Tag Archives: Amazon

September 26, 2026 · 16:39

TradeDelicious

Yes, a difficult word and not one I understand all the time, that blissful feeling that oozes over me comes with a shortage and it is shared by all with a weak understanding of economy (not something that happens to people like Mark Carney), but I (the one and only) an at times blissfully ignorant of the economic condition. As such, at times, I fear that ‘weakness’, but I do not fear being weak on this, as such I try to keep awake (as like, not sleeping) on the economic condition. And I was ‘made’ aware of an article in TradingView by the headline ‘Michael Burry Warns Microsoft, Amazon and Oracle Could Face AI Write-Off Shock’ where we see “Burry said net capital investment by S&P 500 companies reached 2.07% of GDP at June 30, a level he described as the highest in nearly four decades outside the period following the 2000 Nasdaq peak. He estimated that Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), Meta (META) and Oracle (ORCL) have about $3 trillion in commitments and other exposures linked to AI infrastructure, including leases, construction projects and purchase obligations.” So, whilst we also see that these are the firms that ‘eloquently’ dismiss staff members all over the globe, the idea that 5 firms have over 3000 billion invested on fake AI settings (my personal view) is a little too shaky to consider and that needs to be taken into consideration. You see, I don’t care about Microsoft, they did this to their self, but I am concerned about Google and Oracle. They are the massive backbone of larger IT. And they are firms where I would have liked to have been part of and part of me still are. I deliver support and customer care and as such I believe that these two firms are part of what most of us really like. But I also see that if support and customer care diminish in these two parts of IT, customer care will really falter on a near global foundation and as such places like TradingView are making me aware of hardship coming our way and don’t take the words of Satya Nadella as some kind of gospel. A little less than 15 hours ago he basically proclaimed “Nadella thinks the AI industry is too self-obsessed to explain why anyone else should care. “I think we are way too self-obsessed as an industry about, look at us, how glorious we are,” he tells me. His prescription is to let the people using AI speak to its benefits and demonstrate that it creates economic opportunity for workers and the communities hosting data centers. More pronouncements from tech CEOs won’t do it: “Any amount that I say or any one of us say is not good enough anymore, I feel.””, I say that anyone claiming that a fake setting is glorious, I have said so again and again. And the ‘doubt’ (brought like a second hand car salesman in a championship voice) will not cut it and the people are figuring this out, right now, the world is figuring out that that AI is a sliding scale whilst more and more are realizing that this is over a decade away, so that issue with Trust is a hidden trap. He, in the near past stated that he “envisions a future where enterprises manage millions of AI agents working alongside human staff”, really? Microsoft cut more than 15,000 jobs across two major rounds in 2025 to reallocate resources toward massive artificial intelligence (AI) infrastructure investments and 4800 jobs in 2026. That is massive and the claim that “An autonomous “always-on” digital teammate running on cloud servers that can work 24/7 without waiting for a prompt. Users assign it a name, role, and goal to track project decisions, watch channels, remind colleagues, and manage multi-step workflows” I reckon he got that ‘Always on’ from Don Mattrick and you know what happened there. It basically costed him the entire gaming branch Microsoft ones had and now that is basically gone. And then for the longest time he ‘proclaimed’ that “Microsoft and industry research project that more than 1.3 billion AI agents will be in operation across global business systems by 2028” and whilst we can see that 1.3 million (a 0.1% part is coming true, the idea that the 99.9% comes within the next 14 months is laughable to say the least. It is predictive speculation (which is nothing like predictive analytics) and he better adjust his point of view and I saw that even before he made that claim. I speculatively am considering that he has been sniffing the Microsoft glue too much. So as we all take notice of this, we also see that people Like Oracle have been footing the hardware and software bill and the makes sense, because no matter how I see things, even in predictive analytics, whomever holds the hardware and software will become undisputed rules of that field and that is where I see Oracle going, as such “Oracle has cut approximately 21,000 jobs globally (about 13% of its workforce) over the past year as part of a major corporate restructuring to fund massive investments in artificial intelligence (AI) and data center infrastructure” (source: BBC) makes little sense. In all earnest, if people are to embrace the data centre vibe, Oracle needs more, not less people. Because all these dim witted  IT population out there needs to come massively aware of the shortcomings of data centres and with that the people who are learning that trinary beats binary in that field will take massive undertaking and even as Oracle is one of two players to be aware of that (Snowflake will be the other one) we can see that the world will undergo changes and massive ones. As such I felt that my ‘expertise’ in training, tech support and customer care would be my asset when all this hit and that current population of ‘yay’ sayers will undo itself in a haze of confusion when the world gets the setting that they had been betting on the wrong horses all along. It basically would set me up for a better job in the currently near future in Canada, the UAE, EU or other commonwealth places. Because the truth is that when people are figuring this out, the people they fired at Oracle will be worth their weight in gold and I feel that I would be on the ‘good’ stack of people discarded a little too soon and the was making me happy. 

So to see the View of TradingView where we also see “Burry expects investment to keep rising and said write-downs could emerge around 2028 or 2029 if AI capacity exceeds demand. He compared the current spending cycle with the late-1990s telecom buildout, when heavy investment was followed by excess capacity, weaker returns and substantial depreciation. He also questioned Oracle’s treatment of customer prepayments and cited rising financing concerns surrounding its large data-center projects.” But consider that he states that “when heavy investment was followed by excess capacity, weaker returns and substantial depreciation” comes with shortage of staff and the ‘figment’ setting of 1.3 billion AI agents. The pure waters will require tens of thousands of support staff, because when that part goes, the global customer care and customer support stations will be empty of people and anyone not ready there will be requiring that group of people to be fought over and quite hard. And in all this, no one is looking at the requirement of IBM at that setting and it will acquire as many ex-Oracle staff as they can for the mere need of support for its IBM Bob (basically the IBM Watson AI branch) coding agents and that shortage needs to be filled up fast, because as we are given “IBM Bob Powers Faster Innovation, Higher Productivity & Modern App Development. IBM Bob Accelerates Development by Automating Complex, Time‑Consuming Works. Earlier Risk Detection. 100K+ visits in past month” Yes, there is a market for those who are putting in the time and the hours and that is where (at present) IBM will surpass all others and whilst I hate to see that Oracle is to be surpassed, they did this to themselves. But as I see it, the market is ruled by those who steered firm and clear past the ‘AI BS’ that the world is drowning in and IBM is one of the few who seemingly did this. So whilst Oracle, Amazon and Google will require strong readjustments before 2027 cones to an end, they will feel the heartache (preceding their own upcoming coronary) and I felt that as I took all settings of training, customer care and technical support in strides, feel that I am in a really kosher place. Whether this is in Mississauga, Abu Dhabi, Sydney or Stockholm. I felt that I would end OK is a pretty cool feeling and as I see it, Oracle and IBM are pretty good bosses to end up with. So I saw that other who saw this too, because they were actively hiring the fired Oracle staff members and that is fine with me. There is a whole world that will scream “Who can we hire?” And I am merely listening to the sound web for the right signals. And that is more than all he wrote. And the ‘end’ quote on “The remarks center on future capital intensity, with the impact depending on how quickly AI demand develops relative to new capacity.” Sounds right, but it is not. Well, perhaps for Michael Burry it either is or might be, but the larger setting is that whoever have the stuff to guide whatever the larger population of IT sweeps need, the stronger that firm will be and I reckon that Snowflake is in a decent place and IBM soon will be and after that I hope that Oracle reattaches the needs it has, but the others? They will become canon fodder and consider that someone (not saying who ;-)) claimed that someone claimed that 1.3billion AI agents are doing the work in 2028 and then fires over 20,000 people and leave someone to rehires and retrains them was a little of his game. But when you rely on your own marketing to tell you the story, that is where you are heading. But that is merely my own (and optionally wrong setting). So whilst I am ‘considered’ the false prophet and I have been stating the same thing for over 5 years, all whilst the ‘adjusting impressionable’ influencers adjusted their own story each and every wave and I am still in the setting that this AI (or super intelligence) is still over a decade away, all whilst my setting of advocated predictive analytics is now shown to be a correct view is now accepted by the IT community at large is the stage you should be considering and Michael Burry is seeing a different part, but this adjustment of over 3 trillion is coming and whoever is caught in that wake will face serious considerations and whilst I am still dreaming of a nice apartment in Mississauga or Toronto is seeing where the power will soon reside, is showing a massive setting that might come with hard work, but I reckon that these places will prefer a person who saw this in the first place instead of a YAY sayer who is adjusting their view for the umpteenth time is feeling like the proper boss to work for. 

So as I see it, my time of cakes, putting and a nice warm living room is about to see the light of near luxury. And it merely took my smarts, which is what any Uni graduate will like from the get go. Have a great day all.

Leave a comment

Filed under Finance, IT, Media, Science

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

September 24, 2026 · 01:42

Rebranding the XXX farm

That is the image I see. It is an old story (I believe it came from the Donald Duck comics) and it was the 70s when I saw that particular story. Cattle was being ‘mismanaged’ and the three ducklings (aka Huey, Dewey, and Louie) found out what was happening. The diamond ranch, the W ranch and two more were missing cattle and it was the XXX ranch that had acquired them. The diamond was hidden in the 2 XX’s and the W was part of the XXX brand. It was a simple rebranding. Clever (I was merely 8-10 years old) but that was the simplicity of my weekly Donald Duck. So when I saw the News dot com dot AU and Defense One giving us ‘‘Super Intelligence’: the president’s new term for AI, explained’, his actions make perfect sense. You see AI doesn’t exist and whilst the courts are figuring out just how much it doesn’t exist yet. You see, what they all call AI is merely an advanced form of predictive analytics, with the margin of LLM, Machine Language and Deeper learning (I call that DML, Deeper Machine Learning) but it can only react to data it has and it is all done binary. My personal feeling is that real (or true) AI requires trinary data. But that is not what matters now. The setting is that more and more court cases will come and that presents a difficult case for these ‘AI vendors’ there is already the setting of copyright ‘theft’ (as I personally see it) and I have been a victim of that, thousands of my articles were (I assume) used for training. And whilst we see this, we now see that rebranding is in order and the President now calls it ‘Super Intelligence’ and that avoids the court cases where they take out the writings of Alan Turing and use that against these (now called) ‘Super Intelligence’. As such it is a clever ploy, but the ‘contracts’ out there will all require ‘reissuing’ if that is al all possible, if not the current court cases will commence, but new court cases are unlikely be successful because all the new court cases cannot use Alan Turing against ‘Super Intelligence’ I can still hold my ground and I will be proven correct over the whole range, but these ‘Super Intelligence’ can now hide behind a ‘miscommunication’ setting like they always do. I think it is hilarious that all these people hiding behind millions are so bad in communicating. Is that where their skills lie?

(Just asking), but there is a larger setting, you see this ‘Golden age of Super Intelligence’ will need rebranding and that is where the shoe will not fit. These investors have been suckered into the trough of Artificial Intelligence and I am speculating that these people will try to get out during or after the rebranding and cut their losses. Because they fear what they have since decently recent feared all along. They could lose what they once had and that is the next step in this ploy.  So when we get to “President Donald Trump on Tuesday announced a rebranding of the term “artificial intelligence,” saying during the United Nations General Assembly that from now on, it will be called “super intelligence.” “From this point forward, all of United States’ documents, and hopefully the world’s, will be changed to use the much more accurate term, ‘super,’ as opposed to ‘artificial’,” he said.” And it is the setting “hopefully the world’s” is where these second hand car salesman (aka AI vendors) see the setting that they are ‘merely’ adhering to what the President of the united States requested and required and it gets them off the hook (which is how I see this). 

So when we get to “Though the rebrand may have been a surprise to many, superintelligence is already an established term in AI literature. It was popularized in philosopher Nick Bostrom’s 2014 bestseller Superintelligence, which defines the term as “any intellect that greatly exceeds the cognitive performance of humans in virtually all domains of interest.” Artificial superintelligence, or ASI, thus refers to future AI systems that could be much smarter than humans, and contrasts with the weaker forms of AI that exist today.” And as far as I can tell, they all are silent on Alan Turing, that ship has sailed and now the age of damage control starts. They overreached and they fell short and now this so called golden age needs to be contained. These second hand car salesman all need to reset their views and they will all hide behind the miscommunication of new technology, but now it is all better, it will all be great and it will not. There is over two point five trillion dollars invested in all this and how do you think that will fare?

And I personally think the quote “But others say the possible renaming contributes to an ongoing conversation about AI’s growing abilities.” Relies not just on ‘contribution’ but to a larger extent to the stopping and avoiding of legal matters now in full swing. In addition ““‘Super’ does align well with the fact that AI is exceeding human capabilities in a growing range of tasks and by increasing margins, which can have distinct national security implications beyond simply matching human performance,” said Caleb Withers, a research associate for the Technology and Security Program at the Center for a New American Security.” Yet the entire ‘leap of faith’ the act in absence of data is also painted over. A strength that people have it seems that the article does not bare this out and the setting where we see this all important person named Caleb Winters is used to obfuscate what exactly? So whilst the article ends with “Trump reportedly worries that an AI slowdown could cause a market crash, and sees “super intelligence” as a critical sector for America to stay ahead of China. “Whoever wins AI, you have to remember this, and now I say, whoever wins SI, whoever wins super intelligence, wins. That’s the group that wins.”” And it is mere deceit. AI will take over a decade and that has been clear for some time, rebranding this does not alter the fact. And (as I personally see it) setting the “a critical sector for America to stay ahead of China” is even more laughable. Because the west is playing hockey with a Trump card (grok vs OpenAI vs Google Gemini vs whatever Microsoft has vs whatever Amazon has) and that goes up against whatever China has and so far I am not impressed with the results. I have no idea where China stands because I categorize all AI as fake AI, no matter where it is from and I gave my reasons in several articles. So far I have been proven correct nearly every time (I prefer nearly as I am unlikely to be  aware of everything) but the setting of this rebranding bothers me. In one setting that it was only possible if all the involved parties were aware of the dangerously thin ice they were on and as we get a song and dance of musical chairs where they all point at each other and state “We are abiding to the needs of our president” and more of that, all whilst they comprehended that this state was nearing its end. The Motley Fool gave us 4 hours ago ‘Sam Altman’s OpenAI Is in Talks for a New Funding Round Valuing It at $1.2 Trillion Instead of an IPO. Here’s Why He Called Going Public Now “Ill-Advised.”’ Where we see “In a recent interview with Fortune magazine, Altman said that — in light of safety concerns regarding OpenAI and other similar artificial intelligence platforms — “right now would be an ill-advised moment to go public.”

