Tag Archives: Huawei

November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

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October 14, 2025 · 21:08

It was a phrase

Yes, we have that. We see a line and something is not quite right. That is not on the reporter or the reader, sometimes a certain setting merely rubs you the wrong way. That was what I felt when I saw saw Zawya (at https://www.zawya.com/en/business/investment/davidson-kempner-latest-hedge-fund-to-be-lured-by-abu-dhabi-kweef386) giving us ‘Davidson Kempner latest hedge fund to be lured by Abu Dhabi’, personally I see ‘lured’ with a negative connotation. And yes it is personal, with the decade of military training I see ‘lure’ and I think ‘oh oh’, nothing intelligent about it, it is merely instinct. But the setting is “Davidson Kempner has more than $37 billion in assets under management.” Well, if you say it fast, it doesn’t seem like much, but the setting is that these around 60 partners control the setting of 37,000 million dollars and as they pour some of that into Abu Dhabi, the UAE gets a massive jolt of productive energy. And whilst America is roughly down and out, these people (mostly from New York) are basically hiding behind ‘the grass is always greener on the other fellow grave” and there is every chance that they will move portfolios for their customers who have (sorry to say it) greed on the brain. And let’s face it, the UAE is happening, it is a delicious plate of revenue and returns served with a nice decanter of Cognac. As I said it before, Abu Dhabi is the new El Dorado and whilst I showed that the simplicity of a lost and found application could resolve a number of issues in both Dubai and Abu Dhabi, that setting is merely showing us that the UAE is embracing (when the embrace is good) to the implementation of AI in the UAE. Yet whilst that is being said, Reuters gives us ‘First 200 MW from UAE’s Stargate AI campus to come online next year’ with the China escape clause close at hand. And as we are told “During a Gulf visit by U.S. President Donald Trump in May, the UAE signed a multibillion-dollar deal to build one of the world’s largest data centre hubs in Abu Dhabi with U.S. technology. G42 said at the time that the project would be powered by nuclear and solar power, as well as natural gas.” As well as “the first phase, known as Stargate UAE, set to go online in 2026” and “the deal to build the campus has not been finalised amid security concerns due to the UAE’s close ties to China, Reuters has previously reported, citing sources” this is a little weird for more than one reason as the earliest of the Barakah (1 through 4) reactors will come online in 2030 earliest. So what will they do in the other 4 years? Solar and Gas? IO am not sure if that will hold especially as the current plants are feeding the needs of the UAE citizens and I personally have no idea how much surplus there is. I find it amazing that Reuters didn’t dig into that part of the equation. As I see it, the Huawei solution is ‘boasting’ “This AI processor delivers 256 TFLOPS@FP16 and 512 TOPS@INT8 of compute performance with just 350 W of max power consumption. The massive boost in power efficiency is thanks to Huawei’s own Da Vinci architecture” Some shout that the Nvidia solution is more powerful, but at what energy settings? And the press isn’t giving us the numbers, so I have to ask. And this reflects back at the setting of Davidson Kempner. You see, it will go where the markets are and that is their ‘duty’ to the people holding the funds. And as I see it America with their anti-China setting and Europe with their similar feelings are not the places to be. It is a mere phrase set to ‘lure’ but the other setting is ‘good business is where you find it’ and that setting gives Davidson Kempner the upper hand and Abu Dhabi is happy to see them (as far as I know). So give a happy clap to these 60 parts era who are protecting the (greed driven) needs of their customers. 

So as we are given “the Financial Services Regulatory Authority (FSRA) issued a total of 52 In-Principle Approvals (IPAs) for financial services firms, up 27% year-on-year. Global names such as Kimmeridge and Fortress announced their expansion to Abu Dhabi earlier this year” gives the UAE (and Abu Dhabi in particular) the space to breath and they will let the dice roll on the markets and on the return on investment shares because as I see it, those who invested in that place (Yas Island is a good indication) are getting a lot more than a mere simple percentage growth. You just have to look at places like Saadiyat Island to see that this will be the dream of billionaires for the foreseeable future. Not bad for a place that hardly existed on the mind of people a decade ago, now pretty much everyone knows that is it the capital and that it is regarded to be the El Dorado of the future.

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October 5, 2025 · 15:26

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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September 24, 2025 · 05:01

The overlook factor

That is all on me. Or basically better stated, there were other factors in place. First there was the Amazon Luna, the setting was open to them, but like Google, Amazon left billions on the floor. So I moved on, hoping that Kingdom Holding would buy the Google Stadia to further their own capital and throughput to their community. But that didn’t happen either. To see this setting we need to take a step back and look why the Google Stadia ‘failed’. The published ‘works’ give us:

Google Stadia failed due to a combination of a flawed business model, insufficient exclusive games, and poor marketing. Gamers were hesitant to purchase games on a new platform with an uncertain future, especially when compared to established alternatives like Xbox Game Pass. The inconsistent technical performance and the closure of Google’s own game development studios further eroded user confidence, leading to the platform’s shutdown in January 2023. 

