Tag Archives: Amazon

June 13, 2025 · 03:51

The changing of games

There is the thought that games are changing and the first question becomes ‘What games?’ And that would be a correct way of thinking. Whether you decide to kill the bullies and their connections, whether you stand up for yourself or if you become a lot less visible. The latter part is my preferred way, what doesn’t see you, will not hurt you. But in the 80’s I learned the hard way that always on the defense tends to be pointless, as such I would be inclined to scurry over to the kill side. It has the benefit that the the magicians of this world get plenty scared when the bunny bites them. They aren’t used to the sight of their own blood. They tend to cry and wonder why they can’t be bullies anymore. You see, at some point people have had enough. Some like me tend to weigh the consequences of being bullied or to eradicate them and live the fallout. At some point accepting the fact to be bullied no longer weighs high enough and when the Sydney Metropolitan police departments tend to do nothing, even as they have Brodies Law at hand, they prefer not to act. It only works so far. 

This story is important to the real deal, it is a story that ZDNet gives us (at https://www.zdnet.com/article/why-denmark-is-dumping-microsoft-office-and-windows-for-libreoffice-and-linux/) where we see that Denmark is now apparently ‘Why Denmark is dumping Microsoft Office and Windows for LibreOffice and Linux’ and in that setting I wonder if Danish voices might also float towards WPS Office (by Kingsoft), you see, ZDNet gives us “Denmark wants to claim “digital sovereignty.” In the States, you probably haven’t heard that phrase, but in the European Union, digital sovereignty is a big deal and getting bigger.” I see that this is one avenue I never considered. Oh, I’ve heard the term. Yet the larger setting is not what I have heard, but what is behind it. Denmark is likely furious by some bully that wants of annex Greenland (an island West of Denmark a mere 2.166 million km²) and they are decently angry and this was the first setting. After being fed up with the Trump stage, they decided to take Microsoft out of the equation. At that point a lot of settings that ‘drip’ into American data settings and in this the first stone is cast. You see, President Trump might seem to think that business will adjust towards American standards, but that is a little delusional. You see, Microsoft is seen as a 3.56 trillion company, but behind that is a towering amount of debts as well. The totality of debts is according to some A$93.09 Billion. This might not seem as much, but what ‘victories’ have Microsoft made? What spin actually represents revenue? Microsoft is all about revenue and net profit, yet the larger setting becomes “In Q3 2025, Xbox gaming revenue decreased by 7% year-on-year, but content and service sales increased by 8%.” So Microsoft sets a plus to diminish the minus, yet the larger station is that they lose a lot more than they gain, for what is the depending value of the 8% rise? It is not the same as based amount of the 7% drop. Microsoft is losing against Sony 3:1 and now that the Nintendo Switch 2 is out, these losses will merely increase overall. Whatever Microsoft has as a tablet doesn’t even dent the setting Apple has and as some see, their Azure state seemingly doesn’t hold a candle to the system some book dealer has (yes, it is AWS). Then we get the setting that their ‘edge’ yes, their browser only has a 5% market share against Google having 67%, Apple follows with 17%. Now how many failures can such a company hold? And now consider Huawei entering the field with HarmonyOS. Taking market share from both Android and iOS. That was the setting before today and now Denmark is seemingly the first to drop Microsoft for other paths in IT. So how long until Denmark convinces one of the other EU nations to follow suit? What losses will Microsoft endure before they sink some of their badly conceived projects? I don’t know, I am merely asking. 

As such Microsoft is speeding to get a lot of the HarmonyOS population, but as Kingsoft grows Microsoft diminishes and the that population never had much love for Microsoft and America to begin with. And we see part of this with “EU leaders are seeking to reduce Europe’s dependence on foreign technology providers, primarily those from the United States, and to assert greater control over its digital infrastructure, data, and technological future.” And another part is that they’re concerned about who controls European data, who sets the rules, and who can potentially cut off access to essential services in times of geopolitical tension. And the tariff war doesn’t help. That setting instigated by President Trump is likely to ht Microsoft faster than they realise and what happens when these debts will rise as revenue decreases.

The next part is alleged settings and I have seen no evidence of this from other sources “President Donald Trump issued ICC sanctions. This order allegedly prompted Microsoft to lock the ICC’s Chief Prosecutor, Karim Khan, out of his email accounts, according to reports. This came after Microsoft chairman and general counsel, Brad Smith, had promised that the company would stand behind its EU customers against political pressure. Recently, however, Smith stated that Microsoft had not been “in any way [involved in] the cessation of services to the ICC,” according to Politico. When pressed, Microsoft failed to further explain how the email disconnection occurred.” That might (or not) be a complete answer. I have to add that the entire builder.ai fiasco is on the hands of Microsoft. They backed this and they never saw the 700 engineers programming what on existent AI was supposed to do. So where are these 700 systems, their OS and their Azure licenses? Wouldn’t that be firmly on the eyes of Satya Nadella? And as such, how was this worth a billion dollars? If Microsoft was entirely unaware they could be seen as incompetent (or at lease some people on the VP and higher list). If they did know there is a larger failing at Microsoft going on and as Denmark is allegedly dropping Microsoft, it is the start of a lot more bad news. But they can rely on spin to keep the eyes of others somewhere else.

And we see that (allegedly) see that in part with “Whether or not Microsoft cut services to an organization in response to Trump’s order, the fear that it could do so in the future remains. Before the Danish government announced its move, Denmark’s largest cities, Copenhagen and Aarhus, had already announced plans to phase out Microsoft software and cloud services.” So why allegedly? The setting is fear, not data and whilst we see the results we might see the wrong facts leading to this. As I personally see it “plans to phase out Microsoft software and cloud services” might be du to the fact that AWS is as I see it vastly superior (vastly might be overstating it) and fear could weasel in at any point, almost anywhere. Yet the likely accusation that Microsoft is the ‘bitch’ of President Trump or any American administration will be much harder to counter. It could set the tides against Microsoft in Denmark (for starters), Canada and McDonald islands (both users). So there is space to maneuver, yet Microsoft doesn’t do that and we are left with the accusation. And the larger setting that “In particular, the Danes are worried about Trump’s policies and that US political decisions could put public IT services at risk.” Is a decent fear to have in these days, as such Microsoft will be left holding the political bag. And Denmark is not alone here “Bart Groothuis, a Dutch member of the European Parliament, recently said, the EU “should go for a European cloud” since “Europe has a ‘problem’ with American cloud.”” I am not sure how this ‘computes’ in a downside for Microsoft, but the spin masters will have their hands full because that increases the Danish setting by 100% and there is no way telling what else is at risk and who else is to follow suit.

