Tag Archives: Alibaba

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.

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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November 5, 2022 · 07:36

The financial model

It is a model I always had great issues with, in part because I do not totally understand it. I do understand the basics, but not the intricacies. That is not a great loss for me as my work and other events never touched on those parts. Yesterday as I was watching ‘meta spaces’ I saw that there is an opportune moment. It is still too early, but my third IP bundle is now eager to get started. Unfortunate it seems that Amazon and Google remain silent regarding interest. Fortunate for me Alibaba is now entering this race and is moving to pole position. The IP is seemingly at best $5-$8 billion from my point of view and for the longest time Amazon had preference as it was able to go in two directions with this. The first IP bundle is now offered to the Kingdom of Saudi Arabia and I am pushing the old threat I had. I would sell it to Saudi Arabia for 35% of the value before I hand it to Microsoft for 165% of the value. Now I see a different setting for bundle three. I have no idea if Alibaba will answer that call and more importantly what they are willing to shell out, but that makes the loss for the American economy 2 out of 2, and personally I do not care. They made their own bed. The financial model is nice when all the players are nice to one another, but after 35 years I have seen how American companies are driven by greed and now two players get access to an area that they had little access too and America if it wants a slice of that will have to play nice now (with whomever buys my IP). There is still an inherent risk with bundle three and that is fine, well I think it is fine at least. The issue is not 2024 or even 2025. Whomever has this solution will laugh to the bank on a daily basis in 2030 and it is the long game that counts. I reckon that if one of these two hits pay-dirt, the others will be coveted by all who see it and for a lot of them it will be too late. The KSA (optionally Alibaba too) will have first choice when they buy one of my IP’s and I reckon that Microsoft will shout and scream foul play, but they did this to themselves. The other two would have placed them outside of he options through inactivity. 

Could I make more? Yes, but if these two buy my IP I will make enough and that is what matters to me, the greed model was never appealing to me and I am driven to make it work for the other two so that I can tell the non-options that they had years to listen, but they knew better. In a constricted economy letting $500 million a month and another totalling to $5 billion, how is leaving that on the floor a good idea? I can find nothing but the ego of some and their need to leave the impression that my ideas are foul. I wonder what the first victory will make some state after that. Well, it is time for me to try and decipher part of a financial model. It does not affect me, but overall, it influences the assigned value to me and that would be nice to know too. 

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February 7, 2022 · 08:10

The street we know

It is a different setting, we tend to relate to the streets we tend to know. Any technology is set upon a familiar setting. The benefit is that we know where we are and as such we get to where we think we want to go faster. The negative part is that this is a problem when it is true innovation, we cannot continue an iterative line if we want true innovation. 

So when I saw ‘Saudi Arabia announces $6.4 billion investments in future tech’ (at https://www.reuters.com/markets/funds/saudi-arabia-announces-64-billion-investments-future-tech-2022-02-01/) I took notice last week but merely that, it was to be expected. So when I looked at it again this morning, I noticed “include a $2 billion joint venture between eWTP Arabia Capital, a fund backed by Saudi Arabia’s sovereign wealth fund, the Public Investment Fund (PIF) and Alibaba, and China’s J&T Express Group, minister Abdullah Alswaha said”, I had overlooked that initially. But it makes sense, as ties with China grow, the Chinese IT sector would come in. It spells bad news for the US, for Amazon in particular. The options that were there are shrinking, they are not gone, but China is now in position to take the cream from the barrel and become the new fat cats. My IP still has options, but it might not go the highway I had hoped for (we all have that), still I do have the innovation advantage and when others fail I can step in. 

