Tag Archives: technology

February 14, 2026 · 18:34

The ulterior money maker

That is the setting, but what is true and what is ‘planned’ is another matter. We have several settings, but let me start by giving you two parts before I start ‘presuming’ stuff, so you will be able to keep up. /The first one was the one I got last, but it matters. SBS (at https://www.sbs.com.au/news/article/trumps-america-wants-access-to-australian-biometric-data/ftomgcy5j) gives us ‘Australians’ personal data could soon be accessible by US agencies. Here’s why’ and we are given “Now, reports are emerging that the Australian government may be compelled to share Australians’ biometric data and other information with the US and its agencies, including ICE, as part of a compliance measure to vet travelers entering the country under its Visa Waiver Program (VWP). The Australian government, via the Department of Home Affairs, has so far declined to confirm whether it is currently complying with the demands or has plans to negotiate a data-sharing agreement. That’s despite the US setting a deadline of 31 December for finalising agreements with countries participating in its visa-free travel arrangement, including Australia.” This was nothing new to me, but as it is ‘now’ officially recognised, it adheres to a different field as well. We are further given “The proposed changes to the US’ vetting processes would primarily affect Australians eligible for the ESTA visa waiver program, which allows travelers from 42 countries to visit the US for up to 90 days visa-free, provided they first obtain an electronic travel authorisation.” I personally do not think it will end there, but it is the start that the United States desire, because if the first hurdle is passed, the rest becomes easy and it connects to the second article, even though you might not think that it does. The second article comes from Forbes (at https://www.forbes.com/sites/kateoflahertyuk/2026/02/09/the-new-chatgpt-caricature-trend-comes-with-a-privacy-warning/) with the setting of ‘The New ChatGPT Caricature Trend Comes With A Privacy Warning’ where we see “The ChatGPT caricatures are created by entering a seemingly benign prompt into the AI tool: “Create a caricature of me and my job based on everything you know about me.” The AI caricatures are pretty cool, so it’s easy to see why people are jumping on this viral trend. But to create the caricatures, ChatGPT needs a lot of data about you.” With the added “It means you are handing over a bunch of potentially sensitive data to ChatGPT — all to jump on a viral trend that will soon be forgotten. But that data could potentially be out there forever, at least on the social media platforms you post it on.” 

Source: Forbes

Now consider the new setting and this becomes laughably easy with the 700 platforms being added this year (source: Cleanview) they told us “the United States leads global data center growth with 577+ operating data centers and over 660+ planned or under-construction projects” that is the setting and I have warned people for this setting for over 30 years. Matching and adding data has been possible since the 80’s, but for the longest time we just never had the data technology (like massive hard drives) now we get suppliers like Kioxia with 245TB drives, with 1 petabyte in a few years. But for now you could use 4 of those bad boys and you are already there. Now to the larger setting. Do you think that the USA needs that much data in data centres to regulate the weather? 

It comes to the stage where the Dutch journalist Luc Sala is proven correct. We are headed towards a setting of the “have’s” and the “have not’s” (1988/1989) the market is already there now, the rest is trying to catch up. So we get a world the separates the enablers from the consumers and when we get that, we merely need to define the cut off point of the consumers. This is the world where those who do not consume enough become a liability to that system. He predicted it and now we see the execution towards that point and weirdly enough you are all helping the United States complete that setting, in one hand the government enabling the biometrics collection and in the pother hand the people trying to appease its ‘fanbase’ by handing over whatever they need towards ChatGTP to look cool and no-one considered that these two parts could be combined? This was relatively simple in 1992, now with an evolved Oracle and Snowflake it becomes mere Childs play and the data centres to capture the essence of 8,000,000,000 people is already out there. So where will you end up getting selected under? Because in this setting you do not get to have a choice. It is what governments and their spreadsheets and revenue driving numbers say you are to be. It is basically that simple.

So whilst you think you are doing the fool thing, others can salvage a lot more data out of that setting than places like ChatGPT can vouch for and remember, the Cloud Act 2018 we are told “to improve procedures for both foreign and US investigators to obtain access to vital electronic information held by service providers.” And in this case, anything that helps the US investigators is valid for capture and whatever that is is not precisely defined and whilst we think we are safe, we really are not and every ‘cool’ AI (merely NIP) is based on getting as much data as they can whilst giving you the option to look cool and there is nothing uncool about a caricature of yourself.  The fact that hundreds of these are floating around LinkedIn is reason enough to see that and when the second stage starts (basically American companies selectively poaching) and that is when governments finally realise that they all fell for the trap that was there next to phishing and data transfers and they let it all happen. 

