Tag Archives: Apple

July 19, 2025 · 22:54

Creating a new stage

That is what happened to me. In a near instant I created a new kind of RPG (all developers make that claim) and what triggered it was an image of a futuristic building it looked (largely) like the imperial city in Cyrodil, but it wasn’t. This set my brain on a side trip. What if the main character (the person you play) has two sides? A waking stage and a sleeping stage and in that instant we could ‘complicate’ matters. So in one setting you are in a renaissance setting and you get to start there. Story like any RPG, and it is the setting that matters. And whilst you are going through the intro, you get to embrace how you work the game (nothing spectacular). And as you go through the working of the game, you get introduced to some of the background of where you are. There are multiple stories in line (unexplored as of yet). But the kicker comes when you are at the fatigue point and you need to get to sleep.

This sets up the second stage, in this setting you are in a different place. A very futuristic space. Centuries ahed from where you were and if the first place is the 14th century, the second place is a thousand years later. It also comes with ‘issues’. The game will set the new hurdles. If you favored the bow in one, you become a sniper in game in the other. The several blunt weapons will make you a cop in the other and so on. There is the idea that tomes and scrolls open missions and storylines in the second game and visa versa. I am still working out the settings in my mind, but the idea that you ed up with two games at the same time and they are connected is something new. The idea is to get the storylines will also set you in doubt of what part of the game is you awake and where you are asleep. It doesn’t really matter, you could be awake in both, but the setting that one triggers options in the other is basically new and not always useful and you play, but there is a novelty on the setting you cannot avoid. The second setting is on how it works in the other direction. In the future we have memo’s, mails messages and other means of interacting, but they would open missions and quests in the first game. There are still a few issues to think through and I feel good about it, but would it work? It has never been done before, that is for sure and I feel good about the idea, but it is not about me. It is about the IP and getting new IP out there in the gaming world is (as I personally see it) important. More important we see all these ‘big boys’ like EA, Ubisoft and Bethesda ‘dragging’ their feet for years and in under 8 months I placed at least 4 new games in my blog and handed ideas for Ubisoft to expand their arsenal using their old games. As such I wonder who the actual game drivers are (I believe it is me). 

Still, this idea has merit and I will need to see through a few more iterations of this idea before it is even close to ready for development, but I will keep my head high and struggle through the ideas I have. 

Have a great day and enjoy this Saturday.

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June 24, 2025 · 19:51

Stupid people

Yup, that is what we are surrounded with. So lets get to it showing WHY I think that the bulk of these people are stupid. Because there needs to be a reason, doesn’t there?

So before I start with the article, let us get a little refreshment. I have taken a stand as early as 2014, and this article I wrote on October 13th 2017 called ‘Strike a match’ (at https://lawlordtobe.com/2017/10/13/strike-a-match/) gives us: 

“So, when was the last time that a corporate CEO got time with a national ruler to discuss national taxation? Because that is exactly what Tim Cook CEO of Apple seems to have been doing in France. With one source giving us “So, when Tim Cook meets with French President Macron, the matter of taxes could make for an icy situation between the two men. Macron has said he wants to promote France as a place for tech companies to set up shop, but he has also been critical about the role internet companies, in particular, play in society. Macron has been pretty vocal lately about how France and other E.U. countries should close up the loopholes that Apple and other tech companies have been able to use to move their earnings around to more tax-friendly countries, such as Ireland and Luxembourg“, is it a first indication that the French economy is in a much worse shape than expected? The fact that Tim Cook is visiting Élysée Palace not because President Emmanuel Macron is buying his wife the new iMac Pro (an assumption from my side). I am not thinking the worst of the French president, but the issue is questionable, especially as Apple is about to open a massive site in the Battersea Power Station, so as Apple (as I personally see it) is trying to spend the money twice, once by spending it in London and the second time by getting tax deduction for the amount just spend in London so he can get a second building for free in Paris.”

This doesn’t make you stupid, but the larger setting that we see in the newspapers and in this case ABC News who (at https://www.abc.net.au/news/2025-06-23/jeffrey-bezos-lavish-wedding-in-venice-why-people-are-protesting/105445512) gives us ‘Jeff Bezos is getting married in Venice. Here’s why people are protesting the wedding’ where we see that “One group has plastered banners on the Italian city’s famous Rialto bridge reading “No space for Bezos!”” I think it is utterly BS that anyone would disrupts another man’s wedding (the wife’s anyway), We might take the setting of that is in their hearts, which is “Activists are protesting billionaire Jeff Bezos’s wedding in Venice with calls for a global billionaire tax.” That is what makes them utterly stupid and the amount of stupid people are not to be underestimated. You see the media is fueling that and they go about it like “You need to have your say” even though it will never matter as that is what they are about. Appeasing the shareholders and stakeholders who are AGAINST fair taxation and taxing these billionaires is just not fair. You see, governments (America, EU and Commonwealth) are all about the ‘best’ deal and taxing that is against the need of these long time politicians. So they give you a ‘tax the rich’ stage which would never work and I have been saying this for the better part of a decade and now it is too late the shouting increases and that is where things go from bad to worse. Because the media is not properly enforcing you, keeping these shouters stupid. Because the media relies on these corporations for advertising and when they pay taxation, there is not enough money for advertising. 

People like Jef Bezos, Sergey Brin and Lawrence Ellison are billionaires as they implement tax laws to the letter. And that setting is where it is at. Governments have need to overhaul taxation for decades, basically sing President Clinton was in office and he left office in 2001. Even then the overhaul was essential. As such for over 15 years to stakeholders have benefited from the setting and as such the corporations too. Did no one ever considered that the dice were stacked against you when Microsoft and Apple became (multi) trillion dollar companies? 

We need the media to push for tax overhaul and they won’t because a shouting and cursing mass of people bring in more digital dollars and the flames is what they live off and as such you will never be correctly informed. And it is not merely America, it is a near global setting that hits the Commonwealth, The nations in the EU and Europe as well. And the lager fear is that if one does it, their business walks to another country and that is the setting that Ireland has used to it advantage. Unless there is proper taxation nothing will change and all of us will end up with nothing. As an example I give to you Netflix, who paid just $868,000 in tax in Australia in 2021, so as their profit went up by 49% from the previous year, their tax bill went up from from $554,000 to $868,000. Even though they have millions of subscriptions in Australia. We merely get “Australian Netflix users are billed by the company’s Netherlands-based entity. A Netflix spokesperson said: “We have filed our financial statements as required.””

The issue is the tax bill that governments allow for. Consider that Australian subscriber are ‘collected’ by a Dutch company on the other side of the freaking planet. So take a sip of air considering that the governments set out this tax avoidance setting (avoidance is not illegal, evasion is) and that is a setting that is done all over the planet. As such the BS of tax the rich needs to stop. These shouters need to put the limelight on the lawmakers. They needed to do this for well over a decade. 

As such pushing someone’s wedding in the nasty hatred lights is totally unacceptable. If Mr. Bezos can afford to give his new bride the dreamiest of all weddings and the mayor of Venice approves this, then why not? I would never consider this, but I never had access to 220 billion and even if I had this is not how I would spend it, but that is me. Born a miser and never rose above the wealth of a church mouse. I am in the same sloop that some others are and I know better then to shout at a meaningless futile cause. And the weird part is that when it all goes south, these people will still be shouting at the wealthy, all whilst the politicians have filled their pockets and have considered moving to a tax zero nation, living it up until the bulk of the people are dead 15 years later. For them it will be a problem solved setting.

So, consider who you need to look at. Not the wealthy, but the lawmakers who appeased the corporations and the people who got rich from them.

Time for me to consider a new weapon system. With Israel and Iran striking blows, there will be a small time gap when people will consider my stealth system to keep Iranian harbours empty and I think I can create more IP to give their armies a hard time too. I need to put my thinking cap on.

Have a great day.

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June 15, 2025 · 14:35

Chaotic order and orderly chaos

That is the setting and I could be wrong, let’s start with that. I could be wrong. But yesterday I saw  YouTubers hash up the large issues in tourism in America and in that same timeframe an article by Yahoo finance passed my by hashing up the same yada yada we see everywhere and at some point the idea flashed by “What if President Trump is actually a genius?” I know, you will call me mad and you will curse me into a dozen boxes, but what if this is a truth as the left is so upon the idiocy of Trump, but what if these people are merely howling the settings of ‘their’ stake holders? 

What if there is a deeper setting? Too many parts in this equation don’t make sense. You see, tourism is out in the open, yet the astute actions of the people behind it are not. And I am referring to the largest players Disney, Warner Brothers, Universal et al. What if the Trump administration sees the debt strangling the American administrations (as I saw it close to 12 years ago) and now acts are essential for America to survive at all. This requires a dangerous new mindset because the left does not want to fess up to the hardship that 340,000,000 Americans face. Admitted they did this to themselves but only in part. There is no way someone worth billions cannot see that. And there is a setting that we decently ignore. What if this is a mere deeper case of Apophenia? Seeing patterns in chaos? The cogs are clicking together in my setting and I reckon that Elon Musk was aware of this some time ago, at least he has the inside track to the American industry and to President Trump. 

So what happens when this track is set to a much larger game? Lets consider that Japan and China have really intelligent people and they see the weights they are holding, together almost 2 trillion dollars in US treasury bonds. As such I foresaw that they would dump their bonds unless there is a larger play around that sets America to skate away from the abyss and America has been on that edge slightly too long. So what would Trump be doing? The first step is to push tourism to the edge of whatever they think that they can survive and the inactions of the tour operators (Disney and others) could spell the actions of trump. In one instance he gets all the little people around these settings on his side as the operators suddenly would be seen as uncaring, caring merely for their own dimes. It is a dangerous play, but as I see it America doesn’t have that many moves left and this (mostly) radical move might be the one golden coin that sets the stage for America. As I see it, it is in line to America first and President Trump is allowed to make it, in that same instance he is dialing down immigration and showing Americans that this is what it is. He can repair fences later on, but he needs to get the debt down and taxing certain parties is nearly the only way to do this.

Feel free to call me mad and perhaps I am, but as certain patterns are evolving  we should be able to see that those shouting ‘idiot, idiot’ are suddenly thrown into the limelight. They are shown to be the bitches of the stakeholders. They are what is wrong with the media and the only way President Trump can make that case is for these stakeholders to be thrust into the limelight. 

I reckon that this play is closing in on the maturity date of actions and the play is slowly becoming a noose around the necks of the opportunity seekers in America. And some are feeling the pinch that they could accept a simple 1% setting for themselves whist the 19% will go straight into the pockets of America and its debt reduction. 

If this is the case, then the simple truth is that President Trump is a true genius and the steps make sense in several ways. But I could be wrong and I know that this is a realistic setting that I face. Don’t think I have the call of valor towards the Yin and Yang, to see order in chaos and chaos in the order of things. Others much more clever than me can make that claim, but not me. I merely saw an evolving set of orders and knowing what I know it makes sense, but that also requires the acceptance that President Trump might have been doing the right thing all along and that is what the media left doesn’t want you to think. They are actually the problem by filtering the news towards us. I have sad so several times over the last 13 years that the media considers the importance of the following

  1. Share holders
  2. Stakeholder
  3. Advertisers

As such the people are a distant fourth, I saw this for over a decade and as people agree or disagree is fine. The larger question is who are the stakeholders? Who do they really represent? The first setting are the greed driven in the second whatever it is that gives them coins. To some extent I pushed them in the Microsoft spin piles and not always the correct pile. It doesn’t matter if they support Microsoft or Apple. It stops the lawmakers from passing proper tax laws and that was the first setting that was required, almost for 20 years it was needed, but these stakeholders stoped that progress and lately they are on the ‘tax the rich’ scheme which is delusionally wrong as tax laws needed to be overhauled. A simple setting I saw to decades ago and I wrote about it frequently enough. As I see it stakeholders stopped this progress and now America is out of moves to make and these stakeholders and the people they represented will move too any tax haven outside of America. I reckon that President Trump is trying to stop these events from becoming ‘a truth seen to late’ and this is how he goes about it. The tariffs are setting the exploiters out of the gaming field and it might not reduce the heartache for too long, it is what comes next that President Trump is trying to prevent. The larger setting is not me, it is the media at large that failed to see this. Why couldn’t they see this? Ponder that question and the Stakeholders come into view and soon the media will have no option but to mention their stakeholders with name and nationality and at that point the coin will drop in the minds of hundreds of millions of Americans and that is what President Trump needs. The two hundred stakeholders and to push them out of the game. That is the first setting to push for better tax laws and that is what the media and larger businesses fear. To be held to account and for them to pay there fair share of taxation. Apple and Microsoft might seem the culprits and likely they are, but any of the FAANG members are, as I personally see it equally guilty and they are merely the beginning. The larger culprit is the media and they shouldn’t be ignored in this. How many people will accept that news media and entertainment media masking as news channels should be acceptable when the audience, the audience that they claim was first, is a mere distant fourth?

As I see it that is the larger question. So feel free to mull over that data and multiple over who has been trying to tell you the truth, all whilst the ‘entertainment news’ had been holding you at bay from the truth from the very beginning. 

Have a great day, I still have 9 hours to go until Monday.

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June 12, 2025 · 15:23

Memory block

Today I fought through a memory block. My mind kept on playing a classical beat, it played for several notes and that was it. I had no idea why I got this setting and I had to beat my own brain and after a little time I found the solution. I heard the classical beat of the Count of Monte Christo, the 2002 edition. It was the scene where the invitations were handed out to the people and the balloon arrives. Now, the setting comes as to why. At first I had no idea, but then it hit me. The book has sold over 200 million copies. But that was not enough. There was another setting and I wrote about it a few months ago. The setting was that what was merely Apple, could now be set to Meta glasses and other means. I reckon that Huawei will bring its own version in due time. But the setting that to merely accept one source (Ubisoft) to give it the upper hand is somewhat foolish. So I got to thinking that this book might inspire the option of learning French and that is where we set the marker. Consider that the book could inspire people to learn French. This ‘lesson’ system is nothing like the real book. It is the setting that it gives the reader. The introduction is until you get to Chateau D’iff. There the lessons start. The 14 years are 14 lessons around the prison cell. The setting is that each ‘year’ will give you lessons. One year on numbers, days, times, and such. one year on family names and ranks. The setting that we get asks and lessons and as we complete them we get to the better stuff. The 14th lesson is about escape and getting to the treasure. 

From that part the lessons get a rather tasty setting. Now you have to mingle in the crowds, converse with the ‘people’ and see the lessons through. I was thinking to take a lessons based on the Chamberlain version of the movie (1975). Where Danglars (Donald Pleasence) is ruined in a few ways and that might be a nice way to ‘expose’ the French banking system and communications in the old days. The idea is to set the ‘game’ to 30-35 lessons (including the time on Chateau D’iff. There are still a few snags in my mind on how to set the stage, but the setting becomes that these VisionPro/META Quest Pro devices becomes the next iteration of a learning tool. Ubisoft might still have the inner track lading, but the idea that other settings could be versed  will propagate the setting as these vision settings could be a learning device. Ans as it all runs on
Unreal Engine 5 with added linguistic settings (optionally microphone and speakers) there is a larger setting that can be explored. Alexandre Dumas gives us French (and perhaps others too) like Victor Hugo (Les Miserables) and a few other come to mind. I don’t want to focus on merely French as we have English (John Le Carre), Italian (Umberto Eco), Spanish (Miguel de Cervantes) and a few more. In this setting and in the setting of each book, we get to dig into that nations culture and we get to explore the languages we can learn. The benefit is that this path is highly interactive, so people can learn on their own. That is the larger setting, the path of languages can only be learned through interactions and that is the larger benefit. A setting where the start of one book is the stage where millions can learn a language mostly up to intermediate skills. Yes, you will need to interact with others, and that is what I have in mind for the languages when completed. A setting where we can get multiple people in one place, like the house of the Count of Monte Christo and there we can test our knowledge and this place will remain ‘open’ for a while. Yet when you ‘redo’ the language lessons, that access will stop until all the lessons are done again. And there you have a larger setting. A language class that allows you to redo as often as needed to gain all the skills you need. I reckon that when the system had grown to include Chinese, Japanese and Arabic, the maker of these classes will have a massive following. And this is not all ‘business’ consider the classical languages like Greek and Latin. There are a lot of options in that stage and when you consider the input with these vision bringers. The one who considers that action might get millions of sold devices. In light of the Apple data that we see that Apple has likely sold under 500,000 Vision Pro units worldwide since its launch in February 2024, I wonder what the hell they are doing there. Is my idea delusional? It could be, not every innovation imagined is one that will actually work, but as I see it, the larger setting could be reached. Wouldn’t it be great if META succeeds where Apple fails? It is not one or the other. The setting as I see it could be applied to either solution and I reckon that whatever Huawei brings could set this as well, but that is mere speculation on my side. So whilst sources gave us in January 2025 ‘Apple reportedly ceases Vision Pro production amid sluggish sales’, so where were these super intelligent boffins? What stopped them from taking the next step? Were they thinking ‘Here’s a device, make some software.’ If that worked the software library of Sony and Nintendo would have never made it to today. That oversight and here I am giving them (supposedly) direction.

So consider what I wrote and consider where your problems and solutions are. Have a fun day today.

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June 5, 2025 · 17:07

The snag we don’t see

That happens, we don’t always see the settings that open up to us. It is one of the stages of what some call the ‘Aha!’ erlebnis. It is actual intelligence and that is why artificial intelligence will fall short for a long time. Yesterday I had some time to relax and I used it to watch the final two episodes of the October Faction (Netflix). Apart from being totally awesome, I also found the dastardly news that it is a one season only setting. Too bad as it was really awesome. Yet, I digress. During one of these episodes I suddenly had a little brain strain and a few things came into full view. It brought me back to a story I wrote (at https://lawlordtobe.com/2024/01/15/it-was-this-simple/) called ‘It was this simple’ where I had the idea for a new game that was also (in part) educational. Yet last night I had an idea that I was going about it the wrong way. You see, the start isn’t one of the three gods (Hades, Poseidon or Zeus), it is a destination. The idea is to invert that stage and start with pone of the ‘smaller’ gods like Hecate. You see, as I see it Hecate gets its setting from the mortals and animals. So do the other ‘smaller’ gods. As do Apollo, Artemis, Hermes, Hestia, Dionysus. And as we unlock their abilities, we will then get access to one of the three. Or I might am considering that Zeus is only unlocked when all others are unlocked. 

As I see it some gods connect to merely one of the three, some to two gods and some to all three. As I see it this game would need to be replayed three times to unlock it all, but in this game the second game already gives you the areas you unlocked in the first game and the second is not the same, merely a continuation of the first (makes for a challenging lore). And beyond that as I see it, the game will incorporate several gaming styles giving you a larger game and a more fulfilling gaming time. But I wanted more than a hack, slash and pretty picture.

You see, it is merely a setting to a game, but there we also see that we unlock educational parts. What is more enticing than gaining knowledge of classical works whilst gaming? Not the ‘essence’ of a classical work but the full text of people like Hesiod, Homer, Sappho, Alcaeus, Pindar and many many more. I still think that the Amazon Luna, with a link to the Kindle, or even now the Tencent console with a link to the the MatePad Pro or MatePad Air might be an alternative. A setting to see a more inclusive form of gaming and as such un-enabling those with the ‘turbo’ style of gaming trying to getting people in line to more advertising. Short term enabling and set gaming back on the track of a more enabling setting of gaming like Bethesda enabled for almost 2 decades. 

We are all do taken back by the turbo setting of games (especially the young) whilst the more complete setting of gaming is largely ignored and as I see it, there is more to gaming. You see we cannot (in good mind) waste the entire day gaming. I get that, but we can rotate that interest to give people a larger backstory. You see, according to classicist William Hansen: “the Greeks and Romans had all the genres of oral narrative known to us, even ghost stories and urban legends, but they also told all kinds that in most of the Western world no longer circulate orally, such as myths and fairytales.” I want to resettle that lost art. Some gamers have tried to do so in the lore they give us, but they fell short as they didn’t consider the larger stage. It was not their fault, until recently and the promise of the IoT (Internet of things) and the larger stage of Bluetooth we never considered where we could go and that is merely another setting the Microsoft failed to see (they are racking up a setting of missed opportunity) and Google cannot be given this failure as they basically dropped the Google Stadia, which was their right to do so and as I see it, Amazon and Tencent now have a larger stage to become the new heralded kings in gaming. It is not a smooth or even an easy ride, but as I see it they both missed out on gaining at least 50 million gamers. 

So could I be wrong?
Yes, of course that is possible, but what the ‘advertisement’ courtesans fail to see is that the people have had enough of advertisements and that is something they are in denial of as the money is too good. But as I see it, the one who does see it will get a larger setting of gaining the field advantage to this and that is basically Nintendo and Sony. It is the third place that becomes interesting when we see in January ‘Microsoft’s AI revenues up 175%, while Xbox’s results remain disappointing’ (before the builder.ai exposure) and ‘Microsoft’s Xbox Handheld Plans Reportedly Shelved; Company to Optimise Windows 11 Gaming Performance’ (last week) and I reckon that the spin will continue as Microsoft is scrambling to bury bad news as Nintendo is making larger strides into gaming. As such there is space for either Amazon or Tencent to gain the number three spot. This is not a given but massively likely, especially as other news sees my other solution grace the limelight in sight of some Hajj numbers I see roll be and an optional solution that roughly 900,000,000 million users are up for grabs (yet another space Microsoft missed). So as some will see “Asus’ Xbox branded handheld, codenamed Project Kennan, is reportedly on track to launch later this year”, I merely wonder when that changes from later this year to next year and after that it being silently cancelled (my personal speculation). You see Asus also sees the market and the knee-jerk actions from an tariff driven administration won’t last long, especially when Huawei is showing its MateBook Fold and that is making the filtered news. I personally don’t know how good it is, but the larger setting is that the world is watching and now that it is less than 1.2Kg and uses Harmony OS. The first and it is a banger. So when that system as well as Tencent takes the world by storm (which it is very likely to do) we see yet another loss for Microsoft and not merely that, Apple, Sony, Google, Samsung and even Nintendo will see its impact (Sony and Nintendo less so). This was the setting I expected to come about 6 years ago and it is here a little faster then expected. 

This is all important because the advertisers will start losing out and that will stop gamers in their track as their games are less fulfilling. You see ad break gaming is nice in a turbo setting, but when the gamer considers where they ended up being they will want (read: demand) a more compelling form of gaming. This is good for people like Bethesda, Ubisoft, Guerrilla Games (and several others), but (for example in the UK) the 1,801 independent and publisher-owned studios. These studios employ around 75,000 people. The number of studios has grown significantly, with 251 new studios founded between December 2021 and April 2023 it is not good news, because what we don’t see is that these developers are relying on advertisement to make some of their money and when that falls away, these developers will fish behind the net of revenue.

And as I see it, Ubisoft has options in these glasses devices and they could also launch on Sony and Nintendo, but others will have to streamline whatever they thought was an option and others will merely collapse. As I see it, we haven’t see the power of Harmony OS yet but it will come and as America shuns away from that (for the most obvious stupid reasons) Europe and others are very willing to give their economy a boost from what HarmonyOS brings and now that the hardware is out some people will finally get the thought “How can this benefit us?” And that will be the start of a lot more and as I see it, Amazon has the inside track to grow more business (outside of the US) and there lies the setting for them. As some might ‘speculate’ that Amazon would not be profitable without its cloud business. We also see that the shape of the cloud is about to change and that is where the larger money is, because cloud gaming is only gaming in name. It can be a lot more and as I see it, the solutions I gave will become massively and not merely this game (I put it online for a reason) it could start a much larger wave and that is where I see my surf time (perhaps literally so). I reckon that the ‘older’ quote “HarmonyOS, Huawei’s operating system, is designed to work with a wide range of devices, including smartphones, tablets, and PCs. While it’s not directly tied to Amazon Web Services (AWS) in the same way as Android or iOS, you can still use it to access AWS services and resources.” I reckon that Amazon sees that this lack is about to end, because they have a clear goal to increase their visibility and whilst others are taken back, Amazon is seemingly embracing the options it opens up to. As I see it, people will prefer that setting then feeling blue (read: Azure). Yet another field where Microsoft is falling short of soon enough. Their failures do seemingly seem to stack up, don’t they?

We can see the snags we think we fail to see, we can ignore them or we can find away to make it work for us. So have a great day and consider where you could be in 2026 or 2027, because thinking you get there in 2025 is nice, but largely set to economic turmoils of the days we expect them to be according to some media. Consider where some people will END the stage of their products and see where HarmonyOS is merely beginning at present. It makes for an interesting read. Consider that WPS Office (by Kingsoft) its here for HarmonyOS and also on Amazon Fire tablets. Merely two places and as I see it, as this is free software there is a larger stage where Microsoft will end up surrendering market share. So as I said, have a great day. 

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May 25, 2025 · 00:15

When the setting fits

That is at times the thoughts we have. Now, let me be clear. This is pure speculation. It is speculation because I am not in politics (not even the shady kind) and as such it cannot be presumption. There is no best educated guess, there is merely a best guess and the setting fits several thoughts I have had in the past. It all seemingly fits. It doesn’t make it more true or more reliable. 

That is something you need to keep in mind from the start and this was all set in motion through Reuters, who gave me in the first instance (at https://www.reuters.com/business/apple-pay-25-tariff-if-phones-not-made-us-trump-says-2025-05-23/) with ‘Trump threatens new tariffs on European Union and Apple, reigniting trade fears’ and here we see “U.S. President Donald Trump threatened on Friday to ratchet up his trade war again, pushing for a 50% tariff on European Union goods starting June 1 and warning Apple he may slap a 25% levy on all imported iPhones bought by U.S. consumers. The twin threats, delivered via social media, roiled global markets after weeks of de-escalation had provided some reprieve in the tariff battle. Major U.S. stock indexes and European shares fell and the dollar weakened, while the price of gold, a safe-haven for investors, rose. U.S. Treasury yields fell on fears about tariffs’ effect on economic growth.” A few thoughts came to mind. In the first “The twin threats, delivered via social media”, as such why not in an official setting? Why via social media? Is it because the threats might get rolled back? Is it because of non-repudiation? Then we get the Apple setting, why in America? Why is this so essential? (I will get back to this later on). And a few other thoughts are to mind. Then the article ends with “The president’s attack on Apple is his latest attempt to pressure a specific company to move production to the United States, following automakers, pharmaceutical companies and chipmakers. The United States, however, does not mass-produce smartphones – even as U.S. consumers buy more than 60 million phones annually – and moving production would likely increase the cost of iPhones by hundreds of dollars” keep this latest quote on the forefront of your mind for now.

Then Reuters gives us (at https://www.reuters.com/business/aerospace-defense/us-justice-department-reaches-deal-with-boeing-allow-planemaker-avoid-2025-05-23/) ‘US Justice Department reaches deal with Boeing to allow planemaker to avoid prosecution’ the two are actually more connected than you would think. Even as we are given “The agreement allows Boeing to avoid being branded a convicted felon and was harshly criticized by many families who lost relatives in the crashes and had pressed prosecutors to take the U.S. planemaker to trial. A lawyer for family members and two U.S. senators had urged the Justice Department not to abandon its prosecution, but the government quickly rejected the requests.”

Then last we get yet again from Reuters (at https://www.reuters.com/business/energy/trump-seeks-fast-track-new-nuclear-licenses-overhaul-regulatory-agency-2025-05-23/) ‘Trump seeks to fast-track new nuclear licenses, overhaul regulatory agency’ with the subtext “U.S. President Donald Trump on Friday ordered the nation’s independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months.” All this sets a premise of revenue. Boeing, the reactors and last (which I gave first) was the tariffs. America is desperate for revenue and I reckon the setting of the Microsoft linked firm going bust after being evaluated for a billion dollars didn’t help his need. He needs all revenue to come from America and all made there. It isn’t merely America First, it is the speculated setting that America is about to default on its loans. Well that Is how I see it and I might be wrong. The entire setting with the added setting of Greenland and Canada is that he cannot claim that America has plenty of resources making it a lot more wealthy, for that he needed Greenland and Canada. No, now he needs to move it all to America and that is where the problem starts. Because America wasn’t ready for that move, but that is as the America administration sees it, the problem on (and for) Apple. As I see it, this is a speculated final move before the American President has to admit that payment deals need to be made and they want to push it back as far as they can as the number one fear is that others will massively dump their US Bonds and that would instantly call for the near complete dismemberment of the United States of Bankruptcy. 

Could I be wrong?
Yes, I can be wrong. But this image seems to fit the partial shorts we have been able to see. The second option is that President Trump has completely lost it, but I do not think so. Too many settings don’t fit that view of him. Yet the knee-jerk reactions to keep on being seen as an “able to make payments nation” seems to fit the bill more. I reckon that the news last week regarding that Builder.AI is now commencing insolvency proceedings was perhaps the drip that broke the camels back as the expression goes. It is before Saudi Arabia and others would be pumping money into the United States, so there is that to come as well. As they say money must flow and the actions done (especially regarding Boeing) is all about revenue, not about the family of victims. Then we loop back to January when President Trump announced ‘Trump announces a $500 billion AI infrastructure investment in the US’ here I speculate that this was all about some Microsoft setting, at least in part and now that Builder.AI has become insolvent and it was backed by Microsoft gives rise to the 500 billion being set on shaky grounds. It’s like looking at the Chrysler building seemingly coming closer to view until you realise that it was build on a quicksand. And they figure this out after the building was complete and now the top of that building is making the rest sink into the marsh. As I see it (which is presumption in this case), is as AI doesn’t exist, that they had made clever moves with DML (Deeper Machine Learning) and LLM (Large Language Models) and that requires programmers and some extended programming, but the deeper you set your teeth into the pie, the harder it is to open your mouth without coughing up the pie. And the bad decisions made with Builder.AI (I do not know what they did wrong, but that is what some media gives us, you can read that in yesterdays story).

When this goes wrong with 1 billion, what do you think that 500 billion gets you? There are only so many programmers who are adept in this form of programming and that is before all the data is validated, which if it fails makes for a totally new timeline and that is the crux of this setting. 

But feel free to ignore these settings and see what happens. That I what I think is happening. Microsoft fell short and others might not be in the market for such a failure and when the 500 billion stays away foreclosure of the land of the forsaken and the home of the arrogant falls flat. 

Here in all this I might be wrong, I admit that upfront. The question that comes to mind. What is it? Why do we get such a knee-jerk operation from left to right and from beginning to end. Now we get the news that is 15 hours old. ABC (Australian Broadcasting Corporation) gives us ‘Reserve Bank on high alert for economic fallout as Donald Trump continues to spook investors’ If I am correct than this act is merely for the ones that holds these bonds will keep on holding on to them. And the second setting is “The bond market is now regularly questioning the value and stability of US government debt.” As I see it, the nightmare scenario for President Trump. He cannot pay anything over 10% of 36 trillion. When that happens America defaults on its loans. The nightmare that Wall Street fears. As we are given “In the lead-up to the passage of the bill through the US House of Representatives, the US Treasury Department tried to secure $16 billion of funding through the sale of 20-year bonds. It found the auction harder than usual to execute due to a lack of demand from investors.” And as I see it, making the other funds ‘more’ dodgy will work for the American administration and as such are the actions that I am seeing. Not because they are great actions. It is bullying not to go somewhere else and I admit that this is merely speculation. 

I leave it up to you do decide if I am right or if I have a case for my train of thought. But this is what I see, merely because I have been looking in this direction all along. And Moody’s downgrade, US debt had become riskier for the lender. That is a simple conclusion you can all consider to get behind. But if that is the case, the outstanding bonds are a bad bet because these bonds do not get reassessed, that is the bad bet they went into and the next step we get is when Moody’s set the credit from AA1 to AA2. But what happens after? I don’t think that the holders of these bonds will wait that long. They will sell wit a loss as not to see there bonds become ‘Junk’ material and those people will lose a hell of a lot of money. Consider Japan as it is with the debts they have also have around $1.13 trillion in US bonds and China holds $784 billion. If China dumps their US bonds, Japan will be force to do the same as not to lose too much money, but the  investors were already shy of the last auction and that was only for $16,000,000,000. Now we see that there is a risk that China sets 50 times that amount up for auction as such Japan is seeing the pressure to act before it is too late as it has almost twice the amount of China and the first of these two might get some money back. The one that flinches losses it nearly all. 

How would you see such a risk? And that with the Reuters articles made me speculatively realise that America is in a lot oof hot water at present, but my view is speculative. I have no hard data to back my thoughts, be aware of that. By the way, there is a second reason for the reactors, but I’ll let you work that one out for yourselves.

Have a somewhat great day.

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May 24, 2025 · 00:09

A swing and a miss

It is no secret that I hold the ‘possessors’ of AI at a distance. AI doesn’t exist (not yet at least) and now I got ‘informed’ through Twitter (still refusing to call it X) the following:

So after ‘Microsoft-backed Builder.ai collapsed after finding potentially bogus sales’ we get that the company is entering insolvency proceedings. Yet a mere three days ago TechCrunch gave us “Once worth over $1B, Microsoft-backed Builder.ai is running out of money”, so as such with a giggle on my mind I give you “Can’t have been a very good AI, can it?” So from +$1,000,000,000 to zilch (aka insolvency), how long did that take and where did the money go? So consider this, TechCrunch also gives us “The Microsoft-backed unicorn, which has raised more than $450 million in funding, rose to prominence for its AI-based platform that aimed to simplify the process of building apps and websites. According to the spokesperson, Builder.ai, also known as Engineer.ai Corporation, is appointing an administrator to “manage the company’s affairs.”” Now, I am going on a limb here. Consider that a billion will enable 1,000 programmers to work a year for a million dollars each. So where did the money go? I know that this doesn’t make sense (the 1000 programmers) but to consider that they might accept a deal for $200,000 each, there would be 5 years of designing and programming. Does that make sense? The website Builder.AI (my assumption that this is where they went gives us merely one line “For customer enquiries, please contact customers@builder.ai. For capacity partner enquiries, please contact capacitynetwork@builder.ai.” This is not good as I see it. The Register (at https://www.theregister.com/2025/05/21/builderai_insolvency/) gives us “The collapse of Builder.ai has cast fresh light on AI coding practices, despite the software company blaming its fall from grace on poor historical decision-making. Backed by Microsoft, Qatar’s sovereign wealth fund, and a host of venture capitalists, Britain-based Builder.ai rose rapidly to near-unicorn status as the startup’s valuation approached $1 billion (£740 million). The London company’s business model was to leverage AI tools to allow customers to design and create applications, although the Builder.ai team actually built the apps.”

As such the headline of the Register is pretty much spot on “Builder.ai coded itself into a corner – now it’s bankrupt” You see coding yourself into a corner is not AI, it is people. People code and when you code yourself into a corner the gig is quite literally up. And I can go on all day as there is not AI. There is deeper Machine Language and there are LLM (Large Language Model) and the combination can be awesome and it is part of an actual AI, but it is not AI. As such as Microsoft is believing its own spin (yet again) we can confuse that there is now a setting that Qatar’s sovereign wealth fund, and a host of venture capitalists have pretty much lost their faith in Microsoft and that will have repercussions. It is basically that simple. The first part of resolving this is to acknowledge that there is no AI, there is a clear setting that the power of DML and LLM should not be dismissed as it is really powerful but it is not AI. 

As I personally see it, the LLM is setting a stage that the chess computers had in the late 80’s and early 90’s. They basically had every chess game ever played in their memory and that is how the chess computer could foresee what was possible thrown against it. And until 2002 when Chessmaster 9000 was released by Ubisoft, that was what it was and for that time it was awesome. I would never have been able to get as far as I did in chess without that program and I am speculatively seeing that unfold. A setting holding a billion parameters? So I ,might be wrong on this part, but that is what I see and we need to realise that the entire AI setting is spin from greedy salespeople that cannot explain what they are selling (thank god I am not a salesperson). I am technical support and I am customer care and what we see as ‘the hand of a clever person’ is not that, not even close. 

So as we are also given “Blue-chip investors poured in cash to the tune of more than $500 million. However, all was not well at the startup. The company was previously known as Engineer.ai, and attracted criticism after The Wall Street Journal revealed in 2019 that the startup used human engineers rather than AI for most of its coding work”, as such (again speculation) a simple trick to replay a mere 1800 days later. And this is what a lot are (plenty of them in a more clever way) but the show is now on Microsoft. They cracked this, so when they come with a “we were lured” or “it is more complex and the concept was looking really good” we should ask them a few hard questions. So whilst we are given “While the failure of startups, even one as high profile as Builder.ai, is not uncommon, the company’s reliance on AI tools to speed coding might give some users pause for thought.” And when we consider “might give some users pause for thought” is a rather nasty setting as I was there already years ago. So where the others? As such we should grill Satya Nadella on “Last month, Microsoft CEO Satya Nadella boasted that 30 percent of the code in some of the tech giant’s repositories was written by AI. As such, an observer cannot help but suspect some passive aggression is occurring here, where a developer has been told that the agent must be used, and so they are going to jolly well do it. After all, Nadella is not one to shy from layoffs.” As such I wonder when the stake holders for Microsoft will consider that the ‘USE BY’ date of Satya Nadella was only good until December 2024. But that is me merely speculating. So I wonder when the media and actual clever people in media are considering that this is a game thatch only be postponed and not won. So will the others run when the going gets tough, or will they hide behind “but everyone agrees on this” as such the individual bond will triumph and there is a lot of work out there. The need to explain to people (read: customers) is that there is a lot of good to be found in the DML and LLM combination. It remains a niche market and it will fill the markets when people cannot afford AI, because that setting will be expensive (when it is ready). These computers will be the things that IBM can afford, as can the larger players like an airline, Ford, LVMH (Louis Vuitton Moët Hennessy) and a few others. But the first 10 years it will remain out of the hands of some, unless they time share (pay per processor second) with anyone who has the option to afford one. That computer will need to work 80%+ of the time to be affordable. 

As such we will see a total amount of spin in the coming months, because Microsoft backed the wrong end of that equation and now the fires are coming to their feet. Less then. Less than an hour ago we were given ‘Microsoft Unveils AI Features for Windows 11 Tools’. I have no idea how they can fit this in, but I reckon that the media will avoid asking the questions that matter. As such we will have to wait the unfolding of the people behind builder.ai. I wonder if anyone will ask the specification off what happened to said billion dollars? Can we get a clear list please and where did the hardware end? Or was a mere server rack leased from Microsoft? This is just me having fun at present. 

So have a great day and I will sleep like a baby knowing that Microsoft swung and missed the ball by a fair bit. I reckon that this is…. Let’s see there was the Tablet, which they lost against Apple and now Huawei as well. There was the Gaming station, which was totally inferior against Sony. there was Azure (OK, it didn’t fail but a book vendor called Amazon has a much better product, there was the Browser, which is nowhere near as good as Google. And there are a few others, but they slipped my mind. So this is at least number 5, 6 if you count Huawei as a player as well. Not really that good for a company that is valued at 3.34 trillion. So how many failures will we witness until that is gone too? 

Have fun out there today.

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May 18, 2025 · 15:01

Are there two coins?

That is the question I put before you. Are there two coins, or is merely spinning with different currencies? That is the setting that the Wall Street Journal gives us. With ‘They Paid $3,500 for Apple’s Vision Pro. A Year Later, It Still Hurts.’ (at https://www.wsj.com/tech/they-paid-3-500-for-apples-vision-pro-a-year-later-it-still-hurts-496de341) we see the (almost) crybaby style of “I never actually needed it”, we see the setting of “It was Apple’s first major product release in years! It’s the first device you look through and not at! Typing can be done in the air! But buyers who wore them in the wild say they got nothing but dirty looks and sore necks. Now, the devices are daily reminders of their misplaced bravado.” As I personally see it, they wore this in the wold, so they would look ‘innovative’ almost like the influencer who wanted to appeal to everyone, but they never knew how. It seems like a variant on the West Wing setting taken from Alexandre Auguste Ledru-Rollin with “There go my people. I must find out where they are going so I can lead them.” As I see it, a pointless exercise that costs money and leads to nothing. I, on the other hand could never afford it and I came up with several IP variants where their customers could have enjoyed the setting. In November 2024 I wrote ‘One step left for a new world’ (at https://lawlordtobe.com/2024/11/16/one-step-left-for-a-new-world/) where I combined education and gaming with languages for the masses. And Apple has his translation software, and that could bestow education and fin for the masses (who could afford it) and beyond that (after a year) it could be transferred to whatever MetaQuest offers. I did that in under two days and even set the premise in this blog to give them the setting to a unique ‘game’ with Guerrilla Games. Did they catch on? No, they are all on a non-existent AI horse (not the one used for Troy), but just as fatal for the people without imagination. So when I see “No player in the virtual reality space has yet to figure out how to drive widespread adoption of the technology. Apple hasn’t disclosed how many of the devices it has sold. The company has struggled to get developers to make apps for the Vision Pro, putting its success at risk, The Wall Street Journal has reported. Apple declined to comment.” I merely laugh. It took me two days to set the premise of close to a dozen ‘games’ (OK, several have an educational nature) and as such it is on Apple. Especially when you see “The company has struggled to get developers to make apps for the Vision Pro” on two days I have the setting for a dozen games (close to 10 all with the same setting) and there is as I personally see it, a need for it. They just needed to get Ubisoft (desperate for more revenue) and Guerrilla Games on board (who might wanna do it, for the unique venture it allows for) and basically this would be close to no funds required, merely expertise and hardware. And as both developers have 80% of the software done. The setting should need little time and from the moment on the visibility rises as gamers all over the world are seeking such a solution and that is merely the start. So is Apple or Timmy the Cook interested in that setting, or are they hiding from the idle bomb called AI to implode in their faces. It could be that the WSJ doesn’t see what could happen, but as I came up with the idea nearly a year ago, I am willing to push the blame to Apple. This is basically what you get when you have mere yay sayers and none of them an innovative bone in their body. 

Could I be wrong?
That is a fair assumption, but I published those articles in 2024 and what have they produced? Nothing, not even an article that my ideas were just not that realistic, which would have been folly as the first setting was seen on a Playstation 3 with a mere 256MB memory on 20GB storage, as such it was produced 18 years ago. And I found a novel use of IP that was over a decade old. The second idea is a bit more dodgy as it was made on a PlayStation 4 with 8GB and 500Gb storage. It should be possible, and that would have been the real people drawer. As such I feel confident that I could set the winning solution. It just needed a conversation between Timmy the Cook and Arjan Brussee. The impact on the world would be amazing. All these so called innovators and they  simply missed that setting. The consequence of no creativity connected to imagination.

So when we see “Fox says he’s worn his Apple Vision Pro headset about four times in the past year.” Did he even consider the setting with real estate? He is a realtor after all. Did he consider that he could show something in 3D in ones view? Just a thought.

The settings are there and Apple needs to consider that idea’s this new needs a tiger team for setting the brand to the developers. As such they need to come with idea’s (perhaps different ideas from me) and see what developers could set the premise? I found two developers, one who desperately needs revenue and they have almost completed (as I reckon it to be) close to 80%. So when did you see a developer who cannot complete the idea for the last 20%. It is a simple question. 

So from there when that first setting is shown these programs can evolve into ‘newer’ settings where people can learn start Arabic, Latin, Italian, French and English. Just on the setting of the same premise and as you evolve the game where clothing was once cosmetic, the larger setting becomes that better clothing and a better location allows for more evolved language skills. Something that could entertain and educate people for weeks at a time. So how was that difficult?

And if Timmy isn’t up for it, perhaps Mark Zuckerberg can see a whole new dimension of options with the Meta Quest. The hungry want to at and more revenue allows for that. The most simple of settings that we can now see and where does that leave Apple? That is the question. Well, of all else fails, Timmy could become the Cook people needs to make them muffins. In the mean time the innovators in the world will take whatever they can to propagate themselves, because that is also a consequence of the innovator gene. You get to go places.

So have a great day, still Sunday here with a mere 225 minutes until dinner.

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May 8, 2025 · 10:11

In memoriam

I saw the stage unfold and I am still seeing the downfall of Florida, but the UAE just added the cherry flavored candy coating to that obituary. This was always going to happen, but two elements added to this evolutionary accelerated game. First there was Governor DeSantis who (seemingly) anti-Woke decided to give Disney a run for its money in all kinds of anti settings. I do not know all the details, but they are there. As such there was a diminished setting for tourism setting the destination to Florida. No matter how great the Epic Universe looks (and it looks beyond amazing for what I can see on YouTube), the stage was set. Then we get this whatever he calls himself in the White House playing the tariff game and impeding tourism in America (as I personally see it) and the busk of all Canadian are looking for another destination (plenty of Europeans too), so that is stage 1. The diminished interest in Florida, and even if you think that is not enough (and it isn’t), the UAE and Disney create a bond which will get Disney World to Abu Dhabi on (you guessed it) Yas Island. It will be sitting next to Warner Brothers World, Ferrari World, Water World and Sea World. When Disney opens its doors the setting of Stage 2 is achieved. 

Universal and Disney which was able to keep tourism in Florida will be setting a larger exodus of Tourism towards the UAE. It makes sense that Disney wanted to get in on the Emirati business, it they had not gotten there, others would have. So the business setting was clear and I saw this evolve over a year ago (minus the Disney part). 

I even set that stage in the article (at https://lawlordtobe.com/2024/01/25/those-happy-dreams/) where I wrote ‘Those happy dreams’ at that point I saw that tourism would be a larger setting and the service call to that pool of people had to be serviced differently. An overhaul of tourist serviceability through a customer care setting, in stead of a sales setting (which had been the focal point of many). With Saudi Arabia and its NEOM settings and now an even larger setting in Abu Dhabi warrants that change. I reckon that this might be a call upon Miral Experiences LLC to evolve their systems and make an Arabic solution which could also be deployed all over Saudi Arabia, an (optionally) c connected system that gives the tourist 110% of what others give them without impeding their own costs, optionally dwindling down some costs and making a system more efficient towards the tourist industry. When that is achieved other locations would follow. 

So now only will Florida not survive the outcome of all this, but it will evolve the settings for the UAE immensely. As such we could even see additional growth. And with the bullet train going from Dubai to Abu Dhabi, this high-speed train will enable individuals to travel in just 30 minutes, reaching speeds of up to 350 km/h. My sneaky brain even came up with a second train that leaves at 07:00 from Dubai, getting them ready to party in Abu Dhabi. The NM95 (painted in the Hogwarts Express colors) with NM meaning Non-Muggle and 95 being the square of 9 3/4 (ok, I did a little rounding, but 95.0625 might be a little weird on a train). So when these people depart from Dubai, in a Harry Potter (or fantastic beasts) themed train, the vacation merely goes with them on a journey. A setting where people take one week in Abu Dhabi and the second week in Dubai, with the non-tax setting of the UAE, a family buying iPhones for mum, dad and junior, the savings there pretty much enables that trip. I reckon that the UAE will be cleaning house in American tourism for years. And the stage that the BBC gives us (at https://www.bbc.com/news/articles/cdrgr2zzv00o) ‘Disney to open theme park in the Middle East’ a mere 8 hours ago will have hidden treasures for the UAE as a whole. Disney might still be grabbing their 30%, but the larger cake with be for Miral Experiences LLC and the UAE. And with the quote “It added that 120 million passengers travel through Abu Dhabi and Dubai every year, making the Emirates the biggest global airline hub in the world.” I reckon that it will grow much closer to 150,000,000 soon thereafter. 

You see, with the Harry Potter world added to Warner Brothers (somewhere in 2026) and Disney coming after that, I reckon that anyone who faced fears over the Tumpisms of tariffs and other shenanigans will see Yas Islands with its amazing mall, and theme parks and on 4-7 Dec 2025 the Formula one as well, Abu Dhabi will be the place to be starting this year. So if they evolve tourism services in the UAE, Florida is pretty much done for, as such I see a speculated ‘In Memoriam’ appear in global newspaper in the near future. And I (yet again) got here a year early. I’ll be honest, I never knew that Disney was on route, but it made sense that they would come this way. And I reckon that there is another setting. You see, the amount of power required for Yas Island might in the nearest of futures require its own small nuclear powered reactor soon enough. Abu Dhabi (as I personally see it) already required it, but a Disney resort might make that a essential thing. It would probably fuel Abu Dhabi and Dubai, so something half way makes sense.

I reckon that the spaciousness of Abu Dhabi and Yas Island would fuel the need for growing the mall as well as place 1-2 hotels in that mall as well. 

A simple setting that President Trump overlooked when he started to play the tariff war. Now that the world has had enough of it, they are seeking another destination, the world sees a large neon sign stating “نحن هنا” (I’ll let you figure that one out). A setting comes an essential solution to a lot of tourists and the UAE is almost ready to provide. With the tax breaks that the UAE offers (Apple now has a new destination for its superiorly build iPhones), tourism in Dubai will fuel Abu Dhabi and Abu Dhabi will fuel the need to see Dubai. Both profiting and people get a new stage that they haven’t seen before. As I see it all winners. OK, America will sulk like a little girl but they basically put this on themselves.

Have a great day muggles, try the liquorices wands if you can, if not, there is always coffee.

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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