Tag Archives: United States

August 8, 2026 · 20:14

Should speculation become presumption

This is why is at stake, but not for me, it is clear that I am merely speculator. However others could have a presumptuous setting. It was given to us through Ekathimirini (at https://www.ekathimerini.com/politics/foreign-policy/1311965/greece-shifts-saudi-patriot-mission-to-monthly-review/) where we see ‘Greece shifts Saudi Patriot mission to monthly review’ with the text “Greece has changed the extension of its military mission in Saudi Arabia from an annual to a monthly basis, reflecting what officials describe as the rapidly changing geopolitical situation in the region. The Greek Armed Forces’ Patriot air defense battery has been deployed in Yanbu, a Red Sea port city in western Saudi Arabia, since 2021 under a bilateral defense agreement.” You see, there are 2-3 settings. The first one is that the United States only have (according to some) the United States currently has an estimated 759 to 827 Patriot missile interceptors remaining in its active stockpile. And when we consider that “Manufacturers produce fewer than 1,000 interceptors per year, creating intense international competition for supply between Middle Eastern allies, European partners, and Ukraine.” All whilst the current settings (according to some) that at least 1,200 to 1,400 Patriot missile interceptors have been fired by the U.S. and its regional allies in defense against Iranian missile and drone attacks during the ongoing conflict. As such in 6 months the patriot depletion has been set to merely a 3 months stockpile left. And that is not good for the United States. As such there is a chance that it is ‘pressuring’ all other NATO members to hand over its patriot missiles (possible buy them) so the setting of “The Greek Patriot battery helps protect critical infrastructure in Yanbu, including facilities linked to the kingdom’s East-West oil pipeline. The pipeline carries about 60% of Saudi Arabia’s oil from the Persian Gulf to international markets, while the area also has major refineries.” So the other setting is that Greek politicians are trying to stay out of the Iranian setting and it is nice to show yourself as an optional savior for the Kingdom of Saudi Arabia, until there is an actual pressure point appearing, then setting becomes hard for politicians to face. That is how it usually goes. The third one is almost like the other two but it is the EU/NATO that pulled the strings and the depleted US patriot missiles are likely the setting stage, especially as more and more EU nations are convinced that they are heading for a war with Russia. At that point they will need all the patriot missiles they can lay their hands on. As I see it, the EU/USA/NATO will sell the Kingdom of Saudi Arabia down the river instantly for mere self preservation. 

As I stated it, my side is merely speculation, it requires someone with political and military gravitas to either debunk my setting or optionally hand over the presumption that will raise my levels of speculation. And in all of this the Greek settings and the critical infrastructure of Yanbu are on the line. Bit what is actually happening and the setting of “its military mission in Saudi Arabia from an annual to a monthly basis” yet, as I do not see the missing part “increasing the mission” is why I got to the setting of the three scenarios I am currently banking on. In an age where we are so upset about doing the right thing, too many are avoiding the needs of the Kingdom of Saudi Arabia and the UAE in all this. Which is why I gave them my military IP. I believe in doing the right thing, especially against the terrorist state of Iran. 

So have a great day and if you think that my speculation is pure BS, I accept that, but too much has passed in the last week to not set the speculative setting I am giving you.

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August 7, 2026 · 14:49

By presidential appointment

This is a situation that happens, it usually doesn’t intent on that president making it happen against his will, but here we go. This morning I saw an article by the BBC that made me giggle. It was (at https://www.bbc.com/news/articles/cy8mjd19xm7o) where we see ‘Trump denies US weapons shortage and says information ‘leakers’ being ‘hunted down’’ So what gives? Well, first lets take a look at a few categories. You see a ‘leaker’ gives us “a person who gives secret or private information to the public or to news reporters without permission.” We then get “Whistleblower: Someone inside a government, military group, or private company who exposes hidden or illegal actions” but the most critical setting is that this person wasn’t called ‘liable’, ‘a fraud’ or a few other settings. President Trump called that person(s) was called “suspected of leaking information” the implies that the numbers might be right on. In addition we see “The U.S. has massive amounts of ‘munitions,’ especially of certain types”, so what types? We see “The US had over 3,000 Tomahawks before the Iran war” and “The stockpile could be back to 3,000 by 2031” and the chart it gives is from the Center for Strategic and International Studies. With these numbers are based on “Figures based on requests made in 2026/27 US military budget but not yet passed” this is just the numbers of the tomahawk, as stated 1000 have apparently been fired, I cannot vouch for that, but I am willing to go with these numbers and that doesn’t mean that there is a shortage, but this clambake has cause the United States to fire one third of its missiles, which is another problem. 

So then we get that “Trump posted on Thursday morning. “Additionally, large amounts are being manufactured and shipped to the US as needed.”” This is contrary to what I saw, because as we are given that the replenishment of the Tomahawk will take 6 years, that flies against the statement of the president. So then we are given “Trump and the Pentagon face mounting questions about the state of the military’s arsenal, with the war now in its sixth month and a peace deal remaining elusive. Iran responded to reports of shrinking US supplies by saying its locally produced weapons gave it the ability to respond to “any threat”.” This is funny, because the Pentagon is facing questions on its arsenal and I gave Saudi Arabia and the UAE ‘ideas’ that could do parts at 2.7% of the current cost. In addition to this I came up with one additional idea that could ‘scuttle’ its navy (including submarines) with little effort, no missiles required. Merely using the achilles heel of these forces. 

Then we get “CBS News, the BBC’s US partner, reported the US has gone through much of its global stockpile of long-range precision missiles during the war, citing two unnamed sources with direct knowledge of the subject.” As well as “Meanwhile, the Washington Post reported on Wednesday evening that Trump had confronted Defence Secretary Pete Hegseth last week over a possible weapons shortfall, also citing unnamed sources. The BBC has not confirmed the report.” Which implies that other weapons are depleted. I would gather that there is a paper trail (but I never cared for that), but there is something in all this and it is attuned by watching the words of the president and seeing how he ‘misdirects’ the setting of “large amounts are being manufactured” as I see it, it all sounds correct (and pretty dicey), but that is what 40 claims of victory gets you, you need to mull over your words because any proven lie will hurt you in the midterms (as I see it). So then we get ““The ‘leakers’ of these treasonous statements are being hunted down,” Trump said in the post on Truth Social. “Long term jail sentences will be sought!”

He directly addressed the Washington Post’s story in a later post, saying: “I really believe their fake ‘reporting’ is treasonous!”” Again we see the word ‘leaker’ which implies that the shortages are apparently real and it comes not from the ‘leaker’ but from the president of the United States. So we now see a shortage by presidential appointment, sound fair, doesn’t it? 

But then we get a difference. It is seen at “Using publicly available data, the Center for Strategic and International Studies (CSIS), a national security think tank, estimated that by the end of July, the US had between 759 and 827 Patriot missiles left – about a third of the 2,330 available before the conflict began.” So did anyone ask the exact numbers of the patriot missile? We saw the Tomahawk chart, but did anyone give us the patriot chart? How many are made a day? Where are they coming from? And the Guardian last week told us ‘Ukraine war briefing: Trump says he is ‘not sure’ about letting Ukraine build Patriot missiles’, which might be fair, but if the American numbers are so depleted, seeing up a Ukrainian missile manufacturing base, optionally in the United States, United Kingdom France or Germany to let the Ukrainians get their feet wet whilst being in somewhat control of the creation of these patriot, all whilst there is a steady stream of reinforced creation of missiles. Did they not think of that? Which comes right along with “A drone factory in Kyiv destroyed by a Russian ballistic missile was owned by a US corporation, in what appears to be the first time Moscow has targeted a US company in the conflict.” As I see it, the United States is in deep waters than we think. Because it already depleted a third of their Tomahawks and a large amount of their Patriots. I would think that they needed all the help they could get, especially if they are about to face off to that bar called Russia. But that could merely be my ‘wrongful view on the matter’ and I am not a military expert (haven’t been one in over 44 years). 

So as we get “Trump told the Wall Street Journal last month: “We have far more munitions than anyone in the world, and far more than we need.”” Which beckons the setting for the midterm, because the military has its own share of democrats and when even one comes across with the actual numbers of all the stockpiles they no longer have, it is the opinion of this small, useless, humble blogger that the Midterms are set to the ‘inaccuracies’ surrounding those statements. A political deal done and it started with the actions surrounding February 28th 2026 and it wasn’t even a leap year. 

So have a gander, mull over what I saw and consider a setting where the United States will be facing of Russia with its alleged depleted amounts of ammunition. I reckon the US will need Ukrainian reserves a lot more than the other way round and that is before we realise that this will set a new marker, A war on two fronts and I thought that was last with a Frenchman named Napoleon. How did that turn out? If only one of those 40 peace deals were true it wouldn’t be that bad, but apparently it is. 

So have a great day and now it is time to get some coffee for this decrepit body of mine.

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August 5, 2026 · 20:42

Wrong footing?

This happens, we all get our footing wrong, even I. As such I had my ‘ideas’ about Ahmed Mawlana, nothing bad. But whilst we see ‘Has the UAE’s meteoric rise reached its limit?’ Which is given to us by the Middle East Eye (at https://www.middleeasteye.net/opinion/has-uaes-meteoric-rise-reached-its-limit), so Ahmed Mawlana is a researcher specialising in International Relations and Security Affairs. He holds an MA in international relations from Sabahattin Zaim University in Istanbul, so as I see it, he is no grocery wannabe. And I am fine with that. So as we see “In less than two decades, Abu Dhabi has transformed itself from a relatively low-profile Gulf state into one of the region’s most assertive powers. How did a country of around one million citizens acquire such an outsized regional role? The UAE’s rise is linked to its ability to capitalise on successive regional crises, beginning with the 2003 US invasion of Iraq, accelerating with the Arab Spring, and gaining strength amid Washington’s declining engagement in the Middle East.” He ends the article with “Ultimately, the principal constraint on the Emirati model is structural. The UAE possesses immense financial resources and an extensive network of international partnerships, but it remains a small state with a limited citizen population and little strategic depth – making it difficult to sustain prolonged regional crises, or to confront larger powers directly.”

I get what he write and there is logic in this, but I also see what the UAE has achieved and whilst I was never there, YouTube has been very vocal (it’s YouTube creators) to show us all what the UAE has achieved. In support of my way of thinking is the Reuters article that gives us ‘UAE non-oil growth hits four-month high in July, PMI shows’ (at https://www.reuters.com/world/middle-east/uae-non-oil-growth-hits-four-month-high-july-pmi-shows-2026-08-05/) where we see: “The United Arab Emirates’ non-oil private sector grew at its fastest pace in four months in July as new orders climbed to a ‌five-month high and export business rose, a business survey showed on Wednesday.” As I see it, the non-oil part is essential here. We see the growing tourism and service settings. We see additional maritime growth and that is merely the beginning. The UAE has a lot to gain in all this, which is why I have ‘issues’ with the setting of Ahmed Mawlana. He might be correct, but the term “meteoric rise reached its limit” can be explained in a few ways. One of them is that the stellar growth might be gone. I don’t think so, especially as tourism can still grow a lot more, but that is possible. Still as we see Real Estate and tourism grow, there is still the difference between strong growth and meteoric rise, so whilst the second has reached its peak the first one is still within the grasp of the UAE. Personally I think it is becoming time to make Iran extinct. A shameful thought to have, nut they did that to themselves and I created 4-5 military IP’s to make something according to that need happen (I am more of a surgical instrument) why kill when you can destroy their abilities and commodities so they destroy themselves. I am at times that simple.

So whilst we get the setting that Reuters gives (just a few) 

  • Firms linked this to easing regional tensions and stronger activity across the Gulf.
  • Employment returned to growth after June’s steep drop.
  • Business confidence weakened for a third straight month to its lowest since March.
  • Backlogs of work rose at the strongest rate in four months, reflecting firmer demand and freight congestion.
  • Input cost inflation edged closer to April’s recent peak.
  • Firms raised selling prices again, but only mildly.

Which is also slightly debatable. For instance we see “Business confidence weakened for a third straight month to its lowest since March”, which I accept as one of the given facts, but at this point I wonder how that confidence level is when compared to the US economy setting of the United States? This question is formed as Al Jazeera gives us ‘Why did the US economy slow down?’ (at https://www.aljazeera.com/video/newsfeed/2026/8/4/why-did-the-us-economy-slow-down) where we see “The US economy slowed more than expected, but it’s not because Americans stopped spending. So what really happened? The answer lies in how economic growth is measured, and America’s massive investment in artificial intelligence”, yet the other (not given fact) is that players like Deloitte give us “While broad corporate spending is skyrocketing, tangible financial returns often take two to four years to materialize instead of the usual 7 to 12 months for standard tech” and I have a problem with that. Some sources give us “Studies indicate that up to 95% of early generative AI pilots struggle to show a clear positive financial return because tools are deployed without changing underlying workflow” and I see the class actions forming and that is messing with the RoI (Return on Investment) as well. All this is making the US Economy not a volleyball but a paintball at best and anyone who gets hit by its paint is heading for stormy weathers (not the girl), although the effect are the same, but not as pleasurable. In all this, there is optionally a cause for not seeing meteoric rise but strong growth is still on the table, no matter how muddy the United States administration makes some ‘facts’ look. And in all this, I till see plenty of options for the UAE, I merely think that they need to go of the AI horse. The AI is lousy and all AI is Fake AI (as I personally see it), so why bury yourself in 3-8 years of turnaround (I definitely disagree with the Deloitte numbers. I reckon that the UAE has a better setting throwing themselves on actual programming and creating stuff that has the turnaround time of 7-12 months. Let big tech break their teeth on tech that is over a decade away. They might survive, others will not and I do not trust the settings that the United States are throwing out there. Too much of it is not validated and as I perceive it not verified in any way. The UAE has actual issues to face (that terrorist state Iran) and holding their coffers in a 3 to 8 years wait state is no solution. 

Perhaps I am seeing this wrong, these fake AI have real options, ML and DL are great tools (I use the term DML as they are combining the two) and I have seen great solutions, but that setting in a 3-7 years setting is not a real solution. Consider the issues that some are reconsidering idea that are out there ‘How Commonwealth Bank and Microsoft are reimagining the future of customer service’, which I see as nothing more that the setting that NICE and CX One already have. So whilst that is happening. I wrote ‘Two paths to similar stages’ (at https://lawlordtobe.com/2022/03/30/two-paths-to-similar-stages/) in March 3022, so it is not a last minute idea. There was more, and in light of the Tourism settings in both the UAE and Saudi Arabia, the idea started to form to have a Muslim solution (I meant Arabic) that industry is exploding to a larger degree whilst they are all pushing American solutions which are not 100% covering Islamic rules and ideas. That should stop and I saw an opening for the UAE and Saudi Arabia to get one solution in the field that would fuel both nations, optionally Qatar, Egypt, Pakistan and a few other places. So whilst Microsoft had this inflated idea with “CBA will work with Microsoft to drive greater customer benefits through wider adoption of generative AI (Gen AI) and ongoing cyber security initiatives” I saw this idea 4 years earlier whilst not using AI, because it would be decades before we are there. 

Just thinking out loud. Have a great day today

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July 29, 2026 · 16:58

When good men go to war

That is what is reverberating in my mind. And I got this from ABC less then 3 hours ago. They are giving us ‘US thwarts Iran’s ‘surprise attack’ and launches strikes with Saudi Arabia against Iraq militias’ it was given to us (at https://www.abc.net.au/news/2026-07-29/fighting-reignites-as-us-strikes-iran-backed-militants-in-iraq/106970590) and my initial (and later thoughts) were “Good for them” I have had enough of all these proxy settings and the fact that the IRGC (now apparently operating from Iraq) gives us “The US says it has carried out fresh air strikes in Iraq alongside Saudi Arabia, targeting Iran-backed militant groups after a wave of drone attacks on US forces. Iran’s Islamic Revolutionary Guards Corps (IRGC) later said they fired several ballistic missiles at a US air base and a US military Central Command centre in Jordan, in what they described as a response to US actions against Iranian interests.” Whatever they say, it did not validate the direct attacks on Saudi Arabia using Houthi terrorists, it did not warrant the numerous attacks on the UAE and when the UAE joins the attacks, Iran Is truly done for, because at some point USA might not be able to continue, but Saudi Arabia and the UAE are next door, only small water separating them from Iran (aka the sea of Dammam). So whilst we are given a summary

  • The strikes were in response to more than 30 drone attacks directed by Iran’s Revolutionary Guards over the past 72 hours, the US military said.
  • “The IRGC and its terrorist proxies must cease these attacks to avoid further US military response,” it said in a statement on Wednesday.
  • Saudi Arabia confirmed it carried out the strikes alongside the US, saying the action was in response to recent drone attacks on Saudi oil facilities.
  • Meanwhile, Iran’s Revolutionary Guards said three oil tankers were “struck and stopped” after ignoring warnings in the Strait of Hormuz, which remains effectively closed.

As I saw is in the beginning of February it can now start, the closing of harbours, the destruction of railways and when these fall out of the equation, only the roads are relatively safe, but I have a solution for that too, not bombing using billions of dollars, but the more refined setting I have in mind taking out the trucks ad road at the same time and at that point Iran becomes a useless piece of junk sized at almost 650,000 square miles and why will it do then? It will cry like a little girl is my assumption on the matter. 

And as I see it, the nations of the world are out of patience with Iran, especially as fuel prices are taking another strike towards new heights. I reckon that Houthi terrorists settings will be dealt with next. That Is the process of terrorism as well. Saudi Arabia does not forget and whilst Houthi debates are settled the way they want it (bombing them for all its worth) we can see the deliberate setting that Houthis are facing then, because as I see it, they can now no longer hide in Djibouti and/or Eritrea. As I see it, these governments have a needed interest in stopping these attacks from happening from their terrains and they will sort out what they need to all on their own and I reckon that they prefer to be looking good towards the Kingdom of Saudi Arabia and not really interested looking good towards a terrorist organisation. 

And in all this the setting of safety of Saudi Arabia is regained one step at a time. So whilst we were given “Yemen’s Iran-backed Houthi rebels claimed they struck two Saudi ships as part of their campaign to disrupt the kingdom’s shipping.” And as they did this (to the best of my speculative knowledge) to appease Iranian interest, they now face not one, but at least two adversaries because the United States would want this political effect gan traction and it is highly likely that the USA will optionally also hit Houthi terrorist locations because that gets the work done and whilst the media is now ‘running’ towards a new front, the impact that the western media is now seen as too irrelevant to be of interest to nearly anyone, it would be the effect to come late to a party, so as that last guest (the western media) is now entering while desert is served (like in just desert) the opinion of all is not “How nice to see you” but a solemn “What kept you all this time” and I would personally like to hand the microphone to General Turki al-Maliki taking a much overdue jab at the western media on this. But that is merely my $0.0325 cent on the matter (that is $0.02 hit by devaluation) because as I see it, that delay has a larger setting.

So whilst SBS give us ‘Saudi Arabian forces join US in strikes on Iran-backed militants in Iraq’ we see that Al Jazeera gives us different news. You see, the headline read in Google gives us ‘Iran war live: US, Saudi forces attack Tehran-aligned groups in Iraq’ whilst the article gives us ‘US, Saudi forces attack Iraq; IRGC fires missiles at Jordan’

As such I wonder who else (optionally in Iraq is whistling Iranian music? Because the use of ‘Tehran-aligned groups in Iraq’ seems to be suspiciously specific. And as I see it, if Iran is expending into Iraqi territory, is a player like Kata’ib Hezbollah responsible for catering to the needs of the IRGC? It beckons thought as this implies that the IRGC is desperate to expend its allies to a larger degree and this comes at a price, making my prediction of hitting refineries, harbours and infrastructures 5 months ago a little more warranted, because all this will be costing Iran a pretty penny.

So whilst you can consider how right or how wrong I am, the truth of the matter is that as the Kingdom of Saudi Arabia is joining the USA in keeping Saudi Arabia safer the real stings are that Iraq and Yemen are facing serious repercussions on their decision to come in support of Iran against the safety or Saudi Arabia, it could become a very interesting week, because when they stop supporting Iran, Iran might actually feel boxed in enough to consider a few peace talks.

Have a great day all.

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July 25, 2026 · 00:42

Optional name calling

That is what has been going through my head, you see, as the BBC (at https://www.bbc.com/news/articles/cvgj61j6l08o) gives us ‘US hits dozens of countries with new wave of tariffs’ where we as nations are starting to call names, and in that setting of name calling, we get a new stage. America has lost whatever allies he thought he might still have. Now, as I see it, America stands alone for the foreseeable future. So as we are given “The US has imposed new tariffs on 60 trading partners in the latest escalation in the trade war reignited by US President Donald Trump when he returned to office last year. Those targeted, including the UK, China and the European Union, will face a tariff of 10% to 12.5% on all goods, accounting for almost all American imports.” As such the kid in me (the one calling other names) wants to find a solution for this and leaving the United States out of this seems prudent. Can we sell to other commonwealth nations? So can we give the United States a bonus tariff twice as much? So any product coming into our nation will get 30% tariff, and we given other nations exporting to us 0% tariff (if applicable) in that same trend places like Canada and the EU importing Australian goods get 0% tariff, same for their stuff getting here. I reckon that America will fave a implosion of non-commerce soon enough. There is nothing wrong with the idea of suspending all goods from Kraft and preferring Italian goods over Kraft. Same for Heinz and whatever else comes from the United States. I bet that there are leagues of Canadian and EU goods that could replace other goods that are (for now) coming from America. I reckon that it merely takes 90-120 days for the United States to ring every alarm bell they can find, because this will also implode Wall Street, when brands like Cisco Systems Inc finds themself part of the tariff settings and when its EU competitor gets the bulk of the jobs that were for Cisco, what do you think will happen when ASUS gets these jobs? Because that is a larger playing field. When goods from the United States are rejected, the goal will be to push long term brands out and when they go anything could happen. Will it be easy? Nope, but could it be done? That is the setting that the American Administration is seemingly overlooking. And not going into a ‘lets talk about this’, but a direct rejection of these options. In the same trend that several European nations are now rejecting Microsoft, what happens when that rejection becomes global? Other brands could now see the rejection lights come into view for themselves, because there is every chance that places in the EU and the Commonwealth see opportunity rise, because they were held back by the competitiveness from the United States, when that falls away nearly anything becomes possible. I reckon that Dell will love that idea (and Ireland just as much so). 