The safety concerns in question are the prospect that AI systems could make unchecked decisions on their own that result in measurable and meaningful harm to humanity, up to and including taking actions that cause human extinction.” I personally feel that this is a false statement and it has been a long time in the making and they fear (all these vendors) that the comedy caper ride is ending and as we n ow see the age of rebranding, there is more to come, but that takes time and the delay of over a decade will not be met and as I see it the involved parties are all aware of that. 

So, when you see these proclaimers of AI in the background, see that they are merely influencers trying to appease the hordes of people like flim flam artists and connected to all this are the vendors. The one advantage this gives us are these flim flam artists is the need to ‘adjust’ their story and I reckon that they aren’t all seeing eye to eye on any of this, because once burned twice shy. (An adjusted expression) and that is where we are at present and it is not over yet, not by a long shot and there is a third setting. Where exactly is China in all this, because that matters too. Because the actions of China in all this will reverberate all over the EU and the Gulf States and I wonder if the players in this game considered that. But as I see it, hatred of China won’t matter because the people have their vested interests and no interest in hatred that is where President Trump as well as the United States are flawed. So whilst we were given “whoever wins SI, whoever wins super intelligence, wins. That’s the group that wins” they seemingly forgot that SI is a new term, rebranding has a downside, it requires time and it seems that these wielders forgot about that. They need to rebrand their fake AI and at present the people are confused, it is all happening too fast and it is happening all whilst the people are realizing that their AI is not any kind of Super Intelligence. The people are realizing that they invested in an Edsel and you know what happened then, do you?

That is merely my view on this and I reckon that I am seeing it correctly, if not you can brand me the towns idiot. Because that is true too, I could be wrong. Only the king of idiots thinks that his truth is the only one that exists. I believe I am correct, but I will always consider that I could be wrong, it is a requirement of critical thinking. Have a great day you all.

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

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

September 18, 2026 · 10:21

Reverse CandE

That is what I am postulating. The setting of Cause and Effect. It is slightly better than the butterfly effect, which makes no sense in the chaos theory as their flapping wings will not explain the volcano’s on Indonesia or the drowning buffalos in India. But cause and effect, sometimes ‘explained’ away by ‘post hoc ergo propter hoc’, which is nice, but I also support the fallacy in all this that this is assuming a causal link simply based on the order of events in time. Time is never ever a proper setting, even though it is the one part we currently cannot influence at present. But the setting of cause and effect is clear and I have been reversing this for the longest of times, so I took the effects I saw and went back to the cause that caused it. It is a flawed setting, I know that because it depends on how much data I have, just like a fake AI, it can only postulate on data it has and draws a blank when that required data is missing.

So here we get to the Guardian (at https://www.theguardian.com/world/2026/sep/17/trump-calls-eu-offer-to-canada-associate-membership-laughable-threatens-tariffs) where we see ‘Trump threatens to stop trading with EU over ‘laughable’ membership offer to Canada’ and some will laugh at his delusions, but I am looking deeper than that, is this another nail in the coffin  called the United States of America? I have supporting evidence all over my blog in the last two years. You see, that president is scared like a little bunny, because he is about to piss of all the members of power in Wall Street and there is no way they will go along with this. The earlier marker which was given to us yesterday by the BBC with ‘Trump hits out at US central bank’s decision to hike interest rates’, is saw this a lot earlier when I mentioned and compared the dangers of the United States with a setting in 1923 called the hyperinflation in the Weimar Republic. You know that time when you paid 50,000 Deutsch Marks for a cup of coffee and the United States is heading in that way (if it was up to this US administration) but the setting we are looking at now is given to us by the Guardian. So when we see “US president responds as Mark Carney seeks to move closer to Europe and diversify defence ties”, so as we see the delusional settings of the United States. We really should be looking at the counter settings. As Europe will also be setting the absurd need for oil (because go the Gulf States and the Iranian/Houthi terrorist settings) Europe and the EU have optionally secured their oil needs for the near future. I reckon that once the gulf states secure the routes they need to have and by law were allowed to have, they will deal with Iran and its terrorist links in not so subtle a way. 

And as President Trump is seen like a one trick pony and his ‘solution’ to everything “The US president said that if the EU moved forward with the plan, Washington could impose “very serious tariffs or stop trading with Europe”. He added: “If it’s a good intention, that’s fine. If it’s a bad intention, we’ll put very heavy tariffs on Europe.”” But here he misjudges things. You see, no one wants to do business with the USA and when you do not deal with the USA and completely shuts it off, there is 0 trade and as such 0 tariff. And the setting for the EU and Canada are clear. Canada secures a lot more trade and perhaps not in all fields, but the oil will make up for a lot and whilst Canada secures additional trades with other Commonwealth parties, Canada will be better off and as such so will the Commonwealth and the EU. 

