Tag Archives: Andy Jassy

November 27, 2025 · 04:39

The sound of war hammers

It is a specific sound, nothing compares to that and it isn’t entirely fictional. Some might remember the Walter Hill movie Streets of Fire (1984) where two men slug it out with hammers, but that is not it. When a Warhammer slams into metal armor, the armor becomes a drum and that sound is heard all over the battlefield (the wearer of that armour hears a lot more than that sound) but is distinct and I reckon that some of those hammer wielders would have created some kind of crescendo on these knights. So that was ‘ringing’ in my ears when NPR gave us ‘Here’s why concerns about an AI bubble are bigger than ever’ a few days ago (at https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers) and what will you know. They made the same mistake, but we’ll get to that.

The article reads quite nicely and Bobby Allyn did a good job (beside the one miss) but lets get to the starting blocks. It starts with “A frothy time for Huang, to be sure, which makes it all the more understandable why his first statement to investors on a recent earnings call was an attempt to deflate bubble fears. “There’s been a lot of talk about an AI bubble,” he told shareholders. “From our vantage point, we see something very different.”” So then we get three different names all giving ‘their’ point of view with ““The idea that we’re going to have a demand problem five years from now, to me, seems quite absurd,” said prominent Silicon Valley investor Ben Horowitz, adding: “if you look at demand and supply and what’s going on and multiples against growth, it doesn’t look like a bubble at all to me.” Appearing on CNBC, JPMorgan Chase executive Mary Callahan Erdoes said calling the amount of money rushing into AI right now a bubble is “a crazy concept,” declaring that “we are on the precipice of a major, major revolution in a way that companies operate.” Yet a look under the hood of what’s really going on right now in the AI industry is enough to deliver serious doubt, said Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy.” All three names give a nice ‘presentation’ to appease the rumblings within an investor setting. Ben Horowitz, Mary Callahan Erdoes and Paul Kedrosky are seemingly mindset on raking in whatever they can and then the fourth shines a light on this (not in the way he intended) we see “Take OpenAI, the ChatGPT maker that set off the AI race in late 2022. Its CEO Sam Altman has said the company is making $20 billion in revenue a year, and it plans to spend $1.4 trillion on data centers over the next eight years. That growth, of course, would rely on ever-ballooning sales from more and more people and businesses purchasing its AI services.” Did you see the setting. He is making 20 billion and investing $1.4 trillion, now that represents a larger slice and the 20 billion is likely to make more (perhaps even 100 billion a year. And now the sides of hammers are slamming into armour. That still will take 14 years to break even and does anyone have any idea how long 14 years is and I reckon that $1.4 trillion represents (at 4.5%) implies that the interest is $63,000,000,000. That is almost the a year of revenue and that is the hopefully glare if he is making 100 billion a year. So what gives with this, because at some point investors make the setting that the formula is off. There is no tax deductibility. That is money that is due, the banks will get their dividend and whomever thinks that all this goes at zero percent is ludicrously asleep and that is before the missing element comes out. 

So then in comes Daron Acemoglu with “A growing body of research indicates most firms are not seeing chatbots affect their bottom lines, and just 3% of people pay for AI, according to one analysis. “These models are being hyped up, and we’re investing more than we should,” said Daron Acemoglu, an economist at MIT, who was awarded the 2024 Nobel Memorial Prize in Economic Sciences.” He comes at this from another angle and gives us that we are investing more than we should. All these firms are seeing the pot at the end of the rainbow, but there is the hidden snag, we learned early in life that the rainbow is the result of sunlight on rainwater and it is always curves t be ‘just’ beyond the horizon and it never hits the ground and there will be no pot of gold at the end of it according to Lucky the Leprechaun (I have his fax number) but that was not the side I am aiming for, but it gives the idiocy we see at present. They are all investing too much into something that does not yet exist, but that is beside the point. There are massive options for DML and LLM solutions, but do you think that this is worth trillions? It follows when we get to “Nonetheless, Amazon, Google, Meta and Microsoft are set to collectively sink around $400 billion on AI this year, mostly for funding data centers. Some of the companies are set to devote about 50% of their current cash flow to data center construction.

Or to put it another way: every iPhone user on earth would have to pay more than $250 to pay for that amount of spending. “That’s not going to happen,” Kedrosky said.” This comes from Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy, and he is right. But that too is not the angle I am going for. But there are two voices, both in their field of vision, something they know and they are seeing the edges of what cannot be contained, one even got a Nobel Memorial Prize for his efforts (past accomplishment) And I reckon all these howling bitches want their government to ‘safe’ them when the bough breaks on these waves. So Andy Jassy, Sundar Pichai, Mark Zuckerberg and Satya Nadella (Amazon, Google, Meta and Microsoft) will expect the tax system to bail them out and there is no real danger to them, they might get fired but they’ll survive this. Andy Jassy is as far as I know the poorest of the lot and he has 500 million, so he will survive in whatever place he has. But that is the danger. The investors and the taxpayers (you and me) get to suffer from this greed filled frenzy. 

But then we get “Analyst Gil Luria of the D.A. Davidson investment firm, who has been tracking Big Tech’s data center boom, said some of the financial maneuvers Silicon Valley is making are structured to keep the appearance of debt off of balance sheets, using what’s known as “special purpose vehicles.””, as well as “The tech firm makes an investment in the data center, outside investors put up most of the cash, then the special purpose vehicle borrows money to buy the chips that are inside the data centers. The tech company gets the benefit of the increased computing capacity but it doesn’t weigh down the company’s balance sheet with debt.” And here we get another failure. It is the failure of the current administration that does not adapt the tax laws to shore up whatever they have for whatever no one has and that is the larger stakeholder in this. We get this in an example in the article stating “Blue Owl Capital and Meta for a data center in Louisiana”, this is only part of the equation. You see, they are ’spreading the love’ around because that is the ‘safe’ setting and they know what comes next. You see the Verge gave us ‘Nvidia says some AI GPUs are ‘sold out,’ grows data center business by $10B in just three months’ (at https://www.theverge.com/tech/824111/nvidia-q3-2026-earnings-data-center-revenue) and that is the first part of the equation. What do you think will power all this? That is the angle I am holding onto. All these data centers will need energy and they will take it away from the people like you and me. And only 4 hours ago we see ‘Nvidia plays down Google chip threat concerns’ and it is all about the AI race, which is as I said non-existent, but the energy required to field these hundreds of thousands of GPU’s is and no one is making a table of what is required to fuel these data centers because it is not on ‘their plate’ but the need for energy becomes real and really soon too. We do not have the surplus to take care of this and when places like Texas give us “Electricity demand is also going up, with much of it concentrated in Texas due to “data centers and cryptocurrency mining facilities,”” with the added “Driving the rise in wholesale prices next year is primarily a projected 45% increase at the Electric Reliability Council of Texas-North pricing hub. “Natural gas prices tend to be the biggest determinant of power prices,” the EIA said. “But in 2026, the increase in power prices in ERCOT tends to reflect large hourly spikes in the summer months due to high demand combined with relatively low supply in this region.”” Now this is not true for the whole world, but we see here a “projected 45% increase” and that is for 2026. So where are these data centers, what are their energy surpluses and what is to come? No one is looking at that, but when any data centre is hit with a brownout, or a partial and temporary drop in voltage in an electrical power supply. When that happens any data centre shuts down, energy is adamant for all its GPU’s and their better not we any issue with energy and I saw this a year ago, so why isn’t the media looking into this? I saw one article that that question was not answered and the media just shoved it aside, but as I see it, it should be on the forefront of any media setting. It will happen and the people will suffer, but as I see it (and mentioned) is that the media is whoring for digital dollars and they need their advertisement money from these 4 places and a few more, all ready for advertisement attention and the media plays ball because they want their digital dollars (as I personally see it).

So whilst the NPR article is quite nice, the one element missing is what makes this bubble rear its ugly head, because too many want their coins for their effort and it is what is required. But what does the audience require? And the audience is you an me dear reader. I have set a lot of my requirements to energy falling short, but there is only so much I can do and it is going to be 32 degrees (celsius) today, so what happens when the energy slows down for 5.56 million people in Sydney? Because the Data centers will make a first demand from their energy providers or they will slap a lawsuit worth billions on that energy provider. And we the people (wherever we are) are facing what comes next. Keeping data centers cool and powered whilst we the people boil in our own homes. As such that is the future I am predicting and people think I am wrong, but did they make the calculation of what these data centers require? Are they seeing the energy shortfalls that are impeding these data centers? And the energy providers will take the money and the contracts because it won’t coexist to this, but that is exactly what we are facing in the short run and the investors? Well, I don’t really care about them, they invested and if you aren’t willing to lose it all with a mere card to help you through (card below), you aren’t a real investor, you are merely playing it safe and in that world there are no bubbles.

Remind me, how did that end in 2008? The speculated cost were set to $16 trillion in U.S. household wealth, and this bubble is significantly larger than the 2008 one and this time they are going all in on money, most of them do not have. So that is what is coming and my fears do not matter, but the setting that NPR gives us all with ‘Here’s why concerns about an AI bubble are bigger than ever’ matters and that is what I see coming.

So have a great day and never trust one source, always verify what you read through other sources. That part was shown to be when we all see (from various sources) that “The United States is on track to lose $12.5 billion in international travel spending this year” whilst my calculations made it between 80 and 130 billion and some laughed at my predictions a few months earlier and I get that. I would laugh too when those ‘economics’ state one amount and I come with a number over 700% larger. I get that, but now (apparently) there is an Oxford economics report that gives us “Damning report says U.S. tourism faces $64 billion blow as Trump administration’s trade wars drive away foreign visitors and cut spending”, so I have that to chase down now, but it shows that my numbers were mostly spot on, at least a lot better than whatever those economics are giving you. So never trust merely one source even if they believe to be on the right track. But that is enough about that and consider why some bubble settings are underexposed and when you see that the NPR gave you three additional angles and missed mine (likely not intentional) consider what those investment firms are overseeing (likely intentional) because the setting that they are willing to lose 100% is ludicrous, they have settings for that and as the government bailed them out the last time, they think it will save them this time too.

Have a great day today, I need an ice cream at 4:30 in the morning. I still have some, so yay me.

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March 23, 2025 · 04:49

Recalling the idea

I was in a stage yesterday when I got a little too much ‘creativity’, as such two idea’s revisited me. The first was a good one, the use of AR (Augmented Reality) in malls. I wanted to add more functionality in the new IP and in part I succeeded. That idea was warped in a second setting that I also described in a previous article. The application towards real estate was achieved as I looked in the application towards Dubai, I realized that a quote in the Middle East Economy “Dubai’s residential sector saw 32 percent sales growth in 2024, reaching $99.9 billion, driven by investor interest” this implies that the 100% gives us 312 billion, now as I see it, the IP could bring at a mere 2% an added 6 billion. I use conservative numbers and this is merely Dubai. I believe that due to segmentation of the housing market the IP could be a lot more powerful. Taking in consideration places like New York, London, Stockholm, Paris, Riyadh and a few other places, the revenue becomes very interesting. This part I had figured out already. The setting had novel parts and as it could work in a 24:7 setting the larger stage is the missing of idle time and when people are drawn to a place or location. 

Screenshot

I was considering the addition. The setting of an information stand that is in ‘always on mode’ and when people can use the setting because of the setting of any particular mall, the provider merely needs to have a stall, or an arrangement, and the screen will promote in an interactive way the availability of property. And as the mobile app looks at where you are, this could work in any place. A stall is not a requirement, merely an available screen. A mere 2% represents billions in Dubai. Likely less in other places but it will still an impressive amount and in New York City recorded over $28 billion in investment sales in 2024, this implies an optional 560 million in revenue. So the setting is worth exploring. With two screens you can cover residential and business locations in several ways. Still, this is a mere application, I was looking for innovation in my application and we can add information, but that is as I see it mere iteration. The application off the Lightbox advertisement, which is merely a media box is a setting we can see in simple ways. The innovation could be seen by setting this ad in numerous ways of advertising, but that in itself is not innovative enough. Adding isn’t enough and there is a chance that it lessens the impact. So where is the innovation? As I see it, at present I got that IP nearly maximized, but I do think more can be done. In the other IP, the setting of smart ware, the IP has enough in Malls, but there is a setting to add smart collection to the app and if we can add locations (like different malls we visit) we get additional settings and that could add a new notches on the revenue streams. But that setting isn’t enough. 

As I saw one side, I also saw the side of a darker collection/distribution setting. One that does not get ‘governmental’ approval. But the mind does no distinguish that, the mind merely wants to expand the IP it created and expand on it. Perhaps it is not a good idea, perhaps it is. In a world where they are setting on greed and whilst these captains of industry all hide behind their AI and leave revenue on the ground, I found billions in revenue, but how to collect on this? The problem is that most Americans either steal or want all of the revenue. I do like to get a nice settlement fee. As such I have to hope for the eager person that collects on my ideas will leave me a nice sum. Half a dozen IP, I reckon one will leave me with a nice retirement sum and if that fails the showing of my IP in this blog will leave me with something.

Still that is a worry for later. For now I merely want to improve on what my mind did create. Two of the IP’s are as ready as they can be. I believe that the AR stage could some more improvement, but that also requires the AR servers to be deployed. I can only see the creation improve as it is set to some degree of deployment. The AR setting is clear, I wrote about it several times. But beyond that there is little I see, I saw the application for shops, the setting for Bookshops, jewelry and to some degree fashion and the application of branding. From there we can see the interaction with the Real Estate app (in the original setting) and the application of smartwear. With the AR servers, any shop that has multiple locations could directly be applied to all servers and optionally in several national settings. As such there are the a few more impediments and the stronger setting comes out over larger shops. After all the US has 113,000 malls. So when you add the EU and the Arabic nations, it becomes a nice revenue settings. That gave gave me the idea to set the Japanese idea of Eki Stamps. That idea could be set to a larger stage in a larger book with social media and online settings. So what happens when you have a book and every mall and theme park you enter will give you additional pages and whenever you are near of in a ride the stamp will get automatically added, so in the end you will get a more and more robust and impressive collection? That was the setting that was brooding in my mind when I looked at the setting of Ferrari world and WaterWorld (both in Abu Dhabi) and over time museums and other places will add to this improving the value and acceptance of the idea and that gives a rather nice setting. And when one theme park has it, the others will all follow that is the simplicity of the idea I had. So tell me now, how innovative have these so called captains of industry been?

A setting that adds an entire cog of technology and innovation all by itself (with a little cerebral assistance from yours truly). 

As such I am still looking to add to the IP my mind created and create new gaming IP. I feel fine. I was able to outdo Sergei Brin, Larry Page, Jeff Bezos, Satya Nadella, Andy Jassy and a few others. Too bad I am not that rich (adding the delusional ‘yet’ to this). 

But the journey of creating the IP was a great ride by itself. Oh, I just remember the stage I had created for Adobe. I should give that a few more thoughts. It started with a weird dream, but the dream is still accessible and it is high time that I make the Microsoft Wannabe’s squeal. Perhaps an idea for tomorrow.

Have a nice Sunday. Vancouver will follow us in 13 hours.

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September 9, 2024 · 22:27

The other Palette

This is the setting I switched to. From Microsoft (too much issues) to a nice palette. Not to paint, but if the painting on an easel is the current version of a game. 

There is another version, ‘my’ improved version. You see between 1985 and 2000 Atari (with their Atari 800 and Atari ST) and Commodore (with their Commodore 64 and Commodore Amiga) launched 10,000 games. Now if we only look at the top 10% of these games we end up with 1000 games. I am guessing that 50% has some level of IP protection (still an optional path) but 50% have no protection at all. That was what I was trying to tell Kingdom Holding. It is a path to about one third of the path to a 5 billion dollar annual revenue. And I recently completed the thought of a fourth game to relaunch. Consider that Microsoft with their 23 development houses have 2000 games. This path would gain 50% of that marker and Microsoft isn’t doing good (they will be in denial) and in that same setting, I got another idea. The top 10% are all set to a rating or 80% or better. This could be done with a lot less people and when the first two dozen games are out their streaming solution would only pick up more and more. The first stage would be reached with a setting of 50 million consoles. So as we were given “As of August 2024, lifetime unit sales of Xbox One consoles in North America reached nearly 33 million, while in Europe, lifetime unit sales surpassed 12.8 million. In total, nearly 58 million Xbox One units have been sold worldwide as of August 2024.” And my idea would equal that within 2 years. It took Microsoft 11 years to get to this and within 4 years I would have surpassed them. And that is just for starters. I speculatively (it remains speculation, not presumption) see the 100 million surpassed within 4 years. It would set this new console on the level of Sony and Nintendo. I personally (wishful thinking) see the new system equal the Nintendo Switch and the Playstation 2 in half the time they needed. This isn’t grandiose posturing. The path was made by them and now I see the option to reap the rewards. Either via Kingdom Holding or via Tencent, hoe doesn’t matter. I still see the vision of handing Phil Spencer the wooden spoon. He’ll end up dead last in a race he never really understood and as Microsoft enters more and more hard times divisions of Microsoft keep on being hollowed out. My work becomes increasingly easier. 

So at this point it is largely a stage where my brain sets the premise of how to set the look of these games, not by ‘rad looking’ graphics, even though they will be a lot better. But these games it was largely about playing and the joy of playing. These ‘game makers’ are all about advertisement money. They all advertise ‘no wifi’ or even more ludicrous ‘no payments’ whilst they merely set the premise to another fitting. Pay to win, disguised as an clever way to pay to grind. How disappointing. I do not blame them. Too many gamers nowadays are delusional falling into a trap and that tend to be demoralising. My idea was handed before in this blog and a few people picked up on this, or they had exactly the same idea (I cannot prove how they got there) but that is fair enough. So I decided to remaster in my mind these games and I got game 5 to a second setting of the master version. I will keep these thoughts offline. I initially had the idea for Google, but 3 days later they dropped the Stadia, so basically Amazon (Luna) and Tencent (handheld) remained. Tencent has a satisfying bonus. These high and mighty captains of industry would have surrendered another industry to China. And they do not have a lot left to work with.

