Tag Archives: Huawei

August 5, 2024 · 13:28

How right I was

I knew I was right. It wasn’t merely my own conviction of self, it was the exposure of two sets of ‘evidence’ as given by some media. The first was my view of gaming, mobile gaming to be presenting the ‘evidence’ Even as it was an ‘advertising’ of the events. It still shows that I was right. You see gaming always pushing the view forward and they forgot what they left behind. I tried to warn Amazon of this, but did they listen? I fear not. Yet that setting now gives Tencent an approachable 5 billion annually as well as give their Tencent Cloud Streaming Services (CSS) an option to not just break into cloud streaming, they also could be handing their TGP (Tencent Gaming Platform) Box a play for the title role in gaming platforms within a year. As it goes forward the TGP will not be an unknown, it will grace third position nearly instantly with only Sony and Nintendo to pass afterwards. I reckon that within 2-3 years it will surpass Sony and Nintendo after that. The benefit for Tencent will not be replacing these two, it will mean that they will be placed next to either or in some cases both. That was the setting that Amazon faced. Yet whilst they heralded ‘Amazon Luna adds more than 40 new games, all from GOG’ last month, they failed to see the larger picture and now Tencent and their TGP are optionally set in a world where they surpass the streaming game providers nearly instantly. Amazon only had to look at the historic market and considered what was possible. Yet their executives didn’t look (apparently) further than the length of their nose and non of them had the nose of Cyrano de Bergerac (or C.D. Bales for that matter). The resulting setting is that Tencent (or as the US fears, China) now gets a new area with gaming Europe and the Middle East as new customers. Another field that the US (with assistance of a short sighted Microsoft) where they hand the keys to a Chinese company. And they did this to themselves. I opened the door by informing Amazon in November 2022 that this field was approachable and ready. So what do we see three days ago in the Financial Review? They title ‘Amazon shares drop as AI costs spook market’ is merely one part, the underlying “investors have signalled growing impatience with tech companies’ efforts to profit from their massive investments in AI”, as well as “Andy Jassy has been cutting costs and focusing on profitability in Amazon’s main online retail business while spending heavily on AI services, which the company has said represent a “multibillion-dollar revenue run rate business”” and all along (for at least 21 months of options towards an estimated $5,000,000,000 annual revenue ignored. How that for captaincy of a ‘Big Tech’ company? And as I saw the gaming precedency go in all directions except for the right one I see that my vision was correct all along.

In a place here they got to drill into new customer places they handed it all to the Chinese opponents. Yay to shortsightedness. 

The second part is a little harder to spot if you do not look in the right direction. That being said, there are a few debatable sights to that. In the first it is my interpretation of these layered facts and if proven right it is less of an issue. Yet I believe that Facebook set the larger premise by not properly investigating the ‘evidence’ they claimed. Their short sighted overseeing hat is going on (relying on ‘their’ AI) and not properly looking at the ‘rules’ or policies they have implemented now gives rise to an altering consumer base that could skip town (their platform), optionally handing a decent chunk of their customer base to Tencent as well. It will not drown them. But answer me this, if you have to report that 10% is skipping your platform. How many shareholders will be happy with the underlying speculated statistics that we get is “The company estimates that 4-5% of those accounts are fake, meaning there may be as many as 150 million fake accounts.” these are the numbers from Facebook. Yet the ‘reality’ from some is that it is 10%-15%. Now consider that these numbers remain and the percentage over the 100% base becomes a number over their ‘new’ 90% base. As such the new base is that it becomes 111% and I believe that 120% is more realistic. Now consider that every investor paying X mounts of dollars now hands their money to 8.3% non valid accounts. It sets the new premise to nearly one out of 10 advertisements misses the target completely. How long until they have to drop prices or actually resolve that issue whilst millions are going somewhere else. That was the second premise that Amazon missed and now we have a massive larger issue. Tencent seemingly has a larger target. In the first to gain their new consumer base all over the world and Facebook (and others) start losing market share. If you think this is nothing ask Microsoft (edge) how they faired against Chrome and whilst they will deny any losses consider that Edge only has a 5% market share against Chrome 65% and Safari 18%. Take that into the settings. Considering that Tencent has a larger reason to promote Harmony OS. A stage that would make China happy as a clam. It will not have a short term impact in view, but in this all Android users in several nations will now have an option to switch Android devices. And the Apple case that is before these courts (se yesterdays article) merely strengthens the premise. I reckon that the Eastern Europe, African, Asian and Middle Eastern countries have a first impact and in that setting  America is the first to lose global market share. This last bit I gave you is highly speculative, but as my settings are confirmed I feel that this is a direction is a valid one. And it is all founded on two players (Amazon and Facebook) let is happen on their watch. Don’t believe me, feel free to read the articles I put on my blog from November 30th 2022 onwards (and several before that). The captains of industry and their governmental tools believed their own spin (read: marketing BS) and took what they spun as ‘truth’. All whilst there were visible parties out there. 

