Tag Archives: Indonesia

December 11, 2025 · 01:11

The lighting of a stage

That is what I am wondering about. You see, first we hear that Netflix is acquiring Warner Brothers and a few connected things too. A day later we hear “US president Donald Trump says the Netflix deal ‘could be a problem’” Next thing we hear that the son in law (Jared Kushner) is spearheading this hostile takeover. Of course all the conspiracy boys are in town blowing this up to an amazing extent. I think that there might be a setting where the boundaries of ethical borders could possibly have been trespassed on, but as I don’t know the clear picture, I will refrain from voicing them. There is of course the setting we can ‘debate’ on.

As the Business Insider has a more oiled version of what has happened. The story (at https://www.businessinsider.com/paramount-wbd-saudi-arabia-qatar-abu-dhabi-elllison-hostile-billions-2025-12) which comes with the headline ‘Saudi Arabia, Qatar, and Abu Dhabi want to put billions into Paramount/WBD. Why?’ It is after all a fair question and I am a little thrown by the setting that this is Qatar AND Saudi Arabia AND the UAE are working together on this. I can figure out the why, but about that later. You see, Business Insider has an additional gem to throw our way. It is “Those three nations won’t have any say over a combined Paramount-WBD, the Ellisons say. So what will they get?” And we are given “The governments of Saudi Arabia, Qatar, and Abu Dhabi want to invest billions of dollars into a would-be mega media conglomerate made up of Paramount and Warner Bros. Discovery.” And there is a part missing, the gaming IP’s that is floating around there. But the end of the article gives us “If Saudi Arabia, Qatar, and Abu Dhabi are looking to put anything close to $24 billion into an enormously powerful media conglomerate — one with huge reach in both the US and ambitions for the rest of the world — will they be satisfied with purely financial returns? Or do they expect something else for their money?” I get that part, you see I had been working on IP doing that very same thing. There are 1.9 billion Muslims in the world and there is only so much the current studios can cater for and with this they have a firm hand towards places like Bangladesh, Pakistan and Indonesia which together with Saudi Arabia, Qatar and the UAE sets the handle to over 50% of the entire Muslim population. And as there is clear evidence to see real growth in both Saudi Arabia and the UAE for tourism and as that growth continues more is needed and with Paramount and Warner Bros. They have just that. I was fishing another angle, but that too was driven towards these 1.9 billion customers. Too bad Amazon never accepted this issue and the Saudi government (Sydney Consulate) did not accept it either, as such I was out of luck and Google had dropped their Stadia. So I was out of luck in that too. Still I considered other avenues as well. I got one Script done and offered it to Dubai Media, but they weren’t accepting any scripts at present (or my script was really bad, which is equally an option) 

But I saw these stages all over the Middle East happening and in that setting there is a growing chance. America with its valve setting is not a real option. Every script can only when the 15 middleman get a share of all that and I will much rather give it away to Canada and never get a penny. But the script was meant for a Muslim audience, so not much use in Canada. The other three optionally, but they are still being written. A have written megabytes of script, but it hasn’t been ironed out yet. I am relatively new to Final Draft. 

So am I correct? I believe so, Saudi Arabia and the UAE (I have no idea about Qatar) will need professionals that are decently up to speed and buying Paramount and Warner Bros. will do that. So, when all these professionals are directed towards new grounds with Saudi/Emirati directors and cast they can get a lot more done fast and I reckon they already have a set amount of scripts and screenings ready to get started the moment 2026 knocks on the front door. 

And with the media up and running the Saudi and Emirati media for all their venues is pretty much a given. Not just that, but the African nations are predominantly Muslim, so they can also capture the hearts of them too. Now add Egypt and Turkey and this media engine gets real global potential. Yes, the entire venue makes sense to me, but for me it was clear as I initially investigated that setting for my own IP, so I looked at the equation and I saw clarity, the fact that the price got upped makes perfect sense to me and in that setting Netflix merely loses. The west better start realising that on this planet Muslims are 1:4, 25% and that is a clear destination for the media centers of Saudi Arabia, the United Arab Emirates and Qatar, so whilst we are so involved with individuality, they merely approached every Muslim asking “Would you like this” and all muslims will very likely make an affirmative sound. We all look at the stage and wonder what was going on and others look at what lighting it needs and they cater to that hand, Now I need to wonder if my script is really bad or do I talk to another media channel. Well, that is my worry and it is for today as it is 01:00 now. Have a great day.

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July 23, 2025 · 10:56

Speculating about the day after tomorrow

That is the question that is overwhelming me. Most of us are aware that America is now a burning house. Plenty of people are running away. In 2025 the UAE is expected to get 8800 millionaires moving in (I expect most of them are Americans). 

That and the fact that some corporations are moving out of America, heading of to Canada is merely a second setting. You see that tourism and a hostile world based on tariffs is one, the setting that comes next is not the one I am clear on. I had to think deeply about what it coming next. And I think I have worked a few things out. Apple is already opening a much larger niche in Saudi Arabia, but then? This is what I saw:

STC had a revenue of $20,238,100,000 and they can do more. As we are also given that 92% of individuals aged 12 to 65 using cell phones. As such there is a larger thought that Apple is riding the waves of next week and I know that Huawei is there already, I do not know where Google is, but Saudi Arabia is setting the premise (via Neom) that millions will need servicing in the near future and for the Saudi Telecom Company there is an additional opening for more revenue. There is the call for the STC to bring in their own mobile phone. They can do it via another, or they can grow their own ‘budget’ phone. The setting makes sense. I guess that STC will go the way of Android, a presumption I give you that. But then Saudi Arabia has its own mobile, with Pakistan (247m) and Indonesia (280m) almost too eager to accept that setting and this will allow STC to grow its beachfronts in almost all directions and as these markets are filled, they will be able to offer a much stronger mobile to Europe. This will enable STC to grow into European carriers and markets. That is the growth that the next 5 years will bring. And as America is getting deeper and deeper into trouble. Those ‘advocating’ the American dream are now hiding for dear life and they are banking that another venue opens and that is the way in for Saudi Arabia. 

