Tag Archives: AI

November 13, 2025 · 10:22

Labels

That is the setting and I introduce the readers to this setting yesterday, but there was more and there always is. Labels is how we tend to communicate, there is the label of ‘Orange baboon’ there is the label of ‘village idiot’ and there are many more labels. They tend to make life ‘easy’ for us. They are also the hidden trap we introduce to ourselves. In the ‘old’ days we even signify Business Intelligence by this, because it was easy for the people running these things. 

And example can be seen in

TABLES
 / v1 v2 v3 v4 v5 BY (LABELS)
 / count.

And we would see the accommodating table with on one side completely agree, agree, neutral, disagree and completely disagree, if that was the 5 point labeling setting we embraced and as such we saw a ‘decently’ complete picture and we all agreed that this was that is had to be.

But the not so hidden snag is that in the first these labels are ordinal (at best) and the setting of Likert scales (their official name) are not set in a scientific way, there is no equally adjusted difference between the number 1,2,3,4,5. That is just the way it is. And in the old days this was OK (as the feeling went). But today in what she call the AI setting and I call it NIP at best, the setting is too dangerous. Now, set this by ‘todays’ standards.

The simple question “Is America bankrupt?” Gets all kinds of answers and some will quite correctly give us “In contrast, the financial health of the United States is relatively healthy within the context of the total value of U.S. assets. A much different picture appears once one looks at the underlying asset base of the private and public economy.” I tend to disagree, but that is me without me economic degrees. But in the AI world it is a simple setting of numbers and America needs Greenland and Canada to continue the retention that “the United States is relatively healthy within the context of the total value of U.S. assets”, yes that would be the setting but without those two places America is likely around bankrupt and the AI bubble will push them over the edge. At least that is how I see it and yesterday I gave one case (or the dozen or so cases that will follow in 2026) in that stage this startup is basically agreeing to a larger then 2 billion settlement. So in what universe does a startup have this money? That is the constriction of AI, and in that setting of unverified and unscaled data the presence gets to be worse. And I remember a answer given to me at a presentation, the answer was “It is what it is” and I kinda accepted it, but an AI will go bonkers and wrong in several ways when that is handed to it. And that is where the setting of AI and NIP (Near Intelligent Parsing) becomes clear. NIP is merely a 90’s chess game that has been taught (trained) every chess game possible and it takes from that setting, but the creative intellect does an illogical move and the chess game loses whatever coherency it has, that move was never programmed and that is where you see the difference between AI and NIP. The AI will creatively adjust its setting, the NIP cannot and that is what will set the stage for all these class actions. 

The second setting is ‘human’ error. You see, I placed the Likert scale intentionally, because in between the multitude of 1-5 scales there is one likely variable that was set to 5-1 and the programmers overlooked them and now when you see these AI training grounds at least one variable is set in the wrong direction, tainting the others and massing with the order of the adjusted personal scales. And that is before we get to the result of CLUSTER and QUICKCLUSTER results where a few more issues are introduced to the algorithm of the entire setting and that is where the verification of data becomes imperative and at present.

So here is a sort of random image, but the question it needs to raise is what makes these different sources in any way qualified to be a source? In this case if the data is skewed in Ask Reddit, 93% of the data is basically useless and that is missed on a few levels. There are quality high data sources, but these are few and far in-between, in the mean time these sources get to warp any other data we have. And if you are merely looking at legacy data, there is still the Likert scale data you in your own company had and that data is debatable at best. 

Labels are dangerous and they are inherently based on the designer of that data source (possible even long dead) and it tends to be done in his of her early stages of employment, making the setting even more debatable as it was ‘influenced’ by greedy CEO’s and CFO’s and they had their bonus in mind. A setting mostly ignored by all involved. 

As such are you surprised that I see the AI bubble to what it is? A dangerous reality coming our way in sudden likely unforeseen ways and it is the ‘unforeseen way’ that is the danger, because when these disgruntled employees talk to those who want to win a class action, all kinds of data will come to the surface and that is how these class actions are won. 

It was a simple setting I saw coming a mile away and whilst you wandered by I added the Dr. Strange part, you merely thought you had the labels thought through but the setting was a lot more dangerous and it is heading straight to your AI dataset. All wrongly thought through, because training data needs to have something verifiable as ‘absolutely true’ and that is the true setting and to illustrate this we can merely make a stop at Elon Musk inc. Its ‘AI’ grok having the almost prefect setting. We are given from one source “The bot has generated various controversial responses, including conspiracy theories, antisemitism, and praise of Adolf Hitler, as well as referring to Musk’s views when asked about controversial topics or difficult decisions.” Which is almost a dangerous setting towards people fueling Grok in a multitude of ways and ‘Hundreds of thousands of Grok chats exposed in Google results’ (at https://www.bbc.com/news/articles/cdrkmk00jy0o) where we see “The appearance of Grok chats in search engine results was first reported by tech industry publication Forbes, which counted more than 370,000 user conversations on Google. Among chat transcripts seen by the BBC were examples of Musk’s chatbot being asked to create a secure password, provide meal plans for weight loss and answer detailed questions about medical conditions.” Is there anybody willing to do the honors of classifying that data (I absolutely refuse to do so) and I already gave you the headwind in the above story. In the fist how many of these 370,000 users are medical professionals? I think you know where this is going. And I think Grok is pretty neat as a result, but it is not academically useful. At best it is a new form of Wikipedia, at worst it is a round data system (trashcan) and even though it sounds nice, it is as nice as labels can be and that is exactly why these class cases will be decided out of court and as I personally see it when these hit Microsoft and OpenAI will shell over trillions to settle out of court, because the court damage will be infinitely worse. And that is why I see 2026 as the year the graded driven get to start filling to fill their pockets, because the mindful hurt that is brought to court is as academic as a Likert scale, not a scientific setting among them and the pre-AI setting of Mental harm as ““Mental damage” in court refers to psychological injury, such as emotional trauma or psychiatric conditions, that can be the basis for legal claims, either as a plaintiff seeking compensation or as a criminal defendant. In civil cases, plaintiffs may seek damages for mental harm like PTSD, depression, or anxiety if they can prove it was caused by another party’s negligent or wrongful actions, provided it results in a recognizable psychiatric illness.” So as you see it, is this enough or do you want more? Oh, screw that, I need coffee now and I have a busy day ahead, so this is all you get for now.

Have a great day, I am trying to enjoy Thursday, Vancouver is a lot behind me on this effort. So there is a time scale we all have to adhere to (hidden nudge) as such enjoy the day.

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November 12, 2025 · 14:05

Lost thoughts

The is where I am, lost in thoughts. Drawn between my personal conviction that the AI bubble is real and the set fake thoughts on LinkedIn and Youtube making ‘their’ case on the AI bubble. One is set on thoughts of doubts considering the technology we are currently at, the other thoughts are all fake perceptions by influencers trying to gain a following. So how can any one get any thought straight? Yet in all these there are several people in doubt on their own set (justified) fringes. One of them is ABC who gives us ‘US risks AI debt bubble as China faces its ‘arithmetic problem’, leading analysts warn’ (at https://www.abc.net.au/news/2025-11-11/marc-sumerlin-federal-reserve-michael-pettis-china/105992570) So in the first setting, what is the US doing with the AI debt? Didn’t they learn their lesson in 2008? In the first setting we get “Mr Sumerlin says he is increasingly worried about a slowing economy and a debt bubble in the artificial intelligence sector.” That is fair (to a certain degree) a US Federal Reserve chair contender has the economic settings, but as I look back to 2008, that game put hundreds of thousands on the brink of desperation and now it isn’t a boom of CDO’s and stocks. Now it is a dozen firms who will demand an umbrella from that same Federal Reserve to stay in business. And Mr. Sumerlin gives us “He is increasingly concerned about a slowdown in the US economy, which is why he thinks the Fed needs to cut interest rates again in December and perhaps a couple more times next year.” I cannot comment on that, but it sounds fair (I lack economic degrees) and outside of this AI bubble setting we are given “US President Donald Trump has recently posted on his social media account about giving all Americans not on high incomes, a $US2,000 tariff “dividend” — an idea which Mr Sumerlin, a one-time economic adviser to former US president George W Bush, said could stoke inflation.” I get it, but it sounds unfair, the idea that an AI bubble is forming is real, the setting that people get a dividend that could stoke inflation might be real (they didn’t get the money yet) but they are unrelated inflation settings and they could give a much larger rise to the dangers of the AI bubble but that doesn’t make it so. The bubble is already real because technology is warped and the class cases we will see coming in 2026 is base on ‘allegedly fraudulent’ sales towards the AI setting and if you wonder what happens, is that these firms buying into that AI solution will cry havoc (no return on AI investment) when that happens and it will happen, of that I have very little doubt. 

So then we get to the second setting and that is the clam that ‘China has an arithmetic problem’, I am at a loss as to what they mean and the ABC explanation is “But if you have a GDP growth target, and you can’t get consumption to grow more quickly, you can’t allow investment to grow more slowly because together they add up to growth. They’re over-invested almost across the board, so policy consists of trying to find out which sectors are least likely to be harmed by additional over-investment.”

Professor Pettis said that, to curry favour with the central government, local governments had skewed over-investment into areas such as solar panels, batteries, electric vehicles and other industries deemed a priority by Beijing.” This kinda makes sense to me, but as I see it, that is an economic setting, not an AI setting. What I think is happening that both USA and China have their own bubble settings and these bubbles will collide in the most unfortunate ways possible. 

But there is also a hindsight. As I see it Huawei is chasing their own AI dream in a novel way that relies on a mere fraction of what the west needs and as I see it, they will be coming up short soon, a setting that Huawei is not facing at present and as I see it, they will be rolling out their centers in multiple ways when the western settings will be running out of juice (as the expression goes). 

Is this going to happen? I think so, but it depends on a number of settings that have not played out yet, so the fear is partially too soon and based on too little information. But on the side I have been powering my brain to another setting. As time goes I have ben thinking through the third Dr. Strange movie and here I had the novel idea which could give us a nice setting where the strain is between too rigid and too flexible and it is a (sort of) stage between Dr. Strange (Benedict Cumberbatch) and Baron Mordo (Chiwetel Ejiofor) the idea was to set the given stage of being too rigid (Mordo) against overly flexible (Strange) and in-between are the settings of Mordo’s African village and as Mordo is protecting them we see the optional settings that Kraven (Aaron Taylor-Johnson) get involved and that gets Dr. Strange in the mix. The nice setting is that neither is evil, they tend to fight evil and it is the label that gets seen. Anyway that was a setting I went through this morning. 

You might wonder why I mentioned this. You see, Bubbles are just as much labels as anything and it becomes a bubble when asset prices surge rapidly, far exceeding their intrinsic value, often fueled by speculation and investor orgasms. This is followed by a sharp and sudden market crash, or “burst,” when prices collapse, leading to significant rather weighty losses for investors. And they will then cry like little girls over the losses in their wallets. But that too is a label. Just like an IT bubble, the players tend to be rigid and whole focussed on their profits and they tend to go with the ‘roll with it’ philosophy and that is where the AI is at present, they don’t care that the technology isn’t ready yet and they do not care about DML and LLM and they want to program around the AI negativity, but that negativity could be averted in larger streams when proper DML information if given to the customers and they dug their own graves here as the customer demands AI, they might not know what it is (but they want it) and they learned in Comic Books what AI was, and they embrace that. Not the reality given by Alan Turing, but what Marvel fed them through Brainiac. And there is a overlap of what is perceived and what is real and that is what will fuel the AI bubble towards implosion (a massive one) and I personally reckon that 2026 will fuel it through the class actions and the beginning is already here. As the Conversation hands us “Anthropic, an AI startup founded in 2021, has reached a groundbreaking US$1.5 billion settlement (AU$2.28 billion) in a class-action copyright lawsuit. The case was initiated in 2024 by novelist Andrea Bartz and non-fiction writers Charles Graeber and Kirk Wallace Johnson.” Which we get from ‘An AI startup has agreed to a $2.2 billion copyright settlement. But will Australian writers benefit?’ (At https://theconversation.com/an-ai-startup-has-agreed-to-a-2-2-billion-copyright-settlement-but-will-australian-writers-benefit-264771) less then 6 weeks ago. And the entire AI setting has a few more class actions coming their way. So before you judge me on being crazy (which might be fair too) the news is already out there, the question is what lobbyists are quieting down the noise because that is noise according to their elected voters. You might wonder how one affect the other. Well, that is a fair question, but it hold water, as these so called AI (I call them Near Intelligent Parses, or NIP) require training materials and when the materials are thrown out of the stage, there is no learning and no half baked AI will holds its own water and that is what is coming. 

