Tag Archives: Gemini

When Grok gets it wrong

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

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

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

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

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

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

Have a great day.

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One topples the other

That is at times the setting. It is basically defined under ‘the cost of doing business’ and at times companies big and small go under from that overset risk. It is of course due to the pussies overhang nations that they made all this ‘tax deductible’ and as such governments and its citizens  pay the price in the end. So as we see seeking Alpha giving us ‘Microsoft: An OpenAI Problem’ (at https://seekingalpha.com/article/4867091-microsoft-an-openai-problem-rating-upgrade) a few settings with in the first place “First, given that 45% of RPO comes from OpenAI, MSFT stock is now a beta around the pessimism that surrounds this startup, especially in the last week”, as well as “the market is throwing the baby out with the bathwater. Microsoft is part of the software infrastructure industry, which is dragging down tech” which all seems to make sense, but in that same setting what does set the matter separate is “I don’t think Microsoft will write down its RPO due to OpenAI not being able to pay in the future, but I’m mindful shares could remain under pressure in the near term” and here I am considering the larger stage of “due to OpenAI not being able to pay in the future”. A setting that too many are overlooking. The ‘AI’ baby of all greed driven entities are not looking at what is holding up this figment value. It lost against Google’s Gemini and I understand and I also herald the setting that a lost battle is not a lost war, but too many are ignoring this fact because they are seemingly going all in and bad news is seemingly being filtered away. And in the second we see Seeking Alpha giving us “I think Microsoft has two main problems right now. One of them is called OpenAI (OPENAI). The sentiment around Sam Altman’s firm is anything but positive, and in this piece, I will discuss the key issue that is pressuring the most important startup in the world. The other factor is the selloff in software. Microsoft is part of the software infrastructure industry, and the risk-off move among investors is way too strong.” And why do I think that?

Because these vultures are feeding Oracle to the wolf wannabe’s and to the turmoil of the greedy driven capitalist waves of whatever floats their boat, whilst Oracle is the one stage that is the most  stable at present. Now that the game is close to up for some, now we see that Microsoft is having a problem all whilst no one is clearly digging into the settings of OpenAI as well as the settings that processors and even energy cycles should be having. These facts are casually thrown aside and there is something massively wrong with the stage we see here.

And as we are given (by Seeking Alpha) that “Aside from one point. RPO was up 110%, totaling over half a trillion dollars ($625B to be precise). While any company would have jumped double digits following this announcement, the fact that 45% of that RPO is attributed to OpenAI makes the quality of the backlog questionable (in my modest view)” because what ROI is OpenAI actually giving its shareholders? Where is the profit? It is not there and it will not be there for at least 5 years (a number voiced by some). As such the equation doesn’t seem to hold, but the investors went all in on this and they are playing some kind of poker (where you increase the investment doubling again and again until the pay off comes, I am not into poker) and that is the problem. So what is RPO here? Remaining Performance Obligation or Recovery Point Objective and in the second question setting, we wonder where that the Remaining Performance at the Recovery Point exactly is? You see, at no point in this article we see ROI (Return on Investment) and why not? Is the story that this is 5 years pending too hard to sell?

So, as I see it, it is 2008 al over again but the impact will be much harder, the economy does not have the resilience to go through that again and the US Administration is throwing a dozen sabot’s in that engine, as such the impact will be a lot harder and I spoke of that almost 6 months ago (not sure where) and as we look into this we see no answers and isn’t that weird? The players who are all about ROI and revenue forgoing that setting? So where are Sam Altman, OpenAI and Return on Investment? Even Bloomberg is telling its readers that ‘Microsoft’s Deal With OpenAI Now Viewed as a Risk, Not Reward’, so where are all these Bloomberg wannabe’s? It seems that the stakeholders are filtering out what some need to know right of the bat and that seems not to be coming (at present). In addition to all this Seeking Alpha gives us “The pressure on margins due to the buildout should have been priced in since October 2023! I think it is pretty much mainstream (ask your cab driver next time, for real) that the hike in depreciation is a natural effect of the AI buildout. However, and this is the main risk to being bullish right now, I don’t think the market is willing to recognize this fact. I think the market wants to see a return on the AI data center buildout, and any deterioration in earnings (both revenue growth and margins) is used as an excuse to head for the exit. This remains the largest risk, as Q3 will see a deterioration in Q3 gross margins (per management guidance).” Personally I see that Microsoft should survive this, but to what extent? I want to be clear here, because I have given an anti-Microsoft view before (they deserved this), but here I am out of my depth because I do not have an economic degree. But the people at Seeking Alpha did (a speculative expectation) and the stage of “pressure on margins due to the buildout should have been priced in since October 2023” is something that we haven’t seen, did we? At least I never did (mainly because I do not care) but the people who did, did they see that?

The entire setting smells like yesterday’s diaper (see: Baby Herman) and no one seems to be catching on that something doesn’t feel right. So will the investors claim foul play when they lose their investment? Will the stakeholders be held against the light? All valid questions and I am certain that no answer will follow by anyone who has the valid jurisprudence title and now that the Federal Reserve is no longer hands of Jerome Powell, it will be anyones guess what comes from that corner.

Have a great day today.

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Cracks in the armour

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

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

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

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

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Excuse towards failure

It is an old expression and I didn’t expect to hear this again, but there you have it. To give reference. In the 90’s sales teams were all about the ‘pipeline’ and making ‘quota’ but at times the bosses of these sales teams didn’t have the right glasses on and they would overcompensate in many ways making life close to impossible for the sales teams. Now we get CEO’s and other ‘things’ needing to do the same thing towards shareholders and that is where the story starts. Reuters gives us ‘OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say’ and we see (at https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/) that the setting is pretty much what I expect. As we are given “OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating the relationship between the two highest-profile players in the AI boom.” As I see it, Sam Altman and his OpenAI aren’t making things happen and to thwart things as much the blame game comes into play. He has no other option, he is the top of the mountain and that means that he is subject to shareholders and the story “the chips aren’t cutting it” is as good as it gets for him. I reckon that the “sought alternatives since last year” excuse is about gaining time. But take a look at what Nvidia achieved. 

So, where are the shortcomings? Are the expectations of Same Altman realistic? And who are the 8 sources that Reuters is referring to? So when September came, some were given “Nvidia said it intended to pour as much as $100 billion into OpenAI as part of a deal that gave the chipmaker a stake in the startup and gave OpenAI the cash it needed to buy the advanced chips.

The deal had been expected to close within weeks, Reuters reported. Instead, negotiations have dragged on for months. During that time, OpenAI has struck deals with AMD and others for GPUs built to rival Nvidia’s. But its shifting product road map also has changed the kind of computational resources it requires and bogged down talks with Nvidia, a person familiar with the matter said.” This now gives pause to consider if it is merely the hardware, or the slice that OpenAI gets from it all and why go for the inferior AMD chip? Because if OpenAI claims that it is superior or even equal to Nvidia, the press better get that lowdown, because as far as I can tell there is no western equals to Nvidia (optionally the Huawei chip, but that is an assumption by me, myself and I). 

So when we get “On Saturday, Nvidia CEO Jensen Huang brushed off a report of tension with OpenAI, saying the idea was “nonsense” and that Nvidia planned a huge investment in OpenAI.

“Customers continue to choose NVIDIA for inference because we deliver the best performance and total cost of ownership at scale,” Nvidia said in a statement. A spokesperson for OpenAI in a separate statement said the company relies on Nvidia to power the vast majority of its inference fleet and that Nvidia delivers the best performance per dollar for inference” the simple setting is even that OpenAI Marketing is not one of those 8 sources. As such, if we cannot get clear information, could someone please alert these shareholders that OpenAI is making an optional training run with their money? 

As I personally see it, Sam Altman is coming up short for meeting expectations, especially as he is  trying to catch up with Google’s Gemini. I reckon that this will give him nightmares too. But overall the setting is one I expected to come, because in the end AI doesn’t yet exist and now that 100% of that hardware vendors are intentionally wrongfully label their chips AI (they’ll call it ‘Alternative  Intelligence’ at some point) and that is when the class cases will plaster every courthouse from Alberta to Zurich and I reckon it will not take that much longer, especially when the excuse that the chips aren’t good enough are coming out. I might have believed them if it was the Adler chip (a 80186 joke), but it is Nvidia, the hardware darling of the IT world.

As such my skepticism overtakes my feeling of fairness and openminded justice (that being said, justice is almost never openminded) but do not take my word on this, ask the OpenAI program with all that AI in play. 

