Tag Archives: Wall Street Journal

The assassin’s methodology

In the intelligence world methodology matters, it is actually a game maker in that setting. We seem to think that some parts were fabrication, we seem to hide behind the slogan ‘If it looks like Hollywood, it is fake‘, yet that premise is not quite accurate. In the 90’s there was a time where the Wetwork business had a massive shortage of recruits and volunteers. That all changed when someone decided to park a 747 in a building in New York, but before that there was a shortage. Those people worked all over Europe, usually in construction, often well-educated with a focus to be placed all over the EMEA region. They were often called Technical Account Managers (or Technical Consultants). Often not linked to a company, self-employed short term hires that got in did what needed to be done and left. It is that era where the strategic sense of segregation, isolation, assassination comes from.

To make another leap, some might remember the Austrian raid on its own intelligence service in 2018, if it was only that simple. When Reuters gave somewhere in May 2018 “That led some allied countries to fear that intelligence they had given to Austria might have been compromised“, if it was only that simple, the raid was 24 years late. The independent had part of it in 1994. It took me a while to find it, yet (at https://www.independent.co.uk/news/world/europe/russian-mafia-summit-in-austria-1425805.html) we merely see: “Russia’s crime bosses held an unusual mob summit in Austria last month to discuss gambling, contract killings and other shady business back home, AP reports. The daily newspaper Izvestia reported that ‘Participants (also) enjoyed an extensive cultural programme. They even went skiing in the Alps.’“, there were two additional participants, two elements that would be speaking to a few only; they were one senior plus one additional representative from the FSB. It was not what they did and where they went, those bosses got a clear message where not to go and who not to bother. They already had a spread system in place, from Katendrecht (Rotterdam harbour district) to Antwerp and Monchengladbach Germany, they had channels in place and they were making a bundle (read: serious amounts of cash). So for these Wetwork TAM’s to stay under the radar was quite the challenge over there. The Russians were almost everywhere. Yet it changed, somehow in 1997/1998 the Germans got the upper hand in Germany and cleaned the place up by a lot. Some of the Russians went underground, some merely changed positions; there was an impact. One of these moments was seen in the Dutch newspapers (at https://www.nrc.nl/nieuws/1997/07/29/man-ontvluchtte-moskou-politie-voert-onderzoek-uit-7362317-a714933), the case is larger than shown. What was not widely known was that there was some kind of an agreement between the FSB (read: former KGB people) and the Russian mafia itself. Germany got a handle on it somehow and even as the ‘evidence’ was staring them in the face, it was ignored. The firm Lorit was quite literally Tirol (his Moscow office) backwards. The newspapers at that point mentioned “Rozenbaoum kocht het huis in 1993 voor acht ton. Op het dak staan twee satellietantennes. Daarmee hield hij contact met zijn vrachtwagenchauffeurs die door Europa reden” which translates to: “Rozenbaoum bought the house in 1993 for 800K. There are two satellite antennas on the roof. He kept in touch with his truck drivers who drove through Europe“, it was 60Km from the German border and 92Km from the German base monitoring a lot of traffic. A lot more was going on, even then and as some issues were buried into miscommunication and a considerable amount of cases linked to the response: ‘I am unable to recall the precise details of those events‘, there were several indirect links to Austria, yet those were seemingly never proven.

How does this relate to today?

This relates to an article in ‘The Hill’ (at https://thehill.com/policy/technology/433497-trump-admin-threatens-to-withhold-intelligence-from-germany-unless-it-drops) 4 hours ago when we were introduced to: ‘Trump admin threatens to withhold intelligence from Germany unless it drops Huawei‘, so not only is the Trump Administration dumb and ignorant. not only have they not ever found, or produced any evidence that Huawei equipment was an actual security danger (not since 2012 have they given anything). They are now ready to alienate the one nation in Europe that had success against Russian operatives as well as against Russian organised crime (often linked to FSB priorities) and we are introduced to “The Wall Street Journal obtained a letter dated Friday from U.S. Ambassador Richard Grenell to Germany’s economics minister saying that intelligence sharing would be limited if Huawei or other Chinese vendors are allowed to participate in building Germany’s 5G network“, so in that one place where the CIA has been useless for the longest of times (an exaggeration, read: a little too often), they are now biting the hand that has been feeding THEM intelligence. So when I presented: ‘segregation, isolation, assassination‘, I did so for a reason, I have never seen a target do this to their own survival chances, which is a novel experience to read. Even as the Germans offer: “Germany says it has seen no evidence that Huawei had or could use its equipment to spy on its users and that it should be allowed to bid for the country’s 5G network if it meets security criteria“, we see clear evidence of the Americans remaining utterly stupid. If only they had adopted the speech Alex Younger (MI-6) had. We can argue against that, but the premise was at least sound, the Americans did not even bother with that part, they have not bothered with that part of the equation since 2012. This is what I would call the result of taking intelligence out of ‘intelligence services‘, it merely becomes a speaking stage of services to whoever is a competitor of Huawei (they must be a non-Chinese or Russian player though).

We have seen several actual experts on 5G voice the issue that leaving out Huawei will delay true 5G for years that is what is in play and the Americans need to wise up fast. This seemingly implies that America has additional losses to register, not only in technology, not only in cloud issues, the German intelligence data that is a lot more important than anyone gives it credit to is likely to stop flowing to the US and to other players, which is not a good turn of events. In addition, the collected information on lone wolves, intelligence France needs might end up in a holding pattern if wrong pressure is applied. If quality intelligence equates to time, what else will France (or the Dutch) lose out on? There is no way to tell, I cannot even speculate on that. The issue will however become a lot more clear if both nations will have to deal with successful actions by extremist groups, as well as lost revenue by certain ‘entrepreneurial Russian entities’, something that was always going to happen, but perhaps not to the degree these places might see in 2019-2020.

So whilst we give consideration of ‘U.S. officials are increasingly sounding the alarm over the potential for Chinese spying‘, all whilst Facebook is giving away the data for free, we see a loaded cannon and the US is aiming it at their own needs. The US has had almost 7 years to collect evidence and present this, it was never done. In addition some of the true top ranking experts in that field have not been able to present any evidence, and finally, the US credibility is just too low. Perhaps some remember US Secretary of State Colin Powell and his silver briefcase giving evidence behind closed doors on the evidence of WMD’s in Iraq. How did that end? Does anyone remember? So when it is merely ‘adaptable’ telecom equipment, they better show the goods. The Americans has thus far not done that and the utter complacency of US tech corporations have become a joke to say the least. In this age of re-engineering, to end up 3 years behind China requires a truly new level of stupidity (read: short coming) and it is time for the people to realise that. Once the evidence comes out that there is no evidence, make sure that people making bold statements (like former Prime Minister Malcolm Turnbull) get their honours stripped, they facilitated directly against the needs of the Australian people and that should come at a price. Of course the US could clearly present the evidence and get that same former Prime Minister off the hook mind you.

I see merely cogs that are greased through nepotism, facilitation and the need for greed by some tech companies who could not get their ducks in a row in time. We really need to put the spotlights on those people too. In the end methodology is a simple approach, it goes from evidence, what we know, where someone will be, where something will appear and we act on that. The US fictive side in all this tends to go via the cloud solution called ‘delusion’ it has no grasp of evidence, it has no stage of reality and is merely the stage for people on what they desire whilst the do not have what the consumer needed in the first place, how was that ever an acceptable pasture to place your herd of needs?

 

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Future through the sub line

That was the first thought I had when the Guardian treated us all to: ‘Folding tablet hybrid shows Asia, not US or Europe, is leading the way in innovation‘, I was already aware of this through the submitted patents well over a year ago, yet the Americans remained in denial on just how far behind they were falling, ego does that, iteration does that and denial does that. Now I see that the innovations would optionally give added value to my own outstanding patent on a ‘dumb smart device‘, and it goes on beyond that. Some of the innovations I had planned for are now on par with what Huawei will need soon enough.

