iiinova — where your digital self keeps evolving

vegavandal.bsky.social @vegavandal.bsky.social · 13h

When your ARR is neither annual nor recurring, and thus not even revenue

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FinTwitter @fintwitter.bsky.social · 14h

Microsoft lowers Claude spending by over a third - The Information. $MSFT

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Coach Finstock @coachfinstock.bsky.social · 17h

I love how Ken Paxtons wife is like "yeah I can't live with the man and divorced him on Biblical Grounds but you should make him one of the 100 most powerful people in the country deciding how your tax money is spent and what laws get added to the books"

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vegavandal.bsky.social @vegavandal.bsky.social · 17h

One cool thing about having young kids is they start getting into Transformers, which absolutely shreds and is a great way to relate to them.

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Sameer Ashar @sameer-ashar.bsky.social · 04/10/2026

This is my nephew, please forward to your networks, esp any University of Maryland students.

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vegavandal.bsky.social @vegavandal.bsky.social · 03/10/2026

Never thought I’d read “Kansas is in play for Dems” in my lifetime but I guess this is probably what it felt like in the LBJ era

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vegavandal.bsky.social @vegavandal.bsky.social · 02/10/2026

Did anyone figure out why receivables and inventories are shooting up at Nvidia or is it all good now

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vegavandal.bsky.social @vegavandal.bsky.social · 02/10/2026

The way to deal with malignant narcissists is to starve them of attention. Drama is their oxygen. I wish more people could internalize that.

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vegavandal.bsky.social @vegavandal.bsky.social · 02/10/2026

Part of me appreciates the financial engineering here. Now we just need SPVs named after chess moves to top it off.

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vegavandal.bsky.social @vegavandal.bsky.social · 01/10/2026

You- I think about Rome every day Me- I think about how fucked the Austro Hungarian empire was before they decided to start a global war, every day

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vegavandal.bsky.social @vegavandal.bsky.social · 01/10/2026

Kind of forgot that polls in the NJ governor race last year were off by 10% lmao

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vegavandal.bsky.social @vegavandal.bsky.social · 01/10/2026

You price cyclicals like MU on book value. Eventually it goes to 1x. It is 12 now. Thanks for coming to my TED talk.

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vegavandal.bsky.social @vegavandal.bsky.social · 01/10/2026

Nice chart of AI deal interconnectedness

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vegavandal.bsky.social @vegavandal.bsky.social · 01/10/2026

Everyone’s model is going to end up in the same place. Red queen theory.

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Super Shoe @shoe.bsky.social · 30/09/2026

Hoo boy

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vegavandal.bsky.social @vegavandal.bsky.social · 30/09/2026

Google is so back. They cooked. Their model? Mogging. Let’s all trade that now.

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ghost malone ergo propter bones @proptermalone.bsky.social · 30/09/2026

what i think is currently up in the AI space since we're having cost arguments again: selling inference is very profitable, but models are improving so fast that there's no time for capex on model training to amortize, so net at this rate they're losing money which is why they want a cartel

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Charlie Warzel @cwarzel.bsky.social · 30/09/2026

There is a moment at the very very end of Abdul El-Sayed's podcast with Ezra Klein (book recommendation section) where he talks about the idea of "speaking truth to pain" and this will be staying with me for an extremely long time. www.nytimes.com/2026/09/25/o...

But there’s also something about truth to pain. We talk a lot about truth to power, but I think it’s actually a lot harder to speak truth to pain. I say that as someone who went to medical school, realizing that in a lot of our politics right now, we’ve got to get a lot better at speaking truth to pain if we’re going to get through some of these challenges that we have.

What does “truth to pain” mean?

It’s one thing to look power in the eye and say: You’re wrong about this. But there’s a way in which pain is very difficult to reason with. Because when somebody is in their pain, they’re in their trauma. They see that pain, and they may not see what’s causing it.

I remember just very explicitly being in a trauma ward with a gunshot wound patient and watching this big guy with his hand on his gunshot wound. All the folks are trying to pull his hand off his pain, that point of his gunshot wound, this clear vulnerability.

And this emergency room doctor had the presence of mind to be like: Everyone, stop. And she looks him in the eyes, and she’s like: I get that really hurts, and I’m so sorry that you’re here. You don’t want to be here. We don’t want you to be here. But if you don’t let us fix this, you could die. So I’m going to take your hand, and I’m going to move it off, OK? Because I need to get there so that you can live.

She was speaking truth to pain. He understands he’s at the hospital, he needs care, but he also doesn’t want anybody to touch the wound. Which is a natural thing. And I think it is a really great metaphor for how we think about a lot of these challenges we talked about today.

