Tag Archives: China

October 13, 2024 · 18:01

What is real?

That is at times the question. There was an image on LinkedIn (see below) and I had taken notice of it. Yet today on LinkedIn we were given a rather large recruiting drive which seems odd, but it doesn’t need to be. The line “Amazon plans to cut 14,000 manager positions by 2025” directly opposes the recruitment drive on which 150 people applied for (as a presented fact).

We see all the big boys dumping staff around 120,000 of them and the others are planning to dump a significant amount of people (numbers unknown). One of them I know ‘personally’, it is the Swedish telecom company Telia. We were given a month ago “Swedish carrier Telia is set to cut 3,000 jobs this year as part of cost reduction measures. The proposed cuts would equate to around 15 percent of its workforce, and deliver annual savings of 2.6 billion Swedish crowns ($253 million), the operator said today (September 4)” the larger issue is not that they are dwindling down staff, a 15% decrease is significant. It is the other side of the coin that I cannot see at the moment. That 15% might be all over the place, but the turnover is that a company with 15% less staff tends to have issues all over the board. Perhaps it works out, perhaps not. But the issue that I see with 3,000 persons saving them 2.6 billion Swedish crowns is a more significant issue. You see that amounts to a personal saving of 866K per person and no one in Sweden makes that much (well almost no one) this means that Telia is downsizing a lot, as such we need to take a look at “As of 2023, the company had a market share of roughly 31.5 percent” This implies (implied does not mean factual) that Telia is downsizing a few more branches and that now leads us to a much larger setting. Another source on this gives us “I envisage that this intended approach will not only result in a Telia that is simpler and faster in decision-making and commercial execution, but also help us to grow our business and generate enough cash so that we can make necessary investments and cover our dividend, as we remain committed to our dividend policy” I feel uneasy on this. Especially the statement “we remain committed to our dividend policy”, now this might (and likely is) merely me, but it could also mean that Sweden is ripe for players like STC (Saudi Telecom Company) and Huawei (Ren Zhengfei) to take up the baton to wave a much larger change in Europe. I expect that Huawei might show links to China Telecom (a speculation, not a fact). You see, as these companies all dwindle down, these staff members (requiring a job) might be a nice niche for these two players. Saudi’s STC is already in Europe “Saudi Telecommunication Company’s subsidiary TAWAL officially began operations in Europe in August of that year. In September 2023, it was announced STC Group had acquired a 9.9% stake in the Madrid-headquartered multinational telecommunications company, Telefónica, S.A..” When you consider this stage, and Sweden is the next target, Finland and Norway are not far away. I saw some data on STC entering Slovenia (might have been Slovakia) and that puts the option of Poland on the table, at that point Saudi Arabia has a clear path from the South of Europe all to the far north. And with that on the road, Huawei will have negated a much larger win, it took them some time but with this in place America is out of the race in Europe. All that bantering of fear mongers (never showing any evidence) and now these players will succumb to a much larger setting. Mind you, I am speculating. I have no evidence of this. And when we consider that IBM and Cisco are also on the list, the internet overhaul could become a lot larger. We say ‘it won’t get this far’ but the stage where they could be replaced by other players There is a Chinese version of Cisco (not sure how that words), but the stage becomes that Huawei and STC would have a clear path taking over servicing the European population of 449 million people in the EU. It is what I would attempt to do and America losing 120,000 people to ‘streamlining’ businesses will not help. So what happens next? Well if this impacts Telecom in Europe, especially a well maintained network, America will lose more and more and now they have no data to look into, that implies that Google, Meta and Microsoft will get less data and that will hinder their actions in the long run as well, especially as the Department of Justice is seeking to slice and dice Google. In that setting Huawei and their Harmony OS NEXT will get a great option and as that vibrates through the Middle East and Asia, Huawei will get the sweetest revenge on America to start. In this setting (as I personally see it) Germany and France will soon count the chickens they have and the eggs coming from this setting. I feel that Germany will turn first, but that might merely be my view on the matter. 

What is a given is that this is merely a setting as I see it (optionally very wrong), but as Saudi Arabia via BRICS makes more inroads into Europe, America will essentially lose these income streams. And that is the beginning of the end for America and its $35,000,000,000,000 debt. There is every consideration that more then 20% loss of revenue implies that America can no longer pay the interest bill. A setting I saw coming a mile away (5 years ago), so I do not see any hindrance to this scenario (which doesn’t make it correct).

And in all this China is seeking ‘revenge’ on the accusations America spouted and Saudi Arabia is aiming to become a technology hub and they are well underway to make that so.

So in this day and age of redundancies, there is a larger group of people almost desperate to find a new gig and there these two players can find all kinds of people ready and willing to give their new employer the best that they had. Will it be so? Time will tell. 

I want to congratulate Vancouver as they join us on this Sunday and the rest on having an equally fine day.

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October 9, 2024 · 23:48

Personal perception

It is always funny to see greed and stupidity in one compact package. In this instance I am introducing you to the American department of Justice. The one that will not prosecute Microsoft, the one that hands their economy to China and the one that throws away whatever economic options they have. Hobbled by ego trippers without a clue, chastised by a failing religion, one nation under the league of flaccid atheists. 

Is that clarity enough? In comes the BBC (at https://www.bbc.com/news/articles/c62504lv00do) giving us ‘Google threatened with being broken up by US’ where we see “The US government is considering seeking the break-up of the world’s biggest search engine, Google, which it accuses of causing “pernicious harms” to Americans.” Really? The US government is accusing Google of “irreparable harm done through evil or insidious corrupting or undermining”? Who is the idiot making that accusation? Lets have a rundown

It was founded in 1998 by Sergey Brin and Larry Page. They released Google search and they were clever they had the IP properly patented. Two clever dudes designed something that Microsoft never considered. Microsoft who was licking the rear end of the CFO’s of the fortune 500 were outsmarted by two students who gave people a system they needed, they handed system the people needed. So in this daytime and age, who would you rather appeal to? 500 persons who think they know it all, or a few million who are happy to be grateful? One implies money, the other gives you clusters of happy workers. In 2010 they improved the search engine making it twice as fast. At that point they had the cornerstone of modern telecom electronics. And  that is when 4G came out. And Google became the power player it is today. The story is a little more complex but this is the gist of it. The power player who proclaimed to be innovating were surpassed by two students who actually were innovative. Apple took the option of letting the innovators be and offered their technology for a large payout. 

