Tag Archives: google

February 18, 2026 · 15:23

The deluded new congregation

That is the thought I had when I looked at ‘AI challenges the dominance of Google search’ (at https://www.bbc.com/news/articles/c1dx9qy1eeno)  where we see a picture of a pretty girl and the setting that “Like most people, when Anja-Sara Lahady used to check or research anything online, she would always turn to Google. But since the rise of AI, the lawyer and legal technology consultant says her preferences have changed – she now turns to large language models (LLMs) such as OpenAI’s ChatGPT. “For example, I’ll ask it how I should decorate my room, or what outfit I should wear,” says Ms Lahady, who lives in Montreal, Canada.” It seems like a girly girly thing to do (no judgement) but the better angels of our nature, stated by Abraham Lincoln in his 1861 inaugural address requires reliability and the fake AI out there doesn’t have it, it is trained on massively inaccurate data, some sources give us that Reddit and Wikipedia is the main source of trained data in excess of 60%, whilst it uses Google data for a mere 23.3%, as such your new data becomes a lot less accurate and when I seek information, I like my data to be as accurate as possible. And of course she adds a little byline “Ms Lahady says her usage of LLMs overtook Google Search in the past year when they became more powerful for what she needed. “I’ve always been an early adopter… and in the past year have started using ChatGPT for just about everything. It’s become a second assistant.” While she says she won’t use LLMs for legal tasks – “anything that needs legal reasoning” – she uses it in a professional capacity for any work that she describes as “low risk”, for example, drafting an email.” I would hazard the thought that she wasn’t even old enough to touch a keyboard when she ‘early adopted’ Google. We now see more and more the setting that influencers (to be) will shout the “AI vibe” but the setting is nowhere near ready and whilst we look at the place, consider that she might be doing it in French (Montreal, Canada) so where is the linguistic setting in all this BBC? So whilst we get “A growing number are heading straight for LLMs, such as ChatGPT, for recommendations and to answer everyday questions.” My thought is ‘A what cost to our private data?’ And then the BBC makes a BOOBOO. We are given “Traditional search engines like Google and Microsoft’s Bing still dominate the market for search. But LLMs are growing fast.” A booboo? Yes, a booboo. You see Microsoft Binge holds a mere 4% market share whilst Google has 90%, this story is nothing less than a fabricated setting with a few people dancing to the needs of Suzanne Bearne, the technology reporter. What? Nothing to write about?

I did very much like the statement “Professor Feng Li, associate dean for research and innovation at Bayes Business School in London, says people are using LLMs because they lower the “cognitive load” – the amount of mental effort required to process and act on information – compared to search.” I am willing to accept it as the sheepish hordes are all going towards the presented bright light of ChatGPT, but nothing more than that. I wonder when people will learn that the AI trains are not that, nothing like AI trains and for the most they seem to be the presented solutions that faster is better, but the tracks are not that reliable at present and they forget to give that view on the setting of that some laughingly call AI. And the end of this article does give an interesting ploy. It comes with:

“Nevertheless, Prof Li doesn’t believe there will be a replacement of search but a hybrid model will exist. “LLM usage is growing, but so far it remains a minority behaviour compared with traditional search. It is likely to continue to grow but stabilise somewhere, when people primarily use LLMs for some tasks and search for others such as transactions like shopping and making bookings, and verification purposes.”” That sounds about right and it comes with a dangerous hangnail. It becomes a new setting where phishers and hackers can get into the settings of YOUR data, because there is always a darker side and that side is brighter than getting Google to surrender what they have and often it is not laden with identity markers, but then I could be wrong. 

So whilst some will like the new congregation, the dangers of that new congregation is not given to you by the media, because caution does not translate to digital dollars, but flames of disruption are. Just keep that in mind.

Have a great day.

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February 15, 2026 · 10:58

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.

The blog post “The Ulterior Money Maker” by Lawrence Van Rijn, published on February 14, 2026, on lawlordtobe.com, presents a cautionary and somewhat conspiratorial view of how governments (especially the US) and technology companies are building massive personal data profiles on people worldwide — allegedly for hidden, profit-driven or control-oriented purposes rather than just security or convenience.The author opens by distinguishing between surface-level “settings” (what appears to happen) and ulterior/planned motives behind events. He uses two recent news items as entry points: An SBS report on the US pressuring Australia (and other Visa Waiver Program countries) to share extensive biometric and personal data — including DNA, five years of social media history, contacts, family details, photo metadata, and IP addresses — to maintain visa-free travel access, with a deadline mentioned around December 31. The UK has already signed such an agreement, while the EU is negotiating. The author sees this as governments “selling out” citizens.
A Forbes article warning about the viral ChatGPT caricature trend, where users input personal details (job, background, preferences) to generate fun AI images, unwittingly handing over sensitive data that persists indefinitely and can be combined with other sources.
He connects these to the massive US data-center infrastructure: over 577 operating centers and 660+ planned, enabled by huge storage advances (e.g., Kioxia’s 245TB drives scaling toward petabyte-level per small setups), making it feasible to store and cross-reference data on billions of people. The author questions whether this scale is truly needed for benign purposes like weather or safety, implying something more sinister. Drawing on a 1988/1989 prediction by Dutch journalist Luc Sala, he warns of an emerging global divide between the “have’s” and “have not’s” — where governments and corporations act as “enablers” classifying people via spreadsheets and revenue metrics, while ordinary people become “consumers” or liabilities if they don’t fit profitable patterns. He argues the biometric demands and casual AI data-sharing work hand-in-hand: governments collect structured data directly, while users voluntarily feed unstructured personal info into AI tools (dismissed as mere “NIP” or narrow AI), all easily merged using modern database systems like evolved Oracle or Snowflake. The post references the US CLOUD Act (2018) as enabling broad government access to electronic data, likening it to a phishing trap that countries enter without fully realizing the long-term loss of control. Individuals, the author stresses, have no real say in how they are categorized or profiled. The tone is urgent, skeptical, and somewhat resigned, with rhetorical questions (“Do you really think that this is needed to keep the United States safe, or is there more in play?”) and direct reader address. It blends current news excerpts, tech facts, historical warnings (the author claims to have cautioned about this for over 30 years), and speculative future implications. The post closes on a stark note:
“Have a great day today, because as I see it, some governments are selling you out as you speak.”Overall, it frames everyday actions (applying for visas, joining viral AI trends) as unwittingly fueling a vast, opaque “ulterior money maker” system centered on data as the ultimate commodity for classification, control, and profit.

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:

It contains only a single link: https://lawlordtobe.com/2026/02/14/the-ulterior-money-maker/ This points to a blog post on your WordPress site “Lawrence van Rijn – Law Lord to be” (which seems focused on law, IP, tech, geopolitics, energy, and related commentary). 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. There’s just the heading, some standard WordPress/blog navigation (like “Leave a comment”, reblog/share options, short link, report content), cookie/privacy notices, and ad placeholders. No paragraphs, analysis, or details are present yet. From search snippets of your blog (including the homepage and category pages), there are occasional teaser-like fragments that mention:”The ulterior money maker. That is the setting, but what is true and what is ‘planned’ is another matter. We have several settings, but let me start by giving …”
This suggests the intended post might discuss hidden motives, ulterior financial incentives, “planned” versus real events — possibly in contexts like energy markets, geopolitics, oil/gas (given your other recent posts on ADNOC/LNG, Red Sea tensions, UAE exports, etc.), corporate strategies, or something broader like money-making schemes in law/tech/politics.Nearby/recent posts on your blog (from snippets) cover topics like: Globalisation and shrinking world (“As the world grows smaller”)
UAE/ADNOC expanding LNG shipping and exports
Red Sea/Houthi tensions calming but still sensitive
Energy industry job opportunities
Other pieces on science, insomnia/ambience ideas, or older political commentary
If this is a post you’re still drafting or just published, it might fill in soon with more detail on whatever “ulterior” financial angle you’re exploring. If you meant for me to comment on, analyze, or discuss the intended topic (or if there’s more context/images/video in the post that isn’t showing up), feel free to share additional details! What’s the main idea behind “The ulterior money maker”?

