Tag Archives: Microsoft

March 26, 2023 · 05:54

What business plan?

The very first thought when I saw a Nordstrom video less than an hour ago. In light of the closure of Nordstrom someone made a 4K walkthrough of the Nordstrom shop in the Eaton Mall in Toronto, which is their flagship. The shop is about 220,000 square foot and the first thought out of my mind was ‘Are you flipping kidding me?’ And I suddenly understood why Nordstrom never made a profit. I cannot understand why the people there did not see this right off the bat. In the first the shop looks pretty amazing, but overly spacious and not in a good way. The shop has about 70,000 square foot of unused space, that is a third and mall space is expensive. So to be wasting space to the likes of 70,000 square foot. I found one source with a price (not verified) of $1,450 per square foot, implying that Nordstrom was wasting $101,500,000 EVERY YEAR on empty space. So what kind of business plan is that? And the video (at https://youtu.be/6IQMgV_7uqE) clearly shows the waste of space. You could setup the entire shop in half the space and when you reduce the cost of one shop by $51,000,000 it amounts to a large sum of money. I do not care what the vision of these people were, when you optionally have 13 stores in the same setup, you are wasting hundreds of millions a year. Now, we know that the others are smaller, but it still implies that the stores were wasting close to half a billion every year. So what gives?

When I wrote ‘The unplanned story’ (at https://lawlordtobe.com/2023/03/21/the-unplanned-story/) on the 21st of March, I did make mention of “there is a weakness in your business model, but I do not think it was enough”, in this malls tend to be the same and I did not give it the consideration I optionally could have. I never expected that Nordstrom wasted space to the degree they did. There is more, it seems to be some elite store and Canadians aren’t too elite based (well over 40% of the male population loves their hockey jersey). A shop like this fits Los Angeles, optionally Rodeo Drive, but even then this flagship there would become a money pit soon thereafter, especially when you waste 70,000 square foot of space. 

I keep on coming back to the thought, who were these people wasting money to this degree? You see, covid or not, I expect that covid had a massive impact, but the clear waste of space is boggling my mind. Malls are expensive and that keeps on badgering my mind. It also reminded me of a place called Meddens in Rotterdam. A fashion store with exactly the same setup in a place called ‘Lijnbaan’, there is however a difference. The people behind it were brilliant and they bought the entire block. They became an eccentric and exquisite shop, but as they owned the block, their $100K gamble became a multi million euro win and it funded expansion after expansion and after 180 years (in 2010) the 6 shops stopped. I reckon 180 years is a good run. A shop like Nordstrom that stated to CBC last month “Despite our best efforts, we do not see a realistic path to profitability for the Canadian business.” Well, when you waste that kind of space I am not entirely surprised. And it will not take long for places like Holt Renfrew, Hudson’s Bay, and Simons to gobble up the clients. Personally I hope that the staff members will find space in these places as well. They tend to be victims of a business plan, not the instigators of it. It took the parent company less than 10 years to see wisdom and with an earlier quote (I think it was CBC) that they never had a profitable year I actually wonder why it took this long. 

The more I saw of this video the more questions came to me and I have no idea what these board people were thinking (if they were thinking). I might seem happy, but I am not. I do not relish anyone’s downfall (Microsoft being the exception) and this shop was managed floor by floor by people who loved their job and their space. You can see that with EVERY display in that shop and there are many of them and we would want to give them a pass for covid, but the shop was not doing well years before that point and that partially angers me, waste tends to do that. A weird start to Sunday for me, but when I see the evidence I am not really overly surprised on the outcome, merely on some people not seeing this clearly years before me.

