Tag Archives: bloomberg

March 13, 2026 · 00:11

Keep this in mind

As I was looking at ‘the news’ a few things hit me. The first one was the Guardian (at https://www.theguardian.com/world/2026/mar/11/the-shine-has-been-taken-off-dubai-faces-existential-threat-as-foreigners-flee-conflict) where we see ‘‘The shine has been taken off’: Dubai faces existential threat as foreigners flee conflict’ I have to disagree as I have seen some crypto boys run for their lives, but they don’t amount to anything. The internet (Youtube specifically) is flooding with people enjoying life in Abu Dhabi (Dubai too). So when I read “leaving beach bars, malls and hotels eerily empty” This gives me the mind on how it was a year ago? You see, Islamic nations are in the middle of Ramadan, as such these places are massively empty during the day and I reckon that malls have a similar standing. I wonder what the attempt was by writer Hannah Ellis-Petersen (who claims to be in Dubai). I am not saying that is a lie (or an exaggeration) I am merely asking how the public goes to the places during Ramadan. I guess that some families would avoid Dubai and Abu Dhabi during these settings but to see “They are among the tens of thousands of residents and tourists that have fled Dubai since the US and Israel launched joint strikes on Iran almost two weeks ago.” I get that tourists are not in the ‘appeasing’ setting towards the hostilities of Iran and I get that. As I personally have Abu Dhabi on my bucket list (preferably intact) I still hope to see this place before my corpus delicti kicks the bucket (not the one with the list). It happens some cards fall out of reach, but I still hope that I will see this place, preferably staying at the Warner Brothers hotel and seeing my youthful idol Joker (Batman too). Still, the setting we are given “The Fairmont hotel, located on Dubai’s famed artificial palm tree-shaped island, home to mega-mansions, lavish hotels and upmarket beach clubs, was also dramatically hit.” Yet I also learned a few days ago that it had a mere $550 damage, as such what is this “dramatically hit” the Guardian is talking about? So when we get “I don’t want to be in Dubai any more, there is no business, we are earning nothing since this war, and I don’t see the tourism coming back. A lot of taxi drivers like me, we are thinking to go to a different country now. Everybody knows that Dubai is finished.”” I have no idea what that pussy was that was talking about, but I don’t believe that Dubai is finished. Neither are Abu Dhabi and Sharjah. If my IP works Saudi Arabia and the UAE will have plenty of damage to do to Iran and they should, because they were attacked by Iran. 

As such the setting intensifies and the hollow word from President Trump need to be ignored. As such I was thinking about the mines in the Strait of Hormuz. A thought had come to my mind. You see, there is a setting we ignore, there are different ways of detecting mines. But have lasers been used? You see, there todays lasers are a lot faster and consider the setting:

Now consider that no one looked at mines for the longest of times (as far as I know) and here we see a laser scanning to the bottom of the sea, it will not do so in a mere line. It can use arcs going up and down, the idea is that this is done with GPS and more accurate maps (which already exists) and now that mine shows up ‘brightly’ considering the setting with DML, mapping solutions and powerful computers, I personally feel that this should be a setting of easy. Peasy, chicken easy (I could be wrong). I haven’t worked on disposing, but I reckon the Navies of the world already have a setting here and I feel bad at reinventing the wheel. So this is the setting I currently see. So what is taking the United States nay this long? They had enough time to consider that and as President Trump stated that they have already won, this setting should not exist. 

So then we get to The Hill (at https://thehill.com/business/5779706-iran-qatar-financial-institutions/) where we see ‘Banks evacuate, close offices in Qatar, Dubai after Iran threatens attacks’ which is weird as the war is already won (isn’t it?) So as we get “Several banks urged their employees to evacuate offices in Qatar and the United Arab Emirates on Wednesday as Iran threatens to launch strikes on financial institutions. HSBC has closed all its branches in Qatar until further notice, citing safety precautions in a text message sent to clients, Reuters reported.” We can conclude that the United States hasn’t won anything and now the setting changes, because (as others have stated already) it seems that the United States seemingly cannot protect anyone in the gulf states. As such my other ideas will likely gain speed soon enough. So we get back to the Hill article where we also see “Citigroup and Standard Chartered also told their staff in Dubai to work from home amid the regional conflict, according to a memo reviewed by Reuters. 

Goldman Sachs issued the same warning to employees based at their offices in the Dubai International Financial Centre, Bloomberg reported.” This I can agree with, if it is possible to work from home, that setting might be preferable to many. It kinda sucks if you need to get things done at a bank, but a lot can be done by ATM and the UAE have plenty of those around. And as the Guardian also gives us ‘Iran escalates attacks on infrastructure and transport networks across the Gulf’ (at https://www.theguardian.com/world/2026/mar/11/iran-escalates-attacks-on-infrastructure-and-transport-networks-across-the-gulf) where we see “Iran dramatically escalated its strategy of striking civilian infrastructure and transport networks across the Gulf on Wednesday, attacking commercial ships and targeting Dubai’s international airport as US and Israeli warplanes launched new waves of strikes on the Islamic Republic.” I believe that time has come for the UAE and Saudi Arabia take the fight to Iran, there are 10 major operating oil refineries, take these out and there won’t be any money rolling into Iran any day soon. No matter what others say, they brought the war to the Gulf States and as such there will be a reconning as I personally see it. At least 5 nations were unprovoked under attack. I say two refineries each to quench the feeling of vendetta. There is no after Ramadan, Iran is attacking now, return is required and to honor Ramadan, these nations have sunset to sunrise to make Iran consider the hollow acts they performed on them. Seems fair doesn’t it?

Are there more actions that could be done? Well, my IP takes care of their infrastructure and they could be released on other targets too, but I don’t want to callously attack civilians (I don’t want to be seen as an Iranian), I believe that hurting the infrastructure as I saw it will cause months of delays and it will cost millions to set right and as I took in account land, sea and air. I think I have done my good deed for both Saudi Arabia and the UAE. I am sorry to say that I am not doing that from Abu Dhabi, but we all have our hardships, mine is on Sydney. 

Only 5 hours ago, we get a quote from CBS ‘Trump vows to end war soon as Iran hits ships, threatens banks, and toll on U.S. forces emerges’, which is weird, because he told the PM of the United Kingdom that the war was already won, so something is amiss and I am playing the fool here with intent. You see, to make him show his real colors the Gulf stated merely have to take the 10 refineries out of the equation. I am a devious devil (Lucifer Morningstar told me that himself) and there are at least three little snippet hidden in this story. So whilst CBS gives us “The speed and extent of the damage have so concerned Iran and Lebanon that they sent a request to the United Nations’ cultural agency, UNESCO, this week to add more sites to its enhanced protection list.” I think that this is a bogus act and should be ignored. The setting here is simple as Iran attacks civilian targets in Saudi Arabia, UAE, Iraq, Qatar and a few other places. They should not be able to ask for any protection, they started this they can lose whatever is hit. But that might be the anger speaking in me. So when we consider the CBS story (at https://www.cbsnews.com/live-updates/iran-war-us-israel-strait-of-hormuz-ship-attacks-persian-gulf-drones-missiles/) A setting that could evolve, but as long as Iran keeps on attacking other nations that never allowed for the United States to launch any attacks against Iran, others can attack Iranian targets as much as they can, but that might merely be my view on the matter.

Have a great day you all.

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March 7, 2026 · 12:03

How some see this

That happens, not everyone sees things like me and that is OK. It is the setting of freedom of perspective and as we see that this is not a mere 1-2 people, but a multitude of people, we get a setting where a dozen people give an average view to the settings in the world. Still, some are not on the field and I was introduced to this yesterday (or is that mere hours ago). I saw Arab News giving us ‘UAE, Qatar reject Bloomberg reports on defense capabilities’ and as Bloomberg is behind a paywall, I cannot say what they give us. Yet we see “The UAE and Qatar have rejected Bloomberg’s reporting on their defensive capabilities, describing the claims as inaccurate and misleading. In a statement, the UAE Ministry of Foreign Affairs said the report did not reflect the country’s level of preparedness, technological sophistication or operational readiness. It said the UAE operates diverse, integrated and multi-layered air defense systems capable of countering a full spectrum of aerial threats, including long, medium and short-range systems that provide comprehensive protection of national airspace.” And in this I offer 

Consider that Iran fired 1184 drones into the UAE, this costs Iran on average $29,600,000. The prices of a Shahed drone is set between $20K and $50K, so I set the value at $25K, the UAE caught over 93% before they could do any damage. And as we ‘trust’ some influencers with:

[emotional Influencer] I am here near the Palm Jumeirah where we hear people screaming and we see the flames of a drone impacting the hotel, see the flames in the background. The chaos is still evolving. 

We get the other side:

[deadpan analyst] (this is me) One of the $25,000 drones hit a hotel in Jumeirah Palm, the total damage is set to an estimated $550 dollar, no people were harmed or killed by that drone. As you can see, 100% of the cruise missiles were intercepted and 99% of the ballistic missiles were also destroyed, 2 of the 200 hit the UAE. As far as we can tell, the UAE defence capabilities are top notch. No one can tell me why Iran attacked the UAE as no hostile action were set against Iran. Life in Dubai and Abu Dhabi go on as it always has been, peaceful and now almost relaxed. 

There is a problem with the way that the news is given in regard to the settings of this one sided war against the UAE, as the UAE is still in a stage where there should be talks, Iran keeps on attacking it without provocation. More in later news. 

As I see it, the setting for my idea given (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) called ‘Sinking a dilemma’ is now gaining speed as Iran is closing of the Strait of Hormuz. It seems that my canal is averting that danger and avoiding the strength Iran has in the strait and from there we see the Iranian setting to be diminishing sooner than snow melting in a volcano. Although the canal is not built yet, I have no doubt that it would push UAE economic benefits stronger and larger. 

And the UAE is not alone, Iran has made unprovoked attacks on Qatar, Saudi Arabia, Bahrain, Kuwait, Oman and Iraq and the world is not asking why these holy nations were attacked. As far as I can see, the only ‘valid’ targets for Iran at present are the United States of America and Israel. We could also project that American targets in the gulf states are not valid as these gulf nations have not given the USA any clearance to attack Iran from these bases. 

Some will see this different as Iran is the head of the Axis of evil, but there was never a formal declaration of war, making this a debatable issue and as I see it, the United Nations is not calling back the USA (or Israel) and that might be the weirdest part yet.

So at present, I cannot see how the Bloomberg report would have anything negative to add to this, In America they were unable to stop 3 passenger flights from hitting New York and Washington DC. As such 3 versus 1397 is a very different setting and speculative as I see it Bloomberg needs to apologise to both Qatar and the UAE, but that would merely be me. So as we contemplate the level of preparedness and technological sophistication of the UAE, it is seemingly top notch.

Have a great day and if you are in the Dubai Mall enjoy a lovely coffee, or perhaps a Street ice cream. It apparently is warm enough to enjoy some ice cream. It will be nice and sunny there in less than 12 hours. 

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February 7, 2026 · 09:59

One topples the other

That is at times the setting. It is basically defined under ‘the cost of doing business’ and at times companies big and small go under from that overset risk. It is of course due to the pussies overhang nations that they made all this ‘tax deductible’ and as such governments and its citizens  pay the price in the end. So as we see seeking Alpha giving us ‘Microsoft: An OpenAI Problem’ (at https://seekingalpha.com/article/4867091-microsoft-an-openai-problem-rating-upgrade) a few settings with in the first place “First, given that 45% of RPO comes from OpenAI, MSFT stock is now a beta around the pessimism that surrounds this startup, especially in the last week”, as well as “the market is throwing the baby out with the bathwater. Microsoft is part of the software infrastructure industry, which is dragging down tech” which all seems to make sense, but in that same setting what does set the matter separate is “I don’t think Microsoft will write down its RPO due to OpenAI not being able to pay in the future, but I’m mindful shares could remain under pressure in the near term” and here I am considering the larger stage of “due to OpenAI not being able to pay in the future”. A setting that too many are overlooking. The ‘AI’ baby of all greed driven entities are not looking at what is holding up this figment value. It lost against Google’s Gemini and I understand and I also herald the setting that a lost battle is not a lost war, but too many are ignoring this fact because they are seemingly going all in and bad news is seemingly being filtered away. And in the second we see Seeking Alpha giving us “I think Microsoft has two main problems right now. One of them is called OpenAI (OPENAI). The sentiment around Sam Altman’s firm is anything but positive, and in this piece, I will discuss the key issue that is pressuring the most important startup in the world. The other factor is the selloff in software. Microsoft is part of the software infrastructure industry, and the risk-off move among investors is way too strong.” And why do I think that?

Because these vultures are feeding Oracle to the wolf wannabe’s and to the turmoil of the greedy driven capitalist waves of whatever floats their boat, whilst Oracle is the one stage that is the most  stable at present. Now that the game is close to up for some, now we see that Microsoft is having a problem all whilst no one is clearly digging into the settings of OpenAI as well as the settings that processors and even energy cycles should be having. These facts are casually thrown aside and there is something massively wrong with the stage we see here.

And as we are given (by Seeking Alpha) that “Aside from one point. RPO was up 110%, totaling over half a trillion dollars ($625B to be precise). While any company would have jumped double digits following this announcement, the fact that 45% of that RPO is attributed to OpenAI makes the quality of the backlog questionable (in my modest view)” because what ROI is OpenAI actually giving its shareholders? Where is the profit? It is not there and it will not be there for at least 5 years (a number voiced by some). As such the equation doesn’t seem to hold, but the investors went all in on this and they are playing some kind of poker (where you increase the investment doubling again and again until the pay off comes, I am not into poker) and that is the problem. So what is RPO here? Remaining Performance Obligation or Recovery Point Objective and in the second question setting, we wonder where that the Remaining Performance at the Recovery Point exactly is? You see, at no point in this article we see ROI (Return on Investment) and why not? Is the story that this is 5 years pending too hard to sell?

