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  • 💙 Liked by 8,278 users
  • 📅 Updated almost 2 years ago
  • ⚙️ Provider discover.bsky.app
  • 📈 In the last 30 days, there were 10 posts about this feed. These posts got a total of 5 likes and had 1 repost.

The 'Gram Likes over time

Like count prediction
The feed The 'Gram gains approximately 4 likes per month.

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Ed Zitron
@edzitron.com
about 3 hours ago
Fidelity’s Director of Global Macro saying that the AI trade has been “dead money” for three months, and that it’s inflationary, meaning (as I’ve discussed multiple times) that the more debt they raise the more expensive debt becomes and the more they build data centers the more expensive it gets
Post
...
Jurrien Timmer @TimmerFidelity
X.com
On the Al front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up.
(1/2)
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Al Metrics
Daily Data. Source: FMRCo, Bloomberg
• GS Al basket
387
359
56%
283
249
200
175
150
•Silicon Data LLM token expenditure index (50d chg)
•Silicon Data H100 GPU rental index (50d chg)
•Silicon Data A100 GPU rental index (50d chg)
Aug-25 Oct-25 Dec-25 Jan-26 Mar-26 May-26
Nov-24
Jan-25
Feb-25
Apr-25
Jun-25
Data as of 9/20/2026. Past performance is no guarantee of future results
Jul-26
70%|
60%
50%
40%
30%
20%
0%
-10%
-20%
-30%
-40%
-50%
-60%
Sep-26
A Fidelity
8:45 PM • 9/22/26 • 32K Views
Jurrien Timmer &
@TimmerFide... 2h S •
Yes, Al will change our lives (for the better l trust) and down the road it may well unleash a productivity miracle that raises the economy's non-inflationary speed limit enough to keep the world's mounting debt burden sustainable. But until then the buildout is inflationary with an unknown return for the companies who are investing trillions into compute. The demand fo capital (equity and debt) from corporates is rising at a $3.3 trillion clip.
(2/2)
$9,000
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$0
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Crowding Out?
Monthly Data. Source: FMRCo, Bloomberg, Fed FoF Report.
non-financial corporate debt issuance (Sbi) equity share redemptions (buybacks + M&A)
Shading: US deb/GDP
inflation-adjusted
- total corporate net issuance (debt + equity)
housing bubble
+$7,924
bubble
Jun-20, +$6,597
+$3,462
dot.com bubble
Jun-00, +$3,233
+$3,999
Al capex
Jun-26, +$3,251
+$3,129
debt issuance + M&A
debt-equity arbitrage
+$123
-$197
debt-equity arbitrage
-$2.054
$2,175
-US Treasuries held by China
-$3.485
-US Treasuries held by Japan
—US Treasuries held by Fed's SOMA
—US Treasuries & agencies held by US banks
-$2,911
-$3,449
• $4,597
$3,602
$4,800
$2,400
$1,104
$1,200
$618
$600
1997
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2007 2009
2011
2013
2015
2017
2019
2021
2023
$300
2025
2027
Data as of 9/20/2026. Past performance is no guarantee of future resuts
2029
•Fidelity
L71
50
14
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Molly White
@molly.wiki
about 3 hours ago
huh, I didn't realize Red Delicious apples were still such a large portion of US apple production via commons.wikimedia.org/wik….
Average U.S. apple production from 2021 to 2025, measured in terms of 42-pound bushels. Red Delicious is at 14%, second only to Gala (18%) and other (19%)
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Ian Bogost
@ibogost.com
about 3 hours ago
M.U.S.C.L.E.
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mary🐇
@mary.my.id
about 3 hours ago
sux having to deal with temp mutes separately but oh well
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Kuba Suder 🇵🇱🇺🇦
@mackuba.eu
about 6 hours ago
Internet sewer noises 😃
ChatGPT:

Also, the IP request-count distribution is strangely bimodal:
1,359 IPs made exactly 1 request
1,101 IPs made >=10 requests
176 IPs made >=20 requests
That actually makes sense once the two dominant behaviors are visible:
single request → link preview/federation/search bot fetching HTML only
versus
~11 requests → browser-based crawler loading HTML + entire static site bundle.
So merely blocking top IPs is probably going to be almost useless against the latter.
There are some normal internet sewer noises too
For example, 45.138.12.52 makes 91 requests in nine seconds, asking for:
/. git/HEAD

/.git/config

/. env

/. env. backup

/ .aws/credentials

/root/.aws/credentials

/. ssh/id_rsa

/wp-config. php
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Kuba Suder 🇵🇱🇺🇦
@mackuba.eu
about 7 hours ago
Writing a request letter to Santa Black Friday… 🔑
Tabs open in Safari "YubiKey 5", "YubiKey NFC"
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Robert Wright
@robertwrighter.bsky.social
about 7 hours ago
Been hearing the term ‘singularity’ lately? I’ve written a multi-part series about (1) what the term means; (2) the sense in which a singularity is and isn’t approaching; and (3) what (IMHO) lies on the other side of it. You can read part I at nonzero.org
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Retro Game Books 📚
@retrogamebooks.com
about 7 hours ago
Who's excited for Silent Hill: Townfall 👋
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Tom Warren
@tomwarren.co.uk
about 7 hours ago
Undead Labs says it has had to make a “significant number” of layoffs as part of its Xbox separation. “Their work remains part of Undead Labs and part of State of Decay 3, regardless of where their careers take them next.”
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🇨🇦 andyrogers.bsky.social 🇨🇦
@andyrogers.bsky.social
about 7 hours ago
The clusterfuck that is Greta Gerwig’s “The Magician’s Nephew” is bothersome. Meryl Streep. David Bowie. Feathers. Scales. Let’s go back to Puddleglum, one of my favourite characters. Very Eeyoresque. And he has scales.
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MinnMax
@minnmax.com
about 7 hours ago
Sarah and Leo will be playing a couple hours of Control Resonant at 1 PM CT tomorrow for a brand new Nvidia-sponsored Max Settings! See you then at twitch.tv/minnmaxshow!
An image of a twisted city with the main guy from Control Resonant in there.
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Jodie Troutman
@longtalljodie.com
about 8 hours ago
Oh, are we posting old computers? Here's where the magic of my webcomics in the year of our lord 2000 happened. This image does NOT have a higher resolution.
My computer in late 2000, next to a couch from the 60s for some reason.
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Sasha's Retrobytes 🏳️‍⚧️
@sharkabytes.bsky.social
about 8 hours ago
A crt TV screenshot of an Amiga Garfield game from 1988. Garfield, drawn with quite lovely cartoon pixel artwork stands in a road by a suburban white picket fence. He's looking at the player with a smug expression on his face.

"Hey, anybody there?"
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In Otter News
@in-otter-news.bsky.social
about 8 hours ago
I'm off to pick them up now...
Scene: A playful photo of two small otters inside a plastic toy dollhouse—one peeks out of a tiny side door while Steve the otter leans forward through a larger ground-floor opening.  
Text in image: “Steve and Brad have been out partying all night. They’ve come home to the wrong house again.”
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