Tag Archives: google

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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January 20, 2026 · 11:11

The wrongly seen direction

That is at times a question and at times a statement. Now consider your PlayStation (or Nintendo) and I think that Nintendo has a small advantage here. So consider a business setting (for the exercise) There is a given that “Project statistics involve analyzing data related to project performance (like budget, timeline, scope) and project management success rates, with common metrics including cost performance, progress, and stakeholder satisfaction, while tools like R help in complex analysis for academic or business research. Key figures show many successful projects usually have strong sponsors.” So consider this towards the upcoming PS6, isn’t it time to give the users that ability to see where they spend their times on? Like Nintendo with a calendar and a setting where you can see app use per user (so you can have a guest account for others if needed) and a setting where you see usage of apps like YouTube, Netflix and others, whilst also seeing games and now it gives a timeline optionally per game or per gaming house, per gaming style. I am certain that some are already doing it for themself but as I see it, it has never been offered to the users. Consider that ‘your’ online shop like Nintendo or Sony Store could crush those numbers and say ‘Hey, you spend a lot of time in this style of game and these games are now in the budget range’ this is not always a welcome setting but for a lot who have to mind their pennies, the setting of a similar game like the one you love to play is a welcome sight to your wallet. The other setting is that you could export your statistics on a game, or on anything to your memory stick and then spread it to your online presence. It is a small setting that I have no seen on the PS3, PS4, PS4pro or PS5. I think that this is an almost mandatory next step, especially as the gamers in the world will have a better understanding if the optional benefits of Business Intelligence when applied to whatever matters to them the most.

The benefits are that most data is already captured for the gamers, optionally per game, so there is not much reengineering required. The calendar is a welcome addition and game makers can add (as per request of the gamer) the upcoming release dates for games they are announcing and that will be in the interest of most gamers. Now consider that the use of Achievements and other setting can now be set outside of the games they are chasing and for that there are many consideration to be made. For Sony this would also give a new handle of appealing to players on a global setting. Because let’s face it, they are driven to success and to see where that success is captured is as essential for Sony (Nintendo too) as it is for the gamers. You can ‘hide’ behind the hours played on for example, Hogwarts Legacy and it goes beyond the 150,000 hours played in weeks x, The idea that we have 15,000 gamers who spend 1-2 hours on it (still an important metric) but it is the rest of the 120,000 hours played by 600 gamers in week x, that is where the real treasure lies and offering that to the gamers has benefits beyond measure. Optionally it could be linked to cosmetic rewards like a ‘house’ outfit that Avalanche could spread like the one Colin Farrell had in Fantastic beasts. Optionally with the house colour replacing the white.

And for the lady players there is a nice dress that Queenie Goldstein had, it is merely an idea, but you get the picture. 

There is a boatload of ideas coming from that area and I reckon that most game studios already have that in mind. Epic Games in their Fortnite has spewed close to hundreds of ideas in the time they have been active and gamers love unique rewards. I reckon Epic Games have a truckload of examples there, so why not use that setting to promote the PS6 and Sony’s drive to success. With Microsoft out of the running (as I see it) Sony needs to up the ante to keep up with Nintendo, because that is becoming the issue that is next. Because as I see it, gaming is warfare and Nintendo is showing to be just as equal as the one and only Sony and there is the thought that they are already lacking in that respect. We always saw the fight between Microsoft and Sony as the one that mattered and Nintendo won that a few years ago and the Switch 2 is merely adding to the distance it is gaining, as such it is time for Sony to move towards a better position in that race, because running by yourself without a real opponent is nothing to smile at, it merely makes you go contempt in your race whilst others are passing you by. As such we need to consider that Nintendo Switch sales with exceeding 154 million units globally, making it one of the best-selling consoles ever. Surpassing anything Sony has had in the mix and as I see it, Microsoft being a distant fourth in that equation. But for Sony there is a need to being better and they can do it, as such I see the metrics to be added to the fold will give the gamer a much better understanding on where he spends his (or her) time and the goes a long way towards promoting their shop and their titles. 

Have a great day today and never stop gaming.

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January 8, 2026 · 20:37

Our lull moments

That happens, we all crave it, the option of bliss, inactivity, moments of calmness and we find it in different ways. I for one have this with a video game. Not some edge of seat Epic setting, but the Horizon setting, Skyrim, Oblivion, fall out, the list goes on. And yesterday I saw a list of two dozen games coming to the PS5 and some woke me up. There was off course Wolverine by Insomniac. I will be waiting for that one, but at that point one game turned up that I never expected The game STYX has as far as I know been a Xbox game and it is a excellent game, Stealth of the better variety. And you better rely on stealth as you are a 4’ goblin with his trusty knife. What drove me to this game that any level had several solution to solving it and you got points for completing other ways. It was a lovely time. Now its coming to Sony Playstation and we can rejoice. More important there are a few other settings we could consider. One of them is RYSE, son of Rome. The good parts is that the graphics were really good and the storyline was amazing. The two downsides were in the first was that all combat is massively repetitive. And the second one was that you had too defeat several bosses twice, after the first time he completely reset his health bar. I don’t like this, but that might just be me. So as I see it, when you redo the battle setting of Marius Titus you might have an amazing Playstation winner. So when we consider the funny part, who thought that Frankfurt had more to offer than Frankfurters? Crytek GmbH might be the next great thing coming from Germany, go that is an exaggeration, but the truth is that RYSE might have dies too soon and too small a death, so whilst some might object as it was released 12 years ago, I say ‘be still’ good games overcome systems and generations (example Mass Effect and Oblivion) and those are merely two who made the system generation jump. I think that Ryse could do the same (if the two weaknesses are dealt with) As far as I see it, everyone is looking at what might be (I do that too at times) but at times I look behind me what we left and there is plenty to be had in that direction too. I gave some of this ‘life’ in an IP solution I offered to Saudi Arabia and I still believe it can work, not merely for the games, but for the two sides of that equation that could propels Saudi Arabia’s gaming and other settings a lot further. Don’t be miffed Amazon got the same option, but they decided to ignore this whilst they are banking on AI (good luck with that).

So whilst we were given ‘Amazon Pulls AI-Powered Fallout Recap After Getting Key Story Details Wrong’ which comes with “According to The Hollywood Reporter, “Amazon is betting AI can identify key plot points for a series to be synchronized with a voiceover narration and dialogue snippets.”” Apart from the settings that are incorrect and incomplete. Amazon needs to realise that this is all programmed and the programmer might not see what needs validating and verification. They might not know, but the fans will pick up on this instantly. And Engadget gives us ‘Amazon’s AI-generated recap tool didn’t watch Fallout very closely’ this relates to games, because when these people get the AI part ‘working’ they will go over games in that same way and that is where the blunders start adding up to the folly of people who blindly believe in AI. Because I mentioned once that 2026 will be the setting of AI court cases and I was proven (yet) again correct as we are given ‘CanLII and Caseway AI reportedly moving towards settlement in copyright dispute’ as well as TechCrunch given us 8 hours ago ‘Google and Character.AI negotiate first major settlements in teen chatbot death cases’ merely two cases in the second week on January. So, how many more will follow? Only seven hours ago we were given ‘Musk lawsuit over OpenAI for-profit conversion can head to trial, US judge says’ and all this relates to games, because last November we were given ‘Ubisoft Reveals Teammates – An AI Experiment to Change the Game’ and I reckon it will merely take one slip up to thwart the statistics of a player and he will be crying in the lap of some ambulance chaser. A setting I saw coming a mile away which a few people have experienced if they are stealth players. 

As such my lull moment gets blown away with some AI character, team mate or not. But that might merely be me, but what Ido remember was call on this setting months ago and now we see two being settled, whilst OpenAI is now entering the dock for what might cost them a pretty penny. Did those shareholders consider that this might become the destination of their investment?

Have a great day.

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January 3, 2026 · 11:42

The wannabe influencer?