So, as I see it, it is 2008 al over again but the impact will be much harder, the economy does not have the resilience to go through that again and the US Administration is throwing a dozen sabot’s in that engine, as such the impact will be a lot harder and I spoke of that almost 6 months ago (not sure where) and as we look into this we see no answers and isn’t that weird? The players who are all about ROI and revenue forgoing that setting? So where are Sam Altman, OpenAI and Return on Investment? Even Bloomberg is telling its readers that ‘Microsoft’s Deal With OpenAI Now Viewed as a Risk, Not Reward’, so where are all these Bloomberg wannabe’s? It seems that the stakeholders are filtering out what some need to know right of the bat and that seems not to be coming (at present). In addition to all this Seeking Alpha gives us “The pressure on margins due to the buildout should have been priced in since October 2023! I think it is pretty much mainstream (ask your cab driver next time, for real) that the hike in depreciation is a natural effect of the AI buildout. However, and this is the main risk to being bullish right now, I don’t think the market is willing to recognize this fact. I think the market wants to see a return on the AI data center buildout, and any deterioration in earnings (both revenue growth and margins) is used as an excuse to head for the exit. This remains the largest risk, as Q3 will see a deterioration in Q3 gross margins (per management guidance).” Personally I see that Microsoft should survive this, but to what extent? I want to be clear here, because I have given an anti-Microsoft view before (they deserved this), but here I am out of my depth because I do not have an economic degree. But the people at Seeking Alpha did (a speculative expectation) and the stage of “pressure on margins due to the buildout should have been priced in since October 2023” is something that we haven’t seen, did we? At least I never did (mainly because I do not care) but the people who did, did they see that?

The entire setting smells like yesterday’s diaper (see: Baby Herman) and no one seems to be catching on that something doesn’t feel right. So will the investors claim foul play when they lose their investment? Will the stakeholders be held against the light? All valid questions and I am certain that no answer will follow by anyone who has the valid jurisprudence title and now that the Federal Reserve is no longer hands of Jerome Powell, it will be anyones guess what comes from that corner.

Have a great day today.

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December 18, 2025 · 23:58

The wrong focus

Two messages passed me by today. The first one was given to us by CNBC (at https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2025/12/17/oracle-stock-blue-owl-michigan-data-center.html) with the headline ‘Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center’ and I wonder why the headline wasn’t ‘Blue Owl Capital pulls out of funding $10 billion data center’ with the optional added “the project remains “on schedule” but that Blue Owl was out of funding talks.” And as we see “Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.” And when we see “the plans fell through due to concerns about Oracle’s rising debt levels and extensive artificial intelligence spending, the FT reported, citing people familiar with the matter. This comes as some investors raise red flags about the funding behind the rush to build ever more data centers. The concern is that some hyperscalers are turning to private equity markets rather than funding the buildings themselves, and entering into lease agreements that could prove risky.” I am wondering why the focus is Oracle and not Blue Owl Capital. Even as others give us ‘Blue Owl Capital (OWL) Is Down 7.1% After Liquidity And BDC-Merger Lawsuits Surface – What’s Changed’ (at https://simplywall.st/stocks/us/diversified-financials/nyse-owl/blue-owl-capital/news/blue-owl-capital-owl-is-down-71-after-liquidity-and-bdc-merg/amp) with “Blue Owl Capital has faced multiple securities class action lawsuits alleging that it misled investors about liquidity pressures tied to redemptions and the planned merger of its business development companies, following weaker-than-expected third-quarter 2025 results and contentious merger terms for OBDC II shareholders.” As well as “Beyond the legal claims, the controversy has highlighted how liquidity constraints, redemption limits, and potential valuation “haircuts” inside key private credit vehicles can affect confidence in Blue Owl’s broader fee-based asset management model.” So the setting could be “Oracle dips because Capital Asset Management cannot get their settings right” it is a speculative statement, but it does hold water in light of what we are shown, so why CNBC focusses on Oracle and not on Blue Owl Capital is beyond me. Is it because kicking a true innovator is more sexy than a Capital Asset Management player? I feel slightly protective of real innovators and as far as I can tell Oracle has been a power for innovation for over 45 years (yes I am that old).

So when we see “Blue Owl Capital’s narrative projects $4.2 billion revenue and $5.1 billion earnings by 2028. This requires 17.5% yearly revenue growth and about a $5.0 billion earnings increase from $75.4 million today.” And there is the real culprit, players like Blue Owl need to make money and the entire setting for what they call ‘AI’ will not show revenue for over 2 years and that is what is hampering these players (as I personally see it).

So when we see “The person added that Blue Owl was also concerned that local politics in Michigan would cause construction delays. Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks.” I reckon that Blue Owl will move out of at least one other project, as such some players need to step up and it goes without saying that these ‘money makers’ will see stretch marks in their projected revenue womb and it will be a nasty setting for those that are relying on profit per quarter and that was the setting I foresaw almost a year ago and a setting that will bare scrutiny because there are trillions invested and some makers of money will start to realise that as they aren’t making enough money for their shareholders, they will become nervous and as I see it, Google has the inside track now and those relying on OpenAI and Sam Altman will start to see their revenue falter, it is no longer a one player game and that is before we consider where Huawei is going in all this. 

The second article ‘Amazon Set to Waste $10 Billion on OpenAI’ (at https://247wallst.com/technology-3/2025/12/17/amazon-set-to-waste-10-billion-on-openai/) the question becomes. Is it really wasted? We see the first setting “OpenAI, which until recently has been the leading artificial intelligence (AI) company in the world, has raised money from a long list of investors. Some are venture capitalists who are simply writing checks to get returns. However, another list consists of money or strategic deals with Microsoft, Oracle, Softbank, Nvidia, and, soon, Disney.” This part raises a question “Some are venture capitalists who are simply writing checks to get returns” the question is part of a timeline. When they get the money is another part of this equation and time is  the factor that holds these money loving parties in check, or not as the timeline shifts towards 2028/2029. So as we consider “Bloomberg reports, “OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp.” Amazon is a tiny player in the AI chip business. Nvidia Corp. (NASDAQ: NVDA) dominates, with a market cap of $4.33 trillion, which makes it the most valuable company in the world. Put plainly, the Amazon deal is part of the dangerous “round tripping” that goes on in the industry. One company invests in another. The company that gets the investment uses the money to buy products or services from the investor.” I see something else. Whilst we get that $4.33 trillion is an important part, the larger setting is becoming “Amazon deal is part of the dangerous “round tripping” that goes on in the industry” this implies that “a company selling “an unused asset to another company, while at the same time agreeing to buy back the same or similar assets at about the same price.”” I see it as double dipping, so we have now (apparently ) arrived to the point where the double dipping is greedily seen on 10 billion, whist the invested setting is over 900 times larger. I personally see that as a new venue towards the bottom of the creamy barrel that everyone wants to dip their wallet in, the setting is spend and the money is gone (or at least locked into a set stage of non-revenue) and that is the second setting I see breaking the economic settings apart in 2026, because this will erupt into something a lot less nice long before we reach 2027 and that is close to 2 years ahead of incoming revenue. Do you still think I am boasting? This is not a boast. It is disappointment, because that setting was clear to me almost a year ago when I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) So I saw this coming a mile away and the others were in the dark? I am not that intelligent, I am pretty clever sop these high paid economists should have see this long before me, or were they hoping that THIS time they could outsmart others? Greed is a vicious circle and will only propagate further greed a game without winners and all who play it lose, or they sell others down the river to get their goods. So how did that end in 2008? The movie Inside Job has a few markers, but who ended the game with a full purse tended to be awfully little and they wasted trillions on that idea and now we get a setting more intense and with more money at play all whilst the previous setting is still hurting a lot of people. Now, the impact will be a lot more dangerous with too many people relying on the setting others give whilst not giving them the full story. How does that usually go over?

A stage that could sink America as I see it, but perhaps I am just a radical depressed individual. Have a great day you all. My Friday begins in less than 5 minutes.

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December 8, 2025 · 22:58

A Peter Sellers world

That is what hit me when I saw ‘How I Learned to Stop Worrying and Love the Bubble’ (source: Bloomberg) which comes from Dr Strangelove where we get “How I Learned to Stop Worrying and Love the Bomb” it started a larger set of thoughts. 

I didn’t use that article as Bloomberg uses a paywall. And it starts with yesterdays article in FXLeaders (at https://www.fxleaders.com/news/2025/12/07/oracles-ai-bubble-bursts-peak-glory-at-345-now-a-217-hangover/) where we see ‘Oracle’s AI Bubble Bursts: Peak Glory at $345, Now a $217 Hangover’ we are given “ORCL ended the week at $217.58, up 1.52 percent, but it still had a 37 percent hangover from its 52-week high of $345.72. This is a microcosm of growing concerns about debt loads, AI infrastructure spending, and whether the “infinite demand” narrative for AI compute can withstand real-world economics.” As well as “Oracle’s recent decline in stock value reflects broader market concerns regarding the high valuations of AI-related companies, as its forward price-to-earnings (P/E) ratio exceeds 33. The company projects revenues of $166 billion from cloud infrastructure and $20 billion. Investors adopted a “sell the news” mentality, raising questions about the sustainability of these forecasts. Oracle’s fundamentals remain solid. The company experienced  52% growth in cloud infrastructure and has $455 billion in remaining performance obligations (RPO), largely due to its partnership with OpenAI. Currently, the stock is trading at 13.9 times projected earnings for the end of this decade, leading some investors to view the decline as a potential buying opportunity.”

As I see it Oracle passed their burst bubble setting. And whilst we see ups and downs, I would unreservedly trust the Oracle stock to be a beacon of steadiness. It might not be sexy, but it is a trustworthy sign for those who need a decent return on investment.

Or as Peter sellers would say:
“As long as the roots are not severed, all is well. And all will be well in the garden. Yes! There will be growth in the spring!” (Source: Being there) it was a better time and weirdly enough the age of Peter Sellers applies to the days that 2025 brings. And from that setting we get to MyNews (at https://sc.mp/ihj4g) where we see ‘Why 2026 will be the year AI hype collides with reality’ an opinion piece that gives me “The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals” but the stronger setting is given with “Speculative assumptions guiding trillions of US dollars in AI investments are colliding with real-world obstacles. Escalating costs, stratospheric stock valuations, tenuous collaborations and energy bottlenecks are compounding the inevitable challenges when new technologies struggle for profitability. Many are worried the bubble may be bursting. Morgan Stanley projects that the cumulative amount spent worldwide on data centers could exceed US$3 trillion by year-end 2028. China’s AI investment could hit 700 billion yuan (US$99 billion) this year, 48 per cent more than last year, according to Bank of America, with the government supplying US$56 billion.” There is a setting for both ‘AI investments are colliding with real-world obstacles’ and ‘worldwide on data centers could exceed US$3 trillion by year-end 2028’ the weird feeling I have that it will not get this far, this entire setting will implode before the end of 2027, investors will stop feeling lovingly towards the boom that is not coming and will start feeling pressured that the terms required that will grow erratic setting for the need for greed and that is the setting that comes along long before 2027 is reached. 

Then we get to AOL who gives us (at https://www.aol.com/finance/goldman-sachs-issues-warning-ai-103249744.html) where we are given ‘Goldman Sachs issues a warning to AI stock investors’ where we are given ““Our discussions with investors and recent equity performance reveal limited appetite for companies with potential AI-enabled revenues as investors grapple with whether AI is a threat or opportunity for many companies. While we expect the AI trade will eventually transition to Phase 3, investors will likely require evidence of a tangible impact on near-term earnings to embrace these stocks. Unlike Phase 2, there will likely be winners and losers within Phase 3,” Goldman Sachs US equity strategist Ryan Hammond wrote in a new note on Friday. Hammond thinks AI investment as a percentage of capital expenditures could be nearing a climax. In turn, that sets the stage for overly upbeat AI investors to be let down if earnings don’t come in strongly in future quarters.” As I see it, when we are given these settings everyone seems to get concerned, so when we get in addition “Salesforce (CRM) and Figma (FIG) got drilled on Thursday after their earnings reports didn’t wow. It’s clear that the hype on their earnings calls wasn’t enough to paper over soft areas of the earnings reports. Growing concern on the Street centers around the pace of AI demand by corporations, given what looks to be a slowing US economy.” As I stated this before, the need for greed overwhelmed everything. When the setting of NIP (Near Intelligent Parsing) is not clearly laid out and it is caught in the waves of board of directors and Investors believing that they have the AI solution everyone is looking for you gets a larger setting, consider that and consider what happens when OpenAI “fails to wow” the investors, or even a delay and it all comes to a large shutdown and that is even before we see 9 News giving us “A Sydney data centre that will host ChatGPT is being hailed as a win for Australia, but an expert warns the country lacks the energy supply needed to power it reliably” I gave a few months ago that there would be an energy problem on numerous levels and now we are seeing that whilst we are dealing with the the fallout of other settings. And less than an hour ago Deutsche Welle gives us ‘Google raises AI stakes as OpenAI struggles to stay on top’  with “Given those strengths, Adrian Cox sees “a very high probability” Google will have the leading model at least into next year — not OpenAI. OpenAI’s priority, he says, is identifying a business model capable of funding a user base that could soon approach a billion people per week.” This is not about OpenAI, I did that already, the larger frame is set in the perception of whatever the bubble is and I believe that there are two factors that the media doesn’t want or is avoiding to include. First there are the doom sayers trying to early burst confidence in favor of short gains and then there are people trying to short on whatever they can so that they can get another jolt of profit and they are all out trying to set social media on their side. 

So if this is the prologue of what is about to unfold we are in for a jolly good time, and as I see it, there is a chance that Christmas for some will be a disaster.

I wanted to include more of Peter sellers, like the Party or the Pink Panther but I am running out of juice. But there was one more thing and I got it from the Independent about an hour ago. It states ‘OpenAI rushes out new AI model in ‘code red’ response to fears about Google’ (at https://ca.news.yahoo.com/openai-rushes-ai-model-code-105822611.html) that was the snippet I was hoping for. With “The ChatGPT creator will unveil GPT-5.2 this week, The Verge reported, after OpenAI CEO Sam Altman declared a “code red” situation following the launch of Google Gemini 3 last month. Google’s latest AI model surpassed ChatGPT in several benchmark tests, including abstract and visual reasoning, as well as advanced knowledge across scientific disciplines.” But that comes in a setting, you see, I stated in ‘TBD CEO OpenAI’ two days ago (at https://lawlordtobe.com/2025/12/06/tbd-ceo-openai/) “in a software release any of a hundred things can go wrong and they all need to go right at present.” And when things are rushed out things will go wrong. But there is a snag, for this to happen The Independent article had to be correct and as they are the only one giving us this, there is no real verification available. But when you are in a stage when bubbles go boom (or plop) all the available facts become important. And I massively wish that a Peter sellers setting would help me out. And perhaps in view of this, his classic phrase “It’s no matter. When you’ve seen one Stradivarius, you’ve seen them all.” Especially when looking at NIP software. But that is also the snag. I have seen excellent applications and I have seen lesser ones. I reckon that it amounts to who plays the violin, if it is a creative person that person will find new life in whatever that person. applies NIP to, if it is a salesperson it will be about maximizing greed and that setting tends to have limitations on several degrees. In addition we are given “The new model was originally scheduled to launch in late December, but will now be released as early as 9 December.” I understand the pressures that come with this but they better understand that early launch bring dangers and investors don’t really like to be spooked (they also don’t like them) What we see is open to interpretation and it is a valid thought that my views are also open to interpretation. 

So in this I leave you all with a presenting view not unlike Peter sellers would say “To see me as a person on screen would be one of the dullest experiences you could ever wish to experience” and 

As you I have never been in a movie (at least I don’t remember being in one) you are spared that dull experience. So have a great day and don’t forget to love the bubble (if you haven’t invested your wealth there).

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December 2, 2025 · 18:09

Aftermath

That is a setting I never really contemplated, but the Guardian did and they did a terrific job, they even had a reference to the 49’ers, which will make Jeremy Renner happy. The article ‘The question isn’t whether the AI bubble will burst – but what the fallout will be’ by Eduardo Porter (at https://www.theguardian.com/technology/2025/dec/01/ai-bubble-us-economy) hands us a few sides, a few I never considered as I was looking at the techno stuff, but here we see: “300,000 people flocked there from 1848 to 1855, from as far away as the Ottoman Empire. Prospectors massacred Indigenous people to take the gold from their lands in the Sierra Nevada mountains. And they boosted the economies of nearby states and faraway countries from whence they bought their supplies.” 

Which gives root to the expression 49’er and it continues giving us “Gold provided the motivation for California – a former Mexican territory then controlled by the US military – to become a state with laws of its own. And yet, few “49ers” as prospectors were known, struck it rich. It was the merchants selling prospectors food and shovels who made the money. One, a Bavarian immigrant named Levi Strauss who sold denim overalls to the gold bugs passing through San Francisco, may be the most remembered figure of his day.” 

And then we get the first sliver “How else to explain Nvidia’s stock price, which more than doubled from April to November, based entirely on the expectation, nay hope, that AI will produce a super-intelligence that can do everything humans do but better. Nvidia – like Levi Strauss back in the day – is at least selling something: computer chips. The valuations of many of the other AI plays – like Open AI or Anthropic – are based largely on the dream.” 

But there is a missing cog, this technology needs dat storage and that is where I saw the failing of others and the failings of those overlooking data technologies. Oracle is intrinsically connected to that, Azure needs it, Snowflake prefers it and pretty much every data vendor is connecting to Oracle to get it all done in the background, and that is the sliver. Oracle is intrinsically connected to it all and it is the tamer of the data beast or better stated the data demon. As Oracle brings out tools and optionally data settings within their AI storage settings to handle validation and verification, all others will need to adhere better and deeper to the Oracle foundation to even survive. Pretty much all the sources that see the dangers of what some call AI and is clearly nothing better than a DML/LLM engine will see that these two elements are essential to get the LLM engine to do anything that matters and that is where the bonus of Oracle currently resides (as I presumptuously see it) To show this, I will take you back to 1984

User comments

See here, this is what chess computer’s looked like. You press the chess piece you want to move and you push the square where it lands. That is the foundation of the chess computer. In the ‘underground’ of that chessboard are (figuratively speaking) two chips. One had the knowledge of chess, the second chip (mainly memory) has every chess match known to mankind (basically all games all grandmasters have ever played), the program sees what moves are made and that setting is translated to a ‘position base’ and it will look at all the matches who it can foresee what moves are coming. This is great for the player, as it now needs to make an illogical move to throw over the thinking of the computer and make it their bitch. This was pretty much the fist stage of Machine Learning and as todays computers are more clever, there resolution is no way better, It can only set foundation of what it learned, that is the simplicity of knowing that AI doesn’t yet exist.

So back to the story “As I pointed out in my last column about AI, Gita Gopinath, former chief economist of the International Monetary Fund, calculated that a stock market crash equivalent to that which ended the dot-com boom would erase some $20tn in American household wealth and another $15tn abroad, enough to strangle consumer spending and induce a recession.” And I have no way of knowing that setting, but as I see it, like Levi Strauss and the makers of bubbles (like in image one) someone has to supply the soap water and more important the jeans to not put once ass out to frolic and in that second setting Oracle comes in and even as I see the ‘panic drivers, saying that Oracle is dangerous’, there is another setting. Whatever comes out of this, whatever survives, most only survives on Oracle solutions. And that is what is left unspoken. Should Oracle add the Validation and Verification tables, they will be the only one raking in the gold when True AI comes, because it is not merely the missing part I discussed earlier, someone needs to set the record straight on what is optionally to be trusted and that is where Oracle sets the mark.

Which leads to “AI could produce a similar landscape. A critical determinant is how much debt is at stake. It wouldn’t be such a problem if the bubble were financed largely from the cash pile of Alphabet and Amazon, Microsoft and Facebook. They might lose their shirt, but who cares. The worrying bit is that it seems they are increasingly relying on borrowing, which means the prospect of a bursting bubble would again put the financial system at risk.” These systems are using the data as currency, as I see it, Oracle is putting its technology up for usage and that is a pretty safe way to do this. This is whyI have faith in Oracle, that is why I see Oracle as the one surviving the goldfish like a champion, because they are doing what Levi Strauss did. These data vendors are relying on data to clothe them, but if that data is not properly managed, they end up having nothing. Yes, Microsoft will survive, but at a level that is likely 2 trillion lower than it is now. And that is mainly because it wanted to be on top of things and they got (I think it was) 24% of OpenAI, but as that bursts, Sam Altman will have even less than I have now (and I am ridiculously poor) and that cargo train of debt will hit Microsoft square in the face, Oracle will get some damage, but not nearly as much and the world will need their data solutions. Why do you think everyone wants to connect to Oracle? It is the Rolls Royce of data collecting and data storage. And that is perhaps the only issue with that article, there is zero mention of Oracle.

So as we get “Big Tech has raised nearly $250bn in debt so far this year, according to Bloomberg, a record. Analysts at Morgan Stanley suggest that debt will be needed to fill a $1.5tn funding gap to ramp up spending on data centers and hardware. Problematically, it is getting hard to follow the money, as Nvidia, Open AI and others in the ecosystem buy into each other, clouding who, in the end, will be left holding the bag.” And there is one think wrong with this. Stargate is said to be $500bn, so there is a gap in all this and I reckon that the damage will be significantly worse, that is beside the small non mentioned fact that America at present has 5,427 data centers, how many of them and to what degree are they all set to ‘their version of AI’? So what is set in what some call Blue Owl solutions (like Meta) and what happens when those solutions ‘bubble out’ (collapse might be a better phrase) so when that happens, how much damage will that bring, because as I see it (not wearing glasses) the $1.5tn funding gap won’t even be close what is required. But that is just me speculating, so feel free to (I insist) that you get your own verifiable numbers. I reckon that between now and 2029 the return of a backlogged $4 trillion return on investment is required. So taking “a banks perspective”, an inaccurately amount of $292,500,000,000 in revenue needs to be shown for that bubble not to come and that is out of the question, but the setting that Eduardo Porter gives us, is what comes next and he gives it to us as “the Superhuman – can only come about by dropping LLMs – which are essentially massive correlation engines – and switching to something else called a world model architecture, where machines develop a “mental” model of the outside world.” It is a nice sentiment, but I do not completely agree with that. Correlation engines have their use and there is use in a DML/LLM setting, but identify it as such, not claim ‘AI does it’. Because it won’t and it can’t, but there are options in Oracle to upgrade the data you have and that is instrumental in surviving this bubble burst. And I have seen the folly in several places and that might set a better station down the road, because when true AI cones, it still needs data and if that data was managed, validated and verified in Oracle (preferably), half the war of that solution bringer is solved. 

