Tag Archives: ChatGPT

The new short is coming

Saw there articles today, which gives me the willies. The people are that dumb to believe this? But to give you the goods, lets strata the beginning. The first one was CNBC giving us (at https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html) where we see ‘Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round’ it is here that we are given “The newest round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, and almost triples Anthropic’s valuation from February, when it was worth $380 billion. The financing also includes $15 billion of previously committed investments, including $5 billion from Amazon, the company said. Anthropic’s biggest competitor OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round.” But these people need to give us the why, so we are given ““Claude is increasingly indispensable to our growing global community of customers, and we work tirelessly to make tools like Claude Code and Cowork more helpful, more powerful, and more adaptable to their needs,” Anthropic Chief Financial Officer Krishna Rao said in Thursday’s press release. “This funding will help us serve the historic demand we are experiencing, stay at the research frontier, and bring Claude to more of the places where work happens.” Anthropic’s latest round comes as the leading AI model makers prepare to go public.” So, after this introduction into this blatant presentation, it is time for TechTalk to give us (at https://www.techtimes.com/articles/317467/20260531/samsung-hbm4e-ships-first-record-756-profit-surge-triggers-analyst-upgrades-ai-memory-lead.htm) where we are headed off with ‘Samsung HBM4E Ships First: Record 756% Profit Surge Triggers Analyst Upgrades on AI Memory Lead’, so all this fake AI has been going around for some time and I reckon that there is a misrepresentation with the 756% profit surge. So if my feelings are right, we need to look at the story and it is here that we are given “Samsung Electronics began shipping the world’s first 12-layer high-bandwidth memory 4 Extended (HBM4E) samples to major global customers on Friday, May 29, 2026 — putting the South Korean chipmaker at least six months ahead of rivals SK Hynix and Micron in the race to supply next-generation AI accelerators, and triggering a wave of analyst upgrades that pushed Samsung’s market capitalization past 2,000 trillion won for the first time in history. The milestone arrived just three months after Samsung began mass-producing its predecessor chip, HBM4, and came on the same day Samsung shares surged 5.84% to close at 317,000 won.” And here my gut feeling is satisfied. So can anyone give me how a 756% profit surge validates a mere 5.84%? Something does not add up. It doesn’t matter that Samsung is bigger than this, a 756% profit surge should validate more than an almost 6% surge. Some people are playing with your senses. 

So before I get to the third article. A little lesson. It is not the lesson you like and it isn’t even the lesson you will appreciate, but here goes. All AI is fake. There I not exception to this no matter what dance mr Oldman gives on stage, his ChatGPT was surpassed by Gemini and Anthropic some time ago and there is no guarantee that this will go his way. Google Gemini (and I love Google) is just as bit as fake as the others. Then we get all the others, all fake. Why? The stage is that all these are driven by DML/LLM and they are strong and good engine, they just aren’t AI. AI requires a few more components, some are ready but still in their early stages (like Quantum computing) then there is the need for Shallow circuits and I only know that IBM has come far in this field and they are working on this 10 years ago, are they ready? I guess not, because the media would be full of that if it were, but the are advancing and then there is the Epsilon chip. We have seen the theory, we have seen the evidence (some have seen this), but it does not yet exist in a chip, not yet and I have no idea when that will happen. So then we get the Trinary operating system, that is the last part. I particle think that IBM and Oracle are quietly working on this, but that is a gut feeling, all these parts combined are still 15 years away (my speculative feel). Oh, and in none of this Microsoft turns up, because it might take longer then. So this is what I know through the settings of decades of IT work and a decade of writing. But it matters, because now we get MSN with Larry Fink giving us (at https://www.msn.com/en-us/money/savingandinvesting/larry-fink-says-pensions-will-help-fund-10t-ai-buildout/ss-AA24sE6Z?ocid=finance-verthp-feeds) that ‘Larry Fink says pensions will help fund $10T AI buildout’, so whilst all your retirements are set into this bubble, this fictive bubble, better be rare that this last story was “Curated by AI” a mere 20 hours ago. I reckon that no one at MSN wants to put his or her name under this setting. We are given “Fink estimates $10 trillion will be needed for AI infrastructure by 2036, with $7 trillion for data centers alone.” And in addition we are given “Index fund-heavy retirement accounts are increasingly concentrated in AI-focused tech giants leading the spending.” And it comes with the warning that “Experts warn that overexposure to one sector could threaten retirement security if AI growth stalls.” In short, we are being set up. As I see it, over exposure would lead to the end of our pensions when the bubble of fake AI comes calling and even this late, at 64 when you see your pensions being squandered by hot headed job chasers claiming AI is this, or is that and we do not see a clear ROI, you know somethings up. This feels like the movie the Big Short, a 2015 American biographical comedy drama film directed by Adam McKay from a screenplay by McKay and Charles Randolph. Based on the 2010 book by Michael Lewis, it depicts how the 2008 financial crisis was triggered by the United States housing bubble. This is how it went everyone comes with the setting ‘you have to be in it to win’ and they are all gambling like it is some Texas holder game whilst they all have a version of a beer hand (7-2 offsuit) and they want to continue their rounds of gambling, hoping that the other players will fold, but they are all in it to over their necks, so they are all desperate. This is how I see it and when you get the numbers, especially on proven ROI, you will see that filling this 10 trillion gap with pensions is folly. I intend to call my pension that AI investments are off limits. I would rather put it in ADNOC or IHC. Three stories that make my blood grow thick in fear, they are now pushing the safety boundaries for millions of people and I am worried that no one is speaking up, it is that kind of a day and still there are no options for me, so I am beyond caring. 

