Tag Archives: DML

By the numbers

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

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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Label negativity

That is the setting and I almost fell into this. I have lived by the fact that all AI is fake AI and I still believe this, just like some believe that Donald Trump cannot say an intelligent word ever, that is just the beginning, but it is all about me now. I do believe that all AI is fake AI and as such, I almost ignored news from IBM given to us on May 5th. The article ‘IBM and Aramco Explore Collaboration to Accelerate AI and Innovation Across Saudi Arabia’ (at https://newsroom.ibm.com/2026-05-05-ibm-and-aramco-explore-collaboration-to-accelerate-ai-and-innovation-across-saudi-arabia) sounds like a joke. But when you consider that AI is DML (deeper machine learning) and LLM, some say that Machine Learning (ML) is enough, but why settle for half baked? And consider that IBM has been working with Aramco since 1947 as such they have data, decades of data, as such we might frown at the words by Sami Al Ajmi, Senior Vice President at Aramco “Technology and innovation are central to Aramco’s long-term strategy. This collaboration with IBM enables us to assess how industrial AI and other mutually-agreed domains can further enhance operational excellence and resilience, while reinforcing our leadership in Industrial AI—particularly in reliability, safety, and mission-critical environments.” But when you think of it, it is a NIP methodology with near 98% data efficiency and upholstery error checking and whatever you might think of NIP think, the setting with reliable data gets to be close to actual AI, because that data is likely a lot more efficient than any other company (except IBM and Oracle) might have. As such that version of NIP will accelerate a lot all over the Aramco field. It will not have data of things it never faced before, but this setting might not cover a whole area, merely spots. And don’t take my word for it. A software package made by Systat Software Inc. called Systat worked on that premise long before people started digging into ML and DML, they set that parameter and whilst it is now Grafiti LLC (after SPSS had a go at it and became IBM) it seems that this setting is a seemingly pure win for IBM. 

A setting that should also reexamine all others to consider that whilst AI is fake, the ground work that is DML/LLM is a good field to examine and whilst we might giggle at the people mentioning and holding onto AI, DML/LLM is an established behemoth of software solutions and as I see it, when a company has been involved with IBM from nearly its infancy, that data is likely almost 100% foolish user proof and has the error setting close to absolute zero. There are people who will disagree and consider that there are likely ID10T errors (a WAN/LAN expression that has grown over TCP/IP) I believe that the Aramco/IBM partnership is almost fused together and they have worked decades together towards IT infrastructure cohesion and as I see it, the government of Saudi Arabia is all about harnessing its golden goose laying black eggs is a fusion that both parties regard as essential, the KSA to protect the income of its nation and the welfare of its citizens and IBM to keep their customer happy and content. Happy is almost easy, content is not that easy and IBM managed both for decades. As such I think that this setting is one that will work and pay off. 

So whilst I see the statement: “By collaborating with Aramco, we are exploring how emerging technologies are addressing some of the world’s most complex industrial challenges, while reinforcing our shared commitment to continuous investment in innovation” as a little presentative, the truth is that they have been working together for decades and there is little doubt in my mind that whatever comes from this will get the small percentages of gain closer towards 100% and don’t mock this setting, because Aramco is likely to gain $4.1 billion for every 1% gained, as such this is about serious money. Not some kind Azure wizard you see in almost every grocery store making them a few dollars per year. How much they will gain? I have no idea, because the oil refinery is set to a lot more than one product, but in this setting a 3% clear in the beginning is to be expected and that is over $12 billion, a billion for every month. When did you ever get that much of an increase of revenue? I only know of one man who achieved that, making it a one in 8.3 billion chance (that individual is labeled Elon Musk, look him up).

So whilst some say that this is splitting the margins of profits, I say that either you put up that $230 million a week or shut up. A clear setting of simple math and IBM can do math like no one else does. Have a great day.

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The path we make

The path we make is often set, for one, you cannot walk the path of (fake) AI without considering the side-roads called Data Verification and Data Validation. They are intertwined. And whenever I get to Data Validation, NASA tends to be own my mind. They have been on the Data Validation path as early as the 70’s, long before whomever runs IBM/Microsoft/Google now, they were already looking at ways to support their validation tracks. So when I see the combination of NASA and DATA I tend to look up and take notice. So when we get ‘NASA POWER’s PRUVE Tool Streamlines Data Validation’ (at https://www.earthdata.nasa.gov/news/blog/nasa-powers-pruve-tool-streamlines-data-validation) where we see “NASA’s archive of Earth observation and modeling datasets has an incredibly diverse range of uses, and assessing data uncertainty is a critical step toward ensuring the data and analyses are accurate, reliable, and trustworthy. Several factors, such as instrument calibration, atmospheric corrections, and land-surface albedo, can affect the quality of satellite data. For users working with solar and meteorological datasets, quantifying uncertainty is especially critical, as these data often inform decisions and policymaking at the community level.” And this introduction leads towards the two quotes “NASA’s Prediction of Worldwide Energy Resources (POWER) project, which provides datasets from NASA in support of energy, buildings, and agroclimatology decisions, developed a tool that enables users to assess data uncertainty for selected surface variables from POWER’s data catalog with corresponding surface measurements.” And “The cloud-based tool — the PaRameter Uncertainty ViEwer (PRUVE) — makes assessing data uncertainty more straightforward for users across disciplines and skill levels. PRUVE uses surface observed site meteorological data from the National Oceanic and Atmospheric Administration (NOAA) and surface radiation data from Baseline Surface Radiation Network (BSRN) to compare against POWER-provided surface meteorological and radiation data values. This user-friendly application gives users an opportunity to quickly confirm data validation through customizable queries.

