Tag Archives: AI

July 12, 2025 · 05:34

IT said vs IT said

This is a setting we are about to enter. It was never rocket science, it was simplicity itself. And I mentioned it before, but now Forbes is also blowing the trumpet I mentioned in a clarion call in the past. The article (at https://www.forbes.com/councils/forbestechcouncil/2025/07/11/hallucination-insurance-why-publishers-must-re-evaluate-fact-checking/) gives us ‘Hallucination Insurance: Why Publishers Must Re-Evaluate Fact-Checking’ with “On May 20, readers of the Chicago Sun-Times discovered an unusual recommendation in their Sunday paper: a summer reading list featuring fifteen books—only five of which existed. The remaining titles were fabricated by an AI model.” We have seen these issues in the past. A Law firm stating cases that never existed is still my favourite at present. We get in continuation “Within hours, readers exposed the errors across the internet, sharply criticizing the newspaper’s credibility. This incident wasn’t merely embarrassing—it starkly highlighted the growing risks publishers face when AI-generated content isn’t rigorously verified.” We can focus on the setting about the high cost of AI errors, but as soon as the cost becomes too high, the staters of this error will get a Trump card and settle out of court, with the larger population being set in the dark on all other settings. But it goes into a nice direction “These missteps reinforce the reality that AI hallucinations and fact-checking failures are a growing, industry-wide problem. When editors fail to catch mistakes before publication, they leave readers to uncover the inaccuracies. Internal investigations ensue, editorial resources are diverted and public trust is significantly undermined.” You see, verification is key here and all of them are guilty. There is not one exception to this (as far as I can tell), there was a setting I wrote about this in 2023 in ‘Eric Winter is a god’ (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) there on July 5th, I noticed a simple setting that Eric Winter (that famous guy from the Rookie) played a role in The Changeling (with the famous actor George C. Scott). The issue is two fold. The first is that Eric was less than 2 years old when the movie was made. The real person was Erick Vinther (playing a Young Man(uncredited)) This simple error is still all over Google, as I see it, only IMDB has the true story. This is a simple setting, errors happen, but in over 2 years that I reported it, no one fixed this. So consider that these errors creep into a massive bulk of data, personal data becomes inaccurate, and these errors will continue to seep into other systems. The fact that Eric Winter at some point sees his biography riddled with movies and other works where his memory fades under the guise of “Did I do this?”. And there will be more, as such verification becomes key and these errors will hamper multiple systems. And in this, I have some issues on the setting that Forbes paints. They give us “This exposes a critical editorial vulnerability: Human spot-checking alone is insufficient and not scalable for syndicated content. As the consequences of AI-driven errors become more visible, publishers should take a multi-layered approach” you see, as I see it, there is a larger setting with context checking. A near impossible setting. As people rely on granularity, the setting becomes a lot more oblique. A simple  example “Standard deviation is a measure of how spread out a set of values is, relative to the average (mean) of those values.” That is merely one version, the second one is “This refers to the error in a compass reading caused by magnetic interference from the vessel’s structure, equipment, or cargo.” 

Yet the version I learned in the 70’s is “Standard deviation, the offset between true north and magnetic north. This differs per year and the offset rotates in eastern direction in English it is called the compass deviation, in Dutch the Standard Deviation and that is the simple setting on how inaccuracies and confusions are entered in data settings (aka Meta Data) and that is where we go from bad to worse. And the Forbes article illuminates one side, but it also gives rise to the utter madness that this StarGate project will to some extent become. Data upon data and the lack of verification. 

As I see it, all these firms relying on ‘their’ version of AI and in the bowels of their data are clusters of data lacking any verification. The setting of data explodes in many directions and that lack works for me as I have cleaned data for the better pat of two decades. As I see it dozens of data entry firms are looking at a new golden age. Their assistance will be required on several levels. And if you doubt me, consider builder.ai, backed my none other than Microsoft and they were a billion dollar firm and in no time they had the expected value of zero. And after the fact we learn that 700 engineers were at the heart of builder.ai (no fault of Microsoft) but in this I wonder how Microsoft never saw this. And that is merely the start. 

We can go on on other firms and how they rely on ai for shipping and customer care and the larger setting that I speculatively predict is that people will try the stump the Amazon system. As such, what will it cost them in the end? Two days ago we were given ‘Microsoft racks up over $500 million in AI savings while slashing jobs, Bloomberg News reports’, so what will they end up saving when the data mismatches will happen? Because it will happen, it will happen to all. Because these systems are not AI, they are deeper machine learning systems optionally with LLM (Large Language Modules) parts and as AI are supposed to clear new data, they merely can work on data they have, verified data to be more precise and none of these systems are properly vetted and that will cost these companies dearly. I am speculating that the people fired on this premise might not be willing to return, making it an expensive sidestep to say the least. 

So don’t get me wrong, the Forbes article is excellent and you should read it. The end gives us “Regarding this final point, several effective tools already exist to help publishers implement scalable fact-checking, including Google Fact Check Explorer, Microsoft Recall, Full Fact AI, Logically Facts and Originality.ai Automated Fact Checker, the last of which is offered by my company.” So here we see the ‘Google Fact Check Explorer’, I do not know how far this goes, but as I showed you the setting with Eric Winter has been there for years and no correction was made. Even as IMDB doesn’t have this. I stated once before that movies should be checked against the age the actors (actresses too) had at the time of the making of the movie. And flag optional issues, in the case of Eric Winter a setting of ‘first film or TV series’ might have helped. And this is merely entertainment, the least of the data settings. So what do you think will happen when Adobe or IBM (mere examples) releases new versions and there is a glitch setting these versions in the data files? How many issues will occur then? I recollect that some programs had interfaces built to work together. Would you like to see the IT manager when that goes wrong? And it will not be one IT manager, it will be thousands of them. As I personally see it, I feel confident that there are massive gaps in the assumption of data safety of these companies. So as I introduced a term in the past namely NIP (Near Intelligent Parsing) and that is the setting that these companies need to fix on. Because there is a setting that even I cannot foresee in this. I know languages, but there is a rather large setting between systems and the systems that still use legacy data, the gaps in there are (for as much as I have seen data) decently massive and that implies inaccuracies to behold. 

I like the end of the Forbes article “Publishers shouldn’t blindly fear using AI to generate content; instead, they should proactively safeguard their credibility by ensuring claim verification. Hallucinations are a known challenge—but in 2025, there’s no justification for letting them reach the public.” It is a fair approach, but there is a rather large setting towards the field of knowledge where it is applied. You see, language is merely one side of that story, the setting of measurements. As I see it (using an example) “It represents the amount of work done when a force of one newton moves an object one meter in the direction of the force. One joule is also equivalent to one watt-second.” You see, cars and engineering use Joule in multiple ways, so what happens when the data shifts and values are missed? This is all engineer and corrector based and errors will get into the data. So what happens when lives are at stake? I am certain that this example goes a lot further than mere engineers. I reckon that similar settings exist in medical application, And who will oversee these verifications?

All good questions and I cannot give you an answer, because as I see it, there is no AI, merely NIP and some tools are fine with Deeper Machine Learning, but certain people seem to believe the spin they created and that is where the corpses will show up and more often than not in the most inconvenient times. 

But that might merely be me. Well time for me to get a few hours of snore time. I have to assassinate someone tomorrow and I want it too look good for the script it serves. I am a stickler for precision in those cases. Have a great day.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , , , , , ,

July 11, 2025 · 06:03

All Is Not Over

Yup that is the setting and it is a conundrum to say the least. Before I go into the explaining setting. I might need to refresh a few minds. There is no AI, Artificial doesn’t exist (yet). As I see it three components are missing and that is fine. We are making headway in this and some have one element in place. The other two are missing. So I have been speaking out against those AI ‘losers’ and it seems that no one else is listening. That’s fair. Why would you believe me over dozens of greed driven sales people. Then this morning (way too early) I saw something pass by on LinkedIn. It was brilliant, I never thought of this (I do miss parts at times) and the image below

Gives you the goods. Consider the ‘constraints’ of and actual AI. Consider the constraints of 5 AI’s. Now I take the assumption that this was all on the up and up. It is a leap, I know this. For all concerned, the poster was yanking all our chains, so you can test this yourself. Take a room with 5 strangers, ask them the simple question to pick a random number between 1 and 50 and write this on a pice of paper. Then all show them at the same time. Now if they are different people (I am referring to the old joke that all teenage boys will come up with 69 dude (and this was averted with the range 1-50) but seriously. Take 5 random people and optionally 2 might have the same answer, but for all 5 ‘proclaimed’ AI systems to give the same number is utterly impossible. 

Is it?
Well, that is the question. If they are founded on the same algorithm, there are optional gaps, then there is the setting that the data is founded on exactly the same amounts, as such I say impossible. A computer (any computer) has logics, hardware, algorithms and data. If they are all identical (which does not seem the case) the answers should be the same. But to get 5 identical answers is a drastic setting after all big tech is shedding jobs due to AI. If the image was true, the larger truth that companies need to shed jobs as they foresee a much larger economic clash. I was already on that page, but now more can do this to. Consider that this so called AI is being pushed onto support and customer care. Now consider that they all have the same flakes and errors. How many support and customer care jobs will set companies to collapse? It is an honest question. Where do you go when the company you are giving your money to is merely walking the beat towards average? A place where populism (aka the statistically most viable answer) is given?

A setting where we are merely the crunched number and not given the excellent quality support we are entitled to? I am not kidding, but this is the setting all the big tech companies are going for. All to look good on paper and that is what I see evolving. You can bitch all you like on Microsoft and Builder.ai where seemingly the AI work was done by 700 engineers. Microsoft backed the solution all whilst there was nothing to be seen on how 700 engineers were supported by hardware and software. Then we get to all systems with verifications and these elements should reveal that if AI was the real deal these systems could never have given all the same random number. 

So, all is not over. For the simple reason that if this happens, these companies need to find 61,000 people and this gives me the setting that dataconomy.com gives with “Microsoft’s Chief Commercial Officer, Judson Althoff, stated this week that the company saved over $500 million in its call center last year through the use of AI tools. This announcement follows a series of internal remarks concerning productivity gains across sales, customer service, and software engineering, as reported by Bloomberg during a recent presentation.” When these tools start bungling their job as the data becomes an issue (I see the 5 random numbers as ‘evidence’). You see, you cannot have on and not the other. I am mentioning Microsoft in this case as the quote was there, but as I see it, IBM, Amazon and Google will all have the same issue soon enough. And the first one that realizes this will get the first grasp in the 61,000 people and the last one gets the least impressive people of the bunch. And at what point will someone figure out what the price tag is on the $500 million in savings? 

It is a setting without any good end. And in the end, if the setting was faked, my conclusions are equally debatable. I will disagree as I came to this point through different means and this example was merely the icing on the cake. And I love it, because I never thought of this setting. We all miss things and I am no different. So I laugh as I saw the article as the example given was nothing short of ‘quite excellent’. As such I start the day with a smile as I enjoy being pointed at overlooking an element. That’s the person I am.

So, you all have a great day as I am starting fish day today (from young I was told Friday is fish day). Did the AI you are all embracing give you that translation and the reason why? It is a mere jab at the setting as this reenforces the verification of data. A setting I saw to be the achilles heel of that StarGate project. It is a mere $500,000,000,000 project, but that will not stop me from illustrating the situation and whilst other say that I don’t have the power to do anything. I merely counter it that these centers are unlikely to have the power to keep it going, you see power is more than an element, it becomes the biggest evil of the lot.

As stated, have a great day.

Leave a comment

Filed under Finance, IT, Science

Tagged as , , , , , , , , , , , ,

July 5, 2025 · 14:27

Honey and ladders

Yup, it sounds and is a Childs game. It is based on the old original Snakes and ladders, which I haven’t played since the 70’s I reckon. I saw this Childs game in a larger version in a place called Burwood. Where the honey is the decline and the ladders go up. It is a simple game and this game only has 36 squares. A simple game with a roof in the open as such parents gets to have fun with their children, or even children playing together. A small 30 minutes of joy I reckon.

Still a game with a few natural settings. There is joy and less joy and it takes you on the rollercoaster of high and low. A setting that the American Administration has never apparently seen as the Independent (at https://www.independent.co.uk/news/world/americas/us-politics/us-tourism-decline-trump-policies-b2782820.html) gives us ‘US is the only country facing tourism decline as Trump policies to cost $29 billion in visitor revenue: study’, although I don’t completely agree with the setting as America is the only country facing a tsunami of abandonment   and as such I reckon the the word ‘decline’ is not incorrect, it is merely highly misleading when we look at the ‘decline’. I wrote about it earlier, but the numbers have drastically increased and a country that has so little going for it needs all the marbles they can muster. As such we might stop at “Amid the president’s immigration crackdown, travel bans and sweeping global tariffs, the U.S. is expected to be the only one out of 184 countries to see foreign visitor spending fall in 2025, according to the World Travel and Tourism Council.” With the addition of “The study suggests that the U.S. economy is on track to lose $12.5 billion in international spending this year alone – but the actual shortfall might be much greater.” This implies that the amount of small businesses that go down is vastly understated and America will be on route of the largest unemployment wave they have seen in decades. It does not help that Microsoft is laying of another 9000 people, IBM laid of 8000, just to rehire them (I reckon that they have new contract stipulations), Meta gets rid to up to 20% for teams over 150 men, so the total isn’t visible to me, but when you add the numbers. TechCrunch gives us that 2025 will be at the expense of over 22,000 jobs. So, I reckon that Aramco might be shopping for willing people as it is massively expanding. So in this new settling atmosphere the decline of 29 billion is more than bad news and in the meantime the wannabe influencers on YouTube are exploding that bad news through the same story edited in new ways with different examples making the impact seem wore than it is. Don’t get me wrong, 29 billion is plenty bad, but you don’t need to exploit it twice over. I reckon this is done to get more followers. Not a game I am willing to play mind you.

