Tag Archives: Microsoft

November 14, 2022 · 19:40

The games one yearns for

We all have that. We focus on a game and that is our push point. It is a rather large issues when it is set to exclusives. In there Sony has a massive advantage over Microsoft, but Microsoft is not out of the race yet. Delay after delay, there are now more indications that Redfall and Starfield will get to the Microsoft community in 2023. I saw a first part of Starfield today and I will immediately admit that it looks really good. I am still not getting the Xbox contraption, trust lost is trust close to never regained, I am wired weirdly that way and the BS I once got from the Microsoft Helpdesk gave me that they really do not know what they are doing. Or better said, they know what they are exploiting but they keep their customer service department in the dark. Still, that is not what it is about. Redfall will come first (as several sources state), and it is Starfield that will be taking the cake It is definitely not some Skyrim version of a space game. It is much larger and there is a lot more. Yet that also comes with issues, but I will not speculate on what could be, what might be. It will be about the game and what I saw looks impressive.

In 2023 for me there is merely Hogwarts legacy waiting. I am unsure of other titles at the moment. I tend to not look too much forward. 2022 was AWESOME. Horizons Forbidden West and God of War brought gaming for me to a new high. I am merely looking at the exclusives. Yes there was also Elden Rings and Returnal but I never played these two. We all have our preferences. I am currently on the fence for Diablo 4, some news that reached me did not make me happy, but I am keeping it to myself. I have questions on that source too and I do not want to spread something inaccurate.

You will have them too and others will love their Xbox, they made their choices and as I see it they will go nuts over Starfield. I applaud all excellence in gaming, whether I support the system or not.   I revere games, not the system. As a system I am merely disgusted with the stupidity of Microsoft, so there.

We are now 3 days away from the next Pokemon, so my Switch will get some game-time too. Nintendo has its own release list, some not exclusive but that doesn’t matter. I still enjoy the games I have there and one more is added this week. For the most I have been thinking of what we can do more. Yearning is not limited to what comes NEXT week, NEXT month and NEXT year. Yearning also looks at the past. A spectacular moment there was Golden Eye (N64) and a few others. And there is where we see some news, some news that saw delay after delay (all the way from 2020) System Shock, the remake from 1994 will come to PS5 in March 2023. The notion alone is making me happy and with the hours I played the game (three times over at least) gives me butterflies (yes, I need help). Gaming gets a new lease on life as some makers are seeing the reengineering options unfold. The first feeling was when I saw my beloved (yes, I need help) Elite from the CBM64 getting remastered. I hoped for more of the same and David Braben would not have that. What he gave us blew most our minds away and it took some a decent amount of time to get a handle on that game. It had proper teachings, but the game combined Elite, Privateer and  added 21st century graphics, in addition the game became well over ten billion times larger than the original. Now consider that concept to some other games. That is where streaming games can take us. Yes, we can wait for the next mediocre program by Ubisoft. Yet would you not want to feel actual butterflies when you hold your controller? And that I not all, this will be possible for well over a dozen games all before 2024. Is that not the real feeling we wait for as a gamer? Lets be clear I am decently anxious to get to Hogwarts legacy. The little I saw (I try to avoid as much as possible) blew me away and it is still blowing me away. Yet I want it to freshly hit my eyes in February 2023.

We all want that, the people seeking every spoiler will lose larger than they imagine and in this Starfield might give the Xbox community the game they dreamt for, for well over three years. I hope they get that feeling too, because they too are gamers, they are in a sense family.

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November 13, 2022 · 22:16

Discrimination by media

It bugged me yesterday yet it it was Forbes with their BS. And now the Guardian most useless person and champion for discrimination (aka Stephanie Kirchgaessner) makes another anti-Saudi Arabia article. I wonder why the Guardian keeps Katharine Viner around. As I see it, she is as useless as some other person we might know. So lets have a look at the article that angers me so.  It is ‘Alarm on Capitol Hill over Saudi investment in Twitter’ (at https://www.theguardian.com/technology/2022/nov/03/saudi-twitter-investment-us-national-security-risk), yes it is 3 weeks old, but that was in this case intentional. It starts right off the bat “Possible access to users’ data could pose national security risk and could be used to target kingdom’s dissidents”. Well Stephanie (Katharine too)? You used ‘possible’ which is neither here nor their, which is not a yes or a no. You have had three weeks and the both of you get enough money to sort it out. Is it a yes or a no? And where is the national security? As such what ‘rights’ does an investor like Prince Alwaleed bin Talal have regarding Twitter and its data? And then when we look at it we see “his investment company, Kingdom Holding, which first invested in Twitter in 2011”, as such Prince Alwaleed bin Talal had been an investor in Twitter for 11 years and it took you this long to figure out that there was a national security issue. How fucking useless are you two? (Reference to Viner and Kirchgaessner) And after three weeks we still do not know anything, do we? I am not interested in these putzes Ron Wyden and Chris Murphy as I see it near useless politicians who seek the limelight and Kirchgaessner when it comes to anti-Saudi articles is happy to oblige. And then we get “The Twitter investment does not appear to offer either Alwaleed or the Saudi government any formal control over Twitter. Musk is now the company’s sole director. But the kingdom’s known use of the platform as a propaganda tool”, as such it has been three weeks, do they or do they not have any formal control? You have had three weeks to figure it out. We see no response of such questions from Twitter or its spokesperson either, do we?  And when we see “Rules surrounding such reviews by the US Committee on Foreign Investment (CFIUS), which has the power to unwind transactions if they are deemed to threaten US national security, have usually been triggered when the foreign entity (in this case, Saudi Arabia) has assumed control of a company or asset” but they weren’t were they? So do you have any evidence in the last three weeks that sheds light on any of this or are you as useless as I always have found you to be and in this case your editor in chief with you? 

I have no idea who Prince Alwaleed bin Talal is, but I have a mindset to sell him some of my 

iP just to piss you off. How about my 5G IP, should fetch me a pretty penny? Or perhaps an additional $6,000,000,000 in annual IT revenue for starters (it could grow). I am so sick and tired of your BS and unsubstantiated issues that go nowhere. First Forbes with its slapping of Elon Musk, never ending slapping, now another piece by you two (the editor in chief is guilty by association) and no one is looking into the partnership between Microsoft and Tencent, why is that? Or were the so called ‘animosity’ pieces by Microsoft stakeholders enough? But the indications are that the Tencent device is running Microsoft at the core, so is that true or is that false? I cannot tell, but it is not my job, it is yours and you aren’t doing yours.

It pisses me off to no end.

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November 13, 2022 · 01:47

Repetition or confirmation?

I was a little on the fence whether I should write this article. It felt a little repetitive and I hate repetition, hell is all about it. But it was the fortune article that made me go for it. There was a bonus involved. The article (at https://fortune.com/2022/11/04/cloud-video-games-future-stadia-xbox-microsoft-google-sony/) gives us ‘Cloud video games have a rocky history, but could have a bright future’, as such I agree. But apart from Google throwing in the towel (a mistake, but their choice). We get “In May, the company announced its Xbox Cloud Gaming program had attracted over 10 million players spread over 26 countries since opening its beta up a year prior. And the numbers are growing.” This and “You need to have a console solution and you need to have a cloud solution, because as gaming continues to expand, you’re going to need multiple options for each market” made me roar (with laughter). Not directed at the statements. I kinda agree with the second statement, although it is early days for that. It is the first that made me howl. Microsoft the company who ‘evangelised’ the fact that they had the most powerful console in the world was surpassed in lifetime sales by Nintendo within 2 years. Apple made a mess of the  Microsoft tablet, Amazon made a joke of Azure and now we see this, all whilst I am offering a solution to Amazon which could add 50 million subscriptions amounting to $6,000,000,000 a year.  So not only did Microsoft became largely irrelevant in Console gaming (all whilst spending $75,000,000,000 for Blizzard and Bethesda) Amazon does not have to go to anywhere near that that degree and will surpass Microsoft (if they buy the solution) by well over 40 million subscriptions. I reckon that if Amazon accepts the deal, the new years party at Microsoft will end up being more dreary than a funeral. Oh and that is before we consider the market share that Microsoft loses to Adobe. Cloud services, gaming, tablets and office losses. Life could not feel better for me at present and that is off course linked to Amazon (or another third party currently approached) buying my solution. It feels perfect slapping that smug company. I was clear 10 years ago that they were making too many BS mistakes, mistakes that gamers were not accepting (like always online). And Sony took them to the cleaners (OK, Sony had sheer gaming perfection in house, so that helped). 

Cloud gaming is the future that was never in doubt, yet it does rely on national deployed 5G networks. It can work on lesser, but congestion becomes a real issue at that point and there I have a few other ideas for Amazon (but these ideas are a little out in the open at present). 

And I believe it will go further, but that might be overly optimistic, and I hate being overly optimistic, but the numbers are seemingly in my favour at present, still I will hang onto ‘merely’ the 50,000,000 subscriptions.

It feels a little repetitive, but until today I did not have any numbers by Microsoft and they are only at 10 million over 26 countries. Not only can I do better, I would be able to hand the wooden spoon to Mr Spencer, that feeling is better than sex, I shit you not. In addition I would end my career on a massive high and that counts too, as such I do hope that Amazon reacts quickly. I have no problems with the third party, yet these two players are new to me and I am not sure how close they are to Microsoft and I do not want them part of this. Just mutually assured dislike. 

Sunday is turning out to have a nice start. Time to do some snoring (it is 01:44)

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November 10, 2022 · 14:03

This is the way to London Town

That as the first thought that came to mind. The idea that Microsoft is done for. 

See-saw, sacaradown,
Which is the way to London Town?
One foot up, and one foot down,
That is the way to London Town.

It is 2005, I become the proud owner of the Xbox 360, it is late in the year and I am happy. I saw what Bethesda is about to bring with Oblivion and I am happy. Gaming is at an all time high. I keep it next to me PS2, the PS3 is not there yet and Microsoft has an edge and they play it well, they become a new force to be reckoned with and I am happy. You see, Sony became better with Microsoft nipping at its heels and all gamers prosper because of it. 12 year later and what was once great is diminished to mediocrity. The Xbox One is released in 2013, I get mine in 2015. It is nice to have next to the PS4, but merely that nice. In 12 years Microsoft threw out of the window what it had, stupid people in the board room, stupid people agreeing with everything and getting nowhere. Sony is now the only titan in the sky, there is still Nintendo, but like Apple it has its slightly peculiar journey and that is fine. It is protective of the family as a gaming cluster and it does its part well. In 2017 Microsoft scratches its throat proclaiming it is releasing the most powerful console in the world and some fall for it. The limitations are a joke and moreover the weakest console of them all (Nintendo Switch) surpasses them in a little over a year. 

In the meantime, the Sony fans get the PS5 in November 2020, yes three years later but the impact is visible, it breaks record and the games are beyond anything we have seen. It shows their PS4 (pro) to be limiting but only to the games played. 

Whatever games Microsoft spins does not add up to anything near what Sony brings

Spiderman Miles Morales (2020)
Ratchet and Clank (2021)
Returnal (2021)
Horizon Forbidden West (2022)
God of War Ragnarok (2022)

Five exclusives and Microsoft has nothing to oppose it, it launches another Halo and it gets a mere 80%, it is like watching the spin of Ubisoft. What was once great is now at best mediocre and they feel certain because they bought Bethesda and Blizzard and that is not getting the people round. It is the stage of stale yoghurt with a decent chance of poisoning. There is nothing that gives Microsoft the value it requires. We see “Xbox beats PlayStation when it comes to backwards compatibility, which is a feature that lets you play games from older consoles. Xbox Series X can play games dating back to the Xbox 360, which was released in 2005. PlayStation 5 can play PS4 titles, but gamers can’t play PS3 titles they own with the latest console.” They rely on 15 year old games to safe their hide. The PS3 has 4 titles that would be nice to play again. 4 out of….. (you see my point). God of War 3, Arkham City (both rereleased on PS4), Skyrim (rereleased on PS5) and Metal Gear Solid 4: Guns of the Patriots the only game I can no longer play. And with a 94% rating there is plenty of reason wanting to play it once more. One game and the rest is around the corner, as such Microsoft misses out again. There are of course more games, but I am focussing on exclusives. The fact that most PS4 games be played on PS5 is left in the corner. 

Microsoft got it wrong to this degree and they think that all is good, the marketing spin continues and they have no clue that they are a ship that is taking on water more and more. And do not get me wrong, I am not happy about this. It is because Microsoft was once close to a top position Sony opened up all engines and gave us the PS5 and we rejoiced. But I feel that the PS6 might not be the push forward. In the meantime I focussed on IP that will change the game, I am actually making sure that Microsoft cannot get to it, I am handing it to the Kingdom Of Saudi Arabia at a reduced price giving them billions, I am willing to give up on a dream to prevent Microsoft fouling my IP. If we are not able to do this, then money controls us instead of we controlling money. Microsoft spin has no place here and I do not want them near my IP. 

There are two sides to the song and story. The great games live forever and Microsoft forgot that making new games and screwing up franchises. Thinking that a TV series solves it and with the 71% rating it shows how wrong they got that too. Consoles and Tablets two markets they wrecked and they give marketing the responsibility to safe it. Now their office market is starting to dwindle they are getting outmanoeuvred by Google, Apple and Adobe. Players that could not get close to Microsoft 20 years ago and now Microsoft is merely left with a spreadsheet, which they got from Lotus (basically). In 20 years Microsoft went from Titan to Tyrion Lannister, who talks a good talk and is smart, but this merely amounts to Microsoft marketing and they do deserve credit, but it might be their only division that does. And their Azure solution? It lost to an online bookshop (Amazon) and that loss is merely increasing as some sources claim. I honestly do not know enough to make that assessment, but Azure has a Microsoft logo, so I do not trust it right of the bat, the other divisions make sure of that. 

As I personally see it Microsoft is done for, it will merely take a few years for the carcass to start rotting and the first few years that rot will be masked as innovation as Microsoft is adding small to its divisions according to some alleged marketing people. In my lifetime I saw Microsoft grow from a simple company to a behemoth and after that dwindle to irrelevancy in the near future. I wonder what they will try to pull of with their partnership with Tencent. We will know soon enough.

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November 9, 2022 · 20:14

It started with a prank

This is the story of a story if you want. To get the fill idea I have to take you back to 1974. We got a visit from an airforce officer, he showed us quartz. Not a small piece either, we needed both hands to hold it, it was like a small pyramid almost 10 inches each side and it was raw, not shaped, not prepared, raw quartz. It was almost like magic. Now we go back to almost the present. The movie Cloverfield is out and it is quite the trip and whilst I was watching the DVD it suddenly hit me. What if I could send pats of the edited movie on an SD card and hand it to the officer with the message to get it to DARPA. Apart from the simple fact that there were no SD card in 1974, the idea that a 10 year old knew about DARPA would be remote and the contraption would be unknown to the officer who would be able to see that it was advanced tech. Once they figured out it was 128GB the panic starts, because in 1974 a 200MB Winchester drive would be the size of an office desk. Then they need to decode what was there and when they saw the MP4 files panic would truly start. Lady Liberty, the Brooklyn bridge and more. The panic would be near complete and the prank would be utterly complete. So this was when the daydream stopped and the mind started to wind the cogs. What if it was not a prank, what if it was not then but now. What if hackers, not some government create a different kind of file. A file that gives a stage that could create panic. Like the light bar in newscasts, what if at 02:30 the transmission was interrupted WITHOUT the studios noticing that a special newscast that the bitcoin collapsed it was at this point 700 points down and expected to drop another 800 points. Not one, but orchestrated over half a dozen stations setting the stage in 2 timezones (in the US, China, Japan, or perhaps gullible North Korea). The panic wave would create a dip, large enough to make a decent killing, especially if the buys were not in the country where it was hit, and 30 minutes later all traces were gone. The media would have a field day trying to find out who did it and how it was done, but the stage is now complete. You see, What if Solarwinds did not just update supermarkets, what if that was the start of a specific backdoor that could not be found as it was too small and it was inactive (like the Optus hack).
The idea that people will drop their bitcoins at $14000 ($6K down) implies that there would be a lot of money be made in 30 minutes. And after the hour the bitcoin is sold again and the scoundrels walked out with millions, paying off their ‘loan’ with a healthy profit. It would need massive orchestration. The stations, the internet, several other elements and those who think it is impossible better realise that Solarwinds, Optus and a few more hacks overlap in places and a small cohesive group could be waiting below the line merely waiting for the right time and with the average detection time is set to 200 days there is plenty of manoeuvring space. 

The setting for a Hollywood script in a few hours. I need a hobby!

Well that was my scoundrel side thinking new ideas to be made into a script. Have a fun time and please invite me to the red carpet if the scripts becomes reality.

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November 8, 2022 · 23:49

Doubts and considerations

Yes, I have doubts and I have hd them for some time. Yet there is a consideration to make. I offered the IP to the Kingdom of Saudi Arabia, but they will not consider meting and they have hd 11 weeks to consider. So now what? Well, there is the United Arab Emirates and there is China. The two options in the US have had over 20 weeks, so I am now getting to a different bottom of a barrel. I will not consider Microsoft. I would hand it to China for free before I hand it to Microsoft. They have screwed up too much IP, a man needs to have his pride. And to be honest I have no idea why they would ignore $500,000,000 a month in revenue. I cannot see it. There are two options, one is the poison well approach, the other is that they do not believe me. It will be up to them, if these last two are deciding not to dip their toes in the water. I am considering placing the IP here as Public domain, at that point they cannot overrule the market, whomever brings the goods gets a turn and big-tech really hates catering to Public Domain, my only condolence price is that IP bundle three would go to the most needy and big-tech loses out two for two. Which will give my second bundle a decent chance but it is not the way I wanted to get there. And with a $6B annual solution the larger firms suddenly will go for the miscommunication excuse, but at that point I will be extremely selective who is allowed near my second IP bundle and Microsoft will not be a consideration. I wonder how the Kingdom of Saudi Arabia will react to some people, but that is not my problem. They had the chance, they had the chance four times over and it seems bitter sweet if the UAE ends up with the IP, but that is the hand they dealt themselves and I feel no pity as I was left out of pocket to a much larger degree. To be honest I have no idea if the UAE has what it takes to turn it around, I am decently certain that Huawei or China has the abilities and I do not consider them one and the same. I will have to avoid Tencent as they have a partnership with Microsoft. And I am running out of time, on December 31st it will become public domain, I set the system up that way and I had a limited time to get it done. I did not anticipate that the Consulate of Saudi Arabia would block a meeting via third persons. Not with $500 million a month on the line, but that is my understanding of people, apparently not as good as I thought it would go. 

And at that point doubt set in, doubt on how I brought it and how I expected people to overcome ego (a speculation from my side), I honestly do not get it, but not to fret. I still have several paths to walk in the next 6 weeks. Time will tell how delusional I was and when I publish the first IP others can judge how delusional my ideas were, because in the end I will vet information, even my own. 

