Tag Archives: Tencent

September 13, 2024 · 05:31

As the walls start to crumble

Yes, this is a little speculative, but the story is not. I just learned of the BBC story that they released 4 hours ago, 17 hours after I wrote the previous story. The BBC article (at https://www.bbc.com/news/articles/cq82852kkz8o) is giving us ‘Microsoft lays off more gaming staff in new cuts’ with the subtext “It laid off 1,900 staff in January and, in May, closed four studios bought before its purchase of Call of Duty maker Activision-Blizzard”, as well as “He said the decision to cut more jobs – about 3% of its gaming staff – was made “as part of aligning our post-acquisition team structure” and organising the business “for long-term success””. The ‘he’ in this story is Phil Spencer, and that long-term success? As I personally see it Microsoft will implode within the next 30 month, so that long term is relatively short (as I see it). And as for the layoffs being towards post-acquisition team structure. That might be the intention, yet the issue remains that the interest alone on a $69,000,000,000 purchase should be no less then 4.5 billion dollars and the gaming stage brought Microsoft (according to several sources) no more than 2 billion dollars. As such Microsoft is coming up short around 50% of the interest alone and that is before we factor in what more is needed to take care of the principle. And as Microsoft is dealing with all kind of fines and several angry people suing for what they think they are due, the numbers will not come up nice, more like tainted and covered in blood covered red. We then get “Xbox boss Mr Spencer told gaming website IGN he was expected to run a “sustainable” gaming business and show growth during a June interview”, so what does this Spencer person think what ‘sustainable’ means? In my book it means able to be maintained at a certain level, and how does that work when you lay off over 2000 people? Support? Managers? One gives relief to hardship and buggy environment to the customers (something that Microsoft is intimate familiar with) and the managers are often the creative part of the company and they have had the ears of their staff. Now these fired people could optionally use my freebees and create these games on NON-Microsoft systems. Giving Microsoft even more hardship. A game that makes perfect sense in the business mind of Microsoft, but gaming is mostly art and that is a setting that they seem to misunderstand. I like it when the unworthy give me resources and tools that can be used against them. Karma tends to be a bitch. The quote we see is “In its latest finance report Microsoft said its gaming revenues had increased, mostly due to its ownership of Activision-Blizzard, which also produces World of Warcraft, Diablo and Overwatch” what we do not see are the issues that Diablo 4 still has (on whatever system). It might have been the big cash cow (over $666M in the first 5 days) but what did it cost to develop Diablo 4? It took 6 years, that is nearly all we know about it and Microsoft is really happy to hide a lot of numbers and merely focus on the good stories which is to be expected, but as we now see that thousands have been cast out, there is every chance that these people could become their worst competitor and not in a good way. Another setting is seen (at https://www.inverse.com/gaming/xbox-enotria-delay-microsoft-ps5) where inverse tells us ‘Enotria Is Just the Latest Game to Hit A Mysterious Snag With Its Xbox Launch’ with the byline “Something’s amiss at Microsoft”, I think that it is a lot more. How is it possible that Phil Spencer can smilingly visit the board of directors as we are given things like “it was canceling the Xbox release of HAAK. According to the developer, it spent over 14 months attempting to register the game for release on Xbox, when it estimated it needed only about two weeks of porting work. However, bugs in Microsoft’s Partner Center and Support site prevented it from applying”, as such I wonder, when a we see registration issues and bugs. What is Microsoft doing, or better asked, not doing? 14 months? There seems to be an increasing issue with transparency and in gaming it is damaging, as such what is Microsoft doing? I see it as a setting where the walls come crumbling, but what if I am wrong? What if Microsoft has a more insidious plan? I have no idea what it is and I have no clue what they are doing but there is a setting where Microsoft is all about all games online and in the cloud. So what happens when gamers are all controlled from a singular place? I have no idea what is going on, it was a mere speculation, but the increasing amount of issues (including bugs all over the place) does not fill me with comfort. Consider this and wonder why they were willing to pay 69 billion, all whilst there is a lack of revenue. There is more going on and I think it is becoming more and more imperative to create games on OTHER systems and bleed Microsoft dry. The other part is that the (speculated) intentional lack of clarity in regards to the numbers we see reports of 160% year on year growth, but with gaming it is merely based on the next game and so far quality has been lacking. The failures that Redfall brought, the lack of issues in Starfield is one side, the lacking sales of the Xbox is the other part. When you see the list of issues we must understand that there are plenty of intelligent people at Microsoft, so what is this about? We can wait to find out, or we can create a wave of excellent games and give the gamers an option to select the Amazon Luna, the Sony PS5 (PS4 too), the Nintendo Switch or the Tencent Handheld as their new home. At this point China becomes a contender in the gaming industry. That should be a hard sell to the US government, would it not be? As such I set the gaming IP I designed as Freebee to non-Microsoft systems. I might not know what Microsoft is up to, but I do know that they are greed/revenue driven, and as such I know what would hurt them and should Kingdom Holding accept my offer the hardship of Microsoft merely increases. A nice way to end my career, by partially saving the gaming world (a bit presumptuous perhaps). Microsoft should never have done what they did, they wanted to become absolute ruler and that didn’t sit well with me, a such I created IP and stories for game developers. The one rule was, ‘not for Microsoft systems’. Making the ideas public domain made the most sense to me. Or as Frank Herbert wrote in 1965 ‘He who destroys a thing, controls a thing’ as such I went to work. Now I believe that the BBC is merely handing me a partial confirmation (as I see it) that I was right all along. When the staff leaves it becomes a problem. 

Oh and as this becomes a new reality, China gets a real chance to pick up hundreds of people with a good grasp of gaming. That is merely my point of view and I could be wrong. 

Have a great day, the day before the weekend. 

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August 6, 2024 · 12:12

The loser iteration

Two days ago I wrote (at https://lawlordtobe.com/2024/08/04/the-judge-shouldnt/) with the headline ‘The judge shouldn’t’, it was part speculative and part what I see (again through my eyes it could be regarded as speculative). Today a mere 4 hours ago we get through the BBC (at https://www.bbc.com/news/articles/c0k44x6mge3o) ‘Google’s online search monopoly is illegal, US judge rules’. We are also given “Google was sued by the US Department of Justice in 2020 over its control of about 90% of the online search market.”, so lets take a look back. It started in 1995 and the ‘idea’ was completed in 1997. To turn about the setting in those days Microsoft was merely badgering their lack of knowledge and lam Netscape to get a browser dominance. Two youthful young sprouts namely Larry Page and Sergei Brin were ahead of the pack by a lot. They looked to a solution to search for text in publicly accessible documents offered by web servers, as opposed to other data. Microsoft was still trying to type words like HTTP and the clever people at Microsoft were able to type FTP. In the age of information the Google founders figured a few things out like ‘What are people trying to find’ this was against the grain for Microsoft who thought that corporations were the key and they went to ‘What are corporations willing to pay for’. The subtle difference is that Microsoft was working towards a slice of the $18,843,980,000,000 revenue that the fortune 500 represent. Google on the other hand decided to cater to its 31,000,000 employees. As such one could (oversimplified) cater to the simple fact that it would take Microsoft 9 million years to get as much data as Google. I do emphasis the oversimplification of this. I was not on the mindset of Google at first. You see I was a dedicated Yahoo user. It took 3 years until I saw that Google offered more and better result. As such in 3 years they gained a dominance. They surpassed Yahoo, Excite, Alta Vista and several other players. We can argue that it helped that Microsoft demolished Netscape. And in the decade that followed Google grew in strength and ability to cater to actual users not the CFO’s of 500 corporations. 

So when we see “It is one of several lawsuits that have been filed against the big tech companies as US antitrust authorities attempt to strengthen competition in the industry.” I believe that there is another ploy in play. The mediocrity losers (like Microsoft) want a slice of the cake they have no business being in. It isn’t just the ‘competition’ it is a reversal of technology that is in play. And in that setting the US is damaging the little benefit they have and leaving it all to China and true Chinese innovators like Huawei and Tencent. I reckon that by 2026 the mobile market will be overrun with Huawei in almost every non-americano place. They threw away the benefits when they forced Huawei to release HarmonyOS 5 years ago. 

Now we see that it is available in 77 languages and the turnover (as is) is getting stronger. Even now as EU nations are discarding the fear mongering of anti-China sentiment by American administration, and the strongest response that the EU nations give is ‘Show us evidence’, America has no answer to that other than debatable setting of ‘could’ and ‘expected’ whilst the evidence just isn’t there. And as we see an optional release this year of HarmonyOS NEXT, Android’s bough get broken on their sibling turning adult. So good luck with that.

Now we see a Judge giving us that there is a monopoly setting. I am not debating that (a lack of evidence I have), but the setting that we get from ““Google is a monopolist, and it has acted as one to maintain its monopoly,” Judge Mehta wrote in his 277-page opinion” as I see it, the maintenance of a unique field dominance is begotten by the lack of innovation by people like Microsoft who is spreading itself way too thin.  As evidence I ‘present’ Xbox, Solarwinds, CrowdStrike and the list goes on. You see ‘breaking up’ is merely a first step. They will then open the door and the abusive bully (Microsoft) will gleefully shout “Can I play here too?” With a debilitating browser called ‘Edge’. How is that progress? Don’t get me wrong if there is a decent player that can keep up with Google, even Google will applaud that. My worry is that the ideological setting of letting everyone in the sandbox play is all fine, but there is a reason that mothers do not allow toddlers in a sandbox until they reach a certain age. And bar them from playing when they get too old. The worry that I have is that this setting stops Google from evolving beyond the cookie (which is fine by the exploitative advertisers). The setting of other people’s greed who cannot evolve into newer territories. This could now allow Huawei and Tencent to gain even more innovative sides to push into markets where American stage are auto rejected. Tencent is on the cliffhanger to introduce their solution to 150,000,000 homes and they can get there by 2027. 

This will leave Microsoft in a stage where it has no options and no future. As these Fortune 500 will find ways to rise to new frontiers we will see them seeking IBM and Amazon solutions catering a larger downfall of Microsoft. In that stage there is certain a decent amount of space for Google. As they will hand a corporate solution to their ‘office’ suite Microsoft will lose more grounds. The only thing that keeps them up for some time is Excel. But the world is changing what was once a spreadsheet world now becomes an AWS environment and Google can cater there too. I do think that Googles forced push to breaking up is not a great solution, but Google has overcome harder challenges. 

This and my previous article ‘The judge shouldn’t’ gives us the premise that the Antitrust laws are possibly a little obsolete. Microsoft sees this as their ticket in and it is willing to cater to this as it hurts Apple and Google. Two parts the US desperately needs to work at optimum to stop themselves of being overrun by Chinese innovators. You see 7 years ago ByteDance introduced TikTok (not a Peter Pan crocodile). In 7 years it became a near equal of YouTube that was in play 12 years longer. Now I get that YouTube paved the was, but that is the usual tracks for New innovators, they go over the backs from those who went before. Now consider that and the fact that HarmonyOS is about to go toe to toe with Android in only 4 years. That is what I wrong. Not that we think about antitrust. I partially agree with antitrust sentiments. But we need to see that the greed driven use it to keep up, or not to lose their revenue. But that was never the concern of Google (or Apple for that matter). As I see it in the last decade the face of technology was set by Amazon (AWS), Apple (MacWares), Google (Android, G-wares) and IBM (large solutions and Quantum) they create the innovations, players like Microsoft should go under and seek revenue from the Fortune 500. They were the bees knees weren’t they? 

But as I see it, US District Judge Amit Mehta is allowed by law to hand it all over to Chinese innovators. When the EU, Commonwealth nations, Africa and Asia allow these innovator into their governments America becomes a party of one (with 330 million consumers). So consider that the other regions has over 7,500 million people. As I see it it is a hard lesson that America learns twice. Wasn’t the Google premise of 1997 not enough?

Enjoy your day and ponder what benefit was to be had from optionally breaking up Google and who were the actual beneficiaries (not the consumers clearly).

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August 5, 2024 · 13:28

How right I was

I knew I was right. It wasn’t merely my own conviction of self, it was the exposure of two sets of ‘evidence’ as given by some media. The first was my view of gaming, mobile gaming to be presenting the ‘evidence’ Even as it was an ‘advertising’ of the events. It still shows that I was right. You see gaming always pushing the view forward and they forgot what they left behind. I tried to warn Amazon of this, but did they listen? I fear not. Yet that setting now gives Tencent an approachable 5 billion annually as well as give their Tencent Cloud Streaming Services (CSS) an option to not just break into cloud streaming, they also could be handing their TGP (Tencent Gaming Platform) Box a play for the title role in gaming platforms within a year. As it goes forward the TGP will not be an unknown, it will grace third position nearly instantly with only Sony and Nintendo to pass afterwards. I reckon that within 2-3 years it will surpass Sony and Nintendo after that. The benefit for Tencent will not be replacing these two, it will mean that they will be placed next to either or in some cases both. That was the setting that Amazon faced. Yet whilst they heralded ‘Amazon Luna adds more than 40 new games, all from GOG’ last month, they failed to see the larger picture and now Tencent and their TGP are optionally set in a world where they surpass the streaming game providers nearly instantly. Amazon only had to look at the historic market and considered what was possible. Yet their executives didn’t look (apparently) further than the length of their nose and non of them had the nose of Cyrano de Bergerac (or C.D. Bales for that matter). The resulting setting is that Tencent (or as the US fears, China) now gets a new area with gaming Europe and the Middle East as new customers. Another field that the US (with assistance of a short sighted Microsoft) where they hand the keys to a Chinese company. And they did this to themselves. I opened the door by informing Amazon in November 2022 that this field was approachable and ready. So what do we see three days ago in the Financial Review? They title ‘Amazon shares drop as AI costs spook market’ is merely one part, the underlying “investors have signalled growing impatience with tech companies’ efforts to profit from their massive investments in AI”, as well as “Andy Jassy has been cutting costs and focusing on profitability in Amazon’s main online retail business while spending heavily on AI services, which the company has said represent a “multibillion-dollar revenue run rate business”” and all along (for at least 21 months of options towards an estimated $5,000,000,000 annual revenue ignored. How that for captaincy of a ‘Big Tech’ company? And as I saw the gaming precedency go in all directions except for the right one I see that my vision was correct all along.

In a place here they got to drill into new customer places they handed it all to the Chinese opponents. Yay to shortsightedness. 

The second part is a little harder to spot if you do not look in the right direction. That being said, there are a few debatable sights to that. In the first it is my interpretation of these layered facts and if proven right it is less of an issue. Yet I believe that Facebook set the larger premise by not properly investigating the ‘evidence’ they claimed. Their short sighted overseeing hat is going on (relying on ‘their’ AI) and not properly looking at the ‘rules’ or policies they have implemented now gives rise to an altering consumer base that could skip town (their platform), optionally handing a decent chunk of their customer base to Tencent as well. It will not drown them. But answer me this, if you have to report that 10% is skipping your platform. How many shareholders will be happy with the underlying speculated statistics that we get is “The company estimates that 4-5% of those accounts are fake, meaning there may be as many as 150 million fake accounts.” these are the numbers from Facebook. Yet the ‘reality’ from some is that it is 10%-15%. Now consider that these numbers remain and the percentage over the 100% base becomes a number over their ‘new’ 90% base. As such the new base is that it becomes 111% and I believe that 120% is more realistic. Now consider that every investor paying X mounts of dollars now hands their money to 8.3% non valid accounts. It sets the new premise to nearly one out of 10 advertisements misses the target completely. How long until they have to drop prices or actually resolve that issue whilst millions are going somewhere else. That was the second premise that Amazon missed and now we have a massive larger issue. Tencent seemingly has a larger target. In the first to gain their new consumer base all over the world and Facebook (and others) start losing market share. If you think this is nothing ask Microsoft (edge) how they faired against Chrome and whilst they will deny any losses consider that Edge only has a 5% market share against Chrome 65% and Safari 18%. Take that into the settings. Considering that Tencent has a larger reason to promote Harmony OS. A stage that would make China happy as a clam. It will not have a short term impact in view, but in this all Android users in several nations will now have an option to switch Android devices. And the Apple case that is before these courts (se yesterdays article) merely strengthens the premise. I reckon that the Eastern Europe, African, Asian and Middle Eastern countries have a first impact and in that setting  America is the first to lose global market share. This last bit I gave you is highly speculative, but as my settings are confirmed I feel that this is a direction is a valid one. And it is all founded on two players (Amazon and Facebook) let is happen on their watch. Don’t believe me, feel free to read the articles I put on my blog from November 30th 2022 onwards (and several before that). The captains of industry and their governmental tools believed their own spin (read: marketing BS) and took what they spun as ‘truth’. All whilst there were visible parties out there. 

Granted, I am talking in my own street and that is also debatable, but you could read up and conclude for yourself. As such two elements handing billions of revenue that certain players left lying on the floor and I have no non-existent AI, merely my own noggin and it is working fine, thank you very much.

Enjoy this Monday.

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July 1, 2024 · 10:51

The changes to a Digital Currency

I was alerted to a story on https://www.cointribune.com/en/saudi-arabia-joins-the-wrong-blockchain/ stating ‘Saudi Arabia joins the wrong Blockchain…’, well that is merely a matter of opinion. You see the CBDC (aka mBridge) is a digital currency that is controlled by banks. It is under control by China (read Tencent) and is a system that runs next to swift. It could rival it over the next few years and moreover could overtake swift too (speculative view by the writer, aka me). The involvement of Saudi Arabia implies “The kingdom’s integration into the BRICS club is far from trivial. Member countries are clearly expressing their intention to purge the dollar from their exchanges. The arrival of the Saudis could mean that Saudi oil exports to China could one day be conducted via the mBridge blockchain, in yuan”, implies is as I word it, but the implications as quoted is the first major dent into the ‘settings’ that could take a lot of Wall Street out of the frame, again this is purely speculative. Another source, Forbes gives us (at https://www.forbes.com/sites/digital-assets/2023/08/24/bitcoin-vs-cbdcs-analyzing-universal-access-in-digital-currency/) ‘Bitcoin Vs. CBDCs: Analyzing Universal Access In Digital Currency’, which they gave us last August. They also give us “The digital cash revolution was spearheaded first by bitcoin and then by other cryptocurrencies, which has led to the birth of Central Bank Digital Currencies.” This is followed up by “it’s the rise of CBDCs and cryptocurrencies that may represent the most transformative phase in this evolution.” I think that is the larger issue. I don’t trust Bitcoin, not because of the digital setting, but the picture that it is not supported by any coins, or gold make it a virtual currency. ‘Everyone’ is on board for what they think it will bring. But the larger picture becomes that a virtual setting could from today ($62,730.9037) and when it goes to $50,184.7258 tomorrow (worst case scenario) there is nothing stopping it, moreover I reckon that all these pensioners hoping to get rich of this, this downfall will result in lots of pensioners ending with nothing. That was the fear I alway had. This is why I do not trust it. The CBDC (mBridge) is as said cemented in “the country’s central bank.” Forbes also gives us on the of the 23rd of June (at https://www.forbes.com/sites/digital-assets/2024/06/23/cross-border-cbdc-focused-project-mbridge-moves-forward/) “For more than three years, the Bank of International Settlements (BIS) and the central banks of China, Hong Kong, Thailand and the United Arab Emirates (UAE) have been working on a cross-border central bank digital currency (CBDC) project known as mBridge. In a nutshell, the project aims to improve efficiency, speed and transparency in cross-border payments.” It is the transparency that matters and the fact that it is under control of a nations central bank. This implies that banks are ultimately responsible for issues, with Bitcoin this is anyones guess. The text “MBridge recently took an important step forward with the completion of its minimal viable product (MVP) stage and the decision by Saudi Arabia to join the project.” You see this means that mBridge would be getting support from places like Aramco and China with their Yuan. This puts the USA on a slippery slope (commercial wise) if the oil dollar pushed to nowhere, the Yuan will gain strides of upgrades. Additional we get “According to China’s Digital Currency Research Institute (DCRI), mBridge transactions take seven seconds and cut cross-border payment costs by 50%.” I believe that the 7 second delay is only applicable to cross border issues and I do believe that this is a temporary delay (before the first upgrade a time upgrade), the reducing of cost by 50% would be cheered by all sides of the equation (probable with the exception of Wall Street). The article ends with “but risks to the initiative will rise sharply if it becomes seen as part of broader U.S.-China competition” a political setting, but as that rises the USA (and optionally the EU) will lose a lot more. For the most the people are fed up with the American bully tactics. It is hurting their pocket. Consider that a decade ago where everyone copied the narrative “Washington officials began warning of Huawei’s ability to embed spying capabilities in its gear” but never was any EVIDENCE presented by anyone. We get setting like ‘could’ and ‘the possibility arises’’. The former director of German intelligence stated to Deutsche Welle that they didn’t understand that technology. So where is the evidence? America presented a case that was settled a decade earlier. China has issues with the US and EU. This is their shot across the bough. And it is one that matters. With billions in revenue gained, with the BRICS setting and with a setting that could replace the oil dollar with the Yuan, Wall Street would lose a lot. So whilst the American administration begs for cheaper oil, all whilst they pretty much shot themselves in the foot. 2025 and 2026 might prove disastrous for both the US and EU. The EU will accept the mBridge solution a lot earlier than the US would and when the Bitcoin loses 20% or more in value. Many pensions will be reduced to zero. It was the risk of a decentralised system with no foundation in any bank or in a commodity like gold, but that is merely my point of view.

Enjoy today, it is still yesterday in Vancouver and Toronto. 

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June 20, 2024 · 18:02

Changing the game

There was a setting that was designed with the recently departed Google Stadia and the Amazon Luna in mind. I set the premise to 50 million systems in phase one and up to 200 million in phase two in mind. Alas Amazon wasn’t attracted to such a sales venue. Last night I pondered a few items and I occurred to me that the Apple Vision Pro was equally set to that premise. There is a limitation, they would have to be able to run Unreal Engine 5 environments. When that is possible the rest would auto fill in, the other parts would not need UE5. Take that and like it to the Apple Arcade and they would make Microsoft irrelevant within a year, optionally to years. It is the setting that will show the other players (like Kingdom Holding) that they lost out. When this setting goes to apple, they can define a new niche customer base. Apple Arcade matter because not everyone can afford the Vision Pro. Even if a cheaper version comes to market close to 75 million people would be left in the cold. And I reckon that Apple wants the entire cluster of people. The fact that you get an arcade setting that could be upgraded to Vision Pro almost sells itself. And my predictions were conservative. 200 million is a little over 10% of the entire cluster with Indonesia, Bangladesh and Egypt leading the way. Places were Apple have great growth potential. That and a largely untapped advertisement potential as well. In the end It is a market that will end Microsoft, it gaming and their edge population (the little they had in the first place). I have been going over the numbers in the first place and I can see no downfall here. 

Apple’s first task is to set the Vision Pro to deal with Unreal Engine 5, it is the cornerstone of success, or at least it will be. In the end Apple will have to open (or enhance) a data cloud in Saudi Arabia with later on added clusters in Indonesia and Egypt. But I reckon that when they pass 100 million added people it would be a trivial expenditure. And if they surpass the 10% group (which requires data insight that I cannot lay my fingers on) the entire setting will cost Microsoft and Facebook revenue that they currently think is ‘safe’. But they didn’t count on a wildcard and it was lost because they never looked behind them. Their was billions in revenue and it was left on the floor. I wonder if Apple ever considered that. Apple has no blame, their mission statement was based on their niche market. But technology and requirements changed. With Brics it changes even more. Now they have Tencent Technology to content with. Tencent might not have the Vision Pro, but my system was initially designed without it. The Vision Pro has as  see it a larger benefit, but it is a mere ‘nice to have’. You see, sales engineering has a three tiered awareness approach. It is set to ‘must tell everyone’, ‘nice to have’ and the rest. When you focus on the first line, most people tend to ignore the ‘nice to have’ but it is there that the setting gives people outside the designated clusters are found. So don’t set to the wealthy, just make sure that they see the upside, and Vision Pro would do that. It sets the premise of a solution from 5 billion in phase one up to 18 billion in phase two and that will not include advertisement money over a dozen countries. I reckon that this is more than I can imagine (because this has not been done before) and several parts were found be looking behind me, something the current captains of technology industry aren’t doing. They are all looking forward, to the mystical AI (which does not exist). I decided to look at what was forgotten and tinkered it into a new mould. This implies innovation patents and all that is outside of the AR and printable displays (see other stories on this blog). All that and more are a future stage for the implementor of this solution, which was exactly why I got to Kingdom holding. On the far end of that, there was the real estate upgrade I considered. In light of what I noticed around Dubai. A side not considered, because all these web solutions couldn’t think out of their pond. But water is here it is and as such they didn’t consider it and it is here were I saw a side that could elevate Tencent and Huawei to a larger profit margin, not just for Dubai, but a global solution that allow real estates on a global setting to elevate their business to unfold. Dubai makes it clear. Yet it will not stop there. As the song goes New York, London, Paris, Munich they will all see the benefit and after that all metropolitan areas will follow suit. So do you think I was kidding when I said that Google et al fumbled the ball here? They ignored billions in revenue and they are all chasing a false AI dream. In a few years they will realise that a hype is merely a path to awareness and not towards revenue. Revenue needs to be real and achievable. For that we get “fake and deeply flawed Artificial Intelligence (AI) is rampant”, a quote by Frederike Kaltheuner based on works of over 20 writers. You see what the people regard s AI is merely to sides if it. LLM (Large Language Models) and DML (Deeper Machine Learning), both powerful and both opening all kinds of doors, but it is not AI, or Real AI as they now call it. Like other awareness hypes created, it isn’t real and in the mean time I created the idea for something real that could the right party give up to 18 billion a year. So when did these parts hit you, does it make sense that Google and Amazon lay off around 35,000 jobs? I will let you decide on that. In the mean time I will place more IP online so that it can only continue as Freeware. The Public Domain will show the rest on what they all missed out on. It might give me some cash, it might not. But I Will get the last laugh. I will have kept it out of the hands of Microsoft.

Have a great Thursday.

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March 1, 2024 · 23:53

The dream connecting

This started yesterday, I was contemplating yesterdays article. I thought there was no connection, now I am not certain. I have been through a lot, my sternum was cut in half, my heart got a new valve and that was the start of a few issues. One if them is NSW housing stating that turning down an apartment on reasons of heart failure is not enough a reason, even the setting that I am in ICU did not sway them. So as such I have 2 weeks to get the papers in order. My life sucks!

So the dream was weird. It was like in some tropical French place. He was handing out food to all who wanted it. He was in relaxed clothing handing out palm leaves with fish and a side order of rice to all who wanted it. I also joined the queue and I took a leave from him. He said ‘hello’ and ‘welcome. Drinks are on the tables’ I said thank you mr Bowie and I started to turn whilst he continued ‘Mr Bowie is my dad, I am David’ Sorry David, I said and took a step towards the patio with benches and coolers with ice-water and drinks. I took something that looked like lemon based and I was surprised, it was lemon based with rum, sweet and delicious. It went nicely with the fish. The fish was lovely as was the rice. 

Whilst eating I was watching the people. They seem overly happy to be in this place. Some of the women were flirty and talking with him, but they kept their distance. His wife was still alive as such she would not be here. So why was I there?

It bothered me, I was still alive. So why was I allowed a look?

Then it came to me you see the EA list is set by the shakers and makers. Those who made the ranks at EA didn’t want that list to change, but the next iteration of gamers think differently, they see different sides and Streaming games will give them that and Apple and Android with their games advertisings will suddenly see a new rankings evolve. That is where Luna and its Tencent opposite can set new strides. It will be at some coin, but there is a chance that it will ruin the day that Apple and Google saw no further then there bankroll. I was stating that this will set a change of 50 million gamers, it could be more a whole lotta more and that is what is at stake. 50 or 100 million gamers who have had enough of advertisement. My line cancels out on 225 million gamers in stage two. If that proves to be correct it would create a streamer player list at the top, followed by Sony and then Nintendo. The question who could it be? A player who set the mark will win 

(as long as it isn’t Microsoft) the nice side is that streaming is new, really new and it will not hinder Nintendo or Sony, they have their own niches. This will be a new niche. A new order of gaming, where the happy moments are counted, not the achievements. And face it, can some of the older games even consider achievements?

So this side and the previous article give a more structural soundness. I just didn’t see it that way yesterday. But now I know more, there is always more. 

Enjoy the end of this week

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February 12, 2024 · 04:18

Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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January 4, 2024 · 18:57

Wanna go fat?

That is the weird but very apt question. Of course I could ask Laura Vandervoort implying if she wants me (my delusional side in action). Yet this is not about women, this is about gaming. It is 2024 and internet congestion is starting to become a much bigger issue. As such, if Amazon with its Luna wants to stand out and equal if not surpass Tencent with its handheld, it needs to reformulate some settings. I truly believe that Gaming as a Service (GaaS) has the future, but the brains behind this are too much about the monthly fee and when congestion hits that monthly fee becomes a problem. Tencent with its handheld has a solution, now Amazon needs to find a roadmap to set itself apart. They cannot rely on player like Ubisoft to figure things out, it will be too late for them.

Now consider an upgraded and remastered version of some of the Commodore 64 greats. Fort Apocalypse, Wizard, Jumpman, Wizard of Wor and so on. You might find that amusing, but you only have to face one wall of congestion and it suddenly doesn’t feel that weird anymore. Now each of these games was less than 354Kb in total. Now with upgraded graphics (and much better sounds) it will easily fit a 2Mb marker. Consider the controller now with an SD card slot and a 64GB card is less than $15. Now consider that the controller is the fat client. It will use the servers, but in some cases it can download a partial frame and a whole host of games can be played from the controller. Not Ubisoft games and not many ‘new’ high tech games (or whatever they would call them) but others could be downloaded and other games could be downloaded whilst you play. It is a larger station to consider. In the age of congestion, the one that allows you to play is the winner and Amazon needs a real win. Microsoft is spinning the fact that they are losing. They made arrangements with Ubisoft. So what happens when Microsoft desperately wants more? Amazon better get ready because if they are not, it all goes to Tencent and they are at present in a stage where they could get millions of gamers, all because some were asleep (OK, Google walked away from this). 

The larger setting that we see (at https://www.androidauthority.com/amazon-luna-1170676/) is only part of it. They are set on relying on monthly prices and that is good. The moment that players and families will have to consider $12 for Netflix or $10 for Amazon Prime, Amazon will lose members. The controller is either $70, or $83. So what happens when people get the one time additional $10 for the fat client version, they need to buy their own SD card, but it comes with a free setting of these ‘download’ games and as that list improves the people will select the Amazon equation. You can all go into denial that this will never happen, but a setting where bills are strangling you, that $10 can given you dozens of games and a gaming setting that families can afford. Yes, when they cannot afford one, they cannot afford the other either. But there will be a large group of people who can only afford one. And that will escalate. Now take congestion in the mix and people are paying for something that cannot be delivered for whatever excuse the telco gives us and in Australia Optus has had its share of excuses, so much so that there is a senate hearing on Optus. And it is the first one at present. I reckon that soon enough others will have their congestion and outage issues, this might be the year it comes to blows all because too many were sitting on their hands and it is not merely Australia. EU and US will have their own issues soon enough. In addition to that Germany and France have massive rural area’s where the minimum bandwidth is seemingly an issue. That issue is seemingly and there is no real open data. Those who have the issue are (as I personally suspect) hiding this. As such a fat client solution could decrease bandwidth pressures and allow people to game there, at least those lacking a console or PC. 

As I personally see it, going fat is not the best way, but it is an option into the future, so how about it Laura ;-)?

Now consider the Amazon solution with dozens of awesome remastered games added to the mixture? As I see it it is better than what is now, the Microsoft spin only holds water for so long and whilst too many are following that Microsoft cult, Tencent with its handheld is about to gain real gamers globally and that was what I always predicted. They question becomes which of the two is gaining the additional 50,000,000 gamers the quickest in phase one? When that part becomes reality Microsoft will have lost another battle, all set to meaningless banter like ‘We have the most powerful console in the world’ which is not a lie, but Nintendo with its weakest console surpassed them with great ease and now Tencent is about to become the next favourite taste of gamers. Amazon has options but it is not clear for how long. They are establishing themselves, yet outside issues like congestion will halt them for some time and this is the kind of game that standing still get you to lose the race. 

Enjoy this Thursday, the first weekend of the year is only a day away.

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December 13, 2023 · 21:29

Slapped by surprise

This happens to us all and it happened to me today. I was pretty much minding my own business when something on LinkedIn hit me, it hit me square in the jaw. It was the application in another direction, but I contemplated it to apply to gaming in a similar way. You see, this is not an easy story and a lot of you might not get it, that is fine. It is the evolution from RPG to CtLFG. Role Playing games evolving in Close to Life Fantasy Gaming. Confused? That is fine. To get this I need to give you some examples. You are sneaking in a cave and slaughtering all you can and at times you hear “It must be my imagination”, it was one of several things that bothered me. Now this is not on any player and not on Bethesda. They created greatness with Skyrim. It survived three generations (PS3, PS4 and PS5) and has been around since November 11th 2011. More then 12 years. To have one game do this, especially an RPG is nothing less than astounding. As such with that in mind I initially created TES7: Restoration (the initial design was from 2015). 

In this the foundation was set with Cyrodiil (Oblivion), to make it work that map would need to be 3 times larger on the X and Y axis, making the map 900% of the previous one. The imperial city would be similar that much bigger, cities would be somewhat bigger, more people and in the end we would connect Skyrim to this and optionally whatever TES6 would be, but that would be options. Restoration required both Valenwood and Elsweyr to be added as that would be the setting for the story and main quest. Yet the setting would be larger than just these two parts, missions that cover all the areas. A lot more side missions and even side quest lines. Now we get to the evolution part. To avoid grinding I used IP originally by Vint Cerf, but now applied to gaming would make it an innovation patent and now we are off to the races. Yet something happened./ Microsoft bought Bethesda and I will not help losers, so I made parts of all this Public domain with the setting that this was to be exclusive Amazon Luna/Tencent Handheld. I wanted these two to have an edge over Microsoft/Bethesda. That was the first setting. 

Now the slap
As such today I got slapped by surprise by someone named Willem Koenders gave LinkedIn a new setting to BI in data. It has an offensive side and a defensive side. 

It is brilliant. I can see the stage of several issues becoming a thing of the past. Rollback issues, especially in data with second and third tier connections would have been a nightmare, especially to rebuild some of these connections. As I see it, that is a thing of the past with this, rollback becomes repair with a second datafile upload. And in the short time I looked at it, there would be additional benefits. Now apply this to new and advanced RPG gaming (CtLFG). You see, the old ways will not work on larger RPG games, it would require cloud gaming and that is where the new strains become the power of GaaS (Gaming as a Service). You see, evolved gaming (RPG) no longer has trigger points perse, but a combination of a narrative point, a location point as well as a quest trigger. It becomes too complex for the PS5, but not for cloud gaming. That is where the game takes of in new directions and new dimensions. 

As such my mind went into overdrive. You see, I had focussed on the stories and the interactions, but I had not considered the data side of this all. The image by Willem Koenders gave me that setting and it could be a much larger setting in cloud gaming too. Yes, it is always about the larger part, but consider that we always must look forward. We cannot play Skyrim forever. Now consider (Skyrim)4 and see where that gets you. In addition, as it is cloud gaming new quests could be added over time as well. A nightmare option in any console. With cloud gaming it is done before you know it and available just as fast. And the setting in a new game would be tremendous. You see grinding ends, it becomes a challenge every time around and that setting reflects in a multiple of ways. With the new data setting you could get thousands, if not hundred of thousands of conversations. Consider a city not with a few dozen NPC characters, but with 1,000 NPC characters. It allows for a lot more options. In addition to that, the setting of friend and foe changes. You now end up with friends, unsubstantiated gossip, boasts, lies, and foes. A new setting in adventure gaming. Suddenly a personality with charisma becomes a lot more important, in addition to this so is the setting towards corrupt guards, people luring you towards traps and walking blindly into them is never a good idea. 

An evolved setting towards gaming and I reckon that this is merely the start. Any indie developer with a clear head and clear direction can grow and take serious market share away from Bethesda (and of course Microsoft). 

Now consider the image again. Consider on the offensive side Customer insight (NPC character) linked to analytics which becomes available choices (lore, conversations and actions), on the defensive side we also add NPC character, but now connected to city laws (compliance) and actions based on YOUR activities (stealing, walking, sneaking, killing) as such sneaking through any place now has impact on that population. In addition it is ‘short-term’ impact, yet when you do that again you get recognised quicker. And from there we now get narratives (storylines and conversations) as well as locations (shop owner, home owner). There is a longer impact to actions.  And leaving the house is no longer a ‘reset’ to activities. I set this to a much larger effect in out of town locations (what some call caves, mines and so forth). As I see it, Vint Cerf had no idea what his IP could do in that setting, but that is the way the cookie crumbles at times.

In this my brain is still reeling with all the thoughts it is creating (even now), but it is time to snore like a sawmill and greet Thursday, which is less then 3 hours away at present. It is still 25 degrees, I am melting. Time to snore.

Enjoy your day.

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June 14, 2023 · 23:50

The cross over

Yes, we have all seen it. Episodes where one crosses over in the other. It happens in gaming too, but it is seemingly more rare there. Yet what happens when we take advantage of this? An example is Azura’s Star. An item that has the ability to be massively powerful if you use it right. And there is the nag. Due to some constraints that is almost impossible and there is no fault, no blame. The fact that this game still has a hold on people after its release date of 11.11.11, almost 12 years later is nothing to be sneered at. Bethesda has earned the right to its legendary status. The fact that most of us (me included) would love to replay Fallout 3 on a PS5 shows that there is a lot Bethesda has to be proud of. So what is this about?

Consider that we would be able to build a charging station for Azura’s star. It is not instant, it will take hours, perhaps a day for Azura Star or a Grand Soul Gem, or a Black Soul Gem to get charged. Yet that stage offers a lot more than merely a powered gem. A setting where we have a mission to create a charging pedestal. Another mission that is all about functionality. Why no one considered it? I cannot tell, but in an earlier article a few years back, I created a magical duplicator for a castle (the one you could conquer in an expansion of Oblivion). A device, created and over time it would duplicate the item you had. In this one case Bows. As such it would take increasing more time. A hunting bow would take 30 minutes and a glass bow would take several hours. But once the stations are filled. The guards on the walls could upgrade whatever bow they had to a much more powerful bow. And it could be done with almost any item, but a sword would take another duplicating station. It was my idea to offer the setting where the guards as NPC’s would get upgraded to a much more able opponent and the items are locked to that NPC. When they die the weapons vanish. Swords, great swords, maces, Axes, Bows. You could create a real guard that was the fear of anyone trying to invade your castle. But how to create it? Well that was the easy part. It is how you can create a balance, or an imbalance that does not affect or benefit you beyond the normal scope. That is the key question. Even in the game I set up for the developer of Amazon Luna, PS5 and basically all non-Microsoft systems. Balance is still important. Too powerful and you damage the game, too weak and it is not worthy of pursuit. So there are settings we need to consider to make it worthy of chasing. And it falls into the realm of evolving NPC’s in your game. Because that will be a next step in most RPG games that would want to take their game a decade of more past its inception date. Charging stations are merely one step, a natural step, not even a gimmick. It came to mind, because if Fable will become the game whose trailer brought a smile to my face, we all need to up our games. This is how it should be. A powerful Microsoft implies that Sony, Amazon and Tencent will need to up their game too. As such I have set a lot online for all the non-Microsoft companies to take a learning from. More could and should be done. If this means that gaming in 2025 comes at an all time high, I will have done what I needed to do in my lifetime to progress gaming. A worthy endeavour if ever there was one. 

My brain had a much less noble thoughts on cross overs, but that does not matter. I was able to set it right and that is what matters to me. And crossovers could be applied nearly everywhere (as long as you own the IP). I made mention on this in the early development of the Luna and in my case the Luna key. So in this example that I am giving you, what happens when you have game 1 (System shock) and game two (Cyberpunk 2077) allows you to make a much more powerful firearm charger? I added another example in the past where Fallout Shelter could upgrade Fallout 4 (or whatever comes next) and that is interesting because you now have interaction between a mobile or tablet with a console. Gaming to a wider degree without compromising either. We need to consider these steps as we Crete new games. Ubisoft tried this with AC Brotherhood and did not get it quite right. Not wrong, but not quite right. Still it was worthy of trying and it did play out nice. Yet I believe they could have taken it much further. I personally believe that they were not serious enough. They didn’t create two games, merely one to add to the other. That wasn’t a great step, but it was their step to make. 

Often enough these additions are merely cosmetic, but they do not need to be. Crossovers are an option often ignored or denied for decent reasons, but what happens when we overcome that weakness?

Enjoy the day!

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