So when you see the SBS article, fear the setting that they give “As well as extensive biometric data, including DNA, the proposal requests that inbound travelers to the US provide five years of social media history, five years of personal and work contact details, extensive personal information on family members, and even the IP address and metadata of any photos uploaded as part of their application. So far, the United Kingdom has signed onto the agreement, and the European Union is in negotiations.” Do you really think that this is needed to keep the United States safe, or is there more in play? The fact that the UK signed it is as I see it stupid beyond believe and this comes from the nation that seemingly holds ‘freedom of speech’ in such high regards.

Have a great day today, because as I see it, some governments are selling you out as you speak.

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February 11, 2026 · 00:31

Out of the blue

So there I was meeting up with my half brother Insomnia. When that rascal comes calling you can pretty much kiss sleep goodbye and it is my turn to be all over the field again. But then out of the blue an idea hit me. You see I have gotten into the habit of looking at (and listening to) Ambience videos. It started around Christmas with Hogwarts Legacy movies. But as I saw more movies my mind started to think. You see most of them are basically graphic DML applications. Don’t get me wrong, there are a fair view of them made by artists who go all in on 3D sculpting, but as I got to think a few things through, I saw a gap where optionally Google Dropped the ball (yet again) and as all Sony TVs have google TV, the idea started to form. 

You see DML can be awesome and in this case it is. And here is the setting:

You start with the setting, giving you space, a house, a spaceship, a space station. From there we get the specifics like Themed (think a game, TV series or a setting like Cyberpunk, Interior, weather and whether this is a light of a dark setting from there we get to the music like music style, rhythm, ambience music and volume. From there we can go back to stage one, or we can select sample so we see the low resolution sample. From there we get the final product and that is the one we safe/Download so we can watch this without using bandwidth. The stage needs optionally one addition to the Sony TV’s and that is a memory slot, optionally we can serve it via the DVD/4K player which has a memory card or your console. This setting is already with the bulk of the people, as such it is a mere adjustment. Google will be able to sell a whole lot of subscriptions (which allows for the download of 4K files, or people can optionally do this in the office (to the bosses I say, I never told your employees this and you aren’t reading this) ;-P

And it goes further, the people who actually design these settings can offer interiors that the people can buy for a few dollars and the good ones will make a decent bundle, some makers like View Escape are already putting them on YouTube, so you can just download those. A setting that allows Google to enrich their options and give more to the people (at a price) and this can be set to a much bigger stage, but the basic is already here and I reckon that the millions of big TV’s are out there (not just Sony) and soon there will be a setting where the TV is not just a screen, it will be art on display and that is something that Google could enable. 

Perhaps the idea is silly, but I do believe that there is a market for this and seeing the amount of Ambiance Video’s already on YouTube, I feel certain that this is a bigger market than anyone is considering. Have a great day, it’s Wednesday now for me.

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February 9, 2026 · 00:43

Repetition to be

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

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

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

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

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

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

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

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

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

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

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

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

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February 8, 2026 · 17:17

Sighting the noose

This is almost a real setting. There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions. France is shifting 500,000 workstations. To open source software, equally schools and public sources are making equal changes. Italy is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. EU (General): Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. We see at present what happens when President Trump switches the internet to OFF and there is more happening and some are ahead by a decent amount. This implies that the bulk of 450,000,000 accounts are switching. Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. Microsoft is doubling down in everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build, when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this braindyain will complicate life a lot more than they are happy with. So as Microsoft is now seeing this nose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? So what happened to that StarGate project? Is that still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

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

But what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and I reckon it is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is in a bind and it is largely their own fault.

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February 7, 2026 · 23:45

Where is the edge?

That was where I was, I had no idea what to write about for the first time in 11 years, but fortunately the BBC helped me out in two occasions. The first one (at https://www.bbc.com/news/articles/crkrkd2xlx6o) gives us ‘YouTube’s $60bn revenue revealed amid paid subscriber push’, which his not surprising. The people who initially turned down that offer must befitting themselves over the head with this. So when we see “The figure, which totals the money generated through advertising on YouTube as well as paid subscriptions, far surpasses streaming rival Netflix’s $45bn revenue. It appears to be the first time Google has individually highlighted its video platform’s yearly revenue since acquiring it in 2006.” I reckon that all these data centres require Google (aka Alphabet) to show that they are doing well in regards to other expenses. So when we see ““YouTube is one of – if not the – most-used of all digital offerings, with over 70% of international consumers using it weekly, and over 50% using it daily,” she told the BBC, citing Midia consumer survey data. Kahlert said the different ways the platform makes money – such as through adverts, or charging a monthly subscription to remove them – means it can “capitalise well” on its large audience.” And I reckon it is a way to thwart Netflix with “Netflix has recently sought to ink deals with content creators, including popular YouTubers, in an effort to boost its own offerings.” I reckon that a company getting 33% more revenue than their competition is a decent way to thwart that setting. But what am I thinking? You see, there is more in play here and I reckon that Google will let us now that as soon as they are ready. Perhaps they might be considering the stage I gave with Augmented Reality in malls. You see, malls need an overhaul and rather quick. The eyes of the consumers are too adjusted to malls and at present one mall is as good as another (with the exception of Harrods and the Dubai Mall I think) but outside of these two, they are nearly all the same and an overhaul is required. I think that there is a new level of revenue coming from that, but what do I know?

I think that the optional damage that Netflix might bring and the Data Centre setting is reason why we now see YouTube revenue and that also brings a decent danger, because stable isn’t sexy and the revenue require an annual boost, but how? That is the setting when you make $60,000,000,000 per year and when you consider that this is $500M per month and when that falls down with an expected quarter not being reached, the game changes and that might have been the reason why Google never gave that number, so either Google is stretched too think with the Data Centres, or Netflix is making headway into YouTube content creator. I don’t know which one and it might be both to some degree. 

What is a given is that Google needs to look into new areas of advertising and digital awareness creation. I gave then (via my blog) more than one solution for over two years, so it is up to them to pick up that ball. Pretty simple, not?

But there is more to consider, you see Nintendo just announced (at https://www.bbc.com/news/articles/ckglk543x3go) that ‘Nintendo Switch becomes gaming giant’s best-selling console in history’ with “The Switch is now the best-selling Nintendo console in history, having surpassed 155 million sales since it launched in 2017.” As such, Nintendo is just short 5 million from the Sony achievement and Sony had 25 years to get here, Nintendo did it in only 8, so it is a given that the Switch will break the PS2. That is not a bad thing for the PS2, it was surpassed by the PS3, PS4 and PS5. It had its day, for me it was more important to see Microsoft fall down to a lousy third place with nowhere near the numbers Nintendo or Sony had to give ad I am still ager to dwindle it down to 4th position, but that requires a few people to move their asses in gear. And with Tencent, the chances are that Microsoft will end up in 5th place. They would be the worthy winner of the wooden spoon (I have a nasty sense of humor).

But this could also drive Googles ‘revenue’, or at least a more global awareness. You see, what I saw as a Sony setting (which they never pushed for) is now up to Google. The option for your Google account to link a secondary account, a gaming account where the gamer decides whether they are openly linked or not. With the secondary account that gives the goods on your gaming settings to an account site and connecting with your friends there so that you have complete communications with them (or not) and show off your achievements in that page and it could connect to all your consoles, so you get a Nintendo account, A Sony account ad a streaming account. (Amazon Luna, Tencent) so now you have your abilities online too, and it is one directional, from the console TOWARDS the account. The same account, but a distinguisher whether it is Nintendo (1), Sony (2), or Streaming (3). And you can set a singular connect (Sony people only see your Sony dealings) and you can add the other accounts to that, with the stage that they are connected over all the devices or not. This gives Google a large benefit towards gaming advertisement and so on. And as Google gets more and more data, the gaming setting becomes more and more important. But it should be left to the gamer if they want that connection open or not. No matter what is done, Google wins and so do the gamers. Because the gamer is central in this. I am weirded out that Google seemingly never considered that, especially as they left billions on the floor with the Google Stadia. But that isn’t really my concern.

What does matter that with the publication of the YouTube revenue, more players will come because they want to capture their grains for greedy purposes. I am considering that like the revenue display, the advertisement revenue and gaming revenue will enable this isn advertisement too much, It is becoming a behemoth of revenue and these ‘princes’ of advertisement (lets call them Mad Men Wannabe’s) are too willing to strike into anything that they can exploit, but that might be merely my distrustful personality. So you all have a great day today. I am melting in the evening with 30 degrees and no relief for me in sight until 06:00.

