Tag Archives: IBM

January 5, 2026 · 16:25

The setting we hope for

That is a given, we all hope that certain settings come to play and I am no different. Part of it is banked on settings that are realistic and then there are those that are not that realistic. Before I start with this, one little update. I made mention of a new movie that would scare the nasty cloth out of the NSA (GCHQ too) and I just gotten the first few scenes out of the way. It makes me happy, but now I realise that it is not going to be a two hour event. At present I’m sitting on the first part, but the continuing story will not be a lot more than a short film some define this as under 40 minutes (including credits), That is what I am looking at. Perhaps a TV film? It wouldn’t be much longer and lets be clear. If you need two hours to scare the pants out of the NSA, your not doing a particular good job, but I might be wrong. So the script will be ready a lot sooner than I bargained for. 

So back to the matter at hand. Realistically the employment game is definitely changing because (at https://www.theregister.com/2025/12/23/oracles_new_aienhanced_support_portal/) we get told that ‘Oracle’s new AI-enhanced support portal leaves users fuming’ which was released just before Christmas, so I missed out on this initially, but we are given “Oracle’s new AI-powered support portal is frustrating customers and support engineers who are struggling to find the basics, such as old tickets, links to database patch programs and release schedules for current databases.” It works for me as I have worked my whole life in customer service and technical support. As such it seems my streak of bad luck is ending and when a company like Oracle gets it wrong, there is not much hope that the others are fairing better, which would work out well for me.

I miss customer service and I remember when I was ‘made redundant’ all whilst others were saying that the new technologies were making my job obsolete. And I have reason to smile. When I am shown “Greg Parikh, Oracle veep for information development and operations, said in a blog post that the MOS portal offers new features, including AI-powered interactions, streamlined navigation, improved search capabilities, and enhanced knowledge access.” And as I see it, those who live according to the sweet spot of cheap revenue now see that others aren’t having much luck either and they need to consider their sales track and how they can salvage what can be salvaged and now it turns out that they will need manpower as the most defining resource and that is good news for me. And as I see it (in case of Oracle) that looking at “Users pointed out IDs had completely changed, such that searching for 888.1 — the Primary Note for Database Proactive Patch Program — or 555.1 — database 19c Recommended One-off patches returns error message KA912 as the top result. “Links to other documents, which still reference the old IDs, are currently failing for me,” one user said.” Gives the indication that their knowledge base isn’t doing any better and if the programmers cannot make it work, their manpower setting will drastically change and this is just Oracle. As I see it, there are hundreds more firms who have that very same escalating problem, as such I expect that places like ADNOC (Abu Dhabi) might soon require their own corporate service division and their own technical support making short work of the available resources. I reckon that this works out nicely for me. 

So we have the realistic settings, and the dreamy station of a new movie, or at least whilst I am still applying for jobs, it will have to do and it keeps my but this creativity high, an undervalued ability in customer service. But this is merely one setting. Is it that bad? Well you judge, but a little over a year ago we were given ‘16 technical support tools to look out for in 2025’ (source:outsource accelerator) and some do work, but if didn’t grab the right one, the setting is a precautious one. Do you switch and take that chance or reinvest in your own knowledge base and that setting is dangerous, because you could lose a lot more than you bargained for. So whilst some went into combinations of SaaS, Paas or IaaS, your customers are in a tight setting where they demand service or they walk. Larger firms have even a more robust setting and in this age of fake AI, revenue lost is a large setting of shareholders giving up on you. That is the upside for me and as I see it, my time is not worth its weight in gold. 

So whilst we are given ‘IBM Is Laying Off Thousands of Employees as Its AI Business Surges’ they are also cutting a single digit percentage which in case of their 270,000-person global workforce which implies that up to 25,000 people are being laid off. Now consider where they are and that is not a given, but technical support requires certain people to stay in place and when that is messed with nearly anything can go wrong. Now IBM and Oracle are two of the big boys and they wold have their ships in place. And in that setting we see the Register giving us the setting above. 

So, who else and how much is being slid down the pipeline because some people think of their trolley and forget that other trolleys require assistance. It is in that setting that I think that the larger players need to hold one and rehire their old staff a lot faster before that knowledge goes somewhere else and in both these settings I get to win a better place in the work atmosphere.

Am I right? Am I wrong?

That is usually the question, but I personally believe that I am right because I never expected a player like Oracle getting that part wrong, as such things are looking up to the people who worked their lifetime in Technical Support and Customer Care. Even if it goes more towards a player like Zendesk. The knowledge that they have requires expansion because that knowledge is about to go the way of the Dodo. In other views, they are not the only one and the one who has the most diverse software takes over the others who are lacking. And as I see it, these systems are not enabling systems. They take it all and that is fine, but when we see the kind of failures that Oracle is showing the world, we see a growing set of barriers that could (merely a could here) define the needs for the next decade because all these cost crunchers require AI (which does not yet exist) and now that they are getting nervous, they need to concentrate on what works and what is merely bling for show. As such I feel vindicated is probably the best word. My knowledge is about to get a value upgrade, so I start 2026 feeling rather happy. And of course I could be wrong and I need to consider other venues. Time will tell.

