Tag Archives: Tokyo

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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As Hogwarts expands

That is the setting. We are given ‘Miral extends deadline for tender to build Abu Dhabi’s ‘Harry Potter’ land’ (at https://blooloop.com/theme-park/news/miral-construction-tender-harry-potter-land-abu-dhabi/) the quote is that “Miral has extended a bid submission deadline for a tender to build the new Harry Potter-themed land at Warner Bros. World Abu Dhabi on Yas Island. Per a report from Middle East media publishing company MEED, the deadline has been extended from 28 July to 4 August.” Implying that next week the Start of a  $545 million – $816m expansion is due to begin. And in addition we are given “Three new rides in Harry Potter land Miral announced the Middle East’s first Harry Potter-themed land in 2022. It will feature iconic locations from the Wizarding World, as well as three new rides, retail outlets, and F&B facilities. The 40,000 M2 addition to Warner Bros. World will join six existing zones in the park – Warner Bros. Plaza, Bedrock, Dynamite Gulch, Cartoon Junction, Gotham City and Metropolis.” As such The staff of Hogwarts will have to endure a rush of people howling “Yabadabadoo” whilst assaulting the death eaters. These death eaters are in a pincer setting as the other side will be shouting “Yibbity-Yabbity-Doo!”, those poor death eaters won’t know what hit them (nyuk, nyuk, nyuk)

And as I see it, the quote “Mohamed Khalifa Al Mubarak, chairman of Miral, said: “This is yet another testament to our commitment to continue to position Yas Island as a top global destination for entertainment and leisure, and a great addition to Abu Dhabi’s tourism offerings, contributing to the growth and economic diversification of the emirate.”” Is not entirely accurate. It is that international tourism will see Abu Dhabi as a much more appealing destination and with the ‘idiocy’ (as I personally see it) settings that America is setting with immigration, the costly ‘visa integrity fee’ and several other settings. So as I see it, Universal just dished out $7.7 billion USD (Hogwarts is merely a part of it) and the other park in Orlando will have a rather large problem. With the Hogwarts expansion, Yas Island becomes the most appealing choice for a whole flock of tourists, now definitely deciding that there will be a viable alternative for Orlando, and when Disney arrives in 2027/2028 also on Yas Island, Florida will see the largest downfall in economy they have ever had. When millions of tourists will select Abu Dhabi over Florida, the rest will become a mere escalation of something you could have seen coming miles away. But not to worry, I had the setting in view even as the media seems to be coming up short. In addition Abu Dhabi has the Formula 1® Etihad Airways Abu Dhabi Grand Prix 4-7 December 2025. I have no idea yet when the 2026 race is on, but for a lot of people combining the two would be preferable. Also there is a lot more around Yas Island. And the UAE has a much better visa setting where it is offered at a mere fraction of what America offers it. The setting was debatable (at best) when America was the only option, but that hasn’t been the case for almost 4 years. So now as America is bleeding money in almost every direction, the people in Europe, Canada, UK, India, Australia, New Zealand and China will consider Abu Dhabi and Yas Island as their destination in 2026, 2027 and 2028. So how many million of people will seek their preferred choice in EuroDisney (Paris), Efteling (Netherlands) and parks in Belgium, Sweden and several others. A setting that was there from the start. 

A setting that will also propel the UAE as a global tourist destination. They already were that, but the millions of Harry Potter fans had Florida, London and Tokyo in their sight, with Abu Dhabi added to the HP arsenal, I reckon that Florida (at present) is allegedly decently  much done for.

Have a great day and when in Abu Dhabi try the Emirati Chabab, it is a famous dish and decently yummy. 

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Social tainting in America

That is the setting as I see it. It is not a nice setting, but it is a setting that is about to overwhelm the American people. You see MSNBC gives us (at https://www.msnbc.com/opinion/msnbc-opinion/social-security-funding-shortfall-trump-rcna214505) less then 4 hours ago ‘Social Security’s crisis is a year closer — and Trump’s approach will make it worse’. Now before I go any further, this is an opinion piece. Not something that MSNBS journalists have ‘figured’ out. It does come from By James Downie, MSNBC Opinion Editor. As such it does seemingly been considered safe and true (whatever that means nowadays). I always saw this coming well over 5 years ago. But now we get “The Social Security Board of Trustees said last week that the program’s combined trust funds will run out of money in 2034 — one year earlier than was projected in 2024” I’ll be in my 70’s at that point and likely in a similar state. But the setting that this is coming is clear. I reckon that in 2-3 years it will be set to an end of funds mark of 2032. This is not presumption. It is mere speculation as tourism in America is taking a nosedive to losses in excess of 21 billion. Consider how many small businesses will be hurting around 2027 and these people will draining the social security finds even further. So, as we are given “Though Social Security counts over 73 million people as beneficiaries, the news went largely unremarked in Washington. And to be fair, there’s been a lot going on. But soon enough, Social Security will face a funding crisis — and President Donald Trump’s approach will only make matters worse.” You see, no matter what the turnaround will be. People in the Commonwealth and EU have had enough of American ego tripping as it comes without value for their travel tickets and they are now (read: next year and 2027) opting for Paris (Disney), Abu Dhabi (WB and Disney), Tokyo (Disney, WB) and a few other places. All theme parks in America will feel that impact, so staying in denial will not help. And it isn’t merely theme parks in this China is also making waves, as we are given “Yabuli’s ski tourism resort received over 1 million tourists by February 11, an 18% increase compared to 2024” 18% is a lot and it is getting stronger for China as many of the tourists shunning America will try Yabuli, China. In this even Canada will feel that pinch as the most common complain for Whistler has been long lines. People love British Columbia and they love the Canadians. It is just those massive waiting lines and that will need fixing (merely my view on the matter). I cannot say how good Yabuli is as I never been to China, but the food at the Chinese restaurants are delicious, as such I reckon they might be in China too.

And as we are given “When Trump and his allies do talk about Social Security, they say they’re going after “waste, fraud and abuse.” In his address to Congress this year, Trump repeated claims about Social Security going to “millions and millions of dead people” — claims debunked by his own Social Security Administration. The SSA’s acting inspector general reported in February that overpayment of benefits averaged $3.4 billion per year for the last four years. For context, the cost of the entire program in 2024 was nearly $1.5 trillion.” As such there is a lot wrong in this caper. As such we might see overspending in the wrong items, but the larger setting could be seen as “First, a bit of a background: Social Security is (primarily) a pay-as-you-go system — payroll taxes on today’s workers fund benefits for today’s retirees. From 1983 — the last time the program’s finances were overhauled — until 2021, Social Security took in more than it paid out.” This is as I see it in part due to the lack of overhauling the tax laws. Taxing the rich will not help here (it never did) but the tax systems needed an overhaul and that wasn’t done and as we see that this system is paying out more than it is bringing in shows that essential need. I predicted this (on other facts) close to twi decades ago and this was an element I never drilled into. So how were the lawmakers and the administrations that were active between 2001 and 2020 looking at? How did they miss this and gave the tax cuts to all the FAANG members and more? Because that is the essential coins that are missing at present. These lawmakers drove the American systems to bankruptcy (as I personally see it) and that is merely the start of a massive wave of mismanagement. It is nice to blame President Trump, but he is merely a factor, I agree a non-helping factor, but the people behind these laws have a rather nasty large responsibility here and as I wrote before. They were not doing the job they seemingly signed up for.

As such a lot needs to be done and we might think it will be the border patrol barring people from entry as they have a Vance meme picture (a case of a Norwegian tourist) but that one tourist is making all of the Norwegian tourists resetting their vacation and that amounts to a lot. We might not have exact numbers, but the last setting was that 58% travel abroad, at least once a year and a massive amount of them will not be going to America. This might just be 3 million of them, but these millions affect millions of other Europeans and as the Swedes and Danes look at their Norwegian brethren it suddenly amounts to an additional 10 million seeking other destinations. And as such I reckon that before November we will be given a number that will look disastrous against the $21,000,000,000 predicted now. And these people will all tweet, X or tickets tock it all on social media and that amounts to a lot more than America will be comfortable with and as the ‘rigorous’ seeking social media of the arriving tourists continues, more nations will drop America for a better deal. As such as we see that still happen in Q4 2025 America will lose whatever tourists they thought they had and this is undeniable. As the media loses more and more credibility, the fake news spreaders will keep the American arrival halls even more empty. A setting that hasn’t ever happened. The dream location that used to be America will become another place. These two are connected. It isn’t merely what funds the SSA will be missing out on, the setting becomes that “More than four million people will turn 65 in 2025. It’s a phenomenon known as Peak 65. It also means a lot more people are getting ready to retire. Financial advisors said that makes saving for retirement an even bigger conversation.” And at present there is every indication that a lot of them will not be bringing in funds to the SSA, as such the shortfall for the SSA increases and that is only looking at tourism. All connected businesses will suffer. Theme parks, B&B, small businesses who rely on tourists and that list goes on. So, consider that 11% less tourists are taking taxi’s or public transport. How much will these two suffer? This isn’t merely a ripple effect, it is ripple upon ripple upon ripple. And that is showing to be waves of damage. It is a vicious circle that impacts all businesses in America. 

So as some might realise that the impact is a lot worse than expected, consider al the downfall it will bring to the SSA (Social Security Administration) and that might give you the show that the telling that the Sea runs out of money in 2034 might seem optimistic and that gets us to the loss of additional years. As such 2032 might still seem optimistic, and I could agree, but there are other factors. You see, whomever replaces him in 2028, might have other numbers but there is every chance that at that point it will be too late. For the simple reason that you cannot fuels the SSA in three years and that gets us to the prediction I made around 2015. I am not an economist, but I saw this happen at that point and that was before I knew what a dangerous situation the SSA was in. So, do you still think I saw it wrong? It’s OK if you do and if you do not agree with my assessment, that is fine too. You shouldn’t just trust me (or anyone else for that matter) as such you need to ‘rely’ on whomever you trust. I am merely telling you what I saw and when I reported it and that is a timeline you can use to rely on me, or to debunk me. Both are equally valid as I see it and I don’t make any claim of having the better truth. I can be show the wrong facts and I tend to use the media with links, so you can make up your own mind. I merely see (in this case) that MSNBC is giving me a similar setting that I predicted using very different facts. As such I feel validated, but the term validation is a stretch, I know that. So make up your own mind and as these facts are shown to be true and America could go from bad to worse, consider where you and your family are and where you might end up. 

Have a great day and consider having a lovely time today. As I personally see it, good days are seemingly becoming harder and harder to come by.

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The dress is wrong

It seems correct to use this expression when this is a follow up to ‘All Dressed up’ which you can find (at https://lawlordtobe.com/2025/05/31/all-dressed-up/) in my blog and written a little over 3 weeks ago. I saw the impending fallout and now there is too much to ignore. You see, we now see (less than an hour ago) a story from Travel and Tour world giving us (at https://www.travelandtourworld.com/news/article/trumps-impact-on-u-s-tourism-a-crisis-thats-becoming-hard-to-ignore/) ‘Trump’s Impact on U.S. Tourism: A Crisis That’s Becoming Hard to Ignore’ and it has off springs in this matter. You see as we are given “For years, the United States has been a top destination for international travelers, drawing millions from across the globe, particularly from countries like Germany, the U.K., and Canada. However, since the start of President Donald Trump’s second term, a noticeable decline in international tourists has emerged, signaling the onset of what could be a long-term tourism crisis. As the U.S. struggles to regain its footing as a global tourism hub, several regions across the country are starting to feel the economic impact.” This statement is putting it mildly. One source even gives us “The United States, once the undisputed leader in global tourism, is witnessing a seismic shift in traveler preferences. Over the past eight years, a cocktail of restrictive visa policies, trade wars, and polarizing rhetoric has driven a 9% annual decline in international arrivals since 2017. This exodus of tourists—projected to cost the U.S. economy $22 billion in 2025—has created a rare opportunity for investors to capitalize on emerging tourism hotspots in competitor nations.” With the limelight caught with “a rare opportunity for investors to capitalize on emerging tourism hotspots in competitor nations” and the UAE and Saudi Arabia will be profiting from this setting. As will Japan, China and Europe. In an age where America is bleeding interest over a debt of 36 trillion, a loss of 22 billion will be felt through and through. Oh, and that 500 billion investment that is called Stargate (an odd thing to do, name an IT project off an Sci-fi tV series that is founded on fantasy) is currently in the running to hit a few snags and that will have a longer lasting effect than anyone can gather. As such 2026/2027 will likely be the last year that the world speak of the United States of America. As soon as it is possible California will try to be the bear republic (something to do with the flag) and the Washington State will likely move mountains to become part of Canada. In that setting as America’s social settings will collapse the American people will feel and see themselves and all their neighbors decline in a way America hasn’t seen since the great depression and this time it will be worse. 

And we get more “Stricter visa screenings, prolonged wait times, and high-profile detentions (e.g., a British tourist held for 12 days in 2024) have fueled fear among travelers. Canadian land crossings, once bustling, now see 44% fewer vehicles due to U.S. tariffs on Canadian goods. Meanwhile, 36% of Canadians who planned U.S. trips in 2025 canceled them, citing safety concerns.” This is not a simple setting. It is fueling fear that America is no longer the space to be and last week Australians were given ‘Australian tourist’s warning after being deported from US in ‘traumatic’ ordeal’ and it isn’t a nice setting (source: news.com.au) “Mr Kitchen said he had done a “superficial clean” to remove any potential red flags a US Customs and Border Protection (CBP) officer may “uncover with three minutes of glancing”. But he did not prepare for CBP to have already looked at his online presence before he even made it to the long customs queue at LAX.” I would personally view this as a setting would only see in books, or FSB documentation. American policy is pushing tourism away. Which is fine by me, but I reckon that Universal will gain that back from tourists (what tourists?) They just invested 8 billion in their new Epic Theme park and it looks amazing. There is just one catch it needs people and YouTube showed you all yesterday a theme park absent of visitors. The most beautiful theme part America has ever seen, pretty much perfect in every way is seeing no people and queues for many rides that are seemingly less than 15 minutes. You think the economy of that setting can recover? The people will be much happier visiting Yas island in Abu Dhabi with 5 parks right there (and a mall that is amazing to behold) with a train connecting Abu Dhabi and Dubai in 35 minutes, I reckon that 2026 and 2027 the UAE will become the place to be which amounts to not only Europeans and Asians seeking a new holiday spot, but many Americans will join that queue in a heartbeat.

So as we are given “As the U.S. tourism industry suffers from a reduction in international visitors, the impact on local economies is becoming increasingly evident. For cities and regions that rely heavily on tourism dollars, the decline in foreign visitors means fewer hotel bookings, reduced spending in restaurants and shops, and a general downturn in the hospitality and entertainment sectors.” As such America created a place for themselves where no one wants to be. Not even Americans. And when that shift is completed, how will America pay for the annual interest of $1,620,000,000,000 because that is what 4.05% interest looks like and when the essential services collapse, the fallout will be EPIC (not like the empty theme park) and that is something the media was eager to hide as they have advertisement quota to fill. The problem is that this is short sighted as American businesses are about to no longer afford those. So where to next? China? Isn’t that what this American Administration was eager to prevent? 

And I only mentioned Universal. So how about Disney? Their largest success is about to become Disney Abu Dhabi (earliest in 2027). A side I didn’t consider in my initial calculations was given to me by Invest. They give us “Anti-immigrant policies and LGBTQ+ restrictions (e.g., biological sex mandates on visas) have alienated key markets. Western Europe’s unfavorable view of the U.S. hit record highs in 2025, with 50% of Britons and Germans now avoiding U.S. vacations.” I get that this would have an impact, but 50% britons and Germans was a little more then expected. I heard a saying in 1999. “First you get along then you go along” I personally see saw it as a BS expression. Something the greed driven say to get what they want. I never expected to see it in this light, I never did. But the signs are unmistakable. California is supposed to be the richest state, its economic offset is in the top 10 globally, now we get “A major factor is the projected 9.2% drop in international visitors” that is massive. Hotels and restaurants will see the hurt. Established places will likely survive, the rest becomes a debate for speculation. And if revenue goes down a mere 5% for the 10% loss of visitors, as I personally (speculatively) see it, we will see a 4%-5% of people losing their jobs. In a state the size of California that is big. A source stated “Los Angeles is experiencing a significant drop in tourism, particularly from Canada and Mexico, with some areas reporting a 25-30% decline in international visitors” and California is just starting to repair the fire damage it has had. As such the movie industry is likely to find places in Canada (like Vancouver) to see their productions get through and that is not all. A massive rewiring of streaming services might be required all these elements come with costs and in America that might be tax deductible, yet that puts the America administration is a massive bind. When revenue falls and taxable revenue falls too, the setting becomes a bit of a problem, especially when 1.6 trillion is due at end of every fiscal year. I wonder if the orchestrators of this revenue venue had seen this through. 

