Tag Archives: China

Simple History

It all started with a tweet I saw a few hours ago, it was tweeted 14 hours ago. See the image below, Elon Musk gives a response that sounds nice, but he is more clued in on finance, so he was every bit as aware as I am, this is going south really fast now. 

This jugged my memory and I had to search the system (and my memory) for this. It was an article I wrote in May 6th 2020, well over 2 and a half years ago called ‘New World Order’ (at https://lawlordtobe.com/2020/05/06/new-world-order/) where I wrote “Even at 1%, the US will have to hand over $25,000,000,000 in interest, and there the setting is stage, or better yet the stage is set. The BBC reported that “The government has also extended the annual 15 April deadline for tax payments adding to the cash crunch” it is the final downfall acts through a consumer based economy and we will all feel that crunch as the US governing table will now mandatory include a representative of the banks, not some ‘political commission’, no a stage where the banks set the stage of what is allowed to be done.” I was overly optimistic, the tweet gives rise that the interest is a whopping $853 billion, a lot more than I guessed at, over 25% of the entire budget to merely pay interest, no debt reduction, to do that about a third of the budget needs to go there and the impact will finally be visible 15-35 years from now. As I also gave you then “No matter how we see it, the US has no stage to pay for the interest on $25,000,000,000,000. Their economy will not allow for that, so what will drain first, their pension plans, or will they pay out of the unemployment funds? The banks will get their pound of flesh and they do not care how the US brings the numbers, as long as they bring them, when this new bill comes across, the numbers are reached and the needs of the banks can no longer be ignored. Aneconomy by commission driven people, the almost ultimate nightmare towards an economy you do not want to consider.” And now we are there, the USA is inches away of a debt interest of a trillion dollars. Do you still think I was an idiot trying to sell my IP to Saudi Arabia? They are about the only player that has any money left and some there would think my $50,000,000 is mere lunch money for them. The US has no funds left and over the next few years as infrastructure buckles over the lack of repairs and upgrades. The US played the wrong cards all whilst they had very little options to begin with and now it starts to hurt them. 850 billion is a large interest ticket, too large. And it could have been prevented so as the US is now drawing close to sell whatever IP they have to stay afloat, others will own what the US should never have surrendered and as I see it my (still unsuccessful) choice to sell my IP to Saudi Arabia or the Kingdom Holding Company seems to have been the better idea (would be nice for them to buy it) and soon there is every chance that Saudi Arabia will have no problems holding defence options. The US might have to sell their airforce IP to reduce debt by 2-3 trillion dollars. A choice they would have never considered in the past might soon become their only way out and with that sell they would keep revenue away from China as well, so there is more than one reason to do whatever they will decide on. 

A stage I saw coming in May 2020, so how much media was on board? Interesting that they remained silent on serious matters. As such we will see what will come next, but to be honest I left clues in m articles over the last 2 years and when it happens showing you when I saw it coming whilst some media will give you some exclusive news, you just wonder how exclusive it actually was. The US went from superpower to close to a third world power in less than a quarter of a century. Presentation is all fine, but if you have nothing to show for it, it becomes a slideshow no one cares about and that is what I expect will happen a lot sooner than even I expected it to happen.

Advertisement

Leave a comment

Filed under Finance, Media, Politics

As I aid timing

There is a stage that is coming. I have stated it before and I am stating it again. I believe that the end of Microsoft is near. I myself am banking on 2026. They did this to themselves, it is all on them. They pushed for borders they had no business being on and they got beat three times over. Yes, I saw the news, they are buying more (in this case ChatGPT) and they will pay billions over a several years, but that is not what is killing them (it is not aiding them). The stupid people (aka their board of directors) don’t seem to learn and it is about to end the existence of Microsoft and my personal vies is ‘And so it should!’ You see, I have seen this before. A place called Infotheek in the 90’s, growth through acquisition. It did not end well for those wannabe’s. And that was in the 90’s when there was no real competition. It was the start of Asus, it was the start of a lot of things. China was nowhere near it was not in IT, now it is a powerhouse. There are a few powerhouses and a lot of them are not American. So as Microsoft spends a billion here and there it is now starting to end up being real money. They are in the process of firing 10,000 people, so there will be a brain drain and player like Tencent are waiting for that to happen. And the added parts are merely clogging all and bringing instability. Before the end of the year We get a speech on how ChatGPT will be everywhere and the massive bugs and holes in security will merely double or more. So after they got slapped in the Tablet market with their Surface joke (by Apple with the iPad), after they got slapped in the data market with their Azure (by Amazon with their AWS) and after they got slapped in the console market with their Xbox System X (by Sony with their PS5) they are about to get beat with over 20% of their cornerstone market as Adobe gets to move in soon and show Microsoft and their PowerPoint how inferior they have become (which I presume will happen after Meta launches their new Meta) Microsoft will have been beaten four times over and I am now trying to find a way to get another idea to the Amazon Luna people.

This all started today as I remembered something I told a blogger and that turned into an idea and here I am committing this to a setting that is for the eyes of Amazon Luna only. No prying Microsoft eyes. I have been searching mind and systems and I cannot find anywhere where this has been done before, a novel idea and in gaming these are rare, very rare. When adding the parts that I did write about before, I get a new stage, one that shows Microsoft the folly of buying billions of game designers and none of them have what I am about to hand Microsoft. If I have to aid a little hand to make 2026 the year of doom for Microsoft, I will. I am simply that kind of a guy. They did this all to themselves. I was a simple guy, merely awaiting the next game, the next dose of fun and Microsoft decided to buy Bethesda, which was their right. So there I was designing and thinking through new ways to bring them down and that was before I found the 50 million new accounts for the Amazon Luna (with the reservation that they can run Unreal Engine 5) and that idea grew a hell of a lot more. All stations that Microsoft could never buy, they needed committed people, committed people who can dream new solutions, not the ideas that get purchased. You see, I am certain that the existence of ChatGPT relied on a few people who are no longer there. That is no ones fault, these thing happen everywhere. Yet, when you decide to push it into existing software and existing cloud solutions, the shortcomings will start showing ever so slowly. A little here and a little there and they will overcome these issues, they really will, but they will leave a little hole in place and that is where others will find a way to have some fun. I expect that the issue with Solarwinds started in similar ways. In that instance hackers targeted SolarWinds by deploying malicious code into its Orion IT monitoring and management software. What are the chances that the Orion IT monitoring part had a similar issue? It is highly speculative, I will say that upfront, but am I right? Could I be right?

That is the question and Microsoft has made a gamble and invested more and more billions in other solutions whilst they are firing 10,000 employees. At some point these issues start working in unison making life especially hard for a lot of remaining employees at Microsoft, time will tell. I have time, do they?

Leave a comment

Filed under Finance, Gaming, IT, Science

The theory of new

Before I connect to the story of today which BBC gives us is something from my past. In the 80’s I learned that there are 4 basic stances. Attack, defend, avoid and evade. The last two are not the same. In one we deflect here the attacker goes in the other we avoid where the opponent is expecting to be. It helped me in many of the stages I ever faced. It is the basic of being, that is how I saw it anyway. So these matters were in my mind when an article hit my eyes. It was ‘US-China chip war: America is winning’ (at. https://www.bbc.com/news/world-asia-pacific-64143602), are they? Really?

You see the article gives us “These tiny fragments of silicon are at the heart of a $500bn industry that is expected to double by 2030. And whoever controls the supply chains – a tangled network of companies and countries that make the chips – holds the key to being an unrivalled superpower.” I cannot disagree, but the setting is folly. You see for the most in the last 30 years that industry tried to be everywhere and there is a stage where we see them in many places. But is that a good thing, or can that truly be pushed everywhere? Think of it, think of the stage from let’s say 1996 and now 2023. Electronics got to drown everything else. 

Now lets look at the simple image below

It is an abacus, and it comes from Persia about 600BC, there is enough speculation that they got it from somewhere else and that story goes back to the age of Mesopotamia. What is important is that a person truly versatile in this device can get to a result faster than anyone with a calculator and there is the solution, or perhaps the direction of the solution. The second strap is not what is out today, but what was out yesterday. In the older days we had Microsoft laptops, they outgrew their usefulness, or so that was what Microsoft wanted us to believe. The laptops were too slow, but guess what, those laptops became decently powerful Unix/Linux servers and that was a mere 10 years ago. The old PS3 could be broken into a Linux system, which was surprisingly powerful. They got a new lease on life and that is what we need to do, we need to consider other directions. Yes we see all the bla bla bla on AI and on what a powerful system can do, but guess what? AI does not exist. Machine learning does and deeper machine learning exists too and they are awesome. AI needs a lot more and these parts do not yet exist. In the first a real quantum computer is required and IBM is the closest to getting one. Once they get a handle on shallow circuits and the power is upped, that is when the system exists where a real AI could be, the second part is still a decade (at least) away. A Dutch physicist did find the Ypsilon particle and that is essential to get the shallow circuit truly going, but it is a decade away. You see chips are binary. It is either yer or no and an AI needs the Ypsilon particle. It is Yes, No, Neither or Both and these last two will evolve systems into closer to true AI and we are not there yet. So how does it all fill together? 

That is the core and we see part of that with “The manufacture of semiconductors is complex, specialist and deeply integrated. An iPhone has chips that are designed in the US, manufactured in Taiwan, Japan or South Korea, then assembled in China. India, which is investing more in the industry, could play a bigger role in the future.” This is true, or at least it sounds true, but the real issue is what can be replaced with a chip? You think it is ludicrous, but is it? Do we need them? It is a serious question. You see any new technology is derived from the limits of others and as power is more and more an issue in many places, the idea of exploring the field of mechanical computer is not the craziest. What did we overlook? What did we reject because an American told us that their chip was better? They did it before with VHS, Betamax was highly superior, but VHS had the numbers, it is the only reason they won. So what else did we reject? If an abacus can equal a person with a calculator. A system with a time advantage of 3000 years, what else is possible? We forget to look behind us (which is where I found billions in IP) what else is there and what else could be done? And this is not done overnight, this will take years, decades perhaps but it would result in a new technology stream, one not founded on electronics and guess what, when the power falls away, so do your chips. So is my idea weird? Yes. Is it preposterous? Perhaps. Is it invalid? No! There is enough evidence all over the field and seeking replacement systems is not the weirdest idea, not in this day and age. 

Consider one other system, in the old days (a little past WW2) someone invented the Knijpkap (squeeze cat) the torch had a small dynamo inside which sounded like a purring cat when operated. 

