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Tic Toc Ruination

There is always a next deadline, a next target and a next threshold. When we see that point, some see obstacles, some see challenges and others await opportunities. It has always been this way. In the past we had 3G, Telstra could not keep up and gave us 3.5G and called it something else. The audience was deceived and has been deceived for a while in many ways. In Australia, as I personally see it, too many politicians dance to the needs of Telstra and as such, in the long run nothing was done. As 4G matured on a global level we saw the eCommerce run and we saw growth everywhere. And as the 5G moment grew near too many were sitting on the sidelines, all talk and no hard work. Huawei, Ericsson and a few more worked hard because he fin-tech term ‘be there first‘ applied a hundred times more to mobile technologies and we saw the escalation as China went ahead of the curve. Suddenly Huawei 5G technology got banned, a bankrupt America started and soon most nations followed, now, or at least 5 hours ago, the Guardian (at https://www.theguardian.com/technology/2018/dec/05/bt-removing-huawei-equipment-from-parts-of-4g-network) reported one additional move ‘BT removing Huawei equipment from parts of 4G network‘, we see “In a statement, the UK telecoms group has confirmed it is in the process of removing Huawei equipment from the key parts of its 3G and 4G networks to meet an existing internal policy not to have the Chinese firm at the centre of its infrastructure“, all at the behest of spymaster incredibili Alex Younger. Yet actual evidence of Chinese activities was never given in evidence. Alex does something else and in retrospect to his French, American and Canadian peers something that is actually intelligent. He gives us: “the UK needed to decide if it was “comfortable” with Chinese ownership of the technology being used.” OK, in opposition of American stupidity making claims they cannot support, Alex is giving us the national need and the premise that another government should not have ownership of infrastructure this important. I can accept that, yet in that same light, that equipment should not be American or Russian either. He also gives us: “We have to keep adapting … we are evolving again to meet the threats of the hybrid age … our task now is to master the covert action of the data age“, and he is correct. It does not state that Huawei is a danger, a risk or actively undermining the UK. I get the setting of national security first and in this Huawei might optionally in the future be that risk, it is not the same setting the yanks gave us.

Yet there is the opposition as well. At present not only is Huawei ahead by a fair bit, Engineering and Technology (at https://eandt.theiet.org/content/articles/2018/12/china-continues-to-dominate-worldwide-patent-applications/) give us: ‘China continues to dominate worldwide patent applications‘, it is a lot larger than Huawei, yet the stage we need to comprehend is “China submitted 1.38 million of the total 3.17 million patent applications submitted“, and a chunk of that 43.5% is mobile and 5G technology. China is ahead in the race and as some people start living in denial, the stage we will see in 2020 is not that America will start its 5G part, there will be a moment when China lodges IP cases that oppose patents, and the optional proven stage of patent violations. At that point the nations moving in silly ways will learn the hard way that whatever they tried to overcome will cost them 200%-550% more that they thought it would. The entire patent system will be upside down as technology makers will be found to be technology breakers and that is one side why the US is so opposed to certain levels of protectionism (apart from their pharmaceutical patents). To give you a perspective, China applied for more patents than the US, Japan, South Korea and the European Patent Office combined, the difference is that big, there is a second benefit to a worldwide growth in IP filings and some technology offices will soon encounter the receiving side of a desist to move forward lawsuit. The Apple Samsung war in patents has shown that impact for years and when any firm is stopped in their tracks, for any 5G violation, you can flush that 5G implementation timeline down the toilet.

ZDNet gives us: “Sprint announced that it is now the fastest mobile carrier across New York City, providing customers with access to its gigabit-speed LTE services after upgrading its network in preparation for 5G services going live next year“, which sounds nice, yet when we see: “launching a 5G mobile service there in the first half of 2019“, the way the dates were given last week personally implies to me that any setback gives reason that there will be no 5G before Q3 2019. Now, I might be wrong here, yet in the past we have seen again and again that these timelines were never met and the pressure is really on this time around, making setbacks and delays even more likely. So a we see New York, Los Angeles, Las Vegas, Washington DC, San Francisco, Seattle, Chicago, Atlanta, Philadelphia, Detroit, Miami, Indianapolis, and Phoenix moving into the 5G realm, we now see the absence of an earlier mentioned Boston, Sacramento, Dallas, Houston, So as we see San Francisco, I see no Mountain view, no Palo Alto and no San Jose (consider https://www.youtube.com/watch?v=CnzTgUc5ycc, just a little Helix for the fans). So will San Francisco get 5G, or will Google and Facebook infested Mountain View get the5G? The problem is not whether it comes now or later, the fact remains that implementation and deployment had to be done and be past the 100% deployment preparations 6 months ago and the players left it to the final moment, whilst some of the infrastructure should have been available a long while ago.

The setting is not merely 5G, it is the availability that is connected to all this that follows. Part of this situation is given weight to issues when we consider Telecom Lead giving us (at https://www.telecomlead.com/5g/192-operators-start-5g-network-investment-gsa-87745). The quote: “192 mobile operators in 81 countries are investing in 5G network as compared with 154 operators in 66 countries in July 2018, according to the latest GSA report released in November 2018” shows us that 15 countries are already late to the start and it involves 38 operators. Now, that might be valid as some are not in the size to be the initial adopters, yet it is merely the top of the iceberg. This Titanic is showing a leak when we get to “GSA also said 80 telecom operators in 46 countries have announced their plan to launch 5G to their customers between 2018 and 2022. 37 networks will launch 5G services in 2020 alone“. If this is the stage knowing that you are in one of the 37 countries. The 9 countries that are optionally launching between 2018 and 2020 might have a local advantage, yet which of these 9 are starting fist, or get to start between 2021 and 2022 is equally an issue to explore. We see: “Telstra, TeliaSonera Finland, Ooredoo Kuwait and Qatar, Zain Kuwait, and STC Saudi Arabia have done 5G deployments using commercial 5G base stations but are waiting for devices to enable service introduction“, here we see Australia to be ahead of the curve, yet waiting for devices implies that it goes beyond the mobile phones, I reckon that there is something else missing, yet what it is and when it comes is not given. The article also gives us the entire 5G trap and the Verizon steps that are in question. It is the reason why I mentioned Telstra 3.5G in the first place. We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?

