iiinova — where your digital self keeps evolving

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David Gerard @davidgerard.circumstances.run.ap.brid.gy · 07/09/2026

the AI bros are disappointed in GPT-6 already, saying it's worse at coding and veeeerrrrry slooooowww this does not matterl. next model bro

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Tyler @electriceden92.bsky.social · 12/09/2026

I don't think it's another DeepSeek-type competitor, I think it's them knowing they're almost out of road

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Jesse Felder @jessefelder.com · 16/09/2026

‘The problem that they face is that they made a bet, the bet hasn’t worked, the open source guys are eating their lunch, they’ve just had a disastrous PR cycle with data centers and HuggingFace, and the markets don’t want to give them more money.’ www.cnbc.com/video/2026/0...

cnbc.com

Investors should be thoughtful about risk factors in upcoming AI IPOs: Elevation Partners' McNamee

Roger McNamee, Elevation Partners founder, joins 'Squawk on the Street' to discuss McNamee's thoughts on AI technology, how investors should consider the companies in this space and more.

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Ed Zitron @edzitron.com · 17/09/2026

Futurism does not get anywhere near as much credit as it deserves for its reporting/coverage in general!

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Connor the Braixen (Seafoam Gaming) @seafoamgaming.bsky.social · 11/09/2026

A must listen. I frequent a mental health forum pretty often because it helped me last year and I see people going to dark places mentally there because of this temu harry potter twat and it makes me SO FUCKING MAD. Doom trolling should be fucking illegal or make you get testify under oath about it.

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Ed Zitron @edzitron.com · 11/09/2026

Holy shit. Bloomberg just verified one of my biggest scoops - that Microsoft only has 2gw of operational capacity. I had it at 1.993GW in prep for the story that @aishadown.bsky.social and I did for the guardian. Vindication! www.theguardian.com/technology/2...

Brody Ford @BrodyFord
Lot of speculation out there about how many GPUs are actually deployed.
Today, Microsoft has about 2GW of Al-specific capacity live. around 17% of the total fleet.
Only about 2 gigawatts of the company's current 12-gigawatt capacity is centered on Al-specific chips, the people said. This is expected to grow to about a third of the 38 gigawatts Microsoft plans to have online in 2032, they said.
Brody Ford @BrodyFord_ • 23h
scoop: Microsoft is planning a massive expansion of its data center fleet to 38 gigawatts. $msft w/ @mattmday bloomberg.com/news/features/...
3:15 PM • Sep 11, 2026 • 12.5K Views

Are Microsoft's AI
plans being held back by a shortage of chips?
Guardian investigation finds
apparent discrepancy between what tech company has said about its AI capacity - and the
number of advanced chips it
has in operation
By Aisha Down and Ed Zitron
A Microsoft datacentre in the North Holland village of
Middenmeer in the Netherlands. Photograph: Ramon van
Flymen/EPA

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Ed Zitron @edzitron.com · 11/09/2026

This begs several questions: 1. Where is Microsoft’s capex going? 2. Why has it been saying it’s added a GW of capacity a quarter? 3. As one of NVIDIA’s largest customers: where are the GPUs Microsoft is buying going? Because it clearly isn’t into a data center.

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Spooky Sasquatch @nerdysasquatch.bsky.social · 04/09/2026

The only reason why the AI bubble hasn't burst yet, though the signs that it is beginning to happen are there, is because governments and Big Tech keep feeding it money. They are only delaying the inevitable, and I can't wait for the AI fad to die like NFTs and the Metaverse.

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Em Void 🏳️‍⚧️ @coherentvoid.bsky.social · 02/09/2026

Just some ideas. The system has splintered and people are disengaging. Accelerating. AI will attempt a major rebrand just before the bubble pops. We see now the machine is cannabalizing itself. Burning whatever fuel it can find. As the rats leave the ship, they'll take the money with them.

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Ed Zitron @edzitron.com · 02/09/2026

This is pretty catastrophic and I'm not sure how either of these companies reverse the trend. It really appears the AI bubble is based on the whims of maybe a few hundred companies spending money on two companies to justify five companies spending money with one company.

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Ed Zitron @edzitron.com · 24/08/2026

There is a vague assumption that “ai is changing everything” based on everyone shoving it in everything and rich people saying it’s the future. This era is going to look very stupid in the future

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Ed Zitron @edzitron.com · 24/08/2026

Also even within articles stating AI is overhyped and a massive bubble people still say stuff like “while I don’t dispute the transformative potential of AI” or “AI will obviously one day change everything” like they’ll be shot without the disclaimer

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jess m. ☕🍂 @jametc.bsky.social · 18/08/2026

I cannot stress enough: the AI bubble has already popped it is just being kept on life support by corporations trying to squeeze even a dollar more out of their shit investment, and tech bros doing the same before abandoning their shit company startups. keep hating on AI, you're winning

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Desja Rocket - 🔜 ??? @desjarocket.bsky.social · 19/08/2026

Like one old tech bro says in YouTube "AI is the new spam. No one likes spam. Just junk taking up space in your email". I agree. Just trash and takes up space. Also burns off energy and waste precious water to cool off the systems.

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Blaise Boo-lysse Bernard Collins @wittywebhandle.bsky.social · 18/08/2026

"Markets will like what I tell them to like." - USA

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indighost! (but spooky) @indighost77.neocities.org · 12/08/2026

the ai bubble WILL pop, by any means. i still believe this

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Blaise Boo-lysse Bernard Collins @wittywebhandle.bsky.social · 10/08/2026

Note that $500B is also the same figure that was promised w/ Stargate. So this is a somehow even more vaporware version of Stargate as an attempt to steer the narrative out of a complete tailspin.

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Ed Zitron @edzitron.com · 09/08/2026

The unsaid part of this is that both Google and xAI are looking like they’re sort of giving up on frontier models, which means they will create more supply and less demand for AI compute, further centralizing it around Anthropic and OpenAI. The void yearns

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Ed Zitron @edzitron.com · 04/08/2026

Analysts estimate that 70%+ of Microsoft, Google and Amazon's present and future AI revenues are from Anthropic and OpenAI's compute spend and model sales. Outside of two unsustainable AI labs, demand barely exists, and they've massively overbuilt capacity. www.wheresyoured.at/the-ai-deman...

wheresyoured.at

The AI Demand Bubble

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, in...

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Ed Zitron @edzitron.com · 01/08/2026

Ah yes this is right - I mixed it up with Google’s investment in anthropic which was at a lower valuation than the latest! It’s more likely that this was to make sure Amazon actually got paid lol bsky.app/profile/toro...

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Ed Zitron @edzitron.com · 01/08/2026

This was meant to be due when OpenAI ipo’d or hit AGI, neither of which happened. Suggests OpenAI is burning way too much money and Amazon is trying to post another net equity gain in Q3, likely to try and paper over what was weak revenue guidance

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thirty-two @j.holmes.codes · 30/07/2026

There is no universe where LinkedIn, subsidiary of Microsoft, is benevolently giving you a button that says “AI slop” that isn’t collecting training data on you the user and the posts you mark and attempting to improve their own AI to produce less obvious slop. Like. Come on.

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Ed Zitron @edzitron.com · 29/07/2026

finally got a link to share with people who try and say "oh you DON'T LIKE AI??? what about ALPHAFOLD!!!!" as if it has anything to do with any of this AI capex

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Nash @radiodeadair.com · 29/07/2026

Curious how many of these studios are publicly traded. "AI" hype is in the same bin as blockchain hype, NFT hype, and metaverse hype: a magic word you say over and over in the hopes that investors will fall under your spell.

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Carl Quintanilla @carlquintanilla.bsky.social · 20/07/2026

Getting spicier. 🌶️ @nikkei.com $META $ORCL asia.nikkei.com/business/tec...

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YARDCG @yardcg.bsky.social · 17/07/2026

What profits? This is how well the poster boy is doing. Everything else is far worse. "However, the WSJ reports, it may not remain profitable throughout the year due to the large compute costs it’s scheduled to incur." techcrunch.com/2026/05/20/a...

techcrunch.com

Anthropic says it's about to have its first profitable quarter | TechCrunch

Anthropic has told its investors that it will more than double revenue to around $10.9 billion in its second quarter.

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The Doom That Came to Aram @rawfishandbeer.bsky.social · 18/07/2026

The bubble is about to burst and the tech overlords are getting desperate. No, the chatbot that answers questions wrong is not alive, and never will be.

Geoffrey Hinton: AI is conscious, corporate incentives are the real risk

Anthropic says chatbots have what may be a key feature of consciousness. Are they right?

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Big Dracula Energy @mayawest.online · 15/07/2026

Okay genuinely I was at an art market recently and everyone who had a "fuck AI" or "human made" sign was cleared OUT in under 3 hours.

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Carl Quintanilla @carlquintanilla.bsky.social · 15/07/2026

“.. I asked a few AI researchers whether they could name any other real-world software that scales so poorly. None of them could think of any. “.. By economic and engineering measures, generative AI might be the worst technology ever deployed.” @theatlantic.com www.theatlantic.com/technology/2...

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Ed Zitron @edzitron.com · 10/07/2026

ahhahahah they did a new AI 2027 called “AI 2040” that begins basically saying that in 2027 “most of the work of AI agents will be slop.” Turns out the thing that everybody took seriously was just dogshit science fiction written by imbeciles

2027: The Writing on the Wall
America has two workforces now. The first is people, 165 million of them.
The second is Al agents: millions of copies spun up and shut down every hour, working around the clock at superhuman speeds.
Most of their work is slop. But enough of it is good that people are paying ten billion dollars a month for Als that can, in theory at least, do anything on a computer that an employee can.
There is one job the AI companies want to automate more than any other-their own. They haven't succeeded yet; no recursive self-improvement so far.!
But they seem to be getting closer, and they're pulling up the ladder behind them: the strongest coding Als refuse to help competitors with AIR&D. Ever as the most bullish employees admit that things are taking a bit longer than planned, the skeptics notice that their usual dismissals are starting to ring hollov Why exactly will Al never be able to do my job? What's the barrier again?
Congress is starting to pay more attention. They've long been hearing about Al: datacenters using too much water,
, chatbots encouraging suicide, Mythos
hacking NSA systems-and of course, tech industry lobbyists warning that any whiff of regulation will make America immediately lose the race with China and spend the rest of history as a CCP tributary state."
Now they step back and ask: Where are we going with this? What does the world look like five, ten, or fifteen years from now? Will there still be jobs?
What if there aren't?
One question weighs especially heavily on their minds: Who will control all these Als?

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Booyah Boombox 🦑⚡ @booyahboombox.bsky.social · 11/07/2026

Good. Bully them more

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Ed Zitron @edzitron.com · 07/07/2026

Generative AI is absolutely nothing like the early days of the internet, which were plagued by slow connection speeds and spotty access. *Everybody* has access to LLMs in just about every product on a global scale. There is simply no comparison. www.wheresyoured.at/let-ai-burn/

You see, internet demand was a result of people wanting to get online and use the internet, with the leftover “useful infrastructure” having a blatantly obvious use case after the bubble burst, albeit one that took a lot longer to arrive than investors had hoped. There was no question about how that gear might be used or for what purpose one used fiber optic internet or networking gear, nor was there any question as to the underlying business model of offering an internet connection might mean.

We were also fairly early, and internet speeds were atrocious. In 2000, only 52% of American adults were using the internet, and by 2003, that number had only increased to 61%. Per the World Bank, in 2005 only 16% of the world used the internet, and in 2024, that number had increased to 71%. When the internet was connected to via a 56k modem, access was charged by-the-minute, and obviously much, much slower than even the primitive (though expensive) broadband connections of the day.

While we’re used to connecting at speeds that make using a web-based app near-indistinguishable from one that runs on our computer, back in 2000, 2001, or 2002, the average US internet speed was, at best, 400 Kilobits/s, or roughly 50 kilobytes a second, compared to the average US internet speed of over 200 Megabits per second, or 25 megabytes a second.

