Tag Archives: AWS

August 16, 2024 · 19:36

G-monopoly to the rescue?

Yup, that as the setting that imploded in my mind. It came at the doorstep of my sneaky sneaky creativity. You see when we consider the article at Reuters (with https://www.reuters.com/legal/us-judge-says-monopolist-google-cant-avoid-app-store-reforms-2024-08-14/) we might handle the stage of ‘US judge says ‘monopolist’ Google can’t avoid app store reforms’, we can agree, we can disagree (I disagree) but the setting is a stage that is not merely a mere ‘monopoliser’ it is quite a blanket cover of social inheritance. It comes at the dawn of a legion of Microsoft sycophants (agents of mediocrity) and that is a more dangerous stage then you realise. And always there is Microsoft trying to cut a nice corner for themselves. They failed five times over and they just can’t quit falling short of the rest of the pack where they want to ‘capture’ market share. For the non-regular readers of my blog the list is Adobe, Apple, Amazon, Google and Sony. And the loudest failures are Solarwinds and CrowdStrike. Even within the last week we saw several sources stage the boxing square using the Microsoft version of AI setting the dangerous premise of MAI (Microsoft AI) collecting the optional access of cloud systems. Now this is a premise that it is possible, not the setting that it has or currently is happening. But for reference when L’Oreal sees their revenue dwindle as one of the possible culprits namely Yatsen Holding, Estee Lauder, Avon Worldwide, Revlon, Coty, or CHANEL decides to take that short cut, L’Oreal will have a clear path what to do next. For their reference AWS can be found at Tour Carpe Diem, 31 Pl. des Corolles, 92400 Courbevoie, France. With the optional phone number is 3 315 660 2600.

Am I overreaching? 
It is a fair question, you see, I never much trusted cloud computing under Microsoft, not whilst there are valid options like Amazon (AWS), Apple, Google, and IBM available. I personally feel that Amazon is the superior provider, but I am NOT the best source of this information. I know too little about the G-Cloud, or the IBM version of that. Still the articles I read a few days ago scare my literally out of my skin. So there you have it.

So back to that, mainly judge James Donato in San Francisco. He heard Google and that greed driven Epic. You see Epic is in denial of an important factor. They accused Google of monopolising how consumers access apps on Android devices and how they pay for in-app transactions. The part that everyone seems to overlook is that Apple and Google had a similar plan in motion. This setting allowed Google and Apple to let everyone on-board. The small designers did not have to pay for massive amounts of money to get secure systems on-line. It is all done by these two providers. So they pay a little contribution and Epic immensely enjoyed that part of the equation and as they became more successful there need for more money (for stake holders and share holders) they decided to bite the had that fed them from poverty into wealth. Now that this part is over the hundreds of thousands developers can release an unbridled hatred towards Epic. But that is not merely the end of it. In this day and age of scammers and organised crime Epic is opening the floodgates towards these two players and I reckon that the first case (with evidence) that this is happening, both companies will both set a class action against Epic. So at that point where will the profits of Epic go? I reckon not too much towards their share holders, on the upside for them, litigation and trials are tax deductible. 

And whilst the media is all about the small player (multi billion Epic) against the titans of Industry (Apple and Google) I saw a new light. What if there was a new kind of monopoly game, with 4 players Amazon, Apple, Google and IBM and the board doesn’t represent streets, they represent cloud domains. There are still the utilities Electricity and Water (optionally called cooling) and the parks when all are obtained will give you a server-park item (hotel in the original game) and under that we get servers (up to 4) and the locations united will give you the upper hand in a server domain. The stations become continental backbones and they will have a secondary part. Should you get a station in a location, the servers get a +10% if you have all 4 you get a +20%. Now this is plenty of ‘over shadowing’ this game should have an educational side. So we have locations that invoke cyber security, social networking, AI and Data Warehousing. All have a -1% cost to your locations, if you have all 4 in one side of the board you get -10% costings (or 10% more efficiency). You see this might be a game, but the bulk or current users do not seem to comprehend the dangers that this case invoked. When the masses get to comprehend what is at stake and the fact that this is not completely set to a monopoly driven Google (or Apple for that matter), people might wake up to the danger they are exposing themselves to. And that part has been missing the to flame hungry (for the sake of money) media outlets. 

I always believed that games are a great way to teach people (when it is not Elden ring or Assassins creed) how to look at the image a little more clearly. So in that trend after the new movie yesterday, I decided to create a game for the occasion. It is the best move? OK, I am willing to concede that it might not be, but a free game that millions embrace tends to have a decent impact, more than we get now. And I am alway happy to engage with my sneaky sneaky creativity.

Well, the day is almost over, as such I will snore a forest into firewood and relax for my tomorrow hustle towards a morning with chicken and optionally some chili con carne. Enjoy your day.

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August 11, 2024 · 19:40

Setting of the day

On a good day
The Khaleej Times Jost informed me on how a good day comes to pass. Here (at https://www.khaleejtimes.com/uae/meet-the-uae-police-officer-who-uncovered-183-money-laundering-cases-in-15-years) we are introduced to Major Saad Ahmed Al Marzooqi. 

The headline ‘Meet the UAE police officer who uncovered 183 money laundering cases in 15 years’. We are also given “He was recently appointed as the first Emirati member of the Financial Action Task Force’s (FATF) International Cooperation Review Team” and we can be mesmerised, or brag about his abilities, but the numbers imply that he slightly uncovered more than one case a month. There are plenty of police forces all over the world where half of these numbers would imply a stellar career. As we gawk over “exposed 183 money laundering cases that are related to drugs and financial embezzlement. He had also created a database of incidents, which contributed to an increase in convictions from a monthly average of 3 to 14” we need to realise that the increase of 3 to 14 implies that this one person achieved more than any average police station in Europe. 

This is the kind of man the world needs and that will be explained in the next article, because the universe relies on balance and the imbalance we are about to see takes the cake and changes an optional day to night.

