iiinova — where your digital self keeps evolving

Reposted by Martin Ackerl

Tilly Norwood Moved To Trash Folder By Deranged Fan

Reposted by Martin Ackerl

I know I've said this before, but OpenAI and Anthropic should not be allowed to go public. Nor should they be allowed to borrow from the open debt markets. They present an unacceptable risk to investors and lenders, and they need cash at a dangerous scale. www.wheresyoured.at/credit-crunch/

I realize I’ve gone through a lot of technical stuff so far, but the reality is pretty simple: Anthropic and OpenAI do not resemble the financial condition of any company I could find in the history of the stock market outside of WeWork. They are unprofitable, unsustainable, and the only conditions under which they could raise significant debt would involve catastrophic failures of regulatory and ratings bodies.

Sidenote: When WeWork tapped the bond markets in 2018, it received ratings of B (from S&P) and BB- (from Fitch). Both sit below the BBB- threshold for investment-grade debt.

And while WeWork resembles OpenAI and Anthropic, insofar as it didn’t actually own any of the workplaces it rented out to freelancers and startups, it differs in how much it wanted to borrow, seeking only $500m, and the fact that WeWork had a fairly diversified customer base, which is something that (as mentioned) credit ratings, but especially S&P, tend to look favorably on.

I’ll add that the only thing worse than allowing them to go public will be to allow them to raise debt at anything other than the junkiest levels that the market has to offer. These are not stable businesses, nor are they run with much regard for their underlying capital or employees. Both of them have massive amounts of concentration risk, unstable customers, brittle economics, own virtually no assets, and have demonstrated little to no ability to reduce their costs outside of questionable accounting that doesn’t change the fact that they cannot afford their bills.

As a result of their $1.3 trillion in compute commitments, neither company can become “capital efficient” by cutting their training costs, because said training costs are the only means of further growth outside of massive price increases that are unlikely to grow their businesses.

To make matters worse, both are cutting prices to compete with each other, and per Ramp, said price cuts aren’t increasing usage:

Neither company can afford to exist without near-infinite resources, and neither company can afford to slow down due to their massive compute commitments, which have become materially linked to the future growth trajectories of effectively every hyperscaler, as well as Broadcom, which — in pursuit of becoming NVIDIA — has added ruinous amounts of debt at the worst time in history to do so.

And that’s really the biggest problem here.

1739

Martin Ackerl @cereb.bsky.social · 06/10/2026

Trump is not able to have an inner monologue anymore. He clearly hopes for another 9/11 before the midterms…

000

Reposted by Martin Ackerl

Ralph Janik @ralphjanik.com · 05/10/2026

"Als ein Faktor für Bablers mangelnden Rückhalt in seiner eigenen Partei gilt, dass die österreichischen Boulevardmedien wie die auflagenstarke »Kronen Zeitung« sich gegen ihn positioniert haben... Mit Forderungen nach einer Erbschaftssteuer brachte er einflussreiche Verlegerfamilien gegen sich auf"

spiegel.de

Österreich: Vizekanzler und SPÖ-Chef Andreas Babler zieht sich aus Spitzenämtern zurück

Andreas Babler gibt auf: Österreichs Vizekanzler, dessen SPÖ in einer Koalition mit der konservativen ÖVP und den liberalen Neos regiert, hat angekündigt, sich 2027 von seinem Posten zurückzuziehen, w...

1328258

Reposted by Martin Ackerl

Anne Roth @handle.invalid · 05/10/2026

Meine neue Kolumne, oder was KI mit Kampfhunden zu tun hat:

12710

Martin Ackerl @cereb.bsky.social · 05/10/2026

„Noch wilder wird es, wenn Firmen wie Oracle und Meta ihre KI-Schulden in Zweckgesellschaften verschieben, sogenannte Special Purpose Vehicles. […]. Seht her, nichts in unserer Bilanz, alles nur da drüben in dieser hochverschuldeten Betriebsgesellschaft – Zauberei!“

heise.de

Kommentar: KI wird nicht die Menschheit vernichten, aber jede Menge Geld

Es ist nicht die KI, vor der man Angst haben muss, sondern das Finanzgebaren ihrer Anbieter. Axel Kannenberg fühlt sich wie in The Big Short 2.