Granted, I am talking in my own street and that is also debatable, but you could read up and conclude for yourself. As such two elements handing billions of revenue that certain players left lying on the floor and I have no non-existent AI, merely my own noggin and it is working fine, thank you very much.

Enjoy this Monday.

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August 4, 2024 · 21:00

The judge shouldn’t

I have two things on my mind. The first is the Olympics. I do not follow it every second, but I was ‘witness’ to two events. The first is a Canadian swimmer, I refer to her as Funny Flounder. I have a thing for alliteration. It is Summer McIntosh. This 17 year young swimmer, on her first Olympic challenge got 3 golden medals and one silver one, she also broke a few of her own world records. I reckon that over the next 6 Olympics she will win a lot more. It is amazing that any person at that age can have so much drive and focus. I know I have focus, but I could never achieve that result in any discipline, not even when I was in the height of my fencing days. Then there was the Dutch Femke Bol. I saw her in the last half of the leg she did, going from 4th to 1st and win the golden medal. I have never seen such an achievement and I am happy I did now. Yet, this was not what was occupying my mind. 

On my mind was the article (at https://www.khaleejtimes.com/business/tech/apple-asks-us-judge-to-toss-antitrust-lawsuit) where we see ‘Apple asks US judge to toss antitrust lawsuit’ we are given that it is one of five blockbuster monopoly cases pending against Big Tech companies. It was a story originally by Reuters. We are given “a lawsuit by federal and state antitrust regulators accusing it of illegally monopolising the smartphone market, saying the case would have a judge redesign its popular iPhone”. Fist off, I am not an expert on anti trust lawsuits and it will probably show in a moment.

I stand by Apple in this case. You see these people are in a wrong state of mind (and then some). I do not have an iPhone, I am an Android person and I will remain an Android person. I have nothing against Apple, I have had an iPad since the very first generation in 2010, it my present from me to me to use in University. It never let me down and in 2020 I replaced it with the iPad Air. 

The first never let my down until it was replaced and I am happy with this one too. So I do like the iOS system. My issue was that the world was eager to play down the iPhone for too much and in an age of wannabe’s thinking of their ego we saw the iPhone take the market by storm. It pretty much destroyed Nokia, Motorola and Microsoft (yes they had a mobile once). It headed ahead of Samsung (a brand I hate) and made short work of Google Pixel and Huawei with their assortment of mobiles. Actually the US government reduced the market share of Huawei. So to these antitrust regulators I state ‘Screw you’ (with a clear lack of anti trust laws). You see whilst the others were propagating their own ego’s and hide behind marketing presentations that were there to ‘appease’ the share holders, Apple did something else, they approached the customers, they listened and approach clients with presentations and newish innovation. So whilst they did that and released the ear buds and the smartwatches, the people looked and listened and joined the iPhone crowd. And there is more, The Sherman Antitrust Act of 1890 has ben around for a while, so where were they when Netscape was murdered by Microsoft? We have United States of America v. Microsoft Corporation, 253 F. 34 as well as the overturning in 2001, after 11 years in court. There is a difference. Apple created iOS in a presumed (by me) towards the IoT (Internet of Things) and Apple has always heralded interconnectivity on their systems. I have two really bad issues with Apple, but not with my iPod and iPad, they always functioned perfectly. 

This matters, because the US regulators are apparently fond of shooting themselves in the foot. 

And that is what will happen if a judge redesigns its popular iPhone. And the setting (as I see it) is that they never minded anything as Apple stayed in its niche market, but now with the smart phone it is different. You see ever since I looked into matters (around 2011) I saw that the stage was going to change. Mobile devices were going to be generic with optional simplified hardware, the power as going to be the software. So 5 devices and one program solution and for the most that is coming to pass. We have Apple, Google, Huawei and Samsung for the most and Microsoft is out of THAT race. The lag that Motorola and Nokia have are just too big. So when I see “The Justice Department, 19 states and Washington, D.C., accuse Apple of an illegal monopoly on smartphones maintained by imposing contractual restrictions on, and withholding critical access from, developers” I say ‘bollocks’ The issue is who are the iOS developers? In 2011 I have cess to the development kits of Apple (schoolwork) and I never entertained it other than the assignments I had. I was an Apple user, not a developer (I regret that a little right now). 

So when we see “an illegal monopoly on smartphones” I say that this is not an illegal monopoly, it is a system setting that they selected, other than Android (Google, Huawei, Samsung) and Windows (Microsoft), actually I am hard to keep a straight face when setting Windows on a mobile phone. Can you imagine the CrowdStrike damage mobile phones might have had to endure? Oh and when we see this did anyone consider the consequences that were on IBM, who basically forced people to rely on IBM hardware. Perhaps HP can rephrase the nightmare they faced on IBM with their printers. 

