Tag Archives: Yahoo

December 8, 2025 · 22:58

A Peter Sellers world

That is what hit me when I saw ‘How I Learned to Stop Worrying and Love the Bubble’ (source: Bloomberg) which comes from Dr Strangelove where we get “How I Learned to Stop Worrying and Love the Bomb” it started a larger set of thoughts. 

I didn’t use that article as Bloomberg uses a paywall. And it starts with yesterdays article in FXLeaders (at https://www.fxleaders.com/news/2025/12/07/oracles-ai-bubble-bursts-peak-glory-at-345-now-a-217-hangover/) where we see ‘Oracle’s AI Bubble Bursts: Peak Glory at $345, Now a $217 Hangover’ we are given “ORCL ended the week at $217.58, up 1.52 percent, but it still had a 37 percent hangover from its 52-week high of $345.72. This is a microcosm of growing concerns about debt loads, AI infrastructure spending, and whether the “infinite demand” narrative for AI compute can withstand real-world economics.” As well as “Oracle’s recent decline in stock value reflects broader market concerns regarding the high valuations of AI-related companies, as its forward price-to-earnings (P/E) ratio exceeds 33. The company projects revenues of $166 billion from cloud infrastructure and $20 billion. Investors adopted a “sell the news” mentality, raising questions about the sustainability of these forecasts. Oracle’s fundamentals remain solid. The company experienced  52% growth in cloud infrastructure and has $455 billion in remaining performance obligations (RPO), largely due to its partnership with OpenAI. Currently, the stock is trading at 13.9 times projected earnings for the end of this decade, leading some investors to view the decline as a potential buying opportunity.”

As I see it Oracle passed their burst bubble setting. And whilst we see ups and downs, I would unreservedly trust the Oracle stock to be a beacon of steadiness. It might not be sexy, but it is a trustworthy sign for those who need a decent return on investment.

Or as Peter sellers would say:
“As long as the roots are not severed, all is well. And all will be well in the garden. Yes! There will be growth in the spring!” (Source: Being there) it was a better time and weirdly enough the age of Peter Sellers applies to the days that 2025 brings. And from that setting we get to MyNews (at https://sc.mp/ihj4g) where we see ‘Why 2026 will be the year AI hype collides with reality’ an opinion piece that gives me “The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals” but the stronger setting is given with “Speculative assumptions guiding trillions of US dollars in AI investments are colliding with real-world obstacles. Escalating costs, stratospheric stock valuations, tenuous collaborations and energy bottlenecks are compounding the inevitable challenges when new technologies struggle for profitability. Many are worried the bubble may be bursting. Morgan Stanley projects that the cumulative amount spent worldwide on data centers could exceed US$3 trillion by year-end 2028. China’s AI investment could hit 700 billion yuan (US$99 billion) this year, 48 per cent more than last year, according to Bank of America, with the government supplying US$56 billion.” There is a setting for both ‘AI investments are colliding with real-world obstacles’ and ‘worldwide on data centers could exceed US$3 trillion by year-end 2028’ the weird feeling I have that it will not get this far, this entire setting will implode before the end of 2027, investors will stop feeling lovingly towards the boom that is not coming and will start feeling pressured that the terms required that will grow erratic setting for the need for greed and that is the setting that comes along long before 2027 is reached. 

Then we get to AOL who gives us (at https://www.aol.com/finance/goldman-sachs-issues-warning-ai-103249744.html) where we are given ‘Goldman Sachs issues a warning to AI stock investors’ where we are given ““Our discussions with investors and recent equity performance reveal limited appetite for companies with potential AI-enabled revenues as investors grapple with whether AI is a threat or opportunity for many companies. While we expect the AI trade will eventually transition to Phase 3, investors will likely require evidence of a tangible impact on near-term earnings to embrace these stocks. Unlike Phase 2, there will likely be winners and losers within Phase 3,” Goldman Sachs US equity strategist Ryan Hammond wrote in a new note on Friday. Hammond thinks AI investment as a percentage of capital expenditures could be nearing a climax. In turn, that sets the stage for overly upbeat AI investors to be let down if earnings don’t come in strongly in future quarters.” As I see it, when we are given these settings everyone seems to get concerned, so when we get in addition “Salesforce (CRM) and Figma (FIG) got drilled on Thursday after their earnings reports didn’t wow. It’s clear that the hype on their earnings calls wasn’t enough to paper over soft areas of the earnings reports. Growing concern on the Street centers around the pace of AI demand by corporations, given what looks to be a slowing US economy.” As I stated this before, the need for greed overwhelmed everything. When the setting of NIP (Near Intelligent Parsing) is not clearly laid out and it is caught in the waves of board of directors and Investors believing that they have the AI solution everyone is looking for you gets a larger setting, consider that and consider what happens when OpenAI “fails to wow” the investors, or even a delay and it all comes to a large shutdown and that is even before we see 9 News giving us “A Sydney data centre that will host ChatGPT is being hailed as a win for Australia, but an expert warns the country lacks the energy supply needed to power it reliably” I gave a few months ago that there would be an energy problem on numerous levels and now we are seeing that whilst we are dealing with the the fallout of other settings. And less than an hour ago Deutsche Welle gives us ‘Google raises AI stakes as OpenAI struggles to stay on top’  with “Given those strengths, Adrian Cox sees “a very high probability” Google will have the leading model at least into next year — not OpenAI. OpenAI’s priority, he says, is identifying a business model capable of funding a user base that could soon approach a billion people per week.” This is not about OpenAI, I did that already, the larger frame is set in the perception of whatever the bubble is and I believe that there are two factors that the media doesn’t want or is avoiding to include. First there are the doom sayers trying to early burst confidence in favor of short gains and then there are people trying to short on whatever they can so that they can get another jolt of profit and they are all out trying to set social media on their side. 

So if this is the prologue of what is about to unfold we are in for a jolly good time, and as I see it, there is a chance that Christmas for some will be a disaster.

I wanted to include more of Peter sellers, like the Party or the Pink Panther but I am running out of juice. But there was one more thing and I got it from the Independent about an hour ago. It states ‘OpenAI rushes out new AI model in ‘code red’ response to fears about Google’ (at https://ca.news.yahoo.com/openai-rushes-ai-model-code-105822611.html) that was the snippet I was hoping for. With “The ChatGPT creator will unveil GPT-5.2 this week, The Verge reported, after OpenAI CEO Sam Altman declared a “code red” situation following the launch of Google Gemini 3 last month. Google’s latest AI model surpassed ChatGPT in several benchmark tests, including abstract and visual reasoning, as well as advanced knowledge across scientific disciplines.” But that comes in a setting, you see, I stated in ‘TBD CEO OpenAI’ two days ago (at https://lawlordtobe.com/2025/12/06/tbd-ceo-openai/) “in a software release any of a hundred things can go wrong and they all need to go right at present.” And when things are rushed out things will go wrong. But there is a snag, for this to happen The Independent article had to be correct and as they are the only one giving us this, there is no real verification available. But when you are in a stage when bubbles go boom (or plop) all the available facts become important. And I massively wish that a Peter sellers setting would help me out. And perhaps in view of this, his classic phrase “It’s no matter. When you’ve seen one Stradivarius, you’ve seen them all.” Especially when looking at NIP software. But that is also the snag. I have seen excellent applications and I have seen lesser ones. I reckon that it amounts to who plays the violin, if it is a creative person that person will find new life in whatever that person. applies NIP to, if it is a salesperson it will be about maximizing greed and that setting tends to have limitations on several degrees. In addition we are given “The new model was originally scheduled to launch in late December, but will now be released as early as 9 December.” I understand the pressures that come with this but they better understand that early launch bring dangers and investors don’t really like to be spooked (they also don’t like them) What we see is open to interpretation and it is a valid thought that my views are also open to interpretation. 

So in this I leave you all with a presenting view not unlike Peter sellers would say “To see me as a person on screen would be one of the dullest experiences you could ever wish to experience” and 

As you I have never been in a movie (at least I don’t remember being in one) you are spared that dull experience. So have a great day and don’t forget to love the bubble (if you haven’t invested your wealth there).

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August 6, 2024 · 12:12

The loser iteration

Two days ago I wrote (at https://lawlordtobe.com/2024/08/04/the-judge-shouldnt/) with the headline ‘The judge shouldn’t’, it was part speculative and part what I see (again through my eyes it could be regarded as speculative). Today a mere 4 hours ago we get through the BBC (at https://www.bbc.com/news/articles/c0k44x6mge3o) ‘Google’s online search monopoly is illegal, US judge rules’. We are also given “Google was sued by the US Department of Justice in 2020 over its control of about 90% of the online search market.”, so lets take a look back. It started in 1995 and the ‘idea’ was completed in 1997. To turn about the setting in those days Microsoft was merely badgering their lack of knowledge and lam Netscape to get a browser dominance. Two youthful young sprouts namely Larry Page and Sergei Brin were ahead of the pack by a lot. They looked to a solution to search for text in publicly accessible documents offered by web servers, as opposed to other data. Microsoft was still trying to type words like HTTP and the clever people at Microsoft were able to type FTP. In the age of information the Google founders figured a few things out like ‘What are people trying to find’ this was against the grain for Microsoft who thought that corporations were the key and they went to ‘What are corporations willing to pay for’. The subtle difference is that Microsoft was working towards a slice of the $18,843,980,000,000 revenue that the fortune 500 represent. Google on the other hand decided to cater to its 31,000,000 employees. As such one could (oversimplified) cater to the simple fact that it would take Microsoft 9 million years to get as much data as Google. I do emphasis the oversimplification of this. I was not on the mindset of Google at first. You see I was a dedicated Yahoo user. It took 3 years until I saw that Google offered more and better result. As such in 3 years they gained a dominance. They surpassed Yahoo, Excite, Alta Vista and several other players. We can argue that it helped that Microsoft demolished Netscape. And in the decade that followed Google grew in strength and ability to cater to actual users not the CFO’s of 500 corporations. 

So when we see “It is one of several lawsuits that have been filed against the big tech companies as US antitrust authorities attempt to strengthen competition in the industry.” I believe that there is another ploy in play. The mediocrity losers (like Microsoft) want a slice of the cake they have no business being in. It isn’t just the ‘competition’ it is a reversal of technology that is in play. And in that setting the US is damaging the little benefit they have and leaving it all to China and true Chinese innovators like Huawei and Tencent. I reckon that by 2026 the mobile market will be overrun with Huawei in almost every non-americano place. They threw away the benefits when they forced Huawei to release HarmonyOS 5 years ago. 

Now we see that it is available in 77 languages and the turnover (as is) is getting stronger. Even now as EU nations are discarding the fear mongering of anti-China sentiment by American administration, and the strongest response that the EU nations give is ‘Show us evidence’, America has no answer to that other than debatable setting of ‘could’ and ‘expected’ whilst the evidence just isn’t there. And as we see an optional release this year of HarmonyOS NEXT, Android’s bough get broken on their sibling turning adult. So good luck with that.

Now we see a Judge giving us that there is a monopoly setting. I am not debating that (a lack of evidence I have), but the setting that we get from ““Google is a monopolist, and it has acted as one to maintain its monopoly,” Judge Mehta wrote in his 277-page opinion” as I see it, the maintenance of a unique field dominance is begotten by the lack of innovation by people like Microsoft who is spreading itself way too thin.  As evidence I ‘present’ Xbox, Solarwinds, CrowdStrike and the list goes on. You see ‘breaking up’ is merely a first step. They will then open the door and the abusive bully (Microsoft) will gleefully shout “Can I play here too?” With a debilitating browser called ‘Edge’. How is that progress? Don’t get me wrong if there is a decent player that can keep up with Google, even Google will applaud that. My worry is that the ideological setting of letting everyone in the sandbox play is all fine, but there is a reason that mothers do not allow toddlers in a sandbox until they reach a certain age. And bar them from playing when they get too old. The worry that I have is that this setting stops Google from evolving beyond the cookie (which is fine by the exploitative advertisers). The setting of other people’s greed who cannot evolve into newer territories. This could now allow Huawei and Tencent to gain even more innovative sides to push into markets where American stage are auto rejected. Tencent is on the cliffhanger to introduce their solution to 150,000,000 homes and they can get there by 2027. 

This will leave Microsoft in a stage where it has no options and no future. As these Fortune 500 will find ways to rise to new frontiers we will see them seeking IBM and Amazon solutions catering a larger downfall of Microsoft. In that stage there is certain a decent amount of space for Google. As they will hand a corporate solution to their ‘office’ suite Microsoft will lose more grounds. The only thing that keeps them up for some time is Excel. But the world is changing what was once a spreadsheet world now becomes an AWS environment and Google can cater there too. I do think that Googles forced push to breaking up is not a great solution, but Google has overcome harder challenges. 

This and my previous article ‘The judge shouldn’t’ gives us the premise that the Antitrust laws are possibly a little obsolete. Microsoft sees this as their ticket in and it is willing to cater to this as it hurts Apple and Google. Two parts the US desperately needs to work at optimum to stop themselves of being overrun by Chinese innovators. You see 7 years ago ByteDance introduced TikTok (not a Peter Pan crocodile). In 7 years it became a near equal of YouTube that was in play 12 years longer. Now I get that YouTube paved the was, but that is the usual tracks for New innovators, they go over the backs from those who went before. Now consider that and the fact that HarmonyOS is about to go toe to toe with Android in only 4 years. That is what I wrong. Not that we think about antitrust. I partially agree with antitrust sentiments. But we need to see that the greed driven use it to keep up, or not to lose their revenue. But that was never the concern of Google (or Apple for that matter). As I see it in the last decade the face of technology was set by Amazon (AWS), Apple (MacWares), Google (Android, G-wares) and IBM (large solutions and Quantum) they create the innovations, players like Microsoft should go under and seek revenue from the Fortune 500. They were the bees knees weren’t they? 

