Tag Archives: DML

June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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June 21, 2026 · 10:52

And just like that

So, here I was (actually I was there, my mind pointing east) and an idea crossed my face, you see, I just watched a Managuan walk (that’s a walk in Monte Carlo) and the warm spring sun was oozing over the YouTube video into my face when an idea occurred to me and this article (optionally a mere story) is meant for Larry the Oogly Googly Googler Brin (are you reading this Larry?) Because this is the second idea where you could gain billions in revenue, as I see it, you already dropped one idea, so it might be an idea to take notice of this. 

The story can start in many ways, like ‘Once upon a Time passing a Ferrari’ or ‘as I walked past the donna splendida walking the streets of Monte Carlo’ buy I am going with the stage of Directed Advertising, a new concept by me little old LawLordToBe. So as I was watching a video (not the one in the image below).

You see a car, but you are not sure what kind of a car it is (in this image, the color is a bit of a giveaway), women want to click on the woman on wonder what fashion this is. But Google has the DML expertise to turn any moment on any video into an advertisement and the pop-up gives all kinds of options. That is billions in revenue, optionally it is also a knowledge setting because I know that the building behind it is the Monaco Casino, but no everyone does, and as such any video becomes the starting ground of what call Video Content Analysis (VCA), Video Analytics (VA), or Intelligent Video Analytics (IVA). And all this related to advertisement revenue. There is a need to cull the use of it, because the mainframes of Google will go GoGo at the setting of this, but out could be a setting that in the beginning only those with YouTube Premium will have and that might get a lot more people towards Google Premium.

So Larry, what do you think of this. I reckon that Microsoft with all the copilots and claimed AI settings cannot get near what you could offer, but that is life for them. So as my mind goes all over this again, there is the settings of shops and locations that are stage for this, and with every video that has GPS metadata inserted, It merely becomes easier in the long run. But consider all the videos you already have, it would be the breeding grounds for loads of advertisements (like shops) and that is merely the statical setting. When you get to the next iteration of this, you could scan the car wanted and insert the colours in the brand advertising, allowing for a new level of advertisement branding. Cars make the most sense, but it could be a (motor)cycle as well. Time never stops in this setting.

You simple never know what interesting settings you encounter and DML could make short work of the encounter and merely give you the ups and downs of what you referred to. Well that was it for today, perhaps tomorrow I will look at what the news is bringing, because this morning I got way too much Trump reality (Which is a delusional weirdness) to say the least. 

Have a great day.

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June 18, 2026 · 11:04

Out of the pink

Yup, that’s me, not out of the blue, so I had to think of another colour. Out of the Teal was too close to blue, so it defeated the purpose, then there was red, but it was too aggressive. So, out of the pink it became. My thoughts tend to be all over the place and I was thinking of the old Activision game Hacker. So, consider that it was based to what we thought it was thinkable in the 80’s (with only 38KB memory). This is not a setting we need to consider today, the average mobile has 10 times the memory we used to land on the moon, as such we have some degrees of freedom. The issue becomes when we consider a multitude of games like Hacker and Paradroid. Not to copy, but the settings there is one that can lead to all kinds of new IP and these games are lost and mostly forgotten. So consider that we have an AI setting (an Actual True AI) so we get that to play with, but the sinister setting is not that it is all it is cracked up to be, because the people were gone decades ago and now we get to resolve what there is. So in comes an unknown entity (largely unknown) and it can resolve the settings it sees with tech more advanced that we have seen over the coming century. So the game starts as an observation game, but the video links are giving us clues. From there, we get to the industrial stage. These systems can replicate, but they need fuel. So its first function is search for fuels it can use to replicate. At this the link to Paradroid comes into play. We get to ‘infest’ the visible droids we see and they can set us towards new areas. And from there we get to new places and see new things. I partially write bout this before (somewhere last year) and set it to an Earth-Mars setting, but with disclosure day upon us, we can take a much further aim to what we are looking for. More importantly, this could be a near infinite game. I don’t believe in infinite, but near infinite is a much nicer way to tell the audience, this is a game that could fuel you for a long time. So if the goal is conquest, we can always see the edge of what we can do and see, but if the goal is data, that setting becomes near limitless. Consider the ‘aliens’ in AI, if this is what we envision, what would be the edge of what they would see? 

