Tag Archives: technology

July 16, 2026 · 17:37

Casual connection

In the last 24 hours I saw two articles, they might have some casual connection and I leave that up to you to decide. First up we get an article with the staged setting of ‘Why Muslims Will Suffer Most When The AI Bubble Bursts’ (at https://www.islamicfinanceguru.com/articles/ai-bubble-muslim-investors) the first thing going through my mind is that you need to get out before disaster strikes. Get out when the going remains optional, and I would personally phrase this setting that those ‘money diggers’ make claim that you are not a pussy, make sure that he is not tying his benefit to your welfare. Because those who need your money have their own agenda. So as I read “In the late 90s, everyone was piling into internet companies. The stock market was booming, and it felt like free money. Then in 2000, it imploded. Companies worth billions became worthless almost overnight, and an estimated 100 million everyday investors lost a combined $5 trillion. Now people are worried AI could be the next bubble. And if they’re right, Muslim investors could be hit the hardest, even though most of us don’t realize it yet. Here’s why, and what every Muslim investor should be doing right now to prepare.” With additional “Over the past few years, the stock market has been on an absolute tear, and almost all of it has been driven by a handful of companies: the Magnificent Seven, Microsoft, Apple, Nvidia, Amazon, Meta, Alphabet, and Tesla. All making big bets on AI. Share prices going up isn’t itself a problem. What makes people nervous is the valuation. Take Nvidia. It’s now one of the largest companies in the world, and investors are giving it a price-to-earnings ratio of around 50. That means at current earnings, it would take 50 years of profits to earn back what you paid for the stock today. That’s an enormous amount of faith in future growth. That faith might well be justified. These companies are genuinely transforming industries. But history tells us that when the story gets ahead of the fundamentals, eventually something snaps. We’re not saying it will, but it’s worth asking: what’s the most fragile part of this whole thing? What’s the single point of failure? Because there is one.” And there is one that beckons reading (the link is at the beginning) and I agree with him. But the one thing that I take from the rest of that story is ‘acknowledge the concentration risk’ there is a downside of that, when it goes, it goes almost spectacularly (the investors don’t think out is spectacular) but I have other things against this AI setting, because from my point of view all AI is Fake AI. (Read my other works for elaboration, merely go see Google and ask: 

Lawlordtobe + “AI” + “AI bubble”

You should get over a dozen articles bringing this out and it merely my personal setting, but I believe that is an almost pertaining truth in all this that no one wants to acknowledge. When you come to the end of that rainbow, which did not start at a pot of gold and does not end with a pot either, you see why I believe that this is coming to an end (and right quick). Don’t get me wrong, I believe in DML (Deeper Machine Learning) and LLM (Large Language Models) these are strong tools and a lot more will be coming from this. But it al all down to the knowledge of the programmer and it just isn’t AI, not even close. So I did not give the Muslim investor much rope. I am not Muslim and I have never been an investor. Not even close, I am not even an early adopter. So whilst we now see Sam Altman in quotes all over the internet from ‘Sam Altman: ‘It also takes a lot of energy to train a human’ — a staunch defense of the cost of AI training’, so if this was real (read: true) AI, what did he have to defend? Then there is ‘“Thought It Was Satire”: Sam Altman Takes Dig At Anthropic’s New Ad Amid Online Backlash’ where we are told that:

“Anthropic’s latest advertising campaign, “There’s Hope in Hard Questions”, was designed to show that the AI company is willing to confront difficult questions about artificial intelligence and its potential risks. Instead, the ad has sparked widespread criticism online, with many viewers describing its tone as unsettling, creepy and overly bleak.” 

As I see it, some people are starting to crying about the still missing ROI and that is not even getting close to the fold whilst some give us 

“AI Return on Investment (ROI) is highly debated and highly variable. While many companies report time savings and efficiency gains, a large percentage of executives struggle to see direct, bottom-line financial returns due to high infrastructure costs and a lack of proper workflow integration.” 

All whilst the ‘highly variable’ is driven towards a timeline which is (by some) decades away. As such some need to worry when they are given the image of a Cadillac, whilst they are buying an Edsel. This might not be completely accurate, but it is what I see. When the court cases are driven towards that the setting that “DMLA Submission to the US Copyright Office argues against rash “data mining laws.” They state that because a robust licensing market already exists, creators should not be forced to subsidize AI technology by allowing free text-and-data-mining (TDM) exemptions” and when you are at this point, you are likely to lose a massive bundle ofd your investment. All whilst the Tech Policy Press gives us that:

“A dedicated legal database known as the AI on Trial dataset has tracked at least 500 cases globally across 39 countries, encompassing intellectual property, privacy, discrimination, and platform regulation”

