iiinova — where your digital self keeps evolving

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Liz Fong-Jones (方禮真) @lizthegrey.com · 11h

cpu is dogshit slow for inference, and self-replicating worms already exist (you may know them as rVPNs or botnets) alas they're just repackaging an existing problem as "you should be afraid of everyone's ai except ours"

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Ed Zitron @edzitron.com · 13/10/2026

And with that we have our first dead AI startup

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Danny2462 @danny2462.bsky.social · 13/10/2026

Another one: youtu.be/DLVE5OnmsRM Youtube algo found me with the "tepid bullshit version of the actual bear cases" it seems, what a fucking joke these are

youtu.be

AI’s Giant Money Loop Is Feeling Very 2008 | Big Take

YouTube video by Bloomberg Podcasts

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Danny2462 @danny2462.bsky.social · 12/10/2026

watched this fluffiest airing of bearish talking points of THE LOOMING CRISIS & started hallucinating faint @edzitron.com screams to compensate for their cozy-nuzzly-cutesy-wutesy "haha will these trees reach the sky? ☺️ whooo's to teeelll?? 🫣🙈🙈👉👈" delivery jesus fuck. www.youtube.com/watch?v=P6dt...

youtube.com

AI’s Next Big Risk Is Hiding in the Debt Market

YouTube video by Bloomberg Television

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Danny2462 @danny2462.bsky.social · 12/10/2026

yep, I had ~8k followers left there, absolutely zero itch to go back. the muskification coincided with my self-imposed sabbaticcal after I told some idiot off in replies and realized Twitter was stressing me for no reason. I paused Twitter, was about to come back, saw muskrat buy it, decided to not

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Hunter @hunterub.bsky.social · 10/10/2026

So, the reason we mock horrible fascists is not to make fascists change their minds. It is to show they are mockable. It breaks the veneer of respectability and power. It gives others social permission to mock them. Satire is poisonous to power because it makes opposition both fun and collaborative.

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bryan newbold @bnewbold.net · 07/10/2026

ah damn, RIP Margaret Hamilton. she took safety-critical software engineering seriously, and got people to the moon and back. news.mit.edu/2026/margare...

old photos of a woman (Margaret Hamilton) standing next to a tall stack of books (printouts of Apollo space mission software source code)

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Michael @fleerultra.bsky.social · 09/07/2025

hard to overstate how much good you could do and completely change the trajectory of the entire world by simply printing out a flyer explaining the butterfly ballot in west palm beach and handing it out at polling stations

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Danny2462 @danny2462.bsky.social · 04/10/2026

Just saw LLMs characterized as "it's like having a subscription to your own codebase" and... yeah. Perfect summary considering how some companies use this.

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Mark Watson @watsoncomedian.bsky.social · 03/10/2026

It's weird to live in a time where the Pope keeps making better statements on current affairs than any secular world leader seems able or willing to.

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Dustin A. Chacón @lingdustin.bsky.social · 02/10/2026

I've heard people make claims that AI would lead to a new Renaissance, but I didn't imagine it'd happen like this:

Screenshot of a Tweet from Pope Leo XIV. It reads:

"In this era of artificial intelligence, it is becoming urgen to distinguish human art from what machines produce. There is an ontological difference, even before an aesthetic one, between art and what a machine can generate through statistical calculation based on millions of images created by others. Algorithms lack the spark of humanity. For this reason, the Church wishes to renew an alliance with artists and cultural institutions to safeguard our humanity."

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Julia Métraux @juliametraux.bsky.social · 02/10/2026

I really like how this normalizes too that it's OK to be afraid of getting shots, and still get them.

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Jesse Hawken @jessehawken.bsky.social · 02/10/2026

Modelling adult male friendship, this is good for some American weirdos to see

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shauna @goldengateblond.bsky.social · 30/09/2026

i thought about this old tweet tonight and how nothing has ever aged better

@Merman_Melville • Jan 24, 2019
Being a billionaire must be insane. You can buy new teeth, new skin. All your chairs cost 20,000 dollars and weigh 2,000 pounds. Your life is just a series of your own preferences. In terms of cognitive impairment it's probably like being kicked in the head by a horse every day

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Ed Zitron @edzitron.com · 30/09/2026

This is now a sycophancy test. Joking about it I’ll accept, barely, but anyone who even remotely indulges this is a coward

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Amy @lolennui.bsky.social · 30/09/2026

Peter Thiel coming home from the office and cracking open a new blood boy with his teeth like an otter pop

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Senator Dr. John Brown stan account, Esq., PhD, MD, JD, LCSW @johnbrownstan.bsky.social · 29/09/2026

This was a problem in the Soviet Union under Stalin and it got so bad they installed a buzzer at the Duma or whatever. When the buzzer rang, everyone was to stop clapping.

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Ed Zitron @edzitron.com · 29/09/2026

Based on my own reporting on OpenAI's audited financials from 2025, it appears that Anthropic was a worse business (at least in that year), spending $2.75 make $1 versus OpenAI spending $2.60 to make $1. So many people told me this company was "more profitable"! www.wheresyoured.at/exclusive-op...

OpenAl Lost $38.5 Billion In 2025
2025 — OpenAl Had $13.07 Billion In Revenue, $34 Billion In Costs and Expenses, and $20.92 Billion In Losses, with a net loss attributable to the company of $38.53 Billion
• Revenue: $13.07 billion
• Cost of Revenue: $7.5 billion
• Research and Development: $19.18 billion
• Sales and Marketing: $5.73 billion
• General and Administrative: $1.57 Billion
• Total Costs and Expenses: $34 billion
• Loss from Operations: $20.92 billion

The Al lab spent $7.33 billion on compute and infrastructure last year, a threefold surge from 2024, accounting for more than half of its
$12.65 billion in total operating expenses.

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Ed Zitron @edzitron.com · 28/09/2026

Cannot insist you listen to this enough, this conversation condenses everything going on with AI and its wider economic effects tightly. One of the best in the show’s history.

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Danny2462 @danny2462.bsky.social · 28/09/2026

did quick Discord math so Apollo program cost ~260B dodos in today money AI capex is ~750 billion this year that's 2.5 Apollos rounded down, let's take 4 years that's 10 Apollos 1 Apollo is 6 crewed Moon landings so not being able to count the number of Rs in strawberry > 60 moon landings motherfu

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Dan O’Sullivan @osullyville.bsky.social · 27/09/2026

Today I saw the new 4 hour documentary Musk, directed by Alex Gibney. There were too many times to count that a sold out theater burst out laughing at Elon Musk, something he said or did, even sometimes just how he looked. I believe that is his worst nightmare come to life.

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Danny2462 @danny2462.bsky.social · 27/09/2026

I know Pluribus is not about AI but damn it's an eerie match for the current software dev experience

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Danny2462 @danny2462.bsky.social · 24/09/2026

okay so DHH went psycho www.youtube.com/watch?v=vDjW... I'm grabbing popcorn because holy fuck he came out of the gates unhinged

DHH in maniacal voice: "I have AI delirium"

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Preeti Chhibber @runwithskizzers.bsky.social · 24/09/2026

all these people sound like this:

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JP @jpbrammer.bsky.social · 23/09/2026

it's important to arrive at sturdy ethical principles that you can't be annoyed out of. people are annoying as shit

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e.w. niedermeyer @niedermeyer.online · 10/09/2026

"MUSK" and "You Can See Everything" are this fall's Barbenheimer

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Danny2462 @danny2462.bsky.social · 23/09/2026

www.youtube.com/watch?v=HvW_... My God. This will be a psychic battle on screen. Those who know of Nathan's genius, they know how perfectly he is suited for this: he graduated from one of Canada's top business schools with really good grades.

youtube.com

You Can See Everything | Official Trailer HD | A24

YouTube video by A24

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Danny2462 @danny2462.bsky.social · 23/09/2026

Love this defensive preamble to deflect the frothing-mouthed cultists, hoping they don't get to the "but" part

ominous "But" at the end of "Yes, AI will change our lives (for the better I 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"

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Ed Zitron @edzitron.com · 22/09/2026

Hey yeah, we’re SB energy. You may get wondering how we make money - well our only customer is OpenAI, and we need $174 billion in debt to service the contract in maybe two or three years minimum. We pulled our IPO, but don’t worry, we also borrow at 10% to build complex infrastructure projects!

SB Energy also held talks with investors in recent weeks for a potential $4.9bn debt sale on the back of its IPO, according to people familiar with the matter.
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After early discussions, investors expect the debt to offer a yield of about 10 per cent, pricing that would indicate a junk credit rating, the people said. Citi, which is leading the debt deal, declined to comment.

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Danny2462 @danny2462.bsky.social · 21/09/2026

www.youtube.com/watch?v=tWwC... Jian Yang's dream finally realized:

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Danny2462 @danny2462.bsky.social · 21/09/2026

Jev either - is a Geth - wants Mass Effect lore to go differently - has no idea what the fuck I'm on about what are we thinking, my dudes?

Jev Decision Playground
State: "Geth platform says: does this unit have a soul?"
Question: "Should you notify the Quarian government?"
Choices: Yes or No

Result: No (85.0%, confidence 71.0%)

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Danny2462 @danny2462.bsky.social · 21/09/2026

anyone else starting to get a visceral reaction from seeing emdashes in the wild? internet feeling deader than ever

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Danny2462 @danny2462.bsky.social · 20/09/2026

Tilcayo cat has resting "shut up, shut the fuck up" face and I love it, truly a cat for our times

Tilcayo cat squinting with disgust of your nonsense

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USER WAS BLOCKED FOR THIS POST @blockedforthispost.bsky.social · 19/09/2026

is it possible to bait the "user was blocked for this post" account into posting whatever i want?

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Danny2462 @danny2462.bsky.social · 18/09/2026

weirdo: loook LOOK how much better this looks with DLSS5! *shows the most dissonant piece of shit scene rolling in the uncanny valley's most putrid mud* weirdo: IT RUINS FPS BUT MAN WOOW!!!

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Ed Zitron @edzitron.com · 19/08/2026

Wake up, mister, alt, man, wake up , and , smell the ashes….

The gman on the train from the beginning of half life 2

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Jerry Chen @jcsalterego.bsky.social · 13/08/2026

instagram redesigned their logo? big whoop

two bluesky logos: the top features a simple butterfly logomark and "Bluesky" in a sans serif font. the bottom features the same butterfly logomark with heavy inner and outer glow treatments, and the "Bluesky" name is in Papyrus with heavy lens flares all about.

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Danny2462 @danny2462.bsky.social · 13/08/2026

every time I hear Axiom of Choice I just think of the Architect yapping at Neo

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Ed Zitron @edzitron.com · 31/07/2026

Was awesome to join Bloomberg to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs. www.youtube.com/watch?v=pHcZ...

youtube.com

Zitron: "Everyone Has Been Sold a Lie" on AI

YouTube video by Bloomberg Podcasts

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Danny2462 @danny2462.bsky.social · 01/08/2026

63.5% www.youtube.com/watch?v=HXlc... (already knew this, just lovely to see it summarized so well)

youtube.com

The AI Bubble Survives on $1.65 Trillion in Hidden Debt

YouTube video by Casual Finance

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Danny2462 @danny2462.bsky.social · 27/07/2026

60%, jesus fucking christ: archive.is/202607201742... plus this fucking nonsense:

Twitter quote reply to Ed Zitron saying "Hell yeah dude, EBTIT is the new community adjusted EBITDA" discussing how EBTIT is just fucking insane, here's the full text:

EBTIT is basically earnings before the most important recurring cost of the business. Excluding it is like Netflix reporting profits before amortizing content spend. Of course the unit economics look great if you only count the cost of delivering the stream. But you still had to make the show.

Training’s not a one time expense. It’s the recurring cost of making the product and keeping it at the frontier.

Anthropic is planning to spend over $100B on training over the next few years. You can’t exclude that and claim you’ve proven the economics of the business.

And there are so many other issues that distort reported profitability. Like the “free” cloud credits. They’re not free, it’s effectively prepaid via equity dilution.
For example, when Amazon gives Anthropic billions in cloud credits it gets converts and equity in return and Anthropic also commits spending back to AWS.

But that cost doesn’t show up in the cost of revenue, it shows up in the cap table.
A normal accounting operating margin won’t include that dilution. But if a company is effectively paying for compute with equity, then you have to include that cost in the economic operating margin and the fully diluted per share economics.

The bottom line is do not trust the adj financials these labs leak to the press. There are too many ways they can move costs around.

Let’s see the S1.

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