Tag Archives: Amazon

Realisations

That is the topic of the day (for me). You see, we all have our ways and that is fine, however one app that I ‘embraced’ is Conqueror. Conqueror is a walking tool that keeps you on point to a degree. To a degree is a little ‘stiff’ but as I had to endure two open heart surgeries within two months, I thought it a good idea to embrace a little more active lifestyle. Conqueror had that and it was on point for me, the gamer in me embraced it. I am now on the third Tombraider challenge and I only started this third one yesterday.

The first thing I got was a gaming stage to a real deal, a virtual challenge. And with this, besides the ‘postcards’, the maps and the videos was a setting that with every 20% done a tree was planted. As such I have been the instigator on 10 trees so far. This gave me food for thought. You see it takes 8 trees to create the oxygen that I require. The first realisation was that if there are 8 billion people at this time. We need to have 64 billion trees to keep this world oxygenated. So, how many trees in the amazon, Indonesia and other places have been cut for the need of money? There is a limit that ‘brown gold’ gets you and in a global economy. What places have this? A partial fact was given in 2015 “We estimate that there are approximately 3.041 trillion trees in the world, an entire order of magnitude greater than the previous estimate of 400.25 billion. For each person on Earth there are 422 trees”, this presumptuous estimation is rough and not entirely believable. You see, in the last decade massive lumber issues were seen in several places. And when we consider  “there are approximately 3.041 trillion trees in the world, an entire order of magnitude greater than the previous estimate of 400.25 billion.” My issue in this is that there are always issues with these numbers, that’s fine but to make an estimation issue that is off by almost 800% is too far fetched. Even being off by 100% makes the issue dubious at best. One of the estimations was not done with a clear scope in mind. So was it the first or the second? In 2023 we were given “Cattle ranching and soybean farming are colossal culprits, with cattle ranching accounting for 80% of current deforestation in the Amazon. As demand for these products increases, more and more land is cleared to make room for crops and grazing.” Which gives us the first worrying issue “80% of current deforestation in the Amazon” the issue is the percentage. This doesn’t state this as a percentage of the stated Amazon, which might have been X. Then there was the issue in Indonesia and Global Forest Watch gives us “In 2001, Indonesia had 93.8 Mha of primary forest*, extending over 50% of its land area. In 2023, it lost 292 kha of primary forest*, equivalent to 221 Mt of CO₂ emissions. 144 kha of this loss was found to be within Indonesia’s official forest land cover classes and with a patch size larger than two hectares according to MoEF-WRI analysis.” As such, when we consider these two facts, how believable was the first numbers we got? There is no other way to consider these facts then the clear notion that certain people are trying to sell us a bag of (optional corrupt) goods. As such we need to get real numbers. Because we are wasting the oxygen we desperately need to breathe. The optional thought that I have 5-10 years ago that we would have to decimate the population by 97.3%, a harsh but not unrealistic number. This gets me to the third issue, the fires of New Guinea. It was stated that from 2001 to 2023, Papua New Guinea lost 139 kha of tree cover from fires and 1.73 Mha from all other drivers of loss. So how does the initial statement of “We estimate that there are approximately 3.041 trillion trees in the world, an entire order of magnitude greater than the previous estimate of 400.25 billion. For each person on Earth there are 422 trees” with these three simple setting there is no way that this is set to any level of truth. People are optionally lulled to sleep and the danger is that soon Russia with its East Siberian taiga is now the only region remaining having the title ‘the lungs of the earth’ possible shared with the forests of Africa. Namely the rainforest of the Congo Basin, the Guinean Forests of West Africa, which run from Sierra Leone to Cameroon; the Eastern Afromontane, which span Ethiopia to Southern Africa; the Coastal Forests of Eastern Africa from Kenya to Mozambique; and the forests of Madagascar. So there are a few, however, how many trees there are remains a topic of debate. Is there any validity in the statement of “3.041 trillion trees” or “400.25 billion trees”. In both cases we are still OK, but in case of the second, I feel a lot better that I have contributed to my oxygen supply with so far 10 trees. I reckon that as these numbers are actually revisited and counted with some level of precision (Google, wake up, your Gemini talents are needed) we need to be cautious. I predict that someone will start vamping up the phrase ‘Oxygen neutral’ we might be in a lot more trouble than we think we are.

And that is merely the first issue. A second one was the challenge that I will be doing next (my fourth trial). Here I a stepping away from the gaming section to something more historically real.

It is the challenge ‘the St Francis way’. This is a virtual walk of 503km. 

It is the walk Giovanni di Pietro di Bernardone made around 1204 when he went on a pilgrimage to Rome. The part I walk was a description from Florence to the Vatican. 

It is a ‘mere’ 503km but still a decent challenge. The ‘issue’ here is that we have become complacent in our luxuries. We are too eager to resort to cars and planes (I am not against any of them), I am merely a person who walked everything with a public transportation or two on the side. Living next to the office (place of business) is no longer an option for many of us. And as Sergey Brin is not likely to fuel my retirement, walking is nearly all I have. No complaints from my side mind you. I made my own bed and I accept my larger part in this. But as this trial came across my eyes I started to consider a few things. First of all the realisation what St. Frances accepted as his goals. He was a child of an Italian father, Pietro di Bernardone dei Moriconi, a prosperous silk merchant, and a French mother, Pica di Bourlemont, about whom little is known except that she was a noblewoman originally from  the French Provence and decided to marry his ‘lady Poverty’ as a bride. I have seen many things in my life, but the wealthy accepting the life of poverty is not one of them, and in all honesty, neither would I (although I have next to nothing), so what does that matter. The setting of walking that distance is not one of contemplation, it is a drive to succeed. A very different dive Giovanni ever had. And this challenge is one that we should all have, if it was only to get into a better healthier shape.

One mere app giving me more than one train of thought. There are still a few other trials to get and to complete after this one. The Harry Potter trials (7 of them) and the Lord of the Rings with 5 trials all towards an ending at Mount Doom is a wanting achievement as a Tolkien fan. So I can proudly state (if ever) to Elijah Wood: “I did that too. Nah, nah, nah, nah, nah” OK, I admit, a little childish, but at times proud moments must be diminished by simple words to make the act (a total 1095km) a seemingly trivial one. The distance or journey didn’t matter, it is the total achievement that has meaning (be it in my own mind). 

So what did you learn (virtual or not)? Have a great Saturday, I still have almost half a day to go.

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It’s fun to get it right

On the 11th of September I wrote ‘A brief recollection’, a story where I had issues with the setting of ‘monopolisation’ by Google and with that I also stated “Google innovated this market more than anyone ever considered. The fact that Microsoft has no chance and lacks expertise in software to make any dent in Google application is one part of the evidence. It also didn’t stifle competition, the fact that Microsoft had no option to push anything in Google’s path seems to me that this is the second part of the evidence is also nullified. After decades of ‘exploitation’ of customers, Google gave them all a fair chance. So why doesn’t anyone see that?” And now, less then four hours ago, the BBC gives us ‘Google scores rare legal win as 1.49bn euro fine scrapped’ (at https://www.bbc.com/news/articles/c62rjd363j1o) with the text “It said the Commission had not considered “all the relevant circumstances” concerning the contract clauses and how it defined the market. Because of this, it ruled the Commission did not establish “an abuse of dominant position.”” That was what I basically said. The lack of creativity by others (read Microsoft) is no evidence of abuse. Their failure to see an equal footing five times over (once by Apple, once by Amazon, once by Sony and twice by Google) is not a setting of dominant abuse, it is merely dominant captaincy due to a failing to set the stage on creativity and I myself am about to give that lesson to Microsoft twice more. So how stupid do they need to get? 

