What The Fudge for August 23, 2026: AI Infrastructure, Economics, and Tokens
Analyzing AI financing, tax policy, model performance, and token routing.
Tag: WTF (24)
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WTF (24 posts)
What The Fudge for August 16, 2026: Capabilities, Strategies, and Realities
Navigating the tension between AI capabilities, new risks, open-weight models, and the economics high valuations.
What The Fudge for August 9, 2026: Infrastructure, Agents, and Realignments
Analyzing rapid expansion of global AI compute capacity, regulatory focus on autonomous systems, and strategic leadership moves.
What The Fudge for August 2, 2026: AI Expansion, Safety, and Markets
A look into AI infrastructure growth, model containment, and Q2 financial performance.
What The Fudge for July 26, 2026: Infrastructure, Intrigue, Distillation Drama, and HWaaS
Capital expenditures, model containment, distillation discussions, and the shift toward hardware leasing.
What The Fudge for July 19, 2026: Open-Source AI, Regulatory Headwinds, and Enterprise Capital
Analyzing open-source AI landscape shifts, enterprise CapEx pressures, and groundbreaking regulatory moves.
What The Fudge for July 12, 2026: On-Device AI, Memory Boom, and Big Tech Pivots
Model splits, on-device AI, HBM or Bust, and AI-related regulatory pressures for restructuring.
What The Fudge for July 05, 2026: AI Infrastructure Oops, Token Rationing, and Digital-Only Mandates
Reflections from the July 4th holiday weekend on infrastructure illusions, employee token rationing, and the fast-approaching end of physical media.
What The Fudge for June 28, 2026: Cost Crunch, IPO Chill, and Agentic Future
Hardware prices spike, AI companies delay IPOs, competition between U.S. and international labs.
What The Fudge for June 21, 2026: Semiconductor Crunches, Export Playbooks, and AI Slop
Friction at the edge, price hikes, regulatory drama, high-stakes talent moves, and autonomous system workarounds.
What The Fudge for June 14, 2026: Trillionaires in Orbit and Agentic Intersections
Breaking down the historic SpaceX IPO, the intense AI cost wars, Apple's big Siri AI reveal at WWDC, and the rising challenges in tech governance.
What The Fudge for June 07, 2026: The IPO Parade and Device-Level Agents
Discussing the massive AI IPO wave, the shift to localized Agentic AI on devices like Gemma 4, and security shifting left.
What The Fudge for May 31, 2026: The I Am One Year Older Edition
Anthropic's massive valuation, navigating Ramageddon, tokenomics rationing, and the ethics of digital employees.
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.
What The Fudge for May 17, 2026: Trillion-Dollar Valuations, Sovereign AI, and the Agentic Edge
Anthropic nears a trillion-dollar valuation, the American AI moat faces scrutiny, and small language models break out at the edge.
What The Fudge for May 10, 2026: Material Science, Policy as Code, and Quiet Supersonics
Exploring the shift from copper to optics, the rise of agentic infrastructure automation, and NASA's quiet supersonic milestone.
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.
What The Fudge for April 26, 2026: Waymos on the 101, Scaling the BIPC, and the SpaceX IPO Pivot
Reflections from the Bay Area, the shift to Agentic AI governance, the BIPC quip, and the SpaceX move toward an AI-centric IPO.
What The Fudge for April 19, 2026: Sovereignty, Qlik Connect, and Orbital Intelligence
Reflections from Qlik Connect, the rise of sovereign AI units, and the future of data products from the edge to orbit.
What The Fudge for April 12, 2026: The Two-Day Late Edition
AI Sprawl, Agentic execution, and the state of hardcoded secrets
What The Fudge for April 5, 2026: AI Independence, Space Data Centers, & Outlook on the Moon
From Microsoft's AI self-sufficiency and the Gemma 4 model, to AWS data centers going offline, and Artemis 2 astronauts troubleshooting Outlook in space
What The Fudge for March 29, 2026: All Things AI, Digital Employees, and Solar Bricks
Notes from Raleigh-Durham, Security, Agentic AI, and storing solar energy
What The Fudge for March 22, 2026: The Edge of Intelligence
Discussing AI agents, context engineering, and the convergence of robotics and local compute
What The Fudge for March 15, 2026: WTF Begins
And we're live... sort of
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