Platformonomics TGIF #17: August 3, 2023


New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor.  The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure to subscribe below and to the right to receive all my output via email.

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Amazon Pioneers LLM-less Generative AI

After popularizing serverless computing, Amazon is now pushing the idea of doing Generative AI without an LLM. So much talk, still no Amazon LLM.

Previous: A PR Campaign About Nothing: AWS and Generative AI, Day Two of Amazon’s PR Campaign About Nothing, Amazon’s Relentless PR Campaign About Nothing

Q2 Cloud CAPEX: Now with Amazon

Huge drop in Amazon CAPEX (this is company level, not AWS, which they only report annually). Microsoft almost spending as much as Amazon all up (retail, AWS and whatever other projects Jassy has not yet discovered/shut down) is a milestone.

Previous: The Google CAPEX Mystery, Follow the CAPEX: Cloud Table Stakes 2022 Retrospective, Follow the CAPEX: Keeping Up With The Clowns

New Relic Falls into Private Equity’s Clutches After All

When private equity comes amalgamatin’, it is time to start migratin’. Both New Relic and Sumo customers are on notice. Prices will go up, development will slow and a reminder private equity often treats security as an unnecessary extravagance.

Previous: Perfidious Private Equity, New Relic to Become a New (Private Equity) Relic, New Relic Gets Stay of Execution (from Private Equity)

Cloud Repatriation: Still Not a Thing

After a blip of an uptick towards the colo companies last quarter, and despite the epic 37Servers (and that may be generous) repatriation, the trend is still overwhelmingly towards the cloud.

Previous: Platformonomics Repatriation Index™ – Q1 2023: Surf’s Up?, The Inexorable Attraction Between Terrible Things: Cloud Repatriation and Private Equity

Lumen Rebrand Looms

Like a snake shedding its skin, Lumen periodically rebrands (AT&T -> US West -> Qwest -> CenturyTel -> CenturyLink -> Lumen Technologies). Rebranding is easier than fixing the business. Amazingly, this is the part of the company they kept after jettisoning the local phone business to private equity.

Previous: Stasis as a Service

Please Explain Again Why Ethereum is Not a Security

Previous: The Crypto Crackdown: Just Late and/or Ass-Covering?, Profiles in Cowardice: SEC Edition

2 responses

  1. Collin Sullivan Avatar

    After seeing AWS earnings today it almost seems like they hit the sweet spot perfectly in reduction in Capex.

  2. ‘@Collin – definitely looks that way. They don’t break out AWS vs. retail capex in quarterly reports (only annual), but their guidance is AWS CAPEX up, retail continuing to decline, and overall number continuing to decline (down double digits for 2023). So looks like a big haircut on retail spend. They’re touting “regionalization” of the fulfillment network which maybe is just software. Hard to tell.

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