Tag Archives: AWS

April 23, 2026 · 07:30

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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April 21, 2026 · 23:55

This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

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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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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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February 25, 2026 · 22:41

Today is the difference

That is what people will tell themselves and I would agree, but there is a setting that no one ever expected. You see, America has just had its State of the Union. And the ‘books’ say that the state of the union is:

An annual message delivered by the president of the United States to a joint session of the United States Congress near the beginning of most calendar years on the current condition of the nation.The speech generally includes reports on the nation’s budget, economy, news, agenda, progress, achievements and the president’s priorities and legislative proposals. The address fulfills the requirement in Article II, Section 3, Clause 1 of the U.S. Constitution that the president “shall from time to time give to the Congress Information of the State of the Union, and recommend to their Consideration such Measures as he shall judge necessary and expedient”.

So we can assume that the Americans will be given a true representation of what is, what might be and what is desired. So we get two sources. First the Dutch NOS who gives us “‘US stronger than ever,’ Trump says in campaign speech riddled with falsehoods” (in Dutch, at https://nos.nl/artikel/2603925-vs-sterker-dan-ooit-zegt-trump-in-campagnespeech-vol-onwaarheden) and to avoid translating the whole enchilada, we can turn to CNN who gives us (at https://www.cnn.com/2026/02/24/politics/fact-check-state-of-the-union) ‘Fact check: Trump makes false claims about the economy, elections and crime in State of the Union’ and CNN fires of the first sinker of whatever battleship opposes it with “Many of them were long-debunked falsehoods familiar from his rallies, interviews and social media posts. These include various lies disparaging the fairness of US elections, his false claim that he ended wars that were never actually wars or never actually ended, and his fictional “$18 trillion” figure for supposed investment in the US over the past year. The subject on which he was most frequently inaccurate was the economy. Among other things, Trump overstated the performance of the economy during this presidential term to date, overstated the inflation he inherited from the Biden administration, used highly misleading figures when discussing gasoline prices, and wrongly asserted, twice, that foreign countries are paying the tariffs that are actually being paid by US importers.” And weirdly enough I get it, a nation that is broke is the most unlikely to state in its statement of the budget “We are destitute, we squandered all you have and the United States doesn’t have anything left, we are a drowning vessel with no hope for shore. It sounds like a passenger on the Titanic that asks “Is land far away?” And the crew member states, no madam, it is a mere 3,800 meters to land. The lady asks what direction she should swim. The crew answers straight down. 

That is the setting as I see it, that the United States of America is in. The 18 trillion is to avoid the discussion of the United States defaulting on its loans, because that will be the next setting to scuttle Wall Street, pension funds and several other funds who have been banking of US Treasury bills. And I am not alone, David Kelly (JP Morgan) stated last October that the United States was going broke slowly, I am no longer convinces that it is going slowly. As the America administration is vying for the next hype, they are banking with funds they no longer have and as I see it, any nation with US treasury bills is about to sell them with a loss and there is no going back. I warned for this for almost a decade and no one wanted to listen. In stead of overhauling the tax system, people started screaming that they should tax the billionaires whist that might merely stop the avalanche that comes for a mere week and it would be unlawful. But that is for another day. CNN also gives us “As of the night of Trump’s address, the White House’s own website said the figure for “major investment announcements” during this Trump term was “$9.7 trillion,” and even that is a major exaggeration; a detailed CNN review in October found the White House was counting trillions of dollars in vague investment pledges, pledges that were about “bilateral trade” or “economic exchange” rather than investment in the US and vague statements that didn’t even rise to the level of pledges.” Sol why did he double it? I reckon that the economy is at a massive decline with waging war on Canada, Greenland and a few other places. Canada and the EU are don’t with him. I personally believe that China is too, there is too much in the recession pipeline, China has won and the United States lost. A war that never had any chance of success. Why? When you consider the ‘innovation’ that some tech companies proclaimed all whist they cannot figure out the innovation that Huawei is sporting, that should be enough and now that we see some political game between OpenAI and Microsoft with hundreds of billions at stake, the AI war is seemingly settled in favour of Google, AWS and IBM. So whilst we get all kinds of innovation speech on how AI can replace COBOL programmers (downgrading IBM stock by 10%), we are unlikely to see that happen, as such IBM stock will repair itself and the proclaimers of that setting (Anthropic) fail to deliver, their basket will be floating down the Nile to the space of a hungry Crocodile. And in all this no one is asking how Anthropic got the trained DML engine that could do this, because if it only went from the manuals, they are in for a big surprise as I see it. IBM programmers got COBOL to cry ‘mommy’ whilst getting 12 statements out of 8 lines. I know it does not make sense, but there is a bigger setting and whilst I only casually did COBOL in 1985, I am in no way an expert. Yes there COBOL AI can run circles around me, not IBM programmers wit decades of experience. And that is merely one of many setting where the America Economy falls flat. And the United States are making it harder on itself with every iteration of tech enterprises that are playing some bluff game and are setting the bar to miscommunication in the 11th hour. That Is how I personally see it and the media is chasing digital dollars, so they are mostly no help. 

Then CNN gives us “Trump claimed gas prices are “now below $2.30 a gallon in most states, and in some places, $1.99 a gallon.” But no state had an average gas price on Tuesday below $2.37 per gallon, according to AAA; only two states had an average below $2.50 per gallon. And while there are some individual gas stations selling gas for below $2 per gallon, they are scarce; Patrick De Haan, head of petroleum analysis for the firm GasBuddy, said during the speech that the firm found just four stations across the country below $2 (aside from special discounts) out of the roughly 150,000 stations the firm tracks, so about 0.003% of the total.” As such we see the state of the union a setting where the United States might actually be broke, I have no evidence to that effect, but it renders correctly with all the other facts we are given and the other settings we have been watching for years. As such today is the difference and I wonder who will actually as the president of the United States whether it is acceptable that the State of the Union was based on incorrect miscommunications. 

A fair question, not?
And now I hear (unverified) that Canada has told StarLink to vacate Canada, its allocated frequencies have been retracted, its hardware must be removed in 60 days and as I see it, that will imply that America gets even less money now. As I stated, this was unverified and asI had only one source, it is not enough. Perhaps I get more data later, but for now, whomever hears that news, take it with a spoonful of salt. 

So have a great day and feel free to question the data your government gives you. 

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February 15, 2026 · 10:58

When Grok gets it wrong

This is a real setting because the people pout there are already screaming ‘failed’ AI, but AI doesn’t exist yet, it will take at least 15 years for we get to that setting and at the present NIP (Near Intelligent Processing) is all there is and the setting of DML/LLM is powerful and a lot can be done, but it is not AI, it is what the programmer trains it for and that is a static setting. So, whilst everyone is looking at the deepfakes of (for example) Emma Watson and is judging an algorithm. They neglect to interrogate the programmer who created this and none of them want that to happen, because OpenAI, Google, AWS and Xai are all dependent on these rodeo cowboys (my WWW reference to the situation). So where does it end? Well we can debate long and hard on this, but the best thing to do is give an example. Yesterday’s column ‘The ulterior money maker’ was ‘handed’ to Grok and this came out of it.

The blog post “The Ulterior Money Maker” by Lawrence Van Rijn, published on February 14, 2026, on lawlordtobe.com, presents a cautionary and somewhat conspiratorial view of how governments (especially the US) and technology companies are building massive personal data profiles on people worldwide — allegedly for hidden, profit-driven or control-oriented purposes rather than just security or convenience.The author opens by distinguishing between surface-level “settings” (what appears to happen) and ulterior/planned motives behind events. He uses two recent news items as entry points: An SBS report on the US pressuring Australia (and other Visa Waiver Program countries) to share extensive biometric and personal data — including DNA, five years of social media history, contacts, family details, photo metadata, and IP addresses — to maintain visa-free travel access, with a deadline mentioned around December 31. The UK has already signed such an agreement, while the EU is negotiating. The author sees this as governments “selling out” citizens.
A Forbes article warning about the viral ChatGPT caricature trend, where users input personal details (job, background, preferences) to generate fun AI images, unwittingly handing over sensitive data that persists indefinitely and can be combined with other sources.
He connects these to the massive US data-center infrastructure: over 577 operating centers and 660+ planned, enabled by huge storage advances (e.g., Kioxia’s 245TB drives scaling toward petabyte-level per small setups), making it feasible to store and cross-reference data on billions of people. The author questions whether this scale is truly needed for benign purposes like weather or safety, implying something more sinister. Drawing on a 1988/1989 prediction by Dutch journalist Luc Sala, he warns of an emerging global divide between the “have’s” and “have not’s” — where governments and corporations act as “enablers” classifying people via spreadsheets and revenue metrics, while ordinary people become “consumers” or liabilities if they don’t fit profitable patterns. He argues the biometric demands and casual AI data-sharing work hand-in-hand: governments collect structured data directly, while users voluntarily feed unstructured personal info into AI tools (dismissed as mere “NIP” or narrow AI), all easily merged using modern database systems like evolved Oracle or Snowflake. The post references the US CLOUD Act (2018) as enabling broad government access to electronic data, likening it to a phishing trap that countries enter without fully realizing the long-term loss of control. Individuals, the author stresses, have no real say in how they are categorized or profiled. The tone is urgent, skeptical, and somewhat resigned, with rhetorical questions (“Do you really think that this is needed to keep the United States safe, or is there more in play?”) and direct reader address. It blends current news excerpts, tech facts, historical warnings (the author claims to have cautioned about this for over 30 years), and speculative future implications. The post closes on a stark note:
“Have a great day today, because as I see it, some governments are selling you out as you speak.”Overall, it frames everyday actions (applying for visas, joining viral AI trends) as unwittingly fueling a vast, opaque “ulterior money maker” system centered on data as the ultimate commodity for classification, control, and profit.

It is mostly correct, there are a few little things, but I am not the critic to pummel those, the setting is mostly right, but when we get to the ‘expert’ level when things start showing up, that one gives:

It contains only a single link: https://lawlordtobe.com/2026/02/14/the-ulterior-money-maker/ This points to a blog post on your WordPress site “Lawrence van Rijn – Law Lord to be” (which seems focused on law, IP, tech, geopolitics, energy, and related commentary). However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content. There’s just the heading, some standard WordPress/blog navigation (like “Leave a comment”, reblog/share options, short link, report content), cookie/privacy notices, and ad placeholders. No paragraphs, analysis, or details are present yet. From search snippets of your blog (including the homepage and category pages), there are occasional teaser-like fragments that mention:”The ulterior money maker. That is the setting, but what is true and what is ‘planned’ is another matter. We have several settings, but let me start by giving …”
This suggests the intended post might discuss hidden motives, ulterior financial incentives, “planned” versus real events — possibly in contexts like energy markets, geopolitics, oil/gas (given your other recent posts on ADNOC/LNG, Red Sea tensions, UAE exports, etc.), corporate strategies, or something broader like money-making schemes in law/tech/politics.Nearby/recent posts on your blog (from snippets) cover topics like: Globalisation and shrinking world (“As the world grows smaller”)
UAE/ADNOC expanding LNG shipping and exports
Red Sea/Houthi tensions calming but still sensitive
Energy industry job opportunities
Other pieces on science, insomnia/ambience ideas, or older political commentary
If this is a post you’re still drafting or just published, it might fill in soon with more detail on whatever “ulterior” financial angle you’re exploring. If you meant for me to comment on, analyze, or discuss the intended topic (or if there’s more context/images/video in the post that isn’t showing up), feel free to share additional details! What’s the main idea behind “The ulterior money maker”?

Grok just joined two separate stories into one mesh, in addition as we consider “However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content” and this ‘expert mode’, which happened after Fast mode (the purple section), so as I see it, there is plenty wrong with that so called ‘expert’ mode, the place where Grok thinks harder. So when you think that these systems are ‘A-OK’ consider that the programmer might be cutting corners demolishing validations and checking into a new mesh, one you and (optionally) your company never signed up for. Especially as these two articles are founded on very different ‘The ulterior money maker’ has links to SBS and Forbes, and ‘As the world grows smaller’ (written the day before) has merely one internal link to another article on the subject. As such there is a level of validation and verification that is skipped on a few levels. And that is your upcoming handle on data integrity?

When I see these posing wannabe’s on LinkedIn, I have to laugh at their setting to be fully depending on AI (its fun as AI does not exist at present). 

So when you consider the setting, there is another setting that is given by Google Gemini (also failing to some degree), they give us a mere slither of what was given, as such not much to go on and failing to a certain degree, also slightly inferior to Grok Fast (as I personally see it).

As such there is plenty wrong with the current settings of Deeper Machine Learning in combination with LLM, I hope that this shows you what you are in for and whilst we see only 9 hours ago ‘Microsoft breaks with OpenAI — and the AI war just escalated’ I gather there is plenty of more fun to be had, because Microsoft has a massive investment in OpenAI and that might be the write-off that Sam Altman needs to give rise to more ‘investors’ and in all this, what will happen to the investments Oracle has put up? All interesting questions and I reckon not to many forthcoming answers, because too many people have capital on ‘FakeAI’ and they don’t wanna be the last dodo out of the pool. 

Have a great day.

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January 26, 2026 · 10:38

Relation to all settings

That is what I had two days ago. I didn’t act on it, because I had an IP idea and that tends to take precedence. But two days ago and for more the entire last week I have been ‘brooding’ over these grocery stores (Microsoft and Amazon) giving us that they were setting ‘localised’ protection settings and there was the rub. So here goes and I am trying to do it in certain orders (mostly chronographically). So I saw news that was a little weird, because “The U.S. CLOUD Act (passed 2018) empowers U.S. law enforcement to compel American tech companies to provide data stored on servers globally, regardless of whether the data is in the U.S. or overseas. It focuses on data control by U.S.-based entities rather than physical location. Separately, “American Cloud” refers to an independent provider offering zero egress fees, focusing on data sovereignty.” And with the intellectually challenged person they put in the white house and his ‘power hungry’ grabbing notions, the world is in clear and present danger. It was only a moment that I was confused, but this made a lot more sense than trying to grab Venezuelas oil. And I think that was what is seemingly all that need for all those data centres, the AI was merely icing on the cake, the real price is the global data that is now slowly heading to all these data centres and only localised non American set data centres are safe. As far as I know there is merely one in Sweden and that is basically it. And don’t think that you are safe, the image below shows the tainted corporations that have at least one American data centre.

The Dutch Netherlands Broadcasting Foundation (NOS) gives us that 100% of the Dutch media has American links (what a surprise) and for the rest, there is little else, only the psychiatrists have only 56% ‘tainting’ by yanks as the expression goes. As such this was brought to the surface by the Conversation who (at https://theconversation.com/microsofts-ai-deal-promises-canada-digital-sovereignty-but-is-that-a-pledge-it-can-keep-272890) gave us ‘Microsoft’s AI deal promises Canada digital sovereignty, but is that a pledge it can keep?’ Which was given to us on January 19th, as such it is BS in a jar, because as you saw, the 2018 act gives America access to it all and you have seen how boated this White House is, so as such you have no chance in hell to keep your data safe. Fortunately I had a second setting and as I ‘exploited’ a Banyan vices weakness in cloud settings, I am a little more safe than most and do you think that this is limited to global personal data? How long until you are forced to watch how American ‘corporation’ use whatever IP they can find? Some give us ‘OpenAI Plans to Take a Cut of Customers’ AI-Aided Discoveries’, so how long until the fading between that and ‘OpenAI Plans to Take a Cut of offered AI-Aided Discoveries’ that threshold is a lot smaller than you thought possible. And whilst other sources (read: NBC) give us at https://www.cnbc.com/2026/01/15/amazon-sovereign-cloud-europe-expansion.html ‘Amazon’s European sovereign cloud launch is a ‘big bet,’ AWS CEO Garman tells CNBC’ Yes and it makes no difference. Amazon and AWS are American companies as such America can grab that data. It’s like a sugar addict telling you that your jollies are safe. In this regard no follies are safe and as I see it several government should have acted in 2018, but most of these governments were possibly lulled to sleep with BS promises. As such the world has no longer any time to adjust. Personally I think that a specialized form of what was called in the 90’s as the DB virus. The virus was incredibly clever. It was a data virus unlike any other. The virus changes all your data and data went from 0 1 2 3 4 5 6 7 8 9 to 5 2 7 5 9 0 4 1 3 the problem was that until the virus was removed no one had a clue what was going on and when the virus was removed all numbers got to be hustled up, making the data useless. I reckon that a slightly more evolved setting is required here. And whomever objects can go catch an arial coitus (they are in towns with a population of 1 (you). It is all I can come up with in a few seconds but that is set into a larger setting, the viral setting is the desktop, and as it is ‘divided’ from the cloud data there is nothing America could do about it. All those Exabytes of useless data, makes my cry with laughter that is. So whilst AWS is giving us “The cloud will be “physically and logically separate” from other AWS regions, the company said.” It wouldn’t mater because AWS/Amazon is still an American company and this white house doesn’t care what you think. It is all America first, as such my option might make a little more sense. And there is still those dedicated Swedish (optionally Danish) cloud providers too who rely on Linux or at least non-American software solutions. And we all need to consider what is at stake, because this White House is a lot more desperate that we think they are. I am still sifting though data (and I have too little validation) but it seems that Goldman Sachs just offloaded $847 Billion in US Bonds (a part I cannot validate yet, but the papers are allegedly with the SEC) and if that is the case, the final pushes are now in play in America, as such they need all our data as they are getting desperate, which might take a while because the SEC has over 4400 documents involving Goldman Sachs.

But the premise of this situation is a little too dire for me to blatantly copy what other media is stating, and the media is not the trustworthy in my book. So have a great day this Sunday and as It is 14 degrees cooler than yesterday, I should be good, but with this heat I would rather be in Canada (and I reckon they prefer to be here).

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December 25, 2025 · 01:07

They had twins

Yup, it happens. At times we have kids, progeny so to speak and some get two for a simple roll in the hay. Yet this isn’t about kids. It is about Gemini 3, Googles seemingly finest product. It is so great that Microsoft barred Google Chrome from installing and they blamed it on some weird parenting setting. And then the media lacked looking at it, probably some revenue driven courtesan issue. All speculation, but I would prefer to set this to presumption, still I have no evidence. So it is all allegedly, but the settings on Gemini are clear. I read it myself (so it must be true). I will start with FXLeaders who (at https://www.fxleaders.com/news/2025/12/23/google-stock-heads-to-record-highs-as-gemini-3-outperforms-chatgpt/) gives us ‘Google Stock Heads to Record Highs as Gemini 3 Outperforms ChatGPT’, as such it is now the fifth time Microsoft loses. There was Sony, There was AWS, There was Google and now there is Google again. It sucks to be Microsoft. And the howling continues. 

So FXLeaders gives us two bullets that matters.

  • The launch of Gemini 3 has intensified competitive pressures in the AI sector, while regulatory concerns add complexity to the investment landscape.
  • Insider selling and a cautious market sentiment suggest that near-term upside may be limited, but long-term support from institutional investors remains strong.

So as we are given “Alphabet emerged as one of the standout megacap performers in November, delivering a decisive breakout that carried shares through the $300 mark and to a fresh all-time high near $329. The move completed a strong rebound from a late-September pullback and reinforced confidence in the company’s long-term growth trajectory. The rally was fueled by sustained institutional demand and growing optimism around Google’s artificial intelligence roadmap. For much of October and November, Alphabet benefited from its unique position at the intersection of digital advertising dominance and AI platform leadership.”

As well as “The rollout of Gemini 3—trained primarily on Google’s in-house chips rather than external hardware—has sparked renewed debate around vertical integration in artificial intelligence. Supporters view this as a long-term strategic advantage, potentially lowering costs and reducing reliance on third-party suppliers while optimizing performance. Recent benchmark results, where Gemini 3 reportedly outperformed ChatGPT in several categories, have added to that narrative and intensified competitive pressure across the sector.” So wonder about how the media could not get you this two weeks ago and wonder now why I refer to the media (the larger part) as the Courtesans of the digital dollar. This should have been know and tested for by several parties directly, and I don’t care who won, we were not informed. As I see it, Microsoft has too powerful a hold on the media and the media who shunned their jobs need to be named and shamed. Sound simple, doesn’t it? As such I also present a second source, so there is a little more data drivenness to the fold. It is a story (at https://www.startuphub.ai/ai-news/ai-research/2025/google-gemini-3-redefines-ai-reasoning-and-efficiency/) where StartupHub.AI gives us “The core of Gemini 3’s impact lies in its unprecedented reasoning and multimodal understanding. According to the announcement, Gemini 3 Pro, Google’s most powerful model to date, not only topped the LMArena Leaderboard but also achieved breakthrough scores on challenging benchmarks like Humanity’s Last Exam and GPQA Diamond. These tests are designed to assess an AI’s ability to truly think and reason like humans, indicating a sophisticated capacity to process and synthesize information across various modalities, moving closer to genuine comprehension. Furthermore, its gold-medal standard performance in international mathematics and coding contests, powered by its Deep Think capabilities, signals a new era for AI in complex problem-solving, pushing the boundaries of what automated systems can achieve in abstract domains.” So as we wonder what some of them mean, the benchmarks were available to pretty much all the media, so what prevented them to report on it? Simple question, isn’t it?

And you might wonder why I care, or why I believe these sources. There is a setting that sets up a lot of consideration and that is right, but the media isn’t informing us and they aren’t making any tests, even though I gave one test to the world (not necessarily a good one) but the media did NOTHING. They allegedly value the digital dollars too much and they rely on players like the Microsoft stakeholders to fund their gravy train (as I personally see it) So am I right, am I wrong? I would love to be wrong, but I have seen this before (more than once). But as I see these results there is a larger play in motion. Is Google actually that good? I am not debating it, I am asking and it comes with an answer. It is either Yes, No, or it is under advisement. The first two are simple and it can begotten by showing the evidence, but the Media did nothing of the sort, perhaps some did, but the larger groups are abstaining from involvement (it sounds better then ‘They cower the results if involved’ because that makes them sound like actual pussies. So why am I so angry about this? It is a result we were entitled to and it requires OpenAI to divulge its heading and not cater to asking for more value when there is none to be had (at present). And as such investors are duped into not receiving the evidence they need to make financial decisions. But perhaps I am over simplifying the problem here.

Whatever you consider and whatever you decide is yours to do and you are entitled to the best information to make these decisions and the media is no longer able to do that. I don’t care if you embrace ChatGPT and OpenAI. That’s fine, I am not choosing favorites, I actually don’t care, but I do care about lacking media, lacking results and hiding behind some stakeholder whilst the people have a right to know. They use that as their battle drum, so they can be held to that as well. It is a simple setting as I see it.

Have a great Christmas Day, 23 hours until boxing day for me.

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December 22, 2025 · 17:44

Why is a stage a stage?

That is at times a decent question. Even for me, because as I write this, I do so subjectively, nearly every writer does. Writer about his point of view and I am no better (or worse for that matter). It is the merging of two points of view and these points of view are others points of view and they have their own reasoning. It is not about good or bad, points of view almost never are in a set stage. But they must be watched as they influence your own point of view and whilst some are eager to give them all a one sided setting, I learned that this is not something that tends to help. Especially if points of view are multidimensional. As such, I give two points of view and blend them to my own stage.

The first was given by Yahoo Finance (at https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html) I don’t agree with that point of view but it was a decent setting of a stage. And stages are where we are.

The first setting gives us ‘How Oracle became a ‘poster child’ for AI bubble fears’ I don’t believe in that setting, but it matters for the whole story. “Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk.” But then we get “AI optimism continued to push Oracle shares higher following its quarterly earnings reports in June and September, with AI-driven deals set to push cloud segment revenue to $166 billion in 2030. The stock’s surge in September briefly made Ellison the world’s wealthiest person. But AI euphoria quickly gave way to doubt. Investors became increasingly concerned over the rising use of debt to fund tech firms’ AI spending, just as the payoff of that spending remains hotly debated. Those concerns are evidenced in the budding demand for Big Tech credit default swaps (CDS) — financial contracts that act as insurance by letting investors bet on the likelihood that a company will default on its debt.” And that setting is somewhat important, and for those who remember the 2008 crash, they fear the stage the the CDS and that is fine, I don’t think that this setting is great, but the stage of letting investors bet on the likelihood that a company will default on its debt is not really great, it is the stage where some will set or even orchestrate the need for some to fall and that is what makes the bubble burst and I gave that setting before (at https://lawlordtobe.com/2025/12/02/aftermath/) in the story ‘Aftermath’ where I highlighted parts of the equation. It is the second part that is the setting of the stage and it is about stages. You see, we all envision a stage whether it is the real stage sets part of the question and when we consider the stage we think matters, we might look at the size, the lighting or how we move on that stage. All matters for consideration but I digress. The second story was given to us by the Motley Fool (at https://www.fool.com/investing/2025/09/16/prediction-oracle-will-surpass-amazon-microsoft-an/) and there we get ‘Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031’ where we see “Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 — corresponding with calendar year 2031.” As well as “Oracle’s push into cloud infrastructure is arguably its boldest bet in the company’s history. Oracle isn’t cutting corners, either; it is bringing on dozens of data centers online in just a few years. It has built 34 multi-cloud data centers and should have another 37 online in less than a year.” Now we have seen two not aligned stages, but the actual stage it a lot larger. You see, the others all ‘want to align’ with Oracle, but that merely means that they want the solutions that Oracle has or get the customers that have selected Oracle, but the others forget something that matters. Oracle has been the data innovator for over 45 years and no one can touch what they achieved, even in the early 90’s they were the only one who could set tables within tables and it took others close to a decade to even get close. Azure, AWS and others never got ahead of Oracle, they merely reengineered what Oracle already figured out and there is more to come. 

You see the two stages are in a larger third stage and as I see it, Oracle has focussed on the data that is needed for DML and LLM settings, but they must know that actual AI requires more and it starts with two elements Verification and Validation. There two parts are the achilles heel for anyone making the statements that this is AI (which it is not) and no matter how much you train data sets, when Validation and verification are absent the GIGO law comes into play. It was uttered in the 60’s and means Garbage In, Garbage Out. Without Validation and Verification all data becomes part of the GIGO law. Most do not realise this, or they simply do not care, but Oracle figured this out long ago (A speculative thought) and we need to consider the Oracle might be trailing on some new technology, but they are ahead in many ways, more so than either Azure or AWS. And the largest settings we see at this point if that some are ‘gambling’ that Oracle messes up, but I think that is not the case. Oracle is hanging on and that is what matters. The data centers that are coming and that are build need to make money, but that is not the stage of Oracle, they got the equipment in, they got the software in and now as these centers start making money, Oracle gets their share and as such they are the facilitators of wealth and that is until there is an actual AI and as I see it, Oracle will be the only one who will set the premise of that and that is why Oracle will surpass all others. Even Google and IBM will seek the shores of Oracle. 

A stage that might take a while, but in all this, any training data centre will owe Oracle money (and a lot of it), so Oracle can play the long game, because in that stage only Oracle will come out on top. That is how is see the stage, the size a lot larger, the lights will put Oracle in the limelight and all others will remember why Oracle is the only one who is master of data storage technology and that is why I believe that the second is part of the real future of Oracle and whomever connects to Oracle. But in all this Oracle is the most essential data solution technology out there and when I saw the ‘negative’ settings around on December 2nd, I knew that it was doom speak of some for whatever reason they had. I knew that Oracle had a different future ahead of them, a much brighter one.

Have a great day, today was cooler, so I feel decently rested, but in these warm days before Christmas I rather miss the white cold of Sweden (or Canada). 

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