Fudge Factor 🤔💡🤯🤓
Fudge Factor Returns
Specific topical thought packaged neatly for datacenters in the sky
Acquisition mania
10 days of big company shopping list activity
Convergence across four domains
AI interviewer, VibeVoice, AWS competency, and succession planning
A new format for my newsletter
Of python, pretense, and possibilities
🌶️ Hot Fudge Sunday for 2025-12-07
Hot Fudge Daily digest for the week of 12-01-2025 to 12-06-2025.
🔮 Sneak Peak Saturday for 2025-12-06
Meta Phoenix falling behind
✅ Final Thoughts Friday for 2025-12-05
Netflix buys WBD and Meta buys Limitless
🔙 Throwback Thursday for 2025-12-04
Quantum supremacy, Let's Encrypt, and long haul in flight WiFi
🤪 Wacky Wednesday for 2025-12-03
Holiday roar, Segway stagecraft, pyrrhic poetry
🔥 Hot Takes Tuesday for 2025-12-02
Funding flows for AI, chips, and robotics
📈 Markets Monday for 2025-12-01
AI Infrastructure day for Nebius and CoreWeave
🌶️ Hot Fudge Sunday for 2025-11-30
Hot Fudge Daily digest for the week of 11-24-2025 to 11-29-2025.
🔮 Sneak Peak Saturday for 2025-11-29
For want of a nail the HVAC was lost
✅ Final Thoughts Friday for 2025-11-28
Google TPU custom silicon and value chain implications
🔙 Throwback Thursday for 2025-11-27
SignalFrame, PMC-Sierra, and Sega
🤪 Wacky Wednesday for 2025-11-26
Shatner. Software. Seismometer.
🔥 Hot Takes Tuesday for 2025-11-25
Funding for AI-powered everything continues
📈 Markets Monday for 2025-11-24
Quantum computing and digital infrastructure rises
🌶️ Hot Fudge Sunday for 2025-11-23
Hot Fudge Daily digest for the week of 11-17-2025 to 11-22-2025.
🔮 Sneak Peak Saturday for 2025-11-22
Skull-crushing allegations and misanthropic misalignment