The interesting part is that it needed no battery. So how many torches do you know that have no battery? What happens when batteries are not available? We can add a recharging battery to hold that power, or not. But one device completely without battery. So what happens when we adjust this to other means? These are two simple applications, now consider one where whomever invents it reuses a mechanical computer to take the load away (and revenue) for electronic ones? That will be the exercise and it is not an easy one. It takes one with serious brains and a decade at their disposal. But I reckon the spoils will be so worth it in the end. 

Leave a comment

Filed under Finance, Politics, Science

Is it me? It could be.

Today I saw (at https://www.bbc.co.uk/news/business-64171008) the article ‘Amazon to axe 18,000 jobs as it cuts costs’. OK, they published it 2 days ago and I do not watch every site every moment of the day (I have an actual life). So consider that I wrote ‘Girdle your loins’ (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/) which was roughly 3 months after it was offered to three parties. It represents $6 billion in the first phase and up to $20-$40 billion in the second phase. Can anyone tell me why two days ago we get to see “Amazon plans to cut more than 18,000 jobs, the largest number in the firm’s history, as it battles to save costs”, here I was thinking that my idea could have saved these jobs and now that Tencent is 9-15 months away the options for Amazon are diminishing. Then there was ‘Overlooking the obvious’ (at https://lawlordtobe.com/2022/06/22/overlooking-the-obvious/) which actually also refers to an earlier article. There I set a stage with optional close to a billion in revenue with optional new corridors for AWS to grow, and with a new stage where we see a new need fro hardware and advertisement in new directions, Google isn’t even there yet. That billion was based on almost 200,000 malls globally, 116,000 of them in the US and that is before you realise how many stores players like Zara, Gap, Sephora, Apple, Victoria Secrets, Country life and that list goes on and on. So is it me or are these players too lazy, too cowardly and not in the right stage of play? And that is not even considering the hardware people might want, the options that are related to it and even several IP options that are not on anyones dance card at present. What are they doing? They are axing 18,000 jobs and they leave billions on the floor? What kind of technology firm is that? 

Now, you might think that I am delusional and I would think that too, but I refer to things I wrote in the past, something that could grow into a $20 to $40 billion A YEAR market. So tell me, how delusional am I? So I could be crazy, but I see clearly where this is going and even as there is some small risk (there always is), the fact that Amazon left it on the street gives me pause to think that they have a lot more problems and optionally different ones. Optionally it is in a direction I never considered. That is not their fault, it is not my fault, but they left billions on the street (as I personally see it) and there is even more IP (a little more risk), but as Meta becomes a reality it represents an optional $2.3 billion (my initial max assessment of the IP) as well. So as I take notice of “Boss Andy Jassy cited the “uncertain economy” for the cuts, saying it had “hired rapidly over several years.”” And there was me thinking he was on the ball. So even as I am not debating that decision, the idea of leaving that much on the floor, enough to give most of them an alternative and an alternative setting towards the future on a global scale implies that someone is not drinking the proper gatorade and they are going for the dodgy stuff, but that is my view on the matter and I could be wrong. I admit that part. When certain Big Tech (not Microsoft), the Kingdom of Saudi Arabia and Kingdom Holdings give no response it is time to consider that I am the one who is wrong, but I feel that I am not, my mind is still mauling the designs over and over and seeing more and more improvements, even with Real estate sides, with 5G wearables that are not on any list at present. I believe that either I am a bigger dreamer than Jules Verne, or I am onto something. OK, lets be clear Jules Verne came up with the idea of a rocket to the moon long before WW2, as well as a submarine when it was still not possible to have one for such trips. The USS Nautilus, the first nuclear submarine was launched in 1954, half a century AFTER Jules Verne passed away. So I might be a bit arrogant, but I see solutions that could impact the Line (KSA), malls and new forms of advertisement and none of those are part of the up to $40 billion (my maximum expectation), but that too is under debate. Yet that number is based on part of a 1.8 billion Muslim population and Tencent is a mere 15 months away at the most to do what I foresaw was going to happen one way or another. 

So, is it me? It could be. Yet I personally feel that this is not the case. As I see it some people have no idea what is possible and they are merely faking it for now. So what will they do when Tencent comes in and takes it all? Give you a lame excuse that they do not understand the technology? I will let you decide, but consider what we clearly see and what I published over the last two years. Yet, feel free to consider that it is alas, but these 18,000 people will have to go. There is no shortage for workers, is there? 

Leave a comment

Filed under Finance, Gaming, IT, Science

Growth

Growth, we all seek it, in mind, in business, and in setting and there is a stage that is evolving at present. The Guardian reported early this morning ‘Record warm winter in parts of Europe forces closure of ski slopes’ (at https://www.theguardian.com/world/2023/jan/04/warmest-january-ever-forces-ski-slopes-across-europe-to-close). Now there is the expression that one swallow is no identification of Summer. Yet there is no guarantee that next year will be better. Consider the stages France, Switzerland, Austria and Italy. That is a stage that gives them a pool over well over 2 million people who do want snow, who want to taste the slopes. They will soon need to seek or at least consider other venues. In the Northern Hemisphere that gives them Norway, Canada and China. Finland has a lack of mountains, as does Sweden. Norway can grow as can Canada. I reckon that there are too many anti-China sentiments at present. Norway and Canada have good vibes on the slopes and I reckon it is time for them to consider new settings. Some places in Norway can grow, but they will need at least one more place for now, as does Canada. Yes Whistler is a great destination, but it is overcrowded. The 2022/2023 movies are mostly ab out the horrendous waiting times, the amount of people trying to get up. Whistler is full and Canada either creates an additional place where the people now going to Whistler can g, or bleed tourists to other nations. I reckon that they will see that another Canadian field (most likely in British Columbia) makes sense. There have been abandoned places (near Calgary) that offer a good setting, yet that stage need work as well as anything new. Every field will grow, but only if all the amenities are there. The same for Norway, who is seen as an excellent place to visit, but the call of Whistler is strong. So, as I see it They both have good chances, but the one with a better option and a cheaper one (Whistler is really expensive) will get that cluster of people. So there is risk. If a strong winter gets back in the next year, their issues are saved (France, Switzerland, Austria and Italy), if not the early bird will get the collection of worms and it will be a lot more than mere thousands. Thi will affect plane travel as well as accomodations. There is of course a lot more and even as I cannot give you all the answers, there is clear place to grow, not merely to get the overrun to Whistler, the failing of places we never expected to fail will call for more answers, some we might never get. But the overwhelming stage is that snow is lacking in places where it should not and the places that could benefit might never have seen this coming.

That is not on them, but next year will be and there they need to find ways to either take the risk that they miss out, or see what they could get because a group of millions of tourists in this day and age is a strong call. Personally I have no interest, but there is a second stage, one that is not a given. We can get that Paris and Milan–Cortina d’Ampezzo are places currently set for the Olympics. I hope it goes well, but if this bad winter stage continues, someone has to step in. Who? That is anybodies guess. But there is room to grow for several reasons and several places will have the option to grow, will they take it? I cannot tell, but even if there is added revenue, it comes with a decent amount of risk. No one denies that, but no one saw the really bad snow weather of this season come, especially when places like Canada is drowning in the stuff. 

Leave a comment

Filed under Finance, Politics, Science

Plough through the middle

That is where I find myself. There are two issues on my mind. The first is that I have a definite plot twist for Residuam Vitam (the plot is isn’t everything) but it still matter to the story to have that twist, the ploy no one sees in the beginning and when you ponder it it will make sense. It is like that theft, where in the end things seemingly go sideways, but only if you see it from one side, the other side is the one many overlook. That is where I was. 

As such
Ereshkigal was pondering the field she stood in, she saw from here to almost eternity and the field was in disarray. It was the nuance she saw and she had been staring at that nuance since the beginning of time. So she saw any item out of place and the field was starting to skew, it did not take her long to see how it was skewing and something had to be done. She focussed for a mere fraction of a moment and that was all that was needed. As she was looking at the field something walked into her existence. It was Tia that appeared. Tia looked around, she had been here before, but to be asked to come was new to her. She bowed to Ereshkigal. Ereshkigal pointed at the field and asked ‘What do you see?’ Tia looked around and saw the field, she saw all that was and she saw the edges of what was now. She looked again and stared more intensely now. She saw nothing, she saw the patterns, she saw the colours and she saw what as once the people and then she saw the introduction of some sort of cacophony. It was the best she could see. She responded ‘Some form of chaos, a cacophony of sorts’ Ereshkigal nodded. A chaos through absence and even as I am not yet clear on the how and who are involved, the creation of this chaos will have larger impact to all of us, we must act. She then stared at Tia and told her what must be done and who was chosen for this. ‘Do you agree?’ Tia had to think it over for a moment. She was aware on interactions, she had done it many times, but now it was a rare event that involved a living person, a person linked to the Huron spirit no less. She nodded to Ereshkigal. ‘It will be done’ and Tia vanished. 

It was the deep of darkness, it was around 03:30, the detective was asleep, but suddenly she wasn’t really asleep anymore. She was asleep lying in her bed watching herself and a man in a chair next to it. The man spoke, hello little utehke, the voice spoke out and she recognised the voice of her father who left her many years ago, so she knew she was asleep, but the bedroom was perfect, with the extra man. Father? She asked. No little utehke, but he is what you see. He joined me a long time ago. Listen for there is little time. There is something happening and it is impacting all lives. I cannot tell you specifics, but I can help. Be calm now, this does not hurt, but it will not be comfortable. And with that the detective suddenly felt noxious, she saw the hand of her father in her head and slowly it felt like it was in her head. Then the head slowly retracted. Sleep now, you feel better soon. You will see more now and it will help you, it might even save you. Learn first do not act rash, too much relies on it and slowly the room where she was watching herself was dissolving and the room turned black and she fell in a deep sleep, unaware what was happening around her. She was for all intent and purpose dead for the smallest moment of time and in that moment another world was revealed to her and she saw almost everything. But the mind, the mortal mind does not like that view and the mind protected itself in the only way it knew. It closed off and reset itself and in that moment the new flavours of mortality invaded her mind and took root in her where the mind, the eye, the ear and the nose met. And she continued on the dreamless sleep she started on, a little different, but still the detective she once was.

What is wealth?
It is the second part that has also occupying my mind. It was given to us by the BBC (at https://www.bbc.co.uk/news/business-64142662) where we get ‘Third of world in recession this year, IMF head warns’ there is an issue (I always will have at least one) and lets have that summary.