So then we get to the juicy steak and with “Ursula von der Leyen said: “This is a partnership not against anyone else, but for our common strength. In short, we want to bring the relationship with Canada to the highest level possible.” In response to Trump’s comments, France’s Europe minister Benjamin Haddad said on Thursday that Washington had no power to veto EU decisions.” And with this the second hurdle Is broken, as Washington never ever had powers to veto the decisions of the EU, the view of delusion is clear. So whilst there is every chance that Canada selects the Gripen, and the EU selects Canada, we see in this economy of turmoil that Wall Street will either select a new president, or be washed up. Either way works for me and I worked from the effects we see to the cause that caused it all and it is not a pretty picture, because as I see it, others have seen this too and the population of the United States will face a massively harder time as costs will rise to surpass the amounts these people can afford. As I Personally see it, it will be a lot harder than the settings of the Great Depression (aka Wall Street crash of 1929) and it will be at least twice as bad now. It will be a lot worse because the options of getting something by paying 10% is no longer possible. The banks will be broke, the corporations will be broke and this was enabled by that fake golden age of AI, Consider that the elements that we are given are:

Microsoft has committed to a massive global multi-year CapEx cycle, nearing $190 billion, to build out the data center capacity required for the AI economy. But the reverse is also seen. Data sovereignty in the EU and the commonwealth will shut them out of massive amounts of data and this is already happening, but the ‘investment’ cycle is still held in high esteem. So what happens to a data centre that has no data, or basically much too little? Now Microsoft who is valued at 3.70 trillion will not worry about that 190 billion, but the grease wheels expect return on investment and that is not coming into their books until late 2035, so what happens? Google and IBM are in a much better place, but Amazon and Oracle will shed blood and plenty of that and this will be going on until the late 2030. And all alt the US economy needs to pay poverty a trillion dollars in interest. There is no question about how great the US economy is, it is not and someone has to pay the piper. That is what I saw over two years ago with the little settings that was clear and now Wall Street will need to adjust the sails and they will sail away from President Trump, he is now a clear and present danger to the US economy. Jamie Dimon and David Kelly (the fat cats of JP Morgan) had already raised alarms in October 2025 and matters have only gone from bad to worse. The world at large is shunning the US as an ally and an economic partner. Optionally only Japan remains, but they likely have no choice in that matter.

So what are the causes for the United States? I would say delusional settings. You see, what gave the United States the idea that they could veto whatever the EU decided on? What gave them the idea that Canada would ever be a 51st state and what gave them the idea that the Gulf States would sit by whilst Washington renamed the Strait of Hormuz to the Strait of America? What possessed America to take lead in Danish territory (aka Greenland)? There are all matters that are effects of a case that is simply put that the United States is scraping the bottom of their economic barrel. They are out of funds and now basically out of time too and the midterms are about 8 weeks away and the current president is now too afraid to face the American public and they have had enough of him. The cost of their survival is about to be shown in real numbers and that is what this president fears. No matter how much he promises them for their vote, they are now seeing that he cannot afford anything, so they get nothing. Simple cause and effect.

Have a great day today and consider taking time to enjoy a decent breakfast and a coffee today.

Leave a comment

Filed under Finance, Media, Politics

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

August 31, 2026 · 19:49

Balancing innovation

So, after yesterday I cut the article short. There was a reason for that. I was adding what I am about to tell you yesterday, but I saw that the article was getting to verbose and that leads to people dumping all that effort I put into this (might not make sense, but that is what I found). So I kinda brushed on this in the past, but I was taking another look.

The game in question is Balance of Power, it was a cool game in 1985, but the political stage has changed. There is no longer the setting of the bad bear and the bald Canadian eagle, we have a lot more players and also technocrats. You know the grocery stores called Google (Alphabet), Meta (Facebook), Apple, Nvidia and a few more. There is also the stage of all that fake AI (OpenAI, Anthropic, Grok) and a few others and when we talk about grocery stores, we much also talk about the milkman, that wholesome concoction made by Palantir (Alex Karp) and now that the Middle East and the Gulf States are more potent players in the world influence stage. And then I had an idea. There is one setting that bothers this setting. No matter how strong we set the stage, the world is in too much turmoil. So the idea is as follows

W have an annual file and through online papers and quality papers (Reuters, BBC, CBC) and a few others, so as these organisations are set into the light their reputation if under duress though Z-Scores and it will take someone more clever than me to set that in motion, so I gathered that news (like ‘Nvidia, Microsoft, Amazon and Google Just Racked Up US$160 Billion in AI Gains- But There’s a Catch’) and these articles always have an impact on the company, as such it is important to keep as close to the news as possible and whilst these players all get a monthly/weekly adjustment. That game would get a lot closer to the reality of political simulation than the original of 1985 ever was. And whilst we add the channels of internet and clouds never to TC and radio there is an impact study that could be an educational treasury for universities as well as graduated people. Interesting that others never considered this setting or the evolution of games in new directions. It is not a simple setting, there needs to be an algorithm of people, optional implementation of Z-Scores and the formulas on how to do that, with the annual files that resets the entire setting to nil (to the bare annual file) and there is an offset to corporations, countries and political players in this setting and the algorithm needs to be done close to a thousand times and in todays setting this is pretty easy, but it needs to be done every day and that is a complex setting and I admit that this wasn’t possible in 1985, but now it is a clear setting and when we leave this to fake AI, it becomes easier. You see, it is all set to data and to achieved notions, not predictions and that is where even fake AI is an achieved setting and it could speed up the stage.

There is also the considerations that media needs to be set to consideration, because if you have one source, the Z-Scores might also be negatively impacted (as in less reliable) because the setting of a target (corporation/people) becomes set to negative Z-Scores (decreasing standing) and positive Z-Scores (increasing standing), but I am guessing that this might keep the game actual and optionally factual. 

So what is a Z-Score?
A z-score is a standardized measure that shows how a value compares to the rest of the data in a distribution. As such there is the setting on how is impacts. Some will say it is the wrong use of this score, but when we have the tech-dudes, we will get to a average value of these people. So far all good, but what sets the average of Sundar Pichai, Alex Karp, Mark Zuckerberg or Sam Altman? I am getting to the setting that like the old expression (from the 60s) in the dark all kittens are grey, but now in the limelight all tomcats are black as night and there is a difference between limelight and under the Lightbox. So I think I am in a good setting, but it is something that could spark its own debate. For countries another formula applies and it is almost the same but when we take political, religion and a few others settings in play, it is likely to become massively complex. 

So whilst this game can absolutely be upgraded, I also wonder if this could become a real educations tool for universities and political enthusiasts (do these people exist?) So, I have not worked out all the issues, but I tend to think that this is more the business of Chris Crawford who created to original game and it should remain his IP, I’m funny that way.

So whilst we see one game to be set into the 21st there is space for loads of other games to follow that setting and that is where Saudi Arabia has an edge, I have shown in the last two weeks that Saudi Arabia has the setting to make close to 10% of the invested amount through the upgrading of the old games, because they also have these IP in their setting now and this also implies that they could also improve the programming skills of the software houses they could unleash on all that gaming IP and they could even start a wave of games for streaming systems (which connects to the idea I had for at least two years). So as the setting clear towards the end of 2026, there is now a setting of balancing innovation, because the meaning of innovation is the practical execution of new ideas that create real value and improve products, services, or processes and that is what I have been doing for years and whilst others think it is folly. I have been playing games for the better part of 45 years over a dozen consoles, home computers and PC’s. So whilst we see that some are ‘written off’ as too old, or too limited, the reality is that these games were never considered to be combinable and that is where some of these games are the next influx of gamers and that is where those Business Analysts in these gaming houses, relied on Excel, but gaming is art and I have clearly seen that for decades. So now that Saudi Arabia has the IP for dozens of games, the rest is flying behind the wheelhouse (did I use the right expression?) They are now fishing behind the nets and whilst Saudi Arabia is gaining strength in this setting others will see that their old IP could be a decent setting for the future. So far I have seen on person cash in on his IP. It was David Braben and whilst he created Elite in 1984 (BBC Micro B/CBM64) , he renewed his game in 2014 and he made it an amazing game and it was well beyond the original and others could have that same setting, but they need to wake up.