On a bad day
Yes like any hero that needs a antagonist to make things interesting, we have Microsoft in two mentions. Now this isn’t directly involving anyone at Microsoft, but the follies are a setting that makes things a lot worse.

First we get Wired (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) who gives us ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’ we get to see “Attacks on Microsoft’s Copilot AI allow for answers to be manipulated, data extracted, and security protections bypassed, new research shows” which is not good, but anything positive can me mauled into a criminal jester for organised crime. The additional “Microsoft raced to put generative AI at the heart of its systems. Ask a question about an upcoming meeting and the company’s Copilot AI system can pull answers from your emails, Teams chats, and files—a potential productivity boon. But these exact processes can also be abused by hackers.

Today at the Black Hat security conference in Las Vegas, researcher Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers, including using it to provide false references to files, exfiltrate some private data, and dodge Microsoft’s security protections.” Now, I haven’t seen this, but Wired has a solid enough level of credibility to not ignore this. And that isn’t all. Bargury gives the world “the ability to turn the AI into an automatic spear-phishing machine. Dubbed LOLCopilot, the red-teaming code Bargury created can—crucially, once a hacker has access to someone’s work email” as I speculatively see it a mediocrity solution to turn the Internet of Things into a machine serving organised crime, optionally the NSA too, well done Microsoft. As I see it, the workload of Major Al Marzooqi would increase fivefold when this hits the open world, actually it already has if I understood the words from Michael Bargury correctly. In this, we optionally an even bigger problem, or at least a lot of corporations will.

You see there is a second message, in this case from Cyber Security News (at https://cybersecuritynews.com/microsoft-entra-id-vulnerability/). They give us ‘Microsoft Entra ID (Azure AD) Vulnerability Let Attackers Gain Global Admin Access’ with the subtext “Security researchers have uncovered vulnerabilities in Microsoft’s Entra ID (formerly Azure Active Directory) dubbed “UnOAuthorized” which could allow unauthorised actions beyond expected controls” Now take these two parts together and the phishing expedition could hit every R&D system on the planet using Azure. I am certain that Microsoft will have some patch coming soon, but in the meantime the bulk of R&D (under Azure) will be vulnerable and approachable by many hacker and especially organised crime, because selling secrets to competitors tends to be a lucrative setting and most corporations aren’t that finicky in acquiring something that raises (and assures) the bonuses of the members of their boardroom. OK, this is speculative on my side, but wonder what some will do to get the upper hand in business, especially if there is a bonus raise involved. 

I wish I had a solution, but my personal feeling is that Microsoft has too many holes, loops and a whole rage of other issues and switching to either AWS, IBM cloud or Google Cloud tends to be an essential first step coming to my mind. Now, if there are sceptics who think that I am anti-Microsoft here, they are probably right. Therefor the Links to the two articles were added letting you look at the stories yourself. In the meantime I remember a story in April and it should be my ‘duty’ to inform SAMI that ‘BAE Systems and Microsoft join forces to equip defence programmes with innovative cloud technology’ had a nice article and with the two articles mentioned, SAMI could lay its hands on a truckload of BAE IP. Not sure how far they will get, but free IP is the way to go I say. So when you realise that a large corporation like British Aerospace with all the civilian and military hardware can be accessed, what chances do you think that Novo Nordisk (Denmark), LVMH (France), ASML (Netherlands), SAP (Germany), Hermez (France), L’Oreal (France) have? I do not know if any uses Azure, but it is a good moment for them to select one of the other companies. They could after the event sue Microsoft for damages, but Delta Airlines is already suing CrowdStrike and I am not sure how that will go. In the end it is my personal opinion that this could potentially bite Microsoft hard and it is one of the reasons I do not let them near my IP.

As I personally see it, the companies racing the be the first to launch their (fake) AI will now have a much larger impact. There were already fake data issues, but now the phishing options that are mentioned and when that gets linked to what Cyber Security News calls “UnOAuthorized” the entire IT game changes dramatically and I have no idea how that will play out. 

As my Sunday is almost over and Vancouver only just started there’s a chance we postulate that the next 72 hours will be an interesting one. Have a lovely day (when you are not on Azure).

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August 6, 2024 · 12:12

The loser iteration

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

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

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

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

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

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

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

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

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July 31, 2024 · 16:40

It was never rocket science

Yup, that is the gist of it. And it seems that people are starting to wake up. You see the biggest issue I have had with any mention of AI, is that it doesn’t (yet) exist. People can shout AI on every corner, but soon the realisation comes in that they were wrong all the time will hurt them, it will hurt them badly. And this is merely a sideline to the issue. The issue is Microsoft and lets get through some articles.

1. Microsoft says cyber-attack triggered latest outage
The first one is (at https://www.bbc.com/news/articles/c903e793w74o) where we see “It comes less than two weeks after a major global outage left around 8.5 million computers using Microsoft systems inaccessible, impacting healthcare and travel, after a flawed software update by cybersecurity firm CrowdStrike. While the initial trigger event was a Distributed Denial-of-Service (DDoS) attack… initial investigations suggest that an error in the implementation of our defences amplified the impact of the attack rather than mitigating it,” said an update on the website of the Microsoft Azure cloud computing platform.” The easiest way of explaining this is to compare Azure to a ball. A foot ball has (usually) 12 regular pentagons and 20 regular hexagons. They are stitched together. Now under normal conditions this is fine. However software is not any given shape, implying that a lot more stitches are required. Now consider that Microsoft 365 is used by over a million corporations. Now consider that a lot of them do not use the same configuration. This implies that we have thousand of differently stitched balls and the stitches is where it can go wrong. This is where we see the proverbial “the implementation of our defences amplified the impact of the attack rather than mitigating it” Microsoft has been so driven by using it all, that they merely advance the risk. And it doesn’t end here. CrowdStrike is another example. We see the news and the fake one person claiming responsibility for it. Yet the reality is that there is a lot more wrong than anyone is considering. These two events pretty much prove that Microsoft has policy and procedure flaws. It is easy to blame Microsoft, but the reality is that we see spin and the trust in Microsoft is pretty much gone. People say “Microsoft’s cloud revenue was 39.3% higher”, yes this is the case, and considering that Amazon was originally a ‘bookshop’, so they went against the larger techies like IBM and Microsoft and they got 31% of the global market share. Not bad for a bookshop. And the equation gets worse for Microsoft, these two events could cost them up to 10% market share. In which direction these 10% go is another matter. AWS is not alone here. 

I was serious about not letting Microsoft near my IP. I had hoped that Amazon would take it (they have the Amazon Luna) but it seems that Andy Jesse is not hungry for an additional 5 billion annually (in the first stage). 

And as Microsoft adds more and more to their arsenal these problems will become more frequent and inflicts damage on more of their customers. Do I have evidence? No, but it wasn’t hard and my example might give you the consideration to ponder where you could/should go next. 

2. Microsoft Earnings: Stock Tanks As AI Business Growth Worse Than Expected
In the second story we see (at https://www.forbes.com/sites/dereksaul/2024/07/30/microsoft-earnings-stock-tanks-as-ai-business-growth-worse-than-expected/) that Forbes is giving us “shares of Microsoft cratered about 7% following the earnings announcement, already nursing a more than 8% decline over the last three weeks” with the added “Microsoft’s crucial AI businesses was worse than expected, as its 29% growth in its Azure cloud computing unit fell short of projections of 31%, and sales in its AI-heavy intelligent cloud division was $28.5 billion, below estimates of $28.7 billion” As stated by me (as well as plenty of others) there is no AI. You see AI would give the program thinking skills, they do not have any. They kind of speculate and they have lots of scenario to give you the conditional feeling that they are talking “in your street” but that is not the case. For this simple illustration we get Wired (at https://www.wired.com/story/microsoft-ai-copilot-chatbot-election-conspiracy/) giving us ‘Microsoft’s AI Chatbot Replies to Election Questions With Conspiracies, Fake Scandals, and Lies’, so how does this work? You see the program (LLM) looks at what ‘we’ search for, yet in this the setting is smudged by conspiracy theorists, troll farms and influencers. The first two push the models out of synch. Wired gives us “Research shared exclusively with WIRED shows that Copilot, Microsoft’s AI chatbot, often responds to questions about elections with lies and conspiracy theories.” Now consider that this is pushed onto all the other systems. Then we are treated to “Microsoft’s AI chatbot is responding with out-of-date or incorrect information”, so not only is the data wrong, it is out of date, as I see it what they call ‘training data’ is as I see it incorrect, out of data and unverified. How AI is that? A actual real AI is set on a Quantum computer (IBM has that, although in its infancy) a more robust version of shallow circuits (not sure if we are there yet) and is driven not by binary systems but framed on an Ypsilon particle system, which was proven by a Dutch physicist around 2020 (I forgot the name). This particle has another option. We currently have NULL, Zero and One. The Ypsilon particle has NULL, Zero, One and BOTH. A setting that changes everything.

But the implementation into servers is to be expected around 2037 (a speculation by me) then we get to the thinking programs and an actual AI. So when we see AI, we need to see that is a program that can course through data and give you the most likely outcome. I will admit that for a lot of people it will fit, but not for all and there we get the problem. You see Microsoft will blame all sources and all kind of people, but in the end it will be up to the programmer to show their algorithm is correct and as I am telling you now that it comes down to unverified data. How does that come over to you? 

When you consider that Wired also gave us “it listed numerous GOP candidates who have already pulled out of the race.” The issue of how out of date data is becomes clear. We see all these clever options that others give us, but when some LLM (labeled AI) is un-updated and unreliable, how secure remains your position when you base decision making streams on the wrong data? And that is merely a sales track. 

The last teaspoon is given to us by The Guardian. The Guardian (at https://www.theguardian.com/technology/2024/mar/06/microsoft-ai-explicit-image-safety) gave us on March 7th 2024:

3. Microsoft ignored safety problems with AI image generator, engineer complains
So when you consider the previous parts (especially CrowdStrike) “Shane Jones said he warned management about the lack of safeguards several times, but it didn’t result in any action” Microsoft will state that this is another issue. But I spoke about wrong data, out of date data and unverified data. And now we see that the lack of safeguards and inaction would make things worse and a lot faster than you think. You see as long as there is no real AI, all data needs to be verified and that does not seem to be the case in too many setting. I spoke about policy issues and procedural issues. Well here we get the gist “it didn’t result in any action” and we keep on seeing issues with Microsoft. So how many times will you face this? And that is before people realise that their IP are on Azure servers. So how many procedural flaws will your research we driven into until it is all on a Russian or Chinese or North Korean enabled server (most likely by Russia or China, which is a speculation by me).

As such, it was never rocket science, look at any corporation and in their divisions there will always be one person who thinks of number one (himself) and in that setting how safe are you? 

There is a reason that I do not want Microsoft near my IP. I can only hope that someone waked up and give me a nice retirement present ($30M post taxation would be nice).

Enjoy the day.

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November 30, 2023 · 23:47

Do two clouds make a weather system?

That is what I considered whilst contemplating a few things. It all started with the article (at https://www.consultancy-me.com/news/7298/new-google-cloud-region-in-ksa-could-add-109-billion-to-economy) where we see ‘New Google Cloud region in KSA could add $109 billion to economy’ there we are given “Google Cloud has announced the launch of a a new cloud region in Dammam, which could contribute around $109 billion to the country’s GDP by 2030. The expansion will extend Google Cloud’s high-performance, low-latency services to a wide range of customers in Saudi Arabia and the wider Middle East”. As I personally see it, if they still had the Google Stadia (with a qualifying question) their revenue could have been almost 20% higher. It starts with around 5% in phase one with a growth to 20% in under two years. So when we are given “Another 36% of the expected activity will be in manufacturing and 3% in the public sector.” But I saw further then that. With Bangladesh and Indonesia in the setting of a much larger growth factor the oversetting of more revenue is not the first step, but it would also result in a new setting of advertising in new areas and new directions. All things they left on the floor for at least two years.