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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February 11, 2026 · 00:31

Out of the blue

So there I was meeting up with my half brother Insomnia. When that rascal comes calling you can pretty much kiss sleep goodbye and it is my turn to be all over the field again. But then out of the blue an idea hit me. You see I have gotten into the habit of looking at (and listening to) Ambience videos. It started around Christmas with Hogwarts Legacy movies. But as I saw more movies my mind started to think. You see most of them are basically graphic DML applications. Don’t get me wrong, there are a fair view of them made by artists who go all in on 3D sculpting, but as I got to think a few things through, I saw a gap where optionally Google Dropped the ball (yet again) and as all Sony TVs have google TV, the idea started to form. 

You see DML can be awesome and in this case it is. And here is the setting:

You start with the setting, giving you space, a house, a spaceship, a space station. From there we get the specifics like Themed (think a game, TV series or a setting like Cyberpunk, Interior, weather and whether this is a light of a dark setting from there we get to the music like music style, rhythm, ambience music and volume. From there we can go back to stage one, or we can select sample so we see the low resolution sample. From there we get the final product and that is the one we safe/Download so we can watch this without using bandwidth. The stage needs optionally one addition to the Sony TV’s and that is a memory slot, optionally we can serve it via the DVD/4K player which has a memory card or your console. This setting is already with the bulk of the people, as such it is a mere adjustment. Google will be able to sell a whole lot of subscriptions (which allows for the download of 4K files, or people can optionally do this in the office (to the bosses I say, I never told your employees this and you aren’t reading this) ;-P

And it goes further, the people who actually design these settings can offer interiors that the people can buy for a few dollars and the good ones will make a decent bundle, some makers like View Escape are already putting them on YouTube, so you can just download those. A setting that allows Google to enrich their options and give more to the people (at a price) and this can be set to a much bigger stage, but the basic is already here and I reckon that the millions of big TV’s are out there (not just Sony) and soon there will be a setting where the TV is not just a screen, it will be art on display and that is something that Google could enable. 

Perhaps the idea is silly, but I do believe that there is a market for this and seeing the amount of Ambiance Video’s already on YouTube, I feel certain that this is a bigger market than anyone is considering. Have a great day, it’s Wednesday now for me.

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February 7, 2026 · 23:45

Where is the edge?

That was where I was, I had no idea what to write about for the first time in 11 years, but fortunately the BBC helped me out in two occasions. The first one (at https://www.bbc.com/news/articles/crkrkd2xlx6o) gives us ‘YouTube’s $60bn revenue revealed amid paid subscriber push’, which his not surprising. The people who initially turned down that offer must befitting themselves over the head with this. So when we see “The figure, which totals the money generated through advertising on YouTube as well as paid subscriptions, far surpasses streaming rival Netflix’s $45bn revenue. It appears to be the first time Google has individually highlighted its video platform’s yearly revenue since acquiring it in 2006.” I reckon that all these data centres require Google (aka Alphabet) to show that they are doing well in regards to other expenses. So when we see ““YouTube is one of – if not the – most-used of all digital offerings, with over 70% of international consumers using it weekly, and over 50% using it daily,” she told the BBC, citing Midia consumer survey data. Kahlert said the different ways the platform makes money – such as through adverts, or charging a monthly subscription to remove them – means it can “capitalise well” on its large audience.” And I reckon it is a way to thwart Netflix with “Netflix has recently sought to ink deals with content creators, including popular YouTubers, in an effort to boost its own offerings.” I reckon that a company getting 33% more revenue than their competition is a decent way to thwart that setting. But what am I thinking? You see, there is more in play here and I reckon that Google will let us now that as soon as they are ready. Perhaps they might be considering the stage I gave with Augmented Reality in malls. You see, malls need an overhaul and rather quick. The eyes of the consumers are too adjusted to malls and at present one mall is as good as another (with the exception of Harrods and the Dubai Mall I think) but outside of these two, they are nearly all the same and an overhaul is required. I think that there is a new level of revenue coming from that, but what do I know?

