Tag Archives: Apple

Value of original gaming IP

When my mind designed the sequels to a new Elder Scrolls game, Far Cry and Watchdogs I did not care about the revenue, I did not care about the revenue factors in gaming franchise, I was merely one creative mind devising new ways and new stories, because the story is everything, it really is. 

Consider the intro and staging of Far Cry 3 against Far Cry 5, the stage of Assassin’s Creed 2 versus AC Unity, or AC Origins versus AC Odyssey and you might get a glimpse of that setting. In all honesty, I never considered revenue in any of it, but I realise that it is a driving force of the houses that publish them. Lets face it, would Mario exist if we did not consider the value of the $650 million it represents? In that same light Call of Duty, GTA, FIFA and Zelda, they all represent a serious level of coins. As such I see the need to continue some franchises, yet  wonder when we test their push for the storyline, how far will some get?

Consider in all this that the Elder Scrolls represent less than a billion, Skyrim alone represents half a billion dollars and has sold over 20,000,000 copies. And let’s face it, we always want to do better than the previous one, which is what drove me to set the story design of Elder Scrolls: Restoration.

Yet even as we see more versions of a game, Apple and Google are driving the need for original IP, it is the larger drive in gaming, not because it is Apple and google, but because the makers see that the original IP can be the beginning of a massive drive towards a system. There is also the fact that when we get a new system we do not want to play the same game over again on that system. 

Yet there are exceptions and they tend to be System driven. The Last of us on PS3 and PS4. Skyrim xbox360 – Xbox one and PS3 – PS4. Pretty much anything involving Mario, and the list goes on, yet Google and Apple do not have that yet and they need to rely on original IP to get the people in. That part was shown all the way back to the Nintendo 64 and the first PlayStation. 

IP that is owed is easier to evolve and more important, when the first game is a hit, it tends to be easier on revenue expectations as well. However, as we look at Apple, we see the need and the logic to have the subscriptions, yet when we see a game like Pilgrims with a mere 14,000 subscribers, the path for Apple is still less than stellar. Now we can push franchises like No Man’s Sky (Hello Games) there, however if Apple is to make a name for itself, it needs original IP, an original RPG, and original racing game and so on. that will drive sales, that will drive longevity in gaming and in a $120 billion industry last year alone, it makes sense to carve a name for yourself.

Yet there is also the stage where the expected and the non-considered walk. When I started to first design an original IP, was it truly original? It was (for the most) and I even added a new game mode that none had considered. Arcade is the way we consider, yet who has considered ‘historically accurate’ as a game mode? 

In this I wanted a more original RPG were the stage is Scandinavia (Norway and Sweden mapped), where you start in the land and get a choice of three places to start, from there you grow your village, grow your interest on the terrain and grow, after which you need to plunder, need to destroy your neighbours and add to your place (and take it from there), an RPG where you can set the rune tone to one god and receive the back handed prayers in success. Yet how can we link ‘Arcade’ and ‘historically accurate’? Well there we get the test of how good a person can play and basically they play two games. Even as a person buys provisions (with real cash) to get an advantage, they buy more, because the purchase in an arcade also comes with a ‘boon coin’ in the ‘historically accurate’. So if a person buys a load of fish in Arcade, they also get a boon coin with a fish in the historically accurate, which sets the chance to find a fish shoal to 100% there. Get two for the price of one. The same for weapons where a kart is bought for one side and the other side gets the smithing coin, giving them a 100% chance of a quality forged weapon. I even set out the stage that an actual player in one village would influence the growth in the virtual version where another player is a neighbour (like choice of stone, location and direction of growth)

I also wanted to make sure that ‘historically accurate’ was there to show that life is not a game and when we slice and dice like in Viking: Battle for Asgard, yet I thought that the game was too small, it was too easily defeated (except the boss at the end) and even as the game had good points, I wanted to see this game in a much larger setting. I wanted compelling to translate to addictive and I wanted a lot more to stand out, I also wanted to make sure that the choice of a god rune had a much larger impact, so over time as people played the game, they would have a new experience if the village rune stone was not set to Odin, but to Loki, Thor, Balder, Frigg, Vidar, or Tyr. What benefit do you want to see? And when chosen in Arcade it will be the set stone for ‘historically accurate’ as well. As such as the history of your village evolves we see that people realise that the impact one would hope for in Arcade would have a different term in the ‘historically accurate’ (HA), we forget in playing that famine was a real think in those days, as was disease and that could go from village to village. We could push it to Greece on the same premise and see where this leads, yet Scandinavia where the weather would have a much larger impact seems to be a more preferred personal feeling in this. So how many games take that into consideration? 

Yes, games like Fallout have a survival mode and there we see “The only means of physically saving the game is to sleep in a bed, on a mattress or in a sleeping bag. The exit save function is still available, but is a temporary save that is deleted automatically upon loading“, it is almost like hardocre mode in Diablo, how many times did you have to die before you figured out that running into batle is as stupid as it could be? As such the HA mode will give the player a much larger consideration to what he’s doing, it is not intend to drive microtransactions, which is why you can optionally only buy stuff in the arcade mode and only the real gamers and winners will get through the game without ever buying anything, that is why I would add an achievement named ‘no purchase required’, how many games heralded the need to not embrace microtransactions? 

It was a stage that my mind evolved over a few days and that is the easy part of the creative element in a game, I wonder how many creative minds are out there in the gaming industry, because I feel personally that people like Sean Murray and David Braben are as rare as it gets in this industry (no insult to other game makers intended), for me it is a stage where I see where places like Apple Arcade (and Google Stadia) are and where they go, so far I am actually not that impressed, not when it comes to companies this big.

 

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In light of projected greed

This is an odd phrase, projected greed is not the same as greed, it is not. Projected greed is about speculated revenue, but greed tends to be a driving motive here, no matter how you stage your response. The salesman states words like ‘pipeline’ because it gives him a handle on quarterly bonus, he’ll tell you that it is about the continuity of sales, but it is not, it really is not. The CEO uses all kinds of terms for the ‘saleslife of his quarter’, but the stage of the quarter and their extra monetary incomes are linked to it. So how do we see this in movies? For producers it tends to be about the above break even point, even as it tends to be disrupted by visibility, but good visibility is movie momentum that a producer can push onto his next project. 

As I made mention before in ‘What is unintended discrimination?‘ (at https://lawlordtobe.com/2020/02/07/what-is-unintended-discrimination/) we need to see that recognition of revenue and the missing of unadulterated vision and attention which drives down movie revenue, the stage of projected greed gets bitten by being the biter.

In the last few days we have seen all kinds of people critics, movie stars, directors and producers give voice to diversifying the Oscars and Baftas. 

Bafta

This is actually the simple one, the ‘mission’ of the Bafta is stated as “The stated charitable purpose of BAFTA is to “support, develop and promote the art forms of the moving image, by identifying and rewarding excellence, inspiring practitioners, and benefiting the public”“, all whilst the supported part is “Films must have been available to the UK public for the first time in the UK between 1 January 2019 & 31 January 2020. There is an exception for Films Not In The English Language (FNIEL) which are eligible if they have been made available to the UK public for the first time between 1 January 2019 & 28 February 2020” which we see at https://awards.bafta.org/sites/default/files/images/ee_british_academy_film_awards_1920_-_rules_and_guidelines_-_feature_categories_october_2019.pdf

As such a movie is eligible when it was available for watching in England, seems all very correct, does it not?

In 2019, a total of 786 movies were released in the United States and Canada, which implies that when we consider Bollywood and Nollywood that number goes up by a decent amount. At which stage can you diversify when we see that there are around 775 cinemas in the United Kingdom? Now we need to consider that some movies are in a cinema for weeks and that some movies are almost in every city for example, in 2019 Avengers: Endgame played in 682 cinema’s in the UK alone, as such when you see that there are 775 cinema’s, we see that ONE TITLE takes up a lot of space in the display area. As such there is no way that these 786 movies can be shown. And the British people want sensational movies (as do people in most nations), so tell me where does that leave a title like Lionheart?

 

Abacus

This was simple stuff that could have been figured out by a 5 year old on an abacus, it was not that hard and I like putting this out there as some critics requested the dismissal of HRH Prince Harry (or was that Prince Albert Victor, Duke of Clarence and Avondale?), ah well that person (the critic) will optionally fall over his on words of misinterpreted denial soon enough.

And I forgot about one part that was actually obvious and clearly out there, but just for jollies “Films are not eligible when they have been previously entered into the British Academy Film, Television, or Television Craft Awards“.

So in all this in 2019 when we consider Avenger: Endgame (Robert Downey Junior, Chris Hemsworth), 1917, Once Upon a time in Hollywood (Brad Pitt), Joker (Joaquin Phoenix),  Star Wars: The Rise of Skywalker (John Boyega, Daisy Ridley), Bombshell (Charlize Theron), Jumanji: The Next Level (Dwayne Johnson, Karen Gillan), Fast & Furious: Hobbs & Shaw (Jason Statham, Dwayne Johnson) all movies in multiple cinemas for multiple weeks, it makes the remaining space not spacious, it is the drawback of more and more film releases. I left the Marvel movies and Cats alone for obvious and opposite reasons. I also have not even taken movies with Will Smith and Angelina Jolie into consideration. As such, when we see Steve McQueen (the director, not the actor) give us “BAFTAs risk becoming irrelevant“, we see an optional valid argument, but the stage to diversification is stale and now almost obsolete, the need for greed took care of that part. His view of “After a while you get a bit fed up with it. Because if the BAFTAs are not supporting British talent, if you’re not supporting the people who are making headway in the industry, then I don’t understand what you are there for. If (film-makers) are not recognised visually in our culture, well what’s the bloody point? It becomes irrelevant, redundant and of no interest or importance. End of“, when we consider the rules, we see that the deck is warped through the need for greed (producers call it getting their investment back), we can push to change the rules, yet the environment of being able to watch a movie is not in sync with the needs of those good enough to win. Lionhart was merely one example, there are plenty more and whilst the filling of cinemas is set around the release of Marvel movies (not a bad thing) we need to consider that time is also a factor, income is a factor. I went to the movies at least once a week when I was young, bills and payments have set this back to once a month and from there to 2-3 times a year, Also limits factors in movie revenue because each trip to the cinema is $25 at least and that is when I bring my own bottle of soda and a pack of lollies. As such can you deny that Netflix had become a gift from heaven to millions of people?

The final rule for Bafta that matters is “An entry can be made either to the Film Awards or to the Television and/or Television Craft Awards, not both“, as such how did the Irishman get in? It is a superb movie, yet which category did it get mixed in with? In addition when we see ‘Andy Serkis to receive top honour at BAFTA for ‘revolutionary’ contribution to cinema‘ and we see him getting all that well earned credit, yet we saw no mention of him being a cut throat mercenary in two Marvel movies, odd is it not? 😉

Oscar

Here we almost get a repetition of the Baftas, although what I did not know (never looked it up before “to be eligible for awards consideration, a film must have a minimum seven-day theatrical run in a Los Angeles County commercial theater, with at least three screenings per day for paid admission“, as such we see a small bewilderment, he idea that the voice of America is based on ‘a minimum seven-day theatrical run in a Los Angeles County commercial theater‘, in light of this we see a larger issue, from what I am speculating (I could not get the numbers) we see that the Oscars are likely based on a much smaller sample size than the Baftas, with the previous arguments in sight, as well as “Voting on all achievements shall be restricted to active and life Academy members“, which we accept makes sense, yet as the movie industry goes on, as it intertwines with HBO, Netflix, Apple and Stan. How much time will a voter get? The rules could be found at https://www.oscars.org/sites/oscars/files/92aa_rules.pdf and even as it looks a little more ‘lawyeree’ than the Bafta rules, it is not unreadable. Yet in light of voters, how much time did they get (as well as interest) to watch 786 movies? Consider the personal diary of Adam Driver (or Tessa Thompson for that matter), how much time did they have to sit down and watch a movie they liked and a movie they thought had to checked out because the critics were raving about it? When we consider that, we see a shifting image and the movie list given earlier (we might think that Adam was biased seeing Star Wars: The Rise of Skywalker), we need to consider a much larger stage. Oh and cutting down on Oscars and time on TV would not be a bad thing to consider either.

Yet how will that go over with the people cut from consideration? When we look back to the first Oscar, where the presentation ceremony lasted 15 minutes and had 12 winners, in this the most notable part is that Charles Chaplin lost out on three nominations, it is a big difference from the 92nd Oscars, is it not?

I do optionally not disagree with the ‘So White’ part of the outcry, but as I see it, there is a limiting factor in place that makes it hard to get distinguished here and in the 2020 Oscars we get to see Parasite, a South Korean movie (the distinction of South is important here) ending up with 4 wins and two nominations is pretty amazing. How excellent must this movie be to get that many awards (I did not see it yet), it is also amazing that it is the first non-English picture to ever win best picture. 

So until we change the premise of who is allowed to win, we will get a grey collection of movies that are in the running. In all this Parasite and Joker are already a larger step towards exceptional movies that are less mainstream than what mostly takes the slices of the cakes. And in light of all this, there is still the factor of projected greed; it is not the continuation of getting your money back. Avengers: endgame, cost 365 million, revenue 2,800 million. Then there is the real life Lion King with a cost of 260 million and a revenue of 1,700 million, two movies that took up exactly how many theatre rooms in Los Angeles County? That is part of the premise as well, because as they run, other excellent movies could not be set to the rules of being a nominee. Now I am not blaming these two movies, yet the premise of the Oscars is most easily seen when you consider that part of the equation. Projected greed might be the most dangerous part in all this, first of all because it is not actual greed, but it is closely related to its awful brother, and movies have become too much about projected revenues, in this, which studio exactly used to rely on ‘Ars gratia artis‘ (Art for art’s sake) before they (and all others) seem to have transferred it into ‘Ars pro reditus‘ (art for the sake of revenue)? It seems unfair on the directors, actors and actresses, yet they too are linked to their careers and they need to be the person who grows the income of the producer if they want to stay employed, in this I reckon both the Bafta and Oscar get to draw the short straw.

 

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And so it begins

Yes, it is beginning and the quote is not from me, the phrase was used by King Theoden in the Lord of the Rings movie “The Two Towers“, right before the major battle at Helms Deep. It is not the first time it was used, but there is where most get it from. As we were treated a few hours ago ‘The US is making its own 5G technology with American and European companies, and without Huawei‘, in this I have no objection, but the larger image is ignored by those less intelligent individuals in the White House. 

What I predicted is coming to pass and big tech companies are about to face the larger setback in the US. So no matter how this gets warped by players like the Wall Street Journal. In my personal view this step now gives us a clear view, the US will be lagging by 3-5 years in 5G as per now. When we see the article in the Business Insider (at https://www.businessinsider.com.au/5g-huawei-white-house-kudlow-dell-microsoft-att-nokia-ericsson-2020-2), we forget a few items, in the first the US is nowhere near ready for 5G, in the second Huawei is already fully ready for 5G and any nation embracing either temporary or long term with Huawei will get the jump on American Big Tech. Even as “sic infit” (so it begins) goes back to The Metamorphoses of Apuleius, we need to understand that the reference to ‘The Golden Ass‘ might actually apply to certain players in the White House, we need to understand that the push for anti-Huawei sentiments was never doused in evidence, merely non-US paranoia. The world to a much larger degree has demanded evidence from the US, who actually never produced it. 

So as the Wall Street Journal gives us “the White House is working with U.S. technology companies to create advanced software for next-generation 5G telecommunications networks. The plan would build on efforts by some U.S. telecom and technology companies to agree on common engineering standards that would allow 5G software developers to run code on machines that come from nearly any hardware manufacturer. That would reduce, if not eliminate, reliance on Huawei equipment.

And here we see a few points. First there is ‘create advanced software‘, which is only partially true, the hardware is a larger part that is currently incomplete when we look at non-Huawei players, as such the presentation given is one that is debatable on a few sides. Then we get ‘agree on common engineering standards‘, a statement which would have been a given long before any of this started, as such the presentations we will see will be doused in ambiguity and in that format it implies that the US will be being whatever it was +2 years as it will not fill the gap it currently does not. Then we get a larger issue ‘run code on machines that come from nearly any hardware manufacturer‘, which should not be a 5G issue in the infrastructure, they would need to pass on anything on the system, this is a mobile setting. It is basically telling the stage that Apple and Android should have the same code and optionally set the stage to bar Harmony OS, so is this an actual 5G setting or a filtering setting to keep unwanted players out?

Yet this setting is one that is massively dangerous to the US, it relies on Big Tech (Google and Facebook) to enter a new stage where they cannot gather data and merge data in a global stage which would redefine their global data settings and such a delay would be monumental for these two. 

So we get all this because the US cannot provide evidence of optional Huawei wrongdoing? How weird is that? It is actually not weird that the data gathering tools are on the Chinese side now, the US is about to learn that being 4th in a place where they were alone is not the place to ever be, not in this economy, as such setting a stage for segregation now would give them a larger benefit down the road and that is where the shoes get to tight to dance.

There is a decent chance that Huawei is not the player that will be disregarded on the global stage, as such several EU countries are willing to entertain Huawei and with the Middle East and Asia already there, we will see Huawei getting a larger share of data than the US (with 325 million people) represents and that is what the US fears and that fear through the White House will be pushed onto Google, Facebook and Apple, and I am guessing not with their approval, they will have to adjust their models by a fair bit and feel the brint for a year at least (that is if hardware manufacturers agree on standards) and good luck with that part. 

Then we get to look at “the White House is working with US companies, and potentially European companies, to deploy the United States’5G architecture and infrastructure, according to White House economic adviser Larry Kudlow who spoke with The Wall Street Journal’s Bob Davis and Drew FitzGerald“, so not only are they 3-5 (or 4-6) years behind, we now see ‘the United States’5G architecture‘, so not only is it their 5G, but based on their standards and when we consider the stage of AT&T and their 5G Evolution we saw last year, the US (and those who sign on) are in for a really rough ride that might never be 5G, merely a reset 4G+ standard. Of course the latter part is not a given, but time is the one part that the White House does not have and the hardware setting in the US is nationwide too far behind. In this there will be no national 5G in the US for a much longer time. 

As such were these steps even considered by Big Tech who relies on billions of users, not merely the 325,000,000 Americans? With the UK starting now on Huawei and their 68 million people, will that stop Europe? No, it will make them switch against American paranoia and Huawei gets a much bigger boost and this will have a larger impact, as these places go ahead and gain speed the rest of the EU will find themselves in a bind to accept other standards faster and leaving the US in a stage of isolation which will impact the US in several ways. And if you think that the restrictions will work? Yes they will but only to show that those not on the Huawei pool will lag in several stages and there will be a screaming to get Huawei in a larger pool soon enough. From there we will see Germany who is partially  on board and when they see the impact in the UK, Spain, France, and Germany will sway and that means that three of the large 4 will get the fourth on board, that is what we will see in 2020 and optionally 2021 when stubborn people delay, in that stage those who are early on the 5G path they will get a much larger commercial slice of that cake and there will be a massive amount of governments blaming the US for paranoia, in my view I would state that it is all their own fault. 

And whilst nations have their own policies in place are now in a stage where the option to buy the 5G technology and develop their own national cores would be a perfect solutions for these nations whilst Huawei will enjoy the financial benefits it brings, in this their pool of talents and showing a stage of training that is much larger than expected, training these nations in making their own national 5G developers on a Huawei core is a larger play and that is one that brings in the revenue and then some.

All this was a path that the US could have committed to but they do see that the data is the future currency and they do not want to share, the US was the only one efficiently gathering data and their value is based on all this, all that whilst their prospect was ludicrous all the way to sieve based routers on a global scale. The NSA and GCHQ aren’t the only players in the field, the US merely wanted to limit the data drain value and 5G makes it a non place, ata will go nearly anywhere, you merely need to ask Amazon (Jeff Bezos) and ask him where his data has gone to and he cannot answer that question, neither can former FBI agent Anthony J. Ferrante (an FTI consulting joke), as such we see a 4G failure and it will merely get larger in 5G, more data will go anywhere and the US is on board with limiting this as long as they get the data. That is the stage we see and it is not idle speak, there is too much information out there. 

So as we see the events unfold over this year we will merely see that non US success stories will take the limelight showing us just how far the US has fallen behind in 5G. That is the stage we are sailing to and we will see large players in media remaining in denial of that, that is until the evidence of data will open all over the place, at that point the carefully stated denials come out, as well as some claims that 5G is so much more complicated than anything else. Yet, it is a stage where we all see the impact without it hurting us too much, at least not more than it is hurting us now. 

In finality we see a first case where a lack of evidence is still enough to warrant a level of discrimination, did you consider that? We are getting short changed on cheaper phones and internet because the larger players have their own bonus to consider and we do get to pay for that part, we will to a much larger degree than ever before.

 

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Filed under IT, Politics, Science

The time is now

Yesterday, an article in the BBC made me aware of a few items. Now, I was aware to a larger degree of most items, yet I kept it in the second drawer of the third desk of my brain, it was something I took for accepted and then shrug it off, so what changed? Nothing actually changed, but the article seems good enough to take a few items on view.

The article (at https://www.bbc.com/news/technology-51115315) gives us “Google has announced a timeline for implementing new privacy standards that will limit third-party use of a digital tool known as cookies“, now this is nothing new, it was always going to happen, yet we also see: “analysts say the move gives Google more control over the digital ad market where it is already a major player.  To make advertising more personal web browsers collect small bits of information that allow them to create a profile of the users likes and online habits“, the question becomes, is that actually true? And when we see “This presents a core problem from a competition perspective. It is yet another example of Google diminishing ad rivals’ access to data for the stated purpose of protecting users’ privacy“, a quote from Dina Srinivasan, a lawyer focused on competition issues is not really that truthful, is it? Apple made a similar move in 2017 and when we go back in time, we see Google Chrome, Mozilla Firefox, Internet Explorer, Safari, Microsoft Edge, and Opera. Most will have forgotten Netscape who became defunct in 2003, and basically stopped making a blip 2 years before that. We seemingly forgot about the exploitative market that Microsoft had in those days with Internet Explorer and all the crap it added to our HTML files (as did Word when we saved as an HTML file), in those days data in files was still an issue because there was a limit to what we could safe when we were not rich. Chrome was the first to keep our files clean, or at least lacking a lot of rubbish. Netscape was however on a different route, an employee of Netscape Communications, which was developing an e-commerce application for MCI. MCI did not want its servers to have to retain partial transaction states which was a killer for storage, as such they asked the people at Netscape to find a way to store partial options and methods of transactions where it mattered the most, at the side of the buyer, Cookies provided a solution to the problem of reliably implementing a virtual shopping cart, Google found a new way of using that idea and used cookies in the far reaching solution it currently has, they innovated, others merely took on board someone else’s solution and not they are all crying foul. Perhaps when these people had taken the time to innovate, they would have the choice, and the option of two years seems decent, so when I read “advertisers had hoped to have more time before it was implemented” is as I personally see a larger BS issue on timeframes and exploitation, if advertisers are in the now, they would be all about advanced implementation, yet they like their bonus and they seemingly do not like to spend money on investments to counter the timeline (an assumption from my side). 

Google’s director of Chrome engineering, Justin Schuh gives us “Users are demanding greater privacy – including transparency, choice and control over how their data is used – and it’s clear the web ecosystem needs to evolve to meet these increasing demands“, which seems slightly too political to my liking, but there we have it. Business Day gives us “But GDPR also made life harder for a cohort of second-tier adtech players trying to compete with the likes of Google and Facebook. The regulation’s provision to prevent data being shared wantonly with third parties seemed to give the tech giants an opportunity to tighten their control over user data” where we see that this was one of the foundations that led to the end of SizMek, some state that it was DSP Rocket Fuel that ended the heartbeat of SizMek, yet everyone ignores a simple truth, ‘an overcrowded ad tech market with independent vendors with an inability to face serious cost pressures to their pricing structures‘, they all arrogantly believed that THEIR solution was the real one and they all basically read cookies like the ones Google had distributed. You can all claim to have the magic potion that Asterix drinks, but when the truth comes out that he drinks Darjeeling tea from India, the playing field gets overcrowded and when the customer figures out what they get priced for the end is pretty much around the corner of the next door you face.

So as we are told “third-party ad sellers will need to go through Google to get information about internet users. But critics say that is an advantage that makes the market less fair and safe“, in my view my question becomes: ‘Which critics, names please!‘, the problem is that third party ad sellers have no rights, none at all, the rights should be with the owner of the computer, Google (Apple also) are setting (not by their own accord) that stage, Microsoft is using their Azure Cloud to counter the Cookie option on PC and Microsoft Console, but the hard sight is already there, the people who are unable, unwilling and cannot afford to set the stage still want their freebee and they are now starting to complain as they are made aware that their time has ended, even though this was the direction we saw in US politics and EU politics well over three years ago. The EU had their General Data Protection Regulation (GDPR) and everyone shrugged their shoulders stating that it would not happen that fast, yet that was three years ago and now the time has been set back to merely two years to go and the ad sellers are feeling the pinch of the cost they will actually face. Moreover, they are seeing the red lights of career ends. The Verge gave us “an industry that’s used to collecting and sharing data with little to no restriction, that means rewriting the rules of how ads are targeted online“, they gave us that on May 25th 2018, so 1.5 years ago, why is this now a problem? The people wanted this, ad soon it will be here, Google has not been sitting still updating their systems accordingly, and as such we see that the flaccid and non-concerned rest is now looking at a deadline a mere two years away. When we look to the larger field we see Criteo, LiveRamp, Trade Desk, Rubicon, and Telaria, all losing value as ad-tech providers, yet the opposite could also be true when they offer to the customer a value, a value where most ad-tech companies never bothered going. Yet the power of any ad-tech was never the cookie, that was for the most merely the revenue. They had 5 years to consider the power of ad-tech and they didn’t. The power of this is basically engagement. Facebook showed this year after year and now it is out on the larger field, those who engage will survive, the rest will end up on a dog eat dog football field and a few will survive but only as long as they push to the next hurdle and make it, if not they will end up on the obituary page (just like Netscape, however Netscape ended there for other reasons). 

I wonder if that is why Google is so adamant about its stadia? It would get a massive tier of small time developers creating engagement content to be released on mobiles. That i me merely speculating. 

Still the words of Dina Srinivasan are not entirely without merit, she gives the Facebook issue (at https://www.wsj.com/articles/yale-law-grads-hipster-antitrust-argument-against-facebook-findsmainstream-support-11575987274), and she makes a good case, yet the history of certain players need to be taken into account. Even as she was her own misgivings about the evolution of the digital advertising market, history had been clear, some of them basically did not bother, they wanted it handed to them for free and in the beginning they got away with it. And she made a point with “How could a company with Facebook Inc.’s checkered privacy record have obtained so much of its users’ personal data?“, yet equally we need to weigh this with the words of U.S. Attorney General William Barr. He gives us “he is “open to that argument” that consumer harm can exist through the use of personal data, even if a service is free. “I am inclined to think there is no free lunch. Something that is free is actually getting paid for one way or the other”“, which is what I have been saying on my blog for around 4 years, so happy to see people wake up in January 2020. So when I see “Ms. Srinivasan would prefer that Facebook be forced to change certain business practices, including how it tracks users when they are off the company’s platforms“, I wonder when they give account to the small truth that Facebook is a free service for a reason and they are no longer alone in this, you are going after the large players when they are in the largest danger by losing slices of that revenue pie to contenders elsewhere in the world (EU and China). 

Whatever you want to do is fine, but realise that it will put a large group of people in the streets without a job, I am not against them losing their job, but that revenue and that data will also flow in other directions and that is the one part that all players (with political support) are trying to counter as much as possible. I wonder if they will succeed. The weird part is that if this group had been properly taxed 3 out of the 5 major issues would also fall away and in that view a workable solution could be pivoted to.

 

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Twenty twenty is visual

Yes, we are in the new year, yet this year (according to Forbes at https://www.forbes.com/sites/zakdoffman/2020/12/29/us-and-china-technology-conflict-heres-why-2020-is-so-critical/amp/) will be a lot more critical than anyone thinks. Yes it is about Huawei, however not in the same lame way that the US administration brings it. Here we see: “Huawei has 42% of the huge Chinese market and more than 25% of the Russian market to get it started. Then on December 28, China’s state media announced that its “Beidou” alternative to America’s GPS satellite navigation system will be completed“, now this is a different kettle of fish. It is not about government intel (in a way it is), it is about who gets the data and the lies that seemingly originated at the oval office are now no longer about ‘the chinese government connections’ it is more about how the US government is not getting the free data that they have had for so long, moreover as we take notice of “But Beidou—“Big Dipper” in Chinese—will not stop at China. It will focus on converting markets in South East Asia, Africa and Eastern Europe, price- and investment-sensitive markets” we see a much larger concern for the yanks, they are at risk of gaining access to a little over 50% of all given data by the end of 2020, that is something to notice, and in my view they had it coming. They make one accusation after another and never show any data to support it. Even now (yesterday) as we see the number of links of TikTok and data, I was able to find well over a dozen US sites where the advertisement of the TikTok app continues, one is called seemingly hypocritical national security (I actually do not know the Tik Tok situation), the other is money and money trumps Trump.

I am baffled why the US would think that this free reaping would continue, I am actually amazed that Russia did not have its own version of software ready. We even see “Russian President Putin described the U.S. campaign against Chinese technology as “the first technological war of the coming digital era.” His point was that this is the start of something much greater and more significant“, he is right in more than one way. Do you think that I would offer my IP to the US when I know that I am getting lied to? I wonder how large the failing list is actually hitting Google and Facebook, the fact that people are intentionally getting misinformed should show up in their numbers as well. For those who have no real affiliation to Social media, China is becoming more and more interesting, the moment that it has a real Facebook equivalent, we will see a much larger jump. For Google the mess is not that big, YouTube is an engine that people cannot live without (pretty much the medical condition is ‘acute VideoitisfromYoutube failure‘) so as we cannot get treated on that, we will continue in the YouTube realm. I personally believe that if the news was a year ago that China was launching its own services the news would have been accepted differently, the entire ‘China is all about spying through Huawei‘ got us on the wrong foot, just like Iraq, just like two other events afterwards the US have been handling billions of free voices and the free voices are through with a lying party like America.

So whilst we take notice of “For China, it will increase its independence and influence. For the U.S., its grip on key standards will loosen and for some of its key players there are risks they could loose material market share“, that is the ballgame, the ‘loose material market share‘, until the beginning of the internet, the US has never had an equal in this fight and in the economic place they are now they are scared. Consider the interest on $23,000,000,000,000 all whilst they are facing a technology user setback of 10%-25% in the first year, and as Asia, Russia and Europe start folding away from the US solutions the interest is impacted and can no longer be paid, for example try the Apple solution for $1749 (down from $2365) and as things ‘suddenly’ become affordable for the people, think of how the population reacts to the coin grab of 2010-2019 when they were trying to make ends meet. This technology wave will follow an anger wave that the US is unable to stop, and beyond that, Huawei has a much larger base soon enough. In Saudi Arabia Huawei was able to set the stage of a strategic memorandum of understanding, healthcare is only the first step and as it shows the progress it will entice Egypt and India, at that point Huawei will achieve two paths that the US only hinted at and sneered (their version of enticement) for well over 10 years whilst never delivering. The people who decide things saw no eager listing to pursue, now that the numbers are getting called in 2020 and 2021 the game changes and there have been too many lies (oops, I meant ‘intentional misrepresentation’) coming from the US players.

And as the EU gives us: ‘European Commission chief Ursula von der Leyen voiced skepticism Friday over involving Chinese tech giant Huawei in the rollout of Europe’s 5G networks amid concerns its equipment could be used for spying by Beijing‘, we see that optionally the career of Ursula von der Leyen will be cut short too. She might be the President of the European Commission for a month now, but I am certain that her history lessons included the time when we hung those who hid behind ‘befehl ist befehl‘ and even now, as we traverse that time, the US will not have any dimes to sit on, those spreading the US message without evidence could be demanded to be called on, even now as Germany (and India) are moving against the warnings of the US, warning that have never seen any real evidence since the beginning, will now have a coin marker, people like Ursula von der Leyen will see that as other European nations demand evidence, their place in the hierarchie will seem unholdable, held together by US promises that they will fall back on and fold on when the moment is nigh. That is the ball game for the US and the Europeans will not have alternatives, especially as Nokia is showing several cracks in their veneer, as their 5G outlook changes and as the backlash of bribery scandals, the US will find themself in a stage that is not holdable, and they are not alone, Ericsson is right there next to Nokia when it comes to scandals and the US was not ready for that. The impact will be larger than they expect and that part will bite too. When the EC members will look towards alternatives and there is only Huawei, they will shift gears and give the boot to whomever supported the US and stopped them to get their bonus, people are easy to anticipate in that regard.

If only there was direct evidence of the US claims. There was a reason why I used the Colin Powell and silver briefcase example in the past, there was no way around it, the game that was being played was short for whomever was counting the cards and too many were out in the open, the US had two plays left and they chose the wrong one. That becomes more and more clear when we look at the actions of Sony last October, that setting changed the anger levels of Third Point to some degree, and as I cannot tell who was right, the fact that Daniel Loeb lost out against the Sony view ”no concrete proposals to improve the business“, who is eagerly spending a billion to get on the market is a larger issue than you can imagine, the Japanese government has a larger stake in all this then even I can surmise. Japan will have to take on a few players and they are behind (really behind), yet they are all in it to win it and their ego’s will collide, the US will have to find new areas to push against and as we see that this is being fought, we also see the American dream is under pressure of failing and that is one concrete version why the american corporate views are not what they are surmised to be, it will be a stronger difference as the year progresses, but I reckon that half way, when that American super villain Taxman has to give documentation as to the values it holds dear (numbers on a spreadsheet) we will see additional cracks, there is only so much that people will live for and the US has no reserves, it lost those a little over three years ago as the debt kept rising. In this as we saw one month ago that “Dan Loeb sharply boosted its net long position in equities,’‘ we will see managed bad news over the next 6 months that will reduce that position (as I personally see and anticipate), that will be the first (of many) cracks in all this and China is not merely a crack in their armor, it is a flaming hole the size of the Grand Canyon. And still my IP is outlasting theirs as they have no idea what they should have been looking at, it is becoming more than a spreadsheet user versus a visionary, the US status is becoming a spreadsheet user to someone who does not comprehend a cross tabulation, and that is not a situation that the US can hold up. 

In this all these solutions give China an advantage, because as we see more and more dubious statements from people who caress the limelight, we also see that the chinks in their armour are lighting up and that is where Russia and China only have to ask: ‘what is that?‘ (pointing at the chinks) and those people will not have the setting to answer. 

It is a stage we have not seen before and will not see again any day soon, but in 2020 it will matter, it will drive the global population away from any American solution. They will only have themselves to blame soon enough, they vied for it but will do anything to make anyone else pay and the people are taking notice, they are no longer willing to take the idiocy and the current American administration made it happen, at least that part has no push towards previous administrations. When that happens, the loss of revenue will increase faster and faster and all others are ready to step in wherever they can, I am happy I have no stake in any of the American hedges, their national product is about to lose value and a lot, I merely wonder how long it will take, as we saw in several situations in 2008, the $1.1B bill to Moody’s was paid without hesitation, I wonder what and who will delay the news this time around and those who got out late, will they have any recourse? I reckon not, at some point we will see certain academics make a statement that the technology sector was too complex and too covariant to clearly see any pattern emerge, at that point whatever rating existed will be thrown out and as we see that, the people will run to any technology that has proven themselves and at present that is Huawei (and Huawei only), that is the part the US is unwilling to see, even as we see the Verge (only three weeks ago) give us both “T-Mobile has been saying it’s got a smarter, sounder 5G strategy than both Verizon and AT&T” and “They also won’t support 5G on other networks, so if you switch carriers, you’re hosed” implying that there is no real 5G standard in the US and they are all merely marketing 5G whilst not having any real 5G (my personal view) and the Verge supports that view I have (at https://www.theverge.com/2019/12/16/20997594/tmobile-5g-600mhz-low-band-speed-tests-oneplus-samsung) when we see “you’ll never get the speed thrill of downloading an entire movie from Netflix or Prime Video in seconds“, all whilst the 5G advertisement is about that part alone, we see the hose job in the making and in 2020 that will not be tolerated by the people, in the US there is no alternative, yet Europe, Africa and Asia have other options which enables Huawei and that is the short play that the US is not ready for and the EU people are about to get a dose of reality soon enough, when the MoU that Huawei has signed show actual progress, Europe will run towards whatever shelter they can whilst ignoring the pleas from the USA, it will be that simple, people like Ursula von der Leyen will run towards what pays them and what keeps them safe, warm and dry, they will soon see that ‘befehl ist befehl‘ fell short the second time around too and at that point they will enable whomever has the technology and America is about three years late.  

It is the biting reality that 2020 brings, whilst the vision of twenty twenty is negated at every turn whenever possible and it is the ‘whenever possible’ part that will fall short soon enough (sooner rather than later).

 

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Branding

An Apple original, a Netflix original, Stan presents and so on. This is the view I started this morning when the trailer ‘For All Mankind‘ hit the screens. The game has changed and the value of IP has gone through the roof, finding quality IP is going to take on a new level of interest. Not merely finding the IP, getting there first means something now, it is a new form of Armistice and it is a game designed for all the creative Masters of Art out there. Yes there is the anticipation of new hits and movies we want to see. We look forward to people like Nicholas Cage (Primal), and Robert de Niro (The Irishman). Yet it goes further than that, the amount of movies that are popping up with references to ‘Basically, How to Write a Netflix Original‘, we see new cash cows coming into existence. Yet the basic need is not to write the story, it is to have the idea in the first place. I can, at any given moment drum up a new story; I have been writing my blog for several years now, creating over 1200 articles. All the articles have news references and have references to events, but creation was key! And that is not the stage, the stage is not the Wall Street journal (at https://www.wsj.com/articles/with-chips-down-saudi-arabia-finds-little-goodwill-in-the-u-s-11569495606) giving us: ‘With Chips Down, Saudi Arabia Finds Little Goodwill in the U.S.‘, this is a given and required little creativity, yet the creative eye will spot beyond the quote “Two-thirds of Americans now have an unfavorable impression of Saudi Arabia, according to a Gallup Poll earlier this year, the highest percentage the survey group has ever recorded for the kingdom. It is higher now than it was after Sept. 11 attacks, in which 15 of the 19 hijackers were Saudi“, it would be able to see that the anti-marketing machine that even included the United Nations (the essay by Agnès Callamard), where even with a lack of evidence the Saudi Arabian crown prince was painted as the guilty party, Eggy Calamari even gave us: “The killing of Mr Khashoggi thus constitutes an international crime over which other States should claim universal jurisdiction. I call on those States to take the necessary measures to establish their competence to exercise jurisdiction under international law over this crime of extrajudicial execution,” we cannot deny that the likelihood that the life of Jamal Khashoggi was ended in an unnatural way with a certainty approaching 100%, no one denies that, yet the who remains an issue and the reference “for which the State of Saudi Arabia is responsible” can only be made through circumstantial evidence (and it still remains dubious at that), whilst the use of that evidence leaves too many gaps, giving a clear failure as ‘beyond all reasonable doubt‘ is not met, yet in opposition these same state facilitating players have ignored actual evidence of Iranian actions of assaults and bombing of Saudi Arabian civilian targets. As such there is a creative engine in play and that engine is targeted at Saudi Arabia (the connections will make sense soon enough).

The actions by the UN to stop escalation with ‘US-Iran tensions escalate despite UN efforts‘, gives us the light that clearly produced evidence is ignored and shunned by the UN, giving us the stage that the discrimination of produced evidence is set aside, the western media to a larger extent has been accommodating to that, in the one case where the Washington Post could get a reprieve, even now when we see mere hours ago headlines like ‘Iranian president: US should end ‘maximum pressure’ policy‘ and ‘As tensions boil in the Persian Gulf, Iraq seeks to rein in Iran-aligned militias‘, we should notice that the Washington Post has gone to extremes to keep the mention of Saudi Arabia as a victim to an absolute minimum.

It is a new kind of branding, it is anti-branding. The western world is scared, too scared at present. First there was Huawei that has the hands on the largest bulk of 5G IP ever made, and it reduces several nations to an Intellectual property joke at best, the cream of all 5G patents is in the hands of Huawei (China), in this Reuters reported less than 12 hours ago ‘Huawei already producing 5G base stations without U.S. parts‘, more important, in 2020 that production line will be doubled, add to that that Norway is not siding with several EU nations not to block Huawei as a 5G solution has the US on the ropes, they are about to lose billions upon billions. It is the price of iterative complacency and it scares Wall Street. You might think that I switched topics, but I did not. There is a clear line.

As Saudi Arabia is more and more committed to build its Neom city, Huawei is now ready to implement their 5G solution and that pushes Saudi Arabia forward in ways never seen before. The academic consideration that Neom City will be on par with the latest Silicon Valley solutions has never been seen before and as that trail picks up speed, the IP consideration will be passed to other regions too, at that point IP firms registering their patents and Trademarks will rise in China and the Middle East even further, it is exactly the play I had in mind when I created my IP and even now I am looking at a golden parachute the size I never held possible ever before.

All this still reflects on the hindrance that pushes these technologies and there we see that Iran is becoming the larger problem in several fields. Even now, as we see projects grow, we also see the larger field that is fuelling this endeavour. The National gave us “Neom’s contribution to the kingdom’s GDP is projected to reach at least $100 billion by 2030” and that is a pessimistic view, as the 5G boundaries are met in Saudi Arabia, there will be a growing workforce trying to get their 5G apps on the ground as this could fuel millions in revenue for any app maker that makes it, and the most important part in this is the fact that being there first gives a lot more benefit for a longer amount of time. This path gained momentum as Huawei started to cater to 5G needs 6 months ago in both India and Pakistan, for Pakistan the middle East and in particular Saudi Arabia will give rise to more apps, better apps and stronger commerce; yet it is not merely in Saudi Arabia, the United Arab Emirates is also pushing for this boundary, as is Qatar. The experience in app making will spread form Pakistan further and further giving these entrepreneurs’ futures they themselves never thought possible under the stage of 4G and it makes them all hungry for success.

Creativity

It is there where creativity and needs interact. Whilst the arts are claiming a larger group to write idea’s for streaming TV, the creative engineers are pushing new telecom boundaries in 5G, setting a stage for a new kind of facilitation, one that is not limited to the iterative community, as they were trying to cater to the needs of guided anticipation, the innovators are going where iterative makers did not consider to look, 5 of my IP trains are on that track going decent for now, I still have a little more than 2 years to set the final stage, whilst the stage is curving to my desired needs more and more. That we see when IT Wire gave us ‘US seeks funds to remove Huawei, ZTE gear from rural providers‘ only 2 days ago.

As we see the quote: “Legislation supported by both sides of politics in the US seeks a sum of US$1 billion to help small and rural wireless providers replace equipment made by Chinese vendors Huawei Technology and ZTE Corporation“, we see a growing failure in the US. Don’t get me wrong, the US is allowed to do what it is, but instead of fuelling innovation forward, it is wasting $1,000,000,000 to remove rural equipment, whilst the supporting quote “helping small and rural wireless providers root-out suspect network equipment and replace it with more secure equipment” cannot be met with evidence on any level. Even the term ‘more secure equipment‘ is a grey remark open to interpretation, all equipment form 2018 onward will be more secure than the equipment that was installed in 2012, even with the latest updates this statement remains true, as this is the nature of the technology beast. What is adamant in all this that the lack of security in Huawei equipment was never proven other than one specific 2011 example, an issue that was apparently addressed and settled in 2013.

Even now, no espionage evidence by China was ever given in any way, shape or form. As I personally see it, this is all about economic foundations and progress and the non-Chinese solutions lack technology, innovation and quality to compete with China, now that the Middle East and Europe (to a larger degree) has allowed Huawei to get there, they will reap the benefits of it all, consider that over the next 5 years Neom city, block by block will be 5G ready whilst the longest changes in most parts of the world will be still upgrading, it will create a clear need for to use what is available and now we get to the union of both.

As we see the testing grounds of Saudi Arabia being there, the makers of streaming services will have a place to test and create 5G IP (or was that create and test). We have seen Hollywood, Bollywood and now there is a case to be made for Neomwood as well. If Saudi Arabia plays its cards right, there would be the stage for implementing and creating 5G streaming services and the creation of originals (to some extent) of TV series, shows and movies. People seem to forget that there are around 2 billion Muslims in the world, and the ability to cater to 25% of a global population, whilst the other creators have neglected this group offers a larger opportunity than most people realise.

Even as we accept the story of the 60’s where in the new production called for all mankind we see the stage and setting of the first woman on the moon, there is nothing stopping the Middle East of creating Islamic series that are about furthering their goals on the big screen and the little screen. The lack of actual quality TV in that regard (as far as I can tell) becomes more and more visible. There has been great controversy regarding the TV series Omar, I understand that thousands are stating that the show must be stopped because they believe such depictions are forbidden by Islam. Yet there are other ways to give light to Islam, to educate the non-Islamic community, and I believe that a larger stage could become apparent there. Also, the entire stage of soap series is seemingly ruled by Bab Al-Hara, a Syrian show by Bassam Al-Mulla that has been going on for 10 seasons, as I see TV watching people, they are never content with just one series and to be able to stream globally on 5G will be the larger need soon enough, owning the studios, production, IP and delivery will give whomever gets there first a much larger cut of the winnings and they can be huge, especially with 2 billion Muslims looking for more. I am still smirking (on the inside) to seek a way to make my idea: ‘How to assassinate a politician‘ a reality and optionally get it selected for Emmy and Oscar’s consideration (that is how I roll, never stop dreaming). In this, as I stated several times in the past, the slogan of FX (a filmmaker) is the best ever: ‘The story is everything‘, it is the holy grail that Apple, Stan, Netflix and all other streamers, as well as all other forms of medium are pursuing, it comes from creativity and as creativity overlaps from creation to technology we see a much larger shift in innovation, Whomever doubts that look at Big Brother and consider why it was a success. The overlap of technology, innovation and creation is a direct result of that is something that John de Mol Jr. saw immediately, it took a little while for me to catch on and it was an eye opener (I personally never liked the series, but I admired the approach of innovation and technology towards creation), now creation drives innovation and technology (as it should), yet I also accept that this interaction tends to be symbiotic and the direction of these streams can go in either direction making it the closest to a perpetual system, in this iteration will be the death of it and that is why I have been frantically against iterative designers.

In this, branding has been too much about iteration, Google and Huawei being the obvious exceptions, yet they are at present still the exceptions to that rule. I see that branding can be about innovation, but not the marketed innovation that Apple claims it is. Innovation as Heineken marketing shows it to be is a much better example, even as their product has not changed for the a longest time, their marketing has been on the edge of what is possible for over a decade, if we can keep creativity on that scale we have the making of long term success, no matter what field we move in, that is what the US fears, as innovation grows through Huawei, they see a dip that turns into a revenue canyon, the lack of forward momentum. Even now we see how economic momentum in the US is lost, whilst their IP investments are at an all-time high. If IP becomes the currency of a nation the UIS is indeed in a dire position and their stalling and delays of 5G will not help them, it is exactly in that part where we see the anti-Huawei weaves becoming a disaster for those embracing a non-Huawei solution. The fact that the hardware is not on par with Huawei is one part, the implied accusation ‘But Can They Scale Operations Timely‘ is a much bigger danger, as the markets evolve, scalability will be key and in that (for now) Huawei is far ahead of the others, making any non-Huawei advantage short lived, in addition to that part we see the earlier mentioned solution that Huawei is on the road improving and upgrading the base stations without US parts, when that one hits the US economy will take a much bigger hit, and as latency and delays add to the 5G part, those who want to be at the head of streaming will need to consider where they will be running from, as I see it there is a case to be made (to some degree) for Neomwood, when that happens, the revenue streams will change even further giving the US to live with the realisation that the entire Huawei war was the worst of all idea’s, especially when there were alternatives and especially as the security risks have never ever been proven.

I believe that due to data options there will be a larger change in trademarks in the next 5 years, also in that regard IP will decline in the US a lot more, as data is key, any delaying factor to 5G will have larger impacts over the next 24 months. Those who want to be ahead need to select what gets them there and not listen to fabricated fears and speculative events that have so far not been proven. As creativity shows, those who can dream the new stories, those who can consider the next idea will be catered to, because if the story is everything, the value of a poet and a writer outpaces the accountant by a lot. We can get all kinds of accountant a dime a dozen, yet how many poets are there? How many story writers and story tellers are out there who can spin a story that makes you sit down and relax? Consider what you watch on streaming services and what you are willing to pay for, now consider where the market is and you will see a large gap, a lag that was ignored for the longest of times. In 2020 alone we see a need to invest close to $50 billion, $6 billion by Apple alone for start-up; do you think that there is a higher need for a book keeper or someone who can create a story? As WarnerMedia buys back the old TV series Friends for $245 million, ready to spend $11 billion on content this year alone, how much are they willing to pay for an original idea?

Branding starts with a dream, or a thought that is actually original, how much originality could we find in the Islamic world that has ignored that path for decades? It is a path exploring, especially with 2 billion optional content customers. A path to a larger success that is currently written off through the fear mongering of governments and media needs, whilst there was not ever a need to do so; the facilitation of iteration pushed non solutions and whilst that happens, originality in content and technology will take a backseat to facilitate to the people who no longer should have any voice on the matter, their need to delay and slowdown innovation made it so.

 

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The first changes

We have arrived at the point of the first changes; the next 12 months will give a much larger view of the consumers and the changes that they are willing to accept. The Huawei P30 Pro is the beginning of this; at $1249 this choice is a lot cheaper than its competitor Samsung $1849 (a difference of 32.5%, whilst the Apple at $1999 will set you back an additional 37.5%, this adds up to a lot! Yet the price is not the issue, the fact that the Huawei now comes without YouTube, Google Maps and Gmail among other software, it also does not feature Google’s Play Store. It is an Android game changer; Huawei has pre-loaded new alternative apps of its own. It was the step we expected, the trade wars with China and the persecution of Huawei and the discrimination against Huawei was actually THAT stupid. Now that we are confronted with the changes we will see a new optional change. When an equal mobile is well over $500 cheaper we see the changes that matter. As the people get accustomed to other apps, apps that replace social media solutions we see a shift of consumers, I personally believe it will be a lager change. I do recommend that there will be an upgraded LinkedIn and a new Facebook available, yet there is a situation where the Asian population in Australia will embrace the Chinese solutions, there is in addition a larger need for affordable phones, so there will be a larger shift. Yes, most will hate being without Facebook, yet the credibility Facebook has lost in the past, the people might just keep these solutions on their laptop/Desktop. Yet there is already word that Facebook, Instagram and WhatsApp would all be available via Huawei’s own store, called the Huawei App Gallery, so all is not lost, but the fact that Google will lose millions of people who will now go via the Huawei App Gallery is almost a given. The BBC (at https://www.bbc.com/news/technology-49754376) also gave us: “He added that the firm had set aside $1bn (£801m) to encourage developers to make their apps compatible, and said more than 45,000 apps had already integrated the firm’s technology. But he did not name any of them“, so $1,000,000,000 to corner a market and get a handle into the Chinese app user market. It will be found and it will create momentum. I changed my mobile less than a year ago, so I have no need to change for now, yet there is every indication that the upgrade to a new Android version will see me change as well and why would I not do that? Perhaps I am part of the population that thinks “Maybe they’re just trying to ride it out in the hope that they eventually get access to those Google services later“, I am most likely on that fence, however when I check the amount of options that I desperately want on my Mobile, I am limited to WordPress and LinkedIn, and they are not essential, merely a nice to have on my mobile. I can do either on a desktop. I am not alone, as thousands will shift from one side to the other month by month, Google will feel the pinch. Consider that there will be a close to immediate shift on YouTube metrics, implying that the Google Ads department will start requiring new metrics to keep their push going, we see a larger impact on Google, it will not be immediate, but it will be there and growing from the beginning, even as Google and the US will debate on how wrong the metrics are, they too realise that the American corporations will see the impact on their business, it will be visible and direct, merely because a war on greed by flaccid politicians and surpassed technologists was stated to be in denial.

The US did not to its homework, it neglected the choirs they have and are now pushing their losses on other markets. Even as we contemplate what the impact of “side-loading” Google’s apps onto the handsets and that phone store staff would advise customers how to do that. They are wondering how it would limit its impact as long as the usage impact remains close to 100%, when that falters a few times the consumers will be offered alternatives that are 100% and that is where we see the shift towards Chinese commerce.

Now that Huawei has been informed on my 5 parts of IP (hopefully bringing me decent funds too), there might be a larger shift as the issues in 5G cybersecurity and propagating 5G commerce is still lacking at least 3 elements, I feel that I will win in the long run. All the players that are behind ‘T-Mobile gets closer to launching nationwide 5G on low-band spectrum‘, I have seen that Sprint, T-Mobile, Vodafone, Telstra, as well as BT have not implemented certain parts and even what they designed lacks certain small business needs, as such I feel a lot more confident on my IP. They had 3 years to look at it and they have the same short minded and shallow approach to business ignoring the Small businesses (a little over 400 million of them) to the larger degree. All elements that were clearly visible moved from the 4G premise of ‘Wherever I am‘, to 5G ‘Whenever I want it‘, that failure alone gives Huawei an additional push. As the numbers rack up towards Huawei and Chinese innovation, we will see a larger change towards the business needs and so far none of the non-Chinese solutions have addressed these changes.

As the Chinese app user market explodes in activities between now and December 2020 we will see a larger shift. With Huawei market share at 19% and Oppo at 9.5%, we see a larger growth towards 5G, as Apple is now declining to 37%, we see that Apple in 5G will lose close to 15% all these parts matter, because it does more than increase the market share for Huawei, it actually gives China a larger option to grow in a few directions that it had no real option to grow in previously, the anti-Huawei steps were THAT stupid and now we start seeing the impact. The only way to stop this is for American brands to start offering their phones at the same price as Huawei is. And that is how we see it, Google took that step and offered the Pixel 3XL at a mere 16% extra and that might be a reason to switch to Google, but in the end the others are now pushing themselves out of the race quicker and quicker.

There is a larger need to consider, as the US is getting its thanksgiving and as we are all facing Christmas (and the Dutch will get Saint Nicholas as well) the consumers will have a limited option, yet an essential need to tickle themselves, when you consider that place, would you accept the $1249 that gives you what you need, or would you spend 37.5% for what others market you towards your needs? When you realise that the essentials can be done on the smaller budget, in a time when budgets are still tight and the dangers of recession remains, can you really afford to spend those hundreds of dollars more?

The bulk of the people I know cannot afford them, they often will accept a more expensive contract, yet in the stage when 5G is about to come, would you really want to tie yourself down? And when all the small business owners realise that the current stage will hurt their business for 2-3 years, would they really want to take that chance when the commerce slice is the one everyone wants, at that point can they tie themselves down?

The first changes are here, but they also signal larger changes towards a stage where commerce will be the deciding factor and the bulk of them merely looked at their needs to sell, they to a much larger degree forget to consider what their consumers needed in the 5G environment, that failure will rear its ugly head soon enough, as I see it, Huawei is finding themselves ready for that shift. In the end that is the third stage of innovation that lazy Americans ignored, I wonder how much that will cost them this time around. As I personally see it, 400 million small business owners was too large a group to leave in the cauldron of non-decisions, yet that is exactly what they did in Europe and the US.

Forbes

So as Forbes gives us ‘Shock New Google Warning For Anyone Buying Huawei Mate 30‘, we see how the writer Zak Doffman gives us (at https://www.forbes.com/sites/zakdoffman/2019/09/20/shock-new-google-warning-for-anyone-buying-huawei-mate-30) “Despite impressive hardware innovation, the media write-ups went straight to the lack of full-fat Android, the lack of YouTube and Gmail and Google Maps, the lack of the Play Store” which opposes the BBC, who did give clear mention and as implied so did Huawei. So there we are, already we see issues with the media bringers. After that we see the barricade “24-hours post launch, the reality of the Mate 30 is firming up. It seems highly unlikely there is any Google workaround” yet the reality is that these users get a first glimpse that it is possible to be without Google on their mobile, we do not have to get bothered every minute on news we did not need. In addition with a functional browser we still get what we need, we just will not get it via an app (for now), and believe me when the numbers start slashing into the Google needs, they will want a workaround as desperately as possible. The writer even ends with: “And so for any of you enamoured with the Mate 30 hardware who can live without Google for an unknown amount of time, maybe this is a risk worth taking” which is at the heart of the matter, not the heart we choose and not the one Google choice, because when the numbers start proving that there is real life after google, those numbers will give growth to an exponential growth of people accepting Chinese apps and accepting non-Google solutions. I feel certain that it will happen, merely because the browser is still going to be there and it will show that there is a larger need in people, even if it is to show that the want to prove that dependency on Facebook and Google is a solution, even if it is a mere point of ego, they want to prove that they are not the slave of their mobile. That alone will be a driving factor as well.

No matter how we slice it, within the next 12 months we will see an almost polarised population, those who want the best and fastest and those who need some Google solution, both will have their own validity and merits, yet in the end as small business owners see that Huawei 5G solutions can cater to both, they get to win and that is the real victory, soon thereafter the US will change the blacklist, the moment that there is a clear invoice to the losses and Google will hold the US government accountable to these tax deductible losses, at that point will we see a strong push to find some middle ground, the US will have to give is with every additional billion dollar loss and market shift towards China. They basically have no options left, their inability to deal with Iran is one view, their inability to deal with Syria is a second stage of evidence, and within the next 12 months we will get several other pieces of evidence get released to the larger audience. And that is not the end of it, as the cases regarding Pacific Gas and Electric Company, Purdue Pharma, OrbCare, Insys Therapeutics Inc and their bankruptcy issues are rising, they matter to the regard that the US government is seeing the pinch from 3 directions at present, and that is only whilst California is able to keep its head above the waterline. All these impact are also the impact on 5G propagation, installation and implementation. When you doubt that, consider the Government tech source hat gave us “5G won’t roll out to much of Southern California for a few more years, but companies such as Verizon and AT&T are beginning to install the necessary infrastructure, including those small cells pole by pole, across the region” last April, the fires and other calamities only made things harder, so whilst we see the FCC stepping in, we only see more hindrance for these people, not less and that is the impacting issue from Pasadena to Huntington Beach, and that is only the most visible one. The infrastructure is getting a second hit as we are shown that “the Federal Communications Commission is now restricting how much cities can charge the companies to install equipment: $500 for up to five cells, $100 a cell after that and a $270 annual access fee for each cell“, it is a loaded issue no matter how you slice it and whilst they are trying to figure out how to resolve it, the truth of the matter is that Huawei had this issue solved already and that is how California (and other states) end up getting limited 5G for 2-3 years, all whilst the Huawei case is growing more and more outside of the USA. It is a situation where the technology is not up to scrap and the diminished amount of funds available allows for no alternatives either; now add to this the consumers shifting to some degree away from Google who relies on Google Ads more and more and a near perfect storm is created, a storm that slams the US and gives growth upon growth to China and Chinese interests.

As the EU is accepting Huawei and as Huawei is now embracing a shift towards cloud systems, and as it grows the needs, and sets the growing stage towards 21Vianet, we see a much larger shift and in all this, the first changes brought a push in directions we never considered before. It was only a day ago when Microsoft President Brad Smith requested that the United States should end its blacklisting of Chinese giant Huawei Technologies, we might not realise it, yet the changes allowed for Huawei to look into a partnership with 21Vianet, which will directly impede Microsoft Azure business that is not in Chinese hands (outside of China), in this stage 21Vianet will have a direct option to offer services to European players, as it will not be their solution, but a Huawei solutions and the group of small businesses that are in Europe (a nice slice of 400 million companies) they too will select ‘the other’ Chinese solution. All instigated by a Huawei war that was not based on facts or on reality, it was to address the need of greed and now that it bites back, the US will find itself at the dinner table where only humble pie is to be served. When they buckle (and they will) the shift becomes larger and faster, because at that point the consumers will have the additional questions that will be met with denial on every level conceivable.

Huawei would need to do one additional thing to make that wave a lot larger, I wonder if they will do just that before the end of this year.

 

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