Tag Archives: Saudi Arabia

January 19, 2024 · 20:19

The other colour

That is what is ended up being. It started with the thoughts of ‘Pink is the colour of ignorance’, a story that might still make it, but I want to add more evidence. The Guardian had a good start, but it is more than that and I need to tag it. The other colour is green, the colour of dollars. Reuters give us some parts of it, but my mind is asking questions. Questions aren’t voiced by the media at present. As such we start with Reuters (at https://www.reuters.com/technology/google-invest-1-billion-uk-data-centre-2024-01-18/) where we are given ‘Google to invest $1 billion in UK data centre’ and this comes with the added text “It also comes weeks after Microsoft unveiled plans to pump 2.5 billion pounds ($3.2 billion) into Britain over three years, including in growing its data centre capacity, to underpin future AI services.” The math doesn’t work, especially now. You see UK pushed away from the EU and all this sets a weird station. I know that any data centre costs money and I have no idea how much. One argument is that a data center of the size that Facebook or Google might use would cost from $250 million to $500 million, so why is Google spending twice that and why is Microsoft spending 250% more than that? Now the twice I could get. Operational cost, rising energy costs and when you add that up you might get to 750 million and that is only 250 million away from the leap that Google is stating. 

Sp when you look at that setting we see two bulls fighting for the same population (Google and Microstupid) but the larger question becomes is why? Why spend that much to cater to 68 million people in the United Kingdom. It is not just services, it is data and data collection. To what degree is anyones guess, but wonder why Microsoft would spend $2,500,000,000 to service 68 million people. I am wondering who is buttering the sandwich of whom. I tend to distrust Microsoft, there have been too many issues and they have lost too many battles. Is this desperation? 

The open field
The questions in the open field is not the UK, you see if these two are there they are already growing in the Middle East or they are about to. You see, these investments make sense in the UAE with 9.5 million and Saudi Arabia with 36 million. Apart from their populations both these players will have exploding infrastructure needs (The Kingdom of Saudi Arabia more than the UAE), but the UAE is on a steep incline of services and services needs and I showed that in a few articles last week. The UK has none of that at present. More importantly the EU has also needs but not to these degrees and the UK facilities will have projected limitations as one might guess. So what gives? As for Future AI services. AI does not yet exist and the Machine Learning solutions are all massively dependent on data, something Microsoft is still short of. As I ponder more sides to this, I see more issues and also Huawei now has a data center in Abu Dhabi, giving them a much larger advantage in a place where cash is still king, or better stated cash has a more robust voice, more than the UK can muster at any given time before January 2026. 

As such there are issues and even as none of this is on Reuters (important to know), the setting is that the lack of visibility in several directions make me wonder where these two are going. No matter how good we think of Google (I still do) they both need data, Google to remain top dog and Microsoft to not be as irrelevant as they made themselves to be. 

Sides no one is looking at and I merely wonder why. Are they in a flim flam spin by Microsoft marketing? Do too many believe the shallowness of Microsoft presentations? Your guess is as good as mine, but when you start digging into actual sources that remain true non-biassed the math does not add up. At least for me it does not and I am not economist or econometrical engineer. Data is its own currency, the problem is that when it is the only currency remaining those who have it get access to everything, the rest do not.

Just a thought, enjoy your Friday.

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January 10, 2024 · 23:32

A 28 month delay

Yes, that is how I see it and it all started by a story in the Naval News (at https://www.navalnews.com/naval-news/2024/01/red-sea-crisis-houthis-demonstrate-increased-capability-coalition-demonstrates-increased-presence/) they were not alone, but there I saw a quote that set me in motion. The quote that set it off was “The introduction of a one-way attack USV is of concern”, you see that was an incorrect statement. I made clear reference of this in ‘The Iranian play’ (at https://lawlordtobe.com/2021/08/30/the-iranian-play/) there I wrote “Yemen has no infrastructure for this, Iran is the only player willing to supply Houthi forces and that is the problem” I wrote this 28 months ago and in 28 months the Houthi forces never gained the ability to do so, they never had the option or (at that time) trained staff to do anything we saw. The west and others sat on their asses all whilst the problem evolved and ONLY now, now that the fat cats are losing margins in the red sea, NOW we see action. So how stupid was that to begin with?

Al Jazeera (at https://www.aljazeera.com/news/2024/1/10/us-uk-forces-shoot-down-21-drones-and-missiles-fired-by-houthis) gives us “No injuries or damage reported in what the US military said was the 26th attack by the Yemen-based group since November 19” as I personally see it, this is pushed by others, happy to use Houthi forces as cannon fodder, but the west remains ignorant and I personally believe it is an intentional form of ignorance. 

Who did anything to stop these drones from getting there in the first place? I can’t have been the only one seeing this 28 months ago? So who was drowning the proper investigations? Who was stopping the media from asking the right questions? Perhaps it was all for the digital dollar. I doubt it, I personally believe this was another setting towards destabilisation of the middle east. It is a personal view and I might be wrong, but ask yourself. Now we see what was clear that many months ago? Are the red sea margins that important to the west? Are margins all they care about or is all that only possible as the middle east stays destabilised? You tell me, I am honestly clueless on what the answer is. Yet when you consider how long these Houthi forces are receiving support in hardware and training all whilst the west has been unable to stop them? 

Now consider three of the least capable parties in all this CIA, MI-6 and DGSE and no one saw this? I will let you ponder all this as the news comes in. Yet consider The Guardian (at https://www.theguardian.com/world/2024/jan/10/britain-warns-severe-consequences-houthi-attack-red-sea-repelled) giving us “The Houthis, once seen as a minor localised military force, say the attacks are intended to force Israel to allow more humanitarian aid into Gaza” all whilst I gave the lowdown 28 months ago and you tell me, who is doing a number of whom? 

Enjoy the moment when you are merely one day away from Friday.

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January 10, 2024 · 01:24

The other way contemplation

We do that sometimes. However, we do not do it enough and I am no exception. You see I have been looking into tourism and other hospitality data for the Kingdom of Saudi Arabia and the United Arab Emirates. It pushed me to suddenly set the whole kit and caboodle in a topsy turvy setting. Not because I wanted to, but because it started to make sense that way. The more I saw internationally the more it made sense to turn it around.

In this there are a few players NICE was in pole position, but HAMAS pretty much made that a no-go. So that left the larger players like Alvaria and Avaya and none of them are ready and they need to get ready now.

Why now?
Dubai international airport will become the largest player on the planet this year. This means that to a larger degree hotels, convention centres and attractions also need to get ready. You only get one chance to make a first impression and so far these two players have done well. 

Yet I believe (unsupported by facts) that these two players took a page from American books and that makes them sales organisations. The changing setting over the next 10 years require them to be service minded and take a much larger page from the DISC system requiring a much higher page from the settings of integrity and stability. Support, contact centres and call centres depend on these two settings. I reckon that within 5 years too many American firms will have larger issues and staff issues is not the first on my mind. As such players like Alvaria and Avaya need to invest in setting their support systems in the UAE (Abu Dhabi makes the most sense when it comes to cost) but when it is working they will also need a station in Riyadh. 

Why?
We see the line, NEOM and Mukaab in Saudi Arabia. We see the growth of Dubai and both are about to boil over on tourists and that requires a massive call centre. Now, if it was merely one there wouldn’t be a big issue. Yet the station of all this is changing and I reckon that software development will change too. As such, how many native Arabic systems do you know? I reckon none, they would be niche and very rare. Yet the larger station for tourism becomes Egypt, Saudi Arabia and United Arab Emirates and now that setting starts making sense. A Arabic first setting with English (and others like German, French and Italian) as a second language. That is not easily done and as such you need development in one of these places (starting in the UAE makes more sense). Beyond that it would still be some version of C with Java but set to Arabic settings. You will all cry foul and American developers will rely on BS shouts but the setting through BRICS in the middle east is changing and having a call centre in India will not cut it. Lets put it in another way. When you are risking millions (a lot of them) do you really want to rely on an Indian call centre with optional hardware and communication issues? 

There needs to be a presence there and so far none of them are catching on (I checked their career pages).  And when we get to 2027 and people are starting to figure out that more needed to be done there they are too late, the early work gets the business.

What’s in play?
The Line will host to 9,000,000 people (when it is complete), Sindalah is expected to have 2400 visitors a day by 2028 and Trojena for which $500,000,000,000 is reserved. That list of projects goes on for some time. Then there is the Mukaab that will house 7,000,000 people doubling the population of Riyadh. When you combine these there will be a massive shift towards service oriented solutions. And as far as I can tell at present only NICE was close to ready for that. That was before UAE with the largest airport on the planet came into play and their tourism is making strides requiring all kinds of service oriented solutions and they all better be talking to each other. When you consider all that a native Arabic solution starts making sense and even as EU and American players are in denial, their time is up and I reckon that the Chinese developers are already on that page (for other reasons) and it suddenly dawned on me that a native Arabic solution takes most of the hackers out of the equation. It might be C (or C#) and Java, but on an Arabic setting most of them won’t know what they are looking at and that is an additional security for the Arabic solution.

