Tag Archives: Chiwetel Ejiofor

Lost thoughts

The is where I am, lost in thoughts. Drawn between my personal conviction that the AI bubble is real and the set fake thoughts on LinkedIn and Youtube making ‘their’ case on the AI bubble. One is set on thoughts of doubts considering the technology we are currently at, the other thoughts are all fake perceptions by influencers trying to gain a following. So how can any one get any thought straight? Yet in all these there are several people in doubt on their own set (justified) fringes. One of them is ABC who gives us ‘US risks AI debt bubble as China faces its ‘arithmetic problem’, leading analysts warn’ (at https://www.abc.net.au/news/2025-11-11/marc-sumerlin-federal-reserve-michael-pettis-china/105992570) So in the first setting, what is the US doing with the AI debt? Didn’t they learn their lesson in 2008? In the first setting we get “Mr Sumerlin says he is increasingly worried about a slowing economy and a debt bubble in the artificial intelligence sector.” That is fair (to a certain degree) a US Federal Reserve chair contender has the economic settings, but as I look back to 2008, that game put hundreds of thousands on the brink of desperation and now it isn’t a boom of CDO’s and stocks. Now it is a dozen firms who will demand an umbrella from that same Federal Reserve to stay in business. And Mr. Sumerlin gives us “He is increasingly concerned about a slowdown in the US economy, which is why he thinks the Fed needs to cut interest rates again in December and perhaps a couple more times next year.” I cannot comment on that, but it sounds fair (I lack economic degrees) and outside of this AI bubble setting we are given “US President Donald Trump has recently posted on his social media account about giving all Americans not on high incomes, a $US2,000 tariff “dividend” — an idea which Mr Sumerlin, a one-time economic adviser to former US president George W Bush, said could stoke inflation.” I get it, but it sounds unfair, the idea that an AI bubble is forming is real, the setting that people get a dividend that could stoke inflation might be real (they didn’t get the money yet) but they are unrelated inflation settings and they could give a much larger rise to the dangers of the AI bubble but that doesn’t make it so. The bubble is already real because technology is warped and the class cases we will see coming in 2026 is base on ‘allegedly fraudulent’ sales towards the AI setting and if you wonder what happens, is that these firms buying into that AI solution will cry havoc (no return on AI investment) when that happens and it will happen, of that I have very little doubt. 

So then we get to the second setting and that is the clam that ‘China has an arithmetic problem’, I am at a loss as to what they mean and the ABC explanation is “But if you have a GDP growth target, and you can’t get consumption to grow more quickly, you can’t allow investment to grow more slowly because together they add up to growth. They’re over-invested almost across the board, so policy consists of trying to find out which sectors are least likely to be harmed by additional over-investment.”

Professor Pettis said that, to curry favour with the central government, local governments had skewed over-investment into areas such as solar panels, batteries, electric vehicles and other industries deemed a priority by Beijing.” This kinda makes sense to me, but as I see it, that is an economic setting, not an AI setting. What I think is happening that both USA and China have their own bubble settings and these bubbles will collide in the most unfortunate ways possible. 

But there is also a hindsight. As I see it Huawei is chasing their own AI dream in a novel way that relies on a mere fraction of what the west needs and as I see it, they will be coming up short soon, a setting that Huawei is not facing at present and as I see it, they will be rolling out their centers in multiple ways when the western settings will be running out of juice (as the expression goes). 

Is this going to happen? I think so, but it depends on a number of settings that have not played out yet, so the fear is partially too soon and based on too little information. But on the side I have been powering my brain to another setting. As time goes I have ben thinking through the third Dr. Strange movie and here I had the novel idea which could give us a nice setting where the strain is between too rigid and too flexible and it is a (sort of) stage between Dr. Strange (Benedict Cumberbatch) and Baron Mordo (Chiwetel Ejiofor) the idea was to set the given stage of being too rigid (Mordo) against overly flexible (Strange) and in-between are the settings of Mordo’s African village and as Mordo is protecting them we see the optional settings that Kraven (Aaron Taylor-Johnson) get involved and that gets Dr. Strange in the mix. The nice setting is that neither is evil, they tend to fight evil and it is the label that gets seen. Anyway that was a setting I went through this morning. 

You might wonder why I mentioned this. You see, Bubbles are just as much labels as anything and it becomes a bubble when asset prices surge rapidly, far exceeding their intrinsic value, often fueled by speculation and investor orgasms. This is followed by a sharp and sudden market crash, or “burst,” when prices collapse, leading to significant rather weighty losses for investors. And they will then cry like little girls over the losses in their wallets. But that too is a label. Just like an IT bubble, the players tend to be rigid and whole focussed on their profits and they tend to go with the ‘roll with it’ philosophy and that is where the AI is at present, they don’t care that the technology isn’t ready yet and they do not care about DML and LLM and they want to program around the AI negativity, but that negativity could be averted in larger streams when proper DML information if given to the customers and they dug their own graves here as the customer demands AI, they might not know what it is (but they want it) and they learned in Comic Books what AI was, and they embrace that. Not the reality given by Alan Turing, but what Marvel fed them through Brainiac. And there is a overlap of what is perceived and what is real and that is what will fuel the AI bubble towards implosion (a massive one) and I personally reckon that 2026 will fuel it through the class actions and the beginning is already here. As the Conversation hands us “Anthropic, an AI startup founded in 2021, has reached a groundbreaking US$1.5 billion settlement (AU$2.28 billion) in a class-action copyright lawsuit. The case was initiated in 2024 by novelist Andrea Bartz and non-fiction writers Charles Graeber and Kirk Wallace Johnson.” Which we get from ‘An AI startup has agreed to a $2.2 billion copyright settlement. But will Australian writers benefit?’ (At https://theconversation.com/an-ai-startup-has-agreed-to-a-2-2-billion-copyright-settlement-but-will-australian-writers-benefit-264771) less then 6 weeks ago. And the entire AI setting has a few more class actions coming their way. So before you judge me on being crazy (which might be fair too) the news is already out there, the question is what lobbyists are quieting down the noise because that is noise according to their elected voters. You might wonder how one affect the other. Well, that is a fair question, but it hold water, as these so called AI (I call them Near Intelligent Parses, or NIP) require training materials and when the materials are thrown out of the stage, there is no learning and no half baked AI will holds its own water and that is what is coming. 

A simple setting that could be seen by anyone who saw the technology to the degree it had to. Have a great day this mid week day.

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James Gunn? Nope, not here.

This all started yesterday. There were two events that got me there. The first was Colin Jost making a reference to the Man of Steal, this of course made me wonder how much Scarlett Johansson has howling with laughter on the sofa watching Colin say things Michael Che was feeding him, with the Halloween event making Colin burst out “You’re evil” being an absolute number one. The second one was something I had heard before, somehow it got back into my mindset. “Which Superheroes could be black?” It was a questions I had heard around the relaunch of the Fantastic Four. I am a traditional kind of guy, I feel uneasy watching any hero switch race. This does work both ways. As such Lucas Cage could never be caucasian, neither could Cloak from cloak and dagger. It might be me, it might be to keep things how the cartoonist designed them to be. Yet, the question remains valid. As such my mind started to ponder. And in light of the animated series I think that the Green Lantern could be black, then two more ‘heroes’ entered the frame. The first one was Ghost Rider, the second one was a lot darker and based on what some would regard a farce. You see Blacula was a weird setting and I never saw it in the cinema, I saw it much later. Yet consider two creatures with links to the occult. Which reminded me of a print I saw decades ago. A Nazi high table that was investigating the occult. What if there was a story where these (however members there were) and we reconsidered the first Indiana Jones, as well as other supernatural items and we have two movies with links to each other, but not overlapping (in the beginning). The Ghost Rider we need to drop because it is not DC, but we still have Green Lantern, Deadman and optionally Blacula. Yet, now Blacula is not some joke. How about we make that vampire dark, I mean really dark so that we consider the House on haunted Hill a weak comedy. The darkest of dark with a matching storyline. This line will not appeal to all, I get that, but a movie that appeals to all will in the end be praised by no-one. And as the story unfolds and we see more of these very dark pages we introduce a horror group into the DC fold, and I am no James Gunn, as such I am entertaining the utterly bizarre. We see in the the comics that Yellow is the Kryptonite of the Green Lantern, as such sulphur would equally do and we could get a link to the realm of Mephistopheles (he sends his regards). A set of movies that are separate enough and only in the fifth movie we start seeing connections with the stage that the fifth is less watchable unless you saw at least one of the previous four. We lose out on Constantine and Ghost Rider as Marvel was ahead of its time, but there are other avenues to tap into and even DC has its rankings and not all are of the occult (and need not be), but what happens when Green Lantern, Blacula and Deadman connect? There are all kinds of issues and all kinds of twists that could make a good storyline. The story wasn’t too bad and the idea of a African prince Mamuwalde in modern times where we still have human trafficking and slave trade could make for an interesting twist, that is beside the stage that African Shaman magic has never been explored to the degree it could have which gives us more than merely the supernatural. The nice side here is that with the ancient African sides optional sides to Egypt and Mesopotamia open up. The same could be said for the other choices in other directions. All venues that Marvel never touched on and even as they have their own stallions in the stable, there is nothing against having another stable that make a black stable look mediocre bland. This is possible, remember Anton Chigurh (Javier Bardem) in no country for old man? Setting the stage of evil is merely a stage that makes the person darker the more we believe it is closer to reality. If that wasn’t true we would merely giggle at the side of Hannibal the Cannibal, but we do not, even as we realise that it is mostly the actor giving it live and we have plenty of non caucasian great actors (including Asians here). So consider a massively dark role and now we get a person like Jamie Foxx to put on the vampire shroud. How dark can the story become? As an alternative we could consider Chiwetel Ejiofor or Idris Elba both great actors in their own way, as such they will give a different spin to the character, optionally really great spins. As such it is clear that I am no James Gunn, I never intended to be a copy of him, but I reckon that I see the potential of great DC heroes or anti heroes and they could all be black, as such the question “Which Superheroes could be black” is answered, I still have some ‘conservative’ feels about it, as such my imagination doesn’t take me to the Man of Steal (sorry Michael Che), but there are plenty of options in the DC Universe and dare I say the Marvel Universe as well.

Enjoy the day, Monday is almost here.

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In Netflix we trust

Yup, as marketing titles go, it is not the worst and to be fair, Netflix has its ups (and downs), yet there is no denying, they have been offering a lot more than most and the really good series that they do not have (Billions for example) does not mean that they are not on a high. In that setting I was considering to additional titles for the Netflix barn.

Title unknown

It is a weird title to set the stage to, I saw the movie about 25 years ago and I still remember parts of the movie, this movie sticks with me like nothing I have ever known. In the movie a man basically commits a misdemeanour and unknowingly leaves the state, as he lives his live, a well respected man, engaged to a nice lady and a decent breadwinner, he is contacted about the event. He is willing to pay a fine, he is willing to make repairs (he did no damage to anyone), and he is offered a deal one months of light jail time in the state the crime was committed and the slate is wiped clean, when he gets to the town he is arrested and in court he is made an example of, nothing of his goodwill is shown and he gets a much longer jail term and not in a light jail, the system intentionally thoroughly destroys the man and after a long time, he escapes. A little later we see the man approaching his fiancé, she asks him how he will survive, his response “I’ll make it, I’m a criminal now”, the man is a psychotic shade of his former self.

I was unable to find the movie, but I would love to see it again, I also believe that this movie could be remade into a modern version, I reckon Will Smith might be a great fit, but that is not a dealbreaker, there are several really good actors, Chiwetel Ejiofor, Don Cheadle, all great choices, all established actors, because this is not a soft movie, this would be a much darker version as today is a much darker reality than the people in 1950 could dream of. 

Hiding Out

Hiding out is a 1987 comedy drama. It is not one of the best 140 movies from the 80’s, yet I still remember the movie. I believe it to be a diamond in the rough (sorry Disney). Jon Cryer made it into an above average movie. And it could be made into a serious piece of work, perhaps a 3-4 episode mini-series. The story is about 3 stockbrokers passing off bogus stock for the mob, when the issues start the mob get rid of one of them and the other two run for cover into the arms of the FBI, yet on route things happen and one more bites the dust. The one remaining (Jon Cryer) goes underground in high school. I believe that it could be a much larger story, especially if we add darkness and realism to the remake. The original was fine, especially in 1987, but in 2022, if we set the stage in episode one into a more realistic view of stock markets and how bogus junk bonds are created, the risk involved and how the US government is basically unable to stop it, merely limit the damage at best. From that we get to episode two and shed light on FBI protocols and activities. How they work (to some degree) and the options of evading the FBI (and the mob) as the protagonist ends up in a less visible state (like Arkansas, Ohio, Idaho, or Wisconsin). As such we see the stage of how the new protagonist sets up his new identity in one of these state colleges as an economics teacher. Episode three will be set in college life and how he falls for one of the other teachers, and her life (so we can use the ATM part to get the mob and FBI back on track), and in light of that we get to the final episode where we get the showdown, the arrest of some (not all) of the mob and the essential need of the protagonist to enter witness protection. The episode ends with him falling of the radar and some look on how witness protection works. I state all this in an academic approach, but it will be a drama (some comedy would be nice too), Jon Cryer is too old for the role now, but I believe it would be nice having him as the clued in FBI agent, or perhaps one of the mob bosses. Merely two ideas mixing in my mind, and it is only Monday, what will I be capable of on Wednesday? 

Well, that will be another story, optionally another creation whilst I wait the terms I have to wait for.

 

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The cost of free trade

There is a side in me that is a little beyond angry. When I see these politicians whine like little bitches on how good ‘Free Trade‘ is, on how it is so good for all. I wonder if they remember the days when slavery was an actual solution for commerce. How these people look and praise Chiwetel Ejiofor (aka Baron Mordo) for playing a slave in ‘12 years a slave’. When we see “Mexico, Japan, Australia, Malaysia, New Zealand and Singapore aim to continue with TPP with or without the United States, Mexico’s economy minister, Ildefonso Guajardo, said on Friday” (Source: SBS), we need to wonder on how the TPP is seen as anything but evil, a mere apparatus of convenience for large corporations to keep a stranglehold on those around them and to minimise the number of opportunities for smaller businesses.

The Evidence?

The Economic Policy Institute gives us: “This paper does not include an exhaustive review but cites as an example Capaldo, Izurieta, and Sundaram (2016), who noted that studies claiming that the TPP would have a positive impact on the U.S. and global economy are based on unrealistic assumptions, including no change in the U.S. trade balance with the TPP countries and full employment“, which is only the top of the iceberg. You see, in addition we have “Currency manipulation is the most important cause of the large and growing U.S. goods trade deficit with the group of countries in the Trans-Pacific Partnership. Coupled with the fact that the United States is the largest and most reliable trading partner for many of the TPP countries, this is a recipe for U.S. pain at others’ gain“. This is not the USA, it would also hit Australia in other ways, not the people who secretly arranged all that they get top dollar in a few other ways. Yet, before we move on, let’s take one more part, because that will have connecting issues. The quote “Many members of the proposed TPP, including Malaysia, Singapore, and Japan, are known currency manipulators. Others, namely Vietnam, appear to be following the lead of currency manipulators by, for example, acquiring excess foreign exchange reserves to depress the value of their currency. Currency manipulation explains a substantial share of the large, persistent U.S. trade deficit with the 11 other TPP countries that has not only cost millions of U.S. jobs but also increased income inequality and put downward pressure on American wages“, and although this paper focuses on US consequences, it will in addition have a speculative negative impact on Australia, Canada and New Zealand.

The Dutch Financial Times (at https://fd.nl/economie-politiek/1176922/tpp-opzegging-holt-voorbeeldfunctievs-uit) gives us: “Donald Trump heeft de wereld deze week een belangrijke boodschap gegeven. Door te stellen dat hij de Verenigde Staten op de eerste dag van zijn presidentschap terug zal trekken uit het Pacifische vrijhandelsverdrag TPP, geeft hij het signaal af dat hij de relaties met andere landen puur vanuit de blik van een zakenman zal zien. Hij wil bilateraal met landen gaan onderhandelen ‘over eerlijke handelsafspraken die ertoe leiden dat banen en industrieën terugkeren naar Amerika’. Internationale relaties moeten voordelig zijn; anders hoeft het niet“, which paraphrased gives us: “Donald Trump will be withdrawing from the TPP on day one of his presidency. He will be looking at relationships with other countries from a business point of view, international relations need to be advantageous, or need not be“. Is that a bad thing? You see for exploiters it is, which gives us the Malayan Times (at http://www.themalaymailonline.com/what-you-think/article/tpp-aint-over-till-its-over-firdaos-rosli). Last week they had the headline ‘TPP ain’t over till it’s over‘, the article is a decent legal view of getting the TPP ratified, which only gives additional cause for concern in a few ways, yet that is not the issue for now. The one quote at the end that matters is “The government must proceed with its top-down reforms agenda and these are direly required to make Malaysia great again” This is fair enough on one side, Malayans are there to make Malaysia strong, there is no cause more just, yet in what ways are they doing this?

This is where the other side gets to show us the dangers. You see the headline ‘Malaysia workers speak of their despair: ‘Samsung only knows how to take’‘ (at https://www.theguardian.com/global-development/2016/nov/21/malaysia-workers-speak-of-their-despair-samsung-only-knows-how-to-take), shows that large corporations are at the heart of the problem. Tax shelters, exploitation and what cannot be seen as anything else than intentional slavery are at the heart of the matter. The Samsung Port Klang factory as mentioned shows how Samsung is growing its business by massively reducing costs whilst maximising customer exploitation at almost the same time.

When we see “In total, Bhandari says he paid £750 to secure his job in Malaysia – more than the average annual salary in his home district” as well as “There are an estimated 2.1 million documented migrant workers like Bhandari in Malaysia, many of them hired through third-party labour supply companies who recruit foreign workers from Nepal, Indonesia, India and Bangladesh to drive Malaysia’s industrial boom“. Implying that Samsung has no HR to speak of, it is arranged through third party affairs that are buttering their bread on both sides of the isle with a labour population in slavery. So when we rethink the Malayan Times with ‘TPP ain’t over till it’s over‘, we get that they (those making the profits) need the TPP, because slaves tend to be free (read: really cheap) and too many people seem to be filling their pockets in a few ways. So when you see “Now he’s in Malaysia, Bhandari’s recruitment debt – and the 60% interest loan he took to pay it – has a stranglehold on the teenager“, you know that this is how slavery is created and how it is maintained. Not through shackles that bind you, but debts that stop you from moving and breathing. I reckon that the old southern ‘solution’ was a lot more humane. At least you knew that there was slavery, now the boat load of governments remain in denial and the large corporations can claim to remain negligently unaware. Which of the two is the larger hypocrite remains to be seen. The fact that Australia signed this, whilst they had to be aware that this was happening to some degree is an issue on many fronts, not just the slavery part, but the fact that the TPP has the largest option of being a negative influence. You see, those who had walked away wanted to do so via the TPP, there is absolutely no guarantee that whilst in the TPP jobs are not lost to areas where labour laws are a lot more flexible.

Consider the quote “Many of the group now want to leave, if only they could. They say their passports were all confiscated on arrival in the country, an illegal but pervasive practice, and they have been told they will have to pay £740 if they want to go – the equivalent of four months’ basic salary“, which translates to a little over 4 weeks of Australian welfare. Which in light of “A Samsung statement said: “As a committed member of the Electronics Industry Citizenship Coalition (EICC), we comply fully with the EICC’s Code of Conduct and have found no evidence of violations in the hiring process of migrant workers hired directly by our manufacturing facility in Malaysia. Once there is any complaint, we take swift actions to investigate” as well as “When asked whether Samsung had repaid any worker debts at the factory, one man employed directly by Samsung instead of through a labour supply company says he hasn’t received any compensation. “Samsung doesn’t know how to give,” he says. “It only knows how to take.”” which to some degree shows that not only is Samsung not doing too much about it, it is also intent towards reaping the benefit of these trade deals for as long as they can. More important, even though Samsung is the visible one, the fact that from several sources we see “Malaysia’s trade volume is booming“, implies that there are other brands exploiting this way of cutting costs. So from that part, the evidence that Slave labour is again a ‘valid’ form of cost cutting towards commerce is given.

Should any government object that I reckon it is time that clear labour requirements are added to the TPP, I wonder how many would suddenly oppose such actions, because as I see it it is clear that Japan and USA, the two direct requirements for the TPP would not oppose it, unless Sony decides that their margins would dwindle, but that is just pure speculation from my side.

What to do?

Well, I do not think it is too far-fetched that those linked to these unacceptable labour practices are required to have a specific import license for their good, which is at a price, FTA or not! I wonder what will happen when Samsung gets a 23% surcharge on slave labour goods import. Will that suddenly make them see the light? I do not mind if they decide to make them in Malaysia, but I reckon we all agree that these workers are due decent pay and no slave labour conditions. At that point, when the margins are hit, how good was the TPP and how beneficial were factories in Asia? I do not proclaim to have the answer, I am merely asking the question. When slavery is dealt with, we will suddenly see that there is no benefit in some of these places and that other places like Argentina, Texas, New Zealand, Australia, Canada, the UK and Belgium are decent places where goods can be produced whilst the company still has a margin. And perhaps there is no need for a $229 Samsung Microwave when a $129 Sharp version would suffice. So, a $100 more expensive whilst ‘depending’ on slave labour (to at least some degree), seems odd doesn’t it?

Consider: “it promised only £268 a month, including overtime“, whilst “a payslip seen by the Guardian shows Bhandari worked 29 out of 30 days in September, including 65 hours of overtime“, so we get 65 hours a slave every month and an income of £9.20 a day, which amounts to 25% of what you get in Australian Centrelink and the cost of living in Sydney is actually high. So the next time you see those Samsung advertisements, consider that they can afford these billboards thanks to slave labour. Look at your Samsung phone and admire how you got that great deal, if you are lucky only one person literally worked himself/herself to death to make you one. Feel better now?

It is also important to realise that Samsung is not alone here, one firm does not make for “Malaysia’s trade volume is booming“, it takes a lot more than one firm and if only Samsung was involved, those people would apply for every other place on day two of their arrival. This makes the issue a lot larger and this also makes the unbalanced use of what we now laughingly call ‘Free Trade Agreements‘. So when we get another load of Bill Shorten and how the TPP isn’t costing jobs, we see a clear case that the man needed to be tarred, feathered and walked through George Street whilst a person behind him clanks the bell shouting ‘Shame!‘ It might be a little too much Game of Thrones, yet in that place they are only now abolishing slavery on the East side of that place (read: Essos), in addition, Malcom Turnbull is not free of any moral harm either. The fact that the TPP was supposed to implement stronger protections and the fact that Malaysia is still very much on the TPP ball, whilst as the Guardian shows, that what amounts to Slave labour is still going strong to me implies that those involved have either loop holes in place or that there are alternative options for those enjoying the fruits of their exploitation.

You see, the TPP Labour summary gives us: “In addition to commitments by Parties to eliminate forced labor in their own countries, the Labor chapter includes commitments to discourage importation of goods that are produced by forced labor or that contain inputs produced by forced labor, regardless of whether the source country is a TPP country“, this implies that those involved at Samsung have either a Chinese wall in place or a system of deniability. The fact that The Guardian received evidence (payslips) and had testimonials of multiple workers should suffice as evidence.

The fact that Huawei has the option to expose issues with Samsung, whilst not seeming to act, gives also pause for concern. China is not part of the TPP, it is trying to seal its own trade agreement. Even though we have no evidence on how China works in certain matters, the existence of China’s State Owned Enterprise’s (SOE) is another circle of issues and it will be so for both Australia and New Zealand, yet to what extent cannot be stated by me (read: ignorant of such levels of government rules). In that regard Huawei might have an unfair advantage (read: when compared to Samsung) and of course, Huawei could impact the booming Mobile business Australia has (read: Exchange rate of sarcasm towards giggles). As many see that China has been non-enthusiastic when it comes to dealing with corruption, the shown evidence gives us that several other nations aren’t that much better and corporate greed tends to trump government requirements. So there!

No matter how we slice it, the trade agreements only truly benefit large corporations and no one else, which is an issue on a few fronts and in that President Elect Donald Trump might be the clearest American patriot when he states “international relations need to be advantageous, or need not be“, for the simple truth is that for the most and agreement signed that was not advantageous was an agreement best not signed at all.

 

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