I think that the optional damage that Netflix might bring and the Data Centre setting is reason why we now see YouTube revenue and that also brings a decent danger, because stable isn’t sexy and the revenue require an annual boost, but how? That is the setting when you make $60,000,000,000 per year and when you consider that this is $500M per month and when that falls down with an expected quarter not being reached, the game changes and that might have been the reason why Google never gave that number, so either Google is stretched too think with the Data Centres, or Netflix is making headway into YouTube content creator. I don’t know which one and it might be both to some degree. 

What is a given is that Google needs to look into new areas of advertising and digital awareness creation. I gave then (via my blog) more than one solution for over two years, so it is up to them to pick up that ball. Pretty simple, not?

But there is more to consider, you see Nintendo just announced (at https://www.bbc.com/news/articles/ckglk543x3go) that ‘Nintendo Switch becomes gaming giant’s best-selling console in history’ with “The Switch is now the best-selling Nintendo console in history, having surpassed 155 million sales since it launched in 2017.” As such, Nintendo is just short 5 million from the Sony achievement and Sony had 25 years to get here, Nintendo did it in only 8, so it is a given that the Switch will break the PS2. That is not a bad thing for the PS2, it was surpassed by the PS3, PS4 and PS5. It had its day, for me it was more important to see Microsoft fall down to a lousy third place with nowhere near the numbers Nintendo or Sony had to give ad I am still ager to dwindle it down to 4th position, but that requires a few people to move their asses in gear. And with Tencent, the chances are that Microsoft will end up in 5th place. They would be the worthy winner of the wooden spoon (I have a nasty sense of humor).

But this could also drive Googles ‘revenue’, or at least a more global awareness. You see, what I saw as a Sony setting (which they never pushed for) is now up to Google. The option for your Google account to link a secondary account, a gaming account where the gamer decides whether they are openly linked or not. With the secondary account that gives the goods on your gaming settings to an account site and connecting with your friends there so that you have complete communications with them (or not) and show off your achievements in that page and it could connect to all your consoles, so you get a Nintendo account, A Sony account ad a streaming account. (Amazon Luna, Tencent) so now you have your abilities online too, and it is one directional, from the console TOWARDS the account. The same account, but a distinguisher whether it is Nintendo (1), Sony (2), or Streaming (3). And you can set a singular connect (Sony people only see your Sony dealings) and you can add the other accounts to that, with the stage that they are connected over all the devices or not. This gives Google a large benefit towards gaming advertisement and so on. And as Google gets more and more data, the gaming setting becomes more and more important. But it should be left to the gamer if they want that connection open or not. No matter what is done, Google wins and so do the gamers. Because the gamer is central in this. I am weirded out that Google seemingly never considered that, especially as they left billions on the floor with the Google Stadia. But that isn’t really my concern.

What does matter that with the publication of the YouTube revenue, more players will come because they want to capture their grains for greedy purposes. I am considering that like the revenue display, the advertisement revenue and gaming revenue will enable this isn advertisement too much, It is becoming a behemoth of revenue and these ‘princes’ of advertisement (lets call them Mad Men Wannabe’s) are too willing to strike into anything that they can exploit, but that might be merely my distrustful personality. So you all have a great day today. I am melting in the evening with 30 degrees and no relief for me in sight until 06:00.

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February 7, 2026 · 09:59

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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February 4, 2026 · 19:36

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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February 3, 2026 · 10:07

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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January 29, 2026 · 05:07

A comedian makes a funny

That is every now and then the question, the actor, the comedian (which is weird as the original Heimdall had zero sense of humor) flexed his funny muscle when he used his own wax figurine to unlock his own phone. 

