Tag Archives: DML

February 15, 2026 · 10:58

When Grok gets it wrong

This is a real setting because the people pout there are already screaming ‘failed’ AI, but AI doesn’t exist yet, it will take at least 15 years for we get to that setting and at the present NIP (Near Intelligent Processing) is all there is and the setting of DML/LLM is powerful and a lot can be done, but it is not AI, it is what the programmer trains it for and that is a static setting. So, whilst everyone is looking at the deepfakes of (for example) Emma Watson and is judging an algorithm. They neglect to interrogate the programmer who created this and none of them want that to happen, because OpenAI, Google, AWS and Xai are all dependent on these rodeo cowboys (my WWW reference to the situation). So where does it end? Well we can debate long and hard on this, but the best thing to do is give an example. Yesterday’s column ‘The ulterior money maker’ was ‘handed’ to Grok and this came out of it.

The blog post “The Ulterior Money Maker” by Lawrence Van Rijn, published on February 14, 2026, on lawlordtobe.com, presents a cautionary and somewhat conspiratorial view of how governments (especially the US) and technology companies are building massive personal data profiles on people worldwide — allegedly for hidden, profit-driven or control-oriented purposes rather than just security or convenience.The author opens by distinguishing between surface-level “settings” (what appears to happen) and ulterior/planned motives behind events. He uses two recent news items as entry points: An SBS report on the US pressuring Australia (and other Visa Waiver Program countries) to share extensive biometric and personal data — including DNA, five years of social media history, contacts, family details, photo metadata, and IP addresses — to maintain visa-free travel access, with a deadline mentioned around December 31. The UK has already signed such an agreement, while the EU is negotiating. The author sees this as governments “selling out” citizens.
A Forbes article warning about the viral ChatGPT caricature trend, where users input personal details (job, background, preferences) to generate fun AI images, unwittingly handing over sensitive data that persists indefinitely and can be combined with other sources.
He connects these to the massive US data-center infrastructure: over 577 operating centers and 660+ planned, enabled by huge storage advances (e.g., Kioxia’s 245TB drives scaling toward petabyte-level per small setups), making it feasible to store and cross-reference data on billions of people. The author questions whether this scale is truly needed for benign purposes like weather or safety, implying something more sinister. Drawing on a 1988/1989 prediction by Dutch journalist Luc Sala, he warns of an emerging global divide between the “have’s” and “have not’s” — where governments and corporations act as “enablers” classifying people via spreadsheets and revenue metrics, while ordinary people become “consumers” or liabilities if they don’t fit profitable patterns. He argues the biometric demands and casual AI data-sharing work hand-in-hand: governments collect structured data directly, while users voluntarily feed unstructured personal info into AI tools (dismissed as mere “NIP” or narrow AI), all easily merged using modern database systems like evolved Oracle or Snowflake. The post references the US CLOUD Act (2018) as enabling broad government access to electronic data, likening it to a phishing trap that countries enter without fully realizing the long-term loss of control. Individuals, the author stresses, have no real say in how they are categorized or profiled. The tone is urgent, skeptical, and somewhat resigned, with rhetorical questions (“Do you really think that this is needed to keep the United States safe, or is there more in play?”) and direct reader address. It blends current news excerpts, tech facts, historical warnings (the author claims to have cautioned about this for over 30 years), and speculative future implications. The post closes on a stark note:
“Have a great day today, because as I see it, some governments are selling you out as you speak.”Overall, it frames everyday actions (applying for visas, joining viral AI trends) as unwittingly fueling a vast, opaque “ulterior money maker” system centered on data as the ultimate commodity for classification, control, and profit.

It is mostly correct, there are a few little things, but I am not the critic to pummel those, the setting is mostly right, but when we get to the ‘expert’ level when things start showing up, that one gives:

It contains only a single link: https://lawlordtobe.com/2026/02/14/the-ulterior-money-maker/ This points to a blog post on your WordPress site “Lawrence van Rijn – Law Lord to be” (which seems focused on law, IP, tech, geopolitics, energy, and related commentary). However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content. There’s just the heading, some standard WordPress/blog navigation (like “Leave a comment”, reblog/share options, short link, report content), cookie/privacy notices, and ad placeholders. No paragraphs, analysis, or details are present yet. From search snippets of your blog (including the homepage and category pages), there are occasional teaser-like fragments that mention:”The ulterior money maker. That is the setting, but what is true and what is ‘planned’ is another matter. We have several settings, but let me start by giving …”
This suggests the intended post might discuss hidden motives, ulterior financial incentives, “planned” versus real events — possibly in contexts like energy markets, geopolitics, oil/gas (given your other recent posts on ADNOC/LNG, Red Sea tensions, UAE exports, etc.), corporate strategies, or something broader like money-making schemes in law/tech/politics.Nearby/recent posts on your blog (from snippets) cover topics like: Globalisation and shrinking world (“As the world grows smaller”)
UAE/ADNOC expanding LNG shipping and exports
Red Sea/Houthi tensions calming but still sensitive
Energy industry job opportunities
Other pieces on science, insomnia/ambience ideas, or older political commentary
If this is a post you’re still drafting or just published, it might fill in soon with more detail on whatever “ulterior” financial angle you’re exploring. If you meant for me to comment on, analyze, or discuss the intended topic (or if there’s more context/images/video in the post that isn’t showing up), feel free to share additional details! What’s the main idea behind “The ulterior money maker”?

Grok just joined two separate stories into one mesh, in addition as we consider “However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content” and this ‘expert mode’, which happened after Fast mode (the purple section), so as I see it, there is plenty wrong with that so called ‘expert’ mode, the place where Grok thinks harder. So when you think that these systems are ‘A-OK’ consider that the programmer might be cutting corners demolishing validations and checking into a new mesh, one you and (optionally) your company never signed up for. Especially as these two articles are founded on very different ‘The ulterior money maker’ has links to SBS and Forbes, and ‘As the world grows smaller’ (written the day before) has merely one internal link to another article on the subject. As such there is a level of validation and verification that is skipped on a few levels. And that is your upcoming handle on data integrity?

When I see these posing wannabe’s on LinkedIn, I have to laugh at their setting to be fully depending on AI (its fun as AI does not exist at present). 

So when you consider the setting, there is another setting that is given by Google Gemini (also failing to some degree), they give us a mere slither of what was given, as such not much to go on and failing to a certain degree, also slightly inferior to Grok Fast (as I personally see it).

As such there is plenty wrong with the current settings of Deeper Machine Learning in combination with LLM, I hope that this shows you what you are in for and whilst we see only 9 hours ago ‘Microsoft breaks with OpenAI — and the AI war just escalated’ I gather there is plenty of more fun to be had, because Microsoft has a massive investment in OpenAI and that might be the write-off that Sam Altman needs to give rise to more ‘investors’ and in all this, what will happen to the investments Oracle has put up? All interesting questions and I reckon not to many forthcoming answers, because too many people have capital on ‘FakeAI’ and they don’t wanna be the last dodo out of the pool. 

Have a great day.

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February 10, 2026 · 16:58

It was initially speculation

That is where I was this morning. I had a speculative view on President Trump, but with the news that CBC gave me a few hours later (at https://www.cbc.ca/news/canada/trump-gordie-howe-bridge-9.7081924) where we see ‘Trump threatens to block opening of new bridge between Windsor and Detroit’ and it comes with the statement ““I will not allow this bridge to open until the United States is fully compensated for everything we have given them, and also, importantly, Canada treats the United States with the Fairness and Respect that we deserve,” Trump wrote in the post on Monday.” So if people are willing to bite into this one sided setting, beware. The words “until the United States is fully compensated for everything” is a presumptuous setting that I might have been more correct than even I figured out I was. As I see it the United States is out of money, or perhaps more accurately they are scooping the final dollars from the bottom of their coffers and they are now in a day by day setting to figure out what bills to pay and which not (like the Jersey train tunnel) for that story see yesterday’s blog.

I wonder what commerce President Trump thought they had coming from the Gordie Howe bridge. And the ‘sort of’ response that Canada received was “Trump made the threat amid a 299-word post in which he said Canada has treated the U.S. “very unfairly for decades,” complained that the bridge was built “with virtually no U.S. content” and repeated his criticism of Prime Minister Mark Carney “wanting to make a trade deal with China.”” We can snigger all we like against the response which might be considered one of the least intelligent and least fact laden responses that any government has EVER received. And as I see the debt driven United States flex whatever lard they have, we see that these are the final acts of a nation that has no more. It wanted a debt driven society and now you see what it amount to, less then nothing.

Could I be wrong? That is always a fair question and I believe I am. I saw these settings evolve from the stupid attempt to convince that Canada might become the 51st state, then Greenland, after that Venezuelan oil and Venezuela, like a desperate crack whore trying to get one more score. And now that all this is failing they are stopping the Jersey tunnel (for which funding was already achieved before Donald Trump became President Trump and now we see the Gordie Howe Bridge, optionally one of the the last straws that could bring commerce to Detroit. When you see all these settings and after they already shutdown the building of wind farms (some speculated that this was to appease the oil owners). All whilst President Trump is shutting down higher education to some degree. As CNBC gives us with ‘Trump’s ‘big beautiful bill’ may spur significant changes to higher education in 2026 and the rise of ‘un-college,’ experts say’ (at https://www.cnbc.com/2026/02/08/trump-big-beautiful-bill-college-education.html) where we see “Ballooning college costs and the student loan debt that goes along with them are partly to blame. New borrowing limits for 2026 under President Donald Trump’s “big beautiful bill” are another factor. Plus, students are increasingly seeking job training and career-driven pathways to secure a foothold in today’s softening labor market.” When you take away the boasting elements we see that the United States can no longer afford the streams they themself instigated and whilst the world is becoming more and more aware that AI does not exist (merely Near Intelligent Parsing (aka NIP) which amounts to DML and LLM) and all these settings are getting a front seat at the legal court cases that are now under advisement. 

We are getting Legal Misconduct/Hallucinations (Australia), Copyright Infringement (Disney and Universal), Training Data Disputes (GEMA won a case against OpenAI), Evidence Issues and AI in Sentencing. Then there is a chance that I have a case against parties in Singapore and the United States over what could be AI abuse of my Intellectual property and whist some ‘claim’ that this could be set to $1,500,000 per case I am looking at an optional 6,000 cases, so I might be wringing my hands fairly soon (unless a deal is made). We are seeing all these events in play all whilst that so called “Trump’s ‘big beautiful bill’” which could be another setting for a ‘dream castle in the sky’ or at least that is how I would like to phrase it. All these elements seem ridiculous, however it amounts to the setting that the United States are out of money and that is before they consider that the $500,000,000,000 towards StarGate LLC might be a wash (basically a massive write-off). If you want to consider that I am wrong, feel free to do so, but I do request that you take a hard look at the fact that the media isn’t giving you because I made mention of this setting as early as July 8th 2024 in ‘Two issues caught my attention’ (at https://lawlordtobe.com/2024/07/08/two-issues-caught-my-attention/) and I made more mentions earlier than that and the media is ‘caught’ unaware? 

So, do you think that I am merely speculating? Or is there something to be seen? I am not telling, I am asking. I gave my version and you are seeing why is playing. In the first, why would President Trump stop a project that has assigned funds and would secure the new jersey line for another century because he is demanding Penn Station and/or Dulles Airport after him? Are people nuts? There is more in play than the sanity of one man, because if that was true Wall Street would have made a massive outburst in the direction of the White House, but they remain silent. Why? I believe that I was right all along, but I understand that my word might not be much towards others. As such you should investigate yourself, it is only the best you can do. In the meantime, I will stand with my Canadian brethren, because that is what a Commonwealthian does. He (She also) stands with his brothers and sisters.

That is what I have to say over the situation as I see it, it might be speculative, but too many facts seem to feed this speculation. I will leave it up to you to decide if this is a mere speculation or my brain going nuts, or perhaps there is more.

Have a great day today.

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February 6, 2026 · 13:57

Thinking of the Post

You’ve got it, the post, or more classically names the Washington Post. It has been on the mind of millions for the longest of times. In 1989 Robert Downey Jr. wishes he was a reporter for the Washington Post in Chances are. In 2017 Steven Spielberg makes Meryl Streep into its publisher Katharine Graham and over time there have been enough mentions and references to see that the Washington Post is (or sadly stated was) a global icon in news media. I still see it as a global icon, but I do realise that as a star in the top of the Christmas tree it has played its course and we all wonder how long it will hold out on that premiere position and perhaps that is how it will end, a true ornament of global media, the top of the tree. So I was a little taken back when this morning I saw the news (via most other media) that a third of its staff is about to be let go. So lets first start with what I personally see as a brazen lie, we see (at https://www.newyorker.com/news/annals-of-communications/how-jeff-bezos-brought-down-the-washington-post) ‘How Jeff Bezos Brought Down the Washington Post’ and it comes with the byline “The Amazon founder bought thereof  paper to save it. Instead, with a mass layoff, he’s forced it into severe decline.” It was bought in August 2013, Jeff Bezos purchased The Washington Post and other local publications, websites, and real estate for US$ 250 million, transferring ownership to Nash Holdings LLC, Bezos’s private investment company. I have to ask the simple question. How much did the Washington Post cost Jeff Bezos up to now? I think that a newspaper who should bring in millions a day is now see as “The Post has lost around 500,000 subscribers since the end of 2020 and was set to lose $100 million in 2023, according to The New York Times.” (Source: Wiki) As such the Washington post has costed Jeff Bezos well over $350,000,000 dollars. There are only so many ‘pretty pennies’ any billionaire can fork over. And nearly ALL AMERICANS are to blame here. Consider the simple truth. If you are an American and you have not bought at least 100 newspapers as since August 2014, you are part of that problem. And I am just considering you part of that problem if you did not buy 100 Newspapers in the period 2013-2026. There are a few more reasons, but that it the crunch. As there are 350,000,000 US Citizens, we can consider you part of that problem if you bought less than 100 newspapers in 12 years. The number should be a lot higher, but you might have the divide attention between the LA Times, Boston Globe, New York Times, Wall Street Journal and a few others. News media is on the way out and they have themselves to blame for it. Instead of setting proper media trenches, America let slip the setting by allowing 6,000 newspapers to exist in the USA. That is a separation of 58,400 people per newspaper and they are all vying for advertisement money, classifieds and attention. Is it a wonder that a place like the Washington Post goes down? The utter stupidity of that is beyond me to understand. I get that there are more newspapers, local newspapers, but consider that there are merely 50 states. Where did the 6,000 newspapers go? It comes down to 120 newspapers PER STATE. And with every iteration that is out there, the big ones suffer, I reckon that several of the newspapers I mentioned are in a similar predicament and that is before they consider the online presence they have or lack to have. As spoken we get the setting (at https://www.npr.org/2026/02/04/nx-s1-5699328/washington-post-layoffs-jobs-bezos) where we see ‘Bezos orders deep job cuts at ‘Washington Post’’ which has much more business sense as a setting and here we see “The Washington Post moved Wednesday at the behest of owner Jeff Bezos to cut a third of its entire workforce. The layoffs affect every corner of the newsroom. In a newsroom Zoom call, Executive Editor Matt Murray called the move “a strategic reset” it needs to compete in the era of artificial intelligence. The paper had not evolved with the times, he said, and the changes were overdue in light of “difficult and even disappointing realities.”” Which is note completely true either. You see, there is no AI at present and all who are appeasing to that “lie” are selling themselves short. Actually AI is still two decades away but the setting that is now coming is creation of events through DML and LLM is real and when verification and validation happens it will become a problem, but as I see it, there is no real validation and verification and that happens by REAL journalists at present (editors too) but as I see it, created stories are a problem and an AI could do my blog if it had what I have and as I see it places like Grok are no where ready because they lack the ability to cater to multi dimensional viewpoints, so at present I am still a superior power there. I reckon that some of these journalistic dinosaurs are similar too (if they are not part of the Jurassic Park franchise) and that is the value they currently have and it is a dwindling setting at present. So when we get

“While acknowledging that the media industry as a whole is struggling, Baron blamed Bezos for exacerbating the newspaper’s woes through “ill-conceived decisions,” including killing an endorsement in fall 2024 of Kamala Harris for president. That choice, which Bezos took responsibility for, led hundreds of thousands of subscribers to cancel their subscriptions. Under Baron, whom Bezos inherited as executive editor, the paper flourished, flexing journalistic muscle in accountability reporting on President Trump’s first term in office. It reaped rewards from readers too, exceeding 3 million paying subscribers. It is now far below that level, according to a person at the paper with knowledge. (The person spoke on condition of anonymity, citing fears of being fired for speaking to the press.)”

It is hard to disagree (I don’t have any facts on that, but the setting of 3,000,000 paying subscribers does have a handle, it might be too small, it might not, but I think it is too small and the 6,000 newspapers are part of that. I think that a newspaper needs to have journalists, it needs to have a national/global section and I think that over 2,000 papers are unable to do that. They all hope for the materials that floats them and the advertisements that bring them dollars. Not a way to run any newspaper (my number 2,000 is purely speculative and arbitrary) but to see that one third of the newspapers are unable to fill such a gap and merely capture the faces that read headlines is part of the problem. 

That is the setting that I fear that is part of the problem and I do not agree with Jeff Bezos, but he was not part of that problem ever. And to give you the other setting, Wikipedia gives us “In 2018, Khashoggi was murdered by Saudi agents in Istanbul.” This is a blatant lie. I ripped a hole in that UN research with nothing more than logic and there are more settings that never made sense, but that is the world we are in now, “Guilty until proven innocent” that is the era that what some call AI is vying for and until there is proper verification and validating that is all you will get and at some point someone will say “If only we still had the Washington Post” but that is the moment when this is too late. I might live long enough for that moment too come (I am no longer a spring chicken). And at the speed things are coming, I will see this moment and say “You see, I was right all along”, but those in the thick of things will not care and others will feel to hopeless. 

That is the refractionary reality of things to come. Have a great day.

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February 4, 2026 · 19:36

Cracks in the armour

That is at times the stage we see. It is not a stage where the we are concerned of the armour that is in play. It is like any soldier wanting the direct replacement of body armour when it stops a bullet. There is no logic in this. It is like the expectation that a bullet strikes perfectly the first impact. You might be more lucky to get a winning lottery ticket. So when I saw the Financial Times headline (the article is behind a paywall) we would have seen

The headline is ‘alarming’ as the banks seek out new buyers for data centre loans. But as I see it, Oracle has been in the thick of things for over 40 years and the current boss of Oracle is currently worth 250,000 million dollars. He basically is worth more than most board of directors of any bank in the United States. So the setting doesn’t make sense to me. This seemingly happens should Larry Ellison (father of David Ellison, big boss, actor, producer, chairman and CEO of Paramount Skydance) takes an equal disastrous dive. You think that this is ‘boasting’ but the setting that we see here gives us that banks are in a downward spin and the Ellison family is well insulated of the impeding downward spiral. So here we go to the next article and we get ‘Oracle issues public clarification amid reports linking AI push to job cuts’ (at https://sea.peoplemattersglobal.com/news/strategic-hr/oracle-issues-public-clarification-amid-reports-linking-ai-push-to-job-cuts-48277) where we see “In a statement posted on its official X account, Oracle said a widely discussed Nvidia–OpenAI investment proposal had “zero impact” on its financial relationship with OpenAI and insisted it remained “highly confident” in OpenAI’s ability to raise capital and meet its commitments. The clarification followed mounting speculation that Oracle could slash as many as 30,000 jobs to help fund its AI expansion.” I am not taking sides here, but as I see it, at least 5,000 employees could find a job by opening two cloud centres. One in Saudi Arabia and one in the UAE. Techies, Trainers, consultants and that could be an influence of revenue out of those two countries. So when we see “The statement came after a turbulent weekend for companies tied to OpenAI. The Wall Street Journal reported that a proposed $100 billion Nvidia investment in OpenAI had stalled and was never finalised. Nvidia chief executive Jensen Huang later confirmed that the arrangement discussed last year was non-binding and did not proceed. Despite Oracle’s attempt to reassure investors, markets reacted negatively. The company’s shares fell 2.79% to $160.06 shortly after the statement was published, highlighting ongoing concern about the scale of Oracle’s financial exposure to the AI build-out.” I have a speculative arbitrary subjective view of Sam Altman (OpenAI) that he is nothing more than a lousy second hand car dealer with too big an ego. And the setting where they are ‘closing down’ the 100 billion dollar deal sounds alarming and it seems like Oracle is left with the mess of something that is in a downward spin and continues falling downward until it splatters with a sickening thump. And when we get to “Oracle’s debt burden has expanded rapidly. The company has added about $58 billion in debt in recent months, largely to finance new data centre campuses in the US, pushing total debt above $100 billion, according to analysts. Since peaking in September 2025, Oracle’s market capitalisation has fallen sharply, erasing hundreds of billions of dollars in value.” All whilst OpenAI couldn’t exist without the Oracle framework and whilst we are given all kinds of complications but there are two settings no one seems to care about. There are plenty of reasons to have a data centre, but AI doesn’t exist yet and Deeper Machine Learning (DML) and Large Language Models (LLM) do exist and they are close to magnificent, the issue is that everyone is going with the AI setting and this AI just cannot do what AI needs to be able to do and whilst we see some excellent ideas, as I see it it doesn’t give the structural settings of an additional 770 data centres are in the making and the resources that are required are rising to the spotlight and people are unhappy with it all. All this is making OpenAI (Sam Altman) rather uneasy and whilst some are shutting down $100 billion deals whilst shouting that the processors aren’t good enough and whilst Google Gemini is outperforming whatever OpenAI has and now the banks are getting jittery and the pressure gets onto the house of Oracle. I can call it that because the Pythia of Delphi gave me permission herself. So now that the bottom of the well is showing the banks go medieval on whatever they can and they try to go out from under their arrangement. Sounds like the setting banks had in 2008, doesn’t it?

But to feed an excellent software firm to the wolves to keep safe is not the good setting. As I see it Oracle will come up from all this, whilst they will stop working with certain banks as I see it. And those banks will cry like little bitches stating that it was just business (a speculative view I am holding). And all whilst I wasn’t stating anything new. This was out in the open for over 2 years. As such the banks and the media have a few thing to explain to the people and they aren’t in the mod for what some will call BS.

Have a great day today, don’t forget to have some Ice Coffee if you are in a 30 degrees plus environment (like me) and feel free to ask the media all kinds of nasty questions. 

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January 14, 2026 · 10:14

Call it like it is

That is how I usually flow, it doesn’t make me loved or at times even appreciated, but that is me, oversimplifying problems on the handle, or is that off the handle? So whilst I was watching the BS wannabe influencers going all out on Elon Musk and Grok. There are two settings. The first is some have a case, but others do not, they are all out to get the maximum out of Grok (and its owner). I tend to take a less obvious course of action. You see, what everyone is ‘ignoring’ (intentional or not) is that AI doesn’t yet exist. So this is all DML and with an optional setting of LLM. And they are powerful tools, but they are programmed and that is what some want to avoid looking at. The programmer has no or little wealth and in law Torts tells us to go after the money and that was a fact long before Donoghue v Stevenson 1932 AC 562. And that setting is still used today, where these plaintiffs go after the money. Yet I am of a different stroke. I want the issue stopped. One thing to do this is to use the risen of nonrepudiation. You and only you could have done this. So we address that in the software, there are legitimate reasons and non-legitimate reasons and ALL have to submit there data and whilst that is done, (not unlike Meta) we capture all the data we can as such we have a batter of data and it is connected to (or imbedded) into the picture, but that is not enough. The provider keeps a copy of the image with a hidden watermark (an encryption technique I designed for other reasons) and that goes with every picture. It is there hidden and that is how nonrepudiation works. We might not prevent a lot, but now we can do something about it, not tomorrow, not next week or next year. But now. And the people who don’t want to do that, they can find another solution. But this fleecing Elon Musk and whatever company he has now needs to stop because those who want to go the ‘Torts’ way are part of the problem and not part of the solution. This is how I see it.

And lets be clear, some actions like ‘nudifying’ a famous person is wrong, even if you are the husband. And lets be clear, that act is also set to a 90% likely that you are not capturing the whole and correct image, so there is that too. And weirdly enough there are plenty of stars showing off their priceless pairs in fashion shows (example: Olivia Wilde) and they are ‘willing’ to do that, so save that picture for all its worth, but leave the others alone. Now, I get it, there is always a horny teenager that wants to show off that ‘he’ and ‘he’ alone was ‘given’ an image from his star and showing this off to his friends (who are likely using the same solution) and they have their own starlet, its like the Generation Alpha version on who has the biggest dick. 

And when they realise what they have done, that usually comes when their wives are giving birth to a daughter, reality hits. That is in 15 years and something needs to be done now, as such add nonrepudiation to this equation makes people wonder what to do. Some will wipe the image, but if the provider have the copy and connected data that will not be enough. When the hidden data is added to whatever that person gives is verified, we see the first red flags erupt and that is how the game is changed and those ‘privacy’ geeks out there, there is no privacy on nudifying images and as such the woman in question gets to have the right to prosecute and the maker of the image is to be prosecuted, not Elon Musk, Not Grok because there is a whole range of reasons why a filter was created, some are funny (like the Shrek faces on everyone in a video) and a few others, some filters are there to correct like remove dopey dodger photobombing away from a photo, but to remove clothing from a person is not. 

There is a likelihood of me missing out on a few items and that is fine but the setting I needed to give is here, we need to prosecute and shame the ones doing the deed, that is overlooked by pretty much all the writers of the anti-Grok brigade. None of them is holding these people to account and adding nonrepudiation is doing just that, taking care of the culprits and those mommies and daddies saying that they were merely kids having fun need to realise that there is no innocence in that setting, they failed as educators. 

So have a great day and consider what can happen when we go after the transgressors. 

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December 22, 2025 · 17:44

Why is a stage a stage?

That is at times a decent question. Even for me, because as I write this, I do so subjectively, nearly every writer does. Writer about his point of view and I am no better (or worse for that matter). It is the merging of two points of view and these points of view are others points of view and they have their own reasoning. It is not about good or bad, points of view almost never are in a set stage. But they must be watched as they influence your own point of view and whilst some are eager to give them all a one sided setting, I learned that this is not something that tends to help. Especially if points of view are multidimensional. As such, I give two points of view and blend them to my own stage.

The first was given by Yahoo Finance (at https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html) I don’t agree with that point of view but it was a decent setting of a stage. And stages are where we are.

The first setting gives us ‘How Oracle became a ‘poster child’ for AI bubble fears’ I don’t believe in that setting, but it matters for the whole story. “Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk.” But then we get “AI optimism continued to push Oracle shares higher following its quarterly earnings reports in June and September, with AI-driven deals set to push cloud segment revenue to $166 billion in 2030. The stock’s surge in September briefly made Ellison the world’s wealthiest person. But AI euphoria quickly gave way to doubt. Investors became increasingly concerned over the rising use of debt to fund tech firms’ AI spending, just as the payoff of that spending remains hotly debated. Those concerns are evidenced in the budding demand for Big Tech credit default swaps (CDS) — financial contracts that act as insurance by letting investors bet on the likelihood that a company will default on its debt.” And that setting is somewhat important, and for those who remember the 2008 crash, they fear the stage the the CDS and that is fine, I don’t think that this setting is great, but the stage of letting investors bet on the likelihood that a company will default on its debt is not really great, it is the stage where some will set or even orchestrate the need for some to fall and that is what makes the bubble burst and I gave that setting before (at https://lawlordtobe.com/2025/12/02/aftermath/) in the story ‘Aftermath’ where I highlighted parts of the equation. It is the second part that is the setting of the stage and it is about stages. You see, we all envision a stage whether it is the real stage sets part of the question and when we consider the stage we think matters, we might look at the size, the lighting or how we move on that stage. All matters for consideration but I digress. The second story was given to us by the Motley Fool (at https://www.fool.com/investing/2025/09/16/prediction-oracle-will-surpass-amazon-microsoft-an/) and there we get ‘Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031’ where we see “Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 — corresponding with calendar year 2031.” As well as “Oracle’s push into cloud infrastructure is arguably its boldest bet in the company’s history. Oracle isn’t cutting corners, either; it is bringing on dozens of data centers online in just a few years. It has built 34 multi-cloud data centers and should have another 37 online in less than a year.” Now we have seen two not aligned stages, but the actual stage it a lot larger. You see, the others all ‘want to align’ with Oracle, but that merely means that they want the solutions that Oracle has or get the customers that have selected Oracle, but the others forget something that matters. Oracle has been the data innovator for over 45 years and no one can touch what they achieved, even in the early 90’s they were the only one who could set tables within tables and it took others close to a decade to even get close. Azure, AWS and others never got ahead of Oracle, they merely reengineered what Oracle already figured out and there is more to come. 

You see the two stages are in a larger third stage and as I see it, Oracle has focussed on the data that is needed for DML and LLM settings, but they must know that actual AI requires more and it starts with two elements Verification and Validation. There two parts are the achilles heel for anyone making the statements that this is AI (which it is not) and no matter how much you train data sets, when Validation and verification are absent the GIGO law comes into play. It was uttered in the 60’s and means Garbage In, Garbage Out. Without Validation and Verification all data becomes part of the GIGO law. Most do not realise this, or they simply do not care, but Oracle figured this out long ago (A speculative thought) and we need to consider the Oracle might be trailing on some new technology, but they are ahead in many ways, more so than either Azure or AWS. And the largest settings we see at this point if that some are ‘gambling’ that Oracle messes up, but I think that is not the case. Oracle is hanging on and that is what matters. The data centers that are coming and that are build need to make money, but that is not the stage of Oracle, they got the equipment in, they got the software in and now as these centers start making money, Oracle gets their share and as such they are the facilitators of wealth and that is until there is an actual AI and as I see it, Oracle will be the only one who will set the premise of that and that is why Oracle will surpass all others. Even Google and IBM will seek the shores of Oracle. 

A stage that might take a while, but in all this, any training data centre will owe Oracle money (and a lot of it), so Oracle can play the long game, because in that stage only Oracle will come out on top. That is how is see the stage, the size a lot larger, the lights will put Oracle in the limelight and all others will remember why Oracle is the only one who is master of data storage technology and that is why I believe that the second is part of the real future of Oracle and whomever connects to Oracle. But in all this Oracle is the most essential data solution technology out there and when I saw the ‘negative’ settings around on December 2nd, I knew that it was doom speak of some for whatever reason they had. I knew that Oracle had a different future ahead of them, a much brighter one.

Have a great day, today was cooler, so I feel decently rested, but in these warm days before Christmas I rather miss the white cold of Sweden (or Canada). 

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December 9, 2025 · 17:10

The increased revenue setting

That is what we look for and I found another setting in something called Airport technology. You see, we see ‘King Salman International Airport, Saudi Arabia’  (at https://www.airport-technology.com/projects/king-salman-international-airport-saudi-arabia/) and the facts are clear. An airport that covers about 57km², positioning it among the largest airports by footprint and is said to “KSIA is expected to handle up to 120 million travelers by 2030, and up to 185 million passengers and 3.5 million tonnes of cargo by 2050” But I saw more. You see, on the 26th of September I wrote ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) where I saw the presentation of an Near Intelligent Parsing (NIP) thought that could revolutionise lost and found settings in airports, on railway stations and a few other places, the instant winners of this idea would be Dubai International, Abu Dhabi international, London Heathrow and several other places and now also King Salman International Airport (KSIA), I would make some alterations to it all. In stead of entering it all, use PDA’s to records the data as it happens and when it is all entered use what they use in Australian hospitals for wristbands, print that data and attack it to whatever is found. If this is properly done, it will be done in mere minutes and within an hour people can look for the items, they could pick it up on the way back, in some cases it could be delivered to their hotel. This would be customer service of a much higher degree. And as I see it, the five airports (namely King Khalid International Airport, King Abdulaziz International Airport, King Salman International Airport,  Dubai International Airport and Zayed International Airport) could become the frontrunner to make an Near Intelligent Parsing (NIP) solution (not calling a solution based on DML/LLM AI) that could be the next solution for airports al over the world and there is some personal gratification to see America talk about how great their AI solutions are, whilst the little guy in Australia found a solution and hands it over to either Saudi Arabia or the UAE. A solution that was out there in the open and players like Microsoft (Google and Amazon too) merely left it laying on the floor and the elements were clearly there, so I hand it over to these two hungry places with the need to see what it can offer for them and in this it isn’t mine. It was presented by Roger Garcia (from Interworks) and the printing setting is already out there. Merely the joining of two solutions and they are done. So as I see it, another folly for Microsoft (honestly Google and Amazon too). This setting could have been seen by a larger number of players and they all seemingly fell asleep on the job. But if I know what Saudi’s and Emirati’s do when they see something that will work for them. They get really active. And so they should.

And consider that these airports will cater to close to half a billion travelers annually, and as such they will need a much better solution than whatever they at present have and there is the setting for Interworks. And when these solutions set the station towards delivering what was lost, the quality scores will go skywards and that is the second setting where the west is bottoming out. One presentation set the option from grind to red carpet walking. A setting overlooked by those captains of industry.

Good work guys!

So whilst I start preparing for the next IP thought I am having there is still some space to counter the US and its flaming EU critique. Let us remind America that the EU was the collection of ideas from America retail who were tired of dealing with all those currencies and in the late 80’s AMERICANS decided to sell the Euro to Europeans, all because they couldn’t sort out their currency software (or currency logistics) and now that it starts working against them they cry like little girls. Go cry me a river. In the meantime I will put ideas worth multiple millions online and let it fly for the revenue hungry salespeople (and consultants). In this case it wasn’t my idea, I merely adjusted an idea from Interworks and slapped some IP (owned by others) to make a more robust solution. I merely hope to positively charge my karma for when it matters.

Have a great day, except Vancouver, they are still somewhere yesterday.

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December 2, 2025 · 18:09

Aftermath

That is a setting I never really contemplated, but the Guardian did and they did a terrific job, they even had a reference to the 49’ers, which will make Jeremy Renner happy. The article ‘The question isn’t whether the AI bubble will burst – but what the fallout will be’ by Eduardo Porter (at https://www.theguardian.com/technology/2025/dec/01/ai-bubble-us-economy) hands us a few sides, a few I never considered as I was looking at the techno stuff, but here we see: “300,000 people flocked there from 1848 to 1855, from as far away as the Ottoman Empire. Prospectors massacred Indigenous people to take the gold from their lands in the Sierra Nevada mountains. And they boosted the economies of nearby states and faraway countries from whence they bought their supplies.” 

Which gives root to the expression 49’er and it continues giving us “Gold provided the motivation for California – a former Mexican territory then controlled by the US military – to become a state with laws of its own. And yet, few “49ers” as prospectors were known, struck it rich. It was the merchants selling prospectors food and shovels who made the money. One, a Bavarian immigrant named Levi Strauss who sold denim overalls to the gold bugs passing through San Francisco, may be the most remembered figure of his day.” 

And then we get the first sliver “How else to explain Nvidia’s stock price, which more than doubled from April to November, based entirely on the expectation, nay hope, that AI will produce a super-intelligence that can do everything humans do but better. Nvidia – like Levi Strauss back in the day – is at least selling something: computer chips. The valuations of many of the other AI plays – like Open AI or Anthropic – are based largely on the dream.” 

But there is a missing cog, this technology needs dat storage and that is where I saw the failing of others and the failings of those overlooking data technologies. Oracle is intrinsically connected to that, Azure needs it, Snowflake prefers it and pretty much every data vendor is connecting to Oracle to get it all done in the background, and that is the sliver. Oracle is intrinsically connected to it all and it is the tamer of the data beast or better stated the data demon. As Oracle brings out tools and optionally data settings within their AI storage settings to handle validation and verification, all others will need to adhere better and deeper to the Oracle foundation to even survive. Pretty much all the sources that see the dangers of what some call AI and is clearly nothing better than a DML/LLM engine will see that these two elements are essential to get the LLM engine to do anything that matters and that is where the bonus of Oracle currently resides (as I presumptuously see it) To show this, I will take you back to 1984

User comments

See here, this is what chess computer’s looked like. You press the chess piece you want to move and you push the square where it lands. That is the foundation of the chess computer. In the ‘underground’ of that chessboard are (figuratively speaking) two chips. One had the knowledge of chess, the second chip (mainly memory) has every chess match known to mankind (basically all games all grandmasters have ever played), the program sees what moves are made and that setting is translated to a ‘position base’ and it will look at all the matches who it can foresee what moves are coming. This is great for the player, as it now needs to make an illogical move to throw over the thinking of the computer and make it their bitch. This was pretty much the fist stage of Machine Learning and as todays computers are more clever, there resolution is no way better, It can only set foundation of what it learned, that is the simplicity of knowing that AI doesn’t yet exist.

So back to the story “As I pointed out in my last column about AI, Gita Gopinath, former chief economist of the International Monetary Fund, calculated that a stock market crash equivalent to that which ended the dot-com boom would erase some $20tn in American household wealth and another $15tn abroad, enough to strangle consumer spending and induce a recession.” And I have no way of knowing that setting, but as I see it, like Levi Strauss and the makers of bubbles (like in image one) someone has to supply the soap water and more important the jeans to not put once ass out to frolic and in that second setting Oracle comes in and even as I see the ‘panic drivers, saying that Oracle is dangerous’, there is another setting. Whatever comes out of this, whatever survives, most only survives on Oracle solutions. And that is what is left unspoken. Should Oracle add the Validation and Verification tables, they will be the only one raking in the gold when True AI comes, because it is not merely the missing part I discussed earlier, someone needs to set the record straight on what is optionally to be trusted and that is where Oracle sets the mark.

Which leads to “AI could produce a similar landscape. A critical determinant is how much debt is at stake. It wouldn’t be such a problem if the bubble were financed largely from the cash pile of Alphabet and Amazon, Microsoft and Facebook. They might lose their shirt, but who cares. The worrying bit is that it seems they are increasingly relying on borrowing, which means the prospect of a bursting bubble would again put the financial system at risk.” These systems are using the data as currency, as I see it, Oracle is putting its technology up for usage and that is a pretty safe way to do this. This is whyI have faith in Oracle, that is why I see Oracle as the one surviving the goldfish like a champion, because they are doing what Levi Strauss did. These data vendors are relying on data to clothe them, but if that data is not properly managed, they end up having nothing. Yes, Microsoft will survive, but at a level that is likely 2 trillion lower than it is now. And that is mainly because it wanted to be on top of things and they got (I think it was) 24% of OpenAI, but as that bursts, Sam Altman will have even less than I have now (and I am ridiculously poor) and that cargo train of debt will hit Microsoft square in the face, Oracle will get some damage, but not nearly as much and the world will need their data solutions. Why do you think everyone wants to connect to Oracle? It is the Rolls Royce of data collecting and data storage. And that is perhaps the only issue with that article, there is zero mention of Oracle.

So as we get “Big Tech has raised nearly $250bn in debt so far this year, according to Bloomberg, a record. Analysts at Morgan Stanley suggest that debt will be needed to fill a $1.5tn funding gap to ramp up spending on data centers and hardware. Problematically, it is getting hard to follow the money, as Nvidia, Open AI and others in the ecosystem buy into each other, clouding who, in the end, will be left holding the bag.” And there is one think wrong with this. Stargate is said to be $500bn, so there is a gap in all this and I reckon that the damage will be significantly worse, that is beside the small non mentioned fact that America at present has 5,427 data centers, how many of them and to what degree are they all set to ‘their version of AI’? So what is set in what some call Blue Owl solutions (like Meta) and what happens when those solutions ‘bubble out’ (collapse might be a better phrase) so when that happens, how much damage will that bring, because as I see it (not wearing glasses) the $1.5tn funding gap won’t even be close what is required. But that is just me speculating, so feel free to (I insist) that you get your own verifiable numbers. I reckon that between now and 2029 the return of a backlogged $4 trillion return on investment is required. So taking “a banks perspective”, an inaccurately amount of $292,500,000,000 in revenue needs to be shown for that bubble not to come and that is out of the question, but the setting that Eduardo Porter gives us, is what comes next and he gives it to us as “the Superhuman – can only come about by dropping LLMs – which are essentially massive correlation engines – and switching to something else called a world model architecture, where machines develop a “mental” model of the outside world.” It is a nice sentiment, but I do not completely agree with that. Correlation engines have their use and there is use in a DML/LLM setting, but identify it as such, not claim ‘AI does it’. Because it won’t and it can’t, but there are options in Oracle to upgrade the data you have and that is instrumental in surviving this bubble burst. And I have seen the folly in several places and that might set a better station down the road, because when true AI cones, it still needs data and if that data was managed, validated and verified in Oracle (preferably), half the war of that solution bringer is solved. 

So I need a different hobby, slapping Microsoft and AI evangelists is nice, almost a public service but I need a new idea for gaming IP, because that makes me happy and I like feeling happy. So whilst some think that “Nvidia, Open AI and others in the ecosystem buy into each other” is the hard core evil stuff (and it might be) there is a setting it reminds me of, it was in the 90’s and these ‘consultants’ were all into the need of funny money in the form of assignments, the issue was that when they had to show results they immediately took another job and took their ‘knowhow’ to greener shores and all the time this happened the shores were all becoming less and less green. This has the flair of that setting and to some degree the feel. 

I might be wrong on that last part, but that is what I feel on this, especially as the big players are buying into each others solution and handing each other pieces of paper that in the end has as much value as a roll off toilet paper.

It might not be eloquently phrased, but there is a time for that and this is not it, as speculated shit is about to hit the walls and if you are lucky it happens after Christmas (that is almost certain) but in the end, the invoice is due and that is where the CFO’s will show that as they embraced the Blue Owl solution, their company is saved. I would depend on and side with whatever Oracle has, it is not based on facts, it is a feeling and that feeling is strong at present. And in support I see (9 minutes ago) ‘Ooredoo Qatar announces strategic partnership with Oracle to deploy Oracle Alloy sovereign cloud and AI platform’, they didn’t go towards Microsoft, AWS of a few other settings, they trust Oracle and that is what plenty of others need to do.

Have a great day, I am now 8 hours from midweek, not a bad deal for me today and as the sun is shining brightly, I might hide in a winterly Hogsmeade whilst playing Hogwarts Legacy. Gaming is not a bad hobby to have in this case. Because the bubble is out of my control and I am happy to watch it all explode a day later (of whenever that is), most of the garnish news has been drowned out by real news at that point.

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November 30, 2025 · 08:50

When politicians become delusional

That is what I saw two days ago when the BBC gave us (at https://www.bbc.com/news/articles/cq8dq47j5y8o) ‘South Africa hits back after Trump says US won’t invite it for G20 next year’ the article gives us the setting “South Africa’s President Cyril Ramaphosa has described as “regrettable” the announcement by US President Donald Trump that South Africa would not be invited to take part in next year’s G20 summit in Florida. In a social media post, Trump said South Africa had refused to hand over the G20 presidency to a US embassy representative at last week’s summit in Johannesburg.” As well as “Ramaphosa said in a statement that the US had been expected to participate in the G20 meetings, “but unfortunately, it elected not to attend the G20 Leaders Summit in Johannesburg out of its own volition”. He however noted that some US businesses and civil society entities were present. He said that since the US delegation was not there, “instruments of the G20 Presidency were duly handed over to a US Embassy official at the Headquarters of South Africa’s Department of International Relations and Cooperation”.” There is as I personally see as I see it a second reason. Is the reason perhaps that America is in such a disastrous financial situation that he felt compelled to evade the G20? He can approach the entire setting to the press with ‘Quiet piggy’ settings, but the 15 strongest economies can not be answered in that same manners. There he has to answer and his department of War and the house of missing coins can’t shield him from that. This year Canada took home the beef, the champagne and the bacon. Next year? That is something he is unwilling to face at present. He needs to be reinsured that all the trillions that are changing between hands over 7 companies will do him good and at present the setting of Stargate is currently set at a economic windfall of minus 500 billion and that was not what he advertised a year ago and it is merely one of several failures. And at present these 7 big bloated companies are at best bringing in 3% of what is required (an inaccurate presumption) but that setting is what he is looking at and at present there is no upside to the numbers of 2027 and 2028. 

The image above was shown in LinkedIn, I never thought of it this way, where we see “The entire U.S. economy right now is seven companies sending one trillion back and forth to each other” that is how it could be seen (credit of image unknown) but is that GDP revenue? I reckon that some might validly disagree and that is before you consider what OpenAI is costing America and Microsoft (at 3% revenue it isn’t really an asset is it?)

And beyond that tourism is falling flat, and America is representing itself to be nothing more than a third world country, the president of the United States is likely to be marginally better than South Africa or Argentina, making it 17th place at best. The GDP setting in December 2024 (which was 29185) will be seen as a jolly time, by next year America is likely (a clear speculation) to be less than 13913 making it a little more fortunate than India which manages this at 5 times the population. Would you gathers in that crowd after you proclaimed year after year that America was doing so well? The defense industry is losing revenue, tourism is down massively and that Oxford Economics report stating that it is costing America $50 billion, which is 400% worse than the numbers we see thrown in the media. Then jobs are down and as I see it retail is massively down. in addition we see Aluminum smelters are down, only 4 in 24 are operating. They cannot deal with the unsustainable operating cost and that list goes on. So what happens when soda cans become an issue? American dream states are set to operate a soda can, opening it and drinking it (in the Miami sun), so I reckon that 2026 will bring its own entertainment to behold and at present , I reckon that President Trump is merely showing up to do some photo moments, so who will be ‘advocating’ how well America is doing?

I reckon it sucks to be the the man in charge at the Federal Reserve. And only 8 hours we were given “Federal Reserve has managed to push up bank reserves for 4 weeks now, but they’re running out of tools in the toolbox and will soon have to resume asset purchases, euphemistically called “QE” for quantitative easing, i.e., money printing:” (source: E.J. Antoni, Ph.D.) so as we accept that Jerome Powell is (for now) the Chair of the Federal Reserve of the United States. I cannot recall that America has given any voice to the effects (or benefits) of Quantitive Easing. So is it real? What is Jerome Powell up to? It is a fair question as President Trump doesn’t really understand economics, optionally even less than me. As I see it, he filed for bankruptcy 6 times, the last time was due to the 2008 mess, so if people argue 5 times I would accept that. As I see it, he needed to make Jerome Powell his best friend and seek his assistance in avoiding the setting America is facing these days. And my smirking sense of humor (an evil one) is wondering if America can even afford hosting the 2026 G20 summit. As I see it (and I might definitely be wrong) is that America is using South Africa to get the 2026 setting taken away from them. As I see it, Canada or the EU is a much better place in 2026. There might be a reason to hope for Canada, as he will see it as a reason to make the speculative statement that he is leaving the G20 to his 51st state (making Canadians angry to say the least). 

But as I see it, I actually don’t know. And I reckon that most DML systems cannot either as this setting has never taken place before, the American economy is in an mess and not a good one.

This is what you call the perfect setting to be hosting the G20 in 2026, apparently in Miami, so order your sodas in advance. 

Is there more bad news, is countered by me with ‘Does there need to be?’ A setting that is voiced by many. As I see it, the GDP in 2023 The gross domestic product (GDP) for the Los Angeles metro area was approximately $1.30 trillion in 2023, now we know that Los Angeles had dreadful fires, but the current situation isn’t helping and what will California report in revenue for 2024 and 2025? We will know some of these numbers in December, giving a lot more visibility to the hardship America is facing and there is no hiding from those numbers (playing them will be worse). America is stopping to be a great place to be and as I see it, there aren’t too many countries lining up to be their friend at present. Trump squashed that route of healing too.

Have a great day, I am almost late for breakfast.

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November 24, 2025 · 20:46

The call of reality

That is what seems to be happening. The first one was a simple message that Oracle is doom headed according to Wall Street (I don’t agree with that), but it made me take another look and to make it simpler I will look at the articles chronologically. 

The first one was the Wall Street Journal (4 days ago), with ‘Oracle Was an AI Darling on Wall Street. Then Reality Set In’ (at https://www.wsj.com/tech/oracle-was-an-ai-darling-on-wall-street-then-reality-set-in-0d173758) with “Shares have lost gains from a September AI-fueled pop, and the company’s debt load is growing” with the added “Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Oracle has been one of the companies hardest hit” but here is the larger setting. As I see it, these stocks are manipulated by others, whomever they are Hedge funds and their influencers and other parties calling for doom all whilst the setting of the AI bubble are exploiters by unknown gratifiers of self. I know that this sounds ominous and non specific, but there is no way most of us (including people with a much higher degree of economic knowledge than I will ever have) And the stage of bubble endearing is out there (especially in Wall Street) then 14 hours ago we get ‘Oracle (ORCL): Evaluating Valuation After $30B AI Cloud Win and Rising Credit Risk Concerns’ (at https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-evaluating-valuation-after-30b-ai-cloud-win-and/amp) where we see “Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism, Oracle’s 1-month share price return of -29.9% and a year-to-date gain of 19.7% tell the story: momentum has faded sharply in the near term. However, the 1-year total shareholder return still sits at 4.4% and its five-year total return remains a standout at nearly 269%. This combination of volatility and long-term outperformance reflects a market grappling with Oracle’s rapid strategic shift, balance sheet risks, and execution on new contracts.” I am not debating the numbers, but no one is looking to the technology behind this. As I see it places like Snowflake and Oracle have the best technology for these DML and LLM solutions (OK, there are a few more) and for now, whomever has the best technology will survive the bubble and whomever is betting on that AI bubble going their way needs Oracle at the very least and not in a weakened state, but that is merely my point of view. So last we get the Motley Fool a mere 7 hours ago giving us ‘Billionaire David Tepper Dumped Appaloosa’s Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform’ (at https://www.fool.com/investing/2025/11/23/billionaire-david-tepper-dumped-appaloosas-stake-i/) we see “Billionaire David Tepper’s track record in the stock market is nothing short of remarkable. According to CNBC, the current owner of the Carolina Panthers pro football team launched his hedge fund Appaloosa Management in 1993 and generated annual returns of at least 25% for decades. Today, Tepper still runs Appaloosa, but it is now a family office, where he manages his own wealth.” Now we get the crazy stuff (this usually happens when I speculate) So this gives us a person like David Tepper who might like to exploit Oracle to make it seem more volatile and exploit a shortening of options to make himself (a lot) richer. And when clever people become self managing, they tend to listen to their darker nature. Now I could be all wrong, but when Wall Street is going after one of the most innovative and secure companies on the planet just to satisfy the greed of Wall Street, I get to become a little agitated. So could it all be that Oracle was drawn into the ‘fab’ and lost it? No, they clearly stated that there would be little return until 2028, a decent prognosis and with the proper settings of DML and LLM finding better and profitable ways by 2027 to find revenue making streams is a decent target to have and it is seemingly an achievable one. In the meantime IBM can figure out (evolve) their shallow circuits and start working on their trinary operating system. I have no idea where they are at present, but the idea of this getting ready for a 2040 release is not out of the question. In the meantime Oracle can fill the void for millions of corporations that already have data, warehouses and form settings. Another are plenty of other providers of data systems.

So when we are given “The tech company Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI), thanks to its specialized data centers that contain huge clusters of graphics processing units (GPUs) to train large language models (LLMs) that power AI.

In September, the company reported strong earnings for the first quarter of its fiscal 2026, along with blowout guidance. Remaining performance obligations increased 359% year over year to $455 billion, as it signed data center agreements with major hyperscalers, including OpenAI.”

So whilst we see “Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI)” we need to take a different look at this. Oracle was never a strong beneficiary of AI, it was a strong vendor with data technologies and AI is about data and in all of this, someone is ‘fitting’ Oracle into a stage that everyone just blatantly accepts without asking too many questions (example the Media). With the additional “to train large language models (LLMs) that power AI”, the hidden gem is in the second statement. AI and LLM are not the same, You only partially train real AI, this is different and those ‘magnificent seven’ want you to look away from that. So, when was the last time that you actually read that AI does not yet exist? That is the created bubble and players like Oracle are indifferent to this, unless you spike the game. It has stocks, it has options and someone is turning influencers to their own use of greed. And I object to this, Oracle has proven itself for decades, longer than players like Microsoft and Google. So when we see ‘Buying the sector that Wall Street is bullish on’ we see another hidden setting. The bullishness of Wall Street. Do you think they don’t know that AI is a non-existing setting? So why go after the one technology that will make data work? That setting is centre in all this and I object those who go after Oracle. So when you answer the call of reality consider who is giving you the AI setting and who is giving you the DML/LLM stage of a data solution that can help your company.

Have a great day we are seemingly all on Monday at present. 

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