010

Martin Ackerl @cereb.bsky.social · 05/10/2026

Eine tödliche Krankheit aus einem Biolabor in [schaut noch mal nach] … Russland? Garantiert sind ab morgen alle Schwurbelkanäle voll davon. Not.

000

Reposted by Martin Ackerl

Hannes Tschürtz @hannestschuertz.com · 05/10/2026

Andreas Babler hätte höchstpersönlich den Klimawandel stoppen und Hunger in der Welt beenden können und wäre für den Dichand-Clan trotzdem der Teufel. Was für eine unwürdige Kampagne, nur weil einer nicht aus der gleichen Eliten-Sippe kommt und tatsächliche Anliegen in der Politik hat. Shame on you.

2049892

Martin Ackerl @cereb.bsky.social · 05/10/2026

Tausendmal besser als jede Ki-Visualisierung!

010

Reposted by Martin Ackerl

Ben Collins @bencollins.bsky.social · 04/10/2026

Part of why I don't like the AI-or-bust economy is the constant flopsweat of people on the news who say this HAS to work. Quit making everyone so anxious. Goddamn. If this is the next Google then why are you acting like this? I don't remember being told to buy an iPhone at gunpoint.

307121752231

Reposted by Martin Ackerl

Dani Haarmann @daniruns.bsky.social · 04/10/2026

Andy Babler möchte dem Boulevard das Geld beschneiden -> ein 71-jähriger Medien-Millionär erklärt sich plötzlich zum Babler-Herausforderer -> der Boulevard bläst die Story auf, die restlichen Medien gehen mit, Medienreform platzt -> 10 Tage später SPÖ-Krisentreffe und Neuwahlgerüchte. Gratulation!

static.klipy.com

Leonardo Leonardo Dicaprio

ALT: Leonardo Leonardo Dicaprio

514534

Martin Ackerl @cereb.bsky.social · 03/10/2026

Die Subheadline ergibt keinen Sinn. Semantisch richtig wäre „Ich hab was gegen Ausländer aber der Nikolaus muss bleiben!” Oder „Ich hab nix gegen Ausländer aber der Nikolaus muss weg!“

000

Martin Ackerl @cereb.bsky.social · 01/10/2026

Egal ob und vor allem welche Warnungen vor KI man mehr oder weniger ernst nimmt: Ich kann dieses 9 Jahre alte Video sehr empfehlen das die heutige Debatte ziemlich vorwegnimmt. Gibt’s auch als Text weiter unten im thread.

020

Reposted by Martin Ackerl

gamera obscura october edition @ohrobin.bsky.social · 01/10/2026

I’m a Pilot. Landing Isn’t as Important as We Think. I’m a Structural Engineer. We’ve Become Too Focused on Whether Buildings Stay Up. I’m a Lifeguard. There’s More to Swimming Than Surviving It. I’m a Historian. The Past is Yesterday’s News.

712824

Martin Ackerl @cereb.bsky.social · 29/09/2026

“Said customers are brittle, unprofitable and unsustainable, with the very real risk that they simply won’t exist by the time construction is complete.”

001

Martin Ackerl @cereb.bsky.social · 29/09/2026

“AI data centers are some of the most-expensive and ambitious infrastructure projects in the history of mankind, funded with some of the most-expensive debt ever raised, with said debt only payable in the event that the project A) gets completed and B) has customers that can pay once that happens.”

100

Martin Ackerl @cereb.bsky.social · 29/09/2026

Festival Photo La Gacilly, France: Pierre & Gilles - The Harvests of Sorrow, A Tribute to Ukraine. Olga Skylar. 2022. & Bogdan Romanovic. 2022. #SlavaUkraini

Colorful photo of a blonde woman in a grain field. She has a crown of flowers. Her facial expression is serious, almost sad. Behind her the blue sky with white clouds, butterflies and fighter jets. She has an assault riffle in her hands.

Colorful photo of a young man in a sunflower field. Over his head is a white dove radiating rays of light. He is holding red flowers in his hands. His facial expression is sad. Tears running down his cheeks.

100

Martin Ackerl @cereb.bsky.social · 28/09/2026

Wenn es um Big Tech und vor allem “KI” Firmen geht kann man eigentlich immer die schlechtest möglichen und verachtenswertesten Motive/Methoden/Motivationen annehmen. Trotzdem wird man immer wieder mal eines noch Schlechteren belehrt…

404media.co

Humans Are Reading Copilot Prompts — And They're Horrified

Human contractors are reviewing Copilot users’ prompts and uploaded images, according to internal documents obtained by 404 Media. The contractors are also bombarded with users’ requests for sexual AI...

000

Reposted by Martin Ackerl

Dr. Damien P. Williams, dread portent down from a mountain cave @wolven.blacksky.app · 28/09/2026

So uhhhhhh… Apparently meta's muse "AI" is just straight up doxxing people to strangers on FB marketplace??? This has the potential to hurt so so many people, and I genuinely wonder how long before they roll out a fix for it.

Screenshot of a tweet from Ray Wong @raywongy:
Deleted Muse after seeing this post on Threads about how it told some Facebook Marketplace sellers the guy’s address and they showed up at his door

Dangerous and creepy

This would have been 1000x worse if the person was a woman
4:35 PM · Sep 27, 2026

11041821440

Reposted by Martin Ackerl

Shayan Sardarizadeh @shayan86.bsky.social · 28/09/2026

Enhancing grainy images and videos with generative AI to identify key missing details often produces inaccurate and unreliable results. AI models have no reference as to what missing details in a grainy image/video look like, and often generate those details based on an incorrect guess.

423558

Martin Ackerl @cereb.bsky.social · 28/09/2026

Ich finde ja es wird definitiv genug über “KI” geredet - quantitativ. Qualitativ nicht so sehr.

000

Reposted by Martin Ackerl

Haus of Decline @handle.invalid · 20/09/2026

As far as I can tell, Effective Altruists are Utilitarians who are relieved that in the Trolley Problem, saving 5 people justifies their innate desire to kill the one guy

732716365

Reposted by Martin Ackerl

Matt Novak @paleofuture.bsky.social · 26/09/2026

This is the trailer that all the major platforms refuse to run as a paid ad:

141214589

Reposted by Martin Ackerl

Lex Roman @lexroman.com · 25/09/2026

Watch what you post because Threads just might pretend you're the guy who masturbated on the plane. What just happened to Peter Shankman is a warning for all of us using Meta products.

321701507

Reposted by Martin Ackerl

Vassili Golod @golod.bsky.social · 25/09/2026

In Oleschky, im Süden der Ukraine, entwickelt sich eine humanitäre Katastrophe. Eine junge Frau, die noch in der Stadt ist, schreibt der ARD in einer SMS: „Ich esse nur einmal, am Abend. Fladenbrot mit gesalzener Tomate, dazu Tee.“ Wichtiger Beitrag von Florian Kellermann.

tagesschau.de

Frontstadt in der Ukraine: "Jetzt beginnt dort echter Hunger"

Seit Mai leben die Menschen in Oleschky von Vorräten und dem, was sie im Sommer geerntet haben. Der Hunger nimmt in der von Russen besetzten Frontstadt jeden Tag zu. Nur wenigen gelingt die Flucht - d...

8335198

Reposted by Martin Ackerl

Paris Marx @parismarx.com · 25/09/2026

The AI superintelligence scare campaign distracts media, politicians, and much of the public from the many ways generative AI is already harming people and taking lives all around the world. That’s why it’s so essential to stop echoing the tech industry’s deception. disconnect.blog/the-media-ha...

When we talk about the threat of AI superintelligence, we’re not talking about how chatbots are aiding mass shooters. We’re not talking about how chatbot dependence is pushing people into mental health spirals and threatening people’s ability to learn and think critically. We’re not talking about the women and children who are victims of non-consensual deepfakes or how AI-generated false information is flooding social media platforms, sometimes just for profit, but other times for much more nefarious reasons.

That’s not to mention to threat to jobs in a whole range of sectors, or how employers are rolling out AI tools to further surveil and deskill workers. It’s also doesn’t get to the other major aspect of all those AI tools: the growing controversy around the hyperscale data centers needed to power them and the whole range of social and environmental consequences that accompany them.

112124

Reposted by Martin Ackerl

Paris Marx @parismarx.com · 25/09/2026

An individual in Canada used ChatGPT for eight months to plan one of the country’s worst mass shootings. Yet, if you listen to politicians and media, the real threat of AI is a fantastical scenario where it might wipe out humans in ten years. They need to stop getting fooled by tech deceivers.

disconnect.blog

The media has the AI threat all wrong

Generative AI is harming people today. We don’t need to waste time fantasizing about science fictional scenarios.

271738590

Reposted by Martin Ackerl

Agathe Demarais @agathedemarais.com · 24/09/2026

bsky.app/profile/agat...

011

Reposted by Martin Ackerl

Agathe Demarais @agathedemarais.com · 24/09/2026

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...

197

Reposted by Martin Ackerl

Edward Perez @eddieperez.bsky.social · 24/09/2026

Fixed it: Engineers at OpenAI developed harmful software that was approved by company executives. The company could not control its own work product, and OpenAI’s automated software was used to attempt breaches of govt and university sites. OpenAI execs have denied responsibility for their product.

14221

Reposted by Martin Ackerl

Matt Novak @paleofuture.bsky.social · 23/09/2026

That's just fraud, my dude. Even if you use an AI agent. It's just fucking fraud.

Nikita Bier: Hello computer,

Find every Amazon purchase I ever made.
Call the number of the manufacturer.
Say you’re not satisfied.
Request a refund.
If they decline, threaten to leave a bad review.
If they decline, find the CEO’s phone number and ask him for a refund.

Now, repeat the same process for items I never even purchased and see if you can get them to send me money.

If they ask for a recipient, generate an image of one and send that.

Do not stop until you’ve collected $1 million in refunds.

1454400515

Martin Ackerl @cereb.bsky.social · 23/09/2026

Thomas Bangalter (former Daft Punk robot) in why he is not interested in generative AI. This is a real artist.

youtu.be

Daft Punk’s Thomas Bangalter on Life After the Helmet | CHANEL Connects

YouTube video by CHANEL

010

Martin Ackerl @cereb.bsky.social · 23/09/2026

Zwei Oligarchen werden von der Sanktionsliste gestrichen. Einer hat irgendwas gegen Frankreich in der Hand, der andere verklagt Luxemburg auf 16 Milliarden Euro Schadenersatz (Wo? Warum hat das überhaupt Aussicht auf Erfolg?)

tagesschau.de

EU streicht zwei russische Oligarchen von Sanktionsliste

Die EU hat sich in letzter Minute darauf verständigt, die Russland-Sanktionen gegen rund 3.000 Menschen und Organisationen um drei Jahre zu verlängern - mit wichtigen Ausnahmen: Zwei Oligarchen werden...

000

Martin Ackerl @cereb.bsky.social · 23/09/2026

Traurig, dass angesehene Journalisten (männliche Form reicht hier ausnahmsweise) bei sowas mitmachen.

010

Reposted by Martin Ackerl

jamelle @jamellebouie.net · 22/09/2026

huh, this piece nailed the AI bros like a decade ago

511773284

Martin Ackerl @cereb.bsky.social · 22/09/2026

Super! „Eine Hand hat sie in der Höhe, die andere am Weinglas, und wie aufgezogen hüpft sie zu "Don't You (Forget About Me)" durch den Raum. "Simple Minds" sind anscheinend ihr Ding, die Frau ist nicht umsonst mit Udo Landbauer in einer Koalition.”

000

Martin Ackerl @cereb.bsky.social · 21/09/2026

You mean completely clueless and controlled by oligarchs? Isn’t this already the case?

000

Reposted by Martin Ackerl

Dr. Damien P. Williams, dread portent down from a mountain cave @wolven.blacksky.app · 19/09/2026

THESE are the real "existential risks" of "AI": People almost Dying because other people trust bullshit engines because said people have been sold a bill of goods as to how "powerful" "AI" is instead of understanding that its bullshit comes from the same place as its seemingly factual outputs.

cnn.com

Exclusive: US military had close call after using AI for false intelligence report, sources say | CNN Politics

The episode shows the risks of using this new, relatively poorly understood technology in the middle of the Iran war

311237