iiinova — where your digital self keeps evolving

Jordan Novet @jordannovet.cnbc.com · 13/10/2026

still thinking about this one www.nytimes.com/2026/10/10/b...

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Jordan Novet @jordannovet.cnbc.com · 08/10/2026

oh no www.wsj.com/lifestyle/tr...

screenshot of first three paragraphs of Wall Street Journal article. the words "Can you see my screen?" are highlighted in blue. the full passage:

Christopher Mosby was pleased to find Starlink Wi-Fi available on his United Airlines flight from Chicago to Denver earlier this year. But 15 minutes into the trip, he heard the telltale sounds of a work call coming from seat 4A: agenda updates, awkward pauses and everyone’s favorite: “Can you see my screen?”

The new era of in-flight connectivity is here, and with it, a new era of in-flight annoyance.

Fast, free internet is rolling out on planes around the world, and travelers are finding it hard to resist the temptation to hop on a work Zoom or FaceTime a loved one—in some cases, like Mosby’s flight, defying crew instructions that calls of any sort are forbidden.

“I travel a lot, so having a connection that is fast enough to actually work from is great,” said Mosby, who heads a cybersecurity company. “I just don’t think the rest of the cabin needs to join your Teams meeting with you!”

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Jordan Novet @jordannovet.cnbc.com · 18/09/2026

"Less than 1 percent said A.I. or data centers would be the most important issue deciding their vote in November; the economy was by far the leading issue prioritized." www.nytimes.com/2026/09/15/u...

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Jordan Novet @jordannovet.cnbc.com · 17/09/2026

Microsoft is up over 33% in the past 60 trading days, while the SPY has delivered a 4% return in the same period, via our producer Nick Wells.

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Jordan Novet @jordannovet.cnbc.com · 26/08/2026

a bit surreal to see Salesforce show Marc Benioff and Dario Amodei's CNBC appearance earlier today during Salesforce's earnings webcast

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Jordan Novet @jordannovet.cnbc.com · 26/08/2026

so you can mention your Costco membership on your LinkedIn profile

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Jordan Novet @jordannovet.cnbc.com · 26/08/2026

an NSA recruiting ad that ran in a 1982 issue of Byte magazine suggests that the agency also could have used a proofreader

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Jordan Novet @jordannovet.cnbc.com · 21/08/2026

hmm which part(s) www.bloomberg.com/news/article...

screenshot of bottom of Bloomberg article. the final paragraph, in gray unlike the black text of the body copy, says, "Produced with the assistance of Bloomberg AI."

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Jordan Novet @jordannovet.cnbc.com · 18/08/2026

how exactly is the Pentagon defining "collaborations" here? do papers published together by researchers at US and Chinese universities qualify? www.war.gov/News/Release...

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Jordan Novet @jordannovet.cnbc.com · 06/08/2026

there really is nothing else in the universe like SoftBank Group

slide in SoftBank deck says "Information Revolution—Happiness for Everyone" with photos of two people in lab coats looking at plants, a group of children looking at laptops, a woman smiling and looking into middle distance, a family huddled on the couch looking at grandmother's tablet, a man and woman with VR googles touching palms and smiling, and a group of esports people cheering while one person sits in front of a PC

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Jordan Novet @jordannovet.cnbc.com · 06/08/2026

SoftBank says half of the CPUs shipped to "leading" hyperscalers in 2025 were ARM-based group.softbank/media/Projec...

screenshot of Softbank earnings deck. this page, 21, is on the Arm IP business. title is "Adoption by Technology Companies Drives Growth." underneath that, the slide says "~50% of the CPU chips shipped to leading hyperscalers were ARM-based." below that are four types, with photos: AWS Graviton, Google Axion, Microsoft Cobalt and Nvidia Grace.

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Jordan Novet @jordannovet.cnbc.com · 30/07/2026

the humble postcard has become an endangered species www.economist.com/britain/2026...

screenshot of one paragraph of Economist article. it reads: Now they are dying out. All (flat) physical post is in trouble: 20 years ago the Royal Mail, Britain’s postal service, sent 20 billion letters a year; by 2025 that number was 6.6bn. Postcards are doing worse still: only 8% of British adults now send postcards, according to a study by English Heritage, a charity. The postcard, it observed, as it launched a summer campaign this July to revive them, is “in terminal decline”.

