Tag Archives: Microsoft

December 16, 2025 · 10:39

President Bully

Here I was, telling myself that the world is screwed up and behest and behold the world shows me I am right. So as a well known person (who I will not name) set the world on fire with his tweet (see below), I suddenly had a massive idea and as I am already working on three scripts I thought I put the idea here, for the entertaining person (likely an American democrat) to make this into a real script. Feel free to hack it in many ways you see fit and know that I would be happy to receive a donation for the idea, but that is largely in your hands. Know that I put this here for all to enjoy.

So as the world is on fire (seeing the massive response to this tweet on both the Republican and Democratic side of the isle) I thought that a script that pleases at least 40% of the American people might be the way to go. So here goes.

BEGIN
The day was nice and sunny and a simple man was walking on the street. He was suddenly halted by a woman pretending to be his friend and as he looked with questions at the women car suddenly halted and bricked him away. [END SCENE]

The man was in a room his bag was taken away from him and the people were talking at him, not to him. He was barely listening because he was confused, he was taken from the street without force and he was placed in a room. There were people who were speaking to each other, there was some disagreement between them and suddenly someone spoke to him. “We were in error” sign this release form and we will put you on your way. He looked suspiciously and looked at the form. It was in a holder and it stated a few things about a release form and a penalty fine imposed on the people who arrested him. The amount was $5000. He looked strangely relieved, it was more than he had seen in several months. So he signed the paper, and he got his 50 bills of 100 dollars. He took his bag and he left the place. [END SCENE]

It was 8 o’clock clock and he was watching the news. It showed something from Microsoft, he wasn’t listening and they had made billions in a deal. He wasn’t up to this and he was about to shut down the TV when he noticed a man standing there. It was a man that was in that room with him and suddenly he had a distinct feeling of unease. And he suddenly looked into his bag. The backup drive had gone. He was beside himself and the next day the news showed a white house setting where Microsoft made a massive announcement that would bring billions into the American economy. And the man became furious beyond believe. [END SCENE]

He ran to the nearest SBS station and gave his recollection of the day he was ‘abducted’, they listened to him, but there was little intent of following up. He recognised that he must have sounded like a deranged person and he got that. When he left the SBS studio, people from Channel 7 were waiting for him asking him “What does it feel to hand over IP worth billions for a few thousand dollars?” He denied doing that, and gave the response what he encountered. And he wasn’t taken seriously. Later that day the news was all jumbled up and the responses were edited for maximum digital dollar effects. He was beyond angry. He then remembered that there were other people involved and he waited around the corner of the American consulate waiting for a chance to get even and after 2-3 hours he got lucky, he recognised one of the men and with chopsticks he ran over to the man approaching his from behind, kicking him in the balls and shouting at him. Who did this? Who ordered the theft of my IP? And the man gave a simple “Fuck you!” Which drove the man insane and he shoved the chopstick into his nostril into his brain. Killing the man on sight. It was less then 10 seconds when the police arrested him for murder. [END SCENE]

We now get a court case, where the man is found guilty of manslaughter, not murder and convicted for 10 years in a maximum prison. After a week he is transferred and before he knows where he is put on a military plane and whisked of to Marine Corps Base Camp Lejeune where he become an inmate of the MCIEAST regional brig classified as an intelligence prisoner. There he stayed for 7 years, he was then released as a 70 year old person. [END SCENE]

We then get a setting of vengeance. First we get hits on Sydney harbour, ships sinking and we see the same happen to Jacksonville and the Port of South Louisiana. We see the attacks and we see the fallout, but the story in between the attacks show the ingenuity of the writer who was imprisoned. The ships sing making these ports unproductive for months. Whilst the settings are given of the billions of dollars of damage that these attacks bring, we are given the news how ‘former’ president Trump raked in the revenue of billions from Microsoft (who was making a lot more) and now the snippets are joined together as we see the man making a vengeance tour of America. Then we see the port of San Francisco losing several piers to sinking ships and the fallout that this brings to the city, in addition, we see several ferries sink on the spot in total 8 ships sunk leave a very lasting impression of the harbour which will now operate at a mere 30% making the city lose billions and billions in cleaning fees. Next on the list is Los Angeles, around the Angel’s Gate Lighthouse 3 ships are sunk making most of the harbour unavailable. Now we get to see the new setting, the missing snippets are that the man is seeking revenge and a Chinese splinter group, people who hate America are willing to fund the attacks and the stealth solution to what the man invented years before he was incarcerated thought of, and the fun part was that Microsoft had all this knowledge, but they saw it as the ravings of a person who never amounted to anything and that was exactly the setting the group which was a splinter group of the Chinese Communist Party (CCP) was hoping for. The man disappears, no-one knows where, but we see a small scene of an old man in the Changbaishan International Resort (Jilin Province), enjoying a cup of tea with a young lady at his side. He looks over the ski slopes. In the mean time the harshest insult a person can get in America is to be called a Trumpist, America is looking towards decades of hash living conditions as the evidence seems to be popping up what happened between Microsoft and the White House. Microsoft is rejected all over Europe and the Commonwealth and the Commonwealth no longer considers itself an ally of America. The democrats who follow are between a rock and a hard place. Republicans are shunned all over America.
THE END

So this is what I have so far and I have had the tweet for less then 4 hours. So in view of the loss of Rob Reiner, who gave us  All in the Family (My introduction to Rob Reiner), the Princess bride, When Harry met Sally, Misery and a Few good men and several others. I think I countered the tweet by @realDonaldTrump, I think I got my creative revenge. I didn’t get to introduce on how Ivanka and Barron Trump had to flee to Russia as most Americans had their fill of the Trumps where they get to be toys of the Russian Mafia. Well the world turns in many unexpected ways. 

How you like my sense of consideration Mister President? 

Have a lovely day and take a moment to remember the works of Rob Reiner. I have many good and happy thoughts of his work, even if a never realised what an impact he had on me as a teenager watching Carroll O’Connor and Jean Stapleton giving us their version of America.

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December 9, 2025 · 17:10

The increased revenue setting

That is what we look for and I found another setting in something called Airport technology. You see, we see ‘King Salman International Airport, Saudi Arabia’  (at https://www.airport-technology.com/projects/king-salman-international-airport-saudi-arabia/) and the facts are clear. An airport that covers about 57km², positioning it among the largest airports by footprint and is said to “KSIA is expected to handle up to 120 million travelers by 2030, and up to 185 million passengers and 3.5 million tonnes of cargo by 2050” But I saw more. You see, on the 26th of September I wrote ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) where I saw the presentation of an Near Intelligent Parsing (NIP) thought that could revolutionise lost and found settings in airports, on railway stations and a few other places, the instant winners of this idea would be Dubai International, Abu Dhabi international, London Heathrow and several other places and now also King Salman International Airport (KSIA), I would make some alterations to it all. In stead of entering it all, use PDA’s to records the data as it happens and when it is all entered use what they use in Australian hospitals for wristbands, print that data and attack it to whatever is found. If this is properly done, it will be done in mere minutes and within an hour people can look for the items, they could pick it up on the way back, in some cases it could be delivered to their hotel. This would be customer service of a much higher degree. And as I see it, the five airports (namely King Khalid International Airport, King Abdulaziz International Airport, King Salman International Airport,  Dubai International Airport and Zayed International Airport) could become the frontrunner to make an Near Intelligent Parsing (NIP) solution (not calling a solution based on DML/LLM AI) that could be the next solution for airports al over the world and there is some personal gratification to see America talk about how great their AI solutions are, whilst the little guy in Australia found a solution and hands it over to either Saudi Arabia or the UAE. A solution that was out there in the open and players like Microsoft (Google and Amazon too) merely left it laying on the floor and the elements were clearly there, so I hand it over to these two hungry places with the need to see what it can offer for them and in this it isn’t mine. It was presented by Roger Garcia (from Interworks) and the printing setting is already out there. Merely the joining of two solutions and they are done. So as I see it, another folly for Microsoft (honestly Google and Amazon too). This setting could have been seen by a larger number of players and they all seemingly fell asleep on the job. But if I know what Saudi’s and Emirati’s do when they see something that will work for them. They get really active. And so they should.

And consider that these airports will cater to close to half a billion travelers annually, and as such they will need a much better solution than whatever they at present have and there is the setting for Interworks. And when these solutions set the station towards delivering what was lost, the quality scores will go skywards and that is the second setting where the west is bottoming out. One presentation set the option from grind to red carpet walking. A setting overlooked by those captains of industry.

Good work guys!

So whilst I start preparing for the next IP thought I am having there is still some space to counter the US and its flaming EU critique. Let us remind America that the EU was the collection of ideas from America retail who were tired of dealing with all those currencies and in the late 80’s AMERICANS decided to sell the Euro to Europeans, all because they couldn’t sort out their currency software (or currency logistics) and now that it starts working against them they cry like little girls. Go cry me a river. In the meantime I will put ideas worth multiple millions online and let it fly for the revenue hungry salespeople (and consultants). In this case it wasn’t my idea, I merely adjusted an idea from Interworks and slapped some IP (owned by others) to make a more robust solution. I merely hope to positively charge my karma for when it matters.

Have a great day, except Vancouver, they are still somewhere yesterday.

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December 6, 2025 · 20:40

TBD CEO OpenAI 

That is the thought I had, yesterday, 5 hours after I wrote my piece, I still saw the news appear all over the media, some on it was getting a ridiculous amount of attention, so I decided to take another look at some of this. First there was the Business insider (at https://www.businessinsider.com/openai-code-red-chatgpt-advertising-google-search-gemini-2025-12) giving us ‘OpenAI’s Code Red: Protect the loop, delay the loot’ where we see “Focus on improving ChatGPT, and pause lower-priority initiatives. The most striking pause is advertising. Why delay such a lucrative opportunity at a moment when OpenAI’s finances face intense scrutiny? Because in tech, nothing matters more than users.” This was followed by “Every query and click fed a feedback loop: user behavior informed ranking systems, which improved results, which attracted more users. Over time, that loop became an impenetrable moat. Competing with it has proven nearly impossible.

ChatGPT occupies a similar position for AI assistants. Nearly a billion people now interact with it weekly, giving OpenAI an unmatched new window into human intent, curiosity, and decision-making. Each prompt and reply can be fed back into model training, evaluations, and reinforcement learning to strengthen what is arguably the world’s most powerful AI feedback loop.” All this makes sense, it comes with the nearly mandatory “Google’s Gemini 3 rollout has lured new users. If ChatGPT’s quality slips or feels cluttered, defecting to Google becomes easier. Introducing ads now risks exactly that. Even mildly irritated users could view ads as one annoyance too many.” Whilst in the background we are ‘sensitive’ to “OpenAI has already committed to spending hundreds of billions of dollars on infrastructure to serve ChatGPT at a global scale. At some point, those bills will force the company to monetize more aggressively.

If OpenAI manages to build even half of Google’s Search ads business in an AI-native form, it could generate roughly $50 billion in annual profit. That’s one way to fund its colossal ambitions.” This gives OpenAI a two sided blade in the back. It was a good ploy, but that ploy is deemed to be counter productive and I get that, but dropping the ads might sting with the investors as It was the dimes that they were seeing coming their way and ChatGPT needs to make a smooth entry all the way to the next update, which will be near impossible to avoid in several ways. Google has the inside track now and whilst there are a few settings that are ‘malleable’ for the users, the smooth look is essential for ChatGPT to continue. And that is before other start looking at the low quality data it verifies against. Google has, as I see it, exactly the same problem, but as I see it, ChatGPT gets it now in advance. 

Newcomer (at https://www.newcomer.co/p/openais-code-red-shows-the-power) gives us “In truth, as Newcomer’s Tom Dotan wrote back in April, Google, with all of its formidable assets, was never very far behind. Nor is it currently very far ahead. Anthropic too has always been essentially neck-and-neck with OpenAI on the core technology. The capabilities of the big foundation models, and even some lighter ones like DeepSeek, are broadly similar. Marc Benioff, himself a skilled practitioner in the arts of attention, even claimed this week that the big models will be interchangeable commodities, like disk drives. Yet the perception of who’s on top matters quite a lot at a moment when consumers, enterprise technology buyers, and investors are all deciding where to place some highly consequential long-term bets. That brings us back to Altman’s “Code Red.”” Is a truth in itself, but the next part “while the alarm came in a company-wide memo that wasn’t officially announced publicly, we can stipulate that the “leak” of the memo, if not necessarily orchestrated, was almost certainly part of the plan. A media maestro like Altman surely knew that a memo going out to thousands of employees with charged language like “Code Red” was all but guaranteed to make its way to the press. Publicizing a panicked internal reaction to a competitor’s new product might seem like a counter-intuitive way to maintain your reputation as the industry leader.” As I see it, someone in Microsoft marketing earned his dollars in marketing that day, but this is a personal feeling, I have no data to back it up. It is now up to Sam Altman to deliver his ‘new’ version in the coming week and it better the a great new release, or as I see it, there will be heads rolling all over the floor and Sam Altman knows that the pressure is up. I don’t think he is scared as some media says, but he is definitely worried, because this setting will set the record of $13 billion straight, into or away from Microsoft and Sam Altman knows this, as such he is probably a little worried and in a software release any of a hundred things can go wrong and they all need to go right at present. 

Then we get “Altman and OpenAI are so good at making news that it’s sometimes hard to tell what’s real.” So, isn’t that the setting all the time? I have always seen Sam Altman as a bad second hands car salesman, That is my take, but I have had a healthy disgust for salespeople for over 30 years. I am a service person, Technical support, customer support. That was always my field. I am not against sales, merely against cleaning up their messes. At times this comes with the territory, shit happens, but those salespeople overselling something just so that they can fill their pipeline and make their numbers are not acceptable to me. To illustrate this, A little setting (devoid of names and brands) “A salesperson came to me with what he needed. We could not do that and I told him, so off he goes calling every technical support person on the planet until he found one that agreed with him and then he sold the solution to the customer and hung that persona name on this. I had to clean up the mess and set up a credit invoice, but after I went through the whole 9 yards making it over 30 days ensuring him that he kept his commission” that is the type I am disgusted with because the brands as a whole suffers, all for the need of greed. It is short sighted thinking. I goes nowhere, but his monthly revenue was guaranteed. And I feel that Sam Altman is not completely like that, but it is the ‘offset’ of salespeople that I carry within me. For me protecting the product and the customer are first and foremost on my mind. 

Then we get Futurism (at https://futurism.com/artificial-intelligence/openai-is-suddenly-in-major-trouble) where we see ‘OpenAI Is Suddenly in Major Trouble’ OK, is this true? We are given “The financial stakes are almost comical in their magnitude: The company is lighting billions of dollars on fire, with no end in sight; it’s committed to spending well over $1 trillion over the next several years while simultaneously losing a staggering sum each quarter. And revenues are lagging far behind, with the vast majority of ChatGPT users balking at the idea of paying for a subscription.” I don’t agree with this setting. You either pay, or you see advertisement that is the setting. There are no free rides and the sooner you realise this, the easier this gets. Then we are given “Meanwhile, Google has made major strides, quickly catching up with OpenAI’s claimed 800 million or so weekly active ChatGPT users as of September. Worse yet, Google is far better positioned to turn generative AI into a viable business — all while minting a comfortable $30 billion in profit each quarter, as the Washington Post points out.” I agree with the setting the Washington Post sets out with and Google does have an advantage, but that is still relying on the fact that Sam Altman does not get his new version seen as stellar in the coming week. He still has a much larger issue, but that is for later. All this comes at the price of being in the frontrunner team. Easy does it, there is no other way and the stakes are set rather high. So then we are given “In a Thursday note, Deutsche Bank analyst Jim Reid estimated staggering losses for OpenAI amounting to $140 billion between 2024 and 2029.” This is probably true, but where are the numbers. $140 billion over 5 years is one, but what revenue is set against it? Because if this is still set against a revenue number that OpenAI keeps making they are going decently sweet, the numbers were never in debate, the return on investment was and these stakes are high and there is no debating that, these numbers are either given or they are not. 

