Tag Archives: LLM

June 20, 2024 · 18:02

Changing the game

There was a setting that was designed with the recently departed Google Stadia and the Amazon Luna in mind. I set the premise to 50 million systems in phase one and up to 200 million in phase two in mind. Alas Amazon wasn’t attracted to such a sales venue. Last night I pondered a few items and I occurred to me that the Apple Vision Pro was equally set to that premise. There is a limitation, they would have to be able to run Unreal Engine 5 environments. When that is possible the rest would auto fill in, the other parts would not need UE5. Take that and like it to the Apple Arcade and they would make Microsoft irrelevant within a year, optionally to years. It is the setting that will show the other players (like Kingdom Holding) that they lost out. When this setting goes to apple, they can define a new niche customer base. Apple Arcade matter because not everyone can afford the Vision Pro. Even if a cheaper version comes to market close to 75 million people would be left in the cold. And I reckon that Apple wants the entire cluster of people. The fact that you get an arcade setting that could be upgraded to Vision Pro almost sells itself. And my predictions were conservative. 200 million is a little over 10% of the entire cluster with Indonesia, Bangladesh and Egypt leading the way. Places were Apple have great growth potential. That and a largely untapped advertisement potential as well. In the end It is a market that will end Microsoft, it gaming and their edge population (the little they had in the first place). I have been going over the numbers in the first place and I can see no downfall here. 

Apple’s first task is to set the Vision Pro to deal with Unreal Engine 5, it is the cornerstone of success, or at least it will be. In the end Apple will have to open (or enhance) a data cloud in Saudi Arabia with later on added clusters in Indonesia and Egypt. But I reckon that when they pass 100 million added people it would be a trivial expenditure. And if they surpass the 10% group (which requires data insight that I cannot lay my fingers on) the entire setting will cost Microsoft and Facebook revenue that they currently think is ‘safe’. But they didn’t count on a wildcard and it was lost because they never looked behind them. Their was billions in revenue and it was left on the floor. I wonder if Apple ever considered that. Apple has no blame, their mission statement was based on their niche market. But technology and requirements changed. With Brics it changes even more. Now they have Tencent Technology to content with. Tencent might not have the Vision Pro, but my system was initially designed without it. The Vision Pro has as  see it a larger benefit, but it is a mere ‘nice to have’. You see, sales engineering has a three tiered awareness approach. It is set to ‘must tell everyone’, ‘nice to have’ and the rest. When you focus on the first line, most people tend to ignore the ‘nice to have’ but it is there that the setting gives people outside the designated clusters are found. So don’t set to the wealthy, just make sure that they see the upside, and Vision Pro would do that. It sets the premise of a solution from 5 billion in phase one up to 18 billion in phase two and that will not include advertisement money over a dozen countries. I reckon that this is more than I can imagine (because this has not been done before) and several parts were found be looking behind me, something the current captains of technology industry aren’t doing. They are all looking forward, to the mystical AI (which does not exist). I decided to look at what was forgotten and tinkered it into a new mould. This implies innovation patents and all that is outside of the AR and printable displays (see other stories on this blog). All that and more are a future stage for the implementor of this solution, which was exactly why I got to Kingdom holding. On the far end of that, there was the real estate upgrade I considered. In light of what I noticed around Dubai. A side not considered, because all these web solutions couldn’t think out of their pond. But water is here it is and as such they didn’t consider it and it is here were I saw a side that could elevate Tencent and Huawei to a larger profit margin, not just for Dubai, but a global solution that allow real estates on a global setting to elevate their business to unfold. Dubai makes it clear. Yet it will not stop there. As the song goes New York, London, Paris, Munich they will all see the benefit and after that all metropolitan areas will follow suit. So do you think I was kidding when I said that Google et al fumbled the ball here? They ignored billions in revenue and they are all chasing a false AI dream. In a few years they will realise that a hype is merely a path to awareness and not towards revenue. Revenue needs to be real and achievable. For that we get “fake and deeply flawed Artificial Intelligence (AI) is rampant”, a quote by Frederike Kaltheuner based on works of over 20 writers. You see what the people regard s AI is merely to sides if it. LLM (Large Language Models) and DML (Deeper Machine Learning), both powerful and both opening all kinds of doors, but it is not AI, or Real AI as they now call it. Like other awareness hypes created, it isn’t real and in the mean time I created the idea for something real that could the right party give up to 18 billion a year. So when did these parts hit you, does it make sense that Google and Amazon lay off around 35,000 jobs? I will let you decide on that. In the mean time I will place more IP online so that it can only continue as Freeware. The Public Domain will show the rest on what they all missed out on. It might give me some cash, it might not. But I Will get the last laugh. I will have kept it out of the hands of Microsoft.

Have a great Thursday.

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June 14, 2024 · 12:30

The teeth that bite

It is a phase we see, the teeth are the realisation that issues are catching up with the world. They knew already, but they decided to keep you all in the dark. For this we need to go to ‘Will China Replace the US As Saudi Arabia’s Main Ally?’ (at https://thediplomat.com/2024/06/will-china-replace-the-us-as-saudi-arabias-main-ally/) there we are given the setting that China is ‘optionally’ replacing the United States as the main ally of Saudi Arabia. You might wonder what this is about. You see, I predicted this happening on June 3rd 2023, a little over a year ago (at https://lawlordtobe.com/2023/06/03/would-you-believe-that/) in ‘Would you believe that?’ I even inferred that earlier, but that was more speculation then the application of Business Intelligence. A year ago, Now lets be clear, I am nowhere near as gifted in analyses as the people in The Diplomat are (or should be) so this is where I got to ‘they decided to keep you all in the dark’, the writing as on the wall and it will become worse. Even as the United Stated is no playing nice to the Middle Eastern nations (Saudi Arabia and the UAE mainly). Their need for cheap oil, their need to keep involved but it is too little too late. Saudi Arabia is catching on and China is there to take up the slack. Brics was an element, but a small one. China was already catering to the needs of Saudi Arabia. 

And that is also my new setting of sales. You see I created the IP that could give Saudi Arabia (or the Kingdom Holding, owned by Al Waleed bin Talal Al Saud) And it could give either 5 billion a year in phase one and continuing to 20 billion a year in a later stage. Billions deserted by Google and averted by Amazon and Tencent Technologies as well (Microsoft was not invited). It merely required them to open their eyes. And with this setting there is a clear showing of elements where these players are shown where they lost out. For the most they are all on the AI horse (which does not yet exist) and more importantly, as this IP matures, the moment LLM (Large Language Models) and Deeper Machine learnings grow up and interact, the setting will become even brighter. One pillar of this could cost Facebook a little over 10% in the beginning with around 20%-30% later on. All because the captains of industry were asleep at the wheel. 

And do they connect? Yes, when China wakes up to this revenue and they see that they can go after the treasure trove of Facebook, they will have a vindication of TikTok, more importantly, TikTok could become the main driver in the Middle East, which should partially hurt Google as well (an unintended side effect). Now that the ties between Saudi Arabia and Indonesia are strengthening, the game changes even more. When Bangladesh is reeled in the loss for America and Wall Street is nearly complete. Egypt is already on board, so 3 out of 4 are on the side of Saudi Arabia, all that because people are running after hypes and (more often then not) asleep at the wheel. 

Perhaps a little reminder is in order. Chasing hypes is the consequence of marketing, not sales. One is wishful, the other is an achievement. China seems to have it partially worked out, how far they have come is unknown to me, but the setting that the Diplomat needed to give credence to this stage implies that the controlling powers are now scared that the stage is taken away from them. I think it is already being taken away, but we need to see the news on that (if they even report on this). 

The stage is set to the discussion on China replacing the United States and the west, but the one part that they do not report on is the impact that this economically has. You see, this would push well over $135,000,000,000 from the US and EU towards China. It seems like it will be ‘regarded’ as small fry, but the lack of these funds will definitely hurt the EU and the US, should my IP have the larger impact than the stage changes even further. Consider the UK reporting on a loss of 4 billion, the EU on 65 billion and the US 66 billion loss, how much tighter will their belts end up being? In that same setting Beijing will get the extra revenue which will open door to second and third tier revenue. 

We can argue that I am not seeing this correctly and that would be fair. But I have been right for well over a year, the writing was on the walls on this one. And consider one little extra. I came up with the IP. Not Amazon and not Google, so when you realise that they were asleep how much revenue did they miss by chasing a non existing AI horse? And Apple? Not sure where they stand, they have been minding their own niche which is fair enough. Yet when we consider that they too left (for other reasons) billions in revenue. What learning should we take from that? I say learning because when you are focussed on a niche that is part of a market and you mind your store, you are not doing anything wrong. We need to also see this. But Amazon and Google should have picked up on this. They cannot hide that failure. Merely my point of view.

Have a great day.

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May 27, 2024 · 06:28

Absolute Insanity

This all started a few days ago and I had to mull a few things over. You see AI does not exist, no matter how strong the hype and the presentations are. Now we see also the term ‘spatial AI’, another joust towards hype and revenue grabbing (the easy way). There are a few issues with all this. You see machine learning and deeper machine learning are great, they are awesome. In addition the growth of Large language models (LLM) are adding to the mixture but here is the snafu (situation normal, all fucked up). It is all still in the hands of programmers and verifiers. The issue of human error comes into play.

So when we realise this The BBC Article (at https://www.bbc.com/news/articles/c977elr6veno) called ‘Airline to ‘better manage’ flights with AI use’ should get some investors worried. The start is seen with “The use of artificial intelligence (AI) at easyJet’s new control centre has allowed its operations teams to better manage flights, the airline said.” It reminds me of an old setting in the 90’s when someone produced a program called Goldmine. Don’t get me wrong it was a good program but it relied on standardisation. That means that exceptions aren’t dealt with. The programmers never anticipated the exception thy were given, so alternative fields were used and in AI the use of alternative solutions tend to be devastating on data models. So when we see “More than 250 staff work in the control centre, managing easyJet’s daily programme of about 2,000 flights.” We might see the initial problem. Last minute changes (pilot gets food poisoning) or perhaps the flight attendant got stuck in location X. It does not matter what the issues are, things will go pear shaped. And that is before they are confronted with the ‘oversight’ of the programmer. 

Now there is the recognition that a system like this can reduce stress on these 250 staff members, but it will need human verification and that is not what an AI system needs (if it existed). In the end I reckon that investors will see in 6-12 months that operating costs have exploded. I reckon that Johan Lundgren talks a good talk, and there are benefits to Deeper Machine Learning and it will help any corporation but the missing part in this are the programmers. You see these solutions aren’t AI, they required a programmer and that programmer makes mistakes. It might be simple, it might be complex and when that is found it tends to be in the most inconvenient way possible. 

Interesting that the BBC didn’t see this part. It would have been the first step I would take. Which firm was involved in this system? How many programmers? What previous assignments did they have? I reckon that the investors might have some questions on all this and I hope for Johan Lundgren that he has answers.

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August 16, 2023 · 18:03

Evolution is not merely the person

The setting started a few days ago, yet the new stage we are shown is merely hours old. Even as it seemingly started on August 12th with ‘Tapping an economy’ (at https://lawlordtobe.com/2023/08/12/tapping-an-economy/) the stage is getting redefined, almost as we speak. This is seen with ‘Saudi Arabia and UAE race to buy Nvidia chips to power AI ambitions’ (at https://www.afr.com/world/middle-east/saudi-arabia-and-uae-race-to-buy-nvidia-chips-to-power-ai-ambitions-20230815-p5dws6). I believe personally it is merely one of two sides. You see, we are given “Saudi Arabia and the United Arab Emirates are buying up thousands of the high-performance Nvidia chips crucial for building artificial intelligence software, joining a global AI arms race that is squeezing the supply of Silicon Valley’s hottest commodity.” But it is merely one side and this side is putting pressure on the US, it’s companies are running out of funs and their credit cards are reaching limits. These two players have the cash to run circles around dozens of nations and that is not the only place they are in an advantage. I will not go back to my IP (no mater how valid it is). The larger station is that these two players will need data centres and that is where EVROC (as discussed in the earlier article 4 days ago) has the ability to set up national data centres, a stage that takes American companies out of the loop. I am not anti-American, I am anti-stupid and the catering that data centres have given the US companies all whilst places like Cambridge Analytics opened up to is now starting to show. There is the added setting that nationally speaking these two players prefer to be set in, the stage is not merely based on national needs. I personally believe that they have a ‘non-American’ involvement mindset. And I reckon that evidence will be proven when EVROC is allowed these two new data centres as well. It puts the USA in a massively decreasing setting. Another (non-related) stage is added to this. Only a few hours ago Yahoo Finance (merely one source) is giving us (at https://finance.yahoo.com/news/dollar-being-dethroned-india-just-201500390.html) ‘India just bought 1M barrels of oil from the UAE using rupees instead of USD for the first time’, we can chalk this up to a whole set of reasons and if someone states that this will be the pro-forma setting of BRICS, I will not be able to support or oppose it. There is not enough data accessible to me. The larger stage is set that the US is being ignored for too man settings and that is merely in the last week. I do not care how many Pizza al Fungi’s Janet Yellen has consumed, or how magical that dinner was. The stage is that the US has become trivialised and a lot of it is by their own doing. So whilst some are staging to trivialise that India is not using the US dollar. The reality is that only 3 years ago that option would be ludicrous and here we see it play out. So is BRICS becoming more powerful, it the US becoming weaker and just how much gains will Saudi Arabia and the United Arab Emirates make in this year alone? EVROC is still a Swedish conundrum, but there are too many voices out there that are too anti-American voiced (which is not anti-stupid, my personal setting). I know I am seeing my own prophecies come to reality, but not in a way I envisioned. It could be that I never had the proper glasses to see it all, or it is because new elements are coming to bear and that second part is the larger stage I am now worried about. Not because of what the KSA and UAE are doing, but because of the US and its Trump and Karen setting, it is highly likely that it will drag the EU and Japan down with them. These latter two made the wrong calls a few times and now that the endgame (of the US) is starting to show, the back paddle actions of the EU (optionally towards China) might not be enough. I have no idea how this will play out for the Commonwealth. The stage of Canada with wildfires and 90% of the NWT being a goner looks more like a scene from ‘How it ends’ (2018) than reality, no matter how surreal both are. As such this stage will impact the rest of the Commonwealth. The UK is close to broke, and with Canada in the state it is in, the Commonwealth needs to find a safe place and footing and the US is less likely to be that place at present. It needs to find a solitary road to link to nations and that is the hard part. I have no idea what the safe route is, but I do feel certain that the US is no longer that part. I feel that finding a way to connect to the Middle East is presently safer than a link to China, but in reality I am speculating on what the safer route is. 

The setting we see now (the Nvidia AI chip) where we were given (at https://www.crn.com.au/news/ai-chips-could-save-future-data-centres-money-nvidia-599254)“Nvidia chief executive Jensen Huang has a mantra that he has uttered enough times that it almost became a joke during his SIGGRAPH 2023 keynote last week: “the more you buy, the more you save.”” Yet the setting is not merely ‘the more you save’ it is about to become who owns them and those who cannot afford them and now the KSA and UAE will have additional power positions. So consider “AI chips can save companies significant money on costs compared to traditional CPUs for what he views as the future: data centres, fuelled by demand for generative AI capabilities, relying on large language models (LLMs) to answer user queries and generate content for a wide range of applications” and a place like EVROC could set up two data centres all whilst these two nations provide the AI chips required, now we get an entirely new play and it will give these two nations the power to set a stage that excludes the US or their tech-firms. A stage none of them ever had before, as such do you still think I am boasting or creating non-sense? Too many sources had the elements available and the larger media ignored the puzzle pieces. So, is my puzzle correct? Not necessarily, but the pieces fit the image we have all seen before. This does not make the image correct, but it makes it decently likely and the more BS the American media spouts the less reliable it should be seen. This does not make China or the Middle East more reliable, but in the setting I currently see it makes the Middle East (KSA and UAE) a lot safer than the US has been the last few years and that counts, because that reinforces the image that Nvidia and EVROC are giving us, with optional speculations from yours truly (aka moi).

Your guess is as good as mine as to what comes next, but the larger fighting ring (a square setting) is about to show us who the contenders are and the amount of underdogs they face. Because no matter how much BS an underdogs brings to the table, in the ring it is what you can achieve and as I personally see it, the US, EU and Japan are starting to become the largest underdogs this century, which could be a stage pushed in by evolution.

Have fun today.

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