Tag Archives: Microsoft

When the competitor launches cloud 9

Yes, that is the setting and it does refer to the previous two articles as it involves Microsoft, but this is not about Microsoft. You see, Microsoft exposed its jugular and I am always looking for a new job (a new challenge is more like it) and as Microsoft screwed the pooch (the Chihuahua and their customers as well) I decided the take a look. 

Google
With Google (a preferred first) there is a initial first, a bungle of sorts. You see a small quirk. Google dropped the ball (not the first time) and it is shown in the image below.

So when I search ‘IBM Cloud’ and ‘EVROC cloud’ I get the option ‘news, in the case of Google, I do not, I actually have to enter ‘Google Cloud News’ to get the news option. So how is their (so called) AI? You do know (and I have been explicit about it) on the fact that AI does not (yet) exist. It is all machine learning and deeper machine learning and it is all awesome, but it is not AI. To be a little frank. I usually search for topics and seek out news and for some reason my Google search does not catch on, so how is that AI? It is all data based and as such it is flawed, the fact that I still have to enter the search more than once adding the word ‘news’ is indicative of that. 

Beyond that we get (when I got it) ‘Google Cloud spearheads a revolutionary shift in cloud tech with generative AI’ which we got on the Next’23 even where we are given “We are in an entirely new era of cloud, fuelled by generative AI. Our focus is on putting gen AI tools into the hands of everyone across the organisation—from IT to operations, to security, to the board room. As the industry’s most open cloud, our goal is to help companies use AI and other cloud technologies to streamline their operations, increase productivity, and create entirely new lines of business.” Yet from my point of view all this needs to be data driven, and as such (as Microsoft opened the rift) their data centres and especially their worst case scenario better be upgraded (daddy needs a new pair of shoes). And when you consider the blunder of a previous mentioned participant, that review better be done yesterday. 

EVROC
Now we get back to an article the BBC gave us 4 weeks ago (at https://www.bbc.com/news/business-66310714) where we learned ‘Why it matters where your data is stored’, and here we are given “Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” And the ‘silent’ setting is that they want to secure a chunk of Amazon business and that is fine. Yet, I already highlighted that their option was the Middle East (Riyadh and Dubai), they have billions in vested interests and EVROC could make a nice coin on the side for these two places alone. I mentioned that, but that was before the the massive bungle that a certain company (with the same first letter that MacDonalds has) made, so now EVROC has additional options to clear business thresholds. That does not take Google and IBM out of the race, but it does open the doors of business opportunity for Evroc, as it does for Amazon, but that is for later.

Amazon
And later is now, you see ARN also gave us ‘AWS hints at partner program changes for AI and partner engagement’ and their selling point could include ‘We do not go down for over 24 hours’ but that too requires an overhaul and testing for its operational stations and even as winter is coming to Europe (no dragons in sight), the setting changes a little. You see one company exposed its jugular and three other players are now out for blood and they will secure some of it. Not all, but it will hurt the other bungler their business. I did not mention Apple and IBM, they have their own settings and they are solid in what they offer, but there too is the warning that their operational settings better be tested immediately. You see a night shift with 2 extra workers might cost a company up to $300,000 a year more but that is earned with adding less than 10 small customers. That was the bungle, and some customers are charged a lot more than these two employees cost and when you realise that part you see the massive bungle I described a mere 17 hours ago. That was visible on many fronts and now others get to step in to make the damage to that one player worse. 

All this is a setting that could have been avoided by the simple application of checks and balances. Now does the stupid response ‘We lacked staff’ make sense, or better does it make sense how stupid the response was? I never bothered reading the report, it is a document to appease customers and shareholders and I am neither. Common sense told me what I needed to know and now that I am adding these elements I hope I satisfied the over enthusiastic fan that responded with “What do you think you know?” You see, then sarcasm backfires it becomes irony, so I hope that todays article was loaded with the irony he (or she) needed. The cloud field will not change too much, but one player will likely lose a lot more than they are comfortable with, but that is my personal view on the matter and I might be wrong, but in a stage where nearly every customer wants to cut corners on cost and staff, it is a pretty safe bet that I will be correct. That is all apart from the fact that places like Amazon and Google (and now EVROC too) are always seeking more revenue.

Here endeth the lesson, enjoy the day. If it gets too sunny, know how (and be able) to restart the cooling fan.

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The yoke is on Microsoft

Yup, this is a ‘create howls of deriving laughter’ on Microsoft, but not in the way you would expect it. So, this all started a few hours ago when I saw an unknown party called ARN  give us ‘Microsoft blames Aussie data centre outage on staff strength, failed automation’ (at https://www.arnnet.com.au/article/708608/microsoft-blames-aussie-data-centre-outage-staff-strength-failed-automation/) where we see “Microsoft has blamed staff strength and failed automation for a data centre outage in Australia that took place on August 30, disabling users from accessing Azure, Microsoft 365, and Power Platform services for over 24 hours.” And my (first) thought was ‘Is Microsoft really THAT stupid?’ You see, to see that thought you need to be aware of a few small issues. The first is “Microsoft confirmed Monday that it’s eliminating additional jobs, a week after the start of its 2024 fiscal year. The cuts are in addition to the downsizing announced in January that resulted in 10,000 layoffs. The software maker also disclosed a small number of cuts this time last year.” With the additional “US tech giant Microsoft has axed more Australian jobs after the company made major staffing cuts across the globe earlier in the year. About 50 Australian employees are believed to have lost their jobs this month, Nine newspaper the Australian Financial Review reports.” Now, job losses happen everywhere at this time and we get it. There are all kinds of issues and Microsoft is one of many shedding jobs. But to see ‘Microsoft has blamed staff strength’ after they shed 10,000 plus jobs is just the joke of the century. I get it, one job is not another job, but when you have shortages in a place that is riddled with ageism and wannabe hires (dynamic young people) whilst your operational settings are below par just doesn’t work for me. I see the same fake jobs from providers like Hays and they will not respond and often ignore you. That is the party to be for players like Microsoft and they now claim that there is no coverage does not hold any water with me.  So when ARN gives us ““Due to the size of the data centre campus, the staffing of the team at night was insufficient to restart the chillers in a timely manner. We have temporarily increased the team size from three to seven, until the underlying issues are better understood and appropriate mitigations can be put in place,” Microsoft wrote as part of the report.” I wonder if their cost cutting stages are merely a joke and what company would have trust in such a system when “Azure, Microsoft 365, and Power Platform services” were down or unreachable for over 24 hours. That point is clear, is it not?

Consider the simple math. How much traffic and how many companies rely on that data centre? How come that there are only 3 people at night? So consider “Microsoft said that the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” with the added “the staffing of the team at night was insufficient to restart the chillers in a timely manner” so do you think they royally screwed that part up? And in that setting how many data centres (all over the world) are understaffed? When the coolers cannot be manually started in these places, how much revenue will Microsoft miss out on, because these affected firms might optionally have a case to sue Microsoft for damages. No matter how that report phrases it, the lack of data centre labour (especially after they sacked well over 10,000 people) will not be met with a friendly judge and for Microsoft there is an additional danger. When third parties like Evroc start getting business from companies that once held Microsoft high in its banner, the walk-out might become a lot more severe and that could spell more bad news for Azure (something Amazon AWS will love) and there is a decent chance that some will optionally switch to Google or IBM. All losses for Microsoft who thought that keeping 3 people at night in a data centre was enough, all whilst THEY THEMSELVES give us “the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” and that is the stage all those using a Microsoft data centre face? It is my personal opinion that someone bungled the minimum staff at a data centre during the night and even as winter is now coming to the northern hemisphere. The southern hemisphere is going into summer. So what about the Data centres in Riyadh and the UAE? In Riyadh it is around 45 degrees Celsius and in Dubai it is only 3 degrees cooler. So what happens when they need a manual restart of the cooling units? All simple questions and we could say that Microsoft has that covered, but it seems that according to ARN they do not. A simple operational question: ‘What is the minimum required staff coverage at night in a worst case scenario?’ As far as I can tell (trusting the ARN article) they were not ready and the fact that they upped it by over 100% shows that Microsoft was simply clueless on this issue. Feel free to disagree and I expect you want to talk to the corporations that lot Office and Azure for over 24 hours, but I reckon that we will not get access to those names, and that is fair enough. But do the companies who had to go through this feel the same way? I doubt it.

Enjoy the warm Tuesday coming to you.

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Ding, ding, ding, meltdown.

Normally I let things slide. There are a whole range of reasons why I would stop to proceed. Yet Starfield is a two edged sword. It is the larger setting for Microsoft and it is a new IP for Bethesda. Now on the surface it might seem nothing new, but the meltdown I just witnessed on Twitter (I refuse to call it X) is another matter. Gamers are dodgy to say the least. They love innovation and new RPG, but certain settings need to be open, but a choice for the gamer. So here it comes.

The view by Dan Vasc (at https://t.co/b1m0tt4ib2) is something to behold. And all this is just in week 1, before the official release of the game. And now the media has a go. There are low performance issues, there are apparently audio issues and a few other issues. Now, I get that there are issues, this is new IP. But what I am reading is that these issues should have ben captured by Alpha test teams, they should not exist in Beta editions, let alone early access, yet this is MY personal view. You see Freeze issues are not something you leave to the New Game + solution, this should not exist at this stage. And the list goes on and as the official launch starts, there will be even more issues. Another source is talking about Major Accessibility Problems all whilst yet another mentions that the inventory screens need a massive overhaul. All issues that should have been brought to the front of any limited Alpha test release. But I see again and again a mention like “least buggy Bethesda release” almost like it was spoon fed to the reviewer, but that could be merely me seeing things that are optionally not there, almost like I froze for a moment because my visual scanner was glitchy, but I do not have a New Game +, when I die that is it. There is no new life and no rinse and repeat. That is why PROPER testing is massively important. The stage given to us by Dan Vasc might be merely him, but that might not be the case. RPG gamers are a strange bunch and when Guerrilla Software release Horizon Forbidden West they saw how loyal and how strange some RPG gamers can be, yet the bulk loved and embraced HFW. After the colossal blunder that Redfall showed itself to be, Microsoft (Bethesda too) had the duty to take extra care for Starfield (and maybe they did), but the voice of Dan Vasc tells a different story. You see emersion is nice, but the people need to accept that emersion and making his claims to emersion an option in the game might have been the best choice. I cannot tell, I am not touching Starfield (its an Xbox only product). But his loud voice is making me wonder how much trouble Bethesda is in now, because no matter what Microsoft will claim out in the open, if this game does not bring home the bacon, Microsoft will prune the Bethesda tree to the largest extent and that gives me the idea that developers might want to get on the RPG train now. If a place like Bethesda is rejected there will be no one to champion the torch of RPG, for that new IP is needed and my articles over the last 2 years will give a new developer (for Amazon and Tencent technologies only) a brisk handle of raking in the profit, because gamers need a place to be and it is way to soon to tell where they go, but if Dan Vasc is to be believed RPG gamers will need a new destination and the 60,000,000 copies that Skyrim sold, implies that there are a few million out there panicking and seeking a new refuge. Plenty will be happy in the Sony camp with its offerings, but not all are Sony minded, that is fine, there will be options for Amazon Luna and Tencent Technologies if makers of games wake up, because the wake up call I just witnessed was a loud one. Was it loud enough? I reckon that by the arrival of next weekend that will be a lot more clear for all to see.

