Tag Archives: Azure

Real life in virtuality

The other night I was pondering the setting (as you might have read in the previous blog) on RPG’s and the setting of a dream within a dream. The idea took another turn as I was considering the interaction of reality with virtuality, and in this a game based on a 1 exabyte setting, an online multiplayer game based on virtuality. A game where players fight each other, they create alliances and they conquer. To get this done, we either create a world that is believable, or we turn it around and let the world create our reality. 

And as I was pondering this, I remember a game called ‘Virus’, in this shooter the game created the levels depending on your hard-drive, that was when the cogs clicked together. 

The new game an entire exabyte of challenges.

The world where we are thrown into is not unlike TRON, but in this setting we become citizens of a cloud environment, we are kidnapped and as we scape we end up getting left to our own devices. So as such we see a challenge, but consider a cloud environment, one that has a dozen Fortune 500 companies, thousands of mid sized companies and a lot more small companies. So will you take on a large player, or do you start small? A game with settings unlike we have ever seen and it is a game that develops further as more players sink into a company, a game without a timeline, but with time as either an ally or an enemy. A stage we have (as far as I know) never seen before and as the cloud evolves, so does the world and the enemies we face. So consider creating a cloud environment for that event and turning it into a game, we are always looking for a challenge, so why not become the infecting part and take over companies, corporations and grow in that way and this is the game with a difference, it is hard core only, one life! You can restart as often as you want, but one defeated you start at square one, until you have complete control of your first company, corporation or enterprise. So as we see and as we get into one cloud, it will be close to an all out war with anyone you face, that is unless you can strike an alliance, and alliances require all parties to see the benefit of one another. The nice part here is that this might (or might not) be the stage where we either love it or hate it. You see this will not appeal to all, there is no doubt it is, yet how can we create the challenge of such a game? We appeal to the player and we set the event that the player will embrace. An approach where the benefit of both sledgehammer and scalpel are seen, and the creation of an environment where both can thrive. And that is the challenge, creating the environment where everything piece of hardware is shown as something, where every router and its components are shown as challenges, I wonder if it can be done.

The question
Yes, I do ask myself the question if it is feasible, if it is even remotely possible. You see, we all have Monday morning quarterbacks in one end, but the other end is also taken. Usually by some manager that has a new plan every Monday morning, but it never pans out to be possible, achievable or even deeply contemplated. I see that, I always question my own thoughts, you see the person who does not question their own thoughts ends up drawing castles in the sky, and then expects a dot matrix printer to print a 1200 DPI photograph. We must question ourselves at all times, especially when we caress our creative side. 

So is my idea a castle in the sky? Perhaps it is, there is no doubt on that. Yet for every 8-10 failures, that one idea will push through and become a real winner. In 1997 I opted and idea to my bosses to use a marketing strategy that used websites as the central core for reaching out to others, my bosses laughed, stating that there was no business model for something that delusional, and stupid me, I listened, 4 years before Facebook, I had the idea for a digital marketing path and it was ignored, silly stupid me, as such I am putting ALL my ideas on the public domain, some will find ground, some will not, perhaps most will not, yet in this I am setting the stage for some to take the idea and push it into a direction that I am currently unable to pursue, for a few reasons, but I digress.

We can try to literally translate a cloud, or we can set the inventory of any given cloud and create a converted one that boggles the mind. Consider that a company has a server, users, computers, routers, Cloud Connectors, Data Center Interconnect Platforms, Mobile Internet Routers and a few other devices, and the larger the company becomes, the larger the hardware and that is before the cloud, in the cloud we see all kind of other issues and to map these out we need a different set of rules, a different set of limits to add to the game, to give some version of ‘reality’ to the game, a set of spawning rules (I hate spawning in games) or to set a better stage, if a cloud is represented in elements (see image) now consider that each company has larger or smaller elements of all, how diverse will be the challenge a gamer has, even as the gamer goes from place to place, he is still in one cloud and there is the larger cloud security to content with. Perhaps the game is a fools errant, yet I believe that if gaming is the edge of technology, the only way we get beyond what we have now, is to push the stage of a new game towards and beyond the horizon of what we now can see. Sony gave us the console to do it, so let’s push into a realm we have never seen before, it is the only way to keep gaming at the height of any system, if we do not do that, we are hopelessly lost.

So where is your virtual gaming life? In a new version of an existing game, or in a stage of gaming we haven’t seen yet? I have nothing against the next iteration in gaming, I played Tombraider, 1, 2 and 3 and never regretted that, yet even there, we saw evolution of gaming. That part was less and less visible in some other franchises and that is a sad part, because only those who push gaming beyond the limits will show a game worthy of conquering. We have all kind of views on this, some hate them, some love them and that is OK. I was never a GTA fan, but a lot are, some hate Watchdogs 2, I loved it (3 as well). Some love Breakpoint, me not that much. That is fine, I always state that those claiming to create a game that appeals to all, will create a game that pleases none, so if I am not part of any equation, that is fine by me. Others, will serve the game I like. 

This is how it should be and in all this creativity will push limits and creativity will open up other doors, such is life and we need to push as many doors as we can if we are to make life better all around us, the iterators never will, they are part of the margin spreadsheet, sailing a safe course to last longer, it will never ever go their way. Nintendo is perhaps one of the shiniest examples. It pushed the Wii, which was a decent success, then the WiiU, an abysmal failure, yet it resulted in the Nintendo Switch, an absolute home run in gaming and there we see that failings will optionally turn to wins, an iterator will never see that, only the innovator will get there. Nintendo at present is close to 75,000,000 switch consoles sold, that implies 2 Nintendo’s for every Xbox, so where is their ‘most powerful system in the world’ now? Iterators always have a good story, but they do not yield results, we will get another ‘We’re not driven by how many consoles we sell, it is the same all over, the losers will say the numbers are shallow, but when they are in pole position, it is everything. A brand gone to the dogs, largely because they ignored the voice of the gamer, I saw that almost a decade ago. And now we see a new world rising, one run by Sone ind Nintendo, it is fine by me, although I needed Microsoft to keep Sony on their toes, this idea will soon be a bust. So the best I can do is to set a stage of creativity and hope that some will Create more and more Sony exclusive games, those who do will be able to use my gaming IP free of charge, I do have commercial needs (income) for my 5G IP, such is life and I do like to enjoy a good meal.

So is my cloud game a bust? Perhaps it is, but for now I will try to envision more and more of that approach, consider a complete created cloud, one where you travel and set the premise of ruling the cloud, yet not alone, it is too big making alliances more and more important, a stage that several have attempted, some a lot more successful then others, I merely want to add to the success rate, or at least attempt to do so. It is the price of creativity and its push to innovation, only the successful continue that battle stronger, the failures continue too, but on a smaller scale, and that is fine, every person will fail at some point, it is what they do next that matters, because Steve Jobs had its successes, but he also had the NeXT computer. We recognise success, but we fail to recognise the failures and where they lead to, it is the flaw in many of us. And this is a larger stage, so how can we set that stage, when people keep on pushing Microsoft and their Blue solution. So as ZDnet reported “Microsoft acknowledged it was a service update targeting an internal validation test ring that caused a crash in Azure AD backend services. “A latent code defect in the Azure AD backend service Safe Deployment Process (SDP) system caused this to deploy directly into our production environment, by passing our normal validation process,” officials said”, a lot of bla bla and yada yada, yet the flaw is not merely within Microsoft, it is the same approach that is replicated again and again. So as we see mentions of Active Directory, we also see ‘a validation ring that doesn’t include customer data’, as well as ‘the SDP didn’t correctly target the validation ring due to a defect and all rings were targeted concurrently causing service availability to degrade’, so how long until there are more and more failures and the rollback merely adds to the problem? This is what I saw when I considered the NSA approach towards Trust Zero, the idea is good, but larger players will screw up making any rollback a much larger issues over the whole field. This is part of the idea to make the cloud a game, we could optionally see something we never noticed before, because thousands of gamers will kick the one part everyone ignored. 

Whether we see the issue in reality, or merely virtual. We need to look with different kind of glasses, I see that because 20 years ago I listened to the wrong people, those relying on bullet points, memo’s and ego. There is no space for that in gaming, or in innovative design, I wonder when Microsoft will figure that part out, they are now in 3rd position, what happens when they become deal last (behind Amazon), will they blame metrics or will it be a Covid set of variables? No matter what they will rely on, they are in a stage where they are losing more and more slices of business cake, they are losing slices in a time where they should have had the entire pie, as I personally see it stupidity, greed driven short sightedness and ego driven conviction made them lose field after field, and now they are in a ratchet state, they have no ability to get close to Amazon and at the same time there is every chance that Google could catch up with them. When that happens, Microsoft will be holding a losing hand in the both the cloud and the gaming field and as their surface solution falls short, we see them handing over slices of that pie to Apple, a three sided losing streak, it is a rare but slightly satisfying field. Why do I think that Microsoft will fail? ZDnet stated it best with “There is still no publicly available data on Azure sales. Azure is the part of Microsoft’s cloud business that most rhymes with AWS, but is buried in the commercial cloud”. In a lifetime of working in IT, I have learned that when commercial driven players rely on ‘no publicly available data’, it tends to be because someone is too close, they are too far behind, or the results create questions, and as I personally see it, Microsoft does all three, Google is too close, they are too far behind with Amazon and the Exchange server issues call in question issues with the Microsoft cloud as a whole. As we saw (from 2019 onwards) more and more hacks towards clouds, there is every notion that together with one source claiming that 90% of clouds are in danger, Microsoft has a lot is problems coming their way, I do not know if this is completely fair on Microsoft, as all three have issues, but the replicated approach Microsoft has (Active Directory anyone?), we see a larger issue, if hacks can be transposed from one system to the other, Microsoft hacks might be seen as lucrative (from the organised crime point of view), it makes the NSA approach more and more essential, yet I personally feel that any rollback has hidden flaws and flaws are a problem, especially in a cloud where one flaw transfers to a whole number of corporations. I will be the first to agree that my view is speculative, because it is, but to see that part you need to grasp back to 2003 where the people got “Erroneous VeriSign-Issued Digital Certificates Pose Spoofing Hazard”, this needs to happen only once on the cloud and the mess is almost complete and I believe that a rollback will make it happen. So how do you feel about ‘due to a defect and all rings were targeted concurrently’ now?

So perhaps my idea for a cloud game has a few additional benefits, apart from it being an interesting approach to a new game. 

Have a great day

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SET trust = 0.

Yup, we all have a stage when there is no trust, there is no confidence and we wonder the why part. In this, I had questions, so I asked the agency, but they did’t know, then I asked the FBI, I asked Langley and I asked Commander Andrew Richardson, they all gave the same story, there is No Such Agency, so I Googled them and Yes! There they were, complete with phone number (+1 301-677-2300) and all, yup, we got them, so now we get to their story (at https://breakingdefense-com.cdn.ampproject.org/c/s/breakingdefense.com/2021/04/nsa-about-to-release-unclassified-5g-security-guidance/amp/).

Via the BBC, we get ‘NSA About To Release Unclassified 5G Security Guidance’ and I started to read, the article makes a lot of sense. Which gave me “Noble’s speech highlighted the importance of zero-trust architecture in 5G networks”, and it got me thinking, the approach makes a lot of sense, just like SE-LINUX, the setting of ‘no-trust’ makes sense, especially in a world where Microsoft keeps on fumbling the ball, not merely their exchange servers, but the (what I personally see as greed driven) push towards Azure, it comes with all kinds of triggers and dangers, especially as they are ready to cater to as many people as possible, the no-trust rule is pretty much the only one that makes sense at present. I have written about the dangers more than enough. So when we are given “it’s reasonable to expect that future NSA 5G security recommendations will emphasise zero trust as a key component”, I believe that the approach has a lot of benefits, especially when such a setting can be added to anti viral and Google apps, it could increase safety to well over 34% overnight, and option never achieved before and we should all applaud such a benefit. There are a few thoughts on “NSA has characterised zero trust as “a security model, a set of system design principles, and a coordinated cybersecurity and system management strategy.” It’s a “data-center centric” approach to security, which assumes the worst — that an organisation is already breached or will be breached.” A choice that is logical and sets the cleaning directly at servers and ISP’s, and they are the backbone in some cases to close to 75% of all connections, so to set a barricade on those places makes sense, there is no debating, the choice of calling themselves No Such Agency wasn’t their best idea, but this is a game changer. 

I have been critical of the US government in all kinds of ways for years and on a few topics, yet I have to admit that this is an excellent approach to prevent things going from bad to worse, moreover, there is every chance that it will make things better for a lot of us overnight as such a system deploys, it will have a trickle down effect, making more and more systems secure. 

That one thing
Yup there is always one thing and we see the dangers when we consider Solarwinds and Microsoft (their mail server), the one part is when we rely on rollbacks and we see rollback after rollback creating a hole and optionally a backdoor, the most dangerous system is the one deemed to be safe, ask Microsoft, or their exchange server. When you believe all is safe, that is when the most damage can be made. And as the article looks at 4 parts, we see ‘Improved network resiliency and redundancy’, yes it makes sense, but rollback efforts are possibly out of that equation and when we get some people tinkering there, there is a chance that the solarwinds paradox returns, yet this time with a dangerous seal of approval by the No Such Agency, it will be the one part all criminal minds are hoping for, in this I personally hope they fail, but these buggers can be resilient, tenacious and creative, the triangle that even the Bermuda Triangle fears and that is saying something.

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The wide net

We all have the idea to go phishing, we want trout, we want salmon and we use the biggest net possible to get at least one. So when AP gave us ‘Casting a wide intrusion net: Dozens burned with single hack’ (at https://apnews.com/article/donald-trump-politics-europe-eastern-europe-new-zealand-f318ba1ffc971eb17371456b015206a5), not only was I not surprised, I had been warning people about this for a few years, that setting is apparently upon us now (or at least some are admitting it now). There we see “Nimble, highly skilled criminal hackers believed to operate out of Eastern Europe hacked dozens of companies and government agencies on at least four continents by breaking into a single product they all used” this does not surprise me, this happened in the late 80’s as well when someone used Aston Tate’s DB3 to introduce a virus, it is simple find something they all use and hamper its function, a basic strategy that an Italian (Julius Caesar) introduced 2000 years ago, there he hampered the roads and not servers but you get the idea, the classics still work.

When we are given “The Accellion casualties have kept piling up, meanwhile, with many being extorted by the Russian-speaking Clop cybercriminal gang, which threat researchers believe may have bought pilfered data from the hackers. Their threat: Pay up or we leak your sensitive data online, be it proprietary documents from Canadian aircraft maker Bombardier or lawyer-client communications from Jones Day.” It might seem rash but the people relied on others to keep their data safe and whilst we see more and more that they cannot contain the bacon the clients are suffering, this is not a simple station and we get it, but package solutions tend to come with flaws and that has been a truth for 20 years, so why are you all crying now? It is the final part that has more bearing “Members of Congress are already dismayed by the supply-chain hack of the Texas network management software company SolarWinds that allowed suspected Russian state-backed hackers to tiptoe unnoticed — apparently intent solely on intelligence-gathering — for more than half a year through the networks of at least nine government agencies and more than 100 companies and think tanks. Only in December was the SolarWinds hacking campaign discovered by the cybersecurity firm FireEye. France suffered a similar hack, blamed by its cybersecurity agency on Russian military operatives, that also gamed the supply chain. They slipped malware into an update of network management software from a firm called Centreon, letting them quietly root around victim networks from 2017 to 2020.” This is important because of what happened in the last two years, remember how ‘stupid’ American people started to blame Huawei for all the bad whilst offering absolutely no supporting evidence? Huawei does not need to bother to aid whichever government there was, silly software developers are doing that for them, we see an abundance of intrusion problems that include SolarWinds, Accellion and Cisco. A stage where thousands of systems are at risk, but no, the ‘silly’ people kept on blaming Huawei. Even I knew better and as Sony gave me the idea for an intrusion method called ‘Plus One’ (a viable way to drive the Pentagon nuts) with an alternative direction that I call ‘Vee One’, but that one has a few hiccups I reckon. Then I got creative and saw a new parameter in play. One that is based on a little part I read in a Cisco manual, the text “When You Add A Hard Disk To A Virtual Machine(VM), you can create a new virtual disk, add an existing virtual disk, or add a mapped Storage Area Network (SAN) Logical UnitNumber (LUN). In most cases, you can accept the default device node. For a hard-disk, a non default device node is useful to control the boot order or have different Small Computer System Interface (SCSI) controller types. For example, you might want to boot from an LSI Logic controller and use a Bus-logic Controller With bus sharing turned onto share a data disk with another VM.” You see that small text indicates that there is a nice workaround in Cisco CMX and it opens up a lot more than they bargained for, that in conjunction with the share issues thy were already facing gives out a whole new meaning to the phrase ‘Copy me I want to travel’, n’est pas? (for the French victims)