A larger setting that will be opening up and you can believe the spin that will be coming from the Trump administration, but the ‘donation’ to the Trump administration will enable Saudi Arabia get access to the American carriers too. The escalations that Saudi Arabia has been setting by increasing the stronger 5G was already in motion as per June 2021, so they were already moving in this way. So as America shot themself in the foot and broke their own glasses, the options are opening stronger and faster. I reckon that Apple opening markets in Saudi Arabia too a much larger degree is the last piece of grass that I needed to foretell the settings that are coming in the next iteration and America did this all to themselves. Saudi Arabia merely saw a tactical option to control a larger piece of the 5G settings and I reckon that they will be holding the upgrade of telecom centers in Pakistan and Indonesia as a juice bone whilst at the same time offering contracts including a STC 5G phone. Consider how many people took that setting with their local telecoms including Orange, KPN, Vodafone, Optus, Telstra and several others. STC is seeing the opening and Saudi Arabia is becoming a global player in telecom and 5G and all that comes with with newly build development centers in NEOM (I’m specifically considering Aquellum) a setting that allows Saudi Arabia to grow influence on a global scale. 

If only the American stakeholders had not been ‘filtering’ out news for years and that is the setting I saw evolving 4 years ago. If only the media had properly informed us from day one. So, as I see (read presume) certain evolutionary steps, others might have seen it if they were given access to the actual news. I had an advantage knowing a handful of languages beside English, so I had an advantage. 

Now Saudi Arabia gets a much bigger advantage and it is partially due to (as I personally see it) the evolution of the STC, which should give Al Arabiya and the MBC Group a much larger setting towards the half a billion people in 2 nations and that is before the influence in Egypt and Europe will be showing markers. That will be in the papers soon enough and whilst people will ‘doubt’ this and others will spin it as ridiculous, consider the impact that advertising to a population of 500,000,000 people will bring. When Pakistan and Indonesia will grow beyond certain markers (I know that there are markers, but I have no idea what numbers are set to these markers). Advertisers will seek new channels taking them out of the once they have (like YouTube, TikTok) and other advertising settings. The channels will not completely go away, but they will see dwindled revenue numbers. That is the second tier in this and this is another evolution branch for the STC (optionally the MBC group too). 

A setting that was almost chiseled in stone and I saw parts of this in 2021. There is a pride setting for Saudi Arabia, but to set the telecom of 5G to 700% of what America offers seems a little over the top. At that time I thought it was Huawei and China that were the driving parties, but with the settings I saw develop in the last few weeks I reckon that Saudi Arabia was ahead of the settings by a lot. I presume that the evolutions over the last month merely brought this all to the surface. 

So lets see what America does next. All have a great day and consider what damage will be done to America tomorrow, because that is still very much on the mind of many.

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June 4, 2025 · 12:32

About the setting of prayers

This is about the Hajj, it is not a negative piece as I refuse to put any religion negatively. Perhaps the Catholic side as I was raised a Catholic. So as we get the the Hajj, which starts in a little over 12 hours. We start with the Bangkok Post (at https://www.bangkokpost.com/world/3038397/no-permit-no-hajj-says-saudi-arabia) where we see ‘No permit, no hajj, says Saudi Arabia’. I get that and as we see “Last year, 1,301 pilgrims, most of them unregistered and lacking access to air-conditioned tents and buses, died as temperatures soared to 51.8 degrees Celsius (125.2 degrees Fahrenheit)”, as well as ““Since the end of last season, we realised the biggest challenge is preventing unauthorised pilgrims from undermining the success of the hajj season,” said one official helping organise the hajj, requesting anonymity” I get that, I pointed this out in my lest years writings, even as many did not, they were all about blaming the Saudi governments of that failure. In addition, these settings of media never dug into the tour operators fleecing profits and living these tourists to their doom. But the media ignored that side of the equation as they reported their blame settings. Even with these unregistered Hajj seekers, the casualty list remains below 0.1% of the visitors, and when we filter this out we get a setting that the casualties in a setting of 51 degrees heat celsius remains a mere 0.018%, which is nothing short of absolutely astounding. I reckon that any western nation has yet to reveal a setting with over 600,000 people (half of what the Hajj got) and that little casualties. Consider that the Saudi government does nearly everything to keep people safe. A remarkable setting to say the least. 

Then we get to the second item, which is given to us by News Central Africa (at https://newscentral.africa/saudi-arabia-tightens-crackdown-on-unregistered-hajj-pilgrims-after-deadly-heatwave/) where we see ‘Saudi Arabia Tightens Crackdown on Unregistered Hajj Pilgrims After Deadly Heatwave’ and here we get “Saudi Arabia is intensifying its efforts to prevent unauthorised participation in the annual hajj pilgrimage, a year after extreme heat led to the deaths of over a thousand pilgrims, most of whom were unregistered.” With the additional “One organiser, who wished to remain anonymous, said that since the end of last year’s pilgrimage, preventing unauthorised worshippers has been a top priority. The hajj is one of Islam’s five pillars, and Muslims who are physically and financially able must perform it at least once in their lifetime. However, due to a quota system, permits are limited and distributed via a lottery, making the costly official route unaffordable for many. As a result, some pilgrims opt for cheaper, unofficial alternatives” I personally see why this person wants to stay anonymous. As I personally see it, their ‘sales staff’ seemingly saw a way around the permit setting and sold them using alternative settings. It is a speculatively view, but the setting makes sense when you consider the 1100 casualties without a permit and the 14 countries that has the ban are India, Pakistan, Bangladesh, Egypt, Indonesia, Iraq, Nigeria, Jordan, Algeria, Sudan, Ethiopia, Tunisia, Yemen, and Morocco (according to a source). It makes a lot more sense when you consider the facts that ‘Nearly 270,000 pilgrims without permits stopped from entering Mecca’ (source: Euro News) where we see “Saudi Arabia has stopped nearly 269,678 pilgrims without authorisation from entering Mecca during the annual Hajj pilgrimage. The government blames overcrowding at the Hajj on participants without permits. It also says they made up large numbers of the 1,300 people who died in last year’s searing summer heat.” So, so you think the pool of an additional 15% all came to the thought by themselves, or were tour operators involved? The Guardian gave us last year that tour operators made promises that caused the deaths of several, and as I see it (at least through western media) this was never investigated. This does not mean that the Kingdom of Saudi Arabia didn’t investigate this, it merely means that I don’t know what happened in that specific scenario. My view that I had last year is also seemingly proven correctly as Euro News also gave me “Officials have also imposed penalties on more than 23,000 Saudi residents for violating Hajj regulations and revoked the licenses of 400 Hajj companies.” I get that over the cuties there are a lot of companies involved, but the setting of 400 Hajj companies clearly astounds me. 

And with this I salute the Hajj 2025 participants and wish them a blessed and meaningful Hajj, and I hope for Allah’s acceptance of their pilgrimage, or in shorter terms Hajj Mubarak. Let their journey be a safe one and their pilgrimage a fulfilling one. Have a great day you all.

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May 12, 2025 · 16:58

America’s shifting phase

This morning Arab News (at https://arab.news/9hjca) gave us ‘First Saudi-made THAAD system parts completed in Jeddah’ Saudi Arabia has been aiming for the need of internal national interests to have this done. We are given “Saudi Arabia has completed the first domestically manufactured components for the Terminal High Altitude Area Defense system launcher in Jeddah, marking a significant step forward in the Kingdom’s ongoing efforts to localize its defense industry.” And as we are given “Tim Cahill, president of missiles and fire control at Lockheed Martin; Nawaf Al-Bawardi, assistant deputy of the General Authority for Military Industries; and Wasim Attieh, president of AIC.” We seemingly are all OK with this, this is not really news. Saudi Arabia was aiming for this all along. In this case the Terminal High Altitude Area Defense system launcher (THAAD) was on show. But the story goes beyond that. I reckon that the FEINDEF 2025 (Spain) as from today was the second initial kick off, but there were other symptoms. There was the (DSA 2024) in Kuala Lumpur and the International Defence Exhibition and Conference (IDEX/NAVDEX) in Abu Dhabi, UAE. I personally believe that Saudi Arabia kept close eyes on the ready date of this system as it allows them to gain interest from Bangladesh, Egypt and Indonesia, they might not be ‘big league’ material, but Bangladesh and Egypt represent almost $5 billion each and Indonesia represents $11 billion. Now, they don’t spend it all in one go, but Saudi Arabia is said to get a speculated part of that and even with a mere 200 million (over all three) that becomes a massive boost for the Saudi Defence industry, even more so, it would be revenue that America and Russia loses. Gives the expression “when two dogs fight for a bone, the third runs away with it” a new side to that equation. So as Lockheed Martin is locking in their services and consultancy for close to another decade, Saudi Arabia’s first delivery system is gaining strength in the defence industry. Bangladesh being 35th, Egypt 19th and Indonesia 16th. They are giving strength to the Saudi Defence industry. So as I saw that market evolve in February 10th 2022 in my story ‘Oh darn, I am missing out’ (at https://lawlordtobe.com/2022/02/10/oh-darn-i-am-missing-out/) with those decrepit tea grannies, it took Saudi Arabia a mere 3 years to evolve their own market. They now have their own industry. So cry “stop arming Saudi Arabia” all you like, the only thing they’d hurt was the British defence industry. And as I see it, they are about to do a lot more than hurt ‘the British business’, they are gaining political power by giving the Arabian nations and Asian nations their own voice, not hindered by America, Russian or British political powers. Now they (meaning Saudi Arabia) become the global political power player.

As I see that, I am reminded of the old setting that my granny complained about the essential need of the young to rely their technology, so I switched off her life support. How’s that for fun?

The world is getting smaller and the reach of every nation is increasing and now we see clear settings (not through alleged sport washing) that Saudi Arabia is becoming the larger power in the global arena. In the 2025 edition of “The Military Balance” from the International Institute for Strategic Studies (IISS) is currently on the 7th place, yet if this takes off Saudi Arabia will be in a position to become 5th, optionally 4th and their defence industry will be making a profit as the Arabian nation will see that Saudi Arabia is the ‘friend’ to hold in esteem, as that starts happening Pakistan might also change vendor it is at present a mere $10 billion, but as it is only 12% of India, it might see reason to switch if Saudi Arabia is willing to talk shop and that is another slice of pie that will not end in America’s or England’s budget. As I personally see it a start has been made for Saudi Arabia to become less dependent on their oil industry. Starting ‘small’ is a beginning, so as Saudi Arabia creates more options. I reckon that they would likely evolve their drone industry next, Saudi Arabia is becoming a much larger industry. Only 5 years ago we would have seen an industry with America, Russia, China and the United Kingdom as players. Now even at 5th place, Saudi Arabia becomes the new player in town and that sets a new premise for global economies. Russia and America never had to share that revenue pie and I guess they will have to content with less as per 2026 onwards. 

A nice setting for Saudi Arabia who is likely to seek more revenue from Pakistan as it is outmatched to India at 2:1 in the best settings they can hope for and that allows for larger business benefits for Saudi Arabia. We tend to forget that war is business and their business is war. A little outdated setting, but we forget that it isn’t ugly to some, it is a payday. An essential need for any nation is to defend itself from enemies hostilities and that setting is over 2000 years old. It was given to us by Julius Caesar (that Italian dude). He did so in Commentarii de Bello Gallico at 50BC.

I reckon that the Saudi defence industry will be more than a simple blip by the time we get to 2027, still three years ahead of the schedule we saw 5 years ago. 

And as I personally see it, these tea grannies (CAAT) are still drinking tea, but the option for a biccie with that tea will soon be done for, because the revenue you hurt also impacts what you can have and they vied for less, so they will have less. I take my learning from someplace else. America decided to hurt Huawei as they were a threat, now we have HarmonyOS entering version 5.0, and Reuters gave us last November that ‘Huawei wants 100,000 apps on Harmony OS within a year’, and set that against Alphabet (Google) had announced plans to cut 12,000 jobs, or 6% of its global workforce In January 2023, Amazon laying off 14,000 people in name of efficiency? (Source: MSN) and in 2023 Microsoft laid off approximately 10 000 employees followed by an additional 4 000 roles being cut in 2024. So with these big three ‘decimated’, who will counter Huawei? As I see it no one and now Huawei will have another industry to set foot in. Because all these Saudi systems require automation (as well as other options) as such HarmonyOS will be seen almost everywhere and that is only the beginning. Those who push to limit others, merely limit themselves and we have plenty of evidence there.

As I see it the shifting space of America is seeing that they never wanted other to be in certain places. This sounded like an idea in the 80’s when America was a global power, but they no longer are. They are mere steps away from becoming a third world country. You cannot remain a 3.4% military spending of GDP whilst being seen as a 37% of global spending. A 997 Billion invoice where in the fiscal year 2024, the U.S. federal government collected $4.92 trillion, not whilst you have $36.21 trillion in federal debt (and they cannot pass a budget either), it just cannot be done. As such the America setting will implode all whist their tech is set to impossible markers. 

As we consider this and we consider that the Russian stage merely sounds better (whilst it isn’t) there is every possibility that be 2027/2028 Saudi Arabia could become 4th or 3rd as a defence industry by that time. The idea that Saudi Arabia surpasses or equals America in three years is making me giggle. How the mighty fall, so how’s that for looking great, President Trump? It started on your watch in 2020 and almost a decade later you become allegedly surpassed by Saudi Arabia by 2027, a nice footnote in your memories and I reckon you will blame everyone but yourself in that writing. I am curious what the World Defense Show 2026 in Riyadh International Convention and Exhibition Center will give us. I reckon that Saudi Arabia will have a few nice surprises in that show. I am willing to bet that Huawei will have a stand there to in showing us what the Internet of things driven by HarmonyOS will give the world.  I reckon you need to reserve tickets for the event  on February 8-12, 2026 now. As I see it the first day will be for the larger customers, so February 8th has been sold out to preferred customers. So, when will you optionally go? 

I won’t be invited, so let me know how the snacks were, they tend to be magnificent at these events. Now I’m hungry, time for some peppered crackers. Have a great day.

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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April 29, 2025 · 23:22

News and self reflection

That happens, we all have to reflect on ones self. And I was given, by Arab News (at https://www.arabnews.com/node/2598647/business-economy) ‘Saudi Arabia’s non-oil exports surge 113% since Vision 2030 launch’ here we see “Saudi Arabia’s non-oil exports reached an unprecedented SR515 billion ($137 billion) in 2024, marking the highest value in the Kingdom’s history.” It comes with the added “The robust growth spanned all export sectors. Merchandise exports climbed to SR217 billion (+4 percent), fueled by respective increases of 2 percent and 9 percent in petrochemical and non-petrochemical exports.” As such it seems that the Kingdom of Saudi Arabia is doing well. For me the quote “In 2024, the Kingdom exported goods, re-exports, and services to over 180 countries, with 37 countries registering record import values, including the UAE, Bahrain, Iraq, Oman, Algeria, Spain, France, Poland, Libya, and Syria. Other countries, such as Indonesia, Thailand, Morocco, Pakistan, Nigeria, Germany, Greece, and Bulgaria, also achieved record import volumes” was important. You see, one of my IP ideas would add Egypt, Bahrain and Bangladesh to that list. Indonesia, Pakistan and Oman were already on that list.

As I see it, the first phase might be a simple $6 billion (﷼22,500,000,000), but after that, I personally believe that the annual revenue could grow to $20 billion (75,000,000,000﷼) I might have gotten the placement of the Saudi riyal symbol wrong. The nice side effect of mixing left to right and right to left issues, but that is what it amounts to, as such a nice 6 to 20 billion annual added to the frame, but neither the Saudi Consulate (or Amazon for that matter) was taking the bait and it was such a nice bait. Still the setting of creating IP with a phase one setting of 6 billion is nothing to laugh at. I wrote about it before and that was merely one of a few IP settings (the rest is not that valuable). Still, I feel strongly about this idea and it fits the Muslim stage for a few reasons and that is beside the idea that it might unite the Muslim nations. 

Still I wonder in light of this news, is my idea really worth that much and will it work? I believe so, the one factor I cannot predict is how Epic Games (the maker of the Unreal Engine 5) will react, because I am not certain if they ever considered other venues beside gaming, as such Tencent becomes a factor as they too could carry the IP and in light of TGP Box (Tencent Games Platform) could it support the stage? With the initial 50 million consoles and in a non gaming condition could they consider the new venture it goes along? With the data centre in Saudi Arabia they might. The setting is diverse and it gives them access to a whole new cluster of users. Then there is the secondary stage of gaming, with a strategy that gives this solution over 1000 games pushing them on par with Sony and Nintendo, are they ready for what comes? In this, on par is pretty much the stage as they will not replace these systems, but ride alongside with them. I don’t know enough of the strategists that Tencent has, I know that I cannot trust Microsoft, but Amazon was a first thought when Google dropped their Google Stadia. The internet of things and Cloud gaming had their pay offs as I saw it, especially as no one was looking in that direction and as two streams were taken from the Google ship it made sense to go to Google first (but they dropped their stadia), so the Luna was the only solution for me. Now that Tencent is up and running there is another option, but it is still a little dependent on what Saudi Arabia will do, they are the corner stone of this solution. 

So as I see this article, I wonder if I am right. Self reflection is important, especially when you are talking about billions, and I do not want to be wrong, which is why I try to be as conservative with the numbers I have. On the other hand, the thought that I have the jackpot idea and I cannot sell it is pretty much killing me and I don’t want Microsoft near this, they have screwed up too much IP as I see it as such I don’t want them near the ideas I have and there are a few more. Still the doubt  grips me, how could I have come up with the idea of billions whilst all the others cannot see what I see. Am I missing something?

The doubt can be debilitating. In other news of the good kind. Mark Carney won the elections, so that is at least something. Now if we could only make Donald Trump shut up about the 51st state, that would be really nice. So have a great day and if you are in Canada, raise your coffee in cheers for Mark Carney (it is 6:00 in Vancouver, way too early for alcohol). 

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April 20, 2025 · 23:27

Rollback

That is the word of the day, I have always had that word in my vocabulary. The setting that any solution o programmed in Clipper had the setting for a rollback. This is how I grew up (growing up in the Clipper age was a little weird). You see, I had two settings. The first was the data didn’t change and as I was a ‘little’ verbose with my data creation there was the option of registering a data version, so that was the setting. We needed a rollback in several situations and that is where the setting ends. You see, today I got to see a few news lines. 

First there was Reuters (at https://www.reuters.com/business/aerospace-defense/boeing-jet-returns-us-china-victim-trumps-tariff-war-2025-04-20/) giving us ‘Boeing jet returns to US from China, a victim of Trump’s tariff war’, now that is a scrumptious hotdog to say the least. At almost $100 million, according to one source, that is a delicious snack to say the least and as we are told. China send it back. The tariff could cripple Xiamen Airlines as the tariff is 125%, and even as Reuters give us that the plane is a mere $55 million, we can say that the price difference is a little too much to be acceptable, the larger setting is that several players are trying to dam in the losses that are projected to become American losses. 

Most of us will have seen the trade agreements that China made with Mexico, so there is that. Then there is the setting we see at where Business Insider gives us the setting that ‘Some Canadian Stores Are Labeling US Imports With a T for ‘Tariffs’’ (business insider put it behind a paywall, so that’s all you get. And only three days ago I saw the headline ‘China’s Strategic Pivot from US to Canadian Oil Imports’ (at https://discoveryalert.com.au/news/chinas-pivot-canadian-oil-imports-2025/) I cannot vouch for this source, yet in that setting we are given “Data reveals Chinese refiners have slashed US crude purchases by approximately 90% between 2023 and 2025, redirecting roughly 1.2 million barrels per day (bpd) toward alternative suppliers, with Canada capturing a substantial portion of this market share.” So the first step to a change has been given and I foresaw these changes even as I never knew about the oil. So as I see it, these changes show billions upon billions in losses for America whilst we see damage to their export, their revenue making defense industry, their tourism and we can go on a little longer. Wouldn’t it have been great if America had a rollback setting for their elections? 

So as Goldman Sachs gives us “The decline in the world’s reserve asset during an episode of elevated volatility comes as investors are increasingly focused on the US’s growing debt burden and other countries are also increasing their borrowing. “Markets are dealing with a lot of competing factors right now — fairly significant drivers where it’s hard to trade all of them at once,” says William Marshall, head of US rates strategy in Goldman Sachs Research.” Really? Only now do we see “investors are increasingly focused on the US’s growing debt burden”, that’s about 4 years too late, but whatever. I saw (and reported on this danger for a few years at least). If the EU, Japan and China dump their bonds (that will be an expensive exercise) the value of the Dollar doesn’t just drop, it ends up having getting a CCC− grade (to give a mere view on the matter). At that point the imminent suicide risk will spike all over Wall Street (a clear but reliable speculation).

I reckon that the one dropping them first gets the best value for it, but after that it will be a quick fall to the luxury value of zero. But it is not just America, the bonds of the EU and Japan will face a similar risk, America is merely the highest as someone thought it was a great idea to introduce the tariff game to their economy. Global News told their Canadians ‘Avoid U.S. travel if possible, Canadian academics are being urged’ with others following in similar settings. The Detroit News gives us ‘Avoid U.S. or take burner phones, Canada executives tell staff’ and there are more sources that give us that, with the added “Arrivals of noncitizens to the United States by plane declined by nearly 900,000 people, almost 10%, in March from a year earlier, according to data from the U.S. International Trade Administration. Travelers are reacting to President Donald Trump’s trade war and to stories of harsh detentions at U.S. airports. Border figures show 4,970,360 came to the U.S. from Canada in March 2024. That number dropped to 4,105,516 travelers a year later. More visitors reportedly traveled from Canada to the U.S. in March 2022 under pandemic-related travel restrictions than they did last month.” I think that Canada is the most likely of number drops, but I reckon that it is not the only one. So as I see it, the danger is not only to Tourism, but business travel too and in that case, hotels in all the major cities in the United States will report on losses of 10% or more, so what does that mean for the value of Marriott International, who operates 9,361 hotels worldwide as of 2024. In addition there is Hilton who operates over 8,400 hotels worldwide. I have no idea how many they operate in the USA, but these are merely the two larger players, especially in the business travel setting. So how many businesses are under the hammer because of this situation? And now as Canada is growing closer to the Commonwealth and they will protect their bigger brother (Canada is 9.985 million km² and the UK a mere 243,610 km²) OK, Australia is 7.688 million km², away highly smaller brother than the United Kingdom. But that setting now gives us that these business meetings are likely to be held in the United Kingdom or Australia. Hilton and the Marriott will still get their coins, but the underlying issues will hurt America to a much larger degree. And as this escalates over the next month or so, the damage to America will increase. Additional damage as China and India rolls in as expecting ‘saviors’ to Saudi Arabia and the UAE will change global politics and global economics to a much larger degree. India will get new options to get additional Pharmaceutical products sold to Saudi Arabia and that is another slice of a billion dollars. Then we get the UK, Australia and Japan hammering on improving their slice of Optical, photo, technical, medical apparatus, as such the American slice of $1.39B will decrees a lot more. All this started with tariffs and basically this setting was staged by President Trump. I merely wonder what got into him to drive America to the edge of insanity (and bankruptcy). What a miss that politics don’t have rollbacks and I reckon that the lawmakers in America will push for a larger change of settings, because I am certain that the Republicans are desperate to see this damage undone and it is me personal believe that they will accept any other politician, even a democrat to undo the damage they are seeing right now.

A mere 21 hours ago we got (at https://jakartaglobe.id/business/indonesia-seeks-stronger-trade-ties-with-eu-australia-to-offset-potential-us-export-losses) that Indonesia Globe gives us ‘Indonesia Seeks Stronger Trade Ties with EU, Australia to Offset Potential US Export Losses’, which is fine by me as I love the Indonesian version of Bami Goreng with Saté Ajam with peanut sauce. The best dish I ever had, even now after a decade, the scent penetrates my nose, even as I haven’t had it in over a decade. So I am looking forward to stronger ties with Indonesia and I kinda miss the spices we had in Batavia (my weird sense of humor). But the stage is drawn as more countries seek replacement for America, their tariff becomes their setting for isolation and Australia will be happy to have ties with a country that has 281.2 million potential consumers. I already gave the premise to Saudi Arabia as they have access to something Indonesia desires. As such there are more players to take over the places that America is about to lose and lose more of them. Next in line are the international students who will seek safer places to be. In this Canada, the United Kingdom and Australia have good chances as they all have great places Oxford, and Cambridge might be the first you think of, but not everyone can afford these places. There is till the University College London, University of Melbourne, University of Sydney, University of New South Wales, University of Toronto, University of Manchester, University of Technology Sydney, University of Southampton. These are merely a Commonwealth grasp of those who are in the top 100 and I reckon that the losses for America start to add up now. And that was merely the Ivy League, America has more good universities and now that the international students will seek education elsewhere, the economic picture of America will deteriorate more and more. 

Wouldn’t it have been great to have some kind of political rollback in place? 
Have a great day and consider where you need to set your focus to next. 

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April 18, 2025 · 17:18

A viewpoint is not a point of view

Yes, nice and confusing. But that is the meaning of this exercise. You see, I don’t agree on the point of view the law makes in this case. They have altered their point of view on the law in motion. In a setting that ran for over a decade. I don’t think they are to blame, there is no real guilt here (apparently), but the setting stands. In this I call to attention the BBC article (at https://www.bbc.com/news/articles/c3674nl7g74o) stating ‘Google has illegal advertising monopoly, judge rules’ I do not agree and for this I call to attention two ‘pieces’ of evidence. The first is the actor Ryan Reynolds, a person I have called more than once the craziest marketeer on the planet. The second piece of evidence is a firm named CAASIE.co, an advertisement services firm apparently in Brisbane (I thought they were in New York). These two stand out, in a pool of millions. Set in a presence of “The US alone spent almost $481 billion on marketing in 2022, with digital marketing seeing significant growth. Australia’s marketing industry is also substantial, valued at over $20 billion.” With the added “While a precise count isn’t available, the scale of the industry suggests a large number of professionals are involved in marketing roles worldwide. The demand for marketing expertise is strong, and the industry is continuously evolving, particularly with the rise of digital marketing”. Don’t get me wrong, there are good marketing teams. The bigger brands have decent teams and at times places like Coca Cola and Heineken stand out. Yet in that setting of millions of people these two stand out. Why? Perhaps marketing is seen by some as the path you take when you can’t do anything else? Perhaps these men (women too) can talk their way into the panties of the youthful ladies and they thought, perhaps I can make money out of this venturous situation. And they went into marketing, mainly because ‘sex sells’. The truth couldn’t be farther (or is that further) removed from the truth. 

And there the problem starts. You see, Google isn’t monopolising things, they merely had the proper handle on things. The marketing bulk doesn’t know what it its doing and as ‘they’ see it Google is in the way. In the early days Google (read: Larry Page and Sergei Brin) figured out a few things. As Microsoft was talking dirty to the CFO’s in the land (in the late 80’s and beyond) these two youthful young sprouts figured out that the work was done by the m inions of these CFO’s, so as they catered to the bulk of the worker ants, Microsoft was wasting its time on expensive dinners and drink parties and they got all the CFO’s and CTO’s of the Fortune 500. But these people needed their worker ants and Google had created a search system that catered to THEIR needs. So whilst these youthful young sprouts were at Stanford University, their buddies all went for the knickers of the ladies. They created a page rank system, because they saw ahead that the web was going to be a mess, millions of voices create cacophony and they cut through the mess.

So ahead we go 20 years (take or leave a year) and Google figured out that their system is gold. So they venture forward and they create Google Ads (formerly Google Adwords) and that was in 2000. Again they hit gold, although it was a natural continuation from page rank and again Microsoft wants ink on the game, but wannabe’s and spin creators can merely make shallow creation and it is seen in their product. At present known as Microsoft Advertising, holds a market share of around 3-4% of the global search engine market. This is bad news for the marketing wannabe’s as they bought the shite that Microsoft is seemingly selling. Even I saw the bing hijacking of people seeking and as Microsoft is all playing innocent, they did (as I personally see it) enable the system to be abused. It matter not, Google created a firm product and now the marketing bitches (both male and female) decided to cry fowl (intended typo) So that I the setting.

Marketing today is people who talk a lot present a lot, but as I see it, they do not know what they are doing. Merely hoping that their revenue cup runneth over and it is based on decade old settings (which is what schools rely on). At UTS (University of Technology Sydney) we had one lecture on page rank and that opened my eyes (unlikely as much as it hit Sergei and Larry), but the setting was clear. Google created the largest setting by thinking of what to do, not to wine and dine the people with money and they followed Microsoft as they didn’t realise what they were up against. The internet of things is a massive beast with plenty of horns and these are the horns of plenty.

So now we get to the ‘court case’ that the BBC gives us. So as we are given “The US Department of Justice, along with 17 US states, sued Google, arguing the tech giant was illegally dominating the technology which determines which adverts should be placed online and where” and as I personally see it, they are catering to millions of people who do not know what they are doing and they think it is unfair that these people should miss out on a business they are unlikely to understand. You see, I name these two at the start as they have figured out a few things. Ryan Reynolds created billions from understanding the world and its business (Mint Mobile, Aviation Gin, and Wrexham AFC. He also co-founded Maximum Effort, a marketing agency and production company) he figured out a few things and that sprout is a mere 48 springs old. He saw the options and turned several products in a multi billion dollar empire by engaging with an audience and telling a story in a way they remembered. The other (the wannabe’s) can scoop up a mere $100,000 dollars at a time as I see it. Let’s not forget that this man started as an extra on the X-Files, now he surpassed the main cast of that series (including the director) in several ways.

Second we get CAASIE.co, they come with “buy outdoor ads globally – from your browser”, with the byline “Self-service. No contracts. No commitments” and consider this quote “In 2007, São Paulo, Brazil instituted a billboard ban because there were no viable regulations of the billboard industry.” For decades these billboards were out there and in 2020 (a mere 5 years ago) they decided to change the premise. So as we get “They are an advertising company specializing in Digital Out of Home (dOOH) advertising, programmatic advertising, and digital signage. Their headquarters are in Brisbane, Australia”, a setting that was clear for decades but no one considered what there was and these people did, so as they gain favor and altitude by being innovative the wannabe marketeers can (for all I care) go duck themselves. 

These two examples are a clear sign that the crying marketeers need to grow up, or as the Americans say “Go big or go home” and that is noticeable on the future of marketing as I see it. Now they are all about AI and creating hypes, but that doesn’t pay for the yacht (or for diner as I see it). 

So as I see “US district judge Leonie Brinkema said in the ruling Google had “willfully engaged in a series of anticompetitive acts” which enabled it to “acquire and maintain monopoly power” in the market.” Is wrong by at least half a continent (a mile seems so shallow), so as I see it, when did the law start catering to village idiots? The fact that there are thousands of voices doesn’t make this clever. Reynolds and CAASIE were clever, they were very clever and that is a setting that CAASIE can enjoy, you see when they get access to the stage where the Google Ads people use CAASIE as the global interface to get global visibility, CAASIE will grow a lot more and what will the marketeers do to get their slices of pie? Cry a little more? Since when did we cater to the stupid to give value to this world?

The is the setting I see and as I see it the larger folly of US district judge Leonie Brinkema, so their goes her “willfully engaged”, Google walked a path for decades and that thought paid off and as I see it, Google was not catering to CAASIE, CAASIE found its own niche of global needed marketing. These two settings (Reynolds and CAASIE) show that there was space and these are raking in the billions (CAASIE not yet) but they can get a lot more by expanding into the UAE and Saudi Arabia, optionally Bangladesh and Indonesia as well. A setting that will iterate in new areas and that was something that a player like Microsoft never understood. My evidence in that statement is the fact that they lost marketshare 6 times over.

So the viewpoints of Google, Ryan Reynolds and CAASIE are not points of view, they are intentional strides in the Internet of Things and their views of how to make money. A lesson a lot of marketeers never learned in the first place. Although they got their collection of panties n their trophy cabinet, something I never ever had, but I decided to remain innovatively engaged. So as I had the ball several times from DARPA, Ubisoft and Microsoft (optionally Amazon and Apple as well) I can relax to see these departments of Justice (globally) fumble their balls and as things go from bad to worse I can giggle (not Google) from the sidelines. How the stage is the play of things, something Shakespeare figured out in 1623.

Have a great day whilst you ponder the wisdoms I left here with two hidden snags, the clever people out there can work out what I left for others to find. Have a great one.

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April 11, 2025 · 06:42

Nuance in Black and White

That is what we get, nuance, is it black or white? That is the definition of nuance for some and in this particular case Newsweek. Don’t bother with the 16 or 256 gray scales there are, because that is where their digital money is. But I took offense and that comes with a price. I am talking about the article we see (at https://www.newsweek.com/hajj-visas-saudi-arabia-travel-2056781) with the headline ‘Saudi Arabia Bans Travel Visas for 14 Countries’. It is here we see “Saudi Arabia has banned certain types of visas for travelers from 14 countries, weeks before the annual Muslim pilgrimage known as Hajj”, so far, so good is my view on this. The added “The country is clamping down on visa numbers by temporarily halting travel documents for visitors from a string of countries, with the suspension due to remain in place until after Hajj has concluded in mid-June. Officials made the move to address overcrowding and safety concerns, according to reports.” As such I see it a something that happens and I am OK with this. The issue is seen a little further down where we see “While last summer, Hajj coincided with a vicious heatwave, and more than 1,000 pilgrims died as a result of searing temperatures of up to 125 degrees F.” The issue is that the bulk of all these departed souls came from tour operators who sold them visas on ILLEGAL reasoning. As such they had no Hajj permit and as such there were no provisions, no busses and no shelters for these people. That is the nuance that I see as ‘intentionally skipped’ by Newsweek. I wonder how it feels to be the one intentionally misinforming the people. The nations who are temporary banned from visas are Algeria, Bangladesh, Egypt, Ethiopia, India, Indonesia, Iraq, Jordan, Morocco, Nigeria, Pakistan, Sudan, Tunisia, and Yemen. I presumably gather that when we look at the thousand or so victims of tour operators bungling the jobs are showing the numbers that make up these victims. Oh, and I have not ever seen any of the news outlets looking into the tour operators who ‘mis sold’ the travel arrangements for the people who went on their one way trip to Makkah. We do get that in another way “The Times of India reported that people are known to enter Saudi Arabia on visitor or Umrah visas and then overstay in order to perform Hajj without registering officially. This allows them to bypass a quota system, which allocates a set number of Hajj places to each country to help control pilgrim numbers. It is hoped that a crackdown on all types of visas until after Hajj will prevent the problem.” And Newsweek sets the second problem of misinforming their audience What I stated on issues like no provisions, no busses and no shelters for these people is skipped. The Saudi Arabian settings has settings for their pilgrims. There are shelters to temporary hide from the blazing sun, busses to take them to places (which set to be 20 miles apart) and there are water provisions all for those with the Hajj pass. These were all skipped by some and as this is set up for the 2 million pilgrims. As I personally see it, these tour operators became murderers for even entertaining that setting and those who by self interest avoided the Hajj settings did this to themselves, but I fail to see that these were all self serving. The only self serving option I saw was a tour operator making a quick additional buck or two. And Newsweek did nothing to point that out either. There were no investigations by the western media and that is offensive, especially as over a thousand people lost their lives. 

We are given in the end “Muslims with the appropriate visas will be preparing for their trip, while others may have to delay their plans until next year. Meanwhile, the kingdom’s officials will be gearing up for the annual influx of Hajj visitors.” And I like this, but the simple setting of ‘appropriate visas’ is massive and needs to be shown in these places. I reckon that Saudi Arabia needs to make a small movie, optionally on YouTube and TikTok showing the dangers of the wrong visa and optionally letting these people know that these tour operators need to be reported. I wouldn’t hurt to put the fires to the ankles of these tour operators, who I personally see as the number one culprit. 

Have a great and safe day. 

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April 10, 2025 · 12:08

New short term thinking

The news hit me somewhere yesterday. I got it by means of a LinkedIn mention, and it gave me reason to pause. Here is one version of that news (at https://techwireasia.com/2025/04/microsoft-pauses-key-builds-in-indonesia-us-and-uk-amid-infrastructure-review/) with the mention ‘Microsoft pauses data centre investment in Indonesia, US, and UK’, and here we see the byline “Microsoft pauses or delays data centre projects in the UK, US, and Indonesia.”, it is my view that they cannot afford this setting. You might have heard the American expression, “Go big or go home” and I think that Microsoft is about to go home. You see, I have forever had the clear opinion that there is no AI. I call it NIP (Near Intelligent Parsing), the setting that if too many start accepting the setting that I was always right (which comes from the clear setting that there is one AI station and it was given to us by Alan Turing) the people will realise that there is no AI and it comes down to programming and a programmer. That setting puts Microsoft in hot water for a lot of heavy water (to be poured over their heads). And lets be clear, a side you can confirm with mere logical thinking. A data Centre is a long term setting. No matter what you put in the White House (by some called the village idiot) whatever this administration is, it is short term and a data centre is long term and that so called hype around their AI should never waver. You see, this short term action (read: knee jerk reaction) implies short term planning and that is where they all get into hot waters. Why did you think that I made mention that Google needs to put a data centre in Iceland and consolidate their thinking into geo thermal reactors? (Reactors might not be the right word). A setting where ceramic tiles (or cylinders) surrounding new constructions that is not unlike a nuclear reactor, but the reactor is all around them, not Uranium rods, the Lava (or Magma) is the powerful and as it is merely bleeding the radiation, the fuel never dissipates and never ending energy is theirs. For all these parties looking of creating data centers (as far as I can see around 50 in total globally) they will all require energy and as one data centre takes energy close to a amount a small city does, we will get energy issues a lot sooner than we think.

Did Microsoft think this through? Pretty sure they did and their conclusion is that they cannot spend billion on data centers. So at the same time as we are given “Rivals Oracle and OpenAI ramp up investments”, I come to the conclusion that Microsoft can no longer afford the bills their ego’s committed themselves to. Feel free to disagree, but they set out this AI ‘vibe’ and own 49% of OpenAI, so why close down their Data Centers whilst they ‘own’ one of the ramp up partners? They are figuring out that they are too deeply committed. And as the world realizes that NIP is not the same as actual AI, they fear what is coming next.

So you decide what to make of the stage of “Microsoft has acknowledged changing its strategy but declined to provide details about specific projects. “We plan our data centre capacity needs years in advance to ensure we have sufficient infrastructure in the right places,” a Microsoft spokesperson said. “As AI demand continues to grow, and our data centre presence continues to expand, the changes we have made demonstrates the flexibility of our strategy.”” As I see it, it is an answer, but not the one that touches on this. I come with questions as ‘What growth?’ All this sets the need for some lowered activity, not pausing, unless you know what comes next and there is a larger setting with Oracle, Tencent and Huawei, I know there is a Swedish centre as well but I forgot the name. All these are ramping up, but Microsoft is pausing? That makes no sense unless there is another reason and my thought of “They can no longer afford it” takes another gander and when we consider that they paused “North Dakota, Illinois, Wisconsin, the UK midlands and Jakarta, Indonesia.” That implies something is going on and when we combine this with “Microsoft cuts data centre plans and hikes prices in push to make users carry AI costs” (source: The Conversation, March 3rd 2025) these elements together implies (imply, not proven) tells me that there is a funding setting for Microsoft. Combine that with the lovely voiced fact of “OpenAI brought in US$3.7 billion in revenue – but spent almost US$9 billion, for a net loss of around US$5 billion.” (Source: the Conversation) we see another failed setting and that failure gets to be bigger. As Amazon, Google, Oracle, Tencent and Huawei steam ahead getting larger data centers and ready long before Microsoft is there means less revenue for Microsoft. I did say that they could go big or go home? I reckon that Microsoft already lost 6 times on front settings and they lost to Amazon, Apple (twice), Sony, Adobe, Google, and IBM. I should add Huawei to that list but they already bungled that setting before Huawei became an actual competitor. A simple deduction from little stupid old me. 

So whatever you do, you might look into the trust you gave Microsoft and see that you are not left with an empty shell. Oh, and to prove that I am not anti-Microsoft you need to know that they did corner the spreadsheet market (Excel) and the flight Simulator market. Microsoft did some things good, but when it comes to the spin setting of vibes they need to reassess their situation.

Have a great day, it’s midweek now. I am happily in the next day.

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