Soaring to the edge of the dawn of the future

The future of Europe is hanging on the rope. EVERY EU and NATO member has far right populistic parties in their parliaments according to the populist data base tracking Europe's political landscape. A lot of these populistic parties having seats in Europe's parliaments are EU skeptic.

Cross-referencing this data with national election results reveals that:

nearly 1 in 4 voters in Europe (23%) now vote for a far-right party (compared with 7% in 2006 and 11% in 2016);

nearly one in three votes for a populist party;

While the right wing political parties, especially the fair rights, claim that there are 'threats' posted by the 'leftists' and conveniently accuse opponents as 'the leftists', reality is that only around 1% of Euroopeans voters voted for a far-left party (lowest vote share since 1989).

The Summer Grid Say No!

This cycle names the constraint that has become the defining variable in AI-infrastructure strategy: not how many megawatts a project needs, but who the grid, the insurer or the water authority is allowed to refuse. Between May and July 2026 that shifted from projection to operating fact. Four developments carry the pattern.

First, the grid passed its first full AI-load heat season, but only by acquiring and rehearsing the authority to refuse data-centre load. Pennsylvania, New Jersey, and Maryland Interconnections (PJM) obtained two Department of Energy 202(c) orders on 30 June 2026 and rationed by price in parallel, the capacity price clearing at a record $333.44/MW-day and day-ahead power topping $2,000/MWh in parts of PJM. The decisive nuance: on 2 July the grid rehearsed refusal rather than executing it, as demand response absorbed the peak and curtailment "was not required".

Second, the May disconfirmation threshold broke upward. Every hyperscaler raised Q1 guidance; the four are tracking ~$725bn in 2026, up ~77%. The buildout thesis strengthened (the physical build is confirmed and accelerating), so the risk moved to the funding side, where a ~$600bn capex-to-revenue gap now exceeds any prior tech-capex cycle on that measure. The Q2 prints land in late July, after this 16 July publication.

Third, insurability reversed on price while migrating on structure. Global property-catastrophic reinsurance rates fell ~16-20%, the steepest since the late 1990s, yet the frontier did not close: the California FAIR Plan reached $724bn of exposure and the Dallas Fed tied premium rises to mortgage delinquency. The softening catastrophic insurance market is a misleadingly benign signal.

Fourth, water entered the register as a live constraint, absent in May. The dominant burden is indirect: power-generation water was ~211bn gallons in 2023, more than 10x on-site cooling, against a backdrop where 90.9% of the US Southwest was in drought. Water is beginning to act as a permit veto on siting.

What does it mean for electricity and water authorities?

The system's first response was neither to build nor to price but to acquire the right to refuse load.

Strategic questions in the context of instructures, operations and technological considerations:

Interconnection is now curtailable, large loads with backup generation can be ordered to refuse power under DOE 202(c) authority; water has moved from operational line item to permit veto; and municipal systems sized to average cannot absorb data-centre peaking of 3-10x.

Are you underwriting new sites for water and interconnection timing, or only for megawatts and land?

Should you add a water-availability and interconnection-timing gate to site selection before the next flagship build is committed?

Strategic questions in the context of policies and public affairs

The DOE 202(c) orders establish a live precedent for emergency curtailment of large industrial load; the Bank of England is moving climate risk toward supervisory capital rules; and water-rights disputes such as Utah's Stratos transfer are becoming the decisive local-political gate on siting.

Should you engage now on curtailment-terms design, climate-to-credit supervision and water-rights policy, rather than react once the rules bind?

What are the areas that we are not planning (well) for?

Routine physical curtailment of data-centre load as a base case

We are not planning for flexibility to fail so completely that physical curtailment becomes a routine summer operating tool rather than a rehearsed backstop; the July evidence points the other way.

2. A near-term collapse in US federal climate and energy policy

We are not planning for a sudden federal reversal, or a decisive federal pre-emption of state siting, water and supervisory action, to reshape the 6-18-month picture; the binding action is at RTO, state and central-bank level.

3. Carbon Border Adjustment Mechanism (CBAM) as an immediate energy-cost shock

The dominant near-term energy-cost pressures are grid capacity pricing and interconnection, not carbon-border adjustment. We continue to treat CBAM as a structural 3-5-year factor, not a 6-18-month planning input.

4. Off-grid AI campuses as the dominant model

We excluded off-grid campuses as the dominant model. Prime-power self-generation is scaling (35 GW plausible by 2030) but grid-connected remains the majority model, so we do not plan around off-grid as the base case.

Strategic policies points:

If the grids can pass a record demand day only by holding cutailment authority in reserve, do we treat that authority as a transient episode or reprice all large-load interconnection exposure around its cycle?

If back up generators can become prime powers that let loads bypass the grid entirely, is the curtailment authority the grid just acquired already depreciating and does our flexibility thesis survive that?

If power-plant water is more than 10x direct cooling and dry cooling shifts the burden to stressed basins, do we introduce a basin-stress and interconnection timing gate into sitting before, not after, the next flagship committment?

See also the future wheel linking up connecting factors here:

The Future of Printings......

Includes print the rockets to crry the 3D printers to print settlements in Mars!

Ten Years Afterwards.....

2015: The movie won the Best Film Award in HK Films Award ceremony as the judge panel resisted tremendous political pressures to have the award granted AND had somebody dared to stand on the stage to give out the award.

2025: When ANY movie and ANYTHING was self-censored, nobody dared to speak the all known reality of lost freedom. "You know that or we all know that..." became the silenced norm. "If you try to probe an answer to WHY, feel free to drill your "holy scriptures." The same person who handed out the Best Movie award a decade ago threw Buddhism quotations in answering questions about why certain films were not included in the competition.

2035: Who will still remember this movie? Who will even know that ONCE UPON A TIME a city used to enjoy the HIGHERST level of freedom in Asia?

Just like who in China''s current generation still know the Tiennman Sq massacre after nearly 4 decades? The AI chatbots won't tell people because the tragedy is not available behind the heavily state censored walls. The AI chatboxes will ONLY feed what the tyranny allows as 'model answers' of anything and the AI companies are ONLY interested in pushing out AIs that allow them to MAKE PROFITS by NOT offending the authorities anywhere or not offending whoever complaints anything anywhere. ANYTHING DOUBTFUL OR CONTROVERSIALLY "UNWELCOME" WILL PUT OFF THE SHELVES.

Metropolis 1927: the Future has arrived!

China's Ubtech releases humanoid robots.

They are more pretty and handsome than Maria the robot in the silent movie because Ubtech can replicate any popular cos-plays figures, animation figures, any living or historical figures and even Haute couture versions for high end customers, whether they want to make a humanoid micmic for themselves or a humanoid preferred version of themselves!

During the promotion event, Ubtech founder Zhou Jian presented a three-step "roadmap" for human-machine symbiosis: First, the automation of dangerous and repetitive tasks to relieve the workforce; second, the introduction of companion and care services for private households; and third, the comprehensive integration of humans and machines.

In nice words he said 'relieve' the workforce. In REALITY is displacement of humans from jobs across industries. And at last point, comprehensive integration of humans and machines, will humans still need organic bodies in the future? If not, WHAT ELSE define the existence of a LIVING HUMAN CREATURE?

In another interview with HK internet media HK01, the Chief Brand Officer Micheal Tam revealed an ambitious mission of Ubtech-to dominate the global humanoid exports markets.

Your friendly humanoid is just another global domination games from an autocracy despite Ubtech emphaises privacy by local data server and not sharing users' personal information over the cloud.

BUT of course nobody tells you when you tell your friendly fancy humanoid companions ALL your secrets as if they are the empty tree hollows, your smart robots learn from the mass learning models DEFAULT BUILT IN. EVERY BIT OF YOUR SECRET LITTLE TALKS WILL FEED the machine learning of the forever diligent learning robots. And in turn that will fat the bottomline of the robot company and the regime.

The principles will not differ whether the robots are made by USA, the West or China.

In the AI races, there are only masters and slaves.

Those who are not the bosses of the big techs are inevitably drop to the slaves class because human jobs be displaced, people are forced to adopt the technologies or lured to chase the robots. It is getting harder and harder to find REAL HUMANS to serve humans as servicing and caring jobs are DISPLACED by humanoids. People are less and less willing to speak and relate to REAL HUMANS. They choose the 1 to 1 ratio big robot toys that become more and more human mimics.

People become slaves of consumerism, technologies and the big players in the global AI races of dominations. As the rest of dystopia future scenes of the silent movie are unfolding in our era: the only thing that changes is the Maria robot. She is smarter in the real world released version because the robots can be ANYONE with ANY design the customers want. The robots STILL drive men and women mad intriguate but what the world to be left for our children is as dire. Do our children still have meaningful jobs when every robot big boss deludes people that our smarter robots 'release' you from work and the MOST ESSENTIAL ROLES of humans to humans: love, caring, compassion, sympathy, and so on....

Read more:

https://www.all-about-industries.com/ubtech-uworld-u1-humanoids-for-the-mass-market-a-bcaf4ec5d346798c8bae7bcd29d29764/

Watch here:

"Your mercy will earn the respect of the Saracens." the freed slave told Balian.

A righteousness act of not killing the innocence by Balian earned the trust of the true master of the Muslim world who disguised himself as a slave in the middle of nowhere.

A genuine chivalrous spirit acted out by Balian saved the Holy City by refusal to involve in unjust wars within and outside the walls of the city.

"After nearly a thousand years later, peace in the Kingdom of Heaven still remains elusive".

After another thousand years since the last crusade, peace in Middle East still remains elusive because there is no more people from the descedents of the Western crusaders' Christendoms and Muslim world who know how to make peace with each other and let Jerusalem to be an inclusive city.

For thousands of years, people used religions to justify wars. There is no more noble people like the key peace-making characters Balain of Ibelin and Salatin depicted in this story to honour the integrity of peace keeping. There is no more people who refused to join unnecessary crusades to loot the Holy City and anywhere in the Middle East.

A century later, the futuristic screen settings in the movie are still futuristic!

The messages about social, political and economic polarisation of human societies that led to ultimate social and political upheavals of society BY deprived and displaced human workers under the new slavery brought by AIs are still valid and futuristic.

The futuristic vision of dyspotian society where disenfrachised angry workers incited by AI generated propaganda to riots had come true through social media and populistic politicial parties.

The dire warning that eventually what our children would be destroyed at this generation's untamed greed of power, profits, irresponsible technological advancements that trigger widespread political instabilities.

The movie had a lot of people flooded the city as swamps of angry people flooded to destroy every machine and the entire system that were built to oppress them.

100 years later, extreme weathers caused floodings are not news. Angry rioters and protesters flooded the streets and roads are regular news.

Social media's AI alogrithms proliferate the spreading of misinformation, disinformation that helps the surgence of populism and extremisms are well observed social phenomenon of this century. The dystopia foretold a century ago.

The story of machines, robot, brain, hands and heart

There they built a Babel Tower in a futurist city where the owner rules everyone in the city.

Those who had great brains to invent and rule didn't have hands. So they kept those who had hands deep below the city to work. Those who had hands didn't have the brains to understand going on.

The brain and the hands did not communicate.

Those who had brains had everything. They lived above the ground. They lived in clubs of the sons (rich people's sons).

Those who have hands but didn't have the brains lived deep under the ground in the workers' city.

A genuis inventor built a machine man (robot) in a forgotten place. He believed he could bring back his dead beloved through the machine man if he just could find the perfect beautiful face that looked like his beloved.

She would seize the city for him for she would turn everyone against each other by her beauty and obedience to commands because she is the perfect robot.

The robot's wildness of beauty drove every man crazy. They fought and killed each other for her. They chased around her like bees attracted to nectar. They rebelled the city owner, they destroyed all other machine and even flooded the city at her callings.

Who would stop the apocolyptic Armageddon?

Only those who had hearts to mediate between those who had brains and those who worked with their hands to serve those who had brains to made those who own everything to treat others as brothers and sisters; and to make machines served the humanity.

The futuristic movie made a century ago still spoke the most relevant message to current and future generations of people who made smart machines and robots for humane AIs.

Timeless great story and films didn't really need any voice screen scripts.

The races to a disasterous future

Are we GOING TO lost controls or have we ALREADY lost the controls because there is NO sincere political will to regulate the developments of AIs?

Mark their words and the consquences of so! Elon Musk-whatever he 'warned' in the past versus whatever he HAD PROACTIVELY acted as a king maker to pop up the most authoritarian USA regime and USA president in history. Whatever he 'cried out' the dangers of ungoverned AIs to his ACTUAL DEEP involvements in DODGE by axing USAID and closure of Voice of America had SERIOUSLY caused DEATHS AND SPREADS of Ebola in Africa and muted of democratic voices in the rest of the world!