Their foldable Mate X, which is allegedly 5G shows that not only is Huawei ahead of the game, I see that they might be more and more interested in my IP, giving me the retirement funds I really really desire. The Mate X billboard that was getting placed for the grand opening in 10 hours in Barcelona gives us the initial view, instead of hiding it in the middle like Samsung does, the outside fold might have additional powers and abilities that we have not considered yet and could optionally have the implementations that Android 10 will offer. Even as we expect the 5,000 mAh battery to be the power driver pushing Huawei all along towards to pole position, the device would have plenty of business needs for options like a potential Dark Mode, as well as DeX-like docking support for a new Desktop mode and a revamp of privacy options. Giving us that Apple is now falling behind and they are falling behind fast. In addition we see the escalations that are hitting Facebook will enable a much larger push towards the WeChat future that is now being considered more and more outside of China.

Barcelona has more, even as the SanDisk 400GB is truly expensive (as well as superfast) as its 128GB is 75% cheaper at present, but that is the reality of larger memory when it is initially released. More important, when I look at the implementation of my IP, I see that the market for SanDisk would grow close to exponential from previous terms and I am sure that SanDisk will not object at all. And the news is not done yet. One source gives us; ‘After Samsung unveils Galaxy Fold, Apple submits blueprint for foldable iPhone‘, implying that they are losing grounds and are getting left behind by both Samsung and Huawei. Even as we are almost conned with: “Apple has submitted a blueprint of a bendable smartphone at the US Patent and Trademark Office (USPTO), indicating Apple’s progressive development towards building a foldable device” we see the issue that if the patent is submitted now, Apple would be optionally 2 years behind Huawei, the loss has been that much for America. As we see the news from CNet and ZDNet and a few others, we see quotes like: “Samsung has gotten the jump on the competition; companies like Huawei and Xiaomi could have the last laugh. While the Galaxy Fold wowed audiences with its demo, Samsung opted not to let anyone get too close to it, and the phone was MIA when the demo area opened up. Another company could steal the spotlight by offering people a closer hands-on with their foldable devices” and none of the articles had given any notion towards Apple implying that with the absence of ‘leaked reports‘ Apple is a no show to the degree that it matters. It was only through Forbes that we see: “In a perfect demonstration of the macro/micro concept in practice, the Wall Street Journal broke the news that Apple is shifting its leadership. The company is also changing priorities throughout its multiple divisions (retail, hardware, artificial intelligence and services).” All these group interview drives for their shops and now we see a massive division shift. It is not only that, they also confirm what I have been telling everyone for almost a year. With: “It’s like paying an even higher price for a bigger plate of the same food“, the part that the plate only seems bigger is left out (it is in the eye of the beholder) and when we consider the $2365 (Apple) versus $899 (Huawei), with a close contender (Huawei too) at $499 we see that there is a consumer group that is taking value into considerations making the technology of Apple slide even faster.

So whilst their marketing division is trying to make sense of the premise of ‘Apple under fire as it admits some iPads ship with a ‘bendy chassis’ – but says the flaw in the $799 product is ‘normal’‘, all whilst the consumers wonders how stupid their train of thought is, and as we were treated to “This 400 micron variance is less than half a millimeter (or the width of fewer than four sheets of paper at most) and this level of flatness won’t change during normal use over the lifetime of the product. Note, these slight variations do not affect the function of the device in any way“, whilst the images (at https://www.macrumors.com/guide/ipad-pro-2018-bending-issue/) shows a “Bendgate” issue that is a lot bigger than their statement. As we are treated to issues a lot more severe, we optionally see an issue where Apple did not merely drop the ball, they went about it wrongly to address the issue and it is not going away any day soon. When we push this forward, is the fear that people with an optional future folded iPhone greeting the ladies in social events with an folded iPhone shaped like a giant ‘V’ that they are not happy to see them, they merely have an iPhone bendy in their pocket, and lets be fair, are you really willing to pay $2900 for an iPad that can’t stay straight?

This part matters as Apple will try to take the 5G path growing its market share as we would expect Apple to do, yet at present Apple is losing speed and making less and less headway, it needs to realise that the Chinese path of innovation is taking steam out of the others and drowning whatever others consider to be innovation to the be a mere marketing exercise. Huawei started showing that clearly well over a year ago and now that 5G is here, the playing field is dominated by China to a much larger degree than anyone is comfortable with. In addition, what was laughed away by many a year ago when I showed that Saudi Arabia was making headway in 5G, is now given by the media as: ‘Huawei to help Saudi Arabia become world’s top 5G country‘, I was more conservative claiming that they would surpass the US in 5G, not that they would become number one, but the Global Times is more progressive here and with “his company will support Saudi Arabia in its drive, and Huawei is ready to invest $20 million per year in its three local research centers, cooperate closely with 140 local suppliers, procure $500 million worth of local equipment annually and add 10,000 local jobs in Saudi Arabia in the future.” The quote (at http://www.globaltimes.cn/content/1139737.shtml) gives a few issues to debate, but behind all this is still the Vision 2030 drive and Neom City the drive that Saudi Arabia has had from the beginning and as I stated many months ago, their need for 5G would be well received, a city that will in the end be well over 20 times the size of New York, all 5G and all innovation driven. That was seemingly just the beginning, because Huawei sees what I saw, Saudi Arabia is important and in the end the biggest springboard towards places like Egypt and a consumer base 300% the size of Saudi Arabia. From there several more markets will open up in several ways. In the end I have been proven correct five times over on this issue alone. Barcelona and their MWC2019 (Mobile World Congress) will show me to be correct in a few more ways. At this point, I merely wonder how often Microsoft will drop the ball there. I am supposed to remain objective, but how can I when we have seen this world where Microsoft innovation is merely limited to their marketing. Whatever we get to see at the MWC2019 this year, it is clear that when it comes to innovation, it will be the Chinese companies that have the last laugh, especially as President Trump announced: “I want 5G, and even 6G, technology in the United States as soon as possible. It is far more powerful, faster, and smarter than the current standard. American companies must step up their efforts, or get left behind“, and the fact that AT&T is hiding behind 5G Evolution (which is not even 5G) should be a clear indication how far the US is lagging behind, all the way to the White House. It is also the one moment where I clearly oppose Business Review who gives us: ‘Trump’s tweet won’t have much impact‘, you see, entertainment is priceless and that is what President Trump offers, 6G when they are still not grasping the options that 5G brings, and the ‘small’ fact that Saudi Arabia will soon pass them by in the 5G mobile field does not help the US either, there is no telling at present how far behind the US will be when 6G arrives in 5-10 years, but we can giggle on the sidelines whilst we watch it happen, can we not?

 

 

 

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Life without pension

Yes, that is one of the elements that are now in play, life without pension, work until death. Did you consider this danger when you woke up this morning? It does not matter whether you are 55+ and awaiting your first months on a pension, or perhaps you are a decade younger and you are setting the stage for your house, your family and your future to be decently secure. Perhaps you are young and you do not care yet on how you celebrate your golden years. Yet what happens when you are becoming aware that this will never be the life you can embrace?

For me it is not really a concern, I have always been a workaholic.

Yet the picture I am painting is slowly becoming a reality. I made mention somewhere in 2018 that there would be noise on renewing, or not cancelling the entire stimulus program. I was initially pleasantly surprised that this was exactly what happened. It did not take long, a mere 8 weeks later we see: ‘Dutch central banker calls on ECB to pause plan to ditch stimulus‘ (at https://www.ft.com/content/d42d5c12-2def-11e9-8744-e7016697f225). Here we see: “The European Central Bank should pause plans to ditch its crisis-era stimulus, the governor of the Dutch central bank has said, in a sign that concerns over disappointing economic growth have spread to the eurozone’s most hawkish circles“, In addition we see: “the central bank needed to gauge how badly the economy was faring before pressing ahead with plans to normalise monetary policy“. This is merely one part where we see that the economy is a jester and we are all playing the same card whilst the protected few get the entire deck, an economy that requires $3 trillion and counting to run through invested support is not running, plain and simple and that debt is with us, the tax payers. The idea to runt that bill up higher should outrage us all, no matter what excuses we get to hear. So when we see “he has moved into line with Mr Draghi and the majority on the ECB governing council. It shows the steep deterioration in eurozone sentiment“, I merely see that not only was Brexit the better idea, we need to get out as quick as we can, with exit deal or not.