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January 3, 2026 · 11:42

The wannabe influencer?

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

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

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

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

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

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

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December 25, 2025 · 21:44

The boat has left

That is a weird setting, but that might be the case for a lot of people. It is the Financial Express who gives us (at https://www.financialexpress.com/life/technology-ibm-to-skill-5-million-indian-youth-in-ai-cybersecurity-and-quantum-computing-by-2030-details-inside-4082018/) the headline ‘IBM to skill 5 million Indian youth in AI, cybersecurity and quantum computing by 2030’ you might think it is nothing to get hung over about, but you would be wrong. Even as some ‘claim’ to give good courses (some actually do), it is IBM who has had that inside track in several ways. As such (or perhaps to consider as I see it), the labour market will be drowning in Indian entrepreneurs by 2032 (and a whole before that). I reckon that these people will bolster the Indian go getter market and they will branch out to Saudi Arabia, the UAE and a few other places. As such if you think the US labour market is merely cooling, think again. These people will be highly wanted in India, Saudi Arabia, the Emirates, UK, Australia, Canada and the EU long before we get to 2030. There will be an Indian wave of go getters all over the world and the places that needed to get active weren’t for much too long. So as we see “India possesses the talent and ambition to lead the world in AI & Quantum. Fluency in frontier technologies will define economic competitiveness, scientific progress and societal transformation,” said Arvind Krishna, IBM Chairman, President and Chief Executive Officer. “Our commitment to skill five million people is an investment in that future. By democratizing access to advanced skills, we are enabling the youth and students to build, innovate and accelerate India’s growth.”” And these people will be highly skilled in all things IBM (perhaps not in IBM Statistics or IBM Miner) but that is little cause for alarm. These people will also bring forth IBM skills and products, so this setting takes care of two pipelines, skills and products. And all that time AWS was hounding the AI field. It is nice, but as these people are highly skilled in whatever IBM holds, there is a mismatch on what is required. OK, that last part is speculative, but that is what I would do.

I reckon that Microsoft and OpenAI also might have a problem here. You see we also get “IBM also continues to strengthen school-level readiness by co-developing the AI curriculum for senior secondary students, along with teaching resources including the AI Project Cookbook, Teacher Handbook and explainer modules. These programs are designed to embed computational thinking and responsible AI principles early, while enabling teachers to deliver AI education confidently and at scale.” As such these people get a schooling in evolved from famous systems like Deep Blue and Watson and as such IBM provides a flexible ecosystem allowing choice from various foundation models (like Granite, Llama, Mistral). Whatever they partnered with doesn’t matter. This is the IBM show, partners take a second stage chair. And as I see it, IBM did something nicely spectacular because they get a choir of 5 million evangelizing Watsoners all over the world and in that instance Watson grows from niche to mainstream and that will feel good for all the shareholders who kept their trust in Arvind Krishna (I will give a nice ‘Well done sir’) in this instance. Because it is starting to look like the old premise ‘When two dogs fight over a bone, the third one takes it gone’ So in the fight we saw with OpenAI and Google, we now see that the future is banked on by IBM. This doesn’t make the others useless in any way, but IBM set the future towards Watson in a rather nice way and that has to count for something.

What a nice end of year this will be this year. Because at the drop of a hat, it wasn’t merely Google or OpenAI, as I see it now IBM because the third major player in this duet and as I see innovation, this is how innovative strides are made, by having to refocus your tasks, that is the real innovation maker in this world. 

A lovely ending to Christmas Day. Have a great upcoming boxing day you all.

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December 23, 2025 · 10:08

How broke am I?

I have wondered about that for a while and asked that very same question of that place. But some economist spoke that a nation cannot be broke (technically correct) and it reminded me of a 30 year old joke. A helicopter pilot was circling buildings in Chicago, to get his bearing, but he had no clue as the fog was too thick. So he mimed asking ‘Where am I?’ To people in a building. They wrote on a large sign ‘You are in a helicopter’ he thought for a moment, set his course and altitude and within 10 minutes he landed safely at the airport. The passengers asked how he did that and the pilot answered ‘The answer was technically correct but utterly useless, so I could only have been at the IBM Statistics building, from there on it was easy’ You think this is partially useless and you will be wrong, because we are diverting our attention to the BBC article (at https://www.bbc.com/news/articles/ckgmd132ge4o) and the losers of that comedy. The comedy starts with ‘New Trump envoy says he will serve to make Greenland part of US’ and it is almost hilarious, but the undertow of this comedy is not a farce, it is how desperate and broke America now is. So as we are given “Trump announced on Sunday that Jeff Landry, the Republican governor of Louisiana, would become the US’s special envoy to Greenland, a semi-autonomous part of the Kingdom of Denmark. Gov Landry said in a post on X it was an honour to serve in a “volunteer position to make Greenland a part of the US”.” So loser one is Jeff Landry, who served from 1987–1998 as a Sergeant, so he knows about illegal orders. So he goes to Greenland as an envoy, not with any diplomatic status, so President Trump can feign ignorance. And this might be the final straw as Greenland bounces Landry as an unwanted person the stage is decently set so that President Trump can invade Greenland to ‘avenge’ his former governor. 