Have a great day.

Leave a comment

Filed under Finance, Gaming

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

August 25, 2026 · 01:54

If his lips are moving

It was the first thing I considered. You see, I saw an article and it made my blood boil, but a few seconds later I was considering some of the options that this could have been enabled through ruses. So what gives?

The article that pushed me was ‘Trump says Canada wants ‘benefits’ of being US state after trade talks collapse’ (source: BBC) where we see “US President Donald Trump has said Canada wants “the benefits of being a state, without being one” after trade talks between the two countries collapsed late on Friday. The breakdown of negotiations triggered new 50% US tariffs on a range of Canadian goods. Trump also said American farmers had been charged “massive amounts of Tariffs” for years.” What I think happened is that Prime Minister Carney pulled the deal and he could have said “What is even the benefit of being in a partnership without having an actual partner?” Or something to that effect and as we see the Guardian giving us “Carney, whose willingness to stand up to Trump has made him popular in Canada, has said that “America has changed,” and that the two countries would not return to their old relationship. The Canadian public has also been incensed by US policy towards their country, particularly Trump’s comments about turning Canada into the 51st US state. A petition to expel the US ambassador to Canada, Pete Hoekstra, has collected about 248,000 signatures, accusing him of normalising the notion of the US annexing Canada.” As such we now see that a trade war is in effect between our friends in Canada and that place where idiots reside (a place between Canada and Mexico) and it is time that we openly support our brethren (sisters too) in Canada. 

And as the Guardian is also giving us ‘The lesson from Canada’s collapsed trade talks with the US: negotiation may be futile’ where we see “Breakdown shows Washington now prioritises its own interests over any semblance of shared economic ground”, which is weird as I have stated this for some time and the actions of ‘America First’ gives that same notion and the forced attempts of annexing Canada, Greenland, Venezuela and recently the claim ‘Trump says he views strait of Hormuz as ‘American territory’’ (source: the Guardian) almost 3 days ago, I’ll say that the setting of America First has taken a massive turn for the worse. And I say it is time for the leaders of the Commonwealth to come out clearly and loudly saying that they support Prime Minister Carney in every way possible. I saw options to put the screws onto President Trump by all the Commonwealth parties switching from the United States to Canada for delivery for as much as possible and if booze is so under attack through Canada (with almost 35 million people) consider what the Commonwealth could do with 2.7 billion and optional support of the EU, if we all cancel whatever booze contracts we have, the United States loses its alcohol empire, or merely sell it to the United States, which won’t hold up for long at present. And that is merely the beginning because other news (unconfirmed) is that places like Disney is in trouble. There were reports that Disney raised prices on several settings for the second time and people were ‘complaining’ that food is becoming too expensive, there were mentions that the tourists were bringing their own food and Disney had also shedded staff members and we see “Disney is executing multiple waves of layoffs in 2026, cutting hundreds to thousands of roles across major divisions like Marvel, Pixar, ESPN, and Lucasfilm as part of an ongoing cost-containment strategy” (source: Fox 4 Dallas) which implies that as tourism is in danger in the United States, things are considerably worse then I thought. The so called ‘everything is honky dory’ is a little less secure. As such the bullying tactic of President Trump makes a lot more sense now. I made several reports on the United States being almost broke and now I see that this is closer to the mark then even I considered. So when we see the quote in the Guardian “Jamieson Greer, the US trade representative, has said the US was compelled to act after a year of retaliatory measures by Canada. He told Fox & Friends Weekend: “We’ve said enough and so we’ve taken counter-measures. Our interest is in protecting American workers and protecting American supply chains.” Dan Kelly, president of the Canadian Federation of Independent Business, estimated that 40% of small Canadian exporters will be directly hit by the US tariffs, and that nearly one-third expect their revenues will drop by 50% or more as a result.” And whilst this dumbo named Greer keeps on making mention of ‘retaliatory measures’ can we please clearly define his BS by repeating that they started calling Canada the 51st state again and again and the Canadians were fed up with this and decided to shun American booze and goods. And as a Commonwealthian I fully support their actions and I believe it is mandatory for all Commonwealthians to come together and support Canada in any way we can, assistance from the EU would be appreciated in this. I think they have had enough of the bully in the White House and as such they might consider the very same settings I have considered. As tourism dies down, the economic impact on the United States goes from bad to worse. Still there is more, Al Jazeera (at https://www.aljazeera.com/news/liveblog/2026/8/22/iran-war-live-trump-says-tehran-not-ready-to-make-right-deal-to-end-war) gives us ‘Tehran says US sanctions ‘declaration of war’ on all nations’ where we see “US Energy Secretary Chris Wright has hailed the US’s oil and gas production as global energy remains strained due to disruptions in the Strait of Hormuz. “American oil and gas workers have driven production to an all-time high, making the US the world’s largest producer of oil and natural gas,” said Wright in a post on X. Earlier, Wright also claimed the US military helped ship more than 15 million barrels of oil and other products out of the Strait of Hormuz on Tuesday this week.” Why is this important? Because the United States was reliant on ‘cheap oil from the Middle East to offset the sales and now the United States needs this oil a lot more than ever before, as such the oil revenue is down. This American Administration is all about the good news, not the counter balance of these events and that only strengthens the others to support Canada in these times. And whilst the Irish times (at https://www.irishtimes.com/world/canada/2026/08/23/we-got-attacked-canada-to-retaliate-after-trump-imposes-50-tariffs/) gives us ‘‘We got attacked’: Canada to retaliate after Trump imposes 50% tariffs’ with the text “Canada will impose tariffs on some US goods in retaliation for 50 per cent ‌levies on Canadian products, prime minister Mark Carney said on Saturday, after trade talks collapsed between the two neighbours.

The “dollar for dollar” tariffs on imports of US steel, electronics and other products, to take effect on September 8th, mark a further worsening of relations between the long-time allies and major trading partners. The two countries failed to reach a trade deal late on Friday, with each side blaming the other for derailing three days of intensive negotiations. The breakdown complicates the future of a US-Mexico-Canada free-trade pact.” As well as “Carney is one of the few global leaders to retaliate against US tariffs ‌and has pledged to forge new trade and military alliances, despite Canada’s dependence on the United States for nearly 70 per cent of its exports.

US trade representative Jamieson Greer called the breakdown “a missed opportunity for Canada to partner with the United States,” saying no new talks were planned with Canada.

