Spicy Edition Sunday for 2024-06-23
Uncover the spicy inspiration behind this week's Fudge Sunday edition, with a balance of deep links and fresh insights.
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.)
Spicy Edition Sunday for 2024-06-23
Welcome to 🌶️ Spicy Edition Sunday!
Uncover the spicy inspiration behind this week's Fudge Sunday edition, packed with deep links and fresh insights. 🔥
As a quick reminder, longer form Fudge Sunday topics are posted weekly on at https://fudge.org/.
🌶️ Spicy Edition Sunday
🗓️ Last week, a seven ( 7 ) day roundup of Hot Fudge Daily was included in Fudge Sunday. Based on feedback, this week will be the last digest in the series and my workflow will revert to the original longer form content of Fudge Sunday.
🆕 As of this update, Hot Fudge Daily the weekly digest will be posted in 🌶️ Spicy Edition Sunday as "free" weekly content. This seems to strike a balance for different reader interests and helps me streamline my workflow as a writer.
📈 Markets Monday
Looking at the week behind for the tech market.
I typically ask Siri how NASDAQ is doing and wait to hear it if is a big change or not. Siri logic on the definition of what to say if the there is +/- < 1% seems to be varied by day of attempts. More experimentation or going deeper into how Siri makes word choices will be interesting as the new Apple WWDC stories of Siri evolve over the year.
Previously, I mentioned adding a 5 day view contrasted with a 5 year view.
I have only a context of “this seems to be going up for now”.
This week
Looking at the week ahead for the tech market.
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.
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
Just before Apple WWDC, I recorded a podcast with some predictions. I think I did okay! 🤓
Banking on Disruption: Complexity Kills Innovation on Apple Podcasts
Show Banking on Disruption, Ep Complexity Kills Innovation - Jun 13, 2024
🔥 Hot Takes Tuesday
A few things that caught my attention today in big funding and M&A moves in tech.
Funds, Funding, and M&A
Techmeme: Nvidia passes Microsoft during intraday trading to become the most valuable public company, with a ~$3.33T market cap; NVDA is up over 9x since January 2023 (Kif Leswing/CNBC)
By Kif Leswing / CNBC. View the full context on Techmeme.
📊 + ⚖️ Expect more breathless coverage of relative market cap jockeying between Apple, Microsoft, as the FAANG, MAANG, etc. swap out letters or do enough M&A with stock for the EU and US Government to determine who’s ripe for disassembly.
Techmeme: Autonomous trucking startup Waabi raised a $200M Series B led by Uber and Khosla Ventures, after an $83.5M Series A in 2021, and aims for a full launch in 2025 (Zaheer Kachwala/Reuters)
By Zaheer Kachwala / Reuters. View the full context on Techmeme.
🚚 + 🤖 Fun fact: When I lived in Las Vegas just over a decade ago, there were parts of the highway system between Nevada and Arizona that were approved for semi-autonomous trucking.
Techmeme: Cambridge, UK-based CuspAI, which is developing AI-powered tech for designing new materials, raised a $30M seed and adds Geoffrey Hinton to its advisory board (Mark Bergen/Bloomberg)
By Mark Bergen / Bloomberg. View the full context on Techmeme.
🔮 + 🤖 While I don’t use my college degree much (Materials Science and Engineering), it is fascinating to see how the quest for novel or first mover advantage in materials science is approaching A.I. alchemy status.
Techmeme: Boulder, Colorado-based Enveda, which combines AI with ancient remedies for drug discovery, raised a $55M Series B extension from investors including Microsoft (Marina Temkin/TechCrunch)
By Marina Temkin / TechCrunch. View the full context on Techmeme.
🧙 + 🤖 Same thing. Just replace alchemy with potions. But seriously, consider the fact that potential MRSA remedies date back to a time where slathering on garlic, onions, wine, and bile was probably cutting edge proper compounding at the time.
Techmeme: Maryland-based Huntress, an SMB-focused managed security platform, raised a $150M Series D led by Kleiner Perkins, Meritech, and Sapphire at a $1.5B+ valuation (James Rundle/Wall Street Journal)
By James Rundle / Wall Street Journal. View the full context on Techmeme.
🔐 + 🤑 As the appetite for Enterprise cybersecurity size M&A enjoys big bets status for the next 2-3 years, I expect higher velocity MSSP and cybersecurity related deals like this to continue in 2024.
🤪 Wacky Wednesday
One unique thing about online Slack Communities is the use of #random channel. Sometimes you come across some real gems.
Each week I go through dozens of Slack communities and select the most interesting shared links found. This will be a safe for work list.
Join me in this collection of what is being shared that is wow, wild, wtf, and wacky each Wednesday.
Samyang: Denmark recalls Korean ramen for being too spicy
The food authorities said the instant ramen contained such high capsaicin levels consumers could be poisoned.
You’ve Read Your Last Free Article, Such Is the Nature of Mortality - McSweeney’s Internet Tendency
This is your last free article. There will be no more, forever. We’re offering a $9.99 monthly subscription for our award-winning journalism. But y...