And the question that I am getting is not the one you would expect “How broke is America?” You see after the folly of making Canada the 51st state (something that was doomed to fail) and now he is going after the Venezuelan oil calling it stolen from America. Weird, because Venezuela was never part of the USA. And now he goes after Greenland and now he get the EU and optionally Canada against him. He is after the riches of these places, minerals and expansion and it gives a rather bitter taste of alignments. The bitterness is that America might be so broke that this is their only option before they have to cancel debts they have. They cannot play this game any longer as I see it. And the wealth hidden on Greenland is all that is left to play. 

So, after he destroyed his alignments and destroying his tourism there is little left of the bankable economy of America. He stated that he didn’t need anything, but without Canadian energy settings and Canadian aluminum, America has a bitter future ahead and those enjoying this Christmas better make it count, because for Americans it is likely the last jolly Christmas they will have in close to a decade. The game is up, but there is one upside for President Trump. There is a likelihood that he drove the EU and Commonwealth straight in the arms of China

And they will reward him with the Fortnum and Mason Christmas Hamper. His final moment of eating like a King, because there will be nothing left after this mistake. His former allies see his for the enemy he has become and in a year he gave the land of the free and the home of the brave gain a reputation that is even worse than Russia has and I reckon that China owes him that hamper. America did more to advocate China’s supremacy than China could have even hoped of doing. 

And I get that the politicians (Republicans and Democrats) know the setting they are in and they are silent, because they have nothing better to offer, even if they ‘dethrone’ president Trump today, the damage is done. Tourism will be flat for close to a decade, trade is flat because no one will do business with America. Disney and Warner Brothers are evading to the UAE and Saudi Arabia to regain some of their options over the next 5-10 years. And as we see these parks evolve, we will see the American Theme parks drop down to nothing with almost no international tourists and as the prices keep on rising in these places, even Americans will be unable to afford to go there. Then there’s production, it is down over the entire field and whilst shortages increase in America, more and more will fall flat and as such America is done and when the first debt will not be followed up on, there will be a fire sale unlike any we have ever seen and that is fun, because these AI settings all training on data it has never show such events, so they are useless as some expected them to be. So where is Stargate? Where is the AI stuff? It is somewhere out there, but as it is not making revenue until 2029, it will be too late for America, but the EU will buy it all for $0.01 of the dollar because it will be the best America is hoping to get and as such the Commonwealth will let America hang as well. So as Russian tourism evolved to the number one spot in America, the wall on the Rio Grande will get a new function, not to stop traffic from south to north, but to stop Americans going south and that might be rash and I might be correct, but as I see it the Economy in Mexico will be better than the Americans economy is and it will take less than three years to get there. So the question how broke is America is one that needs contemplation because the actions of the American administration leaves no other question out there. 

And last there is the flag of Greenland, so where are the stars and stripes there? Greenland has been part of the Danish sovereignty since 1814, it is only recent that it got American interests because they need to minerals and they are seemingly willing to kill to get them and it might be the least defended one (compared to Canada and Venezuela) but Greenland is part of the EU through Denmark and those 27 states are now seeing America as the enemy it is and that might be a much tougher pill for America to swallow.

So have a great day and for the 56,836 it will be a great day, they recently learned that they have almost 500,000,000 friends who are roaring to have their backs and that is beside the allies they might get as those allies get to stick it to America.

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December 22, 2025 · 17:44

Why is a stage a stage?

That is at times a decent question. Even for me, because as I write this, I do so subjectively, nearly every writer does. Writer about his point of view and I am no better (or worse for that matter). It is the merging of two points of view and these points of view are others points of view and they have their own reasoning. It is not about good or bad, points of view almost never are in a set stage. But they must be watched as they influence your own point of view and whilst some are eager to give them all a one sided setting, I learned that this is not something that tends to help. Especially if points of view are multidimensional. As such, I give two points of view and blend them to my own stage.

The first was given by Yahoo Finance (at https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html) I don’t agree with that point of view but it was a decent setting of a stage. And stages are where we are.

