🌶️ Hot Fudge Sunday for 2025-10-12

Last Week

This Week

I am planning to catch a few sessions at All Things Open 2025.

Hot Fudge Daily Digest

📈 Markets Monday for 2025-10-06

🤖 🍪 🛰️ ₿ On Monday, the market moved once again for all things AI, chips, quantum, communications, and digital currency.

SymbolCompany Name% Change
AMDAdvanced Micro Devices Inc+19.16%
SANMSanmina Corp+18.51%
IRENIREN Ltd+12.62%
PATHUiPath Inc+11.16%
RIOTRiot Platforms Inc+9.83%
ALABAstera Labs Inc+9.09%
CLSKCleanSpark Inc+8.55%
MARAMarathon Digital Holdings Inc+8.51%
IONQIONQ Inc+7.23%
ASTSAST SpaceMobile Inc+7.05%
BTDRBitdeer Technologies Group+7.04%
FORMFormFactor Inc+6.77%
ASANAsana Inc+6.51%
IRDMIridium Communications Inc+6.29%
TWLOTwilio Inc+6.16%

🔥 Hot Takes Tuesday for 2025-10-07

💰 + 🤖 Funding for AI-anything companies continues.

  • FurtherAI (AI that automates insurance tasks): $25M
  • Bee Maps (decentralized AI dashcam mapping project): $32M
  • Heidi Health (AI for doctors and their admins): $65M
  • EvenUp (AI for law firms): $150M
  • xAI (AI platform): $20B

🤪 Wacky Wednesday for 2025-10-08

Trying a new format. Wacky. Wayback. Whoa.

First, a wacky wonderful video. Second, a wayback nostalgia tome. Third, a whoa we’re getting older moment.

Wacky Wonderful

DIY Phone

  • Soldering
  • Soliloquy
  • Satisfaction

Wayback

Internet History circa 2000)

  • FLASH! (AHHHHH! AHHHH!)
  • Slashdot Effect
  • P2P downloadin’

Whoa

Heat 2

  • Amazon Basics but for movie franchises
  • Anything might happen production
  • Age-gap casting for GenX

🔙 Throwback Thursday for 2025-10-09

Intel was in the new today.

2025

Today’s news is Intel’s massive 700 acres Arizona fab and the 18A process for Panther Lake chips. 🍪

2020

Five years ago, Intel was selling off memory and storage units. 💸

2015

A decade ago, Intel launched Skylake architecture and some might argue this is where the “tick-tock” reached the peak and then transformed to a countdown timer for the decade to come. ⏳

2010

Fifteen years back, Intel launched it’s “NVIDIA killer”. 😬

2005

Twenty years ago, Intel for better or for worse made “core” architecture, “number of cores”, and “core count” become a thing. 🔮

✅ Final Thoughts Friday for 2025-10-10

💊 + 🤖 The story that caught my eye this week was life sciences companies placing ever bigger bets on our new AI overlords.

The big story this week was AstraZeneca’s $555M deal to develop new drugs which signals a strategic shift from the petri dish alone to the processing core contribution as a catalyst. This isn’t about saving pennies on lab coats; it’s about compressing the multi-billion dollar, decade-long R&D cycle timeline into a high-speed computational augmented sprint.

The race (metaphor or otherwise) is on to see if the cure for what ails you is found in a molecule or an algorithm.

Of course, this shift also means that the attention to so-called “open” life sciences movements is increasingly important as AI computation is rapidly democratized to more than the best funded and already established life sciences companies.

🔮 Sneak Peak Saturday for 2025-10-11

Friday provided a classic trope from the world of cybersecurity that plays out with dependable regularity: The triumphant law enforcement takedown, immediately followed by the defiant criminal taunt.

Early Friday morning, a story broke that had all the hallmarks of a major victory for the good guys. The FBI announced it had seized the domains for BreachForums, a data leak and extortion site.

A big win, right? A decisive blow against the cyber bad guys.

Well, about that… the story comes with a punchline, just hours later, delivered by the cyber bad guys themselves… and they claim operations are “unaffected.”

It’s that familiar tale: law enforcement scores a point, but the game goes on. This story isn’t just about one or more domain seizures; it’s about the frustrating, asymmetric cyclical nature of the fight against cyber criminals, conveniently packaged for a day when fewer people are paying close attention.

#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:

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