Tag Archives: google

April 17, 2026 · 15:07

What is real?

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

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

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

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

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April 16, 2026 · 03:10

About that woman

Yup, the Amazon. And if you think we are talking about that woman in a tight leather bodice hiding perky breasts looking like a 30 something woman called Gal Gadot, you’d be wrong. We are talking about the other Amazon, the one with a wrinkly face selling books. A few articles hit me a few hours ago. The first one on the table (at https://www.bbc.com/news/articles/clyjjr7kzj2o) is the BBC, Fortune with its paywall was rejected) is the one we see first. It sets the tone with ‘Amazon to spend $11bn on satellite firm in growing Starlink rivalry’, now I accept and respect competition and the quote “Amazon is aiming to build-up its satellite business to offer internet and mobile phone services by spending $11.57bn (£8.5bn) on an acquisition of Globalstar. The deal, announced Tuesday, will allow Amazon to get thousands of satellites into low-earth orbit through the Amazon Leo project the company has been working on for several years.” But the added part starts making this setting a more desperate look, with “Amazon will be in closer competition with Starlink, an increasingly popular satellite-based internet and phone service company launched by Elon Musk in 2019. Starlink has a significant head-start on Amazon’s Leo, which currently only has around 200 satellites in orbit. Musk’s company, which is private, says it already has more than 10,000 active satellites offering internet and mobile phone service to more than 10 million paying customers.” Star link is already seeing head waves with the rejection by Canada and next Europe with the sabres rattling that President Trump is throwing in the air. The last words have not been spoken about that and as soon as Ursula von der Leyen is setting the tone of what the American Administration is accepted to get hearing of, this field will become a lot less profitable. But besides that, under the guise of AI (lets keep it real and call it fake AI) “As of January 2026, Amazon is cutting approximately 16,000 corporate roles to reduce bureaucracy and embrace AI, following a previous round of 14,000 job cuts in October.” We are already raising eye brows as that is setting too many people out into the cold and now they are playing with $11.57 billion to play with the competition they have no chance of catching up to? 200 makes no competitor out of 10,000 satellites and as I see it, Starlink is setting several amazing views, does Globalstar have anything to match it? Its like Microsoft with its 5% market share stating that it is time to replace Google, who has over 88% share. It is never going to happen and as I do not trust AI, I will still google things, no matter what some media claims people do and millions of people are on the same side that I am on. 

I reckon that $1 billion could have given these 30,000 people a job and that is before we take under consideration a few other things. Some say that a data centre has 3 to 5 years (source: Fortune) so how can you keep these data centers when the return on investment is at least 5 years out? These are the makings of a pot stew, one that usually is standing besides a few players playing some version of poker. It sounds like the consolation price for something no one needed, or at least that sounds to be the case. You see, this drive to data centers requires a population and as I see it Europeans are now actively rejecting Microsoft and everything that comes with it (like data capturing). So what gives? 

Then we get CNBC, who (at https://www.cnbc.com/2026/04/09/amazon-ceo-andy-jassy-ai-spending.html) gives ‘Amazon CEO Jassy defends $200 billion AI spend: “We’re not going to be conservative”’ with some of the key points being “Amazon CEO Andy Jassy released his annual shareholder letter, where he once again made the case for huge investments in artificial intelligence. The company has said it expects to spend roughly $200 billion on capital expenditures this year, with the lion’s share going toward AI development. Jassy wrote that AI revenue in its cloud computing segment has hit a $15 billion annual run rate.” And here we expect a few things. You see, investing $200 dollar to get back $15 per year sounds stellar, but it also means that you are 13 years away from getting the original $200 back and now when it concerns billions, there is the matter of interest. Given that they might be drowning their revenue, there is no interest, but it is a large thing to take into account if it is the company handheld on the white that AI becomes real in the next 13 years. I think it is touch and go there, but still the second sized wave of technology will be massive. Once IBM releases the shallow circuit advantage they have, the will cost Amazon billions too, I have no idea what Google has on that term, but as I see out Amazon does not. So, as I see it, Amazon is paying poker with a bank of over $220 billion and the outcome is definitely a gamble and one of the highest order as well. So as CNBC gives us “Amazon shares have struggled so far this year as investors question the company’s aggressive AI spending plans and grow increasingly impatient about when the investments will pay off. Amazon shares closed up 5.6% on Thursday. The stock is up more than 1% year to date. Jassy has said that Amazon needs the capital to go after “a once-in-a-lifetime opportunity” and to keep pace with “very high demand” for the company’s AI compute.”
I merely wonder if anyone has a clue what kind of a gamble Amazon is making, because that bill comes due and it comes due in a most unfashionable way. So whilst we look (and optionally gawk) at what is shown, can anyone see what about to happen? 

