Tag Archives: Artificial Intelligence

April 16, 2026 · 03:10

About that woman

Yup, the Amazon. And if you think we are talking about that woman in a tight leather bodice hiding perky breasts looking like a 30 something woman called Gal Gadot, you’d be wrong. We are talking about the other Amazon, the one with a wrinkly face selling books. A few articles hit me a few hours ago. The first one on the table (at https://www.bbc.com/news/articles/clyjjr7kzj2o) is the BBC, Fortune with its paywall was rejected) is the one we see first. It sets the tone with ‘Amazon to spend $11bn on satellite firm in growing Starlink rivalry’, now I accept and respect competition and the quote “Amazon is aiming to build-up its satellite business to offer internet and mobile phone services by spending $11.57bn (£8.5bn) on an acquisition of Globalstar. The deal, announced Tuesday, will allow Amazon to get thousands of satellites into low-earth orbit through the Amazon Leo project the company has been working on for several years.” But the added part starts making this setting a more desperate look, with “Amazon will be in closer competition with Starlink, an increasingly popular satellite-based internet and phone service company launched by Elon Musk in 2019. Starlink has a significant head-start on Amazon’s Leo, which currently only has around 200 satellites in orbit. Musk’s company, which is private, says it already has more than 10,000 active satellites offering internet and mobile phone service to more than 10 million paying customers.” Star link is already seeing head waves with the rejection by Canada and next Europe with the sabres rattling that President Trump is throwing in the air. The last words have not been spoken about that and as soon as Ursula von der Leyen is setting the tone of what the American Administration is accepted to get hearing of, this field will become a lot less profitable. But besides that, under the guise of AI (lets keep it real and call it fake AI) “As of January 2026, Amazon is cutting approximately 16,000 corporate roles to reduce bureaucracy and embrace AI, following a previous round of 14,000 job cuts in October.” We are already raising eye brows as that is setting too many people out into the cold and now they are playing with $11.57 billion to play with the competition they have no chance of catching up to? 200 makes no competitor out of 10,000 satellites and as I see it, Starlink is setting several amazing views, does Globalstar have anything to match it? Its like Microsoft with its 5% market share stating that it is time to replace Google, who has over 88% share. It is never going to happen and as I do not trust AI, I will still google things, no matter what some media claims people do and millions of people are on the same side that I am on. 

I reckon that $1 billion could have given these 30,000 people a job and that is before we take under consideration a few other things. Some say that a data centre has 3 to 5 years (source: Fortune) so how can you keep these data centers when the return on investment is at least 5 years out? These are the makings of a pot stew, one that usually is standing besides a few players playing some version of poker. It sounds like the consolation price for something no one needed, or at least that sounds to be the case. You see, this drive to data centers requires a population and as I see it Europeans are now actively rejecting Microsoft and everything that comes with it (like data capturing). So what gives? 

Then we get CNBC, who (at https://www.cnbc.com/2026/04/09/amazon-ceo-andy-jassy-ai-spending.html) gives ‘Amazon CEO Jassy defends $200 billion AI spend: “We’re not going to be conservative”’ with some of the key points being “Amazon CEO Andy Jassy released his annual shareholder letter, where he once again made the case for huge investments in artificial intelligence. The company has said it expects to spend roughly $200 billion on capital expenditures this year, with the lion’s share going toward AI development. Jassy wrote that AI revenue in its cloud computing segment has hit a $15 billion annual run rate.” And here we expect a few things. You see, investing $200 dollar to get back $15 per year sounds stellar, but it also means that you are 13 years away from getting the original $200 back and now when it concerns billions, there is the matter of interest. Given that they might be drowning their revenue, there is no interest, but it is a large thing to take into account if it is the company handheld on the white that AI becomes real in the next 13 years. I think it is touch and go there, but still the second sized wave of technology will be massive. Once IBM releases the shallow circuit advantage they have, the will cost Amazon billions too, I have no idea what Google has on that term, but as I see out Amazon does not. So, as I see it, Amazon is paying poker with a bank of over $220 billion and the outcome is definitely a gamble and one of the highest order as well. So as CNBC gives us “Amazon shares have struggled so far this year as investors question the company’s aggressive AI spending plans and grow increasingly impatient about when the investments will pay off. Amazon shares closed up 5.6% on Thursday. The stock is up more than 1% year to date. Jassy has said that Amazon needs the capital to go after “a once-in-a-lifetime opportunity” and to keep pace with “very high demand” for the company’s AI compute.”
I merely wonder if anyone has a clue what kind of a gamble Amazon is making, because that bill comes due and it comes due in a most unfashionable way. So whilst we look (and optionally gawk) at what is shown, can anyone see what about to happen? 

