Tag Archives: Amazon

November 11, 2025 · 17:58

TYS squared

That is the setting, but before we go there, a little reminder from past blogs. Just so you know I wasn’t kidding. On January 29th I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) as well as ‘What do bubbles do?’ on November 1st 2025 (at https://lawlordtobe.com/2025/11/01/what-do-bubbles-do/), so this is not out of the blue. Yet several facts were revealed which requires me to give you the setting of power shortages which I raised in ‘As limits are reached’ on June 29th 2024 (at https://lawlordtobe.com/2024/06/29/as-limits-are-reached/), so this are the settings I warned people about and now we see

So, it started today with a person named Torben Hansen on LinkedIn giving us “Oracle just shelved a €2 billion Al datacenter project. Amazon paused €7 billion in investments. Not because of tech limitations or lack of capital – but because they can’t get electricity. In Frankfurt – Europe’s digital heartland – new Al data centers face 8-13 year wait times for grid connections. Here’s the brutal reality:” as well as “Germany’s electricity: €0.25-0.30/kWh vs €0.05-0.07 in Asia (3-6x more expensive) GPT-4 training consumed 51,773+ MWh of energy One datacenter powering Al needs 4 gigawatts
Additional cost per training run: €500M+
Germany’s Al ranking: Dropped from #3 to #9 globally in 2 years
Imagine having world-class talent, billions in investment, and world-leading research – then telling companies “sorry, we don’t have the power lines.” That’s Germany in 2025.
While the US adds 400+ MW of Al capacity annually, Germany accepts ZERO new data centers until 2030. The result? Our brightest minds migrate. Research stays. Jobs leave.”

So, the ‘presentation’ reflects what I foretold. But now the sad part, there is no news on any of this. There is even a ‘Google set to reveal “largest ever” investment plan for Germany – report’ a mere 4 days ago (at https://www.datacenterdynamics.com/en/news/google-set-to-reveal-largest-ever-investment-plan-for-germany-report/) this is why I check EVERYTHING. The setting from both Amazon and Oracle cannot be vetted, but a mere 4 days ago (as well) we are given “But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta Platforms sold off because investors didn’t like how its operating expenses were outpacing revenue growth.” That too was predicted and it is the effect of a bubble, so to say the stock is going bubblelicious. But that does not reflect on who is giving us the facts and who is giving us the runaround. I am trying to give you the facts. The second fact that seems to ‘contradict’ the ‘facts’ by Torben Hansen as the DCD gives us (at previous given address) “Amazon Web Services (AWS), meanwhile, committed some $9.44bn to its Frankfurt cloud region in June 2024, and a further $8.47bn to establishing a European sovereign cloud in the country, which was launched as a separate entity earlier this year.” So something is amiss. I still believe in the predictions I gave you all, but a bubble tends to be presented at the moment it goes boom. Yet a week ago (at https://www.cleanenergywire.org/news/lacking-grid-access-major-obstacle-germanys-energy-transition-technologies-associations) we are given ‘Lacking grid access major obstacle for Germany’s energy transition technologies – associations’ with “Germany needs to “significantly improve access to grid connections” for electric vehicle charging stations, storage facilities and large heat pumps, a group of 13 associations from the energy, housing and consumer protection sectors said in a joint appeal. “Industry, commerce and private households are ready to invest, build and transform,” the group wrote. “But without access to a modern grid infrastructure, many projects remain unimplemented.”” As well as “Germany’s lagging electricity grid expansion remains a key hurdle for the shift to renewables. Electricity retailers have warned that significant delays in connecting EV charging points and solar PV installations to the local power grid are putting the brakes on the country’s energy transition.” So there are issues, but I do not see any shortages that would halt data centers and Oracle gave us in may that millions are invested in both Germany and the Netherlands. I reckon that there would be clear signals if the presented facts were actually true. So whilst I am really reeling for a “told you so” setting, even a squared setting of told you so, there is a larger setting that requires all our attentions. The verification and validation of presented facts requires checking at nearly every bend, curve and turn of the way. So whilst the cartoon image is highly entertaining, it is all it is, entertaining. 

