Tag Archives: China

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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July 28, 2024 · 11:24

As the idea erupted

This happens, we do one thing and suddenly an idea erupts. In this case I was thinking of the second script that I am generating in Final Draft.

It was a setting that made me think for a moment. And this setting came from the days of the Commodore Amiga. I even was working an reset emulated version of the game in Macromedia Flash, just 1-2 weeks before I suddenly was made redundant. I suddenly had to relocate from Stockholm to Gorinchem when I got screwed over by my previous boss. But the thought got to me and I thought “Wouldn’t this make a great small budget movie?” An ‘almost’ one person movie with its own narration. Most of the movie in a sort of CGI and an interaction with computers and a sort of deserted place. It might not be the Hollywood stage of stories and not really for the big screen, but an idea that a streaming company might like or consider. In a stage where they have to pump billion into material, a low budget might have a much better chance. They can test an actor or actress as well as the director and director of filming in a cheaper setting. As such 3-5 people straight out of film school. I reckon that Pedro Pascal, Tom Hanks, Natalie Portman, Scarlett Johansson and Steven Spielberg would be too expensive. But there are over 50,000 actors many of them do not have a place in Bel Air, not to mention of the amount of Directors in the field. New players have a hard time getting through. So, here the speculated number race through my head and now there is a viable setting. The stage of using low budget films to create a talent pool of newbies. You know people like Pedro Pascal had a lucky break. Considering he was the man behind Napoleon Dynamite (vote for Pedro), I know I can be quirky (read: funny) at times. Still the premise remains, luck isn’t always available so what then? I believe that low budget movies are part of that key and places like Dubai Media are likely to break through their own confinements and start breaking through into the West European streaming markets. There is an upside to that. When the current borders by Netflix and Disney plus start pushing their own limitations others could be there taking up the slack. You see one source is stating ‘The US will need 22,700 film directors over the next 10 years’, I cannot vouch for the accuracy there. Yet this implies that ever upper level University will need to fight off job offers with a stick for 100% of their art students. I nice setting, but not realistic. Adding a talent pool becomes essential and not merely for these people, they will all need scripts. There are plenty of them around, but how good are they?

These elements put the larger streamers on the spot and those ready to grow could enter new fields. This puts Dubai Media in a nice place and lets not forget iQiyi and Tencent Media either. America might hate all that is Chinese, but I reckon that Europe is more open to this stage. As the mindset goes that in the first century Decimus Junius Juvenalis stated “Give them bread and games and they will never revolt” It was around the age of Emperor Trajan. What strikes me was that no-one considered owning the bakers. It might be merely a coin per bread, however the Colosseum had 50-80 thousand spectators and that makes for a nice penny. And there were more places over the empire of Rome where these places had crowds. Being the admiral of baker makes perfect sense to me. Even today ‘give them bread and games’ applies but in this setting nowadays growing the streaming services makes a lot more sense. And there to centrality of content becomes a new focal point. Everyone is looking towards Hollywood, but there is a problem there. California is losing their focus, they are saturated, so new borders are required. The Middle East and Asia make sense and when Europe finds out that the American prices are getting too high the aforementioned three players as well as other other streamers will see their markets erupt. Not to mention countries like Indonesia and Bangladesh that over these two countries have a little over half a billion citizens, we see a disrupted market. All looking at California and Hollywood to hand them materials, but the ongoing mass emigration of residents and businesses from California to other U.S. states (Texas) or countries is about to leave California is a near desperate state and the desperate need to pay a lot more. That opens the doors for the Middle East and Asia to make their mark. It is almost the proverbial butterfingered aide putting all egg in one basket. 

All that came to me in a near instant (in less than on hour) whilst was contemplating a low budget movie. I have no idea yet how to do that (I have three other projects in my brains) but it is something to keep in mind. Considering that this setting will take time to implode (before 2026) I still have time and until the end of the year I need to focus on the next two projects but Residuam Vitam comes first. 

Enjoy this Sunday 

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July 26, 2024 · 04:42

The misaligned cogs

This is a little hard. I just read an article on the Military hacks by North Korea, it doesn’t fit. Let me explain with a little time line.

2012
The Dutch had a press tour in North Korea. The Koreans confiscated temporary their camera’s and the Dutch were howling with laughter, they still had their iPhones and Android equivalents. They kept on filming. The Korean officers had no idea what a smartphone was, as such the Dutch had all the footage.

2014
Sony get hacked and soon thereafter we get all kinds of ‘leaked’ information. In addition within a year (I have no specific date) we get an amalgamated

The FBI later clarified more details of the attacks, attributing them to North Korea by noting that the hackers were “sloppy” with the use of proxy IP addresses that originated from within North Korea. At one point the hackers logged into the Guardians of Peace Facebook account and Sony’s servers without effective concealment. FBI Director James Comey stated that Internet access is tightly controlled within North Korea, and as such, it was unlikely that a third party had hijacked these addresses without allowance from the North Korean government. The National Security Agency assisted the FBI in analysing the attack, specifically in reviewing the malware and tracing its origins; NSA director Admiral Michael S. Rogers agreed with the FBI that the attack originated from North Korea. A disclosed NSA report published by Der Spiegel stated that the agency had become aware of the origins of the hack due to their own cyber-intrusion on North Korea’s network that they had set up in 2010, following concerns of the technology maturation of the country.

The sources were the New York Times, Times magazine, The verge and CNBC. I had issues with the release of information, but my issues were speculative and based on the Dutch field trip to Korea

2017
In ‘The Good, the Bad, and North Korea’ (at https://lawlordtobe.com/2017/09/30/the-good-the-bad-and-north-korea/) I wrote “I got this photo from a CNN source, so the actual age was unknown, yet look at the background, the sheer antiquity that this desktop system represents. In a place where the President of North Korea should be surrounded by high end technology, we see a system that seems to look like an antiquated Lenovo system, unable to properly play games from the previous gaming generation, and that is their high technology?” This is my second opposition. Between 2012 and 2017 they had apparently gained the ability to produce their own smartphone. This is realistic.

2024
Now we get “North Korean hackers have conducted a global cyber espionage campaign to try to steal classified military secrets to support Pyongyang’s banned nuclear weapons programme, the United States, Britain and South Korea said in a joint advisory on Thursday.

The hackers, dubbed Anadriel or APT45 by cybersecurity researchers, have targeted or breached computer systems at a broad variety of defence or engineering firms, including manufacturers of tanks, submarines, naval vessels, fighter aircraft, and missile and radar systems, the advisory said” (at https://www.reuters.com/world/north-korean-hackers-are-stealing-military-secrets-us-allies-say-2024-07-25/).

My issue (still speculation) is two fold. In the first we get to se that the Sony Hack was apparently not North Korea, but the Guardians of peace (the Lazarus group). We see references to “links to” and a small byte that they are “Originally a criminal group”. It is my speculation that these criminal ‘masterminds’ are either Russian or Chinese. They cater to North Korea as it allows them to act freely and I would expect them to share whatever intel they get with North Korea.

Even if these formerly known criminals were behind this setting, the whole picture doesn’t add up. I reckon that we all work at our own speed, however when we see Reuters give us “one elite group of North Korean hackers had successfully breached systems at NPO Mashinostroyeniya, a rocket design bureau based in Reutov, a small town on the outskirts of Moscow.” I do not debunk that setting, but over the timeline I have seen (many might have seen it), it is possible that this last statement is a smokescreen. Was it breached or were the Russians willing to hand over that ‘victory’ to make them sound more of a threat? In addition when we see “The hackers, dubbed Anadriel or APT45 by cybersecurity researchers, have targeted or breached computer systems at a broad variety of defence or engineering firms, including manufacturers of tanks, submarines, naval vessels, fighter aircraft, and missile and radar systems” I mostly worry about the state of cyber security at our own shores. That they get breached by China or Russia is understandable, They are on par in technology with us. North Korea is not. It is like a hacker with an 80282 AT computer, a processor from 1982 coming up to a server with a Xeon processor stating ‘gimme your data’ It is like a swimmer slamming a great white shark with a BB gun. Utterly ineffective. That is merely the hardware, These hackers would have lacked at least a decade of hacking skills. The NSA and GCHQ would be running circles around them. No, I believe that this is another player making North Korea their patsy. 

Now consider that all (or some) of my speculations are wrong. I get that, this is realistically possible, we still get the stage that the time line doesn’t fit. It is like going from an Apricot PC, to an IBM Q System One in a little over 7 years, without the required resources mind you. The other, more realistic, option is that defence and engineering firms have made a booboo and failed their cyber security requirements and now all avenues are racing to hide these facts. 

Can North Korea get to this point? Yes, that is possible, but it seems to me that ‘western’ criminals are using that place to hide their actions and loot whatever they can, whilst they part time hack into places and hand these secrets over to North Korea. OK, I am still speculating. However, remember that building in Russia filled with hackers? Russian forces had to intervene there. It seems to me that these hackers would like another place to work from. It doesn’t make China innocent either. They might have the same issues and these hackers also need a place to work from. In this story, I merely come to the speculated conclusion that the term ‘North Korean Hacker’ is almost an newly seen oxymoron. 

In all this the cogs are not aligned. In 1776 native American Indians got their hands on rifles. It took time to get good with them. In 1877 Satsuma Rebellion, led by Saigo Takamori faced Japanese forces with modern weapons, it took them time to adequately use these weapons. With the complexity of a system the time line expands. The timeline expands even more when excellence of a system is required. As such I feel that these technology skills do not fit the abilities of the North Koreans. But that is merely my point of view.

Have a great Friday, another 150 minutes until I have breakfast.

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July 6, 2024 · 12:15

Taking a step to the left

Something just hit me (ouch). I was wondering about people learning Arabic. I have been contemplating this. However I do not have a job requiring me to learn it. Still, the idea was in my brains and I contemplated things that would help me (without taking classes). You see we can always to some extent revert to books.

And as you see there is a a way to do this (might not be the most efficient way). As I was contemplating this I remember something from my Japanese lessons (years ago). They had a card  set they had two half (like a domino stone) there was an image of something at the top. And the beginning letter at the bottom. It looked something like the image at the bottom. 

The Japanese version is slightly different, but the idea stands (if this translation is in error, I apologise, my knowledge of Arab is is zilch, zero, rien, non-existent). Still, the thought was there Arabic has 28 letters, it could be supplemented with cards stating the days of the week, the months in a year and so on. It could be a set up to 75 to 100 cards and sold at a bundle. Now considering that there are plenty of Chinese people trying to learn the language at present. Added to that is the premise (given by pro-literacy) that 50,000,000 within the 22 Arabic speaking nations that cannot read of write. A tool like that could be useful. If the literacy needs to be evolved, having tools that empower such a setting needs to be spread more rapidly. Now I have no idea if such a card set exists, the fact that I never seen one is no indication. The internet does not give one either. So there are indications that this is an idea that someone in Saudi Arabia or the UAE could use to optionally make someone rich. There is nothing I can do because I do not know any Arabic. But with all the people that Saudi Arabia is trying to get for jobs. This is merely a tool that enables these people to learn Arabic faster, it is merely a thought I am having. 

Have a great weekend.

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