Subscribe and Listen: https://youtu.be/hvPsp3sR4Xs🎙️ The I Am One Year Older EditionWelcome to the What The Fudge podcast for May 31, 2026. This week, we are marking a personal milestone of being one year older while attempting to keep our weekly tech briefing under five minutes. Let’s see how we do as we dive into the massive economic tug-of-war in AI infrastructure, hardware supply chain crunches, and the shifting dynamics of enterprise governance.📍 Field Report: The AI Infrastructure & Economic Tug-of-WarThe overarching trend dominating the industry right now is an intensive computing arms race colliding directly with core financial realities.The Valuation Flip: Anthropic has officially surpassed OpenAI in market valuation, hitting an unprecedented $965 billion following a massive $65 billion financing round.The Compute Bottleneck: Compute power remains the primary bottleneck for every player in the ecosystem.Custom Silicon Momentum: Snowflake has committed a massive $6 billion…
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