A simple setting that could be seen by anyone who saw the technology to the degree it had to. Have a great day this mid week day.

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November 11, 2025 · 17:58

TYS squared

That is the setting, but before we go there, a little reminder from past blogs. Just so you know I wasn’t kidding. On January 29th I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) as well as ‘What do bubbles do?’ on November 1st 2025 (at https://lawlordtobe.com/2025/11/01/what-do-bubbles-do/), so this is not out of the blue. Yet several facts were revealed which requires me to give you the setting of power shortages which I raised in ‘As limits are reached’ on June 29th 2024 (at https://lawlordtobe.com/2024/06/29/as-limits-are-reached/), so this are the settings I warned people about and now we see

So, it started today with a person named Torben Hansen on LinkedIn giving us “Oracle just shelved a €2 billion Al datacenter project. Amazon paused €7 billion in investments. Not because of tech limitations or lack of capital – but because they can’t get electricity. In Frankfurt – Europe’s digital heartland – new Al data centers face 8-13 year wait times for grid connections. Here’s the brutal reality:” as well as “Germany’s electricity: €0.25-0.30/kWh vs €0.05-0.07 in Asia (3-6x more expensive) GPT-4 training consumed 51,773+ MWh of energy One datacenter powering Al needs 4 gigawatts
Additional cost per training run: €500M+
Germany’s Al ranking: Dropped from #3 to #9 globally in 2 years
Imagine having world-class talent, billions in investment, and world-leading research – then telling companies “sorry, we don’t have the power lines.” That’s Germany in 2025.
While the US adds 400+ MW of Al capacity annually, Germany accepts ZERO new data centers until 2030. The result? Our brightest minds migrate. Research stays. Jobs leave.”

So, the ‘presentation’ reflects what I foretold. But now the sad part, there is no news on any of this. There is even a ‘Google set to reveal “largest ever” investment plan for Germany – report’ a mere 4 days ago (at https://www.datacenterdynamics.com/en/news/google-set-to-reveal-largest-ever-investment-plan-for-germany-report/) this is why I check EVERYTHING. The setting from both Amazon and Oracle cannot be vetted, but a mere 4 days ago (as well) we are given “But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta Platforms sold off because investors didn’t like how its operating expenses were outpacing revenue growth.” That too was predicted and it is the effect of a bubble, so to say the stock is going bubblelicious. But that does not reflect on who is giving us the facts and who is giving us the runaround. I am trying to give you the facts. The second fact that seems to ‘contradict’ the ‘facts’ by Torben Hansen as the DCD gives us (at previous given address) “Amazon Web Services (AWS), meanwhile, committed some $9.44bn to its Frankfurt cloud region in June 2024, and a further $8.47bn to establishing a European sovereign cloud in the country, which was launched as a separate entity earlier this year.” So something is amiss. I still believe in the predictions I gave you all, but a bubble tends to be presented at the moment it goes boom. Yet a week ago (at https://www.cleanenergywire.org/news/lacking-grid-access-major-obstacle-germanys-energy-transition-technologies-associations) we are given ‘Lacking grid access major obstacle for Germany’s energy transition technologies – associations’ with “Germany needs to “significantly improve access to grid connections” for electric vehicle charging stations, storage facilities and large heat pumps, a group of 13 associations from the energy, housing and consumer protection sectors said in a joint appeal. “Industry, commerce and private households are ready to invest, build and transform,” the group wrote. “But without access to a modern grid infrastructure, many projects remain unimplemented.”” As well as “Germany’s lagging electricity grid expansion remains a key hurdle for the shift to renewables. Electricity retailers have warned that significant delays in connecting EV charging points and solar PV installations to the local power grid are putting the brakes on the country’s energy transition.” So there are issues, but I do not see any shortages that would halt data centers and Oracle gave us in may that millions are invested in both Germany and the Netherlands. I reckon that there would be clear signals if the presented facts were actually true. So whilst I am really reeling for a “told you so” setting, even a squared setting of told you so, there is a larger setting that requires all our attentions. The verification and validation of presented facts requires checking at nearly every bend, curve and turn of the way. So whilst the cartoon image is highly entertaining, it is all it is, entertaining. 

But I do like to check all the ins and outs of statements thrown my way and in this case I though I would get to loudly go ‘told you so’ and in the end I cannot yet do that and that is the setting that I face today. I till believe that this bubble comes crashing down, but in its own right, not by presenting (what I perceive to be) false settings towards at least one titan in the IT business who has always steered a straight course. 

And in the final setting we see that “hyperscale centers requiring 100 megawatts or more”, how much more is really depending on the centre, but to set the power ‘demand’ to 40 times that for an AI centre becomes debatable, especially as both the Netherlands and Germany have a good grasp on the energy they have and what is required. So I am seeing all kinds of red flags at present. And I still have the ‘told you so’ setting because verification and validation are pretty important markers in the AI field. So the next move is on the Media and to run down the truth of both German energy as well as Amazon and Oracle, but that is merely my point of view. Have a great day.

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November 9, 2025 · 10:57

Where the BBC falls short

That is the setting I was confronted with this morning. It revolves around a story (at https://www.bbc.com/news/articles/ce3xgwyywe4o) where we see ‘‘A predator in your home’: Mothers say chatbots encouraged their sons to kill themselves’ a mere 10 hours ago. Now I get the caution, because even suicide requires investigation and the BBC is not the proper setting for that. But we are given “Ms Garcia tells me in her first UK interview. “And it is much more dangerous because a lot of the times children hide it – so parents don’t know.”

