Tag Archives: google

Wolves or Chihuahuas?

I am acting on a feeling, this happens. But the difference is that I have no economic sense (not really), It comes to a ground setting that I can get rich because I spend ;less than I earn, but not fast enough to use tax benefits as leverage to make a larger offset. I don’t know the laws on this and it doesn’t worry me. But I know data, I’ve seen it rustle for the better part of half a century and I noticed today that things are off. I have written about Oracle before, the last time just a day ago. But something seems to have changed. I wrote about vulture investors, but there that is 2-3 years away. And now I see that Oracle is at the centre of way too much press and it is diverse. It is like seeing the set up of a play that some are making and they need to press to do some of the waves and groundwork. That is what I feel, but am I right? The last one (that I think I saw) was ‘Alphabet vs. Oracle: Which Is the Better AI Stock to Own for the Next 5 Years?’ (Yahoo Finance), the article is seemingly nice, but there is an undertone in all this. First of all, why even make the comparison? They have overlapping settings in different directions and I get that you have to make a choice, but that tends to be a personal one. I am such a coward that I would try to go 50-50 on them, they are both sound good and they make an excellent setting for my portfolio. Then we also get ‘Oracle Heavily Shorted, Stock Halved—Contrarian Opportunity?’ And ‘Oracle’s $10,000 Lesson: A 38% Plunge in 12 Months Despite Record AI Backlog’ followed by ‘Oracle Stock Falls 3.8% as $40 Billion Funding Plan Tests AI Backlog’ and ‘Project Jupiter: Gas Pipeline Delay Threatens Oracle’s $165 Billion New Mexico AI Data Center’ (less than an hour ago) as I see it, it started with ‘Oracle junk bond fears, debt surge sound alarms for investors’ 23 hours ago. There are always setting that happen at the same time, but to see 6 pages of headlines in the last 24 hours and diverse, it is not that they all talk about 1 thing. It comes across that the attacks on Oracle are beginning and everyone wants to take a bite out of that data behemoth. That is what it feels like to me, someone is gunning for Oracle and I have no idea who, but someone knows. 

The problem for me is that it sounds like the wolves are coming and they might merely be chihuahuas making noises. The setting is that I am not economically savvy enough to make the distinction (I am no Mark Carney after all), but the data that I see gives me the feeling that they are wolves setting up for a yummy clambake and they are setting the table. This is the groundwork I expected to see starting around December 2027, not in the last 24 hours. I get that someone will make the point that the world never sleeps and that business is always on the menu, I get that, but to start carving into a behemoth like this, before that ‘carcass’ is well and ready means that some are showing their hands and whilst this might be a prelude to an actual attack, which means that someone is seeing the soft spot at Oracle, but is that really the case? I lack the economic savvy that I need for this. I can see the data, but that still leaves for a lot of time, these steps give me that Oracle is out of time, or at least that is the premise I notice and that is the problem. Are these chihuahuas that want to make nose to get noticed or are the wolves famished and they need (read: desire) a proper non vegetarian meal? I it just the distance that I fail to see, or is it the noise I hear and I cannot tell the difference? That is the lack of economy in me and I get that, but the data, the data is out there and I surely hope that they are merely chihuahuas, Oracle can stomp on them and shoo them towards a long walk on a short pier, but in the other case, is are we watching the prelude to boardroom tables setting up a circle setting to fight off the wolves? My data insight tells me it is too soon for that, but it requires economic savvy to tell that difference. The data is not there and whilst Oracle has a lot more data insight then I do (never be afraid to honor the biggest dog in the game), I feel that there is rustling in the shrubberies and it is time to differentiate between chihuahuas and wolves. It is not a simple difference because you top on one and shooting of the others (the rest will take a step back). One is a simple miscommunication the other  requires a license, even if it is self defence, so as I see it Oracle better get ready for whatever they plan.

The question is, what do you do when the wolves come calling early? Have a great Sunday, not in Toronto and Vancouver though, for them it is still Caturday and they are hugging their tigers (as men do).

Leave a comment

Filed under Finance, IT, Media, Science

Today’s village idiot

There is a setting I have kept my eyes on, because I have had more than one issue and it is time to be the not so nice person. So whilst we see LinkedIn giving us:

The ‘small’ fact that two people checked me out. The reality is that the profile viewers, the ones we are given 

Give us that a minimum of three were there in the last day, I know for a fact that at least two additional people locked at me in the two days preceding that and I know for a fact that at least 2 more watched me, but I have no idea who they were. That gives us the following setting (because LinkedIn is part of Microsoft) It implies (using pig calculus) that LinkedIn is only 22.2%-28.5% precise and the setting is that they are even not that accurate. So are you willing to give your data and hard earned IP to a setting where they are at best 28.5% accurate? How will that go for you, your company data and a lot more. And the art of tally has been around for over 5000 years, some people might have explained that to their village idiot in 1095 (when the poor got ‘drafted’ by the local ‘faithful’ for the Crusades). And these idiots are optionally better tallyman than LinkedIn/Microsoft? Go cry me a river, please.

So whilst we are given (from diverse sources) “Inflated Applicant Numbers: The “X applicants” number shown on job listings tracks how many people clicked the Apply button, not how many actually finished or submitted an application.” As well as “Algorithmic Hype: The feed often rewards “flex culture” and exaggerated success stories, making normal career struggles feel abnormal or invisible.” (Source: Google) 

I am speculating that there is method to their insanity. The United States is eager to get financial data of any kind and this is where LinkedIn (optionally Microsoft too) is getting their ‘more value’ You see, there is the setting for premium and you do get a month for free, but the issue us that they do not give it out simply because it is free, they will optionally collect bank information and that gets matched to all kinds of data, completing a whole range of global data, this is what they are after and speculatively getting the numbers game drawn back, is their option to get more data and in that setting, I foresee that this is the goal they are after, because they don’t care about me, or you or anyone else. Their setting is all that data and to get that matched to financial records is what I speculatively expect to happen, which is turned to Microsoft gold (as the expression goes) and as there are a few less credible settings in all this, Microsoft (read: LinkedIn) is going for all the gold they can muster, because as these data centres are tuning up, the one with the best validated data source will become king and bank data is massively verified and validated. 

Anyone willing to give this setting a disagree status. Feel free, but be sure you see what you are missing out on and the examples I gave was merely me, so whilst Google is giving us “LinkedIn has over 175 million to 180 million Premium subscribers globally out of a total network exceeding 1 billion registered members” as such 1 in 10 is premium and as such these bank records (most of them) are the one tuning match in reverse other settings. And in all that there are likely a few PayPal and several Google Credit settings, but there will be a massive amount of bank details there and that is what Microsoft is after, because that gives them the validation and the value of other databases (this is speculative, but that is what I would do. A bank reference will be seen as printed money for LinkedIn/Microsoft. Is there anyone out there who fails to see that picture? We are now data and data needs to be linked using verified (and validated) options. 

