Tag Archives: UAE

January 10, 2024 · 01:24

The other way contemplation

We do that sometimes. However, we do not do it enough and I am no exception. You see I have been looking into tourism and other hospitality data for the Kingdom of Saudi Arabia and the United Arab Emirates. It pushed me to suddenly set the whole kit and caboodle in a topsy turvy setting. Not because I wanted to, but because it started to make sense that way. The more I saw internationally the more it made sense to turn it around.

In this there are a few players NICE was in pole position, but HAMAS pretty much made that a no-go. So that left the larger players like Alvaria and Avaya and none of them are ready and they need to get ready now.

Why now?
Dubai international airport will become the largest player on the planet this year. This means that to a larger degree hotels, convention centres and attractions also need to get ready. You only get one chance to make a first impression and so far these two players have done well. 

Yet I believe (unsupported by facts) that these two players took a page from American books and that makes them sales organisations. The changing setting over the next 10 years require them to be service minded and take a much larger page from the DISC system requiring a much higher page from the settings of integrity and stability. Support, contact centres and call centres depend on these two settings. I reckon that within 5 years too many American firms will have larger issues and staff issues is not the first on my mind. As such players like Alvaria and Avaya need to invest in setting their support systems in the UAE (Abu Dhabi makes the most sense when it comes to cost) but when it is working they will also need a station in Riyadh. 

Why?
We see the line, NEOM and Mukaab in Saudi Arabia. We see the growth of Dubai and both are about to boil over on tourists and that requires a massive call centre. Now, if it was merely one there wouldn’t be a big issue. Yet the station of all this is changing and I reckon that software development will change too. As such, how many native Arabic systems do you know? I reckon none, they would be niche and very rare. Yet the larger station for tourism becomes Egypt, Saudi Arabia and United Arab Emirates and now that setting starts making sense. A Arabic first setting with English (and others like German, French and Italian) as a second language. That is not easily done and as such you need development in one of these places (starting in the UAE makes more sense). Beyond that it would still be some version of C with Java but set to Arabic settings. You will all cry foul and American developers will rely on BS shouts but the setting through BRICS in the middle east is changing and having a call centre in India will not cut it. Lets put it in another way. When you are risking millions (a lot of them) do you really want to rely on an Indian call centre with optional hardware and communication issues? 

There needs to be a presence there and so far none of them are catching on (I checked their career pages).  And when we get to 2027 and people are starting to figure out that more needed to be done there they are too late, the early work gets the business.

What’s in play?
The Line will host to 9,000,000 people (when it is complete), Sindalah is expected to have 2400 visitors a day by 2028 and Trojena for which $500,000,000,000 is reserved. That list of projects goes on for some time. Then there is the Mukaab that will house 7,000,000 people doubling the population of Riyadh. When you combine these there will be a massive shift towards service oriented solutions. And as far as I can tell at present only NICE was close to ready for that. That was before UAE with the largest airport on the planet came into play and their tourism is making strides requiring all kinds of service oriented solutions and they all better be talking to each other. When you consider all that a native Arabic solution starts making sense and even as EU and American players are in denial, their time is up and I reckon that the Chinese developers are already on that page (for other reasons) and it suddenly dawned on me that a native Arabic solution takes most of the hackers out of the equation. It might be C (or C#) and Java, but on an Arabic setting most of them won’t know what they are looking at and that is an additional security for the Arabic solution.

And when it is all added to a subtotal my view will start making sense. It is not out of the blue, I have been involved with customer care and customer support since 1988, I have seen so many systems and most of them were merely to serve sales and that time has gone. There is a reason it is called Software as a Service and not Software as a Sales-point. SaaS will be the future and predominantly as a cloud solution but there too we see differences and that is where the changes come systems will have to combine and transfer data as needed. So that a person from arriving airport to final destination home is never left out in the cold The more complete service solutions need to alter their behaviour. This goes beyond what we merely see now and KSA, UAE and Egypt would be first, but as this solution gets traction and speed the other players would want to get such a solution as well. The Marriott is merely a first stop. As the high end vacation goers will visit new places they will demand the service that the saw in the middle east and that is when the other systems collapse. They pushed these systems with additional servers additional seats but they forgot that these systems need interaction and their data settings were nowhere near ready for that. So you get people to do it (making AI claims) and watch it all come apart from almost the beginning. The Middle East is in a strong position to force creation of an Arabic solution and I reckon that there are enough millions connected to this to make the larger players jump. My vote would be for NICE, but HAMAS made that no longer an option. It is now up to the others to get ready or be passed by the player who did make that jump.

It is my view and feel free to disagree but the changes in tourism we already see happening are proving me right and when Mukaab and the Line are ready in 6-8 years they either have a solution that can take messages from 16 million people or watch the complaints section explode with messages on a near daily basis. 

Enjoy the day, it’s midweek here now.

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January 9, 2024 · 06:59

Just a metric?

That is at times a question and it is also at times a recognition. You see, metrics are at times just that, metics. We can sing high and low, but metrics are most of the times in a vacuum, that is until someone uses it to weave a story. You, I, we all do that. Some are clearly shown to be related, others are less so. As such the story that we see in the Khaleej Times (at https://www.khaleejtimes.com/business/aviation/dubai-airport-could-join-100-million-passenger-club-this-year) could be either (initially). You see, the ‘Dubai airport could join ‘100 million passenger club’ this year’ and for the most will sing that it is just as meaningless as them joining the mile high club. But some comedians will point out that they were alone getting there. So as such it seemed like a nice thing to achieve. I saw the airport on YouTube and it does look impressive. 

So, when you consider it the numbers in a larger context it now implies that Dubai International Airport is about to become the busiest airport in the world. Leaving Heathrow far behind it and beating by a fair margin New York, Los Angeles and several other airports behind them which they should have been competing against. They are about to overtake them all. In 2022 they were fifth, they are about to get pole position in airport traffic. This implies that this airport deals with 11,415 passengers EVERY HOUR, that is some achievement, especially as Toronto Pearson International Airport (in 29th position) can’t seem to get anything right at the moment. These two metrics matter because this implies that Dubai is getting things done right and there is a connected metric. You see, I wrote about tourism (Saudi Arabia and UAE alike) and now we see a new metric. When you consider that many can only spend their holiday funds once, that a slice who are going to Dubai will not be able to go anywhere else. As such these other places will lose some visitors and that results in lower revenue in those places. I made mention of that a few days ago, but now you see a connected metric. For whatever reason these people have decided on Dubai (and the UAE) that is the underlying metric that should not be ignored. 

And the speeches are also setting the new stage that they are ready to receive 20% more. Yes, all nations will make presentations and the UAE is no different than other nations in that regard. Yet the larger station is that Dubai has a growing population for tourism. It has more options for tourism than many other nations and when you add Abu Dhabi and the sports they both hold, the appeal start making sense. People just want a nice time. They want a place where they can relax and Dubai is one of the places that delivers. Those who want to play hard go to a ditch (massively drunk) in Las Vegas, those who want to have a great time, are now deciding to give Dubai a try and the more it delivers the faster that tourism part grows. Now compare that to waiting lines. Escape from the Gringotts (Harry Potter Orlando) 45-120 minutes and some times at Disney (Orlando and Paris) are close to that horrendous. So when you can select a place with a lot less waiting times I could not see any clear numbers on Warner Brothers Abu Dhabi, but several sources claim you can see the entire WB park in a day. 

Now consider all the other places these two locations have and also consider Deep Dive Dubai (not really for the young tourists) and you end up going to a place with the most amazing and most unique diving experience that you cannot get anywhere else in the world. So others want to think this is a fab, a fashion moment? The world stood still and now others are taking charge to offer what people might like. I use the word ‘might’ because the consumer is a fickle person with no real destination in mind. Yet, as I see it. Dubai with its malls, its theme parks, even a skating rink and two Hockey teams (the real hockey on solid water) and now a growing football offering. It seems that they are doing everything right and the fact that they are about to break the 100,000,000 served passengers a year line is a pretty good indicator that they are doing it all very  right.

Enjoy the day and if you go to Deep Dive Dubai be nice to yourself and do not watch Jaws before the dive.

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January 8, 2024 · 14:01

One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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January 7, 2024 · 05:24

The biscuit loafers

Yup, lazy cookie dealers, or as you might know them ‘advertisers’. The BBC made me aware (yesterday) the story we see (at https://www.bbc.com/news/technology-67882315) where we are given ‘Google Chrome starts blocking data tracking cookies’, now this was nothing new to me. I was ACTUALLY in a Google building in 2019 when that news hit. I took notice of it and that is about all I did. I am no Cookie Monster (this title was already claimed by a resident at Sesame Street). So when I see now “some advertisers say they will suffer as a result.” With the added “The UK’s competition watchdog, the Competition and Markets Authority, can block the plans if it concludes they will harm other businesses.” Now the question becomes. How fucking stupid can people get? This is not out of the blue, this was said 4 years ago. For 4 years the greed driven stupid population let things slide, they relied on abused technology to get their dollars in and the Competition and Markets Authority is allowing for that extended abuse? How about they do something about the abuse of the media? That’s a novel idea.

So now we get to one of the abusers, his name is Phil Duffield at the Trade Desk who gives us “Google’s solution, the Chrome Privacy Sandbox, which only works on a Chrome browser, likely doesn’t benefit anyone other than Google”, actually yes. It benefits the abused, the actual people surfing the internet. The people you abuse every 10 minutes in a game, or abuse in some way that a specific website pushes to other websites because you looked for a birthday present there that month. The actual users of the web browser, it benefits THEM.

But people like Phil Duffield are deaf to those comments. So why isn’t the BBC asking Mr. Duffield to give a complete account of what they did in the last four years? Why did they not ask him how he prepared to deal with that challenging claim of the removal of cookies? They had 4 years to prepare. 

So whilst you consider the setting of these whinging winers, lets take a look at part two, which is totally unrelated. Yet that second part gives you the larger stage of what happens when you have stupid people letting things slide. The stupid greed driven people on Wall Street no less. Take a look at the news that we saw in the last week regarding Wall Street and set this up against Arab News who gives us (at https://gulfnews.com/business/markets/uae-market-cap-soars-as-top-16-companies-hit-dh27-trillion-1.1704521660385) with ‘UAE market cap soars as top 16 companies hit Dh2.7 trillion’. Now, we get that this is a little confusing, so lets give you a hand and relate this. That mentioned multi trillion Dirham amounts to $735 billion (and change). 16 companies made seven hundred and thirty five billion dollars. And it doesn’t end there, these 16 companies was merely responsible for 74%, the total amount comes down to Dh3.65 trillion. This means that the others got an additional 191 billion. That is what not loafing implies. That is the result of being ready for what comes. For me it partially matters as Emaar Properties got Dh68.1 billion. A real estate mogul and in previous blogs you can see how I created IP that could have benefitted Toronto properties and it would most definitely benefit an Emirati player like Emaar Properties. I say that benefit well over a year ago and now I see that a player like that wants to grow and they could benefit by having an additional technology edge as well. 

Can I translate that into some percentage? No, I cannot, this is a technology no one has. And there is an upside to throwing any system upside down, it opens up additional revenue streams and even at 1% that amounts to an additional Dh680 million. To see this I needed merely one day to adjust the IP I had for Toronto. Phil Duffield. And his dodo’s (those who are about to become extinct) had four years. FOUR YEARS. I merely 0.068% of that to create something bringing in an additional stage that would bring more than Dh680 million. How much more? I honestly do not know, but that is more than I ever had in my life and I just checked my wallet, it is missing that $185,159,950 (I rounded it down to avoid having coins in my wallet). 

So when you put 2 and 2 together you will see that the whiners complain to some watchdog even as they had 4 years to prepare. Me? I merely create another piece of IP. The fun part is that when you put it all together, you see that these loafers left billions on the floor. But they still complain for their lack of imagination and lack of insight in a market where they are supposed to be some kind of captain of industry. Just like the captain of the titanic, he merely was a captain for 5 days, after that he was put ashore 3,800 meters straight down. Insulted? Angry? I get that, but be angry with the likes of these loafers not preparing and then cry foul because they are trying to extent their abuse of your privacy. The BBC never gave you that did they. Just like the Arab News didn’t give you the lowdown on those who never were part of that extended Emirati list. They went extinct just as commerce intended them to be. 

Lets pause a moment on that and realise that we are sinking our own ships by giving these loafers and whiners a platform to continue their limited sighted actions. 

Just a thought to have today.

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January 6, 2024 · 07:09

Media is done for

This is what I have been saying all along. Whoring for digital dollars comes at a price. Now, if it was only me no one would care. Yet at this point the stage is altering for the media. The Khaleej Times (at https://www.khaleejtimes.com/uae/gaza-crisis-has-become-global-media-war-uae-minister) gives us ‘Gaza crisis has become global media war: UAE minister’ with the byline “Al Gergawi called out the double standards and political agendas hindering true resolution of the Palestinian cause” It is a little less complex than that. You see media is exploiting anything they can to gain the digital dollar. Clicks are everything and as more and more media is aiming for that goal there is no place for political agenda’s other than the local ones protecting the media through their political connections (at home). This is what I regard to be the stakeholders game. As such this article touches me as it covers what I have been saying all along. 

So is it more correct?
That remains a danger. To seek out those who hold your view is what many do, but it is a dangerous path. If their (or your) setting is showing a flaw or is only partially correct, the premise becomes a dangerous one. You must always be able and willing to go back to the drawing board to verify and to double check whatever you believe in. It is essential that you can be critical of your own ideas. Mohammed Abdullah Al Gergawi, UAE Minister of Cabinet Affairs also gives us “This war was not only between the Palestinians and Israel. We also witnessed a global diplomatic war, international polarisation, and a global media war. Today, war is not won on the battlefield but rather in the media field, as he who has the strongest narrative shall become the winner.” In this I would like to add that it is not merely ‘the strongest narrative’, it is who employs the better and better connected stakeholders. They can win you the narrative war. It is not unlike the stakeholders on Capitol Hill. At some point the media figured out that these people could wage their media war FOR them and get kudos points that way. The winner then gets benefits and is more likely to gain the iterative advantage over digital dollars through clicks. The flammable populist voices are merely one side of this. To see this you need to be able to see how digital dollars are gained. How clicks are obtained. At present that is flaming for Gaza, but make no mistake, the moment that this changes to Israel all the narratives will alter accordingly and the media will have no issues with changing the voice. They will hide behind ‘The people are voicing this’. 

Gergawi in continuation gives us ““In 2004, His Highness Sheikh Mohammed bin Rashid Al Maktoum gave a speech at this very forum about the need for finding a just solution for the Palestinian case based on international law,” he recalled. “Today, 20 years later, the case is still the most pressing issue in the region and the world.”” As such when we see that the digital click war has been raging on since 2015 the stage alters slightly but does not changes. The stakeholders of then are the same stakeholders of now, their game merely changed. They now have media moguls in their pockets as well. So who was stalling in those first 10 years? 

And this gets the added ““All the states that ask for this solution, I want to ask you, what did you do in the last 10 years to have this solution,” he asked of them. “Almost nothing. Since 2014, there has been no communication to solve the issue. If you were silent for ten years, why would you come back to the two-state solution? Just to prove to the world you are doing something?”” That is the question. I personally believe that there was a second war going on. The one I mentioned, but these same stakeholders were serving more than two masters. You see there is one part that remains unmentioned. I have made mention of this a few times before. I was not outspoken about this as I cannot prove it. There is no purpose served by howling against the storm. It tends to be pointless, it is never heard and it deflates your own energy levels. It is my personal view that the third war brewing under all this is (a speculated view) war served by Strasbourg and Washington DC. They need destabilisation of the middle east. Israel, Saudi Arabia and Iran were the three points of pressure that the west required. The moment the Middle East realises that they are better off without the west, that is the moment fear strikes in the hearts of power players in Strasbourg and Washington DC. In all this the actions of inactions regarding Palestine start making sense. There is a clear need. America (and EU) require cheap oil. If they cannot get that, their economies implode. Their commodity needs are fuelling a transient and mobile workforce and without that these two places will have a whole new range of internal problems. 

The problem is how do you prove that? That is less easy to answer. The press is no longer impartial, they are partial to their digital dollars and will take whatever they can at all our expenses. By seeing several sources you get a slightly better view, but it is a filtered view and places like the ICIJ are a joke. They too rely on the media and clicks to be seen, so the story is adjusted accordingly.

And there is no solution, not until you get a real verifiable and reliable source, as such the press and media are no longer one. It has become a populist game for digital clicks.

On a sidenote
This is a little awkward, you see my offensive against Washington DC is taking a turn as this article and a few others made me see a new option. The match between Blogger (me) and DARPA is at present 4-0. I speculatively just saw a new way to find hundreds if not thousands of terrorists. Making the score 5-0 for yours truly and that is a personal goal worth winning for. It might never get me a dime, but to knock (at some point) on haven’s door stating that I made DARPA my bitch and defeated them five over nil is very tempting for the ego, lets be clear about that. In the end that match was my ego having a great time. The problem is that this new approach needs the NSA to wake up. They are the source of interest when it comes to layer one (hardware) issues and if I am correct that setting should be pushed through iOS and Android making them one of the few parties who could solve this. The article opened a door. There is a side I do not completely agree with even if what they say was true. It links to a few other parts that are not mentioned here and that got me thinking. What if we see both sides of that coin? Now, when it is on its back, one side remains invisible, but what happens when that coin falls on a mirror? If will not reveal that side either, but what if a mirror is a reflection of itself? That got me thinking on the sides that do not speak, to focus on the side that can speak and that gave me the idea. If my thought is correct you get more than an image, you get a timeline of total events and with that GEOINT becomes the power core of that setting. A transient force still requires deployment which is part of that solution. My mind remains racing towards that goal (my fifth goal over DARPA). I know it is selfish in nature and even more so when it is not bout money but about the ego. At times we need to feed that monster. The best thing anyone can do is feed it when it serves the best purpose and not to overfeed that monster. I get that, but feed it now and the voice of ego dies down enough, leave it alone and its voice will drown all other voices and that is the lesson the media never learned. They went from Cash is King to ‘Cash is king in the empire of clicks and clickers’ it was nothing more than self defeating short sightedness. 

It’s Saturday for me, Vancouver is still 12 hours away from the weekend. Enjoy yours.

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January 3, 2024 · 21:40

A strange evolving setting

I saw the article last night (really really early this morning) and it gave me something to think about. The article (at https://www.deccanherald.com/business/economy/with-russian-oil-imports-falling-india-turns-to-saudi-arabia-2832708) comes from Deccan Herald. I do not know them, but it is an Indian paper. The west doesn’t seem to have this. So lets look at what is weird. 

It starts with “at least five cargoes of the sweet Sokol variant heading to other locations, data from vessel tracking agencies showed.” Then there is “China appears to be the final solution for some cargoes” so whilst we see that imports of Saudi oil, rose by about 4 per cent, Russian oil declined by 22%, the numbers do not add up. I personally believe that Russia is in more trouble then they are letting on. I personally believe that a chunk of that oil is going to Iran to pay for drones. Iran might have oil, but it is embargoed, Russian oil is not and they can make transfer sales and fill their coffers up that way. Now, all this needs to be taken lightly, because there is only one source and I am speculating of that. Consider the deal Russian suppliers had with India. Also consider that by late July 2023, Iran had sent at least 400 Shahed and Mohajer series drones to Russia. That is close to $20 million, per $60 a barrel that is a whole lot of oil and the fact that India is getting less implies (implies is not a fact) that Russia has more than one issue at present. The Shahed drones are running out, more are needed and Russia (through several sources) are lacking in capabilities to get their own drones to the front. This all adds up that Russia has increasing issues to maintain their battlefronts, to maintain their Russian oil supplies and to maintain their manufacturing facilities. Napoleon lost with a lot less problems.

So whilst Saudi Arabia is seeing more revenue from their oil stocks, the question is how long that happens. It is not on Saudi Arabia, but once it is shown that Russia is lacking in a few ways the larger station comes that Russia will be fighting internal and external wars. 

So how right am I?
That remains the larger question. If any of the presented facts through sources is wrong, the entire domino wall comes tumbling down. None of this could be verified and the fact that only the Deccan Herald had this is also a point for debate. There are differences between the data of Kpler and Vortexa and that is fine. But the stage where Russia is delivering 22% less whilst there are implied reasons and none of this backed up by facts, together with the one mention of China with “China appears to be the final solution for some cargoes” makes me think that there is more going on and somehow someone paid for all those drones, Iran doesn’t give these toys away. 

So there is a stage where merely some of it could be right, but which part? 

In addition to Yesterday
Yesterday I talked about tourism. What I failed to mention is that there was data on the UAE. Reuters gave it 4 days ago (at https://www.reuters.com/world/middle-east/uaes-abu-dhabi-sees-non-oil-gdp-growth-77-q3-2023-statement-2023-12-29/), I missed it.  There we see ‘UAE’s Abu Dhabi sees non-oil GDP growth of 7.7% in Q3 2023 -statement’. This is huge and it is non-oil growth. Now, this is not merely tourism, this is on more sides, but tourism will be taking a chunk of this. Poland with 1.4% growth is the biggest in the EU last year. This implies that the United Arab Emirates outperformed all EU nations by well over 500%. That is massive. Now, comparing GDP’s is unbalanced and incorrect, I get that. However, these settings imply that tourism in the US and EU are taking a serious dive in 2024. We can debate that this is merely a hiccup, or that it is nothing, a mere blip on the radar. But in light of their faltering GDP and places like Greece, Spain, Italy, London, Paris, New York and Florida need tourism these blips could have severe impacts in these places. If continued there is every chance that Saudi Arabia and the United Arab Emirates will get access to $25-$30 billion and other places do not. Do you still think it is a little hiccup? Even when we see “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs (2021)” now consider that to be 5% less. How many jobs will go south? The European nations cannot even consider losing that much, it would be like the impact of Greek tourism (2002-2008) but now over three nations. That impact will be seen. 

So how accurate is this?
It is not. The reported numbers from Saudi Arabia and the UAE are, but how it affects others is not directly seen and can only be speculated on. What is clear that money spend there will not be spend anywhere else and that implies well over 25 billion lost to other places. How much each is impacted remains a guess. 

So enjoy the day and consider that special deals this summer will be all over Europe and America, so you might get a decently prized vacation this year.

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January 2, 2024 · 23:28

Change starts now

Yup, that is the setting. We can ignore it. We can deny it and we can oppose it. All choices that any of us can make. Are they correct moves? You tell me. I am not saying what you need to believe, I cannot say what you have to trust. But change has started. It basically started lat year, but now the changes start adding up. To see this we need to see the article in the Saudi Gazette (at https://saudigazette.com.sa/article/639241). There we are given ‘Spending of visitors to Saudi Arabia soars 72% to SR100 billion in first 9 months of 2023’. Now we can wonder how much it is, but it amounts to $26,000,000,000 dollars more spend in the Kingdom of Saudi Arabia. Some will say ‘so what?’ And I get that, I have nothing to gain there either. But the fact is that the bulk of all tourists can only spend their money once. This implies that the 26 billion spend there is not getting spend anywhere else and that will matter to a whole range of people. Now, for the most I reckon these are Muslim tourists and they decided not to spend it in Amsterdam, London, Paris or some place in America. The part of the 72% more also matters. It means that as a tourist destination Saudi Arabia is starting to appeal to a whole lot of people. It means that plenty of other economies will not be getting them. As such, when a place like Australia gets only 1 billion less, it will be felt on most corners of any street. Not much mind you. However, there will be an impact. So, what do you think the impact is in London, or even America. America has had bad news after bad news and now there is one indicator that tourism has been impacted in America. It is only one indicator. I reckon that if places like Dubai also sees a larger growth. Places like Tokyo will most likely lose out. 

The fact that Saudi Arabia has been trying to appeal to a larger audience for tourism goes way beyond Islamic tourists. The moment their winter resort and their other places start opening up in the next 4 years, European and American tourist destinations will need to cater in a whole new way and they are for the most broke. They catered to self for so long that there are too little reserves left. The fact that more and more people are considering the UAE as a theme park destination over Disney-world is only now beginning to sink in. Ron DeSantis really messed that up. We get news messages like “Yes, fewer people are visiting Disney World, but the company has shown that it can raise profits by doing a better job serving fewer guests.” It is my speculations that either revenue goes down, or they will cater to a ‘wealthier’ audience, which implies it is a slippery scale to bad times for them too. Then Florida lose a 1 billion investment option by Disney (thanks to their own governor) and at that point an image starts to shape. Be careful what you see, because one swallow does not mean summer has started. Yet the larger stage that Saudi Arabia is creating will imply that their $26 billion windfall is merely the start of more. It does not guarantee success, it merely means that failure is almost no longer a consideration for Saudi Arabia. These things are not the same. But the thing that matters to me is that if that amount was spend there, it was not spend anywhere else and that is the stick that western tourism needs to deal with. There is every chance that it is already to late. There are a few indicators that the Muslim population (which is closing in on 2 billion people) are selecting Saudi Arabia and the United Arab Emirates as their destination. That is the takeaway that I am seeing from a few articles, not just the one I am referring to now. 

There were more indicators and I wrote about them last year, but to see the result of 72% more in the last year is a definite number that has a much larger impact on global tourism. We will hear all versions of wisdom on how ‘experts’ say that there are solutions. I wonder where they are. You see the west and America specifically haunted the Islamic population and that population is looking for other places to visit. Now this will not imply all Muslims, but consider that 400 million go on vacation in 2024. The chances that they select Saudi Arabia and/or United Arab Emirates over all other destinations is not a large call to make. These players have been catering and perfecting their offers for a few years now and the hostilities they all faced everywhere else has them reeling for a solution and these two players have offers in spades. So as we see 2024, we need to keep an eye on what revenue goes where because the impact is close to global. 

Change is starting to become visible now, but it started last year and as these two deliver more, more and more muslims will consider another place to visit. Preferably in a place where they get a decent treatment as Muslims. It was never a hard sell, it was pretty obvious to begin with.

Enjoy today.

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January 1, 2024 · 13:11

An upbeat start

I think it is important to start the year in an upbeat way. This might not always be possible, but we can try. In this All Israel News gave us something that I did not see anywhere else. The story (at https://allisrael.com/the-day-after-the-united-arab-emirates-deepens-its-involvement-in-gaza) gives us ‘‘The Day After:’ The United Arab Emirates deepens its involvement in Gaza’ where we see both “The UAE is working vigorously to establish a foothold in the Gaza Strip and is leading the humanitarian effort” and “the UAE enters Gaza with greater economic power compared to other nations. It started with a field hospital they set up in southern Gaza in Rafah.” As well as “the UAE becomes the only country other than Israel that supplies water to Gaza”. This is god news. There is more than one water source now. This is merely the start, but a financial powerhouse like the UAE setting the stepping stones for Palestinians in Gaza is a good start. All these cult idiots shouting Free Palestine is entertaining to the media and their digital dollar needs. But who reported on all that Gaza was free and self governing since 2005? Hamas was never the solution, Hamas is now and will remain the problem for the Palestinians and when Hamas makes the wrong move, which is merely a matter of time Hamas will be done for and people start realising that Hamas has been the one true destabilising factor in Gaza for close to 20 years. 

Yet there is a start now, the UAE has started water supplies. And I am thinking, what if there was a mobile bakery near there? Consider a truck, but a truck that has one function, to bake bread 24:7. We see these bread factories all over the west. So what happens when we put a compact version on a truck. What if we add 40 pizza ovens to a 40 foot container? We have the water, we merely need a truck of flour (or dough) and pizza bread is created as well 24:7? There are well over 1 million Palestinians about to enter the stage of famine. Keeping manufacturing in Egypt and sending a van with bread and water every hour 24 times a day will not solve anything. But it could lessen some of the strains. So how many considered that take on the events? And I am stating that it is merely one container. With 5 of them you can have 200 ovens ready to roll. You still need a good supply of wood, but that can be brought in by trucks. One could fuel all 200 ovens, the dough and the bread it creates will feed thousands. It is just a thought and perhaps others have this in motion. But to be fair, I see little of it and they are complaining on the lack of containers getting through. So who started to smuggle weapons and explosives through aid containers? Yes, Hamas did. We need a different solution and the oven and bakery containers are one. It will not be all the time, but a mobile solution like that is needed all over the world. So who has set up that kind of a solution? The media isn’t all over this, so either it doesn’t give them digital dollars, their stakeholders do not want that news out, or it just doesn’t exist. You pick the most likely candidate, but on this day I decided to remain upbeat and create an optional solution. 

What did you do? Be hung over? Be overly happy with good cheers given and given to you? 

I just see it as another day, I am simple that way.

Happy 2024.

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December 31, 2023 · 13:03

Jan Klaassen, horn blower

Yup, at times this happens. We all have a need to blow our own horn. I am no different and as the world is not giving me any interesting news items. I decided to blow my own horn (of sorts) today. The thought got to me when I saw the article (at https://www.arabnews.com/node/2434076/saudi-arabia) called ‘Year in review: How Saudi Arabia made its mark in tech, tourism, diplomacy and entertainment in 2023’ where we see “Successful bid to host World Expo 2030 and ambitious infrastructure projects make the Kingdom a must-visit destination” but that is not the part I saw pondering. It was “Saudi Arabia will look back on 2023 as a year of triumphs, having hosted major events in the fields of technology, culture, sport and diplomacy, while continuing on its path of impressive economic expansion and diversification.” With the added “The Era of Change: Together for a Foresighted Tomorrow,” I offered the Kingdom (via its Consul General) another option to impact millions of Islamics in a few ways, but alas I was turned down. This happens, no hard feelings. My thoughts might not be the thoughts of others and I did try to pass this onto The Kingdom Holdings (apparently also unsuccessful) and that is on me. It might be my wrongly stated view, but I feel strongly about that IP and I believe it would give the Kingdom additional options, especially in diversification. Now, I am trying to complete a ‘novel’ (my personal view) on a script that might appeal to Al Saudiya. Of course I have no high hopes that I will be successful, but I did put my foot in this and I plan to carry it through, successful or not. You see, we all tend to worship success, but I have seen innovation in failure. Innovation missed by Amazon, Apple, Google and IBM (no one cares about the other one, the company with the ‘M’ of mouse) and it matters. In this day an age where they are all presenting AI (which does not yet exist) where they all present on what comes next, I have shown them to miss all manners of innovation on several matters and my previous articles expose some of them. So whilst I am blowing my own horn (scandalously, I admit) we must consider that some are not as hungry for revenue as they seem to be, which was why I tried to sell some of my IP to the Kingdom of Saudi Arabia. It was not that the United Arab Emirates were less of an option, but when the IP is shown in its full view, the choice of the Kingdom of Saudi Arabia would make more sense to a whole lot of people and both could easily (very easily) afford it, that and the fact that both want to diversify I felt comfort in making the offer I did. 

Even now I see additional options in several fields (not all directly involving the Middle East), but as time lines go, they could benefit from at least one such path (one shown yesterday at https://lawlordtobe.com/2023/12/30/almost-circular/). As such when diversifying it pays to consider paths that are not on everyones mind, but when you consider that path makes sense to many people. That is one side of innovation that we tend to forget. It is not the innovation where everyone is looking at (like no real AI), it is looking in the opposite direction and see what could be done there. As no one is looking, the player doing that could be the only one for some time. And when others wake up they either follow behind, pushing you to make a better product or set the stage for others to become serious players in that field. 

All this matters as it changes the fields and it changes the interactions between players and that matters because that change could affect a whole range of other issues.

Just my $0.02 on the matter. Enjoy the day and the festivities that follow today.

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December 30, 2023 · 12:01

Almost circular

Yup, we get that expression again, we are almost done with another trip around the sun. I am not sure where it comes from. I think I heard it first on Facebook, but that is no indication of origin. So at the end of the year a few things hit me. I want to give them all up here, but in this case I have handed them over to Tencent Holdings Ltd. first. Lets see if they are more awake then Google and Amazon. You see, there is a hiatus appearing and that is not a good thing (not a bad thing either), it merely is and I recognise that. Yet the hiatus was discovered by little me when I was getting to know a program called Final Draft (v12). I am putting in one of my Scripts for Al Saudiya and I got well over 30% done in less then a total time of 24 hours. As I was progressing through the parts (ACT4 in particular) things started to appear before me. Thoughts that I had not had whilst writing the story by itself. Now, this makes sense. Final Draft is a specific solution for a specific audience. Yet what appeared to me more clearly (part of it was already visible, which was why I selected that tool to learn) Is that there is an offset to ‘immediately’ register it with SAG-AFTRA. It set a new station. You see, not only can (what some call) do a Reese Whiterspoon on all this. There is a growing need for a cloud solution and set up a global protection umbrella for scripts. Consider that until a few years ago Hollywood had to deal with 35,000 scripts a year. 350 are made into movies. It is a simple cram of the crop equation. Now consider this same setting but with additional streaming, TV, Nollywood, Bollywood, Scandinavia and so on. We now get closer to more than 100,000 scripts. So how to prevent ‘cross-pollination’? The only real option is to have a cloud solution that registers all what you write into the cloud. It could register as evidence that your IP was invaded upon. But to do that your IP needs to be registered. I think Final Draft, Inc. is already thinking and moving into that direction. Now that Final Draft is pushing towards ‘Writing for Youtube? We’ve got you covered!’ The stage moves even further. You see YouTube is ‘stating’ that there are 38,000,000 active Vloggers. If only 10% is upping their game with Final draft, Final Draft will suddenly need a much larger support system and an optional global one. That was what I was banking on (initially) but I didn’t see the YouTube part, which is of course a nice escalation in my favour. 

In that setting Final Draft needs a support system that can take care of that much more users. They would need two parts. The first is a support system like only NICE CX One can deliver and they need to consider globalisation. If only to set an optional 24:7 setting. That gives them USA, optionally UAE (Abu Dhabi, as Dubai might be too expensive). Somewhere in India and on the east side of China. They now have an overlap in 4 stages, meaning if one has technical difficulties the left and right side of that team can carry the load for a few hours each. China makes more sense then Japan, because the Chinese entertainment industry will get a massive influx in 1-2 years. UAE has more options than Saudi Arabia, but the Arabian entertainment is also due a larger growth. Saudi Arabia is already setting its mind on sports, meaning that streaming is closely followed, hence my Al Saudiya move. 

And they can also support Nollywood. As such, as demand grows Final Draft is about to grow to new heights. And their cloud move makes sense. It is a logical next step to allow their customers chose to select the cloud or keep it local. So as we are about to make another trip around the sun, we need to see that Final Draft was ahead of a lot of people and the one niche that Microsoft ignored for close to 20 years is about to be lost to them. No worries, Google was asleep at the helm as well. Another setting they never saw coming and where was Amazon? I cannot tell, because none of this was on their ship, but if they align with Final Draft on that cloud solution, optionally with NICE, the game changes a little more and both streams will be lost on Microsoft. I predicted a lot of this, not this one, but that implies that Microsoft in the end losses a lot more than before and that is also the new setting. Millions now needing a non-Microsoft solution, how weird this year ends. Not to put to fine a point on this but I am loving this.

Enjoy this day before the end of the year.

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