Thanks again for sticking with new formats and redirects. 🤓

Last week

I enjoyed Tuesday's Triangle Biotech but couldn’t make it back for First Friday's Founded.

This week

I continue to streamline my process and believe I am getting closer to the level of automation I want from past POSSE inspiration with workflow ideas.

Hot Fudge Daily Digest

📈 Markets Monday for 2025-07-07

It’s much less spicy this week.

Last week

Mergers and Quantumania!

This Week

Source: https://finance.yahoo.com/research-hub/screener/9bda6c7b-fe9e-41ca-9da9-e281a4a9889a

🔥 Hot Takes Tuesday for 2025-07-08

💰 + 🤖 Funding for AI-anything companies continues.

• AirGarage (AI parking data analysis): $23M
• Arago (photonic AI chip development): $26M
• SiPearl (ARM-based AI chip): $152M
• Xpanceo (AI powered contact lenses): $250M
• Mistral AI (AI model development): $1B

🤪 Wacky Wednesday for 2025-07-09

The most interesting shared link in Slack communities:

(safe for work link)

🔙 Throwback Thursday for 2025-07-10

One theme that caught my eye this week: Power

Techmeme: Electricity bills are projected to rise 20%+ in parts of PJM Interconnection's 13-state territory as the largest US power grid is under strain from data centers (Laila Kearney/Reuters)

By Laila Kearney / Reuters. View the full context on Techmeme.

https://www.techmeme.com/250710/p7#a250710p7

Power truly matters when it is taken away from data centers… suddenly.

🔙 Throwback Thursday for 2025-05-08

Exploring evolution in power outages and impact on data center resilience.

I’ve been tracking data center use of SMR power for a while now.

✅ Final Thoughts Friday for 2024-10-18

A week of Google and Amazon moves in nuclear power from small modular reactors.

Then there is the larger nuclear power options for data centers.

✅ Final Thoughts Friday for 2024-09-20

Wrapping up AI Field Day 5 notes while exploring energy solutions for data centers.

But the dream of a carbon free future lives on… via unlisted YouTube videos?

And the power hungry nature of data centers is not new.

🔙 Throwback Thursday for 2024-08-29

Data center energy crisis has always been looming, exacerbated by modern hyperscale demands and A.I. advancements.

✅ Final Thoughts Friday for 2025-07-11

🦜🔗 + 💰 The big tech story for the week was LangChain.

Techmeme: Sources: LangChain, which helps developers use off-the-shelf AI models to create new apps, raised $100M led by IVP at a $1.1B valuation (Rashi Shrivastava/Forbes)

By Rashi Shrivastava / Forbes. View the full context on Techmeme.

What’s that you say?

Did you know Austin LangChain Meetup has +1.3k members? 🤯

Did you know /r/LangChain has +66k members? 🤯

🦜🔗 Yep. Zero to thriving community in < 1000 days. 🤯

🔮 Sneak Peak Saturday for 2025-07-12

I’ve selected a Friday news dump item that reached a peak level of trope, cliché, or bromide on the slowest news day that may be attempting to avoid wider coverage.

Techmeme: Recording: Intel's new CEO Lip-Bu Tan told staff that Intel is “not in the top 10 semiconductor companies” and it is “too late” to catch Nvidia in AI training (Mike Rogoway/Oregonian)

By Mike Rogoway / Oregonian. View the full context on Techmeme.

Top 10 what? Intel isn’t in the Top 10 by what measurement?

So, everyone loves a stack ranking or Top 10 list. But, the question is what Top number would Intel be now and by what measure?

So, perhaps, this is more about a CEO with compensation tied to stock price.

Intel's new CEO gets pay package valued at about $69 million | Fortune

Separately, Tan agreed to buy $25 million in Intel shares in the first 30 days of taking the job.

Surely, this isn’t about Top 10 by revenue. Even with declining revenue (~$50B), Intel has revenue that would easily keep it in a Top 10 list.

Of course, stock price performance is a brutal comparison over 5 years. Also, the “too late” quip about NVIDIA makes more sense in this stock price performance view.

So, let’s look at Intel’s Market Cap performance… and…

If Market Cap is the only measurement, then Intel is well outside of the Top 10 list of semiconductor companies. If the downward trend continues, Intel will be at risk of staying in the Top 20 list of semiconductor companies.

Of course, even with this Friday news coverage there is something to be said for rewinding back in the week. What else was communicated in the news cycle?

Indeed, other news this week was the continuation of layoffs at Intel. Also, expect to see more actions like selling off parts of the Intel business that are not considered part of the core or outside of the restructuring lines.

Techmeme: Intel spins out RealSense, its AI robotics and biometric venture, and RealSense raised a $50M Series A from MediaTek Innovation Fund, Intel Capital, and others (Samantha Subin/CNBC)

By Samantha Subin / CNBC. View the full context on Techmeme.

Intel layoffs 2025: Thousands of jobs cut as chipmaker begins restructuring - oregonlive.com

Intel’s layoffs appear similar in scale to last year’s cuts and will have a profound effect on Oregon’s economy.

While 5 days isn’t the same as 5 years… news travels fast.

#OpenToWork Weekly

I participated in a #NeverSearchAlone #JSC after rebooting Cuthrell Consulting and joining NexusTek.

I added those #OpenToWork from my LinkedIn network to this newsletter. Over time, we've grown an Alumni 🎉 section for those that transitioned to their next career adventure.

Alumni 🎉

• Congrats Tamera Rousseau King 🎉
• Congrats Thomas Chatham 🎉
• Congrats Dan Kelleher 🎉
• Congrats Jarrod Weise 🎉
• Congrats Karl Edwards 🎉
• Congrats Paul Lysko 🎉
• Congrats Bob Lima, PMP 🎉
• Congrats Rich Green 🎉
• Congrats Sheri Gearhart 🎉
• Congrats Shianna Maxwell 🎉
• Congrats Richard Arnesen! 🎉

Those in my network that are #OpenToWork:

• Trevor Schulz - 20+ Years in Tech Sales | Loyal, Dedicated, and Ready to Work Today
• Brian Booden - Ranked #1 in the UK for Qlik and DataViz Content
• Elizabeth Quintanilla - Fractional CMO, Digital Marketing Consultant & Coach, Marketing Gunslinger
• Kelly Britt - Experienced Talent Acquisition Specialist
• Barbara Hadley, EdM, SPHR - Strategic HR Leader | Employee Engagement Expert
• Andrew Webber - Proven Leader | Consumer Product Innovation & Scaling
• Lida Tohidi - Award-Winning Product & Marketing Leader | Startup Advisor
• Nathan Clyker - Strategic Sales & Business Development | IT Solutions Expert
• Gina (Gina Minks) Rosenthal - Global Product Marketing Manager | Technical Content Strategist
• Janel Van Beek - Business Strategist & Master Coach | Leadership & Change Expert
• Greg Phillips - Cloud Platform & Strategic Marketing Leader
• Ricardo Perez - Virtualization Architect | PowerFlex & VxRail Specialist
• Mike Berteletti, CISSP - Experienced IT Professional | Infrastructure & Security
• Chris Mojica - Technical Sales & Solutions Architect
• Matthew Leib - Data Center, Cloud & Storage Architect | Technical Writer & Analyst
• Michael Joffe - Global Technology Leader | P&L Management | SaaS & OEM
• Colleen Coll - Event Technology & Digital Media Specialist | Live Reporting
• Sam Aiello, Ph.D. - Cybersecurity & Technology Strategist | Pre-Sales Leadership