Tag Archives: China

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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July 1, 2024 · 10:51

The changes to a Digital Currency

I was alerted to a story on https://www.cointribune.com/en/saudi-arabia-joins-the-wrong-blockchain/ stating ‘Saudi Arabia joins the wrong Blockchain…’, well that is merely a matter of opinion. You see the CBDC (aka mBridge) is a digital currency that is controlled by banks. It is under control by China (read Tencent) and is a system that runs next to swift. It could rival it over the next few years and moreover could overtake swift too (speculative view by the writer, aka me). The involvement of Saudi Arabia implies “The kingdom’s integration into the BRICS club is far from trivial. Member countries are clearly expressing their intention to purge the dollar from their exchanges. The arrival of the Saudis could mean that Saudi oil exports to China could one day be conducted via the mBridge blockchain, in yuan”, implies is as I word it, but the implications as quoted is the first major dent into the ‘settings’ that could take a lot of Wall Street out of the frame, again this is purely speculative. Another source, Forbes gives us (at https://www.forbes.com/sites/digital-assets/2023/08/24/bitcoin-vs-cbdcs-analyzing-universal-access-in-digital-currency/) ‘Bitcoin Vs. CBDCs: Analyzing Universal Access In Digital Currency’, which they gave us last August. They also give us “The digital cash revolution was spearheaded first by bitcoin and then by other cryptocurrencies, which has led to the birth of Central Bank Digital Currencies.” This is followed up by “it’s the rise of CBDCs and cryptocurrencies that may represent the most transformative phase in this evolution.” I think that is the larger issue. I don’t trust Bitcoin, not because of the digital setting, but the picture that it is not supported by any coins, or gold make it a virtual currency. ‘Everyone’ is on board for what they think it will bring. But the larger picture becomes that a virtual setting could from today ($62,730.9037) and when it goes to $50,184.7258 tomorrow (worst case scenario) there is nothing stopping it, moreover I reckon that all these pensioners hoping to get rich of this, this downfall will result in lots of pensioners ending with nothing. That was the fear I alway had. This is why I do not trust it. The CBDC (mBridge) is as said cemented in “the country’s central bank.” Forbes also gives us on the of the 23rd of June (at https://www.forbes.com/sites/digital-assets/2024/06/23/cross-border-cbdc-focused-project-mbridge-moves-forward/) “For more than three years, the Bank of International Settlements (BIS) and the central banks of China, Hong Kong, Thailand and the United Arab Emirates (UAE) have been working on a cross-border central bank digital currency (CBDC) project known as mBridge. In a nutshell, the project aims to improve efficiency, speed and transparency in cross-border payments.” It is the transparency that matters and the fact that it is under control of a nations central bank. This implies that banks are ultimately responsible for issues, with Bitcoin this is anyones guess. The text “MBridge recently took an important step forward with the completion of its minimal viable product (MVP) stage and the decision by Saudi Arabia to join the project.” You see this means that mBridge would be getting support from places like Aramco and China with their Yuan. This puts the USA on a slippery slope (commercial wise) if the oil dollar pushed to nowhere, the Yuan will gain strides of upgrades. Additional we get “According to China’s Digital Currency Research Institute (DCRI), mBridge transactions take seven seconds and cut cross-border payment costs by 50%.” I believe that the 7 second delay is only applicable to cross border issues and I do believe that this is a temporary delay (before the first upgrade a time upgrade), the reducing of cost by 50% would be cheered by all sides of the equation (probable with the exception of Wall Street). The article ends with “but risks to the initiative will rise sharply if it becomes seen as part of broader U.S.-China competition” a political setting, but as that rises the USA (and optionally the EU) will lose a lot more. For the most the people are fed up with the American bully tactics. It is hurting their pocket. Consider that a decade ago where everyone copied the narrative “Washington officials began warning of Huawei’s ability to embed spying capabilities in its gear” but never was any EVIDENCE presented by anyone. We get setting like ‘could’ and ‘the possibility arises’’. The former director of German intelligence stated to Deutsche Welle that they didn’t understand that technology. So where is the evidence? America presented a case that was settled a decade earlier. China has issues with the US and EU. This is their shot across the bough. And it is one that matters. With billions in revenue gained, with the BRICS setting and with a setting that could replace the oil dollar with the Yuan, Wall Street would lose a lot. So whilst the American administration begs for cheaper oil, all whilst they pretty much shot themselves in the foot. 2025 and 2026 might prove disastrous for both the US and EU. The EU will accept the mBridge solution a lot earlier than the US would and when the Bitcoin loses 20% or more in value. Many pensions will be reduced to zero. It was the risk of a decentralised system with no foundation in any bank or in a commodity like gold, but that is merely my point of view.

