iiinova — where your digital self keeps evolving

crabstorage @bsky.crabstorage.com · 28/09/2026

@edzitron.com im trying to put together sources and info to fight some Cloverleaf shit here in Madison. Is there a better way to search your newsletters than just clicking on each of them and ctrl+F? The gist is Public Service Commission sets the rates that utilities are allowed to charge.

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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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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%
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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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$0
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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
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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
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crabstorage @bsky.crabstorage.com · 22/09/2026

sent as private, probably because they don't want it anymore public than it is already, but this will be the best $37 anyone ever sends me, fuck you larry

a venmo payment for $37.42 from Oracle as part of a class action settlement

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Robert Evans (the Only Robert Evans) @iwriteok.bsky.social · 20/09/2026

Worth noting Hunter S. Thompson wrote, arguably, the best piece of traditional journalism in his entire career about Salazar's assassination. 'Rumblings in Aztlan' is still important reading. scribd.com/document/422925808/1297809321-Strange-Rumblings-in-Aztlan-small-pdf share.google/vm05Tb8Khzuk...

share.google

Client Challenge

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crabstorage @bsky.crabstorage.com · 15/09/2026

Please read this. I know I post a lot of shit but really really really you should understand what's going on with the discourse on this right now and how essentially ALL tech media has failed to do its duty, taking press releases at face value instead of critically.

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Jason Schreier @jasonschreier.bsky.social · 11/09/2026

This week, PlayStation announced that it had pulled out of publishing Hideo Kojima's next game, Physint. But the company didn't give a reason. So I made some calls. Here's why PlayStation bailed and why Xbox snapped Kojima right up: www.bloomberg.com/news/article...

bloomberg.com

PlayStation Ditched Hideo Kojima’s ‘Physint’ on Budget Concerns, Missed Deadlines

The legendary Japanese creator of ‘Death Stranding’ will take his new game to Xbox

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crabstorage @bsky.crabstorage.com · 03/09/2026

You can't separate this artist from her art when she's sworn to use every penny of income from it to perpetrate hate.

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crabstorage @bsky.crabstorage.com · 01/09/2026

im desperate for dopamine atm please enjoy my sleeping cat and a picture i took of the moon the other day

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crabstorage @bsky.crabstorage.com · 29/08/2026

word on the street is you should be sure not to miss the finals tomorrow at 10a EDT. Beeve v. Anyujin v. Horror v. Karin it's sure to be a real firecracker

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Strangers in a Tangled Wilderness @tangledwilderness.bsky.social · 26/08/2026

Only assholes cross picket lines.

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crabstorage @bsky.crabstorage.com · 20/08/2026

i had a theory 18 comparison open this whole run so it was better than I thought it was LOL

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Reonu @reonu.bsky.social · 09/08/2026

PSA: Somebody who isn't us bought the banjorecomp dot com domain and is distributing malware while passing it as the official website for the Banjo: Recompiled project. DO NOT fall for it. ONLY download it from our GitHub page. If you know of a way to get this taken down, please reach out.

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crabstorage @bsky.crabstorage.com · 07/08/2026

holy FUCK what an unbelievable amount of work to put in to land that gut punch

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crabstorage @bsky.crabstorage.com · 30/07/2026

please read her writing, i can't possibly promote her enough

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crabstorage @bsky.crabstorage.com · 24/07/2026

I was so excited to get it without save states that I completely forgot to finish doing the star to get an xcam time

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crabstorage @bsky.crabstorage.com · 20/07/2026

The Expanse. It's bold to claim that it exceeds the books but it's really something special (especially the audiobooks, Jefferson Mays is utterly incredible and genuinely influenced the show's casting imo) and if you watch it, at the end of season 3 realize SyFy cancelled it on that cliffhanger.

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GTM @gtm5471.bsky.social · 15/07/2026

If you are a speedrunner who streams on Twitch and grinds your game(s) a decent amount or very frequently on Twitch please reply with a link!!!

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Ed Zitron @edzitron.com · 15/07/2026

hahahahaha it's joever

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Lizstar @lizstar.bsky.social · 12/07/2026

Lindsay Graham was announced dead during GDQ's finale GDQ killed Linsday Graham.

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crabstorage @bsky.crabstorage.com · 07/07/2026

bringing my regular 'portable stream' stuff with to GDQ (steam deck and dock), if you tune in to one of them and watch for an hour (or sub/gift, but don't spend money), you will earn this incredibly scuffed twitch chat badge i just made lmfao

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crabstorage @bsky.crabstorage.com · 28/06/2026

kubernetes but it's a bunch of steam decks playing balatro on each other

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crabstorage @bsky.crabstorage.com · 23/06/2026

fuck sake, parked car for the night, handbrake cable immediately snaps

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crabstorage @bsky.crabstorage.com · 15/06/2026

I bet this guy is gonna be salty as hell when I move all my shit out of this door in 2 days.

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Jared Yates Sexton @jysexton.bsky.social · 01/06/2026

I know it’s a big ask, but everyone needs to watch more interviews and panels with CEOs. They are so disturbing and repellent but to really face the reality of not only the fact we’re in a class war but the nature of who it is we’re battling, and the future they are authoring, is essential.