It comes as the war in Ukraine, rising prices, higher interest rates and the spread of Covid in China weigh on the global economy.” Yes they are elements, but the war in the Ukraine will mostly affect Russia and Ukraine most of all, not much more beyond that. Well, more on the Russians as they lose more and more of its citizens. As such I have issues with “We expect one third of the world economy to be in recession”, as such my automated answer is ‘What third’ Which nations? And the shallow “Even countries that are not in recession, it would feel like recession for hundreds of millions of people”, so now we add ‘feels like recession’? Why is that? What is really happening? What are you the procrastinating source for? Then we get “China, the world’s second largest economy, would face a difficult start to 2023” there is another issue. I am not saying that this is not the case, I have no data to counter that, but China has been playing a long game and that is a different kind of fish. Now that it is reeling in commerce gains from Saudi Arabia and optionally Egypt as well, the silk road is getting primed for completion. A new stage of commercial China that we were warned about and it is getting her faster because stupid people (UK and US) played the wrong game and now that China is moving in these two players are missing out on dozens of billions for their economy and it goes straight to China. That I saw two years ago (perhaps three) but these two players were all about how wrong I was and how it would not go there. As such no one saw the danger when Al Jazeera gave us three weeks ago ‘China, Saudi Arabia cement ties with deals including Huawei’ whatever the west gave us was emotional mumbo jumbo with trivialisation, as well as ‘How Saudi Arabia’s crown prince snubbed Biden repeatedly to forge ties with authoritarian China and Russia’ a mere two days ago which came from Business Insider. And the voice of Jon Alterman adds “they both agree that a unipolar world led by the United States would undermine their interests” a United States trivialised by one simple sentence and China is stepping in. The US and the UK made it happen, they catered to idiots (in case of the UK that would be the CAAT) and there are a few in the US. It led to a shift of well over $35,000,000,000 in funds from both towards China and that is merely the beginning. 

The 5G stages that are Huawei are now finding its stage through China and as I see it Egypt is a new choice as well, it now sets the Huawei 5G stage going West of Egypt to East of Saudi Arabia in one nice swoop and Saudi Arabia is about to own it all (via STC that is). When I mentioned that STC would be a force to watch in 5G two years ago people telecom people no less, called me a joke, a freaking joke no less and that is no longer the case, this is about to happen and when the data centres are added Saudi Arabia officially becomes a power player in 5G and on the world stage. The STC what was initially a 35 million group and as such ignored by too many is about to become a voice will well over 175,000,000 people attached for data and voice making it well over twice the size of British Telecom and that is merely the start, when this connects to Neom the damage will add and add and it takes power away from US, UK and European players and I reckon that by 2026 the electronic show in Germany has STC as a main attraction and at that point the growth will really start. Ahead of the 2030 vision Saudi Arabia will be making its international mark in several market places and it was all due to stupid people. When they had an option they were all high and mighty with voices like ‘They will always need us’ but that stage is now hanging, that is now becoming yesterday’s news and whilst these people will try to ‘persuade’ Saudi customers to some kind of bauble race, China will add real value to the table and that race will conclude with the Americans staring at some wooden spoon and no recourse left.

Here is my issue. As we see “The IMF is an international organisation with 190 member countries. They work together to try to stabilise the global economy. One of its key roles is to act as an early economic warning system” is seemingly incorrect. I would alter it into “The IMF is an international organisation with 190 member countries. They work together to try to stabilise the global economy for the US and EU as much as possible. One of its key roles is to act as an early economic warning system when its friends are threatened” and then we consider “For the next couple of months, it would be tough for China, and the impact on Chinese growth would be negative, the impact on the region will be negative, the impact on global growth will be negative” and my response would be, no toots (Kristalina Georgieva), you saw it wrong, the data you present is correct, it is the gains that follow that makes China the winner, and these gains are not part of anything you present are they? It was the long game and the Chinese are really good at their long game. So where is the European response to the Silk Road, that news you catered to months ago on how there was an answer. There was none and now you are against a wall with nowhere to go but some cushy retirement place and watch the changing of the guards as China becomes the new president of that world economy. You played the wrong game, you catered to the stupid voices and China was fine with that because they had time. The Huawei/Saudi link wasn’t ready but now that it is the stage changes by a lot and still that link is well over 500% faster than anything the US has to offer and that difference will tilt the economic scales by a lot, and I reckon that the first companies will change to a better setting soon thereafter. I reckon that it takes less than 10% of these companies to change ‘some loss’ to critical recession points, and there is an upside. I saw and wrote about it two years ago, so there will be a record and I get to slap you with it every time around. Because these ‘voices’ with claims need to be set into the limelight and with every answer in the trend of ‘It is difficult’ I will gain a step on that ladder and whenever they rely on ‘There were miscommunications’ I gain two steps. It was never rocket science, it was about the reality of data, not the story these people gave their shareholders. And to illustrate that part reconsider what I wrote yesterday and now consider two hints “Orson Welles” and “1975”, now that tory takes a massive turn to the right, does it not? To do the game of peekaboo with an actual ghost is a lot more satisfying. There is nothing like a gasser whilst the other person has a cardiac arrest in the process. Try it, it is so satisfying. 