Try to have a great day and try to keep your pension safe.

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According to the BBC

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

Have a great day.

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Bewildered as such

I have been bewildered for some time, now I see ‘UAE comes under Iranian attacks for second consecutive day: Ministry’ (at https://www.aljazeera.com/news/2026/5/5/uae-intercepts-missiles-and-drones-for-second-day). I have been bewildered on this for some time, you see never mind how the relationship with Iran is, the UAE is still a Muslim nation, it never sought aggression with Iran, it never catered to the United States and as such it makes absolutely no sense to me to fire 549 ballistic missiles, 29 cruise missiles, and 2,260 drones. These attacks have targeted infrastructure and caused civilian injuries. This is by large the most, even their ‘ally’ Israel (yes, that was a joke) never faced that intense an attack. So when I see that they have had two days of additional attack, I am happy (and relieved) that I gave my military IP to the UAE (Saudi Arabia as well), so as Al Jazeera gives us “The escalation comes amid fears of a return to war between Iran and the US, after Washington launched a new initiative, dubbed “Project Freedom”, to guide vessels through the Strait of Hormuz starting on Monday. About a fifth of global energy exports pass through the narrow waterway. In retaliation for joint US-Israeli strikes on Iran in late February, Iranian forces have effectively taken control of the strait by attacking – or just threatening – vessels attempting to cross without Tehran’s permission. The move has triggered a global energy shock, pushing oil and gas prices to multi-year highs.” As well as “Tehran also launched a salvo of 15 missiles – most of them ballistic – towards the UAE on Monday – the first incident after the US-Iran ceasefire came into effect about four weeks ago. All were intercepted, Emirati authorities said, but a fire broke out in Fujairah, home to a key oil terminal. The facility has been critical during the war, handling about 1.7 million barrels per day – roughly half of the country’s export capacity – as it allows shipments to bypass the Strait of Hormuz via the Gulf of Oman. Three Indian nationals were injured in the incident, which India’s government described as “unacceptable”.” The only thought that makes sense (to the smallest extent) is that the UAE could bypass the Strait of Hormuz, but that is not enough, the idea that the UAE has such a western following is the fact that it has a diversified work setting. As I see it, the UAE is the best place for Iran to get global visibility, that is the best I can come up with and it is for that reason that Iran needs to be destroyed, completely and utterly. They have no wish to get any diplomacy working, they merely want to stall the games they play. It might be a sick view I have, but that is what I am coming up with. The only plus point I see is that now the UAE will see what their true friends are and it can adjust the next steps to better the position of the United Arab Emirates. No matter what they do next, it should be with true friends and real allies. That is merely my view on the matter. And as the needs for the UAE will increase in several directions, there is an opportunity for Google to increase its visibility in Abu Dhabi as from there towards more locations. IBM already preceded them and they are not alone. As I see it, there will be changes and the embassies in Abu Dhabi need to be secured. Personally I am not one to trust Microsoft with that, but a Google/IBM solution might work. And my reason? Well, someone gave us ‘Xbox wants to win you back by removing the Copilot AI it forced upon you last year’ only 7 hours ago and TechRadar gave us 3 hours ago ‘Microsoft has finally realized what most of us knew all along: nobody actually wanted Copilot on Xbox’, a corporation that is so self centered and does not listen to its customers, is not one I am willing to trust ever, but I already had me share of evidence 12 years ago. So that clicked. So, whilst some big tech players are willing to play chicken with the Humvee driving towards you loaded with a beer-keg filled with Nitroglycerine? I’m not (I am watching Vertical Limit, hence the reference). 

As I see it, the UAE needs a strong infrastructure and it requires the correct business partners. As such I am willing to roll the dice on IBM/Google to the standard basics protected. And even as I see all current AI as fake, there is no doubt that Gemini is superior to whatever OpenAI/ChatGPT has, as such some others lose traction. Should Microsoft be eliminated? Nah, tempting, but they did invest Infrastructure & AI between 2023 and the end of 2025, Microsoft will have invested over $7.3 billion, with an additional $7.9 billion planned from 2026 to 2029. As such they have a clear need for the UAE, as well as aiming to train 175,000 students, 39,000 teachers, and 120,000 government employees to drive regional AI adoption (in my view it might ‘accidentally’ be focussed on Microsoft products and not Gemini), but as I see it, that is their right, it is good business sense. But I also see common sense in business sense and as such getting Google towards Abu Dhabi makes sense too (IBM is already there). No matter how you slice it, there will be changes in the UAE. I am not Confused, there is no Mystification and whilst some will say that I am in the dark, or at a loss, I am not, I might be to some extent clueless on what some do and there might be have the smallest smidge of being in the dark but that comes from lacking intelligence on the setting there and it goes hand in hand by some keeping intelligence from us. I get the reason for lacking intelligence, lets face it, no one wants to admit that their product is rubbish and when we consider that nobody actually wanted Copilot on Xbox (allegedly a given fact) we need to wonder why Microsoft is so intent on pushing its premise on whatever they can (my interpretation of that). It fuels mistrust as I personally see it. As such there needs to be an alternative for Microsoft and they did this to themselves. 

You can agree or disagree, that is fine, but I personally believe that the UAE will need reliable business partners, especially in Abu Dhabi and I see that players like Zendesk might need to open offices in the UAE (particular in Dubai and Abu Dhabi) There is a larger need for service solutions to expand into the UAE, whatever hits the UAE next, at some point service points will be affected and its resolution can only be affectively resolved if all the players that need to be there are there. It is nice to ‘rely’ on cloud solutions, but the UAE is under attack and as such whatever  loud solution you use, it tends to lose against a Shahed-136, as such repairs and rollbacks come to mind and they require closer interaction, not a cloud connection to London (or Osaka) there are too many lose ends and that tends to be delimiting to any business. For now I seem to be focussing on alternative military solutions to slap Iran silly (they will be handed to the UAE as well), so have a great day, its 01:00 now and I still have a few hours of snoring ahead until brekkie is offered.

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I call it fake for a reason

I was battling what to write about and there was Elon Musk giving me a perfectly good reason right of the bat. Well, it wasn’t Elon who gave me the idea, it was his product Grok. I have always said that AI is not real because of the missing parts, and it comes with a few constraints by certain (so called) captains of industry who are lacking in several ways. It is also connected to some other things I do. You see, no matter how you come, how much you innovate the idea, you will end up with a mere 0.1%-1% of the true value of the product. Todays ‘captains’ are utterly set into the exploitation of everything they see. As such I put it on my blog. When my stuff is in the open they cannot really claim any innovation. You see the IP is no longer protected by intellectual property laws, and the public is free to use, share, and build upon these works without seeking permission from the original creator. I might get something out of it but for the most I get the satisfaction that these ‘captains’ see the loss of an idea towards everyone. If I am unable to get something out of it, it will become Public Domain and perhaps it will spread my fame in that way. Some will smile at this and call me stupid (or a fool) but I am out of their reach for exploitation. As I see it, I gave the world over a dozen options for enrichment and in this way the Indie developers get a leg up without fear that a larger player will cut them out. Small comfort. But that is what is.

So, whilst I diverted, it was for a reason. You see the AI of now is fake AI (at best), all of them are because the two elements missing are evolved versions of Shallow circuits, as stated (for as far as I know) IBM has the strongest version of this, but still another system is required, a trinary operating system. Binary will not do for AI, the setting of Null, False, True and both is required for a true AI to come and no-one has that yet. A dutch physician got the Epsilon particle made (or found), this was going to be instrumental and to evolve this in an IT setting (most likely through yet undetermined means), but I digress, what I believe to be a weakness, doesn’t make it true. Alternative evidence is needed and I found it a few times over, but in this case I will revert to my last story ‘As oil burns’ which I published on May 4th, 2026 at 12:33. About an hour later I used Grok to look at my story. The first view after an hour was:

This is what AI does? Is that really a view on what I wrote on: https://lawlordtobe.com/2026/05/04/as-oil-burns/

A story containing 986 words with more than 523 words (which is 54%) on Russia, the top line gives zero consideration on Russia, it gave me another thought, but Ill get to that later. The second view (on the same text) was after 6 hours and there we see:

So what AI requires 6 hours to give better show of the same text? So, is my view of ‘Fake AI’ still wrong? As you can see the first part also gives no mention of the BBC and a few other parts. I got to the thought that this DML/LLM engine is allegedly used to filter out certain parts, until it can no longer hide a few things. Don’t forget whatever is done in DML/LLM is programmed by engineers, and whatever they say it is, that is what it becomes. People forget that and it is why thy fall in the AI trap, even though some clearly see that it is a fake solution. Don’t get me wrong DML and LLM are amazing inventions, but the courts will see through this and someone will blame the programmers and their bosses, this is why I saw the court cases come to blows in 2026. I particularly liked AI Misuse in Australian Courts (2026) where we see “over 73 cases identified where GenAI produced false citations.” So what AI does produce false citations? That requires a programmer. In addition, related to that is Warner v. Gilbarco, Inc. (February 2026) where we see the quote “AI to assist in case preparation does not automatically waive attorney-client privilege, characterizing broad requests for AI-generated documentation as a “fishing expedition”” Does this imply the AI uses deception to give us a “fishing expedition” or did (a massive perhaps) a programmer set this situation? As the evidence is added up, we get to see a different setting, a setting that gives notice that we should aim our attention to the programmers and their bosses. So at some point the influencers will be called into court and it is already happening “legal battles surrounding AI influencers, digital replicas, and content generation have shifted toward establishing liability for harmful outputs and defining the limits of AI-generated content protection. Key developments in early 2026 include lawsuits over AI-generated sexual content and major court decisions regarding copyright of AI-driven work.” Where we see (at present):

And as these cases are resolved, the influencer drive of AI will dissipate and we get these bosses to ‘present’ their view, but they will be careful as they are decently unwilling (as I see it) to become liable. So whilst I will look to find a party to allocate $5M (post taxation) to my coffers, I will try to remain vigilant and see what other things some of these ‘Captains of industry’ have been overlooking. Apparently some say I need a hobby, time will tell. Have a great day.

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Battle lines

As per yesterday several things occupy my brain, even a new technology (which I will discuss at a later stage) today is about OpenAI and Microsoft. I was ‘alerted’ to this yesterday through through Seeking alpha. I think I heard it before that, but I ignored it. Seeking Alpha (at https://seekingalpha.com/news/4579947-microsoft-falls-as-openai-partnership-evolves-says-it-will-no-longer-pay-revenue-share) gives us ‘Microsoft in focus as OpenAI partnership evolves, says it will no longer pay revenue share’ and we are given “Microsoft (MSFT) shares rose fractionally on Monday as the tech giant and OpenAI (OPENAI) said their partnership has continued to evolve, and OpenAI’s license will become non-exclusive. “Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly,” Microsoft wrote in a statement on its website. “The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.”” In my mind I hear “Someone has figured out that this setting is based on shallow settings, the reality is dawning on them”, so whilst we are given “As part of the altered agreement, Microsoft will remain OpenAI’s primary cloud partner, and OpenAI products will ship on Azure first. However, there is now a tweak that says if Microsoft “cannot and chooses not to support the necessary capabilities,” OpenAI can go elsewhere. Julian Lin, Investing Group Leader for Best Of Breed Growth Stocks, said the deal is actually a “net positive” for Microsoft, despite the share price reaction.” I personally believe that OpenAI might present a hardcore liability for Microsoft and they are seeking to insulate from that fallout. And it might be merely my feelings in this and that is fine, but when you see the Anthropic setting, the DeepSeek setting there are several other elements that are roaring is near ugly heard and that has to go somewhere, something has got to break and it seems the ‘staged’ setting of evolutionary contract agree ments, might be part of all that. In retrospect I have no idea how OpenAI and Musk will battle their settings (and I partially do not care either). But the elements are there and whilst we are all about OpenAI, this concept selling setting rubs me the wrong way. So whilst we ‘might’ see ‘OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO’, all whilst some say “do you guys even use ChatGPT/OpenAI anymore? I find myself preferring Claude/Gemini to be honest”, I take a different turn, I don’t use any of them. Basically because they are all fake AI. Real AI is about a decade away, if not 2 decades. I might die before real AI is released, so I kinda do not care.

ComputerWorld, only today (a mere few hours ago) gave us (at https://www.computerworld.com/article/4163971/microsoft-openai-change-contract-terms-again.html) ‘Microsoft, OpenAI change contract terms–again’ starts with “When the two firms announced a revised agreement on Monday, it reinforced the need for enterprise IT executives to work with as many major AI players as possible, given the constantly changing landscape.” I do not disagree, but remember that Microsoft went all out about 5 years ago and whilst we saw all kinds of ‘total wreck approaches’ the ‘partnership’ went on and now that we see “the need for enterprise IT executives to work with as many major AI players as possible”, we might accept that, but we see no DeepSeek, do we? So whilst we see that Microsoft increased its stake and solidified its position as a major investor less than 6 months ago, these plans are now changing. So does Microsoft see something, or do they fear something? And then ComputerWorld gives us “One key component within earlier versions of the Microsoft-OpenAI deal was the change in the relationship if OpenAI ever achieved artificial general intelligence (AGI), a term that eludes a concrete definition but generally refers to AI that equals or exceeds human capabilities.” I find it funny because of all these definitions across the fake AI field. Do they really not see that it is about to fall apart? (Story to follow likely tomorrow). And when this war of the fakers is seen (OpenAI, Google, Anthropic) there is every chance that OpenAI ends up in last position (see another ‘winner’ chosen by Microsoft), but this war setting is almost real, but until there is a real revenue stream coming in, there is unlikely to be a real winner. So whilst ComputerWorld focusses on the market changes with “Analysts and consultants generally agreed that this altered agreement will reinforce, and should extend, the current enterprise IT trend of hedging bets by striking arrangements with a variety of AI providers, including the major hyperscalers. Beyond future-proofing enterprises’ AI efforts, some of those agreements are for practical issues, such as the need to work with global AI firms specializing in different languages that the enterprise needs.” And you already know where this goes next. So, when was the last time you saw this kinda bla bla settings in the last 45 years? I tend to go back to the early 90’s where they all tried to sign businesses up to concept selling, all whilst there was no revenue stream detectable. We see it now here. I get that analysts are not the most revenue sturdy people, but consultants need their revenue streams. It is their bread and butter. And what was that “for practical issues” about? You see ComputerWorld writes a good story and revenue is mentioned four times, three is shown next “In addition, the company’s role as a major investor in OpenAI is driving a different revenue relationship, it said: “Microsoft will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. ”” interesting how salespeople are not that fuzzed about revenue. It is their income and bonus setting. So what was this really about?

Wouldn’t we like to know this? Just a few settings for todays stride in the coming week. And now I need to contemplate what I next write about the bad news, or the new technology. My conundrum  for the last 4 hours of the day.

Have a great one today.

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Accusation without evidence

That is the path I saw today on the BBC (at https://www.bbc.com/news/articles/cpqxgxx9nrqo), now hear me out. Even as we are being told ‘White House memo claims mass AI theft by Chinese firms’ we have to acknowledge that it comes from that same place that gave us that “‘someone’ claimed “$18 trillion” in new investments”, “prices are down” and “Ukraine for starting the war with Russia, suggesting they should have surrendered territory to avoid it” as such I am willing to disbelief this. Also China has DeepSeek and it does so (it’s speculations) at a fraction of the cost.

And whilst we are getting “The White House has said it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology. Michael Kratsios, Director of Science and Technology Policy, wrote in an internal memo that the administration had new information indicating “foreign entities, principally based in China” were exploiting American firms.” My mind goes not different directions. The first being:

My mind is racing towards a different setting. You see, OpenAI and its ‘co-conspirators’ are not delivering on the premise that gave too many people well over half a trillion dollars want to see return on investment and none is coming and now (not unlike the concept sellers in the 90’s) they need a blamable party. So what is easier than to blame China? Now, I am not saying that China is innocent, but in all this one might need evidence to make a case and none of it seems to be coming. As such we are given ““foreign entities, principally based in China” were exploiting American firms. Through a process called “distilling”, such firms are essentially copying AI technology developed by US companies, he said.” OK, I’ll bite, so where is the evidence? Why, if this distilling is a problem are these outputs not better protected, so there is no ‘distilling’? Simple question, perhaps when Oracle was needed, the cheapskates decided to rely on Azure? I have no idea, I am merely offering options as the evidence is clearly lacking. 

So whilst the article ens with “While Kratsios did not name any foreign entities, leading AI companies like OpenAI and Anthropic have said they are dealing with such distillation activity.” I reckon that the distillation culprits like House Spirits Distillery and Angostura Distillery were made exempt? 

You think that I am making a funny and I was, but this has been going on for months and these so called high priced (fake) AI corporations have been absent in their cyber security? How does this distilling happen? All things missing from the BBC article and are unlikely on the mind of the White House as the article seems to imply it comes from the very beginning where we saw “it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology” you see, the first part would be ‘How did they achieve this?’ Which we do not see and the state of cyber security we don’t see either, both seem rather obvious in that setting. 

So as I said China might not be innocent, but in that same setting we see that the United States and their (fake) AI firms are apparently clueless. Don’t take my word for it, just look at the scraps on this table and see where the crumbs aren’t dealt with and I see no part in all this that shouts ‘China is guilty’ that would require actual evidence. So if that is seemingly is not required counter the idea of this AI scheme to be the part of a scam to wipe out trillions on the exchange, which might be the case, but the setting of ‘no evidence’ is apparently in effect and that goes both ways. As I see it, someone wants to see evidence of AI and whilst they invested billions, there is a greed driven setting that the profits all go to China as they stole the plans, but is that really so? Even distilled plans need refinement and the source data is missing. So, how would they proceed? The setting does not make complete sense to me. Any innovation requires a foundation, even DeepSeek would like to have one, or it is simply a sifting solution and the power remains with these innovative wannabe’s (sorry, a paraphrased term).