There is another side, a side that Amazon had in hands, you see with Neom and Vision2030 Amazon had a larger option if there was a data centre in Saudi Arabia, not a simple online store, but a real data centre, they would need one for a few reasons and even as the media gives us “showing its continued business interests there despite a public dispute between Riyadh and the company’s chief executive, Jeff Bezos”, we can see the hindrance there, we can see that there are issues (I am ignoring the FTI Consulting issues here), but in a larger stake worth billions, the need to find solutions are clear for Amazon. They could walk away and leave it all to AliBaba and the J&T Express Group yet who profits then? Not Amazon, not the US and it is another spark that goes into the direction of China. It is a problem for the US for two reasons. The first one is simple revenue, the US desperately needs that. The second one might not be that clear. You see Saudi Arabia has at present a full fletched 5G network, so those there can do all kinds of prototyping to a much larger extend and see the impact of congestion in a complete 5G network. You see at present we see assumptions via 4G LTE and other settings, this implies that other issues will not be captured when things go wrong. And with all the transgressions we have seen in 2020 and 2021 these systems need proper adjustment. Saudi Arabia has the advantage and now it seems so does China (outside of China), another step not to the advantage of the west (as expressions go), so how many steps do we all need to fall behind before people take this disadvantaged setting seriously?

Even now, the aftermath of Davos will be in favour of both Saudi Arabia and China. Al Jazeera reported “Observers see the high-profile conference as a way for the kingdom to redeem itself in the eyes of US President Joe Biden and the wider international community”, yet my question becomes ‘Why?’ You see, the EU and the US have shown themselves to be unreliable, all setting concepts to presentation in stead of evidence. Now that China is showing themselves to be a much larger player and a willing player could spell a massive loss in revenue. 3 billion here, 6.4 billion there, and several more billions left, right and hither. How much longer until we face the direction that we are losing out? Now this would not be a problem when we have alternatives, but there aren’t that many are there? And consider that one side gives us ‘Deficit shrinks in the first year of Joe Biden’s presidency’ (around $500,000,000,000 less loss), it is a joke when you consider that the deficit is still $2,500,000,000,000,000. And less than a months later the people are given ‘Biden’s $1.7trn social policy will send deficit soaring’, it is another setting of managing bd news and on top of that they lose revenue option after revenue option. So how does that look? The US debt has now surpassed $30,000,000,000,000,000, you have that kind of money? I do not and none of the others have it and an additional problem for the US is that the EU wants to dig into the Saudi revenue pie as well, yet at present China has the upper hand. A setting we ignore because we are lulled to sleep, and that time is gone, when the US debt comes crashing down the EU will join a massive loss and no amount of promise will aid anyone at that point. All because certain players underestimated the impact of innovation and innovation like some are marketing it is not innovation, it is a presentation nothing more. We all tend to keep to the street we know but when that street is on fire, will you merely stop the fire or see what resources are available in the next street? 

China did just that and now we see the fallout of political stupidity. Oh, and when Iran does not come across with promises that they made to some middle man, when the unfortunate adjustments come, the middle man will not care, he got his oil barrel bonus, he is just fine, but those who were behind it will get to say ‘Oops!’ Just as I expected them to do. At that point we will see another advantage to China, good going! And what happens in May/June when Iran has enough nuclear materials? What then?

