Tag Archives: Satya Nadella

December 5, 2025 · 22:25

The rockstar wannabe

There is a setting we at times ignore. When so called ‘important’ people hide behind movie settings like Sam Altman is when he calls for ‘Code Red’ (at https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals) I tend to get frisky and a little stir crazy, but as we see the Guardian, we are given “According to a report by tech news site the Information, the chief executive of the San Francisco-based startup told staff in an internal memo: “We are at a critical time for ChatGPT.”

OpenAI has been rattled by the success of Google’s latest AI model, Gemini 3, and is devoting more internal resources to improving ChatGPT. Last month, Altman told employees that the launch of Gemini 3, which has outperformed rivals on various benchmarks, could create “temporary economic headwinds” for the company. He added: “I expect the vibes out there to be rough for a bit.”” So after all the presentations and the posturing by OpenAI’s CEO Sam Altman, we are now confronted that the CEO of Google, Sundar Pichai smirking and devouring a Beef Vindaloo with naan bread casually passed Sam Altman by and overtook his setting of ChatGPT with Gemini 3. 

We are given “Marc Benioff, the chief executive of the $220bn (£166bn) software group Salesforce, wrote last month that he had switched allegiance to Gemini 3 and was “not going back” after trying Google’s latest AI release. “I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane – reasoning, speed, images, video … everything is sharper and faster. It feels like the world just changed, again,” he wrote on X.” And if a BI guy like Marc Benioff makes that jump, a lot of others will do too and that is what is truly frightening to Microsoft who owns a little below 30% of all this, it is nice to have a DML solution that has a population of zero, OK, not zero but ridiculously small because as ever (and not surprising) Google is showing his brilliance and overtook the wannabe.

So whilst Sam Altman decided that he was the next Elon Musk we see (at https://gizmodo.com/sam-altman-wants-his-own-rocket-company-2000695680) that ‘Sam Altman Wants His Own Rocket Company’ and we see here “Altman was reportedly considering investing billions into Stoke Space, a Seattle-based startup that’s developing a reusable rocket, to gain a controlling stake in the company, according to The Wall Street Journal. The talks between Altman and Stoke took place over the summer and picked up in the fall. Although no deal has been made yet, Altman intended on either buying or partnering with a rocket company so that he would be able to deploy AI data centers to space.” So whilst Sammy the Oldman, sorry Sam Altman was turning his focus towards space Sundar Pichai surpassed him in the DML field because Sundar, beside his need for Beef Vindaloo was seemingly focussed on the Data matters of Google, allegedly not with his head in space.

And now we see (at https://futurism.com/artificial-intelligence/sam-altman-code-red) that ‘Sam Altman Is Suddenly Terrified’ and now we are given “The all-out brawl that followed in the subsequent years, with AI companies trying to outdo each other with their own offerings as investors threw tens of billions of dollars at the tech, has shifted the dynamics considerably.

And now, the tables have officially turned: OpenAI CEO Sam Altman has declared his own “code red” in a memo to employees this week, as the Wall Street Journal reports, urging staffers to improve the quality of the company’s blockbuster chatbot, even at the cost of delaying other projects.” So as I see it, Sam Altman was ready to be the next rockstar of Microsoft surpassing all others, but Google (say Sundar Pichai) had been sitting on a throne for the better part of two decades, they had relented the Console war (their Google Stadia) towards Amazon with the Amazon Luna. And that might have been a sore loss. So when another ‘upstart’ comes with a great idea, Google recounts and Gemini was the result, or that is at least how I see it. And by the time version three was ready, Gemini was back in the lead or so they say.

So now Sam Altman is in a bind, he needs to evolve ChatGPT and that might have been be in what some call a pickle, so whilst Sam Altman was looking at the sky, Google took the time to overtake Sam Altman with Gemini 3. And now the storm has reached the shores of the financial industry. Now Microsoft is in a pickle, because the OpenAI is now due to the investment marked the start of a partnership between the cloud computing firm and the AI research company that has since grown to more than US$13bn in total commitments. Microsoft and OpenAI are bound to ChatGPT to the nihilistic setting of these firms losing 13 billion in value, so when that happens, what more will unfold? I am not stating that this will burst the AI bubble, but as I see it Sam Altman will see his halo decrease looking a lot like a zero, and Microsoft sees the tally of failures increase to two, first builder.ai, now we see that Microsoft is surpassed again by Google, which is not a great surprise to me. 

And as Futurism gives us “Google, though, has a major financial advantage by already being profitable. It can afford to spend aggressively on data centers, at least for the time being. That’s besides Google Search having been the de facto search engine on the internet for decades, giving it access to a vast number of existing users who could be swayed by its AI offerings.

Altman claimed in the memo that the company has an ace up its sleeve in the form of an even more powerful reasoning model that’s set to be released as early as next week, according to the WSJ, likely a direct response to Google’s Gemini 3.” So is this a simple setting of a little time gap, or is OpenAI now in more trouble than anyone think it is? I actually do not know, but there is a setting that I personally like. I was always Google minded. I was struck in my soul when they dropped the Google Stadia as I had a plan to give it 50,000,000 subscriptions in stage one and rally add to that beyond that, knocking Microsoft of its illusionary perch. But alas, it was not to be and Amazon had the inside track from that point inwards. And I personally feel that the stage of “to be released as early as next week” is likely want-to-be-real presentation, Sam Altman is trying to get any moment he can get and that is fine, but as I see it, it might be timing and people like Sam Altman will try to get any way to keep their cushy setting. I am not judging, but the stage that Gemini 3 is surpassed is likely, will it be? I doubt it, using the words from Marc Benioff stating “not going back” and that is a powerful setting, one that creeps fear into the hearts of Sam Altman and Satya Nadella as I personally see it.

Have a great day, my weekend has begun and Vancouver will join us in 15 hours.

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November 27, 2025 · 04:39

The sound of war hammers

It is a specific sound, nothing compares to that and it isn’t entirely fictional. Some might remember the Walter Hill movie Streets of Fire (1984) where two men slug it out with hammers, but that is not it. When a Warhammer slams into metal armor, the armor becomes a drum and that sound is heard all over the battlefield (the wearer of that armour hears a lot more than that sound) but is distinct and I reckon that some of those hammer wielders would have created some kind of crescendo on these knights. So that was ‘ringing’ in my ears when NPR gave us ‘Here’s why concerns about an AI bubble are bigger than ever’ a few days ago (at https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers) and what will you know. They made the same mistake, but we’ll get to that.

The article reads quite nicely and Bobby Allyn did a good job (beside the one miss) but lets get to the starting blocks. It starts with “A frothy time for Huang, to be sure, which makes it all the more understandable why his first statement to investors on a recent earnings call was an attempt to deflate bubble fears. “There’s been a lot of talk about an AI bubble,” he told shareholders. “From our vantage point, we see something very different.”” So then we get three different names all giving ‘their’ point of view with ““The idea that we’re going to have a demand problem five years from now, to me, seems quite absurd,” said prominent Silicon Valley investor Ben Horowitz, adding: “if you look at demand and supply and what’s going on and multiples against growth, it doesn’t look like a bubble at all to me.” Appearing on CNBC, JPMorgan Chase executive Mary Callahan Erdoes said calling the amount of money rushing into AI right now a bubble is “a crazy concept,” declaring that “we are on the precipice of a major, major revolution in a way that companies operate.” Yet a look under the hood of what’s really going on right now in the AI industry is enough to deliver serious doubt, said Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy.” All three names give a nice ‘presentation’ to appease the rumblings within an investor setting. Ben Horowitz, Mary Callahan Erdoes and Paul Kedrosky are seemingly mindset on raking in whatever they can and then the fourth shines a light on this (not in the way he intended) we see “Take OpenAI, the ChatGPT maker that set off the AI race in late 2022. Its CEO Sam Altman has said the company is making $20 billion in revenue a year, and it plans to spend $1.4 trillion on data centers over the next eight years. That growth, of course, would rely on ever-ballooning sales from more and more people and businesses purchasing its AI services.” Did you see the setting. He is making 20 billion and investing $1.4 trillion, now that represents a larger slice and the 20 billion is likely to make more (perhaps even 100 billion a year. And now the sides of hammers are slamming into armour. That still will take 14 years to break even and does anyone have any idea how long 14 years is and I reckon that $1.4 trillion represents (at 4.5%) implies that the interest is $63,000,000,000. That is almost the a year of revenue and that is the hopefully glare if he is making 100 billion a year. So what gives with this, because at some point investors make the setting that the formula is off. There is no tax deductibility. That is money that is due, the banks will get their dividend and whomever thinks that all this goes at zero percent is ludicrously asleep and that is before the missing element comes out. 

