Samsung Got AI & Locked Out? Cannot Serve Two Masters ► CHINA – US
Samsung, why the frown, got AI & locked out?
Or did a Rogue ‘tap you out’?
Right, “The chips are down!”
As I said to Cisco, if you got played a bad hand, best you get out of the AI game and cut your losses.
So, ‘what’s in your wallet’?
Apple Played You!
Steve Jobs said:
“The dairy industry tried for twenty years to convince you that milk was good for you. It’s a lie but they tried anyway. And the sales were going like this. And then they tried Got Milk and the sales are going like this. Got Milk doesn’t even talk about the product – as a matter of fact it focuses on the absence of the product.”
Samsung, appears the tech industry too tried to convince you that AI was good for you. Sure, it’s a lie but they tried anyway.
My Sensei says patents can be a powerful motive.
Will Qualcomm’s Snapdragon be ‘fast and fierce’ or stop its “no license, no chips” bundling?
Read my 2023, “Priceless! Power of the Semiconductor “Bargaining CHIP.”
You see my toy and game friends, inventions the US calls ‘IP’ are powerless without “juice” or a special chip. Now, others are more than happy to carry the “chip on their shoulder.”
Nvidia, got ‘access’ to Azure, Alphabet, Meta, Oracle, IBM, Mitsui, OpenAI, Tesla, Palantir, Pentagon…
Jensen, recall my words ‘Got Chips’?
Miscalculations made: Competition ≠ Security making building within systems and networks (outdated or not) inane, tricky, and costly, even with expertise and intact supply link.
Just ask the ‘Update’ experts, Microsoft, CrowdStrike…
Symbiotic or Parasitic?
DeepSeek may remind you two masters you cannot serve.
ROK, Halloween? Boo or Boogeyman!
US, is Taiwan not in your interest?
From DMZ view, both Kims are friends of US.
From China’s vantage point her power trumps US.
Japan too has a vantage, steel!
ROK, no pipeline for US, lest you fall prey to ‘hour of the tiger’!
Samsung, sooner or later, supplies or logistics can be HELLium!
SK Hynix doesn’t share, so get or buy your own!
Appears ROK is closer to DPRK than you think.
Rogue not new to them, Intelligent or Artificial.
US, what does it say when ROK has 14 MoUs with China on trade and tech, yet your ONE Memorandum of MISunderstanding with Iran went down with their ship?
Japan or Taiwan?
Sure, one’s got a steel foot in US Steel and the other the silicon arm in T.S.M.C.
But what’s the future of Taiwan Strait?
U.S., best you focus on China’s immediate risk to you.
Lee, sooner or later the imbalance of one foot in China and one in US will land you on your back.
Resulting in both Mastering you.
Until the US becomes a Master of none!
Of course, Samsung, you’re not the only one.
As I said four years ago, “Elon and Bill: Puppets Working for the Same Master?”
Both Rocketman and Billy Goat are in for a ‘rude awakening.’
Both will discover things have a way of ‘coming full circle’, on earth and orbital & nuclear space.
Ahh, but who is the “Big Kahuna?”
Da Node “Big Kahuna”
ROK-CHINA proximity accelerates a ‘parallel system.’
Samsung operations in Wuxi, Dalian and Xi’an ideally sit in midland China and near the Yellow Sea.
Liken to a whale with barnacles at its neck.
Yet, in your mutualistic relationship, you fail to see those tugging at the whale’s ‘heels.’
Samsung do you too see US as Japan‘s Takaichi does, ‘the most mutually trusting of allies’?
My Sensei shares that Son is a rare Rainmaker to the King.
A Japanese or a Zainichi Korean?
Son, in between a Kingdom and an Empire, you have no way out. Serve one or the other.
But who is the Kingmaker?
Oracle, you too had no way out. Samsung received your call.
Buffett bit less, not more of the Apple.
Still the red fruit rides Skyhigh with chips in the Works!
Take for example, Skyworks Solutions, Inc. an American semiconductor company headquartered in Irvine, California.
Yet, Skyworks locations are in the Americas, Europe, and Asia (including China and Taiwan).
If US companies are indeed either IDMs or Fabless, which of the two does Skyworks fall under? More importantly, is semiconductor fabrication processing done in the US or out of the country? If so, are there risk management systems in place?
After 10 years, appears Skyworks bet on Qorvo.
Bet you can’t call ORACLE and bet once more against the HOUSE?
REWARD POINTS Rat Race! Shop till drop!
Tripartite operations are common. Seller +$Addict + Pusher
Samsung Galaxy Card + $Visa + Barclays
iPhone Apple Pay + $Mastercard + J.P. Morgan Chase.
One question. Why would a bank want to take part in a tripartite operation when it’s losing money?
Ask Wells Fargo and Column N.A. Reportedly one took the place of the other.
Sure, but you need a ‘middleman’ connecting the suckers and points right Bilt?
Hmm, gone are the days of Capital One asking, ‘what’s in your wallet’?
Today, its Autonomous Artificial Intelligence (AAI) agents of the COMMERCE Wench! She’s open 24/7!
Prediction markets got nothing on us say the vendor bots. We got ‘surveillance pricing’!
Just like the Feds, we want to know where you’ve been, going and are at NOW!
A Meta ‘Peeping Tom’, Meddling Muse or Apple Snoop?
‘Like taking candy from a baby’ right Mark & Senior Zuckers!
Bundler Beware a connected Brand tanks and takes you down with it!
Or, you’ll find yourself being thrown out as the ‘baby with the bathwater.’
Consumers as Cattle gravitate towards Convenience.
Outages may delay transactions but unlike hard work of mobilizing a herd, an easy cardless tap will do!
Samsung, while your name represents ‘big, numerous and powerful’, know that stars are not ‘eternal’.
Meta is learning the hard way.
Samsung, best you get out of the AI game and cut your losses.
Fabless or Pure Play?
ROK, bigger question is on US – China. Will you “hate the one, and love the other”?
Best you not get locked out again.
Choose wisely.
Credit Card Holders, Tap smartly lest you get into a stampede and left without a PENSION!