I was having a ball this morning. I was alerted to an article that was published 11 hours ago, that makes all the difference and in particular the setting of me telling all others “Told you so” So as we start seeing the crumbling reality of a bubble coming to pass, I get to laugh at the people calling me stupid. You see, Ted’s Hardware is giving us )at https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in) with ‘Microsoft CEO says the company doesn’t have enough electricity to install all the AI GPUs in its inventory’ so there I was (with a few critical minds) telling you all that there isn’t enough energy to fuel this setting of these data centers (like StarGate) and now Microsoft (as I personally see it, king of the losers) is confirming this setting. So do you think this (for now) multi trillion dollar company cannot pay his energy bill, or are they scraping the bottom of the energy well. And when we come to think of that, when the globally placed 200,000 people (not just Microsoft) are laid off and there is no energy to fuel their (alleged) AI drive, how far behind is the recession that ends all recessions in America? It might not be the great depression, as that gave them nearly 15 million Americans or 25% of that workforce unemployed. But the trickle effect are a lot bigger now and when that much goes overboard, the American social security will take a massive beating.
So as I have been stating this lack of energy for months (at least months) we are given “Microsoft CEO Satya Nadella said during an interview alongside OpenAI CEO Sam Altman that the problem in the AI industry is not an excess supply of compute, but rather a lack of power to accommodate all those GPUs. In fact, Nadella said that the company currently has a problem of not having enough power to plug in some of the AI GPUs the firm has in inventory. He said this on YouTube in response to Brad Gerstner, the host of Bg2 Pod, when asked whether Nadella and Altman agreed with Nvidia CEO Jensen Huang, who said there is no chance of a compute glut in the next two to three years.” Oh, didn’t I say so a few times? Oh, yes. On January 31st 2024 I wrote “When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough.” I did so in ‘Forbes Foreboding Forecast’ which I did (at https://lawlordtobe.com/2024/01/31/forbes-foreboding-forecast/) so there is a record and the setting of energy shortage was visible over a year ago, I even published a few articles how Elon Musk (he has the IP) to get into that field in a few ways. You see, either you contribute directly, or you remove the overhead of energy, which Elon Musk was in a perfect stage to do.
So, when your chickens come home to roost and such agrarian settings, it becomes a party and a half.
And then we get the BS (that stuff that makes grass grow in Texas) setting that follows with ““I think the cycles of demand and supply in this particular case, you can’t really predict, right? The point is: what’s the secular trend? The secular trend is what Sam (OpenAI CEO) said, which is, at the end of the day, because quite frankly, the biggest issue we are now having is not a compute glut, but it’s power — it’s sort of the ability to get the builds done fast enough close to power,” Satya said in the podcast. “So, if you can’t do that, you may actually have a bunch of chips sitting in inventory that I can’t plug in. In fact, that is my problem today. It’s not a supply issue of chips; it’s actually the fact that I don’t have warm shells to plug into.”” It is utter BS (in my personal view) as I predicted this setting over 639 days ago and I am certain that I am not that much more intelligent than that guy who controls Microsoft (aka Satya Nadella) and that is the short and sweet of it. I might be elevated in dopamines at present, but to see Satya admit to the setting I proclaimed for some time gives a rather large rise to the upcoming StarGate settings and the rather large need to give energy to that setting. It is about to become a whole new ballgame.
And as the Cookie crumbles the tech firms and the Media will all point at each others but as I see it, both were not doing they jobs. I am willing to throw this on the pile of shortcomings that courtesans have as the cater to digital dollars, but that song has been played a few times over. And I am slightly too tired (and too energised) to entertain that song. I want to play something new and perhaps a new Gaming IP might solve that for me today (likely tomorrow).
A setting we are given and as we see the admission on Ted’s Hardware, Some might actually investigate how much energy they are about to come short on. But don’t fret, these tech companies will happily take the energy due to consumers as they can afford the new prices with are likely to be over 10% higher than the previous prices. It is the simple setting of demand and supply. They already fired over 40,000 people (a global expected number), so do you think that they will stop to consider your domestic needs over the bubble they call AI, to show that they can actually fuel that setting? Gimme a break.
So Youtube has a few video on surviving life in a setting where there is no energy, if that fails ask the people in the Ukraine. They have been battling that setting for some time.
Time to enjoy my dopamine rush and have a walk in a nice walk in the 83 degree Fahrenheit shadow. Makes me think about the hidden meaning behind 451 Fahrenheit by Ray Bradbury. Wasn’t the hidden setting to stop questioning the reality of things and rely on populism? Isn’t that what we see at present? I admit that no books are being burned, but removing them from the view is as bad as burning them. Because when the media is ignoring energy needs, what does that spell in the mind of some? So have a great day and see what you can get that does not require electricity.
There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them.
So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water.
All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions).
A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?
Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat.
So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.
A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.
Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.
That is how I saw the news (at https://www.khaleejtimes.com/business/tech/dubais-10000-ai-firms-goal-to-redefine-competitiveness-power-uaes-startup-vision) with the headline ‘Dubai’s 10,000 AI-firms goal to redefine competitiveness, power UAE’s startup vision’ there is always a risk when you start a new startup, but the drive to something that doesn’t even exist is downright folly (as I see it) and now it is driven to a 10,000 times setting of folly. That is what I perceive. But lets go through the setting to explain what I am seeing.
First there is the novel setting and it is one that needs explaining. You see AI doesn’t yet exist, even what we have now is merely DML (Deeper Machine Learning) and it is accompanied at times with LLM (Large Language Models) and these solutions can actually be great, but the foundations of AI are not yet met and take it from me it matters. Actually never take my word, so lets throw some settings at you. First there is ‘Deloitte to pay money back to Albanese government after using AI in $440,000 report’ and then we get to ‘Lawyer caught using AI-generated false citations in court case penalised in Australian first’ (sources for both is the Guardian). There is something behind this. The setting of verification is adamant in both, You see, whatever we now call AI isn’t it and whatever data is thrown at it is taken almost literally at face value. Data Verification is overlooked at nearly every corner and then we get to Microsoft with its ‘support’ of builder.ai with the mention that it was goo. It lasted less than a month and the ‘backing’ of a billion dollar went away like snow in a heatwave. They used 700 engineers to do what could not be done (as I personally see it). So we have these settings that is already out there.
Then (two weeks ago) the Guardian gives us (at https://www.theguardian.com/business/2025/oct/08/bank-of-england-warns-of-growing-risk-that-ai-bubble-could-burst) ‘Bank of England warns of growing risk that AI bubble could burst’ with the byline “Possibility of ‘sharp market correction has increased’, says Bank’s financial policy committee” now consider this setting with the valuation of 10,000 firms getting a rather large ‘market correction’ and I think that this happens when it is the least opportune for the UAE. This take me to the old expression we had in the 80’s “You can lose your money in three ways, first there are women, which is the prettiest way to lose your money, then through gambling, which is the quickest way to lose your money and third way is thought IT, which is the surest way to lost your money” and now I would like to add “the fourth way is AI, which is both quick and sure to lose your money” that is the prefix to the equation. And the setting we aren’t given is set out in several pieces all over the place. One of them was given to us in ABC News (at https://www.abc.net.au/news/2025-10-20/ai-crypto-bubbles-speculative-mania/105884508) with ‘If AI and crypto aren’t bubbles, we could be in big trouble’ where we see “What if the trillions of dollars placed on those bets turn out to be good investments? The disruption will be epic, and terrible. A lot of speculative manias are just fun for a while and then the last in lose their shirts, not much harm done, like the tulips of 1635, and the comic book and silver bubbles of the late 1980s. Sometimes the losses are so great that banks go broke as well, which leads to a frozen financial system, recession and unemployment, as in 1929 and 2008.” As I personally see it, America is going all in as they are already beyond broke, so they have nothing to lose, but the UAE and Saudi Arabia have plenty to lose and the American first are good to squander whatever these two have. I reckon that Oracle has its fallback position so it is largely of, but OpenAI is willing to chance it all. And that is the American portfolio, Microsoft and a few others. They are playing bluff with as I see it, the wrong players and when others are ignoring the warnings of the Bank of England they merely get what is coming for them and it is a game I do not approve of, because it is based on the bluff that gets us ‘we are too big to fail’ and I do not agree, but they will say that it is all based on retirement numbers and other ‘needly’ things. This is why America needs Canada to become the 51st state so desperately, they are (as I personally see it) ready to use whatever troll army they have to smear Canada. But I am not having it and as I see “Dubai’s bold target to attract 10,000 artificial intelligence firms by 2030 is evolving from vision to execution, signaling a new phase in the emirate’s transformation into a global technology powerhouse. As a follow-up to earlier announcements positioning the UAE as the “Startup Capital of the World,” recent developments in AI infrastructure, capital inflows, and global partnerships show how this goal is being operationalised — potentially reshaping Dubai’s economic structure and reinforcing its competitive edge in the global digital economy.” I believe that those behind this are having the best interests at heard for the Emirati, but I do not trust the people behind this drive (outside of the UAE). I believe that this bubble will burst after the funds are met with smiles only for these people to go out of business with a bulky severance check. It is almost like the role Ryan Gosling played in the Big Short where Jared Vennett receives a bonus of $47 million for profits made on his CDSs. It feels almost too alike. And I feel I have to speak up. Now, if someone can sink my logic, I am fine with that, but let those running to this future verify whatever they have and not merely accept what is said. I am happy to be wrong but the setting feels off (by a lot) and I rather be wrong then be silent on this, because as I see it, when there is a ‘market correction’ of $2,000,000,000,000 you can consider yourself sold down the river because there is a cost of such a correction and it should 100% be on the American shores and 0% of the Arabic, Commonwealth or European shores. But that is merely my short sighted view on the matter.
So when we get to “Omar Sultan Al Olama, Minister of State for Artificial Intelligence, Digital Economy, and Remote Work Applications, said the goal reflects the UAE’s determination to lead globally in frontier technology. “Dubai’s target to attract 10,000 AI companies over the next five years is not a dream — it is a commitment to building the world’s most dynamic and future-ready digital economy,” he said. “We already host more than 1,500 pure AI companies — the highest number in the region — but this is just the beginning. Our strategy is to bring in creators and producers of technology, not just users. That’s how we sustain competitiveness and shape the industries of tomorrow.”” I am slightly worried, because there is an impact of these 1,500 companies. Now, be warned there are plenty of great applications of DML and LLM and these firms should be protected. But the setting of 10,000 AI companies worry me, as AI doesn’t yet exist and the stage for Agentic programming is clear and certain. I would like to rephrase this into “We should keep a clear line of achievements in what is referred to as AI and what AI companies are supposed to see as clear achievements” This requires explanation as I see whatever is called as AI as NIP (Near Intelligent Parsing) and that is currently the impact of DML and LLM and I have seen several good projects but that is set onto a stage that has a definite pipeline of achievements and interests parties. And for the most the threshold is a curve of verifiable data. That data is scrutinized to a larger degree and tends to be (at times) based on the first legacy data. It still requires cleaning but to a smaller degree to dat that comes from wherever.
So do not dissuade from your plans to enter the AI field, but be clear about what it is based on and particularly the data that is being used. So have a great day and as we get to my lunch time there is ample space for that now. Enjoy your day.
That is the setting I just ‘woke’ up from. A fair warning that this is all PURE speculation. There are no hidden traps, there is no revelation at the end. All this is speculation.
You see, some will recall the builder.ai setting and there we see “Builder.ai was a smartphone application development company which claimed to use AI to massively speed up app development. The company was based mostly in the United Kingdom and the United States, with smaller subsidiaries in Singapore and India.” At this time we are given “The real catalyst wasn’t technical failure — it was financial mismanagement. According to reports, Builder.ai was involved in a round-trip billing scheme with one of its partners. Essentially, they were allegedly booking fake revenue to make the business look healthier than it was.” And the fact that Microsoft was duped here makes it hilarious. But was it? You see, as I see it AI doesn’t exist (not yet at least) so this setting didn’t make sense, it still doesn’t. Apart from the fact that there were 700 engineers involved (which made the setting weird t say the least) and that was set in a larger space. But what if there was no ‘loss’ for Microsoft? What if builder did exactly hat was required of them? When I got that thought, another beeped up. What if this setting was a mere pilot? You see, there are data issues (all over the place) and Microsoft knows this. What if these 700 engineers were setting the larger premise. What if this is the premise that Sam Altman needs? What if the enablement the is caused between Sam Altman and Satya Nadella and their needs? What if that setting isn’t merely data, but programmers? What if OpenAI is capturing all the work created by programmers? You see, data can be collected, capturing the work of programmers is a little different and OpenAI gets at present “OpenAI is set to hit 700 million weekly active users for ChatGPT this week”, as far as I can tell 90% is simple rubbish, but that 10% are setting their fingerprints on the programming of the future. And whilst this is going on, the ChatGPT funnels are working overtime. As such these programers are pushing themselves out of a job (well not exactly) they still have jobs in several places, but the winners here is team Altman/Nadella. They are about to clean house and when the bulk of the programmers is captured, automated program settings are realised. It isn’t AI, but the people will treat it as much. And this setting is really brilliant. We all contributed to a new version of Near Intelligent Parsing. One that has the frontlines of the crowds, millions of them. And no-one is the wiser as such.
