Tag Archives: Amazon

June 27, 2024 · 01:17

The side not illuminated

The BBC (at https://www.bbc.com/news/articles/c5111qxl2nro) is giving us ‘Apple in breach of law on App Store, says EU’ We get a few sides, but one side is not given to us. We are given “European Union regulators have accused Apple of being in breach of new laws designed to rein in big tech companies” It sounds nice, but at present the station “rein in big tech companies” is at least sanctimonious. We are also given “The firm charges developers an average of 30% commission on its App Store” and the penalty is given as we are given “The firm faces a potential fine of up to 10% of its global revenue if it fails to comply with the rules”. You see the one part we are NOT given is that all these developers get a channel to publish their work. The get their million by harassing people with advertising. These developers have no interest in giving gamers a real gaming satisfaction (some, but massively too little). So the EU should consider the fallout. You see Apple and Google could do two things. Pull all the games with an advertising channel, stating that this is not permitted. The second part is that they can start charging for the service. The bulk of these gaming ‘companies’ will soon thereafter collapse. You see when all these companies get CHARGED for spreading these games and cyber security. The net thing we see is that these companies will go somewhere else and the dangers of servicing hackers becomes rather large. 

The next part is that this becomes a new setting where the UAE and Saudi Arabia will get the option to offer the same thing Apple and Google did, but charging a mere 5% to 10%, the rest will probably going to China, making the EU and US lose even more revenue. 

All this because the shareholders of Epic Games wanted more revenue and they got this by throwing a tantrum like a child so that they get charged less for services. And lets be clear, they were eager to accept the deal when they were small, now that they are big they can afford to pay for the services. But that is not the only part. Epic Games wanted another path and when even one of these 3rd parties get to be hacked and the players get the damage, Epic Games will face the largest class action lawsuit in history. At that point I wonder how the shareholders will reflect on a pay cycle that will cost them billions. They had a safe environment with Apple and Google, but when that falls away these two will help to give the victims all the numbers and all the support they need to clean out the vaults of all the game developers who took the greedy way out. In addition the EU will get a new problem. As game makers fall flat and optionally move to China or the Middle East the EU will lose revenue. In the last 8 years 10 games made $13,000,000,000. So what will the EU do when that goes to China (or the Middle East)? There are over 200 companies, 105 made over $500,000,000. This was a bad call. These politicians have a socialistic mindset, Take from the rich, but they forget that these rich companies set the foundation of growth. Sergey Brin, Steve Jobs, Mark Zuckerberg and Jeff Bezos were real innovators. The mediocrity of Microsoft is pushing them back more and more. And whilst they might be shown as the richest, they are losing more and more ground. Now with the EU, more and more business will move to better (read: non-European and American) shores. 

And the EU did this to themselves. Consider the DMA:

  • Business users who depend on gatekeepers to offer their services in the single market will have a Fairer business environment (But these services come at a cost, no more Freebees)
  • allow third parties to inter-operate with the gatekeeper’s own services in certain specific situations. (If hacked those services become nullified)

Just to part, the first will nullify these innovators, they cannot afford these services and they will go to a cheap solution making them a target for hackers. The second part will end some games, gamers have no patience and no humour. So when their game stops they will all cry like little children, their toy was taken away and when a hacker does get to upper hand, the class actions will come calling for all these companies. It is a war that the EU cannot win and the larger companies will become empty shells (my prediction). 

Until this first case was decided there was merely a threat of things, now it is coming to pass. 

I wonder what happens to the ‘fake’ economy in Europe when this starts. When advertising through gaming stops. What will the damage be? Amazon, Apple and Google have other means for getting advertising revenue. The others? Anyones guess, but there is a chance that a few hundred companies are sweating because no revenue meant no cost and that could stop now. So they need to find bankers. And what will those bankers demand? All issues that the DMA (Digital Markets Act) did not consider. I believe that this Apple case is opening a can of worms  no one is ready for and the implications are long term.

And now it is Thursday, Enjoy this day when you get to this point.

