Tag Archives: technology

It’s in the air

I saw an ‘article’ and I was momentarily stunned. It was merely a moment, but the headline got me. It gave me ‘Saudi Arabia Air Conditioner Market to Hit Valuation of US$ 5,969.25 Million By 2033 | Astute Analytica’, it was a surprise as Saudi’s have a much better resistance than almost anyone else on the planet. And i’m fine that they prefer a less desert heat feeling. But then I got to wonder about that premise. You see it comes with a ‘sample’ page and for $ 4250/- you get a one seat license. They do hand over a free sample (if you submit your email and phone details, and when did that EVER go well?) You see, now the article is set to a simple sales page. 

And the sales people have a decent grasp of the need. They start the story with:
The air conditioning market in Saudi Arabia stands as a testament to the interplay between climatic necessity and economic prosperity. In a country where temperatures can soar beyond 50°C during summer months, air conditioning transcends luxury to become an indispensable aspect of daily life. This necessity is reflected in the staggering statistic that approximately 75% of the electric load in Saudi Arabia is consumed by air conditioning systems, with air conditioners accounting for about 52% of the total electric energy produced in the country.” There we have the words ‘Staggering statistic’ but there is no underlining evidence. Well there might be if you pay the $ 4250/- or hand over all your details (and I am not THAT stupid). You see, it might have value if they had submitted that report without wanting anything, but that never happens in this world as they see it. And here I found some details “BSI Business Park, Sector-63, Noida UP- 201301 – India” this doesn’t invalidate them, it merely gives voice to their ‘aggressive’ sales technique. Then we get the ‘run-down’. You see they are given their ‘great companies’ in just too small graphics, but it is too small. At some point you see logo’s like Google and the rest? I couldn’t make this out. So what are these ‘experts’? According to searches I did, we see that they “rated 4.7 out of 5 stars on AmbitionBox, based on 7 company reviews”, and a place called AmbitionBox gives us more, these 7 reviews are 7 people in Noida (likely employees), so which people at Google trust them? 

That is merely the start of it. Then we get to “approximately 75% of the electric load in Saudi Arabia is consumed by air conditioning systems, with air conditioners accounting for about 52% of the total electric energy produced in the country” so on what data is that based? Oh, right, for $ 4250 or handing over all your data you get to know that part. Yet I have questions. You see, There is a side that I consider valuable. They give us that America and India are the larger supplier of AC systems, but that is not the side I looked at. The one sentence I looked at. It was “High energy consumption straining the national grid”, it is the one setting that has value to me. There is a need to look at what makes an AC system operate. There is a need to reengineer these systems so that the power consumption goes down by 50% that is the actual challenge. You see there is a need for cold air, not merely cool air. The romans (you know the ancient Italian bunch) did it in reverse for hot houses in two stages, can this be reengineered to keep things cool? I reckon that you need a lot more power to get something from 50 degrees to 20 degrees than you need when you get 50 to 35 degrees in stage one and 35 to 20 degrees in stage two. Now, this might not apply to all houses. But consider malls and apartment buildings they could use that approach. You see 50.60% of the total housing are apartments, that means thousands of apartment buildings. Now consider that they might get free building AC reducing power drains. Then consider that they have 107 malls in Saudi Arabia (according to 2025 counts) and they set the same setting. A few years ago I set the premise for Dubai in a new setting of power distribution. That could apply to malls as well. So downing the power drain seems to be a first requirement. I did this on June 28, 2022. Almost three years ago in the story ‘Will you feel frisky?’ (at https://lawlordtobe.com/2022/06/28/will-you-feel-frisky/). Is it foolproof? No, but it is a large step in the right direction and power consumption will hit the planet on a global setting and I saw Dubai as one of the first places to get hit with requirements. I never tried to sell anything. I am merely trying to contribute to the solution. So take that and add a reduced power drain through air conditioning. Seems that I partially solved the energy drains, and it didn’t require anyone to hand over their details or ask for $ 4,250. You merely had to read the piece and see if you could improve on it, or even implement it, partial or not.

Yet, no matter what the motives of Astute Analytica are, they seemingly handed the world an issue. You see, a salesperson might see opportunity in ‘Valuation of US$ 5,969.25 million by 2033’, yet others will see infrastructure and support jobs by then and others still will see that something needs to be done about power drains by 2033. You can get solutions in more power or you can get solutions into getting better power systems and more power efficient AC solutions. It is up to the instigator to see what is best. The AC supplier wants to sell, but at some point it becomes a redundant setting, especially if power needs are rising. America gave us some numbers late last year when they gave us “Five-year US load growth forecast surges 456%, to 128 GW: Grid Strategies. U.S. electricity demand is forecast to increase 15.8% by 2029”, I wonder what happens when we look at Texas and someone did. A mere two weeks ago we were given “it’s possible that the grid would not have enough power to meet peak demand during the summer and winter seasons starting next year.” As such getting some systems more efficient might be the way to go. And I for one saw an option which was found in ‘cheap’ Slovakian fridges. Considering the two step solutions it might be a way to go, especially in Saudi Arabia and the UAE. Optionally more places as well. But I will leave this to the properly educated civil engineers in the land to see where they can take this idea.

Well I earned my sandwich today. Have a great day.

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To all these sales losers

Yes, it sounds a little vindictive and that is where I am. So to get to this, we need to assess a few things and as always I do assess where I am. To set that stage, we need to see the elements. As I early as February 8th 2021 I have stated “AI does not exist” I did so in ‘Setting sun of reality’ (at https://lawlordtobe.com/2021/02/08/setting-sun-of-reality/)

I have done so several times since and as always I got the ‘feedback’ that I was stupid and that I didn’t understand things. I let it slide over and over again and today the BBC handed me my early Christmas present. They did so in ‘Powerful quantum computers in years not decades, says Microsoft’ (at https://www.bbc.com/news/articles/cj3e3252gj8o) where we find “But experts have told the BBC more data is needed before the significance of the new research – and its effect on quantum computing – can be fully assessed. Jensen Huang – boss of the leading chip firm, Nvidia – said in January he believed “very useful” quantum computing would come in 20 years.” In 20 years? I can happily report I will be dead by then. Yet the underlying setting is also true. If actual AI is depending on a quantum chip and fully explored shallow circuit technology, we can therefor presume that true AI is at least 20 years away. I believe that another setting is needed, but that is not here nor there at this point. 

Don’t get me wrong. What we have now is great, even of a phenomenal nature, but it is not AI. Deeper Machine Learning is becoming more and more groundbreaking. And the setting together with LLM is amazing, it just isn’t AI. Together with the Microsoft setting of ‘in years’ comes nice. In an age that hype settings are required, the need for annual redefinition of something it isn’t will upset massive amount of sales cycles. They will suddenly need to rely on whatever PR is running with marketing setting the tome of what becomes next. A new setting for sales I reckon.

I have some questions on the quote “Microsoft says this timetable can now be sped up because of the “transformative” progress it has made in developing the new chip involving a “topological conductor”, based on a new material it has produced.” My question comes from the presumption that this is untested and unverified. I am not debating that this is possible, but if it was the quote would include (along the lines of) “the data we have now confirms the forward strides we are making” as such the statement is to some degree ‘wishful thinking’ it isn’t set in verifiable rule yet. It seems that Travis Humble agrees with me as we also get “Travis Humble, director of the Quantum Science Center of Oak Ridge National Laboratory in the US, said he agreed Microsoft would now be able to deliver prototypes faster – but warned there remained work to do.” But the underground on this is set to a timeline that gives doubt to the set of Stargate and its $500 billion investment. Consider that the investment is coming over the next 4 years, all whilst ‘interesting’ quantum technology is 20 years away. So what will they do? Invest it again? Seems like a waste of 500 billion. In that case can I have 15 million of that pie? I need my pension investment in Toronto (apartment included). The larger setting of wasteful investment. Does Elon Musk know that there is 500 billion in funds being nearly wasted? 

And the simplest setting (for me) is also overlooked. It is seen in the quote “meaningful, industrial-scale problems in years, not decades”, that implies that there is no real AI at present. And my ego personally sees this as “Game, set and match for Lawrence”, as such all these sales dodo’s with their “You do not know what you are talking about” will suddenly avoid gazes and avoid me whilst they plan their next snappy come back. In the meantime I will leisurely relax whilst I contemplate this victory. It is the second step in my blog, the timeline shows what I wrote and when I wrote it. It could have gone the other way, but my degrees on the technology matter were clearly on my side.

And “Microsoft is approaching the problem differently to most of its rivals.”? Well, that is the benefit of taking another step, optionally innovative step in any technology. Microsoft cannot be wrong all the time and here they seemingly have a winner and that’s fair, they optionally get to win this time. 

In the setting of ego I start the day (at 04:30) decently happy. Time I had a good day too. As such there is nothing to do but to wait another 240 minutes to have breakfast. Better have a walk before then. Have a good or even better, a great day today.

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Just Asking

Today I started to ask questions within me. I have been an outspoken critic on the fact of AI and knowing it doesn’t exist questions came to mind. Question that, as I see it the BBC isn’t asking either. So lets get to this game and let you work out what is real.

Phase One
In phase one we look at AI and the data, you see any deeper machine learning solution (whether you call it AI or not) will depend on data. Now we get that no matter what you call this solution it will require data. Now that Deeper Machine Learning and LLM solutions require data (as well as the fact that the BBC is throwing article after article at us) who verifies the data?

Consider that these solutions have access to all that data, how can any solution (AI or not) distinguish the relevant data? We get the BBC in January give us this quote “That includes both smaller, specialist AI-driven biotech companies, which have sprung up over the past decade, and larger pharmaceutical firms who are either doing the research themselves, or in partnership with smaller firms.” My personal issue is that they all want to taste from the AI pie and there are many big and small companies vying for the same slice. So who verifies the data collected? If any entry in that data sphere requires verification, what stops errors from seeping through? This could be completely unintentional, but it will happen. And any Deeper Machine Learning system cannot inspect itself. It remains a human process. We will be given a whole range of euphemistic settings to dance around that subject, but in short. When that question is asked, the medical presenter is unlikely to have the answer and the IT person might dance around the subject. Only once did I get a clear answer from a Chinese data expert “We made an assumption on the premise of the base line according to the numbers we have had in the past”, which was a decent answer and I didn’t expect that answer making it twice as valuable. There is the trend that people will not know the setting and in the now there is as I see it, a lack of verification. 

Phase Two
Data Entry is a second setting. As the first is the verification of data that is handled, the second question is how was this data entered? It is that setting and not the other way round. You must have verifiable data to get to the data entry part. If you select a million parameters, how can you tell if a parameter is where it needs to be? And then there is a difference between intrinsic and extrinsic data. What is observed and what is measured. Then we get to the stage that (as the most simple setting) that are the Celsius and Fahrenheit numbers correct (is there a C when if should be an F) you might think that it is obvious, but there are settings when that is a definite question mark. Again, nothing intentional, but the question remains. So when we consider that and Deeper Machine Learning comes with a guidance and all this comes from human interactions. There will be questions and weirdly enough I have never seen them or seen anyone ask this (looking way beyond the BBC scope).

Phase Three
This is a highly speculative part. You see environment comes into play here and you might have seen it on a vacation. Whilst the locals enjoy market food, you get a case of the runs. This is due to all kinds of reasons. Some are about water and some about spices. As such the locals are used to the water and spices but you cannot handle either. This is an environmental setting. As such the data needs to be seen with personal medical records and that is a part we often do not see (which makes sense), but in that setting how can any solution make a ‘predicted’ setting when part of that data is missing?

