Tag Archives: Artificial Intelligence

June 17, 2025 · 22:10

SYSMIS(plenty)

Yes, this is sort of a hidden setting, but if you know the program you will be ahead of the rest (for now). Less then an hour ago I saw a picture with Larry Ellison (must be an intelligent person as we have the same first two letters in our first name). But the story is not really that, perhaps it is, but i’ll get to that later.

I will agree with the generic setting that most of the most valuable data will be seen in Oracle. It is the second part I have an issue with (even though it sounds correct), yes AI demands is skyrocketing. But as I personally see it AI does not exist. There is Generic AI, there are AI agents and there are a dozen settings under the sun advocating a non existing realm of existence. I am not going into this, as I have done that several times before. You see, what is called AI is as I see it mere NIP (Near Intelligent Parsing) and that does need a little explaining. 

You see, like the old chess computers (90’s) they weren’t intelligent, they merely had in memory every chess game ever played above a certain level. And all these moves were in these computers. As such there was every chance that the chess computer came into a setting where that board was encountered before and as such it tried to play from that point onwards. It is a little more advanced than that, but that was the setting we faced. And would you have it, some greed driven salesperson will push the boundary towards that setting where he (or she) will claim that the data you have will result in better sales. But (a massive ‘but’ comes along) that is assuming all data is there and mostly that is never the case. So if we see the next image

You see that some cells are red, there we have no data and data that isn’t there cannot be created (sort of). In Market Research it is called System Missing data. They know what to do in those case, but the bulk of all the people trying to run and hide behind there data will be in the knowing nothing pool of people. And this data set has a few hidden issues. Response 6 and 7 are missing. So were they never there? Is there another reason? All things that these AI systems are unaware of and until they are taught what to do your data will create a mess you never saw before. Sales people (for the most) do not see it that way, because they were sold an AI system. Yet until someone teaches them what to do they aren’t anything of the sort and even after they are taught there are still gaps in their knowledge because these systems will not assume until told so. They will not even know what to do when it goes wring until someone tells them that and the salespeople using these systems will revert to ‘easy’ fixes, which are not fixes at all, they merely see the larger setting that becomes less and less accurate in record time. They will rely on predictive analytics, but that solution can only work with data that is there and when there is no data, there is merely no data to rely on. And that is the trap I foresaw in the case of [a censored software company] and the UAE and oil. There is too much unknowns and I reckon that the oil industry will have a lot more data and bigger data, but with human elements in play, we will see missing data. And the better the data is, the more accurate the results. But as I saw it, errors start creeping in and more and more inaccuracies are set to the predictive data set and that is where the problems start. It is not speculative, it is a dead certainty. This will happen. No matter how good you are, these systems are build too fast with too little training and too little error seeking. This will go wrong. Still Larry is right “Most Of The World’s Valuable Data Is in some system”

The problem is that no dataset is 100% complete, it never was and that is the miscalculations to CEO’s of tomorrow are making. And the assumption mode of the sales person selling and the sales person buying are in a dwindling setting as they are all on the AI mountain whilst there is every chance that several people will use AI as a gimmick sale and they don’t have a clue what they are buying, all whilst these people sign a ‘as is’ software solution. So when this comes to blows, the impact will be massive. We recently saw Microsoft standing behind builder.ai and it went broke. It seems that no one saw the 700 engineers programming it all (in this case I am not blaming Microsoft) but it leaves me with questions. And the setting of “Stargate is a $500 billion joint venture between OpenAI, SoftBank, Oracle, and investment firm MGX to build a massive AI infrastructure in the United States. The project, announced by Donald Trump, aims to establish the US as a leader in AI by constructing large-scale data centers and advancing AI research. Initial construction is underway in Texas, with plans for 20 data centers, each 500,000 square feet, within the next five years” leaves me with more questions. I do not doubt that OpenAI, SoftBank and Oracle all have the best intentions. But I have two questions on this. The first is how to align and verify the data, because that will be an adamant and also a essential step in this. Then we get to the larger setting that the dat needs to align within itself. Are all the phrases exact? I don’t know this is why I ask and before you say that it makes sense that they do but reality gives us ‘SQUARE-WINDOWED AIRPLANES’ 1954 when two planes broke apart in mid-flight because metal fatigue was causing small cracks to form at the edges of the windows, and the pressurized cabins exploded. Then we have the ‘MARS ORBITER’ where two sets of engineers, one working in metric and the other working in the U.S. imperial system, failed to communicate at crucial moments in constructing the $125 million spacecraft. We tend to learn when we stumble that is a given, so what happens when issues are found in the 11th hour in a 500 billion dollar setting? It is not unheard of and as I saw one particular speculative setting. How is this powered? A system on 500,000 square feet needs power and 20 of them a hell of a lot more. So how many nuclear reactors are planned? I actually have an interesting idea (keeping this to me for now). But any computer that leaks power will go down immediately and all those training time is lost. How often does that need to happen for it to go wrong? You can train and test systems individually but 20 data centers need power, even one needs power and how certain is that power grid? I actually saw nothing of that in any literature (might be that only a few have seen that), but the drastic setting from sales people tends to be, lets put in more power. But where from? Power is finite until created in advance and that is something I haven’t seen. And then the time setting ‘within the next 5 years’ As I see it, this is a disaster waiting to happen. And as this starts in Texas, we have the quote “According to Texas native, Co-Founder and CFO of Atma Energy, Jaro Nummikoski, one of the main reasons Texas struggles with chronic power outages is the way our grid was originally designed—centralized power plants feeding energy over long distances through aging infrastructure.” Now I am certain that the power-grid of a data centre will be top notch, but where does that power come from? And 500,000 sqft needs a lot of power, I honestly do not know how much One source gave me “The facilities need at least 50 Megawatts (MW) of power supply, but some installations surpass this capacity. The energy requirements of the project will increase to 15 Gigawatts (GW) because of the ten data centers currently under construction, which equals the electricity usage of a small nation.” As such the call for a nuclear reactor comes to mind, yet the call for 15 GW is insane, and no reactor at present exists to handle that. 50MW per data center implies that where there is a data centre a reactor will be needed (OK, this is an exaggeration) but where there are more than one (up to 4) a reactor will be needed. So who was aware of this? I reckon that the first centre in Texas will get a reactor as Texas has plenty of power shortages and the increase in people and systems warrant such a move. But as far as I know those things will require a little more than 5 years and depending on the provider there are different timelines. As such I have reasons to doubt the 5 year setting (even more when we consider data). 

As such I wonder when the media will actually look at the settings and what will be achievable as well as being implemented and that is before we get to the training of data of these capers. As I personally (and speculatively) see it, will these data centers come with a warning light telling us SYSMIS(plenty), or a ‘too many holes in data error’ just a thought to have this Tuesday. 

Have a great day and when your chest glows in the dark you might be close to one of those nuclear reactors. 

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May 28, 2025 · 02:15

The call for investors

That is at present the larger setting, everyone wants investors and they all tend to promise the calf with golden horns. As I see it, investing in gold mining, Oil mining and a few others are near dead certain return on investments. The larger group that will seemingly want to invest in AI, the new hype word. Still, considering that Builder.ai went from a billion plus to zilch is a nice example what  Microsoft backed solutions tend to give. You see, the larger picture that everyone is ignoring is that it was baked by Microsoft. Now, this might be OK, because Microsoft is a tech company. But consider that Builder.ai (previous known as Engineer.ai) was supposed to be all ‘good’, yet the media now reports ‘Builder.ai Collapsed After Finding Sales ‘Inflated By 300 Percent’’ This leads me to believe that there was  larger problem with this DML/LLM solution. Another source gives us ‘Builder.ai’s Collapse Exposes Deceptive AI Claims, Shocking Major Investors’ and another source gives us ‘Builder.ai collapse exposes dangers of ‘FOMO investing’ in AI’ yet that is nothing compared to what I said on November 16th 2024 in ‘Is it a public service’ (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) where I stated ““a US strategy to prevent a Chinese military tech grab in the Gulf region” and it is my insight that this is a clicking clock. One tick, one tock leading to one mishap and Microsoft pretty much gives the store to China. And with that Aramco laughingly watches from the sidelines. There is no if in question. This becomes a mere shifting timeline and with every day that timeline becomes a lot more worrying.” With the added “But several sources state “There are several reasons why General AI is not yet a reality. However, there are various theories as to what why: The required processing power doesn’t exist yet. As soon as we have more powerful machines (or quantum computing), our current algorithms will help us create a General AI” or to some extent. Marketing the spin of AI does not make it so.” You see, the entire DML/LLM is not AI, as we can see from the builder.ai setting (a little presumptuous) of me, but the setting that we get inflated sales and then the Register ended their article with “The fact that it wasn’t able to convince enough customers to pay it enough money to stay solvent should give pause to those who see generative AI as a replacement for junior developers. As the experience of the unfortunate Microsoft staffers having to deal with the GitHub Copilot Agent shows, the technology still has some way to go. One day it might surpass a mediocre intern able to work a search engine, but that day is not today.” Is perhaps merely part of the problem the “the technology still has some way to go” is astute and to the point, but it is not the larger problem. It reminded me of the old market research setting, take a bucket of data and let MANOVA sort it out. The idea that a layman can sort it out is hilarious. I have met over the last half a century less than a dozen people who know that they were doing. These people are extremely rare. So whenever I hear a student tell me that they had a good solution with MANOVA, my eyes were tearing with howls of deriving laughter. And now we see a similar setting. But the larger setting is not merely the coded setting of DML and LLM. It is the stage where data is either not verified or verified in the most shallow of situations. And now consider that stage with a 500 billion solution. Data is everything there and verification is one part of that key, a key too many are seeing aside because it is not sexy enough. 

And now we get to the investors who are in “Fear Of Missing Out”, for them I have a consolation price. You see, RigZone gave me (at https://www.rigzone.com/news/adnoc_suppliers_pledge_817mm_investment_for_uae_manufacturing-27-may-2025-180646-article/) hours ago ‘ADNOC Suppliers Pledge $817MM Investment for UAE Manufacturing’, and as I see it Oil is a near certainty of achieving ROI, and as everyone is chasing the AI dream (which of course does not exist yet) those greedy hungry money people are looking away from the certainty piggybank (as I personally see it) and that kind of investment for manufacturing will bring products, sellable products and in the petrochemical industry that is like butter with the fish. A near certainty on investment. I prefer the expression ‘near certainty’ as there is always some risk, yet as I see it, ARAMCO and ADNOC are setting the bar of achievement high enough to get that done and as I see it “ADNOC said the facilities are situated throughout the Industrial City of Abu Dhabi (ICAD), Khalifa Economic Zones Abu Dhabi (KEZAD), Dubai Industrial Park, Jebel Ali Free Zone (JAFZA), Sharjah Airport International Free Zone (SAIF Zone), and Umm Al Quwain. They will generate over 3,500 high-skilled jobs in the private sector and produce a diverse array of industrial goods such as pressure vessels, pipe coatings, and fasteners.” As such the only danger is that ADNOC will not be able to fill the positions and that is at present the easiest score to settle. 

So as we see the call for investors coming from the sound of a dozen bugles, remember that the old premise that getting the call from a setting that works beats the golden horns that some promise and the investors will need another setting (or so I figure). And in the end, the larger question is why builder.ai was backed inn the first place. Microsoft has a setting with OpenAI and as one source gives me “Microsoft and OpenAI have a significant partnership, where Microsoft is a major investor and supports OpenAI’s advancements, and OpenAI provides access to powerful language models through Microsoft’s Azure platform. This partnership enables Azure OpenAI Service, which provides access to OpenAI’s models for businesses, and it also includes a revenue-sharing agreement.” I cannot vouch for the source, but the idea is when this is going on, why go to it with builder.ai? And was builder.ai vetted? The entire setting is raising more questions than I normally would have (sellers have their own agenda and including Microsoft in this is ‘to them’ a normal setting) I do not oppose that, but when we see this interaction, I wonder how dangerous that Stargate will be and $500,000,000,000 ain’t hay. 

And going back to ADNOC we see “ADNOC’s commercial agreements under the In-Country Value (ICV) program have enabled facilities that allow businesses to benefit from diverse commercial opportunities, the company said. The ICV program aims to manufacture AED90 billion ($24.5 billion) worth of products locally in its procurement pipeline by 2030.” More impressive is the quote “ADNOC’s ICV program has contributed AED242 billion ($65.8 million) to the UAE economy and created 17,000 jobs for UAE nationals since 2018, according to the company.” You see, such a move makes sense as the UAE produces 3.22 million barrels per day, that has been achieved from 2024 onward and some say that they exceeded their quota (by how much is unknown to me). But that makes sense as an investment, the entire fictive AI setting does not and ever since the builder.ai setting it makes a lot less sense, if not for the simple reason that no one can clearly state where that billion plus went, oh and how many investments collapsed and who were those investors. Simple questions really.

Have a great day and try not to chase too many Edsel’s with your investment portfolio.

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May 25, 2025 · 18:06

Curveballs

Sometimes life throws you a curveball, that is the simplicity of effects. It is a curveball as people cannot foresee them and in times it is because it comes from an unexpected side. There is basically nothing on this. You just have to accept it. Whether it was fate, karma if luck. These things happen. 

The subject of the ‘guilty’ party is Google (or Alphabet, whatever you want to call it) and the guilty person in this is Sergey Brin (now without a beard apparently. So yesterday I was handed two articles, they came basically out nowhere and appeared in my search finds. I am not even sure what I was looking for, but there you have it. 

First comes ZDNet with ‘I tried Google’s XR headset, and it already beats the Apple Vision Pro in 3 ways’, I don’t know about that as I never tried either, but as Apple seems to be sleeping at the wheel, lets see if Google can make something of this. You see, as Apple was asleep I created 2+ IP solutions for them, but will you know it, they are still seemingly asleep. 

The first one is seemingly the latest, but it was the first my mind created using the idea of partnering Guerrilla Games with Apple and it could just as easy be Google. I mentioned this in 

‘Are there two coins?’ (At https://lawlordtobe.com/2025/05/18/are-there-two-coins/) and optional setting that would give uniqueness and drive to the Apple Vision Pro, not that I really care as my nog tends to solve issues, like melting down Iranian/Russian nuclear reactors (a story for another time) I also created a stealth solution to make Iranian harbours useless for extended times. I cannot control my mind at times. But in this case I wondered what Apple could have done and I came up with several solutions that seemingly slipped their minds. The second set of IP was linked to Ubisoft and now we get to the second article. It was TechCrunch who gave me the second part with ‘Google launches AI tools for practicing languages through personalized lessons’ this seems fine, but in ‘One step left for a new world’ (at https://lawlordtobe.com/2024/11/16/one-step-left-for-a-new-world/), which I wrote on November 16th 2024 I gave the setting that Ubisoft with its Assassin’s Creed franchise had the ability to create language skills as they had already created over 80% and that was the hard part, now I see that the missing part has been created by Google and we get to see (at https://techcrunch.com/2025/04/29/google-launches-ai-tools-for-practicing-languages-through-personalized-lessons/) “Google on Tuesday is releasing three new AI experiments aimed at helping people learn to speak a new language in a more personalized way. While the experiments are still in the early stages, it’s possible that the company is looking to take on Duolingo with the help of Gemini, Google’s multimodal large language model.” So consider that AC Brotherhood could give you lessons in Italian and Latin, AC Unity could cover French and AC Syndicate could cover English. English could also be taught using Watchdogs 2 and 3 (Legion) there is of course Egyptian (AC Origin) and Arabic or Persian from AC Mirage. These games are ready and could be transferred to the XR headset making it even more personal and the kicker is that Apple had these options for over a year. Sucks being granny smith, doesn’t it? Oh, and if Google hadn’t done away with their Stadia they could have had at least 6 billion a year extra (phase one) and a lot more after that. Seems that they weren’t all awake either.

And all this was already on my blog site. As such there is a question where Apple gets its ideas, but in light of the failures I saw in 2024 I am not going to go there. Still if Google can do something more, they are happy to give it a go (a donation to yours truly would be perfectly acceptable).

Not the worst setting for today, but in a Few hours I am going to hand some dodo its liver, I feel a little frisky today. It’s not the weather, it wasn’t raining so I am decently fine. Have a great day.

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May 24, 2025 · 00:09

A swing and a miss

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

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

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

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

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

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

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

Have fun out there today.

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April 10, 2025 · 12:08

New short term thinking

The news hit me somewhere yesterday. I got it by means of a LinkedIn mention, and it gave me reason to pause. Here is one version of that news (at https://techwireasia.com/2025/04/microsoft-pauses-key-builds-in-indonesia-us-and-uk-amid-infrastructure-review/) with the mention ‘Microsoft pauses data centre investment in Indonesia, US, and UK’, and here we see the byline “Microsoft pauses or delays data centre projects in the UK, US, and Indonesia.”, it is my view that they cannot afford this setting. You might have heard the American expression, “Go big or go home” and I think that Microsoft is about to go home. You see, I have forever had the clear opinion that there is no AI. I call it NIP (Near Intelligent Parsing), the setting that if too many start accepting the setting that I was always right (which comes from the clear setting that there is one AI station and it was given to us by Alan Turing) the people will realise that there is no AI and it comes down to programming and a programmer. That setting puts Microsoft in hot water for a lot of heavy water (to be poured over their heads). And lets be clear, a side you can confirm with mere logical thinking. A data Centre is a long term setting. No matter what you put in the White House (by some called the village idiot) whatever this administration is, it is short term and a data centre is long term and that so called hype around their AI should never waver. You see, this short term action (read: knee jerk reaction) implies short term planning and that is where they all get into hot waters. Why did you think that I made mention that Google needs to put a data centre in Iceland and consolidate their thinking into geo thermal reactors? (Reactors might not be the right word). A setting where ceramic tiles (or cylinders) surrounding new constructions that is not unlike a nuclear reactor, but the reactor is all around them, not Uranium rods, the Lava (or Magma) is the powerful and as it is merely bleeding the radiation, the fuel never dissipates and never ending energy is theirs. For all these parties looking of creating data centers (as far as I can see around 50 in total globally) they will all require energy and as one data centre takes energy close to a amount a small city does, we will get energy issues a lot sooner than we think.

Did Microsoft think this through? Pretty sure they did and their conclusion is that they cannot spend billion on data centers. So at the same time as we are given “Rivals Oracle and OpenAI ramp up investments”, I come to the conclusion that Microsoft can no longer afford the bills their ego’s committed themselves to. Feel free to disagree, but they set out this AI ‘vibe’ and own 49% of OpenAI, so why close down their Data Centers whilst they ‘own’ one of the ramp up partners? They are figuring out that they are too deeply committed. And as the world realizes that NIP is not the same as actual AI, they fear what is coming next.

So you decide what to make of the stage of “Microsoft has acknowledged changing its strategy but declined to provide details about specific projects. “We plan our data centre capacity needs years in advance to ensure we have sufficient infrastructure in the right places,” a Microsoft spokesperson said. “As AI demand continues to grow, and our data centre presence continues to expand, the changes we have made demonstrates the flexibility of our strategy.”” As I see it, it is an answer, but not the one that touches on this. I come with questions as ‘What growth?’ All this sets the need for some lowered activity, not pausing, unless you know what comes next and there is a larger setting with Oracle, Tencent and Huawei, I know there is a Swedish centre as well but I forgot the name. All these are ramping up, but Microsoft is pausing? That makes no sense unless there is another reason and my thought of “They can no longer afford it” takes another gander and when we consider that they paused “North Dakota, Illinois, Wisconsin, the UK midlands and Jakarta, Indonesia.” That implies something is going on and when we combine this with “Microsoft cuts data centre plans and hikes prices in push to make users carry AI costs” (source: The Conversation, March 3rd 2025) these elements together implies (imply, not proven) tells me that there is a funding setting for Microsoft. Combine that with the lovely voiced fact of “OpenAI brought in US$3.7 billion in revenue – but spent almost US$9 billion, for a net loss of around US$5 billion.” (Source: the Conversation) we see another failed setting and that failure gets to be bigger. As Amazon, Google, Oracle, Tencent and Huawei steam ahead getting larger data centers and ready long before Microsoft is there means less revenue for Microsoft. I did say that they could go big or go home? I reckon that Microsoft already lost 6 times on front settings and they lost to Amazon, Apple (twice), Sony, Adobe, Google, and IBM. I should add Huawei to that list but they already bungled that setting before Huawei became an actual competitor. A simple deduction from little stupid old me. 

So whatever you do, you might look into the trust you gave Microsoft and see that you are not left with an empty shell. Oh, and to prove that I am not anti-Microsoft you need to know that they did corner the spreadsheet market (Excel) and the flight Simulator market. Microsoft did some things good, but when it comes to the spin setting of vibes they need to reassess their situation.

Have a great day, it’s midweek now. I am happily in the next day.

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February 27, 2025 · 01:35

When words become data

There is an uneasy setting. I get that. You see AI does not exist, and whilst we all see the AI settings develop and some will be setting (read: gambling) 500 billion dollars on that topic, we now see that META is banking on a 200 billion on the stage. But what is this stage? We can tun to Reuters  who gives us ‘Meta in talks for $200 billion AI data center project, The Information reports’ (at https://www.reuters.com/technology/meta-talks-200-billion-ai-data-center-project-information-reports-2025-02-26/) where we are given “A Meta spokesperson denied the report, saying its data center plans and capital expenditures have already been disclosed and that anything beyond that is “pure speculation”” However, when we set the stage on a different shoe we see another development. You see, when we think of this in non-AI terms we get that a Data Centre generally ranges from $10 million to $200 million with a typical commercial data center costing around $10-12 million per megawatt of power capacity; smaller data centers can cost as low as $200,000 to build. So when we consider that the upper range of a data centre is $200 million. So what kind of a data centre gives the need to be a thousand times bigger? Now, consider that there are enough people clarifying that AI does not exit. I see AI what some people call True AI and that springs from the mind of Alan Turing. He set the premise of AI half a century ago. And whilst some of the essential hardware is ready, there are still parts missing. Yet what some now call AI is merely Deeper Machine Learning and it gets help from an LLM. This setting requires huge amounts of data, so when you consider that that data comes from a data centre. What on earth is META up to? When need a data centre a thousand times bigger? The only size that makes sense for 200 billion is a data centre that could gobble up whatever Microsoft has as well as Google’s data centers in one great swoop and that is merely the beginning.

Speculation
The next part is speculation, I openly admit that. So when (not if) America defaults on their loans we get an implosion of current wealth and the new wealth will be data. Data will in the near future be the currency that all other parties accept. As such Is META preparing for a new currency? As I see it the simplest setting is whomever has the most data will be the richest person on the planet and that would make sense, that explains Trump’s 500 billion for a data centre and now META is following suit. You see Zuckerberg is really intelligent. I saw that setting 5 years before Facebook existed, but my boss told me that my idea was ludicrous, it would never work. Now we see my initial idea spread all over the planet with every marketing organisation on the planet chomping at the bit to get their slice of pie. So Zuckerberg does have the cajones and the drive to proceed. When data is currency they will be one of the few players in the new economy. And when you take my speculation (possibly even insightful presumption) these data centers make sense and being able to set predictive data learned from active and historical data makes sense in a very real way. Predictive data will be the wave of the future. It still is not AI, but it is in very real ways the next step in data needs. Predictive analytics set the path of this wave 1-2 decades ago. And now we see more data transformations and when the main roads are dealt with the niche markets can be predicted and seen in very real ways.

And the stage is more real than you can see. When people like Zuckerberg are cashing out to get their data centers up and running, there is a real drive to be first to cash in. As I see it, my next step would be to score a job with a data centre doing mere maintenance and support work. You see, as all these big players evolve their needs, their manpower will need to come from infrastructures that these data centers require. So support and power will have the greatest staffing needs in the next decade. Just my thoughts on the matter.

Have a lovely day today

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February 21, 2025 · 04:46

To all these sales losers

Yes, it sounds a little vindictive and that is where I am. So to get to this, we need to assess a few things and as always I do assess where I am. To set that stage, we need to see the elements. As I early as February 8th 2021 I have stated “AI does not exist” I did so in ‘Setting sun of reality’ (at https://lawlordtobe.com/2021/02/08/setting-sun-of-reality/)

I have done so several times since and as always I got the ‘feedback’ that I was stupid and that I didn’t understand things. I let it slide over and over again and today the BBC handed me my early Christmas present. They did so in ‘Powerful quantum computers in years not decades, says Microsoft’ (at https://www.bbc.com/news/articles/cj3e3252gj8o) where we find “But experts have told the BBC more data is needed before the significance of the new research – and its effect on quantum computing – can be fully assessed. Jensen Huang – boss of the leading chip firm, Nvidia – said in January he believed “very useful” quantum computing would come in 20 years.” In 20 years? I can happily report I will be dead by then. Yet the underlying setting is also true. If actual AI is depending on a quantum chip and fully explored shallow circuit technology, we can therefor presume that true AI is at least 20 years away. I believe that another setting is needed, but that is not here nor there at this point. 

Don’t get me wrong. What we have now is great, even of a phenomenal nature, but it is not AI. Deeper Machine Learning is becoming more and more groundbreaking. And the setting together with LLM is amazing, it just isn’t AI. Together with the Microsoft setting of ‘in years’ comes nice. In an age that hype settings are required, the need for annual redefinition of something it isn’t will upset massive amount of sales cycles. They will suddenly need to rely on whatever PR is running with marketing setting the tome of what becomes next. A new setting for sales I reckon.

I have some questions on the quote “Microsoft says this timetable can now be sped up because of the “transformative” progress it has made in developing the new chip involving a “topological conductor”, based on a new material it has produced.” My question comes from the presumption that this is untested and unverified. I am not debating that this is possible, but if it was the quote would include (along the lines of) “the data we have now confirms the forward strides we are making” as such the statement is to some degree ‘wishful thinking’ it isn’t set in verifiable rule yet. It seems that Travis Humble agrees with me as we also get “Travis Humble, director of the Quantum Science Center of Oak Ridge National Laboratory in the US, said he agreed Microsoft would now be able to deliver prototypes faster – but warned there remained work to do.” But the underground on this is set to a timeline that gives doubt to the set of Stargate and its $500 billion investment. Consider that the investment is coming over the next 4 years, all whilst ‘interesting’ quantum technology is 20 years away. So what will they do? Invest it again? Seems like a waste of 500 billion. In that case can I have 15 million of that pie? I need my pension investment in Toronto (apartment included). The larger setting of wasteful investment. Does Elon Musk know that there is 500 billion in funds being nearly wasted? 

And the simplest setting (for me) is also overlooked. It is seen in the quote “meaningful, industrial-scale problems in years, not decades”, that implies that there is no real AI at present. And my ego personally sees this as “Game, set and match for Lawrence”, as such all these sales dodo’s with their “You do not know what you are talking about” will suddenly avoid gazes and avoid me whilst they plan their next snappy come back. In the meantime I will leisurely relax whilst I contemplate this victory. It is the second step in my blog, the timeline shows what I wrote and when I wrote it. It could have gone the other way, but my degrees on the technology matter were clearly on my side.

And “Microsoft is approaching the problem differently to most of its rivals.”? Well, that is the benefit of taking another step, optionally innovative step in any technology. Microsoft cannot be wrong all the time and here they seemingly have a winner and that’s fair, they optionally get to win this time. 

In the setting of ego I start the day (at 04:30) decently happy. Time I had a good day too. As such there is nothing to do but to wait another 240 minutes to have breakfast. Better have a walk before then. Have a good or even better, a great day today.

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February 11, 2025 · 22:46

Just Asking

Today I started to ask questions within me. I have been an outspoken critic on the fact of AI and knowing it doesn’t exist questions came to mind. Question that, as I see it the BBC isn’t asking either. So lets get to this game and let you work out what is real.

Phase One
In phase one we look at AI and the data, you see any deeper machine learning solution (whether you call it AI or not) will depend on data. Now we get that no matter what you call this solution it will require data. Now that Deeper Machine Learning and LLM solutions require data (as well as the fact that the BBC is throwing article after article at us) who verifies the data?

Consider that these solutions have access to all that data, how can any solution (AI or not) distinguish the relevant data? We get the BBC in January give us this quote “That includes both smaller, specialist AI-driven biotech companies, which have sprung up over the past decade, and larger pharmaceutical firms who are either doing the research themselves, or in partnership with smaller firms.” My personal issue is that they all want to taste from the AI pie and there are many big and small companies vying for the same slice. So who verifies the data collected? If any entry in that data sphere requires verification, what stops errors from seeping through? This could be completely unintentional, but it will happen. And any Deeper Machine Learning system cannot inspect itself. It remains a human process. We will be given a whole range of euphemistic settings to dance around that subject, but in short. When that question is asked, the medical presenter is unlikely to have the answer and the IT person might dance around the subject. Only once did I get a clear answer from a Chinese data expert “We made an assumption on the premise of the base line according to the numbers we have had in the past”, which was a decent answer and I didn’t expect that answer making it twice as valuable. There is the trend that people will not know the setting and in the now there is as I see it, a lack of verification. 

Phase Two
Data Entry is a second setting. As the first is the verification of data that is handled, the second question is how was this data entered? It is that setting and not the other way round. You must have verifiable data to get to the data entry part. If you select a million parameters, how can you tell if a parameter is where it needs to be? And then there is a difference between intrinsic and extrinsic data. What is observed and what is measured. Then we get to the stage that (as the most simple setting) that are the Celsius and Fahrenheit numbers correct (is there a C when if should be an F) you might think that it is obvious, but there are settings when that is a definite question mark. Again, nothing intentional, but the question remains. So when we consider that and Deeper Machine Learning comes with a guidance and all this comes from human interactions. There will be questions and weirdly enough I have never seen them or seen anyone ask this (looking way beyond the BBC scope).

Phase Three
This is a highly speculative part. You see environment comes into play here and you might have seen it on a vacation. Whilst the locals enjoy market food, you get a case of the runs. This is due to all kinds of reasons. Some are about water and some about spices. As such the locals are used to the water and spices but you cannot handle either. This is an environmental setting. As such the data needs to be seen with personal medical records and that is a part we often do not see (which makes sense), but in that setting how can any solution make a ‘predicted’ setting when part of that data is missing?

So, merely looking at these three settings. I have questions and before you think I am anti-AI. I am not, it merely doesn’t exist yet and whilst the new Bazooka Joe’s are hiding behind the cloak of AI, consider that all this require human intervention. From Data Entry, to verification and the stage of environmental factors. So do you really think that an Indian system will have the same data triggers as a Swedish one? And consider that I am merely asking questions, questions the BBC and many others aren’t seemingly asking.

So take a moment to let that shift in and consider how many years we are away from verified data and now consider all the claims you see in the news. And this is only the medical field. What other fields have optionally debatable data issues?

Have a great day and when Mr. Robot say all is well, make sure you get a second opinion from a living GP. 

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January 30, 2025 · 13:51

Overdrive, or drive over

That is the setting. We can try to set the premise of DeepSeek (a waste of my time), we can set the premise of Microsoft AI (a waste of everyones time) and yes the 14 billion will have an effect and we can speculate on the 500 billion that StarGate is going to cost and what exactly will be the enabling part. Did anyone consider the ROI of that idea? That prospect will need to make at least 15 billion annual to make it worth. Throwing big printed cash at it will be as useless as the quantitive easing that Mario Draghi promised about a decade ago. Yup, it won’t go anywhere. 

But that led me to a setting many seem to ignore, so lets have the list:

Microsoft 365 Copilot: A monthly subscription that costs $30 per person. Copilot Free is available with the Microsoft 365 Business Basic plan. Copilot Pro is a monthly subscription that offers more advanced features. 
So at present, how many people are on this plan? It seems that Microsoft isn’t to talkative on ‘how successful’ it actually is. We get spread numbers and these numbers doesn’t seem to validate the billions invested.

Azure Machine Learning: A pay-as-you-go service with pricing based on the number of vCPUs. 
Azure AI Search: A service with pricing based on the number of text records or images processed. 

Here I have more issues. You see, we are given “Azure AI. Azure AI provides users with powerful tools that can be used to create innovative solutions using machine learning, natural language processing (NLP), computer vision, and more” How can any machine learning create innovative solutions? If it is machine learning someone else has it already, making it reengineering at best, optionally an innovative patent. I always (perhaps incorrectly) see pay-as-you-go as a dodgy solution. You either commit, or you don’t. 

Computer Vision API: A service with pricing based on the number of transactions processed. 
So, a service based on transaction processing, on that case if the IT department doesn’t throttle its usage there is every chance that an intern could blow up cost as it is happening.

Azure AI Content Safety: A service with pricing based on the number of text records or images processed. 
Azure AI Content Understanding: A service with pricing based on the number of hours of content processed. 

All this is set to a counter (like ConfirmIT) and that is the only company that had a good handle on it, a setting with decades. Now, there is a chance that I forgot a few solutions and that is OK. I am not heading an aspirational setting of academic instance.

You see everyone is on the bandwagon and I am too tired (or too old) to care. The media can’t be bothered unless digital currency is flowing their way. Yet in all this when did you see a clear description of AI solutions in use by Amazon, IBM or Oracle? You see, the DeepSeek issues of the last few days stirred a few minds. They are now also seeking Return on Investment (ROI) and that image is not clear, at least the media seemingly can’t be bothered and the influencers now shouting their wisdom on LinkedIn are also at times tedious and for the most a waste of everyones time. So why Microsoft? I don’t really care about it, but they (and their sickofans) are shouting how good their solutions are, but we see no clear numbers. And at present clear numbers is what the most of the population want. 

Am I wrong?
I doubt it, the signs are there and when we see a small message on the left, the right clearly muffle that sound out. You see Shelly Palmer in IEEE Spectrum writes “As for the 100,000 jobs the project is supposed to create? Some construction jobs will be created as the data centers are built, but many more (millions more) will be created as the data centers come online. We’ve never had a compute cloud like this—there’s literally no way to calculate the economic impact of this amount of AI compute. It will be massive.” I actually don’t know about that. The idea that “there’s literally no way to calculate the economic impact of this amount of AI compute” is as I see it bogus. For 500 billion ($500,000,000,000) I expect more. But at present it comes across like a huge NSA data collection hub. Come to think of it, We could (optionally) get some data from the NSA, Google or IBM. They have experience with really big data centers. So what are those costs? What is the return on investment? And there is the setting of the value of collected data and that will not even have value until lots of data is collected, so lets say by 2030 and all those billions need to show investment value and at present the big-tech market lost over 1 trillion dollars a few days ago. So where is the ROI of all this?

Then we get “There are many tech skeptics, and it has become fashionable to denigrate and vilify big tech. To me, the Stargate Project is the first step in securing the future of the U.S. economy as well as our digital and cyber security. Every business will benefit from the power and promise of AI, and—like it or not, believe it or not—warfare will be dominated by AI. Today, the U.S. has a clear lead. The Stargate Project will help ensure it stays that way.” My issue is that there are always skeptics, I am one to some extent and the words “the power and promise of AI” fills me with dread. It is the included word “promise” and warfare isn’t dominated by AI, the setting pf properly programmed deer machine learning is. It is not AI and it is unlikely to show until somewhere in early 2040 at best (as I personally see it) but the 500 billion is coming out of ‘our’ pockets now. Yes, I know what they say that corporations will push the bill. Yet when this goes pear shaped. They will al put in in a bad bank account and relinquish the debt as a write off, so you, in the end still pay the bill in some way.

Then there is the sentence “Today, the U.S. has a clear lead” do they? DeepSeek is Chinese and their setting blew the rest away, you want to find out what a two-nil for China looks like? You are about to see that in very unrespectful terms. And as everyone is on that so called AI horse no one is investigating it, the media least of all.

In the meantime I will reengineer games. There is at least some revenue in that. And as I saw the reengineering options for ‘Infamous: Second Son’ The Sony firms could get some more coins from an 11 year old game on the PS4. And now there is an option to get it upgraded to PS5. Consider the gaming population. Whomever played in to PS4 (early days PS4) would like the setting on PS5, I tried that original game on PS5 and it plays well. A few minor glitches but that is what happens. The storyline could be upgraded and with linearity removed the game would get a much tougher stance. Then add the ‘cleaning’ of Seattle and we get a more complete game. With the setting to an optional change to Smoke-TV-Neon sequence the game alters a fair bit, and in this the game could also encase the stealth option in the game. Take with that the option to go back to the beginning to free the people from concrete affliction the good and the bad will also alter to some degree and it isn’t merely the good and the bad setting, the larger stage of animosity could reverberate through the game. And I am now looking to a few more games. A setting that I believe is great for Sony in the immediate future. 

Can’t stop a creative mind puzzling on how to make something better, a trick that isn’t possible with Deeper Machine Learning and LLM’s. Have a great Thursday.

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