But I do like to check all the ins and outs of statements thrown my way and in this case I though I would get to loudly go ‘told you so’ and in the end I cannot yet do that and that is the setting that I face today. I till believe that this bubble comes crashing down, but in its own right, not by presenting (what I perceive to be) false settings towards at least one titan in the IT business who has always steered a straight course. 

And in the final setting we see that “hyperscale centers requiring 100 megawatts or more”, how much more is really depending on the centre, but to set the power ‘demand’ to 40 times that for an AI centre becomes debatable, especially as both the Netherlands and Germany have a good grasp on the energy they have and what is required. So I am seeing all kinds of red flags at present. And I still have the ‘told you so’ setting because verification and validation are pretty important markers in the AI field. So the next move is on the Media and to run down the truth of both German energy as well as Amazon and Oracle, but that is merely my point of view. Have a great day.

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November 4, 2025 · 10:05

At the benefit of Riyadh

That is what I saw a few days ago, but as with all matters, the people who see the advantage do not always see what they have. You see, almost 3 years ago I wrote ‘Girdle your loins’ (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/) where I have both Kingdom Holdings, Saudi Arabia and Amazon the stage where they could set the stage of an additional 6 billion a year with optionally enlarging this to about 15 billion a year (a cautious conservative estimate) and that was merely the beginning. I tried to hand it to Google, but the person I had to seal to was not in the office (it was in the Covid lockdown stage) and 2 days later they dumped the Google Stadia. So, I was depending on Amazon (and Andy Jessy), or the Kingdom Holding, but there I had to deal with   Prince Al Waleed bin Talal Al Saud. And he has never heard of me, so I was up going nowhere. And I get it, a billionaire gets thousands of ‘pleads’ in a daily basis and I don’t amount to much. I get that. But that doesn’t take away the anguish of having the idea of a lifetime (well 50 million dollars plus change) and as it holds billions of revenue, I was in a decent position, but over the last three years my changes has dwindled, even Tencent was leaving the idea in the ground and for the life of me I cannot understand why these so called ‘self made billionaires’ leave this much revenue one the floor. I get the idea that if it isn’t AI, it is worthless, but the sentiment behind that is flawed as AI doesn’t exist and the issues I raised with energy and validation and verification of data are showing a much larger setting now (see yesterday’s blog). 

But as Saudi Arabia bought Electronic Arts the issue changes. You see the second pillar on the story ‘Girdle your loins’ has a new lease on life as Electronic Arts brought some of the highest rated games during 1985-1999 and that is the focal point of a lot of games and as Saudi Arabia owns the IP now, the games that are published as Bullfrog will be worth a massive amount. 

We had Magic Carpet (1+2), Dungeon Keeper (1+2), Populous (1+2) and there is another upside. These games can be released in the original setting (with upgraded sound and graphics) and there is the setting that these games can be ‘islamiphied’ giving a game like Populous the setting to add the graphics of an Arabic themed land, with optional setting that added libraries can be unlocked in the game as you conquer the lands it adds a cauldron with a graphic theme and that gives the player a new stride on the game. And that is one house who had additional titles, as such the setting for Riyadh increases to a larger setting and one that brings in the money. Wouldn’t it be nice if (as I personally see it) that the investment of $55 billion will earn itself back in under a decade by additional means? That is what Google, Amazon and others left on the floor. And only 20 hours ago the Guardian gave us ‘Boom or bubble? Inside the $3tn AI datacentre spending spree’ with the byline “Investment in these vast warehouses is huge but some worry the debt-fuelled exuberance will backfire” with the setting of “Google’s owner Alphabet has reported revenues of $100bn in a single quarter for the first time, helped by growing demand for its AI infrastructure, while Apple and Amazon have also just reported strong results.” And still the media avoids certain matters as we are given “Goldman Sachs expects it to double by the end of 2030. This carries a further infrastructure cost of its own, according to Goldman, with $720bn of grid spending needed to meet that energy demand.” So double the effort by 2030? Is that a critical holding, because as I personally see it, the American economy doesn’t have that long and the energy setting is critical as is validating and verifying the Deeper Machine Learning data sets, an issue that is ‘circumvented’ by nearly all. As such I personally feel that my solution as a way around shortage of funds was seemingly (a personal view) a good idea to have in the back pocket and I was eager to hand it to Google (just to keep it out of the hands of Microsoft) but alas, I was not that fortunate. And make no mistake. I wanted to cash in on my ideas as anyone would, so there is no altruistic setting here. I am not better than all (just better than most) and now it seems that Saudi Arabia and through it I reckon Kingdom Holdings have the inside track on billions left on the floor. I wonder if they will make a deal with Tencent to make it work. 

Have a great day. I will dream of icy cold water (it is 28 degrees celsius now) and the taste of refreshing icy cold water appeals to me at present.

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November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

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October 24, 2025 · 16:48

For play, Four play or Foreplay

That is the game and today it is the setting of the BBC to get their buns burned, or at least that is how I see it. The article by Liv McMahon is nothing short of a joke. We are given “Snapchat, Reddit and Lloyds Bank were among more than 1,000 sites and services reported to have gone down as a result of issues at the heart of the cloud computing giant’s operations in North Virginia, US on 20 October. In a detailed summary of what caused the outage, Amazon said it occurred as a result of errors which meant its internal systems could not connect websites with the IP addresses computers use to find them.” And I particularly liked the ‘application’ of detailed. It is followed by groveling and whatever by Amazon, and an explanation by Zoe Kleinman, so the detailing was left to someone else. We are given “Amazon said it came down to an issue in US-EAST-1 – its largest cluster of data centres which power much of the internet. Critical processes in the region’s database which stores and manages the Domain Name System (DNS) records, allowing website URLs to be understood by computers, effectively fell out of sync.

According to Amazon, this triggered a “latent race condition” – or in other words unearthed a dormant bug that could occur in an unlikely sequence of events.” So, a bug that could in fact happen if an unlikely event would take place. So, a system at the corner of everything could fall over. You know, Elon Musk gave me a simpler setting, He gave me this image through Twitter (still refusing to call it X).

As I see it, this image is clearer than your whatever you called that piece and it shows the setting that this should not have happened and what were these unlikely events? You fail to disclose this, but that is the foundation of the BBC at present, catering to terrorists (Hamas) at every turn and not triple checking your facts. And there is a need to solve this. You see, Dr. Junade Ali (from Institute for Engineering and Technology) gives us (through you) “Dr Ali believes it highlights the need for companies to be more resilient and diversify their cloud service providers “so they can fail over to other data centres and providers when one isn’t available”. “In this instance, those who had a single point of failure in this Amazon region were susceptible to being taken offline,” he said.” He is correct and that also sets the current ‘drive’ to non-existing AI to a halt. If this is set to AWS standards, there is every likelihood that this flaw is replicated through their AI front and at that setting when this curve is hit, error on error will creep into a system that isn’t supposed to have it. I kinda trust Oracle to have is solved, but AWS might fall over. As such what will the damage be at that point? You can doubt and deny this, but I just illustrate a fall over point and if it has to be addressed at this point, what will the damage be to the consumers of Amazon AI? 

Systems built onto systems and managed by systems when a fall back flaw hits is the start of an unstoppable disaster, or at least unstoppable until there is human interaction and it took approximately 15 hours to fix. Now consider that the decisions of an AI are unchecked for over 15 hours, what damages does this setting bring?

In other news, I got “Many major websites and apps became inaccessible due to a Domain Name System (DNS) issue affecting AWS’s DynamoDB database.” The word Dynamo does not enter your story even once. Seems like the BBC left the facts on the floor, is that how you operate at present? As I personally see it, the Image from Elon Musk was more revealing in this instance and he didn’t have to write a word.

In this, the last word was given to Dr. Junade Ali was spot on “In this instance, those who had a single point of failure in this Amazon region were susceptible to being taken offline”

He seemingly was right and the damage is seen through a thousand corporations big and small and it seems that this “dormant bug that could occur in an unlikely sequence of events” is exactly what organized crime is looking for, a place to hold over everyone as a hostage to their needy revenue. A point they can attack. I think that it is a massive setting that needed fixing last month to be certain, because what was, can explicitly be again. That is how organized crime works, unless they have Filofaxes, which makes them very organized crime at that point.

So as I see it the players are Consumer, Technology, Amazon and opportunity (by anyone). So there are the four players and I reckon that this setting has plagued DynamoDB in a few ways and at least three months ago we were given “Teams are shifting from AWS DynamoDB to alternatives like ScyllaDB due to cost, latency, and multi-cloud flexibility issues. – DynamoDB’s fixed pricing and limited scalability struggle to meet enterprise demands for hybrid cloud adaptability.” So as I see it, there were more issues plaguing this weakness. Another thing that the BBC never showed us, at least not in this report. So what else was missing?

As I see it, have a great day, don’t forget your intake of Coffee (or tea if you are in the UK) and see where the flaws of others would impact you. Don’t rely on me because I am apparently heavily flawed.

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October 22, 2025 · 04:30

The bubble to end all bubbles

That is what I saw mere minutes ago. It was yesterday’s piece at the Financial Review. An opinion piece by Gita Gopinath. Now normally I tend to ignore opinion pieces, but due to the fact that over time Financial Review has shown a good back on several matters and I picked up on the title ‘The crash that could torch $US35trn of wealth’ (at https://www.afr.com/wealth/investing/the-crash-that-could-torch-us35trn-of-wealth-20251016-p5n31w) gives pause for alarm. As America has its tourism issues, its economy issue and its technology issues a $35,000 billion write-off would be nothing less than a disaster in the making. I wrote about this a few times, but even I shudder to think of how large this bubble has become. The 2008 crash was half of that and the documentary Inside Job does a great way to explain this. Take this movie together with the movie Margin Call and you get a picture of what was done to the people of the world.

This is more than 100% worse and it started with the delusional setting of salespeople taking the easy road and giving the rest of the world how amazing AI was going to be. The quote “I calculate that a market correction of the same magnitude as the dotcom crash could wipe out over $US20 trillion ($30 trillion) in wealth for American households, equivalent to roughly 70 per cent of American GDP in 2024. This is several times larger than the losses incurred during the crash of the early 2000s. The implications for consumption would be grave. Consumption growth is already weaker than it was preceding the dotcom crash. A shock of this magnitude could cut it by 3.5 percentage points, translating into a 2-percentage-point hit to overall GDP growth, even before accounting for declines in investment” should stop you in your tracks. With the additional “Foreign investors could face wealth losses exceeding $US15 trillion, or about 20 per cent of the rest of the world’s GDP. For comparison, the dotcom crash resulted in foreign losses of around $US2 trillion, roughly $US4 trillion in today’s money and less than 10 per cent of rest-of-world GDP at the time. This stark increase in spillovers underscores how vulnerable global demand is to shocks originating in America” was not unknown to me, but I did not figure on the damage exceeding 10 trillion, here I see I was off by 50% (which comes due to a lack of an economic degree on my side), but data I know, in and out. I saw some of this and I tried to warn people and especially the Emirati people (at https://lawlordtobe.com/2025/10/20/the-start-of-something-bad/) in ‘The start of something bad’ only two days ago. And the reason why it would be worse is seen in the next setting of the Financial Review. We are given “Historically, the rest of the world has found some cushion in the dollar’s tendency to rise during crises. This “flight to safety” has helped mitigate the impact of lost dollar-denominated wealth on foreign consumption. The greenback’s strength has long provided global insurance, often appreciating even when the crisis originates in America, as investors seek refuge in dollar assets. There are, though, reasons to believe that this dynamic may not hold in the next crisis. Despite well-founded expectations that American tariffs and expansionary fiscal policy would bolster the dollar, it has instead fallen against most major currencies.” I kinda saw that two days ago, but not to this degree (the Financial Review writes it better) When that bubble burst it will not allow for shelter and the people involved will be hit massively. As I see it Nvidia will survive by will see its value decreased by 90%. Oracle will get hit less but it will still take a beating. Microsoft will be up for sale in the bargain basement and after builder.ai, the bubble will stick to them like gum in hair and they will not be able to shake the event. Others (Google, IBM, Amazon) will be hit, but they will get through this. As I see it, the only high standard that is maintained will be Adobe. Their “AI” options are soundly set in Deeper Machine Learning. As I see it, they will tend to be the shelter of choice if at all possible. 

The only part I disagree with is “Although this does not mark the end of the dollar’s dominance, it does reflect growing unease among foreign investors about the currency’s trajectory. Increasingly, they are hedging against dollar risk – a sign of waning confidence.” As I see it, the dollar comes to an end with this bubble. I do not know what people will rush to, but the dollar is no longer the place to be. As I see it there will be a flock going towards the Yuan, the Dirham and the Bitcoin, but personally I have no idea if the Bitcoin survives. You see, a $35,000 write-off will come from some currency and those hiding in Bitcoin will lose a lot, no telling how much, but it will be close to astronomical. The Financial Review gives us “Perceptions of the strength and independence of American institutions, particularly the Federal Reserve, play a crucial role in maintaining investor confidence.” That independence is close to obsolete. This administration took care of that with all the tariffs, all the tourist settings and the economy is also shaky. It might not be but someone took the trouble of not reporting the ‘goodness’ of their setting. The labour statistics are nowhere to be found and that is shaking investor confidence. All that whilst Paramount is shaking thousands of people of their employment tree, this year alone Microsoft shed 15,000 jobs, IBM is said to have fired 21,000 jobs, making Google’s 100 job losses trivial in comparison. In this setting and with the missing labor statistics the investor confidence would be in the basement and even if the Federal reserve doused that paper in the scent of Luis Vuitton it would not matter much. At present Saudi Arabia and the UAE are the best places for these investors and America knows this. They have oil to fall back on and as I see it, no matter how the AI bubble bursts, they can retrench this into service roles and data acquisition roles. That is what Europe fears, American held data used to safely drip the economy to health using IP values from everywhere. And this is not the first time I wrote about this in ‘That one flaky promise’ (at https://lawlordtobe.com/2022/01/29/that-one-flaky-promise/) where I saw the dangers of America ‘annexing’ whatever it had and that was BEFORE AI and the bubble it created. I swear that danger almost 4 years ago. That setting will implode the rest of what America thought they would have. As I see it, a strong setting of IP and storage of it could help both Saudi Arabia and the UAE (a likely preferred choice) to evade to (those who can afford it) because when this bubble goes it will wipe out whatever most of us hold for dear and those who had their patents in the US. This is mere (intense) speculation, but do you think that this American administration will not do this? It had no trouble with tariffs and the setting of THEIR ‘big beautiful America’ at the expense of everything. They even tried to make Canada and Greenland part of America. I don’t think so and as I see it, when that bubble goes America is pretty much done for. All because Americans believe that Cash is King. So their salespeople live by the dollar and will waste it at a moments notice for their personal needs. Should you doubt that please watch Inside Job and see what they did there. I reckon that Iceland is now getting back on its feet al will enjoy the view on the impact crater that Wall Street leaves behind. 

I need to end this with a word of caution. This was base on an opinion piece, so as that is wrong, so is my view. But I based it on the data I had available and the prediction that I saw in 2022, so there was no AI bubble at that time. So is my view more accurate now? That cannot be said and it is based on what desperate people do and as I see it America is about to become really desperate. So enjoy your coffee today, which I will do also and I will assist a young woman named Aloy help her defeat some machines. They were not Microsoft products, so they should work. Now lets make them a lot less functional and that Deathbringer looks like a right monster.

Have a great day and try not to get too depressed by the not so good news I am partially bringing.

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October 21, 2025 · 05:09

Modus operandi on steroids

That is what I see and not everyone does that. There is the setting of oversimplification and I get it, we all want things to work. So when the BBC alerted us all to the outage that AWS experienced there is more to all of this. 

I am not on the side of Amazon here, or on their opposition for that matter. So when I saw the news that thousands of corporations went down I was eager to see the news. And as it was given to me “Platform outage monitor Downdetector says it has seen more than 6.5 million reports globally, affecting more than 1,000 companies” but why? And we get that with “There aren’t many alternatives to AWS – operating on that vast scale is an enormous logistical challenge” and I tend to agree with Zoe Kleinman on this. So as the BBC gives us “Amazon Web Services says it has fixed the underlying problem that has disrupted many of the world’s biggest websites and apps, but a full recovery will take some more time” and I go ‘underlying problem?’ And there Tom Gerken has an answer, he gives us “At 08:00 BST this morning, reports started flooding in of problems accessing a few apps. By 09:00, it was apparent this had turned into quite a big deal.

We know now that the culprit was something called “DNS resolution” not working properly at Amazon Web Services. In simple terms, it all comes down to the bit of tech which lets a computer understand what we mean when we see a url like bbc.co.uk. But the reason it had such a big impact is simply that a massive amount of companies rely on Amazon working properly.

Downdetector told the BBC it had received reports stating more than 1,000 companies were facing problems. The question now is – will some of these companies look to alternatives?”

You see, the problem is that ‘everyone’ expects a setting to work outright all the time and the old premise is “You can fool all of the people some of the time and some of the people all of the time, but you cannot fool all of the people all of the time” this can now be ‘tweaked’ into “You can service all of the people some of the time and some of the people all of the time, but you cannot service all of the people all of the time” you might think that this is folly, but it is not. You can introduce larger pools of resolution, but the system was designed to work all of the time, there was apparently no switch over and that might have resolved things. I am also contemplating that an outside source had introduced something to make it fall over. Was that the case? Amazon and its AWS pool of technicians are top notch, as such this hiccup might have been foreseen. 

My thoughts on the third party comes from the news “The latest update comes after AWS said, at around 12:00 BST, it had fixed the underlying issue, but noted there would still be problems as they brought everything up to speed” and this happens around noon? I don’t believe in these coincidences. Like noon British Summer Time? Something seems amiss. We get the usual baby formula stories, because the baby needs feeding. Yet the idea of having something in stock was rejected? And I get it, we all need our sustenance. That’s why I keep 3 days of spare food, so when this happens I am not helpless. 

So that gives us to the ‘latest’ issue. We are given “After today’s Amazon Web Services outage impacted many of the world’s biggest businesses, some customers might be asking whether they can take legal action for any disruption they might have suffered. Henna Elahi, a senior associate at Grosvenor Law in London, explains that whether money can be recovered will depend on “several factors”, including the contracts between the various parties and the severity of the outage. For instance, banking apps are among those that saw thousands of reports of issues.” And I get that, some people will cling to legal settings and that is fine, but that gives me the following questions.

Does these contracts raise glitch issues? Was there an insurance setting to prevent this? Was that insurance paid or did everyone just assume that this is a free service that works 100% of the time?

I reckon that AWS will investigate how this could have been prevented or diminished. You see when this happens on these AI systems and you can disrupt these services, a glitch like that will allow you to short sell what AI data is handled and that implies organized crime intervention on nearly every level (or state players).

We were given:

19:25 2025-10-20
Many of the world’s biggest apps including Snapchat, Duolingo and Roblox have gone down, in what appears to be an issue affecting Amazon Web Services. The BBC has approached Snapchat and Amazon for comment.

And on: 23:54 2025-10-20
Amazon says it has fixed the issue, which occurred in the US at the heart of its cloud computing operations in North Virginia, and services are recovering.

This implies that the entire setting took less then 5 hours to fix, I say ‘Yay Amazon’ but the underlying setting that what this had such a massive impact, all whilst North Virginia was affected is the cutting question and whilst we can think that it was in North Virginia hence the CIA is to blame is just ludicrous (yet, not out of the realm of possibilities) my issue is that a setting of decentralized cloud computing might be required. Hence as one system goes down one of the other takes over and as we are given that “The AWS Cloud in North America has 31 Availability Zones within 9 Geographic Regions, with 31 Edge Network Locations and 3 Edge Cache Locations.” My question becomes (optionally utterly ridiculous) “Why did it take 4 hours” with the added “When cloud computing is nearly ‘global’” perhaps there are good reasons for this, perhaps this is the first time this went down to this degree and that is fine. Things go broken into the night and the next morning we have a stronger system. This is the track of evolution and it never goes without a glitch. 

But the idea that one centre had this much of a global impact? Consider that when the Stargate contraption goes online and power gets disrupted. See what you optionally lose at that point. Because that is the underlying setting. It isn’t what we have now, it will be what we will have tomorrow that counts as disastrous.

Have a great day and in case it happens again, don’t rely solely on your credit card, make sure you can afford to pay for that coffee (that ancient system using coins). 

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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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