Tag Archives: Apple

August 6, 2024 · 12:12

The loser iteration

Two days ago I wrote (at https://lawlordtobe.com/2024/08/04/the-judge-shouldnt/) with the headline ‘The judge shouldn’t’, it was part speculative and part what I see (again through my eyes it could be regarded as speculative). Today a mere 4 hours ago we get through the BBC (at https://www.bbc.com/news/articles/c0k44x6mge3o) ‘Google’s online search monopoly is illegal, US judge rules’. We are also given “Google was sued by the US Department of Justice in 2020 over its control of about 90% of the online search market.”, so lets take a look back. It started in 1995 and the ‘idea’ was completed in 1997. To turn about the setting in those days Microsoft was merely badgering their lack of knowledge and lam Netscape to get a browser dominance. Two youthful young sprouts namely Larry Page and Sergei Brin were ahead of the pack by a lot. They looked to a solution to search for text in publicly accessible documents offered by web servers, as opposed to other data. Microsoft was still trying to type words like HTTP and the clever people at Microsoft were able to type FTP. In the age of information the Google founders figured a few things out like ‘What are people trying to find’ this was against the grain for Microsoft who thought that corporations were the key and they went to ‘What are corporations willing to pay for’. The subtle difference is that Microsoft was working towards a slice of the $18,843,980,000,000 revenue that the fortune 500 represent. Google on the other hand decided to cater to its 31,000,000 employees. As such one could (oversimplified) cater to the simple fact that it would take Microsoft 9 million years to get as much data as Google. I do emphasis the oversimplification of this. I was not on the mindset of Google at first. You see I was a dedicated Yahoo user. It took 3 years until I saw that Google offered more and better result. As such in 3 years they gained a dominance. They surpassed Yahoo, Excite, Alta Vista and several other players. We can argue that it helped that Microsoft demolished Netscape. And in the decade that followed Google grew in strength and ability to cater to actual users not the CFO’s of 500 corporations. 

So when we see “It is one of several lawsuits that have been filed against the big tech companies as US antitrust authorities attempt to strengthen competition in the industry.” I believe that there is another ploy in play. The mediocrity losers (like Microsoft) want a slice of the cake they have no business being in. It isn’t just the ‘competition’ it is a reversal of technology that is in play. And in that setting the US is damaging the little benefit they have and leaving it all to China and true Chinese innovators like Huawei and Tencent. I reckon that by 2026 the mobile market will be overrun with Huawei in almost every non-americano place. They threw away the benefits when they forced Huawei to release HarmonyOS 5 years ago. 

Now we see that it is available in 77 languages and the turnover (as is) is getting stronger. Even now as EU nations are discarding the fear mongering of anti-China sentiment by American administration, and the strongest response that the EU nations give is ‘Show us evidence’, America has no answer to that other than debatable setting of ‘could’ and ‘expected’ whilst the evidence just isn’t there. And as we see an optional release this year of HarmonyOS NEXT, Android’s bough get broken on their sibling turning adult. So good luck with that.

Now we see a Judge giving us that there is a monopoly setting. I am not debating that (a lack of evidence I have), but the setting that we get from ““Google is a monopolist, and it has acted as one to maintain its monopoly,” Judge Mehta wrote in his 277-page opinion” as I see it, the maintenance of a unique field dominance is begotten by the lack of innovation by people like Microsoft who is spreading itself way too thin.  As evidence I ‘present’ Xbox, Solarwinds, CrowdStrike and the list goes on. You see ‘breaking up’ is merely a first step. They will then open the door and the abusive bully (Microsoft) will gleefully shout “Can I play here too?” With a debilitating browser called ‘Edge’. How is that progress? Don’t get me wrong if there is a decent player that can keep up with Google, even Google will applaud that. My worry is that the ideological setting of letting everyone in the sandbox play is all fine, but there is a reason that mothers do not allow toddlers in a sandbox until they reach a certain age. And bar them from playing when they get too old. The worry that I have is that this setting stops Google from evolving beyond the cookie (which is fine by the exploitative advertisers). The setting of other people’s greed who cannot evolve into newer territories. This could now allow Huawei and Tencent to gain even more innovative sides to push into markets where American stage are auto rejected. Tencent is on the cliffhanger to introduce their solution to 150,000,000 homes and they can get there by 2027. 

This will leave Microsoft in a stage where it has no options and no future. As these Fortune 500 will find ways to rise to new frontiers we will see them seeking IBM and Amazon solutions catering a larger downfall of Microsoft. In that stage there is certain a decent amount of space for Google. As they will hand a corporate solution to their ‘office’ suite Microsoft will lose more grounds. The only thing that keeps them up for some time is Excel. But the world is changing what was once a spreadsheet world now becomes an AWS environment and Google can cater there too. I do think that Googles forced push to breaking up is not a great solution, but Google has overcome harder challenges. 

This and my previous article ‘The judge shouldn’t’ gives us the premise that the Antitrust laws are possibly a little obsolete. Microsoft sees this as their ticket in and it is willing to cater to this as it hurts Apple and Google. Two parts the US desperately needs to work at optimum to stop themselves of being overrun by Chinese innovators. You see 7 years ago ByteDance introduced TikTok (not a Peter Pan crocodile). In 7 years it became a near equal of YouTube that was in play 12 years longer. Now I get that YouTube paved the was, but that is the usual tracks for New innovators, they go over the backs from those who went before. Now consider that and the fact that HarmonyOS is about to go toe to toe with Android in only 4 years. That is what I wrong. Not that we think about antitrust. I partially agree with antitrust sentiments. But we need to see that the greed driven use it to keep up, or not to lose their revenue. But that was never the concern of Google (or Apple for that matter). As I see it in the last decade the face of technology was set by Amazon (AWS), Apple (MacWares), Google (Android, G-wares) and IBM (large solutions and Quantum) they create the innovations, players like Microsoft should go under and seek revenue from the Fortune 500. They were the bees knees weren’t they? 

But as I see it, US District Judge Amit Mehta is allowed by law to hand it all over to Chinese innovators. When the EU, Commonwealth nations, Africa and Asia allow these innovator into their governments America becomes a party of one (with 330 million consumers). So consider that the other regions has over 7,500 million people. As I see it it is a hard lesson that America learns twice. Wasn’t the Google premise of 1997 not enough?

Enjoy your day and ponder what benefit was to be had from optionally breaking up Google and who were the actual beneficiaries (not the consumers clearly).

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August 5, 2024 · 13:28

How right I was

I knew I was right. It wasn’t merely my own conviction of self, it was the exposure of two sets of ‘evidence’ as given by some media. The first was my view of gaming, mobile gaming to be presenting the ‘evidence’ Even as it was an ‘advertising’ of the events. It still shows that I was right. You see gaming always pushing the view forward and they forgot what they left behind. I tried to warn Amazon of this, but did they listen? I fear not. Yet that setting now gives Tencent an approachable 5 billion annually as well as give their Tencent Cloud Streaming Services (CSS) an option to not just break into cloud streaming, they also could be handing their TGP (Tencent Gaming Platform) Box a play for the title role in gaming platforms within a year. As it goes forward the TGP will not be an unknown, it will grace third position nearly instantly with only Sony and Nintendo to pass afterwards. I reckon that within 2-3 years it will surpass Sony and Nintendo after that. The benefit for Tencent will not be replacing these two, it will mean that they will be placed next to either or in some cases both. That was the setting that Amazon faced. Yet whilst they heralded ‘Amazon Luna adds more than 40 new games, all from GOG’ last month, they failed to see the larger picture and now Tencent and their TGP are optionally set in a world where they surpass the streaming game providers nearly instantly. Amazon only had to look at the historic market and considered what was possible. Yet their executives didn’t look (apparently) further than the length of their nose and non of them had the nose of Cyrano de Bergerac (or C.D. Bales for that matter). The resulting setting is that Tencent (or as the US fears, China) now gets a new area with gaming Europe and the Middle East as new customers. Another field that the US (with assistance of a short sighted Microsoft) where they hand the keys to a Chinese company. And they did this to themselves. I opened the door by informing Amazon in November 2022 that this field was approachable and ready. So what do we see three days ago in the Financial Review? They title ‘Amazon shares drop as AI costs spook market’ is merely one part, the underlying “investors have signalled growing impatience with tech companies’ efforts to profit from their massive investments in AI”, as well as “Andy Jassy has been cutting costs and focusing on profitability in Amazon’s main online retail business while spending heavily on AI services, which the company has said represent a “multibillion-dollar revenue run rate business”” and all along (for at least 21 months of options towards an estimated $5,000,000,000 annual revenue ignored. How that for captaincy of a ‘Big Tech’ company? And as I saw the gaming precedency go in all directions except for the right one I see that my vision was correct all along.

In a place here they got to drill into new customer places they handed it all to the Chinese opponents. Yay to shortsightedness. 

The second part is a little harder to spot if you do not look in the right direction. That being said, there are a few debatable sights to that. In the first it is my interpretation of these layered facts and if proven right it is less of an issue. Yet I believe that Facebook set the larger premise by not properly investigating the ‘evidence’ they claimed. Their short sighted overseeing hat is going on (relying on ‘their’ AI) and not properly looking at the ‘rules’ or policies they have implemented now gives rise to an altering consumer base that could skip town (their platform), optionally handing a decent chunk of their customer base to Tencent as well. It will not drown them. But answer me this, if you have to report that 10% is skipping your platform. How many shareholders will be happy with the underlying speculated statistics that we get is “The company estimates that 4-5% of those accounts are fake, meaning there may be as many as 150 million fake accounts.” these are the numbers from Facebook. Yet the ‘reality’ from some is that it is 10%-15%. Now consider that these numbers remain and the percentage over the 100% base becomes a number over their ‘new’ 90% base. As such the new base is that it becomes 111% and I believe that 120% is more realistic. Now consider that every investor paying X mounts of dollars now hands their money to 8.3% non valid accounts. It sets the new premise to nearly one out of 10 advertisements misses the target completely. How long until they have to drop prices or actually resolve that issue whilst millions are going somewhere else. That was the second premise that Amazon missed and now we have a massive larger issue. Tencent seemingly has a larger target. In the first to gain their new consumer base all over the world and Facebook (and others) start losing market share. If you think this is nothing ask Microsoft (edge) how they faired against Chrome and whilst they will deny any losses consider that Edge only has a 5% market share against Chrome 65% and Safari 18%. Take that into the settings. Considering that Tencent has a larger reason to promote Harmony OS. A stage that would make China happy as a clam. It will not have a short term impact in view, but in this all Android users in several nations will now have an option to switch Android devices. And the Apple case that is before these courts (se yesterdays article) merely strengthens the premise. I reckon that the Eastern Europe, African, Asian and Middle Eastern countries have a first impact and in that setting  America is the first to lose global market share. This last bit I gave you is highly speculative, but as my settings are confirmed I feel that this is a direction is a valid one. And it is all founded on two players (Amazon and Facebook) let is happen on their watch. Don’t believe me, feel free to read the articles I put on my blog from November 30th 2022 onwards (and several before that). The captains of industry and their governmental tools believed their own spin (read: marketing BS) and took what they spun as ‘truth’. All whilst there were visible parties out there. 

Granted, I am talking in my own street and that is also debatable, but you could read up and conclude for yourself. As such two elements handing billions of revenue that certain players left lying on the floor and I have no non-existent AI, merely my own noggin and it is working fine, thank you very much.

Enjoy this Monday.

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August 4, 2024 · 21:00

The judge shouldn’t

I have two things on my mind. The first is the Olympics. I do not follow it every second, but I was ‘witness’ to two events. The first is a Canadian swimmer, I refer to her as Funny Flounder. I have a thing for alliteration. It is Summer McIntosh. This 17 year young swimmer, on her first Olympic challenge got 3 golden medals and one silver one, she also broke a few of her own world records. I reckon that over the next 6 Olympics she will win a lot more. It is amazing that any person at that age can have so much drive and focus. I know I have focus, but I could never achieve that result in any discipline, not even when I was in the height of my fencing days. Then there was the Dutch Femke Bol. I saw her in the last half of the leg she did, going from 4th to 1st and win the golden medal. I have never seen such an achievement and I am happy I did now. Yet, this was not what was occupying my mind. 

On my mind was the article (at https://www.khaleejtimes.com/business/tech/apple-asks-us-judge-to-toss-antitrust-lawsuit) where we see ‘Apple asks US judge to toss antitrust lawsuit’ we are given that it is one of five blockbuster monopoly cases pending against Big Tech companies. It was a story originally by Reuters. We are given “a lawsuit by federal and state antitrust regulators accusing it of illegally monopolising the smartphone market, saying the case would have a judge redesign its popular iPhone”. Fist off, I am not an expert on anti trust lawsuits and it will probably show in a moment.

I stand by Apple in this case. You see these people are in a wrong state of mind (and then some). I do not have an iPhone, I am an Android person and I will remain an Android person. I have nothing against Apple, I have had an iPad since the very first generation in 2010, it my present from me to me to use in University. It never let me down and in 2020 I replaced it with the iPad Air. 

The first never let my down until it was replaced and I am happy with this one too. So I do like the iOS system. My issue was that the world was eager to play down the iPhone for too much and in an age of wannabe’s thinking of their ego we saw the iPhone take the market by storm. It pretty much destroyed Nokia, Motorola and Microsoft (yes they had a mobile once). It headed ahead of Samsung (a brand I hate) and made short work of Google Pixel and Huawei with their assortment of mobiles. Actually the US government reduced the market share of Huawei. So to these antitrust regulators I state ‘Screw you’ (with a clear lack of anti trust laws). You see whilst the others were propagating their own ego’s and hide behind marketing presentations that were there to ‘appease’ the share holders, Apple did something else, they approached the customers, they listened and approach clients with presentations and newish innovation. So whilst they did that and released the ear buds and the smartwatches, the people looked and listened and joined the iPhone crowd. And there is more, The Sherman Antitrust Act of 1890 has ben around for a while, so where were they when Netscape was murdered by Microsoft? We have United States of America v. Microsoft Corporation, 253 F. 34 as well as the overturning in 2001, after 11 years in court. There is a difference. Apple created iOS in a presumed (by me) towards the IoT (Internet of Things) and Apple has always heralded interconnectivity on their systems. I have two really bad issues with Apple, but not with my iPod and iPad, they always functioned perfectly. 

This matters, because the US regulators are apparently fond of shooting themselves in the foot. 

And that is what will happen if a judge redesigns its popular iPhone. And the setting (as I see it) is that they never minded anything as Apple stayed in its niche market, but now with the smart phone it is different. You see ever since I looked into matters (around 2011) I saw that the stage was going to change. Mobile devices were going to be generic with optional simplified hardware, the power as going to be the software. So 5 devices and one program solution and for the most that is coming to pass. We have Apple, Google, Huawei and Samsung for the most and Microsoft is out of THAT race. The lag that Motorola and Nokia have are just too big. So when I see “The Justice Department, 19 states and Washington, D.C., accuse Apple of an illegal monopoly on smartphones maintained by imposing contractual restrictions on, and withholding critical access from, developers” I say ‘bollocks’ The issue is who are the iOS developers? In 2011 I have cess to the development kits of Apple (schoolwork) and I never entertained it other than the assignments I had. I was an Apple user, not a developer (I regret that a little right now). 

So when we see “an illegal monopoly on smartphones” I say that this is not an illegal monopoly, it is a system setting that they selected, other than Android (Google, Huawei, Samsung) and Windows (Microsoft), actually I am hard to keep a straight face when setting Windows on a mobile phone. Can you imagine the CrowdStrike damage mobile phones might have had to endure? Oh and when we see this did anyone consider the consequences that were on IBM, who basically forced people to rely on IBM hardware. Perhaps HP can rephrase the nightmare they faced on IBM with their printers. 

There is a second tier to this all, we need to consider that The Sherman Antitrust Act of 1890 is no longer the best way to go about this for more and more devices. As the mobiles become more generic and it will be on the software to trample a path into this all. When we consider that Google now has the Pixel 8a, Pixel 8 Pro, Pixel 8, Pixel Watch 2, Pixel Fold, Pixel Tablet. At least three of these systems are nearly identical, they have 1-2 processors difference. Their difference becomes the software. But that is now, I expect in the next 2-3 years that there will be more devices all powered by the same software and optionally the connecting devices (through the mobile phones) . The lawmakers of 1890 would have never expected this and the differences will grow even more.  And a prime example here is Microsoft. We now get “All you’ll need is a compatible Fire TV Stick, a Bluetooth-enabled wireless controller, and an Xbox Game Pass Ultimate subscription to stream Xbox games. Microsoft is working to allow Xbox Cloud Gaming to stream your entire Xbox library, and not just titles that are part of Game Pass.” Did anyone consider “a compatible Fire TV Stick”? So how long until they revamp the gaming industry with that solution? How long until they (a speculative view) impede devices through that connection where an error stops the Sony Playstation or Nintendo Switch to no longer with with their software because (speculative) software by Microsoft impeded it? Oh, they’ll be all apologetic, but the damage will have been done. We see (at Microsoft) “The Program Install and Uninstall troubleshooter helps you automatically repair issues when you’re blocked from installing or removing programs. It also fixes corrupted registry keys”, so this issue has been around from Windows 7 (2009), and was still around in Windows 10 (2015), so it was an issue for at least 6 years. Do we really want them to get involved? Come to think of it, l I would be on the first plane to Shenzhen if it comes to that. Oh and I haven’t even considered the damage that solution would do to the Amazon Luna. Apple had a solution and it has propagated that solution to all things Apple. They marketed their solution widely and innovatively and innovation is what is missed in many Big Tech companies. Too give another example, last year Apple did something Awesome. We see a meeting with a youthful young sprout (Tim Cook) reporting to Gaia and getting lectured by her. The brilliance was that plenty of companies took a paragraph out of their time to publish that they are on track to be carbon zero. Apple made it a presentation (advertisement) whilst giving a report of their directions. It was funny and it was pretty brilliant. Google and Amazon missed the boat and there was no value in copying that. So that is the innovative presentations that are Apple. The bigger picture is that mobile phones are presented through marketing and Apple marketing slaps the marketing of Google and Samsung. So we see “an illegal monopoly on smartphones” all whilst the others aren’t doing their bit to keep up (or seemingly keep up), so why punish Apple for that?

As I see it the judge has to toss the case, of not for the logic then for the reality that if this setting is pushed and Microsoft steps in, then we come to the conclusion that the US government is merely a tools for Microsoft to stop it from collapsing on itself (my personal view).

Well that was me today. 190 minutes from Monday here now, Vancouver is still pre Sunday breakfast. Have a fun day everyone.

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July 29, 2024 · 11:44

A granny named Smith

Yup, it is time to bitch about Apple products. This should be future Apple products. You see for some time I have seen that Apple has been in a wrong course. Lets not talk about to MacBook Pro. That thing actually looks phenomenal, every bit is seemingly impressive. And even though I cannot afford it (at present) the idea of a 96GB RAM with 8TB storage is overwhelming, it is a bit much (not my needs). Yet storage is what every one needs and I would be content with 4TB (and 64GB RAM). That being said, the iMac doesn’t even come close to it.

So as I saw Matt Talks Tech today, I saw the ‘announcement’ of what is to be (in about 16 weeks) and it is not good. As we see Apple doesn’t seem to learn at all. They give the ‘new users’ up to 24GB RAM, which is in many cases enough. It is the storage, still a mere 2TB. For many it would be enough. Yet the settings of 100MP camera’s is setting a new premise. Medium format in the digital field is calling new professionals and then there are the YouTubers and TikTokkers. They will all need Adobe solutions. And the full Adobe users with other software will soon find out that their 2TB hole is filled with the frustration of multiple connections. That is not why I would buy a desktop. They are throwing their market to PC (and Microsoft) troubles. What is up? Apple becomes a sour apple, a Granny Smith. Sour and meant for senile fossils, the newly adapted age of digital influencers is seemingly totally ignored.

The fact that there is no option for 4TB. We know that not everyone needs it, but any Digital streamer or medium format photographer has only the MacBook Pro. They need to be able to set to a desktop screen working in comfort, and the iMac no longer provides. They should have provided for that last year. There is some consideration that this could have come later, but the M4 news shows that the iMac just isn’t up to it (speculation by me). What are they doing? Leaving it all to Dell and HP? 

As somewhat dubiously stated by me, 96GB is a lot, even in digital edition. I would consider 32GB, even that cannot be provided for as the media tells us. More important there is no mention of set aside upgrades by Apple (32GB RAM, 4TB storage), as such whatever they gained in niche markets they are throwing away to the niche graphic designers. These people only have the MacBook Pro to look forward to. This is great, but when you are working at home, it just doesn’t cook the goose. And the setting that it is due in 16 weeks and for another year people have no real option is disturbing, because this implies that the iMac is pretty much done for. No mention of an iMac Pro either. Apple needs to revisit their presentations and what they have coming and they need to do it really fast.
They are opening the market (that they catered to for the longest time) to Asus, HP and Dell. 

So am I right? The idea that Apple is now becoming the sour Apple no one really wants is a bad move to be considering. I stated this before (last year). There are roughly “64 million YouTube creators” at present. Now they don’t all need high end solution, but most of them want something more comfortable than a laptop screen. Even is only 1% needs high end equipment, that still amounts to 640,000 users. I didn’t ever consider the 1,300,000 TikTok creators, many of them are also on YouTube. Oh and when you consider 1% is too low, the losses to Apple get to be worse. I am pretty sure that Asus likes this setting, but when we see that Apple is lowering their expectations, can we be sure this is valid? The second side to this is that the iMac cannot meet these needs, does that mean that the Tim Cook presentations of ‘innovations’ are still valid?

So this seems like a bitch moment (by me) but consider the needs of the many (well over 640K of them). Are they getting deserted by Apple? Oh and the larger Data miners, who all need storage space, how are they served? It seems to me that Apple has been dropping the ball yet again. Perhaps they should adapt the Microsoft logo? (Me rolling on the floor laughing)

Enjoy Monday, apart from the people living in Nova Scotia and eastern from there. They are still on Sunday.

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July 18, 2024 · 20:53

Doubt it if you want

I got another message last night on me claiming that Google drops stuff and that I was sitting on IP worth billions. They all want the complete rundown, but these wannabe claimers and optional IP thieves want another freebee. I can do you one better. 

The setting is that your phone takes an image of any text and google Translate will translate the image. That was recently. Or better stated I got an advertisement on the matter today and things just clicked in me. You see (at https://lawlordtobe.com/2022/02/13/looky-looky/) which I wrote on February 13th 2022, so well over two years ago. I gave the setting that we see now. In my version I used Google glasses with a bluetooth link to the mobile. It was a setting to a new Watchdogs game. Now we get ‘the real deal’ that Google can translate it. Now, I am not claiming that they stole my idea. Google does its own thing and there is even a large chance that they never saw my story. So, what am I trying to say? Well I have been in IT over 40 years. I got into IT in the beginning of the 80’s. When you are that connected to hardware, software and IP. Your mind designs one, the other, or a combination. It is a natural setting. So when I stated that Amazon Google et al left billions on the floor, I was not kidding. The article ‘looky looky’ gives the example that I was ahead of Google by two years (more likely one year, the application did not write itself) as such they have a good idea and they made it work. I was venturing in another direction, one that Google rejected. As such only Amazon and Tencent Technologies remained (Apple as a possible third) The fact that Amazon left these billions on the floor as well made me go tsk, tsk, tsk. Now in the given example with the Google Glasses it was the story towards a game, nothing more. 

So consider that I was able to set the stage (a partial design) of what Google is not able to do. Once they connect to google glasses it comes close to exactly what I had in mind. As such I am speculating that I was three years ahead of them. As such I feel comfortable with the setting that 50 million console in stage one and up to 250 million consoles would be possible (any higher is possible, but I remain driven to conservative numbers) and in this in 4 territories are the focal point. Once this goes towards a massive crowd whomever goes that way will see a lot more revenue. Consider that this streaming solution would break the record that the PlayStation 2 had with 155 million consoles, the most successful console in history. I merely did this by expanding the scope of a console. That was the setting that Amazon and Google left on the floor. In a time when they are all shedding jobs, they overlooked in excess of 5 billion a year (based on my numbers) in the first phase. In addition to this recent numbers from the sources give a rise to speculate that it is possible (depending on production) that the 50,000,000 consoles would be reached within a year and that is less than 10% of a population in three regions and there are at least 9 more regions, so I am confident on my numbers. Amazon and Google left that much on the floor (Microsoft is not welcome here). So when you see that I came up with an idea more than two years ahead of Google, wonder what more they left lying around? I am an IT brain. There is every chance that other people have a different focus that people (and me) do not have. So what can you come up with? I merely focus on gaming and IoT. There is a lot of settings that others can see because their focus is there. A year before that I contemplated that these Walking tours on Youtube could be used by Google to consider a new trace. You see wouldn’t a walking tour video be more interesting if a retail client on that tour could place its advertisement in that video (close to where the shop actually is)? Consider that we got in April 2024 “buyers aged 18-34 are 130% more likely to book a showing if there is a virtual tour available for a listing” and several walking tour makers have well over 100,000 followers. That is real money and that is a real population. I mentioned this around 2020, so what did Google do about that? I still get all kinds of nonsense advertisement. So how much did Google miss out on in this setting? I don’t know, there is a lot I do not know on this, but it is possible that Google does not know that either. Perhaps it is not profitable enough. But what was true in 2020, might represent serious cash in 2024. Johnny Strides (Toronto) has 111K subscribers. Several Dubai video’s have almost 900K views. This is a direct population. People with interest in a topic is a population that engages with the maker (by watching and optionally with feedback), so what happened? Was generic pumping of advertisement enough? With so many fake accounts and farms, at some point Google will be requested to up the quality of their ‘population’. When that happens and advertisement can no longer be seen as a direct marketing channel. They will have to change gears, or they can start to up the quality of their viewers. Two simple examples and as soon as the 5G option for real estate starts elevating real estate in a place like Dubai the numbers start adding up. They had in Q1 2024 $29.9 billion. If this solution would only add 1% (I thing it might be as high as 3%), that amounts to an additional $229,000,000 And that is only ONE CITY. So what about London, New York, Los Angeles, San Francisco? You still think this is merely a bluff? All directions that Google should have done already and they didn’t. But they were were ‘eager’ to state two months ago “the company is “simplifying our structures to give employees more opportunity to work on our most innovative and important advances and our biggest company priorities, while reducing bureaucracy and layers.” Which is optionally their way of stating that they shedded 12,000 jobs. I just gave them two reasons to not do that, well one reason, they already dropped the Google Stadia, they never saw the 50 million consoles option, which leaves Amazon, optionally Apple and Tencent technology. Are you starting to see that they (others as well) dropped the ball?

All levels of people are rehashing the view of others on AI and IoT (Internet of Things). So why don’t they act what they preach? Oh and my real estate is merely one channel of a much bigger setting. Real estate was merely the most visible one, but not the only one. 

So have a great day and enjoy the upcoming Friday, for me that day is only 3 more hours away.

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June 27, 2024 · 01:17

The side not illuminated

The BBC (at https://www.bbc.com/news/articles/c5111qxl2nro) is giving us ‘Apple in breach of law on App Store, says EU’ We get a few sides, but one side is not given to us. We are given “European Union regulators have accused Apple of being in breach of new laws designed to rein in big tech companies” It sounds nice, but at present the station “rein in big tech companies” is at least sanctimonious. We are also given “The firm charges developers an average of 30% commission on its App Store” and the penalty is given as we are given “The firm faces a potential fine of up to 10% of its global revenue if it fails to comply with the rules”. You see the one part we are NOT given is that all these developers get a channel to publish their work. The get their million by harassing people with advertising. These developers have no interest in giving gamers a real gaming satisfaction (some, but massively too little). So the EU should consider the fallout. You see Apple and Google could do two things. Pull all the games with an advertising channel, stating that this is not permitted. The second part is that they can start charging for the service. The bulk of these gaming ‘companies’ will soon thereafter collapse. You see when all these companies get CHARGED for spreading these games and cyber security. The net thing we see is that these companies will go somewhere else and the dangers of servicing hackers becomes rather large. 

The next part is that this becomes a new setting where the UAE and Saudi Arabia will get the option to offer the same thing Apple and Google did, but charging a mere 5% to 10%, the rest will probably going to China, making the EU and US lose even more revenue. 

All this because the shareholders of Epic Games wanted more revenue and they got this by throwing a tantrum like a child so that they get charged less for services. And lets be clear, they were eager to accept the deal when they were small, now that they are big they can afford to pay for the services. But that is not the only part. Epic Games wanted another path and when even one of these 3rd parties get to be hacked and the players get the damage, Epic Games will face the largest class action lawsuit in history. At that point I wonder how the shareholders will reflect on a pay cycle that will cost them billions. They had a safe environment with Apple and Google, but when that falls away these two will help to give the victims all the numbers and all the support they need to clean out the vaults of all the game developers who took the greedy way out. In addition the EU will get a new problem. As game makers fall flat and optionally move to China or the Middle East the EU will lose revenue. In the last 8 years 10 games made $13,000,000,000. So what will the EU do when that goes to China (or the Middle East)? There are over 200 companies, 105 made over $500,000,000. This was a bad call. These politicians have a socialistic mindset, Take from the rich, but they forget that these rich companies set the foundation of growth. Sergey Brin, Steve Jobs, Mark Zuckerberg and Jeff Bezos were real innovators. The mediocrity of Microsoft is pushing them back more and more. And whilst they might be shown as the richest, they are losing more and more ground. Now with the EU, more and more business will move to better (read: non-European and American) shores. 

And the EU did this to themselves. Consider the DMA:

  • Business users who depend on gatekeepers to offer their services in the single market will have a Fairer business environment (But these services come at a cost, no more Freebees)
  • allow third parties to inter-operate with the gatekeeper’s own services in certain specific situations. (If hacked those services become nullified)

Just to part, the first will nullify these innovators, they cannot afford these services and they will go to a cheap solution making them a target for hackers. The second part will end some games, gamers have no patience and no humour. So when their game stops they will all cry like little children, their toy was taken away and when a hacker does get to upper hand, the class actions will come calling for all these companies. It is a war that the EU cannot win and the larger companies will become empty shells (my prediction). 

Until this first case was decided there was merely a threat of things, now it is coming to pass. 

I wonder what happens to the ‘fake’ economy in Europe when this starts. When advertising through gaming stops. What will the damage be? Amazon, Apple and Google have other means for getting advertising revenue. The others? Anyones guess, but there is a chance that a few hundred companies are sweating because no revenue meant no cost and that could stop now. So they need to find bankers. And what will those bankers demand? All issues that the DMA (Digital Markets Act) did not consider. I believe that this Apple case is opening a can of worms  no one is ready for and the implications are long term.

And now it is Thursday, Enjoy this day when you get to this point.

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June 20, 2024 · 18:02

Changing the game

There was a setting that was designed with the recently departed Google Stadia and the Amazon Luna in mind. I set the premise to 50 million systems in phase one and up to 200 million in phase two in mind. Alas Amazon wasn’t attracted to such a sales venue. Last night I pondered a few items and I occurred to me that the Apple Vision Pro was equally set to that premise. There is a limitation, they would have to be able to run Unreal Engine 5 environments. When that is possible the rest would auto fill in, the other parts would not need UE5. Take that and like it to the Apple Arcade and they would make Microsoft irrelevant within a year, optionally to years. It is the setting that will show the other players (like Kingdom Holding) that they lost out. When this setting goes to apple, they can define a new niche customer base. Apple Arcade matter because not everyone can afford the Vision Pro. Even if a cheaper version comes to market close to 75 million people would be left in the cold. And I reckon that Apple wants the entire cluster of people. The fact that you get an arcade setting that could be upgraded to Vision Pro almost sells itself. And my predictions were conservative. 200 million is a little over 10% of the entire cluster with Indonesia, Bangladesh and Egypt leading the way. Places were Apple have great growth potential. That and a largely untapped advertisement potential as well. In the end It is a market that will end Microsoft, it gaming and their edge population (the little they had in the first place). I have been going over the numbers in the first place and I can see no downfall here. 

Apple’s first task is to set the Vision Pro to deal with Unreal Engine 5, it is the cornerstone of success, or at least it will be. In the end Apple will have to open (or enhance) a data cloud in Saudi Arabia with later on added clusters in Indonesia and Egypt. But I reckon that when they pass 100 million added people it would be a trivial expenditure. And if they surpass the 10% group (which requires data insight that I cannot lay my fingers on) the entire setting will cost Microsoft and Facebook revenue that they currently think is ‘safe’. But they didn’t count on a wildcard and it was lost because they never looked behind them. Their was billions in revenue and it was left on the floor. I wonder if Apple ever considered that. Apple has no blame, their mission statement was based on their niche market. But technology and requirements changed. With Brics it changes even more. Now they have Tencent Technology to content with. Tencent might not have the Vision Pro, but my system was initially designed without it. The Vision Pro has as  see it a larger benefit, but it is a mere ‘nice to have’. You see, sales engineering has a three tiered awareness approach. It is set to ‘must tell everyone’, ‘nice to have’ and the rest. When you focus on the first line, most people tend to ignore the ‘nice to have’ but it is there that the setting gives people outside the designated clusters are found. So don’t set to the wealthy, just make sure that they see the upside, and Vision Pro would do that. It sets the premise of a solution from 5 billion in phase one up to 18 billion in phase two and that will not include advertisement money over a dozen countries. I reckon that this is more than I can imagine (because this has not been done before) and several parts were found be looking behind me, something the current captains of technology industry aren’t doing. They are all looking forward, to the mystical AI (which does not exist). I decided to look at what was forgotten and tinkered it into a new mould. This implies innovation patents and all that is outside of the AR and printable displays (see other stories on this blog). All that and more are a future stage for the implementor of this solution, which was exactly why I got to Kingdom holding. On the far end of that, there was the real estate upgrade I considered. In light of what I noticed around Dubai. A side not considered, because all these web solutions couldn’t think out of their pond. But water is here it is and as such they didn’t consider it and it is here were I saw a side that could elevate Tencent and Huawei to a larger profit margin, not just for Dubai, but a global solution that allow real estates on a global setting to elevate their business to unfold. Dubai makes it clear. Yet it will not stop there. As the song goes New York, London, Paris, Munich they will all see the benefit and after that all metropolitan areas will follow suit. So do you think I was kidding when I said that Google et al fumbled the ball here? They ignored billions in revenue and they are all chasing a false AI dream. In a few years they will realise that a hype is merely a path to awareness and not towards revenue. Revenue needs to be real and achievable. For that we get “fake and deeply flawed Artificial Intelligence (AI) is rampant”, a quote by Frederike Kaltheuner based on works of over 20 writers. You see what the people regard s AI is merely to sides if it. LLM (Large Language Models) and DML (Deeper Machine Learning), both powerful and both opening all kinds of doors, but it is not AI, or Real AI as they now call it. Like other awareness hypes created, it isn’t real and in the mean time I created the idea for something real that could the right party give up to 18 billion a year. So when did these parts hit you, does it make sense that Google and Amazon lay off around 35,000 jobs? I will let you decide on that. In the mean time I will place more IP online so that it can only continue as Freeware. The Public Domain will show the rest on what they all missed out on. It might give me some cash, it might not. But I Will get the last laugh. I will have kept it out of the hands of Microsoft.

Have a great Thursday.

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June 14, 2024 · 12:30

The teeth that bite

It is a phase we see, the teeth are the realisation that issues are catching up with the world. They knew already, but they decided to keep you all in the dark. For this we need to go to ‘Will China Replace the US As Saudi Arabia’s Main Ally?’ (at https://thediplomat.com/2024/06/will-china-replace-the-us-as-saudi-arabias-main-ally/) there we are given the setting that China is ‘optionally’ replacing the United States as the main ally of Saudi Arabia. You might wonder what this is about. You see, I predicted this happening on June 3rd 2023, a little over a year ago (at https://lawlordtobe.com/2023/06/03/would-you-believe-that/) in ‘Would you believe that?’ I even inferred that earlier, but that was more speculation then the application of Business Intelligence. A year ago, Now lets be clear, I am nowhere near as gifted in analyses as the people in The Diplomat are (or should be) so this is where I got to ‘they decided to keep you all in the dark’, the writing as on the wall and it will become worse. Even as the United Stated is no playing nice to the Middle Eastern nations (Saudi Arabia and the UAE mainly). Their need for cheap oil, their need to keep involved but it is too little too late. Saudi Arabia is catching on and China is there to take up the slack. Brics was an element, but a small one. China was already catering to the needs of Saudi Arabia. 

And that is also my new setting of sales. You see I created the IP that could give Saudi Arabia (or the Kingdom Holding, owned by Al Waleed bin Talal Al Saud) And it could give either 5 billion a year in phase one and continuing to 20 billion a year in a later stage. Billions deserted by Google and averted by Amazon and Tencent Technologies as well (Microsoft was not invited). It merely required them to open their eyes. And with this setting there is a clear showing of elements where these players are shown where they lost out. For the most they are all on the AI horse (which does not yet exist) and more importantly, as this IP matures, the moment LLM (Large Language Models) and Deeper Machine learnings grow up and interact, the setting will become even brighter. One pillar of this could cost Facebook a little over 10% in the beginning with around 20%-30% later on. All because the captains of industry were asleep at the wheel. 

And do they connect? Yes, when China wakes up to this revenue and they see that they can go after the treasure trove of Facebook, they will have a vindication of TikTok, more importantly, TikTok could become the main driver in the Middle East, which should partially hurt Google as well (an unintended side effect). Now that the ties between Saudi Arabia and Indonesia are strengthening, the game changes even more. When Bangladesh is reeled in the loss for America and Wall Street is nearly complete. Egypt is already on board, so 3 out of 4 are on the side of Saudi Arabia, all that because people are running after hypes and (more often then not) asleep at the wheel. 

Perhaps a little reminder is in order. Chasing hypes is the consequence of marketing, not sales. One is wishful, the other is an achievement. China seems to have it partially worked out, how far they have come is unknown to me, but the setting that the Diplomat needed to give credence to this stage implies that the controlling powers are now scared that the stage is taken away from them. I think it is already being taken away, but we need to see the news on that (if they even report on this). 

The stage is set to the discussion on China replacing the United States and the west, but the one part that they do not report on is the impact that this economically has. You see, this would push well over $135,000,000,000 from the US and EU towards China. It seems like it will be ‘regarded’ as small fry, but the lack of these funds will definitely hurt the EU and the US, should my IP have the larger impact than the stage changes even further. Consider the UK reporting on a loss of 4 billion, the EU on 65 billion and the US 66 billion loss, how much tighter will their belts end up being? In that same setting Beijing will get the extra revenue which will open door to second and third tier revenue. 

We can argue that I am not seeing this correctly and that would be fair. But I have been right for well over a year, the writing was on the walls on this one. And consider one little extra. I came up with the IP. Not Amazon and not Google, so when you realise that they were asleep how much revenue did they miss by chasing a non existing AI horse? And Apple? Not sure where they stand, they have been minding their own niche which is fair enough. Yet when we consider that they too left (for other reasons) billions in revenue. What learning should we take from that? I say learning because when you are focussed on a niche that is part of a market and you mind your store, you are not doing anything wrong. We need to also see this. But Amazon and Google should have picked up on this. They cannot hide that failure. Merely my point of view.

Have a great day.

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May 12, 2024 · 23:42

Microsoft and Microsoft?

I am back after 10 weeks of open heart surgery (life is a bitch). So I had some time to think.
Yes dubious is it, but I get a doze of Google bullying me to install something which I never wanted. At least 50 attempts were made and then at 02:00 I got a message and as I reacted I pressed the wrong button and now I have that bloody add-on EVERYWHERE. So the company that was about user choices, was about customer first has become nothing more than a second Microsoft. Well done Google. Perhaps this is the moment I switch to iOS.

But that is not what this is about. You see in Saudi Arabia there are all kinds of plans and they look very futuristic. But in this A thought occurred You see the line and Mukaab need waste management, any building does, but when you have that many people the numbers start adding up fast. So my mind started to grind the cogs. In 2021 I wrote the other path (at https://lawlordtobe.com/2021/05/20/the-other-path/) it is one of a few parts but it reverberated in me. You see that brought me to the concept of printable displays. You cannot solve all the parts, but what will be saved when you enter a stage of a paperless society? 

All that junk mail and advertisements stricken from waste management? It should be quite the saving. Add to that a setting for AR and the setting becomes a larger fuel point. Zo why printable displays? Consider that this display is as small or as large as you want it to be, not some x-inch display, be a flat surface and these could be anywhere in these places. Advertising, informing and optionally advising with optional QR codes. No paper used. 

The fun part is that these displays can be private (shops) public (malls and open places). People will be informed and they will be alerted to any event. Yes displays do the same but consider that Mukaab has hundreds of shops, hundreds of eateries and hundreds of events. How much paper is involved? The Line will be even bigger and a bigger headache in waste management, as such paperless seems the way to go. Now you cannot dismiss all paper (that would be silly), but consider the junk mail you had in one week and multiply that by 3,000,000 that is one saving worth considering. 

They already advertised that Mukaab has holographical options, now consider AR to add the shops. Consider the installation of secondary systems to draw in the crowds and these systems could be globally deployed. I wrote about that in the past. There is a interesting setting. In a time when innovation should be reigning, Google is about to become just another Microsoft. I wonder who programs their Generative AI, The fact that it ignored “I don’t want this” is enough to make me wonder whether the only worthy players remaining are Apple and Amazon. Time will tell.

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March 1, 2024 · 23:53

The dream connecting

This started yesterday, I was contemplating yesterdays article. I thought there was no connection, now I am not certain. I have been through a lot, my sternum was cut in half, my heart got a new valve and that was the start of a few issues. One if them is NSW housing stating that turning down an apartment on reasons of heart failure is not enough a reason, even the setting that I am in ICU did not sway them. So as such I have 2 weeks to get the papers in order. My life sucks!

So the dream was weird. It was like in some tropical French place. He was handing out food to all who wanted it. He was in relaxed clothing handing out palm leaves with fish and a side order of rice to all who wanted it. I also joined the queue and I took a leave from him. He said ‘hello’ and ‘welcome. Drinks are on the tables’ I said thank you mr Bowie and I started to turn whilst he continued ‘Mr Bowie is my dad, I am David’ Sorry David, I said and took a step towards the patio with benches and coolers with ice-water and drinks. I took something that looked like lemon based and I was surprised, it was lemon based with rum, sweet and delicious. It went nicely with the fish. The fish was lovely as was the rice. 

Whilst eating I was watching the people. They seem overly happy to be in this place. Some of the women were flirty and talking with him, but they kept their distance. His wife was still alive as such she would not be here. So why was I there?

It bothered me, I was still alive. So why was I allowed a look?

Then it came to me you see the EA list is set by the shakers and makers. Those who made the ranks at EA didn’t want that list to change, but the next iteration of gamers think differently, they see different sides and Streaming games will give them that and Apple and Android with their games advertisings will suddenly see a new rankings evolve. That is where Luna and its Tencent opposite can set new strides. It will be at some coin, but there is a chance that it will ruin the day that Apple and Google saw no further then there bankroll. I was stating that this will set a change of 50 million gamers, it could be more a whole lotta more and that is what is at stake. 50 or 100 million gamers who have had enough of advertisement. My line cancels out on 225 million gamers in stage two. If that proves to be correct it would create a streamer player list at the top, followed by Sony and then Nintendo. The question who could it be? A player who set the mark will win 

(as long as it isn’t Microsoft) the nice side is that streaming is new, really new and it will not hinder Nintendo or Sony, they have their own niches. This will be a new niche. A new order of gaming, where the happy moments are counted, not the achievements. And face it, can some of the older games even consider achievements?

So this side and the previous article give a more structural soundness. I just didn’t see it that way yesterday. But now I know more, there is always more. 

Enjoy the end of this week

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