🌶️ Hot Fudge Sunday for 2025-08-03

Last week

I’m 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 “designed to create a single source of truth needed for successful AI and advanced analytics solutions”.

Get Your Data Ready for AI with NexusTek

Get Your Data Ready for AI with NexusTek

/PRNewswire/ -- NexusTek, a leading provider of AI, infrastructure, and security services, today announced the launch of Data Modernization services, designed...

This week

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

Hot Fudge Daily Digest

I’m testing a new format below… I’m trying to get the newsletter to be leaner and get back to pure Markdown.

📈 Markets Monday for 2025-07-28

I’m stopping the screenshots for Markets Monday. Instead, I will begin looking back at the week over week on Monday using a screener.

More to come…

🔥 Hot Takes Tuesday for 2025-07-29

🤖 + 💰 AI, AI, and more AI funding continues.

🤪 Wacky Wednesday for 2025-07-30

🔙 Throwback Thursday for 2025-07-31

3 Billion iPhones.

Apple has now sold over 3B iPhones since the device's 2007 launch; it announced 1B sold in July 2016, and is estimated to have reached 2B around September 2021

Apple has now sold over 3B iPhones since the device's 2007 launch; it announced 1B sold in July 2016, and is estimated to have reached 2B around September 2021

By Chance Miller / 9to5Mac. View the full context on Techmeme.

18 years ago, rumors swirled.

Rumor: 3G iPhone Coming

Rumor: 3G iPhone Coming

According to an engineer who worked on the network/radio for the iPhone, there's a good reason Apple didn't have 3G in this iteration of the iPhone. He

When the iPhone launched, it was $499.

If you had invested $499 in AAPL 18 years ago, you would have $20,421 today. That’s enough to buy about one dozen iPhone 16 Pro Max 1TB.

✅ Final Thoughts Friday for 2025-08-01

🤖 + 💰 The big story this week isn’t 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.

Meta, Alphabet, Microsoft, and Amazon have collectively spent ~$90B on capex in their most recent quarters and are expected to spend over $344B for the year

Meta, Alphabet, Microsoft, and Amazon have collectively spent ~$90B on capex in their most recent quarters and are expected to spend over $344B for the year

From Bloomberg. View the full context on Techmeme.

🔮 Sneak Peak Saturday for 2025-08-02

The Friday news dump selection this week goes to…

A US jury finds Tesla partially liable for Autopilot's role in a fatal 2019 crash in Florida, and orders the company to pay $243M in damages

A US jury finds Tesla partially liable for Autopilot's role in a fatal 2019 crash in Florida, and orders the company to pay $243M in damages

From Washington Post. View the full context on Techmeme.

I’m 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, 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 🤓