Yet this is not the larger setting, that is given to us with the second article. We see this (at https://aws.amazon.com/local/middle_east/) where we are given “We are excited to announce the new AWS Middle East (UAE) Region is now open! The AWS Middle East (UAE) Region consists of three Availability Zones and is our second region in the Middle East, joining the AWS Middle East (Bahrain) Region, giving customers more choice and flexibility to leverage advanced technologies from the world’s leading cloud provider.” The larger setting is the question if they are going for the same mineshaft, or are they working together? You see, Amazon still has the Luna and as such (still with the qualifying question) they do have the edge on 5 billion leading to 20-30 billion. I cannot be more precise because there are too many factors in play and there is a factor that players like Microsoft ignore and it has cost them massively. Amazon has the edge, but the part of customer acceptance is more difficult then some make it out. I tend to minimise that I pact or go for the smallest iteration and see how far I can take it and  grow from there, as such the 5 billion was stage one. It could be more, but I lack data for that presumption and I do not like to go on a speculative side in this. I feel certain my solution works and now we see with the KSA cloud that only one factor is missing and in all these settings Google and Amazon both missed these billions. Funny isn’t it?

But the two sides do give rise to a few connected things and as I saw my augmented reality implementations there could even be more revenue on the horizon. All sides missed by the two biggest tech companies on the planet and Microsoft was in the wind, they were clueless. You see now why I predicted their downfall? A company that big and they had no idea what they were missing, that is why I do not want them near my IP. I had hoped for the Kingdom Holdings to accept the offer, but they didn’t. The reason why is not important. Now the question becomes will Google adjust their decisions? Will Amazon consider they additional revenue? They are both mere steps away from completion (Google needs one more step). 

But that is merely my point of view. Enjoy the day.

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November 30, 2023 · 02:23

Memories

We all have them. And for a lot of us it goes back to almost simpler times and we miss them. As such I was hit by them when I got to the page (at https://www.tomshardware.com/news/windows-xp-wallpaper-takes-spot-on-microsofts-new-ugly-sweater) with the appealing title ‘Microsoft’s 2023 ugly sweater lets you wear the famous Windows XP wallpaper’ I had to read it. You see, I was never aware that they had an ugly sweater and one could say that it is so ugly, it is actually cool again.

That is not me. You see, the Bliss image takes me back to 2004. Things were simpler then and to be honest, I have never known a negative day with my XP, not with Office, not with the Adobe suite. In those days things actually worked correctly. Yes, they screwed it up with Vista, but that is the nature of the beast. 

I was set in a stage of things working, Microsoft not being evil (or more accurately not being stupid). Bliss and XP took me back to the good times and that matters to a lot of people, we all revere the good times we had (or have). The really odd part is that for the bulk of all people, the good times is in the past, in some cases the distant past. 

As such, whomever brought life to this idea at Microsoft has earned a raise. To be honest I did not expect Microsoft to ever surprise me, but they did. And for all the good times reporting they are giving the world with expectations being surpassed. Lets not forget that they just spend well over $65,000,000,000 on a setting that has given them a few issues. One voice gives us “Bethesda tried to make a brand new game concept/idea using old ideas and an old game engine. It just didn’t work. Even modders will have a hard time because the game engine is one of the biggest problems and modders can only work within the limitations of the engine”, you think it is the big tamale, but it is not. You see, most people will overlook the fact that fixing the game is seemingly in the hand of modders. So, when did you rely on your price turkey being fixed by a third party? Add to that the redfall fiasco and you have the making of a problem and the beginning of what I would consider a fiasco. We see all kinds of news on exclusive games coming in 2024, but the larger setting is already that the games they have so far just aren’t adding up. You see I do not care about the Xbox, I dumped mine. What is important that Sony games were better because Microsoft was on their heels, now that the PlayStation has an overwhelming advantage, they might not go all out on the PS6 (whenever that one comes). Good gaming is where it is at and that is why I have been handing over gaming IP to the independent developers (as long as they were not releasing on Xbox). Simple, Microsoft bought it all, now they can prove they actually have it all and have good gaming solutions WITHOUT my IP, they paid enough for it, so now prove it.

In the end this started with the sweater, because that showed us our memories for better and simpler times. It matters to me because the Xbox360 was awesome. Now we see that the Xbox One and the two iterations after that, they are nowhere near what they had. They might claim they have the most powerful console in the world, but the Nintendo Switch being the weakest of them all had much better sales results. It is that bad for Microsoft. We see the mention that Azure is doing better, but what we aren’t told is the simple fact that Oracle saved their bacon. Bing currently has a market share of 3.02% or Microsoft has failed to pick up even 3% of market share in its 10 years of selling Surface PCs. A mere 11% against the 39% that Apple has with the iPad, a superior system. We can argue on how it will come (not ever likely), ore can see that consider that Microsoft is the De Ponzi solution to tech schemes (a I personally see it). Buying more and more and when it does collapse (still set for December 2026) this all falls away. I reckon that late 2025 people will start to realise how dangerous Microsoft has become and I reckon that a early indication will be that Azure users will move towards the AWS flock. It is a speculative view but I believe that I will be proven correct in a years time. The fact that Microsoft is either in denial or refuses to see this is up for debate. But the surprise was the ugly sweater, that win they deserved and according to some sources is almost sold out, so they have that going for them. So what revenue was theirs? And how much revenue are they not getting from their Surface Pro, their Xbox, their Bing and their Azure? That is merely four sides where they never got any decent traction. So what happens when a Google/Adobe partnership impedes on their Office and Office365 setting? How far from home will they be then? Their Office solution is keeping them afloat. For the most their Excel is doing all the heavy lifting. Their Outlook showed issues in the last 24 hours. So when others come calling with solutions that actually work Microsoft will have a a lot more problems and no sweater will save them then. 