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June 16, 2021 · 04:46

Speculation towards words of passing

As I was looking into some IP evolutions, and as I was considering a few alternative new plans to hardware, The Wall Street Journal (about an hour ago) gave me ‘Alibaba Falls Victim to Chinese Web Crawler in Large Data Leak’, some will go ‘so what?’, and it gave me ideas on new apps, some might already exist but that as not the point, it was “Software developer scrapes 1.1 billion pieces of user data, including IDs and phone numbers, over eight months”, as well as “The software developer began using web-crawling software he designed on Taobao’s site starting in November 2019, gathering information including user IDs, mobile-phone numbers and customer comments, according to a verdict released this month by a district court in China’s central Henan province” that got my mind thinking. What if it was not about the data available now? What if that software designer had designed a predictive algorithm that could see and anticipate passwords? We have seen over the last few months well over a dozen breaches. From healthcare, to restaurants. Security magazine gives us “For example, cybercriminals could send phishing emails to individuals whose contact details were breached, asking them to click a link to update their username and password in the wake of the incident, in order to harvest credentials and gain access to data and systems. In a more advanced attack, the cybercriminal could use the knowledge that the contact has a business email relationship with McDonald’s and impersonate the brand to create further legitimacy to the attack. With people’s phone numbers being exposed too, cybercriminals could make their social engineering campaigns even more convincing by following up their email with a voice phishing — vishing — call”, but what if that is not the end goal? What if the people on half a dozen retail and health care places are showing to have similar or identical passwords? The predictive analytics might allow for a lot more. The article (at https://www.securitymagazine.com/articles/95404-mcdonalds-corp-suffers-data-breach) gives us more. I am not saying that Richard Blech is wrong, I agree with him, especially with “This is where large enterprises and government entities are significantly lacking in their efforts to ensure that they have, across the board, trained all staff and employees of, what should be a required job function, of the best practices and rules of conduct when operating within the network or infrastructure”, yet he was not looking towards ‘the Chinese software developer’, more important, if the Chinese developer was doing that, you can be certain that there are American, Russian and Indian developers doing EXACTLY the same thing and now we have a problem, now we have the setting for a predictive password algorithm, one that predicts the passwords of users. We are ALL a little lazy when it comes to passwords. The group of people relying on ‘qwerty’ and ‘abc123’ is shrinking, but it still exists to some degree and some use the same password on EVERY account, which is really not a good idea. So when these data breaches show identical passwords for the same email address, the panic button is really flashing and the problems are merely beginning. Yes, we can all see that the quality of passwords is increasing, and nearly all of you have seen the message “Please use upper and lower case characters, use at least one numeric and one special character to create your password”, with some sources claiming “It would take a computer about 3 thousand YEARS to crack your password”, yes that might be true, but if your password is “1Wishtofcuk#U69” on all the sites you retail frequent, the predictive password model will find you a lot sooner than you think it will and the setting changes from your account being your vested connection to the tool of organised crime. And as I see it there is not too much happening into that investigation. That is not a fault of the media, they react to what is, not what might be (glossy magazines do, but usually it is about predictive shagging information from unnamed sources regarding celebrities or famous married people). 

So whilst we get back to the Wall Street Journal giving us “Chinese legal experts say a data leak involving mobile-phone numbers would have more far-reaching consequences in China than in other parts of the world. In China, where people are required to register with real name identification before obtaining a mobile phone number, such numbers are considered by law to be personal information, said Annie Xue, a Beijing-based lawyer at GEN law firm”, we tend to forget that plenty of nations have a few places where they rely on license numbers, date of birth and tax number, and there are all kinds of long term damage you face and that is merely the beginning. So when that predictive password algorithm is out there your goose (or Peking duck) will be cooked and it will be well done.

I did come up with an optional solution, one that is managed by YOU (I am too lazy and not a programmer), where the user can store and export passwords in their mobile, but it is depending on two passwords that are part of the encryption and not saved anywhere. So you forget those words, the passwords are gone. This is a setup using Two-square cipher, also called double Playfair, and it can be easily made, there was always one drawback ‘the two-square cipher can be easily cracked if there is enough text’ and we accept that, but passwords are not text, they are one word and not always clear ones, as such decrypting is a lot harder, especially if the developer does not make some backdoor. You can export the encryption to an email (to yourself) or perhaps a file on a laptop or cloud. The two words (for example ‘MaryPoppins’ and ‘SandraDee’) are words you must remember or write down somewhere SAFE and not linked to the exported list and should not relate to you or your person in any way and should never be reused anywhere.  At that point the hackers return to a 3,000 years per website account and optionally the predictive password algorithm will soon be a nightmare of the past.

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June 29, 2020 · 19:58

The inferring line

We all see the news, we see what is implied and we wonder on what it means, at least that is what some of us do and the news is always sided to the part they want to illuminate, there is no evil or bad intentions there, it is the way the writer thinks, or the view that the writer has. We might agree, we might disagree, but the writer is entitled to the view they have, at least that is what I think, so when I see ‘Technology of Business’ in the BBC, I wonder about the ‘Business of Technology’, it is not merely the reversal of a phrase, behind it lingers the fact that a formula and solution are reversible, or in Market Research there is the unwritten law (well, perhaps, seemingly unwritten), that it cannot be reversed, as such when the factorial analyses goes in one direction, the opposite would be a discriminant analyses, if the factor is proven, the discriminant analyses should always fail, no exclusions to that, if both make it there is a connecting factor in play, not really a covariant. When you realise this, there is a much larger truth to be seen. SO in this I do not oppose ‘Have we become too reliant on Big Tech firms?’,
I merely wonder about the elements behind this. When I was working in the 90’s in IT, on the edge of IT, there was an unwritten law to steer clear of one another in Big tech, so to not get in each others fairway and maximise profits, as such we see the advantage that players like Google and Amazon have. They researched their part and they went their own way. I am merely looking at these two because Microsoft, IBM, Sun and a few others were overlapping and they had their own way of setting the stage. So there might be truth in “Big Tech firms have been getting even bigger during the pandemic and their success means they have plenty of funds to snap up other businesses”, yet the involved stage is a little larger than projected. So I do not disagree with people like Sandeep Vaheesan when they give us “All of them will be in the M&A [mergers and acquisitions] game if they’re not already. Start-ups are more likely to sell out during the pandemic when they might struggle to meet their obligations and the buyout looks especially attractive – the pandemic is speeding up the buyout date in some cases”, I am merely seeing that this stage was in play for much longer and now we might focus on what the larger players are gobbling up, yet this is not any difference from what has been going on for 20 years.