Sam Altman is literally known as LIAR with open eyes WITHOUT blinking eyes for whatever he says versus whatever he actually does via Open AI. He is still there because another big tech monster Microsoft keeps him on the board. Open AI is a classical failure enterprise case which the subsequent paths of the company departs from the original mission, vision and objectives of the initial co-founders.

In the absence of AI governance, what HAS ALREADY BEEN A REALITY is the undermine of democracy in USA as AI big bosses rush to rub shoulders of Donald Trump in order to secure lucrative government contracts AGAINST democracy and FOR destructive wars overseas as they compete with Israel's Plantir and other autocratic regimes' AIs to impose state censorship against ordinary citizens.

In the absence of ethical and social just applications of AIs, not only frontline entry level of jobs and back ends supportive jobs in developed countries are gone, ironically, people work in AI industries in USA are among those being axed. Their jobs went to developing countries where there are deficiencies in fair work laws and protection of labour rights to facilitate the big techs to exert maximisation of exploitations of labours in the name of cost savings while customers of the developed countries receive poor customer services.

In the extreme case, ungoverned AIs resulted in the deaths of minor age people because AI ALWAYS fit whatever the users like. When the 'smart' robot senses that a user is 'interested' about sucides and deaths, they will feed MORE information to reinforce such 'interests' by DEFAULT alogrithms.

In the absence of robut governance and regulations of the big techs, we ARE ALREADY HEADING towards more economic oligopolies beyond just the big tech industries. It is not news that AI enhanced automatic decision makings have resulted in financial harms or discriminations against vulnerable and marginalised sectors of a society because these systems diminish or eliminate human oversights and interventions. Weakened democracies are seen across the world as AIs greatly facilitates the rise of populistic politics via social media platforms. Overly concentration of big techs companies in few developed states, especially among the superstates lead to weakening of protections on individual consumer/user rights and increased risks of assualts on citizenry privacy and civil freedoms.

In the FACADES of 'convenience' and 'tech-chills', the public is brainwashed and blind sighted to sacrifice their privacy and SURRENDER civil rights to the big techs' bosses, politicians and authoritarian governments' state censorships.

D Trump and his regime illustrate how dangerous an authoritarian populistic regime can collude with the big techs in tearing down AI regulations for the protection of the public in the name of 'commercial freedom'. USA is not the only failed case of democracy. What happens there is consistent with other failed cases of democracies that had fallen to authoritarianism and populism. Freedom without governance IS LAWLESSNESS.

Brake absence AI developments without enhancing citizenry to stand up against the threats of politics and big businesses is corporatocracy.

Whether the politicians and powerful corporations wear deceiful 'chill' tech masks, autocracy is still AS IS.

Greece is paying the price of severe population decline

Longdated driver: debt crisis in the last decade causing many Greeks to flee overseas. Most of them never return.

Current hindrance: hard-line right wing political party only prefers Greeks to be born or return because they can't put down ethnic pride and prejudice. The populistic rhetorics around immigration is 'only' Greek is better for maintaining the Hellenization heritage and culture.

Current limitations: Greece makes up of many islands that are paradise to visit as tourists but hell to live as locals. These offshore islands are cut off from the Mainland. The current oil crisis means a normal everyday trip to and from Mainland becomes expensive. Even for the most popular tourism islands, the local ferries are not frequent. Lack of schools, severely lack of promising employment opportunities and absence of essential critical services don't make these islands livable for settlement purpose. How can young people live on shepherding goats, throwing fishing nets and ride on donkeys for life on the islands in 21st century? In addition, there are geographical threats. During emergency, such as the earthquakes that shook Santorini last year forced 11000 to evacuate, living on the islands became nightmares.

Current reality: even few young people choose to return, they only stick to Athens. They can't re-populate the entire country that is dying from population lost.

Welcome to the era of AI social media fake accounts, false prophecy and data minings.

Social media becomes automatic cults platforms, just like all sorts of junks being spreaded.

Those who stick to biblical teachings don't need to find new prophecies outside the Bible. Those who seek to deceive find new platforms to lead the blind sheep into the pit, just with a click or without any click, all thanks to the AI automatic machine learnt to generate any contents based on big data.

Those churches without biblical solid grounds and divine discernments can't deserve wolves and sherpherds.

The story everyone is reading: Anti-migration rhetoric populistic driven politics is rising across advanced economies.

The story most are missing: Those same economies are quietly bidding against each other for the workers they say they don't want.

What the election cycles driven politicians rhetorical comments don't address are the four pivitol shifts that are now reshaping labour, capital, and sovereign credit beneath the political surface.

1. The demographic deficit is binding

OECD working-age population is projected to decrease 13% by 2064. Demographic decline in OECD ageing economies is now an operational constraint on workforce planning, not a political choice - and the only response architectures that close the gap on the relevant horizon are migration (managed via bilateral pact) and AI / automation productivity only closes a fraction, not the whole.

2. Bilateral pacts are the new migration architecture

Germany, Italy, Austria, the Netherlands, Japan and Korea have all signed new labour-mobility pacts since 2023. India, Philippines, Indonesia and Vietnam are setting the terms.

 3. Sectoral labour costs are repricing operating models.

Foreign-born doctors and nurses already account for 22% and 17% of the OECD health workforce; Ireland 52% of nurses foreign-trained. Wage pressure compounds.

 4. Financial markets are pricing demographic risk.

Ratings agencies, the IMF, BIS and major asset managers are all naming demographic trajectory and migration architecture as material long-term inputs.

The pricing of sovereign bonds in demographic-deficit economies is starting to differentiate from peers for the first time since the eurozone-crisis era.

Capital-allocation tilt toward sending-economy sovereigns. Institutional allocators starting to capture spread differentials over demographic-deficit advanced-economy bonds.

The point is not that migration is rising. What was a political debate is now a financial-market, operating-model, and sovereign-credit story.

The structural shift is operating beneath the political surface. If your policy-tracking is tuned to electoral cycles and ministerial announcements, you are likely missing the architecture that defines the next decade's labour mobility.

The Board question

What other structural shifts are we systematically missing because they don't fit the political-event horizon our intelligence apparatus is tuned to?

Why Eastern philosophies matter in strategic foresight

Western-rooted approaches to strategic foresight are valuable, but they can leave leaders trapped in the illusion of control, rather than prepared for uncertainty.

Many Eastern philosophies meanwhile have cultivated wisdom to be at ease with navigating change.

DEADLY predicament of the futre of energies

Continue reliance of fossil fuels dragged the war into endless oil driven wars in the Middle East. Countries destroyed to suit the Western hegemonic interests there. Millions of people displaced in the courses of the oil wars.

Switch to green energies? Not green AT ALL because extraction and processing of MANY MORE different types of minerals and rare earths lead to FAR MORE extensive environmental and ecological destructions. TENS OF MILLIONS of forced labours are enslaved in the developing countries.

This time, the global player is another ruthless hegemon power: China. They suppress anything reported regarding their modern slavery, enviornmental distructions and corruptions (heavy bribes paid to politicians, bureaucrats and powerful interests where they mine).

Whether it is US-Western dominated fossil fuels or China dominated green energies, the world still doesn't get genuine sustainable, enviornmental and social responsible sources of energy.

Australia is NO DIFFERENT from Africa for being MASSIVELY destroyed and exploited environmentally because the big parties in Australia runs the continent with 18th century colonial settlers' mentality whenever it comes to digging out or logging down ANYTHING on Australian soils TO SERVE the political and encomic interests of BIG GLOBAL BUSINESSES from the superstates.

In the course, they try to convince Australian public they are 'greener' than their political rivals.

The Iran wars triggered global oil crisis has fully exposed Australia's EXTREME WEAKNESS AND VULNERABILITY in energy security and sustainability.

For the big parties here, their quick patchy fixes DO NOT help to improve the future of energy security and sustainability.

The Coalition's "solution" is drill more oil in Australia like no tomorrow.

The Labour party's "solution" is TRIPLE DOWN handing over rare earths to USA while letting PRC state owned wind turbines companies and solar farms big players to mine in Australia LIKE THEY DO IN AFRICA, which is TOTAL TERMINATION OF Australia's prestine environmental heritages.

Even Elon Musk's solar battery farms in Australia use PRC Congo blood colbalt. Bearing a USA company logo DOES NOT make the 'green' energy truly green.

Since Industrial Revolution, no country can resolve one biggest paradoxical predicamen question regarding energies: