Tag Archives: AI

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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October 20, 2025 · 12:52

The start of something bad

That is how I saw the news (at https://www.khaleejtimes.com/business/tech/dubais-10000-ai-firms-goal-to-redefine-competitiveness-power-uaes-startup-vision) with the headline ‘Dubai’s 10,000 AI-firms goal to redefine competitiveness,  power UAE’s startup vision’ there is always a risk when you start a new startup, but the drive to something that doesn’t even exist is downright folly (as I see it) and now it is driven to a 10,000 times setting of folly. That is what I perceive. But lets go through the setting to explain what I am seeing.

First there is the novel setting and it is one that needs explaining. You see AI doesn’t yet exist, even what we have now is merely DML (Deeper Machine Learning) and it is accompanied at times with LLM (Large Language Models) and these solutions can actually be great, but the foundations of AI are not yet met and take it from me it matters. Actually never take my word, so lets throw some settings at you. First there is ‘Deloitte to pay money back to Albanese government after using AI in $440,000 report’ and then we get to ‘Lawyer caught using AI-generated false citations in court case penalised in Australian first’ (sources for both is the Guardian). There is something behind this. The setting of verification is adamant in both, You see, whatever we now call AI isn’t it and whatever data is thrown at it is taken almost literally at face value. Data Verification is overlooked at nearly every corner and then we get to Microsoft with its ‘support’ of builder.ai with the mention that it was goo. It lasted less than a month and the ‘backing’ of a billion dollar went away like snow in a heatwave. They used 700 engineers to do what could not be done (as I personally see it). So we have these settings that is already out there. 

Then (two weeks ago) the Guardian gives us (at https://www.theguardian.com/business/2025/oct/08/bank-of-england-warns-of-growing-risk-that-ai-bubble-could-burst) ‘Bank of England warns of growing risk that AI bubble could burst’ with the byline “Possibility of ‘sharp market correction has increased’, says Bank’s financial policy committee” now consider this setting with the valuation of 10,000 firms getting a rather large ‘market correction’ and I think that this happens when it is the least opportune for the UAE. This take me to the old expression we had in the 80’s “You can lose your money in three ways, first there are women, which is the prettiest way to lose your money, then through gambling, which is the quickest way to lose your money and third way is thought IT, which is the surest way to lost your money” and now I would like to add “the fourth way is AI, which is both quick and sure to lose your money” that is the prefix to the equation. And the setting we aren’t given is set out in several pieces all over the place. One of them was given to us in ABC News (at https://www.abc.net.au/news/2025-10-20/ai-crypto-bubbles-speculative-mania/105884508) with ‘If AI and crypto aren’t bubbles, we could be in big trouble’ where we see “What if the trillions of dollars placed on those bets turn out to be good investments? The disruption will be epic, and terrible. A lot of speculative manias are just fun for a while and then the last in lose their shirts, not much harm done, like the tulips of 1635, and the comic book and silver bubbles of the late 1980s. Sometimes the losses are so great that banks go broke as well, which leads to a frozen financial system, recession and unemployment, as in 1929 and 2008.” As I personally see it, America is going all in as they are already beyond broke, so they have nothing to lose, but the UAE and Saudi Arabia have plenty to lose and the American first are good to squander whatever these two have. I reckon that Oracle has its fallback position so it is largely of, but OpenAI is willing to chance it all. And that is the American portfolio, Microsoft and a few others. They are playing bluff with as I see it, the wrong players and when others are ignoring the warnings of the Bank of England they merely get what is coming for them and it is a game I do not approve of, because it is based on the bluff that gets us ‘we are too big to fail’ and I do not agree, but they will say that it is all based on retirement numbers and other ‘needly’ things. This is why America needs Canada to become the 51st state so desperately, they are (as I personally see it) ready to use whatever troll army they have to smear Canada. But I am not having it and as I see “Dubai’s bold target to attract 10,000 artificial intelligence firms by 2030 is evolving from vision to execution, signaling a new phase in the emirate’s transformation into a global technology powerhouse. As a follow-up to earlier announcements positioning the UAE as the “Startup Capital of the World,” recent developments in AI infrastructure, capital inflows, and global partnerships show how this goal is being operationalised — potentially reshaping Dubai’s economic structure and reinforcing its competitive edge in the global digital economy.” I believe that those behind this are having the best interests at heard for the Emirati, but I do not trust the people behind this drive (outside of the UAE). I believe that this bubble will burst after the funds are met with smiles only for these people to go out of business with a bulky severance check. It is almost like the role Ryan Gosling played in the Big Short where Jared Vennett receives a bonus of $47 million for profits made on his CDSs. It feels almost too alike. And I feel I have to speak up. Now, if someone can sink my logic, I am fine with that, but let those running to this future verify whatever they have and not merely accept what is said. I am happy to be wrong but the setting feels off (by a lot) and I rather be wrong then be silent on this, because as I see it, when there is a ‘market correction’ of $2,000,000,000,000 you can consider yourself sold down the river because there is a cost of such a correction and it should 100% be on the American shores and 0% of the Arabic, Commonwealth or European shores. But that is merely my short sighted view on the matter. 