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March 25, 2023 · 21:50

Another promise in the works

It was a mere 15 hours ago when we were given ‘UK regulator no longer thinks Microsoft is buying Activision Blizzard to make Call of Duty exclusive’, which might be true, but Microsoft created waves when we were told that Redfall was made an exclusive the moment Microsoft bought Bethesda. Now this does not mean that Call of Duty is becoming an exclusive, but there are other things that Microsoft could do and over time we have seen them do similar actions and they have made a $68 billion wager on ‘their’ success. As such I feel that I need to counter the setting by creating a new IP, never seen before and it will be an Exclusive for Sony and Amazon (well optionally whomever buys it will have it all to themselves. Yet the idea of slamming Microsoft in a few ways is oddly satisfying. The IP is at present set to counter whatever Bethesda and Blizzard have in the works. Of course there will be a time of growth and there is a timeline. Only stupid people think that they have a solution ready of the bat. I already created IP to counter Bethesda’s Elder Scrolls with IP that was actually meant for Bethesda, but when they became part of Microsoft, that went into the drawer. Now it serves my need to drown Microsoft in their own arrogance. So in the net IP instance, I focussed on an First Person game, the reason that CoD is First person, but there is a rather large need to go in another direction and I think I achieved that. I looked at combat, I looked at healing parameters and I looked at some of the weapon settings. Two elements I solved and even as you can collect some things, the aim of collection is set to a more redundant stage. A world with 800K opponents does not need to rely on weapons, it needs to rely on favours and I think I set that in a new limelight. The idea of blending favours and favoured weapons is something not done before (as far as I could tell) and in this world we all adhere to one master, well two if you are a proclaimed master of self. Then I considered the world of income and I discarded it in this case to a much larger extent. There will be options for barter, but bartering will be set to other needs (not missions). Then in light of my everlasting need for replayability I set mana to a different score, to the enhancement of passive abilities. There will be melee, ranged and weapons of reach. And your first choice matters, there will be no real switching in the initial game if you want to stay alive. You see in the old days people could hardly afford one weapon, let alone several. So I decided to set the combat to knife, dagger, gladius, sword, axe, club, mace, pitchfork, spear, bident, trident and a few more. But the game needs to be a challenge and there we have the larger stage (which will be revealed to some extent at a later date). As my mind sifts through challenges and opportunities it is important to keep this an open sandbox game, to give the people choice to go in any direction and to consider the realm they are in. I wanted more than a simple game with trigger points and that is where I found myself. There will always be people that prefer CoD, but when you consider what they achieved in NEW innovations, I feel I have a chance to make Microsoft regret their choices. If this game gets its own following and merely persuade 10% of the gamers to try something else than CoD, my job is done and when Microsoft has to do a Ubisoft and sell the game at 50% less (or more), that additional $68B anchor (in addition to Bethesda) it becomes a $100B chokehold and as I wrote 2 days ago in ‘One thought counters another’ (at https://lawlordtobe.com/2023/03/23/one-thought-counters-another/) the simplified quote “To merely break even Microsoft will have to exceed 72.8 million of PROFIT every day between now and 31/12/2026 and that is merely to cover the last three spendings, not all their waste.” As such I ignored a few items, but the short and sweet became that they need $72.8M a day to break even, so when my IP allows Amazon Luna and Sony to diminish that to a mere $32M a day with the added thought that in gaming they have no chance of getting anywhere near that $72.8M a day, especially with GamePass in play, they stand to lose more and more money. The added benefit of IP that is there not for Microsoft products, Amazon will grow (still hoping they buy the other IP which would land them well over 50,000,000 subscriptions)and Sony will grow a little more too Sony might not grow too much due to me, merely because they have an amazing lineup of games already. But I am adding them to make sure Microsoft gamers will see that there is more out there and the CoD fans will stick with Microsoft, I get that and they are ‘devoted’ fans, but when they merely get more of the same and they seek out other shores, Microsoft will truly be done for and at that point the Exclusive needs of Microsoft are merely nails in their expensive coffin. 

This is seemingly becoming such a nice weekend. I will have a cheese sandwich and consider to meditate on an old expression of adding the angel’s share to the game. I could not find anyone who did the same ever.  A game with over a dozen unique parts never seen in FPS games before. It sucks to be Microsoft soon enough, for now lets see how arrogant they remain.

Enjoy the weekend!

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March 23, 2023 · 09:14

One thought counters another

This is a case we sometimes face. My thought counters theirs and their thought counters mine. There is nothing unnatural about it. In a setting where we applaud, respect or even merely accept the scales of balance, we see that one side counters another. Balance is natural and that is important here. You see, players like Microsoft have been fighting balance for their own selfish little needs for the longest of times. Now, this does not mean that Amazon, Apple, Facebook and Google are not like that, but they tend to go with the flow for most of the time (Facebook perhaps a little less than the other three). Apple might be the most in tune with the scales of balance, but that is from where I sit and might be incorrect. And this all started with ‘Microsoft says ten years is “sufficient” for Sony to create Call of Duty rival’, yes, I can do you one better. They can do it in half that time. More important it will not be some Call of Duty rival, it will be better. As Microsoft is becoming more and more of a hollow egg, the $69 billion more in the near future is also the face of a failing company. You see, You can buy all you like, but when the creative people walk away because they see the failing of a company who fails against Apple with their Surface, who fails with their Azure against AWS, who fails with their Bing against Google search is a company that is doomed and as I personally see it, it is in its last 1,375 days before it crumbles into a joke, that firm will lost a lot more soon enough. And it is not that hard an equation. To merely break even Microsoft will have to exceed 72.8 million of PROFIT every day between now and 31/12/2026 and that is merely to cover the last three spendings, not all their waste. That is why I know that Microsoft will fail. So I created in the past blogs the foundations of more RPG that I made freely available to people designing for the Amazon Luna. It is the final blow of failures for Microsoft. I don’t need to do anything for Sony. They have their horses in a row and they are ready to race. Nintendo has its own niche and they are doing fine. All settings that two gaming giants had racked up correctly. Microsoft betrayed their own gamers, blew its audience who is now taking a distance from Microsoft, and as such their population is dwindling down. Still think I was delusional?

It goes from bad to worse after that. Their own cornerstone is having more and more issues and people are willing to push away from that too. Microsoft office is too bulky and there is a lot of power in Open office and Google’s solution which apart from their spreadsheet is doing above OK, not to mention the fact that it is a free product. And in the graphic settings Adobe surpassed them in several ways all at once and in the age of Meta and their metaverse Microsoft will merely lose more and the need for the daily profit of 72.8 million that marker will merely bite more and more. With the Luna set to overtake (with a little help) the Microsoft streaming service they will get another opponent. It is Chinese Tencent who is already taking serious time to create Unreal Engine 5 applications. Another soft spot Microsoft was ignoring. Yes we are given all the spin in the media, but too many is created by ‘Microsoft Friends’ and we see AI claims all over and when we think things trough, we will realise that ‘their’ AI is data driven and they lack data. There is no way that some AI claim can create scripts. You see (deeper) machine learning can only react to data, react to events they HAVE and that means that they can copy and edit, but they cannot create. That is the first larger flaw. And now as I had another idea for Streaming gaming, there will be a much larger case for people to connect to systems that will deliver, not are bought and then altered to fit another need. That is a sure way to fail. One source (a few, but seemingly all from the same source) gave us “Redfall PS5 version was in development, but cancelled after the Xbox buyout”, so how does that align with a Microsoft statement that they would be everywhere? Now, lets be clear Microsoft is allowed to do what they do, they bought Bethesda, they are trying to own Blizzard. But what happens when we design new versions, new IP exclusive for Amazon Luna and Sony? What is their win when they spend $100,000,000,000 for a console that as some sources gives us 

As of June 2022, lifetime unit sales of Xbox One consoles in North America reached 31.58 million, while in Europe, lifetime unit sales surpassed 12.8 million with some partial addition of what was estimated that Microsoft had shipped at least 18.5 million units of the two consoles (series S and X) worldwide by December 2022. Now look at the Sony equation. PS5 sales have now climbed to 32 million, with 7.1 million consoles sold in the last three months alone, a dramatic increase over the 3.9 million sold in the same quarter last year. This means that the PS5 is almost equal on the Microsoft last 3 consoles, all whilst the PS4 has surpassed 117,000,000 consoles. Now they want to go to the cloud whilst their consoles are already doomed. So I am willing to set aside some creative time to make sure that they fail there too. 6 directions (tablet, SAAS, office, search, gaming and GAAS) where Microsoft fell short and keeps on failing, no purchase will counter that and the message merely gets to be worse soon thereafter. Now, do not discount some options. Microsoft will get some parts right, Starfield looks for all accounts amazing, but when there is an alternative people will go for the one solution that does not betray them. And should Amazon (or Apple) select my IP, they stand to get more than 50,000,000 more accounts making the failure of Microsoft even more dismal, especially as I predicted this setting for the better part of 2 years. No spin will work when there is a published article countering that. They are all about making a spin towards the future, but what happens when the ‘future spin’ becomes past and does not hold up to the numbers? That is the part Microsoft seemingly forgets about (again and again) and that wheel is merely spinning faster and not for Microsoft. They will merely lose more and more control. At some point they will need more money to repair the potholes of their shoddy road. Consider the Solarwinds issue and the fact that Microsoft was going to buy a cyber powerhouse (which became part of Google) and after that the media went dark, the spin failed, so darkness is all they had and the media complied. There were no questions on how Microsoft was going to deal with it after that. Weird he?

The list merely grows and at some point the media needs to do a 180 or accept that they are a Microsoft tool. So how many failures until the media actually turns on Microsoft? Perhaps the larger advertisement deals come through, but not for all and that is the counter that vanishes, especially when you consider that the world has 18,000 registered with the World Association of Newspapers (WAN). Some will lose and that is the beginning of a lot more pain for Microsoft. 

So whilst all of that is in play. I considered a new RPG, free for Amazon Luna and Sony developers. Consider the absolute hit the first 4 God of War games were. Now consider an RPG where Tartarus is actually mapped out. As such it is no God of War and you have no special powers, but a battlefield the actual size of America named Tartarus, the underworld where you need to keep standing, where you need to survive and each death restores you, but with the millions of opponents you cannot run into battle all the time. You need to find the relic weapons that have additional powers and perhaps you will at some point find an Olympian piece of armour or. weapon that gives you an edge. And it will be first person. So 9.9999 years before Microsoft imagined I gave Amazon and Sony a rival. That is the power of creativity, something Microsoft lacks, they surely lack it, because if blizzard is bought, many creative souls will retire with their part of billions and Microsoft end up with another near empty shell, product but without driving creativity. So how long until the makers at Bethesda will have had enough? How long until they think that Ubisoft is a better deal than Bethesda under new management? That is how I know that Microsoft is ticking away towards implosion and when that happens (within the next 1380 days) I will merely sit, sip a little Ice water and tell you ‘I told you so!’ Because I get to do that at that moment. Yay me!

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March 18, 2023 · 02:23

Retro engineering

This is a bit of a weird subject. It is not really that weird, retro parts are on top of our minds, well at least most of us anyway. And for the most it is in areas we normally have not that much of an outspoken voice to say the least. I started this thought as I woke up from a disturbing nightmare. I know it was disturbing in the way I woke up, as well as the fact that the dream is gone from my mind, it was gone the moment I woke up. This implies that it was unsetting in many ways. 

So the mind pushed me into different directions and that is where the retro mind pushed me. In computers the mind pushed me towards the MegaST. I always loved that one, I merely had the 1024STF (or something like that) and now we do not need the CRT monitor, but consider that this is the foundation of enough power for most of our daily needs and it still is. A 1991 released computer and it can do whatever we need and still could 32 years later. We all (including me) gave in to the BS of Microsoft and others. Then there was the old dream (definitely not a nightmare), you see if there is truth to that and Microsoft becomes obsolete in 2026, we will need alternatives and in that case an upgraded LINUX version for the 68000 makes perfect sense. We do not have to give in to the E-armistice race others are trying to push onto us. And lets be clear the 68000 was one hell of a graphic chip. Now this would give the field to Apple in a massive way, but for the most that does not scare me (at least if there is some truth to their streaming aspirations) and they will need an alternative path too, if thee is any hope of crushing Microsoft they will need a way to content with an additional 2 billion customers/households.You really think that the MegaST4 is such a bad run? Consider EVERYTHING you do now on it and consider whether it is possible on a 68000 (or 68020) now, for the most it is all possible and when streaming takes off, and it will, the push to buy a new and upgraded PC every other year will mostly be done for. I reckon the only really complaining part with be the bitcoin mining one and I reckon that group can be ignored for the most. And there will be competition, I don’t thing that this ill not be the case for one moment. At that point Sony will consider making anew PS5, sleeker and more refined to the needs of the household, not merely the gamer and it already has the power to do just that, it merely needs the interface to make that work and I reckon that it is not too far away as well. 