It turned Monday 96 minutes ago here. How is your Sunday going?

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The Shallow sea, an idea?

It came to me yesterday, but I was uncertain what I was looking at. It was not a game, it was at best a stage, but the idea is set in the environment (sort of). We (most of us) are all about extremes when we game and I wonder why that is. As such I got the idea of ‘The Shallow sea’ the stage is set on a train depot, the water has risen and the trains are under water. A mere 3 meters under water, so when you stand on a cargo cars you are up to your shoulders in water. You would be dry on double stacked containers and there are some, but not all. So here we are in a place called the Santa Fe Freight Depot (the place I initially chose) you see, this stage could be a mere stage, but it would be a game in itself. If not for looting, then it would be to find stuff to keep your community afloat so to say. You see, these stages are nice, they are big and they have a whole range of options. But that is the nice part of Streaming games, you can make them a lot bigger than any PC or console game. This setting was done to emerge ourselves into the water life around there and as the trailers would have been there for years, finding goods is a bit of a challenge. Small sharks, barracuda’s, turtles, plant life. A place that evolves over time that you play this level (or game). You see, I was a little irritated with Far Cry 4. Far Cry 3 was awesome and they tried to replicate this. The scene is beautiful, yet well over a dozen times and hour to hear ‘eagle, eagle’ and to get that irritating budgie take another health slot and the irritating ‘heal on my screen’ ALL THE TIME was getting to me. That fictive place Kyrat has more eagles than the nation of Tibet has people. Add to that all the other ‘predators’ and you see why that game has no real setting for a long life. These parts matter, because in a place like I just described, a small shark might appear, but it is really rare. A stage where we can admire the sea life and have a story as well. And the larger setting is not whether this is a game, but what game could achieve the close to impossible when this is merely a level and that is what we forget. Gaming and RPG is not about milking and farming. It is about enjoying the sights. Bethesda and Ubisoft took that away from us and it is time to create games where the people can enjoy the sights again. Yes there should be a conflict and ‘challenge’ side to this, but it should not take away from the joy of gaming. The joy of lore and the joy of going somewhere. I believe we lost parts of that and the streamers could give that back to us. Consider The Horizon games (Zero Dawn and Forbidden west), would they not be even more fun if you can walk through these worlds (after you finish) the games? A stage where the machines are diminished by 90% after the game is completed so you can enjoy the art, the looks and the amazing graphics that the game brought? Restoration might no longer become a Elder Scrolls game, but the sentiment and the setting could be a nextgen. Whilst people game more of the same with Hammerfell/High Rock another developer could bring out a while new kind of RPG gaming and there is space for more, there really is. The new Horizons is likely to come in 2025, A new Elder scrolls with a speculated date of 2028 and that is pretty much it. There is a lot of space here and the Streamers (Amazon and Tencent Technologies) could create amazing new IP by early 2025, with Horizon 3 being to only opposition for years. That is what I tried to tell developers. And if they aren’t getting that, they will be complaining on the side roads. A few more ideas came to mind, but that is for another day. You see, the population of gamers (those who aren’t focussed on some Call of Duty clone) will change and with the tablets forcing advertisements down their throats, it is likely to change a lot and that is where the streamers came in. All paths Microsoft ignored and now there are other options and Microsoft will not be invited (the joker isn’t allowed in bridge). You think I am joking, but I am not. You see gaming for the joy of the game is a forgotten art and those shouting ‘their fragrance’ are about to learn that not listening to gamers comes at a cost and they will go where the joy is, that was why my IP had the appeal (a speculated shine). And that was why I was trying to sell it to Kingdom Holdings. A business man like Al Waleed bin Talal Al Saud would know what the power of 50 million subscriptions brought. There is every indications that Amazon and Google overlooked that part and Microsoft was not invited to that party. So there we are in the shallow sea. ?The water up to our shoulders and the question becomes. Would you nag, or would you see what beauty below the surface of the Santa Fe Freight Depot could be brought to life? I leave it up to you. 

Enjoy Sunday. 

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A casually added cog

This is a stage that has taken time. I wrote about parts of these settings as early as 2021, the last part was I believe in February 2022 (see image below). 

I never stopped thinking about it, but it is all related to the design I made for Elder Scrolls VII (it was 6) called Restoration. Of course as they are now part of Microsoft helping them is a big no-no. Yet the setting could be used for Amazon Luna and Tencent console developers. And lets be clear. Chinese developers are hungry for profit, the question is can they responsibly develop the next generation RPG games. Not, some copy of Bethesda, but a new unique IP? I have too little experience there, so I cannot say. But when you consider the overhauls I designed for RPG, including parts Bethesda never touched. A new NPC combat system making the next generation an entirely new challenge. Yet in all this, my mind was set on looting. I needed to make it new and optionally unseen before. You see most RPG makers took the lazy way, most copied ideas from Bethesda and the early developers. As such I had an advantage. No one had taken this road before, all because I believe in checks and balances. And as such the cogs helped me and at that point I added a cog (optionally two) and that stage could end up having more options. A setting where we see the stores in places like Chorrel, Bruma, Riverwood and no one saw the missing element. As such there are a few options to develop making the stage larger and there might now be an optional requirement to make the map larger still. You see, developers have good ideas and they have bad (or non-workable) ideas. I get that. But how many got irritated in Far Cry 4 when you heard another eagle warning? That game has more eagles than Tibet has people. It just doesn’t work. The idea was great, but it should have been limited to a handful of encounters, not a dozen eagles each hour. It was at that point that my mind wandered into the loot system and adjusting and redesigning it. That also led me to additional shops. Some might be in general stores, but the larger cities could have these two stores, offering more options to make cash. This led to a new artisan that could adjust your gear and items. 

And the funny part is that Bethesda should have been ahead of me, they were not and now others get to benefit from this. I still hope to sell my other IP to Amazon or Tencent Technologies and if they want the other parts added, I might not complain. The reason for me writing this here is that players like Bethesda might shout that they had the idea too, but I wrote about it now, so where were they? Launching Starfield? Yes, I have seen some video’s and I wonder what will happen. I am not commenting on them as I cannot verify the validity. There are plenty of haters around and I am not one of them, I will not feed their hate hunger. And that gets me to the hunger stage, another setting that has been explored in a few ways and plenty of them in good ways, but one side they all neglected. I wonder if someone catches on or if that idea will be added to the pile for Amazon and/or Tencent?

What is clear is that if I am correct the future holds the greatest RPG year we have yet to explore and that will be on the developer waking up. 

Enjoy the rest of the weekend.

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Are they really?

I have had my issues with Microsoft for the longest of times and for the most I never cared, that was until they decided to mess with the serenity of gamers. At that point I became livid and I made mention of this as late as yesterday (read: previous article). Then I saw a piece by the Verge and I had to let that sink in. The article (at https://www.theverge.com/2023/8/30/23851902/microsoft-bing-popups-windows-11-malware) comes from writer (Tom Warren). He is a senior editor covering Microsoft, PC gaming, console, and tech. He founded WinRumors, a site dedicated to Microsoft news, before joining The Verge in 2012. He still looks like a teenager in the photo, so he might want to update that one. Even as the article starts with “I thought I had malware on my main Windows 11 machine this weekend. There I was minding my own business in Chrome before tabbing back to a game and wham a pop-up appeared asking me to switch my default search engine to Microsoft Bing in Chrome. Stunningly, Microsoft now thinks it’s ok to shove a pop-up in my face above my apps and games just because I dare to use Chrome instead of Microsoft Edge.” I reckon that Microsoft has been desperate for a while and I had my issues with sicofans pushing edge in my Google search issues, but now we get that Microsoft is on that same page. So when we get to “We are aware of these reports and have paused this notification while we investigate and take appropriate action to address this unintended behaviour,” says Caitlin Roulston, director of communications, in a statement to The Verge.” As such it is the same BS spin we have seen too often before. As I personally see it, a pop-up is not unintended behaviour. It is the mark of intent, as such how does ‘investigate’ fit? Is it their way of trying to ascertain how far they can go with these actions? Well, when you lose a match 5 times over (see previous article) that sense of desperation seems on point, not correct, but on point. You see, I wrote this before and I do not mind repeating this. I foresee Microsoft collapsing in 2026. It is still a fair bit away, but when the 5 lost battles also gets a new player on the field (Tencent Technologies) and that combination invokes close to 15% of the global population going somewhere else. How much damage will Microsoft endure? How much more damage will Microsoft spin until the banks start to catch on and even as we see reports that they only have a debt of $60,000,000,000 (which is not much compared to their revenue). The setting of losses across several industries imply that Microsoft will have to prune their corporate tree no later then next year, not doing so implies (implies is not a given) that 221,000 employees will have an impact on the total revenue and that is about to become a shifty one. 

You see if that was not on the premise of shifty, Microsoft would not resort to pop-ups telling people what to do (they will call it politely giving consideration to change). It took me some time to undo the unrequested changes that Microsoft minded people did to my laptop, as such I reckon that these pop-ups have larger impacts all over the field. How far it goes is unknown, because the media is too unwilling to look into matters. Microsoft is too large an advertisement account to unsettle (a personal issue I faced in 2012 with Sony), but it applies to all advertisers and now we see how filtered information works. When I seek (in Google) “Microsoft pop-up news” I get three hits, the Verge is one of them. None of the news media picked it up for any reason. Weird that.

The Verge also gives us “This isn’t Microsoft’s first rodeo, either. I’m growing increasingly frustrated by the company’s methods of getting people to switch from Google and Chrome to Bing and Edge. Microsoft has been using a variety of prompts for years now, with pop-ups appearing inside Chrome, on the Windows taskbar, and elsewhere. Microsoft has even forced people into Edge after a Windows Update, and regularly presents a full-screen message to switch to Bing and Edge after updates.” And this is before they hit the upcoming hard times. So when you consider that Microsoft has become the bully of IT, how much longer before you consider switching away from Windows? To Linux of Mac? 

And after all this, you should wonder how come the media is avoiding this issue. Why the media is just ignoring the bullied plight of millions, because that is what this amounts to and this is far from over. So when we consider that Edge’s is 8.1% on desktop and just 0.1% on mobile (another lost battle) and with Bing having a marketshare of 3.02%, which implies yet another battle lost. How many losses will Microsoft endure before considering to refocus on strengths. You see they are slowly losing the office market share too. So you still think that my predicted downfall of Microsoft around 2026 was a jest? How many times does any army need to lose before it is regarded as a has-been and now seen as a joke?

I let you figure that one out, but consider that their only asset is the ability to spin, how far will that get them? 

Enjoy the weekend.

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Sentimental journey

We all have these. It usually is about something personal, something we are passionate about and mine for the longest time has been gaming. I took a sentimental journey by replaying Far Cry 3. It still had all the flaws (replaying on the PS5). One was a design flaw, one that massively annoyed me, one was a ‘weakness’ and one was open to debate. I replayed the game 4 times and in order were the PS3, Xbox360, PS4 and now PS5 and this time I stuck around to get the platinum achievement. Three I never had, one was due to me not looking at the issue, one was because I never found it (that Hollywood star with his head above the sand). The toxo thingy (because I never realised that you could do those with explosive arrows and the gamble bully as I never cared for poker. This time around there was just the poker part missing as such I ended doing a side quest I merely shrugged at and now I have it. OK, I looked up that Hollywood person. I initially thought it was one in my party to save. So when I found the solution I had to giggle. This is one of those moments I applaud the makers for such a sneaky achievement. 

This also stirred a few other things. You see, there is a game I want remade, but remade different and now it might not come to consoles because this is a streaming option. I also have been rethinking a few settings in the original games and how it might be done differently and that got me to a new approach to ‘family’ trees. Whilst everyone is rethinking ChatGPT and taking swings at their version of ‘AI’, I have been considering another use. A use in gaming not used before, not to ‘extent’ the gamer, but to extent a system that allows for ‘shoddy data’ and is set to parameters where we decide what to include and what to filter out. I considered it for a while and I suddenly that in some trees pruning is not the reward, but correctly pruning leads to a bigger reward and that is merely one stage to enhance an old game 30 years later and create a very new game. As such I now have 2 out of 4 stages of that game thought through, the third one is also there, but I believe that we need to tune that a little more. So whilst Microsoft is spending billions and billions to acquire IP, I merely thought it through and have a setting of close to half a dozen games ready to add to the Amazon Luna and Tencent handheld stables. I just can’t stop giggling at that premise. They (Microsoft) is trying to spend $69,000,000,000 to buy Blizzard and an idea that could be seen as outdated, I am about to hand Amazon and Tencent Technologies IP at less than 0.1% of that and they end up with half a dozen games that Microsoft does not have and will not have. In the meantime thanks to a brisk idea Vint Cerf had when he was an old-boy at DARPA led to an idea to a new approach to NPC enemy intelligence. Yup, Microsoft really played that part in a boneheaded way. And now (after they spend $7.5 billion for Bethesda) all eyes are on Starfield. I am not focussed on it, because I refuse to get the new Xbox and should that title fail, the goose of Microsoft will be sorely done. I honestly hope it will go well, because hoping for someone’s game to fail is just a dick move. I will merely never play it (unless it comes to PS5, which is a not going to happen). So I am not a starfield hater, but Microsoft placed a bar too high for normal games and now all eyes are on Starfield. I however decided to be more creative and designed several games exclusively for Amazon and Tencent, several of them I placed in the Public Domain for exclusive free development for these two systems. Yes, I know that this was a stretch, but the more I design and the more Microsoft fails, the bigger the loser they are showing themselves to be. It is a stage of lose some and lose some more. And now that my first IP is close to completely redrawn, Tencent Technologies stands to make a fortune on the space that Google Stadia once had and that spells out more bad news for Microsoft. 

Still the sentimental journey played its part. I have been driven (over time) towards games like System Shock and stealth games. Now I see that these stages are also drivers for new IP, not a copy of an old idea, but completely new IP, and as I personally see it Microsoft has nothing to counter it. Yes, Starfield will be new IP, but that is one IP on one system and they are still feeding the Game pass. I have several pieces of NEW IP, new that is never used and to a degree never seen on consoles. As such not only does Microsoft have contenders, but with their Call of duty fetish, trying to counter Epic and its software, they left too much lying on the floor and Tencent Technologies is starting to catch on where Amazon, Google and Microsoft decided not to look and now they are about to become the competitor Microsoft never banked on and as such they have more contenders to fields they never completely understood. First there was Apple with their iPad and the Windows Surface giggle never got close, then there was Amazon with AWS in the first (eat your heart out Azure) then with the Luna and there is Microsoft losing the streaming console war all whilst Netflix is a new contender costing Microsoft even more. Then there was Sony beating the Xbox version X (or was that the Nth degree). And now Tencent Technologies is about to enter the field giving more and more competition to Microsoft in streaming solutions. Making Microsoft the loser 5 times over. So Bethesda has an abnormal amount of pressure on it to make Starfield a lot better then good and after the epic failure that Redfall has become with additional promises not met 3 months later, all eyes are on Bethesda and I do not believe that is fair on Bethesda, but the premise was pushed by Microsoft and they will need a scapegoat should things go south, no idea how they will do that, but there you have it and I am handing over IP for free to anyone that is not Microsoft. You see, to avoid fish getting caught, you can either take the fish away, or make the pond a lot larger. I opted for a combination of both and when my initial premise of 50 million gamers is met, Microsoft will have to hand over the field yet again. Because it is not merely that I gain these gamers, Microsoft will lose those people in a few ways and that was the initial stage. It might be delusional, but I believe that giving gamers pure gaming pleasure is one way of gaining their trust. Not the trust of some analyst and some bing stage, but a stage where gaming for the sake of fun will endure long after Bing went the way of the dodo. I had hoped it would be an Amazon/Google win, but there is every chance that it will now be an optional Amazon/Tencent win and that will lead to a lot more damage to Microsoft over time. 

So whilst some will throw all this to my delusional side, I decided to blog the ideas so that they became open and Public Domain and I there is no regret here, I just came up with another part to an idea that could please a whole cluster of gamers, how large the cluster is is unknown. I understand that this is not some Call of Duty clone and as such plenty will not care for that game, but I believe millions will and that opens other doors and close the doors of Microsoft all at the same time. Why use energy twice, right?

I just have another idea. I think I wrote about it before. I should give it to Netflix as soon as possible just to piss Microsoft off and the more streaming gamers out there, the less is left for Microsoft and lets face it they have 238 million subscribers, so giving them IP merely slows the Microsoft cattle and diverts some of them to other places, a stage Microsoft cannot control and they lack ability to coach. Yup, now just to hand it over to Netflix and another loss for Microsoft is coming their way.

What a lovely way to start Friday (in 9 minutes).

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It started with television

To get the entire mess I will start with a television episode.

The line was “Not that I don’t appreciate the sentiment behind your nightmare scenario” it was linking a conversation between President Bartlett and Dr. Takahashi. The episode was ‘A good Day’ season 6 episode 17. Yes, this part is fiction and some of the mentioned elements were too, but not all and that is the striking part. This episode aired in March 2005. You think that would be the end of it, but you would be wrong. Lets take a look at reality.

The Financial Times gave us ‘Saudi Arabia cuts holdings of US Treasuries to 6-year low’ on august 17th (at https://www.ft.com/content/2925952d-1e20-4748-8fa4-05b3605fc46a). There we are given “Saudi Arabia sold down its holdings of US Treasuries in June to the lowest in more than six years, as the kingdom directs more funds to foreign equity and domestic investments. The kingdom held $108.1bn of Treasury securities in June, down $3.2bn from May and below the $119.7bn it held at the end of last year, according to data from the US Treasury department.” This is merely part one, the second part is seen with ‘China likely to cut more US debt holdings’ (at https://www.chinadaily.com.cn/a/202308/16/WS64dce79ba31035260b81c880.html) this is not the end, this is merely the beginning of what was described in the West Wing as the nightmare scenario. You would think that the EU and Japan would come to the aid of the US, but you would be wrong. Mario Draghi overspend trillions in the past and now the EU credit card is stretched to the max. Japan had in March 2023, a Japanese public debt is estimated to be approximately 9.2 trillion US Dollars, or 263% of GDP. Japan has no place to go and that is the beginning of systems collapsing. The US is in its endgame towards becoming an economic third world nation. 

Yet there is more tom come. We also get (at https://finance.yahoo.com/news/death-entire-financial-monetary-social-180841464.html) ‘‘It’s The Death Of The Entire Financial, Monetary And Social System’: This Market Expert Warns The U.S. Dollar Is Quickly Losing Its Reserve Status.’ I do not know Jing Pan and I do not know whether she is correct, but she gives us one part that struck a nerve. She gives us “In March, the collapse of Silicon Valley Bank grabbed major headlines. After the bank sold its Treasury bond portfolio, it incurred a substantial loss, causing depositors to question its liquidity and leading to a bank run. Amid this market upheaval, Silvergate Bank, First Republic Bank and Signature Bank failed as well. “This banking crisis is not over,” she said. “Maybe they’ve been able to paper over it, and so everybody is calm, and you have consumer confidence going up and all of this other kind of garbage. But it’s built on a house of lies.”” It struck a nerve because I got there through different means. You see when the SVB issues was playing out, we suddenly get a news article with Janet Yellen who is keeping tabs on the situation. Janet Yellen, United States Secretary of the Treasury. Not some governor from California, not someone from the banking industry. No, it was El Jefe from the treasury herself. It was overkill. I had issues and I wrote about them earlier (not sure when). I wondered why the SVB was in that setting and why Yellen personally took notice. I wondered who was holding the US bonds. Because banks had some of the bonds, but no one had a list of how much and no one had a clue (or remained silent) on how much the SVB was holding. 

As such I had an issue, things weren’t adding up. And now the two largest finders of the planet are shedding the US debt. As I see it the US has painted themselves in a corner and things will go ugly soon enough.

This is where the next article comes in. The article (at https://tickernews.co/u-s-credit-card-debt-levels-just-surpassed-1-trillion/), which is not the only source gives us ‘U.S. credit card debt levels just surpassed $1-trillion’, as such 300 million people have a collective debt of over on thousand billion. This amounts to the degree that every American has a debt well over $3,000. So how will this unfold when the dollar drops? Now, I am generalising but the larger stage is now set. Bonds are going nowhere and in 2022 long-dated U.S. notes lost 39.2% in value. So how safe are those bonds now? We know about the inflation and that it is rising, but CNN reports that ‘US banks sitting on unrealised losses of $620 billion’. This came to us in March, as such the SVB issues are rising, are they not? So where are those bonds? Who is reaping the losses on that one and the nightmare scenario that a television series gave to us in 2005 is about to become a very real issue in 2023 and 2024. 

We might have thought 20 years ago that bonds were the safest place to be, but only 20 years later and this is no longer a reality and moreover the allies of the USA are shedding them, or cashing in to reduce the damage from them. This leaves America in a very vulnerable position. As I personally see it, they painted themselves in a corner and the windows on the two adjacent walls are soon out of reach to anyone in that corner. To add to this, the paint is red and massively toxic (as I see it), so no release unless someone can find a little over 20 trillion to help the US, the usual suspects are out of cash and I reckon Russia will not offer help either. Consumers have a total accumulated debt that surpasses a trillion and the bad news keeps on stacking up. All because politicians were playing the ‘screw it’ card. Now that the ledgers are up for grabs the US is sitting in the worst spot it has been in in well over a century and corporate and business America is looking for any way out of the US at present. 

When you see that image and you add the failures of Microsoft a different image comes to mind and it is not a pretty one. So why Microsoft? Because it is part of the Dow Jones Index. It might only be for 4.9% but when that goes south the DJI will see a much larger problem. You see it is not merely Microsoft, it becomes an issue for Goldman Sachs as well and when the dollar collapses. What do you think that places like UnitedHealth Group, Johnson & Johnson, VISA, American Express and Walmart will be left with? When over 150 million will have no money left the consumers pushing the aforementioned companies up will also fade pushing rates and results down. All things that could have been seen will over 2-3 years ago. And there is no blaming the Russian-Ukrainian war, this would have happened no matter what. Optionally it happened sooner, but not much sooner. 

Even if ‘A good day’ was the start, the settings have been in place for years. I believe the media merely looked the other way, because the other view was sexy and optionally offered more digital dollars, another funny money business. 

So am I wrong?
That is the question. I could be and relating articles like I am is to some degree folly, but it was all I had at the time. And if there is an economic person (I am not one) giving us a clear answer why I am wrong, I would accept that, but there are too many issues in the field and there are too many issues out in the open. I wonder if anyone could counter them all. But I will keep my eyes open to see if someone goes that way.

Anyway, have a great day and I am about to start the final day of the weekend.

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When the marketshare is murder

That is the setting and at first I would not really believe it. It sounded correct, but to be honest. I did not think that a place like Microsoft would intentionally target victims, but then there was a second source, the Guardian no less and that’s hen the disgust set in.

You see we know advertisements, we know advertisers, but for a system like Xandr to intentionally target people with gambling problems is a new low, even for Microsoft. This is what the article (at https://www.theguardian.com/australia-news/2023/aug/15/tab-gamblers-betting-australia-targeted-microsoft-xandr-advertising-database) gives us. The article heads the accusation with ‘‘Heavy TAB gamblers’ among groups targeted by online advertising database’, there we are told “The dataset of 650,000 international “audience segments” was discovered on the website of Microsoft’s advertising technology platform Xandr by Wolfie Christl, a privacy researcher at Cracked Labs. It listed dozens of data providers looking to offer advertisers the ability to reach certain types of people online”, so not only does the law seem unable to deal with drug pushers, now they are enabling a place like Microsoft to hit the internet by ‘gamble pushing’ victims of this event. As such we get “Of the more than 40 categories identified as related to Australian gamblers, the majority were split into subsets related to gambling interest, sport interest or a particular venue: “Gambling at Pub / Club”, “Spring Carnival Punters” and “Online Gaming – NRL”, for example”. I think it gives a new meaning to the slogan “Long may we play”, perhaps it should be “long may we exploit the gamer”, even though gamer is a stretch, the fact that I have seen scores of these advertising on on Apple, my thought might not be too far away from the reality that people face. Then we go into the unknown with “Everything from our location to our purchase history are data points that can be packaged and used to serve advertising, often through the creation of profiles based on assumptions about our demographics or potential interests. But we know remarkably little about how the ecosystem works.” So not only were we served all kinds of BS against Facebook and Google Ads. These same BS servers have no idea what Microsoft with its Xandr is up to? How is that for slow minded investigations? 

Even the excuse was ‘outdated’ and moronic. What we get is “Microsoft said in a statement to Guardian Australia that the document was inadvertently published on its website and was outdated. The spokesperson said Xandr’s data privacy practices were regularly evaluated “to ensure compliance with applicable data protection laws”.” The words inadvertently and outdated are stop words into nothing. The fact that this data existed was wrong to begin with, they were going after a marketshare, the desperate (as I see Microsoft) are so hungry for revenue that they are willing to look the other way in too many cases. I believe it was 10 years ago when I wrote an article with data that Microsoft was uploading xbox data in excess of 20GB in a month. So, why was that? It was also on dates when I never touched a multiplayer game, I checked the data and the amounts and they did not add up. Was that to feed Xandr? Was that to feed other needs? So what would have happened when Microsoft got to complete the Activision Blizzard deal? How much data would Microsoft get access to? I wonder how many people took a hard look at that, because in March that was 368 million gamers and all that data would be going somewhere, would it not? It might be nice for Activision, but I have some hardcore reservations when Microsoft gets involved. And now that we see the accusations by the Guardian, the show changes. The fact that Microsoft would allow to hammer the people with a weakness to gambling makes me wonder how they are getting the other $198.3 billion in 2022 with 6.8% more in 2023. So how many victims did Microsoft approach? All questions, but there is a downside there, the questions should not even exist and that it the disgusting part of this setting. Until today I never thought Microsoft could sink that low, but there is space to think they could do worse and that is an unsettling stage. So where are these high and mighty senators now? They were all willing to grill Facebook and its founder Mark Zuckerberg. Where are they now? Does Satya Nadella have too many friends in the senate? Is that why they think they could avoid this? Inadvertently is not an excuse, outdated is no excuse, that dataset should never have existed in the first place and that is now the larger question. Why was that dataset created in the first place. One source gives us “Xandr is used by 0.8% of all the websites whose advertising network we know”, yet what we need to realise that there are (according to some) 1,986,154,062 websites, even at 0.4% that amounts to 7944616 websites and if even one of them is Yahoo or any media site, the damage gets to be astronomical. But I reckon those senators will gladly pass over those numbers, won’t they?

We get it, advertisements are part of our daily life, but what happens when victims are intentionally targeted on their soft spots? Did you think that through?

Enjoy the week and remember the next gambling advertisement could be a mere click away if you are being targeted by Xandr.

 

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Discrimination Legislation of America

This is not new and I have talked about it before (some time ago). This all started with a Tweet, not the most academic source, but it gave me somewhere to start.

Then I went out and looked for something more reliable and Forbes handed me (at https://www.forbes.com/sites/alangassman/2023/04/07/bidens-war-on-billionaires/) a story from April. 

The setting given is ‘Biden’s War On Billionaires’ (at https://www.forbes.com/sites/alangassman/2023/04/07/bidens-war-on-billionaires/) it is there we see “All American earners are subject to federal income taxes, but not everyone is subject to the same tax rate. While middle-class Americans pay, on average, roughly 14% in federal taxes annually, the wealthiest American families frequently use loopholes to avoid paying these tax rates.” This is one point of you and it is not an invalid one. Yet, in black letter law the US has tax laws. The law is what nations rely on and I agree it is not a fair one, but guess what. This is the fault of the US Congress and the US Senate. I have been talking about fair taxation for over 10 years. But the law is the law and there is an additional setting, the reason why people focus on Jeff Bezos, this is merely a first step. You see, that 20% will do nothing, America is in too deep, it is a sinking ship and the only thing these political people want to do is step out, so they can say not was not on their watch. It is too late for that. You see when that first law is passed, they might get a chunk of Bezos, but they will also get a chunk of Marc Zuckerberg, Elon Musk, Marc Benioff, Larry Ellison and that list goes on. My issue is that this is discrimination, Ageism (age discrimination), economic discrimination is also discrimination. So they are going after the real innovators, real inventors and what America wants is not their money, it is their IP, or at least part of it and co-controlling it. You really want all these systems to be co-owned by the USA? Whatever freedom you thought you had would be gone. The US has been playing stupid since the Clinton Administration, it was the last time that the US had green numbers, since then the allotted a debt surpassing $31,000,000,000,000 dollars. The US is broke and they are now in it to delay for whatever time they can. The USA has become a sinking ship, they are patching holes by cutting pieces out of the same leaking hull, it never ends well. I have pleaded for tax law overhauls for well over a decade. I noticed the slippery slope close to 25 years ago and it impacts the EU and Japan as well. China is growing, China is becoming the next power player in its lonesome position. BRICS is becoming an inner circle with China in the lead position, the moment it sheds Russia, their geese will be count as well. BRICS went from the elite of 5, to a group with 40 nations interested, the lead of the US is gone. No one follows the broke person who can no longer feed itself and with the the Kingdom of Saudi Arabia and United Arab Emirates added to the BRICS group the US has very little left, so now they are setting the stage to go after the billionaires and whatever more they can get. Yet in all this the numbers of what Apple (Amazon, Facebook, Google and Microsoft too) paid in taxation. That would have ben the fair setting, but no one is really digging into this, are they? Fair taxation starts with the corporations that was the first step and that has been overdue for decades, the loopholes had to be dealt with and that never was, that is the real story. Jeff Bezos et al used the legal options like tax lawyers to avoid paying more taxation than was required. Tax avoidance means “the use of legal methods to minimise the amount of income tax owed by an individual or a business”, which is perfectly legal, tax evasion is not legally stated and a crime. This is the stage that brings in the players like PwC, they are one of the leading experts in tax avoidance, this is why a tax overhaul had been essential for about 25 years and now it is too late. The us has its opponents knocking on their gates (BRICS and their members). So we get another populist call for taxing the rich, but it is the tax system and IRS who needed to clean their houses, they never did. I am no friend of Jeff Bezos, I do not think I ever was but that man took an online bookshop and turned it into something huge, then he went against the biggest tech company of all and created an equal if not a better version with his Amazon Luna (against the Google Stadia) which made Google leave the field (leaving billions on the floor), it almost destroyed Microsoft with its Azure through Amazon AWS. Two clear wins by (an online) bookshop. That is what Jeff Bezos did. You have to respect that and the others made their own innovative futures. Now the US wants to go after these innovator? So what happens to the US when these places resettle in BRICS territory? Good luck with that idea. So consider the Discrimination Legislation of America, the DLA, which by pure coincidence (LOL) also means Disability Living Allowance. The pay setting that most Americans are about to get towards to. Consider that the DLA ranges from around $1,000 – $5,000 depending on the member’s pay grade and dependency status. You can normally only receive DLA once each fiscal year. So a maximum of $5000 a year to make ends meet. Where in America can you live of that? I am not certain there is any place that will make America liveable and when the larger corporations leave that will be close to all that is left, until the money is gone. That is the future and I tried to warn you all, not to bite the hand that was feeding the US (Saudi Arabia) and when the tech players leave billions on the floor, why is that? I will let you decide.

Weekend is entering the last hours of the day, it is at the end of Sunday in the East (New Zealand) and at its start in Western Canada, enjoy.

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