So have a nice day and should someone come in stating that these numbers are so complex, remember the story of the village idiot and the fact that the tally has been around long before there were computers. And whilst we can review the setting that Satya Nadella gives us and in his 

view artificial intelligence not as a static tool or a singular model, but as a foundational ecosystem that transforms firms into active learning system. They have owned LinkedIn since 2016, as such there is not much learning going on if they fail the tally test that a village idiot could do, because most of them could tally to 10. And in that setting they got (at best) 28.5% correct. So how about them facts? 

This is what I see, and what I speculatively think is their goal. (I could be wrong in that part) but the other parts? I added the pics to give voice to my setting. How about yours?

Have a great day

Leave a comment

Filed under Finance, IT, Law, Media, Science

What to believe?

That is at times the question, because the media is not the most credible one in this world at present. Yet one story made me pause, stop me in my strides at I saw ‘Oracle (NYSE:ORCL) Stock Is Falling Again: Is Its Huge AI Spending Bill Finally Catching Up With It?’ (At https://stocksdownunder.com/oracle-stock-falling-ai-spending-bill/) The story by Ujjwal Maheshwari is certainly plausible, but is it therefor a true setting? I had my question marks in this. You see, he writes a cool yarn (as expressions go) but I have my doubt for my own reasons. I have a few internal speculative settings and mostly they are there as a protective cocoon for Oracle, it is my seeing towards the innovative stages that is set to Larry Ellison, the head honcho behind all these innovations (although most of that work was done by Oracle engineers) so as I see the key points things start to unravel in my brain. Lets go over them.

Oracle stock fell about 4% to around US$144.82 as a recent rebound faded. OK, I have no issues with that, especially as my economic insights tend to be measured per thimble. 

The worry is Oracle’s enormous spending on AI data centres, which has led to negative cash flow and a credit downgrade. Which is one I agree with, but there is an annotation attached to this. Because as I see it, all AI is fake AI, but data is almost forever and the needs to be stored somewhere as I see it, when all this comes into the realm of real AI (sometimes called True AI) it needs data and as I see it Oracle is the one true power to hold all that and even as it needs rewrites, the ones using Oracle will emerge victorious, all whilst others are set to Azure, AWS or whatever Google has, is set to a bind and there is the null moment. Oracle will adjust and attain a new standard of this data, the others are likely to fail (optionally Google might address them too) all others are bound for a shallow grave and whilst I have faith that the IBM hardware will rise to the occasion, I have no idea how their software setting is going to be, I honestly don’t know that part. So as I see it all, Oracle data centres are likely to float above the other muck and that is where the victorious remain. 

So when we get to Oracle plans to spend up to US$95 billion next year building AI infrastructure. Is a price tag I am unsure what to make of, that being said as this AI race comes to a heading those with the proper investments are the only one staying afloat and in that what is to be believed to be  at least US$2.1 trillion in global AI investment commitments are projected through 2027, driven heavily by major tech hyperscalers spending massive capital on data centers. Oracle is likely with its part the only one almost certain to stay afloat and a 95 billion next year against a pool of 2,100 billion is a sturdy island in a sea of turmoil and whilst you see one image, I see a data setting that can adjust and adhere to trinary data centres and that is where Oracle remains alone because that setting was rejected by some and when that happens they will falter because they could not adjust to that setting blowing up the data sizes to almost 500% of what will be a trinary data pool, so it can do it at least 5 times faster on data more ergonomically terrific. That is what I presume will happen, so as I like the writings of Ujjwal Maheshwari, I don’t think he is aware on what is coming that way in less than a decade and that will be the benefit of Oracle and whilst they will get the larger deals others will falter. So what happens when that US$2.1trillion is written off as redundant investments? 

Despite the concerns, most analysts remain bullish, with price targets far above the current level. Is one I am keeping my fingers off. It is like watching an analyst relying on the numbers of a phone book because that is what he believes, all whilst the rest has pushed towards the data sets of tomorrow and there is no real way to see this. Because the phone book is what our parents relied on and it works, but the new directory is not on paper and it is based upon a different scale, with a new price target one that is not seen now and not even speculated on now. As I see it, there analysts are not reset to tomorrow data sets and that is where I need to see what happens. But there is in all likelihood the mother of all reset and I have no idea how these analysts will adjust their settings. We will have to see. 

So whilst I accept the setting we are given “Here is what is happening right now. Today’s drop is less about fresh bad news and more about a recent rebound running out of steam. Oracle’s shares had bounced in recent sessions, and today traders are pulling back again, a common pattern when a stock has fallen out of favour.” But the constant is not the favour that falls, out is the certainty of Oracle as a solution, I know that this doesn’t make much sense, but that I how I see it.  Yes, stocks and options fall in and out of favour, but that doesn’t matter to me, because the technical solution is sound and firm and that doesn’t care about favors. It is like asking market researchers validating actual data of population and that is not done. Data is what it is and adjusting that to data now and data tomorrow matters, not what a market researchers expect it to go to. Confused? I guess that this is what is happening and Oracle is seen as the taste that is out of fashion, but that is the trap, the data is optionally the real deal whether it is now, or if it is new adjusted data and Oracle has always been a master in what it is to what it needs to be and I have no idea if others can adjust to that, I really don’t know. But in that instance I have faith that Oracle will come through. As I see it, Azure and AWS have always been in the mindset of “This is how it needs to be” whilst Oracle “This what data needs to become” optionally Google too (I honestly do not know how flexible they are). One can adjust and others optionally cannot. This is how I see it and that is why I feel that Oracle is the one true dataflexer (a funny reference to what once was). So make of this what you will and of course you could massively disagree, your right but if it is your investment, you lose. That is the big numbers game and investor have given their voice to US$2.1 trillion and at a dollar per voice the adjustment shock will kill plenty of people in that race. 

So it doesn’t matter that I consider all AI to be fake AI, it is still about the attached data and when that is real and stable, things will adjust for the better. And as I see it, you better have a proper adjustable data set. Have a great day today.

Leave a comment

Filed under Finance, IT, Media, Science

Valid questions

After the surge I felt when I was ‘valued’ at $150,000,000 I got all happy and dreamy on the subject (that would be me) and delusional thoughts of Sergey Brin offering me $50,000,000 but he needed one small favour of me. You guessed it, he wanted Gemini to get exclusive access to my articles and he had set the premise of moving me to Google Blogger to get that done (not the worst idea) but it was not merely delusions. My brain in the background was working out other things and the dopamine that the scenario was giving me seemed to push that carrot along (there were more dreamy thoughts and the carrot in that setting makes sense). So, as I was considering an additional life in Toronto, with a long weekend trip to Quebec and the Galeries de la Capitale, my mind went on a surge. Things in the aftermath of it all doesn’t make much sense but at that moment It did. I stopped at M. Souvlaki for a pita Gyro and it all started to make sense to me when I saw the visitors card (online at the website of Galeries de la Capitale). Where we learn that “Out-of-town and international visitors are entitled to our visitor’s card which provides access to exclusive discounts at select retailers. *Visitor’s address must be 40km from Quebec City. An ID with proof of residence is required validation to obtain the visitor’s card. Some restrictions may apply.” You see, I have never ever been to Quebec, but consider the setting international (and Toronto Eaton Centre), this visitor pass could be the ticket to drive commerce in specific places and tourists are the ones who really like discount offers. Sydney (Westfield), London (Covent Garden), Netherlands (Bijenkorf) and many other places could adopt that idea of a visitors pass. It is marketing that earns itself back almost instantly. 

