Tag Archives: Microsoft

Alignments?

Less than 24 hours ago I wrote about Microsoft and the statement I gave there, namely “When you need to appease 400,000 partners things go wrong, they always do. How is anyones guess but whilst Microsoft is all focussed on the letter of the law and their revenue” led to a few questions. So, how is 400,000 partners an issue and the 12,000 partners of Salesforce are not? Well, I never said that 12,000 partners are not a problem, but as I see it the 400,000 are. 

To get where I am going, a few definition are needed. A partner (in IT) is set to “A partnership when it comes to IT is within the IT sphere and has mutual or at least some value for both companies.” But here the issue starts. You see, some have a somewhat more defined setting “In some mild cases, there are a few well-intentioned and hard-working partners who are just out of the loop. In more extreme cases, certain partners are not bought in, are not being held accountable, and are negatively impacting performance.” This is where the problem starts. Partners have an alignment to you, but they also have their own agenda. Microsoft can make all the claims they want, but this is reality. So lets get a useful presentation image. 

So see this boat, that is the Micro boat (a very soft presentation) the goal is the 100% mark, right on course. Now consider that in a polarising setting there are two directions, And the group of 400,000 is split up. In this we get that one group is larger and it has the breaching impact of the good ship Microsoft coursing to the right. Reality gives us that there will be be clusters in all directions. 

Some ahead to the left or the right, but those behind the ship will also slow it down with all kinds of budget overruns. No matter how good the Microsoft agreements are, there will always be interest groups for THEIR interest trying to ‘steer’ the ship more in their direction. As such 400,000 partners is (as I see it) folly. Revenue and greed will only help anyone so far, as I see it, Microsoft has had its problems. I reckon that not all the news is sincere and completely valid. Some were (as I personally see it) issues with alignment. Their might not have been drastic but there will have been issues. That is my point of view and in business intelligence I have seen my share of ‘issues’ not all of them drastic but plenty of them with some kind of impact. 

Take this as well as the news we saw through Wired and we get a much larger issue and now as I personally see it, partners could become debilitating. Mess with a partners revenue stream and things go pear shaped really fast. We see this 1 hours ago when we are told “Nvidia Loses $470 Billion in Value in a Week. Should Investors Be Worried? · The market as a whole is shaky · Nvidia remains in an extremely solid position.” Really? At what point does a firm remain in a solid position when they lose $470,000,000,000 in a week? Now take this setting (which might be a temporary thing) and take it to the next level. A major side to the so called AI stage. That firm loses four-hundred and seventy BILLION dollars. That’s about 20%, so this was a simple dip which recovered in mere minutes. So at what point and why did it drop to that degree? And as I see it, any partner that does not react is on a fools errand. Now consider that 400,000 partners call Microsoft at that point to learn what THEIR impact might be. So a software vendor needs to appease 400,000 partners. And I couldn’t get support (in the past) for hours. So how does this compute? Well look at the first image. These partners will not be in one direction, but in dozens of directions. So are you catching on now? So take that and News by TechTarget giving us ‘Understand Microsoft Copilot security concerns’ and the underlying text “Microsoft Copilot can improve end-user productivity, but it also has the potential to create security and data privacy issues.”and that with the news at Wired (see previous article) gives a lot more weight to “the potential to create security and data privacy issues” and now, what will the partners do? How many will optionally panic? Now watch the good ship Microsoft slow down and drop their anchors for the storm (optionally in a teacup) recede. What is the bill belonging to such a knee-jerk reaction? 

You tell me, but there will be a reaction. As I see it, they either have 400,000 customers (optionally non paying) and they will not make a sound, but it makes Microsoft seem more important, or they have 400,000 real partners and you see what I described above. I am merely throwing the terms they publish (via media). You can’t have it both ways and it all ends with the setting of Alignment. I do not know a real good read on the alignment of customers versus partners. But one gets you revenue and the other gives you a smoking hand grenade. You tell me what you prefer to deal with. 

OK, not the most positive writing, but it came from a question that gave ma additional pause to think. 

Have a great Sunday (Vancouver) and I am moving towards Monday a present (in 40 minutes).

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Poised to deliver critique

That is my stance at present. It might be a wrong position to have, but it comes from a setting of several events that come together at this focal point. We all have it, we are all destined to a stage of negativity thought speculation or presumption. It is within all of us and my article 20 hours ago on Microsoft woke something up within me. So I will take you on a slightly bumpy ride.

The first step is seen through the BBC (at https://www.bbc.com/worklife/article/20240905-microsoft-ai-interview-bbc-executive-lounge) where we get ‘Microsoft is turning to AI to make its workplace more inclusive’ and we are given “It added an AI powered chatbot into its Bing search engine, which placed it among the first legacy tech companies to fold AI into its flagship products, but almost as soon as people started using it, things went sideways.” With the added “Soon, users began sharing screenshots that appeared to show the tool using racial slurs and announcing plans for world domination. Microsoft quickly announced a fix, limiting the AI’s responses and capabilities.” Here we see the collective thoughts an presumptions I had all along. AI does not (yet) exist. How do you live with “Microsoft quickly announced a fix”? We can speculate whether the data was warped, it was not defined correctly. Or it is a more simple setting of programmer error. And when an AI is that incorrect does it have any reliability? Consider the old data view we had in the early 90’s “Garbage In, Garbage Out”. Then. We are offered “Microsoft says AI can be a tool to promote equity and representation – with the right safeguards. One solution it’s putting forward to help address the issue of bias in AI is increasing diversity and inclusion of the teams building the technology itself”, as such consider this “promote equity and representation – with the right safeguards” Is that the use of AI? Or is it the option of deeper machine learning using an LLM model? An AI with safeguards? Promote equity and representation? If the data is there, it might find reliable triggers if it knows where or what to look for. But the model needs to be taught and that is where data verification comes in, verified data leads to a validated model. As such to promote equity and presentation the dat needs to understand the two settings. Now we get the harder part “The term “equity” refers to fairness and justice and is distinguished from equality: Whereas equality means providing the same to all, equity means recognising that we do not all start from the same place and must acknowledge and make adjustments to imbalances.” Now see the term equity being used in all kinds of places and in real estate it means something different. Now what are the chances people mix these two up? How can you validate data when the verification is bungled? It is the simple singular vision that Microsoft people seem to forget. It is mostly about the deadline and that is where verification stuffs up. 

Satya Nadella is about technology that understands us and here we get the first problem. When we consider that “specifically large-language models such as ChatGPT – to be empathic, relevant and accurate, McIntyre says, they needs to be trained by a more diverse group of developers, engineers and researchers.” As I see it, without verification you have no validation and you merely get a bucket of data where everything is collected and whatever the result of it becomes an automated mess, hence my objection to it. So as we are given “Microsoft believes that AI can support diversity and inclusion (D&I) if these ideals are built into AI models in the first place”, we need to understand that the data doesn’t support it yet and to do this all data needs to be recollected and properly verified before we can even consider validating it. 

Then we get article 2 which I talked about a month ago the Wired article (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) we see the use of deeper machine learning where we are given ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’, yes a real brain bungle. Microsoft has a tool and criminals use it to get through cloud accounts. How is that helping anyone? The fact that Microsoft did not see this kink in their trains of thought and we are given “Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers” a simple approach of stopping the system from collecting and adhering to criminal minds. Whilst Windows Central gives us ‘A former security architect demonstrates 15 different ways to break Copilot: “Microsoft is trying, but if we are honest here, we don’t know how to build secure AI applications”’ beside the horror statement “Microsoft is trying” we get the rather annoying setting of “we don’t know how to build secure AI applications”. And this isn’t some student. Michael Bargury is an industry expert in cybersecurity seems to be focused on cloud security. So what ‘expertise’ does Microsoft have to offer? People who were there 3 weeks ago were shown 15 ways to break copilot and it is all over their 365 applications. At this stage Microsoft wants to push out broken if not an unstable environment where your data resides. Is there a larger need to immediately switch to AWS? 

Then we get a two parter. In the first part we see (at https://www.crn.com.au/news/salesforces-benioff-says-microsoft-ai-has-disappointed-so-many-customers-611296) CRN giving us the view of Marc Benioff from Salesforce giving us ‘Microsoft AI ‘has disappointed so many customers’’ and that is not all. We are given ““Last quarter alone, we saw a customer increase of over 60 per cent, and daily users have more than doubled – a clear indicator of Copilot’s value in the market,” Spataro said.” Words from Jared Spataro, Microsoft’s corporate vice president. All about sales and revenue. So where is the security at? Where are the fixes at? So we are then given ““When I talk to chief information officers directly and if you look at recent third-party data, organisations are betting on Microsoft for their AI transformation.” Microsoft has more than 400,000 partners worldwide, according to the vendor.” And here we have a new part. When you need to appease 400,000 partners things go wrong, they always do. How is anyones guess but whilst Microsoft is all focussed on the letter of the law and their revenue it is my speculated view that corners are cut on verification and validation (a little less on the second factor). And the second part in this comes from CX Today (at https://www.cxtoday.com/speech-analytics/microsoft-fires-back-rubbishes-benioffs-copilot-criticism/) where we are given ‘Microsoft Fires Back, Rubbishes Benioff’s Copilot Criticism’ with the text “Jared Spataro, Microsoft’s Corporate Vice President for AI at Work, rebutted the Salesforce CEO’s comments, claiming that the company had been receiving favourable feedback from its Copilot customers.” At this point I want to add the thought “How was that data filtered?” You see the article also gives us “While Benioff can hardly be viewed as an objective voice, Inc. Magazine recently gave the solution a D – rating, claiming that it is “not generating significant revenue” for its customers – suggesting that the CEO may have a point” as well as “despite Microsoft’s protestations, there have been rumblings of dissatisfaction from Copilot users” when the dust settles, I wonder how Microsoft will fare. You see I state that AI does not (yet) exist. The truth is that generative AI can have a place. And when AI is here, when it is actually here not many can use it. The hardware is too expensive and the systems will need close to months of testing. These new systems that is a lot, it would take years for simple binary systems to catch up. As such these LLM deeper machine learning systems will have a place, but I have seen tech companies fire up sales people and get the cream of it, but the customers will need a new set of spectacles to see the real deal. The premise that I see is that these people merely look at the groups they want, but it tends to be not so filtered and as such garbage comes into these systems. And that is where we end up with unverified and unvalidated data points. And to give you an artistic view consider the following when we use a one point perspective that is set to “a drawing method that shows how things appear to get smaller as they get further away, converging towards a single “vanishing point” on the horizon line” So that drawing might have 250,000 points. Now consider that data is unvalidated. That system now gets 5,000 extra floating points. What happens when these points invade the model? What is left of your art work? Now consider that data sets like this have 15,000,000 data points and every data point has 1,000,000 parameters. See the mess you end up with? Now go look into any system and see how Microsoft verifies their data. I could not find any white papers on this. A simple customer care point of view, I have had that for decades and Jared Spataro as I see it seemingly does not have that. He did not grace his speech with the essential need of data verification before validation. That is a simple point of view and it is my view that Microsoft will come up short again and again. So as I (simplistically) see it. Is by any chance, Jared Spataro anything more than a user missing Microsoft value at present?

Have a great day.

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Is the media now too corrupt?

That is the question that I saw coming my way (via my brain). I stumbled on an article accusing something bad, in many ways. The issue becomes that there was only ONE source. No one touched the article. Does it make it fake news? Or is the media now so corrupt that Microsoft gets a pass on everything? It is a serious question. You see the story starts with ‘Bombshell allegations that Microsoft is using Chinese employees inside China to oversee DoD, Federal government cloud infrastructure’ after all the anti-China rumbles, they are OK with this? 

The article (at https://lawenforcementtoday.com/bombshell-allegations-that-microsoft-using-chinese-employees-inside-china-to-oversee-dod-federal-government-cloud-infrastructure) gives plenty to worry about. If not Microsoft then at least the media. The setting tarts with “In September 2023, FBI Director Christopher Wray told a conference that China has a “bigger hacking program” than the competition. He warned that Beijing has a “cyber espionage program so vast that it is bigger than all of its major competitors combined.”” And it gets a lot worse after that. We get “Tom Schiller, a senior software developer with a stellar resume, is the CEO of Next Defense, a consultancy agency specialising in Virtual Reality and Artificial Intelligence for defense training. Schiller is a subject matter expert. He reached out to Law Enforcement Today, and what he told us was chilling. He told us of a program hatched between Microsoft and the Obama administration that is directly tied to China and puts our national security in peril.” This is the first setting that the media should have referred to this article. They have no issues copying text on faceless accusations against Crown Prince Mohammed bin Salman Al Saud, but this is not touched? And I waited a fair amount of hours (in case all the media was suddenly asleep). And before you think that this is nothing we get “After the raid, a China-based Microsoft spokesperson emailed, “We’re serious about complying with China’s laws and committed to SAIC’s questions and concerns.” That statement contradicts the Microsoft president’s statement before the House Homeland Security Committee in June 2014, when he said that the Chinese government had previously ordered the company to comply with their laws and probes. He said the Chinese were told that he “was not allowed that and will not.” Schiller also noted that Microsoft has shared source code with China and let them insert their own source code into Microsoft’s proprietary source code. That is a direct contradiction to the Microsoft president’s statement to Congress.” So we get the setting that a key member of Microsoft made a statement to Congress that seemingly is found to be contradictive. Take time to read the article, there is way too much in there and copying the text seems a little overactive, so I am putting a pdf version of that page at the end of the article. So the end does give a hot stick of dynamite. 

We are given “Schiller advised Gimenez that he had alerted the DoD CIO and DISA IG about a possible breach in the US cloud infrastructure. 