So when we get to “Omar Sultan Al Olama, Minister of State for Artificial Intelligence, Digital Economy, and Remote Work Applications, said the goal reflects the UAE’s determination to lead globally in frontier technology. “Dubai’s target to attract 10,000 AI companies over the next five years is not a dream — it is a commitment to building the world’s most dynamic and future-ready digital economy,” he said. “We already host more than 1,500 pure AI companies — the highest number in the region — but this is just the beginning. Our strategy is to bring in creators and producers of technology, not just users. That’s how we sustain competitiveness and shape the industries of tomorrow.”” I am slightly worried, because there is an impact of these 1,500 companies. Now, be warned there are plenty of great applications of DML and LLM and these firms should be protected. But the setting of 10,000 AI companies worry me, as AI doesn’t yet exist and the stage for Agentic programming is clear and certain. I would like to rephrase this into “We should keep a clear line of achievements in what is referred to as AI and what AI companies are supposed to see as clear achievements” This requires explanation as I see whatever is called as AI as NIP (Near Intelligent Parsing) and that is currently the impact of DML and LLM and I have seen several good projects but that is set onto a stage that has a definite pipeline of achievements and interests parties. And for the most the threshold is a curve of verifiable data. That data is scrutinized to a larger degree and tends to be (at times) based on the first legacy data. It still requires cleaning but to a smaller degree to dat that comes from wherever. 

So do not dissuade from your plans to enter the AI field, but be clear about what it is based on and particularly the data that is being used. So have a great day and as we get to my lunch time there is ample space for that now. Enjoy your day.

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October 13, 2025 · 07:06

Just like Soap

Perhaps you remember the 80’s series soap. Someone made a sitcom of the most hilarious settings and took it up a notch, the series was called soap and people loved it, it did nearly everything right, but over time this bubble went, just like all the other soap bubbles tend to go and that is OK, the made their mark and we felt fine. There is another bubble. It is not as good. There is the mortgage bubble, the housing bubble (they were not the same), the economy bubble and all these bubbles come with an aftermath. Now we see the AI bubble and I predicted this as early as January 29th of this year in ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) and my setting is that AI does not yet exist, as I saw it, for the most, it is the construct of lazy salespeople who couldn’t be bothered to do their work and created the AI ‘Fab’ and hauled it over to fit their needs. Let’s be clear. There is no AI and when I use it I know that ‘the best’ I am doing is avoid a long discussion about how great DML and LLM are, because they are and it is amazing. And as these settings are correctly used, it will create millions if not billions in revenue. I got the idea to overhaul the Amazon system and let them optionally create online panels that could bank them billions, which I did in ‘Under Conceptual Construction’ (at https://lawlordtobe.com/2025/10/10/under-conceptual-construction/) and ‘Prolonging the idea’ (at https://lawlordtobe.com/2025/10/12/prolonging-the-idea/) which I wrote yesterday (almost 16 hours ago). I also gave light to an amazing lost and found idea which would cater to the needs of Airports and bus terminals. I saw that presentation and it was an amazing setting in what I still call NIP (Near Intelligent Parsing) in ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) these are mere settings and they could be market changes. This is the proper use of IT to the next setting of automation. But the underlying bubble still exists, I merely don’t feed that beast, so when the BBC last night gave us all ‘‘It’s going to be really bad’: Fears over AI bubble bursting grow in Silicon Valley’ almost 2 days ago (at https://www.bbc.com/news/articles/cz69qy760weo) I saw the sparkly setting of soap bubbles erupt and I thought ‘That did not take long’. My setting was that AI (the real AI as Alan Turing saw it) was not ready yet. The small setting that at least three parts in IT did not yet exist. There is the true power of Quantum computing and as I see it quantum computers are real, but they are in the early stages of development and are not yet as powerful as future versions should be and for that, so as IBM rolls out their second system on the IBM Heron platform, we are getting there. It is called the IBM’s 156-qubit IBM Quantum Heron, just don’t get your hopes up, not too many can afford that platform. IBM keels it modes and gives us that “The computer, called Starling, is set to launch by 2029. The quantum computer will reside in IBM’s new quantum data center in upstate New York and is expected to perform 20,000 more operations than today’s quantum computers” I am not holding me credit card to account to that beauty. If at all possible, the only two people on the planet that can afford that setting are Elon Musk and Larry Ellison and Larry might buy it to see Oracle power at actual quantum speed and he will do it, to see quantum speed came to him in his lifetime. The man is 81 after all (so, he is no longer a teenager), If I had that kind of money (250,000 million) I would do it to, just so to see what this world has achieved. But the article (the BBC one) gives us ““I know it’s tempting to write the bubble story,” Mr Altman told me as he sat flanked by his top lieutenants. “In fact, there are many parts of AI that I think are kind of bubbly right now.”

In Silicon Valley, the debate over whether AI companies are overvalued has taken on a new urgency. Skeptics are privately – and some now publicly – asking whether the rapid rise in the value of AI tech companies may be, at least in part, the result of what they call “financial engineering”.” And the BBC is not wrong, we had a write-off in January of a trillion dollars and a few days ago another one of 1.5 trillion dollars. I would be willing to call that ‘Financial Engineering’ and that rapid rise? Call it the greedy need of salespeople getting their audience in a frenzy 

I merely gave a few examples of what DML and LLM could achieve and getting a lost and found department set from weeks into minutes is quite the achievement and I reckon that places like JFK, Heathrow and Dubai Airport would jump at the chance to arrange a better lost and found department and they are not alone but one has to wonder how the market can write off trillions in merely two events. So when we get to

“In recent days, warnings of an AI bubble have come from the Bank of England, the International Monetary Fund, as well as JP Morgan boss Jamie Dimon who told the BBC “the level of uncertainty should be higher in most people’s minds”. And here, in what is often considered the tech capital of the world, concerns are growing. At a panel discussion at Silicon Valley’s Computer History Museum this week, early AI entrepreneur Jerry Kaplan told a packed audience he has lived through four bubbles. He’s especially concerned now given the magnitude of money on the table as compared to the dot-com boom. There’s so much more to lose. “When [the bubble] breaks, it’s going to be really bad, and not just for people in AI,” he said.”

He is not wrong. Consider the next one amounting to a speculated two trillion (or $2,000,000,000,000) when it hits, it could wipe out retirement savings of nearly everyone for years. So how do you feel about your retirement being written off for decades? When you are 80+ and you have millions upon millions you are just fine and that is merely 2-5 people, the other 8,200,000,000 people? The young will be fine, and over 4 billion will be too young to care about their retirement, but the rest? Good luck I say.

So what will happen to Stargate ($500B) when that bubble goes? I already see it as a failure as the required power settings will not be able to fuel this, apart from the need of hundreds of validators and their systems require power too, then we see Microsoft thinking (and telling us) it is the next big thing, all whilst basic settings aren’t out yet. Did anyone see the need for Shallow Circuits? Or the applied versions of Leon Lederman? No one realizes that he held the foundational setting of AI in Quantum computing. You see (as I personally see it) AI cannot really work in Binary technology, it requires a trinary setting, a simple stage of True, False and Both. It would allow for trinary settings, because it isn’t always True or False, we learn that the hard way, but in IT we accept it. That setting will come to blow when we get to the real AI part of it and that is why I (in part) the AI coffee being served in all places. And I like my sarcasm really hot (with two raw sugar and full cream milk)

That is the setting we face and whilst some will call the BBC article ‘doom speak’ I see it for what it is, a reminder that the AI frenzy is sales driven and whilst people are eager to forget the simplest setting, the real deal of Microsoft and Builder.AI is simply the setting that at present we are confronted with IT engineers making the decisions for us and the amount of class actions coming to the world in 2027 and 2028 (optionally as early as 2026) and as some cases are drawn out even yesterday (see https://authorsguild.org/news/ai-class-action-lawsuits/ for details) you need to realise that this bubble was orchestrated and as such I like the term ‘Financial Engineering’ so be good and use the NIP setting properly and feel free to be creative, I was and gave Amazon an idea that could bank it billions. But not all ideas are golden and I am willing to see that I am not the carrier of golden ideas, the fact that someone saw the Lost and Found setting is proof of that.

Have a great day, I am 30 minutes from breakfast now, so off I go to brekkyville.

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October 11, 2025 · 18:36

The dams are cracking

Yes, that is the setting I saw coming, but there is always ‘space’ for interpretation and at present we see two stories that seem to illustrate this. The first one is given by the BBC (at https://www.bbc.com/news/articles/cly17834524o0 where we see ‘Tech billionaires seem to be doom prepping. Should we all be worried?’ It is a question to have, but what does the article ‘bare’ out? It is not that basic or simple. First we are given “Mark Zuckerberg is said to have started work on Koolau Ranch, his sprawling 1,400-acre compound on the Hawaiian island of Kauai, as far back as 2014.” So, he had 11 years? Seems like overly ‘doom prepping to me’ (is this sarcasm or satire?) The additional setting is “The underground space spanning some 5,000 square feet is, he explained, “just like a little shelter, it’s like a basement”” which seems like the average floor of a mall to me. I think that when the ‘basement’ extends well beyond 1000 Sqft, we can ignore the ‘basement’ label and whatever it is, it is his to do. He might be buying up vats of wine or Cognac, whatever it is. It will be his setting. Then we are given “his decision to buy 11 properties in the Crescent Park neighbourhood of Palo Alto in California, apparently adding a 7,000 square feet underground space beneath.” So here again we get the ‘speculating’ media for the setting of a story. So he might have bought the 11 properties, but what happened to them? What evidence is there? He could have bought this for his nearest and dearest. There are many options. Then we get more ‘famous’ names and locations like New Zealand come up. Yet about halfway we get a clarion call (as the expression goes), we are given “Neil Lawrence is a professor of machine learning at Cambridge University. To him, this whole debate in itself is nonsense. “The notion of Artificial General Intelligence is as absurd as the notion of an ‘Artificial General Vehicle’,” he argues. “The right vehicle is dependent on the context. I used an Airbus A350 to fly to Kenya, I use a car to get to the university each day, I walk to the cafeteria… There’s no vehicle that could ever do all of this.” For him, talk about AGI is a distraction.” And as far as I can tell, I feel like Neil Lawrence does with an addendum, and ad the very end we are given ““LLMs also do not have meta-cognition, which means they don’t quite know what they know. Humans seem to have an introspective capacity, sometimes referred to as consciousness, that allows them to know what they know.” It is a fundamental part of human intelligence – and one that is yet to be replicated in a lab.” And it is part of what I have been saying all along. And we get the larger setting from a second source. It is SBS (at https://www.sbs.com.au/news/article/australians-living-in-america-anxiety/p88o60wos) that give us ‘Saving money and packing ‘go bags’: How Australians in the US are preparing for the worst’ where we see “But she says the attitude towards foreign nationals under the current administration has made life in the US feel “scary”. Kate says these fears were brought to the surface during her green card interview. “They grilled me in the interview and asked me questions not even related to our marriage but about my previous visa and time in the US,” she says.” As well as “Many Australians living in the US are reporting experiencing high levels of anxiety and feelings of instability due to the possibility of rapid political change under US President Donald Trump.”

These are the settings that matter. In the first there is the BBC article that is making the ‘doom lecture’ but that is not the setting. When AI collapses like a near empty shell, people will all be tuning for their incomes and playing the blame game, but as we are given ‘Wall Street crashes after Trump announces 100% tariffs on China; $1.5 trillion wiped out’ consider what happens when all these AI ‘vendors’ fall flat, the damage will be more than 10 times worse, America loses 15 trillion. Can you even fathom that kind of loss? That will be the sounding implosion that leads to civil war when 90% of 340 million people lose whatever they had, retirements wiped out, other savings gone, they will get angry. President Trump will have to run for his life to air-force one as quick as his legs can carry him. Evading to Russia or anyone that will have him and his billions? Mostly gone, if not already abroad. Those who bought large mansions outside of the US are likely safe for two generations in France, Monaco, UAE, Bermuda, New Zealand, you name it, some will evade and this is the setting we see. I reckon that people in California will need high walls to keep others out, optionally armed defenses as well. 

Foreigners are now seeing the scary reality they signed on for and they are getting ready a ‘go bag’ to evade to wherever they can as quickly they can. Is this doom speak?

That is a valid question. You see, the AI setting is merely one, President trump soured the waters on tourism which is down in many ways and no reflective view is given by anyone in media. That amount of bad news they find likely ‘irresponsible’ and the media has no business using that excuse as they have been one of the most irresponsible parties ever. Then foreign retail. Canada pulled all the alcoholic beverages from the shelves in Canada. How much is that costing? One source (Source: Global News) gives us that the decline is 85%, that amounts to how much? These three settings is almost a certainty of recession and there is a lot more declines in the papers but the media will not give you the proper numbers. Several sources all giving different partially overlapping numbers. As such the economic dams of America are cracking. And they will lose a massive amount of revenue and while some will give some of the numbers. Most of us aren’t given the full view. I have some of the views as I have been keeping an eye on some of the numbers. But even I do not have the full view. So whilst some give us “The sell-off erased more than USD 1.5 trillion in market value from US stocks. Meanwhile, the cryptocurrency market faced record liquidations of USD 19 billion. This is the largest single-day figure ever recorded.” The part no one talks about is where are the billionaires set at? We see the wins of Elon Musk and Larry Ellison, but where are the other billionaires? How are they doing? And that disjointed Microsoft view.

Why the Windows maker?
That is a fair question. You see, they were all ‘heralding’ how good they were doing, but the shimmer in the shadows is different. We are given “Microsoft is currently losing money on AI development, having spent an estimated $19 billion in one quarter on AI infrastructure, with no significant revenue from it yet. The company also experienced a reported loss of $300 million in Call of Duty sales due to the Game Pass subscription model” all whilst Activision and Bethesda was bought for over $100,000,000,000 and that has an interest setting. They might be ‘offloading’ staff (over 9,000 according to some numbers) and whilst they and Adecco (firing into the thousands) are all set to AI, there is a hidden snag. When this falls short they will face a setting that is a lot more dangerous. People will not consider them in the future. So when the non-existing AI is set to the need of engineers it goes flat and when there is no one around (an exaggeration) to program your LLM, consider where your firm will be. ZDNet gave us “Microsoft’s CEO loves to talk about ’empathy.’ But everything that is coming out of Redmond these days is perilously close to turning the company into the Borg.” Basically a non-existent setting of people that cannot live in a vacuum and that is an additional side I never saw coming. I was focussed on Microsoft turning into an empty shell and when the substance is gone, the shell collapses. That is what I saw in Microsoft Games and Microsoft Office. It started in 2012 when their service devisions were no longer up to scrap and when support goes, so does sales and when we consider the over 100 billion for two companies its, whilst they weren’t making enough to even afford the interest on that, the picture of failure starts to evolve into a nightmare setting and sacking 9,000 people will not safe it. They are telling us now that AI is the future, but at present it does not exist and what does exist requires engineers (remember Builder dot AI?) It is a fictive setting that is showing up all over America and the ‘import’ people are seeing the cracks evolve and they want out as fast as they can. Which is good news for Aramco and ADNOC as they now get the choice of the litter, but for America it is bad news. So there is no doom speak. It is the returning story of a country who think it is too big to go bankrupt. I heard that story before (SNS Bank for one) then a few more banks and they are all part of something else. And America? Parts of America could be added to Canada and Mexico would be relieved to get Texas (the latter part is speculation) and that is the dangerous reality that others are facing. The question is what does it take to throw this around and whilst Wall Street is in denial. Others, those who can afford it, will be making a new household out of American clutches (like the non-tax countries mentioned earlier) also Saudi Arabia becomes an option, but the is reserved for the chosen few (and American Muslims of course). 

