2026-04-01 at

BREAKING NEWS : Iran Rebrands as A-Iran

"The SNSC notes that Aryanism is out of trend. But any transliteration from ancient language to modern global terms is trivial, so we are leveraging on the secular funding cycle's commitment to synth vibes. We've learnt from the Chinese the social importance of names that start with A. Moving forward, A-Iran will cement its leadership on administrative rosters everywhere."

The White House has signaled its intention to rebrand as A-America, in response.

time to study ML

 It's time. I'm free enough today, and the industry is mature enough ( though still full of inefficient methods ) that I am starting to catch up on popular ML terminology.


It'll be interesting to see how much of this I will brain in a decade, so 2036.

2026-03-31 at

an insufferable conflict in the Gulf

The US has seven hostages on the world stage : Ukraine and the GCC.

Ukraine, the whipping boy, shields Europe from Russia. Grunts of indignation are heard, but annoyance with the US hasn't yet risen to a level resulting in its defenestration. It will take some time for the EU to bring itself to arms.

Having tired of playthings in East and South-East Asia, the US has been on a romp in West Asia for the past 35 years. The GCC are old friends, so they still have their phones, and are expecting to pay their regular installments for protection.

Back home, trouble is brewing. It would be remarkably theatrical to have regime change happen, Trump scapegoated, having been fed healthily by the GOP for a term and a half, and causation projected upon Iran's thirst for vengeance, with cabinet officials taking minor rebuffs for incompetence. The valley's puppet masters would have their chosen king, at least for a little while.

In all of this, the only party with obvious material capability to deter the US from causing more loss of human life is the GCC.

I've many friends and some family in the US, and I'm probably more culturally American than Malaysian. But in in objective terms, the moderate way forward for the world is with the GCC taking the initiative to realign the global axis of conflict, by discarding American influence, or at least tempering it down by 50-80% from the norms of the last fifty years. It's a snowball's chance in hell, of course.

What shall we see, this April? Stay tuned!



21 hours after posting this, I'm contemplating the hilarity of Europe cosying up to Iran in an attempt to woo the latter away from Russian influence. Situationships remain unfolding.



2026-04-01 : The FT headline says the EU has no strategy about the Iran war.
  • 1. The US deleverages NATO in favour of POTATO ( Pretaliation of Trump All-in Treaty Organisation )
  • 2. RU threatens the EU, but UA is the whipping boy. UA wants to join the EU/NATO, but (1.) so the charade is UA must help all US allies against all RU allies
  • 3. IL and the US are now the firmest axis on the map. But USIL has now disenfranchised the GCC 
  •  4. The GCC is the only party with material leverage to end regional conflict with IR. In concert with the EU, they can weaken the RUIR axis

Recession my ass : not until big game falls over

Market moves when money moves.

If you get cost-push inflation ( from reduced oil infra : it multiplies up the logistics chain ) you'll still be ok as long as there are jobs on the market - govs can print, and run the economy hot for a bit. 

If at the same time financiers get cold feet and no one, not even govs want to spend, then you get mortgage collapses, and some real PE deflation. But this typically comes from popped bubbles - so for example, an AI paradigm shift, which hasn't happened yet.

2026-03-30 at

on the concept of an Asian Union

  •  1. Main motivation for the EU was, "war bad, we shouldn't do it again". This took about 48 years.
  • 2. During those 48 years, Asia was not yet developed : non-states were becoming states, new states were figuring out if war with neighbours was worthwhile or not, and the US was happily trying to make a buck while all this is going on.
  • 3. Presently, Asian states are still "teenagers", excited about individual personality, less committed to long-term relationships, yet still distrusting of adults.

on VC vs R&D

Threads chat :

Well, you surely understand that in business, money follows trust. Trust follows people who want to appear to be trustable.

If you are a hermit, then you may not seek to appear to be trustable, even if it happens from time to time by accident.

LOL

AI governance and economics in Malaysia

AI governance and economic development in Malaysia, is said to be improved in formality soon. This will be good for business and public end-users and appliance innovators.

Unfortunately, nothing I have seen in Malaysia indicates that core R&D is happening around here. For that, the AI sector will need something like 2024's National Semiconductor Strategy (NSS) which is a matter of moving as far upstream as is reasonably possible, within a global context.

Malaysia wasted the early decades of semiconductor development. Hopefully it will not waste decades flopping around AI.