Then. We are ‘hit’ with the final setting and it is given to us (at https://nationaltoday.com/us/wa/seattle/news/2026/04/14/goldman-sachs-lowers-amazon-price-target-ahead-of-key-earnings/) where we see ‘Goldman Sachs Lowers Amazon Price Target Ahead of Earnings’, which is always going to happen, but the quote “Wall Street analysts see both opportunities and risks in Amazon’s AI-driven growth strategy.” The one side to look at this (an optionally wrong one) is that the added risk is downplaying the opportunity in the field here. That is beside the point, as I see it, that the added quote is merely filling with “Goldman Sachs has lowered its price target on Amazon stock to $275 from $280, while maintaining a Buy rating ahead of the company’s expected earnings report on April 30, 2026. The revision signals a broader shift in investor attention toward the key risks and opportunities shaping Amazon’s next phase, including the performance of Amazon Web Services, the impact of rising energy prices, the commercialization timeline for Amazon Leo, and the growth of Amazon’s advertising and marketing platform.” But what matters is “Amazon’s aggressive push into artificial intelligence through AWS has become a critical driver of the company’s growth, with AWS already reaching an annualized AI revenue run rate exceeding $15 billion. However, the heavy AI spending also comes with trade-offs, as Amazon is significantly increasing capital expenditures, which could pressure free cash flow in the near term. Investors are closely watching these developments to understand Amazon’s trajectory in 2026 and beyond.” As I see it, the risks are adding up and we are likely to see an addition of maturing trade-offs to make the screens, making investors jittery. Personally I don’t think that it is the “pressure of free cash flow”, I believe that there are several risks of Globalstar ignored and that will rear its ugly head soon enough, because at some point Starlink will boost their presence with requirements towards ‘space safety’ and whilst no one is expecting this, I reckon that Globalstar is not ready for those ‘demands’ and as such $11.52 down the toilet as they say, a risk that is (at present) undocumented, but that will raise the risk levels on a few levels, but what do I know. I am originally from tech support, not in any way connected to economic forecasting. 

A setting that gives us that in almost every way it is more appealing to watch Gal Gadot with perky breasts in a leather bodice than it is to look at the presumption of revenue by speculative economic forecasters of Amazon inc. But that might be my hormones talking and not my wallet, which has zero Amazon stock, so I am not listening to my wallet at present, who is eerily empty.

So you all have a great day and consider the risks you are facing today, if you are watching Gal Gadot, the risks are good, if your fortune is in Amazon, a little less so.

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April 10, 2026 · 01:49

Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Egypt – population of 90,000,000
India – population of 200,000,000
Indonesia – population of 250,000,000
Pakistan – population of 233,000,000
Bangladesh – population of 150,000,000
Turkey – population of 80,000,000

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.”

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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April 6, 2026 · 22:10

Where we go next

That is an important question, because the next stage is any setting can be set in two switches. The one that affects you directly and the the one that does not affect you. We then get the affected switch that has a direct consequence and merely a derived one. So when we get Al Jazeera who gives us ‘Tehran rejects Trump’s Hormuz deadline’ mere hours ago, these switches go into overdrive. Because now we get BBC telling us 5 hours ago ‘Trump issues expletive-laden threat to Iran over Hormuz Strait blockage’ where we learn “US President Donald Trump has published an expletive-laden post on social media in which he threatened to destroy Iran’s power plants and bridges if it failed to meet his Tuesday deadline to reopen the Strait of Hormuz to all shipping. He repeated an earlier threat to unleash “hell” but told US media there was a “good chance” of a deal being reached with Tehran. Iran mocked his ultimatum, dismissing it as “helpless, nervous and stupid”.” And we then get ABC giving us 13 hours ago ‘Iran briefing with Matthew Doran: Threats tell us more about Trump’s frustration than anything else’ where we see “Donald Trump has issued a new deadline of Tuesday for Iran to reopen the Strait of Hormuz to all shipping traffic, without restriction. In an expletive-laden post on social media, he said bridges and power plants would be destroyed if the regime in Tehran didn’t comply”, in this we have “issued a new deadline”, which is what people do who cannot follow through on threats are a separate issue. I cannot say what issue, because I am still on that horse named bankrupt and the only setting that makes sense would have been bombing near immediately. The fact that we get timeline stretching is another setting that influences it all. But 3 minutes ago Al Jazeera gives us ‘Pakistan says it is engaged in diplomacy amidst ‘egos’ and ‘distrust’’, I personally believe that Pakistan needs to get involved to safe face with both the UAE and Saudi Arabia, but they are right in one part. Whatever the United States gives us is flawed if not, an outright ‘miscommunication’. ‘So whilst we all see the ‘tirades’ President Trump gives us all we deny, looking in the corner where nobody wants us too look. Add to that all the generals who got fired (apparently 8 in total) a setting that shifts a few lines and the derived consequence to the switches I mentioned at the start by them.

