Tag Archives: NEOM

Why the objection?

We all have it, we all object at times. I am not stating that an objection is irrelevant, wrong or short sighted, because as we might not know all the fact, no conclusion can be due to a lack of data. Yet, the objection of Jordan seems wrong to me, especially when we consider the quote ‘Jordan’s state-run media said the new Israeli airport near its border violates the kingdom’s sovereignty‘. The article (at https://www.aljazeera.com/news/2019/01/israeli-airport-open-jordanian-border-190121102753669.html) gives us the goods on the newly opened airport, soon also to be an international airport is from my point of view a really good idea in more than one way. You see, Ramon Airport gives people a direct option to Eilat, a wonderful place to behold (I was there in 1982). It has the views, the water, some entertainment, a nice aquarium and a few other parts that make it to be a very nice holiday destination.

In addition, it opens up tourism dollars to Aqaba (Jordan), as well as dollars to Taba (Egypt). Las but not least, the new city of Neom, which end just to the south of there will be easily reachable. It will further growth to Neom and Eilat, as well as commerce in that region going all the way to Sharm-El-Sheikh. There is close to no valid reason to oppose it. There might be unknown reasons to me, I just cannot tell at present.

Ben Gurion airport needed an alternative for the longest of times, and now there is one. In light of the activities by Hamas, Ramon airport is a good thing to have. To be quite honest, whilst I am typing this, i am thinking back to the lovely days I had there as well as the great shoarma’s I had at a gas station near the aquarium. It has been 36.5 years and I still remember those shoarma’s.

There is another matter that will rear its head soon enough. As the completion of construction continues, the need for a new digital marker in visibility is of equal importance to Eilat, Neom, Aqaba, Taba and Sharm-El-Sheikh. You see, they will only get visibility if they raise awareness and that is seemingly not happening.

To get the two at the top when we seek “Eilat Tourism” is nice, but nowhere near good enough, your business is only as good as the awareness you create and or the most, and there is not a lot of awareness. the fact that there is an Irish place there (at http://www.paddys.co.il/), and they are not above the fold and not bidding on the keywords is quite honestly a mistake, in addition, the website looks good on desktop, but well over 50% is searched via mobile and at that point there website requires an overhaul on a few levels. The switching to the English site was amazingly slow and that is just for starters. As tourism grows it will be about who knows you and how easy people can find you, awareness is everything. It is not too late, it is merely January so they have time to repair what is there, but it needs to be done and this is the one that was visible. There are many that are not even visible and for the life of me, I cannot figure out why.

There is a lot more, but that is not important right now.

The message for Aqaba is not much better, we can argue that Aqaba was never intended as a touristic place, which makes perfect sense, but why not profit on the back of all this? This proclaimed jewel of the red sea is there to be an asset for Jordan, and as such people need to know that this is an important place to consider, especially as they are a short bus ride from Eilat. I found their Tourism site more appealing, yet also slower. The webmaster was trying to be clever about it and basically shot himself in the foot in the process. If it is slow on the desktop, it will be a nightmare on the mobile (and it was) and as such they lose a lot more visibility. As stated before well over 50% is sought via mobile and these places are mobile unfriendly. I get that they might not have been ready in 2015, yet in 2018 it is an essential path to consider, especially in tourism, the digital footprint is close to everything there.

Both Aqaba and Eilat know that the digital life is important, yet why they failed to the degree that they have remains a mystery for now. In all this, it is my view that Taba scores to low to have an actual digital footprint, I reckon they could have done better and have a better tourism return, yet with Taba being in the Sinai, there might be additional problems for them. Almost the same could be said for Sharm-El-Sheikh, but they started to grow visibility in the early 80’s, it also had other hardships to deal with, yet as they are opening themselves for business, having a proper digital footprint is essential and they do not have one. So even as ABC news gives us: ‘Egypt welcomes back tourists after seven years of political instability despite security concerns‘, it seems to me that they are nowhere near ready at present and there is no direct consideration whether this is due to ‘security concerns’ or if there is another cycle of changes required. No matter what they are waiting for, the digital footprint will be essential to gain growing levels of awareness in that region. I know from others and from the past that diving and water activities used to be decently high, so regaining that footprint should be an essential first step. In addition, even as we agree with the ABC headline ‘Any help on tourism front is a positive for Egyptians‘ without a growing awareness element, it will not matter too much down the road. They can hope for a large infusion as Neom grows, but that would be disastrous too as we see a much more eager growth in both Aqaba and Eilat, if people need to make a choice, the size of Sharm-El-Sheikh dwarves to the visibility in offers that the other two have at present. Even as we saw Reuters treat us in mid-2018 to: “an 80 per cent increase in revenues from the previous year“, the direct reality is that 80% more of little is still not a lot. It is more visible when we consider: “However, for many working in the industry, including in South Sinai, the official increases are not quite paying off yet, as direct flights from places like Russia to Sharm El-Sheikh are yet to resume“, I see the lack of a digital footprint as a direct result of the lack of growth for the moment (I am not ignoring the security issue).

What is lacking in one will benefit the other and that is where larger options for growth in both Aqaba and Eilat become apparent and both could profit. Also, as the entire region is linked more and more to Neom, we see additional options for growth for all concerned, yet none of it matters when awareness is kept to a minimum. No matter how we slice it, the tourism will be on the rise in Eilat soon enough, it will rise enough for Jordan to find cooperation there and grow tourism to both Aqaba and Wadi Rum, both are within 35 Km and as such taking an additional day to see both places will be well worth the effort for all tourists visiting the Gulf of Aqaba. When that starts happening, Haql, who will be on the northern border of Neom City, which is only 30 Km from there would benefit greatly in that regard. Consider any tourist and the option for them to go home stating that they went sightseeing in Israel, Jordan and Saudi Arabia within a week, remaining close to the beaches and enjoying the sunshine almost every moment in this, who would not be envious hearing those words?

From my point of view, growing the business will take time and it all starts by having a clear digital footprint, without it these places will remain lost and unfound, it is a solution that could be done by most web designers and proper SEO consultants overnight. I merely wonder why no one looked at this before; because there is no way that I was the only one noticing this.

I wonder which of the three will catch on the quickest in 2019. I am not dismissing Sharm-El-Sheikh, I merely remain aware that they have a lot more elements to overcome at present.

 

 

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Mining Rites

We all have these moments that we think we know, we are certain to know what we face, yet the truth is we do not. It happens to us all, you, me and those around us. This is not a new thing, this has been happening for the better part of 30 years. Most Americans ignore it and hide behind the ‘Fake it till you make it’ slogan, whilst they jump left, right and backwards to give the imaginative view that they know what they are doing. The setting is merely hilarious when we look at the events knowing that they do not know anything at all. That is the moment you can watch the train wreck move forwards whilst you relax and watch the collateral damage unfold. Weirdly enough it is not unlike Super 8 (at https://www.youtube.com/watch?v=AL_6gA_BVtA, from 04:00), one scene that sets the stage for the entire movie. I think it is the greatest train wreck ever produced and we are viewing what happens, knowing what happens, yet until the end, the actual reason why we faced it in the first place remains a question mark.

This all shows the stage that we have faced in the last 10 years in IT, as well as what the car makers face now in the stage of ‘Stricken car makers stall at the crossroads of a radical future‘. It is not merely the stage of cars, there is (what I personally would call) some case of delusion that people are actually waiting for 27 models. I agree that there are some who feel that way, but the bulk of people are clueless of what makes a good car, they merely want a car that looks really nice (and is safe, and is regarded as cool). Yes, most of us all want the Jaguar XF or the Maserati Gran Turismo, but it is not financially feasible. So some go the route of the Japanese model, some seek American and some go in another direction (there are so many), and still we see the fight by offering dozens of models, most will never ever be the great model we were all seeking. It does open doors and at times we do see a niche, like the Abarth, a modernised Fiat 500 (personal opinion) and for functional reasons it is a great choice to get quickly in the city and find a place to park, which is still the number one villain in the life of a car.

But it is not about cars, the jump will make sense a little later. You see last week we saw the escalations of some Saudi Teenager and the news was all over it, The Washington Post gives us the new life of escaped ‘Rahaf Mohammed’, with ‘For teen who fled Saudi Arabia, a new life in Canada starts with a new name‘, oh it is all over the news on how evil Saudi Arabia has lost a victim to freedom. We see the news with papers in nearly every country giving light to the plight of this poor young lady. She escaped! So, when the dust settles and we realise that she got on a plane to somewhere else, whilst I was not able to afford a plane ride until I was close to 23, in a place where I was never in danger, when you realise that and you also realise that the news is steering clear of Yemen, where we learned in the last week that “Houthi rebel and Yemeni government representatives did not meet face-to-face in the port city of Hodeidah over the past week“, and that the simplest part where we are notified of: “Since MASAM was launched in June, 2018, a total of 26,609 mines planted by the Iranian-backed Houthi militias in the territories, schools, and homes across Yemen were removed“, in addition sources inform us of: “the project – launched with an initial budget of $40 million with an aim to achieve a landmine-free Yemen – still has to tackle a total of 600,000 mines planted in liberated areas by the Houthi militias. This includes 130,000 internationally banned sea mines, 40,000 mines in Marib and 16,000 mines on the island of Mayon alone“. This is what we get from Dr. Abdullah Al-Rabeeah, the Supervisor General of KS Relief. So as we are seemingly all about bashing Saudi Arabia through misrepresentation, we seem to also bash people, without actual evidence mind you, the Crown Prince of Saudi Arabia regarding the events surrounding Jamal Khashoggi, even as no evidence has been presented to the people. The media has been hiding behind ‘seemingly‘, ‘inside sources told us‘ and ‘according to the latest information‘, the bulk of the matter does not hold up to scrutiny in any court of law, our laws mind you!