There is a second tier to this all, we need to consider that The Sherman Antitrust Act of 1890 is no longer the best way to go about this for more and more devices. As the mobiles become more generic and it will be on the software to trample a path into this all. When we consider that Google now has the Pixel 8a, Pixel 8 Pro, Pixel 8, Pixel Watch 2, Pixel Fold, Pixel Tablet. At least three of these systems are nearly identical, they have 1-2 processors difference. Their difference becomes the software. But that is now, I expect in the next 2-3 years that there will be more devices all powered by the same software and optionally the connecting devices (through the mobile phones) . The lawmakers of 1890 would have never expected this and the differences will grow even more.  And a prime example here is Microsoft. We now get “All you’ll need is a compatible Fire TV Stick, a Bluetooth-enabled wireless controller, and an Xbox Game Pass Ultimate subscription to stream Xbox games. Microsoft is working to allow Xbox Cloud Gaming to stream your entire Xbox library, and not just titles that are part of Game Pass.” Did anyone consider “a compatible Fire TV Stick”? So how long until they revamp the gaming industry with that solution? How long until they (a speculative view) impede devices through that connection where an error stops the Sony Playstation or Nintendo Switch to no longer with with their software because (speculative) software by Microsoft impeded it? Oh, they’ll be all apologetic, but the damage will have been done. We see (at Microsoft) “The Program Install and Uninstall troubleshooter helps you automatically repair issues when you’re blocked from installing or removing programs. It also fixes corrupted registry keys”, so this issue has been around from Windows 7 (2009), and was still around in Windows 10 (2015), so it was an issue for at least 6 years. Do we really want them to get involved? Come to think of it, l I would be on the first plane to Shenzhen if it comes to that. Oh and I haven’t even considered the damage that solution would do to the Amazon Luna. Apple had a solution and it has propagated that solution to all things Apple. They marketed their solution widely and innovatively and innovation is what is missed in many Big Tech companies. Too give another example, last year Apple did something Awesome. We see a meeting with a youthful young sprout (Tim Cook) reporting to Gaia and getting lectured by her. The brilliance was that plenty of companies took a paragraph out of their time to publish that they are on track to be carbon zero. Apple made it a presentation (advertisement) whilst giving a report of their directions. It was funny and it was pretty brilliant. Google and Amazon missed the boat and there was no value in copying that. So that is the innovative presentations that are Apple. The bigger picture is that mobile phones are presented through marketing and Apple marketing slaps the marketing of Google and Samsung. So we see “an illegal monopoly on smartphones” all whilst the others aren’t doing their bit to keep up (or seemingly keep up), so why punish Apple for that?

As I see it the judge has to toss the case, of not for the logic then for the reality that if this setting is pushed and Microsoft steps in, then we come to the conclusion that the US government is merely a tools for Microsoft to stop it from collapsing on itself (my personal view).

Well that was me today. 190 minutes from Monday here now, Vancouver is still pre Sunday breakfast. Have a fun day everyone.

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July 1, 2024 · 10:51

The changes to a Digital Currency

I was alerted to a story on https://www.cointribune.com/en/saudi-arabia-joins-the-wrong-blockchain/ stating ‘Saudi Arabia joins the wrong Blockchain…’, well that is merely a matter of opinion. You see the CBDC (aka mBridge) is a digital currency that is controlled by banks. It is under control by China (read Tencent) and is a system that runs next to swift. It could rival it over the next few years and moreover could overtake swift too (speculative view by the writer, aka me). The involvement of Saudi Arabia implies “The kingdom’s integration into the BRICS club is far from trivial. Member countries are clearly expressing their intention to purge the dollar from their exchanges. The arrival of the Saudis could mean that Saudi oil exports to China could one day be conducted via the mBridge blockchain, in yuan”, implies is as I word it, but the implications as quoted is the first major dent into the ‘settings’ that could take a lot of Wall Street out of the frame, again this is purely speculative. Another source, Forbes gives us (at https://www.forbes.com/sites/digital-assets/2023/08/24/bitcoin-vs-cbdcs-analyzing-universal-access-in-digital-currency/) ‘Bitcoin Vs. CBDCs: Analyzing Universal Access In Digital Currency’, which they gave us last August. They also give us “The digital cash revolution was spearheaded first by bitcoin and then by other cryptocurrencies, which has led to the birth of Central Bank Digital Currencies.” This is followed up by “it’s the rise of CBDCs and cryptocurrencies that may represent the most transformative phase in this evolution.” I think that is the larger issue. I don’t trust Bitcoin, not because of the digital setting, but the picture that it is not supported by any coins, or gold make it a virtual currency. ‘Everyone’ is on board for what they think it will bring. But the larger picture becomes that a virtual setting could from today ($62,730.9037) and when it goes to $50,184.7258 tomorrow (worst case scenario) there is nothing stopping it, moreover I reckon that all these pensioners hoping to get rich of this, this downfall will result in lots of pensioners ending with nothing. That was the fear I alway had. This is why I do not trust it. The CBDC (mBridge) is as said cemented in “the country’s central bank.” Forbes also gives us on the of the 23rd of June (at https://www.forbes.com/sites/digital-assets/2024/06/23/cross-border-cbdc-focused-project-mbridge-moves-forward/) “For more than three years, the Bank of International Settlements (BIS) and the central banks of China, Hong Kong, Thailand and the United Arab Emirates (UAE) have been working on a cross-border central bank digital currency (CBDC) project known as mBridge. In a nutshell, the project aims to improve efficiency, speed and transparency in cross-border payments.” It is the transparency that matters and the fact that it is under control of a nations central bank. This implies that banks are ultimately responsible for issues, with Bitcoin this is anyones guess. The text “MBridge recently took an important step forward with the completion of its minimal viable product (MVP) stage and the decision by Saudi Arabia to join the project.” You see this means that mBridge would be getting support from places like Aramco and China with their Yuan. This puts the USA on a slippery slope (commercial wise) if the oil dollar pushed to nowhere, the Yuan will gain strides of upgrades. Additional we get “According to China’s Digital Currency Research Institute (DCRI), mBridge transactions take seven seconds and cut cross-border payment costs by 50%.” I believe that the 7 second delay is only applicable to cross border issues and I do believe that this is a temporary delay (before the first upgrade a time upgrade), the reducing of cost by 50% would be cheered by all sides of the equation (probable with the exception of Wall Street). The article ends with “but risks to the initiative will rise sharply if it becomes seen as part of broader U.S.-China competition” a political setting, but as that rises the USA (and optionally the EU) will lose a lot more. For the most the people are fed up with the American bully tactics. It is hurting their pocket. Consider that a decade ago where everyone copied the narrative “Washington officials began warning of Huawei’s ability to embed spying capabilities in its gear” but never was any EVIDENCE presented by anyone. We get setting like ‘could’ and ‘the possibility arises’’. The former director of German intelligence stated to Deutsche Welle that they didn’t understand that technology. So where is the evidence? America presented a case that was settled a decade earlier. China has issues with the US and EU. This is their shot across the bough. And it is one that matters. With billions in revenue gained, with the BRICS setting and with a setting that could replace the oil dollar with the Yuan, Wall Street would lose a lot. So whilst the American administration begs for cheaper oil, all whilst they pretty much shot themselves in the foot. 2025 and 2026 might prove disastrous for both the US and EU. The EU will accept the mBridge solution a lot earlier than the US would and when the Bitcoin loses 20% or more in value. Many pensions will be reduced to zero. It was the risk of a decentralised system with no foundation in any bank or in a commodity like gold, but that is merely my point of view.

Enjoy today, it is still yesterday in Vancouver and Toronto. 

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February 12, 2024 · 04:18

Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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January 19, 2024 · 20:19

The other colour

That is what is ended up being. It started with the thoughts of ‘Pink is the colour of ignorance’, a story that might still make it, but I want to add more evidence. The Guardian had a good start, but it is more than that and I need to tag it. The other colour is green, the colour of dollars. Reuters give us some parts of it, but my mind is asking questions. Questions aren’t voiced by the media at present. As such we start with Reuters (at https://www.reuters.com/technology/google-invest-1-billion-uk-data-centre-2024-01-18/) where we are given ‘Google to invest $1 billion in UK data centre’ and this comes with the added text “It also comes weeks after Microsoft unveiled plans to pump 2.5 billion pounds ($3.2 billion) into Britain over three years, including in growing its data centre capacity, to underpin future AI services.” The math doesn’t work, especially now. You see UK pushed away from the EU and all this sets a weird station. I know that any data centre costs money and I have no idea how much. One argument is that a data center of the size that Facebook or Google might use would cost from $250 million to $500 million, so why is Google spending twice that and why is Microsoft spending 250% more than that? Now the twice I could get. Operational cost, rising energy costs and when you add that up you might get to 750 million and that is only 250 million away from the leap that Google is stating. 

Sp when you look at that setting we see two bulls fighting for the same population (Google and Microstupid) but the larger question becomes is why? Why spend that much to cater to 68 million people in the United Kingdom. It is not just services, it is data and data collection. To what degree is anyones guess, but wonder why Microsoft would spend $2,500,000,000 to service 68 million people. I am wondering who is buttering the sandwich of whom. I tend to distrust Microsoft, there have been too many issues and they have lost too many battles. Is this desperation? 

