Yes, a difficult word and not one I understand all the time, that blissful feeling that oozes over me comes with a shortage and it is shared by all with a weak understanding of economy (not something that happens to people like Mark Carney), but I (the one and only) an at times blissfully ignorant of the economic condition. As such, at times, I fear that ‘weakness’, but I do not fear being weak on this, as such I try to keep awake (as like, not sleeping) on the economic condition. And I was ‘made’ aware of an article in TradingView by the headline ‘Michael Burry Warns Microsoft, Amazon and Oracle Could Face AI Write-Off Shock’ where we see “Burry said net capital investment by S&P 500 companies reached 2.07% of GDP at June 30, a level he described as the highest in nearly four decades outside the period following the 2000 Nasdaq peak. He estimated that Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), Meta (META) and Oracle (ORCL) have about $3 trillion in commitments and other exposures linked to AI infrastructure, including leases, construction projects and purchase obligations.” So, whilst we also see that these are the firms that ‘eloquently’ dismiss staff members all over the globe, the idea that 5 firms have over 3000 billion invested on fake AI settings (my personal view) is a little too shaky to consider and that needs to be taken into consideration. You see, I don’t care about Microsoft, they did this to their self, but I am concerned about Google and Oracle. They are the massive backbone of larger IT. And they are firms where I would have liked to have been part of and part of me still are. I deliver support and customer care and as such I believe that these two firms are part of what most of us really like. But I also see that if support and customer care diminish in these two parts of IT, customer care will really falter on a near global foundation and as such places like TradingView are making me aware of hardship coming our way and don’t take the words of Satya Nadella as some kind of gospel. A little less than 15 hours ago he basically proclaimed “Nadella thinks the AI industry is too self-obsessed to explain why anyone else should care. “I think we are way too self-obsessed as an industry about, look at us, how glorious we are,” he tells me. His prescription is to let the people using AI speak to its benefits and demonstrate that it creates economic opportunity for workers and the communities hosting data centers. More pronouncements from tech CEOs won’t do it: “Any amount that I say or any one of us say is not good enough anymore, I feel.””, I say that anyone claiming that a fake setting is glorious, I have said so again and again. And the ‘doubt’ (brought like a second hand car salesman in a championship voice) will not cut it and the people are figuring this out, right now, the world is figuring out that that AI is a sliding scale whilst more and more are realizing that this is over a decade away, so that issue with Trust is a hidden trap. He, in the near past stated that he “envisions a future where enterprises manage millions of AI agents working alongside human staff”, really? Microsoft cut more than 15,000 jobs across two major rounds in 2025 to reallocate resources toward massive artificial intelligence (AI) infrastructure investments and 4800 jobs in 2026. That is massive and the claim that “An autonomous “always-on” digital teammate running on cloud servers that can work 24/7 without waiting for a prompt. Users assign it a name, role, and goal to track project decisions, watch channels, remind colleagues, and manage multi-step workflows” I reckon he got that ‘Always on’ from Don Mattrick and you know what happened there. It basically costed him the entire gaming branch Microsoft ones had and now that is basically gone. And then for the longest time he ‘proclaimed’ that “Microsoft and industry research project that more than 1.3 billion AI agents will be in operation across global business systems by 2028” and whilst we can see that 1.3 million (a 0.1% part is coming true, the idea that the 99.9% comes within the next 14 months is laughable to say the least. It is predictive speculation (which is nothing like predictive analytics) and he better adjust his point of view and I saw that even before he made that claim. I speculatively am considering that he has been sniffing the Microsoft glue too much. So as we all take notice of this, we also see that people Like Oracle have been footing the hardware and software bill and the makes sense, because no matter how I see things, even in predictive analytics, whomever holds the hardware and software will become undisputed rules of that field and that is where I see Oracle going, as such “Oracle has cut approximately 21,000 jobs globally (about 13% of its workforce) over the past year as part of a major corporate restructuring to fund massive investments in artificial intelligence (AI) and data center infrastructure” (source: BBC) makes little sense. In all earnest, if people are to embrace the data centre vibe, Oracle needs more, not less people. Because all these dim witted IT population out there needs to come massively aware of the shortcomings of data centres and with that the people who are learning that trinary beats binary in that field will take massive undertaking and even as Oracle is one of two players to be aware of that (Snowflake will be the other one) we can see that the world will undergo changes and massive ones. As such I felt that my ‘expertise’ in training, tech support and customer care would be my asset when all this hit and that current population of ‘yay’ sayers will undo itself in a haze of confusion when the world gets the setting that they had been betting on the wrong horses all along. It basically would set me up for a better job in the currently near future in Canada, the UAE, EU or other commonwealth places. Because the truth is that when people are figuring this out, the people they fired at Oracle will be worth their weight in gold and I feel that I would be on the ‘good’ stack of people discarded a little too soon and the was making me happy.
So to see the View of TradingView where we also see “Burry expects investment to keep rising and said write-downs could emerge around 2028 or 2029 if AI capacity exceeds demand. He compared the current spending cycle with the late-1990s telecom buildout, when heavy investment was followed by excess capacity, weaker returns and substantial depreciation. He also questioned Oracle’s treatment of customer prepayments and cited rising financing concerns surrounding its large data-center projects.” But consider that he states that “when heavy investment was followed by excess capacity, weaker returns and substantial depreciation” comes with shortage of staff and the ‘figment’ setting of 1.3 billion AI agents. The pure waters will require tens of thousands of support staff, because when that part goes, the global customer care and customer support stations will be empty of people and anyone not ready there will be requiring that group of people to be fought over and quite hard. And in all this, no one is looking at the requirement of IBM at that setting and it will acquire as many ex-Oracle staff as they can for the mere need of support for its IBM Bob (basically the IBM Watson AI branch) coding agents and that shortage needs to be filled up fast, because as we are given “IBM Bob Powers Faster Innovation, Higher Productivity & Modern App Development. IBM Bob Accelerates Development by Automating Complex, Time‑Consuming Works. Earlier Risk Detection. 100K+ visits in past month” Yes, there is a market for those who are putting in the time and the hours and that is where (at present) IBM will surpass all others and whilst I hate to see that Oracle is to be surpassed, they did this to themselves. But as I see it, the market is ruled by those who steered firm and clear past the ‘AI BS’ that the world is drowning in and IBM is one of the few who seemingly did this. So whilst Oracle, Amazon and Google will require strong readjustments before 2027 cones to an end, they will feel the heartache (preceding their own upcoming coronary) and I felt that as I took all settings of training, customer care and technical support in strides, feel that I am in a really kosher place. Whether this is in Mississauga, Abu Dhabi, Sydney or Stockholm. I felt that I would end OK is a pretty cool feeling and as I see it, Oracle and IBM are pretty good bosses to end up with. So I saw that other who saw this too, because they were actively hiring the fired Oracle staff members and that is fine with me. There is a whole world that will scream “Who can we hire?” And I am merely listening to the sound web for the right signals. And that is more than all he wrote. And the ‘end’ quote on “The remarks center on future capital intensity, with the impact depending on how quickly AI demand develops relative to new capacity.” Sounds right, but it is not. Well, perhaps for Michael Burry it either is or might be, but the larger setting is that whoever have the stuff to guide whatever the larger population of IT sweeps need, the stronger that firm will be and I reckon that Snowflake is in a decent place and IBM soon will be and after that I hope that Oracle reattaches the needs it has, but the others? They will become canon fodder and consider that someone (not saying who ;-)) claimed that someone claimed that 1.3billion AI agents are doing the work in 2028 and then fires over 20,000 people and leave someone to rehires and retrains them was a little of his game. But when you rely on your own marketing to tell you the story, that is where you are heading. But that is merely my own (and optionally wrong setting). So whilst I am ‘considered’ the false prophet and I have been stating the same thing for over 5 years, all whilst the ‘adjusting impressionable’ influencers adjusted their own story each and every wave and I am still in the setting that this AI (or super intelligence) is still over a decade away, all whilst my setting of advocated predictive analytics is now shown to be a correct view is now accepted by the IT community at large is the stage you should be considering and Michael Burry is seeing a different part, but this adjustment of over 3 trillion is coming and whoever is caught in that wake will face serious considerations and whilst I am still dreaming of a nice apartment in Mississauga or Toronto is seeing where the power will soon reside, is showing a massive setting that might come with hard work, but I reckon that these places will prefer a person who saw this in the first place instead of a YAY sayer who is adjusting their view for the umpteenth time is feeling like the proper boss to work for.
So as I see it, my time of cakes, putting and a nice warm living room is about to see the light of near luxury. And it merely took my smarts, which is what any Uni graduate will like from the get go. Have a great day all.
