๐ฅ Hot Takes Tuesday for 2025-03-11
Exploring groundbreaking photonics chiplets and innovative "Tupperware" software valuations.
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Welcome to the latest Hot Fudge Daily. Each day of the week you get thematic value.
- ๐ถ๏ธ Spicy Edition Sunday FREE (Hot Fudge Sunday weekly newsletter captures the best of Hot Fudge Daily and the most clicked links for the week.)
- ๐ Markets Monday $ (Hot Fudge Daily: What is moving markets and why does it matter for the week ahead?)
- ๐ฅ Hot Takes Tuesday $ (Hot Fudge Daily: Get fast unfiltered thoughts on news of the day with just a dash of snark.)
- ๐คช Wacky Wednesday $ (Hot Fudge Daily: Catch up on the wild and wooly memes from a variety of deep web #random channels.)
- ๐ Throwback Thursday $ (Hot Fudge Daily: Examine recent news in a thought provoking Shot and Chaser format.)
- โ Final Thoughts Friday $ (Hot Fudge Daily: A clear eyed look back on the week that was and could have been.)
- ๐ฎ 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.)
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Two hot takes on two stories that caught my eye on Tuesday.
๐ + ๐ฐ 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.
๐ + ๐ฐ Trusted "Tupperware" software solutions command a $3.5B valuation.
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