It is a much larger stage, most laws aren’t ready for this, prosecuting the guilty parties is close to impossible and any quick fix they make will only make things harder, the setting was and has for always been the makers of software, time constraints and lack of deep testing makes for a lousy solution and in most cases these players have a pushy marketing department (example: Ubisoft), and yes ‘You be soft!’ because the small tidbit that AP gives us with “Attackers are finding it harder and harder to gain access via traditional methods, as vendors like Microsoft and Apple have hardened the security of the operating systems considerably over the last years” yet it is a small stage and not a correct one. Weaknesses in Azure, issues with advertising in apps and a larger stage of programming, we see it clearest in .NET, but it goes way beyond that, for example “The problem of memory leaks is not uncommon in any technology. Simply put, the framework doesn’t release the memory that it no longer needs. .NET is frequently criticised for memory leaks and memory-related issues. Although .NET has a garbage collector for this sort of problem, engineers still have to invest additional efforts into proper resource management. And the leaks keep on growing as the application scales.” (source: Altexsoft) and it shows the smallest part, if there is a leak in one place, there will be in other places too and the leaks are not the real problem, getting it to semi-crash and taking over its right on a network are a quick way into any system, I saw the example with an accounting program (censored name), I got the program to crash (took about 20 seconds) and I ended up with the administrator rights to the entire mainframe from ANY location running that software. I get it, there will always be a bug in any place and the makers were quick to fix it, but for a few weeks there was an entrance point that took minimum efforts and that setting is only increasing with routers and cloud systems, these companies rely on marketeers that are ready to push for the investors sake and leave the client swimming in a swamp, I have seen it more than once and it will happen again, and this setting has been going on since 1989 and over the next 3-4 years it will grow to 150%, the push to billions and to quickly get to billions will be overwhelming for too many players all whilst the law will not be able to protect the victims, they will merely point at torts law, even though that you are the victim, most contracts are offered as an ‘as is’ solution and for the most software makers can avoid prosecution for the longest time, long enough for the hackers to get away with your data and sell it, what a lovely system you bought. Oh and before I forget, organised crime is way ahead of me, so for some it will already be too late.

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Stage light or lime light?

This morning I had to mull things over. I saw ‘Suspected Russian hackers spied on U.S. Treasury emails – sources’ (at https://uk.reuters.com/article/us-usa-cyber-treasury-exclsuive/suspected-russian-hackers-spied-on-u-s-treasury-emails-sources-idUKKBN28N0PG), I saw the news early this morning, but the stage was not clear. You would think that when you see a title like this, the stage is pretty clear, is it not? But in all this, two sentences were out, or perhaps they were off was more apt in this line of consideration. 

The first sentence that waved like a hammer and sickle flag was “according to people familiar with the matter”, this was not some official brief by the FBI or the DHS, it was some anonymous setting and as that nations current president is mad as a hatter (or in possession of less common sense then the Court Jester entertaining Reniero Zeno) gives rise to worry. Now, let be clear, I am not stating that this isn’t happening. Consider “but three of the people familiar with the investigation said Russia is currently believed to be responsible for the attack. Two of the people said that the breaches are connected to a broad campaign that also involved the recently disclosed hack on FireEye, a major U.S. cybersecurity company with government and commercial contracts”, so now it is not from one source, but one journo has access to ALL THREE? Then there is (the secnd one) “cyber spies are believed to have gotten in by surreptitiously tampering with updates released by IT company SolarWinds”, which also affects the military, and in this, we grb back to the earlier statement “they asked the Cybersecurity and Infrastructure Security Agency and the FBI to investigate”, really? Military integrity is in play and you think that none of the Defence intelligence groups, or cyber command is invited? Then we get the end which gives us “The hackers are “highly sophisticated” and have been able to trick the Microsoft platform’s authentication controls, according to a person familiar with the incident, who spoke on condition of anonymity because they were not allowed to speak to the press”, that and the consideration (not fact) that “Hackers broke into the NTIA’s office software, Microsoft’s Office 365. Staff emails at the agency were monitored by the hackers for months”, consider that and set the light towards a transgression on the Microsoft Azure cloud that makes their cloud useless, or turns it into a public domain Bulletin board, something EVERY industrial wants to hear. You think that this was not out in force and Microsoft was on every channel on the PLANET explaining to the people that there was no cause for alarm? All this and some Christopher Bing has three sources? Anyone else concerned with the quality of news? And the last line giving us ‘because they were not allowed to speak to the press’ did it for me. 

Is this a ploy to avoid the limelight, or make sure that the stage lights are pointing somewhere else? Now, I reckon that the Russian government is forever trying to get its fingers on all kinds of hush hush details, the CIA does pretty much the same thing, yet in this we see “highly-sophisticated, targeted and manual supply chain attack by a nation state”, what evidence is there? This is important, because it could well be organised crime or a super rich singular player who wants the low-down on deals that syphon his or her money more efficiently and that has been done before as well. In this the entire approach is one of chaos, even if the chaos seems organised. The fact that it was allegedly possible to “Staff emails at the agency were monitored by the hackers for months” with the mention of Microsoft 365 and the news was limited to one person at Reuters? That and the fact that it as seemingly ‘months’ is a larger cause for concern, the fact that this was going on for well over a week and not every Christmas light would shine brightly red at 2624 NE University Village St, Seattle, WA 98105, United States is a first, the fact that not every siren is blasting on EVERY Microsoft 365 and Azure data centre is a second. But no, we get “there was a breach at one of its agencies and that they asked the Cybersecurity and Infrastructure Security Agency and the FBI to investigate”, yes because dimensionality in alarms and corporate dangers are passed on forever to the FBI in such a blasé way.

So I have several issues on the matter and in all this I can in all honesty not determine whether the light shining is a limelight to give visibility to someone else, or a stage light to make the people look to the left all whilst the people on the right are running off the stage, hoping no one will notice. It can be either or both, but the picture they are painting for us does not make sense and lust like that Italian dude (read: doge), the 45th no less, had his own battles to fight (mostly with Genoa), it was set in one quarter, but had underlying conditions (like Michael VIII Palaiologos) and in this certain nobility members profited greatly, I wonder why that never got properly investigated. And as such I do not oppose the pointing fingers at the Kremlin, but doing so before we see “the Cybersecurity and Infrastructure Security Agency and the FBI to investigate” deliver a finished report is a little fast, so fast even McDonalds cannot compete. All whilst cybercrime has a much larger reach to a great deal many more people and still Microsoft remains silent. 

There is a bright light over yonder, yet what it is used for, I cannot tell.

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A cloud-less future

Yup, it happens, it is not intentional and it will happen to us all. This started for me as I was listening to my iPod, I am enjoying a band called The Sweet, a British band I really liked in the 70’s. So listening to their greatest hits was something I had not done for a long time, yet for some reasons somewhere between Ballroom Blitz and Blockbuster cogs started to turn, it was that time of the day again as I was setting my creative cap on, you see, I had the idea for the MD net drive in the early 90’s when I saw one of the first Mini Disc drives. Consider that this small disk had the option to store an entire CD, in a time that a Bernoulli drive with a disc 20 times that size could only story up to 90 MB. I talked to Sony about it, but they waved the idea away, it would never catch on. Little did they realise just how long they ended up to be. Yet these idea’s are giving me the thought of a new generation of devices. 

Consider the iPad, iPod, Mobile phone, they all have items that you use all over, they all have a setting that is almost transparent, perhaps even trans parent. Now consider that we might rely on the cloud in some cases, but that cloud will soon become less and less reliable. Even now, the last week I have had all kinds of congestion issues with YouTube, friends in the UK have had other data related items, nothing major, there was no loss, but there was also no clear connection, things went bump into the night (and next morning).

Now consider how small an NVME SSD drive is now, a 1 TB drive fit into my hand, so what happens when we look at the KingstonSSD drive that is a mere 42 mm large? They will get smaller, but for now it is small enough, and 240GB is small enough to be an ejectable drive tht can go from device to device. Your music inserted in whatever device you need it to be. Yes, the cloud does this too, but how long until the cloud costs more than you bargained for? What happens when the congestion increases, net neutrality is off the beaten track through Service Level Agreements that you either sign up for (for a fee) or lose? 

Now is the time to have alternatives, if only to avoid the lack of 5G in France and Germany or perhaps the fact that 5G in the US is only 13% of the speed of 5G in Saudi Arabia, you think it will not hit you at some point? You’re dreaming, the question is will it affect you, for the most there is little doubt, it will not hinder you, but there is every chance that it will aggravate you, when the 3rd or 4th song stagnates, freezes or just stops, your mood is gone. This is what happened to you with CD’s and it will hit you again. Yet the setting is not so bad, we can void it all at the beginning of the station. What if these factors would never hit you? 

There is no doubt that there will be an option to have a NVME port. Perhaps a MNVME (Mobile NVME) port, even now we see the Orico GV100 512GB NVMe Portable External SSD, which is the size of a USB stick, it is 3.78 inch long, but almost 1/3 is for the key holder, so that thing can already be smaller, and it is $179, in consideration a 2TB drive for the PS4 is $97, so there is room to manoeuvre and when these drives become popular, prices go down. 

Yet the foundation is that we need all kinds of devices, that all link to one drive, a drive we have on us. Soon it will have crypto parts, biometrics data and we keep it on us, a validation for all kinds of matters. We have no option but to move in this direction, several factors will push us, some good, some required and some because it is just a form of laziness. Consider that the drive has the 2 Netflix movies you downloaded last night, so you can enjoy whatever you binge on the train to work? It is destined to happen, and some of the companies are most likely already looking into this, I predict ted in 2012 (after seeing a stack of patents by Samsung and Apple) that the stage of mobile devices was changing. The hardwire became more transparent and nondescript (fitting multiple directions), it was the software that was pushing a direction, yet in all this the data (your music, your movies, your games) remains open to direction and I reckon that the setting of mobile name will deal with that direction, some will be generic, some will be branded. It is the generic part that has the highest stage of usage, because people do not believe in one direction, they embrace the freedom of choice, there are plenty who all really on Apple, but Apple will take care of that part, it is portable and mobile data that will set in the third wave. Why?

Because the people think that others will take care of it, just like they did when Google created search (and they latched on for a free ride) and now they are all crying like little bitches: “boo hoo hoo, Google is so nasty”, to them I tell, go cry me a river, you get ahead of the curve or you stop being part of the process and when the data part is very soon coming up for debate, it is those who allow for larger portability that will get the podium, not some Azure service agent, giving you some version of “Get Started With Free Credit To Try Any Combination Of Azure Services. Build Your Next Idea”, yes but it is still set to the Azure Frame (Apple and Amazon having their standards), it is those who allow for a larger frame of open choice, they will win, because data requires open stages (a copy me, I want to travel) idea, whilst others have one system, one cloud and when you get conflicts these salespeople stop talking when you get to the part that is not inherently theirs, it makes them no money. 

It is there where we see a the stage where a billion people will want to move and as some business types will sell their children for a slice of that cake, what do you think your value will be when you are the one holding that cake? And all that I even before governments get clued in on what data they are missing out of. 

There will always be need of a cloud, there are however more and more moments when the cloud is overrated and more of a hindrance, that is where mobile data will become a key player in the hardware that people will buy. It will be a consumers market where the buyer decide where they want to go, not the seller telling the buyer where they need to go, that is the frame in 3-5 years.

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Institutionalised Positioning

Yes, we can take IP in several directions. For me it started yesterday at 17:15 when I got home with my new iPad, after 6 months, minus one week, my iPad finally arrived. So happy happy joy joy. Yet the story is not that simple. I was able to get mot of the apps from my iPad 1st generation onto my iPad Air 4th generation, in a few cases I bought the program again (the $5 will not kill me I assume). And for the most, these programs held up for a long time, so I am happy. 

Yet there the issue started. You see, there was a problem with one program, the program no longer existed. It was a data vault, this data vault kept projects in directories, and they were all hidden. When I needed it I could open one of the folders and I was ready for the presentation. This was the first hurdle. There were all kinds of programs, I must have liked at a few dozen of them, all with cloud backup, all with options to hide all these secret pictures, WTF do I care? I needed a specific application and the 2-3 dozen are all copies of one another, all copies of an idea they all had at the same time. With the exception of two, a massive waste (in my specific case). I got one of them working first with two projects, that was the one I got. Some will think that I am all about the fuss, all about paranoia. So consider January 2020, Forbes gives us ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’, with the two additional quotes “Paul Bischoff, a privacy advocate and editor at Comparitech, has revealed how an investigation by the Comparitech security research team uncovered no less than five servers containing the same set of 250 million records”, as well as “the researchers say that many contained plain text data including customer email addresses, IP addresses, geographical locations, descriptions of the customer service and support claims and cases, Microsoft support agent emails, case numbers and resolutions”, as this point, do you think that I am trueing any cloud with my IP? Do you think that I will give any reliability to any firm handing control of their cloud to the NSA? The IP wi worth a pretty penny and there is no way in hell that I trust anyone with that. Especially when you consider “A new report from the National Security Agency (NSA) titled “Mitigating Cloud Vulnerabilities” identifies what the agency considers the top cloud security issue plaguing organisations: misconfigured privacy settings” (source: unconfirmed), so according to the source, not only is it a cloud solution, but the makers cannot properly administer this, so the NSA is needed? I have question marks, but more so in the direction of Microsoft who had been shoving this solution down our throats like it was the second coming. It reminds me, there was a comedian who had this story: “I apparently had a rare disease, but my older brother knew the cure, just eat a handful of sand, thank god for older brothers”, I think you can relate this to both Azure and Microsoft, can you? So as my trust is close to zero Kelvin, I have my IP in a secure location, and I have an encrypted version that I can access via Webmail and then into the Vault. It takes a few steps, but the chance it gets hacked is less than 2%, this in light of Business Insider giving us “Seventy percent of companies using cloud computing vendors get hacked or leak data, Sophos found”, so I am rather picky on how and where my data goes. The fact that almost NONE of the data vaults took that precaution, r allows for it is the larger stage that needs addressing. Apple gave me 4 confrontations in that regard, and let’s be clear, this is not the fault of Apple. Their app store has limits and abilities and as such we are confronted with the larger evil, and evil Apple did not create, the developers are optionally also unaware of the stage that they are on, but the stage we do see is that things need to change, a new IP, one that has the foundations of a 30 year old program called DBMS/Copy, with the foundations of something that resembles ODBC. A setting where WE decide what the source is, where the source is and how we get it to the point of destination, if the cloud can no longer be trusted, we need that solution fast and we need it to be clearly controlled and set in a station where the user is allowed to make the decisions. Now, let be clear, this is not for all, this is not a solution we all need to consider, but enough need to consider it, for one, all those with bankable IP. 

So when we are in a stage where we have 25-50 passwords, and the setting is now that we can’t rely on these passwords because the rainbow tables of today are more and more efficient, in some cases we added simplicity to the working of these tables, as such, in a stage where we enter 5G, where dat travels 10-25 times faster, a rainbow table becomes a lot more dangerous to a much larger group of people and when you see the alleged Microsoft Blunders, we have a lot more to fear. And let be clear, Microsoft might be the clearest example, I for one am unwilling to believe that they are the only one, especially when you see the Sophos numbers. 