So, merely looking at these three settings. I have questions and before you think I am anti-AI. I am not, it merely doesn’t exist yet and whilst the new Bazooka Joe’s are hiding behind the cloak of AI, consider that all this require human intervention. From Data Entry, to verification and the stage of environmental factors. So do you really think that an Indian system will have the same data triggers as a Swedish one? And consider that I am merely asking questions, questions the BBC and many others aren’t seemingly asking.

So take a moment to let that shift in and consider how many years we are away from verified data and now consider all the claims you see in the news. And this is only the medical field. What other fields have optionally debatable data issues?

Have a great day and when Mr. Robot say all is well, make sure you get a second opinion from a living GP. 

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Time is on my side

That is always the question, that is until you set the records up for public viewing, then it tends to go your way nearly automatically. So even as I gave you all the setting that I was right, there was more. You see, more then two years ago I wrote ‘Girdle your loins’ (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/) and that was AFTER I wrote part of the solution to a few people. I wanted to give it to Google three months before this, two days before they cancelled the Google Stadia. OK, they had that right and whilst leaving billions on the floor they walked away. Amazon (Andy Jessy) had the email less than a week after that and he never got back to me, which is also his right to do. Then whomever it got to (at Kingdom Holding) got the message and they never cared, or saw it as important enough. But now after more then 2 years (more like three years ago) when I saw the shift of sands changing a moment arrived (this morning) when I saw that I was right all along. So whilst people like Tim Cook (Apple) and Satya Nadella (CEO Microsoft who was never invited) are complaining about the harsh options are left with. I say, you left billions on the floor, so stop complaining. I gave that very same ‘warning’ to Sergey Brin, but he at least had a decent excuse when they dropped the Google Stadia.

So what is bringing this about?
Well, this morning when I was reengineering (in my mind) certain CBM64 greats, my mind fell over a message that I never saw coming. You see in 1986 I bought a Commodore 64 game named ChipWits (by EPYX), it was a great program with the option to program a robot with instructions and whilst the programing through icons wasn’t terribly new, on a CBM-64 it was at the very least innovative, as such I loved it.

Now back to today I considered that it was a great way to introduce this and add Machine Learning icons (and optionally LLM icons) to this game and give it a fresh start. So as I was thinking about a few things, I looked up the cover (see above) but what I found was also a reference from the original programmer Doug Sharp, and together with Mark Roth he is making a reboot.

Now this part is important as he probably started this around the time I made mention of this option (in my blog) that some true innovative minds got there all on their own. So Tim Cook and Satya Nadella take notice. This is what ACTUAL innovation looks like they got their on their own and they created the next iteration of gaming. They didn’t have to buy it for $100,000,000,000. They got there on their own $0.02. 

So why is this?
Well, in the first it was about me (it often is) and I foresaw this coming three years ago. In three years what ACTUAL innovation have you seen coming from Microsoft? I created a picture that left the ‘buyer’ with a starting revenue of $5,000,000,000 a year. So that is what. I recognised the field, I set the markers and I seemingly came out on top. The second phase would have been at least a fourfold of the first phase of my solution and If you look at all the great old games, you see that a lot is now coming. My favorite was Elite that on the PS4 is almost a thousand times bigger than the vector images of the CBM64 with a fleet massively bigger with billions of star systems (against the 256 planets on the CBM64) that is true innovation and David Braben deserves all the credits he is due, which is a lot as this was the very first serious game I saw on the then great BBC Microcomputer System, and I didn’t have to sob for long as it come to the Commodore within 2 years after. 

So when my mind went spiraling into reengineering mode, I got the idea three years ago for a bigger stage and I reckon that 10% of over 10,000 games that were published on Commodore 64, Commodore Amiga, Atari 600/800 and Atari ST should make farming for games lucrative. I got to 10% of 10,000 games with 50% reduction for IP protected games left me with 500 stellar choices, the best of a great gaming era and those captains of industry (Brin, Jesse, and Cook) never saw it, as such they left optional billions on the floor. I negated telling Nadella as there is no use in breathing life into a near extinct Dodo. They made their grave of mediocrity on their singular motion, or perhaps multiple motions of failure.

As I mentioned there are still a few options for Kingdom Holding but that is up to them and perhaps they are already pursuing this with Tencent Holdings Ltd. The next new player in the gaming sector soon enough. I reckon that is the moment that Microsoft either abandon its gaming platform or sells it to Tencent (as I personally see it). So that $100,000,000,000 anchor around their neck will be a lot less comfortable than a silk (road) tie.

For me? I doubt there is anything in it at all for me, but as I said, the realization that I was correct all along might help me to feel my other idea’s for a few coins to afford a new retirement plan. And the feeling that I was correct all along is just too satisfying (especially when seen against the Captains of Industry who never seemingly saw it). Even if I never end up with anything. This is a clear win to me. Others will state that it is always like that on the hindsight. They would be wrong, as I documented this and other ideas going be to before 2018, there are records. So there 😛

Have a great day and enjoy the stormy weathers I see happening overhead now (actual rain).

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Who you gonna call?

Well, the answer is simple. It is +1 202-346-1100 (aka Google DC – Massachusetts Ave). As such the Pentagon has a few more techies in service. Yes, we all know that according to the BBC (at https://www.bbc.com/news/articles/cy081nqx2zjo) that they are there for the AI concerns and the setting ‘given’ is “Alphabet has rewritten its guidelines on how it will use AI, dropping a section which previously ruled out applications that were “likely to cause harm”.” And we also heard the ‘other’ side with “Human Rights Watch has criticised the decision, telling the BBC that AI can “complicate accountability” for battlefield decisions that “may have life or death consequences.”” So here comes my question “What will you do about that?” You have done extremely little to the Hamas setting, to the Syrian setting and to the Houthi setting, not to mention acts against Iran, its IRGC, Hamas, PLO, Houthi terrorists, Hezbollah and a few other parties. 

I think it is time for the Human Right Watch to set next to a set of tea grannies and debate ‘normalcies’ with these grannies over tea with a bicky. 

In the mean time people within or outside of Google will face the challenges of the world and as I see it the Pentagon is short on people. So until that gets resolved Google does what it needs to de and create a work sphere that can service its people. Let’s not forget that Amazon, IBM, Meta, Microsoft and a few others are ‘departing’ with thousands of people and placing them outside the workforce. Google adjusted its view to include a set of duties that are extremely unlikely to do harm (there is a 0.0001% chance a person gets executed by messing with the back of a server rack). As such I think that Google has the better mindset. Oh, and before you complain. With all these firms dumping staff on the ‘reduction’ line, they will most likely be out of a job for several years. So good luck with that setting, especially if you are in California. 

And as we are given “In a blog post Google defended the change, arguing that businesses and democratic governments needed to work together on AI that “supports national security”.” We could surmise that there is a small chance that Google will be the go-to guy for Palantir settings, upping the value of Google by a fair bit (and giving Palantir the people the desperately require). There is another side, but that is pure speculation on my side. Google will enable the US Administration to make bigger inroads into exporting this knowhow to Saudi Arabia, UAE, NATO (all over Europe) and a few other places. As such Google will enable American growth. So what have these naggers (HRG’s) achieved?

So whilst they (via BBC) give us “Experts say AI could be widely deployed on the battlefield – though there are fears about its use too, particularly with regard to autonomous weapons systems. “For a global industry leader to abandon red lines it set for itself signals a concerning shift, at a time when we need responsible leadership in AI more than ever,” said Anna Bacciarelli, senior AI researcher at Human Rights Watch.” Consider what ‘red lines’ are. You didn’t hold Apple account for pushing advertisements of gambling to children, You never held parties that are a clear and present danger to any level of account. So it is time to consider the Human Rights Groups for the windbags they actually are. Spreading unease and flaming what they can (which never did them any good) as such Anna Bacciarelli, got here name mentioned one more time and people (specifically Googlers) need to get back to the business at hand before China gets too much of the world in its grasp. I personally don’t care about AI (as it doesn’t exist) but the world is now revolving around Deeper Machine Learning, Advanced Deeper Machine Learning and LLM’s and here Google can impact all kind of business and it is clear that The Pentagon needs that knowledge if it is to keep on standing. And before these grannies start crying foul bicky, consider the line ‘California Wildfires: How exci’s AI Technology is Revolutionising the Fight’ Do you think that this was possible with just public spendings? Do you think that “An estimated 12,000 houses, businesses, schools and other structures have been damaged or destroyed, at least 24 people have died and about 150,000 people were ordered or warned to evacuate.” This will continue? The next setting, which is optionally a year away will remain, he next time the casualties will run into the hundreds. And ‘AI’ will diminish these casualties to approaching zero. That is the other side and only larger settings (like the military) have the processing power to do something about it. So, the social news setting was ‘Amazon, Google, Meta, Microsoft, Apple and Uber haven’t donated anything toward LA fire relief, but Taylor Swift donated $10 million.’ (Source:  Politifact) Which could be true (it was not, as stated by themselves as “Swift’s donations to 10 organizations for wildfire relief efforts.”), but Meta set up systems so that people could stay in touch, set up the markers for people to warn families and friends. I am not sure what they others did, but they did something. Even Microsoft (as I saw a notice) gave ‘Wildfire Risk Predictive Modeling via Historical Climate Data’ You don’t think this was an intern with HWG sympathy did this. This was at least a team busy crunching data and verifying number for days effort. California was the first hit and this will not be enough. Google might become a power for good on several fields. We can’t steal the thunder from Exci who have their abilities, but one player is not enough and this military needs to become multitasking. The Dutch clearly saw this need in the 80’s and 90’s and they reacted. Now Google is setting a new frame pushing new boundaries. Two little fields that Anna Bacciarelli overlooked. How Human Rights was that. Oh, I forgot fires are natural and people have a right to be baked to a crisps BBQ style. 

And in other news, consider the stage that they gave with “battlefield decisions that “may have life or death consequences.”” The Pentagon doesn’t need Google for that, they can do that all by themselves. I reckon that a few more ethical hurdles are added when Google gets entered into that frame. I might be wrong but that is how I see it.

Have a great day and enjoy tea with a bicky as tea grannies and HRG members tend to do.

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And the bubble said ‘Bang’

This is what we usually see, or at times hear as well. Now I am not an AI expert, not even a journeyman in the ways of AI, But the father of AI namely Alan Turing stated the setting of AI. He was that good as he set the foundation of AI in the 50’s, half a century before we were able to get a handle on this. Oh, and in case you forget what he looks like, he has been immortalised on the £50 note.

And as such I feel certain that there is no AI (at present) and now this bubble comes banging on the doors of big-tech as they just lost a trillion dollars in market value. Are you interested in seeing what that looks like? Well see below and scratch the back of your heads.

We start with Business Insider (at https://markets.businessinsider.com/news/stocks/tech-stock-sell-off-deepseek-ai-chatgpt-china-nvidia-chips-2025-1) where we are given ‘DeepSeek tech wipeout erases more than $1 trillion in market cap as AI panic grips Wall Street’ and I find it slightly hilarious as we see “AI panic”, you see, bubbles have that effect on markets. This takes me back to 2012 when the Australian Telstra had no recourse at that point to let the waves of 4G work for them (they had 3.5G at best) so what did they do? They called the product 4G, problem solved. I think they took some damage over time, but they prevented others taking the lead as they were lagging to some extent. Here in this case we are given “US stocks plummeted on Monday as traders fled the tech sector and erased more than $1 trillion in market cap amid panic over a new artificial intelligence app from a Chinese startup.” Now let me be clear, there is no AI. Not in America and not in China. What both do have is Deeper Machine Learning and LLM’s and these parts would in the end be part of a real AI. Just not the primary part (see my earlier works). Why has happened (me being speculative) is that China had an innovative idea of Deeper Machine Learning and package this innovatively with LLM modules so that the end result would be a much more efficient system. The Economic Times (at https://economictimes.indiatimes.com/markets/stocks/news/worlds-richest-people-lose-108-billion-after-deepseek-selloff/articleshow/117615451.cms) gives us ‘World’s richest people lose $108 billion after DeepSeek selloff’ what is more prudent is “DeepSeek’s dark-horse entry into the AI race, which it says cost just $5.6 million to develop, is a challenge to Silicon Valley’s narrative that massive capital spending is essential to developing the strongest models.” So all these ‘vendors’ and especially President Trump who stated “Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies” (source: the Guardian). And with the Stargate investment on the mark for about 500 billion dollars it comes as a lightning strike. I wonder what the world makes of this. In all honesty I do not know what to believe and the setting of DeepSeek the game will change. In the first there are dozens of programers who need to figure out how the cost cutting was possible. Then there is the setting of what DeepSeek can actually do and here is the kicker. DeepSeek is free as such there will be a lot of people digging into that. What I wonder is what data is being collected by Chinese artificial intelligence company Hangzhou DeepSeek Artificial Intelligence Co., Ltd. It would be my take on the matter. When something is too cheap to be true, you better believe that there is a snag on the road making you look precisely in the wrong direction. I admit it is the cynic in me speaking, but the stage that they made a solution for 6 million (not Lee Majors) against ChatGPT coming at 100 million, the difference is just too big and I don’t like the difference. I know I might be all wrong here, but that is the initial intake I take in the matter. 

If it all works out there is a massive change in the so called AI field. A Chinese party basically sunk the American opposition. In other news, there is possibly reason to giggle here. You see, Microsoft Invested Nearly $14 Billion In OpenAI and that was merely months ago and now we see that  someone else did it at 43% of the investment and after all the hassles they had (Xbox) they shouldn’t be spending recklessly I get it, they merely all had that price picture and now we see another Chinese firm playing the super innovator. It is making me giggle. In opposition to this, we see all kind of player (Google, IBM, Meta, Oracle, Palantir) playing a similar game of what some call AI and they have set the bar really high, as such I wonder how they will continue the game if it turns out that DeepSeek really is the ‘bomb’ of Deeper Machine Learning. I reckon there will be a few interesting weeks coming up. 

Have fun, I need to lie still for 6 hours until breakfast (my life sucks).

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And there was more

You see three days ago (merely two days and change) I wrote ‘A story in two parts’ (at https://lawlordtobe.com/2025/01/17/a-story-in-two-parts/) where I laird bare a few of the ‘shortcomings’ of Microsoft. However there was more. I had initially chosen the title ‘The color is blue’ yet I decided that the premise is not about Azure, there is more to it all. You see Fierce Network gives us ‘Google Cloud could overtake Microsoft’s No. 2 cloud position this year’, which sounds nice. However there are a few issues with that. We will all love ““Google Cloud is already nearly equal to Microsoft Azure in revenues, and has a higher revenue growth rate than Microsoft Azure,” Gold wrote in a research note. “By the end of the next four years of revenue growth, we project Google Cloud’s revenues will be 55% greater than Azure at current growth rates.”” The research note gives the proper “Based on the Average of Past Two Years Revenue Growth Rate

Assuming Same Growth Rate Going Forward” so that is good, but it does not despair from “By the end of the next 4 years of revenue growth, we project Google Cloud’s revenues will be 55% greater than Azure at current growth rates.” Yet this setting does not account that someone at Microsoft ‘suddenly’ takes an innovative step towards (who knows), the second setting is that the technology premise stays where it is. Huawei with their HarmonyOS is another factor, the Chinese factor. In this I predict that they might use Microsoft down the line and might step away from Google (speculative). We have little insight in what places like the UAE does and they have a large investment in their approach to AI and in this Microsoft has the inner track there. So I love the premise, but I have thoughts of consideration on how the future unfolds. There is a chance that AWS will clear house, but there are reservations on that front too. 

Still, Azure has issues. You see the Register (at https://www.theregister.com/2025/01/13/azure_m365_outage/) gives us ‘Azure, Microsoft 365 MFA outage locks out users across regions’ with the added “Microsoft’s multi-factor authentication (MFA) for Azure and Microsoft 365 (M365) was offline for four hours during Monday’s busy start for European subscribers.” I understand that it comes with “It’s fixed, mostly, after Europeans had a manic Monday” now I wonder why we see the use of ‘mostly’ there are perhaps a few gaps in the solution and that happens, but how many of these events will Microsoft cater to until a user like Coca Cola gets a tap on the shoulder to start looking for alternatives? Do you think that a man like James Quincey keeps his sense of humor when his bottom line is under fire? And that is only the beginning.

Still Microsoft has its own ‘defense’ knee jerk operation, we are informed of that by Techi where we see (at https://www.techi.com/microsoft-files-suit-against-hundreds-abuse-azure-openai-services/) with the headline ‘Microsoft Files Suit Against Hundreds for Abuse of Azure OpenAI Services’, so not only is their OpenAI ‘flawed’, it is open to abuse (apparently). We are given “API Key Theft and Hacking-as-a-Service”where we see “As per Microsoft, the defendants systematically and through their deceitful acts stole API keys, the fundamental means of authentication to its AI services. The hacked accounts were allegedly pivotal in creating an act of “hacking-as-a-service” One main ingredient for that operation would be De3u, a software that enabled one to convert images synthesized by OpenAI’s DALL-E without the necessity of writing an actual code.” I kinda covered that on September 8th 2024 in ‘Poised to give critique’ (at https://lawlordtobe.com/2024/09/08/poised-to-deliver-critique/). Michael Bargury gave us a small example of how bad things can get.  Here the operational setting is given through “A former security architect demonstrates 15 different ways to break Copilot: “Microsoft is trying, but if we are honest here, we don’t know how to build secure AI applications”” and here is the premise now consider what (under Torts) customers will do, for example Coca Cola. Do you think they go after the so called hacker with not enough money to afford his/her own place or Microsoft with access to several bank vaults? Take the fortune 500 clients with claims of transgressions, do you really think there will be even a penny left in those Microsoft vaults when their legal teams are done with them? It might not be fair on Microsoft, but the setting of the use of the term AI opens up a whole new can of worms.

Then the Business Times (at https://www.businesstimes.com.sg/companies-markets/microsoft-openai-partnership-raises-antitrust-concerns-ftc-says) gives us ‘Microsoft-OpenAI partnership raises antitrust concerns, FTC says’ in this I might actually be a bit on the side of Microsoft. They give us “MICROSOFT’S US$13 billion investment in OpenAI raises concerns that the tech giant could extend its dominance in cloud computing into the nascent artificial intelligence (AI) market, the Federal Trade Commission (FTC) said in a report released on Friday (Jan 17).” My issue here is that there is a setting we had in the past and in countries they created their version of the FTC. It was a power for good then, but there is now the setting that LLM’s and Deeper Machine Learning has grown to a scope that the FTC cannot really fathom. This IT solution goes beyond what they know or understand and all the tech companies face this. So either they grow their ‘programming with barricades’ side of it all, giving tech companies the flaws that the law imbued in whatever country it is based. And that for global companies will set a larger flawed premise. It is like parties are limited to what others have. As such all criminals will come to us with BB-guns, because that is what the police have. Does that sound realistic? I don’t think so. But this also falls straight into the premise that Fierce Networks gave us. It works out fine for Google, until Google gets barricaded I reckon. So this is a setting that the tech firms are set to whatever the wannabe’s can do, that is a direct strangling of commerce and innovation and it sets whomever develop the trigital computer system and if you think that these systems are fast now? The next level system develops with a trinary operating system running on that hardware will astound the world. As I see it should diminish the IBM Deep Blue to a simple calculator. The difference will be THAT much, so who will innovate that when the FTC strangles innovation?

And finally we get the CIO (at https://www.cio.com/article/3802745/microsoft-commits-to-ai-integration-but-delivers-no-particulars-to-differentiate-from-rivals.html) who gives us ‘Microsoft commits to AI integration, but delivers no particulars to differentiate from rivals’ and as I see it, it was already lagging too much against AWS, and now apparently Google is coming up fast and under these settings we get this headline? And the part that matters is given with “Analysts, however, agreed that the statement reflected no meaningful changes to Microsoft’s AI strategy. The bluntest assessment came from Ryan Brunet, a principal research director at the Info-Tech Research Group: “This is classic Microsoft. It’s very much the same old garbage.”” It reminded my towards an old premise from the late 80’s when the PC was exciting and new ‘Garbage in, Garbage out’ in the age when everyone considered themselves a Market Research executive and these wannabe’s had not even mastered the basic needs of data quality. It was a Gender versus Shoe size and they thought that the solution was add the Lambda test (I think it was Lambda). And I get it, Satya Nadella talks his own street side, the problem is that there are too many unknowns at present and he hopes to get all the others onboard before they have thoroughly selected their options and in light of the selected abuses, that setting is not a given, especially as Google seemingly doesn’t have these flaws (as far as I know neither does IBM or whatever AWS wields). 

A setting that was more and could set a lot of people in the liable column of choices. And some of this has been known for at least a quarter. When you add this with part one, you see why I predicted the downfall of Microsoft three years ago. And as I see it Microsoft walked to dotted line in a near perfect manner, too bad they never read the byline ‘this way to the crevice you will not avoid when getting too close’.

It is as some say ‘the way the cookie crumbles’. Darn still 4 hours until breakfast. Time to find a new story. Have a great Monday and if you cannot get into Azure today, feel free to investigate alternatives.

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The new optional premise

We have all heard the Anti-Chimetic (might not be a real word) from America. This is the setting we all face, once a Chinese innovative company becomes too big, it gets b banned from America. Yet, now there might be a new premise set. You see the BBC (at https://www.bbc.com/news/articles/c3e18qylq5do) gives us ‘US Supreme Court upholds TikTok ban law’ with the added “The US Supreme Court has upheld a law that bans TikTok in the US unless its China-based parent company ByteDance sells the platform by this Sunday” They might hand it to Kevin O’Leary (with a co conspirator), and as Kevin O’Leary is all about making Canada the 51st state he is becoming the enemy of every Commonwealthian. We don’t like that option, yet as I see it there is a second options. 

You see, the idea is that ByteDance creates a new hub in the UAE (optionally in Saudi Arabia) and now America has a problem. What will they do? Stop either of these two players? Good luck with the fallout that this brings. 

If ByteDance creates (for example) a second hub in the UAE, for example Abu Dhabi, and set the pre mine that everyone can post there, the UAE becomes the TikTok hub. The second nice part is that all the advertisement revenue goes there too and now we get a new setting, the international viewers get an international audience and in that the UAE will see a nice windfall too. Optionally we will now see Emaar Properties, Nakheel, Meraas, DAMAC and a few others float to the advertisement top. Optionally it opens the doors for Google to ‘promote’ solutions, but that is how commerce goes. It wasn’t enough for America to fill their pockets, now it turns out they are left with an empty shell. And from there new opportunities will grow and the first nail of the America isolation coffin is set. So whilst American ‘Justice’ is now set against the 170 million users it has in the US. These users might find a new breeding ground for growth. And with the 175 million users it has in Europe, the premise will now be set that America can no longer advertise to over 350 million TikTok users and lose the view of millions of users. I reckon (a speculation) that this loss will be seen all over Google (YouTube) as well. An Anti-Chimetic setting that comes with several hooks and a non-American angle in addition. So how good was this? I set this premise to the content that America had never proven that Huawei was an actual danger and should TikTok seek this solution, it also opens the stage for Huawei to get more and more visibility. There is no fairness in this, America should have given evidence (there was none), merely the fear that is was going to be (and successfully proven at present) that America lost to China in innovation. The setting that was simply set as early as 2010 when SIPO granted 814,825 patents, a year-on-year increase of 40.0%. So this is not new, this has been going on for 15 years. All whist certain ‘captains of industry’ relied on the size of whatever viagra increases instead of revenue. Innovation was a mere spin and now that the die is cast and results are to be shown these people cry like little bitches that the market isn’t going their way. Well the market relies on innovation, something the UAE has proven several quarters over the last 5 years with (allegedly) tremendous growth every quarter. We have seen the numbers and we are shown this with Emirates (with a reported growth of 71%), Emaar Properties Dubai (with a 66% growth) and a few others, but the story should be clear. I actually came up with an idea that could have added even more to that revenue and I grant you that Dubai was a good place to test my IP, before it gets grown into London and Toronto. My IP is never actually localised. It is merely a stepping stone to a more global impact. So as I see it the TikTok ban might open a few more doors for me (pure wishful speculation on my side) and in this where is America? And in this the Guardian gives us ‘TikTok says it will ‘go dark’ in US on Sunday unless Biden acts’ a real nasty setting, because the ‘go dark’ setting isn’t the end, but it is the diminished revenue for America in a stage where they are losing a near dozen in revenue settings on the global stage and when this is the start the TikTok people will find a second stage in the EU where one country will become a secondary hug to Abu Dhabi. A second stage of revenue going from America to another place. So how is that for jolly?

And in all this America only needed to supply evidence, not evidence that players like (for example) Microsoft would like to see presented, but evidence that shows that China was an actual danger to innovation, because it is the innovation that counts. And now there is a stage that could open up sales for Huawei to the EU all that from Anti-Chimetic fears. What a lovely web they weave.

Have a lovely day and feel free to explore what innovation the Huawei Watch 5 brings. The first watch that becomes a threat to both Google and Apple all at the same time. One brand to smite both, so how secure are we with what comes? HamonyOS is now striking out to a much larger population and while Apple and Google are at odds with each other, Huawei is setting the stage to strike at both. And this news is a mere 2 hours old.

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In stages

That is where a lot of us are. We are looking at some thingamajig (not to be confused with a doohickey). And as such we evolve our way of thoughts. My initial thoughts in such a direction was a classic. It concerned the Citroen DS, I think it was about 3-5 years ago.

I always loved that car and I got to thinking. What if we switch the engine and add a battery. Suddenly the classics from our youth are blown in new life. It is not an outlandish thought. Todays more and more cars look so alike and are decently ugly, as such we might not like those cars. There is something appealing to drive an optional classical Jaguar, Volvo S80, Austin FX4 (the London taxi edition) and we might have numerous reasons for whatever car we want. I found out last year that someone is actually doing this, so that made me happy. Although they did it on some Mercedes worth millions. I was hoping for a setting cheaper than that. It would breath life into the automobile world. I think that it has a future. 

The second stage in this was that I (sort of) fell in love with a watch. The Versace watch, I am not an outspoken fan of Versace. I have nothing against them, but it was never my brand.

This watch was immaculate. Still I am happy with my Google Watch 2 (even as they are a bit of a dick at this moment). I need the Google Watch for a reason (the pedometer is supported in one case) that is why I need it. But I do use the weather part now as well. I also designed a face that has functionality I need, but I am not a programmer. And as such I am a little stuck. Still there is a point here. You see, plenty of people need their Apple or Google Watch, wouldn’t it be great if there was an option to ‘transplant’ that functionality to a Versace, Breitling or Tudor Watch? You see, we have the watch, but most of the settings are transferable to lets say the strap of the watch. Now consider that it needs to be transferable to the brand strap, with an optional new strap designed for that function. Now we could have the watch we always wanted with optional smart watch functionality. I don’t thing we could transfer everything, but plenty of things are a new option in such watches. Perhaps Google could look into that (in stead of harassing people 4 times a day to activate the backup setting). I think that the new hype will be unison of functions and I reckon that this is what 2026 will bring. I think that the smart watch was a stepping stone. I am not saying it is the end of the Smartwatch, that will continue. I reckon that plenty of people want a new setting and optional in different directions as well.

Consider the vloggers in this world. There are roughly 65 million of them (TikTok and YouTube). Wouldn’t it be great if we could transport the weather icon from the watch directly to your recording? 

It would be great for all these walkabout vloggers and there are millions of those. Optional the time as well (not at the same time). All options that have been out in the open for over two years. So where were Apple and Google with their ‘innovative’ minds? 

And when that door opens I reckon the boffins of these two places will have a larger collection of ideas. The players on the vlog play is also mostly limited. Apart from the Apple and Google devices, where instant adaptability is found, they for the most need to adhere to DJI and GoPro. After that the rest will follow suit (as they say). So what kept them?

That is the food for thought I leave you today. Have a great day.

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Dens, first name Evie

That is the setting where I am. It was the BBC that gave me (at https://www.bbc.com/news/articles/c9q78wn9g8zo) where we see ‘US designates Tencent a Chinese military company’ and my first question is “By what evidence?” You see, we can go back to the European tour by Colin Powell, armed with a silver briefcase where he travelled around Europe like a rockstar and that is how we got into the Iraqi war. They had graphics (probably a powerpoint presentation). Then we got the accusations against Huawei. We never got to see any evidence and as I saw it America was afraid to lose the 5G war and they basically still did. Now we get that Tencent is on route to basically throw Microsoft in the dirt and now they are a military complex? To do what? Unite gamers all over the world? And what evidence do we get? The simplistic line “including gaming and social media giant Tencent” Where is the evidence? Then we are given “The list serves as a warning to American companies and organisations about the risks of doing business with Chinese entities. While inclusion does not mean an immediate ban, it can add pressure on the US Treasury Department to sanction the firms.” Funny, Tencent was offered my gaming solution that would bring them 6 billion a year in phase one, after that the numbers become interesting. You see, Amazon had no interest (they never contacted me) and as such the Amazon Luna seems to be out of consideration, Google placed themself outside the scope as they deleted the Google Stadia and I will not let Microsoft near any of my IP (as I personally see them, they are losers that rely on the gods of mediocrity) which leaves Tencent. As I see it, the first stage would get them a nominal annual revenue of up to 6 billion, which is set to 50,000,000 consoles. After that with up to 200 million consoles the ride becomes exciting. I offered it also to Saudi Arabia and Kingdom Holding as they have larger concerns in this and There is a hidden pleasure in me to see Saudi Arabia end up above Microsoft, they are that irrelevant to me. It would also impact Facebook (Meta) revenue, but I cannot say to what extent (lack of numbers and achievable timeline)

A simple setting I saw 3 years ago and no one seemingly caught on. 

As such we see all kinds of wannabe players, but there is no evidence, at least it is not clearly given. And when we get to “In response to the latest announcement Tencent, which owns the messaging app WeChat, said its inclusion on the list was “clearly a mistake.” “We are not a military company or supplier. Unlike sanctions or export controls, this listing has no impact on our business,” a spokesperson for the company told the BBC.” Some might catch on that America is merely trying to to prevent Microsoft to go several steps closer to bankruptcy. So they are setting (in my personal believe) the status for Europe to shun Chinese firms. Yet the larger setting is that they are merely setting up the shop for Tencent to become close to an Arabic and Asian provider to entertainment. So in 2-3 years when Tencent, TikTok and Huawei grow beyond their borders we will see the scared Europeans go overboard and let them into their areas and as I see it Tencent is on the brink of shutting Microsoft out of a population of close to 3 billion people (Asia, India, Arabian nations, Indonesia and Bangladesh) and as such as they get the people on their side Europe with over half a billion people will be joining them as well. Microsoft might be a 3 trillion company but I reckon that in a year with failure after failure, their vaults and coffers will look rather slim-lined. 

And for the people thinking I am bluffing, well, you are allowed to think that, but consider a small setting. Microsoft lost to Nintendo and Sony and all we get all the junk news like that they are working on a handheld computer. The problem is that Nintendo is already there and Tencent is coming as well (exact time unknown to me). So Microsoft is already in third place and it will get worse from there, because you need people in the end and they are somewhere else and now that they are ‘advocating’ cloud gaming with TV’s we need to realise that this require too much bandwidth, as such that ship is sailing fast towards the abyss of failure (as I personally see it). Then we get their Surface pro and the short and sweet is that it is nowhere as useful as what Apple has. I see that as another failure. You see in the 11 years that contraption was around, it did not push Apple from the winning pedestal. No matter how much they spin the story. And when you consider that gaming and tablet as well as the fact that Blizzard and Bethesda were bought for 75 billion. So how much did they make? Nowhere near that much and Starfield was a bust from the beginning. Billions in the Surface pro and that is not paying off either. So how many failures can they survive? And now Tencent is entering gaming with the option to create serious waves. It is the impact of innovation. As I see it, spin gets you nowhere and now the new spin for players like Microsoft is to let the administration deal with the Chinese and with the return president elect Trump Microsoft is cheering as President elect Trump is anti-Chinese. But the trouble isn’t what they have. It is that over 4 billion do not see America as the centre of the universe. Which gives Tencent an option and when (speculative) Tencent will adhere to the stage of Harmony OS, the setting for Microsoft and Google goes down a mot more. You see HarmonyOS joined iOS and Android on the world stage. Yes, it is a mere third place, but every step they make is one that Apple and Google lose and Google has more problems because of the stupidity of the American legal system. They are just slicing pieces of the revenue pie for Huawei to take a bite from and as Huawei grows Google and Apple will lose some market share. And as Huawei and Tencent connect they will both grow stronger. How strong? That is not easy to say, but the small beginning will endure over time and America pushed for this and now it is too late. As the market changes Huawei and Tencent will robustly grow to some effect. Now we get the ‘accusation’ that Tencent is part of the Chinese military companies, which is formally known as the Section 1260H. And that is a nice game, but the others (pretty much all others) want to see evidence as Europe and the Commonwealth will demand evidence. They are seeing what revenue these two players bring and Microsoft merely brought failure after failure. As I see it innovation talks and failure walks alone and when someone will consider the turncoat metrics of Microsoft trying to get whatever they can as their console and tablet fails to do. As for Azure? It is lagging behind AWS (Amazon) by 50%, so don’t get your hope up. Another failure as I see it. So how much revenue is lost over these three parts only? So as the secretary of the Pentagon is not too busy (Miss E Dens) we would like to see the evidence that Tencent is part of the Chinese military. I don’t say it is not, I merely want to see evidence for a change (we never saw the WMD evidence, or the Huawei evidence), just for argument sake.

Have a great day, my Wednesday started 3000 seconds ago.

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