Tag Archives: Amazon

Having the ball

Yes, sometimes we have the balls, sometimes a little less so. Yet in the BBC court we see two players (at https://www.bbc.co.uk/news/entertainment-arts-65244351) one is FIFA the other one is EA. So whilst we got on April 24th ‘Fifa no more? EA Sports rebrands its biggest game’. Yes it has been 2 weeks, but I do not particularly care about FIFA, so I left it alone. Yet this afternoon a few thoughts fell through. They came up in the first hour I noticed it, actually they came up about 5 minutes after the announcement that EA was going to drop FIFA. There was a plan for them, I had no doubt about that and 2 weeks ago we got the gist. “the developer behind one of the most successful franchises in gaming history, moves on to its new football game, EA Sports FC.” Just like Fortnite having its spasms, EA has a plan to avoid FIFA costs and I reckon that they wanna keep all 5 billion of that revenue. And we get “Mr Jackson emphasised that more than 19,000 footballers, 700 teams and 30 leagues will still be represented in the game, despite the split from football’s governing body.” Yet the larger impact is one some are not realising. How are these all represented? The IP of football shirts are partially set things like “the FIFA online store for officially licensed national team kits” are in many places, as such EA has issues. They are ‘focussed’ on “EA has also unveiled its FC Futures programme, which it says will support grassroots football projects across the world” which I personally see as ‘the party line’, but FIFA has its claws in its field, so the player is in for a surprise or two. Now, this is not necessarily bad, but the history of the loot-box is fresh, they need a new approach and I have no idea how they will go about that part. Also FIFA was way too big with 700 teams, so what gives there? 

And then we saw the game in a dangerous setting “The new Fifa game, Fifa 25, 26, 27 and so on, will always be the best e-game for any girl or boy”, and as this becomes an E-game, parents better realise that this comes at a cost. I reckon EA will play it softly and slowly change their grip from silk glove into a vice. Five billion is nothing to be sneered at and no matter how slow it happens, it will happen. We will see all the excuses, all the ‘mis communications’ but no that FIFA is cut off, EA will play a very different game. Some will be thrown by “everything you know and love from the modern FIFA games, including Ultimate Team, Career Mode, Pro Clubs, and VOLTA. You can expect the same attention to detail and number of official licenses, too.” In this I am not certain, but I need to see evidence before making that call and EA is playing this close to the chest at present.

And here is the kicker, as far as I can tell, at present there is no confirmed news on whether EA will follow the free-to-play route with EA Sports FC or not. This matters, because an E-sport that is not free to play could easily start at $5 a week, that is almost $25 a month making the game a lot more expensive whist after month 2 EA will be raking in the money. If it is free to play, the player will need to rely on premium packs at $7 each, so how does that math work out for you? 700 teams, 19000 players. How many packs will that be? Perhaps the player has one free team (depending on where they are) the rest not so much. And this is a problem, but also this view is speculative. EA is keeping its hand closed, so until they reveal we really do not know. 

The larger stage is ‘avoided being seen’ with “We do see ourselves as the world’s game. And as a result, we need to meet players and fans, where they are. This is a great embodiment of our commitment to football in general.” You see, I did (and still do) see loot-boxes as non-gambling. Yet FIFA was in a stage of exploitation and now that they cannot ‘hide’ behind the FIFA brand they have a much larger issue, because like most companies, they are hesitant to give away the 5 billion in revenue, even though they keep most of it now, they aren’t Amazon or Google (who wasted billions) EA has a bottom line, it has revenue depending shareholders, so if this goes south there will be a culling in EA management. 

Yet until the ACTUAL announcements come (not all the speculations we see everywhere) we will have to wait and as the game is expected to come in late September, I expect that the whole enchilada will be revealed no later than July, so roughly 8 weeks away, but that too is speculation from my side.

Leave a comment

Filed under Finance, Gaming, Media

The missed off-ramp

We all have that, we are focussed on one path, one one goal and as such we miss what is in the corner of our eyes. This is not new and no one is impervious, not even me. I was so focussed on my IP and for decent reasons that I forgot to look at what else is possible. In this the Amazon Luna has additional options. The idea that it could be used for all kinds of education wasn’t lost on many, but did they consider the larger field here? 

So in comes a treasure of the past. In 1990 Sid Meier released Railroad Tycoon and it would spread to nearly every home computer on the planet. It was informative and at times educational. Yet the setting could be altered. Yes we can remaster that game and perhaps that is a good consideration. Yet the larger station is not a new version but a totally new game. So what when we do this involving shipping, not merely as a game, but as an educational tool. A setting that starts in the 12th century and from there the ‘student’ gets to create a ship, start an economy and over time we grow from one ship to a fleet, from local boats (educating us on shipping and fishing)  to cargo vessels. The players will get introduced to ports and port costs, profits, margins and in a way that sets a diary towards economics and history, the ships will give people understanding on engineering even mathematics (something keeps that thing afloat). When the game is merely a vessel of distributing knowledge and education the premise of a system changes and that offers a larger tribunal towards educating new and young minds. If ‘the shipping world’ is merely a step, what more can be done? I saw games on the workings of a law firm, too much game, but the idea had options for growth and that is where the educational off ramp becomes stronger. Yes, parents are all up in arms against children playing FIFA and Fortnite, but what happens when educational games get a much stronger appeal? What happens when the next generation gets a new infusion on mathematics, economy, history, engineering and even sciences? This is merely one game, so what happens when the next generation gets an additional education in culture and languages as well. We need to look at the Middle East and Asia where these solutions will find eager minds. India has well over a billion people and when we consider Indonesia, Pakistan and India, the solution would come close to 2 billion minds that is one hell of cluster to consider and my IP was nowhere near that large but it adds to the setting and those two stages are off ramps that neither Amazon nor Google considered seriously. Google even dropped their Stadia, even though it had options, but they never saw it and now there is merely Amazon, with Tencent following closely, for Amazon too close even. All due to missed off ramps these two giants left billions on the floor and now Tencent Technologies is almost in range to pick it up themselves. We all miss opportunities, but Google and Amazon left the opportunity on the floor for close to two years. Do you think that Tencent technologies will make that mistake? 