As such it seems that the legal profession had to admit defeat on the mere stage to scrap the fine with the quote “The Commission concluded Google had abused its dominance to prevent websites from using brokers other than AdSense when they were seeking adverts for their web pages”, which is not correct either. You see Microsoft has edge and its advertisement solution. It is however failing on several fronts It falls behind Chrome having 65% and behind Safari with its 18.5%, Edge has a mere 5.3%. And behold, Safari is only on Mac systems. In February 2024 MacOS systems had a mere 15.42% and PC’s had over 72% and even in that environment Edge has a mere 5.3%, failing to come close to Safari. Does that not tell you something. It isn’t that Google is abusing dominance, there simply isn’t anything close to compatible. It isn’t abuse, there is simply no equivalent in that game and the advertisement game is cut throat to say the least. And as I see that, I see two additional blows I can give Microsoft and that pretty much ends Microsoft to be the competitor. It is a mere agent of mediocrity and as such it loses more and more market share. I can give (for a fee) one to Google and the other one to Amazon and they can show Microsoft what it is to be dead last in a game that only has space for the victor. Soon America will try its luck on shaking down Google for cash as we are told “The US government is also taking the tech giant to court over the same issue, with prosecutors alleging its parent company, Alphabet, illegally operates a monopoly in the market.” I wonder how they tend to prove that when the competitors (mainly Microsoft) are showing to be ridiculously short changed on competition. As I see it, it is a court session waiting to fail. The nice side is that I could optionally still rely on Kingdom Holding and Tencent Technology to enter a deal with me to broker technology and is definitely worth it when it comes to Kingdom Holding, and optionally Tencent Technology would be a worth the talk to. Amazon waked away from this and once these two setting pan out, all can see how much of a shortage Microsoft had. And that is a shortage that has been visible to those who think critically for at least a decade. The media spin has no hold over them and as we are told ‘Microsoft Wants To Stop The Next CrowdStrike Error Before It Causes PC Shutdown’ a mere 10 hours ago is set against “Microsoft even got everyone together at a security summit earlier this month where the company had talks about changing the dynamics of who can access the Windows kernel and control the changes” with the added “Microsoft realises that unrestricted access to Windows kernel is the big reason why the Crowdstrike outage occurred in the first place. It was even pointed out that Apple will never give that kind of access to its partners and vendors, which explains why no Mac machine was down on that day.” As such we get that MAC systems never had the issue and the collaborated events give rise to the stage that the CrowdStrike issues could optionally still happen. Did anyone guess what happens to cloud systems when this is not addressed in the next 48 hours? How many vendors will switch to AWS as such? When we consider that “changing the dynamics of who can access the Windows kernel and control the changes” could not normally be resolved in 48 hours at all. This is the setting that Microsoft is up against and that is all before we realise that it is a fundamental shift required in search and advertisement systems that makes Edge even less of a competitor soon enough and that gives Google more leeway. That realisation is what these courts are fighting against. There is no monopoly when there is not competition. And Microsoft is no longer any kind of interfering factor. That merely leaves Google, Amazon and Apple. Amazon holds 7.3% of the online ad market, Apple gets 30% from Google, which only leaves the optional others. And when we consider that Amazon has a bigger share than Microsoft/Edge. How much of a competitor was Microsoft to begin with? So who is setting the fictive breach towards ‘abusive monopoly’? Isn’t that the critical question? What voices speak to the EU and US lawmakers? That is the question that matters and I personally think that it is those who have a personal gain through Microsoft stages that are screaming murder. They bet on the wrong horse and as I see it Microsoft is a horse no show. The EU had to cancel that €1.49B euro fine as this could optionally backfire as well. The stage as I saw it was always different. As Microsoft went its way into the boardrooms, they forgot that those dozen people (times Fortune 500) depend on millions of workers doing stuff and that was where Google grew. And the Microsoft strategy fell flat. I myself found another nice worth billions in pretty much the same way. As such one of my solutions was primarily for Amazon as Google dropped their Stadia, which made the Amazon Luna the only contender and Microsoft with its solution fell flat behind Sony (PlayStation) and Nintendo (Switch), yet Tencent came roaring with its solution and became a contender. This shows how certain people in the US are using the Department of Justice and as (September 9th) we were given “According to the lawsuit filed by the Department of Justice (DoJ) and a coalition of states in 2023, Google dominates the digital ad marketplace and has leveraged its market power to stifle innovation and competition.” I see the same failing happen under Google “leveraged its market power to stifle innovation and competition” and equal shortage as there are no innovators (they heed to solve their CrowdStrike issues before they also lose the cloud market and there is no competition as there is a competition of one, that is no monopoly, it is the lack of equally sharp minded people gaining serious forward momentum. That is the actual stage and that was the setting all along. And the setting is easy to fathom. Consider the mere first strike “On the 9th of October 2006, YouTube was purchased by Google for $1.65 billion” In 2006 Microsoft had the cash and the option to buy this, but they did not. 

The former employees of PayPal were out there and Microsoft didn’t see the option. That is how much they failed for 18 years. After that Microsoft had at least three options to compete, but they did not. 2005, 2006, and 2014. Microsoft did nothing (as far as I know). More over in September 2016 ByteDance created TikTok. In 4 years it surpassed 2 billion downloads and still Microsoft was in the dark on what they had missed. You think this is not related, but it is. The competitors a near complete lack of comprehending its audience for close to 18 years and that is where the Department of Justice comes in? Competition is created by the players who understand their audience. It is something that is known for half a century. A monopoly is created when there are like minded players stifle matters like innovations (which requires innovators) and competition (which requires market share) most (especially Microsoft) failed on both matters. Amazon had its own niche market and had its own 7.3%. The only one with any right to cry foul (or is that fowl) is ByteDance, but the Department of Justice are silencing that voice. 

So as I am having fun because I saw the field correctly all along will (hopefully) soon have two more reasons to roll on the floor laughing and the fun part is that a player like Microsoft is too stupid to see the audience that they are disregarding. 

I wonder what the American DoJ will make of that.

Have a great day.

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As the walls start to crumble

Yes, this is a little speculative, but the story is not. I just learned of the BBC story that they released 4 hours ago, 17 hours after I wrote the previous story. The BBC article (at https://www.bbc.com/news/articles/cq82852kkz8o) is giving us ‘Microsoft lays off more gaming staff in new cuts’ with the subtext “It laid off 1,900 staff in January and, in May, closed four studios bought before its purchase of Call of Duty maker Activision-Blizzard”, as well as “He said the decision to cut more jobs – about 3% of its gaming staff – was made “as part of aligning our post-acquisition team structure” and organising the business “for long-term success””. The ‘he’ in this story is Phil Spencer, and that long-term success? As I personally see it Microsoft will implode within the next 30 month, so that long term is relatively short (as I see it). And as for the layoffs being towards post-acquisition team structure. That might be the intention, yet the issue remains that the interest alone on a $69,000,000,000 purchase should be no less then 4.5 billion dollars and the gaming stage brought Microsoft (according to several sources) no more than 2 billion dollars. As such Microsoft is coming up short around 50% of the interest alone and that is before we factor in what more is needed to take care of the principle. And as Microsoft is dealing with all kind of fines and several angry people suing for what they think they are due, the numbers will not come up nice, more like tainted and covered in blood covered red. We then get “Xbox boss Mr Spencer told gaming website IGN he was expected to run a “sustainable” gaming business and show growth during a June interview”, so what does this Spencer person think what ‘sustainable’ means? In my book it means able to be maintained at a certain level, and how does that work when you lay off over 2000 people? Support? Managers? One gives relief to hardship and buggy environment to the customers (something that Microsoft is intimate familiar with) and the managers are often the creative part of the company and they have had the ears of their staff. Now these fired people could optionally use my freebees and create these games on NON-Microsoft systems. Giving Microsoft even more hardship. A game that makes perfect sense in the business mind of Microsoft, but gaming is mostly art and that is a setting that they seem to misunderstand. I like it when the unworthy give me resources and tools that can be used against them. Karma tends to be a bitch. The quote we see is “In its latest finance report Microsoft said its gaming revenues had increased, mostly due to its ownership of Activision-Blizzard, which also produces World of Warcraft, Diablo and Overwatch” what we do not see are the issues that Diablo 4 still has (on whatever system). It might have been the big cash cow (over $666M in the first 5 days) but what did it cost to develop Diablo 4? It took 6 years, that is nearly all we know about it and Microsoft is really happy to hide a lot of numbers and merely focus on the good stories which is to be expected, but as we now see that thousands have been cast out, there is every chance that these people could become their worst competitor and not in a good way. Another setting is seen (at https://www.inverse.com/gaming/xbox-enotria-delay-microsoft-ps5) where inverse tells us ‘Enotria Is Just the Latest Game to Hit A Mysterious Snag With Its Xbox Launch’ with the byline “Something’s amiss at Microsoft”, I think that it is a lot more. How is it possible that Phil Spencer can smilingly visit the board of directors as we are given things like “it was canceling the Xbox release of HAAK. According to the developer, it spent over 14 months attempting to register the game for release on Xbox, when it estimated it needed only about two weeks of porting work. However, bugs in Microsoft’s Partner Center and Support site prevented it from applying”, as such I wonder, when a we see registration issues and bugs. What is Microsoft doing, or better asked, not doing? 14 months? There seems to be an increasing issue with transparency and in gaming it is damaging, as such what is Microsoft doing? I see it as a setting where the walls come crumbling, but what if I am wrong? What if Microsoft has a more insidious plan? I have no idea what it is and I have no clue what they are doing but there is a setting where Microsoft is all about all games online and in the cloud. So what happens when gamers are all controlled from a singular place? I have no idea what is going on, it was a mere speculation, but the increasing amount of issues (including bugs all over the place) does not fill me with comfort. Consider this and wonder why they were willing to pay 69 billion, all whilst there is a lack of revenue. There is more going on and I think it is becoming more and more imperative to create games on OTHER systems and bleed Microsoft dry. The other part is that the (speculated) intentional lack of clarity in regards to the numbers we see reports of 160% year on year growth, but with gaming it is merely based on the next game and so far quality has been lacking. The failures that Redfall brought, the lack of issues in Starfield is one side, the lacking sales of the Xbox is the other part. When you see the list of issues we must understand that there are plenty of intelligent people at Microsoft, so what is this about? We can wait to find out, or we can create a wave of excellent games and give the gamers an option to select the Amazon Luna, the Sony PS5 (PS4 too), the Nintendo Switch or the Tencent Handheld as their new home. At this point China becomes a contender in the gaming industry. That should be a hard sell to the US government, would it not be? As such I set the gaming IP I designed as Freebee to non-Microsoft systems. I might not know what Microsoft is up to, but I do know that they are greed/revenue driven, and as such I know what would hurt them and should Kingdom Holding accept my offer the hardship of Microsoft merely increases. A nice way to end my career, by partially saving the gaming world (a bit presumptuous perhaps). Microsoft should never have done what they did, they wanted to become absolute ruler and that didn’t sit well with me, a such I created IP and stories for game developers. The one rule was, ‘not for Microsoft systems’. Making the ideas public domain made the most sense to me. Or as Frank Herbert wrote in 1965 ‘He who destroys a thing, controls a thing’ as such I went to work. Now I believe that the BBC is merely handing me a partial confirmation (as I see it) that I was right all along. When the staff leaves it becomes a problem. 

Oh and as this becomes a new reality, China gets a real chance to pick up hundreds of people with a good grasp of gaming. That is merely my point of view and I could be wrong. 

Have a great day, the day before the weekend. 

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Poised to deliver critique

That is my stance at present. It might be a wrong position to have, but it comes from a setting of several events that come together at this focal point. We all have it, we are all destined to a stage of negativity thought speculation or presumption. It is within all of us and my article 20 hours ago on Microsoft woke something up within me. So I will take you on a slightly bumpy ride.

The first step is seen through the BBC (at https://www.bbc.com/worklife/article/20240905-microsoft-ai-interview-bbc-executive-lounge) where we get ‘Microsoft is turning to AI to make its workplace more inclusive’ and we are given “It added an AI powered chatbot into its Bing search engine, which placed it among the first legacy tech companies to fold AI into its flagship products, but almost as soon as people started using it, things went sideways.” With the added “Soon, users began sharing screenshots that appeared to show the tool using racial slurs and announcing plans for world domination. Microsoft quickly announced a fix, limiting the AI’s responses and capabilities.” Here we see the collective thoughts an presumptions I had all along. AI does not (yet) exist. How do you live with “Microsoft quickly announced a fix”? We can speculate whether the data was warped, it was not defined correctly. Or it is a more simple setting of programmer error. And when an AI is that incorrect does it have any reliability? Consider the old data view we had in the early 90’s “Garbage In, Garbage Out”. Then. We are offered “Microsoft says AI can be a tool to promote equity and representation – with the right safeguards. One solution it’s putting forward to help address the issue of bias in AI is increasing diversity and inclusion of the teams building the technology itself”, as such consider this “promote equity and representation – with the right safeguards” Is that the use of AI? Or is it the option of deeper machine learning using an LLM model? An AI with safeguards? Promote equity and representation? If the data is there, it might find reliable triggers if it knows where or what to look for. But the model needs to be taught and that is where data verification comes in, verified data leads to a validated model. As such to promote equity and presentation the dat needs to understand the two settings. Now we get the harder part “The term “equity” refers to fairness and justice and is distinguished from equality: Whereas equality means providing the same to all, equity means recognising that we do not all start from the same place and must acknowledge and make adjustments to imbalances.” Now see the term equity being used in all kinds of places and in real estate it means something different. Now what are the chances people mix these two up? How can you validate data when the verification is bungled? It is the simple singular vision that Microsoft people seem to forget. It is mostly about the deadline and that is where verification stuffs up. 

Satya Nadella is about technology that understands us and here we get the first problem. When we consider that “specifically large-language models such as ChatGPT – to be empathic, relevant and accurate, McIntyre says, they needs to be trained by a more diverse group of developers, engineers and researchers.” As I see it, without verification you have no validation and you merely get a bucket of data where everything is collected and whatever the result of it becomes an automated mess, hence my objection to it. So as we are given “Microsoft believes that AI can support diversity and inclusion (D&I) if these ideals are built into AI models in the first place”, we need to understand that the data doesn’t support it yet and to do this all data needs to be recollected and properly verified before we can even consider validating it. 

Then we get article 2 which I talked about a month ago the Wired article (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) we see the use of deeper machine learning where we are given ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’, yes a real brain bungle. Microsoft has a tool and criminals use it to get through cloud accounts. How is that helping anyone? The fact that Microsoft did not see this kink in their trains of thought and we are given “Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers” a simple approach of stopping the system from collecting and adhering to criminal minds. Whilst Windows Central gives us ‘A former security architect demonstrates 15 different ways to break Copilot: “Microsoft is trying, but if we are honest here, we don’t know how to build secure AI applications”’ beside the horror statement “Microsoft is trying” we get the rather annoying setting of “we don’t know how to build secure AI applications”. And this isn’t some student. Michael Bargury is an industry expert in cybersecurity seems to be focused on cloud security. So what ‘expertise’ does Microsoft have to offer? People who were there 3 weeks ago were shown 15 ways to break copilot and it is all over their 365 applications. At this stage Microsoft wants to push out broken if not an unstable environment where your data resides. Is there a larger need to immediately switch to AWS? 