A simple setting that I solved three years ago, and they were all blind to what was staring them in the face. Soon I will have to write more about the solution I had for malls. Another path that a few corporations (like Google and Amazon) overlooked. That is fair, you can only run an industry when you have bright developers falling asleep on the job and when waking up they have that spark with a new idea. A never ending stage of deadlines tend to be debilitating in the end. 

So how does these two link? 

The idea I had came to me three years ago (and I wrote about it here) and in that time I merely revamped these games with more and more improvements, this is not against those games. Some of these games were launched before 1990 and I had 30 years to spin a few webs combine that with the graphic improvements we have now and the versatility of the hardware and we get an estimated 250% better game. And the captains of industry (specifically Microsoft) never looked beyond the spin hype they themselves created. A simple example Richard Garriott created the Ultimate series, ahead of its time and When you recreate Ultimate 4, Ultimate 5, Ultima 6 and Ultimate 7 on an Elder Scrolls Oblivion shoe anvil, there would be millions of gamers reset to this storyline. You see, the storyline of these games were perfect, the location (a whole world) was perfect and the setting we see with the virtues and the stones, mantras and a few setting more was perfect. I got hooked on Ultima 3 (Exodus) in 1984. This game never lost its appeal, not in 40 years. The games 4,5,6, and 7 have a very similar map and the fact that you play with a party of 8 people gives it even more bang. That is what Bethesda could never deliver (they were not trying to). Microsoft overlooked one of the greatest RPG IP’s EVER created and that is merely the tip of the iceberg. 1984 was a marvel in more than one way. The other game was Elite, now called Elite Dangerous by David Braben and he did something amazing. That is the stage Microsoft overlooked as well (or Braben was way ahead of them) and there are dozens more games that could fit the new bill on streaming systems. Another game from those days was Boulder Dash. Upgrade the graphics and you should have an amazing relaunch. That is the simple setting that still hold sway after 40 years. And you wonder why I think that these people were asleep at the wheel? Another stage is that with 2 games the fighting ring could be transitory. And there is space for Kingdom Holding (or Tencent) to enter this field as the current ‘captains of industry’ are seemingly about the “worst decisions of their career” whilst I showed up to three years ago showing that it was already a lot worse. 

So what more can be done? I am not sure, I send the notion to both Andy Jassy and Al Waleed bin Talal Al Saud, but I had no response. I am not surprised they both probably get hundreds of people saying that they had the golden idea. And now I get to address Tencent Holding. Not sure how that pans out, but the thought of a 5 billion revenue (annual) might appeal to them (if I get paid that is). I have no illusions that I might merely make 1%, but that still amounts to $50,000,000, as such I would not complain. Still the idea of asking for 1% of the revenue for 20 years seems more on point (for me that is) and if so I shall make the mall solution public domain. 

If you look back in my blogs for these three years you will find a lot more, including the stage for a completely new RPG, with original ideas and a few stages I considered during me Oblivion playing days. As well as a completely new IP on RPG that hd not been done before. Including a setting between two worlds which was a little based on the idea Stephen King gave me from the book The Talisman. It was one way of traversing locations. Not a copy of his idea, merely the premise of his approach. All these things I see (in my mind) and game developers never caught on what else they could do. They merely went for ‘looking cool’ whilst wannabe gamers stood in a doorway keeping everyone else out. Oh, what a lovely stage. That is what passes for game developer? Wanting to be cool with multiplayer games all whilst plenty of people (a majority) where happy in single player mode). I still think they did this so that they never had to properly develop clever NPC programming. As such I even surpassed that when I came up with a setting though IP created by Vint Cerf, he merely saw the business need. I saw a whole new approach in gaming and as such his ‘IP’ should be open to me. Another path Microsoft overlooked. They merely bought Bethesda and thought that their problem was solved. I took one look and thought “Oh, perhaps I could do this?” One thought was all it took. So, where is Microsoft now? I reckon by 2026 on a whole new plane of problems (if they still exist by then). For tomorrow I need to write in protection (if protection is the right word) of Google, the BBC forced me to go nuts on my keyboard. Google deserves someone who stands up for them as well, although I feel certain they have that in hand. I merely want to give my support on that cause.

Nearly time for another Jalapeño sandwich with cheese. Have a great day.

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July 22, 2024 · 20:17

What’s the deal?

That is the question and it goes beyond simple branding. It is the CBC (at https://www.cbc.ca/news/politics/fake-labour-documents-sold-abroad-1.7253257) who gives us ‘Scams selling fake jobs to foreign workers may be operating outside Canada’ The routine is decently simple. 

  1. Someone in the world sets up links.
  2. They promise a job (at a charge)
  3. Person is scammed and in this example a 31-year-old from Lagos says a fellow Nigerian sold him fake documents after promising a job in Canada.

The problem is that not every one is internet savvy and more important. They think that Facebook (and other social media) is a safe space.

There is another way to look at this. For one “a travel agent who specialised in providing visas to Canada and the U.K.”

Let’s take this one step at a time. There are literally thousands waiting to get legally into Canada and the U.K.. With citizens in these places setting the stage. Do you really think that such a person has any chance? People in these places know people too. Do you think that they would allow the job to go to any foreigner they do not know, when they know people that they would happily offer the job to someone they know? In addition, there are genuine shortages, but they tend to be specialised jobs like nurses, doctors and so on. And when you are on social media who can tell which person is real, who is a scammer and who is a troll farm.

There is almost literally the chance that a offer that is too good to be true is either a scammer or a troll seeking intel. And the chances of a good deal go down and down more and more. 

There is a second part, but foreigners might not know that unless they investigate. You see labour market impact assessments (LMIA’s) cannot be sold, that I actually illegal. 

And on a second note, this year on the Hajj, hundred of people got killed by so called travel agents, there is every chance that they weren’t even a recognised travel agent (I have no data proving or disproving that).

