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.
A day-by-day look at the week's critical tech developments, spanning quantum capital, space-based data centers, and enterprise autonomous agents.
Exploring the economics of inference, talent migration, the need for evaluation, physical disruptions to infrastructure, and shifting to localized AI.
A monthly digest of my thoughts, links, and updates from the Fediverse for August 2026.
Analyzing AI financing, tax policy, model performance, and token routing.
Navigating the tension between AI capabilities, new risks, open-weight models, and the economics high valuations.
Analyzing rapid expansion of global AI compute capacity, regulatory focus on autonomous systems, and strategic leadership moves.
A look into AI infrastructure growth, model containment, and Q2 financial performance.
A monthly digest of my thoughts, links, and updates from the Fediverse for July 2026.
Capital expenditures, model containment, distillation discussions, and the shift toward hardware leasing.
Analyzing open-source AI landscape shifts, enterprise CapEx pressures, and groundbreaking regulatory moves.
Model splits, on-device AI, HBM or Bust, and AI-related regulatory pressures for restructuring.
Reflections from the July 4th holiday weekend on infrastructure illusions, employee token rationing, and the fast-approaching end of physical media.
A monthly digest of my thoughts, links, and updates from the Fediverse for June 2026.
Hardware prices spike, AI companies delay IPOs, competition between U.S. and international labs.
Friction at the edge, price hikes, regulatory drama, high-stakes talent moves, and autonomous system workarounds.
Accurized Architecture Means We Must Ship Left into the Siege
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.
Discussing the massive AI IPO wave, the shift to localized Agentic AI on devices like Gemma 4, and security shifting left.
Anthropic's massive valuation, navigating Ramageddon, tokenomics rationing, and the ethics of digital employees.
A monthly digest of my thoughts, links, and updates from the Fediverse for May 2026.