Tag Archives: Los Angeles

From Location to Innovation (loss)

It is a real estate dream, to talk about the location and therefor get a better price; we are all about getting a nice home, yet we look at places where we know it will sell for the 100%-200% of the price we paid for it, preferably within 5 years. Most of us looking for something oversized have at some point seen 924 Bel Air Road, Los Angeles, California. It is so over the top, so expensive that most billionaires might not even consider it. No matter how much of a technological, arts and lifestyle monument it is, complete with helipad. A house like that makes you a target of some sorts. There will always be envy, there will always be the next challenge and there will always be the next addition. To live in a house that has it all is for most you desire is unsettling. Weirdly enough it is within us, when we see this and we think ‘this is as good as it will ever get’, when we have that thought before we are 40 it becomes the limitation on us, it boggles our need of creativity. Now, for the most we need not worry, 99.99% of the population will never get near to 50% of that marker, but it is there, our minds creates this. So when a few articles passed my way, they started to add up and weirdly enough it is an opinion piece by John Naughton on June 16th that started it all. With ‘How Silicon Valley’s whiz-kids finally ran out of friends‘ (at https://www.theguardian.com/commentisfree/2019/jun/16/how-silicon-valley-whiz-kids-finally-ran-out-of-friends) it begins.

With: “Once upon a time, Silicon Valley was the jewel in the American crown, a magnet for high IQ – and predominately male – talent from all over the world. Palo Alto was the centre of what its more delusional inhabitants regarded as the Florence of Renaissance 2.0“, I was never there, but I was linked to some degree and I say early on how greed took over, how opportunity seekers would resort to Machiavelli and other means to get what they desire and they never cared how they got there, it was their ‘political game’. Then we see a truth as the quote “the commentator Alexis Madrigal identifies no fewer than 15 different groups preparing ambushes. They include angry conservatives and progressive politicians, disillusioned tech luminaries, competition lawyers, privacy advocates, European regulators, mainstream media, scholarly critics, other corporations (telecoms firms, for example, plus Oracle and other business-software companies, for example), consumer-protection organisations and, last but not least, Chinese internet companies. With enemies like these, the US tech companies are suddenly discovering that they really need some friends.” the reason is actually simple. these US tech companies were heading in a direction of maximisation through iteration, as the need for true innovation was lost (not that innovation that places like Apple claim to have), others caught on and the drive that Silicon valley once had was no longer there, it was stepwise progression whilst the marathon runners like Taiwan, Korea, Japan and China caught up. Microsoft wasted its console world through mere stupidity and a spreadsheet (and being dumb and short sighted). That is why none of them are allowed near my IP (with the optional exception of Google). As innovation becomes iteration the margins went down and it brought regulators, tax haven needs and other players like competition and IP attorneys into all of it (as fore mentioned) and suddenly the grape season was out, the harvest had diminished and what in whiskey terms is called ‘the angel’s share’ grew leaving little to the others. I believe that the writer nails it with: “And we are beginning to realise that the immense power that the valley’s uber-geeks have acquired is what Stanley Baldwin memorably nailed as “power without responsibility – the prerogative of the harlot throughout the ages”” but there a mistake is made, there are two kinds in that valley, the dreamers and the combined needs of the operators and facilitators, that second group is more important to watch mainly because it stopped the first group. the second group thought that by putting their stallion in a paddock, fenced in and limited to a smaller part it would be more effective, and having 5 fields will lead to 500% of the goal, but that was stupidity speaking. Wild horses, real stallions need to race, the strongest takes the lead and together as they burn the ground under their hooves they become more agile, stronger players and their race goes towards the dream that they had no envisioned yet. that is how the iPad came, that is how Smartphone came that is how Nano technology comes and through iteration the next tier is not merely slower, the dreamers forgot to dream, they needed to produce in larger amounts with less resources, less space and that is how they got overtaken by said Korea, Japan and China. The results are in front of us and now that India is catching up in more than one way the dream of more fortune becomes the nightmare of losing it all. So when the final wisdom comes: “And once they went public they did what corporations do: maximise shareholder value, come what may, avoid regulation and pay as little tax as possible. Just like tobacco companies and arms manufacturers“, there we have it, the larger system was ignore thought compartmentalisation and no one realised just how stupid they were. that is one of two more reasons why I do not trust my IP with 98% of the tech firms, they will not learn because the inner parts are all about profit and maximisation, and through that weakness billions in revenue are lost, because of the fake dream that iteration brings the same in twice the time but at only a part of the resources, the biggest flaw is setting a profit stage to a spreadsheet, innovation can never be gained through predictive analytics, because predictive analytics gives the continuation of a product, not the consequence of a new technology beheld by a dreamer, there will never be data to do that and that is how it was all lost.

Round two

And that is how we got to round two last Saturday as Ruha Benjamin (associate professor at Princeton University) and even as she starts with ‘We definitely can’t wait for Silicon Valley to become more diverse‘ (at https://www.theguardian.com/technology/2019/jun/29/ruha-benjamin-we-cant-wait-silicon-valley-become-more-diverse-prejudice-algorithms-data-new-jim-code), she gives a truth that I partially oppose (not the diversity), as it was always about the dreamers. Larry Ellison, Bill Gates, Steve Jobs, Steve Wozniak, Larry Page, Sergey Brin, and Mark Zuckerberg they were all dreamers to some degree. That world needs dreamers and facilitators that push dreams into the reality of innovation. The more diverse that world is, the more diverse the dream becomes and the greater the achievement could be. It is true innovation in its purest forms and whilst the CEO’s took the words of CFO’s and marketeers that reality was forgotten. Marketeers hope and drive hypes, they cannot dream on something that they cannot fathom, it is the most destructive vicious circle imaginable. So when I see: “She founded the Just Data Lab, which aims to bring together activists, technologists and artists to reassess how data can be used for justice. Her latest book, Race After Technology, looks at how the design of technology can be discriminatory” I see both hope and failure. the hope is that as diversity of ‘activists, technologists and artists‘ unites, we see new paths, the artist sees a path and draws it, the technologist can devise it the activist can oppose the path and scream for a meadow to walk on, that is how innovation came, quote literally, the Dutch a nation the size of New Jersey gave us: ‘Dutch Solar Bike Path SolaRoad Successful & Expanding‘ (which gave me another idea with a more metropolitan and rural opportunity approach), innovated roads by catching sunshine to power the evening lights, it is true innovation in action and an optional path to reduce the carbon footprint, whilst getting the surroundings powered. When we see first results: “with 3000 kWh generated, the solar panels were outperforming the 70 kWh annual per square meter expected threshold set in the lab. In its first year, the SolaRoad produced 9,800 kWh, roughly equivalent to the annual average consumption of three Dutch households“, we see a path towards innovation. There is no doubt that data can be used for justice, but in which direction? Yet I too adhere to idea’s, I am a different dreamer and even with a law and a technology degree (including a master) I have not dreamt in that direction, perhaps this is for another dreamer, the need to recognise it is essential, to find the right dreamer.

And this is not an attack on Ruha in any way, she gives a clear premise with “Many of these automated systems are trying to identify and predict risk. So we have to look at how risk was assessed historically – whether a bank would extend a loan to someone, or if a judge would give someone a certain sentence. The decisions of the past are the input for how we teach software to make those decisions in the future. If we live in a society where police profile black and Latino people that affects the police data on who is likely to be a criminal. So you’ll have these communities overrepresented in the data sets, which are then used to train algorithms to look for future crimes, or predict who’s seen to be higher risk and lower risk“, you see this is observation towards risk, a path we have seen clearly in the last two decades, yet the opposite is also there, but how to set its dimensionality? It becomes big data in observation towards opportunity, a path never walked because opportunity is one identified once it is walked, a system cannot predict the dream if it cannot comprehend the dream, or the dreamer. It is designing a computer that will design computers. It is the ability to design Skynet (I just had to go there), with the optional danger of our own end (see the collected works of Linda Hamilton and Arnold Schwarzenegger). It is always most likely to fail because Ruha forgot to include a philosopher to her team. The computer fails because we forgot about philosophia, the love of wisdom, and as we forgot about that we merely ended with really clever calculators and calculators are never about predicting the future, it is about limiting cost and maximising profit in any endeavour (more money, more reserves, more energy, more resources) and these margins never lead to wisdom or innovation because the dreamer was missing and dreamers do not constitute a positive influx in that engine, sales and marketing did away with that, they always will.

To illustrate this let me give you a personal side. In 1997 I send a mail to a sales executive. I had recently by accident found the Warner Brothers Angelfire partnership site. They had united and every person could freely sign up to get a Buffy Address, a Babylon 5 address, a Charmed address and so on. It was static, you got access to fan art, you got 20Mb web space and an email address. In those days (pre Gmail) it was actually really cool, but there was no way to reach out, So I suggested that we have something similar and allow the people to reach each other and we would be in the middle being able to market to all of them. The sales executive laughed in my face, stating that it would never have any business premise, it was a useless use of resources, it was not in ‘the mission statement‘. I dropped it knowing it was a lost opportunity. Now we have Facebook. My idea was nowhere near it, it was not advanced it was merely messaging and marketing, the direct impact of no vision, 4 years before Facebook shown in two colours, Black and White, I still have the email somewhere, 4 years before the launch of Social media, I tried to introduce a path towards it. I have no doubt that Facebook would have overtaken me, I did not dream that advanced, but at least I had the dream and it is also for that reason that my IP will never go into hands like the limited ones I had to work with.

A limiting amount of opposition (from to her) is seen in “Part of that has been spurred on by Facebook and Cambridge Analytica and the US election. More and more people are realising that this idea of big tech coming to save us, it’s really been dismantled. Part of it is shifting from a kind of paranoia around technology to what my activist colleagues like to say: from paranoia to power“, I believe that data is data, it is not wisdom and I also believe that data can aid in finding solutions, yet to do that you must drive a solution, you must devise a way where data is the inspirer towards innovation and software cannot directly lead towards it, you can dashboard it to see where the needs are, you can report on it where the shortages are and you can make a slice and dice app to let people get a scope of information to feed the dream, but you cannot directly feed the dreamer as you cannot predict in what direction his dream goes. You can merely hope to bring the spark that makes the dreamer dream in his or her direction and hope it leads to innovation and at that part the CEO, COO, CFO and CTO will have come crying half a dozen times to stop the squandering of resources. She does address my view correctly when she gives us: “More diversity in Silicon Valley is important, but won’t automatically address algorithmic bias. Unless all those diverse people are empowered to challenge discriminatory design processes, diversity is a ruse” and she is correct and perhaps she also answers her own question.

In all this we forgot one group, we forgot about the children, we need to be able to look at data like a child and learn to randomly look at answers to questions that we aren’t even asking, it is the initial option of a spark (not a given) that leads to the insight we get with: ‘What If?‘, the need to embrace the obvious, not ignoring it, all this in data is required to get insights leading to wisdom, the question becomes how can this be addressed and form my personal point of view is to teach people about data as early as possible, not in a light of statistics, but in a light to something I got in the early 70’s, looking at the question ‘What is the chance something happens?‘, a simple ‘kans tol‘ (Chance spinner) which would give the younger watcher an indication on chance and statistics. When we add that to the equation what happens when creativity takes over and they start looking at what they can find, or even better, what they cannot find. The younger mind is more eager to find, and equally find missing. It is that part that we are missing out of and it matters, because it is the first step in learning the question that we are not phrasing, optionally overlooking the obvious.

Part Three (Final)

Finally we get to part three with ‘Why San Francisco techies hate the city they transformed‘ (at https://www.theguardian.com/cities/2019/jul/01/san-francisco-big-tech-workers-industry). And we see part of the drive with “Even Marc Benioff, CEO of Salesforce and a San Francisco native who has long urged comity between the techies and the city, has taken to calling his hometown a “train wreck”“, we can only conclude that now that he bought Tableau it will get worse for him. Even as it is not about him, but the failing infrastructure with “one-bedroom apartment reached an all-time high of $3,700 a month“, which is more than twice the price for a real decent two bedroom apartment in Chicago, we see the impact, but not what is around all of them, yet it is not new, London has similar issues. As the people who can afford to live somewhere, we see that greed takes over turning the city into a carcass because it lacks a sustainable infrastructure. As people cannot afford to live near where they work, infrastructure becomes an increasing problem and as cities cater to large investors, they forgot that affordable living is essential; they merely pushed that issue forward and forward again and again. We see he escalation even further when we consider the quote: “San Francisco has become more of a satellite campus, with South Bay stalwarts including Apple, Facebook, Google and LinkedIn competing for office space in the city proper. They’ve joined the San Francisco-native companies Twitter, Uber, and Airbnb in the cramped confines of a city of just 49 square miles, surrounded by water on three sides” instead of diversifying and clustering over a much larger area, they all moved together, and as such thousands of employees need to live where they work and now prices are through the roof, it also impacts the bottom line, so as others decided to keep their stomping grounds in Columbus Ohio and as we see those in Madison Wisconsin, we see that the bottom line changes, yet they too push for space in San Francisco, so what was once the United States of America is not the Marketing needs of California. the sad part is that these people are all separated and isolated form one another through intellectual property, and as I am happy to make fun of Zendesk and their need to “file oppositions at the United States Patent and Trademark Office to 49 trademarks including the word “zen”“, all whilst we know that “Zen is a school of Mahayana Buddhism” that is reported and registered as something that is 1200 years old, so to see that there are at present well over 724 active trademarks which include the word “Zen” we see the replacement from inner peace to turf wars and it links to all of it, these people all think and associate alike, and as we have seen, it leads to iteration not innovation. And there we see the hoax in the serious setting. As we are introduced to: ““I feel like San Francisco is between Seattle and New York, but rather than the best of both, it’s the worst of both,” said Beth, a 24-year-old product manager who asked not to be identified by her real name. Beth moved to the city directly after graduating from Stanford to work at a major tech company, but recently transferred to Seattle. “Everyone I met was only interested in their jobs, and their jobs weren’t very interesting,” she said of her time in San Francisco. “I get it, you’re a developer for Uber, I’ve met a million of you.”” When you cluster together you create new bias and new limitations that merely stop you from dreaming. When you are in San Francisco, North of SF International Airport, you are now mostly all the same, think the same, work the same and you are all separated on three sides by water, and a failed infrastructure, you have no way to go. There we see the benefit that the two other locations have, space created opportunity and the chance to dream, a path to innovation, and I fear that things will turn from bad to worse for San Francisco. As greed pushed out the infrastructure, it removed diversity, it is not merely the diversity that pushes us to lows, the fact that some ideas came from watching someone do something else, the ability to see their interaction with the environment that allowed for new thoughts and that cubicles took that away, even if it is not called open space, it merely made the entire open space a cubicle. So whilst these people ‘enjoy’ their 55Km bus ride to Mountain view, we see that the same distance gets us to Santa Cruz and Monterey Bay, all with opportunity and other considerations and it is the ‘other considerations’ that are the treasure trove in this, because it changes the mindset of people, considerations lead to opportunity, opportunity is the foundation of innovation, it always has been, whether the innovation is accepted or rejected does not matter, it is the one that does go through that becomes the innovation that fills a corporate coffer, iteration merely lets it go on a little longer. Diversity shows that as others embrace an idea it can truly be improved on and create a new innovation, not a new iteration, but that only happens when the accepting diversity is large enough, and that is when we get the one quote that shows the disaster. With: ““It was really hard to stomach the indifference that I witnessed from folks who’d been living in San Francisco for a while, simply stepping over the slumped bodies of people who lived outside or just cold ignoring people asking for money,” said Jessica Jin, who moved to San Francisco from Austin, Texas, to work for a tech startup, of her first impressions of the city. “I wondered how long it would take me to also become numb to it all.”” we need to see that this is the largest danger. It is not that Jessica Jin moved to SF, it is ‘how long it would take me to also become numb to it all‘, that will be the moment that her dreaming to innovation ends, when we become numb, we merely create a shell to ignore what is around us and that is the first thing to thump innovation into silence, as I see it that has always been the first hurdle to lose innovation and soon thereafter they lose the ability towards iteration as well.

It is the larger issue to a much larger problem that we never properly defined, how did we lose the ability to properly dream a path to innovation, it is what drowns the creative mind and soon thereafter we get exactly what the CEO’s and CFO’s wanted, result driven worker bees, but that is what killed their company, the dream is lost and so is creation of innovation attached to it.

It is about location, location, location, but not in the way you thought it was. It was about the space to truly dream, too bad these hundreds of board members all forgot that one simple lesson, all whilst it was in front of them all along, most of them got into the board of directors using that path in the first place, how quaint!

 

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Facebook Folly and 5G

There was an article in the Guardian last Thursday. I had initially ignored it for all the usual reasons, yet when I sat down this morning, there was something that made me take another look and the article is actually a lot more important than most people would think. The article (at https://www.theguardian.com/technology/2019/jan/31/apple-facebook-campus-permissions-revoked-teens-access-data-iphone-app) named ‘Apple leaves Facebook offices in disarray after revoking app permissions‘ shows a different side that goes a lot further than merely Facebook. We see this with: “We designed our Enterprise Developer Program solely for the internal distribution of apps within an organisation. Facebook has been using their membership to distribute a data-collecting app to consumers, which is a clear breach of their agreement with Apple”, this statement alone shows the failing of their legal department, as well as their senior board that works under the strict sense of assumptions. We see this not merely with ‘Facebook had allegedly exploited a loophole in Apple’s approval system to bypass rules that banned the harvesting of data about what apps are installed on a user’s phone.‘ We see another level when we reconsider “Facebook Research, an app the company paid users as young as 13 to install that routed their iPhone traffic through the company’s own servers“. This is not merely about hijacking data; it is about the fact that both the IOS and Android paths are a little too transparent. Academically speaking it would be possible for Apple to distribute a similar app guiding Android people to the IOS data path.

The fact that we now see that others are affected through: “According to an internal memo, obtained by Business Insider, apps including Ride, which lets employees take shuttles between buildings on the company’s sprawling campus, and Mobile Home, an employee information portal, were down“. And it is not merely the Guardian, the Apple Insider gives us: “A report from December claimed Facebook had made special data sharing arrangements with other tech companies, enabling Facebook to collect more data on its users generated on Apple devices, without either Apple or the users’ permission or knowledge.” This now gives the setting that Facebook is getting desperate, when any company needs to rely on Data snooping to keep their momentum up that is the moment we see that any tower, data based or not will fall over.

Part of that came from an article last December giving us: “A damning report on Tuesday provides further details on Facebook’s shady data sharing practices, already under intense scrutiny for the Cambridge Analytica fiasco, suggesting the social media giant enabled Apple devices to surreptitiously collect information about users without their — or apparently Apple’s — knowledge” and the nightmare scenario is not merely that Facebook is gathering data, it is the ‘data sharing‘ part and more important, who it is shared with. This has over the last two months changed my position from waiting what is actually afoot into investigation into actively prosecute Facebook for their actions.

I am certain that the prosecution goes nowhere, mainly because the legal departments allowed for the loopholes to get into position in the first place. It enables the train of thought on how involved Apple was in all that. That train of thought continues when we revisit the Apple Insider quote: “It was revealed yesterday Facebook paid users $20 to sideload a VPN onto their devices, allowing the social network to monitor what participants aged 17 to 35 did online. Claimed to be a “social media research study,” the Facebook Research iOS app took advantage of Apple’s Enterprise Developer Certificates to allow the apps to be distributed separately from the main App Store, as well as effectively providing root access to a user’s device.” In all this the legal teams did not consider the usage and installation of linked VPN applications? Is that not weird?

Bloomberg is trying to water down the event with “Facebook seems clearly to have earned its latest privacy black eye, but it’s important not to overstate what’s going on here. This is essentially a contract dispute“, is it? It seems that the users are victims of deceptive conduct; it seems to me that root access clearly implies that all data and content of the mobile device was made available to Facebook, was that ever clearly communicated to the users installing that?

It is my sincere belief that this was never ever done. So as Bloomberg in trying to add more water to the wine with “Apple’s concern about it’s “users and their data” might well be sincere, but this particular dispute isn’t about the fact that Facebook collected user data; it’s about the way that Facebook collected user data.” Here we see more than merely deceptive conduct, or to use the quote: “I’m not suggesting that what Facebook has done isn’t serious. But neither is it the end of user privacy as we know it“. You see, when you had over root access it means that you had over everything and at that point you have revoked your own right to privacy. And at the top of the watering down of wine, making it impossible to distinguish between the taste of either we see: “But users seemed to know what they were getting into — and were also paid for the privilege“, likely to be Bloomberg foulest statement of the day. Not only do they knowingly hide behind ‘seemingly’ they know for certain that no one will ever knowingly and willingly hand over root access to an unknown third party. It also tends to introduce security flaws to any phone it was installed to, when exactly were the users informed of that part?

So whilst we get another version of: “Twenty dollars per month might not sound like a lot to, say, the typical Bloomberg reader. So imagine Facebook instead had promised one free local Uber ride per month” you all seemingly forget about the international community, who like all others will never get to cash in on those events, or paid responses or alleged dollars for donuts deals. That becomes for the most direct profit for Facebook, access without a fee, how many of those people were part of that event?

Cnet phrases it a lot better with: “I think it’s highly unlikely that the vast majority of the people who went through this whole process really knew the kind of power they were giving Facebook when they clicked OK to install this (app),“, which we see (at https://www.cnet.com/news/facebook-shuts-down-ios-research-app-it-used-to-access-user-data/) by Bennett Cyphers, a staff technologist for the Electronic Frontier Foundation.

And that is not the only part, not when we enlarge the circle. Two days ago, my predictions become fact after the Sydney Morning Herald gives us: ‘Optus concedes 5G service without best technology after Huawei ban‘, which is awesome, as the IP I came up with does not affect either and allows for Global Huawei (or Google) continued growth. So as we are treated to: “”From a pure technology perspective, Huawei is probably ahead of the other three “Mr Lew said after Optus unveiled plans for a $70-a-month unlimited service with guaranteed minimum speeds of 50Mbps. “But what we’ve got from the other suppliers will enable us to provide a globally competitive service.”” This is actually a lot more important than you think, when mobile app users seek the fastest solution, the more bang per gigabyte, the Huawei solution was essential in all this. So as Optus chief executive Allen Lew now concedes that those not using Huawei technology will be second best in the game at best, my solution will set a new level of e-commerce and information on a global scale and all I asked for was $25M upfront and 10% of the patents, the rest was for Google (or Huawei). It is a great deal for them and a really nice deal for me to, a win-win-win, because the consumer and SMB communities will equally profit. I merely circumvented paths that were not strictly legally required; merely a second tier to equal the first tier and when the speed map drives us forward, the players using second rate materials will end up losing customers like nothing they have ever seen. It’s good to use political short sighted policies against them. So whilst the world is listening on how Apple and Facebook values are affected, no one is properly looking on how Huawei and Google have a much clearer playing field on how 5G can be innovated for the consumers and small businesses. It will be on them to restart economies and they will. They are moving from ‘Wherever the consumer is‘ to ‘Whenever the consumer wants it‘, the systems are there and ready to be switched on, which will be disastrous for many wannabe 5G players. I am giving a speculative part now. I predict that Huawei holding players will be able to gain speed over all others by 0.01% a day when they go life. This implies that within 6 months after going life they can facilitate 2% better than the others and within a year is double that. These are numbers that matter, because that means that the businesses depending on speed will vacate to the better provider a hell of a lot faster than with other players. This effect will be seen especially in the Middle East and Europe. And before you start screaming ‘Huawei’ and ‘security threat’ consider that the entire Facebook mess was happening under the noses of that so called cyber aware place America. It happened under their noses and they were seemingly unaware (for the longest of time), so as security threats go, they are more clueless than most others at present. It boils down to the boy howling Huawei, whilst his sheep are getting eaten by fellow shepherds, that is what is at stake and it shows just how delusional the Huawei accusations have been form many nations. How many of them were aware of the Facebook data syphoning actions?

This gives us the final part where we see the growth of Huawei as we see ‘Saudi-based Telco opens joint ICT Academy with Huawei‘, you might not find it distinct and that is fine, yet this is the same path Cisco took a decade ago to grow the size it has now and it was an excellent example for Huawei to adopt. The middle East is the global 5G growth center and with Qatar 2022 introducing maximised 5G events, we will see that Huawei took the better path, feel free to disagree and rely on AT&T and their 5G Evolution, yet when you learn the hard way that it is merely 4G LTE and now that we also see that ‘Verizon likely halting its ‘5G Home’ service roll-out after test cities, waiting for 5G hardware to actually exist‘, we see the events come into play as I have said it would, America is lagging and it is now likely to lag between 12 and 18 months at the very least, so whilst the world is starting their 5G solutions, America gets to watch from the sidelines, how sad it all is, but then they could still intervene into the Facebook events. They are not likely to do so as they do not see that as a ‘security threat‘. So as we are given: “As reported by VentureBeat, Verizon has detailed that it won’t have true 5G hardware for its 5G Home service ready until later this year. That means expansion to more markets beyond Indianapolis, Los Angeles, Sacramento, and Houston won’t be likely until the second half of 2019“, how many people have figured out that ‘expansion to more markets beyond Indianapolis, Los Angeles, Sacramento, and Houston‘ implies the largest part of the USA and they are not up for anything before 2020 (and that is me being optimistic).

It is he direct impact of a stupid policy, which in the end was not policy at all, it was merely stupid and we all get to witness the impact and the carefully phrased political denials linked to all that; funny how evidence can be used to sink a politician.

This reminds me of my blog of August 2018 (at https://lawlordtobe.com/2018/08/23/liberalism-overboard/) where I opened the premise of “the topic would be ‘How to assassinate a politician‘“, I should sell it to Alibaba Pictures or Netflix, it could be my Oscar moment (and cash in the wallet). So, it is true, political folly is good for the wallet, who would have thunk it?

 

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A train without rails

We have seen the actions in America, the actions by Americans and the Guardian treated us last Thursday to: ‘China accuses US of suppressing its high-tech companies‘. When we consider the actions against Huawei, that would certainly make sense, yet is it true? If we consider: “China has accused the US of trying to suppress its tech companies, as US prosecutors reportedly investigate allegations that Huawei stole trade secrets from US businesses. Adding to pressure on the Chinese telecoms firm, US lawmakers have proposed a ban on selling US chips or components to the company.” We could optionally accept the given, yet where is the evidence? Huawei has been more advanced on several sides in both 4G and 5G for well over 3 years. In opposition we need to entertain: “The Chinese state-run Global Times called the latest pressure on Huawei a form of “technological McCarthyism” aimed at politicising and blocking Chinese businesses.” I personally feel that the Chinese Global Times has a case, yet why is this?

We can from the initial fact that America became fat, lazy, iterative and non-innovative and they are broke, any combination of two or more of the previous markers apply. In support of all this there is 5G Evolution (AT&T), in addition the entire US government shutdown mess will impact 5G rollout and there are some indication that most 5G will be delayed, or not be finalised until one quarter later at present. This indicates that if the US shutdown is not resolved within 55 days, there are a few indicators that give us the reality that 5G in America will not be up to scrap until 2020, that is one huge defeat for the America’s with or without the Corona wall in Southern Texas.

As we see the impact of technology, we see that there is an economic barrier stronger and higher than any immigrant wall and it is around everyone who wants 5G. So in all this Huawei already has a huge advantage, they have several additional options to play in Europe and they can give a direct light to Europe as well as the Middle East steaming on full throttle on 5G, whilst the US would not be ready to even implement basic 5G in several places. Even outside the infrastructure of the UK, Huawei could still be the largest player in the UK; time will tell how that goes.

This does not mean that the allegation “According to the Wall Street Journal, which cited anonymous sources, the US Department of Justice (DoJ) is in the advanced stages of a criminal inquiry that could result in an indictment of Huawei. The newspaper said the DoJ was looking into allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones. Huawei and the DoJ declined to comment directly on the report” should not be treated seriously, but there is still the stage where ‘allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones‘ needs to be tested on evidence, and until that part has been sufficiently satisfied, the entire allegations mess, is merely a mess. In opposition, the Guardian also gave us: “Huawei and T-Mobile settled their disputes in 2017 following a US jury verdict finding neither damage, unjust enrichment nor willful and malicious conduct by Huawei in T-Mobile’s trade secret claim“, if that is true then why is it part of the allegation in the first place? It is optionally that short sighted act that leaves us with more and more diminished consideration on acts by America, that do show clear signs of a McCarthy enterprise of unqualified allegations. We need to consider that America is playing a dangerous game. It is important that ‘consider’ is the operative word, mainly because of the connected: ‘only months ago, Canada and China were eagerly discussing the prospects of a free trade deal‘. You see from my point of view, this looks more and more like America is poisoning the well, there could be another side, but the allegations are not properly documented (and have not been so for the longest of times) and as such, in light of all the lost credibility that America has, the entire mess is less and less a Chinese issue and more an American issue. Of course, that could change overnight when we see a proper documentation of evidence and proper allegations, based on verifiable data, which until the trial is not really realistic and we get that, we do. Yet the entire McCarthian mess is too overly visible to give a well balanced view, it does not bode well for America until that is changed. That part is important, because the current administration never made any secrets of the approach towards ‘get more manufacturing on US soil‘. That is the Republican agenda and that is their rights, yet when you do that to a technological field where he US now has fallen behind to a much larger degree (the AT&T part is evidence of that), there will be repercussions of such a change. the fact that when we realise that there was an issue last month that there are still no FCC rules to remote 5G router rules, that implies that the administration has a much larger backdrop than we considered they had. It is in that light that we should also hold the views of Senator Chris Van Hollen to scrutiny. When we are treated to: “Huawei and ZTE are two sides of the same coin. Both companies have repeatedly violated US laws, represent a significant risk to American national security interests and need to be held accountable“. you see, when we consider the statement where ‘a significant risk to American national security interests‘ is nothing more than the fact that these two players are Chinese and not American, that part is satisfied to American National Security considerations, but overall that is not holding water to the reality of technology, the debate changes. In addition, we see no actual list that addresses ‘Both companies have repeatedly violated US laws‘. You see, if laws were actually violated than we should see arrests, are we seeing any actual arrests apart from the fact that one person is under house arrest optionally merely due to the fact that there is a link with Iran? So, in that light, how many Americans linked to the EU Nuclear deal are currently under arrest (and being investigated)? Perhaps people on Capitol Hill could explain all the actions going on against Ellie Geranmayeh? Likely there are no actions at all, so in all that how high does Huawei rate in all that and is the attempted arrest not a clear statement of discrimination against China? Let a White House West Wing senior associate please explain to me when and how such actions ever worked out positively for any administration? I cannot think of any example.

It is about to get a lot worse, especially in California. You might not think that the issue regarding The Pacific Gas and Electric Company is not linked here but it is. You see, when you consider that Forbes gave us: “PG&E will likely file for bankruptcy in the next two weeks. The utility announced on Monday that they are indeed exploring filing for bankruptcy protection (after much speculation), and their stock quickly tumbled by over 50%. While in the best of cases bankruptcy should be providing protection for as many parties possible, in this case it unfortunately may have the worst impact on the most vulnerable — fire survivors, workers, and in general the 16 million people PG&E serves“. We need to see the connection that could have been there. Any government linked progress on 5G could have been a way to keep PG&E afloat. Not because they need to, but as the infrastructures support one another, the utility could have connected in more than one way, giving an additional service gaining a 15%-25% overhead coverage on the exact same dime, not merely lowering risk, there could have been a protection for the workers and in addition create an additional workforce giving a dent in unemployment numbers lowering them even further. This was done in the Netherlands in the 90’s and in that same decade it started in most Scandinavian nations. Even as there were still three entities (power, cable and internet) the overall substructure was fed via the same infrastructure giving a host of additional options without the cost and pushing forward connections. that path is now pretty much a non-option, so in all this Huawei could have fuelled progress in California, even as we accept the American need for different stages of national security, having something there and then upgrading it all to American required standards would have been easier and better than trying to place something that was not there in the first place, setting the US back for up to 2 years and in addition being unable to safe the US treasury 3-7 billion dollars, an amount that adds up faster than we think.

The PG&E mess is a lot larger when we consider the legal folly that victims face, in addition, the workers would be hit just as hard, the non-hardship part will only be felt by the executives who can do a Woody Allen (take the money and run). In a stage where the shareholders and even the environmentalists will be to be slapped around, the 5G implementation plans using Huawei could have negated part of these hardships, whilst the three are connected in upgrading the current stations and adding more stations, so anything upgraded would also include placing 5G capabilities, in all this Sprint and Verizon would come up short and not merely technological, so there are a few reasons to keep on good footing with Huawei, all this is no longer a real possibility. By the way, when you consider that part and when it falls over, I reckon that places like the pacific LA region, via Malibu all the way to Oxnard could have benefitted from all this, optionally stirring towards a carbon neutral point through renewable energy implementation. What would be more efficient than having the windmill fuel the energy as well as the 5G and cable needs of that entire region? It required a large overhaul that could be done and keep the value of housing high there, that idea is also pretty gone. So when that hits and California needs to downgrade the value of housing in that region by 20%, how will the State itself fare?

All because the anti-Huawei acts that were clearly off the rails even before the actions started. It get to be worse the moment the media must acknowledge that California is no longer considered state of the art, even when we agree that America, New Zealand and Australia are all part of the Five Eyes intelligence network, the fact that we now see the optional chance that America ends in 3rd of even 4th place after Australia and New Zealand would at that point become the most hilarious news cycle in the history of digital media and that is not an unrealistic consideration, all this whilst a few options remains for Huawei to show the world this year that they were the most secure and the most advanced option. That is the reality we need to fess up to when we are made aware merely last night that Commons science and technology committee chairman Norman Lamb gave City A.M. (at http://www.cityam.com/271916/government-under-pressure-ban-huawei-5g-upgrade-) he quote “These are vitally important security issues. We need to establish whether there is a threat“, after all this time, at present as quoted there still is no established threat, so in that light we see the active McCarthian debacle on 5G technology, and all this will be biting the state of California over the next few months in several ways. Even now as Germany is paddling backwards on the openness of 5G and trying to remove Huawei, we see the folly of actions. The quote from Norman Lamb is first actual evidence of this folly. When it comes to National security any nation needs to do what is best, and I am fine with that. Alex Younger (head of UK boy scout division 6) was correct in his response and it makes sense that a Chinese device should not be part of a national infrastructure, that same applies to any other nation, yet the others accused Huawei of being a national threat when it clearly wasn’t one (or at least proven to be one). Alex Younger told us that we should never depend on Chinese technology and that is fine, that same would apply to America. Alex did not accuse Huawei and that is the difference. Even in that light, having something in place and then upgrading it to national standards is preferable to jerking around in the dark hoping you hit someone in a moment of ecstasy through alleged empty words, which seems to be happening now.

This hollow status is dragging he US down, it will hit the other too to a lesser effect because the they have less infrastructure to deal with and the UK has the additional benefit that they have a well-developed system (aka British Telecom), the Dutch have KPN, Australia has Telstra and so on, the Americans have an intertwined mess of Verizon, Sprint and a few other players giving them a lot more hardship, the fact that cities are taking the FCC to court at present is merely making the mess larger, and increasing delays all over the place, that is the reality that the US faces and the entire mess is not some train that came off the rails, it is a merely the train, they all forgot about the rails required, that is the sad part in all this and that is why the US is in for multiple levels of hardship having to watch several nations passing them by on the technological fields in ways they never imagined, because those implementers left their imagination next to their porn stack in the cupboards where their wives do not look ever (or so they think).

All elements I saw a year ago, all elements I took into consideration. Whatever element I forgot or overlooked are merely small dents in an adjusted path that I got right to the largest degree. And as we consider the last news part in all this, we need to recognise that whilst the FCC is dunking around, Saudi Arabia finalised an agreement with the UN 4 days ago. The news gave us: “An agreement has been signed between the Saudi Communication and Information Technology Commission (CITC) and the International Telecommunication Union (ITU) to strengthen cooperation and partnership between the two organizations“, and this now leads to “to adopt new technologies, such as 5G phone networks, have made the Kingdom one of the most developed regulators of the ICT sector in the world, according to the ITU’s rankings” gives rise to why I have been keeping my eyes on Saudi Arabia. They are almost literally sprinting ahead in the 5G environment and as we are given “Gov. Dr. Abdul Aziz Al-Ruwais and Doreen Bogdan-Martin, director of the International Telecommunication Union (ITU), sign deal to boost technology cooperation. (SPA)“, we see that Saudi Arabia (as well as a few other Middle Eastern nations) has been taking 5G extremely serious. From my personal point of view, the US has been sitting still (or on their hands) for close to 2 years too long and it will cost them dearly.

Having a train and forgetting about placing the rails tends to do that, and it is a rather silly nation when infrastructure and transportation are important to you, that evidence is shown in several places and the American folly makes no sense unless they are even more bankrupt that they are willing to admit to. Having to collect the taxes of this month to pay for the energy bill of next month is the last straw an administration has and it seems that America is getting ever closer to that stage now, but that is pure speculation from my side in all this.

 

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Tic Toc Ruination

There is always a next deadline, a next target and a next threshold. When we see that point, some see obstacles, some see challenges and others await opportunities. It has always been this way. In the past we had 3G, Telstra could not keep up and gave us 3.5G and called it something else. The audience was deceived and has been deceived for a while in many ways. In Australia, as I personally see it, too many politicians dance to the needs of Telstra and as such, in the long run nothing was done. As 4G matured on a global level we saw the eCommerce run and we saw growth everywhere. And as the 5G moment grew near too many were sitting on the sidelines, all talk and no hard work. Huawei, Ericsson and a few more worked hard because he fin-tech term ‘be there first‘ applied a hundred times more to mobile technologies and we saw the escalation as China went ahead of the curve. Suddenly Huawei 5G technology got banned, a bankrupt America started and soon most nations followed, now, or at least 5 hours ago, the Guardian (at https://www.theguardian.com/technology/2018/dec/05/bt-removing-huawei-equipment-from-parts-of-4g-network) reported one additional move ‘BT removing Huawei equipment from parts of 4G network‘, we see “In a statement, the UK telecoms group has confirmed it is in the process of removing Huawei equipment from the key parts of its 3G and 4G networks to meet an existing internal policy not to have the Chinese firm at the centre of its infrastructure“, all at the behest of spymaster incredibili Alex Younger. Yet actual evidence of Chinese activities was never given in evidence. Alex does something else and in retrospect to his French, American and Canadian peers something that is actually intelligent. He gives us: “the UK needed to decide if it was “comfortable” with Chinese ownership of the technology being used.” OK, in opposition of American stupidity making claims they cannot support, Alex is giving us the national need and the premise that another government should not have ownership of infrastructure this important. I can accept that, yet in that same light, that equipment should not be American or Russian either. He also gives us: “We have to keep adapting … we are evolving again to meet the threats of the hybrid age … our task now is to master the covert action of the data age“, and he is correct. It does not state that Huawei is a danger, a risk or actively undermining the UK. I get the setting of national security first and in this Huawei might optionally in the future be that risk, it is not the same setting the yanks gave us.

Yet there is the opposition as well. At present not only is Huawei ahead by a fair bit, Engineering and Technology (at https://eandt.theiet.org/content/articles/2018/12/china-continues-to-dominate-worldwide-patent-applications/) give us: ‘China continues to dominate worldwide patent applications‘, it is a lot larger than Huawei, yet the stage we need to comprehend is “China submitted 1.38 million of the total 3.17 million patent applications submitted“, and a chunk of that 43.5% is mobile and 5G technology. China is ahead in the race and as some people start living in denial, the stage we will see in 2020 is not that America will start its 5G part, there will be a moment when China lodges IP cases that oppose patents, and the optional proven stage of patent violations. At that point the nations moving in silly ways will learn the hard way that whatever they tried to overcome will cost them 200%-550% more that they thought it would. The entire patent system will be upside down as technology makers will be found to be technology breakers and that is one side why the US is so opposed to certain levels of protectionism (apart from their pharmaceutical patents). To give you a perspective, China applied for more patents than the US, Japan, South Korea and the European Patent Office combined, the difference is that big, there is a second benefit to a worldwide growth in IP filings and some technology offices will soon encounter the receiving side of a desist to move forward lawsuit. The Apple Samsung war in patents has shown that impact for years and when any firm is stopped in their tracks, for any 5G violation, you can flush that 5G implementation timeline down the toilet.

ZDNet gives us: “Sprint announced that it is now the fastest mobile carrier across New York City, providing customers with access to its gigabit-speed LTE services after upgrading its network in preparation for 5G services going live next year“, which sounds nice, yet when we see: “launching a 5G mobile service there in the first half of 2019“, the way the dates were given last week personally implies to me that any setback gives reason that there will be no 5G before Q3 2019. Now, I might be wrong here, yet in the past we have seen again and again that these timelines were never met and the pressure is really on this time around, making setbacks and delays even more likely. So a we see New York, Los Angeles, Las Vegas, Washington DC, San Francisco, Seattle, Chicago, Atlanta, Philadelphia, Detroit, Miami, Indianapolis, and Phoenix moving into the 5G realm, we now see the absence of an earlier mentioned Boston, Sacramento, Dallas, Houston, So as we see San Francisco, I see no Mountain view, no Palo Alto and no San Jose (consider https://www.youtube.com/watch?v=CnzTgUc5ycc, just a little Helix for the fans). So will San Francisco get 5G, or will Google and Facebook infested Mountain View get the5G? The problem is not whether it comes now or later, the fact remains that implementation and deployment had to be done and be past the 100% deployment preparations 6 months ago and the players left it to the final moment, whilst some of the infrastructure should have been available a long while ago.

The setting is not merely 5G, it is the availability that is connected to all this that follows. Part of this situation is given weight to issues when we consider Telecom Lead giving us (at https://www.telecomlead.com/5g/192-operators-start-5g-network-investment-gsa-87745). The quote: “192 mobile operators in 81 countries are investing in 5G network as compared with 154 operators in 66 countries in July 2018, according to the latest GSA report released in November 2018” shows us that 15 countries are already late to the start and it involves 38 operators. Now, that might be valid as some are not in the size to be the initial adopters, yet it is merely the top of the iceberg. This Titanic is showing a leak when we get to “GSA also said 80 telecom operators in 46 countries have announced their plan to launch 5G to their customers between 2018 and 2022. 37 networks will launch 5G services in 2020 alone“. If this is the stage knowing that you are in one of the 37 countries. The 9 countries that are optionally launching between 2018 and 2020 might have a local advantage, yet which of these 9 are starting fist, or get to start between 2021 and 2022 is equally an issue to explore. We see: “Telstra, TeliaSonera Finland, Ooredoo Kuwait and Qatar, Zain Kuwait, and STC Saudi Arabia have done 5G deployments using commercial 5G base stations but are waiting for devices to enable service introduction“, here we see Australia to be ahead of the curve, yet waiting for devices implies that it goes beyond the mobile phones, I reckon that there is something else missing, yet what it is and when it comes is not given. The article also gives us the entire 5G trap and the Verizon steps that are in question. It is the reason why I mentioned Telstra 3.5G in the first place. We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?

If that is truly the case, if this is truly verified, will the day that the 5G switch is turned on in the US, Japan and Saudi Arabia show that Saudi Arabia and Japan gives the people true 5G and America does not, does that make them the loser in the 5G race on day one? The question now becomes is Sprint 3GPP compliant, and more important what is the failing of 3GPP compliant bringing to the table?

When I look at the data opportunities that 5G brings, the opportunities that blockchain technology can revolutionise (especially in America) in retail with 5G are unheard of. There is a true growth of investment options available, yet are these opportunities seen as such?

So where is the ruination?

You see, this is the first time in history where high-tech is running ahead in China. In the past, America had the radio, they had the TV, they had video, DVD, Japan brought the Blu-Ray, and the US had 4G first; yet it all falters when we realise that this time around China is not merely on par, they are optionally ahead in the next technology wave, we have never seen this advantage from China before, and at the speed at how they caught up in the past, is worrying many nations as they are now ahead and optionally they can create more headway as they start giving the US less and less advantages, optionally resulting in greater economic advantages for China as America ends up having to catch up now, an advantage of being first which is now optionally no longer with the US.

The question becomes, will the consumers have to pay for that lack of headway? Even as we push for the comparison in the past app stage of 4G, we see that the IP war can become a much larger headache when you are not China, it might be good, it will most likely be bad and in the end we might benefit yet the reality is that massive amount of money will start going to the far east (China) and it will impact all manners of ecommerce soon enough. Yet will that happen? We might know tomorrow as the techboys (and one techgirl), AKA Sundar Pichai, Satya Nadella, Ginni Rometty, Safra Katz and Steve Mollenkopf meet with White House officials later today. So as Google, IBM, Microsoft, Oracle and Qualcomm decide on what happens (or needs to happen) in the next 24 hours, I wonder what concessions they will get from the White House as long as they all finish second to none and give America the 5G pole position result. Ego comes at a price and I reckon that we get to know the cost of White House ego tripping before the end of the year.

In all this, I wonder, can I make matters worse when I ‘give’ 2 billion in IP value to Huawei? When we are pushed, should we not push back? When the others face too late the element of delay by not adhering to logic, and by ignoring common sense, should I give them consideration? That is actually a main point here, as technology becomes the main political pawn, how should we react? We can agree with Alex Younger that any nation needs to negate technological risk, we could consider that he seemingly had the only valid opposition against Huawei, as it was not directed at Huawei, but at the fact that the tech is not British, the others did not work that path, and as we see that technology is cornered by the big 7, those in the White House with an absent person from both Apple and Huawei. We have accepted the changed stage of technology and that might not have been a good thing (especially in light of all the cyber-crimes out there), also a larger diverse supplier group might have addressed other weak spot via their own internal policies, another path optionally not averted. So as we focus on national needs (which is always a valid path), should I hand that 2 billion dollar patent to Australia, who is too often in the pocket of Telstra (as I personally see it), or put it on the market for any to buy it, when that happens, do I create opportunity or limitations?

That is a question that most of us did not consider as the tech market had been global for the longest of times, yet as 5G comes into play, that might soon change and with that we will get new answers, new challenges and a lot more diversity (whilst having to entertain a whole range of new limitations as well). In my view there is an unseen balance between ruination and opportunity, yet this is where time is not a factor, it will be about the connectivity that one offers another and that is when we see that time influences it, but it is not the larger factor of influence. It is a market where diversity becomes an enabler against time (partially in opposition of time). I stated this before. As 4G gave us the golden path towards ‘wherever we are‘, 5G will be largely about ‘whenever we want it‘. It affects ‘on demand’, it enables ‘I need it now’ and it gives rise to security, automation and non-repudiation to a much larger extent. We have clearly seen that Huawei and China are in pole position of that race, and we must wonder who of the other players can catch up in time offering the full 5G with all elements validly in place (not using Verizon’s own 5G specification, or a version thereof).

I look forward to 2019 as I have already found 2 optional gaps; I wonder how many more I will find.

 

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As life becomes affordable

The US is not becoming affordable. It has been affordable for some time. The issue is that America is too focused on the larger places of fame. They want to be in a place where they can get notices. Places like New York, Los Angeles, San Francisco and Houston seem to get the attention (a few more then that), and it is all about the opportunity to grow business. Yet, what happens when your life is for the most online? What happens when you are not set in a stage of location, location, location? What happens when you are the analyst that can work equally easy in a cubicle or your own living room?

When you consider that this can be the stage of tomorrow, the US starts to open up by a lot in a few ways. There is however one limitation. This is a game for the young, merely because the health system of the US is decently screwed and is unlikely to resolve itself in the next two generations. Yet consider, when you have a few years of experience and you are confronted in a place like Lancaster Pennsylvania offering a townhouse, 200 m2, with a mortgage of $1,059 per month, whilst a place half the size in Sydney costs close to $450 per week, and whether the value increases or not. You are now in a setting growing your ‘wealth’. Now, if you are all about weekend parties and clubbing these are not the places for you, yet at some stage you need to consider that some places are non-events with a $1300 a week price tag. So be honest, have you considered to be anywhere else? And that is not the only place, the US is a place of opportunity for anyone with handy to upgrade the place they get. Also consider that a simple place in Boulder, Colorado where $722 a month gets you 110 M2 with 3 bedrooms. My rent in a similar place (in Australia) was $450 a week, so there is a clear setting of ‘oops!’, for me that is.

So why are we considering this?

When we look at some of the speakers in all this, we get to see the Deloitte report (at https://www2.deloitte.com/au/en/pages/economics/articles/5g-mobile-technology.html). Here we see the first number that impacts. After the first decade, we will see a production growth, not merely more per person, but optionally more per teams in play. It equates to: ‘around $50 billion in additional GDP‘. Do you still think that it was merely about ‘security’? The entire Huawei mess gave us quotes in several places and the SMH gives us: “He noted with “not many suppliers in the marketplace”, taking out a major player “puts pressure on prices”“, when we add we see: “That leaves the Finnish and Swedish multinationals Nokia and Ericsson as the most likely developers of 5G technologies adopted by Australian telcos, potentially raising concerns of higher costs“. Even as no evidence was ever shown in the entire Australian Huawei debacle, we need to consider that Australia could lose the ‘be first, or lose market share‘ options soon enough. When the brain drain starts and certain groups of players will seek the better income in a cheaper place, how will that serve the Australian interest? For Telstra it is not a problem, they can’t go anywhere and they will not care about the fallout that is likely to hit the Australian shores. As we see the growth of new mobile set work stages, so as the plate is ‘dammed’ in stages and we are exposed to “Businesses don’t want costly 5G, new research reveals. New research shows businesses won’t upgrade from 4G to 5G if it comes at a price” (source: The Australian), we need to consider Forbes who gives us: “this time around, something has changed. When it comes to the next generation, 5G, some telecom executives seem to have lost their faith in the power of technology. A survey of recent public statements by executives of the 19 largest mobile network operators worldwide shows that more than half (53%) see no near-term business case for 5G. In a 5G network, wireless data can travel at speeds of greater than 1 gigabit per second, more than 10 times faster than most 4G networks“, so there would be a case from the earlier quote, yet when we consider the Deloite report with the quoted: ‘around $50 billion in additional GDP‘, you tell me how long it will last until the doubters and the pussy footers will no longer be players, merely runners after the fact losing market share on a near daily basis, and that is my benefit. I can slice, and dice and dashboard data anywhere on the planet. I can do technical support and customer care equally anywhere on the planet. With my half a dozen languages the customer will not care where I am as long as I speak the local language. And the larger changes are still coming, when you consider what you can get in London at an affordable price, consider where you have to live in London for £174,950, whilst it gets you a decent 1 bedroom place in Birmingham, or a 2 bedroom bungalow at £369,995 for that matter, that will not get you anywhere in London, you need 100% more to get it in London (a smaller place too) and not the greatest location either. That is the setting we seem to have forgotten about. It is the one 5G element I equally forgot about. It is not merely about making more money, it is the new stage where you can live more affordable and the same income gets you a hell of a lot more. Whilst most stuff will remain the same, your groceries would be better prices and with the housing at a much better place we see that the appeal of the larger places like Sydney and London lose their appeal. So whilst we see and accept ‘around $50 billion in additional GDP‘, it is not going arrive anywhere when the people have moved to better shores and that is the setting that MacroBusiness reported on last year. There is a brain drain and it is not only in Sydney, or merely in Australia. As the quality of life remained stagnant for the longest of times, the 5G push will also give a shift in other jobs, and the companies not ready for that accommodation will find themselves too soon in a stage where they take hit upon hit and lose more than merely short term revenue. It will be the start of losing long terms contracts because the service level agreements can no longer be met. At that point, reconsider the issues I have raised for the longest of times, also reconsider the Telstra setting and the Australian government is suddenly required (read: demanded) to provide the evidence that Huawei was insecure, I wonder what happens at that point. When the business clauses fails and we see the stage of ‘infighting like bitches‘ and some people start pointing at each other, it will be great fun to see the damage and even more damage when some media channels start trivialising certain events with the causality of ‘it’ll be all right‘. At that point, when we are confronted not with: ‘around $50 billion in additional GDP‘, but with ‘Australia is set to grow its GDP by almost $3 billion through its amazing efforts in 5G‘, at that point will someone seriously ask what happened with the other 94%, or will we see gamers getting blamed again? Perhaps with a speculated: ‘As gamers have taken usage to a new level, businesses have been losing out for too much‘. Yes at that point we will see some flames flare in all directions. As we see that we are no longer limited to a city or a country, we see that opportunity will flare in every direction and those not merely embracing 5G, but those facilitating for the move towards quality of life will end up with a better and a much larger workforce gaining even more revenue momentum. When we realise that our workflow has become global we see the additional impact of businesses, where the nation facilitating for this will end up with a much better market share than ever before. So in that end it is not better to be merely fast and early, this is the one race where being first matters more than ever before, a very new setting. That was always the stage, but never seen a clearly as recently, and when we realise that the UK is actually racing the 5G path, we see that there will be additional options there too, so in the end as 5G does not care about Brexit, it merely handles data, we see that the UK recovery will still be fast and will take them further, especially when they realise that there is more to the UK than London, even Wales has its part to play. When we see: “Vodafone has said it will test 5G in Birmingham, Bristol, Cardiff, Glasgow, Liverpool, London and Manchester from October“, so even as it is Vodafail, it still required them to put 5G option in place, and whoever has that access has a distinct advantage. When you consider that Birmingham is a mere 75 minutes from London by train, does it really matter if you only see it in the weekends, there are over 140 trains taking that route each day, implying well over 5 trains an hour.

It is my personal belief that 5G is not merely changing the game; it will create personal opportunities for anyone flexible enough to make the larger changes, even if they are merely short term, a game for the young.

 

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It’s a bulletpoint

We all have these days. We have moments where we are confronted with superiors (or bosses) who seem to be able to do anything based on a one page memo that is drenched in bullet-points. It was an almost Neanderthal moment in management when those (getting tertiary education) were all brought up with the belief system that a memo is one page (which I can partially agree with), yet that memo should merely consist bullet-points that bring the goods.

I always thought of that part as an absolute load of bollocks. I can agree that sometimes luck works in our favour and that is exactly what happens, they are however rare. You see, the bullet-point might be correct to some extent, but you can only see part of the view with bullet-points. An actual tactical or strategic business setting is properly set in a SWOT analyses. If it is a serious action, that is what you need, because the boss requires the opportunity, yet he must also know the threat and the weakness. Some decisions are merely based on the balance of merits; do the strengths and opportunity outweigh the weakness and threat? That is the game we face in most business ventures and as they move forward. The Netflix balance, the ‘Nine+Fairfax=NEC’ setting, the setting that we saw in Natixis, Ubisoft and Verizon. The last one is apparently not focussing on big Mergers, that is, until we get the allegedly implied news in upcoming October, when in the black out period of Verizon Hans Vestberg will make an interesting announcement. This is not merely about the ‘fast-growing global market‘, this will be about the upper hand and those with the data will have the upper hand, plain and simple.

So when we go back to 2018, where the state of the union treated us to ‘President Trump claiming the military defeat of ISIS‘, yes, also I have a bridge to sell you, nice view of the Tower of London, going cheap! In that same setting we see the New Yorker giving us: “Trump was holding a press conference, a few blocks away, with the Presidents of the three Baltic states. He was visibly angry when asked about Syria. “I want to get out,” he said, his voice rising. “I want to bring our troops back home. I want to start rebuilding our nation. We will have, as of three months ago, spent seven trillion dollars in the Middle East over the last seventeen years. We get nothing—nothing out of it, nothing.” He called it “a horrible thing.”“, here I have to say that he was not entirely incorrect. There is no return on investment. In a war against terrorists, unless you are willing to become, or unleash the monsters, any fight against monsters is a cost, and will remain a cost; there will be no return on investment.

Unless you are willing to properly strike back, this fight will go on and on. The events in the New Yorker were in April 2018, three months after the so proclaimed not really existing victory. The New Yorker brought the news one day after Haaretz gave us: ‘Trump’s White House Says Military Mission to Eradicate ISIS in Syria ‘Coming to Rapid End’‘, a rapid end and not in a good way. Haaretz also emphasises on “Trump said Tuesday that he expects to decide “very quickly” whether to remove U.S. troops from war-torn Syria, saying their primary mission was to defeat the Islamic State group and “we’ve almost completed that task.” Trump’s national security team is advising against a hasty withdrawal even as he makes his preference clear: “I want to get out.”“. that was the setting in April, now a mere 84 days later we are treated (at https://www.theguardian.com/world/2018/jul/25/dozens-dead-suicide-attack-syria-sweida-isis) to ‘Surprise Isis attacks leave more than 200 dead in south-west Syria‘, several credit cards will not charge interest the first 90 days, not ISIS, the interest was served quick, to the point and basically deadly precise. The by-line giving us ‘Suicide bombers strike targets in Sweida city and launch simultaneous raids on nearby villages‘. That is the setting less than 24 hours ago and the directness of the attacks imply that we will see more over the next 4 days. This is not a quick hit and run, this is a message to President Trump that his Trumpet is false and full of lies.

As we are confronted with “The militants are also believed to have kidnapped dozens of people and taken them back to their hideouts. Local sources said the attacks began almost simultaneously in the early hours of Wednesday, between 3.50am and 4.30am“, we see a setting of coordination, creativity and direct action. Not merely proving that the State of the Union setting was wrong, it is a setting that implies that a lot more resources are required. In addition, it also proves that we need to shift gears and reactivate the monsters that can take care of business. This is not the theater of Chicago windy city makers; this is the battleground of people like Academi and the Wagner group. Yes, there is a case where it might be better that the actual governmental military organisations do the work, but it seems that America did not have the stomach for it, the Europeans and NATO are locked in everlasting debates and Israel is eager to stop it all, but that means a direct was with Syria, which it prefers not to be in. So there are not too many options at present. Even as the media at large is setting the stage on a Putin-Trump option, we see in equal measure on how Assad won and Trump is fine with that. We get loads of writing, but none of it reflects a solution and with all the papers all printing the same photo, all claiming a death count that is somewhere between 200-220 we are told that the count is high, yet they do not give us that this happened 35 Km from Jordan, 90 Km from Damascus and 90 Km from Israel. I think that the message from ISIS is clear. There is an issue; ISIS is still a player in the region and yes, from all we can tell ISIS with this one act melvined President Trump pretty much on the spot.

Yet everyone’s question will be how to counter this and deal with ISIS. From my point of view we see a setting that cannot be resolved the way it has been, it requires a different scope of activities and a very different level of investigation and intelligence analyses. That evidence is seen in the way the surprise attack went through and pretty much every part of it was a success (form the ISIS point of view), giving is to wonder how incomplete the current level of intelligence data is to begin with. We were aware that there is too much intelligence ego in Syria (or Iraq for that matter). Even now, in the last few months as sources go out and admit (or proclaim) intelligence failures in Israel, the US, NATO et al. Even as the Syrian nuclear reactor is the most visible one, the quality of the workers gathering the data, often in am allegedly precarious double agent setting tend to be not the greatest sources of intelligence. A less reliable source is seen in open source intelligence where we can get a taste of some things happening, but for the most the reliability is too low to be of operational use, even after the facts deeper digging tends to show issues that after the fact seemingly it could only have contributed towards failure, not towards success.

Iran is the second setting where some go from the balance of probability in a algorithm setting that dictates the tactical push forward, yet the people involved tend to forget the oldest IT setting in any data analytical collective where the protocols of GIGO are in effect, a given law that dates back to 1982 when I was in the Middle East for my own adventure. I always see (or better stated I have seen too often) that the officer’s response of GIGO would be: ‘some of it can be used‘, yet the setting Garbage In Garbage Out is merely the setting that as Garbage was accepted, all data involved becomes tainted, or is tainted. Those who bring you ‘some of it can be used‘, tend to rely on the creation of truths by aggregating false flags. So the setting where: ‘he never relies on computers’, we get ‘must create notes on their intelligence’. The one setting where he does not use computers because the person was dyslexic was overlooked. Aggregated data can be useful against the singular observation in a timeline, it gives the unit against the volume, but if one false flag was false, the others lose value and the column setting is no longer reliable. GIGO is devastatingly simple and pretty much always a given truth (or is that a confirmed non-false?), yes, I am at times that funny.

this now takes us to a setting almost three weeks ago in the Washington Post (at https://www.washingtonpost.com/news/made-by-history/wp/2018/07/09/russia-and-the-u-s-have-common-interests-in-syria-but-it-may-not-matter), where we see: “Last week, national security adviser John Bolton said that the meeting could offer a “larger negotiation on helping to get Iranian forces out of Syria” and that an agreement could be “a significant step forward” for U.S. interests in the Middle East“, it is a statement that I cannot agree with. You see, even as Iran in Syria is an issue for Russia, it is not the same where Iran is an American problem, pure and simple. Russia has a setting where it wants to waste as much of the resources that NATO and America have, plain and simple. There is plenty of data proving that. I have nothing against John Bolton, I do not know the man, but I know he has been out of ‘circulation’ for almost 12 years. He is however not that devious. He sails a straight course (a commendable setting), in this he was always against the Iranian deal, he has been advocating regime change for both Iran and North Korea. It does not matter whether he is neoconservative, pro-American, or a nationalist. The settings that are clearly out and visible is that he has placed his country before his personal interests again and again and that is always a good thing (a lesson Democrats should learn at some point), yet when we look at Politico (at https://www.politico.com/story/2018/07/25/bolton-cabinet-meetings-mattis-pompeo-trump-740429), he is also doing something dangerous. It is seen in part with: ‘Cabinet chiefs feel shut out of Bolton’s ‘efficient’ policy process‘, followed by “Defense Secretary James Mattis has gone so far as to draft a letter requesting the national security adviser hold more gatherings of agency and department chiefs“, this is followed by ““He doesn’t want to ‘meeting’ an issue to death,” said one White House official. “He wants to make the bureaucratic process more efficient so that decisions can be made at the principals level.” But across the U.S. national security establishment, there’s a growing sense of a breakdown in the policy process since Bolton took over the National Security Council on April 9“. From where I am sitting, it creates a different friction. The different stations always had their own way of registering intelligence and it is in the misinterpretation of each of the used Thesaurus, that is where the data gap is starting to form, an international data point is not seen the same by the NSA, DIA and CIA. This gets me to my party favourite, what is another word for ‘Thesaurus‘? It is funny when you think of it, because as there is no synchronicity between Defense Secretary James Mattis, Secretary of State Mike Pompeo, Director of the CIA Gina Cheri Haspel and National Security Advisor John Bolton, they only think there is synchronised thinking (they nearly always do). So now we have the hats of the big cheeses in a similar direction, but not in the same direction, it gives us the issue that there are losses, losses in intelligence, losses in data and losses in translations, and lets not forget an overall loss of quality. That tends to be a much larger problem, and that problem will hit the desk of Director of the FBI Christopher Wray a little sooner than he bargained for. It also sets a very dangerous precedent. You see, it is mishaps like this that caused the deaths of Ambassador J. Christopher Stevens, Sean Smith, Glen Doherty and Tyrone Woods. I see it as a setting where people that need to act are getting more than one version because of the lacking intelligence cohesion, which was never great to begin with is now in a setting of decay. I get where John Bolton is at, but the red tape has one setting which is intelligence quality, that is now too in a stage where the Dodo went. You see, the politico quote ‘cutting unnecessary bureaucratic red tape, pushing the nitty-gritty discussions to lower levels‘ shows the foundation of a good thing, but pushing certain issues to a lower level also means that the accountability and responsibility is brought down, whilst at the same stage, the essential lack of security clearance at that level also stops optional security leaks and as such some information will not be available at lower levels. So if ISIS decides to become surprisingly creative again and we see in a future news setting that they decided to visit Al-Umawyeen St, Amman, Jordan, We will see an entirely new escalation, one that President Trump cannot walk away from, in equal measure, if the changes by John Bolton enabled that scenario, we will see another setting where a National Security Advisor will immediately go into retirement and focus on his family life (the present assigned young-ling is 69 after all, so that excuse will be readily accepted).

So the shorting of the memo’s relying on bullet points, whilst setting the strategic placement of people to be placed at the point of a bullet is not so far-fetched, is it? Even as we will soon see that this gets paraded as a once off event, a rare option where ISIS got lucky. Remember that this was not merely an explosion. It was that, in addition the abduction of people and activities in other places as well that it all went down at the SAME TIME. It was not merely coordination; it required funds, facilitation of events and goods that were available at the right time. Should you consider my folly (never a bad thing to do), consider the one setting that we did not get to see in the news. The distance from the Zaatari Refugee camp to Al-Umawyeen St, Amman, Jordan is a mere 60,224 metres; I have actually walked that distance, so when we consider the dangers in place and we accept that there are ISIS sympathisers in Zaatari (we do not know how many), the one issue that the US cannot allow for is any more miscommunication between intelligence operations. On the plus side, if it does happen, Hollywood can do another movie, John Krasinsky was awesome in the Benghazi story, and he could prepare his Jordanian language skills if he reprises his role at: The Markaz, Arts Center for the Greater Middle East 1626 N. Wilcox Ave, Suite 702 Los Angeles, CA 90028.

You see there is something in this setting for everyone, whilst me successfully avoiding bullet points until the very end, how crazy was that?

#BulletPointsAreAlwaysInaccurate

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The Global Economic Switch

There is a shift going on, now this shift is still in the planning stages, but the switch is very real and as we see the crumbling switch from enabler and entrepreneur, the US is moving towards becoming a mere consumer and dependent user. That is a switch some might have seen coming, others have not seen it at all and some are still in denial, claiming it is a short term inconvenient stage. I have no idea which is true, but the events that are a given are showing to be more than a mere short term event and the diplomatic impact will equally show to be a long term impact on what the US had and what it will become. Now there are indicators, but the image is not seen in a single view, so let’s paint this picture for you whilst adding the sources.

Saudi Arabia

The Saudi Arabian announced investment (at https://www.cnbc.com/2018/03/05/saudi-arabia-and-egypt-agree-to-a-10-billion-deal-to-build-a-new-mega-city.html), is actually a lot more than the $10 billion forecasted, because the value as I showed in over the last year is more than becoming a reality, it is now in a planned stage, and planned much larger than I foresaw it going. It starts with “Saudi Arabia and Egypt have agreed to create a $10 billion joint fund to develop a mega-city in Egypt’s southern Sinai Peninsula, with both countries committing more than 1,000 square kilometres (386 square miles) of land to the new project“, you see, depending on the distance from Sharm-El-Sheikh the infrastructure will grow much faster and even as they will rely on what Sharm-El-Sheikh has, the growth of this new Mega-city could be the start of the tech-hub that benefits both Egypt and Saudi Arabia. As the technology hubs grow, so will the economy. It is also the first part to start getting combined 4G/5G preparation in place, because as this technology becomes available Saudi Arabia now has a first advantage in both upgrading its services and that gives optional access to 23-32 million out of a 95 million population. With the tech hubs, both the Sinai one as the half a trillion dollar NEOM, there will be a massive growth in dependency and requirements for technology. There is in addition, the Barcelona World Mobile Congress where on February 26th Huawei announced its full range of end-to-end (E2E) 3GPP-compliant 5G product solutions, now the other players will be following, yet Huawei has an advantage for now. With “The featured products are also the only available options within the industry to provide 5G E2E capabilities” we see that Huawei has chosen a path that allows them to grow and they will not be alone, but for now they are ahead of the crowds, so even as we see now “Huawei partnered with Zain Saudi Arabia, signing a Memorandum of Understanding promising to develop a new network strategy in the Kingdom. The aim of the MoU is to accelerate the realization of 5G networks and assist Zain in building the most advanced end-to-end networks in the region. The two companies will work together to accelerate the deployment of 4.5 to 5G networks, make further advances towards full cloudification, and produce additional strategy and planning in the field of ICT Synergy Cloud” (at https://www.arabtimesonline.com/news/huawei-outlines-vision-5g-future-co-unveils-latest-innovative-products-solutions-mwc/) merely a day ago. I gave that indication almost two weeks earlier, so how is that for a prediction. So even as the US is setting the bar at “Chicago, Los Angeles, Dallas, Atlanta, Washington, DC and Houston” to be the first with 5G at the end of the year, what happens when you need to reach out to Wall Street and Manhattan? Will that be merely 4G, or will you suddenly experience other issues (between providers, reception issues and so on; oh, and as you go from protocol to protocol switching per cell tower on the move, watch that battery power drain as the battery percentage goes down like a timer in seconds 75, 74, 73, 72, 71 and so on. Please do not take my word on this, it is much better when your own eyes see the battery counter go down, it adds to the dramatic effect when you hear me howl with laughter (stating: ‘I told you so’). So even as the article ended with “Ken Hu, Huawei Rotating CEO, said: “The intelligent world is drawing near, filled with potential and possibilities. Ground-breaking technologies like 5G and IoT promise to solve complex business challenges and improve the lives of the population. Yet challenges remain on our path before these dreams are realized. MWC 2018 was an excellent opportunity for us to meet with other leading companies and discuss how together we can overcome these obstacles, achieve sustainable business growth, and Build a Better Connected World.”“, I will admit that I have an issue with that part, you see with ‘IoT promise to solve complex business challenges‘, we see the implied solution, but the IoT (Internet of Things) is merely the applied hype word in a solution that has not been designed yet. It is true that the application of IoT is a solution in itself towards a whole shoal of options and challenges, but as we consider that the 4G smartphone brings solutions, it requires the apps to be there and solve actual settings and that takes time, like all other needs. In that regard I see the IoT as the old sales technique of selling a concept before the product exists and I always thought that to be a broken non resolving approach to the greedy salespeople coming with a ‘pay it forward’ solution that is paid for before the product has been completed. It is a dodgy need, because in the end the (business) consumer needs and actual product to work with. Yet that might just be me imagining things.

United States of America

The view here starts with the Financial Times, who brought us ‘Currency markets send a warning on the US economy‘ (at https://www.ft.com/content/de57a6a2-1e32-11e8-a748-5da7d696ccab). So even as this is about the financial markets, there are a few points to take away from that. First there is “The pattern of higher interest rates and a weakening currency suggests that on multiple dimensions US assets now have to be put on sale to convince foreigners to hold them or induce Americans not to diversify into overseas assets. This pattern is relatively uncommon in the US though it happened in the Carter administration before Paul Volcker’s appointment as chair of the Federal Reserve and in the Clinton administration before Treasury secretary Robert Rubin’s invocation of the “strong dollar” policy. It is fairly ubiquitous in emerging markets where it reflects anxiety over a country’s policy framework“. The dangerous part here is ‘convince foreigners to hold them or induce Americans not to diversify into overseas assets’; you see it is a move of limitation, either the non-American buyer holds onto the for a much longer time, which needs convincing (usually with higher yields), as well as stopping Americans to go overseas into other markets, so it is not actually an ‘or’ situation, it is actually an ‘and’ setting where the inclusion needs to be both to remove doubt and volatility. The article ends with “The confidence of global markets is much easier to maintain than to regain. Currency markets are sending a signal that the US is not on a healthy path. Its time for the US to strengthen the strong fundamentals on which a strong dollar and healthy economy depends“, you see that view is set not merely in the war of tariffs, it is set where the global markets have been seeing a decline in US activity and more important acts that show that the US economy is feeble and the US infrastructure is not in strength, it is merely getting by and that is a dangerous place to be in. Even as I predicted that the inactions and the inability to act against Russia will be felt when Russia calls the bluff of America, it is now showing that the US on a larger scale is showing to be set towards a series of hurdles that will stagnate its economy and over the long haul (within two years) will show the danger of another recession, so when that happens and projects get halted, how will Sprint and other players pay for 5G? Entrepreneurial innovation tends to demand buckets of cash, cash that is not available, certainly not readily. Protectionism is merely the first hurdle and one of at least three in the setting of the tariff war. The Financial times gave the people the biggest fear and doubt on February 21st with “US ‘too big to fail’ regime set for Trump overhaul“, that ‘too big to fail‘ has been used before and a whole bunch of billionaire grapes got bitten rather badly in Europe. It is not merely the Chapter 14 implementation with the by-line ‘to shield the tax payers’, it is the text “Both Wall Street and overseas regulators have warned the administration over the dangers of dismantling the system but the Treasury said it wanted to narrow its use so it could serve only as a last resort“, the fact that ‘narrow’ and ‘Wall Street’ imply that the Chapter 14 will lack the teeth it needs and as such it is another parachute for the 1% bankers, banks and those making upwards of $253 million a year. So how much will this marker cost the tax payers in the end? Even as there is an abundance of recession fear articles and announcements by the media at large, that part even as it is likely to happen, it is not certain to happen and that fear needs to be removed (by other means than the Chapter 14 messages). You see, the problem is that the 1% has enough wealth to survive the next two recessions, whilst the quality of life of the other 99% has not been pushing forward towards the level it needed to be. So they will get hurt really bad if another recession happens within the next 16 months, which is close to all speculated views by the media at large. Whilst that is not much of an indication, the events in Saudi Arabia is only one element, the other elements is the one we will see next

Other players

There is more than one player in all this. The first is seen by CNBC (at https://www.cnbc.com/2018/03/05/saudi-russia-oil-deal-leads-to-bigger-russia-role-in-middle-east.html), where we are treated to “The partnership with OPEC, led by Saudi Arabia, allows Russia to strengthen its hand in the Middle East at the same time the U.S. role has been diminished“, the diminishing of the US as stated by other sources closes doors to the US on several shores, a dangerous change that comes at one of the least fortunate times. The quote “it is now the foundation for a broader relationship that has the potential to reduce already waning U.S. influence in the Middle East” is foremost set to the chilling friendships with Syria and Iran, it is not merely there. Turkey has been out of control for the longest of times and now that Turkey is smelling blood, it is trying to get much more out of the US, making them a very expensive ‘friend’, more so, the question becomes was Turkey ever a friend? In that whatever bites there could hinder the US with its access to the Middle East at large. Should Incirlik and Izmir become an issue, the economic print of the US would drastically change, because that would require the US to find a way to grow the option to get a base in Saudi Arabia and optionally in Israel. Whilst neither is a given, the costs of that will be staggering and the economic footprint of the US will equally become an issue down the road. Even if there would be an option to get one in Western India (who would like that economic windfall in their region), it would be a drastic fund pressuring move for the US.
Another option would be in Egypt and if that becomes an option it would in the longer term benefit both Egypt and Saudi Arabia, whilst Egypt gets to grow its stability in the Sinai, the US would become a much larger target in Egypt, wherever its base would be placed. So that too would come at a cost for the US in a time it needs to turn over every dollar it spends. Another is Jordan, but there is no way to tell the impact, the costs and the options in that regard as I have no clear information or sources to give at this time. You see, the memorandum of understanding was signed with Jordan with Rex Tillerson a mere 3 weeks ago, so adding a conversation of adding a US base there might not be the one that would work (pure speculation from my side). In addition, the EU News (and others) who gave us “Commissioner for Trade Cecilia Malmström added: “These US measures will have a negative impact on transatlantic relations and on global markets. In addition, they will raise costs and reduce choice for US consumers of steel and aluminium, including industries that import these commodities”” gives rise that there is a cooling of ‘friendliness’ between the EU nations and the US to some degree, so there is that impact as well. I am not talking about the tariff, I am talking to the diplomatic language where Dutch Prime Minister Mark Rutte gave us “Relations with the United States can no longer be taken for granted“, which is not a good thing as the Dutch port of Rotterdam is the gateway to Germany and its industrial heart, in addition the US pressures on France regarding the Iran nuclear deal could impact the two, but that is not a given, even better, it is unlikely to be an issue, which is a plus point, for the US for now as the Italian elections are over and the anti-EU parties made a massive gain (from 4% to 18%, whilst they surpassed the Berlusconi party) is still an issue in play. I agree with the Guardian that stated that the EU-issue is not in play, but as we see (at https://www.theguardian.com/commentisfree/2018/mar/03/italian-elections-european-union-populism), the need for Berlusconi was the man to save them from populism has now become a non-reality, the impact will grow and in that matter the US would need to play nice, very nice with Italy. You see there was always going to be an issue with Matteo Salvini, yet the fact that they became the largest party with 37% was unforeseen. There is no issue with iExit as the Italian version of Brexit is called, but its anti-immigration policies will give headaches for many EU nations and as the impact of US-EU nations is cooling, becoming an enabler for Italy might be the wiser of solution for the US. The BBC (at http://www.bbc.com/news/world-europe-43294041) gives much more, but the power is at the end with “Voter frustration here in Italy but evident and ongoing in Germany too surely shows it’s time for Brussels to sit up and really pay attention“, the shown fact that Brussels have not been doing that is the anchor around the neck for the EU and that will impact the US numbers as well. Even as Germany was the biggest friend of the US in the EU, the tariff and, the EU army and the need by America for Germany to play a larger role in the EU borders (taking some pressures from the US) are all elements that put more and more pressures on the US, even as some of the needs by the US are very valid, we need to realise that Newsweek gave us “Germany’s top diplomat has told foreign policy experts that his country’s relationship with the U.S. has suffered irreparable damage under the administration of President Donald Trump“, even as the damage began in the previous administration (to a small extent), the chosen path by the Trump administration has been adding negativity to it all. Syria must be seen as the largest of catalysts in that regard, it is merely my sense of humour that the Germans see the forced ‘friendship‘ with the French as a larger issue than the actual absence of the US in all that, but that is just my take on humour.

All these elements are part of the economic switch in all this, in support of this, there are sources that show that Saudi Arabia wants to grow its arms industry and as SAMI (Saudi Arabian Military Industries) is sitting down with the Russian who are eager to accommodate, I need to wonder why the hell Raytheon and Northrop Grumman were asleep at the wheel, or decided to remain vacant from that setting. So even as Remington (American outdoor Brands) has a product of sheer excellence, they are now not at the middle Eastern table, but in a novel mentioned in Chapter 11 and seeking a quick sale, perhaps someone can tell me how much could have been gained at the Riyadh SAMI conference table? So even as we read (at http://www.business-standard.com/article/international/saudi-arabia-wants-to-make-their-own-weapons-russia-eager-to-help-118030300622_1.html) that “likely to alarm American policy makers, who worry about losing ground to Russia and China in the Middle East“, where we see that this is understated to the largest degree. With “They’re already planning to buy the Russian S-400 air-defense system, under a deal that would let them manufacture related products at home” as well as “Half of Saudi procurement is supposed to be done locally by 2030, from about 2 per cent today” we see the extent of the market lost for both Raytheon and Northrop Grumman as two of the largest players in that field. Someone (more than one player) was asleep at the helm and by playing the card of exclusivity the ended up playing the card of exclusion, which takes them out of the game as such and that is the issue in this, because as far as I see it we have not seen such a large shift of plays optionally towards Russia and away from the US since before WW2, perhaps it might be more correct that this has never happened to this degree in history, that too is a factor that must be considered; so, suddenly the extended play changes. I mentioned part of this on Feb 24th (at https://lawlordtobe.com/2018/02/24/losing-values-towards-insanity/) in ‘Losing values towards insanity‘, yet I only had some unconfirmed parts and no idea why I had some parts, I had these parts a week ago, yet all these parts came to me over the last 24 hours with 1-2 exceptions, now we see a shifted picture. When we consider LLC Megaline (as well as Concord Management and Consulting) where Yevgeniy Prigozhin and Dmitry Utkin allegedly have been preparing to grow an ICT/Mobile infrastructure in Syria, that whilst construction fortunes would be coming their way too, the entire growth with Saudi Arabia as an optional side allows those two to split a few billions between the two of them, whilst at the same time growing the other fields they have access to and get a seat at the Saudi Arabian table at the same time. A side I never saw as I did not have the information I have read over the last 24 hours. To get any additional part in that play could set me up for life within 3 years, to get a 400% better lifestyle in 36 months than the 36 years of hard work allowed me to get is what would get any person to change their pupils to dollar signs and that is merely in their need for ICT, Data farms, Mobile facilitation, Data systems, forecasting, reporting and logistical infrastructures. In all this we see the clear evidence as given by several players that is now on route in a place where the US has a setting that is diminishing, so as those currencies go elsewhere, do you think it will not impact the US economy. That is apart from the greedy pharmaceuticals that are now pushing on India for the longest time. It is an additional place where non-US players will have options to gain market share. All that because certain players in the patent field were enablers towards the few greedy US pharmaceuticals as they increasingly ‘demanded‘ more and more outside of the patent scope that was once given (the attempted Trans Pacific Partnership was clear evidence of that), now we see hat impact and the US is at the axis of an economic switch where someone else will soon decide whether that switch will be switched on or off, no longer as the setting where the US sets the status, which is something the US has not faced before ever as far as I can tell, even the 2004 and 2008 events did not remove that option from them, but that is now a reality from sources like Bloomberg, Reuters, the Financial Times, CNBC, BBC and other players are setting the view that we are getting now. Even as none as saying it outright, the news as given provides a speculated picture where that may become a reality. I do believe that it could be prevented to some extent, but at the current course of the US ‘Kingmakers’ and ‘Wall Street regents’, that reality is slowly being removed from the US table of decision makers and once that reality hits, when they have to report that the Switch is set to ‘OFF‘, the impact will hit pretty much every market where the US is policy maker.

A world where the US player involved goes from being exclusive to excluded!

I wonder how the media will then cover it and who will they blame, because they will always be about laying the blame.

 

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