Acquisition mania
10 days of big company shopping list activity
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Convergence across four domains
AI interviewer, VibeVoice, AWS competency, and succession planning
A new format for my newsletter
Of python, pretense, and possibilities
🌶️ Hot Fudge Sunday for 2025-12-07
Hot Fudge Daily digest for the week of 12-01-2025 to 12-06-2025.
🔮 Sneak Peak Saturday for 2025-12-06
Meta Phoenix falling behind
✅ Final Thoughts Friday for 2025-12-05
Netflix buys WBD and Meta buys Limitless
🔙 Throwback Thursday for 2025-12-04
Quantum supremacy, Let's Encrypt, and long haul in flight WiFi
🤪 Wacky Wednesday for 2025-12-03
Holiday roar, Segway stagecraft, pyrrhic poetry
🔥 Hot Takes Tuesday for 2025-12-02
Funding flows for AI, chips, and robotics
📈 Markets Monday for 2025-12-01
AI Infrastructure day for Nebius and CoreWeave
🌶️ Hot Fudge Sunday for 2025-11-30
Hot Fudge Daily digest for the week of 11-24-2025 to 11-29-2025.
My Fediverse Digest for November 2025
A monthly digest of my thoughts, links, and updates from the Fediverse for November 2025.
🔮 Sneak Peak Saturday for 2025-11-29
For want of a nail the HVAC was lost
✅ Final Thoughts Friday for 2025-11-28
Google TPU custom silicon and value chain implications
🔙 Throwback Thursday for 2025-11-27
SignalFrame, PMC-Sierra, and Sega
🤪 Wacky Wednesday for 2025-11-26
Shatner. Software. Seismometer.
🔥 Hot Takes Tuesday for 2025-11-25
Funding for AI-powered everything continues
📈 Markets Monday for 2025-11-24
Quantum computing and digital infrastructure rises
🌶️ Hot Fudge Sunday for 2025-11-23
Hot Fudge Daily digest for the week of 11-17-2025 to 11-22-2025.
🔮 Sneak Peak Saturday for 2025-11-22
Skull-crushing allegations and misanthropic misalignment