Tag Archives: Alan Turing

September 15, 2026 · 16:19

Changing the byline

That is the setting I see and whilst the BBC (at https://www.bbc.com/news/articles/cqgk5e2j0gg8o) gives us ‘AI ‘kill switch’ may need to be mandatory, Anthropic co-founder tells BBC’ a mere 5 hours ago. I had my thoughts. So, as we see “An artificial intelligence “kill switch” which can be checked by a third party may need to be mandatory for companies, a co-founder of one of the world’s largest AI firms has told the BBC.” I see something different. So when we get to “Clark said “most labs have different ways of being able to pull the plug”, including Anthropic, but said lawmakers may need to enforce having one. AI’s rapid development and fears over the risks it poses to humanity have been thrust into the spotlight by a series of warnings from executives and staff at AI firms.” And when we get to “Anthropic chief executive Dario Amodei over the weekend called for the pace of AI development to slow and be more closely monitored, as the company has done before, though some have questioned the motivations behind this.

Amodei added that any action to rein in AI development should be done “without sacrificing commercial advantage”.” Thoughts started to overwhelm me. Some people state that the setting is about “AI’s rapid development and fears over the risks it poses to humanity” I don’t think that is the case. I merely think it is what some will ‘present’ the setting that we are given and most people are willing to go along with that. There is however a larger concern. You see I have had my meetings with these AI boffins and they all have the same setting towards validation and verification that is in play. There isn’t any of it, and when it is there it is there in the most ludicrous basic ways. You see, there is just one step (just one) from AI hallucinations (which is a confident response from an artificial intelligence system that contains false, misleading, or completely fabricated information presented as fact) and it is seen as Invented statistics, historical errors, or nonexistent legal citations, as well as Citations to books, research papers, or URLs that do not exist. I have seen this and I have seen that the settings that this represents to court cases are numerous and we have seen n the news several settings. But the larger concern is that between that and an AI actually overwriting factual matters of any corporations is only one mere step and these fake AI vendors are insulating themselves from that fact by ‘employing’ a kill witch, so that they can avoid getting called into court by setting the stage of ‘Did you use the kill switch?’ And that  is the setting I see. So whilst we are given (by the BBC) ““Should you mandate for companies to definitely have a kill switch? Is that kill switch verifiable by a third party?” he asked.

“I think that’s the kind of thing society is going to want to know and might want to eventually pass rules around.” Anthropic, which was formed in 2021 by a group of former employees of its rival OpenAI, is currently at the centre of a debate around AI safety. Last week, a post from an artificial intelligence researcher who quit Anthropic over concerns AI could wipe out humanity went viral.” So is this really about “over concerns AI could wipe out humanity”, you do know that Cyberdyne is just a figment of the brilliant director named James Cameron, it was ahead of its time and we aren’t nearly there yet, but the kill switch scape goat is one way to counter the class actions heading their way and whilst some can’t be avoided, the larger concern is what will happen in 2027, because that will be the truncator of their wealth and they are seeing the stoplights and they want to insulate themselves from their fake AI. They rode the waves as much as they can, but the first blockages are showing and now the cautious people are rearing their heads. I see all the complacencies showing up (like figment court cases) and that is merely the beginning, but the setting that corporations factual data is overwritten or wiped is only one step away and I reckon that these people want to insulate themselves and as they are coasting their vessels of wealth towards sunny shores, they have no other option but to insulate themselves and their wealth. 

Funny that I saw these court cases come up a long time ago. I never saw this part, but this part makes sense. When your training data is based on reddit (whilst we are given “Major AI companies train their models on nearly all of Reddit’s public historical archive”) is this continuation of dangers weird or unsuspected? As I see it, when even one factual data is overwritten by some fake AI juiced up on reddit, the setting gets ugly in a hurry. And that is what these people are ‘misrepresenting’ and crying now for some kill switch, because the kill switch is not for the AI, it is their escape clause. So whilst you might doubt me (always a fair setting) I have written about the fake AI setting for the longest time. 

So someone asked me what makes binary AI surreal? I give them the same setting every time. Take any colored image (example 600 by 600 dots) and run it through plotter printing only black and white dots on a colored piece of paper (green, red or blue) then do it on the same kind paper and instead of black and white, add the option to do this in black, white and 16 greyscales. You will see that this image is much more precise and revealing. This is the setting between binary and trinary this is why all AI is fake and it gets to be worse when you consider that you need a lot more data describing in binary what requires trinary and that is why I was on this horse all along and I have been on it for over 10 years, but the players all think that they have the golden goose and I merely cannot see what it is. Well, It is ‘advanced’ predictive analytics. These AI cannot reason, they work the numbers, go with statistics and it is nice if it is a set field, when they go towards never encountered situations, it all falls apart. This is the weakness of these fake AI’s and it is not whether I hate AI, I merely don’t trust it, because it is not AI, and Alan Turing would have my back on this. 

So whilst you think that I am “Full of Sh*t”, which is your right. My predictions are given form through my blog and in 2025 I predicted that 2026 was the year of AI class actions and now we see “Broadridge’s 2026 Global Class Action Annual Report highlights that global class action activity recently produced around $4 billion in settlements across multiple jurisdictions from roughly 130 major claim-filing deadlines” as well as “According to the Duane Morris Class Action Review, the combined value of the top 10 highest settlements across all substantive areas previously crossed the historic $70 billion mark, showing how massive individual mega-settlements drive the ceiling of total class action value” and “In the U.S. and global financial sectors, recovery momentum has accelerated into 2026, with an increasing number of nine-figure and $100M+ securities settlements closing out the mid-year milestones”, as such my predictions are holding up neatly. And now these vendors need insulation and they are thinking (optionally correct) that a kill switch might take the dangers to their wealth away. And I get that these fat cats want to insulate their wealth and insulate the dangers to them, but the BBC should have a greater need to look into these dangers and that is why I took this article as an example. I reckon that it is not only the BBC going after this. As I see it, Dario Amodei, Sam Altman and Elon Musk are all in agreement to slow down, but I reckon it is because they are seeing the dangers heading for their assets and they are in it too deep (as I personally see it). 

As I see it, this is the heading that we are seeing happen and soon there will be some (optionally fictive) revelation and that is when the stage changes and we will see massive amounts taken out of the AI field. When that happens there is no Jensen Huang claiming that there is no bubble, the court cases that will be an exploding setting will shut that down in a hurry. 

But what do I know? So you all have a great day today and I will be watching from the docks watching the good ship bubble explode near the parking zone. And I can say this whilst I have been preaching these dangers for nearly a decade. Where exactly where you a decade ago? Consider this setting and enjoy your day. 

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September 5, 2026 · 21:32

Treason has many forms

This is the setting we have seen plenty of time and in all forms of situation. I scarcely wanted to believe what I saw, but the BBC might misrepresent things at times, but they never lie and as we see ‘Xbox caps cloud gaming at 15 hours a month for Game Pass subscribers’ is what I call pure treason. There is no question of funds, or limits and of settings as I personally see it and I am happy that I rejected the Xbox over 5 years ago. So as we see “Xbox is introducing strict monthly time limits for Game Pass subscribers who stream games online through its cloud gaming service.

The changes, which come into effect in November, will see a subscriber to the £16.99 Ultimate monthly plan able to stream games for up to 15 hours a month – before having to purchase additional cloud play time. Xbox said the limits were due to the rising cost of cloud gaming, and they would allow the firm to “continue to invest” in the service’s “reliability and performance”.” For reference I almost played 20-25 hours on my PS5 this Friday and Saturday. As such this limit would have been met within the first weekend of the month. So as we see “Asha Sharma, Xbox’s chief executive, told the BBC in an exclusive recent interview that the company and the industry as a whole needed to “start to innovate on affordability and efficiency,” amid a “crisis” in computing prices.” I think that this is not the whole story. Gamers are draining their AI token space setting and that needed to be culled (AI token space is perhaps not the best definition, but it is what I am working with) So what was once good is now no more. And for Xbox users (my personal view) is that this is a good reason to switch to another platform. We saw this setting in part when in 2012-2017 there was a trade agreement (I forgot the name and I can not find the article I wrote, I wrote over 4000 of them). But there was a setting where that agreement was setting in motion to take out 2nd hand games. In the last minute Sony gave a presentation where one Sony executive handed over the disc to another executive, all whilst Don Mattrick cut his fingers first in this. It was the end of him and Xbox. Now whilst we see that Sony is ending discs, Microsoft is setting in motion a transfer and trades from disc to digital. It is the beginning of the end, because when net neutrality ends, gaming is over, or you must be willing to pay for the plus hundred of hours a month and that will get expensive really fast. The stage I am unaware of is what will Nintendo do. We see the ‘Code in box” mentions, but that is not a guarantee that physical gaming is at an end.

There is no soft message from either Sony or Microsoft that is ever to be believed (like “We’ll sort something out” or “We will stand by you” that time is over and whilst there are options in a few ways there is no telling what 2027/2028 brings. And what is the betrayal of gamers (in my humble opinion?) It is the sentence that is embedded in the article “Both cloud gaming and AI use data centres to process information.” And as I see it, the noise around this (given below) is part of this.

And I have a problem with this. Microsoft insulated themselves by getting the IDC to ‘proclaim’ “By 2028, IDC predicts 1.3 billion Al agents will be embedded in enterprise workflows. The challenge is no longer adoption.” I personally think it should be in the meat section right next to the boloney. What data was used to give this prediction? Scare tactics to get into the AI agents or go under section? At present there are massive issues with the quality of technical support, customer care and a few other settings. As such there is no way that 1.3 billion AI agents will be used, unless you consider the AI agents cybercrimes set, is that an optional premise? There are massive issues all over the field, but as such Gamers can be cut from any agreement, because it is just not business. I haven’t figured out what disclose systems have to do with that, but usually limiting gamers is never good for the gamer. I am drawing in part a blank, but I have learned over the last few decades that it tends to be corporate greed, not corporate ability that limits a gamer. As such I would have to give my vote (for now) to Nintendo. But perhaps Sony wisens up in 2027, because that is where the hard numbers will take them. Microsoft is a lot cause, no doubt about it, but Sony could reset their systems. And yes, the PS6 is likely going to be more expensive. Fine. I have had my PS5 for years now and it has served my immensely. I would have that my optional PS4 will do the same. I still have my PS4 too. Some older games are still good and playable there. Not everything needs to port over (nice if it does, but reality tends to be different) and that is fine. Perhaps Bethesda will port more games and they might ask for a fee, I have no issues with that. I bought with great joy the remastered Oblivion and I never regretted that. Like some movies, you can upscale hardware, or you can get the 4K version. And so far that act has been amazing. As such I recon that players like Guerrilla Games might kick of the expanded Horizon 3 for the PS6 with Horizon 1 and 2 added and gamers will pay good money for that. It could become their most successful game ever. And lets not forget, that franchise game started on PS4 and it never, not once disappointed. There are more games and I reckon that Microsoft has its own champions there too. So at what point was it a good idea to stop disc-less  settings? If there is real truth in this agentic agents the need for Physical discs is clear, as such something does not add up. Perhaps I am not seeing it, but as I saw the treacherous sentence embedded in the BBC article, I got to think the worst of Microsoft (yes, it is possible for them to do worse) as such I reacted to that setting of gaming under a taximeter. And they know that, the average gamer spends 40+ hours a week gaming and that has been clear going pack to the original Xbox, so why the taximeter now?

And if this is the future of gaming, the disc-less setting starts making sense in a greedy corporate way, if it is storage for the PS6 games, there are other solutions (like two discs, one for installation) and gaming on the second disc. This has been done before but as I see it, the net neutrality is about to hand us gamers a bitter defeat and the rural gamers will be hit twice over. We need to do something and I am puzzled as to what could be done. 

So back to the BBC article. We are also given “Jez Corden of Windows Central told the BBC the announcement showed that “absolutely nothing is safe from the AI-driven component crisis,” but he added it also highlighted “where Microsoft’s priorities are”.” And that is fine, but it also implies that Microsoft is deserting their gamers all for fake AI, because that is the silliest part, all AI is fake and when you consider the works of Alan Turing you will get that this world is not ready for anything real. The computers lack several components and when they have these components it is only for billionaires. Im not a billionaire and I reckon you aren’t either. There is more but that is well over a decade in the future, but these things are done now, as such we see people chasing phantoms in a system that doesn’t allow ghosts. What a funny situation.

So what kind of treason is self-delusion? Because that is also treason and people can say that it is all open me, that I am committing treason against myself. But consider what has happened and what is happening at present. I believe that I am right, even though I have a few banks on Microsoft, but I dumped that system years ago, so I do not care, but gamers have embraced the Xbox and gamers I care about. They can change system, but not everyone has that kind of cash, because the days of the $299 Atari 2600 are over. Today you need serious cash to embrace gaming and that is where the truncation starts. The lack of options. I gave an option to Saudi Arabia and I hope they embrace this setting, because they could gain billions of gamers and there is still the steam-deck, I never had one, because Sony made me happy, but there is a new wave forming. I merely hope it is a Japanese setting and not an American setting, because they are going from bad to worse. And there is still the Nintendo. 

All choices and we must make up our minds. I merely hope that Sony comes to their senses (or better inform us) before December 2027. Have a great day and if needed find a console that doesn’t need a taximeter to play games. I just had an idea, what if SEGA relaunches his Dreamcast? They had plenty of really good games. Its just an idea.

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July 6, 2026 · 12:08

History marks arrived

That is what I see, there are two settings. The first one was not new, it was three weeks old when I saw (at https://www.wired.com/story/a-court-has-ruled-that-google-is-liable-for-false-statements-generated-by-ai-overviews/) ‘A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews’ it is not entirely undeserved, but it also sets Google up for people fleecing them, so some will ‘cater’ to the need of supporting a setting that set Google up for a trap. We cannot see this directly from “Germany has issued a ruling that could reshape the operation of search engines and artificial-intelligence-based chatbots worldwide. The Munich Regional Court preliminarily ruled that Google is liable for a series of false statements generated by its AI Overviews feature, requiring the company to prevent the dissemination of erroneous or inaccurate claims through its search engine.” So, whilst some will cater to the need of false feeing that search engine, we are left with a more than slightly vulnerable Google. Whilst we see (at https://www.rmit.edu.au/about/schools-colleges/media-and-communication/industry/rmit-information-integrity-hub/the-repost/june-2026) ‘Should AI be liable for its mistakes? A German court says yes.’ Where we see “Jeannie Paterson, a law professor and co-director of the Centre for AI and Digital Ethics at the University of Melbourne, said the decision was “potentially very important” and could have ramifications for Australian consumers. The decision hinged on who is responsible for the content of AI search results. The law has traditionally considered social media platforms and search engines to be mere conduits for information, Professor Paterson told The Repost, meaning companies “only become liable if they knowingly participate” in sharing information that proves to be wrong.” I personally believe that Professor Paterson is setting up loaded dice. You see, in the first AI does not yet exist. And the second part is “who is responsible for the content of AI search results”, that answer has two stages. The first is the programmer who ‘created’ the analytical setting of predictive analytics, because that is part of any DML/LLM setting. It is not AI. And that data is also a side, because there is a massive failure of validation and verification. We see it all the time and whilst some are ‘whisking’ it away through ‘hallucinations’ I have seen the Grok side of things on data that I created and it take all without any reference other stories I had written, as such we see a programming failure. And through that the stage of “who is responsible” gets a new life and makes the water pretty murky.

That is what I see. And anyone saying I am wrong can take a long walk of a short pier. As I saw that, another stage was handed to me.

Last week we were given ‘Ford rehires human engineers after AI fails to match quality checks’ (source: BBC), this is not new, I saw this coming a mile away and I present (as pseudo evidence) ‘Is it more than buggy?’ (at https://lawlordtobe.com/2024/01/05/is-it-more-than-buggy/) and I wrote that story in January 2024 (over 2.5 years ago), as such it should count as evidence and I gave the clear settings of “On May 27th 2023 the BBC reported (at https://www.bbc.com/news/world-us-canada-65735769) that Peter LoDuca, the lawyer for the plaintiff got his material from a colleague of his at the same law firm. They relied on ChatGPT to get the brief ready.” Which now intersects with the AFR (at https://www.afr.com/work-and-careers/workplace/ai-use-in-dismissal-claims-borders-on-contempt-of-court-judge-warns-20260705-p60cob) ‘AI use in dismissal claims borders on contempt of court, judge warns’ and considering that this failures car in May 2023 when the BBC reported on this, we see a larger immature failure of other branches as well. You see, that it was tried is OK, and it failed three years ago, as such others should have stopped this as soon as they came aware. These settings all intertwine, because validation and verification is all part of these failures. As I see it, they were never made. I would be in favour of a separate tier of verifying all it produces, and these sources need to be validated. As such “after one claimant’s chatbot cited large swaths of evidence that did not exist, in a case showing the technology bedevilling the workplace umpire is now hitting the courts.” So, evidence that did not exist, where have I seen that before? (Small giggle inserted afterwards). This is why I feel that my services n technical support and customer service will be needed soon enough. When Fake AI fails to this degree. It is one small step for the AI agent to tell the customer “just press the carrier online button on the right side of your device” for this to fail and when that happens a few times, these ai agents will be pushed into the land of the Dodo soon enough. And that (until there is an actual AI) with proper validated and verified data is where that agent remains. You see, it was never rocket science. Some sales person saw the DML/LLM setting and started to call it AI, but Alan Turing had some clear settings on it all and this is not it. I believe in DML/LLM solutions, I saw an amazing application for lost and found in an airport reducing days in optionally less than an hour and there are more, but it is the, not AI, no matter how sweet they mention AI, it is the trap the salespeople set up and now that the class actions are setting in all kinds of field and personally I keep a high note on ‘Unauthorised Training Data’ and ‘AI washing’, whilst an alleged Anthropic settled for $1.5 billion for using pirated books to train its Claude AI model, I see my data transgressed upon and whilst some state that this is $1.5M per work, I was transgressed over 1700 times, as such I should be a billionaire (we can all dream can’t we?) But clearly I am not on that setting yet (to be clear I just confirmed with my wallet and my wallet is moaning due to a lack of green bills of $100. 

All these factors add up and whilst some are already seeing the lack of data, the lack of verification and the lack of validation. There is an overdue stage of properly aligning the settings we should be seeing. And that is why the class actions continue and whilst some will whip them away in settlements. And whilst we wonder why it took so long (over 3 years) for law firms to see that stage, we will see a lot more, because as I see it, the law interns believe that true time savings could be made with any ChatGPT/Claude the reality is slightly different and soon these clients will set up clauses that no AI is to be used and that is the larger failure in all this. So whilst Ford saw their failings in the early age, big software firms  aligning with what they call AI Agentic solutions will soon learn the price of that failure. And this is not just Microsoft, this is likely to effect all large software vendors. As such thousands will be hired once more and some who were pushed out in a slightly disgusting way will seek any other employment, as such these ‘embracers of Fake AI’ as I tend to call them will have a new problem and employment agencies are no longer able to get any, some who used their Agentic solutions from day one. And the fallout is soon spreading all over the world. So as I have seen these markers all over 2025, I see opportunity (for myself) and other technical support people in 2026 and 2027. The question for these firms becomes, did they treat their support people proper, or were they (as the teams goes) ‘dicks in reducing their staff members’ in this I love the quote from Walter Mitty (Ben Stiller) “This thing that you do, Ted, where you come into a place and push people out, you should know those people worked really hard to build this magazine. They believed in the motto. And I get it, you’ve got your marching orders and you have to do what you have to do, but you don’t have to be such a d*ck. Put that on a plaque and hang it at your next job.” And those who loved the part Ted Hendricks (Adam Scott) played in all this, because he was so managemently will now have a much larger problem, because I am still in contact with buddies who did my job 30 years ago and we all talk. So they now are unlikely to find anyone. So whilst they are learning that all AI is Fake AI and they could wait for for 2 decades (for True AI), but their KPI based is not that long, they now have a problem. And the is all before they figured that all data required revalidation, verification and attune it to a newer system, the markets will suddenly experience the bubble setting, that according to SoftBank CEO Masayoshi Son, who called the current artificial intelligence boom a “bubble” is an insult will be forced to do an about turn on that setting, of course those investors will have faced the write off if trillions, so they are unlikely to send Masayoshi Son a Christmas card in 2028, but that is merely my view on the matter. 

What matters is that is that these evangelists and influencers screaming “AI” are about to be found out as the new evil. There is also the groups that properly set the AI field in a DML/LLM setting, and they will be OK. If they had properly prepared their customers and aligned them with what is, I reckon that they will be OK (still a personal view on the matter).

So where are we now?
As the news is giving us more and more failures, more and more about turns from larger companies. We are seeing what could become the implosion of that bubble. The problem is that is will not implode all at once (some are unable to survive that), it is more likely then not to manifest itself as group implosions. Not all at once, but (for example) 10 explosions of 10% and when they are apart enough, some of the larger player will survive. In one setting when these judges consider that this setting was going on from 2023, making the decision that all AI assessed briefs are regarded as “clear contempt of court” we see that it would become a setting of staggered failures and when the time between these events are enough apart, the write off is optionally limited, but that is me just hoping for a reduced heartache. It is unlikely to affect me, but hoping for the worst setting is just uncivil. 

There was actually more, but I am somewhat exhausted and I have written part f all this before, just browse through my blog. I am still in a setting where I want to see who used my blog for scraping and AI washing. I doubt if I will ever find evidence that holds up in court, but with a (massively delusional) $2.55 billion which was 1700 times 1.5M at stake, one might be willing to waste a few hours on this. Anyway time for men to continue a written adventure in Abu Dhabi, time for more there too.

Have a great day. 

