๐ถ๏ธ Hot Fudge Sunday for 2025-10-12
Hot Fudge Daily digest for the week of 10-06-2025 to 10-11-2025.
Last Week
- NexusTek published The Cybersecurity Awareness Month Challenge: Can Your Team Pass This Real-World Test?
- Jason Pullo published Now Showing: Front Row for Hospitality ITโs Greatest Challenges
- NexusTek published The Goldilocks Zone of Cyber Risk: Why Mid-Market Is โJust Rightโ for Hackers
- Tyler Wrightson, Author and founder of Leet Cyber Security & Pavle Majerle (Moderator) published Think Like an Attacker: Building Cyber Defenses that Last
This Week
I am planning to catch a few sessions at All Things Open 2025.
Hot Fudge Daily Digest
๐ Markets Monday for 2025-10-06
๐ค ๐ช ๐ฐ๏ธ โฟ On Monday, the market moved once again for all things AI, chips, quantum, communications, and digital currency.
| Symbol | Company Name | % Change |
|---|---|---|
| AMD | Advanced Micro Devices Inc | +19.16% |
| SANM | Sanmina Corp | +18.51% |
| IREN | IREN Ltd | +12.62% |
| PATH | UiPath Inc | +11.16% |
| RIOT | Riot Platforms Inc | +9.83% |
| ALAB | Astera Labs Inc | +9.09% |
| CLSK | CleanSpark Inc | +8.55% |
| MARA | Marathon Digital Holdings Inc | +8.51% |
| IONQ | IONQ Inc | +7.23% |
| ASTS | AST SpaceMobile Inc | +7.05% |
| BTDR | Bitdeer Technologies Group | +7.04% |
| FORM | FormFactor Inc | +6.77% |
| ASAN | Asana Inc | +6.51% |
| IRDM | Iridium Communications Inc | +6.29% |
| TWLO | Twilio Inc | +6.16% |
๐ฅ Hot Takes Tuesday for 2025-10-07
๐ฐ + ๐ค 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
๐คช 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 weโre getting older moment.
Wacky Wonderful
- Soldering
- Soliloquy
- Satisfaction
Wayback
- FLASH! (AHHHHH! AHHHH!)
- Slashdot Effect
- P2P downloadinโ
Whoa
- Amazon Basics but for movie franchises
- Anything might happen production
- Age-gap casting for GenX
๐ Throwback Thursday for 2025-10-09
Intel was in the new today.
2025
Todayโs news is Intelโs massive 700 acres Arizona fab and the 18A process for Panther Lake chips. ๐ช
2020
Five years ago, Intel was selling off memory and storage units. ๐ธ
2015
A decade ago, Intel launched Skylake architecture and some might argue this is where the โtick-tockโ reached the peak and then transformed to a countdown timer for the decade to come. โณ
2010
Fifteen years back, Intel launched itโs โNVIDIA killerโ. ๐ฌ
2005
Twenty years ago, Intel for better or for worse made โcoreโ architecture, โnumber of coresโ, and โcore countโ become a thing. ๐ฎ
โ Final Thoughts Friday for 2025-10-10
๐ + ๐ค 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 AstraZenecaโs $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 isnโt about saving pennies on lab coats; itโs 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 โopenโ life sciences movements is increasingly important as AI computation is rapidly democratized to more than the best funded and already established life sciences companies.
๐ฎ 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 thatโฆ the story comes with a punchline, just hours later, delivered by the cyber bad guys themselvesโฆ and they claim operations are โunaffected.โ
Itโs that familiar tale: law enforcement scores a point, but the game goes on. This story isnโt just about one or more domain seizures; itโs 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, weโve grown an Alumni ๐ section for those that transitioned to their next career adventure.
Alumni ๐
- Congrats Brian Booden ๐
- Congrats Sam Aiello ๐
- Congrats Nathan Clyker 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:
- Jennifer Fisher - Full-Cycle Recruiter
- Scott Place - High Performance Sales Rep
- Trevor Schulz - 20+ Years in Tech Sales | Loyal, Dedicated, and Ready to Work Today
- 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
- 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 - Datacenter, 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
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