I saw a different variation of the ‘downfall’ of Microsoft, for the most their lack of actual innovation, their dependency on marketing spin (or whatever Microsoft calls it) and their failure to deliver in several fields. And their enemies are at the gates. After Microsoft failed the mobile markets (it is near zero) and as Huawei is gaining massive levels and Microsoft is losing market share after market share and Denmark clearly showed that they see Microsoft not as a partner but as a threat. As such I have to wonder, in what field will Microsoft fail next?

Have a great day.

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June 5, 2025 · 17:07

The snag we don’t see

That happens, we don’t always see the settings that open up to us. It is one of the stages of what some call the ‘Aha!’ erlebnis. It is actual intelligence and that is why artificial intelligence will fall short for a long time. Yesterday I had some time to relax and I used it to watch the final two episodes of the October Faction (Netflix). Apart from being totally awesome, I also found the dastardly news that it is a one season only setting. Too bad as it was really awesome. Yet, I digress. During one of these episodes I suddenly had a little brain strain and a few things came into full view. It brought me back to a story I wrote (at https://lawlordtobe.com/2024/01/15/it-was-this-simple/) called ‘It was this simple’ where I had the idea for a new game that was also (in part) educational. Yet last night I had an idea that I was going about it the wrong way. You see, the start isn’t one of the three gods (Hades, Poseidon or Zeus), it is a destination. The idea is to invert that stage and start with pone of the ‘smaller’ gods like Hecate. You see, as I see it Hecate gets its setting from the mortals and animals. So do the other ‘smaller’ gods. As do Apollo, Artemis, Hermes, Hestia, Dionysus. And as we unlock their abilities, we will then get access to one of the three. Or I might am considering that Zeus is only unlocked when all others are unlocked. 

As I see it some gods connect to merely one of the three, some to two gods and some to all three. As I see it this game would need to be replayed three times to unlock it all, but in this game the second game already gives you the areas you unlocked in the first game and the second is not the same, merely a continuation of the first (makes for a challenging lore). And beyond that as I see it, the game will incorporate several gaming styles giving you a larger game and a more fulfilling gaming time. But I wanted more than a hack, slash and pretty picture.

You see, it is merely a setting to a game, but there we also see that we unlock educational parts. What is more enticing than gaining knowledge of classical works whilst gaming? Not the ‘essence’ of a classical work but the full text of people like Hesiod, Homer, Sappho, Alcaeus, Pindar and many many more. I still think that the Amazon Luna, with a link to the Kindle, or even now the Tencent console with a link to the the MatePad Pro or MatePad Air might be an alternative. A setting to see a more inclusive form of gaming and as such un-enabling those with the ‘turbo’ style of gaming trying to getting people in line to more advertising. Short term enabling and set gaming back on the track of a more enabling setting of gaming like Bethesda enabled for almost 2 decades. 

We are all do taken back by the turbo setting of games (especially the young) whilst the more complete setting of gaming is largely ignored and as I see it, there is more to gaming. You see we cannot (in good mind) waste the entire day gaming. I get that, but we can rotate that interest to give people a larger backstory. You see, according to classicist William Hansen: “the Greeks and Romans had all the genres of oral narrative known to us, even ghost stories and urban legends, but they also told all kinds that in most of the Western world no longer circulate orally, such as myths and fairytales.” I want to resettle that lost art. Some gamers have tried to do so in the lore they give us, but they fell short as they didn’t consider the larger stage. It was not their fault, until recently and the promise of the IoT (Internet of things) and the larger stage of Bluetooth we never considered where we could go and that is merely another setting the Microsoft failed to see (they are racking up a setting of missed opportunity) and Google cannot be given this failure as they basically dropped the Google Stadia, which was their right to do so and as I see it, Amazon and Tencent now have a larger stage to become the new heralded kings in gaming. It is not a smooth or even an easy ride, but as I see it they both missed out on gaining at least 50 million gamers. 

So could I be wrong?
Yes, of course that is possible, but what the ‘advertisement’ courtesans fail to see is that the people have had enough of advertisements and that is something they are in denial of as the money is too good. But as I see it, the one who does see it will get a larger setting of gaining the field advantage to this and that is basically Nintendo and Sony. It is the third place that becomes interesting when we see in January ‘Microsoft’s AI revenues up 175%, while Xbox’s results remain disappointing’ (before the builder.ai exposure) and ‘Microsoft’s Xbox Handheld Plans Reportedly Shelved; Company to Optimise Windows 11 Gaming Performance’ (last week) and I reckon that the spin will continue as Microsoft is scrambling to bury bad news as Nintendo is making larger strides into gaming. As such there is space for either Amazon or Tencent to gain the number three spot. This is not a given but massively likely, especially as other news sees my other solution grace the limelight in sight of some Hajj numbers I see roll be and an optional solution that roughly 900,000,000 million users are up for grabs (yet another space Microsoft missed). So as some will see “Asus’ Xbox branded handheld, codenamed Project Kennan, is reportedly on track to launch later this year”, I merely wonder when that changes from later this year to next year and after that it being silently cancelled (my personal speculation). You see Asus also sees the market and the knee-jerk actions from an tariff driven administration won’t last long, especially when Huawei is showing its MateBook Fold and that is making the filtered news. I personally don’t know how good it is, but the larger setting is that the world is watching and now that it is less than 1.2Kg and uses Harmony OS. The first and it is a banger. So when that system as well as Tencent takes the world by storm (which it is very likely to do) we see yet another loss for Microsoft and not merely that, Apple, Sony, Google, Samsung and even Nintendo will see its impact (Sony and Nintendo less so). This was the setting I expected to come about 6 years ago and it is here a little faster then expected. 

This is all important because the advertisers will start losing out and that will stop gamers in their track as their games are less fulfilling. You see ad break gaming is nice in a turbo setting, but when the gamer considers where they ended up being they will want (read: demand) a more compelling form of gaming. This is good for people like Bethesda, Ubisoft, Guerrilla Games (and several others), but (for example in the UK) the 1,801 independent and publisher-owned studios. These studios employ around 75,000 people. The number of studios has grown significantly, with 251 new studios founded between December 2021 and April 2023 it is not good news, because what we don’t see is that these developers are relying on advertisement to make some of their money and when that falls away, these developers will fish behind the net of revenue.