So I need a different hobby, slapping Microsoft and AI evangelists is nice, almost a public service but I need a new idea for gaming IP, because that makes me happy and I like feeling happy. So whilst some think that “Nvidia, Open AI and others in the ecosystem buy into each other” is the hard core evil stuff (and it might be) there is a setting it reminds me of, it was in the 90’s and these ‘consultants’ were all into the need of funny money in the form of assignments, the issue was that when they had to show results they immediately took another job and took their ‘knowhow’ to greener shores and all the time this happened the shores were all becoming less and less green. This has the flair of that setting and to some degree the feel. 

I might be wrong on that last part, but that is what I feel on this, especially as the big players are buying into each others solution and handing each other pieces of paper that in the end has as much value as a roll off toilet paper.

It might not be eloquently phrased, but there is a time for that and this is not it, as speculated shit is about to hit the walls and if you are lucky it happens after Christmas (that is almost certain) but in the end, the invoice is due and that is where the CFO’s will show that as they embraced the Blue Owl solution, their company is saved. I would depend on and side with whatever Oracle has, it is not based on facts, it is a feeling and that feeling is strong at present. And in support I see (9 minutes ago) ‘Ooredoo Qatar announces strategic partnership with Oracle to deploy Oracle Alloy sovereign cloud and AI platform’, they didn’t go towards Microsoft, AWS of a few other settings, they trust Oracle and that is what plenty of others need to do.

Have a great day, I am now 8 hours from midweek, not a bad deal for me today and as the sun is shining brightly, I might hide in a winterly Hogsmeade whilst playing Hogwarts Legacy. Gaming is not a bad hobby to have in this case. Because the bubble is out of my control and I am happy to watch it all explode a day later (of whenever that is), most of the garnish news has been drowned out by real news at that point.

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August 15, 2025 · 18:08

Walking back needs

I was in a rush to find another topic to look at and no sooner was it said when my brain told me to look behind me and no sooner was it done when I noticed a Bloomberg article 

This sounds odd (and correct) as the Houston Business Journal gives us a little less than 18 hour ago ‘Texans face potential electricity price surge as power demand skyrockets’, it is odd as I noticed that term was a setting a mere 2-3 years ago. I gave the setting towards an IP idea I had. It was clear that this setting would be needed in Dubai, London and a few other places. I gave the Texan setting of Austin as a reference. As such I gave the idea that a few people should talk to Elon Musk as he is sitting on a trillion dollar idea and it would be needed all over the world. So, as some ‘now’ see that there is a larger problem, which I illustrated in ‘Is it a public service’ on November 16th 2024 (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) where I clearly stated that the energy is mission for a lot of this. We get the setting three months later in Bloomberg and now we get the Houston Business Journal giving us “With new data center developments, population growth and the electrification of oil fields, power demand growth is tightening the electricity market. Here’s what experts predict for the coming years.” As well as “With a rise in data center developments, population growth, and the electrification of oilfields, power demand growth is tightening the electricity market.” The latter part is a little hilarious. A setting that could be construed as the headline for the new comedy capers. What makes it a lot harder is the need Bloomberg gave us (and me months before that) that as I see it, corporate America has to foot that bill as the Data Centre needs will be required to get filled from day one, and as I see it the people of Texas need to pay ZERO. I do like the idea that corporate America will decrease the cost of living for Americans, especially when they are ‘required’ to remain carbon zero and 30 nuclear reactors are not the way to go. And this is given a lot more urgency as Americans are faced with the needs to make more electricity and the timelines to not align, especially in light of the news by Houston Business Journal given less than 24 hours ago. The other setting is that nuclear reactors require time and experience to build. As I see it, the Need for at least 3 GEN3+ reactors require at least 5 years and that is setting the reactors close to Houston and Austin. The third one should be right next to the data centre that Texas is handed. Oh, and these reactors need to be started within the next 3 months. So, when were these plans approved that fast? If not, there is little reason for a data centre when the electricity is apparently missing. 

The fact that the American people (the HBJ too) were apparently missing this information whilst I using a simple slide ruler (classic model shown below)

Got there in mere seconds almost a year ago, and I was courteous enough to write about it. So there is that to consider. Funny enough America has the solution employing the solutions by Elon Musk. I advice then to act, before the UAE (and Saudi Arabia) asks for all the batteries that Elon has in stock. That is one idea, there are more ideas and they are out there. Yet the settings are now given by the HBJ and will set Texas on a stampede for solutions I reckon no later than coming Monday. 

So when it does come, I would advice some people to walk back the needs of energy requirements and see where that leads them. The funny part is that this was a given BEFORE the Stargate project was on everyones retinas. Even as I gave my setting BEFORE Stargate, the setting becomes on why this wasn’t clearly given as project Stargate was drawn up? As we see the answers, more questions are shown on our eyes and this is the mere start of this. At present there are two operational nuclear power plants: Comanche Peak Nuclear Power Plant and the South Texas Project. Each plant has two reactors, and together they provide about 10% of the state’s electricity. So when we see this, we might understand the crazy presentation on AI and the setting of available energy. So when I gave my feelings on the three reactors, we see a much larger need, but is that a given? I know that I can be wrong, even if I am proven right months later. Causality does not mean proven effect, that requires a whole different setting of statistics and proof leading to this. 

So feel free to doubt me, but there are the stories and there are the newscasts and the data that nuclear reactors require time is pretty much a given. So feel free to doubt it all, I don’t mind. Just consider the setting that the Data centers require energy and who do you want that energy to get? Your fridge and microwave or an AI data center whilst we know that AI isn’t real. I leave it up to you.

Have a great day and feel free to look around you. The data is all around us all.

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April 28, 2025 · 12:09

Is it reality?

That is the question I am faced with as I saw the article at CBC which I cannot continue as CBC screwed up its site giving us advertisements every inch of the article, as such Brodie Fenlon clean up your freaking site, and fire the idiot responsible for this. Yet the BBC came to the rescue and gives us (at https://www.bbc.com/news/articles/cx2v37z333lo) ‘Trump deep sea mining order violates law, China says’ in earnest, that article is three days old and I preferred the CBC article as it shows a little more clearly how desperate America has become for funds. I reckon that the interest on 36 trillion of debt is gnawing on the bones of America, more prevalent that gnawing has gone beyond the bones as it is starting on the bowels of America. The BBC article gives us “Donald Trump has signed a controversial executive order aimed at stepping up deep-sea mining within US and in international waters. The move to allow exploration outside its national waters has been met by condemnation from China which said it “violates” international law.” I tend to agree with China, but merely as it allows a setting where the desperate poor countries who cannot counter America and these nations are left with baubles. A setting they learned from the slave traders around 1768. You have to hand it to trump. He is giving the old scriptures a chance to prove themselves. The issue I partially have a problem with is “The administration estimates that deep-sea mining could boost the country’s GDP by $300bn (£225bn) over 10 years and create 100,000 jobs”, in the first there is no clear setting for the $300,000,000,000 revenue. If they ‘mine’ in a few wrong sports, the price if mining and the revenue of staff will cost them an easy $50,000,000,000 which implies a lost revenue base of 16%, the second part is that these jobs are mostly given to people they just evicted. Only the higher levels will get a nice dime, the rest will be done by Americans who didn’t want the job anyway and that breeds errors and often mistakes. A non-committed employee screws up the daily routine a lot more than you are happy with and that will be dozens of people. The part that I never gave the right attention is seen in ““The harm caused by deep-sea mining isn’t restricted to the ocean floor: it will impact the entire water column, top to bottom, and everyone and everything relying on it,” he added in a statement released on Friday.” The he in that quote is Jeff Watters of Ocean Conservancy, a US-based environmental group. The fact that Jeff merely got one quote implies that he has a whole lot more to say and I wonder if we will ever see that part of the equation. The larger setting is that America is now ready to start bullying its way through international waters. So what will they call those who want to intervene on their waters (or too close to it), will they suddenly be branded pirates? A larger setting that America has lost the plot and I warned for this a decade ago. Deal with your debt unless it deals with you and that seemingly seems to be happening now. It also opens a new setting. These little nations will now be ready to side with China, which is another headache for America. And that setting will give China (as a protector or these nations) an options to scuttle these miners. So $300 billion largely lost and American lives lost (at present no one cares about those). Now we get the added cost of these mining platforms and as such America gets into deeper waters. 

So the end of the BBC article gives us “A recent paper published by the Natural History Museum and the National Oceanography Centre looked at the long term impacts of deep sea mining from a test carried out in the 1970s. It concluded that some sediment-dwelling creatures were able to recolonise the site and recover from the test, but larger animals appeared not to have returned.

The scientists concluded this could have been because there were no more nodules for them to live on. The polymetallic nodules where the minerals are found take millions of years to form and therefore cannot easily be replaced.” As such we have a (non proven) stage for the desperation of Americans. This was shown half a century ago. And the fact that America is willing to ignore “larger animals appeared not to have returned” as well as “polymetallic nodules where the minerals are found take millions of years to form and therefore cannot easily be replaced”. As I personally see it, to ignore these two facts implies that America doesn’t care (or cares less) about marine life and that it will act like a carrion eater in regards to the ocean floor and take now what needs millions of years to form whispers (to me) that America is decently beyond broke and it falls to President Trump to default the larger part of 36 trillion of debt. I’m pretty sure that I made mention of that chance in the past and as I am likely proven right yet again, the question becomes why didn’t economics signal clear levels of dangers? The news now, as the Times writer (and American economist) Irwin Stelzer gives us that the economy of America is in rather good shape. So is it really? Please give us the goods on how America is doing well? It might be that the America Economy is seemingly hanging tough, but they lost billions of revenue all over the field from retail to defense contracts. They might be in denial, bit as I see it only two years ago we would never have seen ‘Italian defence and aerospace giant Leonardo has signed a new Memorandum of Understanding (MoU) with the Kingdom of Saudi Arabia’ a mere three months old. So how much did America lose here? I cannot set the valuer of that contract, but the quote “multiple areas of collaboration to include space industry, airframe MRO (Maintenance, Repair and Overhaul), localisation of electronic warfare systems and radars and assembly of helicopters, a focus on Combat Air and Cross-Domain Integration fields, industrialisation processes and human capital development, national supply chain in the Kingdom of Saudi Arabia and the country’s role for Leonardo in the region as well as the global value chain.” (Source: www.leonardo.com) leaves me to believe that it is a serious amount of money, now add the new European slices and with the tariffs the loss of America is now on a threshold to fuel a larger recession than ever speculated on before, the larger players (read: Bloomberg) set this chance at the moment at 40%, as America scuttled their own retail houses (like Walmart) of cheaper goods, they need to continue without the goods, you might think it is nothing, yet 1% of the American population works there, now take out the thousands of shoppers (read: immigrants) and that 2025 revenue of US$680.99 billion will topple by at least 10%, 30% if they are not careful and what remains of that Net revenue of US$19.436 billion? You see, they either fire a whole lot of them or lose close to 40% of their business. These are personally considered numbers, so I might be wrong here to the amount of loss, but not the intention of loss and this is merely Walmart. There are several other chains facing this setting. So how good is that shape of the economy? 

I wrote a few years ago that we need to see where all these bonds are, no serious journalist ever looked into that matter it was the time around the collapse of Silicon Valley Bank in 2023. I wondered how the could have happened and it was a much bigger thing. The acquisition of Credit Suisse by UBS gave me pause to ponder, I figured that several banks had over swallowed on bonds which left them not dissolvent, but left their funds largely frozen as such I speculated that Credit Suisse and SVB had too many bonds and at that time the loss of value of these bonds were crippling them. At present no one really looked at this, even to debunk my train of thought and now we also see some are selling their debt of the US. The BBC touched on that on April 10th (at https://www.bbc.com/news/articles/c5yrr0e7499o), so feel free to think I am crazy (always a decent stance to have) but there is ruffling in the economic oceans and the stage that the economic times are decently horrendous is not a bad thing. 

I just thought of something, did America rename the Gulf of Mexico for mining purposes? Now a bad stance, if it not for the tiny fact that the Bermuda Triangle is there too, as such how many mining platforms will operate in that region and what remains a few weeks later is anyones guess. Just me having fun with the situation. 😛

Have a great day and feel free to enjoy a coffee, it leaves you with a warmer feeling than a US bond at present will. 

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November 19, 2024 · 22:36

The Christmas sphere

Yup, we all go there, there is no holding us. Still it is not a setting that I would have guessed that the Republicans would enter (perhaps a small oversight on my part). It started on the October 9th 2024 when I wrote ‘Personal Perception’ (at https://lawlordtobe.com/2024/10/09/personal-perception/). Today, one of the coolest dudes I know from Uni (Thanks Yoshi) brought this to my attention (at https://www.theverge.com/2024/11/18/24300033/doj-google-monopoly-remedies-search-chrome-android-ai) where the Verge are giving us: ‘US lawyers will reportedly try to force Google to sell Chrome and unbundle Android’. Let me give you a small education. It happens in sports and n business. In uncertain times you keep your strongest players strong (example the Toronto Maple Leafs) and your businesses in pretty much the same order. As such there is an upside to all this (sort of). For Huawei Christmas comes early, as such, I personally believe It is up to Ren Zhengfei to get Merrick Garland (Attorney General of the United States) the hamper of all hampers this Christmas. (See below)

Fair is fair I think. With this sentiment the DoJ will hand mobile supremacy to Huawei and SymphonyOS on pretty much a global level. We are given (in the Verge) “Bloomberg reports that DOJ lawyers will try to break up Google’s search monopoly by targeting Chrome, Android, and AI Overviews.” And the supporting text “The Department of Justice is planning to ask for Google’s antitrust trial judge to force the company to sell off its Chrome browser after the judge ruled the company has maintained an illegal search monopoly, reports Bloomberg.”. It comes down to “Don’t underestimate the woke opponent population to destroy your their own army for you” It is the one reason Sun Tsu forgot to teach his generals among him (the silly bunny). 

As Google gets slammed left, right and in front of them by self centred greedy minded people We need to come to an understanding that Merrick Garland gave China the best Christmas present ever. In the first they took a slippery situation in 2019 to take resources and create Harmony OS and now it is its own solution away from Android and at present is available in 77 language for all 64-bit ARM, x86-64, RISC-V, LinxiISA systems. It is about the solution for smart systems and now as Google is about to be hobbled by its own justice system, the one global solution for nearly all parties. It is the one system that Apple feared, and it was partially secure knowing that Google could counter whatever Huawei could bring. That advantage is about to be gone. Ren Zhengfei had nothing to do but to await the American woke powers to be to become this stupid. And in the end the only America basically cut its own wrists right before the price fight. And that is merely part of it. You see our protection was “Finally, they will reportedly push for “a ban on the type of exclusive contracts that were at the center of the case against Google.”” You see it was not for Google, it was for the consumer who relied on stability and protection from the dangers in the mobile worlds, the scammers. I reckon that by 2026 the world needs to become aware of the scammer danger and by 2026 they get more easy access to mobile users all over the world. Google was our protection and I reckon that 2026 will become the year of Huawei (2025 might be a little too soon). And that also reverberates all over the Middle East. A more clear example is given by “In total, we estimate Google’s products support between 4.3 and 10.5 SAR billion a year in economic activity. Over the last five years, the economic activity driven by Google Search and Ads has grown by 189% in nominal terms” (source: anonymous, the mouse we all adore). With this as well as “Google launched a cloud region in Saudi Arabia in November 2023, located in Dammam. The company had been in discussions with Saudi oil firm Aramco about a data center joint venture since early 2018, and plans for a GCP region in Saudi were officially announced in late 2020” If Huawei gets to show pockets of inconsistency (something the DoJ is about to deliver) Google will have a much harder time and with that part out in the open Huawei will get almost easy access to the United Arab Emirates as well. Yup, that was what the DoJ accomplished, all for the good of Huawei. Suck to be radical and woke, doesn’t it?

In addition Bloomberg gave us “Google’s regulatory affairs VP, Lee-Anne Mulholland, said that the DOJ “continues to push a radical agenda that goes far beyond the legal issues in this case,”” gives me the sentiment that Lee-Anne Mulholland underestimated the ego of any woke mind to fumble a technology war. In other news, today I made a desperate attempt to something else and it brought me to the Canadian Consulate (in Sydny, a joke the Canadians will get). It was the most awesome experience ever. Never ever was I so happy to go to any Consulate, I actually left that place with the Christmas cheer in my heart. It took hours to make that feeling fade. 

So don’t think that I am all business (OK, I am all business at present). 

What does one have to do with the other? Nothing really, I just wanted to give you that Christmas cheer can be found in the most uncommon corners of the Universe (In this case in Australia).

So when you consider that the DoJ is pushing a radical agenda you need to consider why and more precise who does it profit. Because it is not the consumer and it is not Google. So consider that these actions are not seen in 2000 with Microsoft and with “the Circuit Court did not overturn Jackson’s findings of fact, and held that traditional antitrust analysis was not equipped to consider software-related practices like browser tie-ins”, now the setting changes. With this they enable Huawei to grab supremacy in all kinds of legal ways and it seemingly will hurt Google. So at that point what do you think will happen to Merrick Garland and his minions?  In those years Microsoft could play the games they did and now They are faced with Huawei and Tencent Holdings Ltd. And in this Pony Ma (Tencent) and Ren Zhengfei (Huawei) are about to get access to 1.8 billion consumers in a move that Google was unable to get. How is that for competitive laws? 

I reckon that the dust will settle around 2028 and the American ago will have to lick its wounds from that. Stupidity is about to end technological supremacy. I reckon they would have called me crazy around 2000. We only have to wait for the political ego to crush their own marbles. What a day.

Have a great day.

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October 29, 2024 · 15:28

Laughing Out Loud

Yup this happens too and in this case it was an article that Bloomberg showed its paying customers. I am not one of them. As such I am attaching the image that made me laugh.

I saw it about 8-10 hours ago and it had me rolling with laughter. So what gives? First the setting of ‘Consider Re-entering’ as I see it Barclays and other banks are strapped for capital and bleeding a client dry (service fees and commissions) is a tell tale story towards any bank trying to make a living. There is no consideration, there is merely the trap they put themselves in 10 years ago. As for the “capitalise on the kingdom’s growing need to access capital markets” is even more hilarious. The Kingdom of Saudi Arabia has options to consider HSBC, JP Morgan, Bank of America and the 5 largest banks in China. All stronger and more able than Barclays. There is also Credit Agricole and the Citigroup. All in the top 12, Barclays stands at 18. So there is the first part. In addition I can hand you Rothschild & Co. The one bank no one mentions. It’s value was around €18.1 billion a year ago, as such I reckon it is pushing well over €20 billion at present. Barclays has nowhere near that capital or those connections. I reckon that Rothschild can access around 20% more clients than Barclays can (a casual speculation by little old me). 

So why this action?
Well it started in 2012 when we were given “Barclays is fined for manipulating the benchmark Libor interest rate in 2012, after revelations stretching back to 2005” It’s CEO C. S. Venkatakrishnan didn’t forget about that, did he? Then we get 2014 when Reuters gave us ‘Barclays sued by Saudi developer for $10 billion’, so how did that end? We got “A Saudi real estate company has sued Barclays for $10 billion (6.24 billion pounds), claiming the bank ceased pursuing lease payments due from the Saudi government on military complexes in the kingdom in order to obtain a lucrative banking license there” when we were given (source: Reuters) “The company, Jadawel International, a unit of London-based MBI International Holdings Inc., claims Barclays “hatched a fraudulent scheme” to secure the rare Saudi banking license, selling out Jadawel in the process, according to the lawsuit filed in New York state Supreme Court on Tuesday” One says potato and the other claims tomato. In the end as far as I can tell Barclays won the dismissal. It doesn’t make them innocent, but the claimant could not prove guilt (as far as I can tell). And last but not least only this year we were given that Barclay was one of the players in getting Andrea Orcel “derivatives linked to Commerzbank for the Italian lender in the weeks before Berlin sold a stake earlier this month, sources familiar with the matter said. Barclays and Bank of America subsequently helped Orcel to effectively expand UniCredit’s holding in Commerzbank to the current level of about 21 per cent, they said asking not to be named discussing the private information” now, this last bit does not seem to be illegal, but the stakes against Barclay (all over Europe) are increasingly high and now they hope that Saudi Arabia gives them a chunk of business before they are forced to hand over their bank to any of the upper 15 banks. I say good luck to them. Yes there is all kinds of banking issues I am not familiar with, but governments need to work with banks that are cleaner then clean and as such I am entertaining howls of deriving laughter if Barclay thinks they are that. The LIBOR scandal took care of that. 

And lets be clear Barclay didn’t (as far as I know) hand the statement “Mistakes were made in the past and we have sanitised our structures and people to meet the challenge that a customer the size of the Kingdom of Saudi Arabia brings”, nope, none of that. We were given “Barclay plc is considering re-entering Saudi Arabia as it looks to capitalise on the kingdom’s growing need to access capital markets”. I actually wonder if they would be allowed in the country at present. There are seemingly better viable candidates and that is before you consider Rothschild as a contender. 

I get it. I also tried to access Saudi Arabia as a partner (read: future owner) of my IP. I merely wanted 50 million, a Canadian passport and 2% of the revenue for 20 years. With my believe (a presented believe) that the idea would give them 6 billion annual and their investment to that would be 50 million (for happy old me). And this is about as decent as it gets. A mere 0.8% risk and that is at the time of the presentation. A mere trivial amount and I feel certain that this would have worked. There was one condition Microsoft was not allowed near it. Amazon would be OK, but Microsoft is a no go.

This is why I contacted Kingdom Holdings and Tencent Technology as well. They can drive the innovation I brought. As such I feel a stronger contender than Barclay ever could be (Yes, I am blowing my own horn).

So as I see it, re-entering a market when the others have seemingly had enough of you isn’t re-entering. It is running for the hills to avoid being taken over. But I am not a banking person, so what do I know.

Have a fun day.

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