iiinova — where your digital self keeps evolving

Reposted by Greg Linden

Bill Kristol @billkristolbulwark.bsky.social · 19h

"Talarico is running in a state Trump carried by 14 points in 2024. Yet he’s actually leaned into the moral issues around immigration more aggressively than most other Democrats. He makes an expansive moral case that immigration is good for our country." newrepublic.com/article/2160...

newrepublic.com

In Texas, Something Seismic Is Happening—and It’s All Trump’s Fault

Thanks to the economy and ICE, Trump has lost Texas Latinos. And James Talarico is developing a humane pro-immigrant message that’s resonating—even in this ultra-Trumpy state.

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Ann M. Lipton @annmlipton.bsky.social · 13h

in all seriousness are we going to get some kind of reporting on how this is being perceived by rank and file servicemembers? who i assume can't talk to media but maybe off the record comments are available?

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Alan Elrod @aselrod.bsky.social · 17h

“…people want something higher, something better. We all do. Democrats: Don’t hold back. Speak to this still-flickering sense of hopefulness forthrightly and unflinchingly.” Yes, @gregsargent.bsky.social! Shout it from the rooftops. The people crave genuine, moral leadership.

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Greg Sargent @gregsargent.bsky.social · 16h

I really think Jon Ossoff, James Talarico, and a few others are in the process of creating a new kind of language, a new politics, for the era of Late Stage Trumpism. As I argue in the piece, the banal cruelties of sunsetting Trumpism are all around us, and some Dems are pointing to a way out.

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Darin Self @darinself.com · 20h

What's the point of my password if it doesn't log me in at all?

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NY Times Pitchbot @nytpitchbot.bsky.social · 21h

Breaking character: I hate to use this account for political strategizing but the ball needs to get rolling on this....when Dems take the House they've got to focus on impeaching Hegseth. He can be be blamed for the Iran war plus he's a drunk and a criminal.

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Grady Booch @booch.com · 30/09/2026

It’s artificial intelligence. In the history of computing, this puerile attempt to rename it because of the simpleminded whims of an incompetent and corrupt narcissist will be seen as a failure of leadership, an abandonment of intellectual integrity, and an embarrassment for any who join with him.

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Grady Booch @booch.com · 30/09/2026

Having contributed to the advance of software engineering, it is sad to see the rise of a new profession, slopware engineering.

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Andy Craig @andycraig.bsky.social · 30/09/2026

Not just impeachable. Impeachment, both pres. and agency heads, is the only option. It's impeachment or nothing. Courts won't stop it. Other tools are impotent. Put them on trial the only way you can. Even if you can't get 2/3, use process as punishment. Make it miserable and costly. It can be done.

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Gerry Doyle @mgerrydoyle.bsky.social · 30/09/2026

ukraine has found a good, cheap way to shoot down russia's new waves of cheap cruise missiles: 20mm shells now they're running low, but the world's arsenals are swimming in this particular type of ammo www.bloomberg.com/news/article...

bloomberg.com

Ukraine Seeks Shells for F-16s to Down Jet-Powered Drones

Ukraine is looking to source tens of thousands of 20mm shells to counter increasingly deadly Russian jet-powered drones, according to people familiar with the matter.

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Greg Sargent @gregsargent.bsky.social · 23h

Something remarkable is happening: James Talarico is running an expansively pro-immigrant campaign in Texas, a state Trump won by 14 points, speaking in Biblical terms about our duty to "the stranger." And it's resonating. That's seismic. 1/ (new piece) newrepublic.com/article/2160...

newrepublic.com

In Texas, Something Seismic Is Happening—and It’s All Trump’s Fault

Thanks to the economy and ICE, Trump has lost Texas Latinos. And James Talarico is developing a humane pro-immigrant message that’s resonating—even in this ultra-Trumpy state.

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Casey Michel @cjcmichel.bsky.social · 21h

The big lesson from the Biden era is that you can't be worried about what people will claim is politicized/weaponized/etc. They will claim that no matter what. None of that should stop you from targeting all of the corruption, and all of the enemies of American democracy.

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Amanda Litman @amandalitman.bsky.social · 20h

The newly competitive races & places this year are a necessary reminder that “battleground” is a dynamic term and it is rarely a waste of resources to invest in candidate recruitment and/or infrastructure in deep red places because you never fucking know!

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Kevin M. Kruse @kevinmkruse.bsky.social · 30/09/2026

Yet another reason to run on oversight and accountability. Those are promises they can actually keep.

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Yaël Eisenstat @yaeleisenstat.bsky.social · 29/09/2026

2/ Meta found guilty of lying about Cambridge Analytica & hate speech, violence + misinformation policies. Now they face up to $219 billion in penalties. It took years (and a lot of begging to be believed, while leaning on those who came before me for strength), but the public has finally spoken.

techpolicy.press

Eight Years On, Cambridge Analytica Scandal Catches Up With Meta in Santa Fe

A jury found that Meta—then Facebook—misled the public in statements about Cambridge Analytica and its policies on hate speech, violence and misinformation.

