Tag Archives: IBM

April 21, 2026 · 23:55

This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

Leave a comment

Filed under Finance, Media, movies, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

April 17, 2026 · 15:07

What is real?

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

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

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

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

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , ,

April 16, 2026 · 03:10

About that woman

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

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

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

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

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

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

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , ,

April 10, 2026 · 01:49

Creation and creativity

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

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

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

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

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

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

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

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

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

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

March 22, 2026 · 01:28

I am not economical savvy

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

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

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

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

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

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

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

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , ,

February 25, 2026 · 22:41

Today is the difference

That is what people will tell themselves and I would agree, but there is a setting that no one ever expected. You see, America has just had its State of the Union. And the ‘books’ say that the state of the union is:

An annual message delivered by the president of the United States to a joint session of the United States Congress near the beginning of most calendar years on the current condition of the nation.The speech generally includes reports on the nation’s budget, economy, news, agenda, progress, achievements and the president’s priorities and legislative proposals. The address fulfills the requirement in Article II, Section 3, Clause 1 of the U.S. Constitution that the president “shall from time to time give to the Congress Information of the State of the Union, and recommend to their Consideration such Measures as he shall judge necessary and expedient”.

So we can assume that the Americans will be given a true representation of what is, what might be and what is desired. So we get two sources. First the Dutch NOS who gives us “‘US stronger than ever,’ Trump says in campaign speech riddled with falsehoods” (in Dutch, at https://nos.nl/artikel/2603925-vs-sterker-dan-ooit-zegt-trump-in-campagnespeech-vol-onwaarheden) and to avoid translating the whole enchilada, we can turn to CNN who gives us (at https://www.cnn.com/2026/02/24/politics/fact-check-state-of-the-union) ‘Fact check: Trump makes false claims about the economy, elections and crime in State of the Union’ and CNN fires of the first sinker of whatever battleship opposes it with “Many of them were long-debunked falsehoods familiar from his rallies, interviews and social media posts. These include various lies disparaging the fairness of US elections, his false claim that he ended wars that were never actually wars or never actually ended, and his fictional “$18 trillion” figure for supposed investment in the US over the past year. The subject on which he was most frequently inaccurate was the economy. Among other things, Trump overstated the performance of the economy during this presidential term to date, overstated the inflation he inherited from the Biden administration, used highly misleading figures when discussing gasoline prices, and wrongly asserted, twice, that foreign countries are paying the tariffs that are actually being paid by US importers.” And weirdly enough I get it, a nation that is broke is the most unlikely to state in its statement of the budget “We are destitute, we squandered all you have and the United States doesn’t have anything left, we are a drowning vessel with no hope for shore. It sounds like a passenger on the Titanic that asks “Is land far away?” And the crew member states, no madam, it is a mere 3,800 meters to land. The lady asks what direction she should swim. The crew answers straight down. 

That is the setting as I see it, that the United States of America is in. The 18 trillion is to avoid the discussion of the United States defaulting on its loans, because that will be the next setting to scuttle Wall Street, pension funds and several other funds who have been banking of US Treasury bills. And I am not alone, David Kelly (JP Morgan) stated last October that the United States was going broke slowly, I am no longer convinces that it is going slowly. As the America administration is vying for the next hype, they are banking with funds they no longer have and as I see it, any nation with US treasury bills is about to sell them with a loss and there is no going back. I warned for this for almost a decade and no one wanted to listen. In stead of overhauling the tax system, people started screaming that they should tax the billionaires whist that might merely stop the avalanche that comes for a mere week and it would be unlawful. But that is for another day. CNN also gives us “As of the night of Trump’s address, the White House’s own website said the figure for “major investment announcements” during this Trump term was “$9.7 trillion,” and even that is a major exaggeration; a detailed CNN review in October found the White House was counting trillions of dollars in vague investment pledges, pledges that were about “bilateral trade” or “economic exchange” rather than investment in the US and vague statements that didn’t even rise to the level of pledges.” Sol why did he double it? I reckon that the economy is at a massive decline with waging war on Canada, Greenland and a few other places. Canada and the EU are don’t with him. I personally believe that China is too, there is too much in the recession pipeline, China has won and the United States lost. A war that never had any chance of success. Why? When you consider the ‘innovation’ that some tech companies proclaimed all whist they cannot figure out the innovation that Huawei is sporting, that should be enough and now that we see some political game between OpenAI and Microsoft with hundreds of billions at stake, the AI war is seemingly settled in favour of Google, AWS and IBM. So whilst we get all kinds of innovation speech on how AI can replace COBOL programmers (downgrading IBM stock by 10%), we are unlikely to see that happen, as such IBM stock will repair itself and the proclaimers of that setting (Anthropic) fail to deliver, their basket will be floating down the Nile to the space of a hungry Crocodile. And in all this no one is asking how Anthropic got the trained DML engine that could do this, because if it only went from the manuals, they are in for a big surprise as I see it. IBM programmers got COBOL to cry ‘mommy’ whilst getting 12 statements out of 8 lines. I know it does not make sense, but there is a bigger setting and whilst I only casually did COBOL in 1985, I am in no way an expert. Yes there COBOL AI can run circles around me, not IBM programmers wit decades of experience. And that is merely one of many setting where the America Economy falls flat. And the United States are making it harder on itself with every iteration of tech enterprises that are playing some bluff game and are setting the bar to miscommunication in the 11th hour. That Is how I personally see it and the media is chasing digital dollars, so they are mostly no help. 

Then CNN gives us “Trump claimed gas prices are “now below $2.30 a gallon in most states, and in some places, $1.99 a gallon.” But no state had an average gas price on Tuesday below $2.37 per gallon, according to AAA; only two states had an average below $2.50 per gallon. And while there are some individual gas stations selling gas for below $2 per gallon, they are scarce; Patrick De Haan, head of petroleum analysis for the firm GasBuddy, said during the speech that the firm found just four stations across the country below $2 (aside from special discounts) out of the roughly 150,000 stations the firm tracks, so about 0.003% of the total.” As such we see the state of the union a setting where the United States might actually be broke, I have no evidence to that effect, but it renders correctly with all the other facts we are given and the other settings we have been watching for years. As such today is the difference and I wonder who will actually as the president of the United States whether it is acceptable that the State of the Union was based on incorrect miscommunications. 

A fair question, not?
And now I hear (unverified) that Canada has told StarLink to vacate Canada, its allocated frequencies have been retracted, its hardware must be removed in 60 days and as I see it, that will imply that America gets even less money now. As I stated, this was unverified and asI had only one source, it is not enough. Perhaps I get more data later, but for now, whomever hears that news, take it with a spoonful of salt. 

So have a great day and feel free to question the data your government gives you. 

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , ,

February 21, 2026 · 01:16

Alternative Indiscretion

That is the setting and it is given to us by the BBC. The first setting (at https://www.bbc.com/news/articles/c8jxevd8mdyo) gives us ‘Microsoft error sees confidential emails exposed to AI tool Copilot’ which is not entirely true as I personally see it. And as the Microsoft spin machine comes to a live setting, we are given “Microsoft has acknowledged an error causing its AI work assistant to access and summarise some users’ confidential emails by mistake.” As I see it, whatever ‘AI’ machine there is, a programmer told it to get whatever it could and there the setting changes. With the added “a recent issue caused the tool to surface information to some enterprise users from messages stored in their drafts and sent email folders – including those marked as confidential.” As I personally see it, the system was told to grab anything it could and then label as needed, that is what a machine learning programmer would do and that makes sense. So there is no ‘error’ the error was that this wasn’t clearly set BEFORE the capture of all data began and these AI wannabe’s are so neatly set to capture all data that it is nothing less than a miracle it had not surfaced sooner. So when we laughingly see Forbes giving us a week ago ‘Microsoft AI chief gives it 18 months—for all white-collar work to be automated by AI’, so how much of that relies on confidential settings or plagiarism? Because as I see it, the entire REAL AI is at least two decades away (optionally 15 years, depending on a few factors) and as I see it, IBM will get to that setting long before Microsoft will (I admittedly do not now all the settings of Microsoft, but there is no way they got ahead of IBM in several fields). So, this is not me being anti-Microsoft, just a realist seeing the traps and falls as they are ‘surfacing’ all whilst there are two settings that aren’t even considered. Namely Validation and Verification. The entire confidential email setting is a clear lack of verification as well was validation. Was the access valid? Nope, me thinks not. A such Microsoft is merely showing how far they are lagging and lagging more with every setting we see.

And when we see that, is the setting we see (at https://arab.news/zzapc) where we are given ‘OpenAI’s Altman says world ‘urgently’ needs AI regulation’, and I don’t disagree on this, but is this given (by him of all people) because Google is getting to much of a lead? It is not without some discourse from Google themselves (at https://www.bbc.com/news/articles/c0q3g0ln274o) the BBC also gives us ‘Urgent research needed to tackle AI threats, says Google AI boss’, consider that a loud ‘Yes’ from my desk, but in all this, the two settings that need to be addressed is verification and validation. These two will weed out a massive amount of threats (not all mind you) and that comes in a setting that most are ignoring, because as I told you all around 30 hours ago (at https://lawlordtobe.com/2026/02/19/the-setting-of-the-sun/) in ‘The setting of the sun’ which took the BBC reporter a mere 20 minutes to run a circle around what some call AI. I added there too that Validation and Verification was required, because the lack there could make trolls and hackers set a new economic policy that would not be countered in time making them millions in the process. Two people set that in motion and one of them (that would be me) told you all so around December 1st 2025 in ‘It’s starting to happen.’ (At https://lawlordtobe.com/2025/12/01/its-starting-to-happen/) as such I was months ahead of the rest. Actually, I was ahead by close to a decade as this were two settings that come with the rules of non-repudiation which I got taught at uni in 2012. As such the people running to get the revenue are willing to sell you down the river. How does that go over with your board of directors? And I saw parts of this as I promised that 2026 was likely the year of the AI class cases and now as we see Microsoft adding to this debacle, more cases are likely to come. Because the greed in people sees the nesting error of Microsoft as a Ka-Ching moment. 

So as we take heed with “Sir Demis said it was important to build “robust guardrails” against the most serious threats from the rise of autonomous systems.” I can agree with this, but that article doesn’t mention either validation of verification even once, as such there is a lot more to be done in several ways. If only to stop people to rely on Reddit as a ‘valid’ source of all data. Because that is a setting most will not survive and when the AI wannabe’s go to court and they will be required to ‘spout’ their sources, any of them making a mention of ‘Reddit’ is on the short track of the losing party n that court case. What a lovely tangled web we weave, don’t we? So whilst we see (there) the statement “Many tech leaders and politicians at the Summit have called for more global governance of AI, ahead of an expected joint statement as the event draws to a close. But the US has rejected this stance, with White House technology adviser Michael Kratsios saying: “AI adoption cannot lead to a brighter future if it is subject to bureaucracies and centralised control.””

Consider that court cases are pushed through a lack of bureaucracy? I am not stating it is good or bad, but in any court case, you merely need to look at the contents of ‘The Law of Intellectual Property Copyright, Design & Confidential Information’ and that is before they rely on the Copyright Act, because there is every chance that Reddit never gave permission to all these data vendors downloading whatever was there (but that is pure speculation by me). And in the second setting we are given “AI adoption cannot lead to a brighter future”, the bland answer from me would be. “That is because it doesn’t exist yet” and these people are banking on no one countering their setting and that is why so many of these court cases will be settled out of court. Because the truth of this is that the power of AI is depending on certain pieces being in place and they are not. Doubt me? That is fine, and I applaud that level of skepticism and you merely need to read the paper “Computing Machinery and Intelligence” which was written by Alan Turing in 1950 to see how easy the stage is misrepresented at present. 

AlanTurinDownload

So is there good news? 
Well if you want to get your dollars in court and you are an aggrieved party, your chances are good and the largest players are set to settle against the public scrutiny that every case beings to the table. And in this day of media, it is becoming increasingly easy as I see it. There is no real number, but it is set to be in the billions where one case was settled on $1.5B, as such there is plenty of work for what some call the ambulance chasers and they will soon get a new highway, the AI Chasers and leave it to the lawyers to find their financial groove and as I see it, people like Michael Kratsios are bound to add to that setting in ways we cannot yet see (we can see some of it, but the real damage will be shown in a year of two) so as some are flexing their muscles, others are preparing their war fund to get what I would see as an easy payday. 

A setting that is almost certain to happen, because there are too many markers showing up the way I expected them to show. Not nice, but it is what it is.

Have a great day as you are all moving towards this weekend (I’m already there)

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , ,

February 4, 2026 · 00:05

The Grass on the grave

It comes with a setting. The first is the grass is always greener on the other fellows grave. The other setting is that we are on the setting that we are given that one good turn deserves another.

Do I sound a little weird? Yes, that is the case, but it comes with the numbers that we are being smacked with and as we are considering what a brain drain will do to the United States. This setting is one that might need work.

To set the first stage we are given: 

Amazon 15,000
UPS 30,000
Oracle 20,000
Microsoft 20,000
IBM 3,000

It concerns over 88,000 people who are getting made redundant in these 5 companies alone, I reckon the whole set will be a lot worse soon enough and when you think that they are with their backs against the wall, consider the following.

That is just Saudi Arabia who is in need for thousands of position, as such the Muslims in America might have a decent solution coming their way and the UAE is in a similar state, both nations needing IT staff, which puts the people at Amazon, Microsoft, IBM and Oracle in a decent state. Both places are in a good setting for job placements and those who cannot live in a more strict muslim way might consider the UAE, but that is not me side setting the job offerings in the mix, but most of these forms are doing it to deal with the cost of data centres and that is not a good enough reason for me. The brain drain that it leads to might be more disastrous than anything else the United States could be headed to.

Now both Saudi Arabia and the UAE could post advertisements in the metro sections of the news papers in the places where these job losses occur with an optional website where these people could apply and upload their resume. At that point it becomes the setting for these two nations to see who they could use and who not. At the setting we see with Aramco (Saudi Arabia) and ADNOC (UAE) and that is before they are looking at people for their data centres. I reckon that the braindyain will be very real for the United States. I reckon that the advertisement we see in the Arab News might soon have a much smaller number. 

So that is the small setting that we are facing now and the job cuts that American companies are putting themselves on, might be the solution that Saudi Arabia, the UAE and even other nations might need. So if you are on that redundancy train, here is a little reminder that “Your next big opportunity may be where you are right now” and lets see that solution work for you, because when you are one of 88,000 the setting does not work in your favor, as such I thought of giving some who might need your expertise to set the stage for you and not against you. 

So you all have a great day and I will find a way for others to know what some of you might be going through at the start of 2026.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , ,

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.

Leave a comment

Filed under IT, Media, Science

Tagged as , , , , , , , , , , , , , , ,

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.

Leave a comment

Filed under IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , ,