Tag Archives: Sundar Pichai

The rockstar wannabe

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

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

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

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

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

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

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

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

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

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

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The sound of war hammers

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

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

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

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

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

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

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

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

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

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Act of despair

That happens at times and I reckon that at some point I will have to give in to that setting as well. It started this morning when I was advised that I might have cancer, it might be benign, the biopsy will be done over the next week, then they know what they have. I was unusually cool about it all. As such as a friend of mine was ‘culled’ by the big C (a curry billboard shattered his skull), I can confirm that my weird sense of humor has not been devastatingly impacted at present.

So I have two ideas on my mind. The first one is that Peter Jackson (director Lord of the Rings) still owes me $17.50 He owes me that amount from 1992. But the other one is the one that matters to me. For that we need a small sidestep towards the article that Fortune gave us (at https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/) where we see ‘MIT report: 95% of generative AI pilots at companies are failing’, it is here where we see “Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration; the vast majority stall, delivering little to no measurable impact on P&L. The research—based on 150 interviews with leaders, a survey of 350 employees, and an analysis of 300 public AI deployments—paints a clear divide between success stories and stalled projects.” The report is two weeks old, but today I had a reason to tag it, it affects my future and as I see it, it impacts it in a positive way. As such the second quote doesn’t quite get us there, but there is an offset. It is seen in “for 95% of companies in the dataset, generative AI implementation is falling short. “The 95% failure rate for enterprise AI solutions represents the clearest manifestation of the GenAI Divide,” the report states. The core issue? Not the quality of the AI models, but the “learning gap” for both tools and organizations. While executives often blame regulation or model performance, MIT’s research points to flawed enterprise integration. Generic tools like ChatGPT excel for individuals because of their flexibility, but they stall in enterprise use since they don’t learn from or adapt to workflows, Challapally explained.” The part missing is data and verification. WE can look for other articles where we see the failures of AI. But the largest setting is never discussed. What we call AI isn’t it, they mess around with “GenAI”, they package it like it is a new version of “generative AI” but in the end it is merely DML with optional LLM in place. It is as I call it “Near Intelligent Parsing” parsing because it is existing data, it cannot leap on non existing data and the setting we see are basically a little more than predictive analytics. It is a next step.

So why is this important?
Well, for me there is a side that has worked in Technical support and customer care for nearly two decades. And as I see it, the quality people who need to act will see it. As such I think that Lawrence Ellison (Oracle) can see the light he is currently coping with. Large customers will need their technical support, their customer care and here I am ‘sneakily’ asking him for 10 million (post taxation) out of his two hundred fifty thousand million (aka $250 Billion) stockpile. Seems like the smallest of amounts. Oh, and I pride myself on being a return on investment I have proclaimed for the length of my working career going all the way back to 1982. That is 43 years of experience (twenty in technical support) and I have none in Oracle. But I know that support settings that any companies have. And Oracle will need these people soon enough. Wherever he wants to send me, it is almost fine by me. As I see it no one wants to work in Russia and America is a big no no (its a Trump card). But the UAE (ADNOC) and Saudi Arabia (ARAMCO) do make the list. And Oracle needs these large companies and especially support staff in these locations. Personally the UAE wins, but it is what Oracle needs and I am willing to move to Canberra at the earliest settings. We seen to be at an influx where the governments and large corporations need manpower. Microsoft and Amazon need to learn this and whilst they falter, Microsoft is shedding 9000 people and investing in AI, but when you consider that 95% falters, you can imagine when these systems fall short, all whilst at that same time, Windows seemingly lost 400 million users in the past three years. Do you think this is coincidence? Yes they can clean some up with NIP, but they will fill larger holes in that meantime and losing people in the process. Google and Amazon are on that same setting. But Oracle is too complex. As I see it, it needs staff in the near future and I am betting that they cannot afford to lose the manpower and I am willing to bet that as they take over clients from AWS and Azure (the latter especially) they will need more people and that’s where I come in. Not merely tech support staff, but as a trainer having made my brand of training people, I am willing to bet that Oracle might have a place for me (even a flake like me).

I have always stood my setting in this and after a long time I am proven correctly and the next generation is largely unable to deal with the support pressures and that works for me in places like ADNOC. So I believe that Oracle might be my solution towards a few settings that never worked for me. And there is something less like-able about forced to hand my IP to Microsoft whilst receiving a mere 0.001 on the dollar. I might given it away in other ways (to others) if Oracle shows to be my ‘knight on a white horse’ and there is something satisfying on that setting. I get to see Microsoft lose thrice over. 

As such those with an affinity with technical support to consider the places they can flock to. I gave some of my IP to Elon Musk (Musk already owed the ideas anyway), and I keep on fueling gaming IP to other channels too (non Microsoft systems) and there the Amazon Luna has options too. Still the news from this morning (even as it doesn’t hit me hard) it made me see that I have to put my affairs in order and one of them is to deny Microsoft my IP.

And there is a second setting, as Google and Microsoft are shedding people, the larger companies need to scoop them up quickly, because internationally these people will be wanted rather quickly. For Americans there is Canada as a first, but do you think they will spread their wings to other nations? Time will tell, but as I see it 2025/2026 will be the year where we all consider the stage of the brain drain. And take that with faltering AI projects, the turn of of places suddenly being short on tech support will falter massively and as we know: “no support, no sales” a nice catch phrase, but their AI will tell them at some point (one might hope).

So have a great day and I will ponder what will become of me when the biopsy doesn’t show a benign setting. 

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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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Another trove

It all started this morning when my eyes caught the news on the BBC giving us ‘Google parent Alphabet to cut 12,000 jobs’ (at https://www.bbc.com/news/technology-64346921) and I get it, Amazon, and a few others are all shedding jobs. It is their way, or at least it is the direction of Wall Street and that set me to think. It connects to the old thought one mans garbage is another mans treasure. It is not that ‘blunt’ but several thoughts started to connect and there we see the larger stage. I saw it initially in the acts by Amazon. Here I am not making claims, these things happen, but I did have an idea. You see I cannot really talk about the entire setting, because two elemental cards ned to be played and if that happens than there will be a larger stage of profit, all because some people decided not to look, decided not to investigate and the people on top merely have the Wall Street directive to adhere to. The funny part is that Google went from nothing to great by not adhering to Wall Street, now they hand over the reigns to certain parties that could make a bundle and a large one at that. But about that more soon enough. The two cards need to be played or that wannabe Microsoft walks in and suddenly wants it all, like a yapping chihuahua going nuts like ‘Try Azure, Azure smells nice’ and we have quite enough of that. 

We are also given “Mr Pichai announced severance packages for US employees, who will receive at least 16 weeks of salary, their 2022 bonus, paid vacations and six months of health coverage. He said he remained “optimistic about our ability to deliver on our mission, even on our toughest days”” this is how the world turns and there is also a much larger usage for the US department of Defence. These engineers will find an eager military cyber division in need of these people and I see nothing wrong with that. If these people can start tomorrow making the USA safer from cyber issues, they get to pocket those 16 weeks as a nice bonus. This is how the world goes and I am not making any rash comments on that. I would do exactly the same in their position. But the brain drain will happen and it will hit Google optionally less than Amazon, but that is how it is. When the two cards are played I will tell you more. I will give you one hint, the Kingdom Holding Company stands to make billions a year with a starting run of 1-3 years, if they looked at what I told them it will give them much more and they will need programmers, a serious amount of those and guess what, Google is about to let go of hundreds of them. How convenient for all involved (for me a little more fortunate than others) but that is my acquired rights and the KHC will rake in a long term solution that makes them a much larger player long before 2030 when it really becomes an additional opportunity in more than one direction. 

So here is hoping (me hoping on me getting the VoC chest of plenty) on what comes next and I prefer to get it before China figures out what they are missing out of. What a way to start my Sunday. Time for a nice cappuccino.

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Where idea’s die

I have been tossing and turning on an idea. I am not sure whether it is a good idea, whether it can be adapted to anything, but for some reason the idea would not let go. Almost like the first time I considered the Augmented Reality approach. The idea is related to that. It is a new approach to visibility in jewellery, and if the Mobile can be adjusted this could bring a much larger stage than we see now. Yet I only see the approach for rings and bracelets. There are a few more, but that is open for interpretation and that is where doubt creeps in. A ‘What if’ approach. And the doubt creeps in and makes an appearance. Doubt, it is the place where ideas die. 

And make no mistake, I have doubts just like any other idea man, I believe a decent amount of doubt is good, it makes you redo what you have and test it for yourself but that too comes at a price and my mind is no different than anyone else’s. So, what to do?

Now, I am decently certain that mobiles cannot do what I have in mind, but should that stop the idea? I merely need to find the one maker (Google or Tesla) to add that functionality and a new market is created and I do believe that this market could grow by a lot. And as my mind was filling in blanks and create additional opportunities doubt stepped in and wrecked the train of thought. Yet I feel that pushing on will create the idea stronger and more adapt, but at every step doubt comes in and rears its ugly head. I am ready for doubt and self doubt, it merely makes the idea and my conviction stronger. It was Atropos who stated again and again “μέχρι εκεί θα πάτε” (that is as far as you will go) every time she cut the wire, and at some point he will cut my thread too. Will there be enough time? I hope so, there are plenty of ideas coming forward, and there is a certain satisfaction that my IP bundle keeps on growing (even if it goes nowhere at present). But that is OK, I feel that Tencent is waiting for their steps, I believe that they are making steps to grow League of legends and I believe that the Patent for their console is merely a first step. They might have stopped their game streaming, but the hardware is still there. I think they are awaiting a signal, no idea what signal it is, but it will upset the American streaming player to no end (Amazon Luna, Google Stadia, Netflix, Apple) and whatever Microsoft has. And they are all looking in the same places and that is where my $500M a month idea goes to town, no one is looking in that place and I should consider adding a new player to that field. Yet I feel certain that they will see if it can be done via Tencent (not a given, merely a hunch). And yes there is some doubt, but the larger doubts were crushed when I saw the Unreal Engine 5 presentation of Riverwood. I had the same feeling in 1992 after all the GIF files when I saw the first JPG files. Those who are that old forgot about that moment, didn’t you? And it also gave me the idea that could get the streamers over 50 million subscriptions. Doubt faded and it will for the other idea too. We fight to prevent the ideas to die, but a good amount of doubt keeps the idea strong and that is the stage where I am now, I merely need to convince someone high up in the Tesla Pi department that there is a place where other phones are not looking, or they decided to dump the idea and I believe that there is a market and when it takes off the others will fight to catch up, but they will lose a year, so how to push for the idea that will make that idea fly? And jewellers are the first step. 46,776 Jewellery Stores businesses in the US as of 2022, EU jewellery industry includes some 27,850 companies and whilst we crunch those numbers and we see that there is a little decline in that market we need to realise that those around have their own doubts, they also fight for survival. It might not hinder the larger players like LVMH who declined 17%, Rajesh Exports grew and processes 35% of all the gold produced worldwide, Chanel, Chow Tai Fook, Cartier, Signet, Tiffany and a few more. These larger players might not need that new idea but do you think they stay behind when the idea takes off? They are in it for the numbers and some might have merely declined only 0.41%, but that is enough to set up all the lights and markers, my doubt is not doing well when I see the opportunity as it is and when I saw the Line presentation. A place with 9 million people all in a stage where presentation and representation is key and there my idea will find a voice box. One building with a population that equals London and is larger than Sydney or New York. Yes, my doubt is fading and it is merely one of at least 3 ideas that could find its way there. There is a place where Ideas die, but I feel that I can void that place a little while longer, especially with the Kingdom of Saudi Arabia making these kinds of turns and when it starts there the other places can follow or fade. You see, a place like Monaco gets 159,000 tourists and it has as one source stated a mere 128 jewellery stores. So my idea is doing just fine and the idea works 24:7. But I need not worry doubt will come again and test the ideas I have, for now I can see that Andy Jassy and Sundar Pichai have no idea what they are missing out on and it is only half a billion a month, optionally a lot more. So Tencent has options as do two other new players.

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Slapping the Google shop

Yup, when I wrote ‘Has Google lost the plot?’ Two days ago (at https://lawlordtobe.com/2022/06/14/has-google-lost-the-plot/) I honestly thought that was it. Yes, there is a lot to mention on Google, but there is also a lot of good and I tend to focus on that (when you are not Microsoft). So when I saw the advertisement below (as I was looking for something specific), I kinda lost it.

So can ANYONE at Google explain to me the setting of a 2TB SD card for $8? You know what. As I am due retirement (soon), I will order 500,000 cards at $8, with the numbers I should be able to get a 15% discount. As such Google becomes responsible for the delivery of 500,000 properly working Micro SD Cards, the fact that Amazon is offering a 1TB Sandisk card for $200, I should be able to secure 500,000 times $220 getting me $110,000,000 enough to retire. The fact that the shipment would cost me $3,400,000 implies that my break even point is 15,000 cards. The rest is retirement heaven. 

I mean can I hold Google responsible? If a company can spin AI into sentience all whilst they are being scammed though their Google Ads gives me the conviction that my path has merit. The fact that AliExpress is offering something that is not allegedly in existence gives me pause to try this. The fact that my IP would have been cheaper is also reason to set this path in motion. Google has a clear responsibility of deceptive actions to be stopped, the fact that they are unable to, all whilst we see the spin of sentient AI, whilst AI, true AI cannot exist at present gives me the idea to take this to a new level and with me hundreds of thousands of others. Where else can you turn 3 million overnight into 110 million, you are making the money before the invoice is due. Google is failing this setting a little too often and a little too clearly. As I see it, ignorance is no defence. As such AliExpress would have to deliver, Google would have to deliver as their shop was the mechanic and I would be selling it through their shop too, so I get the money, the clients get cards and the refunds, AliExpress gets paid and Google gets settled with all the bills in sight.

Is it fair? That is not the question that matters. The question becomes “Where lies the border towards the cost of doing business?” I reckon that Google is about to meet its borders. The fair part is that AliExpress will deliver or they get to be removed from Google Ads. You see, this level of deceptive conduct also reflects on Amazon and Siemens. Who would buy their valid products when AliExpress is having a quick go at marketing through Google Ads (as I personally see it). And the ‘confusing’ text of “Micro card 2TB SD CARD 2TB memory card 2TB MEMORI CARD 2TB TF CARD 2TB tf card 2tb sd card 2tb for mobile phone memory card” and they will respond with “Ohhh, it is the memori card” (not the memory card), The ‘2TB TF CARD’ is something different. If that is so their sentient Abigail Immaculatus can shed light on it, right?

The fact that this article according to the webpage has 9 orders implies that there is more going on and the Google system is being used as such. 

In this is has become essential that slapping Google is essential. As I personally see it, if AliExpresss cannot properly explain it, their accounts are to be pulled for no less than 180 days and until their products are properly assessed the counter will not change. 

In the meantime, as I am now losing out on a profit of $106,000,000 could either Sergey Brin, Sundar Pichai, Ruth Porat, or Jon Marc Anthony help me out here? I lost my retirement future, it is unfair that you allow deceptive conduct whilst my retirement is now no longer an option. 

Yours sincerely,

This poor poor financial inept vagrant (formerly known as the Lawlordtobe)

Enjoy the day, I might actually have a great weekend coming my way (including long term leave until retirement).

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Murdered by politicians

Yes, that is the setting, the danger that a politician is getting you murdered. The evidence? Consider the setting we are given We are given “Google is being sued by 37 US states over policies on its Android app store, Google Play you might think that this is fair, but is it? The governments (US, UK, EU) they are all helpless to stop players like REvil and bitcoin miners. They say that they are on top of it, but consider asking the millions of Sweden that could not enter the 800 supermarkets close because of what was done. You see a trickle of events and that is good, merely a trickle, yet when the iOS and Android stores open up, it becomes a tidal wave. 37 states catering to the greed driven, they want to avoid paying their dues all whilst tax offices cannot properly adjust theirs, all setting a stage where the pathetic (Epic) can report that they are avoiding their 30%, but in all this the stage becomes that you will be transgressed on your data and your systems and it will not be a trickle, it will become a tidal wave of advertisements on gambling and deceptive conduct, with every game you have it will increase 200%, so with three games you are looking at an expected 8 times the amount of advertisement (Read: harassment and bullying). So when we see “It criticises the commission Google takes on purchases made within Google Play, which can be up to 30%, in line with Apple’s App Store policies and the stores of other rivals such as Amazon and Microsoft XBox” and there is the second party. These stores promise (and so far kept) all kinds of promises, when you are outside their store, it ends, your internet actions will go to the highest bidder, your system will have all kinds of advertisements and the people who screwed up the neat life you had will back away in the shadow, saying it is out of their control. 

That is how I see it, that is what I am speculating will happen. The moment that comes through, I will delete EVERY game I have, I will remove any third party that was offered to me, the price will be too high and find out how high it will be for you when you leave even one application on there. 

And in an interview (source: BBC) with Sundar Pichai we get “I asked about whether the Chinese model of the internet – much more authoritarian, big on surveillance – is in the ascendant, Pichai said the free and open internet “is being attacked”. Importantly, he didn’t refer to China directly but he went on to say: “None of our major products and services are available in China.”With legislators and regulators proving slow, ineffective, and easy to lobby – and a pandemic taking up plenty of bandwidth – right now the democratic West is largely leaving it to people like Sundar Pichai to decide where we should all be heading”, this fits as the interviewer is not giving the larger stage to what happens when the greed driven get involved, it tends to stream towards organised crime, because they are as entrepreneurial as anyone else, when it is about the green they tend to be a lot more innovative than any government has proven to be, and that is a setting you do not want on your mobile store, ANY STORE. So as Amazon, Apple and Google are turning them away, all the others are a lot less likely to do and for the alleged avoidance of 30%, so far I have not seen any third party player willing to do that. And consider the 10 apps you do have, when they give you the additional 1-4 advertisements, do you see any money there? No, I wonder where all that coin will go to, that I merely the beginning, after that it gets ugly in a hurry, yet at that point when we ask the names of the people involved in these 37 states that include New York, Tennessee, Utah, North Carolina, and Washington DC. How reachable will these people remain for answering questions? I am willing to lay a bet there that they will all vanish like snowflakes in a heatwave. What do you think?

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Any more staff in the range of stupid?

It is a question that is seemingly asked in political circles, but these questions never get the limelight it deserves. There are numerous examples, but the clear ones are starting 11 years ago. ABC at that point gave us ‘The $77 Billion Fighter Jets That Have Never Gone to War’ with small raised issues like “the U.S. led an international effort to secure a no-fly zone over Libya last month, the F-22, the jet the Air Force said “cannot be matched,” was not involved. The Air Force said the $143 million-a-pop planes simply weren’t necessary to take out Libyan dictator Moammar Gadhafi’s air defences”, the US armed forces spend (read ‘optionally wasted’) $80,000,000,000 on a plane and over a period of 3 major combat operations it never saw the light of day in active combat testing. Yes, as I see it the most advanced plane is one that never tests its ability in combat, it makes perfect sense, like the cold war did. Then we go to 2016, a bombing target that I have written about a few times, the USS Zumwalt. A ship so ugly that it is optionally too ugly to be used as target practice and sunk in a place where we can regrow coral reefs. The Guardian gave us ‘US navy’s most expensive destroyer breaks down in Panama Canal’ with the added “The Zumwalt cost more than $4.4bn and was commissioned in October in Maryland. It also suffered a leak in its propulsion system before it was commissioned. The leak required the ship to remain at Naval Station Norfolk in Virginia longer than expected for repairs”, with a few other sides of failure, even as the Guardian gives us “One of its signature features is a new gun system that fires rocket-powered shells up to 63 nautical miles”, a side that never ever worked. That is because and this is merely one of the sources ‘The USS Zumwalt Can’t Fire Its Guns Because the Ammo Is Too Expensive’, yes a side that was never charted properly, was it. It came down to the setting that “The two Advanced Gun System howitzers are fed by a magazine containing 600 rounds of ammunition, making it capable destroying hundreds of targets at a rate of up to ten per minute”, however, “now the U.S. Navy is admitting that the LRLAP round is too expensive to actually purchase, leaving the nearly $4 billion dollar destroyer’s guns high and dry”, now the class were adjusted for Raytheon solutions making the ship a joke on a few levels. So at this stage a group of people wasted $84,000,000,000 and it adds up that the tax payer has nothing to show for it. How is that for a sense of humour, but now, wait for it…..Now the BBC gives us ‘Major design flaws in Army’s new armoured vehicles, report shows’, a stage where we see “An internal leaked government report also raises serious doubts as to whether the £5.5bn Ajax Armoured Vehicle programme will be delivered on time and within budget. Problems include excessive vibration and noise”, yes that makes total sense. You see the two governments should be considered guilty of wasting $91,000,000,000 of the taxpayers funds, and that is the group that thinks my £50,000,000 post taxation fee on 5G technology is a waste of time and space? Hah! I found a way to sink the Iranian fleet in new novel and slightly overt ways (the sinking of the Kharg was not my doing and a complete coincidence). I also had a novel idea on melting down the Iranian nuclear reactors, but I hope to test that one in the near future, someone has to do something about that lot, don’t we? But this is not about me, this is about alleged stupid people, so when we get told that “the Ministry of Defence signed a contract for 589 of the Ajax armoured vehicles in 2014”, and we see the flaws, optionally massive ones with the added “successful delivery of the programme to time, cost and quality appears to be unachievable”, oh wait, didn’t the article start with “will be delivered on time and within budget”? Oh no, that too was wishful thinking, because if we see “An internal leaked government report also raises serious doubts”, it implies that some level of stupid thought that on time and within budget was achievable at some point, although there has been 7 years of budget (w)holing, or was that a political seven year itch?

And I need to restrain myself, because I came up with an idea that all the boffins at DARPA did not see coming and at present I am realising an additional stage that is a nervous one and letting my ego get the better of me is not a good thing as it opens up the theatre of war to a much larger stage. And even as I might not feel completely nervous, the fact that two governments failed the Army, the Navy AND the Airforce implies that there are a few issues all over the field and the media is not going after these political names who were buttering their sandwich on both sides of every slice, so there is a lot more to come in the near future.

So when you realise that “The MoD has already spent nearly £3.5bn on the flagship programme, which is meant to provide the British Army with a “family” of modern tracked armoured fighting vehicles. The Army describes it as a “core capability’ and key to its modernisation.” And that core capability does not work, float or fly. Did you honestly believe that the Chinese and Russian problems are real ones? If we cannot counter what they have to offer we are merely sitting by watching politicians draining funds and we see another iteration of ‘Tibetan exile leader warns of Chinese aggression: ‘China will transform you’’ by Fox News and others. Did you think that Chinese and Russian opponents have not figured out that large projects are now showing a fail rate of 80% or more, I will agree that a 100% fail rate is too exaggerating, yet consider that bucket of bolts (USS Zumwalt) that ended up with no shells to fire and now relies on conventional Raytheon technology on a ship that is $3,000,000,000 too expensive for its firing solution. Did you think that they had not noticed the issues, or the Issues with an untested Raptor even though it could have been taken through its paces three times over, you think the other players overlooked that?

As I see it There are a few sides of US and UK governments that require massive overhauls. And I am not trying to win them over for my £50,000,000 post taxation solution, for that I merely need Sundar Pichai, Jeff Bezos or Elon Musk to wake up and smell the coffee (and opportune stage for yours truly). When you consider the waste of $91,000,000,000 is am merely a wrinkle in the fabric of economy and a small one at that. So in all this as we are all trying to get by, fear not, there are players in this field wasting well over 100 times the funds that would keep you alive, so in this age and in the era of Covid, where almost 4 million are dead and 172 million got sick with 250K new cases a day added, we can relax knowing that funds for survival are wasted on all kinds of military problems and we need not worry about war, the wasted funds are for systems that seemingly will not ever work at present. So world peace is within our grasp, we merely had to spend it on systems that do not operate.

Can we hire any more in the range of stupid so that world peace becomes a reality? Although if Russia and China do not embrace that political arena we still have a problem but I might be the one negative thinker here. What do you think?

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The tweets that flame

Yes, it seems harsh, and it is not meant to be. You see, this might be the tweet of today, but the setting has never changed not for three decades. Even as political windbags are all claiming that they are doing their bit, they are actually relying on emotional events to keep the flames going, especially when they do not resolve anything. My blog has covered it for almost a decade, and I have been stating it for another two decades. And this tweet is bringing it to the surface yet again.

People are all about ‘taxing billionaires’, ‘taxing corporations’, and ‘taxing churches’, the last one is nice, I hardly ever see that one. So let’s take a jab at this (yet again).

Taxing Billionaires
Yes, it is all about discrimination, taxing the billionaires. I still hope to become one, that is if Papa Smurf (Sergey Brin), Clever Smurf (Larry Page) and optionally Tracker Smurf (Sundar Pichai) wake up and take notice. OK, wake up is incorrect and uncalled for, they are likely awake 18 hours a day and they optionally take notice of a dozen matters every hour of every day, but so far they are not noticing my 5G IP (darn).  So at what point will we ‘tax’ the billionaires? Will we check their bank accounts and levy it for 20%? At what point do you think will these 614 billionaires move to Canada, or Europe and leave the US completely bankrupt? What do you think happens when $5,000,000,000,000 moves to another nation? I have another issue, these people made money in whatever way, and not all are a Lawrence Elliot, Mark Zuckerberg or Google top. As such do you really want the creative top of the world to vacate to another place?

Taxing Churches
There is a larger stage here and I am not against taxing the churches. The Catholic church has pillaged in their own way the planet for centuries. So will you tax one (discrimination) or tax all? It is a slippery slope, and ever as it is not the worst idea, it is a trap waiting t explode in all our faces, we just do not know how. 

Taxing corporations
They are getting taxed, it is the degree of required taxation that is the issue. 

The point is not taxing them, it is overhauling the tax laws and on both sides, both democratic and republican presidents, they all failed. From 1993 onwards the USA has had two democrats, two republicans and now another democrat President, the last 4 all failed to overhaul the tax laws.  As such, blame Bill Clinton, George W. Bush, Barack Obama, and Donald Trump for this failure. In April 2019 we saw “Amazon, Netflix, IBM, and General Motors are among the 60 big companies paying $0 in federal income taxes in 2018”, not one, not two, not three, but 60 big companies all avoiding taxation, avoiding not evading. Evading taxation is illegal, avoiding it is only paying what the letter of the law tells you to pay and that is how it should be, as such tax laws need an overhaul and this has been clear for 30 years, so why is it not done?

Because we see flames, we react to flames and no one is considering (intentional or not) to push legislation to overhaul the tax laws. It is the same joke again and again. Tax and gun laws are trodden on, we see all the crocodile tears, but people die and die again and until gun laws are truly overhauled, starting by giving the ATF the teeth they need to take a chunk out of guns, this will continue. And the media knows this too, but they cater to their shareholders, their stake holders and their advertisers and none of those three are happy about overhauling tax laws. 

And until the people unite complaining to the media nothing will change. It is funny that a valid objection by a journalist regarding an Oprah Winfrey interview, where we see a reported “Over 57,000 complaints have been delivered to Ofcom” regarding the point of view of a reporter, yet I am willing to bet that NONE of those 57,000 people ever complained on the need to overhaul tax laws. And we notice people complaining that nothing gets done, well, does this not start with you? A person can tweet to high heaven, but that does not change things. Getting hundreds even thousands complain to electable officials never happens (and the politicians, as well as corporations are happy about this), they need the rich to pay for their reelections and that will not happen when tax laws are overhauled.  

This is also not limited to the US, it is a global issue and if people really want poverty to go away, you need to demand an overhaul of the tax laws. It is really that simple. But beware, when you push corporations away it has other impacts. California is now learning that the hard way as more and more corporations are moving to Texas. So this is a much larger slippery scale and their will be consequences, no matter how we slice that tax cake.

But I am not against taxation, but I too will take the tax avoidance route when called on, it is not because I am against paying taxation, I am against paying too much taxation, that is why tax laws were created. A paper in 2014 gave us “‘Tax avoidance is a taxpayer’s course of action in line with the letter but contrary to the spirit of the law’. Definitions phrased along these lines can be found in many policy statements and legal provisions. They are common, but nonetheless problematic. It is the ‘spirit of the law’ part which poses problems. These difficulties not only have theoretical import; they also cast doubt on the legitimacy of efforts to combat tax avoidance. And the skeptics – ‘non-believers’ in the spirit of the law – are many.” The paper by Hanna Filipczyk gives us a lot in that regard, on the problems and on the 27 references that show that this has been going on for a long time, and until politicians stop wanking about the spirit of tax law and do something about the letter of tax law, this will continue, and its continuation will never cease. And the media is making it easy for them as they cater to part of that group. Should you doubt that, then wonder when the media told you to that to achieve a proper level of taxing, tax laws need to change. Do not take my word, check what THEY said, you will see I was right and I have been correct in this case for well over a quarter of a century. 

It was never hard, it was never complex, it merely needed to be done and the previous 4 presidents did not achieve it, why not? I will let you ponder that part for a little part longer.

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