There was something serene about that view by Steven Spielberg. I am still curious how Stanley Kubrick would have set that pace (because it was a little too sweet for his view on matters) but that is my interpretation of what I know of Stanley Kubrick and that gave me the setting on the creation of lore in the stores that this game could stage. You see, there is no real AI, but there is the setting of DML/LLM and lore can be spun around those two stages. You see, we can go about it again and again, but when you get a repetitive story, the fun dwindles down to a small trickle. So to counter that, we need to create a intelligence that uses the internet (in part) to set the stages for millions off gamers and hen we get a stage where we have the profile of dozens of writers (from Charles Dickens, Jane Austen, Charlotte Brontë, Edgar Allen Poe, George Eliot, Homer (not Simpson), Sophocles, Euripides, Aristophanes, Plato, Herodotus, Miguel de Cervantes, Harry Mulisch and it is not based on one writer, as we get elements of romance and intrigue intertwined the result is a mix of Jane Austen/Charlotte Brontë whilst the intrigue part is set to George Eliot/Herodotus and these aren’t mere settings, the intelligence is vast and diverse, as it needs to be, so the connections are towards a gaming mainframe that passes along the lore towards the stage of play. This would be a monumental undertaking and it is not a given that it is simple. But this level of diversity has never ever been achieved and that is where the larger benefit is. A stage where we see a multitiered Producer-Consumer Model that has s fas as I considered it never been achieved in gaming before, so this will take a level of understanding that is unique and could become the game changer and it makes sense as it is not merely a ‘single setting’ this could be the evolving door towards RPG lore creation. The writers are known, but the materials it creates are a diverse amount of layers that were never part of these writers. It becomes a whole new field of IP and even as AI doesn’t exist, DML and LLM do and they do all the heavy lifting. It could also diversify the engines that are currently in existence. So we see Steven Spielberg and Stanley Kubrick, but what happens when we replace the stage from Steven Spielberg and replace his settings with Graham Greene? What do you think that does to the lore of the story, when AI gets a distinct ‘The Third Man’ touch to the story? This is what we aim to go for, where we get to the story, what happens when the elements become interchangeable? Don’t think that I cam sup with this and it is simple. This might be the next stage in gaming and it becomes a much larger setting towards the exploitation of gaming lore. And exploitation is about right, because we might be harvesting writers style, but this setting ha never been done and that is the solemn goal of any designer, to be the one making a difference and as far as I can tell, this has never been tried or even succeeded before in gaming. But that is what makes the next idea exciting. Not merely because it is new, but because this approach towards dynamic lore has never been achieved and perhaps there was a reason for that in the past, but we have a lot more space than the CBM-64 about 64,000,000 times more and that is merely for the storyline to be created and when that works we can focus one the long term approach of making an actual never-ending story, the insert of the sacrificial Artax becomes optional. But that is my sick sense of humor and I am still privy of making Sir Hiss (Terry-Thomas) becoming the rope that saves Artax, but that is my sneaky sense of humor. 

So you all have a great day and consider the hints I have in this story, so where does this make waves? It’s up to you to see where this is possible.

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June 4, 2026 · 10:33

Kettle calling chopstick black

That is the setting and it is given to us by the BBC (at https://www.bbc.com/news/articles/cq6peqrnzpro) where we see ‘MI5 warns Chinese spies using job websites to target government staff’, as I see it, it is time to go into Monty Python mode with ‘Howls of deriving laughter’. You see NSA, MI5, MI6, DGES and I suspect the BND have been doing the very same thing for over 30 years. They sugarcoated it through certain captains of industry to ‘offer’ interesting jobs and then after additional vetting, they gave these people a second income and until 2010 that was a safe trip, but as I see it President Trump put his oversized clown shoes in that setting messing things up. In addition the Western economy took a nose dive. So the previous settings do not hold water and the NSA is confronted with ICE, MAGA and Karen’, so their job is a little harder still. The article gives us “In a joint warning issued in a bulletin by the Five Eyes alliance, made up of UK, US, Australia, Canada and New Zealand agencies, it warned undercover operatives are using legitimate sites including LinkedIn, Indeed and Upwork to advertise fake analyst jobs. Applicants are then pressurised into revealing “non-public” information which can be used by the Chinese military intelligence service.” And there are two elements missing from all that. The first is that there is little need for pressurization, the second one is that places like LinkedIn seems to have cornered the stage where industrials have been for some time Ghosting job applicants, or putting fake jobs out there. So, in comes Huawei or Tencent offering optional jobs? These applicants are suddenly roaring with intent to do well. So I don’t think ‘pressure’ is needed. 

Then we get a few other settings. As I (optionally delusional) see it, Sergey the Oogly Googly Googler Brin with his two hundred and fifty thousand millions owes me $3M (post taxation) and yes, it is delusional, because as I see it, Google uses my written words to train its Fake AI called Gemini. And I am super pro Google, but as I see it all AI is fake. True AI doesn’t exist yet (not for at least a decade) and I gave several articles pointing that out. Someone said that (about two months ago) that per article this amounts to $1.5 million and over 5000 transgressions on my articles sets the ‘expected’ (and optionally delusional) stage that I am due at least $3,000,000 post taxation. I’m not claiming that I have any right to his fortune, merely to what might optionally be mine. Make of it what you will. And there is more. Australia housing is rubbing people the wrong way (not intentionally) there is housing crises and people cannot afford anything. Some are identified as refusing an allocated twice, whilst the second event was that they were in heart surgery. How is that fair? Then we get the stage where in Australia we hear about experience underpayment or are denied mandatory leave. So in this setting and I reckon the same setting is seen in the United Kingdom people are willing to listen to job offers from Tencent and Huawei (China), Aramco (Saudi Arabia) and ADNOC (UAE) and these people are seriously looking for talent and the latter part is mostly Australia and the United States, but after all the bad news people are seeing, China now has a real option to put pressure on the workforces in the west and there is need for these skills. So whilst we see that jobs are los to AI (which is utter bogus) the reality is that bosses keep friends and their friends employed because the budgets are dwindling and they need people to sit in that same place so that they are safe and that is how an entire workforce is valued out of a job and these people are often the true innovators. Not their bosses or the friends that they have. They are in it for themselves and it is seen all over the workforce in a near global setting. So there are more people willing to listen to the people who are actually talking to them. 

That is the reality of theater and it affects the work sphere of places like MI5. But GCHQ was on this workhorse for over 30 years, so turnabout is almost fair game (MI5 will not see it that way). This situation isn’t merely UK, it is the United States and the entire Commonwealth to a larger extent. I have no idea how it affects India, because they have the most skewed workforce on the planet, but I reckon they are in a similar spot, especially the learned DML workforce. But didn’t they see this coming? Especially the United States. 

So whilst the workforce in nations is seeing raw deals and unfair treatments, these workers are willing to listen to anyone giving them a fair shake. So whilst the BBC emphasizes on “UK will not tolerate Chinese spying, minister says after MI5 alert” we get that this is a truth, but the UK has been doing this for decades and now that the UK (others too) are vulnerable the danger is a lot more real than it was pre 2010. So whilst we see “Workers who could be targeted range from security clearance holders to academics and think tank employees, it warned.” The danger is a lot more real as the captains of industry have been sidelining their aging workforce as being too expensive and that is where the knowledge is and when these people are gone to other shores the brain-drain sets in in a most unexpected way. And these sidelines people are no longer to be the willing assistant of some young upstart who had the inside track because he had the diploma that sounded awesome. A diploma without experience is merely someone holding a printed piece of paper, not the knowhow that a company needs to make the revenue real. 

So that is my bit on the matter and would I, considering what Huawei, Aramco or ADNOC could offer me? Most definitely. When you realize that being valued is good for the soul, the soul will seek sunny shores. It always does. We have learned the hard way that companies no longer rewards loyalty, not for over a decade, so the older workforce is looking towards places that allows them to be valued for a little while longer. So whilst we see that the tea kettle is calling the chopsticks black, realise that the kettle started it all in the early 90s.

Have a great day today, optionally valued too.

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June 3, 2026 · 16:02

The brain jostles

That happens, in my mind there is an eternal struggle for dominance (not in a bad way) but the back of the mind saw something and it is trying to work it out, whilst me, myself and I are also in need of that grey matter. The back of the mind saw a DARPA challenge of ‘Triage Challenge (DTC)’ with the subtext “Transforming how medical responders triage in mass casualty incidents by advancing scalable, timely, and accurate tools.” But the brain (mr Grey) saw that the bottlenecks is not a setting of operation, it is one of adherence. It doesn’t make sense. But consider that a nation has 15 million people and they all trusted Microsoft (there’s a thought) , but as they trusted AI (for whatever reason) and now we have 15 million unresponsive people. So, Mr Grey decided that the setting is not that you need to get to people, you need a solution that can be deployed at any place in that nation and from there the settings come calling. So Mr. Grey decided to employ a call centre and treat every person like it is part of a call centre. Confused? I thought you were, I was too. But consider that you have two stacks one with medical personnel and one not. The call centre setting makes every doctor important and that is the call. So whilst you have a doze doctors making calls and only a higher doctor can overrule a lower doctor, but then you get a new call centre where the pool comes from Nurses-Doctors-specialists and you refrain from bottlenecks you get a new kind of triage. So stop getting a dozen beds because you only have a dozen doctors, you get 60 beds because all the medical staff can determine casualties and disregard initial low calls, these low calls are not dismissed, but the pressure to get the important casualties are not restricted to these 12 beds. What does happen is that this call centre approach needs to work differently and that takes a logistical side, A new medical call centre approach so whilst we are given that there is a new consideration. So out of hand, consider that a hospital has a dozen forms, but instead of dispersing these forms, each doctor has all the forms, they are collecting an storing information and they print out a QCode, which has all the information and is attached to the person (like a Pandora chain on the wrist) and when there is more than one QCode charm, higher people look at this what might be required. And as this is all read on the spot, all whilst the tablets read and collect everything now, the equation changes. This allows for mass collection and triage abilities to move forward. It requires a great deal of discipline, but those in triage tend to have an abundance of those, but as I see it, triage tends to rot; l with the punch and the overlay of suddenly thousands of people needing access to triage makes for a weird situation, as such my brain works out in seconds that this requires a different approach, so whilst some need more nurses, we get the setting that 50 nurses record what needs to be and every doctor has its own nurse making judgement calls on people part of this was seen in Pearl Harbor (the movie) and they worked with what they had, but now we have and can deploy QCodes in seconds, so the track of the bottle neck changes and as these QCodes are deployed, people can be moved to a better site for treatment rather quickly. From there we get. New setting that power is less of an urgency and if these tablets have replaceable batteries, the downtime becomes very low and these batteries can be charged in a hospital and one box could contain 50 batteries, resetting the bulk of all tablets in seconds and DML allows for a much faster deployment of forms and most technology is already there to scan these forms and make them digital. No we merely need to traverse this setting to a QCode answer and the triage setting is near complete. You might have to add forms as one setting (like Pearl harbour) is not the same as another (Esso Chemical Rotterdam), they all have there own settings, but burn forms, respiratory forms and blood form have a near global setting, Doctors tend to have the same global talk and their writings all lead to a free ticket to a museum (small joke). So that was what Mr. Grey figured out in less then a minute. 

I was still in play mode and whilst I am not surprised that Sony tends to overwhelm any person who enjoys gaming, I still was blown away with what Sony produced in its state of play. You see I like racing of a kind and perhaps I was a little attached to the settings that Sony gave us with Grand Turismo (1-4) and Need for Speed underground (GameCube) or Project Gotham Racing (Xbox360), but today Sony blow the cover out of all of them with Stuntman Hollywood. A racing challenge with a difference. It looks good, but will it play awesome? Time will tell, but I didn’t see that one coming, so I got my wow factor. And as icing on the cake there was God of War Laufey, new character, new gameplay and new graphics. Everything a growing player needs for his or her diet. Still as I got the joules from my grey cells, mr Grey decided to consider a few more options in the situation he obviously is seeing as resolved. The QCodes go on a chain and the chain is also a data carrier and goes around the neck of the patient. The qcodes are added to that chain, but as I see it, the chain copies all the qcodes that are added and that chain might also collect physical setting, like an elongated smart ring. And it can all connect to the tablet of the doctor who is then getting additional knowledge and give the chain a code that gives it a colour. All setting a new conditional setting to triage and when triage is given in a remote location it merely enhances the information the doctor has access to. Where the qcode was added, where the person has been and from there we get a new kind of triage, because triage comes from the 1700s by Baron Dominique-Jean Larrey, the chief surgeon for Napoleon’s army. He started to sort the wounded, but we now have sort abilities that do not need a doctor, a nurse might do and even then there are some parts that need no medical staff, it merely needs to be recorded (hence the smart chain) and as the QCodes are added, the picture becomes more and more complete. Some need to get more tests, but if you consider that the goal is to reduce the severity of the wounded, we could walk a different path, a new path, not disregarding what we have, but what we can do. And battlefield triage is a lot dependent on what there is. So if we can find the category 1 people and reduce these to level 2, we are already winning. So consider we have:

Level 1: Resuscitation (Immediate)
Level 2: Emergency (<10 minutes)
Level 3: Urgent (<30 minutes)
Level 4: Semi-Urgent (<60 minutes)
Level 5: Non-Urgent (<120 minutes)

And from there we get to save them all (just like a Pokemon game), so the smart chain and the QCodes could enable that path, all whilst the doctors look at treating the level 2’s whilst looking for the level 1’s, a setting that comes through new logistics and automation (I refuse to call it AI), because DML will help here, will it be enough? That is for a doctor to decide. 

My ego is happy that I met another challenge by DARPA and one that is good for the medical sector, my ego is doing just fine. I wonder what my brain will mostly for tomorrow, time to get some steps in. Have a great day all.

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June 1, 2026 · 13:46

The new short is coming

Saw there articles today, which gives me the willies. The people are that dumb to believe this? But to give you the goods, lets strata the beginning. The first one was CNBC giving us (at https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html) where we see ‘Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round’ it is here that we are given “The newest round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, and almost triples Anthropic’s valuation from February, when it was worth $380 billion. The financing also includes $15 billion of previously committed investments, including $5 billion from Amazon, the company said. Anthropic’s biggest competitor OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round.” But these people need to give us the why, so we are given ““Claude is increasingly indispensable to our growing global community of customers, and we work tirelessly to make tools like Claude Code and Cowork more helpful, more powerful, and more adaptable to their needs,” Anthropic Chief Financial Officer Krishna Rao said in Thursday’s press release. “This funding will help us serve the historic demand we are experiencing, stay at the research frontier, and bring Claude to more of the places where work happens.” Anthropic’s latest round comes as the leading AI model makers prepare to go public.” So, after this introduction into this blatant presentation, it is time for TechTalk to give us (at https://www.techtimes.com/articles/317467/20260531/samsung-hbm4e-ships-first-record-756-profit-surge-triggers-analyst-upgrades-ai-memory-lead.htm) where we are headed off with ‘Samsung HBM4E Ships First: Record 756% Profit Surge Triggers Analyst Upgrades on AI Memory Lead’, so all this fake AI has been going around for some time and I reckon that there is a misrepresentation with the 756% profit surge. So if my feelings are right, we need to look at the story and it is here that we are given “Samsung Electronics began shipping the world’s first 12-layer high-bandwidth memory 4 Extended (HBM4E) samples to major global customers on Friday, May 29, 2026 — putting the South Korean chipmaker at least six months ahead of rivals SK Hynix and Micron in the race to supply next-generation AI accelerators, and triggering a wave of analyst upgrades that pushed Samsung’s market capitalization past 2,000 trillion won for the first time in history. The milestone arrived just three months after Samsung began mass-producing its predecessor chip, HBM4, and came on the same day Samsung shares surged 5.84% to close at 317,000 won.” And here my gut feeling is satisfied. So can anyone give me how a 756% profit surge validates a mere 5.84%? Something does not add up. It doesn’t matter that Samsung is bigger than this, a 756% profit surge should validate more than an almost 6% surge. Some people are playing with your senses. 

So before I get to the third article. A little lesson. It is not the lesson you like and it isn’t even the lesson you will appreciate, but here goes. All AI is fake. There I not exception to this no matter what dance mr Oldman gives on stage, his ChatGPT was surpassed by Gemini and Anthropic some time ago and there is no guarantee that this will go his way. Google Gemini (and I love Google) is just as bit as fake as the others. Then we get all the others, all fake. Why? The stage is that all these are driven by DML/LLM and they are strong and good engine, they just aren’t AI. AI requires a few more components, some are ready but still in their early stages (like Quantum computing) then there is the need for Shallow circuits and I only know that IBM has come far in this field and they are working on this 10 years ago, are they ready? I guess not, because the media would be full of that if it were, but the are advancing and then there is the Epsilon chip. We have seen the theory, we have seen the evidence (some have seen this), but it does not yet exist in a chip, not yet and I have no idea when that will happen. So then we get the Trinary operating system, that is the last part. I particle think that IBM and Oracle are quietly working on this, but that is a gut feeling, all these parts combined are still 15 years away (my speculative feel). Oh, and in none of this Microsoft turns up, because it might take longer then. So this is what I know through the settings of decades of IT work and a decade of writing. But it matters, because now we get MSN with Larry Fink giving us (at https://www.msn.com/en-us/money/savingandinvesting/larry-fink-says-pensions-will-help-fund-10t-ai-buildout/ss-AA24sE6Z?ocid=finance-verthp-feeds) that ‘Larry Fink says pensions will help fund $10T AI buildout’, so whilst all your retirements are set into this bubble, this fictive bubble, better be rare that this last story was “Curated by AI” a mere 20 hours ago. I reckon that no one at MSN wants to put his or her name under this setting. We are given “Fink estimates $10 trillion will be needed for AI infrastructure by 2036, with $7 trillion for data centers alone.” And in addition we are given “Index fund-heavy retirement accounts are increasingly concentrated in AI-focused tech giants leading the spending.” And it comes with the warning that “Experts warn that overexposure to one sector could threaten retirement security if AI growth stalls.” In short, we are being set up. As I see it, over exposure would lead to the end of our pensions when the bubble of fake AI comes calling and even this late, at 64 when you see your pensions being squandered by hot headed job chasers claiming AI is this, or is that and we do not see a clear ROI, you know somethings up. This feels like the movie the Big Short, a 2015 American biographical comedy drama film directed by Adam McKay from a screenplay by McKay and Charles Randolph. Based on the 2010 book by Michael Lewis, it depicts how the 2008 financial crisis was triggered by the United States housing bubble. This is how it went everyone comes with the setting ‘you have to be in it to win’ and they are all gambling like it is some Texas holder game whilst they all have a version of a beer hand (7-2 offsuit) and they want to continue their rounds of gambling, hoping that the other players will fold, but they are all in it to over their necks, so they are all desperate. This is how I see it and when you get the numbers, especially on proven ROI, you will see that filling this 10 trillion gap with pensions is folly. I intend to call my pension that AI investments are off limits. I would rather put it in ADNOC or IHC. Three stories that make my blood grow thick in fear, they are now pushing the safety boundaries for millions of people and I am worried that no one is speaking up, it is that kind of a day and still there are no options for me, so I am beyond caring. 

Try to have a great day and try to keep your pension safe.

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May 28, 2026 · 02:07

Out of the blue

So, I was attending a setting where I was dependent on customer support. I am being intentionally vague here, because the youthful young sprout side nothing wrong. She was just young (about my age millennia ago), but before you start judging her, and she did nothing wrong. I got to think “What if we had customer support settings on a DML level?” Consider this (overly exaggerated example) 

Tech help: Good morning, how can I assist you?
Customer: My house is on fire
Tech help: Please take a moment to assess how we can help, how can we assist?
Customer: It’s freakin hot, my house is on fire

As you might expect, this will not go anywhere useful soon. And you might think that this is an exaggeration, but when you are assisting a customer and he cannot get to his data, his life figuratively ends. So we need to get tech hardware to assist us. So what if we had a voice measuring setting? Not to interpret (even thought this might help too), a setting where the voice can be measured for stress levels. The technology exist, but consider that this might be overly expensive. How can this technology be made cheaper? Now consider a DML engine that parses the stress level and considers alternative responses so instead of “How can we asses you problem”, state “let us assist you too get your data to you”, but the system gives the tech help options, and the setting gives the 4-5 responses in colour. Red would be ‘Don’t do that’, but others might become options, Orange, Yellow and Green would be available. There will be moments when the Orange is the only one that makes sense, but Green would optionally be the best. And the learning setting that a DML/LLM support system has is that it can keep track of the answers and how it affected the customer. You see, I have been in tech support for decades and there are a few handles you can apply, but the scripted answer is never a great option (I never showed that to my bosses), they had too tender an ego to risk it. 

So when this system would be deployed, optionally with bells and whistles like zendesk, but most of these products are about recording data, not a setting that actively supports the Helpdesk to record and adjust scripts for aiding the tech support. And even if all these AI systems are fake AI, the data for customer service, customer care and technical support exists, there is plenty of it. So these systems are fake AI, but it is based on DML/LLM systems and they could bring a much larger change in this field. And as I see it, change will be required soon enough. The old guard of these systems are retiring and the new generation mostly lack experience. So why not let the DML/LLM system tweak the system? 

These were just a few settings I was looking at and at present I have no idea what there is, so I ned to look into this, because I might have developed an idea here, but perhaps so did someone else and I need to look into this to see what there is. So it is a little out of the blue, but I have been involved with customer care and technical support for decades, so I might has an idea or two to help this along. So, I need to mull over a few things and as I had nothing to offer DARPA (they are all in drone mode) I need to find a new hobby in the non-drone setting. Although destroying the Iranian railway systems are done based (as was my handle to destroy their refineries). And as DARPA is in delusional mode (as I personally see this) to get a drone carry twice the weight of the drone, is simply ridiculous. The Cessna 408 SkyCourier couldn’t do it, the ATR 72-600F couldn’t do it and the BAE 146-200QT couldn’t do this, and they have people in place who tried that for a life time, so why push the cogs of a civilian setting? I felt pretty proud that I as a non-expert in drones found a way to destroy Iranian railway lines and refineries. But I do believe that DARPA is taking this to a delusional stage. 

Still for now lets see what we can do to improve customer carer lives and reduce the stress they are confronted with. A much more rewarding result. Don’t you think so?

Have a great day.

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May 27, 2026 · 10:03

The thing about DML

Yes, as I said it several times DML is good, DML is strong and I would hazard a guess that with LLM it becomes a new world altogether. So, yesterday at Google I was given a challenge and I basically set up the the entire station in less than 15 minutes. But it was a group event and I was voted out and like a good geriatric boy I adhered to that setting. There was no regrets because Pradhan who won by one vote was pretty amazing. He programmed the entire setting in three hours and then we ran out of tokens and at Google subway tokens have no value, not even the New York tokens. He programmed it all in CLI and it was pretty stellar what he did. So here I am with my idea and I came to the conclusion that I could add a few settings and add it to my blog. So there are no bad feelings (he was pretty awesome programming it in CLI) and as we all adhered to the group setting, someone had to lose (that would be me) and my idea, which took a mere 15 minutes was ‘scrapped’ only to find some survivability in my own blog.

The setting was to create a setting making the Google earbuds more in any way possible. So here I was and in the first minute my mind when “Hold on, I could do…” and it was off to the races at that point. So I ‘created’ an App (attached at the end) where there are two settings. There are websites and news channels and they only thing it does is give the user an alert through their earbuds. So, I was thinking:

  • new content on my blog (which I all write myself)
  • Added content on Amazon, or added stock of a particular item on Amazon
  • Added messages on a specific website like a message 
  • Added content on IGN Board for a specific game

Then there are the news channels:

  • New materials on Arab News on ‘Egypt’
  • New materials on Al Jazeera on ‘Hajj 2026’
  • New materials on CNN on ‘Trump’
  • New materials on Reuters on ‘Jamie Dimon’

That last one was added as I saw a new apartment yesterday (which was outside of my price range) and the first thing you see when you get out of bed is ‘J.P. Morgan’ so there is that psychological slap in the face, but some might not think it is a bd idea, especially as the Sydney office is pretty nice to see.

And the DML/LLM setting is simple. It took less than an hour and the drag/drop stage is on page 5. It worked all nicely, a few kinks, but this is new terrain, so I am allowed to take my time. The app was more easily designed and I can to the conclusion that one tab needed to be added. You see the tab for Websites with 4 options, but I reckon that close to a dozen are needed. And the news channels the same, but I am still on the fence whether it should be one or two dozen options. The feed tab was missing at that time, so as each target sounds its primary/secondary or tertiary alert, you can decide to stop and see what happens, or you can do so at the next moment you sit down somewhere and as you don’t have to go seeking on the stages that you considered adding alerts, you go into the app and see the last alerts that the app gave shaded red for the primary alert, shaded yellow for the secondary alert and green for the tertiary. It comes from the stage where we have ‘essential to know’, ’need to know’ and ‘nice to know’ and as you click on that alert it takes you to the page that is linked to that. No seeking required and I thought that Google could freely hand that to its customers. Making the mission statement “to organize the world’s information and make it universally accessible and useful” a direct setting for all users of the Google Pixel whatever version and using the Google earbuds. I think I did rather well in less than an hour and now we see that the adaptation of a DML situation on the world stage (still not calling it AI) becomes the birth of a new app glorifying the equipment of that company with the Big Gee (a BeeGees reference). And as you see, I can make fun of myself as well (favourite subject)  but when you wonder why people are failing their AI it is said that “Artificial Intelligence (AI) failures are instances where AI systems produce biased, harmful, absurd, or catastrophic results due to data issues, incorrect training, or flawed logic. Recent real-world breakdowns highlight the need for continuous human oversight, data governance, and cautious deployment.” So, as I see it, I circumvented that part of failure and gave everyone a tool that could be useful for all who don’t want to surf their mobiles and this app gives the user that result whilst that person is listening to music and seemingly running for their lives to their next heart attack (aka jogging). So you all have a nice day and I will hopefully consider another solution in the next 900 minutes.

Endava2605Download

Till next time

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May 19, 2026 · 00:08

Right out of the left field

I had a mind blast a few hours ago and I don’t know what got me to this. Well I kinda do, but I was not giving it much thought. So as I was enjoying a few moments (a moment is an hour) on YouTube, I saw a video about the Epic Universe, which until President Trump decided to go the way of the Dodo, it was my ultimate intent to spend a vacation in Epic Universe, but as things are, there is no way I am going there in the next decade (optionally the rest of my life). Now my mind is set to the theme park world of Yas Island in Abu Dhabi. So as I saw the YouTube video I suddenly had an idea. This is not something I can do, but after all the idiocy settings of HR people relying on AI settings. It struck to me that these people could use a ‘simulator’ several settings from stores to amusement parks. 

So consider that HR is set to a skill level as it tends to be, but how do you hire? What triggers are you considering? That is the stage of the simulator. You are given a pool of people and the DML/LLM of that system creates the letters, the person goes through them and selects their top 5 or top 10. Then the interview and from there you get 2-3 that go through the final round. Just like your average job setting. So, as you go through the settings of HR, the simulator gives you a rank, but more importantly it shows HR what staff needs additional training. So this would be an actual simulator to improve the HR setting of a company. 

And believe me, I have seen my shares of flaky scammers (so, not HR), HR that flatly deny you, and those who seem to believe that a new starter requires 5-10 years of expertise. There are all kinds of HR and as I see it, when the AI bubble bursts, whomever will be unable to hire the right people, will go under in that AI bubble and they will not be heard of again. The setting is that the truth of the matter is that any firm will need the right people. Who that is tends to be up to HR, but how to get them seems to be unclear. As such my mind came up with the simulator setting. Based on a pool of people with DML/LLM letters so to get a mingle of types as the simulator expands into construction, retail, consultancy we will see a while range of options and there is no immediate release. To add the styles and settings will take time, but consider that the United States has approximately 36.2 million businesses and the European Union has approximately 33.5 million active enterprises across its business economy. That is a pool of almost 70 million potential customers, the retail sector is still a lot less, but it is a start and when the simulator gets the power it needs to get, the simulator gets the finance and attention to grow into something serious. So, it was just an idea and if a dedicated IT HR programmer is out there, this idea is for you. I am not getting involved in a work I have seemingly no clue about.

Anyway, that was the idea I had today, I reckon that it could use the setting of localization down the road, especially with over a billion people in India, but as I see it, the USA and EU are a decent first bet. Have a great day.

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May 11, 2026 · 02:51

By the numbers

There is an old ‘saying’, it comes from the late 70’s and it goes a little like this:

There are three ways to lose your company:
Through women, which is the prettiest method.
Through gambling, which is the fastest method.
Through Statistics, which is the most certain method.

In the 50 years that followed we learned that the first option might be the prettiest, but you still end up with a working company. The second one is still an issue, but the third one is still under consideration, Especially with the presumed setting of AI (or as I call is NIP or Fake AI.

This all came to me when I was bombarded with charts and there are numerous ways that we are handed these charts, but it also gave me a consideration. You see, no matter how deep you believe the data to be true, it remains a consideration that any data is flawed and through that setting not entirely trustworthy. 

You see, this is the country with the most migrants, but what I am missing is where they came from. I saw another article in the BBC, which gave us ‘La dolce vita: Is Italy the new tax haven for the global rich?’ (at https://www.bbc.com/worklife/article/20260421-is-italy-the-new-tax-haven-for-the-global-rich)here we see “In France you also have to pay a property tax (taxe foncière or land tax). “We don’t have that here for the prima casa (first home),” says Robert, although he notes “there is a high charge for refuse collection”. The best thing as far as he is concerned is that there is no inheritance tax on property you own in Italy up to €1 million ($1.1 million) and it’s only 4% beyond that threshold. In France the tax-free limit is much lower – €100,000 ($110,000) – and beyond that it’s a sliding scale up to a top rate of 45%.” The story is about the ‘global rich’? All this might be true, but I believe that there is a larger migration into Europe. The setting that Americans are leaving, a setting we got in the Wall Street Journal on February 25th 2026, where we saw “The U.S. experienced net negative migration in 2025, with an estimated loss of 150,000 people, a trend not seen since the Great Depression.” And if you are ‘really wealthy’, you skip Italy and go straight to Monaco, which is a zero tax nation. So that first chart is nice, but where they came from is more interesting, especially in the era 2026-2028. 

We then get the second chart, which shows us where the youth is scientifically. Here we get the first issue. There is consideration that these numbers are flawed n some cases. As some give us: “There are approximately 1.2 billion young people aged 15 to 24 globally”, and I know enough of the failing of data, to give you the fact that there are no data sets giving us 1.2 billion records. As such plenty of nations have worked with mean values and that is the first failing on that chart. Second it is nice to see the USA in 17th position, but they have a population of 349 million and not all can afford to go to University, then we get foreign students in MIT, UCLA,
Princeton, Harvard and Yale. So how are they counted and what is disregarded? Several questions on a chart because the data is missing (and footnotes too). So whilst these numbers might be indicative that those scoring over 500 are in a ‘safe’ place, but that is if we accept this number. And the explanation of those scores, with added footnotes on what is regarded as ‘valid’ is up for grabs. 

And then we get the main event, the one that baffled me for a moment, because is gave my thoughts optional validity, but then I need to be wary of a few settings, because without data, a chart is merely a weighted result and without N (total responses) there are reliability issues. 

We now see the top countries by natural resource value. It gives me my validity as the United States is show to have $45T in value and that is the setting that makes them optionally almost insolvent. Their debt is growing faster and faster and as it is now said to be $38.9 trillion, which amounts to exceeding 100% of their Gross Domestic Product (GDP), but as we see it, they have almost spend the total of their natural resources. I have an issue with that, because the rare metals are not in that list all whilst Wyoming, Utah, Colorado, New Mexico, and Arizona have it, as such that number is off (by a lot) and other nations have more (or less) natural numbers as the chart sets out, all whilst these numbers are not given either as such it is a nice chart, but incomplete and as such redundant. If I was to hazard a guess, this was a chart to show how ‘good’ Russia is doing, but as I never saw data on it all as such I have my issues with it. All charts look pretty cool, but cool doesn’t pay the baker (or the butcher for that matter). As such we need to wonder what the chart was doing, not what they tell you, but what they aren’t telling you.

That was just my setting on this and there is a lot more to consider so whilst the first chart gave us “The U.S. hosts 17% of the world’s migrants”, my initial question was “Based on what data?” And as people m ight give us the setting that the AI gave them the numbers and we know that AI doesn’t yet exist. We are given the thought that it is merely DML and that is done by a programmer and that programmer might miss a few beats to be optimistic (many more beat are likely to have been missed) and all this on flawed data? 

So what was the designer of that chart trying to persuade you to consider what was ‘their’ issue? Because when someone makes a chart, they want you to look into a specific area, or not look in an area that also mattered. Have a great day, another Monday parked on front of my door, Vancouver still has the bulk of Sunday to get through. Ah well.

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