If that is truly the case, if this is truly verified, will the day that the 5G switch is turned on in the US, Japan and Saudi Arabia show that Saudi Arabia and Japan gives the people true 5G and America does not, does that make them the loser in the 5G race on day one? The question now becomes is Sprint 3GPP compliant, and more important what is the failing of 3GPP compliant bringing to the table?

When I look at the data opportunities that 5G brings, the opportunities that blockchain technology can revolutionise (especially in America) in retail with 5G are unheard of. There is a true growth of investment options available, yet are these opportunities seen as such?

So where is the ruination?

You see, this is the first time in history where high-tech is running ahead in China. In the past, America had the radio, they had the TV, they had video, DVD, Japan brought the Blu-Ray, and the US had 4G first; yet it all falters when we realise that this time around China is not merely on par, they are optionally ahead in the next technology wave, we have never seen this advantage from China before, and at the speed at how they caught up in the past, is worrying many nations as they are now ahead and optionally they can create more headway as they start giving the US less and less advantages, optionally resulting in greater economic advantages for China as America ends up having to catch up now, an advantage of being first which is now optionally no longer with the US.

The question becomes, will the consumers have to pay for that lack of headway? Even as we push for the comparison in the past app stage of 4G, we see that the IP war can become a much larger headache when you are not China, it might be good, it will most likely be bad and in the end we might benefit yet the reality is that massive amount of money will start going to the far east (China) and it will impact all manners of ecommerce soon enough. Yet will that happen? We might know tomorrow as the techboys (and one techgirl), AKA Sundar Pichai, Satya Nadella, Ginni Rometty, Safra Katz and Steve Mollenkopf meet with White House officials later today. So as Google, IBM, Microsoft, Oracle and Qualcomm decide on what happens (or needs to happen) in the next 24 hours, I wonder what concessions they will get from the White House as long as they all finish second to none and give America the 5G pole position result. Ego comes at a price and I reckon that we get to know the cost of White House ego tripping before the end of the year.

In all this, I wonder, can I make matters worse when I ‘give’ 2 billion in IP value to Huawei? When we are pushed, should we not push back? When the others face too late the element of delay by not adhering to logic, and by ignoring common sense, should I give them consideration? That is actually a main point here, as technology becomes the main political pawn, how should we react? We can agree with Alex Younger that any nation needs to negate technological risk, we could consider that he seemingly had the only valid opposition against Huawei, as it was not directed at Huawei, but at the fact that the tech is not British, the others did not work that path, and as we see that technology is cornered by the big 7, those in the White House with an absent person from both Apple and Huawei. We have accepted the changed stage of technology and that might not have been a good thing (especially in light of all the cyber-crimes out there), also a larger diverse supplier group might have addressed other weak spot via their own internal policies, another path optionally not averted. So as we focus on national needs (which is always a valid path), should I hand that 2 billion dollar patent to Australia, who is too often in the pocket of Telstra (as I personally see it), or put it on the market for any to buy it, when that happens, do I create opportunity or limitations?

That is a question that most of us did not consider as the tech market had been global for the longest of times, yet as 5G comes into play, that might soon change and with that we will get new answers, new challenges and a lot more diversity (whilst having to entertain a whole range of new limitations as well). In my view there is an unseen balance between ruination and opportunity, yet this is where time is not a factor, it will be about the connectivity that one offers another and that is when we see that time influences it, but it is not the larger factor of influence. It is a market where diversity becomes an enabler against time (partially in opposition of time). I stated this before. As 4G gave us the golden path towards ‘wherever we are‘, 5G will be largely about ‘whenever we want it‘. It affects ‘on demand’, it enables ‘I need it now’ and it gives rise to security, automation and non-repudiation to a much larger extent. We have clearly seen that Huawei and China are in pole position of that race, and we must wonder who of the other players can catch up in time offering the full 5G with all elements validly in place (not using Verizon’s own 5G specification, or a version thereof).

I look forward to 2019 as I have already found 2 optional gaps; I wonder how many more I will find.

 

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It’s a bulletpoint

We all have these days. We have moments where we are confronted with superiors (or bosses) who seem to be able to do anything based on a one page memo that is drenched in bullet-points. It was an almost Neanderthal moment in management when those (getting tertiary education) were all brought up with the belief system that a memo is one page (which I can partially agree with), yet that memo should merely consist bullet-points that bring the goods.

I always thought of that part as an absolute load of bollocks. I can agree that sometimes luck works in our favour and that is exactly what happens, they are however rare. You see, the bullet-point might be correct to some extent, but you can only see part of the view with bullet-points. An actual tactical or strategic business setting is properly set in a SWOT analyses. If it is a serious action, that is what you need, because the boss requires the opportunity, yet he must also know the threat and the weakness. Some decisions are merely based on the balance of merits; do the strengths and opportunity outweigh the weakness and threat? That is the game we face in most business ventures and as they move forward. The Netflix balance, the ‘Nine+Fairfax=NEC’ setting, the setting that we saw in Natixis, Ubisoft and Verizon. The last one is apparently not focussing on big Mergers, that is, until we get the allegedly implied news in upcoming October, when in the black out period of Verizon Hans Vestberg will make an interesting announcement. This is not merely about the ‘fast-growing global market‘, this will be about the upper hand and those with the data will have the upper hand, plain and simple.

So when we go back to 2018, where the state of the union treated us to ‘President Trump claiming the military defeat of ISIS‘, yes, also I have a bridge to sell you, nice view of the Tower of London, going cheap! In that same setting we see the New Yorker giving us: “Trump was holding a press conference, a few blocks away, with the Presidents of the three Baltic states. He was visibly angry when asked about Syria. “I want to get out,” he said, his voice rising. “I want to bring our troops back home. I want to start rebuilding our nation. We will have, as of three months ago, spent seven trillion dollars in the Middle East over the last seventeen years. We get nothing—nothing out of it, nothing.” He called it “a horrible thing.”“, here I have to say that he was not entirely incorrect. There is no return on investment. In a war against terrorists, unless you are willing to become, or unleash the monsters, any fight against monsters is a cost, and will remain a cost; there will be no return on investment.

Unless you are willing to properly strike back, this fight will go on and on. The events in the New Yorker were in April 2018, three months after the so proclaimed not really existing victory. The New Yorker brought the news one day after Haaretz gave us: ‘Trump’s White House Says Military Mission to Eradicate ISIS in Syria ‘Coming to Rapid End’‘, a rapid end and not in a good way. Haaretz also emphasises on “Trump said Tuesday that he expects to decide “very quickly” whether to remove U.S. troops from war-torn Syria, saying their primary mission was to defeat the Islamic State group and “we’ve almost completed that task.” Trump’s national security team is advising against a hasty withdrawal even as he makes his preference clear: “I want to get out.”“. that was the setting in April, now a mere 84 days later we are treated (at https://www.theguardian.com/world/2018/jul/25/dozens-dead-suicide-attack-syria-sweida-isis) to ‘Surprise Isis attacks leave more than 200 dead in south-west Syria‘, several credit cards will not charge interest the first 90 days, not ISIS, the interest was served quick, to the point and basically deadly precise. The by-line giving us ‘Suicide bombers strike targets in Sweida city and launch simultaneous raids on nearby villages‘. That is the setting less than 24 hours ago and the directness of the attacks imply that we will see more over the next 4 days. This is not a quick hit and run, this is a message to President Trump that his Trumpet is false and full of lies.

As we are confronted with “The militants are also believed to have kidnapped dozens of people and taken them back to their hideouts. Local sources said the attacks began almost simultaneously in the early hours of Wednesday, between 3.50am and 4.30am“, we see a setting of coordination, creativity and direct action. Not merely proving that the State of the Union setting was wrong, it is a setting that implies that a lot more resources are required. In addition, it also proves that we need to shift gears and reactivate the monsters that can take care of business. This is not the theater of Chicago windy city makers; this is the battleground of people like Academi and the Wagner group. Yes, there is a case where it might be better that the actual governmental military organisations do the work, but it seems that America did not have the stomach for it, the Europeans and NATO are locked in everlasting debates and Israel is eager to stop it all, but that means a direct was with Syria, which it prefers not to be in. So there are not too many options at present. Even as the media at large is setting the stage on a Putin-Trump option, we see in equal measure on how Assad won and Trump is fine with that. We get loads of writing, but none of it reflects a solution and with all the papers all printing the same photo, all claiming a death count that is somewhere between 200-220 we are told that the count is high, yet they do not give us that this happened 35 Km from Jordan, 90 Km from Damascus and 90 Km from Israel. I think that the message from ISIS is clear. There is an issue; ISIS is still a player in the region and yes, from all we can tell ISIS with this one act melvined President Trump pretty much on the spot.

Yet everyone’s question will be how to counter this and deal with ISIS. From my point of view we see a setting that cannot be resolved the way it has been, it requires a different scope of activities and a very different level of investigation and intelligence analyses. That evidence is seen in the way the surprise attack went through and pretty much every part of it was a success (form the ISIS point of view), giving is to wonder how incomplete the current level of intelligence data is to begin with. We were aware that there is too much intelligence ego in Syria (or Iraq for that matter). Even now, in the last few months as sources go out and admit (or proclaim) intelligence failures in Israel, the US, NATO et al. Even as the Syrian nuclear reactor is the most visible one, the quality of the workers gathering the data, often in am allegedly precarious double agent setting tend to be not the greatest sources of intelligence. A less reliable source is seen in open source intelligence where we can get a taste of some things happening, but for the most the reliability is too low to be of operational use, even after the facts deeper digging tends to show issues that after the fact seemingly it could only have contributed towards failure, not towards success.

Iran is the second setting where some go from the balance of probability in a algorithm setting that dictates the tactical push forward, yet the people involved tend to forget the oldest IT setting in any data analytical collective where the protocols of GIGO are in effect, a given law that dates back to 1982 when I was in the Middle East for my own adventure. I always see (or better stated I have seen too often) that the officer’s response of GIGO would be: ‘some of it can be used‘, yet the setting Garbage In Garbage Out is merely the setting that as Garbage was accepted, all data involved becomes tainted, or is tainted. Those who bring you ‘some of it can be used‘, tend to rely on the creation of truths by aggregating false flags. So the setting where: ‘he never relies on computers’, we get ‘must create notes on their intelligence’. The one setting where he does not use computers because the person was dyslexic was overlooked. Aggregated data can be useful against the singular observation in a timeline, it gives the unit against the volume, but if one false flag was false, the others lose value and the column setting is no longer reliable. GIGO is devastatingly simple and pretty much always a given truth (or is that a confirmed non-false?), yes, I am at times that funny.

this now takes us to a setting almost three weeks ago in the Washington Post (at https://www.washingtonpost.com/news/made-by-history/wp/2018/07/09/russia-and-the-u-s-have-common-interests-in-syria-but-it-may-not-matter), where we see: “Last week, national security adviser John Bolton said that the meeting could offer a “larger negotiation on helping to get Iranian forces out of Syria” and that an agreement could be “a significant step forward” for U.S. interests in the Middle East“, it is a statement that I cannot agree with. You see, even as Iran in Syria is an issue for Russia, it is not the same where Iran is an American problem, pure and simple. Russia has a setting where it wants to waste as much of the resources that NATO and America have, plain and simple. There is plenty of data proving that. I have nothing against John Bolton, I do not know the man, but I know he has been out of ‘circulation’ for almost 12 years. He is however not that devious. He sails a straight course (a commendable setting), in this he was always against the Iranian deal, he has been advocating regime change for both Iran and North Korea. It does not matter whether he is neoconservative, pro-American, or a nationalist. The settings that are clearly out and visible is that he has placed his country before his personal interests again and again and that is always a good thing (a lesson Democrats should learn at some point), yet when we look at Politico (at https://www.politico.com/story/2018/07/25/bolton-cabinet-meetings-mattis-pompeo-trump-740429), he is also doing something dangerous. It is seen in part with: ‘Cabinet chiefs feel shut out of Bolton’s ‘efficient’ policy process‘, followed by “Defense Secretary James Mattis has gone so far as to draft a letter requesting the national security adviser hold more gatherings of agency and department chiefs“, this is followed by ““He doesn’t want to ‘meeting’ an issue to death,” said one White House official. “He wants to make the bureaucratic process more efficient so that decisions can be made at the principals level.” But across the U.S. national security establishment, there’s a growing sense of a breakdown in the policy process since Bolton took over the National Security Council on April 9“. From where I am sitting, it creates a different friction. The different stations always had their own way of registering intelligence and it is in the misinterpretation of each of the used Thesaurus, that is where the data gap is starting to form, an international data point is not seen the same by the NSA, DIA and CIA. This gets me to my party favourite, what is another word for ‘Thesaurus‘? It is funny when you think of it, because as there is no synchronicity between Defense Secretary James Mattis, Secretary of State Mike Pompeo, Director of the CIA Gina Cheri Haspel and National Security Advisor John Bolton, they only think there is synchronised thinking (they nearly always do). So now we have the hats of the big cheeses in a similar direction, but not in the same direction, it gives us the issue that there are losses, losses in intelligence, losses in data and losses in translations, and lets not forget an overall loss of quality. That tends to be a much larger problem, and that problem will hit the desk of Director of the FBI Christopher Wray a little sooner than he bargained for. It also sets a very dangerous precedent. You see, it is mishaps like this that caused the deaths of Ambassador J. Christopher Stevens, Sean Smith, Glen Doherty and Tyrone Woods. I see it as a setting where people that need to act are getting more than one version because of the lacking intelligence cohesion, which was never great to begin with is now in a setting of decay. I get where John Bolton is at, but the red tape has one setting which is intelligence quality, that is now too in a stage where the Dodo went. You see, the politico quote ‘cutting unnecessary bureaucratic red tape, pushing the nitty-gritty discussions to lower levels‘ shows the foundation of a good thing, but pushing certain issues to a lower level also means that the accountability and responsibility is brought down, whilst at the same stage, the essential lack of security clearance at that level also stops optional security leaks and as such some information will not be available at lower levels. So if ISIS decides to become surprisingly creative again and we see in a future news setting that they decided to visit Al-Umawyeen St, Amman, Jordan, We will see an entirely new escalation, one that President Trump cannot walk away from, in equal measure, if the changes by John Bolton enabled that scenario, we will see another setting where a National Security Advisor will immediately go into retirement and focus on his family life (the present assigned young-ling is 69 after all, so that excuse will be readily accepted).

So the shorting of the memo’s relying on bullet points, whilst setting the strategic placement of people to be placed at the point of a bullet is not so far-fetched, is it? Even as we will soon see that this gets paraded as a once off event, a rare option where ISIS got lucky. Remember that this was not merely an explosion. It was that, in addition the abduction of people and activities in other places as well that it all went down at the SAME TIME. It was not merely coordination; it required funds, facilitation of events and goods that were available at the right time. Should you consider my folly (never a bad thing to do), consider the one setting that we did not get to see in the news. The distance from the Zaatari Refugee camp to Al-Umawyeen St, Amman, Jordan is a mere 60,224 metres; I have actually walked that distance, so when we consider the dangers in place and we accept that there are ISIS sympathisers in Zaatari (we do not know how many), the one issue that the US cannot allow for is any more miscommunication between intelligence operations. On the plus side, if it does happen, Hollywood can do another movie, John Krasinsky was awesome in the Benghazi story, and he could prepare his Jordanian language skills if he reprises his role at: The Markaz, Arts Center for the Greater Middle East 1626 N. Wilcox Ave, Suite 702 Los Angeles, CA 90028.

You see there is something in this setting for everyone, whilst me successfully avoiding bullet points until the very end, how crazy was that?

#BulletPointsAreAlwaysInaccurate

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The Global Economic Switch

There is a shift going on, now this shift is still in the planning stages, but the switch is very real and as we see the crumbling switch from enabler and entrepreneur, the US is moving towards becoming a mere consumer and dependent user. That is a switch some might have seen coming, others have not seen it at all and some are still in denial, claiming it is a short term inconvenient stage. I have no idea which is true, but the events that are a given are showing to be more than a mere short term event and the diplomatic impact will equally show to be a long term impact on what the US had and what it will become. Now there are indicators, but the image is not seen in a single view, so let’s paint this picture for you whilst adding the sources.

Saudi Arabia

The Saudi Arabian announced investment (at https://www.cnbc.com/2018/03/05/saudi-arabia-and-egypt-agree-to-a-10-billion-deal-to-build-a-new-mega-city.html), is actually a lot more than the $10 billion forecasted, because the value as I showed in over the last year is more than becoming a reality, it is now in a planned stage, and planned much larger than I foresaw it going. It starts with “Saudi Arabia and Egypt have agreed to create a $10 billion joint fund to develop a mega-city in Egypt’s southern Sinai Peninsula, with both countries committing more than 1,000 square kilometres (386 square miles) of land to the new project“, you see, depending on the distance from Sharm-El-Sheikh the infrastructure will grow much faster and even as they will rely on what Sharm-El-Sheikh has, the growth of this new Mega-city could be the start of the tech-hub that benefits both Egypt and Saudi Arabia. As the technology hubs grow, so will the economy. It is also the first part to start getting combined 4G/5G preparation in place, because as this technology becomes available Saudi Arabia now has a first advantage in both upgrading its services and that gives optional access to 23-32 million out of a 95 million population. With the tech hubs, both the Sinai one as the half a trillion dollar NEOM, there will be a massive growth in dependency and requirements for technology. There is in addition, the Barcelona World Mobile Congress where on February 26th Huawei announced its full range of end-to-end (E2E) 3GPP-compliant 5G product solutions, now the other players will be following, yet Huawei has an advantage for now. With “The featured products are also the only available options within the industry to provide 5G E2E capabilities” we see that Huawei has chosen a path that allows them to grow and they will not be alone, but for now they are ahead of the crowds, so even as we see now “Huawei partnered with Zain Saudi Arabia, signing a Memorandum of Understanding promising to develop a new network strategy in the Kingdom. The aim of the MoU is to accelerate the realization of 5G networks and assist Zain in building the most advanced end-to-end networks in the region. The two companies will work together to accelerate the deployment of 4.5 to 5G networks, make further advances towards full cloudification, and produce additional strategy and planning in the field of ICT Synergy Cloud” (at https://www.arabtimesonline.com/news/huawei-outlines-vision-5g-future-co-unveils-latest-innovative-products-solutions-mwc/) merely a day ago. I gave that indication almost two weeks earlier, so how is that for a prediction. So even as the US is setting the bar at “Chicago, Los Angeles, Dallas, Atlanta, Washington, DC and Houston” to be the first with 5G at the end of the year, what happens when you need to reach out to Wall Street and Manhattan? Will that be merely 4G, or will you suddenly experience other issues (between providers, reception issues and so on; oh, and as you go from protocol to protocol switching per cell tower on the move, watch that battery power drain as the battery percentage goes down like a timer in seconds 75, 74, 73, 72, 71 and so on. Please do not take my word on this, it is much better when your own eyes see the battery counter go down, it adds to the dramatic effect when you hear me howl with laughter (stating: ‘I told you so’). So even as the article ended with “Ken Hu, Huawei Rotating CEO, said: “The intelligent world is drawing near, filled with potential and possibilities. Ground-breaking technologies like 5G and IoT promise to solve complex business challenges and improve the lives of the population. Yet challenges remain on our path before these dreams are realized. MWC 2018 was an excellent opportunity for us to meet with other leading companies and discuss how together we can overcome these obstacles, achieve sustainable business growth, and Build a Better Connected World.”“, I will admit that I have an issue with that part, you see with ‘IoT promise to solve complex business challenges‘, we see the implied solution, but the IoT (Internet of Things) is merely the applied hype word in a solution that has not been designed yet. It is true that the application of IoT is a solution in itself towards a whole shoal of options and challenges, but as we consider that the 4G smartphone brings solutions, it requires the apps to be there and solve actual settings and that takes time, like all other needs. In that regard I see the IoT as the old sales technique of selling a concept before the product exists and I always thought that to be a broken non resolving approach to the greedy salespeople coming with a ‘pay it forward’ solution that is paid for before the product has been completed. It is a dodgy need, because in the end the (business) consumer needs and actual product to work with. Yet that might just be me imagining things.