What do you think will happen when this blows up in their faces? It will; I personally believe that there is close to zero doubt on this. The Wall Street Journal gave us two days ago: “the ECB could raise interest rates this year. If it doesn’t, the bank might turn to new stimulus measures. It has few tools left“, I will go one step further, it has no moves left other than to tap unused resources for short term gains and that is when someone will give the audience assurances with some small ‘extremely unlikely‘ or some ‘failure is too small a factor to see it as any threat‘ mention and soon thereafter that one thing happens and the pensions will be gone. The Dutch Telegraaf reported on that less than 10 hours ago where the reader gets: “De EU-landen willen volgende maand de knoop doorhakken. De PEPP moet het makkelijker maken geld opzij te zetten voor de oude dag door een einde te maken aan de lappendeken van regels in de Unie“, which translates to: “The EU countries want to make a decision next month. The PEPP should make it easier to set aside money for the old age by putting an end to the patchwork of rules in the Union“. Critical viewers see the danger as the mandatory part comes into question. So not only do we see places like Carillion (UK) with their “pension fund deficit of £800 million” a mere week ago. So what happens when this ends up being the impact on a European scale? What happens when the Dutch and Swedish systems (which are among the safest and most secure pensions) collapse? That is not fictive, that is not academic, that is a realistic danger of the PEPP, when those schemes start banking on the wrong bonds and investments there will be no pension left. Good luck getting by with that March Hare menu. The fact that this is getting pushed by more and more marketing, complete with ‘How a US firm pushed for EU €2.1 trn pension fund‘. It makes me extremely cautious. In the age where we see new stimulus replace another, whist there is no economic good to be found, we see more and more debt, the moment the ECB gets there fingers on that PEPP option the fences move and the entire herd of economic protection levels gets squashed, like grapes in a wine barrel, to be diminished to the status of vinegar. So there goes your pension that was initially a decent chardonnay at $15 per 700ml, and is now no more than $2 per gallon, so how does that go over with your planned pension outlook?

The rapid growth of all these international advisors all claiming that the Pan European Personal Pension products (Pepp) are a good idea is making me even less trusting. Having seen the eager needs of hedge funds managers over the decades and their renowned need for greed is making me worried that this will blow up and whilst they walk away with multimillion bonuses, we all end up without a pension. It does not get any better soon. That part is seen through the paper by Paul Cox, Lecturer at the Birmingham Business School (at https://www.birmingham.ac.uk/Documents/college-social-sciences/social-policy/CHASM/briefing-papers/2018/BP1-2018-Pan-European-Personal-Pension-Paul-Cox.pdf), and the first thing that should worry you is: “Currently there is no specific EU legal framework on the design, provision and distribution of PPs“, so not only is this an international product limited by national law, there is every indication that once outside of the borders a lot of national legislation loses its impact and power, giving rise to all kinds of dangers. Even as we are given: “The PEPP takes the form of a Regulation. A Regulation is directly applicable in each Member State and does not need to be passed in Parliament as a Directive does.” This comes with the added danger that these regulations can be altered at any time, giving the rise to ambiguity as well as adaption to fit the need of the ECB, that same entity that callously handed over $3 trillion in stimulus with nothing to show for it. How does that fit your retirement scheme?

Even as we see: “Transfers into a PEPP from any national Member State PP is allowed but a transfer from a PEPP to a national Member State PP is not allowed” and are given the reasoning of “The aim is to prevent possible tax relief arbitrage where the PEPP tax relief is not as generous as national Member State tax relief.“, the indirect danger will be that the PEPP could face additional taxation (on top of the normal national one).

Yet the bigger danger is in the unspoken part of: “An obligation to provide a financial guarantee might lead to investment in low risk and low returning assets, such as government bonds and money markets, which would go against the CMU’s aim of fostering investment in equity and increasing private sector economic growth. A financial guarantee may also create a significant barrier to entry as only some providers would be able to offer such guarantees“, so not only the loss of optional guarantee, yet the bigger part is the danger of much higher risk investments, apart from the partially visible danger of investing in ECB bonds fuelling more non profitable stimulus, the danger of big risk as people experienced in 2004 and 2008, at that point your pension is gone.

That is a direct danger at present and there is almost zero chance that these dangers will not hit you at some point. The problem is that the closer you are to retirement, the larger the impact will be. Some of my friends were hit with their low risk investments in 2008, resulting in an added 10 year shift to their retirement, so retiring at 75, do you think you will be that lucky?

From my personal point of view, it is not the large players that are the danger, there will always be another Carillion, the danger are the dozen small players where we see people diving into a pool they do not comprehend and set aside the essential protections required, all with the view to strike rich fast. In that view, consider the “the fallout of a $235 billion dirty-money scandal that has engulfed the local branch of Copenhagen-based Danske Bank A/S“, then take “the ABLV, Latvia’s third-largest bank, accused of laundering Russian money and starved it of American dollars, forcing it to close“, add “the closure of Malta’s Pilatus Bank and a 775 million euro fine imposed on Dutch lender ING” and the clear message, given via Reuters by committee chairman Petr Jezek: “The Financial Intelligence Units of many EU member states are ‘clearly not up to the task’“, that is the PEPP picture you could face, all getting in and out quick and ransack EU pensions overnight (and all falling over at the same time). There is too much danger and as we might have some faith in the uber wealthy Larry Fink and his need to grow his $6 trillion empire, the danger of small bank barracuda’s pretending to be great white’s or their version of an all devouring Megaladon (thanks Jason Statham) is too great, there is a lack of protection in place and with pensions that is just too great a risk to face. To translate that in other terms. It is not the one player losing $1oo billion that is the danger, it is the setting that 100 players all lose $1 billion at the same time, the systems are often not ready to deal with such a situation.

I fear that the fraud and pocket filling impact by greed driven persons the next time around will be a lot higher, a lot more devastating. I always figured that I will be working should I pass the 77 mark and still be alive, that is the one benefit of a workaholic, is that the view you are having for your retirement at 40+?

BP1-2018-Pan-European-Personal-Pension-Paul-Cox

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A train without rails

We have seen the actions in America, the actions by Americans and the Guardian treated us last Thursday to: ‘China accuses US of suppressing its high-tech companies‘. When we consider the actions against Huawei, that would certainly make sense, yet is it true? If we consider: “China has accused the US of trying to suppress its tech companies, as US prosecutors reportedly investigate allegations that Huawei stole trade secrets from US businesses. Adding to pressure on the Chinese telecoms firm, US lawmakers have proposed a ban on selling US chips or components to the company.” We could optionally accept the given, yet where is the evidence? Huawei has been more advanced on several sides in both 4G and 5G for well over 3 years. In opposition we need to entertain: “The Chinese state-run Global Times called the latest pressure on Huawei a form of “technological McCarthyism” aimed at politicising and blocking Chinese businesses.” I personally feel that the Chinese Global Times has a case, yet why is this?

We can from the initial fact that America became fat, lazy, iterative and non-innovative and they are broke, any combination of two or more of the previous markers apply. In support of all this there is 5G Evolution (AT&T), in addition the entire US government shutdown mess will impact 5G rollout and there are some indication that most 5G will be delayed, or not be finalised until one quarter later at present. This indicates that if the US shutdown is not resolved within 55 days, there are a few indicators that give us the reality that 5G in America will not be up to scrap until 2020, that is one huge defeat for the America’s with or without the Corona wall in Southern Texas.

As we see the impact of technology, we see that there is an economic barrier stronger and higher than any immigrant wall and it is around everyone who wants 5G. So in all this Huawei already has a huge advantage, they have several additional options to play in Europe and they can give a direct light to Europe as well as the Middle East steaming on full throttle on 5G, whilst the US would not be ready to even implement basic 5G in several places. Even outside the infrastructure of the UK, Huawei could still be the largest player in the UK; time will tell how that goes.

This does not mean that the allegation “According to the Wall Street Journal, which cited anonymous sources, the US Department of Justice (DoJ) is in the advanced stages of a criminal inquiry that could result in an indictment of Huawei. The newspaper said the DoJ was looking into allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones. Huawei and the DoJ declined to comment directly on the report” should not be treated seriously, but there is still the stage where ‘allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones‘ needs to be tested on evidence, and until that part has been sufficiently satisfied, the entire allegations mess, is merely a mess. In opposition, the Guardian also gave us: “Huawei and T-Mobile settled their disputes in 2017 following a US jury verdict finding neither damage, unjust enrichment nor willful and malicious conduct by Huawei in T-Mobile’s trade secret claim“, if that is true then why is it part of the allegation in the first place? It is optionally that short sighted act that leaves us with more and more diminished consideration on acts by America, that do show clear signs of a McCarthy enterprise of unqualified allegations. We need to consider that America is playing a dangerous game. It is important that ‘consider’ is the operative word, mainly because of the connected: ‘only months ago, Canada and China were eagerly discussing the prospects of a free trade deal‘. You see from my point of view, this looks more and more like America is poisoning the well, there could be another side, but the allegations are not properly documented (and have not been so for the longest of times) and as such, in light of all the lost credibility that America has, the entire mess is less and less a Chinese issue and more an American issue. Of course, that could change overnight when we see a proper documentation of evidence and proper allegations, based on verifiable data, which until the trial is not really realistic and we get that, we do. Yet the entire McCarthian mess is too overly visible to give a well balanced view, it does not bode well for America until that is changed. That part is important, because the current administration never made any secrets of the approach towards ‘get more manufacturing on US soil‘. That is the Republican agenda and that is their rights, yet when you do that to a technological field where he US now has fallen behind to a much larger degree (the AT&T part is evidence of that), there will be repercussions of such a change. the fact that when we realise that there was an issue last month that there are still no FCC rules to remote 5G router rules, that implies that the administration has a much larger backdrop than we considered they had. It is in that light that we should also hold the views of Senator Chris Van Hollen to scrutiny. When we are treated to: “Huawei and ZTE are two sides of the same coin. Both companies have repeatedly violated US laws, represent a significant risk to American national security interests and need to be held accountable“. you see, when we consider the statement where ‘a significant risk to American national security interests‘ is nothing more than the fact that these two players are Chinese and not American, that part is satisfied to American National Security considerations, but overall that is not holding water to the reality of technology, the debate changes. In addition, we see no actual list that addresses ‘Both companies have repeatedly violated US laws‘. You see, if laws were actually violated than we should see arrests, are we seeing any actual arrests apart from the fact that one person is under house arrest optionally merely due to the fact that there is a link with Iran? So, in that light, how many Americans linked to the EU Nuclear deal are currently under arrest (and being investigated)? Perhaps people on Capitol Hill could explain all the actions going on against Ellie Geranmayeh? Likely there are no actions at all, so in all that how high does Huawei rate in all that and is the attempted arrest not a clear statement of discrimination against China? Let a White House West Wing senior associate please explain to me when and how such actions ever worked out positively for any administration? I cannot think of any example.

It is about to get a lot worse, especially in California. You might not think that the issue regarding The Pacific Gas and Electric Company is not linked here but it is. You see, when you consider that Forbes gave us: “PG&E will likely file for bankruptcy in the next two weeks. The utility announced on Monday that they are indeed exploring filing for bankruptcy protection (after much speculation), and their stock quickly tumbled by over 50%. While in the best of cases bankruptcy should be providing protection for as many parties possible, in this case it unfortunately may have the worst impact on the most vulnerable — fire survivors, workers, and in general the 16 million people PG&E serves“. We need to see the connection that could have been there. Any government linked progress on 5G could have been a way to keep PG&E afloat. Not because they need to, but as the infrastructures support one another, the utility could have connected in more than one way, giving an additional service gaining a 15%-25% overhead coverage on the exact same dime, not merely lowering risk, there could have been a protection for the workers and in addition create an additional workforce giving a dent in unemployment numbers lowering them even further. This was done in the Netherlands in the 90’s and in that same decade it started in most Scandinavian nations. Even as there were still three entities (power, cable and internet) the overall substructure was fed via the same infrastructure giving a host of additional options without the cost and pushing forward connections. that path is now pretty much a non-option, so in all this Huawei could have fuelled progress in California, even as we accept the American need for different stages of national security, having something there and then upgrading it all to American required standards would have been easier and better than trying to place something that was not there in the first place, setting the US back for up to 2 years and in addition being unable to safe the US treasury 3-7 billion dollars, an amount that adds up faster than we think.

The PG&E mess is a lot larger when we consider the legal folly that victims face, in addition, the workers would be hit just as hard, the non-hardship part will only be felt by the executives who can do a Woody Allen (take the money and run). In a stage where the shareholders and even the environmentalists will be to be slapped around, the 5G implementation plans using Huawei could have negated part of these hardships, whilst the three are connected in upgrading the current stations and adding more stations, so anything upgraded would also include placing 5G capabilities, in all this Sprint and Verizon would come up short and not merely technological, so there are a few reasons to keep on good footing with Huawei, all this is no longer a real possibility. By the way, when you consider that part and when it falls over, I reckon that places like the pacific LA region, via Malibu all the way to Oxnard could have benefitted from all this, optionally stirring towards a carbon neutral point through renewable energy implementation. What would be more efficient than having the windmill fuel the energy as well as the 5G and cable needs of that entire region? It required a large overhaul that could be done and keep the value of housing high there, that idea is also pretty gone. So when that hits and California needs to downgrade the value of housing in that region by 20%, how will the State itself fare?

All because the anti-Huawei acts that were clearly off the rails even before the actions started. It get to be worse the moment the media must acknowledge that California is no longer considered state of the art, even when we agree that America, New Zealand and Australia are all part of the Five Eyes intelligence network, the fact that we now see the optional chance that America ends in 3rd of even 4th place after Australia and New Zealand would at that point become the most hilarious news cycle in the history of digital media and that is not an unrealistic consideration, all this whilst a few options remains for Huawei to show the world this year that they were the most secure and the most advanced option. That is the reality we need to fess up to when we are made aware merely last night that Commons science and technology committee chairman Norman Lamb gave City A.M. (at http://www.cityam.com/271916/government-under-pressure-ban-huawei-5g-upgrade-) he quote “These are vitally important security issues. We need to establish whether there is a threat“, after all this time, at present as quoted there still is no established threat, so in that light we see the active McCarthian debacle on 5G technology, and all this will be biting the state of California over the next few months in several ways. Even now as Germany is paddling backwards on the openness of 5G and trying to remove Huawei, we see the folly of actions. The quote from Norman Lamb is first actual evidence of this folly. When it comes to National security any nation needs to do what is best, and I am fine with that. Alex Younger (head of UK boy scout division 6) was correct in his response and it makes sense that a Chinese device should not be part of a national infrastructure, that same applies to any other nation, yet the others accused Huawei of being a national threat when it clearly wasn’t one (or at least proven to be one). Alex Younger told us that we should never depend on Chinese technology and that is fine, that same would apply to America. Alex did not accuse Huawei and that is the difference. Even in that light, having something in place and then upgrading it to national standards is preferable to jerking around in the dark hoping you hit someone in a moment of ecstasy through alleged empty words, which seems to be happening now.

This hollow status is dragging he US down, it will hit the other too to a lesser effect because the they have less infrastructure to deal with and the UK has the additional benefit that they have a well-developed system (aka British Telecom), the Dutch have KPN, Australia has Telstra and so on, the Americans have an intertwined mess of Verizon, Sprint and a few other players giving them a lot more hardship, the fact that cities are taking the FCC to court at present is merely making the mess larger, and increasing delays all over the place, that is the reality that the US faces and the entire mess is not some train that came off the rails, it is a merely the train, they all forgot about the rails required, that is the sad part in all this and that is why the US is in for multiple levels of hardship having to watch several nations passing them by on the technological fields in ways they never imagined, because those implementers left their imagination next to their porn stack in the cupboards where their wives do not look ever (or so they think).

All elements I saw a year ago, all elements I took into consideration. Whatever element I forgot or overlooked are merely small dents in an adjusted path that I got right to the largest degree. And as we consider the last news part in all this, we need to recognise that whilst the FCC is dunking around, Saudi Arabia finalised an agreement with the UN 4 days ago. The news gave us: “An agreement has been signed between the Saudi Communication and Information Technology Commission (CITC) and the International Telecommunication Union (ITU) to strengthen cooperation and partnership between the two organizations“, and this now leads to “to adopt new technologies, such as 5G phone networks, have made the Kingdom one of the most developed regulators of the ICT sector in the world, according to the ITU’s rankings” gives rise to why I have been keeping my eyes on Saudi Arabia. They are almost literally sprinting ahead in the 5G environment and as we are given “Gov. Dr. Abdul Aziz Al-Ruwais and Doreen Bogdan-Martin, director of the International Telecommunication Union (ITU), sign deal to boost technology cooperation. (SPA)“, we see that Saudi Arabia (as well as a few other Middle Eastern nations) has been taking 5G extremely serious. From my personal point of view, the US has been sitting still (or on their hands) for close to 2 years too long and it will cost them dearly.

Having a train and forgetting about placing the rails tends to do that, and it is a rather silly nation when infrastructure and transportation are important to you, that evidence is shown in several places and the American folly makes no sense unless they are even more bankrupt that they are willing to admit to. Having to collect the taxes of this month to pay for the energy bill of next month is the last straw an administration has and it seems that America is getting ever closer to that stage now, but that is pure speculation from my side in all this.

 

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Diànhuà X2 (Xīnchē xíng)

This is not a name, it is not a brand and it is not a weapon system, Diànhuà is Chinese for ‘telephone’ plain and simple. The issue is that we need to start learning words that we normally never would have learned. Anyone who has spent time in a dojo in Eastern China (aka Japan) or perhaps in Thailand or in Indonesia knows this. You see when you start your path in Karate you learn the word ‘構え’, and you think, ‘I am learning the secrets of the universe‘ and that is how it feels, yet in Japanese it merely means ‘stance’ and that is what you did. In Pencak Silat, we learn the word ‘Pukul’, which translated Indonesian comes over as ‘Hit it’, which is exactly what you did; you punched it/him/her.

Simplicity is key here and what we might consider to be gibberish actually makes sense soon after we take more than 10 minutes of effort to see what information we are confronted with. When we start looking closer at the Huawei issues we see a lot to be concerned about. Not unlike Jeffrey Sachs, I had my issues with the Huaweian executive arrested in Canada. Apart from the fact that the United States does not get to set policy for other nations, the fact that China has economic ties to some degree with Iran also implies that Huawei would have had optional business with Iran.

Oh, and before you think that the US has its ducks in a row, you might want to look at the business partners (read: personal friends) of Vagit Alekperov (LUKoil) and look at their whereabouts in the last 5 months. Also wonder on how many were not arrested whilst in the US (or Canada for that matter), so whilst we all consider on how the US is doing business, we need to consider that more than one of them was roughly 13270 metres from a local FBI office there, we could ask the FBI, but they are currently closed, they will open at 08:15 with a fresh smile and optional free coffee, the coffee is there is apparently quite decent.

Yet back to what matters, you see, Huawei is not merely in the race, it is showing to make headway making 5G locations a lot better. We see the news in Poland, Spain and Italy, all this whilst surpassing the impressive achievement that Ericsson had. It surpassed the annual $100 billion revenue and as it stands, there is every indication that with certain projects in an ongoing state in Saudi Arabia, the UAE and optionally Egypt, Huawei could move towards 30% growth from the $100 billion last year. To a much larger extent it is also due to their mobiles Nova 3i, Mate 20 and the upcoming Nova 4i and Mate 30, it is not merely the excellence of their mobile; it is the sharp and competitive prices that will optionally allow Huawei to chip away the market share that Apple falsely believes to have secured. I believe that certain quotes, like: “Apple’s World Smartphone Market Share Above 50% For the first time ever Apple Inc. (AAPL) has garnered more than 50% of the global smartphone market during the fourth quarter, thanks to its high-end iPhone X“, in light of certain production places shutting down and earlier agreement with other providers should be considered as debatable, there is a definite drop in Apple choice. From my point of view, the people wanted a Golden delicious and they ended up with a Granny Smith. I personally love the sour taste of the Granny Smith, other do not. They objected to the iPad Pro ‘Bendy’, massive quality control problems, and not to forget the Extreme Tech quote: “Apple decided to actually make people’s products slower without telling them it had done so. It took this step after failures in its own manufacturing process caused damage to its batteries“. I am willing to go with the alternative path that the BS sold by Tim Cook where we see “but Cook states that all of the decline is attributable to Apple iPhone sales and that most of those sales (didn’t) occur in China“, all this whilst some sources still hang onto that 50% market share, a stage that is incorrect on more than one level, especially when we consider that the bulk of the people on this planet (roughly 80% plus) cannot afford some bloated new phone model that was close to 40% more expensive than a decent alternative, in this age the difference between $2369 and $1299 is too much for many households, it was the clear shot across the bow we all saw coming, but many remain in denial. In addition, the lawsuit files last month where we see: “plaintiffs Christian Sponchiado and Courtney Davis, alleges that Apple’s marketing claims about the iPhone X, iPhone XS, and iPhone XS Max are misleading“. If that case is ruled against Apple the impact will be massive. On the upside, Apple can buy into my IP with the entry price of $25 million upfront and get the optional 90% share of the patents linked to those (in case Google turns me down of course, they get first dibs (they have the reliability and credibility that I prefer).

In addition, as Apple lost $106 billion in value (almost 10%) a few hours ago, shows that the trillion dollar mark was merely a first step to become critically ill, optionally dead on arrival at the Wall Street hospital, more precisely the NYU Langone Health on Wall Street, Tim Cook might take a look at https://nyulangone.org/conditions, where he will learn that Bad Management choices is not a treatable ailment, yet Mental and behavioural Health is actually taken care of, although I am not certain that there is a cure for embossed ego and blindly following greed is not really a diagnosed behavioural health condition, he might be better off looking at Traditional Chinese medicine at that point, there he has an option to get advice from his friend Ren Zhengfei, if Tim forgot the number, Ren Zhengfei can be reached at +86-755-2878-0808.

What was THAT about?

When you consider the sidestep, it was not really a sidestep, when we see the European standards accepted in three countries and four optional additions, whilst the stage is now moving forward faster and faster in Saudi Arabia, the UAE, and Egypt, in a stage where 25 commercial contracts have been signed and all of them are moving forward, we see the initial failing in the US, Apple is a clear visibility, the lacking evidence of national security risks is out there louder and louder and now we see increased volumed voices in Commonwealth nations to reverse on the Huawei 5G ban. The fact that too many of the opposition have been in a stage of pussyfooting, micro stepping and calling these actions innovation and leaping ahead is where we see the failing of a larger group of Telecom players, at any stage, when (not if) those 5G standards are not met, it merely makes the case for other governments to either side towards a Huawei driven solution or fail in their 5G needs completely, and at this point, those who are not there at the beginning will merely lose millions of business opportunities every day. That is the clear setting and that is what we will see unfold. Players like AT&T might be the most visible ones, but they are not the only ones. Even when we look at current 4G abilities of Vodafone in France, good luck on finding ‘national coverage’ at that point, I have heard from more than one source that the map looks nice, but reality is nothing like their so called coverage map. And in the stage of once bitten twice shy, these players are putting it all one the table, betting everything they have to make a 5G turnaround whilst there is more than one indicating chance that this will falter. That is the gambling stage and all this is done without realising that Huawei does not need to bet, they merely have to deliver what they are promising making the others fold, losing it all over hardware that they cannot provide, or even better are already failing to manufacture. you see, the Wall Street Journal gave us a mere 4 days ago: “Major European wireless providers—big customers of all three—say Nokia and Ericsson have been slow to release equipment that is as advanced as Huawei’s“, the article (at https://www.wsj.com/articles/huawei-rivals-nokia-and-ericsson-struggle-to-capitalize-on-u-s-scrutiny-11546252247) gives us the parts that I mentioned weeks ago, I saw this coming a mile away and now that this is showing to be just as I said it would be, we now see the upcoming failures in a few countries, all of them ‘eager to be the number one‘, now soon to be trailing BEHIND what they call is a technological third world nation (Saudi Arabia), whilst Saudi Arabia is seemingly still speeding ahead and Huawei wants to be completely successful there as it almost guarantees them Middle Eastern 5G Supremacy.

The other players are in a deeper pool of trouble when we consider: “Both Nokia and Ericsson fear that if they are seen trying to take advantage, Beijing could retaliate by cutting off access to the massive Chinese market, people familiar with the matter said“, this is not news, this was always going to happen, you might want to pick up a decent history book and reread the British Telecom phase in the UK around 3 decades ago, it is not as comfortable to face these scrutinies when you are receiving the damage, not dishing it out, is it?

As I personally see it the US is due a few setbacks, these setbacks could cost Wall Street, the DJI and the NASDAQ in larger ways than I can foresee at present. What will happen to claimants when the delivery is not met and those 5G wannabe’s all make legal claims on goods and speeds not delivered? I do not need to remind the readers of the Trumped ego of nations when promises are not kept, do I?

These are not merely obstacles or pitfalls; the entire setting was bogus on a few levels. Whenever I see the Huawei ban mention on TV, my mind races back and remembers the US Secretary of State Colin Powell in clownish fashion running around with a silver briefcase showing it off at closed sessions with WMD events, you do remember how that ended, do you not? As I personally see it, the entire 5G debacle will be the same, but now the nations adhering to that alliance will face a lot more backwash from their own local political parties when it all falls down, and I feel 80% certain that this is exactly what will happen down the road. As I stated more than once, in the UK Alex Younger was at least in the proper stage where he did not claim National security risk, he merely stated that such infrastructure must be held national, not international hands. It is not a great decision, but at least it made sense, yet there too Huawei has economic options by investing in training the Bright Cambridge, London Poly tech and Oxford people in creating excellent 5G devices, optionally merely funding it and gaining huge windfalls over the upcoming decade. It would be a so called scenario of all the gains without the optional pains.

Interesting that we see nothing on such an optional solution in the media, do we? So as the new modelled 5G pushes forward there is no doubt that in the immediate time it will be ruled by Huawei, the others were (as I personally see it) too short-sighted for too long and that is the Tim Cookie we all forgot about, so whilst we see new Cookie policies, we merely see a collection of cyber analysts all gathered around some jar and not around the place of true innovation, the memo they received was in the end not that clear on the matter (Go Figure).

If you were up to speed to certain events and got the previous reference, my congratulations to you; if you missed it, no worries. Merely look (at http://scientists4wiredtech.com/2018/03/4g-5g-wireless-is-the-new-bait-and-switch-scandal/) and do not go on faith with: “4G/5G Wireless antennas require a fiber optic wire to be attached to each cell site, every block or two. No private company is going to roll out fiber to lots of new areas. The FCC rarely, if ever, mentions that 4G/5G densification requires fiber optic wires. Commissioner Carr’s 5G statement never mentions the terms “fiber” or “state utility”“, and when you add: “AT&T just changed its mind about deploying fixed wireless. The operator has been touting its plans to deploy a mobile 5G network in 12 markets in the United States this year using millimeter wave (mmWave) spectrum in the 28 GHz and 39 GHz bands. And while it still plans to move forward with those deployment plans, it announced today that it will deploy fixed wireless in late 2019 using the unlicensed Citizens Broadband Radio Service (CBRS) spectrum. It will initially deploy LTE but then migrate to 5G. The company did not say how many markets it would deploy” (from another source) and consider the two statements we see an optional shift in a few direction, more important all the places where AT&T will not reach (beside the difference in range that the two very different standards have), so at that point, how much subsidy will never ever be in favour of the American people and in addition to that, their created ALEC group (American Legislative Exchange Council), at that point when these documents and legislative agreement are scanned and we end up seeing some version of: “grants LICENSEE and its AFFILIATES, a nonexclusive right to USE the 5G hardware provided with these license terms (hereinafter the “HARDWARE”) for its intended purpose, as defined below. USE means the right to enable the HARDWARE in the manner and for the purpose for which it was intended by the manufacturer“, at what point will the people realise that ‘intended by the manufacturer‘ will end up being massively ambiguous and that in the end no rights will remain with the user when it end up not being up to the expected scrap? It is not even a slippery slope; it is a slippery slope not being able to support part of the weight it was supposed to support.

The worst part of it all is that it was not even a surprise to me that this was going to happen, so as others claim to be so much more intelligent to me, is that true intelligence, or is that intelligence that enabled them to fill their pockets? You tell me, I am not presuming any answers here, I am merely pointing out the facts that are actually available in a whole range of sources, several of them respectable; they merely did not bother to connect the highlighted dots, which is also a matter of concern at some point soon enough.

 

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That Lion cliché

Do you remember the time when art was about art? Perhaps you remember the studio that had the lion in their logo? I think that the very same lion was also very active in an old TV series called Daktari (1966, CBS). They had on their logo ‘Ars Gratia Artis‘, although some refer to it as: Arse for the sake of the artists, which is not the same thing.

It means art for art’s sake and that ideology came under assault by the Business Insider through Netflix last year (2 days ago), or did it? The article (at https://amp.businessinsider.com/netflix-bird-box-sparks-debate-over-data-in-hollywood-2018-12) gives a very different light on Hollywood. We initially get: “Netflix said its original movie “Bird Box,” starring Sandra Bullock, was viewed by 45 million accounts in its first seven days on the streaming service, a record for the company“, which is a good achievement, considering that there are 137 million subscribers, we get the setting that 30% watched it, something that should be regarded as a huge success. Yet Business Insider does not think so, it goes on with the quote: “Though Netflix revealed the huge number, it didn’t give specifics. How many of those 45 million watched the movie from beginning to end? What were the demographics of the viewers? Those are the types of stats that movie studios and TV networks release about their content“. Here we have a larger issue; those in the cinema, with rare exceptions will sit out the movie in the cinema, in the digital world we get to consider a new stage: how many watch it completely? Just like Google ads on YouTube where the first 5 seconds is ‘free’, or better stated might not be a viewer, and after 5 seconds the person can skip, so that is not a viewer either, these metrics now count towards the greater need to understand the Netflix viewer, because those who start the movie are optionally not actual viewers, so setting the purchase stage towards those metrics will be the downfall of Netflix soon enough, yet in all this, the viewer, including me, we are all new to the Netflix, Stan and other parts, so we get to switch products, like we switch channels and as such, finding what we like is going to be important to Netflix et al. Also, multiple watching might imply that, or another person at the house was watching, or perhaps I merely nodded off after 24.3 minutes only to realise that a comfy chair and warm weather implies that watching is a lot more challenging? In all this metrics, especially top line metrics with demographics will be increasingly important to all these digital providers. Even as we see: “That 45 million number has not been verified by a third-party measurement company in the way TV ratings and box-office results generally are“, we do not realise that for the most, cinemas have an utter lack of these metrics (other than amount of tickets sold, tickets per purchase and date of purchase), so even as Digital channels have more granularity (a lot more), we can debate and even question these metrics on a few levels. I once heard that a friend has his father drop by every weekend to use his Netflix account and keep up on TV series whilst the sunshine lad was at the beach entertaining his tan and swimming ability, so when he got home, he shared a meal with dad and they talk and watched a little more Netflix. So that implies that for that day the metrics are no longer matching the demographics, merely the member graphics, which again is not the same, not even close.

So when we look back at bird box, we see the interesting quote: “she believes that the latest Netflix news is nothing but a publicity stunt and that Netflix’s lack of transparency about data hurts filmmakers“, which is when the wheels leave the carriage in every direction. If movies are about art, why would data transparency be important? How is a vision or art an indication of data requirement? I get the statement, I get the implied stage where the TV industry is now mimicking Ubisoft when they started claiming another Assassins Creed every year. The implied part is forgotten as soon as you read it, but the danger is there. Those makers who rely on data to form the next hit will never ever get one. You see, the lesson that Ubisoft has been learning the hard way is that a game that appeals to everyone is a game that appeals to no one. The sales figures show that flaw, the ratings of games that at $50 million should have been 90% or better get nowhere beyond the 65%-85%, so basically a products that gets a little more than break even, it is a business model that theoretically works, but it will never produce any diamonds. The 78%-81% for Far Cry 5 is a direct indicator of that, some gave it as little as a 60% rating, a total change from the 90% that AC Origin deserved and that supports my thoughts there.

Yet in TV and movies on digital format we see another shift, we see the lack of materials making the makers a little desperate for choices. Even as we see Bird Box as a massive win, we see that choices are now coming at a much steeper investment curve, making the game a lot more dangerous, and it is pushing these analysts towards the metrics of watchers and optional watchers giving them a dangerous step towards anticipated interest versus real interest. Netflix is the most visible player here, but they are not alone. Stan, Foxtel, Canal Plus and a few others will face their own demons. Disney is the safest player for now as they have the best established brand on any medium, yet over time they too need to face the choices of data use available.

For me this data war is important in other ways too, as we see Bird Box and a title like the Blair Witch project in one box of choices, we see the link of mass media towards creating an inflated hype, yet when we look in another direction we realise that gems like Chilling Adventures of Sabrina would lose their footing into getting a place in creating and release. Sabrina is as I personally see it the true approach to ‘Ars Gratia Artis‘, the moment that data takes over, things will fall apart. It is not the data itself, it is the fact that in the first the data is mostly non-confirmed (member versus actual viewer), anticipated issues on re-watching versus actual reason of re-watching and that list goes on, the inability to properly vet data for a whole league of reasons will diminish the playfield and the Ubisoft stage takes over from the actual artistic stage, it could optionally kill a series like Sabrina overnight and will kill a whole range of other series in the same way in their first seasons too. There is other evidence too, the series Lucifer that got canned in one place, got taken up by Netflix and the fans win, in this case Netflix wins too and they deserve to win, but we need to realise that Lucifer is not unlike Star Trek, a series that initially got canned because the executives did not comprehend their fans (the watchers). We can add Firefly, Dollhouse and several other series to that list. I believe that Dollhouse was going towards the place that Westworld is moving on to and that is great, the stories are still accepted and they evolve for the viewing acceptance and appreciation levels and rightfully so, yet how many TV series were lost to us for the same reason? You see, I believe that the wrong approach to data and the non-comprehension (or wrongful use in dashboards) will make this a much larger issue soon enough, and guess what?

This will not be contained to the Hollywood world, the shift of data and dashboards will push into every realm that uses data soon thereafter. You might not think it now, but you all are part of this, it will affect you all soon enough. 5G is not merely a mobile platform, it is a data platform and we will personally see, feel and experience the impact of data. That impact is not theoretical, it is an actual impact. At Cornell University we saw the creation of a paper in March 2018 called ‘Load Balancing for 5G Ultra-Dense Networks using Device-to-Device Communications‘ by Hongliang Zhang, Lingyang Song, Ying Jun Zhang that gives us that to some degree directly. When we consider: “data traffic can be effectively offloaded from a congested small cell to other underutilized small cells by D2D communications. The problem is naturally formulated as a joint resource allocation and D2D routing problem that maximizes the system sum-rate. To efficiently solve the problem, we decouple the problem into a resource allocation subproblem and a D2D routing subproblem. The two subproblems are solved iteratively as a monotonic optimization problem and a complementary geometric programming problem, respectively. Simulation results show that the data sum-rate in the neighbouring small cells increases 20% on average by offloading the data traffic in the congested small cell to the neighbouring small cell base stations

Say What?

I am geting there the long way round, stick with me, it will soon make sense, as such, let’s look at this from another angle so that it makes a little more sense. Here I use a quote “We also know that the capacity (density) of current macrocellular 4G networks will continue to increase in the foreseeable future since there’s still spectrum available around the world that could be used or reused for mobile broadband“, this is a given, actually more than a given as both Cisco and Alcatel passed through the average barrier by 100%, as well over half a dozen carriers are on the average expectation, the other two crushed it by almost 100%, and that was 4G, the game changes in 5G (yes this is still about art).

Now consider that we are not set in metrics, my viewing pleasure never was, even as early as the late 70’s; that means that the metrics never fitted me and more importantly these metrics are failing a larger population to a much larger degree and it will increasingly fail those relying on them, no matter how good the story sounds. This part is important in a few ways. You see, from my point of view (always debatable whether it is correct), we see the flawed Ubisoft formula and consider that the choice fits 80% of all, this might be seen as a good thing. Yet in art the change is slow learned and even as with a video game the initial payment is done, we see a much larger stack of players going towards pre-owned games (for financial reasons). Now consider that in the Netflix et al world, it is not set into a $99 purchase, it is a $15 per month and everyone bailing after a few months will increase the financial dangers for players like Netflix (and others) as they have amassed a multi-billion dollar debt, whilst the people can leave at any time; even as leaving in the first year (or after the first free month) is not likely, especially at $15 a month, that same given part is not guaranteed after year one, so getting the right series up and running is a lot more important. Now that Netflix is no longer the one option and now that Disney Plus is gaining a global insertion, having the right data is increasingly important, we do get that, yet the Netflix data is lot more debatable than some think and this is where the problem starts. There are several indicators that the data is not that great or that complete. Unless Netflix is gathering data incorrectly (read: ethically immoral), which is not a given and there is no indication that this is happening, we have the direct issue with valid data versus non validated data and there is a much larger hiatus in play.

And now we get to the producer Rebecca Green, now we get to look at the part that is important. (apart from her ludicrous believe that Netflix data needs to be more transparent), we need to look at: “My goal is to create original content for wide audiences, but how do I cater to an audience if I do not know what they are turning in to watch?” she said. “‘It Follows’ has been on Netflix for two years, and I have no idea how many people have viewed the film. ‘I’ll See You in My Dreams’ has been on Amazon Prime for two years as well, and I have no idea how many people have viewed the film on that platform. Why share the stats for one film but not the others, aside from wanting to create buzz?“, right next to “Netflix needs to be more transparent about the performance of its titles so that people can better contextualize the data and to help more of these types of movies get made. I Personally believe that an adaptation from Forest Gump is needed: “Stupid is as Ubisoft does!“.

She is implying that she is out to make sure that she will not create a failure, and as such, she is unlikely to ever help create a true blockbuster. That is how I personally see it and so far my view has been supported with the results by Ubisoft several times over, so I feel decently confident on my view. She needs the right dreamers, the ones that dream the new stuff, not data driven, but vision driven. I dreamt the sequel to Mass Effect Andromeda two nights ago and it is still unsettling me today, I hope I never dream in that direction again, this does not imply a success, but it could potentially show to be a blockbuster to a lot of people, enough to take the Nexus for another spin if the investors are willing to take a (likely huge) risk. It is not merely the risk, the state that if they go all in that they are looking at optional sales of 6-8 million copies. That would be the stage where the game gets to approach the billion dollar mark and I am trying to remain conservative there. You see, it is not about the game, it is about offering something not done in gaming ever before, especially in console gaming. So there is the space to truly shift the field onto another track, a high speed track, but to get vested in that, it will cost the makers to get the right software engineers hat can give view to vision and that is a much larger call than some might think. I did a similar exercise with Elder Scrolls VI (not the one that is being made). It was not about a new story, it was about where can we push the story to and more important, how can we instill additional value, for me that has always been the ability to replay a game, not merely watch an interactive story with a few variables. What if we could evolve the game not merely in size, but in the ability to give a game 100+ hours of challenge and fun? In my mind, I gave that setting a whirl with Elder Scrolls VI: Resurrection by changing the nature of the challenge and by adding the openness of the game. Oblivion had done a terrific job initially, but I learned that in the 4th play through that I went for the anticipated goals too fast, I wanted a change that gave the challenge , but removed grinding to a larger degree (removing grinding 100% in an RPG is pretty much impossible). It is done not by adding more repetitive challenges, but by limiting options. You see, in my view a person cannot join all guilds, they can be members of some (until completed), so mages will auto decline Necromancers, thieves will reject assassins and fighters will not allow for thieves or assassins to enter the guild, so you can do all, but not all at the same time giving an additional layer to the gameplay, because at a later stage one guild will be a lot more challenging than before. Having a long term quest, one that goes on over time, even as you are working other challenges is also a path to set the stage and a third one is seen in choice. In my view The shrines were no more, the [main quest challenge] had undone something and we get to choose whether we fix that, and also having to decide what goes where, or continue on the path Tamriel was on, in that stage I have set 5 main quest lines in a different path, optionally giving a severe different view to how Tamriel continues as a nation, whether the initial main quest is resolved one way or another, that is the shape of close to 50-100 hours of additional playtime, will people like that? What happens when you really give the option of choice a new dimension?

I do not think that those bragging on how they cleared Skyrim in 2 hours will like it, but I am not making it for those few, I thought up ES-Resurrection for those who loved travelling in Skyrim (and beyond), those who create additional content and loved the time they had in Skyrim, the true RPG players that want to see it all. That same situation exists on any RPG (read: Mass Effect) and those value art and the creation of art by software engineers and graphical artists, gamers will bend over backwards buying such a game the very moment it arrives.

This is the same for movies and TV series, You merely have to watch fans going nuts on social media regarding Chilling Adventures of Sabrina to see my point proven; in addition, we saw a mere 3 weeks ago: “‘Firefly’ Fans Are Upset That Trending Hashtag Isn’t About the Show Being Revived“, when we see such impacts, we know that something is missed and some of these metrics will merely increase the amount missed by series makers (read: initial funders) and producers (read: investors). In this it is important to see the view of Robert Bianco (USA Today) with: “that Joss Whedon’s most devoted fans will debate and embrace, and a mass audience just won’t get“, that view is fair enough and the makers invest in the series, so as we see that there was a drop of 50% in viewers, it made sense to them not continue, yet a lot of the story was lost in the end. Could this have been prevented if data drove the choices of writing? I do not believe that to be the case, if anything, when we look at the Netflix setting, data would have made it worse; the series might have fallen over quicker. That is the setting for Rebecca Green (as I personally saw it). She might adhere to data transparency, yet there we see the most likely failure to be a choice made on non-validated data making matters worse, shying actual fans away because of adherence to the masses, which in my personal view makes matters worse, not better. Consider that 5 series with an 80% score, what are the chances that overlapping groups of people that end up no liking 2+ series released? How many members will that cost them in the months 13 and onward? In a stage where they invest $8 billion, how many losses will that ensue?

In all this (a very personal view) when we stop adhering to art for the sake of art, we see the path of data driven art and it will be nothing more than mere marketing of brand, viewers created through awareness, a dangerous setting in any form of art, video games have proven that; how long do you think it will take for people to switch away from 45 minute branding shows? How quickly will we switch to another provider? I believe that this stage will be reached sooner than we think. We might still adore and worship Game of Thrones, yet what will happen in season 8? Will it keep us on the edge? I am not handing the same values to GoT as we have had 7 seasons of GoT already, and a following will continue the story for now; more important at what point will see that there is a stage for season 10? Even if season 8 flops, there will be a drive to end the story lines at this point handing the need for a season 9 at the beginning of season 8, yet for new series that premise does not exist, so how can a series survive when it becomes data driven in a stage where the quality of data is debatable to a much larger degree at the very least.

This is not in the same range as the TV series were, it seems that the new digital series are effectively marketing driven and that might depend on data, but in all that, how many people would have given the Chilling Adventures of Sabrina a proper vetting in the initial hours? As the choice of streaming digital TV companies’ increases the timespan given to vet series changes as well. That is where my reference of that 4G paper comes into play. The stage of “Using higher modulations is a proven, reliable, and well-understood method to increase capacity in a given communication channel, but it has clear limits“, you see for people it is not bandwidth, it is time, yet the equation is basically the same, we have a finite 24 hours, minus 6-8 hours of sleep, minus time for food, hygiene, travel and work. Time is an absolute here and many forget that part; it is equally an issue in gaming. That part is even more so an issue as the digital age is trying to get attention from gamers (and vice versa) in the same way, more than you think. Marketing, TV marketeers and investors are trying to create hype’s anyway that they can and it gives an additional increase, but the personal impact is spread all over the board, so these people are trying to get towards data driven solutions forgetting about art to the larger degree and in that way losing an audience to a much larger degree than they could fathom. that is hard to prove in any direction, yet I feel that (when we translate this to movies), my part is proven by Joe Morgenstern in the Wall Street Journal with: “Spider-Man: Into the Spider-Verse; It’s as if everyone had set out to make the best Spider-Man movie ever, which is exactly what they’ve done“, the mere stage of a movie, an animated movie that is showing to be a comic book that has been close to truly been brought to life, I personally hope that Stan Lee had been able to see the final result whilst he was still alive (he might have done that), the fact that his visionary view on comic books took on a life of its own, data would never have gotten us there, it required art to get there, the fact that Channel 18 gave the people: “This may be the first Spider-Man feature to qualify as a great New York movie, drawn from the life of the city rather than outdated stereotypes“, I personally believe that this was achieved with art, not through data, or data as a mere assistant, not a driver.

We might think of the MGM lion as a cliché, but their slogan is still a driving force in entertainment and arts, it will most likely survive the data farmers for at least two generation, it is only when AI evolves through insight leading to wisdom that we will see a 90% appreciation level through data on arts, I doubt I will live that long, but part of me hopes to see that day where the quantum computer is asked what the state of the cloud is and it answers with an image of a Cumulus or a Cirrostratus with a defined point of arrival. It is my personal believe that people like producer Rebecca Green will always have a place in Hollywood, yet they will never become the Whedon’s, the Howard’s or the Russo’s, they got there by artistic vision, yet that too remains the issue of debate, how will the producers and directors see eye to eye on art versus data? It is something we will see a lot more in 2019, as it will drive the digital providers, as well as their content makers to a much larger degree than ever before.

 

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