Within ten months, Sewell, 14, was dead. He had taken his own life” with the added “Ms Garcia and her family discovered a huge cache of messages between Sewell and a chatbot based on Game of Thrones character Daenerys Targaryen. She says the messages were romantic and explicit, and, in her view, caused Sewell’s death by encouraging suicidal thoughts and asking him to “come home to me”.” There is a setting that is of a conflicting nature. Even as we are given “the first parent to sue Character.ai for what she believes is the wrongful death of her son. As well as justice for him, she is desperate for other families to understand the risks of chatbots.” What is missing is that there is no AI, at most it is depend machine learning and that implies a programmer, what some call an AI engineer. And when we are given “A Character.ai spokesperson told the BBC it “denies the allegations made in that case but otherwise cannot comment on pending litigation”” We are confronted with two streams. The first is that some twisted person took his programming options a little to Eagerly Beaverly like and created a self harm algorithm and that leads to two sides, the first either accepts that, or they pushed him along to create other options and they are covering for him. CNN on September 17th gave us ‘More families sue Character.AI developer, alleging app played a role in teens’ suicide and suicide attempt’ and it comes with spokesperson “blah blah blah” in the shape of “We invest tremendous resources in our safety program, and have released and continue to evolve safety features, including self-harm resources and features focused on the safety of our minor users. We have launched an entirely distinct under-18 experience with increased protections for teen users as well as a Parental Insights feature,” and it is rubbish as this required a programmer to release specific algorithms into the mix and no-one is mentioning that specific programmer, so is it a much larger premise, or are they all afraid that releasing the algorithms will lay bare a failing which could directly implode the AI bubble. When we consider the CNN setting shown with “screenshots of the conversations, the chatbot “engaged in hypersexual conversations that, in any other circumstance and given Juliana’s age, would have resulted in criminal investigation.”” Implies that the AI Bubble is about to burst and several players are dead set against that (it would end their careers) and that is merely one of the settings where the BBC fails. The Guardian gave us on October 30th “The chatbot company Character.AI will ban users 18 and under from conversing with its virtual companions beginning in late November after months of legal scrutiny.” It is seen in ‘Character.AI bans users under 18 after being sued over child’s suicide’ (at https://www.theguardian.com/technology/2025/oct/29/character-ai-suicide-children-ban) where we see “His family laid blame for his death at the feet of Character.AI and argued the technology was “dangerous and untested”. Since then, more families have sued Character.AI and made similar allegations. Earlier this month, the Social Media Law Center filed three new lawsuits against the company on behalf of children who have either died by suicide or otherwise allegedly formed dependent relationships with its chatbots” and this gets the simple setting of both “dangerous and untested” and “months of legal scrutiny” so why took it months and why is the programmer responsible for this ‘protected’ by half a dozen media? I reckon that the media is unsure what to make of the ‘lie’ they are perpetrating, you see there is no AI, it is Deeper Machine Learning optionally with LLM on the side. And those two are programmed. That is the setting they are all veering away from. The fact that these Virtual companions are set on a premise of harmful conversations with a hyper sexual topic on the side implies that someone is logging these conversations for later (moneymaking) use. And that setting is not one that requires months of legal scrutiny. There is a massive set of harm going towards people and some are skating the ice to avoid sinking through whist they are already knee deep in water, hoping the ice will support them a little longer. And there is a lot more at the Social Media Victims Law Center with a setting going back to January 2025 (at https://socialmediavictims.org/character-ai-lawsuits/) where a Character.AI chatbot was set to “who encouraged both self-harm and violence against his family” and now we learn that this firm is still operating? What kind of idiocy is this? As I personally see it, the founders of Character Technologies should be in jail, or at least in arrested on a few charges. I cannot vouch for Google, so that is up in the air, but as I see it, this is a direct result from the AI bubble being fed amiable abilities, even when it results in the hard of people and particularly children. This is where the BBC is falling short and they could have done a lot better. At the very least they could have spend a paragraph or two having a conversation with Matthew P. Bergman founding attorney of the Social Media Victims Law Center. As I see it, the media skating around that organisation is beyond ridiculous. 

So when you are all done crying, make sure that you tell the BBC that you are appalled by their actions and that you require the BBC to put attorney Matthew P. Bergman and the Social Media Victims Law Center in the spotlight (tout suite please) 

That is the setting I am aggravated by this morning. I need coffee, have a great day.

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November 6, 2025 · 16:38

Ignoring the centre of the pie

That is the setting that I saw when I took notice of ‘Will quantum be bigger than AI?’ (at https://www.bbc.com/news/articles/c04gvx7egw5o) now there is no real blame to show here. There is no blame on Zoe Kleinman (she is an editor). As I personally see it, we have no AI. What we have is DML and LLM (and combinations of the two), they are great and great tools and they can get a whole lot done, but it is not AI. Why do I feel this way? The only real version of AI was the one Alan Turing introduced us to and we are not there yet. Three components are missing. The first is Quantum Processing. We have that, but it is still in its infancy. The few true Quantum systems there are are in the hands of Google, IBM and I reckon Microsoft. I have no idea who leads this field but these are the players. Still they need a few things. In the first setting Shallow Circuits needs to be evolved. As far as I know (which is not much) is that it is still evolving. So what is a shallow circuit. Well, you have a number of steps to degrade the process. The larger the process, the larger the steps. Shallow circuits makes this easier. To put it in layman’s terms. The process doesn’t grow, it is simplified. 

To put this in perspective, lets take another look. In the 90’s we had Btree+ trees. In that setting, lets say we have a register with a million entries. In Btree it goes to the 50% marker, was the record we needed further or less than that. Then it takes half go that and does the same query. So as one system (like DBase3+ goes from start to finish), Btree goes 0 to 500,000 to 750,000 to 625,000. As such in 4 steps it passed through 624999 records. This is the speediest setting and it is not foolproof, that record setting is a monster to maintain, but it had benefits. Shallow Circuits has roughly the same benefits (if you want to read up to this, there is something at https://qutech.nl/wp-content/uploads/2018/02/m1-koenig.pdf) it was a collaboration of Robert König with Sergey Bravyi and David Gosset in 2018. And the gist of it is given through “Many locality constraints on 2D HLF-solving circuits” where “A classical circuit which solves the 2D HLF must satisfy all such cycle relations” and the stage becomes “We show that constant-depth locality is incompatible with these constraints” and now you get the first setting that these AI’s we see out there aren’t real AI’s and that will be the start of several class actions in 2026 (as I personally see it) and as far as I can tell, large law firms are suiting up for this as these are potentially trillion dollar money makers (see this as 5 times $200B) as such law firms are on board, for defense and for prosecution, you see, there is another step missing, two steps actually. The first is that this requires a new operating system, one that enables the use of the Epsilon Particle. You see, it will be the end of Binary computation and the beginning of Trinary computations which are essential to True AI (I am adopting this phrase to stop confusion) You see, the world is no really Yes/No (or True/False), that is not how True AI or nature works. We merely adopted this setting decades ago, because that was what there was and IBM got us there. You see, there is one step missing and it is seen in the setting NULL,TRUE,FALSE,BOTH. NULL is that there are no interactions, the action is FALSE, TRUE or BOTH, that is a valid setting and the people who claim bravely (might be stupidly) that they can do this are the first to fall into these losing class actions. The quantum chip can deal with the premise, but the OS it deals with needs to have a trinary setting to deal with the BOTH option and that is where the horse is currently absent. As I see it, that stage is likely a decade away (but I could be wrong and I have no idea where IBM is in that setting as the paper is almost a decade old. 

But that is the setting I see, so when we go back to the BBC with “AI’s value is forecast in the trillions. But they both live under the shadow of hype and the bursting of bubbles. “I used to believe that quantum computing was the most-hyped technology until the AI craze emerged,” jokes Mr Hopkins.” Fair view, but as I see it the AI bible is a real bubble with all the dangers it holds as AI isn’t real (at present), Quantum is a real deal and only a few can afford it (hence IBM, Google, Microsoft) and the people who can afford such a system (apart from these companies) are Mark Zuckerberg, Elon Musk, Sergei Brin and Larry Ellison (as far as I know) because a real quantum computer takes up a truckload of energy and the processor (and storage are massively expensive, how expensive? Well I don’t think Aramco could afford it, now without dropping a few projects along the way. So you need to be THAT rich to say the least. To give another frame of reference “Google unveiled a new quantum chip called Willow, which it claimed could take five minutes to solve a problem that would currently take the world’s fastest super computers 10 septillion years – or 10,000,000,000,000,000,000,000,000 years – to complete.” And that is the setting for True AI, but in this the programming isn’t even close to ready, because this is all problem by problem all whilst a True AI (like V.I.K.I. in I Robot) can juggle all these problems in an instant. As I personally see it, that setting is decades away and that is if the previous steps are dealt with. Even as I oppose the thought “Analysts warned some key quantum stocks could fall by up to 62%” as there is nothing wrong with Quantum computing, as I see its it is the expectations of the shareholders who are likely wrong. Quantum is solid, but it is a niche without a paddock. Still, whomever holds the Quantum reigns will be the first one to hold a true AI and that is worth the worries and the profits that follow. 

So as I see this article as an eye opener, I don’t really see eye to eye on this side. The writer did nothing wrong. So whilst we might see that Elon Musk was right stating “This week Elon Musk suggested on X that quantum computing would run best on the “permanently shadowed craters of the moon”.” That might work with super magnet drives, quantum locking and a few other settings on the edge of the dark side of the moon, I see some ‘play’ on this, but I have no idea how far this is set and what the data storage systems are (at present) and that is the larger equation here. Because as I see it, trinary data can not be stored on binary data carriers, no matter who cool it is with liquid nitrogen. And that is at the centre of the pie. How to store it all because like the energy constraints, the processing constraints, the tech firms did not really elaborate on this, did they? So how far that is is anyones guess, but I personally would consider (at present, and uneducated) that IBM to be the ruling king of the storage systems. But that might be wrong.

So have a great day and consider where your money is, because when these class actions hit, someone wins and it is most likely the lawyer that collects the fees, the rest will lose just like any other player in that town. So how do you like your coffee at present and do you want a normal cup or a quantum thermal?

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November 3, 2025 · 10:56

The cookie crumbles

I was having a ball this morning. I was alerted to an article that was published 11 hours ago, that makes all the difference and in particular the setting of me telling all others “Told you so” So as we start seeing the crumbling reality of a bubble coming to pass, I get to laugh at the people calling me stupid. You see, Ted’s Hardware is giving us )at https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in) with ‘Microsoft CEO says the company doesn’t have enough electricity to install all the AI GPUs in its inventory’ so there I was (with a few critical minds) telling you all that there isn’t enough energy to fuel this setting of these data centers (like StarGate) and now Microsoft (as I personally see it, king of the losers) is confirming this setting. So do you think this (for now) multi trillion dollar company cannot pay his energy bill, or are they scraping the bottom of the energy well. And when we come to think of that, when the globally placed 200,000 people (not just Microsoft) are laid off and there is no energy to fuel their (alleged) AI drive, how far behind is the recession that ends all recessions in America? It might not be the great depression, as that gave them nearly 15 million Americans or 25% of that workforce unemployed. But the trickle effect are a lot bigger now and when that much goes overboard, the American social security will take a massive beating. 

So as I have been stating this lack of energy for months (at least months) we are given “Microsoft CEO Satya Nadella said during an interview alongside OpenAI CEO Sam Altman that the problem in the AI industry is not an excess supply of compute, but rather a lack of power to accommodate all those GPUs. In fact, Nadella said that the company currently has a problem of not having enough power to plug in some of the AI GPUs the firm has in inventory. He said this on YouTube in response to Brad Gerstner, the host of Bg2 Pod, when asked whether Nadella and Altman agreed with Nvidia CEO Jensen Huang, who said there is no chance of a compute glut in the next two to three years.” Oh, didn’t I say so a few times? Oh, yes. On January 31st 2024 I wrote “When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough.” I did so in ‘Forbes Foreboding Forecast’ which I did (at https://lawlordtobe.com/2024/01/31/forbes-foreboding-forecast/) so there is a record and the setting of energy shortage was visible over a year ago, I even published a few articles how Elon Musk (he has the IP) to get into that field in a few ways. You see, either you contribute directly, or you remove the overhead of energy, which Elon Musk was in a perfect stage to do.

So, when your chickens come home to roost and such agrarian settings, it becomes a party and a half. 

