🌶️ Hot Fudge Sunday for 2025-07-27

Last week

In what I hope becomes a trend, I’m excited to share the latest Winners Circle, a new podcast from NexusTek.

https://www.brighttalk.com/webcast/20887/648732?utm_source=hot-fudge-daily&utm_medium=email

This week

I’ll be traveling and the newsletter daily posts will be done from 37k feet, airports, hotels, etc. ✈️ 💺

Hot Fudge Daily Digest

📈 Markets Monday for 2025-07-21

Less spicy.

Last week

Quantum Computing, AI, Software, and Space
Quantum Computing, AI, Software, and Space

This week

Less spicy.
Less spicy.

Source: https://finance.yahoo.com/research-hub/screener/9bda6c7b-fe9e-41ca-9da9-e281a4a9889a

🔥 Hot Takes Tuesday for 2025-07-22

💰 + 🤖 Funding for AI-anything companies continues.

  • Poseidon (decentralized AI data layer): $15M

  • Composio (AI agent development tools): $25M

  • Asylon (AI robot guard dogs): $26M

  • Delve (AI compliance startup): $32M

  • Inforcer (AI for SMB): $35M

  • Ashby (AI-powered HR platform): $50M

  • Reka AI (AI efficient LLMs): $110M

  • xAI (AI research and development): $12B

🤪 Wacky Wednesday for 2025-07-23

The most interesting shared link in Slack communities:

(safe for work link)

🔙 Throwback Thursday for 2025-07-24

One outage story that caught my eye today: Starlink

Starlink experienced a network outage for about 2.5 hours on Thursday; NetBlocks reports that connectivity dropped to “16% of ordinary levels”

Starlink experienced a network outage for about 2.5 hours on Thursday; NetBlocks reports that connectivity dropped to “16% of ordinary levels”

By Richard Lawler / The Verge. View the full context on Techmeme.

Indeed. I even managed to capture it with a RIPE probe.

RIPE probe statistics showing packet loss
packet loss

For perspective, a Starlink outage becoming newsworthy (i.e. longer than a few hours) this isn’t that common. You would need to look back ~3 years for a similar coverage.

Starlink users in the US, the UK, New Zealand, Mexico, and elsewhere complained of a multi-hour outage; the Starlink app reported “Degraded Service”

Starlink users in the US, the UK, New Zealand, Mexico, and elsewhere complained of a multi-hour outage; the Starlink app reported “Degraded Service”

By Thomas Ricker / The Verge. View the full context on Techmeme.

✅ Final Thoughts Friday for 2025-07-25

💰 + 🤖 The big tech story for the week was Google capex forecast jumping from $75B to $85B.

Alphabet reports Google Cloud Q2 revenue up 32% YoY to $13.62B, vs. $13.11B est., and raises its 2025 capex forecast to $85B, after in February projecting $75B

Alphabet reports Google Cloud Q2 revenue up 32% YoY to $13.62B, vs. $13.11B est., and raises its 2025 capex forecast to $85B, after in February projecting $75B

By Jennifer Elias / CNBC. View the full context on Techmeme.

As context, this increase seems to confirm that Google infrastructure will continue to get even more Googleier.

AI Infrastructure Gets ‘Googleier’ - Techstrong.ai

AI Infrastructure Gets ‘Googleier’ - Techstrong.ai

At the AI Infrastructure Field Day in April, I spent a full day immersed in Google Cloud's vision and capabilities for powering the next wave of artificial intelligence (AI). From purpose-built hardware like Google's own TPUs and NVIDIA GPUs to sophisticated storage solutions and networking fabrics, Google presented a comprehensive

🔮 Sneak Peak Saturday for 2025-07-26

Typically, I select a Friday news dump item that reached a peak level of trope, cliché, or bromide on the slowest news day that may be attempting to avoid wider coverage.

This week, that turned out to be an early Saturday morning publishing cycle. Considering the event appears to be “mid-July” there is probably some combination of timing, deadlines, and decisions when it comes to this disclosure.

US insurance giant Allianz Life says hackers stole the personal information of the “majority” of its customers, staffers, and employees, in a mid-July breach

US insurance giant Allianz Life says hackers stole the personal information of the “majority” of its customers, staffers, and employees, in a mid-July breach

By Zack Whittaker / TechCrunch. View the full context on Techmeme.

This is interesting on two levels. First, cyber incidents are “when not if” (so #hugops to the Allianz security and marcom teams responding as well as their technology partners) eventualities. Second, this eventuality reinforces Allianz Risk Barometer findings.

Cyber incidents top the list of most important business risks
Cyber incidents top the list

Source: https://commercial.allianz.com/news-and-insights/reports/allianz-risk-barometer.html

#OpenToWork Weekly

I participated in a #NeverSearchAlone #JSC after rebooting Cuthrell Consulting and joining NexusTek.

I added those #OpenToWork from my LinkedIn network to this newsletter. Over time, we’ve grown an Alumni 🎉 section for those that transitioned to their next career adventure.

Alumni 🎉

Those in my network that are #OpenToWork:

View this page on GitHub.

NexusTekThanks to NexusTek for sponsoring the free version of this newsletter post 🤓