iiinova — where your digital self keeps evolving

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Ed Zitron @edzitron.com · 14/10/2026

Gartner says that by 2030, 80% of neoclouds will have ceased operations, that AI data center owners would need to generate $8.5 trillion in revenue to cover the current spend and hit an ROIC of 12%, and that $4tr+ in assets face writedown risk by 2032. www.gartner.com/en/newsroom/...

By 2030, 80% of Neocloud Providers Are Expected to Cease Independent Operations
More than $3.5 trillion of AI infrastructure spending could be exposed to impairment by the end of 2030, if AI providers continue their current pace of capital spending, according to Gartner, Inc., a business and technology insights company.

“In 2026, AI providers are expected to spend nearly $1 trillion on AI infrastructure, and are forecast to invest an additional $6 trillion between 2027 and 2030,” said Will Sommer, Sr Director Analyst at Gartner. “However, our research indicates that enterprise and consumer AI revenue will be insufficient to support profitable returns on all planned AI capital expenditures during this period.”

“Through 2030, AI data center owners would need to generate a cumulative $8.5 trillion in revenue to cover announced capital spending, financing costs, and a 12% return on invested capital (ROIC), which we assume to be the hurdle rate of investment capital,” said Sommer. “However, total enterprise and consumer AI revenue that can be attributed to AI data centers during this period is forecast to reach no more than $3.6 trillion. Because most AI-native providers operate asset-light business models, we predict that less than half of AI revenue will be earned by providers that own significant AI infrastructure.”

Failure to achieve sustainable ROIC on rapidly depreciating assets would almost certainly necessitate write-downs. Based on Gartner projections, a continued AI infrastructure investment trajectory could leave more than $4 trillion in asset value exposed to write-down risk through 2032. In this scenario, Gartner does not expect the 12% ROIC to be achieved until the end of 2032 at earliest.

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Kristofer @palmestal.se · 09/10/2026

Listan med länder som har en snabbare elektrifiering av sin personbilsflotta inkluderar nu Nepal, Uruguay och Vietnam. Grattis till dem!

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Robbie Andrew @robbieandrew.bsky.social · 08/10/2026

How's your country's passenger car transition going?

Graph showing: Share of BEVs sold by country in most recent six months of available data

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Niklas Blomqvist @blmqvst.bsky.social · 08/10/2026

Svenskt Näringsliv vill höja pensionsåldern, men inte betala full lön för arbetare som är 65 år eller äldre. "Men för privatanställda arbetare upphör arbetsgivarens inbetalningar till tjänstepensionen redan vid 65." arbetet.se/2026/10/08/s...

arbetet.se

Helt rätt av facket att hota Svenskt Näringsliv med strejk

Håll tassarna borta från arbetarnas pengar!

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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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Robbie Andrew @robbieandrew.bsky.social · 03/10/2026

Data updated through September so far: ▸Chile ▸India ▸Ireland ▸Italy ▸Norway ▸Portugal ▸Spain ▸Sweden ▸Switzerland ▸Thailand

robbieandrew.github.io

Collected vehicle registration data

Frequently updated charts and data for new vehicle registrations across countries.

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Kristofer @palmestal.se · 05/10/2026

Not now pneumatic plagiering, read the room, we are busy

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Robert Reich @rbreich.bsky.social · 03/10/2026

With this monopolized media empire comes not just size but unprecedented power. The power to throw workers under the bus. The power to price-gouge because consumers have few alternatives. The power to decide which stories get told, but more importantly, which stories DON'T get told.

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Robbie Andrew @robbieandrew.bsky.social · 23/09/2026

The US EIA is currently forecasting US fossil-fuel emissions to drop by 1.7% in 2026. robbieandrew.github.io/USA/

Graph showing: Changing EIA forecasts for US CO2 emissions in 2026 (Source: https://robbieandrew.github.io/USA/)

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ProPublica @propublica.org · 14/09/2026

NEW: Donald Trump Jr.’s Bahamas Wedding Was Secretly Bankrolled by Russian Oligarch Close to Putin Umar Kremlev footed the bill for hundreds of thousands of dollars of wedding expenses at Donald Trump Jr.’s lavish wedding, including renting out a private island and paying for the fireworks show.

propublica.org

Donald Trump Jr.’s Wedding Bankrolled by Putin-Linked Russian Oligarch

The oligarch, Umar Kremlev, spent hundreds of thousands on expenses like renting out a private island. He appears to have met Trump Jr. only recently, but he attended the intimate wedding with a large...

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Marie Demker @vanstrastranden.bsky.social · 17/09/2026

Alltså, den dag Kristersson avgår som statsminister väljer Aktuellt att viga hela sändningen åt moderaternas möjlighet att bilda en ny regering. Och programledaren har noll auktoritet, låter okommenterat manlig politisk influencer bildligt klappa inbjuden kvinna på huvudet.

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European Space Agency @esa.int · 15/09/2026

✅ Signals acquired. FLEX and Sentinel-3C are in orbit and healthy. 🔗 www.esa.int/Newsroom/Pre...

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Nicolas Fulghum @nicolasfulghum.bsky.social · 14/09/2026

Among the doom and gloom, here's a hopeful development: China's industry is switching from fossil fuels to electricity. The future energy system runs on electricity.

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Erik Angner @erikangner.com · 12/09/2026

The Prime Minister of Sweden 🇸🇪 Ulf Kristersson just dismissed my colleague Åsa Wikforss – Professor of Theoretical Philosophy at Stockholm University, Member of the Swedish Academy and the Royal Academy of the Sciences, and celebrated author of numerous books – as "princess" 🧵

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Owe Nilsson @owenil.bsky.social · 12/09/2026

Några timmar senare hotades Jonas Attenius till livet och kallades för landsförrädare. Jomshof är en uppviglare som borde utvisas tillbaka till Finland.

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La Résistance @johannalinder.bsky.social · 12/09/2026

Tråd: Idag var det Österängsdagen. Folkfest i förorten. Alla partierna var där. Vi var också där såklart o hade workshop med barn. Jag satt med två flickor i sjuårsåldern. Den ena flickan blev klar med sin garnboll och sken upp av glädje. - Va fin! sa jag. Den får du visa för mamma o pappa!

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Marcus Larsson @skolinkvisition.bsky.social · 11/09/2026

- Moderat skolägare som låg bakom friskolereformen skickar SMS när Ulf varit duktig. - Annan moderat skolägare som skrev friskolereformen tillhör hans frus inre PR-krets. - Statsministerparets bästa vän är landets främsta skollobbyist. - Ulfs fru sitter i friskolestyrelse.

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Eurogamer @eurogamer.bsky.social · 12/09/2026

Rockstar Games and the Independent Workers Union of Great Britain (IWGB) have traded blows in fiery opening statements during the final employment tribunal hearing, relating to the sudden firing of 31 Rockstar North employees nearly a year ago. bit.ly/4xgI0nx

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Staffan Landin @staffanlandin.bsky.social · 09/09/2026

Om någon fortfarande tvekar över hur misslyckad Socialdemokraternas triangulerande valstrategi varit - ens på kort sikt: Det senaste året har partiet tappat nästan 8 procentenheter i opinionsundersökningarna. Det motsvarar en halv miljon väljare.

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Ola Spännar @olaspannar.bsky.social · 08/09/2026

Tre nattågslinjer har lagts ner. Samtidigt har flygskatten avskaffats, avvecklingen av Bromma flygplats stoppats och rekommendationen att välja tåg tagits bort ur statens resepolicy. Plus att flygplatserna fått extra bidrag klimatgranskaren.se/facit-2022-2...

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Marcus Larsson @skolinkvisition.bsky.social · 07/09/2026

”Sex tidigare riksdagsledamöter jobbar i dag som lobbyister och får samtidigt ut inkomstgaranti. En anledning till att man kan fortsätta kvittera ut inkomstgaranti är att man förlagt lobbyverksamheten i ett eget bolag.” www.gp.se/politik/de-l...

gp.se

50 politiker återvände till riksdagen – som lobbyister

Sök själv bland besöken i GP:s databas

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Robbie Andrew @robbieandrew.bsky.social · 06/09/2026

New draft regulations would require all ground solar and onshore wind facilities in India to be paired with two-hour co-located storage at 10% of the installed capacity, for all plants commissioned after 1 July 2027, increasing to 20% and four hours from 1 July 2029. Out for comment now.

cea.nic.in

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Marcus Larsson @skolinkvisition.bsky.social · 05/09/2026

Ny forskning visar att när den offentliga äldreomsorgen minskar försvinner inte omsorgsbehoven. Anhöriga får ta ett större ansvar, samtidigt som privat köpt hjälp ökar främst bland grupper med större resurser. Det förstärker ojämlikheten i äldreomsorgen. tankesmedjanbalans.se/ny-forskning...

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Morgan Finnsiö ⤦⤦⤦ @morganfinnsio.bsky.social · 04/09/2026

Alice Teodorescu har tidigare lyft fram som ett "skrämmande fakta" att "år 2063 kommer vita britter att vara en minoritet i sitt eget land". Hon uttrycker nu vit makt-retorik om att "den demografiska förändringen" i Sverige kommer göra så att "borgerligheten i princip inte längre kan vinna val".

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Marcus Larsson @skolinkvisition.bsky.social · 02/09/2026

Både jag och Andreas Mörck kan säkert hitta småsaker att att anmärka på men det här är en väldigt bra sammanfattning av vad vi vet (och inte vet) om friskolevinsterna. OBS! Det finns en väldigt central tabell över olika vinstmått som kommer i efterföljande poster. www.dn.se/sverige/fakt...

dn.se

Fakta i frågan: Hur mycket pengar har gått till friskoleägare istället för till eleverna?

I över 30 år har skoldebatten kretsat kring friskolor och vinstuttag. Pågår det ett läckage av skattemedel? Fakta i frågan reder ut.

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Morgan Finnsiö ⤦⤦⤦ @morganfinnsio.bsky.social · 31/08/2026

Den här personen sitter i riksdagen.

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Marcus Larsson @skolinkvisition.bsky.social · 01/09/2026

Läser Acta Publicas rapport om kriminalitet i vård- och omsorgssektorn, beställd av Polismyndigheten. De har bland annat granskat hur pengar flyttas genom koncernbidrag, från utförarbolag till ägarbolag, så att utdelning görs i andra bolag än vårdbolaget. Otroligt intressant!

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Maths Nilsson @mattanurret.bsky.social · 29/08/2026

På tal om att PM Nilsson tycker man är vänsteraktivist om man talar illa Peter Thiel och Palantir. Här förklarar Palantirs UK-chef Louis Mosley hur världen censureras av nätverk av universitet, media, faktagranskare osv

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Bruksdöd @bruksdod.bsky.social · 24/08/2026

Jag föreläste om något någon gång. *Manlig elev klappar sin kompis bredvid på axeln, får uppmärksamhet och pekar på mig* Jag: *avbryter*.... vad? Elev: Varför.... håller du händerna sådär mattias? Jag: öööh va? Jag gör alltid gester när jag föreläser? Elev: Nejmen, så här! *formar händerna

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Erik Angner @erikangner.com · 19/08/2026

"When a classmate was deported, I stopped studying Swedish … I no longer see a future for myself here." | As a result of its restrictive, arbitrary, and capricious migration policy, international talent no longer consider Sweden an attractive destination: www.tn.se/arbetsmarkna...

tn.se

Därför väljer internationella talanger bort Sverige – ”Har skrämt många”

Migrationsverkets allt hårdare granskningar, indragna visum under pågående studier och nya begränsningar av studenters rätt att arbeta får masterstudenter vid Karolinska Institutet att söka sig till a...

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Chris Bratt @chrisbratt.bsky.social · 18/08/2026

The fired Rockstar workers are asking supporters not to boycott GTA 6, but instead, to directly support the union's legal costs as it approaches next month's employment tribunal.

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Ember @ember-energy.org · 17/08/2026

EU solar generation reached RECORD levels in June & July, providing 25% of generation each month ☀️ Solar output was especially high during the heatwaves, helping the grid meet extra power demand. Other sources like nuclear, hydro & gas struggled with the heat. ember-energy.org/lat...

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noyb – European Center for Digital Rights @noyb.eu · 04/08/2026

🍪 Visit killthecookiebanner.eu to learn more and find out how you can take action! #KillTheCookieBanner

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Our World in Data @ourworldindata.org · 05/08/2026

How close is the world to eradicating guinea worm disease? Guinea worm disease, also known as “dracunculiasis”, is a painful and debilitating parasitic infection. The guinea worm’s larvae can invade a person’s stomach and intestines when they drink contaminated water, such as from a stagnant pond.

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Ember @ember-energy.org · 31/07/2026

Battery storage in the EU is set to QUADRUPLE from 37 GW in 2025 to 178 GW by 2030 🔋 This could enable far more wind and solar power to be absorbed and reduce the region's reliance on gas for grid balancing. ember-energy.org/lat...

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Zeke Hausfather @zekehausfather.com · 31/07/2026

2026 El Niño models continue their inexorable march upwards. CanSIPS (which used to be among the cooler ones!) released their August runs today, and now show a Nov/Dec peak of 3.6C (CanESM5) and 4.2C (GEM-NEMO). For reference, the prior record El Niño peaked at 2.8C.

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Christian Lindell @lindellch.bsky.social · 31/07/2026

Ursäkta en lång tråd, men jag tycker det är intressant att se vad som händer när tidöregeringens fördomar möter verkligheten. Det finns ett intressant mönster i regeringens uppdrag till expertmyndigheter om invandrings effekter: SCB fick i uppgift att börja mäta "självförsörjning".

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Leo Hickman @leohickman.carbonbrief.org · 30/07/2026

"Antalya on fire..." Yes, this is the Turkish city due to host the next UN climate conference, COP31, this November

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Mayor Zohran Kwame Mamdani @mayor.nyc.gov · 22/07/2026

Benjamin Netanyahu is a war criminal.

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Johanna Sjödin @johannasjodin.substack.com · 13/07/2026

"Den akuta hungersituationen har förbättrats något, men i övrigt är läget ”fullständigt brutalt”. – Det finns ingen vattensanitet, inget shelter, folk bor på en tredjedel av Gazas territorium och det är otroligt varmt på sommaren." www.svt.se/nyheter/utri...

svt.se

Carl Skau: Fullständigt karastrofläge i Gaza – Senaste nytt om kriget i Gaza

Kriget i Gaza, som inleddes efter Hamas attack mot Israel den 7 oktober 2023, har lett till tiotusentals civila dödsoffer och svårt humanitärt lidande. Följ det senaste om utvecklingen i SVT:s liverap...

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