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February 7, 2026 · 09:59

One topples the other

That is at times the setting. It is basically defined under ‘the cost of doing business’ and at times companies big and small go under from that overset risk. It is of course due to the pussies overhang nations that they made all this ‘tax deductible’ and as such governments and its citizens  pay the price in the end. So as we see seeking Alpha giving us ‘Microsoft: An OpenAI Problem’ (at https://seekingalpha.com/article/4867091-microsoft-an-openai-problem-rating-upgrade) a few settings with in the first place “First, given that 45% of RPO comes from OpenAI, MSFT stock is now a beta around the pessimism that surrounds this startup, especially in the last week”, as well as “the market is throwing the baby out with the bathwater. Microsoft is part of the software infrastructure industry, which is dragging down tech” which all seems to make sense, but in that same setting what does set the matter separate is “I don’t think Microsoft will write down its RPO due to OpenAI not being able to pay in the future, but I’m mindful shares could remain under pressure in the near term” and here I am considering the larger stage of “due to OpenAI not being able to pay in the future”. A setting that too many are overlooking. The ‘AI’ baby of all greed driven entities are not looking at what is holding up this figment value. It lost against Google’s Gemini and I understand and I also herald the setting that a lost battle is not a lost war, but too many are ignoring this fact because they are seemingly going all in and bad news is seemingly being filtered away. And in the second we see Seeking Alpha giving us “I think Microsoft has two main problems right now. One of them is called OpenAI (OPENAI). The sentiment around Sam Altman’s firm is anything but positive, and in this piece, I will discuss the key issue that is pressuring the most important startup in the world. The other factor is the selloff in software. Microsoft is part of the software infrastructure industry, and the risk-off move among investors is way too strong.” And why do I think that?

Because these vultures are feeding Oracle to the wolf wannabe’s and to the turmoil of the greedy driven capitalist waves of whatever floats their boat, whilst Oracle is the one stage that is the most  stable at present. Now that the game is close to up for some, now we see that Microsoft is having a problem all whilst no one is clearly digging into the settings of OpenAI as well as the settings that processors and even energy cycles should be having. These facts are casually thrown aside and there is something massively wrong with the stage we see here.

And as we are given (by Seeking Alpha) that “Aside from one point. RPO was up 110%, totaling over half a trillion dollars ($625B to be precise). While any company would have jumped double digits following this announcement, the fact that 45% of that RPO is attributed to OpenAI makes the quality of the backlog questionable (in my modest view)” because what ROI is OpenAI actually giving its shareholders? Where is the profit? It is not there and it will not be there for at least 5 years (a number voiced by some). As such the equation doesn’t seem to hold, but the investors went all in on this and they are playing some kind of poker (where you increase the investment doubling again and again until the pay off comes, I am not into poker) and that is the problem. So what is RPO here? Remaining Performance Obligation or Recovery Point Objective and in the second question setting, we wonder where that the Remaining Performance at the Recovery Point exactly is? You see, at no point in this article we see ROI (Return on Investment) and why not? Is the story that this is 5 years pending too hard to sell?

So, as I see it, it is 2008 al over again but the impact will be much harder, the economy does not have the resilience to go through that again and the US Administration is throwing a dozen sabot’s in that engine, as such the impact will be a lot harder and I spoke of that almost 6 months ago (not sure where) and as we look into this we see no answers and isn’t that weird? The players who are all about ROI and revenue forgoing that setting? So where are Sam Altman, OpenAI and Return on Investment? Even Bloomberg is telling its readers that ‘Microsoft’s Deal With OpenAI Now Viewed as a Risk, Not Reward’, so where are all these Bloomberg wannabe’s? It seems that the stakeholders are filtering out what some need to know right of the bat and that seems not to be coming (at present). In addition to all this Seeking Alpha gives us “The pressure on margins due to the buildout should have been priced in since October 2023! I think it is pretty much mainstream (ask your cab driver next time, for real) that the hike in depreciation is a natural effect of the AI buildout. However, and this is the main risk to being bullish right now, I don’t think the market is willing to recognize this fact. I think the market wants to see a return on the AI data center buildout, and any deterioration in earnings (both revenue growth and margins) is used as an excuse to head for the exit. This remains the largest risk, as Q3 will see a deterioration in Q3 gross margins (per management guidance).” Personally I see that Microsoft should survive this, but to what extent? I want to be clear here, because I have given an anti-Microsoft view before (they deserved this), but here I am out of my depth because I do not have an economic degree. But the people at Seeking Alpha did (a speculative expectation) and the stage of “pressure on margins due to the buildout should have been priced in since October 2023” is something that we haven’t seen, did we? At least I never did (mainly because I do not care) but the people who did, did they see that?

