Tag Archives: Neom city

The die is cast

it started Yesterday (well, it started earlier), the Guardian gives us ‘British-Iranian relations strained as oil tanker is seen off Syria‘, with the by-line “Adrian Darya, previously called Grace 1, photographed near Russian navy facility“. the starting quote “Britain is seeking to establish whether Iran has sold oil to Syria in breach of written undertakings given by Tehran to authorities in Gibraltar“, we can go with the speculative ‘yes’ on that answer, but it is not a given at present. The quote “Since leaving Gibraltar the ship had taken a peripatetic route towards Syria, but was last photographed off the Russian navy port of Tartus in Syria. TankerTrackers, a firm that monitors oil tankers, has seen no evidence that its 2.1m barrels of oil have been discharged” is no guarantee that it is not happening, or that it will not happen.

The issue is not the oil, the issue is what Al Jazeera reports (at https://www.aljazeera.com/ajimpact/saudi-arabia-enrich-uranium-190909144444127.html), I tend to be in favour of ‘Saudi Arabia wants to enrich uranium but the US may not like that‘, I support the setting as the EU and the US no longer have any balls in dealing with Iran and Saudi Arabia has no choice but to be ready to deal with Iran. It is the consequences of inaction. We see the quote: “Saudi Arabia wants to enrich uranium for its nuclear power programme, the kingdom’s new energy minister said on Monday, potentially complicating talks with Washington about an atomic pact and the role United States companies might play in the arrangement.” We might think that this is the barricade that works, but you would be wrong, both Russia and China are chomping at the bits to deliver high technology power plants that can work with enriched Uranium, this is a billion per place and Saudi Arabia would need 4 straight off the bat. Two power plants to power the growing power needs of Neom City and One for Riyadh power needs and one for other power needs. Do you think that in this age where American and European abilities are downgraded time after time that both Russia and China do not stand a chance? The fact that in both the EU and US larger discrimination and anti-Saudi needs have been fuelled for almost two years, the Saudi government needs to find a solution that is best for Saudi Arabia, not a solution that makes them seem the nicest. That time has gone, that time was 2017, the actions of media since have shown that the anti-Saudi rhetoric is slightly too strong and the Saudi government knows that. In light of all information available, it is the Chinese government that has the strongest position of the three (when we include the US) giving them another benefit. The US has downplayed several parts and now that we see that the Chinese government is ready to step in, we also take notice of an earlier stage in October 2018 where the SCMP gave us ‘China may seek to boost ties with Saudi Arabia but it ‘can’t fill US arms sales gap’‘, I was never certain that it was ever completely true. I believe that China needed time to set things in motion, I also believe that in the gap between July 2018 and August 2019 they have been able to set that stage to a much larger degree and within a year that gap can completely be filled. One issue that was resolved was the Chengdu J-20, the Chinese answer to the F-35. the rumour is that the three weaknesses Canopy, fuselage and engines have been resolved, there was still some questions on the stealth coating, yet that would not prevent them from starting, there would merely be an upgrade of a delay in fulfilment of foreign orders.

With that larger issue out of the way, China is seemingly ready to hand out larger contracts, they might be in the running to aid Saudi Arabia in getting them on the road to keep the 50% promise of making SAMI products export ready, the question is which arms are the most viable ones at present. With the growing concerns and the fact that Saudi Arabia is ready to deliver gives a much larger concern that the US has been playing the wrong game for well over 2 years at present. Even now, less than a day ago, CNBC gave us ‘US wants energy dominance regardless of what happens to oil prices, deputy energy secretary says‘, a quote and a claim that is both flaccid and exaggerated. As such the quote: “The U.S. deputy energy secretary told CNBC Monday that America wants to achieve energy dominance regardless of what happens to oil prices” falls short on a few levels. It falls short not merely because of the additional “It just simply means that we are going to produce as much energy as we can, as cleanly as we can and as affordably as we can“, there is seemingly a line that goes from the US to all other nations, that is besides the issue that ‘clean‘ and ‘affordable‘ tend to be opposite in scope, clean power is not cheap and affordable power tends to be not clean. In there the balance is already out of whack when they want power creation dominance and if China is affirmative to the 4 nuclear power plants, the need for US power will fall to some degree, so the option of dominance goes out of the window. Not dealing with matters is what got the US in this stage, not dealing with Greece (via Wall Street), not dealing with Brexit (through arrogance), not dealing with Iran (through indecision) and not standing strong with their claimed ally (Saudi Arabia) has pushed them on a sliding scale of mind over matter. It is becoming more and more clear that nobody minds because the US no longer matters. As the EU and the US are downplaying the impact and chances of the next recession, or as the recession is used to create Brexit fear, we see a population that has had enough. That is the setting the US is facing and all the non-evidentiary stance on Jamal Khashoggi was not helping, that journalist’s missing cadaver has been milked for anti-Saudi media coverage for far too long.

In this stage, as we realise the factors we look at the stage where we see: ““We are proceeding with it cautiously … we are experimenting with two nuclear reactors,” Prince Abdulaziz bin Salman said, referring to a plan to issue a tender for the Gulf Arab state’s first two nuclear power reactors. Ultimately, the kingdom wanted to go ahead with the full cycle of the nuclear programme, including the production and enrichment of uranium for atomic fuel, bin Salman told an energy conference in Abu Dhabi.” and his royal highness has to, he has little choice, it is not only because of the power requirements of the kingdom, Iran is still a threat and that threat can only be countered by having equal solutions at the kingdom’s disposal and in all this, the total lack of actual actions against Iran by both the EU and the US do not help matters. In this, when we consider “The tender is expected in 2020, with US, Russian, South Korean, Chinese and French firms involved in preliminary talks about the multibillion-dollar project” we need to realise that the US and the EU nations now have a disadvantage to this tender. So whoever wins the multi-billion dollar tender, the losers are going to get confronted on how their tender fell flat due to inaction. It also made me wonder on some of the processes and I know that the World Nuclear Association is the best source.

So I had a look at some of the information, and the stage is set at: “Uranium-235 and U-238 are chemically identical, but differ in their physical properties, notably their mass. The nucleus of the U-235 atom contains 92 protons and 143 neutrons, giving an atomic mass of 235 units. The U-238 nucleus also has 92 protons but has 146 neutrons – three more than U-235 – and therefore has a mass of 238 units“. With the centrifuge principle of “The counter current flow set up by a thermal gradient enables enriched product to be drawn off axially, heavier molecules at one end and lighter ones at the other” and when you consider the image I wonder if it is the most efficient path. I wonder what happens, when we consider “heavier molecules at one end” it seems to me that the outer part (heavier molecules) when it is siphoned off, more uranium could be processed making the process faster. It was just a thought I was having, I remain in a creative stage. There is equally the option to see other solutions when we consider the Roman bath houses and 2 phase compressors. They did not get to their destination in one step, the compressor goes from zero to 5 atmosphere, the second stage takes 5 atmosphere and pushed it to 25 atmosphere, in the old days it was a lot more effective, even now we see the path where the centrifuge at its speed can do it in one go, yet consider a centrifuge park with 50% more units, yet creating enriched Uranium at twice the speed. I am not sure if it works, but I do know that we need to upgrade the technologies to make the Iranian technology obsolete, making the Iranians stop their intended steps, or being able to take the steps to end their actions altogether. People might not like that approach, but the stages we now see involving the Syrian delivery, the Houthi arms and drone supplies, it is clear that Iran has no peaceful intent in any direction. It is our responsibility to choose, either we support Saudi Arabia, or we move out of the Middle East altogether. Either way

This matters, because if we are to stop Iran, we need processes that are more advanced to give the clear signal that the actions of Iran should no longer be tolerated. There are two options in any war approaching disagreement, either you overwhelm them or make their solution obsolete. We have seen that advancing stronger gives the option for a peaceful edge and that should always be embraced, that is as long as you are willing to use that advantage effectively, the EU and US have shown that they are unwilling to do that. So another option is required. That path is seen in the Al Jazeera article with “Reuters has reported that progress on the discussions has been difficult because Saudi Arabia does not want to sign a deal that would rule out the possibility of enriching uranium or reprocessing spent fuel – both potential paths to creating a nuclear bomb“, whilst the intent might sound noble, it isn’t. This solution will not work because no one has a handle on Iran and no one is willing to deal with Iran and that is where the problem lies. As long as Iran is around the problem remains that much has been shown several times in several direction, only the arrogant and delusional political players in the EU and the US are still of the mind that a nice solution can be found, the problem is that Iran has been most effective in tailoring to those ego’s and it is time to give light to those tools and find a way to stop Iran, we have to because their willingness to transgress on nuclear limits has now been shown three times over. That is seen as the New York Post gives us less than a day ago: “The United Nations’ nuclear watchdog confirmed Monday that Iran has installed advanced centrifuges and is moving toward enriching uranium levels — another violation of the 2015 nuclear deal brokered by world powers”. I believe that the best solution now is to make sure that Saudi Arabia gets to the Iranian destination faster, or we allow an open war with Iran, what would you chose? I believe that war is a last resort, yet I am willing to go there if needed, which makes me a better and more ample decider than either the EU or the US, indecision is the only agenda point they procrastinate on, a stage that is too dangerous for anyone at present.

 

Advertisements

Leave a comment

Filed under IT, Military, Politics, Science

This stupid Neanderthal

Yes, you read it right, as the worst possible grammar allows for we see the needed expression: ‘Me is havening to be the stupid man today‘ statement. It all started in the middle of the night when the Guardian brought us: ‘Saudi state part-owns Evening Standard and Independent, court told‘ (at https://www.theguardian.com/media/2019/jul/23/evening-standard-and-independent-unable-to-rebut-concerns-over-saudi-ownership). It gets to be worse (and the actual trigger) with: “Government lawyer tells court part-sale of news outlets has ‘national security implications’“, the naive Neanderthal in me is wondering what kind of drugs David Scannell is on and if I could get some of those (it never hurts to ask). The media (specifically the newspapers) are about the truth and about giving us actual information. The fact that the government has never ever been able to get a handle on whatever Rupert Murdoch does, in that same air the issues with Paul Dacre (specifically on a missing airplane), makes me wonder how the implied gossip that several newspapers spread are national security.

We could go with the premise that with a part owned Saudi Newspapers, the readers will actually get exposed to the acts or Iran, and the facts that many newspapers decided not to give visibility on that (like the proxy war Iran is waging via Yemen). That is beside the point that David Scannell is claiming national security issues against a Russian citizen, is that not laughable too (a Paul Hogan comedy kind of humour)?

So when we get David Scannell stating: “What is of concern to Her Majesty’s government is that a foreign state could be acquiring a substantial stake in Lebedev Holdings [owner of the Evening Standard] and the Independent simultaneously“, whilst her majesties government is seemingly forgetting that the current owner is Russian (born 8 May 1980, In Moscow Russia). Perhaps David Scannell would prefer to consider journalistic integrity and hold the UK newspapers to a much higher standard? He (his bosses more precisely) could have done that a decade ago by removing 0% VAT rights from these glossy ‘news’ bringers, a solution that would fit the UK citizen and resident to the largest degree, but just like the facilitation to the FAANG group (and their less than 2% tax), big corporations are facilitated to the largest degree and a clever Saudi investor thought that this was a good return for their investment. Then there is the other part.

When we see: “The heavily lossmaking free London newspaper is edited by the former Conservative chancellor, George Osborne“, we could consider that this is about changing the hearts of readers, yet if the government legal team is so worried about ‘poor record on press freedom‘, has that legal team not considered that in the end, when the papers becomes even more loss making that the current owners back out and the government could take over at £0.01 per share? In addition, if there is enough evidence in the statement of: “Both the Independent and Evening Standard insist concerns about editorial independence are unfounded and they are not influenced by financial backers” then what is this actually about? It seems that there is a reduced to zero chance that there are actual national security implications, the fact that national security events were always embargoed and as such these two papers must adhere to this, foreign owned or not and in the end, in addition, the fact that we saw last May the quote “There is nothing new about concern over the impact the company, which controls 70% of the country’s newspaper circulation, might have on democratic debate” (source: the Guardian), that keeping more papers out of the fingers of Murdoch might be a Humanitarian good, is that not important too? In addition, there is a second consideration, if the digital worlds that these two newspapers have, setting a stage that this evolution is passed on to places like the Dallah al Baraka Group, Al Arabiya, Al Saudiya and Al Ekhbariya could set a long term prosperity to both Saudi Arabia as well as their European affiliation. This is a long term slow plan and when we consider that Neom City is still happening, having a city well over 20 times the size of New York, also implies that overall the media will grow as well; digital marketing as well as 5G information streams will evolve, and evolve faster. Part of my IP was designed to do just that, whilst promoting commerce on several levels. We see that the evolution cannot begin in Saudi Arabia, but over time evolving those and new stations will be in the interest of Saudi Arabia who is eager not to lose it all to the UAE (Dubai Media Incorporated) or Qatar (Al Jazeera) changing the game and the way they do business is an essential must in the long term and in the short term evolution is more and more pressing.

Homo sapiens

Evolution has stepped in and as the Homo sapiens we are now, life is not that simple, the interaction of the media is larger and more complex. Yet I still find the approach through David Scannell laughable. We want to muster muzzles and bits to state who is allowed to go where, yet the unbridled freedoms pushes through by places like Facebook, Apple, Amazon, Netflix and Google remain unhindered. Even in a stage where these groups pay less than 2% taxation in the end, the monster we know is still less acceptable than any optional new monster we do not know. The policymakers have been unable and unwilling to adjust laws ad legislation for almost two decades, the premise of iteration and Status Quo are found everywhere but were given on how the new owner (partial new owner) is setting the stage of national security. When we look at the fines we see in the direction of Facebook and Equifax are partial evidence that this ship has sailed years ago, the latest data breaches show that there is no stopping the flow of data and whilst we look towards North Korea who does not have the storage abilities, skills and bandwidth to do 10% of the issues that they are accused of, we see that the foundation of the current batch of National Security monitoring teams are seemingly in a stage that they have no clue where to look and what data to sift through (a common shortcoming).

So in all this we have larger issues and whilst we forgot about July 2015 ““source close to the family” (MH370 disaster)” with the additional “what is also important is that we saw an issue in 2014 the Press Complaints Commission (PCC) decided to investigate a case whilst using only 1 of 83 plaintiffs” (at https://lawlordtobe.com/2015/07/31/that-joke-called-the-first-amendment/), it would be my personal recommendation that the government (as well as David Scannell have bigger fish to fry. We could start a new Leveson investigation and force harsher settings, but all kinds of chief editors will burst into tears in the House of Lords and as we know that those gentlemen are really unwilling to slap crying girls around, so we get nowhere ever and the option to remove the 0% VAT from some of these newspapers is not regarded as an option, so we are at a stalemate with no solution. But the call via National Security seemingly remains.