Then we get to cars, a subject I know next to nothing about. Yet here too Tesla has options. 

I personally always loved the Citroen DS90 (I know I’m dorky), but someone will figure out that the setting of these automated designs are over the top and someone will consider that the chassis of some retro cars are perfectly well, most of these retro cars cannot come back because the engine is not up to it, but with an electric car this goes out the window and the aging population can reconsider their first car yet again. And the DS90 has plenty of high points, the one thing it did not have is a lasting engine but the Tesla battery will come in handy at that point. Now that a car has a massively shifted interest. That car can now be safer, it can be more entertaining inclusive and it could be more desired. Lets face it, how many people go “I just love my Suzuki Swift?” They don’t, the group was specific, most were on a budget and most needed small space, plenty of them the second one more than the first and that remains an issue for a while. But consider where you are now, consider what is real and consider what makes you happy. Banks are bailing each other out with billions and at some point they will get tax benefits as well, billions they do not have to pay FOR you and they are happy, it is time to get some happiness back. Retro is one of those paths, we do retro things because they leave us with a feeling we missed. In clothing, in games, in stuff (like vinyls). It is time to consider the two elements that could add to this equation. Gaming and household items are one and we do not need to give in to the next Microsoft failure, no matter what spin they give it, cars is another. And these two have a following of billions. Don’t take my word for it, look around and see for yourself. When you overlook the dreams that we all have (me too), as the Bugatti Chiron is something I will never be able (or willing to afford), as I personally believe that a car at a million plus is folly on any given day with all the Karen’s and road rage moment out there, we get the sobering thoughts of what we always loved when we were young and a few models come out (in my case the Citroen DS90). And for these carmakers to return their golden choices as electric cars is the creation of another branch of what people actually want, no branding required and when some of them get back, they will introduce their first (or early) love to ALL their friends. A market that almost grows itself, like the almost forgotten MegaST, which could now easily become a MegaST128 (or 256 for that matter) and still be cheaper than that Surface joke at $2599. A market waiting for the right person to be captured, although the MegaST will need a massive OS overhaul, as well as an upgraded versions of Calamus/Pagestream, but here there is an upside, Adobe has parts of these for the 68000 as it is the old Mac version. Consider the Adobe suite which has nearly all we need, we merely need some kind of Lotus 123 version on there and our Homeoffice suite is ready. It takes that little and we add a few nails to the coffin holding the cadaver of Microsoft. Isn’t life lovely sometimes?

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March 17, 2023 · 05:23

Confirmation and standards

That is what I was confronted with over the last 5 hours. I got a message a little before that and we will talk about it. I mentioned it in my previous article. It connects to more, but that is not important right now. What set me off was the article (at https://www.arabnews.com/node/2268696/saudi-arabia) where we are given ‘Saudi energy minister: Kingdom will not sell oil to any country that imposes a price cap’. In this I agree, even if it hurts me badly. You see the US has been crying on expensive oil, but the price is set as well by Brent oil, an American firm. One that has the BIGGEST production of oil on the planet.

So when we are given “Spare capacity and global emergency stocks are the ultimate safety net for the oil market in face of potential shocks. I have repeatedly warned that global demand growth will outpace current global spare capacity, while emergency reserves are at a historic low.” I have no other thought but to agree. This has been going on for the better part of 2 decades. No one was complaining when oil was $40, but the setting differs. The US will not buy from Russia (which makes sense) and neither is Venezuela an option. The Arab nations are united in getting the best deal FOR THEM, which is done on a global scale in many commodities, but oil is not the US point of trade, it is THEIR anchor, yet no one looks at Brent oil and what it does, weird, isn’t it? We have seen the massive need to drop dependency on oil and in 2 decades nothing was done. The blame is all on governments for not acting, then 5 years ago an optional sidestep could be made, but the US government pissed of Elon Musk, whilst giving a free ride to that previous Twitter owner, that Dorsey thingamajig. But the Media on a global level REFUSED to ask him the hard questions. And now that it is too late, now that we see that a battery change was required 3-4 years ago, the Governments (especially America) start crying like little bitches. 

When a well can pump 10 cups of water an hour, and there are at any given moment 25 people needing water, some will go thirsty and that setting has been clearly there for over 2 decades. Why was nothing done? So when I see “NOPEC refers to a No Oil Producing and Exporting Cartels bill, proposed US legislation that could leave members of OPEC+ open to prosecution under American antitrust laws. The bill, which has been periodically proposed for several years, was revived this month by a bipartisan group of senators in Washington amid ongoing concern about high energy prices.” And here the thought “Are you insane?” pops up. In the first why is Brent Oil not mentioned? And it is so easily fixed. Saudi Arabia (Aramco) could deliver 20% less oil to the US and Europe and sell that to China, everyone happy, or not? It is not a concern for high energy prices, it is the bloody mess of inaction which can be clearly shown for well over a decade and when there was a solution, you pissed off the industrial that could have aided you. So how is that for stupidity?

The second reel
The second reel is different, it is not connected to oil, but optionally to stupidity (as I personally see it). I have seen now confirmation on two of the branches that this will work and due to a few changes, there would be a growing need for the third branch as well. For me it could be good, and could is the operative word as Google was asleep at the wheel and let it pass and Amazon doesn’t seen to be waking up to the billions they can get in this. At present my hope lies with Kingdom Holdings and one other party. That one might not give me the full price, but it is better than nothing, in addition, keeping Microsoft away from there is prime concern, they can only screw up the IP, blame others, point fingers and then refer to miscommunications. I can do without that. There is a small option that Apple might pick it up, but it is not really their turf, so I feel uncertain about that thought. So it is in some regard inverted from oil. Oil everyone wants, and seemingly my IP no one wants. I reckon that the first one that buys it and see what they stand to gain, at that point everyone will come calling, like a Credit Suisse banker with an empty wallet, but that is my weird sense of humour.

The idea that I am right is nice, but I have seen enough confirmations in several directions to know I am right, but that is just me. I still check all forms of verifications, not merely to proof that I am right, but to confirm I was never wrong. That too matters, because I am where banks and oil consumers needed to be, in a place of checks and balances, something both parties require very very fast.

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March 13, 2023 · 22:05

The first letter

Yes, sometimes the connection between articles is merely the first letter, it is what connects Aramco and Amazon. I had several articles to look at but they both started with the first letter. The first article is about Aramco. 

Aramco
The article (at https://www.bbc.co.uk/news/world-middle-east-64931074) gives us ‘Aramco: Saudi state-owned oil giant sees record profit of $161bn’ in this, I can tell you right upfront that there are days that I have nowhere near that amount in my wallet (weird eh?) Even as we are given “Aramco rode the wave of high energy prices in 2022,” said Robert Mogielnicki of the Arab Gulf States Institute in Washington. “It would have been difficult for Aramco not to perform strongly in 2022.” We might think all kinds of things, but the one that matters is missing. You see, the world removed Russia as a delivery agent of Oil and after that the choices were rather slim and Saudi Arabia was a natural first choice. But then we get a small stab. It is seen with “Aramco – the world’s second-most valuable company only behind America’s Apple – is a major emitter of greenhouse gas emissions that contribute to climate change”, which might be correct, but was it not America and England begging like little chihuahua’s to deliver more oil cheaper? Would that not be a contributing factor to the emissions? So when I see “Responding to Aramco’s announcement, Amnesty International’s secretary general Agnès Callamard said: “It is shocking for a company to make a profit of more than $161bn in a single year through the sale of fossil fuel – the single largest driver of the climate crisis.”” Another partisan response from everyones United Nations joke Eggy Calamari. The individual who seems to be a Saudi hater right of the bat, like her best friend who is a Guardian ‘investigative’ journalist named Stephanie Kirchgaessner. I have written several pieces in this in the past. You see, Eggy can yap like the chihuahua she is all she likes, but lets see what happens when Aramco lowers output by 20%-30%, what BS ballad will she utter then? And towards the Guardian, like the BS articles on private jet owners. The Environmental report a little over 1 year back, when we were given that 50% of all damage came from 147 facilities in Europe, who of them spend any time looking into that? 147 facilities creating 50% of the damage, now that does not put Aramco in the clear, but they are not alone in creating climate issues, but leave it to these two individuals to spin BS. In the meantime lets see what happens when the Saudi government decides to shut the valves if that Calamari individual does not clean her act. Just a thought. Then we get “Saudi Arabia is the largest producer in the oil cartel Opec (Organisation of the Petroleum Exporting Countries).” Now this is true, yet the larger truth is that Saudi Arabia is not the greatest producer in the world, that is the USA by a fair amount. As such the Calamari shit becomes a debatable issue on a few sides. As such we need to consider what the Saudi government does when it had enough, when they close the taps by as little as 5%, there will be widespread economic issues for both the US and EU, as such we need to start looking at the actual image, not the image from some hating dodo in the UN building. 

As such in the first yes, Saudi profits are up and the war has something to do with that, but mainly because people stopped buying Russian oil, so how much more oil did Aramco sell because of that? Oh and tanks are expensive they need 3 gallons per mile, how far does one tank go? Now consider that Ukraine has over 400 tanks. That implies 1200 gallons per mile and the war has been going on for over a year. They are not guilty, neither is Aramco. Russia started that event and they are still playing that game. So when we take a look at the bigger picture, Aramco has a commodity that everyone needs, everyone wants and most of them desire. Prices go up especially when Aramco has 100,000 barrels per hour (simple speculation) and each hour people are trying to buy 125,000 barrels. It is a simple economy and it as in place for several decades. So stop whining like chihuahuas and either come with an alternative, buy less oil or shut up. That is my simplistic view on the matter.

Amazon
The second article touches Amazon. I saw it (at https://www.thegamer.com/nobody-wins-if-amazon-luna-succeeds/) it was a debatable article from beginning to end. I have personal connections here, as such, I am a little biased. The title ‘Nobody Wins If Amazon Luna Succeeds’ was like a red flag to a bull. It is wrong on many levels. You see we all win when Luna succeeds. Luna is the beginning of a new stage in gaming. Streaming gaming can up the ante for gaming in many ways, I have written about it several times. It allows for much larger games, it allows for more versatile games and for an evolving game line. Now this is all possible on a PS5 (a console I love), but only in limited way at present. Nintendo cannot go near this because it is limiting in other ways. Still the Nintendo Switch is a system I love and now that Metroid Prime remastered is released I play it a lot more than anything else. That too is gaming. After 21 years Metroid Prime is just as addictive and beautiful as it ever was and I still claim that no FPS can get near this game, this game is a reason to buy a Switch, even as aSony fat with my PS4 and PS5 I make that claim. Gaming is seen in many stages and many ways and the Luna is merely the next wave towards gaming. The next issue is “Amazon Luna and Google Stadia have the same problem – there simply aren’t enough games to guarantee success” that is a mistake that both Amazon and Google had, I set the premise to almost guarantee 50 million subscriptions (one essential rule comes into play) and they had the option to win this, but Google dropped the cloth and evicted the stage, now Amazon has the option to rule it all alone with plenty of games too, so whomever is making that claim (a Tessa Kaur), she is not looking at the field, there is a lot more and some makers had a starting advantage, but apparently they squandered the advantage and now indie developers could end up with the larger stage. So as we get to “It’s the same with game hardware – they’ll discontinue the PlayStation 4 one day, I won’t be able to repair it when it gasps its last gasp. That will be that, all my games will be unplayable.” We get the first element. The article mentions NOTHING about Microsoft, why is that? Yes, they will discontinue the PS4 at some point, yet at present I will have had a PS4 for well over 11 years and several of these games can be played on the PS5, so I could have that one game for another decade, that part is missing too. The element also missing is that any streaming system will need a proper 5G connection, in many cases there are issues with 4G and 5G is still in a deployment stage in some countries a hell of a lot more then in others. The other element missing is that streaming gaming sucks in rural areas which amount to well over 35% of Europe. We do not see that either. I believe that the Luna is the next generation and with a fully deployed 5G it becomes a hell of a lot better and when developers start thinking of streaming as the ultimate goal, not some game that ALSO plays on the Luna, the game changes a lot more in favour of the Amazon Luna. Streaming is the future and we are only seeing the start of it at present. Microsoft is making their Xbox cloud gaming claims and they are hopelessly lost. Even as they are betraying their population, even as their consoles are not getting it done, they stand to lose a lot against Sony (console) and Amazon (cloud) and that is their real fear. Google might have bailed, but that doesn’t mean that Amazon will too, they actually have a few additional options that they might not have considered yet (speculation on my side). And that is where Apple comes in. If Apple (in their own way) starts in this field, Amazon will have a tough opponent. Microsoft is hopelessly lost and when Apple comes into play they will be doomed. But that is for 2024 I reckon. So far I have faith that Amazon will deliver in the end and create forward momentum in cloud gaming. They need not spin anything, they merely have to create the titles and the population, a setting they have a better hand on then Microsoft ever did. But that is merely my view on the matter.

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March 11, 2023 · 23:00

One bowl of speculation please

Yup, we all do it, we all like to taste from the bowl of speculation. I am no different, in my case that bowl can be as yummy as a leek potato soup, on other days it is like a thick soup of peas, potato with beef sausages. It tends to depend on the side of the speculation (science, engineering or Business Intelligence) today is Business Intelligence, which tends to be a deep tomato soup with croutons, almost like a thick minestra pomodore. I saw two articles today. The first one is seen (at https://www.bbc.co.uk/news/technology-64917397) and comes from the BBC giving us ‘Meta exploring plans for Twitter rival’, no matter that we are given “It could rival both Twitter and its decentralised competitor, Mastodon. A spokesperson told the BBC: “We’re exploring a standalone decentralised social network for sharing text updates. “We believe there’s an opportunity for a separate space where creators and public figures can share timely updates about their interests.”” Whatever they are spinning here, make no mistake. This is about DATA, this is about AGGREGATION and about linking people, links that too often Twitter has and LinkedIn and Facebook does not. A stage where the people needs clustering to see how to profiles can be linked with minimum connectivity. It is what SPSS used to call PLANCARDS (conjoint module). In this by keeping the links as simple as possible, their deeper machine learning will learn new stage of connectivity. That is my speculated view. You see this is the age where those without exceptional deeper machine learning, new models need to be designed to catch up with players like Google and Amazon, so the larger speculation is that somehow Microsoft is involved, but I tell you now that this speculation is based on very thin and very slippery ice, it merely makes sense that these to will find some kind of partnership. The speculation is not based on pure logic, if that were true Microsoft would not be a factor at all.

But the second article (from a less reliable source is giving us (at https://newsroomodisha.com/meta-to-begin-laying-off-another-11k-employees-in-multiple-waves-next-week/) so they are investigating a new technology all whilst shedding 11% of their workforce. A workforce that is already strained to say the least and this new project will not rely on a dozen people, that project will involve a lot more people, especially if my PLANCARDS speculation is correct. That being said, if Microsoft is indeed a factor, the double stump might make more sense, hence the larger speculative side. Even as the second source gives us ““We’re continuing to look across the company, across both Family of Apps and Reality Labs, and really evaluate whether we are deploying our resources toward the highest leverage opportunities,” Meta Chief Financial Officer Susan Li said at an Morgan Stanley conference on Thursday. “This is going to result in us making some tough decisions to wind down projects in some places, to shift resources away from some teams,” Li added.” Now when we consider the words of Susan Li, the combination does not make too much sense. The chance of shedding the wrong people would give the game away, yes Twitter is in a bind, but it will add full steam in this case and they will find their own solutions (not sure where they will look), a stage that is coming and the two messages make very little sense. Another side might be pushing it if Meta is shedding jobs to desperately reduce cost, which is possible. I cannot tell at present, their CFO is not handing me their books for some weird reason.

Still, the speculation is real as the setting seems unnatural, but in IT that is nothing new, we have seen enough examples of that. So, enjoy your Saturday and feel free to speculate yourself, we all need that at times to TLC our own ego’s.

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March 1, 2023 · 21:48

Moments of clarity

It happens, we all have them and at times we do not know how it interacts with reality. For me it started yesterday. I was at first thinking No Ware, No where, Know Wear, Know What and so on, like a train, phonetic phrases. This took me back to a moment in the 80’s when I came across the idea for a phonetic virus. A virus that when played on a PC it does nothing, when on played on an Apple with a RISC processor it stops processes and other elements. Nothing destructive, merely disruptive. I never brought it into play for the reason that I had a job and I was too busy for anything else but work. So in that setting my mind starting mulling a few things over.

Local awareness
The setting is that there is no real way to keep things safe, pretty much any cloud system can be transgressed upon. I got there by the MSNBC article ‘U.S. Marshals Service suffers ‘major’ security breach that compromises sensitive information, senior law enforcement officials say’, nothing really new, Solarwinds brought that to the surface, the April 2021 events brought that to the surface and that was not the first event, more has happened that overthrows the statements regarding ‘Data at rest’ and ‘Data in motion’. The data vault programs on the iPad merely heightens the issue to a much higher and a much more visible event. We need programs that reserve memory on mobiles and make sure that it is local only, the idea to put it ‘safely’ in the cloud is a joke that is much bigger than the Titanic.

QR codes
Then I moved towards replacing the QR codes. There is nothing wrong with the QR code, it is an awesome invention, but there is a geriatric need. Many of these people are not good with their phone camera’s, and at times the use of such a code could have larger ramifications.

I came up with an idea. 4 blocks of 12 characters consisting of either A, C, D, E, G, H, K, L, M, P, S, T, U, W, X, Z, even with camera on an angle, there is every chance to repair the image and code. The 16 letters could represent a hexadecimal code, the 4 number groups separating the blocks could have all kind of uses and the hash in the middle is a check number keeping it all in balance and offer some kind of stage to repair the unclear image of such a code.

My initial use was to encrypt medication so that an image could help doctors when needed, but its use is much larger as I am imagining it. 

These elements are connected, but not essentially so. I was brainstorming on the use of different approaches to keep usage of data private. The approach could become larger, but that is what we all think of our ideas. Will it work? I cannot tell, there is a direct market to keep private for everyone, these so called providers come up with an idea and then place it in the cloud where EVERYONE can get a hand on it. There is a need to change things and others are seeing that stage evolve right now. 

 But it was an idea I have no real intentions to pursue and as such it made for a nice story on my blog. So have at it and have a great day

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February 23, 2023 · 21:38

Data dangers

Data has dangers and I think more by accident then intentional CBC exposed one (at https://www.cbc.ca/news/canada/british-columbia/whistle-buoy-brewing-ai-beer-robo-1.6755943) where we were given ‘This Vancouver Island brewery hopped onto ChatGPT for marketing material. Then it asked for a beer recipe’. You see, there is a massive issue, it has been around from the beginning of the event, but AI does not exist, it really does not. What marketing did to make easy money, the made a term and transformed it into something bankable. They were willing to betray Alan Turing at the drop of a hat, why not? The man was dead anyway and cash is king. 

So they turned advanced machine learning and data repositories added a few items and they call it AI. Now we have a new show. And as CBC gives us “let’s see what happens if we ask it to give us a beer recipe,” he told CBC’s Rohit Joseph. They asked for a fluffy, tropical hazy pale ale” and we see the recipe below.

Now I have two simple questions. The first is is this a registered recipe, making this IP theft, or is this a random guess from established parameters, optionally making it worse. Random assignment of elements is dangerous on a few levels and it is not on the program to do this, but it is here so here you have it and it is a dangerous step to make. But I am more taken with option one, the program had THAT data somewhere. So in a setting we acquired classified data through clandestine needs and the program allowed for this, that is a direct danger. So what happens when that program gets to assess classified data? The skip between machine learning, deeper machine learning, data assessment and AI is a skip that is a lot wider than the grand canyon. 

But there is another side, we see this with “CBC tech columnist and digital media expert Mohit Rajhans says while some people are hesitant about programs like ChatGPT, AI is already here, and it’s all around us. Health-care, finance, transportation and energy are just a few of the sectors using the technology in its programs” people are reacting to AI as it existed and it dos not, more important when ACTUAL AI is introduced, how will the people manage it then? And the added legal implications aren’t even considered at present. So what happens, when I improve the stage of a patent and make it an innovative patent? The beer example implies that this is possible and when patents are hijacked by innovative patents, what kind of a mess will we face then? It does not matter whether it is Microsoft with their ChatGPT or Google with their Bard, or was that the bard tales? There is a larger stage that is about to hit the shelves and we, the law and others are not ready for what some of the big tech are about to unleash on us. And no one is asking the real questions because there is no real documented stage of what constitutes a real AI and what rules are imposed on that. I reckon Alan Turing would be ashamed of what scientists are letting happen at this point. But that is merely my view on the matter.

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February 19, 2023 · 11:55

The stage between two stages

Sounds weird and perhaps that is a little true. You see, I saw the article (at https://www.bbc.com/news/business-64178956) ‘Staff must be free to work for employer’s rivals – US regulator’, the article was from January 5th and I did see it, but I was unsure how I felt. You see, that setting allows for poaching and there Microsoft has been a little too active in the past. Now they are in the process of trimming the fat by well over 10,000 people and so are the others, so you would think that this is a moot process. But it is not. Microsoft is pretty much done for and their setting (a personal view) is to create shortages everywhere else so that they can get an extension on life. So we would see hundreds of essential workers at Amazon and Google now being offered a nice cushy position in Microsoft. IBM is also on that list, but IBM and Microsoft have too much alike, so there will be issues. They both preferred image above creativity and that is on them, it is also their right. As I personally see it IBM has a setting and poaching might happen, but it is often directly in league of what they are trying to design, so there is less of an issue and their stage of representation does not feel the same. I have less of an issue with IBM on that horse (which is seemingly rare), Microsoft however has a different setting. Just like their acquisition of Bethesda and Activision. It is not that they needed them (well they did in one way), it was to take away choice from Sony players and that is just not on with me. It would be nice if Amazon bought my IP, so I can really stick it to Microsoft, but that is another matter. The case is poaching. 

As such the article gives us “The FTC, which enforces competition law, said a ban would foster a more dynamic economy. The proposal was immediately challenged by the business community. It will now enter a long rule-making process. Non-compete clauses were developed to prevent leavers from joining rivals and sharing trade secrets”, it is not untrue, but to have people trained by Google, or Amazon (Web services) leave after a year (or two) of training and then use all that know how in the service of a player like Microsoft is a dangerous step. I understand and to some degree support non-compete clauses. The problem is that some of the players abused that non-compete setting in a much wider scale that should have been allowed for. So I am on the fence here and there is another stage that the US now opens up for. These people can due to this change now join a player like Tencent, who can open up European markets to a much larger degree. I wonder if they thought of that? Yes, we see the US limiting their workforce from joining Chinese players. Yet the EU has different stages and there these players are still shedding thousands of people and the UK is ripe for Tencent to come in and create a new workforce. If they weren’t becoming a hazard to my pension, I would not care, but they could be and as such I would care.

You see, I have in part opposition to “Lina Khan, who leads the agency and made her name criticising the might of big tech firms such as Amazon, on Thursday called the ability to switch jobs “core to economic liberty and to a competitive, thriving economy”. “Noncompetes block workers from freely switching jobs, depriving them of higher wages and better working conditions, and depriving businesses of a talent pool that they need to build and expand”, in this my opposition is that we see the clear mention of Amazon, and the weirdly avoidance of mentioning Microsoft (or Google) in this and that matters. Amazon has one of the most complete Web Services solutions including cloud solutions. Both Google and massively more Microsoft need people with these skills. I am not sure where Apple is with that but they all have some return to office setting and the noises we hear all over the place, they all have extensive needs soon enough, but Linda Khan is mentioned with her opposition of Amazon, who is leading that trump with most than a nose-length advantage. A player like Microsoft wants to get ahead and getting their hands on senior developers at Amazon is for them the way to go (Azure sucks too much according to some). 

As such with these elements in play, the need for a diminished non-competition clause is not entirely wrong, but the timing sucks and would luck have it, the timing would work for Microsoft and Tencent alike, a setting I am actually not happy about. Yet, I will admit that parts of this are personal views and personal settings I saw evolve over the last 30 years. And that is not all, in the last week we were given two parts. The first is “Microsoft last week laid off around 150 employees from a team tasked with convincing medium-size companies to adopt cloud services such as Azure server rentals and Microsoft 365 productivity apps, said a person with direct knowledge of the matter”, which in part makes sense, but when you add the next view that came 2 days later “Microsoft has officially joined the FinOps Foundation, a non-profit organisation that promotes financial management in cloud technology.” Consider that they need to promote that with 150 less staff, does that make sense? It makes a lot more sense when you poach the Amazon AWS staff pool and replace 150 narrow minded watchers by people with a much wider cloud view. It is pure speculation on my side, but they did a similar track in the Netscape days, as such I worry and you should too. A choice by a lack of options is not a choice and that is where Microsoft has been playing the field a little too long as I see it, which is why I am on the fence a lot more on the non-compete clause as I personally see it.

You should watch too because when your choices are lowered and Microsoft is clearly in the ‘surviving’ pool of choices. We see the power of stakeholders and they were never there for you, merely for their own wallets. But I might be seeing it too dark as some will respond.

My view is merely one view, make sure you learn all the elements in play when you go one direction. Its almost like the life of Harry the Hermit (Harry Styles), he makes an album of his house and the 13th track is about the love of his life (Remy “Thirteen” Hadley, M.D) which makes sense, but when you make 12 songs about your house and one about Olivia Wilde (mucho LOL), you do have your priorities wrong. It is all about the glasses you wear when you see the events unfold. This is nearly always true as is my view on Microsoft. They wanted to be the IBM clone, they played there games and they played it on Netscape and others alike and those who have been in IT long enough see the bitter taste that Microsoft leaves behind and that is before you add the Microsoft failures, they have become obsolete and in this I much rather support Amazon and what they could bring to the table of tomorrow than Microsoft who is merely copying the plate settings of yesterday. Yet that is a personal view, believe me or not but make sure you get a good view on where you stand, that is worth a lot more than merely following me. I want you all to be your own leader, not my follower. I am not some shepherd, I never was.

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