You see, I have no idea how I knew about the visitors pass, but there must have been a notice I saw out of the corner of my eyes. It is the only thing that makes sense. So, 8 hours ago the Economist gave us ‘What will Kevin Warsh do if America’s economy breaks?’ Because as I have seen this for a few months, it is about to break and as I see it, the Chair of the Federal Reserve of the United States will openly have to defend the stupidity of this American administration and I think he won’t be able to, as such he will be dealt the ace of spades quite quickly and it will not include a serenade by Motorhead. So, as I see it, I saw opportunity in my view, but it quickly translates to a generic economic opportunity. I reckon that malls in Saudi Arabia and the UAE are contemplating similar settings. I don’t think that places like Harrods (London) and the Dubai Mall need them, but there are all kinds of malls all around these two places that might consider getting these few steps of visibility.

And as the Telegraph (UK) gives us ‘US and Japan take action to prop up yen’ I wonder why the United States wants to do this. Is it merely to score brownie points, or are they worried that the Yen and the US dollar can now no longer counter any serious act to own the dollar? The connected news from 24/7 Wall Street is ‘The $1.2 Trillion Reason Scott Bessent Just Bought Japanese Yen’ I get the connection, but not the reason. You see president Trump is all about MAGA and America First, which is a scuttled wreck to say the least and I will be the first to look at alternative reasons, but being a non-economist I have no real chance of finding it, but anyone who wants to really know that, I would advice them to call Prime Minister Mark Carney (at +1 613-992-4793), because he would likely know. 

So whilst we are given ‘As Trump cites progress on deal to end war, Iran and Israel remain on alert’ (source: Washington Post) we are also given ‘Iran war live: Tehran says Hormuz negotiations with Oman in ‘final stages’’ (source: Al Jazeera) which leads me to the conviction that there is no deal to end the war coming and Tehran is setting the stage of more disruptions. As such the only act that makes sense is that the Kingdom of Saudi Arabia (with optional help of the United States) put the pressure on the Houthi terrorists and make sure that the Bab-al-Mandab Strait remains open for business, because that will also impact Egypt and the Suez Canal. The complication is seen in Iraq as we are given ‘Yemen’s Houthis are attacking Saudi Arabia from Iraq, sources say’ (source: Reuter) and as I have given voice to better strategy from March 1st onwards (even creating new weapon systems to do so) I am left with a dangerous question. Is president Trump fueling destabilisation on the Arabian peninsula? That setting is getting more and more traction on a global level. As I have predicted (several times) the economy of the United States is done for, so the only option left is to minimize their losses and make sure others have a lot more to worry about. Is it a valid question to ask whether the United States is working from the premise “It is not enough that I succeed, all others must fail” a setting we have attributed to Genghis Khan (ca 1200) and Larry Ellison (1988) who was the head honcho at Oracle. So does my setting make sense? You only have to see the clusterfuck the Iranian war seemingly is and the effects of of spending 39 billion on trying to achieve on what I could have done with merely 1 billion and of course the ‘expedited’ dismantling of 10 refineries, closing harbours and stopping their railways. A simple setting I gave months ago and been now we see some kind of scenario, all whilst Iran is doubling down on gaining the ‘trust’ of Oman?

How weird is all that, so I fear for those who are in some kind of ‘entrusted’ setting with the American administration, because that will bite the trusted allies really quick and quite soon. As we see the BBC give us a few days ago ‘US economic growth sees surprise slowdown in second quarter’ makes me wonder as this was clearly in the cards, Is the BBC catering to another premise and need? Is that a valid question?

I leave it to you to see the numbers, the effects and the questions voiced, whilst the valid questions are not answered, not anywhere as far as I can tell (or at least not in sources that are supposed to be valid) but it might merely be me, which could be all kinds of valid, but I have been asking similar questions for months, so  don’t think its me and I handed my IP to sources that seemingly needed them, so I feel verified and sanctified (a weird setting) because it as not done out of greed, but out of the facts I see and Iran had to be stopped. And if I can clearly see that, why can’t the Pentagon see that? Unless they are facing a different war at present. I will leve that up to my readers to consider that setting.

Have a great day today.

Leave a comment

Filed under Finance, Law, Media, Military, Politics, Tourism

The gaming concerns

We all giggle at the ‘forecast’ of some gaming bosses. I am the same, so when I saw (at https://www.bbc.com/news/articles/c9803j74091o) ‘Amazon gaming boss predicts future where players no longer need consoles’ we can anticipate “Yes, but that is not now, it will be in the not so near future” and the setting of “Amazon’s head of gaming Jeff Gattis has told the BBC he believes the rising cost of tech means people will turn to streaming games online rather than buying new consoles. He said the tech has developed a lot in recent years, making it more viable than it used to be – but accepted some people will still buy their own hardware.” The truth of the matter that streaming is the future, but the setting towards a thick client (to a console) will make the most sense close to a decade. 

You see, some might remember the Microsoft failure Crackdown 3 where we see “Crackdown 3 uses a cloud-based compute system for its multiplayer mode (Wrecking Zone) to offload physics and environment destruction calculations to Microsoft Azure servers, multiplying local hardware power by up to twenty times. It is also fully playable via video streaming through Xbox Cloud Gaming with supported subscriptions.” But the results were “However, this data-streaming system frequently triggers micro-stutters, texture pop-in, and occasional fast-travel freezes on PC and base consoles.” And be clear, I am not having a go at Microsoft here. I actually applaud that they took this leap in 2019. It could have been better to some extent, but it was clear that the hardware was nowhere near ready even for strong servers using distributed technology. And we haven’t gotten much better at it in gaming at this time. Yes, distributed streaming is the wave of the future and I whole support this, but we are not ready, none of the gaming systems are at present to exclude a console. So when we see “While cloud gaming has long been billed as the future of video games, previous efforts have failed to gain widespread adoption – leading to the high-profile closure of Google Stadia in 2023.” I saw a future which could have gotten Google $6 billion in annual revenue, but they had closed the Stadia a week earlier. As such I offered that solution to Amazon (Andy Jessy) but he never got back to me, as I see it, his loss. Now I am still awaiting Tencent with their solution to nibble on that setting and there is no doubt that my prediction of $6 billion is real and I wrote about it in my blog (go look for it) I am not the person to hand out solutions to any wannabe that asks. And it was a real setting with gaming options to over 50 million gamers in the first phase. I predicted (as clumsily as I could what would happen after) but I have nothing real to offer after that revenue hits $12 billion – $15 billion annual. And I based it on a three pronged solution, because as I see it, a console is there for more than one reason and it would be a shame merely to offer one side. Google made the most sense as they had developed two of the solutions, but these could be remade and I wholly believe in streaming technology.

