iiinova — where your digital self keeps evolving

I predict total crypto losses will be more than four trillion dollars in my lifetime. I predict it will all go to zero. We shall see.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 20h

Вы хотите сказать, что этот ролик создан с помощью ИИ?

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midgardfinance.com @midgardfinance.com · 16/10/2026

☁️ #cloud #AI Google Cloud 🇺🇸 $GOOGL earned a 36% operating margin in Q2 2026, up from 3% in Q3 2023. AWS 🇺🇸 $AMZN earned 39%, Microsoft's Intelligent Cloud 🇺🇸 $MSFT 41%. Google Cloud's revenue grew 82%, and Q2 was the first quarter with sales of TPU systems. midgardfinance.com/research/cloud/

Line chart titled "Google Cloud is closing the margin gap": quarterly operating margin of three cloud businesses from Q3 2023 to Q2 2026, on a vertical axis from 0% to 50%. Google Cloud, green with diamond markers, rises almost every quarter from 3% to 36%. AWS, blue with circles, moves between 30% and 39% and ends at 39%. Microsoft's Intelligent Cloud, violet with squares, stays between 40% and 45% and ends at 41%, the highest of the three. Each line is labelled at its right end with its name and latest margin.

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Koyfin @koyfin.bsky.social · 16/10/2026

Large Cap US stocks are back on top after Small Caps led the way for the majority of 2026. The S&P 500 now sits ~1.5% ahead of the Russell 2000 in YTD returns. $SPY $IWM

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Lex Investor @lex-investor.bsky.social · 15/10/2026

A second-derivative visual in cloud revenue. $GOOGL $AMZN $MSFT (info h/t Midgardfinance dot com)

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 15/10/2026

I agree. It was irrational that it got to be so expensive. Such a large drop would not have happened, if it hadn't gone up so much 😉

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Jesse Felder @jessefelder.com · 14/10/2026

‘This slowdown has been unusually stubborn. We’ve recorded two straight months of virtually no growth in token spend. The main driver is price declines at the frontier, in addition to efficiency and quality improvements for models across intelligence levels.‘ econlab.substack.com/p/ai-index-o...

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midgardfinance.com @midgardfinance.com · 13/10/2026

🏠 #housing 🇭🇺 House prices in Hungary are up 290% since 2015, before inflation, the steepest rise in the EU. In 🇵🇹 Portugal they are up 201%. 🇫🇷 France is up 26% and 🇮🇹 Italy 21%. In 🇫🇮 Finland a home costs less than in 2015. midgardfinance.com/eu-housing/

Map of the European Union titled "EU house prices, % change since 2015". The period is 2015 to Q2 2026. Each member state is shaded blue, lighter where the figure is higher. Countries outside the EU are dark grey, and so is Greece, for which no figure is published. A list beside the map names the five highest, Hungary 290, Portugal 201, Lithuania 191, Bulgaria 185, Czechia 164, and the three lowest, France 26, Italy 21, Finland −3. Most countries carry their number on the map; Belgium, Croatia, Estonia, Latvia, Luxembourg, Slovakia, Slovenia are too small to hold one and are shaded only. Every value, highest first: Hungary 290, Portugal 201, Lithuania 191, Bulgaria 185, Czechia 164, Croatia 153, Estonia 137, Slovenia 134, Latvia 133, Poland 129, Slovakia 126, Netherlands 123, Ireland 106, Spain 101, Malta 84, Romania 82, Austria 75, Luxembourg 66, Denmark 66, Cyprus 59, Germany 54, Belgium 46, Sweden 39, France 26, Italy 21, Finland −3.

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News from Google @newsfromgoogle.bsky.social · 12/10/2026

Over the past five years, we’ve published 90 peer-reviewed research papers with 90,000+ citations on how we’re using our machine learning models to understand and address disease globally. Today, we’re sharing key updates on that research.🧵

A person with glasses sits in front of a computer screen displaying a 3D visualization of molecular structures in red and green.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 13/10/2026

Your conclusion is right for the wrong reason. Figure says $30 per day.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 11/10/2026

The day after the referendum I asked two random people in Cambridge, why they had voted to leave. Both said they wanted the extra £350 million per week for the NHS. Boris and Nigel later admitted that was a lie. Russia tipped the scale. Trump is eight years. Brexit is forever. #Brexit

static.klipy.com

Brexit NHS Bus: Let's Take Back Control

ALT: Brexit NHS Bus: Let's Take Back Control

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 11/10/2026

I was once criticized as an undergraduate for using the word obvious or obviously in a report. It never happened again.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 11/10/2026

Does the figure represent the truth? Where did the creator get the numbers from?

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Jesse Felder @jessefelder.com · 11/10/2026

‘TickerTrends’ latest ARR tracking places Anthropic at $76.8B in annualized revenue run-rate, a month-over-month increase of 1.8%.‘ blog.tickertrends.io/p/openai-and...

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 10/10/2026

Margin debt was nearly double digit as a percentage of GDP in 1929 🥳🚀🚀🚀

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 10/10/2026

I knew that Richemont owns Montblanc, but I did not know Interparfums holds the fragrance license. Interesting.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 05/10/2026

Thanks for sharing. one.com is yet another VPS alternative 🇩🇰🇪🇺

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 05/10/2026

Interesting. I think you linked to the wrong story btw.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 05/10/2026

Wow! I was not aware 🤯 Debt nearly $2 billion. They seem toast.

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midgardfinance.com @midgardfinance.com · 05/10/2026

📊 #pharma 🇩🇰 Novo Nordisk's semaglutide loses US exclusivity in December 2031. 🇺🇸 Eli Lilly's Mounjaro holds until June 2039. 7.5 years apart, on the two molecules the whole obesity market runs on. midgardfinance.com/obesity/ $NOVO $LLY

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 05/10/2026

I was not aware of the small uptick in Foundayo prescriptions. Thanks for sharing.

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midgardfinance.com @midgardfinance.com · 05/10/2026

💉 #obesity #EASD2026 🇺🇸 $LLY #retatrutide took off 18.8% in type 2 diabetes, the most of six drugs. 🇩🇪 Boehringer's #survodutide, from 🇩🇰 $ZEAL: 9.8%, and 26% stopped for side effects. All randomised patients. All of EASD in one post: midgardfinance.com/blog/2026/10/04/easd-2026-roundup/

Horizontal bar chart titled "Weight loss with type 2 diabetes": weight lost by adults with obesity and type 2 diabetes on the top dose of six drugs, each beside its own trial's placebo, counting all randomised patients. Retatrutide 12 mg (TRIUMPH-2, 80 weeks): 18.8% against 5.1% on placebo. Tirzepatide 15 mg (SURMOUNT-2, 72 weeks): 14.7% against 3.2% on placebo. CagriSema 2.4/2.4 mg (REDEFINE 2, 68 weeks): 13.7% against 3.4% on placebo. Semaglutide 7.2 mg (STEP UP T2D, 72 weeks): 13.2% against 3.9% on placebo. Survodutide 6.0 mg (SYNCHRONIZE-2, 76 weeks): 9.8% against 3.9% on placebo. Orforglipron 36 mg (ATTAIN-2, 72 weeks): 9.6% against 2.5% on placebo. Retatrutide and survodutide, the two trials read out at the EASD congress, are drawn in purple and the other four in grey. These are separate trials of 68 to 80 weeks, not a head-to-head comparison.

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Steve Rattner @steverattner.bsky.social · 02/10/2026

So far, A.I.'s losers are routine office jobs like data entry keyers and customer service reps. Its winners are data scientists and the trades building the data centers like construction laborers and electricians. My @nytopinion.nytimes.com Chart: www.nytimes.com/2026/10/02/o...

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 03/10/2026

I also heard the Novo CEO talking about focusing on hair loss. I did not see that one coming. But I think they've realized how much money there is in consumer health.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 02/10/2026

I already do. Furthermore I think a 3% war tax should be introduced.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 02/10/2026

Too little. Send more money to Ukraine! 🇺🇦

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 01/10/2026

In my opinion Zuckerberg has changed since then... He has gotten more evil 😅

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 01/10/2026

Wait wait! Which one is it? 🆙⬇️🌀 😅 bsky.app/profile/ukar...

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 01/10/2026

It's pretty silly, but it made me smile 😅

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 01/10/2026

Hehe, maybe the coin has flipped heads six times in a row and this time it will flip tails 🪙

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NEJM.org @nejm.org · 01/10/2026

In a phase 3, double-blind, placebo-controlled trial involving adults with obesity and type 2 diabetes, the investigational glucagon receptor–GLP-1 receptor dual agonist survodutide led to significant weight reduction. Full SYNCHRONIZE-2 trial results: nej.md/4yrHEMu #EASD2026

A bar chart showing the percent change in body weight from baseline to week 76, derived from an analysis-of-covariance model, for the treatment-regimen estimand, which incorporates the effects of any early discontinuation of survodutide or placebo, the use of protocol-prohibited obesity medications, and the effects of a prolonged dose-escalation period.

