What The Fudge for May 24, 2026: The Paradigm Shift in Compute Infrastructure
Analyzing capital for a new AI infrastructure JV and the rise of agentic orchestration at Google I/O with post-ZIRP enterprise reality.
Analyzing capital for a new AI infrastructure JV and the rise of agentic orchestration at Google I/O with post-ZIRP enterprise reality.
AI agents in the EU, Kaseya's 1 billion ticket corpus, brain-computer interfaces, and the Apple CEO transition.
Reflections from the Bay Area, the shift to Agentic AI governance, the BIPC quip, and the SpaceX move toward an AI-centric IPO.
Changing assumptions about what takes place in space
Hot Fudge Daily digest for the week of 12-01-2025 to 12-06-2025.
Quantum supremacy, Let's Encrypt, and long haul in flight WiFi
A broad rally in quantum, digital currency, semiconductors, and energy
Hot Fudge Daily digest for the week of 10-06-2025 to 10-11-2025.
AI, chips, quantum, comms, and digital currency
AI in agriculture, tech, art, science, and more
Dreaming big with $600B
Quantum Computing via the Quantinuum lens
Funding hauls for AI, electronics, and quantum -- then some tech fun
A fresh newsletter format of weekly market insights
AI and quantum computing funding continues the trend
Exploring AI's impact on law, the eternal mystery of code, and quantumania!
This week's edition highlights the #OpenToWork community
This week highlights AWS Ocelot quantum chip, echoing Microsoft Majorana quantum chip news.
This week's edition highlights top professionals #OpenToWork and stories worth following
This edition highlights exciting Majorana news and its ties to over a decade of Microsoft quantum developments.
This week, I spotlight talented professionals in my network who are #OpenToWork, sharing their LinkedIn profiles!
This week’s Market Monday focuses on key indicators from Yahoo Finance and a spicy stock recap.
This week, I'm spotlighting talented professionals who are #OpenToWork. Hire Them!
This week's Market Monday highlights my latest stock insights from Yahoo Finance's new layout.
This week, I shared insights from the Gartner Conference and spotlighted a reader #OpenToWork.
Two hot takes on investments in the $40M range!
Tech market analysis, AI funding, M&A trends, Slack community links, encryption throwbacks, and upcoming tech events.
Throwback Thursday revisits past predictions with a focus on encryption and privacy in the digital age.
A look at newsletter specialization ideation with JupyterLab
Part 1: A look at silo spreadsheet sprawl and advisable Qlik ecosystem alternatives
A look back at the MACH Alliance and the future ahead
My end of day notes from SXSW 2024 Days 4-9
My end of day notes from SXSW 2024 Days 1-3
DevEx deals a plenty
Rising interest in quantum computing