Enjoy today, it is still yesterday in Vancouver and Toronto. 

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June 29, 2024 · 12:00

As limits are reached

The Khaleej Times give us (at https://www.khaleejtimes.com/uae/uae-summer-switch-off-non-essential-appliances-for-one-hour-every-day-urges-sharjah-authority) ‘UAE summer: Switch off non-essential appliances during peak hour daily, urges Sharjah authority’ where it starts with “Sharjah Electricity and Water Authority said the Conservation Hour or Peak Hour initiative will start in July and last until September” with the additional “Along that line, the authority has called on those living in Sharjah to participate in an initiative called Conservation Hour or Peak Hour from July to September”, for those unaware Sharjah is directly North of Dubai. The addition given is “The initiative will require residents to switch off non-essential electrical appliances during peak hours, which is from 2:30pm to 3:30pm, every day”, this situation was going to happen and it will be a global problem. I raised the issue in January 2023. The first part was in ‘Inactivity by the overpaid‘(at https://lawlordtobe.com/2023/01/13/inactivity-by-the-overpaid/). There I raised “There will be a power shortage by 2030. Personally I think that he is overly optimistic. I would reckon that clear shortages will be visible no later than 2027 in the Netherlands” In this Article I raised the issue that I made in May 2022 and again in June 2022. There I looked at solutions. There were a few sides and Dubai would benefit from that solution. Part of that solution was given in ‘Will you feel frisky?’ (at https://lawlordtobe.com/2022/06/28/will-you-feel-frisky/). There you see that the concrete that sets the floors/ceilings have space in every building to leave a mica underground, with on top of that solar panels. Now ads I see it Dubai, Abu Dhabi and Sharjah all have hundreds of buildings that benefit from these panels (the sunny side of the building) In my case I illuminated London as well as Austin Texas the day before. However this is now a race. There is a limit on solar panels. First one in, the less limitations that place has. As we now see, Sharjah is at present the first to step on the breaks. 6 years before the NOS (Dutch news media), as such I believe that the limitations will be seen all over Europe in the next two years, depending on the summers. London, Paris, Orleans, Cannes, Nice, Munich, Berlin, Hamburg, and several other places. In my view I see the following solution:

The mat with the solar panel. That panel is set to be connectable to other mats, I envision a sort of Scalextric (that old racing game) connection on one side the can be connected to a wire, that connect the panels on the separate levels to a battery on top of the building. I just used the Tesla solution, but other solutions could be used. Depending on the size of the building it would be an expected 2 x 2 or 4 x 2. So that one side can be fully charged and the other set of batteries is used to fuel the net. 

Now this solution does not fully solve it (initially), but it will reduce the stress on the electricity net. As more buildings are fitted out with this solution, more stress on the electricity net is reduced. I reckon that two dozen buildings all over Sharjah might reduce the pressure enough for the peak pressure to go away. And it will push a zero carbon setting too. 

All this is not a given, but I reckon that Chinese developers will see this as a way to come in as this path could see billion in revenue. Tesla has the battery advantage, I have no idea what China has in this area. You know what is the most striking one? I had in part the solution here in this blog two years before the rest had admitted that there is a power problem coming our way. The issue becomes that as time passes, not enough time will remain to implement the solution as well as the given that too many places at the point need this solution all at the same time and no one will be able to deliver this solution. To give a rough estimate Manhattan, Texas and Los Angeles will need a rough 12000 batteries. London is another 3500 batteries and I have no idea what the EU will need. Consider that one source gave the 2030 option, it would imply that at least 20,000-35,000 batteries are needed. I am certain that these numbers are hard to reach. So that leaves the UAE, Saudi Arabia, Australia and several other countries. Soon enough it will become a rat-race for the components. 

Enjoy Saturday, preferably with all appliances still getting power.

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June 27, 2024 · 01:17

The side not illuminated

The BBC (at https://www.bbc.com/news/articles/c5111qxl2nro) is giving us ‘Apple in breach of law on App Store, says EU’ We get a few sides, but one side is not given to us. We are given “European Union regulators have accused Apple of being in breach of new laws designed to rein in big tech companies” It sounds nice, but at present the station “rein in big tech companies” is at least sanctimonious. We are also given “The firm charges developers an average of 30% commission on its App Store” and the penalty is given as we are given “The firm faces a potential fine of up to 10% of its global revenue if it fails to comply with the rules”. You see the one part we are NOT given is that all these developers get a channel to publish their work. The get their million by harassing people with advertising. These developers have no interest in giving gamers a real gaming satisfaction (some, but massively too little). So the EU should consider the fallout. You see Apple and Google could do two things. Pull all the games with an advertising channel, stating that this is not permitted. The second part is that they can start charging for the service. The bulk of these gaming ‘companies’ will soon thereafter collapse. You see when all these companies get CHARGED for spreading these games and cyber security. The net thing we see is that these companies will go somewhere else and the dangers of servicing hackers becomes rather large. 

The next part is that this becomes a new setting where the UAE and Saudi Arabia will get the option to offer the same thing Apple and Google did, but charging a mere 5% to 10%, the rest will probably going to China, making the EU and US lose even more revenue. 

All this because the shareholders of Epic Games wanted more revenue and they got this by throwing a tantrum like a child so that they get charged less for services. And lets be clear, they were eager to accept the deal when they were small, now that they are big they can afford to pay for the services. But that is not the only part. Epic Games wanted another path and when even one of these 3rd parties get to be hacked and the players get the damage, Epic Games will face the largest class action lawsuit in history. At that point I wonder how the shareholders will reflect on a pay cycle that will cost them billions. They had a safe environment with Apple and Google, but when that falls away these two will help to give the victims all the numbers and all the support they need to clean out the vaults of all the game developers who took the greedy way out. In addition the EU will get a new problem. As game makers fall flat and optionally move to China or the Middle East the EU will lose revenue. In the last 8 years 10 games made $13,000,000,000. So what will the EU do when that goes to China (or the Middle East)? There are over 200 companies, 105 made over $500,000,000. This was a bad call. These politicians have a socialistic mindset, Take from the rich, but they forget that these rich companies set the foundation of growth. Sergey Brin, Steve Jobs, Mark Zuckerberg and Jeff Bezos were real innovators. The mediocrity of Microsoft is pushing them back more and more. And whilst they might be shown as the richest, they are losing more and more ground. Now with the EU, more and more business will move to better (read: non-European and American) shores. 

And the EU did this to themselves. Consider the DMA:

  • Business users who depend on gatekeepers to offer their services in the single market will have a Fairer business environment (But these services come at a cost, no more Freebees)
  • allow third parties to inter-operate with the gatekeeper’s own services in certain specific situations. (If hacked those services become nullified)

Just to part, the first will nullify these innovators, they cannot afford these services and they will go to a cheap solution making them a target for hackers. The second part will end some games, gamers have no patience and no humour. So when their game stops they will all cry like little children, their toy was taken away and when a hacker does get to upper hand, the class actions will come calling for all these companies. It is a war that the EU cannot win and the larger companies will become empty shells (my prediction). 

Until this first case was decided there was merely a threat of things, now it is coming to pass. 

I wonder what happens to the ‘fake’ economy in Europe when this starts. When advertising through gaming stops. What will the damage be? Amazon, Apple and Google have other means for getting advertising revenue. The others? Anyones guess, but there is a chance that a few hundred companies are sweating because no revenue meant no cost and that could stop now. So they need to find bankers. And what will those bankers demand? All issues that the DMA (Digital Markets Act) did not consider. I believe that this Apple case is opening a can of worms  no one is ready for and the implications are long term.

And now it is Thursday, Enjoy this day when you get to this point.

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June 14, 2024 · 12:30

The teeth that bite

It is a phase we see, the teeth are the realisation that issues are catching up with the world. They knew already, but they decided to keep you all in the dark. For this we need to go to ‘Will China Replace the US As Saudi Arabia’s Main Ally?’ (at https://thediplomat.com/2024/06/will-china-replace-the-us-as-saudi-arabias-main-ally/) there we are given the setting that China is ‘optionally’ replacing the United States as the main ally of Saudi Arabia. You might wonder what this is about. You see, I predicted this happening on June 3rd 2023, a little over a year ago (at https://lawlordtobe.com/2023/06/03/would-you-believe-that/) in ‘Would you believe that?’ I even inferred that earlier, but that was more speculation then the application of Business Intelligence. A year ago, Now lets be clear, I am nowhere near as gifted in analyses as the people in The Diplomat are (or should be) so this is where I got to ‘they decided to keep you all in the dark’, the writing as on the wall and it will become worse. Even as the United Stated is no playing nice to the Middle Eastern nations (Saudi Arabia and the UAE mainly). Their need for cheap oil, their need to keep involved but it is too little too late. Saudi Arabia is catching on and China is there to take up the slack. Brics was an element, but a small one. China was already catering to the needs of Saudi Arabia. 

And that is also my new setting of sales. You see I created the IP that could give Saudi Arabia (or the Kingdom Holding, owned by Al Waleed bin Talal Al Saud) And it could give either 5 billion a year in phase one and continuing to 20 billion a year in a later stage. Billions deserted by Google and averted by Amazon and Tencent Technologies as well (Microsoft was not invited). It merely required them to open their eyes. And with this setting there is a clear showing of elements where these players are shown where they lost out. For the most they are all on the AI horse (which does not yet exist) and more importantly, as this IP matures, the moment LLM (Large Language Models) and Deeper Machine learnings grow up and interact, the setting will become even brighter. One pillar of this could cost Facebook a little over 10% in the beginning with around 20%-30% later on. All because the captains of industry were asleep at the wheel. 

And do they connect? Yes, when China wakes up to this revenue and they see that they can go after the treasure trove of Facebook, they will have a vindication of TikTok, more importantly, TikTok could become the main driver in the Middle East, which should partially hurt Google as well (an unintended side effect). Now that the ties between Saudi Arabia and Indonesia are strengthening, the game changes even more. When Bangladesh is reeled in the loss for America and Wall Street is nearly complete. Egypt is already on board, so 3 out of 4 are on the side of Saudi Arabia, all that because people are running after hypes and (more often then not) asleep at the wheel. 

Perhaps a little reminder is in order. Chasing hypes is the consequence of marketing, not sales. One is wishful, the other is an achievement. China seems to have it partially worked out, how far they have come is unknown to me, but the setting that the Diplomat needed to give credence to this stage implies that the controlling powers are now scared that the stage is taken away from them. I think it is already being taken away, but we need to see the news on that (if they even report on this). 

The stage is set to the discussion on China replacing the United States and the west, but the one part that they do not report on is the impact that this economically has. You see, this would push well over $135,000,000,000 from the US and EU towards China. It seems like it will be ‘regarded’ as small fry, but the lack of these funds will definitely hurt the EU and the US, should my IP have the larger impact than the stage changes even further. Consider the UK reporting on a loss of 4 billion, the EU on 65 billion and the US 66 billion loss, how much tighter will their belts end up being? In that same setting Beijing will get the extra revenue which will open door to second and third tier revenue. 

We can argue that I am not seeing this correctly and that would be fair. But I have been right for well over a year, the writing was on the walls on this one. And consider one little extra. I came up with the IP. Not Amazon and not Google, so when you realise that they were asleep how much revenue did they miss by chasing a non existing AI horse? And Apple? Not sure where they stand, they have been minding their own niche which is fair enough. Yet when we consider that they too left (for other reasons) billions in revenue. What learning should we take from that? I say learning because when you are focussed on a niche that is part of a market and you mind your store, you are not doing anything wrong. We need to also see this. But Amazon and Google should have picked up on this. They cannot hide that failure. Merely my point of view.

Have a great day.

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June 9, 2024 · 22:58

The unspoken call

There was a call in Reuters last week. I had seen it, however I was dealing with the intelligence I was able to lay my hands on. It seems like a simple exercise but it is not. The article (at https://www.reuters.com/world/middle-east/un-experts-urge-all-countries-recognise-palestinian-statehood-2024-06-03/) gives us ‘UN experts urge all countries to recognise Palestinian statehood’, it seems so simple. Yet it is more complex than you think. You see that setting might be acceptable AFTER Hamas has been eradicated and the west knows this. You see Hamas is a one trick pony, it resorts to violence only ad at present it does so through Iranian guidance. If Palestinian statehood is awarded whilst Hamas is still in charge, all bet are off. The west knows this and they don’t like the centrepiece of Arabian stability. There is Saudi Arabia and the United Arab Emirates (UAE). That one trick pony (Hamas) will come with its new rule. A bigger seat at the Arabian table. When they do not get it Saudi Projects will suffer. The Line, Oxagon, Trojena, Sindalah, Red Sea International Airport, Mukaab, Qiddiya and a few more will subtly be suffering set backs, optional outright sabotage. That would cost Saudi Arabia billions. In addition UAE locations like Dubai and Abu Dhabi will be hit. It will not be some case of speculation, Iran does not like the path Arabia is on. It does not allow any path where they are an inferior setting. And they now have their claws in Hamas and Houthi forces. 

As such Hamas needs to be eradicated. It is simplest if Israel does it. It could do with the win and Saudi hands will remain clean. When Saudi Arabia and the UAE are forced to act the result will be destabilisation for years to come. All what Saudi Arabia had achieved will be for naught. The UAE will likely get a hit on tourism and travel, but there too the impact will be felt. The west likes this. They are trying to rally against China and the Arabian players are part of Brics now, catering options for China. All options are largely lost to the west. So they are now calling to include Palestine into everything. A call that is too rash for words. 

We can think all we can on Palestine, but they let Hamas in and did not do anything about Hamas for 2 decades. Hamas is under their buildings, part of their infrastructure and they have grown the next generation of Palestines to be terrorists too. The west did little to nothing, they figured that Israel would deal with that problem. Now that Israel is, the anti semitic rhetoric is taking global proportions. And the media was quiet for too long on the 120 hostages and they trivialised matters. So now that the gloves come off there will be another setting. If Israel succeeds in eradicating Hamas, statehood for Palestine could follow, yet with a few clauses. Any new Hamas interference will result in economic sanctions. In support of this other economic means will be required. Also Egypt will have to show it hands and allow Palestinians through. You know, I do not think this will happen. Egypt had identified the threat that Hamas and Palestine sets. Why do you think that they put a wall there? No one is questioning that part. It is all about Israel. 

If Israel does not succeed and statehood is awarded to Palestine, Saudi and UAE intelligence will have to beef up operations. Saudi will have a lot more riding on this and whilst there are upsides for Saudi Arabia, the risks are a lot higher. In the mean time Hamas leadership is still comfortable in Qatar and Iran has lines out to them. I wonder what will come to a close first. Israeli patience, of Saudi patience after statehood is awarded. 

In the end part of this is speculation, but the premise is sound and when Iran flexes its financial muscles towards Palestine, Saudi interests in Saudi Arabia will come under pressure, and it will resolved by giving a bigger seat to Hamas, the Iranian tool. A setting that we must avoid, the west especially. The west might no longer be a global strong power, but when chaos hit the Arabian peninsula, only the greed driven parties will see it as a plus point. The rest will suffer the consequences. And in this the media will shrug it off saying they merely reported on it. But the media will be every bit as guilty as anyone else. Even more so as they decided to not inform the public and filter events to what their stakeholders share holders and advertisers required. But the media will not report on that. I wonder why. 

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May 18, 2024 · 21:43

Thoughts

As I am turning towards Engonos and some of the embellishments that I should incorporate I also am reminded of something I wrote in March 2017 (at https://lawlordtobe.com/2017/03/17/the-finality-of-french-freedom/), yes that long ago I made predictions, all based on common sense. And now we see in the first Deutsche Welle (at https://www.dw.com/en/germany-faces-challenge-as-2025-tax-forecast-sinks/a-69102992) where we are given ‘Germany faces challenge as 2025 tax forecast sinks’, this sounds like a trivial matter, but if the first economy will have issues with paying for its infrastructure, the entire mess becomes a problem. So we are all given “Finance Minister Christian Lindner said it was clear that the public sector would have to tighten its belt.” And it is followed and pretty much epilogued with “What I repeat almost like a mantra in view of the exorbitant political wishes is now available in black and white: There is no new financial room for manouver in the foreseeable future.” 

There are a few sides to that. I the first Russia loses an enemy, a lame duck that is part of the EU. Germans has no moves left. The second one is ‘France faces four major economic challenges in 2024’ (the FT article was behind a paywall) and this one is found (at https://www.euronews.com/business/2024/01/23/france-faces-four-major-economic-challenges-in-2024) is is a little older but as the economic belt of France is tightened dark clouds are forming. They have one advantage, the 2024 Olympics will bring money. How much? Is anyones guess. France has problems with manufacturing, The Chinese markets are not dishing out dough for French items like wine. And behind this is “The extraordinary debt levels across the major economies in the world pose a risk to France, too, as it faces the threat of an austerity budget which directly impacts the financial health of households and consumers.” We get the ‘quote’ “The French manufacturing sector remained low throughout the year, sinking deeper at the end of 2023. If output remains at the same level, there is the possibility of a “technical recession” within the sector”, when the media starts adding ‘technical’ to the story, you know that there is a problem. To put it mildly blunt, there is for example not a technical pregnancy. My penis entered her vagina and I came. She turned out to be pregnant or not. Nothing technical about it. You can dwindle numbers around all you like, but in the end there is a recession or there is not. These two stories matter, especially when you consider the first one I wrote in 2017. There I set the EU like a pontoon, kept in place by 4 anchors, they stop the the pontoon being thrown around in the economic sea of uncertainty. 27 people on that pontoon, 4 of them were manning the anchors. These was the UK, France, Germany and Spain. Now, the UK left and both France and Germany are in a difficult position. So it come down to Spain who is not doing too well either. I saw this in 2017, but the media kept on playing its game on populism, so who looked out for the overall health of the EU economy? 

As you can see (based on Q2 2023 data) That the EU debt is partially driven by France and Spain, the UK is no longer part of the equation. The EU is in a dire position. And whilst we get jolly news all over the fields the direct problem is will the US sell the EU down the river, or will the EU chisel its marks in new ventures? Overlapping the fields where the US was sole choice. That too I set out in the past. The simple consideration is that if the world is a cake and the cake is almost none growing, the population growth and the debt growth implies that there is less to be had and you know the issue with shortages? People go hungry, the population loses it humanity because it is the era of ‘me’. So whilst we consider that different choices needs to be made, the old setting under Wall Street and the US will soon become a field of Commonwealth, Brics, China, and the Middle East. In all honesty with all the messes the US is creating none of them have a use for them. It sounds harsh but that is the reality. In a land where we have 10 people and 7 meals the hungry will not care who is humane or who is woke. 7 will eat and three will not. It is not a nice setting, but the realistic one. There were options for energy and housing all by Elon Musk. Are they true, are they false? I cannot tell. It seems to be limited to Youtube and TikTok. The media as far as I can tell have not touched it. So where is the media? Are they now governmental tools? Consider the fact that nations have an issue with homelessness. So would this Musk solution help? Would this take pressure of the stress? France, the Netherlands, Australia, they all have issues but no one seems to tackle them. This matters because when the economic drivers come calling on the EU the other settings becomes huge. And the media is doing way too little about it. Why is that? 

Just a few thoughts that came to mind on this Saturday.

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February 21, 2024 · 23:44

Exit towards destabilisation

That is the setting that we see coming a mile away, or at least I am and that is how I see it. Today I am given ‘China condemns US veto of call for immediate ceasefire at UN’ (at https://www.bbc.co.uk/news/world-middle-east-68355436) and I have a problem with this. You see, the problem with the article is that we see “China has sharply criticised the US for vetoing a United Nations (UN) Security Council resolution demanding an immediate ceasefire in Gaza.” Yet, the issue is more complex. There can not now, or will there ever be peace as long as Hamas exists. Hamas will never stop. Its commanders are safely in Qatar, a nation that has given Hamas almost $2,000,000,000 in financial support. Then there is Iran and they both are vying for destabilisation in the Arabian peninsula. It is a very personal view, but I believe that is the game that is being played with Hamas as puppets, right next to the Houthi forces. The problem is that we are given disinformation from nearly every side and that is hampering insight and optional progress. 

As I see it the two powers in the Middle East are the Kingdom of Saudi Arabia and the United Arab Emirates. This is not what either Qatar or Iran like. They want a much bigger seat at the table and as such there is an essential need to rely on Hamas and Houthi forces and in this Iran seems the only actor, but I am not convinced. There is no clear intelligence what Qatar is doing beside sheltering the top of Hamas, which is as far as I can tell not a crime, not even in the Arabian peninsula nations. As I stated a personal view is that it is much better that Israel deals with Hamas. You see when BRICS evolves and the table setting is clear Iran will not be happy. They want more and they will push Hamas (and others) to get a larger seat at the table of plenty and Hamas being the one trick pony they are will strike out at the Kingdom of Saudi Arabia first striking their projects. Lets be clear, I have no intelligence available that this will happen, but knowing what I do know. A one trick pony will resort to what it knows and for Hamas this is violence, and violence alone. At that point the KSA will either strike back in full or they will have to concede. Do you think that the KSA will concede against a terrorist organisation? It would be all the information that the Houthis would require to attack again and again, and Iran would show its clean hands stating “We had no hand in this” all whilst supplying weapons to both. 

This is the stage of destabilisation that China needs and that is at this point the wrong stance to have. As such my message to China’s UN ambassador Zhang Jun who gives us “Only by extinguishing the flames of war in Gaza can we prevent the fires of hell from engulfing the entire region” is “take Hamas out of the region and talks can begin”. You see the stage of Palestinian territory’s Hamas-run health ministry is the larger problem. Anything Hamas run is tainted and that needs to stop. We can cry all we want for the Palestinians, yet Hamas is part of the problem and it started on October 7th 2023. Too many are ducking that part and have been since day one of the IDF assaults. That is before we consider the larger stage that we are given that the UNRWA is accused of directly supporting Hamas. The Washington Post gave us an image of a Hamas data centre UNDER the UNRWA building. The problem is that all sides are engaged with disinformation. I cannot deny that there are voices that Israel is doing the same that Palestine are doing in that regard. Israel has had well over a week to publish all evidence via all newspapers, they did not do that, that must be considered as well. 

My largest fear is that Hamas is pushed to attack any of the KSA projects and that will start new stages of destabilisation, not to say what they will do given a chance to Dubai and Abu Dhabi. I believe that the risk is too high for any Arabian peninsula nation. In all this Hamas must go, preferably today and permanently. 

I truly believe that this is the only way that there is a future for the Palestinians and to remain with a stable middle east. The problem is that I am stating this based on information available to me and there could be issues with that. Yet there is no denying that Hamas is a problem for everyone and the sooner all others realise this, the better we all will be.

Enjoy the week. I might be away for a few days.

 

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