So whilst the theme part lovers are pushing for Tokyo and Abu Dhabi as their next destination, where does that leave America? They could ask Canada to help out, but that bridge was already burned. The penguins on McDonald Island don’t care and they will heartily repeat the message dolphins gave us, as such “So long and thanks for all the fish”

A lovely Douglas Adams setting, so as America is dragging its feet against Iran and the people of this world. They might be losing tourists now, but in a short time they are also losing allies and even people ready to listen to them. One leads to the other and as America has less and less money to spare, the people who were ready to listen to them will turn their ears to China and the Arabic nations. In less then three decades they lost what took more than a century to build. And Wall Street? Well, they will just move to London, Dubai, Tokyo and Paris. Although, when the dollar goes, the sight of Tokyo might become mighty grim soon enough.

Have a great day. 

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Mislabelled fear

That is what I saw when I took notice of the news in the Guardian called ‘US’s $2.36tn tourism business fears ‘Trump slump’ over tariff turmoil’ (at https://www.theguardian.com/us-news/2025/apr/15/trump-tariffs-tourism-business) we might look at “Warnings emerge even as effect of economic and political turbulence on the foreign visitors to the US is hard to define” I disagree, you see, slices from UK (69 million), Australia (26 million), New Zealand (5 million) are now avoiding America mainly because of the Canada (51st state) issue. We took offense and even as I yearn to see the Epic Universe, I have decided that if I do get to pick a vacation, I will choose Warner Brothers Abu Dhabi over Orlando. I know that Warner Brothers will still see my money, but in this case 70% will go to Miral, a United Arab Emirates operator. In that same trend many will seek out Euro Disney, Parks in Tokyo and a few other places. And this is not for a mere year, this is for the duration of the Trump administration. Some insults are just a little too much to bear. Oh, and the Canadians with their 40 million people are also avoiding America. I didn’t think that it amounted to 5%-10% of $2.36tn but that could be because America insulted a little more than just the Commonwealth setting. Perhaps others see the weak American setting, perhaps the stage of the Ukraine is equally as upsetting as the Commonwealth setting. America has been kicking the wrong legs, just as interest payments of a 36 trillion dollar debt is due, America loses a lot more income. As such there is nothing that is hard to define, it is the cost of doing business and that part is becoming increasingly hard. 

So this fear is mislabeled, the proper labelling is seen as the price of insulting people, the price of neglecting people and as we see Europe taking additional steps like the fear of espionage on their people by Americans, we need to see that this will take years to undo, especially as Orlando just launched the biggest park in human history, 110 acres (45 ha) in the park itself and the overall size is 750 acres (300 ha), which comes at a cost of $7.7 billion to build, which is stated to be one of the largest and most expensive theme parks in history. Now consider what it takes to get this going, the hotels, the retail stores staff and such costing a bundle in its own right. So as we see the $2.36tn and the 10% lessened revenue and a slice is on that part. Epic Universe will do ok, because it will have millions of Americans wanting to see this place, and the use of influencers was well played, they all showed a place that nearly everyone wants to see. As such the lessened revenue will be felt all over America. Because those wanting to see Epic Universe will take their share from the other places. And that is merely one place. A mere fortnight ago we were told “Several nations issued travel warnings about potential safety risks in America, including Japan, Australia and Canada” others will take notice and that is the larger setting for America for now. So what will Comcast Corp. do? Put it all in a bad bank mortgage and loan and write it off? That would be the economic player will do, as such America will lose a hell of a lot of taxation these several years. Another part of the equation shown in a simple setting. What will happen? That is not for me to tell. But that is the setting that the Guardian is seemingly overlooking. 

So as we are given “Warnings that international tourism to the US could be hit by Donald Trump’s effort to re-engineer economic and political relations with the rest of the world are slowly emerging.” With an added “The Las Vegas Visitors and Convention Authority said last week it was projecting a 5% decline in room tax revenue for its upcoming budget – a decline that may reflect Trump’s trade disputes with Canada and Mexico. Those countries account for 2.6 million visitors to sin city, or half of international travel trade.” As such these two countries account for half the international trade? It seems that America created its own downfall, as I personally see it. And as we see the trend evolve, we need to understand that next year that trend will continue and as Europe, the Commonwealth and others will seek other paths to joy like Abu Dhabi, Dubai, Paris (EuroDisney), London,  Beijing, Tokyo and other places, the losses for America will add and add. 

They wanted to overwhelm the tourist industry and due to political pressures, they merely shown the other places that they might be more desirable. As such, the problem wasn’t hard to define, the Americans merely needed to look into themselves and the problem will exasperate. Consider these places and how they rely on international students to get cheap labour, as the BBC reported last week “Marco Rubio says US revoked at least 300 foreign students’ visas”, and that will have a trickle effect on those still seeking international student visas, they are more likely to seek education from other, non-US places. And the top 50 of universities has plenty of offers on the table for its pending international students. This might seem little, but plenty of business rely on the next batch of international students. So as you are sitting in a theme park hoping for a quick coffee, think again, they might be down a number of staff members because this is a short term impact, the term of summer and that is about to hit all the places that rely on the new batch of international students and with them gone their hiring approach needs to change fast. 

All these elements can be foreseen, but are these places taking notice? America is going through huge changes at present and that place is not ready to face the serious impact of the political pressures they tried to set to other nations. These nations are now retaliating in other ways and Canada seeking other location, other drinks and other choices was a mere first step. With Europe joining their homegrown defense spending, America will lose more and more. All this I put in my blog over the last 3-5 years. Even without President Trump the signs were clear, now they are merely escalating revenue losses and that is impacting America in a few ways. Tourism is merely the latter step, but this is the more visible one. It trickles down to nearly every level of the population, still, that might prove fruitful for people who had been unable to find a job. Still the report of a loss of $118B – $236B is not nothing, add to that lessened defense spending and the people not coming now, will hit tourism the clearest, but this loss will go into nearly very level of the American industry and that impacts small businesses a lot more than foreseen. 

This is merely my view on the matter, but I have been writing on these dangers for some time. Have a great day.

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Puzzlement

That happens and it does not matter how bright you are. At times you get the message and it makes no sense (at that moment). I had that yesterday with an article by Fortune (at https://fortune.com/2024/11/17/luxury-goods-lvmh-kering-bain-broken-promises/) we get ‘50 million people have stopped buying luxury brands like Dior and Burberry after ‘broken promises’ to customers’. The first question that pops into my head was ‘How do they get to these numbers?’, lets be clear I am not accusing anyone of anything. Yet that gives us the 100% of Tokyo and Sao Paulo together. To collect that amount of data requires a mind boggling amount of data. I lost track to the article as Fortune hides behind a paywall and I am not that stupid to fall for the ‘disaster’ sales technique. The article gives us brands like Burberry and Dior. As such Simple questions become apparent. 

What form of verification was used?
Data in itself is the biggest liar of all. A simple mistake of cleaning and verifying the data is essential. Example is the question ‘Are you pregnant?’ Is a nice one, when the men are not cleaned out of this setting we get an astounding 50% offset (if we are lucky). The man (always trying to be funny) will answer no, because it is the truth. 

Then we get the broken promises. 

What evidence is there?
I get that Fortune gives us “On some level, brands have broken their promises to consumers” the voice (read: writing) of Marie Driscoll an equity partner. So what evidence are we given. The to some degree aggregated setting gives us LVMH, Burberry and Kering. There is a mention that they missed revenue targets. And suddenly we see that they are surpassed by Ozempic (a Pharma solution). We see not mention of any broken promises. We see all kinds of excuses and no actual mention of broken promises. At best we get the term brand fatigue. Actually I made mention of this in an article in January 2024 called ‘That one sided conversation’ (at https://lawlordtobe.com/2024/01/27/that-one-sided-conversation/) my issue is that malls (and brands) need to set their focus to engagement. I even created the setting to do just that And I had the Toronto Eaton Centre as an example as well as the Dubai Mall (and a few other places in Dubai). I never considered broken promises, and as I see it Fortune has no real setting for that either. If you have 50,000,000 consumers. You have data. Whether the consumer told a porky pie (read: lie) or there is another reason like they ran out of cash. The simple setting is data and the article does not give us any. The article is (as I personally see it) a sham. We are given “an equity Analyst told Fortune” the name appears later. Yet, if I had this to say you mention that name EVERYWHERE. And the article goes one step further “Now 50 million luxury consumers have either ditched buying designer bag, scarves, watches and more — or have been priced out, Bain & company’s new annual luxury report warns

I personally believe that LVMH, Burberry, Gucci (et all) need to demand that data from Fortune. I wonder how long I need to shift through that data to see an astounding amount of gaps that could get Fortune into hot waters? 

I got to see the article in my mobile, but not my laptop (another fine mess I got myself into). 

In these troubled times I have no issue with missed revenue targets and I feel certain that their investors do not have that issue either. The very rich know how they are doing and for the most they also know that of their peers. So if only 2 get their numbers that quarter, they are certain that about 80% will not go shopping everywhere. Optionally they will push back their Burberry suit or dress. There is no shame as I personally see it (and for the record I have never had enough money for a Burberry suit). 

As such my puzzlement. Fortune was always seen by me as a straight error in ‘reporting’ and this article basically threw their credibility in the trashcan.

The Second sight
That comes from the reference to Bain and Company and the stage that was referred to. The headline there was ‘Global luxury spending to land near €1.5 trillion in 2024, remaining relatively flat as consumers prioritise experiences over products amid uncertainty’ an article by Claudia D’Arpizio and Federica Levato. There we see “And yet, 50 million luxury consumers have either opted out of the luxury goods market or been forced out of it in the last two years. This is a signal for brands that it’s time to readjust their value propositions. To win back customers, particularly the younger ones, brands will need to lead with creativity and expand conversation topics. Simultaneously, they must keep their top customers front and center, surprising and delighting them while rediscovering one-to-one human interactions. For all customers, it will be critical to double down on personalisation, leveraging technology to achieve it at scale.” That is a view I can get behind and there is no mention at all of ‘Broken Promises’ (anywhere in the article). These two youthful young sprouts basically confirms my believes that it is about engagement. It does not matter how (I personally chose a generic setting) to engage the consumers in a much larger setting of a place and not a specific brand. I do not disagree with “rediscovering one-to-one human interactions” but as a technologist I prefer my Chicken Shawarma in a one to many configuration. And I do get that to address the very wealthy (aka filthy rich), a one on one setting is likely preferable. But that was never the reason for the IP I created in that setting.

And I for one personally believe that you can ditch the Fortune story and go straight for Bain & Company (at https://www.bain.com/about/media-center/press-releases/2024/global-luxury-spending-to-land-near-1.5-trillion-in-2024-remaining-relatively-flat-as-consumers-prioritize-experiences-over-products-amid-uncertainty/) the article is quite remarkable. And it was a pleasure to read too. I get that the numbers game can be nerdy and dry, but this story is uplifting and a good thought to address, for anyone in retail that is.

In the end what did Fortune do? Very little, all praise to Bain & Company here.

Have a great day all.

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Credit where credit is due

I was in a setting where I had to look at YouTube videos of the Hogwarts theme parks in Orlando and Tokyo. I saw a lot more than that. I also saw some Disney World places (for different reasons) and it struck me that there is a lot that is the same. I do not men Hogwarts, I meant that the Universal sites all work on the same premise. Now, this is to be expected, however the Disney places and the Universal places are a lot alike, more alike than unalike. 

This is not any kind of critique, it just is the way it is. Then we get the Abu Dhabi Warner Brothers world. Now they are all excellent in their own way and if you are a Harry Potter fan as I am, an uneasy feeling comes over me. Don’t get me wrong, these places, there is nothing wrong with them. As I said, they are too much alike. It seems that we are all pushed in the same box (painted in some colour). 

It then struck me that I might be too spoiled. I grew up in the Netherlands. As I can see it, there is nothing like The Efteling, besides the Efteling. Yes, it too has rides others have, but the setting of the Efteling, with a lot of Anton Pieck favoured styles is basically unique. In this places like UAE (Abu Dhabi) or Saudi Arabia (Riyadh or Dammam) might be in need of an Efteling styled theme park and it does not need to be a copy. The Efteling has a fairy tale forest and in Europe they strike a chord with these fairy tales. But a desert place where we can see the fairy tales like they exist in the Arabic nations would have a national and international appeal. There are “Aladdin and the Wonderful Lamp”, “Ali Baba and the Forty Thieves”, “The Seven Voyages of Sinbad the Sailor”, “The Enchanted Horse” and many more. I think that most Arabic Fairy tales come from the 1001 nights book, but I could be wrong there. You see the world needs more that a Universal setting. The Efteling has earned its place amongst the theme parks with the highest awards. In 2020 they had more visitors than Disney Paris. I believe that the fairy tale forest gave the people something they had forgotten. In this I blame Disney, they fed us what to like and didn’t inquire what people would like (the cost of the park and the waiting times at rides might have been a contributing factor). So as we turn to the UAE (or Saudi Arabia) for what to seek, the international market might like an original fairy tale forest with unique stories. Optionally stories from other places like Indonesia as well. In this I feel that an Efteling approach might give people another way to look at things. There is still enough space for places like Warner Brothers, Universal or Disney. Yet consider the aging IP, as such a new park can be done in the ‘trend’ of Efteling, but need not be a copy. 

There could be stories that would be present in both, no doubt about it.

There is the Gardener and the Fakir, I saw this on my first visit in the 60’s, it never lost its appeal to me, not ever when I saw it again in the late 90’s. Then there is ‘het spook slot’ (the haunted castle).

It is now either already demolished or it in the process on demolition, to make space for something new. That place had been around since 1978, I saw it in its first year which was my birthday present. The attraction had remained active for over 40 years, the show shown there which lasted about 7 minutes took an estimated 800 people per hour. And this was based on technology we had at that point. As far as I can see, unique experiences and there is more to be seen. But in reality, who has actually read the book 1001 nights? Wouldn’t it be great if someone had a different theme park based on Arabic lore? 

There are many ways to do this. I still believe that ride like pirates of the Caribbean with the boats, but they take you on a show though several fairy tales, narrated by Sheherezade. The ride would be about 15 minutes, taking you to the next stage which would be on foot showing you more fairy tales with rest rooms and snack sites, after that another boat ride of the same length and that is one side of the tracks. Then we could do more walking and see places like the Gardener and the Fakir and other places. The problem is a lot needs to be ‘in house’. These two places are just too warm in summer. In a previous article. I discussed part of this in Ratatouille (at https://lawlordtobe.com/2023/11/20/ratatouille/) I had some ideas based on droomvlucht (Dream Flight) but now set on a magic carpet like a real Aladdin. An expansion for the Warner Brothers park, but it could become its own place, with new attractions and a wholesome dive into Arabic fairy tales and It could be in Saudi Arabia for pretty much the same reason. You see, the lesson that places like Disney never learned was that there is something like saturation. ‘More’ at some point becomes ‘too much’ and infrastructures tend to collapse when we reach the ‘too much’ point. I cannot speculate here, it requires an econometrist with serious skills to make a better estimate. I perceive it to be a setting of balance. If the theme park is in the left hand, you need something another kind of fun in the right hand, so that balance can be reached. What that is? Not sure, but I imagine that Abu Dhabi with its waterpark, zoo and Warner Brothers has a seemingly good grasp of this balance. So is that the right place for this new park? I cannot tell, but it seems so sad that they are all copying Disney and Universal and the idea of another Efteling with its own unique features and a dozen global awards is largely ignored and thy aren’t just any awards. They won in 1972 the Pomme d’Or and in 2018 the Themed Entertainment Association (TEA) award. Disney lost out on both that is one hell of an achievement. Especially as the Efteling has nowhere near the cash Disney has. 

But that is merely my point of view in this matter, enjoy the day, Monday is a mere 3 hours away for me.

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Speculating towards something?

That is the setting, I have been keeping my eyes on Bangladesh for more than one reason. You see, Bangladesh with its 170,000,000 people represent an upcoming population that has never been considered for several retail groups, but that nation could become a more important group. China sees this, Saudi Arabia sees this and that is where the next article comes into play. The article (at https://www.eastasiaforum.org/2023/11/18/japan-brings-bangladesh-into-the-folds-of-new-security-framework/) gives us ‘Japan brings Bangladesh into the folds of new security framework’ which also gives us “Japan maintains economic partnerships with most Asian countries, particularly Bangladesh. Dhaka has received around US$25 billion in development and economic assistance from Tokyo since 1972 and around US$9.2 billion of this has been overseas development assistance.” I believe it is one truth, but not the one that matters to Japan. When America implodes, so will Japan, unless they make new friends fast. And when Japan embraces 170 million Muslims, they stand a chance to get some relief from Saudi Arabia and optionally the UAE too. That is what I am speculating is behind this move. Yes, there is a stage that Japan can use for retail purposes, but there is a larger stage. As per March, Japan is dealing with a $9.2 trillion debt. When America collapses (not if, when) Japan will lose a lot more and whatever they have banked against the dollar will fall away, as such Japan needs another path. China is not one due to historical stages, Russia is equally unavailable. As such this path seems the most intelligent one and even as it is not the best path, it might be one of the few left available to the former friends of the United States. And in continuation of this speculation, when things implode, the BRICS players would like to keep as many as larger players on their side as possible and Japan is not great, it is a huge economic player. 

So as I see it (and I could be wrong), Japan and a few others will need to realign their priorities in allies and economic sides and Japan seemingly just made their first move. I wonder when either Saudi Arabia or the UAE will set another path towards Indonesia and its 273 million citizens. This makes the setting fro BRICS a larger one, with two additional nations they get almost half a billion consumer and this is the stage that is merely in its starting place. When these two nations get the chance to become workers in Neom, optionally additional domains we get a new setting for economy and that is where Japan is banking on. It is trying to get a slice of that pie and as 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. 

Am I right? Am I wrong?
That remains the question, my speculative view comes from the data available to me, it does not make me correct, but I see it that I am more likely than not correct. A stage we all faced. I am willing to become critical of my view, slice and dice it, merge the data streams and see what I can prove through that. I am still a decent amount away from proving it all, but I feel that It is clear that Bangladesh wasn’t merely for some security framework, the larger stage is still in play. It is still fluidic but the media at large is less and less reliable. Consider the media streams that gave ANY view on this stage and then ask yourself the question why did they not make mention of it? 

Just 20 hours until my weekend is over, enjoy yours.

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Lining

That is the setting. You see, you might not be aware. You might merely see one negative article and dismiss it. That is fair enough, for the most I would have dismissed it too. Yet when you start using Google Search on topics like (for example) “Neom” the negativity list starts adding up and they all have something negative to say. 

A long time ago
So lets take a small sidestep towards the young days of your grandfather. It’s 1886 and plans are made for the world fair 1889. An architect named Gustave Eiffel ends up constructing the Eiffel Tower. It was met with ridicule, criticism and a fair amount of hatred. It is now the most recognised building in the world drawing almost 6 million visitors last year, and they all have to pay. The prices vary, but it amounts to about $75 per person. Do that 6 million times over. I reckon that that so called ugly building has earned its investment back a few dozen times over. 

So back to today and this time I am not using the media. This time I am relying on Popular Mechanics (at https://www.popularmechanics.com/science/green-tech/a44966174/saudi-arabia-line-city/) where we are given ‘Saudi Arabia Is Building an Entire City in a Straight Line. It Makes Zero Sense.’ I wonder why it makes zero sense. You see the start gives us “mathematicians broke down the numbers and calculated what the typical commutes in such a city would look like, discovering that it’d be better the built the city in a circle rather than a straight line” and there I am wonder for whom it would make sense to have a circle?

For the inhabitants of the Apple frisbee? For the Pentagon? Consider the life of most of us. We start at home (point A) and we go to work (point B) we travel from A to B to A and in between on that route we get our shopping done. A straight line makes perfect sense to some, not to all, but to some and the most important part in all of this. This has never been done before, just like the Eiffel Tower. I reckon that by 2050 any web satellite camera will have zoomed in on the line a thousand times a day, because as webcams and YouTube satisfies our needs now, a camera version of Starlink will most likely satisfy the curiosity of our grandchildren. 

The question
What I do not get is the massive amount of negativity around this. Neom and the line are two places that have never been done before and has never been contemplated in history. Neom might become the first megacity that writer John Wagner and artist Carlos Ezquerra erected in the comic book Dredd in 1977. A city 22 times the size of New York and Saudi Arabia (not America) is making it a reality. And they are doing it all whilst they have the fastest and most complete 5G network on the planet. As such I am giving them the benefit of the doubt. I have to because in my young days I studied ships engineering, not civil engineering (long before my IT and law degrees). In California a circle makes sense, a circle surrounding a park, but Saudi Arabia has a very different eco system and it is a fir bit longer too. 

Then we are given “The city—stretching from the Red City to the city of Tabuk 110 miles away—along with its estimated 9 million inhabitants would be entirely car-less, and instead be tied together by a high-speed rail system that could travel from one end of The Line to the other in just 20 minutes.” Another thing pops up. America and Europe have entire micro economies based on cars and transportation, they would not exist in the Line. Then the train system. A 20 minute ride from end to end. Consider that this line is 170Km long. In the Netherlands that covers Groningen to Utrecht and it takes that train 2 hours to get there. 600% longer and OK, they stop a few times, and it isn’t high speed, but that is what there is and you cannot make high speed trains work there under those conditions. 

The one part we are missing is that the line is 500 metres high. As such the building is significantly higher than Central Park Tower (longer and wider too). It raises even more questions, questions I can merely grasp at, but the others are merely coming with negativity. I wonder why. What I like about it is that no one has ever done this before and here Saudi Arabia is leading the way. If they pull this off (and I hope they do), the west needs to take a long hard look at itself. We might see all the experts talking the BS they do, but when this is done we get to see the excuses, the blame game, the lack of insight and the media would be regarded as culprit number one. 

Popular mechanics also had a few good idea’s as they tend to do. They give us “Although the paper mostly focuses on the mathematical shortcomings of The Line’s design, it also brings up some good practical problems. If the city’s main train line malfunctions for any reason, for example, it could effectively cut off residents from millions of people—an idea that’s unthinkable in today’s modern metropolises.” And that matters how? I have two best friends. I haven’t seen them in decades as they live on another continent. I have video chat, phone and email to keep in touch. Beyond that my connections over the last two decades have been work and social events around me. I never had the need to meet up with millions and the train is a realistic idea, but things break and things get fixed. Perhaps the train line will have a spare line? Just a thought. In todays world people have become self isolating, it is a result of all kinds of reasons, perhaps the line will offer an alternative?

If there is my need for realism, it becomes the setting of the 500 metres height. There might be all kinds of reasons why it is that high, but on what levels will people be? And then the idea that this one line will house 9,000,000 people. The largest three cities are Tokyo, Delhi an Shanghai, still a fair bit larger than this line, but what area do they cover, what pollution do they create and how much of the ecological side are getting destroyed in the process? This is the consequence of old day thinking. As such the line is starting to make more sense, but it is also a place with more questions. I reckon time will take care of most of them, just like in the days of Gustave Eiffel. Evolution will take care of itself and when one is done the next will come and then one more and for now Neom, the line and Mukaab (which will be 400 by 400 by 400 metres). All in Saudi Arabia and all dwarfing most other architectural achievements. Three places clearly visible from space. So why the negativity? Perhaps the EU and US are realising that they are done for, but who instigated that part? Was it their lack of evidence (small 5G reference), their inability to create because they are now too broke to get anything done? You tell me, I am not sure of any of it. But no matter how these three are completed, it seems to me that Saudi Arabia has its focal point towards the future, all whilst America in true Excel style merely looks at the next quarter, a time frame that does not allow for projects that we are currently seeing in Saudi Arabia. 

There was one final thought that hit me at the end of all this. The article gives us “If its 9 million inhabitants are homogeneously distributed in the city, each kilometre will have roughly 53,000 people” from that point of view it is denser than Manilla, the most dense city in the world with 43,064 people per kilometre. You see, it isn’t the fact that Manilla isn’t the densest city, it is that these metrics would no longer matter because based on the EIU’s Global Liveability Index for 2023, Manila placed 136th among 173 cities. Then we get that the current metro area population of Delhi in 2023 is 32,941,000 almost 400% higher than the Line. Certain metrics would become obsolete and I reckon that there is every chance that a place like the Line would grace the top 10 of the EIU’s Global Liveability Index from the very start. Did anyone consider those metrics?

Enjoy the upcoming last workday of the week.

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For Saudi brethren

This morning when I created ‘Crossover salad dressing’ (at https://lawlordtobe.com/2022/08/23/crossover-salad-dressing/) I wrote “I came up with several ideas to propel Neom and the Line in such ways that is not seen at present, so why not? Are these marketeers (most likely in London) losing the plot of what might be?” And as such a few were eager to make me say how. It is fair enough, and in this case I do not mind. You see, others are seemingly incapable of figuring things out. So now I get to open that door and show what others were not able to figure out.

Awareness
Some people seem to believe that it is all about awareness. That used to be the case, but now it is different. There is so much noise in awareness, through click farms, through trolls and through fake message makers that the numbers in Twitter on awareness, on likes in Facebook, hearts on Twitter. The numbers are no longer as reliable as they once were. Engagement is the real metric. Engagement also creates awareness and that awareness is real. So how to coin in on this? Well we see the Neom and the Line options in Twitter. The problem is how can we propel those two projects? Even as the same option is for both, lets focus on the line. 

I see the creation of awareness through the people, to engage them and to offer them something new, something that all can use. In that setting we create (what we will see later) a stage. A stage with two images. That stage is placed in three locations in a large city. London, Toronto, New York, Chicago, Los Angeles, San Francisco, Tokyo, Paris, Beijing, and that list goes on a little longer. In the first stage we have 5 sets of 3. 5 cities get a set. And we have three locations. Mostly malls, although in London we should avoid Harrods (too expensive). Now the three locations have a stage where people can make selfies and put them on social media, use them to create little quick-films and a few other things. They will propel awareness in many ways. They merely needed a stage. 

So each two weeks the stages rotate over the three places and after 6 weeks, that set moves on and the second set comes to this place and now we have three new sets. That is the setting 5 sets each having two images. Each image on a canvas 5 metres by 3 metres, with optional representation with leaflets and more. It would be best if these stages are in a city that has a Saudi consulate or embassy, for support reasons. As such we have 15 locations and for 30 weeks these 15 locations will propel the Line in social ways. People taking selfies, people sharing how they look in the Line, in Neom and that same set could then got to 5 new locations and over that time thousands will share their selfies on social media, share with friends and family and propel awareness all over the internet to thousands that might never have seen the tweet, the news or the stories. A propelling machines that is fuelled by looking cool, by looking different and by looking unique. A stage that these marketing people could have seen coming a mile away and could have been set months ago, if not almost a year ago. So why did they not see this? Perhaps the Saudi spokespeople decided against it, decided on other paths. That is possible, but is it not the duty of a marketeer to  hand all options? To give alternatives? So why am I the one giving them this? Because I believe in Neom and the Line. They will encourage the dreamers to dream what comes next and I am now too old to be that next cycle. I have what I created, I have what I possess and I have what I concocted and this is merely a slither of my concoctions. It should not be that difficult. Just a simple setting of what is visible and what could be made visible. As such I leave these thoughts and ideas to my Saudi brethren and may they push the ideas of Neom and the Line to places where they are not aware of these things and may they become more visible on a global scale.

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