Tag Archives: the Irishman

Value and validation

We all see both, we need to be valued and our work, our thoughts and our point of view needs to be validated. It is for almost every person the same, the value and validation drives him and her alike. As a blogger I have to do with rants and bad mouthing, but that is what comes with the terrain, with my IP it is different, like a writer I need validation, but I cannot get it without putting my IP in the public domain and that is a really bad idea any given day of the week, so how will I get value and validation if there is no feedback? Well in my case there are a few items that work. First there is the validation on what I write. I wrote in September 2019 ‘It’s been that long‘ (at https://lawlordtobe.com/2019/09/28/its-been-that-long/). I had written about the issues before in ‘Gaming ‘after silence’ or ‘pre noise’?‘ (at https://lawlordtobe.com/2016/05/14/gaming-after-silence-or-pre-noise/). there I wrote May 2016 “This is just my view on it and I expect to be proven correct before the end of 2018, possibly even sooner” and as I see it System Shock (delayed, 2020), Moonshades (a Dungeon Master style game) have proven me correct, basically I feel validated beyond the value of Ubisoft at present (nothing wrong with my ego). Dungeon Keeper and a few others were already out (or openly in production), so that does not count. These are a few of the little things showing that I was right all along. This does not prove that my IP is da bomb, but if I am right in my way of thinking in one way, I will also be right in the speculative reasoning, and as my path is still not showing in 5G, I feel more and more happy.

In all this, my mind needs to create, it needs to be creative and I wonder when we see ‘3 Reasons 2020 Will Be a Make-Or-Break Year for Netflix‘, whether this is merely a ploy to bounce the stock or something else. Yes, the Nasdaq article gives us “Will Netflix finally win the Best Picture Oscar?” as the second reason, making the article bogus (to some extent), some of the best movies in the history of film never got awarded best picture and that did not hinder them, did it? The Independent (UK Newspaper) shows us Citizen Kane, Vertigo, the Graduate, 2001 (a computer going nuts), Taxi Driver (Robert de Niro with a decent haircut), Apocalypse now (Martin Sheen as a teenager), Blade Runner, Pulp fiction and the list goes on, the paper gives us 23 movies (a lot with De Niro) all worthy to rub shoulders with the Irishman, none of them Oscar winners, does it matter? What matters is not the billions spent ($15 billion last year on materials alone), the matter at hand is if Netflix keeps on making quality stuff, even if it is less, quality is quality. In that light I thought

Wouldn’t it be nice

Let’s take a look at Rendezvous with Rama, the atmosphere of the book gives us a handle, yet what if we turn this around, what if a group of people wake up on a space station with a diameter of around 250 meters, it is a way station, between us and the Sombrero galaxy, all indications are that the people wake up at 1/3rd between us and the Sombrero galaxy, in the middle of nowhere. At what point will we consider that we are merely rats in a maze? Even as every piece of equipment works, even as most of it is beyond most technology firms, what is the test? Is it the one we are given? Will we abide? What happens when two more teams arrive? What happens when we start taking initiative? 

As the situation presses and another platform is found, we see that there is division in the groups, one group (from the three arriving teams) decide to use it only to find themselves on a station more than twice the size, yet now only 1/3rd away from the Sombrero galaxy. As we consider the hardware available and working that it can get us to another galaxy, how much more advanced were the makers and what do they want? With one or two twists, one involving a priest going nuts (a wink at war of the worlds) we are left with questions, because we now know enough to know that there is no way that we are alone in this universe, yet the people here have no clue what we are missing to go travelling and yes the cold fusion we claim to have does not cut it (not without two elements and Celestrium) the last part is essential as its existence answers a few question, including how to find others.

When we take the science apart and see that we are often too clueless to consider leaving us alone with that equipment. Would you leave a box of matches in YOUR house with your 2 year old? The considerations I had on a Sunday evening would become the foundation of an optional mini series, with my additional mind on games, TV series and IP, I see that there is nothing wrong with my imagination! Now Google and Huawei need to wake up for the circuit to be completed (almost literally so).

In all this, we can feed our need for science and our need for fear, fear makes its own conclusions and it has no reservations taking the upper hand, just like it tends to take over giving doubt in a stage of our ability to value and validate ourselves, and it all matters! Did you think that I am so much brighter and better than some others? (Well I am to some degree), the issue that we see nowadays with the US playing tantrum child all over the field is showing a larger lack of imagination. The movie industry sees the imagination of a man like Stan Lee take over, but it was his imagination that spoke to millions of people all over the world, a lot of them having seen at least a dozen of his comic books, and Marvel cashed in, in a world where we see a lack of imagination we see the people of Stan Lee comics making a killing, imagination gets to do that. In that same view I see the Irishman, an amazing piece of work and if that is the quality that Netflix brings, then best movie Oscar or not, Netflix is likely to be around if those holding their credit is standing strong too. for that is the game too, if the credit holder is not a visionary, if that person is a short term bullet point oriented Excel user, you tend to be royally screwed (pardon my French).

And in this I am not alone, Forbes (at https://www.forbes.com/sites/greatspeculations/2019/08/20/all-the-reasons-why-netflix-is-doomed/#59953e37465e) gave us last year “Content Spending Not Adding Enough Subscribers“, an optional issue to some degree, yet we seem to overlook that there are 170 million subscribers, with 100 million outside of the US, in all this we tend to forget that France has a dismal internet (outside of Paris and Defense au Lille), and they are not alone. there is still the need to see Netflix, in many nations and as more people see the pull to new series (like the Witcher), Netflix will survive, by the way, in all this we see the lack of visibility on HOW MANY watched The Witcher, none of the cable services EVER had that much viewers. A small item easily overlooked and as Netflix moves through time, we will see more players and some will switch, but Netflix remains a name not to be forgotten, no matter who shows the Marvel movies.

And as I see the writer of Forbes give us “As I wrote about in “Loss of Licensed Content Is an Underrated Crisis for Netflix”, Netflix doesn’t appear to have a plan in place to replace these beloved shows when they depart the service in 2020 and 2021” and there it relies on the Office and Friends, a TV series that was big in 1994 and the ten years running. Yes it was fun and it is highly regarded, yet so it Star Trek, so is Altered Carbon, so is Bojack Horseman and that list can continue for some time. I believe that it is the new material that will pull in the subscribers, not old series (although a case can be made for the West Wing and Babylon 5). And what we like is out in the open, with 4 billions ooptional watchers, what we like is spread between Aaron’s Way and Zorro, there is a need for almost all and over time they all will be watched (at some point). If there is one flaw in the Netflix formula, then it is the abundance of choices, we are like children in the candy store having to make a choice, yet whenever we make one, we see another lolly overwhelmingly tasteful. It is great for the creative inspiration, but you tend to miss out on perseverance or a lack of sleep, whichever comes first and ask around you, whomever saw the Witcher, how many watchers turned into overnight bingers? Now consider that Netflix releases one show a month, how much sleep did you forego?

At times validation takes its own currency as payment and it tends to be the currency you did not see coming, and it is not a currency that holds water at the check out of the supermarket. We all tend to forget that a little, as well as the small thought that creativity starts in someone’s mind, not as a bullet point on a document. This is important, especially as I agree (and oppose) with ‘Ubisoft: A Number Of Risks Make The Company Non-Investable At This Point‘. Those who know me, have seen that I have spoken out against Ubisoft on a number of occasions, yet the issue is that this (source: Seeking Alpha) article is all set to the investors and there we have another matter. Yes games are reasonably high risk, yet there is a reason that places like CD Projekt Red are successful, they went the extra mile. Ubisoft needs to adjust course. I cannot completely disagree with “We don’t think that Ubisoft is worth investing in right now and believe that the market offers greater opportunities with less risk“, they do have a point, yet this investment report is set around the overall, not the specific. As we see “While shares are slowly rebounding from the bottom” we see a reason to consider Ubisoft, even as we have to agree with “poor decision making in the past and a ruthlessly competitive environment are making Ubisoft non-investable at this point“, we forget that the engine is set around creativity. It is watching two channels at the same time, and Ubisoft did this to themselves. There is the creative channel that is showing delay upon delay as they need to get it right and there is the hype creating business channel that needs to get muzzled, the stage is wrong, the PS5 and Xbox releases at the end of the year require their best foot forward, if Ubisoft is able to release a game in the quality settings of AC Origin, they are saved, if they do it AC Unity style, they are buggered and their marketing department is not helping, there are almost literally hundreds of shouts from all kinds of publishers on delays and other news that does not make the coffee, creation is equally about muzzling that part. All while one source is giving us the image of WatchDogs Legion: “The release of Ubisoft’s new animal-themed action-adventure game“. It was 4 days ago, why is Ubisoft marketing not all over that? I should be less concerned, Ubisoft did this largely to itself, yet the creative minds like Jason VendenBerghe were lost in this marketing shuffle. An amazing game that should have made his desk at Ubisoft a permanent one, was shown in Netflix as we are shown what the creative minds go through when they are bounced of other creative minds and off the walls, we see the need of validation and how it was missing at Ubisoft, at least that is how I saw it. There will always be a large part that is not on any camera, but what some see as validation is not always picked up as such and the need for clear communication tends to go in every direction, you merely need to look at several surveys and how people perceive brands to get that part of the picture, as such a driven creative mind with a single focus tends to go in any direction, except the direction it had to go in and the lack of validation tends to be a larger concern. As for value? that remains to be seen and that remains open, yet I do believe that if there is validation, the value of oneself tends to go up, that has been the case since before Brutus was slapped on the shoulder for treating Caesar to a dagger on 15 March 44 BC. He was validated, but his value remained that of a traitor (hence he comitted suicide). In all this we rely on one, knowing all too well that the second does not give validation to the first, or it does, yet it will not give value to both and that is where the internal person and the realist tend to sway, how to assess value? We have been on the false brink of stockmasters for too long and our  assessment of what is value is in the wind, time will tell how we go about it, because that is something we cannot do on the fly or in an instant.

 

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Branding

An Apple original, a Netflix original, Stan presents and so on. This is the view I started this morning when the trailer ‘For All Mankind‘ hit the screens. The game has changed and the value of IP has gone through the roof, finding quality IP is going to take on a new level of interest. Not merely finding the IP, getting there first means something now, it is a new form of Armistice and it is a game designed for all the creative Masters of Art out there. Yes there is the anticipation of new hits and movies we want to see. We look forward to people like Nicholas Cage (Primal), and Robert de Niro (The Irishman). Yet it goes further than that, the amount of movies that are popping up with references to ‘Basically, How to Write a Netflix Original‘, we see new cash cows coming into existence. Yet the basic need is not to write the story, it is to have the idea in the first place. I can, at any given moment drum up a new story; I have been writing my blog for several years now, creating over 1200 articles. All the articles have news references and have references to events, but creation was key! And that is not the stage, the stage is not the Wall Street journal (at https://www.wsj.com/articles/with-chips-down-saudi-arabia-finds-little-goodwill-in-the-u-s-11569495606) giving us: ‘With Chips Down, Saudi Arabia Finds Little Goodwill in the U.S.‘, this is a given and required little creativity, yet the creative eye will spot beyond the quote “Two-thirds of Americans now have an unfavorable impression of Saudi Arabia, according to a Gallup Poll earlier this year, the highest percentage the survey group has ever recorded for the kingdom. It is higher now than it was after Sept. 11 attacks, in which 15 of the 19 hijackers were Saudi“, it would be able to see that the anti-marketing machine that even included the United Nations (the essay by Agnès Callamard), where even with a lack of evidence the Saudi Arabian crown prince was painted as the guilty party, Eggy Calamari even gave us: “The killing of Mr Khashoggi thus constitutes an international crime over which other States should claim universal jurisdiction. I call on those States to take the necessary measures to establish their competence to exercise jurisdiction under international law over this crime of extrajudicial execution,” we cannot deny that the likelihood that the life of Jamal Khashoggi was ended in an unnatural way with a certainty approaching 100%, no one denies that, yet the who remains an issue and the reference “for which the State of Saudi Arabia is responsible” can only be made through circumstantial evidence (and it still remains dubious at that), whilst the use of that evidence leaves too many gaps, giving a clear failure as ‘beyond all reasonable doubt‘ is not met, yet in opposition these same state facilitating players have ignored actual evidence of Iranian actions of assaults and bombing of Saudi Arabian civilian targets. As such there is a creative engine in play and that engine is targeted at Saudi Arabia (the connections will make sense soon enough).

The actions by the UN to stop escalation with ‘US-Iran tensions escalate despite UN efforts‘, gives us the light that clearly produced evidence is ignored and shunned by the UN, giving us the stage that the discrimination of produced evidence is set aside, the western media to a larger extent has been accommodating to that, in the one case where the Washington Post could get a reprieve, even now when we see mere hours ago headlines like ‘Iranian president: US should end ‘maximum pressure’ policy‘ and ‘As tensions boil in the Persian Gulf, Iraq seeks to rein in Iran-aligned militias‘, we should notice that the Washington Post has gone to extremes to keep the mention of Saudi Arabia as a victim to an absolute minimum.

It is a new kind of branding, it is anti-branding. The western world is scared, too scared at present. First there was Huawei that has the hands on the largest bulk of 5G IP ever made, and it reduces several nations to an Intellectual property joke at best, the cream of all 5G patents is in the hands of Huawei (China), in this Reuters reported less than 12 hours ago ‘Huawei already producing 5G base stations without U.S. parts‘, more important, in 2020 that production line will be doubled, add to that that Norway is not siding with several EU nations not to block Huawei as a 5G solution has the US on the ropes, they are about to lose billions upon billions. It is the price of iterative complacency and it scares Wall Street. You might think that I switched topics, but I did not. There is a clear line.

As Saudi Arabia is more and more committed to build its Neom city, Huawei is now ready to implement their 5G solution and that pushes Saudi Arabia forward in ways never seen before. The academic consideration that Neom City will be on par with the latest Silicon Valley solutions has never been seen before and as that trail picks up speed, the IP consideration will be passed to other regions too, at that point IP firms registering their patents and Trademarks will rise in China and the Middle East even further, it is exactly the play I had in mind when I created my IP and even now I am looking at a golden parachute the size I never held possible ever before.

All this still reflects on the hindrance that pushes these technologies and there we see that Iran is becoming the larger problem in several fields. Even now, as we see projects grow, we also see the larger field that is fuelling this endeavour. The National gave us “Neom’s contribution to the kingdom’s GDP is projected to reach at least $100 billion by 2030” and that is a pessimistic view, as the 5G boundaries are met in Saudi Arabia, there will be a growing workforce trying to get their 5G apps on the ground as this could fuel millions in revenue for any app maker that makes it, and the most important part in this is the fact that being there first gives a lot more benefit for a longer amount of time. This path gained momentum as Huawei started to cater to 5G needs 6 months ago in both India and Pakistan, for Pakistan the middle East and in particular Saudi Arabia will give rise to more apps, better apps and stronger commerce; yet it is not merely in Saudi Arabia, the United Arab Emirates is also pushing for this boundary, as is Qatar. The experience in app making will spread form Pakistan further and further giving these entrepreneurs’ futures they themselves never thought possible under the stage of 4G and it makes them all hungry for success.

Creativity

It is there where creativity and needs interact. Whilst the arts are claiming a larger group to write idea’s for streaming TV, the creative engineers are pushing new telecom boundaries in 5G, setting a stage for a new kind of facilitation, one that is not limited to the iterative community, as they were trying to cater to the needs of guided anticipation, the innovators are going where iterative makers did not consider to look, 5 of my IP trains are on that track going decent for now, I still have a little more than 2 years to set the final stage, whilst the stage is curving to my desired needs more and more. That we see when IT Wire gave us ‘US seeks funds to remove Huawei, ZTE gear from rural providers‘ only 2 days ago.

As we see the quote: “Legislation supported by both sides of politics in the US seeks a sum of US$1 billion to help small and rural wireless providers replace equipment made by Chinese vendors Huawei Technology and ZTE Corporation“, we see a growing failure in the US. Don’t get me wrong, the US is allowed to do what it is, but instead of fuelling innovation forward, it is wasting $1,000,000,000 to remove rural equipment, whilst the supporting quote “helping small and rural wireless providers root-out suspect network equipment and replace it with more secure equipment” cannot be met with evidence on any level. Even the term ‘more secure equipment‘ is a grey remark open to interpretation, all equipment form 2018 onward will be more secure than the equipment that was installed in 2012, even with the latest updates this statement remains true, as this is the nature of the technology beast. What is adamant in all this that the lack of security in Huawei equipment was never proven other than one specific 2011 example, an issue that was apparently addressed and settled in 2013.

Even now, no espionage evidence by China was ever given in any way, shape or form. As I personally see it, this is all about economic foundations and progress and the non-Chinese solutions lack technology, innovation and quality to compete with China, now that the Middle East and Europe (to a larger degree) has allowed Huawei to get there, they will reap the benefits of it all, consider that over the next 5 years Neom city, block by block will be 5G ready whilst the longest changes in most parts of the world will be still upgrading, it will create a clear need for to use what is available and now we get to the union of both.

As we see the testing grounds of Saudi Arabia being there, the makers of streaming services will have a place to test and create 5G IP (or was that create and test). We have seen Hollywood, Bollywood and now there is a case to be made for Neomwood as well. If Saudi Arabia plays its cards right, there would be the stage for implementing and creating 5G streaming services and the creation of originals (to some extent) of TV series, shows and movies. People seem to forget that there are around 2 billion Muslims in the world, and the ability to cater to 25% of a global population, whilst the other creators have neglected this group offers a larger opportunity than most people realise.

Even as we accept the story of the 60’s where in the new production called for all mankind we see the stage and setting of the first woman on the moon, there is nothing stopping the Middle East of creating Islamic series that are about furthering their goals on the big screen and the little screen. The lack of actual quality TV in that regard (as far as I can tell) becomes more and more visible. There has been great controversy regarding the TV series Omar, I understand that thousands are stating that the show must be stopped because they believe such depictions are forbidden by Islam. Yet there are other ways to give light to Islam, to educate the non-Islamic community, and I believe that a larger stage could become apparent there. Also, the entire stage of soap series is seemingly ruled by Bab Al-Hara, a Syrian show by Bassam Al-Mulla that has been going on for 10 seasons, as I see TV watching people, they are never content with just one series and to be able to stream globally on 5G will be the larger need soon enough, owning the studios, production, IP and delivery will give whomever gets there first a much larger cut of the winnings and they can be huge, especially with 2 billion Muslims looking for more. I am still smirking (on the inside) to seek a way to make my idea: ‘How to assassinate a politician‘ a reality and optionally get it selected for Emmy and Oscar’s consideration (that is how I roll, never stop dreaming). In this, as I stated several times in the past, the slogan of FX (a filmmaker) is the best ever: ‘The story is everything‘, it is the holy grail that Apple, Stan, Netflix and all other streamers, as well as all other forms of medium are pursuing, it comes from creativity and as creativity overlaps from creation to technology we see a much larger shift in innovation, Whomever doubts that look at Big Brother and consider why it was a success. The overlap of technology, innovation and creation is a direct result of that is something that John de Mol Jr. saw immediately, it took a little while for me to catch on and it was an eye opener (I personally never liked the series, but I admired the approach of innovation and technology towards creation), now creation drives innovation and technology (as it should), yet I also accept that this interaction tends to be symbiotic and the direction of these streams can go in either direction making it the closest to a perpetual system, in this iteration will be the death of it and that is why I have been frantically against iterative designers.

In this, branding has been too much about iteration, Google and Huawei being the obvious exceptions, yet they are at present still the exceptions to that rule. I see that branding can be about innovation, but not the marketed innovation that Apple claims it is. Innovation as Heineken marketing shows it to be is a much better example, even as their product has not changed for the a longest time, their marketing has been on the edge of what is possible for over a decade, if we can keep creativity on that scale we have the making of long term success, no matter what field we move in, that is what the US fears, as innovation grows through Huawei, they see a dip that turns into a revenue canyon, the lack of forward momentum. Even now we see how economic momentum in the US is lost, whilst their IP investments are at an all-time high. If IP becomes the currency of a nation the UIS is indeed in a dire position and their stalling and delays of 5G will not help them, it is exactly in that part where we see the anti-Huawei weaves becoming a disaster for those embracing a non-Huawei solution. The fact that the hardware is not on par with Huawei is one part, the implied accusation ‘But Can They Scale Operations Timely‘ is a much bigger danger, as the markets evolve, scalability will be key and in that (for now) Huawei is far ahead of the others, making any non-Huawei advantage short lived, in addition to that part we see the earlier mentioned solution that Huawei is on the road improving and upgrading the base stations without US parts, when that one hits the US economy will take a much bigger hit, and as latency and delays add to the 5G part, those who want to be at the head of streaming will need to consider where they will be running from, as I see it there is a case to be made (to some degree) for Neomwood, when that happens, the revenue streams will change even further giving the US to live with the realisation that the entire Huawei war was the worst of all idea’s, especially when there were alternatives and especially as the security risks have never ever been proven.

I believe that due to data options there will be a larger change in trademarks in the next 5 years, also in that regard IP will decline in the US a lot more, as data is key, any delaying factor to 5G will have larger impacts over the next 24 months. Those who want to be ahead need to select what gets them there and not listen to fabricated fears and speculative events that have so far not been proven. As creativity shows, those who can dream the new stories, those who can consider the next idea will be catered to, because if the story is everything, the value of a poet and a writer outpaces the accountant by a lot. We can get all kinds of accountant a dime a dozen, yet how many poets are there? How many story writers and story tellers are out there who can spin a story that makes you sit down and relax? Consider what you watch on streaming services and what you are willing to pay for, now consider where the market is and you will see a large gap, a lag that was ignored for the longest of times. In 2020 alone we see a need to invest close to $50 billion, $6 billion by Apple alone for start-up; do you think that there is a higher need for a book keeper or someone who can create a story? As WarnerMedia buys back the old TV series Friends for $245 million, ready to spend $11 billion on content this year alone, how much are they willing to pay for an original idea?

Branding starts with a dream, or a thought that is actually original, how much originality could we find in the Islamic world that has ignored that path for decades? It is a path exploring, especially with 2 billion optional content customers. A path to a larger success that is currently written off through the fear mongering of governments and media needs, whilst there was not ever a need to do so; the facilitation of iteration pushed non solutions and whilst that happens, originality in content and technology will take a backseat to facilitate to the people who no longer should have any voice on the matter, their need to delay and slowdown innovation made it so.

 

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