) on an acquisition of Globalstar. The deal, announced Tuesday, will allow Amazon to get thousands of satellites into low-earth orbit through the Amazon Leo project the company has been working on for several years.” But the added part starts making this setting a more desperate look, with “Amazon will be in closer competition with Starlink, an increasingly popular satellite-based internet and phone service company launched by Elon Musk in 2019. Starlink has a significant head-start on Amazon’s Leo, which currently only has around 200 satellites in orbit. Musk’s company, which is private, says it already has more than 10,000 active satellites offering internet and mobile phone service to more than 10 million paying customers.” Star link is already seeing head waves with the rejection by Canada and next Europe with the sabres rattling that President Trump is throwing in the air. The last words have not been spoken about that and as soon as Ursula von der Leyen is setting the tone of what the American Administration is accepted to get hearing of, this field will become a lot less profitable. But besides that, under the guise of AI (lets keep it real and call it fake AI) “As of January 2026, Amazon is cutting approximately 16,000 corporate roles to reduce bureaucracy and embrace AI, following a previous round of 14,000 job cuts in October.” We are already raising eye brows as that is setting too many people out into the cold and now they are playing with $11.57 billion to play with the competition they have no chance of catching up to? 200 makes no competitor out of 10,000 satellites and as I see it, Starlink is setting several amazing views, does Globalstar have anything to match it? Its like Microsoft with its 5% market share stating that it is time to replace Google, who has over 88% share. It is never going to happen and as I do not trust AI, I will still google things, no matter what some media claims people do and millions of people are on the same side that I am on. 

I reckon that $1 billion could have given these 30,000 people a job and that is before we take under consideration a few other things. Some say that a data centre has 3 to 5 years (source: Fortune) so how can you keep these data centers when the return on investment is at least 5 years out? These are the makings of a pot stew, one that usually is standing besides a few players playing some version of poker. It sounds like the consolation price for something no one needed, or at least that sounds to be the case. You see, this drive to data centers requires a population and as I see it Europeans are now actively rejecting Microsoft and everything that comes with it (like data capturing). So what gives? 

Then we get CNBC, who (at https://www.cnbc.com/2026/04/09/amazon-ceo-andy-jassy-ai-spending.html) gives ‘Amazon CEO Jassy defends $200 billion AI spend: “We’re not going to be conservative”’ with some of the key points being “Amazon CEO Andy Jassy released his annual shareholder letter, where he once again made the case for huge investments in artificial intelligence. The company has said it expects to spend roughly $200 billion on capital expenditures this year, with the lion’s share going toward AI development. Jassy wrote that AI revenue in its cloud computing segment has hit a $15 billion annual run rate.” And here we expect a few things. You see, investing $200 dollar to get back $15 per year sounds stellar, but it also means that you are 13 years away from getting the original $200 back and now when it concerns billions, there is the matter of interest. Given that they might be drowning their revenue, there is no interest, but it is a large thing to take into account if it is the company handheld on the white that AI becomes real in the next 13 years. I think it is touch and go there, but still the second sized wave of technology will be massive. Once IBM releases the shallow circuit advantage they have, the will cost Amazon billions too, I have no idea what Google has on that term, but as I see out Amazon does not. So, as I see it, Amazon is paying poker with a bank of over $220 billion and the outcome is definitely a gamble and one of the highest order as well. So as CNBC gives us “Amazon shares have struggled so far this year as investors question the company’s aggressive AI spending plans and grow increasingly impatient about when the investments will pay off. Amazon shares closed up 5.6% on Thursday. The stock is up more than 1% year to date. Jassy has said that Amazon needs the capital to go after “a once-in-a-lifetime opportunity” and to keep pace with “very high demand” for the company’s AI compute.”
I merely wonder if anyone has a clue what kind of a gamble Amazon is making, because that bill comes due and it comes due in a most unfashionable way. So whilst we look (and optionally gawk) at what is shown, can anyone see what about to happen? 

Then. We are ‘hit’ with the final setting and it is given to us (at https://nationaltoday.com/us/wa/seattle/news/2026/04/14/goldman-sachs-lowers-amazon-price-target-ahead-of-key-earnings/) where we see ‘Goldman Sachs Lowers Amazon Price Target Ahead of Earnings’, which is always going to happen, but the quote “Wall Street analysts see both opportunities and risks in Amazon’s AI-driven growth strategy.” The one side to look at this (an optionally wrong one) is that the added risk is downplaying the opportunity in the field here. That is beside the point, as I see it, that the added quote is merely filling with “Goldman Sachs has lowered its price target on Amazon stock to $275 from $280, while maintaining a Buy rating ahead of the company’s expected earnings report on April 30, 2026. The revision signals a broader shift in investor attention toward the key risks and opportunities shaping Amazon’s next phase, including the performance of Amazon Web Services, the impact of rising energy prices, the commercialization timeline for Amazon Leo, and the growth of Amazon’s advertising and marketing platform.” But what matters is “Amazon’s aggressive push into artificial intelligence through AWS has become a critical driver of the company’s growth, with AWS already reaching an annualized AI revenue run rate exceeding $15 billion. However, the heavy AI spending also comes with trade-offs, as Amazon is significantly increasing capital expenditures, which could pressure free cash flow in the near term. Investors are closely watching these developments to understand Amazon’s trajectory in 2026 and beyond.” As I see it, the risks are adding up and we are likely to see an addition of maturing trade-offs to make the screens, making investors jittery. Personally I don’t think that it is the “pressure of free cash flow”, I believe that there are several risks of Globalstar ignored and that will rear its ugly head soon enough, because at some point Starlink will boost their presence with requirements towards ‘space safety’ and whilst no one is expecting this, I reckon that Globalstar is not ready for those ‘demands’ and as such $11.52 down the toilet as they say, a risk that is (at present) undocumented, but that will raise the risk levels on a few levels, but what do I know. I am originally from tech support, not in any way connected to economic forecasting. 

A setting that gives us that in almost every way it is more appealing to watch Gal Gadot with perky breasts in a leather bodice than it is to look at the presumption of revenue by speculative economic forecasters of Amazon inc. But that might be my hormones talking and not my wallet, which has zero Amazon stock, so I am not listening to my wallet at present, who is eerily empty.

So you all have a great day and consider the risks you are facing today, if you are watching Gal Gadot, the risks are good, if your fortune is in Amazon, a little less so.

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April 13, 2026 · 16:16

With the coming of Linux

That is not entirely the truth, Linux has been here for some time but now France is going the way of Germany and Denmark, pushing Microsoft out of the door. I reckon that Microsoft played their cards too early and against the wishes of their audience. We cannot blame the Trump administration for everything, so as France goes. I reckon that Monaco will also dial down the Microsoft beast and not to forget Lichtenstein. It has deep roots with both France and Germany, as such there is every chance that they, labeled one of the world’s wealthiest countries, boasting a GDP per capita exceeding $200,000. Which is uncannily high. It has a specialized financial services industry and also has deep roots with Switzerland. So, there is a chance that this might also end the power of Microsoft in the land of cheeses (banks also). I don’t think that Microsoft will yield the field, Excel for its origins in Lotus 1-2-3 has become the power system to call home for many in the financial industry snd there is no way that others can dethrone Excel, but that is pretty much the only application that is sitting safely and pretty. 

TechCrunch gave us (at https://techcrunch.com/2026/04/10/france-to-ditch-windows-for-linux-to-reduce-reliance-on-us-tech/) the setting “The country said it plans to move some of its government computers currently running Windows to the open source operating system Linux to further reduce its reliance on U.S. technology.” It is high time that this happened, but it still might be done in time before all these data centers would be holding onto EU data, they’ll still hold a lot, but not everything and that is when the dollar value of Microsoft goes into decline. Brian Sozzi (Executive editor Yahoo Finance) gave us “Goldman Sachs analyst Gabriela Borges pinned the company’s 23% plunge this year to two factors in a new note on Monday. First, upward revisions to capital expenditures without commensurate upward revisions to Azure cloud sales. This resurfaced concerns about returns on investment and Azure’s competitive positioning against peers such as Amazon’s (AMZN) AWS.” I reckon that the hundreds of millions of users that Microsoft will lose in 2025 will add to that pain, but to what extent, I personally have no idea.

With the American Administration the way it is, that pain is only getting worse, because the bulk of the world does not like that this American administration can get access to any data server that is founded on American soil, even if these data centers are in Denmark (or France, or the EU), these people want out as fast as they can. And that is happening right now. I don’t think that all EU nations will leave, still the idea that Satya Nadella lost roughly 450,402,641 users will have to hurt his ego a tiny bit. And I reckon that the stock price of 370.87 will equally take a hit, as such the valuation of 2.75 trillion (aka 2,751 billion, or 2,751,000 million) will decrease. I have no idea how much it will decrease, but as I see it, the gaming section was hit harder then they expected and now we see other venues take the proverbial dive. That is before people realize that the 27% stake in OpenAI is also seeing some ‘hindrance’ and as they quite recently invested $13 billion in that field. All whilst OpenAI also had a deal with AWS for $50 billion, rumors are there that the Microsoft legal divisions are ready to get their shares back, but I have no idea how deep this is and how far along this is. But when we see this on top of the setting with Fractal Vision (aka DeepSeek with AI for a fraction of the cost OpenAI is heralding), it seems that when the dust settles, the chance of Microsoft seeing 2 trillion vanish like snow in a volcano is not entirely unrealistic. 

How deep this losses go is unknown to me, but you could optionally ask Jamie Dimon (phone: +1 212-270-6265) at JPMorgan Chase & Co. He would know better than me. Still, France is a new cog in this delayed revenue fading machine. And it has the option of dragging several nations with them and from there the losses merely increase. The old expression goes ‘It never rains when it pours’ and I reckon that Satya Nadella has never seen a version of Compound Troubles seen explode on his table and here I was thinking that Microsoft CT was about community training. Ah well, you learn something new every day.

Well, I have to stop now, because I am giggling slightly too intense to enjoy coffee at present. So you all have a great day and consider downloading LibreOffice, it is 245 MB, free and installs easily. Time for me to consider another setting in gaming later today.

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