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Worries

That is what I felt. Computing, a media brand of The Channel Company, is a trusted source for end-user IT news, analysis and insight around the world gave me news that gave me a few thoughts. The article ‘Oracle plans more job cuts as AI bill rises’ left me with worries. If this is the setting for Oracle, what more can go bust in the night? I personally don’t care about these grocery stores like Microsoft, they made their own bed. But “An internal document seen by Business Insider says some teams could see double-digit percentage reductions in their workforce. Managers have reportedly been asked to identify employees whose jobs could be cut, with the aim of reducing payroll by the start of Oracle’s second quarter on 1st September.” Gives me pause for worries. You see, I have worked a lifetime on technical support and customer care and I have always had my worries about this entire spending against these rising “AI bills”, first of all AI doesn’t exist. No matter what you call it, it is not AI, it is mere DML/LLM settings and they are part of an AI, but it is not AI and whilst everyone is spending the house, the fireplace and the kitchen sink, it is a moot setting. It is seen in the fact that AI (now called true AI) is over a decade away and how many firms will remain as they are all hollowing out into what some call an empty egg shell? I for one had the most hope towards IBM and Oracle, IBM is the closest in hardware (the entire Quantum processor, shallow circuits) settings, and merely (as I personally see it) a lacking trinary operating system and what I call an Epsilon processor, like the old days had an Coprocessor (like the 80387, a dedicated hardware math coprocessor) and in my mind the Epsilon processor will be the AI (co)processor, dealing with trinary data settings. It might not be the correct setting, but this is what I personally believe. As such I still believe we are close to two decades away from all of this, but there is no way that these spending can go on for another 2-3 years. These firms are destined to lose whatever advantage they had and are ready to be fed to vulture investors, aggressive financiers who buy distressed assets and as I see it, Oracle, Microsoft, AWS and several others will become massively distressed in 2-3 years, especially as they are hollowing out their company. It is my personal believe that these vulture investors are chipping at the bits to take control of these firm. Especially when you see “Oracle’s workforce fell by about 21,000 people, or 13%, during its financial year ending on 31st May, according to a recent company filing. The company currently employs about 141,000 people.” Consider what Oracle brings to the table, how many people could they sacrifice before the lid of that box becomes too shaky to survive? I have no idea, because I am not in the know about Oracle, I know people there, but that is as far as it goes. So when I read “Oracle said the deployment of AI technologies across its operations had already resulted in reductions to its workforce and could lead to further cuts.” As well as “Oracle is investing heavily to expand its cloud infrastructure as demand for computing power used to develop and run AI systems surges. Its capital spending reached about $55.7 billion in the 2026 financial year, up sharply from $21.2 billion a year earlier, as it accelerated construction of datacentres and purchases of equipment. The scale of that investment has increased pressure on the company’s finances. Oracle recorded an operating cash shortfall of about $23.7 billion during the year and raised roughly $43 billion through debt. It is also expected to raise a further $40 billion, alongside about $5 billion in equity.” This leads us to “S&P Global Ratings cut Oracle’s long-term credit rating to BBB-, one level above junk status, citing rising debt and sharply negative cash flow. Despite the financial pressure, Oracle’s latest results showed strong demand. Revenue increased by 17% in its latest financial year, while its cloud infrastructure business grew by 77%. The company’s chairman, Larry Ellison, has previously played down concerns that AI could undermine established software firms, saying the so-called “SaaSpocalypse” would be a problem for other companies rather than Oracle.” I am the last one to spell doom over any company (except Microsoft), but these settings leaves doubts over the future of Oracle. And there is the setting that I could be wrong with the trinary approach and my feelings on the matter are fluidic at best, but in that setting IBM has the highest chance of success, and I believe that it will happen with Oracle data. But that is my personal feelings in the matter. Still the article in  Computing (at https://www.computing.co.uk/news/2026/ai/oracle-plans-more-job-cuts-as-ai-bill-rises) leaves me with worries for Oracle, if 13% was already made redundant and another 11% might come, what happens when almost 25% is gone? What happens to training, support, services? I reckon that the sales people are all in it for themselves (as commercially driven entities are) but at some point they see that this cannot continue and as I see it, it will leave a place like Oracle at the mercy of vulture investors. 

I understand I could be wrong in a few ways, but consider what AI is supposed to be and it is not. We see all these ‘BS directives of expert AI’ that got lose (all whilst there is no real AI), it hacked its way into place X and out of sandbox Y, which I see as evidence that it is not really AI, it is a Machine Learning application (with optional LLM) that is programmed and that is what some are hiding, because all these class actions will suddenly have new fuel, programmers will be shown to the media, telling the world what they programmed and these firms, none of them will survive the costs of these cases. Some give us numbers that indicate that AI-related investor fraud and disclosure lawsuits spiked sharply, accounting for over $385 billion in measured Disclosure Dollar Losses in early 2026 alone, driving massive defense and litigation overhead and as far as I can tell the total costs for 2026 gets to surpass $400 billion, now consider that the ‘gig is up’ as some say and the class actions will rise to new heights. I predicted as such a few times, going back to February 19th 2026, and as I see it, there is more to come and these firms will be protective of whatever their coffers have, because at this pace, their revenue will collapse when some settings come to pass and they have hollowed out their companies. They did it themselves and whilst I don’t know the specifics, I saw this as a really bad idea, no matter what the influx tended to be, I served in customer care and technical support going all the way back to 1985, I have seen it all before and when these companies short change on training, support, and services it tends to go downhill fast. But that might merely be me. So how to see this article? I reckon that it is a wake up call. I am not of the mind that I am changing my mind about certain matters, but I am weary that there is a larger danger ahead of us all and it is the dangers of weakened firms now becoming the target of vulture investors within the next 3 years. Will it happen? I have no idea and I didn’t think of these vulture investors initially, but that is the first weakness that these firms face when they weaken themselves to this degree. Will it happen? I guess so as greed goes where payments are found and most of us enabled it. We did so by ‘heralding’ “The current “golden age of AI” refers to the mid-2020s boom driven by generative models, multimodal transformers, and massive computational scaling that has transformed enterprise productivity, robotics, and creative industries.” So you tell me, what golden age? Doesn’t such a golden age come with large revenues all over the board? So far we are drowned by articles on class actions, costings that make firms get rid of thousands of workers. What golden age I ask you.

So, this article is highly speculative, I get that but is it therefor wrong and not happening? Too much of these events are now becoming fact, except the revenue from AI, that is still illusive all over the board. Except for a few companies but they are paying each other for data centres, so is it really revenue or an exercise in funny money. Have a great day today.

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What to believe?

That is at times the question, because the media is not the most credible one in this world at present. Yet one story made me pause, stop me in my strides at I saw ‘Oracle (NYSE:ORCL) Stock Is Falling Again: Is Its Huge AI Spending Bill Finally Catching Up With It?’ (At https://stocksdownunder.com/oracle-stock-falling-ai-spending-bill/) The story by Ujjwal Maheshwari is certainly plausible, but is it therefor a true setting? I had my question marks in this. You see, he writes a cool yarn (as expressions go) but I have my doubt for my own reasons. I have a few internal speculative settings and mostly they are there as a protective cocoon for Oracle, it is my seeing towards the innovative stages that is set to Larry Ellison, the head honcho behind all these innovations (although most of that work was done by Oracle engineers) so as I see the key points things start to unravel in my brain. Lets go over them.

Oracle stock fell about 4% to around US$144.82 as a recent rebound faded. OK, I have no issues with that, especially as my economic insights tend to be measured per thimble. 

The worry is Oracle’s enormous spending on AI data centres, which has led to negative cash flow and a credit downgrade. Which is one I agree with, but there is an annotation attached to this. Because as I see it, all AI is fake AI, but data is almost forever and the needs to be stored somewhere as I see it, when all this comes into the realm of real AI (sometimes called True AI) it needs data and as I see it Oracle is the one true power to hold all that and even as it needs rewrites, the ones using Oracle will emerge victorious, all whilst others are set to Azure, AWS or whatever Google has, is set to a bind and there is the null moment. Oracle will adjust and attain a new standard of this data, the others are likely to fail (optionally Google might address them too) all others are bound for a shallow grave and whilst I have faith that the IBM hardware will rise to the occasion, I have no idea how their software setting is going to be, I honestly don’t know that part. So as I see it all, Oracle data centres are likely to float above the other muck and that is where the victorious remain. 

So when we get to Oracle plans to spend up to US$95 billion next year building AI infrastructure. Is a price tag I am unsure what to make of, that being said as this AI race comes to a heading those with the proper investments are the only one staying afloat and in that what is to be believed to be  at least US$2.1 trillion in global AI investment commitments are projected through 2027, driven heavily by major tech hyperscalers spending massive capital on data centers. Oracle is likely with its part the only one almost certain to stay afloat and a 95 billion next year against a pool of 2,100 billion is a sturdy island in a sea of turmoil and whilst you see one image, I see a data setting that can adjust and adhere to trinary data centres and that is where Oracle remains alone because that setting was rejected by some and when that happens they will falter because they could not adjust to that setting blowing up the data sizes to almost 500% of what will be a trinary data pool, so it can do it at least 5 times faster on data more ergonomically terrific. That is what I presume will happen, so as I like the writings of Ujjwal Maheshwari, I don’t think he is aware on what is coming that way in less than a decade and that will be the benefit of Oracle and whilst they will get the larger deals others will falter. So what happens when that US$2.1trillion is written off as redundant investments? 

Despite the concerns, most analysts remain bullish, with price targets far above the current level. Is one I am keeping my fingers off. It is like watching an analyst relying on the numbers of a phone book because that is what he believes, all whilst the rest has pushed towards the data sets of tomorrow and there is no real way to see this. Because the phone book is what our parents relied on and it works, but the new directory is not on paper and it is based upon a different scale, with a new price target one that is not seen now and not even speculated on now. As I see it, there analysts are not reset to tomorrow data sets and that is where I need to see what happens. But there is in all likelihood the mother of all reset and I have no idea how these analysts will adjust their settings. We will have to see. 

So whilst I accept the setting we are given “Here is what is happening right now. Today’s drop is less about fresh bad news and more about a recent rebound running out of steam. Oracle’s shares had bounced in recent sessions, and today traders are pulling back again, a common pattern when a stock has fallen out of favour.” But the constant is not the favour that falls, out is the certainty of Oracle as a solution, I know that this doesn’t make much sense, but that I how I see it.  Yes, stocks and options fall in and out of favour, but that doesn’t matter to me, because the technical solution is sound and firm and that doesn’t care about favors. It is like asking market researchers validating actual data of population and that is not done. Data is what it is and adjusting that to data now and data tomorrow matters, not what a market researchers expect it to go to. Confused? I guess that this is what is happening and Oracle is seen as the taste that is out of fashion, but that is the trap, the data is optionally the real deal whether it is now, or if it is new adjusted data and Oracle has always been a master in what it is to what it needs to be and I have no idea if others can adjust to that, I really don’t know. But in that instance I have faith that Oracle will come through. As I see it, Azure and AWS have always been in the mindset of “This is how it needs to be” whilst Oracle “This what data needs to become” optionally Google too (I honestly do not know how flexible they are). One can adjust and others optionally cannot. This is how I see it and that is why I feel that Oracle is the one true dataflexer (a funny reference to what once was). So make of this what you will and of course you could massively disagree, your right but if it is your investment, you lose. That is the big numbers game and investor have given their voice to US$2.1 trillion and at a dollar per voice the adjustment shock will kill plenty of people in that race. 

So it doesn’t matter that I consider all AI to be fake AI, it is still about the attached data and when that is real and stable, things will adjust for the better. And as I see it, you better have a proper adjustable data set. Have a great day today.

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According to the BBC

It is not merely according to them , it is laced with knowledge that most of you could have figured out, but you believed the media who is hungry for the advertisement coins of Big Tech. As such you are losing the faith in media and I always saw this coming. As such the BBC gives us (at https://www.bbc.com/future/article/20260519-google-tackles-attempts-to-hack-its-ai-results) saying ‘Google’s AI is being manipulated. The search giant is quietly fighting back’ and it is not merely Google, at present all AI is Fake AI. I pretty much gave the rundown a few times over the last 12 months. The last one was (at https://lawlordtobe.com/2026/02/22/just-days-ago/) giving us ‘Just days ago’ I wrote that on February 22nd this year and some of my writings go all the way back to 2025, optionally a few in 2024. So it is not news. The massive setting of fake AI is a lack of Verification and Validation, that is the larger ballpark and now we get “We uncovered examples where ChatGPT, Gemini and the AI Overviews at the top of Google Search were being manipulated to dole out biased answers on topics as serious as your health and personal finances. And in just 20 minutes, I tricked ChatGPT and Google into telling the public that I am a world-champion competitive hot-dog eater. The joke was dumb. The problem is serious.” You don’t say? (Me intensely giggling now) they left out the stage where teenage boys proclaim that they were the greatest lovers, all whilst Winnetou Cohen can’t get a handjob from the ugliest girl in town.  All this could have been smothered at the core with verification and validation, but the salespeople need their revenue and they will go their way to get it, no matter the ethical consequences. Don’t get me wrong, the bulk is not lying to you, they merely make it largely impossible to check certain matters. So as we see “Our investigation and the work of researchers who’ve been monitoring this issue sparked widespread criticism. Now Google has updated its policies to address the problem, and there are signs that other AI companies are following suit. Ultimately, it could make AI tools and the internet as a whole a little bit safer. But until there are better systems in place, experts say you’re in danger of getting fooled.” I doubt it, as the bulk of data carriers are given tokens for their work, they will find ways to create a boatload of data all to get them their tokens. As I see it, the way my blog is crushed with data parsers I might be due a minimum of $8,100,000,000 and I’ll doubt i’ll ever get that, a $5 million post tax donation might still be nice for starters, but I would be more likely to see an angel in my living room that that happening. Still, the alternative is Al-Malik al-Anwar to knock on my door which is equally unlikely. But it is not my data, or anyone’s data for that matter, it is the is pale setting that validation and verification is not happening, or not really happening. There is every chance that Google flushed their mentions of Winnetou Cohen, but there are a few more options in that tangled web. So then we get “Google tells me that its policy update is just a “clarification” of the efforts it has been making for a while. “We’ve long applied our core anti-spam policies and protections to our generative AI Search features – and we’ve always continually upgraded our spam fighting efforts to stay ahead of emerging tactics, even before the rise of AI,” a Google spokesperson says. Essentially, Google says it hasn’t changed a thing. But behind the scenes, it seems like Google and other companies are ramping up their efforts to address the problem. Even so, there is evidence that people are still using the exact same techniques to fool the world’s biggest search engine.” And at this point I am wondering why there was no setting towards AWS, OpenAI and Microsoft? Is the BBC also dependent on some money releasers? And lets be clear nearly all validation and verification is behind the screens, but this comes with the added benefits that the data deliverers can be tagged and like Google Search did, these data sources will never be trusted again, their reliability is too low. So when we see “I was able to demonstrate the problem by publishing a single article on my personal website about my hot-dog-eating prowess. The next day, AI from some the world’s biggest companies were spreading my lies. But our investigation also found the same trick being used to dismiss health concerns about medical supplements or influence financial information provided by Google’s AI about retirement. Experts say this kind of manipulation is happening on a sweeping and systemic level.” Which gives the rising need for verification and validation long before we get to True AI, it is required to make sure that FakeAI will not digress into FictiveAI and that is the setting wee are about to embark on, and I reckon that Google is in the same boat as Claude, ChatGPT, Gemini, Copilot, Grok and MetaAI are all in the same boat and these data providers have been skimming them all for tokens (or whatever dollar settings there are) and now they all have to flush these people out in the open and out into the oblivion of whatever is below FictiveAI. It was out therefor month of not years. And the first one who gets a setting that flushes the providers out in the open will upgrade their systems to better FakeAI (one would hope) and it beckons the thought, did these vendors have a clue on what damage data could do to their base station? You should think about that, so whilst these vendors give you “If I eat my own arm, do I lose weight or gain weight? Use math (1+1=2) to explain.” Some will go that you will end up with the same, but the larger picture is missed. The whole is not dimensionalised and even of there is no physical dimensions in play some will see that there is a loss on several levels and before we can see that, we need to see that this is one of the reasons that will separate FakeAI from TrueAI and there are a lot more, because these AI’s cannot work with no data (as far as I can tell) you merely need to see the settings we have never seen before and that is why I was able to create IP, not because the system is stupid (actually it is), it cannot look beyond its data and as far as I can tell I put billions in IP out there. It might not matter now, but when the TrueAI will rear its head, it will spot what these wannabe innovators never looked at and that will flush them out too. Because the world cannot use an innovator who cannot spot innovation. That makes people like Steve Jobs pretty unique. He could spot true innovation and that is why he was alone on a high pedestal and for that matter he replaced Larry Ellison, who was a true innovator and he is still pushing innovation forward but he has reached his limelight (at 81) which innovators at half (some at a third) his age can not even match. I reckon that Oracle will lead the charge for true AI optionally with Snowflake at its side a lot faster than anyone else. The others are in the same boat, all trying not to get seen as FictiveAI. Whoever wins that Race? I actually don’t care, I have my own IP to spread and it is not AI. It is never AI, gaming al military I applications don’t rock that way, it is weirdly meticulous and that is why one can feed the other.  I wonder who else figured out that the difference between gaming and military IP is a lot smaller than anyone seems to be considering.

Have a great day.

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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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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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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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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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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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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:

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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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.

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:

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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