So time for some ZZZZZZ’s, you all have a great day. I am ready to snore mine away.

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With media assistance

That is what I see and I might be wrong, but judge for yourself. There is plenty of evidence around. It all started with an article in Forbes (at https://www.forbes.com/sites/zakdoffman/2025/12/18/microsoft-updates-windows-to-stop-users-downloading-google-chrome/) where we were shown ‘Microsoft Updates Windows ‘To Stop Users From Downloading Google Chrome’’ so that doesn’t sound at all ominous. And it kinda reflects the setting I gave over 2 years ago with ‘Are they really?’ (at https://lawlordtobe.com/2023/09/01/are-they-really/) which I gave onboard September 1st 2023. We are now given “Here we go again. “Microsoft is trying a new way to stop users from downloading Google Chrome.” We have seen this before. Just as with Apple, the two tech giants are pushing hard to keep users within their own walled gardens, on Safari and Edge. The latest news comes from Windows Report. “If you open the Chrome download page in Microsoft Edge, you may see a new banner at the top.” Instead of just presenting the usual Edge versus Chrome comparison, “Microsoft now focuses on protection.”” I would be the first to state that the statement is missing and they are actually meaning “Microsoft now focuses on protection of self” and it is a slippery slope. They can find the expert in France to find evidence that the bra size of Kim Kardassian is increasing, but they are not able to get a clear independent view of whatever OpenAI gives us against Gemini 3? Go Figure.

As such Forbes gives us “What’s most interesting is that Microsoft has usually stressed that Edge is built on the same Chromium base as Chrome, with all the benefits of Chrome, only better. “This time, those points are missing. The message stays centered on built-in safety features.”” Og course it is, Microsoft cannot allow for the people to gives them grounds of taking sides in that war, they have far too much riding on out, the revitalization of Clippy is on the line and if people (who are speculatively likely) to select Gemini 3 over OpenAI, the walls of Microsoft come crumbling down. They have trillions riding on this and as I see it (I have zero evidence) is that OpenAI underwhelmed whist Google is riding high, as such they have trillions riding on their bad sense of innovation.

And as I see it, it is really bad when they are repeating some of the settings they had in 2023 when edge was on the line, I reckon together with Xbox and Gemini they now lost for the third time, four times if you count AWS versus Azure. The once so highly Microsoft has now lost against Android, Google Search, Sony, Amazon and now against Gemini. A five times loser of technology. So whilst the media ‘accepts’ “Microsoft now focuses on protection.” The truth is predominantly ugly, the truth is that Microsoft is basically done for. 

And the media can hide behind their timelines when they ‘suddenly’ reveal an independent tester (one that meets with the approval of Microsoft) But it might be too little and too late for the media as well. 

So whilst Microsoft hides behind “Chrome attracts more security threat headlines than any other browser. This year, Cybersecurity News says, “Google addressed a significant wave of actively exploited zero-day vulnerabilities affecting its Chrome browser, patching a total of eight critical flaws that threatened billions of users worldwide.”

All these vulnerabilities were “high severity with CVSS scores averaging 8.5,” with the world’s most popular browser targeted “by sophisticated threat actors, including state-sponsored groups and commercial surveillance vendors.”” And weirdly enough, my Android is flying high using Google, the only threat I had for a while was influencers pushing me against my will towards Edge. As such there might be truth in the last statement, but I think Microsoft is overselling that idea. And as the evidence s shown to us, I really believe I am right all along. So as you might realise that Forbes hides behind their final words “As you see, none of this is clear cut.” I believe it is and it requires a true independent test of Gemini versus OpenAI. But perhaps I am oversimplifying the problem. I apparently tend to do that and it has nothing to do that I have been in IT for over 45 years. So you all have a great day, I finally look forward to some sleep. The temperature has dropped from over 30 degrees to 24 degrees and it is 02:00. And did you catch the one element Microsoft is leaving alone? It is that Apple is less of a threat than Google is, is it the 26 profiles of their Alphabet? I let you decide. I have seen the light and the seas of snores are beckoning me.

