Tag Archives: Saas

January 4, 2025 · 15:51

A changed setting

That is where I found myself a few days ago. The realisation that things weren’t what they were supposed to be. Now, it is not really new. Settings change, but for the most it is up to the makers to herald a certain stage of doing business. This is a strange telling, because I believe in the Robocop setting that Kurtwood Smith handed to us “Good business is where you find it” and for the most I believe this is true. The stage was handed to us by Satya Nadella when on December 26th 2024 he gave us “the era of SaaS as we know it is coming to an end, giving way to integrated platforms where AI becomes the central driver. This transformation is poised to disrupt traditional tools and workflows, paving the way for a new generation of applications.” Not only do I not believe him at present. He is paving the way for people to set doubt in a place and push them all towards Azura (i’ll get to this later). Still, this is a weird statement from Microsoft when we got on July 22nd 2024 ‘Microsoft joins forces with Austrade to help its Australian SaaS partners go global’ (at https://news.microsoft.com/en-au/features/microsoft-joins-forces-with-austrade-to-help-its-australian-saas-partners-go-global/), seems like a strange setting. And with the statement “Microsoft has today announced a new program in collaboration with the Australian Trade and Investment Commission (Austrade) to help local partners that offer software-as-a-service (SaaS) solutions accelerate their international growth” It almost sounds like the Asian joke “Two Wongs don’t make a Write” (or something like that). 

You see, as I personally see it, Microsoft is in trouble. It hatched its eggs too widely and too many of them are not paying off. There is only so many losses you can book and not take a massive hit. And as long as people are ‘dependent’ on Microsoft Nadella can sing whatever he wants. And that is where the shoe becomes a tight fit (and not in a good way). There is a cluster of people reposting and optionally with their ‘own’ insights as why it is such a stellar move. But there are issues.  You see, the first is that SaaS is a good solution for a lot of people, but as the Indian indie developers are gaining in that field Microsoft needs to haul exceedingly into another field where it is just them and their ‘agents’. And Microsoft will get a percentage for EVERY deployment we face.

The second setting is that SaaS goes together with IaaS and PaaS, but with the Microsoft setup all PaaS becomes Azure. It was the Microsoft solution to get from the statement “It is very possible to link single service of IaaS, PaaS and SaaS on 3 different cloud providers.” We got this answer three years ago and that never worked for Microsoft. You see, Microsoft wants it all. They failed too many times (in several fields). The need it all to survive and if enough are connected Microsoft (as I see it) prevents collapse. As I see it the AWS (Amazon) and the Oracle’s Platform as a service are vastly superior to Microsoft. As such Microsoft is dwindled down to size and they do not like it. I also think that Googles PaaS service is better than. Microsoft, but that is a more personal view then evidence driven. As such Microsoft needs to change speed and I reckon that the impending death proclamation of Software as a Service was Microsoft’s way to go and that is what Satya Nadella went with. The issue in this is an additional stage. In the 5 days of Christmas it is all that LinkedIn went with. I was torpedoed with these ‘news casts’ and opinionated settings from hundreds of sources (not only on LinkedIn) and these millennial sales screw ups all wanted a piece of that pie. They want it all whilst the getting was good and it is Christmas, wasn’t it? 

It is at this point when I wonder what Huawei has in store with their cloud solutions. It is the media appeasement of Microsoft that I wonder what the ‘enemy’ will bring us and that is where the setting stalls. The attack on our senses is almost infinite and some are deciding where we are able to (or allowed) to look. And we are all in the setting that we want to know where we can go and places like LinkedIn will not give us the full news making them propaganda channels for people like Microsoft. So when will we get the real deal of how to avoid Microsoft? I wonder what Oracle and/or AWS will bring to the table, them and Google would make a good replacement for Microsoft. But will we see that given to us, or is the influencer scene of Microsoft drowning it all out?

I cannot say for sure because the others are seemingly staying silent. Have a great day you all.

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January 19, 2024 · 20:19

The other colour

That is what is ended up being. It started with the thoughts of ‘Pink is the colour of ignorance’, a story that might still make it, but I want to add more evidence. The Guardian had a good start, but it is more than that and I need to tag it. The other colour is green, the colour of dollars. Reuters give us some parts of it, but my mind is asking questions. Questions aren’t voiced by the media at present. As such we start with Reuters (at https://www.reuters.com/technology/google-invest-1-billion-uk-data-centre-2024-01-18/) where we are given ‘Google to invest $1 billion in UK data centre’ and this comes with the added text “It also comes weeks after Microsoft unveiled plans to pump 2.5 billion pounds ($3.2 billion) into Britain over three years, including in growing its data centre capacity, to underpin future AI services.” The math doesn’t work, especially now. You see UK pushed away from the EU and all this sets a weird station. I know that any data centre costs money and I have no idea how much. One argument is that a data center of the size that Facebook or Google might use would cost from $250 million to $500 million, so why is Google spending twice that and why is Microsoft spending 250% more than that? Now the twice I could get. Operational cost, rising energy costs and when you add that up you might get to 750 million and that is only 250 million away from the leap that Google is stating. 

Sp when you look at that setting we see two bulls fighting for the same population (Google and Microstupid) but the larger question becomes is why? Why spend that much to cater to 68 million people in the United Kingdom. It is not just services, it is data and data collection. To what degree is anyones guess, but wonder why Microsoft would spend $2,500,000,000 to service 68 million people. I am wondering who is buttering the sandwich of whom. I tend to distrust Microsoft, there have been too many issues and they have lost too many battles. Is this desperation? 

The open field
The questions in the open field is not the UK, you see if these two are there they are already growing in the Middle East or they are about to. You see, these investments make sense in the UAE with 9.5 million and Saudi Arabia with 36 million. Apart from their populations both these players will have exploding infrastructure needs (The Kingdom of Saudi Arabia more than the UAE), but the UAE is on a steep incline of services and services needs and I showed that in a few articles last week. The UK has none of that at present. More importantly the EU has also needs but not to these degrees and the UK facilities will have projected limitations as one might guess. So what gives? As for Future AI services. AI does not yet exist and the Machine Learning solutions are all massively dependent on data, something Microsoft is still short of. As I ponder more sides to this, I see more issues and also Huawei now has a data center in Abu Dhabi, giving them a much larger advantage in a place where cash is still king, or better stated cash has a more robust voice, more than the UK can muster at any given time before January 2026. 

As such there are issues and even as none of this is on Reuters (important to know), the setting is that the lack of visibility in several directions make me wonder where these two are going. No matter how good we think of Google (I still do) they both need data, Google to remain top dog and Microsoft to not be as irrelevant as they made themselves to be. 

Sides no one is looking at and I merely wonder why. Are they in a flim flam spin by Microsoft marketing? Do too many believe the shallowness of Microsoft presentations? Your guess is as good as mine, but when you start digging into actual sources that remain true non-biassed the math does not add up. At least for me it does not and I am not economist or econometrical engineer. Data is its own currency, the problem is that when it is the only currency remaining those who have it get access to everything, the rest do not.

Just a thought, enjoy your Friday.

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January 10, 2024 · 01:24

The other way contemplation

We do that sometimes. However, we do not do it enough and I am no exception. You see I have been looking into tourism and other hospitality data for the Kingdom of Saudi Arabia and the United Arab Emirates. It pushed me to suddenly set the whole kit and caboodle in a topsy turvy setting. Not because I wanted to, but because it started to make sense that way. The more I saw internationally the more it made sense to turn it around.

In this there are a few players NICE was in pole position, but HAMAS pretty much made that a no-go. So that left the larger players like Alvaria and Avaya and none of them are ready and they need to get ready now.

Why now?
Dubai international airport will become the largest player on the planet this year. This means that to a larger degree hotels, convention centres and attractions also need to get ready. You only get one chance to make a first impression and so far these two players have done well. 

Yet I believe (unsupported by facts) that these two players took a page from American books and that makes them sales organisations. The changing setting over the next 10 years require them to be service minded and take a much larger page from the DISC system requiring a much higher page from the settings of integrity and stability. Support, contact centres and call centres depend on these two settings. I reckon that within 5 years too many American firms will have larger issues and staff issues is not the first on my mind. As such players like Alvaria and Avaya need to invest in setting their support systems in the UAE (Abu Dhabi makes the most sense when it comes to cost) but when it is working they will also need a station in Riyadh. 

Why?
We see the line, NEOM and Mukaab in Saudi Arabia. We see the growth of Dubai and both are about to boil over on tourists and that requires a massive call centre. Now, if it was merely one there wouldn’t be a big issue. Yet the station of all this is changing and I reckon that software development will change too. As such, how many native Arabic systems do you know? I reckon none, they would be niche and very rare. Yet the larger station for tourism becomes Egypt, Saudi Arabia and United Arab Emirates and now that setting starts making sense. A Arabic first setting with English (and others like German, French and Italian) as a second language. That is not easily done and as such you need development in one of these places (starting in the UAE makes more sense). Beyond that it would still be some version of C with Java but set to Arabic settings. You will all cry foul and American developers will rely on BS shouts but the setting through BRICS in the middle east is changing and having a call centre in India will not cut it. Lets put it in another way. When you are risking millions (a lot of them) do you really want to rely on an Indian call centre with optional hardware and communication issues? 

There needs to be a presence there and so far none of them are catching on (I checked their career pages).  And when we get to 2027 and people are starting to figure out that more needed to be done there they are too late, the early work gets the business.

What’s in play?
The Line will host to 9,000,000 people (when it is complete), Sindalah is expected to have 2400 visitors a day by 2028 and Trojena for which $500,000,000,000 is reserved. That list of projects goes on for some time. Then there is the Mukaab that will house 7,000,000 people doubling the population of Riyadh. When you combine these there will be a massive shift towards service oriented solutions. And as far as I can tell at present only NICE was close to ready for that. That was before UAE with the largest airport on the planet came into play and their tourism is making strides requiring all kinds of service oriented solutions and they all better be talking to each other. When you consider all that a native Arabic solution starts making sense and even as EU and American players are in denial, their time is up and I reckon that the Chinese developers are already on that page (for other reasons) and it suddenly dawned on me that a native Arabic solution takes most of the hackers out of the equation. It might be C (or C#) and Java, but on an Arabic setting most of them won’t know what they are looking at and that is an additional security for the Arabic solution.

And when it is all added to a subtotal my view will start making sense. It is not out of the blue, I have been involved with customer care and customer support since 1988, I have seen so many systems and most of them were merely to serve sales and that time has gone. There is a reason it is called Software as a Service and not Software as a Sales-point. SaaS will be the future and predominantly as a cloud solution but there too we see differences and that is where the changes come systems will have to combine and transfer data as needed. So that a person from arriving airport to final destination home is never left out in the cold The more complete service solutions need to alter their behaviour. This goes beyond what we merely see now and KSA, UAE and Egypt would be first, but as this solution gets traction and speed the other players would want to get such a solution as well. The Marriott is merely a first stop. As the high end vacation goers will visit new places they will demand the service that the saw in the middle east and that is when the other systems collapse. They pushed these systems with additional servers additional seats but they forgot that these systems need interaction and their data settings were nowhere near ready for that. So you get people to do it (making AI claims) and watch it all come apart from almost the beginning. The Middle East is in a strong position to force creation of an Arabic solution and I reckon that there are enough millions connected to this to make the larger players jump. My vote would be for NICE, but HAMAS made that no longer an option. It is now up to the others to get ready or be passed by the player who did make that jump.

It is my view and feel free to disagree but the changes in tourism we already see happening are proving me right and when Mukaab and the Line are ready in 6-8 years they either have a solution that can take messages from 16 million people or watch the complaints section explode with messages on a near daily basis. 

Enjoy the day, it’s midweek here now.

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June 29, 2023 · 07:09

Doubt accelerated presumption

This happens, it happens to us all and now it is happening to me. You see my second or third IP (now my first) got a boost yesterday. The ascension number which was 0.0144% is now to be regarded as overly conservative as such its 1/x will merely increase by a lot. My chance to reel in the cash are actually a lot higher (or at least decently higher), but so far the real western fishes are seemingly or not interested and I get that. But now the stage is coming to a setting where others are picking up on where those billions are and I am not having it. As such the entire night I was contemplating taking my chance on waiting whether my ship comes in, or if I will offer it openly to Tencent Technologies. On this side of the pond, it is clear I get nothing. The greed driven people all want a free ride and they are willing to let me cop it. Tencent is an unknown and I have no idea how Chinese markets will react. So it is getting nothing on one side, or getting maybe something on the other side. There is no in between and I will not allow Microsoft near this. So I am about to learn the outcome towards something I said some time ago. Accept 165% of IP value from Microsoft (which will never happen) or accept 35% of IP value from the Saudi government. The Saudi government is no longer involved, but the equation stands. So I am about to find out whether I can correctly say ‘请喝一大杯咖啡’ (One large coffee please), or whether I see it all melt away. There are additional considerations. You see this is the beginning of the fleet. If China treats me wrongly, this will come out. If they do treat me correctly most of the western brainpower will consider a new venue for whatever IP they have. It could set in motion the largest exodus of brainpower the west has ever experienced. They think that firing thousands of people was their option, but when the people with the actual ideas also walk out you get chaos. To that I have close to zero doubts. And it will unlikely affect military stations, but consider all those firms and all these defence contractors relying on SaaS solutions, on all these Platforms as a Solution (PaaS), Infrastructure as a Solution (IaaS) and Solution as a Service (SaaS) not to mention Gaming as a Service (GaaS). So what do you think will happen when the actual bright people will sell and cash in on THEIR solutions before the wannabe board members are forcing a solution that meets their eyes? That is now in play and even as India is still a contender in many fields, the larger station is that now there is a genuine concern that the West (US and EU) will fall short here and that has people worried. As such I feel that I have given Amazon and Google enough time, they weren’t interested and that is on them and it is their right, but now I have a duty to make sure that I am getting what I am entitled to and give Tencent Technologies a call. 

I had hoped that Amazon would have bought it (for a few reasons) but now I need to consider where to go next and the article that a respectable news agency gave me reason me to think I am running out of time and I do not like running out of time. This gets me to a quote Frank Herbert gave us in Dune (1965) ‘He who destroys a thing, controls a thing’ And I think it is time how I feel about destroying a thing, which in this case amounts to my future. 

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April 1, 2023 · 18:54

Focal and blinders

We all face them at times, I am no different. The problem is when is what what. Let me be a little more clear, in my case Microsoft is an issue, as I personally see it, if they buy Blizzard, they will need $92,000,000 of profit a day just to break even with the purchase of 3 houses (Mojang, Bethesda and Blizzard), now this is not set correctly, they bought Mojang some time ago, as such the amount is a few million less, but it is not less by much. They already crashed Redfall PS5, which they are allowed to do. They are allowed to do whatever they need to with what they own. Yet, consider that the PS5 has well over 30,000,000 consoles in the field and they allegedly need $92 million a day, does the act make sense? So am I concentrating on a focal, or a blinder. Consider that a blinder lets you NOT see in a specific direction. We attribute all kinds of ‘evil’ towards Microsoft, are they blinders or are they seen as the result of a focal? That is actually a lot harder to answer than you think. When is one could also be the other.

As such I have been concentrating on my two IP projects. Project Graveyard and Project Cluster. Two very different software and hardware IP settings. They both fit the Amazon Luna and optionally whomever buys the Google Stadia, which is why Kingdom Holdings was on my radar. One will be a decent downfall for Microsoft the other no less, but also takes the steam out of Facebook, and as such Amazon was the logical path to take and not just merely logical, Amazon was about to get a whole new range of revenue because of it. Yet I try not to be smitten by either blinders or focal (no matter how much fun they are). As such I saw the appearance of Tencent on time and even as several players are willing to ignore Tencent, I cannot and I will not. Tencent has seemingly the ability to unite gamers. In addition it allows China to grow in one additional industry where Americans thought they would not exist and now Microsoft in particular will have a problem because of the required $92 million a day will become a nose grounded with an anchor around the neck of American economy. And there are plenty of nay sayer spinners on the internet. It is all Microsoft and they are all getting on top of things. So lets have a go at that list 

1. Microsoft would acquire Mandiant to solve their solarwinds issue
There was one news cycle and then suddenly it went dark, there was no more news. I raised it in ‘What we hope for’ on March 7th 2022 (at https://lawlordtobe.com/2022/03/07/what-we-hope-for/). It became part of Google and it is a Google solution now. After that Microsoft and cyber solutions went a little dark on the matter.

2. Microsoft had a new Tablet to WOW the world. No, it didn’t never got close to the Apple iPad and it got even less close to the iPad Air, two devices that were more able and had a larger following and it still does. It still has a lot more to offer, but the spinners came with the ‘with the keyboard it was a more complete laptop’. No, it was not and it will never be that more. I saw people howling with agony as they saw failure after failure on their Surface. I still see some people trying to spin that thing. A $1650 solution trying to win over a $500 iPad, all whilst Apple has the more versatile device.

3. Microsoft has the cloud solution, Azure. Smell it, it smells nice. Which is laughingly the biggest loser of them all. In clarity, Azure is not bad, it lacks and it has no business in gaming. Azure is the Microsoft solution and after 3 years it is nowhere near ready to take on the AWS (Amazon Cloud solution). Last month someone wrote (not me) “Azure is more costly. Azure is the finest alternative for a robust Platform-as-a-Service (PaaS) provider and even a Windows integration. If a company needs infrastructure-as-a-service (IaaS) or a wide range of tools, AWS may be the ideal option”, so where are the SAAS and GAAS comparisons? And when I look, there is always a hidden issue where the people are promoting THEIR solution, no matter whether it involves AWS or Azure (Google is falling behind too much). At the moment the marketshare of AWS is a lot larger and in some reports it seems like Google cloud and IBM cloud are underreported. What matters is that this is another field where Microsoft is not ahead. 

4. The Microsoft gaming console is the most powerful in the world. It might be true, but the weakest console of them all (Nintendo Switch) surpassed the Microsoft sales numbers by a lot and did it in half the time Microsoft with their X/S console were in the field. Even now, these numbers of X and S series consoles are aggregated, the loss is that defining. They are way behind  the PS5 with their X series console, but it is the most powerful in the world. In addition the PS5 has a whole range of next generation titles that goes into the dozen and the Microsoft console is lacking there, even after two years it is still lacking in Next generation titles. 

I will ignore issues 5,6 and 7. 4 fields where Microsoft will need to do a lot better and for years they were not able to do so. So where is that $92 million a day profit coming from? I cannot see it, can you? And that was merely to claw back the investments on gaming alone. Amazon is hungry and they are driving their AWS (and optionally their Amazon Luna too) making the pain for Microsoft larger. Apple has a firm grip on their devices and even as we might not like Apple, their devices are solid and Microsoft has no chance of driving a wedge there. And as I see it, they already lost the console war. In that environment Microsoft is bleeding revenue all over the field, their books are red with blood and red ink. And for their security I have not seen an alternative for Mandiant (owned by Google). So where are they now? When will we see another Solarwinds? It is not a given, but they lack in cyber security, so I fail to see how they will stop the next wave. 

And now the battle field changes further, Tencent is about to arrive, I merely wonder if that was one of the reasons why the E3 was cancelled (I honestly do not know). If Tencent arrives, it arrives with more options and more settings than the Microsoft console field will allow for, no matter how that plays out, it makes the Blizzard $65,000,000,000 a massive anchor around the neck of Microsoft and it will hurt them, no matter what ideas they have. Tencent has been funding a lot of Unreal engine 5 stuff, as such they could wow the gaming community and if they are going the direction I am speculating on, it will hurt both Microsoft and Amazon to a larger degree, in this the pain to Apple remains unknown, or it might be minor. And that is all before some figure out that Project Cluster will enable a lot more than anyone considered, it was meant for that, to be ready for national 5G implementations. How many of them did that off the bat and how many (implying Microsoft) stated “We will get to that when it is ready”, it is the short term focal point of a quarter by quarter BI person. In this none of them have a real long term focal point and that is why Tencent is a danger to them all, they are focussing on 2025 and 2026 (the year Microsoft allegedly collapses).

So is Microsoft my blinder? Is it my focal, or did I see the stage for what it was one that offers great options for some and not that much for others. They limited their abilities by hanging an additional $65,000,000,000 anchor around their necks. I am calling it as I saw it. Perhaps I am wrong, you tell me. I gave you the numbers and the works, you can do your own research.

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September 15, 2022 · 19:18

Aggregating in perpetuity

The mind at times makes a halt. I alerts its owner and gives him hell. This actually happened to me in the last two hours. You might have seen me going on on how some players were not paying attention. Over the last 24 hours I have ben watching this venue again, and my brain stopped me and went “Are you perfectly lame, dopey!” OK, I admit he used moron and a few other names (dopey is me going soft on me). 

You see, there is no chance in hell that this is the only thing they are missing. As such it was not merely me, they aren’t seeing a lot more, but what are they not seeing? We could consider where Google is looking at (nest solutions), we could watch where Amazon is focussing (Amazon shops) and we could offer that Apple is the new player, it is not. It merely looks where Apple is going, which makes sense to some degree. As such these players (as well as Facebook, Microsoft, SAP and a few other players) they are in some weird setting of returning to pre covid settings and as far as I can tell, they are missing a lot left, right and centre. 

So my mind gave a holler and went on a ‘Watch This!’ tour. That is where I have been the last to hours and suddenly the Middle East links make sense. Governments like the Kingdom of Saudi Arabia and a few others are now optionally in the market to extent where THEY can be, that was what my mind worked out in these news clippings in the last 24 hours. It also looked at the UAE and the interests of Sheikh Mohammed bin Rashid Al Maktoum. Now, be aware this is not a player to be taken lightly. He and Crown Prince Mohammed bin Salman Al Saud are no light players and they do not suffer fools, neither do the people in their inner circle. Yet if you make a good case, if you can support YOUR case with data and with facts, you could make a killing. These two players will pay for good ideas, so you are unlikely to get movement with the idea for a new potato peeler, but a setting to enhanced 5G applications and technology solutions that players like Google and Amazon might want, could find equal if not more eager potential in players like these two. Google and Amazon have gotten so used to people coming their way, the fact that these ideas go somewhere else could pay off, in my line it could mean a direct increase of $3,750,000 right off the bat, that more EACH MONTH by selecting another player that can afford your idea. I would like to add a word of caution. With these people you get one shot, thats it. Fumble then and you end with zilch, just a warning and it is up to you to adhere (or not) to those words of warning. I made my first move towards the Kingdom of Saudi Arabia, the UAE is in Melbourne, not in Sydney. So that idea is out, but where you are, the setting might be slightly different. And face it, there is no statistical chance in hell that the players we used to rely on ONLY missed where I was and what I found. So what else are they not seeing? That is your optional ticket to a new (less burdened) life. If it works you are welcome and you can buy  me a cold beer if you ever get the chance. Up to you, the information is given freely. And they are not the only ones. There is a top ten of Middle Eastern people who are multi billionaires and they are ALWAYS looking for the next pay off, so you might be barking up the wrong tree, you merely need to show and present a larger case and I gave you a few names yesterday. So go and see what you can make of tomorrow. My solution has three arms and an optional stage that goes beyond 50 million subscriptions. Can you equal it? I am not challenging you, I am asking you. You see there is Software as a service (SaaS), gaming as a service (GaaS), cybersecurity as a service (CSaaS), there is FinTech and a few other means and far as I can tell, players like Amazon, Apple, Dell, Facebook, Google, Microsoft, Netflix, SAP, and several other players are staring in the wide space and missing more and more niches and even more opportunities. A stage that is profitable for you. OK, I will admit that Facebook has an optional excuse, but when does company go soft on itself when $500,000,000 a month passes them by? You tell me, I have actually no idea. So what else are they not noticing and that might be the spark YOU need to make YOUR case and I am welcoming you to make these large blind players suffer a little more. And this is all before you realise that a few more players could be found in Canada, United Kingdom, Germany, China, India  and France. All players that would like a larger slice of whatever the tech players have and that was before the united onesies like Elon Musk come calling. It seems that there are a few more options for all of us, we used to rely on big-tech, but it seems to me that big-tech is broken. In named 8 players and you tell me who would openly ignore $500 million a month. We are looking in the wrong direction for our salvation and it is time we adjusted our views. I personally believe that Microsoft is lost, but the other 7 are in some unintended waiting area, now we can wait until they wake up, or we can offer it to other players and watch the panic when these 8 players suddenly realise that there are players NOW right behind them. I reckon that we can get a really good deal. Consider Netflix and see what happens when a player like CarryMinati extends its YouTube connection by adding whatever you have and adding 10-20 million connections. Google (YouTube) panicked too late when. TikTok came and now there I a contended first player. So what happens when half a dozen players suddenly become contenders in a field they were merely a top tier player? And they all have billionaires behind them hoping and seeking for more and we forgot about that part, at least I did, did you? So when my brain mentally bashed me and called me all things I prefer not to repeat here. My brain opened a door to other players. I was partially on board, but that was due to more factors, but now the playing field is wide open and players like Amazon and Google are now in the lower 5 choices. There are more than 5 more hungry for profit and there is the added profit, they are willing to concede to more whilst they grow their empire and you get a little larger slice, in my case that could amount to $45 million a year more, I’d buy that for a dollar (sorry, Robocop). So how much more could you make? And more important when the US sees that brain drain how large are the waves of panic that come then? 

I will let you work that out for your solution. For me? I am just fine at present, I merely need to wait (something I was never very good at).

Have a great Thursday!

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April 15, 2022 · 03:31

Abbreviations

We all see them, we all use them and we all think we use the same ones. Yet when we take a look at ‘Games as a Service (GaaS) Market to See Huge Growth by 2028 | Netflix, Microsoft, Sony’ (at https://www.digitaljournal.com/pr/games-as-a-service-gaas-market-to-see-huge-growth-by-2028-netflix-microsoft-sony) we see a decent story and it all seems to fit, yet when we see the list “The study includes market share analysis and profiles of players such as Blizzard Entertainment, RIOT, Netflix, Microsoft, Sony, Tencent, Activision Blizzard, Sega, Electronic Arts & Ubisoft” with the optional ‘attached sample PDF’ did you think you were getting the goods, or did you think you were catered to with “If you are a Games as a Service (GaaS) manufacturer” and at every turn you are seeing the mention of ‘digital journal’. So what gives? Well in the first instance this Games as a Service ploy is that, a ploy (for now) and it sets the largest upheave long before 2028. The largest settings will come to blow in 2024/2025. And the entire station of market share sets a longer approach. You see, there is still no way to see where Netflix is going at present. Their ‘stated’ indications are nice, but when you also hear sounds like “Research firm Ampere isn’t convinced that subscription services like Game Pass are taking over gaming.” We need to realise we are hearing merely one voice, and I get it, but it is the setting of what some call ‘dog eat dog’ that matters. Microsoft, Ubisoft, Netflix and EA will head for a fight, a fight for population and subscribers. Some have advantages, some have potential overzealous fans and some have merely hope. The issue is that these players will fight EACH OTHER for market share. And yes some of the mentioned players are all Microsoft, but that does not make Microsoft the larger player, it makes for a splintered one and in the end they all fight for ones self. Sony and Tencent have their own worries. They are both a lot stronger, but there is a station that polarisation will happen by 2025 and these two will have the numbers and the share. The second issue is not merely the setting here.

Consider the following names Games as a Service, Games as a System, Software as a Service, Systems as a Service, and all this before we consider Function as a Service (FaaS), Container as a Service (CaaS), and Platform as a Service (PaaS) and it is more than some ‘hyped’ and quick mention of names towards a category. The larger stage becomes when the players start mixing the terms to get the audience to ‘flip’ in space to be part of such a community. It sounds nice, but it is not, it merely makes the water muddy. Tencent and Sony are not part of this because they have a setup, they have the setup, the hardware and the population, more important they are not in each others way. You see Ubisoft is on its way out, that much has been visible for almost two years. When Ubisoft did not deliver on quality they were going for their GamePass approach and they are coming up short, now that they are all over Google Stadia, Amazon Luna and the consoles they are merely running a steeplechase of patch after patch and they are coming up short per game and per system and it is taking it toll. To get ahead of the game they need near flawless games. Three at the least and they need them before 2023 and that is not in the cards, so they are merely one bad release away from death. EA has its own following and it is a decent following, but their games have issues, larger issues, not deadly ones, but serious ones. The problems for EA is to manage service levels to a higher standard and they seem to come up short (for now), their largest issue is clear communication and to FOCUS on games, one at a time to make them all better, more stable and less ‘issue prone’ that part is hard but doable. If their board does not fold under pressure from the other dogs they could be in a good place by 2024. By that time EA and Microsoft will be contemplating what to do with Ubisoft, because it is too far behind. At that same time Tencent and Sony will have the advantage and neither will have a clue where Nintendo will be, because if Games as a Service becomes a thing, Nintendo will be the quiet one gathering population with a strong system. Microsoft might want to trivialise them away but the rest will not. They lack the larger station that Sony and Tencent has, but Nintendo is creeping up on them and this article has no mention of Nintendo, do they? Yet by 2025 Nintendo will be a powerhouse and Netflix is nowhere near ready to take on the large three players. Microsoft is about buying whatever is out there, but from the 90’s onwards that approach has been devastating on all who attempted it. Yes, it makes for headlines but it lacks results and that is what we have been seeing for a little too long with Microsoft. It cannot maintain its posture in the current setting and when it starts its GamePass as collateral for population, we are more than likely get to see the downturn of it all and it does reflect my position of ‘dog eat dog’.

And these are the players vying for the attention of the gamers, all whilst they cannot decide who is the better provider or what gamers actually want and there too the big three (Sony, Tencent and Nintendo) will have the advantage. The problem I see is that a lot of this will be decided long before 2028 and in all this Amazon is not mentioned either. They too have a stake and could become on of the big four leaving Microsoft in fifth place at best and that is if everything goes their way, which so far has not be the case. And whilst most of them are hiding behind abbreviations the big four (Tencent, Sony, Nintendo and Amazon) will grow its population and cater to the one element that was central in all this, the gamer, not the process.

That is my issue with this article, that was my issue with some of the players. They stopped catering to the GAMER and started to cater to the image of SELF. I will let you make up your mind. There is time, this does not need to polarise in any one brain for at least a year. The largest game in all this are the players and the game they play, not the games they produce that too is an advantage the big three have over the other players at present. 

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March 9, 2022 · 17:08

Microsoft, for cold laundry

Yes, there is a need to go there. You see there is the setting that we kick Microsoft as a civic duty, but how long do you need to kick them for it to be regarded as for personal pleasure? Yes, that is the question and it is more to the point than you think it is. Two days ago I wrote ‘What we hope for’ (at https://lawlordtobe.com/2022/03/07/what-we-hope-for/) there I gave the setting that Microsoft is in more trouble than we think they are. They are losing the gaming niche, the ‘tablet’ niche, the cloud niche, the SaaS niche and optionally the office niche as well. That is a lot of terrain to lose. I also stated there ““Microsoft is in talks to acquire cybersecurity research and incident response company Mandiant, according to people familiar with the discussions, a deal that would bolster efforts to protect customers from hacks and breaches”, you see, it is not merely “bolster efforts to protect customers”, it is about preventing and protecting the customers you have and as we are seeing several Microsoft issues”, a few hours ago I learned that they do not even have that. ArabNews gives us ‘Google buys Mandiant for $5.4 billion’, the article (at https://www.arabnews.com/node/2038611/business-economy) “Google is fortifying its cloud services with a $5.4 billion acquisition of the cybersecurity firm Mandiant, the companies announced Tuesday”, as such the clouds around Microsoft seem increasingly less secure soon enough. Microsoft will find someone (I think) and they need to find someone and set the stage to a stronger Microsoft. Yet as I see it they lose gaming to Amazon (I was happy to help Amazon do that), their Surface thingamajig will lose to the Apple iPad more and more, and the Mac Air book takes what is left and the cloud is increasingly less and less secure, as such they are losing market share to all the other cloud providers. The SaaS niche is different, it relies on the cloud, lose one and you tend to lose the other as well to some degree. So now the last straw for Microsoft is their good old Office backbone. It is firm (for now) but the cyber issues will affect their mail system and it already has had a few issues. But the big push could come from a very different angle. Adobe will be the largest player in several ways. There is additional consideration that when business aligns for Meta, Adobe will get a fair share of that business and should they push for the an ‘office setting’ they could clearly clean house. The last setting is pure speculation. There is no educated guess in play. They need their version of Excel, Word, Powerpoint and Mail versions to impact Microsoft even larger, but that is not outside of their abilities to do so and moreover, as Meta will go in 2024 Adobe will feel forced to go there. If only to cater to the millions of GoPro users who will see new business ventures in a Hybrid setting of the Web, Web3.0 and Meta. I think that Google lacks more elements than Adobe does so Adobe is in a good place. No matter how we think it will go, I feel more and more certain that Microsoft is about to lose a hell of a lot more than they bargained for. I wonder if they ever saw that part coming as they increasingly believed the spin they put out there as well. Consider their 2018 setting: ‘The most powerful console in the world’, it was surpassed by the weakest (Nintendo Switch), it will optionally also be surpassed by the Amazon Luna (if I get it my way, ha ha ha). At that point, what did $68.7 billion get them (as well as the $7.5 billion for Bethesda)? Seventy five billion to end up in 4th position in gaming? Google buying what they need for Cyber security? One could argue that soon the buzzards will circle Microsoft, but that might be a little too negative. 

I saw Microsoft grow from nothing to the behemoth that decided what we wanted. Now it is turning out that too many are eager to find someone else, in too many IT fields. There will be Microsoft lovers out there, eager to state that I am wrong. I could be, I freely admit it, but when you put the facts together, when you collect the information out there and the weaknesses that they show gives a larger rise to my version (which has speculative sides) and the largest setting is the one we do not have. What will Adobe do in 2023/2024. It will impact several players a lot.

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March 7, 2022 · 14:05

What we hope for

IP is a tricky thing, it is usually where we hope the people will be when it is ready, some are continuation of ideas and some are a wishful thinking approach to what might be, or become.

I understand this part. You cannot sell if people are never going to go into that direction. It is wishful thinking that they will get there. In all this, I am no different. I expect the world to evolve (or become extinct) towards the 5G stage that Neom city stages it to be. It might merely be Neom at first, but it will throw the bough of marketing into a different heading and my IP will be ready when they do. It was not rocket science. It was always going to change. There was no other way and no matter how many marketeers catch up, or try to turn the dial to THEIR advantage. It was always going to happen and the marketeers that were not ready for the shift, they merely seize to be. The market was always going to reroute because scammers, spammers and criminals stopped the current direction, 5G is enabling them more and more and we see this Wild West corral approach to ‘cyber safety’, doing whatever they can, the reality is that there will be no real relief until 2025, and that sets the stage even more to my advantage (yay me). Yet it is not about me, or my IP. It is about the stage that I set in motion. I am merely in the right place as will a few others. I foresaw a massive crash of Microsoft. Spin only get you so far, but they are so driven to Azure, Spin and ‘their’ great innovations, all whilst iteration is the best they can get. It opens up a drive in a few directions. As I personally see it Microsoft is about to lose the gaming platform to Sony, Nintendo and Amazon. They are losing more and more tablet grounds to Apple and Adobe could set the sails to take a huge chunk out of the Office market. All that and a global Azure outage. The last one might be really bad luck, but to go out globally is rattling the cages of too many and there lies the rub. GaaS and SaaS are setting a larger stage, a stage where people look to what they can TRUST, and there is my open IP connecting to a lot of it. (Yay me). Instead of looking for spin, looking for hype, the offices of GaaS and SaaS required updating and stabilising. So in this Microsoft is in a bad place. Even as we were given 3 weeks ago “Microsoft is in talks to acquire cybersecurity research and incident response company Mandiant, according to people familiar with the discussions, a deal that would bolster efforts to protect customers from hacks and breaches”, you see, it is not merely “bolster efforts to protect customers”, it is about preventing and protecting the customers you have and as we are seeing several Microsoft issues and close to none from the Amazon, IBM and Google area, Microsoft could lose this side as well making them a loser three times over, but no fear. They paid $68.7 billion for Blizzard and it will not be enough. Me (and my sense of humour) attacked that deal by handing out IP and gaming ideas as freeware for Sony and Amazon developers. It is my ‘subtle’ way of telling Microsoft to wake the fuck up. And that is merely the beginning. When my IP comes through to certain parties Amazon and Google will cut Microsoft game revenue in slices, not all mind you, but well over 30% and that is before I show them a new direction they ignored for a decade and they will lose acquiring more. I reckon that it is in the air where the SaaS will go, but IBM, Amazon and Google have equal chances. OK, Google has a better chance. But as I wrote earlier, not reality but a dream, I saw adobe evolve and take a massive chunk out of the Microsoft office population and that would hurt the most. And the Office issues in the last two years were not the greatest for Microsoft, so that field could open up and some are on the Apple trail, some prefer the Google trail and yet it is not enough, a player with the proven track record of Adobe in SaaS could overtake and shoot Microsoft to rubble. It sounds violent, but that is the SaaS field. And Microsoft has had too many issues in too many places at the same time and trying to hide behind Mandiant might not be enough this time around. I admit that I could be wrong, but I can wait to be proven right and those believing the Microsoft spin will end up with a larger mess than they are ready for, but that was the choice they made. With gaming and 5G IP I will hopefully be in a place to step in and at some point either Google or Amazon will have to reconsider the station of selling 50,000,000 consoles to a population that could be a lot more, could open a lot more and that bill fits Amazon better then Google, but Google needs to make choices at some point, with the SaaS and GaaS in such a volatile setting Google might not have a choice and losing more ground to Amazon is not in their best interest. 

Yes, it is all based on what we (read: I) hope for, but it also sets the choices we see now, the choices that some reporting channels ‘trivialise’ and that some ‘minimise’. The consumer at some point catches on and as such Microsoft is in a not so good place on several channels where they boast good times. Reality does not give them that pleasure and it will take more from them soon enough.

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February 11, 2022 · 21:35

The headers of maximum data

Every now and then I keep my eyes on Zendesk. There is a reason for that, my origins are technical support and customer support. I am proud of my past, I went from nothing to a decent high ranking technical support person and I always fought for EVERY customer. I did not care whether they had one single license, or if it was an important customer who owned a site license (which drove sales insane). All were equal in my eyes and all deserved and received 100%. So when the article (at https://www.reuters.com/business/zendesk-rejects-16-bln-offer-private-equity-consortium-2022-02-10/) passed me by, I took notice. You see, the header is one ‘Zendesk rejects $16 bln offer from private equity consortium’, I remember that it started not too long ago (2007) and it grew fast. Well there is a reason for that. No matter whether you look at SCOPUS, SIEBEL or another CRM solution, they claim that they have a technical support part, it was meagre and all based on a sales foundation, which makes it (in my eyes) not a technical support solution. So beyond Zendesk there was nothing. It is a good place to be in, it allows for the growth they had. Yet the article sat with me and not entirely in a good way. The first one “facing calls from activist investors, including hedge fund Jana Partners LLC, to abandon its proposed acquisition of SurveyMonkey parent Momentive Global Inc , which it agreed in October”, is regarded (by me) as moronic, you are about to see why. The second one “Thoma Bravo had made a takeover approach to Zendesk” with the added “Thoma Bravo and Jana declined to comment.” As I personally see it, it is not about Zendesk, it is about the amount of data they wield via 17 offices in a lot more countries than 17. They are after the data. A Company with an operating income of $175,000,000 is not valued as a $16,000,000,000 on the value of its SAAS operations, that has to be about the data and that will be a scary thought. When my technical support skills, given to the customers will be used to bleed them dry of intelligence. It is a scary thought. Then there is the added. You see Marketwatch gives us “Jana Partners LLC, which is opposed to Zendesk’s deal to buy Momentive Global Inc., is planning a proxy fight, according to the WSJ report. Momentive shares were down 3%” me thinks that the acquisition implies that too many eyes will be on Zendesk for some time to come and that does not sit well with Barry Rosenstein. So for me the response becomes: “A reactive and impulsive decision? My ass!” I think that Rosenstein had similar plans as the other (unnamed) player and it seems that these management firms have data currency on the mind and Zendesk in its near unique position is one juicy steak (with sauce). So no matter how unique the placement is, as long as it has data these Investment management companies will see the long term gains and there is a larger stake (or is that steak) in play, it is not Schrems 2 (discusses yesterday), it is all those nations that lack that level of protection and it seems that these Investment management companies have an additional customer that needs no mention, no written agreement and that makes for a lot of coins and they will hand it over eagerly, especially in light of the escalation we globally see, in that setting data is everything. To add to that, I have to admit that there is another setting, which I still cannot see, it is because I know next to nothing on Orlando Bravo, the man behind Thoma Bravo. It might be that he is on the same track sharing the risk and revenue with Rosenstein, yet they are lonesome hunters (optionally predators), but because Orlando the software esquire also has Proofpoint, Sophos, Kofax, Motus and Aptus there is every consideration that Orlando Bravo has other considerations including solidifying fleet contracts to a larger and more complete approach and having a more substantial SAAS umbrella. So he is the larger unknown and there is a rather large expansion option for Zendesk, so I am not certain, but I feel certain that Orlando might have been better off without Barry, but that is just an initial vibe I am getting and that vibe is not evidence based.

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