I saw the news last night and it didn’t hit me then, but 1-2 hours later something occurred to me, if that is possible, something else becomes possible too. As I couldn’t find the story anymore, I found this story (which is basically the same, at https://www.mandatory.com/news/1705735-idris-elba-wax-figure-unlock-his-phone) and when I reread it, just to make sure that I was on the right track, the other thought perturbed my brain. You see, when that works, the altered setting of projecting a high res photo (over 30MP) projected against a styrofoam head (to give it proper 3D settings) might work as well. 

As such those ‘relying’ on FaceID optionally get a new problem, because the world at large is overly happy with all the selfies they are making. 

So I got to thinking, should the next camera be equipped with an additional infrared or ultraviolet setting, the premise changes, because either of those will not be transmitted and should the system use the two images (infrared might be better) combined with a normal picture, we get a setting of non repudiation, a setting I applaud and I think we should rely on, as such FaceID becomes more secure and an optional setting towards non repudiation.

As such the makers of phones (Granny Smith and Google) as well as other phone makers might want to consider this step to secure their safety features. I reckon that Google might be the first to take this step and optionally the Pixel 12 might be the first one to hold this setting. The Pixel 11 is already in pre production, as such it might be too late to set that alteration in motion and lets face it, it is not an issue yet and lets face it as it stands, the members who need this feature have other ways to get this done and by the time this trickles down a year would have passed. 

So as someone in a ver funny way used his own wax figuring to unlock his phone, as such there are only 11,500 in ‘peril’ from getting their phone unlocked, whilst my styrofoam solution brings ‘unease’ to the 2,500,000 origanised crime bosses globally and as Salvatore Maranzano passed away before the smartphone, because of a novelty item, his secrets are still safe. But the need for non repudiation might once again have been pushed to the forefront of the brain of whomever needs this, so that’s good.

Well, that was fun. Got to use the noggin to create another piece of IP and the world might be better for it. And for me a story emerged a few hours ago that has me puzzled. You see, some in the American Administration as saying their economy is doing good (I think someone used the expression ‘robust’) which I think is not that sincere, but then again a block of iron is ‘robust’ when facing a piece of carton, but there is a difference between iron and steel and that difference when we see that one is $106.03 and the other is $951.00, so we have some fluctuation here and that is at the core of my puzzlement. You see, the news I saw gives us “The pound to dollar exchange rate has cracked into the 1.38’s in midweek trade following a remarkable 1.20% daily gain.” And as far as I know, the UK economy isn’t doing great as such how did this happen? Is the US economy in a lot more problems than the US stakeholders are allowing for the media to be released? Your guess is as good as mine as I have less knowledge of this than Heimdall has on humor. But there is something afoot and even if I did like the setting that I am correct yet another time, the impact of a stalling American economy due to the $38,665,000,000,000 debt they are having and as that debt is over 200 billion more than in the last two weeks, as I personally see it time might be running out for America. But that is a story for another day. At present I am gloating for my IP towards a solution for non repudiation and that is enough for now.

Almost time for my morning routine (coffee and breakfast) so you all have a great day.

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January 25, 2026 · 14:37

A sense of self

That is at times the setting and we accept that, but have we ever truly set that in gaming? There are examples. There is The Talisman by Peter Straub (Stephen King too), there are numerous other examples and I even wrote that setting in a previous blog, a basic setting that is. So consider an altered example. The image below

