Subscribe and Listen: https://youtu.be/UO4d73kd230🎙️ The “I Took a Few Days Off” EditionWelcome to What the Fudge for June 7th, 2026. It’s the “I took a few days off” edition. This time around, we have several big themes to cover: gigantic IPOs, adoption of Agentic AI, edge-ready Sovereign AI, and the push left for security concerns.We are seeing a huge capitalization event coming to the public markets, paired with a major shift from massive, capital-intensive AI projects toward AI moving discretely to devices closer to where the data is actually created with a combination of ethical and security concerns. Oh my.📈 The IPO Parade & Market CapitalizationThe public markets are bracing for a massive influx of new tech initial public offerings.The Big Three: SpaceX is going to IPO. Anthropic is going to IPO. OpenAI is going to IPO.Trillions in Value: When these companies go public, we are looking at trillions in new market value being created out of this series of IPOs.The Index Lag: There…
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