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June 20, 2024 · 18:02

Changing the game

There was a setting that was designed with the recently departed Google Stadia and the Amazon Luna in mind. I set the premise to 50 million systems in phase one and up to 200 million in phase two in mind. Alas Amazon wasn’t attracted to such a sales venue. Last night I pondered a few items and I occurred to me that the Apple Vision Pro was equally set to that premise. There is a limitation, they would have to be able to run Unreal Engine 5 environments. When that is possible the rest would auto fill in, the other parts would not need UE5. Take that and like it to the Apple Arcade and they would make Microsoft irrelevant within a year, optionally to years. It is the setting that will show the other players (like Kingdom Holding) that they lost out. When this setting goes to apple, they can define a new niche customer base. Apple Arcade matter because not everyone can afford the Vision Pro. Even if a cheaper version comes to market close to 75 million people would be left in the cold. And I reckon that Apple wants the entire cluster of people. The fact that you get an arcade setting that could be upgraded to Vision Pro almost sells itself. And my predictions were conservative. 200 million is a little over 10% of the entire cluster with Indonesia, Bangladesh and Egypt leading the way. Places were Apple have great growth potential. That and a largely untapped advertisement potential as well. In the end It is a market that will end Microsoft, it gaming and their edge population (the little they had in the first place). I have been going over the numbers in the first place and I can see no downfall here. 

Apple’s first task is to set the Vision Pro to deal with Unreal Engine 5, it is the cornerstone of success, or at least it will be. In the end Apple will have to open (or enhance) a data cloud in Saudi Arabia with later on added clusters in Indonesia and Egypt. But I reckon that when they pass 100 million added people it would be a trivial expenditure. And if they surpass the 10% group (which requires data insight that I cannot lay my fingers on) the entire setting will cost Microsoft and Facebook revenue that they currently think is ‘safe’. But they didn’t count on a wildcard and it was lost because they never looked behind them. Their was billions in revenue and it was left on the floor. I wonder if Apple ever considered that. Apple has no blame, their mission statement was based on their niche market. But technology and requirements changed. With Brics it changes even more. Now they have Tencent Technology to content with. Tencent might not have the Vision Pro, but my system was initially designed without it. The Vision Pro has as  see it a larger benefit, but it is a mere ‘nice to have’. You see, sales engineering has a three tiered awareness approach. It is set to ‘must tell everyone’, ‘nice to have’ and the rest. When you focus on the first line, most people tend to ignore the ‘nice to have’ but it is there that the setting gives people outside the designated clusters are found. So don’t set to the wealthy, just make sure that they see the upside, and Vision Pro would do that. It sets the premise of a solution from 5 billion in phase one up to 18 billion in phase two and that will not include advertisement money over a dozen countries. I reckon that this is more than I can imagine (because this has not been done before) and several parts were found be looking behind me, something the current captains of technology industry aren’t doing. They are all looking forward, to the mystical AI (which does not exist). I decided to look at what was forgotten and tinkered it into a new mould. This implies innovation patents and all that is outside of the AR and printable displays (see other stories on this blog). All that and more are a future stage for the implementor of this solution, which was exactly why I got to Kingdom holding. On the far end of that, there was the real estate upgrade I considered. In light of what I noticed around Dubai. A side not considered, because all these web solutions couldn’t think out of their pond. But water is here it is and as such they didn’t consider it and it is here were I saw a side that could elevate Tencent and Huawei to a larger profit margin, not just for Dubai, but a global solution that allow real estates on a global setting to elevate their business to unfold. Dubai makes it clear. Yet it will not stop there. As the song goes New York, London, Paris, Munich they will all see the benefit and after that all metropolitan areas will follow suit. So do you think I was kidding when I said that Google et al fumbled the ball here? They ignored billions in revenue and they are all chasing a false AI dream. In a few years they will realise that a hype is merely a path to awareness and not towards revenue. Revenue needs to be real and achievable. For that we get “fake and deeply flawed Artificial Intelligence (AI) is rampant”, a quote by Frederike Kaltheuner based on works of over 20 writers. You see what the people regard s AI is merely to sides if it. LLM (Large Language Models) and DML (Deeper Machine Learning), both powerful and both opening all kinds of doors, but it is not AI, or Real AI as they now call it. Like other awareness hypes created, it isn’t real and in the mean time I created the idea for something real that could the right party give up to 18 billion a year. So when did these parts hit you, does it make sense that Google and Amazon lay off around 35,000 jobs? I will let you decide on that. In the mean time I will place more IP online so that it can only continue as Freeware. The Public Domain will show the rest on what they all missed out on. It might give me some cash, it might not. But I Will get the last laugh. I will have kept it out of the hands of Microsoft.

Have a great Thursday.