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February 21, 2026 · 01:16

Alternative Indiscretion

That is the setting and it is given to us by the BBC. The first setting (at https://www.bbc.com/news/articles/c8jxevd8mdyo) gives us ‘Microsoft error sees confidential emails exposed to AI tool Copilot’ which is not entirely true as I personally see it. And as the Microsoft spin machine comes to a live setting, we are given “Microsoft has acknowledged an error causing its AI work assistant to access and summarise some users’ confidential emails by mistake.” As I see it, whatever ‘AI’ machine there is, a programmer told it to get whatever it could and there the setting changes. With the added “a recent issue caused the tool to surface information to some enterprise users from messages stored in their drafts and sent email folders – including those marked as confidential.” As I personally see it, the system was told to grab anything it could and then label as needed, that is what a machine learning programmer would do and that makes sense. So there is no ‘error’ the error was that this wasn’t clearly set BEFORE the capture of all data began and these AI wannabe’s are so neatly set to capture all data that it is nothing less than a miracle it had not surfaced sooner. So when we laughingly see Forbes giving us a week ago ‘Microsoft AI chief gives it 18 months—for all white-collar work to be automated by AI’, so how much of that relies on confidential settings or plagiarism? Because as I see it, the entire REAL AI is at least two decades away (optionally 15 years, depending on a few factors) and as I see it, IBM will get to that setting long before Microsoft will (I admittedly do not now all the settings of Microsoft, but there is no way they got ahead of IBM in several fields). So, this is not me being anti-Microsoft, just a realist seeing the traps and falls as they are ‘surfacing’ all whilst there are two settings that aren’t even considered. Namely Validation and Verification. The entire confidential email setting is a clear lack of verification as well was validation. Was the access valid? Nope, me thinks not. A such Microsoft is merely showing how far they are lagging and lagging more with every setting we see.

And when we see that, is the setting we see (at https://arab.news/zzapc) where we are given ‘OpenAI’s Altman says world ‘urgently’ needs AI regulation’, and I don’t disagree on this, but is this given (by him of all people) because Google is getting to much of a lead? It is not without some discourse from Google themselves (at https://www.bbc.com/news/articles/c0q3g0ln274o) the BBC also gives us ‘Urgent research needed to tackle AI threats, says Google AI boss’, consider that a loud ‘Yes’ from my desk, but in all this, the two settings that need to be addressed is verification and validation. These two will weed out a massive amount of threats (not all mind you) and that comes in a setting that most are ignoring, because as I told you all around 30 hours ago (at https://lawlordtobe.com/2026/02/19/the-setting-of-the-sun/) in ‘The setting of the sun’ which took the BBC reporter a mere 20 minutes to run a circle around what some call AI. I added there too that Validation and Verification was required, because the lack there could make trolls and hackers set a new economic policy that would not be countered in time making them millions in the process. Two people set that in motion and one of them (that would be me) told you all so around December 1st 2025 in ‘It’s starting to happen.’ (At https://lawlordtobe.com/2025/12/01/its-starting-to-happen/) as such I was months ahead of the rest. Actually, I was ahead by close to a decade as this were two settings that come with the rules of non-repudiation which I got taught at uni in 2012. As such the people running to get the revenue are willing to sell you down the river. How does that go over with your board of directors? And I saw parts of this as I promised that 2026 was likely the year of the AI class cases and now as we see Microsoft adding to this debacle, more cases are likely to come. Because the greed in people sees the nesting error of Microsoft as a Ka-Ching moment. 

So as we take heed with “Sir Demis said it was important to build “robust guardrails” against the most serious threats from the rise of autonomous systems.” I can agree with this, but that article doesn’t mention either validation of verification even once, as such there is a lot more to be done in several ways. If only to stop people to rely on Reddit as a ‘valid’ source of all data. Because that is a setting most will not survive and when the AI wannabe’s go to court and they will be required to ‘spout’ their sources, any of them making a mention of ‘Reddit’ is on the short track of the losing party n that court case. What a lovely tangled web we weave, don’t we? So whilst we see (there) the statement “Many tech leaders and politicians at the Summit have called for more global governance of AI, ahead of an expected joint statement as the event draws to a close. But the US has rejected this stance, with White House technology adviser Michael Kratsios saying: “AI adoption cannot lead to a brighter future if it is subject to bureaucracies and centralised control.””

