Tag Archives: News

UAE making Japan bigger

OK, a little exaggerated but it sounds true, which is what the Japanese Times tells me (at https://www.japantimes.co.jp/business/2026/08/06/uae-fund-data-center/) where we see ‘UAE fund weighs $6.3 billion AI data center investment in Japan’ Japan has approximately 250 data centres, making it a top 10 player in data centres and now that the UAE is setting the funds for “Abu Dhabi sovereign wealth fund Mubadala Investment would lead the investment into a 500-megawatt project in Akita Prefecture, which may include other foreign and domestic investors, the person said, asking not to be identified because the information isn’t public. Once completed, it could become the largest data center in Japan. The talks with the Gulf state underscore growing global interest in securing critical AI assets in countries viewed as relatively insulated from geopolitical tensions.” In addition we are given “Total investment surrounding the project, including by suppliers and other companies looking to establish operations nearby, could reach as much as ¥2 trillion, the person said. A consortium of Japanese companies would likely handle construction and related infrastructure, they added. As U.S.-China tensions escalate and wars in Europe and the Middle East reshape supply chains, Japan is increasingly viewed by global investors as a stable market with relatively low geopolitical risks.”

That all makes sense and for the UAE to diversify its coffers makes perfect sense to me, so as the article ends with “Tokyo’s policy has rendered some substantial results. Major chip firms including Taiwan Semiconductor Manufacturing Co., Tower Semiconductor and Micron Technology have invested billions of dollars in the country in recent years. The oil-rich UAE, meanwhile, has emerged as one the leading global investors in AI and its underlying infrastructure. State-backed investor MGX, a joint venture between Mubadala and G42, has been a key vehicle through which Abu Dhabi bets on AI. MGX recently completed its acquisition of Aligned Data Centers, which has an enterprise value of $40 billion, alongside BlackRock’s Global Infrastructure Platform and the Artificial Intelligence Infrastructure Partnership.”

As such we might come to the conclusion that the UAE and in specific MGX is making headways in data centres and I can only speculate on the recent acquisition with BlackRock’s Global Infrastructure Partners who now have taken over 100% of Aligned Data Centers from Macquarie Asset Management, as such I reckon that there are more settings to come and I can only speculate regarding the where and the why.

So whilst you mull over this tiny gem of information, I wish you all a good night, its now 03:25, so another 240 minutes until I get to enjoy breakfast. I wish you all a marvelous day.

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The coils are unwinding

That is a setting, it is not the stated setting, but the larger brief was already seen by me in a few ways. As such Antara News, only three hours ago, I was given ‘Indonesia, Saudi Arabia sign MoU to boost direct foreign investment’. For clarity (to some) Antara is the state owned news agency of Indonesia. And they give us “The agreement was signed on Tuesday (August 4) by Indonesian Minister of Investment and Downstreaming/Head of the Investment Coordinating Board (BKPM) Rosan Roeslani and Saudi Arabian Minister of Investment Fahad bin Abduljalil Al-Saif. According to Minister Rosan, Indonesia and Saudi Arabia share a close relationship built on mutual trust, respect and long-standing people-to-people ties. This partnership is now expanding into various strategic investment cooperation to generate concrete economic benefits for both nations, Rosan said in his statement on Wednesday (August 5). Between 2021 and the first half of 2026, the Ministry of Investment recorded that Saudi Arabia’s realized Foreign Direct Investment (FDI) in Indonesia reached US$126.2 million.” And it was no surprise as I wrote about this in my views on November 30th 2022, I saw it months before that and we see that Saudi Arabia is making its move to get to the hearts and minds of 273 million muslims. As I see it, Al Arabiya, stc tv and SBC TV will now move into a ‘new’ area and there is a lot to be had, if your explode Saudi TV interests. And I saw this almost 4 years ago. I had some IP connections to this idea, because when I have an idea I tend to mull things over. Now we see “The partnership also outlines mechanisms for private-sector consultations, joint investment promotion campaigns, expert delegation exchanges, and technical knowledge sharing. Furthermore, it serves as a platform for strengthening institutional coordination between the investment authorities of both countries.” As I see it, this implies that Huawei and Saudi telecom and broadband streaming idea are about to make a larger inroad into East Asia. I reckon that the north of Australia and its Muslim and Indonesian population might like this as well. 

So as we see the ‘investment cooperation’ take a larger intern, there is a decent chance that telecom and TV upgrades will be coming to places like Djakarta (aka Batavia), Surabaya, Bekasi, Bandung and Medan soon enough. OK, I admit that this is speculation, but so far the ideas I had are playing out just the way I envisioned. And whilst the US economy is dead set on (fake) AI and investments are spinning out of control, all whilst too many sources are giving that no return on investments are due until at least 2029, there is every consideration that the investments of Saudi Arabia are merely a year away, and with this I mean the break even point. After that it is decently pure profit and it gets better after that. With Indonesia, Pakistan has little option but to follow that wave and Saudi Arabia get the setting from Haql to Jayapura and I am guessing that Pakistan doesn’t want to be left out, so it would join that fraternity of voices. In 4 years Saudi Arabia went from  13400 km to 11,635.03 km, as I see it, Saudi Arabia is about to become the dominant voice in South East Asia, so whilst we will be getting some BS approach from the United States about how that doesn’t matter, consider that the reach of Saudi Arabia almost went from 100% of Saudi Arabia to the stage where 1000% of the Saudi voice is being reached. And that is before we consider that they can now reach half a billion Muslims, as such Al Arabiya will be wielding a considerable bat in baseball terms and slamming that ball over the equator is what matters in telecom terms. Now consider that Saudi Arabia had a MoU with Egypt in stc as well (I believe it was 2024) and now consider that Saudi Arabia can now reach from southerns EU almost to western Japan, so do you think this is mere weakness? With Huawei it will put a stopper on all the BS that the United States with their anti-China were giving and now we see how innovation works. It doesn’t go for the wannabe technology of optionally next decade, it goes for the places that everyone is overlooking tomorrow and Saudi Arabia was there from the start. Alas no coins for me, but to see innovation elevate itself whilst these so called captain of industry are marginalizing the settings they don’t care about is a joy for the eyes and the mind. 

And all this was out in the open from November 2022. I know that because I wrote about it, which is the little sidestep of any blog, it gives (written) evidence about what seemingly is, not some TV channel who belittles what they have to in some morning TV show, because that is how miscommunications start and that is where these so called captains of industry tend to hide and often it is behold the small statement “There was some level of miscommunication in this”, so that is how they get rich? Now we see that Saudi Arabia is actually gaining wealth, because all this comes with advertising according to Islamic rules (I honestly don’t know this rules), but I feel certain that it will go according to the rules Indonesia has and whilst these people are less and less impressed with western baloney, Indonesia will now be able to advertise towards population that it does want (implying Saudi Arabia, Pakistan, Qatar and the UAE). All this was out in the open and as I see it, Yesterday Indonesia made the next move in achieving that (as written in Antara). So you all have a great day and consider what other revenue is lying on the floor ignored by the powers to wannabe, because it just isn’t AI.

 

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Wrong footing?

This happens, we all get our footing wrong, even I. As such I had my ‘ideas’ about Ahmed Mawlana, nothing bad. But whilst we see ‘Has the UAE’s meteoric rise reached its limit?’ Which is given to us by the Middle East Eye (at https://www.middleeasteye.net/opinion/has-uaes-meteoric-rise-reached-its-limit), so Ahmed Mawlana is a researcher specialising in International Relations and Security Affairs. He holds an MA in international relations from Sabahattin Zaim University in Istanbul, so as I see it, he is no grocery wannabe. And I am fine with that. So as we see “In less than two decades, Abu Dhabi has transformed itself from a relatively low-profile Gulf state into one of the region’s most assertive powers. How did a country of around one million citizens acquire such an outsized regional role? The UAE’s rise is linked to its ability to capitalise on successive regional crises, beginning with the 2003 US invasion of Iraq, accelerating with the Arab Spring, and gaining strength amid Washington’s declining engagement in the Middle East.” He ends the article with “Ultimately, the principal constraint on the Emirati model is structural. The UAE possesses immense financial resources and an extensive network of international partnerships, but it remains a small state with a limited citizen population and little strategic depth – making it difficult to sustain prolonged regional crises, or to confront larger powers directly.”

I get what he write and there is logic in this, but I also see what the UAE has achieved and whilst I was never there, YouTube has been very vocal (it’s YouTube creators) to show us all what the UAE has achieved. In support of my way of thinking is the Reuters article that gives us ‘UAE non-oil growth hits four-month high in July, PMI shows’ (at https://www.reuters.com/world/middle-east/uae-non-oil-growth-hits-four-month-high-july-pmi-shows-2026-08-05/) where we see: “The United Arab Emirates’ non-oil private sector grew at its fastest pace in four months in July as new orders climbed to a ‌five-month high and export business rose, a business survey showed on Wednesday.” As I see it, the non-oil part is essential here. We see the growing tourism and service settings. We see additional maritime growth and that is merely the beginning. The UAE has a lot to gain in all this, which is why I have ‘issues’ with the setting of Ahmed Mawlana. He might be correct, but the term “meteoric rise reached its limit” can be explained in a few ways. One of them is that the stellar growth might be gone. I don’t think so, especially as tourism can still grow a lot more, but that is possible. Still as we see Real Estate and tourism grow, there is still the difference between strong growth and meteoric rise, so whilst the second has reached its peak the first one is still within the grasp of the UAE. Personally I think it is becoming time to make Iran extinct. A shameful thought to have, nut they did that to themselves and I created 4-5 military IP’s to make something according to that need happen (I am more of a surgical instrument) why kill when you can destroy their abilities and commodities so they destroy themselves. I am at times that simple.

So whilst we get the setting that Reuters gives (just a few) 

Which is also slightly debatable. For instance we see “Business confidence weakened for a third straight month to its lowest since March”, which I accept as one of the given facts, but at this point I wonder how that confidence level is when compared to the US economy setting of the United States? This question is formed as Al Jazeera gives us ‘Why did the US economy slow down?’ (at https://www.aljazeera.com/video/newsfeed/2026/8/4/why-did-the-us-economy-slow-down) where we see “The US economy slowed more than expected, but it’s not because Americans stopped spending. So what really happened? The answer lies in how economic growth is measured, and America’s massive investment in artificial intelligence”, yet the other (not given fact) is that players like Deloitte give us “While broad corporate spending is skyrocketing, tangible financial returns often take two to four years to materialize instead of the usual 7 to 12 months for standard tech” and I have a problem with that. Some sources give us “Studies indicate that up to 95% of early generative AI pilots struggle to show a clear positive financial return because tools are deployed without changing underlying workflow” and I see the class actions forming and that is messing with the RoI (Return on Investment) as well. All this is making the US Economy not a volleyball but a paintball at best and anyone who gets hit by its paint is heading for stormy weathers (not the girl), although the effect are the same, but not as pleasurable. In all this, there is optionally a cause for not seeing meteoric rise but strong growth is still on the table, no matter how muddy the United States administration makes some ‘facts’ look. And in all this, I till see plenty of options for the UAE, I merely think that they need to go of the AI horse. The AI is lousy and all AI is Fake AI (as I personally see it), so why bury yourself in 3-8 years of turnaround (I definitely disagree with the Deloitte numbers. I reckon that the UAE has a better setting throwing themselves on actual programming and creating stuff that has the turnaround time of 7-12 months. Let big tech break their teeth on tech that is over a decade away. They might survive, others will not and I do not trust the settings that the United States are throwing out there. Too much of it is not validated and as I perceive it not verified in any way. The UAE has actual issues to face (that terrorist state Iran) and holding their coffers in a 3 to 8 years wait state is no solution. 

Perhaps I am seeing this wrong, these fake AI have real options, ML and DL are great tools (I use the term DML as they are combining the two) and I have seen great solutions, but that setting in a 3-7 years setting is not a real solution. Consider the issues that some are reconsidering idea that are out there ‘How Commonwealth Bank and Microsoft are reimagining the future of customer service’, which I see as nothing more that the setting that NICE and CX One already have. So whilst that is happening. I wrote ‘Two paths to similar stages’ (at https://lawlordtobe.com/2022/03/30/two-paths-to-similar-stages/) in March 3022, so it is not a last minute idea. There was more, and in light of the Tourism settings in both the UAE and Saudi Arabia, the idea started to form to have a Muslim solution (I meant Arabic) that industry is exploding to a larger degree whilst they are all pushing American solutions which are not 100% covering Islamic rules and ideas. That should stop and I saw an opening for the UAE and Saudi Arabia to get one solution in the field that would fuel both nations, optionally Qatar, Egypt, Pakistan and a few other places. So whilst Microsoft had this inflated idea with “CBA will work with Microsoft to drive greater customer benefits through wider adoption of generative AI (Gen AI) and ongoing cyber security initiatives” I saw this idea 4 years earlier whilst not using AI, because it would be decades before we are there. 

Just thinking out loud. Have a great day today

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Did I see that correctly?

That was the feeling I had. I saw something and it conflicted what I knew. So I checked again, because I could easily be wrong. But it seems that Arabian Business (at https://www.arabianbusiness.com/politics/uae-economy-uk-trade-ties) gave me something that hit me like it was absolute news. Now, I do not really look into that side of things, because I am not with some elevated setting that I need to know. But the numbers were striking. You see ‘UAE economy built to withstand global shocks as UK trade ties top $30bn, leaders say’ was something that didn’t make sense. It was ‘supposed’ to be a mere $20.5 billion (approximately) and this is 50% more, which is fine, but at that point something has to give. So whilst we might consider the setting of “UAE leaders say the country’s diversified economy and UK trade relationship, now worth more than $30bn annually, position it for continued growth” and ““With non-oil sectors now accounting for nearly 80 percent of our economy, the UAE’s economic strength is built on strong fundamentals, global connectivity, robust institutions and the agility to adapt to a changing global landscape. These strengths position us to deepen cooperation with trusted partners such as the UK and to emerge stronger from today’s geopolitical challenges.” During the discussion, Badr Jafar, Special Envoy of the Minister of Foreign Affairs for Business and Philanthropy, said the country’s resilience reflects decades of investment in diversification, infrastructure, institutional capacity and global connectivity.” Implies that the finds were taken from somewhere else, or the UK is seemingly bumping someone else down the staircase as the expression goes. So last month we were given that the top exporters towards the UAE are: 

The question becomes who is losing out? It could matter to know what was imported more and it might give the inclination who is not exporting less to the UAE. It would be fun to learn that there were additional costs to the United States to see them lose market value, but in all honesty I have no idea. So as we are given “Sarah Mooney, Consul General to Dubai and the Northern Emirates and HM Trade Commissioner for the Middle East and Pakistan, discussed the process following the successful conclusion of negotiations on the UK–GCC Free Trade Agreement. She said: “One year on from the launch of the UK’s Industrial Strategy, we are seeing stronger UK–UAE trade and investment ties, growing collaboration across high-growth sectors, and the successful conclusion of UK–GCC Free Trade Agreement negotiations – an important milestone that will help unlock even greater opportunities for businesses in both markets.”” And then we also see “Bradley Jones, CEO of the UAE–UK Business Council, said businesses are seeking clarity on regional developments and future opportunities. He said: “This briefing came at an important moment for our members and stakeholders. Businesses are seeking clarity on both the regional context and the opportunities ahead. The discussion underlined that the UAE’s resilience is not only reassuring in the present but is a strategically important factor for driving forward the next phase of UK–UAE growth.”

It doesn’t give anything more than the fact that the United Kingdom is doing well and achieving more business, but it does not reveal who is losing out. There is the additional thought that the UAE merely got $10 billion in additional trades giving us no losers in all of this, but my mind is giving me that this is still a clear loss to the United States and I reckon that we will soon learn more as this news is merely 15 hours old. 

It is also an indicator that trade in the UAE is resuming close to its old settings. So good luck to them and to all a great day today.

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Timelines of confusion

That is the setting, but before I go into this, lets recap a few articles. The first one was given to us by the Guardian (at https://www.theguardian.com/world/2026/aug/02/trump-climbs-down-on-iran-strikes-after-saudi-alarm-and-threats-from-tehran) about a day ago we were given ‘Trump backs down on Iran strikes in expectation of ‘rapidly’ reaching a deal’ with the subtext “US president claims delay is also in response to requests from Iran and other countries in the region” with in addition “The deal would include the immediate and complete reopening of the strait and “an end to Iran’s nuclear threat”, he posted. It marked the latest climbdown from extravagant threats to pound the Islamic Republic in the months-long conflict.”

After that we get (several hours ago, at https://aje.news/mcmsi9) ‘Tehran says no current talks with US, Oman meetings ongoing’ with “Iranian Foreign Ministry spokesperson Esmaeil Baghaei says in regards to talks with the US, there are no plans to receive a delegation or send an Iranian one. Baghaei adds that a new Strait of Hormuz shipping route being discussed with Oman will be one path with entry and exit lanes.” As well as (at https://www.aljazeera.com/news/2026/8/3/trump-says-new-iran-negotiations-starting-what-we-know) ‘Trump says new Iran negotiations starting: What we know’ where we see “United States President Donald Trump told reporters on Sunday that an agreement with Iran is imminent and new talks were set to begin on Monday. But at a news conference on Monday, an Iranian Ministry of Foreign Affairs spokesman said: “We are not going to host a delegation or be guests of a country during these days.””

These setting are giving me a speculative setting and the middle east is part of all this deception (by the United States) and it is speculative, I could very well be wrong. This is however the setting that I see and it is important to tell you this, because as I see it, the media is laden with what might be seen as inaccuracies all over the place. These is no way to tell whether this is politically inclined or even if the media is given all the parts they needed to have. There is too much confusion out there. So one more source was added and I now ad this, to give it to you. It is IranWire and I don’t believe it is correct and it is debatable what is correct and what is not. But that is what Iranians optionally read and that needs to be seen too.

The article is seen (at https://iranwire.com/en/features/155759/) where we are given ‘Is Iran Preparing for War With Saudi Arabia?’ We are given “Figures close to the Islamic Republic have asserted that “Saudi Arabia is the most significant potential target.” Furthermore, the commander of the Khatam al-Anbiya Central Headquarters warned that “companions of the United States will burn in the fires of war,” calling on Muslim nations to “reconsider their cooperation with the US.” His warning is directed squarely at Riyadh, which currently finds itself confronting the Islamic Republic and its non-state proxy network across multiple geopolitical fronts, having previously participated in military strikes targeting positions inside Iran in April.”