Then we get a two parter. In the first part we see (at https://www.crn.com.au/news/salesforces-benioff-says-microsoft-ai-has-disappointed-so-many-customers-611296) CRN giving us the view of Marc Benioff from Salesforce giving us ‘Microsoft AI ‘has disappointed so many customers’’ and that is not all. We are given ““Last quarter alone, we saw a customer increase of over 60 per cent, and daily users have more than doubled – a clear indicator of Copilot’s value in the market,” Spataro said.” Words from Jared Spataro, Microsoft’s corporate vice president. All about sales and revenue. So where is the security at? Where are the fixes at? So we are then given ““When I talk to chief information officers directly and if you look at recent third-party data, organisations are betting on Microsoft for their AI transformation.” Microsoft has more than 400,000 partners worldwide, according to the vendor.” And here we have a new part. When you need to appease 400,000 partners things go wrong, they always do. How is anyones guess but whilst Microsoft is all focussed on the letter of the law and their revenue it is my speculated view that corners are cut on verification and validation (a little less on the second factor). And the second part in this comes from CX Today (at https://www.cxtoday.com/speech-analytics/microsoft-fires-back-rubbishes-benioffs-copilot-criticism/) where we are given ‘Microsoft Fires Back, Rubbishes Benioff’s Copilot Criticism’ with the text “Jared Spataro, Microsoft’s Corporate Vice President for AI at Work, rebutted the Salesforce CEO’s comments, claiming that the company had been receiving favourable feedback from its Copilot customers.” At this point I want to add the thought “How was that data filtered?” You see the article also gives us “While Benioff can hardly be viewed as an objective voice, Inc. Magazine recently gave the solution a D – rating, claiming that it is “not generating significant revenue” for its customers – suggesting that the CEO may have a point” as well as “despite Microsoft’s protestations, there have been rumblings of dissatisfaction from Copilot users” when the dust settles, I wonder how Microsoft will fare. You see I state that AI does not (yet) exist. The truth is that generative AI can have a place. And when AI is here, when it is actually here not many can use it. The hardware is too expensive and the systems will need close to months of testing. These new systems that is a lot, it would take years for simple binary systems to catch up. As such these LLM deeper machine learning systems will have a place, but I have seen tech companies fire up sales people and get the cream of it, but the customers will need a new set of spectacles to see the real deal. The premise that I see is that these people merely look at the groups they want, but it tends to be not so filtered and as such garbage comes into these systems. And that is where we end up with unverified and unvalidated data points. And to give you an artistic view consider the following when we use a one point perspective that is set to “a drawing method that shows how things appear to get smaller as they get further away, converging towards a single “vanishing point” on the horizon line” So that drawing might have 250,000 points. Now consider that data is unvalidated. That system now gets 5,000 extra floating points. What happens when these points invade the model? What is left of your art work? Now consider that data sets like this have 15,000,000 data points and every data point has 1,000,000 parameters. See the mess you end up with? Now go look into any system and see how Microsoft verifies their data. I could not find any white papers on this. A simple customer care point of view, I have had that for decades and Jared Spataro as I see it seemingly does not have that. He did not grace his speech with the essential need of data verification before validation. That is a simple point of view and it is my view that Microsoft will come up short again and again. So as I (simplistically) see it. Is by any chance, Jared Spataro anything more than a user missing Microsoft value at present?

Have a great day.

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That earlier thought

This is a thought I wrote about some time ago (in my blog), it was an intersection of God of War 3 and something I had been working on. As such it was a thought but recently the thought had reemerged as I decided to replay Shadow of Mordor on my PS5. Something stirred and the ideas I had that should be in every game. You see God of War 3 created my thought and it was all based on the very first introduction when you see the armies of Gaia (optionally a chaos based intrusion) gave us a view of Olympus. Now God of war 3 doesn’t use it, as such I feel no guilt. 

To see the impact there needs to be a unique option that you find. As such it ‘triggers’ the introduction. The introduction is a simple path where the game is shown to you with the basic abilities that you gain. This is also the setting where you start.

Heaphestus
Heaphestus is the tinkerer of the lot. He made the olympian weapons, but he had done a lot more, as such this is where all the players begin. It is up to you to get the machines working again. Sustenance is first, food and water needs to be recharged. For this the machines work on ore to get some parts working. And that gets the whole thing up and running. Still, you need to do more. Olympus had elevated knowledge of solar energy and those need to get started. It is a mere 2 hours of the game, but that set the larger game. I decided on the thought that Olympus and others were transcribed in classical works. These works are added to the game, and as the gamer progresses in the game, he gains an above working knowledge of the gods, the earlier stage of Greek civilisation and some of the philosophers. When the machines are back online, the other rooms become accessible. 

Automatons set the stage for Olympus. They do the mundane tasks. The food machine sets the first automatons in motion. We see the stage where the machines are fed and it beacons the cloning machines to start creating the life stock that are processed for the foods that you receive. You get to create the fields for weeds, corn and grapes. As this is done (seems simplistic), you are guided to a room where several pendants are and you are only allowed to take one. 

Aphrodite, Hermes, Poseidon, Athena, Ares, Apollo and Hebe are the only pendants to chose from. When one is picked the others are closed off. This is essential to create a level of replayability. At this point I am still brooding on one point. Should this be set to the creation of your character. As such if you are a man you get Hermes, Poseidon, Ares and Apollo. The female character gets Aphrodite, Athena, Hebe and one (for now) hidden character, you know spoiler alert. Each has their own part in the palace and with Heaphestus making it all available the palace opens up. Some will take a few more ‘hours’ but that is linked to the machines taking hold of Olympus. As I see it, the automatons are linked to your personal choice. A sort of greek filter of your character. The man get female automatons, the woman get male automatons. 

As you go through this place, you only get one track in the beginning. With the bracelet (or tiara) you have one path, as you play the game you unlock gems of succursus. (Read: support gems). Each support gem opens up the track for that god. It is in that ay that you get more and more access.  

Hermes
He is the messenger of the Olympus. It also means that he will open up two major parts. The owl system when the system becomes available. Lore of Olympus is opened up and the messages return to where they are. It is shown in the office of Athena where now a Athene Noctua arrives. This metal tawny rascal will be your mental guide to a lot. It will also tell you where important owls are. You still need to interact a first time though. The second setting is a mobile hub (based on a few thousand old design. To get both active, you need to repair them. This will set the stage where instruct an automaton to direct to repairing a machine. It is now that you learn that Automatons come in a variety of settings. This allows you to tinker with the machines in the space of Heaphestus and you will see that these automatons require more ore to make and as such you need to ‘dig’ in his basement and find more ores (and open) a cavernous level where low level automatons start grinding for ores. Back to Hermes, Once these machines are back online, the screens in this rooms will give information on Greece (Athens, Sparta, Heraklion, Rhodes) and you will see all kinds of news pass by, including a repetitive loop of each of these places.

The mobile stage gets you access to the rooms directly as they are opened up

Ares
He is known as the god of war, but in Olympus he is the foremost authority on security and defence, with him the defending Automatons are aligned and activated. You have no chance to beating any one of them, but in that setting, they are keeping Olympus safe and with the gems you have you will be safe in these areas. So there is a stage to keep them an authority and you need to up your stealth skills (not sure how yet).

With defence up and running, you will gain the option to create the Butcher automaton. It will prepare the life stock for consumption, it also unlocks the cooking automaton. It will also be the time to gain access to the vaults of 

Dionysus. They are open to all, so you are safe, but in that space is the wine automaton and the fruit automaton. 