“We’re moving forward with measures that respond to Canadian retaliation,” Greer told Fox News. “They’ve always had the best deal, and they still would have an even better deal, but they didn’t want that.”” I personally believe that Jamieson Greer is the kind of person we all need to take under a magnifying glass after President Trump loses the midterms and those who went along with this charade (like Ambassador Pete Hoekstra) and in all this, I reckon that the State Department of the United States will have a sweet time getting anyone to trust them in the near future. But all this seems to point towards the biggest default in human history, because when this comes to blows, whomever trusted this president to put money in a debt that is not seeing any resolution will likely lose that money and there is a chance that they had it insured (like the setting they had in 2004) but that implies that insurance firms will lose whatever they had and this also implies that the United States is a very unwelcoming place for a long time. But not to fret, there is still the EU, Saudi Arabia, UAE, Japan and a few other places, so there are options for plenty of people and whilst the United States lose more and more, we could also redirect advertising, because that market is generating over $1 trillion a year, but in that new setting, what were the big winners named Alphabet (Google), Meta, and Amazon capture over half of all global advertising spend is now going to new places. It could still involve them but now from the Commonwealth and the EU, likely taxed to a far degree, as such I saw markets that the United States could lose, in the size setting of $300,000,000 to $450,000,000 per year, as such the United States will amazingly likely not be able to pay next year interest. And should these players allow China to inter their settings, the damage merely increases for the United States. 

So I started this with an expression “If his lips are moving, he is lying” And what gives me that setting? Well, over 100 general assertions that the U.S. defeated Iran, at least 38 claims that a final deal or resolution was imminent, and numerous intermittent assertions that the military phase ended within the initial hours or weeks of the engagement gives me the first right and the press has not been setting that premise correctly, merely sitting on the sidelines, trying to cash in on the digital dollars and that is about to go sideways in a few ways. Still, there is an option where I am wrong, but I don’t think so, the news is getting out more and more and the parties who should have intervened never did, as such there are several sides ‘overlooked’ and that is where I push the buttons, so think of this what you will and feel free to disagree with me, but wasn’t the fact that the US is so set on their booze getting imported into Canada, whilst placing limitations on Canada’s sovereign right to pursue and sign trade agreements with other international countries wasn’t a decent giveaway? When things are that outspoken, there is decent evidence that the United States is broke beyond belief and the last round bell sounded a few days ago. But that is merely my view on the matter. Have a great day and I wish Canadians all the strength that they can muster in these hard times.

Leave a comment

Filed under Finance, Law, Media, Politics, Tourism

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

August 17, 2026 · 10:32

Looking back in anger

This is where I am now and I am livid. So whilst the CBC gives us (at https://www.cbc.ca/news/politics/canada-trump-tariffs-trade-deal-negotiation-sectoral-relief-lumber-auto-steel-9.7309039) the story of ‘Negotiators fear U.S. tariffs will be imposed, as provinces and Washington dig in on demands’ where the setting is dictated by “United States Trade Representative Jamieson Greer said there are ‘a lot of issues’ with Canada, after being asked by a CBC reporter if there were particular areas the two countries couldn’t find agreement on. Greer said that for the U.S., the current situation ‘is not a trade war,’ but if a country retaliates, ‘we’re obviously not going to tolerate that” in me there was laughter and anger ‘Retaliate’ is not the proper word that orange person in the White House (sometimes) called ‘the Pimp of the United States’ needs an education on keeping his mouth shut. Canada will not now, not ever be regarded as the 51st state and for the other settings. I think it is nice of Canada take a page from Disney business. Should the setting of dairy products be pushed, it will be in the Disney terms that they have pushed settings. The United States will produce all goods and services on THEIR dime the means stocking and removing the dairy products. So when Jamieson Greer learns the hard way that Canadians have had enough of goods from the united states and they are left on the shelves, within two weeks they will reconsider their stupidity. In the meantime the US Alcohol is still in a setting that these diners need to come at a much cheaper price, because they take up shelf space and that costs too and when the people are not buying it, the second phase starts. So in this case I call on Jonathan Reynolds (United Kingdom), Don Farrell (Australia), Cameron Brewer (New Zealand), Piyush Goyal (India) and Jam Kamal Khan (Pakistan) with the urgent request that they talk to Canada (Mélanie Joly/Mark Carney) to see what goods can they take off the list of the United States and hand these options to Canada. It will not cover all goods and it is likely a mere trickle, but after that have the same conversation with the EU and after that the Gulf States and optionally China, but I reckon it would be possible to get over 80% transferred. This is what an angry person does and Jamieson Greer forgot about that. I reckon the air force never taught that flyboy that lesson in the JAG corps, but not to worry. I know several people who read the Prince (Niccolo Machiavelli) and the Art of War (Sun Tzu), as such they can figure out what I am up to. You see, the United States has a debt now surpassing $40,000,000,000,000 as such the interest due every year is now surpassing $1,500,000,000,000. And you don’t want to play golf in a china shop, the stock doesn’t last long and in this case it will last less and less time. So whilst the American Administration is wondering where that golden horned calf named AI is, they learn the hard way that there is no reprieve until at least 2035 and when that becomes an actual revenue stream it is already too late for the United States. 

And in all this, the freedom of speech (and expression), lives in the Commonwealth and as such we can reject the goods and services from the United States, it is our right. And I can suggest whatever I can to enforce the wellbeing of Canada, which might not be something Jamieson Greer likes, but I am not American, as such I don’t give a hoot for his likes and dislikes.

As such (I am decently certain minister Li Lecheng will applaud my action and optionally President Xi Jinping as well). This is a simple setting to cut down to size and I am happy to do so, because I am a Commonwealthian, so I will have the back of Canada whenever possible (except in Cricket, then I support Australia) We all have our priorities and whilst I prefer NHL (Toronto Maple Leafs) as such I say “No grit, no grind, no greatness” and I reckon the United States are about to learn this lesson the hard way, because if we get over 90% saved and Canada rejects any offer for water and energy the United States becomes a disaster area, one that they made themselves. 

So whilst I am feeling good as I come to the defence and in support of Canada. Jamieson Greer better learn the lesson he was unable to learn in the Air Force (a presumption he learned something there) that the Commonwealth holds a population of 2.5 billion and as I see it, there are 1.9 billion muslims not to happy with the United States either, that gives un now more than 50% of the planet who is now tainted with anti-US feelings and I know just how to direct that and I have chosen the goods and services that will no longer bear the seal of the United States. So how is the debt coming along Mr President? And when the European Union is setting the field to data sovereignty the options for Microsoft, Amazon, IBM and Google will also take a dive. I cannot predict how much, but it will be in the billions as such another avenue for paying interest bills will fall away. So whilst we see that the CBC has a few issues with the story they brought, it was not up to them as I see it, so they get a pass. As for cars? I have no real idea, but Canada can levy as much tariff as they can, counter the Trump levy and Canada has cars, optionally better suited for Canadian weather and the USA? They can rely in Colorado on Texas built cars and see how they get through winter. I merely addressed a few settings and I already addressed the weapons setting a few months ago for the UAE and Saudi Arabia. More money in their own coffers and optionally rejecting whatever US weapon manufacturers brought to the table. There is only so much I can do, but I reckon I have done enough to give Canada a few ideas and optionally other Commonwealth nations as well. So whilst some a Chinese danger. I think that the bad press that Trump gave them is showing now that players like Huawei has enough to bring to the table to warrant a setting to consider. 

Have a great day. Hopefully in 15 hours I will be a little less angry.

Leave a comment

Filed under Finance, Politics

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

July 27, 2026 · 09:52

The gaming concerns

We all giggle at the ‘forecast’ of some gaming bosses. I am the same, so when I saw (at https://www.bbc.com/news/articles/c9803j74091o) ‘Amazon gaming boss predicts future where players no longer need consoles’ we can anticipate “Yes, but that is not now, it will be in the not so near future” and the setting of “Amazon’s head of gaming Jeff Gattis has told the BBC he believes the rising cost of tech means people will turn to streaming games online rather than buying new consoles. He said the tech has developed a lot in recent years, making it more viable than it used to be – but accepted some people will still buy their own hardware.” The truth of the matter that streaming is the future, but the setting towards a thick client (to a console) will make the most sense close to a decade. 

You see, some might remember the Microsoft failure Crackdown 3 where we see “Crackdown 3 uses a cloud-based compute system for its multiplayer mode (Wrecking Zone) to offload physics and environment destruction calculations to Microsoft Azure servers, multiplying local hardware power by up to twenty times. It is also fully playable via video streaming through Xbox Cloud Gaming with supported subscriptions.” But the results were “However, this data-streaming system frequently triggers micro-stutters, texture pop-in, and occasional fast-travel freezes on PC and base consoles.” And be clear, I am not having a go at Microsoft here. I actually applaud that they took this leap in 2019. It could have been better to some extent, but it was clear that the hardware was nowhere near ready even for strong servers using distributed technology. And we haven’t gotten much better at it in gaming at this time. Yes, distributed streaming is the wave of the future and I whole support this, but we are not ready, none of the gaming systems are at present to exclude a console. So when we see “While cloud gaming has long been billed as the future of video games, previous efforts have failed to gain widespread adoption – leading to the high-profile closure of Google Stadia in 2023.” I saw a future which could have gotten Google $6 billion in annual revenue, but they had closed the Stadia a week earlier. As such I offered that solution to Amazon (Andy Jessy) but he never got back to me, as I see it, his loss. Now I am still awaiting Tencent with their solution to nibble on that setting and there is no doubt that my prediction of $6 billion is real and I wrote about it in my blog (go look for it) I am not the person to hand out solutions to any wannabe that asks. And it was a real setting with gaming options to over 50 million gamers in the first phase. I predicted (as clumsily as I could what would happen after) but I have nothing real to offer after that revenue hits $12 billion – $15 billion annual. And I based it on a three pronged solution, because as I see it, a console is there for more than one reason and it would be a shame merely to offer one side. Google made the most sense as they had developed two of the solutions, but these could be remade and I wholly believe in streaming technology.

So when we see “Gattis argued there was still a huge untapped audience beyond traditional console owners which Amazon was trying to reach. “There are somewhere between two-and-a-half and three billion people who play games around the world, but only a fraction of those own dedicated gaming hardware,” Gattis said.” I find these numbers a little debatable, because as I see it, those relying on their mobile are not really gamers, that requires a large screen (or TV) and a decent console or home computer but that might be merely my view and in all this there is a future for distributed gaming, but it requires what is referred to as a thick client (console/home computer) because these millions of people will flood the internet when they are merely use a think client and I merely have to point out the issues Sony had a mere two days ago, to see the setting of “Thin clients require a stable internet and thin clients are network-dependent” that is the setting and before 2040, there is no non console setting to be had, even then you will be catering to metro people and the rural gamers are left behind. A setting I find completely disgusting and unsavory. Gaming is for everyone and even if (at times) we see that there is a lot to be had from these ‘metro’ gamers. It is completely unacceptable to stop catering to rural gamers. If only to consider France, Germany, Sweden, Denmark, Norway, Finland, Italy, Greece and that is merely Europe. Actually Sweden has the bet internet nationwide, but if we consider nations like Saudi Arabia, USA, Canada, Australia, and a few other places. How many rural gamers will be thrown into gaming darkness because of this? I boggles the mind I say. The BBC gives us more (read th article) and a lot makes sense in all this, but the setting of ““Gamers are willing to trade a little fidelity for convenience, but not to pay premium prices for something they don’t own which stutters when the Wi-Fi dips,” he said.” Is also something that needs addressing and it is done through the subscription model, as I see it, when you are a member, you get to won a game for all time, but it requires a thick client, so games at the end of their cycle need to be downloaded to the console, with an optional SD Card, to unclog the console. That might be a first setting that will gain the favour of gamers and the idea that they have at times a month to get a simple SDCard, is not to taxing on their wallet.

A simple card that supports the total of a Blu-ray can be gotten for a mere $33, as such storage becomes near obsolete as well. As such there are options but I see it for the far future, no matter what I believe that my solution holds, it will require a thick client, as the internet at present is a little to unsafe and insecure to count on. And that is before the upcoming rematch of net neutrality, a setting so intense and massively hedged against gamers, that a thin client is too dicey a choice to make at present.

Well, that is it for now. So tune in later today for a story that will make pyromaniacs water their mouths. Have a great day all and to all have a great day gaming.

Leave a comment

Filed under Gaming, IT, Media, Science

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

July 15, 2026 · 21:01

Where’s the blame?

That is at times the question, is it Elon Musk, its version of Twitter, the ABC News, or the hacker? Personally I do not think that ABC is to blame, but they are connected to it all (they are the unwilling participant). So how did this get started? I got last night a tweet, it wasn’t the groundbreaking news I was looking for, but I needed a new idea (and I got one as you are reading) so I decided to click on it. (See image below)

So here we see a few ‘facts’ or basically news given that makes the mind curious about what is involved. I saw the ‘tweet’ with a reference to Amazon (it merely mentions that) and I do not show the on the list, so accept that. In the background was the Australian Parliament House, as such I got interested. And I got this image several times in the previous few hours (I only saw them later) but they were allegedly tweeted by @Amenenyo1, @greciaibarra528, @DriftyGar, @Lundstromm04, @MarcelWagenveld and @ezcxs I am not connected to any of them, as such they might be trolls, or spam/scam facilitators. 

Anyway it reflects towards this article from ABC news:

The article is speculatively used because it is a long article. I reckon that the scammers need time to get information from this who push the “A few minutes after yesterday’s release” article. The link goes to TR.EE, which is an Estonian address, but the article seems to reflect an address ‘ferrariracinglegends dot com’ (I used the letter to replace the character, so that you will not fall into that same setting) all this makes me think that ABS is the unwilling participant in all this. And the larger question becomes. Who is to blame? I might have fallen for that trap last week as well and I got a call from an internet phone with an IPv6 address (which I did not answer) and after that my phone gave no evidence it was called, there was no blocked call, there was no rejected call. No evidence that I was called at all. As such I am making a few assumptions and they are mine to make. But it is clear that whomever is getting into this is using more powerful tools and more agility in the internet workings all over the field. 

  1. What is Elon Musk (his Tweety setting) amounting to?
  2. Is social media to blame?
  3. Is the advertisement department to blame?
  4. How is this managed in X (formerly known as Twitter)?
  5. How is advertisement in X managed, controlled and monitored?

5 questions that are important. Because this is inhibiting what reliability X has left, when X becomes a plaything of scammers and phishers X is pretty much done for. 

So can we blame social media? It relies of propagation and influencers, and as such scammers are top tier influencers, you are basically the tool they will use to propagate their need for cash. This sound ominous, but that is what it amounts to.

So how are advertisements managed in X? That is the first real culprit, the fact that I had that advertisement any least 6 times in an hour, with 6 different addresses makes me thing that something is very wrong in this setting, especially as I am not connected to any of them. Yes I know that this could be replicated, but that evidence (which I do not have) makes the blame squarely on the advertisement department of X (as I personally see it). And as I see it, whomever manages the advertisement setting of X has some explaining to do (optionally to Elon Musk, who might be seeing a massive drop in credibility, at the max of $44,000,000,000 and he might not like what this is amounting to. Then we get to the control and monitoring of advertisements. Because this setting has references to Amazon and ABC News who are seemingly not part of this and they might be seeking legal council in all of this. 

So as you see, I have questions. I reckon I have answers too, but without clear evidence there is no way I can comment, but the questions remain and until they are resolved anyone clicking on an advertisement is setting himself up for a long fall. That is merely how I see it and I thought it ws important to spread this news as far as I could.

Have a great day you all.

Leave a comment

Filed under Finance, IT, Law, Media, Science

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

July 10, 2026 · 22:16

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.”

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.”

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

Leave a comment

Filed under Finance, IT, Law, Media, Science

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

July 4, 2026 · 05:15

Colouring your coat

That is the term I am seeing, do you? It comes in support of what I wrote yesterday about physical copies. I also added a few points that I felt were important. The BBC however (at https://www.bbc.com/news/articles/c0ryjyvjq41o) failed to disclose them and trivializes other parts. As such I am now decently convinced that the BBC is enabling or supporting the Have’s against the have not group. It is a whole new setting of people classification. So as we get the headline ‘PlayStation will stop releasing games on discs in 2028’ it remains a dangerous thought, because whatever advantage they have over others (Steam Deck, Xbox) end there and quite quick, they don’t have any advantage over Nintendo, but they will hand them a truckload of people, right of the bat.

The first debatable setting we see is ““This is a natural direction for Sony Interactive Entertainment to adapt to consumer trends as the general preference for digital media significantly outpaces physical discs,” it added.” It does not adapt consumer trends at all and I reckon that in 2027 they will face had choices for the simple reason that people like physical copies. It might not like the fact that people are forced in a download setting and the United Kingdom has plenty of rural areas, when they learn that Sony if forcing them out of gaming, the battle lines will be drawn. Gaming journalist Vikki Blake calling it a “Body blow to consumer rights” and she is right, it is. Whilst we are also given ““It’s of huge concern for game conservation and a massive problem for gamers with lower disposable incomes who rely on part-exchanging or loaning games from friends to keep up with the AAA price tags,” she said.” As well as ““Just one console cycle ago, Sony made a tongue-in-cheek advert about how easy it is to share games on PS4 as a dig at competitor, Xbox.” Which gives us the second setting, because it was not a mere tongue-in-cheek advert, it was more. Microsoft had seemingly ‘embraced’ the TPP (Trans Pacific Partnership) and so initially did Sony, their terms of service basically acknowledged it, I warned several news agencies of this in November 2013. They seemingly brushed it away. In the 11th hour, they saw the blowback it was giving, so they laughingly brushed it away with the handing of a game disc. Their was nothing tongue-in-cheek about it, Sony got really scared and did away with it in a public joke. So that was what it was and seeing this makes me fume a little. Christopher Dring, editor of The Game Business gives us ““We still see millions and millions of PlayStation games sold as physical goods,” he said. “It’s a significant business and there are lots of players that prefer to buy this way. It’s tough news for retail.”” It is and if Sony pushes this disclose setting they will hurt their own business in massive ways. And it is shown in other means too, as such we see “Sony has also come under criticism for pulling over 500 films and TV shows purchased on the PlayStation Store from people’s collections with no compensation.” There will be a kick around and Sony will not like that fallout. The question becomes why is this done? There is enough evidence not to do that and I am pushed into the squad of a “have versus have not war” the thoughts that Dutch Journalist Luc Sala gave me 30 years ago is now playing part in what was to come into what is about to happen and it is not mere gaming, I reckon that it becomes about what is after that. I am not sure what ‘that’ is, but we will soon find out. 

As I see it, the fact that the entire TPP part was ‘overseen’ gives me the impression that the BBC is embracing the “have’s” in this war and whilst we can accept that everyone takes sides, the journalistic integrity of the BBC is as I personally see it in play, because the journalistic integrity of a place like the BBC should be merely on the fence and not choosing a side, but that could be merely my view on the matter. 

Another side is seen with “The firm said its arrangement with the film production company StudioCanal has ended, meaning it no longer has the rights to sell those TV shows and movies, and they will disappear from people’s collections on 1 September.” I believe it is short sighted, I get that it can n longer be sold, but taking it from a catalog is different from deleting it from anyone who bought it, I reckon that those people are entitled to a download of these series and movies. The materials will be downed in a different setting and we are already seeing that. For example you cannot buy Shogun (2024) in Australia, there is also a setting that in Australia Good Omens (2019) only has Season 1, you can only buy the other seasons through places like Amazon. This discriminatory setting is now getting more and more attention (mainly through hatred of Amazon, which is also wrong) so as these ‘products’ are deleted we will see more and more non-acceptance of these settings and gaming is likely the one place where people unite rather fast. You should ask Microsoft, their ‘online only’ cost them their place in consoles and now whilst they were on par with Sony, they are now trailing towards 1:4, those are strong results of failure, as such I hope that someone at Sony needs to receive their walking papers. This got started somehow and at some point people want to know how started all that. But that is merely my point of view. So I hope that the BBC will soon colour their coat in a more neutral colour.

Have a great day today, it’s Saturday here already and I am a mere 110 minutes away from morning coffee. In Toronto it is still yesterday’s beer-o-clock.

Leave a comment

Filed under Finance, Gaming, Media

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