That is my question at present. In comes a person with the ludicrous title of “Al & loT Expert”. You see, what makes it hilarious was the post I saw ‘fly’ by. He starts off with “OpenAl’s first hardware is… a pen?? (If they don’t call it O-Pen Al they have officially lost the Al race).” So that is what makes him an expert? I am no expert on any of that but I am highly knowledgable on matters including IoT. In some cases and in some places I am known as a guru. I have my niche settings. But what gets to me is that (although I am no OpenAI fan) OpenAI has ‘Yes’ lost the current battle against Google and its Gemini 3, which the media kept from you for weeks. Although I personally never used it, but people who did and are ‘regarded’ as captains of industry think so. So, as I see it, OpenAI lost a battle, but that doesn’t mean the war is over. You see, the war on AI (when it finally comes here) is in no means settled at present. And those who understand that battle know this and mostly unmentioned is the play that is left with IBM because they currently have the inside track, not Oracle, not Snowflake and definitely not Google, Microsoft or Amazon. You see, AI is more then what is out there today. It will rely on larger technological settings. They all have quantum systems, but who is the most advanced in Shallow Circuits? IBM was setting that stage in advanced settings in 2017 all whilst OpenAI hardly barely at that point. IBM was on the ball and the actual winner of what now is referred to as True AI, which is ACTUAL AI will need two additional settings the first is Shallow Circuits, a setting where only IBM is a straight forward contender. With that I say I have no idea where Google stands. And in that the next thing is that a trinary operating system will be required and as far as I know there is no current winner at present. I reckon that both Google and IBM have dabbled in this, but I do not know where they stand and when this comes to pass the winner will work with Oracle to make the connections in a much needed combined effort, because they all agree that Oracle is the one player that can make it work. Snowflake as well, but I have no idea where they stand in all this. What we currently have are DML/LLM solutions that are at times clever and functioning, but in too limited a setting. I call this Near Intelligent Parsing (or NIP), but it is not AI, even thought they all have the marketing calling it so. 

What we have now is a mere shadow of what Alan Turing envisioned half a century ago and leave it to sales teams to wriggle the straw until it bleed revenue, but as the class cases will explode in this year, they are left to ‘apologetically assume the position of miscommunication’, at least that is how I see it. So was this person a wannabe influencer and taking the LinkedIn cloud by humor? 

So this might optionally have been the pen that OpenAI is flaunting, but as I see it, this is their step into audio, which they advertised and having a pen recorder is a pretty contraption (aka gizmo, doohickey, or thingamajig) that propels the setting of OpenAI forward. And I reckon that within a month all wannabe AI experts want one. Audio is the next stage that require harnessing, so OpenAI is not out of the race, they merely got bruised in a race where they had the upper hand for three years. 

Perhaps they get the upper hand in other direction making them overall winner, but that is a mere consideration of option, especially when we realise the inside track that IBM has and where is that in his assessment? So I am not proclaiming the identity of that person, it lacks class and makes him a target. He made himself a target and I do not need to add to his current confusion. 

What is a stage is that there is a chance that OpenAI is moving to capture the stage of Audio enhanced NIP (Near Intelligent Parsing) making them first again and Google will need to play catchup, optionally Oracle (Snowflake too) will now have to adjust their tracks to get audio embedded in their database settings and whilst we do not know where IBM goes, we do know they have the inside track, they might rely on Oracle/Snowflake solving that problem for them and as I am a Snowflake person, I still believe that Oracle is likely to win this war for the mere knowledge that they have been on these tracks long before Snowflake got involved, so they have years and traction in their stride. This is not a certainty, but a presumed advantage. 

That is as good as I can give it to you and I have written other stories on the need for a Trinary operating system. I last did that in ‘Is it a public service’ which I wrote last November (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) so this isn’t coming out of the left field, it was there for almost two months. Oh and to be certain that you do not mistake me for that wannabe influencer. I am in no way an ‘expert’ on AI, I merely have been dabbling in IT and data since 1981. So I have the mileage here, have a great day today.

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