I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.
So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions.
In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too.
So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.
Enjoy