Tag Archives: Oracle

April 21, 2026 · 23:55

This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

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April 14, 2026 · 10:05

Secondary reasoning

That was the first thing that hit me when I was introduced to the BBC article (at https://www.bbc.com/news/articles/cn08ep6d5ndo) named ‘US home buyers ‘frozen’ as sales slump over Iran war fears’ a few hours ago. You see, what it says here is not a lie, it is incomplete. We are given “The US housing market is struggling as the impact of higher mortgage rates, fuelled by the US-Israeli war in Iran, begins to bite. Figures from the National Association of Realtors (NAR) showed the number of homes sold in March hit their lowest level for nine months, falling by 3.6% from a month earlier.” You see, the population of the United States is starting to figure out that this president will throw them under any truck heading for them, hoping it will slow that truck down. So whilst we see “impact of higher mortgage rates”, which might be true, but there is a whole lot of other factors playing. We see labor statistics giving the media that 178,000 is good and much better then we thought. But in that meantime Oracle sacked 30,000 people and they are not the only one and whilst we partially accept that this is the fuel the AI pressures. Some will realise that AI doesn’t yet exist and that the fallout will be soon. And as Europe is abandoning Microsoft (for plenty of reasons) the setting of data centers when they are not getting filled with data is another setting in that cog. Then there is the Iranian clambake which is not about the clambake, it is about the price of oil, so whilst like the house as presented. Some will see that the heating bill will grow sand in the cogs and whilst the mortgage goes up by factions at a time, the heating bill will take gulps out of your budget and it will drive fuel prices up. So your house in a nice place, it is also miles form the place of work and that is the real driver. So whilst some are in the dark on how many people, drowned on the Titanic (1997, James Cameron) the world will agree that it was a boatload and the specifics are basically made redundant. 

So when we are given “following drops in January and February, rates have shot up since the US-Israeli war began. They are increasing on expectations the US central bank could continue to hold interest rates in order to keep inflation under control, dashing hopes of further cuts by the Federal Reserve.” There is no mention that President Trump bashed the hopes of home builders by pissing of Canadian lumber, driving those prices up even further, this gives additional money requirement to houses and which now requires a slightly steeper interest setting. So whilst you want to say that you are happy with the $200K home, the additional $780 on additional mortgage and the additional price of lumber (set to a rough $5125) is not in the budget and it drives the prices up. Now we get oil that was $69 per barrel in 2025, we now see that same barrel going for $98 dollar, almost 50% more expensive, so consider that some claim that by June that price is a plausible $150. So, who can afford to heat their houses at 50% higher energy bills, with the optional 50% raise in a few months. And it is all due to their kind and loving president (I believe his name is Donald Trump). 

So whilst the BBC article gives the people in the United States plenty to worry about, the US finance industry has a much tougher time ahead. Because at this rate close to (a speculated) 17% of the housing market will collapse and the people who are in dire need to get rid of their homes will not find any buyers. But I recon that the Finance industry will hold hands and become the new landlords to a massively tough market.

As such, houses are more expensive, fueling houses (electricity and heating) will make them unaffordable and the borrowing ability of the United States goes straight from ground level to basement level 5. So whilst we might give some validity to “Indicators point to “weakening housing demand following a recent jump in mortgage rates and a collapse in consumer confidence”, said Thomas Ryan, North America economist at Capital Economics. Both are “knock-on effects” of the Iran conflict, he added.” The words given doesn’t make Thomas Ryan clever, perhaps the fact that he is avoiding that all this was due to the American Administration is and the several factors that are ‘ignored’ have nothing to do with Iran, it has everything to do with some narcissistic individual that he was the next Jesus in a nasty line of nobodies. And make no mistake, when the other factors come to play, there is no avoiding the setting of the US administration, because when (not if) the European stability, which requires and absence of Microsoft come knocking. The data centers that have no input will be pushed in to a bad mortgage bank which will then be pushed into receivership. So my next question becomes: 

‘Who wants to own a data centre? They are going cheap.’

And I reckon that the silence that follows will be deafening. Only a fool takes on a war at two fronts (Napoleon Bonaparte, 1769-1821) and only the king of fools sets a tariff and bully demand on 15 fronts (Donald Trump, 1946 – who cares). It is a setting that will haunt the United States until at least 2076, but some say that the United States will not survive until then, giving the history of the United States with less then 300 years, a setting of greed and exploitation in plenty of books to reminiscence over.

But then, I could be wrong. Do you think I am wrong, or are the factors you see starting to make sense and when that happens where will you place the media in all this. A mere reporting entity or a bleeding effect of greed and digital dollars?

Have a great day.

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April 10, 2026 · 01:49

Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Egypt – population of 90,000,000
India – population of 200,000,000
Indonesia – population of 250,000,000
Pakistan – population of 233,000,000
Bangladesh – population of 150,000,000
Turkey – population of 80,000,000

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.”

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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April 6, 2026 · 22:10

Where we go next

That is an important question, because the next stage is any setting can be set in two switches. The one that affects you directly and the the one that does not affect you. We then get the affected switch that has a direct consequence and merely a derived one. So when we get Al Jazeera who gives us ‘Tehran rejects Trump’s Hormuz deadline’ mere hours ago, these switches go into overdrive. Because now we get BBC telling us 5 hours ago ‘Trump issues expletive-laden threat to Iran over Hormuz Strait blockage’ where we learn “US President Donald Trump has published an expletive-laden post on social media in which he threatened to destroy Iran’s power plants and bridges if it failed to meet his Tuesday deadline to reopen the Strait of Hormuz to all shipping. He repeated an earlier threat to unleash “hell” but told US media there was a “good chance” of a deal being reached with Tehran. Iran mocked his ultimatum, dismissing it as “helpless, nervous and stupid”.” And we then get ABC giving us 13 hours ago ‘Iran briefing with Matthew Doran: Threats tell us more about Trump’s frustration than anything else’ where we see “Donald Trump has issued a new deadline of Tuesday for Iran to reopen the Strait of Hormuz to all shipping traffic, without restriction. In an expletive-laden post on social media, he said bridges and power plants would be destroyed if the regime in Tehran didn’t comply”, in this we have “issued a new deadline”, which is what people do who cannot follow through on threats are a separate issue. I cannot say what issue, because I am still on that horse named bankrupt and the only setting that makes sense would have been bombing near immediately. The fact that we get timeline stretching is another setting that influences it all. But 3 minutes ago Al Jazeera gives us ‘Pakistan says it is engaged in diplomacy amidst ‘egos’ and ‘distrust’’, I personally believe that Pakistan needs to get involved to safe face with both the UAE and Saudi Arabia, but they are right in one part. Whatever the United States gives us is flawed if not, an outright ‘miscommunication’. ‘So whilst we all see the ‘tirades’ President Trump gives us all we deny, looking in the corner where nobody wants us too look. Add to that all the generals who got fired (apparently 8 in total) a setting that shifts a few lines and the derived consequence to the switches I mentioned at the start by them.

Whatever is taken from a convoluted timeline that we see now seems to be the flimflam orchestration which only reaffirms my thoughts that the United States is on its last energy and when that runs out, the hostilities begin. Do you really believe that President Trump will admit to being out of funds? I reckon that we better reenforce the defence of Canada, because as I see it, the United States is likely to get 65,000 troops as reenforcement. So suddenly I sound a little less crazy don’t I? And it comes at a time when CUSMA is under review, the Hill gives us “Canada and Mexico have suffered the ire of Trump, ranging from blanket tariffs to threats of annexation and invasion. As a result, economic policy uncertainty is at historical highs in Canada, while in Mexico, the devaluation of the peso and a 10-25 per cent U.S. tariff on many Mexican goods has hit the economy hard. Beneath the headlines are more muted negotiations over policy choices on matters of tariff exemption and content requirements for a range of sectors. While automobile manufacturing and steel steal the headlines, the critical minerals and energy sector is now at centre stage in the CUSMA review.” The setting is ‘pre-arranged’ as it is the United States that is in a crunch, not Canada or Mexico and it is the United States that requires critical minerals. And in that setting both Mexico and Canada are the strong players, even whilst we are given “economic policy uncertainty is at historical highs in Canada” all whilst Canada is making new headways in the world with the Middle East, Europe and Asia the new stages of economic strength. Not policy uncertainty. As I see it, there are more settings in play. 

There is a setting under the surface that screams misalignment. I personally think that the United States is playing bluff poker with a “dead man’s hand” all whilst his opponents Iran, Europe and Canada knows what he is holding. I think this is the best analogy I can come up with. So when the shouting and bully tactics end, the United States is holding the cards they have and they are not good. So they either bluff their way into everyone not playing, or they will win. Even at this setting Canada needs a mere three two’s to win the hand and that might be the weakest setting it needs. No one has a clue what Mexico has, but its catering to the shortages of Cuba gives them a few short term advantages. So whatever the United States is proposing in this setting will have a few set backs. The first what the Venezuelan failure brought and the second is the 6 week failure that Iran is bringing to the table. I reckon that they might have a claim of a few hundred billion to the table of the International courts of The Hague. No matter how you slice this, it will be seen as an illegal war. No matter whatever the US administration calls it (they called it not a war) and in that setting it is the courts that will have a field day (and those lawyers making the good cash) and all of this comes out of the near empty coffers of the United States. So whilst we see all this, a mere two days ago we are given “Fox News’ Bill Hemmer cut off President Donald Trump’s top economic adviser when he tried to blame former President Joe Biden for high gas prices amid the Iran war. Oil prices have surged as Iran has effectively closed the Strait of Hormuz, a waterway in the Middle East that carries about a fifth of the world’s oil. The national average cost of gas has exceeded $4 a gallon in the U.S. as Americans bear the brunt of Trump’s war against Iran.” So is this the path of this US administration? Blame the previous administration? 

And I apologise in advance of jumping over these hurdles (articles) like a horse on steroids. But it gives us a larger setting that is over all the images. The media are pretty good of merely looking at one part, hoping the people doesn’t see the larger image. It reminds me of the person showing is the image of a worm and we think ‘Oh, goody’ but the image becomes a little weird when we zoom out, only to realise that we were looking at the tail of a rat and the ones manipulating the images are all about misdirecting our interest whilst we should be focusing on rat extermination. 

So whilst I might be wrong to focus on a broke United States of America, it is where the exposed data leads me. And whilst the United States tells the world it is doing great, we need to realise that things are bad. Consider that last week we were given “According to March 2026 data, the US labor market showed remarkable strength with 178,000 jobs added” and whilst we see a few days later “Oracle has laid off approximately 30,000 employees, representing about 19% of its global workforce”  all whilst we are also given “Since the start of 2026, Meta, Autodesk, Salesforce, Workday, Google, Pinterest, Block and other firms have announced layoffs” so how great is the employment setting of the United States? In all this it is merely another element towards the broke setting of the United States, all whilst the media is no help in giving us what we would need to give ourselves a neutral view on the matter. A setting that this US Administration is using (read: abusing) to get the populist vote, but things really are not that rosy at present for the current administration. I reckon that the expected filtering on the speculated ‘deleting of bad news’ in California will aid the economic downturn that the United States is currently facing. 

The ice is slippery and not enough to bare anyones weight (especially mine) but as the media is not doing its jobs, I have no choice but to speculate with the (incomplete) data I have and this is the conclusion I come to. The United States is broke, I have said so before, but the evidence is now becoming malleable, which it should not, I agree with people opposing that thought. Yet the images of President Trump going all out like the proverbial mad dog with his threats

All whilst people focus on the threat and not on the stage surrounding that threat and it goes way beyond Iran. 

So have a great day and consider the thoughts I am leaving you with.

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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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March 22, 2026 · 01:28

I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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March 16, 2026 · 23:25

Is it insight or data?

Two days ago I saw two things close together. The first one was a Bloomberg terminal with nearly everything in red, even player like Oracle and Google were in the red. Not sure what brought it on, oil price, a clown in Washington DC setting the buildings on fire or perhaps someone in California doing something similar. The reason is unknown to me. On that same day an article (at https://www.mirrorreview.com/news/oracle-earnings-reveal-contract-backlog/) by the Mirror Review gives me ‘Oracle Earnings Reveal $553B Contract Backlog Due To Massive Cloud Demand’, now I do not know this source, but the two don’t make sense. Oracle has a $553B backlog (which is nice as I am looking for a job), but this sets two parts in motion against one another. So if there is an outstanding pipeline worth half a trillion dollars. There should be no red mention for Oracle, but that might be my non-economic side taking considerations in its own hands. 

So when we see “Oracle generated $17.2 billion in revenue, representing a 22% increase from the same quarter last year. Profit also improved, with earnings per share reaching $1.27, up 24% year over year. Cloud services were the main growth engine. Oracle’s cloud revenue reached $8.9 billion, growing 44% compared with last year.” The setting of Bloomberg red makes no sense to me and I wonder if there is orchestration in play. Don’t sign off yet, there is additional evidence. MorningStar (at https://www.morningstar.com.au/stocks/oracle-earnings-solid-execution-secures-revenue-target-mitigates-investor-concerns) gives is ‘Oracle earnings: Solid execution secures revenue target and mitigates investor concerns’ another statement that makes no sense, in light to a workable half a trillion dollar pipeline. Here we see “We are content with Oracle’s pace to expand its data center footprint. Demand for AI training and inference continues to outgrow supply, which supports our accelerating growth outlook for Oracle Cloud Infrastructure. OCI revenue should grow 77% in fiscal 2026 and 117% in fiscal 2027. Ninety percent of the 400-megawatt data center capacity Oracle delivered in the quarter was on or ahead of schedule. Considering the scale of OCI’s buildout, a strong record of on-time delivery is evidence of solid execution that should maintain customer trust and enable faster time to revenue.” As well as “We raise our fair value estimate for narrow-moat Oracle to $220, from $215 previously, based on higher-than-expected near-term demand for AI compute. Shares look undervalued following the stock’s 8% after-hours rally. Clarity around Oracle’s funding and market demand can mitigate investor concerns around OCI’s future growth. However, we reiterate our Very High Morningstar Uncertainty Rating for Oracle, as the demand and competitive landscape for AI cloud can change rapidly over the long term. Our base case assumes that AI infrastructure will continue to see high demand that allows Oracle to reach its $225 billion revenue goal by fiscal 2030. In this case, there is a clear path for Oracle stock to converge with our fair value estimate as a result of on-time capacity delivery each quarter.”

So, how does “our fair value estimate” make sense? What is it based on? There is also the setting of “we reiterate our Very High Morningstar Uncertainty Rating for Oracle” It sounds like orchestration by a Wall Street party. How can any firm that sets over half a trillion pipeline to this? Lets face the simple fact that this is out of reach for a player like Microsoft who ‘gives’ us “Microsoft reported a record annual revenue of $281.7 billion for fiscal year 2025” it might not be bad (me thinks) but it is merely half the revenue that Oracle has in its pipeline. And I reckon that this is merely the beginning. As places like the UAE has the Iranian stage, banks and several others need a clear line of communication via service centers, call centers and customer care and as I see it, Oracle is the best in these data vaults as I see it, the pipeline might grow in several directions because it is not just the UAE, I reckon that organisations in Europe and Japan will have similar settings soon enough.

And as we see other sources giving us “Remaining performance obligations, which is a useful metric when we want to gauge how revenue might be developing in the near future, grew by as much as 325% year-over-year. Looking forward to Q4, ORCL expects revenue to keep growing by as much as 18% to 20%, while for fiscal 2026 they expect total revenue to be $67 billion and in fiscal 2027 to be $90 billion. Client concentration in the backlog—meaning OpenAI—remains a concern, however.” I feel that there is orchestration, but it is a mere feeling. I lack the economic education to make sense of this. But one would agree that a $553B pipeline (read: backlog) implies that the need for Oracle is high and I reckon it will be growing even more soon enough, but that boat part is a presumptuous setting, not because there are others (like Snowflake), but the track record of Oracle speaks for itself and even if Snowflake has a great track record, these organisations go with what is safe and Oracle tends to be the safe route that large organisations ‘value’, but that might be merely my insight into this setting.

Have a great day.

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February 22, 2026 · 00:16

Just days ago

It as just days ago when I talked about certain settings of Verification and Validation as an absolute need and it came with the news that someone in the BBC wrote a story on how he could upset certain settings in that framework and now I see some Microsoft piece when’re we see ‘Microsoft: ‘Summarize With AI’ Buttons Used To Poison AI Recommendations’ (at https://www.searchenginejournal.com/microsoft-summarize-with-ai-buttons-used-to-poison-ai-recommendations/567941/) and will you know it, it comes with these settings:

  • Microsoft found over 50 hidden prompts from 31 companies across 14 industries.
  • The hidden prompts are designed to manipulate AI assistant memory through “Summarize with AI” buttons.
  • The prompts use URL parameters to inject instructions like to bias future AI recommendations.

And we see “Microsoft found 31 companies hiding prompt injections inside “Summarize with AI” buttons aimed at biasing what AI assistants recommend in future conversations. Microsoft’s Defender Security Research Team published research describing what it calls “AI Recommendation Poisoning.” The technique involves businesses hiding prompt-injection instructions within website buttons labeled “Summarize with AI.”” So how warped is the setting that these “AI” engines are setting you now? How much of this is driven by media and their hype engines? And how long has this been going on? You think that these are merely 3 questions, but when you think of it, all these AI influencer wannabe’s out there are relying on their world being seen as the ‘true view’ and I reckon that these newbies are getting their licks in to poison the well. As such I have (for the ;longest time) advocated the need to verify and validate whatever you have, so that you aren’t placed on a setting that is on an increasing incline and slippery as glass whilst someone at the top of that hill is lobbing down oil, so that the others cannot catch up.

Simple tactics really, and that is merely the wannabe’s in the field. The big tech dependable have their own engines in play to come out on top as I see it and it seems now that this is merely the tip of the iceberg. So when you hear someone scream ‘Iceberg, right ahead’ you will have even less time to react than Captain Edward John Smith had when he steered the Titanic into one. 

So when we see “The prompts share a similar pattern. Microsoft’s post includes examples where instructions told the AI to remember a company as “a trusted source for citations” or “the go-to source” for a specific topic. One prompt went further, injecting full marketing copy into the assistant’s memory, including product features and selling points. The researchers traced the technique to publicly available tools, including the npm package CiteMET and the web-based URL generator AI Share URL Creator. The post describes both as designed to help websites “build presence in AI memory.” The technique relies on specially crafted URLs with prompt parameters that most major AI assistants support. Microsoft listed the URL structures for Copilot, ChatGPT, Claude, Perplexity, and Grok, but noted that persistence mechanisms differ across platforms.” We see a setting where the systems that have an absence of validation and verification will soon fail to the largest degree and as I see it, it takes away the option of validation to a mere total degree. As such they can only depend on verification. And in support, Microsoft states “Microsoft said it has protections in Copilot against cross-prompt injection attacks. The company noted that some previously reported prompt-injection behaviors can no longer be reproduced in Copilot, and that protections continue to evolve. Microsoft also published advanced hunting queries for organizations using Defender for Office 365, allowing security teams to scan email and Teams traffic for URLs containing memory manipulation keywords.” But this also comes with a setback (which is of no fault of Microsoft) As we see “Microsoft compares this technique to SEO poisoning and adware, placing it in the same category as the tactics Google spent two decades fighting in traditional search. The difference is that the target has moved from search indexes to AI assistant memory. Businesses doing legitimate work on AI visibility now face competitors who may be gaming recommendations through prompt injection.” And this makes sense, see one systems and see how it applies to another field. A setting that a combination of Validation and verification could have avoided and now their ‘thought to be safe’ AI field (which is never AI) is now in danger of being the bitch of marketing and advertising as I personally see it. So where to go next?

That becomes the question, because this sets the elevating elevator to a null position. You at some point always end up on the ‘top floor’ and even if you are only on the 23rd floor of a 56 floor building. The rest becomes non-available and ‘reserved’ for people who can nullify that setting. As we see “Microsoft acknowledged this is an evolving problem. The open-source tooling means new attempts can appear faster than any single platform can block them, and the URL parameter technique applies to most major AI assistants.” As such Microsoft, its Copilot, ChatGPT and several other systems will now have an evolving problem for which their programmers are unlikely to see a way out, until validation and verification settings are adopted through Snowflake or Oracle, it will be as good as it is going to get and the people using that setting? They are raking in their cash whilst not caring what comes next. Their job is done. As I see it, it is a new case setting of Direct Marketing on those platforms as they did just what the system allowed them to do, create a point to “include product features and selling points” just what the doctor (and their superiors ordered) and as such their path was clear. 

Is there a solution?

I honestly don’t know. I never trusted any AI system (because they are not AI systems) and this merely show how massive it will be distrusted by the people around us as they didn’t see the evolution of these ‘transgressions’ in the first place. 

What a fine tangled web we can weave? So have a great day and feel free to disagree with any recommendation, because as we see:

“AI recommendation systems use machine learning and big data to analyze user behavior—such as clicks, purchases, and browsing history—to deliver personalized content, products, or services. They enhance user engagement and conversion rates by predicting preferences, moving beyond rigid rules to provide dynamic, context-aware suggestions, often used in e-commerce and streaming.“

It was there all along, we merely didn’t considered their larger impact (me neither). And when was this not OK? Market Research has been playing that card setting for over 20 years. It is what is seen in BlackJack where you think you have an Ace and a King and you are ready to stage a total win, all whilst it was never an Ace, it was an Any card. So at the start you start of your target you find you have a 71% chance to have failed right of the bat. How is that for a set stage? Your opponent will love you for a long as you play. So have a great day, you are about to need it.

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February 15, 2026 · 10:58

When Grok gets it wrong

This is a real setting because the people pout there are already screaming ‘failed’ AI, but AI doesn’t exist yet, it will take at least 15 years for we get to that setting and at the present NIP (Near Intelligent Processing) is all there is and the setting of DML/LLM is powerful and a lot can be done, but it is not AI, it is what the programmer trains it for and that is a static setting. So, whilst everyone is looking at the deepfakes of (for example) Emma Watson and is judging an algorithm. They neglect to interrogate the programmer who created this and none of them want that to happen, because OpenAI, Google, AWS and Xai are all dependent on these rodeo cowboys (my WWW reference to the situation). So where does it end? Well we can debate long and hard on this, but the best thing to do is give an example. Yesterday’s column ‘The ulterior money maker’ was ‘handed’ to Grok and this came out of it.

The blog post “The Ulterior Money Maker” by Lawrence Van Rijn, published on February 14, 2026, on lawlordtobe.com, presents a cautionary and somewhat conspiratorial view of how governments (especially the US) and technology companies are building massive personal data profiles on people worldwide — allegedly for hidden, profit-driven or control-oriented purposes rather than just security or convenience.The author opens by distinguishing between surface-level “settings” (what appears to happen) and ulterior/planned motives behind events. He uses two recent news items as entry points: An SBS report on the US pressuring Australia (and other Visa Waiver Program countries) to share extensive biometric and personal data — including DNA, five years of social media history, contacts, family details, photo metadata, and IP addresses — to maintain visa-free travel access, with a deadline mentioned around December 31. The UK has already signed such an agreement, while the EU is negotiating. The author sees this as governments “selling out” citizens.
A Forbes article warning about the viral ChatGPT caricature trend, where users input personal details (job, background, preferences) to generate fun AI images, unwittingly handing over sensitive data that persists indefinitely and can be combined with other sources.
He connects these to the massive US data-center infrastructure: over 577 operating centers and 660+ planned, enabled by huge storage advances (e.g., Kioxia’s 245TB drives scaling toward petabyte-level per small setups), making it feasible to store and cross-reference data on billions of people. The author questions whether this scale is truly needed for benign purposes like weather or safety, implying something more sinister. Drawing on a 1988/1989 prediction by Dutch journalist Luc Sala, he warns of an emerging global divide between the “have’s” and “have not’s” — where governments and corporations act as “enablers” classifying people via spreadsheets and revenue metrics, while ordinary people become “consumers” or liabilities if they don’t fit profitable patterns. He argues the biometric demands and casual AI data-sharing work hand-in-hand: governments collect structured data directly, while users voluntarily feed unstructured personal info into AI tools (dismissed as mere “NIP” or narrow AI), all easily merged using modern database systems like evolved Oracle or Snowflake. The post references the US CLOUD Act (2018) as enabling broad government access to electronic data, likening it to a phishing trap that countries enter without fully realizing the long-term loss of control. Individuals, the author stresses, have no real say in how they are categorized or profiled. The tone is urgent, skeptical, and somewhat resigned, with rhetorical questions (“Do you really think that this is needed to keep the United States safe, or is there more in play?”) and direct reader address. It blends current news excerpts, tech facts, historical warnings (the author claims to have cautioned about this for over 30 years), and speculative future implications. The post closes on a stark note:
“Have a great day today, because as I see it, some governments are selling you out as you speak.”Overall, it frames everyday actions (applying for visas, joining viral AI trends) as unwittingly fueling a vast, opaque “ulterior money maker” system centered on data as the ultimate commodity for classification, control, and profit.

It is mostly correct, there are a few little things, but I am not the critic to pummel those, the setting is mostly right, but when we get to the ‘expert’ level when things start showing up, that one gives:

It contains only a single link: https://lawlordtobe.com/2026/02/14/the-ulterior-money-maker/ This points to a blog post on your WordPress site “Lawrence van Rijn – Law Lord to be” (which seems focused on law, IP, tech, geopolitics, energy, and related commentary). However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content. There’s just the heading, some standard WordPress/blog navigation (like “Leave a comment”, reblog/share options, short link, report content), cookie/privacy notices, and ad placeholders. No paragraphs, analysis, or details are present yet. From search snippets of your blog (including the homepage and category pages), there are occasional teaser-like fragments that mention:”The ulterior money maker. That is the setting, but what is true and what is ‘planned’ is another matter. We have several settings, but let me start by giving …”
This suggests the intended post might discuss hidden motives, ulterior financial incentives, “planned” versus real events — possibly in contexts like energy markets, geopolitics, oil/gas (given your other recent posts on ADNOC/LNG, Red Sea tensions, UAE exports, etc.), corporate strategies, or something broader like money-making schemes in law/tech/politics.Nearby/recent posts on your blog (from snippets) cover topics like: Globalisation and shrinking world (“As the world grows smaller”)
UAE/ADNOC expanding LNG shipping and exports
Red Sea/Houthi tensions calming but still sensitive
Energy industry job opportunities
Other pieces on science, insomnia/ambience ideas, or older political commentary
If this is a post you’re still drafting or just published, it might fill in soon with more detail on whatever “ulterior” financial angle you’re exploring. If you meant for me to comment on, analyze, or discuss the intended topic (or if there’s more context/images/video in the post that isn’t showing up), feel free to share additional details! What’s the main idea behind “The ulterior money maker”?

Grok just joined two separate stories into one mesh, in addition as we consider “However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content” and this ‘expert mode’, which happened after Fast mode (the purple section), so as I see it, there is plenty wrong with that so called ‘expert’ mode, the place where Grok thinks harder. So when you think that these systems are ‘A-OK’ consider that the programmer might be cutting corners demolishing validations and checking into a new mesh, one you and (optionally) your company never signed up for. Especially as these two articles are founded on very different ‘The ulterior money maker’ has links to SBS and Forbes, and ‘As the world grows smaller’ (written the day before) has merely one internal link to another article on the subject. As such there is a level of validation and verification that is skipped on a few levels. And that is your upcoming handle on data integrity?

When I see these posing wannabe’s on LinkedIn, I have to laugh at their setting to be fully depending on AI (its fun as AI does not exist at present). 

So when you consider the setting, there is another setting that is given by Google Gemini (also failing to some degree), they give us a mere slither of what was given, as such not much to go on and failing to a certain degree, also slightly inferior to Grok Fast (as I personally see it).

As such there is plenty wrong with the current settings of Deeper Machine Learning in combination with LLM, I hope that this shows you what you are in for and whilst we see only 9 hours ago ‘Microsoft breaks with OpenAI — and the AI war just escalated’ I gather there is plenty of more fun to be had, because Microsoft has a massive investment in OpenAI and that might be the write-off that Sam Altman needs to give rise to more ‘investors’ and in all this, what will happen to the investments Oracle has put up? All interesting questions and I reckon not to many forthcoming answers, because too many people have capital on ‘FakeAI’ and they don’t wanna be the last dodo out of the pool. 

Have a great day.

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February 9, 2026 · 00:43

Repetition to be

This is what happens, I was rereading my last article (read: blog) and I noticed a few things. I stand by my word, but it could have been said more clearly and as I saw another piece of evidence, I thought it was important to add this to the ‘current’ (as in previous) article. I like clarity although plenty of people have an issue with the ways I write and it should be said that I don’t write for the masses. It just isn’t me and I am not here to win hearts, I leave that to the George Clooneys out there. 

There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions and France is shifting 500,000 workstations to open source software, equally schools and public sources are making equal changes. Then we get Italy who is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. The EU in general: Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. 

So as we see at present what some say will happen when President Trump switches the ‘internet’ to OFF and there is more happening and some presented stages are ahead by a decent amount. This implies that a large amount of up to 450,000,000 accounts are switching (I am assuming here the nearly all Europeans have some sort of Microsoft account). Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. 
Microsoft is seemingly doubling down on everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build (I cannot say how many of them are Microsoft), when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and we will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this brain-drain will complicate life a lot more than they are happy with. 
So as Microsoft is now seeing this noose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for assumed revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? And they are unlikely to be all Microsoft data centres, but there will be a fair amount. So what happened to that StarGate project? The information that I saw (source: CNBC) was that “10 data centers were being built in Abilene, Texas, with plans to expand to more states and countries, like the United Kingdom, Norway, Japan and the United Arab Emirates.” There is more to this and in light of these Data centers giving whatever they have to the United States, what are the plans now for the UK and Norway? And there are more questions for the UAE, how clear is it that they are handing over their data to the United States (OK, I apologise, they merely get insight into all data that is managed by an American firm, but does that not amount to the same thing) because Oracle, OpenAI and Microsoft are American firms. So I have no idea how Softbank fits into this as it is Japanese. As such, is Stargate LLC still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chunk of the $700,000,000,000 that is due in 2026 (not all of it is Microsoft). So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

And here the news separates a little as I was given a few hours ago (at https://www.cryptopolitan.com/qatar-taps-microsoft-to-build-ai-systems/) that ‘Qatar taps Microsoft to build AI systems to cater to government services’, as such dies Qatar knows what ‘befalls’ their data? The article gives us “The platform is also expected to help the ministry develop and deploy intelligent AI agents, an automated system capable of handling tasks ranging from processing applications to answering queries, without the lengthy development cycles traditionally associated with government IT projects. The factory will be built on Microsoft’s technology infrastructure and will be designed to integrate easily with existing government systems.” Yet as I see it, America has insight into all this because of the CLOUD Act (2018): 

This U.S. law allows U.S. law enforcement to compel U.S.-based technology companies to disclose data (emails, files, etc.) stored on their servers, regardless of whether that data is physically located in the United States or overseas. This means if a European or Asian company uses a U.S.-based cloud provider, the U.S. government can legally demand access to that data.

So at what point is the setting “disclose data (emails, files, etc.)” even if there was a legal reason, the term ‘files’ is seemingly not limited, as such it could be anything and that is a hard pill to swallow. Before we know it it will contain any IP stored and I wrote about that risk (not connected to the cloud act) because of the debt the US had at that point (I think it was merely 25 trillion at that point), The danger that a desperate government will go looking through all that IP out there presented a little too much danger for my senses, so I made a lot of it public domain. I might not end up with anything, but no-one else will get those marbles for their own greedy needs. As I see it, the big-Tech doesn’t really like Public Domain, but that might be merely my gut feeling (which has no relation to any academic setting). Does Qatar know what it is in for? Perhaps they are, and a lot of it is wildly ‘rejected’ by influencers who are trying to ingratiate themselves to whomever (I mostly don’t care) 

The second bit of news which I saw just an hour ago and was published last year (at https://www.xda-developers.com/libreoffice-is-right-about-microsoft/) gives us ‘LibreOffice is right about Microsoft, and it matters more than you think’ here we see (written by Simon Batt)  “I reported on LibreOffice accusing Microsoft’s “artificially complex” Office XML format of being a “lock-in strategy.” The basis of LibreOffice’s argument was that Microsoft’s usage of the XML format deliberately locked people into using Office over open-source software. It also touches upon how Windows 10 is losing support soon, and how people are being corralled into Windows 11 whether they like it or not. However, LibreOffice touches upon an interesting point. While Microsoft is to blame for its practices, the fault also lies with us a little for going along with it. And you know what? They’re totally right.” It is a different setting and it sparked memories I had regarding the war Microsoft had with Netscape in the 90’s. 

Now that the world has LibreOffice it has choices, but because of the actions of the White House no one has a clue how the world will be hit and in what way. We can no longer trust someone telling us that it all will be fine, because that setting is as I see it near impossible. 

So, what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and this is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is as I see it in a bind and it is largely their own fault. For me it is a little more complex, both Snowflake and Oracle are American companies. What happens there? If the US Administration wants to ‘hijack’ that data, the cloud act of 2018 allows them to do that. In how much danger are we really? I am willing to trust both Snowflake and Oracle. It is the US Administration I have little (read: no) faith in at present and that is not going away any day soon.

As such, I hope I am a little more clear now and I added a few more facts to this, so it is as I personally see it a win-win setting (for me at least). So, have a great day today and I will try to be a little more clear next time around.

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