Tag Archives: China

April 23, 2026 · 07:30

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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April 22, 2026 · 15:04

Whatever the BS indicates

So, I was looking at a few matters and some connect to yesterday’s setting. As such, this morning I was given by CBC (at https://www.cbc.ca/news/politics/poilievre-losing-losing-losing-carney-trade-9.7171738) ‘Poilievre says Carney has been ‘losing, losing, losing’ on U.S. trade war’ and I personally call out this incorrect setting (calling it a lie is so crass) as I see it, PM Mark Carney has done whatever he can to make Canada less reliable on the United States, giving the country options and not to be set to the whim of a their own version of King George III and lets face it the one in the United States, looks nowhere near as good as Nigel Hawthorne (supporting evidence below).

We are given the additional “Conservative Leader Pierre Poilievre launched a pointed attack on the Liberal government’s handling of the Canada-U.S. file Tuesday, saying the results so far have fallen well short of the mark and the prime minister is “losing” the trade war. Speaking to reporters after Prime Minister Mark Carney unveiled his new trade advisory council to help with the U.S. dispute — a body that includes some big-name Conservatives — Poilievre lashed out, saying the Liberals ran on settling the issue at the last election but there has been no discernible progress to this point.” And in a stage where that less than appealing person in Washington, is calling Canada the 51st state, giving it tariffs that got well beyond what is acceptable (whilst giving Russia allegedly no tariffs) and whilst we see “Carney says there’s been a ‘rupture’ in Canada-U.S. relationship, while Poilievre wants to draw closer”, so does any real Canadian want to vote for Pierre Poilievre (also known as Peter Polivicious by some)?

So whilst we see this and whilst we were given yesterday ‘Trump says he does not want to extend ceasefire with Iran’ (source: Reuters), today we get ‘Trump says ceasefire extended as talks with Tehran in limbo’ (source: Al Jazeera) and this is a person Canada wants to get closer to? Then we get that a lot of Canadians are christians, so do you want to get close to a person who attacks the pope on humanitarian issues as well as “President Trump has been lobbing insults at Pope Leo XIV in response to his criticisms of the war in Iran and appeals for peace, marking an unusually pronounced rupture between the leaders of the world’s most powerful country and the world’s largest Christian denomination. But Leo criticized the Trump administration’s mass deportation efforts both before and after he was elected leader of the Catholic Church. He told reporters in November that the treatment of immigrants is “extremely disrespectful,” echoing the views of his predecessor, Pope Francis.” So do we (Commonwealthians) ever want to get close to this (so called) king? Or are we ready to steer the Commonwealth to safer waters? In that case, why would anyone ever consider the conservative PP or any of his arguments valid? OK, I will admit that the rental issues he raised last year were valid, but as I see it, no force in the Commonwealth gives rise to closer working with President Trump. 

And this is merely my view (also shared with many in the Commonwealth) and I could be wrong, but I do not think so. As such It is time to reflect on a few things that PM Mark Carney achieved over the last year (as I am not Canadian, I reserve the right to miss a few items).

  • Economic & Environmental Policy: Removed the consumer carbon tax, and pushed for deregulation to support industry.
  • Trade & Infrastructure: Passed legislation to reduce interprovincial trade barriers.
  • Housing: Launched the Build Canada Homes agency to accelerate development.
  • International Relations: Formally recognized the State of Palestine, strengthened ties with India and China, and continued strong support for Ukraine.
  • Social Policy: Implemented tax cuts for the middle class.

And these items are merely of the last 15 months. Also he increased trade with China, revenue the country can really use and achieved a higher trade settings with the EU and NATO, optionally also increased trade with Australia and New Zealand. All options whatever the conservatives throw in to the mix would never achieve as they are most likely not equipped with the knowledge of Economy that the present Prime Minister has.

So feel free to agree or disagree, but whatever America throws at Canada (like: Meanwhile, the Americans are demanding Canada change dairy access rules and drop some protections for its cultural sector, among other demands) which is funny, because that is decided by Canada, not the United States. 

So you all have a great day and remember it is still yesterday in Vancouver.

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April 21, 2026 · 05:45

For a few Yuan more

So, yesterday I saw a MarketWatch article (at https://www.marketwatch.com/story/the-real-meaning-of-uae-reportedly-requesting-a-dollar-swap-line-6a40d630) where we see ‘The real meaning of UAE reportedly requesting a dollar swap line’, now don’t start running like a half baked cryotoboy to it’s mommy stating the world is ending (like we saw to weeks ago when some of them ran off to the airport), the byline gives us a clear “Economists believe the UAE is signaling it wants closer ties with allies, not a bailout” and I can agree with that. I have not seen seen any Emirati panic, or make bailout mentions. We are given “A report the United Arab Emirates requested a dollar swap line with the U.S. may be more a threat the Gulf nation could shift an alliance rather than a sign it’s about to run short of the American currency, observers said.

The Wall Street Journal reported that the UAE central bank governor, Mohamed Balama,  requested a currency-swap line with the U.S. from Treasury Secretary Scott Bessent while in Washington D.C. last week. The UAE is facing pressure from the closure of the Strait of Hormuz, though experts say its economy so far is strong enough to maintain a dollar peg.” It comes with the additional “Tim Ash, senior strategist at RBC Bluebay Asset Management, pointed out in a posting on X, that sovereigns do not request swap lines lightly. Brad Setser, senior fellow at the Council on Foreign relations agreed, also highlighting on X that he doesn’t believe UAE is in any emergency need of financial assistance, given it entered this conflict with huge holdings of U.S. Treasurys and significant forex reserves in excess of $250 billion. It’s important to note that the Emiratis have asked for a swap line and not a credit line.” And that is supported with graphics on ‘UAE forex reserves versus holdings of U.S. Treasurys, in billions of dollars.CFR’ and those numbers look good, even a non economist (like me) can see that the numbers of the UAE are good. Yet what we are also given is “Gave suggests, the UAE may be “sending a not-so-subtle message to the U.S., namely “leave the region and you will quickly be replaced by China.””

It might make sense and considering the damage that the United States Congress, a document produced on April 9th 2026, by Paul Kerr gives us “Iran’s nuclear program has for decades generated widespread concern that Tehran is pursuing nuclear weapons. According to past U.S. intelligence assessments, Tehran has the capacity to produce nuclear weapons at some point but has halted its nuclear weapons program and has not mastered all of the necessary technologies for building such weapons. The extent to which June 2025 and February 2026 Israeli and U.S. airstrikes affected Iran’s ability to produce nuclear weapons is unclear.” with the added “According to official U.S. assessments, Iran halted its nuclear weapons program in late 2003. This program’s goal, according to U.S. officials and the IAEA, was to develop an implosion-style nuclear weapon for Iran’s Shahab-3 ballistic missile. A 2025 public U.S. intelligence assessment stated that “Iran is not building a nuclear weapon” and that the now-former Supreme Leader had “not reauthorized the nuclear weapons program he suspended in 2003.” IAEA Director General Rafael Grossi stated on March 4, 2026, that the agency “never had information indicating that there was a structured systematic [Iranian] program to build or to construct a nuclear weapon.””

So, there was no real nuclear danger? And the Strait of Hormuz was open before this clambake started? It seems to me that the UAE (optionally with support of all other oil producing gulf nations) should give warning to not mess with their background, especially as it is roughly 7,000 miles away from Washington DC, as such no international waterways (connected) to the United States are in danger.

But in addition to the MarketWatch article, we see the Canadian DeepDive giving us (at https://thedeepdive.ca/uae-threatens-yuan-oil-trade-if-us-denies-dollar-lifeline-as-iran-war-drains-reserves/) ‘UAE Threatens Yuan Oil Trade if US Denies Dollar Lifeline as Iran War Drains Reserves’. The first part of opposition (by me) is that MarketWatch shows that the reserves are good. Basically DeepDive is not lying, reserves are seemingly being drained and that does not imply that the UAE reserves are in danger. But here we see “Central Bank Governor Khaled Mohamed Balama brought the proposal to Federal Reserve officials and Treasury Secretary Scott Bessent in Washington last week, the Journal reported. Abu Dhabi’s position, relayed through multiple officials: the war has strained its finances, dollar reserves could come under pressure, and if Washington does not provide a liquidity facility, the UAE may have little choice but to settle oil and gas trades in yuan or other non-dollar currencies. Emirati officials also told their US counterparts that Trump’s decision to attack Iran was what drew the country into the conflict to begin with. No formal application for a swap line has been submitted.” It is like the message Louis Gave, chief executive officer at Gavekal Research gave us, we merely get more information here. So like MarketWatch we see here “a bilateral currency swap with the Federal Reserve — would allow the UAE Central Bank to draw down dollars against dirhams at the prevailing exchange rate, effectively insuring against a hard-currency crunch without requiring emergency asset sales. 

The Fed currently holds standing arrangements of this kind with five central banks: the European Central Bank, the Bank of Canada, the Bank of England, the Bank of Japan, and the Swiss National Bank. Extending one to the UAE would mark a meaningful expansion of the Fed’s wartime financial commitments.” I am not enough of an economist to see the larger implications, but as I see it, President Trump started shitting in its economic backyard and now the people affected are saying (my of voicing it) “Stop this or we walk away from the US dollar in trade”, now you might think that I am overstating the ‘danger’ but consider that the US dollar is already under stress from a 39 trillion dollar debt (aka $39,000,000,000,000) and now when the Dollar trade offset is impacting trade other means of revenue would seemingly fall away, because it is never a simple setting (is it), and this would be the Home Run that China would love to see evolve. Do you really think this would be merely about oil? When oil starts, others will seek shelter and that is before others dump their $5 trillion (aka $5,000,000,000,000) in US treasury bonds. There have been noises that smaller amounts were ‘dismissed’ but the larger amounts are a worry for Wall Street, they are highly unlikely able to survive this pressure, as such the United States Administration better come up with a solution and quite fast. 

All this whilst Al Jazeera gives us ‘Iran war live: Uncertainty over talks, Trump insists deal to come ‘quickly’’ with the added “Iran says it has no plans to send negotiators to Pakistan for a new round of talks after the United States seized an Iranian-flagged cargo ship in the Strait of Hormuz. Still, President Donald Trump says US team, led by Vice President JD Vance, is on its way to Islamabad” So, one has no plans to send someone, whist the other states someone is on the way? How is that communicating? How is that any solution? That is the premise (given to us 14 minutes ago) that someone like China needs to dethrone the US dollar, so when China gives a solution in the next 24 hours, whilst President Trump starts commenting on his big beautiful solution for the world, the premise of the United States Dollar being removed from the oil trade becomes real. Do you really think that this is just about oil? Because this setting would require the better part of a decade to unwind. It is too early for me to say that the US dollar is out of this, but the other elements might make the pressures of the Dollar in the oil trade unmanageable. 

It is merely my point of view, no biggie. Have a great day, still 120 minutes until breakfast for me. I, hungry, all whilst it is lunchtime in Vancouver, what a bastards.

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April 19, 2026 · 10:11

The competition is moving

Yesterday (less than 24 hours ago) I took notice of an article in the South China Morning Post (at https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us) where we see ‘Nvidia’s Jensen Huang warns Huawei chips for DeepSeek AI models would be ‘horrible’ for US’, so we see everyones favourite boy-scout giving us that Huawei could be either a terrible setting of everyone (us) or it could be horrible for the United States (US), I don’t know about the first one, the second one the United States did to themselves. And the setting of overvaluation by the United States on fake AI, versus undervaluation of Chinese fake AI is considerable as the United States is giving value to what China sees as a mere 3% valuation. I am willing to go with “You had that coming” and in addition as I see it the Huawei MateBook Fold (2TB SSD / 32GB RAM) is an engineering marvel. 

It is the first product to be an actual threat to Apple’s iPad and that was long overdue. Don’t get me wrong, I have been an avid fan of the iPad and I had one since 2011, so you might say I was there almost at the start and it never let me down, 2 years ago I got the iPad Air and it is still doing its bit for me every day (almost every hour). That is true innovation and now the Huawei is surpassing it with the Huawei MateBook Fold, it makes us think that Microsoft is still in the water scuttling its own future. Huawei is that much ahead of the rest. And now Jensen gives us “What do you think happens when it is equipped with a chip running DeepSeek in the background? 

That is the reality of so called sitting on their asses and getting surpassed by all the western technology. Add to this 6G Huawei is researching with “70 GHz mmWave for short-range communication, aiming for speeds exceeding 10 Gbit/s and sub-millisecond latency” some say that US sanctions will prevent this, but Huawei is the innovator, nothing comes near this and the so called west, including Europe, Middle East, Asia and Australia (New Zealand too) have had enough of greed driven sanctions by the United States. Germany already went overboard (as stated by some) giving France and Italy enough settings to follow suit. So when Huawei gets to install its pilots in the UAE and Saudi Arabia, the rest will almost be standing still, as the current setting is that their 5G is about 700% faster than anyone else (almost twice as fast as South Korea has) and that was almost 5 years ago (source: Statista) and I talked about that in one of my blog articles raising awareness for smart ware. So as I see it, the moment Huawei releases its combines tablet to the west, the United States is done and I reckon that Apple will lose a lot of customers, It will also be the point where Huawei will make its HarmonyOS NEXT (or HarmonyOS 5) to the larger collective in Europe and from that point the United States is no longer working at 41% (at the speed comparison Statista gave us) it will be reduced to a mere 23%-38% of whatever will be running in the Middle East, Europe and Asia. That is the setting and the DeepSeek chip is making it a much easier jump as the United States was honey coating the chains with (fake) AI and now Huawei is nearly at a point where they can state “We have AI too in all our Huawei models” and it comes at mere pennies to the dollar (compared all the other providers). As such Huawei was working in the background and the United States willing to strangle any press releases (a speculation by me) on the subject.

So whilst we are given “If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday. The conversation came ahead of the much-awaited launch of DeepSeek’s V4 foundation model, expected later this month. US news outlet The Information reported earlier this month that V4 would run on Huawei’s latest Ascend 950PR processor, while a separate report by Reuters last month suggested that the model had been trained on Nvidia’s Blackwell chips, which would be a violation of US export controls.” So whilst I have no idea how accurate the Reuters article is (never read it) I can surmise that the Products from the United States (like Apple) are unlikely to have anything to counter the Ascend 950PR processor, off course I am always happy to be proven wrong, but the setting I reported on in 2024 where the iMac has a mere 24GB RAM and 2TB drive, which should have been at least 64GB RAM and 4TB drive before 2025, is still in the old settings. 

Either that technology is unable or the people of Apple are sitting on their hands is nothing less of a joke, even if it is now possible to get it in Orange, Revell has given Apple that option for a mere €3 per model and Revell had that option for years (if not decades) so whilst we get the ‘innovation’ of colour, it is not, it is mere iteration and there are a few other settings were these innovators are sitting on their asses (optionally overdosing on viagra). Innovation is a game that is unrelenting and I have warned the larger audience of that for years, if not decades. 

Now the hard truths come calling and Huawei is the next innovation that is up for grabs and whilst Apple comes with the claim “Center Stage front camera with a new 18-megapixel square sensor, a 6.3-inch display with 120Hz ProMotion (available on the standard model for the first time), and the high-efficiency A19 chip.” It is not innovation, it is iteration and I see iteration as the next step from an innovative setting. That is what has been around for a long time and the days of the Apple iPad might be numbered now. I reckon that Huawei is unlikely to bust the Apple iPhone numbers for some time, but there is a danger that the Huawei Mate X6 (or the models that come after that) are unlikely to bash iPhone or Google Pixels as they are (for now) too expensive, but these new versions are ready to knock on our doors. So there is danger to be seen (for western technology) in the words of Jensen Huang and as the United States is massively anti-China, I wonder if Canada might be the next stage for illuminating the North American customers. I have no idea how Canadians are staged towards Chinese technology, but as their stance towards the Trump administration grows more hostile, there is every chance that this stage might go successful for China, especially if the US Ambassador Pete Hoekstra gives us another of his diplomatic jabs, as I see it, every time he says something more and more Canadians get a fresh doze of anti-Americanism. I’m just calling it as I see it.

Have a great day and consider the words of Jensen Huang, he might be more on the ball than I am (never a truer word was spoken). 

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April 17, 2026 · 15:07

What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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April 16, 2026 · 05:47

Lying for revenue

That is the simplicity of this construct. It is not an error, it was not an oversight and it was not the non existing AI, there is the chance that someone fucked up on programming the ML that connects certain procedures, but the truth is that LinkedIn likely is lying to you.

To illustrate this I am giving you

Here we see 3 profiles looking at individual ‘xzddbv’ it doesn’t matter who this is, because it could be you. I know for a fact that there were at least 4 profiles, but that is outside of a few kinks that LinkedIn gave permission for. It comes with the territory I reckon, the elemental part is that the second sample gives us 

That person (the stated ‘xzddbv’) has zero profile views. Isn’t that odd? A system like LinkedIn that is now accepted as a near global setting for jobseekers, they have no money, they have no options because the job settings on a near global bases is based on lies. I showed in 2013 that some places were unreliable, giving us that there were 1600 open Unix positions in Sydney, whilst most of them were bogus. And it went downhill from there, it ended up being a breeding ground for spammers and scammers and whilst these ‘job sites’ made their money for ‘marketing’ purposes they never cared what happened to the people looking for a job. Wasn’t that the revelation of the century?

But now there is every chance that LinkedIn is becoming as unreliable as others and that is just not on. On the other hand I just learned that Microsoft owns LinkedIn, as such the surprise fades (rather fast). So to fire up their engines, can we see if there is a Chinese alternative we can live with? A version of for jobseekers that operates with critical views in the Commonwealth and/or Europe? 

There is only so much we can forgive, it is time for change. Have a great day.

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April 10, 2026 · 21:47

The old ways

That is what I see, Iran is picking up the settings of the old ways and it is damaging (I prefer hurting) Saudi Arabia. We are given ‘Saudi Arabia Confirms Iranian Strikes on Key Assets’, ‘Saudi Arabia says oil production capacity cut, pipeline flows hit amid attack on its facilities’ as well as the Middle East Eye that gives us ‘Attack on Saudi Arabian pipeline wiped out 10 percent of kingdom’s oil export capacity’, as I see it Iran is still playing the same old game. Attack someone, cry like a baby and then propose a standstill while they rearm. I am happy I have given Saudi Arabia (the UAE as well) the weapon systems I designed for them to take out the Iranian harbours and train systems of Iran. I found a new setting for the roads, but that is a story for another day. I have been thinking of what to do about the drones. There is not a lot of information on this and I am what some might call a drone noob. But the setting is that a drone requires fly by wire settings and as I got the information that they are not using GPS (to avoid jamming) but that requires a drone to get information send back and forth with the operator. Even at minimal settings, there is a lot of information going back and forth. So then I got to think, what if we are looking at the wrong parts? 

So this is where my (uneducated) mind started to brood. That part of water is the Sea of Dammam (calling it the Persian Gulf is Iranian propaganda). So what if there is a line of drones, floating on the surface, two every three miles and that gives us a setting of strength. The floaters are operated from a point of contact, optionally upgrading their automatic settings on the fly. I reckon that these camera’s are not the greatest devices fitted with anti hacking systems. So, what if the anti drones devices are fitted with the ability to hack and freeze the screen. A drone in flight with a frozen screen becomes useless and without the GPS they will go on until they run out of energy. And that was an exercise I completed in under an hour. So, what will happen when I am no longer a noob on that subject and come to think of it, I had created a more precise drone with my assumption with the Iranian drones I thought they were (I created two stories in the past few months). But the idea of these drone stoppers, might have an interesting ploy to exploit. Beyond the screen freezers, the idea to use some form of Distributed Denial of Service (DDoS) attack to set the drone that it faces a Distributed Denial of Navigation (DDoN) attack, making the adjustments that drones faces unable to be completed. And when a floating drone is fitted with DML (Deeper Machine Learning) to give rise to adjusted attacks and float the drones with thousands of flight adjustments. OK, this was on the fly (pun intended) but the effort counts. So, how many adjustments have drone repel systems seen?

And the idea to give some IP towards the enemies of Iran and deprive Iran enough to turn them into useless cash spending individuals. Well, it is a small comfort and when the idea pans out to take down Iranian Drones, I am all for giving this IP to Saudi Arabia and the UAE to stop that Iranian setting. The events that this comes from will in the ‘assumed’ seize fire is another reason to get to Iran to fail for all of this.

So am I wrong to do this?

The short answer is no (yes takes one extra character), the setting comes with the knowledge that what ever is stopped now, will force Iran to evolve its drones, as such Israel (most likely) would need to attack the chip shipments of the Shahed drones. Should someone look into “Recent analysis (2025) of Russian Geran-2 drones indicates increased use of Chinese-made transceivers and chips (e.g., from Beijing Microelectronics Technology Institute) and Indian-made clock buffers.” Should see that these drones come with flaws. This makes my idea of nets of floating drones a solution with larger options. You see, two ‘solutions’ used to create a third one, leaves the system with flaws. Look at it like from another side as some sources “the physical, structural, or data-related “memory wall” or defects within the chip’s architecture, or the current global, supply-chain-driven shortage of memory chips (DRAM/HBM)” So what if the ‘drone downer’ solution uses these locations to embed whatever is available? These settings are used in all kinds of ways, so as these banks or memory come under attack, optional in more than one way and perhaps any other settings available. 

The setting that I am drafting here is pure speculation, but the premise seems to fit. Unless the parts used are specifically designed what is what for, the setting of my speculation would seem to hold and shape a larger failure of Iran (which is what we are aiming for) and I am optionally acquiring an additional skill. I am having a weird Friday as it seems. So when we are looking at the optional evidence we should see options. The media is trying to make things as convoluted as possible, Iran might be doing the same and the victims want this setting to be resolved. And as I stand on the side of Saudi Arabia and the UAE I have the same setting. We are in a new setting and whilst we want to overcomplicate things, we need to see that these devices might have certain ways of operating and as the are designed, using parts meant for other devices. It led me to consider settings, perhaps old settings might seem to apply. In the age of the Commodore 64 and the 8088 PC processor, there were stages where memory could bleed into the system. In the old days it was different, but today, we have self expanding memory blob (a pun and clue) and as these memory points are overloaded, there is every chance that other parts might start to flip out (read: misalign) the parts the drone require to operate above the minimum required levels to do its duty.

I am looking in places that others aren’t facing. Whatever the drone is, it is not using specified materials to make it work optimum, they are required to work with other chips and that leaves the opponents with gaps and that is where seemingly no one is looking. 

So consider these speculations the speculations of a noob with no knowledge of drones, but I believe that is the direction where we need to look so that the efficiency of these drones go down from 20% to a mere 1.5% (which is a huge win for poor poor me) and seeing Iran waste $55 million on drones that inflict $753 of damage, yay me. 

But let there be no misunderstanding. It is all speculation and speculation has the expected premise of being shot out of the water. This would be fair, because all speculation, even mine are prone to actual evidence and when that lacks the idea drowns. But it was a nice exercise into a diversion I know absolutely nothing about. Have a great day and on my next trick I will scuttle the Pentagon textual computer that is linked to Router linked to 311078802 at the PenFed Credit Union. Life can be sweet some times and I do have to stand up for my Canadian brethren (sisters too).

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April 6, 2026 · 22:10

Where we go next

That is an important question, because the next stage is any setting can be set in two switches. The one that affects you directly and the the one that does not affect you. We then get the affected switch that has a direct consequence and merely a derived one. So when we get Al Jazeera who gives us ‘Tehran rejects Trump’s Hormuz deadline’ mere hours ago, these switches go into overdrive. Because now we get BBC telling us 5 hours ago ‘Trump issues expletive-laden threat to Iran over Hormuz Strait blockage’ where we learn “US President Donald Trump has published an expletive-laden post on social media in which he threatened to destroy Iran’s power plants and bridges if it failed to meet his Tuesday deadline to reopen the Strait of Hormuz to all shipping. He repeated an earlier threat to unleash “hell” but told US media there was a “good chance” of a deal being reached with Tehran. Iran mocked his ultimatum, dismissing it as “helpless, nervous and stupid”.” And we then get ABC giving us 13 hours ago ‘Iran briefing with Matthew Doran: Threats tell us more about Trump’s frustration than anything else’ where we see “Donald Trump has issued a new deadline of Tuesday for Iran to reopen the Strait of Hormuz to all shipping traffic, without restriction. In an expletive-laden post on social media, he said bridges and power plants would be destroyed if the regime in Tehran didn’t comply”, in this we have “issued a new deadline”, which is what people do who cannot follow through on threats are a separate issue. I cannot say what issue, because I am still on that horse named bankrupt and the only setting that makes sense would have been bombing near immediately. The fact that we get timeline stretching is another setting that influences it all. But 3 minutes ago Al Jazeera gives us ‘Pakistan says it is engaged in diplomacy amidst ‘egos’ and ‘distrust’’, I personally believe that Pakistan needs to get involved to safe face with both the UAE and Saudi Arabia, but they are right in one part. Whatever the United States gives us is flawed if not, an outright ‘miscommunication’. ‘So whilst we all see the ‘tirades’ President Trump gives us all we deny, looking in the corner where nobody wants us too look. Add to that all the generals who got fired (apparently 8 in total) a setting that shifts a few lines and the derived consequence to the switches I mentioned at the start by them.

Whatever is taken from a convoluted timeline that we see now seems to be the flimflam orchestration which only reaffirms my thoughts that the United States is on its last energy and when that runs out, the hostilities begin. Do you really believe that President Trump will admit to being out of funds? I reckon that we better reenforce the defence of Canada, because as I see it, the United States is likely to get 65,000 troops as reenforcement. So suddenly I sound a little less crazy don’t I? And it comes at a time when CUSMA is under review, the Hill gives us “Canada and Mexico have suffered the ire of Trump, ranging from blanket tariffs to threats of annexation and invasion. As a result, economic policy uncertainty is at historical highs in Canada, while in Mexico, the devaluation of the peso and a 10-25 per cent U.S. tariff on many Mexican goods has hit the economy hard. Beneath the headlines are more muted negotiations over policy choices on matters of tariff exemption and content requirements for a range of sectors. While automobile manufacturing and steel steal the headlines, the critical minerals and energy sector is now at centre stage in the CUSMA review.” The setting is ‘pre-arranged’ as it is the United States that is in a crunch, not Canada or Mexico and it is the United States that requires critical minerals. And in that setting both Mexico and Canada are the strong players, even whilst we are given “economic policy uncertainty is at historical highs in Canada” all whilst Canada is making new headways in the world with the Middle East, Europe and Asia the new stages of economic strength. Not policy uncertainty. As I see it, there are more settings in play. 

There is a setting under the surface that screams misalignment. I personally think that the United States is playing bluff poker with a “dead man’s hand” all whilst his opponents Iran, Europe and Canada knows what he is holding. I think this is the best analogy I can come up with. So when the shouting and bully tactics end, the United States is holding the cards they have and they are not good. So they either bluff their way into everyone not playing, or they will win. Even at this setting Canada needs a mere three two’s to win the hand and that might be the weakest setting it needs. No one has a clue what Mexico has, but its catering to the shortages of Cuba gives them a few short term advantages. So whatever the United States is proposing in this setting will have a few set backs. The first what the Venezuelan failure brought and the second is the 6 week failure that Iran is bringing to the table. I reckon that they might have a claim of a few hundred billion to the table of the International courts of The Hague. No matter how you slice this, it will be seen as an illegal war. No matter whatever the US administration calls it (they called it not a war) and in that setting it is the courts that will have a field day (and those lawyers making the good cash) and all of this comes out of the near empty coffers of the United States. So whilst we see all this, a mere two days ago we are given “Fox News’ Bill Hemmer cut off President Donald Trump’s top economic adviser when he tried to blame former President Joe Biden for high gas prices amid the Iran war. Oil prices have surged as Iran has effectively closed the Strait of Hormuz, a waterway in the Middle East that carries about a fifth of the world’s oil. The national average cost of gas has exceeded $4 a gallon in the U.S. as Americans bear the brunt of Trump’s war against Iran.” So is this the path of this US administration? Blame the previous administration? 

And I apologise in advance of jumping over these hurdles (articles) like a horse on steroids. But it gives us a larger setting that is over all the images. The media are pretty good of merely looking at one part, hoping the people doesn’t see the larger image. It reminds me of the person showing is the image of a worm and we think ‘Oh, goody’ but the image becomes a little weird when we zoom out, only to realise that we were looking at the tail of a rat and the ones manipulating the images are all about misdirecting our interest whilst we should be focusing on rat extermination. 

So whilst I might be wrong to focus on a broke United States of America, it is where the exposed data leads me. And whilst the United States tells the world it is doing great, we need to realise that things are bad. Consider that last week we were given “According to March 2026 data, the US labor market showed remarkable strength with 178,000 jobs added” and whilst we see a few days later “Oracle has laid off approximately 30,000 employees, representing about 19% of its global workforce”  all whilst we are also given “Since the start of 2026, Meta, Autodesk, Salesforce, Workday, Google, Pinterest, Block and other firms have announced layoffs” so how great is the employment setting of the United States? In all this it is merely another element towards the broke setting of the United States, all whilst the media is no help in giving us what we would need to give ourselves a neutral view on the matter. A setting that this US Administration is using (read: abusing) to get the populist vote, but things really are not that rosy at present for the current administration. I reckon that the expected filtering on the speculated ‘deleting of bad news’ in California will aid the economic downturn that the United States is currently facing. 

The ice is slippery and not enough to bare anyones weight (especially mine) but as the media is not doing its jobs, I have no choice but to speculate with the (incomplete) data I have and this is the conclusion I come to. The United States is broke, I have said so before, but the evidence is now becoming malleable, which it should not, I agree with people opposing that thought. Yet the images of President Trump going all out like the proverbial mad dog with his threats

All whilst people focus on the threat and not on the stage surrounding that threat and it goes way beyond Iran. 

So have a great day and consider the thoughts I am leaving you with.

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April 5, 2026 · 06:46

The thought was there

I have been giving you all the works over the last month as the United States is setting new levels of non-conformist thinking (aka stupidity), but one thought was creeping in the back of my mind, because it partially didn’t make sense. I kept it under the hood and brooded on this. You see, the Guardian brought it to the top once again (yesterday) with the headline ‘US defense spending would rise $445bn under Trump budget plan, with steep cuts elsewhere’ We get that the United States is overly proud of its military, but that much overspending does not make sense. That is, if current quarters hold. But that is not the case is it? His NATO rhetoric, his biased plans to include, there is something amiss in all this. It reeks of Germany at 1938. Germany had jobs for all people, it would be a beautiful, beautiful new world where everyone worked. He was not lying (for the most) but we merely never thought that this would go in a certain direction, did we? Now we see his boasting of setting NATO on its feathers, which means that there is every chance that 65000 troops are coming back from Germany and Italy (and a few more places). This gives me the willies. I reckon that the United States is so deeply in debt that he merely sees the annexation of Canada and Greenland to thwart his broken wallet from collapsing on itself. As I see it, Iran is now a bust, so he goes back to Canada and Greenland and annex it. I reckon that he will need the 65K troops to cluster in eastern Canada, and a lot in Western Canada (to push towards Greenland) that setting would fit the bill of a maniacal narcissist. And it is only a fear I have, because I remember WW2, I was born just after it and I saw Rotterdam after the bombing. It took well over a decade to fix what was done to my city and I few we will see a similar setting happening now. It is only this scenario that calls for the actions the US government is seemingly making now and when the bill is due, no one will like President Trump for hat he does, but 100 million people will inwardly smile, because the bill that comes due to all is delayed a few more years. So that hidden fear I spoke last night makes it now essential to select China as a new partner. Or the alignment with BRICS, Because when the United States is in this predicament, China is the only player that will instill fear on the United States and the Commonwealth will not be able to deal with the United States. We never thought it would come to this, but the elements are lining up exactly to this scenario.

The important question becomes ‘Could I be wrong?’ 

Yes, that is definitely true, but the elements that we are given like ‘bombing back to the stone age’ and replacing its generals, optionally for fresh new generals who would do whatever the United States needs. That is the setting we are given and the White House will use Iran as an example of what is to come with anyone siding against America, as such we are now coming into a field where we are watching ourselves getting scared stiff, or go to war. It is not a scenario I ever envisioned, but I still remember what was left of Rotterdam and the noises we hear now are eerily similar. 

So whilst we are given in the Guardian “Under the proposal for the 2027 fiscal year beginning on 1 October, defense spending would rise by 42% to $1.5tn, $445bn higher than its level in 2026. The funds would go towards programs intended to ensure “the United States maintains the world’s most powerful and capable military”” the question becomes how much time do we have left? Because there is no way that Canada is ready for well over 65,000 troops at the border, they will push into Greenland with not too much opposition. All the lollies President Trump wants and after that he will make a narcissistic excuse why it is better for the world, why the United States is so much better than whatever comes in its place. As I see it, the cure was a lot harsher than the disease called greed. What we see now is a nation that will take from anyone else as long as it serves their purpose. 

But still I wonder, could I be wrong? Am I seeing figments of my paranoid delusion playing itself out? And I merely have to look towards Venezuela and Iran to see that I am not. And whatever Washington and Wall Street think the have, they will then be known as the enemy of the world, greed unchecked and unbalanced is the setting that comes and scorches everything else. In that same setting we can wonder what these data centers were meant to hold? The data of everything non-American? It is a wonder but when you see that the push for data centers is set to the maintenance of greed in all its records. So consider where you are and what you are optionally overlooking. My mind is shivering for what is coming to all our shores. 

Have a great day.

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April 3, 2026 · 17:19

The change I am predicting

That is the setting, but it is merely a speculation. It might be called presumption if I knew all the players, but I do not. We see ourselves in the west versus the Middle East (the crusader setting) and the West versus the Iron Curtain (cold war) or the West versus Asia (Perpetual Foreigner setting), but those are yesterday’s settings. We need a new setting. It is more and more imperative that the Commonwealth seeks a closer working relationship with the Middle East, particular Saudi Arabia and the UAE. It isn’t merely because the money and oil are there. The setting that the United States of America is about to become our most enemy is coming too close for comfort and we need to stay with our Canadian brethren (sisters too), we can watch from a distance, but soon it will be too late and politicians better realise that ‘It was too complex’ or ‘we never banked on that’ will not be an excuse to get away from it all. It starts with the (as I personally see it) the illegal war on Iran. Now don’t get me wrong, Iran is evil and they needed to be dealt with. But a war has an actual declaration and we see too much media giving us the bytes by America giving us that there was not a war in play (really?) We know that the united States are based on laws, which they basically threw away when it suited their needs.

The U.S. Constitution is very clear that only Congress, not the president, has the power to declare war. But President Trump did not even consult with Congress before attacking Iran, let alone receive a congressional declaration of or even authorization for war.

This is the first setting, so as there is no war, it is merely an exercise in bombing civilians and the upcoming looting of oil. 

International law is equally clear. The Nuremberg trials following World War II determined that the “supreme international crime” was that of aggression. The International Military Tribunal ruled in 1946 that initiating a war of aggression differed from other war crimes because “it contains within itself the accumulated evil of the whole.” War crimes, crimes against humanity, and all the related international crimes, therefore, are understood to stem from that fundamental crime of going to war illegally. The United States went to war illegally. They are waging a war of aggression against Iran. The UN Charter declares that no country may attack another country, and that “all Members shall settle their international disputes by peaceful means in such a manner that international peace and security, and justice, are not endangered.” It also prohibits UN member states from using “the threat or use of force against the territorial integrity or political independence of any state, or in any manner inconsistent with the purposes of the United Nations.”

So we are there at the moment. I also took Israel out f the equation, Iran has been attacking Israel for decades and they now have the United States backing them. The UN is useless, they sided with all opposing Israel for so long, it is not to be considered a factor here. The United States did sign a charter voiding what they did on June 26, 1945, in San Francisco, California. It was signed by representatives of 50 nations at the conclusion of the United Nations Conference on International Organization, with the US Senate subsequently ratifying the treaty on July 28, 1945.

As such we see the clear markings of an illegal war. And the media has this clearly in their history banks, so whatever they do it now seen as invalid, let them chase their digital dollars, but as I see it, the media is now tax liable, and in many places it is 20% or more. Did they consider this?

As such we (the Commonwealth) needs to find a much better alliance. Whilst some might turn to Asia (China), I am mindful that a union with the Middle East is a much better fit. Unions with the UAE and Saudi Arabia might fit the Commonwealth charter better, I am against embracing Sharia law, but it is a low in the UAE and Saudi Arabia, so we need to be mindful that this is a setting we have to embrace the we are there and schools need to prepare for this shift, because this shift has never happened before. Even as we have 11th century hang ups on this, we need to move forward and moving forward with the United States is a one step movement into a debt driven setting. (USA is now 39 trillion in debt) and they are unlikely to be able to pay the interest in 2027. As such we are massively out of time and as Saudi Arabia and the UAE are setting up their tourism settings and the Commonwealth could be bringing a larger part of its 2.5 billion people to these regions (and taking them away from the USA) 

So, yes, this is speculation, but ask yourself, did you ever consider that the United States would become the instigator of an illegal war? Don’t get me wrong, Iran had to be taken down a few pegs, but we all agree that we are a nation of laws and there are ways to proceed, the fact that someone is waging water to get its hands on oil (whilst they claim they have enough) might be a step too far for several people and the Commonwealth is almost a third of the global population. So how desperate will the United States become when they realise they played the wrong song in a dancehall that is still set to the conservative settings it sees?

It is about time to select where we go to, I for one am a Commonwealthian and I go where more intelligent people (like PM Mark Carney, aka Marky Mark of the British Bank) tells us to go. I see his intellectual mastery of economics and as we see it, America is losing battle after battle against Canada, because whatever they have is not to confused with actual intelligence. 

And I foresee that the Commonwealth needs to take a side and in thesis settings for them there is the Middle East or there is China and I feel (a personal feeling) that China might not be the best solution for the Commonwealth. Don’t get me wrong they do a lot right, but whilst the EU is overturning the settings that the United States gave us concerning Huawei, TikTok and a few other vendors, there is a stage where some options need to be examined and whilst the USA is making acquisitions, it is them not others who are interfering with national interests and for the most we let them. Time to set a new stage, one that excludes the United States, I see that several changes are being made like FourEyes (Australia, Canada, New Zealand, United Kingdom) in a new shape of intelligence for these nations and as sick say the United States is no longer being considered as a valued source. But in business other settings will be required and here my vote goes towards the Middle East, because we are most likely more alike than unalike. I reckon that the Vatican might oppose that side, but they squandered their options as I see it. 

Is my speculation valid?

That remains to be seen. I think it is, but I am the one postulating that setting and before you go all high and mighty, consider this:

Were the attacks on Venezuela and Iran legal?
What solutions does the United States administration have to dilute $39 trillion.
And what losses will the United States see over the next 15 months?

Now consider that the more then one trillion interest that is due in 2026 and 2027 needs to be paid for?

So this is interest, not even a lessening of the debt. And was I see it, it is only getting harder in 2028 and now we add the cherry. As the United States is abstaining from NATO, how many bases and people will be made to move back to the USA? My ‘limited’ calculations give me the setting that these troops are around 65,000. Now they end up seeking jobs in the United States, and there is not enough place all over the USA to place them all, and this also implies a reduced return of investments in Europe. The US has to deal with over 100K dismissed staff from 2025 onwards and all to that thousands being replaced in the military. That is a decrease in revenue that might be too complex to calculate, but there will be an impact. So as others are reevaluating their stance towards the United States (Japan for one) what more losses in an age where a nation is almost unable to pay for its interest bill. So what happens when the United States defaults on a $39 trillion debt? I saw this a decade ago when out was merely $25 trillion. The picture wasn’t nice then, it is utterly ugly now. As I see it, the Commonwealth needs new alliances and it needs them fast. My vote goes towards the Middle East, but I reckon that many votes toward China are coming too. Whatever we do, we better do it fast. So, have a great day today.

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