Tag Archives: Youtube

TBD CEO OpenAI 

That is the thought I had, yesterday, 5 hours after I wrote my piece, I still saw the news appear all over the media, some on it was getting a ridiculous amount of attention, so I decided to take another look at some of this. First there was the Business insider (at https://www.businessinsider.com/openai-code-red-chatgpt-advertising-google-search-gemini-2025-12) giving us ‘OpenAI’s Code Red: Protect the loop, delay the loot’ where we see “Focus on improving ChatGPT, and pause lower-priority initiatives. The most striking pause is advertising. Why delay such a lucrative opportunity at a moment when OpenAI’s finances face intense scrutiny? Because in tech, nothing matters more than users.” This was followed by “Every query and click fed a feedback loop: user behavior informed ranking systems, which improved results, which attracted more users. Over time, that loop became an impenetrable moat. Competing with it has proven nearly impossible.

ChatGPT occupies a similar position for AI assistants. Nearly a billion people now interact with it weekly, giving OpenAI an unmatched new window into human intent, curiosity, and decision-making. Each prompt and reply can be fed back into model training, evaluations, and reinforcement learning to strengthen what is arguably the world’s most powerful AI feedback loop.” All this makes sense, it comes with the nearly mandatory “Google’s Gemini 3 rollout has lured new users. If ChatGPT’s quality slips or feels cluttered, defecting to Google becomes easier. Introducing ads now risks exactly that. Even mildly irritated users could view ads as one annoyance too many.” Whilst in the background we are ‘sensitive’ to “OpenAI has already committed to spending hundreds of billions of dollars on infrastructure to serve ChatGPT at a global scale. At some point, those bills will force the company to monetize more aggressively.

If OpenAI manages to build even half of Google’s Search ads business in an AI-native form, it could generate roughly $50 billion in annual profit. That’s one way to fund its colossal ambitions.” This gives OpenAI a two sided blade in the back. It was a good ploy, but that ploy is deemed to be counter productive and I get that, but dropping the ads might sting with the investors as It was the dimes that they were seeing coming their way and ChatGPT needs to make a smooth entry all the way to the next update, which will be near impossible to avoid in several ways. Google has the inside track now and whilst there are a few settings that are ‘malleable’ for the users, the smooth look is essential for ChatGPT to continue. And that is before other start looking at the low quality data it verifies against. Google has, as I see it, exactly the same problem, but as I see it, ChatGPT gets it now in advance. 

Newcomer (at https://www.newcomer.co/p/openais-code-red-shows-the-power) gives us “In truth, as Newcomer’s Tom Dotan wrote back in April, Google, with all of its formidable assets, was never very far behind. Nor is it currently very far ahead. Anthropic too has always been essentially neck-and-neck with OpenAI on the core technology. The capabilities of the big foundation models, and even some lighter ones like DeepSeek, are broadly similar. Marc Benioff, himself a skilled practitioner in the arts of attention, even claimed this week that the big models will be interchangeable commodities, like disk drives. Yet the perception of who’s on top matters quite a lot at a moment when consumers, enterprise technology buyers, and investors are all deciding where to place some highly consequential long-term bets. That brings us back to Altman’s “Code Red.”” Is a truth in itself, but the next part “while the alarm came in a company-wide memo that wasn’t officially announced publicly, we can stipulate that the “leak” of the memo, if not necessarily orchestrated, was almost certainly part of the plan. A media maestro like Altman surely knew that a memo going out to thousands of employees with charged language like “Code Red” was all but guaranteed to make its way to the press. Publicizing a panicked internal reaction to a competitor’s new product might seem like a counter-intuitive way to maintain your reputation as the industry leader.” As I see it, someone in Microsoft marketing earned his dollars in marketing that day, but this is a personal feeling, I have no data to back it up. It is now up to Sam Altman to deliver his ‘new’ version in the coming week and it better the a great new release, or as I see it, there will be heads rolling all over the floor and Sam Altman knows that the pressure is up. I don’t think he is scared as some media says, but he is definitely worried, because this setting will set the record of $13 billion straight, into or away from Microsoft and Sam Altman knows this, as such he is probably a little worried and in a software release any of a hundred things can go wrong and they all need to go right at present. 

Then we get “Altman and OpenAI are so good at making news that it’s sometimes hard to tell what’s real.” So, isn’t that the setting all the time? I have always seen Sam Altman as a bad second hands car salesman, That is my take, but I have had a healthy disgust for salespeople for over 30 years. I am a service person, Technical support, customer support. That was always my field. I am not against sales, merely against cleaning up their messes. At times this comes with the territory, shit happens, but those salespeople overselling something just so that they can fill their pipeline and make their numbers are not acceptable to me. To illustrate this, A little setting (devoid of names and brands) “A salesperson came to me with what he needed. We could not do that and I told him, so off he goes calling every technical support person on the planet until he found one that agreed with him and then he sold the solution to the customer and hung that persona name on this. I had to clean up the mess and set up a credit invoice, but after I went through the whole 9 yards making it over 30 days ensuring him that he kept his commission” that is the type I am disgusted with because the brands as a whole suffers, all for the need of greed. It is short sighted thinking. I goes nowhere, but his monthly revenue was guaranteed. And I feel that Sam Altman is not completely like that, but it is the ‘offset’ of salespeople that I carry within me. For me protecting the product and the customer are first and foremost on my mind. 

Then we get Futurism (at https://futurism.com/artificial-intelligence/openai-is-suddenly-in-major-trouble) where we see ‘OpenAI Is Suddenly in Major Trouble’ OK, is this true? We are given “The financial stakes are almost comical in their magnitude: The company is lighting billions of dollars on fire, with no end in sight; it’s committed to spending well over $1 trillion over the next several years while simultaneously losing a staggering sum each quarter. And revenues are lagging far behind, with the vast majority of ChatGPT users balking at the idea of paying for a subscription.” I don’t agree with this setting. You either pay, or you see advertisement that is the setting. There are no free rides and the sooner you realise this, the easier this gets. Then we are given “Meanwhile, Google has made major strides, quickly catching up with OpenAI’s claimed 800 million or so weekly active ChatGPT users as of September. Worse yet, Google is far better positioned to turn generative AI into a viable business — all while minting a comfortable $30 billion in profit each quarter, as the Washington Post points out.” I agree with the setting the Washington Post sets out with and Google does have an advantage, but that is still relying on the fact that Sam Altman does not get his new version seen as stellar in the coming week. He still has a much larger issue, but that is for later. All this comes at the price of being in the frontrunner team. Easy does it, there is no other way and the stakes are set rather high. So then we are given “In a Thursday note, Deutsche Bank analyst Jim Reid estimated staggering losses for OpenAI amounting to $140 billion between 2024 and 2029.” This is probably true, but where are the numbers. $140 billion over 5 years is one, but what revenue is set against it? Because if this is still set against a revenue number that OpenAI keeps making they are going decently sweet, the numbers were never in debate, the return on investment was and these stakes are high and there is no debating that, these numbers are either given or they are not. 

Then we are given something that makes sense ““OpenAI may continue to attract significant funding and could ultimately develop products that generate substantial profits and revolutionize the world,” he wrote, as quoted by WaPo. “But at present, no start-up in history has operated with expected losses on anything approaching this scale.” “We are firmly in uncharted territory,” Reid added.” I agree, in several ways, but the revenue is not given as such the real deal is absent. Consider YouTube, did anyone see the upside of a $1.65 billion acquisition 20 years ago? It now generates $36.1 billion in annual revenue (2024), Microsoft and OpenAI are banking on that same setting and Microsoft needs it to get a quality replacement for Clippy and they are banking on ChatGPT, this will only happen if they win over Google and I have my doubts on this. There is no real evidence because the new version isn’t ready yet, but it really needs one hitch to make it all burn down and Altman knows this. The numbers or better, the statistics are not on his side. And as I haven’t see a decent software price fight for a while, so I am keeping my thumbs up for Altman (I am however a through and through Google guy). This is a worthy fight watching and I am wondering how this might evolves over the next week.

The stakes are high, the challenge is high, lets see if Sam Altman rises to the occasion. It’s almost Sunday for me so have a great day you all, I reckon that Ryan Reynolds is about 6 hours from breakfast in Vancouver now.

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When the bough breaks

It is an old expression, it means “when a situation has reached the point of no return” and at this point we have had a few of these moments. First there is the setting of the President traitor Trump (not my words but I can live with them) telling us all that the 28 points was a Russian document, with Russian syntaxis, one person even told the world (via YouTube) that it was a literal google translation. I cannot say that because I have never seen the document. A whole range of politicians going all the way up to John Bolton (the former National Security Advisor of the United States)  and writer of the book ‘The room where it happened’ they all say that the Ukraine should never accept this setting. Then we get another event where ‘apparently’ the Kremlin misplaced 10 trillion rubles and they are now selling whatever gold they have to keep afloat. This gave me the speculation that two too debt ridden nations are helping each other out. It almost sounds like the passport switch. I go to Canada, from Canada I go to the United Kingdom on a British passport, I do whatever I need to do and return to Canada with a Canadian passport, no one is the wiser and from there I return to Australia on my own passport. Confused? You would be, but that is what is required to get trillions in debt written off in two places. They are in too deep and as Prime Minister Carney is now making waves in the G20 too many countries are now realising that they do not need the instability of America, Canada becomes the place to be. But that is not all.

CBC apparently reported (through LinkedIn) the image below, but that is all I see and there is nothing more and not on the CBC site either, so I am not sure where it is coming from. 

So, there is every chance it is some troll and to whomever it was (I’ll call him Vladimir) I say:

Is that a strong enough consideration? And as I see it, the entire Commonwealth is supporting the Ukraine. These so called Russian trolls will be dealt with in the near future. So feel free to consider where you can find the trillions you misplaced and stay out of out way. Oh, and a youthful young lady by the name of Sanna Marin (former PM of Finland) had a simple solution to stop the war. “Get out of Ukraine” was her view and nearly everyone who matters agrees. 

And that war you started on  February 24th 2022 which you said was going to take 3-5 days is now 1370 days and the Russian economy is about to end with 1,165,260 less Russian men. So how will you restart the economy considering you have all these men missing, energy plants are burning down and you are about to face a new winter with apparently 10 trillion misplaced. 

But, on the upside you can have Donald Trump if you want him, apparently he is about to get impeached. According to Newsweek ‘Donald Trump Faces Articles of Impeachment Before Christmas’ all this whilst News dot Com dot Au gave us 4 days ago ‘Trump Media stock crashes to all-time lows, wiping out $5B in first family wealth during crypto slide’ so this is his sixth failure? I don’t keep track of those settings. But it comes with the setting that you take him, you keep him, no take backsies on this deal.

So am I going too far? I might be, but that is the danger when you get so much news with the setting you do not know what to trust that it might make your head spin and mine is spinning. In this there are two settings that I am unsure of. Did Russia misplace 10 trillion rubles? Trolls are on both sides of the fence, so this could be another deception. But the anger we all have with the 28 point document is too fresh in memory and Ukraine was never consulted on any of this. And the BBC (at https://www.bbc.com/news/articles/c4g95x50kdyo) gave us ‘US insists it authored Ukraine peace plan after claims of Russian ‘wish list’’ a mere 6 hours ago. So why aren’t these documents released? So when we are given “US Secretary of State Marco Rubio has insisted that a proposed 28-point plan to end the Ukraine war, which has been widely viewed as favourable to Russia, was “authored by the US”.” In the old days (when I was young) you would show these documents with mention of who authored them and who was connected to the tutoring of these documents. Yet later we get “Rubio later distanced himself from those claims and said the plan came from the US, and was “based on input” from both Russia and Ukraine.” Really? Because Ukraine was seemingly not involved, so who were the people involved? Simple settings to logistics and they are largely missing. Then we get (through the BBC) “On Saturday, Republican Senator Mike Rounds said Rubio had told a group of lawmakers that the draft plan was not US policy. He told the Halifax Security Forum: “What [Rubio] told us was that this was not the American proposal.”” So we get one person telling us different stories? What on earth is going on in America? At present there is absolutely no way that anyone is considering having a vacation there and for other reasons? As it stands America is in an almost worse state than Russia apparently is in. 

So have a great day and whilst Vancouver is enjoying Sunday, I just entered Monday. Such is life.

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Big in Japan

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

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

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

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

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Lost thoughts

The is where I am, lost in thoughts. Drawn between my personal conviction that the AI bubble is real and the set fake thoughts on LinkedIn and Youtube making ‘their’ case on the AI bubble. One is set on thoughts of doubts considering the technology we are currently at, the other thoughts are all fake perceptions by influencers trying to gain a following. So how can any one get any thought straight? Yet in all these there are several people in doubt on their own set (justified) fringes. One of them is ABC who gives us ‘US risks AI debt bubble as China faces its ‘arithmetic problem’, leading analysts warn’ (at https://www.abc.net.au/news/2025-11-11/marc-sumerlin-federal-reserve-michael-pettis-china/105992570) So in the first setting, what is the US doing with the AI debt? Didn’t they learn their lesson in 2008? In the first setting we get “Mr Sumerlin says he is increasingly worried about a slowing economy and a debt bubble in the artificial intelligence sector.” That is fair (to a certain degree) a US Federal Reserve chair contender has the economic settings, but as I look back to 2008, that game put hundreds of thousands on the brink of desperation and now it isn’t a boom of CDO’s and stocks. Now it is a dozen firms who will demand an umbrella from that same Federal Reserve to stay in business. And Mr. Sumerlin gives us “He is increasingly concerned about a slowdown in the US economy, which is why he thinks the Fed needs to cut interest rates again in December and perhaps a couple more times next year.” I cannot comment on that, but it sounds fair (I lack economic degrees) and outside of this AI bubble setting we are given “US President Donald Trump has recently posted on his social media account about giving all Americans not on high incomes, a $US2,000 tariff “dividend” — an idea which Mr Sumerlin, a one-time economic adviser to former US president George W Bush, said could stoke inflation.” I get it, but it sounds unfair, the idea that an AI bubble is forming is real, the setting that people get a dividend that could stoke inflation might be real (they didn’t get the money yet) but they are unrelated inflation settings and they could give a much larger rise to the dangers of the AI bubble but that doesn’t make it so. The bubble is already real because technology is warped and the class cases we will see coming in 2026 is base on ‘allegedly fraudulent’ sales towards the AI setting and if you wonder what happens, is that these firms buying into that AI solution will cry havoc (no return on AI investment) when that happens and it will happen, of that I have very little doubt. 

So then we get to the second setting and that is the clam that ‘China has an arithmetic problem’, I am at a loss as to what they mean and the ABC explanation is “But if you have a GDP growth target, and you can’t get consumption to grow more quickly, you can’t allow investment to grow more slowly because together they add up to growth. They’re over-invested almost across the board, so policy consists of trying to find out which sectors are least likely to be harmed by additional over-investment.”

Professor Pettis said that, to curry favour with the central government, local governments had skewed over-investment into areas such as solar panels, batteries, electric vehicles and other industries deemed a priority by Beijing.” This kinda makes sense to me, but as I see it, that is an economic setting, not an AI setting. What I think is happening that both USA and China have their own bubble settings and these bubbles will collide in the most unfortunate ways possible. 

But there is also a hindsight. As I see it Huawei is chasing their own AI dream in a novel way that relies on a mere fraction of what the west needs and as I see it, they will be coming up short soon, a setting that Huawei is not facing at present and as I see it, they will be rolling out their centers in multiple ways when the western settings will be running out of juice (as the expression goes). 

Is this going to happen? I think so, but it depends on a number of settings that have not played out yet, so the fear is partially too soon and based on too little information. But on the side I have been powering my brain to another setting. As time goes I have ben thinking through the third Dr. Strange movie and here I had the novel idea which could give us a nice setting where the strain is between too rigid and too flexible and it is a (sort of) stage between Dr. Strange (Benedict Cumberbatch) and Baron Mordo (Chiwetel Ejiofor) the idea was to set the given stage of being too rigid (Mordo) against overly flexible (Strange) and in-between are the settings of Mordo’s African village and as Mordo is protecting them we see the optional settings that Kraven (Aaron Taylor-Johnson) get involved and that gets Dr. Strange in the mix. The nice setting is that neither is evil, they tend to fight evil and it is the label that gets seen. Anyway that was a setting I went through this morning. 

You might wonder why I mentioned this. You see, Bubbles are just as much labels as anything and it becomes a bubble when asset prices surge rapidly, far exceeding their intrinsic value, often fueled by speculation and investor orgasms. This is followed by a sharp and sudden market crash, or “burst,” when prices collapse, leading to significant rather weighty losses for investors. And they will then cry like little girls over the losses in their wallets. But that too is a label. Just like an IT bubble, the players tend to be rigid and whole focussed on their profits and they tend to go with the ‘roll with it’ philosophy and that is where the AI is at present, they don’t care that the technology isn’t ready yet and they do not care about DML and LLM and they want to program around the AI negativity, but that negativity could be averted in larger streams when proper DML information if given to the customers and they dug their own graves here as the customer demands AI, they might not know what it is (but they want it) and they learned in Comic Books what AI was, and they embrace that. Not the reality given by Alan Turing, but what Marvel fed them through Brainiac. And there is a overlap of what is perceived and what is real and that is what will fuel the AI bubble towards implosion (a massive one) and I personally reckon that 2026 will fuel it through the class actions and the beginning is already here. As the Conversation hands us “Anthropic, an AI startup founded in 2021, has reached a groundbreaking US$1.5 billion settlement (AU$2.28 billion) in a class-action copyright lawsuit. The case was initiated in 2024 by novelist Andrea Bartz and non-fiction writers Charles Graeber and Kirk Wallace Johnson.” Which we get from ‘An AI startup has agreed to a $2.2 billion copyright settlement. But will Australian writers benefit?’ (At https://theconversation.com/an-ai-startup-has-agreed-to-a-2-2-billion-copyright-settlement-but-will-australian-writers-benefit-264771) less then 6 weeks ago. And the entire AI setting has a few more class actions coming their way. So before you judge me on being crazy (which might be fair too) the news is already out there, the question is what lobbyists are quieting down the noise because that is noise according to their elected voters. You might wonder how one affect the other. Well, that is a fair question, but it hold water, as these so called AI (I call them Near Intelligent Parses, or NIP) require training materials and when the materials are thrown out of the stage, there is no learning and no half baked AI will holds its own water and that is what is coming. 

A simple setting that could be seen by anyone who saw the technology to the degree it had to. Have a great day this mid week day.

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Shooting birds

This is a setting that is up in the air (quite literally) the setting that America is shooting its own economic plan in the foot so to say. There is something wrong with the animosity that America is throwing into the direction of Canadians and as I see it, their new target are the snowbirds. The Guardian informed me last night that ‘Trump tariffs and strict US border rules threaten flight of Canada’s ‘snowbirds’’ (at https://www.theguardian.com/us-news/2025/nov/09/canada-snowbirds-florida) where we see “Many have ditched plans to visit their southern neighbor and are looking to spend their valuable dollars elsewhere, largely put off by Donald Trump’s escalating economic war with Canada and strict new immigration rules that have created fear and confusion.” With the additional “Canada’s own tourism industry, meanwhile, is reporting record revenue. Buoyed by visitors who decided to stay home, the sector took in CA$59bn ($42bn) from May to August, a 6% increase on 2014. (American visitors to Canada dropped 1.7% during that same period.)” And whilst we see almost everywhere “International tourism to the US is forecast to decline by around $12.5 billion to $29 billion in 2025” we get from others sources that their income is increasing a lot more, as such I stay with my conservative losses to be predicted between $80-$130 billion, and now the snowbirds with their “More than half of Canadians with homes in the US – 54% – are considering selling in the next 12 months, with 62% of those citing the political situation as their main reason, according to research published in August.” This comes from Royal LePage, where we also get “According to a recent Royal LePage survey, conducted by Burson, more than half (54%) of Canadians who currently own residential property in the U.S. say they are planning to sell within the next year, among whom a majority (62%) credit the current political administration as the main reason. Meanwhile, 33 per cent of them say they are motivated by other factors, such as personal and financial reasons, and another five per cent say it is due to increasingly extreme weather conditions, like hurricanes, flooding and forest fires.” Which gets us an additional part, but that too will be hard on America, they are investing it domestically in Canada. So, as we consider “While some blame a weak Canadian dollar and rising travel costs for their decision not to travel, 40% also cite political tensions with the US. Trump has frequently assailed Canada and its political leaders, recently retaliating for an anti-tariff advertisement posted by the Ontario government by slapping an additional 10% tariff on imports from a country he has repeatedly taunted as the 51st state.” A lot might see this is trivial, but as a Commonwealthian I adhere to the foul stench that the “51st state” is making. In the meantime we see politicians not being sworn in because they are on the other side of the isle, the US shutdown is now the longest in history and for the second day the airlines are buckling as over 1000 flights have been cancelled with the additional “Nearly 6,000 flights were also delayed, down from over 7,000 delays on Friday, according to flight tracker FlightAware” (source: BBC) so as I see it America is bleeding revenue all over the nation and directly from their veins into the streets and all this is happening 2 weeks before Thanksgiving. Yes, my view of $80-$130 billion really was conservative as all the trimmings that Thanksgiving would bring is now about to grease the coils of loss, on the other hand Turkey is likely to be on sale soon with a nice 75% discount. But the hardest part was seen down that article as those readers were given “And things will likely get worse in the coming days as the FAA increases the percentage of cancelled flights.” Because those people n need an alternative destination. I will offer the thought that Dubai and Abu Dhabi have both really nice weather conditions this time of year, with a special mention of Abu Dhabi with all their theme parks as a Florida replacement. These losses are enlarged by the setting that the snowbirds bring, the quote “Analysts say any significant drop in snowbird visits could be catastrophic for states where they are among the biggest spenders during the winter months. The snowbird economy brings in an estimated $20.5bn annually in direct spending, property and sales taxes, and supports millions of jobs, especially in tourism, hospitality and retail”, so as I see it, the economy of Florida is about to take a handful of downers from the get go, and all this sets the the outlook of Thanksgiving in places like Florida with a grim undertone, because when all things settle it will take years to get over this and if the Snowbirds leave, the economy will take a massive his in Florida and likewise places for years to come. 

So when. We get to “Valorie Crooks of Simon Fraser University said the more obstacles that are placed in the path of snowbirds, the more likely they are to take themselves, and their money, elsewhere, such as Mexico, the second most popular destination for Canadian winter travelers.” The fun part is that this would enable places like Abu Dhabi too, when these people realise that there is a lot they would love, Sheikh Mohamed bin Zayed Al Nahyan might want to consider advertising the splendor to Canada and Canadians. That would grease the lining of the Abu Dhabi economy by a fair bit and there is plenty of material on YouTube that Canadians can see for themselves. And the setting of a zero tax state is beneficial in a few more ways. 

Overall there are plenty of alternatives for people visiting America and as its government is shutdown, there are many more ways to look elsewhere for the needs of these people. And funny enough, Americans might not like it, but they elected their curse to office themselves. So how is this Big Beautiful America, has it been made great, or was that presented silver lining the start of many dark clouds? And as I saw my losses to $80-$130 billion, CBS reported that this shutdown is costing the Americans in the setting of “Estimates of the economic hit from the U.S. government shutdown put the losses at up to $16 billion every week the impasse continues” as such my model of loss was severely conservative as I never considered the impact of a US shutdown. As I see it, America made a huge error going on the Snowbird hunt, and it could have been prevented on several levels. Try to have a great day today.

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What the flip?

Roughly 10 hours ago the TTW (Travel and Tour World) released an article (at https://www.travelandtourworld.com/news/article/saudi-arabia-joins-france-turkey-uk-mexico-and-egypt-as-australia-issues-new-travel-advisory-amid-unstable-security-conditions/) called ‘Saudi Arabia Joins France, Turkey, UK, Mexico, and Egypt as Australia Issues New Travel Advisory Amid Unstable Security Conditions’ and my first thought was “what the hell”. You see, American tourism is mostly at an all time low and now we get that these countries are called ‘dangerous’?

Lets be clear, EVERY country has some risk, this is nearly undeniable. The two exceptions as I see it are the United Arab Emirates and Iceland. For Iceland there are two risks. The first is falling into a volcano (yes, it happens) and being attacked by a Arctic tern because you got too close to its nest. For the UAE it is a little larger and involves cobra’s and scorpions, but unlikely to be in any of their cities. 

But back to the article and lets keep a few things clear.

Saudi Arabia
I get that some parts of Saudi Arabia are not the greatest settings to go view and we get “Travelers are advised not to travel within 30 km of the border with Yemen due to ongoing conflict in Yemen and the associated risks of missile and drone strikes.” With the additional “Australians are encouraged to read the general advice on terrorism risks and personal safety during conflicts.

Now, first of all, when you are as dim as a soup plate, you need to realise that common sense is expected from EVERY person on the planet. You might be one of the biggest idiots and featured in YouTube videos for doing stupid things, but that doesn’t make it the problem of that nation. You are expected to get an apartment with a balcony and spend your vacation in said balcony. As such when considering the distances from Yemen “approximately 200 km for cities like Jizan and Abha to over 1,000 km for Riyadh.” As such if your vacation is in Medina, Riyadh (most likely), Dammam or Jeddah, you are unlikely to travel within that 30 km. In the second part (it is said) that “personal safety during conflicts” is a bit vague. A conflict could exist during a misunderstanding in a shop or restaurant and that is not a likely case. Muslims are proud of their shops (restaurants too) and they have a set standard of hospitality (something you are less likely to experience in London) in further noticing ‘conflicts’ Saudi Arabia strikes down any military conflict in Saudi Arabia with extreme prejudice. As such you are seemingly less safe on the Sydney Harbour bridge in Sydney during a pro-Palestinian rally then ever in Saudi Arabia. 

Turkey
Here we see a more changing setting. I went to Istanbul once and I never ever felt unsafe or unwelcome. But it is the only part of Turkey I have ever see and as there are issues. The one that strikes me as a plausible setting is “Smart Traveller has specifically warned Australians to avoid public demonstrations and large gatherings, as these events are often strictly enforced by the government, with severe penalties for suspected participants. Monitoring local news and following the advice of local authorities is crucial.” And this setting makes sense on a few levels as you need to be fluent in Turkish to avoid certain complications, as such this travel advice makes sense.

United Kingdom
We are given “The national terrorism threat level in the UK remains substantial, indicating that an attack is likely. Smart Traveller has warned travelers that the possibility of terrorist activities, particularly in crowded public places, is elevated.” As well as “Travelers are reminded that petty crime, such as pickpocketing, mobile phone snatching, and theft from cars, is widespread across the UK. Visitors, especially in busy areas like London, should be extra cautious with their belongings.” There is no contest in any of this. But this was already the case for years. Still it requires mention.

France
Has a similar spread of issues, so there is no contest. But people traveling to these places should have been aware from them at least two years. There is no contest on any of this. You tend to get unlucky when you get in this situation. You would be in a similar setting when traveling to Amsterdam or Berlin.

Mexico and Egypt have their own settings and these are fair as I know the published facts to be (I have never been to Mexico).

My issue is why Saudi Arabia was added, was it because Saudi Tourism grew by over 100% and America is losing dozens of billions at present? The Netherlands (Amsterdam) and Germany (Berlin) are not on this list and I reckon a lot less safe than Riyadh, Dammam, Medina or Jeddah are. There is something of being too prepared for bad luck (as I call it) and I am not saying that this was bad advice, but you tell me, how likely are you to go within 30km of Yemen? The fact is that as far as I can tell, every major city in Saudi Arabia is well over 200km away from Yemen. Even the Neom projects are way too far away from that setting. As such you are likely to walk into the desert getting stung by a scorpion or ripped apart by a pack of hyena’s long before you get close to Yemen. So why the mention and why the instillment of fear towards Saudi Arabia? Now, lets be clear. There is some need to be aware of terrorism, but as I personally see it, these tend to be ‘confined’ to Houthi terrorist attacks and so far there has not been any serious incidents in the major cities of Saudi Arabia. So why the addition of Saudi Arabia? These terrorist issues have been in play for over 10 years. So, why the addition now?

Is it to make other places to seem less appealing over America? This is pure speculation from my side, but I reckon someone saw the 102% tourism growth I illuminated yesterday and someone must have seen that number in the source article and thought, lets make Saudi Arabia less appealing. This might be the wrong thought, but it is the speculated one I am having. You see, the warning given were in play for at least half a decade, so why now?

Have a great day and don’t get mauled by a pack of hyena’s today.

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The implied stage

This is not fact, but it is implied and I will explain the logic behind this. Less than 24 hours ago  Time and Travel World (TTW) gave us ‘Tunisia Joins Spain, Mexico, Brazil, Costa Rica, Greece, Saudi Arabia, and UAE in the Booming Tourism Sector with Record Tourist Arrivals and Earnings in First Half of 2025: New Report’ (at https://www.travelandtourworld.com/news/article/tunisia-joins-spain-mexico-brazil-costa-rica-greece-saudi-arabia-and-uae-in-the-booming-tourism-sector-with-record-tourist-arrivals-and-earnings-in-first-half-of-2025-new-report/) Here we see among more given facts “Spain has been one of the top performers in the global tourism recovery of 2025. The country welcomed nearly 25.6 million international tourists in the first four months of 2025, marking a 7.1% increase compared to 2024. Spain’s tourism numbers have surpassed pre-pandemic levels, highlighting the nation’s enduring appeal. Notably, April 2025 set a record with 8.6 million visitors, marking a 10% rise from the previous year. This surge was driven by a strong recovery in both leisure and business travel.” This doesn’t seem like a lot. But take the slightly more complete setting of

This gives us 80,000,000 tourists most of them only able to pay for one vacation a year and they are not going to America. As such (and taking notice that this does not include Canada) I feel certain that the damage to American tourism will surpass the $29 billion we are currently given. How much more, that is hard to say. So whilst we are now given smash articles (as I call them) to voice applause for all the efforts that Epic Universe gives us in Orlando (and I do agree what I see on YouTube does look amazing) the American tourism industry will face at least until 2027 to return to some kind of normal and that is optimistically speaking. I reckon that it will take 3 years after President Trump leaves office for this to get back to some kind of normal. And I get that Florida is now casting the heave rods to get national tourism up. Yet without international tourists it will become a nasty time of hardship for the places that rely on international tourists. 

Los Angeles, San Francisco, Las Vegas, Florida, New York will all feel the pinch that these millions of tourists used to bring with fat wallets and they are now going anywhere else. That is money no longer in the bank of America and likely these people are unlikely to revisit America at present. A lot needs to change for that.

The most conservative calculations I get to implies that the losses for America start at $80 billion and might get to $115 billion by the end of the year. I also think that the Winter vacations are less likely to be affected. The snowboard and ski population tend to rely on what they know and slopes can be dependable. As such people who were bound for Aspen will return to aspen (the largest part), people tend to ski what they know and it makes for a loyal crowd. Places like Aspen have in addition a social side and these two make for a dependable setting. And it is not that place. Likely places like Deer Mountain Village (South Dakota) have a similar stage. But this implies that America needs to regain most of their losses from the winter vacation people. At this point there is no predicting on how the winter locations will be hurt by what is called the “visa integrity fee” and now we get the visa bond which will hurt winter tourism as that is a young persons game and they are massively unlikely to dish out ‘US to charge some foreign travelers up to $23,000 in visa bonds’ (source: ABC News), as such there is no way to tell how it will affect winter tourism, yet I feel certain that Whistler (Canada, B.C.) and Blue Mountain (Canada, Ont.) will be able to accommodate these people, and beyond that there is Europe with their snowy hills (aka mountains). 

So, at present I feel that the damage is likely to be the conservative number I gave earlier and it might be higher, but there is no data on this. This is a setting that has never happened before and as America is getting confronted on the silly notion that you can keep any hotel filled to over 90%, that cluster of delusional thinkers are getting a massive boost of reality at present. Three days ago we were given Las Vegas is empty, given to us by a ‘tourist’ wearing a Vegas Golden Knights polo. Now we see: ““Las Vegas is empty”: Viral video sparks alarming questions about US tourism decline” this is a bit late, isn’t it? I predicted some of these elements almost a week earlier. I never discussed Las Vegas airport, but that should have been done by the local people and now we see “Viral video sparks alarming questions”? How delusional do you need to get to the ostrich effect (bury your head in the sand) to avoid clear settings? This is setting the larger stage (source: money control) “The viral moment comes on the heels of an official report by the Las Vegas Convention and Visitors Authority (LVCVA), which noted a 6.5% drop in hotel occupancy and a fall in average room rates from $194 to $163. Even more alarming was a 41% year-over-year decline in traffic at Harry Reid Airport, according to the same report.” So, who had been sitting on these numbers? What doesn’t the American administrations want Americans want to know?

Simple question, yet are the answers as simple as it seems? When will Florida present the numbers and when will they sound the alarm? I simply crunched the numbers and I saw this a month ago (July 9th) in ‘Age of BS (Bill Sightseer)’ (at https://lawlordtobe.com/2025/07/09/age-of-bs-bill-sightseer/), as such where did you see this in American media? Only 14 hours ago, the American people were given ‘Orange County Tourist De­vel­opment Tax col­lec­tions surge 10.3% in June from a year ago’ and I need to give the larger setting. A Disney Tourist blogger gave us on May 25th “Epic Universe is almost empty. Dead. Devoid of guests. A ghost town.” Someone on YouTube gave a similar story but that is about it. Americans are allergic to bad news. I get that, none of us like this, but when the bills can no longer be paid as people al over Florida get the axe is news people need to know, but that might just be me. 

So the stage isn’t set, it is implied. A set stage has proper numbers and the media is giving half stories (as I personally see it) but the signs are clear. This doesn’t make it set stage, a mere implied stage and when the numbers come out in Q4 2025, a lot of people get a rude awakening and when they have invested in a bad and breakfast solution they might require a larger stage to survive the 3-8 quarters that follow. There is no way to be more precise than that.

Try to have a great day today.