In the complete evolved view we see that there is political power into the ability to reach an entire nation through the newspapers and the media, yet in that light when we accept Gay Alcorn (the Guardian) who gave us: “There is nothing new about attacks on News Corp’s influence on policy and politics in Australia. There is nothing new about claims that Rupert Murdoch’s newspapers are not just right wing, but distort and manufacture news“, does it actually matter whether news is manufactured by NewsCorp (Australia) or the Independent (partial Saudi)? Is pushing this path not a race towards discrimination lacking all diplomacy and subtlety?

I am merely asking, because even as i really do not care who the owners are becoming, and the fact that the previous owner is Russian, is it not just all water under the bridge. To be slightly more precise a bridge called Facebook transporting terabytes of data per minute?

In the end, the legal battle is seemingly set to “The legal challenge was only against the decision to refer the Saudi investment to the Competition Commission on merger grounds“, whether valid or not (that is a legislation issue), the fact that the entire article has only one mention of the word ‘merger‘ in that entire article. Informing the public on the exact nature of the issue on the merger, would that not have been an essential first? If that is the case, how does National Security actually fit would be my question, but we really don’t see a clear answer on that either, do we?

 

Leave a comment

Filed under Finance, Law, Media, Politics

The political winds

It all started nice and slow this morning. I had one task that is due in 4 hours and 34.3 minutes (roughly), so the unnatural act (for me) of sleeping in commenced and it was nice. So there I was morning ritual all shot to smithereens and it was 2 hours until zero hour. My ritual of checking breaking news gives me the BBC and the Saudi Tankers, an interesting part, but the intelligence on the events are missing, even in open source intelligence it is too much on ‘decent confidence’ and ‘statistical probability of certain parties’. One source gives an implied presence of Hezbollah in Shinas (Oman), yet there is zero reliability as well as the fact that any attack would have required different tools as well as location does not add up, as it is at that point that Israel Hayom gives me ‘Saudi Arabia retaliates hours after Houthis attack oil facilities‘, the fact that we see “Houthi rebels in Yemen, who are backed by Saudi Arabia’s arch-rival Iran, claim attack on Saudi oil pipelines“, this is indeed a different status and I will dig into this when i get more data, this event could escalate matters fast. As such the defence needs of Saudi Arabia will explode (pardon the pun) soon enough.

Yet this is about UK politics and the issues will relate soon enough. The Independent (at https://www.independent.co.uk/news/uk/politics/jeremy-hunt-conservative-party-wall-street-journal-london-a8914171.html) gives us ‘Jeremy Hunt appears to struggle for an answer when asked why people should vote Tory‘, you see as a conservative (yes, I am a Tory) I struggle too. There is no shame in this, we need to walk a tightrope and keeping balance is actually a lot harder than you might imagine. So when we see Jeremy Hunt give us: “Because we are not going to solve this problem by retreating to populist extremes” he has a point, it is clear and he is correct, yet the problem is that we are looking at the wrong extreme. Nigel Farage is not the populist extreme, the European Central Bank is the populist extreme, just not a populist extreme for the people, they are the populist solution for the IMF, Wall Street and American commerce, three that they were never supposed to cater for and the European ignorance is just amazing. Also, the view that the media remains silent on many issues involving the ECB, Mario Draghi and their acts of non-accountability have become too staggering. And as the media is in denial in one side and then bashes Nigel Farage at every opportunity gives additional light to the fact that the media botched plenty of issues.

The people have been misled to a much larger degree and now they are willing to try Farage and the Brexit party, not because they like him, but because they largely mistrust all other parties including my own conservative party. That is the realistic stage, so why vote Tory?

The problem is not easy but the biggest issue is the debt, both sides (mainly the Labor party) have pushed again and again and left the British nation with 2 trillion pounds of debt. Even in the most optimal stage it will take well over a generation, it is passed in two parts. The first is no less than £20 billion in interest payment and an optimal £20-£50 billion in annual debt decline; if this is not done soon it will be too late for everyone. The benefit is that the UK without the Euro can steer shallow and deep waters, all having their own risk (and rewards), all having options, but the drag of the Euro 27 nations and their bad choices as well as the ECB and their unacceptable acts will no longer be part of it. It will be the first clear stage of resolving the issues that politicians are too hard to solve. Still, it will take a generation, perhaps two to resolve it and when there is momentum in the first 5 years that will signal economic improvements as well as economic opportunities.

Immigration

If that was not the case, do you think that the refugees would be racing and running to make it to the UK as fast as they possibly can? No, the people in the lower tier are actually seeing the lack of progress for the people all over Europe, and for now the UK is in a similar stage, but it could improve, the UK is in a stage where it could improve faster and better than anywhere else in Europe. Do you think I would sit on billions of IP if any official in the EU27 could be trusted? The EU27 and America are all in the stage to fill their pockets as much as possible before it is too late, I would rather make all my IP public domain and watch them all fight each other on claims that they were first and not giving actual evidence. That is why Google, Huawei and optional Saudi Arabia are seemingly the few parties worth talking to at present.

Google and Huawei have shown to be pushing innovation, not iteration. In addition, the acts we see in Saudi Arabia on renewal and Neom City are showing a push for larger changes, changes that the US and the European Economic Union is no longer able to make, they are stuck with a mountain of debt making everything a discussion, and no resolutions. The fact that for the most tax laws have NEVER been properly been adjusted so that the large corporations (FAANG group) make proper payment has never been addressed, it is a failing on both sides of the Isle, both Tories and Labour have fault at that. the BBC news in March 2018 gave us ‘Google’s tax bill rises to £50m‘, and we get two parts in addition: “The technology giant’s annual accounts show that the company will pay corporation taxes of £49.3m on UK profits of £202.4m” and “The total value of Google’s sales in the UK is about £5.7bn a year“, now I have nothing against google, as a matter of fact, I love Google (platonically mind you). Yet the numbers do not add up. When we consider that google is making 202 million out of 5,700 million, it amounts to a profit margin of 3.54%, considering that the Google Pixel 3 is well over £700 makes me wonder. Yet let’s not forget that Google is not alone here, Microsoft, IBM, Oracle, SAP, Facebook, Amazon all have profits that go into the billions (well the FAANG group players at least). So the tax image is wrong and the people get to pay for the cost of commerce, not exactly fair, is it?

This is the realisation that has been sweeping through the lower tiers of the population and they have had enough, and I get it. We see all these utter BS approaches on what we can sell to the government of Saudi Arabia and we cannot even sort out proper taxation to big business? Small businesses have been driven out of shops through large corporations working from abroad, the Britons have been dealt a raw deal and it bites, the Tories did way too little to deal with it (opposing the Labour party who did nothing at all when they were in charge). So the people have gotten to the point where they will try anything, especially give Nigel Farage and his Brexit party a chance.

Yes, how would I vote? Well, I am all for Brexit, yet I remain a Conservative. The issue is not Brexit, it will happen (read: it should), the issue will be about what happens after that, it will be a mess for close to two years and issues need to be resolved and it will take time and it will take serious discussions, Nigel Farage has charisma, he has knowledge yet what about his team? The players like David Coburn, Julia Reid, Nathan Gill, or Raymond Finch? I am not sure any of those people can hold proper seats like Home office, Foreign office, Defence, or Treasury. That is the problem the UK faces. Getting a proper government in place, Labor was never trustworthy and even as Tony Blair did a lot of good, he bungled plenty too. In that regard whatever came after Harold Wilson (1976) was pretty bollocks by the view of some (a view I only partially support).

These parts matter, the failings form the past are now part of the current battlefield and the failings are important to consider with a debt of 2 trillion, that is why the Brexit party is likely to be the biggest player, yet I remain a conservative, the mess needs to be cleaned up and whilst labour will indiscriminately spend money that they do not have, the Nigel Farage side lacks the true experience that the people need to clean the overall mess up, Brexit is an essential first, but the Brexit party is in my humble opinion not ready to properly deal with the 20 steps that follow.

Was there not a Saudi side?

Yup and we are getting to that now. You see the economy is only one side. Military hardware is only one part of optional commerce, the national growth of 5G will benefit the UK, yet these parts can also be sold to Saudi Arabia, there is more than Huawei and even as the UK needs to catch up, and catch up fast, the sorted problem is not merely military hardware, that part needs services and whilst the UK can be a push forward there, they are up against American Giants and it is a fight worth fighting. The infrastructure for Neom City and even beyond that all the way to Riyadh represents an initial £350 billion, with more on the horizon. When I set the stage for my £2,000,000,000 IP, one part was that I did look beyond one side and since then found four more avenues where people merely accepted certain solutions and never looked at what else was possible. From Marketing, Awareness creation, communication, applied applications on the setting of streaming (yes, that was a pun and a puzzle all at once). And the biggest parts are not big business, it is a small business approach with global ramifications, and the nice part is that Huawei was nice enough to implement part of it in their 5G prospective and not look further, so happy, happy me (for now that is).

This is not merely one part, all the players (and the FAANG group) all want access to Saudi Arabia, so who do you think they will hand options too? These hypocrites who decided to suddenly revoke export to Saudi Arabia whilst ignoring the activities of Hezbollah and Iran, or those who stood by Saudi Arabia and their right for defence? Let’s not forget that the aid of Saudi Arabia was called on by the legitimate government of Yemen, a part most seem to ignore again and again.

Saudi Arabia is trailing in technology on several ides and they are trying to address this and those who facilitate for the progress of that will find themselves with the sweetest deals. More importantly, the UK will need proper trade partners to a larger degree. The US is all about export and the fact that export needs to exceed import, several nations are in that stage. The list that place true value to import to goods and services is small, so having the proper foreign office in place is going to be essential in the next 5 years, the Brexit party cannot deliver on that and that will make matters much worse down the Brexit trail. The Conservative need is easily shown when you look a few degrees beyond the current point of exposure. It is when you look towards the applied stage of the long game, that is where you see that the bulk of all politicians fall short. They will merely tell you: ‘We will solve it when we get there‘, or ‘We have a plan and we will present it at the proper time‘ and it is way too late to take that approach, it is well over a decade too late for that.

If they cannot clearly show you a plan, they are extremely unlikely to have one, which is not a stage the UK (and many other nations) can survive on at present. As such the political winds are blowing, top some degree those who we are willing to trust lack the power and know-how to make it work long term, most of the others are no longer trusted to the degree that they need to. I remain conservative inclined, yet they too need to realise that not only is the party over, facilitating in that direction is no longer an option, making that heard loud and clear is essential.

 

1 Comment

Filed under Finance, IT, Media, Military, Politics, Science

The winnings of players

I had hoped that to a larger extent common sense would prevail, yet that is at present not to be expected. It is not really news, we have seen the impact on a few levels, yet to see it in the news on how far the impact reaches is still an interesting situation. It proves that a bullshit artist with a nice looking presentation gets the advantage over a scientist, or an engineer showing its failing. That is what the world is pushing for and it is disturbing in one way and entertaining in another.

It started some time ago, yet Monday’s article ‘Saudi crown prince allegedly stripped of some authority‘ (at https://www.theguardian.com/world/2019/mar/18/saudi-crown-prince-allegedly-stripped-of-some-authority) give a much larger indication that the BS artists did optionally score a massive victory.

So how did this go about?

Parts are seen with: “The New York Times also reported this week that Saudi Arabia’s government investment fund has gone through a “messy break-up” with a Hollywood investor after the investor decided to stop doing business with the fund and return a $400m Saudi investment in the wake of Khashoggi’s murder. Saudi Arabia has adamantly denied that Prince Mohammed played a role in the killing, but the CIA is widely reported to have concluded with a medium to high degree of confidence that the crown prince ordered the murder of Khashoggi at the Saudi consulate in Istanbul.

In light of the US being an alleged ally to Saudi Arabia, I would think that more would be required towards: “to have concluded with a medium to high degree of confidence that the crown prince ordered the murder of Khashoggi at the Saudi consulate in Istanbul“. I am not stating that he is guilty or innocent. I found that much of the media spread information came from a very unreliable source and whilst insinuation and accusations were given by Turkey, they never handed out any clear evidence and handed it out for scrutiny. Turkey, who has been connected to Iran with too deep ties, in an age where Iran is in a proxy war with Saudi Arabia, the scrutiny of anything that Turkey presents should be scrutinised to the max.

In addition, the forward thrust by Saudi Arabia regarding 5G gives it a larger advantage, now a strong advantage over the US, which is a universal first. As the Arab News gave us one hour ago: “5G will be used in 30% of big cities in Saudi Arabia by 2020“, is not merely a boast. Huawei is pushing ahead (at the behest of the KSA) and as such America is falling behind more and more. These pushes were all instigated by Saudi Crown Prince Mohammed bin Salman. And in a year it will start to pay off, with optional growth options of 500%, something the US has not ever achieved in the Middle East.

Forbes adds to this (at https://www.forbes.com/sites/zakdoffman/2019/03/20/did-the-u-s-just-lose-its-war-with-huawei/#395342a19e75) 12 hours ago with: “Every Huawei interview and press briefing for month after month was a defense of their security record, an insistence that they don’t spy for Beijing. But then Huawei pulled off a well-orchestrated PR masterstroke at MWC. And everything changed. Huawei’s rotating chairman, Guo Ping, used a keynote speech at the event and media follow-ups to turn defense into attack. “The Snowden leaks,” he said, “shone a light on how the NSA’s leaders were seeking to ‘collect it all’ – every electronic communication sent, or phone call made, by everyone in the world, every day. The more Huawei gear is installed in the world’s networks, the harder it becomes for NSA to ‘collect it all’. Huawei hampers U.S. efforts to spy on whomever it wants.”” So even as America is losing footing at the same time in several areas, we see that the commitment that Saudi Arabia had with Huawei is now starting to pay off and all the delays that the US instigated in that respect is making their allies look bad, especially as the US has never been able to submit any evidence for a period of well over 6 years.

It is true, we see that the advantages that Saudi Arabia had is experiencing setbacks (like Neom City), yet in a year we will see the fruits that the Crown Prince started and as it pays off and the US falls further behind, European partners will all switch to Huawei faster, the US industry had been too lacking for half a decade and now the invoice is due. Huawei in the KSA will show by the end of 2020 just how far the US has fallen, and when we get all the data and evidence regarding Khashoggi pushed to the open media we will get to scrutinise the intelligence and evidence and as such it will show the games some played.

It is not whether Khashoggi is dead, we all accept that, we also accept that for the most it was done through Saudi hands, yet the one piece of evidence on whether the royal family was involved, we see that there will be nothing concrete, nothing proven and more likely than not, no reliable evidence of any kind at all that the Saudi Royal family had a hand in this.

So what changed?

Well, the direct answer is, is that stupid people do stupid things and that is now seen (less than 8 hours ago) with ‘New Zealand minister to confront Erdoğan over Christchurch video‘, media bully Recep Tayyip Erdoğan decided to use the world news to push forward his agenda and with “Erdoğan’s repeated use of the footage, largely in a bid to portray his chief election opponents as soft on terrorism“, as well as “his decision to use footage of the Christchurch terrorist attack at his election rallies, alongside threats that Turkey will make those responsible “pay for it”“. Turkey takes any advantage it can find, yet they never presented any actual and factual evidence to the media did they? I believe they never had anything at all; a nation where 25 journalists have been put to death between 1992 and 2019, whilst 68 journalists are currently in jail. And that is the reliable source in the entire Khashoggi matter? Turkey, the leader of the top three that accounts for well over 50% of all the journalists in the world that are in jail, and no one is asking critical questions. I find that slightly disturbing.

Yet, there are indications that when certain accusations are voiced often enough, those mentioned will be impacted and that is how (to some extent) I see the stripping of authority.

I will also acknowledge the guardian quote: there are some signs that the king is seeking to rein in his controversial son at a time when Saudi Arabia is under the spotlight“. There is certain an indication that all the larger changes in Saudi Arabia might be seen as too progressive. Yet, as I see it, when these changes bring non-oil based wealth to the kingdom, there will be an optional larger shift in that very same kingdom.

The Hill gave us (at https://thehill.com/opinion/technology/434774-losing-5g-fight-with-china-would-be-a-disaster-for-us) only hours ago: ‘Losing 5G fight with China would be a disaster for US‘. In the article three issues are raised all with consideration as to the why.

  1. Pride.
  2. Money.
  3. Security.

There is a fourth, which they did not give, but I expect that to happen, and I will mention it momentarily. Even as we see pride, it is number two that takes the cake, the icing and the future. It is money. 5G will allow for larger change towards the internet as the Internet of Things (IoT), yet that is nothing towards the benefit of facilitation, anyone who is not there in time will lose business and they will lose it fast. Long term losses of 5% for every month that delays are given and an optional additional 1% loss for every innovation the non 5G people are missing out of. At present the US is lagging by 12-32 months, so I reckon that the math is pretty simple at that point and in a Global stage those quicker players (several in the Middle East) will now gain an advantage on the global stage. More important, I had set some of my own IP in information systems and the benefit of hardware that is up for patenting will change the base of the 5G foundation long term. As I mentioned, I foresee an impacting delay and none have set the actual cost due to that stage, the solution once working will also enable small businesses to have 24:7 exposure to themselves in ways that was not possible before, giving them back the power they never had in the first place, and over time the old phrase ‘location, location, location’ will gain a much needed additional value, so it is a larger base of changes that will come with 5G.

Number 4

So as I mentioned the 4th element: Trade Marks. With 5G any trademark gets a new dimension, with 5G as speed and access increases we will see a jolt of trademarks in play and even a new dimension in trademarks, the holograms. We never had any stage for it because they were too large and it was not fundamentally convenient, with 5G that setback is removed and when visibility and awareness change, they will all want all their trademarks upgraded and added to. So consider the need for a new kind of Trade Mark, as well as a few more classes, the registration of an additional 250,000,000 trade marks (globally) requiring not merely registration, but also testing and administration. How much money do you think will pushed to the forward ground on that side alone? I saw that need arrive in 2016 and 2017 and now my Master of Intellectual Property degree will actually be worth something (on the employment market that is).

In that respect the trademark laws will also require an overhaul, when we see hologram and 3d logo’s the entire concept of more alike than not will also take a dive into the jurisprudential unknown making the need for commissions looking into that matter rather essential soon enough.

All this before we considered the stage of what 5G would facilitate for in addition, information and the way we bring it, marketing and how small business can provide for it without the use of facilitators or more expensive server and Google Ad providers, in addition directly facilitate for those nearby, all markets not ascending to what 5G actually opens up, they are all waiting for the US to wake up and the US is massively behind at present, their lag merely increasing by the day and not in the least by the new marketing war that AT&T with their Fake 5G (5G Evolution) find itself in. More BS and the need to sweep early statements under the rug, all activities that cost resources, time and credibility. It is that foundation why we will see the US fall behind. that part is seen one week ago today when some might remember Reuters (at https://www.reuters.com/article/us-usa-wireless-spectrum-congress/u-s-house-technology-panel-heads-seeks-delay-in-5g-spectrum-auction-idUSKCN1QU2GQ) giving us: “Johnson and Lucas urged the regulatory agency to delay the spectrum auction until it properly addresses the concerns of relevant agencies and departments: the Pentagon, the National Oceanic and Atmospheric Administration (NOAA) and the National Aeronautics and Space Administration (NASA). “Our concern is not with 5G technology. … However, advancements in telecommunications should not come at the expense of the safety and security of the American people,” the two wrote in a letter to the members of the FCC“, the delaying impact will be worse than you think. You see, the ‘wisdom’ seen here also links back to the other elements. From this we can see that the US in many places was not ready for 5G, they are close to two years 5G late and now we see it reflect in other ways. Consider the facilitation that the internet gave the extremists who acted in New Zealand. 800 versions of a shooting, forwarded millions of time, the report that 1,500,000 uploads were prevented/removed and not a list of those who made the light for too long and now consider that in 5G that entire matter would have been worse by close to 2,000%, the mere increase in speed and reachability is that much larger. At what point will you consider that the entire US-Huawei war will cost you more than you ever bargained for? And as to Saudi Arabia, as they grow their 5G status as they already are, how long until other people see the advantage that 5G brings, especially when the first 100 buildings of Neom City are ready to populate? A city that is planned to be sized to well over 20 times the size of New York and all of it 5G from the ground up, if speed is the determining factor of success and wealth, how big an advantage is Saudi Arabia about to get?

So as we see the elements in play, we see that some of these players have made headway towards profit, yet for how long? More important, when the opposite is proven and the US has no 5G to deliver, when we finally see that Turkey never had any credible intelligence to offer regarding Jamal Khashoggi and when we see that 5G is changing the scene and Huawei has delivered, how will we judge the others? Or will we and will politicians merely hide behind ‘there was some miscommunication on what the standard was‘, or ‘we did not agree on a number of issues’. How will you set the price of change that is required for you to have (and agree to), guided by an acceptable standard at an affordable price? Most people seem to forget about that part of the equation, do they not? The delay as we see it happen now will mean that you get 25% of what is possible at the same dime and as such lose market options, lose corporate value and even worse, delays the option of creating awareness for whatever IP you represent, the last one is not merely draining your revenue, you will directly hand over your market share to those who did get to 5G, the value of that damage cannot even be predicted at this present but it will be large impact that will not respect borders or established brands at present and the brands that stayed behind will lose a lot more value that they could ever perceive; that too is the impact of 5G and we all forgot the impact 4G had from 2010 onward, now the impact will be a lot harsher, optionally 40%-95% harsher.

Once those numbers are out and you realise that security and cyber parts are also hitting those surfaces, how far do you think you have fallen behind? Loss was close to unavoidable when we started to facilitate for the players and it will take a while longer for people to catch up to how much it will cost them in the end, because that part, the invoice of choice is always left to the end, after the players filled their pockets with the goal they required and when they have moved away and there is nothing left to do, that is when their additional invoice hits us all.

 

Leave a comment

Filed under IT, Law, Media, Politics, Science

The Iranian escalation

We know that their nuclear accord is not worth the paper it got printed on. We also know that the involvement in Yemen is a lot larger than anyone has been able to illuminate on (especially the media). Yet the cupcake of the day goes to the Times of Israel (not the most neutral party in all this). they gave us mere hours ago ‘We bought spares for nuke equipment we agreed to destroy‘ (at https://www.timesofisrael.com/irans-nuclear-chief-we-bought-spares-for-nuke-equipment-we-agreed-to-destroy/). It is ‘supported’ with the by-line Ali Akbar Salehi says supreme leader was convinced West would renege on 2015 pact, so replacement tubes for nuclear reactor were secretly purchased‘. We get this part, whilst a mere 4 days ago the Financial Times give us: ‘EU seeks to keep Iran nuclear deal alive despite US pressure‘, a policy state of mind that I called reckless and not too bright close to 5 months ago. So now we see that not only did Iran have no intention to keep its word, it is actively setting the stage of being a danger to a lot more than merely Israel. Has anyone considered the dangers when one of the warheads goes missing, gets an added dirty load and both elements miraculously in the hands of Hezbollah?

This is not a fictive danger!

Consider the following ‘facts’:

  • Article 151 of the Constitution obliges the government to “provide a program of military training, with all requisite facilities, for all its citizens, in accordance with the Islamic criteria, in such a way that all citizens will always be able to engage in the armed defense of the Islamic Republic of Iran.
  • General Qasem Soleimani is in charge of the IRGC army, his direct inner core has direct control of the Basij and they protect and reinforce several locations where nuclear materials can be found. In addition there have been several pieces of evidence that the support of Hezbollah by the IRGC goes beyond simple funds and hardware, hence the danger I am illuminating is not the weirdest one, or the least likely one.

So when the Financial Times gives us: “We need to accept that the [nuclear deal] is important and it has been a signal achievement“, we also need to consider that this is merely what Iran wants you to think. It is a stage that is too dangerous for some ‘peace for our time‘ moment as the UK thought to have in 1939, it did not end well then and it will equally not end well this time either. The trouble here is not merely what is in store for Israel, the defeat that they currently face opposing Saudi Arabia in Yemen (via Hezbollah), it also implies that there is every indication that proxy strikes against Saudi Arabia are not out of the question. I am not talking about the two fired on Saudi Arabia 4 days ago (source: Al-Masdar Al-‘Arabi). The quote “According to the official media wing of the Houthi forces, their rocket battalion fired two Badr-1 ballistic missiles towards the Asir and Jizan provinces of southern Saudi Arabia. The Houthi forces said that one of their ballistic missiles managed to hit a Saudi military gathering near the Yemeni border with the Jizan province.” gives is that Houthi forces are upping the game. Whether Hezbollah is directly involved is unknown at present, yet the danger is that Hezbollah makes for a decent Iranian mule and as such a dirty payload is not out of the question at present. The part that none are giving is that both the Asir and Jizan areas are predominantly civilian and that with the lousy aiming abilities of both Houthi and Hezbollah forces we can speculate that the only way for these two to hit a military target was done by aiming for civilian targets. No matter how it turns out, Houthi (and optionally Hezbollah) forces are waging war on Saudi civilians which is a big no-no and as the Western media stays out of it (to a larger degree) the Saudi coalition will be forced to strike hard and harsh against the enemies of Saudi Arabia. The important part here is that this is no longer merely Yemen, at some point in the near future a meeting and decision will be made to actively engage Iran and that is when all bets are off for Tehran. the evidence shown in regards to the Nuclear deal as well as their involvement in Yemen, we see that both the EU and the US have no other option but to stand by Saudi Arabia in all this, decency would demand it from them and by not doing so, we will see a very different stage and Russia is only one step away from enabling themselves into a political stage of becoming best friends with Saudi Arabia. So as we saw three days ago the statement “Iran has not been invited to a global conference on the Middle East in Warsaw next month and Russia has declined the invitation“. The question in my mind becomes, is that truly the reason for declining, or is Russia playing a larger game? I will emphasize at this point that this is pure speculation from my side, yet if there is chance to get a much closer relationship with Saudi Arabia and get that achieved by ‘seemingly remaining friendly with Iran‘, we see a Russia that has plenty to win with this path. Unlocking the ties between Saudi Arabia and the USA would be one of the greatest wins of the decade for Russia and that danger should not be underestimated.

In the end Saudi Arabia and the Saudi coalition needs to do what is best for them and the events of the last two years give rise to the stage that America has merely been thinking of their own needs in the last 3 years and most allies have had enough of that.

What will happen in the end is not to clear, not whilst there are gaps in either path of allies and whilst Russia is playing its own cards close to their chest, the Americans have been too clumsy for close to two years. The Khashoggi and Yemeni events have clearly shown that part. The media gives us even more when we consider Al Arabiya. There we see: ‘Orchestrated media, political campaign to damage Saudi-US ties, says analyst‘. The quote “I strongly believe that Qatar, Turkey, and certain Muslim Brotherhood proxies in the West are involved in funding a media campaign and political operations to discredit Saudi reforms and the government in general” by Irina Tsukerman (at http://english.alarabiya.net/en/features/2019/01/10/Orchestrated-media-political-campaign-to-damage-Saudi-US-ties-says-analyst.html) is as I personally see it incomplete. She is looking at one part, but there is a second stage. Not unlike the UK actions in the 70’s against the Cairo-Tel Aviv attempts for a peace, we see another stage here too. You see, the events from Saudi Arabia regarding Neom City have been so overwhelmingly progressive that larger US industrials are now worried, they cannot live with the fact that they are soon to be less impressive than the Saudi advances in 5G, it goes further, large players like AT&T are now openly deceiving the people with their 5G Evolution, a product that has been heralded all over the media as a fake product. The Register, USA Today, Android Police, TechCrunch and many others are seeing this as deception. The idea that Saudi Arabia beat them to the punch was too unacceptable to these people. They are increasingly worried that every win towards Neom City will be regarded as a loss towards their own economy, which is the America the allies of America face. It also fuels the entire recession mess that is upcoming, merely because corporations can fund one place and whatever goes towards Saudi Arabia is not going towards other places and in all this, the UAE will benefit to some degree as well. As Saudi Arabia is facing down it’s not so hidden enemy Iran, Saudi Arabia will face opportunities as well as challenges and its allied neighbours will have positive waves of economy going their ways too.

Yet before there can be a positive outlook on it all, the global players will have little choice but to put down Hezbollah as soon as possible. No matter how they try to commit to peace, there is enough evidence that Hezbollah is still committed in wars against Israel and Saudi Arabia. Even as we see “Tens of millions of Iranian dollars have gone to Yemen“, we see that this image is also incomplete. That part is seen when we consider the BBC (at https://www.bbc.com/news/world-middle-east-46958455). When we consider the fact that ‘Pro-government forces removed 300,000 landmines laid by the Houthis between 2016 and 2018‘, the numbers do not add up. the value of the mines, the time required to place them as well as the manpower required to place them we get the clearer picture that the entire funding goes well beyond ‘Tens of millions of Iranian dollars‘. That part as well as the missile costs, the Hezbollah support and other goods imply a financial support that implies close to 1000% of the support that is claimed by some. The found number of mines implies that Yemen required placing 200+ mines a day every day. That require a much larger workforce and support engine (including some form of logistics and communication) than anyone could possible consider. That requires no less than two regiments placing mines 24:7. That is the number that does not make sense in all this and Yemen is not known for soft sands, there are plenty of rocky surfaces to content with. The numbers do not add up and it seems to me that the media has been ignoring those facts to a larger degree, making the Iranian involvement a lot larger than anyone expected, which also implies that the commitment by Hezbollah was a lot larger making them a more essential enemy to get rid of and that part is not limited to Israel and Saudi Arabia. Europe and America have every interest in dealing with Hezbollah with extreme prejudice. Well, that is if they ever want to see true peaceful balance in the Middle East, because with Hezbollah (and Hamas) that will never happen.

In all this Iran has been the catalyst to escalation and it is high time that the global media is taking a very serious look and openly reports on the actions that Iran has been an active participant in, do you not think so?

 

Leave a comment

Filed under Finance, Media, Military, Politics

Nationalisation, the second tier

The news is fresh, it is new news, yet it was foreseen, it wasn’t really news, but the drive has come visible, much more visible than most expected. As some might focus on the Guardian and the image of a beautiful young lady as she is afraid for her life, as she seeks refugee status in Australia, we see all the men and many women feeling sorry for Rahaf Mohammed al-Qunun. It might be correct, it might not. I do not know, yet what the Guardian is not telling you is seen in the Arab News (at http://www.arabnews.com/node/1431206/saudi-arabia), there the news is: ‘Saudi Arabia goes full steam with Saudisation of sales jobs‘. I think it is good that any nation pushes for national held jobs, no matter what country it is happening in. So as we read: “Saudi Arabia’s Ministry of Labor and Social Development announced on Sunday that it would be providing citizens with job opportunities in an attempt to reduce unemployment. The job opportunities will be in sales roles, including medical equipment stores, construction and building materials shops, car spare parts shops, carpet shops and sweets shops, according to Saudi state news agency, SPA.” I think it is good that the news is seen, yet what about the impact? It is not a national thing, it is regional, Oman is doing the same, Qatar has been doing it for a while and the UAE is on a similar trend. If it works it is great, yet what everyone forgets is the announcements of 6 months ago, this basically impacts Google, Apple and a few other players (the FAANG group as a whole) as they were opening their offices in Saudi Arabia as well, so from the Saudi view it is great to be Saudi. Many people all over the world dream of a Google job and now we see that Saudi’s are added to that knowledge pool. And that is what it is a knowledge pool that can drive Arabian IP to a much larger extent. In light of Neom City, in light of new Financial Districts in Riyadh, we see the opportunity for growth, yet do these events constitute actual growth as that question is equally important.

If we accept the same news two days ago (at http://www.arabnews.com/node/1430961/business-economy), we see that the headlines might give us ‘CEO of Saudi Arabia’s newest technology investment fund STV shoots for the moon‘, we might giggle, yet perhaps that same feeling came upon us when in 2001 a man named Mark Zuckerberg had an idea, how did that end? We can also consider that as Abdulrahman Tarabzouni is a MIT graduate, so he optionally has a better education than Mark Zuckerberg had (Harvard), which is me, myself and I starting a competitive flame between those two schools. The nice part here is that the STV (the investment fund) has half a billion to start with, so they can cream the best start-ups to truly grow their perspective and turn it into billions of wealth, if properly set their idea of a hundred times over might be conservative. We tend to not look into those directions, yet the ownership of IP is not merely an essential it is a wealth maker and a wealth breaker and as an MIT graduate he would (read: should) be able to see the difference between the wheat and chaff, it makes for all the difference.

Even as the Arab News introduces in opposition: “Some analysts point to two difficulties in the STV strategy: The high valuations of the global technology sector, and the comparatively high levels of geopolitical risk associated with the region, and the Kingdom, in the minds of some foreign investors.” We need to recognise that being first implies the avoidance of ‘high valuations of the global technology sector‘, the second part is ‘geopolitical risk associated with the region‘; that second part might not be zero, yet there is no clear danger to the Kingdom of Saudi Arabia, in addition as the footing of Iran diminishes the growth of Saudi Arabia will flourish, as well as the fact that the involvement and connections of Abdulrahman Tarabzouni with Saudi Aramco, Careem, Morgan Stanley, Oracle, Microsoft, Syphir tech company, Google, Member of investment committee, Middle East Venture Partners, as well as advisory roles at public and technology institutions in KSA, it would be my personal believe that if this person cannot navigate the rivers of political risk, no one would ever be safe to invest in Saudi Arabia and as we see billions from the FAANG group go that way soon enough, we can pretty much consider the second risk a dud in all that (for now).

The progress that Saudi Arabia is showing in 5G, now equalling the largest players on the western hemisphere shows not only the commitment for the Middle East, it shows that Saudi Arabia is taking the non-petroleum options extremely serious. It goes even further when we consider the news a mere 4 hours ago: “T-Mobile CEO to regulators: China is beating US on fast 5G wireless but our Sprint deal can change that“, how exactly will that happen? Merging Sprint and T-Mobile sounds nice, but they still lack higher technology equipment, Huawei beat them and the longer these players remain in denial, the larger the damage and that is where the STV can cash in. Any Huawei linked technology start-up has close to a 20% advantage over anything else. Let’s not forget that players like Verizon are not really using 5G, or as they say 5G Evolution, which I discussed in ‘Tic Toc Ruination‘, where we see: “We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?” (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/), something clearly seen from various sources a month ago, so how was their technology backdrop solved? It was not! I made additional observations in ‘That did not take long‘ (at https://lawlordtobe.com/2018/12/22/that-did-not-take-long-2/) where we see: “we are (again) confronted with what Neville Ray CTO of T-Mobile calls: ‘duping customers into thinking they’re getting something they’re not‘, America will not end dead last here, but they will be trailing (as currently is implied) behind more than one Middle East Arabic nation“, an observation I made on December 22nd last year, so not only am I proven right a few times over, the fact that for what I observe to be high paid people hiding behind presentations and wording whilst not having the actual goods is merely the facade of defeat presenting itself as ‘innovative opportunity‘, so we are watching these people heralding their Edsel whilst it is about to go up against the Maserati Gran Turismo and optionally the Mercedes-Maybach S 650 Sedan as well, and in what Universe does the Edsel have any kind of a chance? Parking perhaps (it is not that big) but how can you see innovative technology as innovation when parking is your only way to shine?

the sad part is that I have been talking to stone walls for 2 years now, the upside is that when they fail I have the documentation showing just how stupid they have been, and the end is nowhere in sight. I prepared issues on optional 5G tourism, cyber protection and a few other places that will really open up the valves of disgust from consumers when they are confronted with the impact on their daily lives. Even outside of governmental infrastructures Huawei is set in a stage where they have billions in optional business in both information and SME environment. The large presentation based players (like 5G Evolution) were so intent on pushing the large infrastructure that they forgot that actual business comes from other area’s and when the first sale is done, they are merely left with the stage where they wait for consumers to catch up, that part is no longer a given. We see part of that (at https://asia.nikkei.com/Business/Business-Trends/CES-2019-to-offer-glimpse-of-future-for-5G-AI-and-Huawei), where we are treated to: “About 4,500 companies are set to take part in this year’s CES, which continues to expand beyond consumer electronics as tech pervades once-mechanical industries like automotives. China now stands out in developing and applying both 5G and AI technologies. A decade ago, Japanese home electronics makers had a substantial presence in the Central Hall, an area packed with big-name companies. But as they have lost prominence, Chinese companies have emerged to fill the gap. Huawei Technologies, Alibaba Group Holding and Haier Group will all have exhibits in the Central Hall.” This matters as it is direct visibility; this is the direct stage in Las Vegas and its CES2019, people will get to see 4500 companies and some there proclaiming to equal Huawei, yet less than 5 will optionally have something to show the people on that level and I am speculating that they merely equal Huawei at best and this is one month before the Mobile World Congress 2019 in Barcelona where Huawei is set to take the centre stage and most of the attention. We cannot speculate what we will see exactly, but we will know on Sunday 24th February, and we will then optionally see the Samsung 5G router (not Mobile) and optionally several 5G mobiles, yet at that point we can use the dictionary torpedoes to sink that hype seeking content, contant that we have been exposed to from several sources. That part is not only visible, the results as shown by one source, gives us that AT&T is just not up to scrap at present.

Even as I have no real confirmation on how accurate the results are (so be aware of that), we are shown what PC Mag gave the people earlier and with the cautionary footnote (as would be appropriate): “remember that these are just test speeds ant that they will most likely improve with time. More importantly, there are still no 5G smartphones available yet, so these tests in the AT&T 5G network are just part of a process“, the fact that we see the results as in the image are bad, really really bad for a 5G environment!

From my point of view, test or not, their 5G should have knocked it out of the park leaving us with the entire 5G Evolution bit as what I personally would see as a sham, not a champ.

Nationalisation is only as good as the goods you have and in this the partnership with Huawei was essential and at present more and more technologists are stating the same thing. So those with a Huawei partnership will leave the others behind them on a larger scale in several layers and structural foundational flaws, the impact when the others cannot deliver will be fun to see, especially to mock on a daily foundation. I reckon that we have that right when we are treated to bloated presentations where we are left in the dust with the message: ‘It is great to be a consumer, in this age‘. Do not worry, we have his number and will point out that flaw soon enough several times.

We are finally seeing the impact of iterative technology versus frog leaping ahead. The iterative players will soon diminish, so from the Saudi point of view, they did bet on the right horse and that impact will give them multiple victories soon enough. You see, do you still think that the larger players will stay in a place with inferior abilities? When exactly was that ever an option for those who wanted to stay in the major leagues of technology?

 

Leave a comment

Filed under Finance, IT, Media, Politics, Science

It started already

Even as we had seen all the plans regarding the Kingdom of Saudi Arabia and their ultra-modern city of Neom, it was only last week when the geological studies were reported to have started for all the construction sites (at https://aawsat.com/english/home/article/1390921/neom-begins-environmental-geological-surveys-construction-sites). Yet the placement of Neom goes a lot further than most realise. It will also be the gateway to the planned King Salman bin Abdulaziz Bridge, which will take 3 years, span a total distance of 10 miles and it will connect Saudi Arabia directly to the Sinai, to be more precise the bridge will connect to the Sinai a little north of Sharm-El-Sheik, opening up all kind of economic benefits for Egypt. Tourism and connectivity via Sharm-El-Sheik international airport will be boosted to well over 200%, it would also allow Saudi Arabia to delay its airport and use the bridge more effectively. It opens up a lot more when we consider that the setting now opens up directly to Kiev, Istanbul, Bratislava, Budapest, Brussels Talinn, Riga, Vilnius, Warsaw, Kuwait, Bagdad, Cairo, Algiers, Sofia, Minsk, and not to forget all the places that Air Cairo lines to, which is a much larger list. When you consider that the construction is about to start on a city well over 500 billion, how much unschooled labour will there be a need for? Did anyone that math in the equation? That is before projects are delayed and hit snags. Yes, Sharm-El-Sheik will prosper and gain a massive amount of value, because in a tourist place like that these people can get the entertainment they are unlikely to see in Saudi Arabia.

There is an addition part in all this. The bridge will go via Tiran Island, I feel certain that a ramp to that place will be booming tourism as well. No matter how that fares, the first steps are now underway and when building starts, we will quickly see the overexcited steps from all kinds of companies trying to get in, because that 500 billion has to go somewhere, does it not? That is before some realise that having concrete facilities near Sharm-El-Sheik might be equally worthy of consideration, because when Neom is there, the shortages in Sharm-El-Sheik will become abundantly clear soon thereafter. When you see the issues in Sharm-El-Sheik, going back to 2015 and before, we get confronted with stories like ‘British passengers reveal Sharm airport staff are STILL taking cash to help them skip busy security queues despite bomb threat‘ (Daily Mail, November 5th 2015), as well as a few other sources, so as the economic footprint increases, the Egyptian government has to either increase their diligence, hire outside expertise or risk losing a lot of money in that entire process. Mainly because adding a few hotels to Neom will be much easier to consider than most realise and Saudi Arabia will be interested in setting a much larger tourism stage. Having a high tech city is one thing, having a truckload of consumers wanting to take some off it back home to show off is another matter on that very same coin.

In this we must also realise the size of Neom, the Neom site is large, large then anything ever seen before, it will stretch the western coastline to the proximity of Jordan, around 50 Km south of it, keeping it 75Km away from Eilat, giving Israel optional opportunities as well, I remember a Dutch guy who opened an ice factory in Eilat 40 years ago, the cubes for drinks, not the gelato. So there are options all over the place, all infrastructure needs that will not initially be available. Opportunities that some have no yet realised, all open for the investors who see the need for thousands of builders needing a watering hole, needing food and needing entertainment. This will enable places like the small city of Haql to experience a Gold Rush growth momentum.

From Haql to Hamid (where the bridge is likely to start) the distance is a mere 125Km, not the greatest road as it adds 10% to the trip, but the 392 will directly link to Saudi highway 5 getting you to Haql and that setting is merely a starter for plenty of other options. You see, when we consider that part, the bridge itself, when the final point gets a 4G tower, it would effectively cover Sharm-El-Sheik as well, I cannot say what the 5G coverage is as I do not have any reliable data on the range of such a tower. The same could be achieved from Tiran Island, covering the tourist spot and the southern part of Neom (based on 4G numbers).

No matter how it is all pushed, it has started, well, it started some time ago, but with the geological surveys a new chapter is starting, I reckon that when the first studies have been completed and accepted, the setting of concrete will not be far off. It is in this stage where we saw just a month ago (at https://neomsaudicity.net/), “Italian construction company Salini has announced plans to join NEOM project and expand into the Middle East, which includes project contracts in the Gulf, especially Oman, Saudi Arabia and the United Arab Emirates“, and Salini is doing just fine. When we are given: “The company has also prequalified for the first phase of the $ 1 billion Avenues project, which is to be made up of two hotels, a shopping center, and an administrative building. It is part of 2,410 active projects in the Saudi Arabia since April, worth $ 190 billion“, we see that growth will be on the front bench of the board of directors of Salini Impregilo for years to come, which I expect will also come with additional growth projects in Sharm-El-Sheik. I reckon that this headway is the best news that Italian Prime Minister Giuseppe Conte was seen in close to a decade, yet they are one of many, and all of them will be needing people, so as the billion dollar contracts are handed out, and when we consider the Business Insider headline: ‘a $500 billion mega-city that’s 33 times the size of New York City‘, how long will it take until these companies realise that there are deadlines and that they are understaffed? That’s not merely construction and engineering. How about all these Arkey systems, Autodesk and Autocad placements? What do you think will happen when the IT division shuts down for whatever reason and local IT support will be required? That is merely beyond the commonplace Office software, that part you can evade with cloud services and in a pinch rely on your Google account. CAD software and design software is another puppy and when the heat strikes the power falters and systems need ghosting and restoring, it will be all about local manpower and things will always go wrong at the wrong moment. So, when you score your billion dollar contract and the infrastructure takes a dive, how prepared are you? How strong are the infrastructure settings for replacing it all? So even as the Neom News site gave us in April “NEOM Announces first 6 Jobs“, we need to realise that they will need another 15,000 trained professionals in that location soon enough. I wonder where these people will go shopping for the shortage. There is every chance that some of them will rely on poaching soon thereafter, which optionally raise staff costing by 200%-500% (depending on expertise needed), at that point consider the other parts that every building, every mall and every infrastructure needs. Neom city will soon become one of the largest employer hotspots for the next decade.

 

Leave a comment

Filed under Finance, Media, Politics, Science