Tag Archives: KSA

Is it me? It could be.

Today I saw (at https://www.bbc.co.uk/news/business-64171008) the article ‘Amazon to axe 18,000 jobs as it cuts costs’. OK, they published it 2 days ago and I do not watch every site every moment of the day (I have an actual life). So consider that I wrote ‘Girdle your loins’ (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/) which was roughly 3 months after it was offered to three parties. It represents $6 billion in the first phase and up to $20-$40 billion in the second phase. Can anyone tell me why two days ago we get to see “Amazon plans to cut more than 18,000 jobs, the largest number in the firm’s history, as it battles to save costs”, here I was thinking that my idea could have saved these jobs and now that Tencent is 9-15 months away the options for Amazon are diminishing. Then there was ‘Overlooking the obvious’ (at https://lawlordtobe.com/2022/06/22/overlooking-the-obvious/) which actually also refers to an earlier article. There I set a stage with optional close to a billion in revenue with optional new corridors for AWS to grow, and with a new stage where we see a new need fro hardware and advertisement in new directions, Google isn’t even there yet. That billion was based on almost 200,000 malls globally, 116,000 of them in the US and that is before you realise how many stores players like Zara, Gap, Sephora, Apple, Victoria Secrets, Country life and that list goes on and on. So is it me or are these players too lazy, too cowardly and not in the right stage of play? And that is not even considering the hardware people might want, the options that are related to it and even several IP options that are not on anyones dance card at present. What are they doing? They are axing 18,000 jobs and they leave billions on the floor? What kind of technology firm is that? 

Now, you might think that I am delusional and I would think that too, but I refer to things I wrote in the past, something that could grow into a $20 to $40 billion A YEAR market. So tell me, how delusional am I? So I could be crazy, but I see clearly where this is going and even as there is some small risk (there always is), the fact that Amazon left it on the street gives me pause to think that they have a lot more problems and optionally different ones. Optionally it is in a direction I never considered. That is not their fault, it is not my fault, but they left billions on the street (as I personally see it) and there is even more IP (a little more risk), but as Meta becomes a reality it represents an optional $2.3 billion (my initial max assessment of the IP) as well. So as I take notice of “Boss Andy Jassy cited the “uncertain economy” for the cuts, saying it had “hired rapidly over several years.”” And there was me thinking he was on the ball. So even as I am not debating that decision, the idea of leaving that much on the floor, enough to give most of them an alternative and an alternative setting towards the future on a global scale implies that someone is not drinking the proper gatorade and they are going for the dodgy stuff, but that is my view on the matter and I could be wrong. I admit that part. When certain Big Tech (not Microsoft), the Kingdom of Saudi Arabia and Kingdom Holdings give no response it is time to consider that I am the one who is wrong, but I feel that I am not, my mind is still mauling the designs over and over and seeing more and more improvements, even with Real estate sides, with 5G wearables that are not on any list at present. I believe that either I am a bigger dreamer than Jules Verne, or I am onto something. OK, lets be clear Jules Verne came up with the idea of a rocket to the moon long before WW2, as well as a submarine when it was still not possible to have one for such trips. The USS Nautilus, the first nuclear submarine was launched in 1954, half a century AFTER Jules Verne passed away. So I might be a bit arrogant, but I see solutions that could impact the Line (KSA), malls and new forms of advertisement and none of those are part of the up to $40 billion (my maximum expectation), but that too is under debate. Yet that number is based on part of a 1.8 billion Muslim population and Tencent is a mere 15 months away at the most to do what I foresaw was going to happen one way or another. 

So, is it me? It could be. Yet I personally feel that this is not the case. As I see it some people have no idea what is possible and they are merely faking it for now. So what will they do when Tencent comes in and takes it all? Give you a lame excuse that they do not understand the technology? I will let you decide, but consider what we clearly see and what I published over the last two years. Yet, feel free to consider that it is alas, but these 18,000 people will have to go. There is no shortage for workers, is there? 

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Dopey and Grumpy, still dwarves

That is the setting and it is a strange setting, but it relates to ‘When it rains we call the kettle black’ (at https://lawlordtobe.com/2022/12/11/when-it-rains-we-call-the-kettle-black/) which I wrote two days ago. Yet I did not know there was more, and just now I come across ‘Saudi Arabia demanded defense firms set up in country by 2024. So far, most seem unmoved’ (at https://breakingdefense.com/2022/12/saudi-arabia-demanded-defense-firms-set-up-in-country-by-2024-so-far-most-seem-unmoved/), to be honest, I had heard some stuff in that direction, but I was unaware of how deep it went, and now I see “as long as it is related to the government contracts, they will have to have their regional headquarters here”, with the added “analysts said that the biggest players appear confident they can find workarounds — including the use of local partnerships and subsidiaries, as they’ve done in other countries — to keep the market open” and there the stupid factor comes into play. You see the Kingdom of Saudi Arabia has had enough of fake allies, fake commitments and now China is ready to make commitments and as the KSA is moving towards the 2030 mark of 50% in country defence and China is willing to play nice, the US is set to lose a whole lot of revenue. So there is your workaround, greedy and stupid working in cahoots like Grumpy and Dopey, both sides of a currency that has no meaning where they are, it is the sales prospects that counts and they are giving it all to China. You can only be the biggest player if you sell and there were markers for sale events and now there is a clear understanding in strategic papers no less that China is moving into sales column A. So when we think through what Breaking Defense gave us on December 8th, the US better realise that the age of pretending to do something and doing something else as a workaround is ending and it is ending really quickly. So when we see the larger players like Lockheed Martin, Raytheon Technologies, Northrop Grumman, Leonardo, Thales, and General Dynamics. What happens when the representative $27,000,000,000 goes to China? Twenty Seven Billion no longer to the US, the dollar will take another dive and more importantly, the design of their stealth planes required some Saudi Funds, when they go to the Chengdu J-20, the impact will be seen all over the US, EU and NATO. I made mention of these dangers as early as September 2021. The fact that some American Fat Cats were playing stupid with a customer paying billions is a little new, but there is no surpassing the union of stupid and ego, it makes for a nice package, one that China could be enjoying a lot more than they figured on. And there is a chance that the strategic union between Saudi Arabia and China will go that far. Not only will the US lose their Middle East stage, they will in that same action lose whatever benefits they had in Egypt as well. And just to remind you on a speculative side. If China buys in this deal 2 million barrels a day from the American stack, the US is in deep manure. It does make the grass grow in Texas, but that is pretty much all it does. 

As such the last week has given us all kinds of revelations via several media sources. But the larger news is that State secretary Pompeo gives us ‘Xi’s visit to Saudi Arabia a result of “bad American policy”’ and the bad news merely stacks. Yes Saudi Arabia is not squandering the connections with the US, their words and they are right. The US themselves are squandering it to China by playing chicken with the Kingdom of Saudi Arabia to appease their ego’s, and that is what is clearly in place and will shown over the next 13 months. You see, there will not be any 11th hour changes, if these regional HQ’s are not in place by December 2023 China will end up with a massive chunk of Saudi defence spending. China is happy with it, will the US be? I doubt it, but they catered to ego, so there you have it. It does not matter who Dopey and Grumpy are, in the end they were merely dwarves and as I see it, the Kingdom of Saudi Arabia is willing to make a large change and it will cost the US, it will cost them so much. I wonder how they will spin this loss, because at present that is exactly what it will become. A loss to their ally list, a loss to their economy and a loss of income. All handed to China for the mere satisfaction of ego. Government handed partnerships to players like Microsoft, Sony, Samsung and a few other players for the cumulative sum of a mere 1% of that, did you think the Saudi Government wasn’t keeping tabs? Silly bunnies!

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When it rains we call the kettle black

