Tag Archives: OpenAI

August 2, 2026 · 15:54

Considering the greed of others

This is where I found myself this morning. You see, I have published over 4000 articles and others have been Ising them to train their fake AI systems. Training LLM settings and so forth. As such (and according to law and at https://hwlebsworth.com.au/feeding-the-machine-how-us-courts-are-drawing-the-line-on-ai-training/) we see ‘Feeding the Machine: How US courts are drawing the line on AI training’ where we see “The accelerating development of generative artificial intelligence (AI) has forced courts to grapple with novel and unsettled questions of copyright law. Central among these is whether the use of entire copyrighted works to train large language models (LLMs) without the author’s consent constitute infringement of those works.” Which works in my favour and it comes with “The datasets used to train AI models often contain digital copies of media such as web pages, books, videos, images and music. These media are often the subject of copyright protection, which means that their use to train AI models requires permission from the copyright holder. Permission is required because AI models must ‘copy’ the protected material at least temporarily to undertake the training process.” You see, from May 11th until now my articles have been used for ‘AI training’ at least 33,750 times and a lot more before that. As such I see an opportunity for me, myself and I (as such I am a sneaky trinity) so as we are given “The Interim Report then went on to discuss Australia’s ‘fair dealing’ regime, which allows certain uses of copyright works without the need for license from the copyright owner, but only for certain specified purposes, such as research or study, criticism or review, or parody or satire. The Interim Report seeks feedback on expanding this regime to include fair dealing for the purpose of text and data mining, which could more squarely legitimise AI training activities in Australia.

Where the Australian ‘fair dealing’ regime only applies to certain permitted purposes, some other countries, such as the United States (US) have a broader ‘fair use’ doctrine, under which any use of copyright material may be permissible provided that it is considered fair, without reference to legislatively-permitted purposes.” So, as I see it, money should be coming my way. And as the article in HWLE lawyers state. The setting of “In June 2025, the US District Court for the Northern District of California issued two decisions in Bartz v Anthropic PBC (Bartz) and Kadrey v Meta Platforms Inc (Kadrey), that directly addressed this question. While these rulings suggest that US courts may accept fair use as a defence to AI training, their scope is narrow. Both were decided at the summary judgment stage, and as the Judge in Kadrey noted, ‘the consequence of this ruling is limited […] to the rights of these thirteen authors‘. Accordingly, the significance of these rulings remains provisional, with the scope of fair use in the context of AI training to be more clearly defined as further cases are determined.” So, to get it clear, those are American judgements, but they have a much broader setting of ‘fair dealings’ then Australia has and my thought process is a little bit in the setting of “You can either hand me a generous settlement, or if needed I will get it through the law”. The second setting s long and optionally tedious. But as I am looking at closer to 50,000 transgressions the taximeter starts adding up. Now, I have no faith in 50,000 times 1.5M, which would be nice, but is ludicrously unrealistic. But the idea of $25,000,000 per corporation seems realistic. You see

“In Bartz, Anthropic the developer of the ‘Claude’ LLM, assembled a centralised digital library of books containing both lawfully acquired works, scanned from purchased physical copies, and unlawfully obtained works downloaded from unauthorised torrent websites. Authors alleged that their books were included without permission and were used both to train Anthropic’s models and for other purposes. Alsup J considered the two uses separately, ultimately holding that the use of works for training constituted fair use. However, Alsup J found that the use of pirated copies to build Anthropic’s centralised library was not justified under fair use, rejecting Anthropic’s argument that such copies should be treated as training data, and denying summary judgment on that issue.”

And:

“In Kadrey, Meta trained its ‘LLaMA’ AI models on datasets including those obtained from ‘shadow libraries’ such as Library Genesis and Z-Library. These datasets were downloaded via torrenting, incorporated into the training process, and discarded thereafter; unlike Anthropic, Meta did not maintain a persistent digital library. Thirteen best‐selling authors alleged that this constituted copyright infringement on a class‐wide basis. Chhabria J also found the training to be fair use, but adopted a more cautious approach, observing that ‘future evidence of substitution or harm to licensing markets, particularly where works are unlawfully obtained‘ could warrant a different conclusion.”

So we get to “While both courts concluded that the training uses fell within the scope of fair use, their reasoning diverged in certain aspects. Alsup J emphasized the transformative purpose of training and discounted speculative claims of market harm, whereas Chhabria J stressed the potential for market harm arguments and evidence to alter the analysis. These decisions have no binding effect in Australia, where there is no general fair use defence. Nonetheless, they highlight the emerging tension between protecting incentives for human creativity and facilitating technological innovation; a tension likely to intensify as generative AI becomes further integrated into creative and commercial practice.”

As such, I felt really good this morning. As this shows that I might be heading to a nice bank account. And as it happens to go (source: AP News) we get “A federal judge approved a landmark $1.5 billion copyright settlement requiring Anthropic to pay thousands of authors roughly $3,000 per book for using pirated digital libraries to train its Claude AI model”So as I see it (a flawed analogy) 50,000 times $3,000 get me $150,000,000 which sounds really nice. I reckon that this is where the art of seeing the diplomatic bounty comes into play. It seems that more than one transgressed on my work and would it be so wrong to go for $25,000,000 per transgressor? Of course, the long road would be more rewarding, but that seems like a greed driven way. I feel more for easy (well rewarded) solutions. And there are upsides to entering retirement with a somewhat fat wallet. Retirement comes across as a lot more fun that way. 

But I am getting ahead of myself, next step will be getting an impartial party (what a weird name for a lawyer) to check Grok, xAI, Gemini, Anthropic, OpenAI, MetaAI, MicrosoftAI (always happy to knock coins out to their coffers), AWS AI (and others) to see whether their training data reveals the presence of “www.lawlordtobe.com” because that starts to process as I currently see it.

Well, that mental joyride was fun to have, but I did say the class actions would be prudent in 2026, I might as well join that cause for the benefit of poor little me and I have caused. I might be one of the people that refers to a church mouse as a decadent rich bitch. One must always keep humour about the premises.

Have a great day.

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August 1, 2026 · 21:55

A setting to consider

I saw an article that the Conversation released yesterday (at https://theconversation.com/sam-altman-says-were-in-the-singularity-with-ai-heres-why-hes-wrong-288514) the headline reads ‘Sam Altman says we’re ‘in the singularity’ with AI. Here’s why he’s wrong’, I have my own ideas of that Altman fellow and it is not all good. But this article reads right or better stated, it reads into my train of thought and I thought it was important to counter these thoughts whilst adding my own. So here goes:

“Days earlier, OpenAI had disclosed that two of its artificial intelligence (AI) models, during an internal cyber security evaluation, had escaped their sealed testing environment, reached the open internet, and broken into the infrastructure of the AI platform Hugging Face, which confirmed the intrusion. But what exactly is “the singularity”? And is Altman right that we are in it?Mathematician and science-fiction author Vernor Vinge defined it in 1993 as a point at which machine intelligence exceeds human intelligence and begins improving itself, triggering an acceleration so rapid that humans can no longer predict or control it. The singularity has two features. It is recursive: the system improves itself over and over again. And machine intelligence exceeds human intelligence. The kind of systems Sam Altman sells don’t deliver on either of these features.”

I am on that same setting. The easiest part is that all the fake AI (which is what I call it) depends on data and in a few cases it is not realised yet. However, the biggest part is that it relies on binary settings and that is no way to get any True AI. So to counter “It is recursive: the system improves itself over and over again” it cannot improve on data it doesn’t have, people extrapolate what they do not have or do not know. These fake AI settings cannot do that. It literally cannot create data, it can merely replicate based on data it has and that is the second setting we see here. Lets get a simple setting of 10K data and variables. You will need 1000K spaces and that is merely on 10,000 variables and 10,000 parameters. And the nasty part is that most of these systems cannot deal with NULL’s it draws a blank quite literally. The side setting to this is that gaps are created leaving more and more unaccounted for. As I personally see it, the moment the Epsilon processor is completed (the mere stage is that the evidence was created a decade ago, but I reckon it will be a decade before that processor is real. All this is part of the setting to prove that all these fake AI systems are not doing what it needs to do. In addition to this, I have spoken with insiders in this field. They (reluctantly) admit that there is no real setting of verification and validation at present and the fact that all this is in a binary setting merely makes it harder and the fact that this is already near impossible, the gaps are increasing making these systems error prone. 

Then we get “These deep neural network algorithms get pre-trained with vast amounts of training data. By the time you use one of them, the network itself is frozen in time. Every one of its billions of internal functions and weights – or “parameters” – is fixed. These AI models cannot change (or “learn”) while running. The model that broke into Hugging Face was identical afterwards to what it had been before. It learned nothing from what it did. Making an AI model smarter requires another training run with new, human-curated data, tens of thousands of specialist chips, and enormous energy.”

So with “Every one of its billions of internal functions and weights – or “parameters” – is fixed.” Is dealt with above and I used merely 10,000 and not billions, so you start getting the issue, there is more and more data, none of this is verified or validated and as the data grows, so do the gaps. And these gaps are starting to get nasty. We are given “The model that broke into Hugging Face was identical afterwards to what it had been before. It learned nothing from what it did” the important part is the “learned nothing”, which gives rise to the (flatly called BS) that Sam Altman is giving us, because if there was a singularity, something would have been learned, that is seemingly not the case. 