Aphrodite
Aphrodite is the goddess of love, beauty, fertility, physical pleasure (sexual), eternal youth, grace, and beauty. These elements get us a few parts. In the first we learn that she was the orchestrator of Aesculapius the famous healer. He was killed by Zeus, but this also set the gods against one another. Aesculapius and Prometheus were hunted by the gods and they are still part of this world. The second part is the physical pleasure, with Aphrodite in play you can have sex with the automatons, but her powers are eternal youth and beauty (via Aesculapius) and it will open up another stage. The Automatons are yearning and with Aphrodite you get to see their ‘thought’ and the unmentioned sides of the automatons. Her healing niches are all over Olympus, once staged for the human servants and now you get to use them to revitalise your health from hunger, thirst and exhaustion. 

Thats the lines for now, there is more of course. But it still need to be syphoned out (it makes sense later on). You see, this would be a streaming game. Amazon Luna makes the most sense. You see as the lores unfold the optionally connected Kindle would get the classical works. It is at heart an educational game. The lore are classical works (they shouldn’t have any ‘protection’) the player gets more on the age of polytheism. I saw that need during the TV show I was designing namely Keno Diastima. And the age of that is largely lost to the Christian waves that is now losing its grip on what they enforced. The polytheism from Greece and the Nordic is getting a fresh wave of people who have had it with the deceitful clergy from Italy. This is also a setting where we can elevate knowledge of the gamer. It is not a wave of conversion, merely a side to show that we come from a larger stage. And that large stage was forgotten. It is merely a way to show the people that we come from a huge stage of excellent work. Homer, Herodotus, Aurelius (not a Greek), Plato, and so many more. For the larger extension mostly forgotten. And this game can reeducate people to see that larger stage. There is an opening market to that (or better said, I believe it is).

There are more sides, but not in this game. This game is about educating the people on the Polytheism that brought the Greek civilisation to bare. And as we learn about the Greek gods, we also learn that they had a lot more to offer than we realise. 

Games have gone into a slump of forced advertisement and targeted turbo moments, but not much more. Certain games are pushing us into microtransactions and they will make their fortune their way and by the time people figured it out too much is lost for to people who merely wanted to have a good time, paid double plus bonus. That was never what gaming was all about. Intelligent gaming can be used in other ways, to educate. Something too many game designers have forgotten about. It is the age of advertising money and too many greed driven people are pushing that wave. I believe it is time for some to push back. I think that Amazon has options here (the kindle does help), the other track doesn’t need a kindle, but Amazon is the first choice, Tencent Technology the second option. As such Microsoft loses a lot more than they bargained for. Will it work? I hope so (partially for my own reasons).

If we push the agenda of joy and education, not of advertisement, we have a chance. Some food for thought. When do you ever get something for free? Never ever, there is always another side to that coin. And that is where the greed driven are. To see that side polytheism optionally brings that first wave. And when you get to the sides of Poseidon, Apollo and Hebe we get more to see that the Greeks knew things thousands of years ago, isn’t it weird that we never evolved from there? The Vatican never aided in that struggle, did they? That’s all for now.

Have a great day.

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G-monopoly to the rescue?

Yup, that as the setting that imploded in my mind. It came at the doorstep of my sneaky sneaky creativity. You see when we consider the article at Reuters (with https://www.reuters.com/legal/us-judge-says-monopolist-google-cant-avoid-app-store-reforms-2024-08-14/) we might handle the stage of ‘US judge says ‘monopolist’ Google can’t avoid app store reforms’, we can agree, we can disagree (I disagree) but the setting is a stage that is not merely a mere ‘monopoliser’ it is quite a blanket cover of social inheritance. It comes at the dawn of a legion of Microsoft sycophants (agents of mediocrity) and that is a more dangerous stage then you realise. And always there is Microsoft trying to cut a nice corner for themselves. They failed five times over and they just can’t quit falling short of the rest of the pack where they want to ‘capture’ market share. For the non-regular readers of my blog the list is Adobe, Apple, Amazon, Google and Sony. And the loudest failures are Solarwinds and CrowdStrike. Even within the last week we saw several sources stage the boxing square using the Microsoft version of AI setting the dangerous premise of MAI (Microsoft AI) collecting the optional access of cloud systems. Now this is a premise that it is possible, not the setting that it has or currently is happening. But for reference when L’Oreal sees their revenue dwindle as one of the possible culprits namely Yatsen Holding, Estee Lauder, Avon Worldwide, Revlon, Coty, or CHANEL decides to take that short cut, L’Oreal will have a clear path what to do next. For their reference AWS can be found at Tour Carpe Diem, 31 Pl. des Corolles, 92400 Courbevoie, France. With the optional phone number is 3 315 660 2600.

Am I overreaching? 
It is a fair question, you see, I never much trusted cloud computing under Microsoft, not whilst there are valid options like Amazon (AWS), Apple, Google, and IBM available. I personally feel that Amazon is the superior provider, but I am NOT the best source of this information. I know too little about the G-Cloud, or the IBM version of that. Still the articles I read a few days ago scare my literally out of my skin. So there you have it.

So back to that, mainly judge James Donato in San Francisco. He heard Google and that greed driven Epic. You see Epic is in denial of an important factor. They accused Google of monopolising how consumers access apps on Android devices and how they pay for in-app transactions. The part that everyone seems to overlook is that Apple and Google had a similar plan in motion. This setting allowed Google and Apple to let everyone on-board. The small designers did not have to pay for massive amounts of money to get secure systems on-line. It is all done by these two providers. So they pay a little contribution and Epic immensely enjoyed that part of the equation and as they became more successful there need for more money (for stake holders and share holders) they decided to bite the had that fed them from poverty into wealth. Now that this part is over the hundreds of thousands developers can release an unbridled hatred towards Epic. But that is not merely the end of it. In this day and age of scammers and organised crime Epic is opening the floodgates towards these two players and I reckon that the first case (with evidence) that this is happening, both companies will both set a class action against Epic. So at that point where will the profits of Epic go? I reckon not too much towards their share holders, on the upside for them, litigation and trials are tax deductible. 

And whilst the media is all about the small player (multi billion Epic) against the titans of Industry (Apple and Google) I saw a new light. What if there was a new kind of monopoly game, with 4 players Amazon, Apple, Google and IBM and the board doesn’t represent streets, they represent cloud domains. There are still the utilities Electricity and Water (optionally called cooling) and the parks when all are obtained will give you a server-park item (hotel in the original game) and under that we get servers (up to 4) and the locations united will give you the upper hand in a server domain. The stations become continental backbones and they will have a secondary part. Should you get a station in a location, the servers get a +10% if you have all 4 you get a +20%. Now this is plenty of ‘over shadowing’ this game should have an educational side. So we have locations that invoke cyber security, social networking, AI and Data Warehousing. All have a -1% cost to your locations, if you have all 4 in one side of the board you get -10% costings (or 10% more efficiency). You see this might be a game, but the bulk or current users do not seem to comprehend the dangers that this case invoked. When the masses get to comprehend what is at stake and the fact that this is not completely set to a monopoly driven Google (or Apple for that matter), people might wake up to the danger they are exposing themselves to. And that part has been missing the to flame hungry (for the sake of money) media outlets. 

I always believed that games are a great way to teach people (when it is not Elden ring or Assassins creed) how to look at the image a little more clearly. So in that trend after the new movie yesterday, I decided to create a game for the occasion. It is the best move? OK, I am willing to concede that it might not be, but a free game that millions embrace tends to have a decent impact, more than we get now. And I am alway happy to engage with my sneaky sneaky creativity.

Well, the day is almost over, as such I will snore a forest into firewood and relax for my tomorrow hustle towards a morning with chicken and optionally some chili con carne. Enjoy your day.

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What’s in an advertisement?

I have been called many things (not all of them nice) but I do not care, I call it as I see it. This time it is Google that hits the spotlight, you see it is not all Microsoft that I cater against (often I do though). This time it is Cyber News (at https://cybernews.com/news/meta-google-youtube-instagram-advertising/) that gives us the news. This came from the Financial Times and the headline gives us ‘Meta and Google had secret ad deal to target teens on YouTube’, I am not judging this, but Google has stated on a few instances that they would not target kids. Still we get here “Google Ads help page itself says that the “unknown” category refers to people whose age, gender, parental status, or household income are supposedly unidentified. In theory, this could allow ad buyers to reach a wider audience” but we are also given “according to FT, Google could use app downloads and online activity to determine “with a high degree of confidence” that the “unknown” group actually mostly consisted of younger users” Now, lets take a different look and for this I use the Apple population (not people eating Granny Smiths) So lets go by the simple set of an iPad and around 128.5 million units of tablets were shipped worldwide in 2023. A little over 40% in the USA. The younger population uses their iPad for over 4 hours a day to do gaming. I took a small measurement in two hours I was fed around 2 dozen advertisements. Now consider that we have 80 million gamers on the iPad, as such 4 hours represent 40 advertisements per user and that represents 3.2 billion advertisements EVERY DAY, you think that Google, Apple or Meta walk away from that? And when we add the mobile gamers on Android and iPhone it becomes a much larger and more interesting number. 

On one side it works out well for one of my IP issues if we consider the larger premise. You see some are all about hijacking revenues from others, I took it into a different direction. When these three players lose a little over 20% of that advertisement industry. How strapped for cash will they end up being? Don’t trivialise this (many so called captains of industry will), when you need your revenue and you get to face a decline of 20% panic is ensured to come to the table. Like the advertisement bitches who cried fowl when Google wanted to do away with cookies. The setting I had was enable Amazon to a much larger degree, optionally enabling Kingdom Holding (Riyadh). A simple setting that many forgot about, because they all wants us to look to the horizon to the land of honey and AI, but that is at least a decade away, as such I saw another shore. 

But back to the story. So the response from Google was ““We prohibit ads being personalised to people under 18, period,” Google said in a statement to the publication. “We’ll also be taking additional action to reinforce with sales representatives that they must not help advertisers or agencies run campaigns attempting to work around our policies.”” And it could have worked if Google set through the cookie stage, but they did not. Now the setting is different, advertisement gaming is developing and we get a dozen versions of the same game and they all run on advertisements. And the game becomes worse for some ad streamers now also include advertisements. As such they are one step removed from the old setting that Electronic Arts tried to include in their sport games, the billboards in a game all showing the advertisements that EA could sell. In the long run it could have given them a revenue boost. Now the game sets a different premise. You see you can fight of getting more revenue, or you can make sure the others cannot get any, that was the premise that I went for and Saudi Arabia does not have to cater to Americans, more importantly they could deny America well over 20% of that revenue. Consider that the big three techs have to report a drop of 20%, how does that work out? In addition to that loss you could capture a part of that revenue. You see the USA is all about monopolising issues, all whilst no one looked to the shores behind them to see what they lost and that was the place where revenue was all over the floor.

The setting is given, but when we consider that they either confess on targeting minors, or take the losses. And my solution doesn’t target at all, putting this solution largely in the clear.

Still, the EA premise had me thinking, not a similar approach, but a very different approach. One that give a much higher premise of engagement. Like the cheaper Netflix, set the console with a gaming portal and that portal has a niche for advertisers one that pays the viewer in credits, which could go towards a lower fee, or game coins to get free updates (enhancements) for in game shopping, any game on the platform. That was a side no one (seriously) looked at. Games are set to a developer, not to a portal and when they want to be there they will have to agree. Consider any console with 50,000,000-200,000,000 gamers, do you really think a game designer wants to be cut off? Consider that the Xbox Game Pass has only 18 million users. And the numbers I stated were conservative, this solution would be next to the PSX2 (over 155,000,000) and the Nintendo Switch (144,00,000) that is what was at stake and Google shot themselves in the foot (my speculation) as they dropped the Google Stadia, as such the Amazon Luna and the Tencent console are all that remains. And when we see those numbers, a larger base exists for advertisers, but in my view a more limited one. Still, there is (to some degree) an option whilst removing a massive chunk (I think around 20%) away from Apple, Google and Meta. It was an evolution to the system as I set it up and the advertisement funds are merely the icing on the cake. 

The added ‘protection’ that is given could sway plenty of parents to go this way, not my initial interest, especially when phase one 50 million is reached. The system will fuel itself towards users like the CBM64 did in the mid 80’s. Still the others need to rethink their system, because for now they think it is all OK, but when the setting changes it will already be too late. Look at the Cookie stage, only when they finally switched it off in part, the advertisers starting to cry like little bitches. Three days ago we were given “This latest twist in the Privacy Sandbox saga is a wake-up call for the entire digital advertising ecosystem, according to Upwave’s George London.” Wake up call? This setting was known for a couple of years, as such these people had plenty of time to revisit the sands of opportunity, but they thought that it wouldn’t get to that, and the money would keep going in. Now the premise will likely become that they lose out on a population that gets into the millions, no free ride for cookies (cookie monster ate them all) as such they will have to put the prices down by a lot, because targeting is soon to be a real issue, for this the Google and Meta setting comes into play. Either regulators demand a larger scrutiny (expected turn) or the advertisement world will lose 4.3 billion advertisements on iPad alone, now consider how many game on their mobiles? That is a reported 79% of an expected 18,250,000,000 billion in 2025. Set that to revenue numbers. Yes what one party tells is not what some do, or they tell them where not to look for certain restrictive papers. Oh, and my simplistic number stage gives me around 2.8 billion advertisement options are optionally soon lost or diminished. Yes, my 50 million consoles were hilariously conservative. 

What’s in an ad? Nothing a gamer wanted to see anyway, as well as a few other clusters of pushed to watch advertisement people. So how will Meta continue at minus 20%? Apple will do fine and Google will have its android, but when that newly reinvented shore comes, Google will also have to make due. As such,  they can bite the bullet or set up a fee for Youtube, which will make TikTok happy to no extent 

They say all is fair in love and war, did you ever consider that the people have a voice too, that they are pushed towards apps with no avoidance? What happens if you cater to those people? Google should know, they grew their search in a very similar way.

Have a lovely time and see you perhaps in a place without advertisements every couple of minutes.

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Setting of the day

On a good day
The Khaleej Times Jost informed me on how a good day comes to pass. Here (at https://www.khaleejtimes.com/uae/meet-the-uae-police-officer-who-uncovered-183-money-laundering-cases-in-15-years) we are introduced to Major Saad Ahmed Al Marzooqi. 

The headline ‘Meet the UAE police officer who uncovered 183 money laundering cases in 15 years’. We are also given “He was recently appointed as the first Emirati member of the Financial Action Task Force’s (FATF) International Cooperation Review Team” and we can be mesmerised, or brag about his abilities, but the numbers imply that he slightly uncovered more than one case a month. There are plenty of police forces all over the world where half of these numbers would imply a stellar career. As we gawk over “exposed 183 money laundering cases that are related to drugs and financial embezzlement. He had also created a database of incidents, which contributed to an increase in convictions from a monthly average of 3 to 14” we need to realise that the increase of 3 to 14 implies that this one person achieved more than any average police station in Europe. 

This is the kind of man the world needs and that will be explained in the next article, because the universe relies on balance and the imbalance we are about to see takes the cake and changes an optional day to night.

On a bad day
Yes like any hero that needs a antagonist to make things interesting, we have Microsoft in two mentions. Now this isn’t directly involving anyone at Microsoft, but the follies are a setting that makes things a lot worse.

First we get Wired (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) who gives us ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’ we get to see “Attacks on Microsoft’s Copilot AI allow for answers to be manipulated, data extracted, and security protections bypassed, new research shows” which is not good, but anything positive can me mauled into a criminal jester for organised crime. The additional “Microsoft raced to put generative AI at the heart of its systems. Ask a question about an upcoming meeting and the company’s Copilot AI system can pull answers from your emails, Teams chats, and files—a potential productivity boon. But these exact processes can also be abused by hackers.

Today at the Black Hat security conference in Las Vegas, researcher Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers, including using it to provide false references to files, exfiltrate some private data, and dodge Microsoft’s security protections.” Now, I haven’t seen this, but Wired has a solid enough level of credibility to not ignore this. And that isn’t all. Bargury gives the world “the ability to turn the AI into an automatic spear-phishing machine. Dubbed LOLCopilot, the red-teaming code Bargury created can—crucially, once a hacker has access to someone’s work email” as I speculatively see it a mediocrity solution to turn the Internet of Things into a machine serving organised crime, optionally the NSA too, well done Microsoft. As I see it, the workload of Major Al Marzooqi would increase fivefold when this hits the open world, actually it already has if I understood the words from Michael Bargury correctly. In this, we optionally an even bigger problem, or at least a lot of corporations will.

You see there is a second message, in this case from Cyber Security News (at https://cybersecuritynews.com/microsoft-entra-id-vulnerability/). They give us ‘Microsoft Entra ID (Azure AD) Vulnerability Let Attackers Gain Global Admin Access’ with the subtext “Security researchers have uncovered vulnerabilities in Microsoft’s Entra ID (formerly Azure Active Directory) dubbed “UnOAuthorized” which could allow unauthorised actions beyond expected controls” Now take these two parts together and the phishing expedition could hit every R&D system on the planet using Azure. I am certain that Microsoft will have some patch coming soon, but in the meantime the bulk of R&D (under Azure) will be vulnerable and approachable by many hacker and especially organised crime, because selling secrets to competitors tends to be a lucrative setting and most corporations aren’t that finicky in acquiring something that raises (and assures) the bonuses of the members of their boardroom. OK, this is speculative on my side, but wonder what some will do to get the upper hand in business, especially if there is a bonus raise involved. 

I wish I had a solution, but my personal feeling is that Microsoft has too many holes, loops and a whole rage of other issues and switching to either AWS, IBM cloud or Google Cloud tends to be an essential first step coming to my mind. Now, if there are sceptics who think that I am anti-Microsoft here, they are probably right. Therefor the Links to the two articles were added letting you look at the stories yourself. In the meantime I remember a story in April and it should be my ‘duty’ to inform SAMI that ‘BAE Systems and Microsoft join forces to equip defence programmes with innovative cloud technology’ had a nice article and with the two articles mentioned, SAMI could lay its hands on a truckload of BAE IP. Not sure how far they will get, but free IP is the way to go I say. So when you realise that a large corporation like British Aerospace with all the civilian and military hardware can be accessed, what chances do you think that Novo Nordisk (Denmark), LVMH (France), ASML (Netherlands), SAP (Germany), Hermez (France), L’Oreal (France) have? I do not know if any uses Azure, but it is a good moment for them to select one of the other companies. They could after the event sue Microsoft for damages, but Delta Airlines is already suing CrowdStrike and I am not sure how that will go. In the end it is my personal opinion that this could potentially bite Microsoft hard and it is one of the reasons I do not let them near my IP.

As I personally see it, the companies racing the be the first to launch their (fake) AI will now have a much larger impact. There were already fake data issues, but now the phishing options that are mentioned and when that gets linked to what Cyber Security News calls “UnOAuthorized” the entire IT game changes dramatically and I have no idea how that will play out. 

As my Sunday is almost over and Vancouver only just started there’s a chance we postulate that the next 72 hours will be an interesting one. Have a lovely day (when you are not on Azure).

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The loser iteration

Two days ago I wrote (at https://lawlordtobe.com/2024/08/04/the-judge-shouldnt/) with the headline ‘The judge shouldn’t’, it was part speculative and part what I see (again through my eyes it could be regarded as speculative). Today a mere 4 hours ago we get through the BBC (at https://www.bbc.com/news/articles/c0k44x6mge3o) ‘Google’s online search monopoly is illegal, US judge rules’. We are also given “Google was sued by the US Department of Justice in 2020 over its control of about 90% of the online search market.”, so lets take a look back. It started in 1995 and the ‘idea’ was completed in 1997. To turn about the setting in those days Microsoft was merely badgering their lack of knowledge and lam Netscape to get a browser dominance. Two youthful young sprouts namely Larry Page and Sergei Brin were ahead of the pack by a lot. They looked to a solution to search for text in publicly accessible documents offered by web servers, as opposed to other data. Microsoft was still trying to type words like HTTP and the clever people at Microsoft were able to type FTP. In the age of information the Google founders figured a few things out like ‘What are people trying to find’ this was against the grain for Microsoft who thought that corporations were the key and they went to ‘What are corporations willing to pay for’. The subtle difference is that Microsoft was working towards a slice of the $18,843,980,000,000 revenue that the fortune 500 represent. Google on the other hand decided to cater to its 31,000,000 employees. As such one could (oversimplified) cater to the simple fact that it would take Microsoft 9 million years to get as much data as Google. I do emphasis the oversimplification of this. I was not on the mindset of Google at first. You see I was a dedicated Yahoo user. It took 3 years until I saw that Google offered more and better result. As such in 3 years they gained a dominance. They surpassed Yahoo, Excite, Alta Vista and several other players. We can argue that it helped that Microsoft demolished Netscape. And in the decade that followed Google grew in strength and ability to cater to actual users not the CFO’s of 500 corporations. 

So when we see “It is one of several lawsuits that have been filed against the big tech companies as US antitrust authorities attempt to strengthen competition in the industry.” I believe that there is another ploy in play. The mediocrity losers (like Microsoft) want a slice of the cake they have no business being in. It isn’t just the ‘competition’ it is a reversal of technology that is in play. And in that setting the US is damaging the little benefit they have and leaving it all to China and true Chinese innovators like Huawei and Tencent. I reckon that by 2026 the mobile market will be overrun with Huawei in almost every non-americano place. They threw away the benefits when they forced Huawei to release HarmonyOS 5 years ago. 

Now we see that it is available in 77 languages and the turnover (as is) is getting stronger. Even now as EU nations are discarding the fear mongering of anti-China sentiment by American administration, and the strongest response that the EU nations give is ‘Show us evidence’, America has no answer to that other than debatable setting of ‘could’ and ‘expected’ whilst the evidence just isn’t there. And as we see an optional release this year of HarmonyOS NEXT, Android’s bough get broken on their sibling turning adult. So good luck with that.

Now we see a Judge giving us that there is a monopoly setting. I am not debating that (a lack of evidence I have), but the setting that we get from ““Google is a monopolist, and it has acted as one to maintain its monopoly,” Judge Mehta wrote in his 277-page opinion” as I see it, the maintenance of a unique field dominance is begotten by the lack of innovation by people like Microsoft who is spreading itself way too thin.  As evidence I ‘present’ Xbox, Solarwinds, CrowdStrike and the list goes on. You see ‘breaking up’ is merely a first step. They will then open the door and the abusive bully (Microsoft) will gleefully shout “Can I play here too?” With a debilitating browser called ‘Edge’. How is that progress? Don’t get me wrong if there is a decent player that can keep up with Google, even Google will applaud that. My worry is that the ideological setting of letting everyone in the sandbox play is all fine, but there is a reason that mothers do not allow toddlers in a sandbox until they reach a certain age. And bar them from playing when they get too old. The worry that I have is that this setting stops Google from evolving beyond the cookie (which is fine by the exploitative advertisers). The setting of other people’s greed who cannot evolve into newer territories. This could now allow Huawei and Tencent to gain even more innovative sides to push into markets where American stage are auto rejected. Tencent is on the cliffhanger to introduce their solution to 150,000,000 homes and they can get there by 2027. 

This will leave Microsoft in a stage where it has no options and no future. As these Fortune 500 will find ways to rise to new frontiers we will see them seeking IBM and Amazon solutions catering a larger downfall of Microsoft. In that stage there is certain a decent amount of space for Google. As they will hand a corporate solution to their ‘office’ suite Microsoft will lose more grounds. The only thing that keeps them up for some time is Excel. But the world is changing what was once a spreadsheet world now becomes an AWS environment and Google can cater there too. I do think that Googles forced push to breaking up is not a great solution, but Google has overcome harder challenges. 

This and my previous article ‘The judge shouldn’t’ gives us the premise that the Antitrust laws are possibly a little obsolete. Microsoft sees this as their ticket in and it is willing to cater to this as it hurts Apple and Google. Two parts the US desperately needs to work at optimum to stop themselves of being overrun by Chinese innovators. You see 7 years ago ByteDance introduced TikTok (not a Peter Pan crocodile). In 7 years it became a near equal of YouTube that was in play 12 years longer. Now I get that YouTube paved the was, but that is the usual tracks for New innovators, they go over the backs from those who went before. Now consider that and the fact that HarmonyOS is about to go toe to toe with Android in only 4 years. That is what I wrong. Not that we think about antitrust. I partially agree with antitrust sentiments. But we need to see that the greed driven use it to keep up, or not to lose their revenue. But that was never the concern of Google (or Apple for that matter). As I see it in the last decade the face of technology was set by Amazon (AWS), Apple (MacWares), Google (Android, G-wares) and IBM (large solutions and Quantum) they create the innovations, players like Microsoft should go under and seek revenue from the Fortune 500. They were the bees knees weren’t they? 

But as I see it, US District Judge Amit Mehta is allowed by law to hand it all over to Chinese innovators. When the EU, Commonwealth nations, Africa and Asia allow these innovator into their governments America becomes a party of one (with 330 million consumers). So consider that the other regions has over 7,500 million people. As I see it it is a hard lesson that America learns twice. Wasn’t the Google premise of 1997 not enough?

Enjoy your day and ponder what benefit was to be had from optionally breaking up Google and who were the actual beneficiaries (not the consumers clearly).

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How right I was

I knew I was right. It wasn’t merely my own conviction of self, it was the exposure of two sets of ‘evidence’ as given by some media. The first was my view of gaming, mobile gaming to be presenting the ‘evidence’ Even as it was an ‘advertising’ of the events. It still shows that I was right. You see gaming always pushing the view forward and they forgot what they left behind. I tried to warn Amazon of this, but did they listen? I fear not. Yet that setting now gives Tencent an approachable 5 billion annually as well as give their Tencent Cloud Streaming Services (CSS) an option to not just break into cloud streaming, they also could be handing their TGP (Tencent Gaming Platform) Box a play for the title role in gaming platforms within a year. As it goes forward the TGP will not be an unknown, it will grace third position nearly instantly with only Sony and Nintendo to pass afterwards. I reckon that within 2-3 years it will surpass Sony and Nintendo after that. The benefit for Tencent will not be replacing these two, it will mean that they will be placed next to either or in some cases both. That was the setting that Amazon faced. Yet whilst they heralded ‘Amazon Luna adds more than 40 new games, all from GOG’ last month, they failed to see the larger picture and now Tencent and their TGP are optionally set in a world where they surpass the streaming game providers nearly instantly. Amazon only had to look at the historic market and considered what was possible. Yet their executives didn’t look (apparently) further than the length of their nose and non of them had the nose of Cyrano de Bergerac (or C.D. Bales for that matter). The resulting setting is that Tencent (or as the US fears, China) now gets a new area with gaming Europe and the Middle East as new customers. Another field that the US (with assistance of a short sighted Microsoft) where they hand the keys to a Chinese company. And they did this to themselves. I opened the door by informing Amazon in November 2022 that this field was approachable and ready. So what do we see three days ago in the Financial Review? They title ‘Amazon shares drop as AI costs spook market’ is merely one part, the underlying “investors have signalled growing impatience with tech companies’ efforts to profit from their massive investments in AI”, as well as “Andy Jassy has been cutting costs and focusing on profitability in Amazon’s main online retail business while spending heavily on AI services, which the company has said represent a “multibillion-dollar revenue run rate business”” and all along (for at least 21 months of options towards an estimated $5,000,000,000 annual revenue ignored. How that for captaincy of a ‘Big Tech’ company? And as I saw the gaming precedency go in all directions except for the right one I see that my vision was correct all along.

In a place here they got to drill into new customer places they handed it all to the Chinese opponents. Yay to shortsightedness. 

The second part is a little harder to spot if you do not look in the right direction. That being said, there are a few debatable sights to that. In the first it is my interpretation of these layered facts and if proven right it is less of an issue. Yet I believe that Facebook set the larger premise by not properly investigating the ‘evidence’ they claimed. Their short sighted overseeing hat is going on (relying on ‘their’ AI) and not properly looking at the ‘rules’ or policies they have implemented now gives rise to an altering consumer base that could skip town (their platform), optionally handing a decent chunk of their customer base to Tencent as well. It will not drown them. But answer me this, if you have to report that 10% is skipping your platform. How many shareholders will be happy with the underlying speculated statistics that we get is “The company estimates that 4-5% of those accounts are fake, meaning there may be as many as 150 million fake accounts.” these are the numbers from Facebook. Yet the ‘reality’ from some is that it is 10%-15%. Now consider that these numbers remain and the percentage over the 100% base becomes a number over their ‘new’ 90% base. As such the new base is that it becomes 111% and I believe that 120% is more realistic. Now consider that every investor paying X mounts of dollars now hands their money to 8.3% non valid accounts. It sets the new premise to nearly one out of 10 advertisements misses the target completely. How long until they have to drop prices or actually resolve that issue whilst millions are going somewhere else. That was the second premise that Amazon missed and now we have a massive larger issue. Tencent seemingly has a larger target. In the first to gain their new consumer base all over the world and Facebook (and others) start losing market share. If you think this is nothing ask Microsoft (edge) how they faired against Chrome and whilst they will deny any losses consider that Edge only has a 5% market share against Chrome 65% and Safari 18%. Take that into the settings. Considering that Tencent has a larger reason to promote Harmony OS. A stage that would make China happy as a clam. It will not have a short term impact in view, but in this all Android users in several nations will now have an option to switch Android devices. And the Apple case that is before these courts (se yesterdays article) merely strengthens the premise. I reckon that the Eastern Europe, African, Asian and Middle Eastern countries have a first impact and in that setting  America is the first to lose global market share. This last bit I gave you is highly speculative, but as my settings are confirmed I feel that this is a direction is a valid one. And it is all founded on two players (Amazon and Facebook) let is happen on their watch. Don’t believe me, feel free to read the articles I put on my blog from November 30th 2022 onwards (and several before that). The captains of industry and their governmental tools believed their own spin (read: marketing BS) and took what they spun as ‘truth’. All whilst there were visible parties out there. 

Granted, I am talking in my own street and that is also debatable, but you could read up and conclude for yourself. As such two elements handing billions of revenue that certain players left lying on the floor and I have no non-existent AI, merely my own noggin and it is working fine, thank you very much.

Enjoy this Monday.

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