Yup an amalgamation of expressions and in this case it is a little more applicable than expected. You see a mere 11 hours ago I wrote in ‘Ruler of law goes metric’ “should the Kingdom of Saudi Arabia want it and limit the shipments of Crude Oil by an additional mere 1 million barrels a day, the US will explode in a stage of anarchy” (at https://lawlordtobe.com/2022/12/10/ruler-of-law-goes-metric/) and 7 hours ago we get from the ABC ‘China promises to buy more Middle East oil, urges Arab leaders to replace the dollar with yuan’ (at https://www.abc.net.au/news/2022-12-10/china-xi-promises-to-buy-more-mideast-oil/101757852), it isn’t a victory when the nightmare scenario starts, but this is what the US was facing all along. Several world leaders learned the hard way what happens when you start wars on multiple fronts. People like Napoleon Bonaparte, Adolf Hitler and Wilhelm 2 all learned that lesson the hard way. Now that the US has a stage with Russia, it had to play nice with Chine to some extent, but it was already too late. Huawei was fresh in China’s memory and the US did NEVER EVER produce clear reports of the dangers that Huawei was. They got tools to make similar claims and none of them produced evidence. Now China sees a way to get back at the US. You see, if China buys 2 million barrels a day the American goose will be cooked within 2 months in the middle of winter no less. This is part of the horrific result of giving Wall Street free rein and now there is no second stage, no escape. The US had clear options a year ago, now not that much and the few they have they are squandering on the wrong priorities. And it is a mere 42 minutes ago when China and Saudi Arabia signed a strategic deal, which now implies that Huawei would get free rein on technology adaption for the Line, that straight building that goes through Saudi Arabia and optionally a lot more in Neom. Did you really think I was out of my mind when I was willing to sell my 5G to Saudi Arabia? This is happening a year earlier than expected, but no one saw the Ukrainian war happen and even less saw it excelarate the way it did in the end. Now China has the option to make the impressions in Saudi Arabia and optionally soon in Egypt as well. I saw this coming and no one believed me, but there is a lot more to Neom than most see, because the US media kept on belittling it and now as the truth comes out we see knee jerk reactions and large claims of miscommunications, and that is not all, if the Yuan will be accepted as currency, the Yuan will get a tour of the Middle East and Africa giving a slam against the power of the Dollar. Now, that does not mean that the dollar ends, but there will be an impact and the dollar will take a hit. All this to a larger effect because certain people relied on ego and not on facts or true innovation. Feel free to read the article (at https://www.middleeastmonitor.com/20221210-saudi-arabia-and-huawei-sign-strategic-deal/) with the added quote “The Saudi Press Agency (SPA) also reported that Chinese and Saudi companies had signed 34 investment agreements in clean energy, information technology, cloud computing services, transportation, construction and other sectors. The agency did not issue figures for the deals but confirmed earlier that the two countries would sign initial agreements worth $30 billion.” It seems to be a simple claim that might not go anywhere, yet the adaptation for net zero carbon data centre’s in Saudi Arabia, Egypt and optionally two additional places are now supporting that my initial IP had a lot more power in Saudi Arabia than even I suspected and this also elevates the options that the Kingdom Holding Company (KHC) has in several places. What was an optional annual revenue of $763 million could start with an 800% growth and leading to well over twice that amount in less than 5 years. Should these data centres become reality than there is a clear case that these centres will be bought by European players, they would not have a choice in the matter and the US claim of danger to national security will not go anywhere, they played that card already. So when it rains, it pours as well as the interaction of the pot calling the kettle black. Two players that were ready and the others were not. 

It is in the end merely that simple.

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Ruler of law goes metric

Yes, we all have settings that are part of us, for the most the rule of law is accepted by nearly all. But when do we realise that it is not that simple? There is the notion that this rule of law has an Imperial and a metric setting and that is the core of what we face today. I got my view from the Canadian CBC (at https://www.cbc.ca/news/world/us-khashoggi-lawsuit-dismissed-1.6676798). There we get ‘U.S. judge dismisses lawsuit against Saudi prince over Khashoggi killing’, s0 at what point does the US set the stage for events that took place in an alleged Saudi environment in Turkey no less? Lets look at the simple facts, Jamal Khashoggi is as far as I can tell a Saudi dissident, not an American citizen and I do not care what was planned. It never got to be. This person has gotten more ‘alleged’ assistance in a month than most American citizens have seen in a decade. Then we are given “U.S. District Judge John Bates suggested he was reluctant to throw out the lawsuit but had no choice given the Biden administration’s decision.” And I will get back to this in a moment. We are also given “Khashoggi was killed and dismembered in October 2018 by Saudi agents in the Saudi consulate in Istanbul” which is the supporting lie. You see, his body was never found, there is absolutely no evidence that he was dismembered, or killed. For all we know he is spending the rest of his days with his new mistress of 19 years old in a luxurious hotel on Bora Bora. It is equally speculative, is it therefor more wrong?

And we do take notice of “Attorneys for the U.S. Department of Justice said in a November court filing that the Biden administration had determined that Prince Mohammed, “as the sitting head of a foreign government, enjoys head of state immunity from the jurisdiction of U.S. courts as a result of that office.”” It is the stage that was always going to happen, there was no evidence of any kind, mere speculation and Daily Mail categorised forms of speculated innuendo that never goes anywhere. Lets be clear, I cannot prove the innocence of certain people, but I cannot prove their guilt either and a person is innocent until proven guilty. That is the law and there is no metrical version of that, it is imperial, it is black letter law and that is what the law is. The media wants you to forget this so that they can cater to the digital dollar a little longer. And you are the tool they are using for that. In the mean time Jeff Bezos (via Andy Jassy) denied himself an annual 6 billion and change going up to close to $30 billion in full deployment mode. This is the damage Amazon did to themselves and it is fine by my book, although a little less nice as the Kingdom of Saudi Arabia decided not to buy it either. My loss and I get that. But below all this is a stage where the US is in a lot more problem. You see, they desperately need the Kingdom of Saudi Arabia assist them with cheap oil and I have stated this before. Why would they do that? The US has proven themselves to be a fleeting and unreliable ally to say the least. Do not take my word for that, look at the victims in Yemen and Syria and ask yourself, what did the US achieve? Close to nothing and now that they are at the abyss, the hangman’s rope has a very uncomfortable feeling. And as I see it, should the Kingdom of Saudi Arabia want it and limit the shipments of Crude Oil by an additional mere 1 million barrels a day, the US will explode in a stage of anarchy, just before Christmas and that realisation is at stake. The US overplayed its hand for at least two years and now we see that anarchy could become the turnstile of events. So do not think this is something that President Biden started. This is the stage 4 previous administrations colluded under (sort of) and yes, former president Trump might be the only one trying to turn it around but it would have been too little and optionally too late too. The previous congresses made sure of that. They were all too ego driven to see that impact grow and grow. And before you consider the immense state of “Khashoggi had criticised the crown prince’s policies in Washington Post columns. He had travelled to the Saudi consulate in Istanbul to obtain papers he needed to marry Cengiz, a Turkish citizen.” You see the US had the option to make him a citizen from 2017 onwards but they chose not to do that (optionally it was in the hands of Khashoggi). So for over a year there was a stage where he had the option to make a change, optionally the US intelligence office could have prevented it if there was a voice, but there wasn’t one. This implies (to me) that there was no real warning, no real danger which now sheds a light on a lot of issues and it does not look good for the US. Hiding behind some metric version of the law was never going to work well and I have highlighted close to half a dozen issues from the beginning and the fictional book of Blood and Oil merely worked for my case. When you see all these articles, all these media evidence and it comes with words like ‘alleged’ and ‘could have’, how wrong do you think I am? 

It is sad watching governments trying to cater to ego and to the clear need of a commodity that their non-allies have, it is a pathetic view and it is not getting better any day soon.

I will let you investigate that, just be sure you rely on the sources you can rely on.

 

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Oil in the family

This is not exactly new, it is a stage that evolved in the last week. To see that we need to take a look at ASPI (Australian Strategic Policy Institute) which hands us (at https://www.aspistrategist.org.au/opec-production-cut-has-washington-questioning-the-value-of-its-saudi-alliance/) a mere three weeks ago ‘OPEC production cut has Washington questioning the value of its Saudi alliance’, in itself the question is not invalid. Every nation assesses its value towards services delivered, but in that same stage, the direction can be inverted and as such the Kingdom of Saudi Arabia is questioning the value that the United States brings to the table. President Biden asked to make Crown Prince Mohammed bin Salman Al Saud a pariah. It has stopped deliveries of defence equipment to the KSA all whilst the KSA was under attack by terrorist forces who were receiving aid from Iran. And when we see “Critics of the OPEC decision say it will increase the price of oil at a time when US consumers are already feeling the impact of high energy prices. A higher oil price will also provide a significant boost to Russia’s struggling economy.” All whilst the US exports 90% of its oil, as such they are sitting pretty as well. But the article does not mention that, it is increasingly one sided. Then we get the second setting and it is seen with “Saudi Arabia has lost much of its prestige and is in damage control to rebuild its image internationally and shore up its relations with the US. To reset the relationship in Washington, Saudi-backed lobbyists have spent millions of dollars. Biden responded by visiting Saudi Arabia, presumably as a gesture of goodwill and to attempt some recalibration.” It is the ‘lost much of it prestige’, by what standard? The KSA gained massive silent prestige with Neom and the line, two stages never seen before and the US has nothing in opposition to that. It will be relying on the coattails of Saudi achievements for the next 20 years. A nation that is so broke it cannot fix its support structures, and that all before we see the damage the ultra right is making in the US. And where is the so called hypocritical ‘honest’ media? When did you see any clear article on the line or Neom? The mainstream media is steering clear of it, no doubt due to the (my speculative view) word from stakeholders. 

This is in contrast to the Vox a week ago where we see “Biden “wants to be able to reevaluate in a methodical, strategic, effective way,” clarified national security adviser Jake Sullivan, “rooted in his fundamental interest in making sure that the relationship the United States has with Saudi Arabia serves the American people effectively.” Sullivan in essence suggested that things so far had not been going well.” We see this (at https://www.vox.com/policy-and-politics/2022/11/17/23423031/why-america-cant-seem-to-quit-saudi-arabia), it is showing us a stage set. We are given “Now that the Biden administration re-evaluates its approach a third time, will it come to a new conclusion? It will be tough to change much. The US, after all, relies on the kingdom as a major oil producer and economic power with important shipping lanes, a close partner in countering Iran and terrorist organisations, and a significant trading partner and number-one purchaser of US weapons.” But that stage is not entirely true, that WAS the stage, but as China moved in, we see a spiralling US economy. Lets not give food to the speculator’s there. China increased exports and services to the Kingdom of Saudi Arabia from 24 billion in 2019 to 30 billion in 2021, some views give us that it is now approaching 33 billion and as Neom and the Line grows, China will gain more. That is 9 billion the US and Europe lost, more importantly China is now getting more oil and the talks implying that Saudi Arabia is in active talks with Beijing to price some of its oil sales to China in yuan gives us the indication that this will not halt any day soon, it also implies that the US is partially done for. Its games are now backfiring, should oil deliveries decrease by as little as an additional 1 million barrels US economy could implode with all the nightmares and trimmings that come with that. I personally do not care, I warned the US and the UK that there will be a price to pay soon enough and I made that prediction in 2020, now that this is about to happen, President Biden can play its games and let the media decide how much they hate the KSA and Muslims, or he can fold the game. The UK with its CAAT is in a similar position. They had the upper hand towards 2-3 billion in weapon sales, predominantly the Typhoon, now that money is most likely to go towards the Chengdu Aircraft Industry Group, China will be extending its arms for extended services towards Saudi Arabia.

The players wanting to keep Saudi Arabia on some kind of leash are now forced to fold their game. They lost to China and the damage is increasing. It is a fair assessment that the Russian – Ukrainian stage did not help, but that is how the cookie crumbles at times. As some stakeholders encouraged anti Saudi sentiments, they forgot that they weren’t the only players and what is coming now is hurting their long term policies in the Middle East and in the Far East. Did you think it was a fluke that the Silk Road was investing in Indonesia? It has over 200 million Muslims and that opens up new commerce borders and Saudi Arabia is ready to collect. I saw part of this last year and I tried to bank on it, but alas the KSA was not assisting (poor me), now that we see this evolving stage, players like Prince Alwaleed bin Talal and his Kingdom Holding Company will make increasing profits in new areas, all whilst the US and EU are given their walking papers. In the next two years their share will decrease by well over 40%, all whilst their political power in that region is most likely to be a trivial one. One ego driven stage led to the larger loss on influence in the Middle East and soon the Far East as well. A stage that China is happy about, the others? Not so much.

But I saw parts of this a year ago, so why did the media not see this? I am not more intelligent than them, but I can read raw data and that was where a lot was all along. But feel free to disagree with me, it is your right, yet when the oil valve closes a little more, just watch the chaos unfold. When you create a mobile industry you need to be weary of essential parts you need, fuel being one of them and the other solution is not as fast as people keep on slapping Elon Musk with his Tesla. All elements in a game where the people who have oil in the family will have the last laugh. Which remind me, how much longer will the US export 90% of its oil? Is there no shortage in the US? 

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I do not believe it

Yes, I am in disbelieve. This is actually a first for me and it started when I saw the article (at https://www.bbc.co.uk/news/business-63631877) there we are given ‘Amazon staff laid off as tech giants cut costs, according to LinkedIn posts’. I saw a tweet from Jeff Bezos pass by, but it read like it was a warning for others, not massively affecting Amazon. There we are given “Posts seen by the BBC include those from employees in Amazon’s Alexa virtual assistant business, Luna cloud gaming platform division and Lab126 – the operation behind the Kindle e-reader” and here I am with IP that brings $6,000,000,000 annually in the first degree and another $4 billion in total for the second IP and Amazon is in the dark. They aren’t seeing what I saw and the meeting with the Kingdom of Saudi Arabia is hopefully Friday. So both Google and Amazon did not see what I saw and I am a little doozy with euphoria. It is the win I never expected, never wanted and here it is knocking on my door. With a starting first phase of 50 million subscriptions I have more than the golden goose, I have the entire goose coup. Actually, are geese placed in a coup? 

So as we are given “Amazon’s share price has fallen by more than 40% this year as it grapples with a slowdown in online sales” all whilst Andy Jessy seemingly did not see my offer as a valid or realistic one, they will stand to lose a decent amount of revenue to others. In my books, I do not care. I care for my retirement and the ski-slopes of Canada. And as I saw it, it started to snow two days ago, so the new season is but a week away and I want in. First year in the Blue Mountains of Ontario, after that, we will see. The idea that they haven’t seen what I saw and what I so far have defined is nowhere to be seen. Even as only one part needs the Unreal Engine 5, the rest does not opening all kinds of options and it is not even close to the end. My mind did construct other parts, but I am also weary that this could accelerate congestion and that is to be avoided at all costs. 

But last week there was Google, and now the confirmation that Amazon missed the same stage, whether they are blind for the option is beyond me, but at this point I feel pretty hyped and that counts for something. Anyway, this was the setting 6 hours ago and my meeting is in 39 hours (not that I am counting the seconds) On the downside, it implies I will have another sleepless night.

Wish me luck!

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Doubts and considerations

Yes, I have doubts and I have hd them for some time. Yet there is a consideration to make. I offered the IP to the Kingdom of Saudi Arabia, but they will not consider meting and they have hd 11 weeks to consider. So now what? Well, there is the United Arab Emirates and there is China. The two options in the US have had over 20 weeks, so I am now getting to a different bottom of a barrel. I will not consider Microsoft. I would hand it to China for free before I hand it to Microsoft. They have screwed up too much IP, a man needs to have his pride. And to be honest I have no idea why they would ignore $500,000,000 a month in revenue. I cannot see it. There are two options, one is the poison well approach, the other is that they do not believe me. It will be up to them, if these last two are deciding not to dip their toes in the water. I am considering placing the IP here as Public domain, at that point they cannot overrule the market, whomever brings the goods gets a turn and big-tech really hates catering to Public Domain, my only condolence price is that IP bundle three would go to the most needy and big-tech loses out two for two. Which will give my second bundle a decent chance but it is not the way I wanted to get there. And with a $6B annual solution the larger firms suddenly will go for the miscommunication excuse, but at that point I will be extremely selective who is allowed near my second IP bundle and Microsoft will not be a consideration. I wonder how the Kingdom of Saudi Arabia will react to some people, but that is not my problem. They had the chance, they had the chance four times over and it seems bitter sweet if the UAE ends up with the IP, but that is the hand they dealt themselves and I feel no pity as I was left out of pocket to a much larger degree. To be honest I have no idea if the UAE has what it takes to turn it around, I am decently certain that Huawei or China has the abilities and I do not consider them one and the same. I will have to avoid Tencent as they have a partnership with Microsoft. And I am running out of time, on December 31st it will become public domain, I set the system up that way and I had a limited time to get it done. I did not anticipate that the Consulate of Saudi Arabia would block a meeting via third persons. Not with $500 million a month on the line, but that is my understanding of people, apparently not as good as I thought it would go. 

And at that point doubt set in, doubt on how I brought it and how I expected people to overcome ego (a speculation from my side), I honestly do not get it, but not to fret. I still have several paths to walk in the next 6 weeks. Time will tell how delusional I was and when I publish the first IP others can judge how delusional my ideas were, because in the end I will vet information, even my own. 

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The financial model

It is a model I always had great issues with, in part because I do not totally understand it. I do understand the basics, but not the intricacies. That is not a great loss for me as my work and other events never touched on those parts. Yesterday as I was watching ‘meta spaces’ I saw that there is an opportune moment. It is still too early, but my third IP bundle is now eager to get started. Unfortunate it seems that Amazon and Google remain silent regarding interest. Fortunate for me Alibaba is now entering this race and is moving to pole position. The IP is seemingly at best $5-$8 billion from my point of view and for the longest time Amazon had preference as it was able to go in two directions with this. The first IP bundle is now offered to the Kingdom of Saudi Arabia and I am pushing the old threat I had. I would sell it to Saudi Arabia for 35% of the value before I hand it to Microsoft for 165% of the value. Now I see a different setting for bundle three. I have no idea if Alibaba will answer that call and more importantly what they are willing to shell out, but that makes the loss for the American economy 2 out of 2, and personally I do not care. They made their own bed. The financial model is nice when all the players are nice to one another, but after 35 years I have seen how American companies are driven by greed and now two players get access to an area that they had little access too and America if it wants a slice of that will have to play nice now (with whomever buys my IP). There is still an inherent risk with bundle three and that is fine, well I think it is fine at least. The issue is not 2024 or even 2025. Whomever has this solution will laugh to the bank on a daily basis in 2030 and it is the long game that counts. I reckon that if one of these two hits pay-dirt, the others will be coveted by all who see it and for a lot of them it will be too late. The KSA (optionally Alibaba too) will have first choice when they buy one of my IP’s and I reckon that Microsoft will shout and scream foul play, but they did this to themselves. The other two would have placed them outside of he options through inactivity. 

Could I make more? Yes, but if these two buy my IP I will make enough and that is what matters to me, the greed model was never appealing to me and I am driven to make it work for the other two so that I can tell the non-options that they had years to listen, but they knew better. In a constricted economy letting $500 million a month and another totalling to $5 billion, how is leaving that on the floor a good idea? I can find nothing but the ego of some and their need to leave the impression that my ideas are foul. I wonder what the first victory will make some state after that. Well, it is time for me to try and decipher part of a financial model. It does not affect me, but overall, it influences the assigned value to me and that would be nice to know too. 

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The path not trodden

That is something that has been with me a lifetime. Even when I was little, being a passenger in a car, I always wondered where the exits led that we passed. Over time, as my knowledge of geography grew I knew where they led, but it was not that simple, although I never realised that at the time. So when I got accepted into Uni something started to stir and I got myself degrees in internet-working and legal studies with a master of Intellectual Property. That did not open the doors I hoped would open, yet it opened up doors inside of me. A much more rewarding part. I started to question almost everything and it led to over a dozen pieces of IP. UTS opened a doorway into how other people were thinking and that was utterly rewarding, because the exits I saw pass by were now in the open for me to explore and a dozen of IP pieces are now mine. Google never looked there, Amazon did not look there and wherever Microsoft is looking and not looking is not something anyone needs to be bothered about. Especially as some give us only 15 hours ago ‘Microsoft warns that October 2022 security updates can cause problems joining domains in Windows 11 and older’, I wonder if Microsoft can actually properly test security updates, they have become too big and the cracks are showing. In all this I found billions in revenue and to be honest, I do not trust a whole lot of wannabe tech firms. You see them on LinkedIn with fortune cookie wisdoms, getting their friends to like their post and liking the posts of friends hoping they gain traction. It is one of the reasons I handed the first part of my IP to the Kingdom of Saudi Arabia and if part 1 comes through they get a shot at the rest as well. As the large firms contract into the billions, I found additional billions as well as a few more options, because I explored the paths not trodden. Not only that, I found a few new sides that were ignored for longer than anyone would be happy about. When I started to meditate on these parts, my speculation (perhaps presumption) was that they either did not understood what they were looking at, or they didn’t fit it with their ‘marketing’ revenue. And that is the larger station. They are all trying to cash in on advertisements, and as they do that, they left billions on the floor. The certain telling of a limited field of view, like Microsoft. It is still a mystery why dopey googly Google would miss out and for that same reason Amazon, but there you have it, by looking where other race by, you tend to find the gemstones. The problems is which party could want and would pay for these gemstones. I am banking on the Kingdom of Saudi Arabia, the UAE is an option but too far from Sydney at present and there are too many unknowns there too. The fact that the tech firms in the US, UK and EU have the same failing implies that they are all connected and optionally a discriminating source to some, as such I went the other way and now that there is a real chance to take a slice of the marketshare that should have been Google and Amazon (or wannabe Microsoft too) is a larger concern. I did not forget about Apple or IBM, they have focussed areas and they focus on these places as any tech firm will. So they never faltered (not to that degree), and in all this when you start digging and you see how they are all in the same mindset you will see that they miss the same opportunities again and again, which is now amounting to billions. So when you see ‘Google reportedly spends $100 million on avatars to take on TikTok’, or ‘Google making disinformation profitable via ad business: Report’ you get a first view that they are all looking at each other, optionally coveting the piece of pie the other one has and I found a new pie that I would not need to share (well whomever buys my IP). And now we have a new ballgame. The IT representing hundreds of billions of value is ignoring the few percentages that I found and no one else is aware (for now), I actually wonder when they will wake up from their dog eats dog momentum to realise that the dogs fighting over the same bone left half a dozen bones still covered in meat alone. Me as the little chihuahua got those bones as they were seemingly too small, but at 2%-5%, these billions are a lot to a little Chihuahua like me and I am happy with the spoils that they bring, I reckon that Saudi Arabia will be equally pleased. They get to sit at the big tech table and the other players will wonder how that happened. It happened because they followed each other and they all ignored the few exits that made me wonder, they all thought it went nowhere, which tells you more about them than me. And after my first win, the other IP pieces will become interestingly easy to sell, but I am also loyal, as such Saudi Arabia gets to pick first. The others never wanted to show interest, now they do not have to. That is only fair, is it not?

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Two things

They are not connected, not in any way, but the first part is too short to make a blog by itself as such I connected the two in separate parts.

Zeus Awakens

I have been brooding on the entry for Zeus, there is no way he can be omitted from the story, it is in one part as he is father to Ares, he is the other grandfather and he will emerge. In part that as our main character is gaining strength, the main character is now becoming a larger concern to the big three. As such I had to add Zeus to some degree and the second season was a decent moment to introduce him. 

It was a nice summer day in France, Nice to be more exact (as it is a nice town). I was sitting on a balcony on the esplanade of Nice, looking at the sea a mere 122 metres to the south. I heard a woman’s voice in the back asking me if I wanted any tea. ‘Yes please Lucia’ I responded and a few minutes later she came with a pot of tea. I saw her shiver and I took a gaze at the thermometer to my left. It was odd, it was slowly going down from the 28 degrees it was a minute ago. In one minute it had cooled down to 19 degrees. Grab the cat I said, I started to close the windows inside, she came in with Charcoal who was clearly feeling the lack of warmth and we closed all the windows. I moved towards the gas heater and turned it on. I didn’t need it, but she would definitely need heat soon enough. I looked at a contraction in the cupboard. It had thermometers, barometers and they were all going nuts. Air pressure was down to 950 and the temperature had gone down to 9 degrees. I looked out and I saw people run for entries wherever they saw one. It was definitely a larger problem, but I had never seen anything like this. The clouds in the air were dissolving, the sky was deep blue and the thermometer was now at 6 degrees. The sea looked calm, the air was quiet and the thermometer kept on declining. Within a minute it was down to 1 degree and it seemed to stop there, in the two minutes that I looked outside, I saw people grab coats. I saw a shopkeeper hand sweaters to some women in bikini as well as to men wearing shorts and t-shirts. The cold was felt everywhere. I noticed that the cat was keeping his body against the heater, it as not used to the cold. Then Lucia screamed, I looked at her and she pointed to the room. A man with long silver hairs was standing there. He was wearing a Victorian suit and he looked at me. I had never seen him before. He raised his hand and sparks flew out of his fingers towards the glass table, he then vanished and the heat came back, I looked at Lucia in puzzlement. I smelled a distinct Ozone air and I looked outside. The heat was coming back and I turned the heater off. I looked outside and the sun was there, the heat came gushing in everywhere and within a minute the temperature was back to 20 degrees. I looked at the table. The glass was there and so was a text, in the glass ‘Ελάτε στην Ακρόπολη, πρέπει να μιλήσουμε’. I got that message loud and clear. So this was my grandfather? Time to learn more about the other branch of the family. I send a mental note to grandpa Hades. “Zeus summoned me, will update you later” I looked at Lucia “It seems I have to make a business trip”, she nodded. She did not understand what was going on, but I got the impression that she was eager to go into denial. “Break the table into small parts, keep the cat away and be careful. Get a new table please.” I walked into the bedroom and got a small bag and from the living room fruit bowl I got my keys, wallet and some small stuff. Time to see Athens again.

Time squandered, time wasted

That was the first thought I had when I saw the Guardian article ‘Profits at world’s seven biggest oil firms soar to almost £150bn this year’. It is not their fault. The article is not what I am commenting on, not really. We get (at https://www.theguardian.com/business/2022/oct/27/profits-at-worlds-seven-biggest-oil-firms-soar-to-almost-150bn-this-year-windfall-tax) “Mathew Lawrence, the director of Common Wealth, a think-tank, said Shell’s zero windfall tax bill for 2022 showed the levy introduced by Rishi Sunak when he was chancellor in May was “not fit for purpose” and needed significant change”, yes. That is how it starts and I am not saying that the comment is wrong, because that would require me to be an expert on taxation, and that is definitely not me. But consider that I wrote ‘Heating at what price?’ On December 3rd 2018, almost 4 years go (at https://lawlordtobe.com/2018/12/03/heating-at-what-price/).

I mentioned tax overhauls before that, years before than and now we see the impact of inaction and I get that Shell is not wavering, because tax laws were never properly overhauled and now there is a problem. So in 2018 I wrote “It is the first time in history that a Middle Eastern nation has the ability to put the US and EU to shame with their lack of technological progress. They claim to have it, yet Saudi Arabia is making a move towards ‘showing to have it‘, changing the game for both the US and Europe. This is where we see the difference. China and Russia see this as an opportunity, whilst Europe and the US are seeing it as an inconvenience” and now it is no longer an inconvenience, now it is an actual problem and the UK, EU and US are not ready. I warned of these dangers 4 years ago, but they all knew better. How do you feel? Did they know better? Did they know more are were they merely playing stationary, optionally licking stamps. And the opportunity that Russia sees and the opportunity that China sees are different. Russia is out of the equation, but China is now fulfilling what I saw 4 years ago and it will get worse. As China has more and stronger ties with Saudi Arabia they can get more oil and America? They can play indecisive politician, play the pariah game a little more. The UK has its tea grannies (CAAT) messing things up and Europe has little options from the start. All things I wrote about in 2018. And the UN is useless in this case (as I see it). Two things can be seen in very different things, in different ploys. In players and receivers. In actions and lack thereof. Two things almost half a dozen times over and I made clear mention of it in 2018. So as I prepare to sell my IP, I can now see that the timing is near perfect. The players will overreact and by the time they figure out what they could have done I will be retiring. In this it will be either Google versus Amazon, the Kingdom of Saudi Arabia versus all others. If one acts the other loses and it will be billions that they lose, if one accepts they will have billions in a direction they never considered before and as I see inaction upon inaction I am wondering if their inactions is why they never saw what they could have gotten. I know it I speculation, but when was the last time anyone left well over 5 billion a year on the floor? And it plays out in the same way that Shell and others are coaching their fortunes. The inactions of others is making them rich, I deeply hope that I get that same bonus, my retirement kinda depends on it. 

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