Hot Fudge Daily logo

Hot Fudge Daily

Subscribe
Archives
August 23, 2024

✅ Final Thoughts Friday for 2024-08-23

Tech events, thankfulness, and big tech stories covered in this edition.

Thank you NexusTek for sponsoring!

🙏 And a big thanks to all our sponsors! 🙏

(Scroll to the end…)

As a reminder, I’ve committed to four events for the remainder of this year.

  • AI Field Day 5 in Silicon Valley September 11-13, 2024 for Tech Field Day

  • Monktoberfest in Portland October 2-4, 2024

  • Cloud Field Day 21 in Silicon Valley October 23-25, 2024 for Tech Field Day

  • All Things Open in Raleigh October 27-29, 2024 for CLS

  • SXSW in Austin March 7 - 15, 2025

As for me, the week in review is about being thankful for new and ongoing client work, amazing weather, and catching up with folks I haven’t spoken to for years. I also got around to finishing some languishing personal projects that have nothing to do with technology.

Switching gears back to technology, the bigger tech stories this week seemed to be AMD+ZT, Twitter drama, Microsoft Recall, Apple iOS capitulation, and US DOJ vs RealPage. My thinking is this:

  • As I've said, in numerous digital locations, expect more mergers and acquisitions in pursuit of forming moats and furthering vertical integration. AMD combining with ZT makes a lot of sense when you consider the number of chips that go into hyperscale cloud service provider data centers.

  • I no longer use Twitter. However, coverage on Twitter drama is something I cannot escape apparently and boy is there drama.

  • Considering the recent security concerns with Microsoft in general, a slower rollout makes sense. If anything, this delay will likely provide a window for the required upgrades in systems and devices to keep up with the demands of a Microsoft Recall workload itself.

  • As someone that enjoys iOS beta releases, seeing the EU compel one of the most valuable companies on the planet to alter course can be a bit surreal. Ultimately, this change in course is a net benefit to all.

  • While I haven't been in the rental market recently, this allegation against RealPage is a bit of a confirmation for my prior bias. When I've considered relocating to other cities and reviewed rental pricing, anecdotally, the oddly similar patterns were hard to not notice, and perhaps the US DOJ will eventually prove this was not coincidental in a court of law.

Techmeme: AMD agrees to buy New Jersey-based ZT Systems, founded in 1994 to design and make servers, server racks, and other infrastructure, for $4.9B, closing in H1 2025 (Asa Fitch/Wall Street Journal)

By Asa Fitch / Wall Street Journal. View the full context on Techmeme.

Techmeme: PitchBook: seven banks' ~$13B loans to Musk to buy Twitter have been “hung” for two years, weighing on balance sheets, the worst buyout for banks since 2008-09 (Wall Street Journal)

From Wall Street Journal. View the full context on Techmeme.

Techmeme: Microsoft says Recall will be available to Windows Insiders in October 2024, after delaying the AI feature's launch in June over security and privacy concerns (Tom Warren/The Verge)

By Tom Warren / The Verge. View the full context on Techmeme.

Techmeme: Apple unveils iOS changes to comply with the EU's DMA: browser choice screen updates, more default app settings, and the ability to delete certain system apps (Chance Miller/9to5Mac)

By Chance Miller / 9to5Mac. View the full context on Techmeme.

Techmeme: The US DOJ sues RealPage, alleging its software helps property managers collude to drive up rental prices on millions of units, violating antitrust law (Bloomberg)

From 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


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.

NexusTek

NexusTek Secure Al Platform ensures organizations can safely unlock the productivity benefits of generative Al across any platform, while ensuring unmatched data security oversight, administration, and observability.

NexusTek Secure AI Platform

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. ⚠️

Don't miss what's next. Subscribe to Hot Fudge Daily:
Start the conversation:
Fudge Factor Hot Fudge Daily