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Quarantegan

@quarantegan.bsky.social
1.2K followers 1.6K following 2.1K posts

Covid is airborne. Covid is not mild (ask your neurons & vasculature). And -- Covid is not over 😷 #wekeepussafe #covidcompetentcommunity #makeairbreathableagain #maskup [art credits: Eyvind Earle, "Paradise"; Artur Rosa, "Layers of Impossibility"]

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Saeed Khan @saeedwkhan.bsky.social · 22h
They have no intelligence. They are very sophisticated probabilistic pattern interpretation and response engines. There are useful things they can do but they are not intelligent because of the inherent nature of their underlying architecture. futurism.com/artificial-i...
futurism.com
Large Language Models Will Never Be Intelligent, Expert Says
The AI industry is staking its future on language models. But LLMs, an expert argues, are fundamentally incapable of being intelligent.
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Carole Cadwalladr @carolecadwalla.bsky.social · 22h
NEW: ‘It’s an implicit threat’. Lord Tom Watson of Palantir writes to one of its biggest critics -Labour MP @labourlewis.bsky.social - to tell him the surveillance firm is watching him. www.thenerve.news/p/clive-lewi...
thenerve.news
They’re saying: we’re watching you’: MP Clive Lewis reveals Tom Watson has warned him over criticising Palantir
In a letter to his former Labour colleague, the peer, who joined Peter Thiel’s AI company this month, writes: ‘You have made the case against the company more or less continuously’. By Carole Cadwalla...
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Quarantegan @quarantegan.bsky.social · 23h
📣 Sep 29's #ThreatModelCybersecurity: ShinyHunters' FBI hack, bug bounty drought, hotel room security tips, & more 👩‍💻 Please share & support 𝙏𝙝𝙧𝙚𝙖𝙩 𝙈𝙤𝙙𝙚𝙡 newsletters (𝘛𝘶𝘦𝘴𝘥𝘢𝘺𝘴 #infosec / 𝘛𝘩𝘶𝘳𝘴𝘥𝘢𝘺𝘴 #covid) & their author, independent journalist @violetblue.bsky.social www.patreon.com/violetblue/p...
patreon.com
Cybersecurity: September 29, 2026 | Threat Model
This week: Sam Altman “sorry” his US company hacked a foreign government, ShinyHunters royally pwns the FBI and it’s not hard to understand
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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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Quarantegan @quarantegan.bsky.social · 30/09/2026
Crucial to understanding the breadth of the AI discourse, from business/finances to doomsday talk. The underlying ideology of the industry is context that is missing from most reporting on the subject -- which should be considered journalistic malpractice.
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Violet Blue® @violetblue.bsky.social · 30/09/2026
Looove safecracking stories, plus good limits-based negotiation between SF FBI and Kink employees, win-win
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lizziec.bsky.social @lizziec.bsky.social · 29/09/2026
I’ll say it again, we used to get in a complete state about one case of cdif or mrsa but happily, knowingly, we now slaughter people with Covid without a flicker of shame or remorse.
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Dr Noor Bari @njbbari3.bsky.social · 30/09/2026
Did a single person that promoted or currently promoted immunity by infection have a workable plan to stop it getting into vulnerable populations? Anyone? Most didn’t even believe anyone other than a trained professional could use a respie.
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Billy Hanlon @bhanlon15.bsky.social · 29/09/2026
MPR: 'Long COVID affects many Minnesotans years after the pandemic' 'And we want to hear from you, too.' Coming up at 9AM on Wednesday, 9/30/26 www.mprnews.org/episode/2026...
mprnews.org
Long COVID affects many Minnesotans years after the pandemic
It’s been six years since the start of the COVID-19 pandemic, but many Minnesotans are still suffering its aftermath. Coming up at 9 a.m. on Wednesday, MPR News host Angela Davis talks about the extre...
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Timnit Gebru @timnitgebru.blacksky.app · 30/09/2026
Friends, while they're trying to talk about fictional machine gods, don't lose sight into what they're all actually powering in real life. You can browse the the entities on the website and use the API, and learn more about it on the DAIR project site: dair-institute.org/projects/sur....
dair-institute.org
Surveillance Watch
This interactive map reveals the intricate connections between surveillance companies, their funding sources and affiliations.
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Quarantegan @quarantegan.bsky.social · 30/09/2026
THIS -- we need more reality-based coverage like this from mainstream outlets. Thank you @velshi.com for this approachable, fact-filled, easy-to-share-with-technomuggles explanation 👏
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Rachel Maddow @maddow.bsky.social · 30/09/2026
“Local newspapers are dying, and I don’t think we’re prepared for a world without them…” tulsaflyer.org/2026/09/29/c...
tulsaflyer.org