Leave a comment

Filed under Finance, Gaming, Science

Indecisive and on the fence

I was on the fence for part of the day. You see, I saw (by chance) a review of a game names Redfall and it was bad, like burning down your house whilst making French fries is a good day, it was THAT bad. Initially I ignored it, because haters will be haters. I hate Microsoft, but I go by evidence, not merely my gut feeling or my emotions. So a little later I got to be curious, you see the game was supposed to be released a day ago and I dumped my Xbox One and it is an exclusive, so I couldn’t tell. As such I looked a few reviews and they were all reviews of a really bad game. It now nagged at me and Forbes (at https://www.forbes.com/sites/paultassi/2023/05/03/redfalls-failure-is-microsofts-failure/) completed the cycle. There we see ‘Redfall’s Failure Is Microsoft’s Failure’ with “Redfall reviews are in, and they are terrible. What could have and should have been another hit from Arkane, maker of the excellent Dishonored, Prey and Deathloop, is instead what may be the worst AAA release in recent memory” and it does not end there. We also get “two hours in, I understand the poor reviews and do not understand the handful of good ones. This is a deeply, strangely bad game, so much so that I truly don’t understand how it was released at all in this state” and that is the start of a collapsing firm forced to focus outside of their comfort zone and the fun part (for me) is that it was acquired by Microsoft for billions. So we are on track to make that wannabe company collapse by December 2026. I added my IP for developers exclusively for Sony and Amazon could help, but the larger stage is that Microsoft is more and more becoming its own worst enemy. Yet, I do not rely on that alone. Handing some of my IP to Tencent Technologies will help. Sony is making them sweat but I cannot rely on Amazon with its Luna, as such Tencent technologies is required to make streaming technologies a failure for Microsoft too. So whilst we mull “we are left with now-goofy-sounding tweets from Phil Spencer announcing last year’s delay, saying that they will release these “great games when they are ready.” Redfall was not ready. And given what’s here, I’m not sure it ever was going to be.” I personally feel they were not, but they did something else, something worse. It was tactically sounds, it really was, but they upset the gaming community. They took away the little freedom gamers had and now we are all driven to make Microsoft fail, whether it is via Amazon, or we will engage with new players like Tencent Technology and add to the spice of Sony, but Microsoft will pay and now it becomes even better, they now have a massive failure for a mere $7,000,000,000 not a bad deal (well for Phil Spencer it is) and that is not the end of the bad news. As Tencent accepts my idea they will create an almost overnight growth towards a $5 billion a year market and they will surpass the Microsoft setting with 50 million subscriptions in the first phase, how far it will go, I honestly cannot tell, but when the dust settles we will enter 2026 with Microsoft dead last in the console war and in the streaming war and that was merely the beginning. They lost the tablets war already, they will lose ‘their’ edge war and ChapGPT will not aid them, a loser on nearly every front. That is what happens when you piss of gamers. To be honest I never had any inkling of interest in doing what I do now, but Microsoft made me in their own warped way and Bethesda because of it will lose too. They will soon have contenders in fields they were never contested before and this failure (Redfall) will hurt them more than they realise.

Leave a comment

Filed under Finance, Gaming, Media, Science

The empty wall

That happens, the writings is not always on the wall and now with the writers strike in the US, that wall may be empty for some days. Before I go into the now, lets consider what happened 15 years ago when the writers had their fill of exploitation. They went on strike for 100 days and the cost to the California economy was a thumping 2 billion dollars. That setting just now after covid would buckle many players all at one, making the US economy take a turn down in a stage it cannot afford it. There are other elements as well, but they do not matter at present. I was thrown by stories last week about writers that were living on US support. The people that are the foundation for billions in profit are not given a fair shake. How is that for greed and exploitation. They are not asking for the moon, they merely want a fair shake, a decent income. And I cannot see why not. I write stories, I created the foundation of movies and TV series. As such I identify with their needs. Not because of the income or the work I am in. I write for fun and to keep my skills honed. Yet the power of creation is strong and I can identify and side with anyone who made that their life’s ambition. 

As such when the BBC (at https://www.bbc.co.uk/news/entertainment-arts-65447046) gave me ‘Hollywood strike: Late night comedy shows to go dark as writers’ walkout begins’ I took notice. It wasn’t merely “A Writers Guild of America (WGA) strike, the first in 15 years, saw more than 11,000 writers – 98% of voting members – walk out from midnight. Tuesday’s late-night shows are expected to shut down first, while forthcoming shows and films could face delays.” This wasn’t merely a majority rules setting. 98 percent agreed, that is more than strong. It shows that the greed driven parties have taken things too far. I know it is not that simple, but that is the feeling it gives us. In. Place like the US where most people cannot agree one way or the other, 98% agreed and that number needs to sink in with many of us. We see the late night show references, but the larger stage is that this is not about one employer, one show or one movie. This is about the bulk of all and that matters, especially when a person like me throws the terms ‘greed’ and ‘exploitation’ into the mix, because that is how I feel about it. When I see stories about creators of successful series being on government support, something does not add up and these two term come to mind. 

And there is a larger stage with “This time around, writers are clashing with the Alliance of Motion Picture and Television Producers (AMPTP) – which represents the major studios, including Amazon, Disney, Netflix and Paramount – in demand of higher pay and a greater share of the profits from the modern streaming boom” the BBC gives us part, but I believe that there is more. You see when we see ‘a greater share of the profits’ we think it is the writing, but what we forget that streaming profit streams in ‘ad infinitum’ and even if that were true, that is not what the writers get, nowhere near what the writers get. To give a simplistic version, if that setting was completely true. A person like Dorothy Catherine Fontana could (due to her involvement in Star Trek The Next Generation) buy David Hasselhoff out of his $51 million mansion and take it for herself. Even if she got a mere $0.05 per episode, Star Trek TNG has been running in syndication since it aired in 1987 and it is still running at full speed on Netflix, even today. Not all series get there and not all do that well, but there is a time gap, there is a larger stage. Consider that a radio station has to register every record they play, because the composer gets a royalty fee, this has been going on for decades. So why is there no setting for streaming? Now, I am over simplifying this and I am setting a slightly inaccurate example but the premise stays the writers want a fair shake and when we see that industry make billions, why not? The stage is that streaming is a new media that is not completely understood. Some see it as a temporary stage, some see it as the next iteration in media and there is a reason that studios are jumping on that train, it is where the consumers are and during that jump some thought it was a sweet deal in a few ways, yet the people creating those series are largely forgotten, that is how the Writers Guild of America (WGA) and its members feel about it and when you have to make ends meet that feeling of happiness sour in seconds and that is what I believe we see now. 

And when we see “Key issues in the talks have been how writers get paid for shows which often remain on streaming platforms for years, as well as the future impact of artificial intelligence on writing.” And here again we see two different settings. You see AI does not exist, whatever comes from these solutions isn’t created from the mind, it comes from data, data that these writers contributed. See it as an IT solution to cloning the writers mind, based on data the IT solution never created in the first place. So how long until they are made obsolete? And when I see “The AMPTP said it had offered a “comprehensive package proposal” including higher pay for writers.

But it was unwilling to improve that offer further “because of the magnitude of other proposals still on the table that the Guild continues to insist upon.”” I do not see a solution or a proposal, I see a stalling tactic, a way to keep more and hand out less to a people who created the success in the first place. In this Jimmy Fallon (the comedian) gives us “Arriving at the Met Gala, Fallon said he hoped the strike would not go ahead, but at the same time wanted to see “a fair deal” agreed for writers. “I need my writers real bad, I got no show without my writers”” which I think is the true part and with ‘a fair deal’ he hits the WGA nail on the head, I wonder how long it will take the AMPTP to take a serious stand and not true to negotiate part by part and with a ‘win’ on every segment. You see,100 days is enough for some streamers to find whatever they can in Canada, the United Kingdom and Australia, not to overlook Korea, Japan and India. All players that will have time and with 100 perhaps even longer to find players to go for THEIR solutions. They have been in the dark a lot longer and they are hungry for desperate streamers. How much damage will that bring. I reckon it will be more than the $2,000,000,000 the industry had the last time and when that happens, who will win? I feel certain that at that point the AMPTP will not feel like a winner. You see, a player like Netflix relies on its 230 million subscribers, especially outside of the US, their subscribers will look for other solutions when Netflix does not deliver. All this whilst the WGA and its members merely seek a fair deal? This could end up being a mopping exercise whilst the tap remains running. A lot of energy going nowhere and the spectators can clearly see that tap running. The empty wall is not merely the lack of creativity, it will be the result by not decently rewarding creativity. But it is early days, it is merely week 1 of the setting, the writers are adamant. How strong is the AMPTP deal? I honestly do not know because I have not seen any of these documents, but writers that take hunger over food whilst being underpaid is not a good setting, greed never wins over desperation, history taught us that lesson the hard way a few times over.

Enjoy this marvellous day past Sunday.

Leave a comment

Filed under Finance, Media, movies

Slapping a giant

Yup, that’s me, but not in the way that we saw in comic books. This is real. I set up the setting for Microsoft to lose out a few times. And with Amazon staying asleep at the wheel, the option is now with Tencent technologies in one direction, but there are a few more directions to consider. So now it is time to take care of Bethesda, or hat was Bethesda, it is now Microsoft. I saw the claims that it might come to PS5, it might not, yet the reality is that this is stalling technique. It is not the first time that Microsoft did this. They made similar settings in the 90’s. As such some developers out there will have the option to grow in amazing ways. You see, it is time to create two new games. The first is already on my blog. Search for “lawlordtobe + RPG” and you will get most of it immediately. There is one condition, the simple fact that the game will be made for PS5 and Amazon Luna only, optionally later on Tencent, but that is still some time away. You see Microsoft paid 23 billion for Bethesda, as such making them bleed is a nice present for messing with gamers. 

The RPG game
A lot of it is already on this blog, yet I considered a few more items. One setting is that you could get a lot more out of a new era. Between 1568 and 1748 the Dutch had over a dozen wars which involved Spain, Germany, Portugal, England, Sweden and Austria. It would also involve the Golden age of the Netherlands. People like Rembrandt would show the world what the Dutch were capable of. 

My issue here comes from a setting in the Ezio collection. Ubisoft was great in those days and I just replayed these games learning that they are still massively good. But there are issues, nothing against Ubisoft on those titles. But the setting of Brotherhood gives the stage a much larger setting when you apply those graphics to Dutch settings and adjust it for the 17th and 18th century. When we consider that outfits were merely cosmetic, that could alter. You see someone in German garbs would be massively distrusted, but not in Germany. The same for the Spanish but not the French. Outfits matter and that gave me the idea to have tailors with several layers. Three levels of tailor and you could help these tailors out to gain a level. They could only gain ONE level, as such choices become important. Yet a level two tailor would not talk to you until you are dressed as a level 2 person (and live in that city, or have fame). The same for weapons and in some places you cannot walk with a sword, but you could have a dagger. All things that were assumed in Assassins Creed, but now the systems are powerful enough to deal with it (the Xbox 360 and PS3 could not). It allows for new kinds of stealth. Yet line of sight is important, but so is minimal distance and unless you are correctly attired you get all the attention that you never wanted. Also there was no ‘police’ or protection in every corner. There were a lot more in high society places but that was about it. Still the police was not the worst opponent. Cutthroats were that and now we have an entirely new kind of stealth. When we apply that to an RPG it becomes a challenge, no doubt about that. And when you apply this to cities in the Netherlands it matters. You see, the big places were Utrecht, Deventer, Zwolle, Kampen, Haarlem, Leiden, and Amsterdam. The Hague would not get its city rights until 1800. 

Yet this setting towards an RPG would create a new era of gaming. Like the other settings I mentioned you get to have the first two games with similar mechanics, merely a totally different side towards gaming. The Dutch side is often ignored because of its size, yet they had a war that lasted 80 years, in those days that spanned 5-6 generations, then Napoleon made a mess of things and that setting reflects into a nice setting to RPG gaming with optional stealth settings. 

As we start the game we get an choice of three

The initial option is Killer, Soldier and Thief. Each with strengths, but there are three more. You can grow in both sides, so the thief can also become a Brigand or a robber (they are not the same and as you can grow to lets say 5 degrees in the first choice, you can only grow 3 degrees in the second and third options. It allows for a lot more playability. But a good RPG game will have limitations. For example, the Thief will never be allowed in the Merchant guild, as such he cannot grow shops, but he can steal art and become really wealthy that way. The brigand has opportunity there as a smuggler, the robber does not. It is that interaction of styles that allows for the play style a person prefers, or they can really leave their comfort zone and do the opposite. The thief robber and brigand will have much better stealth options than the other styles, the soldier side will have better weapon skills and the killer will be equal if not better with some weapons and have better stealth than the soldier, but less resistance to attacks. That is merely one side. The Dutch had the golden age and as such they had all kinds of art and in those days it was very cheap (by our standards). As the Bethesda games have their own niche, the time to create a new niche becomes important. From a Bethesda point of view the time is right, no matter what they claim, they have time restrictions and Microsoft is making it harder for them and there is the option for the new developer and when you get it right with Sony, you get a new hardcore fan group with up to 32 million fans, no matter what some Microsoft driven guru states. This game was played before and you will have to stick to your guns. The options are clear. Are you a real developer or a wannabe? These ideas are free for exclusive Sony and Amazon Luna developers. 

I talked about one side and gave you another. Yer when you do the search I stated at the beginning you get a lot more and it all fits together in a few ways. When we connect the points you see so much more and you got it without investing time or money. As I stated before, lets collapse Microsoft before December 2026. Lets show Ubisoft that the claim of every year an Assassins Creed game is a BI setting and not an art setting. Is a game business intelligence of art? I see it as art with added mathematics (at times). Let’s teach some of them a lesson by yanking away their markets and in case of Microsoft, who just (apparently) lost their Blizzard/Activision deal. Lets show them that messing with gamers and yanking away gaming pleasure for $7,500,000,000 comes at a price, one they never counted on. The shareholders meeting of Microsoft could end up being massive fun in 2024/2025.

Leave a comment

Filed under Uncategorized

Stupidity of principles?

That is what I was confronted with, and it is not out there, it is in me. It all started this afternoon when I got wind of an issue via the Human Right Watch. The article (at https://www.hrw.org/news/2023/04/13/saudi-arabia-microsoft-should-hold-data-center) gives us ‘Saudi Arabia: Microsoft Should Hold Off On Data Center’, I tried to convince Amazon to go there and it would smooth things over for my IP and of course their setting would be billions per year, in this I was certain and that was merely the beginning of it. They could have chiseled in stone a strafe of progress (for Amazon) and I got my purse of coins. Amazon did not react and the Saudi government only does business through partners. Now Microsoft has an advantage and I am not certain how aware they are, but I will not accept them or their purse with 30 pieces of silver. This now beckons the thought, is Tencent aware what they could gain? For me it is a serious question. You see, the HRW gives us “Microsoft should suspend its investment in a new cloud data center region in Saudi Arabia until it can clearly demonstrate how it will mitigate the risk of facilitating serious human rights violations, Human Rights Watch said today.” Well that might seem nice, but corporations ignore privacy parts all over the planet, so the HRW setting is slightly naive. Does Tencent know what thy could gain? And it is also interesting that I get this through HRW, Microsoft hasn’t been spinning this all over the field. As such I wonder what their goals are. Mine are long term and going well beyond 10 billion a year (in phase 2), but I do not trust Microsoft. Their goals are greed and the limitation of options pushing them to more revenue. That is a simple truth and nothing (no kind of spin) from people like Phil Spencer will me contemplate their words.

But Tencent is an option. I know too little about them, yet I have learned that they are embracing at least one of the essential solutions I need to rely on, making the conversation (for me) a lot easier. So are my principles stupid? The fact that I do not cater to some American corporation is actually trivial. Where are the principles on making sure that your IP gets the best coin, the best value for money. As I stated before, I will hand my IP to the Saudi government at 35% of its value before I would ever consider selling it to Microsoft at 165% of its value. It is more than principle. I saw Microsoft destroy IP in many ways and I want my IP to flourish, it is more than ego (ego is not innocent here), it is the simple stage here the IP is flagged with my name and seeing that IP rise high is important to me (which is weird because after death no one cares). There is still the sweet dream of handing Microsoft the wooden spoon, but if they continue with it, they might not collapse in 2026 (my personal goal) and Tencent could assist in that matter. 