United States of America

The view here starts with the Financial Times, who brought us ‘Currency markets send a warning on the US economy‘ (at https://www.ft.com/content/de57a6a2-1e32-11e8-a748-5da7d696ccab). So even as this is about the financial markets, there are a few points to take away from that. First there is “The pattern of higher interest rates and a weakening currency suggests that on multiple dimensions US assets now have to be put on sale to convince foreigners to hold them or induce Americans not to diversify into overseas assets. This pattern is relatively uncommon in the US though it happened in the Carter administration before Paul Volcker’s appointment as chair of the Federal Reserve and in the Clinton administration before Treasury secretary Robert Rubin’s invocation of the “strong dollar” policy. It is fairly ubiquitous in emerging markets where it reflects anxiety over a country’s policy framework“. The dangerous part here is ‘convince foreigners to hold them or induce Americans not to diversify into overseas assets’; you see it is a move of limitation, either the non-American buyer holds onto the for a much longer time, which needs convincing (usually with higher yields), as well as stopping Americans to go overseas into other markets, so it is not actually an ‘or’ situation, it is actually an ‘and’ setting where the inclusion needs to be both to remove doubt and volatility. The article ends with “The confidence of global markets is much easier to maintain than to regain. Currency markets are sending a signal that the US is not on a healthy path. Its time for the US to strengthen the strong fundamentals on which a strong dollar and healthy economy depends“, you see that view is set not merely in the war of tariffs, it is set where the global markets have been seeing a decline in US activity and more important acts that show that the US economy is feeble and the US infrastructure is not in strength, it is merely getting by and that is a dangerous place to be in. Even as I predicted that the inactions and the inability to act against Russia will be felt when Russia calls the bluff of America, it is now showing that the US on a larger scale is showing to be set towards a series of hurdles that will stagnate its economy and over the long haul (within two years) will show the danger of another recession, so when that happens and projects get halted, how will Sprint and other players pay for 5G? Entrepreneurial innovation tends to demand buckets of cash, cash that is not available, certainly not readily. Protectionism is merely the first hurdle and one of at least three in the setting of the tariff war. The Financial times gave the people the biggest fear and doubt on February 21st with “US ‘too big to fail’ regime set for Trump overhaul“, that ‘too big to fail‘ has been used before and a whole bunch of billionaire grapes got bitten rather badly in Europe. It is not merely the Chapter 14 implementation with the by-line ‘to shield the tax payers’, it is the text “Both Wall Street and overseas regulators have warned the administration over the dangers of dismantling the system but the Treasury said it wanted to narrow its use so it could serve only as a last resort“, the fact that ‘narrow’ and ‘Wall Street’ imply that the Chapter 14 will lack the teeth it needs and as such it is another parachute for the 1% bankers, banks and those making upwards of $253 million a year. So how much will this marker cost the tax payers in the end? Even as there is an abundance of recession fear articles and announcements by the media at large, that part even as it is likely to happen, it is not certain to happen and that fear needs to be removed (by other means than the Chapter 14 messages). You see, the problem is that the 1% has enough wealth to survive the next two recessions, whilst the quality of life of the other 99% has not been pushing forward towards the level it needed to be. So they will get hurt really bad if another recession happens within the next 16 months, which is close to all speculated views by the media at large. Whilst that is not much of an indication, the events in Saudi Arabia is only one element, the other elements is the one we will see next

Other players

There is more than one player in all this. The first is seen by CNBC (at https://www.cnbc.com/2018/03/05/saudi-russia-oil-deal-leads-to-bigger-russia-role-in-middle-east.html), where we are treated to “The partnership with OPEC, led by Saudi Arabia, allows Russia to strengthen its hand in the Middle East at the same time the U.S. role has been diminished“, the diminishing of the US as stated by other sources closes doors to the US on several shores, a dangerous change that comes at one of the least fortunate times. The quote “it is now the foundation for a broader relationship that has the potential to reduce already waning U.S. influence in the Middle East” is foremost set to the chilling friendships with Syria and Iran, it is not merely there. Turkey has been out of control for the longest of times and now that Turkey is smelling blood, it is trying to get much more out of the US, making them a very expensive ‘friend’, more so, the question becomes was Turkey ever a friend? In that whatever bites there could hinder the US with its access to the Middle East at large. Should Incirlik and Izmir become an issue, the economic print of the US would drastically change, because that would require the US to find a way to grow the option to get a base in Saudi Arabia and optionally in Israel. Whilst neither is a given, the costs of that will be staggering and the economic footprint of the US will equally become an issue down the road. Even if there would be an option to get one in Western India (who would like that economic windfall in their region), it would be a drastic fund pressuring move for the US.
Another option would be in Egypt and if that becomes an option it would in the longer term benefit both Egypt and Saudi Arabia, whilst Egypt gets to grow its stability in the Sinai, the US would become a much larger target in Egypt, wherever its base would be placed. So that too would come at a cost for the US in a time it needs to turn over every dollar it spends. Another is Jordan, but there is no way to tell the impact, the costs and the options in that regard as I have no clear information or sources to give at this time. You see, the memorandum of understanding was signed with Jordan with Rex Tillerson a mere 3 weeks ago, so adding a conversation of adding a US base there might not be the one that would work (pure speculation from my side). In addition, the EU News (and others) who gave us “Commissioner for Trade Cecilia Malmström added: “These US measures will have a negative impact on transatlantic relations and on global markets. In addition, they will raise costs and reduce choice for US consumers of steel and aluminium, including industries that import these commodities”” gives rise that there is a cooling of ‘friendliness’ between the EU nations and the US to some degree, so there is that impact as well. I am not talking about the tariff, I am talking to the diplomatic language where Dutch Prime Minister Mark Rutte gave us “Relations with the United States can no longer be taken for granted“, which is not a good thing as the Dutch port of Rotterdam is the gateway to Germany and its industrial heart, in addition the US pressures on France regarding the Iran nuclear deal could impact the two, but that is not a given, even better, it is unlikely to be an issue, which is a plus point, for the US for now as the Italian elections are over and the anti-EU parties made a massive gain (from 4% to 18%, whilst they surpassed the Berlusconi party) is still an issue in play. I agree with the Guardian that stated that the EU-issue is not in play, but as we see (at https://www.theguardian.com/commentisfree/2018/mar/03/italian-elections-european-union-populism), the need for Berlusconi was the man to save them from populism has now become a non-reality, the impact will grow and in that matter the US would need to play nice, very nice with Italy. You see there was always going to be an issue with Matteo Salvini, yet the fact that they became the largest party with 37% was unforeseen. There is no issue with iExit as the Italian version of Brexit is called, but its anti-immigration policies will give headaches for many EU nations and as the impact of US-EU nations is cooling, becoming an enabler for Italy might be the wiser of solution for the US. The BBC (at http://www.bbc.com/news/world-europe-43294041) gives much more, but the power is at the end with “Voter frustration here in Italy but evident and ongoing in Germany too surely shows it’s time for Brussels to sit up and really pay attention“, the shown fact that Brussels have not been doing that is the anchor around the neck for the EU and that will impact the US numbers as well. Even as Germany was the biggest friend of the US in the EU, the tariff and, the EU army and the need by America for Germany to play a larger role in the EU borders (taking some pressures from the US) are all elements that put more and more pressures on the US, even as some of the needs by the US are very valid, we need to realise that Newsweek gave us “Germany’s top diplomat has told foreign policy experts that his country’s relationship with the U.S. has suffered irreparable damage under the administration of President Donald Trump“, even as the damage began in the previous administration (to a small extent), the chosen path by the Trump administration has been adding negativity to it all. Syria must be seen as the largest of catalysts in that regard, it is merely my sense of humour that the Germans see the forced ‘friendship‘ with the French as a larger issue than the actual absence of the US in all that, but that is just my take on humour.

All these elements are part of the economic switch in all this, in support of this, there are sources that show that Saudi Arabia wants to grow its arms industry and as SAMI (Saudi Arabian Military Industries) is sitting down with the Russian who are eager to accommodate, I need to wonder why the hell Raytheon and Northrop Grumman were asleep at the wheel, or decided to remain vacant from that setting. So even as Remington (American outdoor Brands) has a product of sheer excellence, they are now not at the middle Eastern table, but in a novel mentioned in Chapter 11 and seeking a quick sale, perhaps someone can tell me how much could have been gained at the Riyadh SAMI conference table? So even as we read (at http://www.business-standard.com/article/international/saudi-arabia-wants-to-make-their-own-weapons-russia-eager-to-help-118030300622_1.html) that “likely to alarm American policy makers, who worry about losing ground to Russia and China in the Middle East“, where we see that this is understated to the largest degree. With “They’re already planning to buy the Russian S-400 air-defense system, under a deal that would let them manufacture related products at home” as well as “Half of Saudi procurement is supposed to be done locally by 2030, from about 2 per cent today” we see the extent of the market lost for both Raytheon and Northrop Grumman as two of the largest players in that field. Someone (more than one player) was asleep at the helm and by playing the card of exclusivity the ended up playing the card of exclusion, which takes them out of the game as such and that is the issue in this, because as far as I see it we have not seen such a large shift of plays optionally towards Russia and away from the US since before WW2, perhaps it might be more correct that this has never happened to this degree in history, that too is a factor that must be considered; so, suddenly the extended play changes. I mentioned part of this on Feb 24th (at https://lawlordtobe.com/2018/02/24/losing-values-towards-insanity/) in ‘Losing values towards insanity‘, yet I only had some unconfirmed parts and no idea why I had some parts, I had these parts a week ago, yet all these parts came to me over the last 24 hours with 1-2 exceptions, now we see a shifted picture. When we consider LLC Megaline (as well as Concord Management and Consulting) where Yevgeniy Prigozhin and Dmitry Utkin allegedly have been preparing to grow an ICT/Mobile infrastructure in Syria, that whilst construction fortunes would be coming their way too, the entire growth with Saudi Arabia as an optional side allows those two to split a few billions between the two of them, whilst at the same time growing the other fields they have access to and get a seat at the Saudi Arabian table at the same time. A side I never saw as I did not have the information I have read over the last 24 hours. To get any additional part in that play could set me up for life within 3 years, to get a 400% better lifestyle in 36 months than the 36 years of hard work allowed me to get is what would get any person to change their pupils to dollar signs and that is merely in their need for ICT, Data farms, Mobile facilitation, Data systems, forecasting, reporting and logistical infrastructures. In all this we see the clear evidence as given by several players that is now on route in a place where the US has a setting that is diminishing, so as those currencies go elsewhere, do you think it will not impact the US economy. That is apart from the greedy pharmaceuticals that are now pushing on India for the longest time. It is an additional place where non-US players will have options to gain market share. All that because certain players in the patent field were enablers towards the few greedy US pharmaceuticals as they increasingly ‘demanded‘ more and more outside of the patent scope that was once given (the attempted Trans Pacific Partnership was clear evidence of that), now we see hat impact and the US is at the axis of an economic switch where someone else will soon decide whether that switch will be switched on or off, no longer as the setting where the US sets the status, which is something the US has not faced before ever as far as I can tell, even the 2004 and 2008 events did not remove that option from them, but that is now a reality from sources like Bloomberg, Reuters, the Financial Times, CNBC, BBC and other players are setting the view that we are getting now. Even as none as saying it outright, the news as given provides a speculated picture where that may become a reality. I do believe that it could be prevented to some extent, but at the current course of the US ‘Kingmakers’ and ‘Wall Street regents’, that reality is slowly being removed from the US table of decision makers and once that reality hits, when they have to report that the Switch is set to ‘OFF‘, the impact will hit pretty much every market where the US is policy maker.