In addition we are given:

1. Business Model & Pricing:
Confusing Model: Stadia was both a subscription service and a game store, which confused potential users about what they were getting and how to pay. This could be easily fixed. In my ‘oversimplified model’ I set the idea to an annual setting of $90 dollars, or $9.99 a month, first two months free to counter the purchase of the Stadia. In this setting I am foreseeing an initial annual revenue of $2-$3 billion, after that (during phase 1) the revenue would top up to about $6 billion.
High Purchase Prices: Unlike competitors, Stadia required users to purchase games outright, which was a hard sell for a platform that didn’t have a console.  This item falls away at present.

2. Lack of Exclusive Content: 
Few “Killer” Games: Stadia failed to attract users with a strong lineup of exclusive, must-have games that would justify switching from competing platforms. The stadia will not be competing, it goes in another direction. It still have games, but is part of a tripod of services, as such it has another direction.

3. Marketing & User Adoption:
Poor Marketing: Many people, even within Google, were unaware of Stadia. The marketing efforts were misdirected and did not resonate with potential users. This is easily fixed, the setup allows for a population of 50,000,000 users and there is a business part that will show to be transparent.
Unclear Target Audience: The platform’s target audience was not well-defined, leading to confusion about its purpose and value proposition. I solved that from basically day one.

4. Technical Issues: 
Connection & Latency Problems: While cloud gaming is dependent on internet speeds, some users experienced technical issues, including frustrating delays and sudden crashes, even with good connections. This might be a problem, But if Amazon could fix it, so could Google, were the right settings set in motion? Also, the premise of the Stadia changes, as such some games will not have latencies, only games like Epic Games depend on this.

5. Google’s Priorities & Image:
Lack of Long-Term Commitment: Google’s history of abandoning projects further damaged trust in Stadia, especially after its closure was announced. Optionally no longer a problem.

Unrealistic Expectations: Google reportedly had very high expectations for Stadia from the outset, expecting a scale similar to the Play Store, which may have been unrealistic for the nascent cloud gaming market. This is on Google, the setting changes and as such so does the expectation of things. I expected up to $6,000,000,000 in annual revenue in phase one, after that it could go up to $15,000,000,000 annually, that is a lot better that Microsoft EVER achieved.

Some call me stupid, some call me a dreamer (I might be the latter) but as I see all the tech firms rely on their AI, all whilst Huawei is about to make a move with cheaper options. They are likely to get billions of consumers (1.4 billion in China alone) and as Huawei is pushing through several ides that make Apple and others nervous, they could end up with a massive chunk of it. In the meantime I looked elsewhere and I see the stadia hiding for its own population and there is a chance that China might become one of them, although partnership with Tencent is much more likely. And my idea opens up the Ubisoft schooling setting (I wrote about it a few times) on the stadia as well. 

A setting of $6,000,000,000 is there for Google to activate, they already have the hardware and one of the tripod elements in place. One required Unreal Engine 5 (I don’t know if the stadia can cater to that app need) but that is the setting several left on the floor (and I am not in favor of Microsoft picking up this idea).

So am I a dreamer or are the Tech giants running like Greyhounds after the AI bunny in a spinning retrace? I leave it up to you to decide. But as I see it Google overlooked a massive optional population and now as the game is about to change, Tencent might actually become the winner of that tally. Have a great day and enjoy the coffee this morning.

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September 5, 2025 · 06:14

The alternative way

I was contemplating the issues of Data privacy and particular the issues around US customs and their intrusion on your data issues. I had a few issues with that and as America is now the least reliable side of the matter I decided on a few techniques that might allow evasion of this. This morning I decided to look a few things up and I paused at Wired (at https://www.wired.com/2017/02/guide-getting-past-customs-digital-privacy-intact/) and I got to ‘How to Enter the US With Your Digital Privacy Intact’ where my suspicions were greeted with the ideas that had not been thought of. You see I am a great fan of ‘non-repudiation’ and that gave me the idea. What if you had the greatest of data insights? What if part of this locking and unlocking the data is for example your library card? This gave me two settings. The first is the magnetic strip, you see, you never think of this and it is what YOU make of it. The first setting is that a bank card has three tracks on a magnetic strip and they are for the most employed by banks when they need it (like ATM), but that setting could be altered for YOUR needs. The second part is what the card looks like. We can use these two elements to take a new page out of a book. 

So this leaves us the corporate way and the personal way. 

As a first, we get to copy the details you need (like a contact list, app list and personal lists). The second part becomes copying hat you need to a corporate server, encrypted data that is merely there, like a backup. So how is that dat secure? Well we get to the next stage, we take one or two cards you have on you. One with a magnetic strip, one as a card (could be business card, could be staff access card, or even your library card). You will keep it on you at all time. And third a personal access number (up to 12 digits) This gives you the setting of non-repudiation.

Now we travel to a ‘no one cares where’ place in America and you pass through customs, without phones or laptops. Just a regular joey. And in the American office you go to the security office and download the essentials. Now this merely makes sense for the people who needs this. So it is not for everyone in the first stage.

You pass the credits to a scanner and there is your data, your essential data that is. Kept safe from peeking eyes, and there is a growing concern that this is becoming more and more essential. We seemingly are ‘held’ to the dangers of YOUR data, but I reckon that America is now gaining an essential need of Digital IP that they can ‘embrace’ for their broke settings soon enough. Only for you to lose the fact that your IP was hijacked and no one knows who or where. But that is the setting that I am seeing now. They need IP to survive the next year and why should they be allowed your data? At present we see nearly everyone giving us “Chinese theft of American IP currently costs between $225 billion and $600 billion annually.” But I am not so sure. We get the ‘victims’ that Nokia and other brands, all whilst Huawei is far beyond what players like Nokia and others can produce. Is there IP theft? Yes, I know there is but from fashion brands like Gucci (it might be IP brands) but the markets are making a killing on $15000 Gucci bags, now for sale in the markets at $179 dollars. As I see it, the new settings allows for America to steal what they need to avoid having to not pay their interest bills. Now this is allegedly, I have no evidence. But the setting as I see it is quite real, as such I devised a way to avoid becoming a victim. The best option is to avoid America all together. Possible for me, but not for everyone and should I get that decently paying technical support job, then I will end up working for a US firm (hopefully avoiding the US altogether) but I am not holding my breath on that. 

As such I came up with this, a first in this task. There are two settings. The first is the data and the second is the hardware. The data I describes and I am a firm believer in non-repudiation. The hardware is different. You se, the movies have this nice clean crisp solution, but we are barely there. There was Ultraviolet (2006) where we see a foam phone printed and folded. We are already at that stage where we can do that. The printed foam cover is possible, there is still the setting of the battery, but that could be overcome. We merely set the LCD print board to include the display, you won’t have a camera setting, but that wouldn’t be needed. We get the setting that the devices go back to their original platform. So you have (if needed) a camera, a battery, and whatever more you need. The printed phone will interact with it all if needed. And wouldn’t it be nice if Huawei gives you all that? American stupidity forces China to give us the next need to innovate. That is irony the size of the Titanic (in action). 

You get one republican idiot forcing the world to turn to its life long enemy (President Nixon doesn’t agree with this statement), but that is for tomorrow. There is of course the real setting. Do we still need America? They are so in denial about what is real that the current tourism news is given to you by YouTube (optionally TikTok too). 

As such my mind went wandering into the data safety setting and as the article is giving you, others have preceded me. But for now, corporations will need to adapt that same policy before they lose the data they have and personal data is currency, one that America shouldn’t possess. As such I wonder at what point these firms will avoid America altogether, setting offices up in the UAE and Saudi Arabia. And now that it seems that India is turning to Russia and China for their oil, they are likely the first to change venue towards their BRICS partners. The EU and the Commonwealth are next. As such Canada, Australia and the United Kingdom will result into making these jumps, to what extent is impossible to predict. I reckon that it depends on how they are depending of America as such. It will be a fluctuating field. But what is true is that more and more people are seeing the hardships that American corporations faces. GM has shed nearly 20,000 staff from 2018 onwards. ‘Tesla to cut 14,000 jobs as Elon Musk aims to make carmaker ‘lean and hungry’’ and that is merely in the last year. In the last 2 months we were told that Microsoft is shedding 9000 jobs. That’s over 40,000 people in merely three corporations and when we seek harder answers. Only Yesterday did Fortune give us ‘Ray Dalio says ‘most people are silent’ because they’re afraid to talk about what’s really happening with the U.S. economy’, I saw this setting months ago and the media is avoiding the issues as they are allegedly being held hostage by advertisement revenues. We aren’t given the real deals and I am not sure where the real deal stands. According to the media the setting is ‘US economy has likely stalled, with 50% risk of recession in 2 years, says Barclays’ in the meantime we are also given ‘US Economy: Jobless Claims Rise, Trade Gap Widens’ and ‘Stagflation & Recession Risks Loom Large Over US Economy’ with sources like UBS (allegedly relying on hard data), UBS gives us a 93% recession risk. If this is true, how does the Barclay setting make sense? I get it, talking about issues in two years time doesn’t mean that the risk is low in the next few months (it could be 100% by November). UBS gave three red flags, so there are all indicators. And the setting of Stagflation becomes the ‘norm’ Which gives us that growth is slowing, but the prices are rising. I am merely voicing what others are saying as I am not an economist. I reckon this is the second bullet that Canada is seemingly dodging as they elected Mark Carney (formerly Marky Mark of the British Bank). I’ll take his word over President Trump’s claims any day of the week. Moody’s speaker Mark Zandi gives us “we aren’t in a recession, but on the precipice of this recession”, OK, I am willing to go along with that, but merely as it seems sincere and I have no economic degree (Mark Zandi apparently has a stack of them). The problem is that these two sources highlight a rather large issue and the media is skating around them, they are avoiding the issue to get their alleged hands on advertisement revenue. It becomes an issue to see the real data and that is where you want to pass your IP through the borders? Not in my lifetime. I am likely to get a nice bonus if I just hand my IP to China, which sounds a lot more promising than trusting that America will do right by me. According to Zandi a third of America is already in recession or close to it and when we add the Tourism numbers I am seeing a grim picture, one that makes me plan my next vacation (whenever I can afford that one) on Yas Island in Abu Dhabi, UAE and not in America (ever). The Bank of America is blaming this on Tariffs (what a surprise). As such you might wander what one thing has to do with the other. The principle we are currently seeing at the America borders is the identification of HVT’s (High Value Targets), the second setting is IP. America needs trillions and one way to get these is by hijacking IP (making America the sole distributor of YOUR IP) Is that rally the way to go? Why don’t we ask the EU, Commonwealth and China on that issue? I think this is the one case where these three sides will speak (agree) in unison and I saw the setting coming over a decade ago and it is all over my blog. So why wasn’t the media this informative? I will let you decide.

But believe me that your IP and your personal DATA require protection and in a non-repudiating way. As such my mind went tinkering to what is possible and securing and keeping your data online was a first stop. I call it alternative way and that has a way of becoming the only or main way soon enough. 

Have a great day, I’m now a mere 90 minutes from breakfast.

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September 3, 2025 · 16:39

About the fish

Yes, it is a little weird, but that is the setting I faced today. In the dream I saw several metal masks of Sam Fisher. At first they looked like cheap pewter toys. But when I tried one, it didn’t fit, it was a mask for a child no more. I was a mask in two parts. The face and the mask and when you place it in an aquarium, the face and mask combination makes it partially float. It was the setting you do not see that makes it eerie. You see, you place the blood worms in the face and when the head gets submerged the bloodwork’s are gradually released into the aquarium. The fish start attacking the face of Sam fire, but after a minute you see what is going on and that is the setting of the mask. This made me think. What if that is the next marketing setting? Not about Sam Fisher, but the setting that marketing needs to embrace that marketing toys need to have a larger release setting. One that is kept in the house. Like the deadman chest in Pirates of the Caribbean? In Japan fish are big (not just on the diner table). You see According to Vastu principles, an aquarium is considered to be a powerful tool for enhancing positive energy and promoting harmony and prosperity in the home. The Vastu principles are about blanching the elements (air, water, fire and earth) as such the aquarium is in principle an item that gets the focal point in a home. And some marketeers are seeing that as a place to market their goods. It doesn’t get into the house, but if it get there it is almost guarantee to hold that focal point for some time and that reverberates in gaming too. Consider that this place will get a nice ticket and then is placed in the homestead for months at a time. That is what marketing should be embracing, not the idea to get to EVERY homestead, but where you get to go, hold that attention point for a lot longer than anyone else.

That same principle could be applied to the aforementioned head as a feeding point for fish.

Now, that does not make this the best idea, but considering that more people have something a lot smaller, the idea puts a smelling on the face of any marketeer that wants to see long term visibility. It could be anything, from a simple marble looking Oracle logo, to a submerged GTAVI car, completely broken. Marketing has plenty of options, what I wonder was that so many ignore the millions of aquariums in the homestead. A place where you place something one and then just accept the view it gives. Seems like a lost opportunity for the right marketeer. 

I want to write more about what Google got handed to them, but I wanted to explore a few more avenues on that setting. It is not as cost and dry as it is and for Justice to play this hand is a little about what comes next and I am curious as to how Justice will thwart the equations of Google data by Tencent and Huawei, because there is a story there. Especially as China is flogging of excess data centre computing power. I reckon that this will have some correlations over time. Jut like the aquarium space that was ignored by most. I am certain that China never overlooked that part of the equation. Did the Justice department make a boo-boo?

