iiinova — where your digital self keeps evolving

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Brent Toderian @brenttoderian.bsky.social · 10/10/2026

“In London cyclists now outnumber cars in the City by 2 to 1. Paris, where they now outnumber motorists across the whole city, is catching up with Europe’s traditional bike capitals, Amsterdam & Copenhagen…In Copenhagen, bikes account for almost half of commuter trips to work/school.” @economist.com

economist.com

Forget EVs. Cycling is revolutionising transport

Pedal power is booming, spinning up a new culture war

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Campact e.V. @campact.de · 09/10/2026

Ingenieur*innen, Elektrotechniker*innen, Monteur*innen - sie alle demonstrieren heute vor dem Reichstag und fordern von den Abgeordneten: Erneuerbare Energien ausbauen statt ausbremsen! Sie müssen jetzt dafür sorgen, dass die Gesetzesvorschläge der Regierung zum Wohl Erneuerbarer geändert werden.

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T. Ryan Gregory 🇨🇦 @tryangregory.bsky.social · 10/10/2026

Plagiarizing word-guessing machine isn't as smart as techbros and their stenographers in media suggest. Huh.

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Prem Sikka @premnsikka.bsky.social · 09/10/2026

Shell’s refineries expected to make record profits. Profit margins of $42 a barrel, up from $24 a barrel. Cashing in on global conflicts. Bumper payouts for execs and shareholders. Misery for households and businesses. Millions plunged into poverty. Must levy 100% windfall tax.

theguardian.com

Shell expects refineries to almost double the profit from every barrel of fuel made

Record prices caused by global shortages amid shutdown of war-damaged refineries in Middle East and Russia

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WWF Deutschland @wwf.de · 09/10/2026

AUFGEPASST! Vor ungefähr 15 Jahren haben politische Fehlentscheidungen dazu geführt, das Deutschland seine Solarindustrie verloren hat. Auch jetzt steht die Zukunft von fast 500.000 Beschäftigten in der Erneuerbaren-Branche auf dem Spiel, ohne die wir Klimaschutz in DE btw abschreiben können. 🧵

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Jon Worth @jonworth.eu · 08/10/2026

From my own perspective: there’s no way I am going to do a Paris - London trip *any way other than Eurostar*, because all the other options are obviously worse But that does not make Eurostar outright GOOD

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Doug Parr @dougparr.bsky.social · 07/10/2026

Documents obtained by Freedom of Information requests show that parts of the 'simplification drive' have ended up closely reflecting the demands of fertiliser & chemical companies to roll back environmental & health safeguards Insects in EU have declined 75% in 3 decades www.ft.com/content/3c86...

ft.com

Chemical groups succeed in watering down EU pesticide rules

European Commission and leading MEPs side with industry demands for laxer standards

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Antonio E. Porreca 🐳 @aeporreca.org · 07/10/2026

The Association for Human Mathematics (AHM) statement on OpenAI’s October 6 release of mathematical documents just dropped! www.ahmath.org/statements

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georgeelliot19.bsky.social @georgeelliot19.bsky.social · 08/10/2026

From any basic considerations about automation its clear that everything these companies have done and everything they are trying to do should be banned. There are other paths for AI (including other paths to advanced math tools) but this industry needs to be shut down.

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Greg Pak @gregpak.net · 08/10/2026

At Monday's hearing, City Councilmember Eric Dinowitz repeatedly asked an OpenAI rep if this tech would write entire essays for students and she repeatedly avoided answering. The entire company is predatory trash run by obfuscators and liars.

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Olivia Guest · Ολίβια Γκεστ @olivia.science · 20/10/2025

Pretty sure real science is actually reading the papers, thinking very deeply, and more, before writing, not generating literature review-like objects with no authorial intent or legwork

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Ed Zitron @edzitron.com · 06/10/2026

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.

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Ada Palmer @adapalmer.bsky.social · 06/06/2026

Love this news but hate the "surprise comeback" framing. Teams around the globe worked incredibly hard to protect & expand mangrove forests & it worked! Please just say, "We tried and we succeeded! Go team Earth!" We must admit our victories to give people the heart to keep trying! #ShareGoodNewsToo

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Farrukh @implausibleblog.bsky.social · 05/10/2026

Dr Ellie Chowns, "If we're talking about security against things that kill many people, covid, killed 250,000 people in this country and cost us hundreds of billions" "But I don't hear anybody in this country talking about pandemic preparedness - why is that?"

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NylaNox FBPE @nylanox.bsky.social · 05/10/2026

Christopher Olah of Antrhopic 'blew a gasket' when the Pope stated: “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” 2/2 www.vaticannews.va/en/pope/news...

vaticannews.va

Pope Leo’s ‘Magnifica humanitas’: AI must serve humanity not concentrate power - Vatican News

Marking the 135th anniversary of Rerum novarum, Pope Leo XIV releases his first encyclical, entitled ‘Magnifica humanitas: On Safeguarding the Human ...

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NylaNox FBPE @nylanox.bsky.social · 05/10/2026

Anthropic repeatedly lobbies the Pope to say that their 'AI' (LLMs) have consciousness. The Pope issues a statement that AI models may “imitate language” and “simulate empathy and understanding, but do not understand what they produce.” 1/2 futurism.com/artificial-i...

futurism.com

Anthropic Has Been Aggressively Lobbying the Vatican to Consider AI Consciousness

An Anthropic delegation at the Vatican tried to lobby the Pope's advisers to convince him that AI models could be conscious.

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Niall Ó Conghaile @nialloconghaile.bsky.social · 02/10/2026

PS this is often dismissed by pro-Europeans in the UK, but public statements really matter. Europeans want to hear actual positivity about Europe from a UK PM PPS but he has got people talking about UK relations PPPS what happens when Burnham is knocked back is the key, that's when options open

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Niall Ó Conghaile @nialloconghaile.bsky.social · 02/10/2026

Fascinating chat with a diplomat from a major European country this wee. In short, Burnham's speech has not had a big impact. The position, they say, is that UKG wants broadly speaking full access to the European single market. However: A 🧵

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David Ho @davidho.bsky.social · 05/10/2026

This is a joke. Please don’t @ me. It’s horrifying, and it’s another way that LLMs usage will waste a lot of people’s time. The natural endgame is LLMs creating proposals, reviewing them, “doing research”, creating papers, reviewing them, and everything will be mediocre.

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Ed Zitron @edzitron.com · 04/10/2026

Damn this actually goes pretty hard, front page of the business section. “I love tech, but hate the tech industry” World-renowned AI critic Ed Zitron has gone from a loud outsider to a voice that the world’s most influential media outlets listen to. And he believes the worst is yet to come.

Lündag 3 oktober 2026
7+0,78%
OMX-5, L ÂR 7,2%
7+1,17%
DAX LAR 3,0%
Svenska Dagbladet
· 11,30
EURO, IGAR -D öre
SvD Näringsliv
Otto Klaar: Det ar svart att inte imponeras
Stockholm i går
över hur bra Volvo Cars lyckats prestera i en
så hopplöst svär bransch - men räcker det?
• Aktieanalys | Börs&marknad | Sid 14-15
· 10,03
DOLLAR, IGAR -2 öre
Stockholm 1 år
"Jag älskar tech, men hatar techindustrin"
• Världskände Al-kritikern Ed Zitron har gått från högljudd
outsider till en röst som världens tyngsta medier lyssnar
på. Och han tror att det värsta återstår. sid 6-s
Författaren och Al-skeptikern Ed Zitron. Fote: Roberth Johansson
Kontakta SvD
www.SvD.se
Ställ om och
gå om!
Bli en företagare i tiden.
Läs mer på swedbank.se/hallbart-foretagande
Swedbank

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SANTA CLAUS @santaclausalaska.bsky.social · 04/10/2026

“The fact that MacKenzie Scott, Jeff Bezo’s ex-wife & one of the single biggest donors in history, has given over $26 BILLION to charity and NOT run out of money really puts into perspective how the arguments against a billionaire wealth tax are just bullshit." (@afghanmounatingoat) TAX THE WEALTHY!

A color photo of MacKenzie Scott.
“The fact that MacKenzie Scott, Jeff Bezo’s ex-wife and one of the single biggest donors in history, has given over $26 BILLION to charity and NOT run out of money really puts into perspective how the arguments against a billionaire wealth tax are just bullshit."
(@afghanmounatingoat)

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Prof Bill McGuire @profbillmcguire.bsky.social · 02/10/2026

#FOTW Daily Post 2 Fossil fuels are just old sunlight - stored solar energy from deep time that we're now burning all at once. The sun already sends us 10,000x the energy we need. We're digging up the past instead of making the most of the gift above #FateOfTheWorld — please reshare + tag 2

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Samuel Moore @samuelmoore.org · 02/10/2026

"The University of Cambridge refused to sign plagiarism detection software Turnitin’s new licence agreement, which could have allowed students’ work to be used to train artificial intelligence (AI) models."

varsity.co.uk

Uni opposes Turnitin AI training plans

The University is now exploring alternatives to the plagiarism detection service, according to the SU

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Virginia S. O'Possum, but scary @virginiaopossum.bsky.social · 01/10/2026

Oh, golly. I'm now being trained on "Context Framing" for AI. It seems pretty obviously a task that serves the AI company more than it serves users: Break down your thought processes into a template the AI can follow. Sure, maybe I get better results, but Microsoft/OpenAI also get that map.

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Mourning NAVALNY😢 @jan-readsalot.bsky.social · 30/09/2026

I can’t wait for this day.

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NylaNox FBPE @nylanox.bsky.social · 30/09/2026

Even literary translators experience a huge loss of income. Translating is a highly skilled profession. Vastly undervalued, practised by many women, it cannot be left to machines that flatten our languages, only searching for most commonly used phrases (lowest common denominator of meaning).2/2

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NylaNox FBPE @nylanox.bsky.social · 30/09/2026

thank you @nicoleseifert.bsky.social for reminding us that today is the Feast of St Jerome, the patron saint of translators. If divine intervention were ever needed, it certainly is in the field of translation where machine translations now dominate. 1/2

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Nicole Seifert @nicoleseifert.bsky.social · 30/09/2026

Heute ist Hieronymustag, der internationale Tag des Übersetzens, und wir Übersetzenden fordern von den Verlagen, dass sich unsere Arbeitsbedingungen endlich ändern. Es reicht. #weilesnichtreicht

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Kresten @kresten2.bsky.social · 29/09/2026

Let us wait and see. Usually the UK runs away, from every thing, once they are told the requirements. The cost and the commitment needed usually dampens the spirit of the UKG. It needs to be more than just words. The UK needs to realise its position…that they hold no cards at all. Let us see…

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Ed Zitron @edzitron.com · 29/09/2026

Per Reuters, Anthropic has $252 billion in non-cancelable compute obligations across Microsoft, Google and Amazon, and $161.2 billion in Broadcom TPU lease obligations that are "largely non-cancelable". Truly insane. $413 billion in non-cancelable contracts. www.reuters.com/business/ant...

The company said it plans to spend at least $111.1 billion with Alphabet's (GOOGL.O), opens new tab Google, $110 billion with Amazon (AMZN.O), opens new tab and $31.4 billion with Microsoft (MSFT.O), opens new tab under long-term infrastructure service obligations over the next seven to 10 years "regardless of ⁠usage."
Anthropic is separately carrying about $161.2 billion of Broadcom (AVGO.O), opens new tab-related equipment lease obligations that are largely non-cancelable, according to the prospectus. Anthropic filed for an IPO confidentially with the Securities and Exchange Commission in June but its paperwork has not been publicly disclosed.

Anthropic did not immediately respond to a request for comment about the filing.
The company said it committed to pay Google between April 2026 and July 2033 and Amazon between May 2026 and April 2036.
"If our actual spend falls short, we must pay Google the difference," the company said, adding that similar terms apply to its Amazon agreement.
It added its commitment with Microsoft of $31.4 billion between November 2026 and May 2033 "is non-cancelable except in the event of Microsoft's uncured material breach."

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Brexit Bin 🇪🇺 🇬🇧 🇩🇪 @brexitbin.bsky.social · 29/09/2026

SPOILER ALERT: Brexit has done ZERO good. It's caused nothing but harm, and has destroyed lives and livelihoods for millions.

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Ed Zitron @edzitron.com · 28/09/2026

AI has lost the Mandate of Heaven I’m afraid. WSJ saying it’s a “when” the ai bubble bursts. SNL dabbing on their biggest names for being weird. FT says 50% of chips sold in 2026 and 2027 have nowhere to go. Hundreds of billions short on revenue for even 10% ROIC. A disaster.

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Mrs. Betty Bowers @mrsbettybowers.bsky.social · 27/09/2026

Cornell University takes rape so seriously that seven #ChiPhi fraternity rapists (Matthew Ingalls, Jonathan Newell, Winston Lee, Gillio Lopes, Diego Sarabia, Scott Norris and Scott Kretzschmar) were punished by having to write an essay. And you wonder why women don't feel safe . . .

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Foz Meadows @fozmeadows.bsky.social · 27/09/2026

Just like an abusive husband smashing up his wife's possessions, the tech industry likes to act as if it's breaking things at random, as a chaotic byproduct of raw innovation, when it fact it's very clearly and systematically targeting human rights, worker protections and social safety networks.

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Foz Meadows @fozmeadows.bsky.social · 27/09/2026

Lundy Bancroft once noted that when abusive men break things in anger, it's never their own possessions, but always their victim's. That tech and AI's policy of "move fast and break things" has never yet included white supremacy, patriarchy, misogyny or other toxic systems therefore feels telling.

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NylaNox FBPE @nylanox.bsky.social · 25/09/2026

my friend Zoe Popham is showing her new film at the cyprus International Film Festival - Golden Aphrodite CYIFF www.facebook.com/cyprusfilmfest, A very British Christmas comedy called 'To Family Old and New'. Congratulations!

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David Henig @davidheniguk.bsky.social · 24/09/2026

Oh, we're still on the "significantly reformed EU" nonsense are we? Like the UK has the power to dictate terms as a returning hero or some such? Same EU as per the last 40 years at least. Be part of it or not. Full stop. www.theguardian.com/politics/202...

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@SueCymraes.bsky.social🏴󠁧󠁢󠁷󠁬󠁳󠁿🇰🇼🇳🇫 @suecymraes.bsky.social · 23/09/2026

Did they blink? The Lib Dems with 72 seats in parliament has held its annual conference- apparently!!! N hardly a mention on BBC news and nothing on Newsnight!!! I find this very scary, especially with the BBC’s habit of repeating Reform statements as fact rather than something for discussion!

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Margo Gontar @margogontar.bsky.social · 23/09/2026

I just want to repeat this : Russia double tapped a shopping mall in Ukraine today , and I’m sure it won’t make breaking news in big foreign mainstream media . Because it’s yet another one . Because it’s so horrible for so long it’s not breaking news anymore .

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Ed Zitron @edzitron.com · 23/09/2026

Fidelity’s Director of Global Macro saying that the AI trade has been “dead money” for three months, and that it’s inflationary, meaning (as I’ve discussed multiple times) that the more debt they raise the more expensive debt becomes and the more they build data centers the more expensive it gets

Post
...
Jurrien Timmer @TimmerFidelity
X.com
On the Al front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up.
(1/2)
500
475
450
425
400
375
350
325
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275
Al Metrics
Daily Data. Source: FMRCo, Bloomberg
• GS Al basket
387
359
56%
283
249
200
175
150
•Silicon Data LLM token expenditure index (50d chg)
•Silicon Data H100 GPU rental index (50d chg)
•Silicon Data A100 GPU rental index (50d chg)
Aug-25 Oct-25 Dec-25 Jan-26 Mar-26 May-26
Nov-24
Jan-25
Feb-25
Apr-25
Jun-25
Data as of 9/20/2026. Past performance is no guarantee of future results
Jul-26
70%|
60%
50%
40%
30%
20%
0%
-10%
-20%
-30%
-40%
-50%
-60%
Sep-26
A Fidelity
8:45 PM • 9/22/26 • 32K Views

Jurrien Timmer &
@TimmerFide... 2h S •
Yes, Al will change our lives (for the better l 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 until then the buildout is inflationary with an unknown return for the companies who are investing trillions into compute. The demand fo capital (equity and debt) from corporates is rising at a $3.3 trillion clip.
(2/2)
$9,000
$8,000
$7,000
$6,000
$5,000
$4,000
$3,000
$2,000
$1,000
$0
-$1,000
-$2,000
$3,000
-$4,000
-$5,000
Crowding Out?
Monthly Data. Source: FMRCo, Bloomberg, Fed FoF Report.
non-financial corporate debt issuance (Sbi) equity share redemptions (buybacks + M&A)
Shading: US deb/GDP
inflation-adjusted
- total corporate net issuance (debt + equity)
housing bubble
+$7,924
bubble
Jun-20, +$6,597
+$3,462
dot.com bubble
Jun-00, +$3,233
+$3,999
Al capex
Jun-26, +$3,251
+$3,129
debt issuance + M&A
debt-equity arbitrage
+$123
-$197
debt-equity arbitrage
-$2.054
$2,175
-US Treasuries held by China
-$3.485
-US Treasuries held by Japan
—US Treasuries held by Fed's SOMA
—US Treasuries & agencies held by US banks
-$2,911
-$3,449
• $4,597
$3,602
$4,800
$2,400
$1,104
$1,200
$618
$600
1997
1999
2001
2003
2005
2007 2009
2011
2013
2015
2017
2019
2021
2023
$300
2025
2027
Data as of 9/20/2026. Past performance is no guarantee of future resuts
2029
•Fidelity
L71
50

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Olena Halushka @halushka.bsky.social · 22/09/2026

Worth reminding over and over again: if russia stops fighting, there will be no war; if Ukraine stops fighting, there will be no Ukraine.

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Alex Hanna @alexhanna.bsky.social · 22/09/2026

"Claims of incipient, dangerous superintelligence are not based in good scientific or engineering practice. Rather, they are narratives based in ideologies of transhumanism, eugenics, and wishful thinking about imagined future digital humans." - @timnitgebru.blacksky.app + @emilymbender.bsky.social

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Chris Hayes @chrislhayes.bsky.social · 18/09/2026

the experience of COVID really drove this home for me. It wans't the apocalypse, life went on, but a million people died and there were enormous social costs, some of which continue to this day and then when it was done most people were like "let's never think about that again"

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