But as I see it, US District Judge Amit Mehta is allowed by law to hand it all over to Chinese innovators. When the EU, Commonwealth nations, Africa and Asia allow these innovator into their governments America becomes a party of one (with 330 million consumers). So consider that the other regions has over 7,500 million people. As I see it it is a hard lesson that America learns twice. Wasn’t the Google premise of 1997 not enough?

Enjoy your day and ponder what benefit was to be had from optionally breaking up Google and who were the actual beneficiaries (not the consumers clearly).

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August 19, 2023 · 23:50

It started with television

To get the entire mess I will start with a television episode.

The line was “Not that I don’t appreciate the sentiment behind your nightmare scenario” it was linking a conversation between President Bartlett and Dr. Takahashi. The episode was ‘A good Day’ season 6 episode 17. Yes, this part is fiction and some of the mentioned elements were too, but not all and that is the striking part. This episode aired in March 2005. You think that would be the end of it, but you would be wrong. Lets take a look at reality.

The Financial Times gave us ‘Saudi Arabia cuts holdings of US Treasuries to 6-year low’ on august 17th (at https://www.ft.com/content/2925952d-1e20-4748-8fa4-05b3605fc46a). There we are given “Saudi Arabia sold down its holdings of US Treasuries in June to the lowest in more than six years, as the kingdom directs more funds to foreign equity and domestic investments. The kingdom held $108.1bn of Treasury securities in June, down $3.2bn from May and below the $119.7bn it held at the end of last year, according to data from the US Treasury department.” This is merely part one, the second part is seen with ‘China likely to cut more US debt holdings’ (at https://www.chinadaily.com.cn/a/202308/16/WS64dce79ba31035260b81c880.html) this is not the end, this is merely the beginning of what was described in the West Wing as the nightmare scenario. You would think that the EU and Japan would come to the aid of the US, but you would be wrong. Mario Draghi overspend trillions in the past and now the EU credit card is stretched to the max. Japan had in March 2023, a Japanese public debt is estimated to be approximately 9.2 trillion US Dollars, or 263% of GDP. Japan has no place to go and that is the beginning of systems collapsing. The US is in its endgame towards becoming an economic third world nation. 

Yet there is more tom come. We also get (at https://finance.yahoo.com/news/death-entire-financial-monetary-social-180841464.html) ‘‘It’s The Death Of The Entire Financial, Monetary And Social System’: This Market Expert Warns The U.S. Dollar Is Quickly Losing Its Reserve Status.’ I do not know Jing Pan and I do not know whether she is correct, but she gives us one part that struck a nerve. She gives us “In March, the collapse of Silicon Valley Bank grabbed major headlines. After the bank sold its Treasury bond portfolio, it incurred a substantial loss, causing depositors to question its liquidity and leading to a bank run. Amid this market upheaval, Silvergate Bank, First Republic Bank and Signature Bank failed as well. “This banking crisis is not over,” she said. “Maybe they’ve been able to paper over it, and so everybody is calm, and you have consumer confidence going up and all of this other kind of garbage. But it’s built on a house of lies.”” It struck a nerve because I got there through different means. You see when the SVB issues was playing out, we suddenly get a news article with Janet Yellen who is keeping tabs on the situation. Janet Yellen, United States Secretary of the Treasury. Not some governor from California, not someone from the banking industry. No, it was El Jefe from the treasury herself. It was overkill. I had issues and I wrote about them earlier (not sure when). I wondered why the SVB was in that setting and why Yellen personally took notice. I wondered who was holding the US bonds. Because banks had some of the bonds, but no one had a list of how much and no one had a clue (or remained silent) on how much the SVB was holding. 

As such I had an issue, things weren’t adding up. And now the two largest finders of the planet are shedding the US debt. As I see it the US has painted themselves in a corner and things will go ugly soon enough.

This is where the next article comes in. The article (at https://tickernews.co/u-s-credit-card-debt-levels-just-surpassed-1-trillion/), which is not the only source gives us ‘U.S. credit card debt levels just surpassed $1-trillion’, as such 300 million people have a collective debt of over on thousand billion. This amounts to the degree that every American has a debt well over $3,000. So how will this unfold when the dollar drops? Now, I am generalising but the larger stage is now set. Bonds are going nowhere and in 2022 long-dated U.S. notes lost 39.2% in value. So how safe are those bonds now? We know about the inflation and that it is rising, but CNN reports that ‘US banks sitting on unrealised losses of $620 billion’. This came to us in March, as such the SVB issues are rising, are they not? So where are those bonds? Who is reaping the losses on that one and the nightmare scenario that a television series gave to us in 2005 is about to become a very real issue in 2023 and 2024. 

We might have thought 20 years ago that bonds were the safest place to be, but only 20 years later and this is no longer a reality and moreover the allies of the USA are shedding them, or cashing in to reduce the damage from them. This leaves America in a very vulnerable position. As I personally see it, they painted themselves in a corner and the windows on the two adjacent walls are soon out of reach to anyone in that corner. To add to this, the paint is red and massively toxic (as I see it), so no release unless someone can find a little over 20 trillion to help the US, the usual suspects are out of cash and I reckon Russia will not offer help either. Consumers have a total accumulated debt that surpasses a trillion and the bad news keeps on stacking up. All because politicians were playing the ‘screw it’ card. Now that the ledgers are up for grabs the US is sitting in the worst spot it has been in in well over a century and corporate and business America is looking for any way out of the US at present. 

When you see that image and you add the failures of Microsoft a different image comes to mind and it is not a pretty one. So why Microsoft? Because it is part of the Dow Jones Index. It might only be for 4.9% but when that goes south the DJI will see a much larger problem. You see it is not merely Microsoft, it becomes an issue for Goldman Sachs as well and when the dollar collapses. What do you think that places like UnitedHealth Group, Johnson & Johnson, VISA, American Express and Walmart will be left with? When over 150 million will have no money left the consumers pushing the aforementioned companies up will also fade pushing rates and results down. All things that could have been seen will over 2-3 years ago. And there is no blaming the Russian-Ukrainian war, this would have happened no matter what. Optionally it happened sooner, but not much sooner. 

Even if ‘A good day’ was the start, the settings have been in place for years. I believe the media merely looked the other way, because the other view was sexy and optionally offered more digital dollars, another funny money business. 

So am I wrong?
That is the question. I could be and relating articles like I am is to some degree folly, but it was all I had at the time. And if there is an economic person (I am not one) giving us a clear answer why I am wrong, I would accept that, but there are too many issues in the field and there are too many issues out in the open. I wonder if anyone could counter them all. But I will keep my eyes open to see if someone goes that way.

Anyway, have a great day and I am about to start the final day of the weekend.

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August 16, 2023 · 18:03

Evolution is not merely the person

The setting started a few days ago, yet the new stage we are shown is merely hours old. Even as it seemingly started on August 12th with ‘Tapping an economy’ (at https://lawlordtobe.com/2023/08/12/tapping-an-economy/) the stage is getting redefined, almost as we speak. This is seen with ‘Saudi Arabia and UAE race to buy Nvidia chips to power AI ambitions’ (at https://www.afr.com/world/middle-east/saudi-arabia-and-uae-race-to-buy-nvidia-chips-to-power-ai-ambitions-20230815-p5dws6). I believe personally it is merely one of two sides. You see, we are given “Saudi Arabia and the United Arab Emirates are buying up thousands of the high-performance Nvidia chips crucial for building artificial intelligence software, joining a global AI arms race that is squeezing the supply of Silicon Valley’s hottest commodity.” But it is merely one side and this side is putting pressure on the US, it’s companies are running out of funs and their credit cards are reaching limits. These two players have the cash to run circles around dozens of nations and that is not the only place they are in an advantage. I will not go back to my IP (no mater how valid it is). The larger station is that these two players will need data centres and that is where EVROC (as discussed in the earlier article 4 days ago) has the ability to set up national data centres, a stage that takes American companies out of the loop. I am not anti-American, I am anti-stupid and the catering that data centres have given the US companies all whilst places like Cambridge Analytics opened up to is now starting to show. There is the added setting that nationally speaking these two players prefer to be set in, the stage is not merely based on national needs. I personally believe that they have a ‘non-American’ involvement mindset. And I reckon that evidence will be proven when EVROC is allowed these two new data centres as well. It puts the USA in a massively decreasing setting. Another (non-related) stage is added to this. Only a few hours ago Yahoo Finance (merely one source) is giving us (at https://finance.yahoo.com/news/dollar-being-dethroned-india-just-201500390.html) ‘India just bought 1M barrels of oil from the UAE using rupees instead of USD for the first time’, we can chalk this up to a whole set of reasons and if someone states that this will be the pro-forma setting of BRICS, I will not be able to support or oppose it. There is not enough data accessible to me. The larger stage is set that the US is being ignored for too man settings and that is merely in the last week. I do not care how many Pizza al Fungi’s Janet Yellen has consumed, or how magical that dinner was. The stage is that the US has become trivialised and a lot of it is by their own doing. So whilst some are staging to trivialise that India is not using the US dollar. The reality is that only 3 years ago that option would be ludicrous and here we see it play out. So is BRICS becoming more powerful, it the US becoming weaker and just how much gains will Saudi Arabia and the United Arab Emirates make in this year alone? EVROC is still a Swedish conundrum, but there are too many voices out there that are too anti-American voiced (which is not anti-stupid, my personal setting). I know I am seeing my own prophecies come to reality, but not in a way I envisioned. It could be that I never had the proper glasses to see it all, or it is because new elements are coming to bear and that second part is the larger stage I am now worried about. Not because of what the KSA and UAE are doing, but because of the US and its Trump and Karen setting, it is highly likely that it will drag the EU and Japan down with them. These latter two made the wrong calls a few times and now that the endgame (of the US) is starting to show, the back paddle actions of the EU (optionally towards China) might not be enough. I have no idea how this will play out for the Commonwealth. The stage of Canada with wildfires and 90% of the NWT being a goner looks more like a scene from ‘How it ends’ (2018) than reality, no matter how surreal both are. As such this stage will impact the rest of the Commonwealth. The UK is close to broke, and with Canada in the state it is in, the Commonwealth needs to find a safe place and footing and the US is less likely to be that place at present. It needs to find a solitary road to link to nations and that is the hard part. I have no idea what the safe route is, but I do feel certain that the US is no longer that part. I feel that finding a way to connect to the Middle East is presently safer than a link to China, but in reality I am speculating on what the safer route is. 

The setting we see now (the Nvidia AI chip) where we were given (at https://www.crn.com.au/news/ai-chips-could-save-future-data-centres-money-nvidia-599254)“Nvidia chief executive Jensen Huang has a mantra that he has uttered enough times that it almost became a joke during his SIGGRAPH 2023 keynote last week: “the more you buy, the more you save.”” Yet the setting is not merely ‘the more you save’ it is about to become who owns them and those who cannot afford them and now the KSA and UAE will have additional power positions. So consider “AI chips can save companies significant money on costs compared to traditional CPUs for what he views as the future: data centres, fuelled by demand for generative AI capabilities, relying on large language models (LLMs) to answer user queries and generate content for a wide range of applications” and a place like EVROC could set up two data centres all whilst these two nations provide the AI chips required, now we get an entirely new play and it will give these two nations the power to set a stage that excludes the US or their tech-firms. A stage none of them ever had before, as such do you still think I am boasting or creating non-sense? Too many sources had the elements available and the larger media ignored the puzzle pieces. So, is my puzzle correct? Not necessarily, but the pieces fit the image we have all seen before. This does not make the image correct, but it makes it decently likely and the more BS the American media spouts the less reliable it should be seen. This does not make China or the Middle East more reliable, but in the setting I currently see it makes the Middle East (KSA and UAE) a lot safer than the US has been the last few years and that counts, because that reinforces the image that Nvidia and EVROC are giving us, with optional speculations from yours truly (aka moi).

Your guess is as good as mine as to what comes next, but the larger fighting ring (a square setting) is about to show us who the contenders are and the amount of underdogs they face. Because no matter how much BS an underdogs brings to the table, in the ring it is what you can achieve and as I personally see it, the US, EU and Japan are starting to become the largest underdogs this century, which could be a stage pushed in by evolution.

Have fun today.

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August 15, 2023 · 19:04

When the marketshare is murder

That is the setting and at first I would not really believe it. It sounded correct, but to be honest. I did not think that a place like Microsoft would intentionally target victims, but then there was a second source, the Guardian no less and that’s hen the disgust set in.

You see we know advertisements, we know advertisers, but for a system like Xandr to intentionally target people with gambling problems is a new low, even for Microsoft. This is what the article (at https://www.theguardian.com/australia-news/2023/aug/15/tab-gamblers-betting-australia-targeted-microsoft-xandr-advertising-database) gives us. The article heads the accusation with ‘‘Heavy TAB gamblers’ among groups targeted by online advertising database’, there we are told “The dataset of 650,000 international “audience segments” was discovered on the website of Microsoft’s advertising technology platform Xandr by Wolfie Christl, a privacy researcher at Cracked Labs. It listed dozens of data providers looking to offer advertisers the ability to reach certain types of people online”, so not only does the law seem unable to deal with drug pushers, now they are enabling a place like Microsoft to hit the internet by ‘gamble pushing’ victims of this event. As such we get “Of the more than 40 categories identified as related to Australian gamblers, the majority were split into subsets related to gambling interest, sport interest or a particular venue: “Gambling at Pub / Club”, “Spring Carnival Punters” and “Online Gaming – NRL”, for example”. I think it gives a new meaning to the slogan “Long may we play”, perhaps it should be “long may we exploit the gamer”, even though gamer is a stretch, the fact that I have seen scores of these advertising on on Apple, my thought might not be too far away from the reality that people face. Then we go into the unknown with “Everything from our location to our purchase history are data points that can be packaged and used to serve advertising, often through the creation of profiles based on assumptions about our demographics or potential interests. But we know remarkably little about how the ecosystem works.” So not only were we served all kinds of BS against Facebook and Google Ads. These same BS servers have no idea what Microsoft with its Xandr is up to? How is that for slow minded investigations? 

Even the excuse was ‘outdated’ and moronic. What we get is “Microsoft said in a statement to Guardian Australia that the document was inadvertently published on its website and was outdated. The spokesperson said Xandr’s data privacy practices were regularly evaluated “to ensure compliance with applicable data protection laws”.” The words inadvertently and outdated are stop words into nothing. The fact that this data existed was wrong to begin with, they were going after a marketshare, the desperate (as I see Microsoft) are so hungry for revenue that they are willing to look the other way in too many cases. I believe it was 10 years ago when I wrote an article with data that Microsoft was uploading xbox data in excess of 20GB in a month. So, why was that? It was also on dates when I never touched a multiplayer game, I checked the data and the amounts and they did not add up. Was that to feed Xandr? Was that to feed other needs? So what would have happened when Microsoft got to complete the Activision Blizzard deal? How much data would Microsoft get access to? I wonder how many people took a hard look at that, because in March that was 368 million gamers and all that data would be going somewhere, would it not? It might be nice for Activision, but I have some hardcore reservations when Microsoft gets involved. And now that we see the accusations by the Guardian, the show changes. The fact that Microsoft would allow to hammer the people with a weakness to gambling makes me wonder how they are getting the other $198.3 billion in 2022 with 6.8% more in 2023. So how many victims did Microsoft approach? All questions, but there is a downside there, the questions should not even exist and that it the disgusting part of this setting. Until today I never thought Microsoft could sink that low, but there is space to think they could do worse and that is an unsettling stage. So where are these high and mighty senators now? They were all willing to grill Facebook and its founder Mark Zuckerberg. Where are they now? Does Satya Nadella have too many friends in the senate? Is that why they think they could avoid this? Inadvertently is not an excuse, outdated is no excuse, that dataset should never have existed in the first place and that is now the larger question. Why was that dataset created in the first place. One source gives us “Xandr is used by 0.8% of all the websites whose advertising network we know”, yet what we need to realise that there are (according to some) 1,986,154,062 websites, even at 0.4% that amounts to 7944616 websites and if even one of them is Yahoo or any media site, the damage gets to be astronomical. But I reckon those senators will gladly pass over those numbers, won’t they?

We get it, advertisements are part of our daily life, but what happens when victims are intentionally targeted on their soft spots? Did you think that through?

Enjoy the week and remember the next gambling advertisement could be a mere click away if you are being targeted by Xandr.

 

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July 12, 2023 · 02:13

One voice is still a voice

I made mention of this all over June. The production cuts that Saudi Arabia set out to do would have impact. Some called me stupid, most ignored the issue. Yet Bloomberg gives us ‘Saudi Arabia’s Oil Production Cuts Are Quietly Starting to Bite’ (at https://finance.yahoo.com/news/saudi-arabia-oil-production-cuts-105634851.html), as such you need to consider. Not merely that I was right. The larger setting is that this is only one week into the new amounts and it is starting to bite. So how will the setting of less oil be in a month time? And before you know it North America and Europe enter autumn with all the heat they require at that point. We are then given “Brent oil traded in London had been stuck around the $75-a-barrel mark for weeks. That shifted a little Friday, when the contracts rose to about $78, a level they have largely held at since.” A setting we get and understand, but as the supply landscape is redefined, that price cannot be held and I reckon that in a month time it will hit the $90 mark and after that it gets nasty in a hurry. And there is an additional quote that matters. We are given “In the latest move, at least two processors in Asia sought less from the Saudis for cargoes shipped next month, and another said it won’t take any cargoes after an unexpected price increase.” This sounds nice on paper, but when we have 15 processors al vying for the 1 million barrels out there, at least 5 will have no oil to process. It is simple math and at that point the item of sulphur content will not hold much water. And whilst people are shouting where is our oil, I see a group of people that forgot that Saudi Arabia is building a new refinery in China which will gobble up almost a million barrels a day and China who got the deal with a clause accepting that payments are in Yuan is slightly too happy and when Europe (America and Canada too) realise that the reduction in oil is permanent and that China is now in a stage with loads of oil to fuel their economy. That is the point when people realise that they are losing a lot more than they bargained for. If only the US hadn’t pissed of Elon Musk to the degree they had. Yet this is about oil and not about batteries. The simplest setting is that this ‘biting’ is happening after less than 2 weeks into the reductions. So what will be the case in 4 weeks? Is someone considering that Janet Yellen had a portfolio of begging prescriptions towards China? I have no idea where this will end, yet I remember the ‘carless Sundays’ in the Netherlands in 1973. We might have that soon enough and now all over Europe and optionally America too. In 1973 it was fun. I got to test my roller skates on the A27 (a Dutch highway) which extension past Hilversum was brand new and I got to test that tarmac and not a car in sight, good times. Yet now it will be different and I reckon that the economic image will change for a lot of nations. It will not be a simple ‘lets add some money we do not have’. Now several members of the EU will be waging some kind of personal war to get the oil they all need. And I gave fair warning around two years ago. And it was not rocket science, it was simply based on the old premise ‘do not bite the hand that feeds you’ and that is how the escalation wth the UK (and their CAAT) and the US with whatever premise they thought they had and now they all want oil that they are denied. It sucks to be them soon enough.

It might be quietly biting now, but in 4-8 weeks it will not be quiet and when Europe (as well as the US) enters winter that setting will not be a nice one.

Enjoy the almost middle of the week.

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July 7, 2023 · 21:57

Two voices do not make a truth

This is a setting we must accept. Even as I am one of these two voices I accept that two rights don’t make a truth. Yet the implied stage is now setting a dimension for a larger orchestra. To this we look at Ben Rich (at https://au.news.yahoo.com/saudi-arabia-using-sportswashing-simply-202104084.html) where he gives us some of the ideas that matter. He gives us “While human rights abuses will undoubtedly continue to plague the Saudis’ efforts, bin Salman is betting big they won’t stand in the way of other states and companies engaging with an increasingly open and cosmopolitan kingdom. If history is anything to go by, he may just be right.” And even as he does not give us some elements, like the building of an Saudi English speaking news channel to rival El-Jazeera (see the Financial Times at https://www.ft.com/content/2c6f8228-5bcb-46dc-a817-0990727b7d35) there is more than simple sport washing. Saudi Arabia is setting itself up to be the axial of 5G telecom (with a little help from Huawei). Going well beyond its own borders, it is about to become the center between Europe and Asia pushing deeper and deeper into Europe. I reckon that within a few steps (timeline is too hazy) it will equal, if not surpass Vodafone. That would make Saudi Telecommunication Company (STC) one of the larger telecom giants on the planet. Less then 10 years ago that would have been an illusion, but Huawei had the goods and as America and its minions made all the claims for an anti-Huawei lacking evidence, we now see that the KSA has the fastest 5G on the planet and it is nation wide. The US is nowhere close to these numbers, at present only South Korea and Canada are close and they are about 30% behind. That is the reality of doing what needs to be done. There is even more in eSports and a few other areas. It is not about what is the best, it is who is wielding technology power and as we see the numbers it is no longer the US, even Europe is lagging behind. This is the larger stage that allows Saudi Arabia to be the voice of tomorrow before Vision2030 is due. As we see that Fox News is no longer a consideration regarding the joke they have become we see a lagging CNN and beyond that there is BBC World and Al Jazeera. This gives Saudi Arabia the push they need to become a larger voice on the news channels and did anyone consider where the advertisement money will go at that point? We could consider that Fox’s ad revenue also surged 43% to $1.88 billion. Yet at what cost and when the people shy away from Fox (as they are about to do) where will that ad revenue end up? I am not saying that this will end up in Saudi hands. Yet the world has 1.8 billion Muslims. Wo where do you think that they will put there advertisement money? One of my IP’s were banking on that and even as advertisement money was not a goal for me (merely a soft sideline) others will see it as serious money. It will also entice places like Bangladesh and Indonesia to the world stage, it will allow Egypt to be more prominent on the Mediterranean area and that list goes on. These are merely two of the elements that Ben Rich does not touch on. He shows us other matters and I believe him to be right. 

Yet the elements when combined gives us a larger stage created by Saudi Arabia and created for muslims and that is part of my IP. I wanted to fight islamophobia and I am about to be proven right. Not through my own IP, but in other ways too. The US (EU too) has overplayed its hand and from the initial pariah that Pre-President Biden proclaimed Mohammed bin Salman Al Saud to be, this same person is about to become a world leading voice on the global stage and it was something that I saw coming 3 years ago. The laughable joke (aka an essay by United Nations Eggy Calamari) has shown the world that presentation is only nice if you have the evidence to support it and we are about to face a new stage where the evidence is shown and presented by the Kingdom of Saudi Arabia, all leading up to vision2030, optionally up to 2 years ahead of schedule. 

As I see it that gives the song Bad Moon Rising by Creedence Clearwater Revival an interesting twist. You see one man’s bad moon is another man’s illumination. Or as the expression goes some persons junk is another persons treasure, which is good unless you are adopted. what matter is that the stage we see and the stage we get onto are not the same and the presenters have given us a stage for decades that no longer applies and even now we are given the runaround. But over the next few years we see that the media that was in charge no longer has holds on any of us and that is when the STC gets to reveal and release their news channel and all the lost revenue attached to that. As such, how much credence do you think a player like Fox News will have after 2025? I leave it up to you to ponder this.

Enjoy the day and the weekend that is about to follow (all 48 hours of them).

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May 19, 2023 · 10:42

The stupidity of some

Yes, we all see that and it has repercussions for these people. We might sit on the sidelines laughing, but it shows a dangerous premise, the stupidity of America, the stupidity of some Americans and how they scuttled their own ship called ‘Future of us’ and ‘us’ could also be seen as ‘US’. This is shown in two articles. The first one is from Yahoo Finance. There was a little better NY Times article, but that was behind a paywall, so you would not be able to read the whole text.

The article (at https://news.yahoo.com/disney-cancels-1-billion-florida-185105108.html) gives us ‘Disney Cancels $1 Billion Florida Expansion’. A setting that came because an idiot (aka Gov. Ron DeSantis) decided to start a war for a trivial reason. He wanted to ‘Douse the Mouse’ (sorry Brittlestar, this is too good a slogan to pass up). And now Disney has cancelled an expansion where we get “The 10-figure office complex near Walt Disney World would have brought more than 2,000 jobs to the region, according to an estimate from the Florida Department of Economic Opportunity” So not only does this governor rub any fat cat the wrong way. He now has grievance with the Commercial houses of Florida, his Republican back, the Democrats of Florida and a few other people. Along with the 2000 people not getting a job, up to 8 people connected to anyone losing that job, as such he is 25,000-50,000 votes down and there is likely a larger loss for the Republican side. An ego centric stupid act on the premise of perception that should not have existed in the first place. It is stupid for a few reasons more. The American have alienated Saudi Arabia, optionally the UAE, Egypt and Lebanon as well. Billions in defence industry is now going to China, building contracts in Syria and Saudi Arabia are now going to China, as such the EU and USA are losing out on billions more. The idea that the EU will cater to another Disney-world giving the EU billions more is not out of the question, all money lost to the US, in a stage where they have over 31 trillion in debt. An act too stupid to contemplate and this could have been avoided. In the 70’s my elders taught me ‘Do not bite the hand that feeds you’ and in 1968 we have the premise ‘Money talks, bullshit walks’ and the US seemingly only has walking left. In this day and age I saw the option for millions more in revenue in IT and it will likely go to the UK, the EU (Germany most likely) and Australia (weirdly enough). I am not ruling out Canada, but I know too little about their abilities in that field. Millions more and the list goes on. America dropped well over $5 billion a year on my recent watch alone. And all this before you realise the blunders that signify the USS Zumwalt with its $4 billion expense and the massive drop in abilities. Just to be clear, I am no naval expert, but I dit get a degree in ships engineering and navigation in 1979, so I am not totally in the dark here. The USS Blue Ridge that launched in 1970 outperforms it by a lot and the cost of that rubber ducky is a mere 5% of the failure that the USS Zumwalt represents. I reckon the idea that a congress would not order the smart bullets that the Zumwalt needs (at $800,000 per bullet) might have been the wake up call some people needed. In that environment we get to the second linked article. 

The second article is from the Guardian (at https://www.theguardian.com/business/commentisfree/2023/may/18/us-debt-ceiling-crisis-republicans) and here there is another side. I do not agree. You see, we can listen to the emotional ‘The US debt ceiling crisis is more proof of Republicans’ cynicism and bad faith’. Here I am on the Republican side. There is a folly to let 31 trillion fester and fester to something more. This is a pox on both houses and it has been for well over 25 years when a tax overhaul was needed and we all hear the same BS. Too hard, too complex. Well, they are close to default on whatever they have left and as Disney goes towards the EU they will open more doors. IBM, Adobe, Amazon, Google and Microsoft are already diversifying leaving the US with nothing (well almost nothing). And as they alienated the few allies left they see an exodus to China, China of all places. 

This is the act of stupidity, stupidity on both houses that would not act when they could and now they are in patters of indecision and they are all trying to find fat jobs in global corporations before the house collapses and it is close to collapsing. This, (and a few related items) was why I tried to sell my IP to the Middle East. In the first you go where the money is. In the second you find a place where you can enjoy your golden years. Because as I see it the US will be a very dangerous place to stay soon enough. Over 200 million desperate people? Yes, that is not a place for me and when the energy shortages hit it will get a lot worse soon enough, they had options there too, but they squandered those options in the last 5 years. 

So whilst everyone is pointing at me stating that I am the stupid one (a fair thought to have) consider that my IP was right in at least two cases, optionally two more that are now evolving. Yet I have a few more and they are all destined to go towards places like Huawei and Tencent technologies. And in all honestly between nothing and  few crumbs, ill take the crumbs, especially if that results in a view like below. 

This is not my 39 coins of silver. It is merely a retirement dream that could optionally be true. And what would you do when you have the choice between what I choose and a retirement home without resources? Because that is what the US (EU and UK too) created with their ego driven decision tree.
Dousing the mouse? When was that ever a good idea, especially when it decides to cancel a billion dollar expansion? Will it go to Euro Disney? With the economic setting the French have, that might be a realistic option for the minions of Walt Disney, and the US? Well it made its own bed, to bad for them that as the others leave that sinking ship well over 275,000,000 Americans will be caught in the middle. They had their options and they voted, or they did not vote and lost their right to complain.

Have a great Friday.

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February 5, 2023 · 10:02

Low ball realisation

This happens and I am just as easily taken in on that funnel as anyone else. Before I go into that part it will be important to illuminate another side. This all started last night when I took notice of ‘Pakistan blocks Wikipedia for ‘blasphemous content’’ (at https://www.bbc.co.uk/news/world-asia-64523501). It is there we see “The move was announced on Saturday after the free online encyclopaedia was given a 48-hour deadline to remove some material. The Pakistan Telecommunication Authority (PTA) said Wikipedia failed to comply with its ultimatum.” And if you think that it is set to “Blasphemy is a highly sensitive and incendiary issue in Pakistan.

Other platforms including Tinder, Facebook and YouTube were previously blocked in the Muslim-majority country” you would only be partially right. You see, later in the article we see “Facebook was blocked in 2010 following a row over an internet campaign inviting people to draw images of the Prophet Muhammad”, here we now have an issue. You see, Islam does not allow any image of the prophet and every Muslim knows this. This is done by people to push islamophobia. It was not an drawing competition to draw the image of Jesus of Nazareth, or even Torquemada of the Spanish Inquisition. It was an insult to Muslims and we need to start learning that some things are just not on. Why insult Islam? Islamophobia is a lot bigger today than it was in 1095, when the first Crusade was happening we we were all trying to kill one another. Something needs to be done and the drawing competition was my handle to write the script ‘How to assassinate a politician’, which was my script on the assassination of Dutch politician Geert Wilders. A movie that plays in part in Saudi Arabia and part in the Netherlands (the Hague). It was my response to these unacceptable acts of islamophobia. Yet in the latter settings it also enabled me to create a new IP that allows for 50 million subscriptions in phase one and growing a lot more after that. Now with this event in Pakistan it might be that my expectations might have been low balled. The numbers might turn out decently higher. Which would be good for me, but not so good for Google, Facebook and two other players. Amazon is still on the ramp to make a decent killing here, but there is one issue, I am not sure if Amazon is ready for it and in part I hope that the Kingdom Holding Company and in particular Prince Al Waleed bin Talal Al Saud as I hope to retire soon and leave this islamophobic world behind me. I honestly have had enough of the hatred and empty ego stages, aren’t you fed up with needless hatred?

Anyway, the stage of Pakistan works for me, but there are two parts that needs addressing. It is seen with “Wikipedia failed to respond to “repeated correspondence” over the removal of “blasphemous content”” and ““They did remove some of the material but not all,” he added, confirming that the website would remain blocked until “all the objectionable material” was removed” for the first part and “Details of the material in question have not been revealed” for the second part. For me there is an issue as I am not Muslim, I have no idea what goes and what is forbidden as blasphemous. That part too needs addressing and the BBC is not giving us anything on this at present. I cannot blame the BBC, because I do not know if they know, or if Wiki has been lacking in informing all parties. In addition we see “Free speech campaigners have raised concerns over the move, saying there seemed to be “a concerted effort to exert greater control over content on the internet”” yet I do not agree with them, not in this case. Islam has strict rules and for the most Muslims are pretty conservative when it comes to those rules. We need to accept this and bullshit wielding free speech campaigners need to accept that their notions are limiting and not the view of all, not even the view of most. Now that Christianity is a minority, these ‘evangelisers’ will have to put more and more water to their mass wine and accept that they are no longer in any kind of charge. We need to accept that we might have a say in OUR pond in our garden, but our voices are no longer accepted in lakes, rivers, seas and oceans. We need to learn to adhere to the rules in those places. I love free speech, but do we even have that? We are silenced by trolls and idiots who silence us whilst politicians remain silent and remain inactive on too many events. In other places these people are taken off the board and not in a nice way. We low ball our vision of self, whilst we over-exaggerate how much we can do. 

The world never ever worked that way. In the 90’s Netscape was told where to go by Microsoft and the stakeholders on the side of Microsoft, several other events took place, but in many cases, they were simply surpassed. AltaVista became part of Yahoo and they were surpassed by Google who thought things through and really made a killing. Not all events are ‘evil’ events, technology does evolve and no everyone adjusts and evolves with it, that is the part we overlook. Islam does not evolve easily or to a larger effect. Changes take a really long time and we either accept that or we become obsolete in their eyes. The second is likely to happen and we need to take heed. The larger problem is that plenty of technologists like me are not Muslim, some of us have no clue what is blasphemous and we are often never informed. As I read it Wiki was, as we were given “Wikipedia failed to respond to “repeated correspondence” over the removal of “blasphemous content”” but the BBC did not tell us what the blasphemy was. And that is the setting that islamophobes are pushing for with their drawing competition of Muhammed and I get it that Muslims take offence to such events, do you?

The world and economy are taking a sharp turn in another direction, I foresaw that and created new IP because of it. Will it work? I hope so, yet I cannot tell. Amazon is my best hope as Google walked away from that field, a field with a maximum of 1,800,000,000 subscribers. Time will tell, but as I see it Pakistan is now adding oil to that fire, which seemingly works for me, I personally hope so and that is as good as it gets for me (at present).

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September 28, 2021 · 00:13

Who is correct?

There is a larger stage on what is right versus what is correct. It is not always clear and we are all biased, me included. There are those who make claims that I am entertaining, but I do not know anything. It is their call and it might be correct. I worked in IT and in automation since 1981, so I have been around a while. When I offered my bosses some version of Facebook in 1997 they all rejected it stating that it had no future. It was merely n idea and it was nowhere near as advanced as Facebook. It was a free website and chatting platform with us in the middle offering advertisements in the middle, it had no future they stated. Now we have Facebook which arrived 4 years later, now a global economy surrounds it. 

So when I took notice of ‘Google, in fight against record EU fine, slams regulators for ignoring Apple’ (at https://www.reuters.com/technology/google-fight-against-record-eu-fine-slams-regulators-ignoring-apple-2021-09-27/) some thoughts went through my mind. We see “The European Commission fined Google in 2018, saying that it had used Android since 2011 to thwart rivals and cement its dominance in general internet search”, in the first most rivals were still trying to get their heads around the digital world. In this 2011 is important, TechCrunch gives us “Patents are increasingly used to block innovation in courtrooms rather than create innovations in the marketplace, and we saw this problem reach epic proportions in 2011. Patent trolls continued to extort tech companies large and small. But the patent wars spilled over to the major industry players themselves as everyone pointed their patent arsenals at Android.” In this, how many patent trolls did the EU arrest and there is a larger stage on the realisation that the secondary field of patents is used, the ability to block others. A legal setting that is validated by the short sighted and at ties greedy law entrepreneurs. And we see this more clearly in 2012 with ‘Why Microsoft spent $1 billion on AOL’s patents’ (at https://www.cnet.com/news/why-microsoft-spent-1-billion-on-aols-patents/), a stage the law and the lawgivers are eager to circumvent and in this Apple (Steve Jobs) was not innocent from either, but lets be clear, the law allowed for this. And we see the one Techcrunch gemstone “as everyone pointed their patent arsenals at Android”, Google was not innocent, they never were, but they were not the evil party here and that needs to be made clear. So when we are given (by CNet) “according to a source close to the situation, Google didn’t even bid on the portfolio”, it seemingly makes Google even less evil. And when we return to the Reuters story and we accept ““The Commission shut its eyes to the real competitive dynamic in this industry, that between Apple and Android,” Google’s lawyer Matthew Pickford told the court.” We also need to see “Commission lawyer Nicholas Khan dismissed Apple’s role because of its small market share compared with Android”, I personally wonder what kind of drugs Nicholas Khan is on and can I have some please? The brands using Android are Samsung, Oppo, Huawei, Google, Motorola, Oneplus, Lenovo and a dozen others that use Android, yet iOS products are Apple products, as such we need to see that there is a 70% use of Android over ALL these brands and the 23% is Apple, Apple alone. When we see the bungles (forced USB-C chargers) and this setting, we need to wonder the words by Matthew Pickford “The Commission shut its eyes to the real competitive dynamic in this industry”, that might not be far from the mark. There should be space for evolution, but is one sided evolution truly that or is that the beginning of handing the technology market to China? Especially with HarmonyOS in the design stage it is currently in. The middle East and the far east is ripe for HarmonyOS, the last thing we need is the EU screwing that up too. 

So does that make the EU wrong (not legally wrong)? To be honest, I cannot tell. Yet when we see “Bringing Apple into the picture doesn’t change things very much. Google and Apple pursue different models” we need to wonder what this is really about and this is after Microsoft destroyed Netscape to get sole advantage in browser world, even as some give us “The most innovative company in the computer industry in the last 10 years is dead”, it had been crippled around the time when we got Windows 2000. After which Microsoft screwed the world over again with an utter version of inferiority (Bing). That is how I see it, but feel free to disagree (which is your right).

So whilst we are eager to give Google the Clown card and all kinds of accusations, we see that an Apple phone costs $2369, whilst the Samsung is $1399, Oppo $1299, Asus $1199, Motorola $899, Nokia $449, and Google Pixel 5 $1199. A stage where Apple is pricing itself out of the market and it had been doing so for some time. But this is not about Apple, this is about Google, a brand that is open to others, It used what was available at the time and the rest was nowhere near. Am I wrong? Legally I might be, but then I never saw the 100,000 pages and I reckon I would be able to find a few options that blows the statement “Bringing Apple into the picture doesn’t change things very much. Google and Apple pursue different models”. You see, the Browser had another contender, Yahoo. It lost too much marketshare because the Google search was vastly superior and the patent shows just how superior it was because the people behind it took a long hard look at what the PEOPLE needed, Yahoo, Microsoft and others focussed on what businesses were willing to pay for, a very different stage. I personally believe that this stage of adherence and compliance has been largely ignored. A stage that puts Apple, Microsoft, and a few others in the dock of accusations as well. The stage of adherence to business and I personally believe that the EU is all about that, less about people and that bites me, that partially offends me. To lose in one setting and then openly and bias based attack Google is offensive. Google was never innocent, but they were not the evil player, we need to see this and we need to see this now. The EU is setting a stage where business moves out and then? An iPhone for $2999? The biggest iPhone is now A$2719, so it is not that much a stretch. 8 years of iterations got it from $299 to what it is now and Google? They are on a similar track, the hardware might not be iteration, but their software is not. Innovation software allowed people to make leaps forward and so far the other brands kept up as well, I wonder when that got investigated in the EU?

The case has been running a while, so there is no clear line to draw, but the media seemingly reports the final line and the history and context before it is forgotten, I wonder why?

Am I right?  Am I wrong? Am I correct? I leave it up to you to decide, but consider that I predicted the arms fallout and now we see, only 3 hours before ‘China’s biggest airshow to highlight military prowess’, others laughed about HarmonyOS and now it is here. And in all this not one government has shown any evidence regarding the Huawei accusations. I wonder when people wake up, realising that they are getting played by stakeholders who need to push forward the need need of corporations, American and seemingly European as well. All whilst those corporations have no patents, they have no innovations, merely marketed concepts, hyped hardware that draws short. How much more failures will push their agenda’s against actual innovators (Facebook, Google, Amazon and Huawei)? 

It might be a wrong point of view, I will admit that, but it is tainted what I have seen over almost 40 years in IT in all kind of fields.

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