A world where the US player involved goes from being exclusive to excluded!

I wonder how the media will then cover it and who will they blame, because they will always be about laying the blame.

 

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Freedoms removed by Amazon

One of the most outrageous articles of the year hit me this morning, via the Guardian off course! The piece in question is ‘Amazon proposes drones-only airspace to facilitate high-speed delivery’ (at http://www.theguardian.com/technology/2015/jul/28/amazon-autonomous-drones-only-airspace-package-delivery). In the first, since when does a company decide on traffic rules? Can anyone explain that to me? In the second, since when is a company allowed to set FAA rules (or in general rules of flight regarding safety of airspace)? In the third, how in the name of all blazing hell does a company decides on how amateurs, hobbyists and innovators do their work?

Well, it seems that Amazon has stepped up to the plate to ‘suggest’ a few changes. Let’s face it, Amazon is a place of nothing, a mere grocery store for parchment products. In the UK they paid £11.9 million in taxation and the year before that £4.2 million, so why should we give them even the slightest consideration? The Australian Amazon site is limited to kindle stuff, so they pay even less there. You know, they are big in Luxembourg, so there is every possibility that they can pursue their drone packaging strikes in that country. But to give any consideration outside of Luxembourg and the US is a little too strong, so the quote “Amazon is proposing that a pristine slice of airspace above the world’s cities and suburbs should be set aside for the deployment of high-speed aerial drones capable of flying robotically with virtually no human interference” should not be taken too seriously.

We cannot fault Amazon for having vision, but it comes at a cost. You see “It envisages that within the next 10 years hundreds of thousands of small drones – not all of them Amazon’s or devoted to delivery – will be tearing across the skies every day largely under their own automated control” shows us that there would be a massive drop in the need for delivery people, which is not good for job security. Now, in opposition, these things happen, when people started to correspond through their computers, the people did not think it would grow beyond the realm if Geeks and Nerds, now, the bulk of the population has not touched parchments, quills and ink for a long time. Less postman were needed and on a global scale dogs were in mourning for nearly a decade.

Now we get the part that Amazon thinks is visionary “The company’s aeronautics experts propose that a 200ft slab of air – located between 200ft and 400ft from the ground – should be segregated and reserved for state-of-the-art drones equipped with sophisticated communications and sensing equipment and flying at high speeds of 60 knots or more. A further 100ft of airspace – between 400ft and 500ft – would be declared a no-fly zone to act as a buffer between the drones and current conventional aircraft such as passenger and cargo planes, thus mitigating fears about the impact on manned flight or dangers posed to people on the ground“.

I wonder how these aeronautics experts got their degree, perhaps it was added to the side of the pot of vegemite in an effort to market the product to Americans? Perhaps their degree was the wrapper for Troyer Roll Butter (if you know the product, the joke makes sense, Google it!). You see, the sky is filled with these weird things, that need to be all over the place, they are called helicopters, the police uses them, the press uses them and oh, yes, the emergency rescue services uses them all over the world, also in city areas. So this ideas hold a few operational holes even before it is seriously considered.

There is an additional concern. We do not deny that drones will be the big thing in the next decade, which also means that indie developers and visionaries will emerge, so is the quote “segregated and reserved for state-of-the-art drones equipped with sophisticated communications and sensing equipment” anything else than an attempt to crush market growth and keep it in hand for a few established brands? How will that ever be any good for innovation? Furthermore, the image gives way that hobbyists, rural hobbyists will be pushed from their rural live to little spots, just like the Native American Indians were. In my view, if you want to be top dog, you’ll just have to create a superior product that can anticipate these events. By the way, helicopters come in all these areas, including in the no fly zone, so this idea is saturated with bad insights from even before day zero. Not a good start me thinks!

So in reference to the position papers where the call states “It calls for a “paradigm shift” that will allow hundreds of thousands of small unmanned aircraft to fly under their own technological steam without the current involvement of humans through air traffic control“, that part could only work if there is one player, once there are more, if becomes a technological jungle of miscommunications and lost handshakes due to iterative updates, flaws and glitches. So how about letting drones work above the freeways and major lanes? It would not hinder anyone, hobbyists and innovators continue and unless a helicopter absolutely must land on a highway (likely medical emergency) they can continue without any hiccups.

Wow, I just solved the ‘lack’ of free airspace in 7.2 minutes. How clever am I?

Then we see “Amazon sets out five capabilities that drones must meet if they are to be allowed to fly inside the new 200ft high-speed corridor“. well let’s just agree that this is not up to Amazon to begin with, the fact that they precede this with “to realise that futuristic vision safely“, implying that they are working on a solution only they will offer, laws must abide with… In my view it is not up to them, many nations know that drones will be the new slave labour force (read: unpaid population that will drive others away from a job), which is a little out there (the way I framed it), but the reality is that this market will massively evolve over the next 2 decades and we have to give space to innovators and visionaries, not limit their scope to the need of “sophisticated GPS tracking that allows them to pinpoint their location in real-time and in relation to all other drones around them“, which is basically stating that drones must be a product made by DJI, Raytheon or Northrop Grumman to be allowed in this airspace. Amazon does NOT get to make THAT call!

the additional quotes “Online flight planning that allows them to predict and communicate their flight path” and “Communications equipment that allow them to “talk” and collaborate with other drones in the zone to ensure they avoid each other” give additional notice to forcing us into a one player path. That is not what innovation is about. First the TPP is pushing innovation to the mercy of big business, now Amazon add more limitations here? That is not a playing field that the world signed up for.