So then in comes Daron Acemoglu with “A growing body of research indicates most firms are not seeing chatbots affect their bottom lines, and just 3% of people pay for AI, according to one analysis. “These models are being hyped up, and we’re investing more than we should,” said Daron Acemoglu, an economist at MIT, who was awarded the 2024 Nobel Memorial Prize in Economic Sciences.” He comes at this from another angle and gives us that we are investing more than we should. All these firms are seeing the pot at the end of the rainbow, but there is the hidden snag, we learned early in life that the rainbow is the result of sunlight on rainwater and it is always curves t be ‘just’ beyond the horizon and it never hits the ground and there will be no pot of gold at the end of it according to Lucky the Leprechaun (I have his fax number) but that was not the side I am aiming for, but it gives the idiocy we see at present. They are all investing too much into something that does not yet exist, but that is beside the point. There are massive options for DML and LLM solutions, but do you think that this is worth trillions? It follows when we get to “Nonetheless, Amazon, Google, Meta and Microsoft are set to collectively sink around $400 billion on AI this year, mostly for funding data centers. Some of the companies are set to devote about 50% of their current cash flow to data center construction.

Or to put it another way: every iPhone user on earth would have to pay more than $250 to pay for that amount of spending. “That’s not going to happen,” Kedrosky said.” This comes from Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy, and he is right. But that too is not the angle I am going for. But there are two voices, both in their field of vision, something they know and they are seeing the edges of what cannot be contained, one even got a Nobel Memorial Prize for his efforts (past accomplishment) And I reckon all these howling bitches want their government to ‘safe’ them when the bough breaks on these waves. So Andy Jassy, Sundar Pichai, Mark Zuckerberg and Satya Nadella (Amazon, Google, Meta and Microsoft) will expect the tax system to bail them out and there is no real danger to them, they might get fired but they’ll survive this. Andy Jassy is as far as I know the poorest of the lot and he has 500 million, so he will survive in whatever place he has. But that is the danger. The investors and the taxpayers (you and me) get to suffer from this greed filled frenzy. 

But then we get “Analyst Gil Luria of the D.A. Davidson investment firm, who has been tracking Big Tech’s data center boom, said some of the financial maneuvers Silicon Valley is making are structured to keep the appearance of debt off of balance sheets, using what’s known as “special purpose vehicles.””, as well as “The tech firm makes an investment in the data center, outside investors put up most of the cash, then the special purpose vehicle borrows money to buy the chips that are inside the data centers. The tech company gets the benefit of the increased computing capacity but it doesn’t weigh down the company’s balance sheet with debt.” And here we get another failure. It is the failure of the current administration that does not adapt the tax laws to shore up whatever they have for whatever no one has and that is the larger stakeholder in this. We get this in an example in the article stating “Blue Owl Capital and Meta for a data center in Louisiana”, this is only part of the equation. You see, they are ’spreading the love’ around because that is the ‘safe’ setting and they know what comes next. You see the Verge gave us ‘Nvidia says some AI GPUs are ‘sold out,’ grows data center business by $10B in just three months’ (at https://www.theverge.com/tech/824111/nvidia-q3-2026-earnings-data-center-revenue) and that is the first part of the equation. What do you think will power all this? That is the angle I am holding onto. All these data centers will need energy and they will take it away from the people like you and me. And only 4 hours ago we see ‘Nvidia plays down Google chip threat concerns’ and it is all about the AI race, which is as I said non-existent, but the energy required to field these hundreds of thousands of GPU’s is and no one is making a table of what is required to fuel these data centers because it is not on ‘their plate’ but the need for energy becomes real and really soon too. We do not have the surplus to take care of this and when places like Texas give us “Electricity demand is also going up, with much of it concentrated in Texas due to “data centers and cryptocurrency mining facilities,”” with the added “Driving the rise in wholesale prices next year is primarily a projected 45% increase at the Electric Reliability Council of Texas-North pricing hub. “Natural gas prices tend to be the biggest determinant of power prices,” the EIA said. “But in 2026, the increase in power prices in ERCOT tends to reflect large hourly spikes in the summer months due to high demand combined with relatively low supply in this region.”” Now this is not true for the whole world, but we see here a “projected 45% increase” and that is for 2026. So where are these data centers, what are their energy surpluses and what is to come? No one is looking at that, but when any data centre is hit with a brownout, or a partial and temporary drop in voltage in an electrical power supply. When that happens any data centre shuts down, energy is adamant for all its GPU’s and their better not we any issue with energy and I saw this a year ago, so why isn’t the media looking into this? I saw one article that that question was not answered and the media just shoved it aside, but as I see it, it should be on the forefront of any media setting. It will happen and the people will suffer, but as I see it (and mentioned) is that the media is whoring for digital dollars and they need their advertisement money from these 4 places and a few more, all ready for advertisement attention and the media plays ball because they want their digital dollars (as I personally see it).

So whilst the NPR article is quite nice, the one element missing is what makes this bubble rear its ugly head, because too many want their coins for their effort and it is what is required. But what does the audience require? And the audience is you an me dear reader. I have set a lot of my requirements to energy falling short, but there is only so much I can do and it is going to be 32 degrees (celsius) today, so what happens when the energy slows down for 5.56 million people in Sydney? Because the Data centers will make a first demand from their energy providers or they will slap a lawsuit worth billions on that energy provider. And we the people (wherever we are) are facing what comes next. Keeping data centers cool and powered whilst we the people boil in our own homes. As such that is the future I am predicting and people think I am wrong, but did they make the calculation of what these data centers require? Are they seeing the energy shortfalls that are impeding these data centers? And the energy providers will take the money and the contracts because it won’t coexist to this, but that is exactly what we are facing in the short run and the investors? Well, I don’t really care about them, they invested and if you aren’t willing to lose it all with a mere card to help you through (card below), you aren’t a real investor, you are merely playing it safe and in that world there are no bubbles.

Remind me, how did that end in 2008? The speculated cost were set to $16 trillion in U.S. household wealth, and this bubble is significantly larger than the 2008 one and this time they are going all in on money, most of them do not have. So that is what is coming and my fears do not matter, but the setting that NPR gives us all with ‘Here’s why concerns about an AI bubble are bigger than ever’ matters and that is what I see coming.

So have a great day and never trust one source, always verify what you read through other sources. That part was shown to be when we all see (from various sources) that “The United States is on track to lose $12.5 billion in international travel spending this year” whilst my calculations made it between 80 and 130 billion and some laughed at my predictions a few months earlier and I get that. I would laugh too when those ‘economics’ state one amount and I come with a number over 700% larger. I get that, but now (apparently) there is an Oxford economics report that gives us “Damning report says U.S. tourism faces $64 billion blow as Trump administration’s trade wars drive away foreign visitors and cut spending”, so I have that to chase down now, but it shows that my numbers were mostly spot on, at least a lot better than whatever those economics are giving you. So never trust merely one source even if they believe to be on the right track. But that is enough about that and consider why some bubble settings are underexposed and when you see that the NPR gave you three additional angles and missed mine (likely not intentional) consider what those investment firms are overseeing (likely intentional) because the setting that they are willing to lose 100% is ludicrous, they have settings for that and as the government bailed them out the last time, they think it will save them this time too.

Have a great day today, I need an ice cream at 4:30 in the morning. I still have some, so yay me.

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November 3, 2025 · 10:56

The cookie crumbles

I was having a ball this morning. I was alerted to an article that was published 11 hours ago, that makes all the difference and in particular the setting of me telling all others “Told you so” So as we start seeing the crumbling reality of a bubble coming to pass, I get to laugh at the people calling me stupid. You see, Ted’s Hardware is giving us )at https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in) with ‘Microsoft CEO says the company doesn’t have enough electricity to install all the AI GPUs in its inventory’ so there I was (with a few critical minds) telling you all that there isn’t enough energy to fuel this setting of these data centers (like StarGate) and now Microsoft (as I personally see it, king of the losers) is confirming this setting. So do you think this (for now) multi trillion dollar company cannot pay his energy bill, or are they scraping the bottom of the energy well. And when we come to think of that, when the globally placed 200,000 people (not just Microsoft) are laid off and there is no energy to fuel their (alleged) AI drive, how far behind is the recession that ends all recessions in America? It might not be the great depression, as that gave them nearly 15 million Americans or 25% of that workforce unemployed. But the trickle effect are a lot bigger now and when that much goes overboard, the American social security will take a massive beating. 

So as I have been stating this lack of energy for months (at least months) we are given “Microsoft CEO Satya Nadella said during an interview alongside OpenAI CEO Sam Altman that the problem in the AI industry is not an excess supply of compute, but rather a lack of power to accommodate all those GPUs. In fact, Nadella said that the company currently has a problem of not having enough power to plug in some of the AI GPUs the firm has in inventory. He said this on YouTube in response to Brad Gerstner, the host of Bg2 Pod, when asked whether Nadella and Altman agreed with Nvidia CEO Jensen Huang, who said there is no chance of a compute glut in the next two to three years.” Oh, didn’t I say so a few times? Oh, yes. On January 31st 2024 I wrote “When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough.” I did so in ‘Forbes Foreboding Forecast’ which I did (at https://lawlordtobe.com/2024/01/31/forbes-foreboding-forecast/) so there is a record and the setting of energy shortage was visible over a year ago, I even published a few articles how Elon Musk (he has the IP) to get into that field in a few ways. You see, either you contribute directly, or you remove the overhead of energy, which Elon Musk was in a perfect stage to do.

So, when your chickens come home to roost and such agrarian settings, it becomes a party and a half. 

And then we get the BS (that stuff that makes grass grow in Texas) setting that follows with ““I think the cycles of demand and supply in this particular case, you can’t really predict, right? The point is: what’s the secular trend? The secular trend is what Sam (OpenAI CEO) said, which is, at the end of the day, because quite frankly, the biggest issue we are now having is not a compute glut, but it’s power — it’s sort of the ability to get the builds done fast enough close to power,” Satya said in the podcast. “So, if you can’t do that, you may actually have a bunch of chips sitting in inventory that I can’t plug in. In fact, that is my problem today. It’s not a supply issue of chips; it’s actually the fact that I don’t have warm shells to plug into.”” It is utter BS (in my personal view) as I predicted this setting over 639 days ago and I am certain that I am not that much more intelligent than that guy who controls Microsoft (aka Satya Nadella) and that is the short and sweet of it. I might be elevated in dopamines at present, but to see Satya admit to the setting I proclaimed for some time gives a rather large rise to the upcoming StarGate settings and the rather large need to give energy to that setting. It is about to become a whole new ballgame.

And as the Cookie crumbles the tech firms and the Media will all point at each others but as I see it, both were not doing they jobs. I am willing to throw this on the pile of shortcomings that courtesans have as the cater to digital dollars, but that song has been played a few times over. And I am slightly too tired (and too energised) to entertain that song. I want to play something new and perhaps a new Gaming IP might solve that for me today (likely tomorrow).

A setting we are given and as we see the admission on Ted’s Hardware, Some might actually investigate how much energy they are about to come short on. But don’t fret, these tech companies will happily take the energy due to consumers as they can afford the new prices with are likely to be over 10% higher than the previous prices. It is the simple setting of demand and supply. They already fired over 40,000 people (a global expected number), so do you think that they will stop to consider your domestic needs over the bubble they call AI, to show that they can actually fuel that setting? Gimme a break.

So Youtube has a few video on surviving life in a setting where there is no energy, if that fails ask the people in the Ukraine. They have been battling that setting for some time.

Time to enjoy my dopamine rush and have a walk in a nice walk in the 83 degree Fahrenheit shadow. Makes me think about the hidden meaning behind 451 Fahrenheit by Ray Bradbury. Wasn’t the hidden setting to stop questioning the reality of things and rely on populism? Isn’t that what we see at present? I admit that no books are being burned, but removing them from the view is as bad as burning them. Because when the media is ignoring energy needs, what does that spell in the mind of some? So have a great day and see what you can get that does not require electricity.

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September 27, 2025 · 10:36

Balance of the matter

That is the setting as I see it, the balance and in particularly the Sheets balance is under attack. As we saw in Social Media

We are given “With distressed exchanges, Wall Street has found a way to restructure balance sheets that avoids Chapter 11” does this mean that financial means are no longer to be trusted in America? We get that people want to avoid their business to be seen as bankrupt, but to rebalance their books and with the approval of Wall Street is taking it a little bit far. I am not completely surprised with this action as I have said on several occasions that America is bankrupt, but to see it in action, for financial institutions like Wall Street to sound the clarion call to make it so that they appear not to be in ‘distress’ is a first clear setting for other people to take their investments out of America as soon as possible. And I get it, it is merely my point of view. So, tell me how do you react to the setting that the Financial Times is giving you? I did not read the article as it is behind a paywall, but the gist of the story is clear. And it is not about the ‘subtle’ setting of tax avoidance versus tax evasion. It is about restructuring your balance sheet. Like the Dutch banks did in 2013, the SNS bank put all the buildings in their care under a ‘bad investment’ book and the Dutch bank SNS Reaal and its banking operations, which was nationalized by the Dutch government on February 1, 2013, to prevent its insolvency and support the financial sector. As it was said (from sources) This action led to shareholders and subordinated bondholders losing their entire investments, as the Dutch state stepped in to prevent a larger financial crisis. The bad investments, primarily in real estate, led to substantial write-downs and ultimately forced the government to intervene and restructure the company. That happened before and I never accepted that action, now we see this in America on a much larger scale and it would be my (non-expert advice) to get out of their as quick as your legs (and privet jets) can take you and invest it somewhere more worthy.

This now gets me to the second setting I saw in Social Media. As some might say, Microsoft is at it again.

With ‘Microsoft said to block IDF from cloud system over use in surveillance of Palestinians’ we are given that “unit 8200 ‘violated terms of service’ in storing of phone recordings; military officials say unit backed data up ahead of time, no info lost” it is a simple setting that the backups are set towards ‘other’ sources like MySQL (or something like that) and fir the record, what evidence is there? I am not saying it isn’t true, I am asking what evidence did Microsoft have? Were they looking into the accounts of their customers? I am asking because that would be the first reason that people would drive their business to Amazon/Google/IBM/Oracle/Snowflake at the first light of day. I personally think it is the Microsoft way to make political statements and as they can slap Israel around and looking good doing it, that is what they are likely to do. Not an innovative bone in that rotten carcass (at present). And the media display is on my side of the cookie. They give us “Microsoft recently terminated the Israeli military’s main signals intelligence unit’s access to some of its services, after it allegedly used the Azure cloud platform for expansive surveillance of Palestinians, according to a Thursday report. According to the UK’s The Guardian, Microsoft told Israeli officials last week that the IDF’s Unit 8200 had “violated the company’s terms of service by storing the vast trove of surveillance data” on Azure.” (Source: times of Israel) and how was this data ‘begotten’? I reckon that the IP engines are running 24:7 to get the next iteration that Microsoft doesn’t have (this is speculative). As such there is a massive run for all IP holding cloud users to run away from Microsoft and go somewhere else. I already listed the top 4 above (in alphabetical order) and that is before we consider MySQL and whatever else is in the field. I reckon that the IDF needs to reevaluate its connections to Microsoft. I remember the IDF to be massively aware of what its technical abilities were and to see “far-left activist outlet +972 Magazine said Microsoft’s Azure software was used by Unit 8200 to store countless recordings of mobile phone calls made by Palestinians living in the West Bank and the Gaza Strip” implies that either Microsoft has too many zero day issues or there is an informer in Microsoft. My personal view is that there is no Israeli stupid enough to give +972 Magazine a hand. So my view is a little biased, but the is where I am at this time. And that will impact America too. Perhaps Amy Hood and Satya Nadella need to have a meeting with Wall Street and the Financial Times to restructure their balance sheets too, as is, they might need that assistance before too long. 

And this is where the American economy is heading it seems. So whilst we are ‘given’ ‘US economy expanded at a surprising 3.8% pace in significant upgrade of second quarter growth’ I have to wonder, is that because of the new balance sheet settings?

And if you have not used the new balance sheet methodology, have a great weekend and enjoy your coffee, for the rest I say, are you sure you can afford the coffee today?

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July 2, 2025 · 04:35

Carmine, Crimson and Sanguine

It almost sounds like a joke doesn’t it. Three colours were walking down the road claiming that they were the most blood red there was. Almost like the massive amount of idiots that keep on claiming that you have to tax the rich, especially now around the wedding of the most illustrious creator of Amazon. Let me help you remember that he went on Jimmy Kimmel and others whilst correctly claiming that he made little to no money. He didn’t and we all laughed (including me). I knew that there was more to that story, but he played his role perfectly. He adhered to the law and through that he became untouchable. So keep on shouting tax the rich and wear yourself out. 

So here we see the intense lie. You see, these are two different matters and not even remotely related. The wealth of Bezos (at present) is said to be 237,000 million. Do you think he will do anything illegal? This caper of 50 million is nothing compared to what he has. It is expected that he will make 23,500 million this year. He doesn’t need to do anything but keep it all legal. He is not attacking anything, or anyone. Trump is not cutting medicare for him in any way. It has always what I said, the issue were the lawmakers and they pathed a way for the Bezos minded people (like Sergei Brin, Andy Jesse and Satya Nadella) they are relying on the laws to be followed like nice black lettered people (their accountants and lawyers) should. The law enabled them and this has been going on since President Clinton. This is the first president to change the color of accounting ink to black. This had not happened since 1970 (President Richard Nixon) and even in this moment the tax laws had to be rewritten, but I would give him a pass as he got the books in the black. No president since has been ale to do this. And for over 15 years I gave the saying that an overhaul was needed, but the lawmakers never thought this through. Even more, those economic media people ignored it too. It is them the people should be targeting. But no one seemingly is listening, because the ‘tax the rich’ claims go on and on and on. The lawmakers have been the issue all along (OK, the financial stakeholders have likely more guilt) and nearly all fell for for that trap, mainly because the media (read: News) isn’t educating people. They all hide watching the entertaining morning shows where the news can be filtered to what gives the most entertainment.

So as we now consider that there are bills that are hurting healthcare not because of Bezos and like minded people. It is because America is broke, some say bankrupt and that starts the entertaining setting that a country cannot be bankrupt, they have too many resources and Canada has even more and as such President Trump wants it as a 51st state. But the drop dead point has now been passed. The ink of the books have turned sanguine red, blood red and it is the blood of American taxpayers that are now bleeding. It is not because of Jeff Bezos, his ship is done (apparently he has one that is massive and called Koru), no the lawmakers are now trying to please the thousands of millionaires that have less than 100,000,000 and they need to fill their pockets as much as they can before the tap is turned off, because they fear that this will not keep them and their children safe. They are now the drivers to get as much wealth as they can, so that they can evade to a none tax haven like Monaco, the Bahamas or the UAE (there are a few more) and these people do not need to rely on non-extradition as they never broke any laws, because the lawmakers made it legal from the very start.

This is why the Democratic noise is laughable and going nowhere. So as we take notice of ‘Jennifer Get In Good Trouble’ and she is raising the right alarm, because there is a massive loss of these rural settings coming to their front door. But the truth of the matter is that this is (as I personally see it) one of the final hurdles that sets the collapse of America, it can no longer continue and only if the laws had been properly adjusted America could have continued for at least a decade longer. Now the cuts start and whilst many see Bezos, Brin and Nadella as the ‘evil’ people, they are not. They adhered to the tax laws in America and in all that time no one considered adjusting the tax laws to become more fair and this is on ALL politicians, not merely the republican because since president Clinton there were two democrats in office. You will need to ask them for an explanation. 

The final straws of America are stretched beyond snapping point and that is where everything turns to a brown goo (yes, it is shit). And it could have been largely avoided by properly taxing corporations. Didn’t you consider that when Apple and Microsoft became multi trillion dollar entities? Even with all the failed setting Microsoft went through? It has a market capitalisation of 3.66 trillion, And they had a tax bill of $19.651 billion. So a company now worth 3660 billion merely pays less then 20 billion? That is 0.54% and that setting is not raising questions?

So, why not? And I merely use them as an example because as I see it, they entire FAANG group is equally ‘guilty’ and the lawmakers of America tax laws are blind to that? So be cool, leave Jeff Bezos alone and direct your anger at the IRS who is in charge of that near dead carcass. That is the setting of tax laws and tax loopholes and the law allowed people to use them and the American administrations have had decades to do something about it. It is the bed Americans made for themselves.

So you might want to blame Trump for it all, but the damage is a lot larger and it is seen on both sides of the political isle. 

Have a great day, optionally with a Canadiano.

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June 13, 2025 · 03:51

The changing of games

There is the thought that games are changing and the first question becomes ‘What games?’ And that would be a correct way of thinking. Whether you decide to kill the bullies and their connections, whether you stand up for yourself or if you become a lot less visible. The latter part is my preferred way, what doesn’t see you, will not hurt you. But in the 80’s I learned the hard way that always on the defense tends to be pointless, as such I would be inclined to scurry over to the kill side. It has the benefit that the the magicians of this world get plenty scared when the bunny bites them. They aren’t used to the sight of their own blood. They tend to cry and wonder why they can’t be bullies anymore. You see, at some point people have had enough. Some like me tend to weigh the consequences of being bullied or to eradicate them and live the fallout. At some point accepting the fact to be bullied no longer weighs high enough and when the Sydney Metropolitan police departments tend to do nothing, even as they have Brodies Law at hand, they prefer not to act. It only works so far. 

This story is important to the real deal, it is a story that ZDNet gives us (at https://www.zdnet.com/article/why-denmark-is-dumping-microsoft-office-and-windows-for-libreoffice-and-linux/) where we see that Denmark is now apparently ‘Why Denmark is dumping Microsoft Office and Windows for LibreOffice and Linux’ and in that setting I wonder if Danish voices might also float towards WPS Office (by Kingsoft), you see, ZDNet gives us “Denmark wants to claim “digital sovereignty.” In the States, you probably haven’t heard that phrase, but in the European Union, digital sovereignty is a big deal and getting bigger.” I see that this is one avenue I never considered. Oh, I’ve heard the term. Yet the larger setting is not what I have heard, but what is behind it. Denmark is likely furious by some bully that wants of annex Greenland (an island West of Denmark a mere 2.166 million km²) and they are decently angry and this was the first setting. After being fed up with the Trump stage, they decided to take Microsoft out of the equation. At that point a lot of settings that ‘drip’ into American data settings and in this the first stone is cast. You see, President Trump might seem to think that business will adjust towards American standards, but that is a little delusional. You see, Microsoft is seen as a 3.56 trillion company, but behind that is a towering amount of debts as well. The totality of debts is according to some A$93.09 Billion. This might not seem as much, but what ‘victories’ have Microsoft made? What spin actually represents revenue? Microsoft is all about revenue and net profit, yet the larger setting becomes “In Q3 2025, Xbox gaming revenue decreased by 7% year-on-year, but content and service sales increased by 8%.” So Microsoft sets a plus to diminish the minus, yet the larger station is that they lose a lot more than they gain, for what is the depending value of the 8% rise? It is not the same as based amount of the 7% drop. Microsoft is losing against Sony 3:1 and now that the Nintendo Switch 2 is out, these losses will merely increase overall. Whatever Microsoft has as a tablet doesn’t even dent the setting Apple has and as some see, their Azure state seemingly doesn’t hold a candle to the system some book dealer has (yes, it is AWS). Then we get the setting that their ‘edge’ yes, their browser only has a 5% market share against Google having 67%, Apple follows with 17%. Now how many failures can such a company hold? And now consider Huawei entering the field with HarmonyOS. Taking market share from both Android and iOS. That was the setting before today and now Denmark is seemingly the first to drop Microsoft for other paths in IT. So how long until Denmark convinces one of the other EU nations to follow suit? What losses will Microsoft endure before they sink some of their badly conceived projects? I don’t know, I am merely asking. 

As such Microsoft is speeding to get a lot of the HarmonyOS population, but as Kingsoft grows Microsoft diminishes and the that population never had much love for Microsoft and America to begin with. And we see part of this with “EU leaders are seeking to reduce Europe’s dependence on foreign technology providers, primarily those from the United States, and to assert greater control over its digital infrastructure, data, and technological future.” And another part is that they’re concerned about who controls European data, who sets the rules, and who can potentially cut off access to essential services in times of geopolitical tension. And the tariff war doesn’t help. That setting instigated by President Trump is likely to ht Microsoft faster than they realise and what happens when these debts will rise as revenue decreases.

The next part is alleged settings and I have seen no evidence of this from other sources “President Donald Trump issued ICC sanctions. This order allegedly prompted Microsoft to lock the ICC’s Chief Prosecutor, Karim Khan, out of his email accounts, according to reports. This came after Microsoft chairman and general counsel, Brad Smith, had promised that the company would stand behind its EU customers against political pressure. Recently, however, Smith stated that Microsoft had not been “in any way [involved in] the cessation of services to the ICC,” according to Politico. When pressed, Microsoft failed to further explain how the email disconnection occurred.” That might (or not) be a complete answer. I have to add that the entire builder.ai fiasco is on the hands of Microsoft. They backed this and they never saw the 700 engineers programming what on existent AI was supposed to do. So where are these 700 systems, their OS and their Azure licenses? Wouldn’t that be firmly on the eyes of Satya Nadella? And as such, how was this worth a billion dollars? If Microsoft was entirely unaware they could be seen as incompetent (or at lease some people on the VP and higher list). If they did know there is a larger failing at Microsoft going on and as Denmark is allegedly dropping Microsoft, it is the start of a lot more bad news. But they can rely on spin to keep the eyes of others somewhere else.

And we see that (allegedly) see that in part with “Whether or not Microsoft cut services to an organization in response to Trump’s order, the fear that it could do so in the future remains. Before the Danish government announced its move, Denmark’s largest cities, Copenhagen and Aarhus, had already announced plans to phase out Microsoft software and cloud services.” So why allegedly? The setting is fear, not data and whilst we see the results we might see the wrong facts leading to this. As I personally see it “plans to phase out Microsoft software and cloud services” might be du to the fact that AWS is as I see it vastly superior (vastly might be overstating it) and fear could weasel in at any point, almost anywhere. Yet the likely accusation that Microsoft is the ‘bitch’ of President Trump or any American administration will be much harder to counter. It could set the tides against Microsoft in Denmark (for starters), Canada and McDonald islands (both users). So there is space to maneuver, yet Microsoft doesn’t do that and we are left with the accusation. And the larger setting that “In particular, the Danes are worried about Trump’s policies and that US political decisions could put public IT services at risk.” Is a decent fear to have in these days, as such Microsoft will be left holding the political bag. And Denmark is not alone here “Bart Groothuis, a Dutch member of the European Parliament, recently said, the EU “should go for a European cloud” since “Europe has a ‘problem’ with American cloud.”” I am not sure how this ‘computes’ in a downside for Microsoft, but the spin masters will have their hands full because that increases the Danish setting by 100% and there is no way telling what else is at risk and who else is to follow suit.

I saw a different variation of the ‘downfall’ of Microsoft, for the most their lack of actual innovation, their dependency on marketing spin (or whatever Microsoft calls it) and their failure to deliver in several fields. And their enemies are at the gates. After Microsoft failed the mobile markets (it is near zero) and as Huawei is gaining massive levels and Microsoft is losing market share after market share and Denmark clearly showed that they see Microsoft not as a partner but as a threat. As such I have to wonder, in what field will Microsoft fail next?

Have a great day.

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May 24, 2025 · 00:09

A swing and a miss

It is no secret that I hold the ‘possessors’ of AI at a distance. AI doesn’t exist (not yet at least) and now I got ‘informed’ through Twitter (still refusing to call it X) the following:

So after ‘Microsoft-backed Builder.ai collapsed after finding potentially bogus sales’ we get that the company is entering insolvency proceedings. Yet a mere three days ago TechCrunch gave us “Once worth over $1B, Microsoft-backed Builder.ai is running out of money”, so as such with a giggle on my mind I give you “Can’t have been a very good AI, can it?” So from +$1,000,000,000 to zilch (aka insolvency), how long did that take and where did the money go? So consider this, TechCrunch also gives us “The Microsoft-backed unicorn, which has raised more than $450 million in funding, rose to prominence for its AI-based platform that aimed to simplify the process of building apps and websites. According to the spokesperson, Builder.ai, also known as Engineer.ai Corporation, is appointing an administrator to “manage the company’s affairs.”” Now, I am going on a limb here. Consider that a billion will enable 1,000 programmers to work a year for a million dollars each. So where did the money go? I know that this doesn’t make sense (the 1000 programmers) but to consider that they might accept a deal for $200,000 each, there would be 5 years of designing and programming. Does that make sense? The website Builder.AI (my assumption that this is where they went gives us merely one line “For customer enquiries, please contact customers@builder.ai. For capacity partner enquiries, please contact capacitynetwork@builder.ai.” This is not good as I see it. The Register (at https://www.theregister.com/2025/05/21/builderai_insolvency/) gives us “The collapse of Builder.ai has cast fresh light on AI coding practices, despite the software company blaming its fall from grace on poor historical decision-making. Backed by Microsoft, Qatar’s sovereign wealth fund, and a host of venture capitalists, Britain-based Builder.ai rose rapidly to near-unicorn status as the startup’s valuation approached $1 billion (£740 million). The London company’s business model was to leverage AI tools to allow customers to design and create applications, although the Builder.ai team actually built the apps.”

As such the headline of the Register is pretty much spot on “Builder.ai coded itself into a corner – now it’s bankrupt” You see coding yourself into a corner is not AI, it is people. People code and when you code yourself into a corner the gig is quite literally up. And I can go on all day as there is not AI. There is deeper Machine Language and there are LLM (Large Language Model) and the combination can be awesome and it is part of an actual AI, but it is not AI. As such as Microsoft is believing its own spin (yet again) we can confuse that there is now a setting that Qatar’s sovereign wealth fund, and a host of venture capitalists have pretty much lost their faith in Microsoft and that will have repercussions. It is basically that simple. The first part of resolving this is to acknowledge that there is no AI, there is a clear setting that the power of DML and LLM should not be dismissed as it is really powerful but it is not AI. 

As I personally see it, the LLM is setting a stage that the chess computers had in the late 80’s and early 90’s. They basically had every chess game ever played in their memory and that is how the chess computer could foresee what was possible thrown against it. And until 2002 when Chessmaster 9000 was released by Ubisoft, that was what it was and for that time it was awesome. I would never have been able to get as far as I did in chess without that program and I am speculatively seeing that unfold. A setting holding a billion parameters? So I ,might be wrong on this part, but that is what I see and we need to realise that the entire AI setting is spin from greedy salespeople that cannot explain what they are selling (thank god I am not a salesperson). I am technical support and I am customer care and what we see as ‘the hand of a clever person’ is not that, not even close. 

So as we are also given “Blue-chip investors poured in cash to the tune of more than $500 million. However, all was not well at the startup. The company was previously known as Engineer.ai, and attracted criticism after The Wall Street Journal revealed in 2019 that the startup used human engineers rather than AI for most of its coding work”, as such (again speculation) a simple trick to replay a mere 1800 days later. And this is what a lot are (plenty of them in a more clever way) but the show is now on Microsoft. They cracked this, so when they come with a “we were lured” or “it is more complex and the concept was looking really good” we should ask them a few hard questions. So whilst we are given “While the failure of startups, even one as high profile as Builder.ai, is not uncommon, the company’s reliance on AI tools to speed coding might give some users pause for thought.” And when we consider “might give some users pause for thought” is a rather nasty setting as I was there already years ago. So where the others? As such we should grill Satya Nadella on “Last month, Microsoft CEO Satya Nadella boasted that 30 percent of the code in some of the tech giant’s repositories was written by AI. As such, an observer cannot help but suspect some passive aggression is occurring here, where a developer has been told that the agent must be used, and so they are going to jolly well do it. After all, Nadella is not one to shy from layoffs.” As such I wonder when the stake holders for Microsoft will consider that the ‘USE BY’ date of Satya Nadella was only good until December 2024. But that is me merely speculating. So I wonder when the media and actual clever people in media are considering that this is a game thatch only be postponed and not won. So will the others run when the going gets tough, or will they hide behind “but everyone agrees on this” as such the individual bond will triumph and there is a lot of work out there. The need to explain to people (read: customers) is that there is a lot of good to be found in the DML and LLM combination. It remains a niche market and it will fill the markets when people cannot afford AI, because that setting will be expensive (when it is ready). These computers will be the things that IBM can afford, as can the larger players like an airline, Ford, LVMH (Louis Vuitton Moët Hennessy) and a few others. But the first 10 years it will remain out of the hands of some, unless they time share (pay per processor second) with anyone who has the option to afford one. That computer will need to work 80%+ of the time to be affordable. 

As such we will see a total amount of spin in the coming months, because Microsoft backed the wrong end of that equation and now the fires are coming to their feet. Less then. Less than an hour ago we were given ‘Microsoft Unveils AI Features for Windows 11 Tools’. I have no idea how they can fit this in, but I reckon that the media will avoid asking the questions that matter. As such we will have to wait the unfolding of the people behind builder.ai. I wonder if anyone will ask the specification off what happened to said billion dollars? Can we get a clear list please and where did the hardware end? Or was a mere server rack leased from Microsoft? This is just me having fun at present. 

So have a great day and I will sleep like a baby knowing that Microsoft swung and missed the ball by a fair bit. I reckon that this is…. Let’s see there was the Tablet, which they lost against Apple and now Huawei as well. There was the Gaming station, which was totally inferior against Sony. there was Azure (OK, it didn’t fail but a book vendor called Amazon has a much better product, there was the Browser, which is nowhere near as good as Google. And there are a few others, but they slipped my mind. So this is at least number 5, 6 if you count Huawei as a player as well. Not really that good for a company that is valued at 3.34 trillion. So how many failures will we witness until that is gone too? 

Have fun out there today.

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March 23, 2025 · 04:49

Recalling the idea

I was in a stage yesterday when I got a little too much ‘creativity’, as such two idea’s revisited me. The first was a good one, the use of AR (Augmented Reality) in malls. I wanted to add more functionality in the new IP and in part I succeeded. That idea was warped in a second setting that I also described in a previous article. The application towards real estate was achieved as I looked in the application towards Dubai, I realized that a quote in the Middle East Economy “Dubai’s residential sector saw 32 percent sales growth in 2024, reaching $99.9 billion, driven by investor interest” this implies that the 100% gives us 312 billion, now as I see it, the IP could bring at a mere 2% an added 6 billion. I use conservative numbers and this is merely Dubai. I believe that due to segmentation of the housing market the IP could be a lot more powerful. Taking in consideration places like New York, London, Stockholm, Paris, Riyadh and a few other places, the revenue becomes very interesting. This part I had figured out already. The setting had novel parts and as it could work in a 24:7 setting the larger stage is the missing of idle time and when people are drawn to a place or location. 

Screenshot

I was considering the addition. The setting of an information stand that is in ‘always on mode’ and when people can use the setting because of the setting of any particular mall, the provider merely needs to have a stall, or an arrangement, and the screen will promote in an interactive way the availability of property. And as the mobile app looks at where you are, this could work in any place. A stall is not a requirement, merely an available screen. A mere 2% represents billions in Dubai. Likely less in other places but it will still an impressive amount and in New York City recorded over $28 billion in investment sales in 2024, this implies an optional 560 million in revenue. So the setting is worth exploring. With two screens you can cover residential and business locations in several ways. Still, this is a mere application, I was looking for innovation in my application and we can add information, but that is as I see it mere iteration. The application off the Lightbox advertisement, which is merely a media box is a setting we can see in simple ways. The innovation could be seen by setting this ad in numerous ways of advertising, but that in itself is not innovative enough. Adding isn’t enough and there is a chance that it lessens the impact. So where is the innovation? As I see it, at present I got that IP nearly maximized, but I do think more can be done. In the other IP, the setting of smart ware, the IP has enough in Malls, but there is a setting to add smart collection to the app and if we can add locations (like different malls we visit) we get additional settings and that could add a new notches on the revenue streams. But that setting isn’t enough. 

As I saw one side, I also saw the side of a darker collection/distribution setting. One that does not get ‘governmental’ approval. But the mind does no distinguish that, the mind merely wants to expand the IP it created and expand on it. Perhaps it is not a good idea, perhaps it is. In a world where they are setting on greed and whilst these captains of industry all hide behind their AI and leave revenue on the ground, I found billions in revenue, but how to collect on this? The problem is that most Americans either steal or want all of the revenue. I do like to get a nice settlement fee. As such I have to hope for the eager person that collects on my ideas will leave me a nice sum. Half a dozen IP, I reckon one will leave me with a nice retirement sum and if that fails the showing of my IP in this blog will leave me with something.

Still that is a worry for later. For now I merely want to improve on what my mind did create. Two of the IP’s are as ready as they can be. I believe that the AR stage could some more improvement, but that also requires the AR servers to be deployed. I can only see the creation improve as it is set to some degree of deployment. The AR setting is clear, I wrote about it several times. But beyond that there is little I see, I saw the application for shops, the setting for Bookshops, jewelry and to some degree fashion and the application of branding. From there we can see the interaction with the Real Estate app (in the original setting) and the application of smartwear. With the AR servers, any shop that has multiple locations could directly be applied to all servers and optionally in several national settings. As such there are the a few more impediments and the stronger setting comes out over larger shops. After all the US has 113,000 malls. So when you add the EU and the Arabic nations, it becomes a nice revenue settings. That gave gave me the idea to set the Japanese idea of Eki Stamps. That idea could be set to a larger stage in a larger book with social media and online settings. So what happens when you have a book and every mall and theme park you enter will give you additional pages and whenever you are near of in a ride the stamp will get automatically added, so in the end you will get a more and more robust and impressive collection? That was the setting that was brooding in my mind when I looked at the setting of Ferrari world and WaterWorld (both in Abu Dhabi) and over time museums and other places will add to this improving the value and acceptance of the idea and that gives a rather nice setting. And when one theme park has it, the others will all follow that is the simplicity of the idea I had. So tell me now, how innovative have these so called captains of industry been?

A setting that adds an entire cog of technology and innovation all by itself (with a little cerebral assistance from yours truly). 

As such I am still looking to add to the IP my mind created and create new gaming IP. I feel fine. I was able to outdo Sergei Brin, Larry Page, Jeff Bezos, Satya Nadella, Andy Jassy and a few others. Too bad I am not that rich (adding the delusional ‘yet’ to this). 

But the journey of creating the IP was a great ride by itself. Oh, I just remember the stage I had created for Adobe. I should give that a few more thoughts. It started with a weird dream, but the dream is still accessible and it is high time that I make the Microsoft Wannabe’s squeal. Perhaps an idea for tomorrow.

Have a nice Sunday. Vancouver will follow us in 13 hours.

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January 20, 2025 · 03:54

And there was more

You see three days ago (merely two days and change) I wrote ‘A story in two parts’ (at https://lawlordtobe.com/2025/01/17/a-story-in-two-parts/) where I laird bare a few of the ‘shortcomings’ of Microsoft. However there was more. I had initially chosen the title ‘The color is blue’ yet I decided that the premise is not about Azure, there is more to it all. You see Fierce Network gives us ‘Google Cloud could overtake Microsoft’s No. 2 cloud position this year’, which sounds nice. However there are a few issues with that. We will all love ““Google Cloud is already nearly equal to Microsoft Azure in revenues, and has a higher revenue growth rate than Microsoft Azure,” Gold wrote in a research note. “By the end of the next four years of revenue growth, we project Google Cloud’s revenues will be 55% greater than Azure at current growth rates.”” The research note gives the proper “Based on the Average of Past Two Years Revenue Growth Rate

Assuming Same Growth Rate Going Forward” so that is good, but it does not despair from “By the end of the next 4 years of revenue growth, we project Google Cloud’s revenues will be 55% greater than Azure at current growth rates.” Yet this setting does not account that someone at Microsoft ‘suddenly’ takes an innovative step towards (who knows), the second setting is that the technology premise stays where it is. Huawei with their HarmonyOS is another factor, the Chinese factor. In this I predict that they might use Microsoft down the line and might step away from Google (speculative). We have little insight in what places like the UAE does and they have a large investment in their approach to AI and in this Microsoft has the inner track there. So I love the premise, but I have thoughts of consideration on how the future unfolds. There is a chance that AWS will clear house, but there are reservations on that front too. 

Still, Azure has issues. You see the Register (at https://www.theregister.com/2025/01/13/azure_m365_outage/) gives us ‘Azure, Microsoft 365 MFA outage locks out users across regions’ with the added “Microsoft’s multi-factor authentication (MFA) for Azure and Microsoft 365 (M365) was offline for four hours during Monday’s busy start for European subscribers.” I understand that it comes with “It’s fixed, mostly, after Europeans had a manic Monday” now I wonder why we see the use of ‘mostly’ there are perhaps a few gaps in the solution and that happens, but how many of these events will Microsoft cater to until a user like Coca Cola gets a tap on the shoulder to start looking for alternatives? Do you think that a man like James Quincey keeps his sense of humor when his bottom line is under fire? And that is only the beginning.

Still Microsoft has its own ‘defense’ knee jerk operation, we are informed of that by Techi where we see (at https://www.techi.com/microsoft-files-suit-against-hundreds-abuse-azure-openai-services/) with the headline ‘Microsoft Files Suit Against Hundreds for Abuse of Azure OpenAI Services’, so not only is their OpenAI ‘flawed’, it is open to abuse (apparently). We are given “API Key Theft and Hacking-as-a-Service”where we see “As per Microsoft, the defendants systematically and through their deceitful acts stole API keys, the fundamental means of authentication to its AI services. The hacked accounts were allegedly pivotal in creating an act of “hacking-as-a-service” One main ingredient for that operation would be De3u, a software that enabled one to convert images synthesized by OpenAI’s DALL-E without the necessity of writing an actual code.” I kinda covered that on September 8th 2024 in ‘Poised to give critique’ (at https://lawlordtobe.com/2024/09/08/poised-to-deliver-critique/). Michael Bargury gave us a small example of how bad things can get.  Here the operational setting is given through “A former security architect demonstrates 15 different ways to break Copilot: “Microsoft is trying, but if we are honest here, we don’t know how to build secure AI applications”” and here is the premise now consider what (under Torts) customers will do, for example Coca Cola. Do you think they go after the so called hacker with not enough money to afford his/her own place or Microsoft with access to several bank vaults? Take the fortune 500 clients with claims of transgressions, do you really think there will be even a penny left in those Microsoft vaults when their legal teams are done with them? It might not be fair on Microsoft, but the setting of the use of the term AI opens up a whole new can of worms.

Then the Business Times (at https://www.businesstimes.com.sg/companies-markets/microsoft-openai-partnership-raises-antitrust-concerns-ftc-says) gives us ‘Microsoft-OpenAI partnership raises antitrust concerns, FTC says’ in this I might actually be a bit on the side of Microsoft. They give us “MICROSOFT’S US$13 billion investment in OpenAI raises concerns that the tech giant could extend its dominance in cloud computing into the nascent artificial intelligence (AI) market, the Federal Trade Commission (FTC) said in a report released on Friday (Jan 17).” My issue here is that there is a setting we had in the past and in countries they created their version of the FTC. It was a power for good then, but there is now the setting that LLM’s and Deeper Machine Learning has grown to a scope that the FTC cannot really fathom. This IT solution goes beyond what they know or understand and all the tech companies face this. So either they grow their ‘programming with barricades’ side of it all, giving tech companies the flaws that the law imbued in whatever country it is based. And that for global companies will set a larger flawed premise. It is like parties are limited to what others have. As such all criminals will come to us with BB-guns, because that is what the police have. Does that sound realistic? I don’t think so. But this also falls straight into the premise that Fierce Networks gave us. It works out fine for Google, until Google gets barricaded I reckon. So this is a setting that the tech firms are set to whatever the wannabe’s can do, that is a direct strangling of commerce and innovation and it sets whomever develop the trigital computer system and if you think that these systems are fast now? The next level system develops with a trinary operating system running on that hardware will astound the world. As I see it should diminish the IBM Deep Blue to a simple calculator. The difference will be THAT much, so who will innovate that when the FTC strangles innovation?

And finally we get the CIO (at https://www.cio.com/article/3802745/microsoft-commits-to-ai-integration-but-delivers-no-particulars-to-differentiate-from-rivals.html) who gives us ‘Microsoft commits to AI integration, but delivers no particulars to differentiate from rivals’ and as I see it, it was already lagging too much against AWS, and now apparently Google is coming up fast and under these settings we get this headline? And the part that matters is given with “Analysts, however, agreed that the statement reflected no meaningful changes to Microsoft’s AI strategy. The bluntest assessment came from Ryan Brunet, a principal research director at the Info-Tech Research Group: “This is classic Microsoft. It’s very much the same old garbage.”” It reminded my towards an old premise from the late 80’s when the PC was exciting and new ‘Garbage in, Garbage out’ in the age when everyone considered themselves a Market Research executive and these wannabe’s had not even mastered the basic needs of data quality. It was a Gender versus Shoe size and they thought that the solution was add the Lambda test (I think it was Lambda). And I get it, Satya Nadella talks his own street side, the problem is that there are too many unknowns at present and he hopes to get all the others onboard before they have thoroughly selected their options and in light of the selected abuses, that setting is not a given, especially as Google seemingly doesn’t have these flaws (as far as I know neither does IBM or whatever AWS wields). 

A setting that was more and could set a lot of people in the liable column of choices. And some of this has been known for at least a quarter. When you add this with part one, you see why I predicted the downfall of Microsoft three years ago. And as I see it Microsoft walked to dotted line in a near perfect manner, too bad they never read the byline ‘this way to the crevice you will not avoid when getting too close’.

It is as some say ‘the way the cookie crumbles’. Darn still 4 hours until breakfast. Time to find a new story. Have a great Monday and if you cannot get into Azure today, feel free to investigate alternatives.

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January 16, 2025 · 04:28

Giggling is the better medicine

This morning (around 03:00) I felt the need to check my mobile (a compact version of the invention by James Alexander Bell) or something of the sort. Inaccurate? Perhaps, but everything comes from somewhere. And as we all look towards roots, I looked at the screen and suddenly stopped. You see, I saw a Microsoft header with layoffs pass by. This is nothing to worry about, or new. They are all laying off people, all the big ones, so that is not cause for concern. Microsoft employs 224000 people, so they might cast a few more away. But I had not actually seen the details of the news, as such my trusty Chrome looked at the news of Microsoft and there a few things came up. And the count is important (for later)

  1. We see all kinds of advertisements with the Surface Pro being reduced $300 in one direction, $400 in another. There are all kinds of ‘offers’ but why would you want to discount THAT much? 
  2. Layoffs. We see ‘Microsoft lays off employees in security, experiences and devices, sales, and gaming’ (source; Business insider), ‘Microsoft staff face second round of layoffs as firm continues cost-cutting measures’ (source: ITPro) several sources claim that the layoffs will be small, but no numbers are given. Now this makes sense in light of the ‘redundancies’ at Google, Amazon, Meta (say Facebook) and a few others. Another source gave us “Microsoft plans to pause hiring in part of its U.S. consulting business and said last week that it would lay off less than 1% of its workforce”, still that could be up to 2200 people, when you are one of them percentages really don’t make a difference. 
  3. The information gives us ‘Microsoft’s Gaming Business Falls Short, Despite Activision’, This is fun. You see in 2023 Activision Blizzard had a market cap of A$120.08 Billion. Microsoft only paid 75 billion for the company and in early days I stated that a gaming company is only as valuable as the last game, and in 2022 Activision Blizzard’s annual revenue amounted to 7.53 billion U.S. dollars, as such Microsoft needs this to go on for 10 years just to break even. I warned for that and now we got ‘Microsoft’s Gaming Business Falls Short’, the Information (at https://www.theinformation.com/articles/microsofts-gaming-business-falls-short-despite-activision) gives us also “In the year to June, Microsoft’s gaming business revenue grew 5.8%, well below the 11% target set for the purpose of calculating part of Nadella’s compensation, according to securities filings. (That growth excludes revenue of Activision since its acquisition but includes Game Pass)”, it amounts to the fact that ‘gaming’ revenue is 50% short. Not good news I say. And when others come with complex stories that it has a few more sides. I say revenue is revenue and it is 50% short, that is the part others look at. And Newsweek gives us ‘Activision Hasn’t Helped Microsoft Grow Xbox Game Pass, Says Report’ (at https://www.newsweek.com/entertainment/activision-hasnt-helped-microsoft-grow-xbox-game-pass-says-report-2015392) where we also see “Microsoft was hoping that acquiring Activision would lure other game developers to rent its Azure servers, which hasn’t happened” not surprising. Developers like numbers and with a 3:1 margin Sony is a much more appealing choice for the first stage of any development. And the bad news doesn’t end there, we see at TechRadar (at  https://www.techradar.com/computing/gaming-pcs/theres-one-handheld-gaming-pc-that-went-under-the-radar-at-ces-2025-and-its-got-a-secret-weapon-to-beat-the-competition#) that Tencent now released the Tencent Sunday Dragon 3D One at CES 2025, a setting that was (kinda) clear over a year ago and my IP was set to that device and if successful (here’s hoping) it will cost Microsoft a lot more, well at least they bought Activision at $10 per $1 (OK, not entirely accurate, but I’ll go with that feeling). 

So three points, all relate to revenue. Lack of two, lack of innovation in one (spin stories aren’t innovative) and whilst we are ‘given’ ‘Xbox Game Pass expected to make $5.5 billion in 2025’ expected isn’t something that is achieved and there might be more bad news on the horizon, which will set the spin engines to overdrive. To compare, Nintendo reported in September 2024 a Revenue of 276.66B, can you see why I giggle? Microsoft ‘sickofans’ are elated on the optionally coming revenue of Microsoft Game Pass that is merely 2% of Nintendo’s revenue. And that is next year whilst Nintendo is already slaying the revenue dragon. The revenues of Microsoft are likely to lack visibility for some time to come. Some of the reviews of the 2024 Surface Pro aren’t anywhere near stellar (and it needs to be) as such my predictions for the downfall of Microsoft are still achievable. I reckon that when the first AI milestones start failing the domino’s will take a tumble making Microsoft cut more and more meat of their bones. All this whist more and more people see through the presented spin (as I tend to call it) You see, with the promise of tomorrow you better deliver tomorrow and certain parties bought into that and as such when delivery stays short of achieving. The dice get cast in a very different direction. For me it’s easy. I merely have to wait for the predictions too fall short and Microsoft is lacking in more and more fields and as such as Tencent makes larger gains the stage doesn’t just change, it crumbles. I wonder where Amazon is, because with their Luna they had options. I initially designed for that track (merely because Google dropped their stadia) and should Amazon get on top of the Unreal Engine 5, the stage is seeded with Amazon opportunities. A setting Microsoft totally ignored (also they were not invited to my IP clambake). As such I reckon that there will be a hiatus until Microsoft announces more lay offs. And I have seen that before. They will ‘call’ it streamlining and what I see is an empty egg. The shell of the egg looks smooth, but you cannot eat it. In 2023 we got ‘Microsoft outage worsened by staff shortage’, so before you cut your less than 1%, was your staff shortage secured? And when that happens, where are the other shortages? Where one source gave us ‘Microsoft has published a preliminary report into an incident on 30 August that finds insufficient data centre staffing levels contributed to an outage’ and another gave us ‘Microsoft had three staff at Australian data centre campus’, a data centre with 3 staff members? I reckon Microsoft has a few more problems (I reckon planning being one of them). 

So have a great day and consider where you are now and where you optionally could be.

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