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Greg Linden @glinden.bsky.social · 29/09/2026

4% inflation is unacceptable. It will require raising rates to address it, and so will crash the economy due to higher costs and higher costs for debt. Not great, Trump.

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Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026

METLIFE: “.. . Our CPI forecast is further revised up by 60 basis points to 4.0%, as the conflict in Iran continues, and oil prices, shipping and transportation costs are hit.”

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Christian Weller @profcew.bsky.social · 29/09/2026

That seems a lot

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Ed Zitron @edzitron.com · 29/09/2026

Anthropic's leaked IPO prospectus showed that it spent $2.75 to make a dollar in 2025, making it a worse business than OpenAI. It lost $8bn on $4.6bn in revenue. Boosters will say 2025 doesn't count - or, put another way, to ignore your lying eyes. www.wheresyoured.at/dead-money/

This, shockingly, means that Anthropic was a worse business than OpenAI in 2025, when it spent $34 billion to make $13.07 billion (per my own exclusive reporting of its audited financials), or $2.60 to make $1.

While things could change in 2026, it’s important to note how many people said that Anthropic was “a better business” that would “be profitable faster than OpenAI,” which is, until we are able to see both of their audited 2026 financials, somewhere between a myth and an outright lie.

So many people told me that Anthropic was more-profitable! So many people assured me that this company had worked it all out, when in fact Dario Amodei’s horrid son was just as obese as Altman’s, a rotten, unprofitable carcass.

Boosters are already boiling their copium kegs, angrily oinking that 2026 “will be better” and that “Anthropic has been more profitable.” At this point I have less than zero interest in anything that hasn’t gone through an auditor, because it’s very clear that, through either misinforming investors or the media, Anthropic has intentionally obfuscated the full horrors of its economics.

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Ed Zitron @edzitron.com · 29/09/2026

This all comes back to a point I've been making for a while now: We've treated NVIDIA's chip sales as reflective of big AI demand, when in reality $200bn+ of the GPUs are in storage, and those that are installed are mostly rented to Anthropic and OpenAI. www.wheresyoured.at/dead-money/

In other words, the talking point that NVIDIA’s GPU sales are proof of actual demand for AI services or, indeed, that hyperscaler growth is a result of all those capital expenditures is a complete lie. In reality, at least half of all those chip sales — and I’d add in Broadcom’s TPU sales too (see my Hater’s guide for more) — are being made years before anything actually happens with the chips, making the trillion-plus dollars spent on capex so far seem somewhere between optimistic and utterly incoherent.

Microsoft, Google, Amazon, Meta, Oracle, and far too many other companies have been hoarding hundreds of billions of dollars of AI chips that they either (to quote Microsoft CEO Satya Nadella) can’t plug in or simply want to have in supply for reasons that I find tough to imagine.

venture capitalist that “...some companies are hoarding colossal amounts in case they come to a point at which they don’t have enough chips to provide the computing capacity,” as if there’s been any shortage of NVIDIA chips, outside of the illusory one created by hyperscalers buying them years in advance.

So, we’ve got a situation where Microsoft, Google, Amazon, Meta, SpaceX, CoreWeave, and every imaginable neocloud is sitting on hundreds of billions of uninstalled GPUs (and increasingly TPUs). Whenever more capacity comes online, it’s immediately sold to OpenAI or Anthropic, who make up anywhere from 70% to 80% of all AI revenues and compute demand, creating the illusion that revenue growth is “coming from demand for AI compute” rather than said demand coming from two companies that have been fed over $217 billion in the last nine months, with the vast majority of it coming from Google, Amazon, Microsoft, and NVIDIA themselves.

As I discussed last week, If “demand is outstripping supply” because of millions of customers begging for AI compute, that’s very different to “demand outstripping supply” because two or three (including Meta) customers are taking up most or all of the capacity. Not to repeat myself, but…

Similarly, if “demand is outstripping supply” because lots of capacity is coming online and a diverse subset of customers is buying it, that’s vastly different to if capacity is coming on slowly, and the vast majority of it is being given straight to OpenAI, Anthropic, or Meta.
And that’s absolutely what’s happening, suggesting that the “AI boom” is more like five or six large companies (hyperscalers) feeding money to two companies (NVIDIA and Broadcom) so that they can feed money to two companies (Anthropic and OpenAI) who then feed that money back to them whenever capacity comes online. I estimate that there’s around $22 billion of global, non-Anthropic/OpenAI compute demand, and an indeterminately-large chunk of that is coming from AI startups that can only afford to pay for the compute as long as venture capital continues to fund them…