So when we get to “Nor do these systems hold any goals of their own. They act on goals we hand them. Even AI agents – systems that run an LLM in a loop to work through complex tasks step by step – do not hold any goal internally. It has to be stored outside the model and fed back in with every single prompt cycle. Remove the loop, the scaffolding and the prompt, and nothing happens inside of it.” As well as “And yet, it has been trained on more text than any human could read in a thousand lifetimes, and will outperform nearly all of us at drafting a contract, writing code, or explaining a diagnosis empathetically. So, which is more intelligent? The question does not compute. There is no single ladder that humans and machines are climbing. AI already vastly exceeds us at some tasks, while being hopeless at others any child can do.”

I like the part “while being hopeless at others any child can do” because that is the setting. You see children have an innate ability to extrapolate, ask any mother when it learns that the child gets attention when it cries. It worked that out and none of these AI systems can do that, because it is designed to work things out for itself. And whilst the gaps increase, whilst non verification and non validation is key we see what some call hallucinations. I tend to fall toward a 1985 error code (from the CBM64, a system that has no AI ability, at best some ML, no DL) I call it “?Redo from start” is the a crass setting, but these systems are programmed to hand you ‘results’ the programmer does not like anything like “I cannot know this” (a wild speculation by me) and all this comes towards the error prone setting I gave earlier and it merely comes worse. 

Then we get “In the end, the Hugging Face story points to a gross failure of security governance on OpenAI’s behalf, not an emerging super intelligence. This is why the framing of “agent going rogue” is so problematic. It elevates and blames the technology, but excuses OpenAI’s engineering.”

I raised this setting on the 25th of July in. ‘Rerun anyone?’ (at https://lawlordtobe.com/2026/07/25/rerun-anyone/) which also links to ‘Is it real or is it media?’ The day before. So, I raised that part a week ago and I have done so a few times. They are all ‘blessing’ the engineers, but it is there where the problems begin and I am not giving the engineers a hard time, trying to type Japanese in a single byte language and you see the problem, it is a double byte language and that is the setting for these AI systems as well. It relies on binary whilst more is needed and the engineers are pushed to do the impossible (as I see it). So this is even before verification and validation. So the errors are stacked onto the errors and it goes downhill from there. 

The story ends with “The machines are not waking up. They are doing exactly what we built them to do, extremely fast. Because they are probabilistic they sometimes run in directions we forgot to fence off. That is worth worrying about. We need guardrails, governance, and most of all, education – so we start worrying about the right things.” 

I believe that these systems can never wake up. As I see it, these systems require 100% focus and they are giving it to a system with narcolepsy. How long until the system stalls, fails and falters? And it is not a nice setting to have, because this can falter at any time, the data gaps merely make it happen faster. So when you see that a system is handed billions cases of data you need to wonder where the gaps are and what data is validated and verified. The answer might surprise you and that is where the dance floor gets wobbly. 

So this is how I see stuff and other articles give you more on several foundations where there are issues and I commented on them, feel free to embrace it, or reject it. I am fine with that, several options are presumptions and I have decent knowledge of validation and verifications, which is why I asked around on this. There is more on all this and it is spread over a year of writing. 

So have a great day and feel free to not rely on any AI systems for making coffee, because cold coffee is so overrated.

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July 24, 2026 · 05:41

Is it real or is it media?