The open field
The questions in the open field is not the UK, you see if these two are there they are already growing in the Middle East or they are about to. You see, these investments make sense in the UAE with 9.5 million and Saudi Arabia with 36 million. Apart from their populations both these players will have exploding infrastructure needs (The Kingdom of Saudi Arabia more than the UAE), but the UAE is on a steep incline of services and services needs and I showed that in a few articles last week. The UK has none of that at present. More importantly the EU has also needs but not to these degrees and the UK facilities will have projected limitations as one might guess. So what gives? As for Future AI services. AI does not yet exist and the Machine Learning solutions are all massively dependent on data, something Microsoft is still short of. As I ponder more sides to this, I see more issues and also Huawei now has a data center in Abu Dhabi, giving them a much larger advantage in a place where cash is still king, or better stated cash has a more robust voice, more than the UK can muster at any given time before January 2026. 

As such there are issues and even as none of this is on Reuters (important to know), the setting is that the lack of visibility in several directions make me wonder where these two are going. No matter how good we think of Google (I still do) they both need data, Google to remain top dog and Microsoft to not be as irrelevant as they made themselves to be. 

Sides no one is looking at and I merely wonder why. Are they in a flim flam spin by Microsoft marketing? Do too many believe the shallowness of Microsoft presentations? Your guess is as good as mine, but when you start digging into actual sources that remain true non-biassed the math does not add up. At least for me it does not and I am not economist or econometrical engineer. Data is its own currency, the problem is that when it is the only currency remaining those who have it get access to everything, the rest do not.

Just a thought, enjoy your Friday.

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January 8, 2024 · 14:01

One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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November 9, 2023 · 17:07

The dark mark

We all have it, a dark mark. For some it is jealousy, for some it is envy and I have one dripping with creativity. You see dark marks aren’t always set to the seven deadly sins, or are in any way connected to them. OK, there tends to be a connection to lust and desire whenever we act. There is also the claim some make that our actions tend to be induced by lust, pride and/or vanity. And I get that, but what happens when it is not the seven deadly sins? What happens when the push is a simple mere exercise of creativity?

That is where I found myself this morning. I am currently rewatching NCIS and during season 7 which is on right now I (my mind) suddenly redesigned a new kind of gun, one that makes nearly all forms of ballistics useless. A form that redesigns a new kind of barrel and when an element is changed, merely one element, most of the ballistic tests fall through the floor and make them obsolete and optionally redundant. 

Is this a good thing? I don’t think so, but the larger setting wasn’t to give the law a hard time, it was about the simple setting that any test can be overruled and overwritten. Even as I come up with a new idea ballistic tests will be upgraded. Yet in the mean time defence attorneys all over the world (where common law is in place) will have a new handle to include enough to create reasonable doubt. All these issues are a simple consequence through the vitriolic well that others pushed me into and now my mind becomes a mind forever voyaging and through that more and more creativity is released. First there was the idea to create a new way to meltdown a nuclear reactor and all I had to create this idea was a simple snow globe. As I also saw the issues with deployment and hiding the solution, I designed a new kind of valve and I also created a new spray paint canister, one that can alter colour on the spot. I described the foundation of that in ‘After a fact to begin a fact’ (at https://lawlordtobe.com/2021/12/16/after-a-fact-to-begin-a-fact/). A simple solution I never saw in the shops, but these solutions would have multiple applications and now I have created a new solution to upset ballistic tests. 

The larger station is not why I did it. At times I cannot control my creativity. I considered a new way for a tracking system (a highly flawed one), but it was a solution I never considered before. Then I had the nuclear solution, which was to stop Iran, but over time I figured it could possibly  work on the Russian systems too. Then I had some ideas on cyber protection for flying equipment of the airforce. Some of them might have been solutions that DARPA considered and rejected for whatever valid reason I am unaware of. 

The idea I believe that is in play is an image I added to ‘IP Intoxication’ (at https://lawlordtobe.com/2022/05/27/ip-intoxicating/). As I place it, where I am now is beyond the edge of what is, because as I see it, that is where innovation lies and that is (a personal believe) is where too many big-tech companies are not willing to be. You see, it is much easier to iterate and market that as innovation and I personally believe that is where Microsoft is and that is why they lost battles eight times over to Sony, Amazon, Apple, IBM, Huawei, Adobe and Google. It sounds harsh, but that is where it all is. the setting of the next tech-war will be who has the most innovative ideas. And all that time Microsoft is delusional even to itself. You do not lose eight times over unless there is a massively wrong point of view in place and that is why I will not allow them near my IP. 

But this is not about Microsoft, it is about my dark mark. I know I have it because if I didn’t have a dark mark, the ballistic solution would never have come to mind. And even as I was delusional myself at some point (making claim that Me vs DARPA was 3-0) the larger setting was that I personally believed it was a reality. But there is also the simple fact that an idea is no guarantee to a working solution. I get that, but it is time to watch a little more NCIS so that I can watch season 20 tomorrow (I will skip 12 seasons and rewatch those after I saw season 20). 

All in all I wonder what I will come up tomorrow, hopefully a new idea for a new game which would make it not a dark mark element.

One day away from Friday, hip hip hurrah.