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November 5, 2022 · 07:36

The financial model

It is a model I always had great issues with, in part because I do not totally understand it. I do understand the basics, but not the intricacies. That is not a great loss for me as my work and other events never touched on those parts. Yesterday as I was watching ‘meta spaces’ I saw that there is an opportune moment. It is still too early, but my third IP bundle is now eager to get started. Unfortunate it seems that Amazon and Google remain silent regarding interest. Fortunate for me Alibaba is now entering this race and is moving to pole position. The IP is seemingly at best $5-$8 billion from my point of view and for the longest time Amazon had preference as it was able to go in two directions with this. The first IP bundle is now offered to the Kingdom of Saudi Arabia and I am pushing the old threat I had. I would sell it to Saudi Arabia for 35% of the value before I hand it to Microsoft for 165% of the value. Now I see a different setting for bundle three. I have no idea if Alibaba will answer that call and more importantly what they are willing to shell out, but that makes the loss for the American economy 2 out of 2, and personally I do not care. They made their own bed. The financial model is nice when all the players are nice to one another, but after 35 years I have seen how American companies are driven by greed and now two players get access to an area that they had little access too and America if it wants a slice of that will have to play nice now (with whomever buys my IP). There is still an inherent risk with bundle three and that is fine, well I think it is fine at least. The issue is not 2024 or even 2025. Whomever has this solution will laugh to the bank on a daily basis in 2030 and it is the long game that counts. I reckon that if one of these two hits pay-dirt, the others will be coveted by all who see it and for a lot of them it will be too late. The KSA (optionally Alibaba too) will have first choice when they buy one of my IP’s and I reckon that Microsoft will shout and scream foul play, but they did this to themselves. The other two would have placed them outside of he options through inactivity. 

Could I make more? Yes, but if these two buy my IP I will make enough and that is what matters to me, the greed model was never appealing to me and I am driven to make it work for the other two so that I can tell the non-options that they had years to listen, but they knew better. In a constricted economy letting $500 million a month and another totalling to $5 billion, how is leaving that on the floor a good idea? I can find nothing but the ego of some and their need to leave the impression that my ideas are foul. I wonder what the first victory will make some state after that. Well, it is time for me to try and decipher part of a financial model. It does not affect me, but overall, it influences the assigned value to me and that would be nice to know too. 

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October 31, 2022 · 10:28

The path not trodden

That is something that has been with me a lifetime. Even when I was little, being a passenger in a car, I always wondered where the exits led that we passed. Over time, as my knowledge of geography grew I knew where they led, but it was not that simple, although I never realised that at the time. So when I got accepted into Uni something started to stir and I got myself degrees in internet-working and legal studies with a master of Intellectual Property. That did not open the doors I hoped would open, yet it opened up doors inside of me. A much more rewarding part. I started to question almost everything and it led to over a dozen pieces of IP. UTS opened a doorway into how other people were thinking and that was utterly rewarding, because the exits I saw pass by were now in the open for me to explore and a dozen of IP pieces are now mine. Google never looked there, Amazon did not look there and wherever Microsoft is looking and not looking is not something anyone needs to be bothered about. Especially as some give us only 15 hours ago ‘Microsoft warns that October 2022 security updates can cause problems joining domains in Windows 11 and older’, I wonder if Microsoft can actually properly test security updates, they have become too big and the cracks are showing. In all this I found billions in revenue and to be honest, I do not trust a whole lot of wannabe tech firms. You see them on LinkedIn with fortune cookie wisdoms, getting their friends to like their post and liking the posts of friends hoping they gain traction. It is one of the reasons I handed the first part of my IP to the Kingdom of Saudi Arabia and if part 1 comes through they get a shot at the rest as well. As the large firms contract into the billions, I found additional billions as well as a few more options, because I explored the paths not trodden. Not only that, I found a few new sides that were ignored for longer than anyone would be happy about. When I started to meditate on these parts, my speculation (perhaps presumption) was that they either did not understood what they were looking at, or they didn’t fit it with their ‘marketing’ revenue. And that is the larger station. They are all trying to cash in on advertisements, and as they do that, they left billions on the floor. The certain telling of a limited field of view, like Microsoft. It is still a mystery why dopey googly Google would miss out and for that same reason Amazon, but there you have it, by looking where other race by, you tend to find the gemstones. The problems is which party could want and would pay for these gemstones. I am banking on the Kingdom of Saudi Arabia, the UAE is an option but too far from Sydney at present and there are too many unknowns there too. The fact that the tech firms in the US, UK and EU have the same failing implies that they are all connected and optionally a discriminating source to some, as such I went the other way and now that there is a real chance to take a slice of the marketshare that should have been Google and Amazon (or wannabe Microsoft too) is a larger concern. I did not forget about Apple or IBM, they have focussed areas and they focus on these places as any tech firm will. So they never faltered (not to that degree), and in all this when you start digging and you see how they are all in the same mindset you will see that they miss the same opportunities again and again, which is now amounting to billions. So when you see ‘Google reportedly spends $100 million on avatars to take on TikTok’, or ‘Google making disinformation profitable via ad business: Report’ you get a first view that they are all looking at each other, optionally coveting the piece of pie the other one has and I found a new pie that I would not need to share (well whomever buys my IP). And now we have a new ballgame. The IT representing hundreds of billions of value is ignoring the few percentages that I found and no one else is aware (for now), I actually wonder when they will wake up from their dog eats dog momentum to realise that the dogs fighting over the same bone left half a dozen bones still covered in meat alone. Me as the little chihuahua got those bones as they were seemingly too small, but at 2%-5%, these billions are a lot to a little Chihuahua like me and I am happy with the spoils that they bring, I reckon that Saudi Arabia will be equally pleased. They get to sit at the big tech table and the other players will wonder how that happened. It happened because they followed each other and they all ignored the few exits that made me wonder, they all thought it went nowhere, which tells you more about them than me. And after my first win, the other IP pieces will become interestingly easy to sell, but I am also loyal, as such Saudi Arabia gets to pick first. The others never wanted to show interest, now they do not have to. That is only fair, is it not?

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October 27, 2022 · 06:58

The day After

Yes, I am a little slow today. The giddiness and Cheshire Cat behaviour in me after yesterday’s article slowed me down considerably. It is not everyday that you realise that you have a corner that tech giants like Amazon, Google and Microsoft (optionally Apple too) are overlooking. You want to shout what they aren’t seeing from every rooftop, but that gives them the idea and leaves me out of pocket, so I am refraining from this. And at the moment the commercial manager from the Saudi Consulate is already 4 week late, as such there are (hopefully) more gains for me.

But it is not about that, but there is a link to some degree. Several give it to you, but I am going with the South China Morning Post who gives us ‘Saudi Arabia reaffirms energy ties with China amid US fears over oil cuts’. The article (at https://www.scmp.com/news/china/diplomacy/article/3197218/saudi-arabia-reaffirms-energy-ties-china-amid-us-fears-over-oil-cuts) also gives us:
 

  • Saudi and Chinese energy officials agree to expand links in energy.
  • Riyadh’s relations with Washington have long been unbalanced and the kingdom has more options now, Chinese analyst says.

And I warned for this some time ago, and there is a second speculative setting. A second decrees is not entirely fictive. The stage where Russia will push for this is decently large, Russia has a voice in OPEC+ and America has made enemies, especially by not dealing with Iran. Any win they get here reflects positive on Iran, it leaves a positive light on Russian acts and leaves America and the EU with negativity. I warned about this around February 10th 2022 (well over 10 months ago) when I wrote “The US has a massive disadvantage especially when they were all huffy and puffy on Saudi Arabia, reality bites and that presentable stage will have to be stopped at the earliest convenience (not for me, I am happy if the BAE takes over), yet these stages (also the one the CAAT forced) are all stages that the Kingdom of Saudi Arabia took notice of and China will be happy to show that with every presentation they bring.” The stage with tea grannies (image was there as well), and now we see the deployment of that stage and of course Russia wants every pound of hardship given to the EU and the US. In this OPEC+ is a much larger stage where Saudi Arabia is a strong voice, but not the only voice and Russia has other allies. The problems here is that this stage works for China, so not because it helps Russia, but because China has a lot more to gain, especially when the EU and US are slowed down. I did not have a view on the stage a day or a week ago, I saw this danger 10 months ago. So when we are given “Riyadh’s relations with Washington have long been unbalanced” we are given a much larger truth. The Biden administration has options 10 months ago, now not that many and China’s grip is growing, Washington allowed it to be that way. Washington has a delusional stage that reflects on ‘We can have our cake and eat it too’, it is delusional because you cannot have or do two good things at the same time that are impossible to have or do at the same time. You can have cake, or eat cake, but the ‘analysts and theorists’ come with that example, yes we can and where are those dopey’s now? Now that the ball is handed to the other party when you are deep into defence? 

That is a stage that is becoming increasingly hard for the US. They lost the option of being a super power a long time ago, they forfeit what they have because they believed the wrong people and now that is becomes a game of spin, we see the larger stage that ABC showed in the beginning of the month with ‘US ammunition supplies dwindle as Ukraine war drains stockpiles’, yes they were willing to hand it out, but they aren’t replenishing stocks, as such the Ukraine will soon be dependent on the EU and the US cannot afford to replenish its stock at present and the makers of ammunition are all about the green, they have profit margins. As such the day after looks less and less appealing. So they are losing provisions on one side and are losing revenue and resources on the other side. An unbalanced stage from the beginning and that is the larger folly. But the US can revisit those theorists with their ‘You can have your cake and eat it too’ and ask for an explanation. They will not get anything useful, but that is the problem with these theorists on inactivity. I gave the world this view 10 months ago and reading between the lines there was a lot more, but the US doesn’t pay me, so I see no reason to spell it out to them, they pay massive amounts to people to do that for them.

Giving the stage to every Tom, Dick, Harry and tea granny with a cause is now costing too many players too much and the invoice will be due, in this case the invoice is most likely offered to China who sees several reasons and several benefits. If you want to warn us of the Chinese danger, handing them billions in revenue is not a good idea. It diminishes your danger message and it leaves you with empty coffers as well. Wasn’t the Huawei story enough of a warning? 

I will let you mull that all over today, have a great one.

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October 26, 2022 · 14:17

When you can’t see it

This happens, we all cannot see things at times. I am no exclusion to that equation. We all look in directions and we see things, but we also miss things. Things in front of us and things outside of our peripheral vision. This happens to us all. But what does it take to miss a larger stage? This is the thought I giggled about when I saw (at https://www.bbc.co.uk/news/business-63394516) ‘Google and Microsoft hit by slowing economy’ a mere 4 hours ago. There we see “Alphabet, which owns Google and YouTube, said sales rose just 6% in the three months to September, to $69bn, as firms cut their advertising budgets. It marked the US firm’s weakest quarterly growth in nearly a decade outside of the start of the pandemic”, and it made me giggle because it implies that they have no idea what they are missing. The fact that I am holding on to a $500M revenue stream per month implies that there are options and they go beyond the KSA. Now that Google sees the shores of recession implies that they will seek (hauntingly) for new revenue streams. A larger stage that works for poor little moi. And a stage that holds a little more than I suspected. More because if Amazon and Google remain in the dark, they are hindered by blinkers, or they are just not wake. In an age of recession they remain unchanged towards focal needs and revenue needs. It boggles the mind, but my share just increased 1% and that is not a bad thing, it implies (not guarantees) an optional $5,000,000 a month extra, and an optional additional commission more. And that is merely the second pay-cycle. It is weird, but it implies that for once timing is on my side (which is a perfectly lovely consideration to receive). And to be honest. I do not care about Microsoft, they made their own bed, yet Google is another story and even as I think that Amazon has a better stage, Google is not out of the race (Microsoft can live with their wooden spoon for all I care). So as timing goes on and we consider “Profits at Alphabet dropped nearly 30% to $13.9bn in the quarter, as YouTube ad revenues declined for the first time since the firm started to report them publicly. Sales growth at the firm has slowed for five consecutive quarters” my solution could add well over $6bn annually and that I not the high point, merely the lowest median. So there is plenty of room to grow. And I am smiling like a Cheshire Cat because the big wigs at Google and Amazon are still in the dark, lets hope they remain ignorant until one of them pays me.

I am allowed a small victory dance this morning.

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