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March 11, 2025

๐Ÿ”ฅ Hot Takes Tuesday for 2025-03-11

Exploring groundbreaking photonics chiplets and innovative "Tupperware" software valuations.

๐Ÿ™ Big thanks to our sponsor, NexusTek! ๐Ÿ™

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Welcome to the latest Hot Fudge Daily. Each day of the week you get thematic value.

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Two hot takes on two stories that caught my eye on Tuesday.

๐ŸŒˆ + ๐Ÿ’ฐ Photonics chiplets promising 14.4Tbps are fascinating as is a $2.5B valuation.

Techmeme: Celestial AI, which aims to use light to speed up data transfer inside servers, raised $250M led by Fidelity at a $2.5B valuation, taking its funding to $515M (Jane Lanhee Lee/Bloomberg)

By Jane Lanhee Lee / Bloomberg. View the full context on Techmeme.

๐Ÿ” + ๐Ÿ’ฐ Trusted "Tupperware" software solutions command a $3.5B valuation.

Techmeme: Sources: Kirkland-based enterprise cybersecurity startup Chainguard is in talks to raise $350M led by Kleiner at a $3.5B valuation, up from $1.1B in July 2024 (Katie Roof/Bloomberg)

By Katie Roof / Bloomberg. View the full context on Techmeme.

Note: Some images via Unsplash

Disclosure

I am linking to my disclosure.

Cuthrell Consulting LLC
Attn: Jay Cuthrell
1903 Live Oak St #92
Beaufort, NC 28516-0092


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Read more:

  • ๐Ÿ”ฅ Hot Takes Tuesday for 2025-03-04

    Here's my take on the rise of vertical M&A and the new normal of AI funding.

  • ๐Ÿ”ฅ Hot Takes Tuesday for 2025-02-25

    Celebrating rural ISPs while urging big telecoms to focus on innovative strategies over lawsuits.

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