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Ed Zitron @edzitron.com · 29/09/2026

Last week, Fidelity published a report that said the AI trade had become "dead money," with GPU leases and token spending flat or down, and the FT's Bryce Elder reported research that said that 50% of the GPUs sold in 2026 and 2027 wouldn't be installed. www.wheresyoured.at/dead-money/

Last week, Fidelity Director of Global Macro Jurien Timmer said that “the [AI trade] has been dead money for more than three months,” citing that both token expenditures and GPU lease rates were all “flat to down,” citing specifically rental rates for H100 and A100 GPUs. While the counterargument might be that Blackwell GPU rental rates aren’t included, as I discussed last week, it’s questionable how many B200, B300, or other Blackwell chips are actually available for rent, as it appears that anywhere from $200 billion to $300 billion of NVIDIA’s sales since 2022 are sitting in warehouses or unplugged in data centers waiting for power.

The Financial Times’ Bryce Elder took the ball and ran with it, and found research that backed up what I’d been saying, emphasis mine:

Morgan Stanley measured the gap earlier this week by estimating the shortfall in available power, concluding that more than half of the GPU servers sold between 2026 and 2028 might not have anywhere to be plugged in.
Yet Elder makes the point, based on research from Jefferies, that there’re far more problems than simply not having enough power:

In the longer term, power availability is still the bottleneck — along with labour. And transformers. And cooling equipment. And backup generation. As Jefferies says: “The gap between planned capacity and physical execution remains the central issue.”

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Mark Copelovitch @mcopelov.bsky.social · 29/09/2026

Once again, it has been incredibly sad, in the last few years, to see laid bare, in ways that were surely always there but are masks off now, just how many of our academic colleagues & university leaders simply aren't interested in the actual project of education. Just go do something else. Please.

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Noah Berlatsky @nberlat.bsky.social · 29/09/2026

obviously he's going to keep trying bullshit. but it's important to recognize he keeps failing. he does not have a magic secret. he is losing.

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Ann Telnaes @anntelnaes.bsky.social · 29/09/2026

No, Sen. Schmitt- you and the Republican party will go down in history as spineless enablers who broke their oath of office.

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Katie Martin @katie0martin.ft.com · 29/09/2026

Either this is true, in which case *what are we doing here*? Shut it down. Or it's bullshit, in which case these are truly silly people unworthy of our money

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Erin Gallagher @3r1ng.bsky.social · 29/09/2026

I’m starting to think this is some trollish marketing strategy. If they were actually concerned, they’d shut it down.

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Greg Shill @gregshill.com · 29/09/2026

They did the cartoon!

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Nicholas Grossman @nicholasgrossman.bsky.social · 29/09/2026

I don’t think the U.S. attacked Iran so that the U.S. Navy could provide constant, costly escort to tankers to get some oil out of the Gulf but much less than before the war. That does not strike me as an achievement, nor sustainable, and I don’t know why it warrants praise.

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Bill Kristol @billkristolbulwark.bsky.social · 29/09/2026

Trump Crimes on Our Dime. "After six years of Trump’s flagrant corruption, it shouldn’t surprise us that he’s diverting public funds to boost himself and his party. It’s just another legal and moral line he thinks he can cross with impunity." www.thebulwark.com/p/congratula...

thebulwark.com

Congratulations, You’re a Trump Campaign Donor

Your tax dollars are funding his TV ads. And the White House says you should be proud to pay.

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Steven Beschloss @stevenbeschloss.bsky.social · 29/09/2026

1. Democrats win control of the House and Senate. 2. Investigations and prosecutions begin. 3. Impeachment and removal proceedings. 4. Take back the billions of taxpayer money corruptly taken by the Trump family and their accomplices. 5. Rinse and repeat.

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Justin Hendrix @justinhendrix.bsky.social · 29/09/2026

Most state attorneys general released Meta from Cambridge Analytica-related claims as part of the child safety settlement. New Mexico wasn't part of that deal, and a jury there just found 26 of 29 past claims about Cambridge Analytica, hate speech and misinformation willfully deceptive.

techpolicy.press

Eight Years On, Cambridge Analytica Scandal Catches Up With Meta in Santa Fe

A jury found that Meta—then Facebook—misled the public in statements about Cambridge Analytica and its policies on hate speech, violence and misinformation.

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Ann M. Lipton @annmlipton.bsky.social · 29/09/2026

seriously, SpaceX showed the way and Anthropic is following it. Selective leaks of the "confidential" prospectus to gin up enthusiasm for the IPO, which is wildly illegal under the federal securities laws but no one cares about that anymore www.reuters.com/legal/transa...

reuters.com

EXCLUSIVE: Anthropic leaders to control AI lab via 'Founder LLC' to promote public good over market forces

Anthropic has long positioned itself as the virtuous AI company. An early look at its IPO filing shows how it is creating a new "Founder LLC" vehicle aimed at serving the common good, while insulatin...

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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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Kevin M. Kruse @kevinmkruse.bsky.social · 29/09/2026

This would provide real relief and opportunities for struggling students but would also be a massive investment in the local economies. We've done this before and we can do it again.

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Greg Linden @glinden.bsky.social · 28/09/2026

Buried the lede: "three engines started to clog up with ice ... [then] only eight of 13 planned engines reigniting, leading to a hard landing in the water ... slowed down before erupting in a ball of flames." www.theguardian.com/science/2026...

theguardian.com

‘Starship is in orbit’: cheers go up as huge SpaceX rocket circles Earth for first time

Mission goes ahead despite some fears an initial engine failure after the Texas launch would scupper the attempt

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Jen Fifield @jenafifield.bsky.social · 28/09/2026

Exclusive: Earlier this month, the Supreme Court blocked an executive order restricting voting by mail in ways that could have thrown the upcoming midterms into chaos. But the White House originally had far more disruptive plans, @propublica.org has learned. 🧵

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ryan cooper @ryanlcooper.com · 28/09/2026

“The playing field of the social media informational environment is uneven, and it systematically benefits autocracies.” www.liberalcurrents.com/social-media...

liberalcurrents.com

Social Media Has Not Brought Liberation

Social media has been a boon to autocratic regimes and their allied movements in democracies.

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Nicholas Grossman @nicholasgrossman.bsky.social · 28/09/2026

Under Trump, the U.S. went “who cares that these relationships are mutually beneficial, you need us, pay us tribute.” And in response, most countries are going “no, what we need are mutually beneficial relationships with reliable partners, and there’s a whole world out there, we’ll go elsewhere.”

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Dean Baker @deanbaker13.bsky.social · 27/09/2026

It is insane that Sam Altman talks about AI safety as though it is an option. If his crap causes damage, his shithole company is out of business, and he could well be going to jail. This is not a choice for him to make substack.com/home/post/p-...

substack.com

Sam Altman is Driving Drunk, Let Him Face the Consequences

People need to face consequences for criminal negligence

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Foreign Policy @foreignpolicy.com · 26/09/2026

The Saudis believed that a corrupt U.S. government was in their interest, writes Nicholas Grossman. But in reality, bribable usually means selfish and weak. foreignpolicy.com/2026/09/24/i...

foreignpolicy.com

Saudi Arabia Bribed the Wrong People

Riyadh’s bet on Trumpism has failed.

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404 Media @404media.co · 26/09/2026

Scientists have discovered that Earth-like microbes could potentially survive conditions inside Enceladus’s subsurface ocean, and that detecting signs of life on the moon may be easier than expected, according to a pair of studies.

404media.co

Alien Life Can Survive on This Tiny Moon—We Just Need to Go Find It

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Ken Sinclair @khsinclair.bsky.social · 26/09/2026

The law has always been slower than bad actors, and relied on deterrence instead. Deterrence is the product of A) probability of punishment, and B) degree of punishment. In American justice, both factors have broken down for rich white men. That must be fixed.

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Don Moynihan @donmoyn.bsky.social · 26/09/2026

President Trump opposes deal that would open the Strait of Hormuz immediately. Holding out for diesel at $10 a gallon.

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Josh Grubbs @joshuagrubbsphd.com · 26/09/2026

I worked with Jake on this story for months, and it’s truly one of the best deep dives into how online sports gambling works that I’ve ever seen

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Will Oremus @willoremus.com · 26/09/2026

Meta's platforms have repeatedly been caught running ads for deepfake "nudify" apps that let you virtually undress real people without their consent, but they won't run an a trailer for an upcoming documentary that reflects poorly on Elon Musk. www.hollywoodreporter.com/business/dig...

hollywoodreporter.com

The Major Social Media Platforms Are All Rejecting Paid Ads for Alex Gibney’s ‘Musk’ (Exclusive)

YouTube, TikTok and Meta have all turned down the trailer for the Oct. 9 doc, citing “political” content. X won't even take Bleecker Street's calls. The distributor is appealing.

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Larry Glickman @larryglickman.bsky.social · 26/09/2026

"One of the most frustrating things about the capitulation of elite institutions to Donald Trump—from law firms to universities to media companies—has been that the logic of the situation so clearly counseled the opposite." @gregsargent.bsky.social on the efficacy and power of collective resistance.

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Greg Linden @glinden.bsky.social · 26/09/2026

I think it's worse than this. Yes, they overestimated the price of getting on Trump's bad side. But they also overestimated any benefits from trying to get on his good side and underestimated the price of appearing cowardly and complicit. Brand damage, weakened position, and lost trust.

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