So when we see “By creating the free, easy-to-use PRUVE tool, the POWER team instills an additional layer of trust, empowering users to tackle some of the most important long-term weather challenges facing our planet.” I feel doubt and I do know that this is in me, not because of what is promised, but consider the settings in the example we see “a student wanting to install a small wind turbine for a study project at their college. They are limited by size and cost, so they need to make sure the predictions and analyses are reliable. As part of the study, they can use wind and other historical data parameters available through POWER to forecast how much energy will be produced from the wind turbine system. The student wants to limit the level of uncertainty in their prediction calculations as much as possible.” All whilst we also see:

So where is the doubt? You see for the most there is no doubt in the powers that ‘reside’ within NASA, but when you see these facts, why this system is not ‘coexisting’ in the Google, IBM or Microsoft clouds? This system should (read: optionally could) be adjustable to these fake AI systems to smooth over validation and reduce error in whatever data there is. And I do know that it is not that simple, but consider the settings that are lacking now, the transference of these options might also fill the coffers of NASA and there is no way they don’t need that. And as my skeptical self realizes nearly all the data systems on the planet require additional layers of trust, but that might merely be me. 

So as I see it, nearly all data systems are set towards some setting that there is some side solution towards data validity, all whilst there is a direct need to make checking the validity of data a main priority. So what happens when this solution gets additional layers of data validation, in part in statistics to see if the validation sets statistical boundaries whether the data set in some normal way, but that limits the setting is an outlier is found, so how can that be validated? Then there are multiple factors where a value should behave in certain ways, but it would not be easy. I reckon that NASA could pull it off and it would be a tool that everyone needs. I merely wonder why no-one has considered it before. Now, I do understand that it is a tall order and I might be incorrect (read: full of it) but consider how meteorological numbers are achieved, consider that there will be error, but a setting that reduces error in validation. A system that reiterates the data given and considers whether validation passes of fails. A system like that could be made, but the issue are the outliers, so what makes an outlier valid, because if one outlier is wrongfully ‘deleted’ the data set could become invalid. So is this possible? I think that only NASA with its expertise could make such a system a reality, making data validation more readily available. Because no matter what verification process follows and whilst we await the coming of real AI, validation will still be a setting that is required in whatever data system comes to the surface of true AI. And perhaps the system will become a verification setting, both are required and neither system seems to be ‘correctly’ developed at present. It is a horrible conundrum, but it requires contemplating as such a system is needed by the time Real AI comes to all our doorsteps. 

The additional issues I see is that in this case the PRUVE tool has all these connecting data segments, but what happens when it is a little more complex? We have all our minds set to ‘connected’ data, but it isn’t that simple at times. Consider the ludicrous setting of length and shoe size. Now we can understand the setting of a 4’8” person with 17” shoes (he wishes), but is it out of the realm of possibilities? There is a girl named Shae, who claims she knows one person with that description (Game of Thrones joke). So how would you be able to validate this? Perhaps other data is required to make the clear distinction valid and how could such a system make validation reliable? As I see it, the biggest problem into validating data is being able to recognise the outliers. I see the deletion of outliers as a problem, the data loses reliability and verification become next to impossible. Its like watching a dataset limited without data from the Interquartile Range (or 3-Sigma Rule) and as I see it, whatever data you remain with makes actions like fraud detection close to impossible (unless that transgressor is extraordinary stupid). You see there is the ‘old’ premise that “Outliers can bias statistical estimates, causing inaccurate results in predictive models or misrepresentations in descriptive statistics.” I am not saying it is incorrect, but the absence of outliers could make the validity of that data a lot more dubious and finding this is a real challenge, so as far as I see it, That is a job for NASA (the keyword Superman was already taken by DC comics). 

So see this as a little trip on the brainstorming front, I definitely need a hobby and I am all out of licorice.

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I call it fake for a reason

I was battling what to write about and there was Elon Musk giving me a perfectly good reason right of the bat. Well, it wasn’t Elon who gave me the idea, it was his product Grok. I have always said that AI is not real because of the missing parts, and it comes with a few constraints by certain (so called) captains of industry who are lacking in several ways. It is also connected to some other things I do. You see, no matter how you come, how much you innovate the idea, you will end up with a mere 0.1%-1% of the true value of the product. Todays ‘captains’ are utterly set into the exploitation of everything they see. As such I put it on my blog. When my stuff is in the open they cannot really claim any innovation. You see the IP is no longer protected by intellectual property laws, and the public is free to use, share, and build upon these works without seeking permission from the original creator. I might get something out of it but for the most I get the satisfaction that these ‘captains’ see the loss of an idea towards everyone. If I am unable to get something out of it, it will become Public Domain and perhaps it will spread my fame in that way. Some will smile at this and call me stupid (or a fool) but I am out of their reach for exploitation. As I see it, I gave the world over a dozen options for enrichment and in this way the Indie developers get a leg up without fear that a larger player will cut them out. Small comfort. But that is what is.

So, whilst I diverted, it was for a reason. You see the AI of now is fake AI (at best), all of them are because the two elements missing are evolved versions of Shallow circuits, as stated (for as far as I know) IBM has the strongest version of this, but still another system is required, a trinary operating system. Binary will not do for AI, the setting of Null, False, True and both is required for a true AI to come and no-one has that yet. A dutch physician got the Epsilon particle made (or found), this was going to be instrumental and to evolve this in an IT setting (most likely through yet undetermined means), but I digress, what I believe to be a weakness, doesn’t make it true. Alternative evidence is needed and I found it a few times over, but in this case I will revert to my last story ‘As oil burns’ which I published on May 4th, 2026 at 12:33. About an hour later I used Grok to look at my story. The first view after an hour was:

This is what AI does? Is that really a view on what I wrote on: https://lawlordtobe.com/2026/05/04/as-oil-burns/

A story containing 986 words with more than 523 words (which is 54%) on Russia, the top line gives zero consideration on Russia, it gave me another thought, but Ill get to that later. The second view (on the same text) was after 6 hours and there we see:

So what AI requires 6 hours to give better show of the same text? So, is my view of ‘Fake AI’ still wrong? As you can see the first part also gives no mention of the BBC and a few other parts. I got to the thought that this DML/LLM engine is allegedly used to filter out certain parts, until it can no longer hide a few things. Don’t forget whatever is done in DML/LLM is programmed by engineers, and whatever they say it is, that is what it becomes. People forget that and it is why thy fall in the AI trap, even though some clearly see that it is a fake solution. Don’t get me wrong DML and LLM are amazing inventions, but the courts will see through this and someone will blame the programmers and their bosses, this is why I saw the court cases come to blows in 2026. I particularly liked AI Misuse in Australian Courts (2026) where we see “over 73 cases identified where GenAI produced false citations.” So what AI does produce false citations? That requires a programmer. In addition, related to that is Warner v. Gilbarco, Inc. (February 2026) where we see the quote “AI to assist in case preparation does not automatically waive attorney-client privilege, characterizing broad requests for AI-generated documentation as a “fishing expedition”” Does this imply the AI uses deception to give us a “fishing expedition” or did (a massive perhaps) a programmer set this situation? As the evidence is added up, we get to see a different setting, a setting that gives notice that we should aim our attention to the programmers and their bosses. So at some point the influencers will be called into court and it is already happening “legal battles surrounding AI influencers, digital replicas, and content generation have shifted toward establishing liability for harmful outputs and defining the limits of AI-generated content protection. Key developments in early 2026 include lawsuits over AI-generated sexual content and major court decisions regarding copyright of AI-driven work.” Where we see (at present):

And as these cases are resolved, the influencer drive of AI will dissipate and we get these bosses to ‘present’ their view, but they will be careful as they are decently unwilling (as I see it) to become liable. So whilst I will look to find a party to allocate $5M (post taxation) to my coffers, I will try to remain vigilant and see what other things some of these ‘Captains of industry’ have been overlooking. Apparently some say I need a hobby, time will tell. Have a great day.

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Reselling is the art

Is it? Or is the art of reselling the game? And they might sound the same, but they are not exactly the same. Confused? That is not the goal, but it comes with the territory. To get this setting, I have to take you back to last September when I gave you (at https://lawlordtobe.com/2025/09/09/one-thought-of-many/) ‘One thought of many’ I gave that seeing at least twice more, but that might be one of the first times. You see, I was replaying Black Flag and it got me thinking and for some reason I was thinking of some corny advertisement of a romantic novella setting. I never read them, but in the Netherlands they were famous.

I reckon that every nation has these in their local language, optionally they are translated, but that is a fact I have no idea on. What does matter that this series has appeal with over 2.5 billion female readers. There are also these novella’s for the male, optionally they are pirate, spy, Jetsetter stories. What matter is that there is now a 5 billion target area. And Ubisoft ha the inner track on this. So as I was playing Black Flag and walking through Havana and Nassau the idea hit me. So when you take away the assassin setting and you keep the places the same, and it would be limited to a location (like Havana/Nassau) and optionally other locations in other games and you can only walk in these places and optionally through a Apple Vision Pro/MetaQuest and you don’t read the story, you play and live the story. I reckon that you can have 5 stories per location and optionally the eagle vision shows the people you need to talk to and progress through the story. You could make more of it, but at first we have the storyline and the way to proceed and that is the story. The story is the live played on the places you normally read about. The next step in novella’s and Ubisoft already has the locations. Consider Jerusalem, Florence, Venice, Forli, Rome, Boston, New York City, Havana, Nassau, Kingston, Paris, Versailles, Alexandria, Memphis, Heraklion, Bagdad, Kyoto, Osaka and several more. This needs no creation, Ubisoft already made the locations, made the art. Now you only need the engine to be altered to let the story flow and you can have 5-9 stories per location and even there, there are short cuts. They merely need to use one location to see if it has the appeal. My voice goes towards Rome with stories for the masses regardless of gender. And with DML and a small investment in these novels you can make  several of them, all unique and perhaps with a creation system and it is all additional revenue for Ubisoft. It becomes what matters in a new direction, not what it was meant for, but what else can be done with this and I reckon with the MetaQuest, it becomes a lot more engaging, the nice side is that there is a massive lack of innovation for these devices, so Ubisoft could enjoy a much larger share of that attention. As everything is due to evolution, why not how we read stories? An engaged form of literature, brought to your eyesight. And when in Rome, you could always consider The Golden Ass (Metamorphoses) by Apuleius. From modern, to classic and educational. This is the age of reinventing the idea that already is and Ubisoft has a tremendous advantage here.

Just my idea on how to go next. And whilst Ubisoft get another version of the same in a new coat with a new audience, they might consider even other paths. Paths I never thought of. So this was the third setting that started messing with my mind two days ago. I have not completed that journey and made you aware. 

Have a great day. Still three hours to go until I wish myself a good morning.

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Battle lines

As per yesterday several things occupy my brain, even a new technology (which I will discuss at a later stage) today is about OpenAI and Microsoft. I was ‘alerted’ to this yesterday through through Seeking alpha. I think I heard it before that, but I ignored it. Seeking Alpha (at https://seekingalpha.com/news/4579947-microsoft-falls-as-openai-partnership-evolves-says-it-will-no-longer-pay-revenue-share) gives us ‘Microsoft in focus as OpenAI partnership evolves, says it will no longer pay revenue share’ and we are given “Microsoft (MSFT) shares rose fractionally on Monday as the tech giant and OpenAI (OPENAI) said their partnership has continued to evolve, and OpenAI’s license will become non-exclusive. “Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly,” Microsoft wrote in a statement on its website. “The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.”” In my mind I hear “Someone has figured out that this setting is based on shallow settings, the reality is dawning on them”, so whilst we are given “As part of the altered agreement, Microsoft will remain OpenAI’s primary cloud partner, and OpenAI products will ship on Azure first. However, there is now a tweak that says if Microsoft “cannot and chooses not to support the necessary capabilities,” OpenAI can go elsewhere. Julian Lin, Investing Group Leader for Best Of Breed Growth Stocks, said the deal is actually a “net positive” for Microsoft, despite the share price reaction.” I personally believe that OpenAI might present a hardcore liability for Microsoft and they are seeking to insulate from that fallout. And it might be merely my feelings in this and that is fine, but when you see the Anthropic setting, the DeepSeek setting there are several other elements that are roaring is near ugly heard and that has to go somewhere, something has got to break and it seems the ‘staged’ setting of evolutionary contract agree ments, might be part of all that. In retrospect I have no idea how OpenAI and Musk will battle their settings (and I partially do not care either). But the elements are there and whilst we are all about OpenAI, this concept selling setting rubs me the wrong way. So whilst we ‘might’ see ‘OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO’, all whilst some say “do you guys even use ChatGPT/OpenAI anymore? I find myself preferring Claude/Gemini to be honest”, I take a different turn, I don’t use any of them. Basically because they are all fake AI. Real AI is about a decade away, if not 2 decades. I might die before real AI is released, so I kinda do not care.

ComputerWorld, only today (a mere few hours ago) gave us (at https://www.computerworld.com/article/4163971/microsoft-openai-change-contract-terms-again.html) ‘Microsoft, OpenAI change contract terms–again’ starts with “When the two firms announced a revised agreement on Monday, it reinforced the need for enterprise IT executives to work with as many major AI players as possible, given the constantly changing landscape.” I do not disagree, but remember that Microsoft went all out about 5 years ago and whilst we saw all kinds of ‘total wreck approaches’ the ‘partnership’ went on and now that we see “the need for enterprise IT executives to work with as many major AI players as possible”, we might accept that, but we see no DeepSeek, do we? So whilst we see that Microsoft increased its stake and solidified its position as a major investor less than 6 months ago, these plans are now changing. So does Microsoft see something, or do they fear something? And then ComputerWorld gives us “One key component within earlier versions of the Microsoft-OpenAI deal was the change in the relationship if OpenAI ever achieved artificial general intelligence (AGI), a term that eludes a concrete definition but generally refers to AI that equals or exceeds human capabilities.” I find it funny because of all these definitions across the fake AI field. Do they really not see that it is about to fall apart? (Story to follow likely tomorrow). And when this war of the fakers is seen (OpenAI, Google, Anthropic) there is every chance that OpenAI ends up in last position (see another ‘winner’ chosen by Microsoft), but this war setting is almost real, but until there is a real revenue stream coming in, there is unlikely to be a real winner. So whilst ComputerWorld focusses on the market changes with “Analysts and consultants generally agreed that this altered agreement will reinforce, and should extend, the current enterprise IT trend of hedging bets by striking arrangements with a variety of AI providers, including the major hyperscalers. Beyond future-proofing enterprises’ AI efforts, some of those agreements are for practical issues, such as the need to work with global AI firms specializing in different languages that the enterprise needs.” And you already know where this goes next. So, when was the last time you saw this kinda bla bla settings in the last 45 years? I tend to go back to the early 90’s where they all tried to sign businesses up to concept selling, all whilst there was no revenue stream detectable. We see it now here. I get that analysts are not the most revenue sturdy people, but consultants need their revenue streams. It is their bread and butter. And what was that “for practical issues” about? You see ComputerWorld writes a good story and revenue is mentioned four times, three is shown next “In addition, the company’s role as a major investor in OpenAI is driving a different revenue relationship, it said: “Microsoft will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. ”” interesting how salespeople are not that fuzzed about revenue. It is their income and bonus setting. So what was this really about?

Wouldn’t we like to know this? Just a few settings for todays stride in the coming week. And now I need to contemplate what I next write about the bad news, or the new technology. My conundrum  for the last 4 hours of the day.

Have a great one today.

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I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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Confusion speaks its mind

So here I was, one day in the past and I see a BBC article. I saw the headline, I saw the ‘bully approach’ and initially I ignored it. It was not the BBC, there was no setting that seemingly truly interested me. I was thinking of a few settings towards IP that could give Apple (and optionally Meta) a nice boost. As I was mulling over the ideas I was having, in comes the CBC about 10 hours ago, or better stated I noticed their article and now something clicks in my mind. I started rereading the two articles. The BBC (at https://www.bbc.com/news/articles/cn48jj3y8ezo) gives us ‘Trump orders government to stop using Anthropic in battle over AI use’ with ““We don’t need it, we don’t want it, and will not do business with them again!” Trump wrote in a Truth Social post on Friday.” Of course if he doesn’t want it, there must be a good reason why people might want to use it and we are given “Anthropic is mired in a row with the White House after refusing demands that it agree to give the US military unfettered access to its AI tools. The refusal led US Defence Secretary Pete Hegseth to say he’s deemed Anthropic a “supply chain risk”.” And we are given the quandary that there should be some clarity. The idea that the US Military has unrestrained or uninhibited access to any AI is dangerous. And that is merely to look at it from THEIR point of view. We saw over the last 5 years a few examples where Pentagon staff used whatever USB key they had optionally opening their systems to backdoors and this can result in several ways where the Pentagon would be affected including: Human Interface Device (HID) Spoofing, Malware Infection via Social Engineering, Exploiting OS Vulnerabilities or Juice Jacking (Compromised Public Ports/Cables) and a few other ways. Even in this decade more than one system seemingly ended up on the danger list. So, ‘someone’ now wants to grant AI unfettered access which opens the doors to AI accessing data involves sophisticated, automated, and often, continuous interaction between intelligent systems and vast data sources, including internal corporate databases, cloud storage, and public web content. It constitutes a critical, high-speed, and high-stakes component of the modern AI ecosystem that raises significant security and privacy challenges. And this is not some ‘fear mongering’ There is a lot of AI works that is still to be considered and because AI doesn’t exist and this is all DML on several layers that interact there are dangers to be seen. As we saw a mere week ago that Microsoft had to ‘confess’ that it had accessed confidential emails of Microsoft users. Now consider this happening on a serious level in the Pentagon. It has well over 50,000 desktop computers within its building, with reports from 2014 indicating at least 18,000 were part of specific virtualized infrastructure. Now consider that we have seen the accusation of “Based on reports in early 2025 and 2026, OpenAI has accused Chinese AI startup DeepSeek of “inappropriately” distilling, or copying, the capabilities of OpenAI’s models (specifically ChatGPT and its reasoning models like o1) to train its own competing, low-cost models (such as DeepSeek-R1)”. As such, the dangers of unfettered access can go in two directions and that sets the bar of distilling from the Pentagon a lot lower than anyone could find acceptable. As such there is every chance that Russia is already considering the massive win they could gain once the unfettered access could merely hit one system that was transgressed upon. Because the greedy and the stupid will do anything to propel the setting of self, whilst not caring what others could gain in that setting as well.

So whilst some will consider the dangers of “The company said that “designating Anthropic as a supply chain risk would be an unprecedented action — one historically reserved for US adversaries, never before publicly applied to an American company.” Anthropic said the “designation would both be legally unsound and set a dangerous precedent for any American company that negotiates with the government.”” No one seems to be considering that the opposite is a lot more dangerous. So whilst some focus on the stage of “Anthropic had said it sought narrow assurances from the Pentagon that its AI chatbot Claude would not be used for mass surveillance of Americans or in fully autonomous weapons. The Pentagon said it was not interested in such uses and would only deploy the technology in legal ways, but it also insisted on access without any limitations. The government’s effort to assert dominance over the internal decision-making of the company comes amid a wider clash over AI’s role in national security and concerns about how increasingly capable machines could be used in high-stakes situations involving lethal force, sensitive information or government surveillance. Trump said Anthropic made a mistake trying to strong-arm the Pentagon. He wrote on Truth Social that most agencies must immediately stop using Anthropic’s AI but gave the Pentagon a six-month period to phase out the technology that is already embedded in military platforms.” As I personally see it, it is the accumulation of stupid and technologically ignorant all combined in one package. And that is before we get to mass surveillance. You see combine mass surveillance with data distilling and the United States of America will be handing the data on 349 million Americans straight to China and Russia. This is not AI, this is DML. That means it comes with the hangups and limitations of a programmer. So when this goes wrong it goes wrong in a massive way. 

As such what will people like President Trump and Pete Hegseth say? Do they think that the response ‘Oops’ will cover it?

So whilst CBC (at https://www.cbc.ca/news/business/trump-anthropic-feud-ai-9.7109006) gives us “U.S. President Donald Trump, U.S. Defence Secretary Pete Hegseth and other officials took to social media to chastise Anthropic for failing to allow the military unrestricted use of its AI technology by a Friday deadline, accusing it of endangering national security after CEO Dario Amodei refused to back down over concerns the company’s products could be used in ways that would violate its safeguards.” And this is the setting we expect to see and it will be the undoing of several people, because as I see it “U.S. President Donald Trump, U.S. Defence Secretary Pete Hegseth and other officials” is the start of what comes next. You see, the internet doesn’t forget and these ‘other officials’ have sealed their fate with this action and there is no ‘He told me to do that’ they were instrumental in assisting to hand over the data of the population of the United States of America to optionally both China and Russia. Do you feel safe now?

And in response to this setting we see “The dispute stunned AI developers in Silicon Valley, where venture capitalists, prominent AI scientists and a large number of workers from Anthropic’s top rivals — OpenAI and Google — voiced support for Amodei’s stand in open letters and other forums.” And that should have been a clear message that the competition was on the side of Amodei, so, why would that be? Whilst people in the Pentagon (seemingly) forgot about that router with password ‘Cisco123’ there is every chance that these DML engines will be cleverly distilled by people controlling systems like DeepSeek and whatever the Russians have. I should buy another egg timer, because this is a setting that might gain me a few coins, especially as several people are blind to the danger that is coming for them. And consider one additional setting. It is said that:

So what happens when distilling comes with an additional insertion of data? I can’t wait for that setting to lose balance and the training data in American data centers start losing authentication and reliability markers. But that is  likely a story for another day.

Have a great day today.

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The fear behind us

There is a setting, one that requires scrutiny and one that demands closer looks. You see, I do not completely agree with the setting that The Guardian gives us (at https://www.theguardian.com/technology/2026/feb/26/how-to-replace-amazon-google-x-meta-apple-alternatives) with the illustrious title ‘Leave big tech behind! How to replace Amazon, Google, X, Meta, Apple – and more’ the first big thing is that there is no mention of Microsoft in that title. So that is the very first thing that comes to mind. Especially as CoPilot was mentioned earlier this week of sifting through our confidential emails. I can drop the ‘alleged’ as Microsoft admitted to this and basically said ‘Oops’ as an implied reason. So what gives?

It starts with “So many ills can be laid at its door: social media harms, misinformation, polarisation, mining and misuse of personal data, environmental negligence, tax avoidance, the list goes on. Added to which, Silicon Valley’s leaders seem all too keen to cosy up to the Trump administration, to shower the president with bribes – sorry, gifts – and remain silent about his worsening political overreach. And that’s before we get to the rampant “enshittification”, as the tech writer Cory Doctorow describes it, which means that by design many big tech products have become less useful and more extractive than they were when we originally signed up to them.” OK, I can go along with this. And the sentence “many big tech products have become less useful and more extractive than they were when we originally signed up to them” gets a mention from me because some of these ‘culprits’ seemingly have no idea what innovation is, for the you have to look towards China, specifically Huawei and Tencent. So we get to the first hurdle. 

Google has cornered 90% of the search market for the past decade, but it is often no better, and sometimes demonstrably worse than its rivals, perhaps on purpose – Doctorow has called Google: “the poster-child for enshittification” citing its alleged strategy of worsening search quality so that users spend more time on the site. But changing the default search engine on any device is extremely easy. I’ve been using Ecosia for years. Instead of using your searches to fill corporate coffers, it uses them to plant trees. The Berlin-based company claims to have planted nearly 250m trees since it launched in 2009 (you can even get your own personal counter to feel extra virtuous). Ecosia commits 100% of its profits to climate action (over €100m so far), produces more clean energy than it consumes via its own solar plants, and collects minimal data on its users. Ecosia’s search results are not always as thorough as Google, admittedly (in the “news” category, for example), though the toolbar does give you options to search via Google and Bing if you need to.” The issue is that Ecosia is for all intent and matters Microsoft Bing. So this is seemingly a sales talk by a journalist because there is a massive problem finding anything by Microsoft reliable. And then we get the real stuff, Microsoft knows it is in hot waters, so we are given “The French company Qwant is similarly privacy-oriented (its slogan is “The search engine that values you as a user, not as a product”) and is now mostly independent (having started out based on Bing). It is now partnering with Ecosia to build a new “European search index”.” Yes but Microsoft is American ands as such your data will be copied and frowned on, browsed through to all their hearts content. If this is wrong, Ecosia and Qwant better clearly state that they are independent of Microsoft, because it is still the issue in Europe and for what they state the their DATA is completely secure, the issue becomes where are the backups? If they are on an American cloud or server, the setting of privacy is set to 0%. 

I can agree with the Browser chapter and even as I still rely on Google (it has never failed me), I get that no everyone is in that chapter of things. I get the Office part. I myself downloaded LibreOffice (download only, no installation yet) and I will look at it at some point, the Apple apps do their work brilliantly. So we are given “Many of them, including Austria’s military and local governments in Germany and France, are switching to LibreOffice, created by the Berlin-based, nonprofit, The Document Foundation. Businesses and individuals are doing the same. Ethical Consumer has used LibreOffice for some time, says Fraser. “It’s an open-source version of Word, and all of the Office tools. It works and looks basically the same.”” I personally reckon that this is the problem Microsoft has and getting the data from Ecosia might be their last handhold to European data, this is not a given, but I expect that this is the inside not Europe to some degree. And whilst everyone is concerned with the privacy of data, I reckon that similar to the setting of 1998-2002, no one is digging and questioning the stages of backups. But that might merely be me and as I am no longer living in Europe, I casually don’t care.

Then we see the mobile settings with a shoutout to Fairphone in the Netherlands. I have nothing against Fairphone, but it always makes me wonder if Fairphone had the same idea that Tulip had in the 90’s. That doesn’t make it wrong, it is merely a Business Ploy that should be considered. I am now and always have been a Google guy. So when we see “There is a catch: most of these phones still rely on Google’s Android operating system, but any phone can be fully “de-Googled” with the /e/OS operating system (it comes as standard with Murena phones), developed by the global, mostly European, nonprofit, e Foundation.” I can think of a way where Google can set this with their Pixels. When the consumer can select Google or A Linux version that does most of the stuff, Google clearly wins in several chapters. I reckon that these flower can merely snap market share because of this, when Google leaves it to the consumers, Google wins nearly automatically. Oh and in all this there is no mention of HarmonyOS in this and I reckon that these smaller players are adjusting to HarmonyOS as we speak, or cater to, or appease that branch. Not everyone in Europe is ‘China hating’ material. And that is merely the smallest setting of these parts. I am personally not touching the shopping side. I was raised as a follower of ‘Support your local hooker’ a phrase from the late 70’s. In that age we got malls, supermarkets and such and die to that escalation loads of local stores went through a foreclosure setting. In that same way I don’t order from Amazon. I have nothing against Amazon and they closed the gap of rural places having no way to get stuff to them having plenty of stuff and over 60% or Europe and 71% of rural USA is now served. As such Amazon did them right. I just believe that I should get to the local stores to get what I need. I only had to resort to Amazon twice in the last 10 years. So I am happy. And all these Amazon haters can go sit in a corner trying to work out the function of a cheese slicer (revelation: the red corners that are diminishing have figured it out).

But my issue is that Microsoft is shown in a ‘favorable’ light, they aren’t and they aren’t due that setting as I personally see it. The fear behind this is not the Big-tech, it is the policy that comes through the CLOUD Act (2018), it gives America too much ability to get to out data and in several cases non-American IP, which is even more frightfully. these hundreds of data centers have no reason to exist if the CLOUD Act (2018) what made illegal, that is how I see it and there is no saving Microsoft, because we get ‘blunder’ after ‘blunder’ and how long until we get another ‘Oops’ setting but now corporate IP was set in some AI hole? That is the larger fear that I see and there is no stopping it, whilst corporations are breathing the AI cloud through wannabe’s who want to move up in the world, that data is most likely to get compromised and as corporations are not setting the HR and data loops to any scrutiny, this is likely already happening and will continue to happen until the then valueless corporations see that they had to act a lot sooner than the day before all their data is in other hands. We already have Thomson Reuters v. ROSS Intelligence (2025), Bartz v. Anthropic (2025/2026), Disney & NBCUniversal v. Midjourney and the best case is United States v. Heppner (2026) where we see that documents drafted using a public, consumer-grade AI tool were not protected by attorney-client privilege or the work product doctrine. And that is the setting that people miss. Should someone at IBM use that setting this work becomes public, so consider that this is not IBM, but Microsoft using Copilot or OpenAI (ChatGPT) the work of your corporation becomes for all intent and purposes Public Domain, did you sign up for that?

There is plenty in the article that makes sense, but the ones that aren’t mentions are a larger fear creator than anything you are trying to hide from. Just an idea to consider. Have a great day this day.

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Today is the difference

That is what people will tell themselves and I would agree, but there is a setting that no one ever expected. You see, America has just had its State of the Union. And the ‘books’ say that the state of the union is:

So we can assume that the Americans will be given a true representation of what is, what might be and what is desired. So we get two sources. First the Dutch NOS who gives us “‘US stronger than ever,’ Trump says in campaign speech riddled with falsehoods” (in Dutch, at https://nos.nl/artikel/2603925-vs-sterker-dan-ooit-zegt-trump-in-campagnespeech-vol-onwaarheden) and to avoid translating the whole enchilada, we can turn to CNN who gives us (at https://www.cnn.com/2026/02/24/politics/fact-check-state-of-the-union) ‘Fact check: Trump makes false claims about the economy, elections and crime in State of the Union’ and CNN fires of the first sinker of whatever battleship opposes it with “Many of them were long-debunked falsehoods familiar from his rallies, interviews and social media posts. These include various lies disparaging the fairness of US elections, his false claim that he ended wars that were never actually wars or never actually ended, and his fictional “$18 trillion” figure for supposed investment in the US over the past year. The subject on which he was most frequently inaccurate was the economy. Among other things, Trump overstated the performance of the economy during this presidential term to date, overstated the inflation he inherited from the Biden administration, used highly misleading figures when discussing gasoline prices, and wrongly asserted, twice, that foreign countries are paying the tariffs that are actually being paid by US importers.” And weirdly enough I get it, a nation that is broke is the most unlikely to state in its statement of the budget “We are destitute, we squandered all you have and the United States doesn’t have anything left, we are a drowning vessel with no hope for shore. It sounds like a passenger on the Titanic that asks “Is land far away?” And the crew member states, no madam, it is a mere 3,800 meters to land. The lady asks what direction she should swim. The crew answers straight down. 

That is the setting as I see it, that the United States of America is in. The 18 trillion is to avoid the discussion of the United States defaulting on its loans, because that will be the next setting to scuttle Wall Street, pension funds and several other funds who have been banking of US Treasury bills. And I am not alone, David Kelly (JP Morgan) stated last October that the United States was going broke slowly, I am no longer convinces that it is going slowly. As the America administration is vying for the next hype, they are banking with funds they no longer have and as I see it, any nation with US treasury bills is about to sell them with a loss and there is no going back. I warned for this for almost a decade and no one wanted to listen. In stead of overhauling the tax system, people started screaming that they should tax the billionaires whist that might merely stop the avalanche that comes for a mere week and it would be unlawful. But that is for another day. CNN also gives us “As of the night of Trump’s address, the White House’s own website said the figure for “major investment announcements” during this Trump term was “$9.7 trillion,” and even that is a major exaggeration; a detailed CNN review in October found the White House was counting trillions of dollars in vague investment pledges, pledges that were about “bilateral trade” or “economic exchange” rather than investment in the US and vague statements that didn’t even rise to the level of pledges.” Sol why did he double it? I reckon that the economy is at a massive decline with waging war on Canada, Greenland and a few other places. Canada and the EU are don’t with him. I personally believe that China is too, there is too much in the recession pipeline, China has won and the United States lost. A war that never had any chance of success. Why? When you consider the ‘innovation’ that some tech companies proclaimed all whist they cannot figure out the innovation that Huawei is sporting, that should be enough and now that we see some political game between OpenAI and Microsoft with hundreds of billions at stake, the AI war is seemingly settled in favour of Google, AWS and IBM. So whilst we get all kinds of innovation speech on how AI can replace COBOL programmers (downgrading IBM stock by 10%), we are unlikely to see that happen, as such IBM stock will repair itself and the proclaimers of that setting (Anthropic) fail to deliver, their basket will be floating down the Nile to the space of a hungry Crocodile. And in all this no one is asking how Anthropic got the trained DML engine that could do this, because if it only went from the manuals, they are in for a big surprise as I see it. IBM programmers got COBOL to cry ‘mommy’ whilst getting 12 statements out of 8 lines. I know it does not make sense, but there is a bigger setting and whilst I only casually did COBOL in 1985, I am in no way an expert. Yes there COBOL AI can run circles around me, not IBM programmers wit decades of experience. And that is merely one of many setting where the America Economy falls flat. And the United States are making it harder on itself with every iteration of tech enterprises that are playing some bluff game and are setting the bar to miscommunication in the 11th hour. That Is how I personally see it and the media is chasing digital dollars, so they are mostly no help. 

Then CNN gives us “Trump claimed gas prices are “now below $2.30 a gallon in most states, and in some places, $1.99 a gallon.” But no state had an average gas price on Tuesday below $2.37 per gallon, according to AAA; only two states had an average below $2.50 per gallon. And while there are some individual gas stations selling gas for below $2 per gallon, they are scarce; Patrick De Haan, head of petroleum analysis for the firm GasBuddy, said during the speech that the firm found just four stations across the country below $2 (aside from special discounts) out of the roughly 150,000 stations the firm tracks, so about 0.003% of the total.” As such we see the state of the union a setting where the United States might actually be broke, I have no evidence to that effect, but it renders correctly with all the other facts we are given and the other settings we have been watching for years. As such today is the difference and I wonder who will actually as the president of the United States whether it is acceptable that the State of the Union was based on incorrect miscommunications. 

A fair question, not?
And now I hear (unverified) that Canada has told StarLink to vacate Canada, its allocated frequencies have been retracted, its hardware must be removed in 60 days and as I see it, that will imply that America gets even less money now. As I stated, this was unverified and asI had only one source, it is not enough. Perhaps I get more data later, but for now, whomever hears that news, take it with a spoonful of salt. 

So have a great day and feel free to question the data your government gives you. 

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