What The Fudge for June 21, 2026: Semiconductor Crunches, Export Playbooks, and AI Slop
Friction at the edge, price hikes, regulatory drama, high-stakes talent moves, and autonomous system workarounds.
Fudge Factor 🤔💡🤯🤓
Ship Left
Accurized Architecture Means We Must Ship Left into the Siege
What The Fudge for June 14, 2026: Trillionaires in Orbit and Agentic Intersections
Breaking down the historic SpaceX IPO, the intense AI cost wars, Apple's big Siri AI reveal at WWDC, and the rising challenges in tech governance.
What The Fudge for June 07, 2026: The IPO Parade and Device-Level Agents
Discussing the massive AI IPO wave, the shift to localized Agentic AI on devices like Gemma 4, and security shifting left.
What The Fudge for May 31, 2026: The I Am One Year Older Edition
Anthropic's massive valuation, navigating Ramageddon, tokenomics rationing, and the ethics of digital employees.
What The Fudge for May 24, 2026: The Paradigm Shift in Compute Infrastructure
Analyzing capital for a new AI infrastructure JV and the rise of agentic orchestration at Google I/O with post-ZIRP enterprise reality.
What The Fudge for May 17, 2026: Trillion-Dollar Valuations, Sovereign AI, and the Agentic Edge
Anthropic nears a trillion-dollar valuation, the American AI moat faces scrutiny, and small language models break out at the edge.
What The Fudge for May 10, 2026: Material Science, Policy as Code, and Quiet Supersonics
Exploring the shift from copper to optics, the rise of agentic infrastructure automation, and NASA's quiet supersonic milestone.
What The Fudge for May 3, 2026: Agentic Intelligence and Super Learners
AI agents in the EU, Kaseya's 1 billion ticket corpus, brain-computer interfaces, and the Apple CEO transition.
What The Fudge for April 26, 2026: Waymos on the 101, Scaling the BIPC, and the SpaceX IPO Pivot
Reflections from the Bay Area, the shift to Agentic AI governance, the BIPC quip, and the SpaceX move toward an AI-centric IPO.
Fudge Factor 🤔💡🤯🤓 has been many things over the years as an archive of writing from Jay Cuthrell since the late 1990s. The latest version of Fudge Factor 🤔💡🤯🤓 is based on an amazing starter called Eleventy Excellent by Lene Saile.