In all this, the institutionalised positioning is that there is no issue, there are no glitches and there is no lack of safety. I will let you decide whether I am right, or whether I am wrong, type is enough out there to form your own opinion, yet when you do and you get it wrong, do not come crying. Consider that IP can only be sold once (if it is done right), do you really want to take a chance on something that could be your life’s work and sets you up for retirement? I will let you decide, because that is your right.

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Multiple rulers

We have a ruler at times. A ruler so we can see whether the size measures up to the setting we held ourselves to, and a size to what we hold others. We are all like that, and sometimes we use more than one, it is almost like we set a standard metrical and then another one to get the inch setting. There is one stage we avoid; not on purpose, but the stage we set because we did not think of it. That is the stage that I found myself in this weekend. Anyone who has a Playstation 4 (or better) has either been playing the Last of us part 2, or has been contemplating playing it. There might be the smallest group that did not (and that is fair) but that group is really really small. It started in 2013, a (small) player named naughty dog, famous for Crash Bandicoot and a few other titles, had an idea and made that game, that game was titled The last of us, we might not have realised it at the time but gaming history was written that very moment. They made the game that heralded the end of the Playstation 3 on a high. The game was graphically, musically and technically at the very top of gaming, do not take my word for it, the game got over 200 game of the year awards, which is a record by itself, so when it was remastered for the Playstation 4, I did not hesitate to get it, now there is the second part and what I have seen so far is blowing my mind (again). It als gave me the idea to come up with the two ruler rule. So far the only three passing that standard are Naughty Dog, CD Project Red and Bethesda. This does not mean that others are not good, some are great. Yet to fit this measurement you need to be better than the best. I believe that those makers could have turned their game into a movie and it would be as groundbreaking and as appreciated as the game. As I see it CD Project Red did that by getting the Netflix the Witcher made. OK, they cheated by getting Superman to play the lead, but still they got it done and it is every bit as amazing as the game was. Excellence is transcendental (or so I believe) and I feel certain that the Last of US (both 1 and 2) would make amazing movies/mini series. I played part 2 to some extent and then I remembered (I thought back to the first one) and I decided to play it again. Even now, 7 years later, the first game is as overwhelming as any new game is, yes, the second one surpasseds the first one by a fair bit, but both of them leave most others in their wake, the games are that good. This is not bad for the others, there will always be rocksteady, there will always be rockstar and they will endear the gamers in their own way, there is no doubt about it, yet when we see the bullet point memo people at EA and Ubisoft, they are done for. The few franchises they hide behind will not help them, even now, their games at 70%-80% reduced rate are a debatable buy and that is not a good place to be in. When a two billion company like Ubisoft gets passed over by what some regards as small studios, we need to realise that gaming has been on the fringe of technology since the 80’s. Some people decided to give the thought that gaming too is iteration (like every year an Assassins Creed game), some exploited other means, some good and some bad, and before some think that Ubisoft is all bad, they did bring us Assassins Creed 2 (and brotherhood), Far Cry 3, AC Origins, Watchdog 2, The Division and a few others, when we look past the iteration, we see that they make good games, if only they were properly tested and vetted before release, it is the largest flaw that Ubisoft brings us today. And it is getting noticed more and more as we take notice of games like The Witcher and The Last of Us. Wecan add games like Elite Dangerous and Subnautica and the remastered edition of System Shock (hopefully 2020), we see that the original ideas are still there and they are wiping the floor with the iterative wannabe’s. You see the stage is changing and gamers are not completely aware.

We see the created hypes and we see how Microsoft is hiding behind the marketing cry ‘the most powerful system in the world’, yet they got defeated by the weakest system of them all (Nintendo Switch) and as Microsoft hides behind the hype screen we are all missing the larger point. As 4K gaming hits the front yard of many gamers this holiday season, they tend to forget that the games will be twice the size and so will the patches. In this situation consider that in places like Greece and Turkey a Ubisoft patch will take up to a day (estimated), a day per game downloading a patch. The UK, Ireland, Germany, Belgium, Italy and a few others have better connections, yet in these places in Rural areas their internet is not great, so the long term view of the approach that they are currently holding is that they will not be in a great place. Yes, France, Spain and Scandinavia the connection is well above decent, yet is that the same in rural areas? In France it is not and I just set the pulse point on millions of gamers who will be in an extremely agitated state soon enough, yet not if Ubisoft continues as it currently is. And we need to review that too. A game might seem amazing, yet in the 4K life, patches will be increasingly larger and larger. So what do you think will happen when a patch is not 38 GB, but 70 GB? How long until gamers lose their shit over this, because the second time it happens might already be enough for the gamer to demand a refund, and with some places having the 7 day purchase option in place, that cooldown will be enough to end the lifespan of places like Ubisoft, Electronic Arts and Activision. Yes, I get it, others will be in a similar place, but consider keeping a list of all your games and all the patches that come through, who will win the patch race agitation list? 

Yes, we get it Bethesda will also be in a bad place, yet RPG games like Skyrim are too great and will always have patches coming their way, yet overall when I look back at the games like Oblivion, Skyrim, Fallout 3, Fallout 4 the amount of patches have not been overwhelming. As I see it one breakpoint patch has had more to download then the sum of nearly all Bethesda games, that is the station we see, yet we forget that the station we face is nothing more than a small way station, the stations we are about to hit are proper terminals with larger needs. We need to measure what was and what will be to a much larger extent and use two rulers, the size of the game and the size of the patches, whilst we tally the number of patches. Breakpoint was regarded by gamers as the most disappointing game of 2019, 38GB of patches later and it is still up for debate, as I see it, they no longer have any freedom of movement, gaming will change but not in their direction, the games will need to be better and their infrastructure is not ready, the patch notes give a clear indication of that. So yes, we will see a console war, but we will see a lot more than that. Santa Monica Studios, Naughty Dog and a few others are ready and they make Playstation games. The people at Microsoft are not ready for the issues that sme games bring and their Azure cloud is useless at this stage, it is about innovative gaming, the iterative clowns have no place being here. We are about to see a console war and Microsoft could soon end up in 4th position, so when we consider the big three, who else will surpass them? Their marketing hype of the most powerful console for sale, and they forgot that they still needed good games to stay in that place, with less than half a dozen exclusive games, the pickings are slim for Microsoft, to see that you needed an additional ruler, a different stage of measuring. Just like the measurement of power, there are two ways of measuring it, all whilst the elements for both formulas were readily available, too many players were looking at one formula and forgot about the other one, and that is what the limelight will show at the end of the year and when that limelight shows bright, we will see that some players are done for, one ruler would not have shown it, they all focussed on the revenue and they forgot that revenue is hindered by the resistance that patches bring, these players forgot or basically ignored the danger of large patches and now that they are 26 weeks away from a new standard these players will panic, they will panic more and more and let marketing do the fight of the public arena all whilst it will merely stop activities for a few days and some patches required months. Now, we accept that both Sony and Microsoft have that house of Pox looming, but as I see it, Sony has more alternatives and in this fight, the one with alternatives is the most likely to win. In all this there is strength to any marketing endeavour, but its flaws are there too and once your board of directors start to earnestly believe the stories they tell, they have already painted themselves into a corner. 

 

 

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The time is now

Yesterday, an article in the BBC made me aware of a few items. Now, I was aware to a larger degree of most items, yet I kept it in the second drawer of the third desk of my brain, it was something I took for accepted and then shrug it off, so what changed? Nothing actually changed, but the article seems good enough to take a few items on view.

