Tag Archives: the motley fool

Rebranding the XXX farm

That is the image I see. It is an old story (I believe it came from the Donald Duck comics) and it was the 70s when I saw that particular story. Cattle was being ‘mismanaged’ and the three ducklings (aka Huey, Dewey, and Louie) found out what was happening. The diamond ranch, the W ranch and two more were missing cattle and it was the XXX ranch that had acquired them. The diamond was hidden in the 2 XX’s and the W was part of the XXX brand. It was a simple rebranding. Clever (I was merely 8-10 years old) but that was the simplicity of my weekly Donald Duck. So when I saw the News dot com dot AU and Defense One giving us ‘‘Super Intelligence’: the president’s new term for AI, explained’, his actions make perfect sense. You see AI doesn’t exist and whilst the courts are figuring out just how much it doesn’t exist yet. You see, what they all call AI is merely an advanced form of predictive analytics, with the margin of LLM, Machine Language and Deeper learning (I call that DML, Deeper Machine Learning) but it can only react to data it has and it is all done binary. My personal feeling is that real (or true) AI requires trinary data. But that is not what matters now. The setting is that more and more court cases will come and that presents a difficult case for these ‘AI vendors’ there is already the setting of copyright ‘theft’ (as I personally see it) and I have been a victim of that, thousands of my articles were (I assume) used for training. And whilst we see this, we now see that rebranding is in order and the President now calls it ‘Super Intelligence’ and that avoids the court cases where they take out the writings of Alan Turing and use that against these (now called) ‘Super Intelligence’. As such it is a clever ploy, but the ‘contracts’ out there will all require ‘reissuing’ if that is al all possible, if not the current court cases will commence, but new court cases are unlikely be successful because all the new court cases cannot use Alan Turing against ‘Super Intelligence’ I can still hold my ground and I will be proven correct over the whole range, but these ‘Super Intelligence’ can now hide behind a ‘miscommunication’ setting like they always do. I think it is hilarious that all these people hiding behind millions are so bad in communicating. Is that where their skills lie?

(Just asking), but there is a larger setting, you see this ‘Golden age of Super Intelligence’ will need rebranding and that is where the shoe will not fit. These investors have been suckered into the trough of Artificial Intelligence and I am speculating that these people will try to get out during or after the rebranding and cut their losses. Because they fear what they have since decently recent feared all along. They could lose what they once had and that is the next step in this ploy.  So when we get to “President Donald Trump on Tuesday announced a rebranding of the term “artificial intelligence,” saying during the United Nations General Assembly that from now on, it will be called “super intelligence.” “From this point forward, all of United States’ documents, and hopefully the world’s, will be changed to use the much more accurate term, ‘super,’ as opposed to ‘artificial’,” he said.” And it is the setting “hopefully the world’s” is where these second hand car salesman (aka AI vendors) see the setting that they are ‘merely’ adhering to what the President of the united States requested and required and it gets them off the hook (which is how I see this). 

So when we get to “Though the rebrand may have been a surprise to many, superintelligence is already an established term in AI literature. It was popularized in philosopher Nick Bostrom’s 2014 bestseller Superintelligence, which defines the term as “any intellect that greatly exceeds the cognitive performance of humans in virtually all domains of interest.” Artificial superintelligence, or ASI, thus refers to future AI systems that could be much smarter than humans, and contrasts with the weaker forms of AI that exist today.” And as far as I can tell, they all are silent on Alan Turing, that ship has sailed and now the age of damage control starts. They overreached and they fell short and now this so called golden age needs to be contained. These second hand car salesman all need to reset their views and they will all hide behind the miscommunication of new technology, but now it is all better, it will all be great and it will not. There is over two point five trillion dollars invested in all this and how do you think that will fare?

And I personally think the quote “But others say the possible renaming contributes to an ongoing conversation about AI’s growing abilities.” Relies not just on ‘contribution’ but to a larger extent to the stopping and avoiding of legal matters now in full swing. In addition ““‘Super’ does align well with the fact that AI is exceeding human capabilities in a growing range of tasks and by increasing margins, which can have distinct national security implications beyond simply matching human performance,” said Caleb Withers, a research associate for the Technology and Security Program at the Center for a New American Security.” Yet the entire ‘leap of faith’ the act in absence of data is also painted over. A strength that people have it seems that the article does not bare this out and the setting where we see this all important person named Caleb Winters is used to obfuscate what exactly? So whilst the article ends with “Trump reportedly worries that an AI slowdown could cause a market crash, and sees “super intelligence” as a critical sector for America to stay ahead of China. “Whoever wins AI, you have to remember this, and now I say, whoever wins SI, whoever wins super intelligence, wins. That’s the group that wins.”” And it is mere deceit. AI will take over a decade and that has been clear for some time, rebranding this does not alter the fact. And (as I personally see it) setting the “a critical sector for America to stay ahead of China” is even more laughable. Because the west is playing hockey with a Trump card (grok vs OpenAI vs Google Gemini vs whatever Microsoft has vs whatever Amazon has) and that goes up against whatever China has and so far I am not impressed with the results. I have no idea where China stands because I categorize all AI as fake AI, no matter where it is from and I gave my reasons in several articles. So far I have been proven correct nearly every time (I prefer nearly as I am unlikely to be  aware of everything) but the setting of this rebranding bothers me. In one setting that it was only possible if all the involved parties were aware of the dangerously thin ice they were on and as we get a song and dance of musical chairs where they all point at each other and state “We are abiding to the needs of our president” and more of that, all whilst they comprehended that this state was nearing its end. The Motley Fool gave us 4 hours ago ‘Sam Altman’s OpenAI Is in Talks for a New Funding Round Valuing It at $1.2 Trillion Instead of an IPO. Here’s Why He Called Going Public Now “Ill-Advised.”’ Where we see “In a recent interview with Fortune magazine, Altman said that — in light of safety concerns regarding OpenAI and other similar artificial intelligence platforms — “right now would be an ill-advised moment to go public.”

The safety concerns in question are the prospect that AI systems could make unchecked decisions on their own that result in measurable and meaningful harm to humanity, up to and including taking actions that cause human extinction.” I personally feel that this is a false statement and it has been a long time in the making and they fear (all these vendors) that the comedy caper ride is ending and as we n ow see the age of rebranding, there is more to come, but that takes time and the delay of over a decade will not be met and as I see it the involved parties are all aware of that. 

So, when you see these proclaimers of AI in the background, see that they are merely influencers trying to appease the hordes of people like flim flam artists and connected to all this are the vendors. The one advantage this gives us are these flim flam artists is the need to ‘adjust’ their story and I reckon that they aren’t all seeing eye to eye on any of this, because once burned twice shy. (An adjusted expression) and that is where we are at present and it is not over yet, not by a long shot and there is a third setting. Where exactly is China in all this, because that matters too. Because the actions of China in all this will reverberate all over the EU and the Gulf States and I wonder if the players in this game considered that. But as I see it, hatred of China won’t matter because the people have their vested interests and no interest in hatred that is where President Trump as well as the United States are flawed. So whilst we were given “whoever wins SI, whoever wins super intelligence, wins. That’s the group that wins” they seemingly forgot that SI is a new term, rebranding has a downside, it requires time and it seems that these wielders forgot about that. They need to rebrand their fake AI and at present the people are confused, it is all happening too fast and it is happening all whilst the people are realizing that their AI is not any kind of Super Intelligence. The people are realizing that they invested in an Edsel and you know what happened then, do you?

That is merely my view on this and I reckon that I am seeing it correctly, if not you can brand me the towns idiot. Because that is true too, I could be wrong. Only the king of idiots thinks that his truth is the only one that exists. I believe I am correct, but I will always consider that I could be wrong, it is a requirement of critical thinking. Have a great day you all.

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I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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