Then we are given something that makes sense ““OpenAI may continue to attract significant funding and could ultimately develop products that generate substantial profits and revolutionize the world,” he wrote, as quoted by WaPo. “But at present, no start-up in history has operated with expected losses on anything approaching this scale.” “We are firmly in uncharted territory,” Reid added.” I agree, in several ways, but the revenue is not given as such the real deal is absent. Consider YouTube, did anyone see the upside of a $1.65 billion acquisition 20 years ago? It now generates $36.1 billion in annual revenue (2024), Microsoft and OpenAI are banking on that same setting and Microsoft needs it to get a quality replacement for Clippy and they are banking on ChatGPT, this will only happen if they win over Google and I have my doubts on this. There is no real evidence because the new version isn’t ready yet, but it really needs one hitch to make it all burn down and Altman knows this. The numbers or better, the statistics are not on his side. And as I haven’t see a decent software price fight for a while, so I am keeping my thumbs up for Altman (I am however a through and through Google guy). This is a worthy fight watching and I am wondering how this might evolves over the next week.

The stakes are high, the challenge is high, lets see if Sam Altman rises to the occasion. It’s almost Sunday for me so have a great day you all, I reckon that Ryan Reynolds is about 6 hours from breakfast in Vancouver now.

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December 5, 2025 · 22:25

The rockstar wannabe

There is a setting we at times ignore. When so called ‘important’ people hide behind movie settings like Sam Altman is when he calls for ‘Code Red’ (at https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals) I tend to get frisky and a little stir crazy, but as we see the Guardian, we are given “According to a report by tech news site the Information, the chief executive of the San Francisco-based startup told staff in an internal memo: “We are at a critical time for ChatGPT.”

OpenAI has been rattled by the success of Google’s latest AI model, Gemini 3, and is devoting more internal resources to improving ChatGPT. Last month, Altman told employees that the launch of Gemini 3, which has outperformed rivals on various benchmarks, could create “temporary economic headwinds” for the company. He added: “I expect the vibes out there to be rough for a bit.”” So after all the presentations and the posturing by OpenAI’s CEO Sam Altman, we are now confronted that the CEO of Google, Sundar Pichai smirking and devouring a Beef Vindaloo with naan bread casually passed Sam Altman by and overtook his setting of ChatGPT with Gemini 3. 

We are given “Marc Benioff, the chief executive of the $220bn (£166bn) software group Salesforce, wrote last month that he had switched allegiance to Gemini 3 and was “not going back” after trying Google’s latest AI release. “I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane – reasoning, speed, images, video … everything is sharper and faster. It feels like the world just changed, again,” he wrote on X.” And if a BI guy like Marc Benioff makes that jump, a lot of others will do too and that is what is truly frightening to Microsoft who owns a little below 30% of all this, it is nice to have a DML solution that has a population of zero, OK, not zero but ridiculously small because as ever (and not surprising) Google is showing his brilliance and overtook the wannabe.

So whilst Sam Altman decided that he was the next Elon Musk we see (at https://gizmodo.com/sam-altman-wants-his-own-rocket-company-2000695680) that ‘Sam Altman Wants His Own Rocket Company’ and we see here “Altman was reportedly considering investing billions into Stoke Space, a Seattle-based startup that’s developing a reusable rocket, to gain a controlling stake in the company, according to The Wall Street Journal. The talks between Altman and Stoke took place over the summer and picked up in the fall. Although no deal has been made yet, Altman intended on either buying or partnering with a rocket company so that he would be able to deploy AI data centers to space.” So whilst Sammy the Oldman, sorry Sam Altman was turning his focus towards space Sundar Pichai surpassed him in the DML field because Sundar, beside his need for Beef Vindaloo was seemingly focussed on the Data matters of Google, allegedly not with his head in space.

And now we see (at https://futurism.com/artificial-intelligence/sam-altman-code-red) that ‘Sam Altman Is Suddenly Terrified’ and now we are given “The all-out brawl that followed in the subsequent years, with AI companies trying to outdo each other with their own offerings as investors threw tens of billions of dollars at the tech, has shifted the dynamics considerably.

And now, the tables have officially turned: OpenAI CEO Sam Altman has declared his own “code red” in a memo to employees this week, as the Wall Street Journal reports, urging staffers to improve the quality of the company’s blockbuster chatbot, even at the cost of delaying other projects.” So as I see it, Sam Altman was ready to be the next rockstar of Microsoft surpassing all others, but Google (say Sundar Pichai) had been sitting on a throne for the better part of two decades, they had relented the Console war (their Google Stadia) towards Amazon with the Amazon Luna. And that might have been a sore loss. So when another ‘upstart’ comes with a great idea, Google recounts and Gemini was the result, or that is at least how I see it. And by the time version three was ready, Gemini was back in the lead or so they say.

So now Sam Altman is in a bind, he needs to evolve ChatGPT and that might have been be in what some call a pickle, so whilst Sam Altman was looking at the sky, Google took the time to overtake Sam Altman with Gemini 3. And now the storm has reached the shores of the financial industry. Now Microsoft is in a pickle, because the OpenAI is now due to the investment marked the start of a partnership between the cloud computing firm and the AI research company that has since grown to more than US$13bn in total commitments. Microsoft and OpenAI are bound to ChatGPT to the nihilistic setting of these firms losing 13 billion in value, so when that happens, what more will unfold? I am not stating that this will burst the AI bubble, but as I see it Sam Altman will see his halo decrease looking a lot like a zero, and Microsoft sees the tally of failures increase to two, first builder.ai, now we see that Microsoft is surpassed again by Google, which is not a great surprise to me. 

And as Futurism gives us “Google, though, has a major financial advantage by already being profitable. It can afford to spend aggressively on data centers, at least for the time being. That’s besides Google Search having been the de facto search engine on the internet for decades, giving it access to a vast number of existing users who could be swayed by its AI offerings.

Altman claimed in the memo that the company has an ace up its sleeve in the form of an even more powerful reasoning model that’s set to be released as early as next week, according to the WSJ, likely a direct response to Google’s Gemini 3.” So is this a simple setting of a little time gap, or is OpenAI now in more trouble than anyone think it is? I actually do not know, but there is a setting that I personally like. I was always Google minded. I was struck in my soul when they dropped the Google Stadia as I had a plan to give it 50,000,000 subscriptions in stage one and rally add to that beyond that, knocking Microsoft of its illusionary perch. But alas, it was not to be and Amazon had the inside track from that point inwards. And I personally feel that the stage of “to be released as early as next week” is likely want-to-be-real presentation, Sam Altman is trying to get any moment he can get and that is fine, but as I see it, it might be timing and people like Sam Altman will try to get any way to keep their cushy setting. I am not judging, but the stage that Gemini 3 is surpassed is likely, will it be? I doubt it, using the words from Marc Benioff stating “not going back” and that is a powerful setting, one that creeps fear into the hearts of Sam Altman and Satya Nadella as I personally see it.

Have a great day, my weekend has begun and Vancouver will join us in 15 hours.

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December 2, 2025 · 18:09

Aftermath

That is a setting I never really contemplated, but the Guardian did and they did a terrific job, they even had a reference to the 49’ers, which will make Jeremy Renner happy. The article ‘The question isn’t whether the AI bubble will burst – but what the fallout will be’ by Eduardo Porter (at https://www.theguardian.com/technology/2025/dec/01/ai-bubble-us-economy) hands us a few sides, a few I never considered as I was looking at the techno stuff, but here we see: “300,000 people flocked there from 1848 to 1855, from as far away as the Ottoman Empire. Prospectors massacred Indigenous people to take the gold from their lands in the Sierra Nevada mountains. And they boosted the economies of nearby states and faraway countries from whence they bought their supplies.” 

Which gives root to the expression 49’er and it continues giving us “Gold provided the motivation for California – a former Mexican territory then controlled by the US military – to become a state with laws of its own. And yet, few “49ers” as prospectors were known, struck it rich. It was the merchants selling prospectors food and shovels who made the money. One, a Bavarian immigrant named Levi Strauss who sold denim overalls to the gold bugs passing through San Francisco, may be the most remembered figure of his day.” 

And then we get the first sliver “How else to explain Nvidia’s stock price, which more than doubled from April to November, based entirely on the expectation, nay hope, that AI will produce a super-intelligence that can do everything humans do but better. Nvidia – like Levi Strauss back in the day – is at least selling something: computer chips. The valuations of many of the other AI plays – like Open AI or Anthropic – are based largely on the dream.” 

But there is a missing cog, this technology needs dat storage and that is where I saw the failing of others and the failings of those overlooking data technologies. Oracle is intrinsically connected to that, Azure needs it, Snowflake prefers it and pretty much every data vendor is connecting to Oracle to get it all done in the background, and that is the sliver. Oracle is intrinsically connected to it all and it is the tamer of the data beast or better stated the data demon. As Oracle brings out tools and optionally data settings within their AI storage settings to handle validation and verification, all others will need to adhere better and deeper to the Oracle foundation to even survive. Pretty much all the sources that see the dangers of what some call AI and is clearly nothing better than a DML/LLM engine will see that these two elements are essential to get the LLM engine to do anything that matters and that is where the bonus of Oracle currently resides (as I presumptuously see it) To show this, I will take you back to 1984

User comments

See here, this is what chess computer’s looked like. You press the chess piece you want to move and you push the square where it lands. That is the foundation of the chess computer. In the ‘underground’ of that chessboard are (figuratively speaking) two chips. One had the knowledge of chess, the second chip (mainly memory) has every chess match known to mankind (basically all games all grandmasters have ever played), the program sees what moves are made and that setting is translated to a ‘position base’ and it will look at all the matches who it can foresee what moves are coming. This is great for the player, as it now needs to make an illogical move to throw over the thinking of the computer and make it their bitch. This was pretty much the fist stage of Machine Learning and as todays computers are more clever, there resolution is no way better, It can only set foundation of what it learned, that is the simplicity of knowing that AI doesn’t yet exist.

So back to the story “As I pointed out in my last column about AI, Gita Gopinath, former chief economist of the International Monetary Fund, calculated that a stock market crash equivalent to that which ended the dot-com boom would erase some $20tn in American household wealth and another $15tn abroad, enough to strangle consumer spending and induce a recession.” And I have no way of knowing that setting, but as I see it, like Levi Strauss and the makers of bubbles (like in image one) someone has to supply the soap water and more important the jeans to not put once ass out to frolic and in that second setting Oracle comes in and even as I see the ‘panic drivers, saying that Oracle is dangerous’, there is another setting. Whatever comes out of this, whatever survives, most only survives on Oracle solutions. And that is what is left unspoken. Should Oracle add the Validation and Verification tables, they will be the only one raking in the gold when True AI comes, because it is not merely the missing part I discussed earlier, someone needs to set the record straight on what is optionally to be trusted and that is where Oracle sets the mark.

Which leads to “AI could produce a similar landscape. A critical determinant is how much debt is at stake. It wouldn’t be such a problem if the bubble were financed largely from the cash pile of Alphabet and Amazon, Microsoft and Facebook. They might lose their shirt, but who cares. The worrying bit is that it seems they are increasingly relying on borrowing, which means the prospect of a bursting bubble would again put the financial system at risk.” These systems are using the data as currency, as I see it, Oracle is putting its technology up for usage and that is a pretty safe way to do this. This is whyI have faith in Oracle, that is why I see Oracle as the one surviving the goldfish like a champion, because they are doing what Levi Strauss did. These data vendors are relying on data to clothe them, but if that data is not properly managed, they end up having nothing. Yes, Microsoft will survive, but at a level that is likely 2 trillion lower than it is now. And that is mainly because it wanted to be on top of things and they got (I think it was) 24% of OpenAI, but as that bursts, Sam Altman will have even less than I have now (and I am ridiculously poor) and that cargo train of debt will hit Microsoft square in the face, Oracle will get some damage, but not nearly as much and the world will need their data solutions. Why do you think everyone wants to connect to Oracle? It is the Rolls Royce of data collecting and data storage. And that is perhaps the only issue with that article, there is zero mention of Oracle.

So as we get “Big Tech has raised nearly $250bn in debt so far this year, according to Bloomberg, a record. Analysts at Morgan Stanley suggest that debt will be needed to fill a $1.5tn funding gap to ramp up spending on data centers and hardware. Problematically, it is getting hard to follow the money, as Nvidia, Open AI and others in the ecosystem buy into each other, clouding who, in the end, will be left holding the bag.” And there is one think wrong with this. Stargate is said to be $500bn, so there is a gap in all this and I reckon that the damage will be significantly worse, that is beside the small non mentioned fact that America at present has 5,427 data centers, how many of them and to what degree are they all set to ‘their version of AI’? So what is set in what some call Blue Owl solutions (like Meta) and what happens when those solutions ‘bubble out’ (collapse might be a better phrase) so when that happens, how much damage will that bring, because as I see it (not wearing glasses) the $1.5tn funding gap won’t even be close what is required. But that is just me speculating, so feel free to (I insist) that you get your own verifiable numbers. I reckon that between now and 2029 the return of a backlogged $4 trillion return on investment is required. So taking “a banks perspective”, an inaccurately amount of $292,500,000,000 in revenue needs to be shown for that bubble not to come and that is out of the question, but the setting that Eduardo Porter gives us, is what comes next and he gives it to us as “the Superhuman – can only come about by dropping LLMs – which are essentially massive correlation engines – and switching to something else called a world model architecture, where machines develop a “mental” model of the outside world.” It is a nice sentiment, but I do not completely agree with that. Correlation engines have their use and there is use in a DML/LLM setting, but identify it as such, not claim ‘AI does it’. Because it won’t and it can’t, but there are options in Oracle to upgrade the data you have and that is instrumental in surviving this bubble burst. And I have seen the folly in several places and that might set a better station down the road, because when true AI cones, it still needs data and if that data was managed, validated and verified in Oracle (preferably), half the war of that solution bringer is solved. 

So I need a different hobby, slapping Microsoft and AI evangelists is nice, almost a public service but I need a new idea for gaming IP, because that makes me happy and I like feeling happy. So whilst some think that “Nvidia, Open AI and others in the ecosystem buy into each other” is the hard core evil stuff (and it might be) there is a setting it reminds me of, it was in the 90’s and these ‘consultants’ were all into the need of funny money in the form of assignments, the issue was that when they had to show results they immediately took another job and took their ‘knowhow’ to greener shores and all the time this happened the shores were all becoming less and less green. This has the flair of that setting and to some degree the feel. 

I might be wrong on that last part, but that is what I feel on this, especially as the big players are buying into each others solution and handing each other pieces of paper that in the end has as much value as a roll off toilet paper.

It might not be eloquently phrased, but there is a time for that and this is not it, as speculated shit is about to hit the walls and if you are lucky it happens after Christmas (that is almost certain) but in the end, the invoice is due and that is where the CFO’s will show that as they embraced the Blue Owl solution, their company is saved. I would depend on and side with whatever Oracle has, it is not based on facts, it is a feeling and that feeling is strong at present. And in support I see (9 minutes ago) ‘Ooredoo Qatar announces strategic partnership with Oracle to deploy Oracle Alloy sovereign cloud and AI platform’, they didn’t go towards Microsoft, AWS of a few other settings, they trust Oracle and that is what plenty of others need to do.

Have a great day, I am now 8 hours from midweek, not a bad deal for me today and as the sun is shining brightly, I might hide in a winterly Hogsmeade whilst playing Hogwarts Legacy. Gaming is not a bad hobby to have in this case. Because the bubble is out of my control and I am happy to watch it all explode a day later (of whenever that is), most of the garnish news has been drowned out by real news at that point.

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November 30, 2025 · 08:50

When politicians become delusional

That is what I saw two days ago when the BBC gave us (at https://www.bbc.com/news/articles/cq8dq47j5y8o) ‘South Africa hits back after Trump says US won’t invite it for G20 next year’ the article gives us the setting “South Africa’s President Cyril Ramaphosa has described as “regrettable” the announcement by US President Donald Trump that South Africa would not be invited to take part in next year’s G20 summit in Florida. In a social media post, Trump said South Africa had refused to hand over the G20 presidency to a US embassy representative at last week’s summit in Johannesburg.” As well as “Ramaphosa said in a statement that the US had been expected to participate in the G20 meetings, “but unfortunately, it elected not to attend the G20 Leaders Summit in Johannesburg out of its own volition”. He however noted that some US businesses and civil society entities were present. He said that since the US delegation was not there, “instruments of the G20 Presidency were duly handed over to a US Embassy official at the Headquarters of South Africa’s Department of International Relations and Cooperation”.” There is as I personally see as I see it a second reason. Is the reason perhaps that America is in such a disastrous financial situation that he felt compelled to evade the G20? He can approach the entire setting to the press with ‘Quiet piggy’ settings, but the 15 strongest economies can not be answered in that same manners. There he has to answer and his department of War and the house of missing coins can’t shield him from that. This year Canada took home the beef, the champagne and the bacon. Next year? That is something he is unwilling to face at present. He needs to be reinsured that all the trillions that are changing between hands over 7 companies will do him good and at present the setting of Stargate is currently set at a economic windfall of minus 500 billion and that was not what he advertised a year ago and it is merely one of several failures. And at present these 7 big bloated companies are at best bringing in 3% of what is required (an inaccurate presumption) but that setting is what he is looking at and at present there is no upside to the numbers of 2027 and 2028. 

The image above was shown in LinkedIn, I never thought of it this way, where we see “The entire U.S. economy right now is seven companies sending one trillion back and forth to each other” that is how it could be seen (credit of image unknown) but is that GDP revenue? I reckon that some might validly disagree and that is before you consider what OpenAI is costing America and Microsoft (at 3% revenue it isn’t really an asset is it?)

And beyond that tourism is falling flat, and America is representing itself to be nothing more than a third world country, the president of the United States is likely to be marginally better than South Africa or Argentina, making it 17th place at best. The GDP setting in December 2024 (which was 29185) will be seen as a jolly time, by next year America is likely (a clear speculation) to be less than 13913 making it a little more fortunate than India which manages this at 5 times the population. Would you gathers in that crowd after you proclaimed year after year that America was doing so well? The defense industry is losing revenue, tourism is down massively and that Oxford Economics report stating that it is costing America $50 billion, which is 400% worse than the numbers we see thrown in the media. Then jobs are down and as I see it retail is massively down. in addition we see Aluminum smelters are down, only 4 in 24 are operating. They cannot deal with the unsustainable operating cost and that list goes on. So what happens when soda cans become an issue? American dream states are set to operate a soda can, opening it and drinking it (in the Miami sun), so I reckon that 2026 will bring its own entertainment to behold and at present , I reckon that President Trump is merely showing up to do some photo moments, so who will be ‘advocating’ how well America is doing?

I reckon it sucks to be the the man in charge at the Federal Reserve. And only 8 hours we were given “Federal Reserve has managed to push up bank reserves for 4 weeks now, but they’re running out of tools in the toolbox and will soon have to resume asset purchases, euphemistically called “QE” for quantitative easing, i.e., money printing:” (source: E.J. Antoni, Ph.D.) so as we accept that Jerome Powell is (for now) the Chair of the Federal Reserve of the United States. I cannot recall that America has given any voice to the effects (or benefits) of Quantitive Easing. So is it real? What is Jerome Powell up to? It is a fair question as President Trump doesn’t really understand economics, optionally even less than me. As I see it, he filed for bankruptcy 6 times, the last time was due to the 2008 mess, so if people argue 5 times I would accept that. As I see it, he needed to make Jerome Powell his best friend and seek his assistance in avoiding the setting America is facing these days. And my smirking sense of humor (an evil one) is wondering if America can even afford hosting the 2026 G20 summit. As I see it (and I might definitely be wrong) is that America is using South Africa to get the 2026 setting taken away from them. As I see it, Canada or the EU is a much better place in 2026. There might be a reason to hope for Canada, as he will see it as a reason to make the speculative statement that he is leaving the G20 to his 51st state (making Canadians angry to say the least). 

But as I see it, I actually don’t know. And I reckon that most DML systems cannot either as this setting has never taken place before, the American economy is in an mess and not a good one.

This is what you call the perfect setting to be hosting the G20 in 2026, apparently in Miami, so order your sodas in advance. 

Is there more bad news, is countered by me with ‘Does there need to be?’ A setting that is voiced by many. As I see it, the GDP in 2023 The gross domestic product (GDP) for the Los Angeles metro area was approximately $1.30 trillion in 2023, now we know that Los Angeles had dreadful fires, but the current situation isn’t helping and what will California report in revenue for 2024 and 2025? We will know some of these numbers in December, giving a lot more visibility to the hardship America is facing and there is no hiding from those numbers (playing them will be worse). America is stopping to be a great place to be and as I see it, there aren’t too many countries lining up to be their friend at present. Trump squashed that route of healing too.

Have a great day, I am almost late for breakfast.

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November 27, 2025 · 22:50

And Grok ploughed on

That happens, but after yesterdays blog ‘The sound of war hammers’ (at https://lawlordtobe.com/2025/11/27/the-sound-of-war-hammers/) I got a little surprise. I could not have I want to planned it better.

You see, the article is about the AI bubble and a few other settings. So at times, I want Grok to take a look. No matter what you think, it tends to be a decent solution in DML and I reckon that Elon Musk with his 500,000 million (sounds more impressive then $500B) has sunk a pretty penny in this solution. I have seen a few shortcomings, but overall a decent solution. As I personally see it (for as far as I have seen it) that solution has a problem looking into and through multidimensional viewpoints. That is how I usually take my writing as I am overwhelmed at times with the amount of documentation I go through on a daily basis. As such I got a nice surprise yesterday.

So the story goes of with war hammers (a hidden stage there) then I go into the NPR article and I end up with the stage of tourism (the cost as the Oxford Economics report gives us) and I am still digging into that. But what does Grok give me?

The expert mode gives us:

The linked post directs to a blog by Lawrence van Rijn, a self-styled “Law Lord to be,” where he explores a narrative blending legal aspirations with speculative commentary, notably predicting FIFA might shift the 2026 World Cup from the U.S. to Saudi Arabia due to visa issues and a $435 fee delay, a theory unsupported by official FIFA statements but echoing concerns from a Travel.com article about U.S. tourism losses.

Van Rijn’s blog ties this speculation to an unusual metaphor of “war hammers” clashing on armor, symbolizing economic and technological tensions, particularly an AI bubble warned about in an NPR report (November 23, 2025), which cites MIT economist Daron Acemoglu’s research showing only 3% of people pay for AI services, challenging the trillion-dollar investments by tech giants like OpenAI.

His energy shortage concern aligns with a U.S. Energy Information Administration forecast of a 45% electricity price hike in Texas by 2026 due to data center demand, a trend overlooked by mainstream media focused on AI hype, suggesting a potential societal cost as power grids strain under unreported load increases.

Now, in the article I never mentioned FIFA, the 2026 World Cup or Saudi Arabia, so how did this program come to this? Check out the blog, none of those elements were mentioned there. As some tell us Grok is a generative artificial intelligence (generative AI) chatbot developed by xAI. So where is that AI program now? This is why I made mention in previous blogs that 2026 will be the year that the class actions will start. In my case, I do not care and my blog is not that important, even if it was, it was meant for actual readers (the flesh and blood kind) and that does not apply to Grok. I have seen a few other issues, but this yesterday and in light of the AI bubble story yesterday (17 hours ago) pushed this to the forefront. I could take ‘offense’ to the “self-styled “Law Lord to be”” but whatever and I have been accused of a lot worse by actual people too. And the quote “this speculation to an unusual metaphor of “war hammers”” shows that Grok didn’t see through my ruse either (making me somewhat proud), which is ego caressing at best, but I have an ego, I merely don’t let it out to often (it tends to get a little too frisky with details) and at present I see an idea that both the UAE and Saudi Arabia could use in their entertainment. There is an upgrade for Trojena (as I see it), there are a few settings for the Abu Dhabi Marina as well. All in a days work, but I need to content with data to see how that goes. And I tend to take my ideas into a sifter to get the best materials as fine as possible, but that was today, so there will be more coming soon enough. 

But what do you do when an AI system bleeds information from other sources? Especially when that data is not validated or verified and both seem to be the case here. As I see it, there is every chance that some will direct these AI systems to give the wrong data so that these people can start class actions. I reckon that not too many people are considering this setting, especially those in harms way. And that is the setting that 2026 is likely to bring. And as I see it, there will be too many law firm of the ambulance chaser kind to ignore this setting. That is the effect that 8 figure class actions tend to bring and with the 8 figure number I am being optimistic. When I see what is possible there is every chance that any player in this field is looking at 9 or even 10 figure settlements, especially when it concerns medical data. And no matter what steps these firms make, there will be an ambulance chaser who sees a hidden opportunity. Even if there is a second tier option where a Cyber attack can launch the data into a turmoil, those legal minds will make a new setting where those AI firms never considered the implications that it could happen.

I am not being dramatic or overly doom speaking. I have seen enough greed all around me to see that this will happen. A mere three months ago we saw “The “Commonwealth Bank AI lawsuit” refers to a dispute where the Finance Sector Union (FSU) challenged CBA for misleading staff about job cuts related to an AI chatbot implementation. The bank initially made 45 call centre workers redundant but later reversed the decision, calling it a mistake after the union raised concerns at the Fair Work Commission. The case highlighted issues of transparency, worker support, and the handling of job displacement due to AI.” So at that point, how dangerous is the setting that any AI is trusted to any degree? And that is before some board of directors sets the term that these AI investments better pay off and that will cause people to do silly (read: stupid) things. A setting that is likely to happen as soon as next year. 

And at this time, Grok is merely ploughing on and set the stage where someone will trust it to make life changing changes to their firm, or data and even if it is not Grok, there is all the chances that OpenAI will do that and that puts Microsoft in a peculiar stage of vulnerable.

Have a great day, time for some ice cream, it was 33 degrees today, so my living room is hot as hell, as such ice cream is my next stage of cooling myself.

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November 27, 2025 · 04:39

The sound of war hammers

It is a specific sound, nothing compares to that and it isn’t entirely fictional. Some might remember the Walter Hill movie Streets of Fire (1984) where two men slug it out with hammers, but that is not it. When a Warhammer slams into metal armor, the armor becomes a drum and that sound is heard all over the battlefield (the wearer of that armour hears a lot more than that sound) but is distinct and I reckon that some of those hammer wielders would have created some kind of crescendo on these knights. So that was ‘ringing’ in my ears when NPR gave us ‘Here’s why concerns about an AI bubble are bigger than ever’ a few days ago (at https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers) and what will you know. They made the same mistake, but we’ll get to that.

The article reads quite nicely and Bobby Allyn did a good job (beside the one miss) but lets get to the starting blocks. It starts with “A frothy time for Huang, to be sure, which makes it all the more understandable why his first statement to investors on a recent earnings call was an attempt to deflate bubble fears. “There’s been a lot of talk about an AI bubble,” he told shareholders. “From our vantage point, we see something very different.”” So then we get three different names all giving ‘their’ point of view with ““The idea that we’re going to have a demand problem five years from now, to me, seems quite absurd,” said prominent Silicon Valley investor Ben Horowitz, adding: “if you look at demand and supply and what’s going on and multiples against growth, it doesn’t look like a bubble at all to me.” Appearing on CNBC, JPMorgan Chase executive Mary Callahan Erdoes said calling the amount of money rushing into AI right now a bubble is “a crazy concept,” declaring that “we are on the precipice of a major, major revolution in a way that companies operate.” Yet a look under the hood of what’s really going on right now in the AI industry is enough to deliver serious doubt, said Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy.” All three names give a nice ‘presentation’ to appease the rumblings within an investor setting. Ben Horowitz, Mary Callahan Erdoes and Paul Kedrosky are seemingly mindset on raking in whatever they can and then the fourth shines a light on this (not in the way he intended) we see “Take OpenAI, the ChatGPT maker that set off the AI race in late 2022. Its CEO Sam Altman has said the company is making $20 billion in revenue a year, and it plans to spend $1.4 trillion on data centers over the next eight years. That growth, of course, would rely on ever-ballooning sales from more and more people and businesses purchasing its AI services.” Did you see the setting. He is making 20 billion and investing $1.4 trillion, now that represents a larger slice and the 20 billion is likely to make more (perhaps even 100 billion a year. And now the sides of hammers are slamming into armour. That still will take 14 years to break even and does anyone have any idea how long 14 years is and I reckon that $1.4 trillion represents (at 4.5%) implies that the interest is $63,000,000,000. That is almost the a year of revenue and that is the hopefully glare if he is making 100 billion a year. So what gives with this, because at some point investors make the setting that the formula is off. There is no tax deductibility. That is money that is due, the banks will get their dividend and whomever thinks that all this goes at zero percent is ludicrously asleep and that is before the missing element comes out. 

So then in comes Daron Acemoglu with “A growing body of research indicates most firms are not seeing chatbots affect their bottom lines, and just 3% of people pay for AI, according to one analysis. “These models are being hyped up, and we’re investing more than we should,” said Daron Acemoglu, an economist at MIT, who was awarded the 2024 Nobel Memorial Prize in Economic Sciences.” He comes at this from another angle and gives us that we are investing more than we should. All these firms are seeing the pot at the end of the rainbow, but there is the hidden snag, we learned early in life that the rainbow is the result of sunlight on rainwater and it is always curves t be ‘just’ beyond the horizon and it never hits the ground and there will be no pot of gold at the end of it according to Lucky the Leprechaun (I have his fax number) but that was not the side I am aiming for, but it gives the idiocy we see at present. They are all investing too much into something that does not yet exist, but that is beside the point. There are massive options for DML and LLM solutions, but do you think that this is worth trillions? It follows when we get to “Nonetheless, Amazon, Google, Meta and Microsoft are set to collectively sink around $400 billion on AI this year, mostly for funding data centers. Some of the companies are set to devote about 50% of their current cash flow to data center construction.

Or to put it another way: every iPhone user on earth would have to pay more than $250 to pay for that amount of spending. “That’s not going to happen,” Kedrosky said.” This comes from Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy, and he is right. But that too is not the angle I am going for. But there are two voices, both in their field of vision, something they know and they are seeing the edges of what cannot be contained, one even got a Nobel Memorial Prize for his efforts (past accomplishment) And I reckon all these howling bitches want their government to ‘safe’ them when the bough breaks on these waves. So Andy Jassy, Sundar Pichai, Mark Zuckerberg and Satya Nadella (Amazon, Google, Meta and Microsoft) will expect the tax system to bail them out and there is no real danger to them, they might get fired but they’ll survive this. Andy Jassy is as far as I know the poorest of the lot and he has 500 million, so he will survive in whatever place he has. But that is the danger. The investors and the taxpayers (you and me) get to suffer from this greed filled frenzy. 

But then we get “Analyst Gil Luria of the D.A. Davidson investment firm, who has been tracking Big Tech’s data center boom, said some of the financial maneuvers Silicon Valley is making are structured to keep the appearance of debt off of balance sheets, using what’s known as “special purpose vehicles.””, as well as “The tech firm makes an investment in the data center, outside investors put up most of the cash, then the special purpose vehicle borrows money to buy the chips that are inside the data centers. The tech company gets the benefit of the increased computing capacity but it doesn’t weigh down the company’s balance sheet with debt.” And here we get another failure. It is the failure of the current administration that does not adapt the tax laws to shore up whatever they have for whatever no one has and that is the larger stakeholder in this. We get this in an example in the article stating “Blue Owl Capital and Meta for a data center in Louisiana”, this is only part of the equation. You see, they are ’spreading the love’ around because that is the ‘safe’ setting and they know what comes next. You see the Verge gave us ‘Nvidia says some AI GPUs are ‘sold out,’ grows data center business by $10B in just three months’ (at https://www.theverge.com/tech/824111/nvidia-q3-2026-earnings-data-center-revenue) and that is the first part of the equation. What do you think will power all this? That is the angle I am holding onto. All these data centers will need energy and they will take it away from the people like you and me. And only 4 hours ago we see ‘Nvidia plays down Google chip threat concerns’ and it is all about the AI race, which is as I said non-existent, but the energy required to field these hundreds of thousands of GPU’s is and no one is making a table of what is required to fuel these data centers because it is not on ‘their plate’ but the need for energy becomes real and really soon too. We do not have the surplus to take care of this and when places like Texas give us “Electricity demand is also going up, with much of it concentrated in Texas due to “data centers and cryptocurrency mining facilities,”” with the added “Driving the rise in wholesale prices next year is primarily a projected 45% increase at the Electric Reliability Council of Texas-North pricing hub. “Natural gas prices tend to be the biggest determinant of power prices,” the EIA said. “But in 2026, the increase in power prices in ERCOT tends to reflect large hourly spikes in the summer months due to high demand combined with relatively low supply in this region.”” Now this is not true for the whole world, but we see here a “projected 45% increase” and that is for 2026. So where are these data centers, what are their energy surpluses and what is to come? No one is looking at that, but when any data centre is hit with a brownout, or a partial and temporary drop in voltage in an electrical power supply. When that happens any data centre shuts down, energy is adamant for all its GPU’s and their better not we any issue with energy and I saw this a year ago, so why isn’t the media looking into this? I saw one article that that question was not answered and the media just shoved it aside, but as I see it, it should be on the forefront of any media setting. It will happen and the people will suffer, but as I see it (and mentioned) is that the media is whoring for digital dollars and they need their advertisement money from these 4 places and a few more, all ready for advertisement attention and the media plays ball because they want their digital dollars (as I personally see it).

So whilst the NPR article is quite nice, the one element missing is what makes this bubble rear its ugly head, because too many want their coins for their effort and it is what is required. But what does the audience require? And the audience is you an me dear reader. I have set a lot of my requirements to energy falling short, but there is only so much I can do and it is going to be 32 degrees (celsius) today, so what happens when the energy slows down for 5.56 million people in Sydney? Because the Data centers will make a first demand from their energy providers or they will slap a lawsuit worth billions on that energy provider. And we the people (wherever we are) are facing what comes next. Keeping data centers cool and powered whilst we the people boil in our own homes. As such that is the future I am predicting and people think I am wrong, but did they make the calculation of what these data centers require? Are they seeing the energy shortfalls that are impeding these data centers? And the energy providers will take the money and the contracts because it won’t coexist to this, but that is exactly what we are facing in the short run and the investors? Well, I don’t really care about them, they invested and if you aren’t willing to lose it all with a mere card to help you through (card below), you aren’t a real investor, you are merely playing it safe and in that world there are no bubbles.

Remind me, how did that end in 2008? The speculated cost were set to $16 trillion in U.S. household wealth, and this bubble is significantly larger than the 2008 one and this time they are going all in on money, most of them do not have. So that is what is coming and my fears do not matter, but the setting that NPR gives us all with ‘Here’s why concerns about an AI bubble are bigger than ever’ matters and that is what I see coming.

So have a great day and never trust one source, always verify what you read through other sources. That part was shown to be when we all see (from various sources) that “The United States is on track to lose $12.5 billion in international travel spending this year” whilst my calculations made it between 80 and 130 billion and some laughed at my predictions a few months earlier and I get that. I would laugh too when those ‘economics’ state one amount and I come with a number over 700% larger. I get that, but now (apparently) there is an Oxford economics report that gives us “Damning report says U.S. tourism faces $64 billion blow as Trump administration’s trade wars drive away foreign visitors and cut spending”, so I have that to chase down now, but it shows that my numbers were mostly spot on, at least a lot better than whatever those economics are giving you. So never trust merely one source even if they believe to be on the right track. But that is enough about that and consider why some bubble settings are underexposed and when you see that the NPR gave you three additional angles and missed mine (likely not intentional) consider what those investment firms are overseeing (likely intentional) because the setting that they are willing to lose 100% is ludicrous, they have settings for that and as the government bailed them out the last time, they think it will save them this time too.

Have a great day today, I need an ice cream at 4:30 in the morning. I still have some, so yay me.

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November 20, 2025 · 10:10

This is weird

I find myself standing up for Microsoft, I know its weird. They have screwed the pooch more than once, but the headline in the Guardian (at https://www.theguardian.com/society/2025/nov/19/microsoft-nhs-uk-contracts-public-sector-procurement) gives us ‘Microsoft has ‘ripped off the NHS’, says MP amid call for contracts with British firms’, now lets be clear. Microsoft has done many things, but ripping people off is beneath them. If a rippable offence is in play, someone put their autograph (aka John Hancock) on that dotted line. And where is the evidence? And we are pointed to Samantha Niblett, the Labour MP for South Derbyshire, who laughs with a pretty smile and that is all she seemingly does. The evidence given “a five-year deal with the NHS to provide productivity tools reportedly worth over £700m, while the wider government spent £1.9bn on Microsoft software licences in the 2024-25 financial year alone.” Is this evidence? What the hell are you up to Katharine Viner? As editor of the Guardian, this trash should not be in your newspaper, or on the website. At least hand this setting with proper evidence. So as we are also given and that Labour Nibbler gives us “I know for a fact how Microsoft have ripped off the NHS.” But at that point we get “did not provide further evidence, but when the committee chair, Chi Onwurah, voiced surprise at the claim” and to that I say. Miss Niblett, on December 31st 2016 I reported in the story ‘This last day’ (at https://lawlordtobe.com/2016/12/31/this-last-day/) which was 9 years ago, and you might have been too young to be in politics. But Labour (as well) spend £11.2 billion on a NHS IT project, which amounted to nothing and I reckon it might have been a really big amount of money for nothing. So, are we seeing a second setting to all this and you want to blame Microsoft? Can we see the contracts of understanding? Microsoft does a lot, but they wrap it in contracts which in this case the labour administration under Sir Keir Rodney Starmer is confronted with. 

Then we get “After describing the government’s multibillion-pound deals with Microsoft, Niblett said it “speaks to the … power of Microsoft to lock in public sector … customers and then sort of entice them with cheap deals, and then you’re locked into a contract and then you’re charged exponential amounts” So Microsoft does plenty wrong, but this pat they tend to get right and who signed for these contracts? Was it you? And these contracts also give a correct setting of the amounts. That is how business is done and it is done all over the world. 

And it is then that we get the hidden gem that some were trying to hide “MPs on the select committee said the UK needed to develop greater “sovereign” technology capacity, award more contracts to smaller, local providers, and be less reliant on deals that resulted in government departments becoming locked into services with US firms. Explaining more about her understanding of Microsoft’s deals with the government, Niblett said: “I have heard that Defra [the Department of Food and Rural Affairs] recently signed a contract renewal for Windows 10, which is now out of date. And that has now resulted in them having to pay more for security checks because they’re using a very, very old version of Windows.” There is more than one issue. In the first there is “I have heard” is not evidence, evidence is the contract that Defra signed. Who signed it, was it a valid contract? And then we get “recently signed a contract renewal for Windows 10”, how recent was it signed? Some women claim to they got recently pregnant, but that accident is now 4 years old and as it is given “Windows 10 is a Microsoft operating system that is now out of support as of October 14, 2025”, so does that contract entitle these users to upgrade to Windows 11? The one part that matters is seemingly “becoming locked into services with US firms” which is a valid UK setting, but that is depending on a time set strategy and getting into the strategy AFTER the contract is signed implies you are stuck with the contract, that might not be in the best interest of the Labour administration, but that is not the priority of Microsoft, their part is the contract and adhering to what was signed. So was there any transgression by Microsoft? It is a simple question and the setting of ‘ripped off’ implies they made a booboo and as such that evidence must be given in evidence. Is there any chance that one of more contracts have your autograph as you worked in the data and technology sector before being elected to parliament in 2024, so will we find contracts, possibly with your name on it? Will it show a transgression by Microsoft, or a sloppy mistake by the labour representative who signed it? Simple questions and simple settings that Katharine Viner should see coming a mile away?

Have a great day and if you get the mug below, make sure that coffee is millennium proof, version proof and proofed for 61 degrees celsius liquids. You can test it by putting your finger in the coffee and if you go ‘ouch’ it is probably hot enough.

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November 17, 2025 · 17:07

Is it one or the other?

That is the question I had today/this morning. You see, I saw a few things happen/unfold and it made me think on several other settings. To get there, let me take you through the settings I already knew. The first cog in this machine is American tourism. The ‘setting’ is that THEY (whoever they are) expect a $12.5 billion loss. The data from a few sources already give a multitude of that, the airports, the BNB industry and several other retail settings. Some give others the losses of 12 airports which goes far beyond the $12.5 billion and as I saw it that part is a mere $30-$45 billion, its hard to be more precise when you do not have access to the raw numbers. But in a chain trend Airfares, visas, BNB/hotels, snacks/diversities, staff incomes I got to $80-$135 billion and I think that I was being kind to the situation as I took merely the most conservative numbers, as such the damage could be decently more. 

This is merely the first cog. Second is the Canadian setting of fighters. They have set their minds on the Saab Gripen s such I thought they came for

Silly me, Gripen means Griffin and a Hogwarts professor was eager to assist me in this matter, it was apparently 

Although I have no idea how it can hide that proud flag in the clouds. What does matter that it comes with “SAAB President and CEO Micael Johansson told CTV News that the offer is on the table and Ottawa might see a boost in economic development with the added positions. The deal could be more than just parts and components; Canada may even get the go-ahead to assemble the entire Gripen on its soil.” (Initial source: CTV news) this brings close to 10,000 jobs (which was given by another source) but what non-Canadian people ‘ignore’ is that this will cost the American defense industry billions and when these puppies (that what they call little Griffins) are built in Canada, more orders will follow costing the American Defense industry a lot more. So whilst some sources say that “American tourism is predicted to start a full recovery in 2029” I think that they are overly confident that the mess this administration is making is solved by then. I think that with Vision 2030 and a few others, recovery is unlikely before 2032. And when you consider The news (at https://www.thetravel.com/fifa-world-cup-2026-usa-tourist-visa-integrity-fee-100-day-wait-time-warning-us-consul-general/) by Travel dot com, giving us ‘FIFA World Cup 2026 Travelers Warned Of $435 Fee And 100-Day Delay By U.S. Consul General’ that there is every chance that FIFA will pull the 2026 setting from America and it is my speculation that Yalla Vamos 2030 might be hosting the 2026 and leave 2030 to whomever comes next, which is Saudi Arabia, the initial thought is that they might not be ready at that time, but that is mere speculation from me and there is a chance (a small one) that Canada could step in and do the hosting in Vancouver, Toronto and Ottawa, but that would be called ‘smirking speculation’ But the setting behind these settings is that Tourism will likely collapse in America and at that point the Banks of Wall Street will cancel the Credit Cards of America for a really long time and that will set in motion a lot of cascading events all at the same time. Now if you would voice that this would never Tom’s Hardware gave us last week ‘Sam Altman backs away from OpenAI’s statements about possible U.S. gov’t AI industry bailouts — company continues to lobby for financial support from the industry’ If his AI is so spectastic  (a combination of Fantastic and Spectacular) why does he need a bailout? And when we consider this. Microsoft once gave the AI builder a value of a billion dollars and they blew that in under a year on over 600 engineers. So why didn’t Microsoft see that? 600 engineers leave a digital footprint and they have licensed software. Microsoft didn’t catch on? And as we see the ‘unification’ of Microsoft and OpenAI have a connection. Microsoft has an investment in the OpenAI Group PBC valued at approximately $135 billion, representing a 27% stake. So there is a need to ask questions and when that bubble goes, America gets to bail that Windows 3.1 vendor out.

As I see it, don’t ever put all your eggs in one basket and at this point America has all the eggs of its ‘kingdom’ in one plastic bag and it reckon that bag is showing rips and soon enough the eggs fall away into an abyss where Microsoft can’t get to it. The resources will flee to Google, IBM, Amazon and a few other places and it is the other places that will reap havoc on the American economy. So when the tally is made, America has a real problem and this administration called the storm over its own head and I am not alone feeling this way. When you consider the validation and verification of data, pretty much the first step in data related systems you can see that things do not add up and it will not take long for others to see that too. And in part the others will want to prove that THEIR data is sweet and the way they do that is to ask questions of the data of others. A tell tale sign that the bubble is about to implode and at present it is given at ‘Global AI spend to total US$1.5 trillion’ (source: ARNnet) but that puppy has been blown up to a lot more as the speculators that they have a great dane, so when that bubble implodes it will cost a whole lot of people a lot of money. I reckon that it will take until 2026/2027 to hit the walls. Even as Forbes gave us less than 24 hours ago ‘OpenAI Just Issued An AI Risk Warning. Your Job Could Be Impacted’ and they talk about ASI (too many now know that AI doesn’t exist) where we see “Superintelligence is also referred to as ASI (artificial superintelligence) which varies slightly from AGI (artificial general intelligence) in that it’s all about machines being able to exceed even the most advanced and highly gifted cognitive abilities, according to IBM.” And we also get “OpenAI acknowledges the potential dangers associated with advancing AI to this level, and they continue by making it clear what can be anticipated and what will be needed for this experiment to be a safe success” so these statements, now consider the simple facts of Data Verification and Data Validation, when these parts are missing any ‘super intelligence’ merely comes across as the village idiot. I can already see the Microsoft Copilot advertisement “We now offer the copilot with everyones favourite son, the village idiot Clippy II” (OK, I am being mean, I loved my clippy in the Office 95 days) but I reckon you are now getting clued in to the disaster that is coming? 

It isn’t merely the AI bubble, or the American economy, or any of these related settings. It is that they are happening almost at the same time, so a nasdaq screen where all the firms are shown in deep red showing a $10 trillion write-off is not out of the blue. That setting better be clear to anyone out there. This is merely my point of view and I might be wrong to read the data as it is, but I am not alone and more people are seeing the fringe of the speculative gold stream showing it Pyrite origins. Have a great day it is another 2 hours before Vancouver joins us on this Monday. Time for me to consider a nice cup of coffee (my personal drug of choice).

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