So am I delusional or do I have a point? I reckon that one of the larger issues (still setting) is how America deals with Alex Jones. Because if he gets his ‘blockage’ Americans will go insane, they will not accept that this Conspiracy theorist is allowed his fortune after he went after dead children (saying they were actors, who were not dead according to sources). I wonder where that will go, because as I see it, it will be the tinder spark America will be set on fire. At that point all bets are off and I reckon that most ‘New-Americans’ will run to the nearest airport. This might merely be my speculation and optionally a wrong one. But that is how I see it.

Beyond that, the losses that America is having and when all the numbers come out, the second stage is reached and whomever thought they had a retirement, they will all try to collect on whatever possible. 

It is a hard setting and I hope I am wring, because this collapse will fall over Japan and Europe pretty much soon thereafter. Connected currencies will take a massive tumble.

Have a great day, if that is presently at all possible. 

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October 10, 2025 · 20:54

Under Conceptual Construction

I just got hit with an idea (as ideas go). You see, I am from the world of Business Intelligence and Market Research and and idea just hit me. The setting is that data tends to be ‘humanized’, but what if it wasn’t? That is the central setting because the European GDPR has laws in place and I just thought of a way ‘around’ it. So take a setting where any MR firm requires data, but they cannot get that data because of the GDPR ‘complications’, so what is the actual issue? That doesn’t matter because Amazon, Google, IBM, Oracle and Snowflake have a way around that (Well a few more, but they do not matter). So take the next image

We have three top line population and it could be set to anyone (in that area) and as we set that population they are created a nearly unique number and never repetitive and that population gets exported, the numbers are. The MR people on the right get that number they populate the questionnaire(s) and it is send pack to the people on the left. Then that group sends out the questionnaires, the data is collected and send back to the group on the right. I reckon that this would be a nice challenge for Amazon and Snowflake I reckon. This might become an entire business unit and with privacy laws as they are placed in Europe, there might be a larger interest to seek such services. No hidden settings and all at the customers need and the consumers willingness to comply. I reckon that this might work, because as I see it, these Market Research people will see a dwindling of panel populations rather quickly in the next few years and then? Well, it would be up to them to think of a new setting, in the meantime I came up with this idea. And feel free to shoot it down straight off the bat and that is fine. As I said, it was just an idea grabbing me and as I was contemplating other venues. For that matter, how many interested parties would that bring in the Middle East and the Far East? 

Good business is all where you find it and I think I found a population and an optionally interested partner. The question now becomes can these so called ‘Agentic AI Pushers’ see the setting that is offered to them and can it pass the General Data Protection Regulation requirements? If so, we are in business. Just another idea from yours truly. Time to create another gaming IP I reckon, time to flex that grey matter under my skullcap.

Have a great day (again).

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October 7, 2025 · 10:14

The crunch to become

That is the setting and it remains to be seen as to where the crush will end up being. This morning I was surprised by a story in CDOTrends (at https://www.cdotrends.com/story/4729/how-agentic-analytics-replacing-bi-we-know-it) where Artyom Keydunov gives us ‘How Agentic Analytics Is Replacing BI as We Know It’ this is his view and as the co-founder and CEO of cube he is talking in his own street and that is his right. The issue with the article that it is really good, but there are some issues (from my point of view). The start is (optionally) great and with “For over two decades, the business intelligence (BI) dashboard has been the primary interface between data teams and decision-makers. These visualizations, charts, and KPIs have been invaluable tools for understanding what is happening inside a business. But in 2025, the dashboard model is showing its age. In a world where data moves at the speed of cloud transactions, connected devices, and global markets, static dashboards can no longer keep up. By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed. Business leaders want answers, not just visualizations, and they want those answers as events unfold. A new approach, driven by AI and automation, is emerging to fill this gap.” There is merely spoken truth here and he is correct, but the Dashboard was ‘thought’ of by a Business Intelligence analyst and that tends to have hidden settings as that tends to be the case and the more it is set to the BI industry it was designed for, the better that tool tends to be. So when we see “By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed” is not incorrect, but there is a time gap, we get that and the better the tool, the smaller the gap and as the designing analyst is better the more precise the tool becomes regardless of gap. So now we get to the ‘Agentic Analytics’ of the matter. It is programmed and based on the data it is trained on. Now, if this is all in-house data, that tends to be OK, but there is still the programmer and that is the culprit of the story. You see a programer is as good as the explainer hands him his data (tends to be a sales person) and that is already the issue. Sales persons are set to the blinkers then have (like pupils shaped as dollar signs) not the most eloquent setting to begin with. 

So then we get to “The static nature of dashboards has made them a bottleneck in modern analytics. They rely on the user to know what question to ask, when to ask it, and how to interpret the results. When organizations scale, the proliferation of dashboards often leads to confusion rather than clarity. A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions.” This is a truth and a half no matter how you tweak it. And the stage of “proliferation of dashboards often leads to confusion rather than clarity” is set to the organiser behind this and that tends to be a salesperson, CEO or CFO, as such money is the operative word and Agentic Analytics (AA) is set to data and clarity of collected data and upgrading this won’t make the data more clear, it merely showed how the dashboard fell short of what’s needed. So when we get to the ‘good’ part with “A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions” we see the gap in the entire AA setting. It isn’t less confusing, the tweaked set of data is likely misrepresenting what was needed in the first place and I will grant you that this is my view on the data. I have seen dozens of cases where that was the case and in some cases it was with people managing data the size of a Fortune 500 company. So as we get to the really good part, Artyom Keydunov tells us “The promise of agentic analytics depends on trust. Without robust data governance, AI-powered systems risk surfacing misleading or inconsistent insights — and worse, they might automate actions based on flawed assumptions.” This is a powerful statement, it is not the trust part, this is inherently drawn from the loyalty a firm instills, it is “they might automate actions based on flawed assumptions” you see, ‘flawed assumptions’ is the key here and it is with many dashboards and as such with AA solutions as well. That just gave me an idea (perhaps cube has this) there is a between setting where the app could have documentation in the ‘second tier’ a setting where a document cog could be embedded in the software solution that is merely accessible at the core company that made this setting. So where some see “growth margin per quarter” the hidden blockchain will refer to that setting and the documentation will set the parameters for inspection. It could be any kind of blockchain with the setting of corporation – application – sequential counter and that is documented. You see, it is not what is now that matter, but in 5 years the reality of any solution (or AA) will require revision and wouldn’t it be great that you are able to vet what was (correct or not). So, now go back to any dashboard that was designed over 10 years ago and still in use. How many will not be able to tell you what was?

A simple setting merely shown to you and perhaps in your own firm there are several others. So make of this what you want. The article is quite good and even as it is talking in the street of Cube, it shows some common grounds we all need to have before we all go the way of the Dodo because AI told us to do just that and we end up at the edge of a cliff like darling little lemmings and when we realise we are at a cliff, the lemming behind us its pushing us in the back making us fall over. Nice ride, don’t you agree?

So have a great day and for me a new coffeeshop open tomorrow, so another option to try pointing myself for the simple reason that only the once trusted coffeemaker knew how we wanted our coffee, just like the users of a dashboard now relying on some AA that we are supposed to do it their way (which might not be wrong).

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October 5, 2025 · 15:26

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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