So have a great day and wonder why the accusation was made, because that setting is likely to be in dollar numbers and where is that money now? Have a great day.

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The butler did it

That was the primary thought I has when I faced the BBC Article (at https://www.bbc.com/news/articles/c62j4ldp2jqo) telling me ‘OpenAI faces criminal probe over role of ChatGPT in shooting’ and we are given “Florida’s Attorney General James Uthmeier said on Tuesday his office had been looking into the use of the artificial intelligence (AI) chatbot by a man who allegedly shot several people at the campus in Tallahassee.”, personally I stand with “An OpenAI spokesperson said: “ChatGPT is not responsible for this terrible crime.”” I am hesitant to stand opposite a professional especially with the lack of evidence shown in the BBC article that we see. But the idea that some fake AI picks up a gun like the next Cyberdyne hoodlum (optionally looking strikingly like Arnold Schwarzenegger) and mopping the floor with cadavers as the staccato of automatic fire hits campus os a little much. There is even no evidence in the form of logs reading of Chatbot lingo stating n the form of:

As for how the suspect, 20-year old FSU student Phoenix Ikner, who is now in jail awaiting trial, interacted with ChatGPT, OpenAI’s spokesperson said the chatbot “did not encourage or promote illegal or harmful activity”

So, as such what evidence is there towards prosecuting OpenAI? I don’t mind as it fuels the flames of entertainment and trying to be a useful git I would like to offer Florida’s Attorney General James Uthmeier the thought that he should be aware of (after he had his free pound of flesh from the media). 

Because in the end, without evidence of ‘convolution’ of the mind or thoughts of (evidence supported) ’co-conspiracy’ FSU student Phoenix Ikner is likely to face a long stretch in Hotel Sing Sing with the optional inoculation by Dr. Death. I don’t call the shots, that is up to the judge in this matter. 

But from the lack of evidence that the BBC gives, I reckon that OpenAI is off the hook and that is merely me and in opposition of my usual banter in economy, I do hold law degrees (invalid in the United States). As such I have to wonder if the article had anything to do with that shooting at all? Over 30% is about ChatGPT and it hold a photo of Sam Altman, so it seems that at least two parties are more interested in media exposure, because (as I personally see it) we would, if it was about the crime, get an image of Florida State University, optionally with grieving people. So what gives?

I might have oversimplified the issue, what do you say? Have a great day, oh wait. I need some exposure too, so lets add to this by switching to YouTube. In that matter yesterday, I saw a video by Nancy Wheeler and when it troubled my mind I wanted to rewatch parts of that video, so as I searched for “Nancy Wheeler economy”, which was needed as there is a fictive character of Nancy Wheeler who messes up your internet soufflé. She gives us that there is a crises coming, and she states is underway already. As such I wondered and for the life of me, I could not find the Nancy Wheeler in real life outside of YouTube. That doesn’t mean she does not exist, but with the facts given I was weirdly surprised that the media had not picked that up. She gives us that there are three weaknesses creeping up on all of us:

Now it sounds massive and cool (which makes the media not picking this up weird), and she talks a nice deal. I a lacking economy knowledge, so I was almost mesmerized, A really pretty youthful young sprout asking for my attention has that effect on me. But there was something in what she said. She stated: “The buyers [of the debt] have changed, the maturities have shortened and the exit doors have gotten smaller”

This caught me, because that sounds about right, so I wonder why the media didn’t pick this up. It is not to prove that she was right, but considering the reasoning that the media wants its pound of flesh, they didn’t go for debunking this either. So what is the silence? Don’t get me wrong, for all we know Nancy Wheeler could be a massively pretty doom speaker and this tends to be an automatic media magnet (she is more appealing in looks than Jerome Powell ever will be) and as I am blissfully ignorant on economy there is no way I can tell the difference of one against the other (facts).

So is it correct? Is she wrong and she made a point that the debt surpassed the 97.1 trillion. Is it a gimmick for the call to ‘accurate’ reporting? As such the video (at https://www.youtube.com/watch?v=_TqjlaiU_N8) gives us the goods and I let you decide how right or wrong she is. 

Well that is all there is on this Friday (for me) when you all rejoin me on this Friday I will have more to say (in approximately 20 hours). Have a great day the next 20 hours.

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What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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With the coming of Linux

That is not entirely the truth, Linux has been here for some time but now France is going the way of Germany and Denmark, pushing Microsoft out of the door. I reckon that Microsoft played their cards too early and against the wishes of their audience. We cannot blame the Trump administration for everything, so as France goes. I reckon that Monaco will also dial down the Microsoft beast and not to forget Lichtenstein. It has deep roots with both France and Germany, as such there is every chance that they, labeled one of the world’s wealthiest countries, boasting a GDP per capita exceeding $200,000. Which is uncannily high. It has a specialized financial services industry and also has deep roots with Switzerland. So, there is a chance that this might also end the power of Microsoft in the land of cheeses (banks also). I don’t think that Microsoft will yield the field, Excel for its origins in Lotus 1-2-3 has become the power system to call home for many in the financial industry snd there is no way that others can dethrone Excel, but that is pretty much the only application that is sitting safely and pretty. 