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June 14, 2024 · 12:30

The teeth that bite

It is a phase we see, the teeth are the realisation that issues are catching up with the world. They knew already, but they decided to keep you all in the dark. For this we need to go to ‘Will China Replace the US As Saudi Arabia’s Main Ally?’ (at https://thediplomat.com/2024/06/will-china-replace-the-us-as-saudi-arabias-main-ally/) there we are given the setting that China is ‘optionally’ replacing the United States as the main ally of Saudi Arabia. You might wonder what this is about. You see, I predicted this happening on June 3rd 2023, a little over a year ago (at https://lawlordtobe.com/2023/06/03/would-you-believe-that/) in ‘Would you believe that?’ I even inferred that earlier, but that was more speculation then the application of Business Intelligence. A year ago, Now lets be clear, I am nowhere near as gifted in analyses as the people in The Diplomat are (or should be) so this is where I got to ‘they decided to keep you all in the dark’, the writing as on the wall and it will become worse. Even as the United Stated is no playing nice to the Middle Eastern nations (Saudi Arabia and the UAE mainly). Their need for cheap oil, their need to keep involved but it is too little too late. Saudi Arabia is catching on and China is there to take up the slack. Brics was an element, but a small one. China was already catering to the needs of Saudi Arabia. 

And that is also my new setting of sales. You see I created the IP that could give Saudi Arabia (or the Kingdom Holding, owned by Al Waleed bin Talal Al Saud) And it could give either 5 billion a year in phase one and continuing to 20 billion a year in a later stage. Billions deserted by Google and averted by Amazon and Tencent Technologies as well (Microsoft was not invited). It merely required them to open their eyes. And with this setting there is a clear showing of elements where these players are shown where they lost out. For the most they are all on the AI horse (which does not yet exist) and more importantly, as this IP matures, the moment LLM (Large Language Models) and Deeper Machine learnings grow up and interact, the setting will become even brighter. One pillar of this could cost Facebook a little over 10% in the beginning with around 20%-30% later on. All because the captains of industry were asleep at the wheel. 

And do they connect? Yes, when China wakes up to this revenue and they see that they can go after the treasure trove of Facebook, they will have a vindication of TikTok, more importantly, TikTok could become the main driver in the Middle East, which should partially hurt Google as well (an unintended side effect). Now that the ties between Saudi Arabia and Indonesia are strengthening, the game changes even more. When Bangladesh is reeled in the loss for America and Wall Street is nearly complete. Egypt is already on board, so 3 out of 4 are on the side of Saudi Arabia, all that because people are running after hypes and (more often then not) asleep at the wheel. 

Perhaps a little reminder is in order. Chasing hypes is the consequence of marketing, not sales. One is wishful, the other is an achievement. China seems to have it partially worked out, how far they have come is unknown to me, but the setting that the Diplomat needed to give credence to this stage implies that the controlling powers are now scared that the stage is taken away from them. I think it is already being taken away, but we need to see the news on that (if they even report on this). 

The stage is set to the discussion on China replacing the United States and the west, but the one part that they do not report on is the impact that this economically has. You see, this would push well over $135,000,000,000 from the US and EU towards China. It seems like it will be ‘regarded’ as small fry, but the lack of these funds will definitely hurt the EU and the US, should my IP have the larger impact than the stage changes even further. Consider the UK reporting on a loss of 4 billion, the EU on 65 billion and the US 66 billion loss, how much tighter will their belts end up being? In that same setting Beijing will get the extra revenue which will open door to second and third tier revenue. 

We can argue that I am not seeing this correctly and that would be fair. But I have been right for well over a year, the writing was on the walls on this one. And consider one little extra. I came up with the IP. Not Amazon and not Google, so when you realise that they were asleep how much revenue did they miss by chasing a non existing AI horse? And Apple? Not sure where they stand, they have been minding their own niche which is fair enough. Yet when we consider that they too left (for other reasons) billions in revenue. What learning should we take from that? I say learning because when you are focussed on a niche that is part of a market and you mind your store, you are not doing anything wrong. We need to also see this. But Amazon and Google should have picked up on this. They cannot hide that failure. Merely my point of view.

Have a great day.

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May 12, 2024 · 23:42

Microsoft and Microsoft?

I am back after 10 weeks of open heart surgery (life is a bitch). So I had some time to think.
Yes dubious is it, but I get a doze of Google bullying me to install something which I never wanted. At least 50 attempts were made and then at 02:00 I got a message and as I reacted I pressed the wrong button and now I have that bloody add-on EVERYWHERE. So the company that was about user choices, was about customer first has become nothing more than a second Microsoft. Well done Google. Perhaps this is the moment I switch to iOS.

But that is not what this is about. You see in Saudi Arabia there are all kinds of plans and they look very futuristic. But in this A thought occurred You see the line and Mukaab need waste management, any building does, but when you have that many people the numbers start adding up fast. So my mind started to grind the cogs. In 2021 I wrote the other path (at https://lawlordtobe.com/2021/05/20/the-other-path/) it is one of a few parts but it reverberated in me. You see that brought me to the concept of printable displays. You cannot solve all the parts, but what will be saved when you enter a stage of a paperless society? 

All that junk mail and advertisements stricken from waste management? It should be quite the saving. Add to that a setting for AR and the setting becomes a larger fuel point. Zo why printable displays? Consider that this display is as small or as large as you want it to be, not some x-inch display, be a flat surface and these could be anywhere in these places. Advertising, informing and optionally advising with optional QR codes. No paper used. 

The fun part is that these displays can be private (shops) public (malls and open places). People will be informed and they will be alerted to any event. Yes displays do the same but consider that Mukaab has hundreds of shops, hundreds of eateries and hundreds of events. How much paper is involved? The Line will be even bigger and a bigger headache in waste management, as such paperless seems the way to go. Now you cannot dismiss all paper (that would be silly), but consider the junk mail you had in one week and multiply that by 3,000,000 that is one saving worth considering. 

They already advertised that Mukaab has holographical options, now consider AR to add the shops. Consider the installation of secondary systems to draw in the crowds and these systems could be globally deployed. I wrote about that in the past. There is a interesting setting. In a time when innovation should be reigning, Google is about to become just another Microsoft. I wonder who programs their Generative AI, The fact that it ignored “I don’t want this” is enough to make me wonder whether the only worthy players remaining are Apple and Amazon. Time will tell.

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February 2, 2024 · 19:17

Evolutions towards the third cog

There was a side in one of my IP, the one that Google squandered and Amazon decided that they don’t need 50 million subscriptions, that one. There was a side that I never pondered on too deep. You see that part has more than one side. One side was the people and my IP is all about protecting them. Yet there is a global need for advertisement and I accept that, I merely don’t want that junk on my work desk. It needs to be available when the CONSUMER thinks they need it, not when the advertiser states that they know when a consumer needs it. 

These two fames of mind the (shortsighted) advertiser and the consumer need a buffer. There are a few other parts in this, but this is taking certain concepts and turn them into global options. As such my mind designed the system to be this strong willed, optionally that far ahead thinking. As such (my mind) who realises that AI does not yet exist did consider adding the deeper learning systems to be part of this, after all the consumer wins and 50,000,000 winners cannot be wrong. That being said, the sight of additional IP, parts I had designed in an isolated setting and if working, a mere increase of 1% amounts to 650,000,000 dirham. Take that concept global and it starts amounting to serious amounts. A setting that no one considered and for the life of me, I cannot see why. It was out in the open for the longest time. 

The mind started to consider additional sides. You see, social media where the consumer is the centre piece, brushing against commerce when it conveniences THEM has as far as I can tell never been explored to a serious degree and now the UAE (most likely first in line) get a serious addition to consider with a player like Tencent Technologies. That part was never contemplated by me as I was looking at different IP parts, but they could be connected. It only needs the mapping API and that is where Google comes back into the frame. You see “The Google Maps Platform is a set of APIs and SDKs that allows developers to embed Google Maps into mobile apps and web pages, or to retrieve data from Google Maps.” So until Amazon has its own Mapping part, or until Tencent releases their mapping part a new event rises to the occasion and there my mind started to mull things over. Three elements that can be connected and two of them globally. Facebook doesn’t have it and Google squandered part of it. They still have important parts, but overall they left it on the floor, all whilst they had an option to be the only contender in 2021. There is another case, but I know too little. You see last September we were given “the UAE’s efforts to embrace advanced technologies are set to drive the country’s economic growth and cement its position as a global leader in technology and innovation.” I never looked into that, because my IP wasn’t up to scrap then. There was also the small desire to sell it all to the Kingdom Holding Co. The little I knew of Al Waleed bin Talal Al Saud gave me the idea that he would welcome turning a starting (a speculated: my starting) 30 million into his presumed 6,000,000,000 annually. There is now a lot more on the dinner table as this could explode into all directions leaving the owner with a lot more. How much more? I have no idea. My mind is still mulling over the third cog. You see, in the end the total revenue is unimportant to me. It is creating the new stage that big-tech ignored and optionally trivialised. And with the Kingdom Holdings having a stake in the Citigroup, their growth seems almost a certainty. But that is not on my plate. You see I need to remain focussed on serving the consumers. Only then will the IP be globally accepted and there is a lot to be had there. All the others claim to think of their consumers. So how many advertisements were added to your timeline, were shown whilst you were playing a game, were shown whilst you were browsing family news? Try counting these advertisements and see where you stand. 

The fun part?
Google had a massive advantage here, yet they decided to drop the Google Stadia making Amazon the only option (Microsoft is not considered a worthy contender). That was until Tencent Holdings came out with their solution and now the picture changes even further. Now that there is a premise to link certain IP there is a larger station to change the image of revenue. I believe that consumers do not care that YOU make a dollar or two, they just don’t want to be faced with that fallout and advertisement is pure fallout. That is one part they all agree on. Now consider that people can spend their money only once and that gives you a new train of thought. This isn’t some spiel on the margins this is a new definition on how the pie is cut up and the other players will have to do with a much smaller piece of their slice. Not at first mind you, but like all growth settings when margins grow the others lose their margins and that turns to a smaller piece of the pie.

Feel free to disbelieve this, but I have been writing about this since November 2022 (it might have been December 2021). The timeline shows me to be correct. 

So as I am about to face Saturday, Vancouver is only now starting Friday, and as such, only 16 minutes ago former PM Najib Razak got his sentence reduced (time joke).

Enjoy the day and the upcoming weekend.

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January 29, 2024 · 15:40

Pushing buttons

That is the name of the exercise and this time it is not just having a go at Microsoft, it is time to call Apple to attention as well. You see we have been pushing buttons on a keyboard for years, optionally for decades. Yet when did we see ACTUAL evolution in these contraptions? The most interesting evolutionary step was seen in CSI Miami in 2002 when an episode evolved around a laser keyboard display.

It didn’t go far enough, but it was a start, since then for 20 years. two hundred and forty months no less, both Apple and Microsoft have been spinning all kinds of innovation, but leaving a larger gap. You see, the world is globalising and both were part of that, but they never embraced the world, they merely pushed American values which are not the same.

Now consider this image below. The black keys are small LCD screens (or something similar). 

This is not a leap, this technology, all parts exist. On the iMac you can literally change the keyboard on your screen, a decent case can be made to make the iPad the Keyboard to ANY other Mac, but that is a different conversation. You see, the next part makes sen se if you know more than one language, this example shows us an Arabic version.

A setting that many have seen (millions actually). Japan, China, Korea, Arabic Nations, Pakistan, Ukraine and that list goes on for a while, even in Europe (France, UK) they have different setups. 

So here is the screen below

A simple example from Hiragana. With a home font (the white character) and Hiragana. This was not rocket science. The elements have been around for DECADES and Apple kept itself asleep at the wheel (no one cares about that snoring dumbo Microsoft). A setting that is strangling market research, Advertising and any corporations with foreign needs. I get it, such a keyboard (for now) isn’t cheap (expected $399), but over time as these edges of technology are explored more and more, the prices will go down and two multi trillion companies couldn’t figure this out? And Apple is even in more hot water. They could have set this up by having an iPad (which has 99% of these abilities) at the ready, to make that iPad a Bluetooth keyboard for any other Mac (MacBook or iMac) and they just didn’t look that far? Too many blinders mister Timmy the Cook? 

I wrote about these part (not to the complete degree now) a few years ago and none of these two entertainment jollies (clowns seem too harsh an expression) didn’t catch up? This is the issue with those proclaiming innovation and iterating themselves into the next decade year after year. Innovation comes from making the jump no one else considered and commerce is nice. You see when Apple comes with this idea at $399, someone will reengineer the idea into a $129 solution that works. It is iteration grown from innovation, but Apple made the innovative step, from there evolution comes. Was that hard? 

