What The Fudge for August 23, 2026: AI Infrastructure, Economics, and Tokens
Analyzing AI financing, tax policy, model performance, and token routing.
Fudge Factor 🤔💡🤯🤓
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What The Fudge for August 16, 2026: Capabilities, Strategies, and Realities
Navigating the tension between AI capabilities, new risks, open-weight models, and the economics high valuations.
What The Fudge for August 9, 2026: Infrastructure, Agents, and Realignments
Analyzing rapid expansion of global AI compute capacity, regulatory focus on autonomous systems, and strategic leadership moves.
What The Fudge for August 2, 2026: AI Expansion, Safety, and Markets
A look into AI infrastructure growth, model containment, and Q2 financial performance.
My Fediverse Digest for July 2026
A monthly digest of my thoughts, links, and updates from the Fediverse for July 2026.
What The Fudge for July 26, 2026: Infrastructure, Intrigue, Distillation Drama, and HWaaS
Capital expenditures, model containment, distillation discussions, and the shift toward hardware leasing.
What The Fudge for July 19, 2026: Open-Source AI, Regulatory Headwinds, and Enterprise Capital
Analyzing open-source AI landscape shifts, enterprise CapEx pressures, and groundbreaking regulatory moves.
What The Fudge for July 12, 2026: On-Device AI, Memory Boom, and Big Tech Pivots
Model splits, on-device AI, HBM or Bust, and AI-related regulatory pressures for restructuring.
What The Fudge for July 05, 2026: AI Infrastructure Oops, Token Rationing, and Digital-Only Mandates
Reflections from the July 4th holiday weekend on infrastructure illusions, employee token rationing, and the fast-approaching end of physical media.
My Fediverse Digest for June 2026
A monthly digest of my thoughts, links, and updates from the Fediverse for June 2026.
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.