Tag Archives: US Administration

To knowingly intentionally ignore

There is a state in any person’s mind to ignore anything that does not fit the need of the receiver. This is not a bad thing (at times), and we can ignore all we can, yet to deceive ourselves that it does not exist is another matter. 

To look at the station we need to look at the consideration of two settings. The first is ‘an organized effort to gather information about targer markets or customers’ this is the foundation of market research. After this we consider the second part, which is ‘the process or set of processes that links the producers, customers, and end users to the marketer through information used to identify and define marketing opportunities and problems’, as I personally see it, some do not see the difference (or ignore that there is one), or as I would imply, to knowingly use one as the other. The first difference is the population. In market research we investigate a population and we set our hypothesis based on the station of it. We dabble, we slice and dice this population, and we draw conclusions. The problem is that some hide behind the slicing and dicing, calling it the arbitrary process. For the most I have no issues with it, or better stated I do not care one hoot about some of these analysts. Yet lately I see the impact of decisions and business processes and I wonder if the people accepting the marketing stories whether they are in the dark, they do not care or if they are clueless. 

It started with Microsoft, then Ubisoft, after that there was a stage at Apple as well as a stint in the US administration. All acts based on what some would call ‘a market research into the people and the impact of view’ yet it seems like the marketing research of passing a bitter pill to the extent of surviving the action. That is clearly how it feels and the first act on my side was remembering a previous conversation, a conversation I had roughly 20 years ago. The premise was that a board was cutting expenses and setting the stage of having the environment where they stopped getting a 90% approval on their product and settling on an 80% approval. It is a dangerous and slippery slide. Yes it seems cheaper and it might in the beginning be cheaper, yet the station as we see it is dangerous as the degrees of freedom diminish (intended pun). As a product drills down in different areas, the 10% shift implies that on three fields the danger grows that the overall approval rate is optionally down to 60%, especially if the 20% missed rate hits any consumer 3 times. This is where Ubisot is at present and that is where Microsoft was in the last few years. In that stage we see “to develop technology that will enable them to stream games to whatever piece of tech a person is holding – be that a smartphone, console, or something yet to be invented”. It is the Ubisoft statement and that is fine, yet with the testing and inadequate versions over the last two years alone gives the consumer (the player) a much larger lag, especially when these players are only relatively happy and get hit again and again with downloads that tend to exceed 20 GB, how long until the player has had enough?

It is nice to drill down unto a group of satisfied players, yet the larger issue is that the non players are too often disregarded making the story told one that is largely built onto a shallow base of shifty sands. My view is supported by one small detail, as the PS5 was viewed, we saw an absence of Ubisoft games, the station of that 20% is now growing is it not? One of the largest software makers in history had no business not being present at this Sony show, whether they are going forward on both systems or not. It seems to me that this is not a small part, this is a much larger part and it seems to me that the predictions that I gave last year is slowly coming to fruition. 

Could I be wrong?

Absolutely! I cannot state that there is certainty, that would be short sighted on my side, but the symptoms are there, the lack of excellent gaming, dozens of updates that are several GB in size, there is a lack of testing there is a lack of listening to the gamers and the ones setting the stage of listening are rolling the dice which they optionally loaded themselves. They look better that way, yet the consequences for Ubisoft seem better, until the gamers move away, when you set the stage of a non-assassins creed game to call it that, something they did once before, the stage changes. Even as we were given last year “Ubisoft didn’t provide numbers, but said that it had made a “sharp downward revision” in the revenues expected from both games, which it blamed on a failure to differentiate Breakpoint from its predecessor, an overall lack of interest in sequels to live games, and excess bugs for the game’s failure.” (source: PC Gamer) There are two parts in this, the first is that the game sucks, the basic failures seen only yesterday by myself give a larger rise to that Ubisoft has much larger issues at present. The fact that I ended up with the game at 20% of the full price only 6 months ago, and the fact that to start the game I needed a 38GB patch shows that the issues are close to massive. It is not ‘to differentiate’, but to ‘properly code’ a game that is at the core of it all. The difference of Market research where Ubisoft investigates their game against ALL gamers, to a stage of Marketing research where Ubisoft merely investigates the Ubisoft players is part of that optional setting. When anyone hides behind the message and not behind the quality of product, we have a much larger issue and in the next console war, it would optionally set the deck to a very different stage. 

This is not about Ubisoft, Apple and Microsoft have shown similar failings for too long, and the stage where the US administration is in shows similar flaws, even as it is not a product, trust is, and it is faltering on several levels in the US. We can blame several stages in this, but it is not the blame, it is the investigation into the analysts and the conclusions drawn seems to be a much larger stage of marketing research, not market research. One optional stage is the way evidence is rejected and optionally completely ignored. We might look at the Coronavirus, it is not the point, that element merely brought it to the surface faster. Huawei is the first one that matters, no evidence was ever brought to light, it shows a stgs where the US is close to economic collapse, at that stage we see the greed driven marketing research where the actions are at disposal to the US assets, not the US citizens. This matters because it shows that the slicing and dicing of data is not getting the attention it is due, it is happening on corporate and political levels and elements like ‘How Austin Tech Is Democratizing Data’ might seem nice in theory, yet the larger issue is that some views are now seemingly solely supported by the topline makers, not actual academics with the education required to make some conclusions based on data, not the presented views that those in charge of governments and corporations would like it to be. So when we learn that “Imagine business analysts, marketing teams and even the C-suite having the power to interpret data without the help of the entire IT department”,consider that we are now in a phase where those who have are about to decide the fate of those who have not and those people are in for a massive rough ride, or so they believe. When we see the corporate players like Ubisoft and Microsoft folding on strategies as they lose larger and larger market shares, we will see destabilisation of a much larger degree and there the game is up for grabs. Even as some resorted to terms like data democratization, it is a much older principle, it is the discrimination between those who matter to some, against those who do not. Corporations will find out the hard way what their choice brings them, in politics it is a different story and the impact there is nowhere to be seen. We cannot predict it until it is too late and there I expect (or is it dare I expect?), is the stage larger, even as places like YouTube is flooded in some positive light, the negative impact is much larger. The US riots are merely a consequence to part of what happens in data, it is not the cause but there will be much larger and much more defining then we ever expected, the problem there is that after the fact, repairing damage is close to impossible. You see it is not ownership of data, it is the fact that decisions are made on a level where too much data is disregarded. Hiding behind entrepreneurial action is close to a farce. The largest danger of misinterpretation and as the sources are less and less trustworthy and that is disregarding any ethical consideration, or to make it slightly more simple, as data democratization moves forward, the essential part of comprehensive information will be filtered and optionally disregarded too often, a such a full view is not available, implying that the decision makers are merely looking at a limited scope and consider that action when it is done by a billion Euro company. 

We are only seeing this because the surrounding scope was pushed to the forefront, as such those reacting are doing it too late having to disregard increasingly larger consumer markets. When was the last time that such an action was an actual benefit to that company?

 

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Twenty twenty is visual

Yes, we are in the new year, yet this year (according to Forbes at https://www.forbes.com/sites/zakdoffman/2020/12/29/us-and-china-technology-conflict-heres-why-2020-is-so-critical/amp/) will be a lot more critical than anyone thinks. Yes it is about Huawei, however not in the same lame way that the US administration brings it. Here we see: “Huawei has 42% of the huge Chinese market and more than 25% of the Russian market to get it started. Then on December 28, China’s state media announced that its “Beidou” alternative to America’s GPS satellite navigation system will be completed“, now this is a different kettle of fish. It is not about government intel (in a way it is), it is about who gets the data and the lies that seemingly originated at the oval office are now no longer about ‘the chinese government connections’ it is more about how the US government is not getting the free data that they have had for so long, moreover as we take notice of “But Beidou—“Big Dipper” in Chinese—will not stop at China. It will focus on converting markets in South East Asia, Africa and Eastern Europe, price- and investment-sensitive markets” we see a much larger concern for the yanks, they are at risk of gaining access to a little over 50% of all given data by the end of 2020, that is something to notice, and in my view they had it coming. They make one accusation after another and never show any data to support it. Even now (yesterday) as we see the number of links of TikTok and data, I was able to find well over a dozen US sites where the advertisement of the TikTok app continues, one is called seemingly hypocritical national security (I actually do not know the Tik Tok situation), the other is money and money trumps Trump.

I am baffled why the US would think that this free reaping would continue, I am actually amazed that Russia did not have its own version of software ready. We even see “Russian President Putin described the U.S. campaign against Chinese technology as “the first technological war of the coming digital era.” His point was that this is the start of something much greater and more significant“, he is right in more than one way. Do you think that I would offer my IP to the US when I know that I am getting lied to? I wonder how large the failing list is actually hitting Google and Facebook, the fact that people are intentionally getting misinformed should show up in their numbers as well. For those who have no real affiliation to Social media, China is becoming more and more interesting, the moment that it has a real Facebook equivalent, we will see a much larger jump. For Google the mess is not that big, YouTube is an engine that people cannot live without (pretty much the medical condition is ‘acute VideoitisfromYoutube failure‘) so as we cannot get treated on that, we will continue in the YouTube realm. I personally believe that if the news was a year ago that China was launching its own services the news would have been accepted differently, the entire ‘China is all about spying through Huawei‘ got us on the wrong foot, just like Iraq, just like two other events afterwards the US have been handling billions of free voices and the free voices are through with a lying party like America.

So whilst we take notice of “For China, it will increase its independence and influence. For the U.S., its grip on key standards will loosen and for some of its key players there are risks they could loose material market share“, that is the ballgame, the ‘loose material market share‘, until the beginning of the internet, the US has never had an equal in this fight and in the economic place they are now they are scared. Consider the interest on $23,000,000,000,000 all whilst they are facing a technology user setback of 10%-25% in the first year, and as Asia, Russia and Europe start folding away from the US solutions the interest is impacted and can no longer be paid, for example try the Apple solution for $1749 (down from $2365) and as things ‘suddenly’ become affordable for the people, think of how the population reacts to the coin grab of 2010-2019 when they were trying to make ends meet. This technology wave will follow an anger wave that the US is unable to stop, and beyond that, Huawei has a much larger base soon enough. In Saudi Arabia Huawei was able to set the stage of a strategic memorandum of understanding, healthcare is only the first step and as it shows the progress it will entice Egypt and India, at that point Huawei will achieve two paths that the US only hinted at and sneered (their version of enticement) for well over 10 years whilst never delivering. The people who decide things saw no eager listing to pursue, now that the numbers are getting called in 2020 and 2021 the game changes and there have been too many lies (oops, I meant ‘intentional misrepresentation’) coming from the US players.

And as the EU gives us: ‘European Commission chief Ursula von der Leyen voiced skepticism Friday over involving Chinese tech giant Huawei in the rollout of Europe’s 5G networks amid concerns its equipment could be used for spying by Beijing‘, we see that optionally the career of Ursula von der Leyen will be cut short too. She might be the President of the European Commission for a month now, but I am certain that her history lessons included the time when we hung those who hid behind ‘befehl ist befehl‘ and even now, as we traverse that time, the US will not have any dimes to sit on, those spreading the US message without evidence could be demanded to be called on, even now as Germany (and India) are moving against the warnings of the US, warning that have never seen any real evidence since the beginning, will now have a coin marker, people like Ursula von der Leyen will see that as other European nations demand evidence, their place in the hierarchie will seem unholdable, held together by US promises that they will fall back on and fold on when the moment is nigh. That is the ball game for the US and the Europeans will not have alternatives, especially as Nokia is showing several cracks in their veneer, as their 5G outlook changes and as the backlash of bribery scandals, the US will find themself in a stage that is not holdable, and they are not alone, Ericsson is right there next to Nokia when it comes to scandals and the US was not ready for that. The impact will be larger than they expect and that part will bite too. When the EC members will look towards alternatives and there is only Huawei, they will shift gears and give the boot to whomever supported the US and stopped them to get their bonus, people are easy to anticipate in that regard.

If only there was direct evidence of the US claims. There was a reason why I used the Colin Powell and silver briefcase example in the past, there was no way around it, the game that was being played was short for whomever was counting the cards and too many were out in the open, the US had two plays left and they chose the wrong one. That becomes more and more clear when we look at the actions of Sony last October, that setting changed the anger levels of Third Point to some degree, and as I cannot tell who was right, the fact that Daniel Loeb lost out against the Sony view ”no concrete proposals to improve the business“, who is eagerly spending a billion to get on the market is a larger issue than you can imagine, the Japanese government has a larger stake in all this then even I can surmise. Japan will have to take on a few players and they are behind (really behind), yet they are all in it to win it and their ego’s will collide, the US will have to find new areas to push against and as we see that this is being fought, we also see the American dream is under pressure of failing and that is one concrete version why the american corporate views are not what they are surmised to be, it will be a stronger difference as the year progresses, but I reckon that half way, when that American super villain Taxman has to give documentation as to the values it holds dear (numbers on a spreadsheet) we will see additional cracks, there is only so much that people will live for and the US has no reserves, it lost those a little over three years ago as the debt kept rising. In this as we saw one month ago that “Dan Loeb sharply boosted its net long position in equities,’‘ we will see managed bad news over the next 6 months that will reduce that position (as I personally see and anticipate), that will be the first (of many) cracks in all this and China is not merely a crack in their armor, it is a flaming hole the size of the Grand Canyon. And still my IP is outlasting theirs as they have no idea what they should have been looking at, it is becoming more than a spreadsheet user versus a visionary, the US status is becoming a spreadsheet user to someone who does not comprehend a cross tabulation, and that is not a situation that the US can hold up. 

In this all these solutions give China an advantage, because as we see more and more dubious statements from people who caress the limelight, we also see that the chinks in their armour are lighting up and that is where Russia and China only have to ask: ‘what is that?‘ (pointing at the chinks) and those people will not have the setting to answer. 

It is a stage we have not seen before and will not see again any day soon, but in 2020 it will matter, it will drive the global population away from any American solution. They will only have themselves to blame soon enough, they vied for it but will do anything to make anyone else pay and the people are taking notice, they are no longer willing to take the idiocy and the current American administration made it happen, at least that part has no push towards previous administrations. When that happens, the loss of revenue will increase faster and faster and all others are ready to step in wherever they can, I am happy I have no stake in any of the American hedges, their national product is about to lose value and a lot, I merely wonder how long it will take, as we saw in several situations in 2008, the $1.1B bill to Moody’s was paid without hesitation, I wonder what and who will delay the news this time around and those who got out late, will they have any recourse? I reckon not, at some point we will see certain academics make a statement that the technology sector was too complex and too covariant to clearly see any pattern emerge, at that point whatever rating existed will be thrown out and as we see that, the people will run to any technology that has proven themselves and at present that is Huawei (and Huawei only), that is the part the US is unwilling to see, even as we see the Verge (only three weeks ago) give us both “T-Mobile has been saying it’s got a smarter, sounder 5G strategy than both Verizon and AT&T” and “They also won’t support 5G on other networks, so if you switch carriers, you’re hosed” implying that there is no real 5G standard in the US and they are all merely marketing 5G whilst not having any real 5G (my personal view) and the Verge supports that view I have (at https://www.theverge.com/2019/12/16/20997594/tmobile-5g-600mhz-low-band-speed-tests-oneplus-samsung) when we see “you’ll never get the speed thrill of downloading an entire movie from Netflix or Prime Video in seconds“, all whilst the 5G advertisement is about that part alone, we see the hose job in the making and in 2020 that will not be tolerated by the people, in the US there is no alternative, yet Europe, Africa and Asia have other options which enables Huawei and that is the short play that the US is not ready for and the EU people are about to get a dose of reality soon enough, when the MoU that Huawei has signed show actual progress, Europe will run towards whatever shelter they can whilst ignoring the pleas from the USA, it will be that simple, people like Ursula von der Leyen will run towards what pays them and what keeps them safe, warm and dry, they will soon see that ‘befehl ist befehl‘ fell short the second time around too and at that point they will enable whomever has the technology and America is about three years late.  

It is the biting reality that 2020 brings, whilst the vision of twenty twenty is negated at every turn whenever possible and it is the ‘whenever possible’ part that will fall short soon enough (sooner rather than later).

 

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