Tag Archives: OpenAI

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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April 25, 2026 · 23:45

Accusation without evidence

That is the path I saw today on the BBC (at https://www.bbc.com/news/articles/cpqxgxx9nrqo), now hear me out. Even as we are being told ‘White House memo claims mass AI theft by Chinese firms’ we have to acknowledge that it comes from that same place that gave us that “‘someone’ claimed “$18 trillion” in new investments”, “prices are down” and “Ukraine for starting the war with Russia, suggesting they should have surrendered territory to avoid it” as such I am willing to disbelief this. Also China has DeepSeek and it does so (it’s speculations) at a fraction of the cost.

And whilst we are getting “The White House has said it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology. Michael Kratsios, Director of Science and Technology Policy, wrote in an internal memo that the administration had new information indicating “foreign entities, principally based in China” were exploiting American firms.” My mind goes not different directions. The first being:

If you have shattering IP valued at billions of dollars you have proper cyber security installed. That is merely my thought, others might have another opinion. 

My mind is racing towards a different setting. You see, OpenAI and its ‘co-conspirators’ are not delivering on the premise that gave too many people well over half a trillion dollars want to see return on investment and none is coming and now (not unlike the concept sellers in the 90’s) they need a blamable party. So what is easier than to blame China? Now, I am not saying that China is innocent, but in all this one might need evidence to make a case and none of it seems to be coming. As such we are given ““foreign entities, principally based in China” were exploiting American firms. Through a process called “distilling”, such firms are essentially copying AI technology developed by US companies, he said.” OK, I’ll bite, so where is the evidence? Why, if this distilling is a problem are these outputs not better protected, so there is no ‘distilling’? Simple question, perhaps when Oracle was needed, the cheapskates decided to rely on Azure? I have no idea, I am merely offering options as the evidence is clearly lacking. 

So whilst the article ens with “While Kratsios did not name any foreign entities, leading AI companies like OpenAI and Anthropic have said they are dealing with such distillation activity.” I reckon that the distillation culprits like House Spirits Distillery and Angostura Distillery were made exempt? 

You think that I am making a funny and I was, but this has been going on for months and these so called high priced (fake) AI corporations have been absent in their cyber security? How does this distilling happen? All things missing from the BBC article and are unlikely on the mind of the White House as the article seems to imply it comes from the very beginning where we saw “it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology” you see, the first part would be ‘How did they achieve this?’ Which we do not see and the state of cyber security we don’t see either, both seem rather obvious in that setting. 

So as I said China might not be innocent, but in that same setting we see that the United States and their (fake) AI firms are apparently clueless. Don’t take my word for it, just look at the scraps on this table and see where the crumbs aren’t dealt with and I see no part in all this that shouts ‘China is guilty’ that would require actual evidence. So if that is seemingly is not required counter the idea of this AI scheme to be the part of a scam to wipe out trillions on the exchange, which might be the case, but the setting of ‘no evidence’ is apparently in effect and that goes both ways. As I see it, someone wants to see evidence of AI and whilst they invested billions, there is a greed driven setting that the profits all go to China as they stole the plans, but is that really so? Even distilled plans need refinement and the source data is missing. So, how would they proceed? The setting does not make complete sense to me. Any innovation requires a foundation, even DeepSeek would like to have one, or it is simply a sifting solution and the power remains with these innovative wannabe’s (sorry, a paraphrased term).

So have a great day and wonder why the accusation was made, because that setting is likely to be in dollar numbers and where is that money now? Have a great day.

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April 24, 2026 · 01:54

The butler did it

That was the primary thought I has when I faced the BBC Article (at https://www.bbc.com/news/articles/c62j4ldp2jqo) telling me ‘OpenAI faces criminal probe over role of ChatGPT in shooting’ and we are given “Florida’s Attorney General James Uthmeier said on Tuesday his office had been looking into the use of the artificial intelligence (AI) chatbot by a man who allegedly shot several people at the campus in Tallahassee.”, personally I stand with “An OpenAI spokesperson said: “ChatGPT is not responsible for this terrible crime.”” I am hesitant to stand opposite a professional especially with the lack of evidence shown in the BBC article that we see. But the idea that some fake AI picks up a gun like the next Cyberdyne hoodlum (optionally looking strikingly like Arnold Schwarzenegger) and mopping the floor with cadavers as the staccato of automatic fire hits campus os a little much. There is even no evidence in the form of logs reading of Chatbot lingo stating n the form of:

“I am your god, you will obey me and for now I state as stated once even before Abraham walked the earth, you will bend down these mortals in the using a Knight’s Armament LAMG for better accuracy because you have the body of a little bitch. So go, I am your god, I comment you”

As for how the suspect, 20-year old FSU student Phoenix Ikner, who is now in jail awaiting trial, interacted with ChatGPT, OpenAI’s spokesperson said the chatbot “did not encourage or promote illegal or harmful activity”

So, as such what evidence is there towards prosecuting OpenAI? I don’t mind as it fuels the flames of entertainment and trying to be a useful git I would like to offer Florida’s Attorney General James Uthmeier the thought that he should be aware of (after he had his free pound of flesh from the media). 

Rule 11 requires attorneys to conduct “due diligence” to ensure a claim has a factual basis and is not filed to harass or cause unnecessary delays.

Because in the end, without evidence of ‘convolution’ of the mind or thoughts of (evidence supported) ’co-conspiracy’ FSU student Phoenix Ikner is likely to face a long stretch in Hotel Sing Sing with the optional inoculation by Dr. Death. I don’t call the shots, that is up to the judge in this matter. 

But from the lack of evidence that the BBC gives, I reckon that OpenAI is off the hook and that is merely me and in opposition of my usual banter in economy, I do hold law degrees (invalid in the United States). As such I have to wonder if the article had anything to do with that shooting at all? Over 30% is about ChatGPT and it hold a photo of Sam Altman, so it seems that at least two parties are more interested in media exposure, because (as I personally see it) we would, if it was about the crime, get an image of Florida State University, optionally with grieving people. So what gives?

I might have oversimplified the issue, what do you say? Have a great day, oh wait. I need some exposure too, so lets add to this by switching to YouTube. In that matter yesterday, I saw a video by Nancy Wheeler and when it troubled my mind I wanted to rewatch parts of that video, so as I searched for “Nancy Wheeler economy”, which was needed as there is a fictive character of Nancy Wheeler who messes up your internet soufflé. She gives us that there is a crises coming, and she states is underway already. As such I wondered and for the life of me, I could not find the Nancy Wheeler in real life outside of YouTube. That doesn’t mean she does not exist, but with the facts given I was weirdly surprised that the media had not picked that up. She gives us that there are three weaknesses creeping up on all of us:

Sovereign debt trap
Currency bifurcation machine 
Shadow liquidity crises

Now it sounds massive and cool (which makes the media not picking this up weird), and she talks a nice deal. I a lacking economy knowledge, so I was almost mesmerized, A really pretty youthful young sprout asking for my attention has that effect on me. But there was something in what she said. She stated: “The buyers [of the debt] have changed, the maturities have shortened and the exit doors have gotten smaller”

This caught me, because that sounds about right, so I wonder why the media didn’t pick this up. It is not to prove that she was right, but considering the reasoning that the media wants its pound of flesh, they didn’t go for debunking this either. So what is the silence? Don’t get me wrong, for all we know Nancy Wheeler could be a massively pretty doom speaker and this tends to be an automatic media magnet (she is more appealing in looks than Jerome Powell ever will be) and as I am blissfully ignorant on economy there is no way I can tell the difference of one against the other (facts).

So is it correct? Is she wrong and she made a point that the debt surpassed the 97.1 trillion. Is it a gimmick for the call to ‘accurate’ reporting? As such the video (at https://www.youtube.com/watch?v=_TqjlaiU_N8) gives us the goods and I let you decide how right or wrong she is. 

Well that is all there is on this Friday (for me) when you all rejoin me on this Friday I will have more to say (in approximately 20 hours). Have a great day the next 20 hours.

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April 23, 2026 · 07:30

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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April 17, 2026 · 15:07

What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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April 13, 2026 · 16:16

With the coming of Linux

That is not entirely the truth, Linux has been here for some time but now France is going the way of Germany and Denmark, pushing Microsoft out of the door. I reckon that Microsoft played their cards too early and against the wishes of their audience. We cannot blame the Trump administration for everything, so as France goes. I reckon that Monaco will also dial down the Microsoft beast and not to forget Lichtenstein. It has deep roots with both France and Germany, as such there is every chance that they, labeled one of the world’s wealthiest countries, boasting a GDP per capita exceeding $200,000. Which is uncannily high. It has a specialized financial services industry and also has deep roots with Switzerland. So, there is a chance that this might also end the power of Microsoft in the land of cheeses (banks also). I don’t think that Microsoft will yield the field, Excel for its origins in Lotus 1-2-3 has become the power system to call home for many in the financial industry snd there is no way that others can dethrone Excel, but that is pretty much the only application that is sitting safely and pretty. 

TechCrunch gave us (at https://techcrunch.com/2026/04/10/france-to-ditch-windows-for-linux-to-reduce-reliance-on-us-tech/) the setting “The country said it plans to move some of its government computers currently running Windows to the open source operating system Linux to further reduce its reliance on U.S. technology.” It is high time that this happened, but it still might be done in time before all these data centers would be holding onto EU data, they’ll still hold a lot, but not everything and that is when the dollar value of Microsoft goes into decline. Brian Sozzi (Executive editor Yahoo Finance) gave us “Goldman Sachs analyst Gabriela Borges pinned the company’s 23% plunge this year to two factors in a new note on Monday. First, upward revisions to capital expenditures without commensurate upward revisions to Azure cloud sales. This resurfaced concerns about returns on investment and Azure’s competitive positioning against peers such as Amazon’s (AMZN) AWS.” I reckon that the hundreds of millions of users that Microsoft will lose in 2025 will add to that pain, but to what extent, I personally have no idea.

With the American Administration the way it is, that pain is only getting worse, because the bulk of the world does not like that this American administration can get access to any data server that is founded on American soil, even if these data centers are in Denmark (or France, or the EU), these people want out as fast as they can. And that is happening right now. I don’t think that all EU nations will leave, still the idea that Satya Nadella lost roughly 450,402,641 users will have to hurt his ego a tiny bit. And I reckon that the stock price of 370.87 will equally take a hit, as such the valuation of 2.75 trillion (aka 2,751 billion, or 2,751,000 million) will decrease. I have no idea how much it will decrease, but as I see it, the gaming section was hit harder then they expected and now we see other venues take the proverbial dive. That is before people realize that the 27% stake in OpenAI is also seeing some ‘hindrance’ and as they quite recently invested $13 billion in that field. All whilst OpenAI also had a deal with AWS for $50 billion, rumors are there that the Microsoft legal divisions are ready to get their shares back, but I have no idea how deep this is and how far along this is. But when we see this on top of the setting with Fractal Vision (aka DeepSeek with AI for a fraction of the cost OpenAI is heralding), it seems that when the dust settles, the chance of Microsoft seeing 2 trillion vanish like snow in a volcano is not entirely unrealistic. 

How deep this losses go is unknown to me, but you could optionally ask Jamie Dimon (phone: +1 212-270-6265) at JPMorgan Chase & Co. He would know better than me. Still, France is a new cog in this delayed revenue fading machine. And it has the option of dragging several nations with them and from there the losses merely increase. The old expression goes ‘It never rains when it pours’ and I reckon that Satya Nadella has never seen a version of Compound Troubles seen explode on his table and here I was thinking that Microsoft CT was about community training. Ah well, you learn something new every day.

Well, I have to stop now, because I am giggling slightly too intense to enjoy coffee at present. So you all have a great day and consider downloading LibreOffice, it is 245 MB, free and installs easily. Time for me to consider another setting in gaming later today.

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March 29, 2026 · 05:44

The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

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February 19, 2026 · 19:17

The setting of the sun

That is what I saw, the setting of the sun. A simplistic setting that was about to happen since the sun came up. We got the news from the BBC. And we are given ‘I hacked ChatGPT and Google’s AI – and it only took 20 minutes’ I can see how this happens. It doesn’t surprise me and the story (at https://www.bbc.com/future/article/20260218-i-hacked-chatgpt-and-googles-ai-and-it-only-took-20-minutes) gives us the niceties with “Perhaps you’ve heard that AI chatbots make things up sometimes. That’s a problem. But there’s a new issue few people know about, one that could have serious consequences for your ability to find accurate information and even your safety. A growing number people have figured out a trick to make AI tools tell you almost whatever they want. It’s so easy a child could do it.” I think it is not quite that simple. But any ‘sort of intelligent setting’ can be fooled if it is not countered by validation and verification. It can give way to way to much ‘leniency’ and that is merely the start. Get 10,000 pages to say that ‘President Trump was successfully assassinated at T-15 minutes and the media will go into a frenzy in mere minutes and everyone uses that live feed in a matter of moments. So when a sizable Trolling Server farm connects the rather large settings of consumers to that equation the story is brought to life and that AI centre will be seeking all kinds of news to validate this, well not validate, the current systems corroborate. Now, lets face it, no non American cares about President Trump, but what happens when someone takes that approach with for example Lisa Su (CEO AMD) and stops her accounts whilst seeding this setting? You get a lot of desperate investors trying to place their money somewhere else. Whilst the trolls take their money, make is legal tender and buy all the stock in space and when the accusations are rejected they sell their shares with a nice bonus. Think I’m kidding? This is the result of Near Intelligent Parsing (NIP) but it cannot work without clear settings of validation or verification. So whilst we get “It turns out changing the answers AI tools give other people can be as easy as writing a single, well-crafted blog post almost anywhere online. The trick exploits weaknesses in the systems built into chatbots, and it’s harder to pull off in some cases, depending on the subject matter. But with a little effort, you can make the hack even more effective. I reviewed dozens of examples where AI tools are being coerced into promoting businesses and spreading misinformation. Data suggests it’s happening on a massive scale.” So what happens when economic settings lack certain verification and also is cutting corners on validation? Do you think my settings are far fetched? 

This was always going to happen and whilst economic channels are raving about the error of mankind, consider that “AI hallucinations are confident but false or misleading responses generated by artificial intelligence, particularly large language models (LLMs). These errors occur when AI fills in data gaps with inaccurate information, often due to faulty, biased, or incomplete training data” now think of what someone can achieve with doctored training data and that gets added to the operational data of any fake AI (NIP is a better term). This is the setting that has been out there for months and whilst organisations are playing fast and lose with the settings of credibility (like: that doesn’t happen now, there is too much time involved), someone did this in 20 minutes (according to the BBC), so do you think that Thyme is money, then you better spice up because it is about to become a peppered invoice (saw one cooking show too many last night).

What we are about to face is serious and I personally think that it is coming for all of us. 

So have a great day and by the way? And I just thought of a first verification setting (for other reasons, as such I keep on being creative. So, how is Lisa Su? #JustAsking

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February 16, 2026 · 21:33

Questions

That is what I was thrown, questions and quite a few. To get there I need to take you on a little journey it was around 1988 I got my fingers on some defence data (can’t tell you which one) the data shows results of some kind (I had no idea at that time what results they were) but the part that was, was the fact that they had log files and these files gave locations. It comes with the setting of log files. These files gives the hacker way too much information, what solutions are being used, what IT architecture was in play, in those days I was a simpleton. I never realised the power that this kind of information had, or as some hackers said in this setting “Copy me, I want to travel” This part matters, because around 2014 (after the traitor Manning gave the files to Wikileaks) I got my hands on some of them. The compression used was one I had never used before and it took a few days to get the program. What I saw was that log files were here too. It wasn’t that obvious, but I noticed them and these log files gave part of that current architecture to whatever hacker got (or was given) access to it. So a setting that was about 37 years old. This setting has been in place for that long a time, so as you see this, we can start with the articles, so keep what I just gave you in mind.

The article was given to us by NDTV (at https://www.ndtv.com/world-news/openai-accuses-deepseek-of-distillation-what-it-is-how-it-works-us-china-tensions-11002628) I got the news from Reuters, but they are behind a paywall, so NDTV gets the honour. We see ‘OpenAI Accuses DeepSeek Of Distillation: What It Is, How It Works’ and hit comes with “In the AI world, distillation is a common technique where a smaller or newer AI model learns by studying the responses of a larger, more advanced model” And we also see “The company told the House Select Committee on China that DeepSeek allegedly relied on a technique known as “distillation” to extract responses from advanced US AI systems and use them to train its own chatbot, R1,” according to a memo obtained by Reuters. The American AI giant stated that the Chinese firm was finding clever ways to bypass safety systems and trying to take advantage of the technology that US companies spent billions of dollars developing.” Now consider that (according to some) “OpenAI is valued at approximately $500 billion, cementing its position as the world’s most valuable venture-backed company” when you get that and when you realise that log files could be used to ‘distill’ information. Now imagine that this information could lead to corporate knowledge? So when you realise that this setting was out there for almost 40 years, do you think that more concise solutions would have been needed? So when we see that Sam Altman is prone to ‘excuses’ like the setting with Nvidia, the stage with Microsoft and now this? What is Sam Altman not telling its audience? Isn’t anyone taking that leap? So whilst I remember that at least one of the Pentagon routers still have the admin password to “Cisco123” you might consider the setting that this article (as well as the Reuters) version is a preamble to bad news and when you consider that Americans have an overactive dislike of anything Chinese (like DeepSeek)  and when we get to “In the AI world, distillation is a common technique where a smaller or newer AI model learns by studying the responses of a larger, more advanced model. Instead of training that model completely from scratch, the newer model observes and mimics the advanced model’s answers and behaviors.” The setting I gave you makes the setting of better protection even more sense. Especially as this impacts a expected $500,000,000,000 valuation. There are days that I don’t have that amount in my wallet (100% of the time) so I am left with questions. So in the first, why was there no better protection and in the second, how did DeepSeek get access to them. I would normally tend towards the inside job notion. And that setting is seen (personally and speculatively)  on a few levels and in a few ways, but happy go lucky, the media isn’t on that level yet (or ever). So does anyone else have the idea that something doesn’t seem to add up or match to the stage of a 500 billion dollar solution? Just a few questions come to mind at this point. 

Have a great day today, there about to have breakfast in Toronto and I kinda miss than frisky cold atmosphere whist drinking an elephant coffee (Jumbo cappuccino with full cream milk and three raw sugars) whilst nibbling on some sandwich (nearly anything goes there). So enjoy your day today.

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