iiinova — where your digital self keeps evolving

Arthur N. @arthurn.bsky.social · 8h

Please tell me this is an Onion headline.

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Kevin Rothrock @kevinrothrock.me · 8h

On the other hand, it's not the worst idea to self-isolate when you're horribly sick.

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Arthur N. @arthurn.bsky.social · 8h

Isn't this the sequel to Throw Mama From The Train?

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Arthur N. @arthurn.bsky.social · 30/09/2026

I love this! ( I mean that I love the satire, not that I love this kind of show, 'cause I don't. )

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Tom Larkin @tomlarkin.bsky.social · 27/09/2026

We’ve spent many, many hours over the past few months searching the rock pools of Cornwall for a rainbow sea slug. Today, we finally found one! Absolutely worth all the time we’ve spent - it was truly breathtaking.

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Arthur N. @arthurn.bsky.social · 29/09/2026

A.I. is such a terrible business, Trump refused to attach his name to it. In fact, he wants to label it with the complete opposite name and call it "Super Intelligence".

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Arthur N. @arthurn.bsky.social · 29/09/2026

I thought this was in Atlanta

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Arthur N. @arthurn.bsky.social · 29/09/2026

Too be fair, he's only interested in steal, not steel.

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Arthur N. @arthurn.bsky.social · 29/09/2026

$413,000,000,000? That's all? I can probably find that much down my couch cushions.

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Dave Karpf @davekarpf.bsky.social · 29/09/2026

OpenAI’s dots have extreme slurp juice energy.

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Ed Zitron @edzitron.com · 29/09/2026

Reuters got some of the IPO docs. Anthropic is a total dog of a company. Spent $12.6bn to make $4.6bn in revenue in 2025, $7.33bn of which was compute costs. Operating loss of $8bn. Losses getting worse year over year. Amazing stuff www.reuters.com/business/fin...

Summary
Companies
• Anthropic IPO could value the company at more than $2
trillion
• Anthropic lost $42 billion in 2025
• Al lab spent $7.33 billion on compute and infrastructure last year
• Operating loss widened to $8.06 billion in 2025 from $2.98 billion in 2024
• Execs, industry analysts have expressed concerns over harms of Al tech
Sept 28 (Reuters) - Anthropic is making a massive bet that Al will transform the global economy more profoundly than industrialization, electricity and the internet, according to its IPO prospectus seen by Reuters.
But the cost to get there will be staggering. Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the
prospectus.

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Faine Greenwood @faineg.com · 26/09/2026

This is another great, approachable explainer on “the rationalist wackos who have managed to take over much of the AI industry, and who now have tons of money and political power.” www.iankduncan.com/personal/202...

iankduncan.com

Sex, AI, and the Apocalypse - Ian Duncan

How a community devoted to thinking clearly incubated salvation stories, abusive experiments, race science, and an affection for autocracy, and why that history matters now that its alumni are asking ...

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Arthur N. @arthurn.bsky.social · 28/09/2026

Iowa's pretty flat, so if Trump is promising a steep plant, it's probably just another lie. 😉

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Amy Rae Hill @amyraehill.bsky.social · 27/09/2026

Cassiopeia A, always getting her picture taken, stunning in green and orange or purple and gold #sciart

Tea set featuring Cassiopeia A, JWST's MIRI image on the teapot and the Hubble image on the mug. Two cats with helmets float on the teapot.

Tea set featuring Cassiopeia A, JWST's MIRI image on the teapot and the Hubble image on the mug. Two cats with helmets float on the teapot. Top of teapot.

Tea set featuring Cassiopeia A, JWST's MIRI image on the teapot and the Hubble image on the mug. Two cats with helmets float on the teapot. Mug detail.

Tea set featuring Cassiopeia A, JWST's MIRI image on the teapot and the Hubble image on the mug. Two cats with helmets float on the teapot. Cat detail.

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Emo Philips @emophilips.bsky.social · 24/09/2026

I’m ecstatic about my looming tour with the marvelous mirth-purveyor, Tim Cavanagh (represented here by the tiger); to wit: Osage Beach 9-30 St Louis 10-1 Peoria (kinda) 10-2 Champaign (adjacent) 10-3 Indianapolis 10-4 www.emophilips.com/events

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captain bleach @blainecapatch.bsky.social · 12/07/2023

austrian policeman: did you get a look at the people who killed your baby, mrs. hitler? mrs. hitler: yes they were all wearing silver time travel suits and saying something about updog austrian policeman: what's updog mrs. hitler (to camera):

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Frank Conniff @frankconniff.bsky.social · 27/09/2026

Watched that Backrooms motion picture last night. Very good. Obsession was also excellent. If this is the kind of cinema the crazy kids today with their hula hoops and fax machines are giving us, I’m not going to yell at them to get off my lawn, I will instead welcome them with lemonade and cookies.

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James Fallows @jfallows.bsky.social · 26/09/2026

And, in "It never gets old" territory, this from tenured pundit:

Headline from March 2026: 'The War Is Going Better Than You Think'

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Alex Gibney @alexgibneyfilm.bsky.social · 24/09/2026

The trailer for my new film, "Musk," has just been released.

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Your Internet Friend Tom Tomorrow @tomtomorrow.bsky.social · 26/09/2026

finally, howard the duck gets his moment

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Ed Zitron @edzitron.com · 25/09/2026

Here's this week's monologue. I talk about how $200bn-$300bn of AI GPUs are sitting in warehouses, how hyperscalers are overstating their AI capacity, and why the AI overbuild is magnitudes worse than the Dot-Com era's "dark fiber." www.youtube.com/watch?v=ZFu5... linktr.ee/betteroffline

youtube.com

Monologue: The AI Data Center Overbuild | Better Offline

YouTube video by Better Offline

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Arthur N. @arthurn.bsky.social · 26/09/2026

These Times Tech Reports with guest Ed Zitron are always worth a listen. Almost every appearance by Ed, he'll deliver a scorching take on a person or company that makes me blurt laugh so loud that I worry whether I might have a window open, and I'll be disturbing the neighbors.

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captain bleach @blainecapatch.bsky.social · 25/09/2026

Paul F. Tompkins is the funniest man on Earth

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Jared Yates Sexton @jysexton.bsky.social · 26/09/2026

Just helping with editing here. These bots aren’t sentient. They’re doing what they’re programmed to do. OpenAI, a private company supposedly bound by laws, committed federal crimes.

Screenshot of BBC article: OpenAI bots (struck through) meddled with multiple US government agency sites

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Arthur N. @arthurn.bsky.social · 25/09/2026

I'm sure it's just a fluke, and I'm still looking forward to the arrival of the AI toilet I have on order.

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M Meerkat @kackbro.bsky.social · 25/09/2026

Joe Walsh Is Right......

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weeder @weeder.bsky.social · 24/09/2026

God, grant me the courage to change the things I can and incredible new powers to change the things I can't.

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Arthur N. @arthurn.bsky.social · 23/09/2026

Good news! President Trump has announced that he will wrap the war up with Iran just as soon as the IRS finishes auditing his taxes.

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Arthur N. @arthurn.bsky.social · 23/09/2026

ABC News is sure obsessed with those people coming out of the sewer in NYC, despite the total lack of evidence that they're cannibalistic.

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Arthur N. @arthurn.bsky.social · 23/09/2026

Not enough women's restrooms.

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TheBossRoss 🧶 @thebossross.bsky.social · 23/09/2026

Many think that AI is safe to use for simple tasks that require no 'research'. Here's an example. A black-and-white photo. AI was asked to colour it. What can go wrong, right?

A black-and-white family photo. A Christmas scene, the family gathered, all generations, next to the tree.

A screenshot of the command. Ai was asked "recolour this image"

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M Meerkat @kackbro.bsky.social · 23/09/2026

THIS 👇 HERE TOO.......

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John Scalzi @scalzi.com · 23/09/2026

I've known @josephscrimshaw.bsky.social for years and am delighted his movie is getting traction!

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JosephScrimshaw @josephscrimshaw.bsky.social · 22/09/2026

ROADSHOW VIDEO DIARY 6: Myself and Dead Media have arrived in Austin for the Texas leg of the tour and THERE’S SOMETHING EXCITING OUTSIDE MY WINDOW. 3 nights, 3 cities: Austin, Dallas, Houston! Tix & info: www.antennareleasing.com/films/deadme...

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Carl Quintanilla @carlquintanilla.bsky.social · 23/09/2026

Steely Dan’s album “Aja” turns 49 today. So take a few seconds to watch Jay Graydon replicate his iconic guitar solo on “Peg”. 🎸 💕

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Ed Zitron @edzitron.com · 23/09/2026

I don’t know how you read this and say that AI is going to work out financially speaking. This is a senior person at Fidelity saying money invested in AI is dead, and has been for more than three months. How much louder do people need the sound to be?