So is Tencent any better than Microsoft? That is my impression, but I do not know enough of Tencent to make that call. Still in this case the beast you do not know is to be preferred to the one you do know and that sets me in the stage of ‘stupidity of principles?’ Where I need to wonder what drives the choices. And knowing that Tencent will offer cloud services in Saudi Arabia yet whether there will be a center in Saudi Arabia, or if the center in Bahrain will service all nations around it is currently unknown to me, but that is off less importance to me at presence. What matters is that Microsoft will not get that level of advantage. And to think that the downfall of Microsoft (as I personally see it) all started with them betraying gamers. That should shape a nice epitaph on their tombstone. Of course it will not be me, but the stage that they lost against Adobe, Amazon, Apple, Google, Sony and Tencent is just too juicy to pass up. This is what happens when you set the stage to a group of fakers, they never made it and those who did (the other six) is a nice end to a company that went from greatness to massively substandard. 

Still the questions mulls in my head, what is the stupidity of principle and how much value does that have in the field of Business Intelligence?

Enjoy the day.

Leave a comment

Filed under Finance, IT, Science

The song remains the same

Yes, that is the setting we hear at times. We think that we are hearing something different, but when we listen closely, it is merely the same song we are hearing and this concert is all about ‘Oil in the family’ (at https://www.youtube.com/watch?v=w5vrWeHvErQ) yes, the song actually exists and it was created by Jan Akkerman (Dutch musician) a long time ago.

Yet the news comes from different sides. There is Arab News (at https://www.arabnews.com/node/2285261/saudi-arabia) who gives us ‘Saudi crown prince and US Senator Lindsey Graham discuss bilateral ties’, wasn’t he one of these people who would not discuss things whilst his Royal Highness Mohammed bin Salman Al Saud was in office? I remember something of that nature. So whilst we see “Graham, a member of the Republican party, has served as a senator since 2002. His visit was said to reflect a continuation of Saudi-US bilateral ties and reciprocal visits through the years” make no mistake, this was about restoring lost oil settings, it has the ability to set the stage I saw yesterday (previous article) I dreamt of. I reckon the Iranian setting would be raised as well. A setting that defines the coming end of the United States as the middle eastern power player is now in discussion and for the US it sucks, the ally they shorthanded for too long now has the US (as some younglings state) by the short and hairy and the US does not like that. They will do almost whatever they can to restore settings, but they are as I personally see it too late. There is every change they can restore 500K barrels a day, but they will pay for that, they will have to pay top dollar and the energy shortages head of them will make them pay. Oil rules the world at present as it has the last few decades. So whilst they mull over their options lets take a short sidestep The US and its people were all (including media) so set on letting Jack Dorsey pass by and hammer Elon Musk, his power-cell solution could have lessened the impact of oil in energy for a massive amount three years ago, now there isn’t enough times and they keep on hammering Elon Musk. Now, this is their western ‘right’ but it also largely enables oil and therefor Saudi Arabia (Aramco). 

ABC4 news (at https://abcnews4.com//senator-lindsay-graham-meets-with-crown-prince-of-saudi-arabia-mohammad-bin-salman-jeddah-international-relations-boeing-airline-money-wach) gives us ‘Sen. Lindsay Graham meets with Crown Prince of Saudi Arabia’ with the added “I just had a very productive, candid meeting with the Saudi Crown Prince and his senior leadership team. The opportunity to enhance the U.S.-Saudi relationship is real and the reforms going on in Saudi Arabia are equally real”, with the added “I also expressed deep appreciation to the Kingdom for purchasing $37 billion worth of Boeing 787s – which are made in South Carolina – for the new Saudi airline. Investments like this are game changers” all whilst the topic oil is never mentioned and mostly because that part was handled behind closed doors. Iran is avoided as the US needs the lollipop named Oil (most likely a liquorice lollipop). The more it is avoided, the stronger it pushes to the foreground. Just like the 1981 song that rocked disco’s all over Europe. A good song can never be held down, just ask Mozart, the man is dead and requiem (1791) still shines on. No matter whether it is for you of for someone you know, that song remains a hit in every funeral parlour. Last there is Politico (at https://www.politico.com/story/2018/12/04/graham-senate-rebuke-saudi-arabia-1041379) that gives us ‘Graham on Senate rebuke of Saudi Arabia: ‘Someone’s got to do it’’ there we see “Sen. Lindsey Graham on Monday championed the Senate’s willingness to publicly rebuke the Saudi Arabian government despite the White House’s unwillingness to do the same, slamming the Gulf monarchy and calling out Secretary of State Mike Pompeo by name for accusing senators of grandstanding on the issue” there we see the larger problem and it is not that the White Houses unwillingness to do something, it is that they and others remain in denial. And guess what if the energy crises goes south and places like Google, Microsoft, IBM and Amazon see the impact of losing around 70% of the abilities during summer to do business because there isn’t enough energy to keep the equipment running, that is when the economic meltdown starts and panic hits several states. I think my early prediction of 90 days is right on the nose. At that point the US sees waves of panic it never faced before and China will be on the sidelines laughing. Their game worked perfectly. In my assessment (a purely personal one) action trumps inaction EVERY SINGLE TIME and that is what we see, and that is not nearly the end of it. Politico also hands us “the president, secretary of State and secretary of Defense have all said there is no definitive proof that the Saudi crown prince ordered Khashoggi killed. Multiple media outlets have reported that U.S. intelligence agencies have “high confidence” that the crown prince ordered the journalist’s murder.” The takeaway here is “there is no definitive proof”, something I mentioned several times, the gameplay via the United Nations (via someone called Eggy Calamari), its essay writer is falling flat and that goes back to February 2021  (at https://lawlordtobe.com/2021/02/27/that-was-easy/), more than two years ago, I already saw the failings of a United Nations being the useless tool of whomever. I even attached the document that shows their failings. It is so much easier to attach their folly, makes reading it easier. I don’t think the most powerful element that NO ONE investigated and forensically investigated the tape, there is mention of the tape, but when you read closely you see it surrounds things as ‘possible’ and ‘could’ the effect of forensic lacks. So this game was continued for over two years and that is what the US needs to claw back and they can not. 