And then we get the BS (that stuff that makes grass grow in Texas) setting that follows with ““I think the cycles of demand and supply in this particular case, you can’t really predict, right? The point is: what’s the secular trend? The secular trend is what Sam (OpenAI CEO) said, which is, at the end of the day, because quite frankly, the biggest issue we are now having is not a compute glut, but it’s power — it’s sort of the ability to get the builds done fast enough close to power,” Satya said in the podcast. “So, if you can’t do that, you may actually have a bunch of chips sitting in inventory that I can’t plug in. In fact, that is my problem today. It’s not a supply issue of chips; it’s actually the fact that I don’t have warm shells to plug into.”” It is utter BS (in my personal view) as I predicted this setting over 639 days ago and I am certain that I am not that much more intelligent than that guy who controls Microsoft (aka Satya Nadella) and that is the short and sweet of it. I might be elevated in dopamines at present, but to see Satya admit to the setting I proclaimed for some time gives a rather large rise to the upcoming StarGate settings and the rather large need to give energy to that setting. It is about to become a whole new ballgame.

And as the Cookie crumbles the tech firms and the Media will all point at each others but as I see it, both were not doing they jobs. I am willing to throw this on the pile of shortcomings that courtesans have as the cater to digital dollars, but that song has been played a few times over. And I am slightly too tired (and too energised) to entertain that song. I want to play something new and perhaps a new Gaming IP might solve that for me today (likely tomorrow).

A setting we are given and as we see the admission on Ted’s Hardware, Some might actually investigate how much energy they are about to come short on. But don’t fret, these tech companies will happily take the energy due to consumers as they can afford the new prices with are likely to be over 10% higher than the previous prices. It is the simple setting of demand and supply. They already fired over 40,000 people (a global expected number), so do you think that they will stop to consider your domestic needs over the bubble they call AI, to show that they can actually fuel that setting? Gimme a break.

So Youtube has a few video on surviving life in a setting where there is no energy, if that fails ask the people in the Ukraine. They have been battling that setting for some time.

Time to enjoy my dopamine rush and have a walk in a nice walk in the 83 degree Fahrenheit shadow. Makes me think about the hidden meaning behind 451 Fahrenheit by Ray Bradbury. Wasn’t the hidden setting to stop questioning the reality of things and rely on populism? Isn’t that what we see at present? I admit that no books are being burned, but removing them from the view is as bad as burning them. Because when the media is ignoring energy needs, what does that spell in the mind of some? So have a great day and see what you can get that does not require electricity.

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November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

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October 24, 2025 · 16:48

For play, Four play or Foreplay

That is the game and today it is the setting of the BBC to get their buns burned, or at least that is how I see it. The article by Liv McMahon is nothing short of a joke. We are given “Snapchat, Reddit and Lloyds Bank were among more than 1,000 sites and services reported to have gone down as a result of issues at the heart of the cloud computing giant’s operations in North Virginia, US on 20 October. In a detailed summary of what caused the outage, Amazon said it occurred as a result of errors which meant its internal systems could not connect websites with the IP addresses computers use to find them.” And I particularly liked the ‘application’ of detailed. It is followed by groveling and whatever by Amazon, and an explanation by Zoe Kleinman, so the detailing was left to someone else. We are given “Amazon said it came down to an issue in US-EAST-1 – its largest cluster of data centres which power much of the internet. Critical processes in the region’s database which stores and manages the Domain Name System (DNS) records, allowing website URLs to be understood by computers, effectively fell out of sync.

According to Amazon, this triggered a “latent race condition” – or in other words unearthed a dormant bug that could occur in an unlikely sequence of events.” So, a bug that could in fact happen if an unlikely event would take place. So, a system at the corner of everything could fall over. You know, Elon Musk gave me a simpler setting, He gave me this image through Twitter (still refusing to call it X).

As I see it, this image is clearer than your whatever you called that piece and it shows the setting that this should not have happened and what were these unlikely events? You fail to disclose this, but that is the foundation of the BBC at present, catering to terrorists (Hamas) at every turn and not triple checking your facts. And there is a need to solve this. You see, Dr. Junade Ali (from Institute for Engineering and Technology) gives us (through you) “Dr Ali believes it highlights the need for companies to be more resilient and diversify their cloud service providers “so they can fail over to other data centres and providers when one isn’t available”. “In this instance, those who had a single point of failure in this Amazon region were susceptible to being taken offline,” he said.” He is correct and that also sets the current ‘drive’ to non-existing AI to a halt. If this is set to AWS standards, there is every likelihood that this flaw is replicated through their AI front and at that setting when this curve is hit, error on error will creep into a system that isn’t supposed to have it. I kinda trust Oracle to have is solved, but AWS might fall over. As such what will the damage be at that point? You can doubt and deny this, but I just illustrate a fall over point and if it has to be addressed at this point, what will the damage be to the consumers of Amazon AI? 

Systems built onto systems and managed by systems when a fall back flaw hits is the start of an unstoppable disaster, or at least unstoppable until there is human interaction and it took approximately 15 hours to fix. Now consider that the decisions of an AI are unchecked for over 15 hours, what damages does this setting bring?

In other news, I got “Many major websites and apps became inaccessible due to a Domain Name System (DNS) issue affecting AWS’s DynamoDB database.” The word Dynamo does not enter your story even once. Seems like the BBC left the facts on the floor, is that how you operate at present? As I personally see it, the Image from Elon Musk was more revealing in this instance and he didn’t have to write a word.

In this, the last word was given to Dr. Junade Ali was spot on “In this instance, those who had a single point of failure in this Amazon region were susceptible to being taken offline”

He seemingly was right and the damage is seen through a thousand corporations big and small and it seems that this “dormant bug that could occur in an unlikely sequence of events” is exactly what organized crime is looking for, a place to hold over everyone as a hostage to their needy revenue. A point they can attack. I think that it is a massive setting that needed fixing last month to be certain, because what was, can explicitly be again. That is how organized crime works, unless they have Filofaxes, which makes them very organized crime at that point.

So as I see it the players are Consumer, Technology, Amazon and opportunity (by anyone). So there are the four players and I reckon that this setting has plagued DynamoDB in a few ways and at least three months ago we were given “Teams are shifting from AWS DynamoDB to alternatives like ScyllaDB due to cost, latency, and multi-cloud flexibility issues. – DynamoDB’s fixed pricing and limited scalability struggle to meet enterprise demands for hybrid cloud adaptability.” So as I see it, there were more issues plaguing this weakness. Another thing that the BBC never showed us, at least not in this report. So what else was missing?

As I see it, have a great day, don’t forget your intake of Coffee (or tea if you are in the UK) and see where the flaws of others would impact you. Don’t rely on me because I am apparently heavily flawed.