Are there issues?
Of course there are. Pricing might be a problem, but the keyboard has been neglected for decades, time to open that rusty door. In the end Apple can only start the setting, what comes next is up to the actual innovator. At the ready the iPad could become the start of new Bluetooth technology, which could lead to iPad based keyboards (more rectangle) and with a decently stronger screen. All options in front of the eyes of the Apple cook who seemingly overlooked it all and never looked beyond the blinders they all had. And as for the issues. Is it my job to fix all their shortcomings? Nope it is not, but with the IP at the ready and optionally a massive pay package, I can hand over some idea showing the others that I have a much stronger hand that is not out in the open (Amazon take notice please). You see Amazon could see this too, which means that multi character set design systems will take a much larger stage next, a stage that Azure/Oracle doesn’t actively has and that gives opportunity. You see the Kingdom of Saudi Arabia is investing $200,000,000 in all kinds of IT solutions, the UAE has a $2,000,000,000 portfolio ready for startups. 2.2 billion and Amazon has options, so who else is asleep at the wheels (plural intended). Is it all to be had? Of course not, but gaining a slice of a 2.2 billion dollar cake is better then nothing and some people need to realise that the Middle East is here to stay and it is investing. So why not wake up, have a coffee and see where that could lead you? 

It is merely a thought, but who else gave you the option to consider a slice of a 2.2 billion yummy cake? And it all started with a keyboard, so where are these so called innovators now?

Enjoy Monday. 

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January 25, 2024 · 18:42

Those happy dreams

We all have them and I just had mine (not the one with Laura Vandervoort). The dream started with me attending some gameshow with Amazon bigwigs. I personally handed Phil Spencer a gold inlaid wooden spoon with the message that I try to keep my word. That morning Amazon with the Luna surpassed 75 million consoles (plus subscriptions) sold, Microsoft is now deal last in the gaming industry (nice achievement for the strongest console in the world), apparently big hardware isn’t everything. But the dream moved on, I was talking to His Excellency Ahmed Al-Khateeb, Minister of tourism for Saudi Arabia. 

I was explaining to him (and to myself) a new approach to customer service solutions and I called it the Complete Customer Service Solution System (C2S3 for short). The image is more for myself so I can recall it later. A complete system based on foundations of Nice CX One but with a massive difference, the organisations were no longer central here, they are still the centre or axial in it all, but the central setting becomes the tourist. A system no one ever considered (or off hand rejected), but in 2025-2030 the tourist, the customer needs to be the central hub in everything. Places like Saudi Arabia and the UAE need an evolved customer solution system because that is how they remain top player. The larger players (like Hilton and Marriott) will get on board fast, because they will see the benefit there, then the them parks and soon thereafter they all want to join such a system and in the cloud you can find a person fast. You see, the biggest drain on any vacation is time loss, people take it for granted, but what happens when one or two players throw that overboard and redo the whole thing? What happens when the total vacation has 0.1% logistics at best? You go through the mill in the Airport, at the hotel, at attractions, at resorts. So what if the airport is the start, but it is replicated to other places as soon as you go through gate one? What happens when you are in a new place and you do not get lost, because the tag you have tells you where you are and where you are supposed to go? Now consider that around the world, it is estimated that over one million young people are reported missing every year. Don’t be afraid, will over 95% is found within a day. Now consider this new system where a child is found within the hour, optionally quicker. The loss of stress in almost unimaginable. And it is not merely loss that is removed. It is that places will hand out badges with RFID, the RFID records your achievements and records what you have done, so the tourist will have a record on him that he can look at. 2 days of skiing, 12 slopes, they keep a progression record and a record of places. In Japan they have a booklet where you can stamp where you have been and every place has its own stamp. Now consider that digital record, connect that to a digital library and the tourist can make a small photo album with their own images and insert their digital records of places they have visited. They can make it anywhere in the world and it can remain private. A system where the foundation is Arrival and Departure, it does not matter where you go from there. You could visit as a family the Almasaa Cafe in Riyadh, wouldn’t it be nice to insert a digital sticker in your album when you were there with personal pictures? The list goes on and a system like that isn’t build overnight, but it has the merit that for once the tourist is the centrepiece of it all (some claim that, but it is their sales system). A setting where the customer solution is build and designed around the customer. In 43 years I have never seen such a system, have you? 

Now that Saudi Arabia and the United Arab Emirates are about to be the pole position players in tourism, such a system would solve several items. They would also imply that they are about to stay at the top position until others catch on, and after the SEC blunder I saw yesterday some players will be behind these two players for years to come. 

Just a thought, enjoy Friday in 24 hours.

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January 12, 2024 · 11:41

Warning to Google

This must be done. I have spoken out to others and I love my Google, my pixel (etc, etc) and as such it is important to speak out to them as well when it is called for.

As such it starts with the latest update to Android, the Pixel now gives the weather on my screen, this is great. Then the problem started. I woke up with my mobile saying it was cloudy and sunny. As such I went out to infuse my blood with caffeine. A process most people go through, especially at 08:00. So I walk out and I am drenched to the bone in about 45 seconds. 