So whilst we are given ““Today’s action will begin to correct what is both a human rights abuse and distortive trade practice to improve the welfare of workers everywhere,” US Trade Representative Jamieson Greer said. The new duties apply to the top 60 US trade partners covering 99.4% of US imports, the Office of the US Trade Representative said.” So whilst that amounts to 99.4% of the US imports, how much of the US Export is set towards these same 60 nations? So whilst we see ‘validation’ through “Asked about the forced labour justification, she said: “I think they were looking for a legal reason to put the tariffs in and that they can maintain them because their goals and Greer has been very clear about this, as has Trump, is about the trade deficit and it is about US manufacturing, it is not about forced labour.”” You see, we are also given “Australia’s total annual imports from the US reach approximately US$60.9 billion” so how much of that could be gotten from the other Commonwealth nations, the EU and China? And set up a system where these 60 nations are given those same settings. As such as these nations could instead of exporting to the United States export the same materials to other nations when they reject all the US exports to their nations. I am not saying it is simple, or even feasible, but the United States exported a record $3.43 trillion worth of total goods and services in 2025. So when we dampen that by at least 50%, I reckon that the old days with people jumping to their death on Wall Street might return. And after that, the United States gets to see what that also brings, because when $1-$2 trillion dollars is likely to keep many people in the United States employed, when that falls away they have another nightmare scenario to content with and they already have a few of these running all over the lawns in Washington DC and optional at Wall Street too. 

As I see it, we need to become a lot more proactive in stopping that insane asylum called White House. And as I saw a term called “Pimp of the United States”, I wonder who they meant, because I merely saw the term, not sure where it was coming from. But in this light it might get another settings too.

So whilst we are reshuffling trade agreements, I reckon that China will see opportunity to hand the United States much less good news, optionally the EU nations and the Commonwealth nations too. So consider this simple setting, Pakistan exports a wide range of goods totaling over $36 billion annually, led heavily by textiles, house linens, and rice. Major buyers include the United States, China, Germany, and the United Kingdom. So what happens when the United States is removed and they get Canada and Australia and a few EU nations to replace the United States? Pakistan is hit with 10% tariff, what happens when they can replace United States with these alternative destinations? How many will need to consider this to see what happens to the United States when places like Walmart end up having empty shelves? Just saying, that game can be played by more countries and what happens when Saudi Arabia and the UAE (both 12.5 percent nations) get the same options? How many more nations need to consider this before Jamieson Greer as the Trade representative can inform President Trump that he has a new nightmare coming his way? And I reckon that these 60 nations will add some numbers, I looked at three nations and I got $36B + $26B + $31B giving us $93B. I reckon that we cannot get 100%, but even if we get a mere 70%, it will add to the incoming nightmare into Washington DC pretty quick and it is the setting we cannot see, because if the Commonwealth, EU and China can create a setting to get our needs met, there is a larger setting that the United States will end up getting isolated in the process and that is a bad place to be, especially with their negative settings in their economy at present. 

I reckon that doing this is a lot more productive than some people resorting to name calling, but that is merely my point of view. Oh, and what happens when people are introduced to Canadian, EU and UAE/KSA movies and TV series? Did anyone see the premise of that, because I have been irritated to no end of American streamers denying other parts of the world these series, because there is a benefit of withholding these series. So whilst Disney is hedging on the setting that these people will resort to Disney plus. But what happens when the opposite is achieved? What cost will they face then? I get that streamers want an advantage and they should use that, like perhaps a year, but what happens when people have had enough? If I feel this now, I am 100% certain that at least 2-3 dozen people feel that same way. And It should not be a forced buy from Amazon either. It feels like a repetition of movies in the 90’s. I am not sure it is a valid comparison, but that is what it feels to me and as I see it, there is plenty to consider from outside of Hollywood. But are these makers considered? Just writing my thoughts out loud (without resorting to capitals), so you all have a great day and consider what I wrote here, I reckon that several of them might see the light and as my mother was originally born in Argentina and lived in Uruguay (Montevideo), there might be some cultural needs too. I wonder who else has a connection to some of these 60 nations. Because culture is a strong handle to have in all of this. Which makes me wonder, when was the last time I had Dulce de Membrillo? Together with a lovely Dutch Cheese (Edam) is quite the treat and I haven’t had that in decades, perhaps even half a century. So what else can we get in the near future in a supermarket near us?

Write to you all later.

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July 23, 2026 · 10:33

What would you do?

We get that is the ‘dangerous’ question, but consider your situation when you are a mere step from becoming broke (or whatever a nation calls itself) you have no credit left, no goodwill left and you need to get your defence settings up (in a major way) as such the United States is set into a almost unbearable situation where (according to several newspapers)  they are requesting ‘Iran war has cost US $37.5bn so far, Hegseth says, as Pentagon seeks billions more’ (at https://www.bbc.com/news/articles/c70gek2kqyno) beside the setting that as I see it, that almost 38 billion amount seems to have been stretched, the request of “Hegseth told the Senate Appropriations Committee it was urgent that lawmakers approve another $87bn in congressional funding for the Pentagon, with $67bn of that destined for operations in the Middle East.” I am not debating the amount, although seems to be a little far fetched, especially as in 2025 the num bars given were “The U.S. national defense spending for fiscal year 2025 totaled approximately $919 billion to $954 billion in total outlays (with the initial Department of Defense request starting around $849.8 billion)” setting the need for Iranian oil well beyond 10% of the total and “The White House asked Congress in April for $1.5tn for the Pentagon over the next fiscal year, which would raise American military spending to an all-time high in the modern era”, where we consider that the US defense forces are at that stage loaded for bear (as expressions go). And compared to 2025 it exceeds 100% of the previous year, as such I am facing questions. It makes sense in my consideration that the United States is about to buckle and they want their defenses to be up when it does. So whilst we are given “Hegseth said current and future training for military members would need to be cut without the funds, as he repeatedly blamed former President Joe Biden’s administration for what he said was an underfunded military. The most senior Democrat on the committee, Patty Murray, pushed back on the funding request, saying it “does not make a lot of sense”. Asked by Democratic Senator Dick Durbin if he had an estimate for how much the war in Iran has cost so far, Hegseth gave the $37.5bn figure.” I can see both sides off the argument, especially if the United States would be forced to forfeit on their loans and when the US Treasury bonds are dumped by others (which is at present set to almost $9.37 trillion) the setting that this could be dumped on the markets whilst also seeing over a trillion dollars in interest bills. I reckon that 2027-2028 will become a messy United States to be sure. As most of these settings collapse, a strong defense is pretty much all that stands between the United States and circling vultures. 

As such I see the requests of Pete Hegseth, whilst not debunking Patty Murray on any of this, and in all this the blaming on all this on former President Biden is becoming stale to say the least, especially when too many truths are getting twisted in all this. As such a headline given 11 hours ago where we see ‘The USA has collected 13 billion dollars from Venezuela’s oil sales, but has not provided details about the destination of these funds.’ As such there is a concern that these finds are handed to the US defense coffers, as such the 37.3 billion might have to be lessened by $13 billion, or did you forget about the Venezuelan clambake? And in all this, what are the total numbers of expenditure in troops, material and ammunition in all of this? Why wasn’t this raised on numerous occasions? Or is whatever went under the bridge no longer an interest to the media? All these questions and there is a consideration that the $13,000,000,000 was used to keep the United States afloat. It might be merely my view, but I am unwilling to consider that none of the media has considered that, or are they driven by Epstein files and digital dollars to make their revenue?

So, You see, the questions are piling up and the setting of a ‘State of the Union’ because as I see it, these parkers were up for some time and the ink from the date of February 24th 2026 is barely dry. As such the setting of the speech, which is supposedly giving the nation “Outlines the condition of the nation, reviews the administration’s achievements, and proposes upcoming legislative priorities” might have missed the marker by at least a mile and when you consider that the “The current “golden age of AI” is an era of rapid technological acceleration driven by generative models, deep learning, and massive infrastructure investments. This period has radically lowered the barriers to software creation, automated complex workflows, and sparked national science initiatives like the White House report on” would be missing the mark by at least two decades and that is the short and sour of that equation, as such there is no golden age, because (as I see it) that revenue is being pushed back and forth by 3-4 corporation with Nvidia being the largest winner. So there is a larger default and in that age Pete Hegseth is requesting an amount going towards $1,500,000,000,000 and that is bedsides the Stargate funds, which is targeting up to US$500 billion in total funding by 2029. It was officially announced by OpenAI, SoftBank, Oracle, and Abu Dhabi-based investment firm MGX. And when this is set in the scales with a estimated debt of $39,588,242,618,845 the numbers are not adding up. It is almost like these debts are ‘compartmentalized’ though people that seemingly don’t talk to each other and they are taking turns talking to the United States Department of the Treasury. I wonder how Scott Bessent is keeping all that separated and apart for a speculative reporting. Did you not wonder that? 

In all this I wonder how some parties are avoiding the limelight in all this and the requests by Pete Hegseth brings it all to the surface, because a journalist should have had his quills up (those without a text editor) and that is seemingly not happening, because we would have read this and whilst one source gave us: ‘The US printed more than 3.3 trillion dollars in 2020 alone and it matters today’ whilst I cannot deny this might have happened, there is no valid source or a newspaper who is supporting that part and if that would be true, the dollar is due for a decent downside, because that would be added to the $39 Trillion debt and I raised this in ‘Is it that simple?’ With an exaggerated Weimar example (at https://lawlordtobe.com/2026/07/19/is-it-that-simple/) I remember that, because I had a DM100,000,000 note, which I hope would be enough to persuade some gorgeous lady to have sexual intercourse with my 16 year old body (we are delusional in what we can) and not weirdly, no one was taking that bait. But that is for another day. Still that setting is out there and all the facts are not events that took place in the last few weeks, as such the State of the Union might have been a hollow ship and when we consider rallying that my setting for a imploding United States might be on track to be 11-23 months from now. And as I see it, the Pete Hegseth request as well as the clambakes towards Canada (51st state), Greenland, Venezuela and Iran snow bringing too much to the surface and that is not a good thing. Because the United States needs friends, it desperately needs them and as I see it, they alienated allies they had, busted up economic options and as I see it, what was intended for the coffers of the United States, is now headed towards Canada (making me happy to a larger degree). And as China is now infringing on options that had put the United States in the first Column, China is now moving into and leaving the United States in the third column (a sales term). As I see it, the Kingdom of Saudi Arabia and the UAE is putting their options towards tourism draining the United States even more and all this is adding up, whilst some costs and expenditures are not voiced correctly (as I personally see it), as such the United States is in a bad place and I ask you: ‘What would you do?’ Because the simple truth is that the one priority of the United States is the United States, that much anyone should accept. But how will they get there? So whilst one source (PBS) is giving us “President Donald Trump’s financial disclosures revealed that his business ventures generated over $2 billion in 2025 during his first year back in office—more than triple his prior income. These unprecedented financial gains, heavily driven by cryptocurrency projects and branded merchandise, have intensified public debate and ethics scrutiny regarding potential conflicts of interest” we are facing two settings. Did he break any laws (I don’t care) and the second setting is “Are the United States is much deeper waters pertaining to the debt levels than anyone is considering?” Because that part matters, it matters for the Commonwealth and it matters to the EU and they need to either get stronger together, or seek some kind of an alliance with a place like China. And I think that this might be the case as the China bashing through places like LinkedIn is getting stronger and as LinkedIn is Microsoft, it brings the seating that this might be the reality we have to face. 

Feel free to deny or debunk my views, but there is too much out there and I am merely keeping a tally of what is being missed by the media at large. 

Have a great day today.

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July 19, 2026 · 17:31

Is it that simple?

There is a stage when the village idiots shout things that kinda offends us, but we whisk it away. Then we reconsider their shouts and think ‘Has it come to this?’ And we consider what we know. So as we are given (at https://www.bbc.com/news/articles/cwyq93j34lgo) by the BBC that ‘Trump threatens new Canada tariffs over fires sending ‘filthy’ air into US cities’ the first think I want to say is that Canada had no protests coming to the aid of California whilst it was burning down (and Doug Ford, a man from Etobicoke said so), and as we see that the United States puts over 1000% (compared to Canada) pollution in the air, we might think a few things of these village idiots. But then we consider does it help to counter these people? So I went to think in another direction. ‘Has the United States become this broke?’ Because there is reason for this thought even though we hear people say that a country cannot go broke, they can print money. Some (the really old people) might remember the hyperinflation of the Weimar Republic between 1914 and 1923. 

We get into the setting that people pay DM150,000 for a bag of potatoes (not to mention the price of beef and butter) so this is not a solution and at that point all saving are almost immediately reduced to zero. Beside that the White House requested a record-breaking $1.5 trillion for the defense budget for Fiscal Year 2027, alongside a separate $87.6 billion supplemental request driven heavily by military campaign costs related to Iran. And that is where things get really (really) dicey. You see, the total U.S. national gross debt stands at approximately $39.4 trillion, which implies that the United States now has an annual interest bill of over a trillion dollars. As the IRS (the American donation system) gets about the Internal Revenue Service collected $5.3 trillion in gross taxes, processed 271.4 million returns and forms, and issued $638.8 billion in refunds, this now implies that the United States will have to do with at least 18% less money and that is happening in less then 12 months. How do you think the United States can pay for infrastructure and other services? I saw this coming a few years ago and I tried to warn you all about it, but people like to listen to those countering that and claiming that there are solutions. The United States is too big to go broke. As I see it, the invoices need to be paid and the United States will have nothing left to pay in 12-24 months. At present we will see that certain things will be pushed forward and others are set in the backpay setting, but it is now running out, as such the United States are now claiming all these tariffs and other money making settings, but as I see it, the party is now as I would personally see it, officially over. And as the United States gets less and less revenue as they pissed of pretty much any ally they have, the new setting is that they need to get whatever they can. I saw the 51st state (Canada), Greenland, Venezuela and Iran as the precursors towards a nation too deep in debt. And there were others who saw it as well. As I reported in March in my article ‘Where is the trust’ (on March 17th 2026, at https://lawlordtobe.com/2026/03/17/where-is-the-trust/) where I wrote: “Because if I can figure this out in the last decade and now we get that Dave Kelly (JP Morgan, as per OCT2025) can figure this out, you should wonder why others couldn’t figure this out. I get that I am a no one is all this, but David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team of JP Morgan and he is a voice to consider no matter how you slice it” as such my speculative setting is that the party is over and the chances that the economy of the United States will collapse in the next 12-24 months. And there is more bad news, those who held onto the treasury bonds might also dump those in the near future and there is no leeway for the United States, they pissed off too many people. So as I see it, they all made their beds in that election on November 5th, 2024. Which was the last nail the United States had left. This setting did not come overnight, this setting was pretty clear around ‘The deal compared to morality’ which I wrote on January 29th 2021. So this stage has been evolving for a while and the political players went from hype to hype (the current one is the nonexistent hype of AI) and no one is asking the hard questions. But as I see it, the setting is most likely to be that the banks in the United States will likely go in some vulture setting, because at that point the carcass of what was the United States will be devoured. This setting was encouraged by the settings of Wall Street and others have faced it and now the United States will face that and a likely 330,000,000 massively angry people, but that is what they signed up for, they could have voted differently. 

So whilst everyone is looking for a way out, they will see that there are not that many options. The current administration burned those bridges down to a cinder. 

Have a great day and consider what is real and what is not. Perhaps I am all wrong (not certain I am), perhaps (massively unlikely) so is David Kelly of JP Morgan, but there is too much out there and someone will figure out what I did well before 2021. So have a great day and don’t forget that that in Germany 1923 the price of coffee became a famous historical example of runaway prices, famously rising from 5,000 marks to 7,000 or 8,000 marks in the time it took to drink it, so when did anyone in the United States make enough money to afford such a cup of coffee?

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July 18, 2026 · 02:05

Terrorists are as terrorists do

I got hit by two news pieces. The first one was the Canberra Times, which I will discus second. After that I saw the news that Sky News gives us (at https://www.skynews.com.au/world-news/global-affairs/iran-tells-houthis-to-close-red-sea-gateway-if-us-hits-power-network-sources-say/news-story/e0db23cd9c0ccb4eba564a13c222be79) where we see ‘Iran tells Houthis to close Red Sea gateway if US hits power network, sources say’. So, Iran vie Houthi terrorists attacks Saudi interests when another party attacks? And we let these settings happen? Lets’ be clear, Saudi Arabia has not now, not ever allowed the United States launch attacks on Iran via their ports and harbours. As such it now becomes unacceptable and I consider it up to Saudi Arabia to do whatever it needs to do to make certain its areas are terrorist clear. As I see it, It is up to Saudi Arabia to do what it needs to do, but as I gave both the UAE and Saudi Arabia my military IP and I find it totally acceptable to use this against Houthi terrorists. As such the Port of Aden is about to become the only way in or out, handing the Yemeni authorities a new strength and as the Port of Hodeidah, Port of Mukalla, Port of Mokha, Port of Saleef, Ras Isa Marine Terminal and the Port of Nishtun are now valid targets to be closed for months at a time. As I see it, Houthi terrorists will suddenly cry for mercy when their only access port becomes Route 45 (well, it goes through Saudi Arabia, so that one is out too). But more about that later. 

You see, the news all started with the Canberra Times (at https://www.canberratimes.com.au/story/9312297/houthi-leader-warns-saudi-arabia-against-escalation/) giving us ‘Houthi leader warns Saudi Arabia against escalation’ well, Saudi Arabia did nothing to escalate, it was all the United States (with support from Israel) and they escalated Iranian actions. As such pretty much the whole world will allow Saudi Arabia do what it needs to do. And I gave my IP months ago, as such closing the harbours becomes a first step. So when we see “Yemen’s Houthi leader Abdul Malik al-Houthi says all Saudi oil ‌and other vital facilities will be targets for the group’s missiles ‌and drones if Saudi Arabia escalates its involvement in the conflict.” Well, to be clear, Saudi Arabia hasn’t done this, it is just a hidden meaning of someone stopping anyone to halt the United States from attacking Iran, and they attacked ships in the strait of Hormuz. As I see it, Saudi actions are clear. They can attack any Houthi terrorist interests anywhere in Yemen, which pretty much guarantees shutting down their ports and the world will approve whatever Saudi Arabia thinks it needs to do. I don’t think Houthis terrorists have ever faced that before.  So the cry stories of those innocent Yemeni children will now go to deaf ears and as Saudi Arabia recently cleared 1,293 explosive devices in Yemen (source: Arab News) Houthi forces are about to learn what happens when the world has had enough with terrorists camouflaged threats. So whilst we see ““The real equation is ‌Sanaa airport for Riyadh airport, airports for airports, ports for ports, and blockade for blockade,” the Houthi leader said in a televised speech. Yemen has been mired in civil war for more than a decade since the Houthi rebels seized the capital Sanaa, prompting ‌a Saudi-led military intervention in 2015 in support of the internationally recognised government.” As such they camouflaged threat will be met with other settings. As Saudi Arabia retaliates I will have to revisit my IP that takes the highways out of the equation as well. It will effectively isolate Houthi terrorists in their places. So whilst Sky News gave us “Iran told Yemen’s Houthi rebels Wednesday to prepare to close the crucial Bab el Mandeb Strait — the critical shipping lane on the west side of the Arabian Peninsula— if the US strikes Iranian power plants.” There is a second setting, because this all relies on Iranian goods and when those are of the table, Houthi life will become a lot more difficult. Whatever happens, I hope the international world will give their support to Saudi Arabia to do whatever it needs to keep its places safe and secure. Because as I see it, Iranian actions shows that it has become as desperate as we have ever seen them and as Iran relies on terrorists to do their bidding, the hands of Saudi Arabia are no longer bound by international cry stories. 

There is only so much threats that we are willing to accept and Iran using terrorists against a nation who is not involved in activities against them, a nation that even denied the United States to act against from its lands, or even fly through its airspace. As such the war board will change a lot soon enough. 

How soon? That is up to Houthi leader Abdul Malik al-Houthi, but he needs to realise that the world will no longer idly stand by to these actions and I reckon that Saudi Arabia might find many nations willing to part with military hardware for Saudi Arabia in the process. 

So to all I wish you a happy lunchtime (Toronto) or dinner (Rotterdam) and I as I am still 360 minutes from breakfast I might treat myself to a cookie at present. Have a great day all.

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July 13, 2026 · 10:15

Using the media in war

That has always ben the case, as early as the 1620s as Corantos. A first-hand battlefield datelines and updates on the war. It is a little bit disappointing as they were a stronger setting of what was to be than what the media gives us now in 2026 in the Iran settings. Headlines like ‘Iran bets Trump will blink first’ and ‘‘We’re beating them up’, Trump on fresh Iran strikes’ and lets not forget ‘U.S. insists Strait of Hormuz remains open despite Iran declaring it closed, as strikes escalate’ all less then three hours ago. So, what is the measure of a war? But I am sitting in a setting with a headline 6 hours ago. We were given ‘The Guardian view on Trump and Tehran: everyone loses when the US and Iran overplay their hands’ and I say firmly ‘No!’

You see, the media is part of this mess. When they decided to reject the evidence from Brigadier General Turki al-Maliki on the drones from the Houthi terrorists (supplied by Iran), which clearly showed that Iran was behind this all. As you ignored evidence of an attack on Aramco, whilst blatantly ignoring that Houthi forces did not have the ability to expertly drive drones 10 times into Aramco targets, simply ignoring that this required high knowledge of drone aviation, only found in a state operator like the IRGC. You pretty much tailored your own demise from September 14th, 2019 onwards showing others that you were so dependent on the digital dollar, that you catered to its infliction of whatever drove clicks best. 

This is a stage the media catered to and whilst we see other things evolve, they cater to what drives clicks. The media has lost its footing, its credibility and now they are catering to the populist voices. And in all this I might be wrong (my nautical knowledge is almost half a century old) we see “Under international law, Iran does not have the legal right to completely close or block the Strait of Hormuz to international shipping, although it has used military force to heavily restrict and control traffic. The strait is governed by the regime of “transit passage” under the UN Convention on the Law of the Sea (UNCLOS), which guarantees that all civilian ships have the right of uninterrupted navigation” (source: Opinio Juris) but the larger setting is that any water has optionally two parties. 

The Straight of Hormuz borders Oman as well, as such there is a stretch that is Omanian territory, so in my naive setting I would say that the ships go via the Omanian part of the strait. I might be oversimplifying this, because Iran would have to attack Omanian waters and in that setting all parties including the GCC could attack Iran for violating their rights. I know I am missing a few settings, but this is what seems to be possible and if the media did their work, even if it is debunking my idea it might have been fine. But they did not did they?

So whilst the media seems to have dug its own Grave by adhering to proxy wars and for the benefit of access they might have silenced a few items (allegedly), we see an incomplete picture and we are thrusted towards headlines based on the old premise she said vs she said and as far as I can see this, this is all that is left to read. 

So what is the real deal? That is the question and in the meantime Iran does what it deserves best, wield the stick of terror over all the lands and I see that these warring parties are ignoring what gives Iran power to act, as such the destruction of their harbours their railroads and their refineries could have been a solution when I gave it 4 months ago. It almost seems like the United States doesn’t want to win, merely drag this setting along. Why?

Well that is all I have at the moment, as such you all have a great day today.

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July 10, 2026 · 22:16

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.”

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.”

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

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