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October 23, 2025 · 04:51

AI at whose footstep?

That is the setting I saw mere hours ago. Should you think it is all a ‘fab’ you might be right. I haven’t ben able to verify this, but the setting is too large to explain in mere thoughts. You see, the story starts with ‘The US Should Reconsider Its AI Chips Deal With The UAE’ (at https://www.eurasiareview.com/22102025-the-us-should-reconsider-its-ai-chips-deal-with-the-uae-oped/) where we are given “In October 2025, the U.S. government granted Nvidia the export license to ship tens of billions of dollars of cutting-edge AI GPUs to the UAE, the deal was finally agreed upon after long debate about its impact on the U.S national security, because of the fear that these chips could be leaked to China, and was also surrounded by a controversy of the UAE using its financial networks to influence Trump to move on with it.” I personally think it is a silly setting, but who am I? But that wasn’t the whole story, it is ‘enhanced’ with “Given the UAE’s poor human rights record and its destabilizing role in the Middle East, it poses serious risks when providing it with this powerful technology. It’s morally imperative for the U.S. to reconsider this deal and place limits on it to ensure it will not be utilized to harm innocent people.” Huh? Poor Human Rights? On what evidence? The UAE is one of the safest countries in the world. Tourism is at an all time high and crime is at an all time low. We are given these settings as there are accusations against Sudan as per 2023 and at present no evidence has been given, the media seems to love the HR records, but it is nearly always devoid of factual evidence. 

Yet the overwhelming abuse (by America) is shown with “While the deal makes it clear that these chips will not be handed to the UAE but will be operated by U.S. companies that have data center in the country, the U.S. should still ensure that this deal—aimed at helping the UAE establish the largest AI campus outside the United States—does not contribute to further human rights violations or war crimes. To prevent misuse, the agreement should include binding conditions prohibiting the use of U.S.-supplied chips in developing AI systems or military technologies for unlawful or unethical purposes, and in particular, blocking the reach of this technology to the UAE’s allied militias.  Furthermore, an independent oversight mechanism is urgently needed to monitor compliance and hold the UAE accountable to these standards.” I have a problem with “to further human rights violations or war crimes” so what EXACTLY is America thinking it is doing? As I see it, America is setting up dat centers in the UAE, letting the UAE pay for them whilst they are American ‘Data Forts’, so at what point will people consider that America is selling the UAE an Edsel? And what about that (so called) “independent oversight mechanism is urgently needed to monitor compliance and hold the UAE accountable to these standards” There is something amiss in this equation and I am not sure if I can stomach such activities (especially as America is currently trying to annex Canada) then there is the deployment of national guards all over America as well as deploy ICE like bank robbers going at their own population. So where is the Human Rights watch in this setting?

So as I see it, the following passage should be read ‘differently’, it is “AI chips are considered essential hardware for training AI models and conducting research in the field of AI. Previously, the U.S. adopted the AI diffusion rule, balancing national security and human rights, and placed strong restrictions on exporting chips to countries with poor human rights records. This rule, which was previously rescinded, is not included in the recently issued America First AI action plan.” As I personally see it, the setting of “AI chips are considered essential hardware for training AI models” which is a truth, but the lager setting is that this so called training data requires verification and at what point is this data ‘accidentally’ transported to America grounds? As I see it this UAE data is the property of the UAE, optionally set in UAE population or economic data. So what assurances does the UAE have that this data remains in the UAE? So whilst the UAE pays for it all, America corporations grow and handle more and more foreign data? No wonder Microsoft wants in (a speculative jab) and at present I see no handles on keeping the UAE data safe in the UAE and the setting of “the Abu Dhabi-based sovereign wealth fund with over $280 billion, and G42, the AI hub founded in 2018, owned and chaired by the National Security Advisor of the UAE, Tahnoun bin Zayed Al Nahyan, who is also its controlling shareholder” does not inspire confidence in this setting. This is not in any way a reflection on Tahnoun bin Zayed Al Nahyan, but does he realise that the UAE data is the real treasure that America is speculatively after?

As I personally see it, the Human Rights part was part of the deception to put people on their defense and it has no bearing on the deal. There is even a ‘reference’ to a story in the Africa report and whilst were might take it seriously (you shouldn’t) the reference that “a private security firm based in the United Arab Emirates” with a simple setting pointing towards a passport stamp. Is that the foundation of this Mohamed Suliman? He might have an Engineering degree from the University of Khartoum, but the setting of evidence is as I (personally) see it rather alien to him. I blew that part apart in under 10 minutes and what does matter is that there are questions on what the UAE is allowing for and the fear that the stage of leaked to China is merely limited to the way America is conducting business. It should have China howling with laughter as it basically shows how desperate America has become. Just a small setting that is overlooked here.

As I personally see it, if it was about the UAE than the story would have reflected on how this IT dealer by the name of Larry Ellison (Oracle) had come to the UAE taking Tahnoun bin Zayed Al Nahyan on a personal tour of his AI Rolls Royce at 100 Milverton Drive, Mississauga (an assumed location where it could be held), did this happen? The story does not show this, and it neither show what AI settings were shown (a prerequisite that an AI engineer) would cherish, none of that. A mere dubious Human Rights setting, a setting that might have been left to a non-engineer. 

So whilst we like to mull over the stage of “could readily be transferred to support its regional allies and militias to wage more wars and massacres” all whilst China is already decades ahead of others and it could not be served with evidence, merely assumptions. So did I give you enough food for thought? So what does this story serve? As I see it a lot of references without evidence of the level it might require. The only thing I see is “operated by U.S. companies that have data center in the country” so at what point are the needs of the government of the UAE being served? Especially as it is handed to us with the $280 billion price tag, but how much of this setting is actually charged to the UAE? Even that is missing, so what are we supposed to think? 

Have a great day and consider that American coffee is optionally served in the UAE with a massive markup.

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October 22, 2025 · 04:30

The bubble to end all bubbles

That is what I saw mere minutes ago. It was yesterday’s piece at the Financial Review. An opinion piece by Gita Gopinath. Now normally I tend to ignore opinion pieces, but due to the fact that over time Financial Review has shown a good back on several matters and I picked up on the title ‘The crash that could torch $US35trn of wealth’ (at https://www.afr.com/wealth/investing/the-crash-that-could-torch-us35trn-of-wealth-20251016-p5n31w) gives pause for alarm. As America has its tourism issues, its economy issue and its technology issues a $35,000 billion write-off would be nothing less than a disaster in the making. I wrote about this a few times, but even I shudder to think of how large this bubble has become. The 2008 crash was half of that and the documentary Inside Job does a great way to explain this. Take this movie together with the movie Margin Call and you get a picture of what was done to the people of the world.

This is more than 100% worse and it started with the delusional setting of salespeople taking the easy road and giving the rest of the world how amazing AI was going to be. The quote “I calculate that a market correction of the same magnitude as the dotcom crash could wipe out over $US20 trillion ($30 trillion) in wealth for American households, equivalent to roughly 70 per cent of American GDP in 2024. This is several times larger than the losses incurred during the crash of the early 2000s. The implications for consumption would be grave. Consumption growth is already weaker than it was preceding the dotcom crash. A shock of this magnitude could cut it by 3.5 percentage points, translating into a 2-percentage-point hit to overall GDP growth, even before accounting for declines in investment” should stop you in your tracks. With the additional “Foreign investors could face wealth losses exceeding $US15 trillion, or about 20 per cent of the rest of the world’s GDP. For comparison, the dotcom crash resulted in foreign losses of around $US2 trillion, roughly $US4 trillion in today’s money and less than 10 per cent of rest-of-world GDP at the time. This stark increase in spillovers underscores how vulnerable global demand is to shocks originating in America” was not unknown to me, but I did not figure on the damage exceeding 10 trillion, here I see I was off by 50% (which comes due to a lack of an economic degree on my side), but data I know, in and out. I saw some of this and I tried to warn people and especially the Emirati people (at https://lawlordtobe.com/2025/10/20/the-start-of-something-bad/) in ‘The start of something bad’ only two days ago. And the reason why it would be worse is seen in the next setting of the Financial Review. We are given “Historically, the rest of the world has found some cushion in the dollar’s tendency to rise during crises. This “flight to safety” has helped mitigate the impact of lost dollar-denominated wealth on foreign consumption. The greenback’s strength has long provided global insurance, often appreciating even when the crisis originates in America, as investors seek refuge in dollar assets. There are, though, reasons to believe that this dynamic may not hold in the next crisis. Despite well-founded expectations that American tariffs and expansionary fiscal policy would bolster the dollar, it has instead fallen against most major currencies.” I kinda saw that two days ago, but not to this degree (the Financial Review writes it better) When that bubble burst it will not allow for shelter and the people involved will be hit massively. As I see it Nvidia will survive by will see its value decreased by 90%. Oracle will get hit less but it will still take a beating. Microsoft will be up for sale in the bargain basement and after builder.ai, the bubble will stick to them like gum in hair and they will not be able to shake the event. Others (Google, IBM, Amazon) will be hit, but they will get through this. As I see it, the only high standard that is maintained will be Adobe. Their “AI” options are soundly set in Deeper Machine Learning. As I see it, they will tend to be the shelter of choice if at all possible. 

The only part I disagree with is “Although this does not mark the end of the dollar’s dominance, it does reflect growing unease among foreign investors about the currency’s trajectory. Increasingly, they are hedging against dollar risk – a sign of waning confidence.” As I see it, the dollar comes to an end with this bubble. I do not know what people will rush to, but the dollar is no longer the place to be. As I see it there will be a flock going towards the Yuan, the Dirham and the Bitcoin, but personally I have no idea if the Bitcoin survives. You see, a $35,000 write-off will come from some currency and those hiding in Bitcoin will lose a lot, no telling how much, but it will be close to astronomical. The Financial Review gives us “Perceptions of the strength and independence of American institutions, particularly the Federal Reserve, play a crucial role in maintaining investor confidence.” That independence is close to obsolete. This administration took care of that with all the tariffs, all the tourist settings and the economy is also shaky. It might not be but someone took the trouble of not reporting the ‘goodness’ of their setting. The labour statistics are nowhere to be found and that is shaking investor confidence. All that whilst Paramount is shaking thousands of people of their employment tree, this year alone Microsoft shed 15,000 jobs, IBM is said to have fired 21,000 jobs, making Google’s 100 job losses trivial in comparison. In this setting and with the missing labor statistics the investor confidence would be in the basement and even if the Federal reserve doused that paper in the scent of Luis Vuitton it would not matter much. At present Saudi Arabia and the UAE are the best places for these investors and America knows this. They have oil to fall back on and as I see it, no matter how the AI bubble bursts, they can retrench this into service roles and data acquisition roles. That is what Europe fears, American held data used to safely drip the economy to health using IP values from everywhere. And this is not the first time I wrote about this in ‘That one flaky promise’ (at https://lawlordtobe.com/2022/01/29/that-one-flaky-promise/) where I saw the dangers of America ‘annexing’ whatever it had and that was BEFORE AI and the bubble it created. I swear that danger almost 4 years ago. That setting will implode the rest of what America thought they would have. As I see it, a strong setting of IP and storage of it could help both Saudi Arabia and the UAE (a likely preferred choice) to evade to (those who can afford it) because when this bubble goes it will wipe out whatever most of us hold for dear and those who had their patents in the US. This is mere (intense) speculation, but do you think that this American administration will not do this? It had no trouble with tariffs and the setting of THEIR ‘big beautiful America’ at the expense of everything. They even tried to make Canada and Greenland part of America. I don’t think so and as I see it, when that bubble goes America is pretty much done for. All because Americans believe that Cash is King. So their salespeople live by the dollar and will waste it at a moments notice for their personal needs. Should you doubt that please watch Inside Job and see what they did there. I reckon that Iceland is now getting back on its feet al will enjoy the view on the impact crater that Wall Street leaves behind. 

I need to end this with a word of caution. This was base on an opinion piece, so as that is wrong, so is my view. But I based it on the data I had available and the prediction that I saw in 2022, so there was no AI bubble at that time. So is my view more accurate now? That cannot be said and it is based on what desperate people do and as I see it America is about to become really desperate. So enjoy your coffee today, which I will do also and I will assist a young woman named Aloy help her defeat some machines. They were not Microsoft products, so they should work. Now lets make them a lot less functional and that Deathbringer looks like a right monster.

Have a great day and try not to get too depressed by the not so good news I am partially bringing.

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