Subscribe and Listen: https://youtu.be/kaKjgIxsl14🎙️ The I’m Back from the Road EditionWelcome to the What The Fudge podcast for June 14, 2026. This is the I’m back from the road edition.This week, the tech market landscape was completely dominated by a historic public offering, an escalating price war over AI infrastructure capacity, and a massive architectural pivot toward deeply integrated consumer and enterprise agents.📍 Field Report: The Trillion-Dollar OrbitSpaceX made its historic entry into the public markets, debuting with a staggering $1.9 trillion valuation and successfully raising $75 billion.Musk’s Moat: Offering oversubscription was 4x higher than available shares, making Musk the world’s first official paper trillionaire.The VC Windfall: VC heavyweights including Founders Fund, a16z, and Sequoia saw massive liquidity events and record-breaking returns.The Counter-Narrative: Critics are already expressing skepticism about TAM projections, orbital AI data centers, and…
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