Tag Archives: Tokyo 2020

The slammer got slammed

There is nothing so rewarding as the moment you realise that you get to slam the door on those slamming the door on you. It is an innate feeling that is in the core of all of us. It is more powerful than getting the drop on your boss or CEO with an overwhelming amount of narcissism and the overbearing feeling towards the need of being some dominant / dominatrix figure (at that point they become merely a figurine).

I made several references over the course of 2018 that this was coming, the stronger one in May 2018 (at https://lawlordtobe.com/2018/05/05/milestones/) where I made the reference: “the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting“. The article ‘Milestones‘ has more, it also has references to the AfD (Alternative for Germany), and even as we see in the Financial Times (at https://www.ft.com/content/d695fff8-b838-11e9-96bd-8e884d3ea203) “It is a happy hunting-ground for the AfD: if polls are accurate, it could emerge as the most popular party in regional elections on September 1, even beating the left-of-centre Social Democrats which have governed this corner of East Germany since reunification in 1990. Two other eastern regions, Saxony and Thuringia, are also choosing new parliaments this autumn and, as in Brandenburg, the AfD is set to make big gains. That is a major problem for the eastern political elite“, I believe that this powerful eastern political elite is part of causing the headline ‘Germany: AfD surge threatened by party disunity‘, they are that scared at present. The gains cannot be stopped not to the degree some elitists are vouching for; the best that they can hope for is derailing them from becoming the majority, which is actually a political war that is allowed. The question becomes will it work?

We are 2-3 weeks away from finding out.

CNN gave us less than 2 days ago: ‘5 of the world’s biggest economies are at risk of recession‘ (at https://edition.cnn.com/2019/08/14/economy/recession-risk-economies/index.html), it is a huge part because the impact matters. Under Mario Draghi and his bond buying program, there are no reserves left, so the impact towards recession is about to get real. The shift in quality of life makes the consumer spending tactic an instant non option.

Yet, it all comes down to the Washington Post who (at https://www.washingtonpost.com/business/2019/08/14/stocks-tank-another-recession-warning-surfaces) gives us: ‘Stocks losses deepen as a key recession warning surfaces‘. It is here that we get: “after a reliable predictor of looming recessions flashed for the first time since the run-up to the 2008 financial crisis. The Dow Jones industrial average fell 800 points, or about 3 percent, and has lost close to 7 percent over the past three weeks. Two of the world’s largest economies, Germany and the United Kingdom, appear to be contracting even as the latter forges ahead with plans to leave the European Union. Growth also has slowed in China, which is in a bitter trade feud with the United States. Meanwhile, Argentina’s stock market fell nearly 50 percent earlier this week after its incumbent president was defeated by a left-wing opponent“. First of all, ‘reliable predictor‘ is not the term I would use, the dangers were clear for well over a year, it was the wrong stage of a trade war, with the Huawei 5G setting that pushed the inevitable date forward by a lot. The entire Huawei stage was a stage of stupidity, and a more dangerous post-recession part than anyone was willing to consider. We might find clarity in the footnote: “But with so many losing confidence in the near-term prospects of the economy and rushing to buy longer-term bonds, the U.S. government now is paying more to attract buyers to its 2-year bond than its 10-year note“, is looking in the wrong direction. It is merely a small symptom at present and direct consequence on risk and not the one that bites. The US is losing its footing on the global mobile market faster and faster. And even as we accept the ‘marketing’ that Huawei gives via Cnet towards 6G, the direct truth is outstanding for a longer time. It links to my own IP that is currently available to Huawei and I want my share of that market, I believe that my part after the fact will be enough to truly make me independent on several fronts. One party found my claim a $ billion market through the investment on $25m post taxation too good to be true, but it is the second wave that takes care of my needs and you gotta give a little to get a little. It is was the ‘denied’ parts of Credit Agricole and the Paris games of 2024 that gave me the final straw I needed to see that I was right all along. In all this verification that I was correct was always the biggest issue for me to deal with, and the recession is making those big business daddies of greed close to desperate, giving me a small push forward. Those people are not willing to walk away from a one billion market at the investment of 2.5%, no bank has ever offered those margins and with the Credit Agricole parts exposed to the smallest extent, I know it will work. It is there that I saw that the IP I designed was never considered by either Google or Huawei, all set to iterative paths to innovation, and the economy shows that nearly all of the other players were looking at the next quarter, whilst the quarter+3 was the game changer. The Olympics gave the option to look at inverted innovation and make it a new innovation, Paris was not the first, but certainly the clearest indicator and whilst we see through Channel News “Huawei Technologies has joined 564 other entities in the Paris Call“, the message is not that there are 565 players, it is that they are all looking in a similar direction whilst the none excavated the gold mine that was right behind them, a first lesson that the classics can inspire towards a new direction. Now that I see their direction I found two other fields that had not been considered to the degree it needed. Saudi Arabia is giving us Neom City, but there is a lack in one direction and now that this can be exploited we see even more options. You only had to be willing to get your hands dirty in the most literal of ways. And all this is pushed even more through the impact of the European economy. A French invention gets a new life after almost 2 centuries and we can see that there is more to be found.

Sergey Brin on Sat. morning

It is what else Harmony OS can do that will push the benefits away from the US and it will hurt Google to the smallest degree (almost inevitable), Google is just too big, but now that the equation changes, it is Google who will be chasing Huawei, so well done Trump dude, you merely made everything worse for America and I will sell to the quickest bidder and the 2.5% approach gives me the edge; the two known entities Ren Zhengfei and Papa Smurf Sergey Brin can make the investment from the small change they have in their pockets and the bait would be just too appealing for them.

Al this was confirmed and accentuated through the US Senate with: “In February, the US Senate Commerce Committee held a hearing titled “Winning the Race to 5G and the Era of Technology Innovation in the United States”, to discuss what policies are required to accelerate the deployment of 5G to keep America “competitive on the international stage”” and whilst we accept the American point of view, they forgot about two elements in the 5G field and the upper echelons of decision makers showed at that point that they were working in a dimmed room without lights, giving additional evidence that they never saw the writing on the wall and now I get to make a new voice and whilst I only am willing to trust Google or Huawei in all this, there can only be one winner and the others are merely a chaser at best, it is the price of iteration over innovation. Even as Microsoft and IBM are in denial of what they are about to lose, they do know and accept their choice. Microsoft is banking on Azure and there the hindrance of Harmony will cause a void, they were ready for Android, yet HarmonyOS is another matter and China is seeing that as another opportunity. It is there where we see the talks of Huawei with the Shanghai Blue Cloud Technology taking an additional turn, and how many players in the Paris games are banking on Azure? How many lose out when they are not ready for the 5G version 2 under HarmonyOS, it will work with Android and Azure, but suddenly we will see some accidental 10% gap (latency) and that is how the game was played and all this before my elements come into play, and they will!

The big business slammers all relying on PowerPoint presentation they are given the elements and when we see the 2023 acceleration and people cannot answer the differences because they never considered looking behind them as well as looking at the corners of their eyes, the blind corners they ignored; now they no longer have one blind spot, they suddenly have three and we get all kinds of concept promises in presentation form, all whilst the data was never that unclear from the very beginning. An issue they claimed that it was being looked at.

So here I am, having to take their shit with the option to sit at the sidelines watching them fight over options because they anticipated without comprehension, sometimes the universe gets to be nice and smile at those having to take their shit. A direct zero day exploit of the applied intent of narcissism on how good a presentation looks, whilst their data never clearly supported it.

My case of exceeding expectations towards customer satisfaction trumped some short sighted ‘Ca$h is king‘ setting, because it works at the grocer, but that part has no bearing when their minimum needs exceed he budget of 80%, it was a simple equation from the very beginning. So when we are now considering the new ‘truth’ where the Washington Post gives us less than an hour ago: ‘Weak global growth likely to mean US slowdown, not recession‘, we merely see wishful thinking in the quote “Yet most analysts expect the U.S. economy to power through the rough patch, at least in the coming months, on the strength of solid consumer spending and a resilient job market. The U.S. stock market plummeted earlier this week when the bond market, spooked by the global turmoil, sent a possible early warning sign of a recession ahead: The yield on the benchmark 10-year Treasury note slipped briefly below 2-year Treasury yields“, the article (at https://www.washingtonpost.com/business/weak-global-growth-likely-to-mean-us-slowdown-not-recession/2019/08/15/1cb8d81a-bfba-11e9-a8b0-7ed8a0d5dc5d_story.html),all whilst we see the clarity of next quarter believes linked to the next Thanksgiving and Christmas, all whilst it is Q2 2020 that makes the tequila slammer which gives the drinker the sledgehammer headache stated it was one that they never saw coming. The entire trade war is taking a new turn and when the people realise on all that the US is missing out on and therefor anyone taking that path will also learn that there is a long term price to pay and it is the markets that Google and Huawei are now staging for that brings the next stage. China has too much to gain, whilst Google will try to retain losses that they will optionally get (reduced growth is clearly a loss). Even as the impact for Google is small, losing one percent is still big news and there one percent adds to a billion plus, whilst their risk to hedge will cost them a mere 1.8% of the optional loss, it is a non-issue.

Guarantee?

There is none, but the option of a new 2% market is worth so much more than that, and it is not open to the iterative industries, innovators only, because it will be about the momentum and there is too much to gain. Consider what the 565 are looking at, whilst I focused on the group that represents up to 445,000,000 SME companies in a new 5G setting. The Olympics are merely the icing on the cake. 2020 Tokyo opens the doors more clearly but the impact is abundantly seen in Qatar 20222 and Paris 2024. And at present I see that they never looked in the places where they could be, merely where they want to be.

In the end it is one of Warren Buffett’s quotes that got me there: “the great moves are usually greeted by yawns“, thanks Warren; you were absolutely right on that part!

 

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The drowning swimmer

We all have the moments when we make an error, an error that requires us to re adjust views. The problem is that some people tend to be overconfident when they make that critical error. Sometimes it comes with ‘Watch this’, all whilst the public watches the person dive to death. At times it is less visible, in Australia 249 people drowned during the 2017-2018 season. The Guardian gave us in the beginning of the year: ‘Drownings in Australia up 51% on last summer after five men die on New Year’s Day‘, all because these people overestimated their abilities regarding knowledge on how the ocean reacts and overestimated their fitness and there we see that nature has no regard for stupidity, it merely takes lives, unyielding and not caring.

Sports

The earlier stage is at present important, mainly because we are about to face it in different ways as well. The Japan Times (at https://www.japantimes.co.jp/opinion/2019/08/06/commentary/japan-commentary/2020-tokyo-olympic-games-cant-rescue-japan) gives us in an opinion piece: ‘2020 Tokyo Olympic Games can’t rescue Japan‘, the writer gives us a view where the impact against the 1964 Tokyo Olympics are set. The writer is correct, the entire commerce engine, the murder truck called Olympic exposure benefit is a much larger issue and Japan cannot rely on the Olympics to give them the economic needs that they have. We accept that there will be an influx for Japan. There will be people who will attend in person that year, because it was always on their bucket list. I would be in that group if I could afford it, but that is not a realistic option for the bulk of all of us, the quality of life has regressed to the lower end of the scale for too long and for many the trip is not an option. In addition with 5G we will be able to see more, enjoy more than ever before and even if that impression is not for all, it will be for the larger group who cannot afford to make the trip. So as the writer (Fumika Mizuno) gives us: “True transformation requires confrontation with the sticky problems holding back Japan’s society, like gender inequality, lack of diversity and rigid notions of ethnic identity. No sports event can grapple with such a task“, we see partial the correctness of it all, yet we also need to consider that this is happening in a stage where digital visibility will be in the midst of an overhaul, so the Tokyo Olympics is happening just when the digital providers are shouting and screaming towards the consumer acceptance of a changed digital footprint. It also intersects with the offered “With plans for AI-powered surveillance robots and real-time 8K broadcasts delivered over 5G networks, the games are set to be a celebration of Japanese prowess in sectors the country is desperate to dominate“, in a stage where AI is nowhere near ready to the degree it needs to be by 2022, two years early whilst the entire 8K matter will be unaffordable to well over 70%, so how will that help matters? So when we see: “Addressing the labor shortage and the aging crisis in a meaningful way requires profound cultural and political shifts. Blind optimism in the power of technology even reduces the urgency of social change“, we see a stage where labour shortage is optionally replaced by technological scripted events where the high tech enablers like news casts, streaming players and awareness seekers are jumping the digital shark to capture what is needed to enable the visibility of the people in the below 70% who are missing out and none of that will be captured by Japanese firms and/or Japanese enablers, it will be up to the FAANG group to maximise that capture taking the bulk away from Japanese economy players. So not only will they miss out on the sporting parts, the stage is then set to a larger community, one that never existed in 1968 giving Japan a much larger concern and that is where the expectation of Tokyo 2020 fall short for Japan to a much larger degree. Optionally the players like Samsung and Huawei (South Korea and China) who truly will enjoy the boost that Japan (NTT Docomo) was hoping for. That part is shown in several sources when we are introduced to: “Japanese mobile operators are preparing for commercial 5G launches between March and June 2020“, Japan is nowhere near ready and that is largely because Japan started almost a year to late in all this and they are nowhere near what Huawei can offer. In that stage there is every chance that players like NTT Docomo will face almost public humiliation when they have to explain congestion and latency on a network that needed proper testing an adjustment no later than November 2019 to make it ready for the larger consumer groups, in this stage Japan could lose revenue four times over, on the loss of preparedness, on the loss of deployment, on the loss of consumer traction and on the loss of network reliability and that is not merely the workforce, it is the loss of not having a 125% workforce readiness at the time that the initial presentations of the 2020 locations and press readiness is offered. There is no way that this will be ready at present and such we see a dampened visibility as well as larger digital losses, digital losses not because it is not there, but because it will be in the hands of non-Japanese corporations. In this there is one benefit, Japan gets to show the US what happens when you enter the field not being prepared for what comes, the US will surely panic at that point (to some degree), all this could have been prevented by driving innovation over iteration and it will be shown to a global community in full view and full exploitation by others.

For centuries we have seen the slogan: “Si vis pacem, para bellum“, If you want peace, prepare for war, a known rule ignored by the technology firms who relied on iteration for too long, now we see that this is impacting a larger group. The entire global economy is set to a war theater (and has been for some time), we see it almost everywhere and now we see that a nation regarded as a front-runner in applied innovation for the longest of time is not ready. All this directly related to ‘Fortuna Eruditis Favet, fortune favours the prepared mind and we are shown that Japan is far from ready, all whilst their own stage was set 3 years ago. They all waited for things to fall in their laps and this was shown a few months ago in the US (thanks to Forbes magazine) with “In recent weeks several major developments affecting the roll out of 5G systems in the United States highlight the promise and the difficulties for near-term deployment of this transformative technology“, as well as “A major issue in the next few years will be the capital costs of installing the needed 5G infrastructure and software upgrades in the U.S. Effective deployment will require hundreds of thousands of new cell sites, new or upgraded connective nodes and central switches, new software and redesigned mobile devices“, the operative part being ‘in the next few years‘ (at https://www.forbes.com/sites/thomasduesterberg/2019/04/30/problems-and-prospects-for-5g-deployment-in-the-united-states) and that is just one player, Japan is seemingly in a less positive place and that is also where Huawei and Google could make additional wins if they merely look outside the box and realise that they are not in a box, but in an terrarium. It makes for all the difference and their time to act is running short. For Japan the issue is larger and more dangerous. Japan has a population of 126 million, with only 10 million in Tokyo, so even if they adjust to get Tokyo covered, they will give 7% and set a stage where 78%-93% gets to miss out on the 5G fun, how would that sell to an economic event that should have been a boost? It is there where we see just how correct Fumika Mizuno is, Japan is facing a larger issue and it is about to cost them more than they realise.

It is at this point where we see the one part that is at present not very likely to happen: “Abe will bask in praise and the people of Japan will revel in politically correct bouts of national pride. But Japanese society will be no less rigid than it was before“, I believe that within the first week of the 2020 Olympics, there will be enough 5G issues for Shinzō Abe, Prime Minister of Japan to take a backseat and make the larger people of NTT Docomo and alike to take the stage and explain the failures to the people of Japan. It is my personal beliefs that at present people like Kazuhiro Yoshizawa (CEO NTT Docomo) are trying to safe or set the stage to make a quick exit by the end of this year to avoid the consequence of having to publicly face not being a prepared mind.

For the US Tokyo 2020 is more likely than not to be a rude awakening of public technological failure. LA (Olympics 2028) will have enough time to adjust to it all and it gives a much larger rise to technological spending for the US, and it is Beijing 2022 that gives the larger rise for the US and at present China is already prepared for that, they have Huawei in their corner, yet how it all plays out is depending on a few elements, so there is momentum in several direction, yet with the underlying lack, Tokyo has a much larger issue to face and at present there is enough indication that they will not be ready in time, they overestimated what they were able to achieve and how fast their stamina could adjust to what needed to be ready, just like all those swimmers that drowned in the Pacific river, which in the end was an ocean to endure, not a river to cross.

 

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It’s fine that fine

I saw he news last week and it was one sentence that made me stop on the spot, but I needed some time to digest it all (and there was news from Iran to contemplate too). Facebook has been fined, the fine (the largest ever at $5,000,000,000) is not the sneer at, but for Facebook it will be business as usual soon thereafter. The amount is nothing more than an Apple building at the edge of the Mojave desert, so it seems little, but that would be the facade that we are offered. The article I initially saw (I forgot the source) stated: “paying fine to stop further investigations“, from my point of view that this would be worth a bundle, I believe that Facebook had been stupid to some degree and super clever in other ways. Let’s face it Mark Zuckerberg is on my level of data knowledge, so he is thinking several iterations ahead of all others and he needs the FTC of his back during the start-up of 5G, whoever is there first has a larger advantage to gain momentum. All my investigations into the dumb smart device shows that, all the data I see optionally coming requires unhindered acceleration and my device was meant to suppress data drag and emphasize on facilitation. Facebook needs this, Google needs this and Huawei has the advantage at present.

The new system when operational will give them (especially with Oak/OS) a 15%-24% advantage and in data terms when we consider that 5G is set to top out at 10 gigabits per second (Gbps), that difference is a lot, it is everything to enable a larger market advantage. Add to this the new devices that offer independence to SME and franchise markets, the stage would push towards smaller independent solution providers, if Google, Apple and Facebook even hesitate for one week the difference will be seen and short thereafter felt as well.

At that point every contract in the new setting will entice 3-5 others to follow as well. It is not word of mouth, it is companies watching their competitors gain advantage and that observed difference is almost exponential against mere word of mouth. And that part will also increase choices.

Yet it is not about what comes next (only partially) it is about what is now. There are two essential parts in the fine. The first is how it was a 3-2 split, with the Republicans all in favour to continue and the Democrats all eager to block. There is a polarising difference there. I am partial on the Republican side, Democrats clearly misrepresented this with the quote: “the dissent of the two Democrats on the commission because they sought stricter limits on the company” (source: NY Times). It is not about stricter limits one the company, it is the fact that the data has grown to dimensionality far beyond what governments have and it is available for purchase (to some degree). The element that we forget with the fine is what the Guardian gives us (at https://www.theguardian.com/technology/2019/jul/12/facebook-fine-ftc-privacy-violations) when we see: “Facebook will now re-examine the ways it handles user data, but the settlement will not restrict the company’s ability to share data with third parties, reports said“, it is to some degree about the ability to share data and how granular that data is set for the upcoming war that the Democrats want to wage. It has direct implications in insurance and healthcare and the Democrats have a system in mind that cannot function when all that data is available for health care scrutiny (one of many issues), yet healthcare is the most visible one. One short thought like on what drinks (alcoholic) you like and you might be seen as a higher risk and as such see your premium rise. Alcohol, tobacco and recreational pharmacy might be the most visible ones, but as the data net grows, we see a more comprehensive flag system that pushes close to 20% out of healthcare soon enough (as premiums go up and up on the risky groups) and it is not that this point is coming soon, this point has already been passed and the moment that data gets out, the ducks come home to roost on a coffin.

As the New York Times gives us the quote: “Last year, the European Union fined Google $5.1 billion for abusing its large market share in the mobile phone industry. More recently, numerous officials and lawmakers around the world have rushed to regulate Facebook” (at https://www.nytimes.com/2019/07/12/technology/facebook-ftc-fine.html), we seemingly all put it on one pile, yet that would be a massive problem and wrong too. In one side (source: the Verge) we get: “Google also made customers sign contracts forbidding them from including rival search engines on their sites alongside Google’s own. In 2009, Google allowed the inclusion of rival search engines as long as Google’s was more prominent. In 2016, around the time the EU announced its case, the company removed these terms altogether“, we can debate the correctness, but we can also accept that Google started this and took the advantage that they engineered, as in most places software cannot be patented, so it had to find another path to gain the advantage it created whilst followers re-engineered whatever Google published as soon as humanly possible. We can call it wrong (or not) but that stage is in place and it links to now and it also links to Facebook. The 5G wave is all about getting there first and at present the FTC was in a place to stop Facebook innovation and paying the fine will give larger gains to Facebook than to let investigative wave after wave continue to slow Facebook down, and when we realise that Facebook is no longer the only player on that level Facebook needed to make a tactical decision.

Still, there is a remaining issue with the Facebook data and how it becomes available and the lack of answers should remain to be a cause for concern. It comes down to the beginning when we got: “The F.T.C.’s investigation was set off by The New York Times and The Observer of London, which uncovered that the social network allowed Cambridge Analytica, a British consulting firm to the Trump campaign, to harvest personal information of its users. The firm used the data to build political profiles about individuals without the consent of Facebook users“, that was merely the tip of the iceberg and those who comprehend Facebook data know this to be true. The issue is not merely how the data is collected; it is what else becomes available and what else is collected. To see this we need to consider the added image.

At present there are some stages where larger contracts give people their advertising over different locations. Yet what happens when you have a complete mobile image on where what is shown? What happens when we see interactions of an advertising and where it actually works and how users react, that is the next stage and the data is ready and to some degree in that setting Facebook is more ready than others, that is the image that pushes us all and the innovation through handed data and as we can see Facebook people either do not care, or have no comprehension of all the data linked to their actions.

I took that data and more into another innovation and pushed it to a new stage, giving the collector even more data, more advertising options and optionally even more data opportunities on a larger scale. It is that shift that is all the difference between a 5% and a 9% market share for companies and now it is no longer local, the data allows for global exposure, so consider that exposure in New Delhi (India) could also expose those in Little Bombay (New Jersey) addressing a similar group at the same time, brand exposure that becomes global changing the entire setting for smaller enterprises at close to similar prices, driving advertisement bidding wars and pushing revenues for those in that area and that is merely the first part of the IP I created. Places like Facebook could get a much larger advantage and transform advantage into momentum pushing that advantage further and faster. It is only for the bigger puppies (Google, Facebook, Huawei) but they all want the largest juiciest bone to gnaw on and that is where the group of innovations push the difference, so in the end $5 billion is chicken feed under what is pushing towards the surface at this very moment, and they all want to nibble on that pie, they merely need to be the first in the game to gain advantage through momentum. As I see it IBM and Microsoft are already out of the game trying to facilitate the systems and the data and to be fair Microsoft Azure does have a larger advantage here, but IBM is not sitting still and we know that Facebook (to a lesser degree) and  Google have systems that work. The playing field is near level and the match is far from over, now with the Huawei push and Oak/OS they have opportunity to gain advantage and they can decide who to allow access to that new system, so even as Google seemingly had the advantage, the Trump trade war took that advantage away from them, so there is a second level war going on and whomever makes the larger deal with Huawei gets the gain, the issue is that Huawei hardware is more advanced and that is their advantage, the Trump trade war stopped innovation towards the US, so as such in a global setting now pushes the advantage to Europe, India and the Middle East. In this the US loses more than it comprehended in advance and it all depends on how they react to the change. It is the error in judgement on 4G and 5G is where the American disadvantage lies. In 4G is was ‘Wherever I am‘, now with 5G it becomes ‘Whenever I want it‘ and for that step the most advanced provider wins , it is not Ericsson, not Nokia, not Telstra, and not Sprint. It is Huawei that can facilitate towards ‘Whenever I want it‘ to a much larger degree at present and that wins the race, but the others are not done yet and there the Facebook data becomes a power player, an optional sledgehammer for those who know how to bash a wall and that is happening now, so when we see: “Facebook and other large tech companies are under an increasingly harsh spotlight in Washington, D.C., including at a “social media summit” at the White House on Thursday in which President Trump repeatedly bashed Silicon Valley as being unfair to conservatives. Facebook wasn’t invited to attend, nor were other tech companies. They have previously said they police their platforms without regard to political ideology“, we see a setting that we accept to some degree, yet those who are all about that “Social Media Summit” seemingly do not comprehend the application of data to the degree they need to and as such they as shooting themselves as well as their economic options in the foot, which is good news for Huawei, not that much for the other players.

I reckon that I will be proven correct within the next 12 months. When the dust settles we will see the first clear winners, I am certain that Tokyo 2020 Summer Olympics shows me to be correct and it will show the first larger winner, at present in this culture of short sighted decisions Google and Huawei will have the largest advantage, but 2 other players are not out of this race yet, so plenty can happen before we see the Olympic flame light the fires and start the Tokyo Summer Olympics.

 

 

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The wider field

There is a wider field, the field is ignored by many because it overlaps in several ways and most people (read: media) tend to stare at one element. We can argue whether it is bad or good, but it does mean that the bulk of the information is not there. To get this view we need to look at several sources. First we get the International Business Times, they give us two headlines. The first is ‘Samsung Expecting Profits Slump For Q2‘ as well as ‘Huawei Ban Helps Company Earn More‘, in one way we get an increase of revenue due to the Huawei events in the US, yet there is still a Q2 slump. There are several plays that apply, but it is not about the play as such. The firs realisation is that 5G is currently being ‘advertised as here‘ by several players and at present there is an increased question on which phone is 4G and/or 5G and most people are holding off on phones this year until that field has a better view on what is available. Most people cannot afford to buy a new phone when some new models are $1800, most people cannot afford a step like that and being tied to any provider at present is an increasingly bad step to make. Even as Huawei is 20% cheaper, it remains a lot of money, and the Google (Android) issues are still there, so people are hesitant. I might have committed myself to Huawei, but that is in part because I renewed my phone in the beginning of the year, so it has to last me 2-3 more years (I have principles towards blatantly buying new phones) and I am happy with my phone.

then there is the new stage hat is now evolving when we see CNN Business give us (at https://edition.cnn.com/2019/07/04/tech/huawei-us-ban/index.html) ‘US government asks judge to dismiss Huawei lawsuit‘, they are rightfully scared because the claim: “Huawei had filed the lawsuit in March, arguing that a law preventing US federal agencies from buying its products violates the US constitution by singling out an individual or group for punishment without trial” is almost a given, the US government made sure that every media outlet on the planet took great painstaking effort in illuminating that and now it becomes the anchor attached to their legs as they have to swim across the Pacific river (or Atlantic river). If the case goes through and discrimination is proven, the impact will be monumental, especially as no evidence was ever brought forward and if we are a nation of laws, the impact will be large, moreover, at present Huawei is still growing its pool of 5G contracts and should the Case fall on the side of Huawei, the impact on Europe will be much larger, it could signal a much larger run on trying to get a quick deal with Huawei, not because they are nice people (they optionally are), but because Huawei 5G equipment is more advanced and all the telecom players know this. Ericsson and Nokia fear that side, they had a good run due to the escalations, but Huawei is still on par to have well over 50% of 5G by themselves and that is what the US fears, that large a disadvantage because its pool of CEO’s and CTO’s were increasingly stupid, flaccid and complacent in an age where pushing innovation was essential.

The issue is not out of the room yet because there is the larger issue that everyone has not been looking at. There is still the Google issue around Android. Consider that Huawei’s Oak OS is now 60 days away from release, it is the start where people who were initially ‘forced’ to dump Android, they now will be part of the Oak OS group, a data core that involves millions from adding data to the Oak servers and no more to the Google servers. The impact seems small, but it impacts the US to a much larger degree, this stance has given China a much larger boost than ever possible. For the users it will only be a temporary setback, as apps will be supported through Oak/OS, these players will continue, yet the overhaul as people push away from android is much larger than the interaction of IOS versus Android. Consider what you need. The bulk of all android apps we use will almost immediately be available, leaving us with optionally some issues regarding LinkedIn, Facebook, WhatsApp and Instagram. Now there is a new stage where Chinese options could be considered and for the most when we can address who we need, we might not care on where we are. The idea that advertisements might initially fall away will be a massive reason to do that. I am certain that there will be a Facebook Oak and LinkedIn Oak, the rest remains open, the usage is huge but that too might be a reason to try something new, people love new things, especially if it comes with cool additions and new we see a different stage, it is not the US that matters, it is whether China has options that appeal to India and Europe, these three represent 3 billion people and there is the data crunch, they will not all go the Chinese solution, but even 10% would be massive, it would be a an intense gut punch to Google, more important over time as word of mouth make more people switch, the damage will increase for Google. Make no mistake, it will merely impact the total, it will not sink Google, it is too large, but in light of their predictions when they have 20% less data points to make predictions with, granularity becomes an issue for the professional side and there too there will be an impact, Chinese app owners will have their own digital advertisement agenda and business dictates that you cannot ignore that population, so budgets will be shortened to cover an audience as large as possible.

All that because of the Huawei ban, which was shown to be short-sighted from the very beginning. Consider that we were given in June: “Huawei can no longer pre-install Facebook apps on its smartphones after Facebook fell into line with a US ban on exporting software“, now consider that suddenly millions are offered a pre-installed WeChat and they are willing to try it, the impact on Facebook will be seen in less than 60 days, the fact that Facebook had been playing games with its mobile users for a much longer time will also entice users to give it a try. Not all will stay, but some will and the dimension of ‘some’ will imply a drop of Facebook of several million user. In addition we see “Chinese users spend an average of over 70 minutes a day within the app. All this makes it one of the most popular choices for businesses looking to get started with social media marketing in China“, yes it was overwhelmingly Chinese, yet in the shift it will now have optional access to a large Indian and European following. In addition the shift we optionally see when we realise: “WeChat allows for one-to-one personalized interaction between brands and users. This allows brands to communicate directly with their followers through the messaging functions on their account. This also allows brands to provide customer service directly through their WeChat account. It’s due to this reason that many companies in China don’t even operate traditional websites instead of focusing their efforts on constantly improving their WeChat official accounts” direct granularity towards the user, not mass marketing, but adjusted marketing for the individual, and then consider players like Tableau, Salesforce (now one and the same), SAP, Sony and Microsoft all wanting to address the person, not the masses, do you think that they will ignore this group of users? These people invest hundreds, if not thousands of dollars a day towards addressing their growing need of users, all revenue that is soon lost to Apple and Google. It goes beyond merely Facebook; Twitter and Snapchat, all have a Chinese version that now has the option to surpass (read: close the gap) towards their competitors. Surpass is perhaps the wrong word, the fact that people will consider the alternative in the immediate is a risk for these players, it sets the dangers of schools of users to switch to another pond, so those fishing for ads, visibility and awareness, they will all have to adjust the way they operate. There now are now only two parts where I have no idea how it will play out. Youku Tudou is the Chinese version of YouTube, but YouTube is so strongly placed that I have no idea how that will go, the same for LinkedIn. these are the two we cannot predict, no one can, but if they remain absent from Oak/OS something will have to budge, the question becomes how much do you need LinkedIn to be on your smartphone when you can just catch up daily at home, or in the office. I personally do not believe that its equivalent Maimai will be embraced as strongly as Maimai would hope, but that is my speculation on the matter.

Only YouTube as it is and remains the behemoth of Google, is too strong an app to ignore, it is too strongly desired, especially on smartphones, some might give Youku Tudou a try, but the library of YouTube increases with 300 hours of material every minute, there is no real competing with that, no matter how you slice that. There is no denial that their Chinese competitor will grow, but there the impact is less than a mosquito bite for YouTube, it is perhaps the one part of Google that no one seemingly can be without.

Is there another side?

Well there is always the option that everything in Google will be accessible on Huawei phones and that is for Google the best solution, but at present that part is just not a given, and when many Huawei smartphones are between 20%-40% cheaper, they will have an advantage and only because of US stupidity that impact is now optionally becoming much larger. And now the shift is changing faster, the Observer gave us on Saturday ‘UK mobile operators ignore security fears over Huawei 5G‘, when we consider the quote “The Observer understands that Huawei is already involved in building 5G networks in six of the seven cities in the UK where Vodafone has gone live. It is also helping build hundreds of 5G sites for EE, and has won 5G contracts to build networks for Three and O2 when they go live“, we see how things are escalating away from the US. the massive part in all this is “a firm line against the company amid claims, strongly denied, that it is controlled by the Chinese government and that its equipment could be used to spy on other countries and companies” all from the point of view that clear evidence was never provided and the commercial corporations need to remain on top or drown and that was the larger flaw the US never seemingly understood (or blatantly ignored). Yet the other side also matter, as the numbers are given: “The consultancy Assembly suggests a partial to full restriction on Huawei could result in an 18-to-24-month delay to the widespread availability of 5G in the UK. The UK would then fail to become a world leader in 5G – a key government target – costing the economy between £4.5bn and £6.8bn” (source: the Guardian). People tend to get nervous at a loss of millions, so the loss of £4,000,000,000 plus is something that can start cardiac arrests all over the telecom boardrooms. More important as Huawei is still ’embraced’ in Germany, the German players will get the upper hand over other European players giving a larger technological shift. The final straw was the consideration of “They have taken note of what happened last December when the O2 4G network went down for 24 hours due to problems with technology provided by the Swedish telecoms firm Ericsson“, a danger as this was 4G technology that should have been clear and non-problematic, now consider that this happened to established technology, so what optional risks are Ericsson users exposed to when in involves 5G, a technology that Nokia and Ericsson is still trying to figure out?

In all this, Huawei has not stopped adding pressure. Now that we see that less than 24 hours ago we were notified that Huawei has completed the contracts with Msheireb Properties. It seems small and insignificant, but it is not. With a smart experience centre in Qatar, it is my expectations that they are ready to approach and upgrade Al Jazeera to 5G, it is speculative but it will be the first time that Al Jazeera surpasses CNN technology (as well a Fox News), It might not matter to most of us, but to people like Nasser Al-Khelaifi (beIN Media Group) it matters a lot, so when we are informed that Al Jazeera getting ready to offer 5G streaming during the Tokyo 2020 Summer Olympics and Huawei as a Chinese company is mentioned everywhere in Tokyo, you better believe that these two are on top of making this work as fast and as quickly as possible, so when I created my base station IP, I never considered this, but it fits and that is another notch that some miss out on. Half the planet goes nuts for sports on a regular day, how nuts do you think the planet goes when ‘their nation‘ is fighting its fight (against up to 205 other nations) to be the best at the Olympics? When you get to watch that live, streaming it all at 5G, do you really think that people will care who brings it as long as it is true 5G? In several nations the brand jump was huge when 4G became real and some were not up to scrap, I believe that this time around the jump will be close to 300% larger than before, and the Tokyo Olympics will be a clear driver on that part. When 206 nations fight for the laurels (gold medals) every nationally driven sports fan tends to get a little (read: abundantly) nuts, and at present that group of people is well over 3 billion people, all factors some players did not consider when they were playing the short game, Huawei never played the short game, it gives them an advantage in several ways.

That is merely my view on the situation at present.

 

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