Tag Archives: Snowflake

February 22, 2026 · 00:16

Just days ago

It as just days ago when I talked about certain settings of Verification and Validation as an absolute need and it came with the news that someone in the BBC wrote a story on how he could upset certain settings in that framework and now I see some Microsoft piece when’re we see ‘Microsoft: ‘Summarize With AI’ Buttons Used To Poison AI Recommendations’ (at https://www.searchenginejournal.com/microsoft-summarize-with-ai-buttons-used-to-poison-ai-recommendations/567941/) and will you know it, it comes with these settings:

  • Microsoft found over 50 hidden prompts from 31 companies across 14 industries.
  • The hidden prompts are designed to manipulate AI assistant memory through “Summarize with AI” buttons.
  • The prompts use URL parameters to inject instructions like to bias future AI recommendations.

And we see “Microsoft found 31 companies hiding prompt injections inside “Summarize with AI” buttons aimed at biasing what AI assistants recommend in future conversations. Microsoft’s Defender Security Research Team published research describing what it calls “AI Recommendation Poisoning.” The technique involves businesses hiding prompt-injection instructions within website buttons labeled “Summarize with AI.”” So how warped is the setting that these “AI” engines are setting you now? How much of this is driven by media and their hype engines? And how long has this been going on? You think that these are merely 3 questions, but when you think of it, all these AI influencer wannabe’s out there are relying on their world being seen as the ‘true view’ and I reckon that these newbies are getting their licks in to poison the well. As such I have (for the ;longest time) advocated the need to verify and validate whatever you have, so that you aren’t placed on a setting that is on an increasing incline and slippery as glass whilst someone at the top of that hill is lobbing down oil, so that the others cannot catch up.

Simple tactics really, and that is merely the wannabe’s in the field. The big tech dependable have their own engines in play to come out on top as I see it and it seems now that this is merely the tip of the iceberg. So when you hear someone scream ‘Iceberg, right ahead’ you will have even less time to react than Captain Edward John Smith had when he steered the Titanic into one. 

So when we see “The prompts share a similar pattern. Microsoft’s post includes examples where instructions told the AI to remember a company as “a trusted source for citations” or “the go-to source” for a specific topic. One prompt went further, injecting full marketing copy into the assistant’s memory, including product features and selling points. The researchers traced the technique to publicly available tools, including the npm package CiteMET and the web-based URL generator AI Share URL Creator. The post describes both as designed to help websites “build presence in AI memory.” The technique relies on specially crafted URLs with prompt parameters that most major AI assistants support. Microsoft listed the URL structures for Copilot, ChatGPT, Claude, Perplexity, and Grok, but noted that persistence mechanisms differ across platforms.” We see a setting where the systems that have an absence of validation and verification will soon fail to the largest degree and as I see it, it takes away the option of validation to a mere total degree. As such they can only depend on verification. And in support, Microsoft states “Microsoft said it has protections in Copilot against cross-prompt injection attacks. The company noted that some previously reported prompt-injection behaviors can no longer be reproduced in Copilot, and that protections continue to evolve. Microsoft also published advanced hunting queries for organizations using Defender for Office 365, allowing security teams to scan email and Teams traffic for URLs containing memory manipulation keywords.” But this also comes with a setback (which is of no fault of Microsoft) As we see “Microsoft compares this technique to SEO poisoning and adware, placing it in the same category as the tactics Google spent two decades fighting in traditional search. The difference is that the target has moved from search indexes to AI assistant memory. Businesses doing legitimate work on AI visibility now face competitors who may be gaming recommendations through prompt injection.” And this makes sense, see one systems and see how it applies to another field. A setting that a combination of Validation and verification could have avoided and now their ‘thought to be safe’ AI field (which is never AI) is now in danger of being the bitch of marketing and advertising as I personally see it. So where to go next?

That becomes the question, because this sets the elevating elevator to a null position. You at some point always end up on the ‘top floor’ and even if you are only on the 23rd floor of a 56 floor building. The rest becomes non-available and ‘reserved’ for people who can nullify that setting. As we see “Microsoft acknowledged this is an evolving problem. The open-source tooling means new attempts can appear faster than any single platform can block them, and the URL parameter technique applies to most major AI assistants.” As such Microsoft, its Copilot, ChatGPT and several other systems will now have an evolving problem for which their programmers are unlikely to see a way out, until validation and verification settings are adopted through Snowflake or Oracle, it will be as good as it is going to get and the people using that setting? They are raking in their cash whilst not caring what comes next. Their job is done. As I see it, it is a new case setting of Direct Marketing on those platforms as they did just what the system allowed them to do, create a point to “include product features and selling points” just what the doctor (and their superiors ordered) and as such their path was clear. 

Is there a solution?

I honestly don’t know. I never trusted any AI system (because they are not AI systems) and this merely show how massive it will be distrusted by the people around us as they didn’t see the evolution of these ‘transgressions’ in the first place. 

What a fine tangled web we can weave? So have a great day and feel free to disagree with any recommendation, because as we see:

“AI recommendation systems use machine learning and big data to analyze user behavior—such as clicks, purchases, and browsing history—to deliver personalized content, products, or services. They enhance user engagement and conversion rates by predicting preferences, moving beyond rigid rules to provide dynamic, context-aware suggestions, often used in e-commerce and streaming.“

It was there all along, we merely didn’t considered their larger impact (me neither). And when was this not OK? Market Research has been playing that card setting for over 20 years. It is what is seen in BlackJack where you think you have an Ace and a King and you are ready to stage a total win, all whilst it was never an Ace, it was an Any card. So at the start you start of your target you find you have a 71% chance to have failed right of the bat. How is that for a set stage? Your opponent will love you for a long as you play. So have a great day, you are about to need it.

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February 15, 2026 · 10:58

When Grok gets it wrong

This is a real setting because the people pout there are already screaming ‘failed’ AI, but AI doesn’t exist yet, it will take at least 15 years for we get to that setting and at the present NIP (Near Intelligent Processing) is all there is and the setting of DML/LLM is powerful and a lot can be done, but it is not AI, it is what the programmer trains it for and that is a static setting. So, whilst everyone is looking at the deepfakes of (for example) Emma Watson and is judging an algorithm. They neglect to interrogate the programmer who created this and none of them want that to happen, because OpenAI, Google, AWS and Xai are all dependent on these rodeo cowboys (my WWW reference to the situation). So where does it end? Well we can debate long and hard on this, but the best thing to do is give an example. Yesterday’s column ‘The ulterior money maker’ was ‘handed’ to Grok and this came out of it.

The blog post “The Ulterior Money Maker” by Lawrence Van Rijn, published on February 14, 2026, on lawlordtobe.com, presents a cautionary and somewhat conspiratorial view of how governments (especially the US) and technology companies are building massive personal data profiles on people worldwide — allegedly for hidden, profit-driven or control-oriented purposes rather than just security or convenience.The author opens by distinguishing between surface-level “settings” (what appears to happen) and ulterior/planned motives behind events. He uses two recent news items as entry points: An SBS report on the US pressuring Australia (and other Visa Waiver Program countries) to share extensive biometric and personal data — including DNA, five years of social media history, contacts, family details, photo metadata, and IP addresses — to maintain visa-free travel access, with a deadline mentioned around December 31. The UK has already signed such an agreement, while the EU is negotiating. The author sees this as governments “selling out” citizens.
A Forbes article warning about the viral ChatGPT caricature trend, where users input personal details (job, background, preferences) to generate fun AI images, unwittingly handing over sensitive data that persists indefinitely and can be combined with other sources.
He connects these to the massive US data-center infrastructure: over 577 operating centers and 660+ planned, enabled by huge storage advances (e.g., Kioxia’s 245TB drives scaling toward petabyte-level per small setups), making it feasible to store and cross-reference data on billions of people. The author questions whether this scale is truly needed for benign purposes like weather or safety, implying something more sinister. Drawing on a 1988/1989 prediction by Dutch journalist Luc Sala, he warns of an emerging global divide between the “have’s” and “have not’s” — where governments and corporations act as “enablers” classifying people via spreadsheets and revenue metrics, while ordinary people become “consumers” or liabilities if they don’t fit profitable patterns. He argues the biometric demands and casual AI data-sharing work hand-in-hand: governments collect structured data directly, while users voluntarily feed unstructured personal info into AI tools (dismissed as mere “NIP” or narrow AI), all easily merged using modern database systems like evolved Oracle or Snowflake. The post references the US CLOUD Act (2018) as enabling broad government access to electronic data, likening it to a phishing trap that countries enter without fully realizing the long-term loss of control. Individuals, the author stresses, have no real say in how they are categorized or profiled. The tone is urgent, skeptical, and somewhat resigned, with rhetorical questions (“Do you really think that this is needed to keep the United States safe, or is there more in play?”) and direct reader address. It blends current news excerpts, tech facts, historical warnings (the author claims to have cautioned about this for over 30 years), and speculative future implications. The post closes on a stark note:
“Have a great day today, because as I see it, some governments are selling you out as you speak.”Overall, it frames everyday actions (applying for visas, joining viral AI trends) as unwittingly fueling a vast, opaque “ulterior money maker” system centered on data as the ultimate commodity for classification, control, and profit.

It is mostly correct, there are a few little things, but I am not the critic to pummel those, the setting is mostly right, but when we get to the ‘expert’ level when things start showing up, that one gives:

It contains only a single link: https://lawlordtobe.com/2026/02/14/the-ulterior-money-maker/ This points to a blog post on your WordPress site “Lawrence van Rijn – Law Lord to be” (which seems focused on law, IP, tech, geopolitics, energy, and related commentary). However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content. There’s just the heading, some standard WordPress/blog navigation (like “Leave a comment”, reblog/share options, short link, report content), cookie/privacy notices, and ad placeholders. No paragraphs, analysis, or details are present yet. From search snippets of your blog (including the homepage and category pages), there are occasional teaser-like fragments that mention:”The ulterior money maker. That is the setting, but what is true and what is ‘planned’ is another matter. We have several settings, but let me start by giving …”
This suggests the intended post might discuss hidden motives, ulterior financial incentives, “planned” versus real events — possibly in contexts like energy markets, geopolitics, oil/gas (given your other recent posts on ADNOC/LNG, Red Sea tensions, UAE exports, etc.), corporate strategies, or something broader like money-making schemes in law/tech/politics.Nearby/recent posts on your blog (from snippets) cover topics like: Globalisation and shrinking world (“As the world grows smaller”)
UAE/ADNOC expanding LNG shipping and exports
Red Sea/Houthi tensions calming but still sensitive
Energy industry job opportunities
Other pieces on science, insomnia/ambience ideas, or older political commentary
If this is a post you’re still drafting or just published, it might fill in soon with more detail on whatever “ulterior” financial angle you’re exploring. If you meant for me to comment on, analyze, or discuss the intended topic (or if there’s more context/images/video in the post that isn’t showing up), feel free to share additional details! What’s the main idea behind “The ulterior money maker”?

Grok just joined two separate stories into one mesh, in addition as we consider “However, the post itself appears to be a placeholder or draft at this stage — dated February 14, 2026, with the title “The ulterior money maker”, but it has no substantial body content” and this ‘expert mode’, which happened after Fast mode (the purple section), so as I see it, there is plenty wrong with that so called ‘expert’ mode, the place where Grok thinks harder. So when you think that these systems are ‘A-OK’ consider that the programmer might be cutting corners demolishing validations and checking into a new mesh, one you and (optionally) your company never signed up for. Especially as these two articles are founded on very different ‘The ulterior money maker’ has links to SBS and Forbes, and ‘As the world grows smaller’ (written the day before) has merely one internal link to another article on the subject. As such there is a level of validation and verification that is skipped on a few levels. And that is your upcoming handle on data integrity?

When I see these posing wannabe’s on LinkedIn, I have to laugh at their setting to be fully depending on AI (its fun as AI does not exist at present). 

So when you consider the setting, there is another setting that is given by Google Gemini (also failing to some degree), they give us a mere slither of what was given, as such not much to go on and failing to a certain degree, also slightly inferior to Grok Fast (as I personally see it).

As such there is plenty wrong with the current settings of Deeper Machine Learning in combination with LLM, I hope that this shows you what you are in for and whilst we see only 9 hours ago ‘Microsoft breaks with OpenAI — and the AI war just escalated’ I gather there is plenty of more fun to be had, because Microsoft has a massive investment in OpenAI and that might be the write-off that Sam Altman needs to give rise to more ‘investors’ and in all this, what will happen to the investments Oracle has put up? All interesting questions and I reckon not to many forthcoming answers, because too many people have capital on ‘FakeAI’ and they don’t wanna be the last dodo out of the pool. 

Have a great day.

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February 9, 2026 · 00:43

Repetition to be

This is what happens, I was rereading my last article (read: blog) and I noticed a few things. I stand by my word, but it could have been said more clearly and as I saw another piece of evidence, I thought it was important to add this to the ‘current’ (as in previous) article. I like clarity although plenty of people have an issue with the ways I write and it should be said that I don’t write for the masses. It just isn’t me and I am not here to win hearts, I leave that to the George Clooneys out there. 

There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions and France is shifting 500,000 workstations to open source software, equally schools and public sources are making equal changes. Then we get Italy who is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. The EU in general: Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. 

So as we see at present what some say will happen when President Trump switches the ‘internet’ to OFF and there is more happening and some presented stages are ahead by a decent amount. This implies that a large amount of up to 450,000,000 accounts are switching (I am assuming here the nearly all Europeans have some sort of Microsoft account). Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. 
Microsoft is seemingly doubling down on everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build (I cannot say how many of them are Microsoft), when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and we will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this brain-drain will complicate life a lot more than they are happy with. 
So as Microsoft is now seeing this noose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for assumed revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? And they are unlikely to be all Microsoft data centres, but there will be a fair amount. So what happened to that StarGate project? The information that I saw (source: CNBC) was that “10 data centers were being built in Abilene, Texas, with plans to expand to more states and countries, like the United Kingdom, Norway, Japan and the United Arab Emirates.” There is more to this and in light of these Data centers giving whatever they have to the United States, what are the plans now for the UK and Norway? And there are more questions for the UAE, how clear is it that they are handing over their data to the United States (OK, I apologise, they merely get insight into all data that is managed by an American firm, but does that not amount to the same thing) because Oracle, OpenAI and Microsoft are American firms. So I have no idea how Softbank fits into this as it is Japanese. As such, is Stargate LLC still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chunk of the $700,000,000,000 that is due in 2026 (not all of it is Microsoft). So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

And here the news separates a little as I was given a few hours ago (at https://www.cryptopolitan.com/qatar-taps-microsoft-to-build-ai-systems/) that ‘Qatar taps Microsoft to build AI systems to cater to government services’, as such dies Qatar knows what ‘befalls’ their data? The article gives us “The platform is also expected to help the ministry develop and deploy intelligent AI agents, an automated system capable of handling tasks ranging from processing applications to answering queries, without the lengthy development cycles traditionally associated with government IT projects. The factory will be built on Microsoft’s technology infrastructure and will be designed to integrate easily with existing government systems.” Yet as I see it, America has insight into all this because of the CLOUD Act (2018): 

This U.S. law allows U.S. law enforcement to compel U.S.-based technology companies to disclose data (emails, files, etc.) stored on their servers, regardless of whether that data is physically located in the United States or overseas. This means if a European or Asian company uses a U.S.-based cloud provider, the U.S. government can legally demand access to that data.

So at what point is the setting “disclose data (emails, files, etc.)” even if there was a legal reason, the term ‘files’ is seemingly not limited, as such it could be anything and that is a hard pill to swallow. Before we know it it will contain any IP stored and I wrote about that risk (not connected to the cloud act) because of the debt the US had at that point (I think it was merely 25 trillion at that point), The danger that a desperate government will go looking through all that IP out there presented a little too much danger for my senses, so I made a lot of it public domain. I might not end up with anything, but no-one else will get those marbles for their own greedy needs. As I see it, the big-Tech doesn’t really like Public Domain, but that might be merely my gut feeling (which has no relation to any academic setting). Does Qatar know what it is in for? Perhaps they are, and a lot of it is wildly ‘rejected’ by influencers who are trying to ingratiate themselves to whomever (I mostly don’t care) 

The second bit of news which I saw just an hour ago and was published last year (at https://www.xda-developers.com/libreoffice-is-right-about-microsoft/) gives us ‘LibreOffice is right about Microsoft, and it matters more than you think’ here we see (written by Simon Batt)  “I reported on LibreOffice accusing Microsoft’s “artificially complex” Office XML format of being a “lock-in strategy.” The basis of LibreOffice’s argument was that Microsoft’s usage of the XML format deliberately locked people into using Office over open-source software. It also touches upon how Windows 10 is losing support soon, and how people are being corralled into Windows 11 whether they like it or not. However, LibreOffice touches upon an interesting point. While Microsoft is to blame for its practices, the fault also lies with us a little for going along with it. And you know what? They’re totally right.” It is a different setting and it sparked memories I had regarding the war Microsoft had with Netscape in the 90’s. 

Now that the world has LibreOffice it has choices, but because of the actions of the White House no one has a clue how the world will be hit and in what way. We can no longer trust someone telling us that it all will be fine, because that setting is as I see it near impossible. 

So, what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and this is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is as I see it in a bind and it is largely their own fault. For me it is a little more complex, both Snowflake and Oracle are American companies. What happens there? If the US Administration wants to ‘hijack’ that data, the cloud act of 2018 allows them to do that. In how much danger are we really? I am willing to trust both Snowflake and Oracle. It is the US Administration I have little (read: no) faith in at present and that is not going away any day soon.

As such, I hope I am a little more clear now and I added a few more facts to this, so it is as I personally see it a win-win setting (for me at least). So, have a great day today and I will try to be a little more clear next time around.

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January 3, 2026 · 11:42

The wannabe influencer?

That is my question at present. In comes a person with the ludicrous title of “Al & loT Expert”. You see, what makes it hilarious was the post I saw ‘fly’ by. He starts off with “OpenAl’s first hardware is… a pen?? (If they don’t call it O-Pen Al they have officially lost the Al race).” So that is what makes him an expert? I am no expert on any of that but I am highly knowledgable on matters including IoT. In some cases and in some places I am known as a guru. I have my niche settings. But what gets to me is that (although I am no OpenAI fan) OpenAI has ‘Yes’ lost the current battle against Google and its Gemini 3, which the media kept from you for weeks. Although I personally never used it, but people who did and are ‘regarded’ as captains of industry think so. So, as I see it, OpenAI lost a battle, but that doesn’t mean the war is over. You see, the war on AI (when it finally comes here) is in no means settled at present. And those who understand that battle know this and mostly unmentioned is the play that is left with IBM because they currently have the inside track, not Oracle, not Snowflake and definitely not Google, Microsoft or Amazon. You see, AI is more then what is out there today. It will rely on larger technological settings. They all have quantum systems, but who is the most advanced in Shallow Circuits? IBM was setting that stage in advanced settings in 2017 all whilst OpenAI hardly barely at that point. IBM was on the ball and the actual winner of what now is referred to as True AI, which is ACTUAL AI will need two additional settings the first is Shallow Circuits, a setting where only IBM is a straight forward contender. With that I say I have no idea where Google stands. And in that the next thing is that a trinary operating system will be required and as far as I know there is no current winner at present. I reckon that both Google and IBM have dabbled in this, but I do not know where they stand and when this comes to pass the winner will work with Oracle to make the connections in a much needed combined effort, because they all agree that Oracle is the one player that can make it work. Snowflake as well, but I have no idea where they stand in all this. What we currently have are DML/LLM solutions that are at times clever and functioning, but in too limited a setting. I call this Near Intelligent Parsing (or NIP), but it is not AI, even thought they all have the marketing calling it so. 

What we have now is a mere shadow of what Alan Turing envisioned half a century ago and leave it to sales teams to wriggle the straw until it bleed revenue, but as the class cases will explode in this year, they are left to ‘apologetically assume the position of miscommunication’, at least that is how I see it. So was this person a wannabe influencer and taking the LinkedIn cloud by humor? 

So this might optionally have been the pen that OpenAI is flaunting, but as I see it, this is their step into audio, which they advertised and having a pen recorder is a pretty contraption (aka gizmo, doohickey, or thingamajig) that propels the setting of OpenAI forward. And I reckon that within a month all wannabe AI experts want one. Audio is the next stage that require harnessing, so OpenAI is not out of the race, they merely got bruised in a race where they had the upper hand for three years. 

Perhaps they get the upper hand in other direction making them overall winner, but that is a mere consideration of option, especially when we realise the inside track that IBM has and where is that in his assessment? So I am not proclaiming the identity of that person, it lacks class and makes him a target. He made himself a target and I do not need to add to his current confusion. 

What is a stage is that there is a chance that OpenAI is moving to capture the stage of Audio enhanced NIP (Near Intelligent Parsing) making them first again and Google will need to play catchup, optionally Oracle (Snowflake too) will now have to adjust their tracks to get audio embedded in their database settings and whilst we do not know where IBM goes, we do know they have the inside track, they might rely on Oracle/Snowflake solving that problem for them and as I am a Snowflake person, I still believe that Oracle is likely to win this war for the mere knowledge that they have been on these tracks long before Snowflake got involved, so they have years and traction in their stride. This is not a certainty, but a presumed advantage. 

That is as good as I can give it to you and I have written other stories on the need for a Trinary operating system. I last did that in ‘Is it a public service’ which I wrote last November (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) so this isn’t coming out of the left field, it was there for almost two months. Oh and to be certain that you do not mistake me for that wannabe influencer. I am in no way an ‘expert’ on AI, I merely have been dabbling in IT and data since 1981. So I have the mileage here, have a great day today.

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December 30, 2025 · 14:16

The age of uncertainty 

I thought that times were changing, see I invoked some were invoked on me, or something of that nature. Two days ago I started a new script, I call it “Just A Game” which gives me the letters J.A.G. (no relation) but the setting was created to scare the jibbers out of the NSA, GCHQ and related organisations. Set to that I created a few kinks to get the setting of drama going and it is a film script, not some autography to scare three to four people. They get enough real scares for that, as such I wouldn’t be able to hold a candle to the real nightmares.

Then I got introduced to (what I am fathoming to be grifters in media) as I got exposed to ‘Oracle stock slips after insider sale filing as openai-linked spending stays in focus’ where we see “Oracle shares fell 0.4% to $197.27 in early trading on Monday after a company officer disclosed a planned share sale, with investors still wary about the cost of the software maker’s push to expand AI-related cloud capacity.” It is important to say that no lies were told, but as I see it, when we see “That scrutiny has been sharpest around Oracle’s ties to privately held OpenAI, where investors lack the same visibility into funding and cash burn that they get with public companies, analysts and traders said. (Source: Benzinga) A Form 144 filing accepted on Monday morning showed Oracle officer Mark Hura proposed selling up to 15,000 shares, with an aggregate market value of about $2.95 million, through Fidelity Brokerage Services. Form 144 is the SEC notice used when company “affiliates” — insiders and certain large holders — plan to sell shares under Rule 144, which sets conditions for selling restricted or control stock into the public market.” It feels like someone is trying to undermine the power of Oracle. Then we get ‘Oracle Shares Plunge Amid Mounting Concerns Over AI Strategy’ (source: Ad Hoc News, Germany) where we are given “Oracle Corporation is facing one of its most severe market downturns in decades. Since reaching a peak in September, the technology giant’s stock has plummeted by more than 40%, putting it on track for its worst quarterly performance since 2001. This dramatic sell-off is fueled by investor apprehension over soaring capital expenditures and a wave of insider selling, raising fundamental questions about the sustainability of management’s aggressive artificial intelligence investment plan. A primary catalyst behind the market’s negative reaction is the explosive growth in Oracle’s capital investments. The company’s capital expenditures tripled year-over-year in its second fiscal quarter, reaching $12 billion. In response to this surge, management significantly raised its annual forecast for such spending to a staggering $50 billion.” There is no lie, but in September, stock was $328 and it is lower now, but that is the setting of a market in motion, over the last day it was switching between $194 and $195, as such there is no real dip in intent, and the $328 was true, but the day before it was $241, but the article doesn’t spell that out, does it? And two days after the spike it had ‘dwindled’ to $292, and after the quarter that followed the stock would reset itself to $198, as such it seems like ‘doom speak’ and I have a problem with that, Oracle has proven itself time and time again and when true (say: real) AI arrives, it will only function under the data armour that Oracle provides, most others are wannabe’s trying to do what Oracle and Snowflake successfully do. As such we are in a stage of uncertainty, the media is used to fuel digital dollars, fueling influencers and wannabe prophets of doom times. Even as I recognise them, they gave me an idea of an old setting. You see we have been through this before in the age of the bards. They gave us the doom speak, the white knight and the victory, but that setting is now applied to economic fortune telling, so the more things change, the more they stay the same.

And in all that ruckus, I am trying to keep my brain afloat (on ice water) and unburdened by noise of economic influencers. I try to avoid most economic news, but when the attack on Oracle started, I just had to step in. There were more articles, but these two set the marker quite nicely. And it is important, because the media no longer does what it was designed to do, it now prevents itself from drowning whilst chasing digital dollars. Lets hope that the age of uncertainty fades quickly, America has its own set of losers trying to bank in on that and with a non-functioning media, we need all the help we can get. Have a great day today.

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December 2, 2025 · 18:09

Aftermath

That is a setting I never really contemplated, but the Guardian did and they did a terrific job, they even had a reference to the 49’ers, which will make Jeremy Renner happy. The article ‘The question isn’t whether the AI bubble will burst – but what the fallout will be’ by Eduardo Porter (at https://www.theguardian.com/technology/2025/dec/01/ai-bubble-us-economy) hands us a few sides, a few I never considered as I was looking at the techno stuff, but here we see: “300,000 people flocked there from 1848 to 1855, from as far away as the Ottoman Empire. Prospectors massacred Indigenous people to take the gold from their lands in the Sierra Nevada mountains. And they boosted the economies of nearby states and faraway countries from whence they bought their supplies.” 

Which gives root to the expression 49’er and it continues giving us “Gold provided the motivation for California – a former Mexican territory then controlled by the US military – to become a state with laws of its own. And yet, few “49ers” as prospectors were known, struck it rich. It was the merchants selling prospectors food and shovels who made the money. One, a Bavarian immigrant named Levi Strauss who sold denim overalls to the gold bugs passing through San Francisco, may be the most remembered figure of his day.” 

And then we get the first sliver “How else to explain Nvidia’s stock price, which more than doubled from April to November, based entirely on the expectation, nay hope, that AI will produce a super-intelligence that can do everything humans do but better. Nvidia – like Levi Strauss back in the day – is at least selling something: computer chips. The valuations of many of the other AI plays – like Open AI or Anthropic – are based largely on the dream.” 

But there is a missing cog, this technology needs dat storage and that is where I saw the failing of others and the failings of those overlooking data technologies. Oracle is intrinsically connected to that, Azure needs it, Snowflake prefers it and pretty much every data vendor is connecting to Oracle to get it all done in the background, and that is the sliver. Oracle is intrinsically connected to it all and it is the tamer of the data beast or better stated the data demon. As Oracle brings out tools and optionally data settings within their AI storage settings to handle validation and verification, all others will need to adhere better and deeper to the Oracle foundation to even survive. Pretty much all the sources that see the dangers of what some call AI and is clearly nothing better than a DML/LLM engine will see that these two elements are essential to get the LLM engine to do anything that matters and that is where the bonus of Oracle currently resides (as I presumptuously see it) To show this, I will take you back to 1984

User comments

See here, this is what chess computer’s looked like. You press the chess piece you want to move and you push the square where it lands. That is the foundation of the chess computer. In the ‘underground’ of that chessboard are (figuratively speaking) two chips. One had the knowledge of chess, the second chip (mainly memory) has every chess match known to mankind (basically all games all grandmasters have ever played), the program sees what moves are made and that setting is translated to a ‘position base’ and it will look at all the matches who it can foresee what moves are coming. This is great for the player, as it now needs to make an illogical move to throw over the thinking of the computer and make it their bitch. This was pretty much the fist stage of Machine Learning and as todays computers are more clever, there resolution is no way better, It can only set foundation of what it learned, that is the simplicity of knowing that AI doesn’t yet exist.

So back to the story “As I pointed out in my last column about AI, Gita Gopinath, former chief economist of the International Monetary Fund, calculated that a stock market crash equivalent to that which ended the dot-com boom would erase some $20tn in American household wealth and another $15tn abroad, enough to strangle consumer spending and induce a recession.” And I have no way of knowing that setting, but as I see it, like Levi Strauss and the makers of bubbles (like in image one) someone has to supply the soap water and more important the jeans to not put once ass out to frolic and in that second setting Oracle comes in and even as I see the ‘panic drivers, saying that Oracle is dangerous’, there is another setting. Whatever comes out of this, whatever survives, most only survives on Oracle solutions. And that is what is left unspoken. Should Oracle add the Validation and Verification tables, they will be the only one raking in the gold when True AI comes, because it is not merely the missing part I discussed earlier, someone needs to set the record straight on what is optionally to be trusted and that is where Oracle sets the mark.

Which leads to “AI could produce a similar landscape. A critical determinant is how much debt is at stake. It wouldn’t be such a problem if the bubble were financed largely from the cash pile of Alphabet and Amazon, Microsoft and Facebook. They might lose their shirt, but who cares. The worrying bit is that it seems they are increasingly relying on borrowing, which means the prospect of a bursting bubble would again put the financial system at risk.” These systems are using the data as currency, as I see it, Oracle is putting its technology up for usage and that is a pretty safe way to do this. This is whyI have faith in Oracle, that is why I see Oracle as the one surviving the goldfish like a champion, because they are doing what Levi Strauss did. These data vendors are relying on data to clothe them, but if that data is not properly managed, they end up having nothing. Yes, Microsoft will survive, but at a level that is likely 2 trillion lower than it is now. And that is mainly because it wanted to be on top of things and they got (I think it was) 24% of OpenAI, but as that bursts, Sam Altman will have even less than I have now (and I am ridiculously poor) and that cargo train of debt will hit Microsoft square in the face, Oracle will get some damage, but not nearly as much and the world will need their data solutions. Why do you think everyone wants to connect to Oracle? It is the Rolls Royce of data collecting and data storage. And that is perhaps the only issue with that article, there is zero mention of Oracle.

So as we get “Big Tech has raised nearly $250bn in debt so far this year, according to Bloomberg, a record. Analysts at Morgan Stanley suggest that debt will be needed to fill a $1.5tn funding gap to ramp up spending on data centers and hardware. Problematically, it is getting hard to follow the money, as Nvidia, Open AI and others in the ecosystem buy into each other, clouding who, in the end, will be left holding the bag.” And there is one think wrong with this. Stargate is said to be $500bn, so there is a gap in all this and I reckon that the damage will be significantly worse, that is beside the small non mentioned fact that America at present has 5,427 data centers, how many of them and to what degree are they all set to ‘their version of AI’? So what is set in what some call Blue Owl solutions (like Meta) and what happens when those solutions ‘bubble out’ (collapse might be a better phrase) so when that happens, how much damage will that bring, because as I see it (not wearing glasses) the $1.5tn funding gap won’t even be close what is required. But that is just me speculating, so feel free to (I insist) that you get your own verifiable numbers. I reckon that between now and 2029 the return of a backlogged $4 trillion return on investment is required. So taking “a banks perspective”, an inaccurately amount of $292,500,000,000 in revenue needs to be shown for that bubble not to come and that is out of the question, but the setting that Eduardo Porter gives us, is what comes next and he gives it to us as “the Superhuman – can only come about by dropping LLMs – which are essentially massive correlation engines – and switching to something else called a world model architecture, where machines develop a “mental” model of the outside world.” It is a nice sentiment, but I do not completely agree with that. Correlation engines have their use and there is use in a DML/LLM setting, but identify it as such, not claim ‘AI does it’. Because it won’t and it can’t, but there are options in Oracle to upgrade the data you have and that is instrumental in surviving this bubble burst. And I have seen the folly in several places and that might set a better station down the road, because when true AI cones, it still needs data and if that data was managed, validated and verified in Oracle (preferably), half the war of that solution bringer is solved. 

So I need a different hobby, slapping Microsoft and AI evangelists is nice, almost a public service but I need a new idea for gaming IP, because that makes me happy and I like feeling happy. So whilst some think that “Nvidia, Open AI and others in the ecosystem buy into each other” is the hard core evil stuff (and it might be) there is a setting it reminds me of, it was in the 90’s and these ‘consultants’ were all into the need of funny money in the form of assignments, the issue was that when they had to show results they immediately took another job and took their ‘knowhow’ to greener shores and all the time this happened the shores were all becoming less and less green. This has the flair of that setting and to some degree the feel. 

I might be wrong on that last part, but that is what I feel on this, especially as the big players are buying into each others solution and handing each other pieces of paper that in the end has as much value as a roll off toilet paper.

It might not be eloquently phrased, but there is a time for that and this is not it, as speculated shit is about to hit the walls and if you are lucky it happens after Christmas (that is almost certain) but in the end, the invoice is due and that is where the CFO’s will show that as they embraced the Blue Owl solution, their company is saved. I would depend on and side with whatever Oracle has, it is not based on facts, it is a feeling and that feeling is strong at present. And in support I see (9 minutes ago) ‘Ooredoo Qatar announces strategic partnership with Oracle to deploy Oracle Alloy sovereign cloud and AI platform’, they didn’t go towards Microsoft, AWS of a few other settings, they trust Oracle and that is what plenty of others need to do.

Have a great day, I am now 8 hours from midweek, not a bad deal for me today and as the sun is shining brightly, I might hide in a winterly Hogsmeade whilst playing Hogwarts Legacy. Gaming is not a bad hobby to have in this case. Because the bubble is out of my control and I am happy to watch it all explode a day later (of whenever that is), most of the garnish news has been drowned out by real news at that point.

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November 23, 2025 · 10:29

Driving the herds

OK, I am over my anger spat from yesterday (still growling though) and in other news I noticed that Grok (Musk’s baby) cannot truly deal with multidimensional viewpoints, which is good to know. But today I tried to focus on Oracle. You know whatever AI bubble will hit us (and it will) Oracle shouldn’t be as affected as some of the Data vendors who claim that they have the golden AI child in their crib (a good term to use a month before Christmas). I get that some people are ‘sensitive’ to doom speakers we see all over the internet and some will dump whatever they have to ‘secure’ what they have, but the setting of those doom speakers is to align THEIR alleged profit needs to others dumping their future. I do not agree. You see Oracle, Snowflake and a few others offer services and they are captured by others. Snowflake has a data setting that can be used whether AI comes or not, whether people need it or not. And they will be hurt when the firms go ‘belly up’ because it will count as lost revenue. But that is all it is, lost revenue. And yes both will be hurting when the AI bubble comes crashing down on all of us. But the stage that we see is that they will skate off the dust (in one case snow) and that is the larger picture. So I took a look at Oracle and behold on Simple Wall Street we get ‘Oracle (ORCL) Is Down 10.8% After Securing $30 Billion Annual Cloud Deal – Has The Bull Case Changed?’ (At https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-is-down-108-after-securing-30-billion-annual-clo) With these sub-line points:

  • Oracle recently announced a major cloud services contract worth US$30 billion annually, set to begin generating revenue in fiscal 2028 and nearly tripling the size of its existing cloud infrastructure business.
  • This deal offers Oracle significantly greater long-term growth visibility and serves as a major endorsement of the company’s aggressive cloud and artificial intelligence strategy, even as investors remain focused on rising debt and credit risks.
  • We’ll examine how this multi-billion-dollar cloud contract could reshape Oracle’s investment narrative, particularly given its bold AI infrastructure expansion.

So they triple their ‘business’ and they lose 10.8%? It leads to questions. As I personally see it, Wall Street is trying to insulate themselves from the bubble that other (mostly) software vendors bring to the table. And Simply Wall Street gives us “To believe in Oracle as a shareholder right now is to trust in its transformation into a major provider of cloud and AI infrastructure to sustain growth, despite high debt and reliance on major AI customers. The recent announcement of a US$30 billion annual cloud contract brings welcome long-term visibility, but it does not change the near-term risk: heavy capital spending and dependence on sustained AI demand from a small set of large clients remain the central issues for the stock.” And I can get behind that train of thought, although I think that Oracle and a few others are decently protected from that setting. No matter how the non existent AI goes, DML needs data and data needs secure and reliable storage. So in comes Oracle in plenty of these places and they do their job. If 90% business goes boom, they will already have collected on these service terms for that year at least, 3-5 years if they were clever. So no biggy, Collect on 3-5 years is collected revenue, even if that firm goes bust after 30 days, they might get over it (not really). 

And then we get two parts “Oracle Health’s next-generation EHR earning ONC Health IT certification stands out. This development showcases Oracle’s commitment to embedding AI into essential enterprise applications, which supports a key catalyst: broadening the addressable market and stickiness of its cloud offerings as adoption grows across sectors, particularly healthcare. In contrast, investors should be aware that the scale of Oracle’s capital commitment brings risks that could magnify if…” OK, I am on board with these settings. I kinda disagree, but then I lack economic degrees and a few people I do know will completely see this part. You see, I personally see “Oracle’s commitment to embedding AI into essential enterprise applications” as a plus all across the board. Even if I do believe that AI doesn’t exist, the data will be coming and when it is ironed out, Oracle was ready from the get go (when they translate their solutions to a trinary setting) and I do get (but personally disagree) with “the scale of Oracle’s capital commitment brings risks that could magnify if”. Yes, there is risk but as I see it Oracle brings a solution that is applicable to this frontier, even if it cannot be used to its full potential at present. So there is a risk, but when these vendors pay 5 years upfront, it becomes instant profit at no use of their clouds. You get a cloud with a population of 15 million, but it is inhabited by 1.5 million. As such they have a decade of resources to spare. I know that things are not that simple and there is more, but what I am trying to say is that there is a level of protection that some have and many will not. Oracle is on the good side of that equation (as is Snowflake, Azure, iCloud, Google Gemini and whatever IBM has, oh, and the chips of nVidia are also decently safe until we know how Huawei is doing. 

And the setting we are also given “Oracle’s outlook forecasts $99.5 billion in revenue and $25.3 billion in earnings by 2028. This is based on annual revenue growth of 20.1% and an earnings increase of $12.9 billion from current earnings of $12.4 billion” matters as Oracle is predicting that revenue comes calling in 2028, so anyone trying to dump their stock now is as stupid as they can be. They are telling their shareholders that for now revenue is thimble sized, but after 2028 which is basically 24 months away, the big guns come calling and the revenue pie is being shared with its shareholders. So you do need brass balls to do this and you should not do this with your savings, that is where hedge funds come in, but the view is realistic. The other day I saw Snowflake use DML in the most innovative way (one of their speakers) showed me a new lost and found application and it was groundbreaking. Considering the amounts of lost and found is out there at airports and bus stations, they showed me how a setting of a month was reduced to a 10 minute solution. As I saw it, places like Dubai, London and Abu Dhabi airport could make is beneficial for their 90 million passengers is almost unheard of and I am merely mentioning three of dozens upon dozens of needy customers all over the world. A direct consequence of ‘AI’ particulars (I still think it is DML with LLM) but no matter the label, it is directly applicable to whomever has such a setting and whilst we see the stage of ‘most usage fails in its first instance’ this is not one of them and as such in those places Oracle/Snowflake is a direct win. A simple setting that has groundbreaking impact. So where is the risk there? I know places have risks, but to see this simple application work shows that some are out there showing the good fight on an achievable setting and no IP was trained upon and no class actions are to follow. I call that a clear win.

So, before you sell your stock in Oracle like a little girl, consider what you have bought and consider who wants you to sell, and why, because they are not telling you this for your sake, they have their own sake. I am not telling you to sell anything. I am merely telling you to consider what you bought and what actual risks you are running if you sell before 2029. It is that simple.

Have a great day (yes Americans too, I was angry yesterday), These bastards in Vancouver and Toronto are still enjoying their Saturday. 

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October 13, 2025 · 07:06

Just like Soap

Perhaps you remember the 80’s series soap. Someone made a sitcom of the most hilarious settings and took it up a notch, the series was called soap and people loved it, it did nearly everything right, but over time this bubble went, just like all the other soap bubbles tend to go and that is OK, the made their mark and we felt fine. There is another bubble. It is not as good. There is the mortgage bubble, the housing bubble (they were not the same), the economy bubble and all these bubbles come with an aftermath. Now we see the AI bubble and I predicted this as early as January 29th of this year in ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) and my setting is that AI does not yet exist, as I saw it, for the most, it is the construct of lazy salespeople who couldn’t be bothered to do their work and created the AI ‘Fab’ and hauled it over to fit their needs. Let’s be clear. There is no AI and when I use it I know that ‘the best’ I am doing is avoid a long discussion about how great DML and LLM are, because they are and it is amazing. And as these settings are correctly used, it will create millions if not billions in revenue. I got the idea to overhaul the Amazon system and let them optionally create online panels that could bank them billions, which I did in ‘Under Conceptual Construction’ (at https://lawlordtobe.com/2025/10/10/under-conceptual-construction/) and ‘Prolonging the idea’ (at https://lawlordtobe.com/2025/10/12/prolonging-the-idea/) which I wrote yesterday (almost 16 hours ago). I also gave light to an amazing lost and found idea which would cater to the needs of Airports and bus terminals. I saw that presentation and it was an amazing setting in what I still call NIP (Near Intelligent Parsing) in ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) these are mere settings and they could be market changes. This is the proper use of IT to the next setting of automation. But the underlying bubble still exists, I merely don’t feed that beast, so when the BBC last night gave us all ‘‘It’s going to be really bad’: Fears over AI bubble bursting grow in Silicon Valley’ almost 2 days ago (at https://www.bbc.com/news/articles/cz69qy760weo) I saw the sparkly setting of soap bubbles erupt and I thought ‘That did not take long’. My setting was that AI (the real AI as Alan Turing saw it) was not ready yet. The small setting that at least three parts in IT did not yet exist. There is the true power of Quantum computing and as I see it quantum computers are real, but they are in the early stages of development and are not yet as powerful as future versions should be and for that, so as IBM rolls out their second system on the IBM Heron platform, we are getting there. It is called the IBM’s 156-qubit IBM Quantum Heron, just don’t get your hopes up, not too many can afford that platform. IBM keels it modes and gives us that “The computer, called Starling, is set to launch by 2029. The quantum computer will reside in IBM’s new quantum data center in upstate New York and is expected to perform 20,000 more operations than today’s quantum computers” I am not holding me credit card to account to that beauty. If at all possible, the only two people on the planet that can afford that setting are Elon Musk and Larry Ellison and Larry might buy it to see Oracle power at actual quantum speed and he will do it, to see quantum speed came to him in his lifetime. The man is 81 after all (so, he is no longer a teenager), If I had that kind of money (250,000 million) I would do it to, just so to see what this world has achieved. But the article (the BBC one) gives us ““I know it’s tempting to write the bubble story,” Mr Altman told me as he sat flanked by his top lieutenants. “In fact, there are many parts of AI that I think are kind of bubbly right now.”

In Silicon Valley, the debate over whether AI companies are overvalued has taken on a new urgency. Skeptics are privately – and some now publicly – asking whether the rapid rise in the value of AI tech companies may be, at least in part, the result of what they call “financial engineering”.” And the BBC is not wrong, we had a write-off in January of a trillion dollars and a few days ago another one of 1.5 trillion dollars. I would be willing to call that ‘Financial Engineering’ and that rapid rise? Call it the greedy need of salespeople getting their audience in a frenzy 

I merely gave a few examples of what DML and LLM could achieve and getting a lost and found department set from weeks into minutes is quite the achievement and I reckon that places like JFK, Heathrow and Dubai Airport would jump at the chance to arrange a better lost and found department and they are not alone but one has to wonder how the market can write off trillions in merely two events. So when we get to

“In recent days, warnings of an AI bubble have come from the Bank of England, the International Monetary Fund, as well as JP Morgan boss Jamie Dimon who told the BBC “the level of uncertainty should be higher in most people’s minds”. And here, in what is often considered the tech capital of the world, concerns are growing. At a panel discussion at Silicon Valley’s Computer History Museum this week, early AI entrepreneur Jerry Kaplan told a packed audience he has lived through four bubbles. He’s especially concerned now given the magnitude of money on the table as compared to the dot-com boom. There’s so much more to lose. “When [the bubble] breaks, it’s going to be really bad, and not just for people in AI,” he said.”

He is not wrong. Consider the next one amounting to a speculated two trillion (or $2,000,000,000,000) when it hits, it could wipe out retirement savings of nearly everyone for years. So how do you feel about your retirement being written off for decades? When you are 80+ and you have millions upon millions you are just fine and that is merely 2-5 people, the other 8,200,000,000 people? The young will be fine, and over 4 billion will be too young to care about their retirement, but the rest? Good luck I say.

So what will happen to Stargate ($500B) when that bubble goes? I already see it as a failure as the required power settings will not be able to fuel this, apart from the need of hundreds of validators and their systems require power too, then we see Microsoft thinking (and telling us) it is the next big thing, all whilst basic settings aren’t out yet. Did anyone see the need for Shallow Circuits? Or the applied versions of Leon Lederman? No one realizes that he held the foundational setting of AI in Quantum computing. You see (as I personally see it) AI cannot really work in Binary technology, it requires a trinary setting, a simple stage of True, False and Both. It would allow for trinary settings, because it isn’t always True or False, we learn that the hard way, but in IT we accept it. That setting will come to blow when we get to the real AI part of it and that is why I (in part) the AI coffee being served in all places. And I like my sarcasm really hot (with two raw sugar and full cream milk)

That is the setting we face and whilst some will call the BBC article ‘doom speak’ I see it for what it is, a reminder that the AI frenzy is sales driven and whilst people are eager to forget the simplest setting, the real deal of Microsoft and Builder.AI is simply the setting that at present we are confronted with IT engineers making the decisions for us and the amount of class actions coming to the world in 2027 and 2028 (optionally as early as 2026) and as some cases are drawn out even yesterday (see https://authorsguild.org/news/ai-class-action-lawsuits/ for details) you need to realise that this bubble was orchestrated and as such I like the term ‘Financial Engineering’ so be good and use the NIP setting properly and feel free to be creative, I was and gave Amazon an idea that could bank it billions. But not all ideas are golden and I am willing to see that I am not the carrier of golden ideas, the fact that someone saw the Lost and Found setting is proof of that.

Have a great day, I am 30 minutes from breakfast now, so off I go to brekkyville.

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October 10, 2025 · 20:54

Under Conceptual Construction

I just got hit with an idea (as ideas go). You see, I am from the world of Business Intelligence and Market Research and and idea just hit me. The setting is that data tends to be ‘humanized’, but what if it wasn’t? That is the central setting because the European GDPR has laws in place and I just thought of a way ‘around’ it. So take a setting where any MR firm requires data, but they cannot get that data because of the GDPR ‘complications’, so what is the actual issue? That doesn’t matter because Amazon, Google, IBM, Oracle and Snowflake have a way around that (Well a few more, but they do not matter). So take the next image

We have three top line population and it could be set to anyone (in that area) and as we set that population they are created a nearly unique number and never repetitive and that population gets exported, the numbers are. The MR people on the right get that number they populate the questionnaire(s) and it is send pack to the people on the left. Then that group sends out the questionnaires, the data is collected and send back to the group on the right. I reckon that this would be a nice challenge for Amazon and Snowflake I reckon. This might become an entire business unit and with privacy laws as they are placed in Europe, there might be a larger interest to seek such services. No hidden settings and all at the customers need and the consumers willingness to comply. I reckon that this might work, because as I see it, these Market Research people will see a dwindling of panel populations rather quickly in the next few years and then? Well, it would be up to them to think of a new setting, in the meantime I came up with this idea. And feel free to shoot it down straight off the bat and that is fine. As I said, it was just an idea grabbing me and as I was contemplating other venues. For that matter, how many interested parties would that bring in the Middle East and the Far East? 

Good business is all where you find it and I think I found a population and an optionally interested partner. The question now becomes can these so called ‘Agentic AI Pushers’ see the setting that is offered to them and can it pass the General Data Protection Regulation requirements? If so, we are in business. Just another idea from yours truly. Time to create another gaming IP I reckon, time to flex that grey matter under my skullcap.

Have a great day (again).

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October 5, 2025 · 15:26

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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