Perhaps some are and they do not care. They will have their own partitions on this all and the setting will regurgitate their logic and as such they will be the cash makers in the house. So, we are pricing ourselves out of a jobs, out of many jobs. But as I said, this is merely speculative and I have no evidence of any kind. Yet this was the setting I see coming.
Now, let see if I can dream lovely dreams involving a lovely lady, not an Grok imaginative lady of the night. You know what I mean, Twitter is filled with them at present.
Have a great day, it’s 5:00 in the morning in Vancouver, I’m almost seeing Monday morning, less than 2 hours to go.
That is where I saw myself. Thinking of a near forgotten great. It was 1935 and a relatively unknown director (in those days) it was his second movie for a new firm and that movie, the setting have been burned into my memory for over half a century. It takes a lot for something to happen to anyone. I am talking about the 39 steps. Even in 1935 the dangers of industrial espionage were seen as monumental and today this is worse. So as I see it. Based on the book by John Buchan, 1st Baron Tweedsmuir the movie by many that matter is seen as an absolute masterpiece (one of them is Orson Welles). As such I see a setting where someone can sort of rewrite the story to be more contemporary. The indication quote given in the movie is “The 39 Steps is an organization of spies collecting information on behalf of the foreign office of…” and we never heard the end because mr Memory was shot at that point in during the public performance. The act out of clear fear is a setting that should not be underestimated. Now, I would love to have a bite at that, but I already have three more running originals, one is a miniseries, one is a story in three seasons and one is an open endeavor spanning 3-4 seasons for now. As such my hands are full and the first work hasn’t even been sold yet. That one is a movie meant for Arabic streaming channels. As such, I need to hand it over to someone who feels frisky to go up against a great like Alfred Hitchcock. Trying to equal this masterpiece is already a herculean task, surpassing it will be close to impossible, but do try, I challenge you.
Consider the settings we have now. NIP (Near Intelligent Parsing), ‘AI’ advertisements by Facebook (or Meta) and that is merely the start. We have woke ‘idiots’ and we have religious nuts, take in measure the settings of a political administration that shoots itself in the foot, the disability of acting out against Russia and everyone is considering the yellow peril (aka China) setting the new frontier. All elements that can make a massive impact in a storyline.
So as we consider the IP that is starting to make waves (Hyper-loop, AI (aka NIP)) and that is intertwining in western, eastern and Arabic settings. If that doesn’t make for a compelling story, it is out of my hands. Oh, and before you think it is merely governments. Consider the settings that Google, Microsoft, Meta, TikTok and Huawei take on the global stage. And they all want the same thing whilst aiming for similar goals.
I think there is enough space for a rewrite of the 39 steps, the politics, business and technology are setting the stage that all want to ‘enable’ empowering that setting. And even as the 1935 original was merely implying that setting. Consider that we were given this month “Chinese theft of American IP currently costs between $225 billion and $600 billion annually.” Yet that is a two way stream. As I see it, the west has close to nothing to counter the innovations of Huawei and there is more. So what happens when a ‘dedicated’ corporation merely sets the goals towards profits and become the axial of all this? A sort of SMERSH in real life (like Bond faced in the 60’s) but there is no need for Mr. Memory. So what happens when data sets are given to OpenAI (or ChatGPT) and that system links (falsely or not) the parts that matter? So what happens to the overseers of such a system? I am merely opening doors for someone to pick up the quill and parchment (a laptop is so passé) but the idea comes across I hope. And considering last week, news with the alleged hacks by Violet Typhoon, this movie plot could thicken.
So what happens when that is the setting towards the conclusion, the middle is the start and during the movie you get start to middle in segments and that goes towards the conclusion of someone getting to the end of the story. My idea is that this could make a magnificent movie with a woman in the lead. Perhaps Florence Pugh, Jenna Ortega, Sydney Sweeney, Anya Taylor-Joy, Saoirse Ronan, or Elle Fanning could be cast. You see, this needs to be a ‘younger’ actress. As I see it under 30. A side story would be that she is into climbing, a loner that is driven to succeed in her IT/Consultancy job. Oh and these are merely characters I know off, there are plenty of actresses that could apply. I am merely thinking of the type, not the exact character and I think that this is meant for the one taking up the baton. Would be great if a Canadian or Nordic picks up that challenge. And I got a few more ideas. It could be set against actual political events of 2025. As I see it, this movie makes a massive impact if the movie starts with:
This movie is entirely fictional, any resemblance to actual persons or events is purely coincidental
As a wink to the 1932 claim against MGM is entertaining enough, but when you base this on 2025 events it will gain traction by millions of conspiracy theorists who will drive the movie along making a lot more interested in seeing this work.
A simple setting that should make Alfred Hitchcock wink at the writer and director, in equal measure Orson Welles would applaud the setting as it is a wink towards The Night That Panicked America and the October 30 1938 broadcast it was based upon. It was one hell of a peekaboo.
I reckon this can be done again and nicely on the bog screen. So if you reckon to be a script writer, here is your chance.
Have a great day. Another fine idea released before Monday morning.
That is at times the issue, I would add to this “especially when we consider corporations the size of Microsoft” but this is nothing directly on Microsoft (I emphasize this as I have been dead set against some ‘issues’ Microsoft dealt us to). This is different and I have two articles that (to some aspect) overlap, but they are not the same and overlap should be subjectively seen.
The first one is BBC (at https://www.bbc.com/news/articles/c4gdnz1nlgyo) where we see ‘Microsoft servers hacked by Chinese groups, says tech giant’ where the first thought that overwhelmed me was “Didn’t you get Azure support arranged through China?” But that is in the back of my mind. We are given “Chinese “threat actors” have hacked some Microsoft SharePoint servers and targeted the data of the businesses using them, the firm has said. China state-backed Linen Typhoon and Violet Typhoon as well as China-based Storm-2603 were said to have “exploited vulnerabilities” in on-premises SharePoint servers, the kind used by firms, but not in its cloud-based service.” I am wondering about the quote “not in its cloud-based service” I have questions, but I am not doubting the quote. To doubt it, one needs to have in-depth knowledge and be deeply versed in Azure and I am not one of these people. As I personally see it, if one is transgressed upon, the opportunity rises to ‘infect’ both, but that might be my wrong look on this. So as we are given ““China firmly opposes and combats all forms of cyber attacks and cyber crime,” China’s US embassy spokesman said in a statement. “At the same time, we also firmly oppose smearing others without solid evidence,” continued Liu Pengyu in the statement posted on X. Microsoft said it had “high confidence” the hackers would continue to target systems which have not installed its security updates.” This makes me think about the UN/USA attack on Saudi Arabia regarding that columnist no one cares about, giving us the ‘high confidence’ from the CIA. It sounds like the start of a smear campaign. If you have evidence, present the evidence. If not, be quiet (to some extent).
We then get someone who knows what he in talking about “Charles Carmakal, chief technology officer at Mandiant Consulting firm, a division of Google Cloud, told BBC News it was “aware of several victims in several different sectors across a number of global geographies”. Carmakal said it appeared that governments and businesses that use SharePoint on their sites were the primary target.” This is where I got to thinking, what is the problem with Sharepoint? And when we consider the quote “Microsoft said Linen Typhoon had “focused on stealing intellectual property, primarily targeting organizations related to government, defence, strategic planning, and human rights” for 13 years. It added that Violet Typhoon had been “dedicated to espionage”, primarily targeting former government and military staff, non-governmental organizations, think tanks, higher education, the media, the financial sector and the health sector in the US, Europe, and East Asia.”
It sounds ‘nice’ but it flows towards the thoughts like “related to government, defence, strategic planning, and human rights” for 13 years”, so were was the diligence to preventing issues with Sharepoint and cyber crime prevention? So consider that we are given “SharePoint hosts OneDrive for Business, which allows storage and synchronization of an individual’s personal work documents, as well as public/private file sharing of those documents.” That quote alone should have driven the need for much higher Cyberchecks. And perhaps they were done, but as I see it, it has been an unsuccessful result. It made me (perhaps incorrectly) think so many programs covering Desktops, Laptops, tablets and mobiles over different systems a lot more cyber requirements should have been in place and perhaps they are, but it is not working and as I see, it as this solution has been in place for close to 2 decades, the stage of 13 years of attempted transgression, the solution does not seem to be safe.
And the end quote “Meanwhile, Storm-2603 was “assessed with medium confidence to be a China-based threat actor””, as such, we stopped away from ‘high confidence’ making this setting a larger issue. And my largest issue is when you look to find “Linen Typhoon” you get loads of links, most of them no older than 5 days. If they have been active for 13 years. I should have found a collection of articles close to a decade old, but I never found them. Not in over a dozen of pages of links. Weird, isn’t it?
The next part is one that comes from TechCrunch (at https://techcrunch.com/2025/07/22/google-microsoft-say-chinese-hackers-are-exploiting-sharepoint-zero-day/) where we are given ‘Google, Microsoft say Chinese hackers are exploiting SharePoint zero-day’ and this is important as a zero-day, which means “The term “zero-day” originally referred to the number of days since a new piece of software was released to the public, so “zero-day software” was obtained by hacking into a developer’s computer before release. Eventually the term was applied to the vulnerabilities that allowed this hacking, and to the number of days that the vendor has had to fix them.” This implies that this issue has been in circulation for 23 years. And as this implies that there is a much larger issue as the software solution os set over iOS, Android and Windows Server. Microsoft was eager to divulge that this solution is ‘available’ to over 200 million users as of December 2020. As I see it, the danger and damage might be spread by a much larger population.
Part of the issues is that there is no clear path of the vulnerability. When you consider the image below (based on a few speculations on how the interactions go)
I get at least 5 danger points and if there a multiple servers involved, there will be more and as we are given “According to Microsoft, the three hacking groups were observed exploiting the zero-day vulnerability to break into vulnerable SharePoint servers as far back as July 7. Charles Carmakal, the chief technology officer at Google’s incident response unit Mandiant, told TechCrunch in an email that “at least one of the actors responsible” was a China-nexus hacking group, but noted that “multiple actors are now actively exploiting this vulnerability.”” I am left with questions. You see, when was this ‘zero day’ exploit introduced? If it was ‘seen’ as per July 7, when was the danger in this system solution? There is also a lack in the BBC article as to properly informing people. You cannot hit Microsoft with a limited information setting when the stakes are this high. Then there is the setting of what makes Typhoon sheets (linen) and the purple storm (Violet Typhoon) guilty as charged (charged might be the wrong word) and what makes the March 26th heavy weather guilty?
I am not saying they cannot be guilty, I am seeing a lack of evidence. I am not saying that the people connecting should ‘divulge’ all, but more details might not be the worst idea. And I am not blaming Microsoft here. I get that there is (a lot) more than meets the eye (making Microsoft a Constructicon) But the lack of information makes the setting one of misinformation and that needs to be said. The optional zero day bug is one that is riddles of missing information.
So then we get to the second article which also comes from the BBC (at https://www.bbc.com/news/articles/czdv68gejm7o) given us ‘OpenAI and UK sign deal to use AI in public services’ where we get “OpenAI, the firm behind ChatGPT, has signed a deal to use artificial intelligence (AI) to increase productivity in the UK’s public services, the government has announced. The agreement signed by the firm and the science department could give OpenAI access to government data and see its software used in education, defence, security, and the justice system.” Microsoft put billions into this and this is a connected setting. How long until the personal data of millions of people will be out in the open for all kinds of settings?
So as we are given “But digital privacy campaigners said the partnership showed “this government’s credulous approach to big tech’s increasingly dodgy sales pitch”. The agreement says the UK and OpenAI may develop an “information sharing programme” and will “develop safeguards that protect the public and uphold democratic values”.” So, data sharing? Why not get another sever setting and the software solution is also set to the government server? When you see some sales person give you that there will be ‘additional safeties installed’ know that you are getting bullshitted. Microsoft made similar promises in 2001 (code red) and even today the systems are still getting traversed on and those are merely the hackers. The NSA and other America governments get near clean access to all of it and that is a problem with American based servers and still here, there is only so much that the GDPR (General Data Protection Regulation) allows for and I reckon that there are loopholes for training data and as such I reckon that the people in the UK will have to set a name and shame setting with mandatory prosecution for anyone involved with this caper going all the way up to Prime Minister Keir Starmer. So when you see mentions like ““treasure trove of public data” the government holds “would be of enormous commercial value to OpenAI in helping to train the next incarnation of ChatGPT”” I would be mindful to hand or give access to this data and not let it out of your hands.
This link between the two is now clear. Data and transgressions have been going on since before 2001 and the two settings when data gets ‘trained’ we are likely to see more issues and when Prime Minister Keir Starmer goes “were sorry”, you better believe that the time has come to close the tap and throw Microsoft out of the windows in every governmental building in the Commonwealth. I doubt this will be done as some sales person will heel over like a little bitch and your personal data will become the data of everyone who is mentionable and they will then select the population that has value for commercial corporations and the rest? The rest will become redundant by natural selection according to value base of corporations.
I get that you think this is now becoming ‘conspiracy based’ settings and you resent them. I get that, I honestly do. But do you really trust UK Labor after they wasted 23 billion pounds on an NHS system that went awry (several years ago). I have a lot of problems showing trust in any of this. I do not blame Microsoft, but the overlap is concerning, because at some point it will involve servers and transfers of data. And it is clear there are conflicting settings and when some one learns to aggregate data and connect it to a mobile number, your value will be determined. And as these systems interconnect more and more, you will find out that you face identity threat not in amount of times, but in identity theft and value assessment in once per X amount of days and as X decreases, you pretty much can rely on the fact that your value becomes debatable and I reckon this setting is showing the larger danger, where one sees your data as a treasure trove and the other claims “deliver prosperity for all”. That and the diminished setting of “really be done transparently and ethically, with minimal data drawn from the public” is the setting that is a foundation of nightmares mainly as the setting of “minimal data drawn from the public” tends to have a larger stage. It is set to what is needed to aggregate to other sources which lacks protection of the larger and and when we consider that any actor could get these two connected (and sell on) should be considered a new kind of national security risk. America (and UK) are already facing this as these people left for the Emirates with their billions. Do you really think that this was the setting? It will get worse as America needs to hang on to any capital leaving America, do you think that this is different for the UK? Now, you need to consider what makes a person wealthy. This is not a simple question as it is not the bank balance, but it is an overlap of factors. Consider that you have 2000 people who enjoy life and 2000 who are health nuts. Who do you think is set to a higher value? The Insurance person states the health nut (insurance without claims) or the retailer the people who spend and life live. And the (so called) AI system has to filter in 3000 people. So, who gets to be disregarded from the equation? And this cannot be done until you have more data and that is the issue. And the quotation is never this simple, it will be set to thousands of elements and these firms should not have access, as such I fear for the data making it to the outer UK grounds.
A setting coming from overlaps and none of this is the fault of Microsoft but they will be connected (and optionally) blamed for all this, but as I personally see it the two elements that matter in this case are “Digital rights campaign group Foxglove called the agreement “hopelessly vague”” and “Co-executive Director Martha Dark said the “treasure trove of public data” the government holds” will be of significance danger to public data, because greed driven people tend to lose their heads over words like ‘treasure trove’ and that is where ‘errors are made’ and I reckon it will not take long before the BBC or other media station will trip up over the settings making the optional claim that ‘glitches were found in the current system’ and no one was to blame. Yet that will not be the whole truth will it?
So have a great day and consider the porky pies you are told and who is telling them to you, should you consider that it is me. Make sure that you realise that I am merely telling you what is out in the open and what you need to consider. Have a great day.
Yes, this is sort of a hidden setting, but if you know the program you will be ahead of the rest (for now). Less then an hour ago I saw a picture with Larry Ellison (must be an intelligent person as we have the same first two letters in our first name). But the story is not really that, perhaps it is, but i’ll get to that later.
I will agree with the generic setting that most of the most valuable data will be seen in Oracle. It is the second part I have an issue with (even though it sounds correct), yes AI demands is skyrocketing. But as I personally see it AI does not exist. There is Generic AI, there are AI agents and there are a dozen settings under the sun advocating a non existing realm of existence. I am not going into this, as I have done that several times before. You see, what is called AI is as I see it mere NIP (Near Intelligent Parsing) and that does need a little explaining.
