Tag Archives: Andy Jassy

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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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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Where idea’s die

I have been tossing and turning on an idea. I am not sure whether it is a good idea, whether it can be adapted to anything, but for some reason the idea would not let go. Almost like the first time I considered the Augmented Reality approach. The idea is related to that. It is a new approach to visibility in jewellery, and if the Mobile can be adjusted this could bring a much larger stage than we see now. Yet I only see the approach for rings and bracelets. There are a few more, but that is open for interpretation and that is where doubt creeps in. A ‘What if’ approach. And the doubt creeps in and makes an appearance. Doubt, it is the place where ideas die. 

And make no mistake, I have doubts just like any other idea man, I believe a decent amount of doubt is good, it makes you redo what you have and test it for yourself but that too comes at a price and my mind is no different than anyone else’s. So, what to do?

Now, I am decently certain that mobiles cannot do what I have in mind, but should that stop the idea? I merely need to find the one maker (Google or Tesla) to add that functionality and a new market is created and I do believe that this market could grow by a lot. And as my mind was filling in blanks and create additional opportunities doubt stepped in and wrecked the train of thought. Yet I feel that pushing on will create the idea stronger and more adapt, but at every step doubt comes in and rears its ugly head. I am ready for doubt and self doubt, it merely makes the idea and my conviction stronger. It was Atropos who stated again and again “μέχρι εκεί θα πάτε” (that is as far as you will go) every time she cut the wire, and at some point he will cut my thread too. Will there be enough time? I hope so, there are plenty of ideas coming forward, and there is a certain satisfaction that my IP bundle keeps on growing (even if it goes nowhere at present). But that is OK, I feel that Tencent is waiting for their steps, I believe that they are making steps to grow League of legends and I believe that the Patent for their console is merely a first step. They might have stopped their game streaming, but the hardware is still there. I think they are awaiting a signal, no idea what signal it is, but it will upset the American streaming player to no end (Amazon Luna, Google Stadia, Netflix, Apple) and whatever Microsoft has. And they are all looking in the same places and that is where my $500M a month idea goes to town, no one is looking in that place and I should consider adding a new player to that field. Yet I feel certain that they will see if it can be done via Tencent (not a given, merely a hunch). And yes there is some doubt, but the larger doubts were crushed when I saw the Unreal Engine 5 presentation of Riverwood. I had the same feeling in 1992 after all the GIF files when I saw the first JPG files. Those who are that old forgot about that moment, didn’t you? And it also gave me the idea that could get the streamers over 50 million subscriptions. Doubt faded and it will for the other idea too. We fight to prevent the ideas to die, but a good amount of doubt keeps the idea strong and that is the stage where I am now, I merely need to convince someone high up in the Tesla Pi department that there is a place where other phones are not looking, or they decided to dump the idea and I believe that there is a market and when it takes off the others will fight to catch up, but they will lose a year, so how to push for the idea that will make that idea fly? And jewellers are the first step. 46,776 Jewellery Stores businesses in the US as of 2022, EU jewellery industry includes some 27,850 companies and whilst we crunch those numbers and we see that there is a little decline in that market we need to realise that those around have their own doubts, they also fight for survival. It might not hinder the larger players like LVMH who declined 17%, Rajesh Exports grew and processes 35% of all the gold produced worldwide, Chanel, Chow Tai Fook, Cartier, Signet, Tiffany and a few more. These larger players might not need that new idea but do you think they stay behind when the idea takes off? They are in it for the numbers and some might have merely declined only 0.41%, but that is enough to set up all the lights and markers, my doubt is not doing well when I see the opportunity as it is and when I saw the Line presentation. A place with 9 million people all in a stage where presentation and representation is key and there my idea will find a voice box. One building with a population that equals London and is larger than Sydney or New York. Yes, my doubt is fading and it is merely one of at least 3 ideas that could find its way there. There is a place where Ideas die, but I feel that I can void that place a little while longer, especially with the Kingdom of Saudi Arabia making these kinds of turns and when it starts there the other places can follow or fade. You see, a place like Monaco gets 159,000 tourists and it has as one source stated a mere 128 jewellery stores. So my idea is doing just fine and the idea works 24:7. But I need not worry doubt will come again and test the ideas I have, for now I can see that Andy Jassy and Sundar Pichai have no idea what they are missing out on and it is only half a billion a month, optionally a lot more. So Tencent has options as do two other new players.

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Hello Animosity

Yup, I saw a truckload of that. And to be fair, there will be a lot of envy out there. I am not sure if they are ‘protective’ of Andy Jassy, or if they are just against me succeeding. But there is a stage and it is not on one or the other. It does not state if the US succeeds, than so must I, or if I succeed it is not the stage that the US succeeds too. I have something for sale and the US is trying to sell something else. The question becomes more than the insight of Andy Jassy. You see I left the crumbles of evidence all over this blog. If he cannot figure out what I saw than that is OK, he merely needs to see if I am a BS seller, or if I have the diamond in the rough and that setting of a minimum of $500,000,000 a month for months to come, optionally longer for a mere $50 million (post taxation) is almost a dream that is too good to be true and that is merely ONE part of a much larger pie. In my defence there is more to come. You see for me the stage is now almost optimally set. With Tencent entering the streaming stage I can sell to either, I prefer Amazon for a few reasons and it that reason is linked to my other IP. But the US and its China fears are working for me. And the calculation is rather simple. Hand over 10% for a significant slice of that pie, or watch the pie go to China a stage that Andy Jassy and his friends (Amazon Military) as well as a few other settings is not what they want. There is a small chance that Amazon might want a partnership with Google because when these 50 million subscriptions double or even triple, Amazon will see resource issues and sharing the pie with Google might be a better option than seeing things go wrong. In this Amazon should select Google, because Microsoft will merely screw things up. It is like watching a chihuahua yap “try Azure, Azure smells nice” and we have seen too much yapping from that dog (or that colour). And this part needs to go good, because as some might stare at that Saudi Story of a near unimaginable building. There is a lot more at play and I hate to be proven correct that Microsoft ends up fouling up my IP, thank you very much.

We see “The announcement reveals the most important characteristics of THE LINE, which is only 200 meters wide, 170 kilometres long and 500 meters above sea level. THE LINE will eventually accommodate 9 million residents and will be built on a footprint of 34 square kilometres, which is unheard of when compared to other cities of similar capacity.” But I also realise that my 5G IP could be a game changer there, and as that building becomes a new hub of technology there will be additional needs all over the stage and there I see more than one presonal IP flourish, so yes I am eager to sell to the party that gives me my list of needs (a mere 5 items) as well as the amount stated. For a person like Jassy most of them require a mere phone call and merely two items require the use of a corporate credit card (read: actions by the CFO nearest to him). All that for an amount that is nothing to what will be gained? 90% of the companies in the world never get an option like that and for me, I can wait, Tencent is coming and they are hungry for revenue and half a billion a month is a very appealing piece of pie. I personally always believed in the long game, the long game requires an adjusted point of view. I hope to be proven right, anyone would. Yet there too, a set of several IP’s coming into play at the near same time is massively fulfilling and I try to keep a cautious view, over enthusiasm is also dangerous. But months ago my plans were in motion even as I knew nothing of that line. It is merely another piece fitting a kinetic puzzle and more items will be in play and more items will give power, style and curiosity to a structure I had no knowledge of, as such the Kingdom of Saudi Arabia becomes the 4th party that might be interested and they have a few irons that could connect. As I see it the long game becomes a rewarding one (and in time for retirement). It could mean that I retire 5 years early. But then I am a workaholic, so I might not take it quietly. 

But I am exited and slightly too eager, I reckon any coach would be to see the end game approach and winning is a mere point away, it is the killing moment of ones soul. I get that, but I need to refrain from giving too much away, one IP relies on that part to cash in.

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I asked Andy Jassy for $50M

It seems odd but it is just like ‘Biden adviser: Saudi Arabia and UAE have “more to give” on oil production’ and the answer on both settings is ‘Why?’ You see I have the answer for Andy Jassy, but the response could be ‘And?’ and in this the Biden Adviser should be prepared. For the longest time the media and others they ALL avoided the number one question.

If the US has such a shortage, why export 78% crude oil? And no one looks at that. They all go with the setting that the Middle East should export oil cheap. But why would they do this? In my case I have IP bundles, one could sell well over 50M subscriptions, one bundle has the ability to set an income of $2B-$3B (some risks are involved), and all that for $50M and 10% of the IP and sales value, a good deal, but the US is not offering anything like that to either Saudi Arabia or the UAE, are they?

So when I read “McGurk said oil prices have already gone down after Saudi Arabia, as the leader of OPEC+, took initial steps to increase production several weeks ago, the sources said. McGurk added that the Saudis and the Emiratis “have more to give” when it comes to oil production.” In this my question to White House Middle East coordinator Brett McGurk would be “What have you done for them?” Why would they sacrifice $324 million a day for empty gestures? You need to come across in this case, if not, they can just wait and even reduce their production by 1 million barrels a day and wait for prices to go nuts. We see all these empty articles (at https://www.axios.com/2022/07/27/saudi-uae-oil-production-biden-gas-prices) with think-tanks and Ukraine references, but Russia has its own oil production, so the setting is a little empty. And until the US really makes an impression on Saudi Arabia showing that the Kingdom of Saudi Arabia is regarded as a real ally, the August 3rd talks might not have any results. And in this Saudi Arabia and the UAE still have the trump card question: “What are you doing about the US export of crude oil?” It is the question no one in the White House wants to face in public and the media have been circumventing that question for a little too long. Because the US has every right to demand reduced export for local considerations, but that is not likely to happen is it? So why not import additional oil at $109 per barrel? Too expensive? Why is that? That is the Brent Crude price, so what is stopping them? I reckon you know the answer to that and both the UAE and the KSA have handed over billions in oil for a mere empty hand, with gestures and no actions, doubt that? Consider Yemen and rethink that position. The USA has had the light touch for too long and now that the gloves come off we see the cry stories and the media is every bit as guilty here.

 So whilst we think it is all the fault of the middle east, consider who gave us this stage and consider that the US has had every bit of benefit for far too long and the actual owners of the oil are now setting the stage and the White House is not ready for that game, not in the slightest.

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