Have a great day

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September 1, 2025 · 17:07

The enemy of my enemy is my ally

That is the setting America is coming to know as the great downfall. The BBC gives us (at https://www.bbc.com/news/articles/c0mlen3grx7o) ‘Reeling from Trump’s tariffs, India and China seek a business reboot’ We can say it is a storm in a cup of water or take this seriously. I made mention of it yesterday, but I gave it a mere passover. It is not the most exciting of settings, that is if you merely adjust it for triviality. This namely has two settings, the first (the one America hungers for) is “The US was India’s top export destination in 2024, with shipments worth $87.3bn.” The other was gives us that India exported (until near future) “India Exports to United States was US$79.44 Billion during 2024, according to the United Nations” As such China now sits in the seat where China could replace America for up to $60B (they won’t get 100% in the first three years) and China gets access to up to $50B on route from India to China. There is a lot to be made and that will give Walmart pause to consider where to get the cheap stuff they love to flog to their customers, and as I see it Walmart has no real replacements there, when China starts to throttle the revenue of Walmart, America can kiss goodbye to 90% of their employment population, merely 90% of 2.1 million employees. A setting on top of the defense losses, tourism losses and the other losses that America now faces. A rare event of handing a larger win to China. And that opens other doors too. Huawei will be given access to Indias markets and as Indias data centers will adjust to Huawei, America markets will have dried up to close to 15% of the global population and there the other losses come to bear. 

So as we are given “Experts say the levies threaten to leave lasting bruises on India’s vibrant export sector, and its ambitious growth targets. China’s President Xi Jinping, too, is trying to revive a sluggish economy at a time when sky-high US tariffs threaten to derail his plans. Against this backdrop, the leaders of the world’s two most populous countries may both be looking for a reset in their relationship, which has previously been marked by mistrust, in large part due to border disputes.” Even as India has ‘mistrusts’ as the BBC phrases it, The setting is a much larger stage than anyone realizes it, so you better believe that the CCP (Chinese Communist Party) will be playing exceedingly nice. Not just because of what they will gain, but because of what America will lose in addition to this. As I see it, the Indian intelligence settings will get an immediate infusion of Chinese hardware, as such the CIA will be close to blind in the next month or so, they are kept in place whilst they will scramble for additional resources and people to thwart what India and China are starting. Their (CIA) blame game will come to new operations and we get to watch from the safety of distance as America is shooting arrow after arrow, optionally missing whatever target they are aiming for.

So whilst we were given “India was never going to be the bulwark against China that the West (and the United States in particular) thought it was… Modi’s China visit marks a potential turning point.” They are forgetting two elements in that setting. It was never a bulwark, it is a population of revenue, options for the Chinese markets to enhance and the import of Indian goods will also bless the Chinese population. On the other hand, Chinese hardware will grace the Data Centers they now have and will get over the next two years, that is a significant drain to American revenue. In addition to this, India will get to consider Chinese defense contracts and that will bolster their revenue too. In addition there is a larger setting now for Saudi Arabia to get into the field with the Defense hardware they can sell and that is another blow for America. 

And as The CIA gets replaced by the Ministry of State Security, they will get a much larger stage and when the Chinese counterparts shows that there is a lot more information they can get access to, the CIA options will dwindle down to next to nothing. As such this game was misplayed by America to a larger extent. You might think I am holding on to a 7-2 hand and I grant you it is the worst hand to have, but when the game comes to Canasta, it is out in the open what a bad hand is, because if I get either a 7 or a 2 and the pile graces one of the other cards, I could get a massive influx and China can sweeten the pot there. It is all just a video game (a reference to yesterday) and it only required people to think what was going on in a dome setting, because the other two domes could have represented the EU and the Commonwealth. Now India as a Commonwealth partner could get a more impressive seat and that was the ballgame. The Commonwealth needed an alternative as President Trump was no alternative at all, not with its 51st state bickering. Now America is dealing with additional fears, because Canada with its 8,891 km wall bordering America, oh wait, it isn’t there yet, it is on the other side and now with the dangers of a Chinese base just north of it, the Trump Administration will be playing duck and cover (ask Bethesda). And that is after they learned a hard lesson with Cuba, they get to swirl and pay for the protection they need, oh wait, they have no money left. Sucks to be America at this point. 

So whilst America is figuring out what dreadful hand they gave themselves. The larger setting is that with China the Commonwealth now has options, it is not nearly as dark as the America play presented it to be. I merely need to go back to the Huawei setting. We (most of us) thought they were the bad guys, we need to realise that the ones giving us the data was America and the greed driven population who were depending on American hardware nodded yes. Still I have never seen publicly voiced evidence of what Huawei was guilty of. Mere ‘could become’ and ‘we think’ not evidence of a credible nature and now China will get a first setting of handing America its walking papers to the larger stage that we are privy to.

Have a great day.

