Tag Archives: Wall Street Journal

The call of reality

That is what seems to be happening. The first one was a simple message that Oracle is doom headed according to Wall Street (I don’t agree with that), but it made me take another look and to make it simpler I will look at the articles chronologically. 

The first one was the Wall Street Journal (4 days ago), with ‘Oracle Was an AI Darling on Wall Street. Then Reality Set In’ (at https://www.wsj.com/tech/oracle-was-an-ai-darling-on-wall-street-then-reality-set-in-0d173758) with “Shares have lost gains from a September AI-fueled pop, and the company’s debt load is growing” with the added “Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Oracle has been one of the companies hardest hit” but here is the larger setting. As I see it, these stocks are manipulated by others, whomever they are Hedge funds and their influencers and other parties calling for doom all whilst the setting of the AI bubble are exploiters by unknown gratifiers of self. I know that this sounds ominous and non specific, but there is no way most of us (including people with a much higher degree of economic knowledge than I will ever have) And the stage of bubble endearing is out there (especially in Wall Street) then 14 hours ago we get ‘Oracle (ORCL): Evaluating Valuation After $30B AI Cloud Win and Rising Credit Risk Concerns’ (at https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-evaluating-valuation-after-30b-ai-cloud-win-and/amp) where we see “Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism, Oracle’s 1-month share price return of -29.9% and a year-to-date gain of 19.7% tell the story: momentum has faded sharply in the near term. However, the 1-year total shareholder return still sits at 4.4% and its five-year total return remains a standout at nearly 269%. This combination of volatility and long-term outperformance reflects a market grappling with Oracle’s rapid strategic shift, balance sheet risks, and execution on new contracts.” I am not debating the numbers, but no one is looking to the technology behind this. As I see it places like Snowflake and Oracle have the best technology for these DML and LLM solutions (OK, there are a few more) and for now, whomever has the best technology will survive the bubble and whomever is betting on that AI bubble going their way needs Oracle at the very least and not in a weakened state, but that is merely my point of view. So last we get the Motley Fool a mere 7 hours ago giving us ‘Billionaire David Tepper Dumped Appaloosa’s Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform’ (at https://www.fool.com/investing/2025/11/23/billionaire-david-tepper-dumped-appaloosas-stake-i/) we see “Billionaire David Tepper’s track record in the stock market is nothing short of remarkable. According to CNBC, the current owner of the Carolina Panthers pro football team launched his hedge fund Appaloosa Management in 1993 and generated annual returns of at least 25% for decades. Today, Tepper still runs Appaloosa, but it is now a family office, where he manages his own wealth.” Now we get the crazy stuff (this usually happens when I speculate) So this gives us a person like David Tepper who might like to exploit Oracle to make it seem more volatile and exploit a shortening of options to make himself (a lot) richer. And when clever people become self managing, they tend to listen to their darker nature. Now I could be all wrong, but when Wall Street is going after one of the most innovative and secure companies on the planet just to satisfy the greed of Wall Street, I get to become a little agitated. So could it all be that Oracle was drawn into the ‘fab’ and lost it? No, they clearly stated that there would be little return until 2028, a decent prognosis and with the proper settings of DML and LLM finding better and profitable ways by 2027 to find revenue making streams is a decent target to have and it is seemingly an achievable one. In the meantime IBM can figure out (evolve) their shallow circuits and start working on their trinary operating system. I have no idea where they are at present, but the idea of this getting ready for a 2040 release is not out of the question. In the meantime Oracle can fill the void for millions of corporations that already have data, warehouses and form settings. Another are plenty of other providers of data systems.

So when we are given “The tech company Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI), thanks to its specialized data centers that contain huge clusters of graphics processing units (GPUs) to train large language models (LLMs) that power AI.

In September, the company reported strong earnings for the first quarter of its fiscal 2026, along with blowout guidance. Remaining performance obligations increased 359% year over year to $455 billion, as it signed data center agreements with major hyperscalers, including OpenAI.

So whilst we see “Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI)” we need to take a different look at this. Oracle was never a strong beneficiary of AI, it was a strong vendor with data technologies and AI is about data and in all of this, someone is ‘fitting’ Oracle into a stage that everyone just blatantly accepts without asking too many questions (example the Media). With the additional “to train large language models (LLMs) that power AI”, the hidden gem is in the second statement. AI and LLM are not the same, You only partially train real AI, this is different and those ‘magnificent seven’ want you to look away from that. So, when was the last time that you actually read that AI does not yet exist? That is the created bubble and players like Oracle are indifferent to this, unless you spike the game. It has stocks, it has options and someone is turning influencers to their own use of greed. And I object to this, Oracle has proven itself for decades, longer than players like Microsoft and Google. So when we see ‘Buying the sector that Wall Street is bullish on’ we see another hidden setting. The bullishness of Wall Street. Do you think they don’t know that AI is a non-existing setting? So why go after the one technology that will make data work? That setting is centre in all this and I object those who go after Oracle. So when you answer the call of reality consider who is giving you the AI setting and who is giving you the DML/LLM stage of a data solution that can help your company.

Have a great day we are seemingly all on Monday at present. 

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Big in Japan

It is not a song by Alphaville, they did that in 1983 I believe. But a few months ago (May 4th, at https://lawlordtobe.com/2025/05/04/the-nature-of-things/) I raised a setting that gave us “Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.”” I had Axios and a few other sources. And that was all there was to it, the news simmered down and the news was forgotten, except that is why I have my blog. I don’t tend to forget things. So when I got the news a few days ago I saw a YouTube video that Japan was dumps its US bonds. A fear that many have. And I started to seek that news from more reputable sources. Most had nothing, but (at https://medium.com/@nationalgoldgroup/japan-is-dumping-us-debt-and-americans-will-feel-it-31ec6a1f3870) But Medium gave us ‘Japan Is Dumping US Debt — And Americans Will Feel It’ but that is all there is. Now, I would be hesitant to give this out, especially as the Financial Times and the WSJ have nothing on this, even the Japanese Times (an English version) has nothing. So what gives? Are these doom speakers? Because that news would be grim for America. They give us “That’s basically what Japan has been doing with US Treasuries since the 1990s. They’d print Yen at 0% interest rates (basically free money), convert it to dollars, and buy up American debt in the form of US Treasuries. Then they’d sit back and collect the interest payments. This strategy pumped trillions of dollars into global markets over the years.

And more importantly, this arrangement made everything in America artificially cheap.” But as we see the next bit “suddenly, the cheat code stopped working. The math that made the carry trade profitable for 30 years just flipped upside down. Japanese pension funds looked at their spreadsheets and realized they were losing money on US Treasuries. So they started selling. Billions of dollars worth. Every single day. Imagine you’ve been lending money to a friend for years, making a nice return. Then one day, you realize you could make better returns just keeping the money in your own savings account. What would you do? You’d ask for your money back.” So, is this true? America could ask Mark Carney as he is an excellent economist, but there is a chance he is not taking their calls. What surprises me is that all the media is silent on it. But 2 days after my article, on May 6th we got “If Japan sold massive amounts of US debt, it would very likely spark a massive Treasury selloff. Treasury rates would in turn sharply increase, making it more expensive for Washington to borrow and freaking out investors along the way” (source: CNN) but at present, these YouTube and their allotment of ‘financial show’ jokers are seemingly doom speaking, because as I see it, this is all it is. The problem is that doom speakers tend to make others jittery and China has over $700 billon of those puppies. The Medium ‘knowledge’ comes from the National Gold Group and I am not setting any value on that, but the fact that the ‘set’ financial newspapers (Guardian, Wall Street Journal, Financial Times) have nothing on this, they do not even debunk that news. So I am looking at the playing field with a dim look (as I have an absent economic degree). And I am not joining any doomsayer on their doom binge. But YouTube has a few more sources and they are all dancing around the setting, like they ant to refer to news they had given, but they are not giving it. As I see it, if it isn’t in the newspaper (online or not) it doesn’t exist, but the news is a little unsettling, because if Japan goes, so does China soon thereafter and America has 2 trillion in US treasury bonds that no one wants. So, what do you think that does to the American economy? I reckon that China likes the idea, but it doesn’t want to start it and that is where Japan comes in. Is it real? I honestly do not know, but I do know that after the shenanigans America did to others, there is a hidden glimmer of fun to several people should this happen. So I have concerns on this, but I am adamant in saying that there is no verifiable setting that this is actually happening at present. And I feel strongly about giving this additional message.

I will report on happening, not create fictive settings that start something.

Have a great day, it’s fish day here now. I might go for some today. So, make sure you find a reputable source if you are going to be panic stricken because anything else might cost you a lot more than you think and in case of doubt, Ask the former Marky Mark of the British Bank (at +1-613-957-5555) he knows a lot more about this than I do.

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A swing and a miss

It is no secret that I hold the ‘possessors’ of AI at a distance. AI doesn’t exist (not yet at least) and now I got ‘informed’ through Twitter (still refusing to call it X) the following:

So after ‘Microsoft-backed Builder.ai collapsed after finding potentially bogus sales’ we get that the company is entering insolvency proceedings. Yet a mere three days ago TechCrunch gave us “Once worth over $1B, Microsoft-backed Builder.ai is running out of money”, so as such with a giggle on my mind I give you “Can’t have been a very good AI, can it?” So from +$1,000,000,000 to zilch (aka insolvency), how long did that take and where did the money go? So consider this, TechCrunch also gives us “The Microsoft-backed unicorn, which has raised more than $450 million in funding, rose to prominence for its AI-based platform that aimed to simplify the process of building apps and websites. According to the spokesperson, Builder.ai, also known as Engineer.ai Corporation, is appointing an administrator to “manage the company’s affairs.”” Now, I am going on a limb here. Consider that a billion will enable 1,000 programmers to work a year for a million dollars each. So where did the money go? I know that this doesn’t make sense (the 1000 programmers) but to consider that they might accept a deal for $200,000 each, there would be 5 years of designing and programming. Does that make sense? The website Builder.AI (my assumption that this is where they went gives us merely one line “For customer enquiries, please contact customers@builder.ai. For capacity partner enquiries, please contact capacitynetwork@builder.ai.” This is not good as I see it. The Register (at https://www.theregister.com/2025/05/21/builderai_insolvency/) gives us “The collapse of Builder.ai has cast fresh light on AI coding practices, despite the software company blaming its fall from grace on poor historical decision-making. Backed by Microsoft, Qatar’s sovereign wealth fund, and a host of venture capitalists, Britain-based Builder.ai rose rapidly to near-unicorn status as the startup’s valuation approached $1 billion (£740 million). The London company’s business model was to leverage AI tools to allow customers to design and create applications, although the Builder.ai team actually built the apps.

As such the headline of the Register is pretty much spot on “Builder.ai coded itself into a corner – now it’s bankrupt” You see coding yourself into a corner is not AI, it is people. People code and when you code yourself into a corner the gig is quite literally up. And I can go on all day as there is not AI. There is deeper Machine Language and there are LLM (Large Language Model) and the combination can be awesome and it is part of an actual AI, but it is not AI. As such as Microsoft is believing its own spin (yet again) we can confuse that there is now a setting that Qatar’s sovereign wealth fund, and a host of venture capitalists have pretty much lost their faith in Microsoft and that will have repercussions. It is basically that simple. The first part of resolving this is to acknowledge that there is no AI, there is a clear setting that the power of DML and LLM should not be dismissed as it is really powerful but it is not AI. 

As I personally see it, the LLM is setting a stage that the chess computers had in the late 80’s and early 90’s. They basically had every chess game ever played in their memory and that is how the chess computer could foresee what was possible thrown against it. And until 2002 when Chessmaster 9000 was released by Ubisoft, that was what it was and for that time it was awesome. I would never have been able to get as far as I did in chess without that program and I am speculatively seeing that unfold. A setting holding a billion parameters? So I ,might be wrong on this part, but that is what I see and we need to realise that the entire AI setting is spin from greedy salespeople that cannot explain what they are selling (thank god I am not a salesperson). I am technical support and I am customer care and what we see as ‘the hand of a clever person’ is not that, not even close. 

So as we are also given “Blue-chip investors poured in cash to the tune of more than $500 million. However, all was not well at the startup. The company was previously known as Engineer.ai, and attracted criticism after The Wall Street Journal revealed in 2019 that the startup used human engineers rather than AI for most of its coding work”, as such (again speculation) a simple trick to replay a mere 1800 days later. And this is what a lot are (plenty of them in a more clever way) but the show is now on Microsoft. They cracked this, so when they come with a “we were lured” or “it is more complex and the concept was looking really good” we should ask them a few hard questions. So whilst we are given “While the failure of startups, even one as high profile as Builder.ai, is not uncommon, the company’s reliance on AI tools to speed coding might give some users pause for thought.” And when we consider “might give some users pause for thought” is a rather nasty setting as I was there already years ago. So where the others? As such we should grill Satya Nadella on “Last month, Microsoft CEO Satya Nadella boasted that 30 percent of the code in some of the tech giant’s repositories was written by AI. As such, an observer cannot help but suspect some passive aggression is occurring here, where a developer has been told that the agent must be used, and so they are going to jolly well do it. After all, Nadella is not one to shy from layoffs.” As such I wonder when the stake holders for Microsoft will consider that the ‘USE BY’ date of Satya Nadella was only good until December 2024. But that is me merely speculating. So I wonder when the media and actual clever people in media are considering that this is a game thatch only be postponed and not won. So will the others run when the going gets tough, or will they hide behind “but everyone agrees on this” as such the individual bond will triumph and there is a lot of work out there. The need to explain to people (read: customers) is that there is a lot of good to be found in the DML and LLM combination. It remains a niche market and it will fill the markets when people cannot afford AI, because that setting will be expensive (when it is ready). These computers will be the things that IBM can afford, as can the larger players like an airline, Ford, LVMH (Louis Vuitton Moët Hennessy) and a few others. But the first 10 years it will remain out of the hands of some, unless they time share (pay per processor second) with anyone who has the option to afford one. That computer will need to work 80%+ of the time to be affordable. 

As such we will see a total amount of spin in the coming months, because Microsoft backed the wrong end of that equation and now the fires are coming to their feet. Less then. Less than an hour ago we were given ‘Microsoft Unveils AI Features for Windows 11 Tools’. I have no idea how they can fit this in, but I reckon that the media will avoid asking the questions that matter. As such we will have to wait the unfolding of the people behind builder.ai. I wonder if anyone will ask the specification off what happened to said billion dollars? Can we get a clear list please and where did the hardware end? Or was a mere server rack leased from Microsoft? This is just me having fun at present. 

So have a great day and I will sleep like a baby knowing that Microsoft swung and missed the ball by a fair bit. I reckon that this is…. Let’s see there was the Tablet, which they lost against Apple and now Huawei as well. There was the Gaming station, which was totally inferior against Sony. there was Azure (OK, it didn’t fail but a book vendor called Amazon has a much better product, there was the Browser, which is nowhere near as good as Google. And there are a few others, but they slipped my mind. So this is at least number 5, 6 if you count Huawei as a player as well. Not really that good for a company that is valued at 3.34 trillion. So how many failures will we witness until that is gone too? 

Have fun out there today.

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Are there two coins?

That is the question I put before you. Are there two coins, or is merely spinning with different currencies? That is the setting that the Wall Street Journal gives us. With ‘They Paid $3,500 for Apple’s Vision Pro. A Year Later, It Still Hurts.’ (at https://www.wsj.com/tech/they-paid-3-500-for-apples-vision-pro-a-year-later-it-still-hurts-496de341) we see the (almost) crybaby style of “I never actually needed it”, we see the setting of “It was Apple’s first major product release in years! It’s the first device you look through and not at! Typing can be done in the air! But buyers who wore them in the wild say they got nothing but dirty looks and sore necks. Now, the devices are daily reminders of their misplaced bravado.” As I personally see it, they wore this in the wold, so they would look ‘innovative’ almost like the influencer who wanted to appeal to everyone, but they never knew how. It seems like a variant on the West Wing setting taken from Alexandre Auguste Ledru-Rollin with “There go my people. I must find out where they are going so I can lead them.” As I see it, a pointless exercise that costs money and leads to nothing. I, on the other hand could never afford it and I came up with several IP variants where their customers could have enjoyed the setting. In November 2024 I wrote ‘One step left for a new world’ (at https://lawlordtobe.com/2024/11/16/one-step-left-for-a-new-world/) where I combined education and gaming with languages for the masses. And Apple has his translation software, and that could bestow education and fin for the masses (who could afford it) and beyond that (after a year) it could be transferred to whatever MetaQuest offers. I did that in under two days and even set the premise in this blog to give them the setting to a unique ‘game’ with Guerrilla Games. Did they catch on? No, they are all on a non-existent AI horse (not the one used for Troy), but just as fatal for the people without imagination. So when I see “No player in the virtual reality space has yet to figure out how to drive widespread adoption of the technology. Apple hasn’t disclosed how many of the devices it has sold. The company has struggled to get developers to make apps for the Vision Pro, putting its success at risk, The Wall Street Journal has reported. Apple declined to comment.” I merely laugh. It took me two days to set the premise of close to a dozen ‘games’ (OK, several have an educational nature) and as such it is on Apple. Especially when you see “The company has struggled to get developers to make apps for the Vision Pro” on two days I have the setting for a dozen games (close to 10 all with the same setting) and there is as I personally see it, a need for it. They just needed to get Ubisoft (desperate for more revenue) and Guerrilla Games on board (who might wanna do it, for the unique venture it allows for) and basically this would be close to no funds required, merely expertise and hardware. And as both developers have 80% of the software done. The setting should need little time and from the moment on the visibility rises as gamers all over the world are seeking such a solution and that is merely the start. So is Apple or Timmy the Cook interested in that setting, or are they hiding from the idle bomb called AI to implode in their faces. It could be that the WSJ doesn’t see what could happen, but as I came up with the idea nearly a year ago, I am willing to push the blame to Apple. This is basically what you get when you have mere yay sayers and none of them an innovative bone in their body. 

Could I be wrong?
That is a fair assumption, but I published those articles in 2024 and what have they produced? Nothing, not even an article that my ideas were just not that realistic, which would have been folly as the first setting was seen on a Playstation 3 with a mere 256MB memory on 20GB storage, as such it was produced 18 years ago. And I found a novel use of IP that was over a decade old. The second idea is a bit more dodgy as it was made on a PlayStation 4 with 8GB and 500Gb storage. It should be possible, and that would have been the real people drawer. As such I feel confident that I could set the winning solution. It just needed a conversation between Timmy the Cook and Arjan Brussee. The impact on the world would be amazing. All these so called innovators and they  simply missed that setting. The consequence of no creativity connected to imagination.

So when we see “Fox says he’s worn his Apple Vision Pro headset about four times in the past year.” Did he even consider the setting with real estate? He is a realtor after all. Did he consider that he could show something in 3D in ones view? Just a thought.

The settings are there and Apple needs to consider that idea’s this new needs a tiger team for setting the brand to the developers. As such they need to come with idea’s (perhaps different ideas from me) and see what developers could set the premise? I found two developers, one who desperately needs revenue and they have almost completed (as I reckon it to be) close to 80%. So when did you see a developer who cannot complete the idea for the last 20%. It is a simple question. 

So from there when that first setting is shown these programs can evolve into ‘newer’ settings where people can learn start Arabic, Latin, Italian, French and English. Just on the setting of the same premise and as you evolve the game where clothing was once cosmetic, the larger setting becomes that better clothing and a better location allows for more evolved language skills. Something that could entertain and educate people for weeks at a time. So how was that difficult?

And if Timmy isn’t up for it, perhaps Mark Zuckerberg can see a whole new dimension of options with the Meta Quest. The hungry want to at and more revenue allows for that. The most simple of settings that we can now see and where does that leave Apple? That is the question. Well, of all else fails, Timmy could become the Cook people needs to make them muffins. In the mean time the innovators in the world will take whatever they can to propagate themselves, because that is also a consequence of the innovator gene. You get to go places.

So have a great day, still Sunday here with a mere 225 minutes until dinner.

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The Saudi Dissent

There is a premise, the utter need of the so called utter mighty to be kept in check. That is not a new saying, it goes back to the days of the roman empire. Some refer to this as ‘power corrupts, absolute power corrupts absolutely’ This is to a larger stage true for all christian based governments. As first piece of evidence I would like to submit the Treaty of Clermont 1094, it set the beginning of the crusades under Pope Urban II. There are examples that go deep into the Roman Empire days with one year having 4 Roman emperors. But this example is the setting we get from a derivation of that saying, but more stated as ‘power corrupts, wannabe powers corrupt a lot quicker’. This is the premise and with this we get to the BBC (at https://www.bbc.com/news/articles/c4gz8934wrro) The piece has a setting of baloney (as the phrase goes) and with “We were surprised that there was a royal decree to allow the ground interventions,” Jabri says. “He forged the signature of his dad for that royal decree. The king’s mental capacity was deteriorating.” It is a stage where I left the article for the most, but as we now see this being copied all over the western media. It is time to take up the baton calling the media on their BS. You see, what evidence is there? Is it Saad al-Jabri? He is both an alleged traitor and alleged thief. For this I need to take you back to another article I wrote in 2020 (August 11th) in ‘The 51st State’ (at https://lawlordtobe.com/2020/08/11/the-51st-state/), I had an issue with him then. The media never caught on it seems. The first was the quote

We then get :

This should have given us the setting that we need to dissect anything the man gives us especially as there is a realistic chance that the Government of Saudi Arabia has a sore feeling about the west being a speaking platform for people like that. If there was ANY evidence, we were not given it and that stage has been around for over 4 years (at present)

Then we get to 2021, the eighth of December in ‘Six of one’ (at https://lawlordtobe.com/2021/12/08/six-of-one/) There we get a few items, like

As well as:

Now we get the first bullet (as the saying goes), these interviews are 4 years old, at no time was there a mention of forged signatures. And this was after 4 years of Yemeni atrocities by Houthi terrorists. So I have issues. Is this some drip-drip intelligence setting? If so, the US and its CIA, as well as the NSA have been sleeping at the wheel and this in pushed onto CSIS territory. 

He did more interviews, as far as I remember the Toronto Star, the BBC, CBC and Wall Street Journal. They all dropped the ball on journalism and now the Times is following them. I have an issue with an alleged criminal with these transgressions to get such a speaking platform. Now, there could be a case that there is evidence and I think that this needs to be shown. Oh, and I have some jealousy issues with any governmental person gets to go home with well over $385,000,000, we all would have that. Perhaps a little more transparency by the CIA would have helped that these positions of government have such pay checks. It as that simple a setting and the CIA should have seen that. These simple ad-hoc statements without evidence is something the media should know better that to merely accept them. It gives the nasty vibe that they are doing the work of governments making Saudi Arabia look bad. It is somewhat of a repetition that Clermont give us in 1094. Didn’t we basically went on a pilferage there, calling it pilgrimage? That was over 1000 years ago and we are still seeing the fallout from that event.

In a ‘fair’ space Saudi Arabia might decide to lower the delivery of oil to Europe and America by 100,000 barrels a day each and offer that to China for the same amount (no real reason that it should cost Saudi Arabia). I reckon China will happily agree and Europe as well as America? Well, you made a platform for a alleged thief and alleged traitor (the display of evidence towards the forged autograph will prove that part). I reckon that these two places will implode a lot faster then they thought. 

That is merely my oversimplification of the Gordian knot. Sometimes it is just better to burn what its tying. As people will shout that I am wrong. This is fair enough, but they opened the door of spouting news without evidence or justification. The interviews going back to 2020 are online and visible. So where is the mention? There is no stage of ‘it was complex’ a non-monarch is accused of forging the monarchs signature. In the western world that is high treason and in the near past they hung people for that (see: Nuremberg trials).

Oh before I forget, I just uncovered a wannabe mole in the CIA. Can I collect please? I know it will not be $385,000,000. Yet a $38,500,000 fee is reasonable (I think). It allows me my apartment in Toronto and a house in Golden Oaks Orlando. So I can celebrate an abundant retirement in Disney World and Universal world (both in Orlando). There is an option that the CIA will object to(fair enough), but then they should give us the evidence, don’t you agree? Lets not forget that the US courts did not allow the Saudi lawyers to present evidence in their courts. Turnabout is such a nasty feeling when you become the object of evidence. 

Still, have a great day. As the Vancouverians are joining us in this Tuesday, the whole planet is now aligned to the same day. Enjoy.

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Look back in anger

We all face moments when we sort of lose it. I had that yesterday when I saw an article by the CBC. I learned a long time ago that I should not write from a setting of anger (it never ends well for the writer), so I parked the article until now and now is the time. I am still angry, but a lot less so, as such I feel certain I can give the little bastard tit-for-tat.

The article (at https://www.cbc.ca/news/world/ukraine-war-us-cluster-bombs-1.6940961) gives us ‘U.S. provided Ukraine with cluster bombs to fight Russia. Survivors say they should never be used’ as a sentiment I cannot disagree, yet in this case Nick Logan (the bastard in question) is giving us a very one-sided non-informing setting. One view given to us is “Russian use has been extensive while Ukrainian use has been more limited. Neither Russia nor Ukraine are signatories of the of the 2008 convention limiting the use of cluster munitions”, and that is not all.

Another source gives us “Although the Russian side denies accusations of using cluster munitions in residential areas, international and non-governmental organisations have reported such attacks. By the beginning of April, Ukrainian law enforcement agencies were reporting cluster munition shelling in Kharkiv, Sumy, Kyiv, Donetsk, Odesa, Kherson and Mykolaiv regions. By July 1, Cluster Munition Coalition reports shelling in Dnipropetrovsk, Donetsk, Zaporizhzhia, Luhansk, Mykolaiv, Odesa, Sumy, Kharkiv, Kherson and Chernihiv regions. Testimony from independent weapons experts confirmed that a number of cluster rounds were dropped on residential buildings and civilian infrastructure.” This comes as an amalgamation of sources which includes the Wall Street Journal, BBC News, the Guardian and the Monitor. As such, why is (what I regard to be a little shit like) Nick Logan diminishing the actions by Russia and mentioning Russia 16 times, but extremely often as a ‘victim’ all whilst Russia demolished most of the Ukraine, including Dnipropetrovsk, Donetsk, Zaporizhzhia, Luhansk, Mykolaiv, Odesa, Sumy, Kharkiv, Kherson and Chernihiv regions and pretty much all of these regions whilst utilising cluster munition. Why is the article by Nick Logan falling short there? Russia is getting what it has served the citizens of Ukraine and that is the first thing that Nick Logan should have reported on. I get the sentiment that cluster munitions are horrible. War is horrible, yet the Ukraine did not start this and having someone making nice with Russia to THIS degree has no business being a reporter for CBC or a reporter for any Commonwealth nation for that matter. So when I look back in anger, I look towards the facilitation of a terrorist state by too many media sources. For that matter, how many corporations are still doing business with Russia? How many are Canadian (or Commonwealth for that matter) and how much longer will we allow people like Nick Logan making BS reports whilst facilitating for some terrorist state? According to several sources (see above) the Russians started using cluster munition in 2014. It was in July 2023 when we got told “John Kirby confirmed later on Thursday that Ukrainians forces have begun using the munitions.” That is almost 9 years later, but the CBC did not give us that, did they? They merely gave us “Police look at fragments of Russian rockets, including cluster rounds, that hit the Ukrainian city of Kharkiv on Dec. 3, 2022. In July, Russian President Vladimir Putin said Russia had a ‘sufficient stockpile’ of cluster munitions, warning it ‘reserves the right to take reciprocal action’ if Ukraine uses the controversial weapons provided by the U.S.” So, how deceptive was that part? How much reporting do we see that Russia used these cluster munitions from 2014 onwards? 

As such the next part is for Brodie Fenlon (editor of CBC). Brodie you have some fixing to do. This level of reporting is unacceptable. I expected the CBC to be better than this and it is up to you to fix this, no one else. It was allowed on your watch, you get to fix your watch (and your watchdogs). A massive injustice was done to the Ukraine and to your readers by allowing this hatchet job to become mainstream news. 

I think I got the anger out of my system, after I let it wind down a little. I let you decide to see if I was wrong or not. 

Enjoy the last day of the weekend.

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Is UNemployed a thing?

In the first we need to put a pin in the end of yesterdays mentions. The presentation I saw yesterday l saw literally blew me away. It involved Snowflake and Coalesce. It makes the show for the new Bentley look feeble. What a show and what an approach. Players like Aramco need to taker a look, because the future of data mobility was shown to me and they can check it out in June in the SumIT in June in Las Vegas. They would be able to show people like Brent oil how far they are behind the curve. 

But today it is about something else. It is about the Dominion (not the Star Trek one), they went after Fox and Fox was eager to settle, the spinners of lies and misdirection got their First Amendment handed to them in a few ways, which beckons the thought ‘Should Fox be allowed to  exist as a news organisation?’ But about that more at a later date. 

First up is the Guardian (at https://www.theguardian.com/media/2023/apr/19/the-legal-problems-still-overshadowing-fox-news-after-its-dominion-settlement) who gives us ‘The legal problems still overshadowing Fox News after its Dominion settlement’ there we see “Fox agreed to pay voting equipment company Dominion US$787.5m, ending a dispute over whether the network and its parent company knowingly broadcast false and outlandish allegations that Dominion was involved in a plot to steal the 2020 election” in this I personally believe that they settled because of the roll call to the court. These people would paint themselves in a corner to such an extent that it would cost more then viewers. Several of them would pretty much end their TV careers, not even E! Entertainment would hire them as a joke. Yes, it is a personal view, but I think I am hitting the nail on the head in one. In the second degree the fact that Rupert Murdoch would be in the dock as well. So what will the Wall Street Journal do? What will the Times, or several of its other papers? Spin the story and lose a bulk of readers, or just keep silent? It is anyones guess and the setting is far from over, the settlement which was only $787,500,000.00 is small fries against the claim that Smartmatic launched and it has been given a green light. Their claim comes in at $2,700,000,000 which is decently higher and even if Fox settles that one, it will be a much higher settlement. Smartmatic has no free ride, it must prove malice and even as Fox wants to hide behind ‘reporting’ and relying on the freedom of the press. But with the Dominion settlement the stage of lies has been proven and there the shoe becomes tight. You see, when you report on lies is that freedom of the press? And there is a catch the Smartmatic people must prove the addition ‘knowingly’ and that is a much harder case. There are the bulk of the views which include that Tucker guy who will still enter the dock for testimonies. I wonder how many of them will rely on ‘I don’t recall that’, still if the attorneys taped the events, they might have a decent case (in case Fox accidentally loses all their recordings) in addition there is one reflection from the side of Fox as well. It is Bill O’Reilly, who (at https://www.billoreilly.com/b/Special-Message:-Fox-News-Settlement/883858753726419363.html) gives us “Going forward, Fox News faces a similar lawsuit from the Smartmatic Company and perhaps thousands of lawsuits from Fox shareholders. What a disaster. This is what happens when money becomes more important than honest information. Since I left FNC, the template changed from “Fair and Balanced” to “tell the audience what it wants to hear.” And millions of Trump voters, to this day, want to believe the 2020 election was rigged. That opinion can certainly be presented if you provide a counter opinion – equal time.

However, once the facts begin to overwhelm any point of view, a news agency has an obligation to say that. On BillOReilly.com, I examined all the fraud charges and concluded that no federal court would accept the cheating allegations. Therefore, the election was not going to be refuted by our legal system.” This shows that Bill O’Reilly might not have been everyones taste, but he was a real voice and he might have lost a thousand premium members but he remains a winner until the very last, what a class act and as I see it Fox lost the one Republican beacon it actually had, all for weak minded people catering to the voice of ‘THEIR’ people. The loss will be unmeasurable for Fox in the end. I reckon that is what happens when you become friends with a former president, the man who has no real funds, lots of debt, lots of losses and is proven to be nothing more than a paper tiger at best.

Last there is the BBC (at https://www.bbc.co.uk/news/business-65320001) and with ‘Fox News lawsuit: Can it afford the $787.5m Dominion settlement?’ And with that article they do not offer a lot more, but they do give us “It still has outstanding cases against Fox’s smaller rivals Newsmax and OAN plus several of former President Donald Trump’s associates.” As I see it, these small players have their own legal sharks and they smell blood in the water. Should Fox settle Smartmatic, or lose in the trials these small sharks will come and take huge chunks out of the Fox cadaver. No matter how you slice it, it will leave a gap for any contender of Fox to step forward because for 1-2 years it will have to contemplate how to go forward and how to invest funds going forward and that leaves their number one customer the Republican Party. Any contender could snatch that client away from Fox, which leaves Fox in a bind. Because the Democrats will not do business with them and as the Republican Party goes, so do their advertisers. A future happily bestowed on them by some loser paper tiger and they ‘associates’ of that paper tiger are going after the paper tiger as well, they have too much to lose now. For some TV presenters it will mean the end of their careers no one will hire them after this law setting, they are scared for their own stations and media. Now these people will be set into a new setting. They will allegedly be working for the United Nations as they are soon to be UNemployed?

Enjoy the day

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Dimension of oversimplification

This all started a few days go when I initially saw the article (at https://www.cbc.ca/news/business/toronto-pearson-airport-delays-1.6534360) where we are given ‘Toronto’s Pearson airport has a PR problem: It’s known as the worst airport in the world’ the article was one that had been around since October 2022, as such I reckon they wanted to pour salt on the wound. I am more of a solution kind of man, I wanna find out what the target makes it tick. Yet in the heart of the matter for any service set location, it tends to boil down to two elements. Resources and funding. The heart of the matter always boils down to these two, there tends to be no alternative. As such when it comes down to an airport, especially an essential one like the one for a village the size of Toronto, things did not make much sense to me. So lets take a look at the article.

Disgruntled travellers passing through Pearson are posting about their bad experiences on social media, complaining about long line-ups, flight disruptions and missing baggage.” There are three items on this list line-ups, flight disruptions and missing baggage. The flight disruptions are put aside. Flight disruptions can have all kinds of reasons and none of them need to be the airport (not a given). But the other two are, as such I focus on them.

Luggage on the left
Yes, we all see luggage as a massive number one issue and besides my encounter with British Airways in 1998, I never had an issue with it. That is one issue in 25 years and the delay was send to my front door 12 hours later, as such not really an issue. But so many complaints tends to be noticed and there is a simple path The path is from plane to pickup point. Something does not add up for this many complaints to come to the surface. So when did Pearson makes its last assessment? There are logistical elements and manpower elements. The logistical is the hardware moving luggage from point one to point you and that consists of trolleys and runways. The trolleys are man operated and the runways are automated, but something in these two elements is not aligned. The people have managers and the runways have optional tag readers. Something here does not work properly and that is how I see this oversimplified in mere minutes. And this is not rocket science. The setting of plane to destination point with a suitcase has a few simple elements. So what aren’t they seeing? 

The simplest of reasons could be seen by trying to set a report from students from the University of Toronto to create a business Intelligence report on how to improve this path and how toe create rollback points. This took less than 10 minutes, the report might take a few weeks, but the score of this airport hasn’t changed in a while and the title ‘Toronto’s Pearson Airport is a special circle of hell. The worst airport experience ever’ should have been looked at some time ago. So was the first element funding or resources? Optionally a mix of both, so why do we look at this now, what has Deborah Ale Flint flint done? She was the big wig for almost 3 years now. Is it manpower, IT, hardware failures, something does not add up and this title needs addressing.

Lining up towards tomorrow
This tends to be resources, either manpower or check in points (which might be funding). When was it last looked at? How many check points are there and how many passengers do they deal with? Then there is the side setting that lineups are from departure and arrival, the departure points are the airlines problem, the arrival is customs and passport check. I am more interested in arrivals as they are on the airport. Are there enough arrival points? One source gives me that there are over 1000 daily departures from the Toronto airport and there is daily service to more than 180 destinations across 6 continents. 1000 flights implies up to 300,000 people every day. This gets us to 12,500 an hour. As such you need to process over 200 a minute. This implies 15-24 passport gates, are they there? How many gates are there to process passports? Then there is the IT and logistics and making sure that 20 are operational gates at pressure times is a minimum. So is this funding or resources? It is not directly a given, but it is either the gates or the people, people is funding (and availability), the other one is funding. How many gates are there and how long have they been there? Is the IT properly working, are the scanners up to date? All simple questions and I saw this in minutes. I am not an authority, but in my time I travelled by air 26 weeks a year, as such I have seen my share of airports and for the most I never had an issue, some waiting time in Heathrow, but a place that big, some waiting time is to be expected and still I got through it in mere minutes. So why is Pearson an issue?

Both could have been driven to the surface with BI students at the University of Toronto. I saw that in minutes and I cannot say what they will find, yet I believe it is enough to give Pearson Airport the ability to shed the title ‘The worst airport experience ever’ which is a really bad achievement to have. So whilst we mull over “The airport’s troubles have also been featured in major international publications this month, including The New York Times, The Wall Street Journal, and the BBC.” What was actually done to address the issue? I never saw the articles and I do not have to, they tend to be emotional driven and it is facts that we need to look at. Any BI analyst knows this, the numbers speak and they tend to push the ugly parts to the surface. 

Perhaps I am oversimplifying the matter, but something needs to be done, I believe I pushed that element to the surface, in case people were blind for the obvious. The idea that the worst airport is a Commonwealth one offends me, that is something we leave to the Yanks at best, or a Russian or Asian airport we do not care for, the idea that Pakistan has better airports than Canada, should also appeal to the dark side of Canadian pride, but that might be merely me, as I said, oversimplification gets people mad and that results in actions.

Have a nice flight (or day).

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The other white paper

Yes, there are always white papers, but which one is true? You see, they are all true, they are all a point of view. Yet the truth from a point of view is relative, that has always been the case. This is why we have peer criticism for academic papers. Yet that is not the case for the media, they are all fighting to remain around with some feigned form of value. This has been the case for over a decade and now the BBC gives us (at https://www.bbc.co.uk/news/technology-63869013) ‘Meta threatens to remove US news content if new law passes’, you see the truth of the matter is that the people no longer need the news, the news is no longer if value. It started when the media starting soliciting (aka whoring) for digital dollars. Flamed bring revenue, actual news not so much. The events surrounding Elon Musk, the abstinence around Jack Dorsey and a dozen other cases made it so. The newspapers are irrelevant and they know it, so in a last gesture to remain not completely irrelevant they rely on laws to force funds from social media. Even as the shared instances from places like the Australian link to paywalls, they are all about ‘lost revenue’ And the Australian is not alone, loads of American newspapers and media (like Forbes) do EXACTLY the same thing. They will tell you the scoop AFTER you pay, so how is that lost revenue? Not all papers are like that, but many are and now we get “It would give publishers and broadcasters greater powers to collectively bargain with social media companies for a larger share of ad revenue”, I believe this is to be a false setting and Meta gives it to you in the form of “Meta claims their platform, in fact, provides increased traffic to struggling news outlets.” They are correct. Consider the truth, it I simple, how many times did you go to the news site? How many times was this because THEY shared news on social media? This has been the case for a decade and now that Meta is taking off the gloves, we see how irrelevant the media has become. In the last year alone I highlighted close to a dozen cases of incompetency and a lack of information vetting by the media, so why should they get paid for shortcomings? It is almost like the decapitated chicken.  It’s running around, but it is already dead, the rest of its body did not figure it out yet. Is it fair? Does it matter? No, the media had the option to evolve, it merely decided that is was cheaper and more profitable to hang onto someone else’s coattails. It did not work out well for them and now they cry foul, almost like the yellow pages. Their era died and they just never adjusted in time and I am adding to the pain as my 5G seemingly goes to China. Setting a new stage in several ways and taking advertisement power away from all and leave it where it should have been all along, with the advertising people. With the locations of advertising and that is the lesson that they never picked up on, and it is not their fault. A place like Google missed it too and I mentioned it at least twice this year. 

A stage that is moving away from them faster and faster and if Meta makes the move it is threatening to a lot of players in the media world will be done for. Such is life, Media Erectus is getting eaten before passing on its whinges. So do not focus on the whinge, consider the place technology had for almost 2 decades and see where the media is not, and they have not been where they needed to be for almost a decade and now that they are about to become irrelevant they cry laws. Bu the way these same people never championed law changes to the environment, law changes to taxation and they simply went for the emotional targets, it had more expected digital dollars, so where are these dollars now? 

And when we see “Media companies argue that Meta generates huge sums of money from news articles shared on the platform.” So where is THAT evidence? Meta generates advertisement towards people through free accounts, and this gets me to (at https://www.youtube.com/watch?v=n2H8wx1aBiQ) the congress statement April 2018 where the answer is ‘We run ads’ a setting that was in place for well over a decade. The news was never an element and as such the media better be quick with presenting ACTUAL evidence in that case.

When I see how irrelevant the media and Microsoft have become and I see them cry like little chihuahua’s all whilst they screw up options left right and centre, what the actual F*** (censored word) the world around them is doing protecting something this irrelevant is beyond me, it actually is.

We can debate things but look at the numbers. the Paris based World Association of Newspapers, which represents 18,000 newspapers gives us that there are a lot more. The world has 8,000,000,000 people, which implies that there is an average of 445,000 people per newspaper. When you start doing the math, you will see that the numbers o not add up. The newspapers that are still relevant are so as they have well over 2 million subscriptions. The Washington Post has 3 million, and The Wall Street Journal 2.4 million subscriptions. The Dutch Telegraaf had in 2001 807,000 subscriptions, in 2017 it was only 393,000. The larger national newspapers are losing ground and now we see the larger play. There are 195 countries in the world. So why are there 18,000 newspapers? They nearly all rely on Reuters, making at least 17,000 irrelevant already. But these are the numbers no one looks at, and they are all vying for advertisements. Look at ANY newspaper and look how many advertisements they have and how much they charge and you will see their actual loss. They are no longer a relevant advertisement group, digital media replaced them, they lost relevancy by allowing to become a family of 18,000 brothers and sisters and that is before you see the rest of the media relying on advertisement sales to qualify their existence. But no one looks at that side are they?

The other white paper that no one gets to see is the one no one in media wants to look at, it merely shows how irrelevant they have become.  

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Theranos the Vampire

Yes, it was a stage in the making. The media painted every railing in immaculate white. The media made sure that she always looked her best but last week the hammer fell down and 4015 days in Hotel Penal became her new lodgings. Yet the stage was for a lot not that clear was it?

So let do some recap (my way). First there is the Wall Street Journal (at https://www.wsj.com/articles/theranos-has-struggled-with-blood-tests-1444881901) with ‘Hot Startup Theranos Has Struggled With Its Blood-Test Technology’, the headline avoids a few terms and gives us “company founder Elizabeth Holmes holds up a tiny vial to show how the startup’s “breakthrough advancements have made it possible to quickly process the full range of laboratory tests from a few drops of blood.”” It also gives us the fact that the firm was at some point valued at 9 billion dollars. USA Today (at https://www.usatoday.com/story/tech/news/2018/03/15/behind-theranos-rise-and-dramatic-fall-powerful-backers-money-tech-and-politics/426364002/) gives us ‘Behind Theranos’ rise and dramatic fall: The powerful backers in money, tech and politics’ and there we get “Theranos raised money on the strength of Holmes’ ability to pitch her vision, whose reality often didn’t match up. But there were plenty of takers. Theranos’ fundraising resulted in a valuation of $9 billion — half of which belonged to Holmes, making her one of the youngest billionaires on the planet, at least on paper.” This article leads to “Shultz quit, and despite warnings from Holmes — she allegedly called the elder Shultz to warn him about his grandson’s threats to expose the company — decided to contact New York state’s public-health lab and alleged Theranos had manipulated its test results. This was the first known regulatory complaint about Theranos, whose issues would soon grow exponentially.” As such Tyler Shulz was the first brick that decided that the wall did not make sene, the wording “she allegedly called the elder Shultz to warn him about his grandson’s threats to expose the company” making the words ‘intent’ finally float to the top and an issue was finally raised. As stated the first. So how long was she out and about with this at present? Then we get the BBC (at https://www.bbc.co.uk/news/technology-63672103) where we are given ‘Theranos: Silicon Valley holds breath for Elizabeth Holmes sentencing’, the article also gives us “In January a jury concluded she had deliberately misled investors. She was convicted of four counts of wire fraud – with a maximum sentence of 20 years. However, it has taken an eternity to get this point – sentencing. Her legal team is arguing for 18 months of house arrest. The prosecution wants her to serve 15 years in prison and to pay back the best part of a billion dollars to investors.” So one side wants her to bake in sing sing for 15 years and the other side want to give her house arrest for 18 month a sway of no less. A mere 10% for the fraudster with nice tits. You think this is crude? How about the investors? So we get things like the dozens of letters have been submitted vouching for Holmes’ character. Character of a Fraudster? “one from Cory Booker, a US Senator for New Jersey, who wrote to the judge.

The Democrat said they’d bonded over vegan food at a dinner six years before she was charged with fraud, and they had remained friends. He appealed for clemency.” This can be seen in two ways. One is what we read, the other one is the one where the Fraudster is setting up a hedge fund of good calls, at the expense of other people. You decide. 

Last there is the BBC again (at https://www.bbc.co.uk/news/world-us-canada-63685131) where we see ‘Theranos founder Elizabeth Holmes jailed for fraud’ it is here that we get “Once hailed as the “next Steve Jobs”, she was at one time said to be the world’s youngest self-made billionaire. She launched Theranos after dropping out of Stanford University at age 19, and its value rose sharply after the company claimed it could bring about a revolution in disease diagnosis.” And how did faking test results help there? How do we get “Holmes, 38, who is pregnant, tearfully told the court she felt “deep pain” for those misled by the scam”? I am of the mind that she got pregnant to soften the blow of punishment, but that might merely be me. And how can she feel deep pain? The actions against Tyler Shulz seem to indicate that, I feel for Tyler Shulz who is the one setting this in motion. I cannot state that others were aware, well one other seemingly was. But he is the one who stopped it, but the Wall Street Journal wrote that away in an epitaph easily enough. It seems that only NPR took a better look in appreciation of what he did, what he found and how the ball got rolling. The Wall Street Journal went straight for daddy.

NPR gives us “he was the first to report troubling findings at the company to regulators. At the time, it was a risky and bold move, but it helped accelerate scrutiny that would ultimately end in the company’s implosion.” I have two issues here. The first I why only NPR is taking that stand, the second one is seen with “it was a risky and bold move” it was risky to warn the SEC for fraud events? In addition we get “Shultz had worked countless hours in labs. Armed with this scientific know-how, he quickly realised something was amiss when he looked inside of the Edison device.

“There is nothing that the Edison could do that I couldn’t do with a pipette in my own hand,” he said. Then he discovered another alarming thing: When Theranos completed quality-control safety audits, it was running tests not on the Edison, but on commercially available lab equipment. That did not seem right. “It was clear that there was an open secret within Theranos that this technology simply didn’t exist,” Shultz said.” The article (at https://www.npr.org/2022/01/05/1070474663/theranos-whistleblower-tyler-shultz-elizabeth-holmes-verdict-champagne) gives a rundown that none of the papers hd and NPR had it in January 2022. It seems that the media is all very forgiving towards fraud, it implies that fraud is applauded as long as you get away with it. So how come NPR has what the Wall Street Journal, USA Today and the BBC do not? In addition the fact that the hard and ‘risky’ choices that Tyler Shulz made, not his father are seemingly ignored all over the place. And you wonder why I do not trust people with my IP? You have got to be joking. In the end we have a much larger problem, the media! They have gone out of their way to give space to a fraudster and only now, only after the verdict of 11 years is passed do we see the rundown, but till to the smallest degree and that is proven with the NPR article that was given to us 9 months earlier. Hell, a woman can get pregnant in that time. The fact that most media steps largely over Tyler Shulz might be seen as additional evidence.

Was it a simple story, or have they all been compelled by a vampire? I reckon someone has to ask the expert witness Sarah Michelle Gellar for insights.

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