Consider that court cases are pushed through a lack of bureaucracy? I am not stating it is good or bad, but in any court case, you merely need to look at the contents of ‘The Law of Intellectual Property Copyright, Design & Confidential Information’ and that is before they rely on the Copyright Act, because there is every chance that Reddit never gave permission to all these data vendors downloading whatever was there (but that is pure speculation by me). And in the second setting we are given “AI adoption cannot lead to a brighter future”, the bland answer from me would be. “That is because it doesn’t exist yet” and these people are banking on no one countering their setting and that is why so many of these court cases will be settled out of court. Because the truth of this is that the power of AI is depending on certain pieces being in place and they are not. Doubt me? That is fine, and I applaud that level of skepticism and you merely need to read the paper “Computing Machinery and Intelligence” which was written by Alan Turing in 1950 to see how easy the stage is misrepresented at present. 

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So is there good news? 
Well if you want to get your dollars in court and you are an aggrieved party, your chances are good and the largest players are set to settle against the public scrutiny that every case beings to the table. And in this day of media, it is becoming increasingly easy as I see it. There is no real number, but it is set to be in the billions where one case was settled on $1.5B, as such there is plenty of work for what some call the ambulance chasers and they will soon get a new highway, the AI Chasers and leave it to the lawyers to find their financial groove and as I see it, people like Michael Kratsios are bound to add to that setting in ways we cannot yet see (we can see some of it, but the real damage will be shown in a year of two) so as some are flexing their muscles, others are preparing their war fund to get what I would see as an easy payday. 

A setting that is almost certain to happen, because there are too many markers showing up the way I expected them to show. Not nice, but it is what it is.

Have a great day as you are all moving towards this weekend (I’m already there)

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November 12, 2025 · 14:05

Lost thoughts

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

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

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

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

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

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

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

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November 6, 2025 · 16:38

Ignoring the centre of the pie

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

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

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

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

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

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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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September 26, 2025 · 15:44

That one idea

This is not about me, this is about someone else. I watched a presentation in the STUG (Snowflake Technical User Group) and I was pretty much blown away. Yes, I don’t suddenly believe in AI, the only AI reference is by Alan Turing and this is not it. It is however an excellent example of what great DML and LLM can achieve and this is one of those ideas. They took on what takes months in an airport and with pictures and little programming they did in seconds what Airports take (optionally) days, if not months to achieve. This program did in minutes optionally seconds the same. That is a massive manpower saving. So, some will not care. Others will think ‘meh’ but I reckon that Dubai going towards 100,000,000 annual travelers will have another take on this. Then we get Abu Dhabi, Riyadh, Jeddah and from there, the sky is pretty literally the limit. As I see it, this will be a required software enhancement in any airport with well over 25 million visitors and from there we get the little people like Translations, London Waterloo for one. You see, there is an applause to come. I watched a great idea come alive in this world and I reckon that any transport person alive will see the resources squandered in lost and found parlors. This is a massive step in resolving that setting. Optionally it will resolve at least one nightmare that Sheikh Ahmed bin Saeed Al Maktoum is having.

So as Roger Garcia (Interworks) I was seeing greatness come alive. I reckon that he should pick up the phone and offer the solution to Dubai Airport (and I told him that). Dubai International Airport is as per 2024 the busiest airport on the planet. Last year that airport handled over 92 million passengers, over 2.2 million tonnes of cargo and registered over 440,000 aircraft movements. And they are expected to surpass the 100 million passengers this year. So what do you think that lost and found department has to deal with? 

Spread over an area of 2,900 hectares it will have to deal with a lost item of two (or three) every minute and that amounts to 172,800 lost items a day. (259,200 if three items a second are lost) and that is merely per day, so when we take the conservative number we 63,072,000 a year. OK, that might be a bit much, but set this to 25 million items per year, this solution is giving that airport a real breath of air and there are 40,000 airports in the world, the setting is easily seen. OK, only 10,000 are served by commercial airlines as such there is a little less to go for, but when did you last see a solution applicable to even 1,000 customers? That this is 1,000% more. So when I said that Javier Garcia brought a global solution to bare, I am not kidding. We see the larger players (Dubai, Heathrow, Istanbul) and a few others. That solution is offering real solutions in real time and this solution was shown to me. It also gives a rise to Snowflake and its global options. One application is all it needs to get global recognition in fields it never considered before and I saw in on September 25th 2025. 

These are the moments you live for. It isn’t merely what IP I bring to the world. It is recognizing when others do so too. Have a great day today and soon your lost item might be returned to you the same day you lost it. (That solutions doesn’t process life people, so you can still safely lose your mother in law).

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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.

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April 10, 2025 · 12:08

New short term thinking

The news hit me somewhere yesterday. I got it by means of a LinkedIn mention, and it gave me reason to pause. Here is one version of that news (at https://techwireasia.com/2025/04/microsoft-pauses-key-builds-in-indonesia-us-and-uk-amid-infrastructure-review/) with the mention ‘Microsoft pauses data centre investment in Indonesia, US, and UK’, and here we see the byline “Microsoft pauses or delays data centre projects in the UK, US, and Indonesia.”, it is my view that they cannot afford this setting. You might have heard the American expression, “Go big or go home” and I think that Microsoft is about to go home. You see, I have forever had the clear opinion that there is no AI. I call it NIP (Near Intelligent Parsing), the setting that if too many start accepting the setting that I was always right (which comes from the clear setting that there is one AI station and it was given to us by Alan Turing) the people will realise that there is no AI and it comes down to programming and a programmer. That setting puts Microsoft in hot water for a lot of heavy water (to be poured over their heads). And lets be clear, a side you can confirm with mere logical thinking. A data Centre is a long term setting. No matter what you put in the White House (by some called the village idiot) whatever this administration is, it is short term and a data centre is long term and that so called hype around their AI should never waver. You see, this short term action (read: knee jerk reaction) implies short term planning and that is where they all get into hot waters. Why did you think that I made mention that Google needs to put a data centre in Iceland and consolidate their thinking into geo thermal reactors? (Reactors might not be the right word). A setting where ceramic tiles (or cylinders) surrounding new constructions that is not unlike a nuclear reactor, but the reactor is all around them, not Uranium rods, the Lava (or Magma) is the powerful and as it is merely bleeding the radiation, the fuel never dissipates and never ending energy is theirs. For all these parties looking of creating data centers (as far as I can see around 50 in total globally) they will all require energy and as one data centre takes energy close to a amount a small city does, we will get energy issues a lot sooner than we think.

Did Microsoft think this through? Pretty sure they did and their conclusion is that they cannot spend billion on data centers. So at the same time as we are given “Rivals Oracle and OpenAI ramp up investments”, I come to the conclusion that Microsoft can no longer afford the bills their ego’s committed themselves to. Feel free to disagree, but they set out this AI ‘vibe’ and own 49% of OpenAI, so why close down their Data Centers whilst they ‘own’ one of the ramp up partners? They are figuring out that they are too deeply committed. And as the world realizes that NIP is not the same as actual AI, they fear what is coming next.

So you decide what to make of the stage of “Microsoft has acknowledged changing its strategy but declined to provide details about specific projects. “We plan our data centre capacity needs years in advance to ensure we have sufficient infrastructure in the right places,” a Microsoft spokesperson said. “As AI demand continues to grow, and our data centre presence continues to expand, the changes we have made demonstrates the flexibility of our strategy.”” As I see it, it is an answer, but not the one that touches on this. I come with questions as ‘What growth?’ All this sets the need for some lowered activity, not pausing, unless you know what comes next and there is a larger setting with Oracle, Tencent and Huawei, I know there is a Swedish centre as well but I forgot the name. All these are ramping up, but Microsoft is pausing? That makes no sense unless there is another reason and my thought of “They can no longer afford it” takes another gander and when we consider that they paused “North Dakota, Illinois, Wisconsin, the UK midlands and Jakarta, Indonesia.” That implies something is going on and when we combine this with “Microsoft cuts data centre plans and hikes prices in push to make users carry AI costs” (source: The Conversation, March 3rd 2025) these elements together implies (imply, not proven) tells me that there is a funding setting for Microsoft. Combine that with the lovely voiced fact of “OpenAI brought in US$3.7 billion in revenue – but spent almost US$9 billion, for a net loss of around US$5 billion.” (Source: the Conversation) we see another failed setting and that failure gets to be bigger. As Amazon, Google, Oracle, Tencent and Huawei steam ahead getting larger data centers and ready long before Microsoft is there means less revenue for Microsoft. I did say that they could go big or go home? I reckon that Microsoft already lost 6 times on front settings and they lost to Amazon, Apple (twice), Sony, Adobe, Google, and IBM. I should add Huawei to that list but they already bungled that setting before Huawei became an actual competitor. A simple deduction from little stupid old me. 

So whatever you do, you might look into the trust you gave Microsoft and see that you are not left with an empty shell. Oh, and to prove that I am not anti-Microsoft you need to know that they did corner the spreadsheet market (Excel) and the flight Simulator market. Microsoft did some things good, but when it comes to the spin setting of vibes they need to reassess their situation.

Have a great day, it’s midweek now. I am happily in the next day.

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