Still the bad news is apparently taken in strides with the America Administration at this point. As such whilst the Guardian gives us “US adds 147,000 jobs in June, surpassing expectations amid Trump trade war”, so was this including the 8,000 jobs that IBM added whilst firing them in the first place? A setting that the byline hands us with “Economists anticipated drop, but 8,000 new positions were added in June compared with May, with unemployment rate down to 4.1%” what a coincidence, did IBM just rehire these people? Is it therefor a new job or a rehired job? I actually don’t know and that is the ‘enigma’ of black bookkeeping based on ‘active’ souls. I will have to ask Mephisto when I see him again. 

In other news, there is a growing concern for the economy, the news comes from Fox, so take this in stride as they have shown a few times to butter the bacon. The news ‘Americans trapped in side hustle economy as 9-to-5 jobs no longer pay the bills’ and I personally feel that the setting that players like Uber Eats bring. I reckon that this is the kind of side hustle that comes with hidden traps (they say they don’t but I reckon that people assume a few matters, while these players leave them in the dark for a reason. As such, things like Fuel, insurance and a few other settings are not (as I personally see them) clearly defined. There is the setting of “account hacking and unauthorized orders.” As such I get that one such an issue and your day income is pretty much gone. As such (and Uber Eats is not the only player in town) there are a few settings where the danger to side-hustles is the larger danger to the income over all. This will come to blows soon enough. I reckon that before the end of summer a few situations will get out of hand and this will mean that there is another down wind hitting the industries. Because these restaurants will depend on deliveries. And without deliveries, you are a food place in the middle of nowhere with no place to go. 

Adding these elements together and you do not have great news. More like a tragedy of unbridled proportions. And whilst this morning the Financial Review gives us ‘Trump plans to start notifying countries of US tariffs of up to 70pc’, I reckon the bloc of nations that will set new borders towards normalizing the stage they have with nations that were previously seen as ‘hostile as per American notice’, there is even a larger concern that some of these nations might enter the bloc with China, lets face it, they have nothing more to lose and as such America loses a lot more than they bargained for a educational step that honey and ladders bring. The steps you need to take to get to the next ladder to cross. And this game is rigged by governments themself. A setting we rarely see, but now with the EU, in disarray, the chance is more likely then not that China gets to call EU ministers and offer ‘a helping hand’, this implies the losses of a lot more billions and actually bring hardship to the American tech as these people will now consider change. Consider Huawei, TikTok, Tencent and Alibaba. How much damage can they do to the American economy? And when the EU and the United Kingdom are convinced. How much effort does China need to make to get Australia and New Zealand on board? At that point the only ‘ally’ America has is the one they pissed of the most (yes, it is Canada). Is this scenario beyond realism? I don’t think so and the setting that America with Tariffs and Tourism gave us was a mere start of more and the setting that we were ‘sullied’ into a complacent setting of what democracy is.

As such the EU and others are now seeing America as the big evil, not the liberator, but the bully that stops democracy. In this, this morning I was given an image as to what America is. It is a strong view of what the ‘anti-Americans’ see America developing in. I am not on their level. I am merely anti-stupid and I am seeing way too much of that too.

So have a great day and consider what you stand with and what you remain silent about. For me it is easy, as a Commonwealthian I am massively pro-Canada. It is really that simple. So any move America makes against Canada, I see it personal as all those in the Commonwealth need to see this (Australia, New Zealand, United Kingdom and of course Canada self). So when your intelligence apparatus pisses off 4 of the 5 parties in your intelligence system. How much of a system do you really have left? That is the setting China was hoping for and when you consider the acts that America did in its pro-Russia views, the line is cast and China realizes that it can continue without Russia, as it now has a clear stage where it might get the Commonwealth and the EU align with them. A setting that gets too many benefits and ends the dollar as a currency. Did you think I forgot about that? The EU is set to 450 million people, the full Commonwealth is set to 2.5 Billion. As such that becomes 36% of the global population, the Arabic nations is already switching away from America (to a degree), so when American tech is holding onto their version of AI, the setting seems to be one of desperation, when this comes to blows, they need to be out of the realm of victimisation and that is where we are. A comedy that turned to tragedy yesterday and the people are hoping for a nice twist so they can laugh again and I am not sure if that is a possibility. You think I was trying to sell my IP to the Arabian countries on a whim? I reckon that the setting soon will be that this is the only place that might be able to buy it. As I see it American companies will soon deal in swap trades and IOU invoices. When that happens you better believe that the last stage is on route to your point of view. That is merely how I see it and I have been trying to make strides in that direction. I might be a millionaire, but when 9800 millionaires move to the UAE, you better believe that the gig is about to be up.

Have a great day this Saturday, Vancouver will catch up with us in under 170 minutes.

Leave a comment

Filed under Finance, IT, Media, Politics, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , ,

June 17, 2025 · 22:10

SYSMIS(plenty)

Yes, this is sort of a hidden setting, but if you know the program you will be ahead of the rest (for now). Less then an hour ago I saw a picture with Larry Ellison (must be an intelligent person as we have the same first two letters in our first name). But the story is not really that, perhaps it is, but i’ll get to that later.

I will agree with the generic setting that most of the most valuable data will be seen in Oracle. It is the second part I have an issue with (even though it sounds correct), yes AI demands is skyrocketing. But as I personally see it AI does not exist. There is Generic AI, there are AI agents and there are a dozen settings under the sun advocating a non existing realm of existence. I am not going into this, as I have done that several times before. You see, what is called AI is as I see it mere NIP (Near Intelligent Parsing) and that does need a little explaining. 

You see, like the old chess computers (90’s) they weren’t intelligent, they merely had in memory every chess game ever played above a certain level. And all these moves were in these computers. As such there was every chance that the chess computer came into a setting where that board was encountered before and as such it tried to play from that point onwards. It is a little more advanced than that, but that was the setting we faced. And would you have it, some greed driven salesperson will push the boundary towards that setting where he (or she) will claim that the data you have will result in better sales. But (a massive ‘but’ comes along) that is assuming all data is there and mostly that is never the case. So if we see the next image

You see that some cells are red, there we have no data and data that isn’t there cannot be created (sort of). In Market Research it is called System Missing data. They know what to do in those case, but the bulk of all the people trying to run and hide behind there data will be in the knowing nothing pool of people. And this data set has a few hidden issues. Response 6 and 7 are missing. So were they never there? Is there another reason? All things that these AI systems are unaware of and until they are taught what to do your data will create a mess you never saw before. Sales people (for the most) do not see it that way, because they were sold an AI system. Yet until someone teaches them what to do they aren’t anything of the sort and even after they are taught there are still gaps in their knowledge because these systems will not assume until told so. They will not even know what to do when it goes wring until someone tells them that and the salespeople using these systems will revert to ‘easy’ fixes, which are not fixes at all, they merely see the larger setting that becomes less and less accurate in record time. They will rely on predictive analytics, but that solution can only work with data that is there and when there is no data, there is merely no data to rely on. And that is the trap I foresaw in the case of [a censored software company] and the UAE and oil. There is too much unknowns and I reckon that the oil industry will have a lot more data and bigger data, but with human elements in play, we will see missing data. And the better the data is, the more accurate the results. But as I saw it, errors start creeping in and more and more inaccuracies are set to the predictive data set and that is where the problems start. It is not speculative, it is a dead certainty. This will happen. No matter how good you are, these systems are build too fast with too little training and too little error seeking. This will go wrong. Still Larry is right “Most Of The World’s Valuable Data Is in some system”

The problem is that no dataset is 100% complete, it never was and that is the miscalculations to CEO’s of tomorrow are making. And the assumption mode of the sales person selling and the sales person buying are in a dwindling setting as they are all on the AI mountain whilst there is every chance that several people will use AI as a gimmick sale and they don’t have a clue what they are buying, all whilst these people sign a ‘as is’ software solution. So when this comes to blows, the impact will be massive. We recently saw Microsoft standing behind builder.ai and it went broke. It seems that no one saw the 700 engineers programming it all (in this case I am not blaming Microsoft) but it leaves me with questions. And the setting of “Stargate is a $500 billion joint venture between OpenAI, SoftBank, Oracle, and investment firm MGX to build a massive AI infrastructure in the United States. The project, announced by Donald Trump, aims to establish the US as a leader in AI by constructing large-scale data centers and advancing AI research. Initial construction is underway in Texas, with plans for 20 data centers, each 500,000 square feet, within the next five years” leaves me with more questions. I do not doubt that OpenAI, SoftBank and Oracle all have the best intentions. But I have two questions on this. The first is how to align and verify the data, because that will be an adamant and also a essential step in this. Then we get to the larger setting that the dat needs to align within itself. Are all the phrases exact? I don’t know this is why I ask and before you say that it makes sense that they do but reality gives us ‘SQUARE-WINDOWED AIRPLANES’ 1954 when two planes broke apart in mid-flight because metal fatigue was causing small cracks to form at the edges of the windows, and the pressurized cabins exploded. Then we have the ‘MARS ORBITER’ where two sets of engineers, one working in metric and the other working in the U.S. imperial system, failed to communicate at crucial moments in constructing the $125 million spacecraft. We tend to learn when we stumble that is a given, so what happens when issues are found in the 11th hour in a 500 billion dollar setting? It is not unheard of and as I saw one particular speculative setting. How is this powered? A system on 500,000 square feet needs power and 20 of them a hell of a lot more. So how many nuclear reactors are planned? I actually have an interesting idea (keeping this to me for now). But any computer that leaks power will go down immediately and all those training time is lost. How often does that need to happen for it to go wrong? You can train and test systems individually but 20 data centers need power, even one needs power and how certain is that power grid? I actually saw nothing of that in any literature (might be that only a few have seen that), but the drastic setting from sales people tends to be, lets put in more power. But where from? Power is finite until created in advance and that is something I haven’t seen. And then the time setting ‘within the next 5 years’ As I see it, this is a disaster waiting to happen. And as this starts in Texas, we have the quote “According to Texas native, Co-Founder and CFO of Atma Energy, Jaro Nummikoski, one of the main reasons Texas struggles with chronic power outages is the way our grid was originally designed—centralized power plants feeding energy over long distances through aging infrastructure.” Now I am certain that the power-grid of a data centre will be top notch, but where does that power come from? And 500,000 sqft needs a lot of power, I honestly do not know how much One source gave me “The facilities need at least 50 Megawatts (MW) of power supply, but some installations surpass this capacity. The energy requirements of the project will increase to 15 Gigawatts (GW) because of the ten data centers currently under construction, which equals the electricity usage of a small nation.” As such the call for a nuclear reactor comes to mind, yet the call for 15 GW is insane, and no reactor at present exists to handle that. 50MW per data center implies that where there is a data centre a reactor will be needed (OK, this is an exaggeration) but where there are more than one (up to 4) a reactor will be needed. So who was aware of this? I reckon that the first centre in Texas will get a reactor as Texas has plenty of power shortages and the increase in people and systems warrant such a move. But as far as I know those things will require a little more than 5 years and depending on the provider there are different timelines. As such I have reasons to doubt the 5 year setting (even more when we consider data). 

As such I wonder when the media will actually look at the settings and what will be achievable as well as being implemented and that is before we get to the training of data of these capers. As I personally (and speculatively) see it, will these data centers come with a warning light telling us SYSMIS(plenty), or a ‘too many holes in data error’ just a thought to have this Tuesday. 

Have a great day and when your chest glows in the dark you might be close to one of those nuclear reactors. 

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , ,

June 13, 2025 · 03:51

The changing of games

There is the thought that games are changing and the first question becomes ‘What games?’ And that would be a correct way of thinking. Whether you decide to kill the bullies and their connections, whether you stand up for yourself or if you become a lot less visible. The latter part is my preferred way, what doesn’t see you, will not hurt you. But in the 80’s I learned the hard way that always on the defense tends to be pointless, as such I would be inclined to scurry over to the kill side. It has the benefit that the the magicians of this world get plenty scared when the bunny bites them. They aren’t used to the sight of their own blood. They tend to cry and wonder why they can’t be bullies anymore. You see, at some point people have had enough. Some like me tend to weigh the consequences of being bullied or to eradicate them and live the fallout. At some point accepting the fact to be bullied no longer weighs high enough and when the Sydney Metropolitan police departments tend to do nothing, even as they have Brodies Law at hand, they prefer not to act. It only works so far. 

This story is important to the real deal, it is a story that ZDNet gives us (at https://www.zdnet.com/article/why-denmark-is-dumping-microsoft-office-and-windows-for-libreoffice-and-linux/) where we see that Denmark is now apparently ‘Why Denmark is dumping Microsoft Office and Windows for LibreOffice and Linux’ and in that setting I wonder if Danish voices might also float towards WPS Office (by Kingsoft), you see, ZDNet gives us “Denmark wants to claim “digital sovereignty.” In the States, you probably haven’t heard that phrase, but in the European Union, digital sovereignty is a big deal and getting bigger.” I see that this is one avenue I never considered. Oh, I’ve heard the term. Yet the larger setting is not what I have heard, but what is behind it. Denmark is likely furious by some bully that wants of annex Greenland (an island West of Denmark a mere 2.166 million km²) and they are decently angry and this was the first setting. After being fed up with the Trump stage, they decided to take Microsoft out of the equation. At that point a lot of settings that ‘drip’ into American data settings and in this the first stone is cast. You see, President Trump might seem to think that business will adjust towards American standards, but that is a little delusional. You see, Microsoft is seen as a 3.56 trillion company, but behind that is a towering amount of debts as well. The totality of debts is according to some A$93.09 Billion. This might not seem as much, but what ‘victories’ have Microsoft made? What spin actually represents revenue? Microsoft is all about revenue and net profit, yet the larger setting becomes “In Q3 2025, Xbox gaming revenue decreased by 7% year-on-year, but content and service sales increased by 8%.” So Microsoft sets a plus to diminish the minus, yet the larger station is that they lose a lot more than they gain, for what is the depending value of the 8% rise? It is not the same as based amount of the 7% drop. Microsoft is losing against Sony 3:1 and now that the Nintendo Switch 2 is out, these losses will merely increase overall. Whatever Microsoft has as a tablet doesn’t even dent the setting Apple has and as some see, their Azure state seemingly doesn’t hold a candle to the system some book dealer has (yes, it is AWS). Then we get the setting that their ‘edge’ yes, their browser only has a 5% market share against Google having 67%, Apple follows with 17%. Now how many failures can such a company hold? And now consider Huawei entering the field with HarmonyOS. Taking market share from both Android and iOS. That was the setting before today and now Denmark is seemingly the first to drop Microsoft for other paths in IT. So how long until Denmark convinces one of the other EU nations to follow suit? What losses will Microsoft endure before they sink some of their badly conceived projects? I don’t know, I am merely asking. 

As such Microsoft is speeding to get a lot of the HarmonyOS population, but as Kingsoft grows Microsoft diminishes and the that population never had much love for Microsoft and America to begin with. And we see part of this with “EU leaders are seeking to reduce Europe’s dependence on foreign technology providers, primarily those from the United States, and to assert greater control over its digital infrastructure, data, and technological future.” And another part is that they’re concerned about who controls European data, who sets the rules, and who can potentially cut off access to essential services in times of geopolitical tension. And the tariff war doesn’t help. That setting instigated by President Trump is likely to ht Microsoft faster than they realise and what happens when these debts will rise as revenue decreases.

The next part is alleged settings and I have seen no evidence of this from other sources “President Donald Trump issued ICC sanctions. This order allegedly prompted Microsoft to lock the ICC’s Chief Prosecutor, Karim Khan, out of his email accounts, according to reports. This came after Microsoft chairman and general counsel, Brad Smith, had promised that the company would stand behind its EU customers against political pressure. Recently, however, Smith stated that Microsoft had not been “in any way [involved in] the cessation of services to the ICC,” according to Politico. When pressed, Microsoft failed to further explain how the email disconnection occurred.” That might (or not) be a complete answer. I have to add that the entire builder.ai fiasco is on the hands of Microsoft. They backed this and they never saw the 700 engineers programming what on existent AI was supposed to do. So where are these 700 systems, their OS and their Azure licenses? Wouldn’t that be firmly on the eyes of Satya Nadella? And as such, how was this worth a billion dollars? If Microsoft was entirely unaware they could be seen as incompetent (or at lease some people on the VP and higher list). If they did know there is a larger failing at Microsoft going on and as Denmark is allegedly dropping Microsoft, it is the start of a lot more bad news. But they can rely on spin to keep the eyes of others somewhere else.

And we see that (allegedly) see that in part with “Whether or not Microsoft cut services to an organization in response to Trump’s order, the fear that it could do so in the future remains. Before the Danish government announced its move, Denmark’s largest cities, Copenhagen and Aarhus, had already announced plans to phase out Microsoft software and cloud services.” So why allegedly? The setting is fear, not data and whilst we see the results we might see the wrong facts leading to this. As I personally see it “plans to phase out Microsoft software and cloud services” might be du to the fact that AWS is as I see it vastly superior (vastly might be overstating it) and fear could weasel in at any point, almost anywhere. Yet the likely accusation that Microsoft is the ‘bitch’ of President Trump or any American administration will be much harder to counter. It could set the tides against Microsoft in Denmark (for starters), Canada and McDonald islands (both users). So there is space to maneuver, yet Microsoft doesn’t do that and we are left with the accusation. And the larger setting that “In particular, the Danes are worried about Trump’s policies and that US political decisions could put public IT services at risk.” Is a decent fear to have in these days, as such Microsoft will be left holding the political bag. And Denmark is not alone here “Bart Groothuis, a Dutch member of the European Parliament, recently said, the EU “should go for a European cloud” since “Europe has a ‘problem’ with American cloud.”” I am not sure how this ‘computes’ in a downside for Microsoft, but the spin masters will have their hands full because that increases the Danish setting by 100% and there is no way telling what else is at risk and who else is to follow suit.

I saw a different variation of the ‘downfall’ of Microsoft, for the most their lack of actual innovation, their dependency on marketing spin (or whatever Microsoft calls it) and their failure to deliver in several fields. And their enemies are at the gates. After Microsoft failed the mobile markets (it is near zero) and as Huawei is gaining massive levels and Microsoft is losing market share after market share and Denmark clearly showed that they see Microsoft not as a partner but as a threat. As such I have to wonder, in what field will Microsoft fail next?

Have a great day.

1 Comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , ,

May 30, 2025 · 15:34

The size of that

Something no woman has ever sad to me, but that is for another day. You see, the story (at https://www.datacenterdynamics.com/en/news/saudi-arabias-ai-co-humain-looking-for-us-data-center-equity-partner-targets-66gw-by-2034-with-subsidized-electricity/) In this DCD ( Data Center Dynamics) gives us ‘Saudi Arabia’s AI co. Humain looking for US data center equity partner, targets 6.6GW by 2034 with subsidized electricity’ and they throw numbers at us. First there is the money “Plans $10bn venture fund to invest in AI companies”, which seems fair enough. But after that we get “The company said that it would buy 18,000 Nvidia GB300 chips with “several hundred thousand” more on the way, that it was partnering with AWS for a $5bn ‘AI Zone,’ signed a deal with AMD for 500MW of compute, and deployed Groq chips for inference.” I reckon that will split and split again, the shares of Nvidia. Then we get the $5 billion AI zone and then the AMD deal for 500MW of compute and deployed Groq chips for a conclusion reached on the basis of evidence and reasoning. Yes, that is quite the mouthful. After that we get a pause for the “How much of Humain’s data center focus will be on Saudi-based facilities is unclear – its AMD deal mentions sites in the US.” As such, we need to see what this is all about and I am hesitant to mention conclusions for a field that I am not aware of. Yet, the nagging feeling is in the back of my mind and it is jostling in an annoying way. You see, lets employ somewhat incorrect math (I know it is not a correct way). Consider 18,000 computers draining the energy net of 500 watt per system per second. That amounts to 9,000 GW energy (speculatively), and that is just the starting 18,000. As such the setting will be several times the amount needed for fueling these AI centers. Now, I know my calculations are widely of and we are given “At first, it plans to build a 50MW data center with 18,000 Nvidia GPUs for next year, increasing to 500MW in phases. It also has 2.3 square miles of land in the Eastern Province, which could host ten 200MW data centers.” I am not attacking this, but when we take into consideration that amount of energy requirements for processors, storage, cooling and maintaining the workflow my head comes up short (it usually does) and the immediate thought is where is this power coming from? As I see it, you will need a decently build Nuclear reactor and that reactor needs to be started in about 8 hours for that timeline to be met. Feel free to doubt me, I already am. Yet the needed energy to fuel a 66GW Data centre of any kind needs massive power support. And the need for Huawei to spice up the data cables somewhat. As I roughly see it, a center like that needs to plough through all the spam internet it gets on a near 10 seconds setting. That is all the spam it can muster in a year per minute (totally inaccurate, but you get the point). The setting that the world isn’t ready for this and it is given to us all in a mere paragraph. 

Now, I do not doubt the intent of the setting and the Kingdom of Saudi Arabia is really sincere to get to the ‘AI field’ as it is set, but at present the western setting is like what builder thought it would be and overreached (as I see it) and fraudulently set the stations of what they believed AI was and blew away a billion dollars in no time at all (and dragged Microsoft along with it) as they backed this venture. This gives me donut (which I already had) on the AI field as the AI field is more robust as I saw it (leaning on the learnings of Alan Turing) and it is a lot more robust then DML (Deeper Machine Learning) and LLM (Large Language Models), it really is. And for that I fear for the salespeople who tried to sell this concept, because when they say “Alas, it didn’t work. We tried, but we aren’t ready yet”, will be met with some swift justice in the halls of Saudi Arabia. Heads will roll intuit instance and they had that coming as I foresaw this a while before 2034. (It is 2025 now, and I am already on that page). 

Merely two years ago MIT Management gave us ‘Why neural net pioneer Geoffrey Hinton is sounding the alarm on AI’ and there we get the thing I have warned about for years “In a widely discussed interview with The New York Times, Hinton said generative intelligence could spread misinformation and, eventually, threaten humanity.” I saw this coming a mile away (in 2020, I think) You see, these salespeople are so driven to their revenue slot that they forget about Data verification and data centers require and ACTUAL AI to drag trough the data verifying it all. This isn’t some ‘futuristic’ setting of what might be, it is a certainty that non-verified data breeds inaccuracies and we will get inaccuracy on inaccuracy making things go from bad to worse. So what does that look on a 66GW system? Well, for that we merely need to look back to the 80’s when the term GIGO was invented. It is a mere setting of ‘Garbage In, Garbage Out’ no hidden snags, no hidden loopholes. A simple setting that selling garbage as data leaves is with garbage, nothing more. As such as I saw it, I looked at the article and the throwing of large numbers and people thought “Oh yes, there is a job in there for me too” and I merely thought, what will fuel this? And band that, who can manage the see-through of the data and the verification process, because with those systems in place a simple act of sabotage by adding a random data set to the chain will have irreparable consequences in that data result. 

So, as the DCD set that, they pretty much end the setting with “By 2030, the company hopes to process seven percent of the globe’s training and inference workloads. For the facilities deployed in the kingdom, Riyadh will subsidize electricity prices.” And in this my thoughts are Where is that energy coming from?” A simple setting which comes with (a largely speculative setting) that such a reactor needs to be a Generation IV reactor, which doesn’t exist yet. And in this the World Nuclear Association in 2015 suggested that some might enter commercial operation before 2030 (exact date unknown), yet some years ago we were given that the active member era were “Australia, Canada, China, the European Atomic Energy Community (Euratom), France, Japan, Russia, South Africa, South Korea, Switzerland, the United Kingdom and the United States” there is no mention of the Kingdom of Saudi Arabia and I reckon they would be presenting all kinds of voices against the Kingdom of Saudi Arabia (as well as the UAE) being the first to have one of those. It is my merely speculative nature to voice this. I am not saying that the Economic Simplified Boiling Water Reactor (ESBWR) is a passively safe generation III+ reactor could not do this, but the largest one is being build by Hitachi (a mere 4500MW) and it is not build yet. The NRC granted design approval in September 2014, and it is currently not build yet. That path started in 2011. It is 2025 now, so how long until the KSA gets its reactor? And perhaps that is not needed for my thoughts, but we see a lot of throwing of numbers, yet the DCD kept us completely in the dark on the power requirements. And as I see it the line “Riyadh will subsidize electricity prices” does not hold water as the required energy settings are not given to us (perhaps not so sexy and it does make for a lousy telethon) 

So I am personally left with questions. How about you? Have a great day and drink some irradiated tea. Makes you glow in the dark, which is good for visibility on the road and sequential traffic safety.

Leave a comment

Filed under Finance, IT, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

May 28, 2025 · 02:15

The call for investors

That is at present the larger setting, everyone wants investors and they all tend to promise the calf with golden horns. As I see it, investing in gold mining, Oil mining and a few others are near dead certain return on investments. The larger group that will seemingly want to invest in AI, the new hype word. Still, considering that Builder.ai went from a billion plus to zilch is a nice example what  Microsoft backed solutions tend to give. You see, the larger picture that everyone is ignoring is that it was baked by Microsoft. Now, this might be OK, because Microsoft is a tech company. But consider that Builder.ai (previous known as Engineer.ai) was supposed to be all ‘good’, yet the media now reports ‘Builder.ai Collapsed After Finding Sales ‘Inflated By 300 Percent’’ This leads me to believe that there was  larger problem with this DML/LLM solution. Another source gives us ‘Builder.ai’s Collapse Exposes Deceptive AI Claims, Shocking Major Investors’ and another source gives us ‘Builder.ai collapse exposes dangers of ‘FOMO investing’ in AI’ yet that is nothing compared to what I said on November 16th 2024 in ‘Is it a public service’ (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) where I stated ““a US strategy to prevent a Chinese military tech grab in the Gulf region” and it is my insight that this is a clicking clock. One tick, one tock leading to one mishap and Microsoft pretty much gives the store to China. And with that Aramco laughingly watches from the sidelines. There is no if in question. This becomes a mere shifting timeline and with every day that timeline becomes a lot more worrying.” With the added “But several sources state “There are several reasons why General AI is not yet a reality. However, there are various theories as to what why: The required processing power doesn’t exist yet. As soon as we have more powerful machines (or quantum computing), our current algorithms will help us create a General AI” or to some extent. Marketing the spin of AI does not make it so.” You see, the entire DML/LLM is not AI, as we can see from the builder.ai setting (a little presumptuous) of me, but the setting that we get inflated sales and then the Register ended their article with “The fact that it wasn’t able to convince enough customers to pay it enough money to stay solvent should give pause to those who see generative AI as a replacement for junior developers. As the experience of the unfortunate Microsoft staffers having to deal with the GitHub Copilot Agent shows, the technology still has some way to go. One day it might surpass a mediocre intern able to work a search engine, but that day is not today.” Is perhaps merely part of the problem the “the technology still has some way to go” is astute and to the point, but it is not the larger problem. It reminded me of the old market research setting, take a bucket of data and let MANOVA sort it out. The idea that a layman can sort it out is hilarious. I have met over the last half a century less than a dozen people who know that they were doing. These people are extremely rare. So whenever I hear a student tell me that they had a good solution with MANOVA, my eyes were tearing with howls of deriving laughter. And now we see a similar setting. But the larger setting is not merely the coded setting of DML and LLM. It is the stage where data is either not verified or verified in the most shallow of situations. And now consider that stage with a 500 billion solution. Data is everything there and verification is one part of that key, a key too many are seeing aside because it is not sexy enough. 

And now we get to the investors who are in “Fear Of Missing Out”, for them I have a consolation price. You see, RigZone gave me (at https://www.rigzone.com/news/adnoc_suppliers_pledge_817mm_investment_for_uae_manufacturing-27-may-2025-180646-article/) hours ago ‘ADNOC Suppliers Pledge $817MM Investment for UAE Manufacturing’, and as I see it Oil is a near certainty of achieving ROI, and as everyone is chasing the AI dream (which of course does not exist yet) those greedy hungry money people are looking away from the certainty piggybank (as I personally see it) and that kind of investment for manufacturing will bring products, sellable products and in the petrochemical industry that is like butter with the fish. A near certainty on investment. I prefer the expression ‘near certainty’ as there is always some risk, yet as I see it, ARAMCO and ADNOC are setting the bar of achievement high enough to get that done and as I see it “ADNOC said the facilities are situated throughout the Industrial City of Abu Dhabi (ICAD), Khalifa Economic Zones Abu Dhabi (KEZAD), Dubai Industrial Park, Jebel Ali Free Zone (JAFZA), Sharjah Airport International Free Zone (SAIF Zone), and Umm Al Quwain. They will generate over 3,500 high-skilled jobs in the private sector and produce a diverse array of industrial goods such as pressure vessels, pipe coatings, and fasteners.” As such the only danger is that ADNOC will not be able to fill the positions and that is at present the easiest score to settle. 

So as we see the call for investors coming from the sound of a dozen bugles, remember that the old premise that getting the call from a setting that works beats the golden horns that some promise and the investors will need another setting (or so I figure). And in the end, the larger question is why builder.ai was backed inn the first place. Microsoft has a setting with OpenAI and as one source gives me “Microsoft and OpenAI have a significant partnership, where Microsoft is a major investor and supports OpenAI’s advancements, and OpenAI provides access to powerful language models through Microsoft’s Azure platform. This partnership enables Azure OpenAI Service, which provides access to OpenAI’s models for businesses, and it also includes a revenue-sharing agreement.” I cannot vouch for the source, but the idea is when this is going on, why go to it with builder.ai? And was builder.ai vetted? The entire setting is raising more questions than I normally would have (sellers have their own agenda and including Microsoft in this is ‘to them’ a normal setting) I do not oppose that, but when we see this interaction, I wonder how dangerous that Stargate will be and $500,000,000,000 ain’t hay. 

And going back to ADNOC we see “ADNOC’s commercial agreements under the In-Country Value (ICV) program have enabled facilities that allow businesses to benefit from diverse commercial opportunities, the company said. The ICV program aims to manufacture AED90 billion ($24.5 billion) worth of products locally in its procurement pipeline by 2030.” More impressive is the quote “ADNOC’s ICV program has contributed AED242 billion ($65.8 million) to the UAE economy and created 17,000 jobs for UAE nationals since 2018, according to the company.” You see, such a move makes sense as the UAE produces 3.22 million barrels per day, that has been achieved from 2024 onward and some say that they exceeded their quota (by how much is unknown to me). But that makes sense as an investment, the entire fictive AI setting does not and ever since the builder.ai setting it makes a lot less sense, if not for the simple reason that no one can clearly state where that billion plus went, oh and how many investments collapsed and who were those investors. Simple questions really.

Have a great day and try not to chase too many Edsel’s with your investment portfolio.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , ,

May 25, 2025 · 18:06

Curveballs

Sometimes life throws you a curveball, that is the simplicity of effects. It is a curveball as people cannot foresee them and in times it is because it comes from an unexpected side. There is basically nothing on this. You just have to accept it. Whether it was fate, karma if luck. These things happen. 

The subject of the ‘guilty’ party is Google (or Alphabet, whatever you want to call it) and the guilty person in this is Sergey Brin (now without a beard apparently. So yesterday I was handed two articles, they came basically out nowhere and appeared in my search finds. I am not even sure what I was looking for, but there you have it. 

First comes ZDNet with ‘I tried Google’s XR headset, and it already beats the Apple Vision Pro in 3 ways’, I don’t know about that as I never tried either, but as Apple seems to be sleeping at the wheel, lets see if Google can make something of this. You see, as Apple was asleep I created 2+ IP solutions for them, but will you know it, they are still seemingly asleep. 

The first one is seemingly the latest, but it was the first my mind created using the idea of partnering Guerrilla Games with Apple and it could just as easy be Google. I mentioned this in 

‘Are there two coins?’ (At https://lawlordtobe.com/2025/05/18/are-there-two-coins/) and optional setting that would give uniqueness and drive to the Apple Vision Pro, not that I really care as my nog tends to solve issues, like melting down Iranian/Russian nuclear reactors (a story for another time) I also created a stealth solution to make Iranian harbours useless for extended times. I cannot control my mind at times. But in this case I wondered what Apple could have done and I came up with several solutions that seemingly slipped their minds. The second set of IP was linked to Ubisoft and now we get to the second article. It was TechCrunch who gave me the second part with ‘Google launches AI tools for practicing languages through personalized lessons’ this seems fine, but in ‘One step left for a new world’ (at https://lawlordtobe.com/2024/11/16/one-step-left-for-a-new-world/), which I wrote on November 16th 2024 I gave the setting that Ubisoft with its Assassin’s Creed franchise had the ability to create language skills as they had already created over 80% and that was the hard part, now I see that the missing part has been created by Google and we get to see (at https://techcrunch.com/2025/04/29/google-launches-ai-tools-for-practicing-languages-through-personalized-lessons/) “Google on Tuesday is releasing three new AI experiments aimed at helping people learn to speak a new language in a more personalized way. While the experiments are still in the early stages, it’s possible that the company is looking to take on Duolingo with the help of Gemini, Google’s multimodal large language model.” So consider that AC Brotherhood could give you lessons in Italian and Latin, AC Unity could cover French and AC Syndicate could cover English. English could also be taught using Watchdogs 2 and 3 (Legion) there is of course Egyptian (AC Origin) and Arabic or Persian from AC Mirage. These games are ready and could be transferred to the XR headset making it even more personal and the kicker is that Apple had these options for over a year. Sucks being granny smith, doesn’t it? Oh, and if Google hadn’t done away with their Stadia they could have had at least 6 billion a year extra (phase one) and a lot more after that. Seems that they weren’t all awake either.

And all this was already on my blog site. As such there is a question where Apple gets its ideas, but in light of the failures I saw in 2024 I am not going to go there. Still if Google can do something more, they are happy to give it a go (a donation to yours truly would be perfectly acceptable).