Believe me, don’t believe me. It is up to you, but when you start looking at multiple reliable sources the puzzle becomes a reality and it is not a pretty picture, no bliss in sight.

Enjoy the day.

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October 29, 2023 · 00:05

War never changes

I was about to look into something that bothered me in Saudi Arabia when news hit me. That news stopped me in my tracks. You see it is 15 years ago today that Bethesda launched Fallout 3. I had never forgotten about that game, I even missed it to some degree. Fallout 3 after Oblivion was a massive step forward and together they were the start of Skyrim. As Bethesda became a Microsoft subsidiary, Elder Scrolls VII: Restoration became lost to them and I started to push that game in parts towards public domain. But there was one part that was never part of this. The introduction and Fallout 3 reminded me on how important the introduction was. The entire introduction is seen in Vault 101. A simple but strong setting to get you into the game, to start the narrative and to give away a clue or two. I had forgotten about that part, I had forgotten on the importance of a start. In Dune (the book) the beginning is given to us as “A beginning is the time for the most delicate care that the balances are correct.” In the 1984 movie we hear “A beginning is a very delicate time” both are correct. I had never forgotten either, but I see that I overlooked parts of that. I didn’t in the movie I create ‘How to assassinate a politician’ or the TV series ‘Keno Diastima’ in both those settings the introduction is the start and the beginning are the connected prequels. There I have that space, in gaming you do not. In Restoration the game in the very beginning reflects back to Oblivion, a game too often overlooked. Bethesda did a really good job (until they became part of Microsoft). 

As such there were solutions. As a separate game it becomes a different puppy and that had be going. The entire setting is no longer on the elder scrolls list, as a separate game you need to set a different schooling and I did a dissimilar introduction, but now it becomes a much larger station. So what happens when we create not one, but three introductions? When we create introductions for the choices made we get a new gaming setting. We create a smaller infusion of longevity and that is the first step to LTG (Long Term Gaming) that is the stuff that streamers (Amazon, Tencent Technologies) require. Streaming relies on at least 2-3 LTG games and Microsoft has two, when we take those options away by creating a real LTG, we get a new setting, we deprive Microsoft of revenue, something they desperately need after spending $69,000,000,000. Soon they will be haemorrhaging all over the place and denied revenue is one, the other I keep for later. Those two will push Microsoft over the edge and I am driven to that because they invaded our safe gaming space by pushing THEIR needs on all gamers at the expense of everyone else. That angered me, they did nothing wrong in the legal sense, but they did in the spiritual sense and when Tencent technologies and Indies programming for them get that IP (as I am making it public domain) the Game pass loses value, especially as they denied certain games to be there in year one. The greedy will be served, that is what I always believed and now I am making it a reality. And as Microsoft seemingly invested $13,000,000,000 in genAI there shores are stacking up and a few more bad news (like missed revenue and less customers) will set their doomsday clock to 0:01, which works well for me in this case. As I said once before, I will hand my IP to Saudi Arabia for 35% of the value, before I will let Microsoft near it for 165% of that value and making a lot of it public domain works well for me, I might not get a dime of that, but Microsoft cannot make exclusive IP claims when it was published and that is the part everyone forgets about. You see “Software patents for computer-implemented inventions are treated as typical patent applications and must pass the same tests of novelty and inventiveness.” You see, when something is on the internet or a blog, it fails the novelty test. Microsoft will have to share space and cannot claim anything. I open the space for indie developers and they can go wherever they want to go and with thousands of indie developers in China, Tencent technologies will have an advantage and that mean more trouble for Microsoft.

They were warned, but they were eager to ignore everyone to the request of their board of directors. In the end they lose 5 times over. Apple took the tablet, Amazon the Web systems (AWS), Sony took the console, Tencent technologies is about to take streaming services (GaaS) and Google is biting into their office revenue (not as much as I hoped, but still). Bleeding on 5 sides and I will (hopefully) add two points of pressure. In the end their $82 billion investment will come up short. Yes GenAI is all the rage, but it needs a pedestal to grow from and that pedestal is vanishing fast. I wonder which banks will buckle first. Wall Street is at present obsessed with AI, but soon they will realise that this setting needs a platform top start from and the Microsoft platform is waning that much is a given all over. I wonder how long they will be able to keep the spin up. At some point these banks want evidence and if FTX is anything to go by, a lot of banks are starting to get worried, not in the least by my speculated weights of banks with too much US treasury bonds. We see the news on how 10-year treasury  bonds are a green light, but are they really? When that goose sparks a lot of people will be without savings and I fear that that moment is not too far away, giving more added pressure for Microsoft to perform. Consider that the ‘investments’ requires them to make AT LEAST 4 billion just to pay for the interest. Now consider that the media gives us that they made 198.3 billion USD, you would think that this is a no brainer and I would agree. Now consider that they lost 5 times over (6 if you include Bing) to competitors. They are still making some money, but the numbers aren’t adding up. Bing currently has a market share of 3.02%, which is nothing. There are too many cost issues that are not registering as I personally see it. So when we look at the whole picture, they are seemingly bleeding all over and the numbers cause me to show question marks. So am I wrong? I could be, but Microsoft has become too big, everyone is shouting against Amazon and Google, but they stay silent against Microsoft and they just got a new bigger player. 

War never changes the premise is sound, but you win the war by changing the stage the other one is stepping on, or you diffuse its support systems and the others all forgot one thing, the population is a support system in this war and Tencent Technologies is about to come into this field, Amazon had options for several years. They squandered it on I know not what. Now Tencent Technologies optionally with Huawei will get a larger stage to work from, all whilst the Microsoft stage is shrinking. As the middle East turned to China, Microsoft lost even more and that is what too many are trying to be in denial of. I wonder what Microsoft loses by the start of 2024, it will be something but I have no idea what they will lose at present. 

Enjoy the weekend.

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October 6, 2023 · 15:41

The dangers we ignore

That is the setting we are confronted with, or perhaps better stated the danger that Microsoft exposed itself to. Now, I have been happy to snap at Microsoft at every option I see. Them souring the gaming world gives me ample reason to, or at least that is how I see it.

Yet the poll at LinkedIn gives me another view that I am not alone and yes, as you see I see Azure the biggest intrusion danger of the others mentioned. It is not the only setting that people face and I have issues with some of them. 

You see, there has been a larger issue with Microsoft and they are all about buying their way into other streams at the cost of $69,000,000,000 and we see very little issues on RESOLVING safety and security issues. There is (as I personally see it) a massive architectural problem with the Azure setting. Now, I have NO evidence that this IS the case, but the listings are starting to add up.

July 2023: How a Cloud Flaw Gave Chinese Spies a Key to Microsoft’s Kingdom
June 2022: 6 ‘nightmare’ cloud security flaws were found in Azure in the last year.
Mar 2022: Source code for giant’s web browser app, virtual assistant allegedly leaked

That list goes on for a while and the examples are all out there in the media and online. Yet, instead of setting resources that can fix and redesign that part we see too much spin and not enough fixing. Or perhaps what one fix achieves, it also opens other ‘windows’ into a blue blue data pool.

Now this is speculation from my sider, but the sources as I set them out were never mine. Microsoft is losing and shedding marketshare. This brings me to the article that partially sets this article off.

It was the Verge (at https://www.theverge.com/2023/10/5/23904375/uk-cma-microsoft-amazon-cloud-investigation) that gave us ‘Microsoft and Amazon face UK regulator investigation over cloud services’. In this my issue is sen with “It’s part of a fresh investigation into public cloud providers in the UK, after telecoms regulator Ofcom “identified a number of features in the supply of cloud services that make it more difficult for customers to switch and use multiple cloud suppliers.”” The stupidity of ‘that make it more difficult for customers to switch and use multiple cloud suppliers’ is the delusional setting of some wannabe. You see, you cannot have multiple mainframe operating services running next to one another, you cannot have more than one operating system for a SERVER to run together. You might have two servers and they may have different data settings, but that requires a specially designed API to exchange information, which is a massive security risk, which any corporation does not need. The interesting part is that this same danger would be a case with IBM and Google too, but they are not in that mess are they? Azure and AWS are the larger players and someone wants to cut them short (for whatever reason). A stage made optionally by stupid politicians, optionally with friends that have a solution no one wants (a speculation from my side) and no one is drilling into the claim that we see from the Competition and Markets Authority (CMA). I want to see the complete documents and the sources who investigated both Microsoft and Amazon. And the link we see in the article that relates to “Microsoft recently restructured the deal to transfer cloud gaming rights for current and new Activision Blizzard games to Ubisoft”. From my point of view Ubisoft after the next failure to bring a good product (AC Mirage raked at 78%) makes Ubisoft willing to bend over backwards to survive another year. 

As a character from ‘Who framed Roger Rabbit’ states: “this whole thing smells like yesterdays diapers”. And we are all in a stage to accept parts of this, but the political side is seemingly lacking in a larger stage of cloud systems and the amount of transgressions due to Microsoft failures are not met with official investigations and that is before they will block (as one might expect) any investigation into their shortcomings. 

Should you wonder about this, consider the 90’s and mainframes, or perhaps mainframes today and wonder how easy it is to switch those services. Yes, it might be possible, but consider the amount of dollars needed make such a switch non-realistic to say the least and that is on ALL providers. I feel uneasy to say that this should be possible, but I understand that it might have been an essential future issue. Yet, when we see the dangers of cloud services and the way that they are transgressed on. It might be that IBM and Apple clouds are the safest, or they are too small to get any representation and they are both in the other section, which is only 8%, as such the idea of either being a mere 4% against Azure scoring 50% must be some kind of hell for Microsoft and the amount of visibility of their issues are gaining strength all over the media. The Verge is not alone in any of this. 

No matter how people, media and Microsoft are spinning this, they have a problem and them diversifying in fields they do not understand for the mere setting of greed (as I personally see it), is a stage we should have been able to avoid and we are not, because the political parties in too many countries are willing to let too many Microsoft issues slide and that is one of the problems we all face. Is too much of what I write here speculation? That would be a fair question. Yet what actions have political parties taken to keep their national corporations safe? I am asking that question. You see, there is no top-line data from any media on that simple given part. The media seemingly doesn’t want that, Microsoft definitely does not want that and there we see a dangerous setting of ‘advertisers’ versus informing the audience. The setting that I have referred to in the past as the connected stakeholders. Yes, I could be wrong, but I have been in the IT business since 1979. I have seen a lot and I have a long memory, as such there is plenty of evidence all over the field. So why am I the only one seeing this? Yes, again, it could merely be me. However, is that the case? 

I will let you mull this over and draw your own conclusions. Enjoy the day, the week is almost over.

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August 31, 2023 · 23:59

Sentimental journey

We all have these. It usually is about something personal, something we are passionate about and mine for the longest time has been gaming. I took a sentimental journey by replaying Far Cry 3. It still had all the flaws (replaying on the PS5). One was a design flaw, one that massively annoyed me, one was a ‘weakness’ and one was open to debate. I replayed the game 4 times and in order were the PS3, Xbox360, PS4 and now PS5 and this time I stuck around to get the platinum achievement. Three I never had, one was due to me not looking at the issue, one was because I never found it (that Hollywood star with his head above the sand). The toxo thingy (because I never realised that you could do those with explosive arrows and the gamble bully as I never cared for poker. This time around there was just the poker part missing as such I ended doing a side quest I merely shrugged at and now I have it. OK, I looked up that Hollywood person. I initially thought it was one in my party to save. So when I found the solution I had to giggle. This is one of those moments I applaud the makers for such a sneaky achievement. 

This also stirred a few other things. You see, there is a game I want remade, but remade different and now it might not come to consoles because this is a streaming option. I also have been rethinking a few settings in the original games and how it might be done differently and that got me to a new approach to ‘family’ trees. Whilst everyone is rethinking ChatGPT and taking swings at their version of ‘AI’, I have been considering another use. A use in gaming not used before, not to ‘extent’ the gamer, but to extent a system that allows for ‘shoddy data’ and is set to parameters where we decide what to include and what to filter out. I considered it for a while and I suddenly that in some trees pruning is not the reward, but correctly pruning leads to a bigger reward and that is merely one stage to enhance an old game 30 years later and create a very new game. As such I now have 2 out of 4 stages of that game thought through, the third one is also there, but I believe that we need to tune that a little more. So whilst Microsoft is spending billions and billions to acquire IP, I merely thought it through and have a setting of close to half a dozen games ready to add to the Amazon Luna and Tencent handheld stables. I just can’t stop giggling at that premise. They (Microsoft) is trying to spend $69,000,000,000 to buy Blizzard and an idea that could be seen as outdated, I am about to hand Amazon and Tencent Technologies IP at less than 0.1% of that and they end up with half a dozen games that Microsoft does not have and will not have. In the meantime thanks to a brisk idea Vint Cerf had when he was an old-boy at DARPA led to an idea to a new approach to NPC enemy intelligence. Yup, Microsoft really played that part in a boneheaded way. And now (after they spend $7.5 billion for Bethesda) all eyes are on Starfield. I am not focussed on it, because I refuse to get the new Xbox and should that title fail, the goose of Microsoft will be sorely done. I honestly hope it will go well, because hoping for someone’s game to fail is just a dick move. I will merely never play it (unless it comes to PS5, which is a not going to happen). So I am not a starfield hater, but Microsoft placed a bar too high for normal games and now all eyes are on Starfield. I however decided to be more creative and designed several games exclusively for Amazon and Tencent, several of them I placed in the Public Domain for exclusive free development for these two systems. Yes, I know that this was a stretch, but the more I design and the more Microsoft fails, the bigger the loser they are showing themselves to be. It is a stage of lose some and lose some more. And now that my first IP is close to completely redrawn, Tencent Technologies stands to make a fortune on the space that Google Stadia once had and that spells out more bad news for Microsoft. 

Still the sentimental journey played its part. I have been driven (over time) towards games like System Shock and stealth games. Now I see that these stages are also drivers for new IP, not a copy of an old idea, but completely new IP, and as I personally see it Microsoft has nothing to counter it. Yes, Starfield will be new IP, but that is one IP on one system and they are still feeding the Game pass. I have several pieces of NEW IP, new that is never used and to a degree never seen on consoles. As such not only does Microsoft have contenders, but with their Call of duty fetish, trying to counter Epic and its software, they left too much lying on the floor and Tencent Technologies is starting to catch on where Amazon, Google and Microsoft decided not to look and now they are about to become the competitor Microsoft never banked on and as such they have more contenders to fields they never completely understood. First there was Apple with their iPad and the Windows Surface giggle never got close, then there was Amazon with AWS in the first (eat your heart out Azure) then with the Luna and there is Microsoft losing the streaming console war all whilst Netflix is a new contender costing Microsoft even more. Then there was Sony beating the Xbox version X (or was that the Nth degree). And now Tencent Technologies is about to enter the field giving more and more competition to Microsoft in streaming solutions. Making Microsoft the loser 5 times over. So Bethesda has an abnormal amount of pressure on it to make Starfield a lot better then good and after the epic failure that Redfall has become with additional promises not met 3 months later, all eyes are on Bethesda and I do not believe that is fair on Bethesda, but the premise was pushed by Microsoft and they will need a scapegoat should things go south, no idea how they will do that, but there you have it and I am handing over IP for free to anyone that is not Microsoft. You see, to avoid fish getting caught, you can either take the fish away, or make the pond a lot larger. I opted for a combination of both and when my initial premise of 50 million gamers is met, Microsoft will have to hand over the field yet again. Because it is not merely that I gain these gamers, Microsoft will lose those people in a few ways and that was the initial stage. It might be delusional, but I believe that giving gamers pure gaming pleasure is one way of gaining their trust. Not the trust of some analyst and some bing stage, but a stage where gaming for the sake of fun will endure long after Bing went the way of the dodo. I had hoped it would be an Amazon/Google win, but there is every chance that it will now be an optional Amazon/Tencent win and that will lead to a lot more damage to Microsoft over time. 

So whilst some will throw all this to my delusional side, I decided to blog the ideas so that they became open and Public Domain and I there is no regret here, I just came up with another part to an idea that could please a whole cluster of gamers, how large the cluster is is unknown. I understand that this is not some Call of Duty clone and as such plenty will not care for that game, but I believe millions will and that opens other doors and close the doors of Microsoft all at the same time. Why use energy twice, right?

I just have another idea. I think I wrote about it before. I should give it to Netflix as soon as possible just to piss Microsoft off and the more streaming gamers out there, the less is left for Microsoft and lets face it they have 238 million subscribers, so giving them IP merely slows the Microsoft cattle and diverts some of them to other places, a stage Microsoft cannot control and they lack ability to coach. Yup, now just to hand it over to Netflix and another loss for Microsoft is coming their way.

What a lovely way to start Friday (in 9 minutes).

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April 1, 2023 · 18:54

Focal and blinders

We all face them at times, I am no different. The problem is when is what what. Let me be a little more clear, in my case Microsoft is an issue, as I personally see it, if they buy Blizzard, they will need $92,000,000 of profit a day just to break even with the purchase of 3 houses (Mojang, Bethesda and Blizzard), now this is not set correctly, they bought Mojang some time ago, as such the amount is a few million less, but it is not less by much. They already crashed Redfall PS5, which they are allowed to do. They are allowed to do whatever they need to with what they own. Yet, consider that the PS5 has well over 30,000,000 consoles in the field and they allegedly need $92 million a day, does the act make sense? So am I concentrating on a focal, or a blinder. Consider that a blinder lets you NOT see in a specific direction. We attribute all kinds of ‘evil’ towards Microsoft, are they blinders or are they seen as the result of a focal? That is actually a lot harder to answer than you think. When is one could also be the other.

As such I have been concentrating on my two IP projects. Project Graveyard and Project Cluster. Two very different software and hardware IP settings. They both fit the Amazon Luna and optionally whomever buys the Google Stadia, which is why Kingdom Holdings was on my radar. One will be a decent downfall for Microsoft the other no less, but also takes the steam out of Facebook, and as such Amazon was the logical path to take and not just merely logical, Amazon was about to get a whole new range of revenue because of it. Yet I try not to be smitten by either blinders or focal (no matter how much fun they are). As such I saw the appearance of Tencent on time and even as several players are willing to ignore Tencent, I cannot and I will not. Tencent has seemingly the ability to unite gamers. In addition it allows China to grow in one additional industry where Americans thought they would not exist and now Microsoft in particular will have a problem because of the required $92 million a day will become a nose grounded with an anchor around the neck of American economy. And there are plenty of nay sayer spinners on the internet. It is all Microsoft and they are all getting on top of things. So lets have a go at that list 

1. Microsoft would acquire Mandiant to solve their solarwinds issue
There was one news cycle and then suddenly it went dark, there was no more news. I raised it in ‘What we hope for’ on March 7th 2022 (at https://lawlordtobe.com/2022/03/07/what-we-hope-for/). It became part of Google and it is a Google solution now. After that Microsoft and cyber solutions went a little dark on the matter.

2. Microsoft had a new Tablet to WOW the world. No, it didn’t never got close to the Apple iPad and it got even less close to the iPad Air, two devices that were more able and had a larger following and it still does. It still has a lot more to offer, but the spinners came with the ‘with the keyboard it was a more complete laptop’. No, it was not and it will never be that more. I saw people howling with agony as they saw failure after failure on their Surface. I still see some people trying to spin that thing. A $1650 solution trying to win over a $500 iPad, all whilst Apple has the more versatile device.

3. Microsoft has the cloud solution, Azure. Smell it, it smells nice. Which is laughingly the biggest loser of them all. In clarity, Azure is not bad, it lacks and it has no business in gaming. Azure is the Microsoft solution and after 3 years it is nowhere near ready to take on the AWS (Amazon Cloud solution). Last month someone wrote (not me) “Azure is more costly. Azure is the finest alternative for a robust Platform-as-a-Service (PaaS) provider and even a Windows integration. If a company needs infrastructure-as-a-service (IaaS) or a wide range of tools, AWS may be the ideal option”, so where are the SAAS and GAAS comparisons? And when I look, there is always a hidden issue where the people are promoting THEIR solution, no matter whether it involves AWS or Azure (Google is falling behind too much). At the moment the marketshare of AWS is a lot larger and in some reports it seems like Google cloud and IBM cloud are underreported. What matters is that this is another field where Microsoft is not ahead. 

4. The Microsoft gaming console is the most powerful in the world. It might be true, but the weakest console of them all (Nintendo Switch) surpassed the Microsoft sales numbers by a lot and did it in half the time Microsoft with their X/S console were in the field. Even now, these numbers of X and S series consoles are aggregated, the loss is that defining. They are way behind  the PS5 with their X series console, but it is the most powerful in the world. In addition the PS5 has a whole range of next generation titles that goes into the dozen and the Microsoft console is lacking there, even after two years it is still lacking in Next generation titles. 

I will ignore issues 5,6 and 7. 4 fields where Microsoft will need to do a lot better and for years they were not able to do so. So where is that $92 million a day profit coming from? I cannot see it, can you? And that was merely to claw back the investments on gaming alone. Amazon is hungry and they are driving their AWS (and optionally their Amazon Luna too) making the pain for Microsoft larger. Apple has a firm grip on their devices and even as we might not like Apple, their devices are solid and Microsoft has no chance of driving a wedge there. And as I see it, they already lost the console war. In that environment Microsoft is bleeding revenue all over the field, their books are red with blood and red ink. And for their security I have not seen an alternative for Mandiant (owned by Google). So where are they now? When will we see another Solarwinds? It is not a given, but they lack in cyber security, so I fail to see how they will stop the next wave. 

And now the battle field changes further, Tencent is about to arrive, I merely wonder if that was one of the reasons why the E3 was cancelled (I honestly do not know). If Tencent arrives, it arrives with more options and more settings than the Microsoft console field will allow for, no matter how that plays out, it makes the Blizzard $65,000,000,000 a massive anchor around the neck of Microsoft and it will hurt them, no matter what ideas they have. Tencent has been funding a lot of Unreal engine 5 stuff, as such they could wow the gaming community and if they are going the direction I am speculating on, it will hurt both Microsoft and Amazon to a larger degree, in this the pain to Apple remains unknown, or it might be minor. And that is all before some figure out that Project Cluster will enable a lot more than anyone considered, it was meant for that, to be ready for national 5G implementations. How many of them did that off the bat and how many (implying Microsoft) stated “We will get to that when it is ready”, it is the short term focal point of a quarter by quarter BI person. In this none of them have a real long term focal point and that is why Tencent is a danger to them all, they are focussing on 2025 and 2026 (the year Microsoft allegedly collapses).

So is Microsoft my blinder? Is it my focal, or did I see the stage for what it was one that offers great options for some and not that much for others. They limited their abilities by hanging an additional $65,000,000,000 anchor around their necks. I am calling it as I saw it. Perhaps I am wrong, you tell me. I gave you the numbers and the works, you can do your own research.

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