TechCrunch gave us (at https://techcrunch.com/2026/04/10/france-to-ditch-windows-for-linux-to-reduce-reliance-on-us-tech/) the setting “The country said it plans to move some of its government computers currently running Windows to the open source operating system Linux to further reduce its reliance on U.S. technology.” It is high time that this happened, but it still might be done in time before all these data centers would be holding onto EU data, they’ll still hold a lot, but not everything and that is when the dollar value of Microsoft goes into decline. Brian Sozzi (Executive editor Yahoo Finance) gave us “Goldman Sachs analyst Gabriela Borges pinned the company’s 23% plunge this year to two factors in a new note on Monday. First, upward revisions to capital expenditures without commensurate upward revisions to Azure cloud sales. This resurfaced concerns about returns on investment and Azure’s competitive positioning against peers such as Amazon’s (AMZN) AWS.” I reckon that the hundreds of millions of users that Microsoft will lose in 2025 will add to that pain, but to what extent, I personally have no idea.

With the American Administration the way it is, that pain is only getting worse, because the bulk of the world does not like that this American administration can get access to any data server that is founded on American soil, even if these data centers are in Denmark (or France, or the EU), these people want out as fast as they can. And that is happening right now. I don’t think that all EU nations will leave, still the idea that Satya Nadella lost roughly 450,402,641 users will have to hurt his ego a tiny bit. And I reckon that the stock price of 370.87 will equally take a hit, as such the valuation of 2.75 trillion (aka 2,751 billion, or 2,751,000 million) will decrease. I have no idea how much it will decrease, but as I see it, the gaming section was hit harder then they expected and now we see other venues take the proverbial dive. That is before people realize that the 27% stake in OpenAI is also seeing some ‘hindrance’ and as they quite recently invested $13 billion in that field. All whilst OpenAI also had a deal with AWS for $50 billion, rumors are there that the Microsoft legal divisions are ready to get their shares back, but I have no idea how deep this is and how far along this is. But when we see this on top of the setting with Fractal Vision (aka DeepSeek with AI for a fraction of the cost OpenAI is heralding), it seems that when the dust settles, the chance of Microsoft seeing 2 trillion vanish like snow in a volcano is not entirely unrealistic. 

How deep this losses go is unknown to me, but you could optionally ask Jamie Dimon (phone: +1 212-270-6265) at JPMorgan Chase & Co. He would know better than me. Still, France is a new cog in this delayed revenue fading machine. And it has the option of dragging several nations with them and from there the losses merely increase. The old expression goes ‘It never rains when it pours’ and I reckon that Satya Nadella has never seen a version of Compound Troubles seen explode on his table and here I was thinking that Microsoft CT was about community training. Ah well, you learn something new every day.

Well, I have to stop now, because I am giggling slightly too intense to enjoy coffee at present. So you all have a great day and consider downloading LibreOffice, it is 245 MB, free and installs easily. Time for me to consider another setting in gaming later today.

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Confusion speaks its mind

So here I was, one day in the past and I see a BBC article. I saw the headline, I saw the ‘bully approach’ and initially I ignored it. It was not the BBC, there was no setting that seemingly truly interested me. I was thinking of a few settings towards IP that could give Apple (and optionally Meta) a nice boost. As I was mulling over the ideas I was having, in comes the CBC about 10 hours ago, or better stated I noticed their article and now something clicks in my mind. I started rereading the two articles. The BBC (at https://www.bbc.com/news/articles/cn48jj3y8ezo) gives us ‘Trump orders government to stop using Anthropic in battle over AI use’ with ““We don’t need it, we don’t want it, and will not do business with them again!” Trump wrote in a Truth Social post on Friday.” Of course if he doesn’t want it, there must be a good reason why people might want to use it and we are given “Anthropic is mired in a row with the White House after refusing demands that it agree to give the US military unfettered access to its AI tools. The refusal led US Defence Secretary Pete Hegseth to say he’s deemed Anthropic a “supply chain risk”.” And we are given the quandary that there should be some clarity. The idea that the US Military has unrestrained or uninhibited access to any AI is dangerous. And that is merely to look at it from THEIR point of view. We saw over the last 5 years a few examples where Pentagon staff used whatever USB key they had optionally opening their systems to backdoors and this can result in several ways where the Pentagon would be affected including: Human Interface Device (HID) Spoofing, Malware Infection via Social Engineering, Exploiting OS Vulnerabilities or Juice Jacking (Compromised Public Ports/Cables) and a few other ways. Even in this decade more than one system seemingly ended up on the danger list. So, ‘someone’ now wants to grant AI unfettered access which opens the doors to AI accessing data involves sophisticated, automated, and often, continuous interaction between intelligent systems and vast data sources, including internal corporate databases, cloud storage, and public web content. It constitutes a critical, high-speed, and high-stakes component of the modern AI ecosystem that raises significant security and privacy challenges. And this is not some ‘fear mongering’ There is a lot of AI works that is still to be considered and because AI doesn’t exist and this is all DML on several layers that interact there are dangers to be seen. As we saw a mere week ago that Microsoft had to ‘confess’ that it had accessed confidential emails of Microsoft users. Now consider this happening on a serious level in the Pentagon. It has well over 50,000 desktop computers within its building, with reports from 2014 indicating at least 18,000 were part of specific virtualized infrastructure. Now consider that we have seen the accusation of “Based on reports in early 2025 and 2026, OpenAI has accused Chinese AI startup DeepSeek of “inappropriately” distilling, or copying, the capabilities of OpenAI’s models (specifically ChatGPT and its reasoning models like o1) to train its own competing, low-cost models (such as DeepSeek-R1)”. As such, the dangers of unfettered access can go in two directions and that sets the bar of distilling from the Pentagon a lot lower than anyone could find acceptable. As such there is every chance that Russia is already considering the massive win they could gain once the unfettered access could merely hit one system that was transgressed upon. Because the greedy and the stupid will do anything to propel the setting of self, whilst not caring what others could gain in that setting as well.

So whilst some will consider the dangers of “The company said that “designating Anthropic as a supply chain risk would be an unprecedented action — one historically reserved for US adversaries, never before publicly applied to an American company.” Anthropic said the “designation would both be legally unsound and set a dangerous precedent for any American company that negotiates with the government.”” No one seems to be considering that the opposite is a lot more dangerous. So whilst some focus on the stage of “Anthropic had said it sought narrow assurances from the Pentagon that its AI chatbot Claude would not be used for mass surveillance of Americans or in fully autonomous weapons. The Pentagon said it was not interested in such uses and would only deploy the technology in legal ways, but it also insisted on access without any limitations. The government’s effort to assert dominance over the internal decision-making of the company comes amid a wider clash over AI’s role in national security and concerns about how increasingly capable machines could be used in high-stakes situations involving lethal force, sensitive information or government surveillance. Trump said Anthropic made a mistake trying to strong-arm the Pentagon. He wrote on Truth Social that most agencies must immediately stop using Anthropic’s AI but gave the Pentagon a six-month period to phase out the technology that is already embedded in military platforms.” As I personally see it, it is the accumulation of stupid and technologically ignorant all combined in one package. And that is before we get to mass surveillance. You see combine mass surveillance with data distilling and the United States of America will be handing the data on 349 million Americans straight to China and Russia. This is not AI, this is DML. That means it comes with the hangups and limitations of a programmer. So when this goes wrong it goes wrong in a massive way. 

As such what will people like President Trump and Pete Hegseth say? Do they think that the response ‘Oops’ will cover it?

So whilst CBC (at https://www.cbc.ca/news/business/trump-anthropic-feud-ai-9.7109006) gives us “U.S. President Donald Trump, U.S. Defence Secretary Pete Hegseth and other officials took to social media to chastise Anthropic for failing to allow the military unrestricted use of its AI technology by a Friday deadline, accusing it of endangering national security after CEO Dario Amodei refused to back down over concerns the company’s products could be used in ways that would violate its safeguards.” And this is the setting we expect to see and it will be the undoing of several people, because as I see it “U.S. President Donald Trump, U.S. Defence Secretary Pete Hegseth and other officials” is the start of what comes next. You see, the internet doesn’t forget and these ‘other officials’ have sealed their fate with this action and there is no ‘He told me to do that’ they were instrumental in assisting to hand over the data of the population of the United States of America to optionally both China and Russia. Do you feel safe now?

And in response to this setting we see “The dispute stunned AI developers in Silicon Valley, where venture capitalists, prominent AI scientists and a large number of workers from Anthropic’s top rivals — OpenAI and Google — voiced support for Amodei’s stand in open letters and other forums.” And that should have been a clear message that the competition was on the side of Amodei, so, why would that be? Whilst people in the Pentagon (seemingly) forgot about that router with password ‘Cisco123’ there is every chance that these DML engines will be cleverly distilled by people controlling systems like DeepSeek and whatever the Russians have. I should buy another egg timer, because this is a setting that might gain me a few coins, especially as several people are blind to the danger that is coming for them. And consider one additional setting. It is said that:

So what happens when distilling comes with an additional insertion of data? I can’t wait for that setting to lose balance and the training data in American data centers start losing authentication and reliability markers. But that is  likely a story for another day.

Have a great day today.

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