The first setting gives us ‘How Oracle became a ‘poster child’ for AI bubble fears’ I don’t believe in that setting, but it matters for the whole story. “Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk.” But then we get “AI optimism continued to push Oracle shares higher following its quarterly earnings reports in June and September, with AI-driven deals set to push cloud segment revenue to $166 billion in 2030. The stock’s surge in September briefly made Ellison the world’s wealthiest person. But AI euphoria quickly gave way to doubt. Investors became increasingly concerned over the rising use of debt to fund tech firms’ AI spending, just as the payoff of that spending remains hotly debated. Those concerns are evidenced in the budding demand for Big Tech credit default swaps (CDS) — financial contracts that act as insurance by letting investors bet on the likelihood that a company will default on its debt.” And that setting is somewhat important, and for those who remember the 2008 crash, they fear the stage the the CDS and that is fine, I don’t think that this setting is great, but the stage of letting investors bet on the likelihood that a company will default on its debt is not really great, it is the stage where some will set or even orchestrate the need for some to fall and that is what makes the bubble burst and I gave that setting before (at https://lawlordtobe.com/2025/12/02/aftermath/) in the story ‘Aftermath’ where I highlighted parts of the equation. It is the second part that is the setting of the stage and it is about stages. You see, we all envision a stage whether it is the real stage sets part of the question and when we consider the stage we think matters, we might look at the size, the lighting or how we move on that stage. All matters for consideration but I digress. The second story was given to us by the Motley Fool (at https://www.fool.com/investing/2025/09/16/prediction-oracle-will-surpass-amazon-microsoft-an/) and there we get ‘Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031’ where we see “Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 — corresponding with calendar year 2031.” As well as “Oracle’s push into cloud infrastructure is arguably its boldest bet in the company’s history. Oracle isn’t cutting corners, either; it is bringing on dozens of data centers online in just a few years. It has built 34 multi-cloud data centers and should have another 37 online in less than a year.” Now we have seen two not aligned stages, but the actual stage it a lot larger. You see, the others all ‘want to align’ with Oracle, but that merely means that they want the solutions that Oracle has or get the customers that have selected Oracle, but the others forget something that matters. Oracle has been the data innovator for over 45 years and no one can touch what they achieved, even in the early 90’s they were the only one who could set tables within tables and it took others close to a decade to even get close. Azure, AWS and others never got ahead of Oracle, they merely reengineered what Oracle already figured out and there is more to come. 

You see the two stages are in a larger third stage and as I see it, Oracle has focussed on the data that is needed for DML and LLM settings, but they must know that actual AI requires more and it starts with two elements Verification and Validation. There two parts are the achilles heel for anyone making the statements that this is AI (which it is not) and no matter how much you train data sets, when Validation and verification are absent the GIGO law comes into play. It was uttered in the 60’s and means Garbage In, Garbage Out. Without Validation and Verification all data becomes part of the GIGO law. Most do not realise this, or they simply do not care, but Oracle figured this out long ago (A speculative thought) and we need to consider the Oracle might be trailing on some new technology, but they are ahead in many ways, more so than either Azure or AWS. And the largest settings we see at this point if that some are ‘gambling’ that Oracle messes up, but I think that is not the case. Oracle is hanging on and that is what matters. The data centers that are coming and that are build need to make money, but that is not the stage of Oracle, they got the equipment in, they got the software in and now as these centers start making money, Oracle gets their share and as such they are the facilitators of wealth and that is until there is an actual AI and as I see it, Oracle will be the only one who will set the premise of that and that is why Oracle will surpass all others. Even Google and IBM will seek the shores of Oracle. 

A stage that might take a while, but in all this, any training data centre will owe Oracle money (and a lot of it), so Oracle can play the long game, because in that stage only Oracle will come out on top. That is how is see the stage, the size a lot larger, the lights will put Oracle in the limelight and all others will remember why Oracle is the only one who is master of data storage technology and that is why I believe that the second is part of the real future of Oracle and whomever connects to Oracle. But in all this Oracle is the most essential data solution technology out there and when I saw the ‘negative’ settings around on December 2nd, I knew that it was doom speak of some for whatever reason they had. I knew that Oracle had a different future ahead of them, a much brighter one.

Have a great day, today was cooler, so I feel decently rested, but in these warm days before Christmas I rather miss the white cold of Sweden (or Canada). 

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November 24, 2025 · 20:46

The call of reality

That is what seems to be happening. The first one was a simple message that Oracle is doom headed according to Wall Street (I don’t agree with that), but it made me take another look and to make it simpler I will look at the articles chronologically. 

The first one was the Wall Street Journal (4 days ago), with ‘Oracle Was an AI Darling on Wall Street. Then Reality Set In’ (at https://www.wsj.com/tech/oracle-was-an-ai-darling-on-wall-street-then-reality-set-in-0d173758) with “Shares have lost gains from a September AI-fueled pop, and the company’s debt load is growing” with the added “Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Oracle has been one of the companies hardest hit” but here is the larger setting. As I see it, these stocks are manipulated by others, whomever they are Hedge funds and their influencers and other parties calling for doom all whilst the setting of the AI bubble are exploiters by unknown gratifiers of self. I know that this sounds ominous and non specific, but there is no way most of us (including people with a much higher degree of economic knowledge than I will ever have) And the stage of bubble endearing is out there (especially in Wall Street) then 14 hours ago we get ‘Oracle (ORCL): Evaluating Valuation After $30B AI Cloud Win and Rising Credit Risk Concerns’ (at https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-evaluating-valuation-after-30b-ai-cloud-win-and/amp) where we see “Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism, Oracle’s 1-month share price return of -29.9% and a year-to-date gain of 19.7% tell the story: momentum has faded sharply in the near term. However, the 1-year total shareholder return still sits at 4.4% and its five-year total return remains a standout at nearly 269%. This combination of volatility and long-term outperformance reflects a market grappling with Oracle’s rapid strategic shift, balance sheet risks, and execution on new contracts.” I am not debating the numbers, but no one is looking to the technology behind this. As I see it places like Snowflake and Oracle have the best technology for these DML and LLM solutions (OK, there are a few more) and for now, whomever has the best technology will survive the bubble and whomever is betting on that AI bubble going their way needs Oracle at the very least and not in a weakened state, but that is merely my point of view. So last we get the Motley Fool a mere 7 hours ago giving us ‘Billionaire David Tepper Dumped Appaloosa’s Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform’ (at https://www.fool.com/investing/2025/11/23/billionaire-david-tepper-dumped-appaloosas-stake-i/) we see “Billionaire David Tepper’s track record in the stock market is nothing short of remarkable. According to CNBC, the current owner of the Carolina Panthers pro football team launched his hedge fund Appaloosa Management in 1993 and generated annual returns of at least 25% for decades. Today, Tepper still runs Appaloosa, but it is now a family office, where he manages his own wealth.” Now we get the crazy stuff (this usually happens when I speculate) So this gives us a person like David Tepper who might like to exploit Oracle to make it seem more volatile and exploit a shortening of options to make himself (a lot) richer. And when clever people become self managing, they tend to listen to their darker nature. Now I could be all wrong, but when Wall Street is going after one of the most innovative and secure companies on the planet just to satisfy the greed of Wall Street, I get to become a little agitated. So could it all be that Oracle was drawn into the ‘fab’ and lost it? No, they clearly stated that there would be little return until 2028, a decent prognosis and with the proper settings of DML and LLM finding better and profitable ways by 2027 to find revenue making streams is a decent target to have and it is seemingly an achievable one. In the meantime IBM can figure out (evolve) their shallow circuits and start working on their trinary operating system. I have no idea where they are at present, but the idea of this getting ready for a 2040 release is not out of the question. In the meantime Oracle can fill the void for millions of corporations that already have data, warehouses and form settings. Another are plenty of other providers of data systems.

So when we are given “The tech company Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI), thanks to its specialized data centers that contain huge clusters of graphics processing units (GPUs) to train large language models (LLMs) that power AI.

In September, the company reported strong earnings for the first quarter of its fiscal 2026, along with blowout guidance. Remaining performance obligations increased 359% year over year to $455 billion, as it signed data center agreements with major hyperscalers, including OpenAI.”

So whilst we see “Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI)” we need to take a different look at this. Oracle was never a strong beneficiary of AI, it was a strong vendor with data technologies and AI is about data and in all of this, someone is ‘fitting’ Oracle into a stage that everyone just blatantly accepts without asking too many questions (example the Media). With the additional “to train large language models (LLMs) that power AI”, the hidden gem is in the second statement. AI and LLM are not the same, You only partially train real AI, this is different and those ‘magnificent seven’ want you to look away from that. So, when was the last time that you actually read that AI does not yet exist? That is the created bubble and players like Oracle are indifferent to this, unless you spike the game. It has stocks, it has options and someone is turning influencers to their own use of greed. And I object to this, Oracle has proven itself for decades, longer than players like Microsoft and Google. So when we see ‘Buying the sector that Wall Street is bullish on’ we see another hidden setting. The bullishness of Wall Street. Do you think they don’t know that AI is a non-existing setting? So why go after the one technology that will make data work? That setting is centre in all this and I object those who go after Oracle. So when you answer the call of reality consider who is giving you the AI setting and who is giving you the DML/LLM stage of a data solution that can help your company.

Have a great day we are seemingly all on Monday at present. 

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November 23, 2025 · 10:29

Driving the herds

OK, I am over my anger spat from yesterday (still growling though) and in other news I noticed that Grok (Musk’s baby) cannot truly deal with multidimensional viewpoints, which is good to know. But today I tried to focus on Oracle. You know whatever AI bubble will hit us (and it will) Oracle shouldn’t be as affected as some of the Data vendors who claim that they have the golden AI child in their crib (a good term to use a month before Christmas). I get that some people are ‘sensitive’ to doom speakers we see all over the internet and some will dump whatever they have to ‘secure’ what they have, but the setting of those doom speakers is to align THEIR alleged profit needs to others dumping their future. I do not agree. You see Oracle, Snowflake and a few others offer services and they are captured by others. Snowflake has a data setting that can be used whether AI comes or not, whether people need it or not. And they will be hurt when the firms go ‘belly up’ because it will count as lost revenue. But that is all it is, lost revenue. And yes both will be hurting when the AI bubble comes crashing down on all of us. But the stage that we see is that they will skate off the dust (in one case snow) and that is the larger picture. So I took a look at Oracle and behold on Simple Wall Street we get ‘Oracle (ORCL) Is Down 10.8% After Securing $30 Billion Annual Cloud Deal – Has The Bull Case Changed?’ (At https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-is-down-108-after-securing-30-billion-annual-clo) With these sub-line points:

  • Oracle recently announced a major cloud services contract worth US$30 billion annually, set to begin generating revenue in fiscal 2028 and nearly tripling the size of its existing cloud infrastructure business.
  • This deal offers Oracle significantly greater long-term growth visibility and serves as a major endorsement of the company’s aggressive cloud and artificial intelligence strategy, even as investors remain focused on rising debt and credit risks.
  • We’ll examine how this multi-billion-dollar cloud contract could reshape Oracle’s investment narrative, particularly given its bold AI infrastructure expansion.

