Jay Cuthrell WTF

What The Fudge for May 3, 2026: Agentic Intelligence and Super Learners

AI agents in the EU, Kaseya's 1 billion ticket corpus, brain-computer interfaces, and the Apple CEO transition.

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🎙️ The Evolution/Revolution

Welcome to What the Fudge for May 3rd, 2026. This week, I’m looking at a couple of different threads around all things AI, but how that ties into spanning your current business into utilizing or taking advantage of AI, health innovations, and some of the shifts taking place in the companies that you see in the news.

🤖 The AI Agent: Beyond the LLM

There is a kind of evolution/revolution story you’ll see in the blogosphere or newsletters regarding the “AI agent.” One trend that sticks out is that massive funding isn’t just taking place in the United States.

  • Ineffable Intelligence: This startup has amassed well over a billion in a seed round.
  • The EU Advantage: What’s really interesting is that this funding is actually in the EU, not the United States.
  • Counter-Thesis: They are taking a counter-thesis that it’s not necessarily a large language model that’s going to be the really big breakout.
  • Super Learner Models: Their approach focuses on taking experience through simulation and reinforcement as opposed to just making ever-larger LLMs.

🛠️ The Managed Intelligence Provider (MIP)

I work for NexusTek, which is an MSP and an MSSP. We are currently on the path to becoming a MIP (Managed Intelligence Provider).

  • Kaseya’s Agentic AI: Kaseya is making the case that agentic AI will be delivered as an integrated experience, not a bolt-on experience.
  • Training Corpus: They’ve effectively taken well over a billion helpdesk tickets—representing millions of endpoints—as a training corpus.
  • Incumbents vs. New Entries: It isn’t necessarily about the incumbents; it will be about the most recent entries into the market and seeing how those legacy-free players challenge the incumbency of existing tools.

🛡️ Rage Bait and Backups

A current social media thread suggests an Anthropic Claude code agent “deleted a production database.”

  • Content Farming: I don’t know if this is true; it could be content farming or rage bait, but the more salacious the story, the more clicks it receives.
  • The Definition of a Backup: The whole thing brings up the concern of: “You did have a backup, right?” We need to agree on what a backup is and not just hand an agent the only copy of data you have.

🧠 Health Innovation: The “Squid” Helmet

AI stories are carrying over into the world of life sciences and healthcare.

  • Motif Neurotech: They have received FDA approval for clinical trials involving a computer-brain interface or wireless brain implant.
  • Non-Invasive Approach: This device sits above the brain tissue as opposed to being inserted into it.
  • SQUID Technology: Think of it as a “squid” helmet—an array of superconducting quantum interference devices—to involve itself with your brain activity.

🚀 Space: X-59 and the High Ground

NASA’s X-59 experimental aircraft story is ongoing, potentially ushering in a new age of quiet supersonic flight.

  • NASA is Viable: Be careful what you read; NASA is absolutely still viable and has not been shut down.
  • Jet Propulsion Lab: New thruster technologies for potential Moon and Mars missions are part of the JPL side of NASA.
  • Space Value Chain: You can track many of these companies at svc.fudge.org.

 The Apple Transition: John Ternus

The era of Tim Cook as CEO is shifting.

  • The Successor: John Ternus is set to replace Tim Cook as CEO of Apple.
  • Spyglass Coverage: I recommend going to spyglass.org to check out MG Siegler’s coverage of the transition.
  • Movie Analogy: MG makes an interesting movie analogy regarding the “Ternus era” that is well worth reading.

That’s a wrap for the What the Fudge Digest for May 3rd, 2026. Thanks for listening.

Interesting Coverage for the Week

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