Not the worst setting for today, but in a Few hours I am going to hand some dodo its liver, I feel a little frisky today. It’s not the weather, it wasn’t raining so I am decently fine. Have a great day.

Leave a comment

Filed under Finance, Gaming, IT, Media, Science

Tagged as , ,

May 24, 2025 · 00:09

A swing and a miss

It is no secret that I hold the ‘possessors’ of AI at a distance. AI doesn’t exist (not yet at least) and now I got ‘informed’ through Twitter (still refusing to call it X) the following:

So after ‘Microsoft-backed Builder.ai collapsed after finding potentially bogus sales’ we get that the company is entering insolvency proceedings. Yet a mere three days ago TechCrunch gave us “Once worth over $1B, Microsoft-backed Builder.ai is running out of money”, so as such with a giggle on my mind I give you “Can’t have been a very good AI, can it?” So from +$1,000,000,000 to zilch (aka insolvency), how long did that take and where did the money go? So consider this, TechCrunch also gives us “The Microsoft-backed unicorn, which has raised more than $450 million in funding, rose to prominence for its AI-based platform that aimed to simplify the process of building apps and websites. According to the spokesperson, Builder.ai, also known as Engineer.ai Corporation, is appointing an administrator to “manage the company’s affairs.”” Now, I am going on a limb here. Consider that a billion will enable 1,000 programmers to work a year for a million dollars each. So where did the money go? I know that this doesn’t make sense (the 1000 programmers) but to consider that they might accept a deal for $200,000 each, there would be 5 years of designing and programming. Does that make sense? The website Builder.AI (my assumption that this is where they went gives us merely one line “For customer enquiries, please contact customers@builder.ai. For capacity partner enquiries, please contact capacitynetwork@builder.ai.” This is not good as I see it. The Register (at https://www.theregister.com/2025/05/21/builderai_insolvency/) gives us “The collapse of Builder.ai has cast fresh light on AI coding practices, despite the software company blaming its fall from grace on poor historical decision-making. Backed by Microsoft, Qatar’s sovereign wealth fund, and a host of venture capitalists, Britain-based Builder.ai rose rapidly to near-unicorn status as the startup’s valuation approached $1 billion (£740 million). The London company’s business model was to leverage AI tools to allow customers to design and create applications, although the Builder.ai team actually built the apps.”

As such the headline of the Register is pretty much spot on “Builder.ai coded itself into a corner – now it’s bankrupt” You see coding yourself into a corner is not AI, it is people. People code and when you code yourself into a corner the gig is quite literally up. And I can go on all day as there is not AI. There is deeper Machine Language and there are LLM (Large Language Model) and the combination can be awesome and it is part of an actual AI, but it is not AI. As such as Microsoft is believing its own spin (yet again) we can confuse that there is now a setting that Qatar’s sovereign wealth fund, and a host of venture capitalists have pretty much lost their faith in Microsoft and that will have repercussions. It is basically that simple. The first part of resolving this is to acknowledge that there is no AI, there is a clear setting that the power of DML and LLM should not be dismissed as it is really powerful but it is not AI. 

As I personally see it, the LLM is setting a stage that the chess computers had in the late 80’s and early 90’s. They basically had every chess game ever played in their memory and that is how the chess computer could foresee what was possible thrown against it. And until 2002 when Chessmaster 9000 was released by Ubisoft, that was what it was and for that time it was awesome. I would never have been able to get as far as I did in chess without that program and I am speculatively seeing that unfold. A setting holding a billion parameters? So I ,might be wrong on this part, but that is what I see and we need to realise that the entire AI setting is spin from greedy salespeople that cannot explain what they are selling (thank god I am not a salesperson). I am technical support and I am customer care and what we see as ‘the hand of a clever person’ is not that, not even close. 

So as we are also given “Blue-chip investors poured in cash to the tune of more than $500 million. However, all was not well at the startup. The company was previously known as Engineer.ai, and attracted criticism after The Wall Street Journal revealed in 2019 that the startup used human engineers rather than AI for most of its coding work”, as such (again speculation) a simple trick to replay a mere 1800 days later. And this is what a lot are (plenty of them in a more clever way) but the show is now on Microsoft. They cracked this, so when they come with a “we were lured” or “it is more complex and the concept was looking really good” we should ask them a few hard questions. So whilst we are given “While the failure of startups, even one as high profile as Builder.ai, is not uncommon, the company’s reliance on AI tools to speed coding might give some users pause for thought.” And when we consider “might give some users pause for thought” is a rather nasty setting as I was there already years ago. So where the others? As such we should grill Satya Nadella on “Last month, Microsoft CEO Satya Nadella boasted that 30 percent of the code in some of the tech giant’s repositories was written by AI. As such, an observer cannot help but suspect some passive aggression is occurring here, where a developer has been told that the agent must be used, and so they are going to jolly well do it. After all, Nadella is not one to shy from layoffs.” As such I wonder when the stake holders for Microsoft will consider that the ‘USE BY’ date of Satya Nadella was only good until December 2024. But that is me merely speculating. So I wonder when the media and actual clever people in media are considering that this is a game thatch only be postponed and not won. So will the others run when the going gets tough, or will they hide behind “but everyone agrees on this” as such the individual bond will triumph and there is a lot of work out there. The need to explain to people (read: customers) is that there is a lot of good to be found in the DML and LLM combination. It remains a niche market and it will fill the markets when people cannot afford AI, because that setting will be expensive (when it is ready). These computers will be the things that IBM can afford, as can the larger players like an airline, Ford, LVMH (Louis Vuitton Moët Hennessy) and a few others. But the first 10 years it will remain out of the hands of some, unless they time share (pay per processor second) with anyone who has the option to afford one. That computer will need to work 80%+ of the time to be affordable. 

As such we will see a total amount of spin in the coming months, because Microsoft backed the wrong end of that equation and now the fires are coming to their feet. Less then. Less than an hour ago we were given ‘Microsoft Unveils AI Features for Windows 11 Tools’. I have no idea how they can fit this in, but I reckon that the media will avoid asking the questions that matter. As such we will have to wait the unfolding of the people behind builder.ai. I wonder if anyone will ask the specification off what happened to said billion dollars? Can we get a clear list please and where did the hardware end? Or was a mere server rack leased from Microsoft? This is just me having fun at present. 

So have a great day and I will sleep like a baby knowing that Microsoft swung and missed the ball by a fair bit. I reckon that this is…. Let’s see there was the Tablet, which they lost against Apple and now Huawei as well. There was the Gaming station, which was totally inferior against Sony. there was Azure (OK, it didn’t fail but a book vendor called Amazon has a much better product, there was the Browser, which is nowhere near as good as Google. And there are a few others, but they slipped my mind. So this is at least number 5, 6 if you count Huawei as a player as well. Not really that good for a company that is valued at 3.34 trillion. So how many failures will we witness until that is gone too? 

Have fun out there today.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , ,