Tag Archives: technology

January 5, 2026 · 16:25

The setting we hope for

That is a given, we all hope that certain settings come to play and I am no different. Part of it is banked on settings that are realistic and then there are those that are not that realistic. Before I start with this, one little update. I made mention of a new movie that would scare the nasty cloth out of the NSA (GCHQ too) and I just gotten the first few scenes out of the way. It makes me happy, but now I realise that it is not going to be a two hour event. At present I’m sitting on the first part, but the continuing story will not be a lot more than a short film some define this as under 40 minutes (including credits), That is what I am looking at. Perhaps a TV film? It wouldn’t be much longer and lets be clear. If you need two hours to scare the pants out of the NSA, your not doing a particular good job, but I might be wrong. So the script will be ready a lot sooner than I bargained for. 

So back to the matter at hand. Realistically the employment game is definitely changing because (at https://www.theregister.com/2025/12/23/oracles_new_aienhanced_support_portal/) we get told that ‘Oracle’s new AI-enhanced support portal leaves users fuming’ which was released just before Christmas, so I missed out on this initially, but we are given “Oracle’s new AI-powered support portal is frustrating customers and support engineers who are struggling to find the basics, such as old tickets, links to database patch programs and release schedules for current databases.” It works for me as I have worked my whole life in customer service and technical support. As such it seems my streak of bad luck is ending and when a company like Oracle gets it wrong, there is not much hope that the others are fairing better, which would work out well for me.

I miss customer service and I remember when I was ‘made redundant’ all whilst others were saying that the new technologies were making my job obsolete. And I have reason to smile. When I am shown “Greg Parikh, Oracle veep for information development and operations, said in a blog post that the MOS portal offers new features, including AI-powered interactions, streamlined navigation, improved search capabilities, and enhanced knowledge access.” And as I see it, those who live according to the sweet spot of cheap revenue now see that others aren’t having much luck either and they need to consider their sales track and how they can salvage what can be salvaged and now it turns out that they will need manpower as the most defining resource and that is good news for me. And as I see it (in case of Oracle) that looking at “Users pointed out IDs had completely changed, such that searching for 888.1 — the Primary Note for Database Proactive Patch Program — or 555.1 — database 19c Recommended One-off patches returns error message KA912 as the top result. “Links to other documents, which still reference the old IDs, are currently failing for me,” one user said.” Gives the indication that their knowledge base isn’t doing any better and if the programmers cannot make it work, their manpower setting will drastically change and this is just Oracle. As I see it, there are hundreds more firms who have that very same escalating problem, as such I expect that places like ADNOC (Abu Dhabi) might soon require their own corporate service division and their own technical support making short work of the available resources. I reckon that this works out nicely for me. 

So we have the realistic settings, and the dreamy station of a new movie, or at least whilst I am still applying for jobs, it will have to do and it keeps my but this creativity high, an undervalued ability in customer service. But this is merely one setting. Is it that bad? Well you judge, but a little over a year ago we were given ‘16 technical support tools to look out for in 2025’ (source:outsource accelerator) and some do work, but if didn’t grab the right one, the setting is a precautious one. Do you switch and take that chance or reinvest in your own knowledge base and that setting is dangerous, because you could lose a lot more than you bargained for. So whilst some went into combinations of SaaS, Paas or IaaS, your customers are in a tight setting where they demand service or they walk. Larger firms have even a more robust setting and in this age of fake AI, revenue lost is a large setting of shareholders giving up on you. That is the upside for me and as I see it, my time is not worth its weight in gold. 

So whilst we are given ‘IBM Is Laying Off Thousands of Employees as Its AI Business Surges’ they are also cutting a single digit percentage which in case of their 270,000-person global workforce which implies that up to 25,000 people are being laid off. Now consider where they are and that is not a given, but technical support requires certain people to stay in place and when that is messed with nearly anything can go wrong. Now IBM and Oracle are two of the big boys and they wold have their ships in place. And in that setting we see the Register giving us the setting above. 

So, who else and how much is being slid down the pipeline because some people think of their trolley and forget that other trolleys require assistance. It is in that setting that I think that the larger players need to hold one and rehire their old staff a lot faster before that knowledge goes somewhere else and in both these settings I get to win a better place in the work atmosphere.

Am I right? Am I wrong?

That is usually the question, but I personally believe that I am right because I never expected a player like Oracle getting that part wrong, as such things are looking up to the people who worked their lifetime in Technical Support and Customer Care. Even if it goes more towards a player like Zendesk. The knowledge that they have requires expansion because that knowledge is about to go the way of the Dodo. In other views, they are not the only one and the one who has the most diverse software takes over the others who are lacking. And as I see it, these systems are not enabling systems. They take it all and that is fine, but when we see the kind of failures that Oracle is showing the world, we see a growing set of barriers that could (merely a could here) define the needs for the next decade because all these cost crunchers require AI (which does not yet exist) and now that they are getting nervous, they need to concentrate on what works and what is merely bling for show. As such I feel vindicated is probably the best word. My knowledge is about to get a value upgrade, so I start 2026 feeling rather happy. And of course I could be wrong and I need to consider other venues. Time will tell.

Leave a comment

Filed under IT, Media, Science

Tagged as , , , , , , , , , , , , , , ,

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.

Leave a comment

Filed under IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , ,

January 2, 2026 · 19:38

Cracking on the down

That is at times the setting, but it is not always clear. As I personally see it, it has nearly always been clear as glass, but the ‘powered that could be’ doesn’t want to hand over any of the greed it can get, and as a result people get scammed. So I have a few issues with the Reuters article (at https://www.reuters.com/investigations/meta-created-playbook-fend-off-pressure-crack-down-scammers-documents-show-2025-12-31/) and as we read its headline ‘Meta created ‘playbook’ to fend off pressure to crack down on scammers, documents show’ we might think that this giant (aka Meta) is the cause of it all, but that isn’t exactly true. To see this we need to look back the last half century, slightly before Meta (then known as Facebook) was born. So as we are given “As regulators press Meta to crack down on rogue advertisers on Facebook and Instagram, the social media giant has drafted a “playbook” to stall them. Internal documents seen by Reuters reveal its tactics, including efforts to make scam ads “not findable” when authorities search for them.” We are shown a half truth that I see as a near blatant lie. You see, in 1961 a man named Luther Simjian came up with the father and mother of the ATM. An experimental Bankograph (as they named it then) was installed in New York City in 1961 by the City Bank of New York, but removed after six months due to the lack of customer acceptance. But on 27 June 1967 it was reintroduced by the actor Reg Varney as a push to control people pressure at Barclay in London. Think of this as the starting point. As security was upgraded, most security was still set to older concepts, they were not bad, but it all comes from this point. And as the law was set to this setting, it fell behind fast. As such things like Two-Factor Authentication are still concepts to be implemented in banking and auto banking and beyond. So as Meta and others are trying to make the sale of advertising ‘easier’ scammers are really happy to bank in on such opportunity. 

Consider three points, the advertiser, its payment and its location are three separate issues, whilst the initial setting is almost never confirmed as these players are set to ease of business and commerce instead of security of business and commerce.

And we see this in the article as “Meta, owner of the two social media platforms, feared Japan would soon force it to verify the identity of all its advertisers, internal documents reviewed by Reuters show. The step would likely reduce fraud but also cost the company revenue.” This is true, but the setting goes far beyond Meta and that is as far as I can tell not set either. So as Reuters gives us “Meta launched an enforcement blitz to reduce the volume of offending ads. But it also sought to make problematic ads less “discoverable” for Japanese regulators, the documents show.” Which bus likely true, but it is a larger field. If the EU, the Commonwealth and America keep shoulder to shoulder to “verify the identity of all its advertisers” we could actually get somewhere, but then the conversation goes into the direction of complication and such, the greed driven are ready to hand victory to the scammers. And as we are given “The documents are part of an internal cache of materials from the past four years in which Meta employees assessed the fast-growing level of fraudulent advertising across its platforms worldwide. Drawn from multiple sources and authored by employees in departments including finance, legal, public policy and safety, the documents also reveal ways that Meta, to protect billions of dollars in ad revenue, has resisted efforts by governments to crack down.” The setting that Japan is trying to overcome, the establishment of identity of advertisers become frightfully clear. And that costs Meta revenue, but it goes far beyond Meta, Amazon is likely to have similar settings and they accept that as the cost of doing business, but the people caught in-between are  settled with the bill of BigTech doing business. So as Sandeep Abraham, a former fraud investigator at Meta gives us “Instead of telling me an accurate story about ads on Meta’s platforms, it now just tells me a story about Meta trying to give itself a good grade for regulators.” We are being told the picture that regulators are part of the problem. In stead of the cold hard question “How is the identity of the advertiser established” the people are told a different picture. It would be regarded as Artsy, but not the truth. So whilst the world is ready to accept “The tactic successfully removed some fraudulent advertising of the sort that regulators would want to weed out. But it also served to make the search results that Meta believed regulators were viewing appear cleaner than they otherwise would have. The scrubbing, Meta teams explained in documents regarding their efforts to reduce scam discoverability, sought to make problematic content “not findable” for “regulators, investigators and journalists.”” The larger question on what happens when these fraudulent go getters get access to more finely trained DML/LLM solutions, to capture the wallets of millions more? That question remains in the background and soon it will be too late, because soon places like America will try nearly anything to keep their shareholders happy and that comes with additional cost of doing business. And that setting is given with “The playbook, as it’s referred to in some of the documents, lays out Meta’s strategy to stall regulators and put off advertiser verification unless new laws leave them no choice.” And again, the lawmakers are shunning their duty, not merely in America, but in Europe and partially the Commonwealth as well. And that is, as I see it, the gist of the setting and whilst we might want to blame Meta, the direct setting is that places like Apple, Google, Microsoft are at least equally guilty. So, as I see it, Microsoft could have done something years ago, but they were chasing Google, instead of becoming real innovators. They might have trailed, but at this point they could have taken a lead and as I see it, they did not.

So as we see Meta, no one is asking where Amazon and Apple were at that time. So how many scammy advertisements did they make way for? I don’t know the number and it will be less than Meta, but is it small enough? I fear not (a speculation on my side).

Oh, and before you think this was all new stuff, consider that I raised this issue in ‘Enabling Crime’ and article I wrote in 2017 (at https://lawlordtobe.com/2017/12/02/enabling-crime/) so this has been over 8 years in rotation, 8 years that BigTech and lawmakers did close to nothing and I was taught an issue like “Two-Factor Authentication” in University (aka UTS) in 2012. So it is over a decade where legal Impotency is shown. It was in the trend of non-repudiation where you and you alone could have set this in motion. The law seems uneasier to bind itself and tech doesn’t want to be bound by this. So as I showed close to 13 years of inability to do something about that setting we are given a slightly different setting, not an incorrect one, but one that is slightly larger than anticipated. 

So I wish you all a good day and a lovely time enjoying coffee (I just had mine). Those lazy bastards in Vancouver are likely snoring the night away, it’s half past midnight this morning there.

Leave a comment

Filed under Finance, IT, Law, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

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.

Leave a comment

Filed under Finance, IT, Media

Tagged as , , , , , , , , , , , , ,

December 25, 2025 · 21:44

The boat has left

That is a weird setting, but that might be the case for a lot of people. It is the Financial Express who gives us (at https://www.financialexpress.com/life/technology-ibm-to-skill-5-million-indian-youth-in-ai-cybersecurity-and-quantum-computing-by-2030-details-inside-4082018/) the headline ‘IBM to skill 5 million Indian youth in AI, cybersecurity and quantum computing by 2030’ you might think it is nothing to get hung over about, but you would be wrong. Even as some ‘claim’ to give good courses (some actually do), it is IBM who has had that inside track in several ways. As such (or perhaps to consider as I see it), the labour market will be drowning in Indian entrepreneurs by 2032 (and a whole before that). I reckon that these people will bolster the Indian go getter market and they will branch out to Saudi Arabia, the UAE and a few other places. As such if you think the US labour market is merely cooling, think again. These people will be highly wanted in India, Saudi Arabia, the Emirates, UK, Australia, Canada and the EU long before we get to 2030. There will be an Indian wave of go getters all over the world and the places that needed to get active weren’t for much too long. So as we see “India possesses the talent and ambition to lead the world in AI & Quantum. Fluency in frontier technologies will define economic competitiveness, scientific progress and societal transformation,” said Arvind Krishna, IBM Chairman, President and Chief Executive Officer. “Our commitment to skill five million people is an investment in that future. By democratizing access to advanced skills, we are enabling the youth and students to build, innovate and accelerate India’s growth.”” And these people will be highly skilled in all things IBM (perhaps not in IBM Statistics or IBM Miner) but that is little cause for alarm. These people will also bring forth IBM skills and products, so this setting takes care of two pipelines, skills and products. And all that time AWS was hounding the AI field. It is nice, but as these people are highly skilled in whatever IBM holds, there is a mismatch on what is required. OK, that last part is speculative, but that is what I would do.

I reckon that Microsoft and OpenAI also might have a problem here. You see we also get “IBM also continues to strengthen school-level readiness by co-developing the AI curriculum for senior secondary students, along with teaching resources including the AI Project Cookbook, Teacher Handbook and explainer modules. These programs are designed to embed computational thinking and responsible AI principles early, while enabling teachers to deliver AI education confidently and at scale.” As such these people get a schooling in evolved from famous systems like Deep Blue and Watson and as such IBM provides a flexible ecosystem allowing choice from various foundation models (like Granite, Llama, Mistral). Whatever they partnered with doesn’t matter. This is the IBM show, partners take a second stage chair. And as I see it, IBM did something nicely spectacular because they get a choir of 5 million evangelizing Watsoners all over the world and in that instance Watson grows from niche to mainstream and that will feel good for all the shareholders who kept their trust in Arvind Krishna (I will give a nice ‘Well done sir’) in this instance. Because it is starting to look like the old premise ‘When two dogs fight over a bone, the third one takes it gone’ So in the fight we saw with OpenAI and Google, we now see that the future is banked on by IBM. This doesn’t make the others useless in any way, but IBM set the future towards Watson in a rather nice way and that has to count for something.

What a nice end of year this will be this year. Because at the drop of a hat, it wasn’t merely Google or OpenAI, as I see it now IBM because the third major player in this duet and as I see innovation, this is how innovative strides are made, by having to refocus your tasks, that is the real innovation maker in this world. 

A lovely ending to Christmas Day. Have a great upcoming boxing day you all.

Leave a comment

Filed under IT, Science

Tagged as , , , , , , , , , , , , , , , , , , ,

December 25, 2025 · 01:07

They had twins

Yup, it happens. At times we have kids, progeny so to speak and some get two for a simple roll in the hay. Yet this isn’t about kids. It is about Gemini 3, Googles seemingly finest product. It is so great that Microsoft barred Google Chrome from installing and they blamed it on some weird parenting setting. And then the media lacked looking at it, probably some revenue driven courtesan issue. All speculation, but I would prefer to set this to presumption, still I have no evidence. So it is all allegedly, but the settings on Gemini are clear. I read it myself (so it must be true). I will start with FXLeaders who (at https://www.fxleaders.com/news/2025/12/23/google-stock-heads-to-record-highs-as-gemini-3-outperforms-chatgpt/) gives us ‘Google Stock Heads to Record Highs as Gemini 3 Outperforms ChatGPT’, as such it is now the fifth time Microsoft loses. There was Sony, There was AWS, There was Google and now there is Google again. It sucks to be Microsoft. And the howling continues. 

So FXLeaders gives us two bullets that matters.

  • The launch of Gemini 3 has intensified competitive pressures in the AI sector, while regulatory concerns add complexity to the investment landscape.
  • Insider selling and a cautious market sentiment suggest that near-term upside may be limited, but long-term support from institutional investors remains strong.

So as we are given “Alphabet emerged as one of the standout megacap performers in November, delivering a decisive breakout that carried shares through the $300 mark and to a fresh all-time high near $329. The move completed a strong rebound from a late-September pullback and reinforced confidence in the company’s long-term growth trajectory. The rally was fueled by sustained institutional demand and growing optimism around Google’s artificial intelligence roadmap. For much of October and November, Alphabet benefited from its unique position at the intersection of digital advertising dominance and AI platform leadership.”

As well as “The rollout of Gemini 3—trained primarily on Google’s in-house chips rather than external hardware—has sparked renewed debate around vertical integration in artificial intelligence. Supporters view this as a long-term strategic advantage, potentially lowering costs and reducing reliance on third-party suppliers while optimizing performance. Recent benchmark results, where Gemini 3 reportedly outperformed ChatGPT in several categories, have added to that narrative and intensified competitive pressure across the sector.” So wonder about how the media could not get you this two weeks ago and wonder now why I refer to the media (the larger part) as the Courtesans of the digital dollar. This should have been know and tested for by several parties directly, and I don’t care who won, we were not informed. As I see it, Microsoft has too powerful a hold on the media and the media who shunned their jobs need to be named and shamed. Sound simple, doesn’t it? As such I also present a second source, so there is a little more data drivenness to the fold. It is a story (at https://www.startuphub.ai/ai-news/ai-research/2025/google-gemini-3-redefines-ai-reasoning-and-efficiency/) where StartupHub.AI gives us “The core of Gemini 3’s impact lies in its unprecedented reasoning and multimodal understanding. According to the announcement, Gemini 3 Pro, Google’s most powerful model to date, not only topped the LMArena Leaderboard but also achieved breakthrough scores on challenging benchmarks like Humanity’s Last Exam and GPQA Diamond. These tests are designed to assess an AI’s ability to truly think and reason like humans, indicating a sophisticated capacity to process and synthesize information across various modalities, moving closer to genuine comprehension. Furthermore, its gold-medal standard performance in international mathematics and coding contests, powered by its Deep Think capabilities, signals a new era for AI in complex problem-solving, pushing the boundaries of what automated systems can achieve in abstract domains.” So as we wonder what some of them mean, the benchmarks were available to pretty much all the media, so what prevented them to report on it? Simple question, isn’t it?

And you might wonder why I care, or why I believe these sources. There is a setting that sets up a lot of consideration and that is right, but the media isn’t informing us and they aren’t making any tests, even though I gave one test to the world (not necessarily a good one) but the media did NOTHING. They allegedly value the digital dollars too much and they rely on players like the Microsoft stakeholders to fund their gravy train (as I personally see it) So am I right, am I wrong? I would love to be wrong, but I have seen this before (more than once). But as I see these results there is a larger play in motion. Is Google actually that good? I am not debating it, I am asking and it comes with an answer. It is either Yes, No, or it is under advisement. The first two are simple and it can begotten by showing the evidence, but the Media did nothing of the sort, perhaps some did, but the larger groups are abstaining from involvement (it sounds better then ‘They cower the results if involved’ because that makes them sound like actual pussies. So why am I so angry about this? It is a result we were entitled to and it requires OpenAI to divulge its heading and not cater to asking for more value when there is none to be had (at present). And as such investors are duped into not receiving the evidence they need to make financial decisions. But perhaps I am over simplifying the problem here.

Whatever you consider and whatever you decide is yours to do and you are entitled to the best information to make these decisions and the media is no longer able to do that. I don’t care if you embrace ChatGPT and OpenAI. That’s fine, I am not choosing favorites, I actually don’t care, but I do care about lacking media, lacking results and hiding behind some stakeholder whilst the people have a right to know. They use that as their battle drum, so they can be held to that as well. It is a simple setting as I see it.

Have a great Christmas Day, 23 hours until boxing day for me.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , ,

December 22, 2025 · 17:44

Why is a stage a stage?

That is at times a decent question. Even for me, because as I write this, I do so subjectively, nearly every writer does. Writer about his point of view and I am no better (or worse for that matter). It is the merging of two points of view and these points of view are others points of view and they have their own reasoning. It is not about good or bad, points of view almost never are in a set stage. But they must be watched as they influence your own point of view and whilst some are eager to give them all a one sided setting, I learned that this is not something that tends to help. Especially if points of view are multidimensional. As such, I give two points of view and blend them to my own stage.

The first was given by Yahoo Finance (at https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html) I don’t agree with that point of view but it was a decent setting of a stage. And stages are where we are.

The first setting gives us ‘How Oracle became a ‘poster child’ for AI bubble fears’ I don’t believe in that setting, but it matters for the whole story. “Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk.” But then we get “AI optimism continued to push Oracle shares higher following its quarterly earnings reports in June and September, with AI-driven deals set to push cloud segment revenue to $166 billion in 2030. The stock’s surge in September briefly made Ellison the world’s wealthiest person. But AI euphoria quickly gave way to doubt. Investors became increasingly concerned over the rising use of debt to fund tech firms’ AI spending, just as the payoff of that spending remains hotly debated. Those concerns are evidenced in the budding demand for Big Tech credit default swaps (CDS) — financial contracts that act as insurance by letting investors bet on the likelihood that a company will default on its debt.” And that setting is somewhat important, and for those who remember the 2008 crash, they fear the stage the the CDS and that is fine, I don’t think that this setting is great, but the stage of letting investors bet on the likelihood that a company will default on its debt is not really great, it is the stage where some will set or even orchestrate the need for some to fall and that is what makes the bubble burst and I gave that setting before (at https://lawlordtobe.com/2025/12/02/aftermath/) in the story ‘Aftermath’ where I highlighted parts of the equation. It is the second part that is the setting of the stage and it is about stages. You see, we all envision a stage whether it is the real stage sets part of the question and when we consider the stage we think matters, we might look at the size, the lighting or how we move on that stage. All matters for consideration but I digress. The second story was given to us by the Motley Fool (at https://www.fool.com/investing/2025/09/16/prediction-oracle-will-surpass-amazon-microsoft-an/) and there we get ‘Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031’ where we see “Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 — corresponding with calendar year 2031.” As well as “Oracle’s push into cloud infrastructure is arguably its boldest bet in the company’s history. Oracle isn’t cutting corners, either; it is bringing on dozens of data centers online in just a few years. It has built 34 multi-cloud data centers and should have another 37 online in less than a year.” Now we have seen two not aligned stages, but the actual stage it a lot larger. You see, the others all ‘want to align’ with Oracle, but that merely means that they want the solutions that Oracle has or get the customers that have selected Oracle, but the others forget something that matters. Oracle has been the data innovator for over 45 years and no one can touch what they achieved, even in the early 90’s they were the only one who could set tables within tables and it took others close to a decade to even get close. Azure, AWS and others never got ahead of Oracle, they merely reengineered what Oracle already figured out and there is more to come. 

You see the two stages are in a larger third stage and as I see it, Oracle has focussed on the data that is needed for DML and LLM settings, but they must know that actual AI requires more and it starts with two elements Verification and Validation. There two parts are the achilles heel for anyone making the statements that this is AI (which it is not) and no matter how much you train data sets, when Validation and verification are absent the GIGO law comes into play. It was uttered in the 60’s and means Garbage In, Garbage Out. Without Validation and Verification all data becomes part of the GIGO law. Most do not realise this, or they simply do not care, but Oracle figured this out long ago (A speculative thought) and we need to consider the Oracle might be trailing on some new technology, but they are ahead in many ways, more so than either Azure or AWS. And the largest settings we see at this point if that some are ‘gambling’ that Oracle messes up, but I think that is not the case. Oracle is hanging on and that is what matters. The data centers that are coming and that are build need to make money, but that is not the stage of Oracle, they got the equipment in, they got the software in and now as these centers start making money, Oracle gets their share and as such they are the facilitators of wealth and that is until there is an actual AI and as I see it, Oracle will be the only one who will set the premise of that and that is why Oracle will surpass all others. Even Google and IBM will seek the shores of Oracle. 

A stage that might take a while, but in all this, any training data centre will owe Oracle money (and a lot of it), so Oracle can play the long game, because in that stage only Oracle will come out on top. That is how is see the stage, the size a lot larger, the lights will put Oracle in the limelight and all others will remember why Oracle is the only one who is master of data storage technology and that is why I believe that the second is part of the real future of Oracle and whomever connects to Oracle. But in all this Oracle is the most essential data solution technology out there and when I saw the ‘negative’ settings around on December 2nd, I knew that it was doom speak of some for whatever reason they had. I knew that Oracle had a different future ahead of them, a much brighter one.

Have a great day, today was cooler, so I feel decently rested, but in these warm days before Christmas I rather miss the white cold of Sweden (or Canada). 

Leave a comment

Filed under Finance, IT, Science

Tagged as , , , , , , , , , , , , , , , , , ,

December 21, 2025 · 22:59

The dice fell snake eyes

It is the setting I predict a few weeks ago and more less recent in the story ‘Eric Winter is a god’ (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) in July 2023. I saw it coming this early in the race, why? Mainly because AI doesn’t yet exist, so whomever sells whatever solution they have as AI will set themselves up for a rather huge and nasty fall. In 2023 it was easy, in 1980 the movie the Changeling was released, giving the timelines then, the movie was made in 1979 and Eric Winter was born 17 July 1976, so what was a 2 year old doing in that movie? That is the simple setting of validating your data and that is why there is a case with what some now call AI. So now we get (at https://decrypt.co/353227/openai-microsoft-sued-over-chatgpt-connecticut-murder-suicide) ‘OpenAI, Microsoft Sued Over ChatGPT’s Alleged Role in Connecticut Murder-Suicide’ so when we see the setting in that case, there is more than just the bare minimums. This will imply engineers who programmed the setting, as we are given “In the latest lawsuit targeting AI developer OpenAI, the estate of an 83-year-old Connecticut woman sued the ChatGPT developer and Microsoft, alleging that the chatbot validated delusional beliefs that preceded a murder-suicide—marking the first case to link an AI system to a homicide.” I expected that we would have until 2026, but it never got that far and when the first trial starts, we will see aq whole range of class actions and other legal battles start, because as we are taught in Torts, go where the money is and OpenAI/Microsoft have plenty. As such there will be a whole range of cases being started. I reckon that there is a whole flock of ambulance chasers who will see this as their golden opportunity. And the more data is thrown around, the more intense the legal battles begin to emerge. A setting that was clear two years ago for me and as I found more than one setting that favors this, we merely have to look at sentences like “We rely on our AI to bring you [X]” the legal eagles see that as their way into your coffers and they have greedy hands, because that is what they were instructed to do. And when you consider “OpenAI faces numerous lawsuits, primarily revolving around copyright infringement for using vast amounts of online content (news, books, lyrics) to train AI models like ChatGPT, with major cases from The New York Times (NYT) and authors seeking damages and content bans, plus a recent German court ruling against lyric reproduction.” We see the setting that they either settle, or lose whatever data they have and there are numerous other settings that are thrown into the mix. And whatever is in the design law database, because there is every indication that these trademarks were also broken in numerous places and Microsoft has no place to turn, they are in it for the big bucks and whilst some are ‘driven’ to reconsider their options, the amount of people who are not considering that, is a growing amount of people smelling the scent of dollars and they are hungry. I reckon that those non-Americans are even more driven to those dollars than the Americans are. It comes down to (a massive speculation) that gets them up to 100 billion and that was before Sam Altman was hoping for a $800B incentive. That is the short and sweet of it, so as we look at the article seeing

““This is the first case seeking to hold OpenAI accountable for causing violence to a third-party,” J. Eli Wade-Scott, managing partner of Edelson PC, who represents the Adams estate, told Decrypt. “We also represent the family of Adam Raine, who tragically ended his own life this year, but this is the first case that will hold OpenAI accountable for pushing someone toward harming another person.”” You see, “first case that will hold OpenAI accountable for pushing someone toward harming another person” is a deeper step than some lawyer pushing that OpenAI was driving a person to some extend, that is no harm, or merely applied harm to self, do you have any idea how many lawyers will demand to see the algorithm and the programmer who wrote it? That will be a mess that takes almost years to sort out, in that same time, Google will progress Gemini 3 much further making OpenAI lose investors and they are as sketchy as they will ever be.

So whilst we see the sparks come, we will see a lot more issues surface and they are not all on OpenAI, but I reckon that some lawyers will play it that way, because that is where the money is. 

So you all have a great day, it is still 39 degrees in my living room so I am placing my mattress in the freezer, not sure how, but I need to get some sleep at this point.

Leave a comment

Filed under Finance, IT, Law, Media, Science

Tagged as , , , , , , , , , , , , , ,

December 20, 2025 · 02:18

With media assistance

That is what I see and I might be wrong, but judge for yourself. There is plenty of evidence around. It all started with an article in Forbes (at https://www.forbes.com/sites/zakdoffman/2025/12/18/microsoft-updates-windows-to-stop-users-downloading-google-chrome/) where we were shown ‘Microsoft Updates Windows ‘To Stop Users From Downloading Google Chrome’’ so that doesn’t sound at all ominous. And it kinda reflects the setting I gave over 2 years ago with ‘Are they really?’ (at https://lawlordtobe.com/2023/09/01/are-they-really/) which I gave onboard September 1st 2023. We are now given “Here we go again. “Microsoft is trying a new way to stop users from downloading Google Chrome.” We have seen this before. Just as with Apple, the two tech giants are pushing hard to keep users within their own walled gardens, on Safari and Edge. The latest news comes from Windows Report. “If you open the Chrome download page in Microsoft Edge, you may see a new banner at the top.” Instead of just presenting the usual Edge versus Chrome comparison, “Microsoft now focuses on protection.”” I would be the first to state that the statement is missing and they are actually meaning “Microsoft now focuses on protection of self” and it is a slippery slope. They can find the expert in France to find evidence that the bra size of Kim Kardassian is increasing, but they are not able to get a clear independent view of whatever OpenAI gives us against Gemini 3? Go Figure.

As such Forbes gives us “What’s most interesting is that Microsoft has usually stressed that Edge is built on the same Chromium base as Chrome, with all the benefits of Chrome, only better. “This time, those points are missing. The message stays centered on built-in safety features.”” Og course it is, Microsoft cannot allow for the people to gives them grounds of taking sides in that war, they have far too much riding on out, the revitalization of Clippy is on the line and if people (who are speculatively likely) to select Gemini 3 over OpenAI, the walls of Microsoft come crumbling down. They have trillions riding on this and as I see it (I have zero evidence) is that OpenAI underwhelmed whist Google is riding high, as such they have trillions riding on their bad sense of innovation.

And as I see it, it is really bad when they are repeating some of the settings they had in 2023 when edge was on the line, I reckon together with Xbox and Gemini they now lost for the third time, four times if you count AWS versus Azure. The once so highly Microsoft has now lost against Android, Google Search, Sony, Amazon and now against Gemini. A five times loser of technology. So whilst the media ‘accepts’ “Microsoft now focuses on protection.” The truth is predominantly ugly, the truth is that Microsoft is basically done for. 

And the media can hide behind their timelines when they ‘suddenly’ reveal an independent tester (one that meets with the approval of Microsoft) But it might be too little and too late for the media as well. 

So whilst Microsoft hides behind “Chrome attracts more security threat headlines than any other browser. This year, Cybersecurity News says, “Google addressed a significant wave of actively exploited zero-day vulnerabilities affecting its Chrome browser, patching a total of eight critical flaws that threatened billions of users worldwide.”

All these vulnerabilities were “high severity with CVSS scores averaging 8.5,” with the world’s most popular browser targeted “by sophisticated threat actors, including state-sponsored groups and commercial surveillance vendors.”” And weirdly enough, my Android is flying high using Google, the only threat I had for a while was influencers pushing me against my will towards Edge. As such there might be truth in the last statement, but I think Microsoft is overselling that idea. And as the evidence s shown to us, I really believe I am right all along. So as you might realise that Forbes hides behind their final words “As you see, none of this is clear cut.” I believe it is and it requires a true independent test of Gemini versus OpenAI. But perhaps I am oversimplifying the problem. I apparently tend to do that and it has nothing to do that I have been in IT for over 45 years. So you all have a great day, I finally look forward to some sleep. The temperature has dropped from over 30 degrees to 24 degrees and it is 02:00. And did you catch the one element Microsoft is leaving alone? It is that Apple is less of a threat than Google is, is it the 26 profiles of their Alphabet? I let you decide. I have seen the light and the seas of snores are beckoning me.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , ,

December 18, 2025 · 23:58

The wrong focus

Two messages passed me by today. The first one was given to us by CNBC (at https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2025/12/17/oracle-stock-blue-owl-michigan-data-center.html) with the headline ‘Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center’ and I wonder why the headline wasn’t ‘Blue Owl Capital pulls out of funding $10 billion data center’ with the optional added “the project remains “on schedule” but that Blue Owl was out of funding talks.” And as we see “Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.” And when we see “the plans fell through due to concerns about Oracle’s rising debt levels and extensive artificial intelligence spending, the FT reported, citing people familiar with the matter. This comes as some investors raise red flags about the funding behind the rush to build ever more data centers. The concern is that some hyperscalers are turning to private equity markets rather than funding the buildings themselves, and entering into lease agreements that could prove risky.” I am wondering why the focus is Oracle and not Blue Owl Capital. Even as others give us ‘Blue Owl Capital (OWL) Is Down 7.1% After Liquidity And BDC-Merger Lawsuits Surface – What’s Changed’ (at https://simplywall.st/stocks/us/diversified-financials/nyse-owl/blue-owl-capital/news/blue-owl-capital-owl-is-down-71-after-liquidity-and-bdc-merg/amp) with “Blue Owl Capital has faced multiple securities class action lawsuits alleging that it misled investors about liquidity pressures tied to redemptions and the planned merger of its business development companies, following weaker-than-expected third-quarter 2025 results and contentious merger terms for OBDC II shareholders.” As well as “Beyond the legal claims, the controversy has highlighted how liquidity constraints, redemption limits, and potential valuation “haircuts” inside key private credit vehicles can affect confidence in Blue Owl’s broader fee-based asset management model.” So the setting could be “Oracle dips because Capital Asset Management cannot get their settings right” it is a speculative statement, but it does hold water in light of what we are shown, so why CNBC focusses on Oracle and not on Blue Owl Capital is beyond me. Is it because kicking a true innovator is more sexy than a Capital Asset Management player? I feel slightly protective of real innovators and as far as I can tell Oracle has been a power for innovation for over 45 years (yes I am that old).

So when we see “Blue Owl Capital’s narrative projects $4.2 billion revenue and $5.1 billion earnings by 2028. This requires 17.5% yearly revenue growth and about a $5.0 billion earnings increase from $75.4 million today.” And there is the real culprit, players like Blue Owl need to make money and the entire setting for what they call ‘AI’ will not show revenue for over 2 years and that is what is hampering these players (as I personally see it).

So when we see “The person added that Blue Owl was also concerned that local politics in Michigan would cause construction delays. Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks.” I reckon that Blue Owl will move out of at least one other project, as such some players need to step up and it goes without saying that these ‘money makers’ will see stretch marks in their projected revenue womb and it will be a nasty setting for those that are relying on profit per quarter and that was the setting I foresaw almost a year ago and a setting that will bare scrutiny because there are trillions invested and some makers of money will start to realise that as they aren’t making enough money for their shareholders, they will become nervous and as I see it, Google has the inside track now and those relying on OpenAI and Sam Altman will start to see their revenue falter, it is no longer a one player game and that is before we consider where Huawei is going in all this. 

The second article ‘Amazon Set to Waste $10 Billion on OpenAI’ (at https://247wallst.com/technology-3/2025/12/17/amazon-set-to-waste-10-billion-on-openai/) the question becomes. Is it really wasted? We see the first setting “OpenAI, which until recently has been the leading artificial intelligence (AI) company in the world, has raised money from a long list of investors. Some are venture capitalists who are simply writing checks to get returns. However, another list consists of money or strategic deals with Microsoft, Oracle, Softbank, Nvidia, and, soon, Disney.” This part raises a question “Some are venture capitalists who are simply writing checks to get returns” the question is part of a timeline. When they get the money is another part of this equation and time is  the factor that holds these money loving parties in check, or not as the timeline shifts towards 2028/2029. So as we consider “Bloomberg reports, “OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp.” Amazon is a tiny player in the AI chip business. Nvidia Corp. (NASDAQ: NVDA) dominates, with a market cap of $4.33 trillion, which makes it the most valuable company in the world. Put plainly, the Amazon deal is part of the dangerous “round tripping” that goes on in the industry. One company invests in another. The company that gets the investment uses the money to buy products or services from the investor.” I see something else. Whilst we get that $4.33 trillion is an important part, the larger setting is becoming “Amazon deal is part of the dangerous “round tripping” that goes on in the industry” this implies that “a company selling “an unused asset to another company, while at the same time agreeing to buy back the same or similar assets at about the same price.”” I see it as double dipping, so we have now (apparently ) arrived to the point where the double dipping is greedily seen on 10 billion, whist the invested setting is over 900 times larger. I personally see that as a new venue towards the bottom of the creamy barrel that everyone wants to dip their wallet in, the setting is spend and the money is gone (or at least locked into a set stage of non-revenue) and that is the second setting I see breaking the economic settings apart in 2026, because this will erupt into something a lot less nice long before we reach 2027 and that is close to 2 years ahead of incoming revenue. Do you still think I am boasting? This is not a boast. It is disappointment, because that setting was clear to me almost a year ago when I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) So I saw this coming a mile away and the others were in the dark? I am not that intelligent, I am pretty clever sop these high paid economists should have see this long before me, or were they hoping that THIS time they could outsmart others? Greed is a vicious circle and will only propagate further greed a game without winners and all who play it lose, or they sell others down the river to get their goods. So how did that end in 2008? The movie Inside Job has a few markers, but who ended the game with a full purse tended to be awfully little and they wasted trillions on that idea and now we get a setting more intense and with more money at play all whilst the previous setting is still hurting a lot of people. Now, the impact will be a lot more dangerous with too many people relying on the setting others give whilst not giving them the full story. How does that usually go over?

A stage that could sink America as I see it, but perhaps I am just a radical depressed individual. Have a great day you all. My Friday begins in less than 5 minutes.

Leave a comment

Filed under Finance, IT, Media

Tagged as , , , , , , , , , , , , , , , , ,