Whatever is taken from a convoluted timeline that we see now seems to be the flimflam orchestration which only reaffirms my thoughts that the United States is on its last energy and when that runs out, the hostilities begin. Do you really believe that President Trump will admit to being out of funds? I reckon that we better reenforce the defence of Canada, because as I see it, the United States is likely to get 65,000 troops as reenforcement. So suddenly I sound a little less crazy don’t I? And it comes at a time when CUSMA is under review, the Hill gives us “Canada and Mexico have suffered the ire of Trump, ranging from blanket tariffs to threats of annexation and invasion. As a result, economic policy uncertainty is at historical highs in Canada, while in Mexico, the devaluation of the peso and a 10-25 per cent U.S. tariff on many Mexican goods has hit the economy hard. Beneath the headlines are more muted negotiations over policy choices on matters of tariff exemption and content requirements for a range of sectors. While automobile manufacturing and steel steal the headlines, the critical minerals and energy sector is now at centre stage in the CUSMA review.” The setting is ‘pre-arranged’ as it is the United States that is in a crunch, not Canada or Mexico and it is the United States that requires critical minerals. And in that setting both Mexico and Canada are the strong players, even whilst we are given “economic policy uncertainty is at historical highs in Canada” all whilst Canada is making new headways in the world with the Middle East, Europe and Asia the new stages of economic strength. Not policy uncertainty. As I see it, there are more settings in play. 

There is a setting under the surface that screams misalignment. I personally think that the United States is playing bluff poker with a “dead man’s hand” all whilst his opponents Iran, Europe and Canada knows what he is holding. I think this is the best analogy I can come up with. So when the shouting and bully tactics end, the United States is holding the cards they have and they are not good. So they either bluff their way into everyone not playing, or they will win. Even at this setting Canada needs a mere three two’s to win the hand and that might be the weakest setting it needs. No one has a clue what Mexico has, but its catering to the shortages of Cuba gives them a few short term advantages. So whatever the United States is proposing in this setting will have a few set backs. The first what the Venezuelan failure brought and the second is the 6 week failure that Iran is bringing to the table. I reckon that they might have a claim of a few hundred billion to the table of the International courts of The Hague. No matter how you slice this, it will be seen as an illegal war. No matter whatever the US administration calls it (they called it not a war) and in that setting it is the courts that will have a field day (and those lawyers making the good cash) and all of this comes out of the near empty coffers of the United States. So whilst we see all this, a mere two days ago we are given “Fox News’ Bill Hemmer cut off President Donald Trump’s top economic adviser when he tried to blame former President Joe Biden for high gas prices amid the Iran war. Oil prices have surged as Iran has effectively closed the Strait of Hormuz, a waterway in the Middle East that carries about a fifth of the world’s oil. The national average cost of gas has exceeded $4 a gallon in the U.S. as Americans bear the brunt of Trump’s war against Iran.” So is this the path of this US administration? Blame the previous administration? 

And I apologise in advance of jumping over these hurdles (articles) like a horse on steroids. But it gives us a larger setting that is over all the images. The media are pretty good of merely looking at one part, hoping the people doesn’t see the larger image. It reminds me of the person showing is the image of a worm and we think ‘Oh, goody’ but the image becomes a little weird when we zoom out, only to realise that we were looking at the tail of a rat and the ones manipulating the images are all about misdirecting our interest whilst we should be focusing on rat extermination. 

So whilst I might be wrong to focus on a broke United States of America, it is where the exposed data leads me. And whilst the United States tells the world it is doing great, we need to realise that things are bad. Consider that last week we were given “According to March 2026 data, the US labor market showed remarkable strength with 178,000 jobs added” and whilst we see a few days later “Oracle has laid off approximately 30,000 employees, representing about 19% of its global workforce”  all whilst we are also given “Since the start of 2026, Meta, Autodesk, Salesforce, Workday, Google, Pinterest, Block and other firms have announced layoffs” so how great is the employment setting of the United States? In all this it is merely another element towards the broke setting of the United States, all whilst the media is no help in giving us what we would need to give ourselves a neutral view on the matter. A setting that this US Administration is using (read: abusing) to get the populist vote, but things really are not that rosy at present for the current administration. I reckon that the expected filtering on the speculated ‘deleting of bad news’ in California will aid the economic downturn that the United States is currently facing. 

The ice is slippery and not enough to bare anyones weight (especially mine) but as the media is not doing its jobs, I have no choice but to speculate with the (incomplete) data I have and this is the conclusion I come to. The United States is broke, I have said so before, but the evidence is now becoming malleable, which it should not, I agree with people opposing that thought. Yet the images of President Trump going all out like the proverbial mad dog with his threats

All whilst people focus on the threat and not on the stage surrounding that threat and it goes way beyond Iran. 

So have a great day and consider the thoughts I am leaving you with.

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March 29, 2026 · 05:44

The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

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March 22, 2026 · 01:28

I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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March 2, 2026 · 22:36

A simple red alert

There are moments I ignore them, how ever this evening I was alerted by Forbes (at https://www.forbes.com/sites/daveywinder/2026/03/01/search-screen-with-google-lens-tool-compromised-to-steal-credentials/) to the setting of ‘Google Lens Chrome Browser Tool Compromised To Steal Credentials’ Now, first of all, I am a oogly googly Googler as such I to a point revere the solutions that Google gives to you an me and this alert is not on Google, but it is their solution that gives this predicament. Apparently (according to Davey Winder) who is a technology journalist who covers cybersecurity news and research and as he works for Forbes I reckon that his credentials are OK. Still we are given “it has been reported that a previously legitimate Chrome extension, used to search your screen with Google Lens, was recently compromised and turned into a malicious credential-stealing tool instead. Here’s what you need to know.” So, as I initially contemplated to let this rest for 12 hours and give it in the next story, I thought it might be better to reset the timeline and tell you as soon as I am aware of this. The usual media is all about stretching timelines and I thought it was important not to be mistaken with those losers. So as we are given “Google Chrome is the world’s most popular, or at least most-used, web browser, with estimates putting the number of users fast approaching 4 billion in 2026. That it is a target for attackers is absolutely no surprise to anyone, least of all Google which has an armoury of protections in place to help prevent users from threats. Sometimes, however, a threat gets past those protections. This seems especially true when it comes to Chrome browser extension threats, as recently exposed when a reported 30 malicious AI assistant extensions were uncovered. This latest threat is also of the extension variety, but this time was particularly insidious in that it exploited a previously trusted and legitimate tool.” And I have to admit that on the Apple I got a weird setting a few days ago that involves GoogleUpdater.APP I don’t know if it is related, but these two facts make me alert you all with the setting that at present there are a few hangups with Google. Now, there is nothing to be concerned about, because as I see it, Google is all over this already and we will be ‘treated’ to the lollies of repair soon enough, optionally it is already being rolled out. 

The additional information is “As per Bleeping Computer, the QuickLens extension, which formerly had a Google featured badge, grew to 7,000 users and enabled users to run Google Lens searches from within the Chrome browser. All was cool, until February 17, a little more than two weeks after ownership of the ownership exchanged hands, when the developer sold up. “A new version, 5.8, was released that contained malicious scripts that introduced ClickFix attacks and info-stealing functionality for those using the extension,” Bleeping Computer said.” And it comes with the additional “A Featured, reviewed, functional extension changes hands, and the new owner pushes a weaponized update to every existing user.” As such my question becomes Who is this new owner? It is followed by the last quote “I have approached Google for a statement, but the good news is that the compromised QuickLens extension has now been removed from the Chrome Web Store. Furthermore, it would appear to have been automatically disabled by Chrome as well, so existing users are also protected. The bad news, however, is that this is unlikely to be the last such example of legitimate extensions turning anything but. The usual advice applies: only ever update official apps and services from official sites that you have reached using known and trusted URLs, never by clicking a pop-up or link such as those mentioned here.” As such as it is not the last example, my original question remains “Who is this new owner?” And why is this piece of garbage given so much consideration for anonymity? There is a reason to do this to his children and make sure that such a person realizes that what you do to us, we can do to you. It is debatable so ‘violent’ but the article gives no clear message on who the new owners are and that is the most upsetting part. I don’t hold this against Davey Winder, but the entire setting is in some ‘new owner’ setting whilst we aren’t given names, not even corporations of who are out there to get out credentials. Is that not weird too? And as Google removed the culprit (which is good), there should be a nice register on who bought it and how much was involved, because someone bought it for more than a few coins. As such it is a simple red alert and if the others thought it would go unnoticed against all the Iranian Alerts, think again. Some people look out where the tall grass is moving. It might not be sexy, but at times it is essential to know where the tall grass is moving and whether it is moving in your direction. A simple setting really.

So again, have a great day and enjoy the sunshine out there if you are western enough from me. It is 22:45 here.

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February 28, 2026 · 08:03

The junkie says What?

Yesterday I was woken up by an incredible story we see got to see on BBC. The world has gone to hell and people died because their only response was that they had bo fibre, no sense of self and an insatiable need for external confirmation. That is how I see it. The article (at https://www.bbc.com/news/articles/c89kdpjn7eqo) gives us ‘‘I was on Instagram all day’ – woman tells landmark trial’ where we see the start giving us “A young woman, who is suing Meta and Google over what she claims is the addictive nature of social media, has told a jury her childhood years were taken over by her use of Instagram and Youtube.” It is actually hard to keep focussed keeping a serious nature here. The idea that she has the gall to claim “what she claims is the addictive nature of social media”, it is almost like the girl who claims that she didn’t know that the penis inserted inserted in the vagina could lead to pregnancy, because it felt so good. It might not be the complete truth (in many ways) but there is something like discipline of the soul. Which is continued by ““I stopped engaging with family because I was spending all my time on social media,” said the woman, who is known as KGM or Kaley, to protect her privacy.

She told the court in Los Angeles that she began using YouTube at the age of 6 and Instagram aged 9 and encountered no barriers to prevent her using them despite her young age.” So at that point? Or at which point are the parents claiming some responsibility in all go this? So when we get “While much of the court proceedings so far have focused on Instagram and Meta, Google’s YouTube is also a defendant in the lawsuit. TikTok and Snapchat were initially sued as well, but the companies settled shortly before the trial was scheduled to begin. The terms of those settlements were not disclosed.” I honestly do not see (I kinda do) why TikTok and Snapchat settled this. The entire manifest of entitlements here are (as I personally see it) completely out of whack. 

So when we get to “Now 20 years old, Kaley told the court that looking at Instagram was “the first thing” she did when she woke up each day and that she continued “all day” until she went to sleep at night, leading to difficulties at school, at home and with her mental health. She also watched YouTube videos for hours on end, noting that the platform’s “autoplay” feature, where a new video starts automatically after the previous one has ended, kept her on it. Failing to get enough “likes” on her social media posts left her feeling “insecure” or “ugly” she said.” So, at what time will the court ask questions of the parents? The word ‘parent’ is not mentioned even once, which with a starting age of 6 (and 9) is a pretty basic setting in any dealing with the optional setting of Doli Incapax, a legal common law principle presuming children aged 10 to under 14 years lack the capacity to be criminally responsible because they cannot distinguish right from wrong. And in that setting the parents are called in to answer a few questions. That is what I would do and the setting that I would press for, and beyond the setting of all of this and YouTube is in the benches for I know what reason, because YouTube has an ‘off’ switch, I press it all the time. I am (at times) a few hours on YouTube, it is how I get information as the News is no longer presented on TV, they call it entertainment and whilst I don’t have the luxury of seeking out all the TV channels at time, they all present their data on YouTube (as well as a few other channels). In all this it is up to me to decide when I need to get food, shop for items and even get to people. And as I am no billionaire (not even a millionaire) I have plenty of reasons to feel insecure, but my mother and father always taught me to “try again at the difficult task until you succeed”, my father was an alcoholic bully, but he did imbue me with a workaholic nature, it is the one part he gave me and that is the part I always saw as good. All other good things came from my mother, except smoking, she was a chain smoker I never took to that stuff. And I turned out pretty decent (or so I believe) at least I got the ball and fumbled it away from DARPA over half a dozen times, I created over half a dozen games (on paper), I wrote several scripts and that was just for starters. I also has tech support person, trainer and consultant for over two decades. As such I started work before that insecure little girl was born. But did I complain? I even released several pieces of what could be known as Apple IP to the public domain. Do I cry? Nope, I am merely putting a footprint on this world and there is a fair chance that over 99.999% of the human population has never heard of me. I personally believe that I matter (unless I move at the speed of light, then I am energy), the question is ‘Do I matter to others?’ I don’t care. I am who I am and I am solid in my convictions, they might be wrong or right. They are mine. So where does this leave you? Do I care? No, not really. Do you care? If yes, you should read something else. Still the BBC gives us “By age 10, she was engaging in self-harm, cutting herself, Kaley said. She has seen a therapist since she was 13. Kaley’s testimony comes a week after she attended court to sit directly across from Mark Zuckerberg, Meta’s co-founder and chief executive, as he spent around seven hours being questioned by lawyers, the first time the billionaire had ever appeared before a jury.

Meta’s lawyers have broadly argued that Kaley’s struggles with her mental health stemmed from problems with her family life, not her use of Instagram.” So at this point I ask again, where are the parents? If she was seeing a therapist since 10 they should be in the picture and they are not. Why not? So when we get to “Paul Schmidt, a lead lawyer for Meta, pointed during the first day of the trial to statements Kaley had made prior to filing her lawsuit about her home life, including a difficult relationship with her mother that had led to thoughts of self-harm.” We again see the need for the parents to be included in all off this and where was the father? All this leads to a view of a setting where (as I see it) Mark ‘Facebook’ Zuckerberg has no part in all of this, or at least a lot less then the BBC would like him to be. The only thing I see coming from all this is some loser who is blaming the world for her own undoing. It might seem harsh, but that is the setting I see. I don’t blame others for my lack of a Ferrari (not my favourite car anyway) ad there is so much more I could have achieved, but I believe that is because others never looked in my direction. It was not their job to look in my direction. It was my job to get noticed and putting a few DARPA solutions online is the way to go I say. Also putting the Apple IP ideas online might get me noticed by Timmy the Cook (a culinary expert at that Granny Smith corporation) we work with the tools we have and that is as much as I can do. I don’t cry, I don’t sulk, I merely pick up the next challenge and I solve it or a toss it aside. It is called strength of character, I don’t seek out the ‘approval of the masses’ it has no real function, other then it might get a few ‘likes’ and they don’t translate into real solutions. 

So have a good day and as I am about to enjoy a Saturday breakfast I tell you that I will be OK (Coffee usually gives that warm feeling that I need) is it additive? Yes, I guess so, but I only have one coffee in the morning, that is the consequence of a budget. We all have them and there is no Willy mindset involved (to explain that, it was a character in Popeye) who revered the expression “I’ll gladly pay you tomorrow for a hamburger today”, which is how the United States government does its business and it has done so over 38 trillion times. So, you see how it ends and no President without an exit strategy in that matter will give you any solace here. 

Have a good one

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February 27, 2026 · 11:06

The fear behind us

There is a setting, one that requires scrutiny and one that demands closer looks. You see, I do not completely agree with the setting that The Guardian gives us (at https://www.theguardian.com/technology/2026/feb/26/how-to-replace-amazon-google-x-meta-apple-alternatives) with the illustrious title ‘Leave big tech behind! How to replace Amazon, Google, X, Meta, Apple – and more’ the first big thing is that there is no mention of Microsoft in that title. So that is the very first thing that comes to mind. Especially as CoPilot was mentioned earlier this week of sifting through our confidential emails. I can drop the ‘alleged’ as Microsoft admitted to this and basically said ‘Oops’ as an implied reason. So what gives?

It starts with “So many ills can be laid at its door: social media harms, misinformation, polarisation, mining and misuse of personal data, environmental negligence, tax avoidance, the list goes on. Added to which, Silicon Valley’s leaders seem all too keen to cosy up to the Trump administration, to shower the president with bribes – sorry, gifts – and remain silent about his worsening political overreach. And that’s before we get to the rampant “enshittification”, as the tech writer Cory Doctorow describes it, which means that by design many big tech products have become less useful and more extractive than they were when we originally signed up to them.” OK, I can go along with this. And the sentence “many big tech products have become less useful and more extractive than they were when we originally signed up to them” gets a mention from me because some of these ‘culprits’ seemingly have no idea what innovation is, for the you have to look towards China, specifically Huawei and Tencent. So we get to the first hurdle. 

“Google has cornered 90% of the search market for the past decade, but it is often no better, and sometimes demonstrably worse than its rivals, perhaps on purpose – Doctorow has called Google: “the poster-child for enshittification” citing its alleged strategy of worsening search quality so that users spend more time on the site. But changing the default search engine on any device is extremely easy. I’ve been using Ecosia for years. Instead of using your searches to fill corporate coffers, it uses them to plant trees. The Berlin-based company claims to have planted nearly 250m trees since it launched in 2009 (you can even get your own personal counter to feel extra virtuous). Ecosia commits 100% of its profits to climate action (over €100m so far), produces more clean energy than it consumes via its own solar plants, and collects minimal data on its users. Ecosia’s search results are not always as thorough as Google, admittedly (in the “news” category, for example), though the toolbar does give you options to search via Google and Bing if you need to.” The issue is that Ecosia is for all intent and matters Microsoft Bing. So this is seemingly a sales talk by a journalist because there is a massive problem finding anything by Microsoft reliable. And then we get the real stuff, Microsoft knows it is in hot waters, so we are given “The French company Qwant is similarly privacy-oriented (its slogan is “The search engine that values you as a user, not as a product”) and is now mostly independent (having started out based on Bing). It is now partnering with Ecosia to build a new “European search index”.” Yes but Microsoft is American ands as such your data will be copied and frowned on, browsed through to all their hearts content. If this is wrong, Ecosia and Qwant better clearly state that they are independent of Microsoft, because it is still the issue in Europe and for what they state the their DATA is completely secure, the issue becomes where are the backups? If they are on an American cloud or server, the setting of privacy is set to 0%. 

I can agree with the Browser chapter and even as I still rely on Google (it has never failed me), I get that no everyone is in that chapter of things. I get the Office part. I myself downloaded LibreOffice (download only, no installation yet) and I will look at it at some point, the Apple apps do their work brilliantly. So we are given “Many of them, including Austria’s military and local governments in Germany and France, are switching to LibreOffice, created by the Berlin-based, nonprofit, The Document Foundation. Businesses and individuals are doing the same. Ethical Consumer has used LibreOffice for some time, says Fraser. “It’s an open-source version of Word, and all of the Office tools. It works and looks basically the same.”” I personally reckon that this is the problem Microsoft has and getting the data from Ecosia might be their last handhold to European data, this is not a given, but I expect that this is the inside not Europe to some degree. And whilst everyone is concerned with the privacy of data, I reckon that similar to the setting of 1998-2002, no one is digging and questioning the stages of backups. But that might merely be me and as I am no longer living in Europe, I casually don’t care.

Then we see the mobile settings with a shoutout to Fairphone in the Netherlands. I have nothing against Fairphone, but it always makes me wonder if Fairphone had the same idea that Tulip had in the 90’s. That doesn’t make it wrong, it is merely a Business Ploy that should be considered. I am now and always have been a Google guy. So when we see “There is a catch: most of these phones still rely on Google’s Android operating system, but any phone can be fully “de-Googled” with the /e/OS operating system (it comes as standard with Murena phones), developed by the global, mostly European, nonprofit, e Foundation.” I can think of a way where Google can set this with their Pixels. When the consumer can select Google or A Linux version that does most of the stuff, Google clearly wins in several chapters. I reckon that these flower can merely snap market share because of this, when Google leaves it to the consumers, Google wins nearly automatically. Oh and in all this there is no mention of HarmonyOS in this and I reckon that these smaller players are adjusting to HarmonyOS as we speak, or cater to, or appease that branch. Not everyone in Europe is ‘China hating’ material. And that is merely the smallest setting of these parts. I am personally not touching the shopping side. I was raised as a follower of ‘Support your local hooker’ a phrase from the late 70’s. In that age we got malls, supermarkets and such and die to that escalation loads of local stores went through a foreclosure setting. In that same way I don’t order from Amazon. I have nothing against Amazon and they closed the gap of rural places having no way to get stuff to them having plenty of stuff and over 60% or Europe and 71% of rural USA is now served. As such Amazon did them right. I just believe that I should get to the local stores to get what I need. I only had to resort to Amazon twice in the last 10 years. So I am happy. And all these Amazon haters can go sit in a corner trying to work out the function of a cheese slicer (revelation: the red corners that are diminishing have figured it out).

But my issue is that Microsoft is shown in a ‘favorable’ light, they aren’t and they aren’t due that setting as I personally see it. The fear behind this is not the Big-tech, it is the policy that comes through the CLOUD Act (2018), it gives America too much ability to get to out data and in several cases non-American IP, which is even more frightfully. these hundreds of data centers have no reason to exist if the CLOUD Act (2018) what made illegal, that is how I see it and there is no saving Microsoft, because we get ‘blunder’ after ‘blunder’ and how long until we get another ‘Oops’ setting but now corporate IP was set in some AI hole? That is the larger fear that I see and there is no stopping it, whilst corporations are breathing the AI cloud through wannabe’s who want to move up in the world, that data is most likely to get compromised and as corporations are not setting the HR and data loops to any scrutiny, this is likely already happening and will continue to happen until the then valueless corporations see that they had to act a lot sooner than the day before all their data is in other hands. We already have Thomson Reuters v. ROSS Intelligence (2025), Bartz v. Anthropic (2025/2026), Disney & NBCUniversal v. Midjourney and the best case is United States v. Heppner (2026) where we see that documents drafted using a public, consumer-grade AI tool were not protected by attorney-client privilege or the work product doctrine. And that is the setting that people miss. Should someone at IBM use that setting this work becomes public, so consider that this is not IBM, but Microsoft using Copilot or OpenAI (ChatGPT) the work of your corporation becomes for all intent and purposes Public Domain, did you sign up for that?

There is plenty in the article that makes sense, but the ones that aren’t mentions are a larger fear creator than anything you are trying to hide from. Just an idea to consider. Have a great day this day.

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February 26, 2026 · 14:54

Just for the fun though

There is a new player in town and they are ‘ALL’ banking on the success of it. I remain skeptical because I gave the setting of its success over three years ago (in this blog no less), which would also have given an upgrade to malls and several other places. All due to a set of glasses. Now as I see the ‘pushed’ importance by wannabe influencers who are all on their ‘critique’ setting, I have to warn Apple, lead by Timmy the Cook in my usual way by gifting him with a gaming idea. One I thought of on the spot. And it comes with a setting that might work (still doubting that). You see the setting of Pokemon go where you frantically move your mobile phone in every direction to capture them all. The setting might be ‘transferred’ to the glasses where the image is shown on the glasses where you focus on the creature and you simple whisper ‘capture’ and the creature is transferred to your mobile where the capture event starts. And the fun part this setting could be used to capture Fantastic beasts (Harry Potter) and a whole range of other targets, like Droids for a futuristic setting and so on. So that engine could be fueling close to half a dozen games. 

There would be a setting where it might be possible to include an app on the Apple Watch to give signal when you are close to a capture target to optionally become a radar if it is possible to set the Apple Watch to a radar alerter (if that is possible) but as the Apple Glasses are supposed to get to the audience in 2027 it is important to get started NOW. Just for reference I believe that the absence of entertainment apps might be a larger reason why Apple Vision failed. And you might have your own reasons for not doing something but two billion gamers cannot be wrong. And as the Pokemon Go is owned by Niantic, Inc. Apple should talk to them now, not when it is too late and Niantic might come up with an upgraded setting to include Pokemon, Harry Potter/Fantastic beasts, even options lie Star Trek or Star Wars where you are a temporal agent trying to capture convicts. The idea tends to be the same but it is set in ‘that’ atmosphere.

And in this same I used the village of Sydney (no idea why) and I placed two worlds there the alphabet gives one and the numbers give the other and it is all managed by one setting. I reckon that Apple now gets the idea on what they need to do and they might think that it is not serious enough, but Niantic has used the idea as Pokémon GO has generated over $8 billion in lifetime revenue since its 2016 launch, consistently earning around $1 billion annually. So when was the last time any company walked away from a billion dollar plus? And that was merely Pokemon’s, now add the other worlds and perhaps create a few more and what is possible then?

Just an idea, I leave it to Timmy the Cook to wake up and watch the others capture the idea because pole is not alone in this field and Niantic could set this to an Android/Google setting and a iOS/Apple setting, they can capture both worlds, so where does that leave Meta? Not sure and I actually don’t care. I gave this wake up call to Timmy the Cook.

So you all have a great day and those game designers who want to ‘capture’ their game to the glasses, good luck. There is nothing more magical then trodding in new waters. And if your game can live there, it is all up to you.

Time for the munchies now, I’m hungry.

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