The media whoring like second hand car salesman (and sales woman) all voicing the news according to populist belief. It seems that the world is now afraid of Saudi Arabia. Not because of their might, or military options, but because in the first, Saudi Arabia is making moves to technological advances that is leaving the United Stated behind, and as US players are hiding behind fake 5G options (AT&T) as Forbes gives us: ‘CES 2019: AT&T CEO Hypes ‘Fake’ 5G Evolution Network Causing Confusion Among Consumers‘ (at https://www.forbes.com/sites/jeanbaptiste/2019/01/15/ces-2019-att-ceo-hypes-fake-5g-evolution-network-creating-confusion-among-consumers), where we are treated to more and more deception, Even as the article gives us “To make matters worse, AT&T is currently in the process of deploying two real 5G networks, branded “5G” and “5G+”, the latter being faster than 5G. Confused? Wait, there’s more. A little known regional wireless carrier, Redzone Wireless launched over a year ago “5Gx” (no, it’s not 5G, just branding like AT&T), a fixed wireless service in Maine” at the end, we need to realise that some parties are done for, stupidity got them there and that is where we see a different setting in Saudi Arabia (as well as the UAE). We see that the auctions of true 5G are in place, the market is growing and now we see that true 5G, not the AT&T or the Redzone version are set to technologically boom the stage in the Middle East, the nations that the Western European nations have been looking down on for generations, is now equaling and surpassing that so called free western world. This also is the fear of Iran, who seemingly has a deal with the western world to not be mentioned, to be given a clear pass, the entire landmine debacle and how the western media is avoiding covering it is clear evidence of that. Consider that Yemen is roughly the same size as Germany, when we are told that there are still ‘600,000 mines to tackle‘, when we see that, every newspaper in the world would be all over it, but no, it is Yemen, no one actually cares, especially now that Lady Diana Spencer is dead. The media cannot get a nice image of that, can they?

so now see the ‘plight’ of a Saudi Teenager versus the plight of King Salman Humanitarian Aid and Relief Centre, via the services of Doctor Abdullah bin Abdulaziz Al Rabeeah who is truly trying to make life in Yemen better by trying to remove another 600,000 mines, after they had already removed thousands of mines, making Yemen at least safe to walk in, mines planted by Iranian supported Houthi’s. Because the clear message is not that the Houthi forces planted the mines, the fact that they never had the resources or funds to get them in the first place, the Iranians were part of that entire mess, but the media is not asking those questions either, how is that acceptable? Has the world gone Anti-Saudi Arabia? What right do we have to be Anti-Saudi? So far they are proving to be more innovative, better prepared and more eager to be the main player in a technological world that is now based on deception and marketing in America. How should we accept a sliding scale of value of this size and nature? And should you doubt my news (always an option) then please Google ‘King Salman Humanitarian Aid and Relief Centre’ and see how many western publications have given any notion of the trucks filled with relief goods for the people of Yemen, aid to Jordanian refugee centres and heating fuel and gas cylinders for cooking distributed to ten thousand refugees, as well as 2100 tonnes of food for displaced Nigerian refugees. It seems to me that the western world as well as the Christian world is lagging in many places, on many levels, all this whilst the transgressors are not held to any account. So when was the last time that you considered the death of Jamal Khashoggi in a nation where that nation leads the world list in jailed journalists in the first place and let’s not forget that this is the nation that jailed Pelin Ünker for well over a year for looking into the Panama Papers, she was found guilty of ‘defamation and insult’ for writing about companies owned by former PM. Is that it? Were the allegations true, were the Panama Papers correct? Was Tax evasion proven, or was it merely illuminated tax avoidance?

We seem to give a clear path to the wrong people, the wrong ideals (like Tax Avoidance) and we see to be painting the wrong parties all whilst the western world is desperate to make a deal with Iran, a deal that could optionally be proven to be the worst investment in the history of the world soon thereafter.

A place that is making future history by building a city 32 times the size of New York, a feat never attempted before in history. So how do we react? Do we cheer these people for trying the impossible? No, we try to burn whatever relations Saudi Arabia has, so that it could never ever surpass the achievements of America, a place in lockdown over a bloody wall between America and Mexico, give me a break please!

Yet the EU still tries to keep some EU ties with Turkey, the EU still wants some nuclear deal with Iran, two bad ideas in a place where the evidence is showing us that these two are never to be trusted, that these two are all about breaking deals, and in all this the EU also slams Saudi Arabia every chance it gets whilst keeping Iran and Houthi connection under illuminated, just like they keep silent on Iranian and Hezbollah connections, Perhaps you have heard about Hezbollah, the terrorist organisation. So why keep that out of the news whenever they can? In that Rahaf Mohammed al-Qunun, a teenager who apparently still had the money to fly to Sydney Australia via Bangkok. Yes that news did reach the press in every newspaper. I do not judge Rahaf for her actions, I merely show you all that the media is using whatever they can to fill the space of media so that they can misrepresent the world for the needs of the large corporate needs, like bad second hand car salesman, they are voicing merely what they think that we want to hear and the actual news? That is a fairy tale for those who seemingly do not matter.

Also consider the final part of Ernest Moniz, who in October 2018 was quoted with: “Former U.S. Energy Secretary Ernest Moniz said on Wednesday he has suspended his role on the board of Saudi Arabia’s planned mega city NEOM until more is known about the journalist Jamal Khashoggi, who disappeared on Oct. 2 after visiting a Saudi consulate in Turkey“, an action that seemingly made sense at the time, whilst a mere three days ago we see: “Ali Akbar Salehi, head of Iran’s Atomic Energy Organization on Sunday highlighted his country had started taking initial measures to develop a 20%-enriched fuel for use in nuclear reactors, Tansim reported“, Ernest Moniz is happy to be part of a mining community like Iran who provided the 600,000+ mines that Saudi Arabia is trying to clear is evidence of that. Now also consider that ‘all HEU can be used to make nuclear weapons‘, and the threshold between LEU (Low enriched) and weapons grade starts at 20%, so in this we see a (what I would personally regard) as a hypocrite like Ernest Moniz (my personal view on the matter) who is willing to stand in Iran stating (in posture and theory) that there is no danger with 20% enriched Uranium, making him the new Prime Minister Neville Chamberlain, who in 1933 came back from a meeting with Adolf Hitler stating: ‘Peace for our time‘, do you remember how that ended?

We are focussing on fictive dangers and the real ones are at all of our doors, we need to consider the actions that we allow our politicians to make in our names, in an age of unemployment, in an age of technological impasse, we are listening to greed inclines car salesman who have no clue, merely the knowledge that they need their bonus, their bonus shares and personal profit and we all forget that there are real dangers and real people like Doctor Abdullah bin Abdulaziz Al Rabeeah trying to deal with those dangers, but the media won’t allow us to find out those truths to a larger degree.

You tell me who is right, you merely have to properly Google these searches and they are out in the open for anyone curious enough to learn more.

 

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Fight the Future

Mark Bergen gives us a Bloomberg article. The Sydney Morning Herald took it on (at https://www.smh.com.au/business/companies/inside-huawei-s-secret-hq-china-is-shaping-the-future-20181213-p50m0o.html). Of course the arrest of Meng Wanzhou, chief financial officer of Huawei Technologies is the introduction here. We then get the staging of: “inside Huawei’s Shenzhen headquarters, a secretive group of engineers toil away heedless to such risks. They are working on what’s next – a raft of artificial intelligence, cloud-computing and chip technology crucial to China’s national priorities and Huawei’s future” with a much larger emphasis on “China’s government has pushed to create an industry that is less dependent on cutting-edge US semiconductors and software“, the matters are not wrong, yet they are debatable. When I see ‘China’s national priorities‘ and ‘Huawei’s future‘ we must ask ourselves, are they the same? They might be on the same course and trajectory, but they are not the same. In the end Huawei needs to show commercial power and growth, adhering to China’s national needs are not completely in line with that, merely largely so.

Then we something that is a lot more debatable, when we get: “That means the business would lap $US100 billion in 2025, the year China’s government has set to reach independence in technological production” and by my reckoning, China could optionally reach that in 2021-2022, these three years are important, more important than you realise. Neom in Saudi Arabia, optionally three projects in London, two in Paris, two in Amsterdam and optionally projects in Singapore, Dubai and Bangkok. Tokyo would be perfect, yet they are fiercely competitive and the Japanese feel nationalistic on Japanese and at times more important, driven towards non-Chinese goods. In the end, Huawei would need to give in too much per inch of market share, not worth it I reckon, yet the options that Huawei has available might also include growing the tourist fields where they can grow market share through data service options, especially if the can Google to become part of this (in some places). In the end, the stage is still valid to see Huawei become the biggest 5G player in the field.

Then we get the first part of the main event. With: “It started working on customised chips to handle complex algorithms on hardware before the cloud companies did. Research firm Alliance Bernstein estimates that HiSilicon is on pace for $US7.6 billion in sales this year, more than doubling its size since 2015. “Huawei was way ahead of the curve,” said Richard, the analyst.” we see something that I have tried to make clear to the audience for some time.

June 2018: ‘Telstra, NATO and the USA‘ (at https://lawlordtobe.com/2018/06/20/telstra-nato-and-the-usa/) with: “A failing on more than one level and by the time we are all up to speed, the others (read: Huawei) passed us by because they remained on the ball towards the required goal.

September 2018: ‘One thousand solutions‘ (at https://lawlordtobe.com/2018/09/26/one-thousand-solutions/) with: “we got shown 6 months ago: “Huawei filed 2,398 patent applications with the European Patent Office in 2017 out of a total of 166,000 for the year“, basically 1.44% of ALL files European patents were from that one company.

Merely two of several articles that show us the momentum that Huawei has been creating by stepping away from the iterative mobile business model and leaping technologically ahead one model after the other. If you look at the history of the last few years, Huawei went from P7, Mate 10, Nova 3i and Mate 20 Pro. These 4 models in a lifecycle timeline have been instrumental for them and showing the others that there is fierce competition. The P7, a mere equal to the Samsung Galaxy 4 in its day, yet 43% cheaper for the consumer, and now they are at the Mate 20 Pro, which is 20% cheaper than the Samsung Galaxy Note9 and regarded as better in a few ways. In 4 cycles Huawei moved from optionally a choice to best in the field and still cheaper than most. That is the effect of leaping forward and they are in a place where they can do the same in the 5G field.

We are confronted with the drive with the statement: “Huawei is throwing everything into its cloud package. It recently debuted a set of AI software tools and in October released a new specialised chip, called the Ascend. “No other chip set has this kind of capability of processing,” Qiu said.” This viewed advantage is still a loaded part because there is the fact that China is driven towards growing the AI field, where they, for now have a temporary disadvantage. We might see this as a hindrance, yet that field is only visible in the governmental high end usage that there is and consumers like you and me will not notice this, those who claim it and create some elaborate ‘presentation’ into making the water look muddy. When your life is about Twitter, LinkedIn and Facebook, you will never notice it. In the high end usage, where AI is an issue, they are given the cloud advantage that others cannot offer to the degree that is available to non-governmental players (well, that is what it looks like and that is technologically under consideration, yet it does look really nice).

When we look towards the future of Huawei we clearly see the advantages of the Middle East, especially Saudi Arabia, UAE and optionally Qatar if they play their cards right. Latin America is an option, especially if they start in Argentina, where they could optionally add Uruguay overnight, branching out towards Chile and Paraguay will be next leaving the growth towards Brazil. Yet in that same strategy add Venezuela and Colombia first would enable several paths. The business issue remains, yet being the first to have an additional appeal and if it pisses off the Americans Venezuela gets on board fast often enough. The issue is more than technological. The US still has to prove to the audience that there is a 5G place for them all and the infrastructure does not really allow for it at present, merely the metropolitan areas where the money is, driving inequality in the USA even further.

If visibility is the drive than Huawei is very much on the right track and they are speeding that digital super highway along nicely. Yet in opposition to all this is the final paragraph in the SMH. When we see: ““As long as they stick to the game plan, they still have a lot of room to grow,” he said. “Unless the US manages to get their allies to stop buying them.”” This is a truth and also a reassurance. You see the claim ‘Unless the US manages to get their allies to stop buying them‘, gets us to an American standard. It was given to us by the X-Files in the movie with the same name, or perhaps better stated Chris Carter gave it to us all. The end he gives us: “He is but one man. One man alone cannot fight the future“, it equally applies to governments too, they might try to fight the future, yet in the end, any nation is built from the foundation of people, stupid or not, bright or less so, the larger group can do arithmetic and when we are confronted with a Huawei at $450, or an Apple iPhone at $2350, how many of you are desperately rich enough to waste $1900 more on the same functionality? Even when we add games to the larger three (Facebook, LinkedIn & Twitter), most phones will merely have an optional edge and at $1900? Would you pay for the small 10% difference that 1-3 games optionally offer? And let’s not forget that you will have to add that difference again in 2 years when you think that you need a new phone. The mere contemplation of optimised playing free games at $77 a month makes total sense doesn’t it? So there we see the growth plan of Huawei, offering the top of the mountain at the base price and those in denial making these unsubstantiated ‘security risk’ claims will at some point need to see the issue as Verizon is the most expensive provider in the US, So when I see $110 per month for 24 GB of shared data, whilst I am getting 200GB for $50, I really have to take an effort not to laugh out loud. That is the 5G world, the US faces and whilst there was an option for competitive players in the US, the Huawei block is making sure that some players will rake in the large cash mountain for much longer and there others are making fun of my predictions, and now that I am proven to be correct, they are suddenly incommunicado and extremely silent.

As such, when I predicted that the US is now entering a setting where they end up trailing a field that they once led, we will see a lot of growth of Chinese interests. In all this, do you really think that it will stop at a mere 5G walkie talkie? No, with 5G automation and deeper learning, we will see a larger field of dash boarding, information and facilitation to the people and Huawei will optionally rule that field soon enough, with a few non Americans nipping at their heels for dominance because that is the nature of the beast as well. Progress is a game for the hungry and some players (specifically the US) have forgotten what it was like to be hungry. Australian Telstra made similar mistakes and moved their Share price of $6.49 to $3.08 in the stage of 3 years, a 52% loss of value, and when (not if) Huawei pushed the borders all over the place, those people with a Verizon Protective State of Mind will end up seeing Verizon going in a similar setting, because that is also the consequence of adhering to what I would consider to be a form of nationalistic nepotism. The UK already had its ducks in a row for the longest of times (and that island has less ground to cover, which is a distinct advantage), so there BT has options for now and over time they might adhere to some of their policies as is required, the US is not in that good a position and Huawei merely needs to flash a medium purse of cash to show the people in the US that a place like Buenos Aires can offer the masses more and faster than those on better incomes in the US, because the pricing model allows for such a shift.

In this the problem is not a short term one, even as US giants are supposed to have the advantage, we also see that the workforce is not properly adhered to, the US (and the UK) have a massive, not a large, but a massive disadvantage when it comes to STEM students, a disadvantage that China does not have. The AI field is not something that is solved over the next 3 years, so as those with educations in Science, Technology, Engineering and Mathematics is dwindling to some degree in commonwealth nations and America, China can move full steam as the next generation is pushed into high end ambition and careers. As such the entire AI shortfall against America can be overcome much easier by places like China and India at present. It is not merely the stage of more graduated students; it is about groups of graduated students agreeing on paths towards breakthrough solutions. No matter how savant one student is, a group is always more likely to see the threat and weakness of a certain path and that is where the best solution is found faster.

Will we ‘Fight the Future’?

The issue is not the American polarised view, it is the correctly filtered view that Alex Younger gave us initially, it is not incorrect to have a nationalistic protective view and Alex gave the correct stage on having a national product to use, which is different from the Canadian and Australian path proclaimed. We agree that it is in a national required state to have something this critical solved in a national way (when possible that is), in this the path to have a Huawei 5G stage and then reengineer what is required is not wrong, yet it is optionally with a certain risk and when that path is small enough, it is a solution. The UK is largely absolved as it had BT with the foundations of the paths required, just as Australia has Telstra, yet some countries (like Australia) become too complacent, BT was less complacent and they have knowledge, yet is it advanced enough? We agree that they can get up to speed faster, yet will it be fast enough? I actually do not know, I have no data proving the path in one direction or the other. What is clear is that a race with equal horses provides the best growth against one another, the competitiveness and technological breakthroughs that we have seen for the longest time. That path has largely been made redundant in the US and Australia (I cannot say for certain how that is in Canada).

Even as Huawei is gaining speed and being ahead of it all is still a race by one player, the drive to stay ahead is only visible on the global field, and it is an uncertain path, even if they have all the elements in their favour, what is clear is that this advantage will remain so for the next 5 years and unless certain nations make way for budgets growing the STEM pool by well over 200% their long term disadvantage remains in place.

The versusians

In this stage we need to look in the pro and con Huawei field. In the pro field, as Huawei set the stage for global user growth, which they are seemingly doing, they have the upper hand and they will grow to a user base that grows from servicing a third of the internet users to close to 50%, that path is set with some certainty and as such their advantage grows. In the opposition of that, players like need to step away from the political empty headed failure of enabling the one champion stage of Verizon and Telstra, diversity would give the competitive drive and now it is merely Telstra versus Vodafone/TPG, is means that there will be a technological compromise stage where none of the two surges ahead giving players like Huawei a much larger advantage to fuel growth,

How wrong am I likely to be?

So far I have been close to the mark months in advance compared to the big newspapers only giving partial facts long after I saw it coming, so I feel that I remain on the right track here. The question is not merely who has the 5G stage first, it will be who will facilitate 5G usage more complete and earlier than the others, because that is where the big number of switchers will be found and players like TPG and Vodafone have seen the impact of switchers more than once, so they know that they must be better and more complete than the other brand. Huawei knows it too, they saw that part and are still seeing the impact that goes all the way back to the P7, and that is where Apple also sees more losses, We were informed a mere 9 hours ago: “Piper Jaffray cuts its Apple (NASDAQ:AAPL) price target from $250 to $222 saying that recent supplier guidance cuts suggest “global unit uptake has not met expectations.”” another hit of a loss to face, optionally a mere 11.2% yet in light of the recent losses, they faced, we see what I personally feel was the impact of the ridiculous stage of handing the audience a phone of $2369, optionally 30% more expensive than the choice after that one, even if the number two is not that much less in its ability. The stage where marketeers decide on what the people need, when they all need something affordable. It personally feels like the iMac Pro move, a $20K solution that less than 0.3% of the desktop users would ever need, and most cannot even afford. That is driving the value of Apple down and Huawei knows that this egocentric stage is one that Apple et al will lose, making Huawei the optional winner in many more places after the first 5G hurdles are faced by all.

Do you still think that Apple is doing great? A company that went from a trillion to 700 billion in less than 10 weeks, which is an opportunity for the IOS doubters to now consider Huawei and Samsung, even as Huawei will statistically never get them all, they will get a chunk and the first move is that these users moved away from IOS, and as Android users they are more easily captured towards user hungry players like Huawei by its marketing, that is the field that has changed in the first degree and as people feel comfortable with Huawei, they will not consider getting more Huawei parts (like routers for the internet at home) and that continues as people start moving into the 5G field. You see, we can agree that it is mere marketing (for now), yet Huawei already has its 5G Customer-premises Equipment (as per March 2018). this implies that with: “compatible with 4G and 5G networks, and has proven measured download speeds of up to 2Gbps – 20 times that of 100 Mbps fiber“, that they can buy their router now, remain on 4G and when their local telecom is finally ready, 5G will kick in when the subscription is correct. It is as far as I can tell the first time that government telecom procedures are vastly behind the availability to the consumer (an alleged speculation from my side).

Do you think that gamers and Netflix people will not select this option if made available? That is what is ahead of the coming options and that is the Future that some are fighting. It is like watching a government on a mule trying to do battle with a windmill, the stage seems that ridiculous and as we move along, we will soon see the stage being ‘represented’ by some to state on the dangers that cannot (or are ignored) to be proven.