As such whilst sipping coffee I take another look at the weather part. It was set to Sydney. OK, my bad. So I look at the settings and I add Burwood to the equation. But here the issue starts.

Google wants my GPS to be active. There is no reason to keep track of what I am doing and in addition to that, GPS is an additional drain on the battery. A drain I can do without. It would have been so easy to save that setting in the app. Just save Burwood. I am there 97% of the time anyway. You see here is the warning to Sergey Brin, Larry Page and Sundar Pichai. The world needs one less Microsoft, not one more and that is where you are heading. Living of captured data. You got ahead by differentiating yourself from Microsoft, not to clone its business practices making Google the big bad to become.

And it took seconds to see that saving the weather setting was the easiest. Some might like to activate GPS, some need it but forgetting those who do not like it is bad policy. You see the current big bad (Microsoft) has additional issues and more re coming their way.

They bought another gaming franchise and paid close to $100,000,000,000 for it. So at 6% (rounded down) implies that they need to make well over $6,000,000,000 to merely pay the interest. Their gaming business is stated to be making $3.9B per quarter, giving us that 100% will go into paying of this load (principle and interest) and that will take a speculated 20 years to complete. This is now a setting where we see in what I presumptively call a Ponzi approach to their businesses. 100 years later and some still think it is OK to be this stupid. I saw this in the late 80’s with a Dutch firm called Infotheek. They bought everything around them and they went the wrong side of bad soon thereafter. This is in part why I predicted that Microsoft will enter collapse by December 2026. They lost their battles against Apple (tablets), against Amazon (AWS), Against Sony and Nintendo (consoles), ad now they are shedding marketshare in Office and streaming isn’t going their way either and that will go from bad to worse when the Tencent Handheld becomes a global brand. This is what is out there and Microsoft is losing more and more battles.

Google, I do not fault you for leaving billions on the floor. You did drop the Google Stadia after all. But when we also see (at https://www.bbc.co.uk/news/technology-67937725) that the BBC reports that ‘Google’s billions make job cuts ‘needless’ – union’, we see a new pattern evolve. I am not judging on this move. There are always two sides and we see one side, but the image for Google is changing and that is not a good thing. They need to show themselves different. I for one (for more than one reason) are all in favour to change that workforce. Not to fire them but to give them a chance to pick up the billions Google left on the floor and there is more than one stage here, so there is a real option to pick up a lot of money globally and I recently gave the view on my blog. So I made it open to all (except Microsoft, they can sink to hell for all I care). 

So what gives? Why does a nobody (me) give a warning to Google? I reckon that is something you all need to look at as well. 

Enjoy the day, It is Friday here, in Vancouver not that much, they still have a bit to go.

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January 11, 2024 · 23:45

Clutter

It sometimes happens to any of us. Our brains get cluttered in all kind of ways and I am no different. For me it all started yesterday when Final Draft gave me a free update to version 13. It felt like that very late Christmas present you never expected, but when that email arrives you are more than double happy and I really felt the happiest I have felt that entire year (relax it was only day 10 of that year) but there you are. It was that happy surprise. 

So, as I am continuing that stride with the first script, this one meant for Al Saudiya, I see that I have a lot of work ahead of me. There is a mini series, a three season TV series and another series which has no defined size yet and all of them have parts all over my blog, as such I have plenty to do.

It was that point when I saw ‘Amazon to Lay Off ‘Several Hundred’ Across Prime Video, Amazon MGM Studios, 500 Cut at Twitch’, it wasn’t the Variety version I saw first, but it was the first that turned up now (at https://variety.com/2024/tv/news/amazon-lay-offs-prime-video-mgm-studios-1235867454/) there we are given “Additionally, 500 employees — or 35% of the workforce — are being let go at Amazon-owned livestream platform Twitch” this is not trim ming the fat. Even as Amazon has broken expectations all over the board. This is about tax year 2024 and this is about meeting the shareholder expectations, or at least that is what it comes over at for me. Mike Hopkins gives its staff members “It is hard to say goodbye to talented Amazonians who’ve made meaningful contributions on behalf of our customers, team and business. Thank you for your dedication and work. To help with the transition, we are providing packages that include a separation payment, transitional benefits as applicable by country, and external job placement support.” The fact that this is not some hard time point makes it a lot harder for some. 

But for good measure here is the music by Emil Stigler (at https://levysheetmusic.mse.jhu.edu/collection/185/093).

You might think I am making fun of the situation, but I am not. This one piece of music is now part of the Library of Congress. I don’t think that the composer imagined that when he wrote this in 1866. His music would outlive him by some length. Did we have any idea how timeless some movies would become half a century later? There was Jaws, Alien (not the short movie), Close Encounters of the third kind and Star Wars. 

All 4 movies relatively close together, these 4 and one in particular on the mind of movie watchers three generations later. To be honest, I never cared about Twitch, its not my bag of tea, but it has a following. Twitch streamers optionally earn money from sponsorships, affiliate links, some advertising, and a variety of other methods. Now, what comes next is largely speculative. Never cared ab out Twitch, but that service has 140 million Monthly Active Users as of 2024. The total number of active Twitch streamers is around 7.5 million. This number was 7.1 million In July 2023. That is a population that matters, this is not about trimming fat. I reckon that Twitch is up for offering but when it is offered it needs to become a clean package and now the 35% staff reduction starts to make sense. Amazon is gearing up for something, what for? I have no idea and this is largely speculative. I have no idea what is up and perhaps Amazon fears the competition it faces from Apple, Disney and Netflix. It might see what I expected would happen. People are unable to afford all four and in that race Amazon is the first cut from consideration. I honestly don’t know if Apple or Amazon is better, but Apple is making presented strides, as far as I can tell Amazon at present is not. 

So what gives?
March of the Amazons (1866) shows us that some gems are kept and in movies that matters. To have any of the previous 4 still on the mind of watchers matters because streaming is graded on what is watched and for how long and those 4 really broke the mould. The important part is that we cannot tell that at present with the new series, this process takes time and board members of any modern age are not a patient lot, they need to see overwhelming results or they cut things. I personally think it is a setting when the merely expect searing steak, all whilst the slow cooker presents its own kind of deliciousness. One is not the other and I personally think that the old metrics and approach do not work on streaming systems. That being said, Amazon seemingly dropped my IP not realising what 50,000,000 subscriptions in the first phase alone will get them. It is a cluster they never had and others never had either. Yet when we see this we see an optional speculation on what they are missing and speculation is where it is at. I have no clue why they are trimming the fat. I am guessing it is the 2024 results, to meet them head on and people are dropped because of that. However, I could be wrong.

I honestly wonder what possessed makers like Steven Spielberg, Ridley Scott, and George Lucas to make what they did. Not the normal setting, but what drove them from the inside and did they know or realise that they created cinema greatness? I never doubt that they wanted to make the best they could, but were they aware just how good it ended up being half a century later? Consider that movies in those days were made for a year, perhaps 2-5. We see movies like Coma, Chinatown and Deliverance and we all agree that they were great, but these 4 outlasted them all. Time works different when it comes to books, movies and music. So how to prevent to cut the people who could be making the next whatever. It was at this point that I realised that something had gone wrong. At some point someone thought that it could always be redone, the movie greats of the 70’s are largely gone. Perhaps monumental movies like Dances with Wolves are bound to happen, but when you consider the 4 from the 70’s, what is left? Dances with Wolves? Titanic? You tell me, but I personally fear that as Hollywood started to snag the process, they lost something and there is a chance that Amazon at present it digging its own grave, even thought they cannot see it yet. Even as they are (as speculated) trimming the fat. But there is one consideration. With that job loyalty is bound to go out the window as well. They might not care, but what happens when the next Herman Melville? You might not remember the man, but you do remember Mobi Dick, the book he created in 1851. That book is on some minds almost 175 years later. The slow cooker needs a different process, any chef can tell you that. I wonder how long it takes for the streamers realise that their process is set to different elements, to different seasoning. Just a question, but they appeared as I was dealing with the clutter in my brain. And as for the march of the Amazons? Consider that The Phoenix by Fall Out Boy is an average song, but when the speed is increased 17% it becomes a whole different story, yet this is the consequence of re-arranged music. As such I doubt that Emil Stigler is that, but I never looked at that part (I am not a musician), did you? We are unlikely to see another Darth Vader march by John Williams, I doubt that even he saw that his song would be so iconic 44 years later. That song calls for an image with billions, not something I would have imagined when I first heard it. I knew it was stellar, we all did, but this iconic? Streamers have a like minded setting to some music, different metrics are in play (still speaking speculatively) does Amazon realises that?

Just a question, enjoy your day, my Friday starts in 30 minutes.

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January 8, 2024 · 14:01

One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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