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midgardfinance.com @midgardfinance.com · 01/10/2026

💉 #pharma #EASD2026 Weight loss in type 2 diabetes, top doses, all randomised: 🇺🇸 $LLY retatrutide -18.8%, tirzepatide -14.7%; 🇩🇰 $NOVO CagriSema -13.7%, semaglutide 7.2 mg -13.2%; oral orforglipron -9.6%. Separate trials, 68-80 wk. No EloraTZP: on-drug data only. midgardfinance.com/diabetes/

Horizontal bar chart titled "Weight loss with type 2 diabetes". For each obesity drug's dedicated trial in adults with overweight or obesity and type 2 diabetes, the top dose (purple) beside that trial's placebo (grey), counting all randomised patients including those who stopped. Retatrutide 12 mg, TRIUMPH-2, 80 weeks: 18.8% vs placebo 5.1%. Tirzepatide 15 mg, SURMOUNT-2, 72 weeks: 14.7% vs 3.2%. CagriSema 2.4/2.4 mg, REDEFINE 2, 68 weeks: 13.7% vs 3.4%. Semaglutide 7.2 mg, STEP UP T2D, 72 weeks: 13.2% vs 3.9%. Semaglutide 2.4 mg, same trial: 10.4% vs 3.9%. Orforglipron 36 mg, ATTAIN-2, 72 weeks: 9.6% vs 2.5%.

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midgardfinance.com @midgardfinance.com · 30/09/2026

💉 #pharma #EASD2026 🇺🇸 $LLY adds amylin to tirzepatide in obesity with type 2 diabetes: -23.3% weight and -2.9 points of HbA1c at 48 weeks, vs -14.8% and -2.4 on tirzepatide alone. Stopped treatment: 11-27% on the combos, 17% on placebo, 3% on tirzepatide alone.

Two bar charts side by side titled "Amylin on top of tirzepatide, week 48", from Lilly's phase 2b trial in adults with obesity or overweight and type 2 diabetes. Six bars in each: placebo, tirzepatide 15 mg alone, and four combinations of eloralintide with tirzepatide. Left, weight loss: placebo 3.0%, tirzepatide 15 mg 14.8%, eloralintide 3 mg with tirzepatide 5 mg 13.2%, 6 with 5 19.4%, 6 with 10 19.9%, 9 with 15 23.3%. Right, HbA1c fall in percentage points: placebo 0.3, tirzepatide 2.4, then 2.2, 2.7, 2.6 and 2.9 for the combinations. All efficacy estimand.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 30/09/2026

You need to remove em dashes to make it less obvious, that your posts are AI generated 😉

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The Lancet Diabetes & Endocrinology @thelancetendo.bsky.social · 30/09/2026

New—Petrelintide, a human amylin analogue for the treatment of obesity (ZUPREME 1): a randomised, double-blind, placebo-controlled, phase 2 trial thelancet.com/journals/lan... #obesity #EASD2026 #MedSky #EndoSky

(A) Estimated mean change in bodyweight by treatment week (efficacy estimand). (B) Least squares mean change in bodyweight from baseline to week 42 (efficacy estimand). (C) Observed mean change in bodyweight by treatment week (treatment policy estimand). (D) Least squares mean change in bodyweight (%) from baseline to week 42 (treatment policy estimand). *p<0·0001 for difference versus placebo. †Treatment policy estimates at week 42.

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midgardfinance.com @midgardfinance.com · 30/09/2026

💉 #obesity #EASD2026 🇺🇸 Lilly's #retatrutide 12 mg, 80 weeks, two Phase 3 trials published this week: Without diabetes (TRIUMPH-1, NEJM): -28.3% With type 2 diabetes (TRIUMPH-2, Lancet): -20.8% Same drug, same dose. Type 2 diabetes costs about a quarter of the weight loss. $LLY

Line chart of average weight change over 80 weeks on retatrutide 12 mg in two phase 3 trials published on 29 September 2026. The line that falls further is TRIUMPH-1 (New England Journal of Medicine), adults with obesity and no diabetes; the shallower line is TRIUMPH-2 (The Lancet), adults with obesity and type 2 diabetes. Both lines fall steeply for the first 36 weeks and flatten after week 52. The lines show the published average of patients on treatment, ending at -27.6 and -21.3 per cent at week 80. The two dots to the right are each trial's estimate for patients who stayed on the drug: -28.3 per cent without diabetes and -20.8 per cent with type 2 diabetes, a gap of 7.5 points. These are separate trials with different participants, so the gap is not a randomised comparison, although the drug, dose, duration and method are the same.

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NEJM.org @nejm.org · 29/09/2026

In the phase 3 TRIUMPH-1 trial involving patients with obesity, retatrutide, a triple hormone receptor agonist, resulted in substantial weight reduction and a decrease in knee osteoarthritis pain and obstructive sleep apnea events. Full trial results: nej.md/4ycgSHz

A graph from an Original Article published in the New England Journal of Medicine article titled "Retatrutide, a Triple Hormone Receptor Agonist, for Treatment of Obesity." The graph shows effect of retatrutide on body weight. The trial name, TRIUMPH-1, is in parentheses after the title. The NEJM identity sits at the bottom.

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Tommy 🇪🇺🇺🇦🇬🇱 @tommycarstensen.com · 29/09/2026

I came to respect John Cusack after January 6th. He tweeted a link to a page of mine. And later I learned about all the things he does for democracy. I hope he is acknowledged for his work by some future president. And if not, then at least he has my acknowledgement and gratitude 🙃

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