Tag Archives: DML

September 21, 2025 · 02:20

Focal points required

That is the setting I am having in 1 o’clock in the morning. The news (and the internet) is currently overloading with Jimmy Kimmel stories as well as vindictive settings against Disney and I get it. When the media who is trumpeting free speech is becoming the bitch of President Trump, people will not take kindly to this. Apparently the subscription servers at Disney went down as it was overloaded with cancellations (according to some sources). So I had to look all over the place on the settings of finding something to write about and Tom’s Hardware was one source who supplied the goods. The story (at https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-announces-worlds-most-powerful-ai-data-center-315-acre-site-to-house-hundreds-of-thousands-of-nvidia-gpus-and-enough-fiber-to-circle-the-earth-4-5-times) gives us ‘Microsoft announces ‘world’s most powerful’ AI data center — 315-acre site to house ‘hundreds of thousands’ of Nvidia GPUs and enough fiber to circle the Earth 4.5 times’ and even as I don’t care too much about what happens in Wisconsin (other than the need to protect cheeses, I really like cheese) is the fact that when I see an article with that much data, I start looking for missing data, I am wired that way and it is less than 4.5 times around the planet.

But we got something, the setting is given with “This is likely a comparison to xAI’s Colossus, which uses over 200,000 GPUs and 300 megawatts of power. Microsoft didn’t specify its exact number of GPUs nor the expected power consumption.” And that is the ball game. You see, the setting of 300MW is not just a lot, it is the entire ballgame. Now, there is evidently enough power in Wisconsin, but is it enough? Consider a simple PC. It has a 600W power supply. Now this is not the same, but I am getting to that. Take 200 PC’s, that makes it 120,000 Watts of energy. Now consider that hundreds of PC’s are needed to even partially validate the data coming into that place. You need data verification spots to do that. The larger setting could be done by data entry people, people who go over the received data and they need to work quick, almost uninterrupted. As such the quote “Microsoft didn’t specify its exact number of GPUs nor the expected power consumption” is as I personally see it, massively deceptive. Just like the stage of Builder.ai where Microsoft set it to over a billion dollars and in months that money was gone, they apparently spend it on under 200 programmers (test engineers) and that is merely the start of it. And when we talk about enough fibre to circumvent the planet 4.5 times you get 57,402 km of fibre won’t that take any energy? The numbers aren’t adding up and even as Wisconsin has energy, there is every likelihood that they ‘suddenly’ have a shortage of energy. Oh, what a damn shame and the setting of any data centre is that in case of a shortage of energy it all ends right quick, the moment the surplus hits zero, the issues start and they will immediately escalate. 

Further down that page we see the mention of Elon Musk: “Elon Musk confirms xAI is buying an overseas power plant and shipping the whole thing to the U.S. to power its new data center — 1 million AI GPUs and up to 2 Gigawatts of power under one roof, equivalent to powering 1.9 million homes”, well good luck with that idea. I am not saying it is impossible, but the setting of getting that all placed in a new location still requires a lot of concrete and not to mention the stage of the resources to get the plant going, so what is it? Gas, oil, coal, Uranium?

So what is fueling the Microsoft plant? And how much surplus energy will Wisconsin have left at that point? As I see it, there is a reason that Microsoft doesn’t give out the expected power consumption. And there are a few more items on that list, like validators (could be done remotely) so hundreds of people calling into that centre what drives the telecom settings? All issues that would have to be tackled on day one. 

As I see it, there is a lack of focal points, but as I see it, those who spin aren’t interested in that concept at all. Merely the floatation of the name in conjunction with “‘world’s most powerful’ AI data center”, didn’t Microsoft do this once before? Oh yes, the most powerful console in the world. How did that end with that Xbox series X? As far as I know it is trailing the weakest console (Nintendo Switch) by a lot and it is also trailing the PlayStation 5 a fair bit. So I am not keeping my hope up when Microsoft is juggling the setting “World’s most powerful…anything”

But then I have seen them play these cards for almost 40 years. And they could have taken advice from IBM on certain matters, like “This page is intentionally kept blank”

But that is just me.

The second setting is being pushed forward. I don’t want to write the wring thing and there are a few missing cogs in that story. Like the ‘new’ location on $4,300 billion retirement funds. And no one is talking so I have to dig.

Well, have a great day, time for Sunday to get a sun (in 4 hours) and consider looking around for freedom of speech, Disney seemingly can’t find it. 

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September 14, 2025 · 06:23

The massive problem with AI

Yes, I have said that on several occasions, there is no AI and whatever there is has verification issues. Today I illustrate this YET again and here in this case Google is as much to blame as many others.

So we have two images, the first one gives us 

That there are risks. I was taken a little back, The UAE is one of the safest places on the planet. So I decided to ask the same question a little different and I added the term “in 2025” so as we see the second setting

We see the initial feeling I had about the country. And there are an abundance of articles showing the safety of the UAE (and Abu Dhabi), as such I want to kindly wake Sergey Bring the fuck up and I am wondering whether he needs to address his Gemini settings a little. Perhaps American tourism decline settings is altering the verification settings?

As such there is one little situation, the setting that whatever bigtech calls AI cannot be trusted (which I already knew). The setting of verification that is up and about and that is the major handle in whatever that (AI) is. We need to realise that there is no AI. There is DML (Deeper Machine Learning) and there is LLM (Large Language Models) and they are awesome, but they are depending on the programmers you throw at them and it is not foolproof, there are issues (as you can see). 

This is not a large article. I have said it before and now within 5 minutes I had the setting I needed. I reckon that all of you want to make a separate ‘judgment’ on whatever these people call AI and whether it might show your local environment in a limelight you could check. And just for fun (I tend to be a whacky person) I am adding the ‘American Tourism decline’ here too.

Just to set the premise, consider that this was given 4 weeks ago: “In June, Canadian residents returned from 2.1 million trips to the United States, representing a 28.7% decrease from the same month in 2024 and accounting for 70.8% of all trips abroad taken by Canadian residents in June 2025.” And the story here becomes verification. You see, who (or what) is feeding the AI models? When the data cannot be verified, how is the data conceived? Because this data is fed, by whom becomes the story and the media (as a whole) becomes less and less reliable. 

Have a great day, almost time for me to take a walk towards my brekky.

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September 8, 2025 · 10:53

Setting to lull

That is not a setting I usually entertain, but the stage is now that I am. In the first the alcoholic across the hall decided to play his music 50 dB over the allowed limit and the land lord does nothing. He is the guy who casually mentioned that he went to school with the Beatle (he does not have a Liverpool accent) and he filmed President Putin topless on a horse. He is that kind of useless. 

In the meantime I could bash the idiots brain in, but then I go to prison and I am hoping that some of my irons will result in revenue making this place a massive part of me immediate past. So I need to suck it up, which in this setting of ageism is not easy. I am still working on two other scripts, but my lack of Final Draft exposure makes it a little hard. Redesigning blog articles into script parts is not a clear cut as it should be. I might redo part in pages and then import it into Final Draft, but that is for another day. As I was looking into these scripts (I have currently 4 scripts), one has been submitted to Channels in Saudi Arabia and the UAE as this script would appeal to an Islamic population. I might want to learn the setting of Indonesia, but I reckon that these two will also show my work to the audiences in Indonesia, Bangladesh and Egypt. That is the first. The second one is Vitam Exhauriens which played in part in New Orleans and in part all over the world. Then there is Keno Diastimas which is in an undisclosed location under water. And that has a few lovely twists. That one is an open-ended three seasons part with the open ending (I thought it was better that way and a wink in the direction of Terry Gilliam A director I have admired for a long time. The fourth one is the one that is ‘now’ in season three and is called Engonos. That one is in part in London, in part in Greece and in part in Turkey (so these parts need to be found in one locations), but that is not my problem, my ‘challenge’ is the story and these three are on my plate. I have progression in both Vitam Exhauriens and Keno Diastimas, but they have different ‘challenges’ the second one is pretty complete, but I am still uncertain about some of the elements, to make it fit better as a story and as a TV show, but that is my challenge.

The second setting is about making some issues work (not the scripts). As I see the world going to hell in a hand basket, I can merely look at what happens and see how it unfolds. There is nothing I can do about it. As Reuters is giving us ‘US unemployment rate near 4-year high as labor market hits stall speed’ as well as ‘Wall Street Week ahead inflation data looms for markets’ and that happens whilst we also get Goldman Sachs as Reuters gives us ‘Goldman takes $1 billion stake in T. Rowe to tap retirement money’ and there we get “Big financial firms such as Goldman, BlackRock and Morgan Stanley are making a big push into alternative assets, an area dominated by private equity firms, to capitalize on their growth potential and attract new clients.” And that has to go at the cost of retirement money? I am not an economist and I do not claim to be one, but there is something ‘shoddy’ (in my mind) that a bank would invest a billion dollars. It usually is to get more in return. So how does this help retirees? I made mention that the BIGFIN and government would shake the retirement tree at some point. Is this the beginning?

I do not know, but it makes me uneasy. You see, if this is happening in America now, then soon enough (I have no idea when) it will happen to the United Kingdom, Australia and Europe as well. When? That is anyones guess and I reckon that the American setting is dire enough to do this now, but it takes a lot more knowledge to confirm or scuttle the setting we see here. The Financial Times is hanging the question whether the America economy is already in recession and the should know, so it seems like the economists at large are playing musical chairs. All that whilst the Economist comes with ‘What if the AI Stockmarket blows up?’ With the byline that “We find that the potential cost has risen alarmingly high” I could have told them that over a year ago and the entire builder.ai with the setting of Microsoft pumping it up to a billion dollars wasn’t a nearly dead giveaway? 

It is now as we approach Q4 that the ‘high’ costs are ‘suddenly’ getting the forefront news. And this happens in a time when America is getting hit with negative news after negative news. I saw most parts of this coming, but now we seemingly get it all in one quarter and I reckon that is the moment the larger companies start shedding more and more jobs whilst hiding behind the nonexistent AI wall. Yup, that will give several people a bloody nose to begin with and when the media wakes up from all this screaming “What’s this, how could this happen?” You know you’ve been had because they (the media) merely care about their digital dollars. So whilst we get all this, The Financial Times also gives us ‘Peter Mandelson warns US and UK must unite to halt Chinese tech supremacy’, I could not read the article as I am not a member, but here is a thought. How about becoming an actual ‘innovative’ force. Not claiming that you are, but becoming one. I am hoping that Peter Mandelson refers to the British Ambassador to the United States. You see, China is at least a furlong ahead of the rest and when we see a race that is merely 5 furlongs you are already losing that race. If the race is 12 furlongs you are less likely to become winner, at best you can hope to come a contender and I have shown that Amazon and Google dropped the ball a few times leaving billions on the floor. Al claiming that they had the AI field in hand. But there is no AI field, not yet and that realisation gives the setting. I basically handed the open victory to Al Waleed bin Talal Al Saud as well as Tencent. Whether they would grab that open ball for the win is anyone’s guess, but that is where we stand. So whilst we see all kinds of places shedding thousands of people, I cannot vouch for Google doing that. There is talks that thousands were shed, but it is specific (and I do not know all the details), so whilst we see that these people are shed, we see ‘their’ reasons for shedding sales people and being replaced by AI agents. That is out in the open. I am not judging as DML is a setting that can be applied to advertising. So how that goes will be in the corridors of awaiting judgment.

Still we see a massive change happening and I am (fiercely) hoping that people like Al Waleed bin Talal Al Saud see the wisdom that I bring (it would make my retirement a decent certainty). But that too is out in the open. I do know that if my retirement depends on the American setting that I end up working until the day I die in hunger. Not a setting I relish mind you.

So I end up in a waiting pattern for now. Have a great day. My Monday is off to a rocky start.

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August 5, 2025 · 23:31

By German standards

That is at time the saying, it isn’t always ‘meant’ in a positive sight and it is for you to decide what it is now. The Deutsche Welle gave me yesterday an article that made me pause. It was in part what I have been saying all along. This doesn’t mean it is therefor true, but I feel that the tone of the article matches my settings. The article (at https://www.dw.com/en/german-police-expands-use-of-palantir-surveillance-software/a-73497117) giving us ‘German police expands use of Palantir surveillance software’ doesn’t seem too interesting for anyone but the local population in Germany. But that would be erroneous. You see, if this works in Germany other nations will be eager to step in. I reckon that The Dutch police might be hopping to get involved from the earliest notion. The British and a few others will see the benefit. Yet, what am I referring to?

It sounds that there is more and there is. The article’s byline gives us the goods. The quote is “Police and spy agencies are keen to combat criminality and terrorism with artificial intelligence. But critics say the CIA-funded Palantir surveillance software enables “predictive policing.”” It is the second part that gives the goods. “predictive policing” is the term used here and it supports my thoughts from the very beginning (at least 2 years ago). You see, AI doesn’t exist. What there is (DML and LLM) are tools, really good tools, but it isn’t AI. And it is the setting of ‘predictive’ that takes the cake. You see, at present AI cannot make real jumps, cannot think things through. It is ‘hindered’ by the data it has and that is why at present its track record is not that great. And there are elements all out there, there is the famous Australian case where “Australian lawyer caught using ChatGPT filed court documents referencing ‘non-existent’ cases” there is the simple setting where an actor was claimed to have been in a movie before he was born and the lists goes on. You see, AI is novel, new and players can use AI towards the blame game. With DML the blame goes to the programmer. And as I personally see “predictive policing” is the simple setting that any reference is made when it has already happened. In layman’s terms. Get a bank robber trained in grand theft auto, the AI will not see him as he has never done this. The AI goes looking in the wrong corner of the database and it will not find anything. It is likely he can only get away with this once and the AI in the meantime will accuse any GTA persona that fits the description. 

So why this?
The simple truth is that the Palantir solution will safe resources and that is in play. Police forces all over Europe are stretched thin and they (almost desperately) need this solution. It comes with a hidden setting that all data requires verification. DW also gives us “The hacker association Chaos Computer Club supports the constitutional complaint against Bavaria. Its spokesperson, Constanze Kurz, spoke of a “Palantir dragnet investigation” in which police were linking separately stored data for very different purposes than those originally intended.” I cannot disagree (mainly because I don’t know enough) but it seems correct. This doesn’t mean that it is wrong, but there are issues with verification and with the stage of how the data was acquired. Acquired data doesn’t mean wrong data, but it does leave the user with optional wrong connections to what the data is seeing and what the sight is based on. This requires a little explanation.

Lets take two examples
In example one we have a peoples database and phone records. They can be matched so that we have links.

Here we have a customer database. It is a cumulative phonebook. All the numbers from when Herr Gothenburg got his fixed line connection with the first phone provider until today, as such we have multiple entries for every person, in addition to this is the second setting that their mobiles are also registered. As such the first person moved at some point and he either has two mobiles, or he changed mobile provider. The second person has two entries (seemingly all the same) and person moved to another address and as such he got a new fixed line and he has one mobile. It seems straight forward, but there is a snag (there always is). The snag is that entry errors are made and there is no real verification, this is implied with customer 2, the other option is that this was a woman and she got married, as such she had a name change and that is not shown here. The additional issue is that Müller (miller), is shared by around 700,000 people in Germany. So there is a likelihood that wrongly matched names are found in that database. The larger issue is that these lists are mainly ‘human’ checked and as such they will have errors. Something as simple as a phonebook will have its issues. 

Then we get the second database which is a list of fixed line connections, the place where they are connected and which provider. So we get additional errors introduced for example, customer 2 is seemingly assumed to be a woman who got married and had her name changed. When was that, in addition there is a location change, something that the first database does not support as well as she changed her fixed line to another provider. So we have 5 issues in this small list and this is merely from 8 connected records. Now, DML can be programmed to see through most of this and that is fine. DML is awesome. But consider what some called AI and it is done on unverified (read: error prone) records. It becomes a mess really fast and it will lead to wrong connections and optionally innocent people will suddenly get a request to ‘correct’ what was never correctly interpreted. 

As such we get a darker taint of “predictive policing” and the term that will come to all is “Guilty until proven innocent” a term we never accepted and one that comes with hidden flaws all over the field. Constanze Kurz makes a few additional setting, settings which I can understand, but also hindered with my lack of localised knowledge. In addition we are given “One of these was the attack on the Israeli consulate in Munich in September 2024. The deputy chairman of the Police Union, Alexander Poitz, explained that automated data analysis made it possible to identify certain perpetrators’ movements and provide officers with accurate conclusions about their planned actions.” It is possible and likely that this happens and there are intentional settings that will aide, optionally a lot quicker than not using Palantir. And Palantir can crunch data 24:7 that is the hidden gem in this. I personally fear that unless an accent to verification is made, the danger becomes that this solution becomes a lot less reliable. On the other hand data can be crushed whilst the police force is snoring the darkness away and they get a fresh start with results in their inbox. There is no doubt that this is the gain for the local police force and that is good (to some degree). As long as everyone accepts and realizes that “predictive policing” comes with soft spots and unverifiable problems and I merely am looking at the easiest setting. Add car rental data with errors from handwritings and you have a much larger problem. Add the risk of a stolen or forged drivers license and “predictive policing” becomes the achilles heel that the police wasn’t ready for and with that this solution will give the wrong connections, or worse not give any connection at all. Still, Palantir is likely to be a solution, if it is properly aligned with its strengths and weaknesses. As I personally see it, this is one setting where the SWOT solution applies. Strengths, Weaknesses, Opportunities, and Threats are the settings any Palantir solution needs and as I personally see it, Weakness and Threats require its own scenario in assessing. Politicians are likely to focus on Strength and Opportunity and diminish the danger that these other two elements bring. Even as DW gives us “an appeal for politicians to stop the use of the software in Germany was signed by more than 264,000 people within a week, as of July 30.” Yet if 225,000 of these signatures are ‘career criminals’ Germany is nowhere at present. 

Have a great day. People in Vancouver are starting their Tuesday breakfast and I am now a mere 25 minutes from Wednesday.

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July 16, 2025 · 05:51

Two for two

That is the setting that I see overlapping. Now, if someone states that they have nothing to do with each other, I would disagree, but I see their point too. At times causality is as thin as the thread to a spiderweb. I just see that there is more then one thread connecting the two together. And those who disagree are allowed to do this. So it started with Kazinform International News Agency (a news agency in Kazakhstan) informing me of ‘Saudi Arabia retains top spot in MENA venture capital investment for first half of 2025’, in itself not terribly important to my scope of life, but it had mention of the MAGNiTT. I had not heard that term before and I get a lot of information, so I decided to check it out. It states “your go-to platform for verified Venture Capital & Private Equity data in Middle East, Africa, Southeast Asia, Türkiye and Pakistan” that I would have remembered, as such a new term came to me, from an unknown source. The part that got my intention was “Saudi Arabia maintained its first rank across MENA in terms of Venture Capital (VC) funding in the first half of 2025, witnessing a total VC deployment of $860 Million (SAR3.2 billion), surpassing the total VC funding of 2024 (full year)” as such, I am getting the impression that Saudi Arabia is stretching its financial influence in the world, when you see a near two for one deal spanning almost a billion, that ain’t hay (as the expression goes). 

The additional quote goes “The Kingdom’s leading position in the VC scene in the region comes as a result of many governmental initiatives launched to stimulate the VC and startups ecosystem within the Saudi Vision 2030 programs. We at SVC are committed to continuing to lead the development of the ecosystem by stimulating private investors to provide support for startups and SMEs to be capable of fast and high growth, leading to diversifying the national economy and achieving the goals of the Saudi Vision 2030, CEO and Board Member at Saudi Venture Capital (SVC) Dr. Nabeel Koshak commented.” As such there is a lot to be said for being thorough and Saudi Arabia isn’t tinkering on the corner. Now considering that I didn’t get that news from the Financial Times or Reuters, I had an issue with this. So, consider that it is missing from the Financial Times, a said to be thorough news agency for all matters linked to the channel of a “Ka-Ching” nature. 

This is setting the second phase of the issue being a (what some call) AI setting. You see, I was looking as American Tourism (a daily event) as I keep my eyes on this. Here we see “Tourism in the United States is experiencing a decline in international visitor spending, with a projected $12.5 billion drop in 2025. This downturn is attributed to a combination of factors, including perceived negative impacts from Trump administration policies related to trade and borders, a strong dollar, and weaker global economic growth. While domestic tourism remains strong, the US is seeing fewer international tourists compared to other countries, and some experts predict it may not return to pre-pandemic levels until 2030.” (Source: claimed AI) what connects this is Forbes giving us ‘U.S. tourism will lose up to $29 billion as visitors plummet amid Trump policies’ a mere week ago (at https://www.forbes.com.au/life/travel/u-s-tourism-will-lose-up-to-29-billion-as-visitors-plummet-amid-trump-policies/) a mere week ago. So is this (non) AI a mere 240% off? You see, one part is the “strong dollar” but sources give me “the United States Dollar has strengthened 0.62%, but it’s down by 5.38% over the last 12 months.” As such the second part came to me. Can these sources which I define as NIP (Near Intelligent Parsing) be given programmed issues that as not taken into consideration? And that thought gets strengthened through “While domestic tourism remains strong, the US is seeing fewer international tourists compared to other countries, and some experts predict it may not return to pre-pandemic levels until 2030”, the issue is that the term before directly clashes with the Forbes quote, which is “the U.S. is a notable loser this year as tens of millions of international visitors are choosing to travel elsewhere—costing the economy up to $29 billion—and risking millions of jobs” and there is data supporting the Forbes view. I am also considering that Forbes might have missed a setting or two. The amount of bed and breakfast places that will lose close to everything as tourists stay away. Florida who just expanded is seeing less tourists from both Canada and overseas tourists. The Trump administration has made America less interesting in 2025 and likely 2026 as well. That and as we now see that Saudi Arabia, Europe, Canada and the UAE are cashing in on that negativity is giving a much larger confidence in the losses that Forbes predict. 

So, how are they connected?
There is a larger setting to the folly of NIP (or what some call AI), you see NIP is based on DML and that only works on predicted data that has occurred and the setting America faces, other has never faced before and certainly not in this global economy where preparation is king. Last month, merely one travel agent is giving us ‘Flight Centre is facing a $100m hit as a result’, that is merely one travel agent and some sources give us that there are an expected 571,541 operating in 2025. So how many losses will America face? It is the groundling of questions, because that also gives us the amount of Venture Capitalists that are turning towards Saudi Arabia and the UAE (to name but two). This matters as it explains why Saudi Arabia it self is leading the charge. Wouldn’t you turn to your own borders to cash in on ventures happening before 2030? So as we saw “some experts predict it may not return to pre-pandemic levels until 2030” and this is happening around that same time. With the Trump administration giving folly at nearly every corner, I wouldn’t put my money there, I would feel a lot more secure putting it in Canada to say the least. 

Kazinform gave me the setting that is playing now. Through these links there is a thought that the internet and its habitants are being spanned to through what some call AI (which it is not) by engineering markers that are ‘managed’ through some forces as to what constitutes NIP at best. Deeper Machine Learning (DML) even with LLM (Larger Language Machine) in place can only work with what is, what it has ad the world has never been given these markers of folly before. As such DML is kinda useless. They can pretend the core remains the same, but everything that this core fuels is off (by a lot) and that is setting the fake premise that it can never keep. And the end of the Kazinform story is pretty much the best, it gives us “As reported previously, Saudi Arabia ranked first globally in growth of international tourism receipts in Q1 of 2025 compared to Q1 of 2019, according to the World Tourism Barometer published by UN Tourism in May.” That makes sense as the people are turning away from America in tourism and Saudi Arabia has worked hard to buff up on being the next tourism spot to be. People tend to forget that 20% of the world is Muslim and they are done with the world treating them as a second best option. Taking into account that Saudi Arabia is growing in the tourism direction as well as all the NEOM projects completing one by one. So when winter sport season comes near, do you really want to go to America at the present setting, or will it become Mt. Whistler (BC, Canada) or Trojena (Saudi Arabia)? The choices are tough, I get it, but with the waiting lines at Mt. Whistler I wouldn’t be surprised if Trojena will have its first year with numerous Canadians there. As some say, Aspen is so passé. And that is merely one reason why Saudi Arabia will grown into a new tourism behemoth. All that before we get to actually see Aquellum, which could be a global first, a community where the architecture is inward set. I cannot give credence to any of that, but if Saudi Arabia pulls it off, it will become the next world wonder and it will show Saudi Arabia to be the next powerhouse in the world with the bulk of the Muslims world wanting to live and grow there. 20% of the population of the planet seeking growth is not to be underestimated and that is before other realise that the bulk of eager Americans want a piece of that life too. All elements in what the next decade is shaping up to be and that is the setting that neither AI (or NIP for that matter) saw coming, because the current settings are all given to us be engineers (remember builder.ai). It doesn’t adjust for something never done before and that is where the hard parts come around the corner, there is no AI (at present).

So feel free to see me as incorrect, that is fine. But also adjust your views to views currently not given and there is an overlap of matters. What is and is filtered away for reasons ‘unknown’ and what is not given to us because some cannot see the impact. It is a two for two setting.

Have a great day, I entered the middle of the week, it is still yesterday lunchtime in Vancouver.

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July 13, 2025 · 11:25

Speculating on language

That was the setting I found myself in. There is the specific on an actual AI language, not the ones we have, but the one we need to create. You see, we might be getting close to trinary chips. You see, as I personally see it, there is no AI as the settings aren’t ready for it (I’ve told that before), but we might be getting close to it as the Dutch physicist has had a decade to set the premise of the proven Epsilon particle to a more robust setting and it has been a decade (or close to it) and that sets the larger premise that an actual AI might become a reality (were still at least a decade away), but in that setting we need to reconsider the programming language. 

BinaryTrinary
NULLNULL
TRUETRUE
FALSEFALSE

BOTH

We are in a binary digital world at present and it has served our purpose, but for an actual AI it does not suffice. You can believe the wannabe’s going on about we can do this, we can do that and it will come up short. Wannabe’s who will hide behind data tables in data tables solutions and for the most (as far as I saw it) only Oracle ever got that setting to work correctly. The rest merely grazes on that premise. You see, to explain this in the simplest of ways. Any intelligence doesn’t hide behind black or white. It is a malleable setting of grey, as such both colors are required and that is where Trinary systems with both true and false activated will create the setting an AI needs. When you realise this, you see the bungles the business world needs to hide behind. They will sell these programmers (or engineers) down the drain at a moments notice (they will refer to it as corporate restructuring) and that will put thousands out of a job and the largest data providers in class action suits from start to up the wazoo. 

When you see what I figured out a decade ago, the entire “AI” field is driven to nothing short of collapse. 

My mind kept it in the back of my mind and it worked on the solutions it had figured out. So as I see it something like C#+ is required. An extended version of C# with LISP libraries (the IBM version) as the only one I also had was a Borland program and I don’t think it will make the grade. As I personally see it (with my lack of knowledge) is that LISP might be a better fit to connect to C#. You see, this is the next step. As I see it ‘upgrading’ C# is one setting, but LISP has the connectors required to make it work and why reinvent the wheel? And when the greedy salespeople figure out what they missed over the last decade (the larger part of it) they will come with statements that it was a work in progress and that they are still addressing certain items. Weird, I got there a decade ago and they didn’t think I was the right material. As such you can file their versions in a folder called ‘What makes the grass grow in Texas?’ (Me having a silly grin now). I still haven’t figured it all out, but with the trinary chip we will be on the verge of getting an actual AI working. Alas, the chip comes long after we bid farewell to Alan Turing as he would have been delighted to see that moment happen. The setting of gradual verification, a setting of data getting verified on the fly will be the next best thing and when the processor gives us grey scales that matter, we will see that contemplated ideas that will drive any actual AI system forward. It will not be pretty at the start. I reckon that IBM, Google and Amazon will drive this And there is a chance that they all will unite with Adobe to make new strides. You think I am kidding, but I am not. You see, I refer to greyscales on purpose. The setting of true and false is only partially true. The combination of the approach of BOTH will drive solutions and the idea of both bing replaced through channels of grey (both true and false) will be in first a hindrance and when you translate this to greyscales, the Adobe approach will start making sense. Adobe excels in this field and when we set the ‘colorful’ approach of both True and False, we get a new dimension and Adobe has worked in that setting for decades, long before the Trinary idea became a reality. 

So is this a figment of my imagination?
It is a fair question. As I said there is a lot of speculation through the date here and as I see it, there is a decent reason to doubt me. I will not deny this, but those deep into DML and LLM’s will see that I am speaking true, not false and that is the start of the next cycle. A setting where LISP is adjusted for trinary chips will be the larger concern. And I got to that point at least half a decade ago. So when Google and Amazon figure out what to do we get a new dance floor, a boxing square where the lights influences the shadows and that will lead to the next iteration of this solution. Consider one of two flawed visions. One is that a fourth dimension cases a 3D shadow, by illuminating the concept of these multiple 3D shadows the computer can work out 4D data constraints. The image of a dot was the shade of a line, the image of a 2D shape was the shadow of a 3D image and so on. When the AI gets that consideration (this is a flaky example, but it is the one that is in my mind) and it can see the multitude of 3D images, it can figure out the truth of the 4D datasets and it can actually fill in the blanks. Not the setting that NIP gives us now, like a chess computer that has all the games of history in its mind, so it can figure out with some precision what comes next. That concept can be defeated by making what some chess players call ‘A silly move’, now we are in the setting of more as BOTH allows for more and the stage can be illustrated by an actual AI to figure out what should be really likely to be there. Not guess work, but the different images make a setting of nonrepudiation to a larger degree, the image could only have been gotten by what should have been there in the first place. And that is a massive calculation, don’t think it won’t be deniable, the data that Nth 3D images gives us set the larger solution to a given fact. It is the result of 3 seconds of calculations, the result to a setting the brain could not work out in months. 

It is the next step. At that point the computer will not take an educated guess, it will figure out what the singular solution would be. The setting that the added BOTH allows for. 

A proud setting as I might actually still be alive to see this reality come to pass. I doubt I will be alive to see the actual emergence of an Artificial Intelligence, but the start on that track was made in my lifetime. And with the other (unmentioned) fact, I am feeling pretty proud today. And it isn’t even lunchtime yet. Go figure.

Have a great day today.

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July 12, 2025 · 05:34

IT said vs IT said

This is a setting we are about to enter. It was never rocket science, it was simplicity itself. And I mentioned it before, but now Forbes is also blowing the trumpet I mentioned in a clarion call in the past. The article (at https://www.forbes.com/councils/forbestechcouncil/2025/07/11/hallucination-insurance-why-publishers-must-re-evaluate-fact-checking/) gives us ‘Hallucination Insurance: Why Publishers Must Re-Evaluate Fact-Checking’ with “On May 20, readers of the Chicago Sun-Times discovered an unusual recommendation in their Sunday paper: a summer reading list featuring fifteen books—only five of which existed. The remaining titles were fabricated by an AI model.” We have seen these issues in the past. A Law firm stating cases that never existed is still my favourite at present. We get in continuation “Within hours, readers exposed the errors across the internet, sharply criticizing the newspaper’s credibility. This incident wasn’t merely embarrassing—it starkly highlighted the growing risks publishers face when AI-generated content isn’t rigorously verified.” We can focus on the setting about the high cost of AI errors, but as soon as the cost becomes too high, the staters of this error will get a Trump card and settle out of court, with the larger population being set in the dark on all other settings. But it goes into a nice direction “These missteps reinforce the reality that AI hallucinations and fact-checking failures are a growing, industry-wide problem. When editors fail to catch mistakes before publication, they leave readers to uncover the inaccuracies. Internal investigations ensue, editorial resources are diverted and public trust is significantly undermined.” You see, verification is key here and all of them are guilty. There is not one exception to this (as far as I can tell), there was a setting I wrote about this in 2023 in ‘Eric Winter is a god’ (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) there on July 5th, I noticed a simple setting that Eric Winter (that famous guy from the Rookie) played a role in The Changeling (with the famous actor George C. Scott). The issue is two fold. The first is that Eric was less than 2 years old when the movie was made. The real person was Erick Vinther (playing a Young Man(uncredited)) This simple error is still all over Google, as I see it, only IMDB has the true story. This is a simple setting, errors happen, but in over 2 years that I reported it, no one fixed this. So consider that these errors creep into a massive bulk of data, personal data becomes inaccurate, and these errors will continue to seep into other systems. The fact that Eric Winter at some point sees his biography riddled with movies and other works where his memory fades under the guise of “Did I do this?”. And there will be more, as such verification becomes key and these errors will hamper multiple systems. And in this, I have some issues on the setting that Forbes paints. They give us “This exposes a critical editorial vulnerability: Human spot-checking alone is insufficient and not scalable for syndicated content. As the consequences of AI-driven errors become more visible, publishers should take a multi-layered approach” you see, as I see it, there is a larger setting with context checking. A near impossible setting. As people rely on granularity, the setting becomes a lot more oblique. A simple  example “Standard deviation is a measure of how spread out a set of values is, relative to the average (mean) of those values.” That is merely one version, the second one is “This refers to the error in a compass reading caused by magnetic interference from the vessel’s structure, equipment, or cargo.” 

Yet the version I learned in the 70’s is “Standard deviation, the offset between true north and magnetic north. This differs per year and the offset rotates in eastern direction in English it is called the compass deviation, in Dutch the Standard Deviation and that is the simple setting on how inaccuracies and confusions are entered in data settings (aka Meta Data) and that is where we go from bad to worse. And the Forbes article illuminates one side, but it also gives rise to the utter madness that this StarGate project will to some extent become. Data upon data and the lack of verification. 

As I see it, all these firms relying on ‘their’ version of AI and in the bowels of their data are clusters of data lacking any verification. The setting of data explodes in many directions and that lack works for me as I have cleaned data for the better pat of two decades. As I see it dozens of data entry firms are looking at a new golden age. Their assistance will be required on several levels. And if you doubt me, consider builder.ai, backed my none other than Microsoft and they were a billion dollar firm and in no time they had the expected value of zero. And after the fact we learn that 700 engineers were at the heart of builder.ai (no fault of Microsoft) but in this I wonder how Microsoft never saw this. And that is merely the start. 

We can go on on other firms and how they rely on ai for shipping and customer care and the larger setting that I speculatively predict is that people will try the stump the Amazon system. As such, what will it cost them in the end? Two days ago we were given ‘Microsoft racks up over $500 million in AI savings while slashing jobs, Bloomberg News reports’, so what will they end up saving when the data mismatches will happen? Because it will happen, it will happen to all. Because these systems are not AI, they are deeper machine learning systems optionally with LLM (Large Language Modules) parts and as AI are supposed to clear new data, they merely can work on data they have, verified data to be more precise and none of these systems are properly vetted and that will cost these companies dearly. I am speculating that the people fired on this premise might not be willing to return, making it an expensive sidestep to say the least. 

So don’t get me wrong, the Forbes article is excellent and you should read it. The end gives us “Regarding this final point, several effective tools already exist to help publishers implement scalable fact-checking, including Google Fact Check Explorer, Microsoft Recall, Full Fact AI, Logically Facts and Originality.ai Automated Fact Checker, the last of which is offered by my company.” So here we see the ‘Google Fact Check Explorer’, I do not know how far this goes, but as I showed you the setting with Eric Winter has been there for years and no correction was made. Even as IMDB doesn’t have this. I stated once before that movies should be checked against the age the actors (actresses too) had at the time of the making of the movie. And flag optional issues, in the case of Eric Winter a setting of ‘first film or TV series’ might have helped. And this is merely entertainment, the least of the data settings. So what do you think will happen when Adobe or IBM (mere examples) releases new versions and there is a glitch setting these versions in the data files? How many issues will occur then? I recollect that some programs had interfaces built to work together. Would you like to see the IT manager when that goes wrong? And it will not be one IT manager, it will be thousands of them. As I personally see it, I feel confident that there are massive gaps in the assumption of data safety of these companies. So as I introduced a term in the past namely NIP (Near Intelligent Parsing) and that is the setting that these companies need to fix on. Because there is a setting that even I cannot foresee in this. I know languages, but there is a rather large setting between systems and the systems that still use legacy data, the gaps in there are (for as much as I have seen data) decently massive and that implies inaccuracies to behold. 

I like the end of the Forbes article “Publishers shouldn’t blindly fear using AI to generate content; instead, they should proactively safeguard their credibility by ensuring claim verification. Hallucinations are a known challenge—but in 2025, there’s no justification for letting them reach the public.” It is a fair approach, but there is a rather large setting towards the field of knowledge where it is applied. You see, language is merely one side of that story, the setting of measurements. As I see it (using an example) “It represents the amount of work done when a force of one newton moves an object one meter in the direction of the force. One joule is also equivalent to one watt-second.” You see, cars and engineering use Joule in multiple ways, so what happens when the data shifts and values are missed? This is all engineer and corrector based and errors will get into the data. So what happens when lives are at stake? I am certain that this example goes a lot further than mere engineers. I reckon that similar settings exist in medical application, And who will oversee these verifications?

All good questions and I cannot give you an answer, because as I see it, there is no AI, merely NIP and some tools are fine with Deeper Machine Learning, but certain people seem to believe the spin they created and that is where the corpses will show up and more often than not in the most inconvenient times. 

But that might merely be me. Well time for me to get a few hours of snore time. I have to assassinate someone tomorrow and I want it too look good for the script it serves. I am a stickler for precision in those cases. Have a great day.

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May 30, 2025 · 15:34

The size of that

Something no woman has ever sad to me, but that is for another day. You see, the story (at https://www.datacenterdynamics.com/en/news/saudi-arabias-ai-co-humain-looking-for-us-data-center-equity-partner-targets-66gw-by-2034-with-subsidized-electricity/) In this DCD ( Data Center Dynamics) gives us ‘Saudi Arabia’s AI co. Humain looking for US data center equity partner, targets 6.6GW by 2034 with subsidized electricity’ and they throw numbers at us. First there is the money “Plans $10bn venture fund to invest in AI companies”, which seems fair enough. But after that we get “The company said that it would buy 18,000 Nvidia GB300 chips with “several hundred thousand” more on the way, that it was partnering with AWS for a $5bn ‘AI Zone,’ signed a deal with AMD for 500MW of compute, and deployed Groq chips for inference.” I reckon that will split and split again, the shares of Nvidia. Then we get the $5 billion AI zone and then the AMD deal for 500MW of compute and deployed Groq chips for a conclusion reached on the basis of evidence and reasoning. Yes, that is quite the mouthful. After that we get a pause for the “How much of Humain’s data center focus will be on Saudi-based facilities is unclear – its AMD deal mentions sites in the US.” As such, we need to see what this is all about and I am hesitant to mention conclusions for a field that I am not aware of. Yet, the nagging feeling is in the back of my mind and it is jostling in an annoying way. You see, lets employ somewhat incorrect math (I know it is not a correct way). Consider 18,000 computers draining the energy net of 500 watt per system per second. That amounts to 9,000 GW energy (speculatively), and that is just the starting 18,000. As such the setting will be several times the amount needed for fueling these AI centers. Now, I know my calculations are widely of and we are given “At first, it plans to build a 50MW data center with 18,000 Nvidia GPUs for next year, increasing to 500MW in phases. It also has 2.3 square miles of land in the Eastern Province, which could host ten 200MW data centers.” I am not attacking this, but when we take into consideration that amount of energy requirements for processors, storage, cooling and maintaining the workflow my head comes up short (it usually does) and the immediate thought is where is this power coming from? As I see it, you will need a decently build Nuclear reactor and that reactor needs to be started in about 8 hours for that timeline to be met. Feel free to doubt me, I already am. Yet the needed energy to fuel a 66GW Data centre of any kind needs massive power support. And the need for Huawei to spice up the data cables somewhat. As I roughly see it, a center like that needs to plough through all the spam internet it gets on a near 10 seconds setting. That is all the spam it can muster in a year per minute (totally inaccurate, but you get the point). The setting that the world isn’t ready for this and it is given to us all in a mere paragraph. 

Now, I do not doubt the intent of the setting and the Kingdom of Saudi Arabia is really sincere to get to the ‘AI field’ as it is set, but at present the western setting is like what builder thought it would be and overreached (as I see it) and fraudulently set the stations of what they believed AI was and blew away a billion dollars in no time at all (and dragged Microsoft along with it) as they backed this venture. This gives me donut (which I already had) on the AI field as the AI field is more robust as I saw it (leaning on the learnings of Alan Turing) and it is a lot more robust then DML (Deeper Machine Learning) and LLM (Large Language Models), it really is. And for that I fear for the salespeople who tried to sell this concept, because when they say “Alas, it didn’t work. We tried, but we aren’t ready yet”, will be met with some swift justice in the halls of Saudi Arabia. Heads will roll intuit instance and they had that coming as I foresaw this a while before 2034. (It is 2025 now, and I am already on that page). 

Merely two years ago MIT Management gave us ‘Why neural net pioneer Geoffrey Hinton is sounding the alarm on AI’ and there we get the thing I have warned about for years “In a widely discussed interview with The New York Times, Hinton said generative intelligence could spread misinformation and, eventually, threaten humanity.” I saw this coming a mile away (in 2020, I think) You see, these salespeople are so driven to their revenue slot that they forget about Data verification and data centers require and ACTUAL AI to drag trough the data verifying it all. This isn’t some ‘futuristic’ setting of what might be, it is a certainty that non-verified data breeds inaccuracies and we will get inaccuracy on inaccuracy making things go from bad to worse. So what does that look on a 66GW system? Well, for that we merely need to look back to the 80’s when the term GIGO was invented. It is a mere setting of ‘Garbage In, Garbage Out’ no hidden snags, no hidden loopholes. A simple setting that selling garbage as data leaves is with garbage, nothing more. As such as I saw it, I looked at the article and the throwing of large numbers and people thought “Oh yes, there is a job in there for me too” and I merely thought, what will fuel this? And band that, who can manage the see-through of the data and the verification process, because with those systems in place a simple act of sabotage by adding a random data set to the chain will have irreparable consequences in that data result. 

So, as the DCD set that, they pretty much end the setting with “By 2030, the company hopes to process seven percent of the globe’s training and inference workloads. For the facilities deployed in the kingdom, Riyadh will subsidize electricity prices.” And in this my thoughts are Where is that energy coming from?” A simple setting which comes with (a largely speculative setting) that such a reactor needs to be a Generation IV reactor, which doesn’t exist yet. And in this the World Nuclear Association in 2015 suggested that some might enter commercial operation before 2030 (exact date unknown), yet some years ago we were given that the active member era were “Australia, Canada, China, the European Atomic Energy Community (Euratom), France, Japan, Russia, South Africa, South Korea, Switzerland, the United Kingdom and the United States” there is no mention of the Kingdom of Saudi Arabia and I reckon they would be presenting all kinds of voices against the Kingdom of Saudi Arabia (as well as the UAE) being the first to have one of those. It is my merely speculative nature to voice this. I am not saying that the Economic Simplified Boiling Water Reactor (ESBWR) is a passively safe generation III+ reactor could not do this, but the largest one is being build by Hitachi (a mere 4500MW) and it is not build yet. The NRC granted design approval in September 2014, and it is currently not build yet. That path started in 2011. It is 2025 now, so how long until the KSA gets its reactor? And perhaps that is not needed for my thoughts, but we see a lot of throwing of numbers, yet the DCD kept us completely in the dark on the power requirements. And as I see it the line “Riyadh will subsidize electricity prices” does not hold water as the required energy settings are not given to us (perhaps not so sexy and it does make for a lousy telethon) 

So I am personally left with questions. How about you? Have a great day and drink some irradiated tea. Makes you glow in the dark, which is good for visibility on the road and sequential traffic safety.

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May 25, 2025 · 00:15

When the setting fits

That is at times the thoughts we have. Now, let me be clear. This is pure speculation. It is speculation because I am not in politics (not even the shady kind) and as such it cannot be presumption. There is no best educated guess, there is merely a best guess and the setting fits several thoughts I have had in the past. It all seemingly fits. It doesn’t make it more true or more reliable. 

That is something you need to keep in mind from the start and this was all set in motion through Reuters, who gave me in the first instance (at https://www.reuters.com/business/apple-pay-25-tariff-if-phones-not-made-us-trump-says-2025-05-23/) with ‘Trump threatens new tariffs on European Union and Apple, reigniting trade fears’ and here we see “U.S. President Donald Trump threatened on Friday to ratchet up his trade war again, pushing for a 50% tariff on European Union goods starting June 1 and warning Apple he may slap a 25% levy on all imported iPhones bought by U.S. consumers. The twin threats, delivered via social media, roiled global markets after weeks of de-escalation had provided some reprieve in the tariff battle. Major U.S. stock indexes and European shares fell and the dollar weakened, while the price of gold, a safe-haven for investors, rose. U.S. Treasury yields fell on fears about tariffs’ effect on economic growth.” A few thoughts came to mind. In the first “The twin threats, delivered via social media”, as such why not in an official setting? Why via social media? Is it because the threats might get rolled back? Is it because of non-repudiation? Then we get the Apple setting, why in America? Why is this so essential? (I will get back to this later on). And a few other thoughts are to mind. Then the article ends with “The president’s attack on Apple is his latest attempt to pressure a specific company to move production to the United States, following automakers, pharmaceutical companies and chipmakers. The United States, however, does not mass-produce smartphones – even as U.S. consumers buy more than 60 million phones annually – and moving production would likely increase the cost of iPhones by hundreds of dollars” keep this latest quote on the forefront of your mind for now.

Then Reuters gives us (at https://www.reuters.com/business/aerospace-defense/us-justice-department-reaches-deal-with-boeing-allow-planemaker-avoid-2025-05-23/) ‘US Justice Department reaches deal with Boeing to allow planemaker to avoid prosecution’ the two are actually more connected than you would think. Even as we are given “The agreement allows Boeing to avoid being branded a convicted felon and was harshly criticized by many families who lost relatives in the crashes and had pressed prosecutors to take the U.S. planemaker to trial. A lawyer for family members and two U.S. senators had urged the Justice Department not to abandon its prosecution, but the government quickly rejected the requests.”

Then last we get yet again from Reuters (at https://www.reuters.com/business/energy/trump-seeks-fast-track-new-nuclear-licenses-overhaul-regulatory-agency-2025-05-23/) ‘Trump seeks to fast-track new nuclear licenses, overhaul regulatory agency’ with the subtext “U.S. President Donald Trump on Friday ordered the nation’s independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months.” All this sets a premise of revenue. Boeing, the reactors and last (which I gave first) was the tariffs. America is desperate for revenue and I reckon the setting of the Microsoft linked firm going bust after being evaluated for a billion dollars didn’t help his need. He needs all revenue to come from America and all made there. It isn’t merely America First, it is the speculated setting that America is about to default on its loans. Well that Is how I see it and I might be wrong. The entire setting with the added setting of Greenland and Canada is that he cannot claim that America has plenty of resources making it a lot more wealthy, for that he needed Greenland and Canada. No, now he needs to move it all to America and that is where the problem starts. Because America wasn’t ready for that move, but that is as the America administration sees it, the problem on (and for) Apple. As I see it, this is a speculated final move before the American President has to admit that payment deals need to be made and they want to push it back as far as they can as the number one fear is that others will massively dump their US Bonds and that would instantly call for the near complete dismemberment of the United States of Bankruptcy. 

Could I be wrong?
Yes, I can be wrong. But this image seems to fit the partial shorts we have been able to see. The second option is that President Trump has completely lost it, but I do not think so. Too many settings don’t fit that view of him. Yet the knee-jerk reactions to keep on being seen as an “able to make payments nation” seems to fit the bill more. I reckon that the news last week regarding that Builder.AI is now commencing insolvency proceedings was perhaps the drip that broke the camels back as the expression goes. It is before Saudi Arabia and others would be pumping money into the United States, so there is that to come as well. As they say money must flow and the actions done (especially regarding Boeing) is all about revenue, not about the family of victims. Then we loop back to January when President Trump announced ‘Trump announces a $500 billion AI infrastructure investment in the US’ here I speculate that this was all about some Microsoft setting, at least in part and now that Builder.AI has become insolvent and it was backed by Microsoft gives rise to the 500 billion being set on shaky grounds. It’s like looking at the Chrysler building seemingly coming closer to view until you realise that it was build on a quicksand. And they figure this out after the building was complete and now the top of that building is making the rest sink into the marsh. As I see it (which is presumption in this case), is as AI doesn’t exist, that they had made clever moves with DML (Deeper Machine Learning) and LLM (Large Language Models) and that requires programmers and some extended programming, but the deeper you set your teeth into the pie, the harder it is to open your mouth without coughing up the pie. And the bad decisions made with Builder.AI (I do not know what they did wrong, but that is what some media gives us, you can read that in yesterdays story).

When this goes wrong with 1 billion, what do you think that 500 billion gets you? There are only so many programmers who are adept in this form of programming and that is before all the data is validated, which if it fails makes for a totally new timeline and that is the crux of this setting. 

But feel free to ignore these settings and see what happens. That I what I think is happening. Microsoft fell short and others might not be in the market for such a failure and when the 500 billion stays away foreclosure of the land of the forsaken and the home of the arrogant falls flat. 

Here in all this I might be wrong, I admit that upfront. The question that comes to mind. What is it? Why do we get such a knee-jerk operation from left to right and from beginning to end. Now we get the news that is 15 hours old. ABC (Australian Broadcasting Corporation) gives us ‘Reserve Bank on high alert for economic fallout as Donald Trump continues to spook investors’ If I am correct than this act is merely for the ones that holds these bonds will keep on holding on to them. And the second setting is “The bond market is now regularly questioning the value and stability of US government debt.” As I see it, the nightmare scenario for President Trump. He cannot pay anything over 10% of 36 trillion. When that happens America defaults on its loans. The nightmare that Wall Street fears. As we are given “In the lead-up to the passage of the bill through the US House of Representatives, the US Treasury Department tried to secure $16 billion of funding through the sale of 20-year bonds. It found the auction harder than usual to execute due to a lack of demand from investors.” And as I see it, making the other funds ‘more’ dodgy will work for the American administration and as such are the actions that I am seeing. Not because they are great actions. It is bullying not to go somewhere else and I admit that this is merely speculation. 

I leave it up to you do decide if I am right or if I have a case for my train of thought. But this is what I see, merely because I have been looking in this direction all along. And Moody’s downgrade, US debt had become riskier for the lender. That is a simple conclusion you can all consider to get behind. But if that is the case, the outstanding bonds are a bad bet because these bonds do not get reassessed, that is the bad bet they went into and the next step we get is when Moody’s set the credit from AA1 to AA2. But what happens after? I don’t think that the holders of these bonds will wait that long. They will sell wit a loss as not to see there bonds become ‘Junk’ material and those people will lose a hell of a lot of money. Consider Japan as it is with the debts they have also have around $1.13 trillion in US bonds and China holds $784 billion. If China dumps their US bonds, Japan will be force to do the same as not to lose too much money, but the  investors were already shy of the last auction and that was only for $16,000,000,000. Now we see that there is a risk that China sets 50 times that amount up for auction as such Japan is seeing the pressure to act before it is too late as it has almost twice the amount of China and the first of these two might get some money back. The one that flinches losses it nearly all. 

How would you see such a risk? And that with the Reuters articles made me speculatively realise that America is in a lot oof hot water at present, but my view is speculative. I have no hard data to back my thoughts, be aware of that. By the way, there is a second reason for the reactors, but I’ll let you work that one out for yourselves.

Have a somewhat great day.

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May 24, 2025 · 00:09

A swing and a miss

It is no secret that I hold the ‘possessors’ of AI at a distance. AI doesn’t exist (not yet at least) and now I got ‘informed’ through Twitter (still refusing to call it X) the following:

So after ‘Microsoft-backed Builder.ai collapsed after finding potentially bogus sales’ we get that the company is entering insolvency proceedings. Yet a mere three days ago TechCrunch gave us “Once worth over $1B, Microsoft-backed Builder.ai is running out of money”, so as such with a giggle on my mind I give you “Can’t have been a very good AI, can it?” So from +$1,000,000,000 to zilch (aka insolvency), how long did that take and where did the money go? So consider this, TechCrunch also gives us “The Microsoft-backed unicorn, which has raised more than $450 million in funding, rose to prominence for its AI-based platform that aimed to simplify the process of building apps and websites. According to the spokesperson, Builder.ai, also known as Engineer.ai Corporation, is appointing an administrator to “manage the company’s affairs.”” Now, I am going on a limb here. Consider that a billion will enable 1,000 programmers to work a year for a million dollars each. So where did the money go? I know that this doesn’t make sense (the 1000 programmers) but to consider that they might accept a deal for $200,000 each, there would be 5 years of designing and programming. Does that make sense? The website Builder.AI (my assumption that this is where they went gives us merely one line “For customer enquiries, please contact customers@builder.ai. For capacity partner enquiries, please contact capacitynetwork@builder.ai.” This is not good as I see it. The Register (at https://www.theregister.com/2025/05/21/builderai_insolvency/) gives us “The collapse of Builder.ai has cast fresh light on AI coding practices, despite the software company blaming its fall from grace on poor historical decision-making. Backed by Microsoft, Qatar’s sovereign wealth fund, and a host of venture capitalists, Britain-based Builder.ai rose rapidly to near-unicorn status as the startup’s valuation approached $1 billion (£740 million). The London company’s business model was to leverage AI tools to allow customers to design and create applications, although the Builder.ai team actually built the apps.”

As such the headline of the Register is pretty much spot on “Builder.ai coded itself into a corner – now it’s bankrupt” You see coding yourself into a corner is not AI, it is people. People code and when you code yourself into a corner the gig is quite literally up. And I can go on all day as there is not AI. There is deeper Machine Language and there are LLM (Large Language Model) and the combination can be awesome and it is part of an actual AI, but it is not AI. As such as Microsoft is believing its own spin (yet again) we can confuse that there is now a setting that Qatar’s sovereign wealth fund, and a host of venture capitalists have pretty much lost their faith in Microsoft and that will have repercussions. It is basically that simple. The first part of resolving this is to acknowledge that there is no AI, there is a clear setting that the power of DML and LLM should not be dismissed as it is really powerful but it is not AI. 

As I personally see it, the LLM is setting a stage that the chess computers had in the late 80’s and early 90’s. They basically had every chess game ever played in their memory and that is how the chess computer could foresee what was possible thrown against it. And until 2002 when Chessmaster 9000 was released by Ubisoft, that was what it was and for that time it was awesome. I would never have been able to get as far as I did in chess without that program and I am speculatively seeing that unfold. A setting holding a billion parameters? So I ,might be wrong on this part, but that is what I see and we need to realise that the entire AI setting is spin from greedy salespeople that cannot explain what they are selling (thank god I am not a salesperson). I am technical support and I am customer care and what we see as ‘the hand of a clever person’ is not that, not even close. 

So as we are also given “Blue-chip investors poured in cash to the tune of more than $500 million. However, all was not well at the startup. The company was previously known as Engineer.ai, and attracted criticism after The Wall Street Journal revealed in 2019 that the startup used human engineers rather than AI for most of its coding work”, as such (again speculation) a simple trick to replay a mere 1800 days later. And this is what a lot are (plenty of them in a more clever way) but the show is now on Microsoft. They cracked this, so when they come with a “we were lured” or “it is more complex and the concept was looking really good” we should ask them a few hard questions. So whilst we are given “While the failure of startups, even one as high profile as Builder.ai, is not uncommon, the company’s reliance on AI tools to speed coding might give some users pause for thought.” And when we consider “might give some users pause for thought” is a rather nasty setting as I was there already years ago. So where the others? As such we should grill Satya Nadella on “Last month, Microsoft CEO Satya Nadella boasted that 30 percent of the code in some of the tech giant’s repositories was written by AI. As such, an observer cannot help but suspect some passive aggression is occurring here, where a developer has been told that the agent must be used, and so they are going to jolly well do it. After all, Nadella is not one to shy from layoffs.” As such I wonder when the stake holders for Microsoft will consider that the ‘USE BY’ date of Satya Nadella was only good until December 2024. But that is me merely speculating. So I wonder when the media and actual clever people in media are considering that this is a game thatch only be postponed and not won. So will the others run when the going gets tough, or will they hide behind “but everyone agrees on this” as such the individual bond will triumph and there is a lot of work out there. The need to explain to people (read: customers) is that there is a lot of good to be found in the DML and LLM combination. It remains a niche market and it will fill the markets when people cannot afford AI, because that setting will be expensive (when it is ready). These computers will be the things that IBM can afford, as can the larger players like an airline, Ford, LVMH (Louis Vuitton Moët Hennessy) and a few others. But the first 10 years it will remain out of the hands of some, unless they time share (pay per processor second) with anyone who has the option to afford one. That computer will need to work 80%+ of the time to be affordable. 

As such we will see a total amount of spin in the coming months, because Microsoft backed the wrong end of that equation and now the fires are coming to their feet. Less then. Less than an hour ago we were given ‘Microsoft Unveils AI Features for Windows 11 Tools’. I have no idea how they can fit this in, but I reckon that the media will avoid asking the questions that matter. As such we will have to wait the unfolding of the people behind builder.ai. I wonder if anyone will ask the specification off what happened to said billion dollars? Can we get a clear list please and where did the hardware end? Or was a mere server rack leased from Microsoft? This is just me having fun at present. 

So have a great day and I will sleep like a baby knowing that Microsoft swung and missed the ball by a fair bit. I reckon that this is…. Let’s see there was the Tablet, which they lost against Apple and now Huawei as well. There was the Gaming station, which was totally inferior against Sony. there was Azure (OK, it didn’t fail but a book vendor called Amazon has a much better product, there was the Browser, which is nowhere near as good as Google. And there are a few others, but they slipped my mind. So this is at least number 5, 6 if you count Huawei as a player as well. Not really that good for a company that is valued at 3.34 trillion. So how many failures will we witness until that is gone too? 

Have fun out there today.

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