The moment other devices are set towards the 5G stage, that is when more and more people will demand answers from industrial politicians making certain claims and that is when we see the roller-coaster of clowns and jesters get the full spotlight. This is already happening in Canada (at https://www.citynews1130.com/2018/12/13/huawei-and-5g-experts-clash-on-the-risk-to-canadas-national-security/), where City News (Ottawa) gives us: “I can’t see many circumstances, other than very extreme ones, in which the Chinese government would actually risk Huawei’s standing globally as a company in order to conduct some kind of surveillance campaign“, something I claimed weeks ago, so nice for the Canadian press to catch up here, in addition when we are given: ““This can be used for a lot of things, for manipulation of businesses to harvesting of intellectual property,” Tobok said. “On a national security level, they can know who is where at any given time. They can use that as leverage to jump into other operations of the government.” those people knowingly, willingly and intentionally ignore the fact that Apps can do that and some are doing it already. The iPhone in 2011 did this already. We were given: “Privacy fears raised as researchers reveal file on iPhone that stores location coordinates and timestamps of owner’s movements“, so when exactly was the iPhone banned as a national security hazard? Or does that not apply to any Commonwealth nation when it is America doing it? Or perhaps more recent (January 2018), when Wired gave us: “the San Francisco-based Strava announced a huge update to its global heat map of user activity that displays 1 billion activities—including running and cycling routes—undertaken by exercise enthusiasts wearing Fitbits or other wearable fitness trackers. Some Strava users appear to work for certain militaries or various intelligence agencies, given that knowledgeable security experts quickly connected the dots between user activity and the known bases or locations of US military or intelligence operations.” So when Lt. Walksalot was mapping out that secret black site whilst his Fitbit was mapping that base location every morning job, was the Fitbit banned? Already proven incursions on National security mind you, yet Huawei with no shown transgressions is the bad one. Yes, that all made perfect sense. I will give Wesley Wark, a security and intelligence specialist who teaches at the University of Ottawa a pass when he gives us: “Still, Canada can’t afford to be shut out of the Five Eyes or play a diminished role in the alliance, and if Britain decides to forbid Huawei from taking part in its 5G networks, Canada could not be the lone member to embrace the company“, OK that is about governmental policy, not unlike Alex Younger there is a claim to be made in that case, not for the risk that they are or might be, but the setting that no government should have a foreign risk in place. This is all fine and good, but so far the most transgressions were American ones and that part is kept between the sheets (like catering to IBM for decades), or leaving the matter largely trivialised.

It is pointless to fight the future, you can merely adhere to swaying the direction it optionally faces and the sad part is that this sway has forever been with those needing to remain in power, or to remain in the false serenity that status quo brings (or better stated never brings). True innovation is prevented from taking grasp and giving directional drive and much better speeds and that too is something to consider, merely because innovation drives IP, the true currency of the future and when we deny ourselves that currency we merely devaluate ourselves as a whole. In this we should agree that denying innovation has never ever resulted in a positive direction, history cannot give us one example when this worked out for the best of all.

 

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Heating at what price?

We all know it; in winter it is about the heating, in summer about the quality of the fan, in addition, we need to make sure that apart from food, and drinks that we have the proper attire. We have known this for almost a lifetime. So even as this is known in the US, President Trump decided to have a conversation with Saudi Arabia to increase production to keep prices down. It seems really nice that Saudi Arabia came forward, yet they had no practical reason to do that did they? Not in an age of bullet points, business cases and maximised profit.

Oil is a commodity, and in the professional world of business, you have to go for the buy low, sell high equation if you want to be in business. So I was surprised to the extent that Saudi Arabia was facilitating towards America.

Yet this is seemingly coming to a halt when Bloomberg treats us to: ‘Putin Says Russia and Saudi Arabia to Extend OPEC+ Oil Pact‘. In itself the title does not give the US the warning that they need to read, the text does however give us: “OPEC, which pumps four-in-ten barrels produced worldwide, will convene in Vienna on Dec. 6 to discuss output cuts after oil prices in November suffered the largest monthly drop since the global financial crisis in 2008” the article also gives us “an advisory group to OPEC told ministers the market is oversupplied, with a need to cut about 1.3 million barrels a day from October levels“, apart from Bloomberg, there were several others showing the news, adding their own political flavour towards facilitation and that will be discussed soon enough. The shape here is not merely that there is oil in the Al Saud family, it is the fact that they are (as any good business does) trying to maximise what they have. People seem to forget that. It might seem a buyers’ market, but that is merely the presentation, once production stops for 12% or more that balance will change really quickly. Let those who want it somewhere else, go somewhere else. The direct impact is that it merely drives prices faster. Even as there is an oversupply, the entire setting seems to be focussed on getting past this winter, the players are in error not to focus on the next winter, for that part will be impacted and it will be a large impact.

As the conversation between Russia and Saudi Arabia continues, whether or not it is some OPEC+ setting, the setting that is evolving is one that I mentioned in ‘Two issues in play‘ (at https://lawlordtobe.com/2018/11/20/two-issues-in-play/). The day after we saw Senator Lindsey Graham (R-SC) giving the statement that Crown Prince Mohammed bin Salman was “unstable and unreliable”. So as we were treated to ‘Putin says Russia, Saudis agree to renew OPEC production cuts‘ mere moments ago. How much reserve is there? How long until the prices are raised, optionally just before Christmas as a speculative Ebenezer Scrooge bonus to your household?

The entire matter was just waiting for an opportunity to happen, as we see this unfold over the next few days, we will see additional parts too. The best example that anyone who served knows is that there are three people you do not mess with. The first is your Supply officer, the second is the payroll officer and the last one is the cook. These three are sacred and you leave them alone. So why push the person who is a supply officer, that impacts your payroll officer (as you end up with a fair amount less) and that in turn unbalances what the cook gives you as you cannot afford a full meal. As the price of food goes up, as we see clear data from several sources (Washington Post and HILDA) that larger groups of workers have been on stalling incomes for years now, have I made a clear enough point? When the total income is the same and food prices go up, what would you surrender to the currents of loss, once you realise that fuel prices will be on the rise as well?

In anticipated opposition, don’t give me that ‘ethics regarding Jamal Khashoggi‘ routine, because the bulk of the US senate and US congress have not made any noise regarding all those journalists (well over 240, with over 140 wanted) in Turkish prisons, several of them for life. Not much noise is there? The fact that Turkey isn’t getting slammed for being an ally of Iran is still a mystery, yet there might be some European need there, especially around some ‘nuclear accord’.

Even as I anticipate some reaction in all this, we must also heed the opposition in this. Here I call for Oilprice dot com. Martin Tillier gives us (at https://oilprice.com/Energy/Crude-Oil/Oil-Output-Cuts-May-Be-Coming-But-Dont-Bet-on-It.html): Crude oil has been in freefall, with both Brent and WTI having lost around a third since hitting highs in early October. There are some demand related worries involved as trade wars threaten to slow global growth, but the biggest reasons for the drop are supply related. A couple of months ago, those highs were achieved in anticipation of a disruption to global supply as the Trump administration’s abandonment of the Iran nuclear deal with Iran and the resulting sanctions took effect. Since then though, a few things have become clear. Firstly, U.S. production has been stepped up by more than imagined. In addition, the Saudis increased their output to help offset the expected loss from Iran but, most importantly in that context, that loss doesn’t look likely to materialize“, he goes on giving us the tough talk part and he is right. Whether we see it as political windbags or perhaps merely a storm in a cup of tea, the impact is not merely some good needed, it is a larger issue that goes beyond supply and demand. Just like the predicted shortage of concrete for the building of Neom city. Those who saw it have been upping their ability for production. Several have doubled it and there is a chance that the UAE will have its own large concrete facility soon enough. As Saudi Arabia could decide to cut production, it could in addition merely seek to seel part of it elsewhere. The end result is the same, yet that trajectory will be much slower. For the current administration it is about getting past this winter, with the next winter being a larger impact on the elections, so it will also impact the cost of living all over the US.

CNBC gives support here (at https://www.cnbc.com/2018/11/28/expect-a-saudi-first-policy-on-oil-production-cuts-regardless-of-trumps-demands-analysts-say.html). It is early days and what we anticipate or expect does not usually happen, yet with “Analysts believe that despite Washington’s geopolitical leverage over the kingdom, after its staunch defense of the Saudi monarchy amid accusations over its alleged role in the murder of Saudi journalist Jamal Khashoggi, Riyadh will still pursue its own economic interests rather than abide by the wishes of President Trump. The pivotal question hanging over oil markets remains that of production cutbacks. Who will tighten their taps, and by how much?” This is the game for now and even as it is all set in common sense, the one part we cannot anticipate is ‘by how much?‘, I predicted a rough 12% a week before this article came out and so far, the fact that it is still likely to happen before the end of the year, optionally before before Christmas, it does remain to be a the speculative part for now. I expect Russia to try and get a consensus with Saudi Arabia to go well over 12%, optionally closer to 20%. It is essential for Russia, it will be good to the super wealthy oil friends that President Putin has and it will also bring joy to the coffers of the Saudi Monarchy. The question is who can pick up that slack and how fast. The US has its own facilities in it, yet could they keep up? Leave it to the US to piss off 3 of the top 5 producers, which leaves Iraq and they do not have the working infrastructure, moreover, volatility is still their middle name for now, as well as the fact that they merely produce 16% of the other three that the US insulted (more than once I might add).

So will oil prices go up? If the US is set on its current policy, the issue of oil prices is a given certainty, the fact that they will go up before winters end seems more and more likely, yet by how much is not to be anticipated. In this Saudi Arabia, merely needs to have a ‘technical glitch’ and the pumps go down twice for 2-3 days, and the damage is done. At that point, Saudi Arabia merely has to drop production for 15%-20% until the technical matter is ‘resolved’ and all the US can do is pray for Saudi Arabia to accept the assistance of their engineers. Although as Saudi engineers go, their knowledge might be (vastly) superior in all this, they have had plenty of time to get ahead of the curve for some time now.

Should this happen, what will the US do? Throw a tantrum; throw a curveball? I am eager to find out, because the entire journalist part is still a matter for discussion. You all seem to know Jamal Khashoggi. Yet how many of you know Mehmet Topaloğlu, killed by the Turkish police, as was Metin Göktepe. Then we see Önder Babat, Serena Shim, Rohat Aktaş and Yaşar Parlak. The Turkish authorities have shown less than 0.5% effort here when comparing it to Jamal Khashoggi and the silence from the US in these deaths (a few of many) have been deafening, we can ignore the European Union in all this as they seemingly do not care. So when I made the claim that Jamal Khashoggi is merely a convenient puppet to hit Saudi Arabia with, I knew what I was talking about. When we see that inaction is the natural state, the entire Jamal Khashoggi was a game of political players, emotions used to drive an audience, an audience giving Google search currently well over 72 million hits when we see for that JK journalist. Try that with one of the other murdered or imprisoned journalists in Turkey, they are not even a blip on the radar. It is my speculative thought that Neom and the future drive by Saudi Arabia scared the US as it did several European players. It is the first time in history that a Middle Eastern nation has the ability to put the US and EU to shame with their lack of technological progress. They claim to have it, yet Saudi Arabia is making a move towards ‘showing to have it‘, changing the game for both the US and Europe.

This is where we see the difference. China and Russia see this as an opportunity, whilst Europe and the US are seeing it as an inconvenience. In Europe it seems that only Salini Impregilo is taking the charge of that future, having scored already well over half a billion in contracts, the rest of the players are either under the surface or not there at all. Is that not odd either? When we see close to a trillion dollars in opportunities in Saudi Arabia, the noise should be deafening but it is not.

How does that matter?

Well, if oil fuels the coffers, the daily input is more than enough to warrant actions, yet I see not activity anywhere, not to the degree it should have. In all this, within a day I found a way to revolutionise information using 5G (designing a new device in the process), and there we see opportunity, a pilot the size of a city that could have global repercussions and no one is there. I cannot be the only player in town, my ego would never be that delusional, yet there is not activity at all. It makes sense that it is not out in the open, yet some people would have to file for concepts, optionally for patents and I see the light of at least 4 of them right there, yet there is no visible action, and believe me, as a Master of Intellectual property law, I do know where to look.

Karma kicks greed’s ass

We have all seen the news when it comes to Huawei and the list of those banning them is growing, there too we see that China has a vested interest in making a local company a true success and there we see the options too. So when we consider the Verizon offer: “As part of a 10-year agreement, Verizon will expand its wireless small cell infrastructure to build out its existing 4G LTE network and prepare for 5G deployment, with streamlined permitting from the City of Boston. TV licensing will also be amended to support an expansion of Verizon’s Fios TV service to more neighborhoods“, it came in 2016. So consider the actual wording ‘as part of a 10-year agreement‘ and ‘prepare for 5G deployment‘, by the letter, it implies that Boston will optionally not have 5G before 2026, in this it could optionally have been in the foundations of Neom by 2021 (depending on then the first buildings are completed). It would be a kick in the nuts for the US to have something operational after Saudi Arabia, does it not?

Karma bites like Piranha if need be.

This all impacts the oil price, because the Saudi Crown Prince is driven to get Neom right, it also impacts the coffers so whatever is done regarding the oil, would optionally not be allowed to endanger Neom. I cannot prove that, yet I am decently certain that this is the case. We can see this as an opportunity, that as the US seeks options, it can make other offers to offset the optional ‘loss’ to Saudi Arabia. If enabling can be done in money or goods, offering goods is still an optional path to take for the US, yet they too need to realise that the overly visible acts of playing the ‘Khashoggi blues’ whilst not making any noise on the ‘Turkey newspaper shuffle’ is going to be a debate soon enough, especially as there is enough evidence that Turkey has been facilitating for Iran.

In the end

In the end it is about the oil prices and I expect them to go up regardless of what happens, yet there is leverage to a small extent, the amount of price increase is one that could be under negotiation. The question is, will we see proper actions by the US and Europe to limit the price increase and the impact on their citizens? I expect to see an answer to that part within the next two weeks.

Have a fun Monday!

 

 

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Consideration for dinner

It is Monday, Monday morning and I am in a stage of contemplation. There are all these events going on and for the most they are hollow, empty and merely the setting for the next stage for whatever the staging area needs to be. It is at this point that the Guardian gives us: ‘Two images that show we need to be sensitive about our photos‘, or perhaps the article started the contemplation I am in, it works either way!

The article was actually a quite excellent read, so well done Paul Chadwick!

Where’s Wally (Khlalid Masood)?

The article discusses Khalid Masood, who killed 5 people in March 2017 at Westminster. Now we get the goods. We are offered: “Over several days of covering the hearing, Guardian editors had access to a limited range of images of Masood. For one report they used a photo of him taken in the Great Mosque of Mecca, Islam’s holiest site“. We are then treated to: “From an editorial standards perspective, there was nothing wrong with the image. Legitimately obtained, it depicted a smiling Masood dressed in the traditional white, and behind him the Kaaba, the great cube, around which pilgrims walk seven times. Conscious that the Muslim community can suffer discrimination when terrorist acts are committed in the name of a political ideology that feigns religiosity“.

My thought becomes: “How many criminals and murderers were photographed in a church, or cathedral?” That does not seem to happen either does it? Of course in that specific example Catholic priests, bishops and cardinals were taken away from consideration in this case. I searched Google and a few other sources and I could not find an example. So when I see: “as a gesture of goodwill the editors replaced the photo for another image, a police mugshot. Muslims who had raised the issue were appreciative“, I do accept that the Muslims are appreciative of the gesture, yet the question remains how many criminals were photographed and observed in church? It also gives me the question on how they were able to identify Khalid Masood in that picture to begin with. I understand that the photograph exists; I reckon that the hearts of Muslims will flutter at the sight of being able to see the Grand Mosque of Mecca on the inside to begin with. I myself am struck with wonder, amazed to see this image. Not for the religious reason, but the fact that the original parts were build 1380 years ago is important. You see, it would take centuries until the Netherlands had decent housing (places not made from wood, or a mixture of shit and clay). The oldest house in the Netherlands is almost 500 years younger than this mosque and only parts of a wall in that Dutch building are that old, the rest of the house would not be build (or restored) until 230 years later. When we consider that, seeing the grand Mosque of Mecca should have an impact on anyone, Muslim or not. So as we realise that the building is not merely a beautiful building, it is a millennia old marvel for all the religious reasons, we understand that anyone would want to be photographed in that place and be recognised, but as you take a look at the inserted photograph (click on it to see the full version), finding that person, considering the resolution of the film remains a slight miracle at best. So what would have been the value of showing thousands of Muslims in that one place whilst we cannot tell with any certainty who exactly Khalid Masood is there. Yet, the article (at https://www.theguardian.com/commentisfree/2018/oct/14/sensitive-images-upsetting-photos-essential-truthful-account), is still important. We see that with: “Coverage can justifiably include images of perpetrators but should take care not to glorify them. Had the photo related directly to evidence given in the inquest it might have been necessary to retain it“. I personally do not completely agree. If we accept that a picture is 1,000 words, which photograph ads a 1,000 words or more to the story? Is it the one in Mecca, or the photograph of the scene (at https://www.theguardian.com/uk-news/2018/oct/12/westminster-bridge-attack-khalid-masood-lawfully-killed-inquest-concludes). I like it that Paul Chadwick makes us consider the use of a photograph and when not to do it. It gets us to the linking of another event. You might have heard of a disagreement between the elected government of Yemen and Houthi’s which has since spilled over into a much larger disagreement. the amount of times where the western world trivialised the attacks on Saudi Arabia whilst Iran backed Houthi’s were firing missiles into Saudi Arabia has been too large to ignore, In addition the Washington Post gave us a mere two days ago (at https://www.washingtonpost.com/world/national-security/foiled-paris-bomb-plot-raises-fears-that-iran-is-planning-attacks-in-europe/2018/10/11/2ccf8d0a-c8b9-11e8-b1ed-1d2d65b86d0c_story.html). Here we see ‘Foiled Paris bomb plot raises fears that Iran is planning attacks in Europe‘. In this article, the use of the image of the National Council of Resistance of Iran (NCRI) supporters makes perfect sense. In light of “The diplomat, based at Iran’s embassy in Vienna, had been under surveillance for some time and was suspected of involvement in a plot to bomb a rally of Iranian dissidents in Paris. Despite his diplomatic status, he was arrested and extradited to Belgium, where two others, suspected of planning to carry out the attack in France, were detained”, yet would the image of the ‘Iranian diplomat’ not have made more sense? The fact that he is not mentioned anywhere by name is also a consideration in all this. The fact that this indirectly links to the proxy war that Iran is having with Saudi Arabia is linked in all this. So when we consider these elements. So as we get back to the Diplomat named Assadollah Assadi, we need to some degree also look at Jamal Khashoggi. You see, you cannot turn a page in any paper and Jamal Khashoggi shows up. Probably best known as a contributor to the Washington Post, we wonder why he ended up MAAC (Missing as a contributor). ABC gives us: “But his troubles began later, when he was fired from his post as an editor at the Al-Watan newspaper just two months after he took the job in 2003. The country’s ultra-conservative clerics had pushed back against his criticism of the powerful religious police and a medieval cleric viewed as the spiritual forefather of Wahhabism, the conservative interpretation of Islam that is the founding tenant of the kingdom“, and the question becomes not merely did he vanish because he was a critic of ruling Crown Prince Mohammed Bin Salman. I reckon that the Crown Prince has been surrounded with people disagreeing with him, as such Khashoggi might not have been a blip on his radar. Yet, when we see the Washington Post (at https://www.washingtonpost.com/news/global-opinions/wp/2018/10/06/read-jamal-khashoggis-columns-for-the-washington-post) we see a different story, one that opposes mine and I am fine with that. Yet consider that the people in charge in Riyadh are actually decently intelligent (compared to me) and the entire event in the embassy does not make sense. Lt. Gen. Khalid bin Ali Al Humaidan is not stupid, he is a general and he has been around the war time sandbox long enough, to just let a person vanish in an embassy, whilst there are dozens of cameras pointed at it is not seemingly the brightest act. This leaves me with the setting that there is either orchestration, or someone not as bright listened to the wrong person and acted individually. The quote in the Post, which was “Dozens of Saudi intellectuals, clerics, journalists, and social media stars have been arrested in the past 2 months — the majority of whom, at worst, are mildly critical of the government. Meanwhile, many members of the Council of Senior Scholars (“Ulema”) have extremist ideas“. So here we have a setting that certain people are seemingly opposing the forward drive that HRH Mohammad Bin Salman Al Saud is trying to move towards. The post mentions both Sheikh Saleh Al-Fawzan and Sheikh Saleh Al-Lohaidan and also we see “protected by royal decree from counter argument or criticism“. Yet when I search for these two men, I find close to nothing at all in the present media. Now, that is not an essential part, but in light of the Washington Post articles, I wondered what would drive an implied assassination this short sighted. Whether you agree or not, targeted killing is both an art and a skill and in the digital age, the skill outguns the art by a lot. There are additional parts that do not make sense, yet when you look at the larger picture, there is (highly speculative by me mind you) an active stage of attacking Saudi Arabia any way possible. the overly leftish liberal side to break up US sales to Saudi Arabia, the UK is on a partial similar setting, yet they trivialise any attack on Saudi Arabia (I did filter for the fake news from places like PressTV and a few other sources), yet the attacks are quite clear and even as I understand that the press at large (in more than one way) would want to be protective of fellow journalist Jamal Khashoggi and I get that, yet the absence of critical questions is also a larger issue. When you see this, does the openly defensive stance of Saudi Arabia not make sense?

So how does this get us from where we started?

There are two parts here. The first is the image of the Grand Mosque, whilst we know that Saudi Arabia is its protector, and the view from Paul Chadwick makes perfect sense. Yet, here too we should take caution on certain notions. Mind you, I am asking the question, I am not implying that there is more. that part is seen when we look deeper into the ‘Cricklewood mosque’ event of September 19th and when we search the international news bringers, the shiploads of newspapers that would strike out against Saudi Arabia and others in what I perceive to be non-hatred stories, yet they are certainly not pro Saudi Arabia, or pro Muslim, they did not show up in any google search when I look for the ‘Cricklewood mosque’ event, not at all. That too is important, whilst some are taking down the steam a notch, the opposition events are also ignored to a much larger degree. It leads us to the question, was the mosque image not added as it made for an overly clear anti-Muslim article?

The second part is the setting of events and more importantly how certain parties decided to illustrate them. Anything that is about Jamal Khashoggi carries his photograph and that makes perfect sense, no one debates that, yet when we seek Khalid Masood, we see no image of him in several Westminster attack articles, merely the stage and the victims. Now, here we see clearly that some will say that it might glorify him. There is equal voice not to give Islamic State any kind of visibility. I do not totally agree, but I understand the logic behind it. Yet the article I mentioned earlier, ‘Westminster attacker lawfully killed by minister’s bodyguard, jury finds‘ shows no mention of Islamic State at all, which is actually a little weird. all the other parts are there, the justification of the protective units, the victims, the stage as well as the attack on Sir Craig Mackey, which gets more light in another Guardian article with “The Express front page on Thursday read “Police hero who put his boss to shame”, comparing Mackey’s actions unfavourably with those of the armed protection officer who shot Masood dead, while an article on the Sun website was headlined “Mark of cowardice”“, the actions of Sir Craig make perfect sense and the Express, not the most intelligent player in the news world under the most optimal conditions was left in a clueless state aiming for (a speculated) increased circulation that day, whilst the actions of Sir Craig made tactical sense to say the least, cowardice was not a factor here as I see it. Mind you, getting fired at is unnerving under the best conditions, seeking out a hair storm of lead is just stupid to begin with and Sir Craig staying out of the way, especially as he had no useful gear makes sense. Yet the Independent gave us in March 2018: “A review by Mr Hill’s predecessor found that neither MI5 nor the police had any reason to anticipate the attack, concluding that Masood was “a long way from the top of anyone’s grid”“. From the little that I was able to access, all the elements make sense, the Guardian article leaving Islamic State mention out does not.

It is the illustration by the news that matters, because it causes a lack of illumination and more important we see the shifting balance of a seesaw in the direction of emotional acts, which has never been a good thing. There are questions regarding Jamal Khashoggi no one denies that, yet the stage we see ourselves in is expanding. We see this with: “The event is being hosted by the kingdom’s Crown Prince Mohamed bin Salman to promote his reform agenda. Several sponsors and media groups have decided to withdraw“, as well as “US Treasury Secretary Steve Mnuchin and UK International Trade Secretary Liam Fox might not attend an upcoming investment conference in Riyadh, but White House aide Larry Kudlow said Mr Mnuchin had not yet pulled out.” Now I understand that such a situation would not have been expected, or even anticipated. Not by me. Yet, do you think that this was not on the mind of Lt. Gen. Khalid bin Ali Al Humaidan? when we see settings that are adding up to half a trillion dollars, do you think that a Saudi event like the one we see now regarding Jamal Khashoggi would not have been looked at from every angle? And in light on how highly regarded journalists are in Turkey, the overreaction by turkey is equally unsettling (or let’s just call it suspicious). In the entire setting towards the consulate, we see that the one event now taking shape is a direct win for Saudi’s indirect enemy (Turkey as a supporter of Iran), no one seems to look too deeply there either. It does not mean that Turkey was involved, or that Turkey did anything. The mere absence of looking is an issue and that would drive the defence from the side of Saudi Arabia high up, all this in an action on Saudi soil (the embassy) where there would have been absolutely no tactical advantage for the Saudi government by acting in a building everyone is watching 24:7.

The elements do not add up and the photograph of the Grand mosque brought it to light (read: the forefront of my mind). You see, in opposition to the Christians and their bible (they have over 40 different versions), we see that there is ONE Quran, Sunni and Shia they all have the same Quran, exact to the letter, yet their split happened as you can see in the New York Times (at https://www.nytimes.com/2016/01/04/world/middleeast/q-and-a-how-do-sunni-and-shia-islam-differ.html) through: “A schism emerged after the death of the Prophet Muhammad in 632, and disputes arose over who should shepherd the new and rapidly growing faith. Some believed that a new leader should be chosen by consensus; others thought that only the prophet’s descendants should become caliph“, I am not wise enough to give any level of wisdom here.

I do feel I am wise enough to look into the matters we currently face. Until the press has a more balanced view of the matters in the Middle East, specifically the acts by Iran and the acts by Houthi’s in Yemen, we will see a prolonged level of distrust. Let’s not forget that the building of Neom in Saudi Arabia continues and that it is the utter need of American stability that requires cheap oil. In all this, merely going back to 2017 levels will drain the American economy to the levels if cannot sustain and its need to do business with Iran at that point will be the largest moral defeat the US has ever faced. In addition, the Saudi coffers are getting $73 per barrel against the optional setting that the prices return to $121 per barrel, as winter sets in the US (UK too) that impact will be felt by these populations to a much larger degree, so in all this an optional demand from Saudi Arabia to get the news more balanced is not the weirdest request. Yet the foundation of issues giving rise to the price of oil next month by a mere 2% is not out of the question, and that is not all. The overreaction by President Trump with: ““severe punishment” if Khashoggi, who has been critical of Bin Salman, has been killed“. Fair enough, yet in all this, he has been merely setting the stage where Russia comes for a visit and is the reason for cancelling orders, whilst Saudi pilots are suddenly optionally ‘retrenched’ to get better in using the Mikoyan MiG-35 (Fulcrum-F), and a few other alternatives. Shutting down options for American business seekers in Neom is not a good step to take either; no one can afford walking away from 1,000 billion dollars in projects in this day and age. In addition, for Saudi Arabia having a united technical air force corps with Egypt might not be the worst consideration either, and as ties with Egypt and Russia optionally strengthen in Saudi Arabia, the US will be finding itself on shallow ice with fewer options for their economy and even less possibilities over the next 10 years. All elements out in the open and it would be a strategy that Iran would love to see happen, whether it was to weaken Saudi Arabia or to kick the US where it really hurts, it would be an Iranian victory either way.

So when you consider these elements as well as the notion that for the most there is not a high regard for journalists in the first place (for a few years now), do any of the overreaching actions by certain players make any sense? It is there that we see the consideration for dinner.

Yet I could be wrong in all this. I openly admit that. I have had the longest issues with the entire Skripal setting, the Novichok debacle in Salisbury. Yet there is no denying the Reuters article that gave us ‘Russian website names third GRU officer involved in Salisbury poisoning‘ 4 days ago. With: “The Russian news website Fontanka named on Wednesday a third GRU military intelligence operative, Sergey Fedotov, as having been involved in trying to kill ex-spy Sergei Skripal in the English city of Salisbury“. You see, the facts did not add up, there was too much noise and too little reliability. I have no reason to doubt Reuters, yet I still have issues with this. I do acknowledge that they name a Russian site, yet I know next to nothing about the Fontanka online news agency. When I read (yet again) on this, and the fact that they all seem to know the staff directory of the GRU, as well as the setting of travel, there are things not adding up. Not the travel, that part can be verified in several ways. The fact that we now have a third player, one that apparently did not show up in all those CCTV stills, the fact that three people were involved in a failed attack does not speak highly of the abilities of the Russian GRU, is that not weird either? The fact that humidity decreases the potency of the Novichok, but the perfume was dumped in the trash, not merely ‘accidently’ dropped in a pond, where retrieval would have been unsuccessful and the lethality of the Novichok would have been close to nullified. So with Salisbury basically surrounded by the Avon, they did not consider dropping the ‘perfume’ in there? How badly are these ladies trained (me stating the need for a well-paid job and replacing Colonel general Igor Valentinovich Korobov), I mean, I could hardly do any worse, could I? Let’s face it, in Australia a general’s pay starts at $235,595 with 0 years of experience in that rank. I’d accept that as a starting wage (LOL), even if it turns out to be merely for a year.

Getting back to the Russian stage, Bellingcat gives us (at https://www.bellingcat.com/news/uk-and-europe/2018/09/26/skripal-suspect-boshirov-identified-gru-colonel-anatoliy-chepiga/) the goods which are hard to deny, but it is merely their word against others. Yet they also become the doubt in this. Even as we accept: “The suspect using the cover identity of “Ruslan Boshirov” is in fact Colonel Anatoliy Chepiga, a highly decorated GRU officer bestowed with Russia’s highest state award, Hero of the Russian Federation. Following Bellingcat’s own identification, multiple sources familiar with the person and/or the investigation have confirmed the suspect’s identity“. When we add “Anatoliy Chepiga graduated the academy with honors in 2001. He was then assigned to serve in the 14th Spetsnaz Brigade in Russia’s farthest-eastern city of Khabarovsk, one of the elite Spetsnaz units under GRU command. Chepiga’s unit (74854, formerly 20662) played a key role in the second Chechen War, and was also observed near the Ukrainian border in late 2014“, we see an optional picture of a dedicated Russian officer, no one questions that, yet in that light, how come that he was involved in active failures of this degree and in the end a second event caused the death of an innocent bystander?

He could have used a knife, a mere piece of thin nylon rope, all methods that optionally makes finding evidence a near impossibility. Then we get the doubt again with “The research team was able to find Anatoliy Chepiga in two locations and time periods in the database: in 2003, in Khabarovsk; and in 2012 in Moscow“, you see, even by their own admission, heroes of the Russian Federation tend to be really well documented, so why do we see awards, failures and almost no documented admissions (even less photographs, beside the point that most photo’s never made it into newspapers)? It makes no sense and that brings us back to the Saudi Arabian setting. Even now as we are treated to so called audio evidence, evidence that was debunked by the BBC on more than one level, yet in all this Al Jazeera gives us: “Technology experts are sceptical that Jamal Khashoggi was able to sync recordings from his Apple watch to a phone in his fiancée’s possession from inside the Saudi consulate in Istanbul. The claim, as reported in Turkey’s pro-government media, is that Turkish officials have audio recordings from Khashoggi’s smart watch that prove the Saudi journalist was tortured and killed while inside the embassy. Saudi Arabia has called the allegations “baseless lies” and it is still unclear how Turkey would have obtained the audio evidence“, I personally believe that Al Jazeera is wrong here. The BBC (at https://www.bbc.com/news/technology-45857777) debunks that story via Rory Cellan-Jones, the Technology correspondent. He does it point by point and does it with clarity, so in all this, why would the pro-Turkish government media blatantly lie about this? that and the other elements give doubt to all this and when we consider that it was optionally not a Saudi operation at all, we might be treated to a setting where the Turkish government is optionally involved in making the trade waters murky, optionally merely as a tool for Iran. What do you think is more likely and when we look at the photographs and the choices made, it is not merely contemplation for dinner, the entire setting of doing what is correct sheds a light on the media that is not as great as we hoped it would be.

Yet the BBC also gave us: “it seems far more likely that they have other means of detecting what foreign diplomats are up to and the Apple Watch story is just useful cover“, that we can agree on, both Iran and Turkey have every interest in keeping ears on every room in the Saudi Consulate and there we agree is the option that technical solutions are in abundance but without the proper vetting of sources, it remains speculation to some degree.

Still the actions in the consulate are a question mark, a person that is watched to this degree, acting in the consulate only seems to be the safer option, ‘seems’ being the operative word.

We need to take all these elements into consideration, whenever we ‘actively engage’ in settings of consideration, the larger picture matters, it matters a lot and even as I spoke out against the guilt of Russia as a state operator in Salisbury, the Bellingcat part is seemingly more persuasive in voicing that there is an issue, yet what I personally perceive to be the stupidity levels of the Skripal operation (for lack of a better description) is one that we should also consider in the Khashoggi events in Istanbul. So until the Turkish government gives public access to their audio files I remain in doubt. Clearly something happened, but what exactly and by whom are still elements that cannot be answered for now, and when we contemplate things that needs to be on the forefront of our minds.

When confirmed the implied image of Khalid Masood in the grand mosque of Mecca is merely the fact that he is Muslim, we already knew that, yet the Guardian also gave us the goods that he converted no earlier than 13 years before the attack, so after his prison sentence in 2000, so he was optionally a Christian for the longest time of his life, another part that few news media looked at to a better degree, the Guardian fortunately did. We are also given that around 12% of home grown terrorists were converts, considering that there are billions of Muslims, that number is interesting. It might not merely be about the conversion; it could be that those doing the conversion might have optionally left converts at the mercy of extreme imams, which is a debate for another day. It merely shows that there is a larger issue I all this and before we contemplate what is the right course of action, we need to realise that certain acts to stop intelligence gathering has been the shackles that prevent the intelligence community and the police to effectively act against lone wolves, moreover, there is less evidence that it can be stopped, for that you merely have to look at the picture of Masood in his football team when he was young, even as the one non-white individual he does not stand out, giving MI-5 a much larger headache then they needed in the first place.

Yes we need to be sensitive about photographs at times, yet when they also reveal that they basically reveal nothing, how would their use have value in the first place? Setting a stage, setting an emotional bias, or merely an illustration to make the article readable?

 

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One thousand solutions

Yes, it has been 5 years in the making, or was that six? But the day is here, today is my 1000th article. So in light of some of the slamming that I have done against Microsoft (which they deserved and it was highly entertaining for me as well), it is also just to give recognition where it is due.

To see that in its proper light, we need to take a jump towards Sony, the very first PlayStation and a game called Gran Turismo. The first having the highest rating was one that stood out. You see, Kazunori Yamauchi gave us with Gran Turismo something that we had not seen before. Oh, we had seen racing games going all the way back to the CBM-64 with pole position. Yet Gran Turismo was something new, something unheard of and the screenshot that you see here might seem laughable to you now, but this was 4 console generations before now and then this was amazing. It was new it was fresh and it gave the players something that they had not had before and we all loved it!

These elements are important when we realise the article on Forza Horizons 4 for Xbox One (X) when we read “There’s almost been a sense of rediscovering what Britain is. I don’t think we’ll ever make a game quite like this again“, they were the words of Ralph Fulton. I personally believe he got it right, but he was not correct. I believe that this game added heart to Britain, which is a lot more then you bargained for. If there was one game that gives light to the consideration to buying a model X console then this game is it. The images are not merely about the cars, the views of wherever you drive, whenever and in what weather just jumps at you; it surpasses almost everything you will have played in racing games, and in this, even me, who is not a racing fan at all, I got blown away. They did not merely add some tracks to race, they gave us the UK to race in, and everyone, not merely those in the UK seems to be loving it.

I have written this before, so why repeat it?

Well, in my view Microsoft did something that Ubisoft should have done. You see, if you plan to make a game that is designed not to be a failure, you’ll never create a true winner. To do this, you need to jump out of the box and optionally burn it. This is seen on a much wider scale. We get part of this with ‘Instagram co-founders resign to explore ‘creativity again’‘ (at https://www.theguardian.com/technology/2018/sep/25/instagram-co-founders-resign-to-explore-creativity-again). Here we see that “Kevin Systrom and Mike Krieger, have announced their resignation from the company, which is owned by Facebook Inc, saying that they are leaving to “explore our curiosity and creativity again”“. We can speculate on whether this is the full truth, or whether there is the setting that Mark Zuckerberg has made some colossal errors and these errors are not done yet, they are still to some degree escalating and as the wild wild west of the internet is now in a stage where governments are starting to ‘cooperate’ on setting rules and regulations in place. We see the Independent giving us last year: ‘Government outlines plans to ‘regulate the internet’ and get rid of problem content‘, which is hilarious for all the usual reasons.

So, as we see how government is introducing rephrased ways to set censorship, instigate discrimination and avoid issues of accountability, we are left to our own devices and there are more and more devices arriving, all remaining in some set league to avoid setting the stage where data is the most eagerly desired currency, because some people are not willing to go there just now. the one element avoided is that whilst we see in paces everywhere that porn is a problem, we see that it is so widely available that the internet is not the problem and that identification is at the heart of the matter, because America is not the solution, America has for the longest time been part of the problem. It has been for quite a while. It wants to police the internet, it wants to have freedom and set boundaries, but only as long as it does not hinder American business and that was the problem all along. Even as the numbers are not up to date, when you consider that “When faster internet led to a boom in video pornography in the mid-2000s, worldwide industry revenue skyrocketed to an estimated $40-$50 billion” is set on taxable dollars, do you think that America wants to do anything that is realistically achievable? I remember the short discussion that was going on somewhere around 1993-1996. I forgot the actual date, but there was a discussion that was started by the adult entertainment industry. They were the adults staging the setting that by having an .XXX domain (or something similar), there would be a place for adults and children could more easily be kept away. It did not go far and it was not successful as some religiously pushed people wanted all the porn from the internet. So tell me, after 20 years, how did that go? American bias, ego and greed stopped a whole range of solutions getting through and some could have made a decent impact. All stopped by ego and greed. It gets to be worse, because as the US is now trying to arm wrestle IP powers away from the people and making it government goods. To see this, we need to take a look at the IP Watchdog (at http://www.ipwatchdog.com/2018/03/01/u-s-patent-system-americas-decline-competitiveness/id=94249/), and we get treated to: “To find out who is responsible for the demise of American competitiveness you only reflect a mirror against U.S. innovation policy“. We see additional parts with: “China has established courts that specialize in intellectual property litigation so litigants have an experienced, fast and cost-effective forum to resolve patent disputes. These specialist courts take about 10 months to resolve patent infringement lawsuits with litigation costs running at approximately $200,000. In contrast, patent litigation in the U.S. often takes five or more years to resolve with litigation costs running in the many millions of dollars. A fairly ordinary dispute when litigated in the U.S. can easily surge past $3,000,000 when you factor in the inevitable post grant challenges (each of which will run $500,000 to defend, sometimes more) and the federal court litigation after that“, Yet another source (the Diplomat) gives us: “The United States government believes that IP protection is critical to both the physical and economic security of the country. IP protection ensures that American businesses, which produce a disproportionate percentage of their value in IP, will remain competitive on the international market. The U.S. government also believes that advanced technology is critical to U.S. military superiority, and that protecting this technology (through IP law and other means) will keep the United States ahead”, the setting of security and the stage of innovation have been opposing one another almost forever, so how does that help innovation? And when we consider ‘IP protection is critical to both the physical and economic security of the country’, how long until some level of ‘national security’ stops the IP from remaining with the actual owner that filed the IP?

It gets to be shown as worse off, when we consider both: “patents challenged in federal district court as claiming unpatentable subject matter were invalidated 67% of the time. The vast majority of these invalidated U.S. patents would have been deemed valid under current Chinese patent law, and some of these invalidated patents do actually remain valid and enforceable in China, Europe and elsewhere throughout the world“, as well as the economic setting which we got last March with “a whopping $215 billion in sales for medications could be lost from patent expirations between 2015-2020 and $31 billion are at risk in 2018 alone“. How do you think the US economy will get hit when certain nations start their generic solutions, lowering medication costs by optionally thousands or dollars per patient for both hospitals and patients?

As the patent holders are now also realising that there are added benefits to be part of the Chinese IP system and due to a lack of enforcement, the US market is no longer of decent value, we see that they are confronted with global benefits against much larger local setbacks and limitations.

How does one relate to the other?

There is a correlation between video games and patents (yes there really is). The correlation is seen in creativity and out of the box thinking. The conservative path of: ‘make sure it is not a failure‘ stops innovation. You see, we have been treated to so many resources that some people cannot fathom how some solutions were designed on a 2 MB RAM, 1 MB VRAM system, with a disc that had a maximum of 650MB (the original PlayStation). The makers avoided all kinds of traps and found new innovative solutions to make the game work. Gran Turismo is one of those jewels that show what a system when properly used to the max could achieve. As we went to iterative solution thinking, we lost the ability to become truly innovative and that is where we see that innovative patents no longer are, merely in the presentation are they optionally regarded as innovative, and that is where we see the next wave of technology.

Even as we are still confronted with the allegations against Huawei, we got shown 6 months ago: “Huawei filed 2,398 patent applications with the European Patent Office in 2017 out of a total of 166,000 for the year“, basically 1.44% of ALL files European patents were from that one company. And when it comes to innovation, we were treated to: “In our first [5G] smartphone we’re going to introduce a foldable screen“, and if you think towards the old flip phones think again, you merely have to consider the concept image to see that actual innovation in not merely a jump from iPhone 6, to iPhone 7. When we start seeing Huawei optional speculated settings, we see an actual jump and we can agree that to some extent 2398 patents do make for an interesting push towards the future.

This all takes another leap forward when we consider that if we want to be players, the iterative model no longer works. We need to be first and we need to be better than everyone else and iterative thinking is what merely gets them second place. It is not merely brand marketing, it is becoming a new level of marketing all together. We merely have to see the settings and changes we see towards Neom in Saudi Arabia to see the potential there. It is Ericsson that has already set the stage where the UAE has the potential to gain business benefits of $3.3B over the next 7 years, that is an additional $500 million, nothing to sneer at and when we consider the opportunities we see when we add the stages and places that Salini Impregilo is already working on, we see the growth of a long term stage with dozens of golden parachutes for those who have the financial backers to get it up and running. Take information to a new level, not merely showing up on a display, but for you to tune in with your phone or tablet and select what you want to see, with the optional setting of “Line 3, also known as the Orange line, is 41.5km long with an 11km underground section. It will have 22 stations“, two 5G stations on the line and repeaters at every station will suddenly give you thousands of users, getting informed by you, giving them choice of what they want to be informed about and with the smart dumb devices I mentioned a month ago, you get the setting of any train with up to 250 people getting informed. It is not merely marketing at this stage; it becomes entertainment facilitation with personalised advertisements. Creating branding and loyalty at the same time, because it is the first trip, that moment when you are going to work, or going home when consistency tends to be a need for so many travelers, that is where the next stage is and that is in Riyadh, expose that to the Neom stage where the city is 32 times the size of New York, it is no longer merely on how fast people get from one place to the other, it is the setting that people will want and need information at this moment, the one giving what they need is the one with the information required. It is no longer mass media; it becomes what I would call ‘Legion media‘, a facilitated one to one media solution for all. Not one stream all watch, but hundreds of media streams interacting seamlessly on the needs of the user giving them one seamless stream of information. A fluidic setting of interactions as configured/disseminated for the viewer, all personalised and automated; a situation that requires 5G to work and a solution that remains fluidic for the changing need of the user. We know the reality of Neom being years away (apart from the act that building will take quite a while), it will be now that we see the need to prototype and pilot those new projects to get the flaws out and stage the setting for large deployment, for the mere reason that new solutions are nice to have, but when your new idea fails on day one, that entire city will switch to the next solution on day two and never consider you again, because that too is the stage of 5G. It will be more and more about getting it right the first time. I wonder how many developers have realised this and most of them will trivialise that of course, and it makes sense that they do. Yet when the backers learn that the 5G community will be a lot more critical than ever before, will they still continue backing, or will they hide behind alternative wealth bringing solutions?

You see the apps that will be the most valued and priced ones are not the ones that look cool. In 5G it will more and more about enhanced pragmatism and managing of your personal infrastructure. Did you not figure that out? When we see the options that Saudi Arabia brings, we need to also see the limitations that it has. So the right ability to manage that through domotics and smart solutions will be close to everything, pre heating, pre cooling, adjusting, shopping and groceries, all done on the fly when you have time.

Even when we see the opposition (always important) giving us: “King Abdullah Financial District north of Riyadh, meant to rival Dubai as an economic hub, is still incomplete after more than a decade. As of last April, nary a financial institution had agreed to occupy any of the district’s 73 buildings“. I think that this is important too. Is it merely the language? You see, when we see: ‘Financial District‘, we think Wall Street and consider that area. Yet when we see: “Designed by architecture firm Henning Larsen, the 17.2 million-square-foot master plan calls for over 60 residential, office, and retail towers, several schools and parking garages, a medical clinic, civic buildings, and three hotels“, we see a lot more than merely a financial district, we see an almost self-contained city. You see when we see the larger scale I see an optional obstacle, not a negative one, but one none the less. To give comparison, I need to take you back to an original game. It was called ‘Sim City’ and it was a game, but gave the player an insight into designing his city of the future. Zoning was important at this point, so it required gradual growth. By going too large in one area, you would be broke and could not gain momentum in other ways. Even as it looks amazingly beautiful, how will you get people there fast? How can you vacate 2 million people (most likely from Riyadh and other larger cities) and set them in the new stage? There are two ways. You either create a need in the new place, or you create opportunity in that place. The first requires essential growth; the second requires a staging investment drive.

In the first example, we need ‘a pressing need’, when there is an infrastructure or a structural need, you create jobs and people will move there for the new job, which is fine, but requires vast amounts of money and large players getting there. The second one is great, but is initially also costly. For the second example I will use a solution that was in South Australia some time ago. To get people there, they gave away land. They still need to build the house, but in this setting he people had 50% additional money, or lessened costs, yet to break even the government stated that the land was given, but represented value X, and when they sold the house, they would have to pay the invoice for the land first. Now consider this in the setting of the King Abdullah Financial District. And there we set the stage of ‘selling’ houses/apartments at a mere 10% of the price, yet cannot be sold until the 100% price is satisfied first. So you now have a setting where the next 10,000 apartments only seem really cheap, yet in that setting you also create need, because these 10,000 households will need infrastructure like food, water, clothing, transportation, entertainment, schooling and so on; with that we see the investors come. build their shops and grow their business, as a result housing value rises fast and creates not merely a need, but also creates additional growth, so as these houses exchange hands and new occupation, the government gets the outstanding 90% back and a thriving place. It is not a short term, or a fast solution, but it is one that brings growth, and creating larger infrastructure solutions, because at that point with the additional 10,000 people or more we see the growing need in every direction. As these elements grow other needs can grow too, when there are 10,000 potential candidates in the financial industry and a clear path of growth exists, only then would there be interest into growing the stock exchange in a new place. Yet in that setting we need to realise that for many industries the capital remains alluring. So when we are confronted with “potential tenants and investors are less optimistic than the district’s planners about its future success“, as well as “The potential is amazing. The inside is impressive,’ one Dubai-based expat, who toured the site and preferred to remain anonymous, told Reuters. But he added, ‘It will not be finished. Decision-making is very slow (on the project, and) people don’t have cash“, we see the clarity of what I described. The ‘not having cash’ can be alleviated in one way, creating additional needs. It is the ‘decision making’ part that now requires to be decided on (yes I see the trap here) and there too is a solution. If we consider the statement that Business Insider mentioned: “Some of the kingdom’s strict social codes, including one requiring women to wear dark robes, will be relaxed“, we see the option of creating an opportunity for the foreign players in Qatar to become a larger mesmerising target for ‘poaching’. When we consider the Bloomberg message earlier in May this year giving us: ‘Qatar to Allow 100% Foreign Ownership of Firms in All Sectors‘, we see the setting that there is interest, especially in the financial sector to grow options on a global scale and there too Saudi Arabia would be able to set the stage for the future. More important, once these investors see the benefit in one place, there will be an added stage towards growth towards Neom for them too. This could have additional benefits as a much larger stage between Saudi Arabia and places like Egypt could become a much more interesting choice for the future. that part is not merely seen in one way, it becomes an entirely different stage when we consider yesterday’s news with ‘Award-winning Dubbo solar home uses Tesla Powerwall 2 battery‘, you might think that this is a ‘So What?‘ stage, but it is more than you think. That part is seen with: “A building company in Dubbo says the Tesla Powerwall 2 battery in its new display home means the Dubbo solar home could potentially go off-grid. Award-winning Greenmark Homes installed a Tesla Powerwall 2 battery to boost the display home’s energy efficiency“, it becomes even more impressive when you consider the added: “Tesla big battery wins awards, prevents blackouts“, you see, even as Saudi Arabia has plenty of sunshine, at some point the sun goes down and that is where the usage changes and whilst we know that air-conditioning takes the bulk of the energy, we see that the overall need could be filled in more efficient ways and that too needs time to evolve and refine. It is taking solutions out of the box where we see the beginning of true innovation and there are plenty of places that can benefit, but we need to open the door to creativity to make it thrive and set the next stage of innovation. We can make fun of some situations as we are offered (a very old joke): ‘a new powder for hydration, to make it, merely adds water‘. It is the innovative person that uses the solution and creates a powder to capture the moist in the air and end up with water. That same application is seen when we see applications on energy and hydro needs and creates another solution, the one we forgot about. That is the nice part about these stages and on why we need to keep our focus on Neom, you see it is not about the size of the city, it will be about how certain situations get solved and how innovative those solutions are. That is where we will be able to test our creativity and optionally become an actual innovative player ourselves, driving solutions and new technologies forward, not iterative over time, but by leaps, which is how you end up with one thousand new solutions not a thousand versions of one solution.

 

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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.

 

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