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August 22, 2025 · 04:33

The anger plug towards reason

That is at the moment my setting. To get that feeling you need to see the settings. First there is SBS News (at https://www.sbs.com.au/news/article/trump-tells-zelenskyy-that-putin-wants-more-of-ukraine-drops-ceasefire-demand-after-summit/wmasymz0g) which gave us on August 18th “US President Donald Trump says Ukraine should make a deal to end the war with Russia because “Russia is a very big power, and they’re not”, after a summit where Vladimir Putin reportedly demanded more Ukrainian land.” With the dead on perfect answer “Zelenskyy rejected the demand” and six hours ago, the BBC gives us ‘Russia launches biggest wave of strikes on Ukraine for weeks’ (at https://www.bbc.com/news/articles/c62wj8yje2eo) with the sub-line “Russia has launched 574 drones and 40 missiles on Ukraine in one of the heaviest bombardments in weeks, Ukrainian officials say”, as well as “The attacks came as US President Donald Trump spearheads diplomatic moves to halt the war. Ukrainian Foreign Minister Andrii Sybiha said the strikes highlighted why efforts to bring it to an end were “so critical”.” This was the setting all along, Russia was never interested in any seize fire, they have too much vested in this war and President Putin needs to show a face of victory. To arrange that, President Trump arranged for a culling of the CIA. The economist (at https://www.economist.com/united-states/2025/08/21/donald-trump-has-purged-one-of-the-cias-most-senior-russia-analysts) gives us “On August 19th her career came to an abrupt end, when Tulsi Gabbard, America’s director of national intelligence, revoked her security clearance, along with those of 36 other serving and former officials accused of “betray[ing] their oath to the Constitution”. Mr Trump’s administration has previously used its control over clearances as a political cudgel against retired officials”, as well as “In June Mr Trump also attacked leaked intelligence assessments by the Defence Intelligence Agency which contradicted his claim to have destroyed Iranian nuclear sites. The CIA has a long history of delivering unwelcome news to presidents—its dissenting analysis during the Vietnam war in the 1960s and the Iraq war in the 2000s resulted in repeated clashes between Langley and the White House—but this level of retribution is unprecedented. “It is hard to overstate the impact on morale,” says a former colleague of the CIA officer. “Everyone is so afraid and looking over their shoulder, asking am I next?”” So whilst we are given this, the BBC also gives us “Ukraine’s air force counted 614 drones and other missiles fired by Russia overnight into Thursday and said it had stopped 577 of them. It is the biggest air attack since July.” The timeline fits the setting. Russia’s losses are starting to mount up towards a ‘too heavy to continue’, Russia might be getting material support by several parties, but the price might soon be the total of their oil reserves and that was not what President Putin was after. Remember how this was a 72 hour run for the Ukraine? We are now in day 1275, we are approaching to the length of WW2, and as it seems Reuters reported on August 18th ““I think we’re pretty close to a deal,” President Trump said, adding: “Ukraine has to agree to it. Maybe they’ll say ‘no’.”” Well, you can bet your house that President Zelensky wasn’t going with that idea. The entire ’peace talks’ was a mere ruse for the largest bombardment to continue. As I see it, President Trump really earned the nick name that 2026 will bring us all President DumbAss. But the larger play is now also coming to light. With the EU (and NATO) busy setting the borders against Russia and Russia having lost too much, and no one will take America serious at this point. China can now sweep the planet, they never dd anything wrong and with the blisters of Huawei bright on the memories of the Chinese, they can sweep the planet. Join China or live in the mess they themselves made. That is the larger setting for China, the UK, Australia and India to join the Chinese collective. New Zealand will abstain, but they are a small nation and no harm to China, as such China will make large trade agreements with New Zealand. That is the reality that 2027 will bring.

China saw her three contenders fight, so he let them and as the EU weaken Russia and America no longer cares, it takes itself out of the equation. Three opposers to the Chinese setting they all dwindles themselves to nothing, China won by never firing a shot. And the CIA is about to crumble there too, with compliments by President DumbAss. It is about to become a whole new world. Oh, and Russia? China will take care of that the moment they makes one wrong move. Did you think that 3.2 million troops including their 660,000 paramilitary troops have been sitting on their hands? Russia wasted most of its 1.32 million active soldiers, 2 million reservists, and 250,000 paramilitary personnel on a war with the Ukraine they never needed to have. As such the losses makes China the only power to consider and BRICS gives them protection from the only army with enough manpower to slowdown China, namely India. The America Army is busy arranging the red carpet for a war criminal. As for the Russian losses at present

Have a great day, I recommend you brush up on your Chinese rather soon.

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August 1, 2025 · 04:58

The accusers

I saw a message fly past and it took me by surprise. It was CNBC (aka Capitalistically Nothing but Crap) and the accusation was ‘Microsoft and Amazon are hurting cloud competition, UK regulator finds’ (at https://www.cnbc.com/2025/07/31/uk-cma-cloud-ruling-microsoft-amazon.html) with “The regulator is concerned that certain cloud market practices are creating a “lock-in” effect where businesses are trapped into unfavorable contractual agreements.” So, that’s a thing now? The operative word is concerned. So, is this the way former Amazon UK boss, Doug Gurr, on an interim basis is showing the world that he released the chain and necktie from Amazon?

There is ‘some’ clustering and as the setting is advocated by some the score at present is “AWS holds approximately 29-31% market share, while Microsoft Azure has around 22-24%, and Google Cloud holds about 11.5-12%” The only surprising thing here is that Google is remarkably behind Microsoft by a little over 10%. Nothing to be worried about, but still the numbers set this out. The infuriating setting by the the CMA giving us “The CMA recommended a further investigation into Microsoft and Amazon under a strict new U.K. competition law to determine whether they have “strategic market status.” I am not ‘attacking’ the CMA, but as the old credence goes “Innovators create corporations, losers create hindrance for others” I suggest you take that as it goes. 

Yet there is more behind this all. Forbes gave us last week ‘Microsoft Can’t Keep EU Data Safe From US Authorities’ (at https://www.forbes.com/sites/emmawoollacott/2025/07/22/microsoft-cant-keep-eu-data-safe-from-us-authorities/) where we see “Microsoft has admitted that it can’t protect EU data from U.S. snooping. In sworn testimony before a French Senate inquiry into the role of public procurement in promoting digital sovereignty, Anton Carniaux, Microsoft France’s director of public and legal affairs, was asked whether he could guarantee that French citizen data would never be transmitted to U.S. authorities without explicit French authorization. And, he replied, “No, I cannot guarantee it.”” And this is how Microsoft faces a near death sentence by the American administration. So much so that Microsoft seemingly is creating a data centre solely for the EU. Julia Rone gave us last year (late 2024) “It has been well acknowledged that the European Union is falling behind the US and China when it comes to cloud computing because of its lack of technological capabilities. In a recently published article, however, I argue that there is another important and often overlooked reason for EU’s laggard status: the persistent disagreement between different EU member states, which have very different visions of EU cloud policy.” I take that at face value, as I am considering (through mere speculation) that these member states are connected to American stake holders in media trying to hinder the process, but that is another matter.

So as we see ““Microsoft has openly admitted what many have long known: under laws like the Cloud Act, US authorities can compel access to data held by American cloud providers, regardless of where that data physically resides. UK or EU servers make no difference when jurisdiction lies elsewhere, and local subsidiaries or ‘trusted’ partnerships don’t change that reality,” commented Mark Boost, CEO of cloud provider Civo.” It makes me wonder how America is different from the accusations that America threw in the face of Huawei. It is like the pot calling the kettle black. And this also gives wonder where the accusation against Amazon and Microsoft ends, because the cloud field is seemingly loaded with political players. They all see that data is the ultimate currency and America (as it is near broke) needs a lot of it to pay for the lifestyle they can no longer afford. In Europe the one that stands out (at least to me) is a firm I looked at in 2023 and it is growing rapidly. It is Swedish and not connected to any of the three and could become the largest in Europe. Its long-term vision involves operating eight hyper-scale data centers and three software development hubs across Europe by 2028, employing over 3,000 people. By 2030, the company aims to operate 10 hyper-scale data centers and employ over 10,000 people. There is too much focus on 2030, as I see it the American economy collapses on itself no later than 2028 and as I speculatively see it, it will drag Japan down with itself. That setting required a larger acceleration in both Europe and Asia as America will not play nice as per late 2026. At that point too many people will see where showboat America is heading too and the reefs in that area will be phenomenal. So, as I see it, the entire political swarm behind data centers and fictive AI will require a whole new range of management and I reckon that players like Amazon and Microsoft have never been dealt these cards before, so I shudder to think what will happen when it faces accusations from the EU, the CMA and others. This aligns with the accusation (from one source) giving us “An antitrust complaint filed by Google to the European Commission in September 2024, alleging that Microsoft’s licensing terms unfairly favor its own Azure cloud platform, making it difficult and expensive to use Microsoft software like Windows Server and Office on competing clouds.” I wonder, didn’t Microsoft played a similar game with gaming?

So whilst the infighting is going on on a continued setting, I wonder where Oracle will end up being? As I see it this is rather nice, but I am accusing myself at this point that we aren’t face with a tidal wave, but merely with 5 cups of tea all stating there is a storm happening and whilst the teacups are talking to each other and showing how bad the storm is, the reality is that it is not smooth sailing, but seemingly as close to it as possible. For that you need to see where Evroc is standing, where it is going and how fast it is achieving this. The second market is Oracle, how it is progressing and who it is partnered with (pretty much everyone) and these two elements show us that there are governmental captains stating that their pond is in a dreadful state (whilst presenting their cup of tea as a much larger pool then it is) the corporate captain stating there is a storm brewing, but absent of evidence and the media is flaming every storm it can so that they can get their digital dollars. But consider that Oracle is presenting good weathers and there are alternatives whilst the media actively avoid illuminating Evroc, with only TechCrunch giving us in March “Amid calls for sovereign EU tech stack, Evroc raises $55M to build a hyper-scale cloud in Europe” there were a few more and they are all technical places. The western media is largely absent as there are no digital dollars to be made here.

So consider what you see and try to see the larger picture, because there is a lot more, but some players don’t want you to see the whole image, it distorts their profit prediction. So did you see the little hidden snag? Where is Huawei cloud? Whilst this is going on ‘Huawei hosts conference on cloud technology in Egypt’ where we see that “the event drew more than 600 government officials, business leaders, and ecosystem partners from over 10 countries and regions”, as I see it, this is a classic approach to the “While two dogs are fighting for a bone, a third runs away with it” expression. So consider that part too please.

Have a great day.

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July 27, 2025 · 21:42

Forgotten greats

That is where I saw myself. Thinking of a near forgotten great. It was 1935 and a relatively unknown director (in those days) it was his second movie for a new firm and that movie, the setting have been burned into my memory for over half a century. It takes a lot for something to happen to anyone. I am talking about the 39 steps. Even in 1935 the dangers of industrial espionage were seen as monumental and today this is worse. So as I see it. Based on the book by John Buchan, 1st Baron Tweedsmuir the movie by many that matter is seen as an absolute masterpiece (one of them is Orson Welles). As such I see a setting where someone can sort of rewrite the story to be more contemporary. The indication quote given in the movie is “The 39 Steps is an organization of spies collecting information on behalf of the foreign office of…” and we never heard the end because mr Memory was shot at that point in during the public performance. The act out of clear fear is a setting that should not be underestimated. Now, I would love to have a bite at that, but I already have three more running originals, one is a miniseries, one is a story in three seasons and one is an open endeavor spanning 3-4 seasons for now. As such my hands are full and the first work hasn’t even been sold yet. That one is a movie meant for Arabic streaming channels. As such, I need to hand it over to someone who feels frisky to go up against a great like Alfred Hitchcock. Trying to equal this masterpiece is already a herculean task, surpassing it will be close to impossible, but do try, I challenge you.

Consider the settings we have now. NIP (Near Intelligent Parsing), ‘AI’ advertisements by Facebook (or Meta) and that is merely the start. We have woke ‘idiots’ and we have religious nuts, take in measure the settings of a political administration that shoots itself in the foot, the disability of acting out against Russia and everyone is considering the yellow peril (aka China) setting the new frontier. All elements that can make a massive impact in a storyline. 

So as we consider the IP that is starting to make waves (Hyper-loop, AI (aka NIP)) and that is intertwining in western, eastern and Arabic settings. If that doesn’t make for a compelling story, it is out of my hands. Oh, and before you think it is merely governments. Consider the settings that Google, Microsoft, Meta, TikTok and Huawei take on the global stage. And they all want the same thing whilst aiming for similar goals. 

I think there is enough space for a rewrite of the 39 steps, the politics, business and technology are setting the stage that all want to ‘enable’ empowering that setting. And even as the 1935 original was merely implying that setting. Consider that we were given this month “Chinese theft of American IP currently costs between $225 billion and $600 billion annually.” Yet that is a two way stream. As I see it, the west has close to nothing to counter the innovations of Huawei and there is more. So what happens when a ‘dedicated’ corporation merely sets the goals towards profits and become the axial of all this? A sort of SMERSH in real life (like Bond faced in the 60’s) but there is no need for Mr. Memory. So what happens when data sets are given to OpenAI (or ChatGPT) and that system links (falsely or not) the parts that matter? So what happens to the overseers of such a system? I am merely opening doors for someone to pick up the quill and parchment (a laptop is so passé) but the idea comes across I hope. And considering last week, news with the alleged hacks by Violet Typhoon, this movie plot could thicken.

So what happens when that is the setting towards the conclusion, the middle is the start and during the movie you get start to middle in segments and that goes towards the conclusion of someone getting to the end of the story. My idea is that this could make a magnificent movie with a woman in the lead. Perhaps Florence Pugh, Jenna Ortega, Sydney Sweeney, Anya Taylor-Joy, Saoirse Ronan, or Elle Fanning could be cast. You see, this needs to be a ‘younger’ actress. As I see it under 30. A side story would be that she is into climbing, a loner that is driven to succeed in her IT/Consultancy job. Oh and these are merely characters I know off, there are plenty of actresses that could apply. I am merely thinking of the type, not the exact character and I think that this is meant for the one taking up the baton. Would be great if a Canadian or Nordic picks up that challenge. And I got a few more ideas. It could be set against actual political events of 2025. As I see it, this movie makes a massive impact if the movie starts with:

This movie is entirely fictional, any resemblance to actual persons or events is purely coincidental

As a wink to the 1932 claim against MGM is entertaining enough, but when you base this on 2025 events it will gain traction by millions of conspiracy theorists who will drive the movie along making a lot more interested in seeing this work.

A simple setting that should make Alfred Hitchcock wink at the writer and director, in equal measure Orson Welles would applaud the setting as it is a wink towards The Night That Panicked America and the October 30 1938 broadcast it was based upon. It was one hell of a peekaboo. 

I reckon this can be done again and nicely on the bog screen. So if you reckon to be a script writer, here is your chance.

Have a great day. Another fine idea released before Monday morning.

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