iiinova — where your digital self keeps evolving

jamie powell @ajbpowell.bsky.social · 02/10/2026

<whispers> the uk is 10-year is the best performing in developed mkts over the past year

Reposted by jamie powell

Chicago Tribune @chicagotribune.com · 17/09/2026

A senior executive at Microsoft believes AI systems built on the work of others will be seen as “an astonishing theft of unprecedented proportions” and possibly the greatest robbery of labor in human history, according to court documents unredacted Thursday in an ongoing lawsuit.

chicagotribune.com

New docs in AI copyright suit reveal startling admission by Microsoft exec over ‘astonishing theft’

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jamie powell @ajbpowell.bsky.social · 09/09/2026

there's about 50 charts which look like this which is even crazier

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Reposted by jamie powell

QuoProQuid @quoproquid.bsky.social · 29/08/2026

techno-optimists befuddled by declining popular support for “the robot that tells you to kill yourself”, “the pervert glasses“, and “the camera network that stalks you”

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jamie powell @ajbpowell.bsky.social · 29/08/2026

its kinda funny that the hyperscalers are now fighting disinformation on social media.

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jamie powell @ajbpowell.bsky.social · 19/08/2026

not really no, likely 12-13% in July. where is the re accel gonna come from? otherwise FY27 looking at high teens growth

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jamie powell @ajbpowell.bsky.social · 18/08/2026

c40% MoM cagr from dec to may, to c17% may to july. not great bob.

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jamie powell @ajbpowell.bsky.social · 11/08/2026

don't be stupid, men are getting 6x as many haircuts per year

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jamie powell @ajbpowell.bsky.social · 04/08/2026

no hard views on AI, apart from the observation $150bn of ARR is currently supporting c$20tn of market cap

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jamie powell @ajbpowell.bsky.social · 19/07/2026

they really are not helping themselves

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jamie powell @ajbpowell.bsky.social · 19/07/2026

people who invest in this fund do not want spz beta

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jamie powell @ajbpowell.bsky.social · 17/07/2026

in line with a 100% long index with 40% net is good no?

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jamie powell @ajbpowell.bsky.social · 18/06/2026

did i ever tell you i can play this on bass? thanks for asking

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Sky Marchini @sky.skymarchini.net · 16/06/2026

i'm sorry, the admin was so desperate to get rid of the algae they had a bunch of guys pouring 12% hydrogen peroxide in by hand at 6am?

bob kovach
@bkovoDC
This morning at the reflecting pool
Embedded video
[Image of workers leanding next to the refelcting pool with 1gal jugs]
6:53 AM · Jun 16, 2026
·
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https://x.com/bkovoDC/status/2066836681693565058

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Reposted by jamie powell

James Medlock @jdcmedlock.bsky.social · 14/04/2026

DOGE turbocharged the deficit. budgetlab.yale.edu/research/wea...

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jamie powell @ajbpowell.bsky.social · 17/02/2026

part of it is worries over broadband market share fading as PE-funded fibre challengers are going bust as too levered/ costs gone up too much to justify incremental capex

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jamie powell @ajbpowell.bsky.social · 03/02/2026

one of the best ̶2̶ ̶m̶i̶n̶ songs of all time

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jamie powell @ajbpowell.bsky.social · 22/01/2026

i quite like the recco algos

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Polling USA @usapolling.bsky.social · 17/01/2026

"Give us Greenland or we will increase taxes on American citizens for things that they buy" is such a masterpiece of foreign policy

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jamelle @jamellebouie.net · 28/12/2025

“it is illegal for you not to like me”

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jamie powell @ajbpowell.bsky.social · 26/12/2025

pour one out for the "the market doesn't value growth properly" bois

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Reposted by jamie powell

Keubiko 🇨🇦 🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦 💪 @keubiko.bsky.social · 10/11/2025

99% of people with fire insurance never have their house burn down. Talk about a scam!

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jamie powell @ajbpowell.bsky.social · 06/10/2025

HVAC gear does have higher margins than making terrible EVs, they could probably charge 2x the Japanese/ Koreans too for a worse product

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Dan Davies @dsquareddigest.bsky.social · 26/09/2025

I've bored on before about my view that the hidden assumption of the Left is that economics is bad and nasty, therefore the worse and nastier you're being, the better economics you're doing. The worst boss is always a squishy liberal acting how she thinks a hard nosed capitalist would.

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jamie powell @ajbpowell.bsky.social · 18/09/2025

yeah but with capex > D&A over 2x we're closer to 35x on fcf basis

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