Generative AI, on the other hand, is fucking everywhere, and anyone with an internet connection experiences it in effectively the same way. It’s non-consensually available in effectively every app — every Facebook, Google and Microsoft account, for example — and every media outlet known to man has mentioned AI multiple times since 2023. OpenAI and Anthropic might claim they need more data centers, but it’s unclear what “more data centers” actually achieves other than propping up NVIDIA and giving hyperscalers something to invest in.

A lack of data center capacity isn’t holding back people from using generative AI, nor is it stopping anybody from launching a product, nor can anyone actually express what it is that they’re being built for other than “reasons for Anthropic and OpenAI to spend money.” Anthropic’s supposed lack of compute did not stop it training or launching Mythos or Fable, and when it bought hundreds of megawatts of compute from SpaceX, the biggest news was that it expanded rate limits to allow users to burn $8,000 worth of tokens for $200 a month.

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TargetmasterJoe @targetmasterjoe.bsky.social · 06/07/2026

I'll bet you anything that something will come up to make this AI show not worth it. Remember how we almost got a movie with an AI likeness of Val Kilmer but then we got an update that movies with AI actors can't win awards? The sooner the AI bubble pops, the better…

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Owen Dennis: Infinity Train/Among Us Show creator @owendennis.com · 06/07/2026

"Plans to" is doing a lotta heavy lifting. Not "is working with." Just "plans to." If they had artists/directors/writers helping them, they'd be using their names to launder this in the media as much as possible, but they're not. Once again, like all these AI companies, there is nothing here.

Particle6 said Monday that for “Misaligned” it plans to work “with leading filmmakers and crew who want to bring their craft into AI production.”

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Ed Zitron @edzitron.com · 06/07/2026

Ugly thing to say. Microsoft sucks so bad, everybody I speak to there is miserable, bringing up that “ai is changing how work gets done” has absolutely no value here other than key jingling to brainless investors. I hope Satya gets booted at the end of the bubble for the sake of those who work there

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✨Cloud✨ @princeofcloudcity.bsky.social · 28/06/2026

They are voting on KOSA/The KIDS Act tomorrow btw. So you need to call your House reps as soon as you wake up tomorrow morning.

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✨Cloud✨ @princeofcloudcity.bsky.social · 25/06/2026

This has 2k reposts but have 2k people CALLED THEIR REPS TODAY? That’s the real question.

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✨Cloud✨ @princeofcloudcity.bsky.social · 24/06/2026

I’ve spent my entire adult life trying to combat bills like KOSA. I’m 27. It’s hard to not feel helpless. It’s hard to not get discouraged. But we have to remember that we are not alone. We all are fighting this fight together. Please call now. It’s so worth it.

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Dieselbrain @dieselbrain.bsky.social · 23/06/2026

There is going to be new movement on KOSA next week Contact your representatives and demand that they oppose KOSA and the KIDS Act www.congress.gov/members/find...

congress.gov

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✨Cloud✨ @princeofcloudcity.bsky.social · 23/06/2026

Tacking this on for people who say “the partnership won’t have that much power, you’re fearmongering” bsky.app/profile/prin...

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✨Cloud✨ @princeofcloudcity.bsky.social · 23/06/2026

Hey so this new KOSA/KIDS Act proposal has a little note in it that creates a whole new special Trump-appointed team to regulate the internet. So no more Congress votes. No more checks & balances. Just whoever the president picks to decide the future of YOUR internet. You aren’t mad enough.

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T. S. McAdams @tsmcadams.bsky.social · 18/06/2026

Yet another reminder that “AI” does not exist. LLMs exist and may be useful for certain purposes (though not useful enough to justify the environmental costs). But the algorithm has no “intelligence,” artificial or otherwise. This bubble can’t burst too soon.

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Coach Finstock @coachfinstock.bsky.social · 16/06/2026

These are salesmen, nothing more. They've all invested every nickel into this big bucket with the word AI painted on it and it means nothing. Is it a coder? Is it an assistant? Is it a sex bot? They don't know even know what it is and they need you to buy it.

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