Tag Archives: Amazon

October 13, 2025 · 07:06

Just like Soap

Perhaps you remember the 80’s series soap. Someone made a sitcom of the most hilarious settings and took it up a notch, the series was called soap and people loved it, it did nearly everything right, but over time this bubble went, just like all the other soap bubbles tend to go and that is OK, the made their mark and we felt fine. There is another bubble. It is not as good. There is the mortgage bubble, the housing bubble (they were not the same), the economy bubble and all these bubbles come with an aftermath. Now we see the AI bubble and I predicted this as early as January 29th of this year in ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) and my setting is that AI does not yet exist, as I saw it, for the most, it is the construct of lazy salespeople who couldn’t be bothered to do their work and created the AI ‘Fab’ and hauled it over to fit their needs. Let’s be clear. There is no AI and when I use it I know that ‘the best’ I am doing is avoid a long discussion about how great DML and LLM are, because they are and it is amazing. And as these settings are correctly used, it will create millions if not billions in revenue. I got the idea to overhaul the Amazon system and let them optionally create online panels that could bank them billions, which I did in ‘Under Conceptual Construction’ (at https://lawlordtobe.com/2025/10/10/under-conceptual-construction/) and ‘Prolonging the idea’ (at https://lawlordtobe.com/2025/10/12/prolonging-the-idea/) which I wrote yesterday (almost 16 hours ago). I also gave light to an amazing lost and found idea which would cater to the needs of Airports and bus terminals. I saw that presentation and it was an amazing setting in what I still call NIP (Near Intelligent Parsing) in ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) these are mere settings and they could be market changes. This is the proper use of IT to the next setting of automation. But the underlying bubble still exists, I merely don’t feed that beast, so when the BBC last night gave us all ‘‘It’s going to be really bad’: Fears over AI bubble bursting grow in Silicon Valley’ almost 2 days ago (at https://www.bbc.com/news/articles/cz69qy760weo) I saw the sparkly setting of soap bubbles erupt and I thought ‘That did not take long’. My setting was that AI (the real AI as Alan Turing saw it) was not ready yet. The small setting that at least three parts in IT did not yet exist. There is the true power of Quantum computing and as I see it quantum computers are real, but they are in the early stages of development and are not yet as powerful as future versions should be and for that, so as IBM rolls out their second system on the IBM Heron platform, we are getting there. It is called the IBM’s 156-qubit IBM Quantum Heron, just don’t get your hopes up, not too many can afford that platform. IBM keels it modes and gives us that “The computer, called Starling, is set to launch by 2029. The quantum computer will reside in IBM’s new quantum data center in upstate New York and is expected to perform 20,000 more operations than today’s quantum computers” I am not holding me credit card to account to that beauty. If at all possible, the only two people on the planet that can afford that setting are Elon Musk and Larry Ellison and Larry might buy it to see Oracle power at actual quantum speed and he will do it, to see quantum speed came to him in his lifetime. The man is 81 after all (so, he is no longer a teenager), If I had that kind of money (250,000 million) I would do it to, just so to see what this world has achieved. But the article (the BBC one) gives us ““I know it’s tempting to write the bubble story,” Mr Altman told me as he sat flanked by his top lieutenants. “In fact, there are many parts of AI that I think are kind of bubbly right now.”

In Silicon Valley, the debate over whether AI companies are overvalued has taken on a new urgency. Skeptics are privately – and some now publicly – asking whether the rapid rise in the value of AI tech companies may be, at least in part, the result of what they call “financial engineering”.” And the BBC is not wrong, we had a write-off in January of a trillion dollars and a few days ago another one of 1.5 trillion dollars. I would be willing to call that ‘Financial Engineering’ and that rapid rise? Call it the greedy need of salespeople getting their audience in a frenzy 

I merely gave a few examples of what DML and LLM could achieve and getting a lost and found department set from weeks into minutes is quite the achievement and I reckon that places like JFK, Heathrow and Dubai Airport would jump at the chance to arrange a better lost and found department and they are not alone but one has to wonder how the market can write off trillions in merely two events. So when we get to

“In recent days, warnings of an AI bubble have come from the Bank of England, the International Monetary Fund, as well as JP Morgan boss Jamie Dimon who told the BBC “the level of uncertainty should be higher in most people’s minds”. And here, in what is often considered the tech capital of the world, concerns are growing. At a panel discussion at Silicon Valley’s Computer History Museum this week, early AI entrepreneur Jerry Kaplan told a packed audience he has lived through four bubbles. He’s especially concerned now given the magnitude of money on the table as compared to the dot-com boom. There’s so much more to lose. “When [the bubble] breaks, it’s going to be really bad, and not just for people in AI,” he said.”

He is not wrong. Consider the next one amounting to a speculated two trillion (or $2,000,000,000,000) when it hits, it could wipe out retirement savings of nearly everyone for years. So how do you feel about your retirement being written off for decades? When you are 80+ and you have millions upon millions you are just fine and that is merely 2-5 people, the other 8,200,000,000 people? The young will be fine, and over 4 billion will be too young to care about their retirement, but the rest? Good luck I say.

So what will happen to Stargate ($500B) when that bubble goes? I already see it as a failure as the required power settings will not be able to fuel this, apart from the need of hundreds of validators and their systems require power too, then we see Microsoft thinking (and telling us) it is the next big thing, all whilst basic settings aren’t out yet. Did anyone see the need for Shallow Circuits? Or the applied versions of Leon Lederman? No one realizes that he held the foundational setting of AI in Quantum computing. You see (as I personally see it) AI cannot really work in Binary technology, it requires a trinary setting, a simple stage of True, False and Both. It would allow for trinary settings, because it isn’t always True or False, we learn that the hard way, but in IT we accept it. That setting will come to blow when we get to the real AI part of it and that is why I (in part) the AI coffee being served in all places. And I like my sarcasm really hot (with two raw sugar and full cream milk)

That is the setting we face and whilst some will call the BBC article ‘doom speak’ I see it for what it is, a reminder that the AI frenzy is sales driven and whilst people are eager to forget the simplest setting, the real deal of Microsoft and Builder.AI is simply the setting that at present we are confronted with IT engineers making the decisions for us and the amount of class actions coming to the world in 2027 and 2028 (optionally as early as 2026) and as some cases are drawn out even yesterday (see https://authorsguild.org/news/ai-class-action-lawsuits/ for details) you need to realise that this bubble was orchestrated and as such I like the term ‘Financial Engineering’ so be good and use the NIP setting properly and feel free to be creative, I was and gave Amazon an idea that could bank it billions. But not all ideas are golden and I am willing to see that I am not the carrier of golden ideas, the fact that someone saw the Lost and Found setting is proof of that.

