Tag Archives: Netflix

The future arrived Yesterday

I was at an interesting gig yesterday. I was introduced by a friend to several new options to engage with an audience, and options to interact in engagement, not mere presenting, we got to see true engagement. Several solutions that by them self are impressive enough, but combine the abilities we see options for engagement that will knock the socks off from players like Marvel and Nintendo, options that large players like Microsoft set aside for too long, options missed by some players as they are pushing for similar results again and again. Yet like the failures of Ubisoft in the past, as I stated it ‘a game that was designed to not be a failure will in equal measure never become a true winner‘, Ubisoft learned that the hard way with the their Assassins Creed franchise and now, we see opportunities that EA Games could get with FIFA19 and micro transactions, not just that, the act of engagement would allow for plenty of additional visibility towards groups that are currently not considering certain products. Engagement has always been the primary key in that and I saw a truckload of that, much of it in a new wardrobe that fits basically everyone.

So even as some are given to be a display towards retail, they have the ability to be much more, this is a marketing dream and all available for so many participants before this year’s Christmas shopping spree sets in. Options that are more than just engagement, they are optional content distributors, unlockable gems that people in certain areas love, a simple image that can immediately translate with you in the foreground and your destination in the background, combined send as a postcard to your mobile on the spot.

It is a simple setting, where an RFID scanner that could instantly reveal what the Nintendo Amiibo offers to the customer in store, not relying on dodgy third party lists, one Nintendo list and places like EB Games could in store reveal what the person is buying. The applications are here and not in the stores, not used by players that could gain the brand additional momentum, so what gives?

Well, for the most retail and larger places are seeing these devices and solutions as a cost, which they are (to some degree), but they in equal measure forget the opportunity that they bring. If we consider Market Watch (which I question), we see the setting that the games market, in particularly the Augmented reality Gaming Market, we see a forecast where we are treated to According to Infoholic Research, the “AR Gaming Market” is expected to reach $284.93 billion by 2023, growing at a CAGR of 152.7% during the forecast period 2017-2023“, I still think that this is ludicrous, I have zero percent faith in that, or to state this that I am predicting that this is 100% wrong. Gaming is a 135 billion dollar market globally, if we get “expected to reach $75 billion by 2023“, then this would be an awesome result for AR gaming. I am certain that Infoholic Research did not just get their wires crossed; I feel that they are buttering someone’s bread on both sides. In both normal gaming and gambling, we see that there is a trend on the rise and some of the systems shown yesterday can grab in on these potential markets in several ways, it is up to the creative marketing mind in the larger places to use this not merely for branding, but also for creating awareness and grow interest through engagement.

Consider that this goes further than mere advertising and branding, consider the information kiosks, you might wonder what a mere information kiosk could add. The new generation can also scan you or what you are holding. A logo, a brochure, or merely a QR code. These parts can immediately be converted to a shop with location, a digital travel brochure that can be interacted with on the screen or merely a QR code that your mobile device can scan, giving you the app, the additional information or a mere YouTube video to watch. All options actively available now and when you place such solutions in a place like Neom (for those not in the know) “Neom is a planned 26’500 sq. km transnational city and economic zone to be constructed in Tabuk, Saudi Arabia close to the border region of Saudi Arabia and Egypt“, and Saudi Arabia has set aside 500 billion for the creation of that city. The option of being the first and more important, setting up the 5G hub allowing a primary spot for a 5G growth in both Egypt and Saudi Arabia, a place where Huawei is already roaring to set up shop, they have the lead there, and now consider that the push from the Saudi Arabia government is all about being ahead of the rest, the smartest of all smart cities and it will not take long before they realise that to get ahead of all the others you need to be willing and ready to have solutions for engagement there, primed, active and ready to grow. More important, three months ago, we were treated to “Chinese tech conglomerate Huawei is already committed to training 1,500 local engineers over the next two years“, so this is one place where Telstra got in way too late, as did the European players. The hub for a 120 million customer 5G population, when I mentioned this in the beginning of this year I was not kidding. Now we see that certain paths have started, we need to look at how you can get a smart city population to engage, because that is the trigger for growth. This directly relates to gaming as gaming is the big equaliser here, it has always been that, as early as the early 90’s. For 25 years I have seen how gaming and engagement lowered the threshold for those nervous about technology and yesterday I saw a whole range of engagement opportunities. Not merely interactions and RFID application in other ways to show interaction, but a setting where it pushes non-personalised data to a tenfold and that data can push the curiosity towards engagement for everyone.

When he European commission gave us the ‘What 5G is about‘ most looked at it and thought ‘Nice!’ what they missed is that is goes beyond mere RFID and Domotics. The direct interactions of Smart Wearables, Smart Mobility, Smart Grids and Smart Parking show that when the car is low on fuel (or an almost empty battery is you have a Tesla), the SATNAV will reveal the closes fuel point, or warn you if you cannot make it to the homestead, the smart wearable can link directly to health care, the nearest pharmacy, the doctor allowing for a prescription on the spot, the phone that now shows a map and receives the information YOU wanted to engage with from a kiosk that is now also a data hub and transfer point of information, all on the fly without YOU having to type anything, all done intuitively on the spot. In all this, you remain in charge of your data and (except for the healthcare part) all null and void of actual personal data.

 

Let’s take this to a next level, some have seen something like this, it looks like an old amplifier volume knob, but it is actually a Bluetooth speaker, place it on nearly any table and it becomes an amazing speaker, yet the next level is not merely a speaker, it is also perfectly placed to be a data hub. Now combine that with a sheet of Perspex as a display (at https://www.youtube.com/watch?v=fdDAG0uwg3s), when we combine the three, we get the information on the kiosk, transferred instantly to your ‘speaker’ that is also the data hub and displays the information on that sheet display, wearable or other option. Maps, data, and brochures, all instantly available; Google already owns that solution, a solution that is merely awaiting implementation. A setting driven by what I would call ‘dumb’ smart devices. All the fear of personal data gone and total interactivity remains, engagement and the ultimate lure that draws consumers into your business; that is what engagement allows for, no other way will get that great result because that is the advertisement of tomorrow, not the data they hold, but the curiosity that they bring, all linked to the need for engagement. All those people, millions, who would walk in because your window had something interesting to show, yet now it is not your window, your window is also in every data kiosk, every advertiser point and every screen.
It is no longer about the mobile, people are less trusting with their data, but a smart (dumb) device, their watch, their Pendent or ring, now a data hub and consider that the 15 mm for a micro SD fits into rings, pendants and watches, all optional long term data hubs on the go, without any long interaction and we can get 32 GB for a mere $5. Picking up the ideas and interacting from place to place, our shopping needs and information on the fly when YOU want it; the data kiosks merely one of many places to interact with the addressed needs everywhere.

All settings not yet available in such an advanced state and all options out in the field for those willing to be the enterprising in the new places where they are willing to spend $500 billion in total, to make a next gen tech hub a reality. Or as Jeremy Irons stated in Margin Call: “There are three ways to make a living in this business. Be first, be smarter, or cheat“, he said it and I agree, it is always best to be first and whilst some are still trying to market what they are trying to set as 5G, we see that Huawei who are setting the stage on what 5G could be, Huawei s in the implementation stage of preparing the engineers of setting it all up in a live environment. So whilst America is still in anti-China mode, we see “Now, the whole industry is taking the final sprint towards 5G commercialization. The completion of SA specifications which complements the NSA specifications, not only gives 5G NR the ability of independent deployment, but also brings a brand new end-to-end network architecture, making 5G a facilitator and an accelerator during the intelligent information and communications technology improvement process of enterprise customers and vertical industries” and Huawei has already started in Saudi Arabia, so my other prediction is coming to pass as well, By Q1 2019, Saudi Arabia will become a market leader in 5G and will connect with Europe soon thereafter. In all this Australia things will go from bad to worse, especially as we cannot tell whether we need to consider if people like John Watters, Executive Vice President and Chief Corporate Strategy Officer of cybersecurity firm FireEye Inc is bedding Telstra or the USA, the fact that no one has been able to produce any clear evidence in Huawei’s ‘dependency’ on the Chinese government and the overly fearful US Tech as well as Telstra in all this is more than what I consider to be merely a sham, they are currently quite the opposite of embracing engagement and new tech, it will end the end make them look like the fools they should have been trademarked as in 2017.

So as we might remember Telstra at IT News with “Telstra said in a slide deck that “full commercial deployment of 5G in capital cities, major regional centres and other high demand areas” would occur in financial year 2020“, we can now see that they will be almost a year behind Huawei. Al this angers me, merely because it stops advancement and innovation, which makes Saudi Arabia the one remaining golden opportunity for true 5G innovation and yesterday’s presentations showed me how much many more avenues can be approached, because some of the innovations are out here today, in some cases, merely linking the solutions remain. It is important that we consider the Huawei part a little longer, it is important because 5G is so crucial to all this. When we see the article (at https://motherboard.vice.com/en_us/article/59w49b/huawei-surveillance-no-evidence), we see that the title gives us: ‘There’s No Public Evidence Huawei Spies on Americans‘, in addition we see “Huawei’s efforts to make inroads in the U.S. quickly resulted in numerous allegations over the company’s alleged connections to Chinese intelligence. Despite breathless hysteria, numerous investigations (one 18 months in length) found absolutely no evidence of such a threat.“, as well as “a follow up report by Reuters indicates that there has been pressure applied on U.S. telcos to avoid doing business with Huawei, with companies like Verizon and AT&T being told they risk losing their lucrative government business contracts if they strike deals with the massive Chinese multinational“, when we complete it with ““We knew certain parts of government really wanted (evidence of active spying),” one person familiar with the probe told Reuters at the time. “We would have found it if it were there”“, now we see the parts missing, in all this the Australian government needs to be optionally seen as a dog collar without a leash around the neck of a rabid dog named USA. This all smells like AT&T and Telstra in desperate need to not get drowned by an actually innovative technological opponent, who did just that, they became truly innovative. We need Huawei in all this more then most can comprehend.

To get this a little better, we need to look at ‘Media Engagement and Advertising Effectiveness‘ by Bobby J Calder and Edward C Malthouse. Here we see “Traditionally, marketers have thought about advertising as a process of translating a brand, expressed as a benefit, a promise to the consumer, a value proposition, or a positioning in the consumer’s mind into a message that is delivered to the consumer through some medium. This advertising will be effective to the extent that the consumer values the brand idea and the message does a good job creatively of communicating the idea“. Yet when we consider it more fully, we see: “It is engagement with a TV program that causes someone to want to watch it, to be attentive to it, to recommend it to a friend, or to be disappointed if it were no longer on the air“, through engagement, the TV Series Lucifer was not cancelled, it moved from Fox to Netflix, merely by the acts of engaging fans. Engagement can be that powerful and it goes beyond merely revitalising a TV series, it will be the bread and butter for most companies as growth is often seen as  linear with ‘advertising’ whilst we have to accept that exponential growth can only be achieved with an actual engaging audience. Because like in Facebook, that one engaging person is linked to dozens, if not hundreds of others, and their actions are more easily accepted by their close connections then the one advertisement is. In two stages this is seen that one engagement is optionally 900 hits in a low estimation, versus a mere advertisement that gets 5% out of 10,000 shows, so it took 10,000 attempts to get 500 people taking a second look, whilst one engagement event could be the start of 900 instant opportunities, so which option would you more likely turn to?

Yet, we must also be aware of the negative side in engagement. Calder and Malthouse give us that with: “Intrusion may produce a negative response from consumers because the advertising harms the experience of the media content. This in turn could lead to a negative reaction to the advertising, compromising its effectiveness. The consumer may feel that the ad has intruded on the experience with the content and accordingly may have a less positive reaction to the ad“, so in this the interactive kiosk becomes again not merely a vehicle, but THE vehicle in all this and Time is the one currency that is at the centre of it all, it is time that usually and largely triggers the intrusion emotion (waiting, or idle time tends to do that). With the smart ‘dumb’ devices, the automatism of storage whilst the interaction is merely a second, perhaps even two seconds. The element of intrusion decreases and engagement remains, or optionally even increases. It is achieved as the advertisement is not the focal point, but merely part of it and the experience is not impeached, as we get 125Mb in that one second, we get the brochure, the movie clip, the setting, the review and the applicability; all available to watch at our leisure and when we want to decide what to see and how to watch it. So from a $5 32GB Micro SD card, we can get more with a $100 200Gb card, and that is now, in 2-3 years we can get 5 times that storage for the same price. In this non-personalised interaction setting, we achieve to get heaps of analytical information whilst driving engagement. So in that we are confronted with all the latest trailers by merely passing a cinema. And we can just leisurely watch what we need and wipe the rest. It is a brand new day and those ahead in the game get to set that stage of new tech needs for an entire population, engagement is the key element to drive all that.

The future arrived yesterday, whatever will we get treated to tomorrow?

 

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Upping the game

Today started with a nice revelation, Microsoft has taken the sales offensive. Even as we were treated to ”Bethesda’s online action role-playing game “Fallout 76” won’t be available on Valve’s Steam platform during beta or when it launches on November“, the story changes when we look at the PC games in the Microsoft store we see: “Pre-order to get access to the Fallout 76 B.E.T.A.“, so it seems that Microsoft is setting the bar really high, in addition for that part the game is equally available on launch day for those who have the Microsoft Game Pass. The Game Pass is $11 a month solution (in Australia); you get no option to buy the pass for a year (as far as I could tell), which is a drag, and you better have the download options (not to mention the storage) before you commit to it, but there is no denying that it is a deal that is way too good to be true. Microsoft even offers a 14 day free trial, which implies that the games are only available to play as long as you are a member (this is speculation!), not unlike the PS Plus setting. The pass has XB1 and Xb360 backward compatible games and it is a HUGE list. It includes a list of the upcoming top games to be released this year makes the Game Pass an essential choice. The Pass at roughly $130 for a year) will include well over $600 of AAA+ top games, yet to be released in 2018. So apart from the download hassle the pass represents hundreds of dollars of saving in this year alone. I personally believe that they messed up some of the visibility and marketing, but that was their choice. The smaller issue is the backward thinking cap of the US, for people outside of the US (Australia for example) games (when bought outright) are roughly 28% more expensive (and that is after I corrected for the exchange rate). There are also ‘shadows’ here. I do not believe it to be, but there are. For example one source gave me “These eleven Xbox Game Pass games are “leaving soon”“, I cannot tell whether they will also be removed if you have added them to your library (so check this when you decide), the second shadow needs to be mentioned as the quote was: “Personally, paying for the Xbox Game Pass program and Xbox Live Gold is quite a monthly cost“, which is ABSOLUTELY BOGUS! The Xbox Live is a service subscription to play multiplayer, so if the Game Pass title has that, then yes, you will need Xbox Live as you always would have needed it. For the simple player part it is not needed, just as the setting is today. In addition ‘quite a monthly cost‘, is silly to say the least, even on a budget, the setting is that you have Xbox live $80 and Game Pass $130, gives us full and complete access to $12,000 worth of games for $210 a year, anyone debating whether that is expensive needs to get their heads examined. Now, there is no way that you will like all games that would be silly. Yet the setting now allows for you to try games at $0 that you would never have bought in the first place, a setting where you can grow the games dimension that you are in. I believe that to be a really great setting. The part not mentioned is of course the downloading time and subscription fees of the internet, even as those prices have been going down, or better stated giving you more download at the same price, it is a cost you need to consider, yet at the setting where you get access to $12,000 in games, which represents more than I have ever bought in a lifetime across the PS3, PS4, Xbox 360 and Xbox One together is an astounding part you must remember. If only Microsoft had thought that hard drive issue through in 2012, things would be even better for them. I still see that as the one Achilles heel in all this, yet with the rumoured new Console (Project Scarlett) announced for 2020, we do know that Game Pass is a long term setting of gaming for Microsoft and whatever sets the console will be optimised for the billions that Game Pass will bring in. In all this we might ramble too early on the storage issue, but it is an issue Microsoft knowingly and willingly ignored and in all this ‘the most powerful console in the world‘ is impacted through it. In addition, I have had the longest issue with Microsoft marketing (for various reasons, so as Microsoft states in Windows Central: “Xbox Scarlett hardware will ‘set the benchmark’“, I tend to get nervous, you see, they have no idea (well some idea) on how gaming evolves, yet in the end, we will not know what will be available by 2022, so at that point any console will be merely on par, 14 months after it is bought. I moved to console gaming as the update for a PC in 2002 went overboard. Processor and graphic card showed that you would need $2500-$3000 to be up to date for high end gaming and that got you roughly 24 months at best. So gaming with the additional $200 a month, as well as updating drivers, patching and whatever else needed made me move more and more towards consoles and the Xbox 360 delivered perfectly for almost 8 years (at $700), so the cost of living was set to the games bought not to the additional cost of upgrading the hardware to play games. An awesome setting, Yes there was the one off for the hard drive (from 20 to 120 gigabyte, at $119 at that time), but it was well spend. In the end I bought 2 Xbox 360’s, the second one was essential as I got another red rings of death 75 hours before the release of Fallout New Vegas, so I went: “Eff That!” and got the one with the 250 GB drive and it still works, so apart from a high blood pressure event once, the Xbox 360 was a golden choice for any gamer. I also had the PS3, which had the option to upgrade the drive as the PS4 had, so in all this the entire hard drive issue was out there for 12 years, ignoring that part (as well as always online bullying) angers me, because there was never any need, for none of it.

Why does it matter?

It is a level of orchestration, pushing people into a direction before they are ready (and perhaps they never will be). In this Cambridge Analytica is a larger hurdle then anyone imagined and the gamers are sketchy under the most stable conditions. Hackers, phishers, cheaters and trolls are always around the corner and it is best seen when you investigate ‘League of Legends’, I never played the game, but the amount of messages giving way that the victims of bullying and trolls are worse off than the perpetrators is why there should be an online ‘off’ switch. It is essential because the resources needed are allegedly not used correctly (debatable if that would have been possible), and the systems do not have the settings to protect players. The option to just play offline for a while is perhaps the only pressure valve that works (not on all games though), so when we look at MailGuard and we get it in regards to Office 365 (just one day old): “The cunning thing about this phishing scam is that once the victim has entered their username and password, the fake login page redirects them to a genuine Microsoft website, so they think that nothing is amiss. Meanwhile, the criminals have collected their login credentials and are able to steal their online identity for all kinds of nefarious purposes, like fraud, invoice falsification and malware spamming“, Microsoft needs to realise that they have a larger issue and they cannot fix it (basically no one can). Well it is possible, some of the kids involved have been identified, and by shooting them in the back of the head and leaving a message with the parents to start taking notice of what their kids are doing you get change, although some might find it a bit extreme (an issue that is probably a setting for the eyes of the beholder).

Why the extreme example?

The issue is not merely being online, the issue is that too much is online and even if we wanted to apply Common Cyber Sense all the time, there will be a hiatus and when it comes, it will be at the wrong moment in the wrong place. At present the actual success rate on finding and convicting cyber criminals is less than 2%, it is even less when we realise that not everything gets reported. It is in that atmosphere that game streaming is about to be set to a much larger extent. A setting that is based on mere authentication and not on non-repudiation (uncertain how achievable that is at present). You show me a company that guarantees you 100% safety and I will introduce you to someone who is lying to you. As the gaming industry is a $100 billion plus market, the issue was forever that gaming was low impact (for the most), people had more often than not a physical copy, there were more and more parts that one had to overcome, so for cyber criminals it was not an interesting market. Yet with the upcoming changes to the gaming environment it changes, all is online, all is set on central servers and that is when BlackMailWare and RansomWare will become a much more lucrative business for those targeting gamers. Even when you think it does not happen, what happens when your online account gets scrambled, your passwords changed from the outside and for a mere 0.01 bitcoin you can get it back. Systems like that are already used, some will consider that paying $88 is preferable to waiting and losing scores, statistics and access to files with the logs of hundreds of hours of playing a game. When you see the time some invested on games like Diablo 3, Skyrim, Fallout 4 and now upcoming Fallout 76 you get the optional setting where ransom might be successful. And the setting of ‘always online’ makes the threat to console gamers a lot more realistic. You merely have to google the issues on League of Legends and World of Warcraft to see the impact and it is much larger than some think it is. You think it is simple and an adult thing to live with, yet when Microsoft has to explain that danger 250,000 times to the non-technological mother and father of a 16 year old playing and suddenly losing all access, perhaps being permabanned in the process as well, at that point the game changes quickly.

Having a decent non-repudiation solution in place might limit the damage to a larger extent, but that system does not exist for gamers, mere authentication and even when upgrading the issue is not the 100 that do, it is the 15,000,000 who haven’t. this is part of the setting that Microsoft faces and it is facing it on a daily basis with Microsoft 365, where the users are (for the most) adults, so when we get to the console it becomes a different setting. This is why the console evolution is a little more treacherous. When the gamer has the option to remain offline (when needed) he/she has options, when forced online they fall away. Sony got hacked a few times (at least twice), with millions of accounts and the details in the open, the damage was larger than some expected and I reckon that most avoided damage was because the overwhelming amount of gamers had physical copies of the game. So offline gaming was never impacted, merely the multiplayers losing a few days of access.

Now, with Game Pass that would not be an issue and the optional overall damage of $210 (two subscriptions) are easily tended to, in the worst case scenario you pay for it twice and a few weeks later it is either refunded, or you are all paid up for +1 year.

Now, let’s change the setting that the Business insider gave us one month ago. With ‘A desperate hacker tried selling US military files for $150 — only to find no one wanted them‘ (at https://www.businessinsider.com.au/hacker-us-military-drone-files-for-sale-2018-7), this seems hilarious, until you consider the following facts, the first one is “The hacker, who is believed to reside in a poverty-stricken country in South America, said his internet connection was slow and that because his bandwidth was limited, he did not download all the files prior to finding a willing buyer“, so it is in a low yield place, the second one is “The hacker also tapped into live footage of surveillance cameras at the US-Mexico border and NASA bases, and an MQ-1 Predator flying over the Gulf of Mexico“, we still have a sense of humour, live camera watching! Yay! Now we add “the vulnerable computers were taken offline, which inadvertently cut off the hacker’s access to the files“, OK, it happens, sometimes a computer has a missed security patch. Now we add ‘a maintenance manual for the MQ-9A Reaper drone, a list of airmen assigned to a Reaper drone unit, manuals on how to suppress improvised explosive devices‘, is seems harmless, right? Yet when you consider that this was a professional setting where the person had access to “documents belonging to a US Air Force service member stationed at the Creech Air Force Base in Nevada, and documents belonging to another service member believed to be in the US Army“, we see the setting where Military security was circumvented, from a close to powerless place into Military hardware. so when we are confronted with “enough knowledge to realise the potential of a very simple vulnerability and use it consistently“, we see the first part, the second part was given with “The Netgear router vulnerability, which dates back to 2016, allowed hackers to access private files remotely if a user’s password is outdated. Despite several firmware updates and countless news articles on the subject, thousands of routers remain vulnerable“, this is a setting involving adults (one would hope), they cannot get their heads right and you are submitting teenagers and gamers (in a non-professional setting) to those exploitations. Microsoft can market all it can, and to some extent they can fix some parts, but the ‘always online‘ will still be out there and that is where the damage gets to the people.

The prosecution fail rate makes it cool and interesting to go after gamers and the many hours of having to download games will at some point present an opening for hackers, that market is growing and it will hit gamers, there is close to 0% avoiding that.

The question becomes, how ready will Microsoft be? How much resources will be impacted on their customer care and customer service when it hits? The Xbox 360 gave them the red rings of death issue (which went it happened to me was fixed awesomely, it merely took 3-4 weeks), which is acceptable as a new console was shipped to me. The setting when it is in cyberspace, the game changes as a million accounts could be affected. Some hackers will be creative and resort to a low corruption setting (like the dBase virus), some will merely download and wipe, the fact is that even if it is resolved, it will take time to resolve and that is where gamers lose patience really really fast. My setting to buy another console to fix it is one example (I had the funds when it happened), yet what happens when you are in the middle of a Diablo 3 season, which is time restrained and someone ransoms your access? In current setting the damage is partially avoidable; the new Scarlett setting leaves the partial part up for debate. In addition, as the number of people resorting to that path increases, the interest to mess with that part becomes a lot more interesting to Cyber criminals.

In this we need to look at the other side too, the Australian Criminal Intelligence Commission (ACIC) gives us “cybercrime is costing the Australian economy up to $1 billion annually in direct costs alone“, when we look global, we see Experian with the quote: “Ransomware attacks, data breaches, theft of intellectual property, sales of counterfeit goods and other illicit activities are generating at least $1.5 trillion in annual revenue“, so globally, when gamers are added to that list of victims, how high will that priority be? Do you think that they get prime time consideration, or will the party line become ‘the best and easiest thing to do is to just start again‘, I was told that by Microsoft when my Xbox one profile got somehow damaged in the first year. Now try the setting with access, invested cash and time and tenfold the amount of open targets. From my personal point of view, when there is an Office 365 impacting against the Xbox Red accounts wiped, how many resources will Microsoft have? I am certain that the business customers get first dibs on whatever they need. Now this last part does not count against Microsoft, it is merely the lesser of two high cost evils, it is reality.

Even as Microsoft is showing that it is upping the game on gaming and consoles, it is also upping to optional damage and hardship to gamers. I say optional, because in the first, we have no idea what that red box will be doing, we have no idea what the settings are for near future gaming (in 16 months) and we do not know how certain changes will actually impact the gaming sphere, but Sony has shown us that the dangers are real.

In the end, we see that Microsoft is upping the game when it comes to gaming, there is no denying it, yet how the future will pan out and whether Microsoft has truly upped the game for gamers is still to be determined. That is not a negative thing, because any expectation for the future is merely speculation, yet the dangers to their gamers will increase by a lot and that part remains the question mark in all this. Some could have been prevented by a lot, but Microsoft is clearly steering into a settings where adherence to ‘always online‘ is the setting they demand, one way or the other. Even if the prison has golden bars, it remains a prison and that part needs to be clear. The fact that gamers do not get the choice in the matter is what matters, not only from the cyber threat side. Congestion is a growing concern on a global scale. Even as Bill Morrow, Chief Executive of NBN Co. was idiotic enough to initially blame gamers for the congestion, the truth is that against 4K Netflix and YouTube, gamers are not even a blip on that radar, yet congestion is a present and growing issue, so there is a problem there too. The system is already under pressure and globally 200 million gamers when a large slice of that pie is set to the streaming and virtual copies of games only come into play, congestion will rear its ugly head and those gamers become more than a mere blip. Consider that Bethesda shipped 12 million units to retailers within the first 24 hours of Fallout 4, and consider that a large chunk of these people will immediately download the game on launch day of Fallout 76. so optionally up to 12 million people all downloading a game that is also stated to be 4K, so we are looking to around 100 GB download, that is merely one game title, it will be in a time when there is plenty to download and even now, as we accept that most are physical copies, the truth is that gaming in that way will add to the congestion in a really big way. Most providers are not ready and it will impact the gamers, Netflix users and Stan (the list goes on for a long time) are merely part of all this traffic. I named Bethesda and they are merely one of many players in all this. Microsoft, Ubisoft, Bethesda, and Electronic Arts; all people pushing (or getting pushed) towards the virtual release only side of things down the track.

Why does this matter now?

One of the big events QuakeCon 2018 starts tomorrow and that will also be the place where more specific information will be given by the actual makers on more than one title by the way. It will be important on how games are moving forward. It is not merely Fallout 76 (one of the biggest titles anticipated) that is in the upper limits of gaming on PC, Xbox One and PlayStation; it would potentially give the direction of where they are going with the Elder Scrolls VI. Merely two Bethesda games that literally has millions of followers, so there is an essential need to take notice of Bethesda for several reasons. This reverts back to Microsoft, because Bethesda games have a huge following on all platforms. It also means that in that setting (set against the rumour that Fallout 76 is online multiplayer only, yet you can play the game alone) any congestion will topple game joy completely. We know that there is enough experience with Elder Scrolls Online, so it is not the setting that Bethesda is going in blind in any of this, but at the same time the gaming dimension is changing at the same time, so that change is impacting in more than one way; that is the push that Microsoft is going for, which is all fine, yet at that that point we will be faced with more outside interference factors and congestion is a real factor, one that players will be confronted with to a much larger degree in the near future.

If Microsoft gets that all right, then it will be picking up momentum in a scary way and at that point the question will be, can Sony match this? I personally love that part, if we see a setting where Sony and Microsoft push each other to new heights is great because in all this, the gamer ALWAYS wins! And over time this push is a realistic one, yet in some places we will optionally see a time where the providers cannot match what the consumers need and that is a new setting for many gamers. In the past we merely accepted what was available, in the new setting you get to play based on what you pay for and that is something we have not been confronted with. Anyone thinking that this will not happen; think again! It might be the selling point for people to switch providers, but there will be a clear setting of borders, borders that set what you can do and that is where we see the overall cost go up, yet to what extent is a clear unknown for now.

 

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It’s a bulletpoint

We all have these days. We have moments where we are confronted with superiors (or bosses) who seem to be able to do anything based on a one page memo that is drenched in bullet-points. It was an almost Neanderthal moment in management when those (getting tertiary education) were all brought up with the belief system that a memo is one page (which I can partially agree with), yet that memo should merely consist bullet-points that bring the goods.

I always thought of that part as an absolute load of bollocks. I can agree that sometimes luck works in our favour and that is exactly what happens, they are however rare. You see, the bullet-point might be correct to some extent, but you can only see part of the view with bullet-points. An actual tactical or strategic business setting is properly set in a SWOT analyses. If it is a serious action, that is what you need, because the boss requires the opportunity, yet he must also know the threat and the weakness. Some decisions are merely based on the balance of merits; do the strengths and opportunity outweigh the weakness and threat? That is the game we face in most business ventures and as they move forward. The Netflix balance, the ‘Nine+Fairfax=NEC’ setting, the setting that we saw in Natixis, Ubisoft and Verizon. The last one is apparently not focussing on big Mergers, that is, until we get the allegedly implied news in upcoming October, when in the black out period of Verizon Hans Vestberg will make an interesting announcement. This is not merely about the ‘fast-growing global market‘, this will be about the upper hand and those with the data will have the upper hand, plain and simple.

So when we go back to 2018, where the state of the union treated us to ‘President Trump claiming the military defeat of ISIS‘, yes, also I have a bridge to sell you, nice view of the Tower of London, going cheap! In that same setting we see the New Yorker giving us: “Trump was holding a press conference, a few blocks away, with the Presidents of the three Baltic states. He was visibly angry when asked about Syria. “I want to get out,” he said, his voice rising. “I want to bring our troops back home. I want to start rebuilding our nation. We will have, as of three months ago, spent seven trillion dollars in the Middle East over the last seventeen years. We get nothing—nothing out of it, nothing.” He called it “a horrible thing.”“, here I have to say that he was not entirely incorrect. There is no return on investment. In a war against terrorists, unless you are willing to become, or unleash the monsters, any fight against monsters is a cost, and will remain a cost; there will be no return on investment.

Unless you are willing to properly strike back, this fight will go on and on. The events in the New Yorker were in April 2018, three months after the so proclaimed not really existing victory. The New Yorker brought the news one day after Haaretz gave us: ‘Trump’s White House Says Military Mission to Eradicate ISIS in Syria ‘Coming to Rapid End’‘, a rapid end and not in a good way. Haaretz also emphasises on “Trump said Tuesday that he expects to decide “very quickly” whether to remove U.S. troops from war-torn Syria, saying their primary mission was to defeat the Islamic State group and “we’ve almost completed that task.” Trump’s national security team is advising against a hasty withdrawal even as he makes his preference clear: “I want to get out.”“. that was the setting in April, now a mere 84 days later we are treated (at https://www.theguardian.com/world/2018/jul/25/dozens-dead-suicide-attack-syria-sweida-isis) to ‘Surprise Isis attacks leave more than 200 dead in south-west Syria‘, several credit cards will not charge interest the first 90 days, not ISIS, the interest was served quick, to the point and basically deadly precise. The by-line giving us ‘Suicide bombers strike targets in Sweida city and launch simultaneous raids on nearby villages‘. That is the setting less than 24 hours ago and the directness of the attacks imply that we will see more over the next 4 days. This is not a quick hit and run, this is a message to President Trump that his Trumpet is false and full of lies.

As we are confronted with “The militants are also believed to have kidnapped dozens of people and taken them back to their hideouts. Local sources said the attacks began almost simultaneously in the early hours of Wednesday, between 3.50am and 4.30am“, we see a setting of coordination, creativity and direct action. Not merely proving that the State of the Union setting was wrong, it is a setting that implies that a lot more resources are required. In addition, it also proves that we need to shift gears and reactivate the monsters that can take care of business. This is not the theater of Chicago windy city makers; this is the battleground of people like Academi and the Wagner group. Yes, there is a case where it might be better that the actual governmental military organisations do the work, but it seems that America did not have the stomach for it, the Europeans and NATO are locked in everlasting debates and Israel is eager to stop it all, but that means a direct was with Syria, which it prefers not to be in. So there are not too many options at present. Even as the media at large is setting the stage on a Putin-Trump option, we see in equal measure on how Assad won and Trump is fine with that. We get loads of writing, but none of it reflects a solution and with all the papers all printing the same photo, all claiming a death count that is somewhere between 200-220 we are told that the count is high, yet they do not give us that this happened 35 Km from Jordan, 90 Km from Damascus and 90 Km from Israel. I think that the message from ISIS is clear. There is an issue; ISIS is still a player in the region and yes, from all we can tell ISIS with this one act melvined President Trump pretty much on the spot.

Yet everyone’s question will be how to counter this and deal with ISIS. From my point of view we see a setting that cannot be resolved the way it has been, it requires a different scope of activities and a very different level of investigation and intelligence analyses. That evidence is seen in the way the surprise attack went through and pretty much every part of it was a success (form the ISIS point of view), giving is to wonder how incomplete the current level of intelligence data is to begin with. We were aware that there is too much intelligence ego in Syria (or Iraq for that matter). Even now, in the last few months as sources go out and admit (or proclaim) intelligence failures in Israel, the US, NATO et al. Even as the Syrian nuclear reactor is the most visible one, the quality of the workers gathering the data, often in am allegedly precarious double agent setting tend to be not the greatest sources of intelligence. A less reliable source is seen in open source intelligence where we can get a taste of some things happening, but for the most the reliability is too low to be of operational use, even after the facts deeper digging tends to show issues that after the fact seemingly it could only have contributed towards failure, not towards success.

Iran is the second setting where some go from the balance of probability in a algorithm setting that dictates the tactical push forward, yet the people involved tend to forget the oldest IT setting in any data analytical collective where the protocols of GIGO are in effect, a given law that dates back to 1982 when I was in the Middle East for my own adventure. I always see (or better stated I have seen too often) that the officer’s response of GIGO would be: ‘some of it can be used‘, yet the setting Garbage In Garbage Out is merely the setting that as Garbage was accepted, all data involved becomes tainted, or is tainted. Those who bring you ‘some of it can be used‘, tend to rely on the creation of truths by aggregating false flags. So the setting where: ‘he never relies on computers’, we get ‘must create notes on their intelligence’. The one setting where he does not use computers because the person was dyslexic was overlooked. Aggregated data can be useful against the singular observation in a timeline, it gives the unit against the volume, but if one false flag was false, the others lose value and the column setting is no longer reliable. GIGO is devastatingly simple and pretty much always a given truth (or is that a confirmed non-false?), yes, I am at times that funny.

this now takes us to a setting almost three weeks ago in the Washington Post (at https://www.washingtonpost.com/news/made-by-history/wp/2018/07/09/russia-and-the-u-s-have-common-interests-in-syria-but-it-may-not-matter), where we see: “Last week, national security adviser John Bolton said that the meeting could offer a “larger negotiation on helping to get Iranian forces out of Syria” and that an agreement could be “a significant step forward” for U.S. interests in the Middle East“, it is a statement that I cannot agree with. You see, even as Iran in Syria is an issue for Russia, it is not the same where Iran is an American problem, pure and simple. Russia has a setting where it wants to waste as much of the resources that NATO and America have, plain and simple. There is plenty of data proving that. I have nothing against John Bolton, I do not know the man, but I know he has been out of ‘circulation’ for almost 12 years. He is however not that devious. He sails a straight course (a commendable setting), in this he was always against the Iranian deal, he has been advocating regime change for both Iran and North Korea. It does not matter whether he is neoconservative, pro-American, or a nationalist. The settings that are clearly out and visible is that he has placed his country before his personal interests again and again and that is always a good thing (a lesson Democrats should learn at some point), yet when we look at Politico (at https://www.politico.com/story/2018/07/25/bolton-cabinet-meetings-mattis-pompeo-trump-740429), he is also doing something dangerous. It is seen in part with: ‘Cabinet chiefs feel shut out of Bolton’s ‘efficient’ policy process‘, followed by “Defense Secretary James Mattis has gone so far as to draft a letter requesting the national security adviser hold more gatherings of agency and department chiefs“, this is followed by ““He doesn’t want to ‘meeting’ an issue to death,” said one White House official. “He wants to make the bureaucratic process more efficient so that decisions can be made at the principals level.” But across the U.S. national security establishment, there’s a growing sense of a breakdown in the policy process since Bolton took over the National Security Council on April 9“. From where I am sitting, it creates a different friction. The different stations always had their own way of registering intelligence and it is in the misinterpretation of each of the used Thesaurus, that is where the data gap is starting to form, an international data point is not seen the same by the NSA, DIA and CIA. This gets me to my party favourite, what is another word for ‘Thesaurus‘? It is funny when you think of it, because as there is no synchronicity between Defense Secretary James Mattis, Secretary of State Mike Pompeo, Director of the CIA Gina Cheri Haspel and National Security Advisor John Bolton, they only think there is synchronised thinking (they nearly always do). So now we have the hats of the big cheeses in a similar direction, but not in the same direction, it gives us the issue that there are losses, losses in intelligence, losses in data and losses in translations, and lets not forget an overall loss of quality. That tends to be a much larger problem, and that problem will hit the desk of Director of the FBI Christopher Wray a little sooner than he bargained for. It also sets a very dangerous precedent. You see, it is mishaps like this that caused the deaths of Ambassador J. Christopher Stevens, Sean Smith, Glen Doherty and Tyrone Woods. I see it as a setting where people that need to act are getting more than one version because of the lacking intelligence cohesion, which was never great to begin with is now in a setting of decay. I get where John Bolton is at, but the red tape has one setting which is intelligence quality, that is now too in a stage where the Dodo went. You see, the politico quote ‘cutting unnecessary bureaucratic red tape, pushing the nitty-gritty discussions to lower levels‘ shows the foundation of a good thing, but pushing certain issues to a lower level also means that the accountability and responsibility is brought down, whilst at the same stage, the essential lack of security clearance at that level also stops optional security leaks and as such some information will not be available at lower levels. So if ISIS decides to become surprisingly creative again and we see in a future news setting that they decided to visit Al-Umawyeen St, Amman, Jordan, We will see an entirely new escalation, one that President Trump cannot walk away from, in equal measure, if the changes by John Bolton enabled that scenario, we will see another setting where a National Security Advisor will immediately go into retirement and focus on his family life (the present assigned young-ling is 69 after all, so that excuse will be readily accepted).

So the shorting of the memo’s relying on bullet points, whilst setting the strategic placement of people to be placed at the point of a bullet is not so far-fetched, is it? Even as we will soon see that this gets paraded as a once off event, a rare option where ISIS got lucky. Remember that this was not merely an explosion. It was that, in addition the abduction of people and activities in other places as well that it all went down at the SAME TIME. It was not merely coordination; it required funds, facilitation of events and goods that were available at the right time. Should you consider my folly (never a bad thing to do), consider the one setting that we did not get to see in the news. The distance from the Zaatari Refugee camp to Al-Umawyeen St, Amman, Jordan is a mere 60,224 metres; I have actually walked that distance, so when we consider the dangers in place and we accept that there are ISIS sympathisers in Zaatari (we do not know how many), the one issue that the US cannot allow for is any more miscommunication between intelligence operations. On the plus side, if it does happen, Hollywood can do another movie, John Krasinsky was awesome in the Benghazi story, and he could prepare his Jordanian language skills if he reprises his role at: The Markaz, Arts Center for the Greater Middle East 1626 N. Wilcox Ave, Suite 702 Los Angeles, CA 90028.

You see there is something in this setting for everyone, whilst me successfully avoiding bullet points until the very end, how crazy was that?

#BulletPointsAreAlwaysInaccurate

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Circling the wagons

I had not expected a follow through on yesterday’s thoughts, but here we are. It seems that there is a business dispute between UKTV and Virgin Media. The Guardian (at https://www.theguardian.com/media/2018/jul/22/four-million-virgin-media-customers-lose-uktv-channels-dave) gives us: “after Virgin sought what UKTV called a multimillion pound cut in fees, leaves fans of shows including Judge Romesh, Harrow and Red Dwarf unable to watch some of their favourite programmes“. Let’s be clear, this is a business decision, so when Virgin wants a 7 figure fee cut, there must be something behind it, should there not? In addition, we need to offer in opposition, that reporting on (as quoted) “According to UKTV, “around 4 million households” were no longer able to access the channels after the midnight deadline passed” should also have an impact on advertising, as you are broadcasting to 4 million less viewers, so there is that in the mix too. Is it merely pricing?

The quotes: “Virgin Media has accused the broadcaster of seeking “inflated sums” to provide its paid channels and linking those to provision of free channels such as Dave and Home“, as well as “Steve North, the head of comedy and entertainment for UKTV, said the company provided thousands of hours of on-demand content to Virgin, with viewings of its programmes, such as Taskmaster, via the service up by a third over the year“, finally we need to add the part mentioned much earlier in the story. With: “The BBC holds back the video-on-demand rights to its programming, instead selling them to players such as Netflix. Virgin Media said this strategy was no longer acceptable as viewers expect to be able to watch shows on demand” we see a linked part in all this, and perhaps also the part where Virgin Media dropped the ball. You see when we see ‘viewers expect to be able to watch shows on demand‘, which I thought was a silly thing to mention, because of the mere fact that Virgin Media was unable to manage the expectations of their customers is a much larger fail. It is a first duty in support and customer care to manage expectations, some use SLA’s, some use other methods (like pricing), but managing expectations was never on the plate of UKTV. We can argue in addition that as viewing was up by 34%, fees would go up, but in addition, so would advertisement revenue. When you report that programmes are watched be an additional 34%, you have an advertising selling point. The question becomes was this merely about fees?

The BBC mentions the Netflix challenge, as well as a picture of a relaxed Greg Davies sitting in a chair (who is apparently no longer trying to destroy the city of Tokyo). Yet the article gives us two points, the first is: “On Twitter, Darren Woodward said he was “gutted” not to be able to see Taskmaster, while Tom Langdon was one of a number of subscribers to wonder whether his monthly bill would be reduced because they could no longer watch the show“, and the second is: “Richard Blunt from Birmingham told the BBC: “Practically all the stations we watch on Virgin have now been withdrawn. I think we will give it a couple of weeks, hoping that the decision is reversed, before deciding whether to stay or to go.”” The entire setting could now escalate in very different manners, not all good for Virgin, actually none of them good for virgin. Even as the Guardian article ends with: “The 10 channels are still available on other TV platforms including Sky, BT, Talk Talk, as well as Freeview and Freesat. Viewers can also watch them online via UKTV Play“, we need to see that this is merely a first step. I personally believe that UKTV has figured out a few things and in this, it has options that go further than merely a fee. The fact that 4 million users are in a setting where there is 34% growth, that is a section that Netflix (and others need), so this is not merely about money, I believe that there is a shift happening. I knew that this would happen, that part is clearly seen in the Netflix pressures. That we would see it shown the very next day was not on my calendar.

So when I decided to dig a little deeper, I found an article (at http://www.gizmodo.co.uk/2018/07/uk-tv-networks-are-looking-at-creating-a-british-netflix-to-combat-falling-viewing-figures/), which gave us 5 days ago: ‘UK TV Networks Are Looking at Creating a ‘British Netflix’ to Combat Falling Viewing Figures‘, so was that a self-fulfilling prophecy or not? So as the article ends with “BBC News reports that the BBC, ITV and Channel 4 have already had early conversations about the possibility of working together to create a combined streaming service with the potential to compete with the likes of Netflix and Amazon Prime TV. Whether such a thing will come to fruition currently remains a mystery, but considering the shifting trend to online media, it seems a likely step that broadcasters will eventually have to take to remain relevant“, we see exactly the play that seems to be unfolding now, and from the pressures shown, there is every chance that through pressures applied, this new venture starts with a rather delicious slice of 4 million viewers leaving Virgin. Even as some stated that they will see in a couple of weeks, the sooner this shift happens, the more power Virgin loses, implying that Netflix will not merely grow business, it has the option to grow an advertisement branch much larger overnight as well giving them more options.

Even as we agree that some changes are about to happen, we need to realise that the UK will have a new venture in ‘package deals‘. The quicker that Sky TV and other shops include the UKFlix side of things, the quicker momentum can be gained. It is in this setting that it can grow in the UK as well as gain momentum in Western Europe, where UKTV has always found happy recipients of the series that UKTV fathered and promoted.

It does set a new tone on where places like Virgin Media are going. The UK always had a little saturated niche in all this, the fact that the Netflix equation unsettled the walls in place making it a dog-eat-dog battle field, is both good and bad, the good is that overall the pricing will become interesting to households, the bad is that those with the larger budgets can overturn whatever independence remains. It will be a fight where those with the biggest wallets will be able to out buy whatever is in play and that is not always the positive outcome for households on a budget. The issues that follow soon after that is as one is diminished, how far can it go abroad? The direct setting for the Netherlands, Belgium, France and Scandinavia is also added to the board, because a shift like that tends to move outside of the borders. for example in Sweden where 50% is set by SVT1, SVT2 and TV4 gives options for growth, especially when you consider that Disney and Fox each have less than 1%. The same we see in Norway where 50% is with NRK1 and TV2. They are all markets with options for growth; from an advertising view Norway is more of a nightmare. The two large cities merely represent 14%, whilst the villages 11th in size and smaller are less than 50,000. This is different in Sweden where the four largest cities are 25% of the population and a chunk of the smaller places are still a lot larger than most places in Norway, Sweden has twice the population, but they also have that population in larger communities. These are all elements that have an impact on growth, so that is one side and merely one side. You see Netflix and their methods are rubbing off on the other players and that is where Scandinavia becomes a much more interesting market. The land that gave us Maj Sjöwall and Per Wahlöö and their fiction in the 60’s and 70’s; the land that had Pippi Longstocking and the White Stone for the kids, whilst giving the adults Beck and Swedish Dicks is a treasure trove of IP and that is very much on the mind of the decision makers behind the screens. You see, getting the right IP is half the distance towards profitable series, and there is plenty to find in places like Scandinavia and Australia. They have built quite the score list. That setting needs to be on the forefront of all the board member minds. Getting decent writers for new series is one thing, resettling an existing gem comes at 40% less cost, whilst upgrading a series to today can score places like Netflix millions of viewers with minimum expenditure, when we consider the 8 billion that they are setting in now, delaying one series and replacing that with 10 retrenches that are unknown in the bulk of their places is a way to quickly fill needs, to up the amount of IP and the value it represents as well as open up new doors to other ventures. You merely have to see the impact of the TV series Humans, which got the makers the British Academy Television Craft Award for Best Digital Creativity, as well as a 94% rating is what matters to those in the boardrooms and even as they missed out on Humans, there is plenty to find in some of these places. The relaunch in Sweden of Beck is one part, getting that to the Netflix audience is potentially an additional market to tap in to. In the end, merely buying IP is an option and I personally see is again as short sighted, it is the interaction and engagement of these markets where new innovative IP becomes an option. You merely have to look at the past on the history of the 70’s series Kung Fu to see that the creation of IP that shines for decades is seen. And they are not alone, especially when it comes to TV series for the younger viewers. Sweden had several series like the ones mentioned earlier, the Dutch had the still immortal ‘Kunt U mij de weg naar Hamelen vertellen meneer?’ loosely based upon the ‘Pied Piper of Hamelin’, even as the materials were lost over time, that TV Series is still remembered 48 years later, that’s IP that sets a provider apart from all the other players! As such growing interactive markets, not merely acquiring IP, whilst at the same time investigating what IP is close to readily available is what pushes the Netflix investment invoice of $8 billion a year down, whilst creating content that will be around for a long time. As I mentioned in yesterday’s blog ‘Chivalry vs Rivalry‘ (at https://lawlordtobe.com/2018/07/22/chivalry-vs-rivalry/), we need to consider “The value of those rights has now spiralled, which has pushed up Netflix’s content budgets and fuelled its drive to produce its own content“, that is still going on, so the one moving fast into areas and setting the stage to acquire the IP, that is where it will be at in 3-4 years, so whomever moves now ends up having the home field advantage, giving additional rise to production settings that are currently a steal at twice the price, yet as the impact of digital content and growth becomes more and more visible, the other players will circle their wagons faster and more determined to get either much better prices, or become players in this field themselves. the moment that all this IP hits 5G and goes global, at that point the entire game changes for all the players involved, so getting there sooner is what it will be about and from what I personally expect that visible push will be all over the news with some frequency no later than 2019.

 

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Chivalry vs Rivalry

The news is still hanging onto several things that are playing. This is not a bad thing; this is the setting as news moves forward and remains news. Even when we consider the events in Saudi Arabia, where we get the Guardian quote: “Saudi Arabia has rushed to boost oil production under pressure from US President Donald Trump – only to discover that global markets might not need it yet, according to some financial experts“, we see that certain players do not tend to use a presidency as a tool, so the quote might be correct, but there is a game in play, played between Donald Trump and Wall Street. So far it works, because everyone thinks he is an idiot, that is the popular story, but I am not convinced. This is direct and it is with purpose, so something else will rear its ugly head soon enough. Yet this is not about that. You see, when it comes down to chivalry versus rivalry, we see that chivalry is dead, it has no place anymore. Even as Saudi Arabia wanted to come to the aid of America, we see the news that “the Saudis are struggling to sell as much extra oil as they’d hoped and are privately fretting that they may have opened the taps too quickly, according to people briefed by Riyadh in the last few days“, it this merely an American ply to keep the reserves maxed so the President can haul away a cheap political victory as heating prices remain low this coming winter?

Even as the Independent offers: “Societe Generale’s Mr Wittner, said: “We have hardly started to see a reduction in flows from Iran. Though there’s a lot of crude coming out from Saudi Arabia now, spare capacity is really going to be the big issue going forward. And spare capacity is getting very tight very quickly.”“, I am not convinced that this is about Iran; this is about keeping prices down over the next 8 months. The flow fall of Iran is merely a nice bonus. Even as we start on oil, we now see that a similar fight is going on in entertainment, the actual issue. In the light of Netflix against the world, we see a few changes that are now more adamant and also impacting us all. The Guardian starts the event with: “Below-par subscriber numbers last week were bad news for a service that must keep growing to survive. How will it respond?“, yet the story is not there. You see, from my point of view, 100 million subscribers is nothing to sneer at and the saturation makes new members a much harder setting, it is by no means the setting for a down draft. Even last week, when I wrote ‘Pushers of media value‘ (at https://lawlordtobe.com/2018/07/17/pushers-of-media-value/), I was confronted with several responses, that I was crazy, that there was no saturation. Yet now we see in the Guardian: ““Netflix’s big challenge is maintaining growth worldwide while its customer base saturates in core western markets,” says Richard Broughton, analyst at Ampere. “Netflix is having to work ever harder to gain new subscribers.” The low-cost nature of the streaming service – a premium subscription costs £9.99 per month in the UK and $13.99 in the US – means that it needs inexorable growth to pay for its content“, so apparently with ‘while its customer base saturates in core western markets‘ my setting shows to be the correct one. Now that we have that out of the way, and for now I ignore the one market that Netflix ignored in the UK and a few other places, worth close to an additional £15 million a month, we see that Netflix is for now all about the “it costs a lot of money to attract a Hollywood star such as Will Smith to a sci-fi film like Bright – and in recent years it has been raised by about $1bn annually. Netflix is stuck in a costly and precarious cycle“, Netflix has chosen a short term solution that will go nowhere in about 3 years.

It is the setting of the man who makes a deal with the devil, to bring 10 souls a day to stay out of hell, and accepting a 20% annual increase, as a sales director he accepts it, because he knows it can be done, yet souls are not revenue and in 3 years he needs to have accumulated 12,230 souls. After 6 years it is up to 34,200. A setting that started with 10 souls has now been increased to 25 a day, no option to fail. Greed is like that, it has no problems, because in the end the house wins or collapses, until the second happens, all serving the house are in a spiral of servitude with sliding morals. You see, the first 10 years seems fine, but after 10 years the daily soul quota has gone up to 51 a day and after that it gets interesting with decennial party where 319 souls a day will be required. That is the game everyone forgets about, steps absent of long term vision with in the end the executive having to hand over his soul, no matter what. The house of greed always wins!

Netflix is now in that downward spiral, not when it comes to members, but the setting to gain followers, set against the tides of resources, that is the war they cannot win, not until they resist temptation and take it to a very different level. They have the option and the means, but will they be willing to take the plunge?

Rivalry

This is the setting of greed, rivalry is everything, because now that Netflix has shown the value, now that the others are seeing that the setting is not merely revenue, it is massive profit for the one holding the data, that is the setting that we now get with: “Netflix was able to get hold of the rights to TV shows and films on the cheap. Rights owners and future rivals had not identified the global potential of subscription video-on-demand rights, and Netflix prospered. The value of those rights has now spiralled, which has pushed up Netflix’s content budgets and fuelled its drive to produce its own content“, there are solutions and the nice part is that both the UK and Australia have a leg up in all this, they have an advantage if the proper person gets the parties working together, but can they realise the potential that is still out in the open for the next person to grab?

I am certain that the issue is there, but sees it? I am not giving away the plot here, because there are three aces up for grabs, the question is whoever holds the fourth ace is in the running to get the clean sweep. Yet, the second party is Netflix, are they up to the task to get set up for the chop? That is the game, it is not merely winner takes all, failure is at this stage slightly too dangerous. It took me a day to realise the opportunity, because even as an IP master, I had to wonder how far it could be stretched, yet it can in the Commonwealth and as far as I can tell in the US as well, so this gives Netflix the option, however, to get this up and running, they need to truly focus. It cannot be half baked!

The next pitfall

With “Youth-targeted shows such as Stranger Things and Thirteen Reasons Why have been major hits, but Netflix faces some of the same pressures caused by the rapid generational shift in viewing habits“, that is true, but in that same setting, we see that in some cases everything old is new again, so there is space and place to grow and to do that, a first step is needed, but are the shareholders willing to play the longer game, a game that could potentially grow value by 400%? The long game is not something that shareholders are good at. They believe in short term gratification (not just on 42nd street mind you), so the game is optionally out of the hands of the Americans, giving the UK and Australia now a partial advantage over America on the entertainment business and there is plenty of famous entertainers here, beyond the Australian King and Queen (Geoffrey Rush & Cate Blanchett). This gets us to the final part in all this. The quote “Netflix’s long-term strategy is that it has to increase its revenue from subscribers; it needs to move into those content genres to replicate the journey of traditional pay-TV companies,” says Mulligan. “You need a full suite of content if you want to be a real substitute, not just an additive service.”” we see here is a dangerous one. I do not completely agree with Tim Mulligan, analyst at MIDiA Research. You see, he relates Netflix back to TV, yet we all forget that Netflix is not merely new, it is in a position to become more than: ‘the large new kid on the block‘, yet what Tim fails to see is that Netflix is optionally the new cornerstone of entirely different block, Netflix has been setting new grounds, but the inconceivable still exists, Netflix and rivals have the option to become the rulers of Tinsel town II, a setting that scares Hollywood and the large players in cinematography. They know that this is still a reality that they face and it makes every analyst take a 90 degree turn, but the reality is that short sighted on what makes for any Tinsel town is the opportunity that hands Netflix the goods. Whilst the realisation of avoiding ‘value of those rights has now spiralled, which has pushed up Netflix’s content budgets and fuelled its drive to produce its own content‘ is clearly there, the fact that no one sees the options available is equally disturbing, are they not seeing it, or are they too scared and pushing away FROM it, two very different realities. and one is a steal to own if you see beyond the 4 lines that makes the square that some analysts put you in, realising that lines on a map mean nothing to the map itself, only then can you embrace the new course where those talking the leap have an option (if ALL the conditions are right) to become the new rulers of a market no one saw coming in the first place.

That is what separates the visionaries from the second rate followers.

 

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Pushers of media value

We all heard of the name ‘pusher’, usually it is seen in the drugs community. People who prey on children and weak students with: ‘try this, makes you feel good‘. Knowing that as their customer base increases, he can continue his lifestyle of booze and bitches, because that is his only priority, to feel good and to live like a rock star at the expense of everyone and anyone else. So when I saw ‘Alarm for Netflix as shares plummet on worse-than-expected subscriber growth‘ (at https://www.theguardian.com/media/2018/jul/16/netflix-subscribers-numbers-forecasts-wall-street) and was confronted with both “But it also warned that subscriber growth in the current third quarter would likely be around 5 million, again below analysts’ expectations of 6.3 million“, as well as “spooked investors and suggested the company’s explosive subscriber growth may now be slowing. Netflix shares fell 14% to $346.05 in after-hours trading in New York. For the second quarter, Netflix reported a profit of $384.3m, or 85 cents a share, up from $65.6m, or 15 cents a share, a year earlier“, I wondered what the analyst had to offer that gave rise to the situation.

In a world where we see that the quality of life is down, where we are struggling to merely pay the rent in some places, in that world where we learn that “Netflix has almost reached the 100 million mark for streaming subscribers, thereby more than doubling its subscriber numbers from the start of 2014“, so the numbers are showing us an almost 25% year on year growth, that is pretty amazing in many settings.

In this day and age, getting over 10% growth is pretty well done. We all recognise that 100 million users might not be that much on one side, yet the entire business is set against a facade where there is more to the picture. Still, in this the entire setting a 14% drop seems a little extreme. It is set against what I regard to be the pushers of the world (also known as analysts). I have had issues with these analysts before; they are like the drug pushers of Wall Street. They might not see it in this way, but I do. In this setting when we see “that subscriber growth in the current third quarter would likely be around 5 million, again below analysts’ expectations of 6.3 million“, so explain to me where they got that 6.3 million new subscriber issue? Where is the evidence that expected 15 people from Hoboken New Jersey decided not to become a member? Sickness, getting laid off, hospital cost, daughter getting married, all optional reasons where 15 people decided on not becoming a member, now set that number in EVERY zip code in the United States. We can go on with the thousands of additional cases in the US alone, yet the wisdom of some person telling us that a mathematical model should have produced another 1.3 million uses cannot be vetted is merely the setting of a person giving a speculative result and that speculator is the cause of a 14% drop in value?

Now, we do understand that Netflix has responsibilities and with their expected growth is of course linked to the content they can afford to buy. So when I see “Netflix is expected to invest as much as $12bn on content this year, but could face growing competition in the streaming market. Apple is upping its spending on original content in video, music and publishing to $4.2bn by 2022 from $1bn this year. Amazon is expected to almost double its spending on original content from $4.5bn to $8.3bn“, there are two issues. The first is that if we quadruple the quarter and consider the 1.53 billion in profits (or expected profits) for 2018, how come that this year the acquired spending is $12 billion? We get that content is a long term pay off and all the movies acquired now will fuel the customer base for a long time, yet the fact that the profits merely represent 7.5% of the annual content spend is very unbalanced. It also gives us the additional setting that the 1.3 million additional members would not have made a dent there. The setting is fishy and it does not add up. Now, we can all agree that such services are perhaps a lot more complex, but the value long term is also setting the pace that something does not seem to add up. To see that picture we need to realise that Netflix realised well over $11.5 billion in revenue last year alone, so by giving you this, the $20 billion is not only no longer a stretch, it implies that Netflix still ends with $1.5 billion of pure profits, that is nothing to be sneered at, and in that light the spooking of the shareholders make less and less sense and in this, the entire analyst setting comes to the foreground once more, especially when we also add the one small fact that Netflix has $19 billion in assets. It is even more puzzling when we add the NY Times findings with “The company also saw its net income rise to $130 million, well over last year’s third quarter total of $52 million but short of the $143 million that Wall Street expected“, again the analysts now imploding, or is that setting back the market, whilst the records are still showing enormous growth, we see that dark cloud called Wall Street stating that it should have been better. There is nothing that shows evidence of the numbers that Wall Street holds others accountable to. In a system that is unrealistic, punishing realistic growth is not merely dangerous, it tends to be counterproductive in the end.

An additional part seen in the NY Times is now giving another light. They gave “Netflix already outspends its rivals, including HBO, FX and CBS, while Apple has recently signalled to Hollywood it would spend more than $1 billion on original content“, whilst the Guardian treats us to “Apple is upping its spending on original content in video, music and publishing to $4.2bn by 2022 from $1bn this year. Amazon is expected to almost double its spending on original content from $4.5bn to $8.3bn“, so the other two players are also spending billions in a market that is short of resources creating a bubble and bubbles are never good, so then the question becomes, is Wall Street intentionally creating bubbles to overinflate the mess and then short sell the cycle to make it implode in the future?

The fact that three players will represent close to $4 billion a year, each year is already a signal that the big screen, through internet or big screen itself is still flourishing, as the IP is brought through different ways, the only way will be up. So when we consider Australia who gives us “Netflix Australia starts from $9.99 per month for the entry-level, single-stream standard definition package, all the way up to $17.99 for the deluxe, 4K quality, four-stream package“, we see the simple selling point that a month of maximised streaming is close to a mere cinema ticket. That is the simplest of selling points and when we consider that, when we consider that this is not merely on that level, but that the setting also needs to fit the bandwidth that people sign on for, some will not charge Netflix, some do. That is also an influence. So there is more than one player that impacts the Netflix subscriber, all elements in that equation and some we can predict to some extent, but we remains in a setting where the analysts all claim that predictions were outclassing achievement in a place where growth is pretty sweet, it does not add up and that might just be me.

Yet this is where we get the Washington Post with ‘Netflix’s subscriber growth slows, panicking Wall Street‘, this is where we get to the golden egg, the part that Americans never understood, not in 1994 when some made claims on ‘saturation is a myth’, giving us an example with an elastic band, showing that 20% stretch again and again is possible and not today when we see that especially in Australia where housing prices in the big cities are through the roof, where we see that making a budget work is to cut out all extra excesses. In that setting many people can’t merely afford the $18 a month extra. That is supported with: “Professor Muir said it was important to realise that not all of those who live in poverty were unemployed. “One in three people who are living in poverty actually have wages, so we have challenges not just about how we make sure people have jobs, but we also want people to have stable jobs,” she said“. So we have an Australian setting where 1/3 is in poverty and a chunk of that has an actual income. So at that point, who of those people will have Netflix? Will they be willing to sacrifice two meals just to have Netflix? This is not a setting that is only seen in Australia. In America the UC Davis center for Poverty treats us to the setting of a few important characteristics of the 50% percent of minimum-wage earners with an age that is 25 or higher, 50% has a part time job. They have an average family income of $42,500 per year. At this stage it comes down to 20%-25% that live in poverty, when you consider that in 2016  around 43 million Americans were living in poverty, how much of an influence does that stop others from spending sprees outside of the Christmas season? When you see the hardship of anyone in your street, a person who works, fights and does whatever he can to feed his family, often both working, still not making the bills go away. How long until others start to save for the rainy day? I believe that these people are set to the economy as missing values. They do not matter, but they are still part of the total count. I personally believe that there is intent.

When we look at Wiki for a quick explanation, we get the optional view of an economic bubble with the text: “One possible cause of bubbles is excessive monetary liquidity in the financial system, inducing lax or inappropriate lending standards by the banks, which make markets vulnerable to volatile asset price inflation caused by short-term, leveraged speculation“. Yet what happens when it is not the ‘financial system‘? What happens when a bubble is pushed through analysts on the places like Netflix, creating friction with investors that apparently get spooked when a company still reports an optional 1.5 billion annual profit? So what happens when we see ‘volatile asset price inflation caused by short-term, leveraged speculation‘? Now take the leveraged speculation, asset price inflation (due to Apple and Amazon in the market) and it all suddenly implodes as all the analysts stated that Netflix could have easily gotten a million more subscribers that quarter. I hope that you get the drift now!

I am no Netflix fan (I have nothing against Netflix either). I always preferred to watch the big screen whenever I could afford it. I prefer to buy the season DVD/Blu-ray of a TV series I enjoy, that’s how I roll. Some prefer Netflix and that is fine by me too, whatever loads their canon, I say.

So when we see the Washington Post treating us to “they could validate investors’ fears of a company in slowdown mode for the first time in years. Wall Street has already been watching closely as Disney ramps up its subscription-content efforts and HBO, under incoming owner AT&T, is adopting a new strategy to compete“, we are treated to the setting of Pluto and two other dogs competing for the same bone, it is called market saturation and I have had the impression for the longest of times (around two and a half decades) that Americans either do not comprehend that part of business, or they merely do not care and ignore it. Now, we understand that at such points, the stock value of Netflix slows or even halts, yet to see a 14% drop is equally weird, which leaves me to think that Wall Street and all their analysts are in a bubble creating setting, which I believe has been going on for the longest of times. Do I need to remind you of Moody’s and S&P regarding the 2008 events? In the end they paid a fine, but compared to the damage done, it was miniscule. So when we take a step towards FLETC and the ‘Economic Crimes Investigation and Analysis‘ parts. They seem to be all up in arms for investigators, auditors, analysts and individuals serving as direct law enforcement support personnel who provide a foundation for fraud and financial investigations. Yet, when we look closely, how much effort has been done to investigate the Wall Street Analysts and other analysts who seem to be tweaking the expectations?

So when we look at the FLETC syllabus and see: “Successful completion of the ECIA will enable students to:
(1) identify various investigative techniques that may be used to investigate economic crimes;
(2) identify evidentiary documents that may be used to prove the source and disposition of monies;
(3) demonstrate how computer software may be used to organize, analyze, and present information;
(4) identify various ways that an accounting system may be used to conceal the true nature of fraudulent transactions;
(5) demonstrate how indirect methods may be used to identify illegal income; and
(6) demonstrate how effectively present investigative findings

Yet as I see it, in all this the global analysts who are spiking the expectations are all considered not a factor and have the privilege of remaining outside of the scope of all this. That also gives us that unless a 2008 version disaster happens; they and their overpaid asses quite literally get to walk away.

So how does that make sense in any universe, especially when we see the damage others faced over a decade?

Which gets us to the last quote in the Post with “Hastings did acknowledge the second quarter has historically been rough for Netflix, noting another under performance in 2016. “We never did find the explanation [for that],” he said“. In this we need to ask, was this merely a real under performance, or was it all based on a flawed algorithm, one that all the analysts using them will happily silence away?

A group of people never scrutinised, whilst a company making a clean billion plus a year is axed by 14%. Some will say it is all logical and that my lack of an economic degree makes it all my ignorance issue. Yet the Margin Call quote “2 and 2 no longer makes 4” gives the indication that it was not math and according to the math involved the 14% cut is optionally wrong, yet the reality of bubbles and the intentional creation of them is set on greed and that is the one thing that Wall Street thrives on and I wonder how closely some of its players are actually watched, more importantly, once proven, will the events actually be acted on, or will they merely receive a $401K fine in the mail?

 

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The E3 end is nigh

Yes, we are 24 hours away from the end, the end of the 2018 E3. Now it is time to see how the chances of my earlier predictions are. The biggest player involved is Nintendo. From the very beginning two years ago at that E3, we were shown something new and it was clear that Nintendo had a winner. That one presentation gave us the goods. No matter how we all sliced it, we were not ready for the tsunami of acceptance from players on a global level. I think that not even the big bosses of Nintendo had a clue just what kind of winner they had. So as we saw how sales records got crushed, I saw the issue and the nightmare that Microsoft faced. The most powerful console in the world would be surpassed by the weakest one. My lifetime view of fun over hype got proven correctly against a console with a few hundred million dollars in development. Now we see how far the 26 titles are coming. Nintendo started with giving us the party and group games, all focussed on having fun, as well as a linked new Pokémon games where the game can link to your Pokémon Go mobile games and get across the Pokémon’s caught, it is a game changer. We also saw a game that allows 4v4 multiplayer, so as we are seeing on the more and more Switch abilities, we are shown a path where Nintendo will increase its sales in the near future by a fair bit and of course the free Bethesda games were announced, as well as Wolfenstein 2, Fortnite (another free games), Battle Royale (out now) and a lot more to come some from new developers, some well treasured games from the Nintendo past. So the second issue I expected is actually becoming a reality, Sony will need to up its game. Nintendo will not overtake them, but it will be able to narrow the gap and as the family fun label is very clearly shown, Sony will without a doubt lose some expected revenue towards Nintendo. So instead of people buying 5 PS4 games until the end of the year, they end up selling 4 and Nintendo gets the 5th, which implies a 20% lessened revenue. The fact that the Amazon top 10 included 90% Nintendo Switch games is merely one piece of evidence. Just as we accept that every Xbox lover will get Forza Horizon 4, the Nintendo Switch will have the same with Super Smash bros. As we were shown ‘everyone is here‘, we are looking at every fighter in Super Smash bros history is in the game, so as you start with 10 characters, you will unlock the hundred plus fighters over the course of the game, and it is not done in a dull way. Each character with personalised attacks, and there is no substitute for Snake sneaking up to Pac-man and Kirby. If only Snake knew the deadly opponents he would face here. If there are parents that want to be the cool parents, you better pre-order this game today, because it will definitely be sold out on day one. Oh, and I almost forgot to mention the massive amount of stages to fight in, controller options as well as amiibo compatibility, this game releases December 7th, too late for Saint Nicholas and Thanksgiving, but in time for Santa Clause (pun intended).

This all before you realise that this is a four player battle arena, so the challenge and the hard-core fun is not going to stop any day soon. So Nintendo brought the goods and then some! So even as this is merely one game, it is the one too many were waiting for. Yet it is not the end of the innovations that Nintendo brings. Free Fortnite was a lovely surprise for everyone, yet the addition is that “you can use any standard 3.5 mm headset for online voice chat, which is a feature that no other game offers on the system“, online chat in a team battle is pretty much a dealmaker, so the Nintendo will be for many the system of choice, especially when they are travelling. It seems that from now on, no road trip will be complete without the Nintendo Switch. Yet, Nintendo left us hanging with too little on the 26 games announced, in addition, there were expectations on the new Pokémon game, but that stayed absent, it is not a deal breaker and perhaps they want to wait for the Pikachu and Evee games to have their time in the limelight, it makes marketing sense, yet at times the E3 is not always about making sense. It is the one part that only Phil Spencer and Todd Howard really got right at the E3. In addition we see the upcoming Starlink, a new Ubisoft game that will be an absolute blockbuster. I can tell you about it, but the Verge will do it better (at https://www.theverge.com/2018/6/11/17449232/starlink-ubisoft-preview-ps4-xbox-switch-e3-2018). Here we see “Starlink: Battle for Atlas takes place in a large sci-fi universe, which spans seven explorable planets that you can seamlessly travel between. Each world has its own wildlife and ecosystem, and there are different factions battling among themselves, vying for control“, a kid friendly mix of Star Wars and No Mans Sky. So as we make a balance on the games, it is clear that Nintendo has the gaming goods that equal what PS4 and Xbox One has, yet all these titles are kid friendly and family founded. It might not seem like much, but it is. You see, there is more and more noise from parents regarding ‘game addiction‘, yet more often they worry about the environment they are in. I am not sure whether it actually is, but the perception is there. So as we see the clarity of the family friendly setting that Nintendo has evangelised for the longest of times, parents feel safe with a brand like Nintendo and that will sell, especially as some kids have exhausted their bandwidth on mobiles before 50% of the month is gone, so the math is exceedingly simple that the Nintendo Switch offers a break even point within 6 months, that too is a selling point, and the absence of bloodshed and violence in Nintendo games makes the consideration for parents a lot easier. These two elements will drive Nintendo sales as well, and now with the upcoming games this year alone, seeing a $375 solution that has all the assuring sides that other consoles do not offer (from a parents point of view) implies a stronger growth option for Nintendo. I personally think that the setting of others is not wrong, but comes at a price. Battlefield 5 feels like it is about overwhelming the player with chaos, the Division 2 is about engaging and the Switch games are about fun. I believe that all three are valid paths, but the Nintendo one is too hard to resist. You see, we all want to engage like in the division, enter the overwhelming chaos of Battlefield 5, yet we are often in the mindset that we just want to have some fun. That path is becoming more enticing to many players and they feel like that a lot more often than before. These players will most likely all have a Nintendo Switch on the side, sooner rather than later. This is what makes the Nintendo the stronger player for now and as the engaging levels of Nintendo remains, that interest curve is the Switch will keep on growing. If there are 20 million Switch players out there today, than the chance of 5 million wanting to get Super Smash Brothers is merely a low conservative estimate. That implies an additional quarter of a billion in revenue before the end of 2018. That is nothing to be sneered at and that is also the clear signal from Sony to up their game, because that many gamers will merely increase the sales curve of the Nintendo Switch soon enough. It does not stop there. Business Insider (at https://www.businessinsider.com.au/best-buy-listing-hulu-netflix-streaming-nintendo-switch-2018-6), several sources are now on the setting that Netflix and YouTube are heading to the Nintendo Switch as well. It changes the game as the overwhelming amount of apps and free games tend to drive sales as well. Consider Fortnite and Fallout Shelter being free games. Now add Netflix and YouTube and this console is becoming nothing short of irresistible. Nintendo played their cards right and that impact will both Sony and Microsoft, there is no denying it. Nintendo got its homerun and we will see lot more Nintendo Switch systems in almost every corner of our lives, it is utterly unavoidable.

We have one more day of E3 and of course the many deals that all the players are offering during this week. Microsoft has been reducing prices by a lot, so did Sony and some stores are giving up to 75% discount on some titles. So this is a great week to get the 1-2 titles you never wanted to pay full price for. As the E3 ends, we will all await the games we want the most to be released yesterday. For me personally it will be Fallout 76, yet there is a whole range of games that would love to play and Nintendo made the desire for the Switch only greater. So even as the Express leaned on speculation with ‘so expect to see Splinter Cell make an appearance with a brand new gameplay trailer during E3‘ and disappointed its readers by being wrong. They in the end all missed the Elder Scrolls 6 teaser and that is why the E3 is an event not to miss and hypes should be avoided as much as possible. What was a much larger surprise is the amount of effort and push that both Ubisoft and Bethesda gave towards the Nintendo Switch. EA was there, but they were expected, a free Fallout Shelter and Ubisoft with Trials Rising and Starlink were not on everybody’s mind and that is changing perception as well. You merely have to watch the hilarious insanity and consider not playing this game. You will most likely fail. Watch this (at https://www.youtube.com/watch?v=QyBsT7a8JZg) and decide for yourself. You can die 1000 deaths and still want more, merely to finish the trial. Redlynx is taking death defying tests to a whole new laughing level.

So whatever system you lean to, whatever game you go through, make sure you have fun doing it. As to the fun in gaming, you merely have to see Devolver Digital (a https://www.youtube.com/watch?v=_4ytFiRVMwg) to see how serious ‘fun‘ should be taken at times.

Have a great day!

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