Tag Archives: Oracle

May 14, 2025 · 13:04

The price of stupidity

That is at the foundation of the severe conditioned setting of what can now laughingly called American stupidity. CBC reported yesterday ‘Conferences relocating to Canada over harsh new U.S. border measures’ (at https://www.cbc.ca/player/play/video/9.6758054) with the underlying text “As Canadian travel to the U.S. continues to drop, CBC News has found several professional conferences relocated to Canada to avoid harsh new U.S. border security measures. One sociologist describes being grilled by U.S. customs officers who searched his phone and wallet.” As such not only is there grilling (and no grilled sandwich), but searching the phone and wallet? I wonder what deeds custom officers have to copy this all to third and fourth party intelligence gathering settings. I get that a passport needs to be checked (read: validated), but a phone? I might agree that a wallet could be seen as reasonable. But consider this. Tourism already is down and now conferences are the new goal? Consider that the CES has over 100,000 attendees and the SEMA show over 150,000 attendees. Then there are the defence shows and IT shows. How many events will it take for these show runners to go to Vancouver, Toronto, or Ottawa? Is this the price of stupidity? How many millions will America lose in 2026? How long until the larger players will offer their shows in Abu Dhabi where the tourism spike is going on. How long until only gamblers will visit Las Vegas? Nevada have poured serious cash into Las Vegas and now that it is regarded as hostile terrain, what will they lose? There is little interest to move to London or Paris (too touristy saturated), but Dubai and Abu Dhabi have options. Soon so will Monte Carlo and now there is already space in Toronto among the 14 locations are Metro Toronto Convention Centre and Sheraton Centre Toronto Hotel. Ottawa has the Ottawa Convention Centre and a few others. Basically should you consider the Mississauga location (Oracle) for a place to show the CES, America will have close to two dozen locations for people no longer interested in America violating their privacy and as the Canadian places (optionally the UAE too) show bang for their bucks. Plenty of organizers will relocate their shows. 

And there is data. CBC reported in late April that ‘Nearly 900,000 fewer people went to the U.S. in March as cross-border travel plummets’ so what damage will Florida with their Universal and Disney parks endure? Especially as their is a great alternative in Abu Dhabi. As such there is a larger case we see when we consider the Oracle CloudWorld. It was in Las Vegas, September 9–12, 2024. As such Oracle now has a larger case to present their 2025 show in Mississauga or even in Dubai (if the clientele is enticing enough). Dubai has a whole highway of entertainment structures. There is the option of renting a boat for their guests and make a presentation on the Alexandra Dhow Cruise in Dubai Marina. A setting that reeks of elegance and fine foods. America is no longer the place to be, their U.S. customs protocols made sure of that. And I only mention two locations. And after the Guardian reported last week that ‘Stockholm rejects ‘bizarre’ US letter urging city to scrap diversity initiatives’, I reckon that Stockholm would be willing to cater to American shows that now seek entertainment elsewhere. Don’t let the location fool you. Stockholm is magical and it has an amazing cuisine all over town. I reckon that soon enough the high chefs in America will seek their fortune elsewhere. So how much longer will America cater to the stupid minded? I reckon this might be the last year and anyone thinking they will be safe is likely to unknowingly handing their IP to U.S. customs (they might be in denial, as these costume officers will claim that it is protocol). So how long until that damage becomes completely non-reversible?

I will let you decide. And as I see it, Iceland, Germany, the Netherlands, Belgium, and France might have similar issues down the line. So how many tourists and conference dwellers will miss America out of from now on until December 2026? Oh and before I forget Saudi Arabia is about to set new settings in at least 3 locations, so there are these locations to consider too. 

So, good luck with the excuse of protocol and watch what the price of stupidity is about to cost America, as one source gives me “The index now sits just above the historical low of 50 in June 2022. Current Economic Conditions registered at 56.5, compared to 63.8 in March. The Index of Consumer Expectations was at 47.2, compared to 52.6 in March.” So economic expectations is at least 5 points down in about 2 months. So what more losses can we see? Canada looks forward to having a great year in catering to conferences and tourists. As is the UAE. But America is doing great (apparently), as Reuters gives us “Approval of Trump’s economic stewardship rose to 39% from 36%. Trump began his term with a 47% approval rating, and saw his popularity tick” as such how many more shocks to the system can America survive? As I personally see it: retail, tourism, and business have been hit and will be hit a few times more this year, so by the time high summer hits places like Venice beach and other tourist location will suffer the lack of tourist. But not to fret, you can find them in Canada and a few other places.

And as the larger places expand Mississauga and add a European location or one in the UAE, we will see a larger exodus to these safer places and that is a trend that is set to continue until deep into 2027, because conference are usually planned up to two years in advance. Oracle might be the most visible one but I reckon they are not alone. All these players (like Snowflake and Palantir) have customers very worried about their IP and they will press for change a lot louder than I am.

So have a great day and if you want to have fun, pass US customs with a box of 5.25” floppies and see the question marks on their eyes as they are uncertain how to proceed. 

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , ,

April 10, 2025 · 12:08

New short term thinking

The news hit me somewhere yesterday. I got it by means of a LinkedIn mention, and it gave me reason to pause. Here is one version of that news (at https://techwireasia.com/2025/04/microsoft-pauses-key-builds-in-indonesia-us-and-uk-amid-infrastructure-review/) with the mention ‘Microsoft pauses data centre investment in Indonesia, US, and UK’, and here we see the byline “Microsoft pauses or delays data centre projects in the UK, US, and Indonesia.”, it is my view that they cannot afford this setting. You might have heard the American expression, “Go big or go home” and I think that Microsoft is about to go home. You see, I have forever had the clear opinion that there is no AI. I call it NIP (Near Intelligent Parsing), the setting that if too many start accepting the setting that I was always right (which comes from the clear setting that there is one AI station and it was given to us by Alan Turing) the people will realise that there is no AI and it comes down to programming and a programmer. That setting puts Microsoft in hot water for a lot of heavy water (to be poured over their heads). And lets be clear, a side you can confirm with mere logical thinking. A data Centre is a long term setting. No matter what you put in the White House (by some called the village idiot) whatever this administration is, it is short term and a data centre is long term and that so called hype around their AI should never waver. You see, this short term action (read: knee jerk reaction) implies short term planning and that is where they all get into hot waters. Why did you think that I made mention that Google needs to put a data centre in Iceland and consolidate their thinking into geo thermal reactors? (Reactors might not be the right word). A setting where ceramic tiles (or cylinders) surrounding new constructions that is not unlike a nuclear reactor, but the reactor is all around them, not Uranium rods, the Lava (or Magma) is the powerful and as it is merely bleeding the radiation, the fuel never dissipates and never ending energy is theirs. For all these parties looking of creating data centers (as far as I can see around 50 in total globally) they will all require energy and as one data centre takes energy close to a amount a small city does, we will get energy issues a lot sooner than we think.

Did Microsoft think this through? Pretty sure they did and their conclusion is that they cannot spend billion on data centers. So at the same time as we are given “Rivals Oracle and OpenAI ramp up investments”, I come to the conclusion that Microsoft can no longer afford the bills their ego’s committed themselves to. Feel free to disagree, but they set out this AI ‘vibe’ and own 49% of OpenAI, so why close down their Data Centers whilst they ‘own’ one of the ramp up partners? They are figuring out that they are too deeply committed. And as the world realizes that NIP is not the same as actual AI, they fear what is coming next.

So you decide what to make of the stage of “Microsoft has acknowledged changing its strategy but declined to provide details about specific projects. “We plan our data centre capacity needs years in advance to ensure we have sufficient infrastructure in the right places,” a Microsoft spokesperson said. “As AI demand continues to grow, and our data centre presence continues to expand, the changes we have made demonstrates the flexibility of our strategy.”” As I see it, it is an answer, but not the one that touches on this. I come with questions as ‘What growth?’ All this sets the need for some lowered activity, not pausing, unless you know what comes next and there is a larger setting with Oracle, Tencent and Huawei, I know there is a Swedish centre as well but I forgot the name. All these are ramping up, but Microsoft is pausing? That makes no sense unless there is another reason and my thought of “They can no longer afford it” takes another gander and when we consider that they paused “North Dakota, Illinois, Wisconsin, the UK midlands and Jakarta, Indonesia.” That implies something is going on and when we combine this with “Microsoft cuts data centre plans and hikes prices in push to make users carry AI costs” (source: The Conversation, March 3rd 2025) these elements together implies (imply, not proven) tells me that there is a funding setting for Microsoft. Combine that with the lovely voiced fact of “OpenAI brought in US$3.7 billion in revenue – but spent almost US$9 billion, for a net loss of around US$5 billion.” (Source: the Conversation) we see another failed setting and that failure gets to be bigger. As Amazon, Google, Oracle, Tencent and Huawei steam ahead getting larger data centers and ready long before Microsoft is there means less revenue for Microsoft. I did say that they could go big or go home? I reckon that Microsoft already lost 6 times on front settings and they lost to Amazon, Apple (twice), Sony, Adobe, Google, and IBM. I should add Huawei to that list but they already bungled that setting before Huawei became an actual competitor. A simple deduction from little stupid old me. 

So whatever you do, you might look into the trust you gave Microsoft and see that you are not left with an empty shell. Oh, and to prove that I am not anti-Microsoft you need to know that they did corner the spreadsheet market (Excel) and the flight Simulator market. Microsoft did some things good, but when it comes to the spin setting of vibes they need to reassess their situation.

Have a great day, it’s midweek now. I am happily in the next day.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , , , ,

February 1, 2025 · 19:19

War of trades

That is what we are facing now (not to be confused with World of Warcraft). Canada is now under the yoke of President Trump and we (all Commonwealth nations) have to unite. It is nice to call that president loopy or crazy, but the hardship is not like that. As I personally see it, it is the first step of a nations that has no options against calling themself broke and the media is as I see it, too stupid to call it out (too used to be the bitch of America is more like it). So what can we do?

First things first. “In 2022, Australia imported $6.45 billion in crude petroleum” part of that sum came from the United States, I cannot tell what part. As such we stop that and we get it from Canada. That takes away the tariff from Canada on that. We see that America went ‘soft’ on that according to the news. Why? They need to, they need oil. Oil they can sell at additional coins. So that stops. As such “The UK imported around 42 million metric tons of crude oil and natural gas liquids in 2023” this was also in part from the United States, so they get it from Canada as well. That implies that Canada is not suffering tariffs on oil. See, that took little time. We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?

Then we get a lot more. For our local needs Australia could become the location for Rum (Bundaberg) and it could be exported to Canada, there goes the American Rum export to Canada. The fun part is that Canada could get its import from Australia and the United Kingdom as well and soon Budweiser is losing its export locations. In other news, Labatt Brewing Company and Molson Coors Canada Inc. would now be the locations of Australian beets. As that setting changes America now has a problem they themselves created. And with the quality of water in America, these brands end up having an honest problem selling their beer anywhere. 

These are of course the some settings. What happens when they cannot get nursing staff, because Canada sets the horn of plenty towards the Commonwealth countries and we cannot send them to America as the Commonwealth have had our fill with their tariffs? What happens when we merely set out to ourselves? You think nurses are easy to come by? What happens when a chunk of IT staff in Microsoft, Amazon, Oracle and IBM gets called back to Commonwealth nations? How will you solve the knowledge base then? These places also exist in Canada, Australia and New Zealand. As such there will be a redesign of staff pressures. And that will (accidentally) coincide with staff requirements in the Middle East (UAE and Saudi Arabia) two places the US can not deliver to as they then sorely lack the staff on such levels. What a tangled web they weaved.

Meat from US in Canada will be replaced to meat from New Zealand, UK, Australia and Mexico (they got the tariff book as well), that implies more from other nations and none from America. Was that what they had figured on? So as American revenue declines and meat will required a downgrade as they suffer exports. So, USMEF has 19 offices and regional representatives in key markets around the world. And soon that will get a massive drop on revenue. Al because they wanted to test their bankruptcy measures on other fields like tariffs. So how much more needs to happen? Meat, Booze, oil and staffing. All going other ways soon enough. How will that leave the America economy? And I reckon Wood does not need to come from America, it does now, we can import from Canada too, as such Canada will need less tariffs to worry about. So who chained the links together? What started as as separate issues now becomes a formidable chain that whacks America over the head as we solve matters internally and for a few issues we could partner with Mexico. All separate issues that were ignored as they were to some too small to consider, but this chain represents billions in goods and millions if trade shipping now about to leave America hands.

Trade wars have a nasty habit of biting bak when the numbers are not in your favor. Canada does not stand alone, the Commonwealth can support it as it should. I do fear for weak links (like Keir Starmer and Anthony Albanese) as they want to appease America. Those days are over and now America has another issue coming its way. It was ‘protected’ by an ocean from China, but in this setting China would get invitations as Australia and Canada would entertain trade talks with China. So how is America sitting now? Oh, and in that setting there is a new setting to Five Eyes, 4 of its members have had enough of President Trump and its loopy vision (possible he needs glasses). And in one instance the CIA loses whatever handle it had on international businesses. Yes, that was a real bright idea. We might lose Palantir as a partner (which is fair enough) yet if you think that China doesn’t have options there, you would be really delusional in your thinking. I reckon that these tariff wars were the Christmas present for China almost a year early. 

All that coming now?
And I saw part of this in under an hour. So how did this escape the American views? A tariff war was the worst setting they could enable. So why did this president not get the Intelligence he needed? 

I reckon there is a lot more and we need to stand firm with our brother Canada. We are the Commonwealth, not a play-toy (or the bitch) of America. We have a population exceeding billions, we eat, we drink and we are merry (at times loopy too). And 2.5 billion represents massive amounts of power, more than the 350 million in America can bring so when that retail power falls away a lot more American businesses will suffer in the process.

Just a little lesson for the reader and consider who you wake up. America is about to learn that the hard way and China likes the setting it is about to exposed to. An Ally that does this to Canada is no ally at all and there are massive consequences with ringing the tariff bell.

Have a great day.

1 Comment

Filed under Finance, IT, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , ,

January 30, 2025 · 13:51

Overdrive, or drive over

That is the setting. We can try to set the premise of DeepSeek (a waste of my time), we can set the premise of Microsoft AI (a waste of everyones time) and yes the 14 billion will have an effect and we can speculate on the 500 billion that StarGate is going to cost and what exactly will be the enabling part. Did anyone consider the ROI of that idea? That prospect will need to make at least 15 billion annual to make it worth. Throwing big printed cash at it will be as useless as the quantitive easing that Mario Draghi promised about a decade ago. Yup, it won’t go anywhere. 

But that led me to a setting many seem to ignore, so lets have the list:

Microsoft 365 Copilot: A monthly subscription that costs $30 per person. Copilot Free is available with the Microsoft 365 Business Basic plan. Copilot Pro is a monthly subscription that offers more advanced features. 
So at present, how many people are on this plan? It seems that Microsoft isn’t to talkative on ‘how successful’ it actually is. We get spread numbers and these numbers doesn’t seem to validate the billions invested.

Azure Machine Learning: A pay-as-you-go service with pricing based on the number of vCPUs. 
Azure AI Search: A service with pricing based on the number of text records or images processed. 

Here I have more issues. You see, we are given “Azure AI. Azure AI provides users with powerful tools that can be used to create innovative solutions using machine learning, natural language processing (NLP), computer vision, and more” How can any machine learning create innovative solutions? If it is machine learning someone else has it already, making it reengineering at best, optionally an innovative patent. I always (perhaps incorrectly) see pay-as-you-go as a dodgy solution. You either commit, or you don’t. 

Computer Vision API: A service with pricing based on the number of transactions processed. 
So, a service based on transaction processing, on that case if the IT department doesn’t throttle its usage there is every chance that an intern could blow up cost as it is happening.

Azure AI Content Safety: A service with pricing based on the number of text records or images processed. 
Azure AI Content Understanding: A service with pricing based on the number of hours of content processed. 

All this is set to a counter (like ConfirmIT) and that is the only company that had a good handle on it, a setting with decades. Now, there is a chance that I forgot a few solutions and that is OK. I am not heading an aspirational setting of academic instance.

You see everyone is on the bandwagon and I am too tired (or too old) to care. The media can’t be bothered unless digital currency is flowing their way. Yet in all this when did you see a clear description of AI solutions in use by Amazon, IBM or Oracle? You see, the DeepSeek issues of the last few days stirred a few minds. They are now also seeking Return on Investment (ROI) and that image is not clear, at least the media seemingly can’t be bothered and the influencers now shouting their wisdom on LinkedIn are also at times tedious and for the most a waste of everyones time. So why Microsoft? I don’t really care about it, but they (and their sickofans) are shouting how good their solutions are, but we see no clear numbers. And at present clear numbers is what the most of the population want. 

Am I wrong?
I doubt it, the signs are there and when we see a small message on the left, the right clearly muffle that sound out. You see Shelly Palmer in IEEE Spectrum writes “As for the 100,000 jobs the project is supposed to create? Some construction jobs will be created as the data centers are built, but many more (millions more) will be created as the data centers come online. We’ve never had a compute cloud like this—there’s literally no way to calculate the economic impact of this amount of AI compute. It will be massive.” I actually don’t know about that. The idea that “there’s literally no way to calculate the economic impact of this amount of AI compute” is as I see it bogus. For 500 billion ($500,000,000,000) I expect more. But at present it comes across like a huge NSA data collection hub. Come to think of it, We could (optionally) get some data from the NSA, Google or IBM. They have experience with really big data centers. So what are those costs? What is the return on investment? And there is the setting of the value of collected data and that will not even have value until lots of data is collected, so lets say by 2030 and all those billions need to show investment value and at present the big-tech market lost over 1 trillion dollars a few days ago. So where is the ROI of all this?

Then we get “There are many tech skeptics, and it has become fashionable to denigrate and vilify big tech. To me, the Stargate Project is the first step in securing the future of the U.S. economy as well as our digital and cyber security. Every business will benefit from the power and promise of AI, and—like it or not, believe it or not—warfare will be dominated by AI. Today, the U.S. has a clear lead. The Stargate Project will help ensure it stays that way.” My issue is that there are always skeptics, I am one to some extent and the words “the power and promise of AI” fills me with dread. It is the included word “promise” and warfare isn’t dominated by AI, the setting pf properly programmed deer machine learning is. It is not AI and it is unlikely to show until somewhere in early 2040 at best (as I personally see it) but the 500 billion is coming out of ‘our’ pockets now. Yes, I know what they say that corporations will push the bill. Yet when this goes pear shaped. They will al put in in a bad bank account and relinquish the debt as a write off, so you, in the end still pay the bill in some way.

Then there is the sentence “Today, the U.S. has a clear lead” do they? DeepSeek is Chinese and their setting blew the rest away, you want to find out what a two-nil for China looks like? You are about to see that in very unrespectful terms. And as everyone is on that so called AI horse no one is investigating it, the media least of all.

In the meantime I will reengineer games. There is at least some revenue in that. And as I saw the reengineering options for ‘Infamous: Second Son’ The Sony firms could get some more coins from an 11 year old game on the PS4. And now there is an option to get it upgraded to PS5. Consider the gaming population. Whomever played in to PS4 (early days PS4) would like the setting on PS5, I tried that original game on PS5 and it plays well. A few minor glitches but that is what happens. The storyline could be upgraded and with linearity removed the game would get a much tougher stance. Then add the ‘cleaning’ of Seattle and we get a more complete game. With the setting to an optional change to Smoke-TV-Neon sequence the game alters a fair bit, and in this the game could also encase the stealth option in the game. Take with that the option to go back to the beginning to free the people from concrete affliction the good and the bad will also alter to some degree and it isn’t merely the good and the bad setting, the larger stage of animosity could reverberate through the game. And I am now looking to a few more games. A setting that I believe is great for Sony in the immediate future. 

Can’t stop a creative mind puzzling on how to make something better, a trick that isn’t possible with Deeper Machine Learning and LLM’s. Have a great Thursday.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , ,

January 29, 2025 · 01:44

And the bubble said ‘Bang’

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).

3 Comments

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , ,

January 4, 2025 · 15:51

A changed setting

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.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , ,

December 17, 2024 · 20:27

The meme of nothing

Something made me pause this morning. The actor Tim Russ (Tuvok, Star Trek Voyager) had sent a meme over Twitter. Now in itself this is nothing new, actors and actresses do this to entertain the fans and for the most show their commitment to issues. The meme below was send.

I have seen similar memes for some time and the setting is fine, it is just a useless meme. Like all those people shouting tax the rich. You see America is a nation of laws and there are all kinds of laws. This impacts tax laws and an overhaul has been overdue for over a quarter of a century. I made mention of this as early as June 8th 2014 (over aI made several more mentions, even earlier at that. In this case I wrote “The US gets through taxation a mere 14% of where the debt is at. How is any of that realistic? So, the total collected taxation, before any other cost is taken into account (like paying government staff and utilities), it only amounts to 14%, after all that is done 0.1% is left if the US government gets a fitting budget (something that has not been achieved since president Clinton was in office).”, the debt now is close to 50% larger. So wonder if you will, what is the use of taxing the rich if the law prevents discrimination? Moreover we might want to blame Billy bad boy Gates (Microsoft), Sergei sneaky Brin (Google), Larry Scoundrel Ellison (Oracle), Jeff paperback Bezos (Amazon), Tim the shifter Cook (Apple) or even Andy off-the-books Jessy (Also Amazon). We can call them names, we can blame them. The truth is that they did nothing wrong. They adhered to tax laws, a black letter interpretation if you want, but the problem is not them, it is the people who wrote the laws, the stakeholders that influenced the lawmakers and the politicians who weaselled out for all kinds of selfish reasons. There is no Democratic or Republican blame, they are all to blame from Bill Clinton onwards. The last president in the existence of America who had a surplus in the treasury. It has been that long and and I wrote about it over a decade before, I am pretty sure I raised it a few times before that, but the story should be clear. A setting that has been known for over a decade and the media loves the tax the rich flames. They love cashing in on flames per digital dollar. The rest not so much. So wonder something simple. Am I more intelligent than 334,925,763 Americans? I don’t think so. I am definitely not more intelligent than the five mentioned above and a few dozen more. They knew what was going to happen and as such they aren’t innocent, but they were not guilty either. Guilt should be sought in Washington DC, amongst the lawmakers. They catered to the mess America is in now and these meme’s are entertaining but incorrect. One might surmise that some of the wealth of Jeff Bezos comes from the fact that he can safe on shampoo. A bottle of that stuff costs  £390 in Harrods, so that is money saved in the bank. The rest has hair (as far as I know). 

You think I am making a joke, but there is a hidden flaw in that. You see, shampoo is something we all get to buy, I have no doubt that they have all kinds of expenses that a doctor misses out on. Tax deductions are the game for some and that is pretty much all they can be gotten on. The rest is corporate and that impacts Amazon, Apple, Google, and all other corporations and that is set in law and the lawmakers gave these corporations a huge discount all over the place. So when you go in ‘tax the rich’ mode, consider how useless that mode is. 

As someone told me, when you get access to web camera on Tiananmen Square,

tilt the camera from centre 24.5 degrees to the left and 15 degrees up, you might (might is the operative word) see President Xi stating ‘對富人徵稅’ howling with laughter (I have no idea what he says, I do not know Chinese. But I reckon they are grateful for the easy victory handed to them by American lawmakers no less.

The simplicity is that America gave the world away by giving tax breaks to corporations. And there isn’t much time left, there might not be any time left. As I personally see it, in the age of President Trump the corporations will clean house, give the bonuses to the board of directors and they will all split to a zero tax place with no extradition. You might call me out on that, but that is how I see the world change and they will leave whatever is left behind to clean up the mess. It will go gradually, but I reckon that these five people will have at least one apartment in Monte Carlo, Dubai, Abu Dhabi, Nassau or Lichtenstein and they will get some diplomatic status so that they cannot be extradited to America. 

You want to doubt this, fine. But the reality for over a decade will have been clear. The taxation does not show or warrant the amount of debt America has and Economists all over the world either never said anything or the media kept it quiet. Your choice in what happened. I actually cannot tell. I can only see the numbers, not the reality behind that. I am not an economist, but I reported this for over a decade, so I feel fine. I leave it up to you to dig into the matter how others (with economic degrees) didn’t see this. And when the next bubble comes (the thing they refer to AI) and the so called trillions of revenue, that bubble is as I see it an excuse for some on whatever mattering reason to remain in denial that it was a simple error (in stead of that it never was possible) and they will walk away with whatever they can afford. 

Bubbles are only useful as long they are still presented when that falls down (I reckon within 1-2 years) the setting changes from what they think is bad to actually severely disastrous. And it was never going to be solved via memes.

As I see it the meme doesn’t lie, but the impact goes in the wrong direction and has been going in the wrong direction for over a decade. There was an urgency for my selling my IP and I would rather be in a pace with some actual money then be thrown in the midst of desperate people seeking someone to blame, but that’s just me. 

Have a great day.

Leave a comment

Filed under Finance, Law, Politics

Tagged as , , , , , , , , , , , , , , ,

December 10, 2024 · 19:46

The revolving question

That is at times in almost everything the setting. We might all go nuts about ‘mismanaging’ settings and I am to a certain degree not impervious to that setting. But after writing ‘The losing bet’ (at https://lawlordtobe.com/2024/12/08/the-losing-bet/) I started to mull things over. You see, people like Sheikh Tahnoon bin Zayed Al Nahyan are not stupid. But there is a dangerous calm as people are given the questions and are given ‘a kind of answer’ and Microsoft is massively adapt in setting the stage to THEIR advantage and I suddenly realised a simpler setting. When was the question asked of Microsoft ‘What is AI?’ And ‘What is the premise of what you call AI?’ With ‘What is the data setting of AI?’ In this I reckon that some eyes will open. We see all settings of Ai mentioned, but the clear definition and a comparison to the setting that Alan Turing gave us 1950, moreover together with John McCarthy gave us the Turing test. So how far did people dig into this part of the equation? You might disagree with me on my stance of AI and that is okay. We do not all see eye to eye on a whole range of matters. But in this, in a Texas Hold’em style of business poker it becomes increasingly important to set the stage of definitions and hold them up to the light. In that game Microsoft doesn’t get to spin out of the stage ad blame it all on miscommunication. In that stage Microsoft has to hide into the margins or come out into the light. The second stage is likely and very pleasing to my ego.

You see, when people are part of a $1.5 billion investment there are people who are not pleased with that fact and they will nitpick any document handed to them. One of the oldest settings was ‘What are the definitions?’ Was in older days the way to see what players were up to and that stage got a little lost in populism and ‘fast’ presentations appeasing to the spending player. You might think that it is Microsoft paying, but you would be wrong. The UAE and G42 are investing time and resources to make it all work and I foresee that players like Microsoft (not just them) are trying to play fast and loose with definitions so that they can bank the first agreements and then turn back and hide behind ‘miscommunications’ after that fact. Which is why we have the clear setting of definitions. As such making all players answer that question gives a first setting. You see, there is no AI at present and that comes out at that very start. And no matter how clever LLM’s and Deeper Machine Learning is, the setting becomes data and who is responsible of that data. Now we get different players out and in the full-grown light. People like Sheikh Tahnoon bin Zayed Al Nahyan will then immediately see who is endangering the security of the UAE and they have no sense of humour at that point. No matter how some see the ‘opportunity’ of a life time, the moment the national pride comes into view of danger, the UAE will demand clarity on matters and I reckon some will ‘trivialise’ matters and when you ‘invest’ $1.5 billion there is an issue with trivialisation (which is why I referred to a Texas Hold’em style). Now some will say that I am bluffing and I want to be ‘inserted’ as a possible player. You would be wrong. I do not want to be linked to a player like Microsoft in any way. Google, Amazon, Adobe, IBM and Oracle definitely, Microsoft not at all. As such I am not anti-American (a claim that was thrown at me several times in the past). I am anti-stupid (mostly) and when you start trivialising $1.5 billion I see you as stupid, and no matter what I think of Microsoft, they are not overly stupid. In some things yes, in other things (like playing black letter law stages) not that much. 

But all that becomes moot when some players release the definition lists to all we will see how silly my thoughts are, because these definitions go through the entire project and there is no way they get changed unless all parties openly agree. Oh and before you think that this is a ploy. You might be right. You see, I do not know where China is at present ad I would live to find out. So what is better then Microsoft setting the entire definition list to paper and release it all? I reckon we will see a Chinese response less then 48 hours alter. 

The revolving question is an almost needed stage because definitions on paper is what matters, if it isn’t written down it doesn’t exist. That has been a matter long before the Prince by Niccolò Machiavelli. I reckon it goes back to the days of Gaius Julius Caesar Augustus (63BC-14). So this setting was known for 2000 years and with all the turbo presentations and innuendo I get the feeling it got lost in the woodwork of it all. As such I thought it was a great idea to remind people of that. 

Silly me, have a great day.

Leave a comment

Filed under Finance, IT, Law, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , ,

November 22, 2024 · 20:41

The end is nigh

Yup, it is. And not in a normal way. There is no demon sprouting on the land. You see Lucifer Morningstar has greed driven politicians doing his dirty work and what is more satisfying than any person digging his own grave? So how did this setting deploy? Well as the DoJ decided that there agenda matters most they are about to force Google its Chrome browser. (At https://www.itnews.com.au/news/google-must-sell-chrome-us-doj-argues-613298) We see “Google must sell its Chrome browser, share data and search results with rivals and take other measures – including possibly selling Android – to end its monopoly on online search, prosecutors argued to a judge” Its always the stupid and greedy that redefines the borders of hell. Anyway, whatever his ‘personal’ reasons are the game is literally afoot. In this instance whist that is considered Europe and the Middle East will select the dollars for donuts option and in this we need to consider the second cog in this wheel. It is given to us by Politico (at https://www.politico.eu/article/germany-china-huawei-ban-2029-5g-networks-government-greens-lawmaker-4g-strand/) which they gave us in July. There we are given ‘Germany goes soft on China, dragging out Huawei ban until 2029’ and this ban will be delayed again and again. Lets not forget that American anti-Chinese actions led to this. And no matter how we feel about it. The Americans NEVER gave ample evidence for any of it. So as one start to ferment the sentiments of how stupid this American administration is, Huawei will add to this. You see Huawei now has HarmonyOS and it has a few other arrows in its quiver. The larger setting for the internet of things was ignored for too long. And as Germany delays, so will France, Spain, Italy, Netherlands and the Nordic regions. Like domino stones they will tumble each other. All whilst this administration will find another person to take a metal briefcase to the European leaders like a pop star and we saw that before. So the evidence better be real this time around. Still that will take time and in the meantime we are given by Huawei Central (at https://www.huaweicentral.com/huawei-matepad-pro-13-2-2025-will-reshape-office-experience-ceo/) We are “shown” ‘Huawei MatePad Pro 13.2 2025 will reshape office experience: CEO’ and this is the larger setting. For when Google loses market share, in that same instance Microsoft loses market share as well. The Huawei MatePad Pro 13.2 2025 is now only 4 days away. With HarmonyOS it will be able to connect nearly all other devices. As we are shown that the “Multi-Window enables users to open several apps in split-screen mode for multitasking. One can also swipe an app inward from the left/right edge to bring up the Multi-Window dock. It’s a useful tool for office work, meetings, and more.” That is precisely why politicians should stay away from technology decisions. Basically they are too stupid to see the forest through the trees and in this instance there will be a massive jolt to Google, Microsoft and I reckon that Apple will also see a dip in revenue. Or as some will say “It sucks to be you” to the Attorney General. 

So am I right or am I wrong?
That remains to be seen, but as I see it, the demand for the Google ‘simplification’ will open the doors of HarmonyOS to Europe and for a much stronger setting to the Middle East. And with the uncertainty of the Google stage. Huawei and their data centres. The setting of Google will make a lot of people nervous and that works for Huawei. We were given last year “The launch of the Huawei Cloud Riyadh Region was announced at the Huawei Cloud Summit Saudi Arabia 2023. The new cloud region, located in an STC/Center3 data centre in Riyadh, offers three availability zones. It is the company’s first region in the Middle East.” How long will it take for the United Arab Emirates (UAE) to follow suit? And how happy do you think Microsoft will be to do their ‘AI’ work in a Huawei data centre? All this will come to pass (unless someone muzzles the AG). There is a setting to it all and one brick will stumble the next one and the next one. It is the result of the internet of things. And with the Huawei MatePad Pro there is more than just the connectivity. It will slow iPad sales and from there Microsoft will find themselves in more hot waters (some they did to themselves) and the UAE will demand that Microsoft will do its AI work wherever it needs to be and as such Microsoft will enable Huawei even more. All this because someone has anti-Google feelings. For 15 years Google found and created an innovative road. It is not up to the DoJ to reward stupidity to the competitors of Google. They forgot the basics and these settings will now work for China as well. 

And as we see that Politico gives us “Under the agreement, components manufactured by Huawei, China’s leading 5G equipment maker, are to be banned from sensitive core network infrastructure by the end of 2026, rather than by the end of 2025 as previously envisaged, as reported by POLITICO. When it comes to the radio access networks (RAN) such as antenna masts, Huawei components would have to be removed by the end of 2029 instead of the end of 2026. This is a satisfactory outcome for German operators, who were in the process of upgrading these networks anyway, thus limiting extra costs.” You see one thing, but I see that there is no real America by 2027, as such the ban becomes moot. Add to this the expansions that Saudi Arabia is making with the STC. The Saudi Telecom Company is already making waves in Egypt and now it seems Portugal as well all this enables Huawei more and more growth and as Google starts to falter the European politicians will try to divert whatever they can as to not be eaten by their ‘allies’. As the west falls to Huawei and the STC the more hardship America will face. It all started by attacking its own base and by attacking Google they basically drowned their own livestock and  from there the business opportunities they had. Funny for me, not so much for Microsoft who basically let it happen and now that the office suite is under attack (from next week) we will see all kinds of spin by one player on how hard it will be for the shifters. The overt setting was that (an oversimplified setting) the Department of Justice should have stayed out of matters. They hide behind ‘monopoly’ but that game states that all players are equal whilst that setting hasn’t been true for decades. The world had Adobe, Amazon, Apple, Google and Oracle. The others are spinning, making presumptuous presentations on whatever wasn’t real yet and now there will be a tap on the door. How will it end?

I honestly have no idea. The only thing I foresee is that with the breaking up of Google the end will be nigh for those relying on ‘scripted’ settings for the better things that it will bring. Because that just ain’t so. For things to become better true innovators are needed. And the bigger part of those are not in America. The 5 I mentioned has them, but when the For each of those China might have an alternative. Huawei could now replace Google (in part), Tencent with Huawei will be able to replace parts of Apple. As I see it only Oracle has a steady foundation and it all depends on the DoJ waking up what they are about to unleash and still if they do not Credibility towards Google will wane, that much the DoJ already achieved. I wonder if they realise what they are about to achieve. 

The world seems to become more and more Chinese oriented. Well, that is what this administration seemingly wanted.

Have fun with the fallout.

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

October 9, 2024 · 23:48

Personal perception

It is always funny to see greed and stupidity in one compact package. In this instance I am introducing you to the American department of Justice. The one that will not prosecute Microsoft, the one that hands their economy to China and the one that throws away whatever economic options they have. Hobbled by ego trippers without a clue, chastised by a failing religion, one nation under the league of flaccid atheists. 

Is that clarity enough? In comes the BBC (at https://www.bbc.com/news/articles/c62504lv00do) giving us ‘Google threatened with being broken up by US’ where we see “The US government is considering seeking the break-up of the world’s biggest search engine, Google, which it accuses of causing “pernicious harms” to Americans.” Really? The US government is accusing Google of “irreparable harm done through evil or insidious corrupting or undermining”? Who is the idiot making that accusation? Lets have a rundown

It was founded in 1998 by Sergey Brin and Larry Page. They released Google search and they were clever they had the IP properly patented. Two clever dudes designed something that Microsoft never considered. Microsoft who was licking the rear end of the CFO’s of the fortune 500 were outsmarted by two students who gave people a system they needed, they handed system the people needed. So in this daytime and age, who would you rather appeal to? 500 persons who think they know it all, or a few million who are happy to be grateful? One implies money, the other gives you clusters of happy workers. In 2010 they improved the search engine making it twice as fast. At that point they had the cornerstone of modern telecom electronics. And  that is when 4G came out. And Google became the power player it is today. The story is a little more complex but this is the gist of it. The power player who proclaimed to be innovating were surpassed by two students who actually were innovative. Apple took the option of letting the innovators be and offered their technology for a large payout. 

There is more to all this, but the lowdown is that innovators recognise other innovators (YouTube) and they came up with Google Ads and in all that time the so called innovators (Microsoft) couldn’t even get close to what Google designed. They failed to offer a decent search engine (Bing) and they had nothing to offer against Google Ads (Microsoft Advertising) they failed 4 times over. And now we get stakeholders to push for breaking up Google. So let’s see how stupid that is.

In 2019 Huawei created HarmonyOS. In 5 years it created a decently worthy opponent to Android. It is now available in 77 languages. Last year it created HarmonyOS NEXT. It allows several smart devices to talk to one another. We can speculate that Harmony OS NEXT is more than a worthy opponent to Google. It will allow Huawei to hand the people in Europe, Africa, Asia and the Middle East with mobile solutions that will be happily accepted in the houses there. That is what the DoJ is achieving. And this is not the first time they are interfering where they seemingly have little knowledge. And for me it could open another door (yay me). 

All this matters because Huawei Harmony OS NEXT will enable seamless interactions among a wide array of device forms, from earphones and automobile head units to smart TVs and mobile phones. Google does this with the devices they have, but until now they had no real competitor, Microsoft was too soft and not enough micro and beside that they are spread too thin. Now that the DoJ is seemingly planning to break up Google Huawei gets a nice clean playing field to promote their brand outside the USA and with that America loses more and more market share. So whatever deceitful claim America makes They are about to be sliced and diced in the mobile industry by Huawei, TikTok (ByteDance) for video and on the electronic field by Tencent. Three companies that have real innovators and the one innovator that needs the space to continue their work is hobbled by “If the DOJ pushes ahead with the proposed remedies – and they are accepted by the judge in the case – it would represent arguably the biggest regulatory intervention in the history of big tech” which hands a clear victory to Chinese entrepreneurs. How silly they are.

As I see it, they are about to lose seven times over with the losses they have and looking at timeline of the innovators, the stakeholders as I personally see it are handing Chinese companies massive victories and I reckon that those ‘siding’ with America will change sides to the Chinese corporations before the ink dries of whatever bankrupt statement America gives the world and with the 35 trillion dollars they have less then 4 years to avoid that and I have no idea what happens to whatever Wall Street will side with. This is my personal perception of what is about to happen. Many will say that I will be wrong and I could be, but there is too much data siding with me and whilst these stakeholders get politicians to side with the need to line their pockets America keeps on losing more and more. 

In 2022, Saudi Arabia signed $4 billion worth of arms agreements with China, including deals for armed drones, ballistic missiles. In 2024 it has grown to $50 billion. This is partially important as I wrote on the 21st of February 2021 ‘How to miss out on $20,000,000,000’ And I was wrong, I stand corrected. Their revenue grew to $50 billion a mere three years later. I saw it coming a mile away and now it is happening. And the DoJ is making it worse. As I see it Google, Adobe, IBM and Oracle are the last of the real innovators and the DoJ is about to hobble one of these four, it will soon be that bad. 

As such, is my perception wrong? It might be, but my presumption has been a lot more correct than it has been wrong. No matter how you view it the entire Google mess is being mishandled (as I personally see it) pretty much from the beginning. 

And now America gives the option for a much larger win to Huawei Technologies. It will not impact  America, but Google is very likely to lose market share on several fronts. There is a much larger loss if Huawei would include TikTok on every Huawei mobile. Should these mobiles come with HarmonyOS NEXT the damage would increase and with their multi sharable sides Apple revenue would also be impacted as well as a loss of revenue to all kinds of accessories. These losses of revenue will hit Apple as well as Google. As I see it a simple creation of imbalance by people who (by my reckoning) have no clue on the internet of things. What a lovely present ego makes for others.

Enjoy the coming day.

1 Comment

Filed under Finance, IT, Law, Media, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , ,