Tag Archives: Apple

Tomorrow came today

That is the setting and it is given to us by the Khaleej Times. There are two articles, the first one (at https://www.khaleejtimes.com/business/tech/carry-less-do-more-the-huawei-matepad-mini-advantage) gives us ‘Carry less, do more: The HUAWEI MatePad mini advantage’ it shows us the new Huawei setting, all in Harmony Next, so while we might consider “The 8.8-inch OLED PaperMatte display is considerably larger than any other ebook reader of this size and offers incredibly vibrant colours. Saying this is the best ebook reader ever is not a hyperbolic statement. While that alone makes the tablet worth having, it is only the tip of what the MatePad Mini has to offer.” It is not the real power that comes from the mindset of the consumer. You see I’m what some call a brand bitch. I like my Sony TV (and my playstation more) I like my Apple devices (except that Apple phone thingamajig) and I love my Android phone. We are what we embrace and now Huawei in a world where the United States claim that China is evil we are given the new settings. You see, that anti China voice is kinda nice, but as the confidence in the United States is waning with 6 billion people, that anti-China rhetoric becomes stale and lacks credibility. And now Huawei who awaited their time is voicing into the Middle East that there is an non-United States alternative. And that comes with a few additional loopholes.

So whist we are given “Beyond readability, the MatePad Mini supports a peak brightness of 1800 nits, a 120 Hz refresh rate, and a P3 wide colour gamut for rich, lifelike visuals. Easily pocketable and featuring a vibrant, high-resolution, paper-like display, the MatePad Mini is a strong alternative to traditional eBook readers.”as well as “Powering all of this is a 6400 mAh battery, capable of delivering up to 9.5 hours of usage under dynamic conditions, and it can be filled up from zero in just 60 minutes using Turbo mode. The HUAWEI MatePad Mini is compact enough to carry anywhere, yet powerful enough to handle everything from reading to serious productivity and creative work.” And that is beyond the additional apps that give is a rather large function area. This is the first time that Apple faces a competitor larger then they are, more of more and all at a reduced price. So whilst I am Apple minded for my iPad, Huawei now had an alternative and it is loaded with functionality. Is it enough? I am not certain, but as the anti-United States feeling emerge (due to the current administration) and the feeling of resentment grows, Huawei now has a clear path into Europe and people are fed up with the anti China sentiment. Especially as it lacked evidence for the longest times and now that the United States is told to stay in its place. The sentiment for American corporations grow too and there are two settings that fuel this.

The second setting is given to us (at https://www.khaleejtimes.com/business/tech/ai-without-the-hype-the-new-honor-600-redefines-the-smartest-smartphone-experience) where we see ‘AI without the hype: The new HONOR 600 redefines the smartest smartphone experience’ and that is the missing element ‘without the hype’ it redefines the setting of DML and ML, because that is the setting of these Fake AI worlds. Fake AI is hyped by the United States and some resent it (like me) because it is stupid. DML and ML are great tools and they come with LLM settings, which is also a great tool but it is no AI, so as we are given this, we are more easily in acceptance of this. So whilst we see “In a market flooded with overpromised AI features, the HONOR 600 stands apart, pairing a stunning 200MP camera, intuitive AI tools, and marathon battery life into a device that feels as premium as it performs” we see a delivery well beyond any phone out there today the 200MP camera. So whilst we are given “I’ve spent a little time with the new HONOR 600 these last few days, and from the moment I picked it up, it felt like I was holding something far more premium than its category suggests. The design immediately stands out. It’s slim, sleek, and beautifully balanced in the hand. The finish of our test mule in the “Golden White” colourway (there are two other colours available: Black and Orange) catches the light in a subtle but striking way, and the overall build feels refined without being flashy. It’s the kind of phone you instinctively want to show off, not because it’s loud, but because it’s quietly elegant.” We see the next device in HarmonyOS and it will be a threat to Android and iOS. Their 200 MP made it so and whilst we see the stages where some will debate (the ‘but this’ and ‘but that’ people) we see a setting that is water-mouthing for people and influencers alike (influencers are considered to be non-people). 

What we have is the setting for the new stages. We see that Huawei is more readily excepted and that comes with the optional Huawei data centers and that is where the United States will truly be shown the door. And as Huawei gains traction vie the Middle East, there is every indication that the larger stages in Bangladesh, India and Indonesia will embrace that setting as these two places are over half a billion people and Huawei will gain traction to over 2 billion people in this year alone. That is the setting everyone missed and that is what is likely propping to happen. And this is the stage that the United States fears, because their ‘big beautiful whatever’ depends on an audience and one third of the global stage when somewhere else. I reckon that Germany is the first to gain Huawei powers in the EU, followed by some of the other members. My money is on the Scandinavian members driven by Denmark (because of Greenland) and Norway (because of Microsoft) and that will merely be more and more movement towards China. And whilst some will debate the bad things that is China. You forget about the 8 billion people, they are driven by consumerism and quality stuff and Huawei is showing quality and as I see it, it is the first time they are outdoing Apple and when you consider the Huawei Matebook fold. So when the new applications hit these solutions and when (perhaps they already are) we see interaction between the three you know that Apple is outdone and Google will be in a tough spot. It was never their ambition to be in this situation but some idiot in the American administration made China develop their own OS, because Android was no longer available to them, who was that again?

So we now get a new setting and I reckon it will come to blows in 2027, even as Huawei is already ready in 2026. It is a stage that is now up for grabs and when these 4 factors Tablet, phone, laptop and data center becomes available, the United States will be pricing itself out of all the above. So we are likely to see Gulf States, India, Bangladesh, Indonesia and Europe all switching and whilst the United States sees its influence shrinking from 6.5 to 6.2 to 4.9 to 4.5 to a 4.1 to a 3.8 billion audience panic will hit because that implies that there is an expected grow in Huawei data centers and even as it might not all go for a Huawei data center, the premise that it all remains with America data centers is absolutely ludicrous. So whilst the United States depletes its weapons even further on Iranian soil, it is merely fueling it disgust in the rest of the global population. A setting that was almost clear from the start. So where do you think this audience go when it is reduced to a mere 4.1 billion? You might think that it is clear, but the Muslim population is almost 2 billion, so do you thin that Iran will entice them to stay? Or will they merely fuel the drive towards Huawei?

Have a great day this day.

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Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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The competition is moving

Yesterday (less than 24 hours ago) I took notice of an article in the South China Morning Post (at https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us) where we see ‘Nvidia’s Jensen Huang warns Huawei chips for DeepSeek AI models would be ‘horrible’ for US’, so we see everyones favourite boy-scout giving us that Huawei could be either a terrible setting of everyone (us) or it could be horrible for the United States (US), I don’t know about the first one, the second one the United States did to themselves. And the setting of overvaluation by the United States on fake AI, versus undervaluation of Chinese fake AI is considerable as the United States is giving value to what China sees as a mere 3% valuation. I am willing to go with “You had that coming” and in addition as I see it the Huawei MateBook Fold (2TB SSD / 32GB RAM) is an engineering marvel. 

It is the first product to be an actual threat to Apple’s iPad and that was long overdue. Don’t get me wrong, I have been an avid fan of the iPad and I had one since 2011, so you might say I was there almost at the start and it never let me down, 2 years ago I got the iPad Air and it is still doing its bit for me every day (almost every hour). That is true innovation and now the Huawei is surpassing it with the Huawei MateBook Fold, it makes us think that Microsoft is still in the water scuttling its own future. Huawei is that much ahead of the rest. And now Jensen gives us “What do you think happens when it is equipped with a chip running DeepSeek in the background? 

That is the reality of so called sitting on their asses and getting surpassed by all the western technology. Add to this 6G Huawei is researching with “70 GHz mmWave for short-range communication, aiming for speeds exceeding 10 Gbit/s and sub-millisecond latency” some say that US sanctions will prevent this, but Huawei is the innovator, nothing comes near this and the so called west, including Europe, Middle East, Asia and Australia (New Zealand too) have had enough of greed driven sanctions by the United States. Germany already went overboard (as stated by some) giving France and Italy enough settings to follow suit. So when Huawei gets to install its pilots in the UAE and Saudi Arabia, the rest will almost be standing still, as the current setting is that their 5G is about 700% faster than anyone else (almost twice as fast as South Korea has) and that was almost 5 years ago (source: Statista) and I talked about that in one of my blog articles raising awareness for smart ware. So as I see it, the moment Huawei releases its combines tablet to the west, the United States is done and I reckon that Apple will lose a lot of customers, It will also be the point where Huawei will make its HarmonyOS NEXT (or HarmonyOS 5) to the larger collective in Europe and from that point the United States is no longer working at 41% (at the speed comparison Statista gave us) it will be reduced to a mere 23%-38% of whatever will be running in the Middle East, Europe and Asia. That is the setting and the DeepSeek chip is making it a much easier jump as the United States was honey coating the chains with (fake) AI and now Huawei is nearly at a point where they can state “We have AI too in all our Huawei models” and it comes at mere pennies to the dollar (compared all the other providers). As such Huawei was working in the background and the United States willing to strangle any press releases (a speculation by me) on the subject.

So whilst we are given “If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday. The conversation came ahead of the much-awaited launch of DeepSeek’s V4 foundation model, expected later this month. US news outlet The Information reported earlier this month that V4 would run on Huawei’s latest Ascend 950PR processor, while a separate report by Reuters last month suggested that the model had been trained on Nvidia’s Blackwell chips, which would be a violation of US export controls.” So whilst I have no idea how accurate the Reuters article is (never read it) I can surmise that the Products from the United States (like Apple) are unlikely to have anything to counter the Ascend 950PR processor, off course I am always happy to be proven wrong, but the setting I reported on in 2024 where the iMac has a mere 24GB RAM and 2TB drive, which should have been at least 64GB RAM and 4TB drive before 2025, is still in the old settings. 

Either that technology is unable or the people of Apple are sitting on their hands is nothing less of a joke, even if it is now possible to get it in Orange, Revell has given Apple that option for a mere €3 per model and Revell had that option for years (if not decades) so whilst we get the ‘innovation’ of colour, it is not, it is mere iteration and there are a few other settings were these innovators are sitting on their asses (optionally overdosing on viagra). Innovation is a game that is unrelenting and I have warned the larger audience of that for years, if not decades. 

Now the hard truths come calling and Huawei is the next innovation that is up for grabs and whilst Apple comes with the claim “Center Stage front camera with a new 18-megapixel square sensor, a 6.3-inch display with 120Hz ProMotion (available on the standard model for the first time), and the high-efficiency A19 chip.” It is not innovation, it is iteration and I see iteration as the next step from an innovative setting. That is what has been around for a long time and the days of the Apple iPad might be numbered now. I reckon that Huawei is unlikely to bust the Apple iPhone numbers for some time, but there is a danger that the Huawei Mate X6 (or the models that come after that) are unlikely to bash iPhone or Google Pixels as they are (for now) too expensive, but these new versions are ready to knock on our doors. So there is danger to be seen (for western technology) in the words of Jensen Huang and as the United States is massively anti-China, I wonder if Canada might be the next stage for illuminating the North American customers. I have no idea how Canadians are staged towards Chinese technology, but as their stance towards the Trump administration grows more hostile, there is every chance that this stage might go successful for China, especially if the US Ambassador Pete Hoekstra gives us another of his diplomatic jabs, as I see it, every time he says something more and more Canadians get a fresh doze of anti-Americanism. I’m just calling it as I see it.

Have a great day and consider the words of Jensen Huang, he might be more on the ball than I am (never a truer word was spoken). 

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Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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Just for the fun though

There is a new player in town and they are ‘ALL’ banking on the success of it. I remain skeptical because I gave the setting of its success over three years ago (in this blog no less), which would also have given an upgrade to malls and several other places. All due to a set of glasses. Now as I see the ‘pushed’ importance by wannabe influencers who are all on their ‘critique’ setting, I have to warn Apple, lead by Timmy the Cook in my usual way by gifting him with a gaming idea. One I thought of on the spot. And it comes with a setting that might work (still doubting that). You see the setting of Pokemon go where you frantically move your mobile phone in every direction to capture them all. The setting might be ‘transferred’ to the glasses where the image is shown on the glasses where you focus on the creature and you simple whisper ‘capture’ and the creature is transferred to your mobile where the capture event starts. And the fun part this setting could be used to capture Fantastic beasts (Harry Potter) and a whole range of other targets, like Droids for a futuristic setting and so on. So that engine could be fueling close to half a dozen games. 

There would be a setting where it might be possible to include an app on the Apple Watch to give signal when you are close to a capture target to optionally become a radar if it is possible to set the Apple Watch to a radar alerter (if that is possible) but as the Apple Glasses are supposed to get to the audience in 2027 it is important to get started NOW. Just for reference I believe that the absence of entertainment apps might be a larger reason why Apple Vision failed. And you might have your own reasons for not doing something but two billion gamers cannot be wrong. And as the Pokemon Go is owned by Niantic, Inc. Apple should talk to them now, not when it is too late and Niantic might come up with an upgraded setting to include Pokemon, Harry Potter/Fantastic beasts, even options lie Star Trek or Star Wars where you are a temporal agent trying to capture convicts. The idea tends to be the same but it is set in ‘that’ atmosphere.

And in this same I used the village of Sydney (no idea why) and I placed two worlds there the alphabet gives one and the numbers give the other and it is all managed by one setting. I reckon that Apple now gets the idea on what they need to do and they might think that it is not serious enough, but Niantic has used the idea as Pokémon GO has generated over $8 billion in lifetime revenue since its 2016 launch, consistently earning around $1 billion annually. So when was the last time any company walked away from a billion dollar plus? And that was merely Pokemon’s, now add the other worlds and perhaps create a few more and what is possible then?

Just an idea, I leave it to Timmy the Cook to wake up and watch the others capture the idea because pole is not alone in this field and Niantic could set this to an Android/Google setting and a iOS/Apple setting, they can capture both worlds, so where does that leave Meta? Not sure and I actually don’t care. I gave this wake up call to Timmy the Cook.

So you all have a great day and those game designers who want to ‘capture’ their game to the glasses, good luck. There is nothing more magical then trodding in new waters. And if your game can live there, it is all up to you.

Time for the munchies now, I’m hungry.

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Filters

If life is filtering, we are thrown between conspiracy theories and perceived loyalty information. Then there are the setting of media influencer and media de influencing. We are thrown in these 4 battles and the media is part of at least two of them, almost all time. And there is no going back. Yes, this is highly speculative but there is an underlying consideration to that. I am forgoing the first two for now (even as my view might be seen as ‘evidence’ of the first view. 

When we go for the second two there is ‘new’ evidence. I have said over the last 5 years that nothing gets printed by the media unless it has approval of the shareholders, the stake holders and the advertisers. That is how the media tends to work and then there is a new layer that works for some of the media. Flames are published at the bequest of the designers (or the editors) through which the digital dollar elopers work. Flames get people riled up, they respond to flames more eagerly and that results in clicks, hence digital dollars. As such the media has lost their point of neutral view and left us with the view that captures their clicks. This is not only detrimental to the truthful view (aka the news they bring) but it also gives us their wanted view, their ‘click-ability’ as views go. 

So the new ‘evidence’ is seen in a few ways. There is Forbes who gives us “Over the past decade, Oracle stock has emerged as a premier capital-return engine, distributing a remarkable $158 billion to shareholders—the 9th highest total in corporate history. This payout is composed of $35 billion in dividends and a massive $123 billion in share buybacks, representing roughly 31.5% of the company’s current market capitalization. Separately, earnings and revenues beat expectations, but the stock went down? Supported by resilient cash flows from its shift to cloud-based infrastructure and database services, Oracle’s strategy emphasizes enhancing earnings per share through aggressive stock repurchases. While it trails leaders like Apple ($847 billion) and Microsoft ($368 billion) in sheer volume, Oracle’s consistent return of capital highlights a mature balance between funding its high-growth cloud and AI initiatives and rewarding its long-term investor base with reliable financial yields.” Forbes gives us this news (at https://www.forbes.com/sites/greatspeculations/2026/01/29/how-oracle-stock-returned-158b-to-shareholders/) and could be seen as ‘news’, some will see it that way (including me) but what caused this all? Was it a mere setting that players like the Motley Fool (at https://www.fool.com/investing/2026/01/29/why-oracle-stock-slumped-on-thursday/) who gives us ‘Why Oracle Stock Slumped on Thursday’ with the subtext “There was no company-specific news to explain the enterprise database and artificial intelligence (AI) specialist’s decline. However, a cloud competitor posted results that investors found wanting. Oracle released the results that were greeted with a similar, chilly reception. Revenue of $16.1 billion grew 14% year over year, while adjusted EPS of $2.26 jumped 54%. Its remaining performance obligation (RPO) jumped 438% to $523 billion, highlighting Oracle’s vast backlog.” It could be seen as news and perhaps it merely is. There is however a new power in play and I cannot see the full form because the bulk of the media is hovering away from visibility and they no longer have trustworthiness. I believe that a new power is rising to undo what corporations are doing, I merely believe that it works at the bequest of some governments to either short sell whatever these companies have or represent, or to gain through short selling. I know it is merely speculation but this is my belief. Now there are ‘hairy’ investment settings and they are on Microsoft, Amazon and Oracle to some degree, but there is another force at work here and I cannot see the complete stage, merely shadows and shims of it, the media has become too unreliable and they want to cut back on the value of these three participant (optionally more participants). I know I have spoken out against AI on numerous occasions, but now we get certain parties illuminating the parts the required no illumination and I don’t think it is by accident.

What Gives?
SO, am I the conspiracy theorist, or the perceived loyalty information giver? I could be the second part (the first one too). I almost blindly belief in the good of Oracle, so the second is an option and it is perceived as I do not work for Oracle, as such I am not in the know. Oracle has been a force for good for over 30 years, as such the faith in Oracle is almost blindly, is that a correct setting to take?

I know that Oracle is in the deep with all these data centres, but are then all owned by Oracle? Are certain governmental parties driving the price down so they can cut costs? As per now Major hyperscalers (Alphabet, Amazon, Microsoft, Meta) are expected to invest approximately $400 billion in 2026 alone to meet this demand. In the U.S. specifically, nearly 3,000 new data centers are planned or under construction, adding to over 4,000 already operational. 3,000 planned per 2026 as such Oracle stock should be going through the roof (Alpha, Amazon and Microsoft wouldn’t be doing so badly either), but that is not what we are seeing. And I have to wonder why. There are of-course energy issues, but Oracle is providing the technology. So how many data centres are owned by oracle? The image does not compute (as the term goes) and the image is not being given to us clearly by the media and that gives us the two second filters. So isn’t anyone wondering what is in play here? Most will not care either way and for the most neither do I, but in the current political situation where the United States does what it damn well likes regardless of all other voices now gives us a new setting, the transference of powers to a new wielder and neither of them likes the power the current 4 biotech are wielding and they might have gotten away with it if they left Oracle alone, that gave me the lights and some might say they are merely pretty Christmas lights, they are a little out of time, but I am seeing dashboard warning lights and not the good kind. As such is it me (it could be) or is there more to this all?

That is now the question and as such as the weekend is starting for me and Vancouver has to go through today, find your way to coffee because there is never a bad time to have a cup of that.

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A comedian makes a funny

That is every now and then the question, the actor, the comedian (which is weird as the original Heimdall had zero sense of humor) flexed his funny muscle when he used his own wax figurine to unlock his own phone. 

I saw the news last night and it didn’t hit me then, but 1-2 hours later something occurred to me, if that is possible, something else becomes possible too. As I couldn’t find the story anymore, I found this story (which is basically the same, at https://www.mandatory.com/news/1705735-idris-elba-wax-figure-unlock-his-phone) and when I reread it, just to make sure that I was on the right track, the other thought perturbed my brain. You see, when that works, the altered setting of projecting a high res photo (over 30MP) projected against a styrofoam head (to give it proper 3D settings) might work as well. 

As such those ‘relying’ on FaceID optionally get a new problem, because the world at large is overly happy with all the selfies they are making. 

So I got to thinking, should the next camera be equipped with an additional infrared or ultraviolet setting, the premise changes, because either of those will not be transmitted and should the system use the two images (infrared might be better) combined with a normal picture, we get a setting of non repudiation, a setting I applaud and I think we should rely on, as such FaceID becomes more secure and an optional setting towards non repudiation.

As such the makers of phones (Granny Smith and Google) as well as other phone makers might want to consider this step to secure their safety features. I reckon that Google might be the first to take this step and optionally the Pixel 12 might be the first one to hold this setting. The Pixel 11 is already in pre production, as such it might be too late to set that alteration in motion and lets face it, it is not an issue yet and lets face it as it stands, the members who need this feature have other ways to get this done and by the time this trickles down a year would have passed. 

So as someone in a ver funny way used his own wax figuring to unlock his phone, as such there are only 11,500 in ‘peril’ from getting their phone unlocked, whilst my styrofoam solution brings ‘unease’ to the 2,500,000 origanised crime bosses globally and as Salvatore Maranzano passed away before the smartphone, because of a novelty item, his secrets are still safe. But the need for non repudiation might once again have been pushed to the forefront of the brain of whomever needs this, so that’s good.

Well, that was fun. Got to use the noggin to create another piece of IP and the world might be better for it. And for me a story emerged a few hours ago that has me puzzled. You see, some in the American Administration as saying their economy is doing good (I think someone used the expression ‘robust’) which I think is not that sincere, but then again a block of iron is ‘robust’ when facing a piece of carton, but there is a difference between iron and steel and that difference when we see that one is $106.03 and the other is $951.00, so we have some fluctuation here and that is at the core of my puzzlement. You see, the news I saw gives us “The pound to dollar exchange rate has cracked into the 1.38’s in midweek trade following a remarkable 1.20% daily gain.” And as far as I know, the UK economy isn’t doing great as such how did this happen? Is the US economy in a lot more problems than the US stakeholders are allowing for the media to be released? Your guess is as good as mine as I have less knowledge of this than Heimdall has on humor. But there is something afoot and even if I did like the setting that I am correct yet another time, the impact of a stalling American economy due to the $38,665,000,000,000 debt they are having and as that debt is over 200 billion more than in the last two weeks, as I personally see it time might be running out for America. But that is a story for another day. At present I am gloating for my IP towards a solution for non repudiation and that is enough for now.

Almost time for my morning routine (coffee and breakfast) so you all have a great day.

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Cracking on the down

That is at times the setting, but it is not always clear. As I personally see it, it has nearly always been clear as glass, but the ‘powered that could be’ doesn’t want to hand over any of the greed it can get, and as a result people get scammed. So I have a few issues with the Reuters article (at https://www.reuters.com/investigations/meta-created-playbook-fend-off-pressure-crack-down-scammers-documents-show-2025-12-31/) and as we read its headline ‘Meta created ‘playbook’ to fend off pressure to crack down on scammers, documents show’ we might think that this giant (aka Meta) is the cause of it all, but that isn’t exactly true. To see this we need to look back the last half century, slightly before Meta (then known as Facebook) was born. So as we are given “As regulators press Meta to crack down on rogue advertisers on Facebook and Instagram, the social media giant has drafted a “playbook” to stall them. Internal documents seen by Reuters reveal its tactics, including efforts to make scam ads “not findable” when authorities search for them.” We are shown a half truth that I see as a near blatant lie. You see, in 1961 a man named Luther Simjian came up with the father and mother of the ATM. An experimental Bankograph (as they named it then) was installed in New York City in 1961 by the City Bank of New York, but removed after six months due to the lack of customer acceptance. But on 27 June 1967 it was reintroduced by the actor Reg Varney as a push to control people pressure at Barclay in London. Think of this as the starting point. As security was upgraded, most security was still set to older concepts, they were not bad, but it all comes from this point. And as the law was set to this setting, it fell behind fast. As such things like Two-Factor Authentication are still concepts to be implemented in banking and auto banking and beyond. So as Meta and others are trying to make the sale of advertising ‘easier’ scammers are really happy to bank in on such opportunity. 

Consider three points, the advertiser, its payment and its location are three separate issues, whilst the initial setting is almost never confirmed as these players are set to ease of business and commerce instead of security of business and commerce.

And we see this in the article as “Meta, owner of the two social media platforms, feared Japan would soon force it to verify the identity of all its advertisers, internal documents reviewed by Reuters show. The step would likely reduce fraud but also cost the company revenue.” This is true, but the setting goes far beyond Meta and that is as far as I can tell not set either. So as Reuters gives us “Meta launched an enforcement blitz to reduce the volume of offending ads. But it also sought to make problematic ads less “discoverable” for Japanese regulators, the documents show.” Which bus likely true, but it is a larger field. If the EU, the Commonwealth and America keep shoulder to shoulder to “verify the identity of all its advertisers” we could actually get somewhere, but then the conversation goes into the direction of complication and such, the greed driven are ready to hand victory to the scammers. And as we are given “The documents are part of an internal cache of materials from the past four years in which Meta employees assessed the fast-growing level of fraudulent advertising across its platforms worldwide. Drawn from multiple sources and authored by employees in departments including finance, legal, public policy and safety, the documents also reveal ways that Meta, to protect billions of dollars in ad revenue, has resisted efforts by governments to crack down.” The setting that Japan is trying to overcome, the establishment of identity of advertisers become frightfully clear. And that costs Meta revenue, but it goes far beyond Meta, Amazon is likely to have similar settings and they accept that as the cost of doing business, but the people caught in-between are  settled with the bill of BigTech doing business. So as Sandeep Abraham, a former fraud investigator at Meta gives us “Instead of telling me an accurate story about ads on Meta’s platforms, it now just tells me a story about Meta trying to give itself a good grade for regulators.” We are being told the picture that regulators are part of the problem. In stead of the cold hard question “How is the identity of the advertiser established” the people are told a different picture. It would be regarded as Artsy, but not the truth. So whilst the world is ready to accept “The tactic successfully removed some fraudulent advertising of the sort that regulators would want to weed out. But it also served to make the search results that Meta believed regulators were viewing appear cleaner than they otherwise would have. The scrubbing, Meta teams explained in documents regarding their efforts to reduce scam discoverability, sought to make problematic content “not findable” for “regulators, investigators and journalists.”” The larger question on what happens when these fraudulent go getters get access to more finely trained DML/LLM solutions, to capture the wallets of millions more? That question remains in the background and soon it will be too late, because soon places like America will try nearly anything to keep their shareholders happy and that comes with additional cost of doing business. And that setting is given with “The playbook, as it’s referred to in some of the documents, lays out Meta’s strategy to stall regulators and put off advertiser verification unless new laws leave them no choice.” And again, the lawmakers are shunning their duty, not merely in America, but in Europe and partially the Commonwealth as well. And that is, as I see it, the gist of the setting and whilst we might want to blame Meta, the direct setting is that places like Apple, Google, Microsoft are at least equally guilty. So, as I see it, Microsoft could have done something years ago, but they were chasing Google, instead of becoming real innovators. They might have trailed, but at this point they could have taken a lead and as I see it, they did not.

So as we see Meta, no one is asking where Amazon and Apple were at that time. So how many scammy advertisements did they make way for? I don’t know the number and it will be less than Meta, but is it small enough? I fear not (a speculation on my side).

Oh, and before you think this was all new stuff, consider that I raised this issue in ‘Enabling Crime’ and article I wrote in 2017 (at https://lawlordtobe.com/2017/12/02/enabling-crime/) so this has been over 8 years in rotation, 8 years that BigTech and lawmakers did close to nothing and I was taught an issue like “Two-Factor Authentication” in University (aka UTS) in 2012. So it is over a decade where legal Impotency is shown. It was in the trend of non-repudiation where you and you alone could have set this in motion. The law seems uneasier to bind itself and tech doesn’t want to be bound by this. So as I showed close to 13 years of inability to do something about that setting we are given a slightly different setting, not an incorrect one, but one that is slightly larger than anticipated. 

So I wish you all a good day and a lovely time enjoying coffee (I just had mine). Those lazy bastards in Vancouver are likely snoring the night away, it’s half past midnight this morning there.

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I’m the Taxman

Today I got some news from initially the San Francisco Chronicle but I couldn’t get to that because of a paywall. So I found news (at https://abc7news.com/post/ca-billionaire-tax-proposal-peter-thiel-gavin-newsom-silicon-valley/18335032/) Where ABC 7 News gives us ‘Tech moguls threaten to leave CA as billionaire tax proposal gains support among unions’ and I agree as I have warned the people about this. This is not something new, it has been going on for well over a decade. I gave the setting in 2013 (at https://lawlordtobe.com/2013/02/06/it-hurts-every-time-but-we-love-it/) where I wrote ‘It hurts every time, but we love it’ then again in 2020 (at https://lawlordtobe.com/2020/05/06/new-world-order/) when I wrote ‘New World Order’ and last in 2021 when I wrote ‘Utter insanity’ (at https://lawlordtobe.com/2021/10/04/utter-insanity/) there is something wrong with political America. For over 25 years the tax laws needed to be overhauled, but they are unwilling to do that, so now they grasp at the bank settings of billionaires. Taxation is about justly taxing everyone and I agree, the Billionaires have been given a nice little ride, but overhaul of the Tax-laws is the only way it will ever work. Perhaps leaving the Apple tax rebates of the shelf. They don’t need 535 retail stores, especially when you go into a store and you have to specify on a website how you want that configuration. It gets made and after 2-3 weeks you get your new Laptop, Ive been through that setting twice in the last decade and I think that it is vulgar that they get all the tax rebates and also make it 100% tax deductible. Why does a presentation room get that (535 times). I get that it is smart, but should that be rewarded? Perhaps 50% of these stores could be made redundant, or perhaps better fully taxed. And that is merely one of dozens of cases where the American tax laws (European too) fall into a adjusted setting of ‘who cares’. So as we now see ABC 7 News, we are given “A proposal to tax billionaires in California could raise up to $100 billion to close the gap on federal health care cuts. U.S. Senator Bernie Sanders is now backing the campaign. Meanwhile, some big-name billionaires have reportedly threatened to leave the state.” And so they should. Perhaps there is something for them in Texas of Florida? And consider that these billionaires also take the bigger part of revenue out of California. So how long until that state is drying up? So whilst we get San Francisco State University Labor professor John Logan state “Most tech billionaires — who could easily afford to pay this 5-percent one-off tax– are not going to upend their lives, move to Austin, Texas, move to Florida, move to other parts of the country, given all the advantages they enjoy” is he certain that he wants to take that gamble? Texas and Florida are banking on that and when these people leave there will be a larger setting of a collapsing Californian economy. And for that mater, he might be setting the term of a ‘5-percent one-off tax’, but knowing America it is never a one off and when these people set sail to a ZERO TAX nation, the stage of fear will truly ignite, all whilst both Democrats and Republicans couldn’t be bothered with the tax overhaul, which would apply to ALL Americans. Personally I think that only former President Clinton gets a pass on this guilt trip, his books were in the green when he left. And as I see it, the ones that follow have had their hand in the debt we see now. More so as these administrations avoided dealing with a levy on roughly 9 trillion dollars (Apple, Meta, Google, Amazon, Netflix) and a few more players. All because the administrations were unable to overhaul the tax system. So there!

And better believe that I have data even preceding 2013, but that was before my blog, so that doesn’t really count, but it sets the station of avoidance to roughly a quarter of a century and that is out in the open. I don’t care what excuse they give, but at present America is broke and deliberately taxing billionaires is not the way to go. Proper taxation is and no one seems interested in doing that.

Have a great day. And enjoy the first day of the year as much as you can (nearly all timezones are on January first now). 

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Upgrade, next chapter

Yesterday I was thinking of a game I used to play and it left me a little underwhelmed. It was not the fault of the game maker, the game was awesome. It gave me the thought that I was in the deep with the dodo’s of the Kremlin, or the White House. The game did what they promised, but I was thinking what this game could do with current technology and settings of DMS and some LLM. There is also the thought that the game was originally a little 2D. It all fitted on an 800KB disk so I am not surprised. But consider the idea what the current settings allow for.

The idea that they had with the political tables of then (1987) and what Mindscape was able to achieve. It started as a game of geopolitics during the Cold War, created by Chris Crawford and published in 1985 on the Macintosh by Mindscape, followed by ports to a variety of platforms over the next two years and I got the AtariST version in 1987. And as sources reveal, takes the role of the President of the United States or General Secretary of the Soviet Union. The goal is to improve the player’s country’s standing in the world relative to the other superpower. During each yearly turn, random events occur that may have effects on the player’s international prestige. The player can choose to respond to these events in various ways, which may prompt a response from the other superpower. This creates brinkmanship situations between the two nations, potentially escalating to a nuclear war, which ends the game. It is my advice not to ‘antagonise’ the opponent in the Pink Kremlin, or the Black House to avoid the nuclear holocaust that follows. And why leave it there, the complications of a EU could be added, so you can see how likely little you can do as as King Gustav on charge of that small sided Sweden (population 10.5 million) and we can build on this, we can evolve this with corporate powers and the influence they hold with the likes of Strawberry, Hippolytics, Smallsoft, and a whole range of power players. See what happens when you tweak that power (or nationalise their goods) then we get to the impact of social media like SnoutTome, QuickOunce, MyTransistor, DingDong, Toucan, Connected, ScryingStone and a whole range of other groups. You could see the direct impact that trolls have when they are clearly exposed and optionally with scenarios to solve. I would recommend to leave the intelligence groups to a later date (or a DLC) to properly test the settings you have there. It could be the first simulator for audiences and students of geopolitics and social standings later. That is before you add the mess that (WatchMyGrey, AmiSix, and their offspring in France, Germany as well as Mossad does to the worlds chaos (under their tutelage) 

I wonder how no one enacted this setting, it seems to be a decently solid training and educational simulator giving students to study multidimensional settings that geopolitics present in todays industry. I’ll bet you you can’t fit that on a 800KB diskette, but there is every thought that it can be done, the social sciences tables still exist and they can vouch for the until recent messes and they are basically ready for deployment. And now that we see the world for what it is, we might also include global religion as an influence and show you why the Catholic Church doesn’t have as much as it used to be.

It is merely a small snag that escaped my brain this morning, but I reckon that the old software settings could still apply to settings of today, you merely have to upgrade the setting and there is plenty of options here and as they were solidly stated on those basic settings of Social sciences, in todays world they could be used through Deeper Machine Learning to a much more powerful extend. See what some see and what you are not supposed to know (sorry Blaise Metreweli) but that is also the next challenge. Instead of shouting at Toucan, you could investigate the trolls on Toucan and see what the expected result is and who the culprit behind these pretentious stages are, not to be coy, but using that Strawberry Studio to see it on the big screen, or even as a user of the Hippolytics Moon streaming service get a new lease of opportunity. An educational simulator for students and investigators of humbug gets a new side of life.

Well anyway, that was my thought I had this morning. And the names have been changed to avoid  the guilty and make me less liable, a decently appreciative setting

Have a great day. I wanted to take a nice walk, but it is 34 degrees celsius out there, bit much for a long walk. Oh and Strawberry, fix your DoDo Dos version Hawaii 26.1, when you switch off your router before you switch off your wireless, the wireless keeps on scanning the ether, even AFTER you switch of the WiFi. Sloppy programming. 

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