Shows 13 areas, the middle gives us the start. Now consider the setting that the start region is WatchDogs 3 Legion, it gives access to 4 other regions, they are in the background. Now one of these regions is AC 2 (AC Brotherhood) and that gives access to Areas 1,2,4 or 2,3,6 or 4,7,8 or 6,8,9 and so on. The object is to create a giant puzzle and the setting is to give each regions it own set of rules. So whilst I am looking at the series Caprica, we can see how the alternate reality gives a more docile or less docile setting whilst ‘throwing’ concepts like gravity, time, behaviour and classifications of people and of positions are thrown into the mix to be altered in each region. As I see it, the goal is to set a more distorted sense of self. That is the one side that gaming never explored. But the stage where we all throw it into the wind remains seemingly untouched, all whilst devices like the Meta Quest 3 could open that up to a much larger extent. We tend to reflect on what WE are, but not on how we manipulate ourselves. We play RPG, Minecraft all whilst Ernest Cline in Ready Player One opened a larger stage as early as 2011, now that we have much better technology, no one seems to be heading that way. It is not about the VR setting, it is how we see ourselves that is not addressed in gaming to any real setting. (OK, the real is debatable). And that setting is overlooked time after time again and as I see it, there has been 15 years of technology and no one thought of that approach to give the gamer the ride of their lives? When we consider a cross mix of technologies, the setting to hand the setting over a larger place is also overlooked. You see with the Meta Quest 3 there is the setting of streaming consoles and an ability to set both gaming realities in some kind of overlap would help. I reckon that the last time that this was done to ‘some’ extend was the game System Shock, but actually to set these linked technologies to real technological puzzles is missing. That same setting is partially seen in a game named Portal (Rob Swigart, 1986) and it seems that no one ever. Considered the next step in what makers like that would have seen impossible in their time, but now this option is ready to be explored. I actually placed a story here somewhere where I addressed that setting (too tired to find it now as it is 100F at the moment) So whilst we all go for the ‘cosmetic’ in today’s gaming, the larger setting is to take a leap and make some changes actual and yes there is a drawback to program to the Meta Quest 3, but I already handed several setting where the device would be an actual asset and it sets the setting to much more intensity when we alter that perception, and I for one think that the visor with a streaming solution like Amazon Luna or the TGP (Tencent Gaming Platform) Box. I reckon whomever get in first will get the larger following and I recon that It also pays (for me at least) to let this evolve with the console setting I saw over the last three years. I reckon that there are 50 million consumers just for starters who will embrace this and that would be merely phase one. In the later phase I have no idea where it will end but 100-150 million consoles in not out of the realm of possibilities and after that I get hesitant. I would love to be the one guy who get this to 200 million plus, but I am hesitant to get overly ‘confident’ I am certain it will work, but to see the one solution that Google and Amazon can’t see makes my confidence shaky to say the least. At least I got to imagine another Gaming IP even if it is based on other settings, but that is merely cosmetic in some form. Whoever designs the new IP will have a strong sense of achievement and here I reckon that Ubisoft has the inner track and after they just sacked dozens of people all over the world, they might be thinking on what to do next. Well, they need to not look further at present.

So have a great day and as I am melting like the wicked with of the witch of the west in this heat, I will take the slow lazy setting to avoid heat getting to me.

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January 23, 2026 · 10:21

Counterpart of the equation

I saw something this morning that made me giggle. The Sydney Morning Herald (at https://www.smh.com.au/business/banking-and-finance/trump-sues-america-s-biggest-bank-and-its-billionaire-ceo-20260123-p5nwep.html) gives us ‘‘Blacklist’: Trump sues America’s biggest bank and its billionaire CEO’ where we see “President Donald Trump sued JPMorgan Chase & Co. and its billionaire chief executive officer, Jamie Dimon, for at least $US5 billion ($7.3 billion) over allegations that the lender stopped offering him and his businesses banking services for political reasons.” Like a toddler crying that mommy isn’t giving him a popsicle. I personally believe that there is another reason, but that is not how President Trump flies. No, his ego isn’t ready for that yet. Although should the EU collectively dump the US treasury bonds they have he will cry different tune. I was aware of the danger for over 12 years, but David Kelly at JP Morgan gave us (around January 9th) that the USA is going slowly broke and the tantrums that President Trump has been handing out all over the place doesn’t help. Tourism down, Commerce down, services basically gone and that list goes on. So as I see it, what was ‘defined’ as “going broke slowly” might not be so slow anymore. And now we suddenly see that “the lender stopped offering him and his businesses banking services”, I have my doubts. You see, when a customer comes in one bank and that bank states you aren’t welcome anymore that person should state “I’ll take my business across the street”, the fact that President Trump isn’t doing that shows a much larger play that he is preparing for. You see, when the American economy implodes he needs to have all his fish on land. First there was the BBC, then The New York Times and Penguin Random House and that list goes on, as such there is more than a ‘theme’ going on President Trump sees what is coming and he wants to sleep in utter luxury but as I see it, whatever he has in America would become cannon fodder overnight. And for me it is optionally great. When certain players see what Microsoft, Amazon, Google and a few others left lying on the floor. The optional come in (I personally hope Tencent will be among them) as such (as I personally see it) the station of utter BS given to us all by the American administration where I particularly like the quote given to us by Scott Bessent “the U.S. is unconcerned by Treasury sell-off over Greenland and calls Denmark ‘irrelevant’” and the was for $100 million, but the EU has over $2.8 Trillion and that will require a very different response, but as I see it, no one is ‘handling’ President Trump, to the chance of Europe dumping whatever bonds they have is becoming considerable. Then there is the offshoot that Japan will dump the $1.2 trillion bonds they have and vice versa. Should Japan dump whatever bonds they have as the setting for Japan is seemingly more dire than they ever faced, Europe is sure to follow. So as I see it, the American Administration is roughly in a tough spot. As I see it, President Trump pushed for the visibility that JP Morgan Chase is gaining partially due to the underlying setting of David Kelly. What a tangled web we weave ourselves, innit?

So the first question I have for myself is “Could I be wrong?” The answer is yes, definitely. But ask yourself, why does President Trump go for the suing procedure when he could have taken his business across the street of Wall Street towards Goldman Sachs, Bank of America, Morgan Stanley, Citigroup, Barclays, UBS, Deutsche Bank, Evercore, Lazard, Jefferies Group, Wells Fargo, BNP Paribas. With that many banks with service in the offering, why take the ‘suing’ route? Political ‘discord’ has existed in financial institutions for decades. As such my path makes a lot of sense (is it enough?). And as it was JP Morgan who alerted us to the ‘broke’ setting the path of suing makes also sense. It comes across as “I warned you not to illuminate our desperate standing” even though I already saw this setting come to the United States in 2013 and the path of Venezuela and Greenland merely sugarcoated the desperate setting the United States is under. For that matter, when this is brought to light be decent journalists the rest of the financial media is pretty much done for. I saw as a non-economist what these overpaid people did not? It will be less then a month when others start screaming the names of the involved stake holders. As such it will be quite the parade and the United States? I reckon that as their infrastructure will implode, it will face a full scale civil war like the Netherlands faced it in the hundred year war (it was part about poverty, hunger and the plague, it went from 1337 until 1453) it wasn’t a complete staged war, but several battles in a short term and it was the daily setting for close to 5 generations. That is what the United States is looking towards and with the weapons we have now, it will be a lot shorter, but the deaths will be on an increasing scale. And as I see it, President Trump sees what is coming, and with the friends he has, he needs to be certain he gets the amount of money so that he can outlast three generations and there is not much place for him outside of America, so he needs to be certain that he gets what he believes he is worth, the best he could hope for in Russia (pretty much his one ally) is a two bedroom flat somewhere in the MKAD (Moscow Ring Road) is pretty much all he can get and as such he needs another option. Perhaps he will go the way of Escape from New York, where the entire island of Manhattan becomes his personal prison, population 3. It isn’t realistic, but any person can dream can’t they?

So whatever the real reason that gave JP Morgan and Jamie Dimon got them their ‘blacklisting’, I have questions and I have doubts. Suing is just so over the top. What would happen if I sue Telstra in Australia as they didn’t want me as a business customer? No matter how valid their reasons were, Australia has Optus, Vodafone, NBN, Aussie Broadband, Superloop, Dodo, Exetel, Swoop, AGL, Origin and that list goes on for a while. The entire America settings feels wrong. And that is merely my view on the matter.

Have a great day today, it’s Friday (yay).

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