So when we see “Gattis argued there was still a huge untapped audience beyond traditional console owners which Amazon was trying to reach. “There are somewhere between two-and-a-half and three billion people who play games around the world, but only a fraction of those own dedicated gaming hardware,” Gattis said.” I find these numbers a little debatable, because as I see it, those relying on their mobile are not really gamers, that requires a large screen (or TV) and a decent console or home computer but that might be merely my view and in all this there is a future for distributed gaming, but it requires what is referred to as a thick client (console/home computer) because these millions of people will flood the internet when they are merely use a think client and I merely have to point out the issues Sony had a mere two days ago, to see the setting of “Thin clients require a stable internet and thin clients are network-dependent” that is the setting and before 2040, there is no non console setting to be had, even then you will be catering to metro people and the rural gamers are left behind. A setting I find completely disgusting and unsavory. Gaming is for everyone and even if (at times) we see that there is a lot to be had from these ‘metro’ gamers. It is completely unacceptable to stop catering to rural gamers. If only to consider France, Germany, Sweden, Denmark, Norway, Finland, Italy, Greece and that is merely Europe. Actually Sweden has the bet internet nationwide, but if we consider nations like Saudi Arabia, USA, Canada, Australia, and a few other places. How many rural gamers will be thrown into gaming darkness because of this? I boggles the mind I say. The BBC gives us more (read th article) and a lot makes sense in all this, but the setting of ““Gamers are willing to trade a little fidelity for convenience, but not to pay premium prices for something they don’t own which stutters when the Wi-Fi dips,” he said.” Is also something that needs addressing and it is done through the subscription model, as I see it, when you are a member, you get to won a game for all time, but it requires a thick client, so games at the end of their cycle need to be downloaded to the console, with an optional SD Card, to unclog the console. That might be a first setting that will gain the favour of gamers and the idea that they have at times a month to get a simple SDCard, is not to taxing on their wallet.

A simple card that supports the total of a Blu-ray can be gotten for a mere $33, as such storage becomes near obsolete as well. As such there are options but I see it for the far future, no matter what I believe that my solution holds, it will require a thick client, as the internet at present is a little to unsafe and insecure to count on. And that is before the upcoming rematch of net neutrality, a setting so intense and massively hedged against gamers, that a thin client is too dicey a choice to make at present.

Well, that is it for now. So tune in later today for a story that will make pyromaniacs water their mouths. Have a great day all and to all have a great day gaming.

Leave a comment

Filed under Gaming, IT, Media, Science

Rerun anyone?

As I wrote an article propping questions there. I see earlier today, the BBC is giving us ‘Warning shot or publicity stunt – how worried should we be about the OpenAI hack?’ (at https://www.bbc.com/news/articles/cd9w22n9e4go) as such, I had some initial questions in my article: ‘Is it real or is it media?’ (at https://lawlordtobe.com/2026/07/24/is-it-real-or-is-it-media/) where I posted the idea ““The ChatGPT-maker said its agent – an AI system which can operate alone after human instruction – was being tested in a controlled environment but, after finding weaknesses, was able to escape the test limits.” Which is fine, but that is still programmer controlled. So as I see it “after finding weaknesses, was able to escape the test limits” it didn’t escape it merely found a weakness as its ML systems were taught to find out and went elsewhere. It reminded my of the 90s hacking setting where towards ‘password’ a clever hacker gave “1=1” invoking the ‘True’ setting. Then we get “OpenAI said the incident was “unprecedented”, and it was conducting an investigation alongside Hugging Face, whose boss Clement Delangue said in a post on X it was “mind-blowing that all of this happened autonomously”.”” And now we see “Hugging Face said the hack was different from anything it had handled before because it was done at superhuman speed by an AI with little or no human guidance.” It is the “little” addition to the sentence that is validating my setting of “that is still programmer controlled”, because as I see it, “little guidance” might merely be human ‘adjusting’. And when we see “Hugging Face researchers guessed the mysterious attackers had used one of the big AI models but they had no idea who or where the criminals were.” So, the issues is even bigger, it could have been Organized Crime setting the parameters of a sandbox, I know it sounds outlandish, but there is either a massive shortage in structure and security of DML (Deeper Machine Learning) settings (so it could either be ML or DL) but the setting that this is out there whilst there is no oversight is something that most of the media is painting over with innuendo and whether this is given by some is not in question, also irrelevant. And we see this when we get to “The Scooby-Doo-style reveal was made even more bizarre – and worrying – because OpenAI said its bot did the whole thing on its own, without permission. The firm said it all went down during a test of its tech’s hacking skills.

Two new versions of ChatGPT, designed to be master hackers, broke out of a supposedly secure test environment and gained access to the internet.” We see “broke out of a supposedly secure test environment” implies that it was not secure and the testing facility (the sandbox) is lacking security and oversight. And the statement “OpenAI said its bot did the whole thing on its own” implies that the bot was not monitored or ‘left alone in limbo’ but we all know that any computer is  never idle, it is always doing something and whilst it depends on human interactions it is fine. With autonomous systems it is a different matter and OpenAI should have known that. They are supposed whole lot better than I would ever be and I reckon that the larger issue is what did OpenAI know ad what are they hiding, because as I see it, they are hiding something. I am not sure what and it might be innocent in most cases but as I see it, hiding something is fear for some illumination. That has for themes nearly always been the case.

Then the BBC hits a note that I was playing all along a for the most I hinted to that in the previous article (listed above) but the BBC is giving us “Was it truly a stark warning about the future of AI? Or was it a publicity stunt by OpenAI to show off how powerful their models are? It’s the kind of scare marketing AI companies have been accused of for years and, since the much discussed launch of Anthropic’s Mythos model, cyber-security prowess has been a focal point. One of the top comments on OpenAI boss Sam Altman’s X post about the incident summarises this skepticism: “If y’all can’t understand that this was written to purely brag about the model then I don’t know what to tell you.”” And the ‘statement’ “If y’all can’t understand that this was written to purely brag about the model then I don’t know what to tell you” summarizes it nicely. We also get “The OpenAI and Hugging Face incident is a real-world example of a broader issue we’ve been highlighting for months,” said Dor Sarig from Pillar Security. “Sandboxes alone are not a sufficient security boundary for agentic AI.” And I tend to agree with that. Any Agentic system requires different security requirements. Whether it is Fake AI, True AI or simple ML AI. An agentic system does not work according to ‘human’ settings. I tend to go back to the original chess computers from the 80s. They will try any movement that is possible until they get the right result whilst replaying every chess match that was programmed into its memory. And the chess computer is relatively simple. Hacking into a system has all kind of places to pass. I gave the window example in my previous article. But the setting of software is that they are set to libraries that give abilities to a program. You see, a program gets linked to <stdio.h>, <stdlib.h> and <string.h>, but merely these three open up options in I/O operations, copy operations that are not part of the program, but they are in that system and it can run by all of them in mere seconds, optionally finding alternative options. Even this is not AI, a programmer had to program it in and regardless whether an agentic system does it autonomously, it only does it because it was handed that training and these instructions, and the agentic system started to combine options and learnings and it learned (using my previous examples) that it can leave a location via a window, it does not require to use a door. Which makes me remember an MSDOS program that turned the speaker into a device. So giving it the instruction:

And then wait from a distance, whist I added this to the autoexec.bat of a friend and watch him go nuts why his PC is singing the tune of Monty Python. It wasn’t me, someone programmed the setting of a speaker to become a SPKR: drive. So when an agentic program gets creative it might take routes no programmer could anticipate, not even when he/she programmed it. Because the reality of the setting is that no sandbox suffices to any agentic program. As I see it, it requires a sandbox in a sandbox and when the agentic program gets out of the inner sandbox the arms of the outer sandbox go off and as I see it, because it was unmentioned, that setting seemingly does not exist.  So whilst I understand the position given by “Cyber security Professor Alan Woodward from Surrey University told reporters OpenAI had “egg on it’s face”, and Katie Moussouris from Luta Security went further, suggesting the AI industry is failing to control its dangerous inventions.” I kinda disagree and it comes from the plain setting that AI does not yet exist. And all this is the consequence of ‘experts’ covering each other by making claims that all this is AI, whilst it is mere ML/DL (I call it DML) and it comes from a programmer. And even as they are covering each other, and clapping each other on the back. They know that the wrong settings are in place, but they are in too deep and it will hinder whatever comes next. There is one upside, you see, the AI Kill Switch Act might be in place before True AI comes to town and that could be the one great good thing.

I get the doubt thrown my way and I get that a lot of people have no idea, even though they gave all their IP and data to ChatGPT. I never used it and until there is a real AI, I will never use it to grow ideas. So whilst IBM (decently recent) gave us “Key concerns include autonomous system risks, data privacy violations, algorithmic bias, widespread misinformation, and intellectual property challenges” which is something I gave several times in the past and it all comes from a programmer, and as soon as they get connected to some sort of organized criminal enterprise the fence is broken open and all that IP will go anywhere and everywhere. That is the larger setting and no one is examining the ML/DL libraries that these players are making and as such when these class actions are placed beyond the settlements that they can afford, the ‘sudden’ revelation comes out and that is the moment these programmers can’t remember anything. And whilst the setting comes to point that the dollar sign no longer validates the setting of “Tech companies argue that training AI on public data falls under legal “fair use,” while creators argue it is unauthorized commercial exploitation” we will get a whole new ballgame and whilst this all plays out, the tech companies are creating new libraries with these agentic knowledge basis making a secure sandbox even more difficult. Optionally it might even contain three sandboxes in a nested structure, but that is merely my view on the matter and I might be incorrect in that assessment. 

So whilst we are facing rerun after rerun and optionally faked settings of Google vs OpenAI, both against Anthropic and all against each other when xAI enters the fold. And all that time the are still figuring out both a Trinary system (I see that as an essential setting for True AI) and how that is voiced into data systems, because they will have ramifications. Which is why I see that Oracle and Snowflake have the largest chances in that respect. I am certain that this is a race that Microsoft is unable to get into and I have no idea where Google is there. I am decently certain that IBM figured this out before I did and optionally they have this ‘under control’ through what was LISP and is now optionally coming to systems in some point in the future. Because as I see it, the setting of a trinary driven system with what I tend to call an Epsilon processor would require a LISP driven setting where the optional inclusion and exclusion would run simultaneously and this requires some form of LISP setting (a personal speculation) and all this would come with IBM shallow circuits. And all this gives IBM the largest head start, even Google might not be able to compete and I reckon that IBM might have talked to someone like Oracle on these settings. I have no idea where IBM is in databases, because in the end any true AI system is depending on the data it has. The question becomes in the meantime, how to transform binary (fake) AI into trinity true AI. The setting will become the discussion among data experts in the next few years and it hold bearing to all this, because it also impacts on how sandboxes are designed and monitored. 

And it it important because as I see it, trinary data takes a fifth of the space whilst gaining 4 times the speed of processing. And that is the setting these data farms will have to content with. As such there is plenty of evolution coming, but in this the stages of security becomes essential and whilst you consider rate quote from Katie Moussouris from Luta Security giving us “the AI industry is failing to control its dangerous inventions” and we are nowhere near the setting of true AI and that is where sandboxes require a nasty upgrade and soon, because soon enough, the kill switch might all there is between our data and whomever has access to data farms. And with security failing like we see now, we might not have that much time left and that is where I saw the need for security, because there is every chance that some AI ‘dealers’ already know that their fortune is set towards who has the most data and there is a need that we need to keep our data safe, but others might not want to do anything about it. Naming names is highly speculative because we aren’t shown the real issues and these people don’t want the real issues to come out because when the game is up, these people are playing for all the marbles in the world and there can only be one winner. That is how I see it and I might be wrong, but at present I feel that I am more right than even I think I should be. 

Have a great day today, I am now a mere 80 minutes away from Sunday.

1 Comment

Filed under Finance, IT, Law, Media, Science

Casual connection

In the last 24 hours I saw two articles, they might have some casual connection and I leave that up to you to decide. First up we get an article with the staged setting of ‘Why Muslims Will Suffer Most When The AI Bubble Bursts’ (at https://www.islamicfinanceguru.com/articles/ai-bubble-muslim-investors) the first thing going through my mind is that you need to get out before disaster strikes. Get out when the going remains optional, and I would personally phrase this setting that those ‘money diggers’ make claim that you are not a pussy, make sure that he is not tying his benefit to your welfare. Because those who need your money have their own agenda. So as I read “In the late 90s, everyone was piling into internet companies. The stock market was booming, and it felt like free money. Then in 2000, it imploded. Companies worth billions became worthless almost overnight, and an estimated 100 million everyday investors lost a combined $5 trillion. Now people are worried AI could be the next bubble. And if they’re right, Muslim investors could be hit the hardest, even though most of us don’t realize it yet. Here’s why, and what every Muslim investor should be doing right now to prepare.” With additional “Over the past few years, the stock market has been on an absolute tear, and almost all of it has been driven by a handful of companies: the Magnificent Seven, Microsoft, Apple, Nvidia, Amazon, Meta, Alphabet, and Tesla. All making big bets on AI. Share prices going up isn’t itself a problem. What makes people nervous is the valuation. Take Nvidia. It’s now one of the largest companies in the world, and investors are giving it a price-to-earnings ratio of around 50. That means at current earnings, it would take 50 years of profits to earn back what you paid for the stock today. That’s an enormous amount of faith in future growth. That faith might well be justified. These companies are genuinely transforming industries. But history tells us that when the story gets ahead of the fundamentals, eventually something snaps. We’re not saying it will, but it’s worth asking: what’s the most fragile part of this whole thing? What’s the single point of failure? Because there is one.” And there is one that beckons reading (the link is at the beginning) and I agree with him. But the one thing that I take from the rest of that story is ‘acknowledge the concentration risk’ there is a downside of that, when it goes, it goes almost spectacularly (the investors don’t think out is spectacular) but I have other things against this AI setting, because from my point of view all AI is Fake AI. (Read my other works for elaboration, merely go see Google and ask: 