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Jordan Novet @jordannovet.cnbc.com · 28/07/2026

best name in public relations that i can remember www.wired.com/story/wellne...

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Jordan Novet @jordannovet.cnbc.com · 24/07/2026

suddenly shadow libraries are desirable for big technology www.ft.com/content/e6d1...

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Jordan Novet @jordannovet.cnbc.com · 22/07/2026

wait Ace Hardware pivoted to AI?

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Jordan Novet @jordannovet.cnbc.com · 12/07/2026

"The company said that it planned to appeal to the labor board in Washington" www.nytimes.com/2026/07/10/b...

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Jordan Novet @jordannovet.cnbc.com · 10/07/2026

"'China faces mounting pressure on job creation and household income growth, alongside weak links in people’s livelihood support,' the ministry said, explicitly naming AI as a new technology affecting employment." www.bloomberg.com/news/article...

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Jordan Novet @jordannovet.cnbc.com · 30/06/2026

sometimes the existence of the message is itself a signal, regardless of content www.economist.com/britain/2026...

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Jordan Novet @jordannovet.cnbc.com · 24/06/2026

for how long will they present this advertisement for something unavailable

screenshot of Anthropic's Claude app. below "Evening, Jordan" but directly above the prompt box, there is a box you can hit the X button on that says "Claude Fable 5 is currently unavailable." a "Learn more" link is to the right of that message text

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Jordan Novet @jordannovet.cnbc.com · 17/06/2026

we shall call this a vapor-IPO

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Jordan Novet @jordannovet.cnbc.com · 09/06/2026

love it when a chart goes beyond the expected area www.ft.com/content/5ede...

Graphic title: Many of the gains in share price and earnings have been dramatic. Change versus June 2024 (%). Red line is price. Blue line is earnings per share over next 12 months. The time periods for each of the six charts in the graphic are 2024 to mid-2026. in five of the six charts, the red line has been consistently above the blue line. the companies are Comfort Systems, Siemens Energy (price lagging behind earnings per share), Bloom Energy (very high increase going above the expected area of the graphic), Corning, Hochtief and Caterpillar. source is FactSet, data is to 6/4/26. screenshot from Financial Times article

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Jordan Novet @jordannovet.cnbc.com · 02/06/2026

Satya on community pushback on data center projects, during postcard with Elad Gil, Sarah Guo and Swyx: "I think it's good for communities to be skeptical, ask the hard question."

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Jordan Novet @jordannovet.cnbc.com · 02/06/2026

No Azure for Apartheid protesters are on hand

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Jordan Novet @jordannovet.cnbc.com · 02/06/2026

good morning from Fort Mason, which Microsoft has taken over for Build

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Jordan Novet @jordannovet.cnbc.com · 27/05/2026

people seem to like the Snowflake news (earnings, $6B AWS commitment, Natoma acquisition) www.cnbc.com/2026/05/27/s...

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Jordan Novet @jordannovet.cnbc.com · 27/05/2026

"small splurges" feels like a contradiction in terms. maybe we need a new word. or maybe there is a German word

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Jordan Novet @jordannovet.cnbc.com · 23/05/2026

omg Google updated the Google Sheets favicon

six browser tab icons are shown in a screenshot. one is classic red Youtube with the play button in the middle. three of the icons is the new Google Sheets favicon, which is a bluish-green gradient with vertical and horizontal lines crossing

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Jordan Novet @jordannovet.cnbc.com · 19/05/2026

Sundar Pichai says Google's Gemini app now has over 900 million users. OpenAI has been saying for a while that ChatGPT has over 900 million but has yet to give the word that the user count has reached 1 billion

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Jordan Novet @jordannovet.cnbc.com · 14/05/2026

great write-up from Julie Bort on Eric Vishria's first Cerebras meeting techcrunch.com/2026/05/14/c...

screenshot of TechCrunch article. text is as follows:

“It was five founders and a deck, and it was our first hardware investment in 10 years,” Vishria told TechCrunch about that first meeting. “I had been a venture capitalist for like, 18 months.” (Prior to being a VC, Vishria sold the social browser startup he co-founded, RockMelt, to Yahoo for a reported $60-$70 million in 2013.)

Benchmark is famously selective in the companies it chooses, and backs hardware companies so rarely that Vishria was kicking himself for giving time to Cerebras.

“Why did I take this meeting?” he kept muttering. At one point, he even messaged his assistant, who manages his calendar, and bugged her: “Why did you let me take this meeting?” Vishria recalls.

But his grumpy attitude vanished by the third slide, as co-founder and CEO Andrew Feldman laid out Cerebras’ grand plans.

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Jordan Novet @jordannovet.cnbc.com · 11/05/2026

unleashing the emergency courtroom sustenance

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Jordan Novet @jordannovet.cnbc.com · 02/05/2026

Copilot just popped up in the bottom right corner of Word when i opened a document. you know what else was in the bottom right corner of Word? Clippy

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Jordan Novet @jordannovet.cnbc.com · 01/05/2026

"As OpenAI scales further, the blended Azure margin will move with it," says @om.co om.co/2026/05/01/w... the trend is already showing up in the broader Microsoft Cloud gross margin

chart go down. from 73% to 66%, between 1QFY24 and 3QFY26.

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Jordan Novet @jordannovet.cnbc.com · 29/04/2026

TBPN's John Coogan just published quite a fake image of Sundar Pichai, Satya Nadella, Andy Jassy and Mark Zuckerberg on the other app x.com/johncoogan/s...

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Jordan Novet @jordannovet.cnbc.com · 28/04/2026

Meta and Salesforce are funding a petition for a proposed ballot initiative that would enact a sales and use tax to generate $980 million to support BART and other Bay Area transit agencies

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Jordan Novet @jordannovet.cnbc.com · 23/04/2026

maybe many things will cost more apnews.com/article/iran...

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Jordan Novet @jordannovet.cnbc.com · 23/04/2026

Illinois farmer is 'upset' www.ft.com/content/c3b7...

screenshot of Financial Times lead. text is as follows:

Farmer John Yeley watched fertiliser prices spiral after the start of the Iran war with dismay. That quickly gave way to anger.

Before hostilities broke out in February, the anhydrous ammonia he spreads on his cornfields cost $800 a ton. Now it’s $1,050. That means he’ll have to fork out $53,000 more for the stuff than before the war — “a cost increase that was not anticipated at all”, Yeley said.

“I’m upset that in these trying times, when the ag sector is already hurting bad, it was the last thing we needed stacked on top of us,” he added.

Yeley, who farms 3,500 acres of corn and soyabean near Marshall, Illinois, is not alone. Across the US, farmers are reeling from a huge surge in the price of crop nutrients triggered by the Iran war — at a time when the economics of farming were already under pressure.

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Jordan Novet @jordannovet.cnbc.com · 17/04/2026

big Christmas present? OpenAI signed a $20 billion commitment with Cerebras on Christmas Eve

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Jordan Novet @jordannovet.cnbc.com · 17/04/2026

Cerebras put @bcherny.bsky.social in its IPO filing www.cnbc.com/2026/04/17/c...

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Jordan Novet @jordannovet.cnbc.com · 15/04/2026

the daily percentage move for Allbirds is staggering, but the company is worth about $158 million, which is slightly more than its total revenue for 2025. the market cap is down from $4.1 billion when the company went public in 2021. fun story though! www.cnbc.com/2026/04/15/a...

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Jordan Novet @jordannovet.cnbc.com · 15/04/2026

you meet a couple people who swear by Dr. ChatGPT, and then you read this bmjopen.bmj.com/content/16/4...

This study identifies deficiencies in how generative
AI-driven chatbots respond to everyday health and
medical queries in misinformation-prone fields. Approximately half of all outputs were deemed problematic,
citations were frequently incomplete or fabricated, and
chatbot response readability tended to be complex.
Models also responded to adversarial queries without
adequate caveats and with rare refusals to answer. As the
use of AI chatbots continues to expand, our data highlight a need for public education, professional training
and regulatory oversight to ensure that generative AI
supports, rather than erodes, public health.

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