Tag Archives: Google Gemini

May 22, 2026 · 04:28

Questioning my mindset

That is the question, so this is not about IP, or even about hardware. This is a software question, my software. It becomes the setting, am I a delusional paranoid, or a paranoid delusional? You might think this is fun, but I woke up at 03:30 when thoughts hit me and I looked online to seek some kind of verification (I really believe in verification, because that leads to validation) So I found CNBC (at https://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.html) where we see ‘Iran reviews U.S. peace proposal as Trump says he’s willing to wait ‘a few days’’ and my first question was “He is willing to wait a few days?” The article where we see “Iran Foreign Ministry spokesperson Esmaeil Baghaei said the Islamic Republic had received the views of the American side “and are reviewing them,” according to the state-run agency Nour News.” The article was all neat and shiny (particularly the shiny part) and it merely increased the tensions within me. And I wonder if it is just me, or are there sides that others had picked up on? There is no blame to the media here, they merely reported on items and they did that. I think there is no oversight on their part, unless they all look at the complete picture from March 1st this year. Where some might see “President Trump used the phrase “bomb them back to the Stone Ages” in an April 2026 primetime address regarding the U.S. war with Iran. In the speech, he threatened to hit Iranian infrastructure “extremely hard” to force Tehran into negotiations over the Strait of Hormuz.” Yet the second article gives us (at https://www.nbcnews.com/world/iran/iran-us-talks-trump-tehran-gaps-nuclear-deal-pakistan-war-rcna346258) where we see ‘Iran-U.S. diplomacy intensifies as Trump seeks ‘right answers,’ Tehran signals gaps ‘reduced’’ and as I see it, President Trump never waited for right answers, you can look up his responses right back to the start of the 51st states mentions. The man talks before his brain kicks into motion. And the byline “A visit by Pakistan’s army chief Thursday was aimed at “reaching the point of officially announcing acceptance of the memorandum of understanding,” Iran’s semiofficial ISNA news agency reported.” Might have been the settler of it all. It comes with “Tehran was responding to Washington’s latest proposal, which had “reduced the gaps to some extent” between the two sides, the semiofficial ISNA news agency reported early Thursday. It said that a visit by Pakistan’s army chief was “aimed at reducing these gaps and reaching the point of officially announcing acceptance of the memorandum of understanding.”” The seed in me evolved and it blossomed right into a Castor Bean plant in my brain. The thought that had evolved was “Was this war about destabilizing the Middle East?” The attacks on the UAE was another part, the attacks on Saudi Arabia and Qatar seemed to be supporting this all. The entire setting is a sort of death jerk by the United States to stop the decrease of what is overwhelming them, as to reduce the damage that seems to be coming for them. The successes that the UAE got in Tourism and to some effect Saudi Arabia too, President Trump sees the lack of tourism that is coming for them and Canada exasperated that notion. The numbers aren’t adding up and why? Why are at least 3 government installations in the United States cooking the books? (Or at least that is what it looks like to me) and my mind around 02:00 this morning hammered me awake with this notion. The United States are destabilizing the Middle East to avoid total disaster before 2027. I don’t think they will, but the underlying setting then becomes is Iran in on this? They might like to destabilize Saudi Arabia and the UAE as well, and they are willing to play their part. I have no idea where Israel is in this and they might merely like the idea of bombing Iran, they have been their target for long enough.

So the question becomes “Am I merely a paranoid delusional individual or am I also a delusional paranoid?” It is a fair question to ask myself, and the answer could go either way, but I don’t believe that anyone has a clear answer. Perhaps the media has, but they are likely to busy chasing digital dollars. And the media answers are tainted to say the least. And as I see it Google Gemini (yes, I confronted a second source in this) gives us: “Middle East destabilization is currently driven by the active Iran war that began on February 28, 2026, when US and Israeli forces launched preemptive airstrikes. The resulting regional escalation—including retaliatory strikes on Gulf states and threats to global shipping—has shattered the pre-existing geopolitical balance and triggered severe diplomatic and humanitarian crises”, as such I don’t think I am entirely wrong. It might be flawed as the notion is subjective and that tends to come with data gaps, but the thoughts are there. 

So, as I put this to printed paper, perhaps my mind will relax and I might still get around 150 minutes of ZZZZZ time. Have a great day.

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May 17, 2026 · 10:05

In my mind

This is not some setting from “because I say so”, but it is a setting that I expect. To see what trinary systems (some call them ternary systems) can do ‘because of’ “Potentially higher speed and efficiency, allowing for less storage space per bit and more compact circuitry. Balanced ternary handles negative numbers natively.” The IT world is relying on the setting (because it knocks them of their throne) with “Difficult to design, higher power consumption in some implementations, and a lack of mature research compared to binary.” They are not wrong, but trinary is tomorrow and it is set to actual and factual true Artificial Intelligence. As such in my mind the system created 1,000,000 possible culprits, but the setting to identify this (with much in the middle of the data) we see a cube with a 100 layers of 100 by 100 people. Each person has over 100 elements and that is still a decent data setting. The binary solution gives us 4 reds (highly likely culprits), two dozen orange (people who are not to be dismissed as a suspect at present) and the rest is cleared, it took the binary solution 47 seconds. So in comes the trinary solution and it gives us two reds and 5 orange and it does so in 6 seconds. That is the setting that trinary beers binary gives us on 1,000,000 people. So when (lets for arguments sake say Oracle) gives the people the impact of that and the gain in computational power as well as offer higher information density and theoretical efficiency. The sales talk is done at that point and consider the amounts of data sources have, we can say that at that point Binary solutions are done for in a world where time matters and where efficiency is goal. You should not dismiss Fake AI that easily, because some people cannot afford trinary solutions before 2040-2050. But that setting if computational power is not to be dismissed. No matter what the binary tycoons claim. So in 6 seconds, the 19 non-dismissible people were disregarded on the foundation of the SAME data, because that was part of the exercise. And I reckon that shallow circuits will be a much stronger solution in a trinary setting that it ever could be in a binary setting. Don’t get me wrong, it will help heaps. 1 million people with over 100 elements is still 100,000,000 settings in a true/false environment. This is why I disregard (at present) as all AI, simply as fake AI. And for the people stating this is merely in my mind. You are right and fortunately I had an education from UTS and a degree in internet working. So we all have had that setting of data and non-repudiation. And don’t forget in a trinary setting non-repudiation is more than a simple equation. It will figure out that you and only you could have done something like that. This is why I valued Oracle (and optionally Snowflake) above all the others, by the time you are done with listening to the salespeople from Azure stating that this is the way to go, you are hooked and that is where you lose the fight. And when Oracle set up whatever they call there trinary database system, there will be a population of one in the forefront of real AI and those who were ‘enticed’ by the sales talk of others, because those salespeople don’t care about you, they care about their own product and they are set to do the best that their solution can do for you. Here language and legal settings matter, because they never outspokenly lie, they merely omit factors that they regard don’t concern you. Even Google Gemini give us “ternary remains limited by manufacturing complexity and lower reliability.” Every one who knows me knows that I am a huge Google fan, so where did Gemini gets that data? (simple: reddit) and it gives the source, but how was it verified and validated? And at present it is a true setting, but if you realise that this technology is still well over a decade away (at best) are they lying? You need to see the bigger picture, especially when these vendors trow phrases like “AI” around and when people are cluing up that it is all Fake AI, we will see carefully phrased denials like “they were all doing it, we just followed them” and that is where you see that these proclaimers are merely following one another. What a tangled web we weave. 

Still I reckon that Snowflake and Oracle will have transference systems in development, because I am not the ‘genius of one innovator’ others have similar setting in mind and they are preparing to give their customers the best that is possible with the current technology in place. 

So as we are looking at a day of rest (or like me slaughtering people in Skyrim), we need to consider the media frenzy that is evolving around us and be very careful what you accept as true. Even my statements should be examined. The one stating “My data is without flaw” is the liar in your inner circle. And be careful who you let into your inner circle because that is your decision and it will cost you the moment you allow the wrong person in your midst. 

Have a great day. So don’t think of this ‘article or story’ as valid, it is a collection of thoughts that are mine and even as I presume that it is all factual, it remains a story unless I can verify and validate the data I have and some of this was collected through fake AI, so I know there are parts that are not aligning. 

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April 17, 2026 · 15:07

What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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November 23, 2025 · 10:29

Driving the herds

OK, I am over my anger spat from yesterday (still growling though) and in other news I noticed that Grok (Musk’s baby) cannot truly deal with multidimensional viewpoints, which is good to know. But today I tried to focus on Oracle. You know whatever AI bubble will hit us (and it will) Oracle shouldn’t be as affected as some of the Data vendors who claim that they have the golden AI child in their crib (a good term to use a month before Christmas). I get that some people are ‘sensitive’ to doom speakers we see all over the internet and some will dump whatever they have to ‘secure’ what they have, but the setting of those doom speakers is to align THEIR alleged profit needs to others dumping their future. I do not agree. You see Oracle, Snowflake and a few others offer services and they are captured by others. Snowflake has a data setting that can be used whether AI comes or not, whether people need it or not. And they will be hurt when the firms go ‘belly up’ because it will count as lost revenue. But that is all it is, lost revenue. And yes both will be hurting when the AI bubble comes crashing down on all of us. But the stage that we see is that they will skate off the dust (in one case snow) and that is the larger picture. So I took a look at Oracle and behold on Simple Wall Street we get ‘Oracle (ORCL) Is Down 10.8% After Securing $30 Billion Annual Cloud Deal – Has The Bull Case Changed?’ (At https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-is-down-108-after-securing-30-billion-annual-clo) With these sub-line points:

  • Oracle recently announced a major cloud services contract worth US$30 billion annually, set to begin generating revenue in fiscal 2028 and nearly tripling the size of its existing cloud infrastructure business.
  • This deal offers Oracle significantly greater long-term growth visibility and serves as a major endorsement of the company’s aggressive cloud and artificial intelligence strategy, even as investors remain focused on rising debt and credit risks.
  • We’ll examine how this multi-billion-dollar cloud contract could reshape Oracle’s investment narrative, particularly given its bold AI infrastructure expansion.

So they triple their ‘business’ and they lose 10.8%? It leads to questions. As I personally see it, Wall Street is trying to insulate themselves from the bubble that other (mostly) software vendors bring to the table. And Simply Wall Street gives us “To believe in Oracle as a shareholder right now is to trust in its transformation into a major provider of cloud and AI infrastructure to sustain growth, despite high debt and reliance on major AI customers. The recent announcement of a US$30 billion annual cloud contract brings welcome long-term visibility, but it does not change the near-term risk: heavy capital spending and dependence on sustained AI demand from a small set of large clients remain the central issues for the stock.” And I can get behind that train of thought, although I think that Oracle and a few others are decently protected from that setting. No matter how the non existent AI goes, DML needs data and data needs secure and reliable storage. So in comes Oracle in plenty of these places and they do their job. If 90% business goes boom, they will already have collected on these service terms for that year at least, 3-5 years if they were clever. So no biggy, Collect on 3-5 years is collected revenue, even if that firm goes bust after 30 days, they might get over it (not really). 

And then we get two parts “Oracle Health’s next-generation EHR earning ONC Health IT certification stands out. This development showcases Oracle’s commitment to embedding AI into essential enterprise applications, which supports a key catalyst: broadening the addressable market and stickiness of its cloud offerings as adoption grows across sectors, particularly healthcare. In contrast, investors should be aware that the scale of Oracle’s capital commitment brings risks that could magnify if…” OK, I am on board with these settings. I kinda disagree, but then I lack economic degrees and a few people I do know will completely see this part. You see, I personally see “Oracle’s commitment to embedding AI into essential enterprise applications” as a plus all across the board. Even if I do believe that AI doesn’t exist, the data will be coming and when it is ironed out, Oracle was ready from the get go (when they translate their solutions to a trinary setting) and I do get (but personally disagree) with “the scale of Oracle’s capital commitment brings risks that could magnify if”. Yes, there is risk but as I see it Oracle brings a solution that is applicable to this frontier, even if it cannot be used to its full potential at present. So there is a risk, but when these vendors pay 5 years upfront, it becomes instant profit at no use of their clouds. You get a cloud with a population of 15 million, but it is inhabited by 1.5 million. As such they have a decade of resources to spare. I know that things are not that simple and there is more, but what I am trying to say is that there is a level of protection that some have and many will not. Oracle is on the good side of that equation (as is Snowflake, Azure, iCloud, Google Gemini and whatever IBM has, oh, and the chips of nVidia are also decently safe until we know how Huawei is doing. 

And the setting we are also given “Oracle’s outlook forecasts $99.5 billion in revenue and $25.3 billion in earnings by 2028. This is based on annual revenue growth of 20.1% and an earnings increase of $12.9 billion from current earnings of $12.4 billion” matters as Oracle is predicting that revenue comes calling in 2028, so anyone trying to dump their stock now is as stupid as they can be. They are telling their shareholders that for now revenue is thimble sized, but after 2028 which is basically 24 months away, the big guns come calling and the revenue pie is being shared with its shareholders. So you do need brass balls to do this and you should not do this with your savings, that is where hedge funds come in, but the view is realistic. The other day I saw Snowflake use DML in the most innovative way (one of their speakers) showed me a new lost and found application and it was groundbreaking. Considering the amounts of lost and found is out there at airports and bus stations, they showed me how a setting of a month was reduced to a 10 minute solution. As I saw it, places like Dubai, London and Abu Dhabi airport could make is beneficial for their 90 million passengers is almost unheard of and I am merely mentioning three of dozens upon dozens of needy customers all over the world. A direct consequence of ‘AI’ particulars (I still think it is DML with LLM) but no matter the label, it is directly applicable to whomever has such a setting and whilst we see the stage of ‘most usage fails in its first instance’ this is not one of them and as such in those places Oracle/Snowflake is a direct win. A simple setting that has groundbreaking impact. So where is the risk there? I know places have risks, but to see this simple application work shows that some are out there showing the good fight on an achievable setting and no IP was trained upon and no class actions are to follow. I call that a clear win.

So, before you sell your stock in Oracle like a little girl, consider what you have bought and consider who wants you to sell, and why, because they are not telling you this for your sake, they have their own sake. I am not telling you to sell anything. I am merely telling you to consider what you bought and what actual risks you are running if you sell before 2029. It is that simple.

Have a great day (yes Americans too, I was angry yesterday), These bastards in Vancouver and Toronto are still enjoying their Saturday. 

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