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The rockstar wannabe

There is a setting we at times ignore. When so called ‘important’ people hide behind movie settings like Sam Altman is when he calls for ‘Code Red’ (at https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals) I tend to get frisky and a little stir crazy, but as we see the Guardian, we are given “According to a report by tech news site the Information, the chief executive of the San Francisco-based startup told staff in an internal memo: “We are at a critical time for ChatGPT.”

OpenAI has been rattled by the success of Google’s latest AI model, Gemini 3, and is devoting more internal resources to improving ChatGPT. Last month, Altman told employees that the launch of Gemini 3, which has outperformed rivals on various benchmarks, could create “temporary economic headwinds” for the company. He added: “I expect the vibes out there to be rough for a bit.”” So after all the presentations and the posturing by OpenAI’s CEO Sam Altman, we are now confronted that the CEO of Google, Sundar Pichai smirking and devouring a Beef Vindaloo with naan bread casually passed Sam Altman by and overtook his setting of ChatGPT with Gemini 3. 

We are given “Marc Benioff, the chief executive of the $220bn (£166bn) software group Salesforce, wrote last month that he had switched allegiance to Gemini 3 and was “not going back” after trying Google’s latest AI release. “I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane – reasoning, speed, images, video … everything is sharper and faster. It feels like the world just changed, again,” he wrote on X.” And if a BI guy like Marc Benioff makes that jump, a lot of others will do too and that is what is truly frightening to Microsoft who owns a little below 30% of all this, it is nice to have a DML solution that has a population of zero, OK, not zero but ridiculously small because as ever (and not surprising) Google is showing his brilliance and overtook the wannabe.

So whilst Sam Altman decided that he was the next Elon Musk we see (at https://gizmodo.com/sam-altman-wants-his-own-rocket-company-2000695680) that ‘Sam Altman Wants His Own Rocket Company’ and we see here “Altman was reportedly considering investing billions into Stoke Space, a Seattle-based startup that’s developing a reusable rocket, to gain a controlling stake in the company, according to The Wall Street Journal. The talks between Altman and Stoke took place over the summer and picked up in the fall. Although no deal has been made yet, Altman intended on either buying or partnering with a rocket company so that he would be able to deploy AI data centers to space.” So whilst Sammy the Oldman, sorry Sam Altman was turning his focus towards space Sundar Pichai surpassed him in the DML field because Sundar, beside his need for Beef Vindaloo was seemingly focussed on the Data matters of Google, allegedly not with his head in space.

And now we see (at https://futurism.com/artificial-intelligence/sam-altman-code-red) that ‘Sam Altman Is Suddenly Terrified’ and now we are given “The all-out brawl that followed in the subsequent years, with AI companies trying to outdo each other with their own offerings as investors threw tens of billions of dollars at the tech, has shifted the dynamics considerably.

And now, the tables have officially turned: OpenAI CEO Sam Altman has declared his own “code red” in a memo to employees this week, as the Wall Street Journal reports, urging staffers to improve the quality of the company’s blockbuster chatbot, even at the cost of delaying other projects.” So as I see it, Sam Altman was ready to be the next rockstar of Microsoft surpassing all others, but Google (say Sundar Pichai) had been sitting on a throne for the better part of two decades, they had relented the Console war (their Google Stadia) towards Amazon with the Amazon Luna. And that might have been a sore loss. So when another ‘upstart’ comes with a great idea, Google recounts and Gemini was the result, or that is at least how I see it. And by the time version three was ready, Gemini was back in the lead or so they say.

So now Sam Altman is in a bind, he needs to evolve ChatGPT and that might have been be in what some call a pickle, so whilst Sam Altman was looking at the sky, Google took the time to overtake Sam Altman with Gemini 3. And now the storm has reached the shores of the financial industry. Now Microsoft is in a pickle, because the OpenAI is now due to the investment marked the start of a partnership between the cloud computing firm and the AI research company that has since grown to more than US$13bn in total commitments. Microsoft and OpenAI are bound to ChatGPT to the nihilistic setting of these firms losing 13 billion in value, so when that happens, what more will unfold? I am not stating that this will burst the AI bubble, but as I see it Sam Altman will see his halo decrease looking a lot like a zero, and Microsoft sees the tally of failures increase to two, first builder.ai, now we see that Microsoft is surpassed again by Google, which is not a great surprise to me. 

And as Futurism gives us “Google, though, has a major financial advantage by already being profitable. It can afford to spend aggressively on data centers, at least for the time being. That’s besides Google Search having been the de facto search engine on the internet for decades, giving it access to a vast number of existing users who could be swayed by its AI offerings.

Altman claimed in the memo that the company has an ace up its sleeve in the form of an even more powerful reasoning model that’s set to be released as early as next week, according to the WSJ, likely a direct response to Google’s Gemini 3.” So is this a simple setting of a little time gap, or is OpenAI now in more trouble than anyone think it is? I actually do not know, but there is a setting that I personally like. I was always Google minded. I was struck in my soul when they dropped the Google Stadia as I had a plan to give it 50,000,000 subscriptions in stage one and rally add to that beyond that, knocking Microsoft of its illusionary perch. But alas, it was not to be and Amazon had the inside track from that point inwards. And I personally feel that the stage of “to be released as early as next week” is likely want-to-be-real presentation, Sam Altman is trying to get any moment he can get and that is fine, but as I see it, it might be timing and people like Sam Altman will try to get any way to keep their cushy setting. I am not judging, but the stage that Gemini 3 is surpassed is likely, will it be? I doubt it, using the words from Marc Benioff stating “not going back” and that is a powerful setting, one that creeps fear into the hearts of Sam Altman and Satya Nadella as I personally see it.

Have a great day, my weekend has begun and Vancouver will join us in 15 hours.

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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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Is there a downturn?

That was the secondary view I was given. The first was a quote by that (me giggling) astrophysical Neil deGrasse Tyson. No disrespect, he states settings well and with massive clarity. But the one quote he gave us was “knowing enough about a subject to think you’re right, but not enough about the subject to know you’re wrong”. That took me, not by surprise, but it had impact. I reported on America tourism through media clues given. Tourism is something that I know little about (my last vacation was 2002). My main reaction was indolence of Canada, as such as they are shunning America, I stand with them. That will teach most of these 51st State Theologians (they are always praying to god for places they can’t have) a lesson and as a Commonwealthian (aka Australian) I have to stand with my Canadian brethren (sisters too). 

So I reported on these fall backs. Then I noticed a few items and my setting slightly changed. There is a rumbling of adjusted data and it doesn’t spell good news. As I see it Google is involved and I for one have massively supported their points of view. As such the quote from that space expressionist (nothing negative) comes to mind. “knowing enough about a subject to think you’re right, but not enough about the subject to know you’re wrong” it is important. Is this me? It could be, I know am not a expert on tourism, I think I still know how to be one and that is it. But data, data is my rap and I have worked with data for decades. So I am spouting here the setting of what I see and perhaps you will also see the issue that arises. Because it is not merely the subject, it is the knowing that the facts do not add up. Even if you accept that the media tends to slice and dice data to give the view they need to have to power the view they want to instill on the readers. Yet, here is the hidden clue. When you look at the slices, the picture feels wrong. The part cannot be seen as the whole. That is the hidden feature of media, that is seemingly their strength. Yet when you have enough slices and partial view, the whole picture tends to make sense. Here it does not, and to illuminate these settings I put several of them here, you can see for yourself what you can make of it. I still think something is off. Lets start off by quoting everyones favourite delusional view (AI) and in this case Googles.

You can see the setting it ‘gives’ us. 

The first is given to us (at https://www.ctol.digital/news/us-tourism-slump-retail-impact-july-24/) by ctol digital solutions with ‘Tourism Downturn Threatens $20 Billion US Retail Spending Crisis’ now, we can rant about this but the overall downturn for 2025 is set to $29 billion. And this is now set to a larger premise of $20 billion (retail), there is no reason to fight the numbers, yet as I see it, the ‘gemini’ view is that this merely constitutes $2600 billion, raking in $585 billion in tax dollars. As I see it, this merely constitutes slightly less then 1%, is that a crises, or an overreaction? I could see it as panic writing. 

Then we get the New York Post giving us 6 hours ago ‘Foreign tourism to NYC expected to see ‘devastating’ $4B drop this year according to industry experts’ (at https://nypost.com/2025/07/25/us-news/foreign-tourism-to-nyc-expected-to-see-devastating-4b-drop-this-year-according-to-industry-experts/) where we see “The drop — which could be as much as 14% — will have a brutal effect on the New York economy, as foreign tourists usually spend big, according to NYC Tourism + Conventions, which did the study. “Although international visitors make up 20% of total visitation, they account for approximately 50% of all visitor spending, making them essential to New York City’s economy,” group CEO Julie Coker said in a statement.” Really? As I see it $4B is merely 0.25%, but we are looking at the whole picture, for New York 14% and the international visitations being up to 20% is a lot, but when you see it against the ‘Gemini’ (aka Google) numbers, something is starting not to add up. 

Then we shift focus to Travel And Tour World (TTW), who gave us a mere 20 hours ago ‘Retailers in Major US Cities Like New York, Los Angeles, and Chicago Face Twenty Billion USD Decline in Sales as International Tourist Spending Slows’ (at https://www.travelandtourworld.com/news/article/retailers-in-major-us-cities-like-new-york-los-angeles-and-chicago-face-twenty-billion-usd-decline-in-sales-as-international-tourist-spending-slows/) where we see “Retailers in major US cities like New York, Los Angeles, and Chicago are feeling the impact of a significant shift in consumer behaviour as foreign tourist spending decline, twenty billion USD. These iconic cities have long depended on the influx of international visitors, who often contribute substantially to retail sales, especially in luxury goods and high-end fashion. However, as travel patterns change and tourists adjust their spending habits, many retailers are seeing fewer footfalls in their stores, directly affecting their bottom lines.” From this we can take two settings. The first is the setting that we are getting closer to the $29 billion and that Los Angeles and Chicago represent 75% of the loss. I have an issue with that. I get that New York is losing money, but to see this as a mere 25% of what Los Angeles and Chicago represent? That doesn’t make sense. I get that Los Angeles is big, as would California as a whole but the percentages are off, especially against the numbers that Google AI gives us. It seems to be a mere storm in a cup of water. And I can recite a whole range of additional articles, but the point should be coming across now. So, is there a bigger picture? Yes, there is and I have stated this again and again. Verification is essential for any data to be set and here I am getting to the stage that Google has altered numbers, or at least limitations of what their (so called) AI is spouting at us. The sources of these data stages are debatable. It is like the old market research settings we can (at times) see that the opposition of any stance might be 69%, but it is the ’N’ that makes the cake and if it is 256 people it is seen as trivial, only if we have 8,263,000 (estimated population of New York) will it become an actual crises issue and these articles give us percentages, but the ’N’ is absent, making the whole setting debatable at best. 

To complete the setting I have one additional source. It is the Travel (at https://www.thetravel.com/american-airlines-passengers-concerned-hundreds-of-us-domestic-flights-cancelled-august/) giving us ‘American Airlines Has Passengers Concerned With Hundreds Of U.S. Domestic Flights Cancelled As Of August’ where we see “AA’s domestic U.S. flights. It appears that American Airlines is scaling back significantly, with hundreds of cancellations scheduled to take place as of August. AA has made these changes for several reasons. One of them involves current trends” Now, this might be fine as we are also given “while the other is due to an ongoing dispute with a specific U.S. airport” is that reason to cancel hundreds of flights? It might be, I just don’t know. But the overall news as we saw it in the last few weeks implies that passengers are seemingly absent and that makes the setting of the Google AI debatable at best. The numbers do not add up in several directions and personally I have an issue with that. I am not stating that I am above the quote that Neil deGrasse Tyson gave us all. I am saying that I merely know enough about data that there are issues and most likely in several settings. Personally I am with the setting that Canadian are shunning America (mostly due to the 51st state notion) and we have seen several settings towards view. And even as Canada is merely one nation, the tourism setting seems wrong. Especially as the media is allegedly creating a perfect storm in a teacup, because that is what is implied and the numbers do not bear out that view. 

Am I right, am I wrong? I let you consider that for yourself but when you see the ‘AI’ view, it doesn’t add up to the views that the media are giving us. So few free to disagree, feel free to adjust your views too, but something is off. Have a great day today.

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All Is Not Over

Yup that is the setting and it is a conundrum to say the least. Before I go into the explaining setting. I might need to refresh a few minds. There is no AI, Artificial doesn’t exist (yet). As I see it three components are missing and that is fine. We are making headway in this and some have one element in place. The other two are missing. So I have been speaking out against those AI ‘losers’ and it seems that no one else is listening. That’s fair. Why would you believe me over dozens of greed driven sales people. Then this morning (way too early) I saw something pass by on LinkedIn. It was brilliant, I never thought of this (I do miss parts at times) and the image below

Gives you the goods. Consider the ‘constraints’ of and actual AI. Consider the constraints of 5 AI’s. Now I take the assumption that this was all on the up and up. It is a leap, I know this. For all concerned, the poster was yanking all our chains, so you can test this yourself. Take a room with 5 strangers, ask them the simple question to pick a random number between 1 and 50 and write this on a pice of paper. Then all show them at the same time. Now if they are different people (I am referring to the old joke that all teenage boys will come up with 69 dude (and this was averted with the range 1-50) but seriously. Take 5 random people and optionally 2 might have the same answer, but for all 5 ‘proclaimed’ AI systems to give the same number is utterly impossible. 

Is it?
Well, that is the question. If they are founded on the same algorithm, there are optional gaps, then there is the setting that the data is founded on exactly the same amounts, as such I say impossible. A computer (any computer) has logics, hardware, algorithms and data. If they are all identical (which does not seem the case) the answers should be the same. But to get 5 identical answers is a drastic setting after all big tech is shedding jobs due to AI. If the image was true, the larger truth that companies need to shed jobs as they foresee a much larger economic clash. I was already on that page, but now more can do this to. Consider that this so called AI is being pushed onto support and customer care. Now consider that they all have the same flakes and errors. How many support and customer care jobs will set companies to collapse? It is an honest question. Where do you go when the company you are giving your money to is merely walking the beat towards average? A place where populism (aka the statistically most viable answer) is given?

A setting where we are merely the crunched number and not given the excellent quality support we are entitled to? I am not kidding, but this is the setting all the big tech companies are going for. All to look good on paper and that is what I see evolving. You can bitch all you like on Microsoft and Builder.ai where seemingly the AI work was done by 700 engineers. Microsoft backed the solution all whilst there was nothing to be seen on how 700 engineers were supported by hardware and software. Then we get to all systems with verifications and these elements should reveal that if AI was the real deal these systems could never have given all the same random number. 

So, all is not over. For the simple reason that if this happens, these companies need to find 61,000 people and this gives me the setting that dataconomy.com gives with “Microsoft’s Chief Commercial Officer, Judson Althoff, stated this week that the company saved over $500 million in its call center last year through the use of AI tools. This announcement follows a series of internal remarks concerning productivity gains across sales, customer service, and software engineering, as reported by Bloomberg during a recent presentation.” When these tools start bungling their job as the data becomes an issue (I see the 5 random numbers as ‘evidence’). You see, you cannot have on and not the other. I am mentioning Microsoft in this case as the quote was there, but as I see it, IBM, Amazon and Google will all have the same issue soon enough. And the first one that realizes this will get the first grasp in the 61,000 people and the last one gets the least impressive people of the bunch. And at what point will someone figure out what the price tag is on the $500 million in savings? 

It is a setting without any good end. And in the end, if the setting was faked, my conclusions are equally debatable. I will disagree as I came to this point through different means and this example was merely the icing on the cake. And I love it, because I never thought of this setting. We all miss things and I am no different. So I laugh as I saw the article as the example given was nothing short of ‘quite excellent’. As such I start the day with a smile as I enjoy being pointed at overlooking an element. That’s the person I am.

So, you all have a great day as I am starting fish day today (from young I was told Friday is fish day). Did the AI you are all embracing give you that translation and the reason why? It is a mere jab at the setting as this reenforces the verification of data. A setting I saw to be the achilles heel of that StarGate project. It is a mere $500,000,000,000 project, but that will not stop me from illustrating the situation and whilst other say that I don’t have the power to do anything. I merely counter it that these centers are unlikely to have the power to keep it going, you see power is more than an element, it becomes the biggest evil of the lot.

As stated, have a great day.

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Good News

Well, it is good news of a sort. The Guardian reported yesterday (at https://www.theguardian.com/us-news/2024/sep/23/violent-crime-murder-rate-fbi-2023) that ‘FBI confirms US murders declined in 2023, contrary to Republican claims’, it is here we get “Murder dropped by more than 11% in largest single-year decline in decades while rape and other crimes also fell”, as plenty of us consider the one nation that is mostly in decline (due to the Karen’s) it is nice that we see an article like this. We also get “Meanwhile, the broader category of violent crime nationwide decreased about 3%, said the data, which is audited and confirms earlier reporting from unaudited statistics”, as well as “the FBI said rape decreased by an estimated 9.4%, property crime dropped 2.4% and burglary fell by an estimated 7.6%”. Some say that it is nothing to write home about. The larger setting is that in a country as overloaded with 343,477,335 people both good and less so. These drops are nothing to be sneered at. I say hurrah to the police and FBI department on a national scale. I am still of the mind that criminals tend to find other ‘activities’ to fuel their need for greed and violence. What it is is anyone’s guess. In certain fields I tend to be a gloomy source of skepticism. And it is here that Jonathan Greenblatt, CEO of the Anti-Defamation League (ADL), said: “Data drives policy, and without having a complete understanding of the problem, we cannot effectively address this significant surge in hate violence” OK, I will agree with that. Data tends to be the driving instigator in understanding certain crimes. It is also a little weird that hate violence would be the driving power against sexual assaults and burglaries. One does not optionally fuel the other side and as such I feel uncertain what to think. That is the other side of data. The lack of numbers does not fuel the understanding into another side. It is not that we can state with any kind of ‘comprehension’ that (2022) 16 sexual assaults + 84 burglaries = 14 sexual assaults + 58 burglaries + 28 hate crimes (2023) it just presumptuously does not work that way. But in the end crime went down to some extent and for that we can say ‘hurray ye police departments’ and ‘hurray ye FBI’. We then get ““Our administration has improved and expanded background checks, announced the single largest investment in youth mental health in history, and been an unprecedented resource to states, cities, and local communities,” said Kamala Harris” I am less convinced here. I am not debating the soul and spirit of the thought, there is a larger stage to consider. I wrote a few years ago that the ATF is staggeringly underfunded and for the longest time there was no head at the organisation. There was a lack of IT funds and all kinds of settings that sets the ATF with decades of lack of innovations at their disposal. In addition, last year the WBUR (in 2023) gave its audience ‘Does the man enforcing the country’s gun laws have the tools to do the job?’ I had raised that amendment issue a few years earlier. They gave us “ATF protects the public from crimes involving firearms, explosives, arson, and the diversion of alcohol and tobacco products. Regulates lawful commerce in firearms and explosives, and provides worldwide support to law enforcement, public safety, and industry partners.” All whilst the gun lobby does everything to make things harder for the ATF. And all whilst all the Tech biggies (Amazon with AWS, Microsoft with Azure and Google with Gemini) have lacked in assisting the ATF in ways that work. I am not placing blame in any of those three, but the lack of innovation in IT power in the ATF is staggering. And in that setting the FBI and the local police forces need to do their work. Weird is it not? Then in 2020 we see ‘Rethinking ATF’s Budget To Prioritise Effective Gun Violence Prevention’ apart from the fact that the ATF was without a permanent director for seven years the wondering setting by Kamala Harris with “Our administration has improved and expanded background checks” but I have issues with the statement. I will fully agree with the statement that it was true, but consider a car in 2022 when it was going at a speed of 23 mph, the fact that it now does 43 mph makes the statement true, but when we consider that the fact that the ATF is to be seen as The Tiger Brigades (1974) where the officers relied on something not dissimilar of the Ford model T, the improvements would be impressive all whilst the criminals out there relied on their Lamborghini Countach LP400 (179 mph), you do see that the police has absolutely no way of winning. When we realise this a lot more could be done, but political players relying on the gun lobby donations are o so willing to throw a clog in the wheels (the origin of the expression saboteur) and the larger issue is not that America needs to stop crime. It is important that they are gaining access to the tools that allows them to do their job.

So I am not attacking the good news we were given, but the fact that the truth is that certain organisations were supposed to do their job with one hand on their back. The lacking funds for infrastructure does not help I reckon. 

All reasons for applauding the local police departments and the FBI for getting some of the work done. So to all involved: “Well Done!

I am now pondering a thought I had yesterday and a larger premise. Not sure yet what to do, but it is a consideration to behold. And now, with my eyes on the Scotia bank on Yonge street (Toronto) I will sign off and enjoy a glass of ice tea.

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