Battle in McCurtain County at the center of new Peacock documentary
McCurtain County Sheriff’s officials wanted a family-run newspaper dead — literally. A new Peacock documentary explores the years-long battle and what it means for press freedoms.
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Kat Tenbarge @kattenbarge.bsky.social · 30/09/2026
A truly heinous man has doxxed the Cornell victim on X and the comments are predictably vile. Based on countless interviews I’ve done with survivors, the trauma they are subjected to for coming forward is oftentimes even worse than the initial trauma they experienced. There is no real justice system
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Data Report @datareport.bsky.social · 30/09/2026
Confirmed case of avian influenza in Nunavut www.gov.nu.ca/en/newsroom/...
gov.nu.ca
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Violet Blue® @violetblue.bsky.social · 29/09/2026
New: tips for anon Signal registration without a phone number, Meta’s AI is doxing Marketplace users, researchers now investigating “tens of thousands” of Anthropic/OpenAi hacking incidents, hotel room security tips, and much more. www.patreon.com/violetblue/p...
patreon.com
Cybersecurity: September 29, 2026 | Threat Model
This week: Sam Altman “sorry” his US company hacked a foreign government, ShinyHunters royally pwns the FBI and it’s not hard to understand
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Violet Blue® @violetblue.bsky.social · 29/09/2026
I was just starting to be able to support myself with my erotica and nonfiction sex-ed books when they disappeared from view on Amazon, FB, and search engines. Now almost *three dozen* of those books are in the Anthropic settlement because the same people who disappeared them stole them.
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Jenn Budd @jennbudd.bsky.social · 30/09/2026
youtube.com/shorts/QUiH0...
youtube.com
These ICE officers were anonymous. Until one man sued.
YouTube video by MS NOW
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Data Report @datareport.bsky.social · 29/09/2026
An out in the wild edition of the virus and illness update is now out with a talk about some data and Long Covid. Is It Just Me Or Does It Feel Like More People Are Dazed And Confused. youtu.be/FcBYVcBizB4
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John Scalzi @scalzi.com · 29/09/2026
Today in "absolutely not"
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Gil Durán @gilduran.com · 29/09/2026
The rise (and rise) of the nerd reich, via @sf.gazetteer.co: ‘The Nerd Reich’ author Gil Durán connected the dots from Silicon Valley to the White House to the possible end of the world. He may take on Gavin Newsom next 😈 sf.gazetteer.co/the-rise-and...
sf.gazetteer.co
The rise (and rise) of the nerd reich
‘The Nerd Reich’ author Gil Durán connected the dots from Silicon Valley to the White House to the possible end of the world. He may take on Gavin Newsom next
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Jenn Budd @jennbudd.bsky.social · 29/09/2026
extremearturo.substack.com/p/civil-libe...
extremearturo.substack.com
Civil Liberties Group Warns of FBI Monitoring Political Speech
A new report by Defending Rights and Dissent highlights how the FBI has been empowered by Trump’s NSPM-7 to surveil protected speech
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MaddowBlog @maddowblog.bsky.social · 29/09/2026
A free press is an important tool against a government entity trying to consolidate power. And it's a tool that scales, from local sheriffs to presidents.
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Dr David Joffe MB BS(Hons), PhD, FRACP @davidjoffe64.bsky.social · 29/09/2026
link.springer.com/article/10.1...
link.springer.com
Health-related quality of life in IBD patients with long COVID under China’s normalized COVID-19 management - BMC Infectious Diseases
Introduction Although the COVID pandemic has gradually subsided, many patients have experienced complicated long-term symptoms, collectively known as “long-COVID”, which is commonly associated with pe...
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Denis - The COVID Info Guy @thecovidinfoguy.bsky.social · 28/09/2026
Bezisterim showed promising results for people with more severe Long COVID, improving fatigue, brain fog, cognition and PEM. It didn’t show a significant benefit across everyone in the trial, but the results were encouraging enough to move toward a larger Phase III study. #LongCOVID
healthrising.org
Bezisterim - the Best Long COVID Drug Trial Yet? BioVie Aims for a Big, Phase III Trial - Health Rising
Bezisterim produces moderate and broad treatment effects in several different long COVID subsets. BioVie, the drug manufacturer, hopes to move forward with a big phase III trial.
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People's CDC @peoplescdc.org · 28/09/2026
COVID levels continue to rise across the country, the health impacts of 9/11 25 years later, and the ongoing spread of Ebola in the DRC.
Heading: "“Very High” in Texas and Virgin Islands 
“High” in Washington, California, and Florida"

Subheading: "The Weather Report 9/21/26"

A COVID wastewater map of the United States based on the CDC’s data. Heading level two text: “COVID Wastewater Map.” Subheading text: “September 6  - September 12, 2026.”

Texas and the Virgin Islands are experiencing “very high” levels. Washington, California, and Florida are experiencing “high” levels. Nevada, Mississippi, Alabama, North Carolina, South Carolina, Kentucky, Massachusetts, and Hawaii are experiencing “moderate” levels. Much of the Midwest and Northeast is experiencing “low” levels. A few states scattered across the country are experiencing “very low” levels. Montana, North Dakota, Arizona, and Guam are gray meaning “limited/no data.”

Footer: "Source: CDC, Data Updated: 9/17/26, PeoplesCDC.org"Heading: "“Very High” in Texas and Virgin Islands 
“High” in Washington, California, and Florida"

Subheading: "The Weather Report 9/21/26"

A COVID wastewater map of the United States based on the CDC’s data. Heading level two text: “COVID Wastewater Map.” Subheading text: “September 6  - September 12, 2026.”

Texas and the Virgin Islands are experiencing “very high” levels. Washington, California, and Florida are experiencing “high” levels. Nevada, Mississippi, Alabama, North Carolina, South Carolina, Kentucky, Massachusetts, and Hawaii are experiencing “moderate” levels. Much of the Midwest and Northeast is experiencing “low” levels. A few states scattered across the country are experiencing “very low” levels. Montana, North Dakota, Arizona, and Guam are gray meaning “limited/no data.”

Footer: "Source: CDC, Data Updated: 9/17/26, PeoplesCDC.org"Heading: "West has fallen to “Low” other regions remain “Low” or “Very Low”". Along with the “People’s CDC” logo.

A line graph, based on CDC’s data. Heading level one text: “West has fallen  to “low,” “Other regions remain “low” or “very low”” Heading level two text: “COVID Wastewater Trends.”

The y-axis is COVID concentration levels, from bottom to top, goes from “very low” to “very high.” The x-axis lists dates, from left to right, going from January 2026 through August 29, 2026. The line graph peaks in January 2026 - February 2026. From February 2026, and onwards, the line graph goes down. On August 1st levels in the South and West begin to trend up again. Currently all regions are “low” or “very low.”

Footer: "Source: CDC, Data Updated: 9/17/26, peoplescdc.org"Heading: "The Weather"  Along with the “People’s CDC” logo.

Body text: "Regional trend data from the CDC indicate the West has the highest wastewater viral activity but is trending downwards into the “Low” category. 

The South remains “Low” and is trending downwards. The Northeast and Midwest are both considered “Very Low,” with upward and stable trends, respectively."

Footer: "The Weather Report 9/21/26, peoplescdc.org"
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Joannie 🇨🇦🍁 @joannie.bsky.social · 28/09/2026
❤️😷 Well worth reading
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Denis - The COVID Info Guy @thecovidinfoguy.bsky.social · 29/09/2026
🧵US Weekly COVID update: Sep 28, 2026 🔸1 in 92 Actively Infectious 🔸532,000 Daily Infections 🔸3,810,000 Infections In The Past Week 🔸115,000,000 Infections in 2026 🔸191,000 to 760,000 Weekly Long COVID Cases 🔸900 to 1,700 Weekly Excess Deaths Source: pmc19.com
An infographic report titled "COVID-19 Heat Map, Based on CDC Wastewater Data & Standard Levels" by the Pandemic Mitigation Collaborative (PMC) Model, dated Sep 28, 2026.
The top half displays a color-coded map of the United States and its territories, showing localized COVID-19 risk levels by county. A color key at the bottom categorizes standard CDC relative levels and PMC prevalence estimates (proportion actively infectious) into five tiers:
•	Very Low (Blue, <0.9%)
•	Low (Green, 1.2%)
•	Moderate (Orange, 2.0%)
•	High (Red, 2.9%)
•	Very High (Purple, >3.5%)
Large portions of the Southern, Western, and Midwestern U.S. are shaded in dark pink/purple and red, indicating high to very high transmission levels.
Below the map, a text summary states that the US has at least 40 states and territories with COVID outbreaks, matching the previous week's count. It explicitly lists all 40 affected states and territories in alphabetical order, starting with Alabama and ending with Wyoming.
An infographic report titled "National COVID-19 Estimates (U.S.)" by the Pandemic Mitigation Collaborative (PMC) Model, dated Sep 28, 2026. The data is broken down into three main sections:
•	Infections: States that 1 in 92 people (1.1%) are actively infectious. It estimates 532,000 new daily infections, 3,810,000 infections in the past week, 115,000,000 infections in 2026, and a cumulative 5.43 infections per person.
•	Long COVID: Estimates 27,000 to 106,000 Long COVID cases resulting from new daily infections, and 191,000 to 760,000 cases from new weekly infections.
•	Excess Deaths: Estimates 130 to 230 excess deaths resulting from new daily infections, and 900 to 1,700 deaths from new weekly infections.
A data table titled "COVID-19 State Prevalence Estimates" by the Pandemic Mitigation Collaborative (PMC) Model, dated Sep 28, 2026.
The table lists U.S. states and territories alphabetically from Alabama to Mississippi. For each location, it tracks data across multiple columns:
•	Standard CDC Level and Revised CDC Level (noting a downshift in categories).
•	PMC Estimate % Actively Infectious: Provides ratios and percentages, such as 1 in 25 (4.0%) for California and 1 in 15 (6.7%) for Hawaii.
•	Chances anyone is infectious in a room of 10 to 100 people: Columns show statistical probabilities for room sizes of 10, 25, 50, and 100 people. For example, in Hawaii, there is a 50% chance in a room of 10 and >99% chance in a room of 100.
A footnote states that on August 14, 2026, the CDC revised categorical descriptors downward without notice.
A data table titled "COVID-19 State Prevalence Estimates" by the Pandemic Mitigation Collaborative (PMC) Model, dated Sep 28, 2026.
This page continues the alphabetical listing of U.S. states and territories from Missouri to Wyoming. It details:
•	CDC Levels: Compares standard levels against a revised, downshifted CDC tier system.
•	PMC Estimate % Actively Infectious: Lists current ratios and transmission rates. Highlights include Oregon at 1 in 25 (4.1%), Puerto Rico at 1 in 21 (4.8%), and the U.S. Virgin Islands at 1 in 16 (6.2%).
•	Chances anyone is infectious in a room of 10 to 100 people: Shows probabilities for varying group sizes. For example, in Texas, the risk scales from 31% in a room of 10 up to 98% in a room of 100.
Footnotes indicate limited data reporting for some areas and reference a website regarding the CDC's August 2026 downward category revisions.
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Babs 🩵🐝⌛️🦋🔻 @babs05.bsky.social · 29/09/2026
Wonder when covid reality will break through? It was decades for HIV/AIDS. So 2050? #CovidIsNotOver #WearAMask #LongCovid This is not normal. Dorset boy aged 6 among rising number of young people suffering strokes www.itv.com/news/meridia... x.com/MrMatthewTod...
Covid increases the risk of strokes and young people, like everyone else, are being left to catch it over and over and over again. 

This could be one of the biggest scandals in modern history.

ITV News
Dorset boy aged 6 among rising number of young people suffering strokes
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Denis - The COVID Info Guy @thecovidinfoguy.bsky.social · 29/09/2026
Long COVID can cause persistent gut problems, including diarrhoea, abdominal pain, nausea, constipation and IBS. Around 22% report GI symptoms and 10% diarrhoea. Possible causes include immune activation, gut barrier disruption and microbiome changes, but more research is needed. #LongCOVID
cureus.com
Post-COVID Gastrointestinal Symptoms and Disorders of Gut-Brain Interaction: A Focus on Persistent Diarrhea
Persistent gastrointestinal (GI) symptoms after SARS-CoV-2 infection include diarrhea, abdominal pain, dyspepsia, constipation, nausea, and other disorders of gut-brain interaction (DGBIs), but these ...
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Maxwell School @maxwellsu.bsky.social · 29/09/2026
As fewer people take tests or seek medical treatment for COVID infections, viral activity in wastewater has become a key way to measure transmission, says David Larsen, professor and chair of public health. “The wastewater becomes really essential,” he says. @cprmaxwell.bsky.social
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renefoxdoe.bsky.social @renefoxdoe.bsky.social · 29/09/2026
Went to a medical facility this morning for a follow up. Sign before entering the door said if you’ve been exposed to measles wear a mask. A little further in the door was a sign that Covid was increasing so a mask was suggested. Number of medical staff wearing mask zero. 
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Luke Ontario @coolhand.bsky.social · 29/09/2026
Whoa, NYT! “… the unrelenting, unbearable horror described in NAZA is scale. Now, it’s industrial. That’s what makes it a genocide. It really is that unequivocal, and perhaps this is why the makers of NAZA didn’t need to use the word more than once.”
nytimes.com
Opinion | There Is a Word So Powerful It Need Be Spoken Only Once (Gift Article)
The film that makes a powerful statement without ever raising its voice.
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Ed Zitron @edzitron.com · 29/09/2026
Based on my own reporting on OpenAI's audited financials from 2025, it appears that Anthropic was a worse business (at least in that year), spending $2.75 make $1 versus OpenAI spending $2.60 to make $1. So many people told me this company was "more profitable"! www.wheresyoured.at/exclusive-op...
OpenAl Lost $38.5 Billion In 2025
2025 — OpenAl Had $13.07 Billion In Revenue, $34 Billion In Costs and Expenses, and $20.92 Billion In Losses, with a net loss attributable to the company of $38.53 Billion
• Revenue: $13.07 billion
• Cost of Revenue: $7.5 billion
• Research and Development: $19.18 billion
• Sales and Marketing: $5.73 billion
• General and Administrative: $1.57 Billion
• Total Costs and Expenses: $34 billion
• Loss from Operations: $20.92 billionThe Al lab spent $7.33 billion on compute and infrastructure last year, a threefold surge from 2024, accounting for more than half of its
$12.65 billion in total operating expenses.
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Ed Zitron @edzitron.com · 29/09/2026
So far the only retort from the AI boosters appears to be “2025 doesn’t matter” and I’m not kidding
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Violet Blue® @violetblue.bsky.social · 29/09/2026
Alt headline: US company OpenAI admits to hacking foreign government healthcare and crime stats portals, and avoids offering meaningful remediation in the near-term.
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Danielle Beckman @daniellebeckman.bsky.social · 29/09/2026
“A pathogen invades, sticks around, and causes trouble.” Sometimes the most important scientific questions can be summarized very simply. Excellent Smithsonian piece on #LongCovid, viral persistence, and the scientists still working to understand what SARS-CoV-2 can leave behind.
smithsonianmag.com
For Many Americans, Covid Is Still a Chronic, Disabling Disease. These Scientists Are Working Tirelessly to Bring Them Relief
Long Covid saps the strength and vitality of patients, who have little recourse to fight it. A team of specialists—including an afflicted researcher working mostly from her bed—is looking for answers
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Dr Noor Bari @njbbari3.bsky.social · 29/09/2026
Without going into details I have had to support people through hearing loss, loss of appetite cos they can’t taste their food, losing their voice, losing their job, losing their company if they are a sole trader… You think this can’t happen to you?
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Dr Noor Bari @njbbari3.bsky.social · 29/09/2026
Unlikely to spread to the community? #COVID19
static.klipy.com
Woman's Hilarious Spit Take Drink Reaction
Alt: Woman's Hilarious Spit Take Drink Reaction
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Denis - The COVID Info Guy @thecovidinfoguy.bsky.social · 08/08/2026
"COVID-19 May Quietly Weaken Bones Long After Recovery" Researchers warn COVID-19 may have effects beyond the lungs, heart and immune system. A new review suggests infection may cause lasting bone damage, increasing the risk of weaker bones, fractures and impaired bone repair—even after recovery.
An image displays a medical news article headline paired with detailed anatomical illustrations regarding COVID-19.
Key Visual Elements
•	Header: Features the blue "Thailand Medical News" logo with a small red cross symbol.
•	Headline: Large, prominent red text reads "COVID-19 May Quietly Weaken Bones Long After Recovery."
•	Article Text: A brief excerpt outlines a scientific review warning that the virus can trigger long-lasting damage to the skeleton, increasing fracture risks even after recovery.
•	Anatomical Imagery:
o	A 3D rendering of a coronavirus particle stands next to a transparent view of a human hip joint and pelvic bone structure.
o	Two circular insets compare bone density. The left circle depicts healthy, dense bone matrix structure, while the right circle shows significantly thinned, porous bone matrix representing bone loss.
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Denis - The COVID Info Guy @thecovidinfoguy.bsky.social · 29/09/2026
UK: "Dorset boy aged 6 among rising number of young people suffering strokes" At age 6, Connor Halloran suffered a devastating stroke caused by an AVM, leaving him unable to move or speak. His case comes as Oxford scientists report a 67% rise in strokes among people under 55.
A news article screenshot from ITV News Meridian featuring the ITVX logo at the top. The headline reads: "Dorset boy aged 6 among rising number of young people suffering strokes." The article is categorized under Meridian | Health | Stroke and is timestamped Monday 28 September 2026 at 6:49pm. [1]
Below the text is a photograph of a young boy with light hair lying in a hospital bed. He has medical tape around his head, heart monitoring electrodes attached to his bare chest, a bandage on his left forearm, and a medical wrap on his left hand. He is asleep or resting with his eyes closed. Resting beside him under a tan blanket is a plush toy of the character Steve from the game Minecraft.
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Dr Noor Bari @njbbari3.bsky.social · 29/09/2026
With a highly transmissible disease on the loose, you are making the decision to get infected for *everyone*. And that is not anyone’s prerogative if you believe in autonomy of one’s body.
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Dr Noor Bari @njbbari3.bsky.social · 29/09/2026
Yes. Because there is no consideration of the cost in the plan, or perhaps the cost is considered and a morally reprehensible (imo) choice has been made.
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404 Media @404media.co · 29/09/2026
A surveillance company wants to "close the gap" that Flock won't do, by pitching facial recognition on its cameras.
404media.co
Surveillance Company Tells Cops It Wants to Add Facial Recognition to Flock Cameras
A surveillance company wants to "close the gap" that Flock won't do, by pitching facial recognition on its cameras.
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404 Media @404media.co · 29/09/2026
Some tech workers in San Francisco hooked up ChatGPT to a Toyota Corolla and got it to drive around a parking lot. Here's what happened: Read about the experiment here: www.404media.co/these-tech-w...
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404 Media @404media.co · 29/09/2026
UPDATE: On Monday, Krebs on Security reported authorities in the Netherlands had arrested a 23-year-old on suspicion of aiding ShinyHunters. The representative told 404 Media “the Dutch police are incompetent. That individual has no association with us. Frankly, we are laughing.”
404media.co
FBI Hackers Say They Won’t Publish Massive Trove of FBI Employee Data
ShinyHunters, the group that stole data on “all FBI employees” including addresses and details on their spouses, told 404 Media on Monday “Since the very beginning we had made our decision that we wou...
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Anat Shenker-Osorio @anatosaurus.bsky.social · 29/09/2026
When @anandwrites.bsky.social writes an anything, you know it will make you see it & possibly yourself in a new light. Today, you have the chance to get his latest book: Man in the Mirror, a deep, unflinching dive into the lives of Jordan Neely & Daniel Penny. bookshop.org/p/books/man-...
bookshop.org
Man in the Mirror: Hope, Struggle, and Belonging in an American City
From acclaimed journalist Anand Giridharadas, a groundbreaking feat of reporting on a tragic encounter in a New York subway car that held up a mirror to a troubled and divided nation “A tour de force ...
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Data Report @datareport.bsky.social · 29/09/2026
Dengue fever outbreak in Florida: Symptoms, number of cases and locations where the mosquito-borne illness is spreading via @English_AS en.as.com/latest_news/...
en.as.com
Dengue fever outbreak in Florida: Symptoms, number of cases and locations where the mosquito-borne illness is spreading
There are now 392 reported cases of Dengue fever in the Sunshine State with the most cases occurring in Hillsborough County followed by Miami-Dade.
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Walker Bragman @walkerbragman.bsky.social · 29/09/2026
Incredible to see Third Way!!!! warning that throwing trans folks under the bus is bad politics for Democrats. About damn time.
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Dead Armadillo @deadarmadillo.bsky.social · 29/09/2026
Democratic candidates for federal office should commit publicly to the following: "We believe markets are the best arbiter of malinvestment: accordingly, we pledge never to provide public funds to distressed AI companies. Backstopping private investment returns is not a 'national security' issue."
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Ed Zitron @edzitron.com · 29/09/2026
This all comes back to a point I've been making for a while now: We've treated NVIDIA's chip sales as reflective of big AI demand, when in reality $200bn+ of the GPUs are in storage, and those that are installed are mostly rented to Anthropic and OpenAI. www.wheresyoured.at/dead-money/
In other words, the talking point that NVIDIA’s GPU sales are proof of actual demand for AI services or, indeed, that hyperscaler growth is a result of all those capital expenditures is a complete lie. In reality, at least half of all those chip sales — and I’d add in Broadcom’s TPU sales too (see my Hater’s guide for more) — are being made years before anything actually happens with the chips, making the trillion-plus dollars spent on capex so far seem somewhere between optimistic and utterly incoherent.

Microsoft, Google, Amazon, Meta, Oracle, and far too many other companies have been hoarding hundreds of billions of dollars of AI chips that they either (to quote Microsoft CEO Satya Nadella) can’t plug in or simply want to have in supply for reasons that I find tough to imagine. venture capitalist that “...some companies are hoarding colossal amounts in case they come to a point at which they don’t have enough chips to provide the computing capacity,” as if there’s been any shortage of NVIDIA chips, outside of the illusory one created by hyperscalers buying them years in advance. 

So, we’ve got a situation where Microsoft, Google, Amazon, Meta, SpaceX, CoreWeave, and every imaginable neocloud is sitting on hundreds of billions of uninstalled GPUs (and increasingly TPUs). Whenever more capacity comes online, it’s immediately sold to OpenAI or Anthropic, who make up anywhere from 70% to 80% of all AI revenues and compute demand, creating the illusion that revenue growth is “coming from demand for AI compute” rather than said demand coming from two companies that have been fed over $217 billion in the last nine months, with the vast majority of it coming from Google, Amazon, Microsoft, and NVIDIA themselves. As I discussed last week, If “demand is outstripping supply” because of millions of customers begging for AI compute, that’s very different to “demand outstripping supply” because two or three (including Meta) customers are taking up most or all of the capacity. Not to repeat myself, but…

Similarly, if “demand is outstripping supply” because lots of capacity is coming online and a diverse subset of customers is buying it, that’s vastly different to if capacity is coming on slowly, and the vast majority of it is being given straight to OpenAI, Anthropic, or Meta.
And that’s absolutely what’s happening, suggesting that the “AI boom” is more like five or six large companies (hyperscalers) feeding money to two companies (NVIDIA and Broadcom) so that they can feed money to two companies (Anthropic and OpenAI) who then feed that money back to them whenever capacity comes online. I estimate that there’s around $22 billion of global, non-Anthropic/OpenAI compute demand, and an indeterminately-large chunk of that is coming from AI startups that can only afford to pay for the compute as long as venture capital continues to fund them…
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