So they triple their ‘business’ and they lose 10.8%? It leads to questions. As I personally see it, Wall Street is trying to insulate themselves from the bubble that other (mostly) software vendors bring to the table. And Simply Wall Street gives us “To believe in Oracle as a shareholder right now is to trust in its transformation into a major provider of cloud and AI infrastructure to sustain growth, despite high debt and reliance on major AI customers. The recent announcement of a US$30 billion annual cloud contract brings welcome long-term visibility, but it does not change the near-term risk: heavy capital spending and dependence on sustained AI demand from a small set of large clients remain the central issues for the stock.” And I can get behind that train of thought, although I think that Oracle and a few others are decently protected from that setting. No matter how the non existent AI goes, DML needs data and data needs secure and reliable storage. So in comes Oracle in plenty of these places and they do their job. If 90% business goes boom, they will already have collected on these service terms for that year at least, 3-5 years if they were clever. So no biggy, Collect on 3-5 years is collected revenue, even if that firm goes bust after 30 days, they might get over it (not really). 

And then we get two parts “Oracle Health’s next-generation EHR earning ONC Health IT certification stands out. This development showcases Oracle’s commitment to embedding AI into essential enterprise applications, which supports a key catalyst: broadening the addressable market and stickiness of its cloud offerings as adoption grows across sectors, particularly healthcare. In contrast, investors should be aware that the scale of Oracle’s capital commitment brings risks that could magnify if…” OK, I am on board with these settings. I kinda disagree, but then I lack economic degrees and a few people I do know will completely see this part. You see, I personally see “Oracle’s commitment to embedding AI into essential enterprise applications” as a plus all across the board. Even if I do believe that AI doesn’t exist, the data will be coming and when it is ironed out, Oracle was ready from the get go (when they translate their solutions to a trinary setting) and I do get (but personally disagree) with “the scale of Oracle’s capital commitment brings risks that could magnify if”. Yes, there is risk but as I see it Oracle brings a solution that is applicable to this frontier, even if it cannot be used to its full potential at present. So there is a risk, but when these vendors pay 5 years upfront, it becomes instant profit at no use of their clouds. You get a cloud with a population of 15 million, but it is inhabited by 1.5 million. As such they have a decade of resources to spare. I know that things are not that simple and there is more, but what I am trying to say is that there is a level of protection that some have and many will not. Oracle is on the good side of that equation (as is Snowflake, Azure, iCloud, Google Gemini and whatever IBM has, oh, and the chips of nVidia are also decently safe until we know how Huawei is doing. 

And the setting we are also given “Oracle’s outlook forecasts $99.5 billion in revenue and $25.3 billion in earnings by 2028. This is based on annual revenue growth of 20.1% and an earnings increase of $12.9 billion from current earnings of $12.4 billion” matters as Oracle is predicting that revenue comes calling in 2028, so anyone trying to dump their stock now is as stupid as they can be. They are telling their shareholders that for now revenue is thimble sized, but after 2028 which is basically 24 months away, the big guns come calling and the revenue pie is being shared with its shareholders. So you do need brass balls to do this and you should not do this with your savings, that is where hedge funds come in, but the view is realistic. The other day I saw Snowflake use DML in the most innovative way (one of their speakers) showed me a new lost and found application and it was groundbreaking. Considering the amounts of lost and found is out there at airports and bus stations, they showed me how a setting of a month was reduced to a 10 minute solution. As I saw it, places like Dubai, London and Abu Dhabi airport could make is beneficial for their 90 million passengers is almost unheard of and I am merely mentioning three of dozens upon dozens of needy customers all over the world. A direct consequence of ‘AI’ particulars (I still think it is DML with LLM) but no matter the label, it is directly applicable to whomever has such a setting and whilst we see the stage of ‘most usage fails in its first instance’ this is not one of them and as such in those places Oracle/Snowflake is a direct win. A simple setting that has groundbreaking impact. So where is the risk there? I know places have risks, but to see this simple application work shows that some are out there showing the good fight on an achievable setting and no IP was trained upon and no class actions are to follow. I call that a clear win.

So, before you sell your stock in Oracle like a little girl, consider what you have bought and consider who wants you to sell, and why, because they are not telling you this for your sake, they have their own sake. I am not telling you to sell anything. I am merely telling you to consider what you bought and what actual risks you are running if you sell before 2029. It is that simple.

Have a great day (yes Americans too, I was angry yesterday), These bastards in Vancouver and Toronto are still enjoying their Saturday. 

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November 19, 2025 · 16:47

I lost my marbles

Like Poodles, I seem to have misplaced my marbles. AKA I lost them completely. Now only 9 hours ago I shouted that I am sick of the AI bubble, but a few minutes ago I got called back into that fray. You see, I was woken up by an image.

This is the image and it gives us ‘Oracle’s $300bn OpenAI deal is now valued at minus $74bn’ there is no way this is happening. You see, I have clearly stated that the bubble is coming. But in this, Oracle has a set state of technologies it is contributing. As such, where is the bubble blowing up in the face of OpenAI and Microsoft? In this, the Financial Times (at https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89) is giving us ‘Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal’. So where is the damager to the other two? We are given “OK, yes, it’s a gross simplification to just look at market cap. But equivalents to Oracle shares are little changed over the same period (Nasdaq Composite, Microsoft, Dow Jones US Software Index), so the $60bn loss figure is not entirely wrong. Oracle’s “astonishing quarter” really has cost it nearly as much as one General Motors, or two Kraft Heinz. Investor unease stems from Big Red betting a debt-financed data farm on OpenAI, as MainFT reported last week. We’ve nothing much to add to that report other than the below charts showing how much Oracle has, in effect, become OpenAI’s US public market proxy:” There might be some loss on Oracle (if that happens) and later on we were given (after a stack of graphics, see the story for that) “But Oracle is not the only laggard. Broadcom and Amazon are both down following OpenAI deal news, while Nvidia’s barely changed since its investment agreement in September. Without a share price lift, what’s the point? A combined trillion dollars of AI capex might look like commitment, but investment fashions are fickle.” And in this, I still have doubts on the reporting side of things. From my own feelings (not hard core numbers) that Oracle and Amazon are the best players to survive this as their technology is solid. When AI does come, they are likely the only two to set it right and the entire article goes out of its way to mention Microsoft. But in all this Microsoft has made significant investments in OpenAI and has rights to OpenAI’s Intellectual Property (IP). This comes down to Microsoft holding a stake in OpenAI’s for-profit arm, OpenAI Group PBC, valued at approximately $135 billion, which represents about 27% of the company. So how is Microsoft not mentioned? 

As such how come Oracle is underwater? Is it testing scuba gear? And if the article is indeed true, what is the value of OpenAI now? Because that will also drown the 27% of it (holding the name Microsoft) and that image is missing from that equation. If this is the bubble bursting, which might be true (a year before I predicted it) then it stands to rights that this is also impacting Amazon, Google, IBM, Microsoft and OpenAI. As such this article seems a little far fetched, a little immature and largely premature by now naming all the players in this game. I personally thought that Oracle would be one of the winners in all of this, or better stated a smallest loser in this multi trillion bubble.

So what gives?
And in this I might be incorrect and largely missing the point, but a write-off to the amount of nearly half a trillion dollars has more underwriters and mentioning merely Oracle is a little far fetched, no matter how fashionable they all seem to be and for that matter as Microsoft has been ‘advocating’ their copilot program, how deep are they in? Because the Oracle write-off will be squarely in the face of that Nadella dude. As he seemingly already missed the builder.ai setting, this might be the one ending his career and whatever comes next might want to commit suicide instead of accepting whatever promotion is coming his way. (I know it is a dark setting) but the image is a little disconcerting at present. And the images that the Financial Times give us, like the Hyperscaler capex, show Microsoft to be 3 times in deeper water than Oracle is, so why aren’t they mentioned in the text? And in those same images Amazon are in way over their heads and that is merely the beginning of a bubble going sideways on everyone. As such, is this a storm in a cup of water? If that is so, why is Oracle underwater? And there is ample reason to see me as a non-economist, I never was on wanted to be one. But the media as gives raises questions. And I agree, Oracle is on a long way to break even, but if they do not, neither are Amazon, Microsoft and OpenAi and that part is seemingly missing too. If anything, Larry Ellison could pay the shortcomings with his petty cash (he allegedly has 250,000 million) that is how own die and the others won’t even come near that amount. 

So whilst we wait for someone to make sense of this all, we need to walk carefully and not panic, because these settings tend to be the stage where the panicky people sell what they can for dimes to the dollar and that is not how I want to see players like Microsoft jump that shark. This is not any kind of anti-Microsoft deal, it is them calling the others not innovative whilst there isn’t a innovative bone in that cadaver. So whilst we want to call the cards. The only thing I do is calling the cards of the Financial Times and likewise reporting media calling out the missing settings of loss towards Microsoft and OpenAI. It is the best I can do, I know an economic major who could easily do that, but he is busy running Canada at the moment.

Have a great day and I apologize for causing an optional panic, which was not my intention.

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November 6, 2025 · 16:38

Ignoring the centre of the pie

That is the setting that I saw when I took notice of ‘Will quantum be bigger than AI?’ (at https://www.bbc.com/news/articles/c04gvx7egw5o) now there is no real blame to show here. There is no blame on Zoe Kleinman (she is an editor). As I personally see it, we have no AI. What we have is DML and LLM (and combinations of the two), they are great and great tools and they can get a whole lot done, but it is not AI. Why do I feel this way? The only real version of AI was the one Alan Turing introduced us to and we are not there yet. Three components are missing. The first is Quantum Processing. We have that, but it is still in its infancy. The few true Quantum systems there are are in the hands of Google, IBM and I reckon Microsoft. I have no idea who leads this field but these are the players. Still they need a few things. In the first setting Shallow Circuits needs to be evolved. As far as I know (which is not much) is that it is still evolving. So what is a shallow circuit. Well, you have a number of steps to degrade the process. The larger the process, the larger the steps. Shallow circuits makes this easier. To put it in layman’s terms. The process doesn’t grow, it is simplified. 

To put this in perspective, lets take another look. In the 90’s we had Btree+ trees. In that setting, lets say we have a register with a million entries. In Btree it goes to the 50% marker, was the record we needed further or less than that. Then it takes half go that and does the same query. So as one system (like DBase3+ goes from start to finish), Btree goes 0 to 500,000 to 750,000 to 625,000. As such in 4 steps it passed through 624999 records. This is the speediest setting and it is not foolproof, that record setting is a monster to maintain, but it had benefits. Shallow Circuits has roughly the same benefits (if you want to read up to this, there is something at https://qutech.nl/wp-content/uploads/2018/02/m1-koenig.pdf) it was a collaboration of Robert König with Sergey Bravyi and David Gosset in 2018. And the gist of it is given through “Many locality constraints on 2D HLF-solving circuits” where “A classical circuit which solves the 2D HLF must satisfy all such cycle relations” and the stage becomes “We show that constant-depth locality is incompatible with these constraints” and now you get the first setting that these AI’s we see out there aren’t real AI’s and that will be the start of several class actions in 2026 (as I personally see it) and as far as I can tell, large law firms are suiting up for this as these are potentially trillion dollar money makers (see this as 5 times $200B) as such law firms are on board, for defense and for prosecution, you see, there is another step missing, two steps actually. The first is that this requires a new operating system, one that enables the use of the Epsilon Particle. You see, it will be the end of Binary computation and the beginning of Trinary computations which are essential to True AI (I am adopting this phrase to stop confusion) You see, the world is no really Yes/No (or True/False), that is not how True AI or nature works. We merely adopted this setting decades ago, because that was what there was and IBM got us there. You see, there is one step missing and it is seen in the setting NULL,TRUE,FALSE,BOTH. NULL is that there are no interactions, the action is FALSE, TRUE or BOTH, that is a valid setting and the people who claim bravely (might be stupidly) that they can do this are the first to fall into these losing class actions. The quantum chip can deal with the premise, but the OS it deals with needs to have a trinary setting to deal with the BOTH option and that is where the horse is currently absent. As I see it, that stage is likely a decade away (but I could be wrong and I have no idea where IBM is in that setting as the paper is almost a decade old. 

But that is the setting I see, so when we go back to the BBC with “AI’s value is forecast in the trillions. But they both live under the shadow of hype and the bursting of bubbles. “I used to believe that quantum computing was the most-hyped technology until the AI craze emerged,” jokes Mr Hopkins.” Fair view, but as I see it the AI bible is a real bubble with all the dangers it holds as AI isn’t real (at present), Quantum is a real deal and only a few can afford it (hence IBM, Google, Microsoft) and the people who can afford such a system (apart from these companies) are Mark Zuckerberg, Elon Musk, Sergei Brin and Larry Ellison (as far as I know) because a real quantum computer takes up a truckload of energy and the processor (and storage are massively expensive, how expensive? Well I don’t think Aramco could afford it, now without dropping a few projects along the way. So you need to be THAT rich to say the least. To give another frame of reference “Google unveiled a new quantum chip called Willow, which it claimed could take five minutes to solve a problem that would currently take the world’s fastest super computers 10 septillion years – or 10,000,000,000,000,000,000,000,000 years – to complete.” And that is the setting for True AI, but in this the programming isn’t even close to ready, because this is all problem by problem all whilst a True AI (like V.I.K.I. in I Robot) can juggle all these problems in an instant. As I personally see it, that setting is decades away and that is if the previous steps are dealt with. Even as I oppose the thought “Analysts warned some key quantum stocks could fall by up to 62%” as there is nothing wrong with Quantum computing, as I see its it is the expectations of the shareholders who are likely wrong. Quantum is solid, but it is a niche without a paddock. Still, whomever holds the Quantum reigns will be the first one to hold a true AI and that is worth the worries and the profits that follow. 

So as I see this article as an eye opener, I don’t really see eye to eye on this side. The writer did nothing wrong. So whilst we might see that Elon Musk was right stating “This week Elon Musk suggested on X that quantum computing would run best on the “permanently shadowed craters of the moon”.” That might work with super magnet drives, quantum locking and a few other settings on the edge of the dark side of the moon, I see some ‘play’ on this, but I have no idea how far this is set and what the data storage systems are (at present) and that is the larger equation here. Because as I see it, trinary data can not be stored on binary data carriers, no matter who cool it is with liquid nitrogen. And that is at the centre of the pie. How to store it all because like the energy constraints, the processing constraints, the tech firms did not really elaborate on this, did they? So how far that is is anyones guess, but I personally would consider (at present, and uneducated) that IBM to be the ruling king of the storage systems. But that might be wrong.

So have a great day and consider where your money is, because when these class actions hit, someone wins and it is most likely the lawyer that collects the fees, the rest will lose just like any other player in that town. So how do you like your coffee at present and do you want a normal cup or a quantum thermal?

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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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