I am hereby calling out these lies. Saudi Arabia and the UAE never assisted or acted against Iran, Iran bombed and used drones to all the Arabian states and there was no reason to do this. They were doing it for an unknown reason (I’ll get to that) as well as ““A ground assault from Iraq in the north and Yemen in the south would finish Saudi Arabia off. Aside from its air power, which would be paralysed immediately once its airfields and air bases are targeted, Saudi Arabia has nothing else. Pakistan cannot offer meaningful assistance due to the lack of a shared land border.”” This implies that Iran is guiding Houthi terrorists to do the dirty works of Iran. It also shows that Houthi terrorists are now also operating from Iraq, whether Iraqi government forces are allowing this or that they are too incompetent to counter these assaults on Saudi Arabia remains to be seen.

So this was the time line I saw and I had already mentioned a few settings in previous blogs. So here is the speculation. The United States are about to lose whatever they have and it is in THEIR interest to see stabilization gone in the Arabian states and they are using Iran to be the play toy or their needs. I cannot make any claim to evidence, but I asked in the first eeek of march why Iran was attacking the UAE more than it was Israel. Israel was aiding the United States in all this, so Iran had a reason to attack Israel. But they attacked the UAE with a lot more drones. This never made sense, because the UAE and Saudi Arabia gave no permission for the United States to attack Iran via their territories. 

In all this I was baffled in why Iran was wasting ammunition and drones on countries that weren’t attacking them. I already had a few ideas at that time, but I had no evidence of any kind. I still don’t but when you see the lines from the United States where we see “United States President Donald Trump told reporters on Sunday that an agreement with Iran is imminent and new talks were set to begin on Monday”, yet at present it is Monday 17:50 (Abu Dhabi time) and we see ‘Iran denies Trump claim that new talks will start Monday after he called off attacks’ (source: NBC). As such I have concluded that the initial thought I had yesterday when I stated “It is not enough that I succeed, all others must fail” is that what the United States is aiming for? Its biggest concern was that both Saudi Arabia and the UAE would propel forward and all these attacks on these nations have put a damper on their advances and It will take months to reset them. Is that what the United States are hoping for? But this is only possible if Iran cooperates here and Iran doesn’t like that Saudi Arabia and the UAE are making massive strides. It is possible, but it is massively speculative. I admit that and I have no evidence to support this. Now consider the clusterfuck the United States is involved in (as words go not a nice word, but it is used by the US Marines, so I grant the use of it). So as we count the settings, President Trump has claimed more than 40 times that the U.S. conflict with Iran was nearly over. All whilst I saw that Iran is still in talks with Oman about the strait of Hormuz and now Houthis both in Yemen and in Iraq are pushing for attacking ships in the Bab el-Mandeb Strait. So, how exactly is all this won? I created solutions in the first week of march and it is now 6 months later. How is this in any way about a war? Why are refineries still pumping revenue for Iran? Why are distribution channels still operating? Did anyone in the pentagon (optionally ever) read the works of either Sun Tzu or General Carl von Clausewitz? If there is too much anti-China sentiments, they could have reverted to the lesser work of von Clausewitz. It becomes really simple. The timelines do not make sense. And I left my military post in 1982, so I might have unlearned a thing or two in 44 years. But I reckon that at present I know more on waging war than anyone in the Pentagon (I know, quite the statement, but that is what I see from over 40 declarations) and anyone who reads the messages should come to the same conclusion, even if you never served and your knowledge of armed forces is merely based on Stratego (a Dutch Jumbo Games board game). 

It irritates me that the media is not on top of all this, because both Saudi Arabia and the UAE are likely to be attacked again, there is no evidence of that, other that the IranWire article and the ‘text’ there is implying that actions are pending against Saudi Arabia. There is no way to hand any level of credibility there, but the chance is there and the acts that Houthi forces in Iraq are ready to act is there, the reliability of that is unknown to me. But with the settings we see, there are all kinds of issues and the fact that the media is glancing over this is too ridiculous for words.

I leave you with these thoughts. I cannot look at the US economy, because I have no idea whose data to trust. This US administration made all data debatable and suspicious. That is the reality of it all and the war sees to be playing in the cards of the United States, no matter what the cost for the United States is and that is actually a little scary. And I was not alone in this, Business Insider (at https://www.businessinsider.com/fed-interest-rates-kevin-warsh-mark-zandi-market-risk-economy-2026-8) gives us ‘A top economist says the Fed’s ‘opaque’ communication style is a serious risk to markets and the economy’ here we see ““If the Fed continues down this increasingly opaque path, a future meeting could trigger a serious market sell-off — putting the broader economy at risk,” Zandi wrote in a post on X on Sunday.” We get this from Zandi, the chief economist at Moody’s Analytics. So there is corroboration, but what he sees is not what I see (I am not claiming to see more, merely different parts and when someone like him says there are issues, I would be taking notice. Apart from all this, there is nothing more to say and I will leave it up to you to to see what is and what is not.

Have a great day today and if you are in Vancouver enjoy breakfast, when you are in Toronto, get ready for lunch, in Amsterdam enjoy coffee and in Abu Dhabi get ready for dinner. This all is making me hungry now, write more later.

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The start of isolation

That is at times a signal, at times a revelation and at times mere common sense. Arab News (at https://www.arabnews.com/node/2652675) is giving us ‘GCC declares full support for Saudi measures to protect its sovereignty’ which is nice to hear. I got there over a year ago, as such it is nice to see others are following my charge (my illusional moment). You see, Arab News is giving us “The Gulf Cooperation Council (GCC) Secretary-General Jasem Mohamed Albudaiwi on Wednesday declared the Gulf states full support for all measures the Kingdom takes to protect its security and sovereignty. The secretary-general affirmed the Gulf states support for the Saudi measures and stressed the bloc’s condemnation to the drone attacks targeting the Kingdom’s oil facilities.” I myself was on that page on the 15th of September 2019 after the Abqaiq–Khurais attack. Iran was responsible, they might have played the ‘were innocent’ card and let Houthi terrorist make the claim, but the drones were too successful and the Houthi terrorists lacked the ability to be that effective. As such the IRGC was pointed to as the only viable suspect. As such it was nice for the GCC to finally see the need for Saudi Arabia be given the ‘all clear’ and that is the start of isolation for Iran. So whilst we get “Bahrain also affirmed its support for Saudi Arabia, saying the kingdom has all the right “to respond to any aggression and deter aggressors.” 

