🌶️ Hot Fudge Sunday for 2024-09-15

September 15, 2024

🙏 A big thank you to our sponsors. 🙏
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https://hot.fudge.org

💰 + 🤖 That is a lot of capital to deploy and I wonder if this means Graphcore adjacent companies within the EU will see new infusions soon.

https://www.techmeme.com/240904/p27#a240904p27

💰 + 🤖 The Happy Fun Ball skit from SNL comes to mind but you have to wonder if adding the word “safe” to the name will jinx it.

https://www.techmeme.com/240909/p10#a240909p10

💰 + 💳 Stripe continues to defy patterns and I can’t wait to see what happens next even if what happens has nothing to do with IPOs.

https://www.techmeme.com/240909/p6#a240909p6

💰 + 🍪 The balkanization and supply chain resilience around silicon is going to alter our understandings of “cheap as chips” and just how far intelligence will press to the edge of the network.

https://www.techmeme.com/240910/p12#a240910p12

💰 + 🤖 Considering that agentic A.I. is already shifting to repackaging as “useful” A.I., these funding levels are probably in line with the expectations and burn rate that will be required to realize even 10% of those expectations.

🤪 Wacky Wednesday for 2024-09-11

Each Wednesday I go through dozens of Slack communities.

I then select the most interesting shared links.

This will always be a safe for work list. 🙈

https://theonion.com/joey-chestnut-eats-entire-cast-of-stranger-things-in-under-10-minutes/https://cowboystatedaily.com/2023/12/04/why-there-are-only-two-escalators-in-all-of-wyoming/https://www.theverge.com/2024/9/6/24238004/doom-volumetric-voxel-display-ancient-james-brown

https://www.tree.fm/https://www.businessinsider.com/google-losing-status-as-verb-genz-2024-9

🔙 Throwback Thursday for 2024-09-12

Telecom and the .com boom (and bust) days were part of my early career. 25 years ago, I was able to participate in an early approximation of a “cloud” by Intel that was called an Application Service Provider (ASP).

Yes. Intel.

In late 1999, Intel got into the web hosting business by launching Intel Online Services (IOS).

See if this part sounds familiar:

Second-Generation Hosting
Intel Online Services’ main focus is its second-generation hosting, in which standard, hardware and software is integrated, validated, and managed by Intel Online Services. Using this approach, Intel Online Services provides not just the building, power and network connection - called co-location hosting - but also the servers, operating system software and basic applications. By providing and managing this second-generation hardware and software platform, Intel Online Services can offer a higher degree of predictability and reliability. This can also reduce the cost for customers, since they don’t have to hire IT staffs, buy computers, configure software, or carry out other costly tasks. Intel Online Services, Inc., is an Intel subsidiary that intends to be a leading supplier of hosted Internet services, business applications, and e-Commerce services worldwide.

Source: Intel News Release, 2000

By 2000, IOS announced it would allocate $1B to bring 10 Internet Data Centers (IDCs) online.

By early 2002, IOS had signed customers with iconic brands such as Sony, eBay, BP, Tour de France, EMI, MSN, American Stock Exchange, Discovery Channel, TLC and Animal Planet, BBC, and others with partners like EMC that provided technology for hosting “multiple terabytes of storage” that seem rather quaint today but was bleeding edge a quarter century ago.

However, life moves fast and so did the .com boom. By late 2002, IOS was no more.

Of course “cloud” became wildly successful. Even conservative projections easily cross over into the trillions ($T) for the “cloud” market.

Today, A.I. is taking up a lot of the conversations about “cloud”.

Lately, Intel has apparently been finding what else to shed.

A look at the tough options before Intel's board, including scaling back factory projects, selling off subsidiaries, or splitting Intel's core operations

By Ian King / Bloomberg. View the full context on Techmeme.

✅ Final Thoughts Friday for 2024-09-13

As of this update, my delegate duties at AI Field Day 5 for Tech Field Day are done but my notes will be published in the coming days / weeks. Over three days, I and fellow delegates took in updates from Keysight, Integrail, Cisco, VMware, Elastic, Arista, and Enfabrica as well as a Delegate Ignite Talk series and Delegate Roundtable!

I would like to give a HUGE shout out to the team that makes Tech Field Day possible and to Futurum Group as well the sponsoring companies for making the event possible. 🙏 🙏 🙏

What’s next?

Monktoberfest in Portland October 1-4, 2024
Cloud Field Day 21 in Silicon Valley October 23-25, 2024 for Tech Field Day
All Things Open in Raleigh October 27-29, 2024 for CLS

Once again, I am thankful for new and ongoing client work, meeting folks in person that I’d previously only known online, and catching up with past co-workers. While gym and hiking continues, my list of non-technology projects took a break this week due being on the road.

As I indicated, AI Field Day was a lot to take in this week. I’ll share more once I’ve consolidated my notes.