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.
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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.
What The Fudge for June 28, 2026: Cost Crunch, IPO Chill, and Agentic Future
Hardware prices spike, AI companies delay IPOs, competition between U.S. and international labs.
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.
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.
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.