Then the article ends with “Responding to Pompeo’s insistence that Congress breaking with the administration over Yemen would undermine the possibility for peaceful resolution there, Graham retorted in his op-ed that Congress is “a coequal branch of government exercising leadership to safeguard the country’s long-term interests, values and reputation.”” This shows that the US is still all about the discord, the denial and that is why the US is about to fail massively. The media played along and now they are caught between two difficult situations, because when they lose the energy and they cannot produce they will cry like the little girls they were all along. And there we see the final part of what I stated in the beginning, the song remains the same.

Have a great days and consider whatever you can upgrade to systems that rely on chargers, because soon enough for many hours a day, you will not have any options. The wealthier people will embrace the Elon Musk energy solution, but it will cost them top dollar. The others (like me) we will not be that fortunate, it is the consequence of an inactive political engine on a near global level. 

Enjoy the day and the working lightbulbs (for now).

 

1 Comment

Filed under Finance, IT, Media, Politics, Science

Fortune cookies

This is not the food stuff (which I love), these are phrases that appear on social media. I dislike them for the most, they tend to be snippets of a much larger framework, as such the message is trying to lure in an audience on an incomplete part. This is the main reason why I dislike them and life cookies shouldn’t be on LinkedIn, but that might merely be me. I will happily admit to that flaw in me.

Yet in the last 24 hours I got two messages that did make a ring to me, that made appeal which instilled something in me. OK, it happens. I am not without flaws or without wonder if need be.

Music is what feelings sound like
That was the first phrase. It seems shallow, but it is not. Is this why older people tend to appreciate classical music? And if music is the noise of feelings, how complex does music needs to become before some are struck by it? And there is no alternative, as such those who do not appreciate or accept music, what of them? I do not know, I am asking. I went from the young need of pop music, I felt connection to Jean Michel Jarre and David Bowie from the 70’s onwards.

I became a Jean Michel Jarre fan when Oxygène (Part IV) became a hit in the Netherlands in 1977. I am still a fan to this day and I tend to play his albums at least once a month. My introduction to David Bowie was in the same year with Sound and Vision, which was on the album Low.

Yet the first album I bought on CD was Lodger (1979), after that, over time I got most of his albums. If they appeal to our feelings, what are our feelings? Even now (decades later) my appreciation of Bowie is a lot larger than it was 45 years earlier. How come? I have other music I really like. Kate Bush, Alan Parsons and Kraftwerk. Music I still love decades later. There is new music too, but these 5 never wavered. Is it because I cannot identify the feelings? Is it something else? I honestly do not know. We could take these feelings in other directions too. Like thanking Ridley Scott for creating a movie so that Starman finally has a perfect video, and lets not forget that the movie was pretty phenomenal as well. I took this side-road to emphasise that this could become a chicken and egg setting. What was first, the feeling, or the identity of the sound that is seemingly connected? 

To see this to some degree, we ned to take a sidestep to the Troubadour, who was a composer and performer of Old Occitan lyric poetry from 1100 onwards. He would be replaced to a larger degree in the 12th century by the minstrel. Yet they did not translate our feelings, they instilled the feelings of courage and victory in whatever stage is presented itself. The minstrel was more into getting a gold piece (and food) from the castle lord who he was performing to, as such he tended to play what they wanted to hear and it usually came with clerical sides too, because in those days the church was almighty and as such speaking of biblical virtues would go over well with the clergy in that place and as such with the lord too (who might have preferred songs of adulterous women). 

So when did music became the sound of our hearts? I am not attacking the phrase, it made me think, I wonder how we see music and how we value it and we do value it, consider the best songs from the last 10 years, what song has meaning to you? And it can be for the simplest or most direct reason.

A mind is like a parachute, it doesn’t work if it isn’t open
That was the second phrase, it was not related to the first, but I feel it is connected. It is an important distinguish as I am still working on other IP and a closed mind doesn’t get me there. Even as I have several pieces in play, the larger stage is where else I can go, and I wonder where I can take myself. I believe that there are hard and for some even harder times ahead. As such I need to see where I will go next, where I can be a return on investment and where I will be properly valued, not the wankers near me who make claims and like always, they will never deliver, they want a free ride and I have made 2-3 of these works public domain, so they get nothing and now they are afraid, they never considered that I would make it public domain and never get anything myself. It was their very stupid mistake. I have seen these stupid people trying to weasel fake promise after fake promise only to come with the lamest of excuses afterwards. As such more will become public domain soon enough. Especially some of the Augmented Reality settings. I saw the field and I saw it grow beyond the big 3D screen with Versace. I saw the field where they could set a new age on Android and iOS, but I reckon they missed that boat and now it is about to become Public Domain, the open mind sees what more there could be, it sees that greed is the dampening of an open mind, as such I decided to make some of it PD. So what happens when they miss out more and the 6G ideas become an open field for anyone in that approaching stage? Suddenly some of the larger firms will see that shedding jobs was a clear choice, but not the best one. That is how I see it. 