You see, like the old chess computers (90’s) they weren’t intelligent, they merely had in memory every chess game ever played above a certain level. And all these moves were in these computers. As such there was every chance that the chess computer came into a setting where that board was encountered before and as such it tried to play from that point onwards. It is a little more advanced than that, but that was the setting we faced. And would you have it, some greed driven salesperson will push the boundary towards that setting where he (or she) will claim that the data you have will result in better sales. But (a massive ‘but’ comes along) that is assuming all data is there and mostly that is never the case. So if we see the next image
You see that some cells are red, there we have no data and data that isn’t there cannot be created (sort of). In Market Research it is called System Missing data. They know what to do in those case, but the bulk of all the people trying to run and hide behind there data will be in the knowing nothing pool of people. And this data set has a few hidden issues. Response 6 and 7 are missing. So were they never there? Is there another reason? All things that these AI systems are unaware of and until they are taught what to do your data will create a mess you never saw before. Sales people (for the most) do not see it that way, because they were sold an AI system. Yet until someone teaches them what to do they aren’t anything of the sort and even after they are taught there are still gaps in their knowledge because these systems will not assume until told so. They will not even know what to do when it goes wring until someone tells them that and the salespeople using these systems will revert to ‘easy’ fixes, which are not fixes at all, they merely see the larger setting that becomes less and less accurate in record time. They will rely on predictive analytics, but that solution can only work with data that is there and when there is no data, there is merely no data to rely on. And that is the trap I foresaw in the case of [a censored software company] and the UAE and oil. There is too much unknowns and I reckon that the oil industry will have a lot more data and bigger data, but with human elements in play, we will see missing data. And the better the data is, the more accurate the results. But as I saw it, errors start creeping in and more and more inaccuracies are set to the predictive data set and that is where the problems start. It is not speculative, it is a dead certainty. This will happen. No matter how good you are, these systems are build too fast with too little training and too little error seeking. This will go wrong. Still Larry is right “Most Of The World’s Valuable Data Is in some system”
The problem is that no dataset is 100% complete, it never was and that is the miscalculations to CEO’s of tomorrow are making. And the assumption mode of the sales person selling and the sales person buying are in a dwindling setting as they are all on the AI mountain whilst there is every chance that several people will use AI as a gimmick sale and they don’t have a clue what they are buying, all whilst these people sign a ‘as is’ software solution. So when this comes to blows, the impact will be massive. We recently saw Microsoft standing behind builder.ai and it went broke. It seems that no one saw the 700 engineers programming it all (in this case I am not blaming Microsoft) but it leaves me with questions. And the setting of “Stargate is a $500 billion joint venture between OpenAI, SoftBank, Oracle, and investment firm MGX to build a massive AI infrastructure in the United States. The project, announced by Donald Trump, aims to establish the US as a leader in AI by constructing large-scale data centers and advancing AI research. Initial construction is underway in Texas, with plans for 20 data centers, each 500,000 square feet, within the next five years” leaves me with more questions. I do not doubt that OpenAI, SoftBank and Oracle all have the best intentions. But I have two questions on this. The first is how to align and verify the data, because that will be an adamant and also a essential step in this. Then we get to the larger setting that the dat needs to align within itself. Are all the phrases exact? I don’t know this is why I ask and before you say that it makes sense that they do but reality gives us ‘SQUARE-WINDOWED AIRPLANES’ 1954 when two planes broke apart in mid-flight because metal fatigue was causing small cracks to form at the edges of the windows, and the pressurized cabins exploded. Then we have the ‘MARS ORBITER’ where two sets of engineers, one working in metric and the other working in the U.S. imperial system, failed to communicate at crucial moments in constructing the $125 million spacecraft. We tend to learn when we stumble that is a given, so what happens when issues are found in the 11th hour in a 500 billion dollar setting? It is not unheard of and as I saw one particular speculative setting. How is this powered? A system on 500,000 square feet needs power and 20 of them a hell of a lot more. So how many nuclear reactors are planned? I actually have an interesting idea (keeping this to me for now). But any computer that leaks power will go down immediately and all those training time is lost. How often does that need to happen for it to go wrong? You can train and test systems individually but 20 data centers need power, even one needs power and how certain is that power grid? I actually saw nothing of that in any literature (might be that only a few have seen that), but the drastic setting from sales people tends to be, lets put in more power. But where from? Power is finite until created in advance and that is something I haven’t seen. And then the time setting ‘within the next 5 years’ As I see it, this is a disaster waiting to happen. And as this starts in Texas, we have the quote “According to Texas native, Co-Founder and CFO of Atma Energy, Jaro Nummikoski, one of the main reasons Texas struggles with chronic power outages is the way our grid was originally designed—centralized power plants feeding energy over long distances through aging infrastructure.” Now I am certain that the power-grid of a data centre will be top notch, but where does that power come from? And 500,000 sqft needs a lot of power, I honestly do not know how much One source gave me “The facilities need at least 50 Megawatts (MW) of power supply, but some installations surpass this capacity. The energy requirements of the project will increase to 15 Gigawatts (GW) because of the ten data centers currently under construction, which equals the electricity usage of a small nation.” As such the call for a nuclear reactor comes to mind, yet the call for 15 GW is insane, and no reactor at present exists to handle that. 50MW per data center implies that where there is a data centre a reactor will be needed (OK, this is an exaggeration) but where there are more than one (up to 4) a reactor will be needed. So who was aware of this? I reckon that the first centre in Texas will get a reactor as Texas has plenty of power shortages and the increase in people and systems warrant such a move. But as far as I know those things will require a little more than 5 years and depending on the provider there are different timelines. As such I have reasons to doubt the 5 year setting (even more when we consider data).
As such I wonder when the media will actually look at the settings and what will be achievable as well as being implemented and that is before we get to the training of data of these capers. As I personally (and speculatively) see it, will these data centers come with a warning light telling us SYSMIS(plenty), or a ‘too many holes in data error’ just a thought to have this Tuesday.
Have a great day and when your chest glows in the dark you might be close to one of those nuclear reactors.
That is at present the larger setting, everyone wants investors and they all tend to promise the calf with golden horns. As I see it, investing in gold mining, Oil mining and a few others are near dead certain return on investments. The larger group that will seemingly want to invest in AI, the new hype word. Still, considering that Builder.ai went from a billion plus to zilch is a nice example what Microsoft backed solutions tend to give. You see, the larger picture that everyone is ignoring is that it was baked by Microsoft. Now, this might be OK, because Microsoft is a tech company. But consider that Builder.ai (previous known as Engineer.ai) was supposed to be all ‘good’, yet the media now reports ‘Builder.ai Collapsed After Finding Sales ‘Inflated By 300 Percent’’ This leads me to believe that there was larger problem with this DML/LLM solution. Another source gives us ‘Builder.ai’s Collapse Exposes Deceptive AI Claims, Shocking Major Investors’ and another source gives us ‘Builder.ai collapse exposes dangers of ‘FOMO investing’ in AI’ yet that is nothing compared to what I said on November 16th 2024 in ‘Is it a public service’ (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) where I stated ““a US strategy to prevent a Chinese military tech grab in the Gulf region” and it is my insight that this is a clicking clock. One tick, one tock leading to one mishap and Microsoft pretty much gives the store to China. And with that Aramco laughingly watches from the sidelines. There is no if in question. This becomes a mere shifting timeline and with every day that timeline becomes a lot more worrying.” With the added “But several sources state “There are several reasons why General AI is not yet a reality. However, there are various theories as to what why: The required processing power doesn’t exist yet. As soon as we have more powerful machines (or quantum computing), our current algorithms will help us create a General AI” or to some extent. Marketing the spin of AI does not make it so.” You see, the entire DML/LLM is not AI, as we can see from the builder.ai setting (a little presumptuous) of me, but the setting that we get inflated sales and then the Register ended their article with “The fact that it wasn’t able to convince enough customers to pay it enough money to stay solvent should give pause to those who see generative AI as a replacement for junior developers. As the experience of the unfortunate Microsoft staffers having to deal with the GitHub Copilot Agent shows, the technology still has some way to go. One day it might surpass a mediocre intern able to work a search engine, but that day is not today.” Is perhaps merely part of the problem the “the technology still has some way to go” is astute and to the point, but it is not the larger problem. It reminded me of the old market research setting, take a bucket of data and let MANOVA sort it out. The idea that a layman can sort it out is hilarious. I have met over the last half a century less than a dozen people who know that they were doing. These people are extremely rare. So whenever I hear a student tell me that they had a good solution with MANOVA, my eyes were tearing with howls of deriving laughter. And now we see a similar setting. But the larger setting is not merely the coded setting of DML and LLM. It is the stage where data is either not verified or verified in the most shallow of situations. And now consider that stage with a 500 billion solution. Data is everything there and verification is one part of that key, a key too many are seeing aside because it is not sexy enough.
And now we get to the investors who are in “Fear Of Missing Out”, for them I have a consolation price. You see, RigZone gave me (at https://www.rigzone.com/news/adnoc_suppliers_pledge_817mm_investment_for_uae_manufacturing-27-may-2025-180646-article/) hours ago ‘ADNOC Suppliers Pledge $817MM Investment for UAE Manufacturing’, and as I see it Oil is a near certainty of achieving ROI, and as everyone is chasing the AI dream (which of course does not exist yet) those greedy hungry money people are looking away from the certainty piggybank (as I personally see it) and that kind of investment for manufacturing will bring products, sellable products and in the petrochemical industry that is like butter with the fish. A near certainty on investment. I prefer the expression ‘near certainty’ as there is always some risk, yet as I see it, ARAMCO and ADNOC are setting the bar of achievement high enough to get that done and as I see it “ADNOC said the facilities are situated throughout the Industrial City of Abu Dhabi (ICAD), Khalifa Economic Zones Abu Dhabi (KEZAD), Dubai Industrial Park, Jebel Ali Free Zone (JAFZA), Sharjah Airport International Free Zone (SAIF Zone), and Umm Al Quwain. They will generate over 3,500 high-skilled jobs in the private sector and produce a diverse array of industrial goods such as pressure vessels, pipe coatings, and fasteners.” As such the only danger is that ADNOC will not be able to fill the positions and that is at present the easiest score to settle.
So as we see the call for investors coming from the sound of a dozen bugles, remember that the old premise that getting the call from a setting that works beats the golden horns that some promise and the investors will need another setting (or so I figure). And in the end, the larger question is why builder.ai was backed inn the first place. Microsoft has a setting with OpenAI and as one source gives me “Microsoft and OpenAI have a significant partnership, where Microsoft is a major investor and supports OpenAI’s advancements, and OpenAI provides access to powerful language models through Microsoft’s Azure platform. This partnership enables Azure OpenAI Service, which provides access to OpenAI’s models for businesses, and it also includes a revenue-sharing agreement.” I cannot vouch for the source, but the idea is when this is going on, why go to it with builder.ai? And was builder.ai vetted? The entire setting is raising more questions than I normally would have (sellers have their own agenda and including Microsoft in this is ‘to them’ a normal setting) I do not oppose that, but when we see this interaction, I wonder how dangerous that Stargate will be and $500,000,000,000 ain’t hay.
And going back to ADNOC we see “ADNOC’s commercial agreements under the In-Country Value (ICV) program have enabled facilities that allow businesses to benefit from diverse commercial opportunities, the company said. The ICV program aims to manufacture AED90 billion ($24.5 billion) worth of products locally in its procurement pipeline by 2030.” More impressive is the quote “ADNOC’s ICV program has contributed AED242 billion ($65.8 million) to the UAE economy and created 17,000 jobs for UAE nationals since 2018, according to the company.” You see, such a move makes sense as the UAE produces 3.22 million barrels per day, that has been achieved from 2024 onward and some say that they exceeded their quota (by how much is unknown to me). But that makes sense as an investment, the entire fictive AI setting does not and ever since the builder.ai setting it makes a lot less sense, if not for the simple reason that no one can clearly state where that billion plus went, oh and how many investments collapsed and who were those investors. Simple questions really.
Have a great day and try not to chase too many Edsel’s with your investment portfolio.
This is what we usually see, or at times hear as well. Now I am not an AI expert, not even a journeyman in the ways of AI, But the father of AI namely Alan Turing stated the setting of AI. He was that good as he set the foundation of AI in the 50’s, half a century before we were able to get a handle on this. Oh, and in case you forget what he looks like, he has been immortalised on the £50 note.
And as such I feel certain that there is no AI (at present) and now this bubble comes banging on the doors of big-tech as they just lost a trillion dollars in market value. Are you interested in seeing what that looks like? Well see below and scratch the back of your heads.
We start with Business Insider (at https://markets.businessinsider.com/news/stocks/tech-stock-sell-off-deepseek-ai-chatgpt-china-nvidia-chips-2025-1) where we are given ‘DeepSeek tech wipeout erases more than $1 trillion in market cap as AI panic grips Wall Street’ and I find it slightly hilarious as we see “AI panic”, you see, bubbles have that effect on markets. This takes me back to 2012 when the Australian Telstra had no recourse at that point to let the waves of 4G work for them (they had 3.5G at best) so what did they do? They called the product 4G, problem solved. I think they took some damage over time, but they prevented others taking the lead as they were lagging to some extent. Here in this case we are given “US stocks plummeted on Monday as traders fled the tech sector and erased more than $1 trillion in market cap amid panic over a new artificial intelligence app from a Chinese startup.” Now let me be clear, there is no AI. Not in America and not in China. What both do have is Deeper Machine Learning and LLM’s and these parts would in the end be part of a real AI. Just not the primary part (see my earlier works). Why has happened (me being speculative) is that China had an innovative idea of Deeper Machine Learning and package this innovatively with LLM modules so that the end result would be a much more efficient system. The Economic Times (at https://economictimes.indiatimes.com/markets/stocks/news/worlds-richest-people-lose-108-billion-after-deepseek-selloff/articleshow/117615451.cms) gives us ‘World’s richest people lose $108 billion after DeepSeek selloff’ what is more prudent is “DeepSeek’s dark-horse entry into the AI race, which it says cost just $5.6 million to develop, is a challenge to Silicon Valley’s narrative that massive capital spending is essential to developing the strongest models.” So all these ‘vendors’ and especially President Trump who stated “Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies” (source: the Guardian). And with the Stargate investment on the mark for about 500 billion dollars it comes as a lightning strike. I wonder what the world makes of this. In all honesty I do not know what to believe and the setting of DeepSeek the game will change. In the first there are dozens of programers who need to figure out how the cost cutting was possible. Then there is the setting of what DeepSeek can actually do and here is the kicker. DeepSeek is free as such there will be a lot of people digging into that. What I wonder is what data is being collected by Chinese artificial intelligence company Hangzhou DeepSeek Artificial Intelligence Co., Ltd. It would be my take on the matter. When something is too cheap to be true, you better believe that there is a snag on the road making you look precisely in the wrong direction. I admit it is the cynic in me speaking, but the stage that they made a solution for 6 million (not Lee Majors) against ChatGPT coming at 100 million, the difference is just too big and I don’t like the difference. I know I might be all wrong here, but that is the initial intake I take in the matter.
If it all works out there is a massive change in the so called AI field. A Chinese party basically sunk the American opposition. In other news, there is possibly reason to giggle here. You see, Microsoft Invested Nearly $14 Billion In OpenAI and that was merely months ago and now we see that someone else did it at 43% of the investment and after all the hassles they had (Xbox) they shouldn’t be spending recklessly I get it, they merely all had that price picture and now we see another Chinese firm playing the super innovator. It is making me giggle. In opposition to this, we see all kind of player (Google, IBM, Meta, Oracle, Palantir) playing a similar game of what some call AI and they have set the bar really high, as such I wonder how they will continue the game if it turns out that DeepSeek really is the ‘bomb’ of Deeper Machine Learning. I reckon there will be a few interesting weeks coming up.
Have fun, I need to lie still for 6 hours until breakfast (my life sucks).
That is where I found myself a few days ago. The realisation that things weren’t what they were supposed to be. Now, it is not really new. Settings change, but for the most it is up to the makers to herald a certain stage of doing business. This is a strange telling, because I believe in the Robocop setting that Kurtwood Smith handed to us “Good business is where you find it” and for the most I believe this is true. The stage was handed to us by Satya Nadella when on December 26th 2024 he gave us “the era of SaaS as we know it is coming to an end, giving way to integrated platforms where AI becomes the central driver. This transformation is poised to disrupt traditional tools and workflows, paving the way for a new generation of applications.” Not only do I not believe him at present. He is paving the way for people to set doubt in a place and push them all towards Azura (i’ll get to this later). Still, this is a weird statement from Microsoft when we got on July 22nd 2024 ‘Microsoft joins forces with Austrade to help its Australian SaaS partners go global’ (at https://news.microsoft.com/en-au/features/microsoft-joins-forces-with-austrade-to-help-its-australian-saas-partners-go-global/), seems like a strange setting. And with the statement “Microsoft has today announced a new program in collaboration with the Australian Trade and Investment Commission (Austrade) to help local partners that offer software-as-a-service (SaaS) solutions accelerate their international growth” It almost sounds like the Asian joke “Two Wongs don’t make a Write” (or something like that).
You see, as I personally see it, Microsoft is in trouble. It hatched its eggs too widely and too many of them are not paying off. There is only so many losses you can book and not take a massive hit. And as long as people are ‘dependent’ on Microsoft Nadella can sing whatever he wants. And that is where the shoe becomes a tight fit (and not in a good way). There is a cluster of people reposting and optionally with their ‘own’ insights as why it is such a stellar move. But there are issues. You see, the first is that SaaS is a good solution for a lot of people, but as the Indian indie developers are gaining in that field Microsoft needs to haul exceedingly into another field where it is just them and their ‘agents’. And Microsoft will get a percentage for EVERY deployment we face.
The second setting is that SaaS goes together with IaaS and PaaS, but with the Microsoft setup all PaaS becomes Azure. It was the Microsoft solution to get from the statement “It is very possible to link single service of IaaS, PaaS and SaaS on 3 different cloud providers.” We got this answer three years ago and that never worked for Microsoft. You see, Microsoft wants it all. They failed too many times (in several fields). The need it all to survive and if enough are connected Microsoft (as I see it) prevents collapse. As I see it the AWS (Amazon) and the Oracle’s Platform as a service are vastly superior to Microsoft. As such Microsoft is dwindled down to size and they do not like it. I also think that Googles PaaS service is better than. Microsoft, but that is a more personal view then evidence driven. As such Microsoft needs to change speed and I reckon that the impending death proclamation of Software as a Service was Microsoft’s way to go and that is what Satya Nadella went with. The issue in this is an additional stage. In the 5 days of Christmas it is all that LinkedIn went with. I was torpedoed with these ‘news casts’ and opinionated settings from hundreds of sources (not only on LinkedIn) and these millennial sales screw ups all wanted a piece of that pie. They want it all whilst the getting was good and it is Christmas, wasn’t it?
It is at this point when I wonder what Huawei has in store with their cloud solutions. It is the media appeasement of Microsoft that I wonder what the ‘enemy’ will bring us and that is where the setting stalls. The attack on our senses is almost infinite and some are deciding where we are able to (or allowed) to look. And we are all in the setting that we want to know where we can go and places like LinkedIn will not give us the full news making them propaganda channels for people like Microsoft. So when will we get the real deal of how to avoid Microsoft? I wonder what Oracle and/or AWS will bring to the table, them and Google would make a good replacement for Microsoft. But will we see that given to us, or is the influencer scene of Microsoft drowning it all out?
I cannot say for sure because the others are seemingly staying silent. Have a great day you all.
Lawrence van Rijn - Law Lord to be 