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Deceit and Stupidity

For me it is a brand new day, it is 2:36 and I am now seriously contemplating the move of handing my IP to China. Not because I hate America, I do not, I really do not, but the stupidity that we are exposed to should not ever be accepted. The BBC reported an hour ago ‘US targets Huawei with tighter chip export rules’, there is nothing wrong with that foundation. We all have reasonings and whatever the US requires is their business. Yet in the article we see two items. The first is seen in the quotes “aimed at limiting Chinese technology giant Huawei’s access to semiconductor technology” as well as “prevent US technologies from enabling malign activities contrary to US national security and foreignpolicy interests” The second quote here is double edged. When we see “contrary to US national security ad foreignpolicy interests”, we need to realise that it can mean many things, above all it means that what America implies as foreign policy, could also mean their economic position and we all know it, in that regard America is done for. Whether or not we see the acts of the current president being of less academic value than the acts of Popov the Clown is beside the point. The US remained in the laid back position for a decade whilst innovation will never allow for this. As such Korea and China got the upper hand in IP and future technology. In the last half decade the US started to realise just how far behind they are and they are trying to rectify it be staging a cartel position, but they are already too late, now that I am adding to the IP losses in 5G they are done for, and as the people around me realise how I created the IP, as they realise where they have not been looking, everyone will see just how shortsighted US policy has become. Even as we see the words by US Commerce secretary Wilbur Ross see when we are treated to “This is not how responsible corporate citizens behave” we see the joke that this had been going on for almost a decade, a step towards iterative exploitation of technology, whilst the people around them were innovative. And in all this they are equally forgetting that the tables can be turned, whilst I address the needs of 400 million businesses, the US will be out of bounds as well, as such Europe, the Middle East and Asia will push beyond the options that American businesses have, it was a simple equation. From my point of view, the innovation that is being brought shows another side, it shows that whole technologies will now set the US in a stand still pattern until 2024, it shows that I am merely one part (one of several) where the us has no 5G options, as that market evolves we see a much larger loss, a loss where we look towards another coin to replace economic value, the US dollar is losing out and as a nation with $25,000,000,000,000 debt has no longe any say in the matter, the banks holding that debt will decide and that will be one of the only things that this US president has achieved, the US population will get to see who is truly in charge and they will wish that they could turn back the clock, but it is too late now. Even now we see how President Trump is blaming the Chinese for the spread of Covid-19. Interesting is it not, how the clear propagation of the flu is now blamed on a government, just like the Huawei accusations absent of clear evidence. 

It becomes even more interesting when we see “The US has said Huawei’s technology COULD be used for spying by the Chinese government”, all whilst there is strong evidence that Cisco equipment is used to bypass security on several levels all over the world, but that is OK? So when (not if) my IP is used to propel business to a much larger degree, the US will be barred in equal measure, as such, we will see high flying 5G consumer technology in effect all whilst the US is merely trying to not drown and the rich will be standing on the heads of the poor whilst doing so, it is apparently the American way. 

And my reasoning?

Well, it is the American way to find the best suited financial solution or my IP, in this I go where the money is and America does not have it, Google might, but they were seemingly not interested. I don’t know about IBM, Apple and Microsoft, yet they are not interesting to me as they are iterative technology boosters, they stopped being true innovators for some time. I need an innovative player and that leaves us with Huawei and Google, so Huawei is seemingly the winner.

In all this America now gets sunk by its own greedy and restrictive rules and I am not the only one, I have heard a few noises all around me and they are not that much in favour towards the US.

What can we do?

As I see it, governments should have demanded clear evidence from the US, but they did not do that, moreover, several governments let themselves be bullied by America who has no real power, merely huge debts and in this I watched several nations become the bitch of the US, so where did we sign up for that?

So far the US has remained absent of evidence, did we not learn our lesson with the Global tour of Colin Powell and his silver briefcase making the WMD farce? Is evidence THAT overrated? So whilst the US is trying to hold on to the illusion that they have what it takes (they lost that ability almost 20 years ago), the rest of the world needs to see that the superpower table is changing and it is governed by those with IP and patent value, as such we see China, optionally we see India taking a much larger claim, all whilst the US claim is diminishing, in all that they get to sit next to Russia who has an equal small stake in the IP side of it all. It leaves with the uncomfortable conversation where we see that Google is also becoming a global superpower whilst its host nation the US is losing its seat, optionally to Google. all in the same stage where we see that South Korea might end up getting invited to that table. The stakes are changing to THAT degree over the next three years, so should we have faith in a player who is about to lose its seat at THAT table? I don’t think so.

 

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Shame of choice?

I have been around for some time. In this time I have always accepted the choices I have made, and for the most, I have had one regret, that was around 2001, it was a choice and I accept responsibility for the choice I mader, I might not be happy about it, but that is life. In that frame of mind I am or the most a Republican, I believe in Republican standards, yet until January 2019 I had never expected to be ashamed of that. The entire Huawei situation and as the Guardian reported 6 hours ago, ‘US blocks vote on UN’s bid for global ceasefire over reference to WHO’, the idea that the Trump administration opposes mention of the WHO must be one of the most fucked up situations that ANY commander in chief of the US in the history of that nation has set up. The stage is even more diluted when we see “Donald Trump has blamed the WHO for the pandemic, claiming (without any supporting evidence) that it withheld information in the early days of the outbreak.” In all honesty, from that pointof view, when people are THAT stupid, I will had all my IP to Huawei (hoping that they will pay me) there is no chance that there can be any hope for the US in a stage where Trump is president. The man gives rise to chimps being more intelligent than people. To give further notice, I grew up seeing and accepting that Russia was the great evil in the 70’s and 80’s, I was in the mistaken understanding that the US was the bastion of actual freedom, how wrong can a man be?

When the elections were held, it was my opinion that Clinton was the wrong choice, her bungling of the entire Benghazi situation, in light of all the spin and misdirection was reason enough. If she could not get that right, seeing her in charge of the US was in my personal view a massive mistake. I had no idea that the baboon chosen would be even worse.

And the American people are about to find out why. The economic disaster that the US now faces is estimated to outdo the Depression that preceded WW2. 

In all this, I expect that Google, Apple, IBM and Microsoft will see a massive brain drain towards Europe and Asia. I personally expected my IP to be valued no less than $2 billion, yet I personally do not see the stage where the US will honour anything, as such and to protect my IP (which is based on new 5G principles) I have no option but to offer it to Huawei and hope for the best. Even if I end up with nothing, I will set in motion gears (already done) that will push it all to the public domain. Even as that leaves me with nothing, it will be evidence that I was right all along, which will boost my ego and place me on the high moral ground, merely for the view it gives me, above the presenters, the bullet point people and the proclaimers towards their own bonus, their own needs, not the corporate needs. 

I always saw myself as a Republican because personal freedom is where it is at, not the constrictive laws that binds all together behind a fence of rules, less laws and more freedom, yet that freedom comes with personal responsibility, I never doubted or opposed that. I wonder how people will react when the works of Stephen Moore, the one economist that supports the Republican plan reacts when the flaws get out into the open and he is asked critical questions. What do you do when people set the election of a president above the value of human lives? The quote “If we don’t get the economy reopened, we go into november with a severe depression, then you’re looking probably at President Joe Biden”, yet the stage of how many will die as a feigned economy will reopen, one that has an additional $3,000,000,000,000 debt. Bloomberg did not go deeper into that part, yet the question is out there “Why was this not investigated?” Lets not forget that this is the same Moore who set the 2012 taxcut exploding the budget without producing an economic boom (source: NY Times), so where is the evidence this time and in support of that, what are the speculated death numbers? We know that the, so-called expected 1.8% mortality rate that President Trump stated months ago was a joke and he made the claim in a time when it was already well over twice as large. That beside the point of a lacking “intellectual gravitas” as some stated. The NY Times article is still an important read. He makes statements on pandemic culling that sets the stage that precautions like New York are not needed in Lincoln, Des Moines or Boise. That is as I see it the first flaw. If the US had shut its borders a lot sooner, there might have been a small gesture of hope, but that was not done. The interview gives off the noise of ‘lets not set all urban areas the same’ yet the flu will get to any stage where people are together, that is the premise and I am not a health expert either. We see at present that 1/3rd of all infected in the world are in the US. Almost one in three of all global deaths are in the US as well. Those are directly seen numbers and there is every indication that a lot of the numbers of those passing away of the Coronavirus are not showing up, so the numbers might be higher. It amounts to the entire population of Lakewood City California. Not really an urban place is it, but that is the size of the issue and I expect that the station of care includes Lakewood City, not excluding it. 

Numbers are easy to misdirect, lives less so. I understand (not completely agreeing) with Stephen Moore, yet opening as soon as possible will set a much larger stage as the US enters Christmas, and the outgoing president should consider the legacy he is about to leave the US, the outbreak might not be his fault, but the consequences of his actions are and as such I am horrified that they were made by a Republican. 

Even my own reaction, the fact that my chances are much better turning to the Chinese than the Americans is still a debate my two guardian angels are having on my shoulders (the good one on the right shoulder the other one on the left. It is leaving me rather unhappy. It is like listening to the book of Good Omens on a daily basis, unnerving to say the least.

Yet I also accept that there is a larger group of people that sets the accusation that the WHO cannot handle the pandemic. Yet it is also a stage where the US and UK largely disregarded the warnings, I saw the pandemic coming close to two weeks before the media accepted it, even as the the dictionary version of pandemic was surpassed days before I stated it, the media did not follow and questioned this part for the longest time, yet we are not looking at that, are we?

There is a much larger stage that the media is ignoring, but we let that slip, the entire issue is now on the US blocking a UN vote as it indirectly makes mention of the WHO, I wonder if the elected US official is 5 years old (a speculative assumption on my side). There are larger fish to fry, but at present we need to be asking more and more questions of the Republican political base and most media outlets are not doing that and we need to see and wonder why that is. As I see it, there is within me, a much larger fight going on. I feel ashamed for being a Republican, I wonder if I have been wrong on that choice for a much longer time, and it worries me.

It is an internal fight I never had before and that too worries me. 

 

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The Lie of AI

The UK home office has just announced plans to protect paedophiles for well over a decade and they are paying millions to make it happen. Are you offended yet? You should be. The article (at https://www.theguardian.com/technology/2019/sep/17/home-office-artificial-intelligence-ai-dark-web-child-sexual-exploitation) is giving you that, yet you do not realise that they are doing that. The first part is ‘Money will go towards testing tools including voice analysis on child abuse image database‘, the second part is “Artificial intelligence could be used to help catch paedophiles operating on the dark web, the Home Office has announced” these two are the guiding part in this, and you did not even know it. To be able to understand this there are two parts. The first is an excellent article in the Verge (at https://www.theverge.com/2019/1/28/18197520/ai-artificial-intelligence-machine-learning-computational-science), the second part is: ‘AI does not exist!

Important fact is that AI will become a reality at some point, in perhaps a decade, yet the two elements making AI essential have not been completed. The first is quantum computing, IBM is working on it, and they admit: “For problems above a certain size and complexity, we don’t have enough computational power on Earth to tackle them.” This is true enough and fair enough. They also give us: “it was only a few decades ago that quantum computing was a purely theoretical subject“. Two years ago (yes only two years ago) IBM gives us a new state, a new stage in quantum computing where we see a “necessary brick in the foundation of quantum computing. The formula stands apart because unlike Shor’s algorithm, it proves that a quantum computer can always solve certain problems in a fixed number of steps, no matter the increased input. While on a classical computer, these same problems would require an increased number of steps as the input increases” This is the first true step towards creating AI, as what you think is AI grows, the data alone creates an increased number of steps down the line, coherency and comprehension become floating and flexible terms, whilst comprehension is not flexible, comprehension is a set stage, without ‘Quantum Advantage with Shallow Circuits‘ it basically cannot exist. In addition, this year we get the IBM Q System One, the world’s first integrated quantum computing system for commercial use, we could state this is the first true innovative computer acceleration in decades and it has arrived in a first version, yet there is something missing and we get to stage two later.

Now we get to the Verge.

The State of AI in 2019‘ published in January this year gives us the goods, and it is an amazing article to read. The first truth is “the phrase “artificial intelligence” is unquestionably, undoubtedly misused, the technology is doing more than ever — for both good and bad“, the media is all about hype and the added stupidity given to us by politicians connected the worst of both worlds, they are clueless and they are trying being dumb and clueless on the worst group of people, the paedophiles and they are paying millions to do what is cannot accomplish at present.

Consider a computer or a terminator super smart, like in the movies and consider “a sci-vision of a conscious computer many times smarter than a human. Experts refer to this specific instance of AI as artificial general intelligence, and if we do ever create something like this, it’ll likely to be a long way in the future” and that is the direct situation, yet there is more.

The quote “Talk about “machine learning” rather than AI. This is a subfield of artificial intelligence, and one that encompasses pretty much all the methods having the biggest impact on the world right now (including what’s called deep learning)” is very much at the core of it all, and it exists and it is valid and it is the point of set happening, yet without quantum computing we are confronted with the earlier stage ‘on a classical computer, these same problems would require an increased number of steps as the input increases‘, so now all that data delays and delays and stops progress, this is the stage that is a direct issue, then we also need to consider “you want to create a program that can recognize cats. You could try and do this the old-fashioned way by programming in explicit rules like “cats have pointy ears” and “cats are furry.” But what would the program do when you show it a picture of a tiger? Programming in every rule needed would be time-consuming, and you’d have to define all sorts of difficult concepts along the way, like “furriness” and “pointiness.” Better to let the machine teach itself. So you give it a huge collection of cat photos, and it looks through those to find its own patterns in what it sees” This learning stage takes time, yet down the track it becomes awfully decent in recognising what a cat is and what is not a cat. That takes time, yet the difference is that we are seeking paedophiles, so that same algorithm is used not to find a cat, but to find a very specific cat. Yet we cannot tell it the colour of its pelt (because we do not know), we cannot tell the size, shape or age of that specific cat. Now you see the direct impact of how delusional the idea form the Home Office is. Indirectly we also get the larger flaw. Learning for computers comes in a direct version and an indirect version and we can both put it in the same book: Programming for Dummies! You see, we feed the computer facts, but as it is unable to distinguish true facts from false facts we see a larger failing, the computer might start to look in the wrong direction, pointing out the wrong cat, making the police chase and grab the wrong cat and when that happens, the real paedophile had already hidden itself again. Deep Learning can raise flags all over the place and it will do a lot of good, but in the end, a system like that will be horribly expensive and paying 100 police officers for 20 years to hunt paedophiles might cost the same and will yield better results.

All that is contained in the quote: “Machine learning systems can’t explain their thinking, and that means your algorithm could be performing well for the wrong reasons” more importantly it will be performing for the wrong reasons on wrong data making the learning process faulty and flawed to a larger degree.

The article ends with “In the here and now, artificial intelligence — machine learning — is still something new that often goes unexplained or under-examined” which is true and more important, it is not AI, the fact that we were not really informed about, there is not AI at present, not for some time to come and it makes us wonder on the Guardian headline ‘Home Office to fund use of AI to help catch dark web paedophiles‘, how much funds and the term ‘use of AI‘ requires it to exist, which it does not.

The second missing item.

You think that I was kidding, but I was not, even as the Quantum phase is seemingly here, its upgrade does not exist yet and that is where true AI becomes an optional futuristic reality. This stage is called the Majorana particle, it is a particle that is both matter and antimatter (the ability to be both positive and negative), and one of the leading scientists in this field is Dutch Physicist Leo Kouwenhoven. Once his particle becomes a reality in quantum computing, we get a new stage of shallow circuits, we get a stage where fake news, real news, positives and false positives are treated in the same breath and the AI can distinguish between them. That stage is decades away. At that point the paedophile can create whatever paper trail he likes; the AI will be worse than the most ferocious bloodhound imaginable and will see the fake trails faster than a paedophile can create it. It will merely get the little pervert caught faster.

The problem is that this is decades away, so someone should really get some clarification from the Home Office on how AI will help, because there is no way that it will actually do so before the government budget of 2030. What will we do in the meantime and what funds were spend to get nothing done? When we see: “pledged to spend more money on the child abuse image database, which since 2014 has allowed police and other law enforcement agencies to search seized computers and other devices for indecent images of children quickly, against a record of 14m images, to help identify victims“, in this we also get “used to trial aspects of AI including voice analysis and age estimation to see whether they would help track down child abusers“, so when we see ‘whether they would help‘, we see a shallow case, so shallow that the article in the Verge well over half a year ago should indicate that this is all water down the drain. And the amount (according to Sajid Javid) is set to “£30m would be set aside to tackle online child sexual exploitation“, I am all for the goal and the funds. Yet when we realise that AI is not getting us anywhere and Deep Learning only gets us so far, and we also now consider “trial aspects of AI including voice analysis and age estimation” we see a much larger failing. How can voice analyses help and how is this automated? and as for the term ‘trial aspects of AI‘, something that does not exist, I wonder who did the critical read on a paper allowing for £30 million to be spend on a stage that is not relevant. How about getting 150 detectives for 5 years to hunt down these bastards might be cheaper and in the end a lot more results driven.

In the end of the article we see the larger danger that is not part of AI, when we see: “A paper by the security think-tank Rusi, which focused on predictive crime mapping and individual risk assessment, found algorithms that are trained on police data may replicate – and in some cases amplify – the existing biases inherent in the dataset“, in this Rusi is right, it is about data and the data cannot be staged or set against anything, which makes for a flaw in deep learning as well. We can teach what a cat is by showing it 1,000 images, yet how are the false images recognised (panther, leopard, or possum)? That stage seems simple in cats, in criminals it is another matter, comprehension and looking past data (showing insight and wisdom) is a far stretch for AI (when it is there) and machine learning and deeper learning are not ready to this degree at present. We are nowhere near ready and the first commercial quantum computer was only released this year. I reckon that whenever a politician uses AI as a term, he is either stupid, uninformed or he wants you to look somewhere else (avoiding actual real issues).

For now the hypes we see are more often than not the lie of AI, something that will come, but unlikely to be seen before the PS7 is setting new sales records, which is still many years away.

 

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Focal points

I am in a slightly darker stage, I got there myself and I will get myself from it as well. The first issue is the United Nations,

The Yemeni Jam

I never considered that I would one day be ashamed of the existence of the United Nations. The article (at https://www.theguardian.com/world/2019/sep/05/australia-may-be-complicit-in-war-crimes-if-it-supports-saudi-led-coalition-in-yemen-un) gives us: “a Saudi-led coalition that has starved civilians, bombed hospitals and blocked humanitarian aid as tactics of war, may be complicit in war crimes“, I will not go any deeper into it, as I reported on this in my article: ‘Unemployed or UN employed?‘, (at https://lawlordtobe.com/2019/09/04/unemployed-or-un-employed/), so doing that again is just doubling up (there is more in the article as well). The media has not released that report yet and I will dig into that one deep the moment I can. Part of this problem was given to the people by the Human Rights Watch in an article giving us: “The May 2019 report of an independent investigation by a Guatemalan diplomat, Gert Rosenthal, raised serious concerns about the UN’s handling of the human rights crisis in Myanmar. The secretary-general should promptly carry out reforms to prevent what the report called the recurrence of the “systematic” failures and “obvious dysfunctional performance” and to ensure individual accountability for those failures“, the problem is larger, even as the articles are all about showing just how exposed the allies of Saudi Arabia are, the word ‘Iran’ is only seen twice in the entire article. There are a multitude of acts that Iran is involved in and they do not reach the media to the largest extent, the unmentioned actions by Hezbollah in Yemen are cause for further worry in all this. Even as we get ‘The UN leadership has taken an important step to learn from its failures in Myanmar‘, we see only a part; the failure of the UN is seen all over the Middle East. Yemen, Syria, Jordan are only three of the places where UN actions fall short, or better stated they fall far too short.

Let’s also see the larger issue, the UN needs more resources and it needs the ability to act, both are presently in short supply. It is important to see that the entire matter is larger than presented, there are more issues. This does not absolve the connected parties, but the accusations become one-sided. There was enough doubt on some of the accusations against Saudi Arabia, but not all accusations are without merit, they need to be looked into, yet in that same setting there is an abundance of issues on the opposing sides to the Saudi coalition, less than 10 hours ago houthi forces fired a ballistic missile into Saudi Arabia, it never got that far and crashed in the al-Safraa region, as well as in Saada (both Yemeni), yet that is a part that does not make the news, in addition, the established fact that houthi forces have no options to create the ballistic missiles imply that Iran is still delivering them and a lot of that had not been mentioned by the media, and as such I want to get my fingers on that UN Report (especially after seeing that essay from Agnès Callamard).

The Conveyance of GGGGG

We see that the US s still playing its trade war game and it found a new tool. That tool is named Poland. Now, let’s be fair, any nation can use whomever or whatever they desire, need or demand to get their business done and there is nothing out there that Huawei is the only player, because they are not.

So why did I call them a tool?

That part is seen in a news article that gives us: “It was signed by U.S. Vice President Mike Pence, who’s visiting Warsaw for a ceremony commemorating the 80th anniversary of World War II, and Poland’s Prime Minister Mateusz Morawiecki. “We believe that all countries must ensure that only trusted and reliable suppliers participate in our networks to protect them from unauthorized access or interference,” according to the declaration, which doesn’t single out China or any companies“, you do not send the Vice President to Poland to implement a 5G solution, you do not send that man to introduce new technology; this was done. The article is all about implied and accusation towards Huawei on “prevent the Chinese Communist Party from using subsidiaries like Huawei to gather intelligence“, which still has not been proven after a few years and the one issue from 2011 was settled and adjusted for. In addition to all this, Mike Pence comes across as an absolute hypocrite when we see “using subsidiaries like Huawei to gather intelligence“, whilst places like Facebook have been spreading data like a prostitute with an STD to anyone willing to listen and store data (Cambridge Analytics anyone?)

The issue becomes even more hilarious when we consider the source FierceWireless. There we get ““Polish counterintelligence have detected certain actions, which might have been an espionage nature”“, a quote given by Poland’s president Andrej Duda, Apart from Polish counterintelligence being too stupid, I meant untrained to shut down the FSB/entrepreneur silver acquirers in Gdynia being one example and those individuals have been active since before 2002. I am basically stating the speculative situation where Polish intelligence could not find a clue unless it was spoon-fed and is it my speculative view that Mike Pence fed the Polish president some CIA reports of a highly dubious nature. so whilst we see the operative ‘which might have been‘, there is a 87.332% likelihood (roughly) that Polish Intelligence can too often not differentiate between FSB, Chinese MSS, Polish Students and Russian Entrepreneurs (Russian Mafia is such an overused term). I have to admit that I have not bothered to look into Polish abilities after 2003, yet in those days SIGINT in Warsaw really did not add up to anywhere near the needed level they needed to be.

The problem for the US is not that they have 5G equipment; the issue is that it is too inferior at present. It is the price of iterative technology versus innovative technology (a fact I highlighted on numerous occasions) and Huawei has been the innovator for several years now. In this setting we see the accusations of US being nothing but a bully going up against a tech giant that has at present shipped over 200,000 base stations and the delay that some governments are creating (because they know not what they do) will hinder them as per 2021 a lot more than they realise. There is now an additional shift happening. There are early indicators that the Huawei offices in Saudi Arabia have been part of a larger group that are making progress on getting Pakistan on 5G using Huawei, even as the sources are unconfirmed (read: not super reliable), the stage that India now has it that the 3 year delay because of the Huawei issues would give them additional set-backs as well. Not to mention that certain new 5G IP that is openly for sale will also foster additional speed for Huawei in other ways. Huawei now has the created stage to directly instigate advancements to a global community of over 400 million small businesses whilst these players all get to have a larger stage on their own creation of awareness, visibility and marketing. That power directly to the business will leapfrog business in places like India faster and faster (the largest beneficiary when they get it), when that door opens places like IBM and Google will see a loss of revenue growth and a dip in their data soon thereafter, with the Princeton Digital Group (PDG) now in the stage of building their data centres in China and Singapore, more options will open up outside of the US, more important the connections that the joint venture has created with 21Vianet will change a lot more heads in the coming year. I doubt that the centre will be ready before the end of 2020, but there are larger clusters now being made ready outside of the US and Huawei will benefit a lot more than anyone else at present. In addition to that the Colocation Saudi Arabia Data Centres (19) as well as the Google Data Centre (upcoming) changes the cloud even further, with the US losing the monopoly it once had we see a shift and the consideration that data becomes a currency. That seems outlandish, but it is not, it is merely the next step and 5G is essential to that part of the racetrack, a racetrack that the US tried to grease, making it a slippery place to be and the consumer market is waking up to that danger. These elements are visible out there via a whole range of openly visible sources and published agreements.

In the end the conveyance of 5G is starting to get an additional pool of players that are openly out there growing business ventures and those ventures are not in the US. That what the US feared the most is now slowly becoming reality.

The larger concern is not merely these focal points, it is how they take resources away from places where focus needs to be, the actual and proven transgressions by Iran, even as it is removing more and more limits on their nuclear programme, we see Forbes giving us the part that matters to the US, or better to US corporations. the headline ‘War With Iran Would Be Disastrous And Enormously Costly‘ is true on both sides and even as Secretary of State Mike Pompeo and  National Security Advisor John Bolton are all for military actions (to some degree), we need to see two parts. The first is that corporations want a peaceful settlement and the media is not mentioning large issues with Iran on several levels, the second is that with a debt of well over $22 trillion ($22,500,000,000,000,000) there is no money for a costly war. The US is playing the paper tiger and the slowdown that they are creating in the US-China trade war is having a much larger issue, so the US is depending on tools to do the work for them and even as Poland is on their side, Greece is ready to embrace Huawei with 5G because of the economic momentum they gain. These are merely two of a much larger pool of issues, basically the US needs to fight a war on two fronts (China and Iran) whilst they are out of money, options and technology, a setting that seemingly implies a war but without soldiers and without weapons. It is funny, but this reminds me of a Star Trek episode from 1967 called A Taste of Armageddon.

There the two players have decided on a virtual war to keep their cultural heritage safe. The problem is that both need to agree on the rules, so we see in the translated reality a UN SC versus UNIFIL setting. The United States Security Council intervenes when two parties agree (MFO), the United Nations intervene when two parties disagree (UNIFIL). I personally was in the first force in 1982 (Sinai). In this game we see the US trying to play a virtual game, whilst the evidence is not there, so they rely on tools. In addition this virtual game is not played because China and Iran both disagree on matters and the US cannot afford to send troops and wage a super expensive war.

All elements come to blow in the two given focal points, so until the other players are willing to deal with Iran, there will be no action leaving the pressure on Saudi Arabia, the UAE with Yemen in the middle. Until the US gives actual and factual evidence the 5G stage is moving towards China (Huawei) more and more and all those who support the US will see a slowdown on their future economies and it making more governments reconsidering the Huawei solution. It is optionally seen as a war on two fronts (US vs Iran and China) as well as two dimensions (economy and technology) whilst at present it is almost a given that the US will lose both of them.

The second part was given by the South China Morning Post in July when they reported ‘Nearly 60 per cent of Huawei’s 50 5G contracts are from Europe‘, 28 out of 50 chose Huawei. All in all there is a tactical problem in the US and it is getting worse, the moment that they act against Iran too late is the day that whomever is in the Oval office will have to publicly admit that they would decide to signing an economic trade agreement with Iran. I wonder how Israel and Saudi Arabia will react that day, because it will redefine a lot of global lines that day.

 

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From trade war to losses

Huawei remains in the news on an international level. Australia gives us ‘Huawei sheds 100 Australian jobs in the face of 5G ban‘ (ZDNet), ‘Huawei Australia says over half of jobs at threat due to 5G ban‘ (ITnews), and ‘Greece opens up to Huawei’s 5G ambitions‘ (ZDNet). For the most there is some level of balance that is going on. We see messages of reprieve given to the US on Huawei, yet the clear part is that there is no way around Huawei. Just like the 80’s when there was no way around IBM. I still remember those arrogant sales people. Whenever they could not answer a question with any clarity (which was more often than I was ever comfortable with), the response became: ‘Sir, we are IBM‘.

It is not limited to one company, CNN reports (at https://edition.cnn.com/2019/08/23/business/china-tariffs-trade-war/index.html) “The US-China trade war ratcheted up yet again on Friday, with Beijing unveiling a new round of retaliatory tariffs on about $75 billion worth of US goods“, this round will hit “25% for vehicles or 5% on parts, and would take effect on December 15th. The new tariffs will target 5,078 products, including soybeans, coffee, whiskey, seafood and crude oil“, this war was a bad idea for America the moment they started it. Yes, there is an impact on China and there is an impact on Huawei. Yet the world cannot go around Huawei. The non-Chinese players were complacent for well over half a decade and the invoice is due, it is an invoice that a bankrupt America cannot afford at present. Moreover, the stage is now sliding away from the American market more and more. As Europe is seeking Huawei to instigate growth, America grows lag time losing momentum more and more. In Europe the issue is larger because it is not one EU; we are looking at 27 member states. The UK with BT gives us: “The investment bank also noted that the Conservatives have outlined an ambition for the roll out of super-fast fibre broadband across the whole of the UK by 2025 but it is not clear how it will be funded or what the returns will be for BT“, a technology years out of date, too much delays, politicising and now BT, a company that was once regarded as a company at the height of technology (some might remember the 80’s advertisement with Tom Baker, the 4th Doctor Who showing us a piece of fibre optics, transmitting the entire bible in one second), the message of advanced progress was clear. Yet in 2018 we see other messages ‘Why most of the UK doesn’t have True Fibre Optic Broadband‘, the setting is a disappointing one and there is a really nice explanation (at https://www.youtube.com/watch?v=DDp9-tSYpU0). The Dutch have KPN, an advantage here is that they managed to put 30% of the British population on 14% of the UK, so they have less distance issues. So even as Reuters gave us last April “Dutch telecom firm Royal KPN NV said on Friday it would select a Western supplier to build its core 5G mobile“, they will be digging a large hole for themselves. No matter who gets chosen, they all lag to a much larger degree the abilities that Huawei offers and that impact will only increase over time.

To see this we need to take you to a little math equation. An innovative technology gives you 10 years. Huawei has at present two innovations and three iterations lined up, which gives them 26 years (iterations gives one a mere 2 year advantage), which almost aligns as reengineering catches up three years annually. This gives us the number that others need to catch up to Huawei, who could in 2020 be technologically already at 2047. At present none of them have any TRUE innovations. As such the iterators will truly catch up in 2028 whilst that stage will be met in 2020 by Huawei. This is the largest danger for all the other players. In 2028 the 5G market will settle and they are all still catching up whilst Huawei rules the 5G on a global scale.

The math was important, because it also meant that I have until 2023 to sell my IP, at that point iterators will have found part of my IP and they can equal it to me by 2025. The math was everything and the math is not looking good for America or Europe. Those who embrace Huawei to some degree will get a much larger advantage. My IP was about pushing momentum and if that goes as I hope, the others will face a much larger setback, in all this a much larger part of cybersecurity will not work, or will merely delay the commerce. When was the last time you saw commerce seeking safety over revenue?

The fact that the Guardian gives us: ‘Apple warns new credit card users over risks of it touching wallets and pockets‘ (at https://www.theguardian.com/technology/2019/aug/22/apple-card-wallet-pocket-warning) gives a much larger issue. Even as we laugh on: ““Apple Card completely rethinks everything about the credit card. It represents all the things Apple stands for. Like simplicity, transparency, and privacy,” as the company said when the card was launched. Just don’t put it in your pocket.

So when was the last time you went on vacation and you had to take care of all that for a mere Credit Card? What happens when there is damage to the card whilst on a business trip? Oh, and more interesting, what Forbes told us (at https://www.forbes.com/sites/daveywinder/2019/08/10/apples-iphone-faceid-hacked-in-less-than-120-seconds/#1c136a2421bc) with the title ‘Apple’s iPhone FaceID Hacked In Less Than 120 Seconds‘, it is the issue of greed versus Common Cyber Sense and CCS never gets to win, greed dies!

That will show in 5G within the first year and as such there is a lot less taken care of, and it was exactly why I am rubbing my hands, the more desperate they become, the more valued my IP becomes and in the end, my IP pushes commerce and safety in the same IP line. As an android solution I get to thumb my nose against Apple and iOS, it is too iterative to consider. I hope that Google wakes up, so far Huawei might be the only tender and that is just fine by me.

How do these relate?

The pressures that we saw when thatcher decided to stop Fibre, as she saw that BT got an unfair advantage (which is fair enough) too many players try to get part of the cookie for their minimalist services and it directly relates to the US. Their stage of Status Quo as dictated by Wall Street has stopped innovation. The boat that was not rocked was giving Wall Street the managed expected returns they vowed to get. Yet the other side is also a given. We see this as the senior people stayed where they were, stopping innovation too often because they were scared to make the jump, it is the principle that gave Google the growth they had, yet the linked headline (to the smallest degree mind you) ‘Americans Owe $1.6 Trillion In Student Debt – What Will It Take To Solve This Crisis?‘ close to an entire generation was topped to innovate, I grant you that not all are innovators, but the entire innovation cycle was missed. As such highly educated people got menial jobs and went in other directions, a decent amount of them disillusioned. There is a part that gives the concern of affordable higher education, yet there is also the path that those educated and ready were stopped their innovation; each of them stopping 3-7 fellow students to tag along in that innovation path. It is what I call, a non-proven given. It is hard to set a number to this and there are of course other elements (like the economic crash) all set through and connected to the actions of a few on Wall Street, that much we all agree on and whilst that path was set to non-motion, innovation was lost in almost a dozen industries, IT and telecommunication being the most visible ones. Patents are the most visible marker here, but not the only one. That part is making the US scared, not nervous but scared. Over the next 5 years 43 drugs will become generic, the patents expire, 28 of them this year. the world looks at the pharmaceutical patents because of the aging population, yet technology patents expire too and all of those not linked to renewed innovation patents will be collapsing, consider all that was patented from 1985 and 1999, all coming to a close some were just forgotten and not renewed because the technology was surpassed, yet there we forget that original ideas can be reengineered solutions, all up for patenting and that market is well over $100 billion. One consideration is shown (at https://www.dnj.com/story/news/2019/08/22/rutherford-county-jail-hit-lawsuit-over-patent-infringement-stealing-technology-smart-communications/2064500001/) where we get: “Smart Communications accused them infringing upon their patented technology that transformed written mail into an electronic version sent directly to inmates“, I merely wonder how we see that setting when we look at players like Perceptive software, Readsoft and a few other players. Readsoft became part of Lexmark and then Lexmark, the printing and Software Company, agreed Wednesday to be sold to a consortium led by Apex Technology of China and PAG Asia Capital, a private equity firm. Consider the placement of digital transfer, on an international level in the hands of a Chinese consortium. The NY Times took notice (at https://www.nytimes.com/2016/04/21/business/dealbook/lexmark-apex-pag-asia.html), for the most no one else did. They had no grasp of the power that the innovations were that Readsoft had. I worked with the materials; it was next gen software in 2003. Now consider that we think digital almost every moment nowadays, but there are decades of legacy materials out there and not everyone has the budget of the America alphabet group. In 5G that material needs to be digital or it will be lost. All these patents give advantage to the owner and stop others, having to re-engineer their idea again and again, that is direct currency and China has a much larger truckload of them with a later end date, even as Huawei is all innovation, they still need their patents and whatever innovation they launch next, they will need to have the patent in place. It stops all the other making the case that their advantage grows as the others forgot to get a workforce that is innovative in nature (Google is excluded from those losers). The innovator drivers are gaining momentum and over the next three years their advantage gets to grow.

That was always the advantage the innovators have and the iterators are starting to feel the pain. IBM, Microsoft and Apple might market their ‘innovation’ yet marketing it doesn’t make it actual innovation. Perhaps you remember the Verge last March giving us ‘Study confirms AT&T’s fake 5G E network is no faster than Verizon, T-Mobile or Sprint 4G‘, marketing versus reality is often disappointing and the iterative technology firms are finding out the hard way that there is no such thing as marketing the reality of shareholders expectations.

We see that part ibn another field as Microsoft Phil Spencer gets to be quoted: “There’s only one new Xbox coming in 2020: ‘We are not working on a streaming-only console,’ says Xbox chief“, yet the end of the article gives us: “given the iterative nature of game consoles and the history of the business, we wouldn’t be surprised to see new versions of Project Scarlett in the coming years – it just sounds like we’ll only see one in 2020“, that is where Business Insider made the massive flaw one week ago. It is a flaw because if that was actually true the Nintendo Switch would exist, iteration would never have led to the Nintendo Switch, and not only is it beating all the records, it is also reducing the Microsoft Xbox One to the number three console. Projections are that Nintendo Switch will get to 50 million consoles sold before the end of the tax year, a lofty promise, yet that too shows the impact of innovation. In 2 years it equaled what Microsoft calls the most powerful console in the world and it took Microsoft 6 years to get there. Clearly power is not all it is cracked up to be. In addition, for the first time in history Sony is worried about how far Nintendo can get. Nintendo never wavered, they never lost their core groups, they merely added to them.

Innovation does that and innovation will push 5G in the same way, it seems that Huawei with its innovation has support all over the world on the impact of innovation and the funny part is that IBM and Microsoft used to be actually innovative, they merely forgot the sweetness of innovation victory, which is sad really. I gave mention to the Wall Street part in the Status Quo, yet they are not the only ones in that game and those who embraced that game held technology and innovation back to a much larger degree than you realise and that loss of momentum is a much larger issue in this trade war than anyone has considered.

 

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The slammer got slammed

There is nothing so rewarding as the moment you realise that you get to slam the door on those slamming the door on you. It is an innate feeling that is in the core of all of us. It is more powerful than getting the drop on your boss or CEO with an overwhelming amount of narcissism and the overbearing feeling towards the need of being some dominant / dominatrix figure (at that point they become merely a figurine).

I made several references over the course of 2018 that this was coming, the stronger one in May 2018 (at https://lawlordtobe.com/2018/05/05/milestones/) where I made the reference: “the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting“. The article ‘Milestones‘ has more, it also has references to the AfD (Alternative for Germany), and even as we see in the Financial Times (at https://www.ft.com/content/d695fff8-b838-11e9-96bd-8e884d3ea203) “It is a happy hunting-ground for the AfD: if polls are accurate, it could emerge as the most popular party in regional elections on September 1, even beating the left-of-centre Social Democrats which have governed this corner of East Germany since reunification in 1990. Two other eastern regions, Saxony and Thuringia, are also choosing new parliaments this autumn and, as in Brandenburg, the AfD is set to make big gains. That is a major problem for the eastern political elite“, I believe that this powerful eastern political elite is part of causing the headline ‘Germany: AfD surge threatened by party disunity‘, they are that scared at present. The gains cannot be stopped not to the degree some elitists are vouching for; the best that they can hope for is derailing them from becoming the majority, which is actually a political war that is allowed. The question becomes will it work?

We are 2-3 weeks away from finding out.

CNN gave us less than 2 days ago: ‘5 of the world’s biggest economies are at risk of recession‘ (at https://edition.cnn.com/2019/08/14/economy/recession-risk-economies/index.html), it is a huge part because the impact matters. Under Mario Draghi and his bond buying program, there are no reserves left, so the impact towards recession is about to get real. The shift in quality of life makes the consumer spending tactic an instant non option.

Yet, it all comes down to the Washington Post who (at https://www.washingtonpost.com/business/2019/08/14/stocks-tank-another-recession-warning-surfaces) gives us: ‘Stocks losses deepen as a key recession warning surfaces‘. It is here that we get: “after a reliable predictor of looming recessions flashed for the first time since the run-up to the 2008 financial crisis. The Dow Jones industrial average fell 800 points, or about 3 percent, and has lost close to 7 percent over the past three weeks. Two of the world’s largest economies, Germany and the United Kingdom, appear to be contracting even as the latter forges ahead with plans to leave the European Union. Growth also has slowed in China, which is in a bitter trade feud with the United States. Meanwhile, Argentina’s stock market fell nearly 50 percent earlier this week after its incumbent president was defeated by a left-wing opponent“. First of all, ‘reliable predictor‘ is not the term I would use, the dangers were clear for well over a year, it was the wrong stage of a trade war, with the Huawei 5G setting that pushed the inevitable date forward by a lot. The entire Huawei stage was a stage of stupidity, and a more dangerous post-recession part than anyone was willing to consider. We might find clarity in the footnote: “But with so many losing confidence in the near-term prospects of the economy and rushing to buy longer-term bonds, the U.S. government now is paying more to attract buyers to its 2-year bond than its 10-year note“, is looking in the wrong direction. It is merely a small symptom at present and direct consequence on risk and not the one that bites. The US is losing its footing on the global mobile market faster and faster. And even as we accept the ‘marketing’ that Huawei gives via Cnet towards 6G, the direct truth is outstanding for a longer time. It links to my own IP that is currently available to Huawei and I want my share of that market, I believe that my part after the fact will be enough to truly make me independent on several fronts. One party found my claim a $ billion market through the investment on $25m post taxation too good to be true, but it is the second wave that takes care of my needs and you gotta give a little to get a little. It is was the ‘denied’ parts of Credit Agricole and the Paris games of 2024 that gave me the final straw I needed to see that I was right all along. In all this verification that I was correct was always the biggest issue for me to deal with, and the recession is making those big business daddies of greed close to desperate, giving me a small push forward. Those people are not willing to walk away from a one billion market at the investment of 2.5%, no bank has ever offered those margins and with the Credit Agricole parts exposed to the smallest extent, I know it will work. It is there that I saw that the IP I designed was never considered by either Google or Huawei, all set to iterative paths to innovation, and the economy shows that nearly all of the other players were looking at the next quarter, whilst the quarter+3 was the game changer. The Olympics gave the option to look at inverted innovation and make it a new innovation, Paris was not the first, but certainly the clearest indicator and whilst we see through Channel News “Huawei Technologies has joined 564 other entities in the Paris Call“, the message is not that there are 565 players, it is that they are all looking in a similar direction whilst the none excavated the gold mine that was right behind them, a first lesson that the classics can inspire towards a new direction. Now that I see their direction I found two other fields that had not been considered to the degree it needed. Saudi Arabia is giving us Neom City, but there is a lack in one direction and now that this can be exploited we see even more options. You only had to be willing to get your hands dirty in the most literal of ways. And all this is pushed even more through the impact of the European economy. A French invention gets a new life after almost 2 centuries and we can see that there is more to be found.

Sergey Brin on Sat. morning

It is what else Harmony OS can do that will push the benefits away from the US and it will hurt Google to the smallest degree (almost inevitable), Google is just too big, but now that the equation changes, it is Google who will be chasing Huawei, so well done Trump dude, you merely made everything worse for America and I will sell to the quickest bidder and the 2.5% approach gives me the edge; the two known entities Ren Zhengfei and Papa Smurf Sergey Brin can make the investment from the small change they have in their pockets and the bait would be just too appealing for them.

Al this was confirmed and accentuated through the US Senate with: “In February, the US Senate Commerce Committee held a hearing titled “Winning the Race to 5G and the Era of Technology Innovation in the United States”, to discuss what policies are required to accelerate the deployment of 5G to keep America “competitive on the international stage”” and whilst we accept the American point of view, they forgot about two elements in the 5G field and the upper echelons of decision makers showed at that point that they were working in a dimmed room without lights, giving additional evidence that they never saw the writing on the wall and now I get to make a new voice and whilst I only am willing to trust Google or Huawei in all this, there can only be one winner and the others are merely a chaser at best, it is the price of iteration over innovation. Even as Microsoft and IBM are in denial of what they are about to lose, they do know and accept their choice. Microsoft is banking on Azure and there the hindrance of Harmony will cause a void, they were ready for Android, yet HarmonyOS is another matter and China is seeing that as another opportunity. It is there where we see the talks of Huawei with the Shanghai Blue Cloud Technology taking an additional turn, and how many players in the Paris games are banking on Azure? How many lose out when they are not ready for the 5G version 2 under HarmonyOS, it will work with Android and Azure, but suddenly we will see some accidental 10% gap (latency) and that is how the game was played and all this before my elements come into play, and they will!

The big business slammers all relying on PowerPoint presentation they are given the elements and when we see the 2023 acceleration and people cannot answer the differences because they never considered looking behind them as well as looking at the corners of their eyes, the blind corners they ignored; now they no longer have one blind spot, they suddenly have three and we get all kinds of concept promises in presentation form, all whilst the data was never that unclear from the very beginning. An issue they claimed that it was being looked at.

So here I am, having to take their shit with the option to sit at the sidelines watching them fight over options because they anticipated without comprehension, sometimes the universe gets to be nice and smile at those having to take their shit. A direct zero day exploit of the applied intent of narcissism on how good a presentation looks, whilst their data never clearly supported it.

My case of exceeding expectations towards customer satisfaction trumped some short sighted ‘Ca$h is king‘ setting, because it works at the grocer, but that part has no bearing when their minimum needs exceed he budget of 80%, it was a simple equation from the very beginning. So when we are now considering the new ‘truth’ where the Washington Post gives us less than an hour ago: ‘Weak global growth likely to mean US slowdown, not recession‘, we merely see wishful thinking in the quote “Yet most analysts expect the U.S. economy to power through the rough patch, at least in the coming months, on the strength of solid consumer spending and a resilient job market. The U.S. stock market plummeted earlier this week when the bond market, spooked by the global turmoil, sent a possible early warning sign of a recession ahead: The yield on the benchmark 10-year Treasury note slipped briefly below 2-year Treasury yields“, the article (at https://www.washingtonpost.com/business/weak-global-growth-likely-to-mean-us-slowdown-not-recession/2019/08/15/1cb8d81a-bfba-11e9-a8b0-7ed8a0d5dc5d_story.html),all whilst we see the clarity of next quarter believes linked to the next Thanksgiving and Christmas, all whilst it is Q2 2020 that makes the tequila slammer which gives the drinker the sledgehammer headache stated it was one that they never saw coming. The entire trade war is taking a new turn and when the people realise on all that the US is missing out on and therefor anyone taking that path will also learn that there is a long term price to pay and it is the markets that Google and Huawei are now staging for that brings the next stage. China has too much to gain, whilst Google will try to retain losses that they will optionally get (reduced growth is clearly a loss). Even as the impact for Google is small, losing one percent is still big news and there one percent adds to a billion plus, whilst their risk to hedge will cost them a mere 1.8% of the optional loss, it is a non-issue.

Guarantee?

There is none, but the option of a new 2% market is worth so much more than that, and it is not open to the iterative industries, innovators only, because it will be about the momentum and there is too much to gain. Consider what the 565 are looking at, whilst I focused on the group that represents up to 445,000,000 SME companies in a new 5G setting. The Olympics are merely the icing on the cake. 2020 Tokyo opens the doors more clearly but the impact is abundantly seen in Qatar 20222 and Paris 2024. And at present I see that they never looked in the places where they could be, merely where they want to be.

In the end it is one of Warren Buffett’s quotes that got me there: “the great moves are usually greeted by yawns“, thanks Warren; you were absolutely right on that part!

 

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Falling off the wagon

It all started with a success story, it then ‘evolved’ into the age of complacency as it was lying in a lazy floating chair in a swimming pool. America was lazy, complacent and greed driven.

Huawei overtook Ericsson in 2012 as the largest telecommunications-equipment manufacturer in the world, then casually overtook Apple in 2018 as the second-largest manufacturer of smartphones in the world, still behind Samsung Electronics, and rose to the 72nd rank on the Fortune Global 500 list. In December 2018, Huawei reported that its annual revenue had risen to US$108.5 billion in 2018 (a 21% increase over 2017).It is at this point that America was a mere 3rd position, Huawei is presently servicing 47 of the 50 largest telecom operators on the planet, for the first time in history America no longer really matters as a technology provider. Sources like the Economist, the Guardian, Fortune and TechRadar all give the same news. It is at this point that the USPTO has to give the goods (read: the bad message) that Asia has surpassed America with registered patents by a lot, and the US has to deal with more and more bad news as they get strangled by a debt that surpasses $22,000,000,000,000. 22 trillion and no end in sight to turn it around, now that 5G is off to the races more bad news is given as the American and Nokia 5G solutions are decently inferior to the ones that China (Huawei has). The American overreaction is astounding and it comes with additional levels of humour. When we see an article by cyber security expert Zak Doffman in Forbes ‘Huawei ‘Slams FedEx Vendetta’ After Courier Refuses To Deliver P30 Phone To U.S.‘ (at https://www.forbes.com/sites/zakdoffman/2019/06/23/huawei-slams-fedex-vendetta-after-courier-refuses-to-deliver-p30-phone-to-u-s) where we see: “Parcel returned by FedEx due to U.S. Government with Huawei and China Government—return to sender, the humour is here as we also saw a month ago: ‘Drug traffickers’ favourite way to move fentanyl is FedEx and USPS‘, so Fedex can stop a Chinese mobile phones, yet is incapable of stopping drug traffickers. It has become that bad and for the life of me, the idea that that stupidity has grown to this degree at the moment has made me realise that pretty much my only option left is to offer my IP at 10% value to China as America clearly can no longer be trusted to stop the stupidity in its own ranks.

And it gets to be worse. Now we see: ‘The U.S. blacklists five Chinese supercomputer firms, including AMD joint venture THATIC‘ (at https://www.pcworld.com/article/3404464/the-us-blacklists-five-chinese-supercomputer-firms-including-amd-joint-venture-thatic.html). So as we are now introduced to ‘U.S. firms will be forbidden to do business with the companies‘ we are shown more than stupidity. I have been an avid fan of the segregation, isolation, and assassination triangle in tactics, but this is pretty much the first time in history that a nation is doing it to itself, implying that American bankruptcy is so close to the collapse that they need whatever they can to delay the collapse of their economy. I can never trust any government in that position to be honest about any trade it holds. Handing my IP over to China is perhaps the only option to get any decent amount of funds out of them, and I have to pay the rent at some point.

Do I care about these Chinese companies? Not really! Apart from my trusty Huawei mobile, I do not know any of them and there is no real reason to know or care about them, but the actions of America to the degree that they are doing it, like they are the biggest whoring bully on the block also implies that they can do it to anyone else and as I see it, there are plenty of UK (BT), Swedish (Ericsson), Finnish (Nokia) and other firms they can do this to when things do not go their way. They will come up with some kind of National security scheme like Finland is next to Russia or something like that. It is nice to advocate open and fair trade when you are the only one dealing (IBM, Microsoft) but that is no longer the case and Microsoft has become too self-indulgent as they screw up market after market just to push their Azure solution. America can no longer be trusted, that is the short and sweet of it, they know it and Americans know it too, but they are too desperate and there is no stopping a desperate bully who is about to no longer matter.

And the world is not ready for a bully like that. Japan is too deep into its own problems, Europe is desperate to avoid whatever recession comes next and the others have no independent voice. In all this India is as isolated as it gets and that takes 12.5% of the global population out of the equation. As the risk of a 2020 recession in Europe is nearing an almost certainty there is panic, there is panic on Wall Street because the 2020 recession will hit the US squarely in the chest during the elections, ending whatever small edge the Republicans have and it changes everything for them. The 2020 recession will be worse than ever because the ECB squandered their reserves on incentives and stimulus as there are no reserves left. The ECB, IMF and Wall Street all knew that this could come and the 5G hype was all about avoiding it so that the new economy could restart what was lost, but their lag against Chinese Technology vendors (read: mainly Huawei) is so large that it will help the Chinese economy, but the others will only get a fraction of the IP they do not own and that fallback (or non optional fallover) is a lot larger than some are willing to admit to.

Now the short sighted American bias against Huawei and China is hitting new heights as they try to isolate China, yet in the end they are isolating themselves as Europe is seeking another option, they are seeing the value of Chinese IP and they want alternatives, especially if it could delay or even turnover their own impending recession, in that scenario America will lose more and more because their own technology is flawed, untested and lacks innovation. It will hit Europe, whilst benefitting the Middle East as Saudi Arabia, the UAE and Qatar have signed up with China, America lost more than just weapon deals there.

What Cisco achieved with UTS in Sydney a decade ago is now happening in Qatar, Qatar University College of Engineering now has a similar deal with Huawei, implying that Qatar might be the first place where Huawei trained 5G engineers and innovators are born pushing 5G innovation. For Qatar this is more than good news, there is a first stage where Al Jazeera could become technologically more advanced than CNN, another blow to American pride and Al Jazeera is eager to really get there. They have miles to go, yet with 5G fully deployed they can do it in less than half the time we expect. All elements that push America back further and further. When I stated that this was a stupid move by America in 2018, I actually had no idea that they would lose to this degree, but at present they are and their decisions are making things worse not better.

As we see the first Huawei Authorised Information and Network Academy (HAINA) programme launched in Qatar, we also recognise that this will enable Saudi Arabia and the UAE more and more, so there might be a diplomatic stance ending the unfriendly border issues between the three and they will profit stronger and stronger.

There is absolute truth in the statement: “Undersecretary of the Ministry of Education and Higher Education Dr Ibrahim Al Nuaimi, said developing the technology capabilities of Qatar’s youth will have a significant impact on the smart evolution of society and country, contributing to the growth of Qatari economy.  “Initiatives such as this one between Qatar University and Huawei demonstrate the power that cooperative action can have in shaping the future of a nation,” he remarked“, it still requires the foundation and the nurturing of how to grow innovation, yet I have seen again and again that the hungry will find alternatives to make food and Qatar is clearly famished at present.

And there is one more nightmare to face. You see if China gets any IP hands on anything that could replace x86 technologies, the US is truly done for. At present they will laugh, scream and make all the claims that an ego driven nation could make, but then there is the history. We have 1975 when Federico Faggin and 11 employees created the Z80, there was a small team led by Chuck Peddle who came up with the 6502, it hit Intel and Motorola hard, a chip at less than 15% of the cost of an Intel or a Motorola processor. It would fuel an industry that would sell well over 15 million computers in an age where computers were not popular. We recognise that America was the driver in all this, it drove RISC to be the factor for the creation of Summit, still the fastest Supercomputer in the world, yet now that China surpasses America in patents, they have the core to create a new age of computer technology. We see that from 2017 onwards the Huawei Mobile Phone is the personal server to have; the fact that it is a mobile is beside the point. My IP was a security pass on personal mobile servers and that is the foundation of the next decade. It is not the personal computer or desktop, there is still the laptop and Chromebooks (and likeminded devices) have the option to be the next power drivers, but Huawei has the hand with 4 aces, they have the foundation of mobile personal servers and it scares America. My idea for what would have been (optionally) the Google Tome was founded on that idea as I created a solution to stop the NHS collapsing. Now that most elements are with Huawei and Chinese operators, America actually matters less. Even as Microsoft is still screaming Azure (whenever they can), we see that there are other options that could do similar and could surpass Microsoft within 4 years, that realisation is scaring America to death. They have no options when that happens. Complacency got them there and the next generation of these so called ‘captains of industry‘ are holding a hand with a two and a seven and they are playing Texas hold’em. A proverbial Snake eyes for the craps dealer in the house, which is the setting and the stage they can no longer escape. It is where they are at and their overreaction merely shows their levels of desperation.

In 2021 we will see that not only will they have lost 5G to a crippling degree, the other players will fare even worse. If China gets a decent deal with Japan, America will have segregated itself, they isolated themselves as Europe and the Commonwealth will seek whatever keeps them afloat and at that point with the debt closer to $25 trillion, they will end up cutting their own wrists with all the uber wealthy Americans seeking sunny shores in their mega yachts. Suddenly places like the Riviera, Dubai, the Virgin Islands and Italy will be swamped with Americans who will be quiet as mice as they wait for America to reinvent itself in the span of 2-3 decades, and America needs to get lucky to do it that fast. As the world is set to the currency of IP and patents, it might take a whole lot longer than that.

When I decided to get my Master in IP in 2010 I knew that there was a change in the winds, it was the clearest in IT, but I saw how it would impact to a much larger degree, I saw the shift to mobile patents in 2012, and now I see the other shifts too. I feel certain of my view, I cannot tell how politicians will react because that too impacts the changing tides, but overall they seem to align to the need of greed too often as such, my predictions are more likely than not coming true. It’s a sad world, if only American firm had not been so lazy relying on iterative technology for a decade, things would be very different indeed.

To complete the change China really only needs three more innovative steps in 5G communication to make it certainty and turn these steps into nail to service the coffin that is America, with the Middle East in play, there is every chance that they will pull it off, the rest of us (the non-Americans) will need to decide on how that future serves us best, because that too is a choice we face, and we have to make it ourselves.

And if you were in doubt until now, the Wall Street Journal reported only hours ago: “U.S. President Donald Trump is looking to require next-generation 5G cellular equipment used in the United States to be designed and manufactured outside China, the Wall Street Journal reported on Sunday, citing people familiar with the matter.” So consider this quote really clearly: the entire China matter has been going on for weeks, yet yesterday we see that equipment is to be ‘designed and manufactured outside China’, a discriminatory tactic that shows that there was no clear tactic in play, and clearly the Americans are not up to scrap at present. What else was not anticipated on?

Someone fell of the wagon and others were unable to see the dangers clearly, The US still does not recognise that it has a real problem; the first stage of solving the problem is at present not met. Do you really need more convincing?

 

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