So as we see that hobbyists and indie developers (and visionaries) are slowly pushed into reservations like the Native American Indians by the quote “Under Amazon’s proposals, by contrast, hobbyists would only be allowed to fly within the new 200ft-400ft corridor if their vehicles were equipped with the latest hyper-sophisticated gadgetry for autonomous flight. Otherwise, they would have their activities confined to geographically demarcated airfields in relatively unpopulated areas that would be set aside specifically for the purpose” we have to wonder what Amazon has up his sleeve. Because either the US government is so bankrupt that it will agree to anything to not collapse before the results of the next elections, or is Amazon just waving in the air to be noticed?

The quote by Brendan Schulman, drone lawyer and senior executive and DJI gives us additional issues regarding the Amazon statement “by far the greatest use of unmanned aerial vehicles today was by amateurs. That’s currently by far the most common use of the technology, so before you disrupt their experience you want to think carefully about what slice of airspace would really be needed by these new technologies“. I would say ‘Amen!’ to that, because the issue that the article danced around (perhaps intentionally) is that Amazon needs to adhere to established safety protocols, we do not change protocols because of Amazon. I can agree that down the track changes will have to be made, but that time is not now and especially as the paper ignored several basic avionics issues.

Which now gets me to the paper where in a mere flash something stood out to me. Consider the quote “Amazon believes the current model of airspace management will not meet future sUAS demands, particularly highly-automated, low-altitude commercial operations. A paradigm shift in airspace management and operations is necessary to safely accommodate the one-operator-to-many-vehicle model required by large-scale commercial fleets“, in that apart from a massive dose of arrogance, we see “the one-operator-to-many-vehicle model required by large-scale commercial fleets“. So it is already on the premise for big business where one controller manages 100-200 drones. The shift of a workforce that only requires payment in cc’s of fuel.

In my view, the air is for now still empty, it will change, that much is certain, but it will be the people that decide on how far this goes, it is not Amazon to make that move. I am not entirely certain that Amazon should be the lead at all, but that is perhaps a discussion for another day.

What is in the last part an issue is the small part privacy activists were given. They are all up in arms regarding police and spook drones. Which is massively farfetched as these people have already given away their liberty through Facebook and other social means, so these two parties receive via e-mail all you did, including the amounts of times you ogled the ass of the neighbours wife (and teenage daughter). We seem to forget the massive danger that follows, it is not Amazon with its non-human package delivery system. It is the fact that in any innovation, organised crime follows pretty quickly, because they know that it takes the government up to 5 years to catch up, so in the first 5 years they can strike it rich. Drug deliveries, via cheap drones to penthouses. The paying clientele gets balcony to balcony delivery via a $499 drone and there is no link between the parties. Crime is already making a nice killing here, so the proper focus is not here and when it gets to be in the right place it is already too late.

So Amazon should not be setting the pass for removed freedom, it should set pace to create the right atmosphere, an attempt that they failed miserably from my point of view.

My opinion in this matter is strengthened through a previous article regarding Amazon which was published on March 30th (at http://www.theguardian.com/technology/2015/mar/30/amazon-tests-drones-secret-site-canada-us-faa). The title ‘Amazon tests delivery drones at secret Canada site after US frustration‘ already implies the ludicrous part in all this. A ‘secret Canada site‘. Why? Because a spotter could take a pic? Because of industrial espionage? Actually, that last one is not THAT far-fetched. So let’s leave it for now.

In the article we get two parts that show my view the first is “Into that aerial slice the company plans to pour highly autonomous drones of less than 55lbs, flying through corridors 10 miles or longer at 50mph and carrying payloads of up to 5lbs“, which represents as stated in the article for 86% of all the packages, now that is fair enough, if you want to address 80% of what is done now, yu see a choice that is just common sense. Now part two “The Company wants to offer its customers the ability to have packages dropped on their doorstep by flying robots within 30 minutes of ordering goods online“. Initially that pat makes sense too. Yet combined, we get ordered articles are delivered within a range of 18 miles. Here we account for loss of time for picking up, after which the drone gets 30 minutes, so 18 miles is pretty much the limit, so this is a metropolitan solution, this is less about ‘global change’, but more the need to address the high impact profit places like New York, Vancouver, San Francisco, Honolulu, Seattle, New Orleans, San Jose, Chicago and Los Angeles and a few other congested places. The ‘global’ part was just nice to give it marketing. They need to address congestion and dromes will make sense. Yet the visionary part is that they are trying to address it on a global scale, because if this is accepted, Amazon would be sole player in places like London, Paris, Amsterdam, The Hague, Munich, Berlin, Rome and Sydney for that matter too. That seems to be the reality and it is not a bad idea to have, but in that adjusted view, Amazon does not get to set policy, especially as Europe might develop its own drone solutions. Binding options for developers through ‘sophisticated GPS tracking‘ is what I would call ‘the big No No’.

Brendan Schulman, aka the drone lawyer shows us the merits of my thoughts “Amazon’s Canadian airstrip-in-exile should be a “serious wake-up call to politicians and regulators”. “America has led the world in aviation development,” he said, “but for the first time in history we are at risk of losing out”“.

There is the part, where I made the reference to the TPP. These presentations are all about big business carving their patch making sure no one else can inhabit it. The plane industry is polarised, but drones are another matter, drones can invigorate visionary workers and dreamers, because a drone is not an expensive tool, you can buy them in a game shop and the next kid getting one could be the one who revolutionises that field because he/she thought ‘what if I want to do this, could I alter my app….?’ that is all it takes to create a billion dollar corporation.

The FAA has (according to Amazon) taken much too long to make up its mind, it also stated “it does not believe that drones can be flown safely under their own autonomous control, and is insisting that humans must keep them within eyesight at all times“, which makes it non-profitable for Amazon. For now the FAA is right, but there is no given certainty that this is still a truth in 5 years. The mobile industry, Wi-Fi and sensor market is evolving at an alarming rate, my $699 mobile phone now has the same technological options a $15K digital film camera had 10 years ago, only the lens is the physical difference in quality, so that market will evolve, possibly beyond my comprehension before I die.

I feel certain that the FAA realises this, but they report to others and those people see that drones will be the new orgasmic high for organised crime. Common Law in the US and in the Commonwealth is flawed enough for all players to realise that this opens up massive undeclarable profits for these players. With the one to many option, whatever small chance of successful prosecution of a drug dealer any Districts Attorney had in the past, flies straight out of the window via drone. Here we see how the law has not caught up again.

Should it stop drone development? No! But there are a few sides that need addressing, which cannot be done today, but soon it will be the only blockade remaining. What happens when that day comes?

 

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