The entire setting smells like yesterday’s diaper (see: Baby Herman) and no one seems to be catching on that something doesn’t feel right. So will the investors claim foul play when they lose their investment? Will the stakeholders be held against the light? All valid questions and I am certain that no answer will follow by anyone who has the valid jurisprudence title and now that the Federal Reserve is no longer hands of Jerome Powell, it will be anyones guess what comes from that corner.

Have a great day today.

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February 4, 2026 · 19:36

Cracks in the armour

That is at times the stage we see. It is not a stage where the we are concerned of the armour that is in play. It is like any soldier wanting the direct replacement of body armour when it stops a bullet. There is no logic in this. It is like the expectation that a bullet strikes perfectly the first impact. You might be more lucky to get a winning lottery ticket. So when I saw the Financial Times headline (the article is behind a paywall) we would have seen

The headline is ‘alarming’ as the banks seek out new buyers for data centre loans. But as I see it, Oracle has been in the thick of things for over 40 years and the current boss of Oracle is currently worth 250,000 million dollars. He basically is worth more than most board of directors of any bank in the United States. So the setting doesn’t make sense to me. This seemingly happens should Larry Ellison (father of David Ellison, big boss, actor, producer, chairman and CEO of Paramount Skydance) takes an equal disastrous dive. You think that this is ‘boasting’ but the setting that we see here gives us that banks are in a downward spin and the Ellison family is well insulated of the impeding downward spiral. So here we go to the next article and we get ‘Oracle issues public clarification amid reports linking AI push to job cuts’ (at https://sea.peoplemattersglobal.com/news/strategic-hr/oracle-issues-public-clarification-amid-reports-linking-ai-push-to-job-cuts-48277) where we see “In a statement posted on its official X account, Oracle said a widely discussed Nvidia–OpenAI investment proposal had “zero impact” on its financial relationship with OpenAI and insisted it remained “highly confident” in OpenAI’s ability to raise capital and meet its commitments. The clarification followed mounting speculation that Oracle could slash as many as 30,000 jobs to help fund its AI expansion.” I am not taking sides here, but as I see it, at least 5,000 employees could find a job by opening two cloud centres. One in Saudi Arabia and one in the UAE. Techies, Trainers, consultants and that could be an influence of revenue out of those two countries. So when we see “The statement came after a turbulent weekend for companies tied to OpenAI. The Wall Street Journal reported that a proposed $100 billion Nvidia investment in OpenAI had stalled and was never finalised. Nvidia chief executive Jensen Huang later confirmed that the arrangement discussed last year was non-binding and did not proceed. Despite Oracle’s attempt to reassure investors, markets reacted negatively. The company’s shares fell 2.79% to $160.06 shortly after the statement was published, highlighting ongoing concern about the scale of Oracle’s financial exposure to the AI build-out.” I have a speculative arbitrary subjective view of Sam Altman (OpenAI) that he is nothing more than a lousy second hand car dealer with too big an ego. And the setting where they are ‘closing down’ the 100 billion dollar deal sounds alarming and it seems like Oracle is left with the mess of something that is in a downward spin and continues falling downward until it splatters with a sickening thump. And when we get to “Oracle’s debt burden has expanded rapidly. The company has added about $58 billion in debt in recent months, largely to finance new data centre campuses in the US, pushing total debt above $100 billion, according to analysts. Since peaking in September 2025, Oracle’s market capitalisation has fallen sharply, erasing hundreds of billions of dollars in value.” All whilst OpenAI couldn’t exist without the Oracle framework and whilst we are given all kinds of complications but there are two settings no one seems to care about. There are plenty of reasons to have a data centre, but AI doesn’t exist yet and Deeper Machine Learning (DML) and Large Language Models (LLM) do exist and they are close to magnificent, the issue is that everyone is going with the AI setting and this AI just cannot do what AI needs to be able to do and whilst we see some excellent ideas, as I see it it doesn’t give the structural settings of an additional 770 data centres are in the making and the resources that are required are rising to the spotlight and people are unhappy with it all. All this is making OpenAI (Sam Altman) rather uneasy and whilst some are shutting down $100 billion deals whilst shouting that the processors aren’t good enough and whilst Google Gemini is outperforming whatever OpenAI has and now the banks are getting jittery and the pressure gets onto the house of Oracle. I can call it that because the Pythia of Delphi gave me permission herself. So now that the bottom of the well is showing the banks go medieval on whatever they can and they try to go out from under their arrangement. Sounds like the setting banks had in 2008, doesn’t it?

But to feed an excellent software firm to the wolves to keep safe is not the good setting. As I see it Oracle will come up from all this, whilst they will stop working with certain banks as I see it. And those banks will cry like little bitches stating that it was just business (a speculative view I am holding). And all whilst I wasn’t stating anything new. This was out in the open for over 2 years. As such the banks and the media have a few thing to explain to the people and they aren’t in the mod for what some will call BS.

Have a great day today, don’t forget to have some Ice Coffee if you are in a 30 degrees plus environment (like me) and feel free to ask the media all kinds of nasty questions. 

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February 3, 2026 · 10:07

Excuse towards failure

It is an old expression and I didn’t expect to hear this again, but there you have it. To give reference. In the 90’s sales teams were all about the ‘pipeline’ and making ‘quota’ but at times the bosses of these sales teams didn’t have the right glasses on and they would overcompensate in many ways making life close to impossible for the sales teams. Now we get CEO’s and other ‘things’ needing to do the same thing towards shareholders and that is where the story starts. Reuters gives us ‘OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say’ and we see (at https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/) that the setting is pretty much what I expect. As we are given “OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating the relationship between the two highest-profile players in the AI boom.” As I see it, Sam Altman and his OpenAI aren’t making things happen and to thwart things as much the blame game comes into play. He has no other option, he is the top of the mountain and that means that he is subject to shareholders and the story “the chips aren’t cutting it” is as good as it gets for him. I reckon that the “sought alternatives since last year” excuse is about gaining time. But take a look at what Nvidia achieved. 

So, where are the shortcomings? Are the expectations of Same Altman realistic? And who are the 8 sources that Reuters is referring to? So when September came, some were given “Nvidia said it intended to pour as much as $100 billion into OpenAI as part of a deal that gave the chipmaker a stake in the startup and gave OpenAI the cash it needed to buy the advanced chips.

The deal had been expected to close within weeks, Reuters reported. Instead, negotiations have dragged on for months. During that time, OpenAI has struck deals with AMD and others for GPUs built to rival Nvidia’s. But its shifting product road map also has changed the kind of computational resources it requires and bogged down talks with Nvidia, a person familiar with the matter said.” This now gives pause to consider if it is merely the hardware, or the slice that OpenAI gets from it all and why go for the inferior AMD chip? Because if OpenAI claims that it is superior or even equal to Nvidia, the press better get that lowdown, because as far as I can tell there is no western equals to Nvidia (optionally the Huawei chip, but that is an assumption by me, myself and I). 

So when we get “On Saturday, Nvidia CEO Jensen Huang brushed off a report of tension with OpenAI, saying the idea was “nonsense” and that Nvidia planned a huge investment in OpenAI.

“Customers continue to choose NVIDIA for inference because we deliver the best performance and total cost of ownership at scale,” Nvidia said in a statement. A spokesperson for OpenAI in a separate statement said the company relies on Nvidia to power the vast majority of its inference fleet and that Nvidia delivers the best performance per dollar for inference” the simple setting is even that OpenAI Marketing is not one of those 8 sources. As such, if we cannot get clear information, could someone please alert these shareholders that OpenAI is making an optional training run with their money? 

As I personally see it, Sam Altman is coming up short for meeting expectations, especially as he is  trying to catch up with Google’s Gemini. I reckon that this will give him nightmares too. But overall the setting is one I expected to come, because in the end AI doesn’t yet exist and now that 100% of that hardware vendors are intentionally wrongfully label their chips AI (they’ll call it ‘Alternative  Intelligence’ at some point) and that is when the class cases will plaster every courthouse from Alberta to Zurich and I reckon it will not take that much longer, especially when the excuse that the chips aren’t good enough are coming out. I might have believed them if it was the Adler chip (a 80186 joke), but it is Nvidia, the hardware darling of the IT world.

As such my skepticism overtakes my feeling of fairness and openminded justice (that being said, justice is almost never openminded) but do not take my word on this, ask the OpenAI program with all that AI in play. 

So time for some ZZZZZZ’s, you all have a great day. I am ready to snore mine away.

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January 30, 2026 · 19:57

Filters

If life is filtering, we are thrown between conspiracy theories and perceived loyalty information. Then there are the setting of media influencer and media de influencing. We are thrown in these 4 battles and the media is part of at least two of them, almost all time. And there is no going back. Yes, this is highly speculative but there is an underlying consideration to that. I am forgoing the first two for now (even as my view might be seen as ‘evidence’ of the first view. 

When we go for the second two there is ‘new’ evidence. I have said over the last 5 years that nothing gets printed by the media unless it has approval of the shareholders, the stake holders and the advertisers. That is how the media tends to work and then there is a new layer that works for some of the media. Flames are published at the bequest of the designers (or the editors) through which the digital dollar elopers work. Flames get people riled up, they respond to flames more eagerly and that results in clicks, hence digital dollars. As such the media has lost their point of neutral view and left us with the view that captures their clicks. This is not only detrimental to the truthful view (aka the news they bring) but it also gives us their wanted view, their ‘click-ability’ as views go. 

So the new ‘evidence’ is seen in a few ways. There is Forbes who gives us “Over the past decade, Oracle stock has emerged as a premier capital-return engine, distributing a remarkable $158 billion to shareholders—the 9th highest total in corporate history. This payout is composed of $35 billion in dividends and a massive $123 billion in share buybacks, representing roughly 31.5% of the company’s current market capitalization. Separately, earnings and revenues beat expectations, but the stock went down? Supported by resilient cash flows from its shift to cloud-based infrastructure and database services, Oracle’s strategy emphasizes enhancing earnings per share through aggressive stock repurchases. While it trails leaders like Apple ($847 billion) and Microsoft ($368 billion) in sheer volume, Oracle’s consistent return of capital highlights a mature balance between funding its high-growth cloud and AI initiatives and rewarding its long-term investor base with reliable financial yields.” Forbes gives us this news (at https://www.forbes.com/sites/greatspeculations/2026/01/29/how-oracle-stock-returned-158b-to-shareholders/) and could be seen as ‘news’, some will see it that way (including me) but what caused this all? Was it a mere setting that players like the Motley Fool (at https://www.fool.com/investing/2026/01/29/why-oracle-stock-slumped-on-thursday/) who gives us ‘Why Oracle Stock Slumped on Thursday’ with the subtext “There was no company-specific news to explain the enterprise database and artificial intelligence (AI) specialist’s decline. However, a cloud competitor posted results that investors found wanting. Oracle released the results that were greeted with a similar, chilly reception. Revenue of $16.1 billion grew 14% year over year, while adjusted EPS of $2.26 jumped 54%. Its remaining performance obligation (RPO) jumped 438% to $523 billion, highlighting Oracle’s vast backlog.” It could be seen as news and perhaps it merely is. There is however a new power in play and I cannot see the full form because the bulk of the media is hovering away from visibility and they no longer have trustworthiness. I believe that a new power is rising to undo what corporations are doing, I merely believe that it works at the bequest of some governments to either short sell whatever these companies have or represent, or to gain through short selling. I know it is merely speculation but this is my belief. Now there are ‘hairy’ investment settings and they are on Microsoft, Amazon and Oracle to some degree, but there is another force at work here and I cannot see the complete stage, merely shadows and shims of it, the media has become too unreliable and they want to cut back on the value of these three participant (optionally more participants). I know I have spoken out against AI on numerous occasions, but now we get certain parties illuminating the parts the required no illumination and I don’t think it is by accident.

What Gives?
SO, am I the conspiracy theorist, or the perceived loyalty information giver? I could be the second part (the first one too). I almost blindly belief in the good of Oracle, so the second is an option and it is perceived as I do not work for Oracle, as such I am not in the know. Oracle has been a force for good for over 30 years, as such the faith in Oracle is almost blindly, is that a correct setting to take?