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Ed Zitron @edzitron.com · 28/05/2026

Mark Zuckerberg in 2025: we are seeing the initial signs of life inside the computer. This is a new era for humanity Mark Zuckerberg in 2026: screaming at Naomi Gleit to “make his kubernetes more bare metal” and rapid fire dming Dylan Patel

Personal
Superintelligence
Over the last few months we have begun to see glimpses of our Al systems improving themselves. The improvement is slow for now, but undeniable.
Developing superintelligence is now in sight.
It seems clear that in the coming years, Al will improve all our existing systems and enable the creation and discovery of new things that aren't imaginable today. But it is an open question what we will direct superintelligence towards.
In some ways this will be a new era for humanity, but in others it's just a continuation of historical trends. As recently as 200 years ago, 90% of people were farmers growing food to survive. Advances in technology have steadily freed much of humanity to focus less on subsistence and more on the pursuits we choose. At each step, people have used our newfound productivity to achieve more than was previously possible, pushing the frontiers of science and health, as well as spending more time on creativity, culture, relationships, and enjoying life.

In an internal memo, senior executive Naomi Gleit said the new organization, called Enterprise Solutions, will be made up of product managers who lead customer engagements, data engineers who prepare client data for use in Meta's AI systems, and software engineers who integrate Meta's tools directly into the systems customers use to run their operations. The move follows similar efforts by Google and others to employ technical consultants, often called forward-deployed engineers, to customize Al for business clients.

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Ed Zitron @edzitron.com · 26/05/2026

Anthropic and OpenAI account for 50% of Microsoft, Google and Amazon’s revenues, and OpenAI’s ability to pay as much as $70 billion a year represents a mortal contract with Oracle. OpenAI and Anthropic will both - can’t just be one of them! - need to be at $200bn/yr by 2030. They cannot slow down.

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Ed Zitron @edzitron.com · 26/05/2026

We are going to win! This stuff can and will be brought to a halt. None of it is inevitable. Anthropic cannot afford to slow down. It has to grow to at least $100bn a year in revenue or it doesn’t have a hope in hell of paying its compute bills. Same for clammy little Altman.

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Tracy King @tracyking.bsky.social · 25/05/2026

I did this last year. Dreamed that Pret sold a cookie called Hairy Man. He had a solid choc chest of hair and choc sprinkle body hair. Woke up, drew it, then baked it. Him.

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Ed Zitron @edzitron.com · 24/05/2026

Me, a week ago www.wheresyoured.at/ai-is-too-ex...

Generative Al was purpose-built to grift an economy run by executives and managers who don't actually do any work. Its success has been driven by a remarkable, society-wide ignorance in the management sect, and its continued proliferation is only possible through the media's continued trust and faith in the idea that CEOs are
busy because they're actually doing work.
Yet even a Business Idiot eventually realizes that too much money is being spent, and the first one of these dimwits to cut their token budget will send the rest of them running for the doors.
We should lock them. We should make everybody who obsessed over theoretical ideas about what Al
can or will do ashamed for their intellectual deceit or constant ignorance.

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Electronic Frontier Foundation @eff.org · 30/04/2026

“In the past, to get location data, law enforcement had to use a warrant approved by a judge,” @mariotrujillo.bsky.social told @prismreports.org. “Without that judicial oversight, these kinds of tools can be abused. People can be tracked for any reason or no reason.”prismreports.org/2026/04/29/...

prismreports.org

DHS is buying access to real-time location data

The $2.9 million contract with Penlink PLX allows Trump’s Homeland Security Task Force to intercept, aggregate, and analyze calls, texts, and web activity to track people's movements

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crabstorage @bsky.crabstorage.com · 29/04/2026

if i've started thinking how new paint/floors might look in a place, I should probably offer on it, huh

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crabstorage @bsky.crabstorage.com · 20/04/2026

🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏

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Paul F. Tompkins @pftompkins.bsky.social · 16/04/2026

I can’t say more now as it could jeopardize the entire project but I am very close to developing something that WILL beat a Jet2 Holiday

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Robert Evans (the Only Robert Evans) @iwriteok.bsky.social · 15/04/2026

Games Workshop has always known the same thing the writers of Star Trek knew: if you include just a little bit for the horny weirdo, they'll spend thousands on your merchandise. This is something George Lucas only did by accident, because he doesn't really know about sex

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Heather Anne Campbell @heathercampbell.bsky.social · 14/04/2026

Ditto as the Messiah: Exploring the Second Coming through the Lens of a Pokopia-centric Theocracy

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crabstorage @bsky.crabstorage.com · 14/04/2026

anyone have an idea what actually changed in the twitch monetization agreement? i got the notif that it changed, and of course the link just takes you to the new terms, without clarifying any changes

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🔶SESADILLA SIN SESO🔶 🔜 CONFUROR 2026 @lromstar.bsky.social · 08/04/2026

Age verification will NOT make the internet safer! Pass that on!

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