Owls — JAMES MOLLISON
Real Country Sizes Shown on Mercator Projection (Updated) - Engaging Data
This interactive map shows the real size of countries on a mercator projection map. The animation shows some countries shrinking to show their true size.
🔙 Throwback Thursday
Throwback Thursday for 2024-06-20
Throwback Thursday will likely become a format based upon Fudge Sunday Weekly newsletter sections for "Shot and Chaser". Basically, this is a look back at a prior prediction or past news coverage and how that worked out in the present.
shot-and-chaser (2024) by Jay Cuthrell
the on again off again blog of Jay Cuthrell and Fudge Sunday 🤔💡🤯🤓 weekly newsletter
Past examples of "Shot and Chaser" included embedding content from Twitter (as it was known at the time) in the form of a specific tweet. As I come across Twitter URLs in my newsletter archive, I am finding that the change in Twitter ownership, degradation of URLs (link rot), and the transition between different newsletter platforms has made much of this content difficult or, sadly, impossible to follow.
For example, if you were to look back at IPOs from 10 years ago, you’d probably recognize several companies. Considering just technology, a handful are quite notable.
Arista Networks - While it might be hard to imagine a time before Arista, the company that made Cisco “big mad”, their entry into the networking market that began as drama now offers more innovative forms of drama that continue to this day in the tech press that never miss the opportunity to call out Arista origin stories in the headlines.
Techmeme: Filing: Sun Microsystems co-founder Andy Bechtolsheim settles with the US SEC for alleged insider trading on Cisco's $2.6B offer to buy Acacia in 2019 (Austin Weinstein/Bloomberg)
By Austin Weinstein / Bloomberg. View the full context on Techmeme.
HubSpot - Your inbox probably contains multiple emails driven by HubSpot powered businesses. As HubSpot has grown to a marketing software juggernaut, reporting indicates they have recently re-attracted the attention of potential buyers along the way.
Techmeme: HubSpot shares jump 8%+ after CNBC's David Faber reported that Alphabet is in talks about an all-stock bid for the company (Jennifer Elias/CNBC)
By Jennifer Elias / CNBC. View the full context on Techmeme.
✅ Final Thoughts Friday
This week went by in a flash. I hosted an event this morning too.
Regular readers know I normally work out of The Vault in Beaufort, NC USA. While the parking is not free, the view is legit and weather was nice this morning.
In fact, I’m considering making this event a weekly occurrence. I’ve already created the event for next week.
Coffee at The Vault · Luma
Let's grab coffee and chat at The Vault
This week, I also published a full week of “Free Preview” posts for Hot Fudge Daily on Fudge Sunday.
Hot Fudge Daily Digest (2024) by Jay Cuthrell
A weekly digest of Hot Fudge Daily
Again, I’ll likely collapse fudge.org content that is exclusively newsletter content into hot.fudge.org for ONLY newsletters and reclaim fudge.org as a blogging platform. We shall see.
For Hot Fudge Daily, I changed to a $9.99 yearly subscription since Stripe taking 1/3 of $0.99 monthly revenue in the prior fee structure. 🤯🧐💸
🔮 Sneak Peak Saturday
Unveiling overlooked tech news with a sprinkle of satire.
Peak 🏔️ vs. Peek 👀
Yes, a play on words.
By Friday, everything seems to be reaching the peak of getting news turned in before a deadline or dread-line.
Why Sneak Peak?
It sometimes seems like we reach a fever pitch in news coverage throughout the week. 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: The California Public Utilities Commission rejects AT&T's request to end its landline phone obligations and urges AT&T to upgrade copper facilities to fiber (Jon Brodkin/Ars Technica)
By Jon Brodkin / Ars Technica. View the full context on Techmeme.
Insert Ceiling Cat Meme
Techmeme: In an interview, OpenAI CTO Mira Murati says “some creative jobs maybe will go away” due to AI, “but maybe they shouldn't have been there in the first place” (Kate Irwin/PCMag)
By Kate Irwin / PCMag. View the full context on Techmeme.
Insert We're All Trying To Find The Guy Who Did This Meme
Techmeme: In response to plagiarism allegations, Perplexity CEO Aravind Srinivas says the company “is not ignoring” robots.txt, but does rely on third-party web crawlers (Mark Sullivan/Fast Company)
By Mark Sullivan / Fast Company. View the full context on Techmeme.
Insert That Wasn't Me, That Was Patricia Meme
Techmeme: A look at Congress' absurd plan to ban DJI drones in the US, even as the company adds geofencing restrictions and other features to comply with FAA regulations (Jason Koebler/404 Media)
By Jason Koebler / 404 Media. View the full context on Techmeme.
Insert Anthony Adams Rubbing Hands Meme
Techmeme: OpenAI buys Rockset, an enterprise search and analytics startup that raised $105M, integrating both the tech and staff of an acquisition for the first time (Shirin Ghaffary/Bloomberg)
By Shirin Ghaffary / 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
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