🌶️ Hot Fudge Sunday for 2024-12-08
This week I'm sharing my journey through the Gartner conference while keeping up with market insights and hot takes!
Welcome to the latest Hot Fudge Daily. Each day of the week you get thematic value.
🌶️ Spicy Edition Sunday FREE (Hot Fudge Sunday weekly newsletter captures the best of Hot Fudge Daily and the most clicked links for the week.)
📈 Markets Monday $ (Hot Fudge Daily: What is moving markets and why does it matter for the week ahead?)
🔥 Hot Takes Tuesday $ (Hot Fudge Daily: Get fast unfiltered thoughts on news of the day with just a dash of snark.)
🤪 Wacky Wednesday $ (Hot Fudge Daily: Catch up on the wild and wooly memes from a variety of deep web #random channels.)
🔙 Throwback Thursday $ (Hot Fudge Daily: Examine recent news in a thought provoking Shot and Chaser format.)
✅ Final Thoughts Friday $ (Hot Fudge Daily: A clear eyed look back on the week that was and could have been.)
🔮 Sneak Peak Saturday $ (Hot Fudge Daily: Steady and sober unpacking of the slow news day where muted press releases and disclosure stories try to get buried before the weekend takes all the attention.)
🙏 A big thank you to our sponsors. 🙏
(Scroll to the end…)
Hot Fudge Sunday 🤔 💡 🤯 🤓 is a free weekly newsletter containing a digest of the Hot Fudge Daily paid newsletter at hot.fudge.org in a single easy to reach URL. This free weekly edition is posted every… wait for it… Sunday.
Hot Fudge Daily Digest
✈️ 🌵 🤓 This week I’ll be representing NexusTek in Las Vegas for Gartner IT Infrastructure, Operations & Cloud Strategies (IOCS) Conference. I’ll be keeping up the regular newsletter publishing pace but also attempting to capture some notes using the app across Mastodon, Bluesky, and LinkedIn. Maybe? We’ll see. If you’ll be there and want to grab coffee or some Babystacks or KoMex or similar, let me know.
Reader Survey (Click one of the links)
Thanks in advance for clicking a survey link!
Jay Cuthrell on LinkedIn: #gartner #gartnerit #iocs #itocs #gartnerio #gartneritiocs #gartneriocs…
I wonder what the hashtag will be for Gartner IT Infrastructure, Operations & Cloud Strategies (IOCS) Conference... #gartner #gartnerit #iocs #itocs…
📈 Markets Monday for 2024-12-02
As a reminder, this is an end of day snapshot…
Quick Recap
For Market Monday, I continue to look at the same key indicator that I take from a simple Yahoo Finance webpage each week. It’s how I look at things through the lens of the closing bell on Monday.
Last week…
This week…
Previously, I decided on a view from Yahoo Finance. For example, this was a view of intraday in Technology which usually gets around a dozen or so interesting companies when the market is moving and a smaller handful of companies when the market is not moving as much.
If you are using Yahoo Applied Filters for Stocks screener you can bookmark your own heat map view.
% Change in Price (Intraday):greater than 4
Region: United States
Market Cap (Intraday): Mid Cap and Large Cap and Mega Cap
Price (Intraday):greater than or equal 5
Volume:greater than 15000
Sector: Technology
Industry: Software—Infrastructure and Information Technology Services and Computer Hardware and Software—Application and Communication Equipment and Electronics & Computer Distribution and Consumer Electronics and Electronic Components and Scientific & Technical Instruments and Semiconductor Equipment & Materials and Semiconductors
🔥 Hot Takes Tuesday for 2024-12-03
Two hot takes on two stories that caught my eye on Tuesday.
💰 + 🍪 Open-source? Check. RISC-V? Check. Provocative investors? Check. The growing appetite for anything open and remotely usable for AI purposes (that isn’t NVIDIA) is real.
Techmeme: Toronto-based AI chip designer Tenstorrent raised a $700M Series D from Jeff Bezos, Samsung, and more at a ~$2.6B valuation and claims nearly $150M in contracts (Bloomberg)
From Bloomberg. View the full context on Techmeme.
💰 + 🤖 Imagine taking $700M after a pivot. Now, imagine the moment when “Google Search” and “Search Engine” will become an archaic reference from a forgotten time of Interweb lore.
Techmeme: Amsterdam-based Nebius, which rebranded itself from Russian internet giant Yandex and offers cloud services for AI, raised $700M from Nvidia, Accel, and others (Mark Bergen/Bloomberg)
By Mark Bergen / Bloomberg. View the full context on Techmeme.
🤪 Wacky Wednesday for 2024-12-05
Each Wednesday I go through dozens of Slack communities.
I then select the most interesting shared links.
This will always be a safe for work list. 🙈
The Forgotten Giant Arrows that Guide you Across America
If you're ever really lost on a road trip across America, and I'm talking really lost (let's say the battery on your smartphone just died along with that compass application you downloaded for situations just like this), perhaps you might be lucky enough to find yourself next to one of the giant 70
🔙 Throwback Thursday for 2024-12-05
In a very special Thankful Throwback Thursday, we consider the ancient times of… [checks notes] two years ago when Google launched NotebookLM.
Techmeme: Google launches NotebookLM, an “AI-first notebook” demoed at I/O 2023, available in early access since July 2023, and now powered by Gemini Pro, in the US (Abner Li/9to5Google)
By Abner Li / 9to5Google. View the full context on Techmeme.
A lot can happen at Google in two years. This is especially true in the world of AI. So, a few months ago, I even tried recent updates to Google NotebookLM. (pretty cool stuff!)
Testing Google NotebookLM in 2024
There is some great explainer style content appearing on short form video showing folks how to use the synthesized conversational RAG summarized playback of research papers using "Google Illuminate" which is the latest extension on Google NotebookLM. Reading vs.
And… it’s probably not shocking that there is some nostalgia in looking back while the Google NotebookLM team undergoes their own updates exactly two years later.
Techmeme: Three of Google's NotebookLM team members, lead Raiza Martin, a designer, and an engineer, are leaving to launch a startup focused on “a user-first AI product” (Charles Rollet/TechCrunch)
By Charles Rollet / TechCrunch. View the full context on Techmeme.
✅ Final Thoughts Friday for 2024-12-06
The tech news story that caught my eye this week was the shift from a single CPU to dual co-processors.
Techmeme: Intel says CEO Pat Gelsinger retired and left its board on December 1, and names CFO David Zinsner and Client Computing Group GM Michelle Holthaus as co-CEOs (Kyle Wiggers/TechCrunch)
By Kyle Wiggers / TechCrunch. View the full context on Techmeme.
Strained computing analogies aside, it is fair to say my hopes for Pat Gelsinger were high. While I never worked closely with Pat, I would run into him from time to time during my VCE years.
In fact, Pat even made it into my blog post / newsletter twice!
When We Was Chip Fab Focused (2022) by Jay Cuthrell
The on again off again blog of Jay Cuthrell and Fudge Factor 🤔 💡 🤯 🤓 weekly newsletter
Thinking Remotely (2020) by Jay Cuthrell
Thoughts on remote work
Yes, I need to fix my src/common/og-images.njk (again) as the Open Gragh image dates are incorrect. 🤣
🔮 Sneak Peak Saturday for 2024-12-07
By Friday, everything seems to be reaching the peak of getting news turned in before a deadline or dread-line. It sometimes seems like we reach a fever pitch in news coverage throughout the week.
Peak 🏔️ vs. Peek 👀
Then there is a trope, cliché, or bromide about slow news days and the quietly mentioned news updates sent on a Friday — to try and sneak it past wider coverage. Or, in a nutshell, peak patronizing publishing.
In that spirit, here are a few stories that you might have missed on the slow news of a Friday.
Insert Let's See Who This Really Is Meme
Techmeme: FEC filing: Elon Musk poured at least $274M into US political groups in 2024, including $238.5M for his America PAC, making him the biggest US political donor (Bill Allison/Bloomberg)
By Bill Allison / Bloomberg. View the full context on Techmeme.
Insert Ceiling Cat Meme
Techmeme: The US FCC proposes rules for carriers to submit an annual certification attesting they have a plan to protect against cyberattacks, after the Salt Typhoon hack (Reuters)
From Reuters. View the full context on Techmeme.
Insert We're All Trying To Find The Guy Who Did This Meme
Techmeme: Pat Gelsinger was dealt a bad hand by Intel's board, which gave him just three years to execute a turnaround despite challenging timing and circumstances (M.G. Siegler/Spyglass)
By M.G. Siegler / Spyglass. View the full context on Techmeme.
Insert That Wasn't Me, That Was Patricia Meme
Techmeme: An evaluation of six frontier AI models for in-context scheming when strongly nudged to pursue a goal: only OpenAI's o1 was capable of scheming in all the tests (Marius Hobbhahn/Apollo Research)
By Marius Hobbhahn / Apollo Research. View the full context on Techmeme.
Insert Anthony Adams Rubbing Hands Meme
Techmeme: Sources: trading and investment platform eToro weighs a US IPO as soon as Q2, 2025, seeking a $3.5B+ valuation; it has 38M+ registered users from 75 countries (Bloomberg)
From Bloomberg. View the full context on Techmeme.
Note: Some images via Unsplash
Disclosure
I am linking to my disclosure.
Cuthrell Consulting LLCAttn: Jay Cuthrell1903 Live Oak St #92Beaufort, NC 28516-0092
To learn about sponsorship opportunities, contact us. 🤓
This section of the newsletter is meant to fund the services stack that enables readership growth and continue free editions to be published each week.
And now, a word from our sponsors
Note: This pseudo-randomized sponsored portion of the newsletter contains referral links that may financially benefit this newsletter.
New sponsors!
NexusTek
Is your AWS environment operating at its full potential? You could get an AWS environment assessment worth $5,000 that uncovers opportunities to optimize performance, enhance security, and reduce costs. Our readers can get an AWS environment assessment for FREE! Check out NexusTek’s AWS Well-Architected Review!
GuestLab
Are you a podcaster looking for your own AI research assistant to generate personalized intros, interesting topics, and insightful questions for your guests? Check out GuestLab!
Google Workspace
If you are looking for essential tools to run your business, I use and recommend Google Workspace. Our readers can get a promotion code for 10% off per user on your first year of Google Workspace by replying to this email.
Buttondown
If you're looking for a great newsletter platform, I use and recommend Buttondown. Our readers can get $9 off your first month of Buttondown.
Linode
If you are looking for a reliable virtual private server with simple cloud billing math, I use and recommend Akamai Linode. Our readers can get a $100, 60-day credit on Akamai Linode.
⚠️ This content is not legal or financial advice. ⚠️