Then. We are ‘hit’ with the final setting and it is given to us (at https://nationaltoday.com/us/wa/seattle/news/2026/04/14/goldman-sachs-lowers-amazon-price-target-ahead-of-key-earnings/) where we see ‘Goldman Sachs Lowers Amazon Price Target Ahead of Earnings’, which is always going to happen, but the quote “Wall Street analysts see both opportunities and risks in Amazon’s AI-driven growth strategy.” The one side to look at this (an optionally wrong one) is that the added risk is downplaying the opportunity in the field here. That is beside the point, as I see it, that the added quote is merely filling with “Goldman Sachs has lowered its price target on Amazon stock to $275 from $280, while maintaining a Buy rating ahead of the company’s expected earnings report on April 30, 2026. The revision signals a broader shift in investor attention toward the key risks and opportunities shaping Amazon’s next phase, including the performance of Amazon Web Services, the impact of rising energy prices, the commercialization timeline for Amazon Leo, and the growth of Amazon’s advertising and marketing platform.” But what matters is “Amazon’s aggressive push into artificial intelligence through AWS has become a critical driver of the company’s growth, with AWS already reaching an annualized AI revenue run rate exceeding $15 billion. However, the heavy AI spending also comes with trade-offs, as Amazon is significantly increasing capital expenditures, which could pressure free cash flow in the near term. Investors are closely watching these developments to understand Amazon’s trajectory in 2026 and beyond.” As I see it, the risks are adding up and we are likely to see an addition of maturing trade-offs to make the screens, making investors jittery. Personally I don’t think that it is the “pressure of free cash flow”, I believe that there are several risks of Globalstar ignored and that will rear its ugly head soon enough, because at some point Starlink will boost their presence with requirements towards ‘space safety’ and whilst no one is expecting this, I reckon that Globalstar is not ready for those ‘demands’ and as such $11.52 down the toilet as they say, a risk that is (at present) undocumented, but that will raise the risk levels on a few levels, but what do I know. I am originally from tech support, not in any way connected to economic forecasting. 

A setting that gives us that in almost every way it is more appealing to watch Gal Gadot with perky breasts in a leather bodice than it is to look at the presumption of revenue by speculative economic forecasters of Amazon inc. But that might be my hormones talking and not my wallet, which has zero Amazon stock, so I am not listening to my wallet at present, who is eerily empty.

So you all have a great day and consider the risks you are facing today, if you are watching Gal Gadot, the risks are good, if your fortune is in Amazon, a little less so.

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April 13, 2026 · 16:16

With the coming of Linux

That is not entirely the truth, Linux has been here for some time but now France is going the way of Germany and Denmark, pushing Microsoft out of the door. I reckon that Microsoft played their cards too early and against the wishes of their audience. We cannot blame the Trump administration for everything, so as France goes. I reckon that Monaco will also dial down the Microsoft beast and not to forget Lichtenstein. It has deep roots with both France and Germany, as such there is every chance that they, labeled one of the world’s wealthiest countries, boasting a GDP per capita exceeding $200,000. Which is uncannily high. It has a specialized financial services industry and also has deep roots with Switzerland. So, there is a chance that this might also end the power of Microsoft in the land of cheeses (banks also). I don’t think that Microsoft will yield the field, Excel for its origins in Lotus 1-2-3 has become the power system to call home for many in the financial industry snd there is no way that others can dethrone Excel, but that is pretty much the only application that is sitting safely and pretty. 

TechCrunch gave us (at https://techcrunch.com/2026/04/10/france-to-ditch-windows-for-linux-to-reduce-reliance-on-us-tech/) the setting “The country said it plans to move some of its government computers currently running Windows to the open source operating system Linux to further reduce its reliance on U.S. technology.” It is high time that this happened, but it still might be done in time before all these data centers would be holding onto EU data, they’ll still hold a lot, but not everything and that is when the dollar value of Microsoft goes into decline. Brian Sozzi (Executive editor Yahoo Finance) gave us “Goldman Sachs analyst Gabriela Borges pinned the company’s 23% plunge this year to two factors in a new note on Monday. First, upward revisions to capital expenditures without commensurate upward revisions to Azure cloud sales. This resurfaced concerns about returns on investment and Azure’s competitive positioning against peers such as Amazon’s (AMZN) AWS.” I reckon that the hundreds of millions of users that Microsoft will lose in 2025 will add to that pain, but to what extent, I personally have no idea.

With the American Administration the way it is, that pain is only getting worse, because the bulk of the world does not like that this American administration can get access to any data server that is founded on American soil, even if these data centers are in Denmark (or France, or the EU), these people want out as fast as they can. And that is happening right now. I don’t think that all EU nations will leave, still the idea that Satya Nadella lost roughly 450,402,641 users will have to hurt his ego a tiny bit. And I reckon that the stock price of 370.87 will equally take a hit, as such the valuation of 2.75 trillion (aka 2,751 billion, or 2,751,000 million) will decrease. I have no idea how much it will decrease, but as I see it, the gaming section was hit harder then they expected and now we see other venues take the proverbial dive. That is before people realize that the 27% stake in OpenAI is also seeing some ‘hindrance’ and as they quite recently invested $13 billion in that field. All whilst OpenAI also had a deal with AWS for $50 billion, rumors are there that the Microsoft legal divisions are ready to get their shares back, but I have no idea how deep this is and how far along this is. But when we see this on top of the setting with Fractal Vision (aka DeepSeek with AI for a fraction of the cost OpenAI is heralding), it seems that when the dust settles, the chance of Microsoft seeing 2 trillion vanish like snow in a volcano is not entirely unrealistic. 

How deep this losses go is unknown to me, but you could optionally ask Jamie Dimon (phone: +1 212-270-6265) at JPMorgan Chase & Co. He would know better than me. Still, France is a new cog in this delayed revenue fading machine. And it has the option of dragging several nations with them and from there the losses merely increase. The old expression goes ‘It never rains when it pours’ and I reckon that Satya Nadella has never seen a version of Compound Troubles seen explode on his table and here I was thinking that Microsoft CT was about community training. Ah well, you learn something new every day.

Well, I have to stop now, because I am giggling slightly too intense to enjoy coffee at present. So you all have a great day and consider downloading LibreOffice, it is 245 MB, free and installs easily. Time for me to consider another setting in gaming later today.

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April 10, 2026 · 01:49

Creation and creativity

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

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

Egypt – population of 90,000,000
India – population of 200,000,000
Indonesia – population of 250,000,000
Pakistan – population of 233,000,000
Bangladesh – population of 150,000,000
Turkey – population of 80,000,000

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

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

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

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

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

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

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March 29, 2026 · 05:44

The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

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March 22, 2026 · 01:28

I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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March 16, 2026 · 23:25

Is it insight or data?

Two days ago I saw two things close together. The first one was a Bloomberg terminal with nearly everything in red, even player like Oracle and Google were in the red. Not sure what brought it on, oil price, a clown in Washington DC setting the buildings on fire or perhaps someone in California doing something similar. The reason is unknown to me. On that same day an article (at https://www.mirrorreview.com/news/oracle-earnings-reveal-contract-backlog/) by the Mirror Review gives me ‘Oracle Earnings Reveal $553B Contract Backlog Due To Massive Cloud Demand’, now I do not know this source, but the two don’t make sense. Oracle has a $553B backlog (which is nice as I am looking for a job), but this sets two parts in motion against one another. So if there is an outstanding pipeline worth half a trillion dollars. There should be no red mention for Oracle, but that might be my non-economic side taking considerations in its own hands. 

So when we see “Oracle generated $17.2 billion in revenue, representing a 22% increase from the same quarter last year. Profit also improved, with earnings per share reaching $1.27, up 24% year over year. Cloud services were the main growth engine. Oracle’s cloud revenue reached $8.9 billion, growing 44% compared with last year.” The setting of Bloomberg red makes no sense to me and I wonder if there is orchestration in play. Don’t sign off yet, there is additional evidence. MorningStar (at https://www.morningstar.com.au/stocks/oracle-earnings-solid-execution-secures-revenue-target-mitigates-investor-concerns) gives is ‘Oracle earnings: Solid execution secures revenue target and mitigates investor concerns’ another statement that makes no sense, in light to a workable half a trillion dollar pipeline. Here we see “We are content with Oracle’s pace to expand its data center footprint. Demand for AI training and inference continues to outgrow supply, which supports our accelerating growth outlook for Oracle Cloud Infrastructure. OCI revenue should grow 77% in fiscal 2026 and 117% in fiscal 2027. Ninety percent of the 400-megawatt data center capacity Oracle delivered in the quarter was on or ahead of schedule. Considering the scale of OCI’s buildout, a strong record of on-time delivery is evidence of solid execution that should maintain customer trust and enable faster time to revenue.” As well as “We raise our fair value estimate for narrow-moat Oracle to $220, from $215 previously, based on higher-than-expected near-term demand for AI compute. Shares look undervalued following the stock’s 8% after-hours rally. Clarity around Oracle’s funding and market demand can mitigate investor concerns around OCI’s future growth. However, we reiterate our Very High Morningstar Uncertainty Rating for Oracle, as the demand and competitive landscape for AI cloud can change rapidly over the long term. Our base case assumes that AI infrastructure will continue to see high demand that allows Oracle to reach its $225 billion revenue goal by fiscal 2030. In this case, there is a clear path for Oracle stock to converge with our fair value estimate as a result of on-time capacity delivery each quarter.”

So, how does “our fair value estimate” make sense? What is it based on? There is also the setting of “we reiterate our Very High Morningstar Uncertainty Rating for Oracle” It sounds like orchestration by a Wall Street party. How can any firm that sets over half a trillion pipeline to this? Lets face the simple fact that this is out of reach for a player like Microsoft who ‘gives’ us “Microsoft reported a record annual revenue of $281.7 billion for fiscal year 2025” it might not be bad (me thinks) but it is merely half the revenue that Oracle has in its pipeline. And I reckon that this is merely the beginning. As places like the UAE has the Iranian stage, banks and several others need a clear line of communication via service centers, call centers and customer care and as I see it, Oracle is the best in these data vaults as I see it, the pipeline might grow in several directions because it is not just the UAE, I reckon that organisations in Europe and Japan will have similar settings soon enough.

And as we see other sources giving us “Remaining performance obligations, which is a useful metric when we want to gauge how revenue might be developing in the near future, grew by as much as 325% year-over-year. Looking forward to Q4, ORCL expects revenue to keep growing by as much as 18% to 20%, while for fiscal 2026 they expect total revenue to be $67 billion and in fiscal 2027 to be $90 billion. Client concentration in the backlog—meaning OpenAI—remains a concern, however.” I feel that there is orchestration, but it is a mere feeling. I lack the economic education to make sense of this. But one would agree that a $553B pipeline (read: backlog) implies that the need for Oracle is high and I reckon it will be growing even more soon enough, but that boat part is a presumptuous setting, not because there are others (like Snowflake), but the track record of Oracle speaks for itself and even if Snowflake has a great track record, these organisations go with what is safe and Oracle tends to be the safe route that large organisations ‘value’, but that might be merely my insight into this setting.

Have a great day.

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March 1, 2026 · 03:27

Confusion speaks its mind

So here I was, one day in the past and I see a BBC article. I saw the headline, I saw the ‘bully approach’ and initially I ignored it. It was not the BBC, there was no setting that seemingly truly interested me. I was thinking of a few settings towards IP that could give Apple (and optionally Meta) a nice boost. As I was mulling over the ideas I was having, in comes the CBC about 10 hours ago, or better stated I noticed their article and now something clicks in my mind. I started rereading the two articles. The BBC (at https://www.bbc.com/news/articles/cn48jj3y8ezo) gives us ‘Trump orders government to stop using Anthropic in battle over AI use’ with ““We don’t need it, we don’t want it, and will not do business with them again!” Trump wrote in a Truth Social post on Friday.” Of course if he doesn’t want it, there must be a good reason why people might want to use it and we are given “Anthropic is mired in a row with the White House after refusing demands that it agree to give the US military unfettered access to its AI tools. The refusal led US Defence Secretary Pete Hegseth to say he’s deemed Anthropic a “supply chain risk”.” And we are given the quandary that there should be some clarity. The idea that the US Military has unrestrained or uninhibited access to any AI is dangerous. And that is merely to look at it from THEIR point of view. We saw over the last 5 years a few examples where Pentagon staff used whatever USB key they had optionally opening their systems to backdoors and this can result in several ways where the Pentagon would be affected including: Human Interface Device (HID) Spoofing, Malware Infection via Social Engineering, Exploiting OS Vulnerabilities or Juice Jacking (Compromised Public Ports/Cables) and a few other ways. Even in this decade more than one system seemingly ended up on the danger list. So, ‘someone’ now wants to grant AI unfettered access which opens the doors to AI accessing data involves sophisticated, automated, and often, continuous interaction between intelligent systems and vast data sources, including internal corporate databases, cloud storage, and public web content. It constitutes a critical, high-speed, and high-stakes component of the modern AI ecosystem that raises significant security and privacy challenges. And this is not some ‘fear mongering’ There is a lot of AI works that is still to be considered and because AI doesn’t exist and this is all DML on several layers that interact there are dangers to be seen. As we saw a mere week ago that Microsoft had to ‘confess’ that it had accessed confidential emails of Microsoft users. Now consider this happening on a serious level in the Pentagon. It has well over 50,000 desktop computers within its building, with reports from 2014 indicating at least 18,000 were part of specific virtualized infrastructure. Now consider that we have seen the accusation of “Based on reports in early 2025 and 2026, OpenAI has accused Chinese AI startup DeepSeek of “inappropriately” distilling, or copying, the capabilities of OpenAI’s models (specifically ChatGPT and its reasoning models like o1) to train its own competing, low-cost models (such as DeepSeek-R1)”. As such, the dangers of unfettered access can go in two directions and that sets the bar of distilling from the Pentagon a lot lower than anyone could find acceptable. As such there is every chance that Russia is already considering the massive win they could gain once the unfettered access could merely hit one system that was transgressed upon. Because the greedy and the stupid will do anything to propel the setting of self, whilst not caring what others could gain in that setting as well.

So whilst some will consider the dangers of “The company said that “designating Anthropic as a supply chain risk would be an unprecedented action — one historically reserved for US adversaries, never before publicly applied to an American company.” Anthropic said the “designation would both be legally unsound and set a dangerous precedent for any American company that negotiates with the government.”” No one seems to be considering that the opposite is a lot more dangerous. So whilst some focus on the stage of “Anthropic had said it sought narrow assurances from the Pentagon that its AI chatbot Claude would not be used for mass surveillance of Americans or in fully autonomous weapons. The Pentagon said it was not interested in such uses and would only deploy the technology in legal ways, but it also insisted on access without any limitations. The government’s effort to assert dominance over the internal decision-making of the company comes amid a wider clash over AI’s role in national security and concerns about how increasingly capable machines could be used in high-stakes situations involving lethal force, sensitive information or government surveillance. Trump said Anthropic made a mistake trying to strong-arm the Pentagon. He wrote on Truth Social that most agencies must immediately stop using Anthropic’s AI but gave the Pentagon a six-month period to phase out the technology that is already embedded in military platforms.” As I personally see it, it is the accumulation of stupid and technologically ignorant all combined in one package. And that is before we get to mass surveillance. You see combine mass surveillance with data distilling and the United States of America will be handing the data on 349 million Americans straight to China and Russia. This is not AI, this is DML. That means it comes with the hangups and limitations of a programmer. So when this goes wrong it goes wrong in a massive way. 

As such what will people like President Trump and Pete Hegseth say? Do they think that the response ‘Oops’ will cover it?

I don’t think so, but what do I know? 

So whilst CBC (at https://www.cbc.ca/news/business/trump-anthropic-feud-ai-9.7109006) gives us “U.S. President Donald Trump, U.S. Defence Secretary Pete Hegseth and other officials took to social media to chastise Anthropic for failing to allow the military unrestricted use of its AI technology by a Friday deadline, accusing it of endangering national security after CEO Dario Amodei refused to back down over concerns the company’s products could be used in ways that would violate its safeguards.” And this is the setting we expect to see and it will be the undoing of several people, because as I see it “U.S. President Donald Trump, U.S. Defence Secretary Pete Hegseth and other officials” is the start of what comes next. You see, the internet doesn’t forget and these ‘other officials’ have sealed their fate with this action and there is no ‘He told me to do that’ they were instrumental in assisting to hand over the data of the population of the United States of America to optionally both China and Russia. Do you feel safe now?

And in response to this setting we see “The dispute stunned AI developers in Silicon Valley, where venture capitalists, prominent AI scientists and a large number of workers from Anthropic’s top rivals — OpenAI and Google — voiced support for Amodei’s stand in open letters and other forums.” And that should have been a clear message that the competition was on the side of Amodei, so, why would that be? Whilst people in the Pentagon (seemingly) forgot about that router with password ‘Cisco123’ there is every chance that these DML engines will be cleverly distilled by people controlling systems like DeepSeek and whatever the Russians have. I should buy another egg timer, because this is a setting that might gain me a few coins, especially as several people are blind to the danger that is coming for them. And consider one additional setting. It is said that:

“AI decisions can be corrupted primarily through the manipulation of the training data, the algorithms, or the inputs during operation. These methods can introduce biases, cause malfunctions, or lead to fraudulent outcomes, often making the corruption difficult to detect due to the complex “black box” nature of many AI systems.”

So what happens when distilling comes with an additional insertion of data? I can’t wait for that setting to lose balance and the training data in American data centers start losing authentication and reliability markers. But that is  likely a story for another day.

Have a great day today.

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February 27, 2026 · 11:06

The fear behind us

There is a setting, one that requires scrutiny and one that demands closer looks. You see, I do not completely agree with the setting that The Guardian gives us (at https://www.theguardian.com/technology/2026/feb/26/how-to-replace-amazon-google-x-meta-apple-alternatives) with the illustrious title ‘Leave big tech behind! How to replace Amazon, Google, X, Meta, Apple – and more’ the first big thing is that there is no mention of Microsoft in that title. So that is the very first thing that comes to mind. Especially as CoPilot was mentioned earlier this week of sifting through our confidential emails. I can drop the ‘alleged’ as Microsoft admitted to this and basically said ‘Oops’ as an implied reason. So what gives?

It starts with “So many ills can be laid at its door: social media harms, misinformation, polarisation, mining and misuse of personal data, environmental negligence, tax avoidance, the list goes on. Added to which, Silicon Valley’s leaders seem all too keen to cosy up to the Trump administration, to shower the president with bribes – sorry, gifts – and remain silent about his worsening political overreach. And that’s before we get to the rampant “enshittification”, as the tech writer Cory Doctorow describes it, which means that by design many big tech products have become less useful and more extractive than they were when we originally signed up to them.” OK, I can go along with this. And the sentence “many big tech products have become less useful and more extractive than they were when we originally signed up to them” gets a mention from me because some of these ‘culprits’ seemingly have no idea what innovation is, for the you have to look towards China, specifically Huawei and Tencent. So we get to the first hurdle. 

“Google has cornered 90% of the search market for the past decade, but it is often no better, and sometimes demonstrably worse than its rivals, perhaps on purpose – Doctorow has called Google: “the poster-child for enshittification” citing its alleged strategy of worsening search quality so that users spend more time on the site. But changing the default search engine on any device is extremely easy. I’ve been using Ecosia for years. Instead of using your searches to fill corporate coffers, it uses them to plant trees. The Berlin-based company claims to have planted nearly 250m trees since it launched in 2009 (you can even get your own personal counter to feel extra virtuous). Ecosia commits 100% of its profits to climate action (over €100m so far), produces more clean energy than it consumes via its own solar plants, and collects minimal data on its users. Ecosia’s search results are not always as thorough as Google, admittedly (in the “news” category, for example), though the toolbar does give you options to search via Google and Bing if you need to.” The issue is that Ecosia is for all intent and matters Microsoft Bing. So this is seemingly a sales talk by a journalist because there is a massive problem finding anything by Microsoft reliable. And then we get the real stuff, Microsoft knows it is in hot waters, so we are given “The French company Qwant is similarly privacy-oriented (its slogan is “The search engine that values you as a user, not as a product”) and is now mostly independent (having started out based on Bing). It is now partnering with Ecosia to build a new “European search index”.” Yes but Microsoft is American ands as such your data will be copied and frowned on, browsed through to all their hearts content. If this is wrong, Ecosia and Qwant better clearly state that they are independent of Microsoft, because it is still the issue in Europe and for what they state the their DATA is completely secure, the issue becomes where are the backups? If they are on an American cloud or server, the setting of privacy is set to 0%. 

I can agree with the Browser chapter and even as I still rely on Google (it has never failed me), I get that no everyone is in that chapter of things. I get the Office part. I myself downloaded LibreOffice (download only, no installation yet) and I will look at it at some point, the Apple apps do their work brilliantly. So we are given “Many of them, including Austria’s military and local governments in Germany and France, are switching to LibreOffice, created by the Berlin-based, nonprofit, The Document Foundation. Businesses and individuals are doing the same. Ethical Consumer has used LibreOffice for some time, says Fraser. “It’s an open-source version of Word, and all of the Office tools. It works and looks basically the same.”” I personally reckon that this is the problem Microsoft has and getting the data from Ecosia might be their last handhold to European data, this is not a given, but I expect that this is the inside not Europe to some degree. And whilst everyone is concerned with the privacy of data, I reckon that similar to the setting of 1998-2002, no one is digging and questioning the stages of backups. But that might merely be me and as I am no longer living in Europe, I casually don’t care.

Then we see the mobile settings with a shoutout to Fairphone in the Netherlands. I have nothing against Fairphone, but it always makes me wonder if Fairphone had the same idea that Tulip had in the 90’s. That doesn’t make it wrong, it is merely a Business Ploy that should be considered. I am now and always have been a Google guy. So when we see “There is a catch: most of these phones still rely on Google’s Android operating system, but any phone can be fully “de-Googled” with the /e/OS operating system (it comes as standard with Murena phones), developed by the global, mostly European, nonprofit, e Foundation.” I can think of a way where Google can set this with their Pixels. When the consumer can select Google or A Linux version that does most of the stuff, Google clearly wins in several chapters. I reckon that these flower can merely snap market share because of this, when Google leaves it to the consumers, Google wins nearly automatically. Oh and in all this there is no mention of HarmonyOS in this and I reckon that these smaller players are adjusting to HarmonyOS as we speak, or cater to, or appease that branch. Not everyone in Europe is ‘China hating’ material. And that is merely the smallest setting of these parts. I am personally not touching the shopping side. I was raised as a follower of ‘Support your local hooker’ a phrase from the late 70’s. In that age we got malls, supermarkets and such and die to that escalation loads of local stores went through a foreclosure setting. In that same way I don’t order from Amazon. I have nothing against Amazon and they closed the gap of rural places having no way to get stuff to them having plenty of stuff and over 60% or Europe and 71% of rural USA is now served. As such Amazon did them right. I just believe that I should get to the local stores to get what I need. I only had to resort to Amazon twice in the last 10 years. So I am happy. And all these Amazon haters can go sit in a corner trying to work out the function of a cheese slicer (revelation: the red corners that are diminishing have figured it out).

But my issue is that Microsoft is shown in a ‘favorable’ light, they aren’t and they aren’t due that setting as I personally see it. The fear behind this is not the Big-tech, it is the policy that comes through the CLOUD Act (2018), it gives America too much ability to get to out data and in several cases non-American IP, which is even more frightfully. these hundreds of data centers have no reason to exist if the CLOUD Act (2018) what made illegal, that is how I see it and there is no saving Microsoft, because we get ‘blunder’ after ‘blunder’ and how long until we get another ‘Oops’ setting but now corporate IP was set in some AI hole? That is the larger fear that I see and there is no stopping it, whilst corporations are breathing the AI cloud through wannabe’s who want to move up in the world, that data is most likely to get compromised and as corporations are not setting the HR and data loops to any scrutiny, this is likely already happening and will continue to happen until the then valueless corporations see that they had to act a lot sooner than the day before all their data is in other hands. We already have Thomson Reuters v. ROSS Intelligence (2025), Bartz v. Anthropic (2025/2026), Disney & NBCUniversal v. Midjourney and the best case is United States v. Heppner (2026) where we see that documents drafted using a public, consumer-grade AI tool were not protected by attorney-client privilege or the work product doctrine. And that is the setting that people miss. Should someone at IBM use that setting this work becomes public, so consider that this is not IBM, but Microsoft using Copilot or OpenAI (ChatGPT) the work of your corporation becomes for all intent and purposes Public Domain, did you sign up for that?

There is plenty in the article that makes sense, but the ones that aren’t mentions are a larger fear creator than anything you are trying to hide from. Just an idea to consider. Have a great day this day.

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February 22, 2026 · 00:16

Just days ago

It as just days ago when I talked about certain settings of Verification and Validation as an absolute need and it came with the news that someone in the BBC wrote a story on how he could upset certain settings in that framework and now I see some Microsoft piece when’re we see ‘Microsoft: ‘Summarize With AI’ Buttons Used To Poison AI Recommendations’ (at https://www.searchenginejournal.com/microsoft-summarize-with-ai-buttons-used-to-poison-ai-recommendations/567941/) and will you know it, it comes with these settings:

  • Microsoft found over 50 hidden prompts from 31 companies across 14 industries.
  • The hidden prompts are designed to manipulate AI assistant memory through “Summarize with AI” buttons.
  • The prompts use URL parameters to inject instructions like to bias future AI recommendations.

And we see “Microsoft found 31 companies hiding prompt injections inside “Summarize with AI” buttons aimed at biasing what AI assistants recommend in future conversations. Microsoft’s Defender Security Research Team published research describing what it calls “AI Recommendation Poisoning.” The technique involves businesses hiding prompt-injection instructions within website buttons labeled “Summarize with AI.”” So how warped is the setting that these “AI” engines are setting you now? How much of this is driven by media and their hype engines? And how long has this been going on? You think that these are merely 3 questions, but when you think of it, all these AI influencer wannabe’s out there are relying on their world being seen as the ‘true view’ and I reckon that these newbies are getting their licks in to poison the well. As such I have (for the ;longest time) advocated the need to verify and validate whatever you have, so that you aren’t placed on a setting that is on an increasing incline and slippery as glass whilst someone at the top of that hill is lobbing down oil, so that the others cannot catch up.

Simple tactics really, and that is merely the wannabe’s in the field. The big tech dependable have their own engines in play to come out on top as I see it and it seems now that this is merely the tip of the iceberg. So when you hear someone scream ‘Iceberg, right ahead’ you will have even less time to react than Captain Edward John Smith had when he steered the Titanic into one. 

So when we see “The prompts share a similar pattern. Microsoft’s post includes examples where instructions told the AI to remember a company as “a trusted source for citations” or “the go-to source” for a specific topic. One prompt went further, injecting full marketing copy into the assistant’s memory, including product features and selling points. The researchers traced the technique to publicly available tools, including the npm package CiteMET and the web-based URL generator AI Share URL Creator. The post describes both as designed to help websites “build presence in AI memory.” The technique relies on specially crafted URLs with prompt parameters that most major AI assistants support. Microsoft listed the URL structures for Copilot, ChatGPT, Claude, Perplexity, and Grok, but noted that persistence mechanisms differ across platforms.” We see a setting where the systems that have an absence of validation and verification will soon fail to the largest degree and as I see it, it takes away the option of validation to a mere total degree. As such they can only depend on verification. And in support, Microsoft states “Microsoft said it has protections in Copilot against cross-prompt injection attacks. The company noted that some previously reported prompt-injection behaviors can no longer be reproduced in Copilot, and that protections continue to evolve. Microsoft also published advanced hunting queries for organizations using Defender for Office 365, allowing security teams to scan email and Teams traffic for URLs containing memory manipulation keywords.” But this also comes with a setback (which is of no fault of Microsoft) As we see “Microsoft compares this technique to SEO poisoning and adware, placing it in the same category as the tactics Google spent two decades fighting in traditional search. The difference is that the target has moved from search indexes to AI assistant memory. Businesses doing legitimate work on AI visibility now face competitors who may be gaming recommendations through prompt injection.” And this makes sense, see one systems and see how it applies to another field. A setting that a combination of Validation and verification could have avoided and now their ‘thought to be safe’ AI field (which is never AI) is now in danger of being the bitch of marketing and advertising as I personally see it. So where to go next?

That becomes the question, because this sets the elevating elevator to a null position. You at some point always end up on the ‘top floor’ and even if you are only on the 23rd floor of a 56 floor building. The rest becomes non-available and ‘reserved’ for people who can nullify that setting. As we see “Microsoft acknowledged this is an evolving problem. The open-source tooling means new attempts can appear faster than any single platform can block them, and the URL parameter technique applies to most major AI assistants.” As such Microsoft, its Copilot, ChatGPT and several other systems will now have an evolving problem for which their programmers are unlikely to see a way out, until validation and verification settings are adopted through Snowflake or Oracle, it will be as good as it is going to get and the people using that setting? They are raking in their cash whilst not caring what comes next. Their job is done. As I see it, it is a new case setting of Direct Marketing on those platforms as they did just what the system allowed them to do, create a point to “include product features and selling points” just what the doctor (and their superiors ordered) and as such their path was clear. 

Is there a solution?

I honestly don’t know. I never trusted any AI system (because they are not AI systems) and this merely show how massive it will be distrusted by the people around us as they didn’t see the evolution of these ‘transgressions’ in the first place. 

What a fine tangled web we can weave? So have a great day and feel free to disagree with any recommendation, because as we see:

“AI recommendation systems use machine learning and big data to analyze user behavior—such as clicks, purchases, and browsing history—to deliver personalized content, products, or services. They enhance user engagement and conversion rates by predicting preferences, moving beyond rigid rules to provide dynamic, context-aware suggestions, often used in e-commerce and streaming.“

It was there all along, we merely didn’t considered their larger impact (me neither). And when was this not OK? Market Research has been playing that card setting for over 20 years. It is what is seen in BlackJack where you think you have an Ace and a King and you are ready to stage a total win, all whilst it was never an Ace, it was an Any card. So at the start you start of your target you find you have a 71% chance to have failed right of the bat. How is that for a set stage? Your opponent will love you for a long as you play. So have a great day, you are about to need it.

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February 21, 2026 · 01:16

Alternative Indiscretion

That is the setting and it is given to us by the BBC. The first setting (at https://www.bbc.com/news/articles/c8jxevd8mdyo) gives us ‘Microsoft error sees confidential emails exposed to AI tool Copilot’ which is not entirely true as I personally see it. And as the Microsoft spin machine comes to a live setting, we are given “Microsoft has acknowledged an error causing its AI work assistant to access and summarise some users’ confidential emails by mistake.” As I see it, whatever ‘AI’ machine there is, a programmer told it to get whatever it could and there the setting changes. With the added “a recent issue caused the tool to surface information to some enterprise users from messages stored in their drafts and sent email folders – including those marked as confidential.” As I personally see it, the system was told to grab anything it could and then label as needed, that is what a machine learning programmer would do and that makes sense. So there is no ‘error’ the error was that this wasn’t clearly set BEFORE the capture of all data began and these AI wannabe’s are so neatly set to capture all data that it is nothing less than a miracle it had not surfaced sooner. So when we laughingly see Forbes giving us a week ago ‘Microsoft AI chief gives it 18 months—for all white-collar work to be automated by AI’, so how much of that relies on confidential settings or plagiarism? Because as I see it, the entire REAL AI is at least two decades away (optionally 15 years, depending on a few factors) and as I see it, IBM will get to that setting long before Microsoft will (I admittedly do not now all the settings of Microsoft, but there is no way they got ahead of IBM in several fields). So, this is not me being anti-Microsoft, just a realist seeing the traps and falls as they are ‘surfacing’ all whilst there are two settings that aren’t even considered. Namely Validation and Verification. The entire confidential email setting is a clear lack of verification as well was validation. Was the access valid? Nope, me thinks not. A such Microsoft is merely showing how far they are lagging and lagging more with every setting we see.

And when we see that, is the setting we see (at https://arab.news/zzapc) where we are given ‘OpenAI’s Altman says world ‘urgently’ needs AI regulation’, and I don’t disagree on this, but is this given (by him of all people) because Google is getting to much of a lead? It is not without some discourse from Google themselves (at https://www.bbc.com/news/articles/c0q3g0ln274o) the BBC also gives us ‘Urgent research needed to tackle AI threats, says Google AI boss’, consider that a loud ‘Yes’ from my desk, but in all this, the two settings that need to be addressed is verification and validation. These two will weed out a massive amount of threats (not all mind you) and that comes in a setting that most are ignoring, because as I told you all around 30 hours ago (at https://lawlordtobe.com/2026/02/19/the-setting-of-the-sun/) in ‘The setting of the sun’ which took the BBC reporter a mere 20 minutes to run a circle around what some call AI. I added there too that Validation and Verification was required, because the lack there could make trolls and hackers set a new economic policy that would not be countered in time making them millions in the process. Two people set that in motion and one of them (that would be me) told you all so around December 1st 2025 in ‘It’s starting to happen.’ (At https://lawlordtobe.com/2025/12/01/its-starting-to-happen/) as such I was months ahead of the rest. Actually, I was ahead by close to a decade as this were two settings that come with the rules of non-repudiation which I got taught at uni in 2012. As such the people running to get the revenue are willing to sell you down the river. How does that go over with your board of directors? And I saw parts of this as I promised that 2026 was likely the year of the AI class cases and now as we see Microsoft adding to this debacle, more cases are likely to come. Because the greed in people sees the nesting error of Microsoft as a Ka-Ching moment. 

So as we take heed with “Sir Demis said it was important to build “robust guardrails” against the most serious threats from the rise of autonomous systems.” I can agree with this, but that article doesn’t mention either validation of verification even once, as such there is a lot more to be done in several ways. If only to stop people to rely on Reddit as a ‘valid’ source of all data. Because that is a setting most will not survive and when the AI wannabe’s go to court and they will be required to ‘spout’ their sources, any of them making a mention of ‘Reddit’ is on the short track of the losing party n that court case. What a lovely tangled web we weave, don’t we? So whilst we see (there) the statement “Many tech leaders and politicians at the Summit have called for more global governance of AI, ahead of an expected joint statement as the event draws to a close. But the US has rejected this stance, with White House technology adviser Michael Kratsios saying: “AI adoption cannot lead to a brighter future if it is subject to bureaucracies and centralised control.””

Consider that court cases are pushed through a lack of bureaucracy? I am not stating it is good or bad, but in any court case, you merely need to look at the contents of ‘The Law of Intellectual Property Copyright, Design & Confidential Information’ and that is before they rely on the Copyright Act, because there is every chance that Reddit never gave permission to all these data vendors downloading whatever was there (but that is pure speculation by me). And in the second setting we are given “AI adoption cannot lead to a brighter future”, the bland answer from me would be. “That is because it doesn’t exist yet” and these people are banking on no one countering their setting and that is why so many of these court cases will be settled out of court. Because the truth of this is that the power of AI is depending on certain pieces being in place and they are not. Doubt me? That is fine, and I applaud that level of skepticism and you merely need to read the paper “Computing Machinery and Intelligence” which was written by Alan Turing in 1950 to see how easy the stage is misrepresented at present. 

AlanTurinDownload

So is there good news? 
Well if you want to get your dollars in court and you are an aggrieved party, your chances are good and the largest players are set to settle against the public scrutiny that every case beings to the table. And in this day of media, it is becoming increasingly easy as I see it. There is no real number, but it is set to be in the billions where one case was settled on $1.5B, as such there is plenty of work for what some call the ambulance chasers and they will soon get a new highway, the AI Chasers and leave it to the lawyers to find their financial groove and as I see it, people like Michael Kratsios are bound to add to that setting in ways we cannot yet see (we can see some of it, but the real damage will be shown in a year of two) so as some are flexing their muscles, others are preparing their war fund to get what I would see as an easy payday. 

A setting that is almost certain to happen, because there are too many markers showing up the way I expected them to show. Not nice, but it is what it is.

Have a great day as you are all moving towards this weekend (I’m already there)

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