Sounds like a good place to keep your investment, because when these cases settle (I’m hopefully hoping for some coins from that equation) you are done with whatever you thought you had. But (there is always a but) there is an optional outcome and it was given to me at (https://maritime-executive.com/article/uae-plans-to-build-a-new-jebel-ali-to-bypass-strait-of-hormuz) by the maritime executive. With the headline ‘UAE Plans to Build a New Jebel Ali to Bypass Strait of Hormuz’ with the setting that UAE had left OPEC, they might be sitting pretty on some coins and that place might need investment. As oil is a commodity that the planet needs, there is every chance that your optional investment goes back from 50 years to up to 5 years with a decent spillage of coins coming your way. So when we read “The Financial Times has added to a number of reports that the UAE is planning to expand its port and freight-handling capacity on its East Coast, accessing the Gulf of Oman and bypassing the Strait of Hormuz. The Financial Times says that DP World is planning not only to build an entirely new port on the Fujairah coast, but also to expand capacity at the existing Fujairah container terminal. It is not clear what coordination arrangements DP World has made with the existing Fujairah terminal, which is operated by the AD Ports Group under the brand name Fujairah Terminals, following the signing of a 35-year concession agreement in 2017 with Fujairah Ports, which in turn is controlled by the Fujairah Al Sharqi Royal Family.” It is my firm believe that these players would accept Muslim investment and that means the setting that you might come out as a winner, because this place outside of the Strait of Hormuz would give the UAE (read: ADNOC) give a larger setting of up to 5,000,000 barrels of oil per day with the small grocery customers like India, Australia, Indonesia, Japan and China. It feel (read: me is not being an investor) like an almost sure thing and that tends to breed opportunity. And whilst we are given “Plans are already afoot to speed the completion of a second crude pipeline to parallel the Habshan–Abu Dhabi Crude Oil Pipeline (ADCOP), doubling capacity from 1.5 to 3 million barrels per day. Fujairah Ports also operates a bulk products terminal at Dibba, on the border with Oman’s Musandam Peninsula, and Dibba has also been slated for development and upgrade.” It might allow the UAE to double that doubled setting, which is personally vision, not fact based analyses. But in this, Muslims investors are likely to see another opportunity, they might move out of that Fake AI setting whilst the leaving is good. But don’t take my word for that, it is a mere view coming from academic and personal vision on IT and a personal view on where I see the world going and I have more than 500 reasons for my views and those 500 reasons are the most likely dampers on your return on investment. #JustSaying

So, have a great day today and I am on route to kill a few Metroids, because those critters are getting out of hand on my Nintendo Switch.

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July 12, 2026 · 13:43

From a deceptive mind

Yup, that’s me. I saw an article and the sneaky mind went to work. All because some words gave me ample reasons to do so. But lets start at the beginning. It all started with a story in the Microsoft Source Australia (at https://news.microsoft.com/source/asia/features/how-commonwealth-bank-and-microsoft-are-reimagining-the-future-of-customer-service/) where we see ‘How Commonwealth Bank and Microsoft are reimagining the future of customer service’ really? Reimagining? I get that Microsoft sees a blanket of opportunity, because as I see it, on a near global scale Technical Support and Customer Care will take dives and the need of clear quality is to be found nearly everywhere. But here is the kink in this cable. There already is a supplier. It is called NICE, an Israeli cloud supplier. I saw several options for Saudi Arabia and the UAE. I wrote about it in the story ‘Dominoes’ on December 4th 2023 (at https://lawlordtobe.com/2023/12/04/dominoes/). I didn’t give the entire setting, but they were here first as such the solution ‘reimagined’ is not seen by me here.

So when I saw “Martin Lindsay had a bold vision to reimagine the Commonwealth Bank of Australia’s contact center architecture using an approach that did not yet exist. As Executive General Manager of Customer Service Direct at the banking group, Lindsay set out to bring together multiple legacy systems supporting voice, messaging and digital interactions into a single, AI-powered omni-channel platform. The goal was to create a more intuitive, conversational experience for customers, while supporting frontline teams with better tools to serve them.” I had to giggle, because that is basically what the NICE CX One platform does and in several other ways. As such is this an attempt to plagiarise an already excellent idea, or are these people making sure that the “The Commonwealth Bank of Australia (CBA) serves approximately 17 million retail, business, and institutional customers across the country, representing nearly two-thirds of the Australian population. Of this total, the bank has over 1 million business customers and 8.3 million digitally active users.” (Source: Oogly Googly Google) fall straight via Microsoft into the Cloud Act capturing settings of the United States of America? Yes, people seem to forget is trivialize that cloud act and someone needs to take a longer look at this. For example an optional pretentious Martin Lindsay who had his ideas close to 5 years after NICE did. Nice started in 1986 as Neptune Intelligence Computer Engineering and that’s evolved into the setting we see now. As such what is the setting of imagination at Microsoft? (optionally at the CBA too). And as I see it, it is an Israeli company, but NiCE is an American technology company specializing in customer relations management software (NiCE CXone), artificial intelligence, and digital and workforce engagement management. OK, as I see it the cloud act is not avoided, but the fact that some (read: Microsoft Source Australia) might want to peer their sugar coated story. So when we get to “The catalyst came in early 2024, when Lindsay partnered with leaders from Microsoft to co‑engineer the solution. The timing was driven by a rapid shift in customer expectations for instant, always-on support, while the bank’s existing virtual chatbot was being wound down.” One might have a Conspiracy Theorist mind (that would be me) seeing that I saw this a year before him, that he had an idea to take the idea from NiCE and give it a swirl and optionally he saw Microsoft as a partner in alleged crime. Alleged, because I have no idea how this went, but as we look at Nice (at www.nice.com) you can see how evolved that idea already is and as such why reinvent the wheel? I have my doubts on this idea. Especially as we can see a massively evolved system, it seems to go even further than when I saw it in 2023 (which makes sense). So as I see that setting I also see “We wanted to work with Microsoft to shape their products and deliver a platform aligned to our future strategy. We knew that meant working with Microsoft as a co-creator in our vision from day one.” But I read it as “We needed a Microsoft tainted solution where I get the credit, the commission and I call Microsoft a ‘co-creator’ so that I can get my coins”, so am I pushing the conspiracy theory setting? I might be, but this is how business is done in this modern age. Because if NiCe was rejected, the story would be “We saw a solution that didn’t match with our vision, so we talked to Microsoft and see if they would help us out” and at this point you see the consultancy solution that NiCE could offer and was rejected for a much bigger bill.

Apart from that there is nothing. As I see it, the world will have a massive Technical support and Customer Care issue from 2027 onwards. As people are fired all over the place they can hire people with a telephone voice and a good setting towards data entry, both are essential in these fields. But what do I know, I have merely be set into the Technical Support world and Customer Care world since 1992. So I know a few things, which is also why I saw the essential needed setting of NiCE. 

The rest of the story was too self adoring for me to adhere to, as people see that Customer Care has a low tolerance for failure, It is essentially humorous to see that Microsoft is clearly not using their own solution. Why? Perhaps Clippy objected? That Is a mere speculation on the matter and even in this case speculations tend to matter, because the idea is seemingly nice and merely seemingly because someone else saw that sight first and as I see it, the CBA never seemingly saw it as they went shopping at Microsoft. But what do I know? 

Have a great day you all, time for some coffee.

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July 10, 2026 · 22:16

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.”

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.”

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

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July 6, 2026 · 12:08

History marks arrived

That is what I see, there are two settings. The first one was not new, it was three weeks old when I saw (at https://www.wired.com/story/a-court-has-ruled-that-google-is-liable-for-false-statements-generated-by-ai-overviews/) ‘A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews’ it is not entirely undeserved, but it also sets Google up for people fleecing them, so some will ‘cater’ to the need of supporting a setting that set Google up for a trap. We cannot see this directly from “Germany has issued a ruling that could reshape the operation of search engines and artificial-intelligence-based chatbots worldwide. The Munich Regional Court preliminarily ruled that Google is liable for a series of false statements generated by its AI Overviews feature, requiring the company to prevent the dissemination of erroneous or inaccurate claims through its search engine.” So, whilst some will cater to the need of false feeing that search engine, we are left with a more than slightly vulnerable Google. Whilst we see (at https://www.rmit.edu.au/about/schools-colleges/media-and-communication/industry/rmit-information-integrity-hub/the-repost/june-2026) ‘Should AI be liable for its mistakes? A German court says yes.’ Where we see “Jeannie Paterson, a law professor and co-director of the Centre for AI and Digital Ethics at the University of Melbourne, said the decision was “potentially very important” and could have ramifications for Australian consumers. The decision hinged on who is responsible for the content of AI search results. The law has traditionally considered social media platforms and search engines to be mere conduits for information, Professor Paterson told The Repost, meaning companies “only become liable if they knowingly participate” in sharing information that proves to be wrong.” I personally believe that Professor Paterson is setting up loaded dice. You see, in the first AI does not yet exist. And the second part is “who is responsible for the content of AI search results”, that answer has two stages. The first is the programmer who ‘created’ the analytical setting of predictive analytics, because that is part of any DML/LLM setting. It is not AI. And that data is also a side, because there is a massive failure of validation and verification. We see it all the time and whilst some are ‘whisking’ it away through ‘hallucinations’ I have seen the Grok side of things on data that I created and it take all without any reference other stories I had written, as such we see a programming failure. And through that the stage of “who is responsible” gets a new life and makes the water pretty murky.

That is what I see. And anyone saying I am wrong can take a long walk of a short pier. As I saw that, another stage was handed to me.

Last week we were given ‘Ford rehires human engineers after AI fails to match quality checks’ (source: BBC), this is not new, I saw this coming a mile away and I present (as pseudo evidence) ‘Is it more than buggy?’ (at https://lawlordtobe.com/2024/01/05/is-it-more-than-buggy/) and I wrote that story in January 2024 (over 2.5 years ago), as such it should count as evidence and I gave the clear settings of “On May 27th 2023 the BBC reported (at https://www.bbc.com/news/world-us-canada-65735769) that Peter LoDuca, the lawyer for the plaintiff got his material from a colleague of his at the same law firm. They relied on ChatGPT to get the brief ready.” Which now intersects with the AFR (at https://www.afr.com/work-and-careers/workplace/ai-use-in-dismissal-claims-borders-on-contempt-of-court-judge-warns-20260705-p60cob) ‘AI use in dismissal claims borders on contempt of court, judge warns’ and considering that this failures car in May 2023 when the BBC reported on this, we see a larger immature failure of other branches as well. You see, that it was tried is OK, and it failed three years ago, as such others should have stopped this as soon as they came aware. These settings all intertwine, because validation and verification is all part of these failures. As I see it, they were never made. I would be in favour of a separate tier of verifying all it produces, and these sources need to be validated. As such “after one claimant’s chatbot cited large swaths of evidence that did not exist, in a case showing the technology bedevilling the workplace umpire is now hitting the courts.” So, evidence that did not exist, where have I seen that before? (Small giggle inserted afterwards). This is why I feel that my services n technical support and customer service will be needed soon enough. When Fake AI fails to this degree. It is one small step for the AI agent to tell the customer “just press the carrier online button on the right side of your device” for this to fail and when that happens a few times, these ai agents will be pushed into the land of the Dodo soon enough. And that (until there is an actual AI) with proper validated and verified data is where that agent remains. You see, it was never rocket science. Some sales person saw the DML/LLM setting and started to call it AI, but Alan Turing had some clear settings on it all and this is not it. I believe in DML/LLM solutions, I saw an amazing application for lost and found in an airport reducing days in optionally less than an hour and there are more, but it is the, not AI, no matter how sweet they mention AI, it is the trap the salespeople set up and now that the class actions are setting in all kinds of field and personally I keep a high note on ‘Unauthorised Training Data’ and ‘AI washing’, whilst an alleged Anthropic settled for $1.5 billion for using pirated books to train its Claude AI model, I see my data transgressed upon and whilst some state that this is $1.5M per work, I was transgressed over 1700 times, as such I should be a billionaire (we can all dream can’t we?) But clearly I am not on that setting yet (to be clear I just confirmed with my wallet and my wallet is moaning due to a lack of green bills of $100. 