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Ed Zitron @edzitron.com · 23/09/2026

Fidelity’s Director of Global Macro saying that the AI trade has been “dead money” for three months, and that it’s inflationary, meaning (as I’ve discussed multiple times) that the more debt they raise the more expensive debt becomes and the more they build data centers the more expensive it gets

Post
...
Jurrien Timmer @TimmerFidelity
X.com
On the Al front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up.
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500
475
450
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350
325
300
275
Al Metrics
Daily Data. Source: FMRCo, Bloomberg
• GS Al basket
387
359
56%
283
249
200
175
150
•Silicon Data LLM token expenditure index (50d chg)
•Silicon Data H100 GPU rental index (50d chg)
•Silicon Data A100 GPU rental index (50d chg)
Aug-25 Oct-25 Dec-25 Jan-26 Mar-26 May-26
Nov-24
Jan-25
Feb-25
Apr-25
Jun-25
Data as of 9/20/2026. Past performance is no guarantee of future results
Jul-26
70%|
60%
50%
40%
30%
20%
0%
-10%
-20%
-30%
-40%
-50%
-60%
Sep-26
A Fidelity
8:45 PM • 9/22/26 • 32K Views

Jurrien Timmer &
@TimmerFide... 2h S •
Yes, Al will change our lives (for the better l trust) and down the road it may well unleash a productivity miracle that raises the economy's non-inflationary speed limit enough to keep the world's mounting debt burden sustainable. But until then the buildout is inflationary with an unknown return for the companies who are investing trillions into compute. The demand fo capital (equity and debt) from corporates is rising at a $3.3 trillion clip.
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$9,000
$8,000
$7,000
$6,000
$5,000
$4,000
$3,000
$2,000
$1,000
$0
-$1,000
-$2,000
$3,000
-$4,000
-$5,000
Crowding Out?
Monthly Data. Source: FMRCo, Bloomberg, Fed FoF Report.
non-financial corporate debt issuance (Sbi) equity share redemptions (buybacks + M&A)
Shading: US deb/GDP
inflation-adjusted
- total corporate net issuance (debt + equity)
housing bubble
+$7,924
bubble
Jun-20, +$6,597
+$3,462
dot.com bubble
Jun-00, +$3,233
+$3,999
Al capex
Jun-26, +$3,251
+$3,129
debt issuance + M&A
debt-equity arbitrage
+$123
-$197
debt-equity arbitrage
-$2.054
$2,175
-US Treasuries held by China
-$3.485
-US Treasuries held by Japan
—US Treasuries held by Fed's SOMA
—US Treasuries & agencies held by US banks
-$2,911
-$3,449
• $4,597
$3,602
$4,800
$2,400
$1,104
$1,200
$618
$600
1997
1999
2001
2003
2005
2007 2009
2011
2013
2015
2017
2019
2021
2023
$300
2025
2027
Data as of 9/20/2026. Past performance is no guarantee of future resuts
2029
•Fidelity
L71
50

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Emily✨ @emilyoram.bsky.social · 23/09/2026

Always a treat to be reminded of an old friend

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Arthur N. @arthurn.bsky.social · 23/09/2026

Geez, give Trump what he wants. The whole place can have zero exits and be built out of balsa wood, as far as I'm concerned.

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Michelle says: Be kind. Always. ❤️ @snarkysillysad.bsky.social · 23/09/2026

When a dog is rescued by a woman who loves crocheting: #AGoodPlace Source: www.reddit.com/r/MadeMeSmil...

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Arthur N. @arthurn.bsky.social · 23/09/2026

Seen in a restaurant review:

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The Onion @theonion.com · 23/09/2026

Vacationing Man Excited To Try Fast Food Franchise Not Found In Hometown theonion.com/vacationing-man-excite…

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TheBossRoss 🧶 @thebossross.bsky.social · 23/09/2026

Today's random #German word of the day is... die Dunkelziffer. 📢 [click on picture] So ... We know the no. of people who #LearnALanguage in school, uni, or online classes, but the many more who do so uncounted, privately, at home, with friends - they are the (happy) Dunkelziffer 😉

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Arthur N. @arthurn.bsky.social · 23/09/2026

Earlier today, at the UN, Trump announced that henceforth the term AI (Artificial Intelligence) is to be replaced with the term SI (Sports Illustrated). When questioned further, the President commented, "Woo-eee, that Christie Brinkley is really something!"

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