I know that Oracle is in the deep with all these data centres, but are then all owned by Oracle? Are certain governmental parties driving the price down so they can cut costs? As per now Major hyperscalers (Alphabet, Amazon, Microsoft, Meta) are expected to invest approximately $400 billion in 2026 alone to meet this demand. In the U.S. specifically, nearly 3,000 new data centers are planned or under construction, adding to over 4,000 already operational. 3,000 planned per 2026 as such Oracle stock should be going through the roof (Alpha, Amazon and Microsoft wouldn’t be doing so badly either), but that is not what we are seeing. And I have to wonder why. There are of-course energy issues, but Oracle is providing the technology. So how many data centres are owned by oracle? The image does not compute (as the term goes) and the image is not being given to us clearly by the media and that gives us the two second filters. So isn’t anyone wondering what is in play here? Most will not care either way and for the most neither do I, but in the current political situation where the United States does what it damn well likes regardless of all other voices now gives us a new setting, the transference of powers to a new wielder and neither of them likes the power the current 4 biotech are wielding and they might have gotten away with it if they left Oracle alone, that gave me the lights and some might say they are merely pretty Christmas lights, they are a little out of time, but I am seeing dashboard warning lights and not the good kind. As such is it me (it could be) or is there more to this all?

That is now the question and as such as the weekend is starting for me and Vancouver has to go through today, find your way to coffee because there is never a bad time to have a cup of that.

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January 29, 2026 · 05:07

A comedian makes a funny

That is every now and then the question, the actor, the comedian (which is weird as the original Heimdall had zero sense of humor) flexed his funny muscle when he used his own wax figurine to unlock his own phone. 

I saw the news last night and it didn’t hit me then, but 1-2 hours later something occurred to me, if that is possible, something else becomes possible too. As I couldn’t find the story anymore, I found this story (which is basically the same, at https://www.mandatory.com/news/1705735-idris-elba-wax-figure-unlock-his-phone) and when I reread it, just to make sure that I was on the right track, the other thought perturbed my brain. You see, when that works, the altered setting of projecting a high res photo (over 30MP) projected against a styrofoam head (to give it proper 3D settings) might work as well. 

As such those ‘relying’ on FaceID optionally get a new problem, because the world at large is overly happy with all the selfies they are making. 

So I got to thinking, should the next camera be equipped with an additional infrared or ultraviolet setting, the premise changes, because either of those will not be transmitted and should the system use the two images (infrared might be better) combined with a normal picture, we get a setting of non repudiation, a setting I applaud and I think we should rely on, as such FaceID becomes more secure and an optional setting towards non repudiation.

As such the makers of phones (Granny Smith and Google) as well as other phone makers might want to consider this step to secure their safety features. I reckon that Google might be the first to take this step and optionally the Pixel 12 might be the first one to hold this setting. The Pixel 11 is already in pre production, as such it might be too late to set that alteration in motion and lets face it, it is not an issue yet and lets face it as it stands, the members who need this feature have other ways to get this done and by the time this trickles down a year would have passed. 

So as someone in a ver funny way used his own wax figuring to unlock his phone, as such there are only 11,500 in ‘peril’ from getting their phone unlocked, whilst my styrofoam solution brings ‘unease’ to the 2,500,000 origanised crime bosses globally and as Salvatore Maranzano passed away before the smartphone, because of a novelty item, his secrets are still safe. But the need for non repudiation might once again have been pushed to the forefront of the brain of whomever needs this, so that’s good.

Well, that was fun. Got to use the noggin to create another piece of IP and the world might be better for it. And for me a story emerged a few hours ago that has me puzzled. You see, some in the American Administration as saying their economy is doing good (I think someone used the expression ‘robust’) which I think is not that sincere, but then again a block of iron is ‘robust’ when facing a piece of carton, but there is a difference between iron and steel and that difference when we see that one is $106.03 and the other is $951.00, so we have some fluctuation here and that is at the core of my puzzlement. You see, the news I saw gives us “The pound to dollar exchange rate has cracked into the 1.38’s in midweek trade following a remarkable 1.20% daily gain.” And as far as I know, the UK economy isn’t doing great as such how did this happen? Is the US economy in a lot more problems than the US stakeholders are allowing for the media to be released? Your guess is as good as mine as I have less knowledge of this than Heimdall has on humor. But there is something afoot and even if I did like the setting that I am correct yet another time, the impact of a stalling American economy due to the $38,665,000,000,000 debt they are having and as that debt is over 200 billion more than in the last two weeks, as I personally see it time might be running out for America. But that is a story for another day. At present I am gloating for my IP towards a solution for non repudiation and that is enough for now.

Almost time for my morning routine (coffee and breakfast) so you all have a great day.

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