The remarks came after Saudi Arabia carried out precision strikes early Wednesday targeting Iranian-backed militias in Iraq. The Saudi step came in line with the Kingdom’s right to self-defense, the kingdom’s defense ministry said.” So whilst we see that the member states are Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates, I have no idea how Oman is seeing this, but that might be the only remaining ‘fan’ Iran has left. The setting at present is that Oman has a partnership defined by active neutrality, geographic interdependence on the Strait of Hormuz, and a long history of diplomatic mediation. But as far as I see it, that is likely the only GCC fan it has left. On the upside, it is always good to have one ‘impartial’ setting in any case (should Iran actually resort to active diplomacy), but the setting is that Iran has no allies left beside the terrorist parties it fueled through decades of weapon sales, sold (as I personally see it) for $0, for jobs achieved and now they have only that left, but in all this. These parties were given that their setting would be active hostilities to Israel. The idea that they might face the Kingdom of Saudi Arabia with additional attacks by the United States armed forces was something they did not expect. They were always ready for US forces in combination of Israeli forces. But the setting of Saudi forces, or better stated angry Saudi forces is a setting they were not ready for and a Saudi Arabia, that needs it safety guaranteed will resort to measures that they are not ready for. 

And that is the step that will be isolating Iran, in ways they were not ready. They made a bet that they were safe with the setting of asymmetric warfare and this is now coming to an end. Saudi Arabia is now getting the support of the entire GCC, as such Houthi terrorists will be scrambling for any hideout they can, because there won’t be any support from Iran coming their way any day soon. Iran is now in deep waters. They were hoping to get away with it a little longer, but the GCC support towards Saudi Arabia ends that train of thought. Even as we are getting ‘Houthi To Impose Toll Fees in Bab El Mandeb Strait’, I reckon that Saudi Arabia will be enforcing of zero tolerance on the toll setting by Houthi terrorists, so whilst we are given “Yemen gov’t says Houthis planning to impose fees for Red Sea transit, A minister in Yemen’s internationally recognised government on gave Wednesday” from several sources, most media sources ‘state’ that Houthis are considering this, like they had anything to say about this. As the strait of Hormuz didn’t pan out for Iran, they got their lackey to try this for the Suez role and in this setting it is likely that Egypt might give some kind of military support to keep its Suez revenue safe. And when Saudi Arabia has dealt with the Houthi threat, Iran will become the loneliest bully in history. 

Just a thought to consider in all this. But as I see it, the proclamation (can I call it that?) that the GCC stands with Saudi Arabia is a welcome setting in all this and as I see it, it will bind the hands of Iran and its terrorist allies. So, at present I am going with the phrase better late then never. 

So, have a good day and lets see what happens tomorrow, it beats reporting on the failure that Optus in Australia has become. 

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When good men go to war

That is what is reverberating in my mind. And I got this from ABC less then 3 hours ago. They are giving us ‘US thwarts Iran’s ‘surprise attack’ and launches strikes with Saudi Arabia against Iraq militias’ it was given to us (at https://www.abc.net.au/news/2026-07-29/fighting-reignites-as-us-strikes-iran-backed-militants-in-iraq/106970590) and my initial (and later thoughts) were “Good for them” I have had enough of all these proxy settings and the fact that the IRGC (now apparently operating from Iraq) gives us “The US says it has carried out fresh air strikes in Iraq alongside Saudi Arabia, targeting Iran-backed militant groups after a wave of drone attacks on US forces. Iran’s Islamic Revolutionary Guards Corps (IRGC) later said they fired several ballistic missiles at a US air base and a US military Central Command centre in Jordan, in what they described as a response to US actions against Iranian interests.” Whatever they say, it did not validate the direct attacks on Saudi Arabia using Houthi terrorists, it did not warrant the numerous attacks on the UAE and when the UAE joins the attacks, Iran Is truly done for, because at some point USA might not be able to continue, but Saudi Arabia and the UAE are next door, only small water separating them from Iran (aka the sea of Dammam). So whilst we are given a summary

As I saw is in the beginning of February it can now start, the closing of harbours, the destruction of railways and when these fall out of the equation, only the roads are relatively safe, but I have a solution for that too, not bombing using billions of dollars, but the more refined setting I have in mind taking out the trucks ad road at the same time and at that point Iran becomes a useless piece of junk sized at almost 650,000 square miles and why will it do then? It will cry like a little girl is my assumption on the matter. 

And as I see it, the nations of the world are out of patience with Iran, especially as fuel prices are taking another strike towards new heights. I reckon that Houthi terrorists settings will be dealt with next. That Is the process of terrorism as well. Saudi Arabia does not forget and whilst Houthi debates are settled the way they want it (bombing them for all its worth) we can see the deliberate setting that Houthis are facing then, because as I see it, they can now no longer hide in Djibouti and/or Eritrea. As I see it, these governments have a needed interest in stopping these attacks from happening from their terrains and they will sort out what they need to all on their own and I reckon that they prefer to be looking good towards the Kingdom of Saudi Arabia and not really interested looking good towards a terrorist organisation. 

And in all this the setting of safety of Saudi Arabia is regained one step at a time. So whilst we were given “Yemen’s Iran-backed Houthi rebels claimed they struck two Saudi ships as part of their campaign to disrupt the kingdom’s shipping.” And as they did this (to the best of my speculative knowledge) to appease Iranian interest, they now face not one, but at least two adversaries because the United States would want this political effect gan traction and it is highly likely that the USA will optionally also hit Houthi terrorist locations because that gets the work done and whilst the media is now ‘running’ towards a new front, the impact that the western media is now seen as too irrelevant to be of interest to nearly anyone, it would be the effect to come late to a party, so as that last guest (the western media) is now entering while desert is served (like in just desert) the opinion of all is not “How nice to see you” but a solemn “What kept you all this time” and I would personally like to hand the microphone to General Turki al-Maliki taking a much overdue jab at the western media on this. But that is merely my $0.0325 cent on the matter (that is $0.02 hit by devaluation) because as I see it, that delay has a larger setting.

So whilst SBS give us ‘Saudi Arabian forces join US in strikes on Iran-backed militants in Iraq’ we see that Al Jazeera gives us different news. You see, the headline read in Google gives us ‘Iran war live: US, Saudi forces attack Tehran-aligned groups in Iraq’ whilst the article gives us ‘US, Saudi forces attack Iraq; IRGC fires missiles at Jordan’

As such I wonder who else (optionally in Iraq is whistling Iranian music? Because the use of ‘Tehran-aligned groups in Iraq’ seems to be suspiciously specific. And as I see it, if Iran is expending into Iraqi territory, is a player like Kata’ib Hezbollah responsible for catering to the needs of the IRGC? It beckons thought as this implies that the IRGC is desperate to expend its allies to a larger degree and this comes at a price, making my prediction of hitting refineries, harbours and infrastructures 5 months ago a little more warranted, because all this will be costing Iran a pretty penny.

So whilst you can consider how right or how wrong I am, the truth of the matter is that as the Kingdom of Saudi Arabia is joining the USA in keeping Saudi Arabia safer the real stings are that Iraq and Yemen are facing serious repercussions on their decision to come in support of Iran against the safety or Saudi Arabia, it could become a very interesting week, because when they stop supporting Iran, Iran might actually feel boxed in enough to consider a few peace talks.

Have a great day all.

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What would you do?

We get that is the ‘dangerous’ question, but consider your situation when you are a mere step from becoming broke (or whatever a nation calls itself) you have no credit left, no goodwill left and you need to get your defence settings up (in a major way) as such the United States is set into a almost unbearable situation where (according to several newspapers)  they are requesting ‘Iran war has cost US $37.5bn so far, Hegseth says, as Pentagon seeks billions more’ (at https://www.bbc.com/news/articles/c70gek2kqyno) beside the setting that as I see it, that almost 38 billion amount seems to have been stretched, the request of “Hegseth told the Senate Appropriations Committee it was urgent that lawmakers approve another $87bn in congressional funding for the Pentagon, with $67bn of that destined for operations in the Middle East.” I am not debating the amount, although seems to be a little far fetched, especially as in 2025 the num bars given were “The U.S. national defense spending for fiscal year 2025 totaled approximately $919 billion to $954 billion in total outlays (with the initial Department of Defense request starting around $849.8 billion)” setting the need for Iranian oil well beyond 10% of the total and “The White House asked Congress in April for $1.5tn for the Pentagon over the next fiscal year, which would raise American military spending to an all-time high in the modern era”, where we consider that the US defense forces are at that stage loaded for bear (as expressions go). And compared to 2025 it exceeds 100% of the previous year, as such I am facing questions. It makes sense in my consideration that the United States is about to buckle and they want their defenses to be up when it does. So whilst we are given “Hegseth said current and future training for military members would need to be cut without the funds, as he repeatedly blamed former President Joe Biden’s administration for what he said was an underfunded military. The most senior Democrat on the committee, Patty Murray, pushed back on the funding request, saying it “does not make a lot of sense”. Asked by Democratic Senator Dick Durbin if he had an estimate for how much the war in Iran has cost so far, Hegseth gave the $37.5bn figure.” I can see both sides off the argument, especially if the United States would be forced to forfeit on their loans and when the US Treasury bonds are dumped by others (which is at present set to almost $9.37 trillion) the setting that this could be dumped on the markets whilst also seeing over a trillion dollars in interest bills. I reckon that 2027-2028 will become a messy United States to be sure. As most of these settings collapse, a strong defense is pretty much all that stands between the United States and circling vultures. 

As such I see the requests of Pete Hegseth, whilst not debunking Patty Murray on any of this, and in all this the blaming on all this on former President Biden is becoming stale to say the least, especially when too many truths are getting twisted in all this. As such a headline given 11 hours ago where we see ‘The USA has collected 13 billion dollars from Venezuela’s oil sales, but has not provided details about the destination of these funds.’ As such there is a concern that these finds are handed to the US defense coffers, as such the 37.3 billion might have to be lessened by $13 billion, or did you forget about the Venezuelan clambake? And in all this, what are the total numbers of expenditure in troops, material and ammunition in all of this? Why wasn’t this raised on numerous occasions? Or is whatever went under the bridge no longer an interest to the media? All these questions and there is a consideration that the $13,000,000,000 was used to keep the United States afloat. It might be merely my view, but I am unwilling to consider that none of the media has considered that, or are they driven by Epstein files and digital dollars to make their revenue?

So, You see, the questions are piling up and the setting of a ‘State of the Union’ because as I see it, these parkers were up for some time and the ink from the date of February 24th 2026 is barely dry. As such the setting of the speech, which is supposedly giving the nation “Outlines the condition of the nation, reviews the administration’s achievements, and proposes upcoming legislative priorities” might have missed the marker by at least a mile and when you consider that the “The current “golden age of AI” is an era of rapid technological acceleration driven by generative models, deep learning, and massive infrastructure investments. This period has radically lowered the barriers to software creation, automated complex workflows, and sparked national science initiatives like the White House report on” would be missing the mark by at least two decades and that is the short and sour of that equation, as such there is no golden age, because (as I see it) that revenue is being pushed back and forth by 3-4 corporation with Nvidia being the largest winner. So there is a larger default and in that age Pete Hegseth is requesting an amount going towards $1,500,000,000,000 and that is bedsides the Stargate funds, which is targeting up to US$500 billion in total funding by 2029. It was officially announced by OpenAI, SoftBank, Oracle, and Abu Dhabi-based investment firm MGX. And when this is set in the scales with a estimated debt of $39,588,242,618,845 the numbers are not adding up. It is almost like these debts are ‘compartmentalized’ though people that seemingly don’t talk to each other and they are taking turns talking to the United States Department of the Treasury. I wonder how Scott Bessent is keeping all that separated and apart for a speculative reporting. Did you not wonder that? 

In all this I wonder how some parties are avoiding the limelight in all this and the requests by Pete Hegseth brings it all to the surface, because a journalist should have had his quills up (those without a text editor) and that is seemingly not happening, because we would have read this and whilst one source gave us: ‘The US printed more than 3.3 trillion dollars in 2020 alone and it matters today’ whilst I cannot deny this might have happened, there is no valid source or a newspaper who is supporting that part and if that would be true, the dollar is due for a decent downside, because that would be added to the $39 Trillion debt and I raised this in ‘Is it that simple?’ With an exaggerated Weimar example (at https://lawlordtobe.com/2026/07/19/is-it-that-simple/) I remember that, because I had a DM100,000,000 note, which I hope would be enough to persuade some gorgeous lady to have sexual intercourse with my 16 year old body (we are delusional in what we can) and not weirdly, no one was taking that bait. But that is for another day. Still that setting is out there and all the facts are not events that took place in the last few weeks, as such the State of the Union might have been a hollow ship and when we consider rallying that my setting for a imploding United States might be on track to be 11-23 months from now. And as I see it, the Pete Hegseth request as well as the clambakes towards Canada (51st state), Greenland, Venezuela and Iran snow bringing too much to the surface and that is not a good thing. Because the United States needs friends, it desperately needs them and as I see it, they alienated allies they had, busted up economic options and as I see it, what was intended for the coffers of the United States, is now headed towards Canada (making me happy to a larger degree). And as China is now infringing on options that had put the United States in the first Column, China is now moving into and leaving the United States in the third column (a sales term). As I see it, the Kingdom of Saudi Arabia and the UAE is putting their options towards tourism draining the United States even more and all this is adding up, whilst some costs and expenditures are not voiced correctly (as I personally see it), as such the United States is in a bad place and I ask you: ‘What would you do?’ Because the simple truth is that the one priority of the United States is the United States, that much anyone should accept. But how will they get there? So whilst one source (PBS) is giving us “President Donald Trump’s financial disclosures revealed that his business ventures generated over $2 billion in 2025 during his first year back in office—more than triple his prior income. These unprecedented financial gains, heavily driven by cryptocurrency projects and branded merchandise, have intensified public debate and ethics scrutiny regarding potential conflicts of interest” we are facing two settings. Did he break any laws (I don’t care) and the second setting is “Are the United States is much deeper waters pertaining to the debt levels than anyone is considering?” Because that part matters, it matters for the Commonwealth and it matters to the EU and they need to either get stronger together, or seek some kind of an alliance with a place like China. And I think that this might be the case as the China bashing through places like LinkedIn is getting stronger and as LinkedIn is Microsoft, it brings the seating that this might be the reality we have to face. 

Feel free to deny or debunk my views, but there is too much out there and I am merely keeping a tally of what is being missed by the media at large. 

Have a great day today.

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A breath of fresh air 

This is what happens, at times we get refreshed from some issues that add settled in different ways and the Khaleej Times gave me two of those instances. I was happily refreshed. The first one (at https://www.khaleejtimes.com/uae/uae-investigation-publication-false-report-dubai-explosions) gives us ‘UAE authorities summon news agency officials over false Dubai explosion report’ it comes with the interesting byline “The Attorney-General said that the agency’s decision to withdraw the report and publish an apology does not preclude the continuation of the investigation” I still have to see where this goes, but this setting is refreshing. We get too much populist and digital driven headlines all over the planet and I see too many of them. So seeing this is refreshing to say the least. So as we see “The Attorney-General stated the investigation will determine the respective roles of each individual involved in the different stages of the report. It will also determine the extent to which they complied with legal and professional standards governing the verification of information before its publication” as well as “On Thursday, July 16, the Dubai Media Office confirmed that the Reuters report regarding “explosions” in Downtown Dubai is false. Reuters later issued a statement saying it “regrets” the report and that the story had been retracted the same evening. The agency also confirmed it issued a new report highlighting the Dubai Media Office’s denial. The news agency acknowledged that the report did not meet its standards. Reuters “could not immediately determine where the sounds were coming from or their significance, and did not offer that context,” the statement added.” I see a few issues with the part, but that is merely me and there could be an error in reporting there too. As such it is what it is, but the call by the Attorney-General feels like a breath of fresh air. 

After that we see (at https://www.khaleejtimes.com/business/tech/elon-musks-xai-sues-grok-user-over-sexualized-deepfakes) that ‘Elon Musk’s xAI sues Grok user over sexualized ‘deepfakes’‘ and there is a larger setting there, because this could global and those people weaseling away with “the app made me do it” could quite literally lose their house and their equipment over all this. As such, that 34.2 seconds of fame will come at a massively high price. As such we are given ‘The case is one of the first brought by an AI company against one of its users for allegedly using an AI system to generate explicit material’ with the added “xAI alleged in the lawsuit, filed in federal court in Texas on Tuesday, that Terry Harwood violated the company’s terms of service. The case is one of the first brought by an AI company against one of its users for allegedly using an AI system to generate explicit material. Contact information for Harwood, who was arrested in February, was not immediately available. Spokespeople for xAI did not immediately respond to a request for comment on Wednesday. The company’s lawsuit against Harwood follows intense global scrutiny of xAI over allegations that Grok has allowed users to generate non-consensual sexualized deepfakes, or realistic-looking videos fabricated by AI.” As such I reckon that there will be a sled full of lawyers going for the jugular of this Terry Harwood and if the news given by the Guardian is to be believed, this was done to images of adults and minors. I wonder how the lawyer of Terry Harwood would be spinning that. I reckon that we have to wait for the court case and the submitted evidence. I reckon that all these hormonal teenagers fabricating a slew of images from all kind of actors and actresses will soon face the music of their parents as these parents will likely see their houses going away to other shores. 

I reckon that this is what the victims of these people will go for, the first rule of torts is to go where the money is and that ends up being the real estate of the parents (in case of minors) but that is speculative thinking. What matters is that with the acts of Elon Musk and xAI is the first step of countering the tidal wave of sexualized deepfakes. 

I feel relief, the first time in over a year that something makes sense to me and there is a larger setting for some publications as well. You see they cannot hide behind “given to use by an anonymous source”, when they publish that and the Grok case bears fruit, the victims can now go after these publications as well, because that is the implied trend with torts. Torts goes to where the money is and the value of people like Jeff Bezos, who has approximately $252,000 million and Rupert Murdoch and family who is allegedly the owner of $24,000 million. I wonder how many class cases they will face in this setting. Time will tell.

Have a great day and look towards the sun wearing sunnies. It is a bright day today.

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The unanswered question

That is what I see. I saw all the Microsoft articles pop by and it made me wonder. It is not that they are so great, not in the slightest. So, what brought this about?

