Tag Archives: IT

November 24, 2025 · 20:46

The call of reality

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

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

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

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

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

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

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November 12, 2025 · 14:05

Lost thoughts

The is where I am, lost in thoughts. Drawn between my personal conviction that the AI bubble is real and the set fake thoughts on LinkedIn and Youtube making ‘their’ case on the AI bubble. One is set on thoughts of doubts considering the technology we are currently at, the other thoughts are all fake perceptions by influencers trying to gain a following. So how can any one get any thought straight? Yet in all these there are several people in doubt on their own set (justified) fringes. One of them is ABC who gives us ‘US risks AI debt bubble as China faces its ‘arithmetic problem’, leading analysts warn’ (at https://www.abc.net.au/news/2025-11-11/marc-sumerlin-federal-reserve-michael-pettis-china/105992570) So in the first setting, what is the US doing with the AI debt? Didn’t they learn their lesson in 2008? In the first setting we get “Mr Sumerlin says he is increasingly worried about a slowing economy and a debt bubble in the artificial intelligence sector.” That is fair (to a certain degree) a US Federal Reserve chair contender has the economic settings, but as I look back to 2008, that game put hundreds of thousands on the brink of desperation and now it isn’t a boom of CDO’s and stocks. Now it is a dozen firms who will demand an umbrella from that same Federal Reserve to stay in business. And Mr. Sumerlin gives us “He is increasingly concerned about a slowdown in the US economy, which is why he thinks the Fed needs to cut interest rates again in December and perhaps a couple more times next year.” I cannot comment on that, but it sounds fair (I lack economic degrees) and outside of this AI bubble setting we are given “US President Donald Trump has recently posted on his social media account about giving all Americans not on high incomes, a $US2,000 tariff “dividend” — an idea which Mr Sumerlin, a one-time economic adviser to former US president George W Bush, said could stoke inflation.” I get it, but it sounds unfair, the idea that an AI bubble is forming is real, the setting that people get a dividend that could stoke inflation might be real (they didn’t get the money yet) but they are unrelated inflation settings and they could give a much larger rise to the dangers of the AI bubble but that doesn’t make it so. The bubble is already real because technology is warped and the class cases we will see coming in 2026 is base on ‘allegedly fraudulent’ sales towards the AI setting and if you wonder what happens, is that these firms buying into that AI solution will cry havoc (no return on AI investment) when that happens and it will happen, of that I have very little doubt. 

So then we get to the second setting and that is the clam that ‘China has an arithmetic problem’, I am at a loss as to what they mean and the ABC explanation is “But if you have a GDP growth target, and you can’t get consumption to grow more quickly, you can’t allow investment to grow more slowly because together they add up to growth. They’re over-invested almost across the board, so policy consists of trying to find out which sectors are least likely to be harmed by additional over-investment.”

Professor Pettis said that, to curry favour with the central government, local governments had skewed over-investment into areas such as solar panels, batteries, electric vehicles and other industries deemed a priority by Beijing.” This kinda makes sense to me, but as I see it, that is an economic setting, not an AI setting. What I think is happening that both USA and China have their own bubble settings and these bubbles will collide in the most unfortunate ways possible. 

But there is also a hindsight. As I see it Huawei is chasing their own AI dream in a novel way that relies on a mere fraction of what the west needs and as I see it, they will be coming up short soon, a setting that Huawei is not facing at present and as I see it, they will be rolling out their centers in multiple ways when the western settings will be running out of juice (as the expression goes). 

Is this going to happen? I think so, but it depends on a number of settings that have not played out yet, so the fear is partially too soon and based on too little information. But on the side I have been powering my brain to another setting. As time goes I have ben thinking through the third Dr. Strange movie and here I had the novel idea which could give us a nice setting where the strain is between too rigid and too flexible and it is a (sort of) stage between Dr. Strange (Benedict Cumberbatch) and Baron Mordo (Chiwetel Ejiofor) the idea was to set the given stage of being too rigid (Mordo) against overly flexible (Strange) and in-between are the settings of Mordo’s African village and as Mordo is protecting them we see the optional settings that Kraven (Aaron Taylor-Johnson) get involved and that gets Dr. Strange in the mix. The nice setting is that neither is evil, they tend to fight evil and it is the label that gets seen. Anyway that was a setting I went through this morning. 

You might wonder why I mentioned this. You see, Bubbles are just as much labels as anything and it becomes a bubble when asset prices surge rapidly, far exceeding their intrinsic value, often fueled by speculation and investor orgasms. This is followed by a sharp and sudden market crash, or “burst,” when prices collapse, leading to significant rather weighty losses for investors. And they will then cry like little girls over the losses in their wallets. But that too is a label. Just like an IT bubble, the players tend to be rigid and whole focussed on their profits and they tend to go with the ‘roll with it’ philosophy and that is where the AI is at present, they don’t care that the technology isn’t ready yet and they do not care about DML and LLM and they want to program around the AI negativity, but that negativity could be averted in larger streams when proper DML information if given to the customers and they dug their own graves here as the customer demands AI, they might not know what it is (but they want it) and they learned in Comic Books what AI was, and they embrace that. Not the reality given by Alan Turing, but what Marvel fed them through Brainiac. And there is a overlap of what is perceived and what is real and that is what will fuel the AI bubble towards implosion (a massive one) and I personally reckon that 2026 will fuel it through the class actions and the beginning is already here. As the Conversation hands us “Anthropic, an AI startup founded in 2021, has reached a groundbreaking US$1.5 billion settlement (AU$2.28 billion) in a class-action copyright lawsuit. The case was initiated in 2024 by novelist Andrea Bartz and non-fiction writers Charles Graeber and Kirk Wallace Johnson.” Which we get from ‘An AI startup has agreed to a $2.2 billion copyright settlement. But will Australian writers benefit?’ (At https://theconversation.com/an-ai-startup-has-agreed-to-a-2-2-billion-copyright-settlement-but-will-australian-writers-benefit-264771) less then 6 weeks ago. And the entire AI setting has a few more class actions coming their way. So before you judge me on being crazy (which might be fair too) the news is already out there, the question is what lobbyists are quieting down the noise because that is noise according to their elected voters. You might wonder how one affect the other. Well, that is a fair question, but it hold water, as these so called AI (I call them Near Intelligent Parses, or NIP) require training materials and when the materials are thrown out of the stage, there is no learning and no half baked AI will holds its own water and that is what is coming. 

A simple setting that could be seen by anyone who saw the technology to the degree it had to. Have a great day this mid week day.

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November 11, 2025 · 17:58

TYS squared

That is the setting, but before we go there, a little reminder from past blogs. Just so you know I wasn’t kidding. On January 29th I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) as well as ‘What do bubbles do?’ on November 1st 2025 (at https://lawlordtobe.com/2025/11/01/what-do-bubbles-do/), so this is not out of the blue. Yet several facts were revealed which requires me to give you the setting of power shortages which I raised in ‘As limits are reached’ on June 29th 2024 (at https://lawlordtobe.com/2024/06/29/as-limits-are-reached/), so this are the settings I warned people about and now we see

So, it started today with a person named Torben Hansen on LinkedIn giving us “Oracle just shelved a €2 billion Al datacenter project. Amazon paused €7 billion in investments. Not because of tech limitations or lack of capital – but because they can’t get electricity. In Frankfurt – Europe’s digital heartland – new Al data centers face 8-13 year wait times for grid connections. Here’s the brutal reality:” as well as “Germany’s electricity: €0.25-0.30/kWh vs €0.05-0.07 in Asia (3-6x more expensive) GPT-4 training consumed 51,773+ MWh of energy One datacenter powering Al needs 4 gigawatts
Additional cost per training run: €500M+
Germany’s Al ranking: Dropped from #3 to #9 globally in 2 years
Imagine having world-class talent, billions in investment, and world-leading research – then telling companies “sorry, we don’t have the power lines.” That’s Germany in 2025.
While the US adds 400+ MW of Al capacity annually, Germany accepts ZERO new data centers until 2030. The result? Our brightest minds migrate. Research stays. Jobs leave.”

So, the ‘presentation’ reflects what I foretold. But now the sad part, there is no news on any of this. There is even a ‘Google set to reveal “largest ever” investment plan for Germany – report’ a mere 4 days ago (at https://www.datacenterdynamics.com/en/news/google-set-to-reveal-largest-ever-investment-plan-for-germany-report/) this is why I check EVERYTHING. The setting from both Amazon and Oracle cannot be vetted, but a mere 4 days ago (as well) we are given “But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta Platforms sold off because investors didn’t like how its operating expenses were outpacing revenue growth.” That too was predicted and it is the effect of a bubble, so to say the stock is going bubblelicious. But that does not reflect on who is giving us the facts and who is giving us the runaround. I am trying to give you the facts. The second fact that seems to ‘contradict’ the ‘facts’ by Torben Hansen as the DCD gives us (at previous given address) “Amazon Web Services (AWS), meanwhile, committed some $9.44bn to its Frankfurt cloud region in June 2024, and a further $8.47bn to establishing a European sovereign cloud in the country, which was launched as a separate entity earlier this year.” So something is amiss. I still believe in the predictions I gave you all, but a bubble tends to be presented at the moment it goes boom. Yet a week ago (at https://www.cleanenergywire.org/news/lacking-grid-access-major-obstacle-germanys-energy-transition-technologies-associations) we are given ‘Lacking grid access major obstacle for Germany’s energy transition technologies – associations’ with “Germany needs to “significantly improve access to grid connections” for electric vehicle charging stations, storage facilities and large heat pumps, a group of 13 associations from the energy, housing and consumer protection sectors said in a joint appeal. “Industry, commerce and private households are ready to invest, build and transform,” the group wrote. “But without access to a modern grid infrastructure, many projects remain unimplemented.”” As well as “Germany’s lagging electricity grid expansion remains a key hurdle for the shift to renewables. Electricity retailers have warned that significant delays in connecting EV charging points and solar PV installations to the local power grid are putting the brakes on the country’s energy transition.” So there are issues, but I do not see any shortages that would halt data centers and Oracle gave us in may that millions are invested in both Germany and the Netherlands. I reckon that there would be clear signals if the presented facts were actually true. So whilst I am really reeling for a “told you so” setting, even a squared setting of told you so, there is a larger setting that requires all our attentions. The verification and validation of presented facts requires checking at nearly every bend, curve and turn of the way. So whilst the cartoon image is highly entertaining, it is all it is, entertaining. 

But I do like to check all the ins and outs of statements thrown my way and in this case I though I would get to loudly go ‘told you so’ and in the end I cannot yet do that and that is the setting that I face today. I till believe that this bubble comes crashing down, but in its own right, not by presenting (what I perceive to be) false settings towards at least one titan in the IT business who has always steered a straight course. 

And in the final setting we see that “hyperscale centers requiring 100 megawatts or more”, how much more is really depending on the centre, but to set the power ‘demand’ to 40 times that for an AI centre becomes debatable, especially as both the Netherlands and Germany have a good grasp on the energy they have and what is required. So I am seeing all kinds of red flags at present. And I still have the ‘told you so’ setting because verification and validation are pretty important markers in the AI field. So the next move is on the Media and to run down the truth of both German energy as well as Amazon and Oracle, but that is merely my point of view. Have a great day.

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October 25, 2025 · 14:04

As evil goes

There is a setting that was inflicted upon us all by books like the bible, it goes like “the idea that humans are the source of their own suffering, whether through their actions, choices, or the inherent negative inclinations they possess” we refer to this like ‘the evil we create’ it is ‘told’ that it revolves around issues of free will and the connected moral responsibility we have. That and last week I went for a job interview. I was told that ‘older’ people are rejected as we lack certain views of adaptation and acceptance of new technologies. In a short saying, that is what my grandfather said when I was wrong until I unplugged his life support, showed him who was boss.

Anyway, something snapped in me and today it is the outcome of short sighted HR people, lazy It people and a dedicated techie who has little to lose, merely the effort that some have and the impact on a lazy business effort with the setting of “Well look at it next quarter” the right combination of issues and impact. And as it goes, places like Ukraine can release such a system on the larger Russian technology setting, so there is that. Although America makes much more likely a target than Moscow, Vladivostok, Saint Petersburg, Arkhangelsk, or Novosibirsk will likely be. 

The setting is that we have two parts. The first part is the automated setting of a standalone laptop with dedicated software that relies on its own (optionally with DML spaces), it is carried around by a drone, one that can hold up to 5Kg, as such a netbook and 3-4 battery packs for longer activities. I reckon that a setup like that would cost around $25,000. Now consider that it goes out looking for wireless enabled servers and in America it would be a lot, In Russia likely a lot less, but not zero. It infects these servers whilst flying around the buildings and in less then 2 minute per servers it does what it needs to do and in one swift control it gets activated, optionally all in one swoop and the location gets a load of DDOS attacks in under an hour. Consider what AWS did to the world, is done by third party players to the business industry. And without effort the business world goes down. So how’s that for an elderly person person without certain views you HR hack. 

As the US governmental settings are in shutdown it will take days to instigate anything and by the time others figure out that they were hacked remotely wirelessly others will destroy the evidence needed and nothing gets done yet again, until the next rounds of hacks come into the wireless connectors. 

So, as evil goes, I am doing quite well. I merely had it with the people deciding on what is possible and leaving me out to dry. Ill soak them all in hardship and terror in an instance. The too is the consequence of unleashed adaptability and considerable creativity. 

So is my idea likely? I am not sure, I think so, but it requires the engineer with effort to program a DML setting and there are other settings, so that they are on the ground hacking via the netbook in a drone so that they become the second hop and that is the unlikely setting, because the hacker needs to remain in an 8 block distance from the drone, not consider that setting that this hacker is drinking and working from a Starbucks at 233 S Wacker Dr, Chicago, or perhaps a coffeeshop in Pershing Square, Los Angeles. How many corporations and servers could be hacked in these 8 block radiuses? That is beside the settings in San Francisco, Houston, Phoenix, SanDiego, Dallas and Austin. Consider that before you write of IT people in their 50’s and 60’s. 

A simple setting and I combined a few simple variables with simple creativity. A setting others cannot dream of and I gave the world a new fear a fear where the world stops because of a simple setting that others (for greed reasons) left around for another quarter. 

That is the setting everyone seems to ignore. The setting that it comes to a halt because these places tend to be out for lunch at 21:00-23:00 hours and that gives the, something to be worried about and with the available IT people working remotely so they can tend to more corporations, that comes down to a grinding halt real quick.

So as such there is evil I can do and the world is not ready for my creativity, as such the HR wench that wrote me off because of age, have a nice day and consider what you unleashed unto the world. Time for me to consider hat else I have wreck havoc on, my creativity is going just fine, so have a great day and consider that the world is about to get more complicated in an instance. And with the police in shutdown to some degree, help might not be coming any day soon and in that same setting you bleed revenue every minute because you left something until the next quarter, which would be on you. 

Have a great day and enjoy the matcha today (apparently prices are currently soaring on that stuff).

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October 7, 2025 · 10:14

The crunch to become

That is the setting and it remains to be seen as to where the crush will end up being. This morning I was surprised by a story in CDOTrends (at https://www.cdotrends.com/story/4729/how-agentic-analytics-replacing-bi-we-know-it) where Artyom Keydunov gives us ‘How Agentic Analytics Is Replacing BI as We Know It’ this is his view and as the co-founder and CEO of cube he is talking in his own street and that is his right. The issue with the article that it is really good, but there are some issues (from my point of view). The start is (optionally) great and with “For over two decades, the business intelligence (BI) dashboard has been the primary interface between data teams and decision-makers. These visualizations, charts, and KPIs have been invaluable tools for understanding what is happening inside a business. But in 2025, the dashboard model is showing its age. In a world where data moves at the speed of cloud transactions, connected devices, and global markets, static dashboards can no longer keep up. By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed. Business leaders want answers, not just visualizations, and they want those answers as events unfold. A new approach, driven by AI and automation, is emerging to fill this gap.” There is merely spoken truth here and he is correct, but the Dashboard was ‘thought’ of by a Business Intelligence analyst and that tends to have hidden settings as that tends to be the case and the more it is set to the BI industry it was designed for, the better that tool tends to be. So when we see “By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed” is not incorrect, but there is a time gap, we get that and the better the tool, the smaller the gap and as the designing analyst is better the more precise the tool becomes regardless of gap. So now we get to the ‘Agentic Analytics’ of the matter. It is programmed and based on the data it is trained on. Now, if this is all in-house data, that tends to be OK, but there is still the programmer and that is the culprit of the story. You see a programer is as good as the explainer hands him his data (tends to be a sales person) and that is already the issue. Sales persons are set to the blinkers then have (like pupils shaped as dollar signs) not the most eloquent setting to begin with. 

So then we get to “The static nature of dashboards has made them a bottleneck in modern analytics. They rely on the user to know what question to ask, when to ask it, and how to interpret the results. When organizations scale, the proliferation of dashboards often leads to confusion rather than clarity. A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions.” This is a truth and a half no matter how you tweak it. And the stage of “proliferation of dashboards often leads to confusion rather than clarity” is set to the organiser behind this and that tends to be a salesperson, CEO or CFO, as such money is the operative word and Agentic Analytics (AA) is set to data and clarity of collected data and upgrading this won’t make the data more clear, it merely showed how the dashboard fell short of what’s needed. So when we get to the ‘good’ part with “A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions” we see the gap in the entire AA setting. It isn’t less confusing, the tweaked set of data is likely misrepresenting what was needed in the first place and I will grant you that this is my view on the data. I have seen dozens of cases where that was the case and in some cases it was with people managing data the size of a Fortune 500 company. So as we get to the really good part, Artyom Keydunov tells us “The promise of agentic analytics depends on trust. Without robust data governance, AI-powered systems risk surfacing misleading or inconsistent insights — and worse, they might automate actions based on flawed assumptions.” This is a powerful statement, it is not the trust part, this is inherently drawn from the loyalty a firm instills, it is “they might automate actions based on flawed assumptions” you see, ‘flawed assumptions’ is the key here and it is with many dashboards and as such with AA solutions as well. That just gave me an idea (perhaps cube has this) there is a between setting where the app could have documentation in the ‘second tier’ a setting where a document cog could be embedded in the software solution that is merely accessible at the core company that made this setting. So where some see “growth margin per quarter” the hidden blockchain will refer to that setting and the documentation will set the parameters for inspection. It could be any kind of blockchain with the setting of corporation – application – sequential counter and that is documented. You see, it is not what is now that matter, but in 5 years the reality of any solution (or AA) will require revision and wouldn’t it be great that you are able to vet what was (correct or not). So, now go back to any dashboard that was designed over 10 years ago and still in use. How many will not be able to tell you what was?

A simple setting merely shown to you and perhaps in your own firm there are several others. So make of this what you want. The article is quite good and even as it is talking in the street of Cube, it shows some common grounds we all need to have before we all go the way of the Dodo because AI told us to do just that and we end up at the edge of a cliff like darling little lemmings and when we realise we are at a cliff, the lemming behind us its pushing us in the back making us fall over. Nice ride, don’t you agree?

So have a great day and for me a new coffeeshop open tomorrow, so another option to try pointing myself for the simple reason that only the once trusted coffeemaker knew how we wanted our coffee, just like the users of a dashboard now relying on some AA that we are supposed to do it their way (which might not be wrong).

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October 1, 2025 · 06:31

The Delphi setting

That is always merely a breath away. At some point the decline of Oracle became a setting and the looting of the place by the Byzantine Constantine the Great contributed to the Demise of this place. But for the most part I have never heard that Oracle became a non issue. It always struck me weird that this never happened. Even today most of us call the givings of the gods ludicrous, or perhaps better as the Catholics might say sacrilege. Yet the power of the Oracle of Delphi has seemingly never waned to zero. 

This is the thought I had today as yesterday the news of Oracle was pushed to the core (mostly at Yahoo Finance) with all kinds of messages. We start with ‘Oracle (ORCL) Initiated at Sell by Rothschild Redburn, $175 Price Target Set’ and it is followed by “According to the firm, the market is materially overestimating the value of Oracle’s contracted cloud revenues. In big, single-tenant, large-scale deployments, the company acts more like a financier than a cloud provider, “with economics far removed from the model investors prize.”” As well as “Oracle’s five-year cloud revenue guidance is equal to $60B in value. This reflects that the market is already pricing in a “risky blue-sky scenario that is unlikely to materialize.”” My first issue is “Why?” You see, even as I do not trust (or believe) AI, its foundations is set on data as it always was set. Data is the holy grail of AI that much is certain and it will proceed to be for decades to come. So, who will you trust with your data? Microsoft with its Azure? As I see it Microsoft can’t see real innovation through the brushes of their own proclaimed innovation and as hackers proclaim that Israel is storing a particular form of its ‘defense’ data in Azure, there might be a security issue as well and that is a total blocker. There are good data solutions in Google, IBM and Amazon, but they all consider Oracle to be the Rolls Royce of data carriers. Then we get the next setting of ‘Nvidia And Oracle Headline 7 Promising Stocks With Mojo: Analysts’ and as they give us “What’s especially impressive is that these stocks are already up 30% or more this year. That blows away the 12.9% gain by the S&P 500 this year. So these are the big winners Wall Street still has high hopes for.” As such we see that in spite of all the stupidities the American political engine performs these two are kind of hot and it makes sense that they are, even if I have some reservations, there was never a doubt that Oracle could grow through it. Making the Statement from Rothschild debatable and me without economic degrees calling Rothschild on this is better then sex (even if Olivia Wilde would call on me in the next hour calling me a fucking tool, this is followed by a rather loud giggle by me). So when we get to ‘Why Oracle’s Cloud Computing Deals With Meta Platforms and OpenAI Make The “Ten Titans” Growth Stock a Top Buy Now’ A setting that the Motley Crew gives us (what do they know of IT?). We are given “the company announced plans to increase Oracle Cloud Infrastructure (OCI) revenue by more than 14-fold in five years. But that news proved to be just one splash amid a sea of waves. Reports indicate that Oracle and Meta Platforms are in talks on a $20 billion cloud computing deal. And Oracle and OpenAI are building on their $300 billion partnership with the rollout of five new data centers custom-built for artificial intelligence (AI).” No matter where they are, a setting of a 1400% revenue growth in 5 years is massive, unbelievable massive. Now, no matter how this turns, the one day lightbulb who believe in their AI settings will have to invest the money to make it work and that is the beginning of a setting where Oracle wins, no matter how that turns out. As such the AI wannabe’s are fueling the increase and funding the foundations of these data centers. And we are given “Google Cloud serve a variety of general compute customers. However, Oracle’s data centers are specifically designed for AI.

Oracle is a good example of why lacking a first-mover advantage isn’t a deal-breaker. Oracle’s data centers are newer and faster. And it’s bringing over 70 of them online in just a few years, which is why it expects OCI growth to reach an inflection point in fiscal 2027.” I reckon that it will serve several purposes, but it is more AI set than other centers. Although I have no real idea where Amazon and IBM stand. I reckon that Oracle could cater to the needs of Snowflake and allow its customers to grow their needs and it will do so a lot better than being a little IT guy Azure blue with questions. I saw the need for applications in the lost and found section that could grow adaptation by nearly all airports and when you are in, you are in. I reckon that Interworks should talk to adaptation Snowflake through Oracle, but that is just me.

Then we get an article that matters (at least it seems to). We are given ‘Analyst Says Oracle (ORCL) Deal With OpenAI is ‘Very Risky’ – ‘Not a Customer That Can Pay Their Obligations’’ and I see “One is if you go back to the transcripts from Oracle Corp (NYSE:ORCL) for the last few quarters, you’ll see that it’s not just the last deal from OpenAI that increased their backlog. It’s actually been several quarters where it’s really OpenAI that’s been driving all of this. Having that is the only thing that’s added value to Oracle Corp (NYSE:ORCL) is very risky. That’s not a customer that can pay all their obligations. They’re double, triple booking, maybe quadruple booking capacity. They will not be able to live to those obligations. So if you’re adding $400 billion of market cap to Oracle Corp (NYSE:ORCL) based on that, I think we should revisit the math.” OK, I am in (not knowing the math he talks about), and we see “OpenAI is expected to burn about $115 billion over the next four years and is not projected to be profitable until 2030. Even after Nvidia’s latest $100 billion investment by Nvidia, OpenAI will likely need to raise over $200 billion in total funding to cover its commitments. Some analysts believe Oracle may need to borrow tens of billions to build enough data centers for the deal.” OK, that sounds fair, but some seem to forget that Larry Ellison is worth 344,000 million (sounds much better then 344 billion) as such he can get those numbers without any question. And if he is right he will triple his value overnight as these data centers come online. And that is when the article shoots itself in the foot. They do it by giving us “While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.” You see, no matter how great the idea is, it will still need data and Oracle is the best. They can side with fast talking sales people at Azure and see their projects fumble and watch delay after delay happen. As those promising returns fall to ash you can contemplate your choices. That being said, any AI idea is temporary at best, as such the investment in an Oracle engine seems a much better setting and these people have been in data for decades. As such I see the value and the foundation of Oracle, even if some do not or question the setting of Oracle. 

I wonder how Pythia sees my predictions and even as I am called ‘duly’ to serve Apollo (I serve Lord Hades in all things) the foundation of predictions is seemingly driven by personal insights and I have been at the foundations of data going back to 1982 so I do feel I am on the right track.

Have a great day and don’t forget to chew your laurel leaves, whether you are about to enjoy a coffee or not. Oh, get your coffee quick, the US government shuts down in 7.5 hours.

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August 28, 2025 · 15:27

The real deal

So this happened yesterday. I was at first a little out of sort. I was surprised by a head line in the Australian giving me ‘capitalizing on a $266m IT fiasco that fueled Birmingham’s bankruptcy’ this is a setting that happens to be a weird fiasco. You see the words uniting fiasco and Oracle is nothing short of a miracle. Oracle does not usually make these kind of mistakes EVER. And this sounds like an Australian kind of advisement towards their paid wall of settings. As I am not some Australian weirdo approach to their paid wall, I had to take another look and soon enough some f the words got me to the real deal and theft that it was merely one article gave me the setting that this wasn’t real. 

The article that gave me the ‘real’ deal was found at (at https://www.cio.com/article/3830277/how-birminghams-48m-oracle-erp-project-turned-into-an-epic-failure.html) here we get the deal. It was set by ‘How Birmingham’s $48M Oracle ERP project turned into an epic failure’ which was given on February 25th 2025. Still, to see Oracle combined with ‘epic failure’ was news, so I needed to know more. And the story start ‘strong’ with “A Grant Thornton audit reveals systemic governance, expertise, and vendor management failures led to catastrophic ERP rollout.” Shows us the little setting that this tends to go the road of Birmingham and not Oracle. With the hindsight “Birmingham City Council’s (BCC) troubled enterprise resource planning (ERP) system, built on Oracle software, has become a case study of how large-scale IT projects can go awry. The system, intended to streamline payments and HR processes, is now “unlikely” to function correctly before 2026 — four years after its 2022 launch. The project involved replacing the city council’s long-standing SAP system with Oracle Cloud.” So as we see it, the setting is now set towards another setting. That setting is “The catastrophic failure of the project, which has ballooned from an initial $48 million (£38 million) investment to an estimated $114 million (£90 million) after including re-implementation costs, stands as a stark reminder of how large-scale enterprise software projects can spiral out of control.” As I see it, it is another setting. We have saw something like this in 2016 min ‘The excuse from a failed politician’ (at https://lawlordtobe.com/2016/03/27/the-excuse-from-a-failed-politician/) where the Labor government pretty much wasted £11 BILLION on a non-working NHS system, as such this is not new in political povernment (funny typo), so we have seen this before. I see this as someone in government sees this as the ‘golden’ opportunity to make his (or her) grind in the way of things and let this grow this out of hand into the behemoth the eats them alive.

So while CIO gives the right question, but they might go ‘lightly’ over the failure of the setting. And they give us “The audit revealed that the project’s budget ballooned from an initial £19 million to over £90 million, with delays pushing the system’s full functionality to 2026—four years beyond the planned 2022 launch.” As I see it, I have seen this kinda before decades ago where we get two elements together a sales person who wants to make an entry and someone in government wants to appeal to ‘their’ friends by giving the entire collective a setting that is not entirely manageable. The salesperson wants this deal as it makes his collective revenue shine and the other side as they have no clue what they are doing, but they have ‘friends’ who wants a player like Oracle to strike out. So the sales person contact everyone in support until they find that person who signs off on it (I didn’t) and they go from person to person until they get the ‘willing’ support person who gives them the heads up. I opposed as it would never work, but the sales person found the one support person who signed off on it and he avoided my assessment. You see, when the deal comes through he merely needs to keep me away from it (didn’t work) because after the quarter was finished he pays the person back but his commission is no longer touchable. And that is not how I believe things should work. The second setting is the ‘friend’ tactic. As such someone feeling ‘blue’ (subtle hint) gets to say make sure it includes A, B and C (they know it all never work) and as such Oracle goes down and they become the winner as they ‘suddenly’ have an option. This is how the players in the wrong setting are thrust upon the daily lives of government. 

Did that happen here?

Can’t tell, but the more you read here, the more you see that It was NOT the flaw that Oracle introduce, it was another flaw and you might see this when you see ““Integration with Oracle’s systems proved more complex than expected, leading to prolonged testing and spiraling costs,” the report stated. Payroll integration issues, combined with the volume and quality of data migration, required extensive retesting, further inflating costs. BCC’s heavy reliance on Oracle and external consultants became a double-edged sword. While third-party expertise was essential, it also weakened internal control over the project’s financial and operational outcomes.”

So we get there with the next part. 

CIO media gives us “The governance-expertise gap

The investigation uncovered a governance structure plagued by fundamental weaknesses.  At the heart of Birmingham’s ERP crisis lies what we might term the “governance-expertise gap” – a critical disconnect between oversight responsibilities and technical understanding. The absence of Oracle expertise within the council’s digital department created a dangerous scenario where those responsible for governance lacked the technical foundation to evaluate and challenge their implementation partners effectively.” As I see it, the initial Australian setting was wrong in the very least and I recon (especially as the headline changed) that the Australian headline (which was thrust upon me on LinkedIn) as 

I added the image on how I was ‘misinformed’ and perhaps Oracle wants to have a go at these people too. 

So as CIO is giving it a realistic brush (by painting IT environment of Birmingham stupid) we see the second setting and as we approach that ‘critically’ we might see an Oracle failure or two, They did not make the actual flaw. It is seen in 

“Moreover, the lack of technical oversight led to the acceptance of extensive customizations that violated their own “adopt not adapt” principle, accepting extensive customizations to align with existing business processes based on their legacy SAP system. Change requests affecting critical aspects of the solution were accepted late in the implementation cycle, creating unnecessary complexity and risk.” Where we see the adherence to a legacy system and for a council their data is their strength and “The council’s approach to governance showed a startling lack of independent oversight. Despite the program’s complexity and critical nature, no review was undertaken by Internal Audit until just before go-live.” Which is an actual failure, but not by Oracle, it is the Birmingham government that should have acted when possible, I reckon that the people involved saw the golden rainbow markers as their golden opportunity. If there is an Oracle failure it is at this point where the Oracle head honcho should have applied all breaks and talk to the Lord Mayor of Birmingham bringing his attention to the initial $48 million (£38 million) investment to an estimated $114 million (£90 million) after including re-implementation costs. I reckon that when the £60 million tag was reached someone should have drawn attention to this (perhaps they did)

It is when CIO brings attention to ‘Culture of silence and suppression’ that I wonder who was at fault, nothing here shows the flaw of Oracle, As I personally see it, the blundering setting of a seemingly absent Omnibus, a written account of what or who did what and how it was received in that office setting might be at risk of showing the real audit failure and I am willing to bet that Oracle has nothing to do with it. 

A mere collective feeling, but I have seen Oracle set the trends and projects for decades and this does not feel like an Oracle flaw, It might be as simple as Australian fear mongering advertisement settings, but there you have it. With little effort we see that the ‘Oracle Blunder’ was omitted by simple tracking and perhaps I am tracking the ‘wrong’ setting but there you have it, Australian is now getting into hot water by paid wall settings and fear mongering. So be it.

Have a great day today. It is time for some snoring if possible. Feeling a little tired today.

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July 30, 2025 · 14:39

The erratic vision

That is where I found myself this morning. It was a confusing dream but things made sense whilst the dream was going on. I was in some kind of hobby store and I was buying Star Trek figurines. They were small (really small) and this set had the USS Enterprise (the first one), Deep Space Station K7, a Klingon D7-class battlecruiser and a Romulan T’Liss Class. The ships came with an envelope with codes. You see, the ships are a mere setting. The ships connected to a program and that program (courtesy of Adobe) had a new stage in marketing (it will make sense). This setting was a collaboration between Apple and Adobe. The ships are ‘decoration’ prototype and there are settings that are free and professional. This setting is what the fans will use or in other terms fanfare of systems. The larger setting was the pen, there were two types of pens, one was simplistic (for starters and low level marketeers). The pen was different It was not used against a tablet or pc, it was use anywhere, your desk if need be. The pen draws and the lines appear on the mobile, tablet or desktop. There are two kinds of lines. Lines that are drawn with the pen and I the guidance lines are also drawn but looked a little different. As I saw it, I clicked on the table and  clicked on the Deep Space Station K7, the station appeared in my viewfinder on the display. I drew a line around the station and clicked on the Enterprise. Now the Enterprise moved around the station and I could set the screen as a static point of a dynamic point and from there the animation started. The animated started as I gave the signal and all the elements were hi-resolution as the codes transferred the Hi-res images to my desktop. It was all around the pen, the apple pen that had surpassed whatever we had in mind. The ballpoint was some kind of rubberized mica and as it rolled it did the same a mouse did, but now with the freedom of the hand. The pen also had a few buttons and two sliders. To make the interaction more smooth and a lot more intuitive. The professional pen was a lot more expensive and was connected to a wrist pad. A pad on your underarm which had a screen with buttons and could be customized. 

This is the future of what Meta calls AI marketing. 3D settings of an object which could be linked to the high res setting of any object a person wants to have and that is how marketeers set the stage for a lot of new advertisements. The display guru’s design the settings and whilst a lot is done on the pc, prototyping is done at your own desk, dozens of people guiding a new setting of any brand and that is ‘encouraged’ with the fanfare objects as is seen here. But it goes beyond a mere series. Most series are represented Star Trek, Babylon 5, the Expanse, but it goes beyond these settings, the generic objects like pawns, cubic forms and others for people, animals, buildings and so on. All linked to an objects and they could be reused in seconds and could alternate over themes and personal touches. As such the designers could set up themes and create the overall, whilst any marketeer can turn prototypes into fine tuned advertisement. A new setting that is giving brands a lot more control at a fraction off the cost. And as each element id completed the Meta AI will turn it all in dozens of advertisements pretty much a new advertisement each minute. 

That is where graphic design is going to (as I personally see it) and the pen is turning what was a simple 3 trillion into a new setting of at least 9 trillion. There is nothing like waves that push people forward and when the world needed innovation Apple and Adobe pushed it all to the surface. And Adobe used a new setting to grow a loot larger. The themes gave fans an outlet and it was all pushed by the figurines that allow people to prototype settings on their own desk. I saw that this set costed $69 now consider that 50% of their fans (in excess of 40 million) that makes this 20 million times $69 giving the Adobe system a quick $1,380,000,000 and that is merely one fan system, now consider the stage of dozens of fanbases, it allows for the stage of online mediation of fanfare. And it goes beyond that, when the brands will take another setting Now take this setting in the professional stage with over 500,000 and they need this and a lot of people are setting the stage to advertising. Adobe is sitting on the forefront of what everyone needs and now there are almost no competitors out there. A stage of devices that do what is normally reserved for directors, now at the fingertip of almost every market driven person. And when the people are up to what Meta saw initially, and that is now used to new heights by Adobe and Apple, the stage of repetitive advertisements end and that will push new viewers to a visibility of brands. 

I reckon that there will be cloud solutions by Adobe in new directions and to new heights of bandwidth.

A setting that my mind saw but it was still early. As I see it the world belongs to innovators and Adobe is about to come around the corner with all kinds of innovations as I personally see it. 

Have a great day and don’t stare at this too closely because I haven’t revealed all here. Ad as some thoughts from the past are set to new branches of what was revealed earlier, we can see where the data ends up bring and that is part of the solution some cannot see yet.

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February 11, 2025 · 22:46

Just Asking

Today I started to ask questions within me. I have been an outspoken critic on the fact of AI and knowing it doesn’t exist questions came to mind. Question that, as I see it the BBC isn’t asking either. So lets get to this game and let you work out what is real.

Phase One
In phase one we look at AI and the data, you see any deeper machine learning solution (whether you call it AI or not) will depend on data. Now we get that no matter what you call this solution it will require data. Now that Deeper Machine Learning and LLM solutions require data (as well as the fact that the BBC is throwing article after article at us) who verifies the data?

Consider that these solutions have access to all that data, how can any solution (AI or not) distinguish the relevant data? We get the BBC in January give us this quote “That includes both smaller, specialist AI-driven biotech companies, which have sprung up over the past decade, and larger pharmaceutical firms who are either doing the research themselves, or in partnership with smaller firms.” My personal issue is that they all want to taste from the AI pie and there are many big and small companies vying for the same slice. So who verifies the data collected? If any entry in that data sphere requires verification, what stops errors from seeping through? This could be completely unintentional, but it will happen. And any Deeper Machine Learning system cannot inspect itself. It remains a human process. We will be given a whole range of euphemistic settings to dance around that subject, but in short. When that question is asked, the medical presenter is unlikely to have the answer and the IT person might dance around the subject. Only once did I get a clear answer from a Chinese data expert “We made an assumption on the premise of the base line according to the numbers we have had in the past”, which was a decent answer and I didn’t expect that answer making it twice as valuable. There is the trend that people will not know the setting and in the now there is as I see it, a lack of verification. 

Phase Two
Data Entry is a second setting. As the first is the verification of data that is handled, the second question is how was this data entered? It is that setting and not the other way round. You must have verifiable data to get to the data entry part. If you select a million parameters, how can you tell if a parameter is where it needs to be? And then there is a difference between intrinsic and extrinsic data. What is observed and what is measured. Then we get to the stage that (as the most simple setting) that are the Celsius and Fahrenheit numbers correct (is there a C when if should be an F) you might think that it is obvious, but there are settings when that is a definite question mark. Again, nothing intentional, but the question remains. So when we consider that and Deeper Machine Learning comes with a guidance and all this comes from human interactions. There will be questions and weirdly enough I have never seen them or seen anyone ask this (looking way beyond the BBC scope).

Phase Three
This is a highly speculative part. You see environment comes into play here and you might have seen it on a vacation. Whilst the locals enjoy market food, you get a case of the runs. This is due to all kinds of reasons. Some are about water and some about spices. As such the locals are used to the water and spices but you cannot handle either. This is an environmental setting. As such the data needs to be seen with personal medical records and that is a part we often do not see (which makes sense), but in that setting how can any solution make a ‘predicted’ setting when part of that data is missing?

So, merely looking at these three settings. I have questions and before you think I am anti-AI. I am not, it merely doesn’t exist yet and whilst the new Bazooka Joe’s are hiding behind the cloak of AI, consider that all this require human intervention. From Data Entry, to verification and the stage of environmental factors. So do you really think that an Indian system will have the same data triggers as a Swedish one? And consider that I am merely asking questions, questions the BBC and many others aren’t seemingly asking.

So take a moment to let that shift in and consider how many years we are away from verified data and now consider all the claims you see in the news. And this is only the medical field. What other fields have optionally debatable data issues?

Have a great day and when Mr. Robot say all is well, make sure you get a second opinion from a living GP. 

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February 10, 2025 · 12:11

Time is on my side

That is always the question, that is until you set the records up for public viewing, then it tends to go your way nearly automatically. So even as I gave you all the setting that I was right, there was more. You see, more then two years ago I wrote ‘Girdle your loins’ (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/) and that was AFTER I wrote part of the solution to a few people. I wanted to give it to Google three months before this, two days before they cancelled the Google Stadia. OK, they had that right and whilst leaving billions on the floor they walked away. Amazon (Andy Jessy) had the email less than a week after that and he never got back to me, which is also his right to do. Then whomever it got to (at Kingdom Holding) got the message and they never cared, or saw it as important enough. But now after more then 2 years (more like three years ago) when I saw the shift of sands changing a moment arrived (this morning) when I saw that I was right all along. So whilst people like Tim Cook (Apple) and Satya Nadella (CEO Microsoft who was never invited) are complaining about the harsh options are left with. I say, you left billions on the floor, so stop complaining. I gave that very same ‘warning’ to Sergey Brin, but he at least had a decent excuse when they dropped the Google Stadia.

So what is bringing this about?
Well, this morning when I was reengineering (in my mind) certain CBM64 greats, my mind fell over a message that I never saw coming. You see in 1986 I bought a Commodore 64 game named ChipWits (by EPYX), it was a great program with the option to program a robot with instructions and whilst the programing through icons wasn’t terribly new, on a CBM-64 it was at the very least innovative, as such I loved it.

Now back to today I considered that it was a great way to introduce this and add Machine Learning icons (and optionally LLM icons) to this game and give it a fresh start. So as I was thinking about a few things, I looked up the cover (see above) but what I found was also a reference from the original programmer Doug Sharp, and together with Mark Roth he is making a reboot.

Now this part is important as he probably started this around the time I made mention of this option (in my blog) that some true innovative minds got there all on their own. So Tim Cook and Satya Nadella take notice. This is what ACTUAL innovation looks like they got their on their own and they created the next iteration of gaming. They didn’t have to buy it for $100,000,000,000. They got there on their own $0.02. 

So why is this?
Well, in the first it was about me (it often is) and I foresaw this coming three years ago. In three years what ACTUAL innovation have you seen coming from Microsoft? I created a picture that left the ‘buyer’ with a starting revenue of $5,000,000,000 a year. So that is what. I recognised the field, I set the markers and I seemingly came out on top. The second phase would have been at least a fourfold of the first phase of my solution and If you look at all the great old games, you see that a lot is now coming. My favorite was Elite that on the PS4 is almost a thousand times bigger than the vector images of the CBM64 with a fleet massively bigger with billions of star systems (against the 256 planets on the CBM64) that is true innovation and David Braben deserves all the credits he is due, which is a lot as this was the very first serious game I saw on the then great BBC Microcomputer System, and I didn’t have to sob for long as it come to the Commodore within 2 years after. 

So when my mind went spiraling into reengineering mode, I got the idea three years ago for a bigger stage and I reckon that 10% of over 10,000 games that were published on Commodore 64, Commodore Amiga, Atari 600/800 and Atari ST should make farming for games lucrative. I got to 10% of 10,000 games with 50% reduction for IP protected games left me with 500 stellar choices, the best of a great gaming era and those captains of industry (Brin, Jesse, and Cook) never saw it, as such they left optional billions on the floor. I negated telling Nadella as there is no use in breathing life into a near extinct Dodo. They made their grave of mediocrity on their singular motion, or perhaps multiple motions of failure.

As I mentioned there are still a few options for Kingdom Holding but that is up to them and perhaps they are already pursuing this with Tencent Holdings Ltd. The next new player in the gaming sector soon enough. I reckon that is the moment that Microsoft either abandon its gaming platform or sells it to Tencent (as I personally see it). So that $100,000,000,000 anchor around their neck will be a lot less comfortable than a silk (road) tie.

For me? I doubt there is anything in it at all for me, but as I said, the realization that I was correct all along might help me to feel my other idea’s for a few coins to afford a new retirement plan. And the feeling that I was correct all along is just too satisfying (especially when seen against the Captains of Industry who never seemingly saw it). Even if I never end up with anything. This is a clear win to me. Others will state that it is always like that on the hindsight. They would be wrong, as I documented this and other ideas going be to before 2018, there are records. So there 😛

Have a great day and enjoy the stormy weathers I see happening overhead now (actual rain).

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