In my expert opinion, the breach has significantly compromised all U.S. Government and DoD cloud services, posing a grave ongoing and present danger to our nation’s security and the safety of the American people. He continued to explain to Gimenez Microsoft’s use of “un-cleared Chinese nationals based in China to conduct and control over 90% of the work and support for the Microsoft U.S. Government and DoD cloud environments,” explaining that the “authorisation agreement…was inadequately written, leaving things open-ended and unclarified.” He told Gimenez that “Microsoft has taken full advantage of this and has in turn used to essentially hand over control of the U.S. Sovereign Cloud to China,” adding that this had “actively been going on since around 2016.” Schiller told Gimenez he has “three additional senior-level whistleblowers from the Microsoft U.S. Government and DoD contract who are prepared to testify.” Schiller asked Gimenez to contact him so a complete briefing of facts could take place.” So lets recap the lessons of history. America goes anti China in a heartbeat. It sanctions Huawei (A Chinese company) and tells Europe to stop handing business deals to Huawei and now we see that China is managing the clouds of the Department of Defence and the US Governments? Where is the logic in this? 

And the way the media is silencing this makes even less sense. They weren’t the source and they could have stuck with their usual BS (like inserting words like ‘alleged’ and ‘anonymous sources let us know’) we see non of that and only ONE article comes up in Google Search? This does not make sense. I will not blame Microsoft without ‘evidence’ but this article is a clear setting of time going back to 2022 and no one saw this? 

I wonder if the media suddenly wakes up, their is something amiss in all of this. It is either one side, or the other side. In this scenario there is no non-side. Oh and the source of this piece was Law Enforcement Today, so I would side with the fact that this is a serious stage for the United States, or do we call them the Peoples Republic of America from this forward?

So have a nice day and remember in China they prefer Long Jing tea, you should have some in stock if you are in America.

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G-monopoly to the rescue?

Yup, that as the setting that imploded in my mind. It came at the doorstep of my sneaky sneaky creativity. You see when we consider the article at Reuters (with https://www.reuters.com/legal/us-judge-says-monopolist-google-cant-avoid-app-store-reforms-2024-08-14/) we might handle the stage of ‘US judge says ‘monopolist’ Google can’t avoid app store reforms’, we can agree, we can disagree (I disagree) but the setting is a stage that is not merely a mere ‘monopoliser’ it is quite a blanket cover of social inheritance. It comes at the dawn of a legion of Microsoft sycophants (agents of mediocrity) and that is a more dangerous stage then you realise. And always there is Microsoft trying to cut a nice corner for themselves. They failed five times over and they just can’t quit falling short of the rest of the pack where they want to ‘capture’ market share. For the non-regular readers of my blog the list is Adobe, Apple, Amazon, Google and Sony. And the loudest failures are Solarwinds and CrowdStrike. Even within the last week we saw several sources stage the boxing square using the Microsoft version of AI setting the dangerous premise of MAI (Microsoft AI) collecting the optional access of cloud systems. Now this is a premise that it is possible, not the setting that it has or currently is happening. But for reference when L’Oreal sees their revenue dwindle as one of the possible culprits namely Yatsen Holding, Estee Lauder, Avon Worldwide, Revlon, Coty, or CHANEL decides to take that short cut, L’Oreal will have a clear path what to do next. For their reference AWS can be found at Tour Carpe Diem, 31 Pl. des Corolles, 92400 Courbevoie, France. With the optional phone number is 3 315 660 2600.

Am I overreaching? 
It is a fair question, you see, I never much trusted cloud computing under Microsoft, not whilst there are valid options like Amazon (AWS), Apple, Google, and IBM available. I personally feel that Amazon is the superior provider, but I am NOT the best source of this information. I know too little about the G-Cloud, or the IBM version of that. Still the articles I read a few days ago scare my literally out of my skin. So there you have it.

So back to that, mainly judge James Donato in San Francisco. He heard Google and that greed driven Epic. You see Epic is in denial of an important factor. They accused Google of monopolising how consumers access apps on Android devices and how they pay for in-app transactions. The part that everyone seems to overlook is that Apple and Google had a similar plan in motion. This setting allowed Google and Apple to let everyone on-board. The small designers did not have to pay for massive amounts of money to get secure systems on-line. It is all done by these two providers. So they pay a little contribution and Epic immensely enjoyed that part of the equation and as they became more successful there need for more money (for stake holders and share holders) they decided to bite the had that fed them from poverty into wealth. Now that this part is over the hundreds of thousands developers can release an unbridled hatred towards Epic. But that is not merely the end of it. In this day and age of scammers and organised crime Epic is opening the floodgates towards these two players and I reckon that the first case (with evidence) that this is happening, both companies will both set a class action against Epic. So at that point where will the profits of Epic go? I reckon not too much towards their share holders, on the upside for them, litigation and trials are tax deductible. 

And whilst the media is all about the small player (multi billion Epic) against the titans of Industry (Apple and Google) I saw a new light. What if there was a new kind of monopoly game, with 4 players Amazon, Apple, Google and IBM and the board doesn’t represent streets, they represent cloud domains. There are still the utilities Electricity and Water (optionally called cooling) and the parks when all are obtained will give you a server-park item (hotel in the original game) and under that we get servers (up to 4) and the locations united will give you the upper hand in a server domain. The stations become continental backbones and they will have a secondary part. Should you get a station in a location, the servers get a +10% if you have all 4 you get a +20%. Now this is plenty of ‘over shadowing’ this game should have an educational side. So we have locations that invoke cyber security, social networking, AI and Data Warehousing. All have a -1% cost to your locations, if you have all 4 in one side of the board you get -10% costings (or 10% more efficiency). You see this might be a game, but the bulk or current users do not seem to comprehend the dangers that this case invoked. When the masses get to comprehend what is at stake and the fact that this is not completely set to a monopoly driven Google (or Apple for that matter), people might wake up to the danger they are exposing themselves to. And that part has been missing the to flame hungry (for the sake of money) media outlets. 

I always believed that games are a great way to teach people (when it is not Elden ring or Assassins creed) how to look at the image a little more clearly. So in that trend after the new movie yesterday, I decided to create a game for the occasion. It is the best move? OK, I am willing to concede that it might not be, but a free game that millions embrace tends to have a decent impact, more than we get now. And I am alway happy to engage with my sneaky sneaky creativity.

Well, the day is almost over, as such I will snore a forest into firewood and relax for my tomorrow hustle towards a morning with chicken and optionally some chili con carne. Enjoy your day.

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Setting of the day

On a good day
The Khaleej Times Jost informed me on how a good day comes to pass. Here (at https://www.khaleejtimes.com/uae/meet-the-uae-police-officer-who-uncovered-183-money-laundering-cases-in-15-years) we are introduced to Major Saad Ahmed Al Marzooqi. 

The headline ‘Meet the UAE police officer who uncovered 183 money laundering cases in 15 years’. We are also given “He was recently appointed as the first Emirati member of the Financial Action Task Force’s (FATF) International Cooperation Review Team” and we can be mesmerised, or brag about his abilities, but the numbers imply that he slightly uncovered more than one case a month. There are plenty of police forces all over the world where half of these numbers would imply a stellar career. As we gawk over “exposed 183 money laundering cases that are related to drugs and financial embezzlement. He had also created a database of incidents, which contributed to an increase in convictions from a monthly average of 3 to 14” we need to realise that the increase of 3 to 14 implies that this one person achieved more than any average police station in Europe. 

This is the kind of man the world needs and that will be explained in the next article, because the universe relies on balance and the imbalance we are about to see takes the cake and changes an optional day to night.

On a bad day
Yes like any hero that needs a antagonist to make things interesting, we have Microsoft in two mentions. Now this isn’t directly involving anyone at Microsoft, but the follies are a setting that makes things a lot worse.

First we get Wired (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) who gives us ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’ we get to see “Attacks on Microsoft’s Copilot AI allow for answers to be manipulated, data extracted, and security protections bypassed, new research shows” which is not good, but anything positive can me mauled into a criminal jester for organised crime. The additional “Microsoft raced to put generative AI at the heart of its systems. Ask a question about an upcoming meeting and the company’s Copilot AI system can pull answers from your emails, Teams chats, and files—a potential productivity boon. But these exact processes can also be abused by hackers.

Today at the Black Hat security conference in Las Vegas, researcher Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers, including using it to provide false references to files, exfiltrate some private data, and dodge Microsoft’s security protections.” Now, I haven’t seen this, but Wired has a solid enough level of credibility to not ignore this. And that isn’t all. Bargury gives the world “the ability to turn the AI into an automatic spear-phishing machine. Dubbed LOLCopilot, the red-teaming code Bargury created can—crucially, once a hacker has access to someone’s work email” as I speculatively see it a mediocrity solution to turn the Internet of Things into a machine serving organised crime, optionally the NSA too, well done Microsoft. As I see it, the workload of Major Al Marzooqi would increase fivefold when this hits the open world, actually it already has if I understood the words from Michael Bargury correctly. In this, we optionally an even bigger problem, or at least a lot of corporations will.

You see there is a second message, in this case from Cyber Security News (at https://cybersecuritynews.com/microsoft-entra-id-vulnerability/). They give us ‘Microsoft Entra ID (Azure AD) Vulnerability Let Attackers Gain Global Admin Access’ with the subtext “Security researchers have uncovered vulnerabilities in Microsoft’s Entra ID (formerly Azure Active Directory) dubbed “UnOAuthorized” which could allow unauthorised actions beyond expected controls” Now take these two parts together and the phishing expedition could hit every R&D system on the planet using Azure. I am certain that Microsoft will have some patch coming soon, but in the meantime the bulk of R&D (under Azure) will be vulnerable and approachable by many hacker and especially organised crime, because selling secrets to competitors tends to be a lucrative setting and most corporations aren’t that finicky in acquiring something that raises (and assures) the bonuses of the members of their boardroom. OK, this is speculative on my side, but wonder what some will do to get the upper hand in business, especially if there is a bonus raise involved. 

I wish I had a solution, but my personal feeling is that Microsoft has too many holes, loops and a whole rage of other issues and switching to either AWS, IBM cloud or Google Cloud tends to be an essential first step coming to my mind. Now, if there are sceptics who think that I am anti-Microsoft here, they are probably right. Therefor the Links to the two articles were added letting you look at the stories yourself. In the meantime I remember a story in April and it should be my ‘duty’ to inform SAMI that ‘BAE Systems and Microsoft join forces to equip defence programmes with innovative cloud technology’ had a nice article and with the two articles mentioned, SAMI could lay its hands on a truckload of BAE IP. Not sure how far they will get, but free IP is the way to go I say. So when you realise that a large corporation like British Aerospace with all the civilian and military hardware can be accessed, what chances do you think that Novo Nordisk (Denmark), LVMH (France), ASML (Netherlands), SAP (Germany), Hermez (France), L’Oreal (France) have? I do not know if any uses Azure, but it is a good moment for them to select one of the other companies. They could after the event sue Microsoft for damages, but Delta Airlines is already suing CrowdStrike and I am not sure how that will go. In the end it is my personal opinion that this could potentially bite Microsoft hard and it is one of the reasons I do not let them near my IP.

As I personally see it, the companies racing the be the first to launch their (fake) AI will now have a much larger impact. There were already fake data issues, but now the phishing options that are mentioned and when that gets linked to what Cyber Security News calls “UnOAuthorized” the entire IT game changes dramatically and I have no idea how that will play out. 

As my Sunday is almost over and Vancouver only just started there’s a chance we postulate that the next 72 hours will be an interesting one. Have a lovely day (when you are not on Azure).

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When does it become a lie?

That is the question. It is not as simple as it sounds and I understand that. But here we are, the BBC gives us an article. I almost passed it, but then I saw something that didn’t read right, so I dug a little deeper. Their disadvantage was that I had just read up on several cases for material, so I reopened it and it is time to give you the fruits of my labour.

The BBC (at https://www.bbc.com/news/articles/cy9eegg0rdvo) gives us ‘What could Google monopoly ruling mean for you?’. Well that is an open question but let me run you through the elements. 

The US said Google was currently paying firms like Apple huge amounts of money each year to be pre-installed as the default search engine on their devices or platforms”. OK, so this is a business proposition. Apple decided that the benefits of Google in their systems would help them in numerous ways and Google was willing to pay this. It was a price for services.

It comes with the repetitive quote “Apple’s Safari browser for example uses Google by default” what the BBC is not giving us is the offset that Apple would have to endure and they were getting $20,000,000,000 as a bandaid, if I got that kind of money I would say “Google slap me silly”. Now we get the parts that matter, it start with “Something that’s easier to imagine is some kind of choice screen, where people opening a browser for the first time are asked whether they’d like to use Google or an alternative like Microsoft’s Bing” This is hilarious. I have had first experience with Bing. Bing influencers were HIJACKING my search and pushing it through Bing. It took me days to undo that damage. Choosing between a bully and Google is not much of a choice. To put it mildly “Google has a 91% marketshare, Bing has 3.86%, where do you get the most bang for YOUR buck?” In this simple setting Google comes out on top EVERY time. And a secondary setting is that Bing has been around for 15 years. It isn’t just that Google is better, Bing has yet to show any level of pure innovation in searches. Microsoft lacks data, innovation and proper etiquette on search engines. 