And as I see it, Ubisoft has options in these glasses devices and they could also launch on Sony and Nintendo, but others will have to streamline whatever they thought was an option and others will merely collapse. As I see it, we haven’t see the power of Harmony OS yet but it will come and as America shuns away from that (for the most obvious stupid reasons) Europe and others are very willing to give their economy a boost from what HarmonyOS brings and now that the hardware is out some people will finally get the thought “How can this benefit us?” And that will be the start of a lot more and as I see it, Amazon has the inside track to grow more business (outside of the US) and there lies the setting for them. As some might ‘speculate’ that Amazon would not be profitable without its cloud business. We also see that the shape of the cloud is about to change and that is where the larger money is, because cloud gaming is only gaming in name. It can be a lot more and as I see it, the solutions I gave will become massively and not merely this game (I put it online for a reason) it could start a much larger wave and that is where I see my surf time (perhaps literally so). I reckon that the ‘older’ quote “HarmonyOS, Huawei’s operating system, is designed to work with a wide range of devices, including smartphones, tablets, and PCs. While it’s not directly tied to Amazon Web Services (AWS) in the same way as Android or iOS, you can still use it to access AWS services and resources.” I reckon that Amazon sees that this lack is about to end, because they have a clear goal to increase their visibility and whilst others are taken back, Amazon is seemingly embracing the options it opens up to. As I see it, people will prefer that setting then feeling blue (read: Azure). Yet another field where Microsoft is falling short of soon enough. Their failures do seemingly seem to stack up, don’t they?

We can see the snags we think we fail to see, we can ignore them or we can find away to make it work for us. So have a great day and consider where you could be in 2026 or 2027, because thinking you get there in 2025 is nice, but largely set to economic turmoils of the days we expect them to be according to some media. Consider where some people will END the stage of their products and see where HarmonyOS is merely beginning at present. It makes for an interesting read. Consider that WPS Office (by Kingsoft) its here for HarmonyOS and also on Amazon Fire tablets. Merely two places and as I see it, as this is free software there is a larger stage where Microsoft will end up surrendering market share. So as I said, have a great day. 

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May 24, 2025 · 00:09

A swing and a miss

It is no secret that I hold the ‘possessors’ of AI at a distance. AI doesn’t exist (not yet at least) and now I got ‘informed’ through Twitter (still refusing to call it X) the following:

So after ‘Microsoft-backed Builder.ai collapsed after finding potentially bogus sales’ we get that the company is entering insolvency proceedings. Yet a mere three days ago TechCrunch gave us “Once worth over $1B, Microsoft-backed Builder.ai is running out of money”, so as such with a giggle on my mind I give you “Can’t have been a very good AI, can it?” So from +$1,000,000,000 to zilch (aka insolvency), how long did that take and where did the money go? So consider this, TechCrunch also gives us “The Microsoft-backed unicorn, which has raised more than $450 million in funding, rose to prominence for its AI-based platform that aimed to simplify the process of building apps and websites. According to the spokesperson, Builder.ai, also known as Engineer.ai Corporation, is appointing an administrator to “manage the company’s affairs.”” Now, I am going on a limb here. Consider that a billion will enable 1,000 programmers to work a year for a million dollars each. So where did the money go? I know that this doesn’t make sense (the 1000 programmers) but to consider that they might accept a deal for $200,000 each, there would be 5 years of designing and programming. Does that make sense? The website Builder.AI (my assumption that this is where they went gives us merely one line “For customer enquiries, please contact customers@builder.ai. For capacity partner enquiries, please contact capacitynetwork@builder.ai.” This is not good as I see it. The Register (at https://www.theregister.com/2025/05/21/builderai_insolvency/) gives us “The collapse of Builder.ai has cast fresh light on AI coding practices, despite the software company blaming its fall from grace on poor historical decision-making. Backed by Microsoft, Qatar’s sovereign wealth fund, and a host of venture capitalists, Britain-based Builder.ai rose rapidly to near-unicorn status as the startup’s valuation approached $1 billion (£740 million). The London company’s business model was to leverage AI tools to allow customers to design and create applications, although the Builder.ai team actually built the apps.”

As such the headline of the Register is pretty much spot on “Builder.ai coded itself into a corner – now it’s bankrupt” You see coding yourself into a corner is not AI, it is people. People code and when you code yourself into a corner the gig is quite literally up. And I can go on all day as there is not AI. There is deeper Machine Language and there are LLM (Large Language Model) and the combination can be awesome and it is part of an actual AI, but it is not AI. As such as Microsoft is believing its own spin (yet again) we can confuse that there is now a setting that Qatar’s sovereign wealth fund, and a host of venture capitalists have pretty much lost their faith in Microsoft and that will have repercussions. It is basically that simple. The first part of resolving this is to acknowledge that there is no AI, there is a clear setting that the power of DML and LLM should not be dismissed as it is really powerful but it is not AI. 

As I personally see it, the LLM is setting a stage that the chess computers had in the late 80’s and early 90’s. They basically had every chess game ever played in their memory and that is how the chess computer could foresee what was possible thrown against it. And until 2002 when Chessmaster 9000 was released by Ubisoft, that was what it was and for that time it was awesome. I would never have been able to get as far as I did in chess without that program and I am speculatively seeing that unfold. A setting holding a billion parameters? So I ,might be wrong on this part, but that is what I see and we need to realise that the entire AI setting is spin from greedy salespeople that cannot explain what they are selling (thank god I am not a salesperson). I am technical support and I am customer care and what we see as ‘the hand of a clever person’ is not that, not even close. 

So as we are also given “Blue-chip investors poured in cash to the tune of more than $500 million. However, all was not well at the startup. The company was previously known as Engineer.ai, and attracted criticism after The Wall Street Journal revealed in 2019 that the startup used human engineers rather than AI for most of its coding work”, as such (again speculation) a simple trick to replay a mere 1800 days later. And this is what a lot are (plenty of them in a more clever way) but the show is now on Microsoft. They cracked this, so when they come with a “we were lured” or “it is more complex and the concept was looking really good” we should ask them a few hard questions. So whilst we are given “While the failure of startups, even one as high profile as Builder.ai, is not uncommon, the company’s reliance on AI tools to speed coding might give some users pause for thought.” And when we consider “might give some users pause for thought” is a rather nasty setting as I was there already years ago. So where the others? As such we should grill Satya Nadella on “Last month, Microsoft CEO Satya Nadella boasted that 30 percent of the code in some of the tech giant’s repositories was written by AI. As such, an observer cannot help but suspect some passive aggression is occurring here, where a developer has been told that the agent must be used, and so they are going to jolly well do it. After all, Nadella is not one to shy from layoffs.” As such I wonder when the stake holders for Microsoft will consider that the ‘USE BY’ date of Satya Nadella was only good until December 2024. But that is me merely speculating. So I wonder when the media and actual clever people in media are considering that this is a game thatch only be postponed and not won. So will the others run when the going gets tough, or will they hide behind “but everyone agrees on this” as such the individual bond will triumph and there is a lot of work out there. The need to explain to people (read: customers) is that there is a lot of good to be found in the DML and LLM combination. It remains a niche market and it will fill the markets when people cannot afford AI, because that setting will be expensive (when it is ready). These computers will be the things that IBM can afford, as can the larger players like an airline, Ford, LVMH (Louis Vuitton Moët Hennessy) and a few others. But the first 10 years it will remain out of the hands of some, unless they time share (pay per processor second) with anyone who has the option to afford one. That computer will need to work 80%+ of the time to be affordable. 

