๐ถ๏ธ Hot Fudge Sunday for 2025-08-24
Microsoft licensing changes, dining tech, markets, AI, history, and more
๐ Full archives available at https://fudge.org
Thank you NexusTek for sponsoring!
๐ And a big thanks to all our sponsors! ๐
(Scroll to the endโฆ)
Last week
I was fortunate to contribute a few comments for NexusTek, in an article on CNBC regarding recent Microsoft licensing changes. We also published more details on NexusTek Insights.
Microsoft's Licensing Evolution and What it Means for Customers
Microsoft's 2025 licensing changes shift from volume-based to value-based pricing, prompting enterprises to focus on strategic technology planning and business outcomes.
Also, Jason Pullo of ESP, a NexusTek company shared his thoughts on how technology is making dining experiences smarter than ever before.
Eat. Tech. Repeat: Why Smart Restaurants Run on Smart Systems
Discover how modern restaurants are leveraging integrated, AI-powered, and cloud-based systems to improve efficiency, enhance guest experiences, reduce staff burnout, and ensure secure, scalable growth with NexusTek ESP.
Finally, Jason Thatcher of NexusTek joined NexusTek Winners Circle to share perspectives on why managed detection and response (MDR) gives back time to busy security teams.
MDR That Gives Your Security Team Its Time Back
Too many managed detection and response (MDR) providers hand you the alert and leave you to deal with itโno matter the hour. In Episode 6 of Winners Circle, NexusTek Senior Director of Cybersecurity Jason Thatcher shares why his goal is simple: give security teams the confidence to sleep through the night, even when threats hit at 2 a.m. on Sunday. From isolating compromised systems and applying patches to cutting false positives and containing AI-speed attacks, Jason explains how MDR must m...
This week
No travel! I'm looking forward to refinements on automation.
Hot Fudge Daily Digest
๐ Markets Monday for 2025-08-18
Another week of iteration on my screener shows progress.
Of course. Here is the enriched markdown table with clickable Google Finance links for each symbol.
| Symbol | Company Name | % Change |
|---|---|---|
| APLD | Applied Digital Corp | 13.77% |
| DUOL | Duolingo Inc | 11.45% |
| RIOT | Riot Platforms Inc | 8.04% |
| BTDR | Bitdeer Technologies Group | 6.75% |
| LQDA | Liquidia Corp | 6.39% |
| TEM | Tempus AI Inc | 5.95% |
| TTD | Trade Desk Inc | 5.15% |
| UUUU | Energy Fuels Inc | 5.14% |
Comparison...

๐ฅ Hot Takes Tuesday for 2025-08-19
๐ฐ + ๐ค Funding for AI-anything companies continues
- Firecrawl (open-source web crawler): $14.5M
- Keychain (AI manufacturing management): $30M
- Pylon (AI customer service automation): $31M
- Functionize (AI software testing): $41M
- Eight Sleep (AI-powered mattress cover): $100M
๐คช Wacky Wednesday for 2025-08-20
And the random video of the week goes to...
๐ Throwback Thursday for 2025-08-21
A look back at a decade of Apple App Store vs. Epic Games
2025
Techmeme: Y Combinator filed an amicus brief in support of Epic Games in their antitrust lawsuit against Apple, calling App Store fees โa punitive tax on innovationโ (Marcus Mendes/9to5Mac)
By Marcus Mendes / 9to5Mac. View the full context on Techmeme.
2020
Techmeme: In a legal filing, Apple accuses Epic Games of anticompetitive behavior, producing three emails from Tim Sweeney to show that Epic asked for a special deal (Kif Leswing/CNBC)
By Kif Leswing / CNBC. View the full context on Techmeme.
2015
Techmeme: Apple has removed Epic Games' Fortnite from the App Store after the developer implemented its own in-app payment system, bypassing Apple's standard 30% fee (Nick Statt/The Verge)
By Nick Statt / The Verge. View the full context on Techmeme.
โ Final Thoughts Friday for 2025-08-22
The biggest story of the week is Intel and the U.S. government.
Techmeme: The US government takes a 10% stake in Intel; Howard Lutnick said earlier the US won't be on the board or play a role in Intel's governance; INTC closes up 5%+ (Wall Street Journal)
From Wall Street Journal. View the full context on Techmeme.
The second biggest story is the market reaction.

๐ฎ Sneak Peak Saturday for 2025-08-23
In case you missed this one in the Friday news dump:
Techmeme: Bluesky blocks access to its service in Mississippi, saying it doesn't have the resources to comply with the state's broad new law requiring age verification (Sarah Perez/TechCrunch)
By Sarah Perez / TechCrunch. View the full context on Techmeme.
Balkanization of Internet has been a recurring dystopian theme since at least as far back as the 1990s. A "403 Forbidden" due to political power is still possible in the United States even in the year 205.
Splinternet - Wikipedia
#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 ๐ section for those that transitioned to their next career adventure.
Alumni ๐
- Congrats Kelly Britt ๐
- Congrats Tamera Rousseau King ๐
- Congrats Thomas Chatham ๐
- Congrats Dan Kelleher ๐
- Congrats Jarrod Weise ๐
- Congrats Karl Edwards ๐
- Congrats Paul Lysko ๐
- Congrats Bob Lima, PMP ๐
- Congrats Rich Green ๐
- Congrats Sheri Gearhart ๐
- Congrats Shianna Maxwell ๐
- Congrats Richard Arnesen! ๐
Those in my network that are #OpenToWork:
- Scott Place - High Performance Sales Rep
- 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
- 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
