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Tic Toc Ruination

There is always a next deadline, a next target and a next threshold. When we see that point, some see obstacles, some see challenges and others await opportunities. It has always been this way. In the past we had 3G, Telstra could not keep up and gave us 3.5G and called it something else. The audience was deceived and has been deceived for a while in many ways. In Australia, as I personally see it, too many politicians dance to the needs of Telstra and as such, in the long run nothing was done. As 4G matured on a global level we saw the eCommerce run and we saw growth everywhere. And as the 5G moment grew near too many were sitting on the sidelines, all talk and no hard work. Huawei, Ericsson and a few more worked hard because he fin-tech term ‘be there first‘ applied a hundred times more to mobile technologies and we saw the escalation as China went ahead of the curve. Suddenly Huawei 5G technology got banned, a bankrupt America started and soon most nations followed, now, or at least 5 hours ago, the Guardian (at https://www.theguardian.com/technology/2018/dec/05/bt-removing-huawei-equipment-from-parts-of-4g-network) reported one additional move ‘BT removing Huawei equipment from parts of 4G network‘, we see “In a statement, the UK telecoms group has confirmed it is in the process of removing Huawei equipment from the key parts of its 3G and 4G networks to meet an existing internal policy not to have the Chinese firm at the centre of its infrastructure“, all at the behest of spymaster incredibili Alex Younger. Yet actual evidence of Chinese activities was never given in evidence. Alex does something else and in retrospect to his French, American and Canadian peers something that is actually intelligent. He gives us: “the UK needed to decide if it was “comfortable” with Chinese ownership of the technology being used.” OK, in opposition of American stupidity making claims they cannot support, Alex is giving us the national need and the premise that another government should not have ownership of infrastructure this important. I can accept that, yet in that same light, that equipment should not be American or Russian either. He also gives us: “We have to keep adapting … we are evolving again to meet the threats of the hybrid age … our task now is to master the covert action of the data age“, and he is correct. It does not state that Huawei is a danger, a risk or actively undermining the UK. I get the setting of national security first and in this Huawei might optionally in the future be that risk, it is not the same setting the yanks gave us.

Yet there is the opposition as well. At present not only is Huawei ahead by a fair bit, Engineering and Technology (at https://eandt.theiet.org/content/articles/2018/12/china-continues-to-dominate-worldwide-patent-applications/) give us: ‘China continues to dominate worldwide patent applications‘, it is a lot larger than Huawei, yet the stage we need to comprehend is “China submitted 1.38 million of the total 3.17 million patent applications submitted“, and a chunk of that 43.5% is mobile and 5G technology. China is ahead in the race and as some people start living in denial, the stage we will see in 2020 is not that America will start its 5G part, there will be a moment when China lodges IP cases that oppose patents, and the optional proven stage of patent violations. At that point the nations moving in silly ways will learn the hard way that whatever they tried to overcome will cost them 200%-550% more that they thought it would. The entire patent system will be upside down as technology makers will be found to be technology breakers and that is one side why the US is so opposed to certain levels of protectionism (apart from their pharmaceutical patents). To give you a perspective, China applied for more patents than the US, Japan, South Korea and the European Patent Office combined, the difference is that big, there is a second benefit to a worldwide growth in IP filings and some technology offices will soon encounter the receiving side of a desist to move forward lawsuit. The Apple Samsung war in patents has shown that impact for years and when any firm is stopped in their tracks, for any 5G violation, you can flush that 5G implementation timeline down the toilet.

ZDNet gives us: “Sprint announced that it is now the fastest mobile carrier across New York City, providing customers with access to its gigabit-speed LTE services after upgrading its network in preparation for 5G services going live next year“, which sounds nice, yet when we see: “launching a 5G mobile service there in the first half of 2019“, the way the dates were given last week personally implies to me that any setback gives reason that there will be no 5G before Q3 2019. Now, I might be wrong here, yet in the past we have seen again and again that these timelines were never met and the pressure is really on this time around, making setbacks and delays even more likely. So a we see New York, Los Angeles, Las Vegas, Washington DC, San Francisco, Seattle, Chicago, Atlanta, Philadelphia, Detroit, Miami, Indianapolis, and Phoenix moving into the 5G realm, we now see the absence of an earlier mentioned Boston, Sacramento, Dallas, Houston, So as we see San Francisco, I see no Mountain view, no Palo Alto and no San Jose (consider https://www.youtube.com/watch?v=CnzTgUc5ycc, just a little Helix for the fans). So will San Francisco get 5G, or will Google and Facebook infested Mountain View get the5G? The problem is not whether it comes now or later, the fact remains that implementation and deployment had to be done and be past the 100% deployment preparations 6 months ago and the players left it to the final moment, whilst some of the infrastructure should have been available a long while ago.

The setting is not merely 5G, it is the availability that is connected to all this that follows. Part of this situation is given weight to issues when we consider Telecom Lead giving us (at https://www.telecomlead.com/5g/192-operators-start-5g-network-investment-gsa-87745). The quote: “192 mobile operators in 81 countries are investing in 5G network as compared with 154 operators in 66 countries in July 2018, according to the latest GSA report released in November 2018” shows us that 15 countries are already late to the start and it involves 38 operators. Now, that might be valid as some are not in the size to be the initial adopters, yet it is merely the top of the iceberg. This Titanic is showing a leak when we get to “GSA also said 80 telecom operators in 46 countries have announced their plan to launch 5G to their customers between 2018 and 2022. 37 networks will launch 5G services in 2020 alone“. If this is the stage knowing that you are in one of the 37 countries. The 9 countries that are optionally launching between 2018 and 2020 might have a local advantage, yet which of these 9 are starting fist, or get to start between 2021 and 2022 is equally an issue to explore. We see: “Telstra, TeliaSonera Finland, Ooredoo Kuwait and Qatar, Zain Kuwait, and STC Saudi Arabia have done 5G deployments using commercial 5G base stations but are waiting for devices to enable service introduction“, here we see Australia to be ahead of the curve, yet waiting for devices implies that it goes beyond the mobile phones, I reckon that there is something else missing, yet what it is and when it comes is not given. The article also gives us the entire 5G trap and the Verizon steps that are in question. It is the reason why I mentioned Telstra 3.5G in the first place. We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?

If that is truly the case, if this is truly verified, will the day that the 5G switch is turned on in the US, Japan and Saudi Arabia show that Saudi Arabia and Japan gives the people true 5G and America does not, does that make them the loser in the 5G race on day one? The question now becomes is Sprint 3GPP compliant, and more important what is the failing of 3GPP compliant bringing to the table?

When I look at the data opportunities that 5G brings, the opportunities that blockchain technology can revolutionise (especially in America) in retail with 5G are unheard of. There is a true growth of investment options available, yet are these opportunities seen as such?

So where is the ruination?

You see, this is the first time in history where high-tech is running ahead in China. In the past, America had the radio, they had the TV, they had video, DVD, Japan brought the Blu-Ray, and the US had 4G first; yet it all falters when we realise that this time around China is not merely on par, they are optionally ahead in the next technology wave, we have never seen this advantage from China before, and at the speed at how they caught up in the past, is worrying many nations as they are now ahead and optionally they can create more headway as they start giving the US less and less advantages, optionally resulting in greater economic advantages for China as America ends up having to catch up now, an advantage of being first which is now optionally no longer with the US.

The question becomes, will the consumers have to pay for that lack of headway? Even as we push for the comparison in the past app stage of 4G, we see that the IP war can become a much larger headache when you are not China, it might be good, it will most likely be bad and in the end we might benefit yet the reality is that massive amount of money will start going to the far east (China) and it will impact all manners of ecommerce soon enough. Yet will that happen? We might know tomorrow as the techboys (and one techgirl), AKA Sundar Pichai, Satya Nadella, Ginni Rometty, Safra Katz and Steve Mollenkopf meet with White House officials later today. So as Google, IBM, Microsoft, Oracle and Qualcomm decide on what happens (or needs to happen) in the next 24 hours, I wonder what concessions they will get from the White House as long as they all finish second to none and give America the 5G pole position result. Ego comes at a price and I reckon that we get to know the cost of White House ego tripping before the end of the year.

In all this, I wonder, can I make matters worse when I ‘give’ 2 billion in IP value to Huawei? When we are pushed, should we not push back? When the others face too late the element of delay by not adhering to logic, and by ignoring common sense, should I give them consideration? That is actually a main point here, as technology becomes the main political pawn, how should we react? We can agree with Alex Younger that any nation needs to negate technological risk, we could consider that he seemingly had the only valid opposition against Huawei, as it was not directed at Huawei, but at the fact that the tech is not British, the others did not work that path, and as we see that technology is cornered by the big 7, those in the White House with an absent person from both Apple and Huawei. We have accepted the changed stage of technology and that might not have been a good thing (especially in light of all the cyber-crimes out there), also a larger diverse supplier group might have addressed other weak spot via their own internal policies, another path optionally not averted. So as we focus on national needs (which is always a valid path), should I hand that 2 billion dollar patent to Australia, who is too often in the pocket of Telstra (as I personally see it), or put it on the market for any to buy it, when that happens, do I create opportunity or limitations?

That is a question that most of us did not consider as the tech market had been global for the longest of times, yet as 5G comes into play, that might soon change and with that we will get new answers, new challenges and a lot more diversity (whilst having to entertain a whole range of new limitations as well). In my view there is an unseen balance between ruination and opportunity, yet this is where time is not a factor, it will be about the connectivity that one offers another and that is when we see that time influences it, but it is not the larger factor of influence. It is a market where diversity becomes an enabler against time (partially in opposition of time). I stated this before. As 4G gave us the golden path towards ‘wherever we are‘, 5G will be largely about ‘whenever we want it‘. It affects ‘on demand’, it enables ‘I need it now’ and it gives rise to security, automation and non-repudiation to a much larger extent. We have clearly seen that Huawei and China are in pole position of that race, and we must wonder who of the other players can catch up in time offering the full 5G with all elements validly in place (not using Verizon’s own 5G specification, or a version thereof).

I look forward to 2019 as I have already found 2 optional gaps; I wonder how many more I will find.

 

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A new danger

There is a setting of dangers, the dangers are not merely setting, and for the US it is inequal discussion on how many allies they have left in the near future. It is not a new danger; the actions have been under scrutiny for some time. Yet last night something changed. We understand that electing the 45th president, a ‘former’ greed driven billionaire would always have consequences, yet the amount of consequences shown is now escalating.

The Washington Post gave uis 90 minutes ago ‘GOP fundraiser Broidy under investigation for alleged effort to sell government influence, people familiar with probe say‘, the article (at https://www.washingtonpost.com/politics/gop-fundraiser-broidy-under-investigation-for-alleged-effort-to-sell-government-influence-people-familiar-with-probe-say/2018/08/17/c9e55792-a185-11e8-8e87-c869fe70a721_story.html?utm_term=.774c7a3358da) a different setting. We always knew that there are two sides and the ‘less progressive’ republican side was always a little of a hot potato to some. Yet with “The Justice Department is investigating whether longtime Republican fundraiser Elliott Broidy sought to sell his influence with the Trump administration by offering to deliver U.S. government actions for foreign officials in exchange for tens of millions of dollars“, that hot potato has now turned into a handgranate. With the quote “As part of their efforts, prosecutors have subpoenaed casino magnate Steve Wynn, the former RNC finance chairman and longtime Trump friend, for copies of records and communications related to Broidy” we see that there is a much larger net being used. It is not merely about Broidy, with names like Steve Wynn we see that there are several names involved, all people with almost direct access to the President of the United States, and with names like Jho Low and Guo Wengui we see another side of ‘entrepreneurship’ hitting the limelight.

Yet how real is the setting?

Part of it is seen in the Wall Street Journal, and with “through June and into July, Mr. Low had been living freely in China, a person aware of his travels said”, as well as “Mr. Low had a close relationship with former Malaysian Prime Minister Najib Razak, who in turn was courted by China. Malaysia’s new government suspects Mr. Low helped arrange infrastructure projects, financed by China, from which funds were diverted to cover debts”, the second part now giving us that America as well as other players wanted access to Mr. Low, yet that in itself is not evidence against Elliott Broidy. What it does tell us that multiple players want access to this billionaire, all for their own reasons and with the US with a debt surpassing 21 trillion, we can only wonder what some people want Mr. Low for. The additional part is that Malaysia is now pulling all the plugs. This is seen as Channel NewsAsia is reprting that “The Bombardier Global 5000 aircraft, estimated to cost US$35 million was allegedly bought with money belonging to 1Malaysia Development Berhad (1MDB)” (at https://www.channelnewsasia.com/news/asia/malaysia-to-prove-jho-low-private-jet-bought-stolen-money-1mdb-10621726). It seems so flaky and weird to merely focus on one plane. The amounts are massively larger then the $35 million, so in that case, if that evidence falls over, will the case on that side against Jho Low collapse? When we look in that direction and look at Malaysian Prime Minister Mahathir Mohamad, we see that hsi platform is set upon anti-Chinese activities and when we see the accusation “critic on Chinese ventures in his home country for being too expensive and has suspended three China-backed projects worth around $22 billion that were signed under the previous administration”, we see that there might be  case in that part, yet why focus on $35 million in a $22,000 million setting? We also see an additional stage in “Explaining his decision at a news conference last month, the veteran politician said the contract and loan terms behind the deals were unfair, noting that the interest rates on China’s loans were much higher than the 3 percent figure at which the government normally borrowed, the Associate Press reported“, is this all about the money, or merely a way to set the stage for re-negotiation. In that setting, the sound strategy becomes that Elliott Broidy was setting the stage for the United States to poach the finance deals away from China and in that setting, getting Jho Low to give the goods would help the US pretty decent. In addition, when we look at the education of Jho Low, we see that he is an alumni of the Wharton School of the University of Pennsylvania, the same school that has President Trump, as well as the bulk of CEO’s that at one stage were the captains of the Fortune 500 lists, it includes dozens of airline CEO’s, so in that setting the Malaysian government goes looking for a $35 million plane?

So what is exactly the danger?

It is not on merely the setting of Elliott Broidy in all this, it is the setting where we all need to realise that there is a cost to doing business and it has transgressed borders for the longest of times that, whilst we accepted that in Europe to some degree, Americans never accepted or comprehended that. The media players used that part in all kinds of election setting and fear mongering for the longest of times. From my point of view (optionally a wrong one), we see how people like John Brennan is a danger to that setting. People dedicated to the protection of that their nation will not accept the global cost of doing business; they are in line with monarchists and devoted workers to their nations like we see in the Netherlands, the United Kingdom, Sweden, Denmark, as well as Canada. In republics, republicans are in a setting that this time is gone; it is the age of the corporate setting of common sense towards pragmatism. The problem as I see it is that those of no use to the needs of such a republic lose value overnight, that whilst the monarchist setting is to embrace all the citizens and protect them all. It is done at a cost, one that those people tend to accept. Yet in the republican view, these costs are counterproductive to corporate profit, the non-consumers are a cancer, needed to be cut out. When globalisation sets in to the business degree that will be a lot easier and that is where we see the stage. So when we see “In the 48 hours since President Trump revoked the security clearance of former CIA director John Brennan, over 70 former intelligence officers and leaders have come forward denouncing the president’s decision to revoke or threaten to take away security clearances from former government officials, including a list of 60 former CIA officers who signed a statement today, obtained by Axios“, we also see that America (or is that Wall Street) are confronted with a change no one was ready for, so the economy becomes a stagnant danger to them, one where they do not make profit.

When we see names like:

  • Jeremy Bash, former CIA and DoD chief of staff
  • Bob Flores, former CIA chief technology officer
  • Kent Harrington, former national intelligence officer for East Asia and CIA director of public affairs
  • George Little, former chief spokesman, CIA and DoD
  • Phillip Mudd, former CIA analyst
  • John Nixon, former CIA analyst
  • Greg Vogel, former CIA deputy director for operations

We see that the USA is in an upcoming setting of polarisation and that is just within the republican side of government and its administration. There is a change coming and the outcome is hoped for (on both sides) but the outcry gives us that this is a round that Wall Street is likely to lose this battle and that changes the game. In addition, when we see the required application of intelligence data and who gets access to it sets a new border, the fact that others (like France and UK) need to realise that shared intelligence data is no longer safe, because the data shared within corporations while used to set a very different stage of what is regarded as needed for security. The corporate side is already countering the advantage that a national intelligence system has. We see this in part when we look at Business Wire (at https://www.businesswire.com/news/home/20180806005526/en/Global-Database-Valuable-Italian-Business-Intelligence-Data), where we see ‘Global Database Makes Valuable Italian Business Intelligence Data Available – Completely Free‘, before you dismiss this, also consider that “Any registered user can now access key information about 7,564.575 registered companies in Italy“, registration is free and that is merely one of close to a dozen places where this is happening. All connected, it is an optional setting of open source intelligence that is merely a foundation pillar. You merely have to add LinkedIn and Facebook to have a dataset that will allow you to extrapolate data that will make plenty of intelligence groups envious. You see, this is not about finding the criminal, or the terrorist. They are either known or not an issue. This is the setting of finding economic opportunities, the setting to see who is connected and interacting with the alumni of places like the Wharton School of the University of Pennsylvania. A group of people with connection and access to funds totaling well over 157 trillion Euro, so whilst we wonder on the fear of where is the terrorist (whilst the danger of getting run over in the street is 20 times more likely, we forgot that our futures, any future is set in the stage where there is economic viability and availability.

That is the part that we see to forget, or even worse actively avoid contemplating. In the time when we are led to believe that there is economic upturn everywhere, we seem to forget that as the river of economy changes, we will either be in a place of plenty, or we are set into the next stage of drought and it will be the one view we have until the end of our lives. It is about ability to live with a level of expected comfort which is likely no longer set to national boundaries, it will be set to the boundary of the corporation or business group that we work for and facilitate for, it will be as cold as that, and until we get past this greying generation, which is optional until 2035, that is how it will be for those in this era. The man behind the Global Database, namely Nicolae Buldumac has figured parts of that out, so that is why he and 30 others in London are doing this. When we look at the article (at https://medium.com/@buldumak/cookie-audience-vs-data-audience-which-is-better-44971ad12ee4), we also see ‘Cookie Audience Vs Data Audience: Which is Better?‘, he found a way to not create the best of both worlds, he found out how he can make both work for him and that is where he created more than economic opportunity. He has found the stage where he can optionally get the facilitators work for him and that seems to be exactly what he is doing. When he is done he will have a similar setting for France, Germany, the UK and Spain. So basically the 5 largest European economies are opportunities where he has the keys and data to.

So when we get to look at the US again, do you think that this will be about Elliott Broidy or people like him in an outdated setting? No, they are the garnishing of economic times that surpassed them and it is the data makers and facilitators like Nicolae Buldumac where the republican mindset of corporations will rely on next, they are the future and their path for enablement is what sets the stage for Europe. This is not clever technology (well in a way it is), it is about the quality of data and what it allows for and that is where we see that the moment that data hits a critical point, it will equal the value of Facebook or more. Some will argue that most of that is all in any Chamber of Commerce and they would be right, but those entities do not talk to each other, they are founded on borders of a national level or lower and in the entire euro setting they for the most never aligned, so someone did it for them and on their own dime, optionally replacing them, or better stated, reducing those previous players to mere data entry points. Governments had to realign their data dimensionality a decade ago, but everyone was so busy keeping their own pond clean that they forgot that the pond is only important to the land surrounding it, when that floods, the ponds become merely crevices of a lake, Lake Europa, that is where Nicolae Buldumac it taking them, so soon others (like Asia and America) they will look at the parts of Lake Europa and see where fishing is the best, those land borders no longer matter and that is the stage we find ourselves in. A changing setting of what sets the identity.

Am I the first?

Hell no! This was all done before. Forbes in 2013 gave us an article by George Bradt. The article called ‘How Army Intelligence Techniques Apply to Business Leads‘. Here we see “Marketing may have a bias to giving sales people a large number of leads, while sales people seek potential customers they can engage with. The answer is to move from big, unstructured data sets to “finding that guy” that really cares. This was Mishor’s ah-ha moment, realizing that army intelligence techniques could be applied to business“, yet it goes further, when you consider one, and the other, you should also realise that the parameters are bidirectional with the proper data flags. So when we see the two streams lead to the same insight. “On the one hand, Mishor is creating value with a systemic, scalable way to connect seemingly unconnected data to identify the most valuable target customers. On the other hand, Mishor built his business by connecting seemingly unconnected hopes and needs of his prospects” we see the solution at both ends, and in addition we see that we can define the need much more precise. From my point of view we can see a third direction. That part is not easily seen, so I will give an alternative example.

In factor analyses we go from many to one. We get the setting that the numbers equate to a factor, it is basic statistics. When we go into the other direction we see the foundation of a discriminant analyses. The third part is seen in that the data setting when something is proven in a factor analyses, it should almost always fail as a discriminant analyses and vice versa. I tend to use humour on that and state ‘It is sarcasm, when it backfires it is merely irony‘. The intelligence data was always on finding the person, yet in a stage of lacking resources, being able to safely remove a person as a threat is equally valuable. If you cannot find that one person, reducing the 5,000,000 stack to a mere 5,000 with 99% certainty is just as valuable, because the one final link could reduce that to 50 whilst not having to revisit the previous 4,995,000 considerations. As I see it in this day and age, not only is the stage of military intelligence and business intelligence not mutually exclusive, they are more and more overlapping. The overlapping field becomes an insightful pool of data where it will no longer be about the one person, it will be more and more about a setting where the value of Analysis of covariance will be important.

In the intelligence it could be seen that it is not merely about the terrorist and its connections. It will be about the moneyman and who else links, both optionally to the mastermind. In business intelligence that setting is not merely see as to where a person studied. It is more and more important on where the patents are and who has them as well as the people creating those patents. In this economy the economic value of a patent over overwhelmingly important. That part is seen when we get back to the 5G race, we saw that last march when we were confronted with “U.S. President Donald Trump has blocked microchip maker Broadcom Ltd’s (AVGO.O) $117 billion takeover of rival Qualcomm (QCOM.O) amid concerns that it would give China the upper hand in the next generation of mobile communications, or 5G“, in addition Forbes gives us within the article ‘Ericsson Vs Huawei: Who’s Winning The 5G Race?‘ Yet there we see two parts. The first is “However, two of particularly significant scale and market presence are Ericsson and Huawei. Will one conquer overall?“, as well as “Financial strength matters. Ericsson will have to turn the ship towards profitability and growth waters, in order to continue the required investment in product development”, which relies on “Ericsson recently announced what seems on the surface to be an impressive 5G patent application. Calling it an “end-to-end” submission, the filing combines the work of 130 Ericsson inventors and promises to include everything needed to build a complete 5G network“, the ability to set 600 million will give the optional 60 billion in return and it will in addition set the stage for European growth to a recently unprecedented (or was that non-presidential?) scale and America wants slices of that pie, if not the whole pie. The stage of corporate setting versus national setting in direct exposure of what is to come and the 5G battle theatre will be a big one, because the winners there will be the next kingmakers and everyone will want parts of it; that was never in doubt. The evidence is all over the place.

Forbes also gives us the new danger setting with the question ‘Does a global geographic footprint matter?‘ It is close to everything in this game, if only that the global footprint lets corporations walk all over government. Amazon, Apple, IBM and Microsoft have been doing that for the longest of times.

There is one part with Forbes that I do not agree with. They state “I would give Ericsson the edge here, considering its global presence includes North America“, I believe that Europe is the much larger powerhouse. You see, America is a mere 325 million, whilst the EU represents 512 million with direct access to India, China and Russia. All stages that America denied itself; if the setting of data (amounts and quality) determines their value; which players and where would they be able to grow this path the fastest and longer? The fact that Ericsson is not merely in the US, but they are showboating in Saudi Arabia is also a sign that they realise that stronger growth everywhere matters, the presented quote “Saudi telecom operator Mobily and Ericsson held a 5G demo at the Mall of Arabia in Jeddah, Saudi Arabia, showcasing the functionalities of the next-generation mobile technology. Ericsson supplied Mobily with a standalone 5G system, including a prototype 3.5GHz radio, baseband, and prototype UE device for the 5G demo, which showcased 5G throughput, targeting speeds of up to 1Gbps. The demo is part of Mobily’s plan to highlight expected 5G benefits consumers and industries across Saudi Arabia“, is merely one of many.

The question now becomes: ‘is exponential growth, growing too fast in all directions not a danger all on itself?’

 

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Waking up 5 years late

I have had something like this, I swear it’s true. It was after I came back from the Middle East, I was more of a ‘party person’ in those days and I would party all weekend non-stop. It would start on Friday evening and I would get home Sunday afternoon. So one weekend, I had gone through the nightclub, day club, bars and Shoarma pit stops after which I went home. I went to bed and I get woken up by the telephone. It is my boss, asking me whether I would be coming to work that day. I noticed it was 09:30, I had overslept. I apologised and rushed to the office. I told him I was sorry that I had overslept and I did not expect too much nose as it was the first time that I had overslept. So the follow up question became “and where were you yesterday?” My puzzled look from my eyes told him something was wrong. It was Tuesday! I had actually slept from Sunday afternoon until Tuesday morning. It would be the weirdest week in a lifetime. I had lost an entire day and I had no idea how I lost a day. I still think back to that moment every now and then, the sensation of the perception of a week being different, I never got over it, now 31 years ago, and it still gets to me every now and then.

A similar sensation is optionally hitting Christine Lagarde I reckon, although if she is still hitting the party scene, my initial response will be “You go girl!

You see with “Market power wielded by US tech giants concerns IMF chief” (at https://www.theguardian.com/business/2018/apr/19/market-power-wielded-by-us-tech-giants-concerns-imf-chief-christine-lagarde) we see the issues on a very different level. So even as we all accept “Christine Lagarde, has expressed concern about the market power wielded by the US technology giants and called for more competition to protect economies and individuals”, we see not the message, but the exclusion. So as we consider “Pressure has been building in the US for antitrust laws to be used to break up some of the biggest companies, with Google, Facebook and Amazon all targeted by critics“, I see a very different landscape. You see as we see Microsoft, IBM and Apple missing in that group, it is my personal consideration that this is about something else. You see Microsoft, IBM and Apple have one thing in common. They are Patent Powerhouses and no one messes with those. This is about power consolidation and the fact that Christine Lagarde is speaking out in such a way is an absolute hypocrite setting for the IMF to have.

You see, to get that you need to be aware of two elements. The first is the American economy. Now in my personal (highly opposed) vision, the US has been bankrupt; it has been for some time and just like the entire Moody debacle in 2008. People might have seen in in ‘the Big Short‘, a movie that showed part of it and whilst the Guardian reported ““Moody’s failed to adhere to its own credit-rating standards and fell short on its pledge of transparency in the run-up to the ‘great recession’,” principal deputy associate attorney general Bill Baer said in the statement“, it is merely one version of betrayal to the people of the US by giving protection to special people in excess of billions and they merely had to pay a $864m penalty. I am certain that those billionaires have split that penalty amongst them. So, as I stated, the US should be seen as bankrupt. It is not the only part in this. The Sydney Morning Herald (at https://www.smh.com.au/business/the-economy/how-trump-s-hair-raising-level-of-debt-could-bring-us-all-crashing-down-20180420-p4zank.html) gives us “Twin reports by the International Monetary Fund sketch a chain reaction of dangerous consequences for world finance. The policy – if you can call it that – puts the US on an untenable debt trajectory. It smacks of Latin American caudillo populism, a Peronist contagion that threatens to destroy the moral foundations of the Great Republic. The IMF’s Fiscal Monitor estimates that the US budget deficit will spike to 5.3 per cent of GDP this year and 5.9 per cent in 2019. This is happening at a stage of the economic cycle when swelling tax revenues should be reducing net borrowing to zero“. I am actually decently certain that this will happen. Now we need to look back to my earlier statement.

You see, if the US borrowing power is nullified, the US is left without any options, unless (you saw that coming didn’t you). The underwriting power of debt becomes patent power. Patents have been set to IP support. I attended a few of those events (being a Master of Intellectual Property Law) and even as my heart is in Trademarks, I do have a fine appreciation of Patents. In this the econometrics of the world are seeing the national values and the value of any GDP supported by the economic value of patents.

In this, in 2016 we got “Innovation and creative endeavors are indispensable elements that drive economic growth and sustain the competitive edge of the U.S. economy. The last century recorded unprecedented improvements in the health, economic well-being, and overall quality of life for the entire U.S. population. As the world leader in innovation, U.S. companies have relied on intellectual property (IP) as one of the leading tools with which such advances were promoted and realized. Patents, trademarks, and copyrights are the principal means for establishing ownership rights to the creations, inventions, and brands that can be used to generate tangible economic benefits to their owner“, as such the cookie has crumbled into where the value is set (see attached), one of the key findings is “IP-intensive industries continue to be a major, integral and growing part of the U.S. economy“, as such we see the tech giants that I mentioned as missing and not being mentioned by Christine Lagarde. It is merely one setting and there are optionally a lot more, but in light of certain elements I believe that patents are a driving force and those three have a bundle, Apple has so many that it can use those patents too buy several European nations. IBM with their (what I personally believe to be) an overvalued Watson, we have seen the entire mess moving forward, presenting itself and pushing ‘boundaries’ as we are set into a stage of ‘look what’s coming’! It is all about research, MIT and Think 2018. It is almost like Think 2018 is about the point of concept, the moment of awareness and the professional use of AI. In that IBM, in its own blog accidently gave away the goods as I see it with: “As we get closer to Think, we’re looking forward to unveiling more sessions, speakers and demos“, I think they are close, they are getting to certain levels, but they are not there yet. In my personal view they need to keep the momentum going, even if they need to throw in three more high exposed events, free plane tickets and all kinds of swag to flim flam the audience. I think that they are prepping for the events that will not be complete in an alpha stage until 2020. Yet that momentum is growing, and it needs to remain growing. Two quotes give us that essential ‘need’.

  1. The US Army signed a 33-month, $135 million contract with IBM for cloud services including Watson IoT, predictive analytics and AI for better visibility into equipment readiness.
  2. In 2017, IBM inventors received more than 1,900 patents for new cloud technologies to help solve critical business challenges.

The second is the money shot. An early estimate is outside of the realm of most, you see the IP Watchdog gave us: “IBM Inventors received a record 9043 US patents in 2017, patenting in such areas as AI, Cloud, Blockchain, Cybersecurity and Quantum Computing technology“, the low estimate is a value of $11.8 trillion dollars. That is what IBM is sitting on. That is the power of just ONE tech giant, and how come that Christine Lagarde missed out on mentioning IBM? I’ll let you decide, or perhaps it was Larry Elliott from the Guardian who missed out? I doubt it, because Larry Elliott is many things, stupid ain’t one. I might not agree with him, or at times with his point of view, but he is the clever one and his views are valid ones.

So in all this we see that there is a push, but is it the one the IMF is giving or is there another play? The fact that banks have a much larger influence in what happens is not mentioned, yet that is not the play and I accept that, it is not what is at stake. There is a push on many levels and even as we agree that some tech giants have a larger piece of the cake (Facebook, Google and Amazon), a lot could have been prevented by proper corporate taxation, but that gets to most of the EU and the American Donald Duck, or was that Trump are all about not walking that road? The fact that Christine has failed (one amongst many) to introduce proper tax accountability on tech giants is a much larger issue and it is not all on her plate in all honesty, so there are a few issues with all this and the supporting views on all this is not given with “Lagarde expressed concern at the growing threat of a trade war between the US and China, saying that protectionism posed a threat to the upswing in the global economy and to an international system that had served countries well“, it is seen in several fields, one field, was given by The Hill, in an opinion piece. The information is accurate it is merely important to see that it has the views of the writer (just like any blog).

So with “Last December, the United States and 76 other WTO members agreed at the Buenos Aires WTO Ministerial to start exploring WTO negotiations on trade-related aspects of e-commerce. Those WTO members are now beginning their work by identifying the objectives of such an agreement. The U.S. paper is an important contribution because it comprehensively addresses the digital trade barriers faced by many companies“, which now underlines “A recent United States paper submitted to the World Trade Organization (WTO) is a notable step toward establishing rules to remove digital trade barriers. The paper is significant for identifying the objectives of an international agreement on digital trade“. This now directly gives rise to “the American Bar Association Section of Intellectual Property Law also requested that the new NAFTA require increased protections in trade secrets, trademarks, copyrights, and patents“, which we get from ‘Ambassador Lighthizer Urged to Include Intellectual Property Protections in New NAFTA‘ (at https://www.jdsupra.com/legalnews/ambassador-lighthizer-urged-to-include-52674/) less than 10 hours ago. So when we link that to the quote “The proposals included: that Canada and Mexico establish criminal penalties for trade secrets violations similar to those in the U.S. Economic Espionage Act, an agreement that Mexico eliminate its requirement that trademarks be visible, a prohibition on the lowering of minimum standards of patent protection“. So when we now look back towards the statement of Christine Lagarde and her exclusion of IBM, Microsoft and Apple, how is she not directly being a protectionist of some tech giants?

I think that the IMF is also feeling the waters what happens when the US economy takes a dip, because at the current debt levels that impact is a hell of a lot more intense and the games like Moody’s have been played and cannot be played again. Getting caught on that level means that the US would have to be removed from several world economic executive decisions, not a place anyone in Wall Street is willing to accept, so that that point Pandora’s Box gets opened and no one will be able to close it at that point. So after waking up 5 years late we see that the plays have been again and again about keeping the status quo and as such the digital rights is the one card left to play, which gives the three tech giants an amount of power they have never had before, so as everyone’s favourite slapping donkey (Facebook) is mentioned next to a few others, it is the issue of those not mentioned that will be having the cake and quality venison that we all desire. In this we are in a dangerous place, even more the small developers who come up with the interesting IP’s they envisioned. As their value becomes overstated from day one, they will be pushed to sell their IP way too early, more important, that point comes before their value comes to fruition and as such those tech giants (Apple, IBM, and Microsoft) will get an even more overbearing value. Let’s be clear they are not alone, the larger players like Samsung, Canon, Qualcomm, LG Electronics, Sony and Fujitsu are also on that list. The list of top players has around 300 members, including 6 universities (all American). So that part of the entire economy is massively in American hands and we see no clear second place, not for a long time. Even as the singled out tech giants are on that list, it is the value that they have that sets them a little more apart. Perhaps when you consider having a go at three of them, whilst one is already under heavy emotional scrutiny is perhaps a small price to pay.

How nice for them to wake up, I merely lost one day once, they have been playing the sleeping game for years and we will get that invoice at the expense of the futures we were not allowed to have, if you wonder how weird that statement is, then take a look at the current retirees, the devaluation they face, the amount they are still about to lose and wonder what you will be left with when you consider that the social jar will be empty long before you retire. The one part we hoped to have at the very least is the one we will never have because governments decided that budgeting was just too hard a task, so they preferred to squander it all away. The gap of those who have and those who have not will become a lot wider over the next 5 years, so those who retire before 2028 will see hardships they never bargained for. So how exactly are you served with addressing “‘too much concentration in hands of the few’ does not help economy“, they aren’t and you weren’t. It is merely the setting for what comes next, because in all this it was never about that. It is the first fear of America that counts. With ‘US ponders how it can stem China’s technology march‘ (at http://www.afr.com/news/world/us-ponders-how-it-can-stem-chinas-technology-march-20180418-h0yyaw), we start seeing that shift, so as we see “The New York Times reported on April 7 that “at the heart” of the trade dispute is a contest over which country plays “a leading role in high-tech industries”. The Wall Street Journal reported on April 12 that the US was preparing rules to block Chinese technology investment in the US, while continuing to negotiate over trade penalties“, we see the shifted theatre of trade war. It will be about the national economic value with the weight of patents smack in the middle. In that regard, the more you depreciate other parts, the more important the value of patents becomes. It is not a simple or easy picture, but we will see loads of econometrics giving their view on all that within the next 2-3 weeks.

Have a great weekend and please do not bother to wake up, it seems that Christine Lagarde didn’t bother waking up for years.

 

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Confirmation on Arrival

Last week, I gave you some of the views I had in ‘Google is fine, not fined‘ (at https://lawlordtobe.com/2017/06/28/google-is-fine-not-fined/). I stated “This is not on how good one or the other is, this is how valid the EU regulator findings were and so far, I have several questions in that regard. Now, I will be the last one keeping governments from getting large corporations to pay taxation, yet that part is set in the tax laws, not in EU-antitrust. As mentioned the searchers before, I wonder whether the EU regulators are facilitating for players who seem more and more clueless in a field of technology that is passing them by on the left and the right side of the highway called, the ‘Internet Of Things’“, 5 days later we see that my views were correct, again and again I have shown that looking behind the scenes is adamant to see the levels of misinformation and betrayal. Now in ‘To tackle Google’s power, regulators have to go after its ownership of data‘ (at https://www.theguardian.com/technology/2017/jul/01/google-european-commission-fine-search-engines) we now see: “The Google workshop at the Viva Technology show last month in Paris, which brought together players who shape the internet’s transformation“, this is what it always has been about. Who owns the data? Evgeny Morozov gives us a good story on what should be and what should not be, he pictures a possible upcoming form of feudalism, all drenched in data. It is no longer just about merely data and applicability; it is more and more about governments becoming obsolete. The EU is the first evidence in this. The EU is regarded as something that is on top of governments, yet that is not the case. It seems to be replacing them through orchestration. Mario Draghi is spending massive amounts of funds none of them have, yet in all this, yesterday we see “The European Central Bank has been dealt a heavy blow after inflation in June tumbled further below target, despite extreme measures from policymakers to stoke the economic measure” as well as “Unless price rises are stronger, ECB chief Mario Draghi has signaled that he is unlikely to scale back the mammoth levels of support for the economy“, so it is he and the ECB who are now setting the precedence of spending, printing money without any value behind supporting it. So is it ‘wealth distribution‘ or ‘wealth abolishment‘?

If we agree that this economy has failed, if we believe that this way of life is no more, when we accept that ¼th of this planets population is dead in roughly 25 years, what would come next? I would not presume to know that answer, yet can we imagine that if the dollar stops, we would need something else, in that case is data not a currency?

Now, I am perfectly happy to be utterly wrong here, I am also weirdly unsettled with the notion that our money is dwindling in value day after day. Now let’s get back to the ‘view’ of Morozov. When we see “Alphabet has so much data on each of us that any new incoming email adds very little additional context. There are, after all, diminishing returns to adding extra pieces of information to the billions it already possesses. Second, it’s evident that Alphabet, due to competition from Microsoft and Amazon, sees its paying corporate clients as critical to its future. And it’s prepared to use whatever advantages it has in the realm of data to differentiate itself from the pack – for example, by deploying its formidable AI to continue scanning the messages for viruses and malware“, we see more than just an adjustment in strategy.

Yet, I do not completely agree, you see data is only truly valued when it is up to date, so as data rolls over for new data new patterns will emerge. That would be an essential need for anything towards an AI, in this Data in motion and evolving data is essential to the core of any AI. and that timeline is soon becoming more adamant than some realise.

When we consider a quote from a 2006 article relating to a 2004 occurrence “Google published a new version of its PageRank patent, Method for node ranking in a linked database. The PageRank patent is filed under its namesake, Lawrence Page, and assigned to The Board of Trustees of the Leland Stanford Junior University; US Patent 7,058,628“, we should consider that the value it has will diminish (read: be reduced) in 2024 (for Google that is). There is of course another sight that this was ‘version 2‘, so others would be able to get closer with their own version. In 6 years as the Patent ends it will be open to all to use. No matter what some have, you only need to switch to Bing for a few days to see how straggling and incomplete it is. When you realise that Microsoft has no way at present to offer anything close to it, you get the first inside of how high the current Google value is and how much it scares governments and large corporations alike.

Now we get to the ‘ground works’ of it. From this we can see that Google seems to have been the only one working on an actual long term strategy, an event that others have stopped doing for a long time. All we see from Microsoft and IBM has been short term, masquerading as long term goals with 70% of those goals falling into disrepair and become obsolete through iteration (mainly to please the stakeholders they report to), is it such a surprise that I or anyone else would want to be part of an actual visionary company like Google? If Google truly pulls of the AI bit (it has enough data) we would see a parsing of intelligence (read: Business Intelligence) on a scale never witnessed before. It would be like watching a Google Marine holding a 9mm, whilst the opposite is the IBM Neanderthal (read: an exaggeration, the IBM would be the Cro-Magnon, not Neanderthal) holding a pointy stick named Watson. The extreme difference would be that large. In all this governments are no longer mentioned. They have diminished into local governments organising streams of data and facilitating consumers, mere civil servants in service of the people in their district. Above that, those levels of workers would become obsolete; the AI would set structures and set resources for billions. We went from governments, to organisations, we left fair opportunity behind and moved to ‘those who have and those who have not‘, and they are soon to be replaced for the ‘enablers and obstructers‘ and those who are the latter would fall into the shadows and face away.

Am I Crazy?

Well, that is always a fair argument, yet in all this, we have Greece as an initial example. Greece is possibly the only European nation with a civilisation that would soon become extinct twice. So as we see reports of lagging tourism revenue, on top of high regarded rises in GDP, rises we know that are not happening as the revenues are down by a larger margin (source: GTP), Greek revenue is down by 6.8 percent, which is massive! This gives stronger notions that the ‘beckoning of Greek bonds‘ is nothing more than a façade of a nation in its final moments of life. The fact that the ECB is not giving it any consideration for its trillion spending could also be regarded as evidence that the ECB has written off Greece. So tell me, when was the last time that nations were written off? Some of the press is now considering the works of former ‘rock star’ Yanis Varoufakis. Yet in all this, when did they actually change the landscape by investigating and prosecuting those who got Greece in the state it is in now? In the end, only the journalist releasing a list of millionaires pulling their money out of Greece, only he went to prison. So, as such, Greece is a first step of evidence that governments are no longer the powers they once claimed they were, and as less and less government officials are being held to account when it comes to larger financial transgressions is also a factor as to why the people of those nations no longer give them any regard.

The second view is in the UK, here we see ‘U.K. to End Half Century of Fishing Rights in Brexit Slap to EU‘, in this Bloomberg gives us “Prime Minister Theresa May will pull Britain out of the 1964 London convention that allows European fishing vessels to access waters as close as six to twelve nautical miles from the U.K. coastline“, in here we also see “This is an historic first step towards building a new domestic fishing policy as we leave the European Union — one which leads to a more competitive, profitable and sustainable industry for the whole of the U.K.“, which is only partially true. You see, Michael Gove has only a partial point and it is seen with: “Britain’s fishing industry is worth 775 million pounds and in 2015 it employed 10,162 full-time fishermen, down from about 17,000 in 1990. In almost three decades, fleet numbers dropped a third to 6,200 vessels and the catch has shrunk 30 percent“, the part that is not given is that from 1930 onwards engineering made massive strides in the field of ship engines, not large strides but massive ones. A ship, and its crew can catch fish, yet it is the engines that allow for the nets to be bigger and for the winches to be stronger to hoist those filled nets. In the ‘old’ days 2000 horsepower was a really powerful vessel, which amounted to 1.5 megawatts. Nowadays, these boats start at well over 300% of what was, so not only are the ships larger, can hold more fish and pull more weight, these ships are also getting more efficient in finding fish. I personally witnessed one of the first colour screen fish radars in 1979. In this field technology has moved far beyond this, almost 4 decades beyond this. If there is one part clearly shown, than it is the simple fact that technology changed industries, which has been a given for the better part of three generations. Not merely because we got better at what we do or how we do it, but as fishing results show that catches has been down by 30%, there is the optional element that there is less to catch because we got too efficient. It is a dwindling resource and fishing is merely the first industry to see the actual effects that lack of restraint is leading to.

So when we see a collapsed industry, can we blame governments? Who can we blame and is blame an actual option? In this, is there any validity in the fact that this part of government has surpassed its date of usefulness? Perhaps yes and there is equal consideration that this is not the case, yet the amount of consumers remains growing and as available resources go down we see the need for other solutions.

This is merely a first part. As we now move into the US and their 4th of July part, I will now look at other sides as well, sides we stopped considering. You see, there is opposition and it is growing. CNBC gives us one side to this with ‘Google Deep Mind patient data deal with UK health service illegal, watchdog says‘ (at http://www.cnbc.com/2017/07/03/google-deepmind-nhs-deal-health-data-illegal-ico-says.html), three points were raised. “A data sharing deal between Google’s Deep Mind and the U.K.’s National Health Service “failed to comply with data protection law“, the U.K.’s Information Commissioner’s Office (ICO) said“, “The deal between the two parties was aimed at developing a new app called Streams that helped monitor patients with acute kidney disease” as well as “the ICO said that patients were not notified correctly about how their data was being used“. Now, we can agree that an optional situation could exist. So does Elisabeth Denham have a point? For now let’s agree that she does, I would reckon that there has been a communicative transgression (this is how she plays it), yet is she being over formal or is she trying to slice the cake in a different way? The strongest statement is seen with “For example, a patient presenting at accident and emergency within the last five years to receive treatment or a person who engages with radiology services and who has had little or no prior engagement with the Trust would not reasonably expect their data to be accessible to a third party for the testing of a new mobile application, however positive the aims of that application may be.” OK, I can go along with that, we need certain settings for any level of privacy to be contained, yet…..there is no yet! The issue is not Google, the issue is that the data protection laws are there for a reason and now, it will hinder progress as well. As health services and especially UK NHS will need to rely on other means to stay afloat as costs are weighing it more and more to the bottom of an ocean of shortage of funding, the NHS will need to seek other solutions that will set an upward movement whilst the costs are slowly being worked on, it will take a long time and plenty of cash to sort it out, Google is merely one player who might solve the partial issue. Yet, the news could go in other directions too. Google is the largest, yet not the only player in town, as people seem to focus on marketing and presentations, we see IBM and to the smaller extent Microsoft and we all forget that Huawei is moving up in this field and it is gaining momentum. The cloud data centre in Peru is only a first step. It is only the arrogance of Americans that seem to think that this field is an American field. With Peru, India and China, Huawei is now active on a global scale. It has hired the best of the best that China has to offer and that is pretty formidable, There is no way that Huawei could catch up with Google in the short term, yet there services are now in a stage that they can equal IBM. As we see a race for what is now at times called the IoT landscape, we see the larger players fight for the acceptance of ‘their IoT standard’, and even as we see IBM mentioned, we see clearly that Google has a large advantage in achievements here and is heading the number of patents in this field, as Huawei is pretty much accepting the Google IoT standard, we see that they can focus on growth surpassing IBM, Qualcomm and Intel. In this Huawei will remain behind Apple in size and revenue, but as it is not in that field in a true competitive way Huawei might not consider Apple a goal, yet as they grow in India, Huawei could surpass the Tata group within 2 years.

So how does this matter?

As we see the steps (the not incorrect steps) of Elisabeth Denham, the acts as we saw in the Guardian on how regulators are trying to muzzle and limit the growth and activities of Google, how much influence do they have with Huawei? Even as we see that Huawei is privately owned, there have been a few articles on Ren Zhengfei and his connection to the Chinese military. It has spooked the US in the past, and consider how spooked they will get when Huawei grows their service levels in places like Greece, Spain and Italy? What will the EU state? Something like “your money smells, we will not accept it“. No! The EU is in such deep debt that they will invite Huawei like the prodigal son being welcomed home. So whilst everyone is bitching on how Google needs to be neutered, those people allow serious opponents and threats to Google’s data future to catch up. Huawei is doing so, one carrier at a time and they are doing it in a global way.

So as we see all kind of confirmations from media outlets all over the world, we seem to forget that they are not the only player in town as their growth in EU nations like Spain with a new android base Set Top Box (STB), Huawei just now becomes the competitor for Telefonica, Vodafone and Orange, implying that it now has a growing beach head into Europe with decent technology for a really affordable price. In a place where they all complain on how there is no economy, Huawei is more than a contender and it is growing business where others had mere presence and sustainable levels of revenue. It is merely a contained view on how the EU regulators seem to be fumbling the ball for long term growth, whilst handing opportunity to China (read: Huawei), who will be eagerly exporting to Europe the products they can.

In all this, CoA can be seen as a mere confirmation, a Course of Action by regulators, the Court of Appeal for Google, the Cost of Application for Huawei, the Coming of Age for Business Intelligence and the Center of Attention that Google is calling on themselves, whether intentional or not does not matter. We are left with the question whether at this point, the limelight is the best for them, we will leave that to Mr. Alphabet to decide.

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