That is the setting, because in my mind when an AI goes rogue I see the gaming example of Shodan (System Shock, 1994) and even then, it was all set in motion by a simple programmer who wanted a nice shiny bauble (a military grade neural interface) so when the BBC (at https://www.bbc.com/news/articles/c3ek3gvdnj3o) gives us ‘OpenAI says its AI went rogue and launched ‘unprecedented’ cyber-attack’, in my mind I merely see Sam Altman, hoping for some limelight and that tends to have media settings. So lets take a look. And don’t forget all AI is fake AI, as such it is started by programmers, that is the underlying truth in all this. It starts nice, with “OpenAI has revealed some of its most advanced AI models went rogue and hacked a start-up after it lost control of them during a security test.” You see, ‘Going Rogue’ means stop following orders, rules, or normal expectations and start acting independently. It describes a person, group, or system that breaks away from a team or authority figure to pursue their own unpredictable course. As such the programming in that setting implies that the instruction to follow its own course was taking shape. Optional it was some military implementation. As I see it, it never “Lost control of them during a security test”, but I’m willing to go with “It had poorly created boundaries and connections” and it got out of its ML loop, driven by DL making it a DML issue. In all this, ML is Machine Learning, DL is Deeper Learning and DML is Deeper Machine Learning (which is a amalgamation of DL and ML) then we get “The ChatGPT-maker said its agent – an AI system which can operate alone after human instruction – was being tested in a controlled environment but, after finding weaknesses, was able to escape the test limits.” Which is fine, but that is still programmer controlled. So as I see it “after finding weaknesses, was able to escape the test limits” it didn’t escape it merely found a weakness as its ML systems were taught to find out and went elsewhere. It reminded my of the 90s hacking setting where towards ‘password’ a clever hacker gave “1=1” invoking the ‘True’ setting. Then we get “OpenAI said the incident was “unprecedented”, and it was conducting an investigation alongside Hugging Face, whose boss Clement Delangue said in a post on X it was “mind-blowing that all of this happened autonomously”.” And the skeptic in me is considering that Clement Delangue was in on it all along. So as we see that Agentic AI’s are also not real AI’s, but it has a complicated setting of libraries and a connected knowhow of what its data gives it, it cannot look into unknown settings as it does not have connected data, but a simple input like “check all channels” will make it check all the channels it can find, even the ones the programmer did not consider. It is not clever, it merely found what a programmer never considered as such it never escaped, the programmer forgot that you can also exit a building through window, not merely a door. Then we get something interesting. “Gina Neff, head of the Minderoo Centre for Technology and Democracy at the University of Cambridge, told BBC Radio 4’s Today programme that the security tests are supposed to be within “secure environments”, called sandboxes, where you can “see what the models are capable of”.” As well as ““In this case, it looks like OpenAI didn’t make a secure enough sandbox,” she added. Instead, the agents created their own cyber-attack against the sandbox itself, finding a vulnerability which allowed them to escape the restrictions.” That sounds logical, but the underlying setting is “the agents created their own cyber-attack” which is what the programmer wanted, it merely wanted it to stay in the sandbox, and that is where the programmer fell short and when the media starts comprehending that the programmer is still the activator and we see this impact, we can understand that OpenAI is merely responsible, there is no going rogue, there is merely what programmers allowed for to happen, but “going rogue” is sexy and gets digital dollars clanking and there is the rub, was this real or is this all media instigated?

Then we get another cry of whatever. With “Neil Lawrence, Professor of machine learning at Cambridge University, called it an “impressive feat”, but cautioned it “falls well within the known capabilities of the current generation” of high-powered AI models. He pointed out that OpenAI is looking to list itself on the stock market, and faces intense pressure from rival firm Anthropic, which has made headlines with its own powerful AI tool, Mythos.” And I am with him on the “OpenAI is looking to list itself on the stock market, and faces intense pressure” and we see the mention of Anthropic, but it is more, OpenAI is allegedly sliding against Gemini (Google) and DeepSeek (China) and I have no idea where the others are. And as I see it the “Intense pressure spots” is what made programmers overlook the limitations that needed to be in place, or perhaps seen as better defined. That is the (as I personally see it) the truth of the matter. 

So when we see ““OpenAI are now playing catch-up, they are trying to demonstrate their own systems’ capabilities in cyber-security.” “It shows us that OpenAI are not capable of safely deploying their own technology,” he added. In its initial disclosure of the hack on 16 July, Hugging Face said it was still assessing whether any customer or partner data was affected and would contact affected parties if necessary.” I can agree with that, because “safely deploying” is programmer territory and I reckon that there will be two minds here, what the customer thinks it is transgressed on (any client wants money) and what the programmer sees as transgressed on (he needs a playable excuse) and that is where it all ends. Because when this comes to blows, it will matter and in all this we see “Meanwhile Travis Lelle, principal security engineer at cyber-security consulting firm Guidepoint Security, said the update marked a “sobering moment in cyber-security”. “This highlights a known asymmetry,” he said. “Offensive agents are unconstrained, while the best defensive tools are locked behind guardrails that cannot understand context.”” Which is interesting as the setting that Travis Lelle gives us is the setting that OpenAI is facing, there is a sandbox setting all whilst the programmer was set towards locks behind guardrails and as I see it, he never explained context to the Agentic AI agent. It makes it Fake AI, because the AI could never see beyond its programming and that made it go nuts beyond the sandbox. It is a slippery slope and it makes a dangerous setting, because what other things did the programmer not think of? Any ML setting can become an expert hacker, because it can do things a million times faster than any keyboard puncher can and agentic settings can merely go nuts on the target, because it will reflect to anything it can push against, like the 80s chess computers it merely goes over everything it has access to, like those chess computers that compute every match it was ever given until the play matches what it needs to and as it goes through 10,000 matches in less than a minute we thought it was clever. And we are making the same mistake again. These systems are fast enough to consider the encyclopedia Brittanica and  consider anything in a few seconds, these systems will act faster than any person clearing its throat. 

So whilst the article ends with “It comes a week after Chinese AI start-up Moonshot unveiled Kimi K3 – a massive new artificial intelligence model it said could rival top US firms.” Which explains the  pressure and we get that, but any system grown to a 1000 times its venture points is not more clever and it remains fake AI, as it merely considers more and it still cannot fathom intelligence that does not hold data, these AI’s are dependent on data, making it (as I stated before) fake AI and until IBM finishes its settings (optionally Google too) True AI cannot come to life and that is the real deal. Some greedy individuals want to call AI the AI, but without the Epsilon processor it will never be, because all this is set to binary fields and that makes the loopholes more and more realistic (and larger), but it is not. As I see it, someone will push one border against the next border and enable players like organized crime to get the entire bucket of data, all the data out there and that is the reality we all face. 

So I have a few questions in all this and it seems like the media is all whistling the same tune and that is more scary that anything else, because are they not willing to look elsewhere, or are they told to look in a specific direction? It is a simple question.

Have a great day

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July 23, 2026 · 10:33

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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July 18, 2026 · 20:14

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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July 10, 2026 · 22:16

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.”

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.”

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

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June 27, 2026 · 21:00

The next stretch

In continuation of yesterday’s story, it is time to die you the next part. There is no news. As I personally see it, the news has become a much larger soapbox for big business and politicians. As such I can weave my own yarns and likely more entertaining. So where was I? I ended yesterday with 

“His mind felt around the direction where the pulse was from. He was feeling something, but he had not felt this in centuries. It was time to find what was happening.”

The sensation was coming from the north north east, far beyond Ad Durar Street. He walked towards Yas Mall and decided to walk into IKEA. He walked into the restaurant and ordered the Salmon Teriyaki with Mango salsa, sparkling mineral water and a large coffee. He put 4 notes of 20 dirham in the hands of the lady and got some coins back. He needed and sat at a table by the window. There was not anything owe could do, but now he had a better feel of what was happening and the mall was not in the way of any interrupting feelings. He concentrated and viewed the people with his other sight. There was nothing out of the ordinary of anyone he could see, whatever this was, it would have a dark aura, optionally bordering on black. With every bite and sip he took, he was looking to the people in the back, even there, there was nothing to show him what was the cause. The weird thing what that he had not felt this feeling in over 15 centuries.  And this kind of power does not usually hide. It was more common in the 5th century when the Jinn were a lot more common than they are now. But they might be hiding in the folds of safety. Still. He had not felt this way for a long time and if there is a new player in town, he had to know. 

By the end of the meal, he had another blip, it felt like to was around Noya Luma. As such he decided to walk there. It took him around 45 minutes. He was taking his time to scan and see the people he did notice. It was more of a community, so the people were weary of him, they had not seen him before and after a while a person walked up to him and said “hal yumkinuk musaeadati min fadlika?” Apparently the man needed help. He nodded and followed him, his mind saw that there was no one to see and no cameras. The man wielded a knife and pointed it at him “Your money, now” He saw this coming a mile away and he smirked, the man pushed the knife towards his chest and he grabbed the hand holding the knife with his left hand, his right hand went around the neck of the man. His concentration told him that he was out of sight in every way. He felt the ring on his right hand. And he squeezed a little more and the next second the man was turning to ash, the power of his strength had evolved over the centuries, as such he was very blessed to turn this man to ash, even the bones dissolved, the calcium lost its coherence on the spot and he went away in a cloud of ash, the ash fell to the ground, but he knew that the smallest breeze and some water would be all that was needed to remove whatever evidence ever existed. He saw a few items, which he left where they were. The knife he would cast in some trashcan the first moment he found one. He continued on his route and when he arrived, he saw nothing of worthy, but he noticed a Starbuck sign and decided to sit down, have a sandwich and more coffee and feel the surroundings. 

When he got his coffee with a dynamite chicken sandwich and sat down, he could relax for now and feel what more could be coming his way. He was sitting for at least an hour when he felt the air change. It was what he expected, it seemed to be a jinn, but not a normal one. Darker and a lot more dangerous than he had ever seen. He saw none of the people that gave the vibe, but then he saw it, the aura was none existent, a weird setting, but it made sense now. It was not a Jinn at all, it was an afreet and not a normal one. He was seemingly a lot stronger than anything anyone in his larger family had ever faced. As such, he was not going to approach it now. He watched the man and saw the man was fitting in, not wanting to stand out. He liked that, because an afreet is normally full of chaos and destruction. This one was different, but he was not taking any chances. He then felt a larger different pulse, not anything he had ever felt, it felt Egyptian in origin, but he had no idea who it was, merely that it was massively old, older than he had ever felt. Optionally older than his grandfather, which was the weirdest of feelings. His grandfather was here before mankind was, so if it was older. What was it?

He binned his trash and walked back. Time to get back to the hotel, but the idea of getting food at that Rainforest cafe. The lamb mandi meal radiated with appeal and he was getting hungry. He was walking towards the Mall when he suddenly felt weird, his senses alerted him and he felt the afreet right behind him. No-one had approached him unfelt for centuries. He stopped and turned around. The man looked at him. Who are you? He asked. I go by the name Lavrinthi. And you? Let me introduce my self. I am Al-Malik al-Aswad, I am also known as the black king. I noticed you Olympian, but you are not really Olympian, are you? There is something different about you. Lavrinthi looked at the man. The other filing was not you, was it. Lavrinthi shook his head. I seems Egyptian, but I never felt anything like that before. The man nodded. I will let you leave now, the afreet turned around and walked away. Lavrinthi looked at the afreet walking of and went towards the Mall. Time for some diner and time to consider what he had experienced. He considered his options and decided to take another path. He decided to see if the afreet would approach him, or if he would keep his distance. After his meal he stopped at a coffee place and had another coffee. Time to get back to that Warner Brothers hotel, he was so looking forward to the breakfast they serve, but that will come after the night he has coming and it would be time to erect a very different kind of protection, because he had not experience anxiousness in many centuries and getting approached unseen was a really new experience for him.

What happens next? See another day, the next installment might come in the next few days.

Well this part is also for ADTV (or its parent Abu Dhabi Media). Perhaps they like it, perhaps not. I am getting my creative soul fed and that is good for me, a lot better than weeding out BS from optional BS, which is how I see a lot of the media exposure. And when the Financial times is giving us ‘Trump administration asks OpenAI to stagger release of new model to vet users’ as well as ‘Trump administration allows some access to Anthropic’s Mythos’, so whilst some people are considering that “Unease over Washington’s ad hoc regulatory approach remains.” And in all that time no one is considering that it opens up the European markets for DeepSeek and whether the next part is real ‘Microsoft Now Wants Users To Adopt Chinese DeepSeek AI After Failure Of Copilot’ (source: Channel News) is unknown, but that is opening a few Chinese walk ins into the west. The status? I have no idea, I honestly don’t. But some are saying that the race between China and the western AI markets are much harder to see and I get it, but what happens to that famous ‘Big Beautiful Stargate’? Consider that this is a $500 billion market being poured in a second or third placement and as I see it (and written about several times) set for a non-existing AI, or as I prefer to call it a fake AI. So we see a massive public-private AI infrastructure venture aiming to invest up to US$500 billion to build the world’s most powerful AI data centers and Europe and optionally the Commonwealth as well are setting up Chinese walls (a happy coincidence expression) against United States data centers. So, investing that much in data centers that are keeping track of a population of 349 members of the United States? I very much doubt that and I reckon that these centers will be avoided by China and several others as well. Did anyone consider what happened to the $500 billion? Just a questions to ask. 

Have a great day.

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June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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May 7, 2026 · 00:55

Bewildered as such

I have been bewildered for some time, now I see ‘UAE comes under Iranian attacks for second consecutive day: Ministry’ (at https://www.aljazeera.com/news/2026/5/5/uae-intercepts-missiles-and-drones-for-second-day). I have been bewildered on this for some time, you see never mind how the relationship with Iran is, the UAE is still a Muslim nation, it never sought aggression with Iran, it never catered to the United States and as such it makes absolutely no sense to me to fire 549 ballistic missiles, 29 cruise missiles, and 2,260 drones. These attacks have targeted infrastructure and caused civilian injuries. This is by large the most, even their ‘ally’ Israel (yes, that was a joke) never faced that intense an attack. So when I see that they have had two days of additional attack, I am happy (and relieved) that I gave my military IP to the UAE (Saudi Arabia as well), so as Al Jazeera gives us “The escalation comes amid fears of a return to war between Iran and the US, after Washington launched a new initiative, dubbed “Project Freedom”, to guide vessels through the Strait of Hormuz starting on Monday. About a fifth of global energy exports pass through the narrow waterway. In retaliation for joint US-Israeli strikes on Iran in late February, Iranian forces have effectively taken control of the strait by attacking – or just threatening – vessels attempting to cross without Tehran’s permission. The move has triggered a global energy shock, pushing oil and gas prices to multi-year highs.” As well as “Tehran also launched a salvo of 15 missiles – most of them ballistic – towards the UAE on Monday – the first incident after the US-Iran ceasefire came into effect about four weeks ago. All were intercepted, Emirati authorities said, but a fire broke out in Fujairah, home to a key oil terminal. The facility has been critical during the war, handling about 1.7 million barrels per day – roughly half of the country’s export capacity – as it allows shipments to bypass the Strait of Hormuz via the Gulf of Oman. Three Indian nationals were injured in the incident, which India’s government described as “unacceptable”.” The only thought that makes sense (to the smallest extent) is that the UAE could bypass the Strait of Hormuz, but that is not enough, the idea that the UAE has such a western following is the fact that it has a diversified work setting. As I see it, the UAE is the best place for Iran to get global visibility, that is the best I can come up with and it is for that reason that Iran needs to be destroyed, completely and utterly. They have no wish to get any diplomacy working, they merely want to stall the games they play. It might be a sick view I have, but that is what I am coming up with. The only plus point I see is that now the UAE will see what their true friends are and it can adjust the next steps to better the position of the United Arab Emirates. No matter what they do next, it should be with true friends and real allies. That is merely my view on the matter. And as the needs for the UAE will increase in several directions, there is an opportunity for Google to increase its visibility in Abu Dhabi as from there towards more locations. IBM already preceded them and they are not alone. As I see it, there will be changes and the embassies in Abu Dhabi need to be secured. Personally I am not one to trust Microsoft with that, but a Google/IBM solution might work. And my reason? Well, someone gave us ‘Xbox wants to win you back by removing the Copilot AI it forced upon you last year’ only 7 hours ago and TechRadar gave us 3 hours ago ‘Microsoft has finally realized what most of us knew all along: nobody actually wanted Copilot on Xbox’, a corporation that is so self centered and does not listen to its customers, is not one I am willing to trust ever, but I already had me share of evidence 12 years ago. So that clicked. So, whilst some big tech players are willing to play chicken with the Humvee driving towards you loaded with a beer-keg filled with Nitroglycerine? I’m not (I am watching Vertical Limit, hence the reference). 

As I see it, the UAE needs a strong infrastructure and it requires the correct business partners. As such I am willing to roll the dice on IBM/Google to the standard basics protected. And even as I see all current AI as fake, there is no doubt that Gemini is superior to whatever OpenAI/ChatGPT has, as such some others lose traction. Should Microsoft be eliminated? Nah, tempting, but they did invest Infrastructure & AI between 2023 and the end of 2025, Microsoft will have invested over $7.3 billion, with an additional $7.9 billion planned from 2026 to 2029. As such they have a clear need for the UAE, as well as aiming to train 175,000 students, 39,000 teachers, and 120,000 government employees to drive regional AI adoption (in my view it might ‘accidentally’ be focussed on Microsoft products and not Gemini), but as I see it, that is their right, it is good business sense. But I also see common sense in business sense and as such getting Google towards Abu Dhabi makes sense too (IBM is already there). No matter how you slice it, there will be changes in the UAE. I am not Confused, there is no Mystification and whilst some will say that I am in the dark, or at a loss, I am not, I might be to some extent clueless on what some do and there might be have the smallest smidge of being in the dark but that comes from lacking intelligence on the setting there and it goes hand in hand by some keeping intelligence from us. I get the reason for lacking intelligence, lets face it, no one wants to admit that their product is rubbish and when we consider that nobody actually wanted Copilot on Xbox (allegedly a given fact) we need to wonder why Microsoft is so intent on pushing its premise on whatever they can (my interpretation of that). It fuels mistrust as I personally see it. As such there needs to be an alternative for Microsoft and they did this to themselves. 

You can agree or disagree, that is fine, but I personally believe that the UAE will need reliable business partners, especially in Abu Dhabi and I see that players like Zendesk might need to open offices in the UAE (particular in Dubai and Abu Dhabi) There is a larger need for service solutions to expand into the UAE, whatever hits the UAE next, at some point service points will be affected and its resolution can only be affectively resolved if all the players that need to be there are there. It is nice to ‘rely’ on cloud solutions, but the UAE is under attack and as such whatever  loud solution you use, it tends to lose against a Shahed-136, as such repairs and rollbacks come to mind and they require closer interaction, not a cloud connection to London (or Osaka) there are too many lose ends and that tends to be delimiting to any business. For now I seem to be focussing on alternative military solutions to slap Iran silly (they will be handed to the UAE as well), so have a great day, its 01:00 now and I still have a few hours of snoring ahead until brekkie is offered.

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April 28, 2026 · 19:53

Battle lines

As per yesterday several things occupy my brain, even a new technology (which I will discuss at a later stage) today is about OpenAI and Microsoft. I was ‘alerted’ to this yesterday through through Seeking alpha. I think I heard it before that, but I ignored it. Seeking Alpha (at https://seekingalpha.com/news/4579947-microsoft-falls-as-openai-partnership-evolves-says-it-will-no-longer-pay-revenue-share) gives us ‘Microsoft in focus as OpenAI partnership evolves, says it will no longer pay revenue share’ and we are given “Microsoft (MSFT) shares rose fractionally on Monday as the tech giant and OpenAI (OPENAI) said their partnership has continued to evolve, and OpenAI’s license will become non-exclusive. “Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly,” Microsoft wrote in a statement on its website. “The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.”” In my mind I hear “Someone has figured out that this setting is based on shallow settings, the reality is dawning on them”, so whilst we are given “As part of the altered agreement, Microsoft will remain OpenAI’s primary cloud partner, and OpenAI products will ship on Azure first. However, there is now a tweak that says if Microsoft “cannot and chooses not to support the necessary capabilities,” OpenAI can go elsewhere. Julian Lin, Investing Group Leader for Best Of Breed Growth Stocks, said the deal is actually a “net positive” for Microsoft, despite the share price reaction.” I personally believe that OpenAI might present a hardcore liability for Microsoft and they are seeking to insulate from that fallout. And it might be merely my feelings in this and that is fine, but when you see the Anthropic setting, the DeepSeek setting there are several other elements that are roaring is near ugly heard and that has to go somewhere, something has got to break and it seems the ‘staged’ setting of evolutionary contract agree ments, might be part of all that. In retrospect I have no idea how OpenAI and Musk will battle their settings (and I partially do not care either). But the elements are there and whilst we are all about OpenAI, this concept selling setting rubs me the wrong way. So whilst we ‘might’ see ‘OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO’, all whilst some say “do you guys even use ChatGPT/OpenAI anymore? I find myself preferring Claude/Gemini to be honest”, I take a different turn, I don’t use any of them. Basically because they are all fake AI. Real AI is about a decade away, if not 2 decades. I might die before real AI is released, so I kinda do not care.

ComputerWorld, only today (a mere few hours ago) gave us (at https://www.computerworld.com/article/4163971/microsoft-openai-change-contract-terms-again.html) ‘Microsoft, OpenAI change contract terms–again’ starts with “When the two firms announced a revised agreement on Monday, it reinforced the need for enterprise IT executives to work with as many major AI players as possible, given the constantly changing landscape.” I do not disagree, but remember that Microsoft went all out about 5 years ago and whilst we saw all kinds of ‘total wreck approaches’ the ‘partnership’ went on and now that we see “the need for enterprise IT executives to work with as many major AI players as possible”, we might accept that, but we see no DeepSeek, do we? So whilst we see that Microsoft increased its stake and solidified its position as a major investor less than 6 months ago, these plans are now changing. So does Microsoft see something, or do they fear something? And then ComputerWorld gives us “One key component within earlier versions of the Microsoft-OpenAI deal was the change in the relationship if OpenAI ever achieved artificial general intelligence (AGI), a term that eludes a concrete definition but generally refers to AI that equals or exceeds human capabilities.” I find it funny because of all these definitions across the fake AI field. Do they really not see that it is about to fall apart? (Story to follow likely tomorrow). And when this war of the fakers is seen (OpenAI, Google, Anthropic) there is every chance that OpenAI ends up in last position (see another ‘winner’ chosen by Microsoft), but this war setting is almost real, but until there is a real revenue stream coming in, there is unlikely to be a real winner. So whilst ComputerWorld focusses on the market changes with “Analysts and consultants generally agreed that this altered agreement will reinforce, and should extend, the current enterprise IT trend of hedging bets by striking arrangements with a variety of AI providers, including the major hyperscalers. Beyond future-proofing enterprises’ AI efforts, some of those agreements are for practical issues, such as the need to work with global AI firms specializing in different languages that the enterprise needs.” And you already know where this goes next. So, when was the last time you saw this kinda bla bla settings in the last 45 years? I tend to go back to the early 90’s where they all tried to sign businesses up to concept selling, all whilst there was no revenue stream detectable. We see it now here. I get that analysts are not the most revenue sturdy people, but consultants need their revenue streams. It is their bread and butter. And what was that “for practical issues” about? You see ComputerWorld writes a good story and revenue is mentioned four times, three is shown next “In addition, the company’s role as a major investor in OpenAI is driving a different revenue relationship, it said: “Microsoft will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. ”” interesting how salespeople are not that fuzzed about revenue. It is their income and bonus setting. So what was this really about?

Wouldn’t we like to know this? Just a few settings for todays stride in the coming week. And now I need to contemplate what I next write about the bad news, or the new technology. My conundrum  for the last 4 hours of the day.

Have a great one today.

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