crabstorage

@bsky.crabstorage.com

35 Oldge he/himb twitch.tv/crabstorage I poorly run sm64 and even poorlyer other stuff

Congratulations to Francis Halzen, UW–Madison professor of physics and principal investigator of @icecubeneutrino.bsky.social, on being named the 2026 Nobel Laureate in physics. His work helped unlock new ways of understanding the universe and the particles known as neutrinos. @nobelprize.org

University of Wisconsin–Madison Professor Francis Halzen named 2026 Nobel laureate in physics

Halzen is the principal investigator of the IceCube Neutrino Observatory, the world’s largest telescope.

news.wisc.edu

how the fuck do i make the notifications stop? i got 2 notis even with my settings like this. I intentionally have notifications turned off on *everything* that isn't immediately important and still im getting these fucking things.

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Not condoning the idea, but this seems incredibly short-sighted on the part of Elo/SRC given how cheap/easy it would be to vibe code a website, host it on a 15yo Optiplex and point a $10/yr domain at it. Pissed off web devs volunteering to assist with sites for their communities notwithstanding.

therun.gg@therun.gg · last wk.

SRC changed their terms of use yesterday, and released a news post with an FAQ. They make it sound like not a big deal. It's a big deal. The Creative Commons licence is gone. They claim ownership over the data now. Thread about what this means, and what we can do about it 🧵

Comparison of the old src terms and the new src terms

@edzitron.com im trying to put together sources and info to fight some Cloverleaf shit here in Madison. Is there a better way to search your newsletters than just clicking on each of them and ctrl+F? The gist is Public Service Commission sets the rates that utilities are allowed to charge.

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)
500
475
450
425
400
375
350
325
300
275
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 ViewsJurrien 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
$8,000
$7,000
$6,000
$5,000
$4,000
$3,000
$2,000
$1,000
$0
-$1,000
-$2,000
$3,000
-$4,000
-$5,000
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
1999
2001
2003
2005
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

Please read this. I know I post a lot of shit but really really really you should understand what's going on with the discourse on this right now and how essentially ALL tech media has failed to do its duty, taking press releases at face value instead of critically.

Ed Zitron@edzitron.com · 4w ago

Free newsletter: The idea that we're nearing the creation of AI systems that we can't control and that pose an existential threat to humanity is a lie and a distraction from the tangible harms and problems caused by LLMs and AI labs' near-unlimited resources. www.wheresyoured.at/ai-is-alread...

This week, PlayStation announced that it had pulled out of publishing Hideo Kojima's next game, Physint. But the company didn't give a reason. So I made some calls. Here's why PlayStation bailed and why Xbox snapped Kojima right up: www.bloomberg.com/news/article...

PlayStation Ditched Hideo Kojima’s ‘Physint’ on Budget Concerns, Missed Deadlines

The legendary Japanese creator of ‘Death Stranding’ will take his new game to Xbox

bloomberg.com

PSA: Somebody who isn't us bought the banjorecomp dot com domain and is distributing malware while passing it as the official website for the Banjo: Recompiled project. DO NOT fall for it. ONLY download it from our GitHub page. If you know of a way to get this taken down, please reach out.

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The Expanse. It's bold to claim that it exceeds the books but it's really something special (especially the audiobooks, Jefferson Mays is utterly incredible and genuinely influenced the show's casting imo) and if you watch it, at the end of season 3 realize SyFy cancelled it on that cliffhanger.

Luke Diaz@lukediaz.bsky.social · 3mo ago

The Witcher video games (2 and 3 at least). The books are good, just thought the video games really expanded on them.

If you are a speedrunner who streams on Twitch and grinds your game(s) a decent amount or very frequently on Twitch please reply with a link!!!

bringing my regular 'portable stream' stuff with to GDQ (steam deck and dock), if you tune in to one of them and watch for an hour (or sub/gift, but don't spend money), you will earn this incredibly scuffed twitch chat badge i just made lmfao

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