First there was ‘Bethesda on Elder Scrolls VI, Fallout 5 Xbox exclusivity: ‘It’s too early to comment’’ (Source: TweakTown) which gives us “Todd Howard says it’s too early to comment on whether The Elder Scrolls VI or Fallout 5 will be Xbox exclusives. Bethesda announced four new Fallout projects, and Microsoft plans yearly exclusives (2026: Gears of War E-Day; 2027: Clockwork Revolution). Skyrim has sold over 65 million copies; Fallout 4 over 35 million.” We then get ‘Xbox Promised to Focus on Fallout and Elder Scrolls. Then It Fired the Teams Making Them.’ (source: Tech Times) This gives us pretty much the same info, but there is one difference “Former Bethesda project lead and Something Wicked Games CEO Jeff Gardiner confirmed 35 U.S.-based Bethesda Game Studios workers were cut on July 6. The OneBGS union, which represents Bethesda workers under the Communications Workers of America banner, reported at least 12 additional cuts at Bethesda’s Montreal location. Worker Adjustment and Retraining Notification Act filings, public records pulled from state workforce agencies by Game Developer, confirmed 22 departures from Bethesda’s Austin office.” And with “The first 1,600 departures were painful. The announcement that another 1,600 more will follow by the end of fiscal year 2027 transformed pain into dread. People who kept their jobs are not experiencing relief. They are waiting.” This is setting the stage for another setting, but about that later. So then we get to ‘Elder Scrolls 6 gets first update in months from Bethesda’ (source: Gaming Bible) where we see “To say that The Elder Scrolls VI has been a long time coming is an understatement. Bethesda announced the highly anticipated fantasy RPG first during E3 2018, a time so long ago that the gaming convention no longer exists. Since that time, we have had small updates here and there, but we’re yet to learn of its release date, let alone seeing a gameplay trailer. All we’ve seen so far is the cinematic flyover trailer from the aforementioned E3 eight years ago.” And as we are given at present is that “Bethesda Softworks’s estimated annual revenue is currently $382.9M per year” and as Bethesda was part of a $7.5 billion buy, we have to ask the first question, if it takes 19 years to break even (and I am not adding the interest percentage for the loan. And if this includes millions of copies for Sony Consoles (PS3,PS4,PS5), I do not get the comment from Tod Howard “it’s too early to comment on whether The Elder Scrolls VI or Fallout 5 will be Xbox exclusives” with the Xbox at a mere 35 million Xbox-X consoles, the entire endeavor becomes nearly unplayable and as I see it, the value of Bethesda goes straight into the toilet. I saw a few other numbers, but I do not trust them as they seem massively pro Sony, I would like to see the real numbers. So with the staff of Bethesda in a caving morale setting, but the one question not asked is that Activision/Bethesda costs almost $84,000,000,000 and there is no way that this is making the money to validate such a purchase. I think I know why they did this. The previous boss wanted everyone to run to Xbox, a nice slideshow, but not a reality. Sony had too much appeal with the titles they have and I opposed the setting. Don’t get me wrong, Microsoft did nothing illegal, merely wrong and as they are figuring out just how wrong. I wonder if they are doing the same thing a Dutch bank did a decade ago. But it all that bad debt in some bank and let that go under, with all the debts attached (a wildly speculative idea from me). So as we are given half truths incomplete pictures, So as Gaming Bible gives us ‘Fallout 3 and Fallout: New Vegas remasters confirmed by Bethesda in huge studio update’ we can see why they are doing it, Oblivion 3 was a huge success (as I see it) they need the other two greats to be successes too. Optionally they might set this to the Switch 2 as well. An acceptable thought. But as I gave the world gaming IP to counter (hopefully equal) Fallout and Oblivion there would be a setting with the same population and more options. This is what innovative thinking brings and I created new ideas, new settings and of course on a non Microsoft system. It was the only way the other makers got the IP for free. I tend to ave a mean streak at times. Microsoft messed with the tranquility of gamers and I handed all others new IP (for free). As such there is a new setting. So, don’t think it was against Bethesda and all gamers will love these remade games (especially on PlayStation 5) and I am happy for Bethesda. But as I see it, Microsoft is done for. They wanted Gaming to adhere to their settings of Business Intelligence and their marketing machine and they anded up with a 84 billion dollar anchor around their necks. 

So as we are now seeing unions and others having a go at Microsoft, it is merely losing its OpenAI Microsoft’s revenue-share demands, though Microsoft remains a major shareholder and primary cloud partner and as the class actions add up, that 84 billion dollar anchor might strangle their board of directors (one could only hope) and as more and more people start seeing that all AI is fake AI, the doors of opportunity will close and the savvy BI people will start to realise that they are not gamers and that branch of Microsoft will close on them.

So, am I crazy? Am I seeing what some cannot, or am I merely delusional? I cannot rule that out, because only a crazy person will consider themselves to be completely right all the time and I could be wrong, but the signals are there and the media is no longer the investigative party they once were, they merely claim it now, but it is laced through a path of digital dollars and that is not an investigative setting.

So, as we are given ‘Xbox Promised to Focus on Fallout and Elder Scrolls’ and then they did away with 3,200 positions were eliminated across Microsoft Gaming (not merely Bethesda) and as we see ‘Unions File Unfair Labor Complaints Against Microsoft Over Decision To ‘Unlawfully’ Fire Xbox Workers’ we see that the hardship for Microsoft is nowhere near over. And I reckon that 3200 positions will affect a few more development houses. So are these projects made redundant? In addition we see ‘Cracks are starting to show in Xbox Game Pass after Microsoft removed a previously promised first‑party game it literally owns’ (source: windows central) as such I reckon that more class cases towards Microsoft will come and if I have my feelers out correctly, they will start this year and likely more than one class case, so if you are Satya Nadella, how does that $84 billion anchor feel now?

Have a great day and remember, if you are an Xbox Gamer, the Nintendo Switch, Nintendo Switch 2 and the Sony PlayStation 5 are perfectly valid options and there are 312 million gamers on these three systems and when you think of this that small cluster of Xbox Gamers does’t seem that big after all and that was clear long before Phil Spencer left. 

So have a great day and consider whatever console you select, enjoy the games you play, because joy is a first setting of a gamer and you need to protect your ability for joy.

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