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November 5, 2023 · 19:36

Thinking towards the past

This is the first part, the second part is not related to this in any kind, but I just got a second confirmation from Beijing and it matters towards this as well. You see, the first part is merely for (or on) Apple. The article (at https://www-bleepingcomputer-com.cdn.ampproject.org/c/s/www.bleepingcomputer.com/news/apple/apple-find-my-network-can-be-abused-to-steal-keylogged-passwords/amp/) comes from Bleeping Computers and the text ‘Apple ‘Find My’ network can be abused to steal key-logged passwords’ seems to be worrying and it very well might be. We see graphics and we see the setting of the consumer (yet again) getting screwed over because BigTech wanted ALL the data they could get. This is not an accusation, this merely is what it is and Apple is not as innocent as many others. 

Yet I thought back to around 1990. In the Netherlands someone came up with a solution named Aegon LAR and it was an awesome solution. The solution does not matter, but the approach to it does. You see, Apple had the longest of times to get a solution in place. The solution was to pair one device to a ‘master’ and THAT master alone. We could set it to daily, weekly, or even monthly. With the optional setting to send one more bleep when the power is down to 5%-15%. 

It would need to be paired by the owner at the beginning and we could pair through an app to PC’s, to our mobiles (iOS or Android) and so on. So instead of getting “They integrated a key-logger with an ESP32 Bluetooth transmitter into a USB keyboard to show that it’s possible to relay passwords and other sensitive data typed on the keyboard through the Find My network via Bluetooth”, Apple had the option to create a service where EVERY Apple user had an option to relay a clear message to ONE receiver instead of someplace abusers could hijack anything you have. But I suspect that the powers that be at Apple wanted more data and now it could cost the consumer a lot more than they thought. The fact that ‘Find My Network’ could be abused is no small issue and I do expect that Apple has been on this from the start, but as I fear the need for data exceeded the need for safety as this article highlights and that is a problem and not just for Amazon, Apple, Google, IBM and Microsoft. The moment players like Huawei and Tencent Technologies SHOW the people that they are more reliable they will gain marketshare and a lot more and a lot faster than ever before. Don’t forget that the western consumer base was never given actual and explicit evidence of any Huawei transgressions. A mere settled case of 2011 was at the most given and that was not showing ay interference by the Chinese government, merely an optional oversight by Huawei.

Getting back to the Apple issue, it needs to be said that I found more voices all quoting the same voice, so there isn’t a second independent voice. It lowers reliability. I am saying that upfront, one voice is not a given but a worrying setting none the less. The larger issue that is this (at www.Heise.de) is correct, the setting is a worrying one, especially if there was a 1990 solution that could have enabled more consumer safety. My setting comes from the front of my mind and it is not tested, but at least I am trying to relate a solution, not merely state that bit one and bit zero indicate that you are either 10 or 17 years old (a byte of a joke). 

Now we have a larger stage, the media at large did not touch this even as the news is more than 2 days old, so in light of all the new Apple products, was this not tested (optionally debunking Heise)? When a new device is $1,849, or perhaps even $8,699 would you not want the guarantee of consumer safety? I reckon it is much more important than seeing it in Space Black (in space no one can here you frustrate) or Silver (when you merely have golden dreams). To know and to see that YOUR safety is adamant matters and I think that Big Tech is forgetting about that part of the equation, but that could be my view as I tend to get exposed to a lot more negativity that others and the media with its approach to deafness isn’t helping any, but that could be my view on the matter.

My weekend ends in 270 minutes, how about yours? Enjoy the day you have left.

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October 29, 2023 · 00:05

War never changes

I was about to look into something that bothered me in Saudi Arabia when news hit me. That news stopped me in my tracks. You see it is 15 years ago today that Bethesda launched Fallout 3. I had never forgotten about that game, I even missed it to some degree. Fallout 3 after Oblivion was a massive step forward and together they were the start of Skyrim. As Bethesda became a Microsoft subsidiary, Elder Scrolls VII: Restoration became lost to them and I started to push that game in parts towards public domain. But there was one part that was never part of this. The introduction and Fallout 3 reminded me on how important the introduction was. The entire introduction is seen in Vault 101. A simple but strong setting to get you into the game, to start the narrative and to give away a clue or two. I had forgotten about that part, I had forgotten on the importance of a start. In Dune (the book) the beginning is given to us as “A beginning is the time for the most delicate care that the balances are correct.” In the 1984 movie we hear “A beginning is a very delicate time” both are correct. I had never forgotten either, but I see that I overlooked parts of that. I didn’t in the movie I create ‘How to assassinate a politician’ or the TV series ‘Keno Diastima’ in both those settings the introduction is the start and the beginning are the connected prequels. There I have that space, in gaming you do not. In Restoration the game in the very beginning reflects back to Oblivion, a game too often overlooked. Bethesda did a really good job (until they became part of Microsoft). 

As such there were solutions. As a separate game it becomes a different puppy and that had be going. The entire setting is no longer on the elder scrolls list, as a separate game you need to set a different schooling and I did a dissimilar introduction, but now it becomes a much larger station. So what happens when we create not one, but three introductions? When we create introductions for the choices made we get a new gaming setting. We create a smaller infusion of longevity and that is the first step to LTG (Long Term Gaming) that is the stuff that streamers (Amazon, Tencent Technologies) require. Streaming relies on at least 2-3 LTG games and Microsoft has two, when we take those options away by creating a real LTG, we get a new setting, we deprive Microsoft of revenue, something they desperately need after spending $69,000,000,000. Soon they will be haemorrhaging all over the place and denied revenue is one, the other I keep for later. Those two will push Microsoft over the edge and I am driven to that because they invaded our safe gaming space by pushing THEIR needs on all gamers at the expense of everyone else. That angered me, they did nothing wrong in the legal sense, but they did in the spiritual sense and when Tencent technologies and Indies programming for them get that IP (as I am making it public domain) the Game pass loses value, especially as they denied certain games to be there in year one. The greedy will be served, that is what I always believed and now I am making it a reality. And as Microsoft seemingly invested $13,000,000,000 in genAI there shores are stacking up and a few more bad news (like missed revenue and less customers) will set their doomsday clock to 0:01, which works well for me in this case. As I said once before, I will hand my IP to Saudi Arabia for 35% of the value, before I will let Microsoft near it for 165% of that value and making a lot of it public domain works well for me, I might not get a dime of that, but Microsoft cannot make exclusive IP claims when it was published and that is the part everyone forgets about. You see “Software patents for computer-implemented inventions are treated as typical patent applications and must pass the same tests of novelty and inventiveness.” You see, when something is on the internet or a blog, it fails the novelty test. Microsoft will have to share space and cannot claim anything. I open the space for indie developers and they can go wherever they want to go and with thousands of indie developers in China, Tencent technologies will have an advantage and that mean more trouble for Microsoft.

They were warned, but they were eager to ignore everyone to the request of their board of directors. In the end they lose 5 times over. Apple took the tablet, Amazon the Web systems (AWS), Sony took the console, Tencent technologies is about to take streaming services (GaaS) and Google is biting into their office revenue (not as much as I hoped, but still). Bleeding on 5 sides and I will (hopefully) add two points of pressure. In the end their $82 billion investment will come up short. Yes GenAI is all the rage, but it needs a pedestal to grow from and that pedestal is vanishing fast. I wonder which banks will buckle first. Wall Street is at present obsessed with AI, but soon they will realise that this setting needs a platform top start from and the Microsoft platform is waning that much is a given all over. I wonder how long they will be able to keep the spin up. At some point these banks want evidence and if FTX is anything to go by, a lot of banks are starting to get worried, not in the least by my speculated weights of banks with too much US treasury bonds. We see the news on how 10-year treasury  bonds are a green light, but are they really? When that goose sparks a lot of people will be without savings and I fear that that moment is not too far away, giving more added pressure for Microsoft to perform. Consider that the ‘investments’ requires them to make AT LEAST 4 billion just to pay for the interest. Now consider that the media gives us that they made 198.3 billion USD, you would think that this is a no brainer and I would agree. Now consider that they lost 5 times over (6 if you include Bing) to competitors. They are still making some money, but the numbers aren’t adding up. Bing currently has a market share of 3.02%, which is nothing. There are too many cost issues that are not registering as I personally see it. So when we look at the whole picture, they are seemingly bleeding all over and the numbers cause me to show question marks. So am I wrong? I could be, but Microsoft has become too big, everyone is shouting against Amazon and Google, but they stay silent against Microsoft and they just got a new bigger player. 

War never changes the premise is sound, but you win the war by changing the stage the other one is stepping on, or you diffuse its support systems and the others all forgot one thing, the population is a support system in this war and Tencent Technologies is about to come into this field, Amazon had options for several years. They squandered it on I know not what. Now Tencent Technologies optionally with Huawei will get a larger stage to work from, all whilst the Microsoft stage is shrinking. As the middle East turned to China, Microsoft lost even more and that is what too many are trying to be in denial of. I wonder what Microsoft loses by the start of 2024, it will be something but I have no idea what they will lose at present. 

Enjoy the weekend.

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October 25, 2023 · 23:51

The alignment of views

That is what I am setting this conversation up for. Well conversation? As the blogger this is my monologue, a monologue plain and simple. I had another idea regarding the approach to gaming IP, but that ill be for another day. 

Today I am talking about the ABC article (at https://www.abc.net.au/news/2023-10-25/iran-saudi-china-middle-east-war-actress-nazanin-boniadi-profile/102996008). I am using this example for the simple reason that ABC is a good media outlet, they try to give us the real settings. As such taking the article apart in a different way might bring the points better across to the readers. 

You see, the media has squandered respectability, they squandered credibility and they squandered reliability. Not all media mind you, but a lot of them all decided to courtesan the digital dollar (whoring seems so harsh). In that setting we have a much larger station, but lets loo at the article. 

‘Actress Nazanin Boniadi on why China shouldn’t be mediator in the Middle East’ is the title.

Point 1
“Boniadi, who has dedicated much of her working life to advocating for human rights, including in Iran.” So who is Nazanin Boniadi? Is she an influencer? I never heard of her. Perhaps she is for real, but I cannot tell.

This is a setting that is partially on me. I never heard of her, but the larger media is using ‘influencers’ to taint the stories we see. It is a populist agenda that we are too often given (not accusing ABC of this) and as such we can no longer tell the difference between real, fake and deep fake. Populist sources are all about the flames, all about emotions and the larger corporations (as well as some governments) will give added ‘benefits’ to any anti-China story, that much is a given. That does not mean that there isn’t any valid anti-China materials out there. But the waves of deception have grown to a degree where we can no longer tell the difference. 

Point 2
““I think we will have to worry about autocracies taking that top spot in the world, and what that would look like for the rest of us,” Boniadi says.”

This could be seen as a valid question. Yet the sentiment is on ‘autocracies’ and the issues is that America and the EU have become such a mess that they cannot even stop in-fighting. They cannot decide on whether to counter Russia or hand over their governments to Putin, a sore setting indeed and the media is always there to push any flame that they can. You see China is regarded (to many) as a system of people’s congress with a unified state power. A communist nation. We can think what we want, but the setting of “a system of government by one person with absolute power” remains a debatable one. You see that is OUR point of view but others (especially in China) seem to believe that country’s recent economic achievements have actually come about because of, not despite, China’s authoritarian form of government. It is up in the air, but as we see that the EU and America are collapsing under their own weight of indecision, they might not be in such a setting. In addition Dutch political party New Social Contract with its leader Pieter Omtzigt was giving the press 7 minutes to time to prepare for the election papers. 7 minutes, that is a populist approach to getting votes and responses. How is that any way to treat voters? That is the setting we see and that is what we are given. 

The media has been shirking their responsibilities for close to a decade and it is getting worse. So whilst I would be willing to accept the story by the ABC, the larger setting is that the media has been flawed for some time and newspapers aren’t what they used to be. 

Point 3
The third point is a good one “We, the democratic countries, really have to unite in the same way that these autocracies are uniting to prevent that from happening.” I do have an issue with “in the same way”, you see getting them to ACTUALLY unite is one thing. America is in shambles and they are all there to address their own needs, then the needs of their ‘benefactors’ and then the rest is in play. The EU is no different, but with 19 nations all up in arms of each other, the larger station is lost to most of them. An example was seen last week when we were given “Boehringer Ingelheim and five other drugmakers have agreed to pay the European Commission €13.4 million in a hybrid settlement decision after admitting to participating in a global cartel to fix the price of an essential stomach medicine.” So, they make billions and they get a slap of €13.4 million? Things are getting worse and worse in the EU and I wonder if they even have an option to get back on track. Another example is seen with “U.S. measures to limit the export of advanced artificial intelligence (AI) chips to China may create an opening for Huawei to expand in its $7 billion home market as the curbs force Nvidia to retreat, analysts say”, it is funny as I gave the readers in ‘The definition of insanity’ (at https://lawlordtobe.com/2023/10/19/the-definition-of-insanity/) a day before that papers was published that very same setting. I did not give any numbers as I didn’t have any, but the larger station is now clear. The EU and USA broke their own systems a few times over and this isn’t helping any. This setting is important in light of the way that I am monologuing ‘unite’, but the lack of unity all over the western world is a clear sign that BRICS might end up being the next real power and as we are all up in arms on what  there is going on between China, Saudi Arabia and Iran. Yet Faisal bin Farhan Al-Saud, Saudi’s foreign minister is correct, something needs to happen and the wester nations are missing or fumbling the ball again and again. We get too much ego, too much presentations and no results and the media isn’t helping any.

So even a the article that is staging what we see now was all on the up and up, the questions are real. They are real because of all the Murdoch wannabe’s, glossy flames and influencer enablers we forgot what ACTUAL news is. A lot of people can no longer tell the difference and the press isn’t policing itself, so the people are on a short pier with nowhere to go. 

That is my point of view and in all this ABC is one of the more respectable sources. Too many are a lot less and the enabling of terrorist agenda’s by the media to get clicks is starting to be noticed by a lot of people. The populist agenda has never been a democratic view or a realistic democratic approach. Consider the autocracy that they will deliver when they are elected will cause a rapid decline in many nations and I might just live long enough to see that impact on a global scale. 

Enjoy the day as we move towards the middle of the week.

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