As such we will see a total amount of spin in the coming months, because Microsoft backed the wrong end of that equation and now the fires are coming to their feet. Less then. Less than an hour ago we were given ‘Microsoft Unveils AI Features for Windows 11 Tools’. I have no idea how they can fit this in, but I reckon that the media will avoid asking the questions that matter. As such we will have to wait the unfolding of the people behind builder.ai. I wonder if anyone will ask the specification off what happened to said billion dollars? Can we get a clear list please and where did the hardware end? Or was a mere server rack leased from Microsoft? This is just me having fun at present. 

So have a great day and I will sleep like a baby knowing that Microsoft swung and missed the ball by a fair bit. I reckon that this is…. Let’s see there was the Tablet, which they lost against Apple and now Huawei as well. There was the Gaming station, which was totally inferior against Sony. there was Azure (OK, it didn’t fail but a book vendor called Amazon has a much better product, there was the Browser, which is nowhere near as good as Google. And there are a few others, but they slipped my mind. So this is at least number 5, 6 if you count Huawei as a player as well. Not really that good for a company that is valued at 3.34 trillion. So how many failures will we witness until that is gone too? 

Have fun out there today.

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May 20, 2025 · 18:41

The issue that nags

Yup, it happens and that its fine. But to face a bug at the 11:58 on a clock that merely goes to 12 is intensely nagging. There is a setting that we face and it is due to the blundering achievements of Virtuos. Don’t get me wrong, a game the size of Oblivion will always have a few settings that go awry and at that point it is a mere setting of fixing that problem. There is another setting they face and that is the simple fact that testing would have brought it to the attention of the development team. I refuse that the setting was ‘overlooked’, this was blatant stupidity. 

To paint you picture at the very end you are to go to Paradise (quest name) and you face a few settings and it is all fine. Even Eldamil, a high elf that will help you to allow you to continue. He even tells you that he is immortal. As such as we get to go further, you will forever face his cadaver down the road to stop you in your track. So, we get essential NPC’s always becoming ‘unconscious’ and NOW we get the dead High Elf? Virtuos, you stupid idiots. Fix this.

It isn’t that I never faced this, well I didn’t on Xbox360 and Playstation 3. But here at twice the price and a 125GB download, I would have expected things to be better and for the most it is, but this stops me from getting the last two achievements and when you are waiting for 23:59:59 midnight celebrations and the clock crashes at 23:59:00 stress levels tend to rise.

So when will we see the fix? I get that they are trying to fix glitches, but to fix this bug that shouldn’t have passed development in the first place is a rather large dum dum setting.

Well, I had to vent this, as it is irritating as hell and it is the second real bug that I get. So overall a true great achievement. Now the option to replay the game (as I had some plans there), or wait until this issue is fixed. The issue of irritating is boggling.

So as we are out on issues, lets face the one we might see as a rather large issue from our assisting sneaky sneaky people at the CIA. This one was brought to my attention with gratitude to the CBC who (at https://www.cbc.ca/news/world/us-china-foreign-source-recruitment-1.7531667) give us ‘The CIA is openly calling on Chinese officials to spy for the U.S. Will they listen?’ So what is going on? To be honest I was considering that the CIA was now controlled by the Keystone Cops, with Commissioner Ben Turpin leading the bunch. But then I remembered the first law of warfare and considered there is a lot more going on. So what is the setting? I have no idea, the fact that CBC has this makes me wonder the first law of warfare, but the quote “American spies are saying the quiet part out loud to Chinese officials: Their knowledge of Beijing’s secrets would be welcome in Washington.” So is it really that, or is Washington hungry for Chinese IP? Then there is the subsequent quote “The U.S. Central Intelligence Agency (CIA) has taken to social media to publish slickly produced videos in Mandarin with Chinese subtitles. One features a senior Chinese official making the dramatic decision to contact the U.S. spy agency, seemingly after watching two colleagues be disappeared by the communist government. It’s all part of a bold public pitch by the CIA to lure disaffected bureaucrats to spy for the U.S.” This has me wondering what is going on. Going to social media? I get the mandarin part with subtitles, but this path is in my opinion a game to get stress levels up in the Chinese bureaucracy. And the end quote “lure disaffected bureaucrats to spy for the U.S.” it kinda reminds me of the setting of two hotdog vendors at the Chinese National Stadium (Bird’s Nest) and the National Aquatics Center (Water Cube) proclaiming that a free hotdog and cash is due to any new spy for the CIA. With optional an American passport after 3 years of handing a wealth of knowledge (and IP) to the Americans. So how long will such a person last? That person will face the Ministry of State Security at No. 100 Xiyuan, Haidian, Beijing, China as well as a largely disgruntled Nie Furu, not to mention the colleagues that person have because there is every chance that this person is surrounded by people who does accept and love the Chinese way of life. I am just guessing (read: speculating) that China has plenty of those who embrace the Chinese way of life.

So at this point reading at the CBC that “CIA Director John Ratcliffe has confirmed the videos are “aimed at recruiting Chinese officials to steal secrets.” Links are provided with instructions on how to contact the spy agency in a secure manner”, as such is it really about “recruiting Chinese officials to steal secrets” or is it a hidden ploy for people at Huawei and Tencent to bag IP for America? I reckon that list is a lot bigger than these two, but they are way ahead of the rest of them. So is this an actual spy setting, or is America desperate to get their fingers on IP? I am just asking as the CIA (until recently) was unwilling to hire ‘foreigners’ and as such they got the stage of limelight seeking Bradley Edward Manning (2013) and Edward Snowden (2013). So what is this? I have no idea, but if it was a recruitment setting, it doesn’t seem to be a very intelligent one. As we get the Chinese ‘response’ that “China’s foreign ministry has labelled the initiative “a naked political provocation,” and the country has warned it will take steps to confront “infiltration and sabotage activities” accordingly.” And in this I have no idea what a “a naked political provocation” is, but I guess that nudity is not part of the setting. As my personal setting is that it is a play to see where the stress levels are in China, more important that ‘disgruntled’ people are more likely to be found in American staged businesses in China, as such I would presume that it is about IP and CIA Director John Ratcliffe better realise that this could be turned around. I reckon that with the dismissals all over tech America, China could play the same game. Perhaps my (personal speculated) setting would give the stage that Microsoft with its 280,000 people have a lot more disgruntled people per square inch than most other companies and the dog eat dog mentality show to be the usual operating setting to be more viable to get this settings. At present people are all ‘undone’ by Microsoft, Google, IBM, Amazon and META. So how is that for a shot across the bough John? 

Well time for me to crunch down on a plate of pasta. Time to resolve that hunger feeling in me. Have a great day.

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May 12, 2025 · 16:58

America’s shifting phase

This morning Arab News (at https://arab.news/9hjca) gave us ‘First Saudi-made THAAD system parts completed in Jeddah’ Saudi Arabia has been aiming for the need of internal national interests to have this done. We are given “Saudi Arabia has completed the first domestically manufactured components for the Terminal High Altitude Area Defense system launcher in Jeddah, marking a significant step forward in the Kingdom’s ongoing efforts to localize its defense industry.” And as we are given “Tim Cahill, president of missiles and fire control at Lockheed Martin; Nawaf Al-Bawardi, assistant deputy of the General Authority for Military Industries; and Wasim Attieh, president of AIC.” We seemingly are all OK with this, this is not really news. Saudi Arabia was aiming for this all along. In this case the Terminal High Altitude Area Defense system launcher (THAAD) was on show. But the story goes beyond that. I reckon that the FEINDEF 2025 (Spain) as from today was the second initial kick off, but there were other symptoms. There was the (DSA 2024) in Kuala Lumpur and the International Defence Exhibition and Conference (IDEX/NAVDEX) in Abu Dhabi, UAE. I personally believe that Saudi Arabia kept close eyes on the ready date of this system as it allows them to gain interest from Bangladesh, Egypt and Indonesia, they might not be ‘big league’ material, but Bangladesh and Egypt represent almost $5 billion each and Indonesia represents $11 billion. Now, they don’t spend it all in one go, but Saudi Arabia is said to get a speculated part of that and even with a mere 200 million (over all three) that becomes a massive boost for the Saudi Defence industry, even more so, it would be revenue that America and Russia loses. Gives the expression “when two dogs fight for a bone, the third runs away with it” a new side to that equation. So as Lockheed Martin is locking in their services and consultancy for close to another decade, Saudi Arabia’s first delivery system is gaining strength in the defence industry. Bangladesh being 35th, Egypt 19th and Indonesia 16th. They are giving strength to the Saudi Defence industry. So as I saw that market evolve in February 10th 2022 in my story ‘Oh darn, I am missing out’ (at https://lawlordtobe.com/2022/02/10/oh-darn-i-am-missing-out/) with those decrepit tea grannies, it took Saudi Arabia a mere 3 years to evolve their own market. They now have their own industry. So cry “stop arming Saudi Arabia” all you like, the only thing they’d hurt was the British defence industry. And as I see it, they are about to do a lot more than hurt ‘the British business’, they are gaining political power by giving the Arabian nations and Asian nations their own voice, not hindered by America, Russian or British political powers. Now they (meaning Saudi Arabia) become the global political power player.

As I see that, I am reminded of the old setting that my granny complained about the essential need of the young to rely their technology, so I switched off her life support. How’s that for fun?

The world is getting smaller and the reach of every nation is increasing and now we see clear settings (not through alleged sport washing) that Saudi Arabia is becoming the larger power in the global arena. In the 2025 edition of “The Military Balance” from the International Institute for Strategic Studies (IISS) is currently on the 7th place, yet if this takes off Saudi Arabia will be in a position to become 5th, optionally 4th and their defence industry will be making a profit as the Arabian nation will see that Saudi Arabia is the ‘friend’ to hold in esteem, as that starts happening Pakistan might also change vendor it is at present a mere $10 billion, but as it is only 12% of India, it might see reason to switch if Saudi Arabia is willing to talk shop and that is another slice of pie that will not end in America’s or England’s budget. As I personally see it a start has been made for Saudi Arabia to become less dependent on their oil industry. Starting ‘small’ is a beginning, so as Saudi Arabia creates more options. I reckon that they would likely evolve their drone industry next, Saudi Arabia is becoming a much larger industry. Only 5 years ago we would have seen an industry with America, Russia, China and the United Kingdom as players. Now even at 5th place, Saudi Arabia becomes the new player in town and that sets a new premise for global economies. Russia and America never had to share that revenue pie and I guess they will have to content with less as per 2026 onwards. 

A nice setting for Saudi Arabia who is likely to seek more revenue from Pakistan as it is outmatched to India at 2:1 in the best settings they can hope for and that allows for larger business benefits for Saudi Arabia. We tend to forget that war is business and their business is war. A little outdated setting, but we forget that it isn’t ugly to some, it is a payday. An essential need for any nation is to defend itself from enemies hostilities and that setting is over 2000 years old. It was given to us by Julius Caesar (that Italian dude). He did so in Commentarii de Bello Gallico at 50BC.

I reckon that the Saudi defence industry will be more than a simple blip by the time we get to 2027, still three years ahead of the schedule we saw 5 years ago. 

And as I personally see it, these tea grannies (CAAT) are still drinking tea, but the option for a biccie with that tea will soon be done for, because the revenue you hurt also impacts what you can have and they vied for less, so they will have less. I take my learning from someplace else. America decided to hurt Huawei as they were a threat, now we have HarmonyOS entering version 5.0, and Reuters gave us last November that ‘Huawei wants 100,000 apps on Harmony OS within a year’, and set that against Alphabet (Google) had announced plans to cut 12,000 jobs, or 6% of its global workforce In January 2023, Amazon laying off 14,000 people in name of efficiency? (Source: MSN) and in 2023 Microsoft laid off approximately 10 000 employees followed by an additional 4 000 roles being cut in 2024. So with these big three ‘decimated’, who will counter Huawei? As I see it no one and now Huawei will have another industry to set foot in. Because all these Saudi systems require automation (as well as other options) as such HarmonyOS will be seen almost everywhere and that is only the beginning. Those who push to limit others, merely limit themselves and we have plenty of evidence there.

As I see it the shifting space of America is seeing that they never wanted other to be in certain places. This sounded like an idea in the 80’s when America was a global power, but they no longer are. They are mere steps away from becoming a third world country. You cannot remain a 3.4% military spending of GDP whilst being seen as a 37% of global spending. A 997 Billion invoice where in the fiscal year 2024, the U.S. federal government collected $4.92 trillion, not whilst you have $36.21 trillion in federal debt (and they cannot pass a budget either), it just cannot be done. As such the America setting will implode all whist their tech is set to impossible markers. 

As we consider this and we consider that the Russian stage merely sounds better (whilst it isn’t) there is every possibility that be 2027/2028 Saudi Arabia could become 4th or 3rd as a defence industry by that time. The idea that Saudi Arabia surpasses or equals America in three years is making me giggle. How the mighty fall, so how’s that for looking great, President Trump? It started on your watch in 2020 and almost a decade later you become allegedly surpassed by Saudi Arabia by 2027, a nice footnote in your memories and I reckon you will blame everyone but yourself in that writing. I am curious what the World Defense Show 2026 in Riyadh International Convention and Exhibition Center will give us. I reckon that Saudi Arabia will have a few nice surprises in that show. I am willing to bet that Huawei will have a stand there to in showing us what the Internet of things driven by HarmonyOS will give the world.  I reckon you need to reserve tickets for the event  on February 8-12, 2026 now. As I see it the first day will be for the larger customers, so February 8th has been sold out to preferred customers. So, when will you optionally go? 

I won’t be invited, so let me know how the snacks were, they tend to be magnificent at these events. Now I’m hungry, time for some peppered crackers. Have a great day.

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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April 29, 2025 · 23:22

News and self reflection

That happens, we all have to reflect on ones self. And I was given, by Arab News (at https://www.arabnews.com/node/2598647/business-economy) ‘Saudi Arabia’s non-oil exports surge 113% since Vision 2030 launch’ here we see “Saudi Arabia’s non-oil exports reached an unprecedented SR515 billion ($137 billion) in 2024, marking the highest value in the Kingdom’s history.” It comes with the added “The robust growth spanned all export sectors. Merchandise exports climbed to SR217 billion (+4 percent), fueled by respective increases of 2 percent and 9 percent in petrochemical and non-petrochemical exports.” As such it seems that the Kingdom of Saudi Arabia is doing well. For me the quote “In 2024, the Kingdom exported goods, re-exports, and services to over 180 countries, with 37 countries registering record import values, including the UAE, Bahrain, Iraq, Oman, Algeria, Spain, France, Poland, Libya, and Syria. Other countries, such as Indonesia, Thailand, Morocco, Pakistan, Nigeria, Germany, Greece, and Bulgaria, also achieved record import volumes” was important. You see, one of my IP ideas would add Egypt, Bahrain and Bangladesh to that list. Indonesia, Pakistan and Oman were already on that list.

As I see it, the first phase might be a simple $6 billion (﷼22,500,000,000), but after that, I personally believe that the annual revenue could grow to $20 billion (75,000,000,000﷼) I might have gotten the placement of the Saudi riyal symbol wrong. The nice side effect of mixing left to right and right to left issues, but that is what it amounts to, as such a nice 6 to 20 billion annual added to the frame, but neither the Saudi Consulate (or Amazon for that matter) was taking the bait and it was such a nice bait. Still the setting of creating IP with a phase one setting of 6 billion is nothing to laugh at. I wrote about it before and that was merely one of a few IP settings (the rest is not that valuable). Still, I feel strongly about this idea and it fits the Muslim stage for a few reasons and that is beside the idea that it might unite the Muslim nations. 

Still I wonder in light of this news, is my idea really worth that much and will it work? I believe so, the one factor I cannot predict is how Epic Games (the maker of the Unreal Engine 5) will react, because I am not certain if they ever considered other venues beside gaming, as such Tencent becomes a factor as they too could carry the IP and in light of TGP Box (Tencent Games Platform) could it support the stage? With the initial 50 million consoles and in a non gaming condition could they consider the new venture it goes along? With the data centre in Saudi Arabia they might. The setting is diverse and it gives them access to a whole new cluster of users. Then there is the secondary stage of gaming, with a strategy that gives this solution over 1000 games pushing them on par with Sony and Nintendo, are they ready for what comes? In this, on par is pretty much the stage as they will not replace these systems, but ride alongside with them. I don’t know enough of the strategists that Tencent has, I know that I cannot trust Microsoft, but Amazon was a first thought when Google dropped their Google Stadia. The internet of things and Cloud gaming had their pay offs as I saw it, especially as no one was looking in that direction and as two streams were taken from the Google ship it made sense to go to Google first (but they dropped their stadia), so the Luna was the only solution for me. Now that Tencent is up and running there is another option, but it is still a little dependent on what Saudi Arabia will do, they are the corner stone of this solution. 

So as I see this article, I wonder if I am right. Self reflection is important, especially when you are talking about billions, and I do not want to be wrong, which is why I try to be as conservative with the numbers I have. On the other hand, the thought that I have the jackpot idea and I cannot sell it is pretty much killing me and I don’t want Microsoft near this, they have screwed up too much IP as I see it as such I don’t want them near the ideas I have and there are a few more. Still the doubt  grips me, how could I have come up with the idea of billions whilst all the others cannot see what I see. Am I missing something?

The doubt can be debilitating. In other news of the good kind. Mark Carney won the elections, so that is at least something. Now if we could only make Donald Trump shut up about the 51st state, that would be really nice. So have a great day and if you are in Canada, raise your coffee in cheers for Mark Carney (it is 6:00 in Vancouver, way too early for alcohol). 

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April 22, 2025 · 00:15

Mental explosion

It just happened to me (about three hours ago) ad it is not the first time. I was watching a YouTube video by the Harry Potter collector (aka Peter Kenneth) and as I was watching I heard something. I  wasn’t sure what he said and it turned out that I misheard him. 

But this is not the first time it happens. I have had this before. Whatever Peter Kenneth said, it triggered something and my mind went into overdrive. I don’t know what he said, but my mind made different connections and as my mind took over, I started redesigning and redesigning until my mind ended up with a dumb smart device, also known as a singular purpose device. And as my mind took over evolution after evolution I just continued and after three hours (about 20 minutes ago) I ended up with a 4 station smart setting. All in a days work. Now, it is in part reengineered and I reckon that Universal has the programming ready (apart from the small settings I added) I introduced a new setting that could bring Amazon and Universal billions in revenue. You see, there are a few hundred million of Harry Potter fans. This is not something they all want, but a large group will. It doesn’t matter if they are avid or casual fans, there is a real market that could rake in billions of dollars. A 2023 Statista survey found that 46% of GenZers in the US identified as avid fans of the Harry Potter movie franchise. Another Statista survey showed that 44% of US adults surveyed considered themselves avid fans. (Source: Google), as such that sets in America the setting of over 150,000,000 and when we add Europe we should get over a quarter of a billion fans. So, I reckon that this could be a nice break for both Amazon and Universal. 

So what is this idea?

Well, it involves wands and I will tell Universal when they come over the bridge with some cash (we all have needs and I am no exception to this) but I reckon that after these tariff issues, Universal will lose millions and I reckon that they might be hungry for this idea (Amazon too) because as I see it, a good idea in these days is worth its weight in gold (darn, I just lost 50 pounds). But as I see it, the setting could earn me some cash. I will leave it up to them. 

So have a great day and never ignore the crazy ideas that pop up in the back of your head.

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April 18, 2025 · 17:18

A viewpoint is not a point of view

Yes, nice and confusing. But that is the meaning of this exercise. You see, I don’t agree on the point of view the law makes in this case. They have altered their point of view on the law in motion. In a setting that ran for over a decade. I don’t think they are to blame, there is no real guilt here (apparently), but the setting stands. In this I call to attention the BBC article (at https://www.bbc.com/news/articles/c3674nl7g74o) stating ‘Google has illegal advertising monopoly, judge rules’ I do not agree and for this I call to attention two ‘pieces’ of evidence. The first is the actor Ryan Reynolds, a person I have called more than once the craziest marketeer on the planet. The second piece of evidence is a firm named CAASIE.co, an advertisement services firm apparently in Brisbane (I thought they were in New York). These two stand out, in a pool of millions. Set in a presence of “The US alone spent almost $481 billion on marketing in 2022, with digital marketing seeing significant growth. Australia’s marketing industry is also substantial, valued at over $20 billion.” With the added “While a precise count isn’t available, the scale of the industry suggests a large number of professionals are involved in marketing roles worldwide. The demand for marketing expertise is strong, and the industry is continuously evolving, particularly with the rise of digital marketing”. Don’t get me wrong, there are good marketing teams. The bigger brands have decent teams and at times places like Coca Cola and Heineken stand out. Yet in that setting of millions of people these two stand out. Why? Perhaps marketing is seen by some as the path you take when you can’t do anything else? Perhaps these men (women too) can talk their way into the panties of the youthful ladies and they thought, perhaps I can make money out of this venturous situation. And they went into marketing, mainly because ‘sex sells’. The truth couldn’t be farther (or is that further) removed from the truth. 

And there the problem starts. You see, Google isn’t monopolising things, they merely had the proper handle on things. The marketing bulk doesn’t know what it its doing and as ‘they’ see it Google is in the way. In the early days Google (read: Larry Page and Sergei Brin) figured out a few things. As Microsoft was talking dirty to the CFO’s in the land (in the late 80’s and beyond) these two youthful young sprouts figured out that the work was done by the m inions of these CFO’s, so as they catered to the bulk of the worker ants, Microsoft was wasting its time on expensive dinners and drink parties and they got all the CFO’s and CTO’s of the Fortune 500. But these people needed their worker ants and Google had created a search system that catered to THEIR needs. So whilst these youthful young sprouts were at Stanford University, their buddies all went for the knickers of the ladies. They created a page rank system, because they saw ahead that the web was going to be a mess, millions of voices create cacophony and they cut through the mess.

So ahead we go 20 years (take or leave a year) and Google figured out that their system is gold. So they venture forward and they create Google Ads (formerly Google Adwords) and that was in 2000. Again they hit gold, although it was a natural continuation from page rank and again Microsoft wants ink on the game, but wannabe’s and spin creators can merely make shallow creation and it is seen in their product. At present known as Microsoft Advertising, holds a market share of around 3-4% of the global search engine market. This is bad news for the marketing wannabe’s as they bought the shite that Microsoft is seemingly selling. Even I saw the bing hijacking of people seeking and as Microsoft is all playing innocent, they did (as I personally see it) enable the system to be abused. It matter not, Google created a firm product and now the marketing bitches (both male and female) decided to cry fowl (intended typo) So that I the setting.

Marketing today is people who talk a lot present a lot, but as I see it, they do not know what they are doing. Merely hoping that their revenue cup runneth over and it is based on decade old settings (which is what schools rely on). At UTS (University of Technology Sydney) we had one lecture on page rank and that opened my eyes (unlikely as much as it hit Sergei and Larry), but the setting was clear. Google created the largest setting by thinking of what to do, not to wine and dine the people with money and they followed Microsoft as they didn’t realise what they were up against. The internet of things is a massive beast with plenty of horns and these are the horns of plenty.

So now we get to the ‘court case’ that the BBC gives us. So as we are given “The US Department of Justice, along with 17 US states, sued Google, arguing the tech giant was illegally dominating the technology which determines which adverts should be placed online and where” and as I personally see it, they are catering to millions of people who do not know what they are doing and they think it is unfair that these people should miss out on a business they are unlikely to understand. You see, I name these two at the start as they have figured out a few things. Ryan Reynolds created billions from understanding the world and its business (Mint Mobile, Aviation Gin, and Wrexham AFC. He also co-founded Maximum Effort, a marketing agency and production company) he figured out a few things and that sprout is a mere 48 springs old. He saw the options and turned several products in a multi billion dollar empire by engaging with an audience and telling a story in a way they remembered. The other (the wannabe’s) can scoop up a mere $100,000 dollars at a time as I see it. Let’s not forget that this man started as an extra on the X-Files, now he surpassed the main cast of that series (including the director) in several ways.

Second we get CAASIE.co, they come with “buy outdoor ads globally – from your browser”, with the byline “Self-service. No contracts. No commitments” and consider this quote “In 2007, São Paulo, Brazil instituted a billboard ban because there were no viable regulations of the billboard industry.” For decades these billboards were out there and in 2020 (a mere 5 years ago) they decided to change the premise. So as we get “They are an advertising company specializing in Digital Out of Home (dOOH) advertising, programmatic advertising, and digital signage. Their headquarters are in Brisbane, Australia”, a setting that was clear for decades but no one considered what there was and these people did, so as they gain favor and altitude by being innovative the wannabe marketeers can (for all I care) go duck themselves. 

These two examples are a clear sign that the crying marketeers need to grow up, or as the Americans say “Go big or go home” and that is noticeable on the future of marketing as I see it. Now they are all about AI and creating hypes, but that doesn’t pay for the yacht (or for diner as I see it). 

So as I see “US district judge Leonie Brinkema said in the ruling Google had “willfully engaged in a series of anticompetitive acts” which enabled it to “acquire and maintain monopoly power” in the market.” Is wrong by at least half a continent (a mile seems so shallow), so as I see it, when did the law start catering to village idiots? The fact that there are thousands of voices doesn’t make this clever. Reynolds and CAASIE were clever, they were very clever and that is a setting that CAASIE can enjoy, you see when they get access to the stage where the Google Ads people use CAASIE as the global interface to get global visibility, CAASIE will grow a lot more and what will the marketeers do to get their slices of pie? Cry a little more? Since when did we cater to the stupid to give value to this world?

The is the setting I see and as I see it the larger folly of US district judge Leonie Brinkema, so their goes her “willfully engaged”, Google walked a path for decades and that thought paid off and as I see it, Google was not catering to CAASIE, CAASIE found its own niche of global needed marketing. These two settings (Reynolds and CAASIE) show that there was space and these are raking in the billions (CAASIE not yet) but they can get a lot more by expanding into the UAE and Saudi Arabia, optionally Bangladesh and Indonesia as well. A setting that will iterate in new areas and that was something that a player like Microsoft never understood. My evidence in that statement is the fact that they lost marketshare 6 times over.

So the viewpoints of Google, Ryan Reynolds and CAASIE are not points of view, they are intentional strides in the Internet of Things and their views of how to make money. A lesson a lot of marketeers never learned in the first place. Although they got their collection of panties n their trophy cabinet, something I never ever had, but I decided to remain innovatively engaged. So as I had the ball several times from DARPA, Ubisoft and Microsoft (optionally Amazon and Apple as well) I can relax to see these departments of Justice (globally) fumble their balls and as things go from bad to worse I can giggle (not Google) from the sidelines. How the stage is the play of things, something Shakespeare figured out in 1623.

Have a great day whilst you ponder the wisdoms I left here with two hidden snags, the clever people out there can work out what I left for others to find. Have a great one.

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April 10, 2025 · 12:08

New short term thinking

The news hit me somewhere yesterday. I got it by means of a LinkedIn mention, and it gave me reason to pause. Here is one version of that news (at https://techwireasia.com/2025/04/microsoft-pauses-key-builds-in-indonesia-us-and-uk-amid-infrastructure-review/) with the mention ‘Microsoft pauses data centre investment in Indonesia, US, and UK’, and here we see the byline “Microsoft pauses or delays data centre projects in the UK, US, and Indonesia.”, it is my view that they cannot afford this setting. You might have heard the American expression, “Go big or go home” and I think that Microsoft is about to go home. You see, I have forever had the clear opinion that there is no AI. I call it NIP (Near Intelligent Parsing), the setting that if too many start accepting the setting that I was always right (which comes from the clear setting that there is one AI station and it was given to us by Alan Turing) the people will realise that there is no AI and it comes down to programming and a programmer. That setting puts Microsoft in hot water for a lot of heavy water (to be poured over their heads). And lets be clear, a side you can confirm with mere logical thinking. A data Centre is a long term setting. No matter what you put in the White House (by some called the village idiot) whatever this administration is, it is short term and a data centre is long term and that so called hype around their AI should never waver. You see, this short term action (read: knee jerk reaction) implies short term planning and that is where they all get into hot waters. Why did you think that I made mention that Google needs to put a data centre in Iceland and consolidate their thinking into geo thermal reactors? (Reactors might not be the right word). A setting where ceramic tiles (or cylinders) surrounding new constructions that is not unlike a nuclear reactor, but the reactor is all around them, not Uranium rods, the Lava (or Magma) is the powerful and as it is merely bleeding the radiation, the fuel never dissipates and never ending energy is theirs. For all these parties looking of creating data centers (as far as I can see around 50 in total globally) they will all require energy and as one data centre takes energy close to a amount a small city does, we will get energy issues a lot sooner than we think.

Did Microsoft think this through? Pretty sure they did and their conclusion is that they cannot spend billion on data centers. So at the same time as we are given “Rivals Oracle and OpenAI ramp up investments”, I come to the conclusion that Microsoft can no longer afford the bills their ego’s committed themselves to. Feel free to disagree, but they set out this AI ‘vibe’ and own 49% of OpenAI, so why close down their Data Centers whilst they ‘own’ one of the ramp up partners? They are figuring out that they are too deeply committed. And as the world realizes that NIP is not the same as actual AI, they fear what is coming next.

So you decide what to make of the stage of “Microsoft has acknowledged changing its strategy but declined to provide details about specific projects. “We plan our data centre capacity needs years in advance to ensure we have sufficient infrastructure in the right places,” a Microsoft spokesperson said. “As AI demand continues to grow, and our data centre presence continues to expand, the changes we have made demonstrates the flexibility of our strategy.”” As I see it, it is an answer, but not the one that touches on this. I come with questions as ‘What growth?’ All this sets the need for some lowered activity, not pausing, unless you know what comes next and there is a larger setting with Oracle, Tencent and Huawei, I know there is a Swedish centre as well but I forgot the name. All these are ramping up, but Microsoft is pausing? That makes no sense unless there is another reason and my thought of “They can no longer afford it” takes another gander and when we consider that they paused “North Dakota, Illinois, Wisconsin, the UK midlands and Jakarta, Indonesia.” That implies something is going on and when we combine this with “Microsoft cuts data centre plans and hikes prices in push to make users carry AI costs” (source: The Conversation, March 3rd 2025) these elements together implies (imply, not proven) tells me that there is a funding setting for Microsoft. Combine that with the lovely voiced fact of “OpenAI brought in US$3.7 billion in revenue – but spent almost US$9 billion, for a net loss of around US$5 billion.” (Source: the Conversation) we see another failed setting and that failure gets to be bigger. As Amazon, Google, Oracle, Tencent and Huawei steam ahead getting larger data centers and ready long before Microsoft is there means less revenue for Microsoft. I did say that they could go big or go home? I reckon that Microsoft already lost 6 times on front settings and they lost to Amazon, Apple (twice), Sony, Adobe, Google, and IBM. I should add Huawei to that list but they already bungled that setting before Huawei became an actual competitor. A simple deduction from little stupid old me. 

So whatever you do, you might look into the trust you gave Microsoft and see that you are not left with an empty shell. Oh, and to prove that I am not anti-Microsoft you need to know that they did corner the spreadsheet market (Excel) and the flight Simulator market. Microsoft did some things good, but when it comes to the spin setting of vibes they need to reassess their situation.

Have a great day, it’s midweek now. I am happily in the next day.

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