Tag Archives: LLM

Pure Speculation

That needs to be said right from the start. It is  massively speculative, but the mind of greed driven American is essentially easy, their actions can be predicted, no predictive model required. The American corporation LinkedIn had seemingly driven itself in a hard sell. You see, they need data and with this administration they are considering that the bully tactics are seemingly working. You see every Thursday there is a roundup of your data and they have given that allegedly a twist. Apparently all data was lost, wiped or whatever they tend to call it. I reckon that some person there is giving the people the “our faulty AI had a glitch”, but I know that AI does not exist, it is all Deeper Machine Learning with additional LLM combined into predictive modeling.

My speculative version is that they will come with some “We fixed it in out premium setting. You know the first month is free, no cost to you”, but there is a glitch, you need to enter credit card details and that is what they are allegedly after. Data is power and Credit card details give them a lot of verifiable data, non refutable data and Yanks are hungry for data, especially as Europe and the Commonwealth are closing data taps. As I see it, these American corporations are seeing the end of their lifecycle and their existence is the balance, as such they need more verifiable data.

So could I be wrong?
Definitely, but the wiping of your result data can (as I personally see it) only defined by two options and optionally both options. The first one is that LinkedIn has enabled ghosting for some corporations that are ready to pay a premium plus subscription. They look at a person and then they wipe that data of their visit, optionally wiping a little too much, because one entry is hard to hide, but wiping the entire batch of data one account had at least 6 visits in the last week, but the recall only shows one visit and when you look at “Top companies your searchers work at” you get zero results, so that is an option. With 1156 all appearances in the last 7 days (-76%) and 1 search appearance (0%) in the last 7 days , so its own systems are already breaking each other alibi in the process.

I am more for the second setting, They are hungry for financial data and whilst the service is free in the first month, the moment they have these details they can combine and match that data to supermarket data, to retail data and a footprint is created. A predictive model of where the people are headed to. That is financial power, enabling the have’s to the have not people. This is a term from Dutch Journalist Luc Sala who gave us that in the 90s. And now we see that enablement in a much larger proportion. 

So in all I could be wrong and you can decide for yourself. Consider if you re a LinkedIn user if your data was ‘accidentally’ wiped and you left it to the side because you have more important things to worry about. In the end, I have my suspicions but let it be known just of the bat. I have no evidence, merely indicators and it is all pure speculation. But in the trend of freedom of speech I can put it here. I also believe in accountability, so I am giving the clear speculation vibe, because anything else needs evidence and whilst I have some evidence, sit might not be enough to cut the mustard and that needs to be known as well.

So have a great day today and consider that your autumn (November – April) could be spend in WaterWorld (Abu Dhabi) they just got another Guinness World book record in their name, they now have 55 slides and 15 other stages in their park (like the Al Raha River and the Bandit Bomber roller coaster) to name but two. You could make your neighbours jealous by coming back towards Christmas with a nice tan, did I mention that the UAE is a zero tax nation, the best place for getting the gifts at a massive discount.

Until next time.

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Ehhh Eye Vee Vee

Yup that is the setting I found myself in, but I need to explain it via a small detour. This is not about that bubble, it is about something that will instigate that bubble and the businesses ad corporations that are in the setting that they are pushed into. As I see it, it benefits me, but about that later. So I saw a few articles pass by, the first one being (at https://www.abc.net.au/news/2026-06-30/ai-boom-big-tech-investment-drain-market-volatility/106857426) where we see ‘Are the wheels falling off the AI investment boom?’, the article is average, but there was one part that stopped me in my tracks. It started with “Huge amounts of investment, trillions of dollars, have been thrown at AI, initially into model development, then semiconductor and cloud computing and now into hard asset build-outs with data centres. They, in turn, require vast amounts of energy and water. And that’s where the newest set of problems begin.

While the race to develop the technology has been a sprint, little thought has been given to the problems and constraints associated with the rollout. Now, suddenly, the brakes are being applied.” With gives us the added “The tech giants funded the early stages of AI development with the vast amounts of cash they were throwing off their existing operations. The more they spent, the more investors loved them. But their vast capital requirements combined with rapidly rising costs have forced them to tap credit markets. Instead of spare cash, they’re now raising debt, which ramps up the risks dramatically. And it’s only likely to increase. Research firm Gartner estimates global AI spending will hit $US2.6 trillion this calendar year, while Goldman Sachs estimates a further $US7.3 trillion will be spent by the end of the decade, much of it on data centres. And that’s the problem, according to Swissquote’s Ipek Ozkardeskaya. “These huge investments are also draining big tech’s free cashflow, obliging companies to take on more debt and putting their valuations under pressure,” she says.” The one takeaway is “more debt and putting their valuations under pressure” so why the rest? Well it is a decent setting of the why things are given to us and that is not merely the stat, the start is in the second article that is related on very different grounds. You see, (at https://www.clinicaltrialvanguard.com/opinion/benchmark-scores-dont-break-clinical-reality-does-the-health-ai-readiness-illusion/) we are given ‘Benchmark Scores Don’t Break. Clinical Reality Does. The Health AI Readiness Illusion.’ They give us the missing part. It is seen in “The January 2024 draft guidance created accountability structures around change management and post-market surveillance. It did not create a standard for pre-deployment adversarial evaluation. The Nature Medicine paper, read alongside the Cisco adversarial benchmark data, is essentially the field publishing a gap analysis that the FDA has not yet written.” So we get the first stage is “more debt and putting their valuations under pressure” and now we add “a gap analysis that the FDA has not yet written”, so before you dismiss this, consider what I have written why I consider all AI Fake AI. The parts that we are seeing is “What has not been written (consider: seen) yet”. You see, I have been involved with technical support and customer care for over a decade, and at the centre of the failures we are about to see is the lack of Validation and Verification. So whist these young upstarts are saying “We’ll correct that on the flip side”, consider how many failures will make you dump the product you have for all time and seek an alternative? These three parts is what makes a product lose nearly all credibility. For me it spells great news. It might not be today (which would be great) but in the very near future, these people who dumped staff will realise that the knowledge of their corporations went out the window, so they will need to train a whole new generation and in technical support you are lucky to get one in three (some say one in five) that embrace the support side of things and now see where the “more debt” parts will make this change expensive beyond believe (for them) and whilst they are looking for a neat gap to hide in, these young upstarts (to give it a name) will figure out that they weren’t told the whole picture and that is where validation and verification will bite all those who ignored it. 

I think that House MD (Hugh Laurie) got close with “Everybody lies”, it isn’t completely correct in this case, it is “Everybody merely thinks in his own lane and disregards whatever is beside them” and that is where debts and their valuation will strangle them like a chain lacking length around their necks wielding a 45000 lbs anchor, Have you tried swimming with that? Believe me, it isn’t a pretty sight for the swimmer (for as long as that person can hold its breath). That part should be clear at this point. So consider all these corporations cutting staff to the bare minimum and continuing on this disastrous setting. This is why I foresaw Microsoft (having a massive amount of products) getting into a larger stage. They are cutting in their Gaming division and in April we were given “Microsoft will offer voluntary retirement to about 7% of workers. The company is also closing about 6,000 open roles” it isn’t that they are ‘humane’ by sending these 6,000 people (or a large chunk of this)  into voluntary retirement, it is that their knowledge was send home and their fake AI is dealing with validation and verification to a larger extend, now consider the copilot issues they have and someone stating that AI was doing their work for 30% (it was Satya Nadella) now consider that over the last few weeks we had all these issue brought to light. So how much credibility is that 30%? It is not 0%, because some parts can be decently done with Deeper Machine Learning (and optional Large Language Models) but when 10% is thrown out of the window and you are bleeding knowledge and your systems are buckling (for lack of a better term) what will be left of your $2,740,000,000,000 capitalization? I reckon that some adjustment is coming quite soon to Microsoft and they are not alone. All who steered this dangerous path will see this coming their way (whether you use copilot or not), so do not think you are safe with Anthropic, ChatGPT or Gemini. The centre piece in all this is Validation and Verification and too many used Reddit to get their numbers up (who checks less than 3% of all data), which implies that 97% is dangerously lacking creditation (is that even a word?). And I saw this coming a mile away. It was easier for me as I speak a multitude of languages and I got my job in 1992 over a misunderstanding. It was for SPSS (Statistical Package for the Social Sciences) they asked me what a Standard Deviation was and I (with some pride) states “It is the difference between true nor and magnetic North altering a few degrees eastward on an annual bases” It is, but that was not what the interviewer meant. Still I got points for original thinking. That is one of the validations missing in everything. Terms are all accepted globally whilst there is a localised exception, that is with the best of validations in place and it goes down from that. I gave an example That Eric Winter (the actor is a god) (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) on July 5th 2023. So how many played a role before they were born? Or when they were still a toddler? That is the verification setting we see slamming the hammer and miss the bell completely and that is Google who messed up. So when they do, what chances to non-data savvy companies have?

And that was all in English, so consider the issues that you have when languages are introduced. I (with giggles) point to a Knolleland (dutch: field of beats) towards the Swedish version where it can be seen as a fuck field (the 18+ version) and that are merely 2 versions. So in all this verification leading to validation is out the window. As I see it, for me with all these years in technical support and customer care will get a few offers in the near future (I can hope can’t I?)

As such I have made my case once again that at present all AI is fake AI and that is before you consider the issues that I illustration (the last time, at https://lawlordtobe.com/2026/06/01/the-new-short-is-coming/) in ‘The new short is coming’, so you wanna hedge your best on me being wrong on that bubble? It would be your money, so I don’t care hat you do, but I am keeping my retirement funds far away from that mess. So you all have a great day. I wish I was in Toronto, its dinner time there and with that the idea of a yummy pizza at Eataly is invading my mind now.

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The next stretch

In continuation of yesterday’s story, it is time to die you the next part. There is no news. As I personally see it, the news has become a much larger soapbox for big business and politicians. As such I can weave my own yarns and likely more entertaining. So where was I? I ended yesterday with 

The sensation was coming from the north north east, far beyond Ad Durar Street. He walked towards Yas Mall and decided to walk into IKEA. He walked into the restaurant and ordered the Salmon Teriyaki with Mango salsa, sparkling mineral water and a large coffee. He put 4 notes of 20 dirham in the hands of the lady and got some coins back. He needed and sat at a table by the window. There was not anything owe could do, but now he had a better feel of what was happening and the mall was not in the way of any interrupting feelings. He concentrated and viewed the people with his other sight. There was nothing out of the ordinary of anyone he could see, whatever this was, it would have a dark aura, optionally bordering on black. With every bite and sip he took, he was looking to the people in the back, even there, there was nothing to show him what was the cause. The weird thing what that he had not felt this feeling in over 15 centuries.  And this kind of power does not usually hide. It was more common in the 5th century when the Jinn were a lot more common than they are now. But they might be hiding in the folds of safety. Still. He had not felt this way for a long time and if there is a new player in town, he had to know. 

By the end of the meal, he had another blip, it felt like to was around Noya Luma. As such he decided to walk there. It took him around 45 minutes. He was taking his time to scan and see the people he did notice. It was more of a community, so the people were weary of him, they had not seen him before and after a while a person walked up to him and said “hal yumkinuk musaeadati min fadlika?” Apparently the man needed help. He nodded and followed him, his mind saw that there was no one to see and no cameras. The man wielded a knife and pointed it at him “Your money, now” He saw this coming a mile away and he smirked, the man pushed the knife towards his chest and he grabbed the hand holding the knife with his left hand, his right hand went around the neck of the man. His concentration told him that he was out of sight in every way. He felt the ring on his right hand. And he squeezed a little more and the next second the man was turning to ash, the power of his strength had evolved over the centuries, as such he was very blessed to turn this man to ash, even the bones dissolved, the calcium lost its coherence on the spot and he went away in a cloud of ash, the ash fell to the ground, but he knew that the smallest breeze and some water would be all that was needed to remove whatever evidence ever existed. He saw a few items, which he left where they were. The knife he would cast in some trashcan the first moment he found one. He continued on his route and when he arrived, he saw nothing of worthy, but he noticed a Starbuck sign and decided to sit down, have a sandwich and more coffee and feel the surroundings. 

When he got his coffee with a dynamite chicken sandwich and sat down, he could relax for now and feel what more could be coming his way. He was sitting for at least an hour when he felt the air change. It was what he expected, it seemed to be a jinn, but not a normal one. Darker and a lot more dangerous than he had ever seen. He saw none of the people that gave the vibe, but then he saw it, the aura was none existent, a weird setting, but it made sense now. It was not a Jinn at all, it was an afreet and not a normal one. He was seemingly a lot stronger than anything anyone in his larger family had ever faced. As such, he was not going to approach it now. He watched the man and saw the man was fitting in, not wanting to stand out. He liked that, because an afreet is normally full of chaos and destruction. This one was different, but he was not taking any chances. He then felt a larger different pulse, not anything he had ever felt, it felt Egyptian in origin, but he had no idea who it was, merely that it was massively old, older than he had ever felt. Optionally older than his grandfather, which was the weirdest of feelings. His grandfather was here before mankind was, so if it was older. What was it?

He binned his trash and walked back. Time to get back to the hotel, but the idea of getting food at that Rainforest cafe. The lamb mandi meal radiated with appeal and he was getting hungry. He was walking towards the Mall when he suddenly felt weird, his senses alerted him and he felt the afreet right behind him. No-one had approached him unfelt for centuries. He stopped and turned around. The man looked at him. Who are you? He asked. I go by the name Lavrinthi. And you? Let me introduce my self. I am Al-Malik al-Aswad, I am also known as the black king. I noticed you Olympian, but you are not really Olympian, are you? There is something different about you. Lavrinthi looked at the man. The other filing was not you, was it. Lavrinthi shook his head. I seems Egyptian, but I never felt anything like that before. The man nodded. I will let you leave now, the afreet turned around and walked away. Lavrinthi looked at the afreet walking of and went towards the Mall. Time for some diner and time to consider what he had experienced. He considered his options and decided to take another path. He decided to see if the afreet would approach him, or if he would keep his distance. After his meal he stopped at a coffee place and had another coffee. Time to get back to that Warner Brothers hotel, he was so looking forward to the breakfast they serve, but that will come after the night he has coming and it would be time to erect a very different kind of protection, because he had not experience anxiousness in many centuries and getting approached unseen was a really new experience for him.

What happens next? See another day, the next installment might come in the next few days.

Well this part is also for ADTV (or its parent Abu Dhabi Media). Perhaps they like it, perhaps not. I am getting my creative soul fed and that is good for me, a lot better than weeding out BS from optional BS, which is how I see a lot of the media exposure. And when the Financial times is giving us ‘Trump administration asks OpenAI to stagger release of new model to vet users’ as well as ‘Trump administration allows some access to Anthropic’s Mythos’, so whilst some people are considering that “Unease over Washington’s ad hoc regulatory approach remains.” And in all that time no one is considering that it opens up the European markets for DeepSeek and whether the next part is real ‘Microsoft Now Wants Users To Adopt Chinese DeepSeek AI After Failure Of Copilot’ (source: Channel News) is unknown, but that is opening a few Chinese walk ins into the west. The status? I have no idea, I honestly don’t. But some are saying that the race between China and the western AI markets are much harder to see and I get it, but what happens to that famous ‘Big Beautiful Stargate’? Consider that this is a $500 billion market being poured in a second or third placement and as I see it (and written about several times) set for a non-existing AI, or as I prefer to call it a fake AI. So we see a massive public-private AI infrastructure venture aiming to invest up to US$500 billion to build the world’s most powerful AI data centers and Europe and optionally the Commonwealth as well are setting up Chinese walls (a happy coincidence expression) against United States data centers. So, investing that much in data centers that are keeping track of a population of 349 members of the United States? I very much doubt that and I reckon that these centers will be avoided by China and several others as well. Did anyone consider what happened to the $500 billion? Just a questions to ask. 

Have a great day.

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On the lighter side

We all have that at times, the setting of a lighter side. You know the average romcom with sex, a little violence, the setting of blackmail and of course, some piece of software. The average day in the life of an fake AI. So I was ‘rudely’ awakened by news (at https://www.bbc.com/news/articles/cwyklykn5dwo) where we see ‘Anthropic accuses Chinese rival Alibaba of illicitly extracting AI capabilities’. So it made me laugh, b because this comes at the near start of a bubble heading straight for the HQ of Anthropic. Now let me show you what I was having in mind with all this and best I use graphics for that setting.

So we see the application on the left, the data on the right and in the middle we get the setting of that fake AI, you see it has DML and LLM, which I represented as a separate stage, but it could be one big thing, the coding is in the middle and there is interaction between the three like any application would have. So the middle part could be part of the application (it likely is), but for the clarity I wanted to show it like this. Because the picture fits better for the explanation. So the question becomes (the sound of dramatic horns in my mind)

US artificial intelligence (AI) giant Anthropic has accused Chinese e-commerce and technology firm Alibaba of “brazenly” and “illicitly” extracting its Claude AI model’s capabilities.” How is this possible? I am not saying that it cannot be true, because that requires evidence, but if we see these parts, how blazingly stupid is anthropic to let someone else have a go at this. Beside this, what EXACTLY is “extracting its Claude AI model’s capabilities”? You see, when you see the image, the capabilities are shown in the application and cannot proceed without data (or less likely so), so as we are in the bubble setting this so called move sounds like a joke and with the added “In a letter sent to two members of the US Congress, the San Francisco-based company said operators linked to Alibaba carried out almost 29 million exchanges with Claude using thousands of fraudulent accounts in what it called the largest extraction campaign of its kind.” It seems like there is a massive security lack in all this (that is, if there is a transgression stage). But the setting that we see with “operators linked to Alibaba carried out almost 29 million exchanges” so as I see it, in 2014 we had the Cambridge Analytica scandal, where Facebook got ‘relieved’ of a whole lot of data. Doesn’t anyone learn from that experience, as such we get a repetition of all this? But I hope the story is clear. How was this even possible? As I see it “According to Anthropic, the campaign was carried out through what are known as “distillation attacks”, which extracted answers from a stronger AI model to train a weaker one.” This is a debatable setting (not stating it cannot happen), but the image I ‘created’ shows that a distillation attack requires a lot of information that requires insider knowledge to be successful. 

As such, I am not saying that Alibaba and the 40 fighters for the Palestinian cause is innocent, but I have doubts on the entire setting. I personally see this as a Dutch SNS setting. Where the massive mortgage (the invested dollars in Anthropic) are written of by putting it into a bad bank and letting that bad bank collapse. As such you need to be aware that I could be wrong, it is based on expected behavior and speculative settings, so do not take my word on it, but consider that at present the BBC is spinning you a yarn by presenting the data from others. Just so you know.

So, this is how I got my 05:00 wake up call, thank you BBC. Now it is time to get some coffee and optionally have breakfast afterwards.

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Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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Out of the pink

Yup, that’s me, not out of the blue, so I had to think of another colour. Out of the Teal was too close to blue, so it defeated the purpose, then there was red, but it was too aggressive. So, out of the pink it became. My thoughts tend to be all over the place and I was thinking of the old Activision game Hacker. So, consider that it was based to what we thought it was thinkable in the 80’s (with only 38KB memory). This is not a setting we need to consider today, the average mobile has 10 times the memory we used to land on the moon, as such we have some degrees of freedom. The issue becomes when we consider a multitude of games like Hacker and Paradroid. Not to copy, but the settings there is one that can lead to all kinds of new IP and these games are lost and mostly forgotten. So consider that we have an AI setting (an Actual True AI) so we get that to play with, but the sinister setting is not that it is all it is cracked up to be, because the people were gone decades ago and now we get to resolve what there is. So in comes an unknown entity (largely unknown) and it can resolve the settings it sees with tech more advanced that we have seen over the coming century. So the game starts as an observation game, but the video links are giving us clues. From there, we get to the industrial stage. These systems can replicate, but they need fuel. So its first function is search for fuels it can use to replicate. At this the link to Paradroid comes into play. We get to ‘infest’ the visible droids we see and they can set us towards new areas. And from there we get to new places and see new things. I partially write bout this before (somewhere last year) and set it to an Earth-Mars setting, but with disclosure day upon us, we can take a much further aim to what we are looking for. More importantly, this could be a near infinite game. I don’t believe in infinite, but near infinite is a much nicer way to tell the audience, this is a game that could fuel you for a long time. So if the goal is conquest, we can always see the edge of what we can do and see, but if the goal is data, that setting becomes near limitless. Consider the ‘aliens’ in AI, if this is what we envision, what would be the edge of what they would see? 

There was something serene about that view by Steven Spielberg. I am still curious how Stanley Kubrick would have set that pace (because it was a little too sweet for his view on matters) but that is my interpretation of what I know of Stanley Kubrick and that gave me the setting on the creation of lore in the stores that this game could stage. You see, there is no real AI, but there is the setting of DML/LLM and lore can be spun around those two stages. You see, we can go about it again and again, but when you get a repetitive story, the fun dwindles down to a small trickle. So to counter that, we need to create a intelligence that uses the internet (in part) to set the stages for millions off gamers and hen we get a stage where we have the profile of dozens of writers (from Charles Dickens, Jane Austen, Charlotte Brontë, Edgar Allen Poe, George Eliot, Homer (not Simpson), Sophocles, Euripides, Aristophanes, Plato, Herodotus, Miguel de Cervantes, Harry Mulisch and it is not based on one writer, as we get elements of romance and intrigue intertwined the result is a mix of Jane Austen/Charlotte Brontë whilst the intrigue part is set to George Eliot/Herodotus and these aren’t mere settings, the intelligence is vast and diverse, as it needs to be, so the connections are towards a gaming mainframe that passes along the lore towards the stage of play. This would be a monumental undertaking and it is not a given that it is simple. But this level of diversity has never ever been achieved and that is where the larger benefit is. A stage where we see a multitiered Producer-Consumer Model that has s fas as I considered it never been achieved in gaming before, so this will take a level of understanding that is unique and could become the game changer and it makes sense as it is not merely a ‘single setting’ this could be the evolving door towards RPG lore creation. The writers are known, but the materials it creates are a diverse amount of layers that were never part of these writers. It becomes a whole new field of IP and even as AI doesn’t exist, DML and LLM do and they do all the heavy lifting. It could also diversify the engines that are currently in existence. So we see Steven Spielberg and Stanley Kubrick, but what happens when we replace the stage from Steven Spielberg and replace his settings with Graham Greene? What do you think that does to the lore of the story, when AI gets a distinct ‘The Third Man’ touch to the story? This is what we aim to go for, where we get to the story, what happens when the elements become interchangeable? Don’t think that I cam sup with this and it is simple. This might be the next stage in gaming and it becomes a much larger setting towards the exploitation of gaming lore. And exploitation is about right, because we might be harvesting writers style, but this setting ha never been done and that is the solemn goal of any designer, to be the one making a difference and as far as I can tell, this has never been tried or even succeeded before in gaming. But that is what makes the next idea exciting. Not merely because it is new, but because this approach towards dynamic lore has never been achieved and perhaps there was a reason for that in the past, but we have a lot more space than the CBM-64 about 64,000,000 times more and that is merely for the storyline to be created and when that works we can focus one the long term approach of making an actual never-ending story, the insert of the sacrificial Artax becomes optional. But that is my sick sense of humor and I am still privy of making Sir Hiss (Terry-Thomas) becoming the rope that saves Artax, but that is my sneaky sense of humor. 

So you all have a great day and consider the hints I have in this story, so where does this make waves? It’s up to you to see where this is possible.

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The new short is coming

Saw there articles today, which gives me the willies. The people are that dumb to believe this? But to give you the goods, lets strata the beginning. The first one was CNBC giving us (at https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html) where we see ‘Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round’ it is here that we are given “The newest round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, and almost triples Anthropic’s valuation from February, when it was worth $380 billion. The financing also includes $15 billion of previously committed investments, including $5 billion from Amazon, the company said. Anthropic’s biggest competitor OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round.” But these people need to give us the why, so we are given ““Claude is increasingly indispensable to our growing global community of customers, and we work tirelessly to make tools like Claude Code and Cowork more helpful, more powerful, and more adaptable to their needs,” Anthropic Chief Financial Officer Krishna Rao said in Thursday’s press release. “This funding will help us serve the historic demand we are experiencing, stay at the research frontier, and bring Claude to more of the places where work happens.” Anthropic’s latest round comes as the leading AI model makers prepare to go public.” So, after this introduction into this blatant presentation, it is time for TechTalk to give us (at https://www.techtimes.com/articles/317467/20260531/samsung-hbm4e-ships-first-record-756-profit-surge-triggers-analyst-upgrades-ai-memory-lead.htm) where we are headed off with ‘Samsung HBM4E Ships First: Record 756% Profit Surge Triggers Analyst Upgrades on AI Memory Lead’, so all this fake AI has been going around for some time and I reckon that there is a misrepresentation with the 756% profit surge. So if my feelings are right, we need to look at the story and it is here that we are given “Samsung Electronics began shipping the world’s first 12-layer high-bandwidth memory 4 Extended (HBM4E) samples to major global customers on Friday, May 29, 2026 — putting the South Korean chipmaker at least six months ahead of rivals SK Hynix and Micron in the race to supply next-generation AI accelerators, and triggering a wave of analyst upgrades that pushed Samsung’s market capitalization past 2,000 trillion won for the first time in history. The milestone arrived just three months after Samsung began mass-producing its predecessor chip, HBM4, and came on the same day Samsung shares surged 5.84% to close at 317,000 won.” And here my gut feeling is satisfied. So can anyone give me how a 756% profit surge validates a mere 5.84%? Something does not add up. It doesn’t matter that Samsung is bigger than this, a 756% profit surge should validate more than an almost 6% surge. Some people are playing with your senses. 

So before I get to the third article. A little lesson. It is not the lesson you like and it isn’t even the lesson you will appreciate, but here goes. All AI is fake. There I not exception to this no matter what dance mr Oldman gives on stage, his ChatGPT was surpassed by Gemini and Anthropic some time ago and there is no guarantee that this will go his way. Google Gemini (and I love Google) is just as bit as fake as the others. Then we get all the others, all fake. Why? The stage is that all these are driven by DML/LLM and they are strong and good engine, they just aren’t AI. AI requires a few more components, some are ready but still in their early stages (like Quantum computing) then there is the need for Shallow circuits and I only know that IBM has come far in this field and they are working on this 10 years ago, are they ready? I guess not, because the media would be full of that if it were, but the are advancing and then there is the Epsilon chip. We have seen the theory, we have seen the evidence (some have seen this), but it does not yet exist in a chip, not yet and I have no idea when that will happen. So then we get the Trinary operating system, that is the last part. I particle think that IBM and Oracle are quietly working on this, but that is a gut feeling, all these parts combined are still 15 years away (my speculative feel). Oh, and in none of this Microsoft turns up, because it might take longer then. So this is what I know through the settings of decades of IT work and a decade of writing. But it matters, because now we get MSN with Larry Fink giving us (at https://www.msn.com/en-us/money/savingandinvesting/larry-fink-says-pensions-will-help-fund-10t-ai-buildout/ss-AA24sE6Z?ocid=finance-verthp-feeds) that ‘Larry Fink says pensions will help fund $10T AI buildout’, so whilst all your retirements are set into this bubble, this fictive bubble, better be rare that this last story was “Curated by AI” a mere 20 hours ago. I reckon that no one at MSN wants to put his or her name under this setting. We are given “Fink estimates $10 trillion will be needed for AI infrastructure by 2036, with $7 trillion for data centers alone.” And in addition we are given “Index fund-heavy retirement accounts are increasingly concentrated in AI-focused tech giants leading the spending.” And it comes with the warning that “Experts warn that overexposure to one sector could threaten retirement security if AI growth stalls.” In short, we are being set up. As I see it, over exposure would lead to the end of our pensions when the bubble of fake AI comes calling and even this late, at 64 when you see your pensions being squandered by hot headed job chasers claiming AI is this, or is that and we do not see a clear ROI, you know somethings up. This feels like the movie the Big Short, a 2015 American biographical comedy drama film directed by Adam McKay from a screenplay by McKay and Charles Randolph. Based on the 2010 book by Michael Lewis, it depicts how the 2008 financial crisis was triggered by the United States housing bubble. This is how it went everyone comes with the setting ‘you have to be in it to win’ and they are all gambling like it is some Texas holder game whilst they all have a version of a beer hand (7-2 offsuit) and they want to continue their rounds of gambling, hoping that the other players will fold, but they are all in it to over their necks, so they are all desperate. This is how I see it and when you get the numbers, especially on proven ROI, you will see that filling this 10 trillion gap with pensions is folly. I intend to call my pension that AI investments are off limits. I would rather put it in ADNOC or IHC. Three stories that make my blood grow thick in fear, they are now pushing the safety boundaries for millions of people and I am worried that no one is speaking up, it is that kind of a day and still there are no options for me, so I am beyond caring. 

Try to have a great day and try to keep your pension safe.

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Out of the blue

So, I was attending a setting where I was dependent on customer support. I am being intentionally vague here, because the youthful young sprout side nothing wrong. She was just young (about my age millennia ago), but before you start judging her, and she did nothing wrong. I got to think “What if we had customer support settings on a DML level?” Consider this (overly exaggerated example) 

Tech help: Good morning, how can I assist you?
Customer: My house is on fire
Tech help: Please take a moment to assess how we can help, how can we assist?
Customer: It’s freakin hot, my house is on fire

As you might expect, this will not go anywhere useful soon. And you might think that this is an exaggeration, but when you are assisting a customer and he cannot get to his data, his life figuratively ends. So we need to get tech hardware to assist us. So what if we had a voice measuring setting? Not to interpret (even thought this might help too), a setting where the voice can be measured for stress levels. The technology exist, but consider that this might be overly expensive. How can this technology be made cheaper? Now consider a DML engine that parses the stress level and considers alternative responses so instead of “How can we asses you problem”, state “let us assist you too get your data to you”, but the system gives the tech help options, and the setting gives the 4-5 responses in colour. Red would be ‘Don’t do that’, but others might become options, Orange, Yellow and Green would be available. There will be moments when the Orange is the only one that makes sense, but Green would optionally be the best. And the learning setting that a DML/LLM support system has is that it can keep track of the answers and how it affected the customer. You see, I have been in tech support for decades and there are a few handles you can apply, but the scripted answer is never a great option (I never showed that to my bosses), they had too tender an ego to risk it. 

So when this system would be deployed, optionally with bells and whistles like zendesk, but most of these products are about recording data, not a setting that actively supports the Helpdesk to record and adjust scripts for aiding the tech support. And even if all these AI systems are fake AI, the data for customer service, customer care and technical support exists, there is plenty of it. So these systems are fake AI, but it is based on DML/LLM systems and they could bring a much larger change in this field. And as I see it, change will be required soon enough. The old guard of these systems are retiring and the new generation mostly lack experience. So why not let the DML/LLM system tweak the system? 

These were just a few settings I was looking at and at present I have no idea what there is, so I ned to look into this, because I might have developed an idea here, but perhaps so did someone else and I need to look into this to see what there is. So it is a little out of the blue, but I have been involved with customer care and technical support for decades, so I might has an idea or two to help this along. So, I need to mull over a few things and as I had nothing to offer DARPA (they are all in drone mode) I need to find a new hobby in the non-drone setting. Although destroying the Iranian railway systems are done based (as was my handle to destroy their refineries). And as DARPA is in delusional mode (as I personally see this) to get a drone carry twice the weight of the drone, is simply ridiculous. The Cessna 408 SkyCourier couldn’t do it, the ATR 72-600F couldn’t do it and the BAE 146-200QT couldn’t do this, and they have people in place who tried that for a life time, so why push the cogs of a civilian setting? I felt pretty proud that I as a non-expert in drones found a way to destroy Iranian railway lines and refineries. But I do believe that DARPA is taking this to a delusional stage. 

Still for now lets see what we can do to improve customer carer lives and reduce the stress they are confronted with. A much more rewarding result. Don’t you think so?

Have a great day.

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The thing about DML

Yes, as I said it several times DML is good, DML is strong and I would hazard a guess that with LLM it becomes a new world altogether. So, yesterday at Google I was given a challenge and I basically set up the the entire station in less than 15 minutes. But it was a group event and I was voted out and like a good geriatric boy I adhered to that setting. There was no regrets because Pradhan who won by one vote was pretty amazing. He programmed the entire setting in three hours and then we ran out of tokens and at Google subway tokens have no value, not even the New York tokens. He programmed it all in CLI and it was pretty stellar what he did. So here I am with my idea and I came to the conclusion that I could add a few settings and add it to my blog. So there are no bad feelings (he was pretty awesome programming it in CLI) and as we all adhered to the group setting, someone had to lose (that would be me) and my idea, which took a mere 15 minutes was ‘scrapped’ only to find some survivability in my own blog.

The setting was to create a setting making the Google earbuds more in any way possible. So here I was and in the first minute my mind when “Hold on, I could do…” and it was off to the races at that point. So I ‘created’ an App (attached at the end) where there are two settings. There are websites and news channels and they only thing it does is give the user an alert through their earbuds. So, I was thinking:

  • new content on my blog (which I all write myself)
  • Added content on Amazon, or added stock of a particular item on Amazon
  • Added messages on a specific website like a message 
  • Added content on IGN Board for a specific game

Then there are the news channels:

  • New materials on Arab News on ‘Egypt’
  • New materials on Al Jazeera on ‘Hajj 2026’
  • New materials on CNN on ‘Trump’
  • New materials on Reuters on ‘Jamie Dimon’

That last one was added as I saw a new apartment yesterday (which was outside of my price range) and the first thing you see when you get out of bed is ‘J.P. Morgan’ so there is that psychological slap in the face, but some might not think it is a bd idea, especially as the Sydney office is pretty nice to see.

And the DML/LLM setting is simple. It took less than an hour and the drag/drop stage is on page 5. It worked all nicely, a few kinks, but this is new terrain, so I am allowed to take my time. The app was more easily designed and I can to the conclusion that one tab needed to be added. You see the tab for Websites with 4 options, but I reckon that close to a dozen are needed. And the news channels the same, but I am still on the fence whether it should be one or two dozen options. The feed tab was missing at that time, so as each target sounds its primary/secondary or tertiary alert, you can decide to stop and see what happens, or you can do so at the next moment you sit down somewhere and as you don’t have to go seeking on the stages that you considered adding alerts, you go into the app and see the last alerts that the app gave shaded red for the primary alert, shaded yellow for the secondary alert and green for the tertiary. It comes from the stage where we have ‘essential to know’, ’need to know’ and ‘nice to know’ and as you click on that alert it takes you to the page that is linked to that. No seeking required and I thought that Google could freely hand that to its customers. Making the mission statement “to organize the world’s information and make it universally accessible and useful” a direct setting for all users of the Google Pixel whatever version and using the Google earbuds. I think I did rather well in less than an hour and now we see that the adaptation of a DML situation on the world stage (still not calling it AI) becomes the birth of a new app glorifying the equipment of that company with the Big Gee (a BeeGees reference). And as you see, I can make fun of myself as well (favourite subject)  but when you wonder why people are failing their AI it is said that “Artificial Intelligence (AI) failures are instances where AI systems produce biased, harmful, absurd, or catastrophic results due to data issues, incorrect training, or flawed logic. Recent real-world breakdowns highlight the need for continuous human oversight, data governance, and cautious deployment.” So, as I see it, I circumvented that part of failure and gave everyone a tool that could be useful for all who don’t want to surf their mobiles and this app gives the user that result whilst that person is listening to music and seemingly running for their lives to their next heart attack (aka jogging). So you all have a nice day and I will hopefully consider another solution in the next 900 minutes.

Till next time

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Right out of the left field

I had a mind blast a few hours ago and I don’t know what got me to this. Well I kinda do, but I was not giving it much thought. So as I was enjoying a few moments (a moment is an hour) on YouTube, I saw a video about the Epic Universe, which until President Trump decided to go the way of the Dodo, it was my ultimate intent to spend a vacation in Epic Universe, but as things are, there is no way I am going there in the next decade (optionally the rest of my life). Now my mind is set to the theme park world of Yas Island in Abu Dhabi. So as I saw the YouTube video I suddenly had an idea. This is not something I can do, but after all the idiocy settings of HR people relying on AI settings. It struck to me that these people could use a ‘simulator’ several settings from stores to amusement parks. 

So consider that HR is set to a skill level as it tends to be, but how do you hire? What triggers are you considering? That is the stage of the simulator. You are given a pool of people and the DML/LLM of that system creates the letters, the person goes through them and selects their top 5 or top 10. Then the interview and from there you get 2-3 that go through the final round. Just like your average job setting. So, as you go through the settings of HR, the simulator gives you a rank, but more importantly it shows HR what staff needs additional training. So this would be an actual simulator to improve the HR setting of a company. 

And believe me, I have seen my shares of flaky scammers (so, not HR), HR that flatly deny you, and those who seem to believe that a new starter requires 5-10 years of expertise. There are all kinds of HR and as I see it, when the AI bubble bursts, whomever will be unable to hire the right people, will go under in that AI bubble and they will not be heard of again. The setting is that the truth of the matter is that any firm will need the right people. Who that is tends to be up to HR, but how to get them seems to be unclear. As such my mind came up with the simulator setting. Based on a pool of people with DML/LLM letters so to get a mingle of types as the simulator expands into construction, retail, consultancy we will see a while range of options and there is no immediate release. To add the styles and settings will take time, but consider that the United States has approximately 36.2 million businesses and the European Union has approximately 33.5 million active enterprises across its business economy. That is a pool of almost 70 million potential customers, the retail sector is still a lot less, but it is a start and when the simulator gets the power it needs to get, the simulator gets the finance and attention to grow into something serious. So, it was just an idea and if a dedicated IT HR programmer is out there, this idea is for you. I am not getting involved in a work I have seemingly no clue about.

Anyway, that was the idea I had today, I reckon that it could use the setting of localization down the road, especially with over a billion people in India, but as I see it, the USA and EU are a decent first bet. Have a great day.

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