It is the way business works, the larger fish eats the smaller one. Adobe ate Macromedia (I still believe it is the other way round), Novel got wordperfect, Microsoft ate entire shoals of software makers and so on. And yes, the pandemic has an impact that is much larger and that is not on the buyer, also not on the seller.  Some were surprised to see Microsoft acquire the game Minecraft for $2,500,000,000. The seller was mostly not unhappy, he went from mama basement software developer, to nerd to multi billionaire.   It is the game developers dream to get that done and his game was addictive as hell (I know, because I have it on every console). Microsoft grew it even further with the direct ear of over 200,000,000 ears of needy gamers. It is marketing heaven for Microsoft, and that is before you realise just how much money is linked to the optional micro transactions.

At some point these firms need to rely on merging and acquisition to grow, it is merely the way it is, and sometimes nature hands these players a windfall (like the pandemic). I believe that we are not too reliant on big tech, I believe that we are in a holding pattern due to a lack of innovation, the innovators are out there yet they are not getting the visibility they need to push it along and that is a larger stage than we realise. You merely need to search ‘innovation’ on Google to realise that it is marketed and it is labelled, yet true innovation is the one element that defies labels and marketing, because I saw and learned that what a firm does not understand (in 1997) cannot be marketed, it cannot be sold, because its leaders are drawn to memo’s with bullet points and that is when you see firsthand how true innovation defies labels. It is a conclusion we have seen too often and lately a lot more often than we considered it.

Even when we see some brands giving a platform to the real innovators, it relies on someone recognising it and I agree that it is not a bad idea, but I also realise that if I do not see everything, then someone else is likely not to see it either. It is not a good thing, not a bad thing, it merely is and there big tech has its first problem, how to recognise it soon enough. Not everyone is a Steve Jobs, who was able to recognise 9innovation when it walked through its doors, Jeff Bezos et al is a different stock, a different breed, they made THEIR innovation, it does not mean that they can recognise it when it hits and there the true innovators have the challenge, on how to set their IP in a safe space where it can be recognised without them needing to set the stage of losing a lot of money hoping others will see it. It is the inferring line that they face and all innovators must face it, for the most they will rely on big tech who can afford to squander a purse of coins and not worry on how it hits them, it makes the game harder for innovators, but not impossible, they have options and on a global stage it does imply that these players will seek the largest beneficiary. When we see Huawei against Nokia and Ericsson we see that the two Scandinavian players have to set a wager holding a dead man’s hand, When we see Amazon, who is seen against its competitors Google Play, Apple play and so on, yet is it not interesting on how Alibaba and Ozone are not mentioned in plenty of places? Ozone particularly is not as big, but it is still a contender and in the stage of IP, where that patent is more important than most think it is. In this Alibaba has a larger benefit as it also delivers into Russia. The inferred line is thinner than we realise and there are more players, even as some ‘market’ them away into obscurity, you see when these players get the IP, they grow on a global scale and that is what is feared in the west and also by a player like Amazon, you see, they are the largest player and will remain so, but what happens when the dollar collapses? The way that this US administration goes about it, that setting is a lot more realistic than some are willing to admit and when the dollar goes, the Euro and the Yen will take massive hits, losses of 35% would be a good day.

Should you out that consider that the Financial Times (at https://www.ft.com/content/dbe16ce4-f154-4985-a210-279fa1f53e24, and them alone) gave almost 5 hour ago “Millions of digital banking customers unable to access their money after German group falls into insolvency”, consider that an impact like this should make the front page on pretty much EVERY paper in the west, yet the Guardian has NOTHING, and others are like that, something that hits millions is left unreported. So when we see a repetition of the Sony 2012 events (the Guardian was the reporter there), how much on innovation and how much innovation impact will not be reported on when it ends up in the hands of Alibaba and/or Ozone? How much marketing shielding will Amazon receive? The inferred line is something else as well, it shows where we are told not to look, when does true innovation actually do that? 

A line that is ignored by plenty of players is a line that might show actual danger, especially when its impacts our lives.

 

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May 26, 2020 · 01:03

Open Targets

We all have that point in time when we see a person we know, and when we see that person, we wished we had a paintball rifle, that person is the target. That person optionale did nothing wrong, it is a variant to “Slap your annoying coworker day”. I feel certain that more than one person had me in mind and that is probably why my title as ‘certified psychopath’ gets me out of hot water. Iget it, I tend to be goal driven and I have zero regard for diplomacy (most of the time), yet it also works in opposition. I get annoyed when some boss gives me the run around instead of giving me the direct message. There is nothing as hateful as a manager keeping you on a leash instead of giving the bad news up front, which he has had for 3-4 hours. So wasting time on long rides whilst the short message would have changed the dynamics towards the goal. 

Yet the larger issue is not the manager, it is me. I am aware that I have flaws and faults (we all do), yet I present the flaw as a strength, and that is where things get dicey at times. I feel that I am on the right path, but I also understand that those drowning in diplomacy have a case. In this setting we look at Ubisoft, it is hit hard by the Rainbow Six clone (I would call it a rip off), and Apple and Google are actually in hot waters over the entire setting. This is nothing less than copyright infringement. This is a lot more than a clone, this is more than some copy lookalike. Several people, or better stated, several gamers could not tell the difference ad that is a bad thing. Ubisoft has many flaws, but in the titles they believe, they have pumped cash into them and Rainbow Six is an important IP revenue for them. As such the game Area F2 is a much larger concern and the impact on Alibaba will also be significant. It is my issue here that I fail to see how Area F2 even made it onto the App sites in the first place. And that is before we take a look at the Nintendo app store. There is a larger flaw and even as I enjoy slapping Ubisoft, I am also protective of games and Ubisoft does deserve every bit of protection here. There is a larger stage, not merely of what is missed, but of the things we see that require a larger consideration, apart from Alibaba getting every bit of software scrutinised, before it is allowed online. The larger stage is how can we prevent this larger stage exploding. In today’s stage we see that videogames get the initial 30-60 day joust for revenue and that leads to a 60-120 day revenue boost. Basically Area F2 screwed that up for Rainbow Six and they should pay for it, optionally using the Alibaba credit cards. In today’s stage it will be a massive invoice, and as I personally see it, Ubisoft is entitled to those funds. The stage for Alibaba changes even further when we consider the historic stage that Call of Duty and Medal of Honour had, they looked alike but were different in several ways and it kept both alive. In this stage where people cannot tell the difference between Area F2 and Rainbow Six siege there is a much larger and a different stage. Copyright infringement is not new, not even in gaming, but the fact that people cannot tell the difference is pretty new and very unique, and I wonder what play will be set in motion to stop this from happening again, in all this, I do believe that Alibaba will take a large hit to their value, I personally believe that Ubisoft has all the rights it can to divert damage to its IP and let it all be paid by someone name Ali Baba

It reminds me of an old publishing joke, you see the book ‘Ali Baba and the 40 thieves’ was politically incorrect, it was republished as ‘Ali Baba and the 40 fighters for the Palistinian cause’. I wonder how it sounds when the third edition is staged as ‘Alibaba and the 40 game programmers’, yet in all this it is still early days, I will keep my eyes on the court case, because the impact will be a lot larger than most of us can imagine. The only thing I wonder about is how they got it looking alike so fast, there seems to be a factor of intent in all this, so there is every chance that Alibaba will go to court against the people who made Area F2. 

 

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November 17, 2014 · 01:59

Rated into immorality

Can anyone explain something weird to me? The news is given (at http://www.theguardian.com/technology/2014/nov/14/twitter-given-junk-credit-rating) to impress upon us a combination of values and steps that are beyond immoral. Consider the tweet, tweet twitter engine. I use it almost every day, it is the one unbiased part where we can follow events, people and companies so that we keep up to date, small messages that bring the actual information. A company that had a massive idea, is making money, when we see the quote “Jim Prosser, a spokesman for Twitter, pointed to S&P’s own words as comment: “Twitter will continue to experience very strong growth and not encounter a significant increase in competitive pressure.”“, we see issues, but is anyone seeing the question behind it? Then we see the one little gem hidden in all the text “The rating is unsolicited“, is this part of the issue? You see, as we look at companies, their revenue, their profit and some might consider their contribution, so as we look at it why is S&P suddenly decided ‘Twitter given junk credit rating‘? It seems to me that there is an economic shift going on. As companies are doing well, they are now getting downgraded for not meeting the expectations of some analysts.

Yet, where is this world going to?

Consider the application of morale (a word not found in a financiers dictionary) and reasoning for my thought train at present is the following: ‘Forex-rigging investigation: George Osborne gives full backing to SFO‘ (at http://www.theguardian.com/business/2014/nov/14/forex-rigging-investigation-george-osborne-sfo). Libor, Forex, Tesco and there is absolutely ZERO indication that this is just it. At the edge of reason we see the quote ‘Because I don’t want you to see any of my wobbly bits‘, which sounds ample and applicable as the financial district of happily ‘screw everyone over‘, it is all about the wobbly bits, according to Bridget Jones!

Consider the Forex articles. The second one is http://www.reuters.com/article/2014/11/14/us-banks-forex-crime-idUSKCN0IY0LV20141114. The issue is not just the events, the quote “Royal Bank of Scotland, HSBC, JP Morgan, Citigroup, Bank of America Corp and UBS were hit with penalties. Barclays is still in talks with authorities over a settlement“, which not just how far the issue has overstepped, but the issue is where banking laws are falling short, short to the extent that we have in access of half a decade. The issues continued after the banking collapse as the financial population continued to be nothing more than an eager courtesan to the bonus they so crave. The end result is a malignant decay of morals, standards and all this now (as I personally see it) on the standards as the poor are left with less than none, so Standards & Poor it is!

We now get back to what I regard to be a new level of exploited levelling. Consider the hidden simplicity that Libor held; now consider that debt ratings Moody’s, S&P, Fitch and the relative newbie Egan-Jones decide on ratings. Combine ‘how to lie with statistics‘ (a famous book by Darrell Huff) and the need to manipulate the market for 23 billionaires and we see the light of junk status made Twitter in a whole new light. Consider the basic state of an economy. A company sells, makes profit and pays taxes, a nation flourishes! This is a naive (remember my non-economic degree?) approach towards the worlds cloud of business. Investors, shareholders, analysts and raters are a cog within a machine of cogs. Yet this inner circular machine is different. It inflates, malleably changes and coaches towards a change that seems to be intent on syphoning and draining virtual cash flows into a different premise of profit, which is then turned to actual money. In an age of debts that go beyond the total of all treasuries, virtual numbers that have little to no foundation. The foundations and the levels they have been compromised towards are of a dimension we never imagined possible. Consider that the big banks have been fined in excess of 2.3 billion (at http://www.forbes.com/sites/halahtouryalai/2013/12/04/big-banks-fined-2-3b-over-illegal-libor-cartels-more-fines-on-the-way/), I wrote about it in ‘60% confiscated and counting in Cyprus!‘, on April 1st 2013, yet do not think this article to be a joke. I stated “If this is what frightens the US, then consider the consequences of a system like LIBOR being manipulated through the total value of trade. If that would have been off by 11.2%. Out of $1000T (UK and US combined) then that difference would be $112T“, several people laughed out loud then, yet now consider not just Libor, but the audited events of Tesco, the $5.3 trillion market of Forex and the fact that morality might be found in a church, but as we see the evidence, morality is not found in banks and financial institutions, where will it end?

With the Twitter events that question becomes more debatable and the impact that rating companies now impress upon profit turning companies have. Is it just about profit, or about the stated ‘anticipated statement of profit’? As certain ‘analysts’ claim that events are not exceeded, stock becomes junk, waves are created and as such, the welfare of companies are tweaked into a state of artificially changed state, some are inflated, some deflated, but always towards the claim of raters and analysts. The bottom line set towards an algorithm. Consider these states as we have seen not just the change of Tesco, but the events as they also gave way of downgraded profits with Sainsbury, which was not so vocally seen before that day in September. Interactions on many levels, based upon foundations that no one seems to question. Consider how the expectations were set by ‘analysts’ based upon data given to them and data available to them, now consider how Tesco had a quarter of a billion inflated and how the Pricewaterhouse Cooper auditors were ignorant of the inflated condition, now consider how Analysts used that element in predicting waves, the raters predicted and set the value and they are now setting the anticipation of investors and shareholders, an artificial pool with tidal wave creating capacity, and the two elements that have the ability to set the power and size of the waves. So how is your view of financial morality now? Consider the final part in this story. When we consider a story on Fortune titled ‘Twitter is junk, while Alibaba is class, ratings agencies say‘ (at http://fortune.com/2014/11/14/twitter-is-junk-while-alibaba-is-class-ratings-agencies-say/), why is that? Twitter is still holding its own, is it perhaps that the waves of Alibaba can be more easily influenced? Companies valued at the ability where the waves can be decided by the financial cogs, the stability of Twitter is less interesting to them, so they make way for whoever can aid in creating the waves these financial people want. (The last part you read is all speculation on my side), yet speculation or not, when we see the waves of Libor and Forex, are my thoughts so far out of bounds? How Twitter making millions is downgraded, how Tesco, beyond the inflated profits, still made a billion, it’s downgrade of 90% seems excessive beyond punishment, but Tesco is not a good example (because of their own internal manipulation), Consider the Fortune quote “And the fact that Alibaba is 90% dependent on a home market that is slowing, while acknowledged as a risk, doesn’t seem to scare the agencies“, it does not scare them, or it appeals the dependency of Alibaba to make certain decisions down the line? There is a side that seems ignored by all, I personally still have a hard time believing that (as my calculation went in ‘Price Waterfall Blooper‘ on October 25th) the price for 199 auditors could not find two events of inflation of each well over 100 million. Are my suspicions in regards to manipulations that far-fetched?

I wonder how long it will take for the law to catch up, for the Department of Public Prosecutions (DPP) or Crown Prosecuting Services (CPS) to get a handle on these events and deter these actions to such a degree. There should be additional questions as the raters are all American, in light of their shortfall that approaches 18 trillion at present. It seems that the US has no options, no solution and no resolution strategy, yet we see that the big four give ratings are all American. The last part is not an accusation in any way, yet the fact that the Auditors need new oversight, especially in the light of American auditing firm Pricewaterhouse Cooper as they will face questions regarding Tesco. As the 4 largest auditors include UK and Netherlands, why are there only American raters (of the proportions of the large 4)? With the risk of manipulation, should there not be a British and even a French or a Dutch rating service? Let’s not forget that PwC faces possible investigation, not because they are more likely than not guilty, but because their innocence needs to be proven beyond any doubt, especially in light of the amount of companies audited by them as well as the issue of 199 auditors (as I calculated them) not finding anything. When we consider the length of time that PwC has had Tesco as a customer, yet, these are two separate issues, there is no inkling of suspicion that auditors are part of any manipulation, yet the auditor’s data is essential to such steps.

Where is the solution?

Not sure if I know of one, laws can be made draconian to give much harsher sentence to the transgressors, but the issue is not the transgressors, the issue is that these ‘manipulators’ have by definition of law not broken any rules. Yes, we see the fines of Libor and soon Forex, these transgressions are seemingly clear, but what of the raters and the analysts? The issues of data are at the foundation here. That what is raw data and how it becomes processed data is now at the centre of it all. That what is construed to be the creator of waves through analysts, raters and auditors; Auditors collecting the data, analysts to manipulate (which is what they might see as a simple application of personal preference and weighting) and raters to set the pace for investors and shareholders.

So tell me, how wrong is MY view and why have these influential cogs not been dealt with through legislation?

 

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