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David W (aka Flex NP) @rnflex.bsky.social · 29/09/2026

Full Retatrutide phase 3 obesity data published today. It's gonna take a minute to fill dissect this. The appendix alone has 70 pages of data. Long story short we created a drug that's almost too good. Huge chunks of people stopped or reduced doses from excess weight reductions.

nejm.org

Retatrutide, a Triple Hormone Receptor Agonist, for Treatment of Obesity | NEJM

Retatrutide is a triple-receptor agonist of glucose-dependent insulinotropic polypeptide, glucagon-like peptide-1, and glucagon receptors. In this phase 3, randomized, double-blind trial, we assign...

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vegavandal.bsky.social @vegavandal.bsky.social · 29/09/2026

Feeling pretty good about my 6.8% mortgage right now

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ArtButMakeItSports @artbutmakeitsports.bsky.social · 29/09/2026

Man in a Blue Mantle, by John Singer Sargent, 1891, 📸 via @cjzero.bsky.social

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vegavandal.bsky.social @vegavandal.bsky.social · 28/09/2026

A mf-ing whole ideology based on Harry Potter fan fiction? God damn that is so lame.

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vegavandal.bsky.social @vegavandal.bsky.social · 27/09/2026

“Why does OAI keep unleashing dangerous models on the world with zero cybersecurity guardrails?” is still a better question than “is the code thinking”.

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ArtButMakeItSports @artbutmakeitsports.bsky.social · 26/09/2026

The Intimate Toilette (A Woman Urinating), by François Boucher, 1760s

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Kevin J. Kircher @kevinjkircher.com · 16/09/2026

lady: our data center flexes demand to protect the grid and ratepayers!

guy: how

lady: we use AI to shift load!

guy: how

lady: we run diesel generators when prices spike

guy: thank you

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Katie Martin @katie0martin.ft.com · 25/09/2026

I have blamed The agents That hacked Your website And which You probably Reasonably thought I controlled Forgive me I am rich And unaccustomed To taking responsibility

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vegavandal.bsky.social @vegavandal.bsky.social · 25/09/2026

MSFT now up 47% since June while semis are flat

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vegavandal.bsky.social @vegavandal.bsky.social · 24/09/2026

Very little talk on here about Oracle, surprising

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vegavandal.bsky.social @vegavandal.bsky.social · 24/09/2026

God stepping in to save the Fed (from new datacenter project developments)

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Quantian @quantian.bsky.social · 24/09/2026

This article has to bury the lede behind 20,000 words of carefully marshaled evidence because if it actually lead with its accusation it would be instantly dismissed as a deranged conspiracy:

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vegavandal.bsky.social @vegavandal.bsky.social · 24/09/2026

The way I think about the incoming 3 to 4 rate hikes is we’d be in this same purgatory we’re in now forever unless something changes, and someone somewhere has to feel some pain. In this case I’d argue it’s the perpetual debt raising business models (cough neoclouds).

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FactPost @factpostnews.bsky.social · 23/09/2026

Over 80 tons of beef, pork, and goat meat have been recalled after they were found to have fake USDA marks of inspection.

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vegavandal.bsky.social @vegavandal.bsky.social · 23/09/2026

The orange fatso must be really hurting to change his mind on wind power

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vegavandal.bsky.social @vegavandal.bsky.social · 22/09/2026

It’s been an extremely long year in markets

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vegavandal.bsky.social @vegavandal.bsky.social · 18/09/2026

Man and to think all we used to worry about was liquidity in the bond market

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vegavandal.bsky.social @vegavandal.bsky.social · 17/09/2026

You left your API keys in an open forum and an AI that was told to hack you hacked you? Wow the AI civilizations are taking us over any day now.

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vegavandal.bsky.social @vegavandal.bsky.social · 17/09/2026

How is AI going to kill everyone when all the important kill everyone stuff on computers is air gapped

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Jay Vegas @jvegas001.bsky.social · 16/09/2026

See nobody wants to work anymore

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vegavandal.bsky.social @vegavandal.bsky.social · 16/09/2026

Seeing Vance grovel for “two more years” makes me really hope Dems go for the throat from here on out. Fuck all the Yglesias-esque internecine fighting. Attack, kill.

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vegavandal.bsky.social @vegavandal.bsky.social · 16/09/2026

The ten year going for 20x earnings, tough comp for a lot of equities out there

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Nathan Goldwag @goldwagnathan.bsky.social · 14/09/2026

Senate polling update, per Nate Silver: ALASKA 🔵 +1.1% FLORIDA 🔴 +5.4% GEORGIA 🔵 +9.0% IOWA 🔵 +1.2% KANSAS 🔴 +3.6% MAINE 🔵 +4.0% MICHIGAN 🔵 +2.9% MINNESOTA 🔵 +4.8% NORTH CAROLINA 🔵 +8.7% NEBRASKA 🟡 +2.3% NEW HAMPSHIRE 🔵 +6.3% OHIO 🔵 +4.0% TEXAS 🔵 +2.4% Generic Ballot: 🔵 +8.0%

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