Leave a comment

Filed under Finance, IT, Media, Politics, Stories

Waterfall

It started this morning, actually it started last night. I have been working on a new premise in gaming IP. It is the merging of old ideas into a new game. Whilst that Westworld game was pulled as it was a weak copy of Fallout Shelter. I had already maximised that premise, but now no longer on the Westworld theme (they bashed their own window of opportunity). It is the stage where we create a new game (for example) on the foundation of Fallout shelter and Dungeon Keeper to create a new game that is themed to Blade (mere example). You control Blade and if there is no support you will get overrun over time. Yet like in the Dungeon Keeper game when we create certain rooms and rooms of certain sizes we get new troops, troops that support Blade. For example when we get the medical room and it is larger than 3×3 we get a new medic every few minutes. The medic dispenses serum for Blade to keep his humanity, if the Kitchen is large enough, there is enough food for Blade to regenerate faster. Instead of the flat presentation of a flat stage, the presentation of the house is isometric. And as we safe more people, the population of the safe house improves and we have more tinkerers to upgrade the house and more rooms, optionally create basements with even more rooms. Considering that there will be a new Blade movie in 2024, the timing is god enough to start now (hint hint). And this is merely one of several thoughts. Some extend to older (CBM64) games. Some extent to the newer versions (Atari ST/CBM Amiga). We seem to squander in the same directions, but what of the side roads available to all? Many are taking the same road, optionally fuelled by “Most historians consider the sermon preached by Pope Urban II at Clermont-Ferrand in November 1095 to have been the spark that fuelled a wave of military campaigns to wrest the Holy Land from Muslim control”, yet many forget that greed took over, ego took over and short sightedness took over and as such we forget stages like Louis I of Anjou and his inherited claim to the Kingdom of Jerusalem. That part is not important right now, but it shows a larger stage of games that we forgot about and could be changed to fit the premise around 1387. So when we consider the new Blade game and we see what sort of support he ‘had’ we can set a new stage where the support is essential in making Blade successful. Like traits he gains, but these traits will need some sort of support and until we create that setting (like the forts in Magic Carpet, but place such a fortress in Oblivion), we get new games with new tasks and quests. A few years ago I used the premise of Battlehorn Castle and created the setting of a dozen of quests that gives the castle serious teeth. That setting can be applied nearly everywhere and we can use quests to merely give the person more to do, or we can create a pool of support. It was the foundation for Elder Scrolls VII: Restoration (seek the blog elsewhere, around 2018), all settings that can be applied to new games on streaming systems and Google never caught on and optionally Amazon did not take that path seriously as they rely on now mediocre Ubisoft to do the work for them, but as such they are losing out of billions because the market moved on and now it seems that Tencent is catching on and they are not wasting time. 

We can speculate and tinker all we can, but take 3 games Outrun, Pole position and Ultimate racing. Now combine them in an outrun look, with larger pole position blockades (tyres) and make it optional for design through an ultimate racing look. You now have a new piece of IP that combined is different enough to become new IP and many parts will not have IP protection. This took 10 minutes and You have another streaming game, like the dozen or so other titles I placed on my blog. Amazon had the making of 1-2 dozen additional new games and they just aren’t seeing the light. Add to this the new era of safe space and you see why Tencent becomes a danger to all streamers, they are catching on and they are catching on fast. The world does not wait for the big players (Google and Amazon) to catch on. You can trivialise what I wrote about all you want, but Tencent will not care, they are moving ahead and they are now primed to win. You think a wannabe like Microsoft can counter that? They want to leech from Tencent because it is easier and cheaper and just like that 3 out of 7 elements go to China. So when you see ‘Australia needs a long-term strategy to combat IP theft’ (source: ASPI) only part of it is true and it is true to some technologists in China. The larger stage is that the west became flaccid, lazy and content. The content Neanderthal got eaten by a dinosaur in the old days, I thought they had caught on by now, but they did not. 

I placed PD solutions on my blog. A 5G wearable solution is encrypted on 4Chan and becomes fetch able (by clever people only) on December 31st. There is a reason, attached to that are at least 3 solutions which I keep and it will drive IP value up. I am not completely mental (duh!!). Yet the larger stage is not that I am so clever (it could be), but the fact that I got there before Google, before Amazon, before IBM and before Apple (they have a decent excuse). They should have been where I was two years ago and they were not.

That is the setting no one is looking at, the side road ignored. Not what they could have had (well over $20 billion in revenue a year) no, they merely report on contracting economies and as I see it, it is because they hope for one more run with a horse that is regarded as too old and too tired. The new stage is ignored for too long and Tencent is (as I presume, based on certain parts) catching on. So there is another venue of revenue the west is losing to China. Why is that?

The waterfall is not merely lost because the location is not given, it is lost because the source of that water is not comprehended (or located), a loss ten times more dangerous. I always speculated that it was because too many relied on a population that lived by ‘fake it until you make it’. It might be a sales technique, but those fakers also will not know where to look at when it matters and they are all looking at each other whilst I saw the changing landscape and saw where the new business would be growing.

So look where no one else is looking and see what can be made of that terrain. You might find a nugget or two in the process as well.

Leave a comment

Filed under Gaming, IT

Not the composer

It started yesterday, I saw the news, shrugged a little and moved on. It was not that the news wasn’t worthy. It could be, but I have priorities and as such it wasn’t one of mine. I had other things to look at and I do have limits, I cannot push 3700 seconds into an hour, only delusional people do that. Time is a barrier, one that I accept and I need to find ways within the time allotted. So this morning (02:20) I suddenly realised something that wasn’t clearly seen initially. But my mind caught on, lets see if you realise what I initially missed and a lot of people missed it as well. The article ‘North Korea sold arms to Russia’s Wagner group, US says’ (at https://www.bbc.co.uk/news/world-europe-64072570), it is there that we see “Fighters from the mercenary group have ballooned from 1,000 to nearly 20,000 in Ukraine, the UK government says. “Wagner is searching around the world for arms suppliers to support its military operations in Ukraine,” White House national security spokesman John Kirby told reporters.

  1. In the first we see the growth to 20,000 men, it seems that the Russian army can no longer match the losses that they are facing. Not only are they relying on mercenaries, the stage is growing from there. 
  2. The fact that they are searching ‘around the world’ implies that military hardware is even less dependable, less in numbers and less operational than ever thought before. It shows that the military arm of Russia is failing on too many factors, but somehow 68 oligarchs are filling their pockets all over the place. Lets consider that greed is rampant in Russia and the military side is feeling that impact by being less than operational.
  3. North Korea is shipping hardware. A nation that has one language, Korean. There is either a translation service, or there are instructors involved. These two options are open. I reckon that the instructors are Russian instructors in Korea learning what they can, but that also implies that Russia either depleted its infantry rockets, or that they are even less operational in that count. I would speculate the second, but it is speculation. 

As such we also get “Mr Kirby said Wagner is spending more than $100 million (£82 million) each month in Ukraine.” And “The fact that President (Vladimir) Putin is turning to North Korea for help is a sign of Russia’s desperation and isolation”, the first is simple, the second is a lot less clear and I do not completely agree with it. It is not desperation, it seems it is merely the only avenue left to them at present. I reckon that any depletion there is a silent blessing for China and then there is the spending. If Wagner is spending $100 million a month, they are getting close to $2 billion a year. And the west better figure out where these people are sending the surplus, because that money might get earmarked for other needs soon enough. Russia is not stupid, if they lose to this degree, they will need some kind of victory, any victory and the media is aware of it, they merely haven’t connected the dots yet. And it is important to see all the dots that are connectable. 

In this we can speculate all we want, but we need to find the data and the fact that the Wagner group gets this amount to spend implies there is a lot more, greed is eternal, it always is and even if they aren’t driven by greed there will be an operational impact. Where? Your guess is as good as mine, but realise that a player like Russia will not easily accept defeat, they want to make sure the other player bleeds a lot more and the missile attacks aren’t getting it done. They will lash out in other directions too. Places like Finland, Estonia and Latvia make sense, but there is no way that this can be predicted. There is also the events in Africa and Russia might seek destabilisation there too. Yet in the end we will have to wait and see what will happen. We can give additional weight to ‘German intelligence service employee arrested on suspicion of spying for Russia’, it will not be helpful. Yes, there is every indication that this is right, but that falls into the folder that is labeled ‘Business as usual’ not more than that. Yet the idea that the Wagner group has well over $500 million to spend and it remains (for now) beneath the surface is a problem. The amount of money will enable too many to do too much damage, as such it needs to be investigated.

Leave a comment

Filed under Finance, IT, Military

The question remains

I got news about 10 hours ago from Al Arabiya. There we are given ‘Saudi Arabia approves draft agreements on atomic energy, economic crime’ (at https://english.alarabiya.net/News/saudi-arabia/2022/12/21/Saudi-Arabia-approves-draft-agreements-on-atomic-energy-economic-crime)

The article gives us a few items that require the limelight, even as the western papers give it no attention, the event described here is one with a lit of impact.

  • members approved a framework agreement to cooperate with Morocco in “the field of peaceful uses of atomic energy”
  • a draft Memorandum of Understanding with Uzbekistan to help allow the countries to exchange of information “related to money laundering, terrorist financing and related crimes,”
  • a draft agreement with Greece, to foster cooperation in health between the countries, 
  • a draft agreement with Italy to help encourage direct investments between the countries, and a draft agreement with Ghana to develop non-oil exports between the states.

These are the four big ones, there are four more. And when you consider the map, we see that within a year the Kingdom of Saudi Arabia will be the largest economic partner for the important parts of North Africa, Egypt, Morocco and as ties are stronger connected with Tel Aviv, the Kingdom of Saudi Arabia is now the powerhouse in the Mediterranean. Greece, Italy and soon better ties with Turkey. This was always going to happen, I predicted it, but my view was that this was 3-4 years away. It seems I missed the target by at least 2 years. 2023 will open the doors and I reckon that larger gains will be Made in 2024. Saudi Arabia is now in a setting where it will be able to drive commerce that is not oil based soon enough and stronger than ever before. 

And that is before you see the steps that China is opening up, but it also implies that China is a lot stronger to become the defence dealer of choice, billions and billions of dollars that are about to be lost to the EU and US. I warned them that this was coming and now the steps of making sure it happens will become a reality. It does not make me happy as I miss out on my 3.75% bonus check and on $27,800,000,000 that is a lofty loss. Such is life!

Now there is a second stage in play, the article does not bear it out, but I reckon that the Kingdom Holding Company will get a few other options going their way. I do not know how, but the Kingdom loves partners in this (I learned that at the Saudi Consulate several weeks ago). What is in play is that there are several options for Israeli growth. Not just the NSO group, but NICE with their CXone platform will set a larger stage of cloud centres for the Line and Neom. From there as they make their solution more Arabic, they will get a handle on several fields in several nations. And we all see the stages as they evolve, well that is if you read English Saudi News casts, the west seems to filter it away and when we see too much of this, it becomes a joke what the west is and has been the last decade. Filtering news information was never a good idea and you are about to see why. Saudi Arabia is active in growing business in Egypt, Morocco, Greece, Italy, Indonesia, and China. Consider the loss of revenue for the EU and the US? Is no one asking questions? And this is merely what can be seen for 2023. I reckon that several nations will go into crises mode in the next week, because some of them were moved from consideration column A to column C. Only a blind person ignores is and one with an oversized ego ignores it. When will we learn that we cater to the players who have it and the US doesn’t have it, and the EU has even less at present. There is every indication that by 2025 the Saudi Telecom Company will be the biggest player in North Africa and the Middle East. This will have larger implications when Indonesia is added to that network. It was a simple cascade stage and it is about to become a reality. From there there is every chance that the STC will enter Europe as a new player and one wielding a formidable bat. That is what I see as optional changes. So whilst we see the EU and US with contracting economies, we get to see another one grow and it is about to grow by a lot.

Have fun!

Leave a comment

Filed under Finance, Media, Politics

Dopey and Grumpy, still dwarves

That is the setting and it is a strange setting, but it relates to ‘When it rains we call the kettle black’ (at https://lawlordtobe.com/2022/12/11/when-it-rains-we-call-the-kettle-black/) which I wrote two days ago. Yet I did not know there was more, and just now I come across ‘Saudi Arabia demanded defense firms set up in country by 2024. So far, most seem unmoved’ (at https://breakingdefense.com/2022/12/saudi-arabia-demanded-defense-firms-set-up-in-country-by-2024-so-far-most-seem-unmoved/), to be honest, I had heard some stuff in that direction, but I was unaware of how deep it went, and now I see “as long as it is related to the government contracts, they will have to have their regional headquarters here”, with the added “analysts said that the biggest players appear confident they can find workarounds — including the use of local partnerships and subsidiaries, as they’ve done in other countries — to keep the market open” and there the stupid factor comes into play. You see the Kingdom of Saudi Arabia has had enough of fake allies, fake commitments and now China is ready to make commitments and as the KSA is moving towards the 2030 mark of 50% in country defence and China is willing to play nice, the US is set to lose a whole lot of revenue. So there is your workaround, greedy and stupid working in cahoots like Grumpy and Dopey, both sides of a currency that has no meaning where they are, it is the sales prospects that counts and they are giving it all to China. You can only be the biggest player if you sell and there were markers for sale events and now there is a clear understanding in strategic papers no less that China is moving into sales column A. So when we think through what Breaking Defense gave us on December 8th, the US better realise that the age of pretending to do something and doing something else as a workaround is ending and it is ending really quickly. So when we see the larger players like Lockheed Martin, Raytheon Technologies, Northrop Grumman, Leonardo, Thales, and General Dynamics. What happens when the representative $27,000,000,000 goes to China? Twenty Seven Billion no longer to the US, the dollar will take another dive and more importantly, the design of their stealth planes required some Saudi Funds, when they go to the Chengdu J-20, the impact will be seen all over the US, EU and NATO. I made mention of these dangers as early as September 2021. The fact that some American Fat Cats were playing stupid with a customer paying billions is a little new, but there is no surpassing the union of stupid and ego, it makes for a nice package, one that China could be enjoying a lot more than they figured on. And there is a chance that the strategic union between Saudi Arabia and China will go that far. Not only will the US lose their Middle East stage, they will in that same action lose whatever benefits they had in Egypt as well. And just to remind you on a speculative side. If China buys in this deal 2 million barrels a day from the American stack, the US is in deep manure. It does make the grass grow in Texas, but that is pretty much all it does. 

As such the last week has given us all kinds of revelations via several media sources. But the larger news is that State secretary Pompeo gives us ‘Xi’s visit to Saudi Arabia a result of “bad American policy”’ and the bad news merely stacks. Yes Saudi Arabia is not squandering the connections with the US, their words and they are right. The US themselves are squandering it to China by playing chicken with the Kingdom of Saudi Arabia to appease their ego’s, and that is what is clearly in place and will shown over the next 13 months. You see, there will not be any 11th hour changes, if these regional HQ’s are not in place by December 2023 China will end up with a massive chunk of Saudi defence spending. China is happy with it, will the US be? I doubt it, but they catered to ego, so there you have it. It does not matter who Dopey and Grumpy are, in the end they were merely dwarves and as I see it, the Kingdom of Saudi Arabia is willing to make a large change and it will cost the US, it will cost them so much. I wonder how they will spin this loss, because at present that is exactly what it will become. A loss to their ally list, a loss to their economy and a loss of income. All handed to China for the mere satisfaction of ego. Government handed partnerships to players like Microsoft, Sony, Samsung and a few other players for the cumulative sum of a mere 1% of that, did you think the Saudi Government wasn’t keeping tabs? Silly bunnies!

Leave a comment

Filed under Finance, Media, Military, Politics