Tag Archives: Amazon

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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October 1, 2025 · 06:31

The Delphi setting

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

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

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

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

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

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

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September 27, 2025 · 10:36

Balance of the matter

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

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

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

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

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

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

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September 25, 2025 · 02:51

That’s one way to see it

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

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

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

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

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

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

Good going Trump, you American president you. 🙂

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

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September 24, 2025 · 05:01

The overlook factor

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

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

In addition we are given:

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

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

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

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

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

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

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

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

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

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