Have a great day, I am 30 minutes from breakfast now, so off I go to brekkyville.

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October 12, 2025 · 10:53

Prolonging the idea

Two days ago I had an idea that could set a new technology marker towards Market Research. The idea is to use agentic set and seeded data for use of MR, but it was one that had a few kinks in that armor. There would be a tremendous amount of catering towards ethical borders and as I know the people in the world. They do not tend to align themselves towards ethicality (not when there are dollars involved). So my mind worked on the background on that problem and whilst I was traversing the Iceland Ring road (aka Route 1) around the 490 mile marker my mind figured something out. You see, why set this to ‘everyone’ whilst there is a setting that Amazon with their AWS and a population of 300-310 million active users could be the foundation of a research pool of panelists. So in short, they could ‘entice’ people to become part of an online panel. And for every questionnaire they complete, they get a token (aka Amazon dime), so ten dimes make for an Amazon dollar (aka 10% discount voucher) and so on. So it all depends on what the person wants to spend it on, the vouchers have a 6 month validity setting and the dimes have a year validity. So 10 questionnaires in a year and you have an optional setting with over 300 million active users. 

So, when an active user becomes a participant, a unique number is created in the Amazon system and attached to the person. It is hidden to all but the Amazon ‘insiders’ not even the client sees this number. So when a list of participants is created, this is all inside the Amazon system. So (as my humor goes) a list of American anti alcoholics who are not pregnant and have their own liquor license and that ‘search’ reveals the panelists available. They will get the OK signal and it is attached to their panel account. The Researcher will submit the questionnaire to the Amazon system (which is hosting options like Survey monkey and other solutions) and that questionnaire is set online. The researcher gets all the data with only the created Participant ID and that is the short of it.

So, the completion of the questionnaire is the participants signal with get that person the token, The data m moment gets the researcher all the data and the completion of that projects wipes the questionnaire into a bulk storage setting. The data delivery data is also maintained and that sets the entire process into a complete stage, I am in favor of keeping this all in other places (in Amazon) for historic purposes and that hands Amazon the keys to Market research, government research and that all should hand Amazon a nice additional revenue which it was never on its books (as far as I know). So in a day and age where people are search for some AI setting, I merely saw a tool to be created and handed to legacy data.

I reckon that this will give Amazon a few billions, and with over 300 millions people, many who will jump at the chance of sacrificing mere minutes to complete questionnaires for Amazon tokens, the options are nearly limitless, or so thinks me. And this is as I see it a global solution, all set to achieved data and the option to clean their data in the process.

Another hour, another dollar I say, but lets face it, it is Sunday, so it is this or contemplating the sins I have been involved in and I do not have that kind of time available, so designing new data solutions it is. Have a somewhat nice day today.

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October 10, 2025 · 20:54

Under Conceptual Construction

I just got hit with an idea (as ideas go). You see, I am from the world of Business Intelligence and Market Research and and idea just hit me. The setting is that data tends to be ‘humanized’, but what if it wasn’t? That is the central setting because the European GDPR has laws in place and I just thought of a way ‘around’ it. So take a setting where any MR firm requires data, but they cannot get that data because of the GDPR ‘complications’, so what is the actual issue? That doesn’t matter because Amazon, Google, IBM, Oracle and Snowflake have a way around that (Well a few more, but they do not matter). So take the next image

We have three top line population and it could be set to anyone (in that area) and as we set that population they are created a nearly unique number and never repetitive and that population gets exported, the numbers are. The MR people on the right get that number they populate the questionnaire(s) and it is send pack to the people on the left. Then that group sends out the questionnaires, the data is collected and send back to the group on the right. I reckon that this would be a nice challenge for Amazon and Snowflake I reckon. This might become an entire business unit and with privacy laws as they are placed in Europe, there might be a larger interest to seek such services. No hidden settings and all at the customers need and the consumers willingness to comply. I reckon that this might work, because as I see it, these Market Research people will see a dwindling of panel populations rather quickly in the next few years and then? Well, it would be up to them to think of a new setting, in the meantime I came up with this idea. And feel free to shoot it down straight off the bat and that is fine. As I said, it was just an idea grabbing me and as I was contemplating other venues. For that matter, how many interested parties would that bring in the Middle East and the Far East? 

Good business is all where you find it and I think I found a population and an optionally interested partner. The question now becomes can these so called ‘Agentic AI Pushers’ see the setting that is offered to them and can it pass the General Data Protection Regulation requirements? If so, we are in business. Just another idea from yours truly. Time to create another gaming IP I reckon, time to flex that grey matter under my skullcap.

Have a great day (again).

