Tag Archives: Sam Altman

February 16, 2026 · 21:33

Questions

That is what I was thrown, questions and quite a few. To get there I need to take you on a little journey it was around 1988 I got my fingers on some defence data (can’t tell you which one) the data shows results of some kind (I had no idea at that time what results they were) but the part that was, was the fact that they had log files and these files gave locations. It comes with the setting of log files. These files gives the hacker way too much information, what solutions are being used, what IT architecture was in play, in those days I was a simpleton. I never realised the power that this kind of information had, or as some hackers said in this setting “Copy me, I want to travel” This part matters, because around 2014 (after the traitor Manning gave the files to Wikileaks) I got my hands on some of them. The compression used was one I had never used before and it took a few days to get the program. What I saw was that log files were here too. It wasn’t that obvious, but I noticed them and these log files gave part of that current architecture to whatever hacker got (or was given) access to it. So a setting that was about 37 years old. This setting has been in place for that long a time, so as you see this, we can start with the articles, so keep what I just gave you in mind.

The article was given to us by NDTV (at https://www.ndtv.com/world-news/openai-accuses-deepseek-of-distillation-what-it-is-how-it-works-us-china-tensions-11002628) I got the news from Reuters, but they are behind a paywall, so NDTV gets the honour. We see ‘OpenAI Accuses DeepSeek Of Distillation: What It Is, How It Works’ and hit comes with “In the AI world, distillation is a common technique where a smaller or newer AI model learns by studying the responses of a larger, more advanced model” And we also see “The company told the House Select Committee on China that DeepSeek allegedly relied on a technique known as “distillation” to extract responses from advanced US AI systems and use them to train its own chatbot, R1,” according to a memo obtained by Reuters. The American AI giant stated that the Chinese firm was finding clever ways to bypass safety systems and trying to take advantage of the technology that US companies spent billions of dollars developing.” Now consider that (according to some) “OpenAI is valued at approximately $500 billion, cementing its position as the world’s most valuable venture-backed company” when you get that and when you realise that log files could be used to ‘distill’ information. Now imagine that this information could lead to corporate knowledge? So when you realise that this setting was out there for almost 40 years, do you think that more concise solutions would have been needed? So when we see that Sam Altman is prone to ‘excuses’ like the setting with Nvidia, the stage with Microsoft and now this? What is Sam Altman not telling its audience? Isn’t anyone taking that leap? So whilst I remember that at least one of the Pentagon routers still have the admin password to “Cisco123” you might consider the setting that this article (as well as the Reuters) version is a preamble to bad news and when you consider that Americans have an overactive dislike of anything Chinese (like DeepSeek)  and when we get to “In the AI world, distillation is a common technique where a smaller or newer AI model learns by studying the responses of a larger, more advanced model. Instead of training that model completely from scratch, the newer model observes and mimics the advanced model’s answers and behaviors.” The setting I gave you makes the setting of better protection even more sense. Especially as this impacts a expected $500,000,000,000 valuation. There are days that I don’t have that amount in my wallet (100% of the time) so I am left with questions. So in the first, why was there no better protection and in the second, how did DeepSeek get access to them. I would normally tend towards the inside job notion. And that setting is seen (personally and speculatively)  on a few levels and in a few ways, but happy go lucky, the media isn’t on that level yet (or ever). So does anyone else have the idea that something doesn’t seem to add up or match to the stage of a 500 billion dollar solution? Just a few questions come to mind at this point. 

Have a great day today, there about to have breakfast in Toronto and I kinda miss than frisky cold atmosphere whist drinking an elephant coffee (Jumbo cappuccino with full cream milk and three raw sugars) whilst nibbling on some sandwich (nearly anything goes there). So enjoy your day today.

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February 7, 2026 · 09:59

One topples the other

That is at times the setting. It is basically defined under ‘the cost of doing business’ and at times companies big and small go under from that overset risk. It is of course due to the pussies overhang nations that they made all this ‘tax deductible’ and as such governments and its citizens  pay the price in the end. So as we see seeking Alpha giving us ‘Microsoft: An OpenAI Problem’ (at https://seekingalpha.com/article/4867091-microsoft-an-openai-problem-rating-upgrade) a few settings with in the first place “First, given that 45% of RPO comes from OpenAI, MSFT stock is now a beta around the pessimism that surrounds this startup, especially in the last week”, as well as “the market is throwing the baby out with the bathwater. Microsoft is part of the software infrastructure industry, which is dragging down tech” which all seems to make sense, but in that same setting what does set the matter separate is “I don’t think Microsoft will write down its RPO due to OpenAI not being able to pay in the future, but I’m mindful shares could remain under pressure in the near term” and here I am considering the larger stage of “due to OpenAI not being able to pay in the future”. A setting that too many are overlooking. The ‘AI’ baby of all greed driven entities are not looking at what is holding up this figment value. It lost against Google’s Gemini and I understand and I also herald the setting that a lost battle is not a lost war, but too many are ignoring this fact because they are seemingly going all in and bad news is seemingly being filtered away. And in the second we see Seeking Alpha giving us “I think Microsoft has two main problems right now. One of them is called OpenAI (OPENAI). The sentiment around Sam Altman’s firm is anything but positive, and in this piece, I will discuss the key issue that is pressuring the most important startup in the world. The other factor is the selloff in software. Microsoft is part of the software infrastructure industry, and the risk-off move among investors is way too strong.” And why do I think that?

Because these vultures are feeding Oracle to the wolf wannabe’s and to the turmoil of the greedy driven capitalist waves of whatever floats their boat, whilst Oracle is the one stage that is the most  stable at present. Now that the game is close to up for some, now we see that Microsoft is having a problem all whilst no one is clearly digging into the settings of OpenAI as well as the settings that processors and even energy cycles should be having. These facts are casually thrown aside and there is something massively wrong with the stage we see here.

And as we are given (by Seeking Alpha) that “Aside from one point. RPO was up 110%, totaling over half a trillion dollars ($625B to be precise). While any company would have jumped double digits following this announcement, the fact that 45% of that RPO is attributed to OpenAI makes the quality of the backlog questionable (in my modest view)” because what ROI is OpenAI actually giving its shareholders? Where is the profit? It is not there and it will not be there for at least 5 years (a number voiced by some). As such the equation doesn’t seem to hold, but the investors went all in on this and they are playing some kind of poker (where you increase the investment doubling again and again until the pay off comes, I am not into poker) and that is the problem. So what is RPO here? Remaining Performance Obligation or Recovery Point Objective and in the second question setting, we wonder where that the Remaining Performance at the Recovery Point exactly is? You see, at no point in this article we see ROI (Return on Investment) and why not? Is the story that this is 5 years pending too hard to sell?

So, as I see it, it is 2008 al over again but the impact will be much harder, the economy does not have the resilience to go through that again and the US Administration is throwing a dozen sabot’s in that engine, as such the impact will be a lot harder and I spoke of that almost 6 months ago (not sure where) and as we look into this we see no answers and isn’t that weird? The players who are all about ROI and revenue forgoing that setting? So where are Sam Altman, OpenAI and Return on Investment? Even Bloomberg is telling its readers that ‘Microsoft’s Deal With OpenAI Now Viewed as a Risk, Not Reward’, so where are all these Bloomberg wannabe’s? It seems that the stakeholders are filtering out what some need to know right of the bat and that seems not to be coming (at present). In addition to all this Seeking Alpha gives us “The pressure on margins due to the buildout should have been priced in since October 2023! I think it is pretty much mainstream (ask your cab driver next time, for real) that the hike in depreciation is a natural effect of the AI buildout. However, and this is the main risk to being bullish right now, I don’t think the market is willing to recognize this fact. I think the market wants to see a return on the AI data center buildout, and any deterioration in earnings (both revenue growth and margins) is used as an excuse to head for the exit. This remains the largest risk, as Q3 will see a deterioration in Q3 gross margins (per management guidance).” Personally I see that Microsoft should survive this, but to what extent? I want to be clear here, because I have given an anti-Microsoft view before (they deserved this), but here I am out of my depth because I do not have an economic degree. But the people at Seeking Alpha did (a speculative expectation) and the stage of “pressure on margins due to the buildout should have been priced in since October 2023” is something that we haven’t seen, did we? At least I never did (mainly because I do not care) but the people who did, did they see that?

The entire setting smells like yesterday’s diaper (see: Baby Herman) and no one seems to be catching on that something doesn’t feel right. So will the investors claim foul play when they lose their investment? Will the stakeholders be held against the light? All valid questions and I am certain that no answer will follow by anyone who has the valid jurisprudence title and now that the Federal Reserve is no longer hands of Jerome Powell, it will be anyones guess what comes from that corner.

Have a great day today.

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February 4, 2026 · 19:36

Cracks in the armour

That is at times the stage we see. It is not a stage where the we are concerned of the armour that is in play. It is like any soldier wanting the direct replacement of body armour when it stops a bullet. There is no logic in this. It is like the expectation that a bullet strikes perfectly the first impact. You might be more lucky to get a winning lottery ticket. So when I saw the Financial Times headline (the article is behind a paywall) we would have seen

The headline is ‘alarming’ as the banks seek out new buyers for data centre loans. But as I see it, Oracle has been in the thick of things for over 40 years and the current boss of Oracle is currently worth 250,000 million dollars. He basically is worth more than most board of directors of any bank in the United States. So the setting doesn’t make sense to me. This seemingly happens should Larry Ellison (father of David Ellison, big boss, actor, producer, chairman and CEO of Paramount Skydance) takes an equal disastrous dive. You think that this is ‘boasting’ but the setting that we see here gives us that banks are in a downward spin and the Ellison family is well insulated of the impeding downward spiral. So here we go to the next article and we get ‘Oracle issues public clarification amid reports linking AI push to job cuts’ (at https://sea.peoplemattersglobal.com/news/strategic-hr/oracle-issues-public-clarification-amid-reports-linking-ai-push-to-job-cuts-48277) where we see “In a statement posted on its official X account, Oracle said a widely discussed Nvidia–OpenAI investment proposal had “zero impact” on its financial relationship with OpenAI and insisted it remained “highly confident” in OpenAI’s ability to raise capital and meet its commitments. The clarification followed mounting speculation that Oracle could slash as many as 30,000 jobs to help fund its AI expansion.” I am not taking sides here, but as I see it, at least 5,000 employees could find a job by opening two cloud centres. One in Saudi Arabia and one in the UAE. Techies, Trainers, consultants and that could be an influence of revenue out of those two countries. So when we see “The statement came after a turbulent weekend for companies tied to OpenAI. The Wall Street Journal reported that a proposed $100 billion Nvidia investment in OpenAI had stalled and was never finalised. Nvidia chief executive Jensen Huang later confirmed that the arrangement discussed last year was non-binding and did not proceed. Despite Oracle’s attempt to reassure investors, markets reacted negatively. The company’s shares fell 2.79% to $160.06 shortly after the statement was published, highlighting ongoing concern about the scale of Oracle’s financial exposure to the AI build-out.” I have a speculative arbitrary subjective view of Sam Altman (OpenAI) that he is nothing more than a lousy second hand car dealer with too big an ego. And the setting where they are ‘closing down’ the 100 billion dollar deal sounds alarming and it seems like Oracle is left with the mess of something that is in a downward spin and continues falling downward until it splatters with a sickening thump. And when we get to “Oracle’s debt burden has expanded rapidly. The company has added about $58 billion in debt in recent months, largely to finance new data centre campuses in the US, pushing total debt above $100 billion, according to analysts. Since peaking in September 2025, Oracle’s market capitalisation has fallen sharply, erasing hundreds of billions of dollars in value.” All whilst OpenAI couldn’t exist without the Oracle framework and whilst we are given all kinds of complications but there are two settings no one seems to care about. There are plenty of reasons to have a data centre, but AI doesn’t exist yet and Deeper Machine Learning (DML) and Large Language Models (LLM) do exist and they are close to magnificent, the issue is that everyone is going with the AI setting and this AI just cannot do what AI needs to be able to do and whilst we see some excellent ideas, as I see it it doesn’t give the structural settings of an additional 770 data centres are in the making and the resources that are required are rising to the spotlight and people are unhappy with it all. All this is making OpenAI (Sam Altman) rather uneasy and whilst some are shutting down $100 billion deals whilst shouting that the processors aren’t good enough and whilst Google Gemini is outperforming whatever OpenAI has and now the banks are getting jittery and the pressure gets onto the house of Oracle. I can call it that because the Pythia of Delphi gave me permission herself. So now that the bottom of the well is showing the banks go medieval on whatever they can and they try to go out from under their arrangement. Sounds like the setting banks had in 2008, doesn’t it?

But to feed an excellent software firm to the wolves to keep safe is not the good setting. As I see it Oracle will come up from all this, whilst they will stop working with certain banks as I see it. And those banks will cry like little bitches stating that it was just business (a speculative view I am holding). And all whilst I wasn’t stating anything new. This was out in the open for over 2 years. As such the banks and the media have a few thing to explain to the people and they aren’t in the mod for what some will call BS.

Have a great day today, don’t forget to have some Ice Coffee if you are in a 30 degrees plus environment (like me) and feel free to ask the media all kinds of nasty questions. 

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February 3, 2026 · 10:07

Excuse towards failure

It is an old expression and I didn’t expect to hear this again, but there you have it. To give reference. In the 90’s sales teams were all about the ‘pipeline’ and making ‘quota’ but at times the bosses of these sales teams didn’t have the right glasses on and they would overcompensate in many ways making life close to impossible for the sales teams. Now we get CEO’s and other ‘things’ needing to do the same thing towards shareholders and that is where the story starts. Reuters gives us ‘OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say’ and we see (at https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/) that the setting is pretty much what I expect. As we are given “OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating the relationship between the two highest-profile players in the AI boom.” As I see it, Sam Altman and his OpenAI aren’t making things happen and to thwart things as much the blame game comes into play. He has no other option, he is the top of the mountain and that means that he is subject to shareholders and the story “the chips aren’t cutting it” is as good as it gets for him. I reckon that the “sought alternatives since last year” excuse is about gaining time. But take a look at what Nvidia achieved. 

So, where are the shortcomings? Are the expectations of Same Altman realistic? And who are the 8 sources that Reuters is referring to? So when September came, some were given “Nvidia said it intended to pour as much as $100 billion into OpenAI as part of a deal that gave the chipmaker a stake in the startup and gave OpenAI the cash it needed to buy the advanced chips.

The deal had been expected to close within weeks, Reuters reported. Instead, negotiations have dragged on for months. During that time, OpenAI has struck deals with AMD and others for GPUs built to rival Nvidia’s. But its shifting product road map also has changed the kind of computational resources it requires and bogged down talks with Nvidia, a person familiar with the matter said.” This now gives pause to consider if it is merely the hardware, or the slice that OpenAI gets from it all and why go for the inferior AMD chip? Because if OpenAI claims that it is superior or even equal to Nvidia, the press better get that lowdown, because as far as I can tell there is no western equals to Nvidia (optionally the Huawei chip, but that is an assumption by me, myself and I). 

So when we get “On Saturday, Nvidia CEO Jensen Huang brushed off a report of tension with OpenAI, saying the idea was “nonsense” and that Nvidia planned a huge investment in OpenAI.

“Customers continue to choose NVIDIA for inference because we deliver the best performance and total cost of ownership at scale,” Nvidia said in a statement. A spokesperson for OpenAI in a separate statement said the company relies on Nvidia to power the vast majority of its inference fleet and that Nvidia delivers the best performance per dollar for inference” the simple setting is even that OpenAI Marketing is not one of those 8 sources. As such, if we cannot get clear information, could someone please alert these shareholders that OpenAI is making an optional training run with their money? 

As I personally see it, Sam Altman is coming up short for meeting expectations, especially as he is  trying to catch up with Google’s Gemini. I reckon that this will give him nightmares too. But overall the setting is one I expected to come, because in the end AI doesn’t yet exist and now that 100% of that hardware vendors are intentionally wrongfully label their chips AI (they’ll call it ‘Alternative  Intelligence’ at some point) and that is when the class cases will plaster every courthouse from Alberta to Zurich and I reckon it will not take that much longer, especially when the excuse that the chips aren’t good enough are coming out. I might have believed them if it was the Adler chip (a 80186 joke), but it is Nvidia, the hardware darling of the IT world.

As such my skepticism overtakes my feeling of fairness and openminded justice (that being said, justice is almost never openminded) but do not take my word on this, ask the OpenAI program with all that AI in play. 

So time for some ZZZZZZ’s, you all have a great day. I am ready to snore mine away.

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January 3, 2026 · 11:42

The wannabe influencer?

That is my question at present. In comes a person with the ludicrous title of “Al & loT Expert”. You see, what makes it hilarious was the post I saw ‘fly’ by. He starts off with “OpenAl’s first hardware is… a pen?? (If they don’t call it O-Pen Al they have officially lost the Al race).” So that is what makes him an expert? I am no expert on any of that but I am highly knowledgable on matters including IoT. In some cases and in some places I am known as a guru. I have my niche settings. But what gets to me is that (although I am no OpenAI fan) OpenAI has ‘Yes’ lost the current battle against Google and its Gemini 3, which the media kept from you for weeks. Although I personally never used it, but people who did and are ‘regarded’ as captains of industry think so. So, as I see it, OpenAI lost a battle, but that doesn’t mean the war is over. You see, the war on AI (when it finally comes here) is in no means settled at present. And those who understand that battle know this and mostly unmentioned is the play that is left with IBM because they currently have the inside track, not Oracle, not Snowflake and definitely not Google, Microsoft or Amazon. You see, AI is more then what is out there today. It will rely on larger technological settings. They all have quantum systems, but who is the most advanced in Shallow Circuits? IBM was setting that stage in advanced settings in 2017 all whilst OpenAI hardly barely at that point. IBM was on the ball and the actual winner of what now is referred to as True AI, which is ACTUAL AI will need two additional settings the first is Shallow Circuits, a setting where only IBM is a straight forward contender. With that I say I have no idea where Google stands. And in that the next thing is that a trinary operating system will be required and as far as I know there is no current winner at present. I reckon that both Google and IBM have dabbled in this, but I do not know where they stand and when this comes to pass the winner will work with Oracle to make the connections in a much needed combined effort, because they all agree that Oracle is the one player that can make it work. Snowflake as well, but I have no idea where they stand in all this. What we currently have are DML/LLM solutions that are at times clever and functioning, but in too limited a setting. I call this Near Intelligent Parsing (or NIP), but it is not AI, even thought they all have the marketing calling it so. 

What we have now is a mere shadow of what Alan Turing envisioned half a century ago and leave it to sales teams to wriggle the straw until it bleed revenue, but as the class cases will explode in this year, they are left to ‘apologetically assume the position of miscommunication’, at least that is how I see it. So was this person a wannabe influencer and taking the LinkedIn cloud by humor? 

So this might optionally have been the pen that OpenAI is flaunting, but as I see it, this is their step into audio, which they advertised and having a pen recorder is a pretty contraption (aka gizmo, doohickey, or thingamajig) that propels the setting of OpenAI forward. And I reckon that within a month all wannabe AI experts want one. Audio is the next stage that require harnessing, so OpenAI is not out of the race, they merely got bruised in a race where they had the upper hand for three years. 

Perhaps they get the upper hand in other direction making them overall winner, but that is a mere consideration of option, especially when we realise the inside track that IBM has and where is that in his assessment? So I am not proclaiming the identity of that person, it lacks class and makes him a target. He made himself a target and I do not need to add to his current confusion. 

What is a stage is that there is a chance that OpenAI is moving to capture the stage of Audio enhanced NIP (Near Intelligent Parsing) making them first again and Google will need to play catchup, optionally Oracle (Snowflake too) will now have to adjust their tracks to get audio embedded in their database settings and whilst we do not know where IBM goes, we do know they have the inside track, they might rely on Oracle/Snowflake solving that problem for them and as I am a Snowflake person, I still believe that Oracle is likely to win this war for the mere knowledge that they have been on these tracks long before Snowflake got involved, so they have years and traction in their stride. This is not a certainty, but a presumed advantage. 

That is as good as I can give it to you and I have written other stories on the need for a Trinary operating system. I last did that in ‘Is it a public service’ which I wrote last November (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) so this isn’t coming out of the left field, it was there for almost two months. Oh and to be certain that you do not mistake me for that wannabe influencer. I am in no way an ‘expert’ on AI, I merely have been dabbling in IT and data since 1981. So I have the mileage here, have a great day today.

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December 25, 2025 · 01:07

They had twins

Yup, it happens. At times we have kids, progeny so to speak and some get two for a simple roll in the hay. Yet this isn’t about kids. It is about Gemini 3, Googles seemingly finest product. It is so great that Microsoft barred Google Chrome from installing and they blamed it on some weird parenting setting. And then the media lacked looking at it, probably some revenue driven courtesan issue. All speculation, but I would prefer to set this to presumption, still I have no evidence. So it is all allegedly, but the settings on Gemini are clear. I read it myself (so it must be true). I will start with FXLeaders who (at https://www.fxleaders.com/news/2025/12/23/google-stock-heads-to-record-highs-as-gemini-3-outperforms-chatgpt/) gives us ‘Google Stock Heads to Record Highs as Gemini 3 Outperforms ChatGPT’, as such it is now the fifth time Microsoft loses. There was Sony, There was AWS, There was Google and now there is Google again. It sucks to be Microsoft. And the howling continues. 

So FXLeaders gives us two bullets that matters.

  • The launch of Gemini 3 has intensified competitive pressures in the AI sector, while regulatory concerns add complexity to the investment landscape.
  • Insider selling and a cautious market sentiment suggest that near-term upside may be limited, but long-term support from institutional investors remains strong.

So as we are given “Alphabet emerged as one of the standout megacap performers in November, delivering a decisive breakout that carried shares through the $300 mark and to a fresh all-time high near $329. The move completed a strong rebound from a late-September pullback and reinforced confidence in the company’s long-term growth trajectory. The rally was fueled by sustained institutional demand and growing optimism around Google’s artificial intelligence roadmap. For much of October and November, Alphabet benefited from its unique position at the intersection of digital advertising dominance and AI platform leadership.”

As well as “The rollout of Gemini 3—trained primarily on Google’s in-house chips rather than external hardware—has sparked renewed debate around vertical integration in artificial intelligence. Supporters view this as a long-term strategic advantage, potentially lowering costs and reducing reliance on third-party suppliers while optimizing performance. Recent benchmark results, where Gemini 3 reportedly outperformed ChatGPT in several categories, have added to that narrative and intensified competitive pressure across the sector.” So wonder about how the media could not get you this two weeks ago and wonder now why I refer to the media (the larger part) as the Courtesans of the digital dollar. This should have been know and tested for by several parties directly, and I don’t care who won, we were not informed. As I see it, Microsoft has too powerful a hold on the media and the media who shunned their jobs need to be named and shamed. Sound simple, doesn’t it? As such I also present a second source, so there is a little more data drivenness to the fold. It is a story (at https://www.startuphub.ai/ai-news/ai-research/2025/google-gemini-3-redefines-ai-reasoning-and-efficiency/) where StartupHub.AI gives us “The core of Gemini 3’s impact lies in its unprecedented reasoning and multimodal understanding. According to the announcement, Gemini 3 Pro, Google’s most powerful model to date, not only topped the LMArena Leaderboard but also achieved breakthrough scores on challenging benchmarks like Humanity’s Last Exam and GPQA Diamond. These tests are designed to assess an AI’s ability to truly think and reason like humans, indicating a sophisticated capacity to process and synthesize information across various modalities, moving closer to genuine comprehension. Furthermore, its gold-medal standard performance in international mathematics and coding contests, powered by its Deep Think capabilities, signals a new era for AI in complex problem-solving, pushing the boundaries of what automated systems can achieve in abstract domains.” So as we wonder what some of them mean, the benchmarks were available to pretty much all the media, so what prevented them to report on it? Simple question, isn’t it?

And you might wonder why I care, or why I believe these sources. There is a setting that sets up a lot of consideration and that is right, but the media isn’t informing us and they aren’t making any tests, even though I gave one test to the world (not necessarily a good one) but the media did NOTHING. They allegedly value the digital dollars too much and they rely on players like the Microsoft stakeholders to fund their gravy train (as I personally see it) So am I right, am I wrong? I would love to be wrong, but I have seen this before (more than once). But as I see these results there is a larger play in motion. Is Google actually that good? I am not debating it, I am asking and it comes with an answer. It is either Yes, No, or it is under advisement. The first two are simple and it can begotten by showing the evidence, but the Media did nothing of the sort, perhaps some did, but the larger groups are abstaining from involvement (it sounds better then ‘They cower the results if involved’ because that makes them sound like actual pussies. So why am I so angry about this? It is a result we were entitled to and it requires OpenAI to divulge its heading and not cater to asking for more value when there is none to be had (at present). And as such investors are duped into not receiving the evidence they need to make financial decisions. But perhaps I am over simplifying the problem here.

Whatever you consider and whatever you decide is yours to do and you are entitled to the best information to make these decisions and the media is no longer able to do that. I don’t care if you embrace ChatGPT and OpenAI. That’s fine, I am not choosing favorites, I actually don’t care, but I do care about lacking media, lacking results and hiding behind some stakeholder whilst the people have a right to know. They use that as their battle drum, so they can be held to that as well. It is a simple setting as I see it.

Have a great Christmas Day, 23 hours until boxing day for me.

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December 21, 2025 · 22:59

The dice fell snake eyes

It is the setting I predict a few weeks ago and more less recent in the story ‘Eric Winter is a god’ (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) in July 2023. I saw it coming this early in the race, why? Mainly because AI doesn’t yet exist, so whomever sells whatever solution they have as AI will set themselves up for a rather huge and nasty fall. In 2023 it was easy, in 1980 the movie the Changeling was released, giving the timelines then, the movie was made in 1979 and Eric Winter was born 17 July 1976, so what was a 2 year old doing in that movie? That is the simple setting of validating your data and that is why there is a case with what some now call AI. So now we get (at https://decrypt.co/353227/openai-microsoft-sued-over-chatgpt-connecticut-murder-suicide) ‘OpenAI, Microsoft Sued Over ChatGPT’s Alleged Role in Connecticut Murder-Suicide’ so when we see the setting in that case, there is more than just the bare minimums. This will imply engineers who programmed the setting, as we are given “In the latest lawsuit targeting AI developer OpenAI, the estate of an 83-year-old Connecticut woman sued the ChatGPT developer and Microsoft, alleging that the chatbot validated delusional beliefs that preceded a murder-suicide—marking the first case to link an AI system to a homicide.” I expected that we would have until 2026, but it never got that far and when the first trial starts, we will see aq whole range of class actions and other legal battles start, because as we are taught in Torts, go where the money is and OpenAI/Microsoft have plenty. As such there will be a whole range of cases being started. I reckon that there is a whole flock of ambulance chasers who will see this as their golden opportunity. And the more data is thrown around, the more intense the legal battles begin to emerge. A setting that was clear two years ago for me and as I found more than one setting that favors this, we merely have to look at sentences like “We rely on our AI to bring you [X]” the legal eagles see that as their way into your coffers and they have greedy hands, because that is what they were instructed to do. And when you consider “OpenAI faces numerous lawsuits, primarily revolving around copyright infringement for using vast amounts of online content (news, books, lyrics) to train AI models like ChatGPT, with major cases from The New York Times (NYT) and authors seeking damages and content bans, plus a recent German court ruling against lyric reproduction.” We see the setting that they either settle, or lose whatever data they have and there are numerous other settings that are thrown into the mix. And whatever is in the design law database, because there is every indication that these trademarks were also broken in numerous places and Microsoft has no place to turn, they are in it for the big bucks and whilst some are ‘driven’ to reconsider their options, the amount of people who are not considering that, is a growing amount of people smelling the scent of dollars and they are hungry. I reckon that those non-Americans are even more driven to those dollars than the Americans are. It comes down to (a massive speculation) that gets them up to 100 billion and that was before Sam Altman was hoping for a $800B incentive. That is the short and sweet of it, so as we look at the article seeing

““This is the first case seeking to hold OpenAI accountable for causing violence to a third-party,” J. Eli Wade-Scott, managing partner of Edelson PC, who represents the Adams estate, told Decrypt. “We also represent the family of Adam Raine, who tragically ended his own life this year, but this is the first case that will hold OpenAI accountable for pushing someone toward harming another person.”” You see, “first case that will hold OpenAI accountable for pushing someone toward harming another person” is a deeper step than some lawyer pushing that OpenAI was driving a person to some extend, that is no harm, or merely applied harm to self, do you have any idea how many lawyers will demand to see the algorithm and the programmer who wrote it? That will be a mess that takes almost years to sort out, in that same time, Google will progress Gemini 3 much further making OpenAI lose investors and they are as sketchy as they will ever be.

So whilst we see the sparks come, we will see a lot more issues surface and they are not all on OpenAI, but I reckon that some lawyers will play it that way, because that is where the money is. 

So you all have a great day, it is still 39 degrees in my living room so I am placing my mattress in the freezer, not sure how, but I need to get some sleep at this point.

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December 18, 2025 · 23:58

The wrong focus

Two messages passed me by today. The first one was given to us by CNBC (at https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2025/12/17/oracle-stock-blue-owl-michigan-data-center.html) with the headline ‘Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center’ and I wonder why the headline wasn’t ‘Blue Owl Capital pulls out of funding $10 billion data center’ with the optional added “the project remains “on schedule” but that Blue Owl was out of funding talks.” And as we see “Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.” And when we see “the plans fell through due to concerns about Oracle’s rising debt levels and extensive artificial intelligence spending, the FT reported, citing people familiar with the matter. This comes as some investors raise red flags about the funding behind the rush to build ever more data centers. The concern is that some hyperscalers are turning to private equity markets rather than funding the buildings themselves, and entering into lease agreements that could prove risky.” I am wondering why the focus is Oracle and not Blue Owl Capital. Even as others give us ‘Blue Owl Capital (OWL) Is Down 7.1% After Liquidity And BDC-Merger Lawsuits Surface – What’s Changed’ (at https://simplywall.st/stocks/us/diversified-financials/nyse-owl/blue-owl-capital/news/blue-owl-capital-owl-is-down-71-after-liquidity-and-bdc-merg/amp) with “Blue Owl Capital has faced multiple securities class action lawsuits alleging that it misled investors about liquidity pressures tied to redemptions and the planned merger of its business development companies, following weaker-than-expected third-quarter 2025 results and contentious merger terms for OBDC II shareholders.” As well as “Beyond the legal claims, the controversy has highlighted how liquidity constraints, redemption limits, and potential valuation “haircuts” inside key private credit vehicles can affect confidence in Blue Owl’s broader fee-based asset management model.” So the setting could be “Oracle dips because Capital Asset Management cannot get their settings right” it is a speculative statement, but it does hold water in light of what we are shown, so why CNBC focusses on Oracle and not on Blue Owl Capital is beyond me. Is it because kicking a true innovator is more sexy than a Capital Asset Management player? I feel slightly protective of real innovators and as far as I can tell Oracle has been a power for innovation for over 45 years (yes I am that old).

So when we see “Blue Owl Capital’s narrative projects $4.2 billion revenue and $5.1 billion earnings by 2028. This requires 17.5% yearly revenue growth and about a $5.0 billion earnings increase from $75.4 million today.” And there is the real culprit, players like Blue Owl need to make money and the entire setting for what they call ‘AI’ will not show revenue for over 2 years and that is what is hampering these players (as I personally see it).

So when we see “The person added that Blue Owl was also concerned that local politics in Michigan would cause construction delays. Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks.” I reckon that Blue Owl will move out of at least one other project, as such some players need to step up and it goes without saying that these ‘money makers’ will see stretch marks in their projected revenue womb and it will be a nasty setting for those that are relying on profit per quarter and that was the setting I foresaw almost a year ago and a setting that will bare scrutiny because there are trillions invested and some makers of money will start to realise that as they aren’t making enough money for their shareholders, they will become nervous and as I see it, Google has the inside track now and those relying on OpenAI and Sam Altman will start to see their revenue falter, it is no longer a one player game and that is before we consider where Huawei is going in all this. 

The second article ‘Amazon Set to Waste $10 Billion on OpenAI’ (at https://247wallst.com/technology-3/2025/12/17/amazon-set-to-waste-10-billion-on-openai/) the question becomes. Is it really wasted? We see the first setting “OpenAI, which until recently has been the leading artificial intelligence (AI) company in the world, has raised money from a long list of investors. Some are venture capitalists who are simply writing checks to get returns. However, another list consists of money or strategic deals with Microsoft, Oracle, Softbank, Nvidia, and, soon, Disney.” This part raises a question “Some are venture capitalists who are simply writing checks to get returns” the question is part of a timeline. When they get the money is another part of this equation and time is  the factor that holds these money loving parties in check, or not as the timeline shifts towards 2028/2029. So as we consider “Bloomberg reports, “OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp.” Amazon is a tiny player in the AI chip business. Nvidia Corp. (NASDAQ: NVDA) dominates, with a market cap of $4.33 trillion, which makes it the most valuable company in the world. Put plainly, the Amazon deal is part of the dangerous “round tripping” that goes on in the industry. One company invests in another. The company that gets the investment uses the money to buy products or services from the investor.” I see something else. Whilst we get that $4.33 trillion is an important part, the larger setting is becoming “Amazon deal is part of the dangerous “round tripping” that goes on in the industry” this implies that “a company selling “an unused asset to another company, while at the same time agreeing to buy back the same or similar assets at about the same price.”” I see it as double dipping, so we have now (apparently ) arrived to the point where the double dipping is greedily seen on 10 billion, whist the invested setting is over 900 times larger. I personally see that as a new venue towards the bottom of the creamy barrel that everyone wants to dip their wallet in, the setting is spend and the money is gone (or at least locked into a set stage of non-revenue) and that is the second setting I see breaking the economic settings apart in 2026, because this will erupt into something a lot less nice long before we reach 2027 and that is close to 2 years ahead of incoming revenue. Do you still think I am boasting? This is not a boast. It is disappointment, because that setting was clear to me almost a year ago when I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) So I saw this coming a mile away and the others were in the dark? I am not that intelligent, I am pretty clever sop these high paid economists should have see this long before me, or were they hoping that THIS time they could outsmart others? Greed is a vicious circle and will only propagate further greed a game without winners and all who play it lose, or they sell others down the river to get their goods. So how did that end in 2008? The movie Inside Job has a few markers, but who ended the game with a full purse tended to be awfully little and they wasted trillions on that idea and now we get a setting more intense and with more money at play all whilst the previous setting is still hurting a lot of people. Now, the impact will be a lot more dangerous with too many people relying on the setting others give whilst not giving them the full story. How does that usually go over?

A stage that could sink America as I see it, but perhaps I am just a radical depressed individual. Have a great day you all. My Friday begins in less than 5 minutes.

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December 13, 2025 · 21:10

Orchestration

That was on my mind when I was considering a few settings. Orchestration by the media no less. To get the full view to this, I need to explain a few items. The media has NO responsibility to print (or news talk) on any given subject. And there is something called Defamation by omission. 

While defamation typically involves publishing a false statement that harms a reputation, an omission of facts can potentially give rise to liability if what is published is rendered misleading or defamatory as a result. The test is whether the omission gives a defamatory meaning to the published material that would not otherwise be present.

So it does exist, but the setting is extremely difficult to prove. There are more provisions, but they will not be applicable to this setting. As such I leave them by themselves. So two weeks ago we got all that Code Red settings in regards to OpenAI, they were not giving us that they would have to WOW the audience, or was that me saying that? So a few days ago ChatGPT released 5.2 and as far as I can tell there are several dozens of articles, but only Wired gives us some of the goods

With: “OpenAI has introduced GPT-5.2, its smartest artificial intelligence model yet, with performance gains across writing, coding, and reasoning benchmarks. The launch comes just days after CEO Sam Altman internally declared a “code red,” a company-wide push to improve ChatGPT amid intense competition from rivals. “We announced this code red to really signal to the company that we want to marshal resources in one particular area, and that’s a way to really define priorities,” said OpenAI’s CEO of applications, Fidji Simo, in a briefing with reporters on Thursday. “We have had an increase in resources focused on ChatGPT in general.”” Publication and presentation talk, Sam Altman is great at that. But the media? Where are they? Who actually looked at them for the last few days? Where are those articles? 

I am not out for blood, or out to get Sam Altman, I am out to get the media. They are all about the danger setting, but this is becoming out of balance and the media loves their digital dollar raking, but enough is enough. They need to fess up to the settings and do something about it all. If ChatGPT 5.2 is great, fine. I don’t mind, but I want to get the goods and the media is falling short in several ways. Venezuela, OpenAI, Israel, Saudi Arabia and that list goes on, they are (as I personally see it) catering to their need for digital dollars as long as it agrees with the stakeholders they are reporting to.

The Wall Street Journal (at https://www.wsj.com/articles/openai-updates-chatgpt-amid-battle-for-knowledge-workers-995376f9) gives us “The release comes about a week after Chief Executive Sam Altman declared a “code red” effort to improve the quality of ChatGPT and to delay development of some other initiatives, including advertising. The company has been on high alert from the rising threat of Google’s latest Gemini AI model, which outperformed ChatGPT on certain benchmarks including expert-level knowledge, logic puzzles, math problems and image recognition. The new OpenAI model was described by the company as better at math, science and coding benchmarks.” And as I see it, nearly all the media gives exactly the same lines and no one is actually looking into how good ChatGPT is now, or even whether it is or is not. There are investors with Trillions on the line and the media is playing the “distancing game”, only when things go bad they are tripping over each other giving us the lines and at that point the stakeholders have the like it or lump it.

Is no one noticing that part of the equation? 

So, is GPT-5.2 the WOW result everyone is banking on? Did it defeat Gemini 3? I don’t know but the media should have been all over this and they aren’t. As I see it, this is a form of orchestration but to where I don’t know. Is it about the trillions invested (I see that as liability towards investors) is it about the absence of excellence (I see that as liability towards both Google and OpenAI) and there is the liability towards the readers or listeners of whoever they service. So this isn’t defamation, because in all, the media did nothing really wrong. But they sold us short whilst claiming they are there for us and they are not.

So is it me? Or is there is larger setting that is ignored by too many?

I know that some will not agree with me, but after the days of the Code Red, where are the media results of what OpenAI/Sam Altman produced? Not the same hundred words they all seemingly give us, but the real results, the real tests and the real impressions. I haven’t seen one result from them. Even with my limited knowledge (I never used ChatGPT) I could drum up a few tests in seconds and I would put both Gemini 3 and ChatGPT5.2 on the road. I could let them lose on a few of my articles and see what they both come up with and how long it takes them. Something EVERY baboon working in media (sorry, not sorry) could have come up with in mere seconds. Isn’t it lovely that they never came up with that? Think about that for a moment when they give you another runaround on Oracle, like Quartz ‘Oracle’s big AI dreams are freaking out Wall Street’ and Forbes with ‘Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell’ all whilst no one is looking at the true and real value of Oracle. No, the investors must be spooked (for whatever reason). So you all have a great day, we are nearly all in Saturday now and I am a mere 170 minutes away from Sunday. 

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December 8, 2025 · 22:58

A Peter Sellers world

That is what hit me when I saw ‘How I Learned to Stop Worrying and Love the Bubble’ (source: Bloomberg) which comes from Dr Strangelove where we get “How I Learned to Stop Worrying and Love the Bomb” it started a larger set of thoughts. 

I didn’t use that article as Bloomberg uses a paywall. And it starts with yesterdays article in FXLeaders (at https://www.fxleaders.com/news/2025/12/07/oracles-ai-bubble-bursts-peak-glory-at-345-now-a-217-hangover/) where we see ‘Oracle’s AI Bubble Bursts: Peak Glory at $345, Now a $217 Hangover’ we are given “ORCL ended the week at $217.58, up 1.52 percent, but it still had a 37 percent hangover from its 52-week high of $345.72. This is a microcosm of growing concerns about debt loads, AI infrastructure spending, and whether the “infinite demand” narrative for AI compute can withstand real-world economics.” As well as “Oracle’s recent decline in stock value reflects broader market concerns regarding the high valuations of AI-related companies, as its forward price-to-earnings (P/E) ratio exceeds 33. The company projects revenues of $166 billion from cloud infrastructure and $20 billion. Investors adopted a “sell the news” mentality, raising questions about the sustainability of these forecasts. Oracle’s fundamentals remain solid. The company experienced  52% growth in cloud infrastructure and has $455 billion in remaining performance obligations (RPO), largely due to its partnership with OpenAI. Currently, the stock is trading at 13.9 times projected earnings for the end of this decade, leading some investors to view the decline as a potential buying opportunity.”

As I see it Oracle passed their burst bubble setting. And whilst we see ups and downs, I would unreservedly trust the Oracle stock to be a beacon of steadiness. It might not be sexy, but it is a trustworthy sign for those who need a decent return on investment.

Or as Peter sellers would say:
“As long as the roots are not severed, all is well. And all will be well in the garden. Yes! There will be growth in the spring!” (Source: Being there) it was a better time and weirdly enough the age of Peter Sellers applies to the days that 2025 brings. And from that setting we get to MyNews (at https://sc.mp/ihj4g) where we see ‘Why 2026 will be the year AI hype collides with reality’ an opinion piece that gives me “The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals” but the stronger setting is given with “Speculative assumptions guiding trillions of US dollars in AI investments are colliding with real-world obstacles. Escalating costs, stratospheric stock valuations, tenuous collaborations and energy bottlenecks are compounding the inevitable challenges when new technologies struggle for profitability. Many are worried the bubble may be bursting. Morgan Stanley projects that the cumulative amount spent worldwide on data centers could exceed US$3 trillion by year-end 2028. China’s AI investment could hit 700 billion yuan (US$99 billion) this year, 48 per cent more than last year, according to Bank of America, with the government supplying US$56 billion.” There is a setting for both ‘AI investments are colliding with real-world obstacles’ and ‘worldwide on data centers could exceed US$3 trillion by year-end 2028’ the weird feeling I have that it will not get this far, this entire setting will implode before the end of 2027, investors will stop feeling lovingly towards the boom that is not coming and will start feeling pressured that the terms required that will grow erratic setting for the need for greed and that is the setting that comes along long before 2027 is reached. 

Then we get to AOL who gives us (at https://www.aol.com/finance/goldman-sachs-issues-warning-ai-103249744.html) where we are given ‘Goldman Sachs issues a warning to AI stock investors’ where we are given ““Our discussions with investors and recent equity performance reveal limited appetite for companies with potential AI-enabled revenues as investors grapple with whether AI is a threat or opportunity for many companies. While we expect the AI trade will eventually transition to Phase 3, investors will likely require evidence of a tangible impact on near-term earnings to embrace these stocks. Unlike Phase 2, there will likely be winners and losers within Phase 3,” Goldman Sachs US equity strategist Ryan Hammond wrote in a new note on Friday. Hammond thinks AI investment as a percentage of capital expenditures could be nearing a climax. In turn, that sets the stage for overly upbeat AI investors to be let down if earnings don’t come in strongly in future quarters.” As I see it, when we are given these settings everyone seems to get concerned, so when we get in addition “Salesforce (CRM) and Figma (FIG) got drilled on Thursday after their earnings reports didn’t wow. It’s clear that the hype on their earnings calls wasn’t enough to paper over soft areas of the earnings reports. Growing concern on the Street centers around the pace of AI demand by corporations, given what looks to be a slowing US economy.” As I stated this before, the need for greed overwhelmed everything. When the setting of NIP (Near Intelligent Parsing) is not clearly laid out and it is caught in the waves of board of directors and Investors believing that they have the AI solution everyone is looking for you gets a larger setting, consider that and consider what happens when OpenAI “fails to wow” the investors, or even a delay and it all comes to a large shutdown and that is even before we see 9 News giving us “A Sydney data centre that will host ChatGPT is being hailed as a win for Australia, but an expert warns the country lacks the energy supply needed to power it reliably” I gave a few months ago that there would be an energy problem on numerous levels and now we are seeing that whilst we are dealing with the the fallout of other settings. And less than an hour ago Deutsche Welle gives us ‘Google raises AI stakes as OpenAI struggles to stay on top’  with “Given those strengths, Adrian Cox sees “a very high probability” Google will have the leading model at least into next year — not OpenAI. OpenAI’s priority, he says, is identifying a business model capable of funding a user base that could soon approach a billion people per week.” This is not about OpenAI, I did that already, the larger frame is set in the perception of whatever the bubble is and I believe that there are two factors that the media doesn’t want or is avoiding to include. First there are the doom sayers trying to early burst confidence in favor of short gains and then there are people trying to short on whatever they can so that they can get another jolt of profit and they are all out trying to set social media on their side. 

So if this is the prologue of what is about to unfold we are in for a jolly good time, and as I see it, there is a chance that Christmas for some will be a disaster.

I wanted to include more of Peter sellers, like the Party or the Pink Panther but I am running out of juice. But there was one more thing and I got it from the Independent about an hour ago. It states ‘OpenAI rushes out new AI model in ‘code red’ response to fears about Google’ (at https://ca.news.yahoo.com/openai-rushes-ai-model-code-105822611.html) that was the snippet I was hoping for. With “The ChatGPT creator will unveil GPT-5.2 this week, The Verge reported, after OpenAI CEO Sam Altman declared a “code red” situation following the launch of Google Gemini 3 last month. Google’s latest AI model surpassed ChatGPT in several benchmark tests, including abstract and visual reasoning, as well as advanced knowledge across scientific disciplines.” But that comes in a setting, you see, I stated in ‘TBD CEO OpenAI’ two days ago (at https://lawlordtobe.com/2025/12/06/tbd-ceo-openai/) “in a software release any of a hundred things can go wrong and they all need to go right at present.” And when things are rushed out things will go wrong. But there is a snag, for this to happen The Independent article had to be correct and as they are the only one giving us this, there is no real verification available. But when you are in a stage when bubbles go boom (or plop) all the available facts become important. And I massively wish that a Peter sellers setting would help me out. And perhaps in view of this, his classic phrase “It’s no matter. When you’ve seen one Stradivarius, you’ve seen them all.” Especially when looking at NIP software. But that is also the snag. I have seen excellent applications and I have seen lesser ones. I reckon that it amounts to who plays the violin, if it is a creative person that person will find new life in whatever that person. applies NIP to, if it is a salesperson it will be about maximizing greed and that setting tends to have limitations on several degrees. In addition we are given “The new model was originally scheduled to launch in late December, but will now be released as early as 9 December.” I understand the pressures that come with this but they better understand that early launch bring dangers and investors don’t really like to be spooked (they also don’t like them) What we see is open to interpretation and it is a valid thought that my views are also open to interpretation. 

So in this I leave you all with a presenting view not unlike Peter sellers would say “To see me as a person on screen would be one of the dullest experiences you could ever wish to experience” and 

As you I have never been in a movie (at least I don’t remember being in one) you are spared that dull experience. So have a great day and don’t forget to love the bubble (if you haven’t invested your wealth there).

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