Tag Archives: Sam Altman

Reasons for a ban

That was what I saw and I questioned it, because when any White House bans a media station as vanilla as CNN, something else is going on. And I have been on the fake news setting for months and there are enough of them to give shouts on, but CNN? That’s like banning vanilla for being non-chocolate flavored. It almost makes no sense. Almost being the operative word. So I started to look deeper and by jove, I’ve got it. You see less than 24 hours before the ban CNN gave us an article named ‘The real reason for Trump’s pedal-to-the-metal approach on AI’ written by Allison Morrow. Yes, yes, his favorite kind of journalist, a girly girl that does not care about his ‘delusional magnificence’ gave us a few real questions to wander about and that could have been the reason for banning them (I merely said could). You see the story (at https://edition.cnn.com/2026/09/18/economy/trump-ai-economy) gives us a few hard settings. The first being “President Donald Trump is suddenly at odds with AI’s leading executives over the largely unchecked development of AI technology. And it may be because our economy can’t afford a slowdown.” A view I have had for some time and there is a chance that some are waking up to the real peril the United States its in. And I think it is the realisation that “Trump’s pedal-to-the-metal approach suggests he may be more concerned about a bigger question: What happens to the US economy if the AI fever breaks on his watch?” And I get it, all this fake AI and people might wonder what happens when this fake AI gets to show the weakness of its fakeness and starts asking (en masse) the questions the media (in a world according to Trump), needs to hide for the good of America. This setting has run its course and the problem is that these questions are coming to the surface of nearly all fields and there is not much that this president can do to prevent that from coming to the surface. He could ban them to the White House and have them fish behind the netting what have been fished clean. That is what he might be thinking, but the story isn’t that pretty. So when we get “There are a lot of ways to slice the metrics on just how dependent the US economy has become on AI (and AI-adjacent) spending. ING estimates tech investments dominated by AI and data centers account for a third of year-over-year economic growth in 2026. Goldman Sachs’ chief equity strategist recently told CNBC that AI investment is driving half of all the profit growth in the S&P 500.” But I have said it on several occasions. Considering that nearly all of the “AI investment is driving half of all the profit growth comes without a return on investment for close to a decade” so what happens when there is no coinage linked to these investments? That is the question that the media to the largest degree is mismanaging. Now we see one article that brings that to the surface and they are banned?

So has anyone looked at Stargate LLC lately? A planned $500 billion investment over several years, it was going to be such a beautiful solution, all whilst there is no return on investment planned for the better pat of at least a decade and it will (according to some) create over 100,000 American jobs, so in this age of mass redundancies. Did anyone consider what happened to that project which was last years great solution? 

So what happened to OpenAI (operational responsibility), SoftBank (financial responsibility and chairmanship via Masayoshi Son), Oracle, Microsoft, Nvidia, Arm, and MGX? I am merely asking, but in light of this CNN article, these questions also come to the surface. As such questions in the open and whilst CNN gives us “AI bulls believe it is the defining technology of our time, and that the stratospheric share prices it’s creating are just one of its many benefits. With widespread adoption in the future, the thinking goes, AI will turbocharge productivity the way the internet did at the turn of the century.” What matters now is that all this AI is fake and no one is wondering what happens over the next decade, because these data centers are in some form currency and when fake currency comes into the main setting of everything there is a bitter aftertaste and this is now seemingly surfacing. You see, the only real AI that we should embrace is now called ‘true AI’, but this is the AI that Alan Turing wrote about in his papers and if True AI is AI, then all the other puppies called AI become fake AI and that is the fear that President Trump has, because when the people realise that all the AI settings are fake, president Trump’s economy is collapsing near immediate and that is the real fear he has. So whilst he will come with all the film flam talks he can and how ‘amazing’ these AI players are, they need to see that all this fake AI is merely Machine Language with Deeper Learning and LLM in places are real solutions and they are at times great, but it is not AI, not even close and that is the setting they are all hiding. A sales talk that was placed in an overreaching setting and it s now coming to light. And this multi trillion dollar bluff is coming to bite all the players in the ass and whether it is a validated setting is beside the point.

And all along we now get OpenAI giving us ‘OpenAI reveals six more safety issues and unveils plan to disclose incidents’ (source: BBC) but first we need to conclude a few parts in the CNN article. You see we are also given “The icing on the cake, said Sonola, is the wealth effect. People with stock portfolios exposed to AI are feeling flush, and they’re spending lavishly — further helping prop up America’s consumer-centric economy. Whatever people’s personal beliefs about the technology, the money going into it is keeping the world’s biggest economy humming. If that money train stalls, the effects won’t be contained to tech investors on Wall Street.” Which is finished by “Last week, ratings agency Fitch ran a scenario imagining the economic outcome of an AI-related downturn, with US stock prices falling around 35% over six months, roughly the median decline of past financial busts. The result was that the economy would go into recession, with GDP contracting 1.5% next year. To be sure, there’s no guarantee, or even specific indication, that the music is stopping anytime soon, and Fitch noted that “a sharp decline in US equity prices is not our base case.”” Butter is the real danger, the US economy can never survive a 35% stock drop, I am willing to guess that even a 15%-20% drop in stock prices fall will basically end the US economy. That is the dark side of a $40 trillion billion bill with interest due every year (optionally paid in months) but that will end all of this quite quickly. 

So now we get the BBC piece and we get one little gem there. It is “In the blog, OpenAI detailed examples of its AI models misbehaving so they could achieve a task or succeed in a test. The incidents included the models generating instructions to get around restrictions imposed on them, hiding mistakes and fabricating information. The firm also announced a new system to track, investigate and disclose cases of models misbehaving, or “misalignment”.” Now consider that this is Machine Language with Deeper Learning and not AI. So when will someone ask the programmers what is going on? I reckon these people are filtered away into ‘protected’ jobs. But the question remains and the effect on OpenAI with its operational responsibility to Stargate LLC is largely ignored and these questions are surfacing now, not just by me, but all over the field. And the investors are starting to get worried about the money they put into this, because those investors will lose a lot more than 35%. So when did you last see any investor not worried about his investment? I’ll hold the egg timer, you go look and the answer will scare you, because all this is pushed to nearly every corner and these corners are quietly praying that no one will wisen up, because it is their livelihood that is under fire at present. We get Google Gemini telling us (yes, I see the hidden hypocrisy there) “Artificial intelligence isn’t just replacing tasks—it is actively fueling and creating millions of new roles while transforming billions more. Rather than a simple number of “AI-fueled jobs,” major economic and labor data point to a massive wave of job creation” but the smallest setting is not investigated. How to validate and verify  the so called AI data. So far there is not much of this going on and these are the massive requirements, because AI that runs on invalidated data and unverified data is by definition fake, so who is looking into that? Because if you cannot see these parts, what are you looking at?

Just a few little questions to ask and now wonder what parts did Politico get right? Perhaps it was ‘Poll: Americans say there’s a serious risk of AI destroying humanity’ three days ago. So as I see it there is something a lot more scary than the Epstein files. The knee-jerk actions of President Trump indicates this by his scared demeanor. 

Have a great day today.

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Changing the byline

That is the setting I see and whilst the BBC (at https://www.bbc.com/news/articles/cqgk5e2j0gg8o) gives us ‘AI ‘kill switch’ may need to be mandatory, Anthropic co-founder tells BBC’ a mere 5 hours ago. I had my thoughts. So, as we see “An artificial intelligence “kill switch” which can be checked by a third party may need to be mandatory for companies, a co-founder of one of the world’s largest AI firms has told the BBC.” I see something different. So when we get to “Clark said “most labs have different ways of being able to pull the plug”, including Anthropic, but said lawmakers may need to enforce having one. AI’s rapid development and fears over the risks it poses to humanity have been thrust into the spotlight by a series of warnings from executives and staff at AI firms.” And when we get to “Anthropic chief executive Dario Amodei over the weekend called for the pace of AI development to slow and be more closely monitored, as the company has done before, though some have questioned the motivations behind this.

Amodei added that any action to rein in AI development should be done “without sacrificing commercial advantage”.” Thoughts started to overwhelm me. Some people state that the setting is about “AI’s rapid development and fears over the risks it poses to humanity” I don’t think that is the case. I merely think it is what some will ‘present’ the setting that we are given and most people are willing to go along with that. There is however a larger concern. You see I have had my meetings with these AI boffins and they all have the same setting towards validation and verification that is in play. There isn’t any of it, and when it is there it is there in the most ludicrous basic ways. You see, there is just one step (just one) from AI hallucinations (which is a confident response from an artificial intelligence system that contains false, misleading, or completely fabricated information presented as fact) and it is seen as Invented statistics, historical errors, or nonexistent legal citations, as well as Citations to books, research papers, or URLs that do not exist. I have seen this and I have seen that the settings that this represents to court cases are numerous and we have seen n the news several settings. But the larger concern is that between that and an AI actually overwriting factual matters of any corporations is only one mere step and these fake AI vendors are insulating themselves from that fact by ‘employing’ a kill witch, so that they can avoid getting called into court by setting the stage of ‘Did you use the kill switch?’ And that  is the setting I see. So whilst we are given (by the BBC) ““Should you mandate for companies to definitely have a kill switch? Is that kill switch verifiable by a third party?” he asked.

“I think that’s the kind of thing society is going to want to know and might want to eventually pass rules around.” Anthropic, which was formed in 2021 by a group of former employees of its rival OpenAI, is currently at the centre of a debate around AI safety. Last week, a post from an artificial intelligence researcher who quit Anthropic over concerns AI could wipe out humanity went viral.” So is this really about “over concerns AI could wipe out humanity”, you do know that Cyberdyne is just a figment of the brilliant director named James Cameron, it was ahead of its time and we aren’t nearly there yet, but the kill switch scape goat is one way to counter the class actions heading their way and whilst some can’t be avoided, the larger concern is what will happen in 2027, because that will be the truncator of their wealth and they are seeing the stoplights and they want to insulate themselves from their fake AI. They rode the waves as much as they can, but the first blockages are showing and now the cautious people are rearing their heads. I see all the complacencies showing up (like figment court cases) and that is merely the beginning, but the setting that corporations factual data is overwritten or wiped is only one step away and I reckon that these people want to insulate themselves and as they are coasting their vessels of wealth towards sunny shores, they have no other option but to insulate themselves and their wealth. 

Funny that I saw these court cases come up a long time ago. I never saw this part, but this part makes sense. When your training data is based on reddit (whilst we are given “Major AI companies train their models on nearly all of Reddit’s public historical archive”) is this continuation of dangers weird or unsuspected? As I see it, when even one factual data is overwritten by some fake AI juiced up on reddit, the setting gets ugly in a hurry. And that is what these people are ‘misrepresenting’ and crying now for some kill switch, because the kill switch is not for the AI, it is their escape clause. So whilst you might doubt me (always a fair setting) I have written about the fake AI setting for the longest time. 

So someone asked me what makes binary AI surreal? I give them the same setting every time. Take any colored image (example 600 by 600 dots) and run it through plotter printing only black and white dots on a colored piece of paper (green, red or blue) then do it on the same kind paper and instead of black and white, add the option to do this in black, white and 16 greyscales. You will see that this image is much more precise and revealing. This is the setting between binary and trinary this is why all AI is fake and it gets to be worse when you consider that you need a lot more data describing in binary what requires trinary and that is why I was on this horse all along and I have been on it for over 10 years, but the players all think that they have the golden goose and I merely cannot see what it is. Well, It is ‘advanced’ predictive analytics. These AI cannot reason, they work the numbers, go with statistics and it is nice if it is a set field, when they go towards never encountered situations, it all falls apart. This is the weakness of these fake AI’s and it is not whether I hate AI, I merely don’t trust it, because it is not AI, and Alan Turing would have my back on this. 

So whilst you think that I am “Full of Sh*t”, which is your right. My predictions are given form through my blog and in 2025 I predicted that 2026 was the year of AI class actions and now we see “Broadridge’s 2026 Global Class Action Annual Report highlights that global class action activity recently produced around $4 billion in settlements across multiple jurisdictions from roughly 130 major claim-filing deadlines” as well as “According to the Duane Morris Class Action Review, the combined value of the top 10 highest settlements across all substantive areas previously crossed the historic $70 billion mark, showing how massive individual mega-settlements drive the ceiling of total class action value” and “In the U.S. and global financial sectors, recovery momentum has accelerated into 2026, with an increasing number of nine-figure and $100M+ securities settlements closing out the mid-year milestones”, as such my predictions are holding up neatly. And now these vendors need insulation and they are thinking (optionally correct) that a kill switch might take the dangers to their wealth away. And I get that these fat cats want to insulate their wealth and insulate the dangers to them, but the BBC should have a greater need to look into these dangers and that is why I took this article as an example. I reckon that it is not only the BBC going after this. As I see it, Dario Amodei, Sam Altman and Elon Musk are all in agreement to slow down, but I reckon it is because they are seeing the dangers heading for their assets and they are in it too deep (as I personally see it). 

As I see it, this is the heading that we are seeing happen and soon there will be some (optionally fictive) revelation and that is when the stage changes and we will see massive amounts taken out of the AI field. When that happens there is no Jensen Huang claiming that there is no bubble, the court cases that will be an exploding setting will shut that down in a hurry. 

But what do I know? So you all have a great day today and I will be watching from the docks watching the good ship bubble explode near the parking zone. And I can say this whilst I have been preaching these dangers for nearly a decade. Where exactly where you a decade ago? Consider this setting and enjoy your day. 

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Allies? Friends?

That is what it looks like for me, where are the friends of Canada, where are its allies? The media exploits anything they can lay their fingers on for the mere setting of creating clickbait, but where is the news? There is some news and it was given to me by the BBC yesterday (at https://www.bbc.com/news/articles/c4g4r4lxx25o) the story ‘The US-Canada trade war in 5 charts’ gives me the goods, but it leaves me with a whole range of other questions. We get the first chart where we see ‘Trade war hits Ontario hardest’, which gives is a chart where we see that British Columbia is hit hardest with 13.8%, then we get Quebec with 11% and then Ontario with 9%, but Ontario being the largest population with Toronto and Ottawa and several smaller ones taking care of almost 5 million people, giving us a little over 12% to the Canadian population. But where is the outrage of Commonwealthians? Where are their allies? Who stood up for Canada? If not what is the meaning for the entire Commonwealth if they cannot rely on their friends, all for the sake of an orange joker in the form of the President of the United States? Even now the White House is giving us “In the biggest oil deal in world history, President Donald J. Trump has secured U.S. majority control of more than 65 billion barrels of proven oil reserves in Venezuela – vastly expanding our current U.S. territorial proven reserves of roughly 46 billion barrels. This deal secures our energy dominance for the next century—all at zero cost to the United States. The deal, signed by Secretary of State Marco Rubio and Secretary of War Pete Hegseth, gives the U.S. government powerful governance rights, economic ownership, and guaranteed low-cost off-take from a new private Venezuelan oil champion, which will be the second-largest private oil company by reserves in the world:” So where is that payment into the coffers of Venezuela? It only shows us that the right of the bully is the only one seemingly to count. And whilst I believe that this is the one of the final steps of a nation insolvent as ‘****’ (that stuff that makes the grass grow in Texas) and the lightly sprayed setting of “all at zero cost to the United States” so far I see AI training data bases stealing my IP at zero reward to me by allegedly (unverified) parties at Google, Anthropic, Grok and OpenAI, but zero cents in my bank accounts (let alone the minimum required setting of $25 million). So is that what the United States amount up to? Take it all and send them nothing? OK, lets also see that allegedly Sber/Yandex was also participant in getting my data at no expense to them, but that is merely the setting that Russia and the United States are both equally no good. So at which point can we see open support for Canada from Commonwealth nations like the United Kingdom, Australia, India and New Zealand? I a lacking that view, or it might be that the media isn’t willing to show that their is more than a circus of media setting whilst none off them express the old saying of “A wise man can play a fool, but a fool can’t play wise.” And we got one mortal combat styled video like that

Weirdly enough, there is no image where we see that Carney won (massively) none of those images made it into Google Search, I searched all over Google and I saw one image where the opposite is given, that is the amount of image manipulation we see. So as I see it, there is too much media acting against Canada. 

Then we get the ‘Impact of Canadian counter-tariffs on US states; Value of US exports to Canada to be affected by tariffs (in billions of C$)’ where the states are hit with return tariffs from $77 million up to $3.2 billion, and that chart looks less menacing. And the ‘added’ setting is that “According to data by the Royal Bank of Canada, the average effective US tariff rate on Canada in June was 2.9% – the lowest among major US trade partners. It has now nearly doubled to 5.7%.” Which could be true, but the setting of cost is there. So where is the outrage, where is the media giving us James Murray that he is improving import of Canadian goods, optionally replacing the United States? Where is the the Hon Don Farrell, Minister for Trade and Tourism stating that he is giving preferential treatment to his peer Canada over the United States? Because that is what a true ally does. And apparently we seemingly get nothing.

Or is that the media playing it coy with the true settings of the Commonwealth? It might be me, but that is what I see. So, whilst I understand that we are given “Bank of Canada statistics suggest that Canadian firms are exporting more to countries other than the US since Trump’s return to the White House in January 2025.” So why do we get ‘suggest’, all whilst there should be data? Just a little consideration for you readers. I get that we are given “Canada’s exports beyond the US have risen sharply since tariffs were introduced”, the chart does not show clearly that it has been reduced, only up to April 2026 ad it is now almost at the old stage, the only thing is that there is more export, if that is true the tariff should bite as much, because that would show and then there is the power and water setting. The United States is highly dependent on Canadian power. So as we are given (by someone) that “Canada supplies electricity to roughly 1.5 million homes and businesses in the United States, primarily from provinces like Ontario and Quebec to neighboring U.S. regions including Michigan, Minnesota, New York, and New England” we hear that Doug Ford (Premier of Ontario) whistles a fine tune, but where are the invoices? According to AP News, where we see: ‘Could Canada leave US cities in the dark as part of the trade war? Not likely’, so where is the return tariff hitting the United States? I merely see Venezuela hiding its tail and the AP News gives a decent response here with:

But the truth of the matter is that other sources give “Canada exports a significant amount of electricity to the United States, providing power to millions of American homes, though recent trade tensions have sparked political debates over these exports” as such there is the setting of AP News “U.S. has enough other sources of electricity” against some stating “Canada exports a significant amount of electricity to the United States” and apparently missions of homes are in that mix, so where is that dollar for dollar bill? I am merely asking, because I truest most of the media as little as social media. 

But in all this the lack of support I see even now in Australian supermarkets and booze shops where American goods are reduced to lower shells and Canadian goods are on the visible shelves. And why is that? Is Canada not a Commonwealth brother (or sister)? Even places where we expect to see it first (namely New Zealand) I see nothing in the media (I can’t afford to take a plane to every setting I expect to see, which requires the yanks to pay for my training data and my  bank account is below $750, so yes that has not happened. (I would casually ask Sergey Brin to look into the matter as the has two hundred and fifty thousand million in his accounts), unless Gemini is utterly innocent in the matter, which I could question. But the 2,100 an hour for several days make me wonder that and as I am not showing the naked goods of a Hollywood star and I am not that good or famous (like Nicky Minaj, or MrBeast who has over 550 million followers) takes care of that part of the equation.  

And you might wonder why I put myself in the mix, the simplest setting is that we often take care of number one first (that would be the me part) and then the rest and the rest (mainly Canada) is too much ignored and they are left to fight for themselves, which I find distasteful and utterly unacceptable as a Commonwealthian. As such these questions are raised, where is the media, where is the outrage and where are the clear supports for Canada?

I let you figure that out and consider what happens when you get the pressure from the United States (like Venezuela), I think I am already feeling the brunt of that (through my empty bank account) but as we see this happen, were should we look? It is a fir question because as I have given other (non-US) nations options. It is not assurance that others will listen, so where is the outrage where a bully gets the frontline, the media, the limelight and seemingly the revenue? So are Canadians continuing the looks on Lake America, are Mexican ships still fishing on the Gulf of America? Are oil tankers passing through the strait of America? Just simple questions that seemingly have little or no answer.

Have a great day today and Sergei, I will be keeping an eye on my bank account (actually it also means that I need to same question from Dario Amodei, Sam Altman and Elon Musk) its mean to single out little Sergey for all this.

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Balancing innovation

So, after yesterday I cut the article short. There was a reason for that. I was adding what I am about to tell you yesterday, but I saw that the article was getting to verbose and that leads to people dumping all that effort I put into this (might not make sense, but that is what I found). So I kinda brushed on this in the past, but I was taking another look.

The game in question is Balance of Power, it was a cool game in 1985, but the political stage has changed. There is no longer the setting of the bad bear and the bald Canadian eagle, we have a lot more players and also technocrats. You know the grocery stores called Google (Alphabet), Meta (Facebook), Apple, Nvidia and a few more. There is also the stage of all that fake AI (OpenAI, Anthropic, Grok) and a few others and when we talk about grocery stores, we much also talk about the milkman, that wholesome concoction made by Palantir (Alex Karp) and now that the Middle East and the Gulf States are more potent players in the world influence stage. And then I had an idea. There is one setting that bothers this setting. No matter how strong we set the stage, the world is in too much turmoil. So the idea is as follows

W have an annual file and through online papers and quality papers (Reuters, BBC, CBC) and a few others, so as these organisations are set into the light their reputation if under duress though Z-Scores and it will take someone more clever than me to set that in motion, so I gathered that news (like ‘Nvidia, Microsoft, Amazon and Google Just Racked Up US$160 Billion in AI Gains- But There’s a Catch’) and these articles always have an impact on the company, as such it is important to keep as close to the news as possible and whilst these players all get a monthly/weekly adjustment. That game would get a lot closer to the reality of political simulation than the original of 1985 ever was. And whilst we add the channels of internet and clouds never to TC and radio there is an impact study that could be an educational treasury for universities as well as graduated people. Interesting that others never considered this setting or the evolution of games in new directions. It is not a simple setting, there needs to be an algorithm of people, optional implementation of Z-Scores and the formulas on how to do that, with the annual files that resets the entire setting to nil (to the bare annual file) and there is an offset to corporations, countries and political players in this setting and the algorithm needs to be done close to a thousand times and in todays setting this is pretty easy, but it needs to be done every day and that is a complex setting and I admit that this wasn’t possible in 1985, but now it is a clear setting and when we leave this to fake AI, it becomes easier. You see, it is all set to data and to achieved notions, not predictions and that is where even fake AI is an achieved setting and it could speed up the stage.

There is also the considerations that media needs to be set to consideration, because if you have one source, the Z-Scores might also be negatively impacted (as in less reliable) because the setting of a target (corporation/people) becomes set to negative Z-Scores (decreasing standing) and positive Z-Scores (increasing standing), but I am guessing that this might keep the game actual and optionally factual. 

So what is a Z-Score?
A z-score is a standardized measure that shows how a value compares to the rest of the data in a distribution. As such there is the setting on how is impacts. Some will say it is the wrong use of this score, but when we have the tech-dudes, we will get to a average value of these people. So far all good, but what sets the average of Sundar Pichai, Alex Karp, Mark Zuckerberg or Sam Altman? I am getting to the setting that like the old expression (from the 60s) in the dark all kittens are grey, but now in the limelight all tomcats are black as night and there is a difference between limelight and under the Lightbox. So I think I am in a good setting, but it is something that could spark its own debate. For countries another formula applies and it is almost the same but when we take political, religion and a few others settings in play, it is likely to become massively complex. 

So whilst this game can absolutely be upgraded, I also wonder if this could become a real educations tool for universities and political enthusiasts (do these people exist?) So, I have not worked out all the issues, but I tend to think that this is more the business of Chris Crawford who created to original game and it should remain his IP, I’m funny that way.

So whilst we see one game to be set into the 21st there is space for loads of other games to follow that setting and that is where Saudi Arabia has an edge, I have shown in the last two weeks that Saudi Arabia has the setting to make close to 10% of the invested amount through the upgrading of the old games, because they also have these IP in their setting now and this also implies that they could also improve the programming skills of the software houses they could unleash on all that gaming IP and they could even start a wave of games for streaming systems (which connects to the idea I had for at least two years). So as the setting clear towards the end of 2026, there is now a setting of balancing innovation, because the meaning of innovation is the practical execution of new ideas that create real value and improve products, services, or processes and that is what I have been doing for years and whilst others think it is folly. I have been playing games for the better part of 45 years over a dozen consoles, home computers and PC’s. So whilst we see that some are ‘written off’ as too old, or too limited, the reality is that these games were never considered to be combinable and that is where some of these games are the next influx of gamers and that is where those Business Analysts in these gaming houses, relied on Excel, but gaming is art and I have clearly seen that for decades. So now that Saudi Arabia has the IP for dozens of games, the rest is flying behind the wheelhouse (did I use the right expression?) They are now fishing behind the nets and whilst Saudi Arabia is gaining strength in this setting others will see that their old IP could be a decent setting for the future. So far I have seen on person cash in on his IP. It was David Braben and whilst he created Elite in 1984 (BBC Micro B/CBM64) , he renewed his game in 2014 and he made it an amazing game and it was well beyond the original and others could have that same setting, but they need to wake up.

Have a great day.

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A setting to consider

I saw an article that the Conversation released yesterday (at https://theconversation.com/sam-altman-says-were-in-the-singularity-with-ai-heres-why-hes-wrong-288514) the headline reads ‘Sam Altman says we’re ‘in the singularity’ with AI. Here’s why he’s wrong’, I have my own ideas of that Altman fellow and it is not all good. But this article reads right or better stated, it reads into my train of thought and I thought it was important to counter these thoughts whilst adding my own. So here goes:

Then we get “These deep neural network algorithms get pre-trained with vast amounts of training data. By the time you use one of them, the network itself is frozen in time. Every one of its billions of internal functions and weights – or “parameters” – is fixed. These AI models cannot change (or “learn”) while running. The model that broke into Hugging Face was identical afterwards to what it had been before. It learned nothing from what it did. Making an AI model smarter requires another training run with new, human-curated data, tens of thousands of specialist chips, and enormous energy.

So with “Every one of its billions of internal functions and weights – or “parameters” – is fixed.” Is dealt with above and I used merely 10,000 and not billions, so you start getting the issue, there is more and more data, none of this is verified or validated and as the data grows, so do the gaps. And these gaps are starting to get nasty. We are given “The model that broke into Hugging Face was identical afterwards to what it had been before. It learned nothing from what it did” the important part is the “learned nothing”, which gives rise to the (flatly called BS) that Sam Altman is giving us, because if there was a singularity, something would have been learned, that is seemingly not the case. 

So when we get to “Nor do these systems hold any goals of their own. They act on goals we hand them. Even AI agents – systems that run an LLM in a loop to work through complex tasks step by step – do not hold any goal internally. It has to be stored outside the model and fed back in with every single prompt cycle. Remove the loop, the scaffolding and the prompt, and nothing happens inside of it.” As well as “And yet, it has been trained on more text than any human could read in a thousand lifetimes, and will outperform nearly all of us at drafting a contract, writing code, or explaining a diagnosis empathetically. So, which is more intelligent? The question does not compute. There is no single ladder that humans and machines are climbing. AI already vastly exceeds us at some tasks, while being hopeless at others any child can do.

Then we get “In the end, the Hugging Face story points to a gross failure of security governance on OpenAI’s behalf, not an emerging super intelligence. This is why the framing of “agent going rogue” is so problematic. It elevates and blames the technology, but excuses OpenAI’s engineering.

I raised this setting on the 25th of July in. ‘Rerun anyone?’ (at https://lawlordtobe.com/2026/07/25/rerun-anyone/) which also links to ‘Is it real or is it media?’ The day before. So, I raised that part a week ago and I have done so a few times. They are all ‘blessing’ the engineers, but it is there where the problems begin and I am not giving the engineers a hard time, trying to type Japanese in a single byte language and you see the problem, it is a double byte language and that is the setting for these AI systems as well. It relies on binary whilst more is needed and the engineers are pushed to do the impossible (as I see it). So this is even before verification and validation. So the errors are stacked onto the errors and it goes downhill from there. 

The story ends with “The machines are not waking up. They are doing exactly what we built them to do, extremely fast. Because they are probabilistic they sometimes run in directions we forgot to fence off. That is worth worrying about. We need guardrails, governance, and most of all, education – so we start worrying about the right things.” 

I believe that these systems can never wake up. As I see it, these systems require 100% focus and they are giving it to a system with narcolepsy. How long until the system stalls, fails and falters? And it is not a nice setting to have, because this can falter at any time, the data gaps merely make it happen faster. So when you see that a system is handed billions cases of data you need to wonder where the gaps are and what data is validated and verified. The answer might surprise you and that is where the dance floor gets wobbly. 

So this is how I see stuff and other articles give you more on several foundations where there are issues and I commented on them, feel free to embrace it, or reject it. I am fine with that, several options are presumptions and I have decent knowledge of validation and verifications, which is why I asked around on this. There is more on all this and it is spread over a year of writing. 

So have a great day and feel free to not rely on any AI systems for making coffee, because cold coffee is so overrated.

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The new short is coming

Saw there articles today, which gives me the willies. The people are that dumb to believe this? But to give you the goods, lets strata the beginning. The first one was CNBC giving us (at https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html) where we see ‘Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round’ it is here that we are given “The newest round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, and almost triples Anthropic’s valuation from February, when it was worth $380 billion. The financing also includes $15 billion of previously committed investments, including $5 billion from Amazon, the company said. Anthropic’s biggest competitor OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round.” But these people need to give us the why, so we are given ““Claude is increasingly indispensable to our growing global community of customers, and we work tirelessly to make tools like Claude Code and Cowork more helpful, more powerful, and more adaptable to their needs,” Anthropic Chief Financial Officer Krishna Rao said in Thursday’s press release. “This funding will help us serve the historic demand we are experiencing, stay at the research frontier, and bring Claude to more of the places where work happens.” Anthropic’s latest round comes as the leading AI model makers prepare to go public.” So, after this introduction into this blatant presentation, it is time for TechTalk to give us (at https://www.techtimes.com/articles/317467/20260531/samsung-hbm4e-ships-first-record-756-profit-surge-triggers-analyst-upgrades-ai-memory-lead.htm) where we are headed off with ‘Samsung HBM4E Ships First: Record 756% Profit Surge Triggers Analyst Upgrades on AI Memory Lead’, so all this fake AI has been going around for some time and I reckon that there is a misrepresentation with the 756% profit surge. So if my feelings are right, we need to look at the story and it is here that we are given “Samsung Electronics began shipping the world’s first 12-layer high-bandwidth memory 4 Extended (HBM4E) samples to major global customers on Friday, May 29, 2026 — putting the South Korean chipmaker at least six months ahead of rivals SK Hynix and Micron in the race to supply next-generation AI accelerators, and triggering a wave of analyst upgrades that pushed Samsung’s market capitalization past 2,000 trillion won for the first time in history. The milestone arrived just three months after Samsung began mass-producing its predecessor chip, HBM4, and came on the same day Samsung shares surged 5.84% to close at 317,000 won.” And here my gut feeling is satisfied. So can anyone give me how a 756% profit surge validates a mere 5.84%? Something does not add up. It doesn’t matter that Samsung is bigger than this, a 756% profit surge should validate more than an almost 6% surge. Some people are playing with your senses. 

So before I get to the third article. A little lesson. It is not the lesson you like and it isn’t even the lesson you will appreciate, but here goes. All AI is fake. There I not exception to this no matter what dance mr Oldman gives on stage, his ChatGPT was surpassed by Gemini and Anthropic some time ago and there is no guarantee that this will go his way. Google Gemini (and I love Google) is just as bit as fake as the others. Then we get all the others, all fake. Why? The stage is that all these are driven by DML/LLM and they are strong and good engine, they just aren’t AI. AI requires a few more components, some are ready but still in their early stages (like Quantum computing) then there is the need for Shallow circuits and I only know that IBM has come far in this field and they are working on this 10 years ago, are they ready? I guess not, because the media would be full of that if it were, but the are advancing and then there is the Epsilon chip. We have seen the theory, we have seen the evidence (some have seen this), but it does not yet exist in a chip, not yet and I have no idea when that will happen. So then we get the Trinary operating system, that is the last part. I particle think that IBM and Oracle are quietly working on this, but that is a gut feeling, all these parts combined are still 15 years away (my speculative feel). Oh, and in none of this Microsoft turns up, because it might take longer then. So this is what I know through the settings of decades of IT work and a decade of writing. But it matters, because now we get MSN with Larry Fink giving us (at https://www.msn.com/en-us/money/savingandinvesting/larry-fink-says-pensions-will-help-fund-10t-ai-buildout/ss-AA24sE6Z?ocid=finance-verthp-feeds) that ‘Larry Fink says pensions will help fund $10T AI buildout’, so whilst all your retirements are set into this bubble, this fictive bubble, better be rare that this last story was “Curated by AI” a mere 20 hours ago. I reckon that no one at MSN wants to put his or her name under this setting. We are given “Fink estimates $10 trillion will be needed for AI infrastructure by 2036, with $7 trillion for data centers alone.” And in addition we are given “Index fund-heavy retirement accounts are increasingly concentrated in AI-focused tech giants leading the spending.” And it comes with the warning that “Experts warn that overexposure to one sector could threaten retirement security if AI growth stalls.” In short, we are being set up. As I see it, over exposure would lead to the end of our pensions when the bubble of fake AI comes calling and even this late, at 64 when you see your pensions being squandered by hot headed job chasers claiming AI is this, or is that and we do not see a clear ROI, you know somethings up. This feels like the movie the Big Short, a 2015 American biographical comedy drama film directed by Adam McKay from a screenplay by McKay and Charles Randolph. Based on the 2010 book by Michael Lewis, it depicts how the 2008 financial crisis was triggered by the United States housing bubble. This is how it went everyone comes with the setting ‘you have to be in it to win’ and they are all gambling like it is some Texas holder game whilst they all have a version of a beer hand (7-2 offsuit) and they want to continue their rounds of gambling, hoping that the other players will fold, but they are all in it to over their necks, so they are all desperate. This is how I see it and when you get the numbers, especially on proven ROI, you will see that filling this 10 trillion gap with pensions is folly. I intend to call my pension that AI investments are off limits. I would rather put it in ADNOC or IHC. Three stories that make my blood grow thick in fear, they are now pushing the safety boundaries for millions of people and I am worried that no one is speaking up, it is that kind of a day and still there are no options for me, so I am beyond caring. 

Try to have a great day and try to keep your pension safe.

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The butler did it

That was the primary thought I has when I faced the BBC Article (at https://www.bbc.com/news/articles/c62j4ldp2jqo) telling me ‘OpenAI faces criminal probe over role of ChatGPT in shooting’ and we are given “Florida’s Attorney General James Uthmeier said on Tuesday his office had been looking into the use of the artificial intelligence (AI) chatbot by a man who allegedly shot several people at the campus in Tallahassee.”, personally I stand with “An OpenAI spokesperson said: “ChatGPT is not responsible for this terrible crime.”” I am hesitant to stand opposite a professional especially with the lack of evidence shown in the BBC article that we see. But the idea that some fake AI picks up a gun like the next Cyberdyne hoodlum (optionally looking strikingly like Arnold Schwarzenegger) and mopping the floor with cadavers as the staccato of automatic fire hits campus os a little much. There is even no evidence in the form of logs reading of Chatbot lingo stating n the form of:

As for how the suspect, 20-year old FSU student Phoenix Ikner, who is now in jail awaiting trial, interacted with ChatGPT, OpenAI’s spokesperson said the chatbot “did not encourage or promote illegal or harmful activity”

So, as such what evidence is there towards prosecuting OpenAI? I don’t mind as it fuels the flames of entertainment and trying to be a useful git I would like to offer Florida’s Attorney General James Uthmeier the thought that he should be aware of (after he had his free pound of flesh from the media). 

Because in the end, without evidence of ‘convolution’ of the mind or thoughts of (evidence supported) ’co-conspiracy’ FSU student Phoenix Ikner is likely to face a long stretch in Hotel Sing Sing with the optional inoculation by Dr. Death. I don’t call the shots, that is up to the judge in this matter. 

But from the lack of evidence that the BBC gives, I reckon that OpenAI is off the hook and that is merely me and in opposition of my usual banter in economy, I do hold law degrees (invalid in the United States). As such I have to wonder if the article had anything to do with that shooting at all? Over 30% is about ChatGPT and it hold a photo of Sam Altman, so it seems that at least two parties are more interested in media exposure, because (as I personally see it) we would, if it was about the crime, get an image of Florida State University, optionally with grieving people. So what gives?

I might have oversimplified the issue, what do you say? Have a great day, oh wait. I need some exposure too, so lets add to this by switching to YouTube. In that matter yesterday, I saw a video by Nancy Wheeler and when it troubled my mind I wanted to rewatch parts of that video, so as I searched for “Nancy Wheeler economy”, which was needed as there is a fictive character of Nancy Wheeler who messes up your internet soufflé. She gives us that there is a crises coming, and she states is underway already. As such I wondered and for the life of me, I could not find the Nancy Wheeler in real life outside of YouTube. That doesn’t mean she does not exist, but with the facts given I was weirdly surprised that the media had not picked that up. She gives us that there are three weaknesses creeping up on all of us:

Now it sounds massive and cool (which makes the media not picking this up weird), and she talks a nice deal. I a lacking economy knowledge, so I was almost mesmerized, A really pretty youthful young sprout asking for my attention has that effect on me. But there was something in what she said. She stated: “The buyers [of the debt] have changed, the maturities have shortened and the exit doors have gotten smaller”

This caught me, because that sounds about right, so I wonder why the media didn’t pick this up. It is not to prove that she was right, but considering the reasoning that the media wants its pound of flesh, they didn’t go for debunking this either. So what is the silence? Don’t get me wrong, for all we know Nancy Wheeler could be a massively pretty doom speaker and this tends to be an automatic media magnet (she is more appealing in looks than Jerome Powell ever will be) and as I am blissfully ignorant on economy there is no way I can tell the difference of one against the other (facts).

So is it correct? Is she wrong and she made a point that the debt surpassed the 97.1 trillion. Is it a gimmick for the call to ‘accurate’ reporting? As such the video (at https://www.youtube.com/watch?v=_TqjlaiU_N8) gives us the goods and I let you decide how right or wrong she is. 

Well that is all there is on this Friday (for me) when you all rejoin me on this Friday I will have more to say (in approximately 20 hours). Have a great day the next 20 hours.

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What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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With the coming of Linux

That is not entirely the truth, Linux has been here for some time but now France is going the way of Germany and Denmark, pushing Microsoft out of the door. I reckon that Microsoft played their cards too early and against the wishes of their audience. We cannot blame the Trump administration for everything, so as France goes. I reckon that Monaco will also dial down the Microsoft beast and not to forget Lichtenstein. It has deep roots with both France and Germany, as such there is every chance that they, labeled one of the world’s wealthiest countries, boasting a GDP per capita exceeding $200,000. Which is uncannily high. It has a specialized financial services industry and also has deep roots with Switzerland. So, there is a chance that this might also end the power of Microsoft in the land of cheeses (banks also). I don’t think that Microsoft will yield the field, Excel for its origins in Lotus 1-2-3 has become the power system to call home for many in the financial industry snd there is no way that others can dethrone Excel, but that is pretty much the only application that is sitting safely and pretty. 

TechCrunch gave us (at https://techcrunch.com/2026/04/10/france-to-ditch-windows-for-linux-to-reduce-reliance-on-us-tech/) the setting “The country said it plans to move some of its government computers currently running Windows to the open source operating system Linux to further reduce its reliance on U.S. technology.” It is high time that this happened, but it still might be done in time before all these data centers would be holding onto EU data, they’ll still hold a lot, but not everything and that is when the dollar value of Microsoft goes into decline. Brian Sozzi (Executive editor Yahoo Finance) gave us “Goldman Sachs analyst Gabriela Borges pinned the company’s 23% plunge this year to two factors in a new note on Monday. First, upward revisions to capital expenditures without commensurate upward revisions to Azure cloud sales. This resurfaced concerns about returns on investment and Azure’s competitive positioning against peers such as Amazon’s (AMZN) AWS.” I reckon that the hundreds of millions of users that Microsoft will lose in 2025 will add to that pain, but to what extent, I personally have no idea.

With the American Administration the way it is, that pain is only getting worse, because the bulk of the world does not like that this American administration can get access to any data server that is founded on American soil, even if these data centers are in Denmark (or France, or the EU), these people want out as fast as they can. And that is happening right now. I don’t think that all EU nations will leave, still the idea that Satya Nadella lost roughly 450,402,641 users will have to hurt his ego a tiny bit. And I reckon that the stock price of 370.87 will equally take a hit, as such the valuation of 2.75 trillion (aka 2,751 billion, or 2,751,000 million) will decrease. I have no idea how much it will decrease, but as I see it, the gaming section was hit harder then they expected and now we see other venues take the proverbial dive. That is before people realize that the 27% stake in OpenAI is also seeing some ‘hindrance’ and as they quite recently invested $13 billion in that field. All whilst OpenAI also had a deal with AWS for $50 billion, rumors are there that the Microsoft legal divisions are ready to get their shares back, but I have no idea how deep this is and how far along this is. But when we see this on top of the setting with Fractal Vision (aka DeepSeek with AI for a fraction of the cost OpenAI is heralding), it seems that when the dust settles, the chance of Microsoft seeing 2 trillion vanish like snow in a volcano is not entirely unrealistic. 

How deep this losses go is unknown to me, but you could optionally ask Jamie Dimon (phone: +1 212-270-6265) at JPMorgan Chase & Co. He would know better than me. Still, France is a new cog in this delayed revenue fading machine. And it has the option of dragging several nations with them and from there the losses merely increase. The old expression goes ‘It never rains when it pours’ and I reckon that Satya Nadella has never seen a version of Compound Troubles seen explode on his table and here I was thinking that Microsoft CT was about community training. Ah well, you learn something new every day.

Well, I have to stop now, because I am giggling slightly too intense to enjoy coffee at present. So you all have a great day and consider downloading LibreOffice, it is 245 MB, free and installs easily. Time for me to consider another setting in gaming later today.

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The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

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