Now we get to the issue I had, which starts with “Back in 1999, Microsoft found itself in a very similar situation to where Google is now.” You see, Netscape faced new competition from OmniWeb and Microsoft’s Internet Explorer 1.0, it continued to dominate the market in 1995 and beyond. In 1997 Netscape had 72% marketshare. That is, until Microsoft switch off the proverbial oxygen to Netscape and whilst the IE was free for all (it was installed with Windows 95), thing went south in several ways for Netscape and the one ‘ruler’ in those days became Microsoft with its Internet Explorer. Google released its browser in 2008. As such (as I see it) Microsoft wasted 10 years and within 2 years nearly everyone was using Google Chrome. They overwhelmed everyone with innovations. They released Chrome v9 in 2011 and Chrome v17 in 2012. What did Microsoft do? Nada, nothing, zip, zilch. In 2012, responding to Chrome’s popularity, Apple discontinued Safari for Windows, making it exclusively available on OS X (source: ubuntu life) . So here is the first setting. Apple made an educated choice. Create your own and reinvent the wheel or select the wheel maker of choice. Even at this point we need to recognise that Microsoft’s star was faltering and falling. That was then. Now there is a different setting. Then it was which American company gets the cake. Now it is different, China is now a much larger participant. They caught up with the US and even now the UAE and Saudi Arabia are massively catching up with America. They decide to waste the time of Google on trivial matters whilst calling it “monopolising” stating that the others should be given a ‘fair’ share. In this day and age it is handing the handling of the commerce horse to China and all the good it will do the American commerce. Small hint, it will not. 

There really more issues with Microsoft and particular with Edge and particularly Daniel Aleksandersen, who called this “clearly a user-hostile move that sees Windows compromise its own product usability in order to make it more difficult to use competing products.” There are issues with edge as Douglas J. Leith, a computer science professor from Trinity College, Dublin, Microsoft Edge is among the least private browsers. He explained, “from a privacy perspective Microsoft Edge is much more worrisome than the other browsers studied. These two quotes are on different sides of edge. But in aggregating these quotes it is my distinct believe that if Google Search is broken up, the American Department of Justice will receive roses from nearly every big organised crime syndicate. It is a mere believe I have, but after having suffered the edge bullies hijacking my browser and inserting edge ad a search engine against my wishes is the beginning of much more. The Verge accused edge of “spyware tactics”, a setting we have never seen Google use (speculation by me). In this day and age of commerce, the economy and data security you want to play with Google? I think that is a really bad idea.

Enjoy today, it is now midweek, the run to the weekend starts…….now.

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The loser iteration

Two days ago I wrote (at https://lawlordtobe.com/2024/08/04/the-judge-shouldnt/) with the headline ‘The judge shouldn’t’, it was part speculative and part what I see (again through my eyes it could be regarded as speculative). Today a mere 4 hours ago we get through the BBC (at https://www.bbc.com/news/articles/c0k44x6mge3o) ‘Google’s online search monopoly is illegal, US judge rules’. We are also given “Google was sued by the US Department of Justice in 2020 over its control of about 90% of the online search market.”, so lets take a look back. It started in 1995 and the ‘idea’ was completed in 1997. To turn about the setting in those days Microsoft was merely badgering their lack of knowledge and lam Netscape to get a browser dominance. Two youthful young sprouts namely Larry Page and Sergei Brin were ahead of the pack by a lot. They looked to a solution to search for text in publicly accessible documents offered by web servers, as opposed to other data. Microsoft was still trying to type words like HTTP and the clever people at Microsoft were able to type FTP. In the age of information the Google founders figured a few things out like ‘What are people trying to find’ this was against the grain for Microsoft who thought that corporations were the key and they went to ‘What are corporations willing to pay for’. The subtle difference is that Microsoft was working towards a slice of the $18,843,980,000,000 revenue that the fortune 500 represent. Google on the other hand decided to cater to its 31,000,000 employees. As such one could (oversimplified) cater to the simple fact that it would take Microsoft 9 million years to get as much data as Google. I do emphasis the oversimplification of this. I was not on the mindset of Google at first. You see I was a dedicated Yahoo user. It took 3 years until I saw that Google offered more and better result. As such in 3 years they gained a dominance. They surpassed Yahoo, Excite, Alta Vista and several other players. We can argue that it helped that Microsoft demolished Netscape. And in the decade that followed Google grew in strength and ability to cater to actual users not the CFO’s of 500 corporations. 

So when we see “It is one of several lawsuits that have been filed against the big tech companies as US antitrust authorities attempt to strengthen competition in the industry.” I believe that there is another ploy in play. The mediocrity losers (like Microsoft) want a slice of the cake they have no business being in. It isn’t just the ‘competition’ it is a reversal of technology that is in play. And in that setting the US is damaging the little benefit they have and leaving it all to China and true Chinese innovators like Huawei and Tencent. I reckon that by 2026 the mobile market will be overrun with Huawei in almost every non-americano place. They threw away the benefits when they forced Huawei to release HarmonyOS 5 years ago. 

Now we see that it is available in 77 languages and the turnover (as is) is getting stronger. Even now as EU nations are discarding the fear mongering of anti-China sentiment by American administration, and the strongest response that the EU nations give is ‘Show us evidence’, America has no answer to that other than debatable setting of ‘could’ and ‘expected’ whilst the evidence just isn’t there. And as we see an optional release this year of HarmonyOS NEXT, Android’s bough get broken on their sibling turning adult. So good luck with that.

Now we see a Judge giving us that there is a monopoly setting. I am not debating that (a lack of evidence I have), but the setting that we get from ““Google is a monopolist, and it has acted as one to maintain its monopoly,” Judge Mehta wrote in his 277-page opinion” as I see it, the maintenance of a unique field dominance is begotten by the lack of innovation by people like Microsoft who is spreading itself way too thin.  As evidence I ‘present’ Xbox, Solarwinds, CrowdStrike and the list goes on. You see ‘breaking up’ is merely a first step. They will then open the door and the abusive bully (Microsoft) will gleefully shout “Can I play here too?” With a debilitating browser called ‘Edge’. How is that progress? Don’t get me wrong if there is a decent player that can keep up with Google, even Google will applaud that. My worry is that the ideological setting of letting everyone in the sandbox play is all fine, but there is a reason that mothers do not allow toddlers in a sandbox until they reach a certain age. And bar them from playing when they get too old. The worry that I have is that this setting stops Google from evolving beyond the cookie (which is fine by the exploitative advertisers). The setting of other people’s greed who cannot evolve into newer territories. This could now allow Huawei and Tencent to gain even more innovative sides to push into markets where American stage are auto rejected. Tencent is on the cliffhanger to introduce their solution to 150,000,000 homes and they can get there by 2027. 

This will leave Microsoft in a stage where it has no options and no future. As these Fortune 500 will find ways to rise to new frontiers we will see them seeking IBM and Amazon solutions catering a larger downfall of Microsoft. In that stage there is certain a decent amount of space for Google. As they will hand a corporate solution to their ‘office’ suite Microsoft will lose more grounds. The only thing that keeps them up for some time is Excel. But the world is changing what was once a spreadsheet world now becomes an AWS environment and Google can cater there too. I do think that Googles forced push to breaking up is not a great solution, but Google has overcome harder challenges. 

This and my previous article ‘The judge shouldn’t’ gives us the premise that the Antitrust laws are possibly a little obsolete. Microsoft sees this as their ticket in and it is willing to cater to this as it hurts Apple and Google. Two parts the US desperately needs to work at optimum to stop themselves of being overrun by Chinese innovators. You see 7 years ago ByteDance introduced TikTok (not a Peter Pan crocodile). In 7 years it became a near equal of YouTube that was in play 12 years longer. Now I get that YouTube paved the was, but that is the usual tracks for New innovators, they go over the backs from those who went before. Now consider that and the fact that HarmonyOS is about to go toe to toe with Android in only 4 years. That is what I wrong. Not that we think about antitrust. I partially agree with antitrust sentiments. But we need to see that the greed driven use it to keep up, or not to lose their revenue. But that was never the concern of Google (or Apple for that matter). As I see it in the last decade the face of technology was set by Amazon (AWS), Apple (MacWares), Google (Android, G-wares) and IBM (large solutions and Quantum) they create the innovations, players like Microsoft should go under and seek revenue from the Fortune 500. They were the bees knees weren’t they? 

But as I see it, US District Judge Amit Mehta is allowed by law to hand it all over to Chinese innovators. When the EU, Commonwealth nations, Africa and Asia allow these innovator into their governments America becomes a party of one (with 330 million consumers). So consider that the other regions has over 7,500 million people. As I see it it is a hard lesson that America learns twice. Wasn’t the Google premise of 1997 not enough?

Enjoy your day and ponder what benefit was to be had from optionally breaking up Google and who were the actual beneficiaries (not the consumers clearly).

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How right I was

I knew I was right. It wasn’t merely my own conviction of self, it was the exposure of two sets of ‘evidence’ as given by some media. The first was my view of gaming, mobile gaming to be presenting the ‘evidence’ Even as it was an ‘advertising’ of the events. It still shows that I was right. You see gaming always pushing the view forward and they forgot what they left behind. I tried to warn Amazon of this, but did they listen? I fear not. Yet that setting now gives Tencent an approachable 5 billion annually as well as give their Tencent Cloud Streaming Services (CSS) an option to not just break into cloud streaming, they also could be handing their TGP (Tencent Gaming Platform) Box a play for the title role in gaming platforms within a year. As it goes forward the TGP will not be an unknown, it will grace third position nearly instantly with only Sony and Nintendo to pass afterwards. I reckon that within 2-3 years it will surpass Sony and Nintendo after that. The benefit for Tencent will not be replacing these two, it will mean that they will be placed next to either or in some cases both. That was the setting that Amazon faced. Yet whilst they heralded ‘Amazon Luna adds more than 40 new games, all from GOG’ last month, they failed to see the larger picture and now Tencent and their TGP are optionally set in a world where they surpass the streaming game providers nearly instantly. Amazon only had to look at the historic market and considered what was possible. Yet their executives didn’t look (apparently) further than the length of their nose and non of them had the nose of Cyrano de Bergerac (or C.D. Bales for that matter). The resulting setting is that Tencent (or as the US fears, China) now gets a new area with gaming Europe and the Middle East as new customers. Another field that the US (with assistance of a short sighted Microsoft) where they hand the keys to a Chinese company. And they did this to themselves. I opened the door by informing Amazon in November 2022 that this field was approachable and ready. So what do we see three days ago in the Financial Review? They title ‘Amazon shares drop as AI costs spook market’ is merely one part, the underlying “investors have signalled growing impatience with tech companies’ efforts to profit from their massive investments in AI”, as well as “Andy Jassy has been cutting costs and focusing on profitability in Amazon’s main online retail business while spending heavily on AI services, which the company has said represent a “multibillion-dollar revenue run rate business”” and all along (for at least 21 months of options towards an estimated $5,000,000,000 annual revenue ignored. How that for captaincy of a ‘Big Tech’ company? And as I saw the gaming precedency go in all directions except for the right one I see that my vision was correct all along.

In a place here they got to drill into new customer places they handed it all to the Chinese opponents. Yay to shortsightedness. 

The second part is a little harder to spot if you do not look in the right direction. That being said, there are a few debatable sights to that. In the first it is my interpretation of these layered facts and if proven right it is less of an issue. Yet I believe that Facebook set the larger premise by not properly investigating the ‘evidence’ they claimed. Their short sighted overseeing hat is going on (relying on ‘their’ AI) and not properly looking at the ‘rules’ or policies they have implemented now gives rise to an altering consumer base that could skip town (their platform), optionally handing a decent chunk of their customer base to Tencent as well. It will not drown them. But answer me this, if you have to report that 10% is skipping your platform. How many shareholders will be happy with the underlying speculated statistics that we get is “The company estimates that 4-5% of those accounts are fake, meaning there may be as many as 150 million fake accounts.” these are the numbers from Facebook. Yet the ‘reality’ from some is that it is 10%-15%. Now consider that these numbers remain and the percentage over the 100% base becomes a number over their ‘new’ 90% base. As such the new base is that it becomes 111% and I believe that 120% is more realistic. Now consider that every investor paying X mounts of dollars now hands their money to 8.3% non valid accounts. It sets the new premise to nearly one out of 10 advertisements misses the target completely. How long until they have to drop prices or actually resolve that issue whilst millions are going somewhere else. That was the second premise that Amazon missed and now we have a massive larger issue. Tencent seemingly has a larger target. In the first to gain their new consumer base all over the world and Facebook (and others) start losing market share. If you think this is nothing ask Microsoft (edge) how they faired against Chrome and whilst they will deny any losses consider that Edge only has a 5% market share against Chrome 65% and Safari 18%. Take that into the settings. Considering that Tencent has a larger reason to promote Harmony OS. A stage that would make China happy as a clam. It will not have a short term impact in view, but in this all Android users in several nations will now have an option to switch Android devices. And the Apple case that is before these courts (se yesterdays article) merely strengthens the premise. I reckon that the Eastern Europe, African, Asian and Middle Eastern countries have a first impact and in that setting  America is the first to lose global market share. This last bit I gave you is highly speculative, but as my settings are confirmed I feel that this is a direction is a valid one. And it is all founded on two players (Amazon and Facebook) let is happen on their watch. Don’t believe me, feel free to read the articles I put on my blog from November 30th 2022 onwards (and several before that). The captains of industry and their governmental tools believed their own spin (read: marketing BS) and took what they spun as ‘truth’. All whilst there were visible parties out there. 

Granted, I am talking in my own street and that is also debatable, but you could read up and conclude for yourself. As such two elements handing billions of revenue that certain players left lying on the floor and I have no non-existent AI, merely my own noggin and it is working fine, thank you very much.

Enjoy this Monday.

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The judge shouldn’t

I have two things on my mind. The first is the Olympics. I do not follow it every second, but I was ‘witness’ to two events. The first is a Canadian swimmer, I refer to her as Funny Flounder. I have a thing for alliteration. It is Summer McIntosh. This 17 year young swimmer, on her first Olympic challenge got 3 golden medals and one silver one, she also broke a few of her own world records. I reckon that over the next 6 Olympics she will win a lot more. It is amazing that any person at that age can have so much drive and focus. I know I have focus, but I could never achieve that result in any discipline, not even when I was in the height of my fencing days. Then there was the Dutch Femke Bol. I saw her in the last half of the leg she did, going from 4th to 1st and win the golden medal. I have never seen such an achievement and I am happy I did now. Yet, this was not what was occupying my mind. 

On my mind was the article (at https://www.khaleejtimes.com/business/tech/apple-asks-us-judge-to-toss-antitrust-lawsuit) where we see ‘Apple asks US judge to toss antitrust lawsuit’ we are given that it is one of five blockbuster monopoly cases pending against Big Tech companies. It was a story originally by Reuters. We are given “a lawsuit by federal and state antitrust regulators accusing it of illegally monopolising the smartphone market, saying the case would have a judge redesign its popular iPhone”. Fist off, I am not an expert on anti trust lawsuits and it will probably show in a moment.

I stand by Apple in this case. You see these people are in a wrong state of mind (and then some). I do not have an iPhone, I am an Android person and I will remain an Android person. I have nothing against Apple, I have had an iPad since the very first generation in 2010, it my present from me to me to use in University. It never let me down and in 2020 I replaced it with the iPad Air. 

The first never let my down until it was replaced and I am happy with this one too. So I do like the iOS system. My issue was that the world was eager to play down the iPhone for too much and in an age of wannabe’s thinking of their ego we saw the iPhone take the market by storm. It pretty much destroyed Nokia, Motorola and Microsoft (yes they had a mobile once). It headed ahead of Samsung (a brand I hate) and made short work of Google Pixel and Huawei with their assortment of mobiles. Actually the US government reduced the market share of Huawei. So to these antitrust regulators I state ‘Screw you’ (with a clear lack of anti trust laws). You see whilst the others were propagating their own ego’s and hide behind marketing presentations that were there to ‘appease’ the share holders, Apple did something else, they approached the customers, they listened and approach clients with presentations and newish innovation. So whilst they did that and released the ear buds and the smartwatches, the people looked and listened and joined the iPhone crowd. And there is more, The Sherman Antitrust Act of 1890 has ben around for a while, so where were they when Netscape was murdered by Microsoft? We have United States of America v. Microsoft Corporation, 253 F. 34 as well as the overturning in 2001, after 11 years in court. There is a difference. Apple created iOS in a presumed (by me) towards the IoT (Internet of Things) and Apple has always heralded interconnectivity on their systems. I have two really bad issues with Apple, but not with my iPod and iPad, they always functioned perfectly. 

This matters, because the US regulators are apparently fond of shooting themselves in the foot. 

And that is what will happen if a judge redesigns its popular iPhone. And the setting (as I see it) is that they never minded anything as Apple stayed in its niche market, but now with the smart phone it is different. You see ever since I looked into matters (around 2011) I saw that the stage was going to change. Mobile devices were going to be generic with optional simplified hardware, the power as going to be the software. So 5 devices and one program solution and for the most that is coming to pass. We have Apple, Google, Huawei and Samsung for the most and Microsoft is out of THAT race. The lag that Motorola and Nokia have are just too big. So when I see “The Justice Department, 19 states and Washington, D.C., accuse Apple of an illegal monopoly on smartphones maintained by imposing contractual restrictions on, and withholding critical access from, developers” I say ‘bollocks’ The issue is who are the iOS developers? In 2011 I have cess to the development kits of Apple (schoolwork) and I never entertained it other than the assignments I had. I was an Apple user, not a developer (I regret that a little right now). 

So when we see “an illegal monopoly on smartphones” I say that this is not an illegal monopoly, it is a system setting that they selected, other than Android (Google, Huawei, Samsung) and Windows (Microsoft), actually I am hard to keep a straight face when setting Windows on a mobile phone. Can you imagine the CrowdStrike damage mobile phones might have had to endure? Oh and when we see this did anyone consider the consequences that were on IBM, who basically forced people to rely on IBM hardware. Perhaps HP can rephrase the nightmare they faced on IBM with their printers. 

There is a second tier to this all, we need to consider that The Sherman Antitrust Act of 1890 is no longer the best way to go about this for more and more devices. As the mobiles become more generic and it will be on the software to trample a path into this all. When we consider that Google now has the Pixel 8a, Pixel 8 Pro, Pixel 8, Pixel Watch 2, Pixel Fold, Pixel Tablet. At least three of these systems are nearly identical, they have 1-2 processors difference. Their difference becomes the software. But that is now, I expect in the next 2-3 years that there will be more devices all powered by the same software and optionally the connecting devices (through the mobile phones) . The lawmakers of 1890 would have never expected this and the differences will grow even more.  And a prime example here is Microsoft. We now get “All you’ll need is a compatible Fire TV Stick, a Bluetooth-enabled wireless controller, and an Xbox Game Pass Ultimate subscription to stream Xbox games. Microsoft is working to allow Xbox Cloud Gaming to stream your entire Xbox library, and not just titles that are part of Game Pass.” Did anyone consider “a compatible Fire TV Stick”? So how long until they revamp the gaming industry with that solution? How long until they (a speculative view) impede devices through that connection where an error stops the Sony Playstation or Nintendo Switch to no longer with with their software because (speculative) software by Microsoft impeded it? Oh, they’ll be all apologetic, but the damage will have been done. We see (at Microsoft) “The Program Install and Uninstall troubleshooter helps you automatically repair issues when you’re blocked from installing or removing programs. It also fixes corrupted registry keys”, so this issue has been around from Windows 7 (2009), and was still around in Windows 10 (2015), so it was an issue for at least 6 years. Do we really want them to get involved? Come to think of it, l I would be on the first plane to Shenzhen if it comes to that. Oh and I haven’t even considered the damage that solution would do to the Amazon Luna. Apple had a solution and it has propagated that solution to all things Apple. They marketed their solution widely and innovatively and innovation is what is missed in many Big Tech companies. Too give another example, last year Apple did something Awesome. We see a meeting with a youthful young sprout (Tim Cook) reporting to Gaia and getting lectured by her. The brilliance was that plenty of companies took a paragraph out of their time to publish that they are on track to be carbon zero. Apple made it a presentation (advertisement) whilst giving a report of their directions. It was funny and it was pretty brilliant. Google and Amazon missed the boat and there was no value in copying that. So that is the innovative presentations that are Apple. The bigger picture is that mobile phones are presented through marketing and Apple marketing slaps the marketing of Google and Samsung. So we see “an illegal monopoly on smartphones” all whilst the others aren’t doing their bit to keep up (or seemingly keep up), so why punish Apple for that?

As I see it the judge has to toss the case, of not for the logic then for the reality that if this setting is pushed and Microsoft steps in, then we come to the conclusion that the US government is merely a tools for Microsoft to stop it from collapsing on itself (my personal view).

Well that was me today. 190 minutes from Monday here now, Vancouver is still pre Sunday breakfast. Have a fun day everyone.

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It was never rocket science

Yup, that is the gist of it. And it seems that people are starting to wake up. You see the biggest issue I have had with any mention of AI, is that it doesn’t (yet) exist. People can shout AI on every corner, but soon the realisation comes in that they were wrong all the time will hurt them, it will hurt them badly. And this is merely a sideline to the issue. The issue is Microsoft and lets get through some articles.

1. Microsoft says cyber-attack triggered latest outage
The first one is (at https://www.bbc.com/news/articles/c903e793w74o) where we see “It comes less than two weeks after a major global outage left around 8.5 million computers using Microsoft systems inaccessible, impacting healthcare and travel, after a flawed software update by cybersecurity firm CrowdStrike. While the initial trigger event was a Distributed Denial-of-Service (DDoS) attack… initial investigations suggest that an error in the implementation of our defences amplified the impact of the attack rather than mitigating it,” said an update on the website of the Microsoft Azure cloud computing platform.” The easiest way of explaining this is to compare Azure to a ball. A foot ball has (usually) 12 regular pentagons and 20 regular hexagons. They are stitched together. Now under normal conditions this is fine. However software is not any given shape, implying that a lot more stitches are required. Now consider that Microsoft 365 is used by over a million corporations. Now consider that a lot of them do not use the same configuration. This implies that we have thousand of differently stitched balls and the stitches is where it can go wrong. This is where we see the proverbial “the implementation of our defences amplified the impact of the attack rather than mitigating it” Microsoft has been so driven by using it all, that they merely advance the risk. And it doesn’t end here. CrowdStrike is another example. We see the news and the fake one person claiming responsibility for it. Yet the reality is that there is a lot more wrong than anyone is considering. These two events pretty much prove that Microsoft has policy and procedure flaws. It is easy to blame Microsoft, but the reality is that we see spin and the trust in Microsoft is pretty much gone. People say “Microsoft’s cloud revenue was 39.3% higher”, yes this is the case, and considering that Amazon was originally a ‘bookshop’, so they went against the larger techies like IBM and Microsoft and they got 31% of the global market share. Not bad for a bookshop. And the equation gets worse for Microsoft, these two events could cost them up to 10% market share. In which direction these 10% go is another matter. AWS is not alone here. 

I was serious about not letting Microsoft near my IP. I had hoped that Amazon would take it (they have the Amazon Luna) but it seems that Andy Jesse is not hungry for an additional 5 billion annually (in the first stage). 

And as Microsoft adds more and more to their arsenal these problems will become more frequent and inflicts damage on more of their customers. Do I have evidence? No, but it wasn’t hard and my example might give you the consideration to ponder where you could/should go next. 

2. Microsoft Earnings: Stock Tanks As AI Business Growth Worse Than Expected
In the second story we see (at https://www.forbes.com/sites/dereksaul/2024/07/30/microsoft-earnings-stock-tanks-as-ai-business-growth-worse-than-expected/) that Forbes is giving us “shares of Microsoft cratered about 7% following the earnings announcement, already nursing a more than 8% decline over the last three weeks” with the added “Microsoft’s crucial AI businesses was worse than expected, as its 29% growth in its Azure cloud computing unit fell short of projections of 31%, and sales in its AI-heavy intelligent cloud division was $28.5 billion, below estimates of $28.7 billion” As stated by me (as well as plenty of others) there is no AI. You see AI would give the program thinking skills, they do not have any. They kind of speculate and they have lots of scenario to give you the conditional feeling that they are talking “in your street” but that is not the case. For this simple illustration we get Wired (at https://www.wired.com/story/microsoft-ai-copilot-chatbot-election-conspiracy/) giving us ‘Microsoft’s AI Chatbot Replies to Election Questions With Conspiracies, Fake Scandals, and Lies’, so how does this work? You see the program (LLM) looks at what ‘we’ search for, yet in this the setting is smudged by conspiracy theorists, troll farms and influencers. The first two push the models out of synch. Wired gives us “Research shared exclusively with WIRED shows that Copilot, Microsoft’s AI chatbot, often responds to questions about elections with lies and conspiracy theories.” Now consider that this is pushed onto all the other systems. Then we are treated to “Microsoft’s AI chatbot is responding with out-of-date or incorrect information”, so not only is the data wrong, it is out of date, as I see it what they call ‘training data’ is as I see it incorrect, out of data and unverified. How AI is that? A actual real AI is set on a Quantum computer (IBM has that, although in its infancy) a more robust version of shallow circuits (not sure if we are there yet) and is driven not by binary systems but framed on an Ypsilon particle system, which was proven by a Dutch physicist around 2020 (I forgot the name). This particle has another option. We currently have NULL, Zero and One. The Ypsilon particle has NULL, Zero, One and BOTH. A setting that changes everything.

But the implementation into servers is to be expected around 2037 (a speculation by me) then we get to the thinking programs and an actual AI. So when we see AI, we need to see that is a program that can course through data and give you the most likely outcome. I will admit that for a lot of people it will fit, but not for all and there we get the problem. You see Microsoft will blame all sources and all kind of people, but in the end it will be up to the programmer to show their algorithm is correct and as I am telling you now that it comes down to unverified data. How does that come over to you? 

When you consider that Wired also gave us “it listed numerous GOP candidates who have already pulled out of the race.” The issue of how out of date data is becomes clear. We see all these clever options that others give us, but when some LLM (labeled AI) is un-updated and unreliable, how secure remains your position when you base decision making streams on the wrong data? And that is merely a sales track. 

The last teaspoon is given to us by The Guardian. The Guardian (at https://www.theguardian.com/technology/2024/mar/06/microsoft-ai-explicit-image-safety) gave us on March 7th 2024:

3. Microsoft ignored safety problems with AI image generator, engineer complains
So when you consider the previous parts (especially CrowdStrike) “Shane Jones said he warned management about the lack of safeguards several times, but it didn’t result in any action” Microsoft will state that this is another issue. But I spoke about wrong data, out of date data and unverified data. And now we see that the lack of safeguards and inaction would make things worse and a lot faster than you think. You see as long as there is no real AI, all data needs to be verified and that does not seem to be the case in too many setting. I spoke about policy issues and procedural issues. Well here we get the gist “it didn’t result in any action” and we keep on seeing issues with Microsoft. So how many times will you face this? And that is before people realise that their IP are on Azure servers. So how many procedural flaws will your research we driven into until it is all on a Russian or Chinese or North Korean enabled server (most likely by Russia or China, which is a speculation by me).

As such, it was never rocket science, look at any corporation and in their divisions there will always be one person who thinks of number one (himself) and in that setting how safe are you? 

There is a reason that I do not want Microsoft near my IP. I can only hope that someone waked up and give me a nice retirement present ($30M post taxation would be nice).

Enjoy the day.

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