There is more to all this, but the lowdown is that innovators recognise other innovators (YouTube) and they came up with Google Ads and in all that time the so called innovators (Microsoft) couldn’t even get close to what Google designed. They failed to offer a decent search engine (Bing) and they had nothing to offer against Google Ads (Microsoft Advertising) they failed 4 times over. And now we get stakeholders to push for breaking up Google. So let’s see how stupid that is.

In 2019 Huawei created HarmonyOS. In 5 years it created a decently worthy opponent to Android. It is now available in 77 languages. Last year it created HarmonyOS NEXT. It allows several smart devices to talk to one another. We can speculate that Harmony OS NEXT is more than a worthy opponent to Google. It will allow Huawei to hand the people in Europe, Africa, Asia and the Middle East with mobile solutions that will be happily accepted in the houses there. That is what the DoJ is achieving. And this is not the first time they are interfering where they seemingly have little knowledge. And for me it could open another door (yay me). 

All this matters because Huawei Harmony OS NEXT will enable seamless interactions among a wide array of device forms, from earphones and automobile head units to smart TVs and mobile phones. Google does this with the devices they have, but until now they had no real competitor, Microsoft was too soft and not enough micro and beside that they are spread too thin. Now that the DoJ is seemingly planning to break up Google Huawei gets a nice clean playing field to promote their brand outside the USA and with that America loses more and more market share. So whatever deceitful claim America makes They are about to be sliced and diced in the mobile industry by Huawei, TikTok (ByteDance) for video and on the electronic field by Tencent. Three companies that have real innovators and the one innovator that needs the space to continue their work is hobbled by “If the DOJ pushes ahead with the proposed remedies – and they are accepted by the judge in the case – it would represent arguably the biggest regulatory intervention in the history of big tech” which hands a clear victory to Chinese entrepreneurs. How silly they are.

As I see it, they are about to lose seven times over with the losses they have and looking at timeline of the innovators, the stakeholders as I personally see it are handing Chinese companies massive victories and I reckon that those ‘siding’ with America will change sides to the Chinese corporations before the ink dries of whatever bankrupt statement America gives the world and with the 35 trillion dollars they have less then 4 years to avoid that and I have no idea what happens to whatever Wall Street will side with. This is my personal perception of what is about to happen. Many will say that I will be wrong and I could be, but there is too much data siding with me and whilst these stakeholders get politicians to side with the need to line their pockets America keeps on losing more and more. 

In 2022, Saudi Arabia signed $4 billion worth of arms agreements with China, including deals for armed drones, ballistic missiles. In 2024 it has grown to $50 billion. This is partially important as I wrote on the 21st of February 2021 ‘How to miss out on $20,000,000,000’ And I was wrong, I stand corrected. Their revenue grew to $50 billion a mere three years later. I saw it coming a mile away and now it is happening. And the DoJ is making it worse. As I see it Google, Adobe, IBM and Oracle are the last of the real innovators and the DoJ is about to hobble one of these four, it will soon be that bad. 

As such, is my perception wrong? It might be, but my presumption has been a lot more correct than it has been wrong. No matter how you view it the entire Google mess is being mishandled (as I personally see it) pretty much from the beginning. 

And now America gives the option for a much larger win to Huawei Technologies. It will not impact  America, but Google is very likely to lose market share on several fronts. There is a much larger loss if Huawei would include TikTok on every Huawei mobile. Should these mobiles come with HarmonyOS NEXT the damage would increase and with their multi sharable sides Apple revenue would also be impacted as well as a loss of revenue to all kinds of accessories. These losses of revenue will hit Apple as well as Google. As I see it a simple creation of imbalance by people who (by my reckoning) have no clue on the internet of things. What a lovely present ego makes for others.

Enjoy the coming day.

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October 6, 2024 · 20:05

Is it merely political?

That was the thought I had. It came from Politico, as such I would believe that it was political. Yet the larger premise is on the setting of circumstance. This sounds weirdly spooky, but it is the best I can offer. The story (at https://www.politico.eu/article/vladimir-putin-war-economy-pain-saudi-arabia-sink-global-oil-prices-energy-russia-opec/) starts with ‘Putin’s war economy faces pain if Saudis sink global oil prices’ which is a partial truth, but it goes further then that. We are given “A Saudi move to grab market share will squeeze the Kremlin’s finances, experts argue” which is only a partial truth. The entire part is followed by “Riyadh is increasingly frustrated with other petrostates’ failure to coordinate on cutting supply to raise oil prices to about $100 per barrel — up from the current $70. Oil traders say Saudi Arabia is now set to respond by flexing its muscles and turning the tables on smaller producers, exporting more oil itself to grab market share and profits, even as prices fall.” We are also given “The Financial Times reported last week that Saudi Arabia could abandon its long-held ambitions to limit the crude supply to push prices to around $100 a barrel. Oil market experts have little doubt that Saudi Arabia has the enormous production and export capacity to change tactics and gun for market domination through volume instead.” In this view I need to align a few positions. What is missing is that America (the United Kingdom also) are depending in keeping oil cheap. So that is missing. Hanging it on the Russian needs is a bit dorky. Yes, they both matter, but the US an EU need for cheap oil missing as a pre-made need, is just dorky (I can’t find a better word for this). You see when there is a lack of a commodity prices go up and now this fails? The world requires (at present) that 2.4 million barrels per day pumped more than now and that is not done. I actually speculated this a year ago when I stated that we can pump 4 barrels at $3, or 3 barrels at $4. The amount gained is still the same but at 25% less oil. It is a simple equation (and an incorrect version) but the the premise remains. I went through to the next stage that Saudi Arabia could pump 2 barrels as the price goes up to $6, still the same revenue but now at half the oil delivered. This is how commerce works on commodities. I still doubt the statement that the $100 per barrel cannot be reached, I merely believe that certain stakeholders want the premise to keep their pockets lined. How? I cannot tell, I am not an oil person, I merely use it through various means. So what gives? 

When we get to ““The global economy is fairly sluggish and oil demand is not as high as the Saudis would want,” said Ajay Parmar, director of oil markets analytics at commodities intelligence firm ICIS.” I have issues here. You see, this means that the Russia delivers all oil. There is not a lack of demand, some people are playing a high end game to keep their pockets lined. If I had it my way (pretend that I am the new CEO of Aramco, a very fake one) I would stop 5.5 million barrels a day from reaching the US, EU and UK, in the combination 3,2 and .5 it would take less than 90 days for it all to implode. As Tesla is more and more lacking is quality, the other nations will need 2-3 years to overcome their downfall and in that time China is the new superpower with America stumbling over the edge of the abyss. That is clear in my (optionally wrong) point of view. The setting that Politico gives is too partial and slightly too flawed. 

Yes Russia has a problem and they are welcome to the problems they get to harvest now. A second problem is “Russia’s fossil fuel profits have also risen by 41 percent in the first half of this year alone, according to Moscow’s finance ministry, despite Western sanctions imposed over the war in Ukraine.” I don’t doubt these numbers, but who paid for that oil? I doubt is was merely China, North Korea and India. Although these countries were involved. I saw last year that India was buying some of the oil, China is a definite and I guess that North Korea had to pay for their weapons and it seems like a logical choice for them to accept oil as payment. So who more? 

Politico should have stated “Russia’s fossil fuel profits have also risen by 41 percent (from 1M barrels to 1.41M barrels)” but they didn’t if Russia only sold 50,000 barrels it will not be an issue, but that is not the case, is it?

Now if you doubt my reasoning. That is fine. But we have seen plenty of issues where prices go up the moment that commodities has a higher demand. Yet the article does not give us that does it? And who is Ajay Parmar? This article leaves me with plenty of questions and no answers. So in all this, Is Russia in actual trouble? To some degree, but I see this as an alternative way for Saudi Arabia to give in to the west requiring cheap oil. I personally believe that Politico missed their mark and as such loses credibility as such. The one part that I do see is “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, Western countries spent $2 billion on this rebranded fuel in the first half of 2024” As such that should be the story and the story is that more and more nations are fuelling Russian revenue through refining Russian oil and filling their pockets. As such there is a momentum being built, one that is not addressed and one that is trivialised as such I expect that plenty of newspapers will fuel their revenue by posting this story. The 41% is now shown to be big business, especially when we see Turkey and India and how they are short on cash pretty much all of the time.

So we are seeing a larger stage. In the first on where is Russian oil going to and in the second what countries are fuelling their demands for cheap oil? A nice spreadsheet would have been nice, but that was a part that Politico oversaw (I guess).

Still as we see one part, we also see the part that some want us to see, appointed awareness. A combination of social awareness and the influence of appointing. A formal arrangement to create a designed social awareness. The ability to understand a situation as the offical parties would like others to see them. But as I see it, this will be at the expense of the Kingdom of Saudi Arabia. Is that fair all whilst Russia is handed loophole after loophole, as long as the west gets its oil cheap. How is this not exploitation? 

Consider what is being done and at what expense? The question is simple enough. 

Enjoy the Sunday you have left to you.

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October 4, 2024 · 21:11

Accepted doubt

This is on my, or better stated my view on matters. In this case it is the Reuters article ‘Exclusive:  Kushner has discussed U.S.-Saudi diplomacy with Saudi crown prince’ (at https://www.reuters.com/world/kushner-has-discussed-us-saudi-diplomacy-with-saudi-crown-prince-2024-10-04/) which was released less than 30 minutes ago. I have had serious doubt on the media on a near global stage and at this moment Reuters has gained several points towards doubt. Yet, in this case I am willing to put doubt on my ability to see things clearly. 

So, lets take a look.

“The news that Kushner and Saudi Arabia’s de-facto leader discussed a peace accord”, here we see the statement “de-facto leader”, we know that Saudi Arabia still has a king, but what stops Reuters to state “The news that Kushner and Mohammed bin Salman Al Saud discussed a peace accord”, both are in principle correct. Yet the Reuters statement comes across as Saudi bashing. ‘To put a person in its place’ might be the interpretation as many would see it, especially in the Middle East. Then we get “renew questions about whether Kushner’s financial ties with Riyadh could influence U.S. policy under his father-in-law”, so what is the issue here? It is a serious question because the article does not give us a complete report on what those ties are, we get a link to the Hill, there we see ““crossed the line of ethics” by accepting a $2 billion investment from the Saudi government in his private investment firm six months after he left the White House” my question in this is were laws broken? You see, the investment was done AFTER he left the White House. So were laws broken, or were they not. 

Then we get “To encourage Saudi Arabia to recognise Israel, the Biden administration has offered Riyadh security guarantees, assistance with a civilian nuclear program and a renewed push for a Palestinian state. The deal could reshape the Middle East by uniting two long-time foes and binding the world’s biggest oil exporter to Washington at a time when China is making inroads in the region” How come that China is diminished with “when China is making inroads in the region” and what is this about “assistance with a civilian nuclear program”. My issue is that China has been making inroads for the better part of two years. As such making inroads, comes across as a joke, massively inaccurate. So why was the civilian nuclear program added? Could be true, could be anything. But the media at present has a massive credibility issue and whilst space on a webpage is nearly free, Reuters is a little stingy on using it.

Last we get to “The Saudi relationship with Trump was notably close. Trump’s first foreign trip as president in 2017 was to Riyadh, accompanied by Kushner. After Saudi expatriate opposition journalist Jamal Khashoggi was murdered at the Saudi consulate in Istanbul, Trump stood by the crown prince in spite of a U.S. intelligence assessment that he had authorised the killing. MbS denied involvement.” Is filled with inaccuracies. No clear evidence has been produced that Khashoggi was murdered in the Saudi consulate in Turkey, there was an assumption and the setting that “U.S. intelligence assessment that he had authorised the killing” is even more inaccurate. The document A/HRC/41/CRP.1 which was given to the world by the Human Rights Council does not give us that either. In that report U.S. Intelligence is mentioned twice. In one case we are given “The Directive states that if a U.S. intelligence agency “acquires credible and specific information indicating an impending threat of intentional killing, serious bodily injury, or kidnapping,” that agency has a duty to warn the intended victim.” No mention of authorisation or anything regarding an order by Prime Minister Mohammed bin Salman Al Saud. I am adding that document at the bottom. As such I have issues with the Reuters article. 

There is more but read the article yourself. The article hands us a pice of evidence that Reuters is losing credibility. 

I am not a Trump fan, but at present there is a larger stage and the Biden administration of fumbling the ball, and as issues go at present, China will be a large bigger inroad in the Middle East (Saud Arabia and the United Arab Emirates) in 2025 and I have to wonder how much inroad they will make in Egypt in 2025.

But I hope that the message comes across. And in the second stage, what laws did Kushner break? Because in the end that is what matters. 

Have a great day

a_hrc_41_crp.1Download

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September 30, 2024 · 11:48

Co inky dink

Yup, my previous article on comic films preceded a BBC article. Or perhaps better stated I saw the article after I wrote my article. As coincidences, go a nice one. The BBC article (at https://www.bbc.com/news/articles/cj6er83ene6o) gives us ‘Hollywood’s big boom has gone bust’, I have some issues here. The first is seen with “the good times ground to a halt in May 2023, when Hollywood’s writers went on strike” I resent the implied status that this was up to the writers going on strike. And as we are given both “The actor and aerial cinematographer turned his hobby of flying drones into a profitable business in 2012 just as the streaming wars were taking off. For a decade, he was flying high above film sets, creating sleek aerial shots for movies and TV shows on Netflix, Amazon and Disney” and “But rather than roaring back, in the one year since the strikes ended, production has fizzled.” This story isn’t giving us the goods. You see there are a few elements. One is saturation of business. First there was Netflix, and not we have in addition Disney plus, Hulu, Paramount, YouTube TV, Sling, Fubo and Amazon prime. Several more to follow but these are the better ones. What was one is now eight and it doesn’t end there, there are all kinds of digital boxes who keep tabs on it all. The problem is that income levels are still the same as they were in December 2019, pretty much in synch with the first Covid setting. In 5 years most incomes are either the same or ridiculously close to that and in the meantime the cost of living has gone through the roof. Housing has been raised in many places by as much as 50%, that is hundreds of dollars a week. Food has risen by about 5% per year. There is the larger set that most people can at best afford 1 digital channel (if at all), as such all eight channels competed for the same customer at the same time. As such it isn’t merely that production fizzled, or that projects were cancelled. There is a dwindling population that cannot even afford one channel. And to relate that to the present, Disney projected it would spend between $8 billion-$9 billion on content for its premiere streaming service. Now see that investment all whilst less people could afford that TV channel. This isn’t merely America, this is a global problem. Hollywood has relied on the old Roman principle “Give the people bread and games” and now the people cannot afford the games and more and more of them are falling short for buying bread and this is happening all over the world. So whilst we get “Projects have been cancelled and production was cut across the city as jobs have dried up, with layoffs at many studios – most recently at Paramount. It had a second round of layoffs this week, as the storied movie company moves to cut 15% of its workforce ahead of a merger with the production company Skydance.” We see that there is a lull in the setting of projects and the attainment that people are in the mindset of “things will go better soon” but that is not the case. America and Europe wasted at least two years on their ego all whilst the ‘customers’ who had the cash have vacated to China. I saw this happen two years ago, which is why I created a script that could entertain the Muslim population. And I was right that SBA (Saudi Broadcasting Authority) and Dubai media are growing like crazy, all whilst the American players are merging and buying each other out. I saw the same happen in the IT in the early 90’s with a Dutch company called Infotheek. On the edge of bankruptcy, they bought the smaller players and take that revenue as your own. It didn’t work then, I doubt it will work now. And in that light America has a second problem. Many players will divert to Canada as it could be an option. Many actors and actresses are Canadian, so that works for some. Vancouver is a new powerhouse in this and the more the capture the smaller the American pie becomes. As such the article is right, Hollywood big boom has gone bust, as could be the case for Hollywood fairly soon. And there lies the problem, an over bubbled industry, A premise of channels that ned to invest billions, all whilst there is doubt that the revenue in 2026 could have diminished by 20% (at least), as such who gets the money? Then in the past 300% on investment was achievable, soon it will merely be between break even and perhaps 50%, so how many investors will leap the fence to optionally Arabic channels? I made it clear in 2020 that you cannot bite the hand that feeds you, but did the American defense industry listen? Nope and now the Chinese defense industry reports a growth of 25% year-on-year. That is money that is not going to America and now the streaming channels are optionally seeing a similar move towards Arabic nations and India. So how long until the boom turns into a gap that implodes implodes? 

All things that have been out in the open, but the BBC overlooked it. It is a good story and it gives some of the goods, but it overlooked the attached factors and these are a lot more disastrous. Well, that’s it for now. It is almost lunch time for me, have a great morning wherever you are.

