iiinova — where your digital self keeps evolving

David Henig @davidheniguk.bsky.social · 29/09/2026

Hyperscalers' borrowing costs now stand above those of US high-quality firms • Borrowing costs started to climb in September 2025 amid massive wave of debt issuance • Higher costs reflect concerns around emergence of AI bubble; hyperscalers plan Capex of US$800bn this year www.ft.com/content/00f9...

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Reposted by Agathe Demarais

Those who actually study the numbers are deeply sceptical of the China Shock 2.0 narrative taking over the EU. But heck, why let the facts or indeed the absence of any actual strategy get in the way of a really good panic?

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Exhibit A is cars: after accounting for Brexit, in 2015-25 EU car exports worldwide were flat :) EU car exports to China fell, but EU firms managed to re-orient towards other markets.

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The data do not support this - For the US, re-routing via connector countries like Vietnam is clear. For Europe there is no such a trend. - EU exports to China are not plummeting. After accounting for Brexit, the EU’s market share for China's import bill fell by just 0.9 percentage point in 2015–25.

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Reposted by Agathe Demarais

Mainstream narrative of China shock decimating EU industry may be overblown • Over past decade, China accounted for just one quarter of growth in bloc's extra-EU imports • China's share of EU’s imports has barely moved over past decade, rising from 20.5% to 22.3% www.economist.com/business/202...

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Reposted by Agathe Demarais

Peter Thal Larsen @petertl.bsky.social · 29/09/2026

Indonesian island of Karimun has become hub for Russian oil exports to Asia • Karimun terminal acts as entry point for Russian oil heading to Asia - with new Indonesian origin • Data show how sanctions policy is constant game of whack 'a mole to close loopholes www.bloomberg.com/graphics/202...

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Reposted by Agathe Demarais

"While public companies routinely outline product risks to investors, few, if any, have issued warnings suggesting their technology could cause potential human extinction." www.reuters.com/business/fin...

reuters.com

EXCLUSIVE: Anthropic warns AI may pose 'existential risks to humanity' in IPO filing

It's an extraordinary warning by a company seeking to profit from the same technology.

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@chiara-malaponti.bsky.social and I will soon publish a full policy brief with more such data on the topic 😊 (and many toher topics)

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Anthropic's AI models are proving increasingly popular • On net basis Claude is model that people would like to use more the most; Grok's prospects are much less positive • Data do not account for Chat-GPT Astra 6 release, which may have changed picture in OpenAI's favour www.ft.com/content/01a7...

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Agathe Demarais @agathedemarais.com · 25/09/2026

Politicians are increasingly using AI to prepare speeches • Across English-speaking legislatures, heaviest AI-users are Australian and Canadian MPs, while US senators use it least • Voters dislike AI use for speeches more than for any other sort of political writing www.economist.com/britain/2026...

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Russia is expanding uranium mining operations • Russia produced 5% of global uranium output domestically in 2024; share rises to 25% when accounting for Russian overseas mines • Rosatom aims at controlling entire supply chain, from mining uranium to running nuclear plants www.ft.com/content/b711...

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Reposted by Agathe Demarais

Albert Pinto @70sbachchan.bsky.social · 25/09/2026

NEW: The big story is not Chinese EVs everywhere —but Chinese EV factories everywhere. And its not just Chinese firms going out. Our CM-FDI database tracks every foreign Solar, Wind, EV and battery manufacturing plant built in 21st century. cmfdi.netzeropolicylab.com

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Reposted by Agathe Demarais

Dean Baker @deanbaker13.bsky.social · 25/09/2026

Great story of AI productivity! It has created an arms race for insurers and providers try to squeeze money out of the government and/or patients. Let's put JD Vance's fraud task force on the case :)

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Agathe Demarais @agathedemarais.com · 25/09/2026

AI-fuelled tech sector now accounts for more than half of the S&P500 market capitalisation • Hyperscalers are biggest bond issuers and major infrastructure projects are mostly data centres • Even Treasuries are part of AI trade as extra power demand fuels inflation www.bloomberg.com/news/feature...

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Agathe Demarais @agathedemarais.com · 25/09/2026

KAL's cartoon in this week's The Economist

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Sarah O'Connor @sarahoconnorft.ft.com · 24/09/2026

Russia's crude output dropped in August for ninth consecutive month • August output was 1.2m b/d below level agreed with OPEC+ • Drop reflects impact of Ukrainian strikes on refineries/export infrastructure, forcing cuts to crude output for lack of storage capacity www.bloomberg.com/news/article...

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Reposted by Agathe Demarais

Please excuse me while I scream into a cushion at the thought of ALL the articles I had to write on the "UK productivity puzzle" in the 2010s www.ft.com/content/c819...

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George Monbiot @georgemonbiot.bsky.social · 24/09/2026

This @foreignpolicy.com column on A7/A7A5 had been one of my favourites, research and rabbit holing-wise bsky.app/profile/agat...

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Reposted by Agathe Demarais

Here's today's column on the astonishing, ongoing mistreatment of people with #ME/CFS. Please spread it far and wide: the only thing which can break the media's wall of indifference is seeing an article about the issue go viral. Thank you. 1/2 www.theguardian.com/commentisfre...

theguardian.com

Abandoned, dismissed and gaslighted: there is no excuse for the way ME sufferers have been betrayed | George Monbiot

Changes in guidance and science seem to have little impact on millions of devastated lives. It’s a social crisis playing out behind closed doors, says Guardian columnist George Monbiot

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Russia's sanctions-busting cryptocurrency network A7 (and its currency A7A5) keeps growing • Network had $93bn turnover in 2025, with most transactions linked to China and Hong Kong • A7A5 holders can convert coins into US dollar-pegged stablecoins instantly, with no KYC www.ft.com/content/3848...

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