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Return of DM

You have probably seen it, I definitely have and they all call it “A call to AI arms” or something of that sort. It started an hour ago. I saw a security guard and I said “That shop is deceiving us, they say 50% of everything and they are still wearing all their clothes”, the guard was not amused, or perhaps his sense of humour doesn’t go that far. It might not have been overly funny, but at that moment a few things clicked together. And I was of to the races. You see, a few things clicked together and it started yesterday, but my subconscious had figured a few things out that my brain was still working on. 

Part 1
Part 1 woke me up to what some laughingly call AI. It was shown to me as a YouTube video. The video (at https://youtube.com/shorts/Kt_oGa4jLik) gives us an “AI” version of the statue. 

Screenshot

There is a setting that could work. Consider the increase of interest in Latin and Roman ways of life. To get these statues ‘brought’ to life has advantages. In the first we would not need to rely on actors for all of it and it would be one way to give more impact to the work of Edward Gibbon (1776) published the first volume of his The History of the Decline and Fall of the Roman Empire, Decline and Fall has been the theme around which much of the history of the Roman Empire has been structured. And it doesn’t click with too many of us, but when these statues come to life and as they give life to the writings something more comes to us, especially when it is in Latin. Now you see the first constraint. To see a few seconds of LLM on a statue is one thing, to get people to watch 24 times 45 minutes the constraint will become visible to all. Constraints are seen when the technology just isn’t ready and the utter bull we see on LinkedIn on a daily basis that our future is AI, when it doesn’t exist (yet) gives you a clear pause. But some people need this bubble to exist, their livelihood actually depends on this.

Part 2
Part 2 is LinkedIn. You see, I get a regular image on whether I am hiring. And the options are Yes and Not right now. This isn’t AI, or any kind of AI. This is Direct Marketing and that is what you resort to when you have no data. In 1998 I got a nice taste of that. Someone told me “You either bombard someone with DM, or you start getting clever about who you address the marketing to” it was a clever setting because that was when SPSS launched Answertree. The selected choice for those who wanted to waste as little as possible and when the penetration is a mere 4%, being clever will pay off nicely.

The setting we see now is a combination of constraints and abilities. We have no AI abilities and neither do the computers. As such certain people are trying to sell you a concept, an idea on how things will go and as such they create models that learn everything. So as such they are trying to WOW you with examples on YouTube and LinkedIn on how to do that, but the constraints are there and when you see the constraints you will try to get off that train and the people will have gotten you invested at boarding that train. As such you are hooked and then the limits become visible. 

Part 3
The third part came yesterday in a dream, but the setting was seen at least a month ago. I saw it somewhere in November when I stumbled upon it, but it never clicked, because I wasn’t looking for it. But yesterday in that dream I saw the interaction of SPSS (AS400 version) with an export via EXCEL into SAP Dashboard. I had not used that combination in over a decade, but the image was there. Now, I get that these numbers aren’t ‘inspiring’ to anyone else than investors and the board of directors at ADNOC, but to create traction you need inspiring views and the report (added below) doesn’t have that and that is not on ADNOC, you need a better setting for that and that is usually where the car sinks (or strands). 

As I personally see it, constraints are surpassed when you give free reign to data to create interest and one place to do this is using SAP Dashboard to create this (originally called xcelcius). That is when market research used the combination to create visible waves in a new setting that people had not seen before and that creates the traction they needed. So what about the numbers shown via a dashboard? It isn’t just oil that requires presentation. You see Abu Dhabi has International Holding Company (IHC), Abu Dhabi National Energy Company (TAQA), ADNOC Gas L.C. and First Abu Dhabi Bank (FAB). These four represent 1.5 trillion in revenue. I reckon that they could use a more visible setting in presenting self and that is merely in one location. And no AI was needed here. A mere look at presenting different and showing themself in other ways. When you realise what dashboard can achieve, they will achieve more all whilst AI is still being created. So whilst we applaud the LLM (and DML) of statues, the moment one person states that Julius Caesar can give voice to his work (for example Commentarii de Bello Gallico) and the constraints make it fall short, you will realise that there is some length to go until AI is an actual reality. 

That was the parts my dream didn’t give me and a simple sign that bustled with inaccuracies (of everything) that was when my brain clicked the part together. OK, I can be slow too. Yet I take pride in my slowness, especially when my brain refuses to wake up, which it did to me today.

So have a great day and remember that tomorrow is the last day to learn what sex 2024 was about.

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Tapping an economy

This happens, some other (or new) player sets the stage where they can become a major player. This is a rare case but it can happen and now I seem to be witness to one that could end up being a much larger stage than I ever expected. The BBC (at https://www.bbc.co.uk/news/business-66310714) gives us ‘Why it matters where your data is stored’. The article is all about the cloud, yet this article gave me parts that brought out questions that allowed the consideration that the new player could in a short time frame become a major player. Yet to see this, we need to look at the parts.

Part 1
The first question is coming from ““The American authorities have the right to go in and see any data that is stored in an American cloud, even if the data centre is in Europe,” Mr Åström says.” That was a selling point for American firms and with the IP in data centres the Europeans will become concerned. The American credit score is dwindling down as such they will become more and more concerned with THEIR value, a view Europeans will not share, or will be willing to chance sacrificing asI see it.

Part 2
Then we get to “it’s big enough to rival the major US cloud providers: Amazon Web Services (AWS), Microsoft and Google. They have a 65% share of the world cloud market between them, according to Synergy Research Group”, here I miss the IBM and Apple clouds. Apple is a different issue, they have a niche market and they are optionally decently safe from what is coming. IBM is different, they have been on the corporate data shoe forever, so why is IBM avoided? The numbers give me “IBM Hybrid Cloud has market share of 1.88% in infrastructure-as-a-service market. IBM Hybrid Cloud competes with 71 competitor tools in infrastructure-as-a-service category.” Perhaps they are ‘too small’, time will tell but that doesn’t matter. With this setting Evroc has the momentum to become a major player, perhaps slightly below AWS, but to go from a wannabe to a player next to AWS, possibly surpassing Microsoft is not done lightly and as far as I could tell has never been done before. But that is not the worst of it (for Amazon and Microsoft). You see the EU is larger in population, as such more services are needed there, but this could flow over into Canada (as it is a Commonwealth nation) then the larger concern (for Amazon et al) will be the Middle East. I reckon that both Saudi Arabia and the UAE might want to be separated more strongly from American firms. If I were China, I would be pushing that button too. As such Evroc as localisation bubbles could grow even further. 

Part 3
Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” As I see it, should they decide to add two more clouds (KSA and UAE) they could tap into a few massive organisations and that should make the US a lot more bothered than they ever considered. I had issues with ‘data sharing’ in the late 90’s but I was laughed at, I was overly BS howled at. Well, it seems that I was right all along and now that the US needs its corporations to do well, Evroc comes in and takes away even more. I never saw this coming, yet as I see it Mattias Åström played his cards well and at the right moment. There is no telling how far this goes, yet the idea that (based on the numbers) “Microsoft increased its share from 23%, up from 21% the prior quarter, while Amazon fell from 34% to 33% and Google remained steady at 11%.” Evroc could grow by taking 20% of the others, we get 18% Microsoft, 26% Amazon and 8% Google, Evroc could grow by 12% (optionally towards 20%+) almost overnight (if a night lasts 7 years) That puts them ahead of Google and Microsoft making them a new major player. That is beside the damage they could do in the Middle East. With Aramco, SAMA, Al Rajhi banking, SABIC, STC, MA’ADEN, International Holding Company (IHC), ADNOC, Emaar Properties and a few more more. You might think this is all fun and games, but it is about to get worse.

Part 4
This part was not in the article and that is not on the BBC. You see I have looked in this direction before. In 2020 I wrote ‘Institutionalised Positioning’ (at https://lawlordtobe.com/2020/11/02/institutionalised-positioning/) where we see ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’ (source: Forbes), and add to that the recent forged key issue, an issue that the NSA warned them for 3 years ago, we see a much larger stage. A stage where Microsoft is bleeding faith, the faith the customers had in them is dwindling down, as such Evroc could take away a much larger part of that blue joke. As such Microsoft could face a much larger loss. It would be nice to state that Amazon loses less, but certain other parts might not make that realistic. The only player optionally not losing any is Apple. Their largest base are iPhone users with subscriptions. 

These 4 parts show that Evroc is the new player to watch. If that is the case they will need staff all over the world. Even I would like to work for a new player and that is the second danger that they (mostly Microsoft) faces. If Amazon and Microsoft only lose 5% of their cloud workforce they both face shortages all over, and this is in a place where you need all hands on deck. This last part is hugely speculative, but with 8 new centres coming and optionally 2-5 more in the middle east Evroc is set to grow beyond the assessments of analysts. As such Mattias Åström and its new Evroc could be a force to be reckoned with and as such bring massive cash coffers into the EU and towards the Middle East as well and all that revenue goes out of the US and that is a loss the US was not ready for.

Enjoy the weekend 

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