Tag Archives: Riyadh

When the competitor launches cloud 9

Yes, that is the setting and it does refer to the previous two articles as it involves Microsoft, but this is not about Microsoft. You see, Microsoft exposed its jugular and I am always looking for a new job (a new challenge is more like it) and as Microsoft screwed the pooch (the Chihuahua and their customers as well) I decided the take a look. 

Google
With Google (a preferred first) there is a initial first, a bungle of sorts. You see a small quirk. Google dropped the ball (not the first time) and it is shown in the image below.

So when I search ‘IBM Cloud’ and ‘EVROC cloud’ I get the option ‘news, in the case of Google, I do not, I actually have to enter ‘Google Cloud News’ to get the news option. So how is their (so called) AI? You do know (and I have been explicit about it) on the fact that AI does not (yet) exist. It is all machine learning and deeper machine learning and it is all awesome, but it is not AI. To be a little frank. I usually search for topics and seek out news and for some reason my Google search does not catch on, so how is that AI? It is all data based and as such it is flawed, the fact that I still have to enter the search more than once adding the word ‘news’ is indicative of that. 

Beyond that we get (when I got it) ‘Google Cloud spearheads a revolutionary shift in cloud tech with generative AI’ which we got on the Next’23 even where we are given “We are in an entirely new era of cloud, fuelled by generative AI. Our focus is on putting gen AI tools into the hands of everyone across the organisation—from IT to operations, to security, to the board room. As the industry’s most open cloud, our goal is to help companies use AI and other cloud technologies to streamline their operations, increase productivity, and create entirely new lines of business.” Yet from my point of view all this needs to be data driven, and as such (as Microsoft opened the rift) their data centres and especially their worst case scenario better be upgraded (daddy needs a new pair of shoes). And when you consider the blunder of a previous mentioned participant, that review better be done yesterday. 

EVROC
Now we get back to an article the BBC gave us 4 weeks ago (at https://www.bbc.com/news/business-66310714) where we learned ‘Why it matters where your data is stored’, and here we are given “Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” And the ‘silent’ setting is that they want to secure a chunk of Amazon business and that is fine. Yet, I already highlighted that their option was the Middle East (Riyadh and Dubai), they have billions in vested interests and EVROC could make a nice coin on the side for these two places alone. I mentioned that, but that was before the the massive bungle that a certain company (with the same first letter that MacDonalds has) made, so now EVROC has additional options to clear business thresholds. That does not take Google and IBM out of the race, but it does open the doors of business opportunity for Evroc, as it does for Amazon, but that is for later.

Amazon
And later is now, you see ARN also gave us ‘AWS hints at partner program changes for AI and partner engagement’ and their selling point could include ‘We do not go down for over 24 hours’ but that too requires an overhaul and testing for its operational stations and even as winter is coming to Europe (no dragons in sight), the setting changes a little. You see one company exposed its jugular and three other players are now out for blood and they will secure some of it. Not all, but it will hurt the other bungler their business. I did not mention Apple and IBM, they have their own settings and they are solid in what they offer, but there too is the warning that their operational settings better be tested immediately. You see a night shift with 2 extra workers might cost a company up to $300,000 a year more but that is earned with adding less than 10 small customers. That was the bungle, and some customers are charged a lot more than these two employees cost and when you realise that part you see the massive bungle I described a mere 17 hours ago. That was visible on many fronts and now others get to step in to make the damage to that one player worse. 

All this is a setting that could have been avoided by the simple application of checks and balances. Now does the stupid response ‘We lacked staff’ make sense, or better does it make sense how stupid the response was? I never bothered reading the report, it is a document to appease customers and shareholders and I am neither. Common sense told me what I needed to know and now that I am adding these elements I hope I satisfied the over enthusiastic fan that responded with “What do you think you know?” You see, then sarcasm backfires it becomes irony, so I hope that todays article was loaded with the irony he (or she) needed. The cloud field will not change too much, but one player will likely lose a lot more than they are comfortable with, but that is my personal view on the matter and I might be wrong, but in a stage where nearly every customer wants to cut corners on cost and staff, it is a pretty safe bet that I will be correct. That is all apart from the fact that places like Amazon and Google (and now EVROC too) are always seeking more revenue.

Here endeth the lesson, enjoy the day. If it gets too sunny, know how (and be able) to restart the cooling fan.

Leave a comment

Filed under Finance, IT, Science

The yoke is on Microsoft

Yup, this is a ‘create howls of deriving laughter’ on Microsoft, but not in the way you would expect it. So, this all started a few hours ago when I saw an unknown party called ARN  give us ‘Microsoft blames Aussie data centre outage on staff strength, failed automation’ (at https://www.arnnet.com.au/article/708608/microsoft-blames-aussie-data-centre-outage-staff-strength-failed-automation/) where we see “Microsoft has blamed staff strength and failed automation for a data centre outage in Australia that took place on August 30, disabling users from accessing Azure, Microsoft 365, and Power Platform services for over 24 hours.” And my (first) thought was ‘Is Microsoft really THAT stupid?’ You see, to see that thought you need to be aware of a few small issues. The first is “Microsoft confirmed Monday that it’s eliminating additional jobs, a week after the start of its 2024 fiscal year. The cuts are in addition to the downsizing announced in January that resulted in 10,000 layoffs. The software maker also disclosed a small number of cuts this time last year.” With the additional “US tech giant Microsoft has axed more Australian jobs after the company made major staffing cuts across the globe earlier in the year. About 50 Australian employees are believed to have lost their jobs this month, Nine newspaper the Australian Financial Review reports.” Now, job losses happen everywhere at this time and we get it. There are all kinds of issues and Microsoft is one of many shedding jobs. But to see ‘Microsoft has blamed staff strength’ after they shed 10,000 plus jobs is just the joke of the century. I get it, one job is not another job, but when you have shortages in a place that is riddled with ageism and wannabe hires (dynamic young people) whilst your operational settings are below par just doesn’t work for me. I see the same fake jobs from providers like Hays and they will not respond and often ignore you. That is the party to be for players like Microsoft and they now claim that there is no coverage does not hold any water with me.  So when ARN gives us ““Due to the size of the data centre campus, the staffing of the team at night was insufficient to restart the chillers in a timely manner. We have temporarily increased the team size from three to seven, until the underlying issues are better understood and appropriate mitigations can be put in place,” Microsoft wrote as part of the report.” I wonder if their cost cutting stages are merely a joke and what company would have trust in such a system when “Azure, Microsoft 365, and Power Platform services” were down or unreachable for over 24 hours. That point is clear, is it not?

Consider the simple math. How much traffic and how many companies rely on that data centre? How come that there are only 3 people at night? So consider “Microsoft said that the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” with the added “the staffing of the team at night was insufficient to restart the chillers in a timely manner” so do you think they royally screwed that part up? And in that setting how many data centres (all over the world) are understaffed? When the coolers cannot be manually started in these places, how much revenue will Microsoft miss out on, because these affected firms might optionally have a case to sue Microsoft for damages. No matter how that report phrases it, the lack of data centre labour (especially after they sacked well over 10,000 people) will not be met with a friendly judge and for Microsoft there is an additional danger. When third parties like Evroc start getting business from companies that once held Microsoft high in its banner, the walk-out might become a lot more severe and that could spell more bad news for Azure (something Amazon AWS will love) and there is a decent chance that some will optionally switch to Google or IBM. All losses for Microsoft who thought that keeping 3 people at night in a data centre was enough, all whilst THEY THEMSELVES give us “the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” and that is the stage all those using a Microsoft data centre face? It is my personal opinion that someone bungled the minimum staff at a data centre during the night and even as winter is now coming to the northern hemisphere. The southern hemisphere is going into summer. So what about the Data centres in Riyadh and the UAE? In Riyadh it is around 45 degrees Celsius and in Dubai it is only 3 degrees cooler. So what happens when they need a manual restart of the cooling units? All simple questions and we could say that Microsoft has that covered, but it seems that according to ARN they do not. A simple operational question: ‘What is the minimum required staff coverage at night in a worst case scenario?’ As far as I can tell (trusting the ARN article) they were not ready and the fact that they upped it by over 100% shows that Microsoft was simply clueless on this issue. Feel free to disagree and I expect you want to talk to the corporations that lot Office and Azure for over 24 hours, but I reckon that we will not get access to those names, and that is fair enough. But do the companies who had to go through this feel the same way? I doubt it.

Enjoy the warm Tuesday coming to you.

Leave a comment

Filed under Finance, IT, Science

The writing is on the floor

Yes, it is the case here, never mind what the walls say. I have made mention of this again and again. The US had a piss poor approach to their innovation lack. First they tried to make Huawei their bitch and accuse Huawei of all sorts of things, whilst setting a backstabbing approach to remove Huawei from revenue streams. They did this in the worst possible way and they did it without any corroborating evidence. Then we get the setting that the media is painting China as the big evil. Yet America is not held to any standards. This is an issue for me and for most people relying on evidence. As such the article ‘Xi Jinping meets Henry Kissinger as US seeks to defrost China ties’ (at https://www.bbc.com/news/world-asia-china-66106076) comes over as hollow. In this the BBC has its own share of issues here too. As such when we see ‘US needs Kissinger’s diplomatic wisdom’ I would state “How about some simple wisdom?” Today Al Jazeera gives us ‘Australia blocks acquisition of lithium mine by China-linked firm’. I am not commenting on the events because I know too little, yet it is again some event involving China. Now, there might be all kinds of circumstances that could show it to be a valid block, but the fact that this started in January implies that a block this late has other attached reasons too. The issue is that the media is adhering to the US needs to paint China negatively in many ways and there is only s much you can get away with. At present Huawei is rocking the telecom industry all over Asia, the Middle East and soon enough Africa and Europe too. That will increase and accelerate with the release of 5.5G years ahead of Nokia and others, as such China, Asia and the Middle East are about to get a huge advantage. I reckon that the United Arab Emirates are about to become a larger technology hub in the Middle East and this one will stretch wherever the STC (Saudi Telecommunication Company) reaches. I reckon that before the end of 2025 it will connect Asia, the Middle East, parts of Africa and southern Europe making it pretty much the largest telecom company around. That was what I tried to warn you all for, it opens up all kinds of doors and with the release of 5.5G, my IP now has a shining new setting. One that the US and EU cannot match. They do not have the IP, they have shown consistent cluelessness and even Google and Amazon could fall short here. So what do you think all that will cost these players in revenue? So when I see ‘US seeks to defrost China ties’ I merely laugh. This was a joke and a mistake that was years in the making, now that the events are coming to a close (as the Conversation gives us) with ‘China is playing the long game in the Pacific. Here’s why its efforts are beginning to pay off’ (at https://theconversation.com/china-is-playing-the-long-game-in-the-pacific-heres-why-its-efforts-are-beginning-to-pay-off-209960) where we are given “Other appointments suggest China is appointing higher-calibre diplomats to the region. These include Li Ming, the current ambassador to the Solomon Islands, and Xue Bing, the former ambassador to Papua New Guinea who now holds the challenging post of special envoy to the Horn of Africa. With experience in the region and good language skills, these diplomats have been more able to engage with Pacific communities than their predecessors, who largely focused on sending good news back to Beijing. More serious representatives suggest more serious intent.” A setting I never saw (because I was looking elsewhere) and when you add this all up it becomes a much larger issue (especially for America). There are unconfirmed rumours that Saudi Arabia will join BRICS in August. There is every chance that the UAE will either join at the same time or shortly after. Now with China and Saudi Arabia (STC) having a united telecom front with 5.5G years ahead of all the other players, the setting for global telecom will shine well before the end of 2023. I made mention that I had found something in the last two days and here it is. It is not merely what they are doing. Players like Amazon and Google have the option to create service centres in the UAE (Dubai or Abu Dhabi) most likely and ride that tidal wave, or whomever gets there first will have the option to take market share away from these two players. Huawei is ready to start there, but they cannot do it alone, the waves will be too high. Google is already there (I checked), but unless they get the infrastructure ready others will pass them by left and right and there is the option for billions. Whomever is there first will be able to set the score, not adhere to it and that setting will go from Shanghai in the east to Croatia in the west all whilst these networks will include China, Bangla Dash, Indonesia, India, Pakistan, UAE, Oman, Saudi Arabia, Egypt, from there it all goes into Europe via TAWAL. A setting no telecom company has had to THAT degree and what do we get from Washington? ‘US seeks to defrost China ties’ I think it is a bit late or that and it is about to get worse, especially if the 5.5G is launched in Q4. Those ready to upgrade will show the rest what a massive lag in streaming technology looks like. It is like watching Wall Street people deal in stocks whilst having a system that is 3-4 milliseconds slower than the other system and it takes less than 50 trades to see a decent profit be reduced to a massive loss. I haven’t even taken the lack of labour force in the US at present, which makes their $42 billion overhaul plan an Edsel to say the least. All this was visible several days ago, but go right ahead, consider that China will defrost, they have been playing the long game and now that will turn into a near total victory. The setting I never clearly looked at was the pacific region, I saw the plans for Indonesia, but not the other parts and these are all about to come into focus. As I see it, by late 2024 Germany will chose solutions for their services and Huawei will have them, others do not. The moment that happens (I made mention of that before) France will adhere to the need of economic stability and that is where the EU either overturns the US directive, or be made (close to) obsolete. And all that happens whilst Tencent Technologies is about to launch a few products as well. My IP is in a different direction and I was (sort of) testing that premise beyond the Dubai Mall. I equally looked at the settings for the Mall of the Emirates, Nakheel Mall, tourist settings as well as the Real Estate setting which was a $20 billion market in the UAE (I did not initially know that), so I looked at my Canadian ‘solution’ to the UAE, and now we are vying for the big bucks (I am allowed to dream, am I not). Whatever YOU think, these elements are out in the open and some of them were out in the open since the first Covid lockdown (2020), so players like Amazon, Apple and Google had 3 years to wake up, as far as I can tell they never did.

So the writing was on the floor (the walls too) and these players were all watching the sky to see how their revenue streams were set up and doing. The media was full of it and with the shortage of people and pretty much dumping thousands of people, they had to look at the Middle East and see if these people would be willing to move to a new shore and that is where others will soon have a larger advantage. That I how I personally see it. 

You make your own conclusions, but take the time to go through all the sources, too many media is playing a catering game and they are not serving food. The day before the weekend is underway, enjoy it.

Leave a comment

Filed under Finance, Media, Politics, Science

He said what?

The BBC (at https://www.bbc.com/news/live/world-asia-65920024) gives us ‘Blinken and Xi had ‘robust conversation’ in Beijing’ and I had to take a look, if not only to see what they mean with ‘robust conversation’, that is an expression that could go in any direction and not all of them good. The BBC hands us:

He says he has been seeking to “disabuse” China of the notion the US is “seeking to economically contain them””, sorry this started a 5 minute intermezzo to get a hold of all the laughter I have. The US has been seeking to contain China since Huawei left Nokia and all others behind them in the 5G field, it is still going on, all whilst we have never ever been given CLEAR evidence that Huawei was doing anything negative. In that same timeline we have an Airman handing out classified information, a former president has more classified materials in his toilet than the CIA has in its archive and we have several other issues. That is before we look at Cisco and its issues (which was not intentional, I know). 

And even as several statements came from Strasbourg, the manner of speaking implies a clear American hand on the shoulder of the speaker. 

Then we get “Blinken reiterates that the US does not support Taiwan’s independence – stating it does not wish to change the status quo”,which is a harder issue. You see ‘The first agreement under the U.S.-Taiwan Initiative on 21st Century Trade was signed on June 1, 2023.’ Might be seen as a declaration towards support for its independence. And that is debatable, I get that. It seems to me that America hopes it will go good, but at the same time it is afraid to anger China too much, so I can see how this plays and this is NOT against America. It is to acknowledge that some diplomatic strains are strained as far as they can get. 

Then it is time for “Blinken says some parts of the talks were “constructive”, but adds there is “work to do” in other areas”, OK a diplomatic answer if ever there was one. But in there are missing parts and there is every chance that they are not for our eyes yet. The ties with Iran and Saudi Arabia are worrying America. The new petroleum refinery that they are building in China must be a cause for concern. You see, the refinery is large enough to hand a lot more oil to China and that is where it is most likely to go, a setting America does not find comforting. They are already losing out to a million barrels a day, but with that new refinery that reduction COULD (could being the operative word) be reduced three times over to minus 3 million barrels a day. This could collapse the American economy and create a third world nation called The United Stages of Anything. For Taiwan it is not such a good stage. I reckon that China has been dipping its toe in the water to see how America would react when Taiwan is added back to China and charges Taiwan for overdue book fees and that invoice is likely to be stellar. Now, this is not a given, but that is what I would have done (if I was Chinese). In all likelihood as the EU and the US are uniting with Ukraine against Russia, China sees an opportunity because America is too broke to stop anything and that leaves Taiwan separated, segregated and all alone. A setting China would like at present and with three optional supports for Taiwan too poor to do anything (US, EU and Japan) Taiwan might not have too many options left. I reckon that a similar conversation with Crown prince Mohammed bin Salman Al Saud took place almost a week ago. I reckon that at present China has all the answers it needs, but that is pure conjecture from my side. 

So as I see it, I wonder just how robust that conversation was, rejections by China does not make the conversation less robust, but that is about the only classification that conversation might have had overall. Am I wrong? Optionally yes, but the larger stage is catering to China, and with the ties with Saudi Arabia now stronger then anything, all whilst the ties with America are more and more dissolving leaves China in a much stronger position and as Saudi Arabia grows, so will the options for Huawei. It will not take long for the larger contracts with Egypt and Syria to start and when that happens, we get a triangle that covers part of Africa, towards Turkey all the way to India. It will not be overnight, but with the power core in Riyadh that setting would become one hell of a central chain for Huawei. And it is not a new setting, I saw this evolution come a little over three years ago. And with that infrastructure NEOM is not merely a small city, it will be a center piece of Saudi Arabia, uniting Africa to Saudi interests and they will all have that new Saudi news channel. It was a game well played and China is adhering to this not merely because it takes the wind out of the sails of America, it will diminish Europe in similar ways. Asia Times gave us in April ‘Huawei eyes Saudi Arabia as its regional hub’, I think it is only the beginning and it is a much larger partnership with China, who will have access to this and the Silk Road, which was never a secret. As such I wonder what expression they would replace ‘robust conversation’ with and very time that expression gets handed to us by the media, ask yourself. What did they mean with that? 

Another day, another step closer to next Friday.

Leave a comment

Filed under Finance, Media, Politics

The news I never saw coming

We all have this, we see events. We see impact and we see the fallout of choices. There are no real surprises. Yet Google surprised me a little. First they dump their Google Stadia and through that shed market share, all whilst there is a stage where they also denied themself to billions in revenue. This happens, there is no blame. There are a whole range of corporations who needed to adjust their mission statement, their party line. I get that (in the 90’s not that much). So I was taken by surprise when Al Arabiya gave us (at https://english.alarabiya.net/News/saudi-arabia/2023/06/15/Google-announces-training-for-Saudi-Arabia-gamers-MENA-Gaming-Summit-in-2023) with ‘Google announces MENA Gaming Summit in 2023, training for Saudi Arabia gamers’. So first they dump their Stadia and now they start training gamers? What will they use a PS5, or the Amazon Luna? So when we see “Last year, Saudi Arabia’s Crown Prince announced a plan to develop the country’s gaming and esports industry, aiming to create 39,000 jobs and boost GDP by $13.3 billion (50 billion riyals) by 2030.” I merely go ‘meh’, they turned me down when they stood to make billions in advance, optionally I would be representing 40% of that revenue in phase 1. I admit that my solution is not much for the Esports category, as such I am not a solution, but indirectly they could be fuelling all kinds of business and the revenue adds up. Still this is not about me, it is about Google. Their training manuals are pretty sic and as such that choice makes sense, yet under what guise are they restarting a gaming initiative after dumping their console? It is not the weirdest question to ask.

And it is also there that some parts are starting to make sense. With “Gaming experts and partners from Google will run training programs for over 250 university students across Ahsa, Abha, Dammam, Jeddah, and Riyadh from September 2023 with the Ministry of Communications and Information Technology’s Centre of Digital Entrepreneurship (CODE). The program is expected to cover entrepreneurship strategies, gaming career opportunities, monetisation through Google Ads solutions such as PerformanceMax and AdMob, distribution best practices on Google’s app store Play, storage solution Cloud and video streaming platform YouTube.” It seems to me that the gaming side is merely a sidetrack. The real deal is seen with “monetisation through Google Ads solutions such as PerformanceMax and AdMob, distribution best practices on Google’s app store Play, storage solution Cloud and video streaming platform YouTube” as I see it, this is about advertisement money at ANY expense. How lovely from Google. At present we see the funny money hype through gaming as an advertisement handle. How to maximise on that, which is not the same as gaming. It is at times actually the opposite of it. 

And with “YouTube will offer a workshop at the Saudi Esports Federation’s Gamers8 conference for 50 Saudi-based creators and Esports players focusing on gaming content and channel optimisation, audience development and engagement with the gaming community on YouTube.” I reckon that before long it will become about advertisements pushing through engaging with gamers. I could be wrong, but that is how I am seeing it at present. There is one part I find deceptive, but I could be wrong. With “Saudi Arabia is home to over 22.3 million gaming enthusiasts, many of whom can be equipped to turn their passion or hobby into a full-time career.” I am wondering what the endgame is. You see, Saudi Arabia has 32.1 million people. This statement gives us that 69% of Saudi Arabia is a gamer. That is an uncanny large population. And then we get to ‘many of whom can be equipped to turn their passion or hobby into a full-time career’, I cannot say that this is false, because I have no data whatsoever giving evidence that the statement is correct or false, yet the statement that the larger setting of 69% can be equiped to be professional players implies that there is a massive need for hardware. Perhaps that is true, but it also opens up other dangers for Saudi Arabia. An average gamer and his PC sets the need for an 850 Watt power supply. Now consider that half of that, roughly 15 million will suddenly require 850 Watt for the PC and then we get the monitor and other devices. That is one hell of a power drain. The KSA would need to consider the larger need of 2 nuclear reactors commencing their building within 60 days and there is every chance that if the Google numbers are right, they will come up short long before these rectors are completed. These puppies take 5 years, they can rely on gas or oil reactors for power, but that puts whatever environmental needs they had going on the draft of failure. All that and the largest setting is not even being met. That level of gamer additions and the rest of the nation will face labour shortages, but that is merely me trying to be realistic.

So is there something? Well yes, this does not come out of someones imagination, but I have some question around the numbers and that is merely before we consider another side. You see Statista released in April “Nine out of ten adults in the UAE play video games, and 90% of respondents in a Global Consumer Survey by Statista considered themselves gamers, with 23% identifying themselves as frequent players, meaning they play at least 11 hours per week. In 2023, the UAE’s gaming market is projected to reach over 306 million USD.” As such is the reaction of the KSA regarding what the UAE is giving us and is Google merely the facilitator? I get the 90% bit, I consider myself a gamer, but that is not my professional setting (it was not possible to be a professional gamer when I was young), so they have other professions as it will be in the KSA, yet to be a professional esports person, making it your full time career requires other elements and when you consider these parts the numbers do not add up, not in the frontal version and not in the aftercare (power needs). 

In the end, we will have to wait to see what the MENA Gaming Summit in 2023 actually ends up being. We will see, it will be soon enough.

Enjoy the weekend now starting near you.

Leave a comment

Filed under Finance, Gaming, IT, Media, Science

From bad to worse

This happens, things are not great and at that point someone states ‘watch this’ and opens the floodgates of disaster. This happened in part when Governor DeSantis decided to ‘douse the mouse’ an intensely stupid action if ever there was one. And now the CBC gives us (at https://www.cbc.ca/news/world/florida-travel-warnings-naacp-lgbtq-1.6850920) the simple headline ‘NAACP among civil rights groups warning tourists about Florida in wake of ‘hostile’ laws’. For those not aware, the NAACP (National Association for the Advancement of Coloured People) has set out a travel warning (at https://naacp.org/articles/naacp-issues-travel-advisory-florida) there we see “Florida is openly hostile toward African Americans, people of colour and LGBTQ+ individuals. Before traveling to Florida, please understand that the state of Florida devalues and marginalises the contributions of, and the challenges faced by African Americans and other communities of colour.” As such the one state that relies on its annual tourism revenue (2021) gives us “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs” that comes with “According to the Office of Economic and Demographic Research, for every $1 the state invests in VISIT FLORIDA, $3.27 in state tax revenue is generated”, if only 10% is lost, how much damage will Florida endure as this governor is vying for the seat of presidency and does this on a national level? In addition to what I wrote over the last week, we will see national revenues dwindle down with DeSantis in control of whatever get gets control of. It is even less interesting for the Republican Party as they are enduring two losers in their ranks in power in a decade and it could be a lot worse. And they are in turn empowering China and enabling Saudi Arabia in their own ways. Because in that setting there could be a massive push to grow a sort of Disney world in the United Arab Emirates, but founded much more on the Arabian nights and all kinds of Middle Eastern fairy tales. A setting that is not make believe. The existence of the Boulevard Riyadh City is evidence enough that a theme park a blended theme park could push tourism and revenue in the UAE to a decent amount and no matter how hetero sexual that cluster is, the actions by DeSantis is making them uneasy. The hostilities and the ‘Karen’s of America’ are making the people unwilling to visit the US, unwilling to chance disruptive activities and they are seeking it somewhere else and yes Disney-world Paris would be their first choice, but that place will fill up fast and too many people is a negative impact as well. No matter how we see it, to book for tickets for a place that is too often at 110% is no easy choice. The UAE already has the Dubai mall and from there growth becomes easier (not to mention the Ferrari park in Abu Dhabi) and as such the UAE will have a few options all over the land. And when they consider that this could open a market for millions on Indonesians as well (and depriving the US of even more) they have choices to consider. 

So whatever DeSantis thought he was doing, he will have crushed the Florida economy being the first Floridan governor to do so and this economy after all the covid lockdowns was not that strong to begin with. Basically he becomes the straw that broke the Florida’s Panthers back.

So as one state goes from bad to worse, how many other states will suffer that level of income loss? 

Enjoy the first day towards the next weekend.

Leave a comment

Filed under Finance, Media, Politics

The bigger shift

The news that caught me today is (at https://dohanews.co/saudi-arabia-mulls-launch-of-english-news-channel-to-rival-al-jazeera-reports/) giving us ‘Saudi Arabia mulls launch of English news channel to rival Al Jazeera’. I actually originally got it from the Financial Times, but they are behind a paywall, so I cannot use them as a source. So Saudi Arabia is now considering an English News Channel. This changes things. First E-Sports, now sports (Messi And Ronaldo), Formula one and now we get “A Saudi state-backed media organisation is considering the development of an international English-language news station, seen as an effort to counter Qatar’s flagship Al Jazeera network and boost the kingdom’s media influence”. I personally think that there is another reason. You see, if tourism develops in Saudi Arabia, the need for an English Channel rises and it’s need will rise exponentially. It also allows to dig into advertisement funds that have been denied them for decades. You see, the advertiser goes to where the people and the money is. The money is already in Saudi Arabia, but soon so will be the people. The stages of sports will allow Saudi Arabia exclusive news channelling and that leads to more revenue and more visibility. Even as we are given “The Saudi Research and Media Group reportedly approached media consultancies to assess the viability and scope of the endeavour, according to a number of people familiar with the project, the Financial Times reported. They said it will be the second-largest English-language broadcaster in the Arab world, after Al Jazeera English, although the preparations are still in the early stages.” And this is not all, there is another reason. As western media ‘embraced’ their Share holder, stake holder and advertiser approach to filtering information. They lost credibility and the audience. Most places no longer call it news, they refer to it as information entertainment (Fox anyone?) In addition to this, the west would finally get real information on Aramco (not filtered by Brent), on SAMI (not filtered by the pentagon) and sports. It would even propel interest into things like Camel racing, the Emirates Ice Hockey League and from that we could see the development of a Saudi Ice Hockey league. We know that they are still not a member of the International Ice Hockey Federation, but to see Saudi Arabia grow teams in Jeddah, Dammam and Riyadh, taking on the UAE teams from the Emirates Hockey League (EHL). We could see names like Abu Dhabi Scorpions, Abu Dhabi Storms, Al Ain Theebs, Dubai White Bears, Dubai Mighty Camels propel all over the western TV stations. 

If the west is embracing sports Saudi Arabia has the making to replace a whole collection of news channels that lost too much credibility. And it isn’t merely influence. As I personally see it the KSA lacks perception and awareness in the view of the non Arabian people and this could be a first step to open that door. Beyond that there are several markets where the KSA could set foot into and in this world in this current economic climate that will go a long way, what is important that the first steps are made setting the larger stage towards doing something and that is where it is at. Will it happen? This happening is a logical step after setting claims towards E-sports, Formula 1, Football and Ice hockey. Beyond that is the stage where the people will get first looks on the Line (that long building) and several other innovations coming towards us from Saudi Arabia. 

A bigger shift is underway and the US with their deceptive ‘entertainment’ like Fox and even CNN, they will have nothing to counter it. In the last 5 years they wasted too much credibility opening the door to other players and as I see it the KSA stands to add an audience of close to half a billion in the first 2 years, would you like to see the advertisement money on that pool? 

Enjoy the day before Friday.

Leave a comment

Filed under Finance, Media, sport

Presentations of what exactly?

That is where my mind is at today. This is not some setting of she said…she said. This is not one against the other, this is about what is real and what is mediated fake. There is a gap there that is as wide as the Grand Canyon, but the media is intent on making that gap seem like a little bump, something that can be discussed, even if they have made no headway in over two decades. 

To see this, we need to look at two sources. The first source is the Middle East monitor (at https://www.middleeastmonitor.com/20230408-cia-chief-visits-saudi-arabia-to-express-frustration-about-iran-rapprochement/

Source 1
Here we are given ‘CIA chief visits Saudi Arabia to express frustration about Iran rapprochement’ with the text “Burns told Saudi Crown Prince Mohammed bin Salman that the US felt “blindsided” by Riyadh’s rapprochement with Iran and Syria – Washington’s global rivals – according to the Wall Street Journal, citing sources familiar with the matter. It cited a US official who said Burns discussed cooperation on intelligence and counterterrorism with Saudi officials.

This is followed by my personal view

Bill Burns, in my personal view you achieved fuck all, in two decades Iran was able to push, your governments actions had no impact and over the last three years we saw Iran successfully smuggle weapons and gear to Houthi Terrorists. The media (with a little push) ignored the presentations of Colonel Turki Al-Maliki. Your organisation ignored facts, your organisation drowned voices and all for the good of the United States at the expense of everything. It is also a personal view that the CIA has been acting to achieve maximum destabilisation so that the USA had the big presentation to be the solution to everything Middle East based. How long did you think that you could continue that path?

I believe now and have always been of the mind that Saudi Arabia needs to do what is best for its country and its citizens. On a side note ‘rapprochement’ means “an establishment or resumption of harmonious relations”, which is presently not the case and might take some time to get to that level. So as we are given “The United States and Saudi Arabia for decades have cooperated closely on counter-terrorism and other intelligence matters” I have a few other issues, it is my personal belief that the US merely wants to know everything that they can (which makes sense) and they are doing it at the cost of everything and anyone. In this we can point at the case of the alleged thief and alleged traitor Saad bin Khalid Al Jabri. So how are they working together whilst Saad bin Khalid Al Jabri controls a CIA portfolio of a lot of money. So how close is the USA working with Saudi Arabia? It is merely a question, but the numbers are starting to add up and now that Saudi Arabia has decided to lower the oil deliveries by a million barrels, the US economy is starting to hurt really bad in America. It will not be visible for at least 60-90 days, but by the summer the US will be in deep waters and they need a solution, their inactions are going to be the cause of their own downfall. 

Source 2
The second source is Reuters (at https://www.reuters.com/world/cias-burns-reaffirmed-intelligence-cooperation-saudi-arabia-visit-us-official-2023-04-06/) where we see ‘CIA’s Burns reaffirmed intelligence cooperation on Saudi Arabia visit – US official’ we get to see here “The United States and Saudi Arabia for decades have cooperated closely on counterterrorism and other intelligence matters” the rest could be seen as bland bla bla. 

The US is now in a larger stage of being pushed out of the Middle East. I made references to this for at least a year, first failed strategies, then the failed actions regarding Yemen and now the economy will falter. The options for the US are now falling away faster and faster and they did it to themselves.

Saudi Arabia must do what is best for its nation and its citizens and the events we saw in the last 5 years give rise to the fact that the USA is no longer the best option. And whilst we lay blame (not me), consider the actions of the last 5 years including the UN essay writer. Consider what WAS real and what might have been, and we were given what might have been too often and now that China has been successfully courting Saudi Arabia other issues will come. Iran is considering a new stage where it cannot fight Saudi Arabia AND Israel. It is therefor in a stage to make islamic choices towards Saudi Arabia and that allows for Iran to focus on Israel. It does not sound good for Houthi terrorists, but that is life. And now the US will lose a lot more than they counted on and the damage is getting worse, a lot worse. Their arms industry is losing grounds to China, which implies that that well is drying up faster than a saucer of water in the Rub’ Al Khali. What happens next is anyones guess but as I personally see it, the US policies have failed and now they need to rectify largely or be cast out of the region, on the upside, the US can still cater to Tel Aviv and whatever space they have.

Leave a comment

Filed under Finance, Media, Military, Politics

The unplanned story

That happens to us all and there are any number of reasons. I thought I was done with the subject for now, that is until CB gave me ‘Nordstrom Canada will launch sales at its closing stores starting Tuesday’ (at https://www.cbc.ca/news/business/nordstrom-canada-liquidating-stores-1.6784540) about 11 hours ago. There was no surprise. I covered this in part in ‘It as one keyword’ (at https://lawlordtobe.com/2023/03/04/it-was-one-keyword/) and that story links to a few others. I casually captured the folly of Nordstrom but I left a few things out. You see, we can all agree if you have been working from a place of loss from day one, there is a weakness in your business model, but I do not think it was enough. Covid was too unexpected and the world reeled on it, but it was already to late as I saw it and even if my IP was accepted by the right people, for Nordstrom it was already too late, it would have merely given them a little more time, time they could not hand them a better result. Their business model and their prediction model was off by too much.

You see, to see this we need to look at a picture. The picture is below. 

As you see here, we see a mall and this time around it is not the Toronto Eaton Centre, this is the Hyat Mall in Riyadh and it show the same weakness, which is the problem for malls. Yet as I see it, the problem is a lot bigger for western malls (USA, UK, EU) they have the same touch, the tough of non identity. You can scream the name all you like, but these malls are all the same. Go to a mall anywhere in the US and you could not tell where you were from walking there. It was a formula that malls were based on and between 1990-2015 that made sense, but after Covid the world changed and that is where the problems starts for these malls, all 116,000 of them. Yet there is a solution and both Gucci and Tiffany is already tapping into that, but I reckon they are missing part of it and that is where Google, Samsung and Apple come in. I wonder if these two players figure out what I saw over 6 months ago and it is a juicy one. Optionally Elon Musk could use it to give more needs to his Pi Phone but in itself it is still an android solution. The image is based on identity and interaction. You see, that need is not effort, it is engagement. Market Research (at least a few of them) have seen that engagement is the metric that really matters and Augmented reality is the core of that and that is what is missing in malls. Lets be clear, for Nordstrom it is too late, the question becomes will malls change into retail graveyard places over the next 5-10 years or are they given a new lease on life and that matters. How much real estate is in 116,000 malls? When they die the local places will light up and I personally am a firm believer in ‘Support your local hooker’ which was an expression we used in the 70’s. 

So am I right because Gucci and Tiffany are tapping into that idea? No, I believe I am right because the nature of the beast (the consumer) has changed and is still changing. They are catching on that a new prerogative is required and AR gets them there. So when they are done with ageism and other forms of consumer categorisation, they will figure out that their predictive model is wrong on a few levels and that is where we see the larger stage change. I merely wonder if some of them will wake up in time. If not, I watch it all go to hell and when it does I can point to my previous articles and tell them “Told you so” and whatever excuse they have will not hold up, because I wrote it months ago and I wrote it in several stories over a span of about a year (perhaps a little longer). So when they wake up, I wonder if it is to the board directors who are fed up with the colour rd in their books, or the conveyancer trying to measure up the place for new usage. I can’t be to the smell of coffee, because it is too late for that and it will not be to me as Amazon, Apple and Google all decided they never needed me. Fine, whatever.

So when we complete the consideration of “In approving Dacks’ liquidation request, Chief Justice Geoffrey Morawetz agreed, saying Nordstrom is facing a “difficult time, but this process is unfolding in a very co-operative manner.”

At least I kept it out of the hands of Microsoft, not a bad stage to consider. Yet consider two final things. The first is Nordstroms liquidation actual liquidation or euthanasia? The second is, is Nordstrom alone? How many other places are on the brink of really bad times in the next 5 years? 

Have a great day.

3 Comments

Filed under Finance, Media, Science

Success of terrorism

That is the shout and plenty of you will not agree, I get that but lets look at the stage that we ourselves created. 25 years ago the Taliban was small, insignificant, just another wannabe party. Then Osama Bin Laden made a failed attempt on the US. The action was successful, the outcome less so. You see, he wanted the Twin towers to burn throughout the day and night. At night billions would see the twin towers burn and like torches illuminate New Yorkers, it would have been some sight. In one strike a demoralised America. The outcome was different, the towers collapsed and America got angry, really angry and you know what happened next. On May 2nd 2011 he was killed. One martyr and now the Taliban are in charge in Afghanistan. NATO and America lost. They got beat. The one word that got them there was ‘indecisiveness’, when they acted they did not. Actions I saw coming a mile away on 2005 onwards were ignored and the Taliban went largely asleep, only to awaken when America pulled out and within a week the Taliban had control of over 80% of all hardware, they took the country in less than a week. This you can look up, this is all there for the reading and now we are about to face the same setting again. The Taliban (via the Tehreek-e-Taliban-e-Pakistan) will do this again, now they are going for Pakistan. So what will be the epitaph of the west? “If only we acted” that is today’s lesson. The first part we get from ‘Pakistan mosque bombing survivors traumatised but undeterred’ (at https://www.aljazeera.com/news/2023/1/31/never-imagined-pakistans-blast-victims-mourned) we see all the grandstanding as we are told that “At least 100 people killed and more than 225 wounded in a suicide attack in the northwestern city of Peshawar” a mere 150 kilometres from Islamabad. We also get “The sheer scale of the human tragedy is unimaginable, This is no less than an attack on Pakistan.” We get this from Prime Minister Shehbaz Sharif and we get his answer, we really do. But the USA and NATO showed the Taliban the path to success the last time around, as such this time around the Tehreek-e-Taliban-e-Pakistan knows what to do. They are willing to fight 25 years to get the job done. And there is a clear setting. For whatever reason Pakistan has been left weaker through years of sanctions and other actions. Now that there is a path to success the 

Tehreek-e-Taliban-e-Pakistan are grabbing their options. So, as we also are given ‘What is behind the rising violent attacks in Pakistan?’ (At https://www.aljazeera.com/news/2023/2/2/what-is-behind-the-rising-attacks-in-pakistan) we need to realise that the quote “Pakistan decided to cooperate with the US when it invaded Afghanistan after the September 11, 2001 attacks. US forces targeted armed groups, including TTP, along the Pakistan-Afghan border for decades. Washington-Islamabad ties have remained cold since 2011, when al-Qaeda chief Osama bin Laden was killed by US forces in the Pakistani city of Abbottabad. The US accused Pakistan of sheltering the Taliban and al-Qaeda leaders.” And all that could be true, but the aftermath was not properly taken care of and now that these forces are reinvigorated in part by the success that the Taliban has by governing Afghanistan these two players are ready to tackle a much larger target. They are ready to take the war for governing to Pakistan, which will also have larger impacts in India as well. The Ukrainian situation merely works FOR the Tehreek-e-Taliban-e-Pakistan as both the US forces and NATO forces and their equipment is spread too thin all over the theatres of action. We see the news of actions intensifying in Al Jazeera but the other places do not mention it as much, it is not sexy enough. But I reckon that this changes when the Tehreek-e-Taliban-e-Pakistan makes one successful blast in Islamabad. That will wake people up, but depending on the damage there it might be too late. I reckon that if Pakistan is left without serious resources the Tehreek-e-Taliban-e-Pakistan has a decent chance of changing governments by 2030, perhaps in time to attend festivities in Riyadh, that is the jackpot for them and if you say, this is one event, you would be right, but the setting is that TTP spokesperson Mohammad Khurasani has been blamed for more than 100 attacks since walking out of a ceasefire with the Pakistani government last November. 100 attacks in three months. That shows that they have resources, equipment and a mindset to resolve the issue with that plenty of people willing to be a martyr. Pakistan is in serious troubles and we need to take heed, because Afghanistan was merely one nation. Pakistan is the 23rd-largest worldwide in terms of GDP based on purchasing power parity (PPP). According to a 2021 estimate, the country has a population of 227 million people (5th-largest worldwide). That is not merely a nation that is the jackpot price that the Taliban awaits getting. And make no mistake, this time around the indecisiveness of the USA and NATO will have a long lasting global impact. That is what we face. Feel free to check data, feel free to check the papers, but also realise that any new day of inactions merely helps the TTP (Pakistani Taliban) to get closer to THEIR goals and they are not YOUR goals. 

Enjoy the weekend!

Leave a comment

Filed under Law, Media, Military, Politics