๐ถ๏ธ Hot Fudge Sunday for 2025-08-03
Last week
Iโm excited to share the latest Winners Circle, a new podcast from NexusTek.
https://www.brighttalk.com/webcast/20887/649500?utm_source=hot-fudge-daily&utm_medium=email
Also, NexusTek launched Data Modernization services, that are โdesigned to create a single source of truth needed for successful AI and advanced analytics solutionsโ.
https://www.prnewswire.com/news-releases/get-your-data-ready-for-ai-with-nexustek-302519834.html
This week
Once again, Iโll be traveling and the newsletter daily posts will be done from 37k feet, airports, hotels, etc. โ๏ธ ๐บ
Hot Fudge Daily Digest
Iโm testing a new format belowโฆ Iโm trying to get the newsletter to be leaner and get back to pure Markdown.
๐ Markets Monday for 2025-07-28
Iโm stopping the screenshots for Markets Monday. Instead, I will begin looking back at the week over week on Monday using a screener.
More to comeโฆ
๐ฅ Hot Takes Tuesday for 2025-07-29
๐ค + ๐ฐ AI, AI, and more AI funding continues.
- Julius AI (AI data analyst): $10M
- Delian Alliance Industries (AI defense tech): $14M
- Sparrow (AI leave management): $35M
- BlinkOps (AI cybersecurity agents): $50M
- Whitefiber (AI infrastructure): $132.8M
- Ambience Healthcare (AI healthcare admin): $243M
- Groq (AI chip startup): $600M
- Figma (AI design software): $1.2B
- Anthropic (AI platform): $5B
๐คช Wacky Wednesday for 2025-07-30
https://www.youtube.com/watch?v=6JeV53LZ8ag
๐ Throwback Thursday for 2025-07-31
3 Billion iPhones.
https://www.techmeme.com/250731/p50#a250731p50
18 years ago, rumors swirled.
https://gizmodo.com/rumor-3g-iphone-coming-227850
When the iPhone launched, it was $499.
If you had invested $499 in AAPL 18 years ago, you would have $20,421 today. Thatโs enough to buy about one dozen iPhone 16 Pro Max 1TB.
โ Final Thoughts Friday for 2025-08-01
๐ค + ๐ฐ The big story this week isnโt a single product launch but the staggering scale of AI value chain infrastructure investment.
Meta, Microsoft, Amazon, and Alphabet alone are set to drop the GDP equivalent of the entire Chilean economy on their AI value chain infrastructure just this year.
https://www.techmeme.com/250801/p30#a250801p30
๐ฎ Sneak Peak Saturday for 2025-08-02
The Friday news dump selection this week goes toโฆ
https://www.techmeme.com/250801/p26#a250801p26
Iโm not a lawyer but I would expect to see appeals from Tesla. I would also expect to see counsel at General Motors, Ford, BMW, Mercedes-Benz, and Kia watching closely for the line of business for keeping humans in a driver seat.
Meanwhile, driverless continues to be rack up miles with Waymo and Zoox in more places more of the time as humans shift to the backseat as riders. Also, there are companies such as Aurora, Nuro, and May Mobility that are challenging the need for human drivers within the supply chain of long haul and last mile logistics for both people and cargo.
#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, weโve grown an Alumni ๐ section for those that transitioned to their next career adventure.
Alumni ๐
- Congrats Kelly Britt ๐
- Congrats Tamera Rousseau King ๐
- Congrats Thomas Chatham ๐
- Congrats Dan Kelleher ๐
- Congrats Jarrod Weise ๐
- Congrats Karl Edwards ๐
- Congrats Paul Lysko ๐
- Congrats Bob Lima, PMP ๐
- Congrats Rich Green ๐
- Congrats Sheri Gearhart ๐
- Congrats Shianna Maxwell ๐
- Congrats Richard Arnesen! ๐
Those in my network that are #OpenToWork:
- Trevor Schulz - 20+ Years in Tech Sales | Loyal, Dedicated, and Ready to Work Today
- Brian Booden - Ranked #1 in the UK for Qlik and DataViz Content
- Elizabeth Quintanilla - Fractional CMO, Digital Marketing Consultant & Coach, Marketing Gunslinger
- Barbara Hadley, EdM, SPHR - Strategic HR Leader | Employee Engagement Expert
- Andrew Webber - Proven Leader | Consumer Product Innovation & Scaling
- Lida Tohidi - Award-Winning Product & Marketing Leader | Startup Advisor
- Nathan Clyker - Strategic Sales & Business Development | IT Solutions Expert
- Gina (Gina Minks) Rosenthal - Global Product Marketing Manager | Technical Content Strategist
- Janel Van Beek - Business Strategist & Master Coach | Leadership & Change Expert
- Greg Phillips - Cloud Platform & Strategic Marketing Leader
- Ricardo Perez - Virtualization Architect | PowerFlex & VxRail Specialist
- Mike Berteletti, CISSP - Experienced IT Professional | Infrastructure & Security
- Chris Mojica - Technical Sales & Solutions Architect
- Matthew Leib - Data Center, Cloud & Storage Architect | Technical Writer & Analyst
- Michael Joffe - Global Technology Leader | P&L Management | SaaS & OEM
- Colleen Coll - Event Technology & Digital Media Specialist | Live Reporting
- Sam Aiello, Ph.D. - Cybersecurity & Technology Strategist | Pre-Sales Leadership
Subscribe to Hot Fudge Daily
Get the latest articles and updates delivered straight to your inbox.