All these factors add up and whilst some are already seeing the lack of data, the lack of verification and the lack of validation. There is an overdue stage of properly aligning the settings we should be seeing. And that is why the class actions continue and whilst some will whip them away in settlements. And whilst we wonder why it took so long (over 3 years) for law firms to see that stage, we will see a lot more, because as I see it, the law interns believe that true time savings could be made with any ChatGPT/Claude the reality is slightly different and soon these clients will set up clauses that no AI is to be used and that is the larger failure in all this. So whilst Ford saw their failings in the early age, big software firms  aligning with what they call AI Agentic solutions will soon learn the price of that failure. And this is not just Microsoft, this is likely to effect all large software vendors. As such thousands will be hired once more and some who were pushed out in a slightly disgusting way will seek any other employment, as such these ‘embracers of Fake AI’ as I tend to call them will have a new problem and employment agencies are no longer able to get any, some who used their Agentic solutions from day one. And the fallout is soon spreading all over the world. So as I have seen these markers all over 2025, I see opportunity (for myself) and other technical support people in 2026 and 2027. The question for these firms becomes, did they treat their support people proper, or were they (as the teams goes) ‘dicks in reducing their staff members’ in this I love the quote from Walter Mitty (Ben Stiller) “This thing that you do, Ted, where you come into a place and push people out, you should know those people worked really hard to build this magazine. They believed in the motto. And I get it, you’ve got your marching orders and you have to do what you have to do, but you don’t have to be such a d*ck. Put that on a plaque and hang it at your next job.” And those who loved the part Ted Hendricks (Adam Scott) played in all this, because he was so managemently will now have a much larger problem, because I am still in contact with buddies who did my job 30 years ago and we all talk. So they now are unlikely to find anyone. So whilst they are learning that all AI is Fake AI and they could wait for for 2 decades (for True AI), but their KPI based is not that long, they now have a problem. And the is all before they figured that all data required revalidation, verification and attune it to a newer system, the markets will suddenly experience the bubble setting, that according to SoftBank CEO Masayoshi Son, who called the current artificial intelligence boom a “bubble” is an insult will be forced to do an about turn on that setting, of course those investors will have faced the write off if trillions, so they are unlikely to send Masayoshi Son a Christmas card in 2028, but that is merely my view on the matter. 

What matters is that is that these evangelists and influencers screaming “AI” are about to be found out as the new evil. There is also the groups that properly set the AI field in a DML/LLM setting, and they will be OK. If they had properly prepared their customers and aligned them with what is, I reckon that they will be OK (still a personal view on the matter).

So where are we now?
As the news is giving us more and more failures, more and more about turns from larger companies. We are seeing what could become the implosion of that bubble. The problem is that is will not implode all at once (some are unable to survive that), it is more likely then not to manifest itself as group implosions. Not all at once, but (for example) 10 explosions of 10% and when they are apart enough, some of the larger player will survive. In one setting when these judges consider that this setting was going on from 2023, making the decision that all AI assessed briefs are regarded as “clear contempt of court” we see that it would become a setting of staggered failures and when the time between these events are enough apart, the write off is optionally limited, but that is me just hoping for a reduced heartache. It is unlikely to affect me, but hoping for the worst setting is just uncivil. 

There was actually more, but I am somewhat exhausted and I have written part f all this before, just browse through my blog. I am still in a setting where I want to see who used my blog for scraping and AI washing. I doubt if I will ever find evidence that holds up in court, but with a (massively delusional) $2.55 billion which was 1700 times 1.5M at stake, one might be willing to waste a few hours on this. Anyway time for men to continue a written adventure in Abu Dhabi, time for more there too.

Have a great day. 

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July 2, 2026 · 10:03

Pure Speculation

That needs to be said right from the start. It is  massively speculative, but the mind of greed driven American is essentially easy, their actions can be predicted, no predictive model required. The American corporation LinkedIn had seemingly driven itself in a hard sell. You see, they need data and with this administration they are considering that the bully tactics are seemingly working. You see every Thursday there is a roundup of your data and they have given that allegedly a twist. Apparently all data was lost, wiped or whatever they tend to call it. I reckon that some person there is giving the people the “our faulty AI had a glitch”, but I know that AI does not exist, it is all Deeper Machine Learning with additional LLM combined into predictive modeling.

My speculative version is that they will come with some “We fixed it in out premium setting. You know the first month is free, no cost to you”, but there is a glitch, you need to enter credit card details and that is what they are allegedly after. Data is power and Credit card details give them a lot of verifiable data, non refutable data and Yanks are hungry for data, especially as Europe and the Commonwealth are closing data taps. As I see it, these American corporations are seeing the end of their lifecycle and their existence is the balance, as such they need more verifiable data.

So could I be wrong?
Definitely, but the wiping of your result data can (as I personally see it) only defined by two options and optionally both options. The first one is that LinkedIn has enabled ghosting for some corporations that are ready to pay a premium plus subscription. They look at a person and then they wipe that data of their visit, optionally wiping a little too much, because one entry is hard to hide, but wiping the entire batch of data one account had at least 6 visits in the last week, but the recall only shows one visit and when you look at “Top companies your searchers work at” you get zero results, so that is an option. With 1156 all appearances in the last 7 days (-76%) and 1 search appearance (0%) in the last 7 days , so its own systems are already breaking each other alibi in the process.

I am more for the second setting, They are hungry for financial data and whilst the service is free in the first month, the moment they have these details they can combine and match that data to supermarket data, to retail data and a footprint is created. A predictive model of where the people are headed to. That is financial power, enabling the have’s to the have not people. This is a term from Dutch Journalist Luc Sala who gave us that in the 90s. And now we see that enablement in a much larger proportion. 

So in all I could be wrong and you can decide for yourself. Consider if you re a LinkedIn user if your data was ‘accidentally’ wiped and you left it to the side because you have more important things to worry about. In the end, I have my suspicions but let it be known just of the bat. I have no evidence, merely indicators and it is all pure speculation. But in the trend of freedom of speech I can put it here. I also believe in accountability, so I am giving the clear speculation vibe, because anything else needs evidence and whilst I have some evidence, sit might not be enough to cut the mustard and that needs to be known as well.

So have a great day today and consider that your autumn (November – April) could be spend in WaterWorld (Abu Dhabi) they just got another Guinness World book record in their name, they now have 55 slides and 15 other stages in their park (like the Al Raha River and the Bandit Bomber roller coaster) to name but two. You could make your neighbours jealous by coming back towards Christmas with a nice tan, did I mention that the UAE is a zero tax nation, the best place for getting the gifts at a massive discount.

Until next time.

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June 30, 2026 · 10:28

Ehhh Eye Vee Vee

Yup that is the setting I found myself in, but I need to explain it via a small detour. This is not about that bubble, it is about something that will instigate that bubble and the businesses ad corporations that are in the setting that they are pushed into. As I see it, it benefits me, but about that later. So I saw a few articles pass by, the first one being (at https://www.abc.net.au/news/2026-06-30/ai-boom-big-tech-investment-drain-market-volatility/106857426) where we see ‘Are the wheels falling off the AI investment boom?’, the article is average, but there was one part that stopped me in my tracks. It started with “Huge amounts of investment, trillions of dollars, have been thrown at AI, initially into model development, then semiconductor and cloud computing and now into hard asset build-outs with data centres. They, in turn, require vast amounts of energy and water. And that’s where the newest set of problems begin.

While the race to develop the technology has been a sprint, little thought has been given to the problems and constraints associated with the rollout. Now, suddenly, the brakes are being applied.” With gives us the added “The tech giants funded the early stages of AI development with the vast amounts of cash they were throwing off their existing operations. The more they spent, the more investors loved them. But their vast capital requirements combined with rapidly rising costs have forced them to tap credit markets. Instead of spare cash, they’re now raising debt, which ramps up the risks dramatically. And it’s only likely to increase. Research firm Gartner estimates global AI spending will hit $US2.6 trillion this calendar year, while Goldman Sachs estimates a further $US7.3 trillion will be spent by the end of the decade, much of it on data centres. And that’s the problem, according to Swissquote’s Ipek Ozkardeskaya. “These huge investments are also draining big tech’s free cashflow, obliging companies to take on more debt and putting their valuations under pressure,” she says.” The one takeaway is “more debt and putting their valuations under pressure” so why the rest? Well it is a decent setting of the why things are given to us and that is not merely the stat, the start is in the second article that is related on very different grounds. You see, (at https://www.clinicaltrialvanguard.com/opinion/benchmark-scores-dont-break-clinical-reality-does-the-health-ai-readiness-illusion/) we are given ‘Benchmark Scores Don’t Break. Clinical Reality Does. The Health AI Readiness Illusion.’ They give us the missing part. It is seen in “The January 2024 draft guidance created accountability structures around change management and post-market surveillance. It did not create a standard for pre-deployment adversarial evaluation. The Nature Medicine paper, read alongside the Cisco adversarial benchmark data, is essentially the field publishing a gap analysis that the FDA has not yet written.” So we get the first stage is “more debt and putting their valuations under pressure” and now we add “a gap analysis that the FDA has not yet written”, so before you dismiss this, consider what I have written why I consider all AI Fake AI. The parts that we are seeing is “What has not been written (consider: seen) yet”. You see, I have been involved with technical support and customer care for over a decade, and at the centre of the failures we are about to see is the lack of Validation and Verification. So whist these young upstarts are saying “We’ll correct that on the flip side”, consider how many failures will make you dump the product you have for all time and seek an alternative? These three parts is what makes a product lose nearly all credibility. For me it spells great news. It might not be today (which would be great) but in the very near future, these people who dumped staff will realise that the knowledge of their corporations went out the window, so they will need to train a whole new generation and in technical support you are lucky to get one in three (some say one in five) that embrace the support side of things and now see where the “more debt” parts will make this change expensive beyond believe (for them) and whilst they are looking for a neat gap to hide in, these young upstarts (to give it a name) will figure out that they weren’t told the whole picture and that is where validation and verification will bite all those who ignored it. 

I think that House MD (Hugh Laurie) got close with “Everybody lies”, it isn’t completely correct in this case, it is “Everybody merely thinks in his own lane and disregards whatever is beside them” and that is where debts and their valuation will strangle them like a chain lacking length around their necks wielding a 45000 lbs anchor, Have you tried swimming with that? Believe me, it isn’t a pretty sight for the swimmer (for as long as that person can hold its breath). That part should be clear at this point. So consider all these corporations cutting staff to the bare minimum and continuing on this disastrous setting. This is why I foresaw Microsoft (having a massive amount of products) getting into a larger stage. They are cutting in their Gaming division and in April we were given “Microsoft will offer voluntary retirement to about 7% of workers. The company is also closing about 6,000 open roles” it isn’t that they are ‘humane’ by sending these 6,000 people (or a large chunk of this)  into voluntary retirement, it is that their knowledge was send home and their fake AI is dealing with validation and verification to a larger extend, now consider the copilot issues they have and someone stating that AI was doing their work for 30% (it was Satya Nadella) now consider that over the last few weeks we had all these issue brought to light. So how much credibility is that 30%? It is not 0%, because some parts can be decently done with Deeper Machine Learning (and optional Large Language Models) but when 10% is thrown out of the window and you are bleeding knowledge and your systems are buckling (for lack of a better term) what will be left of your $2,740,000,000,000 capitalization? I reckon that some adjustment is coming quite soon to Microsoft and they are not alone. All who steered this dangerous path will see this coming their way (whether you use copilot or not), so do not think you are safe with Anthropic, ChatGPT or Gemini. The centre piece in all this is Validation and Verification and too many used Reddit to get their numbers up (who checks less than 3% of all data), which implies that 97% is dangerously lacking creditation (is that even a word?). And I saw this coming a mile away. It was easier for me as I speak a multitude of languages and I got my job in 1992 over a misunderstanding. It was for SPSS (Statistical Package for the Social Sciences) they asked me what a Standard Deviation was and I (with some pride) states “It is the difference between true nor and magnetic North altering a few degrees eastward on an annual bases” It is, but that was not what the interviewer meant. Still I got points for original thinking. That is one of the validations missing in everything. Terms are all accepted globally whilst there is a localised exception, that is with the best of validations in place and it goes down from that. I gave an example That Eric Winter (the actor is a god) (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) on July 5th 2023. So how many played a role before they were born? Or when they were still a toddler? That is the verification setting we see slamming the hammer and miss the bell completely and that is Google who messed up. So when they do, what chances to non-data savvy companies have?

And that was all in English, so consider the issues that you have when languages are introduced. I (with giggles) point to a Knolleland (dutch: field of beats) towards the Swedish version where it can be seen as a fuck field (the 18+ version) and that are merely 2 versions. So in all this verification leading to validation is out the window. As I see it, for me with all these years in technical support and customer care will get a few offers in the near future (I can hope can’t I?)

As such I have made my case once again that at present all AI is fake AI and that is before you consider the issues that I illustration (the last time, at https://lawlordtobe.com/2026/06/01/the-new-short-is-coming/) in ‘The new short is coming’, so you wanna hedge your best on me being wrong on that bubble? It would be your money, so I don’t care hat you do, but I am keeping my retirement funds far away from that mess. So you all have a great day. I wish I was in Toronto, its dinner time there and with that the idea of a yummy pizza at Eataly is invading my mind now.

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June 26, 2026 · 07:07

On the lighter side

We all have that at times, the setting of a lighter side. You know the average romcom with sex, a little violence, the setting of blackmail and of course, some piece of software. The average day in the life of an fake AI. So I was ‘rudely’ awakened by news (at https://www.bbc.com/news/articles/cwyklykn5dwo) where we see ‘Anthropic accuses Chinese rival Alibaba of illicitly extracting AI capabilities’. So it made me laugh, b because this comes at the near start of a bubble heading straight for the HQ of Anthropic. Now let me show you what I was having in mind with all this and best I use graphics for that setting.

So we see the application on the left, the data on the right and in the middle we get the setting of that fake AI, you see it has DML and LLM, which I represented as a separate stage, but it could be one big thing, the coding is in the middle and there is interaction between the three like any application would have. So the middle part could be part of the application (it likely is), but for the clarity I wanted to show it like this. Because the picture fits better for the explanation. So the question becomes (the sound of dramatic horns in my mind)

“US artificial intelligence (AI) giant Anthropic has accused Chinese e-commerce and technology firm Alibaba of “brazenly” and “illicitly” extracting its Claude AI model’s capabilities.” How is this possible? I am not saying that it cannot be true, because that requires evidence, but if we see these parts, how blazingly stupid is anthropic to let someone else have a go at this. Beside this, what EXACTLY is “extracting its Claude AI model’s capabilities”? You see, when you see the image, the capabilities are shown in the application and cannot proceed without data (or less likely so), so as we are in the bubble setting this so called move sounds like a joke and with the added “In a letter sent to two members of the US Congress, the San Francisco-based company said operators linked to Alibaba carried out almost 29 million exchanges with Claude using thousands of fraudulent accounts in what it called the largest extraction campaign of its kind.” It seems like there is a massive security lack in all this (that is, if there is a transgression stage). But the setting that we see with “operators linked to Alibaba carried out almost 29 million exchanges” so as I see it, in 2014 we had the Cambridge Analytica scandal, where Facebook got ‘relieved’ of a whole lot of data. Doesn’t anyone learn from that experience, as such we get a repetition of all this? But I hope the story is clear. How was this even possible? As I see it “According to Anthropic, the campaign was carried out through what are known as “distillation attacks”, which extracted answers from a stronger AI model to train a weaker one.” This is a debatable setting (not stating it cannot happen), but the image I ‘created’ shows that a distillation attack requires a lot of information that requires insider knowledge to be successful. 

As such, I am not saying that Alibaba and the 40 fighters for the Palestinian cause is innocent, but I have doubts on the entire setting. I personally see this as a Dutch SNS setting. Where the massive mortgage (the invested dollars in Anthropic) are written of by putting it into a bad bank and letting that bad bank collapse. As such you need to be aware that I could be wrong, it is based on expected behavior and speculative settings, so do not take my word on it, but consider that at present the BBC is spinning you a yarn by presenting the data from others. Just so you know.

So, this is how I got my 05:00 wake up call, thank you BBC. Now it is time to get some coffee and optionally have breakfast afterwards.

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June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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June 22, 2026 · 18:20

Journey with a twist

Several things happened in the last 24 hours. A LinkedIn post set it off. It was about that Palantir was finished, it was a done deal. That stirred a few memories. You see I was introduced to Palantir Government in the late 90s, before it became Palantir Gotham. There was Palantir Finance (I think that this is what now goes for as Palantir Metropolis), but I never saw that. It was a good program and it was powerful. It did not have the bells and whistles that Clementine (now IBM Miner) had, but it was an excellent program and I was looking for my next Customer Service role (I was in a bit of a bad space), so as I had heard of the Palantir events over the year, that post did not make sense to me. So I decided to take a look and find out for myself (I don’t trust anything on social media that I have not personally verified with at least one good source (like a decent newspaper). I found out a lot more than I bargained for. In the first Palantir Technologies Inc is valued at 307.98 billion, this makes sense later on. 

Then I saw ‘Palantir trades into the week as France move puts ai at risk in Europe’ (at https://ts2.tech/en/palantir-trades-into-the-week-as-france-move-puts-ai-at-risk-in-europe/), there we see “Palantir ended June 18 at $128.47, dropping 1.65% for the day but up roughly 0.4% from where it closed on June 12. France’s DGSI is moving to ChapsVision, selecting the company to take over from Palantir as its supplier over several years. Palantir said its current contract is still active.” The French Connection (sorry Popeye) is about to make sense. You see, the rumbling that this White House has embarked on is now showing its rather large nasty feathers. The world is shunning anything from the United States and France sees the setting that and is moving and banking on the French solution called ChapsVision, we are given “ChapsVision is a leading player in the field of artificial intelligence and data processing. With proven technologies that accelerate data acquisition, preparation and processing, ChapsVision supports businesses and government organizations in their digital transformation.” As I see it, it is a (largely) financial solution, and getting up to speed of where Palantir is will take a few years. But France is banking on its ‘local’ solution and with that the European market opens up to France and yes this is likely to be a drain on where Palantir wants to be. So in comes the second story.

This comes from Simply Wall Street (at https://simplywall.st/stocks/us/software/nasdaq-pltr/palantir-technologies/news/palantir-technologies-pltr-stock-could-be-20-overvalued-even) where we see ‘Palantir Technologies (PLTR) Stock Could Be 20% Overvalued Even If Growth Stays Strong’ and here the first red flag comes up, Simply Wall Street does not give a writer, just hide it under the rug (as the expression goes) but there is where the loon try to find stuff, so now we see the initial; value, Which was $308 billion, now we get the other part (which I left out) “Palantir reported a record annual revenue of $4.475 billion for fiscal year 2025. This marked a 56% year-over-year growth compared to their 2024 results, heavily driven by massive domestic adoption of their artificial intelligence platforms.” So when you see this, the 20% overvalued does not make sense. We see what might be coming in 2027/2028, but that is not now and the stages are set to what I personally believe is that someone wants to play a little game called ‘shorting the stock’, if there is enough babbles and bitcoin people, they will overlook what matters and just dump their Palantir stock. Now, be mindful, I am not an economist and I have no economic degrees, but I have three University degrees and a few more ‘accolades’ as I think they are called in data technology and data analyses. I believe that some are thinking that Palantir is a weakling waiting to be plucked and that is not happening on my watch as as I see it, LinkedIn is being used for that and political endings too much. These people are hiding behind “That is what I see and I have a right to speak” that’s fair, but we can expose you as well, so that is the other side of this and Palantir has some of the most powerful software in the world to do just that. I think that Palantir needs to look into the enemies they have. But that is up to them and I wasn’t done yet.

There was more, you see the Guardian gives another side (at https://www.theguardian.com/technology/2026/jun/13/palantir-loses-legal-challenge-to-force-swiss-magazine-to-publish-rejoinders) where we see ‘Palantir loses legal challenge to force Swiss magazine to publish responses’, I feel uneasy on this. I get that Palantir wants to learn “to force a Swiss independent magazine to publish its responses to articles about how the Swiss government rejected its services.” My doubt is that any government can reject services, but they tend to give reasons, isn’t that the case? So when a magazine collects responses, would that not be in the interest of the world to learn the how and why? I agree that this cannot have personalized data, but the entire mess comes across as weird. But the entire setting is what this White House is inflicting on the business end of the businesses of the United States. I saw it coming to some degree, but not to this degree (as I personally see it, the US Administration comes across as absolutely bug-nuts), if you doubt this, consider the simple setting of Measles in the United States, what it was in 2024 and what it is now and that is just for starters. The world is, as they say, fed up with the United States. Should you think I am wrong you could ask that bella bambina Meloni, you can find her at Via dell’Impresa 89, Rome, Italy. Believe me, she has a story for you, it will knock your socks off.

The stage is not her, or what Palantir is facing, but as we see this evolve we see more and more American services being rejected by the EU and Commonwealth to a larger degree. And as I see it, some (like Microsoft) are already running like chickens without a coup in all the offices, because there bonuses are set to keeping the status quo, so the larger bulk of CEO’s are seeing a rather large bump in what they could expect to see diminish.

And for one, Simply Wall Street (yet again) now gives us ‘Palantir Stock And 2 Software Picks With Earnings Growth And Strong Balance Sheets’ (at https://simplywall.st/stocks/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/palantir-stock-and-2-software-picks-with-earnings-growth-and) giving us a second different view. Where we see “Palantir generates about US$2.8b in revenue from Government customers and US$2.5b from Commercial customers, with most of its sales coming from the United States and the rest split between the United Kingdom and other international markets.” As I see it, that sounds more like it and it is about what I have seen and expected, and with the additional “Palantir Technologies has become a focal point for investors looking at real world AI adoption, as its platforms power everything from U.S. defense programs to fast growing U.S. commercial clients. Recent revenue growth of 133% shows how quickly customers are scaling usage. The company combines very high profitability, including a 43.7% net margin and 26.8% return on equity, with a debt free balance sheet and strong cash holdings, which stands out in the software sector. At the same time, the stock trades on rich valuation multiples, insiders have been selling shares and contracts such as the UK NHS data platform face political scrutiny. That mix of quality fundamentals, AI partnerships with groups like Google Cloud and concentrated government exposure creates a story that deserves closer inspection.” At what point does that give credence to the setting that it was 20% overvalued? Perhaps that might be true (I am an economic noob) as gamers would state, but the settings are off. I get that Palantir will face a much harder 2027 and optionally 2028, but ChapsVision isn’t in all the other places yet, this could happen and it will eat away from the pie that is now Palantir, and I for one do not think their excellence in Gotham is easily matched, but give it time and in 2029 it might be a different story, but that is looking too far ahead (I might not even be alive then) and with the way the United States is taking its international responsibilities there is a larger setting that this could happen and there is no way I can type this blog whilst ‘enjoying’ sunshine at 2354 rads. I have medical evidence of that (read: Google Scholar)

So you all have a great day and consider limiting your exposure to LinkedIn, it will become the next hotspot for influencers and BS artists alike. 

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June 13, 2026 · 17:02

A 1,000,000 millions

That is the setting, it seems that mr. Elon Musk is this planets first trillionaire. Good for him. I kinda don’t care either way. I don’t wish him bad, I just don’t care. I have other worries and being a trillionaire will never be one of them. Even with all the IP I have, I never aspired to that. I think that neither did he, but that is just speculative thinking on my side. I say he earned it, no matter how you slice it.

So, we see this poster and several others, even LinkedIn is playing to that tune, but they are a lot sneakier in their ‘assessments’. There is no hatred from me not in the direction of Jeff Bezos either. I have claimed for over 25 years that there is a need for fair taxation. The global governments have made that redundant. They are all ‘applauding’ the ‘Tax the Rich’ movements, all whilst they know that this will never stick. In both cases (and Larry Ellison) they created IP that shifted the world and they collected on their IP, good for them. I try to rely on my IP (with dire hope), but I recognise true innovators when I see them and there have been others too. They changed the world whilst people like Microsoft kept on crying like little bitches. And where is Microsoft now? Google has 90.46%, Bing (Microsoft) has a mere 4.98%. That is the difference between innovators and followers. That oogly googly Sergey Brin (and coconspirators) created the new technology. They earned their place in History and they earned their gold (silver too). 

So when it comes to Elon Musk I was wondering where he was going when he bought Twitter, I wrote and a friend mine wrote as well, because he overpaid 50% for hat he got, we both had found thousands if not millions of fake accounts, but he never replied. He must have known what he was doing. I never talked to him, I reached out once and I had no reason to do so. It was up to him and clearly he knew what he was doing. I had no idea that he could still turn the wheels by overpaying 50% of it all. Still, I saw the wealth that Elon Musk had coming his way. Not what I see now, but over a billion is wealth to me, He now has a thousand times more than that. So, on June 28th 2022 I wrote ‘Will you feel frisky?’ (at https://lawlordtobe.com/2022/06/28/will-you-feel-frisky/) Where another side of his batteries were shown and I saw the issues coming our way, there was going to be an energy crises, it would be nearly global, but the people said I was crazy. And now we see “The most immediate U.S. energy bottleneck is not supply, but grid capacity and generation. Driven by the explosive power demands of AI and data centers, overall U.S. electricity consumption is projected to grow significantly. Balancing rising demand with an aging, bottlenecked electrical grid is the primary energy challenge facing the nation.” I saw this coming in 2022 (long before data centers and fake AI), we are now in 2026 and some sources state that the USA cannot deal with this and in a decade the shortage will hit. It’s possible, but some are ‘doom speakers’ I don’t go that direction. You see Elon has a solution, but as a business man he will sell to the best profit giving sources. And I reckon that he will target his stock towards the Middle East (Qatar/Saudi Arabia/UAE) But I saw this already in 2022, long before the Iranian setting. So I think it will hit sooner and the United States pissing off Canada didn’t help any. So they might not have a lot of time left. I also wrote IP that could help the Tesla Pi phone. You see, it was supposed to be an Android setting and my IP could go through them and then hit Google (android) and Huawei (HarmonyNext) It would set a much larger stage for advertising jewelry to a much larger degree and I like where it was heading. When it hit Monaco, it would hit Nice, Paris, London next, then New York and Los Angeles. From there it would hit a global community. It was a neat trick and some weren’t looking (looking at you now Google). The setting was part of a much larger IP that I designed in part in my story called ‘Bee, Bee, Bee, the Eye Pee’ (November 24th 2024) but on other places as well. (At https://lawlordtobe.com/2024/11/24/bee-bee-bee-the-eye-pee/), so the mobile was merely part of all it, but it was a way to make waves and as far as I know, the jewelry section never made waves. So I was doing good. 

So then came his space (we need more of it) adventure and now he is a trillionaire and I am fine with that. So these social morons coming with Tax the rich are insane. If they had kept their governments under control they would not be in this mess. Consider that Apple made $416 billion in 2025, paying only 15.6%, as such these idiots (there is no other way of putting it) need to consider what fair taxation is, it is not taking the billionaires. Microsoft reported a record annual revenue of $281.7 billion, whilst its Effective Tax Rate (ETR) was 17.6%. So where is there indignation there? No I am fine that the people like Brin, Ellison, Musk and Zuckerberg walk away wit their (M/B/Tr)illions. They innovated the world they created the internet moulds we now rely on. I’m fine with that. I just hope that my IP will bank decently, preferably before I kick that bucket. I think I am due a vacation in Abu Dhabi, Monte Carlo and Toronto but I have had the craziest ideas for the longest of times, so me walking the Rue Grimaldi eating a sorbet might become the next delusion, as such, so is eating a Poutine at five guys on Yonge St, or ice cream at Giovanni L. Gelato in the Yas Mall. I am full of crazy ideas when it comes to food. 

Still, I reckon that we haven’t seen the last of Elon Musk, because when the energy shortages hit, his batteries and subsequent technologies will keep the world afloat by keeping the lights on. That is a pretty certain course of events. And my writings are all over the place (I know because I checked what Gemini had) I think that the others are on the same page, so we think that this is the end, but if I know my innovators, this dude will be innovating until the day he dies and we will be left better and stronger because of that. It is just the way the world works anti never goes the way these socially overly proud morons take it, or the followers they follow. It takes the power of the 4 true innovators and perhaps more, because Apple used to be a true innovator (the time of Jobs) but now they are seemingly walking the presentation path of Microsoft. 

So think what you will, but realise that these anti Musk campaigns is not showing me that Elon Musk is evil. He is what he is and he created enough IP to make a difference, what you need to notice is that the image showed above is empty of identifiers, so who contacted JCDecaux to post that image, because they are unlikely to do anything for free. Didn’t you wonder why there is no identifier on that advertisement?

Have a great day all.

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