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October 4, 2025 · 16:23

The Magoo’s of media

That is the setting and as I saw an article pass by, I also saw the setting on how it affects my idea. You see, the conversation starts with ‘What Saudi Arabia’s role in the Electronic Arts buyout tells us about image, power and ‘game-washing’’ (at https://theconversation.com/what-saudi-arabias-role-in-the-electronic-arts-buyout-tells-us-about-image-power-and-game-washing-266359), you see, as I see it the ‘critics’ are always looking at tomorrows and at yesterdays news and as such they give us “The global video game industry is worth more than the film and music industries combined. But why would these buyers specifically want to buy EA, an entity that has won The Worst Company in America award twice?” And as I see it, they deserved that ‘title’ but there is an offset to all that. In my setting I saw that the world had enjoyed the Atari 800, Commodore 64, Atari ST and Commodore Amiga and in that timeframe 1985-1999 over 10,000 games were produced and when you take to top 10% you end up with 1000 games. I wrote about that a few years ago and now consider how many of that top 10% is Electronic Arts? A whole heap and the Kingdom of Saudi Arabia owns it all now. There is a reason that they paid $55,000,000,000 and they get the winning numbers. Now consider how many of them can be transferred with upgraded graphics and sounds to a new streaming system like Tencent (Amazon seemingly didn’t want to play) and they are about to set that system in over 50 million houses (in past one) and that is one of the three pillars dealt with. The others have no IP protection and can be altered to a minimum setting to be valid IP. That is what the conversation is seemingly not considering. And they are painting it with “Video game publisher Electronic Arts (EA), one of the biggest video game companies in the world behind games such as The Sims and Battlefield, has been sold to a consortium of buyers for US$55 billion (about A$83 billion). It is potentially the largest-ever buyout funded by private equity firms. Not AI, nor mining or banking, but video games.” And that is the ballpark, it isn’t about AI where everyone is acing to proclaim that they have the winning combination (I reckon only to disappoint their ‘customers’) but the three pronged  solution that is out to give the Kingdom of Saudi Arabia the winning setting is about to align the Islamic world in a new world never seen before and everyone is looking around for what should have been on their visors. And I warned them even before I wrote ‘The second confirmation’ which I did on November 5th 2023 (at https://lawlordtobe.com/2023/11/05/the-second-confirmation/) I said so at least a dozen times that Google and Amazon were that much asleep leaving billions on the floor (no one cares about Microsoft) and now the Kingdom of Saudi Arabia is getting that setting done. Alas, I might not get anything (I tried to sell the idea to the Kingdom Holdings), but my small giggle is to show Amazon and Google how they deserted billions in revenue, so any ‘sales person’ who tells me that I am seeing it wrong, I get to show them, how they openly left billions on the floor and someone will pick it up at some point and it seems that this moment is now. 

So whilst we are given “The consortium will purchase all of the publicly traded company’s shares, making it private. But while the consortium and EA’s shareholders will likely be celebrating – each share was valued at US$210, representing a 25% premium – it’s not all good news.

PIF acquiring EA raises concerns about possible “game-washing”, and less than ideal future business practices.” By The Conversation we see a different part. It isn’t game-washing. It is a proper developed gaming option that the world left behind because it isn’t AI. So when AI gets the umpteenth class action on how AI wasn’t and as those engineers were seemingly held to account, Saudi Arabia has another setting of making up to 15-20 billion a years and that is what others left on the floor (it is only about 6 billion in phase one). So whilst those people come with complain and cry about the setting of micro transactions. The setting of “Micro transactions are small amounts of money paid to access, or potentially access, in-game items or currency. Over time, they can add up to a lot of money, and have even been linked to the creation of problem gambling behaviors. Unsurprisingly, they are not popular among players.” They could have just ben cast aside and added as freeware. It is all revenue of the kingdom and greed is frowned upon in Islamic nations. As such they can be cast aside and just for reference. There were hundreds of thousands of fans looking forward to a revamped Dungeon Keeper and cast aside when micro transactions were introduced. Now this setting (without micro transactions) could be released gaining that solutions hundred of thousands of fans. And that is merely one example of many. 

So whilst the Conversation and others are on the ‘laundry’ list, the Kingdom of Saudi Arabia is simply setting a new platform for over 800,000,000 customers and set a new setting towards the Islamic world, optionally slicing the options for Facebook and others (like Google) to gain advertisement revenue, because when you get access to 20% of the planetary population, you can hand them what they want to do, not what your advertisers want you to do. You see, in Saudi Arabia “The CITC in conjunction with the General Authority for Media Regulation (GAMR), requires advertisers to submit campaigns and media to this regulatory body for approval before broadcasting, digital or offline display. In order to avoid rejected campaigns, marketers must be familiar with the key Islamic guidelines governing advertising content, including religious restrictions on alcohol, pork, gender portrayal, modesty, and symbols.” And that gets American and European advertisers into problems and that is how they are shut out. There is another body managing this, but I forgot the details. What happens is that there is a place where the setting is islamic and I had the additional setting of what I call ‘Tomes of information’ and through that Saudi Arabia gets visibility through and from Pakistan, Bangladesh, Egypt and Indonesia. Setting the advertisement losses close to a billion viewers. That is what Saudi Arabia now gained. 

As as I see it, it is not about image, power or ‘game-washing’. It is a business decision that gets to unite the islamic world in more ways then one and alas, I seemingly am missing out, but I get to hold it over the heads of Amazon and Google for nearly all time. What a lovely feeling. 

Have a great day this Saturday (Vancouver is joining us in 30 minutes) and consider what running in a rat-race is not giving you. I merely looked in a different direction and saw billions. What can you see when you put your mind to it (and optionally clean your glasses)?

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October 1, 2025 · 06:31

The Delphi setting

That is always merely a breath away. At some point the decline of Oracle became a setting and the looting of the place by the Byzantine Constantine the Great contributed to the Demise of this place. But for the most part I have never heard that Oracle became a non issue. It always struck me weird that this never happened. Even today most of us call the givings of the gods ludicrous, or perhaps better as the Catholics might say sacrilege. Yet the power of the Oracle of Delphi has seemingly never waned to zero. 

This is the thought I had today as yesterday the news of Oracle was pushed to the core (mostly at Yahoo Finance) with all kinds of messages. We start with ‘Oracle (ORCL) Initiated at Sell by Rothschild Redburn, $175 Price Target Set’ and it is followed by “According to the firm, the market is materially overestimating the value of Oracle’s contracted cloud revenues. In big, single-tenant, large-scale deployments, the company acts more like a financier than a cloud provider, “with economics far removed from the model investors prize.”” As well as “Oracle’s five-year cloud revenue guidance is equal to $60B in value. This reflects that the market is already pricing in a “risky blue-sky scenario that is unlikely to materialize.”” My first issue is “Why?” You see, even as I do not trust (or believe) AI, its foundations is set on data as it always was set. Data is the holy grail of AI that much is certain and it will proceed to be for decades to come. So, who will you trust with your data? Microsoft with its Azure? As I see it Microsoft can’t see real innovation through the brushes of their own proclaimed innovation and as hackers proclaim that Israel is storing a particular form of its ‘defense’ data in Azure, there might be a security issue as well and that is a total blocker. There are good data solutions in Google, IBM and Amazon, but they all consider Oracle to be the Rolls Royce of data carriers. Then we get the next setting of ‘Nvidia And Oracle Headline 7 Promising Stocks With Mojo: Analysts’ and as they give us “What’s especially impressive is that these stocks are already up 30% or more this year. That blows away the 12.9% gain by the S&P 500 this year. So these are the big winners Wall Street still has high hopes for.” As such we see that in spite of all the stupidities the American political engine performs these two are kind of hot and it makes sense that they are, even if I have some reservations, there was never a doubt that Oracle could grow through it. Making the Statement from Rothschild debatable and me without economic degrees calling Rothschild on this is better then sex (even if Olivia Wilde would call on me in the next hour calling me a fucking tool, this is followed by a rather loud giggle by me). So when we get to ‘Why Oracle’s Cloud Computing Deals With Meta Platforms and OpenAI Make The “Ten Titans” Growth Stock a Top Buy Now’ A setting that the Motley Crew gives us (what do they know of IT?). We are given “the company announced plans to increase Oracle Cloud Infrastructure (OCI) revenue by more than 14-fold in five years. But that news proved to be just one splash amid a sea of waves. Reports indicate that Oracle and Meta Platforms are in talks on a $20 billion cloud computing deal. And Oracle and OpenAI are building on their $300 billion partnership with the rollout of five new data centers custom-built for artificial intelligence (AI).” No matter where they are, a setting of a 1400% revenue growth in 5 years is massive, unbelievable massive. Now, no matter how this turns, the one day lightbulb who believe in their AI settings will have to invest the money to make it work and that is the beginning of a setting where Oracle wins, no matter how that turns out. As such the AI wannabe’s are fueling the increase and funding the foundations of these data centers. And we are given “Google Cloud serve a variety of general compute customers. However, Oracle’s data centers are specifically designed for AI.

Oracle is a good example of why lacking a first-mover advantage isn’t a deal-breaker. Oracle’s data centers are newer and faster. And it’s bringing over 70 of them online in just a few years, which is why it expects OCI growth to reach an inflection point in fiscal 2027.” I reckon that it will serve several purposes, but it is more AI set than other centers. Although I have no real idea where Amazon and IBM stand. I reckon that Oracle could cater to the needs of Snowflake and allow its customers to grow their needs and it will do so a lot better than being a little IT guy Azure blue with questions. I saw the need for applications in the lost and found section that could grow adaptation by nearly all airports and when you are in, you are in. I reckon that Interworks should talk to adaptation Snowflake through Oracle, but that is just me.

Then we get an article that matters (at least it seems to). We are given ‘Analyst Says Oracle (ORCL) Deal With OpenAI is ‘Very Risky’ – ‘Not a Customer That Can Pay Their Obligations’’ and I see “One is if you go back to the transcripts from Oracle Corp (NYSE:ORCL) for the last few quarters, you’ll see that it’s not just the last deal from OpenAI that increased their backlog. It’s actually been several quarters where it’s really OpenAI that’s been driving all of this. Having that is the only thing that’s added value to Oracle Corp (NYSE:ORCL) is very risky. That’s not a customer that can pay all their obligations. They’re double, triple booking, maybe quadruple booking capacity. They will not be able to live to those obligations. So if you’re adding $400 billion of market cap to Oracle Corp (NYSE:ORCL) based on that, I think we should revisit the math.” OK, I am in (not knowing the math he talks about), and we see “OpenAI is expected to burn about $115 billion over the next four years and is not projected to be profitable until 2030. Even after Nvidia’s latest $100 billion investment by Nvidia, OpenAI will likely need to raise over $200 billion in total funding to cover its commitments. Some analysts believe Oracle may need to borrow tens of billions to build enough data centers for the deal.” OK, that sounds fair, but some seem to forget that Larry Ellison is worth 344,000 million (sounds much better then 344 billion) as such he can get those numbers without any question. And if he is right he will triple his value overnight as these data centers come online. And that is when the article shoots itself in the foot. They do it by giving us “While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.” You see, no matter how great the idea is, it will still need data and Oracle is the best. They can side with fast talking sales people at Azure and see their projects fumble and watch delay after delay happen. As those promising returns fall to ash you can contemplate your choices. That being said, any AI idea is temporary at best, as such the investment in an Oracle engine seems a much better setting and these people have been in data for decades. As such I see the value and the foundation of Oracle, even if some do not or question the setting of Oracle. 

I wonder how Pythia sees my predictions and even as I am called ‘duly’ to serve Apollo (I serve Lord Hades in all things) the foundation of predictions is seemingly driven by personal insights and I have been at the foundations of data going back to 1982 so I do feel I am on the right track.

Have a great day and don’t forget to chew your laurel leaves, whether you are about to enjoy a coffee or not. Oh, get your coffee quick, the US government shuts down in 7.5 hours.