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Saudization

A term I got introduced to last week. It stands for “the Saudi nationalization scheme and also known as Nitaqat, is a policy that is implemented in the Kingdom of Saudi Arabia by the Ministry of Labor and Social Development, which requires companies and enterprises to fill their workforce with Saudi nationals up to certain levels” I think it is a great idea. I think more countries need to embrace such a scheme for a few reasons. I believe it is essential that skills are moved locally to avoid being at the massive risk of an American need and that is a bad idea on a few levels. Now, this is not an anti-America sentiment, but the media (America too) have left us with the notion that we cannot be certain of almost anything and there is the larger setting that it goes to other countries too. Perhaps there is an Emiratization, an optional Indonesization (these two words might not exist) and several others (Pakistan, Bangladesh) and so on. So why is there not an open video channel with options on both YouTube and TikTok handing these skills? If I merely push this to myself. There is the option to train people (non-Arabic) in IBM Statistics (formerly known as SPSS) I trained people for over a decade and that is a skill that can be taught. Edit the movie with a localised soundtrack and you have a solution to optionally train dozens of people.

If we create a few hundred videos we could optionally train a whole legion of people and as the elder generation (including me) could leave a footprint handing this knowledge out to others we continue training people after we are gone. I also worked in call centers and whilst the world is filled with silliness and chases after AI, the skills that are out there will be lost soon enough. As such we (read: some)  need to create the stages for the next generation. Whilst all are on the AI train we might see a setting of dwindling down sources and in a decade when AI misses its target the world will suddenly see that they lost more than they bargained for. As such a video station that allows Saudization to grow into the people who cannot see what they need and can freely learn to grow their own future is a proper way to harvest talents where they freely grow.

So you might think that this comes for free and that might be the case. Yet the older generations feels that they can contribute to any setting that will listen. As such these skills will require verification so that quality will prevail. Yet is it such a hardship on the older generation? They contribute to all kinds of non profit organisations. Is it so hard to believe that they would assist in creating the future generations? The world is not what big corporations believe it to be, it is what the next generation wants it to be and as such this idea stands a chance. In the setting we see now it might benefit Saudi Arabia. Yet when these movies get a larger setting in Pakistan, Bangladesh, Uruguay and other places, we grow the knowledge in all kinds of directions and as it should be offered free knowledge will emboss all people, not just the ones who can afford it. 

It is just a little idea I am playing with, but I reckon that some governments will embrace what hundreds of people could contribute to their national causes.

Have a great day

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That old song

That happens, we are at times driven to an old song. Something we sang before, or a song we heard others sing and it is a catchy song. That happened to me mere hours ago when Hacked OFF (https://www.hackedoff.org/) gave me ‘20 years after 7/7, victims of terror are still not protected’ (in an email) and as Paul Dadge states “Victims of press abuse feel let down and betrayed, and victims of terror are still not protected from being hacked and intruded on by the press.” I saw this years ago and I had a proper response (the other idea to shoot them in the head was instantly rejected by myself). You see, the media needs money and as the media is becoming ever pressured by peer pressures, they have to keep on adding the pressures. At first I thought that there was no real solution, but I got to thinking (I do that at times) and as I saw the desperate movement to digital dollars and revenue I saw a solution. You see, what is possible that judges can set the media, towards a new profit driven revenue and as such these people lose there tax exempt setting. Those ‘media’ dodo’s relying on 0% VAT now become fully VAT responsible. A month for every transgression. As such they will face a new adversary, not that pussy organisation called IPSO, but the MP of the victim and a group of three judges, one from the district the victim is in and two additional judges. They decide the fate of the transgressor and when found guilty that Media outlet will face the 20% VAT on the revenue they have that month. So these publications, like magazines, and newspapers will face the brunt of the VAT from 0% (I think it is 20% in the UK at present) and there is no hiding behind the people have a right to know. When you transgress on the privacy of people you get to pay the price. There might be a few snags in my way of thinking, but the publications that this is bound to happen we get to see all these media people crying like little bitches, just like they did at the time of judge Sir Brian Henry Leveson.

Even if it doesn’t come to pass, we can TikTok and Youtube the hell out of these media alleged transgressors and if we learned something in this last two years than it is that they are feeble and money hungry, suddenly lose 20% a month at a time and they might consider being a little more ethically acceptable towards the mess they made themselves.

Just my take on the matter and I reckon even if Nathan Sparkes, Hugh Tomlinson KC, Dr Rosa Malley, Emma Jones, George Eustice, Hugh Grant, Jacqui Hames, Mandy Garner, Professor Paul Wragg, Professor Steve Barnett, Terrence Tehranian don’t think it is achievable or practical, they will go into the weekend with a giggle and a big smile. Isn’t that worth reading this article? 

It also serves as deterrent as the masses of the world are looking for larger solutions to keep the media in an ethical place. Just my 0.0284 cents on the matter (2 cents adjusted for inflation).

Have a great day today.

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The bird is the word

Yup, at times we get to be not so nice. A mere 30 minutes ago the BBC ‘alerted’ me to the news that ‘Trump says he is cutting off trade talks with Canada’ (at https://www.bbc.com/news/articles/ckg629n7wzvo), now I do not know what actually started this wave of intense silliness, but there you have it. And the text behind this is “US President Donald Trump has said he is cutting off trade talks with Canada “immediately” as the country looks to start enforcing a tax policy targeting big tech companies.” I reckon that after his bash into Iran and the ‘big win’ (not sure if that is the right title for it, but the media runs with it) he thought that revisiting Canada was the way to go (that is his decision). Yet after the insults and the threats there is a real cause for Canada to enforce the setting of following through on ‘threats’ and Canada has had enough. There is the underlying thought of not waking up sleeping dogs, but there you have it. And for the record Prime Minister Mark Carney has a lot more economic insight than I do. Considering that my abacus actions saw the American economy collapse even before President Trump acted in the not so intelligent way he did, but as Tourism collapse in America will be down an estimated $12 – $21 billion this year and even as they are ‘focussing’ on America 250 (OK, that is a landslide number) the fact is that as tourism, which includes business travel, bed and breakfast, hotels, theme parks (even Disney states: ‘Epic Universe is Dead’) the impact of that much losses will drive small businesses out of commerce, as such America has nothing to be proud of. And as we see YouTubers giving a similar message there is a lot of concern. Even in America. As such I am predicting that the damage is larger than we see. So as the media is happy to split hairs (all for the benefit of digital dollars) we get to see ‘prompts’ that America cannot go bankrupt. In theory they are right, but when America has to forfeit on its loans, the effect nowhere near as dramatic as is given by the media. You see, This is where the vulture funds come in. Milking a nation for everything it has. American Wall Street did it to Argentina in 2005 (it might have been 2010), now Wall Street will do it to America because business is business and at that point Canada will get waves of Americans trying to get away from it all. I reckon that Canada can keep the shortages they have (doctors, nurses and such) but the rest is stuck in America. So how does that feel when immigration turns on the Americans? 

Elon Musk was seemingly on that page months ago, but now as the gloves come off, America will feel the pinch of all that interest that comes with the USCCD (US Credit Card Debt) of it states $36,210,000,000,000, which should be over 4.06% an expected interest now. As the US bonds are said to be about 6% consider who will take the risk of investing any amount where the return on investment to be well over 16 years. As I personally see it, this becomes an increasingly risky investment as some see the end of America in less than 5 years. So as Saudi Arabia is celebrating its 2030 point, America is decently heading for doom in less than a week, because the people will talk on this America 250 party. A quarter of a millennia and it mined itself out of existence and into the abyss they dug for themselves. Is this doom speak? 

It is fair to see it that way, but consider that America bombed Iran out of the nuclear age and USA Today gives us ‘Key parts of Iran’s nuclear program still intact, says Pentagon report disputed by Trump’ As such I do not know where I stand, but if the media has ‘valid’ views by the Pentagon (not some intern who works there) President Trump might be merely relying on the court win of ‘Trump handed ‘giant win’ as Supreme Court curbs judges’ power to block his orders’, as such it is my personal view that President Trump needs all the friends he can get, but as it stands, he is burning the bridges behind him and now as Canada is showing some teeth, the game gets nasty and PM Mark Carney also has European friends now (beside the Commonwealth, who he already had) and as this ‘fight’ intensifies, Australia, New Zealand and the United Kingdom will side with their bigger brother as no one wants to side with a potential loser. That is what America has become ‘a loser’. Do you remember the old saying that America gave us all? It was “money talks, bullshit walks”. A setting that America will soon be embracing against their will as they will claim that they armor than ample to ‘turn it around’ and that is where it gets less outspoken for America as it stands as we are given that “The UAE maintains its position as the world’s biggest wealth magnet, with a record net influx of 9,800 millionaires predicted this year”, oh wait, didn’t I say that before? Yes, I did. I made mention of it with “You see if America cannot pay its debts, America becomes the third world country no one wants to visit and that makes it a nasty place within months. America has around 22 million millionaires. I recon that at least 15 million will get out in time, the rest is not ‘rich’ enough and those with a jet (around 15,000 of them) will go to any country that will take them and they will move fast.” I stated this in ‘All dressed up’ (at https://lawlordtobe.com/2025/05/31/all-dressed-up/). I did this on the last day in may 2025. So merely a month ago, I made mention earlier, but not is such a strong way because I thought that this day was way off, but the American administration has created a negative economic wave of such magnitude that it makes a tsunami a mere pebble splash. 

That is, what you think is (utter) BS, but we now see “The UAE maintains its position as the world’s biggest wealth magnet, with a record net influx of 9,800 millionaires predicted this year.” As such this year 9,800 millionaires are vacating to the UAE. Wanna guess how many are Americans? So whilst America is still believing that America is doing great. As I see the old expression of rats leaving a sinking ship (no negativity towards these millionaires who sought better places to be). We need to see the reality of the setting and here they also pissed off Canada. As such President Trump might  seek to ‘a second chance’ the question becomes, why does Canada want to do that? In that same air, so will the other Commonwealth nations reconsider why America is a good deal. 

And those who are insisting it is, it is fine, but some media spokespeople have a lot to lose and they need to cash in before it is too late for them. As such the media is really not the trustworthy player you want to bet on.

So as we take notice of “the US president said he was ending talks due to what he called an “egregious tax” on tech companies and added he would announce new tariffs on goods crossing the border within the next week.” Everyone needs to remember that this tax setting is the one president Trump orchestrated (together with the 51st stated mentions) as such he might be feeling a rather large pinch from Wall Street soon enough. So whilst some might focus on “Canada’s 3% digital services tax has been a sticking point in its relationship with the US since the law was enacted last year. The first payments are due on Monday.” A setting I understand is badly received a year ago and that is fine, but they had a year and now as payment is due, those who are unwilling to pay will lose ‘advertisement population’ and that is the crux in a lot of digital settings. As I see it, they all want to make advertisement money and it is why I created an alternative two years ago. Not absent of advertising, but the cut of advertising on every page. That kind of advertising was done as I saw it. It is like a union of a crack whore with Direct Marketing, which much to vile to my taste and the people around me are starting to see this setting and that is the second phase of my ultimate win (I am still a little delusional on this). As I see it Amazon could gain a new niche income there, although I feel better about it if they had made the jump earlier. Now it becomes a race (of sorts) between Amazon and Tencent. The hungry one wins was my initial setting, but it also requires insight and that tends to be lacking in Americans (a personal view).

You might think that I am anti-American, but I am not. Merely a person grabbing for the supposed facts and I am pro-Canadian, I am a Commonwealthian after all. So feel free to disagree, but get the facts out. As far as I know, I have been doing that.

Have a great day and for the Americans here, lets be fair. A small sign to show you what I think of the American administration at present.

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