Tag Archives: China

October 23, 2024 · 06:14

The tightening belt

What I foresaw is now coming to pass in more than one way. ECNS China gives us ‘Saudi Arabia aims to attract up to 5 million Chinese tourists by 2030’ there was always a shift coming and as we see it, Saudi Arabia becomes more and more driven to see what the Chinese markets can deliver. We saw this last week in the Saudi Tourism Festival held in Beijing on Oct 17, 2024. We are given “Saudi Minister of Tourism and Chairman of the Saudi Tourism Authority Ahmed Al-Khateeb said that Saudi Arabia is China-ready and welcomes all Chinese travellers with increased connectivity, customised products and strategic partnerships.” Now some of you will respond with ‘so what?’ And that might be fair in one way. But this number represents a much larger issue. As I see it, one third is goal driven tourism. People will decide on Saudi Arabia as a destination for a job, or as a cheap tourism destination. Two third will go as tourist with optional goals, but these three million tourists will go to Saudi Arabia and not to their ‘normal’ destinations. That will show in diminished numbers all over Europe (France, England, Spain and Italy) and America. These people will also attract optional tourists who will change their initial destination. The other 2 million will optionally retrench their optional ‘cheap labor’ destination from Australia and places like the Netherlands, Belgium and the nordic countries. You will think that it does not matter, but consider all these coffee places that ‘allowed’ for these people, optionally in other areas too. They will come short of their usual numbers. These tourists also spend all they earn in that country. As such there will be a shift, an initial shift that seems small but could grow over time. These 5 million will spend their money somewhere else (in Saudi Arabia) and that facilitates to more, it always does. You might not think much of this, but the Saudi job market is booming. There are (allegedly) at present a little over 10,000 jobs outstanding. A fair deal are out reach of a lot of them, but consider this job “Digital Marketing Specialist. Average Salary: SAR 9,500-35,000 per month” and consider that they have the Beijing University of Technology and over a dozen more universities where these young crackers would like to see options in their first 2 years. They have just graduated University, they have spend almost every waking hour working on digital solutions like TikTok, broadcast experience and on the other hand we see places like Huawei making waves in Saudi Arabia and the UAE. These two places will see an increase of Chinese workers with an option to fulfil their dream a lot faster, so yes, Saudi Arabia will become a swing location for these people. All options that are shutting doors on Europe, Australia and America. 

We are also given “the country is preparing to launch its winter season tourism attractions, which will provide a range of experiences filled with entertainment, luxury, adventure and natural beauty, running from October to May”
Now consider that Oxagon, Trojena, Magna and Sindalah now suddenly will have a grasp of a thousand more affordable workers, bringing both a digitally active workforce as well as language skills to their regions. Yes, the cheaper groups will also infuse the wealth group from China to their shores because these people will encounter others with their language skills. As such the people who depend on these rich tourists will endure a lessened impact as they will all want to go to the newest places in Saudi Arabia. I reckon that in the 5,000,000 people will be at least 500,000 people who are beyond well-off and they will go to Saudi Arabia in the space of 2026-2028 (at least) and that is a kick to the heads of economy in the aforementioned countries. The top 1% of wealthy Chinese who are making over $80,000 are expected to spend that money in Saudi Arabia. And I am referring to the people who would have spend their cash in London, Paris and Orlando. Merely these three places will see a drop of income in the next few years. So how much more is needed? You might think that the small setting of “France is the most visited country within Europe, attracting an impressive 81,411,000 foreign sightseers each year”, but that would not be entirely correct. It includes all nations, including Europeans and a bunch of them will be attracted to Saudi luxury as well and consider that 1% is still 814,110, even if they merely lose 1%, that amounts to quite the drain on revenue and that is in part already heading towards Saudi Arabia. Already we are seeing messages on Free tourist visas, the one element that partially blocks choices is in the process of being removed. And all this is piling up against Europe and America. All whilst we were given ‘Tourism trips by residents of EU in 2023 up close to 6% y/y’ we ignore the drop that a mere 1% drop wouldn’t be much, but these tourists have beckoned billions in investments all over Europe and now I expect to see the Chinese drop as well as the ‘local’ tourists now dialling Saudi Arabia for their upcoming destination. Add to that whatever business bookings we see and you know these sales types, how they like to be known to go to new and luxurious destinations, the punch packing trips all over Saudi Arabia will be handing several body blows to Europe (America as well). We might merely see that the effort is on 5,000,000 Chinese tourists. But the overall impact will be a lot higher. That is the one part that everyone forgets about. The overly large population of tourists can only spend their money once or perhaps twice a year and the appeal of Saudi Arabia is overwhelming with at least three locations appealing to a lot of tourists. Add to this Riyadh and the impact of Saudi tourism will be felt in most of the tourist places of Europe and America. I reckon that if Disney and Universal sets a theme park in these places the damage will be near complete. Not a mere 2-3 years. But an impact over the next decade at least. Whatever we think of these parks in Orlando, they are overpacked and soon there will be an alternative of the same making. We see (at present) “With over 58 million annual tourist visits, Disney World averages approximately 159,000 visitors per day across all its parks” as well as “In 2023, 10 million tourists visited Islands of Adventure, a decrease of 9%” and consider that these two places could lose close to 15% more, people that have had enough of these massive queues and they want an alternative. Well Warner Brothers is already seeing an increasing populous enjoying Abu Dhabi and I reckon that these are all people contemplating Saudi Arabia as an optional destination.

Tourist destinations in Europe and America will see the need to tighten their belts. And this is not new. I floated the idea on September 27th 2023 in ‘As the belt tightens’ (at https://lawlordtobe.com/2023/09/27/as-the-belt-tightens/) so this is not news to me. I saw it coming a mile away (well, actually a year ago), and that is all before the glamour of Vision 2030 hits the tourists on the retina. I think I made my case 2 times over and the impact should be seen all over Europe in the time 2026-2028, after that? That depends how Saudi Arabia plays it cards. I made one other prediction (presumption) on what would be needed and that could put Europe and America in a bind, they either invest and make ready for 2025 or they might lose a lot more.

Have a great day and contemplate the view from the Aedas ski resort. Can America match that view? Now consider that Saudi Arabia could simultaneous hit 5-10 tourist attractions at the same time in 2026.

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October 21, 2024 · 11:34

What is the real deal?

That is the question I have. I am not saying that I have ‘evidence’ but you can judge the information I will hand you now. Early yesterday morning I stumbled upon ‘Saudi Arabia ‘comfortable’ venue for talks to end Ukraine war: Vladimir Putin’ where we are given (at https://www.thehindu.com/news/international/saudi-arabia-comfortable-venue-for-talks-to-end-ukraine-war-vladimir-putin/article68773948.ece) “Saudi Arabia will be a ‘comfortable’ venue for talks to resolve the Ukrainian crisis, said Russian President Vladimir Putin on the sidelines of the BRICS summit on Saturday (October 19, 2024).” With the ‘supporting’ text ““I repeat once again: we are ready to return. We didn’t interrupt the negotiations. I want to remind you: it was the Ukrainian side that said that it would not continue negotiations with Russia. First. Second. A decree of the President of Ukraine has been issued prohibiting negotiations with us,” said President Putin accusing Ukraine of preventing a solution from emerging.” To be honest, I do not put much faith in the words of Vladimir Putin, as I see it, he is nothing more than a mass murderer of Women, children, aid workers and more. The bombing of the Ukraine might be one of the most disgusting acts against a people since long before the Crusades. An act that makes the acts of Genghis Khan sound like a simple sniffle. 

Then we get the Kyiv Independent (at https://kyivindependent.com/general-staff-russia-has-lost-672-850-troops-since-feb-24-2022/) handing us ‘General Staff: Russia has lost 672,850 troops since Feb. 24, 2022’, we knew that the Russians were losing a lot of people and we see this below

Apart from the 678,520 soldiers who went the way of the dodo, they also lost 26987 vehicles, 9047 tanks, 369 aircrafts, 329 helicopters, 17,050 drones and a submarine and a few other items. Beside this Russia seems to be toting North Korean hardware and troops. The once mighty Russia is now relying on North Korean troops and weapons. As I personally see it Russia is on the threshold of defeat. The once mighty country that had the west shaking in its boots is now relying on a nation Russia once looked down on is sending troops and hardware. Yes, President Putin is looking for a comfortable place to talk about any solution that sees Russia in an alternative route towards non-defeat. The latter part is not really an option, but he might want to keep the hope up. I personally see that there is another side. China sees the war as a hindrance and they like Saudi Arabia as a winner in any political solution at present. But that is merely my view on the matter. 

Russia needs a scapegoat in all matters and as President Putin made sure all his adversaries have  committed suicide out of windows. He is now left massively out of options and the Saudi setting is now his (presumably) only way out. At this point he might get away with a working military in about a decade as it will take time to replenish 9000 tanks, 369 aircrafts, 329 helicopters and a submarine, preferably in a 21st century setting. As such the Russian steel mills will need to be repurposed and it can afford nothing more until at least 2030. And that is all presuming that Russia wants a working solution at this point, it will cost them dearly as well as the Russian ‘blemish’ that they lost to a global army in 20th position, that is the defeat and larger political loss they face. With the setting in Saudi Arabia he could possibly avert an expulsion from BRICS. At present China and India are considering the gains they make on the global stage if Russia becomes isolated. China gains defence contracts all over the world, India will get several boons all over the commercial field and that is the premise that Russia is now looking at. 

As such the Saudi premise works for Russia, but only if they play nice. Any act that is seen negatively by the Ukraine will be taken harshly and if the Ukraine walks out of these talks Russia’s goose will be cooked, peppered and marinated. As such I have the question. What is the real deal here? I have faith that Saudi Arabia sees this as an opportunity, as does China. But in this instance it depends on what game President Putin will be playing. Not only does he know that he is with his back to the wall, will he embrace the small options of a massively greater loss is heading his way? I cannot tell, because that requires an insight of a mass murdering mind I do not have.

Have a great day wherever you are.

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October 19, 2024 · 17:26

Kettle, pot and colouring

Yup, that is the setting for today. I saw the news yesterday or the day before and it angered me. The article (at https://cpj.org/2024/10/saudi-arabia-sentences-cartoonist-mohammed-al-ghamdi-to-23-years/) from the CPJ (committee to protect journalists) is as misguided as it is hypocritical. In the first instance I do not know Mohammed al-Ghamdi, I never saw his cartoons or red anything from him. As far as I am concerned as long as the CPJ does not hold its western journalists and editors up to any kind of standard, it needs to shut up. Yesterday I touched on the Politico article regarding Prince Khalid bin Bandar al Saud and it opened up some issues for me. There is more, the media neglects the interesting ‘good’ Saudi Arabia does and trivialises the harm that Saudi Arabia gets from Houthi terrorists. As such I say that the CPJ needs to shut up.

We are given that “a Saudi cartoonist for the Qatar-based Lusail newspaper, who was sentenced on an undisclosed date in 2024 to 23 years in prison on charges that his cartoons were sympathetic to Qatar and insulted the Saudi government” Saudi Arabia has laws, they might not be the laws the west heralds, but this is a Saudi event. I might not agree, but if I am in Saudi Arabia I would have to adhere to Saudi Laws and there is the chance that my articles fall in bad waters with Saudi Arabia. I do not know as I am not privy to those laws. As far as I know I never known and intentionally insulted anyone in the Saudi government (I might be wrong in this).

Countries have laws, the west (Commonwealth and Europe) for the most on the issue of freedom of speech and as such I tend to use that freedom of speech, yet in that instance I try to maintain a civil tongue. And when Charlie Hedbo was killed, I also supported France, I stood at a vigil in Sydney. I was not aware to the stage that drove someone to kill Charlie Hedbo, but I was in agreement that we had to protest this because Charlie Hedbo was not anti-Muslim. He drew on several occasions images that would have offended the church (the Vatican), as such he was equally ‘diplomatic’ on all faiths. 

Yet this is not about Charlie Hedbo, this is about the double standard the CPJ uses and until they hold western media to a serious level of account, they need to put up or shut up. 

This is pretty much it. I did not check some of the claims made and I am not saying these claims weren’t true. We get “It is time to break this longstanding pattern of imprisoning journalists. Saudi authorities must release al-Ghamdi and drop all charges against him” and I am not opposing this, but I find it interesting that numbers and reasons for imprisonment aren’t given. It this is about less then 5 journalists, it seems a trivial matter (compared to Turkey and a few other places). And lets not forget these Saudi Laws are all documented and as such these ‘journalists’ (optionally a mere one cartoonist) might have decided to leave the country, was that done? 

The CPJ gives us that 50 Journalists were killed in Israel and the Occupied Palestinian Territory in 2024. So, where is the stink on these 50 journalists? Oh, and why is it “Israel and the Occupied Palestinian Territory” and why do we not see the segregation between “West Bank and the Gaza Strip” and “Israel”? It was a simple setting, but the CPJ seems to use a simplistic brush for that. And between 2018 and 2024 we see merely one seemingly killed and I raised plenty of articles between 2018 and 2024 shedding doubt on that setting. Another article gives us that 10 people were imprisoned all whilst the 2023 numbers have a top 10 (Saudi Arabia wasn’t there) and the top is China with 44 imprisoned, Russia with 22, Iran with 17, and Turkey with 13 imprisoned. Yet in all of these cases, we see an absence of reasons and there is the issue. The (western) press has in the last 10 years lost pretty much all credibility, as such a reason for imprisonment is required. I have an issue with the CPJ because a population with less credibility than a drug pusher in a school yard has several issues and I do not think the CPJ is in a position to demand any kind of charge drop until the status quo of journalists is re-established with a level of credibility that most of us find acceptable. The chase for digital dollars in the last decade pretty much diminished their right for a ‘protected’ status. 

People might not like my view on the matter, but that is my preview on the matter. Perhaps the CPJ would like to rewrite the article in something more palatable?

Have a great Saturday.

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October 15, 2024 · 17:18

Approximately 929 years ago

Here we are today (somewhere in 2024) considering the setting of a revamped old game. This train of thought all started when I saw all the messages on the Crusades on social media. We can speculate on the fear of Christians becoming second place after a thousand years, we can think it is a collection of Christians trying to address the wokeness of people. There are all kind of reasons. Is this one of them? I cannot tell. But it got me started. You see, a streaming game platform is the solution in the middle east and that comes with perks. Over time there is a much larger field that comes to pass and Google had options, now there is merely Amazon, yet Tencent is also on its way and as I see it Tencent has the larger gain with adding millions of gamers to their fold and that is merely the beginning. I saw several games that could help this transition. And just now I had another game on the sharp of the blade. 

In 1984 Mike Singleton designed a game called the Lords of Midnight. In its time it was decently awesome and we can tweak this idea into something (much) more. 

The ‘old’ muslim lands reached from the western side of Africa until the borders of Turkey (then named the Byzantium lands). We can resize the game set the markers to a near real 3D setting and change the premise to make it more time based. As such you have a certain amount of time (based on where you are and unite the tribes to set the premise of an assault on any Crusader taken place.

There was (not in chronicle order)

Battle of Aintab, August of 1150
Battle of al-Babein, March 18th, 1167
Battle of Adramyttium, March 19th, 1205
Battle of Agridi, June 15th, 1232
Battle of al-Buqaia, 1163
Battle of Al-Sannabra, June 28th, 1113
Massacre of Ayyadieh, August 20th, 1191
Battle of Azaz, June 11th, 1125
Battle of Ba’rin, 1137
Ambush at Jacob’s Ford, June of 1157
Siege of Jacob’s Ford, August 23rd, 1179
Siege of Arsuf, March and April of 1265
Capture of Haifa, 1265
Battle of Harim, August 12th, 1164
Battle of Harran, May 7th, 1104
Battle of Lake Huleh, June of 1157
Battle of Al-Uqab, July 16th, 1212
Siege of Mahdia, July through October of 1390
Battle of Makryplagi, 1263
Battle of Muret, September 12th, 1213
Battle of Neopatras, 1273
Battle of Nicopolis, September 25th, 1396
Battle of Pelagonia, September of 1259
Battle of Prinitza, 1263
First Battle of Ramla, September 7th, 1101
Second Battle of Ramla, May 17th, 1102
Third Battle of Ramla, August 27th, 1105
Siege of the Isle of Ruad, 1302-1303
Battle of Shaizar, 1111
Battle of Yibneh, May 29th, 1123

There are a few more, but this is the gist of it. The map should reflect the stages of the battles, as such there are several maps. On the ‘normal’ and the ‘expert’ level there comes a larger premise. If every army can optionally merely used one, or even if there is a second time, the second time that army will likely be smaller. It becomes a much more challenging stage.

The C64 version was limited by technology, now we have a much stronger hardware setting and more is possible, even more in the cloud game setting.

Then there is the stage of finding all the flags and shields of the muslim players is another part of the game, not all the towns and tribes had them (as I suspect) and as such the army will lack strength. There are several ways we can add more elements to this game and it could invigorate the pull to Islamic players. There are hundred of millions of optional islamic gamers and the west ignored them and now there are new players and they want an interesting game and the past can be interesting. In less than an hour I saw a collection of upgrades that could be added to a game and as such we can see another element showing us all how some are asleep at the wheel and I just placed another piece of possible gaming into the public domain. Microsoft eat your heart out.

Oh, and to make matters worse. I just came up with two other games that could be intertwined with this game making for a much stronger experience. Whatever will I think of next.

Vancouver will join us in this day in 45 minutes, the rest have a great Tuesday.

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October 13, 2024 · 18:01

What is real?

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

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

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

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

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

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

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October 9, 2024 · 23:48

Personal perception

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

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

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

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

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

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

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

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

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

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

Enjoy the coming day.

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October 6, 2024 · 20:05

Is it merely political?

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

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

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

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

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

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

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

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

Enjoy the Sunday you have left to you.

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October 4, 2024 · 21:11

Accepted doubt

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

So, lets take a look.

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

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

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

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

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

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

Have a great day

a_hrc_41_crp.1Download

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September 30, 2024 · 11:48

Co inky dink

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

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

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September 24, 2024 · 22:59

Two sides of technology

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

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

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

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

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