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September 24, 2024 · 22:59

Two sides of technology

There are always two sides on any technology. The question is whether they are aligned or not. The first story is found at (at https://www.edgemiddleeast.com/ai/tsmc-and-samsung-consider-100-billion-uae-chip-projects) where the Edge Middle East gives us ‘TSMC and Samsung Consider $100 Billion UAE Chip Projects’, it all comes across as straight forward. We are given “Semiconductor giants TSMC and Samsung are in early talks to establish massive chip-making facilities in the UAE, potentially marking a significant expansion in global production.” It seems to me that this is a straight forward option, especially for the UAE. We are also given “develop potential chip projects in the United Arab Emirates, with investments that could exceed $100 billion. The discussions, which are still in the early stages, were first reported by The Wall Street Journal on Sunday” and this article ends with “Should these plans move forward, they would mark a significant milestone in the UAE’s efforts to position itself as a global technology hub.” The second article was initially from the Financial Times (but they are behind a paywall), as such I I cannot give the link, but the headline reads ‘UAE president meets Joe Biden in push for more US AI technology’ where we are given “Sheikh Mohamed bin Zayed al-Nahyan seeks to formalise fledgling partnership between both countries” as well as “The United Arab Emirates’ leader met US President Joe Biden in Washington on Monday to advance artificial intelligence co-operation as the Gulf nation tries to secure easier access to US-made technology” and “The UAE is one of the US’s most important allies in the Middle East, but relations have been strained at times in recent years. Talks for a formal security pact with Washington have stalled, and Abu Dhabi was infuriated by what it saw as a lukewarm US response to attacks on the UAE’s capital by Houthi rebels from Yemen in 2022.” This is a dangerous time for America. The trivialisation of the Houthi terrorists will cost America dearly, it has before and it will cost America more than they imagined. You see, as I personally see it. There is a bigger fish. The option that China will play nice with Taiwan when there is a larger part of the $100,000,000,000 could give China the edge they need. And in this setting China will have several bonus options that would fall away from American. That alone would entice China to play nice with Taiwan to a whole larger degree. Is it viable? I honestly cannot say as the media is massively anti-China. Ask Huawei is you doubt my view on this issue. 

How could this happen?
There are several options, but if I were a betting man China would offer Taiwan independence UNDER China. Would Taiwan accept this? I don’t know, but if China would enable a diplomatic solution via the United Arab Emirates it could happen. China is more interested in the collapse of America sooner and will hand an independence ‘option’ to Taiwan. And the setting with Sheikh Mohamed bin Zayed al-Nahyan gives China a larger option to manouver. It is my believe that the Biden administration is driven to not make my speculation happen and for that it needs a slice of the UAE AI business and America will offer whatever it has to to make their entrance a done deal. On the positive side if Microsoft gets involved there is every chance that their affinity to mediocrity will blow up in their faces and the American stance becomes a whole lot weaker. This is not ‘fear mongering’, this is merely the view I have on Microsoft and the blunders they have made in the recent past. The UAE embraces perfection, as such Amazon (AWS) or Google would be a much better fit. But this is not about bashing Microsoft (it is fun though). The AI investments that could be coming the way of the UAE, there is a larger field. We hear all about ‘AI’ and the developers (Amazon, Apple, Google, et al) but most forget that Huawei has its own system. The FusionMind AI platform. I don’t know how good it is. Whatever the media tells us, once Huawei gets to demonstrate their system. No matter what others think, if the UAE considers it good enough, the American race for revenues goes in the wrong direction (for America that is). Don’t ask me how good or how bad the Huawei system is, because I have never seen it, but I know about it and the media is doing its best to ignore Huawei, but I am not convinced that this is a good move to make. The IT people (like me) want to assist people with solutions that WORK. I do not think it is a good idea to ignore the Huawei system. And I believe that neither Saudi Arabia or the United Arab Emirates are ignoring the Huawei technology side of it all. For me the larger setting isn’t merely what works, but it is the dim witted view of accusing Huawei whilst not offering ANY clear evidence. That is the larger stage and if Huawei, or the Chinese government can convince Sheikh Mohamed bin Zayed al-Nahyan to allow Huawei to present their case, American will have additional worries to deal with. I personally think that Google AI with Mandiant would be personally the better option. That is merely because I have have limited exposure to AWS and no exposure to Amazon security solutions. So my view is slightly biased. In all this, Google needs to convince the UAE that they have what the UAE needs. After that Saudi Arabia should be shown these solutions too (likely they have already seen them).

When we see these sides, one side is the technology, the other side is the software and when we optionally see these chip solutions the bigger winner becomes whomever sets the premise of their software to the hardware provided. I personally hope for Google (I am biased here), but the end game is nowhere near concluded at present. I reckon the Biden administration is hoping for a memorandum of intent, but that is something we might see on Wednesday. So keep looking.

It is almost Wednesday here and Vancouver is following in 18 hours. So anything is possible. Have a great day.

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September 16, 2024 · 16:36

What is the colour of cowardice?

That is seemingly the question. We are given by the BBC (at https://www.bbc.com/news/articles/c5y3y79llndo) where the headline gives us ‘TikTok to begin appeal against being sold or banned in US’ with the added text “TikTok will start making its case on Monday against a law that will see it banned in the US unless its Chinese owner ByteDance sells it within nine months.” I don’t really have a voice in this. I do not use TikTok, I don’t have the app. I use YouTube and YouTube shorts and that fits me just fine. There is only so much procrastinating a person can do until the battery of his mobile/tablet gives out. I have nothing against TikTok, but YouTube got here first and it does more than I ever needed. 

And for the text “The measure – signed into law by President Biden in April – has been prompted by concerns that US users’ data is vulnerable to exploitation by China’s government.” It gives me the question, what evidence is presented? What evidence has been verified? You see America has seen its OWN influencers hand over data (or make available) to Russia, after 8 years we FINALLY see action and more nations are following. As such I am weary of anything anti China appearing after the BS stage America did regarding Huawei and for that part we still haven’t seen clear evidence. A mere mention of ‘could’ and ‘possible’ were given, but no hard evidence. A mere case that was settled and 10 years old. Even as we are given “advocates of America’s powerful free speech rights, enshrined in the First Amendment of the US Constitution, say upholding the divest-or-ban law would be a gift to authoritarian regimes everywhere.” I need to agree that these first amendment rights were never ready for the digital revolution we are seeing and we see that in relationship to the Russian paid influencers. I find it weird that they can call themselves ‘victims’ all whilst they got a million dollar deals. Influencers need to be addressed and cut short. If this is not done then you hand a victory to ByteDance and its TikTok. Then we see the accusation “Mr Wang also criticised lawmakers for being vague about the specific national security threats that they say TikTok poses”, really? So where were they (US intelligence) when social media influencers decided to invade national security for Russia. We have yet to see results from that and that is the setting stage for TikTok to be held accountable (if there is any accountability). We see too many anti-China rhetoric, all whilst America is merely trying to keep issues in America and still they cannot tax the minimum part of this, so what is it about? Another claim was seen in another BBC article. We are given “They fear the Chinese government could force ByteDance to hand over data about TikTok’s 170 million US users. TikTok insists it would not provide foreign user data to the Chinese government.” So how is this on ByteDance? As far as I can see it, Facebook already took care of that (via Cambridge Analytica), that is seen as we were given “Facebook later confirmed that it actually had data on potentially over 87 million users, most of them in the USA” (source: the Guardian, NBC, CNET) oh, and that is not all. Politicians Ted Cruz and convicted politician Donald Trump were accused of using this tactic. From there we see the quote “It has not been proven, because the difficult thing about proving a situation like that is that you need to do a forensic analysis of the database”this gets us to the next session. What forensic analyses was used to prove the TikTok matter? It does not because as far as I can see, it is a revenue tactic using the accusation of data. So how often is a firm forced to sell on the accusation? In that case, what cases of forced sales exist for Microsoft? 

That is one of the pillars we need to see and investigate. In March 2024 we got from the BBC “a similar test carried out by Citizen Lab concluded “in comparison to other popular social media platforms, TikTok collects similar types of data to track user behaviour”” does this not imply that similar settings need to exist to the other social media channels? America is a mere 325 million, Europe has over 742 people, the middle east 381 million people and Asia is near 5 billion people, America is a shoddy minority, but these settings are not tested against Microsoft, Google, Facebook, Whatever Elon Musk has and a few other players. This is as one-sided as it gets. And that is not even considering Russia and its poor poor influencer victims in all this. So how is that going? It frustrates me that Huawei had such scruffy treatment whilst NO evidence has ever been produced. 

And in this a report that was given in 2023 where we see “Similarly, a report by the Georgia Institute of Technology last year stated: “The key fact here is that most other social media and mobile apps do the same things.”” So where is the banding of ties to these American social media settings because I do not believe that the NSA isn’t on that same page of collecting non-American  data points. And then we get the largest issues “Although it irks privacy experts, most of us accept that handing over swathes of private data is the deal we make with social networks” it is the price of these free mobile networks. So what is this stage? It is fuelled by the item “Article seven of China’s National Intelligence Law states that all Chinese organisations and citizens should “support, assist and co-operate” with the country’s intelligence efforts. This sentence is often cited by people suspicious not just of TikTok, but all Chinese companies.” If people have an issue with that, that’s fair. However be warned that America let data go to Russia without so much as a threat for 14 years, in the end (2022) we get “Facebook owner Meta has agreed to pay $725m (£600m)” and as far as I know a mere £500,000 was the part for the UK, I think that America has a lot more issues than China. It had to overhaul its data policies at least a decade ago. So how many apps via Twitter, Apple apps, google apps (mostly games) and Facebook has been collecting data? This is seen with “Data was collected on at least 30 million users while only 270,000 people downloaded the app”, so where was the anguish there? I personally see this TokTok issue as a governmental money grab and a consolidation of data in America (away from China). If it becomes a side whether I want my data abused by America versus China is entirely up to the elections as I do not now, not ever trust Trump and I feel that China is the safer place for data and I know I am not alone in this. To be honest, I don’t want either to have it. Perhaps it is an option for Evroc to expand its governance from cloud to include social media data to be placed in Sweden (GDPR) or perhaps Saudi Arabia. It seems that bank violations are harshly dealt with there. If data transgressions are dealt with equally harshly it might be an option. 

Just some food for thought, time for a sandwich for me, yummy. Enjoy your day this Monday, knowing it is almost Monday in Vancouver.

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September 14, 2024 · 11:05

The change of a name

That is on my mind. What set it off was a response (not by me) to a story on Twitter. It amounted to something that would optionally happen under the upcoming wannabe Trump regime. The story went that a settlement would be struck with Russia that Ukraine would hand over a slice of their land to Russia, something I find utterly unacceptable. It would trigger me to change atlases and maps changing all references from USA (United States of America) to FBP (Federated Bitches of Putin). My reasoning? 

Look at the losses that they so far have under Putin, 631 thousand soldiers, 17,000 AFV (troop carriers), 18000 artillery systems, 28 warships, a submarine and 24500 vehicles and fuel tanks, 368 airplanes, 945 anti aircraft systems, over 300 helicopters and more than 8600 tanks. They lost this to the 20th size army in the world. So when Trump negotiates this ‘settlement’ America loses the right to call themselves some united sort of stated, they become Putin’s bitches. Plain and simple. 

The other side
There is another side to this. As America hands lands to the loser there is every indication that several nations in Europe, optionally in Australia and oceania as well will turn to China to become a more close friend than America will be. We already heard (lacking evidence) that Huawei was a danger, something that has met with large opposition, particularly in Germany and the world has had enough of a collection of Karen’s and their joker (Donald Trump). The larger setting could be that they would agree to enter BRICS under condition that Russia is evicted from that group which could coincide with alignments to Beijing. And this would only be opposed to Russia, not much of an opposition after 2025. In one strike the new world order would have taken Russia And America out of the equation. Is it a real chance? I am not sure, but the powers that currently are have a setting to obliterate any view that takes Wall Street out of this equation. At present the largest danger that America faces is that the age of McCarthyism went south on May 2, 1957. The day Joseph McCarthy died. We all thought he was no good, but all those who had that opinion (me included) can now see that Joseph McCarthy might not have been wrong at all, ask any Ukrainian for a first opinion. 

Is there any good to report on this setting? It is an election year and as such there is a larger stage where neither side will give the goods on the Ukraine. This is partially seen in “Russian restraint in the expectation of a potential Trump victory in November is also matched by caution on the part of the Biden administration for similar reasons. The overriding priority of the US and its allies in their support for Ukraine has always been guided by the desire to avoid the conflict between Ukraine and Russia escalating into a wider war with Nato” There is also the second threat, which a see as a primary threat to Russia. When Europe and allies side with China. Russia and America will both be out of the race. All whilst they think that they are both ‘semi-courageous’ (read: cowardly hyena’s) the setting that comes is economic betterment and as Europe and others side with China, the two who need the recovery the most are abandoned at the drop of any conical hat.

Could I be wrong?
Yes, but this is (as I see it) the very tactic that Beijing would employ. To be certain of their economic rise over the next 10 years. Together with Saudi Arabia and the UAE they could even employ larger stages including introducing of free language skills and get the voice of the people by handing them a voice to employ in a non English way. Don’t think this will not happen, Saudi Arabia is already doing this for other reasons as well. It will not be long until universities will employ those stages to students. As I need to see the stage that I could be wrong. I have been correct too many times as well as the stage that certain greed driven policies are abundantly strong in Europe. That takes America with their $35,300,000,000,000 debt is forcing them to consider. As that pile of debt comes crashing down on America, all with connected debts will choose a safer path for themselves. As I see it France and Germany are the first to switch. Germany now has the AfD to deal with and they will see the debts they have and easily switch to China, no matter what the media states. The Media is too linked to American ‘values’ and there the larger stage is thrown over, especially as their influencers (read: stakeholders) will be trying to find a safer harbour to keep whatever they had. As I personally see it, with that large debt it would only take one third of the 760 billionaires in America for the walls of the American economy come tumbling down and I reckon that it will be the first half of the 253 billionaires to switch another country for the American administration to throw out the ‘freedom’ that these people had to shore up the banks and financial institutions. As such the ‘wealthy’ will secure whatever they can via Monaco (optionally), Nassau and the United Arab Emirates. They will merely take small portions on a monthly basis (until a few panic) and they will suddenly leave with whatever they can and live somewhere else for no less than two decades. And that is the second marker Beijing needs. When it is shown to be not on the premise of national security China will buy it all for approximately 16.55 cents on the dollar. That is how I speculate the hardship for America starts and they did it themselves by electing a greed driven idiot (read: Donald John Trump). A stage that I at present speculative, in part presumption. But in this greed driven tactics are a lot more easy to foresee. So how is that peace stage with Russia going now? 

What can be done?
Not a lot, certain stages are seemingly already happening. As I see it the softness (aka anti-McCarthyism) on Russia will be the straw that breaks the camels back. As I see it, the masses that choose Trump are the second marker, his one sided view with both Russia and against China currently complete the picture.

Try to have a good weekend and ‘أتمنى لك عطلة نهاية أسبوع جميلة’

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September 7, 2024 · 03:34

Is the media now too corrupt?

That is the question that I saw coming my way (via my brain). I stumbled on an article accusing something bad, in many ways. The issue becomes that there was only ONE source. No one touched the article. Does it make it fake news? Or is the media now so corrupt that Microsoft gets a pass on everything? It is a serious question. You see the story starts with ‘Bombshell allegations that Microsoft is using Chinese employees inside China to oversee DoD, Federal government cloud infrastructure’ after all the anti-China rumbles, they are OK with this? 

The article (at https://lawenforcementtoday.com/bombshell-allegations-that-microsoft-using-chinese-employees-inside-china-to-oversee-dod-federal-government-cloud-infrastructure) gives plenty to worry about. If not Microsoft then at least the media. The setting tarts with “In September 2023, FBI Director Christopher Wray told a conference that China has a “bigger hacking program” than the competition. He warned that Beijing has a “cyber espionage program so vast that it is bigger than all of its major competitors combined.”” And it gets a lot worse after that. We get “Tom Schiller, a senior software developer with a stellar resume, is the CEO of Next Defense, a consultancy agency specialising in Virtual Reality and Artificial Intelligence for defense training. Schiller is a subject matter expert. He reached out to Law Enforcement Today, and what he told us was chilling. He told us of a program hatched between Microsoft and the Obama administration that is directly tied to China and puts our national security in peril.” This is the first setting that the media should have referred to this article. They have no issues copying text on faceless accusations against Crown Prince Mohammed bin Salman Al Saud, but this is not touched? And I waited a fair amount of hours (in case all the media was suddenly asleep). And before you think that this is nothing we get “After the raid, a China-based Microsoft spokesperson emailed, “We’re serious about complying with China’s laws and committed to SAIC’s questions and concerns.” That statement contradicts the Microsoft president’s statement before the House Homeland Security Committee in June 2014, when he said that the Chinese government had previously ordered the company to comply with their laws and probes. He said the Chinese were told that he “was not allowed that and will not.” Schiller also noted that Microsoft has shared source code with China and let them insert their own source code into Microsoft’s proprietary source code. That is a direct contradiction to the Microsoft president’s statement to Congress.” So we get the setting that a key member of Microsoft made a statement to Congress that seemingly is found to be contradictive. Take time to read the article, there is way too much in there and copying the text seems a little overactive, so I am putting a pdf version of that page at the end of the article. So the end does give a hot stick of dynamite. 

We are given “Schiller advised Gimenez that he had alerted the DoD CIO and DISA IG about a possible breach in the US cloud infrastructure. 

“In my expert opinion, the breach has significantly compromised all U.S. Government and DoD cloud services, posing a grave ongoing and present danger to our nation’s security and the safety of the American people. He continued to explain to Gimenez Microsoft’s use of “un-cleared Chinese nationals based in China to conduct and control over 90% of the work and support for the Microsoft U.S. Government and DoD cloud environments,” explaining that the “authorisation agreement…was inadequately written, leaving things open-ended and unclarified.” He told Gimenez that “Microsoft has taken full advantage of this and has in turn used to essentially hand over control of the U.S. Sovereign Cloud to China,” adding that this had “actively been going on since around 2016.” Schiller told Gimenez he has “three additional senior-level whistleblowers from the Microsoft U.S. Government and DoD contract who are prepared to testify.” Schiller asked Gimenez to contact him so a complete briefing of facts could take place.” So lets recap the lessons of history. America goes anti China in a heartbeat. It sanctions Huawei (A Chinese company) and tells Europe to stop handing business deals to Huawei and now we see that China is managing the clouds of the Department of Defence and the US Governments? Where is the logic in this? 

And the way the media is silencing this makes even less sense. They weren’t the source and they could have stuck with their usual BS (like inserting words like ‘alleged’ and ‘anonymous sources let us know’) we see non of that and only ONE article comes up in Google Search? This does not make sense. I will not blame Microsoft without ‘evidence’ but this article is a clear setting of time going back to 2022 and no one saw this? 

I wonder if the media suddenly wakes up, their is something amiss in all of this. It is either one side, or the other side. In this scenario there is no non-side. Oh and the source of this piece was Law Enforcement Today, so I would side with the fact that this is a serious stage for the United States, or do we call them the Peoples Republic of America from this forward?

So have a nice day and remember in China they prefer Long Jing tea, you should have some in stock if you are in America.

Bombshell allegations that Microsoft is using Chinese employees inside China to oversee DoD, FederalDownload

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September 6, 2024 · 13:48

As the situation changes

The Middle East Monitor made me rethink somethings that I gave the audience (read: you). In this article (at https://www.middleeastmonitor.com/20240905-saudi-issuing-licences-for-new-airlines/) we see ‘Saudi issuing licences for new airlines’ with the underlying text “A Saudi official said yesterday that the kingdom is working on issuing new licences for airlines to operate within the country. The statement was made by Abdulaziz Al-Duailej, president of the General Authority of Civil Aviation in Saudi Arabia, during his participation in the Egypt International Aviation and Space Exhibition in the Egyptian New Alamein City.” It is a setting that makes sense in a few ways. But as this setting ‘explodes’ the stages of tourism in Saudi Arabia, there is another side to consider. I raised it on the 25th of January 2024 in ‘Those happy dreams’ (at https://lawlordtobe.com/2024/01/25/those-happy-dreams/) there I have an image

You see, Saudi Arabia might be a little better off changing the service industry, or better stated the way it works. It might have made sense in older western days. Everyone wanted crumbs of the pie, but in this new stage a new system where we see one arrival and one departure, the NICE (an Israeli system) approach used in their cloud solution makes more sense and as such an Arabic designed system that has a cloud approach to tourism as well as a new ‘decentralised’ system might make a lot of sense. Consider that Saudi Arabia has the following settings either already there or coming soon. Trojena, Sindalah, Magna,  and Medina. After this we get the links with the UAE and Egypt. That is a multitude of hundreds of thousands of tourists. It will require a whole new way of doing business. Not the side of cashing in. It requires a new way of infrastructure, and Tourism is for the most replicating the same idea over and over again. It the past it made sense, in this setting it does not. They can all make claims that it is the way to do business. I disagree, this is how I saw the image in January. In the lower left the Arrival box and in the upper right the Departure box. In between there is nothing (at present), The setting is changing however. In stead of all replicating the same stage, have everyone access the same cloud, but with the difference that the customer is central in all this. The tourist will not have to register a multitude of ways, over and over again. They are in a cloud and everyone with the a booking for that tourist will have access to that tourist’s records and they can add their settings. 

In the end the tourist had to register mostly once, the rest will have the records and they can add their parts, a link in the record base with the reference to their own system where they can keep their records secure. There is still works that needs doing, but I had years in mind to evolve this antiquated system. Now as we see that “Saudi saw a surge in tourism in 2023, with around 27 million international visitors spending over 100 billion riyals, while domestic tourist numbers reached 77 million.” A new tourist recording stage made by Saudi’s and it is all in local hands. A new system that caters to the Arabians, and those who do not want it, will have to find another way to make money. As this setting gets developed we see that Saudi Arabia, the UAE and optionally Egypt get a new system with the tourist in the centre. In the second sight is that intelligent LLM models will be catering to the specific person, the data will be more up to date and more to the point of the tourist. I foresee that this new system will break borders in many ways and whilst some will sell an ‘AI’ system for the tourist, whilst merely braking even for the caterer in that system. This system will actually have one tourist in mind. The one it is catering too. I came to that conclusion over 6 months ago. Now that the borders are moved to include millions more tourists, this system will be clearly superior as it caters to that person, or that family in a stage that it aligns all new places. 

As I see the article in the Middle East Eye, the situation I drew came up again. A setting that is drawn from the tourist, not the hotel or flight event. There are still hurdles. Like how can this system align with other systems? My question becomes ‘How can we make things easier for the tourist?’ You see, in the next 10 years we can either address this or se the tourist go the path of comfort and that is where this approach can make a change for thousands of tourists. The centre piece in this is that the tourist is on a vacation, they want comfort and that can be approached by giving them a different ride towards their initial destination and beyond.

You see, the larger tourist group wants a unique view on their entire trip and Saudi Arabia (as well as the UAE) are delivering it to a lager degree. Now it is time to set the stage to a complete overhaul and 2030 is a mere 8 years away. If Saudi Arabia gets to have the other venues as well (Olympics to name but one) it will have to consider this larger change now or face near inhumane pressure points on several occasions. You can address the venue on its own or cater to a system that can reduce pressures all over. It would also call in a national call centre that takes care of all venues from a few points. I see opportunities all over, but I realise that there would be initial design flaws (from my side). It becomes a larger issue when some will see reason to drown this idea as they see a failing revenue point for them. In this I call to a place like Ticketmaster. How hard was their start until venues started to trust their setting? It could be a genuine opportunity for Saudi Arabia to guide and light the way to countries like the China, UAE, Egypt and Indonesia. And when more countries align to that setting the tourist industry gets a real overhaul optionally gaining more and more countries to that way of thinking.

Have a great day.

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