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September 27, 2025 · 10:36

Balance of the matter

That is the setting as I see it, the balance and in particularly the Sheets balance is under attack. As we saw in Social Media

We are given “With distressed exchanges, Wall Street has found a way to restructure balance sheets that avoids Chapter 11” does this mean that financial means are no longer to be trusted in America? We get that people want to avoid their business to be seen as bankrupt, but to rebalance their books and with the approval of Wall Street is taking it a little bit far. I am not completely surprised with this action as I have said on several occasions that America is bankrupt, but to see it in action, for financial institutions like Wall Street to sound the clarion call to make it so that they appear not to be in ‘distress’ is a first clear setting for other people to take their investments out of America as soon as possible. And I get it, it is merely my point of view. So, tell me how do you react to the setting that the Financial Times is giving you? I did not read the article as it is behind a paywall, but the gist of the story is clear. And it is not about the ‘subtle’ setting of tax avoidance versus tax evasion. It is about restructuring your balance sheet. Like the Dutch banks did in 2013, the SNS bank put all the buildings in their care under a ‘bad investment’ book and the Dutch bank SNS Reaal and its banking operations, which was nationalized by the Dutch government on February 1, 2013, to prevent its insolvency and support the financial sector. As it was said (from sources) This action led to shareholders and subordinated bondholders losing their entire investments, as the Dutch state stepped in to prevent a larger financial crisis. The bad investments, primarily in real estate, led to substantial write-downs and ultimately forced the government to intervene and restructure the company. That happened before and I never accepted that action, now we see this in America on a much larger scale and it would be my (non-expert advice) to get out of their as quick as your legs (and privet jets) can take you and invest it somewhere more worthy.

This now gets me to the second setting I saw in Social Media. As some might say, Microsoft is at it again.

With ‘Microsoft said to block IDF from cloud system over use in surveillance of Palestinians’ we are given that “unit 8200 ‘violated terms of service’ in storing of phone recordings; military officials say unit backed data up ahead of time, no info lost” it is a simple setting that the backups are set towards ‘other’ sources like MySQL (or something like that) and fir the record, what evidence is there? I am not saying it isn’t true, I am asking what evidence did Microsoft have? Were they looking into the accounts of their customers? I am asking because that would be the first reason that people would drive their business to Amazon/Google/IBM/Oracle/Snowflake at the first light of day. I personally think it is the Microsoft way to make political statements and as they can slap Israel around and looking good doing it, that is what they are likely to do. Not an innovative bone in that rotten carcass (at present). And the media display is on my side of the cookie. They give us “Microsoft recently terminated the Israeli military’s main signals intelligence unit’s access to some of its services, after it allegedly used the Azure cloud platform for expansive surveillance of Palestinians, according to a Thursday report. According to the UK’s The Guardian, Microsoft told Israeli officials last week that the IDF’s Unit 8200 had “violated the company’s terms of service by storing the vast trove of surveillance data” on Azure.” (Source: times of Israel) and how was this data ‘begotten’? I reckon that the IP engines are running 24:7 to get the next iteration that Microsoft doesn’t have (this is speculative). As such there is a massive run for all IP holding cloud users to run away from Microsoft and go somewhere else. I already listed the top 4 above (in alphabetical order) and that is before we consider MySQL and whatever else is in the field. I reckon that the IDF needs to reevaluate its connections to Microsoft. I remember the IDF to be massively aware of what its technical abilities were and to see “far-left activist outlet +972 Magazine said Microsoft’s Azure software was used by Unit 8200 to store countless recordings of mobile phone calls made by Palestinians living in the West Bank and the Gaza Strip” implies that either Microsoft has too many zero day issues or there is an informer in Microsoft. My personal view is that there is no Israeli stupid enough to give +972 Magazine a hand. So my view is a little biased, but the is where I am at this time. And that will impact America too. Perhaps Amy Hood and Satya Nadella need to have a meeting with Wall Street and the Financial Times to restructure their balance sheets too, as is, they might need that assistance before too long. 

And this is where the American economy is heading it seems. So whilst we are ‘given’ ‘US economy expanded at a surprising 3.8% pace in significant upgrade of second quarter growth’ I have to wonder, is that because of the new balance sheet settings?

And if you have not used the new balance sheet methodology, have a great weekend and enjoy your coffee, for the rest I say, are you sure you can afford the coffee today?

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September 25, 2025 · 02:51

That’s one way to see it

I saw a setting in the CBC yesterday, the setting was given (at https://www.cbc.ca/news/business/us-h1b-visa-canada-benefits-1.7640068) with the capture ‘The new, steep price for this U.S. visa could be a blessing for Canadian tech’. Well that’s one way to look at it I reckon. As such plenty of Amazon employees might wanna consider switching to Vancouver for that. The second reason is that they are a mere 90 minutes from the greatest ski slopes on the world. And the text “As the Trump administration moves to limit some skilled workers from entering the U.S. on a specialized visa, the Canadian tech sector is champing at the bit — hoping the new restriction will send talent up north.” I the directly seen setting for that. So with the added text ““Canada has built an entire industry by capturing this talent. And with this $100,000 fee, that trend is about to grow much stronger,” she said. “This is almost a gift because every time the U.S. closes the door on global talent, Canada gains.”” And as I see it, a direct blessing for Vancouver in disguise, other cities might benefit too from that. And it will benefit places like Amazon to set up locations in Vancouver, Toronto and Ottawa for AWS pools. I reckon that Google Portland, Google Seattle, Google Ann Harbor, Google Detroit might see the same setting as they are relatively close to Canada, which could save them a clean billion from the get go. I reckon that others like Microsoft would follow that example. It stands to reason that the new set places like AI verification places would be created in Canada as the whole range of NIP locations would require hundreds of Verification stations. Canada might do well to ensure these locations as President Trump is now making them too expensive to create them in the USA. Perhaps he forgot that Stargate without verification becomes useless near the moment those settings are switched on?

So as we are given ““There’s going to be a net benefit effect for Canada across the board,” said Andres Pelenur, an immigration lawyer and founding partner at Borders Law Firm in Toronto.” I guess he is seeing the upbeat Ka-Ching of the cash registers in his location and he might consider branching out to both Vancouver and Ottawa in the near future.

So as we are given “The visa isn’t exclusive to the tech sector, but 60 per cent of H-1B holders approved since 2012 have held computer-related jobs, according to Pew Research — and the visa is used heavily by giants like Apple, Amazon and Google.” Gives us the other setting that we until now ignored. What is Apple going to do? Set up a much larger distribution shop in Canada? Doesn’t that imply that President Trump is shooting himself in the foot yet again?

So as we see the response by Pew Research (which hilariously relies on foot shooting) with “The fate of the H-1B program – which offers U.S. employers a way to temporarily hire foreign workers in specialty occupations – has divided influential Republicans. Tech leaders like Elon Musk strongly support the program, while other Republicans question its impact on American workers. President Donald Trump imposed restrictions on the program in his first term, but his current policy agenda on H-1Bs remains under discussion. Meanwhile, bipartisan calls for H-1B reforms advocate for more oversight to protect American workers while addressing skill shortages.” But as I see it, the setting set into law with the use of a handpscribble makes that a little too late unless President Trump undoes the damage he has done, which is seemingly unlikely. Some will remember his smudging up the error that the coffee typo gave the press. And you can mesmerize on that whilst having a Trump Sandwich in Lambo’s Deli (176 Bellwoods Ave, Toronto). It being a sandwich with Baloney with a small pickle. The other one is on 1372 Queen St E, Toronto. Others might have it that option on their menus too.

Yes, Canadians like their comedy that is easy to swallow as good as Australians do. As such we are also relieved that around 400,000 H-1B applications for high-skilled foreign workers were approved in 2024. That’s more than twice the number of applications approved in fiscal 2000. Approvals peaked in 2022, when 442,425 applications were approved. (source: Pew Research Centre) Since 2013, the majority of approvals each year have been applications to renew employment. In 2024, 65% of approved applications, or 258,196, were renewals. The other 35%, or 141,207, were new applications for initial employment. And all that gathered workforce could now be heading toward Canada as well, and optionally reduce the pool of work seekers in Canada as well as adding fresh blood to Ottawa, a setting that place needs like yesterday. I reckon that the pools in Vancouver and Toronto are already well set. 

Beyond what is great for Canada, there is a larger industrial move already on its way and the VISA costs merely enhanced that setting and added a few requirements to the needs of Canada. Making it fast into the new work-hub to be for the Commonwealth. 

Good going Trump, you American president you. 🙂

So you all have a great day and start dreaming of a job in Canada whilst snacking on a Pizza at Eataly, they are opening in the Eaton centre in the near future, your place to be for fashion and interior needs in Toronto. 

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September 24, 2025 · 05:01

The overlook factor

That is all on me. Or basically better stated, there were other factors in place. First there was the Amazon Luna, the setting was open to them, but like Google, Amazon left billions on the floor. So I moved on, hoping that Kingdom Holding would buy the Google Stadia to further their own capital and throughput to their community. But that didn’t happen either. To see this setting we need to take a step back and look why the Google Stadia ‘failed’. The published ‘works’ give us:

Google Stadia failed due to a combination of a flawed business model, insufficient exclusive games, and poor marketing. Gamers were hesitant to purchase games on a new platform with an uncertain future, especially when compared to established alternatives like Xbox Game Pass. The inconsistent technical performance and the closure of Google’s own game development studios further eroded user confidence, leading to the platform’s shutdown in January 2023. 

In addition we are given:

1. Business Model & Pricing:
Confusing Model: Stadia was both a subscription service and a game store, which confused potential users about what they were getting and how to pay. This could be easily fixed. In my ‘oversimplified model’ I set the idea to an annual setting of $90 dollars, or $9.99 a month, first two months free to counter the purchase of the Stadia. In this setting I am foreseeing an initial annual revenue of $2-$3 billion, after that (during phase 1) the revenue would top up to about $6 billion.
High Purchase Prices: Unlike competitors, Stadia required users to purchase games outright, which was a hard sell for a platform that didn’t have a console.  This item falls away at present.

2. Lack of Exclusive Content: 
Few “Killer” Games: Stadia failed to attract users with a strong lineup of exclusive, must-have games that would justify switching from competing platforms. The stadia will not be competing, it goes in another direction. It still have games, but is part of a tripod of services, as such it has another direction.

3. Marketing & User Adoption:
Poor Marketing: Many people, even within Google, were unaware of Stadia. The marketing efforts were misdirected and did not resonate with potential users. This is easily fixed, the setup allows for a population of 50,000,000 users and there is a business part that will show to be transparent.
Unclear Target Audience: The platform’s target audience was not well-defined, leading to confusion about its purpose and value proposition. I solved that from basically day one.

4. Technical Issues: 
Connection & Latency Problems: While cloud gaming is dependent on internet speeds, some users experienced technical issues, including frustrating delays and sudden crashes, even with good connections. This might be a problem, But if Amazon could fix it, so could Google, were the right settings set in motion? Also, the premise of the Stadia changes, as such some games will not have latencies, only games like Epic Games depend on this.

5. Google’s Priorities & Image:
Lack of Long-Term Commitment: Google’s history of abandoning projects further damaged trust in Stadia, especially after its closure was announced. Optionally no longer a problem.

Unrealistic Expectations: Google reportedly had very high expectations for Stadia from the outset, expecting a scale similar to the Play Store, which may have been unrealistic for the nascent cloud gaming market. This is on Google, the setting changes and as such so does the expectation of things. I expected up to $6,000,000,000 in annual revenue in phase one, after that it could go up to $15,000,000,000 annually, that is a lot better that Microsoft EVER achieved.

Some call me stupid, some call me a dreamer (I might be the latter) but as I see all the tech firms rely on their AI, all whilst Huawei is about to make a move with cheaper options. They are likely to get billions of consumers (1.4 billion in China alone) and as Huawei is pushing through several ides that make Apple and others nervous, they could end up with a massive chunk of it. In the meantime I looked elsewhere and I see the stadia hiding for its own population and there is a chance that China might become one of them, although partnership with Tencent is much more likely. And my idea opens up the Ubisoft schooling setting (I wrote about it a few times) on the stadia as well. 

A setting of $6,000,000,000 is there for Google to activate, they already have the hardware and one of the tripod elements in place. One required Unreal Engine 5 (I don’t know if the stadia can cater to that app need) but that is the setting several left on the floor (and I am not in favor of Microsoft picking up this idea).

So am I a dreamer or are the Tech giants running like Greyhounds after the AI bunny in a spinning retrace? I leave it up to you to decide. But as I see it Google overlooked a massive optional population and now as the game is about to change, Tencent might actually become the winner of that tally. Have a great day and enjoy the coffee this morning.

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September 8, 2025 · 10:53

Setting to lull

That is not a setting I usually entertain, but the stage is now that I am. In the first the alcoholic across the hall decided to play his music 50 dB over the allowed limit and the land lord does nothing. He is the guy who casually mentioned that he went to school with the Beatle (he does not have a Liverpool accent) and he filmed President Putin topless on a horse. He is that kind of useless. 

In the meantime I could bash the idiots brain in, but then I go to prison and I am hoping that some of my irons will result in revenue making this place a massive part of me immediate past. So I need to suck it up, which in this setting of ageism is not easy. I am still working on two other scripts, but my lack of Final Draft exposure makes it a little hard. Redesigning blog articles into script parts is not a clear cut as it should be. I might redo part in pages and then import it into Final Draft, but that is for another day. As I was looking into these scripts (I have currently 4 scripts), one has been submitted to Channels in Saudi Arabia and the UAE as this script would appeal to an Islamic population. I might want to learn the setting of Indonesia, but I reckon that these two will also show my work to the audiences in Indonesia, Bangladesh and Egypt. That is the first. The second one is Vitam Exhauriens which played in part in New Orleans and in part all over the world. Then there is Keno Diastimas which is in an undisclosed location under water. And that has a few lovely twists. That one is an open-ended three seasons part with the open ending (I thought it was better that way and a wink in the direction of Terry Gilliam A director I have admired for a long time. The fourth one is the one that is ‘now’ in season three and is called Engonos. That one is in part in London, in part in Greece and in part in Turkey (so these parts need to be found in one locations), but that is not my problem, my ‘challenge’ is the story and these three are on my plate. I have progression in both Vitam Exhauriens and Keno Diastimas, but they have different ‘challenges’ the second one is pretty complete, but I am still uncertain about some of the elements, to make it fit better as a story and as a TV show, but that is my challenge.

The second setting is about making some issues work (not the scripts). As I see the world going to hell in a hand basket, I can merely look at what happens and see how it unfolds. There is nothing I can do about it. As Reuters is giving us ‘US unemployment rate near 4-year high as labor market hits stall speed’ as well as ‘Wall Street Week ahead inflation data looms for markets’ and that happens whilst we also get Goldman Sachs as Reuters gives us ‘Goldman takes $1 billion stake in T. Rowe to tap retirement money’ and there we get “Big financial firms such as Goldman, BlackRock and Morgan Stanley are making a big push into alternative assets, an area dominated by private equity firms, to capitalize on their growth potential and attract new clients.” And that has to go at the cost of retirement money? I am not an economist and I do not claim to be one, but there is something ‘shoddy’ (in my mind) that a bank would invest a billion dollars. It usually is to get more in return. So how does this help retirees? I made mention that the BIGFIN and government would shake the retirement tree at some point. Is this the beginning?

I do not know, but it makes me uneasy. You see, if this is happening in America now, then soon enough (I have no idea when) it will happen to the United Kingdom, Australia and Europe as well. When? That is anyones guess and I reckon that the American setting is dire enough to do this now, but it takes a lot more knowledge to confirm or scuttle the setting we see here. The Financial Times is hanging the question whether the America economy is already in recession and the should know, so it seems like the economists at large are playing musical chairs. All that whilst the Economist comes with ‘What if the AI Stockmarket blows up?’ With the byline that “We find that the potential cost has risen alarmingly high” I could have told them that over a year ago and the entire builder.ai with the setting of Microsoft pumping it up to a billion dollars wasn’t a nearly dead giveaway? 

It is now as we approach Q4 that the ‘high’ costs are ‘suddenly’ getting the forefront news. And this happens in a time when America is getting hit with negative news after negative news. I saw most parts of this coming, but now we seemingly get it all in one quarter and I reckon that is the moment the larger companies start shedding more and more jobs whilst hiding behind the nonexistent AI wall. Yup, that will give several people a bloody nose to begin with and when the media wakes up from all this screaming “What’s this, how could this happen?” You know you’ve been had because they (the media) merely care about their digital dollars. So whilst we get all this, The Financial Times also gives us ‘Peter Mandelson warns US and UK must unite to halt Chinese tech supremacy’, I could not read the article as I am not a member, but here is a thought. How about becoming an actual ‘innovative’ force. Not claiming that you are, but becoming one. I am hoping that Peter Mandelson refers to the British Ambassador to the United States. You see, China is at least a furlong ahead of the rest and when we see a race that is merely 5 furlongs you are already losing that race. If the race is 12 furlongs you are less likely to become winner, at best you can hope to come a contender and I have shown that Amazon and Google dropped the ball a few times leaving billions on the floor. Al claiming that they had the AI field in hand. But there is no AI field, not yet and that realisation gives the setting. I basically handed the open victory to Al Waleed bin Talal Al Saud as well as Tencent. Whether they would grab that open ball for the win is anyone’s guess, but that is where we stand. So whilst we see all kinds of places shedding thousands of people, I cannot vouch for Google doing that. There is talks that thousands were shed, but it is specific (and I do not know all the details), so whilst we see that these people are shed, we see ‘their’ reasons for shedding sales people and being replaced by AI agents. That is out in the open. I am not judging as DML is a setting that can be applied to advertising. So how that goes will be in the corridors of awaiting judgment.

Still we see a massive change happening and I am (fiercely) hoping that people like Al Waleed bin Talal Al Saud see the wisdom that I bring (it would make my retirement a decent certainty). But that too is out in the open. I do know that if my retirement depends on the American setting that I end up working until the day I die in hunger. Not a setting I relish mind you.

So I end up in a waiting pattern for now. Have a great day. My Monday is off to a rocky start.

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September 2, 2025 · 20:43

Act of despair

That happens at times and I reckon that at some point I will have to give in to that setting as well. It started this morning when I was advised that I might have cancer, it might be benign, the biopsy will be done over the next week, then they know what they have. I was unusually cool about it all. As such as a friend of mine was ‘culled’ by the big C (a curry billboard shattered his skull), I can confirm that my weird sense of humor has not been devastatingly impacted at present.

So I have two ideas on my mind. The first one is that Peter Jackson (director Lord of the Rings) still owes me $17.50 He owes me that amount from 1992. But the other one is the one that matters to me. For that we need a small sidestep towards the article that Fortune gave us (at https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/) where we see ‘MIT report: 95% of generative AI pilots at companies are failing’, it is here where we see “Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration; the vast majority stall, delivering little to no measurable impact on P&L. The research—based on 150 interviews with leaders, a survey of 350 employees, and an analysis of 300 public AI deployments—paints a clear divide between success stories and stalled projects.” The report is two weeks old, but today I had a reason to tag it, it affects my future and as I see it, it impacts it in a positive way. As such the second quote doesn’t quite get us there, but there is an offset. It is seen in “for 95% of companies in the dataset, generative AI implementation is falling short. “The 95% failure rate for enterprise AI solutions represents the clearest manifestation of the GenAI Divide,” the report states. The core issue? Not the quality of the AI models, but the “learning gap” for both tools and organizations. While executives often blame regulation or model performance, MIT’s research points to flawed enterprise integration. Generic tools like ChatGPT excel for individuals because of their flexibility, but they stall in enterprise use since they don’t learn from or adapt to workflows, Challapally explained.” The part missing is data and verification. WE can look for other articles where we see the failures of AI. But the largest setting is never discussed. What we call AI isn’t it, they mess around with “GenAI”, they package it like it is a new version of “generative AI” but in the end it is merely DML with optional LLM in place. It is as I call it “Near Intelligent Parsing” parsing because it is existing data, it cannot leap on non existing data and the setting we see are basically a little more than predictive analytics. It is a next step.

So why is this important?
Well, for me there is a side that has worked in Technical support and customer care for nearly two decades. And as I see it, the quality people who need to act will see it. As such I think that Lawrence Ellison (Oracle) can see the light he is currently coping with. Large customers will need their technical support, their customer care and here I am ‘sneakily’ asking him for 10 million (post taxation) out of his two hundred fifty thousand million (aka $250 Billion) stockpile. Seems like the smallest of amounts. Oh, and I pride myself on being a return on investment I have proclaimed for the length of my working career going all the way back to 1982. That is 43 years of experience (twenty in technical support) and I have none in Oracle. But I know that support settings that any companies have. And Oracle will need these people soon enough. Wherever he wants to send me, it is almost fine by me. As I see it no one wants to work in Russia and America is a big no no (its a Trump card). But the UAE (ADNOC) and Saudi Arabia (ARAMCO) do make the list. And Oracle needs these large companies and especially support staff in these locations. Personally the UAE wins, but it is what Oracle needs and I am willing to move to Canberra at the earliest settings. We seen to be at an influx where the governments and large corporations need manpower. Microsoft and Amazon need to learn this and whilst they falter, Microsoft is shedding 9000 people and investing in AI, but when you consider that 95% falters, you can imagine when these systems fall short, all whilst at that same time, Windows seemingly lost 400 million users in the past three years. Do you think this is coincidence? Yes they can clean some up with NIP, but they will fill larger holes in that meantime and losing people in the process. Google and Amazon are on that same setting. But Oracle is too complex. As I see it, it needs staff in the near future and I am betting that they cannot afford to lose the manpower and I am willing to bet that as they take over clients from AWS and Azure (the latter especially) they will need more people and that’s where I come in. Not merely tech support staff, but as a trainer having made my brand of training people, I am willing to bet that Oracle might have a place for me (even a flake like me).

I have always stood my setting in this and after a long time I am proven correctly and the next generation is largely unable to deal with the support pressures and that works for me in places like ADNOC. So I believe that Oracle might be my solution towards a few settings that never worked for me. And there is something less like-able about forced to hand my IP to Microsoft whilst receiving a mere 0.001 on the dollar. I might given it away in other ways (to others) if Oracle shows to be my ‘knight on a white horse’ and there is something satisfying on that setting. I get to see Microsoft lose thrice over. 

As such those with an affinity with technical support to consider the places they can flock to. I gave some of my IP to Elon Musk (Musk already owed the ideas anyway), and I keep on fueling gaming IP to other channels too (non Microsoft systems) and there the Amazon Luna has options too. Still the news from this morning (even as it doesn’t hit me hard) it made me see that I have to put my affairs in order and one of them is to deny Microsoft my IP.

And there is a second setting, as Google and Microsoft are shedding people, the larger companies need to scoop them up quickly, because internationally these people will be wanted rather quickly. For Americans there is Canada as a first, but do you think they will spread their wings to other nations? Time will tell, but as I see it 2025/2026 will be the year where we all consider the stage of the brain drain. And take that with faltering AI projects, the turn of of places suddenly being short on tech support will falter massively and as we know: “no support, no sales” a nice catch phrase, but their AI will tell them at some point (one might hope).

So have a great day and I will ponder what will become of me when the biopsy doesn’t show a benign setting. 

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