The article (at https://www.bbc.com/news/technology-51115315) gives us “Google has announced a timeline for implementing new privacy standards that will limit third-party use of a digital tool known as cookies“, now this is nothing new, it was always going to happen, yet we also see: “analysts say the move gives Google more control over the digital ad market where it is already a major player.  To make advertising more personal web browsers collect small bits of information that allow them to create a profile of the users likes and online habits“, the question becomes, is that actually true? And when we see “This presents a core problem from a competition perspective. It is yet another example of Google diminishing ad rivals’ access to data for the stated purpose of protecting users’ privacy“, a quote from Dina Srinivasan, a lawyer focused on competition issues is not really that truthful, is it? Apple made a similar move in 2017 and when we go back in time, we see Google Chrome, Mozilla Firefox, Internet Explorer, Safari, Microsoft Edge, and Opera. Most will have forgotten Netscape who became defunct in 2003, and basically stopped making a blip 2 years before that. We seemingly forgot about the exploitative market that Microsoft had in those days with Internet Explorer and all the crap it added to our HTML files (as did Word when we saved as an HTML file), in those days data in files was still an issue because there was a limit to what we could safe when we were not rich. Chrome was the first to keep our files clean, or at least lacking a lot of rubbish. Netscape was however on a different route, an employee of Netscape Communications, which was developing an e-commerce application for MCI. MCI did not want its servers to have to retain partial transaction states which was a killer for storage, as such they asked the people at Netscape to find a way to store partial options and methods of transactions where it mattered the most, at the side of the buyer, Cookies provided a solution to the problem of reliably implementing a virtual shopping cart, Google found a new way of using that idea and used cookies in the far reaching solution it currently has, they innovated, others merely took on board someone else’s solution and not they are all crying foul. Perhaps when these people had taken the time to innovate, they would have the choice, and the option of two years seems decent, so when I read “advertisers had hoped to have more time before it was implemented” is as I personally see a larger BS issue on timeframes and exploitation, if advertisers are in the now, they would be all about advanced implementation, yet they like their bonus and they seemingly do not like to spend money on investments to counter the timeline (an assumption from my side). 

Google’s director of Chrome engineering, Justin Schuh gives us “Users are demanding greater privacy – including transparency, choice and control over how their data is used – and it’s clear the web ecosystem needs to evolve to meet these increasing demands“, which seems slightly too political to my liking, but there we have it. Business Day gives us “But GDPR also made life harder for a cohort of second-tier adtech players trying to compete with the likes of Google and Facebook. The regulation’s provision to prevent data being shared wantonly with third parties seemed to give the tech giants an opportunity to tighten their control over user data” where we see that this was one of the foundations that led to the end of SizMek, some state that it was DSP Rocket Fuel that ended the heartbeat of SizMek, yet everyone ignores a simple truth, ‘an overcrowded ad tech market with independent vendors with an inability to face serious cost pressures to their pricing structures‘, they all arrogantly believed that THEIR solution was the real one and they all basically read cookies like the ones Google had distributed. You can all claim to have the magic potion that Asterix drinks, but when the truth comes out that he drinks Darjeeling tea from India, the playing field gets overcrowded and when the customer figures out what they get priced for the end is pretty much around the corner of the next door you face.

So as we are told “third-party ad sellers will need to go through Google to get information about internet users. But critics say that is an advantage that makes the market less fair and safe“, in my view my question becomes: ‘Which critics, names please!‘, the problem is that third party ad sellers have no rights, none at all, the rights should be with the owner of the computer, Google (Apple also) are setting (not by their own accord) that stage, Microsoft is using their Azure Cloud to counter the Cookie option on PC and Microsoft Console, but the hard sight is already there, the people who are unable, unwilling and cannot afford to set the stage still want their freebee and they are now starting to complain as they are made aware that their time has ended, even though this was the direction we saw in US politics and EU politics well over three years ago. The EU had their General Data Protection Regulation (GDPR) and everyone shrugged their shoulders stating that it would not happen that fast, yet that was three years ago and now the time has been set back to merely two years to go and the ad sellers are feeling the pinch of the cost they will actually face. Moreover, they are seeing the red lights of career ends. The Verge gave us “an industry that’s used to collecting and sharing data with little to no restriction, that means rewriting the rules of how ads are targeted online“, they gave us that on May 25th 2018, so 1.5 years ago, why is this now a problem? The people wanted this, ad soon it will be here, Google has not been sitting still updating their systems accordingly, and as such we see that the flaccid and non-concerned rest is now looking at a deadline a mere two years away. When we look to the larger field we see Criteo, LiveRamp, Trade Desk, Rubicon, and Telaria, all losing value as ad-tech providers, yet the opposite could also be true when they offer to the customer a value, a value where most ad-tech companies never bothered going. Yet the power of any ad-tech was never the cookie, that was for the most merely the revenue. They had 5 years to consider the power of ad-tech and they didn’t. The power of this is basically engagement. Facebook showed this year after year and now it is out on the larger field, those who engage will survive, the rest will end up on a dog eat dog football field and a few will survive but only as long as they push to the next hurdle and make it, if not they will end up on the obituary page (just like Netscape, however Netscape ended there for other reasons). 

I wonder if that is why Google is so adamant about its stadia? It would get a massive tier of small time developers creating engagement content to be released on mobiles. That i me merely speculating. 

Still the words of Dina Srinivasan are not entirely without merit, she gives the Facebook issue (at https://www.wsj.com/articles/yale-law-grads-hipster-antitrust-argument-against-facebook-findsmainstream-support-11575987274), and she makes a good case, yet the history of certain players need to be taken into account. Even as she was her own misgivings about the evolution of the digital advertising market, history had been clear, some of them basically did not bother, they wanted it handed to them for free and in the beginning they got away with it. And she made a point with “How could a company with Facebook Inc.’s checkered privacy record have obtained so much of its users’ personal data?“, yet equally we need to weigh this with the words of U.S. Attorney General William Barr. He gives us “he is “open to that argument” that consumer harm can exist through the use of personal data, even if a service is free. “I am inclined to think there is no free lunch. Something that is free is actually getting paid for one way or the other”“, which is what I have been saying on my blog for around 4 years, so happy to see people wake up in January 2020. So when I see “Ms. Srinivasan would prefer that Facebook be forced to change certain business practices, including how it tracks users when they are off the company’s platforms“, I wonder when they give account to the small truth that Facebook is a free service for a reason and they are no longer alone in this, you are going after the large players when they are in the largest danger by losing slices of that revenue pie to contenders elsewhere in the world (EU and China). 

Whatever you want to do is fine, but realise that it will put a large group of people in the streets without a job, I am not against them losing their job, but that revenue and that data will also flow in other directions and that is the one part that all players (with political support) are trying to counter as much as possible. I wonder if they will succeed. The weird part is that if this group had been properly taxed 3 out of the 5 major issues would also fall away and in that view a workable solution could be pivoted to.

 

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The slammer got slammed

There is nothing so rewarding as the moment you realise that you get to slam the door on those slamming the door on you. It is an innate feeling that is in the core of all of us. It is more powerful than getting the drop on your boss or CEO with an overwhelming amount of narcissism and the overbearing feeling towards the need of being some dominant / dominatrix figure (at that point they become merely a figurine).

I made several references over the course of 2018 that this was coming, the stronger one in May 2018 (at https://lawlordtobe.com/2018/05/05/milestones/) where I made the reference: “the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting“. The article ‘Milestones‘ has more, it also has references to the AfD (Alternative for Germany), and even as we see in the Financial Times (at https://www.ft.com/content/d695fff8-b838-11e9-96bd-8e884d3ea203) “It is a happy hunting-ground for the AfD: if polls are accurate, it could emerge as the most popular party in regional elections on September 1, even beating the left-of-centre Social Democrats which have governed this corner of East Germany since reunification in 1990. Two other eastern regions, Saxony and Thuringia, are also choosing new parliaments this autumn and, as in Brandenburg, the AfD is set to make big gains. That is a major problem for the eastern political elite“, I believe that this powerful eastern political elite is part of causing the headline ‘Germany: AfD surge threatened by party disunity‘, they are that scared at present. The gains cannot be stopped not to the degree some elitists are vouching for; the best that they can hope for is derailing them from becoming the majority, which is actually a political war that is allowed. The question becomes will it work?

We are 2-3 weeks away from finding out.

CNN gave us less than 2 days ago: ‘5 of the world’s biggest economies are at risk of recession‘ (at https://edition.cnn.com/2019/08/14/economy/recession-risk-economies/index.html), it is a huge part because the impact matters. Under Mario Draghi and his bond buying program, there are no reserves left, so the impact towards recession is about to get real. The shift in quality of life makes the consumer spending tactic an instant non option.

Yet, it all comes down to the Washington Post who (at https://www.washingtonpost.com/business/2019/08/14/stocks-tank-another-recession-warning-surfaces) gives us: ‘Stocks losses deepen as a key recession warning surfaces‘. It is here that we get: “after a reliable predictor of looming recessions flashed for the first time since the run-up to the 2008 financial crisis. The Dow Jones industrial average fell 800 points, or about 3 percent, and has lost close to 7 percent over the past three weeks. Two of the world’s largest economies, Germany and the United Kingdom, appear to be contracting even as the latter forges ahead with plans to leave the European Union. Growth also has slowed in China, which is in a bitter trade feud with the United States. Meanwhile, Argentina’s stock market fell nearly 50 percent earlier this week after its incumbent president was defeated by a left-wing opponent“. First of all, ‘reliable predictor‘ is not the term I would use, the dangers were clear for well over a year, it was the wrong stage of a trade war, with the Huawei 5G setting that pushed the inevitable date forward by a lot. The entire Huawei stage was a stage of stupidity, and a more dangerous post-recession part than anyone was willing to consider. We might find clarity in the footnote: “But with so many losing confidence in the near-term prospects of the economy and rushing to buy longer-term bonds, the U.S. government now is paying more to attract buyers to its 2-year bond than its 10-year note“, is looking in the wrong direction. It is merely a small symptom at present and direct consequence on risk and not the one that bites. The US is losing its footing on the global mobile market faster and faster. And even as we accept the ‘marketing’ that Huawei gives via Cnet towards 6G, the direct truth is outstanding for a longer time. It links to my own IP that is currently available to Huawei and I want my share of that market, I believe that my part after the fact will be enough to truly make me independent on several fronts. One party found my claim a $ billion market through the investment on $25m post taxation too good to be true, but it is the second wave that takes care of my needs and you gotta give a little to get a little. It is was the ‘denied’ parts of Credit Agricole and the Paris games of 2024 that gave me the final straw I needed to see that I was right all along. In all this verification that I was correct was always the biggest issue for me to deal with, and the recession is making those big business daddies of greed close to desperate, giving me a small push forward. Those people are not willing to walk away from a one billion market at the investment of 2.5%, no bank has ever offered those margins and with the Credit Agricole parts exposed to the smallest extent, I know it will work. It is there that I saw that the IP I designed was never considered by either Google or Huawei, all set to iterative paths to innovation, and the economy shows that nearly all of the other players were looking at the next quarter, whilst the quarter+3 was the game changer. The Olympics gave the option to look at inverted innovation and make it a new innovation, Paris was not the first, but certainly the clearest indicator and whilst we see through Channel News “Huawei Technologies has joined 564 other entities in the Paris Call“, the message is not that there are 565 players, it is that they are all looking in a similar direction whilst the none excavated the gold mine that was right behind them, a first lesson that the classics can inspire towards a new direction. Now that I see their direction I found two other fields that had not been considered to the degree it needed. Saudi Arabia is giving us Neom City, but there is a lack in one direction and now that this can be exploited we see even more options. You only had to be willing to get your hands dirty in the most literal of ways. And all this is pushed even more through the impact of the European economy. A French invention gets a new life after almost 2 centuries and we can see that there is more to be found.

Sergey Brin on Sat. morning

It is what else Harmony OS can do that will push the benefits away from the US and it will hurt Google to the smallest degree (almost inevitable), Google is just too big, but now that the equation changes, it is Google who will be chasing Huawei, so well done Trump dude, you merely made everything worse for America and I will sell to the quickest bidder and the 2.5% approach gives me the edge; the two known entities Ren Zhengfei and Papa Smurf Sergey Brin can make the investment from the small change they have in their pockets and the bait would be just too appealing for them.

Al this was confirmed and accentuated through the US Senate with: “In February, the US Senate Commerce Committee held a hearing titled “Winning the Race to 5G and the Era of Technology Innovation in the United States”, to discuss what policies are required to accelerate the deployment of 5G to keep America “competitive on the international stage”” and whilst we accept the American point of view, they forgot about two elements in the 5G field and the upper echelons of decision makers showed at that point that they were working in a dimmed room without lights, giving additional evidence that they never saw the writing on the wall and now I get to make a new voice and whilst I only am willing to trust Google or Huawei in all this, there can only be one winner and the others are merely a chaser at best, it is the price of iteration over innovation. Even as Microsoft and IBM are in denial of what they are about to lose, they do know and accept their choice. Microsoft is banking on Azure and there the hindrance of Harmony will cause a void, they were ready for Android, yet HarmonyOS is another matter and China is seeing that as another opportunity. It is there where we see the talks of Huawei with the Shanghai Blue Cloud Technology taking an additional turn, and how many players in the Paris games are banking on Azure? How many lose out when they are not ready for the 5G version 2 under HarmonyOS, it will work with Android and Azure, but suddenly we will see some accidental 10% gap (latency) and that is how the game was played and all this before my elements come into play, and they will!

The big business slammers all relying on PowerPoint presentation they are given the elements and when we see the 2023 acceleration and people cannot answer the differences because they never considered looking behind them as well as looking at the corners of their eyes, the blind corners they ignored; now they no longer have one blind spot, they suddenly have three and we get all kinds of concept promises in presentation form, all whilst the data was never that unclear from the very beginning. An issue they claimed that it was being looked at.

So here I am, having to take their shit with the option to sit at the sidelines watching them fight over options because they anticipated without comprehension, sometimes the universe gets to be nice and smile at those having to take their shit. A direct zero day exploit of the applied intent of narcissism on how good a presentation looks, whilst their data never clearly supported it.

My case of exceeding expectations towards customer satisfaction trumped some short sighted ‘Ca$h is king‘ setting, because it works at the grocer, but that part has no bearing when their minimum needs exceed he budget of 80%, it was a simple equation from the very beginning. So when we are now considering the new ‘truth’ where the Washington Post gives us less than an hour ago: ‘Weak global growth likely to mean US slowdown, not recession‘, we merely see wishful thinking in the quote “Yet most analysts expect the U.S. economy to power through the rough patch, at least in the coming months, on the strength of solid consumer spending and a resilient job market. The U.S. stock market plummeted earlier this week when the bond market, spooked by the global turmoil, sent a possible early warning sign of a recession ahead: The yield on the benchmark 10-year Treasury note slipped briefly below 2-year Treasury yields“, the article (at https://www.washingtonpost.com/business/weak-global-growth-likely-to-mean-us-slowdown-not-recession/2019/08/15/1cb8d81a-bfba-11e9-a8b0-7ed8a0d5dc5d_story.html),all whilst we see the clarity of next quarter believes linked to the next Thanksgiving and Christmas, all whilst it is Q2 2020 that makes the tequila slammer which gives the drinker the sledgehammer headache stated it was one that they never saw coming. The entire trade war is taking a new turn and when the people realise on all that the US is missing out on and therefor anyone taking that path will also learn that there is a long term price to pay and it is the markets that Google and Huawei are now staging for that brings the next stage. China has too much to gain, whilst Google will try to retain losses that they will optionally get (reduced growth is clearly a loss). Even as the impact for Google is small, losing one percent is still big news and there one percent adds to a billion plus, whilst their risk to hedge will cost them a mere 1.8% of the optional loss, it is a non-issue.

Guarantee?

There is none, but the option of a new 2% market is worth so much more than that, and it is not open to the iterative industries, innovators only, because it will be about the momentum and there is too much to gain. Consider what the 565 are looking at, whilst I focused on the group that represents up to 445,000,000 SME companies in a new 5G setting. The Olympics are merely the icing on the cake. 2020 Tokyo opens the doors more clearly but the impact is abundantly seen in Qatar 20222 and Paris 2024. And at present I see that they never looked in the places where they could be, merely where they want to be.

In the end it is one of Warren Buffett’s quotes that got me there: “the great moves are usually greeted by yawns“, thanks Warren; you were absolutely right on that part!

 

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It’s fine that fine

I saw he news last week and it was one sentence that made me stop on the spot, but I needed some time to digest it all (and there was news from Iran to contemplate too). Facebook has been fined, the fine (the largest ever at $5,000,000,000) is not the sneer at, but for Facebook it will be business as usual soon thereafter. The amount is nothing more than an Apple building at the edge of the Mojave desert, so it seems little, but that would be the facade that we are offered. The article I initially saw (I forgot the source) stated: “paying fine to stop further investigations“, from my point of view that this would be worth a bundle, I believe that Facebook had been stupid to some degree and super clever in other ways. Let’s face it Mark Zuckerberg is on my level of data knowledge, so he is thinking several iterations ahead of all others and he needs the FTC of his back during the start-up of 5G, whoever is there first has a larger advantage to gain momentum. All my investigations into the dumb smart device shows that, all the data I see optionally coming requires unhindered acceleration and my device was meant to suppress data drag and emphasize on facilitation. Facebook needs this, Google needs this and Huawei has the advantage at present.

The new system when operational will give them (especially with Oak/OS) a 15%-24% advantage and in data terms when we consider that 5G is set to top out at 10 gigabits per second (Gbps), that difference is a lot, it is everything to enable a larger market advantage. Add to this the new devices that offer independence to SME and franchise markets, the stage would push towards smaller independent solution providers, if Google, Apple and Facebook even hesitate for one week the difference will be seen and short thereafter felt as well.

At that point every contract in the new setting will entice 3-5 others to follow as well. It is not word of mouth, it is companies watching their competitors gain advantage and that observed difference is almost exponential against mere word of mouth. And that part will also increase choices.

Yet it is not about what comes next (only partially) it is about what is now. There are two essential parts in the fine. The first is how it was a 3-2 split, with the Republicans all in favour to continue and the Democrats all eager to block. There is a polarising difference there. I am partial on the Republican side, Democrats clearly misrepresented this with the quote: “the dissent of the two Democrats on the commission because they sought stricter limits on the company” (source: NY Times). It is not about stricter limits one the company, it is the fact that the data has grown to dimensionality far beyond what governments have and it is available for purchase (to some degree). The element that we forget with the fine is what the Guardian gives us (at https://www.theguardian.com/technology/2019/jul/12/facebook-fine-ftc-privacy-violations) when we see: “Facebook will now re-examine the ways it handles user data, but the settlement will not restrict the company’s ability to share data with third parties, reports said“, it is to some degree about the ability to share data and how granular that data is set for the upcoming war that the Democrats want to wage. It has direct implications in insurance and healthcare and the Democrats have a system in mind that cannot function when all that data is available for health care scrutiny (one of many issues), yet healthcare is the most visible one. One short thought like on what drinks (alcoholic) you like and you might be seen as a higher risk and as such see your premium rise. Alcohol, tobacco and recreational pharmacy might be the most visible ones, but as the data net grows, we see a more comprehensive flag system that pushes close to 20% out of healthcare soon enough (as premiums go up and up on the risky groups) and it is not that this point is coming soon, this point has already been passed and the moment that data gets out, the ducks come home to roost on a coffin.

As the New York Times gives us the quote: “Last year, the European Union fined Google $5.1 billion for abusing its large market share in the mobile phone industry. More recently, numerous officials and lawmakers around the world have rushed to regulate Facebook” (at https://www.nytimes.com/2019/07/12/technology/facebook-ftc-fine.html), we seemingly all put it on one pile, yet that would be a massive problem and wrong too. In one side (source: the Verge) we get: “Google also made customers sign contracts forbidding them from including rival search engines on their sites alongside Google’s own. In 2009, Google allowed the inclusion of rival search engines as long as Google’s was more prominent. In 2016, around the time the EU announced its case, the company removed these terms altogether“, we can debate the correctness, but we can also accept that Google started this and took the advantage that they engineered, as in most places software cannot be patented, so it had to find another path to gain the advantage it created whilst followers re-engineered whatever Google published as soon as humanly possible. We can call it wrong (or not) but that stage is in place and it links to now and it also links to Facebook. The 5G wave is all about getting there first and at present the FTC was in a place to stop Facebook innovation and paying the fine will give larger gains to Facebook than to let investigative wave after wave continue to slow Facebook down, and when we realise that Facebook is no longer the only player on that level Facebook needed to make a tactical decision.

Still, there is a remaining issue with the Facebook data and how it becomes available and the lack of answers should remain to be a cause for concern. It comes down to the beginning when we got: “The F.T.C.’s investigation was set off by The New York Times and The Observer of London, which uncovered that the social network allowed Cambridge Analytica, a British consulting firm to the Trump campaign, to harvest personal information of its users. The firm used the data to build political profiles about individuals without the consent of Facebook users“, that was merely the tip of the iceberg and those who comprehend Facebook data know this to be true. The issue is not merely how the data is collected; it is what else becomes available and what else is collected. To see this we need to consider the added image.

At present there are some stages where larger contracts give people their advertising over different locations. Yet what happens when you have a complete mobile image on where what is shown? What happens when we see interactions of an advertising and where it actually works and how users react, that is the next stage and the data is ready and to some degree in that setting Facebook is more ready than others, that is the image that pushes us all and the innovation through handed data and as we can see Facebook people either do not care, or have no comprehension of all the data linked to their actions.

I took that data and more into another innovation and pushed it to a new stage, giving the collector even more data, more advertising options and optionally even more data opportunities on a larger scale. It is that shift that is all the difference between a 5% and a 9% market share for companies and now it is no longer local, the data allows for global exposure, so consider that exposure in New Delhi (India) could also expose those in Little Bombay (New Jersey) addressing a similar group at the same time, brand exposure that becomes global changing the entire setting for smaller enterprises at close to similar prices, driving advertisement bidding wars and pushing revenues for those in that area and that is merely the first part of the IP I created. Places like Facebook could get a much larger advantage and transform advantage into momentum pushing that advantage further and faster. It is only for the bigger puppies (Google, Facebook, Huawei) but they all want the largest juiciest bone to gnaw on and that is where the group of innovations push the difference, so in the end $5 billion is chicken feed under what is pushing towards the surface at this very moment, and they all want to nibble on that pie, they merely need to be the first in the game to gain advantage through momentum. As I see it IBM and Microsoft are already out of the game trying to facilitate the systems and the data and to be fair Microsoft Azure does have a larger advantage here, but IBM is not sitting still and we know that Facebook (to a lesser degree) and  Google have systems that work. The playing field is near level and the match is far from over, now with the Huawei push and Oak/OS they have opportunity to gain advantage and they can decide who to allow access to that new system, so even as Google seemingly had the advantage, the Trump trade war took that advantage away from them, so there is a second level war going on and whomever makes the larger deal with Huawei gets the gain, the issue is that Huawei hardware is more advanced and that is their advantage, the Trump trade war stopped innovation towards the US, so as such in a global setting now pushes the advantage to Europe, India and the Middle East. In this the US loses more than it comprehended in advance and it all depends on how they react to the change. It is the error in judgement on 4G and 5G is where the American disadvantage lies. In 4G is was ‘Wherever I am‘, now with 5G it becomes ‘Whenever I want it‘ and for that step the most advanced provider wins , it is not Ericsson, not Nokia, not Telstra, and not Sprint. It is Huawei that can facilitate towards ‘Whenever I want it‘ to a much larger degree at present and that wins the race, but the others are not done yet and there the Facebook data becomes a power player, an optional sledgehammer for those who know how to bash a wall and that is happening now, so when we see: “Facebook and other large tech companies are under an increasingly harsh spotlight in Washington, D.C., including at a “social media summit” at the White House on Thursday in which President Trump repeatedly bashed Silicon Valley as being unfair to conservatives. Facebook wasn’t invited to attend, nor were other tech companies. They have previously said they police their platforms without regard to political ideology“, we see a setting that we accept to some degree, yet those who are all about that “Social Media Summit” seemingly do not comprehend the application of data to the degree they need to and as such they as shooting themselves as well as their economic options in the foot, which is good news for Huawei, not that much for the other players.

I reckon that I will be proven correct within the next 12 months. When the dust settles we will see the first clear winners, I am certain that Tokyo 2020 Summer Olympics shows me to be correct and it will show the first larger winner, at present in this culture of short sighted decisions Google and Huawei will have the largest advantage, but 2 other players are not out of this race yet, so plenty can happen before we see the Olympic flame light the fires and start the Tokyo Summer Olympics.

 

 

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