And when it is all added to a subtotal my view will start making sense. It is not out of the blue, I have been involved with customer care and customer support since 1988, I have seen so many systems and most of them were merely to serve sales and that time has gone. There is a reason it is called Software as a Service and not Software as a Sales-point. SaaS will be the future and predominantly as a cloud solution but there too we see differences and that is where the changes come systems will have to combine and transfer data as needed. So that a person from arriving airport to final destination home is never left out in the cold The more complete service solutions need to alter their behaviour. This goes beyond what we merely see now and KSA, UAE and Egypt would be first, but as this solution gets traction and speed the other players would want to get such a solution as well. The Marriott is merely a first stop. As the high end vacation goers will visit new places they will demand the service that the saw in the middle east and that is when the other systems collapse. They pushed these systems with additional servers additional seats but they forgot that these systems need interaction and their data settings were nowhere near ready for that. So you get people to do it (making AI claims) and watch it all come apart from almost the beginning. The Middle East is in a strong position to force creation of an Arabic solution and I reckon that there are enough millions connected to this to make the larger players jump. My vote would be for NICE, but HAMAS made that no longer an option. It is now up to the others to get ready or be passed by the player who did make that jump.

It is my view and feel free to disagree but the changes in tourism we already see happening are proving me right and when Mukaab and the Line are ready in 6-8 years they either have a solution that can take messages from 16 million people or watch the complaints section explode with messages on a near daily basis. 

Enjoy the day, it’s midweek here now.

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January 9, 2024 · 06:59

Just a metric?

That is at times a question and it is also at times a recognition. You see, metrics are at times just that, metics. We can sing high and low, but metrics are most of the times in a vacuum, that is until someone uses it to weave a story. You, I, we all do that. Some are clearly shown to be related, others are less so. As such the story that we see in the Khaleej Times (at https://www.khaleejtimes.com/business/aviation/dubai-airport-could-join-100-million-passenger-club-this-year) could be either (initially). You see, the ‘Dubai airport could join ‘100 million passenger club’ this year’ and for the most will sing that it is just as meaningless as them joining the mile high club. But some comedians will point out that they were alone getting there. So as such it seemed like a nice thing to achieve. I saw the airport on YouTube and it does look impressive. 

So, when you consider it the numbers in a larger context it now implies that Dubai International Airport is about to become the busiest airport in the world. Leaving Heathrow far behind it and beating by a fair margin New York, Los Angeles and several other airports behind them which they should have been competing against. They are about to overtake them all. In 2022 they were fifth, they are about to get pole position in airport traffic. This implies that this airport deals with 11,415 passengers EVERY HOUR, that is some achievement, especially as Toronto Pearson International Airport (in 29th position) can’t seem to get anything right at the moment. These two metrics matter because this implies that Dubai is getting things done right and there is a connected metric. You see, I wrote about tourism (Saudi Arabia and UAE alike) and now we see a new metric. When you consider that many can only spend their holiday funds once, that a slice who are going to Dubai will not be able to go anywhere else. As such these other places will lose some visitors and that results in lower revenue in those places. I made mention of that a few days ago, but now you see a connected metric. For whatever reason these people have decided on Dubai (and the UAE) that is the underlying metric that should not be ignored. 

And the speeches are also setting the new stage that they are ready to receive 20% more. Yes, all nations will make presentations and the UAE is no different than other nations in that regard. Yet the larger station is that Dubai has a growing population for tourism. It has more options for tourism than many other nations and when you add Abu Dhabi and the sports they both hold, the appeal start making sense. People just want a nice time. They want a place where they can relax and Dubai is one of the places that delivers. Those who want to play hard go to a ditch (massively drunk) in Las Vegas, those who want to have a great time, are now deciding to give Dubai a try and the more it delivers the faster that tourism part grows. Now compare that to waiting lines. Escape from the Gringotts (Harry Potter Orlando) 45-120 minutes and some times at Disney (Orlando and Paris) are close to that horrendous. So when you can select a place with a lot less waiting times I could not see any clear numbers on Warner Brothers Abu Dhabi, but several sources claim you can see the entire WB park in a day. 

Now consider all the other places these two locations have and also consider Deep Dive Dubai (not really for the young tourists) and you end up going to a place with the most amazing and most unique diving experience that you cannot get anywhere else in the world. So others want to think this is a fab, a fashion moment? The world stood still and now others are taking charge to offer what people might like. I use the word ‘might’ because the consumer is a fickle person with no real destination in mind. Yet, as I see it. Dubai with its malls, its theme parks, even a skating rink and two Hockey teams (the real hockey on solid water) and now a growing football offering. It seems that they are doing everything right and the fact that they are about to break the 100,000,000 served passengers a year line is a pretty good indicator that they are doing it all very  right.

Enjoy the day and if you go to Deep Dive Dubai be nice to yourself and do not watch Jaws before the dive.

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January 8, 2024 · 14:01

One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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January 3, 2024 · 21:40

A strange evolving setting

I saw the article last night (really really early this morning) and it gave me something to think about. The article (at https://www.deccanherald.com/business/economy/with-russian-oil-imports-falling-india-turns-to-saudi-arabia-2832708) comes from Deccan Herald. I do not know them, but it is an Indian paper. The west doesn’t seem to have this. So lets look at what is weird. 

It starts with “at least five cargoes of the sweet Sokol variant heading to other locations, data from vessel tracking agencies showed.” Then there is “China appears to be the final solution for some cargoes” so whilst we see that imports of Saudi oil, rose by about 4 per cent, Russian oil declined by 22%, the numbers do not add up. I personally believe that Russia is in more trouble then they are letting on. I personally believe that a chunk of that oil is going to Iran to pay for drones. Iran might have oil, but it is embargoed, Russian oil is not and they can make transfer sales and fill their coffers up that way. Now, all this needs to be taken lightly, because there is only one source and I am speculating of that. Consider the deal Russian suppliers had with India. Also consider that by late July 2023, Iran had sent at least 400 Shahed and Mohajer series drones to Russia. That is close to $20 million, per $60 a barrel that is a whole lot of oil and the fact that India is getting less implies (implies is not a fact) that Russia has more than one issue at present. The Shahed drones are running out, more are needed and Russia (through several sources) are lacking in capabilities to get their own drones to the front. This all adds up that Russia has increasing issues to maintain their battlefronts, to maintain their Russian oil supplies and to maintain their manufacturing facilities. Napoleon lost with a lot less problems.

So whilst Saudi Arabia is seeing more revenue from their oil stocks, the question is how long that happens. It is not on Saudi Arabia, but once it is shown that Russia is lacking in a few ways the larger station comes that Russia will be fighting internal and external wars. 

So how right am I?
That remains the larger question. If any of the presented facts through sources is wrong, the entire domino wall comes tumbling down. None of this could be verified and the fact that only the Deccan Herald had this is also a point for debate. There are differences between the data of Kpler and Vortexa and that is fine. But the stage where Russia is delivering 22% less whilst there are implied reasons and none of this backed up by facts, together with the one mention of China with “China appears to be the final solution for some cargoes” makes me think that there is more going on and somehow someone paid for all those drones, Iran doesn’t give these toys away. 

So there is a stage where merely some of it could be right, but which part? 

In addition to Yesterday
Yesterday I talked about tourism. What I failed to mention is that there was data on the UAE. Reuters gave it 4 days ago (at https://www.reuters.com/world/middle-east/uaes-abu-dhabi-sees-non-oil-gdp-growth-77-q3-2023-statement-2023-12-29/), I missed it.  There we see ‘UAE’s Abu Dhabi sees non-oil GDP growth of 7.7% in Q3 2023 -statement’. This is huge and it is non-oil growth. Now, this is not merely tourism, this is on more sides, but tourism will be taking a chunk of this. Poland with 1.4% growth is the biggest in the EU last year. This implies that the United Arab Emirates outperformed all EU nations by well over 500%. That is massive. Now, comparing GDP’s is unbalanced and incorrect, I get that. However, these settings imply that tourism in the US and EU are taking a serious dive in 2024. We can debate that this is merely a hiccup, or that it is nothing, a mere blip on the radar. But in light of their faltering GDP and places like Greece, Spain, Italy, London, Paris, New York and Florida need tourism these blips could have severe impacts in these places. If continued there is every chance that Saudi Arabia and the United Arab Emirates will get access to $25-$30 billion and other places do not. Do you still think it is a little hiccup? Even when we see “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs (2021)” now consider that to be 5% less. How many jobs will go south? The European nations cannot even consider losing that much, it would be like the impact of Greek tourism (2002-2008) but now over three nations. That impact will be seen. 

So how accurate is this?
It is not. The reported numbers from Saudi Arabia and the UAE are, but how it affects others is not directly seen and can only be speculated on. What is clear that money spend there will not be spend anywhere else and that implies well over 25 billion lost to other places. How much each is impacted remains a guess. 

So enjoy the day and consider that special deals this summer will be all over Europe and America, so you might get a decently prized vacation this year.

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January 2, 2024 · 23:28

Change starts now

Yup, that is the setting. We can ignore it. We can deny it and we can oppose it. All choices that any of us can make. Are they correct moves? You tell me. I am not saying what you need to believe, I cannot say what you have to trust. But change has started. It basically started lat year, but now the changes start adding up. To see this we need to see the article in the Saudi Gazette (at https://saudigazette.com.sa/article/639241). There we are given ‘Spending of visitors to Saudi Arabia soars 72% to SR100 billion in first 9 months of 2023’. Now we can wonder how much it is, but it amounts to $26,000,000,000 dollars more spend in the Kingdom of Saudi Arabia. Some will say ‘so what?’ And I get that, I have nothing to gain there either. But the fact is that the bulk of all tourists can only spend their money once. This implies that the 26 billion spend there is not getting spend anywhere else and that will matter to a whole range of people. Now, for the most I reckon these are Muslim tourists and they decided not to spend it in Amsterdam, London, Paris or some place in America. The part of the 72% more also matters. It means that as a tourist destination Saudi Arabia is starting to appeal to a whole lot of people. It means that plenty of other economies will not be getting them. As such, when a place like Australia gets only 1 billion less, it will be felt on most corners of any street. Not much mind you. However, there will be an impact. So, what do you think the impact is in London, or even America. America has had bad news after bad news and now there is one indicator that tourism has been impacted in America. It is only one indicator. I reckon that if places like Dubai also sees a larger growth. Places like Tokyo will most likely lose out. 

The fact that Saudi Arabia has been trying to appeal to a larger audience for tourism goes way beyond Islamic tourists. The moment their winter resort and their other places start opening up in the next 4 years, European and American tourist destinations will need to cater in a whole new way and they are for the most broke. They catered to self for so long that there are too little reserves left. The fact that more and more people are considering the UAE as a theme park destination over Disney-world is only now beginning to sink in. Ron DeSantis really messed that up. We get news messages like “Yes, fewer people are visiting Disney World, but the company has shown that it can raise profits by doing a better job serving fewer guests.” It is my speculations that either revenue goes down, or they will cater to a ‘wealthier’ audience, which implies it is a slippery scale to bad times for them too. Then Florida lose a 1 billion investment option by Disney (thanks to their own governor) and at that point an image starts to shape. Be careful what you see, because one swallow does not mean summer has started. Yet the larger stage that Saudi Arabia is creating will imply that their $26 billion windfall is merely the start of more. It does not guarantee success, it merely means that failure is almost no longer a consideration for Saudi Arabia. These things are not the same. But the thing that matters to me is that if that amount was spend there, it was not spend anywhere else and that is the stick that western tourism needs to deal with. There is every chance that it is already to late. There are a few indicators that the Muslim population (which is closing in on 2 billion people) are selecting Saudi Arabia and the United Arab Emirates as their destination. That is the takeaway that I am seeing from a few articles, not just the one I am referring to now. 

There were more indicators and I wrote about them last year, but to see the result of 72% more in the last year is a definite number that has a much larger impact on global tourism. We will hear all versions of wisdom on how ‘experts’ say that there are solutions. I wonder where they are. You see the west and America specifically haunted the Islamic population and that population is looking for other places to visit. Now this will not imply all Muslims, but consider that 400 million go on vacation in 2024. The chances that they select Saudi Arabia and/or United Arab Emirates over all other destinations is not a large call to make. These players have been catering and perfecting their offers for a few years now and the hostilities they all faced everywhere else has them reeling for a solution and these two players have offers in spades. So as we see 2024, we need to keep an eye on what revenue goes where because the impact is close to global. 

Change is starting to become visible now, but it started last year and as these two deliver more, more and more muslims will consider another place to visit. Preferably in a place where they get a decent treatment as Muslims. It was never a hard sell, it was pretty obvious to begin with.

Enjoy today.

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December 31, 2023 · 13:03

Jan Klaassen, horn blower

Yup, at times this happens. We all have a need to blow our own horn. I am no different and as the world is not giving me any interesting news items. I decided to blow my own horn (of sorts) today. The thought got to me when I saw the article (at https://www.arabnews.com/node/2434076/saudi-arabia) called ‘Year in review: How Saudi Arabia made its mark in tech, tourism, diplomacy and entertainment in 2023’ where we see “Successful bid to host World Expo 2030 and ambitious infrastructure projects make the Kingdom a must-visit destination” but that is not the part I saw pondering. It was “Saudi Arabia will look back on 2023 as a year of triumphs, having hosted major events in the fields of technology, culture, sport and diplomacy, while continuing on its path of impressive economic expansion and diversification.” With the added “The Era of Change: Together for a Foresighted Tomorrow,” I offered the Kingdom (via its Consul General) another option to impact millions of Islamics in a few ways, but alas I was turned down. This happens, no hard feelings. My thoughts might not be the thoughts of others and I did try to pass this onto The Kingdom Holdings (apparently also unsuccessful) and that is on me. It might be my wrongly stated view, but I feel strongly about that IP and I believe it would give the Kingdom additional options, especially in diversification. Now, I am trying to complete a ‘novel’ (my personal view) on a script that might appeal to Al Saudiya. Of course I have no high hopes that I will be successful, but I did put my foot in this and I plan to carry it through, successful or not. You see, we all tend to worship success, but I have seen innovation in failure. Innovation missed by Amazon, Apple, Google and IBM (no one cares about the other one, the company with the ‘M’ of mouse) and it matters. In this day an age where they are all presenting AI (which does not yet exist) where they all present on what comes next, I have shown them to miss all manners of innovation on several matters and my previous articles expose some of them. So whilst I am blowing my own horn (scandalously, I admit) we must consider that some are not as hungry for revenue as they seem to be, which was why I tried to sell some of my IP to the Kingdom of Saudi Arabia. It was not that the United Arab Emirates were less of an option, but when the IP is shown in its full view, the choice of the Kingdom of Saudi Arabia would make more sense to a whole lot of people and both could easily (very easily) afford it, that and the fact that both want to diversify I felt comfort in making the offer I did. 

Even now I see additional options in several fields (not all directly involving the Middle East), but as time lines go, they could benefit from at least one such path (one shown yesterday at https://lawlordtobe.com/2023/12/30/almost-circular/). As such when diversifying it pays to consider paths that are not on everyones mind, but when you consider that path makes sense to many people. That is one side of innovation that we tend to forget. It is not the innovation where everyone is looking at (like no real AI), it is looking in the opposite direction and see what could be done there. As no one is looking, the player doing that could be the only one for some time. And when others wake up they either follow behind, pushing you to make a better product or set the stage for others to become serious players in that field. 

All this matters as it changes the fields and it changes the interactions between players and that matters because that change could affect a whole range of other issues.

Just my $0.02 on the matter. Enjoy the day and the festivities that follow today.

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December 30, 2023 · 12:01

Almost circular

Yup, we get that expression again, we are almost done with another trip around the sun. I am not sure where it comes from. I think I heard it first on Facebook, but that is no indication of origin. So at the end of the year a few things hit me. I want to give them all up here, but in this case I have handed them over to Tencent Holdings Ltd. first. Lets see if they are more awake then Google and Amazon. You see, there is a hiatus appearing and that is not a good thing (not a bad thing either), it merely is and I recognise that. Yet the hiatus was discovered by little me when I was getting to know a program called Final Draft (v12). I am putting in one of my Scripts for Al Saudiya and I got well over 30% done in less then a total time of 24 hours. As I was progressing through the parts (ACT4 in particular) things started to appear before me. Thoughts that I had not had whilst writing the story by itself. Now, this makes sense. Final Draft is a specific solution for a specific audience. Yet what appeared to me more clearly (part of it was already visible, which was why I selected that tool to learn) Is that there is an offset to ‘immediately’ register it with SAG-AFTRA. It set a new station. You see, not only can (what some call) do a Reese Whiterspoon on all this. There is a growing need for a cloud solution and set up a global protection umbrella for scripts. Consider that until a few years ago Hollywood had to deal with 35,000 scripts a year. 350 are made into movies. It is a simple cram of the crop equation. Now consider this same setting but with additional streaming, TV, Nollywood, Bollywood, Scandinavia and so on. We now get closer to more than 100,000 scripts. So how to prevent ‘cross-pollination’? The only real option is to have a cloud solution that registers all what you write into the cloud. It could register as evidence that your IP was invaded upon. But to do that your IP needs to be registered. I think Final Draft, Inc. is already thinking and moving into that direction. Now that Final Draft is pushing towards ‘Writing for Youtube? We’ve got you covered!’ The stage moves even further. You see YouTube is ‘stating’ that there are 38,000,000 active Vloggers. If only 10% is upping their game with Final draft, Final Draft will suddenly need a much larger support system and an optional global one. That was what I was banking on (initially) but I didn’t see the YouTube part, which is of course a nice escalation in my favour. 

In that setting Final Draft needs a support system that can take care of that much more users. They would need two parts. The first is a support system like only NICE CX One can deliver and they need to consider globalisation. If only to set an optional 24:7 setting. That gives them USA, optionally UAE (Abu Dhabi, as Dubai might be too expensive). Somewhere in India and on the east side of China. They now have an overlap in 4 stages, meaning if one has technical difficulties the left and right side of that team can carry the load for a few hours each. China makes more sense then Japan, because the Chinese entertainment industry will get a massive influx in 1-2 years. UAE has more options than Saudi Arabia, but the Arabian entertainment is also due a larger growth. Saudi Arabia is already setting its mind on sports, meaning that streaming is closely followed, hence my Al Saudiya move. 

And they can also support Nollywood. As such, as demand grows Final Draft is about to grow to new heights. And their cloud move makes sense. It is a logical next step to allow their customers chose to select the cloud or keep it local. So as we are about to make another trip around the sun, we need to see that Final Draft was ahead of a lot of people and the one niche that Microsoft ignored for close to 20 years is about to be lost to them. No worries, Google was asleep at the helm as well. Another setting they never saw coming and where was Amazon? I cannot tell, because none of this was on their ship, but if they align with Final Draft on that cloud solution, optionally with NICE, the game changes a little more and both streams will be lost on Microsoft. I predicted a lot of this, not this one, but that implies that Microsoft in the end losses a lot more than before and that is also the new setting. Millions now needing a non-Microsoft solution, how weird this year ends. Not to put to fine a point on this but I am loving this.

Enjoy this day before the end of the year.

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December 19, 2023 · 23:03

Who wrote what for whom?

That was the very first question in my mind when I read the article in the Foreign Policy called ‘How Saudi Arabia Could Use Its Leverage in Gaza’ (at https://foreignpolicy.com/2023/12/18/saudi-arabia-israel-gaza-mbs-leverage/) there are a few settings I had an issue with, so let’s go.

The first part is seen with “While some observers may be surprised by Hamas’s heinous Oct. 7 attacks and the eruption of a major war, others had long dreaded such an outbreak of violence. Due to the desperate desire of both Israel and the United States to see a normalisation deal with Saudi Arabia, the unresolved and simmering Palestinian issue was largely ignored.” Is that so? Several governments as well as the United Nations have been eager to ignore the events of October 7th. The United Nations took that vicious cowardly attack from all considerations, others merely painted over that event like it was an undesired breakfast. It was what set rage in the hearts of Israel. The word Hamas is mentioned in this brief twice, one you saw above. So that is the second setting in all this. We can understand and to some degree agree with “Saudi Foreign Minister Faisal bin Farhan is leading a diplomatic committee mandated by the Arab League and Organisation of Islamic Cooperation, to tour various international capitals and argue for an immediate cease-fire.” As an observer I understand that Saudi actions is driven by the need to protect Muslim lives, nothing wrong with that. Yet the biggest problem in all this remains Hamas, and as one source told me “until someone stops Hamas effing around, there is no stopping the IDF” a very valid argument from the other side and as I see it the largest issue is right there. Hamas must be stopped. They opened the door with 1,413+ kills, 8,745+ wounded and 248+ captured or abducted. The IDF hit back and in Gaza we are told the damage is 19,453+ killed, 52,286+ wounded and 7,000+ missing. The problem here is that Hamas is hiding in-between the civilians giving us a one sided reported issue. We see too little reporting on events like “the video, which has been replayed by dozens of news outlets, seems to confirm what Israel has long claimed that Hamas uses innocent Palestinians as barricades by installing their headquarters and arsenals beneath schools, hospitals and other public institutions in a vast complex of subterranean tunnels.” The Washington Post did not keep silent and for reference, the dozen news outlets should alert you. For reference, in America alone there are 204 counties in the United States with no news outlets. There are 1,562 counties with only one and a global total of ‘dozens’ mentions of that event? This should and needs to be a wake up call, especially when we collect the number of European news outlets as well, ‘dozens’ is an outrage and that is also part of the equation.

So now we get to “The Saudis are also using an overlooked diplomatic tool: silence. Their outright refusal of any political discussion before a cease-fire is also generating pressure by disallowing Israel a clear political horizon after the campaign. As the Saudi foreign minister said last month: “What future is there to talk about when Gaza is being destroyed.”” Here we can agree or disagree, but silence is a valid tool and Saudi Arabia is doing what it feels to be best for Muslim lives, no one can deny that, what does matters is that the west is equally in silence by gives no explanation on why it does so and ignoring the October 7th events does not happen. For reference Al Jazeera covered the October 7 events, many news outlets trivialised those events.

So when we are given “It does not want to allow itself to be politicised for Israeli political ends. In other words, the Saudi ruling elites want to avoid being “spun.”” I can accept and get behind that, because in any war there are at least two sides and they both want to spin to accentuate THEIR view. I can get behind that train of thought of not getting spun. 

Then we get to an actual truth that matters “Israel will never match the financial capacity of Saudi Arabia and other Gulf Cooperation Council (GCC) states. Its economy is struggling, and according to a recent report by the Bank of Israel, it is losing $600 million a week during this campaign. The Israeli central bank has also suggested that the war costs from 2023 to 2025 will amount to some $53 billion.” What is equally missing is that America as well as the EU neither have these funds. One source (allegedly Vanity Fair ;0) has stated that the Crown Prince of Saudi Arabia has spend well over $53B during dinner in the past, as such the KSA has the funds. 

As we add the one reality that should have been number one from the get go “Nowadays, nothing in Saudi Arabia is spent unless it is deemed to be serving the kingdom’s interest; “Saudi Arabia first” is the principle that Saudi’s foreign policy is based on.” I personally believe that this is the only stance that should matter to the KSA and that is the setting. Then we get to the real meat. The statement “The truth is that Saudi Arabia has always had a leading role in this conflict, but it preferred a leading-from-behind approach. This approach allowed it to use its diplomatic and symbolic weight without being on the political front line and potentially risking its strategic interests. The Saudi ruling elites came to the conclusion that they had mustered a great deal of political effort for a fruitless process and thus have never injected themselves into the intricacies of the Palestinian-Israeli final status negotiations.” Is a real deal. You see Americans want to talk about everything and produce nothing, members of the KSA merely want to achieve what is best for the KSA and according to Islam is best to Muslims, that is what is here and that is why the case of Hamas is a tough one. You see Hamas is all Muslim, it merely works towards selfish reasons and the events we see in Gaza shows that. The one truth no one is entertaining is how much better Palestinians are better off without Hamas. One example is Tawhid al-Jihad, so where was Hamas when these new players were unfolding all over the West Bank around 10 years ago?

As I personally see it there are several players and most of them serve self interests. In this KSA is perhaps the only one who does not. And as I see it all parties ned to realise that Hamas is the one selfish voice in there. The events regarding al-Shifa should be taken as clear evidence in this. With only a few exceptions nearly all civilised nations have agreed that Hospitals and schools are not to be considered military outlets, especially with all the civilians in place.  A reality too many news outlets are ignoring.

The article in Foreign Policy ends with “Before Riyadh steps up and shows greater assertiveness on this issue, the Saudi ruling elites need to see a clear political horizon and an improved structure to the peace process. At that point, they might use their considerable financial leverage to shape the outcome.” You see, my issue here is that this sounds like American policies on the Middle East, so who was the source? An American political player, a stakeholder, or something else? In my (oversimplified) view, the stance most governments needs to take is that the one self-serving player here is Hamas, they are the actual danger and the actual threat. This all started as Saudi relations with Israel were normalising and I personally believe that the message on wrecking that came from Qatar, It is either Ismail Haniyeh directly or someone in his office that pushed those buttons. But that is merely my view and what do I know? 

What matters is that one could argue that Hamas is openly acting against the needs for Saudi stabilising matters in the middle east, Israel was a first step and there is seemingly not much left of that now is there?

Enjoy today, I am now 65 minutes from Midweek.

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