And before you think I am kidding, consider the stories from the last two weeks. I showed to be correct with articles that are months old, so how much more convincing would anyone need? I do not care, I still have a few ideas in the barrel and as I make some PD, other ideas are added to the barrel. Amazon left well over $5,000,000,000 a year on the floor (as did Google), so what contracting economy were they looking at? I get it Microsoft is a lot cause, but the other two are actual innovators, they should be running circles around me, that is not the case, it is almost the reverse (in some ways only). Yet the thinker would come to the same conclusion I came to a year ago. How am I running circles around them in even one field? That is what the open mind is trying to figure out and as I listen to Iggy Pop I will finish my sandwich and after that snore like a sawmill.

Leave a comment

Filed under Finance, IT, Science

Focal and blinders

We all face them at times, I am no different. The problem is when is what what. Let me be a little more clear, in my case Microsoft is an issue, as I personally see it, if they buy Blizzard, they will need $92,000,000 of profit a day just to break even with the purchase of 3 houses (Mojang, Bethesda and Blizzard), now this is not set correctly, they bought Mojang some time ago, as such the amount is a few million less, but it is not less by much. They already crashed Redfall PS5, which they are allowed to do. They are allowed to do whatever they need to with what they own. Yet, consider that the PS5 has well over 30,000,000 consoles in the field and they allegedly need $92 million a day, does the act make sense? So am I concentrating on a focal, or a blinder. Consider that a blinder lets you NOT see in a specific direction. We attribute all kinds of ‘evil’ towards Microsoft, are they blinders or are they seen as the result of a focal? That is actually a lot harder to answer than you think. When is one could also be the other.

As such I have been concentrating on my two IP projects. Project Graveyard and Project Cluster. Two very different software and hardware IP settings. They both fit the Amazon Luna and optionally whomever buys the Google Stadia, which is why Kingdom Holdings was on my radar. One will be a decent downfall for Microsoft the other no less, but also takes the steam out of Facebook, and as such Amazon was the logical path to take and not just merely logical, Amazon was about to get a whole new range of revenue because of it. Yet I try not to be smitten by either blinders or focal (no matter how much fun they are). As such I saw the appearance of Tencent on time and even as several players are willing to ignore Tencent, I cannot and I will not. Tencent has seemingly the ability to unite gamers. In addition it allows China to grow in one additional industry where Americans thought they would not exist and now Microsoft in particular will have a problem because of the required $92 million a day will become a nose grounded with an anchor around the neck of American economy. And there are plenty of nay sayer spinners on the internet. It is all Microsoft and they are all getting on top of things. So lets have a go at that list 

1. Microsoft would acquire Mandiant to solve their solarwinds issue
There was one news cycle and then suddenly it went dark, there was no more news. I raised it in ‘What we hope for’ on March 7th 2022 (at https://lawlordtobe.com/2022/03/07/what-we-hope-for/). It became part of Google and it is a Google solution now. After that Microsoft and cyber solutions went a little dark on the matter.

2. Microsoft had a new Tablet to WOW the world. No, it didn’t never got close to the Apple iPad and it got even less close to the iPad Air, two devices that were more able and had a larger following and it still does. It still has a lot more to offer, but the spinners came with the ‘with the keyboard it was a more complete laptop’. No, it was not and it will never be that more. I saw people howling with agony as they saw failure after failure on their Surface. I still see some people trying to spin that thing. A $1650 solution trying to win over a $500 iPad, all whilst Apple has the more versatile device.

3. Microsoft has the cloud solution, Azure. Smell it, it smells nice. Which is laughingly the biggest loser of them all. In clarity, Azure is not bad, it lacks and it has no business in gaming. Azure is the Microsoft solution and after 3 years it is nowhere near ready to take on the AWS (Amazon Cloud solution). Last month someone wrote (not me) “Azure is more costly. Azure is the finest alternative for a robust Platform-as-a-Service (PaaS) provider and even a Windows integration. If a company needs infrastructure-as-a-service (IaaS) or a wide range of tools, AWS may be the ideal option”, so where are the SAAS and GAAS comparisons? And when I look, there is always a hidden issue where the people are promoting THEIR solution, no matter whether it involves AWS or Azure (Google is falling behind too much). At the moment the marketshare of AWS is a lot larger and in some reports it seems like Google cloud and IBM cloud are underreported. What matters is that this is another field where Microsoft is not ahead. 

4. The Microsoft gaming console is the most powerful in the world. It might be true, but the weakest console of them all (Nintendo Switch) surpassed the Microsoft sales numbers by a lot and did it in half the time Microsoft with their X/S console were in the field. Even now, these numbers of X and S series consoles are aggregated, the loss is that defining. They are way behind  the PS5 with their X series console, but it is the most powerful in the world. In addition the PS5 has a whole range of next generation titles that goes into the dozen and the Microsoft console is lacking there, even after two years it is still lacking in Next generation titles. 

I will ignore issues 5,6 and 7. 4 fields where Microsoft will need to do a lot better and for years they were not able to do so. So where is that $92 million a day profit coming from? I cannot see it, can you? And that was merely to claw back the investments on gaming alone. Amazon is hungry and they are driving their AWS (and optionally their Amazon Luna too) making the pain for Microsoft larger. Apple has a firm grip on their devices and even as we might not like Apple, their devices are solid and Microsoft has no chance of driving a wedge there. And as I see it, they already lost the console war. In that environment Microsoft is bleeding revenue all over the field, their books are red with blood and red ink. And for their security I have not seen an alternative for Mandiant (owned by Google). So where are they now? When will we see another Solarwinds? It is not a given, but they lack in cyber security, so I fail to see how they will stop the next wave. 

And now the battle field changes further, Tencent is about to arrive, I merely wonder if that was one of the reasons why the E3 was cancelled (I honestly do not know). If Tencent arrives, it arrives with more options and more settings than the Microsoft console field will allow for, no matter how that plays out, it makes the Blizzard $65,000,000,000 a massive anchor around the neck of Microsoft and it will hurt them, no matter what ideas they have. Tencent has been funding a lot of Unreal engine 5 stuff, as such they could wow the gaming community and if they are going the direction I am speculating on, it will hurt both Microsoft and Amazon to a larger degree, in this the pain to Apple remains unknown, or it might be minor. And that is all before some figure out that Project Cluster will enable a lot more than anyone considered, it was meant for that, to be ready for national 5G implementations. How many of them did that off the bat and how many (implying Microsoft) stated “We will get to that when it is ready”, it is the short term focal point of a quarter by quarter BI person. In this none of them have a real long term focal point and that is why Tencent is a danger to them all, they are focussing on 2025 and 2026 (the year Microsoft allegedly collapses).

So is Microsoft my blinder? Is it my focal, or did I see the stage for what it was one that offers great options for some and not that much for others. They limited their abilities by hanging an additional $65,000,000,000 anchor around their necks. I am calling it as I saw it. Perhaps I am wrong, you tell me. I gave you the numbers and the works, you can do your own research.

Leave a comment

Filed under Finance, Gaming, IT, Media, Science

Those cordially invited

That is a setting that is not merely an evolving one, it sort of fits several stages and it all revolves around the choices that some make. As such when the Gaming Bafta’s were on, there were two considerations. The first one was how well did Sony do, the second one is how bad Microsoft is doing. I will get to the logic a little later. Sony sort of won a few times. There was God of War who was a winner, of course the music by Bear McCreary won and Christopher Judge as the voice of Kratos won. It won 6 awards in the Gaming Bafta’s and had 15 nominations, including EE game of the year, best game went to Vampire Survivors by Luca Galante. Horizon Forbidden West by Guerrilla games, a Sony exclusive won best technical achievement. One out of 5 nominations. This maters as these two games are gaming achievements of the highest order. God of War is given a 94% score, HFW an 88% score (I personally believe it should have been a 92%). Microsoft and their acquired houses had 4 nominations and zero wins. OK, I will grant that Bethesda had bad luck having to go up against one of the Final Fantasy kids, but still as I see it, no bang for seven and a half billion spend on purchases? Perhaps next year. The big titles were not here and I was missing Hogwarts Legacy, but they might have missed the cut off point. As such Microsoft has additional issues next year and that is before the storm hits. You see, the E3 was cancelled. It does not matter what the reason is, they cancelled it for some of the players having their own spin presentation, where they can intentionally not invite those critical of them. It makes sense and it is a valid and acceptable choice to make (even as I am spinning this in personal ways too). You see, I do not know the individual reasons and that means I merely do not know. But the hardships that Bethesda presently has, the lack of releases by Microsoft houses and whatever Ubisoft has to remain absent, they might all be perfectly valid in Business Intelligence, but gamers will spin this. One source gave us in January “Ubisoft’s Project Q has now been reportedly cancelled. The PvP battle arena game was announced less than a year ago in April 2022. They’ve already delayed Skull and Bones six times now and the recent comments by CEO Yves Guillemot haven’t helped.” Another source gave us that Assassin’s Creed Mirage and The Crew: Project Orlando will not come before Q1 2024, implying that they miss the summer haul and the Christmas revenue haul (including thanksgiving), two massive revenue moment. As such it makes sense to give E3 a miss, yet I personally would have spun this into ‘We will get a better result when we take more time’ even though one game has had 6 setbacks. They basically face a lose lose proposition. In all this I set the groundworks for new IP and that actually matters this time. You see there is an element missing at present. That element is Tencent. They are giving a miss for now, but they are pouring buckets of gold into their Unreal engine 5 design teams, this implies that they could grow big next year, they could pull the carpet from under Microsoft legs. 

I did not give Tencent the consideration I could have, mainly because Amazon is a better fit, but in the setting that they are in. I am sitting on a totally new form of gaming on one hand (a small exaggeration), on the other hand the other IP in phase one could represent five billion and a lot more after that. Tencent could be the direction to grow my setting and even as I prefer Amazon as a first choice, one needs to go where the gold is (a small personal greedy direction). And as long as Microsoft is rejected as a contender, I am happy, even if Tencent ends with the IP. It still is important for me to assist in sending Microsoft to some revenue graveyard by December 2026. You think I am serious, and I am, but there is a hidden egg in the graveyard part. 

If Microsoft had focused on quality instead of spin (which they in part might be) there could have ben a little hope, yet at present when we see the Xbox Series X and after two years we still see review (source: Tom’s guide) “Few next-gen launch games” a setting you can accept in year one, but not after two years, you see how Microsoft is desperate and now I add Project: Graveyard against that setting, without Microsoft being able to attend that game? It is nice to hand Microsoft the wooden spoon in 2024, especially when they could have spend a little over $100 billion by then (Mojang, Bethesda and Blizzard) and that is before the other IP is launched (if it is sold) and before the list of Sony releases get to be even larger. Ubisoft is important for Microsoft and their consoles as they were their biggest drive, no matter how we think of some games, Ubisoft has had moment of true greatness and one additional title could safe Microsoft. So when we set the larger stage and we see the gaming Bafta’s and the E3 cancellation, the larger stage of Microsoft is as I personally see it diminishing. And the stage is worsening in other ways too, but I will write about that should Microsoft acquire Blizzard, because that is expected, but not set in stone at present.

Leave a comment

Filed under Finance, Gaming