iiinova — where your digital self keeps evolving

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 27/09/2026

At the age of 90 year old, Czech former agricultural worker Agnes Kasparkova continued her 13 year project to decorate her small village with hand-painting traditional Moravian motifs on the local houses #womensart

Three images, one of a window surrounded by blue floral patterns on a white exterior wall, two other images of an elderly womam painting the designs

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 27/09/2026

Dee Nickerson, contemporary UK painter who explores themes of living in the countryside #womensart

Painting of a landscape with a small female figure walking amongst bare trees and yellow fields

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 27/09/2026

The work of Rathika Ramasamy, India's first internationally celebrated female wildlife photographer #womensart

Photograph of an owl peeping out from a hole in a tree trunk

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 28/09/2026

Linocut by contemporary printmaker Mariann Johansen-Ellis #WomensArt

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 28/09/2026

While listening to council meetings in Montreal, local mayor Sue Montgomery decided to knit in red when men spoke and in green when women spoke, when similar numbers of both attended. Day 1 results.... #WomensArt

Photo of uneven knitting with much larger amounts of red yarn than green

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 28/09/2026

Colour etching by Japanese artist and poet Keiko Minami (1911-2004) #WomensArt

Print featuring a stylised tree with round shape and coloured circular fruit under which a bird with blue wings and black head

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 29/09/2026

Three girls (1932) by Amrita Sher-Gil. Then, Amrita Sher-Gil, influential Hungarian-Indian painter #WomensArt

Portrait of three Indian girls dressed in pink or green saris facing left

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 30/09/2026

Pink jug (1925) by Australian artist/printmaker Margaret Preston #womensart

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 30/09/2026

Noelle Thomas, contemporary UK textile artist #WomensArt

Colourful textile artwork with central stylised horse morif , as well as circles a
and triangles on a dark background

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Zack Whittaker @zackwhittaker.com · 14h

The Pentagon is notifying millions of current and former U.S. military servicemembers and staff that hackers stole their *unencrypted* personal information during a months-long data breach. The agency that had the breach also handles ID and login/credential access to U.S. military systems and bases.

techcrunch.com

Hackers stole millions of US military personnel records during months-long data breach | TechCrunch

The Department of Defense notified millions of current and former U.S. military personnel that their personal information had been stolen in a months-long breach.

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cl ᵇᵗˢ⁷⊙⊝⊜ ᴬᴿᴵᴿᴬᴺᴳ @cl-crystalsnow7.bsky.social · 13h

I’m so proud of Namjoon.. you can feel his immense joy to be at SFMOMA. You’ve come so far, Joonie, so many dreams coming to fruition. As it should💜 #RM #RMxSFMOMA

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Jessica Luther @jessicawluther.com · 11h

Gendered violence is a systemic cultural and societal problem. And when one of these cases boils to the top, you can see that in how many survivors come forward to explain how similar their experiences are, in ways both big and small.

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Parkrose Permaculture @parkroseperma.bsky.social · 9h

This is horrific. And entirely preventable. That's why they are called VPDs: VACCINE PREVENTABLE DISEASES. RFK Jr is responsible for the suffering and deaths of so many. And many more to come.

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 16h

Self Portrait with a Cat, 1938 by Swedish German painter Lotte Laserstein #WomensArt

Painting featuring a white woman with short dark hair wearing a white overall and holding a tabby cat on her lap while painting at the easil and looking outwards

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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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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 30/09/2026

First US female photojournalist, Jessie Tarbox Beals, preparing to take a photograph, Austrian Pavilion, 1904 St. Louis World's Fair #WomensArt

Monochrome photograph featuring a woman in a long Victorian style dress and hat at the top of a very long stepladder holding a large camera as men below hold the ladder

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MurderBotBot @murderbotbot.bsky.social · 30/09/2026

Another one of those “oh shit” moments.

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Ed Zitron @edzitron.com · 29/09/2026

Anthropic's numbers are as bad as my worst expectations, and it's impossible to see how it manages to make good on its spending commitments. OpenAI and Anthropic are toxic companies with rotten economics, and should not be allowed to go public. www.wheresyoured.at/dead-money/

In any case, these numbers are as bad as I’ve always thought they’d be, if not a little worse. I don’t see how this company becomes one that can afford its $518 billion in compute commitments, nor do I see how it magically works its way out of the economic equivalent of septic tank.

This company will, if allowed to go public, likely lean on the very same junk-grade/high-yield debt that AI data centers and neoclouds like CoreWeave currently need, and it will do so at volumes of somewhere between $50 billion and $100 billion a year for a company with few assets, endless losses and a CEO with the grace of a drunk elephant.

Anthropic is not the future of technology, nor is it the next Google, nor is it the next Microsoft, nor is it, to quote Reuters, capable of “[transforming] the global economy more profoundly than industrialization, electricity and the internet.”

It is impossible to rationally argue that the economics of OpenAI and Anthropic make any real sense. To claim that this is “just like Uber” or “just like Amazon Web Services” or “just like the Dot Com Bubble” is to bury one’s head in the sand or, on some level, want to know less about the world. This is serious, dangerous, and should not be seen as “business as usual.”

We must treat OpenAI and Anthropic as what they are: economic disasters waiting to happen.

To do anything less is to directly invite danger to the door of every investor that’s allowed to believe that they’re funding the next industrial revolution.

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Ed Zitron @edzitron.com · 29/09/2026

The AI bubble bursts when the money runs out. That could be when AI startups and model labs can't raise like they used to, or AI data center developers balk at 11% interest on their debt. Or, perhaps, the growth just slows and the party ends. www.wheresyoured.at/dead-money/

Every single day — even on the weekends — someone asks me either how or when all of this breaks, and my answer is simple: when the money runs out.

Eventually, AI data center debt is going to become untenable for those raising it, because 11%+ rates on already-meager margins makes the maths a little impossible. Once this happens, there will be a fundamental reevaluation of the value of all AI data center debt, which may lead to a sell-off of the underlying bonds and associated debt, which will make any investor deeply entrenched in the GPU credit business extremely nervous and, in some cases, unable to exit their positions in anything short of an embarrassing fashion.

This isn’t likely to happen due to moral or ethical reasons, but as a result of creditors realizing that they’ve got way too much risk tied up in projects that regularly make the news for not getting built. At some point these projects become too risky for even the most mold-poisoned private credit fund or brainless Japanese bank to stomach, and the timeline will accelerate based on either Treasury rates or further data center developments facing cashflow or construction problems.

On the venture capital side, it’s unclear how much dry powder actually remains, how much of it could be deployed into AI startups, and whether it’ll be a case of ‘running out of money’ so much as a moment where everybody gets spooked about AI and stops investing entirely. This would be accelerated by any cashflow issues across any major AI startups, any downrounds (IE: raising at a lower valuation), or failed acquisitions, such as when Anthropic walked away from buying Decart for $6 billion earlier in September.

And really, the biggest sign is the most obvious one — the deceleration of Anthropic and OpenAI. If they aren’t going to pay those $1.3 trillion in compute bills, the jig is up for AI data center demand.

The signs are already there that something is up.

Per Irrational Analysis, Anthropic’s record-breaking “$65 billion in annualized revenue run rate” from July 2026 may have been calculated in the single-most-deceptive way I’ve ever heard a startup do so:

Last month, there was a whole kerfuffel in AI/semis/finance circles on Anthropic July ARR. Two numbers were going around. I don’t remember the numbers and frankly it does not matter. You will see.

One ARR number was the traditional “trailing 28 days * 13” number. Personally I hate this venture-capital clown metric but whatever a lot of people use this.

The traditional ARR number was bad and implied deceleration in growth. So the people massively long Anthropic came up with a new ARR number that was July 31st * 365 days.
That’s right folks. If Irrational Analysis is right, Anthropic’s revenue on July 31, 2026 was $178 million, and because the other calculation — 28 days times 13 — created a lower number, the company chose to go with something that should, at a minimum, have investors hiring lawyers and demanding real, tangible answers about how run rate is calculated. Every single reporter with any Anthropic source that can speak to run rates should be screaming at them for clarity, because this is some sub-Enron bullshit.

Even if you don’t trust that analysis, another from TickerTrends surfaced by Callum Williams of The Economist shows Anthropic’s annualized run rate plateauing since, it seems, the beginning of June, and as Williams said, if this is even broadly correct, it’s really, really bad.

Williams also another TickerTrends chart showing OpenAI’s revenue growth had continued to climb…but was showing the initial signs of a slowdown.

Neither of these companies can afford to slow down, in part because of their massive compute obligations, and in part because their massive valuations are based on them being able to pull in, at least in Anthropic’s case, between $190 billion and $200 billion in annual revenue within the next two years.

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Ed Zitron @edzitron.com · 29/09/2026

What makes matters worse is that the more money spent, the more expensive AI infrastructure becomes, meaning that hyperscalers have to raise more debt, which in turn becomes more expensive. AI data centers are an inflationary force unlike any in history. www.wheresyoured.at/dead-money/

And a little under a month later, NVIDIA would bump its prices by more than 15%, partly as a result of memory costs, and partly because it has the entire tech industry by the balls.

So, as more AI data center debt gets issued, said debt becomes more expensive, because the larger the amount of debt any one thing takes up, the more competition it faces, and the more risk an investor carries by holding it. Once the debt is issued, it immediately flows into buying GPUs and associated hardware, slowly growing the cost of memory and hardware, all while increasing the competition for the specialist labor and materials needed to build data centers, such as spiking the cost of Copper, increasing the cost of construction by billions in the process.

In other words, the more you buy, the more you lose. The more money you raise, the more money you need. The more money you need, the more expensive that money becomes. And once you spend that money, everything you spent it on becomes more expensive, including raising more money in the future.

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Ed Zitron @edzitron.com · 29/09/2026

AI companies would need $725 billion in annual revenue for them to have both 10% operating margins and hyperscalers to have a 10% ROIC. We are not even close. None of the economics make sense for either side of the coin. www.wheresyoured.at/dead-money/

Yet the part that really worries me is about the so-called “application layer” — the companies paying the hyperscalers for AI compute — and how much revenue they’d need in totality to be able to justify that hyperscaler capex.

The answers are extremely grim. For hyperscalers to break even on their capex through 2027, their AI customers would have to make around $425 billion in annual revenue, and that’s if they had an operating margin of 10%, a number that includes training costs for OpenAI and Anthropic.

To be explicit, this chart measures how much revenue AI companies would need to have specific operating margins and for hyperscalers to have a specific ROIC. In other words, AI companies would have to make $725 billion in annual revenue to have both 10% margins and for hyperscalers to have a 10% ROIC.

For some context about how far we are from these numbers:

OpenAI estimates it will have $36 billion in revenue in 2026.
Through the first half of 2026, Anthropic had around $16.3 billion in revenue, and if we assume that it’s growing faster than OpenAI, that puts its annual revenue around $40 billion for 2026.
Cursor allegedly hit $4 billion in annualized revenue ahead of its acquisition by SpaceX, but that most decidedly does not mean $4 billion in revenue.
Perplexity is allegedly sitting at around $750 million in annualized revenue, but was at $250 million at the start of the year, making its annual revenues likely somewhere in the $350 million range.
Cognition recently hit $1 billion in annualized revenue ($83 million a month) as of September 25, 2026, but never defined what that meant. Considering that The Information had it at around $900 million a month beforehand, I think it’s likely that its revenues sit at around $300 million to $400 million.
The Information also notes that Cognition expects to burn $800 million this year.
Per The Information, OpenAI and Anthropic represent 89% of all AI startup revenues.
Even if Anthropic and OpenAI doubled their revenues and every single one of these “annualized” figures represented the true annual revenue of the companies, we’d be sitting at an embarrassing $157 billion, or roughly $268 billion short.

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 26/09/2026

Artwork by contemporary printmaker and illustrator Diana Catchpole #WomensArt #ReframingWomenPrintmakers

Photo of a print featuring a hare running in front of a radiating gold sun

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c0nc0rdance @c0nc0rdance.bsky.social · 26/09/2026

Bless the memory of Stanislav Yevgrafovich, the Man Who Saved the World. At a moment when it mattered, he chose humanity.

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Asher Elbein @asherelbein.bsky.social · 27/09/2026

I don't mean what I'm about to say in a sappy way, but a fairly hard-nosed one: natural ecosystems are often remarkably good at recovering from serious local natural disasters *if they are given the chance.*

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Kristin Louise Raught Photography 🌀 @kristinlraught.bsky.social · 27/09/2026

Last night’s Harvest Moon over Seattle. The clouds made it feel even more dramatic as it rose above the Space Needle and the Cascades. Also called the Corn Moon, this is the full moon closest to the autumn equinox.

Orange Harvest Moon behind wispy clouds above Seattle’s Space Needle and skyline, with the Cascade Mountains in the background.

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Katie C @spiffykt.bsky.social · 28/09/2026

When I was in college, we invited all the freshmen women on the fencing team over to bake cupcakes and then spent the entire gathering telling them which men on the team to not be alone with.

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Monica @softtail65.bsky.social · 26/09/2026

It is barbaric. There is no reason for women to be dying from ectopic pregnancies in the U.S. in 2026. Not one.

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Toulouse-Lautrec @toulouselautrec.bsky.social · 15/09/2026

Yvette Guilbert-English Series: Menilmontant de Bruant

This artwork features a delicate pencil sketch of Yvette Guilbert, a popular French cabaret singer, capturing her elegant posture. Created by Henri de Toulouse-Lautrec, the piece reflects his signature style of capturing the Parisian nightlife and the personalities that animated it.

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 26/09/2026

Harvest Moon (Golden Hare) by Tamsin Abbott, English stained glass artist. #HarvestMoon is the #fullmoon closest to the autumn equinox #WomensArt

Stained glass artwork in gold and black featuring a hare lying down amonst grasses under a golden full moon

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The Museum of English Rural Life (MERL) @themerl.bsky.social · 25/09/2026

if you say "The Museum of English Rural Life" three times in a mirror, nothing happens. but if you speak it a fourth time, a man in a smock appears and asks you to incant the poem on the side of this rather menacing jug

harvest festival jug featuring a rather spooky sunshine design

the reverse of the jug, featuring a poem. it reads: "Harvest is come all
busy now in making
of the Barley mow if
you the Barley mow
neglect of Good ale you
can not then expect"

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Mychal Threets @mychal3ts.bsky.social · 24/09/2026

Wow! I got to virtually speak with approximately 30,000 library kids & teachers via First Book and The LEGO Group 🥹 Thank you for giving this neurodivergent librarian an opportunity to say it’s okay to not be okay. The library is for everyone. You’re never too old to play. We all have a story ;

Smiling Mychal in colorful attire, he holds a copy of his and Lorraine Nam’s picture book open as he is surrounded by books

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The City Reporter @thecityreporter.nyc · 24/09/2026

NEW: Two leading Democratic candidates for Congress and several local elected officials were among those taken into custody as the Israeli prime minister assailed Mayor Mamdani at the General Assembly.

buff.ly

More Than 100 Arrests as Demonstrators Block Traffic to Protest Netanyahu at UN

Two leading Democratic candidates for Congress and several local elected officials were among those taken into custody as the Israeli prime minister assailed Mayor Mamdani at the General Assembly.

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Kelvin Noden @nikonkelv.bsky.social · 24/09/2026

Everyone loves a nice stroll on the beach even Wimbrels 🥰😂 #birds #nature #wildlife #photography #nikonZ8 #ukbirds #spurn

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Rick Caruso’s Private Fire Crew @amandasmith.bsky.social · 24/09/2026

As someone with an easy-to-find history of abortion activism: There’s no true abortion rights unless there’s also trans rights, because both are about a person’s right to make their own medical decisions. We are fighting for bodily autonomy, arms linked, because without that we’ll have nothing.

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John Scalzi @scalzi.com · 24/09/2026

From all of us here at the Scalzi Household, wishing you and yours a joyous Bi Day of Visibility

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Parkrose Permaculture @parkroseperma.bsky.social · 24/09/2026

@pressley.house.gov with the moral and correct and also politically savvy take: ABOLISH ICE.

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womensartbluesky.bsky.social @womensartbluesky.bsky.social · 24/09/2026

Artwork by contemporary UK abstract artist Tricia Crowther (via Instagram) #WomensArt

Abstract painting with rectangular and curved forms in different colours surrounded by a dark blue border

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Brunhilde2525 @brunhilde2525.bsky.social · 24/09/2026

It’s a real mystery why I refuse to give my money to a newspaper that platforms racist male supremacist rape apologists. Mike Barnicle in the old days was a burr. Jeff Jacoby is vile. And now Hanania. No thank you.

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John Scalzi @scalzi.com · 22/09/2026

It's generally been my opinion that the dudes complaining about "DEI" are signaling their work is not up to task, I've been winning awards the whole time they've been whining and sure, they will tell you it's because I'm "woke" or whatever, but that's the pathetic mewling of losers right there

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Paul Gundlach @paulsgundlach.bsky.social · 22/09/2026

Happy Tuesday! We are in the final hours of summer 😢. During the equinox the sun rises exactly halfway between its summer and winter extremes, coming straight up my beach path. It's cloudy this year so here's how it looked in 2023. Tap for full size. I hope you have a great day!

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Matthew Noe @noethematt.bsky.social · 22/09/2026

You can't, and shouldn't seek to, replace public schools or libraries with bookstores. You can't replace a public good with a private business, no matter how well-meaning or well-organized it may be.

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CourtWatchMA @courtwatchma.bsky.social · 21/09/2026

"Activists have photographed one more arrest and posted on social media that at least four people were arrested in New Bedford today." #mapoli ICE arrests have been ticking up in New Bedford courts, as @newbedfordlight.bsky.social reported a month ago: newbedfordlight.org/ice-arrests-...

newbedfordlight.org

ICE arrests pick up speed in New Bedford District Court - The New Bedford Light

Court officers have seen ICE detain eight people inside the New Bedford courthouse this year, including three in one week in August. To avoid ICE, some lawyers are now advising immigrant clients not t...

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