Tag Archives: Satya Nadella

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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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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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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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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A changed setting

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

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

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

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

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

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Poised to deliver critique

That is my stance at present. It might be a wrong position to have, but it comes from a setting of several events that come together at this focal point. We all have it, we are all destined to a stage of negativity thought speculation or presumption. It is within all of us and my article 20 hours ago on Microsoft woke something up within me. So I will take you on a slightly bumpy ride.

The first step is seen through the BBC (at https://www.bbc.com/worklife/article/20240905-microsoft-ai-interview-bbc-executive-lounge) where we get ‘Microsoft is turning to AI to make its workplace more inclusive’ and we are given “It added an AI powered chatbot into its Bing search engine, which placed it among the first legacy tech companies to fold AI into its flagship products, but almost as soon as people started using it, things went sideways.” With the added “Soon, users began sharing screenshots that appeared to show the tool using racial slurs and announcing plans for world domination. Microsoft quickly announced a fix, limiting the AI’s responses and capabilities.” Here we see the collective thoughts an presumptions I had all along. AI does not (yet) exist. How do you live with “Microsoft quickly announced a fix”? We can speculate whether the data was warped, it was not defined correctly. Or it is a more simple setting of programmer error. And when an AI is that incorrect does it have any reliability? Consider the old data view we had in the early 90’s “Garbage In, Garbage Out”. Then. We are offered “Microsoft says AI can be a tool to promote equity and representation – with the right safeguards. One solution it’s putting forward to help address the issue of bias in AI is increasing diversity and inclusion of the teams building the technology itself”, as such consider this “promote equity and representation – with the right safeguards” Is that the use of AI? Or is it the option of deeper machine learning using an LLM model? An AI with safeguards? Promote equity and representation? If the data is there, it might find reliable triggers if it knows where or what to look for. But the model needs to be taught and that is where data verification comes in, verified data leads to a validated model. As such to promote equity and presentation the dat needs to understand the two settings. Now we get the harder part “The term “equity” refers to fairness and justice and is distinguished from equality: Whereas equality means providing the same to all, equity means recognising that we do not all start from the same place and must acknowledge and make adjustments to imbalances.” Now see the term equity being used in all kinds of places and in real estate it means something different. Now what are the chances people mix these two up? How can you validate data when the verification is bungled? It is the simple singular vision that Microsoft people seem to forget. It is mostly about the deadline and that is where verification stuffs up. 

Satya Nadella is about technology that understands us and here we get the first problem. When we consider that “specifically large-language models such as ChatGPT – to be empathic, relevant and accurate, McIntyre says, they needs to be trained by a more diverse group of developers, engineers and researchers.” As I see it, without verification you have no validation and you merely get a bucket of data where everything is collected and whatever the result of it becomes an automated mess, hence my objection to it. So as we are given “Microsoft believes that AI can support diversity and inclusion (D&I) if these ideals are built into AI models in the first place”, we need to understand that the data doesn’t support it yet and to do this all data needs to be recollected and properly verified before we can even consider validating it. 

Then we get article 2 which I talked about a month ago the Wired article (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) we see the use of deeper machine learning where we are given ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’, yes a real brain bungle. Microsoft has a tool and criminals use it to get through cloud accounts. How is that helping anyone? The fact that Microsoft did not see this kink in their trains of thought and we are given “Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers” a simple approach of stopping the system from collecting and adhering to criminal minds. Whilst Windows Central gives us ‘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”’ beside the horror statement “Microsoft is trying” we get the rather annoying setting of “we don’t know how to build secure AI applications”. And this isn’t some student. Michael Bargury is an industry expert in cybersecurity seems to be focused on cloud security. So what ‘expertise’ does Microsoft have to offer? People who were there 3 weeks ago were shown 15 ways to break copilot and it is all over their 365 applications. At this stage Microsoft wants to push out broken if not an unstable environment where your data resides. Is there a larger need to immediately switch to AWS? 

Then we get a two parter. In the first part we see (at https://www.crn.com.au/news/salesforces-benioff-says-microsoft-ai-has-disappointed-so-many-customers-611296) CRN giving us the view of Marc Benioff from Salesforce giving us ‘Microsoft AI ‘has disappointed so many customers’’ and that is not all. We are given ““Last quarter alone, we saw a customer increase of over 60 per cent, and daily users have more than doubled – a clear indicator of Copilot’s value in the market,” Spataro said.” Words from Jared Spataro, Microsoft’s corporate vice president. All about sales and revenue. So where is the security at? Where are the fixes at? So we are then given ““When I talk to chief information officers directly and if you look at recent third-party data, organisations are betting on Microsoft for their AI transformation.” Microsoft has more than 400,000 partners worldwide, according to the vendor.” And here we have a new part. When you need to appease 400,000 partners things go wrong, they always do. How is anyones guess but whilst Microsoft is all focussed on the letter of the law and their revenue it is my speculated view that corners are cut on verification and validation (a little less on the second factor). And the second part in this comes from CX Today (at https://www.cxtoday.com/speech-analytics/microsoft-fires-back-rubbishes-benioffs-copilot-criticism/) where we are given ‘Microsoft Fires Back, Rubbishes Benioff’s Copilot Criticism’ with the text “Jared Spataro, Microsoft’s Corporate Vice President for AI at Work, rebutted the Salesforce CEO’s comments, claiming that the company had been receiving favourable feedback from its Copilot customers.” At this point I want to add the thought “How was that data filtered?” You see the article also gives us “While Benioff can hardly be viewed as an objective voice, Inc. Magazine recently gave the solution a D – rating, claiming that it is “not generating significant revenue” for its customers – suggesting that the CEO may have a point” as well as “despite Microsoft’s protestations, there have been rumblings of dissatisfaction from Copilot users” when the dust settles, I wonder how Microsoft will fare. You see I state that AI does not (yet) exist. The truth is that generative AI can have a place. And when AI is here, when it is actually here not many can use it. The hardware is too expensive and the systems will need close to months of testing. These new systems that is a lot, it would take years for simple binary systems to catch up. As such these LLM deeper machine learning systems will have a place, but I have seen tech companies fire up sales people and get the cream of it, but the customers will need a new set of spectacles to see the real deal. The premise that I see is that these people merely look at the groups they want, but it tends to be not so filtered and as such garbage comes into these systems. And that is where we end up with unverified and unvalidated data points. And to give you an artistic view consider the following when we use a one point perspective that is set to “a drawing method that shows how things appear to get smaller as they get further away, converging towards a single “vanishing point” on the horizon line” So that drawing might have 250,000 points. Now consider that data is unvalidated. That system now gets 5,000 extra floating points. What happens when these points invade the model? What is left of your art work? Now consider that data sets like this have 15,000,000 data points and every data point has 1,000,000 parameters. See the mess you end up with? Now go look into any system and see how Microsoft verifies their data. I could not find any white papers on this. A simple customer care point of view, I have had that for decades and Jared Spataro as I see it seemingly does not have that. He did not grace his speech with the essential need of data verification before validation. That is a simple point of view and it is my view that Microsoft will come up short again and again. So as I (simplistically) see it. Is by any chance, Jared Spataro anything more than a user missing Microsoft value at present?

Have a great day.

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When the marketshare is murder

That is the setting and at first I would not really believe it. It sounded correct, but to be honest. I did not think that a place like Microsoft would intentionally target victims, but then there was a second source, the Guardian no less and that’s hen the disgust set in.

You see we know advertisements, we know advertisers, but for a system like Xandr to intentionally target people with gambling problems is a new low, even for Microsoft. This is what the article (at https://www.theguardian.com/australia-news/2023/aug/15/tab-gamblers-betting-australia-targeted-microsoft-xandr-advertising-database) gives us. The article heads the accusation with ‘‘Heavy TAB gamblers’ among groups targeted by online advertising database’, there we are told “The dataset of 650,000 international “audience segments” was discovered on the website of Microsoft’s advertising technology platform Xandr by Wolfie Christl, a privacy researcher at Cracked Labs. It listed dozens of data providers looking to offer advertisers the ability to reach certain types of people online”, so not only does the law seem unable to deal with drug pushers, now they are enabling a place like Microsoft to hit the internet by ‘gamble pushing’ victims of this event. As such we get “Of the more than 40 categories identified as related to Australian gamblers, the majority were split into subsets related to gambling interest, sport interest or a particular venue: “Gambling at Pub / Club”, “Spring Carnival Punters” and “Online Gaming – NRL”, for example”. I think it gives a new meaning to the slogan “Long may we play”, perhaps it should be “long may we exploit the gamer”, even though gamer is a stretch, the fact that I have seen scores of these advertising on on Apple, my thought might not be too far away from the reality that people face. Then we go into the unknown with “Everything from our location to our purchase history are data points that can be packaged and used to serve advertising, often through the creation of profiles based on assumptions about our demographics or potential interests. But we know remarkably little about how the ecosystem works.” So not only were we served all kinds of BS against Facebook and Google Ads. These same BS servers have no idea what Microsoft with its Xandr is up to? How is that for slow minded investigations? 

Even the excuse was ‘outdated’ and moronic. What we get is “Microsoft said in a statement to Guardian Australia that the document was inadvertently published on its website and was outdated. The spokesperson said Xandr’s data privacy practices were regularly evaluated “to ensure compliance with applicable data protection laws”.” The words inadvertently and outdated are stop words into nothing. The fact that this data existed was wrong to begin with, they were going after a marketshare, the desperate (as I see Microsoft) are so hungry for revenue that they are willing to look the other way in too many cases. I believe it was 10 years ago when I wrote an article with data that Microsoft was uploading xbox data in excess of 20GB in a month. So, why was that? It was also on dates when I never touched a multiplayer game, I checked the data and the amounts and they did not add up. Was that to feed Xandr? Was that to feed other needs? So what would have happened when Microsoft got to complete the Activision Blizzard deal? How much data would Microsoft get access to? I wonder how many people took a hard look at that, because in March that was 368 million gamers and all that data would be going somewhere, would it not? It might be nice for Activision, but I have some hardcore reservations when Microsoft gets involved. And now that we see the accusations by the Guardian, the show changes. The fact that Microsoft would allow to hammer the people with a weakness to gambling makes me wonder how they are getting the other $198.3 billion in 2022 with 6.8% more in 2023. So how many victims did Microsoft approach? All questions, but there is a downside there, the questions should not even exist and that it the disgusting part of this setting. Until today I never thought Microsoft could sink that low, but there is space to think they could do worse and that is an unsettling stage. So where are these high and mighty senators now? They were all willing to grill Facebook and its founder Mark Zuckerberg. Where are they now? Does Satya Nadella have too many friends in the senate? Is that why they think they could avoid this? Inadvertently is not an excuse, outdated is no excuse, that dataset should never have existed in the first place and that is now the larger question. Why was that dataset created in the first place. One source gives us “Xandr is used by 0.8% of all the websites whose advertising network we know”, yet what we need to realise that there are (according to some) 1,986,154,062 websites, even at 0.4% that amounts to 7944616 websites and if even one of them is Yahoo or any media site, the damage gets to be astronomical. But I reckon those senators will gladly pass over those numbers, won’t they?

We get it, advertisements are part of our daily life, but what happens when victims are intentionally targeted on their soft spots? Did you think that through?

Enjoy the week and remember the next gambling advertisement could be a mere click away if you are being targeted by Xandr.

 

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The ranking of potatoes

There was an insight in July. In this I wrote “I sometimes get a month subscription to load up on missed things and I have to as we all have budgets. I reckon that the UK is facing a much harder time. When they get to decide on two of the items (Food, Rent and heating) Netflix will be the first to go, and after that cheaper internet deals” and guess what. The Guardian gave us 4 hours ago (at https://www.theguardian.com/media/2022/oct/17/uk-homes-cancel-streaming-services-to-reduce-spending) ‘UK homes cancel streaming services to reduce spending’, all whilst my quote comes from Realisation, which is three months older (at https://lawlordtobe.com/2022/07/14/realisation-2/), so the issues given three months ago were largely ignored (like wannabe analysts stating that the loss of subscriptions were a mystery to them, or something like that). I saw the writing on the wall and the Guardian caught up three months later. As such I look at “total number of homes with at least one subscription fell by 937,000 from January to September” I see no real mystery here. As such we also get “The premiere of two of the most-hyped and expensive shows of all time – the $650m (£580m) productions of Rings of Power and House of the Dragon – failed to prove a big enough draw to reverse a decline of another 234,000 homes with at least one paid streaming service in the third quarter” yes, because these people really want to put their housing or food on the template of chance when it comes to a TV series and the setting that they are the most expensive or most hyped shows do not matter. People need to pay for food, people ned to pay rent and these elements were out on the shelf for too long. There is no real cap on food and the rent cap is limited to say the least. So these series miss out and those who have a few quid left, they will buy it when it is released on bluray. Which is given to us as “as cost-conscious households choose paying for essentials – such as energy, food and mortgage repayments – over home entertainment”, a simple part of the equation I saw three months ago and that is to some extent the solution I saw in gathering 50 million subscriptions. Because that will become a much larger station and it will get the one doing it $500 million or more. But then these people were aware, were they not? Consider that I accused Amazon and Google of letting that lie on the floor and three months after I stated the writing was coming to a wall near them. They did wake up and investigate, did they not? For all I care Elon Musk can buy it now and make life for them and Microsoft a lot harder. But I cannot do that yet, I am still awaiting response from Riyadh. So when we are given “The world’s biggest streamer, which has cut staff and become more disciplined with its $17bn annual content budget after earlier this year reporting its first subscriber declines in a decade, is forecast to add just 1 million new signups globally when it reports third quarter figures on Tuesday” I wonder if they caught on at all. More disciplined is a joke expression, it is like Google with their wannabe cheerleading “I am a lion”, all nice, but we know that the hunt is done by the lionesses, the lions just get them pregnant twice a day if possible. You see the lions are their for the lionesses the real hunters and “lions mate roughly every 15 to 20 minutes for two or three days—200 to 300 times in succession”, as such when you realise that what were the salespeople hoping at Google? For me the laughing matter becomes when (or if) Riyadh buys my IP, when they trump Netflix, Amazon, Microsoft and Facebook all in one swoop. I wonder who will be crying like a chihuahua then? Will it be Reed Hastings, Andy Jassy, Satya Nadella, Mark Zuckerberg or all of them? And it was not a hard equation, the fact that I saw this coming 26 weeks ago makes it that easy and there is optionally more, but I want to have a little more fun with this, as I should be allowed to.

The ranking of potatoes is not who is the biggest, it becomes a ranking of whom was the most idle of the lot and that insight might give you a few handles on where you have to go with what you have. 

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Vindictive eagerness

So is a person eager to be vindictive, or does that person seek vindication through eagerness, they are not the same but at times we cannot tell the difference within ourselves. Yes, there are a lot of people who are angry because Bethesda games are not coming to Sony Playstation, it is the consequence of Microsoft paying $8,500,000,000 for Bethesda and all that is around it. I get it and even though we find it a dick move, if I owned Bethesda I would have done the same. Strategically speaking it was a pretty brilliant move. So as we took notice of quotes like “Bethesda’s SVP of global marketing and communications Pete Hines offered an apology to PS5 owners, claiming that he understands the frustration, but there’s also very little that he can do about the situation. At the end of the day, it seems that the exclusivity is just part of game publisher politics!” And the man is right, it is the trump card of a system, we feel stricken because millions of gamers embraced Bethesda on their console and that got me thinking even more. I had already handed out free IP to any Sony exclusive game, but what if I add Amazon Luna to that list? You see, the idea came when I saw “Microsoft outlined the future of the Xbox platform. It was a quick focus on how we’ll be playing games rather than what we’ll be playing. Part of this new design strategy was outlined in a Q&A with Xbox head Phil Spencer and Microsoft CEO Satya Nadella” in the PC Magazine that was headed by ‘Microsoft Expands Xbox Cloud Gaming, But Streaming Won’t Replace Consoles’ and PC Magazine is right, but if we give IP to Amazon Luna (Google Stadia made a few wrong decisions), which was seen 3 days ago with ‘Ubisoft keeps Google’s ship afloat as exclusives dominate the show’, yes, if Google wants to embrace gaming mediocrity it is their choice, and even as they see it as a valid one, I do not think that relying on Ubisoft will help them that much, as I personally see it Ubisoft dropped the ball too often and has become slightly too unreliable. So it seems that the Number three spot after Nintendo might in the near future become Amazon Luna. Microsoft will remain around in gaming ranking, but it will be 4th, or 5th (more likely) position. So as I have a bit of free time, I will try to make the $8,500,000,000 invoice to seem like it was a $28,500,000,000 one, and by handing out free IP to Sony and Amazon exclusive games is one way of doing it and as I am creating novel and never seen before gaming IP, Microsoft will have to counter and that is the funny part of a vendor that buys ideas, they more usually than not are utterly incapable of creating their own (Nyuk, nyuk, nyuk). 

So as I was pondering a few ideas I suddenly realised that cloud gaming comes with another benefit, games can take new directions in a much larger field. It is like handing an artist who grew its art through drawing on A4 pieces of paper, an A1 sheet. In the beginning, he might think of how much bigger his art is, then he will see that he can place 15 additional pieces of art on one sheet, yet when you combine the two thoughts, you get a very different stage and that is where cloud gaming can take you.

I created in the past a game IP (situated in Amsterdam post apocalyptic) that had a wink towards Mercenary (a very old Atari ST game), but what if we change the premise, what if the sandbox is not merely one we create, but what if we can move from sandbox to sandbox? So what if we create the algorithm that can give us Europe around 400BC, 500AD and 2700AD and 3500AD? The same for a sandbox in China, India, South America and America? Not the people, but the lay of the land. So you end up with 20 sandboxes and the gamer can try and master them all. As we set the stage to a larger frame of mind (and a larger sandbox) we now can use that same sandbox in a few stages and in several games. So far none have offered that option, because it was not part of their setting, but they never considered the advantage of a much larger piece of paper, yes you can use it for larger art, but how many considered the ability to change that one piece of A1 and turn that into 16 pieces of A4? 

Yet that was merely the land, so what next? Well that is where it takes a shine to other fields and for that I need t remind people of something called Zoids, but with caution. I never saw the manga, I only saw the toys in a shop, but it was presented to me in a different fashion, two pieces make a larger third piece and even though I thought it was novel and nice for the kids, I never gave it much thought after that, but the idea stuck in the back of my mind somewhere. So what happens when the gamer is such a Zoid and by exploration the gamer can find and salvage more and more parts evolving over time and adding abilities, requirements and staging a much larger area. There was seemingly (never seen by me) something called ‘Zoids Saga DS’, it had the right idea, but like so many other things it was seemingly a really nice idea, but it was ultimately limited by gaming and that was 25 years ago, in this stage something like the Amazon Luna or the Sony PS5 can turn that idea into something serious and as we detach area from gaming premise we can add game after game in the same sandbox, the gamer can select which sandbox he plays this on, like an adaptive RPG, the stage will no longer be depending or limited on where you are, but what you become. Gaming as far as I could tell never took that sideway towards a larger highway, so as  we are dumped in what would become Madrid, Paris or Oslo, the adaption takes a different turn and we will not have seen that part before, cloud gaming allows for that and if we can bitchslap Microsoft marketing around on what they present to be innovation compared to actual innovation we might wake up whole scores of gamers as well. In this there is an old saying: “The analyst will show you what the best direction is, the politician makes you look forward to the invoice that follows”, yet the business world has more and more adapted from actual analysts to storytellers and now they have a problem, the politician adjusted to the storyteller, yet as I offer materials and foundations to others, the storyteller can adjust for what they have, not what others get. They can merely watch it happen and that puts the politician that the company relies on in a precarious situation.

Now this is no indication that all is bad for Microsoft, they will have home-runs and they will have plenty of good days, and they are entitled to those too, yet within the next year Microsoft and their  Azure work desk will add limitations and they will set the need for gamer data and as gamers will realise that always online means something different for Microsoft as it does for a cloud game, people will catch on, they are to some degree merely a revenue asset and that is where Sony, Nintendo and Amazon can shine and win. They always treated the gamer as a gamer and they gained the revenue, Microsoft and Ubisoft saw the gamer as a revenue piggybank and as I personally see it approached them as such, the moment the larger group of gamers catch on these two will take a dive and that is why my view of Google Stadia relying on Ubisoft gets hurt in the process. As I see it, should Amazon Luna embrace the qualities of Sony and Nintendo, they will end up in third position of the gamers list, with Google and Microsoft trying to catch up. I wonder if that is what Microsoft aimed for the whole time, spend $8,500,000,000 to end up in fifth position. I do not know, I am merely speculating and created a few ideas in the process. So as I left an (intentional) gap in the thoughts I offered, have you figured out what I am seeing all whilst Google Stadia and Microsoft Xcloud rely on Ubisoft+ titles? When Ubisoft+ becomes a separate vendor, something we have seen in streaming more than once, what will become of Microsoft, Google and its gamers? Amazon Luna has an advantage and over the next year it could evolve into an impressive amount of forward momentum, a stage that could degrade Microsoft in 4th position, so the maker of the strongest console in the world is basically a year away from moving from 3rd position to 4th position in gaming. I wonder if they consider that part when they handed over $8,500,000,000. I would not be surprised if they offer PS5 gamers Xcloud and Microsoft software on PS5 in some near future. I doubt Sony gamers will trust Microsoft, but you never know. 

So as we accept that we see “Xbox has roared to life at E3 announcing 30 new games for Series X|S”, we think it is a lot, and when we see “it laid out two years of exclusives including Halo Infinite, Forza Horizon 5 and Starfield from Bethesda”, yes over two years, implying 15 a year and more important, the big guns relying on a Bethesda game now need to create a hype that is staged for November 11th 2022. 11 years after Skyrim and it is still 511 days away and a lot can happen in that time, more important, their big guns are presented a year early and we saw that happen when Bioware did that with Mass Effect Andromeda, how exactly did that end?

The old expression: “You never know how the cow catches the hare” (answer: with a fishing rod)

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And so it begins

To be honest, yesterday was a little whack. I came up with the foundation of a new Star Trek movie (a story covering two movies), but I will not set it here as it is founded on Star Trek materials already in existence and as such, it is not mine, that and the fact that the people at Paramount should be ahead of me, if I can come up with the goods and they cannot, you can draw your own conclusions on that. The second part was a new idea on something that might be seen as either a sequel or a prequel. I am not much of a horror fan, never was but I sometimes go see one. There was Poltergeist, the Relic, Grave Encounters (one and two), and then it happened. The idea got into me and these movies gave way to the paving of the idea, they are important (somehow). I remembered a ride in a Dutch theme park named ‘the Efteling’, the ride is called ‘Villa Volta’ and it refers to a legend called ‘de Bokkenrijders’ (the Goat riders). The story goes back to a book written in 1779, the book and the gang actually referred back to 

  • Gabriël Brühl – sentenced to death by hanging, 10 September 1743.
  • Geerling Daniels – died of two self-inflicted stab wounds, 28 January 1751.
  • Joseph Kirchhoffs – sentenced to death by hanging, 11 May 1772.
  • Joannes Arnold van de Wal (“Nolleke van Geleen”) – sentenced to death by hanging, 21 September 1789.

When we consider these parts, we see the foundation of an excellent horror movie, one with references to the past, consider that the area ‘the Kempen’ was not the most illuminated one and also largely absent of lighting, we see a larger stage, with the robbing of churches, people and devil worship that the stage for something nicely haunting can be made. A stage that includes parochial corruption, envy based corruption and superstition all whilst there was an actual danger of cutthroat robbers does tend to lend a hand in setting nerves on fire as we contemplate what is behind the three doors, it might help to realise that it is not the doors leading to the living room, the street or the cupboard door to the bed (people slept in cupboards in those days). A stage that was determined not by law (even as they claimed it) but by fear and by the hands of the church, yes, those were the days.

So as I was setting the field to all kinds of creativity, the US government changes the timeline I had in mind initially (at https://lawlordtobe.com/2020/12/03/trillion-dollar-musk/  where I wrote ‘Trillion dollar Musk’, the stage where I predicted “I stated before that in the next 3-4 years his value will increase to roughly $1.2 trillion dollars, or in a less shorthand version $1,200,000,000,000, yes that is where he is heading and he already has most of the IP in his possession to do so”, now we see that Reuter gives us ‘Biden proposal: $174 billion for EVs, new funds for renewable power’, a stage where we are told “The White House said the new EV funds will result in more U.S. production of EV components and batteries and fund new consumer rebates and tax incentives “to buy American-made EVs, while ensuring that these vehicles are affordable for all families and manufactured by workers with good jobs” and that is the beginning for Elon Musk to chisel in stone the setting that gets him a trillion dollar plus member and he already has most of the IP to do so, the little he is missing was in one of my articles and likely his team already has the stage in place to get started, I reckon (speculatively) that Elon Musk and his Musk-wares will optionally be a household name within the decade, equalling, optionally surpassing Google, Apple and Microsoft in the process. It is the power of innovation and the sooner the iterative flaccid minds take notice, the better the world becomes. 

And so it begins, the stage for a new technology driven economy comes into play and when 5G deploys all over the world, the old people (Arvind Krishna, Satya Nadella, Larry Ellison et al) see what happens next, they will race, they will cry needs and they will object to all kinds of things, but the world is changing and unfortunately for them, Elon Musk seemingly has the goods.

It will not make changes overnight but it will make larger changes. He will not do it alone, there are larger players who will be part of all this, but not the three mentioned and if they do not adjust the need of their shareholders to actual innovative jumps they will become obsolete. Yes and it includes Microsoft, who has the good fortune to be reduced to a user facilitator. The innovative will also push us into directions we are not completely ready for, but that is the foundation of innovation. You see Ren Zhengfei was initially part of that, but the Wall Street players saw what they were missing out on and their anti-Huawei rhetoric is playing against them, now the US will miss out on a lot more, the question is will the change of direction go towards the EU, or will there be another direction? I actually do not know, but to cater to these changes proper 5G was required and in the speed section, we see (according to statista.com) that Saudi Arabia is at the head of that speed setting, yet both Canada and Australia have more than the minimum speed requirement (America does not), as such they do have a larger advantage at present and that matter, because the developer that fits the bill will have an easy mark raking in revenue in whatever direction innovation pushes. I cannot tell what direction it is in, because I simply do not know, but the earlier step (the Elon Musk deal) will also push domotics and smart devices and they are optionally now all driven by Musk technology. 

So here in the beginning of new technology, we see players, but not the players that hoped to be in charge and that drives them to all kind of directions, it is THEIR personal horror story, and they fear to be non-essential, the rich fear that as much as a direct loss of wealth, because when their status as essential captain of industry goes, so do their automatic revenue renewal programs, and it seems like we get to see the impact of those changes earlier than I expected.

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