Tag Archives: Riyadh

Those happy dreams

We all have them and I just had mine (not the one with Laura Vandervoort). The dream started with me attending some gameshow with Amazon bigwigs. I personally handed Phil Spencer a gold inlaid wooden spoon with the message that I try to keep my word. That morning Amazon with the Luna surpassed 75 million consoles (plus subscriptions) sold, Microsoft is now deal last in the gaming industry (nice achievement for the strongest console in the world), apparently big hardware isn’t everything. But the dream moved on, I was talking to His Excellency Ahmed Al-Khateeb, Minister of tourism for Saudi Arabia. 

I was explaining to him (and to myself) a new approach to customer service solutions and I called it the Complete Customer Service Solution System (C2S3 for short). The image is more for myself so I can recall it later. A complete system based on foundations of Nice CX One but with a massive difference, the organisations were no longer central here, they are still the centre or axial in it all, but the central setting becomes the tourist. A system no one ever considered (or off hand rejected), but in 2025-2030 the tourist, the customer needs to be the central hub in everything. Places like Saudi Arabia and the UAE need an evolved customer solution system because that is how they remain top player. The larger players (like Hilton and Marriott) will get on board fast, because they will see the benefit there, then the them parks and soon thereafter they all want to join such a system and in the cloud you can find a person fast. You see, the biggest drain on any vacation is time loss, people take it for granted, but what happens when one or two players throw that overboard and redo the whole thing? What happens when the total vacation has 0.1% logistics at best? You go through the mill in the Airport, at the hotel, at attractions, at resorts. So what if the airport is the start, but it is replicated to other places as soon as you go through gate one? What happens when you are in a new place and you do not get lost, because the tag you have tells you where you are and where you are supposed to go? Now consider that around the world, it is estimated that over one million young people are reported missing every year. Don’t be afraid, will over 95% is found within a day. Now consider this new system where a child is found within the hour, optionally quicker. The loss of stress in almost unimaginable. And it is not merely loss that is removed. It is that places will hand out badges with RFID, the RFID records your achievements and records what you have done, so the tourist will have a record on him that he can look at. 2 days of skiing, 12 slopes, they keep a progression record and a record of places. In Japan they have a booklet where you can stamp where you have been and every place has its own stamp. Now consider that digital record, connect that to a digital library and the tourist can make a small photo album with their own images and insert their digital records of places they have visited. They can make it anywhere in the world and it can remain private. A system where the foundation is Arrival and Departure, it does not matter where you go from there. You could visit as a family the Almasaa Cafe in Riyadh, wouldn’t it be nice to insert a digital sticker in your album when you were there with personal pictures? The list goes on and a system like that isn’t build overnight, but it has the merit that for once the tourist is the centrepiece of it all (some claim that, but it is their sales system). A setting where the customer solution is build and designed around the customer. In 43 years I have never seen such a system, have you? 

Now that Saudi Arabia and the United Arab Emirates are about to be the pole position players in tourism, such a system would solve several items. They would also imply that they are about to stay at the top position until others catch on, and after the SEC blunder I saw yesterday some players will be behind these two players for years to come. 

Just a thought, enjoy Friday in 24 hours.

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Who wrote what for whom?

That was the very first question in my mind when I read the article in the Foreign Policy called ‘How Saudi Arabia Could Use Its Leverage in Gaza’ (at https://foreignpolicy.com/2023/12/18/saudi-arabia-israel-gaza-mbs-leverage/) there are a few settings I had an issue with, so let’s go.

The first part is seen with “While some observers may be surprised by Hamas’s heinous Oct. 7 attacks and the eruption of a major war, others had long dreaded such an outbreak of violence. Due to the desperate desire of both Israel and the United States to see a normalisation deal with Saudi Arabia, the unresolved and simmering Palestinian issue was largely ignored.” Is that so? Several governments as well as the United Nations have been eager to ignore the events of October 7th. The United Nations took that vicious cowardly attack from all considerations, others merely painted over that event like it was an undesired breakfast. It was what set rage in the hearts of Israel. The word Hamas is mentioned in this brief twice, one you saw above. So that is the second setting in all this. We can understand and to some degree agree with “Saudi Foreign Minister Faisal bin Farhan is leading a diplomatic committee mandated by the Arab League and Organisation of Islamic Cooperation, to tour various international capitals and argue for an immediate cease-fire.” As an observer I understand that Saudi actions is driven by the need to protect Muslim lives, nothing wrong with that. Yet the biggest problem in all this remains Hamas, and as one source told me “until someone stops Hamas effing around, there is no stopping the IDF” a very valid argument from the other side and as I see it the largest issue is right there. Hamas must be stopped. They opened the door with 1,413+ kills, 8,745+ wounded and 248+ captured or abducted. The IDF hit back and in Gaza we are told the damage is 19,453+ killed, 52,286+ wounded and 7,000+ missing. The problem here is that Hamas is hiding in-between the civilians giving us a one sided reported issue. We see too little reporting on events like “the video, which has been replayed by dozens of news outlets, seems to confirm what Israel has long claimed that Hamas uses innocent Palestinians as barricades by installing their headquarters and arsenals beneath schools, hospitals and other public institutions in a vast complex of subterranean tunnels.” The Washington Post did not keep silent and for reference, the dozen news outlets should alert you. For reference, in America alone there are 204 counties in the United States with no news outlets. There are 1,562 counties with only one and a global total of ‘dozens’ mentions of that event? This should and needs to be a wake up call, especially when we collect the number of European news outlets as well, ‘dozens’ is an outrage and that is also part of the equation.

So now we get to “The Saudis are also using an overlooked diplomatic tool: silence. Their outright refusal of any political discussion before a cease-fire is also generating pressure by disallowing Israel a clear political horizon after the campaign. As the Saudi foreign minister said last month: “What future is there to talk about when Gaza is being destroyed.”” Here we can agree or disagree, but silence is a valid tool and Saudi Arabia is doing what it feels to be best for Muslim lives, no one can deny that, what does matters is that the west is equally in silence by gives no explanation on why it does so and ignoring the October 7th events does not happen. For reference Al Jazeera covered the October 7 events, many news outlets trivialised those events.

So when we are given “It does not want to allow itself to be politicised for Israeli political ends. In other words, the Saudi ruling elites want to avoid being “spun.”” I can accept and get behind that, because in any war there are at least two sides and they both want to spin to accentuate THEIR view. I can get behind that train of thought of not getting spun. 

Then we get to an actual truth that matters “Israel will never match the financial capacity of Saudi Arabia and other Gulf Cooperation Council (GCC) states. Its economy is struggling, and according to a recent report by the Bank of Israel, it is losing $600 million a week during this campaign. The Israeli central bank has also suggested that the war costs from 2023 to 2025 will amount to some $53 billion.” What is equally missing is that America as well as the EU neither have these funds. One source (allegedly Vanity Fair ;0) has stated that the Crown Prince of Saudi Arabia has spend well over $53B during dinner in the past, as such the KSA has the funds. 

As we add the one reality that should have been number one from the get go “Nowadays, nothing in Saudi Arabia is spent unless it is deemed to be serving the kingdom’s interest; “Saudi Arabia first” is the principle that Saudi’s foreign policy is based on.” I personally believe that this is the only stance that should matter to the KSA and that is the setting. Then we get to the real meat. The statement “The truth is that Saudi Arabia has always had a leading role in this conflict, but it preferred a leading-from-behind approach. This approach allowed it to use its diplomatic and symbolic weight without being on the political front line and potentially risking its strategic interests. The Saudi ruling elites came to the conclusion that they had mustered a great deal of political effort for a fruitless process and thus have never injected themselves into the intricacies of the Palestinian-Israeli final status negotiations.” Is a real deal. You see Americans want to talk about everything and produce nothing, members of the KSA merely want to achieve what is best for the KSA and according to Islam is best to Muslims, that is what is here and that is why the case of Hamas is a tough one. You see Hamas is all Muslim, it merely works towards selfish reasons and the events we see in Gaza shows that. The one truth no one is entertaining is how much better Palestinians are better off without Hamas. One example is Tawhid al-Jihad, so where was Hamas when these new players were unfolding all over the West Bank around 10 years ago?

As I personally see it there are several players and most of them serve self interests. In this KSA is perhaps the only one who does not. And as I see it all parties ned to realise that Hamas is the one selfish voice in there. The events regarding al-Shifa should be taken as clear evidence in this. With only a few exceptions nearly all civilised nations have agreed that Hospitals and schools are not to be considered military outlets, especially with all the civilians in place.  A reality too many news outlets are ignoring.

The article in Foreign Policy ends with “Before Riyadh steps up and shows greater assertiveness on this issue, the Saudi ruling elites need to see a clear political horizon and an improved structure to the peace process. At that point, they might use their considerable financial leverage to shape the outcome.” You see, my issue here is that this sounds like American policies on the Middle East, so who was the source? An American political player, a stakeholder, or something else? In my (oversimplified) view, the stance most governments needs to take is that the one self-serving player here is Hamas, they are the actual danger and the actual threat. This all started as Saudi relations with Israel were normalising and I personally believe that the message on wrecking that came from Qatar, It is either Ismail Haniyeh directly or someone in his office that pushed those buttons. But that is merely my view and what do I know? 

What matters is that one could argue that Hamas is openly acting against the needs for Saudi stabilising matters in the middle east, Israel was a first step and there is seemingly not much left of that now is there?

Enjoy today, I am now 65 minutes from Midweek.

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Dominoes

That is the game, well it is not THAT game exactly, but the expression should be noted with you all. When things go wrong (and at times that will happen) the events fall like domino stones. One starts the next and so on.

It is here that I found myself after seeing ‘Saudi Arabia Pumps Another $100M Into Aviation As It Targets 250 Destinations By 2030’ (at https://simpleflying.com/saudi-arabia-aviation-investment-december-2023/). You see, this is all connected to a much bigger frame. Gaming, the Line, the Cube, the winter sports and so on. They have put up and they have put up the better part of well over a trillion. But the customer care person in me (did that for well over two decades) is looking beyond the frame.

If there is one software company well versed in support and customer care than it is NICE CX software solutions. It is the most complete solution I have EVER seen and there is one hitch. It is Israeli. Now, that doesn’t make it a deal breaker, but it might require Saudi Arabia to make adjustments (like with any other software solution). It needs to become Arabic (it might already be) and it needs to cover several areas and there is a bigger hitch. It needs to survive and offer multiple settings towards deployment and customer service. 

So why now?
The simple setting is that something that big will need time and testing. Adherence to a larger station a well as a larger setting in more fields. Hotels, locations, trade shows, events, airports and so on, that list will not stop for some time and setting this up will take well over a year. Beyond that the creation of a book of ceremonies to capture even more, include even more will have certain settings. Settings for telephone, fax (some still rely on that), internet, CAPI, CATI, form scanning and collecting and verifying data is a much larger issue than most realise and now it is in one hand, in one organisation. I reckon before we get to that setting places like Aramco and SAMI will see additional benefits as well. And if goes well, a lot of it will be complete by 2028, with 2 years of testing before the larger corporations like Saudi Airlines and hotels are connected to that solution. 

Time is an awesome partner when you have this. When this is started in 2029 it will be too late and Saudi Arabia will be cleaning house and answering complaints for well over a year AFTER the solutions are deployed and in that case I always go with, being early is essential, especially with customer care issues. You can only make a first impression once. The rest becomes repair and catering to a howling mess of complaints and that never has ever gone well.

I am curious what could be done and when we get to connect these systems and see how we can serve the customer consider that any international visitor to the The Mukaab, that person flew there, that person is in a hotel and that person could be visiting Trojena as well. Three options to possibly fix something, or to make the visit of that person even more amazing and now multiply that by 100,000,000,000 visitors. Also consider that Riyadh Expo 2030 will be then. When you consider all this, is there any doubt that such a system will be required to keep events in line? There is a second issue. I doubt if Saudi Arabia ever faced events to this amount and to that amount of visitors ever before, but that could merely be me.

Enjoy the day, for most it is about to become Monday, I have completed that day already.

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Wandering thoughts

We all have them, and I am no different. As I was contemplating more sides to yesterday’s story. As I was thinking through new levels of intelligence (machine learning) on grouping impact of NPC characters I saw the article in the Khaleej Times (at https://www.khaleejtimes.com/travel/saudi-e-visa-demand-for-umrah-from-uae-soars-trips-start-from-dh600) where we see ‘Umrah demand in UAE soars; trips start at Dh600’ As such I wondered about a few things. You see, Saudi Arabia is busy increasing its tourism footprint. Then I learned that there is no train connection between Dubai and Riyadh. Consider these 1050 Km and tell me which tourist, religious or not wouldn’t consider doing that trip by train. From there we see two new options. The train from Riyadh to Mecca which does exist, as does the train ride from Riyadh to Medina. But the train trip from Medina to the Line does not yet exist. So now we have more than merely a religious trip. The Line – Medina – Riyadh and Dubai. A new way for tourists, Muslim and non-Muslims to see the nation of Saudi Arabia. People who can see that land without checking in and out of airports, see the lands of Saudi Arabia, its deserts and much more. A new tourist attraction if you will and a new way, one not blemished by western exploitation to see and learn about Islam. 

And even as these are mere thoughts, when we see “These budget-friendly packages start at just Dh600 per person and are not only economical but also convenient, as they are designed for travel by bus. DoJoin App is offering this 10-day package with travel by bus and is for residents who already possess the 1-year Umrah e-visa.” The small upgrade from $163 (Dh600) to Dh750-Dh999 might have the right appeal for a lot of people to take the train, optionally seeing Medina and the Line, two stops they might never have considered before, all whilst growing tourism in several directions. I reckon that I am not stating anything new, I feel certain that both the United Arab Emirates as well as the Kingdom of Saudi Arabia are working on this and with Saudi Arabia working on Hyperloop technology, we might see a lot more options in the coming years. I reckon that once Emaar and Virgin Hyperloop One (VHO) crunch the numbers, the line that comes after Riyadh – Jeddah will possibly include Medina and the Line giving Saudi Arabia, a new achievement and a worlds first. That will be the 3rd or 4th time they surpassed any expectation and that is another setting where we see that America as well as the European Union has politicised themselves out of the game. In 2019 we were given the quote “MEMBERS of the European Parliament spend £60 million of taxpayers’ cash on gravy train, plane and taxi services getting to and from work” and another source gave us ““This is not value for money and, as the second largest contributor to the EU gravy train we should get a grip on reality, pull the plug and pull out of the European Union” it is not the reason that I see is reason to disband the EU, but what is happening is that non-EU members are creating a real train ride that is very much value for money, whether it is the current train technology or the coming Hyperloop, others are showing that there is plenty value for money and that is weirdly enough one of the first things a tourist is looking for. Well over 90% of the population gets to spend their vacation money only once a year, so they try to make it count and there is plenty to see in Saudi Arabia (in the UAE too), even as too many media has been trivialising that for way too long.

Just my thought in the weekend, still 35 hours to go in this weekend, whatever will I think of next.

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Out of two issues

I am confronted with 2 issues. The first one passed my eyes a few days ago. It came from Arab News (at https://arab.news/946db) where we are given ‘Saudi authorities seize 3.8 million amphetamine tablets in Riyadh’. This is the second event in a year and my doubts are increasing. Not on the Saudi government. What drug dealer ships in one go enough tablets to make over 10% of a population an addict? Weirdly apart from having no knowledge in this, the little knowledge I have comes from a video game named Elite. There we could ‘smuggle’ decently safe 2% of the cargo as narcotics. As such you could ‘decently’ safe smuggle up to 500Kg in a 20 ton carbo haul. There is another matter. This is either done by a really stupid Saudi (with a lot more money than common sense) or this is something else. I personally belief that this is something else. We see the ‘market’ value, but the people with other interests will merely have the manufacturing costs as an expense. 

You see, if this was a real exercise, it would have made sense to merely smuggle 0.1% of that haul per shipping and it would most likely go right, as such I personally feel that these people were always going to get caught, especially in a nation like Saudi Arabia, a nation with zero tolerance towards narcotics. 

Then the quote “Eleven defendants involved in these activities were arrested. They include seven residents of Syrian nationality, one resident of Nepalese nationality, and three citizens in Makkah, Riyadh, Qassim, Hail and Al-Jawf.” My personal belief is that a government hostile to Saudi Arabia is trying to make Saudi Arabia look bad. This might account for the 7 Syrians and one Nepalese. At that point I wonder how the remaining three were EXACTLY involved. Consider that this is a highly volatile situation. Would YOU trust foreigners to make you run such a risk on you? This is not about foreigners, but lets face it, Saudi’s are for all the right reasons not the most trusting in the world and I expect that the Nepalese person might not be Islamic. Too many red flags are going up and I cannot shake them. 

I wonder what deep investigations with something like Palantir Gotham (if it is still called that) would uncover. My thoughts go towards the manufacturer, 3.8 million tablets is (according to some) set to a manufacturing cost of $3 per tablet. So someone handed over $12 million with a 99% certainty to get caught. It does not make sense, $12,000,000 leaves a trail. There is close to no way that it remains invisible, as such Palantir Gotham is one solution to get somewhere. The reason for thinking in this direction is that this is the second catch within a year. Someone has too much money and someone else acquired a lot of money, way more than some hauls. The largest bust in America was a year ago and involved a little over 650,000 pills. That in a nation with over 300,000,000 people makes ‘sense’, still it was a lot, so to see over 600% in a nation with only 10% of that population makes absolutely no sense at all to me. So, I am in a setting where I believe that someone is out there making Saudi Arabia look bad. I have no idea who, or why. My blinkers make me think the only direct (former) enemy is Iran, but that has no foundation in evidence of any kind, merely a gut feeling. But someone was willing to spend well over 10 million twice over to get that done, it is more than I will ever make in a lifetime (unless Amazon, Kingdom Holdings or Tencent Technologies buys my IP). And all this is based on the purity being average, if these pills were more pure, the price tag changes a lot. 

Enjoy the day before Halloween.

 

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As the belt tightens

We have seen the expression, but did we consider the impact against the long game? Today two articles passed me by. The first one comes from Arab News (at https://www.arabnews.com/node/2380901/saudi-arabia) where we see ‘Saudi Arabia granted China’s Approved Destination Status’ with the added “Saudi Arabia was officially granted Approved Destination Status by China on Tuesday, allowing Chinese citizens to travel to the Kingdom on group tours, the Saudi Press Agency reported.” You might think ‘So what?’ and that is fine. Yet consider that Chinese tourists “made 155 million outbound trips, and spent a cumulative $245 billion on outbound tourism”, now this is on their global trips. Yet 5 years ago Saudi Arabia was not even a blip on the tourism radar. So, now we see the setting where it might start at a mere 10%, but this could grow a lot further. Consider that tourism suffers a $24,500,000,000 reduced income. That puts several players in hot water. Some are still recuperating from the Covid issue. Some will drown. Then we get the impact of lessened tourism all over Europe. I reckon that London will have no trouble, as does Paris. Yet several locations will feel that impact, as will some places in the US and in light of the BRICS setting, certain group travel organisations in China will undoubtedly promote Saudi Arabia as the destination to go to in 2024 and 2025. I reckon (pure speculation) that the rest of the world will lose at least 20% in the first two years and if you read up on some of the media, that is not good news. The second article comes from design boom (at https://www.designboom.com/architecture/marriott-first-w-hotel-saudi-arabia-neom-trojena-09-26-2023/). There we see ‘Marriott’s first W hotel in Saudi Arabia to debut within NEOM trojena’s futuristic ski resort’ that implies that larger players see this as the new tourist place and they want in. So consider that this happens 5 years in advance. The setting gives us the idea that this will not be a small hotel, or a simple cheap one. Saudi Arabia is setting its goals on being the hub for a lot of places and reasons and now tourism is added to their arsenal. You still think I was wrong all those years? As things go, when this gets off the ground, we see a new setting where Saudi Arabia is a possible contender for the Winter Olympics in 2040, I do not think they will have won over enough hearts for 2036, but 2040 is a decent time when the winter olympics could come to Saudi Arabia. The one place where the Winter Olympics would never have gotten to is now the place where it might end. As such how much more revenue is lost by all others? The long play is seemingly panning out perfectly for Saudi Arabia. 

Could I be wrong?
Of course I could, but consider the players vying to get in there, consider the timeline that Saudi Arabia so far has maintained and consider the losses that the US and the EU have had in the last two years alone and the losses they stand to get slapped with over the next three years. When you add it all up it implies that the EU and US will have to tighten the belt by a lot merely to get by and that is before you realise that the US will have budget problems nearly every year for the next 5 years, from that point it will continue on a non-stop trip from bad to worse year after year. We have been given the following quote for some time now “The kingdom’s Vision 2030 goals include enhancing the Saudi private sector to create a vibrant society, establishing a thriving economy via diversification, and investing in ways to position Saudi Arabia for global trade and competition.” And that is exactly what is happening in many fields including tourism. Before you listen to the other people making claims that it is a small hiccup at best. Consider your OWN position. How many holidays have you had? How many trips could you afford? For a lot of us once a year is as good as it gets and that is the same for China, as such a large group will sign up for a Saudi Trip, of that I have no doubt and in that stage as billions go towards Saudi Arabia, they will not go to either Europe or America. I reckon that the moment Saudi Arabia starts its own version of Las Vegas the tourism pain will set in in America and the revenue streams go down even furthers. And that is before you consider that there is every chance that  China will offer a group setting for the Saudi options and add 1-2 days in Dubai as well. I reckon that over the next 3 years that belt will tighten more and more and it will end plenty of businesses all over the US and Europe. I reckon that Australia will feel that pinch too. We are given “Chinese tourists spent $12.4 billion while in Australia. 677,000 visitors came to Australia for holiday purposes.” It might be a mere 10%, but that already means that Australia will miss out on well over a billion in revenue. So how many in places like Sydney will feel the pinch then? Sydney might be decently safe, but a speculated loss of 10% (if it is that small) will impact Australian lives all over the place.

Enjoy the day and consider where you were going next year for the holidays. 

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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.

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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.

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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.

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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.

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