Tag Archives: China

September 3, 2024 · 19:37

The Saudi Dissent

There is a premise, the utter need of the so called utter mighty to be kept in check. That is not a new saying, it goes back to the days of the roman empire. Some refer to this as ‘power corrupts, absolute power corrupts absolutely’ This is to a larger stage true for all christian based governments. As first piece of evidence I would like to submit the Treaty of Clermont 1094, it set the beginning of the crusades under Pope Urban II. There are examples that go deep into the Roman Empire days with one year having 4 Roman emperors. But this example is the setting we get from a derivation of that saying, but more stated as ‘power corrupts, wannabe powers corrupt a lot quicker’. This is the premise and with this we get to the BBC (at https://www.bbc.com/news/articles/c4gz8934wrro) The piece has a setting of baloney (as the phrase goes) and with “We were surprised that there was a royal decree to allow the ground interventions,” Jabri says. “He forged the signature of his dad for that royal decree. The king’s mental capacity was deteriorating.” It is a stage where I left the article for the most, but as we now see this being copied all over the western media. It is time to take up the baton calling the media on their BS. You see, what evidence is there? Is it Saad al-Jabri? He is both an alleged traitor and alleged thief. For this I need to take you back to another article I wrote in 2020 (August 11th) in ‘The 51st State’ (at https://lawlordtobe.com/2020/08/11/the-51st-state/), I had an issue with him then. The media never caught on it seems. The first was the quote

Gulf News (at https://gulfnews.com/world/gulf/saudi/report-fugitive-saudi-official-misspent-11b-in-government-funds-1.72662340) gives us ‘Fugitive Saudi official misspent $11b in government funds’, and lets face it, if I walked away with $11,000,000,000 I would move to Canada, buy the Edmonton Oilers, or the Calgary Flames, buy a nice mansion in either city, train to be their goalie and live the life until I die. It is a plan, not a plan everyone will embrace, but I like that plan, especially if I have that much money.

We then get :

Oh, and the quote gives is “Al Jabri, a 61-year-old with a doctorate in computer science, was the virtual No 2 in the Saudi Interior Ministry, which was run for years by Mohammed bin Nayef. Al Jabri ran a special ministry fund that mixed government spending on high-priority antiterrorism efforts with bonuses for himself and others, according to documents reviewed by the Journal and interviews with Saudi officials and Al Jabri’s confidants,” the WSJ report read”. In all this and in fact of that accusation of corruption and through that (as well as) “spending on high-priority antiterrorism efforts with bonuses for himself and others”, who else was paid? So in this, how much investigation was done by the FBI, for did they allegedly acquire enough self-funding to be above the law? I am merely asking!

This should have given us the setting that we need to dissect anything the man gives us especially as there is a realistic chance that the Government of Saudi Arabia has a sore feeling about the west being a speaking platform for people like that. If there was ANY evidence, we were not given it and that stage has been around for over 4 years (at present)

Then we get to 2021, the eighth of December in ‘Six of one’ (at https://lawlordtobe.com/2021/12/08/six-of-one/) There we get a few items, like

So as some might remember “Aljabri gained worldwide attention last year when he filed a lawsuit in U.S. District Court in Washington, D.C., alleging he had been the target of a failed assassination plot orchestrated by Mohammed bin Salman”, an assassination attempt? In Canada? So why is the US courts involved? Why is this not set in Canada? Then we get “Sakab Saudi Holding Company, “had no operational business” despite receiving $8 billion US in government funding and was used “almost exclusively” as a vehicle to funnel money to the other companies”. My issue here is not merely whether this is on the up and up, it is happening under the noses (optionally with blessing) of the CSIS, this is an Unites States setting (with $8,000,000,000) and it is happening in Canada. 

As well as:

what we get is “he made at least $385M — and says there’s ‘nothing unusual’ about it”, really? Last time most people made a mere few millions, close to every tax agent within 50 miles came calling for a cup of coffee, but then I must have forgotten about the US and their $8,000,000,000 investment opportunity.

Now we get the first bullet (as the saying goes), these interviews are 4 years old, at no time was there a mention of forged signatures. And this was after 4 years of Yemeni atrocities by Houthi terrorists. So I have issues. Is this some drip-drip intelligence setting? If so, the US and its CIA, as well as the NSA have been sleeping at the wheel and this in pushed onto CSIS territory. 

He did more interviews, as far as I remember the Toronto Star, the BBC, CBC and Wall Street Journal. They all dropped the ball on journalism and now the Times is following them. I have an issue with an alleged criminal with these transgressions to get such a speaking platform. Now, there could be a case that there is evidence and I think that this needs to be shown. Oh, and I have some jealousy issues with any governmental person gets to go home with well over $385,000,000, we all would have that. Perhaps a little more transparency by the CIA would have helped that these positions of government have such pay checks. It as that simple a setting and the CIA should have seen that. These simple ad-hoc statements without evidence is something the media should know better that to merely accept them. It gives the nasty vibe that they are doing the work of governments making Saudi Arabia look bad. It is somewhat of a repetition that Clermont give us in 1094. Didn’t we basically went on a pilferage there, calling it pilgrimage? That was over 1000 years ago and we are still seeing the fallout from that event.

In a ‘fair’ space Saudi Arabia might decide to lower the delivery of oil to Europe and America by 100,000 barrels a day each and offer that to China for the same amount (no real reason that it should cost Saudi Arabia). I reckon China will happily agree and Europe as well as America? Well, you made a platform for a alleged thief and alleged traitor (the display of evidence towards the forged autograph will prove that part). I reckon that these two places will implode a lot faster then they thought. 

That is merely my oversimplification of the Gordian knot. Sometimes it is just better to burn what its tying. As people will shout that I am wrong. This is fair enough, but they opened the door of spouting news without evidence or justification. The interviews going back to 2020 are online and visible. So where is the mention? There is no stage of ‘it was complex’ a non-monarch is accused of forging the monarchs signature. In the western world that is high treason and in the near past they hung people for that (see: Nuremberg trials).

Oh before I forget, I just uncovered a wannabe mole in the CIA. Can I collect please? I know it will not be $385,000,000. Yet a $38,500,000 fee is reasonable (I think). It allows me my apartment in Toronto and a house in Golden Oaks Orlando. So I can celebrate an abundant retirement in Disney World and Universal world (both in Orlando). There is an option that the CIA will object to(fair enough), but then they should give us the evidence, don’t you agree? Lets not forget that the US courts did not allow the Saudi lawyers to present evidence in their courts. Turnabout is such a nasty feeling when you become the object of evidence. 

Still, have a great day. As the Vancouverians are joining us in this Tuesday, the whole planet is now aligned to the same day. Enjoy.

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September 2, 2024 · 14:42

A secondary marker

This is about markers and my speculation on them. I would go towards presumption, but in this instance might have the folly thought that these markets haven’t evolved since 1982 and that would indeed be folly. Still, an article in the South China Morning Post aka SCMP (at https://www.scmp.com/economy/china-economy/article/3276753/saudi-arabia-seeks-chinese-tech-it-reinvents-itself-car-and-automation-hub) where we see ‘Saudi Arabia seeks Chinese tech as it reinvents itself as car and automation hub’ and this goes against Trumpism to seek 60% tariff on Chinese imports. Well, China has its own solution to this. As we are given “Saudi industry and mineral resources minister Bandar Alkhorayef is leading a delegation to visit Guangzhou, Hong Kong and Singapore from Sunday until September 8, according to a statement from his office. The trip is aimed at improving relations and exploring joint venture opportunities.” 

The setting is given, but it doesn’t seem all is given (as one could accept). You see I got news (slightly unreliable) that there was a trade show recently where China had given a presentation to Arabic parties. This seems perfectly normal, the fact that Norinco is part of that seems normal enough, its a defence contractor dream and they are all hungry for Arabic dineros (aka digital currency). The parts that we do not see here is that this Chinese tech is a lot more versatile, or better stated far reaching. It implies that the tech allows Saudi Arabia to manufacture Tiger armoured vehicles with a deployment to the customers in Oman, Bahrain and Egypt to name just three. Saudi Arabia is fulfilling its promise to cater to internal manufacturing their defence needs and gain customers at the same time. As such Trumps goals are missed completely as well as losing out their own industry towards export. See how all these blocks of censorship come tumbling down? And as we take notice that Chinese is no good. Feast your eyes on this “China lacks the necessary international standards to be considered a reliable producer of foolproof weaponry” according to Euclides Tapia, professor of International Relations at the University of Panama. Yet the thing to remember is that the setting of “necessary international standards” is not clearly given and a standard that is filtered to who can be given those reminds me of the SAS standard in the 90’s ‘SAS stamp of quality’ which SAS products got. A little one sided. Still no matter what these ‘standards’ are, America, UK and the EU nations are missing out on another set of billions to the degree that now Saudi Arabia is also becoming a manufacturing party. As such the Americans woke up to a hungry tiger. With allegedly Huawei scoring the option of communication systems deployed all over Saudi Arabia both civilian and military (still unverified) we see a better relationship between Saudi Arabia and China with several middle easters nations now following suit. I reckon that Egypt is the first and most likely player to get on board with that express line. Norinco seemingly had a net income of $1.7B in 2023 with a little over $80B revenue. 

I reckon that they are hungry for more revenue, especially as in increases their net revenue and as I see it, the Saudi link get them there fast. Is it wishful thinking? Is it presumption or speculation? All great questions and yes, there is a speculative side to this. Now consider that you have a car plant, would it be such a stretch to build a second one to get the orders for the Tiger armoured vehicles? I don’t think so, especially when we consider the 2030 promise to get 50% of the defence spending in country (as was given to us 2 years ago). That one thing will not get them there, but there is more coming and this is a whopper of a delivery towards their 2030 goal.

As such there are things that need verification, or we could wait until these plants become a reality in an expected 2026 stage. So what do you think? I believe that Chinese commerce will find a way to thrive and the Trump setting made is much easier as well as make things harder for Europe. This is the consequence of arrogance when you do not have the cash to back up your actions and America and western Europe are about to learn just how much they lose out of (as per 2026/2027). So how will Norinco stock fare when this gets released?

Have a great day.

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August 25, 2024 · 22:28

When one bank wins

This is the setting I am facing. It is set to the speculative setting of we all have a certain amount of money (me not that much), still the Arab News (at https://www.arabnews.com/node/2568749/business-economy) gave me something to ponder. 

So it all starts with a certain amount of speculation. In any given en time there is an amount named X. X is a little fluidic, but X represents a real number, what that number is, will be known to just a few people, it tends to shift a lot on a day by day basis. So when we are told ‘UAE banks see 8.9% rise in short-term deposits to $14.7bn by May’ it infers that someone else lost this, optionally several players a part. Natixis made a profit and several other banks do. As of July 2024, the United States government has a monthly interest rate of 3.33 percent on its debt of over $34,000,000,000,000 dollars, which amounts to 11.2 billion. If you say that fast it doesn’t seem so much. As I personally see it, the chains around the debt driven economies are about to choke the living daylights out of its population. Yet, as some are trying to avoid to become another Silicon Valley Bank (SVB) and two months after that the First Republic Bank. That was in 2023. So what (or who) handed the UAE-based banks such as neat little profitable setting? Wouldn’t you like to know? I would and there is every indication that it was all on the up and up. And the article ends with “Profitability surged to 21.5 billion dirhams, driven by higher net interest income and a significant drop in impairment charges, according to New York-based global professional services firm Alvarez & Marsal” it is interesting that we do not get where these funds originated. I can understand that banks do not wash their laundry out in the open, yet after the SVB debacle, the media should hand us the goods, or at least partial goods. It is nice to see all the banks do well, yet the setting is that it comes from somewhere and the people have a right which banks are not performing as well as they should.

I reckon that this is a dangerous stance and it could fuel several other bank runs, but the reality is that the western media is not to be trusted, so where can we get the goods?

We get that debts seen all over the planet also inclines that someone is making a bundle out of that. Merely the US needs to make good on $96.8B EVERY MONTH to keep their image of ‘we are doing so well’ up, but who pays for that? Especially now that business is going to China and some to Europe. Soon, I believe that this point was already passed, to US cannot even keep up the interest payments, then what? As I see it, the big players and billionaires will place their trust funds in the UAE, Saudi Arabia, Monaco and Nassau. So what happens then?

I have no idea, but it will not be pretty, not for Europe, not for Japan and not for the USA. Japan has $9.2T debt, Europe has accumulated an impressive €12,732,445,200,000 debt, if the percentages are the same, we see Europe needing to find €35.3B each month and Japan a mere $25.4B a month. That money come from somewhere, does it not? Last year the US collected $4.44 trillion, this sets a dangerous premise. The interest in the US over a year is $1.16T, a simple 26% of the tax budget, lost to nothing (read: banks) and this implies that to break even the budget needs to set to 70% of the money and as we were told “The U.S. government has spent $5.60 trillion in fiscal year 2024 to ensure the well-being of the people of the United States”, which implies that not only are they not keeping a budget, they haven’t been able to keep it for years and now we see other nations getting a larger slice of the revenue pie. So, how much longer can this game be played? You think Russia is bad? I wonder how bad the USA can become when this setting implodes on America. Are the two connected? Not directly and it floats on my assumption that if one bank wins, another bank loses, which bank loses is unknown to me, I don’t have a clue, but as I see it, the media faltered in their jobs to inform the public. 

And should I be wrong, I apologise. Yet I believe to inform the readers when I can. Have a lovely Sunday, which is now starting in Vancouver, they are ready for breakfast (it’s 5AM there). 

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August 21, 2024 · 21:05

The 9mm hard drive

This is a new side to some, the people know one side to any person and at some point that person reveals another side. This is whaat we see (at https://www.ndtv.com/world-news/how-ukraine-war-has-turned-ex-google-ceo-eric-schmidt-into-licensed-arms-dealer-6372469) and the title ‘How Ukraine War Has Turned Ex Google CEO Into “Licensed Arms Dealer”’ now some will all up in arms (to turn a phrase), but the story is a lot more interesting. We are given “Mr Schmidt said that he is now a licensed arms dealer “because of the way the system works”” there is more to this. You see at some point I had the idea to sell the idea of the Chengdu J-20 to Saudi Arabia (for China), it was merely a thought and my ideas are not merely as noble as it might seem. My simple idea was that Saudi Arabia should be able to defend itself from the aggressors (Iran and Houthi forces in Yemen). When America and Europe wanted to halt the defending options for Saudi Arabia. I saw a simple economic option. The defense budget for Saudi Arabia goes into the dozens of billions (all 127 of them)  and me getting a mere 0.1% of that gets me 127 million dollars, simple clean and a nice setting to make really strong friends in the Middle East. This was before the idea I designed, optionally for Kingdom Holding. And lets face it 127 million makes for a nice retirement package. Eric Schmidt has other reasons (he was already rich enough). He and Sebastian Thrun, CEO of Udacity, are making a new venture namely White Stork. The setting we are given is “The idea basically is to do two things- use AI in complicated, powerful ways for these essentially robotic wars and the second one is to lower the cost of robots,” I see an adaptation to the learning (read: Deeper Machine Learning and LLM’s) that Palantir currently has. I think that a union of the two has far reaching possibilities. So what if the Palantir deployed systems are directly updated by drone systems? We are also given “Mr Schmidt reportedly informed that White Stork will mass-produce drones equipped with Artificial Intelligence to identify targets to eliminate the need for ground battles with tanks, artillery and mortar.” I think it goes further (read: presumed) You see, you can set the cost down but the military are more interested in keeping the timeline as short as possible.

Screenshot

You will have seen this, or something like this before. You have three components, the green ones are low in cost, the red ones high in cost. You want them all to be in the red, but the stage is set that you can only have two, the third one should always be in the other field. As people chase to get high quality and fast systems, that solution will always be an expensive item. Armies are not interested in (to some degree) cheap solutions. Not as long as these solutions are fast and high quality. Now White stork is going to seek fast systems and in robotics this will mean integration of information systems, like robotic intelligence systems that can connect to a secure cloud solution, updating the cloud instantaneously by all systems all at the same time. It become (for the lack of a better term) intelligence by wire. Nations will fork over billions to get it and to that degree no one has this. Not the US (DARPA apparently has some developing stage), not Russia and not China. They all have some kind of wannabe status, but they lack a high tech captain of industry like Eric Schmidt. If I can see this correctly within a few years they would all want him White Stork could be worth a whole lot more than anyone ever thought it could be and I think getting this connected to a system like Palantir is close to the only solution out there and the people at the centre of that axial know this. As I see it the biggest bottleneck in the short term will be an evolved non-repudiation system. We can cyber strike as much as we can but that first defence is a non-repudiation system to ward of attacks and that is where Palantir optionally has the system to make it work. Not for one or two systems, but like 200 drones in different campaigns  all at the same time. These systems need more than a simple deeper machine language, it needs LLM learnings and advance machine learning. With cyber systems that cab keep track of it all. This is not a simple solution but a person like Eric Schmidt could keep track of what was needed he might not be alone, but he is the only one in the stage of these arms of technology. 

His wealth might soon equal that of Bill Gates, the arms industry will pay heavily to get this far ahead. Consider that Saudi Arabia increased its military spending by 50 percent to $69 billion in 2023, approximately 23 percent of its total budget. That is to merely get on par with the America, Russia and China. How much do you think these three would pay to get ahead of the other two? The US is requesting $849.8 billion for next year. With White Stork they could easily double that amount. It is that much money that is in the view of some. 

Just my two cents on the matter. Have a great day.

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August 13, 2024 · 23:48

How Presidents become sniffling bitches

It is strong, it is optionally regarded as disrespectful, but seeing the BBC give us ‘Ukraine claims to control 1,000 sq km of Russian territory’, the story (at https://www.bbc.com/news/articles/cx2lmr29ygjo) comes with the underline of President Putin called stating “Russian President Vladimir Putin has described the incursion as a “large-scale provocation” that involved “indiscriminate shelling of civilian buildings, residential houses and ambulances.”” (Source: Baltimore Sun). So how does it feel to have the shoe on the other foot?

Lets not forget 

Russia has bombed hospitals, churches, refuge’s and civilians with intention. Now after almost devastating losses the Ukraine is expanding into Russia. Ukraine is coming to Russia and calling these new lands optionally their new home. It is a little bit speculative, because there is no clear path. As I can see it, Moscow will soon have another name (my wishful thinking) and the Ukraine has already found a new home as their community building, it will be the Kremlin. It might be a little too soon for that thought. But there is another setting. The other setting is that several GRU members will be wanting a way out. Not everyone is agreeing with the picture that President Putin is painting and as such GRU officers with folders on the agreements on Pascal Hillebrand, Thierry Baudet and other like minded people will be eagerly wanted by the Dutch AIVD and media. Not to mention the army of internet troll media arrangers who are doing real damage to European, American, Australian and Canadian democracies. All that became an optional reality when Ukraine took land from Russia. 

This hasn’t happen since Stalin (1941) when the Germans started operation Barbarossa. Now there is a setting we shouldn’t dispense with, Russia could mobilise their entire army now. The problem is that they have plenty to sow into that region. It weakens the Russian forces to a massive degree. When you have an army that merely covers 70% of your country and pushing it to different areas, more areas will be weakened. The second setting is that it will take longer for Russia to ever recover. The amounts lost and the lack of a properly functioning logistics and equipment supervision, for that matter the actual availability of equipment are all matters that are strangling Russian forces. Using your finger saying ‘pew, pew, pew’ doesn’t really work on forces who have seen their homes devastated, and it was an unprovoked devastation. Being that the Russian forces are relying on North Korean and Chinese arms to an increasing degree is also not to be underestimated. 

On a sideline (making it about me), there is still the plans to ‘make’ Russian nuclear reactors go into meltdown mode. Should Ukrainian forces enable that part than the loss of a mere 3 reactors will put Moscow into dark mode, no electricity and no heating. Taking in consideration that things turn cooler in November which lasts until mid February and it stays snowy until April. You see concrete and steel buildings are nice, but without heating they nearly instantly turn into refrigerators and sleeping there is a one stop location to the death sleep. 

Frightened yet? 

That was the part Russia forgot about, and people like Vladimir Solovyov and Vladimir Molchanov forgot about. We saw their ranting on YouTube and they all forgot what happens when their turn is up. They never thought Russia could be attacked, but the aggressive nature that Russia employed since February 2022 now has a new wrinkle. As Putin announced the 2022 Russian invasion of Ukraine, he claimed to commence a “special military operation”, side-stepping a formal declaration of war. Now that comes to bite him and his ‘friends’ will soon be a lot more afraid then they thought they ever could be. In the mean time I designed several new weapons, one to cluster down on Russian harbours and that is a nice piece of icing (DARPA eat your heart out). You see most weapons are about destruction, as such I designed a steal approach to dislodging. It seems less ‘effective’ but there is nothing as effective as taking an entire port out of commission. OK, I admit that some harbours will merely be in part less effective. Russia has a nice navy when it doesn’t work it is merely a bundle of steel going nowhere. And as they lose their Black Sea and Atlantic abilities, they will see the disaster they unfolded in 2022. Consider (merely consider) that Zapadnaya Litsa is take off the operational board, that and their Arkhangelsk become set pieces in a Russian comedy called ‘What do we do now’?

How will it go from here?
I have no idea, but the fact that the Ukraine captured land from Russia was unforeseen by everyone, Russia least of all. So when we consider “A senior British military source, who asked not to be named, told the BBC there was the risk that Moscow will be so angered by this incursion that it could redouble its own attacks on Ukraine’s civilian population and infrastructure” is decently accurate, but then Russia had bombed Ukraine pretty much into the stone age. This is the setting where we see that people stated that this would be over in 2-3 days, it is now year two and Russia is losing lands. That is the reality they fece and as such a lot more domino stones will be falling over. I am partially hoping that several GRU and FSB officers will defect the bad place they are in and come with their files to other places outside Russia. They still need proper vetting as this is a tactic that dead spies cater too (a Sun Tzu reference, Chapter 13). But it is clear that Russia has now a different kettle of fish on their table and they were never ready for that part.

So as we revisit the current losses consider how come that the 20th strongest army is setting such losses on one of the top three armed armies of the world?

When we consider that for about 5 hundred years we have seen the expedition of logistics, hardware distribution, armed forces and intelligence gathering. So how come that a 2-3 day war has become a 2-3 year war? I stated a partial in ‘On the subject of failure’ (at https://lawlordtobe.com/2023/02/27/on-the-subject-of-failure/), yet an capture the land against Russia was never a reality, how wrong I was and I was not alone there as the BBC now shows me.

All war is founded in deception, a quote that China came up with over 2000 years ago, to see it to this degree is almost unbelievable, so President Putin had clear documentation that could have prevented this. How the mighty fall.

Enjoy this day, my Tuesday ends in 20 minutes, Vancouver is just about to start their day with waffles, eggs and more. 

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August 10, 2024 · 13:06

A little late aren’t you?

It was the setting I was waiting for. The US has given in to its economic pressures and possibly the fear that China might get to much of a headway. Reuters this morning gives me (and other readers) at https://www.reuters.com/world/us-lift-ban-offensive-weapons-sales-saudi-arabia-sources-say-2024-08-09/ the headline ‘US to lift ban on offensive weapons sales to Saudi Arabia’, which sounds nice but is possibly a little late. Colonel Turki Al-Maliki a member of the Saudi airforce had given us the goods, going all the way back to February 2021. Reuters reported on these attacks in March 2021. In this Reuters is important as they give us ‘Houthis have fired 430 missiles, 851 drones at Saudi Arabia since 2015 – Saudi-led coalition’, the setting is important because civilian targets were aimed at by Houthis amongst them were Saudi airports and structures. So the blockage by the US was weird, especially as the Houthis are a terrorist organisation. So the about turn under the guise of “The Saudis have met their end of the deal, and we are prepared to meet ours”, a little late, isn’t it? But at present the Chinese representatives of parties like the Chengdu Aircraft Industry Group is nothing to be sneered at, with the Chengdu J-20 as an optional buy which was (allegedly) discussed at the World Defense Show 2024 in February 2024 (a speculation from me) is giving the Chinese hope to gain much more from the American Defence Industry. Should the Kingdom of Saudi Arabia take that offer, the setting would open the doors (for China) to larger possibilities in Egypt and the United Arab Emirates as well. The damage to the American Industry could amount to an estimated loss of $30-$50 billion over these three nations alone. Not to mention the lucrative service and consultancy jobs. It would be the first definite slam to the value of the US dollar. China is rearing to take up that option in a heartbeat. I discussed (and partially speculated) this in ‘The next Furlong’ which I wrote on March 10th 2022 (at https://lawlordtobe.com/2022/03/10/the-next-furlong/), as such I was and am now in a stage to emphasise the term ‘told you so’. This setting was clear then and it is a speculated more clear now when we see “Under U.S. law, major international weapons deals must be reviewed by members of Congress before they are made final. Democratic and Republican lawmakers have questioned the provision of offensive weapons to Saudi Arabia in recent years, citing issues including the toll on civilians of its campaign in Yemen and a range of human rights concerns.” We are about to go into election mode and some politicians will fear for their job a lot more than the American Economy. As such China has a decent chance to crush the American Defence industry. I doubt they fear the Russian abilities as the Russians are getting clobbered by the 20th largest army in the world. The Ukrainians are still damaging the Russian, even after the Russians bombed Ukraine into the stone age. That is not a good sales talk, especially  with the current Russian losses stated below

As such we can accept the Reuters statement, because of its projected validity, yet the words we are given “Democratic and Republican lawmakers have questioned the provision of offensive weapons to Saudi Arabia in recent years”, yet the article doesn’t emphasise the attacks by Houthi’s on Saudi civilian targets, which Colonel Turki Al-Maliki showed many clearly going all the way back to 2021, many articles were drowned out by (speculatively speaking) by anti Muslim and anti Saudi voices. Now that China gets to move into a much stronger position, the American administration is taking the gloves off and do what needed to be done in 2021. I reckon that people like Stephanie Kirchgaessner will possibly raise anonymous sources to throw sand in the cogs of common sense. China will love this as this will enable them to get a squadron on Chengdu J-20 into place and optionally ‘gift’ three service teams in the mix, two for maintenance and one to train  Saudi troops. The losses to America will be vast and it will a long term loss. 

As such I think that they were over 2 years late to the party. The initial transfer settings were optionally carved (I have no clear evidence of this) in the airshows of 2021 by SAMI. That would have been the first introductions of Chinese hardware that was to replace whatever America wasn’t giving them at that time. As I personally see it, it might be too late now. You see the Russian losses as shown above are the second piece of evidence. In that setting Russia is no longer a contender and as they are now ‘acquiring’ missiles from North Korea we see a larger question mark, is it merely the lack of missiles or does Russia have a larger problem. I do not know, but Russia isn’t telling, so we are left to our speculations and the Kursk clambake of 2024 Makes things worse for Russia. And in that setting China gets to be the big winner. OK, I admit, this victory would be largely held by the Chengdu Aircraft Industry Group (and supporting parties).

Have a nice day and feel free to watch American revenues move to the far east.

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August 7, 2024 · 12:36

When does it become a lie?

That is the question. It is not as simple as it sounds and I understand that. But here we are, the BBC gives us an article. I almost passed it, but then I saw something that didn’t read right, so I dug a little deeper. Their disadvantage was that I had just read up on several cases for material, so I reopened it and it is time to give you the fruits of my labour.

The BBC (at https://www.bbc.com/news/articles/cy9eegg0rdvo) gives us ‘What could Google monopoly ruling mean for you?’. Well that is an open question but let me run you through the elements. 

“The US said Google was currently paying firms like Apple huge amounts of money each year to be pre-installed as the default search engine on their devices or platforms”. OK, so this is a business proposition. Apple decided that the benefits of Google in their systems would help them in numerous ways and Google was willing to pay this. It was a price for services.

It comes with the repetitive quote “Apple’s Safari browser for example uses Google by default” what the BBC is not giving us is the offset that Apple would have to endure and they were getting $20,000,000,000 as a bandaid, if I got that kind of money I would say “Google slap me silly”. Now we get the parts that matter, it start with “Something that’s easier to imagine is some kind of choice screen, where people opening a browser for the first time are asked whether they’d like to use Google or an alternative like Microsoft’s Bing” This is hilarious. I have had first experience with Bing. Bing influencers were HIJACKING my search and pushing it through Bing. It took me days to undo that damage. Choosing between a bully and Google is not much of a choice. To put it mildly “Google has a 91% marketshare, Bing has 3.86%, where do you get the most bang for YOUR buck?” In this simple setting Google comes out on top EVERY time. And a secondary setting is that Bing has been around for 15 years. It isn’t just that Google is better, Bing has yet to show any level of pure innovation in searches. Microsoft lacks data, innovation and proper etiquette on search engines. 

Now we get to the issue I had, which starts with “Back in 1999, Microsoft found itself in a very similar situation to where Google is now.” You see, Netscape faced new competition from OmniWeb and Microsoft’s Internet Explorer 1.0, it continued to dominate the market in 1995 and beyond. In 1997 Netscape had 72% marketshare. That is, until Microsoft switch off the proverbial oxygen to Netscape and whilst the IE was free for all (it was installed with Windows 95), thing went south in several ways for Netscape and the one ‘ruler’ in those days became Microsoft with its Internet Explorer. Google released its browser in 2008. As such (as I see it) Microsoft wasted 10 years and within 2 years nearly everyone was using Google Chrome. They overwhelmed everyone with innovations. They released Chrome v9 in 2011 and Chrome v17 in 2012. What did Microsoft do? Nada, nothing, zip, zilch. In 2012, responding to Chrome’s popularity, Apple discontinued Safari for Windows, making it exclusively available on OS X (source: ubuntu life) . So here is the first setting. Apple made an educated choice. Create your own and reinvent the wheel or select the wheel maker of choice. Even at this point we need to recognise that Microsoft’s star was faltering and falling. That was then. Now there is a different setting. Then it was which American company gets the cake. Now it is different, China is now a much larger participant. They caught up with the US and even now the UAE and Saudi Arabia are massively catching up with America. They decide to waste the time of Google on trivial matters whilst calling it “monopolising” stating that the others should be given a ‘fair’ share. In this day and age it is handing the handling of the commerce horse to China and all the good it will do the American commerce. Small hint, it will not. 

There really more issues with Microsoft and particular with Edge and particularly Daniel Aleksandersen, who called this “clearly a user-hostile move that sees Windows compromise its own product usability in order to make it more difficult to use competing products.” There are issues with edge as Douglas J. Leith, a computer science professor from Trinity College, Dublin, Microsoft Edge is among the least private browsers. He explained, “from a privacy perspective Microsoft Edge is much more worrisome than the other browsers studied. These two quotes are on different sides of edge. But in aggregating these quotes it is my distinct believe that if Google Search is broken up, the American Department of Justice will receive roses from nearly every big organised crime syndicate. It is a mere believe I have, but after having suffered the edge bullies hijacking my browser and inserting edge ad a search engine against my wishes is the beginning of much more. The Verge accused edge of “spyware tactics”, a setting we have never seen Google use (speculation by me). In this day and age of commerce, the economy and data security you want to play with Google? I think that is a really bad idea.

Enjoy today, it is now midweek, the run to the weekend starts…….now.

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August 6, 2024 · 12:12

The loser iteration

Two days ago I wrote (at https://lawlordtobe.com/2024/08/04/the-judge-shouldnt/) with the headline ‘The judge shouldn’t’, it was part speculative and part what I see (again through my eyes it could be regarded as speculative). Today a mere 4 hours ago we get through the BBC (at https://www.bbc.com/news/articles/c0k44x6mge3o) ‘Google’s online search monopoly is illegal, US judge rules’. We are also given “Google was sued by the US Department of Justice in 2020 over its control of about 90% of the online search market.”, so lets take a look back. It started in 1995 and the ‘idea’ was completed in 1997. To turn about the setting in those days Microsoft was merely badgering their lack of knowledge and lam Netscape to get a browser dominance. Two youthful young sprouts namely Larry Page and Sergei Brin were ahead of the pack by a lot. They looked to a solution to search for text in publicly accessible documents offered by web servers, as opposed to other data. Microsoft was still trying to type words like HTTP and the clever people at Microsoft were able to type FTP. In the age of information the Google founders figured a few things out like ‘What are people trying to find’ this was against the grain for Microsoft who thought that corporations were the key and they went to ‘What are corporations willing to pay for’. The subtle difference is that Microsoft was working towards a slice of the $18,843,980,000,000 revenue that the fortune 500 represent. Google on the other hand decided to cater to its 31,000,000 employees. As such one could (oversimplified) cater to the simple fact that it would take Microsoft 9 million years to get as much data as Google. I do emphasis the oversimplification of this. I was not on the mindset of Google at first. You see I was a dedicated Yahoo user. It took 3 years until I saw that Google offered more and better result. As such in 3 years they gained a dominance. They surpassed Yahoo, Excite, Alta Vista and several other players. We can argue that it helped that Microsoft demolished Netscape. And in the decade that followed Google grew in strength and ability to cater to actual users not the CFO’s of 500 corporations. 

So when we see “It is one of several lawsuits that have been filed against the big tech companies as US antitrust authorities attempt to strengthen competition in the industry.” I believe that there is another ploy in play. The mediocrity losers (like Microsoft) want a slice of the cake they have no business being in. It isn’t just the ‘competition’ it is a reversal of technology that is in play. And in that setting the US is damaging the little benefit they have and leaving it all to China and true Chinese innovators like Huawei and Tencent. I reckon that by 2026 the mobile market will be overrun with Huawei in almost every non-americano place. They threw away the benefits when they forced Huawei to release HarmonyOS 5 years ago. 

Now we see that it is available in 77 languages and the turnover (as is) is getting stronger. Even now as EU nations are discarding the fear mongering of anti-China sentiment by American administration, and the strongest response that the EU nations give is ‘Show us evidence’, America has no answer to that other than debatable setting of ‘could’ and ‘expected’ whilst the evidence just isn’t there. And as we see an optional release this year of HarmonyOS NEXT, Android’s bough get broken on their sibling turning adult. So good luck with that.

Now we see a Judge giving us that there is a monopoly setting. I am not debating that (a lack of evidence I have), but the setting that we get from ““Google is a monopolist, and it has acted as one to maintain its monopoly,” Judge Mehta wrote in his 277-page opinion” as I see it, the maintenance of a unique field dominance is begotten by the lack of innovation by people like Microsoft who is spreading itself way too thin.  As evidence I ‘present’ Xbox, Solarwinds, CrowdStrike and the list goes on. You see ‘breaking up’ is merely a first step. They will then open the door and the abusive bully (Microsoft) will gleefully shout “Can I play here too?” With a debilitating browser called ‘Edge’. How is that progress? Don’t get me wrong if there is a decent player that can keep up with Google, even Google will applaud that. My worry is that the ideological setting of letting everyone in the sandbox play is all fine, but there is a reason that mothers do not allow toddlers in a sandbox until they reach a certain age. And bar them from playing when they get too old. The worry that I have is that this setting stops Google from evolving beyond the cookie (which is fine by the exploitative advertisers). The setting of other people’s greed who cannot evolve into newer territories. This could now allow Huawei and Tencent to gain even more innovative sides to push into markets where American stage are auto rejected. Tencent is on the cliffhanger to introduce their solution to 150,000,000 homes and they can get there by 2027. 

This will leave Microsoft in a stage where it has no options and no future. As these Fortune 500 will find ways to rise to new frontiers we will see them seeking IBM and Amazon solutions catering a larger downfall of Microsoft. In that stage there is certain a decent amount of space for Google. As they will hand a corporate solution to their ‘office’ suite Microsoft will lose more grounds. The only thing that keeps them up for some time is Excel. But the world is changing what was once a spreadsheet world now becomes an AWS environment and Google can cater there too. I do think that Googles forced push to breaking up is not a great solution, but Google has overcome harder challenges. 

This and my previous article ‘The judge shouldn’t’ gives us the premise that the Antitrust laws are possibly a little obsolete. Microsoft sees this as their ticket in and it is willing to cater to this as it hurts Apple and Google. Two parts the US desperately needs to work at optimum to stop themselves of being overrun by Chinese innovators. You see 7 years ago ByteDance introduced TikTok (not a Peter Pan crocodile). In 7 years it became a near equal of YouTube that was in play 12 years longer. Now I get that YouTube paved the was, but that is the usual tracks for New innovators, they go over the backs from those who went before. Now consider that and the fact that HarmonyOS is about to go toe to toe with Android in only 4 years. That is what I wrong. Not that we think about antitrust. I partially agree with antitrust sentiments. But we need to see that the greed driven use it to keep up, or not to lose their revenue. But that was never the concern of Google (or Apple for that matter). As I see it in the last decade the face of technology was set by Amazon (AWS), Apple (MacWares), Google (Android, G-wares) and IBM (large solutions and Quantum) they create the innovations, players like Microsoft should go under and seek revenue from the Fortune 500. They were the bees knees weren’t they? 

But as I see it, US District Judge Amit Mehta is allowed by law to hand it all over to Chinese innovators. When the EU, Commonwealth nations, Africa and Asia allow these innovator into their governments America becomes a party of one (with 330 million consumers). So consider that the other regions has over 7,500 million people. As I see it it is a hard lesson that America learns twice. Wasn’t the Google premise of 1997 not enough?

Enjoy your day and ponder what benefit was to be had from optionally breaking up Google and who were the actual beneficiaries (not the consumers clearly).

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August 5, 2024 · 13:28

How right I was

I knew I was right. It wasn’t merely my own conviction of self, it was the exposure of two sets of ‘evidence’ as given by some media. The first was my view of gaming, mobile gaming to be presenting the ‘evidence’ Even as it was an ‘advertising’ of the events. It still shows that I was right. You see gaming always pushing the view forward and they forgot what they left behind. I tried to warn Amazon of this, but did they listen? I fear not. Yet that setting now gives Tencent an approachable 5 billion annually as well as give their Tencent Cloud Streaming Services (CSS) an option to not just break into cloud streaming, they also could be handing their TGP (Tencent Gaming Platform) Box a play for the title role in gaming platforms within a year. As it goes forward the TGP will not be an unknown, it will grace third position nearly instantly with only Sony and Nintendo to pass afterwards. I reckon that within 2-3 years it will surpass Sony and Nintendo after that. The benefit for Tencent will not be replacing these two, it will mean that they will be placed next to either or in some cases both. That was the setting that Amazon faced. Yet whilst they heralded ‘Amazon Luna adds more than 40 new games, all from GOG’ last month, they failed to see the larger picture and now Tencent and their TGP are optionally set in a world where they surpass the streaming game providers nearly instantly. Amazon only had to look at the historic market and considered what was possible. Yet their executives didn’t look (apparently) further than the length of their nose and non of them had the nose of Cyrano de Bergerac (or C.D. Bales for that matter). The resulting setting is that Tencent (or as the US fears, China) now gets a new area with gaming Europe and the Middle East as new customers. Another field that the US (with assistance of a short sighted Microsoft) where they hand the keys to a Chinese company. And they did this to themselves. I opened the door by informing Amazon in November 2022 that this field was approachable and ready. So what do we see three days ago in the Financial Review? They title ‘Amazon shares drop as AI costs spook market’ is merely one part, the underlying “investors have signalled growing impatience with tech companies’ efforts to profit from their massive investments in AI”, as well as “Andy Jassy has been cutting costs and focusing on profitability in Amazon’s main online retail business while spending heavily on AI services, which the company has said represent a “multibillion-dollar revenue run rate business”” and all along (for at least 21 months of options towards an estimated $5,000,000,000 annual revenue ignored. How that for captaincy of a ‘Big Tech’ company? And as I saw the gaming precedency go in all directions except for the right one I see that my vision was correct all along.

In a place here they got to drill into new customer places they handed it all to the Chinese opponents. Yay to shortsightedness. 

The second part is a little harder to spot if you do not look in the right direction. That being said, there are a few debatable sights to that. In the first it is my interpretation of these layered facts and if proven right it is less of an issue. Yet I believe that Facebook set the larger premise by not properly investigating the ‘evidence’ they claimed. Their short sighted overseeing hat is going on (relying on ‘their’ AI) and not properly looking at the ‘rules’ or policies they have implemented now gives rise to an altering consumer base that could skip town (their platform), optionally handing a decent chunk of their customer base to Tencent as well. It will not drown them. But answer me this, if you have to report that 10% is skipping your platform. How many shareholders will be happy with the underlying speculated statistics that we get is “The company estimates that 4-5% of those accounts are fake, meaning there may be as many as 150 million fake accounts.” these are the numbers from Facebook. Yet the ‘reality’ from some is that it is 10%-15%. Now consider that these numbers remain and the percentage over the 100% base becomes a number over their ‘new’ 90% base. As such the new base is that it becomes 111% and I believe that 120% is more realistic. Now consider that every investor paying X mounts of dollars now hands their money to 8.3% non valid accounts. It sets the new premise to nearly one out of 10 advertisements misses the target completely. How long until they have to drop prices or actually resolve that issue whilst millions are going somewhere else. That was the second premise that Amazon missed and now we have a massive larger issue. Tencent seemingly has a larger target. In the first to gain their new consumer base all over the world and Facebook (and others) start losing market share. If you think this is nothing ask Microsoft (edge) how they faired against Chrome and whilst they will deny any losses consider that Edge only has a 5% market share against Chrome 65% and Safari 18%. Take that into the settings. Considering that Tencent has a larger reason to promote Harmony OS. A stage that would make China happy as a clam. It will not have a short term impact in view, but in this all Android users in several nations will now have an option to switch Android devices. And the Apple case that is before these courts (se yesterdays article) merely strengthens the premise. I reckon that the Eastern Europe, African, Asian and Middle Eastern countries have a first impact and in that setting  America is the first to lose global market share. This last bit I gave you is highly speculative, but as my settings are confirmed I feel that this is a direction is a valid one. And it is all founded on two players (Amazon and Facebook) let is happen on their watch. Don’t believe me, feel free to read the articles I put on my blog from November 30th 2022 onwards (and several before that). The captains of industry and their governmental tools believed their own spin (read: marketing BS) and took what they spun as ‘truth’. All whilst there were visible parties out there. 

Granted, I am talking in my own street and that is also debatable, but you could read up and conclude for yourself. As such two elements handing billions of revenue that certain players left lying on the floor and I have no non-existent AI, merely my own noggin and it is working fine, thank you very much.

Enjoy this Monday.

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July 31, 2024 · 16:40

It was never rocket science

Yup, that is the gist of it. And it seems that people are starting to wake up. You see the biggest issue I have had with any mention of AI, is that it doesn’t (yet) exist. People can shout AI on every corner, but soon the realisation comes in that they were wrong all the time will hurt them, it will hurt them badly. And this is merely a sideline to the issue. The issue is Microsoft and lets get through some articles.

1. Microsoft says cyber-attack triggered latest outage
The first one is (at https://www.bbc.com/news/articles/c903e793w74o) where we see “It comes less than two weeks after a major global outage left around 8.5 million computers using Microsoft systems inaccessible, impacting healthcare and travel, after a flawed software update by cybersecurity firm CrowdStrike. While the initial trigger event was a Distributed Denial-of-Service (DDoS) attack… initial investigations suggest that an error in the implementation of our defences amplified the impact of the attack rather than mitigating it,” said an update on the website of the Microsoft Azure cloud computing platform.” The easiest way of explaining this is to compare Azure to a ball. A foot ball has (usually) 12 regular pentagons and 20 regular hexagons. They are stitched together. Now under normal conditions this is fine. However software is not any given shape, implying that a lot more stitches are required. Now consider that Microsoft 365 is used by over a million corporations. Now consider that a lot of them do not use the same configuration. This implies that we have thousand of differently stitched balls and the stitches is where it can go wrong. This is where we see the proverbial “the implementation of our defences amplified the impact of the attack rather than mitigating it” Microsoft has been so driven by using it all, that they merely advance the risk. And it doesn’t end here. CrowdStrike is another example. We see the news and the fake one person claiming responsibility for it. Yet the reality is that there is a lot more wrong than anyone is considering. These two events pretty much prove that Microsoft has policy and procedure flaws. It is easy to blame Microsoft, but the reality is that we see spin and the trust in Microsoft is pretty much gone. People say “Microsoft’s cloud revenue was 39.3% higher”, yes this is the case, and considering that Amazon was originally a ‘bookshop’, so they went against the larger techies like IBM and Microsoft and they got 31% of the global market share. Not bad for a bookshop. And the equation gets worse for Microsoft, these two events could cost them up to 10% market share. In which direction these 10% go is another matter. AWS is not alone here. 

I was serious about not letting Microsoft near my IP. I had hoped that Amazon would take it (they have the Amazon Luna) but it seems that Andy Jesse is not hungry for an additional 5 billion annually (in the first stage). 

And as Microsoft adds more and more to their arsenal these problems will become more frequent and inflicts damage on more of their customers. Do I have evidence? No, but it wasn’t hard and my example might give you the consideration to ponder where you could/should go next. 

2. Microsoft Earnings: Stock Tanks As AI Business Growth Worse Than Expected
In the second story we see (at https://www.forbes.com/sites/dereksaul/2024/07/30/microsoft-earnings-stock-tanks-as-ai-business-growth-worse-than-expected/) that Forbes is giving us “shares of Microsoft cratered about 7% following the earnings announcement, already nursing a more than 8% decline over the last three weeks” with the added “Microsoft’s crucial AI businesses was worse than expected, as its 29% growth in its Azure cloud computing unit fell short of projections of 31%, and sales in its AI-heavy intelligent cloud division was $28.5 billion, below estimates of $28.7 billion” As stated by me (as well as plenty of others) there is no AI. You see AI would give the program thinking skills, they do not have any. They kind of speculate and they have lots of scenario to give you the conditional feeling that they are talking “in your street” but that is not the case. For this simple illustration we get Wired (at https://www.wired.com/story/microsoft-ai-copilot-chatbot-election-conspiracy/) giving us ‘Microsoft’s AI Chatbot Replies to Election Questions With Conspiracies, Fake Scandals, and Lies’, so how does this work? You see the program (LLM) looks at what ‘we’ search for, yet in this the setting is smudged by conspiracy theorists, troll farms and influencers. The first two push the models out of synch. Wired gives us “Research shared exclusively with WIRED shows that Copilot, Microsoft’s AI chatbot, often responds to questions about elections with lies and conspiracy theories.” Now consider that this is pushed onto all the other systems. Then we are treated to “Microsoft’s AI chatbot is responding with out-of-date or incorrect information”, so not only is the data wrong, it is out of date, as I see it what they call ‘training data’ is as I see it incorrect, out of data and unverified. How AI is that? A actual real AI is set on a Quantum computer (IBM has that, although in its infancy) a more robust version of shallow circuits (not sure if we are there yet) and is driven not by binary systems but framed on an Ypsilon particle system, which was proven by a Dutch physicist around 2020 (I forgot the name). This particle has another option. We currently have NULL, Zero and One. The Ypsilon particle has NULL, Zero, One and BOTH. A setting that changes everything.

But the implementation into servers is to be expected around 2037 (a speculation by me) then we get to the thinking programs and an actual AI. So when we see AI, we need to see that is a program that can course through data and give you the most likely outcome. I will admit that for a lot of people it will fit, but not for all and there we get the problem. You see Microsoft will blame all sources and all kind of people, but in the end it will be up to the programmer to show their algorithm is correct and as I am telling you now that it comes down to unverified data. How does that come over to you? 

When you consider that Wired also gave us “it listed numerous GOP candidates who have already pulled out of the race.” The issue of how out of date data is becomes clear. We see all these clever options that others give us, but when some LLM (labeled AI) is un-updated and unreliable, how secure remains your position when you base decision making streams on the wrong data? And that is merely a sales track. 

The last teaspoon is given to us by The Guardian. The Guardian (at https://www.theguardian.com/technology/2024/mar/06/microsoft-ai-explicit-image-safety) gave us on March 7th 2024:

3. Microsoft ignored safety problems with AI image generator, engineer complains
So when you consider the previous parts (especially CrowdStrike) “Shane Jones said he warned management about the lack of safeguards several times, but it didn’t result in any action” Microsoft will state that this is another issue. But I spoke about wrong data, out of date data and unverified data. And now we see that the lack of safeguards and inaction would make things worse and a lot faster than you think. You see as long as there is no real AI, all data needs to be verified and that does not seem to be the case in too many setting. I spoke about policy issues and procedural issues. Well here we get the gist “it didn’t result in any action” and we keep on seeing issues with Microsoft. So how many times will you face this? And that is before people realise that their IP are on Azure servers. So how many procedural flaws will your research we driven into until it is all on a Russian or Chinese or North Korean enabled server (most likely by Russia or China, which is a speculation by me).

As such, it was never rocket science, look at any corporation and in their divisions there will always be one person who thinks of number one (himself) and in that setting how safe are you? 

There is a reason that I do not want Microsoft near my IP. I can only hope that someone waked up and give me a nice retirement present ($30M post taxation would be nice).

Enjoy the day.

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