Tag Archives: China

February 1, 2025 · 19:19

War of trades

That is what we are facing now (not to be confused with World of Warcraft). Canada is now under the yoke of President Trump and we (all Commonwealth nations) have to unite. It is nice to call that president loopy or crazy, but the hardship is not like that. As I personally see it, it is the first step of a nations that has no options against calling themself broke and the media is as I see it, too stupid to call it out (too used to be the bitch of America is more like it). So what can we do?

First things first. “In 2022, Australia imported $6.45 billion in crude petroleum” part of that sum came from the United States, I cannot tell what part. As such we stop that and we get it from Canada. That takes away the tariff from Canada on that. We see that America went ‘soft’ on that according to the news. Why? They need to, they need oil. Oil they can sell at additional coins. So that stops. As such “The UK imported around 42 million metric tons of crude oil and natural gas liquids in 2023” this was also in part from the United States, so they get it from Canada as well. That implies that Canada is not suffering tariffs on oil. See, that took little time. We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?

Then we get a lot more. For our local needs Australia could become the location for Rum (Bundaberg) and it could be exported to Canada, there goes the American Rum export to Canada. The fun part is that Canada could get its import from Australia and the United Kingdom as well and soon Budweiser is losing its export locations. In other news, Labatt Brewing Company and Molson Coors Canada Inc. would now be the locations of Australian beets. As that setting changes America now has a problem they themselves created. And with the quality of water in America, these brands end up having an honest problem selling their beer anywhere. 

These are of course the some settings. What happens when they cannot get nursing staff, because Canada sets the horn of plenty towards the Commonwealth countries and we cannot send them to America as the Commonwealth have had our fill with their tariffs? What happens when we merely set out to ourselves? You think nurses are easy to come by? What happens when a chunk of IT staff in Microsoft, Amazon, Oracle and IBM gets called back to Commonwealth nations? How will you solve the knowledge base then? These places also exist in Canada, Australia and New Zealand. As such there will be a redesign of staff pressures. And that will (accidentally) coincide with staff requirements in the Middle East (UAE and Saudi Arabia) two places the US can not deliver to as they then sorely lack the staff on such levels. What a tangled web they weaved.

Meat from US in Canada will be replaced to meat from New Zealand, UK, Australia and Mexico (they got the tariff book as well), that implies more from other nations and none from America. Was that what they had figured on? So as American revenue declines and meat will required a downgrade as they suffer exports. So, USMEF has 19 offices and regional representatives in key markets around the world. And soon that will get a massive drop on revenue. Al because they wanted to test their bankruptcy measures on other fields like tariffs. So how much more needs to happen? Meat, Booze, oil and staffing. All going other ways soon enough. How will that leave the America economy? And I reckon Wood does not need to come from America, it does now, we can import from Canada too, as such Canada will need less tariffs to worry about. So who chained the links together? What started as as separate issues now becomes a formidable chain that whacks America over the head as we solve matters internally and for a few issues we could partner with Mexico. All separate issues that were ignored as they were to some too small to consider, but this chain represents billions in goods and millions if trade shipping now about to leave America hands.

Trade wars have a nasty habit of biting bak when the numbers are not in your favor. Canada does not stand alone, the Commonwealth can support it as it should. I do fear for weak links (like Keir Starmer and Anthony Albanese) as they want to appease America. Those days are over and now America has another issue coming its way. It was ‘protected’ by an ocean from China, but in this setting China would get invitations as Australia and Canada would entertain trade talks with China. So how is America sitting now? Oh, and in that setting there is a new setting to Five Eyes, 4 of its members have had enough of President Trump and its loopy vision (possible he needs glasses). And in one instance the CIA loses whatever handle it had on international businesses. Yes, that was a real bright idea. We might lose Palantir as a partner (which is fair enough) yet if you think that China doesn’t have options there, you would be really delusional in your thinking. I reckon that these tariff wars were the Christmas present for China almost a year early. 

All that coming now?
And I saw part of this in under an hour. So how did this escape the American views? A tariff war was the worst setting they could enable. So why did this president not get the Intelligence he needed? 

I reckon there is a lot more and we need to stand firm with our brother Canada. We are the Commonwealth, not a play-toy (or the bitch) of America. We have a population exceeding billions, we eat, we drink and we are merry (at times loopy too). And 2.5 billion represents massive amounts of power, more than the 350 million in America can bring so when that retail power falls away a lot more American businesses will suffer in the process.

Just a little lesson for the reader and consider who you wake up. America is about to learn that the hard way and China likes the setting it is about to exposed to. An Ally that does this to Canada is no ally at all and there are massive consequences with ringing the tariff bell.

Have a great day.

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January 30, 2025 · 13:51

Overdrive, or drive over

That is the setting. We can try to set the premise of DeepSeek (a waste of my time), we can set the premise of Microsoft AI (a waste of everyones time) and yes the 14 billion will have an effect and we can speculate on the 500 billion that StarGate is going to cost and what exactly will be the enabling part. Did anyone consider the ROI of that idea? That prospect will need to make at least 15 billion annual to make it worth. Throwing big printed cash at it will be as useless as the quantitive easing that Mario Draghi promised about a decade ago. Yup, it won’t go anywhere. 

But that led me to a setting many seem to ignore, so lets have the list:

Microsoft 365 Copilot: A monthly subscription that costs $30 per person. Copilot Free is available with the Microsoft 365 Business Basic plan. Copilot Pro is a monthly subscription that offers more advanced features. 
So at present, how many people are on this plan? It seems that Microsoft isn’t to talkative on ‘how successful’ it actually is. We get spread numbers and these numbers doesn’t seem to validate the billions invested.

Azure Machine Learning: A pay-as-you-go service with pricing based on the number of vCPUs. 
Azure AI Search: A service with pricing based on the number of text records or images processed. 

Here I have more issues. You see, we are given “Azure AI. Azure AI provides users with powerful tools that can be used to create innovative solutions using machine learning, natural language processing (NLP), computer vision, and more” How can any machine learning create innovative solutions? If it is machine learning someone else has it already, making it reengineering at best, optionally an innovative patent. I always (perhaps incorrectly) see pay-as-you-go as a dodgy solution. You either commit, or you don’t. 

Computer Vision API: A service with pricing based on the number of transactions processed. 
So, a service based on transaction processing, on that case if the IT department doesn’t throttle its usage there is every chance that an intern could blow up cost as it is happening.

Azure AI Content Safety: A service with pricing based on the number of text records or images processed. 
Azure AI Content Understanding: A service with pricing based on the number of hours of content processed. 

All this is set to a counter (like ConfirmIT) and that is the only company that had a good handle on it, a setting with decades. Now, there is a chance that I forgot a few solutions and that is OK. I am not heading an aspirational setting of academic instance.

You see everyone is on the bandwagon and I am too tired (or too old) to care. The media can’t be bothered unless digital currency is flowing their way. Yet in all this when did you see a clear description of AI solutions in use by Amazon, IBM or Oracle? You see, the DeepSeek issues of the last few days stirred a few minds. They are now also seeking Return on Investment (ROI) and that image is not clear, at least the media seemingly can’t be bothered and the influencers now shouting their wisdom on LinkedIn are also at times tedious and for the most a waste of everyones time. So why Microsoft? I don’t really care about it, but they (and their sickofans) are shouting how good their solutions are, but we see no clear numbers. And at present clear numbers is what the most of the population want. 

Am I wrong?
I doubt it, the signs are there and when we see a small message on the left, the right clearly muffle that sound out. You see Shelly Palmer in IEEE Spectrum writes “As for the 100,000 jobs the project is supposed to create? Some construction jobs will be created as the data centers are built, but many more (millions more) will be created as the data centers come online. We’ve never had a compute cloud like this—there’s literally no way to calculate the economic impact of this amount of AI compute. It will be massive.” I actually don’t know about that. The idea that “there’s literally no way to calculate the economic impact of this amount of AI compute” is as I see it bogus. For 500 billion ($500,000,000,000) I expect more. But at present it comes across like a huge NSA data collection hub. Come to think of it, We could (optionally) get some data from the NSA, Google or IBM. They have experience with really big data centers. So what are those costs? What is the return on investment? And there is the setting of the value of collected data and that will not even have value until lots of data is collected, so lets say by 2030 and all those billions need to show investment value and at present the big-tech market lost over 1 trillion dollars a few days ago. So where is the ROI of all this?

Then we get “There are many tech skeptics, and it has become fashionable to denigrate and vilify big tech. To me, the Stargate Project is the first step in securing the future of the U.S. economy as well as our digital and cyber security. Every business will benefit from the power and promise of AI, and—like it or not, believe it or not—warfare will be dominated by AI. Today, the U.S. has a clear lead. The Stargate Project will help ensure it stays that way.” My issue is that there are always skeptics, I am one to some extent and the words “the power and promise of AI” fills me with dread. It is the included word “promise” and warfare isn’t dominated by AI, the setting pf properly programmed deer machine learning is. It is not AI and it is unlikely to show until somewhere in early 2040 at best (as I personally see it) but the 500 billion is coming out of ‘our’ pockets now. Yes, I know what they say that corporations will push the bill. Yet when this goes pear shaped. They will al put in in a bad bank account and relinquish the debt as a write off, so you, in the end still pay the bill in some way.

Then there is the sentence “Today, the U.S. has a clear lead” do they? DeepSeek is Chinese and their setting blew the rest away, you want to find out what a two-nil for China looks like? You are about to see that in very unrespectful terms. And as everyone is on that so called AI horse no one is investigating it, the media least of all.

In the meantime I will reengineer games. There is at least some revenue in that. And as I saw the reengineering options for ‘Infamous: Second Son’ The Sony firms could get some more coins from an 11 year old game on the PS4. And now there is an option to get it upgraded to PS5. Consider the gaming population. Whomever played in to PS4 (early days PS4) would like the setting on PS5, I tried that original game on PS5 and it plays well. A few minor glitches but that is what happens. The storyline could be upgraded and with linearity removed the game would get a much tougher stance. Then add the ‘cleaning’ of Seattle and we get a more complete game. With the setting to an optional change to Smoke-TV-Neon sequence the game alters a fair bit, and in this the game could also encase the stealth option in the game. Take with that the option to go back to the beginning to free the people from concrete affliction the good and the bad will also alter to some degree and it isn’t merely the good and the bad setting, the larger stage of animosity could reverberate through the game. And I am now looking to a few more games. A setting that I believe is great for Sony in the immediate future. 

Can’t stop a creative mind puzzling on how to make something better, a trick that isn’t possible with Deeper Machine Learning and LLM’s. Have a great Thursday.

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January 29, 2025 · 01:44

And the bubble said ‘Bang’

This is what we usually see, or at times hear as well. Now I am not an AI expert, not even a journeyman in the ways of AI, But the father of AI namely Alan Turing stated the setting of AI. He was that good as he set the foundation of AI in the 50’s, half a century before we were able to get a handle on this. Oh, and in case you forget what he looks like, he has been immortalised on the £50 note.

And as such I feel certain that there is no AI (at present) and now this bubble comes banging on the doors of big-tech as they just lost a trillion dollars in market value. Are you interested in seeing what that looks like? Well see below and scratch the back of your heads.

We start with Business Insider (at https://markets.businessinsider.com/news/stocks/tech-stock-sell-off-deepseek-ai-chatgpt-china-nvidia-chips-2025-1) where we are given ‘DeepSeek tech wipeout erases more than $1 trillion in market cap as AI panic grips Wall Street’ and I find it slightly hilarious as we see “AI panic”, you see, bubbles have that effect on markets. This takes me back to 2012 when the Australian Telstra had no recourse at that point to let the waves of 4G work for them (they had 3.5G at best) so what did they do? They called the product 4G, problem solved. I think they took some damage over time, but they prevented others taking the lead as they were lagging to some extent. Here in this case we are given “US stocks plummeted on Monday as traders fled the tech sector and erased more than $1 trillion in market cap amid panic over a new artificial intelligence app from a Chinese startup.” Now let me be clear, there is no AI. Not in America and not in China. What both do have is Deeper Machine Learning and LLM’s and these parts would in the end be part of a real AI. Just not the primary part (see my earlier works). Why has happened (me being speculative) is that China had an innovative idea of Deeper Machine Learning and package this innovatively with LLM modules so that the end result would be a much more efficient system. The Economic Times (at https://economictimes.indiatimes.com/markets/stocks/news/worlds-richest-people-lose-108-billion-after-deepseek-selloff/articleshow/117615451.cms) gives us ‘World’s richest people lose $108 billion after DeepSeek selloff’ what is more prudent is “DeepSeek’s dark-horse entry into the AI race, which it says cost just $5.6 million to develop, is a challenge to Silicon Valley’s narrative that massive capital spending is essential to developing the strongest models.” So all these ‘vendors’ and especially President Trump who stated “Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies” (source: the Guardian). And with the Stargate investment on the mark for about 500 billion dollars it comes as a lightning strike. I wonder what the world makes of this. In all honesty I do not know what to believe and the setting of DeepSeek the game will change. In the first there are dozens of programers who need to figure out how the cost cutting was possible. Then there is the setting of what DeepSeek can actually do and here is the kicker. DeepSeek is free as such there will be a lot of people digging into that. What I wonder is what data is being collected by Chinese artificial intelligence company Hangzhou DeepSeek Artificial Intelligence Co., Ltd. It would be my take on the matter. When something is too cheap to be true, you better believe that there is a snag on the road making you look precisely in the wrong direction. I admit it is the cynic in me speaking, but the stage that they made a solution for 6 million (not Lee Majors) against ChatGPT coming at 100 million, the difference is just too big and I don’t like the difference. I know I might be all wrong here, but that is the initial intake I take in the matter. 

If it all works out there is a massive change in the so called AI field. A Chinese party basically sunk the American opposition. In other news, there is possibly reason to giggle here. You see, Microsoft Invested Nearly $14 Billion In OpenAI and that was merely months ago and now we see that  someone else did it at 43% of the investment and after all the hassles they had (Xbox) they shouldn’t be spending recklessly I get it, they merely all had that price picture and now we see another Chinese firm playing the super innovator. It is making me giggle. In opposition to this, we see all kind of player (Google, IBM, Meta, Oracle, Palantir) playing a similar game of what some call AI and they have set the bar really high, as such I wonder how they will continue the game if it turns out that DeepSeek really is the ‘bomb’ of Deeper Machine Learning. I reckon there will be a few interesting weeks coming up. 

Have fun, I need to lie still for 6 hours until breakfast (my life sucks).

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January 25, 2025 · 05:31

How does commerce work?

That is at times the question. As I see it President Trump has a flawed nd warped view of one. We get that from the Middle East Monitor, aka MEMO (at https://www.middleeastmonitor.com/20250123-trump-calls-for-1-trillion-saudi-investment-lower-oil-prices/) where we are given ‘Trump calls for $1 trillion Saudi investment, lower oil prices’ And I thought it was an error, but it was not (several publications give me a similar view). The weirdest part is “US President Donald Trump, on Thursday, said he will demand Saudi Arabia and OPEC bring down the cost of oil and will ask Riyadh to increase a planned US investment package to $1 trillion from an initial reported $600 billion” (source: Reuters). And the weird part is set in fact. When we see that USA exports 10.15 barrels of oil daily and IMPORTS 8.53 million barrels of oil, we come to the conclusion that America want cheap oil so that they can get a better margin on selling their oil (which will not be cheaper). So why would Saudi Arabia and Aramco do that? Would anyone do that? As such I think that America is thinking of getting the (speculated) $40,000,000 a day margin to settle their mega trillion dollar debt. It also makes me wonder how close are they to becoming bankrupt? And beside that, they want Saudi Arabia to invest a trillion dollars over 4 years. To be honest it seems like a radical stupid notion to get someone to invest a trillion dollars and lower the price of oil so that Saudi Arabia will be regarded as a friend? Sounds a weird approach to business to me. The quote given is ““But I’ll be asking the Crown Prince, who’s a fantastic guy, to round it out to around $1 trillion,” Trump told the World Economic Forum in Davos, Switzerland. “I think they’ll do that because we’ve been very good to them.”” So exactly how has America been good to Saudi Arabia? Saudi Arabia has not been able to acquire the F35? Whilst Saudi Arabia civilian targets were hit by Houthi Terrorists, America did not come forward to sell necessarily equipment. So how has America shown themselves as a worthy ally?

You see, in my books an ACTUAL ally will aid when needed and supply hardware when needed (and paid for in some cases). There is also the notion that Iran have been circumventing the US Navy in several cases to deliver hardware to Houthi Terrorists, some navy. The funny part that MEMO describes “he will demand Saudi Arabia and OPEC bring down the cost of oil”, so now Saudi Arabia is seen separate from OPEC? OPEC is called that as it is the Organisation of the Petroleum Exporting Countries. So, Saudi Arabia is not part of OPEC? A weird setting as I see it and if America is as broke as it seems to be, it makes some sense, but this would be regarded as a desperate knee jerk move (as I see it).

And on this setting, it has every notion of driving the Kingdom of Saudi Arabia straight into the fold of China and their plans for the world according to China. So how does that help America?

Just a thought to have this lovely Saturday morning.

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January 18, 2025 · 18:45

The new optional premise

We have all heard the Anti-Chimetic (might not be a real word) from America. This is the setting we all face, once a Chinese innovative company becomes too big, it gets b banned from America. Yet, now there might be a new premise set. You see the BBC (at https://www.bbc.com/news/articles/c3e18qylq5do) gives us ‘US Supreme Court upholds TikTok ban law’ with the added “The US Supreme Court has upheld a law that bans TikTok in the US unless its China-based parent company ByteDance sells the platform by this Sunday” They might hand it to Kevin O’Leary (with a co conspirator), and as Kevin O’Leary is all about making Canada the 51st state he is becoming the enemy of every Commonwealthian. We don’t like that option, yet as I see it there is a second options. 

You see, the idea is that ByteDance creates a new hub in the UAE (optionally in Saudi Arabia) and now America has a problem. What will they do? Stop either of these two players? Good luck with the fallout that this brings. 

If ByteDance creates (for example) a second hub in the UAE, for example Abu Dhabi, and set the pre mine that everyone can post there, the UAE becomes the TikTok hub. The second nice part is that all the advertisement revenue goes there too and now we get a new setting, the international viewers get an international audience and in that the UAE will see a nice windfall too. Optionally we will now see Emaar Properties, Nakheel, Meraas, DAMAC and a few others float to the advertisement top. Optionally it opens the doors for Google to ‘promote’ solutions, but that is how commerce goes. It wasn’t enough for America to fill their pockets, now it turns out they are left with an empty shell. And from there new opportunities will grow and the first nail of the America isolation coffin is set. So whilst American ‘Justice’ is now set against the 170 million users it has in the US. These users might find a new breeding ground for growth. And with the 175 million users it has in Europe, the premise will now be set that America can no longer advertise to over 350 million TikTok users and lose the view of millions of users. I reckon (a speculation) that this loss will be seen all over Google (YouTube) as well. An Anti-Chimetic setting that comes with several hooks and a non-American angle in addition. So how good was this? I set this premise to the content that America had never proven that Huawei was an actual danger and should TikTok seek this solution, it also opens the stage for Huawei to get more and more visibility. There is no fairness in this, America should have given evidence (there was none), merely the fear that is was going to be (and successfully proven at present) that America lost to China in innovation. The setting that was simply set as early as 2010 when SIPO granted 814,825 patents, a year-on-year increase of 40.0%. So this is not new, this has been going on for 15 years. All whist certain ‘captains of industry’ relied on the size of whatever viagra increases instead of revenue. Innovation was a mere spin and now that the die is cast and results are to be shown these people cry like little bitches that the market isn’t going their way. Well the market relies on innovation, something the UAE has proven several quarters over the last 5 years with (allegedly) tremendous growth every quarter. We have seen the numbers and we are shown this with Emirates (with a reported growth of 71%), Emaar Properties Dubai (with a 66% growth) and a few others, but the story should be clear. I actually came up with an idea that could have added even more to that revenue and I grant you that Dubai was a good place to test my IP, before it gets grown into London and Toronto. My IP is never actually localised. It is merely a stepping stone to a more global impact. So as I see it the TikTok ban might open a few more doors for me (pure wishful speculation on my side) and in this where is America? And in this the Guardian gives us ‘TikTok says it will ‘go dark’ in US on Sunday unless Biden acts’ a real nasty setting, because the ‘go dark’ setting isn’t the end, but it is the diminished revenue for America in a stage where they are losing a near dozen in revenue settings on the global stage and when this is the start the TikTok people will find a second stage in the EU where one country will become a secondary hug to Abu Dhabi. A second stage of revenue going from America to another place. So how is that for jolly?

And in all this America only needed to supply evidence, not evidence that players like (for example) Microsoft would like to see presented, but evidence that shows that China was an actual danger to innovation, because it is the innovation that counts. And now there is a stage that could open up sales for Huawei to the EU all that from Anti-Chimetic fears. What a lovely web they weave.

Have a lovely day and feel free to explore what innovation the Huawei Watch 5 brings. The first watch that becomes a threat to both Google and Apple all at the same time. One brand to smite both, so how secure are we with what comes? HamonyOS is now striking out to a much larger population and while Apple and Google are at odds with each other, Huawei is setting the stage to strike at both. And this news is a mere 2 hours old.

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January 13, 2025 · 13:12

Are we being lied to?

You see, we might all cheer at the sight of ‘US and UK toughen sanctions on Russian oil industry’ (at https://www.bbc.com/news/articles/cn8xlj9kkkmo) and it would have been swallowed by a lot of people, if it weren’t for the fact that I gave light to the story of Politico in ‘Is it merely political?’ On October 6th (at https://lawlordtobe.com/2024/10/06/is-it-merely-political/) where Politico (at https://www.politico.eu/article/vladimir-putin-war-economy-pain-saudi-arabia-sink-global-oil-prices-energy-russia-opec/) introduced us to loopholes. This story is less than 3 months old. And guess what, there is no mention of of loopholes in that story, as such we can assume that they haven’t been dealt with. And the setting of ““Taking on Russian oil companies will drain Russia’s war chest – and every ruble we take from Putin’s hands helps save Ukrainian lives,” said Foreign Secretary David Lammy.” Is as I see it ‘a load of bollocks’. We see the mention of “the UK will join the US in directly sanctioning energy companies Gazprom Neft and Surgutneftegas” but the setting that we have known of for about 3 months, where Politico gives us “A loophole allows middlemen in countries like Turkey, China and India to refine Russian oil in petrol and diesel before selling it elsewhere — exempt from sanctions. According to a report first seen by POLITICO” as such we can ask America and the United Kingdom, so what about the loophole? The fact that it wasn’t mentioned is likely because it was never dealt with. So the one BBC page is as useless as a Watt meter in a wind farm. 

And when we consider that Turkey and India were not ‘tempered’ in processing Russian oil, was it therefor not done, or was it met with too strong opposition? The fact that Jake Lapham did not pursue this little detour makes for a lot more issues than you and me can fathom at the moment. So was this article any thing more than a waste of space?

I will let you decide, but take into account that the loophole was ‘shunned’ for the longest of time by the media at large. Therefor we can assume that they prefer to cater to big business and a lot less to informing the audience. So did anyone follow up with Gabriel Gavin, Eva Hartog and Geoffrey Smith of Politico? I reckon that the larger papers didn’t bother, as they want to appease certain parties and this article might be a little embarrassing to their stake holders.

I let you shift out what is real and what is not. The BBC lacks the parts that I lightened months ago on the premise of an article by Politico, a media party that has proven themselves a mere dozen times over. So where do you stand? And for those who want to state that it is about gas and not about oil. The Russian war Machine needs the revenue of both, and if one remains operational the Russian war machine goes on. 

Have a great day.

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January 12, 2025 · 05:58

Who’s funny now?

It was just after midnight when an article hit the retinals of my eyes. It happens and most of the time it is just as it is. Not this time, this time was different. You see, a few days ago on January 9th 2025 in my view (at https://lawlordtobe.com/2025/01/09/is-it-semantics/) with the title ‘Is it semantics?’ I wrote “I will let you decide, yet consider that America opened to door to grow China in near exponential size, because they could end up with options in Australia, Canada, New Zealand and the United Kingdom.” As some people laughed at my ‘sense of humor’ they ridiculed the setting from ever happening. Now the BBC gave me a mere 4 hours ago ‘Reeves defends China visit and hails £600m boost to UK’ (at https://www.bbc.com/news/articles/cqx9jggw9ndo), as I see it the die is cast and now you (Americans) get to ridicule the setting. Perhaps it was a simple joke to keep the mind of tariff changes, but that is not how it is playing out, is it? The article gives us “Chancellor Rachel Reeves has defended her decision to travel to China to improve economic ties at a time when soaring government borrowing costs threaten to squeeze UK public finances.” The added “The Treasury said Reeves’ visit to China delivered on a “commitment to explore deeper economic co-operation” between Prime Minister Sir Keir Starmer and President Xi, made last year. BBC economics editor Faisal Islam said other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” Brings another setting to the table. Is that why Elon Musk wanted Starmer out? The timeline makes sense. America would have known about this in advance and the noise we heard was around the time this was going down on plan papers. So Elon Musk was pushing his ‘ideas’ through the populistic channels available to him? I knew nothing of the sort, but I predicted the setting as an available one. And now we get “other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” This implies that Spain is also on the China horse of economic opportunity. This implies that China is making progress towards the UK (and optionally also into Australia, Canada and New Zealand) as well as direct opening moves by Spain (and others) into Europe. America is not really laughing now, are they? In opposition we see “Tory MP and former security minister Tom Tugendhat told BBC Radio 4’s Today program that the timing of Reeves’ visit to China was questionable. “She’s going at a time when her Budget has sacked the economy, we’ve got debt rates going up, and she looks like she’s going with a begging bowl, not with a trading deal,” he said. “That’s a real problem because actually it makes the UK look more vulnerable, and others around the world will see it too.”” 

Well, the UK doesn’t look more vulnerable. It is more vulnerable and it started 8-10 years ago when Mario Draghi decided to push his idea for spending in excess of €2 trillion. Yup, the invoice is due at some point and the UK is actively seeking solutions now, preferable before European nations do. As such I saw that dinner bell chime over 5 years ago. And as such Tom Tugendhat going for the adjusted Oliver Twist quote which was “Can I have some more please?” Doesn’t really hold water or slice the cabbage. It is reality in a nasty setting. It is the consequence of Wall Street and friends pushing hardship forward and now it is due harder choices will be made, but at this time these Wall Street friends are nowhere to be found and it comes down to Wall Street and its administration to figure it out and the Trump administration can no longer cry wolf (make China the nasty one). These administrations are in a deeper setting and are willing to give China a go, which will be good news for Tencent and Huawei in the first instance and first degree. Tencent will personally aid my need for coins and selling my idea, but that is not the issue now.

And whilst the article ends with “Liberal Democrat deputy leader and Treasury spokesperson Daisy Cooper urged the chancellor to return to the UK “to urgently address the ongoing crisis in the markets and announce a serious plan for growth”.” I wonder if the BBC relied on “Cooper urged the chancellor to return to the UK” instead of “Cooper urged the chancellor to return to the UK before the China vote is in”, there is of course the setting that this is not the case. I do not know Daisy Cooper, merely to a minimal degree. Yet at present, she has more in her stride than Australian labor PM Anthony Albanese. Yet for me the real ‘victory’ was that I optionally saw the backlash from President elect Donal Trump correctly, at least in part. And that days before the BBC gave me the rundown. So will the commonwealth unite with China? It is too early to say, but the start is here and now America starts its new administration with serious other problems. You see the group five eyes (Australia, Canada, New Zealand, the United Kingdom, and America) is nice but as it seemingly goes this setting could be 4 members short in the near future and that creates a new setting. The CIA will lose eyes in several places and they will not have the budget to rectify that any way soon (they lack other resources too). Still happy about the 51st state ‘joke’? We have asian food centers all over the commonwealth and these people feel happily fed and don’t see China as a threat. I am not saying they aren’t a threat, as I see it, merely America and its devoted fans do. The problem is that the economic hardships are real and the people are willing to give China a chance. It isn’t right or wrong. It merely is and it is a direct consequence of games that Wall Street enabled, as they disregarded a long term policy. It is the direct consequence of what I call short term Excel policies (not blaming Microsoft in this case).

We can postulate all we want, but it depends on what Chancellor Rachel Reeves brings back to Number 10 and parliament. As I personally see it, President Xi (with aid from He Lifeng) gets the option to make a clean sweep into the hardship that America is ignoring for itself and with the settings as I observed it on defense spending in several places China can put pressure on America to a much larger degree. Life can throw us the strangest curveballs.

So enjoy the day and remember that in China, they will say “我可以再多吃一點嗎？”

Have a lovely day, only 120 minutes until breakfast for me.

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January 9, 2025 · 21:53

Is it semantics?

There is a question that the entire ‘annexation’ of Canada brings to light. Is it the setting of an unintelligent person to employ humor (I try to steer clear of the word stupid) or is there a larger setting? So what is the actual meaning of this?

The previous story gave you part of that, but CBC (at https://www.cbc.ca/news/politics/trump-absorb-canada-response-1.7426177) gives us (optionally) more. It starts with ‘No longer a joke: Ministers say Trump’s threats to absorb Canada need to be taken seriously’ where we are confronted with “Trump said Tuesday he’d be willing to use ‘economic force’ to join countries”, we saw that and as such it would not be enough. 

But there is more, the setting of “Finance Minister Dominic LeBlanc said Wednesday that U.S. president-elect Donald Trump’s assertions that Canada should become the 51st state should be taken seriously, after he initially dismissed them as a joke. “The joke is over,” LeBlanc told reporters in French. “The president and his allies continue to repeat this — we know it’s not going anywhere — but the fact that he’s repeating it, it’s not very constructive.”” You see, this is true. But as we have surmised several times in the past, there is a need for any politician to seek the limelight (not that this is always wrong). As such we are given and shown that Finance Minister Dominic LeBlanc, Foreign Affairs Minister Mélanie Joly, Immigration Minister Marc Miller and International Trade Minister Mary Ng all have their say. Yet, they all miss a few corners. You see we are overwhelmingly confronted with ‘influencers’ all seeking limelight and they ‘know’ that outbursts of Donald Trump give them the emotional rhetoric to flame settings. Now they all get the chance to drill into 40 million Canadians, all eager to grow their ‘momentum’ that is the lose for to a lot of this. And it is a lot like the setting in the Patriot (that movie with Mel Gibson). Why swap 1 political party 5800 kilometers away when you could have 58 political players 100 kilometers away? That would make no sense and Canadians need to be aware of this. What is the optional stage oil that people like Donald Trump and Kevon O’Leary (a Canadian no less) will opt for the direct marketing of 40 million Canadians to get the upper hand. Whatever O’Leary claims, he will be in it for the money. He wants to ‘secure’ his 400 million and preferably add some (hundreds of) millions to it and as I see it, anyway will do. The man is the direct opposite of Ryan Reynolds. He is in it for his money in his own way, but a lot more intelligent. Any party he engaged with enriched him and he enriched them by a lot. And there is a social/national pride in his achievements. That is the proper way enterprising and capitalism needs to work. I wonder why no one sees that. 

The larger issue is not that, it is the setting what the Commonwealth needs to do. At some point it is forced to bulk up their borders and that is the strapping setting. The UK, Australia and New Zealand will be forced to take a stance. Optionally not New Zealand, their Sopwith Camels don’t have the range to fly to the US. And I don’t think that they have an operational Army either, good enough for humanitarian jobs and rescue operations, but actual war on another shore? I doubt that.

So the Commonwealth could start crying foul and invite China to become the aid party of choice. China will love that, now it gets army and navy posts right at the front door of America. And now we get a new Cuban missile crises, but one at the front door of Los Angeles, Hollywood (the burning one), Chicago, New York and Washington DC. Yes, a real good sense of humor, mr. President elect. And let the influencers get the blame, it was his posts (allegedly) that is setting the flames sprawling and unlike the ones in California, these flames will have a national impact. Americans asked for this, they elected the man. So what comes out is on their own heads. As a commonwealthian I share the feelings of Justin Trudeau who said on January 7th (source: CBC) ‘Trudeau says ‘not a snowball’s chance in hell’ Canada joins U.S.’ And as that setting evolves I wonder if I should swap my optional future in Toronto with a more secure lifestyle in Abu Dhabi. The idea of having an apartment next to a mall (Yas Mall) and 4 tourist attraction becomes highly appealing especially if the Harry Potter universe is added in 2025 to the Warner Brothers Abu Dhabi park. Perhaps IBM needs IBM Statistics support staff in Abu Dhabi. With a (delusional) sign on bonus of $15 million I’ll be game to witch Australia for the United Arab Emirates. Still willing to move to Toronto (for the same amount mr Ellison), so what are my options? Unless something is done with the President elect, I merely see the UAE as an option. Consider that, that people are willing to leave Canada and the beauty it holds for a different kind of beauty (UAE, Abu Dhabi). And in the end it will merely delay the bankruptcy by 5 years, which gets Trump out of deep water and after that America will drag Canada into the same mess it created for itself, well done Wall Street.

All that for a sense of delusional humor? I will let you decide, yet consider that America opened to door to grow China in near exponential size, because they could end up with options in Australia, Canada, New Zealand and the United Kingdom. As Elon Musk has shifted his interest into ousting Keir Starmer from the post of PM of the United Kingdom (which is not the worst idea), however whatever he wants to replace him with will be a person HE can control and that is not on with me.

The last country will open doors all over Europe. How is the expensionarlism of Trump hitting you now? On the upside, these four nations will see a larger investment from China in their regions. Not the best option, but taking in account what America had in mind a optional preferable one.

Have an optional great day.

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January 9, 2025 · 02:13

When insanity is like desperation

There is always the setting of misjudging ones opponent. That happens of course, but what happens when the opponent is an ally? That is the premise of the BBC article (at https://www.bbc.com/news/articles/ckg9gvg3452o) where we are given ‘Europe will not allow attacks, says France, after Trump Greenland threat’. This is not the first setting. It started with the setting that America (President-elect Trump) stated that it was a great idea if Canada became the 51st state of America and we see the news handing us the setting that Kevin O’Leary gives us that it was a great idea if that would happen. Now at that point I had two issues. The first is that O’leary is a Canadian, and no less a multi millionaire to the amount of somewhere in the near half a billion range. He is known to be clever so my hairs in the back of my went up. You see, I am a commonwealthian and handing over land that is ‘ours’ to America is a big no no in my book. 

The issue however went from bad to worse. We now see that Trump has his eyes set on Greenland and the lands around the Panama Canal. As such I am in doubt of what s going on. I refuse to believe that it is the simple ramblings of a madman. I understand that he is merely throwing ideas around, but we are given (in that story) “Asked if he would rule out using military or economic force in order to take over Greenland or the Panama Canal, Trump said: “No, I can’t assure you on either of those two. “But I can say this, we need them for economic security.”” And then an idea hit me in the head (it did hurt). So what if America is so bankrupt that America (President-elect Trump) sees that this could be the final presidency of the United States? There is a lose thought that there is correlation between ‘expansion need’ and economic security. And America has $36.22 trillion debt. Even at a mere 2% that amounts to $722 billion in annual interest (the interest is higher than 2%) and that is the kind of anchor that ends any economy. To set this into other sights, if Greenland and Canada become part of the United States, the look and feel of debt goes down, or in better words, 40 million more taxpayers and the resources of Canada (and Greenland) become American resources. I just bet that Kevin O’Leary has his ideas on how to exploit that setting, no sharks required. 

There is every chance that Trump will voice in two weeks that he was just throwing ideas around, but that is not a given. Now that he realizes that the EU will go to war and the UK, NewZealand and Australia will stand next to the leader of the Canada against Trump that setting becomes dodgy to say the least. We will see an entirely new setting. And in that setting China will see it’s own needed promise of gaining economic strength on the global stage. So as we are given “Trump suggested the island was crucial to military efforts to track Chinese and Russian ships, which he said are “all over the place”.” He seemingly forgets that in that instance Europe will invite China for ‘support’ and in that setting the US military will have to vacate all European base settings. The problem is that this could invite Russia to expand to the west, unless China has already been invited and that is a new stage of poker for territory. Is that what will happen? I honestly don’t know. Yet, we also never saw the setting that America would seek expansion into their north and west, so all bets are off as I see it. 

How this plays out is anyones guess and for the most of it all, many see President elect Trump as a clown, so we tend to downplay his rhetoric, but in seriousness, he might be pushed due to the debts and the fact that America has close to no way of paying that debt in the coming three years. So in his presidency America is highly likely to go bankrupt. As I personally see it, that is good news for me, because when that hits all IP will gain value, especially if it is IP outside of America. Still, we need to see what the American administration does when the new president is in office. As I see how this evolves people like Danish Prime Minister Mette Frederiksen, French Foreign Minister Jean-Noël Barrot and current Prime Minister Justin Trudeau are giving their view on the ramblings of a elected president and that spells bad news for America. The question becomes how will China react? In other news, there is an upside for Saudi Arabia, as it seemingly is Lockheed Martin would come for sale and Saudi Arabia is willing to pay top dollar, as such the question becomes ‘Did James D. Taiclet consider relocating to Riyadh?’ Not the weirdest question to throw into the rink.

We will know within two weeks whether we will get some ‘Just kidding’ news article or whether we see countries in Europe sharpen their axes to start another conflict. 

Have a great day.

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January 8, 2025 · 00:57

Dens, first name Evie

That is the setting where I am. It was the BBC that gave me (at https://www.bbc.com/news/articles/c9q78wn9g8zo) where we see ‘US designates Tencent a Chinese military company’ and my first question is “By what evidence?” You see, we can go back to the European tour by Colin Powell, armed with a silver briefcase where he travelled around Europe like a rockstar and that is how we got into the Iraqi war. They had graphics (probably a powerpoint presentation). Then we got the accusations against Huawei. We never got to see any evidence and as I saw it America was afraid to lose the 5G war and they basically still did. Now we get that Tencent is on route to basically throw Microsoft in the dirt and now they are a military complex? To do what? Unite gamers all over the world? And what evidence do we get? The simplistic line “including gaming and social media giant Tencent” Where is the evidence? Then we are given “The list serves as a warning to American companies and organisations about the risks of doing business with Chinese entities. While inclusion does not mean an immediate ban, it can add pressure on the US Treasury Department to sanction the firms.” Funny, Tencent was offered my gaming solution that would bring them 6 billion a year in phase one, after that the numbers become interesting. You see, Amazon had no interest (they never contacted me) and as such the Amazon Luna seems to be out of consideration, Google placed themself outside the scope as they deleted the Google Stadia and I will not let Microsoft near any of my IP (as I personally see them, they are losers that rely on the gods of mediocrity) which leaves Tencent. As I see it, the first stage would get them a nominal annual revenue of up to 6 billion, which is set to 50,000,000 consoles. After that with up to 200 million consoles the ride becomes exciting. I offered it also to Saudi Arabia and Kingdom Holding as they have larger concerns in this and There is a hidden pleasure in me to see Saudi Arabia end up above Microsoft, they are that irrelevant to me. It would also impact Facebook (Meta) revenue, but I cannot say to what extent (lack of numbers and achievable timeline)

A simple setting I saw 3 years ago and no one seemingly caught on. 

As such we see all kinds of wannabe players, but there is no evidence, at least it is not clearly given. And when we get to “In response to the latest announcement Tencent, which owns the messaging app WeChat, said its inclusion on the list was “clearly a mistake.” “We are not a military company or supplier. Unlike sanctions or export controls, this listing has no impact on our business,” a spokesperson for the company told the BBC.” Some might catch on that America is merely trying to to prevent Microsoft to go several steps closer to bankruptcy. So they are setting (in my personal believe) the status for Europe to shun Chinese firms. Yet the larger setting is that they are merely setting up the shop for Tencent to become close to an Arabic and Asian provider to entertainment. So in 2-3 years when Tencent, TikTok and Huawei grow beyond their borders we will see the scared Europeans go overboard and let them into their areas and as I see it Tencent is on the brink of shutting Microsoft out of a population of close to 3 billion people (Asia, India, Arabian nations, Indonesia and Bangladesh) and as such as they get the people on their side Europe with over half a billion people will be joining them as well. Microsoft might be a 3 trillion company but I reckon that in a year with failure after failure, their vaults and coffers will look rather slim-lined. 

And for the people thinking I am bluffing, well, you are allowed to think that, but consider a small setting. Microsoft lost to Nintendo and Sony and all we get all the junk news like that they are working on a handheld computer. The problem is that Nintendo is already there and Tencent is coming as well (exact time unknown to me). So Microsoft is already in third place and it will get worse from there, because you need people in the end and they are somewhere else and now that they are ‘advocating’ cloud gaming with TV’s we need to realise that this require too much bandwidth, as such that ship is sailing fast towards the abyss of failure (as I personally see it). Then we get their Surface pro and the short and sweet is that it is nowhere as useful as what Apple has. I see that as another failure. You see in the 11 years that contraption was around, it did not push Apple from the winning pedestal. No matter how much they spin the story. And when you consider that gaming and tablet as well as the fact that Blizzard and Bethesda were bought for 75 billion. So how much did they make? Nowhere near that much and Starfield was a bust from the beginning. Billions in the Surface pro and that is not paying off either. So how many failures can they survive? And now Tencent is entering gaming with the option to create serious waves. It is the impact of innovation. As I see it, spin gets you nowhere and now the new spin for players like Microsoft is to let the administration deal with the Chinese and with the return president elect Trump Microsoft is cheering as President elect Trump is anti-Chinese. But the trouble isn’t what they have. It is that over 4 billion do not see America as the centre of the universe. Which gives Tencent an option and when (speculative) Tencent will adhere to the stage of Harmony OS, the setting for Microsoft and Google goes down a mot more. You see HarmonyOS joined iOS and Android on the world stage. Yes, it is a mere third place, but every step they make is one that Apple and Google lose and Google has more problems because of the stupidity of the American legal system. They are just slicing pieces of the revenue pie for Huawei to take a bite from and as Huawei grows Google and Apple will lose some market share. And as Huawei and Tencent connect they will both grow stronger. How strong? That is not easy to say, but the small beginning will endure over time and America pushed for this and now it is too late. As the market changes Huawei and Tencent will robustly grow to some effect. Now we get the ‘accusation’ that Tencent is part of the Chinese military companies, which is formally known as the Section 1260H. And that is a nice game, but the others (pretty much all others) want to see evidence as Europe and the Commonwealth will demand evidence. They are seeing what revenue these two players bring and Microsoft merely brought failure after failure. As I see it innovation talks and failure walks alone and when someone will consider the turncoat metrics of Microsoft trying to get whatever they can as their console and tablet fails to do. As for Azure? It is lagging behind AWS (Amazon) by 50%, so don’t get your hope up. Another failure as I see it. So how much revenue is lost over these three parts only? So as the secretary of the Pentagon is not too busy (Miss E Dens) we would like to see the evidence that Tencent is part of the Chinese military. I don’t say it is not, I merely want to see evidence for a change (we never saw the WMD evidence, or the Huawei evidence), just for argument sake.

Have a great day, my Wednesday started 3000 seconds ago.

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