Tag Archives: Disney

May 22, 2023 · 22:23

From bad to worse

This happens, things are not great and at that point someone states ‘watch this’ and opens the floodgates of disaster. This happened in part when Governor DeSantis decided to ‘douse the mouse’ an intensely stupid action if ever there was one. And now the CBC gives us (at https://www.cbc.ca/news/world/florida-travel-warnings-naacp-lgbtq-1.6850920) the simple headline ‘NAACP among civil rights groups warning tourists about Florida in wake of ‘hostile’ laws’. For those not aware, the NAACP (National Association for the Advancement of Coloured People) has set out a travel warning (at https://naacp.org/articles/naacp-issues-travel-advisory-florida) there we see “Florida is openly hostile toward African Americans, people of colour and LGBTQ+ individuals. Before traveling to Florida, please understand that the state of Florida devalues and marginalises the contributions of, and the challenges faced by African Americans and other communities of colour.” As such the one state that relies on its annual tourism revenue (2021) gives us “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs” that comes with “According to the Office of Economic and Demographic Research, for every $1 the state invests in VISIT FLORIDA, $3.27 in state tax revenue is generated”, if only 10% is lost, how much damage will Florida endure as this governor is vying for the seat of presidency and does this on a national level? In addition to what I wrote over the last week, we will see national revenues dwindle down with DeSantis in control of whatever get gets control of. It is even less interesting for the Republican Party as they are enduring two losers in their ranks in power in a decade and it could be a lot worse. And they are in turn empowering China and enabling Saudi Arabia in their own ways. Because in that setting there could be a massive push to grow a sort of Disney world in the United Arab Emirates, but founded much more on the Arabian nights and all kinds of Middle Eastern fairy tales. A setting that is not make believe. The existence of the Boulevard Riyadh City is evidence enough that a theme park a blended theme park could push tourism and revenue in the UAE to a decent amount and no matter how hetero sexual that cluster is, the actions by DeSantis is making them uneasy. The hostilities and the ‘Karen’s of America’ are making the people unwilling to visit the US, unwilling to chance disruptive activities and they are seeking it somewhere else and yes Disney-world Paris would be their first choice, but that place will fill up fast and too many people is a negative impact as well. No matter how we see it, to book for tickets for a place that is too often at 110% is no easy choice. The UAE already has the Dubai mall and from there growth becomes easier (not to mention the Ferrari park in Abu Dhabi) and as such the UAE will have a few options all over the land. And when they consider that this could open a market for millions on Indonesians as well (and depriving the US of even more) they have choices to consider. 

So whatever DeSantis thought he was doing, he will have crushed the Florida economy being the first Floridan governor to do so and this economy after all the covid lockdowns was not that strong to begin with. Basically he becomes the straw that broke the Florida’s Panthers back.

So as one state goes from bad to worse, how many other states will suffer that level of income loss? 

Enjoy the first day towards the next weekend.

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May 19, 2023 · 10:42

The stupidity of some

Yes, we all see that and it has repercussions for these people. We might sit on the sidelines laughing, but it shows a dangerous premise, the stupidity of America, the stupidity of some Americans and how they scuttled their own ship called ‘Future of us’ and ‘us’ could also be seen as ‘US’. This is shown in two articles. The first one is from Yahoo Finance. There was a little better NY Times article, but that was behind a paywall, so you would not be able to read the whole text.

The article (at https://news.yahoo.com/disney-cancels-1-billion-florida-185105108.html) gives us ‘Disney Cancels $1 Billion Florida Expansion’. A setting that came because an idiot (aka Gov. Ron DeSantis) decided to start a war for a trivial reason. He wanted to ‘Douse the Mouse’ (sorry Brittlestar, this is too good a slogan to pass up). And now Disney has cancelled an expansion where we get “The 10-figure office complex near Walt Disney World would have brought more than 2,000 jobs to the region, according to an estimate from the Florida Department of Economic Opportunity” So not only does this governor rub any fat cat the wrong way. He now has grievance with the Commercial houses of Florida, his Republican back, the Democrats of Florida and a few other people. Along with the 2000 people not getting a job, up to 8 people connected to anyone losing that job, as such he is 25,000-50,000 votes down and there is likely a larger loss for the Republican side. An ego centric stupid act on the premise of perception that should not have existed in the first place. It is stupid for a few reasons more. The American have alienated Saudi Arabia, optionally the UAE, Egypt and Lebanon as well. Billions in defence industry is now going to China, building contracts in Syria and Saudi Arabia are now going to China, as such the EU and USA are losing out on billions more. The idea that the EU will cater to another Disney-world giving the EU billions more is not out of the question, all money lost to the US, in a stage where they have over 31 trillion in debt. An act too stupid to contemplate and this could have been avoided. In the 70’s my elders taught me ‘Do not bite the hand that feeds you’ and in 1968 we have the premise ‘Money talks, bullshit walks’ and the US seemingly only has walking left. In this day and age I saw the option for millions more in revenue in IT and it will likely go to the UK, the EU (Germany most likely) and Australia (weirdly enough). I am not ruling out Canada, but I know too little about their abilities in that field. Millions more and the list goes on. America dropped well over $5 billion a year on my recent watch alone. And all this before you realise the blunders that signify the USS Zumwalt with its $4 billion expense and the massive drop in abilities. Just to be clear, I am no naval expert, but I dit get a degree in ships engineering and navigation in 1979, so I am not totally in the dark here. The USS Blue Ridge that launched in 1970 outperforms it by a lot and the cost of that rubber ducky is a mere 5% of the failure that the USS Zumwalt represents. I reckon the idea that a congress would not order the smart bullets that the Zumwalt needs (at $800,000 per bullet) might have been the wake up call some people needed. In that environment we get to the second linked article. 

The second article is from the Guardian (at https://www.theguardian.com/business/commentisfree/2023/may/18/us-debt-ceiling-crisis-republicans) and here there is another side. I do not agree. You see, we can listen to the emotional ‘The US debt ceiling crisis is more proof of Republicans’ cynicism and bad faith’. Here I am on the Republican side. There is a folly to let 31 trillion fester and fester to something more. This is a pox on both houses and it has been for well over 25 years when a tax overhaul was needed and we all hear the same BS. Too hard, too complex. Well, they are close to default on whatever they have left and as Disney goes towards the EU they will open more doors. IBM, Adobe, Amazon, Google and Microsoft are already diversifying leaving the US with nothing (well almost nothing). And as they alienated the few allies left they see an exodus to China, China of all places. 

This is the act of stupidity, stupidity on both houses that would not act when they could and now they are in patters of indecision and they are all trying to find fat jobs in global corporations before the house collapses and it is close to collapsing. This, (and a few related items) was why I tried to sell my IP to the Middle East. In the first you go where the money is. In the second you find a place where you can enjoy your golden years. Because as I see it the US will be a very dangerous place to stay soon enough. Over 200 million desperate people? Yes, that is not a place for me and when the energy shortages hit it will get a lot worse soon enough, they had options there too, but they squandered those options in the last 5 years. 

So whilst everyone is pointing at me stating that I am the stupid one (a fair thought to have) consider that my IP was right in at least two cases, optionally two more that are now evolving. Yet I have a few more and they are all destined to go towards places like Huawei and Tencent technologies. And in all honestly between nothing and  few crumbs, ill take the crumbs, especially if that results in a view like below. 

This is not my 39 coins of silver. It is merely a retirement dream that could optionally be true. And what would you do when you have the choice between what I choose and a retirement home without resources? Because that is what the US (EU and UK too) created with their ego driven decision tree.
Dousing the mouse? When was that ever a good idea, especially when it decides to cancel a billion dollar expansion? Will it go to Euro Disney? With the economic setting the French have, that might be a realistic option for the minions of Walt Disney, and the US? Well it made its own bed, to bad for them that as the others leave that sinking ship well over 275,000,000 Americans will be caught in the middle. They had their options and they voted, or they did not vote and lost their right to complain.

Have a great Friday.

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May 3, 2023 · 09:23

The empty wall

That happens, the writings is not always on the wall and now with the writers strike in the US, that wall may be empty for some days. Before I go into the now, lets consider what happened 15 years ago when the writers had their fill of exploitation. They went on strike for 100 days and the cost to the California economy was a thumping 2 billion dollars. That setting just now after covid would buckle many players all at one, making the US economy take a turn down in a stage it cannot afford it. There are other elements as well, but they do not matter at present. I was thrown by stories last week about writers that were living on US support. The people that are the foundation for billions in profit are not given a fair shake. How is that for greed and exploitation. They are not asking for the moon, they merely want a fair shake, a decent income. And I cannot see why not. I write stories, I created the foundation of movies and TV series. As such I identify with their needs. Not because of the income or the work I am in. I write for fun and to keep my skills honed. Yet the power of creation is strong and I can identify and side with anyone who made that their life’s ambition. 

As such when the BBC (at https://www.bbc.co.uk/news/entertainment-arts-65447046) gave me ‘Hollywood strike: Late night comedy shows to go dark as writers’ walkout begins’ I took notice. It wasn’t merely “A Writers Guild of America (WGA) strike, the first in 15 years, saw more than 11,000 writers – 98% of voting members – walk out from midnight. Tuesday’s late-night shows are expected to shut down first, while forthcoming shows and films could face delays.” This wasn’t merely a majority rules setting. 98 percent agreed, that is more than strong. It shows that the greed driven parties have taken things too far. I know it is not that simple, but that is the feeling it gives us. In. Place like the US where most people cannot agree one way or the other, 98% agreed and that number needs to sink in with many of us. We see the late night show references, but the larger stage is that this is not about one employer, one show or one movie. This is about the bulk of all and that matters, especially when a person like me throws the terms ‘greed’ and ‘exploitation’ into the mix, because that is how I feel about it. When I see stories about creators of successful series being on government support, something does not add up and these two term come to mind. 

And there is a larger stage with “This time around, writers are clashing with the Alliance of Motion Picture and Television Producers (AMPTP) – which represents the major studios, including Amazon, Disney, Netflix and Paramount – in demand of higher pay and a greater share of the profits from the modern streaming boom” the BBC gives us part, but I believe that there is more. You see when we see ‘a greater share of the profits’ we think it is the writing, but what we forget that streaming profit streams in ‘ad infinitum’ and even if that were true, that is not what the writers get, nowhere near what the writers get. To give a simplistic version, if that setting was completely true. A person like Dorothy Catherine Fontana could (due to her involvement in Star Trek The Next Generation) buy David Hasselhoff out of his $51 million mansion and take it for herself. Even if she got a mere $0.05 per episode, Star Trek TNG has been running in syndication since it aired in 1987 and it is still running at full speed on Netflix, even today. Not all series get there and not all do that well, but there is a time gap, there is a larger stage. Consider that a radio station has to register every record they play, because the composer gets a royalty fee, this has been going on for decades. So why is there no setting for streaming? Now, I am over simplifying this and I am setting a slightly inaccurate example but the premise stays the writers want a fair shake and when we see that industry make billions, why not? The stage is that streaming is a new media that is not completely understood. Some see it as a temporary stage, some see it as the next iteration in media and there is a reason that studios are jumping on that train, it is where the consumers are and during that jump some thought it was a sweet deal in a few ways, yet the people creating those series are largely forgotten, that is how the Writers Guild of America (WGA) and its members feel about it and when you have to make ends meet that feeling of happiness sour in seconds and that is what I believe we see now. 

And when we see “Key issues in the talks have been how writers get paid for shows which often remain on streaming platforms for years, as well as the future impact of artificial intelligence on writing.” And here again we see two different settings. You see AI does not exist, whatever comes from these solutions isn’t created from the mind, it comes from data, data that these writers contributed. See it as an IT solution to cloning the writers mind, based on data the IT solution never created in the first place. So how long until they are made obsolete? And when I see “The AMPTP said it had offered a “comprehensive package proposal” including higher pay for writers.

But it was unwilling to improve that offer further “because of the magnitude of other proposals still on the table that the Guild continues to insist upon.”” I do not see a solution or a proposal, I see a stalling tactic, a way to keep more and hand out less to a people who created the success in the first place. In this Jimmy Fallon (the comedian) gives us “Arriving at the Met Gala, Fallon said he hoped the strike would not go ahead, but at the same time wanted to see “a fair deal” agreed for writers. “I need my writers real bad, I got no show without my writers”” which I think is the true part and with ‘a fair deal’ he hits the WGA nail on the head, I wonder how long it will take the AMPTP to take a serious stand and not true to negotiate part by part and with a ‘win’ on every segment. You see,100 days is enough for some streamers to find whatever they can in Canada, the United Kingdom and Australia, not to overlook Korea, Japan and India. All players that will have time and with 100 perhaps even longer to find players to go for THEIR solutions. They have been in the dark a lot longer and they are hungry for desperate streamers. How much damage will that bring. I reckon it will be more than the $2,000,000,000 the industry had the last time and when that happens, who will win? I feel certain that at that point the AMPTP will not feel like a winner. You see, a player like Netflix relies on its 230 million subscribers, especially outside of the US, their subscribers will look for other solutions when Netflix does not deliver. All this whilst the WGA and its members merely seek a fair deal? This could end up being a mopping exercise whilst the tap remains running. A lot of energy going nowhere and the spectators can clearly see that tap running. The empty wall is not merely the lack of creativity, it will be the result by not decently rewarding creativity. But it is early days, it is merely week 1 of the setting, the writers are adamant. How strong is the AMPTP deal? I honestly do not know because I have not seen any of these documents, but writers that take hunger over food whilst being underpaid is not a good setting, greed never wins over desperation, history taught us that lesson the hard way a few times over.

Enjoy this marvellous day past Sunday.

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April 23, 2023 · 20:37

Whilst watching a painting

This is an odd day, even by my standards, but to see that we need to take this chronologically. It all started with an article about 10-12 hours ago. The article (at https://www.theguardian.com/us-news/2023/apr/21/pentagon-leak-modern-spying-ts-si-fvey-signals-intelligence-five-eyes) gives us ‘TS, SI, FVEY: what the Pentagon leak initials tell us about modern spying’. The Guardian article is quite good, there is nothing negative to say, but whilst I was reading it, thoughts came to me. The first came with “Teixeira was one of 1.25 million people able to access top secret material on the US Joint Worldwide Intelligence Communications System, a share repository created in response to 9/11. A former senior British official said he believed it was obvious that now was the time to review the distribution of top secret material.” It took me back several years and the over BS imagery that Huawei was a danger. It was so dangerous that it had to be taken out of the networks. The UK had a decent reason, but merely barely. Now we see that there is causality between showing off gamers and the Pentagon. They do not need to wait for China, US intelligence staff are eager to please (optionally through peer pressure) and they will put it all online. No weakness in Cisco, or backdoor in Huawei equipment was required. It sounds harsh and it needs to be. The next part is “In an era where counter-state threats are taking over, and the danger of leaks greater, it looks like a rethink is needed, the ex-insider said.” That is actually quite deep. Rethinking the intelligence classification system is not an easy task, but one worthy of considering. I reckon the Navy (any Navy) is the hardest part, they are set in their ways and changing that is near impossible, making a 50 year old hooker a virgin is probably easier. 

Anyway, I was contemplating these issues and suddenly an image appeared in my mind. It was a painting of General Lafayette I saw a long time ago and suddenly the cogs started to turn. I remembered certain arcade machines in the 80’s and now my mind redraw the specs and reset the issues to a new kind of arcade. One that might find great interest in places like Universal world in Orlando, and adjusted setting might make it also feasible for Disney-world (also in Orlando), and the idea didn’t stop there. The setting powered by Sony Playstation 5 (multiple) gives a rather different stage and one that I don’t think has been considered before. That being said, if one part works this thing could go in all kinds of directions. You see, if engagement is the power of marketing, what happens when rides become engaging and almost interactive? It is a new and different setting. The nice part is that the Sony Systems are more powerful then required, as such the stage isn’t merely what powers it, but HOW it is powered and I wonder if these two players ever thought in that direction. Now we merely need to fill in the blanks, almost like the pentagon is doing by handing blanks to people who should never have been given security clearance. Still it was the thought that counts and I reckon that even with the absence of Huawei equipment China is delighted with people like Jack Teixeira, I wonder if they will send them a Christmas card this year, just for jollies. 

In part I wonder why the Pentagon doesn’t have a verification system. I read about it once, I forgot where. The systems creates almost identical documents, the punctuation was key here. They figured out the source by having different versions with here and there a different punctuation and with some punctuations missing. As such with only 33 punctuation alterations, you could drill  down on the leak with the second document, consider the amount of punctuations 3-5 pages has, it would be an easy task and with deeper machine learning it could be automated to some degree. No interference and a clear path towards seeking verification. This was not my idea, I read it somewhere and for the life of me, I cannot recall where I read it. 

Still this all led to a new idea in theme park options, it just came to me, thank you very much General Lafayette (he died 189 years ago, so the IP is all mine). 

Still there is another link, the link is one the approach to classification. You see, mot nations have a clear track, the US and the five eyes intelligence group a lot less so. It does not matter how it is done, the issue is resources and staff and that link is not optimised. Tell me in all honesty, why do 1.25 million Americans with top secret clearance have access to all these documents? Why is there not a database where it is stored and people will have to access when needed. But when was there information? Is that not in reports THEY file. There needs to be a more intelligent tag system that allows people with access to seek document that they should be aware of. In all honesty, which documents did Jack Teixeira actually need? It is a serious question because there is part of the solution. Anyway, it is a slippery slope and it is not easy to navigate SIGINT and GEOINT and those are the two I have some knowledge of from 1981 onwards and my exposure was extremely limited. Still it makes for an interesting puzzle and it led me to a new IP options in theme parks and in all honesty I have no idea what to do with it next. I need to figure that out at some point.

Enjoy Sunday.

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September 23, 2022 · 21:29

Dopey to some

Yes, Dopey, a name I cloak myself in frequently, that loveable dwarf not right in the mind and that is me to a fault. I just saw Matrix resurrections. I did not really like it, that is not the fault of the actors, they all played their hearts out and you can see that. The story was clever, really clever but the WOW factor was missing. I saw the first three as a complete story and I was fine with it. There was nothing missing. It had the elements of a Greek Tragedy, it had action (a lot of that) and several other sides. I was happy. So when the 4th movie came out, I was not really on par with my thoughts, and it had been close to 2 decades. I still remember the trailer that I saw in Chicago, it blew me away, I saw the movie 8 weeks later in Europe and I saw it more than once. Then the DVD came. I reckon that plenty of people got a DVD player just for this movie and that is saying something. There was a WOW factor that numbers 2 and 3 continued. It was missing here, but it made it not a bad movie, it merely made me less interested and I was not alone in this, but it does not matter. The storyteller in me woke up. I had my own movie considerations. It is called ‘How to assassinate a politician’ and the story was made for the Arab world (Egypt, UAE, Turkey, Saudi Arabia, Pakistan) in this I personally believe it would be a hit, but that I my view. Then my mind created ‘Another Furlong’ after the whole 9 yards with Matthew Perry. Just now I saw the Hulu Trailer of Hellraiser, it might be a hit. Especially if they resurrect the Nightbreed franchise as well, in the comics there have been several interaction between these two and there would be enough materials for either movies of mini series. The mind does not sit still, so as I was contemplating ‘Miss Peregrine’s Home for Peculiar Children’, more important the other books. Not sure if Tim Burton is considering to make the others into movies, but if he is not any of the streamers should consider it. There are so many options, but we get to see (for the most) a newly resurrected version of Death Wish, Robocop, Firestarter or Flatliners. I have nothing against any of these movies. Yet where is thee good stuff? Where is the original stuff? Now, lets be clear Matrix resurrections is original, based on a franchise, but an original story. Yet where are the titans? Another Lord or the Rings? OK, this is the prequel, the rings of power. I grant you that, but we are so about seeing more of the same that we merely endure repetition, this was one of the reasons why I came up with ‘How to assassinate a politician’, not the most important reason, but a reason none the less. I wonder what more I could make. I started to pencil season two on the grandson of Hades (still no title come to mind), I made one on the stage of the past with Kenos Diastima and Residuam Vitam. And past that a few small parts that require evolution. Perhaps it is a dopey thought, but is this what most of us have resorted to? Repetition? I am uncertain but overall I see less awesome movies. I reckon that Maverick is the most overwhelming movie I have seen this year and that is not a good thing. Consider, how many truly good movies have You seen in the last 6 month? If you need more than a minute to name 5, you will be able to see my point of view. With Netflix, Hulu, Disney we see so many more works, but the overall quality is falling down, that is not a good thing. You might have another idea regarding this and that I fine, but I worry what we will get in 2023, 2024 and 2025. That might just be me though.

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September 8, 2022 · 17:39

Weasels in the limelight

Yes, this is about some weasels, others call them members of media. As such, I am only handing you the Arab News link, the western media DOES NOT DESERVE any consideration at present. The article (at https://www.arabnews.com/node/2158496/media) giving us ‘Disney found ‘substantial portion’ of Twitter users fake in 2016: former CEO’ is the larger setting. So as I have given you all my point of view in several articles in the past months, even accusing the media to be nothing more than creators of click bitches. We now get the fact that the evidence that Elon Musk was right all along in this article (and several in Western Media). They are now at the end of what they can exploit, so NOW we get the real deal? The fact that the Disney setting was that a situation existed since 2016 gives us the true setting of western media. For a large extent they have less credibility than a crack whore high on cocaine. Filtered information that meets with the approval of their stakeholders. That is what we have been exposed to. So now as we get to see “Iger did not specify what he meant by “substantial.” Twitter has consistently reported that fewer than 5 percent of its “monetizable” daily users are bot or spam accounts. Iger’s comments come amid a legal battle between billionaire entrepreneur Elon Musk and Twitter over Musk’s deal to buy the social media company for $44 billion. Musk, who is trying to walk away from the deal, has claimed that Twitter has misrepresented the prevalence of spam or bot accounts on the platform.” And the media was aware since 2016 and now when we look back to the articles in western media, we see no mention of the Disney deal whatsoever, the media is THAT corrupt towards digital dollars and stakeholders. And you wonder why I do not trust the media? Well, this is about to get a lot more interesting over the next few weeks when I give notice of a much larger setting. The stage we see now is one where the media is sucking up to whomever they can to not be disregarded as obsolete. They did this to themselves and I have no pity or mercy for them.

And now as we see “In his memoir, “The Ride of a Lifetime,” Iger wrote that he had second thoughts about a deal with Twitter because of the “nastiness” of the discourse on Twitter that he feared would become a distraction.” So the media (and their book sections) and many other parts have had the information for years and we got to see nothing of it, now it does not matter. I had my evidence, Trollrensics had evidence and Elon Musk had evidence. The media is now obsolete, a voice for stakeholders. They no longer deserve their 0% tax group as they are mere digital dollar marketeers. But the politicians are unwilling to hold the media to any level of accountability. 

As I see it, I hope that Elon Musk gets whatever he wants and should he be forced to buy Twitter, it should be no more than a maximum of 6 cents to the dollar. As such Jack Dorsey ends up with a 2.7 billion dollar payday and that is overvaluing Twitter by a lot. And after that, when the media is thrown OFF Twitter, I wonder how long they can hold on. It would irritate me that Elon Musk might lose 2.7 billion, but I reckon he could afford that and more important, when Twitter goes the way of the Dodo (just like the media) I get to introduce a new part of social media to the Kingdom of Saudi Arabia, just like the initial part I offered to the Consulate General of Saudi Arabia in Sydney this week. If that goes right a new market will open and now the media will have no say over the matter, they are as obsolete as possible and not welcome at what comes next. They clearly cannot police themselves, that much is shown all over the field. Even if I only get 3%, that over $17,000,000,000 is a lot more than I ever made before. The game is set, the orchestra engaged and now we see if the media (as well as their political and stakeholder friends) can dance. Out there in the limelight. Like weasels trying to hide away from the light beams, not realising that the grass is flat, the lights are high and every bit of grass is exposed. We all get to see the weasels jump and run in every direction hoping to find shade to vanish in, but not this time. This time they really went to far (as I personally see it).

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May 19, 2022 · 21:55

The true setting

Yes, that is what we want, what we need. What is the true setting? We seek it, because (for the most) the media tends to give us a loaded canon, the question becomes for who they are loading their canons? This is seen with the BBC as they give us ‘Netflix cuts 150 US-based jobs after losing subscribers’ this headline is true, no one denies it and overall I wonder how many people left Netflix as they fired 1.2% of their workforce (150 out of 12,135). I can come up with all kinds of settings, yet we need to accept to some degree that Netflix will do what is best for Netflix, and that is not easy. Netflix has all kinds of issues. The first is that there is saturation in the streaming services. Netflix is apparently offering gaming services and become a competitor to Google and Amazon and as the BBC gives us “The redundancies, announced by the entertainment giant on Tuesday, will mainly affect its US office in California. They account for about 2% of its North American workforce.” This is fair, it amounts to a US workforce of 7500, so why did the BBC not give us that? We then see “In April, the streaming giant shocked the industry when it revealed it had lost 200,000 subscribers in the first three months of 2022, and warned another two million were expected to quit in the coming quarter. The news sparked an investor sell-off, with the firm’s stock plunging 35% in one day. It is now trading at $190 (£152), a 46% drop on its previous premium.” Now it is harder to say something about that. The stage of 2.2 million people is the setting of saturations and to some degree covid ending, or perhaps better stated, the people are expected to go back to work and there we see that Netflix is hurting the most, but not the only one. Covid endings will hit Disney, Hulu, Apple+ and others too. I see another problem, the fact that covid was ending was clearly visible, so the stage of “stock plunging 35% in one day. It is now trading at $190 (£152), a 46% drop on its previous premium” makes me wonder whether the suits of Netflix were wishful thinking or something. They are losing members, they are not correcting for 200K and 10 times that much in the coming quarter and the 35% drop implies an overreaction on one hand, or a lack of information on the other (BBC). This matters, because this knee jerk reactions from investors with their gaming enterprises will make it fail a lot faster than anyone expects. It is good news for Google and Amazon, yet there is the idea that it is not good news for gamers. You see the more game streamers there are, the more interesting it becomes for developers to sit don and seriously contemplate that dimension. Netflix would have been a decent third party. It is still possible with the other two, but three makes for a crowd and therefor for a larger interest by serious developers. That is how I see it.

So how will Netflix fare?
That is not easily seen and whatever I see makes it not truth, mere speculation and I am telling you that upfront. You see, no matter how I see it, how I interpret the knee jerk reaction by investors. There is every chance I might be wrong, and to some degree I do hope I am wrong. I have no idea how Netflix will be as a gaming solution, but a third player makes for more gamers and optionally for more embracing the streaming gaming solution. They do have options, or so we see. With “it’s looking at a cheaper, ad-based model and also planning on cracking down on password sharing which has cost it 100 million households.” We see two parts. The first is one, but one I personally would happily reject. The second one I have no issues with. The idea that 100,000,000 households share passwords implies that Netflix is losing over a billion a month. So they will need to evolve that system. At present I have no idea how, but there is always space for evolution.

So what will the future be for Netflix? I still believe that they can find all kinds of IP in the past, people forgot or merely ignored it and that is no different for movies and TV series. So saving costs in one directions does offer options in another and to be clear, there is an essential need for them to restore the loss of a billion plus. Beyond that? It will be anyones guess and a guess is as good as it gets for Netflix at present.

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May 13, 2022 · 21:42

Restoring Redacted Recognisance

I have been in a bit of a trance, wondering on a few items that were nagging me, that is until I saw some flamboyant article. The article is a little too Simpson tainted to be taken seriously, but there was a grain of possibility there. My What if procedures started to crush the options. It did not make me happy, because for the most, I hate the ‘What If’ statement, it is something in second grade salespeople and telemarketers. As such I tend to avoid using it, but in this case there is almost no avoiding it. In a stage where there is an optional stage of revenue that could be anywhere between $400,000,000 and $17,500,000,000 the players Amazon and Google stay away? In the first it is more tailored to Amazon, but the stages include 5G, as such Google would be equally chomping at the bit.
Now the stage is about to move to Saudi Arabia, and I do not object. In two settings they have an advantage over the other two, but that is only in two of the settings. So I was puzzled, but then a few items from LA Times to UK papers hit me and the ‘What If’ setting came back. 

What If
So what if Google and Amazon just no longer have the manpower and the seniority to see what is about to escape them, it seemed so far fetched, but there was supporting evidence (of a sort) and there is no way in hell I would let Microsoft anywhere near it, I would accept a 35% payment from Saudi Arabia before I would consider a 175% from Microsoft, I am that disappointed and angry with them. And as I refocus towards Saudi Arabia I see a larger stage, one that could fir them taking a larger stake in either Amazon Luna or the Google Stadia, even as the Amazon Luna is a better fit, either will do and that solution alone should be worth well over $350,000,000, as such there is some benefit in having one buyer. Of course the Kingdom of Saudi Arabia might see that different, but that is not a given and as they get more options to diversification.

So we have an alternative stage, but the idea that the resources and brainpower of both Amazon and Google had dwindled to that degree is a little baffling. This has nothing to do with Covid. It has nothing to do with abilities. It dwindles down to two powerhouses, not taking a much better inventory of what is possible and letting it slip again and again until it is too late. Could that be the case? To be honest, I cannot tell, in the first because Sundar Pichai and Andy Jassy did not call me updating me on their HR woe’s and sorrows (and I never expect them to do that). So I am in the dark, but some others should not be and we have not heard from them have we? 

So what gives? Why would either player ignore that much revenue after getting hit to such a degree? It does not make sense, but that was before we see that they face a lot of grievance in the UK, EU and US. The Republicans are willing to slice Disney whilst destroying up to 60,000 small business owners with the attacks on Disney and their IP, Google has a few issues of their own to deal with, so a holding pattern is not the weirdest idea, but in this case revenue could go to China, Saudi Arabia and other players, how does that help any of them in the US, EU or UK? And that is before someone takes a hard look at Canada, with the top 10 of wealth being occupied by banks, but that is the hidden trap, without powerful businesses these banks will falter, time has shown that again and again, so what will be left when the redaction of recognisance is takin its toll? Restoration is the one path left, but that is a window with a limited timespan, I wonder if the UK and Canada realise that there is a point of no return and the US waited too long and now when there is a stage of restoration, the republican party is having a go at one of the most powerful IP holder in history, Disney. A setting that can have only one ending and it is not a good one, as such when Disney loses its protection, the cheap solution bringers in India and China will bring their options cheaper, not better but cheaper and all whilst well over 40,000 small business owners are left with nothing, because the IP kept their business safe and that is about to change, so when that happens and other resources do not grasp the business, what do you think will happen to that $25,000,000,000,000 debt? The interest alone will pull the entire US economy under with absolutely no options to restore any option to breathe. A setting I saw coming a mile away 5 years ago when there was an option, so when the US also losses its IP and more important the two powerhouses that create IP because they no longer have resources, what happens then? 

There is no what if setting here, we can just watch it unfold and I will be watching as well, because to be honest, I never expected these two players to have the IP resource lack they are currently showing. I honestly was caught be surprise (you see, it is possible to surprise me).

I wonder what Sunday brings, a hail Mary and a ZX Spectrum?

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April 22, 2022 · 22:48

As the swarm settles

It has been hours since the Netflix scare. And a few hours after that, less then 10 hours after I wrote the previous article, we get to see ‘CNN streaming service to shut a month after launch’ the article (source: BBC) also gives us “Warner Bros Discovery (WBD) says it will issue refunds to subscribers after the service is shut down on 30 April. The head of CNN+ has resigned and hundreds more workers could be at risk of losing their jobs. CNN+ was launched on 29 March in an attempt to bring in revenues from news streaming subscriptions”, we can see this in a few ways. Yet in this I personally believe that saturation is part of the issue and it will not go away. The others will feel the brunt. Netflix will bounce in part back, Disney will take a hit, but these two are too big to fail drastically, the smaller ones will take larger hits as CNN+ is doing and some of them will not survive. What I stated some time ago is now coming to pass. I wonder if I was right in the thought that smaller could survive if they would merge. The idea that smaller would combine their channels and subscriptions is a little bit extreme, but it beats being dead, does it not?

Yet there is more underfoot. There is ‘Cinedigm’s DMR Unveils Cinehouse – A Curated Lineup of Free Streaming Channels for Superfans’ (Source: Accesswire) where we see “Digital media and entertainment company DMR, is letting fans stream their favourite niche channels with the launch of Cinehouse. A wholly-owned subsidiary of Cinedigm (NASDAQ:CIDM), DMR is unveiling this new free ad-supported streaming television (FAST) service to super-serve enthusiast fan bases across several popular genres.” You can take these thoughts in many ways but when I see “Cinehouse is dedicated to bringing fans the best movies and TV shows from around the world – from ancient mysteries and heart-stopping action, to classic anime, comedy, gaming, K-pop and more.” I personally believe that some are dropping small channels with ‘free’ materials to subvert the populations requiring free options to make them unavailable. A bait to get rid of the smaller fish and clean the pond, decrease saturation levels by getting rid of the opposition. It is a personal believe and I might be wrong, but we see new free channels after the drowning of CNN+?

The swarms seem to settle and some are playing the free card to take out the competition. It is one thought and my thought could be way off and massively wrong, but when you see one source that can verify the setting that the rest ‘seems’ to overlook, my wandering lobe starts to take a look at the information others leave lying round and this is where it got me. Is it me, or not?

I will let you decide.

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March 3, 2022 · 11:40

Netflix Prime

Yup, that is it and it is not a conundrum. This setting applies to both Amazon Prime and Netflix (other layers too). You see, their valuation is set to a larger stage of WHAT and HOW MUCH they can bring. And in a stage where we are on the brink of active militant debates, having an alternative is never a bad idea. You see, for some unknown reason I have been thinking of the Dutch movie ‘De Prooi’ (1985). 

I remember how stunningly beautiful the leading lady played by Maayke Bouten was. But there is more (there always is), the story was quite good, it was done as it always was in those days. Like a race to the destination with several scenes in the middle. Yet the foundation of a decently good movie was there and it could be remade, the story needs a little adaptation, and if it is set to a different location (San Francisco, Vancouver, Fort Lauderdale, New Orleans) a little extra work might need to be done. A script ready for collecting (whomever has the rights) and it is not a small setting. There are hundreds of scripts out there where the rights are no longer active, where the rights to a movie are nickels and dimes away from ownership (instead of tens of thousands or more). A setting that all streamers need at present and they are all over Europe, all over the commonwealth too. We forgot about the younger watchers, did we not? So what happened to the dozens of movies that were part of the Enid Blyton collection, the hardy boys, and there was a female version too. Sweden has its treasures (beyond Pippi Longstocking that is) and so forth. Even the Netherlands has its share of treasures. All forgotten, all in some drawer catching dust, all whilst everyone is chasing the next mediocre version that comes from one of these great stories. 

As such I wonder how long these stream chasers keep on chasing a reinvented wheel, whilst there is a place where you can find a good collection of second hand wheels at 10% of the price. You will spend op to 5% rewriting it, but is one in 5 is a decent success, you will have an interesting track record as well as a decently fast growing library of works. If we look back to the 70’s, 80’s, and 90’s we see movies all with a gimmick, but as long as the story is good, it can be rewritten with the gimmick of today and tomorrow. So where are these writers? What will Netflix (Amazon Prime too) do when the budgets are trimmed down? I did not forget about Apple and Disney, but it seems that they have a different approach to where they want to go, or how they want to get somewhere. I might be wrong, but that is how they feel to me. It is up to them and it is up to Netflix and Amazon, they might to get ahead of the curve before the are chasing it in some uphill battle against that very same curve, because that is what falling behind the curve tend to be. A never ending uphill battle. 

And I reckon that this is a race where the number two has no reward, they merely chased the other one too late. Who will it be? I have no idea, I am not buddies with either on that level, I need not be (not entirely true), I have my own stories to write and for now I reckon that I might have a new chapter coming up in the mini series ‘Residuam vitam’, I think it had a different name earlier. For some reason the others have titles set in stone, this one does not. I cannot figure that part out, even as the story was pretty much set, but now there is a new stage, but I need to write it differently, because the party involved are not like us and that changes the stage. I should say that Meng Po alerted me to that part, but I cannot, because every time she serves me soup I forget what I was doing, but the soup is so delicious.

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