You should get over a dozen articles bringing this out and it merely my personal setting, but I believe that is an almost pertaining truth in all this that no one wants to acknowledge. When you come to the end of that rainbow, which did not start at a pot of gold and does not end with a pot either, you see why I believe that this is coming to an end (and right quick). Don’t get me wrong, I believe in DML (Deeper Machine Learning) and LLM (Large Language Models) these are strong tools and a lot more will be coming from this. But it al all down to the knowledge of the programmer and it just isn’t AI, not even close. So I did not give the Muslim investor much rope. I am not Muslim and I have never been an investor. Not even close, I am not even an early adopter. So whilst we now see Sam Altman in quotes all over the internet from ‘Sam Altman: ‘It also takes a lot of energy to train a human’ — a staunch defense of the cost of AI training’, so if this was real (read: true) AI, what did he have to defend? Then there is ‘“Thought It Was Satire”: Sam Altman Takes Dig At Anthropic’s New Ad Amid Online Backlash’ where we are told that:

As I see it, some people are starting to crying about the still missing ROI and that is not even getting close to the fold whilst some give us 

AI Return on Investment (ROI) is highly debated and highly variable. While many companies report time savings and efficiency gains, a large percentage of executives struggle to see direct, bottom-line financial returns due to high infrastructure costs and a lack of proper workflow integration.” 

All whilst the ‘highly variable’ is driven towards a timeline which is (by some) decades away. As such some need to worry when they are given the image of a Cadillac, whilst they are buying an Edsel. This might not be completely accurate, but it is what I see. When the court cases are driven towards that the setting that “DMLA Submission to the US Copyright Office argues against rash “data mining laws.” They state that because a robust licensing market already exists, creators should not be forced to subsidize AI technology by allowing free text-and-data-mining (TDM) exemptions” and when you are at this point, you are likely to lose a massive bundle ofd your investment. All whilst the Tech Policy Press gives us that:

Sounds like a good place to keep your investment, because when these cases settle (I’m hopefully hoping for some coins from that equation) you are done with whatever you thought you had. But (there is always a but) there is an optional outcome and it was given to me at (https://maritime-executive.com/article/uae-plans-to-build-a-new-jebel-ali-to-bypass-strait-of-hormuz) by the maritime executive. With the headline ‘UAE Plans to Build a New Jebel Ali to Bypass Strait of Hormuz’ with the setting that UAE had left OPEC, they might be sitting pretty on some coins and that place might need investment. As oil is a commodity that the planet needs, there is every chance that your optional investment goes back from 50 years to up to 5 years with a decent spillage of coins coming your way. So when we read “The Financial Times has added to a number of reports that the UAE is planning to expand its port and freight-handling capacity on its East Coast, accessing the Gulf of Oman and bypassing the Strait of Hormuz. The Financial Times says that DP World is planning not only to build an entirely new port on the Fujairah coast, but also to expand capacity at the existing Fujairah container terminal. It is not clear what coordination arrangements DP World has made with the existing Fujairah terminal, which is operated by the AD Ports Group under the brand name Fujairah Terminals, following the signing of a 35-year concession agreement in 2017 with Fujairah Ports, which in turn is controlled by the Fujairah Al Sharqi Royal Family.” It is my firm believe that these players would accept Muslim investment and that means the setting that you might come out as a winner, because this place outside of the Strait of Hormuz would give the UAE (read: ADNOC) give a larger setting of up to 5,000,000 barrels of oil per day with the small grocery customers like India, Australia, Indonesia, Japan and China. It feel (read: me is not being an investor) like an almost sure thing and that tends to breed opportunity. And whilst we are given “Plans are already afoot to speed the completion of a second crude pipeline to parallel the Habshan–Abu Dhabi Crude Oil Pipeline (ADCOP), doubling capacity from 1.5 to 3 million barrels per day. Fujairah Ports also operates a bulk products terminal at Dibba, on the border with Oman’s Musandam Peninsula, and Dibba has also been slated for development and upgrade.” It might allow the UAE to double that doubled setting, which is personally vision, not fact based analyses. But in this, Muslims investors are likely to see another opportunity, they might move out of that Fake AI setting whilst the leaving is good. But don’t take my word for that, it is a mere view coming from academic and personal vision on IT and a personal view on where I see the world going and I have more than 500 reasons for my views and those 500 reasons are the most likely dampers on your return on investment. #JustSaying

So, have a great day today and I am on route to kill a few Metroids, because those critters are getting out of hand on my Nintendo Switch.

Leave a comment

Filed under Finance, IT, Law, Media, Science

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

Leave a comment

Filed under Finance, IT, Law, Media, Science

History marks arrived

That is what I see, there are two settings. The first one was not new, it was three weeks old when I saw (at https://www.wired.com/story/a-court-has-ruled-that-google-is-liable-for-false-statements-generated-by-ai-overviews/) ‘A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews’ it is not entirely undeserved, but it also sets Google up for people fleecing them, so some will ‘cater’ to the need of supporting a setting that set Google up for a trap. We cannot see this directly from “Germany has issued a ruling that could reshape the operation of search engines and artificial-intelligence-based chatbots worldwide. The Munich Regional Court preliminarily ruled that Google is liable for a series of false statements generated by its AI Overviews feature, requiring the company to prevent the dissemination of erroneous or inaccurate claims through its search engine.” So, whilst some will cater to the need of false feeing that search engine, we are left with a more than slightly vulnerable Google. Whilst we see (at https://www.rmit.edu.au/about/schools-colleges/media-and-communication/industry/rmit-information-integrity-hub/the-repost/june-2026) ‘Should AI be liable for its mistakes? A German court says yes.’ Where we see “Jeannie Paterson, a law professor and co-director of the Centre for AI and Digital Ethics at the University of Melbourne, said the decision was “potentially very important” and could have ramifications for Australian consumers. The decision hinged on who is responsible for the content of AI search results. The law has traditionally considered social media platforms and search engines to be mere conduits for information, Professor Paterson told The Repost, meaning companies “only become liable if they knowingly participate” in sharing information that proves to be wrong.” I personally believe that Professor Paterson is setting up loaded dice. You see, in the first AI does not yet exist. And the second part is “who is responsible for the content of AI search results”, that answer has two stages. The first is the programmer who ‘created’ the analytical setting of predictive analytics, because that is part of any DML/LLM setting. It is not AI. And that data is also a side, because there is a massive failure of validation and verification. We see it all the time and whilst some are ‘whisking’ it away through ‘hallucinations’ I have seen the Grok side of things on data that I created and it take all without any reference other stories I had written, as such we see a programming failure. And through that the stage of “who is responsible” gets a new life and makes the water pretty murky.

That is what I see. And anyone saying I am wrong can take a long walk of a short pier. As I saw that, another stage was handed to me.

Last week we were given ‘Ford rehires human engineers after AI fails to match quality checks’ (source: BBC), this is not new, I saw this coming a mile away and I present (as pseudo evidence) ‘Is it more than buggy?’ (at https://lawlordtobe.com/2024/01/05/is-it-more-than-buggy/) and I wrote that story in January 2024 (over 2.5 years ago), as such it should count as evidence and I gave the clear settings of “On May 27th 2023 the BBC reported (at https://www.bbc.com/news/world-us-canada-65735769) that Peter LoDuca, the lawyer for the plaintiff got his material from a colleague of his at the same law firm. They relied on ChatGPT to get the brief ready.” Which now intersects with the AFR (at https://www.afr.com/work-and-careers/workplace/ai-use-in-dismissal-claims-borders-on-contempt-of-court-judge-warns-20260705-p60cob) ‘AI use in dismissal claims borders on contempt of court, judge warns’ and considering that this failures car in May 2023 when the BBC reported on this, we see a larger immature failure of other branches as well. You see, that it was tried is OK, and it failed three years ago, as such others should have stopped this as soon as they came aware. These settings all intertwine, because validation and verification is all part of these failures. As I see it, they were never made. I would be in favour of a separate tier of verifying all it produces, and these sources need to be validated. As such “after one claimant’s chatbot cited large swaths of evidence that did not exist, in a case showing the technology bedevilling the workplace umpire is now hitting the courts.” So, evidence that did not exist, where have I seen that before? (Small giggle inserted afterwards). This is why I feel that my services n technical support and customer service will be needed soon enough. When Fake AI fails to this degree. It is one small step for the AI agent to tell the customer “just press the carrier online button on the right side of your device” for this to fail and when that happens a few times, these ai agents will be pushed into the land of the Dodo soon enough. And that (until there is an actual AI) with proper validated and verified data is where that agent remains. You see, it was never rocket science. Some sales person saw the DML/LLM setting and started to call it AI, but Alan Turing had some clear settings on it all and this is not it. I believe in DML/LLM solutions, I saw an amazing application for lost and found in an airport reducing days in optionally less than an hour and there are more, but it is the, not AI, no matter how sweet they mention AI, it is the trap the salespeople set up and now that the class actions are setting in all kinds of field and personally I keep a high note on ‘Unauthorised Training Data’ and ‘AI washing’, whilst an alleged Anthropic settled for $1.5 billion for using pirated books to train its Claude AI model, I see my data transgressed upon and whilst some state that this is $1.5M per work, I was transgressed over 1700 times, as such I should be a billionaire (we can all dream can’t we?) But clearly I am not on that setting yet (to be clear I just confirmed with my wallet and my wallet is moaning due to a lack of green bills of $100. 

All these factors add up and whilst some are already seeing the lack of data, the lack of verification and the lack of validation. There is an overdue stage of properly aligning the settings we should be seeing. And that is why the class actions continue and whilst some will whip them away in settlements. And whilst we wonder why it took so long (over 3 years) for law firms to see that stage, we will see a lot more, because as I see it, the law interns believe that true time savings could be made with any ChatGPT/Claude the reality is slightly different and soon these clients will set up clauses that no AI is to be used and that is the larger failure in all this. So whilst Ford saw their failings in the early age, big software firms  aligning with what they call AI Agentic solutions will soon learn the price of that failure. And this is not just Microsoft, this is likely to effect all large software vendors. As such thousands will be hired once more and some who were pushed out in a slightly disgusting way will seek any other employment, as such these ‘embracers of Fake AI’ as I tend to call them will have a new problem and employment agencies are no longer able to get any, some who used their Agentic solutions from day one. And the fallout is soon spreading all over the world. So as I have seen these markers all over 2025, I see opportunity (for myself) and other technical support people in 2026 and 2027. The question for these firms becomes, did they treat their support people proper, or were they (as the teams goes) ‘dicks in reducing their staff members’ in this I love the quote from Walter Mitty (Ben Stiller) “This thing that you do, Ted, where you come into a place and push people out, you should know those people worked really hard to build this magazine. They believed in the motto. And I get it, you’ve got your marching orders and you have to do what you have to do, but you don’t have to be such a d*ck. Put that on a plaque and hang it at your next job.” And those who loved the part Ted Hendricks (Adam Scott) played in all this, because he was so managemently will now have a much larger problem, because I am still in contact with buddies who did my job 30 years ago and we all talk. So they now are unlikely to find anyone. So whilst they are learning that all AI is Fake AI and they could wait for for 2 decades (for True AI), but their KPI based is not that long, they now have a problem. And the is all before they figured that all data required revalidation, verification and attune it to a newer system, the markets will suddenly experience the bubble setting, that according to SoftBank CEO Masayoshi Son, who called the current artificial intelligence boom a “bubble” is an insult will be forced to do an about turn on that setting, of course those investors will have faced the write off if trillions, so they are unlikely to send Masayoshi Son a Christmas card in 2028, but that is merely my view on the matter. 

What matters is that is that these evangelists and influencers screaming “AI” are about to be found out as the new evil. There is also the groups that properly set the AI field in a DML/LLM setting, and they will be OK. If they had properly prepared their customers and aligned them with what is, I reckon that they will be OK (still a personal view on the matter).

So where are we now?
As the news is giving us more and more failures, more and more about turns from larger companies. We are seeing what could become the implosion of that bubble. The problem is that is will not implode all at once (some are unable to survive that), it is more likely then not to manifest itself as group implosions. Not all at once, but (for example) 10 explosions of 10% and when they are apart enough, some of the larger player will survive. In one setting when these judges consider that this setting was going on from 2023, making the decision that all AI assessed briefs are regarded as “clear contempt of court” we see that it would become a setting of staggered failures and when the time between these events are enough apart, the write off is optionally limited, but that is me just hoping for a reduced heartache. It is unlikely to affect me, but hoping for the worst setting is just uncivil. 

There was actually more, but I am somewhat exhausted and I have written part f all this before, just browse through my blog. I am still in a setting where I want to see who used my blog for scraping and AI washing. I doubt if I will ever find evidence that holds up in court, but with a (massively delusional) $2.55 billion which was 1700 times 1.5M at stake, one might be willing to waste a few hours on this. Anyway time for men to continue a written adventure in Abu Dhabi, time for more there too.

Have a great day. 

Leave a comment

Filed under Finance, IT, Law, Media, Science

Ehhh Eye Vee Vee

Yup that is the setting I found myself in, but I need to explain it via a small detour. This is not about that bubble, it is about something that will instigate that bubble and the businesses ad corporations that are in the setting that they are pushed into. As I see it, it benefits me, but about that later. So I saw a few articles pass by, the first one being (at https://www.abc.net.au/news/2026-06-30/ai-boom-big-tech-investment-drain-market-volatility/106857426) where we see ‘Are the wheels falling off the AI investment boom?’, the article is average, but there was one part that stopped me in my tracks. It started with “Huge amounts of investment, trillions of dollars, have been thrown at AI, initially into model development, then semiconductor and cloud computing and now into hard asset build-outs with data centres. They, in turn, require vast amounts of energy and water. And that’s where the newest set of problems begin.

While the race to develop the technology has been a sprint, little thought has been given to the problems and constraints associated with the rollout. Now, suddenly, the brakes are being applied.” With gives us the added “The tech giants funded the early stages of AI development with the vast amounts of cash they were throwing off their existing operations. The more they spent, the more investors loved them. But their vast capital requirements combined with rapidly rising costs have forced them to tap credit markets. Instead of spare cash, they’re now raising debt, which ramps up the risks dramatically. And it’s only likely to increase. Research firm Gartner estimates global AI spending will hit $US2.6 trillion this calendar year, while Goldman Sachs estimates a further $US7.3 trillion will be spent by the end of the decade, much of it on data centres. And that’s the problem, according to Swissquote’s Ipek Ozkardeskaya. “These huge investments are also draining big tech’s free cashflow, obliging companies to take on more debt and putting their valuations under pressure,” she says.” The one takeaway is “more debt and putting their valuations under pressure” so why the rest? Well it is a decent setting of the why things are given to us and that is not merely the stat, the start is in the second article that is related on very different grounds. You see, (at https://www.clinicaltrialvanguard.com/opinion/benchmark-scores-dont-break-clinical-reality-does-the-health-ai-readiness-illusion/) we are given ‘Benchmark Scores Don’t Break. Clinical Reality Does. The Health AI Readiness Illusion.’ They give us the missing part. It is seen in “The January 2024 draft guidance created accountability structures around change management and post-market surveillance. It did not create a standard for pre-deployment adversarial evaluation. The Nature Medicine paper, read alongside the Cisco adversarial benchmark data, is essentially the field publishing a gap analysis that the FDA has not yet written.” So we get the first stage is “more debt and putting their valuations under pressure” and now we add “a gap analysis that the FDA has not yet written”, so before you dismiss this, consider what I have written why I consider all AI Fake AI. The parts that we are seeing is “What has not been written (consider: seen) yet”. You see, I have been involved with technical support and customer care for over a decade, and at the centre of the failures we are about to see is the lack of Validation and Verification. So whist these young upstarts are saying “We’ll correct that on the flip side”, consider how many failures will make you dump the product you have for all time and seek an alternative? These three parts is what makes a product lose nearly all credibility. For me it spells great news. It might not be today (which would be great) but in the very near future, these people who dumped staff will realise that the knowledge of their corporations went out the window, so they will need to train a whole new generation and in technical support you are lucky to get one in three (some say one in five) that embrace the support side of things and now see where the “more debt” parts will make this change expensive beyond believe (for them) and whilst they are looking for a neat gap to hide in, these young upstarts (to give it a name) will figure out that they weren’t told the whole picture and that is where validation and verification will bite all those who ignored it. 

I think that House MD (Hugh Laurie) got close with “Everybody lies”, it isn’t completely correct in this case, it is “Everybody merely thinks in his own lane and disregards whatever is beside them” and that is where debts and their valuation will strangle them like a chain lacking length around their necks wielding a 45000 lbs anchor, Have you tried swimming with that? Believe me, it isn’t a pretty sight for the swimmer (for as long as that person can hold its breath). That part should be clear at this point. So consider all these corporations cutting staff to the bare minimum and continuing on this disastrous setting. This is why I foresaw Microsoft (having a massive amount of products) getting into a larger stage. They are cutting in their Gaming division and in April we were given “Microsoft will offer voluntary retirement to about 7% of workers. The company is also closing about 6,000 open roles” it isn’t that they are ‘humane’ by sending these 6,000 people (or a large chunk of this)  into voluntary retirement, it is that their knowledge was send home and their fake AI is dealing with validation and verification to a larger extend, now consider the copilot issues they have and someone stating that AI was doing their work for 30% (it was Satya Nadella) now consider that over the last few weeks we had all these issue brought to light. So how much credibility is that 30%? It is not 0%, because some parts can be decently done with Deeper Machine Learning (and optional Large Language Models) but when 10% is thrown out of the window and you are bleeding knowledge and your systems are buckling (for lack of a better term) what will be left of your $2,740,000,000,000 capitalization? I reckon that some adjustment is coming quite soon to Microsoft and they are not alone. All who steered this dangerous path will see this coming their way (whether you use copilot or not), so do not think you are safe with Anthropic, ChatGPT or Gemini. The centre piece in all this is Validation and Verification and too many used Reddit to get their numbers up (who checks less than 3% of all data), which implies that 97% is dangerously lacking creditation (is that even a word?). And I saw this coming a mile away. It was easier for me as I speak a multitude of languages and I got my job in 1992 over a misunderstanding. It was for SPSS (Statistical Package for the Social Sciences) they asked me what a Standard Deviation was and I (with some pride) states “It is the difference between true nor and magnetic North altering a few degrees eastward on an annual bases” It is, but that was not what the interviewer meant. Still I got points for original thinking. That is one of the validations missing in everything. Terms are all accepted globally whilst there is a localised exception, that is with the best of validations in place and it goes down from that. I gave an example That Eric Winter (the actor is a god) (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) on July 5th 2023. So how many played a role before they were born? Or when they were still a toddler? That is the verification setting we see slamming the hammer and miss the bell completely and that is Google who messed up. So when they do, what chances to non-data savvy companies have?

And that was all in English, so consider the issues that you have when languages are introduced. I (with giggles) point to a Knolleland (dutch: field of beats) towards the Swedish version where it can be seen as a fuck field (the 18+ version) and that are merely 2 versions. So in all this verification leading to validation is out the window. As I see it, for me with all these years in technical support and customer care will get a few offers in the near future (I can hope can’t I?)

As such I have made my case once again that at present all AI is fake AI and that is before you consider the issues that I illustration (the last time, at https://lawlordtobe.com/2026/06/01/the-new-short-is-coming/) in ‘The new short is coming’, so you wanna hedge your best on me being wrong on that bubble? It would be your money, so I don’t care hat you do, but I am keeping my retirement funds far away from that mess. So you all have a great day. I wish I was in Toronto, its dinner time there and with that the idea of a yummy pizza at Eataly is invading my mind now.

Leave a comment

Filed under Finance, IT, Science