Tag Archives: GAAS

The Funny Money Paradox

I have been dreading this. For the most I do not care. But there is one upside. The media have ignored this too and by the end of the story, you will wonder why the media ignored it. They are all uppety uppety for the most silly reasons and they will not care, not until it hurts their digital dollar bottom line. So here goes. In the first Funny Money is a slang term referring to Counterfeit money. Money obtained in a devious or sneaky manner. And that kinda connects to us. It is also a paradox as it is a statement that is seemingly contradictory or opposed to common sense and yet is perhaps true. So that is how I got to the Funny Money Paradox. You see the two largest contributors to this act are Google and Apple, yet they aren’t doing anything illegal. There are merely using all of you to create a new stream income and the stream of income is you. So how is this happening?

You download a game from Google Play (or Apple Store) and you play it. Within the first two minutes you will have seen at least one add, more often 2-3. Now you start playing and the adds keep on flashing by (or is that buy). The game is seemingly simple and it is taunting you that you are to stupid to play it, or that only 1% can play to some distant level (fifteen) and you go for the bait. You are not stupid and you are more intelligent than what they claim and that is how they win. By the first 5 minutes you are likely to have watched 4 advertisements and that is the goal. You see 4 times $0.05 does not amount to much and you might not care, but consider that 250,000 have gone before you. It now starts adding up to serious cash. The game makers gets now $50,000 it starts adding up to serious cash soon enough. Now consider that some games are downloaded over a million times. See how this adds up? And the simple tool (I mean you) keeps on playing and funding the game maker because he has turned GaaS (Gaming as a Service) into a decent stream of income. And it is getting worse. In the last few months I have seen perhaps half a dozen at most that are decently decent games. Yet they have the same setting, but from day one they offer you to avoid ALL advertisements for a small fee (from $4.99 to $14.99) and that avoided watch-time is translated to immediate bonus to you. That is fair, a game costs money and the makers gives you the option. The problem is that most games are so set on cashing in, that they are using more and more simple graphics to cash in as quick as possible and often making more than one version of the same game whilst employing slightly altered graphics to get to the revenue. And it is all happening on the watch of Apple and Google. Now, lets be clear. Neither are doing anything illegal and they can continue as they would like and for me that is good news. My IP will shoot up when people have had enough by being the game makers piggy bank and these makers will not be allowed on the new system. So why am I on this horse? Well, in the first it demeans the status gamer. A gamer is more than an advertisement hub. In the second gaming is a wave of pleasure, not a wave of income. The gamer could be an income and I am fine with that, but these makers are ‘playing it safe’ and exploiting gamers to their own needs first and in the second giving them gaming joy. That is the largest issue I have, the media is second but it is important to see that. They are all uppety uppety on loot boxes and holding the gamer no accountable to any of it and this they avoid? Is this making sense to you?

In the end it will work out better for me, but I then hold myself up to higher values. To exploit this setting just to fair way better is not my cup of tangerine juice either. (I have something with tangerines lately) and I wanted to make sure that I was out on this and you get the chance to seek out the media to see who else reported on this and you will see that many avoided this. So whilst you see another ad on how their game is exactly like they say it is (whilst doing exactly the opposite), whilst you wonder how simple it is that 1% cannot do this, all whilst you know that they can or that gamers are too stupid to get there, whilst you know a five year old can do this, consider that gamers of any age can be made to watch advertisements. So how many advertisements did you see, how many did your children watch and why isn’t anyone waking up to this level of exploitation? Now consider the harsh reality. One source gives us “The global revenue in the ‘Games’ segment of the media market was forecast to continuously increase between 2023 and 2027 by in total 136.8 billion U.S. dollars (+34.53 percent). After the tenth consecutive increasing year, the indicator is estimated to reach 533 billion U.S. dollars and therefore a new peak in 2027.” So how much of that is watching advertisements? How many advertisements are you in for and why are Google and Apple feeding that horse? Consider the answers and consider that even as this isn’t illegal. How do you consider exploitation? 

Consider the points, consider the elements and consider what sources aren’t informing you at present.

Enjoy this Sunday, Monday is a mere evening away.

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About last night

Yup, I am going to go there. Yesterday I started writing about a new IP, a new game. It is incomplete. It is new and as far as I can tell, it has never been done before. As such I leave this IP for free exclusively to developers for the Amazon Luna and the Tencent technologies. You see, Microsoft is out. They are so driven to keep gaming IP out of the hands of Sony, making all non-Microsoft gamers suffer. It is my duty to make them burn. For instance they are trying to buy Blizzard/Activision for $69,000,000,000. This means that they need (over 3 years without accounting for interest) $2,000,000,000 a month just to clear this. Microsoft will have a whole battery of accountants making some bad loan corporation (where they push in all the bad loans into) or some other creative solution. You see, they can try to make the revenue, or I can hand solutions to their competitors and if I create enough options, Microsoft will end up being cornered more and more and it will implode. Especially when you cannot pay for a $69 billion dollar solution. Amazon and Tencent created a viable solution. Apple, Google and Sony are pushing on other corners as well. As such pushing more and more against Microsoft will show the dents in their armour until it cracks and no longer protects their board (or is that bored) of directors. The creative mind gets to win and the fakers at Microsoft trying to rely on spin will end up with less and less. That is my simple motivation to teach Microsoft a lesson. When they validly took over Bethesda they woke up an angry gamer. To everything there is a consequence, Microsoft is about to learn what a world with 

The stage
The stage was set in a dream. In that dream I was climbing a building. I was not alone and the building was a ruin, no idea where or what caused it. The ruin was parts of floors, walls and it had paths with boxes, crates made out of metal, plastic and wood. I needed to get somewhere, but what it was faded the moment I woke up. And that reminded me of Mirror’s edge. All clean, crisp and futuristic. Now consider a new game, doing free running, or free running plus to get to a price, part of a story or something we need to achieve. But this is not set as ‘set to a path’. An open world building, but the design and the programming is not set to a graphic, but set to engineering principles. The building could collapse, but to gravity and engineering, not to cool looking premisses. As such there are no ‘set courses’ there is no one sides solution. And as we scale more and more (and higher places) we get an entirely new game. This is not some game that would work on consoles, this has streaming (GaaS) written all over it and as you see it now, it might not be an actual solution, merely the start to one. Yet as far as I can tell no one has this and now it is free for the Amazon and Tencent technologies. I reckon I need to come up with half a dozen ideas more and the fate of Microsoft will be sealed. It already is, but getting there sooner works for me. Consider that Microsoft seemingly had a quarter revenue of $52.857B, a mere 7% more. They will (with future purchases) require well over $59 billion a quarter just to stand still, but with the added purchase they will require to get well over $65 billion a quarter just to appease their shareholders and that is where I come in If I can divert enough people to Amazon and Tencent Technologies whilst Apple, Google and Sony keep the pressure building on the other side there is every chance that Microsoft will see the down side of pissing off gamers in their pursuit of greed at their expense. 

It is my personal view and I admit if someone tells me I am wrong, they might have a case, but we all react in out own ways and this was mine. At least I am creative and handing it to hands of non-Microsoft making. 

Enjoy the day before the weekend.

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Doubt accelerated presumption

This happens, it happens to us all and now it is happening to me. You see my second or third IP (now my first) got a boost yesterday. The ascension number which was 0.0144% is now to be regarded as overly conservative as such its 1/x will merely increase by a lot. My chance to reel in the cash are actually a lot higher (or at least decently higher), but so far the real western fishes are seemingly or not interested and I get that. But now the stage is coming to a setting where others are picking up on where those billions are and I am not having it. As such the entire night I was contemplating taking my chance on waiting whether my ship comes in, or if I will offer it openly to Tencent Technologies. On this side of the pond, it is clear I get nothing. The greed driven people all want a free ride and they are willing to let me cop it. Tencent is an unknown and I have no idea how Chinese markets will react. So it is getting nothing on one side, or getting maybe something on the other side. There is no in between and I will not allow Microsoft near this. So I am about to learn the outcome towards something I said some time ago. Accept 165% of IP value from Microsoft (which will never happen) or accept 35% of IP value from the Saudi government. The Saudi government is no longer involved, but the equation stands. So I am about to find out whether I can correctly say ‘请喝一大杯咖啡’ (One large coffee please), or whether I see it all melt away. There are additional considerations. You see this is the beginning of the fleet. If China treats me wrongly, this will come out. If they do treat me correctly most of the western brainpower will consider a new venue for whatever IP they have. It could set in motion the largest exodus of brainpower the west has ever experienced. They think that firing thousands of people was their option, but when the people with the actual ideas also walk out you get chaos. To that I have close to zero doubts. And it will unlikely affect military stations, but consider all those firms and all these defence contractors relying on SaaS solutions, on all these Platforms as a Solution (PaaS), Infrastructure as a Solution (IaaS) and Solution as a Service (SaaS) not to mention Gaming as a Service (GaaS). So what do you think will happen when the actual bright people will sell and cash in on THEIR solutions before the wannabe board members are forcing a solution that meets their eyes? That is now in play and even as India is still a contender in many fields, the larger station is that now there is a genuine concern that the West (US and EU) will fall short here and that has people worried. As such I feel that I have given Amazon and Google enough time, they weren’t interested and that is on them and it is their right, but now I have a duty to make sure that I am getting what I am entitled to and give Tencent Technologies a call. 

I had hoped that Amazon would have bought it (for a few reasons) but now I need to consider where to go next and the article that a respectable news agency gave me reason me to think I am running out of time and I do not like running out of time. This gets me to a quote Frank Herbert gave us in Dune (1965) ‘He who destroys a thing, controls a thing’ And I think it is time how I feel about destroying a thing, which in this case amounts to my future. 

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Focal and blinders

We all face them at times, I am no different. The problem is when is what what. Let me be a little more clear, in my case Microsoft is an issue, as I personally see it, if they buy Blizzard, they will need $92,000,000 of profit a day just to break even with the purchase of 3 houses (Mojang, Bethesda and Blizzard), now this is not set correctly, they bought Mojang some time ago, as such the amount is a few million less, but it is not less by much. They already crashed Redfall PS5, which they are allowed to do. They are allowed to do whatever they need to with what they own. Yet, consider that the PS5 has well over 30,000,000 consoles in the field and they allegedly need $92 million a day, does the act make sense? So am I concentrating on a focal, or a blinder. Consider that a blinder lets you NOT see in a specific direction. We attribute all kinds of ‘evil’ towards Microsoft, are they blinders or are they seen as the result of a focal? That is actually a lot harder to answer than you think. When is one could also be the other.

As such I have been concentrating on my two IP projects. Project Graveyard and Project Cluster. Two very different software and hardware IP settings. They both fit the Amazon Luna and optionally whomever buys the Google Stadia, which is why Kingdom Holdings was on my radar. One will be a decent downfall for Microsoft the other no less, but also takes the steam out of Facebook, and as such Amazon was the logical path to take and not just merely logical, Amazon was about to get a whole new range of revenue because of it. Yet I try not to be smitten by either blinders or focal (no matter how much fun they are). As such I saw the appearance of Tencent on time and even as several players are willing to ignore Tencent, I cannot and I will not. Tencent has seemingly the ability to unite gamers. In addition it allows China to grow in one additional industry where Americans thought they would not exist and now Microsoft in particular will have a problem because of the required $92 million a day will become a nose grounded with an anchor around the neck of American economy. And there are plenty of nay sayer spinners on the internet. It is all Microsoft and they are all getting on top of things. So lets have a go at that list 

1. Microsoft would acquire Mandiant to solve their solarwinds issue
There was one news cycle and then suddenly it went dark, there was no more news. I raised it in ‘What we hope for’ on March 7th 2022 (at https://lawlordtobe.com/2022/03/07/what-we-hope-for/). It became part of Google and it is a Google solution now. After that Microsoft and cyber solutions went a little dark on the matter.

2. Microsoft had a new Tablet to WOW the world. No, it didn’t never got close to the Apple iPad and it got even less close to the iPad Air, two devices that were more able and had a larger following and it still does. It still has a lot more to offer, but the spinners came with the ‘with the keyboard it was a more complete laptop’. No, it was not and it will never be that more. I saw people howling with agony as they saw failure after failure on their Surface. I still see some people trying to spin that thing. A $1650 solution trying to win over a $500 iPad, all whilst Apple has the more versatile device.

3. Microsoft has the cloud solution, Azure. Smell it, it smells nice. Which is laughingly the biggest loser of them all. In clarity, Azure is not bad, it lacks and it has no business in gaming. Azure is the Microsoft solution and after 3 years it is nowhere near ready to take on the AWS (Amazon Cloud solution). Last month someone wrote (not me) “Azure is more costly. Azure is the finest alternative for a robust Platform-as-a-Service (PaaS) provider and even a Windows integration. If a company needs infrastructure-as-a-service (IaaS) or a wide range of tools, AWS may be the ideal option”, so where are the SAAS and GAAS comparisons? And when I look, there is always a hidden issue where the people are promoting THEIR solution, no matter whether it involves AWS or Azure (Google is falling behind too much). At the moment the marketshare of AWS is a lot larger and in some reports it seems like Google cloud and IBM cloud are underreported. What matters is that this is another field where Microsoft is not ahead. 

4. The Microsoft gaming console is the most powerful in the world. It might be true, but the weakest console of them all (Nintendo Switch) surpassed the Microsoft sales numbers by a lot and did it in half the time Microsoft with their X/S console were in the field. Even now, these numbers of X and S series consoles are aggregated, the loss is that defining. They are way behind  the PS5 with their X series console, but it is the most powerful in the world. In addition the PS5 has a whole range of next generation titles that goes into the dozen and the Microsoft console is lacking there, even after two years it is still lacking in Next generation titles. 

I will ignore issues 5,6 and 7. 4 fields where Microsoft will need to do a lot better and for years they were not able to do so. So where is that $92 million a day profit coming from? I cannot see it, can you? And that was merely to claw back the investments on gaming alone. Amazon is hungry and they are driving their AWS (and optionally their Amazon Luna too) making the pain for Microsoft larger. Apple has a firm grip on their devices and even as we might not like Apple, their devices are solid and Microsoft has no chance of driving a wedge there. And as I see it, they already lost the console war. In that environment Microsoft is bleeding revenue all over the field, their books are red with blood and red ink. And for their security I have not seen an alternative for Mandiant (owned by Google). So where are they now? When will we see another Solarwinds? It is not a given, but they lack in cyber security, so I fail to see how they will stop the next wave. 

And now the battle field changes further, Tencent is about to arrive, I merely wonder if that was one of the reasons why the E3 was cancelled (I honestly do not know). If Tencent arrives, it arrives with more options and more settings than the Microsoft console field will allow for, no matter how that plays out, it makes the Blizzard $65,000,000,000 a massive anchor around the neck of Microsoft and it will hurt them, no matter what ideas they have. Tencent has been funding a lot of Unreal engine 5 stuff, as such they could wow the gaming community and if they are going the direction I am speculating on, it will hurt both Microsoft and Amazon to a larger degree, in this the pain to Apple remains unknown, or it might be minor. And that is all before some figure out that Project Cluster will enable a lot more than anyone considered, it was meant for that, to be ready for national 5G implementations. How many of them did that off the bat and how many (implying Microsoft) stated “We will get to that when it is ready”, it is the short term focal point of a quarter by quarter BI person. In this none of them have a real long term focal point and that is why Tencent is a danger to them all, they are focussing on 2025 and 2026 (the year Microsoft allegedly collapses).

So is Microsoft my blinder? Is it my focal, or did I see the stage for what it was one that offers great options for some and not that much for others. They limited their abilities by hanging an additional $65,000,000,000 anchor around their necks. I am calling it as I saw it. Perhaps I am wrong, you tell me. I gave you the numbers and the works, you can do your own research.

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Brain switch

Something happened to me around 02:00. My mind was redesigning a CBM Amiga game for streaming systems when a switch went off. I cannot really go to much into details for a few reasons, but my mind went into overdrive. I was redesigning part of a game almost every 10 seconds adding more and more. Then the mind took a sidestep and went into overdrive. The results are not to be placed here for a few reasons, yet I believe that the impact will be global if my mind is correct (which I am willing to doubt at present). The ideas for enhancing social media, the tomes of advertisement and several other parts flashed through my brain. 

As was the first part in Unreal Engine 5. I saw in a few ways that it is a game changer and could guarantee (with the right approach) a setting that goes so much further than the 50,000,000 subscriptions I expected. If this goes right than this system will go to almost double of what I expected and that is something. If my mind is not delusional, this setting could break all records in gaming and as I have been part of the gaming world since 1985 that would be some crown to remove from my head as I retire, my mind has always been about more than gaming, in the 90’s I tried to advocate that gaming could lower the threshold of IT for people, IBM refused to listen as did other players and I was proven correct less than 5 years later, I was correct a few times over in the decade that followed and now, now I see a new stage, a new setting and all that could enhance in several directions and as my subconscious brain is trying to tell my active brain side that there is more I see more applications and a lot more settings that could enhance in several ways. All that and at present the only player ready to see what could be a stage 2 setting that gets them close to $20,000,000,000 annual. The Kingdom Holding Company has an option to reverberate all over the Islamic world with additional handhelds that could get them a truckload more options, but I need to tread carefully here. I need to retest and reset every element here, a player like that you can only approach once and I need to make sure that the voice of delusional greed is handled and muzzled, but it is hard. As I see more opportunities (in part thanks to the Unreal engine 5) we see that whatever this system becomes and who owns it, it now stands in a place where it can overshadow all other systems, something I never aimed for but there it is. I have been and remain a loyal Sony fan and my PS5 is ready to get Hogwarts Legacy which will happen in 309 minutes (roughly). But as I see the next iteration of what I thought out, the station merely expands and enhances and it will be my pleasure to hand the wooden spoon to Microsoft (should I get that opportunity). 

And still my mind is pointing out some of the past versions and what could be possible in this setting and the stage of doing that to a streaming system, I need to find my off switch, I need sleep.

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Evolution in gaming

That is the subject of today. As I wrote a few chapters in the past regarding that, some people had questions and questions are good. But to coin a phrase, I just got you an evolution here. This is merely a setting, merely an example and I believe it opens up the game stage for everyone involved (mostly for the Amazon Luna). 

The game I selected here was Crush, Crumble and Chomp by Epyx. A game I bought around 1986 as a CBM64 disc game. 

As we see the image above, we see the map as the CBM64 was able to manage with its 64Kb. It was a big thing in 1985, in 2023 not that much and in this case we see the first step of evolution, we use the map that was used in Watchdogs 2, which also plays in San Francisco. 

Like in the movie Rampage we start with three monsters. Godzilla, Dwayne Johnson (oops, I meant the giant Gorilla) and the wolf. What makes this different now is that this game has three game modes. In mode one we are the government side. We get to automate (to some degree) the police, the army and the fire brigades. As the game progresses we get to enhance the intelligence of the government sides and we get more hardware to do so. In the second mode we get to play the monster and we can have a free for all on the city of San Francisco. The more damage, the higher the score, and of course there will be options to have a snack in the shape of Malin Åkerman, its only fair as she played the Corporate B from hell. It is mode three that becomes the stage, we now get to ‘program’ the monster and we got through the motions to make it as smart and devastating as possible. More important when it gets to level 4 (my mind came up with 5 levels) you can put your monster online and see how it does as others try to play the game with YOUR monster and that gets you ‘international’ recognition. You see, as I personally see it, the game that Jon freeman and Jim Connelley designed deserves a second chance to life and I thought it was limited at the time, but that was due to the memory restraints on the CBM64, now we can turn it to something real with real sides. Of course Ubisoft would have a large advantage to produce it as they created the city, but that shouldn’t stop others. Ubisoft has more advantages, as it adds Chicago and London and more importantly, as they add New York the mayhem is close to complete. 

 I would like to try and find a way to incorporate the music used on the CBM64 which was Mussorgsky – Night On Bald Mountain, it set the tone nicely and was a great choice to have. This took less than an hour to create and the library for a dozen more games are coming to mind. A stage that would service the 50 million subscribers in one setting and optionally the Amazon Luna setting too and this was not the best game to begin with (compared to thousands of other games). For the GAAS environment enhancements are the future of gaming and when Amazon figures this out they will be off to the races leaving Microsoft far behind them, as they should have in the first year of operation against Microsoft. Microsoft can buy all the software houses they want, but those with a lack of imagination will hollow out Microsoft faster and faster. Creativity cannot be bought by those who embrace fake it till you make it. That is how I see it.

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The evolution of gaming

I have spoken on this before, and in that I tended to be specific, almost micro-manageable. It comes when you design IP, it is a path where you want to track every element so that you are not left in a loop, left with too many unknown parts. It is the way things go and especially when you do not have a brain-storm team, you end up designing as much as possible all parts of the equation. This is not new, this is how it is. 

However, In this stage I need to take a helicopter approach, I need to oversee everything (sort of), I need to take a wider stroll over this stage because the next part is not how to create a game, most can do that, most can set that stage. I need to create a stage where close to a dozen games a year can be created, a dozen a year for 3 years at least. So that the people are given new choices, new options. Streaming is a different kettle of fish and it cannot be approached in old ways. Weirdly enough the one I bitched about the longest (Ubisoft) has a clear advantage in streaming games. As such their approach towards GaaS is not the best but it is the most evolved one and they have a truckload of IP that comes with it, as such they are in pole position to get there. They lack elements, but they have a clear group of titles that could become clear winners in a streaming station. There are other elements in play and not all the players are clearly identified and there are other elements, like certain titles (example the Horizon games) that people would want to play again and those are not contenders, they are happy alliances. But it cannot be just about that, any system needs new titles, remastered titles and the less known, the better the chances. It comes as an addition towards the 50 million subscriptions I made a claim towards, but to sit on my laurels is not my way, If I can make the essential steps to make it not 50 million, but up to 75 million from year one onwards, I will have succeeded to a much larger degree and to end up seeing Microsoft executives choke on their Azure yaps, all whilst none of them look blue is a clear win for little moi and I like my wins, especially when it is warranted. And for them? Well the old saying (my old saying) applies. The blowback of sarcasm is merely irony, and I like to serve my irony with a wooden spoon award. It is not enough for them to fail, I want all others to see why they failed, why they should have been regarded as stupid from the get go and that is merely my bonus. So I am vamping up two of the three elements and it should be enough to get the ball rolling, and then I hit a snag. Well not exactly a snag, because I cannot test the snag. It leaves a trail and that I cannot use at present (well not until after the Saudi government paid me). And I have a stage that needs to be repeated a dozen times so that there is a floor-plan to work from and that is going according to plan (for now). There are two elements in play. How to make a worksheet, a plan of attack on the premise of art where we can identify enough elements to make sure that most hurdles are addressed, that most issues are identified. That is the task and that is not simple project management. Some project managers will make claim that they can do that, but outside of less than a dozen, how many +90% games have been released? The Xbox has released 6 games with a 90+ rating since 2020, over two years only 6 make the cut. Sony had 8, a clear win, but still low when you consider the investment of the dozens of games that were created. And it is not merely the 90+ games. One real hit was AC Origins which only got 81%. So there is another pool to work with and I decided to look at another pond altogether. I wrote about that too and when you consider the alternatives the investment per game decreases enormously creating a shifted investment number, one that is ultimately more rewarding. And there we have the station we need to look at, the second branch is close to complete with well over a dozen titles. It will take mere days to get the second dozen and branch two will be close to complete and then branch three starts, but I will not write to much about that. I like my surprises a much as I like to serve my plate of irony.

The evolution of gaming is underway, not because I said so, but because streaming games have advantages over console games, but it comes with additional dangers. A much better testing phase is required, the one elements too many game designers are weak on. Do not take my word on it, you merely have to look at the title AC Valhalla, released two years ago and it was still receiving patches three weeks ago. That side needs to improve, it needs to improve a lot. And there is the rub, any solution consultant that gives you the ‘these things happen’ line is wasting your time. Proper testing takes care of that and this is not done by too many. Streaming can only truly evolve when they have a better handle on it. This is not because it is GaaS, it is because Service will only last when the product is properly made and there Ubisoft left too many issues in the field. So you need an alternative to what they have, and there the second branch is the optional solution to getting traction to more people, and in streaming traction is the game that makes you the winner of the streamers and I have no intentions of losing, that is one definite that I am making clear to one party and optional Tencent too. But Tencent is complicated, they decided to work with Microsoft, making them the optional loser from the start, but that is the stage I am faced with, the question is what are my options next? If the Saudi government buys what I have, I am in the clear and my retirement starts. But if they decide otherwise, I will need an options and this is merely one of three IP bundles, so I am not out of the game yet, but I reckoned that the idea and proof towards $500,000,000 a month would have been enough, but I cannot rely on people making sense at times, as such I need a fallback position (as expressions go). And there I am doing work that is less creative, way too much tedious but essential, I get that. So here I am trying to work things out. On the other hand, in 6 hours 55 minutes and 23 seconds the premiere of Black Adam starts, so off to the city I go and have a bit of fun, I have earned it. 

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Aggregating in perpetuity

The mind at times makes a halt. I alerts its owner and gives him hell. This actually happened to me in the last two hours. You might have seen me going on on how some players were not paying attention. Over the last 24 hours I have ben watching this venue again, and my brain stopped me and went “Are you perfectly lame, dopey!” OK, I admit he used moron and a few other names (dopey is me going soft on me). 

You see, there is no chance in hell that this is the only thing they are missing. As such it was not merely me, they aren’t seeing a lot more, but what are they not seeing? We could consider where Google is looking at (nest solutions), we could watch where Amazon is focussing (Amazon shops) and we could offer that Apple is the new player, it is not. It merely looks where Apple is going, which makes sense to some degree. As such these players (as well as Facebook, Microsoft, SAP and a few other players) they are in some weird setting of returning to pre covid settings and as far as I can tell, they are missing a lot left, right and centre. 

So my mind gave a holler and went on a ‘Watch This!’ tour. That is where I have been the last to hours and suddenly the Middle East links make sense. Governments like the Kingdom of Saudi Arabia and a few others are now optionally in the market to extent where THEY can be, that was what my mind worked out in these news clippings in the last 24 hours. It also looked at the UAE and the interests of Sheikh Mohammed bin Rashid Al Maktoum. Now, be aware this is not a player to be taken lightly. He and Crown Prince Mohammed bin Salman Al Saud are no light players and they do not suffer fools, neither do the people in their inner circle. Yet if you make a good case, if you can support YOUR case with data and with facts, you could make a killing. These two players will pay for good ideas, so you are unlikely to get movement with the idea for a new potato peeler, but a setting to enhanced 5G applications and technology solutions that players like Google and Amazon might want, could find equal if not more eager potential in players like these two. Google and Amazon have gotten so used to people coming their way, the fact that these ideas go somewhere else could pay off, in my line it could mean a direct increase of $3,750,000 right off the bat, that more EACH MONTH by selecting another player that can afford your idea. I would like to add a word of caution. With these people you get one shot, thats it. Fumble then and you end with zilch, just a warning and it is up to you to adhere (or not) to those words of warning. I made my first move towards the Kingdom of Saudi Arabia, the UAE is in Melbourne, not in Sydney. So that idea is out, but where you are, the setting might be slightly different. And face it, there is no statistical chance in hell that the players we used to rely on ONLY missed where I was and what I found. So what else are they not seeing? That is your optional ticket to a new (less burdened) life. If it works you are welcome and you can buy  me a cold beer if you ever get the chance. Up to you, the information is given freely. And they are not the only ones. There is a top ten of Middle Eastern people who are multi billionaires and they are ALWAYS looking for the next pay off, so you might be barking up the wrong tree, you merely need to show and present a larger case and I gave you a few names yesterday. So go and see what you can make of tomorrow. My solution has three arms and an optional stage that goes beyond 50 million subscriptions. Can you equal it? I am not challenging you, I am asking you. You see there is Software as a service (SaaS), gaming as a service (GaaS), cybersecurity as a service (CSaaS), there is FinTech and a few other means and far as I can tell, players like Amazon, Apple, Dell, Facebook, Google, Microsoft, Netflix, SAP, and several other players are staring in the wide space and missing more and more niches and even more opportunities. A stage that is profitable for you. OK, I will admit that Facebook has an optional excuse, but when does company go soft on itself when $500,000,000 a month passes them by? You tell me, I have actually no idea. So what else are they not noticing and that might be the spark YOU need to make YOUR case and I am welcoming you to make these large blind players suffer a little more. And this is all before you realise that a few more players could be found in Canada, United Kingdom, Germany, China, India  and France. All players that would like a larger slice of whatever the tech players have and that was before the united onesies like Elon Musk come calling. It seems that there are a few more options for all of us, we used to rely on big-tech, but it seems to me that big-tech is broken. In named 8 players and you tell me who would openly ignore $500 million a month. We are looking in the wrong direction for our salvation and it is time we adjusted our views. I personally believe that Microsoft is lost, but the other 7 are in some unintended waiting area, now we can wait until they wake up, or we can offer it to other players and watch the panic when these 8 players suddenly realise that there are players NOW right behind them. I reckon that we can get a really good deal. Consider Netflix and see what happens when a player like CarryMinati extends its YouTube connection by adding whatever you have and adding 10-20 million connections. Google (YouTube) panicked too late when. TikTok came and now there I a contended first player. So what happens when half a dozen players suddenly become contenders in a field they were merely a top tier player? And they all have billionaires behind them hoping and seeking for more and we forgot about that part, at least I did, did you? So when my brain mentally bashed me and called me all things I prefer not to repeat here. My brain opened a door to other players. I was partially on board, but that was due to more factors, but now the playing field is wide open and players like Amazon and Google are now in the lower 5 choices. There are more than 5 more hungry for profit and there is the added profit, they are willing to concede to more whilst they grow their empire and you get a little larger slice, in my case that could amount to $45 million a year more, I’d buy that for a dollar (sorry, Robocop). So how much more could you make? And more important when the US sees that brain drain how large are the waves of panic that come then? 

I will let you work that out for your solution. For me? I am just fine at present, I merely need to wait (something I was never very good at).

Have a great Thursday!

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Resetting contemplated options

There is a time when a person needs to reevaluate the choices he is considering. I am at that stage. I had hoped that the parts I have shown would have enticed Google or Amazon, but they have not (or so it seems). So I have the option of considering two more options. The first play for the third party is now underway. The third party here is the Kingdom of Saudi Arabia. You see they are intent on getting out of the oil business, or better stated, they do not want to depend on it too much. Here I am offering a gaming stage with well over 50,000,000 subscriptions. The nice part is that they can now consider Google, Amazon or Tencent. I personally do not care (as long as they can keep it close to Amazon Luna quality. You see, for me it cares as part of the deal is that I get 10% of the IP and sales value (plus a starting fee). 10% of 50,000,000 subscriptions could be anything from $25M to $50M and when this takes off, I have no idea where it will end, but even at a mere 1-2 years I could end with $25M to $50M a month in the second year if its running. I reckon that is a good retirement fee. Even at a maximum of 6 months it will be more money than I ever contemplated (or even dreamt of) having I was never greed driven. 

So consider the graph below.

The main event is the idea I concocted. The Master Choice is a set of old CBM64 and Amiga games now set to the latest in game streaming. Games that you all forgot about (Younger players are exempt from this). The CBM64, Atari ST and Amiga had created so much awesome IP and most are left unattended, left as garbage. Something these master pieces never deserved. I wrote about them in the past. And as I stated this is merely the start. Then there are the remasters. New games now made to fit this platform. There will be interest, the moment this solution surpasses 10,000,000 subscriptions, others come calling like junkies at a free cocaine feast. It is not good News for Bethesda or Blizzard, they decided to become Microsoft solutions. And when this takes off, Microsoft will fall flat. Yes, they will have their mobile options, but the larger stage will be lost to them. I have nothing against Bethesda or Blizzard, I loved their games and I still do, but there is a consequence of choice and if I get this done, they face hard choices. Then there is a part I cannot tell yet. The new IP. This needs to be catered so that independent developers can grow and can facilitate to, because any GAAS solution will need that. I have close to a dozen options for the start, but after that it will be time to hand over the reigns to the next generation, I will have proven I was right, I will be entitled to my retirement and months of skiing every year. Time for the next generation to make a mark and now there would be a new player. A Saudi group of programmers giving us a new stage of gaming, a stage no one ever considered, no one ever contemplated. But if a small nation like the Netherlands can give us Horizon Zero Dawn and Horizon Forbidden West, what can a nations like Saudi Arabia achieve? You forgot about the small parts, did you not? Minecraft was Swedish (as was ABBA), and that is merely when we look at two of the most visible houses at present.
So I want to open the field to others, I want to entice new options and a new era of gaming, because evolution of gaming is important. Nintendo will remain, Sony will remain. They always considered the gamer number one, it is not that I am telling that they remain, the gamers have decided that they remain and some will still side with Microsoft, that is fair. But the Microsoft field will tighten in gaming as it will in two other directions and I will hopefully be there to see it happen (health issues). Yet until recently I never considered Saudi Arabia as the new Mecca for gaming. It was an article in some magazine that dropped the coin. Saud Arabia was always in the back of my mind, but I expected that my IP would have gone to Google or Amazon. Now there is every chance that I will win a lot. A setting that sets the owner on par with Nintendo and Sony is not to be ignored, and even as Microsoft would still be number three for a little while, the humiliation of them getting surpassed by a new player will tong, it will sting a lot. It will show in the first that I was right, it will show in the second that their path was wrong all along. Yes they will make serious money with mobile games. But to lose one niche in technology to this effect will hurt, it will make everyone wonder what Xbox was and why it no longer matters. But for me it is about a new era for gamers, a stage that puts them in the pole position. The front person in a technology that depends on enticing their senses with creativity and inspiring them to become creators. And it has every chance of happening soon. How soon? I have no idea. I am still dependant on the selectors and the choice makers, in this I am a small fish, but a fish dangling 50 million subscriptions in looked at and my blog speaks for itself. Almost 2500 articles on all kinds of matter, many of them games and a lot of them showing ‘evidence’ that I was right long before others knew what was happening. It might be my delusional side and that is a fair observation for others to make, but if the sale happens they will suddenly state “Why did you not come to us?” At which time it will be too late and they don’t need to look at me, their superiors (or shareholders) will look at them asking them why they missed out, these people have no sense of humour. But I do, I will be on the sidelines giggling, enjoying a hot cocoa with rum and watching the snow fall and the slopes prepare for winter fun. And the one thought I will have is that I made ti the end of the rat-race maze, in a way I never contemplated 30, 20, or 10 years ago and I wonder what I will do next, because the creative mind only stops when it is dead, that lesson I learned through many sleepless nights (and three bundles of IP).

73 minutes until breakfast, whatever will I do now?

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Abbreviations

We all see them, we all use them and we all think we use the same ones. Yet when we take a look at ‘Games as a Service (GaaS) Market to See Huge Growth by 2028 | Netflix, Microsoft, Sony’ (at https://www.digitaljournal.com/pr/games-as-a-service-gaas-market-to-see-huge-growth-by-2028-netflix-microsoft-sony) we see a decent story and it all seems to fit, yet when we see the list “The study includes market share analysis and profiles of players such as Blizzard Entertainment, RIOT, Netflix, Microsoft, Sony, Tencent, Activision Blizzard, Sega, Electronic Arts & Ubisoft” with the optional ‘attached sample PDF’ did you think you were getting the goods, or did you think you were catered to with “If you are a Games as a Service (GaaS) manufacturer” and at every turn you are seeing the mention of ‘digital journal’. So what gives? Well in the first instance this Games as a Service ploy is that, a ploy (for now) and it sets the largest upheave long before 2028. The largest settings will come to blow in 2024/2025. And the entire station of market share sets a longer approach. You see, there is still no way to see where Netflix is going at present. Their ‘stated’ indications are nice, but when you also hear sounds like “Research firm Ampere isn’t convinced that subscription services like Game Pass are taking over gaming.” We need to realise we are hearing merely one voice, and I get it, but it is the setting of what some call ‘dog eat dog’ that matters. Microsoft, Ubisoft, Netflix and EA will head for a fight, a fight for population and subscribers. Some have advantages, some have potential overzealous fans and some have merely hope. The issue is that these players will fight EACH OTHER for market share. And yes some of the mentioned players are all Microsoft, but that does not make Microsoft the larger player, it makes for a splintered one and in the end they all fight for ones self. Sony and Tencent have their own worries. They are both a lot stronger, but there is a station that polarisation will happen by 2025 and these two will have the numbers and the share. The second issue is not merely the setting here.

Consider the following names Games as a Service, Games as a System, Software as a Service, Systems as a Service, and all this before we consider Function as a Service (FaaS), Container as a Service (CaaS), and Platform as a Service (PaaS) and it is more than some ‘hyped’ and quick mention of names towards a category. The larger stage becomes when the players start mixing the terms to get the audience to ‘flip’ in space to be part of such a community. It sounds nice, but it is not, it merely makes the water muddy. Tencent and Sony are not part of this because they have a setup, they have the setup, the hardware and the population, more important they are not in each others way. You see Ubisoft is on its way out, that much has been visible for almost two years. When Ubisoft did not deliver on quality they were going for their GamePass approach and they are coming up short, now that they are all over Google Stadia, Amazon Luna and the consoles they are merely running a steeplechase of patch after patch and they are coming up short per game and per system and it is taking it toll. To get ahead of the game they need near flawless games. Three at the least and they need them before 2023 and that is not in the cards, so they are merely one bad release away from death. EA has its own following and it is a decent following, but their games have issues, larger issues, not deadly ones, but serious ones. The problems for EA is to manage service levels to a higher standard and they seem to come up short (for now), their largest issue is clear communication and to FOCUS on games, one at a time to make them all better, more stable and less ‘issue prone’ that part is hard but doable. If their board does not fold under pressure from the other dogs they could be in a good place by 2024. By that time EA and Microsoft will be contemplating what to do with Ubisoft, because it is too far behind. At that same time Tencent and Sony will have the advantage and neither will have a clue where Nintendo will be, because if Games as a Service becomes a thing, Nintendo will be the quiet one gathering population with a strong system. Microsoft might want to trivialise them away but the rest will not. They lack the larger station that Sony and Tencent has, but Nintendo is creeping up on them and this article has no mention of Nintendo, do they? Yet by 2025 Nintendo will be a powerhouse and Netflix is nowhere near ready to take on the large three players. Microsoft is about buying whatever is out there, but from the 90’s onwards that approach has been devastating on all who attempted it. Yes, it makes for headlines but it lacks results and that is what we have been seeing for a little too long with Microsoft. It cannot maintain its posture in the current setting and when it starts its GamePass as collateral for population, we are more than likely get to see the downturn of it all and it does reflect my position of ‘dog eat dog’.

And these are the players vying for the attention of the gamers, all whilst they cannot decide who is the better provider or what gamers actually want and there too the big three (Sony, Tencent and Nintendo) will have the advantage. The problem I see is that a lot of this will be decided long before 2028 and in all this Amazon is not mentioned either. They too have a stake and could become on of the big four leaving Microsoft in fifth place at best and that is if everything goes their way, which so far has not be the case. And whilst most of them are hiding behind abbreviations the big four (Tencent, Sony, Nintendo and Amazon) will grow its population and cater to the one element that was central in all this, the gamer, not the process.

That is my issue with this article, that was my issue with some of the players. They stopped catering to the GAMER and started to cater to the image of SELF. I will let you make up your mind. There is time, this does not need to polarise in any one brain for at least a year. The largest game in all this are the players and the game they play, not the games they produce that too is an advantage the big three have over the other players at present. 

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