What The Fudge for November 1, 2026: $3T CAPEX Reckoning, Credit Tightrope, and Enterprise Flows
A look at the market response to compute commitments, daredevil debt, and weekly enterprise capital flows.
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What The Fudge for October 25, 2026: PHP2Shell, Capital, and Infrastructure Lock-In
A look at the fallout from the PHP2Shell zero-day, autonomous agent supply-chain attacks, hyperscalers locking down data center capacity through 2028, and weekly capital rounds.
What The Fudge for October 18, 2026: AI in the Workplace, Security Paradoxes, Funding, and M&A
Enterprise AI spend limits, IoT and frontier model security paradoxes, custom silicon and fab timelines, AI startup funding rounds, and strategic M&A.
What The Fudge for October 11, 2026: AI Outreach, Core Acquisitions, and Agent Liability
Anthropic's widespread activity, Cloudflare updates, US government mandates, cyberinsurance liability, and kinetic strikes on data centers.
What The Fudge for October 04, 2026: Agents, Cybersecurity, and the Edge
AI agents, frontier model security incidents, and the edge operations.
My Fediverse Digest for September 2026
A monthly digest of my thoughts, links, and updates from the Fediverse for September 2026.
What The Fudge for September 27, 2026: Quantum Momentum, Orbital AI, and the Agentic OS
A day-by-day look at the week's critical tech developments, spanning quantum capital, space-based data centers, and enterprise autonomous agents.
What The Fudge for September 20, 2026: Design Fiction, Autonomy, and Kinetic Infrastructure
Exploring the economics of inference, talent migration, the need for evaluation, physical disruptions to infrastructure, and shifting to localized AI.
My Fediverse Digest for August 2026
A monthly digest of my thoughts, links, and updates from the Fediverse for August 2026.
What The Fudge for August 23, 2026: AI Infrastructure, Economics, and Tokens
Analyzing AI financing, tax policy, model performance, and token routing.
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.