Australia has a offering of empty appartments that is around 1%, do you think that those with an apartment will offer it on Facebook to strangers? They can make a bundle in cash and in social commitments to people they know. And that is mostly without risk. I would love to move to Canada (I think that an outstanding donation from Jeff Bezos or Andy Jassy has 98.9% more chance for me than any Facebook claim) and I never met any of these two youthful young sprouts. 😛

The article also has a statement that I firmly believe in “If it sounds too good to be true, it is. And generally speaking, an employer in Canada is not going to ask you for money to extend a job to you.” That is especially true for social media. The bulk of posts in social media is that they are out for money, it is the rule of me, myself and my bank account. The bulk of these people are honest dealers, tradesman or retail. But the bump of scammers is growing, especially in this economy. There is one statement I have an issue with. It is “Employment Minister Randy Boissonnault denounced LMIA fraudsters for targeting “vulnerable people.”” He is correct, but that group of people in this economy is getting larger fast. So new options are needed. I believe that here the embassies are the option. They should give clear notice to anyone going to their sites how to get on a track to become a foreign worker/resident/citizen. Also give clear scammer warning and especially that the sale of LMIA documents is illegal. Now, The Australian page for Canada is clear and direct, however I did not see the LMIA issue. I think there should be a warning for scammers (on every consul page) and why a Facebook group mail is nearly always a scam.

Me? Well I will in part rely on the sale of IP and get enough to retire in Toronto, we all have wishes and this is mine. 

Anyway have a lovely day, my day is almost done whilst in Vancouver it is 5 hours until this morning’s breakfast. Enjoy!

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January 8, 2024 · 14:01

One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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September 22, 2023 · 23:58

A delusion within a delusion

A few things happened today that gave pause for thoughts. I believe it that it reinforces the ideas I had from the very start. Some (especially Microsoft sycophants) will state that it is exactly the evidence making me delusional. I will let you decide.

To state this I will take some detours. The setting I always had was that by the time phase one was completed, 50 million subscribers would be added. A few parts support that media, yet I will not mention them here due to some sycophants. What you need to know is how I got there.

So there is the setting that three and three and three make nine. I state that it could be 729. So how did I get here. Well, (3×3)3 is the quick route. But that would be regarded by most as flim flam numerology. So how did I get there?  

Consider two persons, person A and person B. They both have 4 million followers. You would think that you get to 8 million which makes sense, but you would be wrong. Consider these two persons. They both have interests and for the simplicity we will take random groups. Fashion, Books, Technology and Art. In these classifications they can attract each 2 people. As such the equation now becomes 2+2+2+2 times 8 million. We now have 64 million. There will be overlap, yet the more diverse these groups are, the lesser the overlap. It is a little bit like anti clustering. New clusters that are similar but not alike. This (sort of) relates to Späth, H.: Cluster dissection and analysis: theory (1986). Another person who talked about this was Iliya Valev (around 1998). 

Now I have to make a side jump. It is an old setting for a tri-sided dagger, or a Jagdkommando knife. The response on it is “The tri-dagger’s problems all begin with that godforsaken twist. It lacks a proper cutting edge, and it’s wide shape means that, as a slashing weapon, this thing is about one step up from paper cuts”, so how does this connect? Well, I have always ben a fan of a tri sided blade. It is forbidden as an actual weapon, but in my view I see it as something with three sides. Presentation, Perception and Principle. They support and reinforce one another. Perception is reinforced by Principle and Presentation, Presentation by Perception and Principle and Principle gets support from Perception and Presentation. No matter how you wield it. We see the opposition we read earlier, but we see it as a knife. You need to realise that the origins of the stiletto was invented in the 15th century to be an anti-armour knife. Not meant to slice but to stab and it went straight through leather and most metal armour. The ‘recipient’ basically bled to death on the spot. Now, hindered by its own armour it could not get any bandage applied before he bled to death. The jagdkommando knife is similar, the wound becomes to hard to heal or apply first aid, which was why it was forbidden. But the application of it is still valid. It was meant to kill with certainty, plain and simple.

Out of bounds
This is exactly why I never wanted Microsoft to get involved. They can spin whatever they like, and as they waste 69 billion on some call of duty solution, I am in the process of taking their population away from them. You see, you can spin innovation, but when the results are absent. You become part of the problem. This is supported by two part. In the first part one source gave me that 75% of the Xbox population is the Xbox series S, as such they already lack next generation solutions. The second one is harder. This was seen two days ago (at https://edition.cnn.com/2023/09/20/investing/premarket-stocks-trading/index.html) where we are given ‘US debt rises to $33 trillion as government shutdown looms’, we know there will be some last minute ‘solution’ but that is now becoming increasingly less and less likely. Microsoft has a system that ‘thrives’ on US government and its allies and that is a massive chunk of its business. So when that machine starts going idle more and more, their goose is cooked. This is why I speculated on a 2026 fall of Microsoft. Google decided on another path, so they are out and Amazon doesn’t seem to be waking up. Now China has three sides of a square nearly ready. The media is happy to spin that this is merely three sides of a heptagon and they too are pretty spiffy on presentations. Yet there I am with the other solution.

Why Canada?
Canada was part of the solution from day one. Even as I had no idea on the impact Microsoft was facing at that point, for the simple reason that I never cared about Microsoft. They merely were. But on the 5th of November 2021 I wrote ‘Egg-timer please’ (at https://lawlordtobe.com/2021/11/05/egg-timer-please/) there I wrote about Randy Lennox, CEO of Bell Media. There were two reasons, one he was Canadian (Americans were starting to get a global bad rep), he would not have that against him, which mattered to me to progress my IP. In addition he had sides of a documentarist which would be important for part of my solution and as a CEO he had international access (something I will never have). In addition Canada was a commonwealth nation and as a commonwealthian that mattered to me. 

So why the numbers?
You see, the numbers sound nice, but to get to the 50 million subscriptions I need a acceleration curve, anti clustering shows that acceleration a lot quicker. The simplest example I can give you is the difference between ‘You need to be a biker and you need to be a painter and you need to be a technologist’ and ‘You need to be a biker or you need to be a painter or you need to be a technologist’. It is not that simple, but it shows the difference the quickest. If acceleration is key, the ‘or’ group is the acceleration you need. 

These factor made me realise that Microsoft would never be the solution, they keep on buying and missing the innovation. They will state that they are the innovation that works like an anchor, but the innovation of an anchor is not because it is working, but because it didn’t work and we see plenty of that at Microsoft, but they never improved their models and I spoke about these failures too often to rename them now. Amazon was for the longest time the larger option to get it all done, but they decided not to wake up (I actually gave them the heads up). As such Andy Jassy and Jeff Bezos struck out. Now we have a new option. You see, I considered Apple, but they had their own niche. I respect niche players, but they come with blinkers. That is optionally not a bad thing (as long as they pass the qualifying question) but without that I am giving away the play to them and giving Apple something for nothing is just too unacceptable to me. Hence I contacted the Saudi Government in September 2022, I admit it did not go the way I had hoped, but not all was lost. If the Kingdom Holding group would accept the stage I presented, all would be well (I am still waiting). A new player that reared its head in January 2023 was the Tencent Technology group. They had the drive to make it work, but I believe a lot more could be achieved if Amazon or Apple were part of that deal (and I do prefer to get paid). It was also around that time that the secondary impact became visible. Meta would lose more and more market share and as such, so would Twitter (read ‘X’). Their losses would not be immediate and would take some time, but their granularity would be lost as my IP gains speed. So when these two lose 30 million people it would hurt their bottom dollar to some extent and from there the damage merely increases on a few fields. It was the advantage a player like Amazon could use to really impact global business. 

Mister X
Mister X does not relate in any way to Twitter. I considered the second person in that equation and I suddenly realised that this person could put the media out of business to a larger extent. The media that has been spinning for the need of their stakeholders and advertisers as well as their digital dollars would suddenly lose a massive amount of revenue over the short initial time. They would not be able to correct for this and they would have to bend over backwards to become anyones bitch. That works for me as the media has become a much larger problem and I suddenly realised that this could be used to wield information in a different direction and lets be clear, these two people stand to make a nice slice of the initial $5,000,000,000 annually. And I am not forgetting about little old me, I stand to make a nice retirement fund as well (which was my initial reason). I care more about my IP being successful but that will hand me a very sizeable retirement parachute too. As such I do hope that certain people will see what they are about to get, not in the least CEO Talal Ibrahim Al Maiman and Crown Prince Mohammed bin Salman Al Saud. The second one doesn’t need the money, but when his royal highness gets to stick it to both the US and the media at the same time, he might do it just for the fun of it. In the meantime I wonder how fast the US shutdown would affect Microsoft. It will not initially do so, but this is the second shutdown danger in as many years and the third is not far behind and when that becomes a threat a third time, the chance of a last minute resort becomes less and less likely. So when the US government shuts down, how will Microsoft receive its cloud revenue? Its 365 revenue? So, how big is the actual Office 365 Government service description? When that shuts down, who pays for the $35 a month, per employee? Did you consider the amount of revenue Microsoft at that point will miss? 

Consider the slippery slope the US is on, consider what they sacrificed for the good of ego and you will realise that I was correct all along, optionally I was correct going all the way back to 2021. 

Enjoy the upcoming weekend.

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March 29, 2023 · 23:46

By Jove, I did it

This is not how it started. It started with me being mad at Microsoft. The question is whether I had reason to be mad at them. They bought Bethesda (and stopped Redfall for PS5), now they are out to buy Blizzard and I am seeing the most BS issues get to the front of the line. OK, I can do something about that. You see, my imagination is a good one and I am going to make sure that this $65B investment is the one they choke on. There is also another part. Here we are sitting and we get the line ‘Microsoft says 10 years is ‘sufficient for Sony to develop Call of Duty alternatives’’ Wrong! I finished it today and it is a nice challenge, one no one never saw before. It will be exclusive to Amazon Luna and optionally Sony as well. A game where Microsoft is not welcome. The fun part, they do not have to pay 65 Billion for it. If Amazon buys the other IP (which bags them well over 50 million subscriptions) they get this one for FREE! It becomes their IP and I hope they share it with Sony. I know it is their call at that point, but to see Microsoft fall and implode by 2026 will matter to me (loud evil laughter to follow). 

I had part of the idea and then today, the other parts started to connect. The challenge, the levelling, the area, the environment and a few other parts. The price? Well the other IP is set to $50 million post taxation and a few extra’s, and that is one hell of a long way away from $65,000,000,000. For the non calculus people among us, it is less than a mere 0.1% of the amount, that is how you drown a corporation, by making them drown on their own futility and that is what I set in motion, a new way of gaming, a new challenge that no game streamer has ever seen and there is no cheating here. Any cheater will become a pig faced player (quite literally) and its pig appendages cannot hold a weapon any longer. It can merely run and oink a lot. So the CoD cheat people will run into the light and wonder what is happening. This game will be different and it is no easy reward either. It becomes you against 880,000 others (not all at once mind you). It felt good, to suddenly connect the pieces of the puzzle and let Microsoft eat crow. Yes, I knew I had it in me, yet in all honesty I expected it to take a little longer, optionally a few weeks longer. But there I was, it was a little past 16:00 and the puzzle was ready for presentation to Andy Jassy. The question becomes ‘Is he ready to take Microsoft down a few pegs?’ He might not be, and when that happens, it will be up to Sony, but to be honest. I prefer Amazon as the other IP can be qualified with a dollar value much faster and they would get this solution for free. A win-win I would say. 

What a lovely way to start Thursday!

Have a great day, dream big. Especially if it is about kicking Microsoft in the testies.

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December 10, 2022 · 11:33

Ruler of law goes metric

Yes, we all have settings that are part of us, for the most the rule of law is accepted by nearly all. But when do we realise that it is not that simple? There is the notion that this rule of law has an Imperial and a metric setting and that is the core of what we face today. I got my view from the Canadian CBC (at https://www.cbc.ca/news/world/us-khashoggi-lawsuit-dismissed-1.6676798). There we get ‘U.S. judge dismisses lawsuit against Saudi prince over Khashoggi killing’, s0 at what point does the US set the stage for events that took place in an alleged Saudi environment in Turkey no less? Lets look at the simple facts, Jamal Khashoggi is as far as I can tell a Saudi dissident, not an American citizen and I do not care what was planned. It never got to be. This person has gotten more ‘alleged’ assistance in a month than most American citizens have seen in a decade. Then we are given “U.S. District Judge John Bates suggested he was reluctant to throw out the lawsuit but had no choice given the Biden administration’s decision.” And I will get back to this in a moment. We are also given “Khashoggi was killed and dismembered in October 2018 by Saudi agents in the Saudi consulate in Istanbul” which is the supporting lie. You see, his body was never found, there is absolutely no evidence that he was dismembered, or killed. For all we know he is spending the rest of his days with his new mistress of 19 years old in a luxurious hotel on Bora Bora. It is equally speculative, is it therefor more wrong?

And we do take notice of “Attorneys for the U.S. Department of Justice said in a November court filing that the Biden administration had determined that Prince Mohammed, “as the sitting head of a foreign government, enjoys head of state immunity from the jurisdiction of U.S. courts as a result of that office.”” It is the stage that was always going to happen, there was no evidence of any kind, mere speculation and Daily Mail categorised forms of speculated innuendo that never goes anywhere. Lets be clear, I cannot prove the innocence of certain people, but I cannot prove their guilt either and a person is innocent until proven guilty. That is the law and there is no metrical version of that, it is imperial, it is black letter law and that is what the law is. The media wants you to forget this so that they can cater to the digital dollar a little longer. And you are the tool they are using for that. In the mean time Jeff Bezos (via Andy Jassy) denied himself an annual 6 billion and change going up to close to $30 billion in full deployment mode. This is the damage Amazon did to themselves and it is fine by my book, although a little less nice as the Kingdom of Saudi Arabia decided not to buy it either. My loss and I get that. But below all this is a stage where the US is in a lot more problem. You see, they desperately need the Kingdom of Saudi Arabia assist them with cheap oil and I have stated this before. Why would they do that? The US has proven themselves to be a fleeting and unreliable ally to say the least. Do not take my word for that, look at the victims in Yemen and Syria and ask yourself, what did the US achieve? Close to nothing and now that they are at the abyss, the hangman’s rope has a very uncomfortable feeling. And as I see it, should the Kingdom of Saudi Arabia want it and limit the shipments of Crude Oil by an additional mere 1 million barrels a day, the US will explode in a stage of anarchy, just before Christmas and that realisation is at stake. The US overplayed its hand for at least two years and now we see that anarchy could become the turnstile of events. So do not think this is something that President Biden started. This is the stage 4 previous administrations colluded under (sort of) and yes, former president Trump might be the only one trying to turn it around but it would have been too little and optionally too late too. The previous congresses made sure of that. They were all too ego driven to see that impact grow and grow. And before you consider the immense state of “Khashoggi had criticised the crown prince’s policies in Washington Post columns. He had travelled to the Saudi consulate in Istanbul to obtain papers he needed to marry Cengiz, a Turkish citizen.” You see the US had the option to make him a citizen from 2017 onwards but they chose not to do that (optionally it was in the hands of Khashoggi). So for over a year there was a stage where he had the option to make a change, optionally the US intelligence office could have prevented it if there was a voice, but there wasn’t one. This implies (to me) that there was no real warning, no real danger which now sheds a light on a lot of issues and it does not look good for the US. Hiding behind some metric version of the law was never going to work well and I have highlighted close to half a dozen issues from the beginning and the fictional book of Blood and Oil merely worked for my case. When you see all these articles, all these media evidence and it comes with words like ‘alleged’ and ‘could have’, how wrong do you think I am? 

It is sad watching governments trying to cater to ego and to the clear need of a commodity that their non-allies have, it is a pathetic view and it is not getting better any day soon.

I will let you investigate that, just be sure you rely on the sources you can rely on.

 

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October 17, 2022 · 19:55

The ranking of potatoes

There was an insight in July. In this I wrote “I sometimes get a month subscription to load up on missed things and I have to as we all have budgets. I reckon that the UK is facing a much harder time. When they get to decide on two of the items (Food, Rent and heating) Netflix will be the first to go, and after that cheaper internet deals” and guess what. The Guardian gave us 4 hours ago (at https://www.theguardian.com/media/2022/oct/17/uk-homes-cancel-streaming-services-to-reduce-spending) ‘UK homes cancel streaming services to reduce spending’, all whilst my quote comes from Realisation, which is three months older (at https://lawlordtobe.com/2022/07/14/realisation-2/), so the issues given three months ago were largely ignored (like wannabe analysts stating that the loss of subscriptions were a mystery to them, or something like that). I saw the writing on the wall and the Guardian caught up three months later. As such I look at “total number of homes with at least one subscription fell by 937,000 from January to September” I see no real mystery here. As such we also get “The premiere of two of the most-hyped and expensive shows of all time – the $650m (£580m) productions of Rings of Power and House of the Dragon – failed to prove a big enough draw to reverse a decline of another 234,000 homes with at least one paid streaming service in the third quarter” yes, because these people really want to put their housing or food on the template of chance when it comes to a TV series and the setting that they are the most expensive or most hyped shows do not matter. People need to pay for food, people ned to pay rent and these elements were out on the shelf for too long. There is no real cap on food and the rent cap is limited to say the least. So these series miss out and those who have a few quid left, they will buy it when it is released on bluray. Which is given to us as “as cost-conscious households choose paying for essentials – such as energy, food and mortgage repayments – over home entertainment”, a simple part of the equation I saw three months ago and that is to some extent the solution I saw in gathering 50 million subscriptions. Because that will become a much larger station and it will get the one doing it $500 million or more. But then these people were aware, were they not? Consider that I accused Amazon and Google of letting that lie on the floor and three months after I stated the writing was coming to a wall near them. They did wake up and investigate, did they not? For all I care Elon Musk can buy it now and make life for them and Microsoft a lot harder. But I cannot do that yet, I am still awaiting response from Riyadh. So when we are given “The world’s biggest streamer, which has cut staff and become more disciplined with its $17bn annual content budget after earlier this year reporting its first subscriber declines in a decade, is forecast to add just 1 million new signups globally when it reports third quarter figures on Tuesday” I wonder if they caught on at all. More disciplined is a joke expression, it is like Google with their wannabe cheerleading “I am a lion”, all nice, but we know that the hunt is done by the lionesses, the lions just get them pregnant twice a day if possible. You see the lions are their for the lionesses the real hunters and “lions mate roughly every 15 to 20 minutes for two or three days—200 to 300 times in succession”, as such when you realise that what were the salespeople hoping at Google? For me the laughing matter becomes when (or if) Riyadh buys my IP, when they trump Netflix, Amazon, Microsoft and Facebook all in one swoop. I wonder who will be crying like a chihuahua then? Will it be Reed Hastings, Andy Jassy, Satya Nadella, Mark Zuckerberg or all of them? And it was not a hard equation, the fact that I saw this coming 26 weeks ago makes it that easy and there is optionally more, but I want to have a little more fun with this, as I should be allowed to.

The ranking of potatoes is not who is the biggest, it becomes a ranking of whom was the most idle of the lot and that insight might give you a few handles on where you have to go with what you have. 

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September 21, 2022 · 20:26

Clusters

Clusters are a weird concept. There is the science, the art and the personal which tends to be a blend of both. We think that we love that one person more than all the other grapes in the bunch. We think that we know more than all the other grapes in the cluster of grapes and we watch how all the grapes get squished and we avoided that wreck. Clusters are weird, they are at times like Horoscopes. We merely ‘believe’ them when they are positive. And we are all the same, I in this am no different. I know more than a lot of people in certain areas but not all areas and still I am like all the others, I am the one grape aside from the other grapes in a cluster of idiots. There is no delusional side, it merely is what it is. Yet when you realise this and you start to dimensionalise that cluster of grapes, it is then that you might see structure and that structure is important. It gives size and shape of what you contemplate. I might compare myself to Amazon and Google, but the reality is that my solutions merely outstrip the one grape that Google or Amazon hired to make sense of that structure. When you realise that part you start to understand the company and now you have a new setting. That setting can help you to see what they are missing and optionally where else they are not looking. Yet the cluster is more dangerous than you think. You see one grape, but you do not see the other 143 grapes and what THEY see. That is the larger stage. And it is not limited to Google and Amazon. There is Apple who merely focus on the white grapes, there is Microsoft who is blind to all other grapes, and then there is IBM, SalesForce, SAP, Adobe and many others, all focussing on THEIR vintage, THEIR strengths and that is how it is, but for you it matters where these focal points are. Google is in the news about the news, and when we try to look at the Australian in google search when we click on ‘Google’s ‘News Showcase’ stalls in US as media outlets balk at terms’ we merely get what we see below.

This is the larger stage, the news makes claims but then uses the news to advertise and even as the Australian is the most visible, they are not alone and lets be clear I wanted to see what the news war regarding Google. And yes, others gave me ‘Google films people reacting to the Pixel 7 Pro, confirms pre-order start date’, I was merely curious. I recently got the Pixel 6 and I am happy with that one, the camera is heaps better, the battery is good, the phone is faster and the screen is better. For amount X I got a mobile phone that is well over 3X better. So I doubt I will get the Pixel Pro 7, I will most likely wait for the Pixel Pro 8, or perhaps 9. The previous phone laster me well over 6 years and it did its work. No regrets on previous phones, no regret on this phone. Merely Optus making a mess of too many things, but that is not on Google. Amazon announces its new kindle and the first thing I notice is that it ‘only’ has 32Gb, double the previous one, but instead of just adding 64GB or even 128GB, it keeps the pressure on and I reckon that it will bite them soon enough. In SD card settings it is $10 versus $19, less then twice the price and when you offer something for long term use, storage matters. It gets to be even less nice when you consider “The Kindle Paperwhite 8gb does not have the ability to add more memory via an sd card like the Fire Tablets” this is not asleep at the wheel, this is creating one brand dependancy and that is not a good thing. It does not matter for my IP, but the fact that Amazon is optionally (make sure you see the word optionally) brand dependancy matters, it makes Amazon a lesser choice and they did this too themselves, as such my advice to the Kingdom of Saudi Arabia could go “For the future of your 50,000,000 subscriptions there is now added value of selecting the Google Stadia choice over the Amazon Luna as a choice for the future of your IP. One selection could have that large an impact and as such it is important to see as much of the Kindle cluster as possible, because this could reflect back to people like Andy Jassy. Is it fair? That is not the question. He allowed this to happen on his watch, it is that simple. And it matters because the 32GB would seem enough, but we are not always in reach of decent internet, and as 32GB allows for a decent amount of books, 128GB allows for 400% more and is that not why you travel with your Kindle? It was a simple equation and the grapes of that cluster either missed it, or the grape in the cluster had its own agenda. It sounds simple, too simple. Yet that was where Microsoft was in 2012 and in a decade they are close to going tits up (not in a nice way). They are not a player in the gaming market (no matter what their marketing states), the tablet market went past them and they are close to lose 15% of their cornerstones. Of and when we add Adobe to the mix, they lose even more. This is what asleep at the wheel looks like (or the wrong grape in charge of the bunch, or cluster). So clusters matter. They are often not scientific, but they rely a larger story and that matters too, it also gives rise to other choices YOU will have to make and not all of them can be made on solid numbers, as such the cluster view tends to have a larger or weightier effect. 

There are clearly times when the media cannot be trusted, or the numbers they bring. That is not really their fault at times. Too many stakeholders, too many mouths to go after the Microsoft grape-juice, or whatever grape pie they serve.  We need to make up our own minds and at times the cluster view is not as scientific as we would like it, but it does tend to give a much better view when we realise how to see all (or as many as possible) grapes in the cluster. At times that is all we have, especially when we solely rely on our instincts.

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