Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads.
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Follow the CAPEX: Triangulating NVIDIA
I wrote a post about what we can learn from the intersection of NVIDIA’s revenue and hypercloud CAPEX spending.
Google Goes Off the Guardrails
Generative AI is augmented reality, created by holding a mirror up to humanity, and then “guardrailing” that reality into something altogether different (and idealized).
Google has made Elon’s case in a way that Elon himself never could (and is still unlikely to execute on successfully).
And yet another sign Google isn’t anywhere near a wartime footing. Pay-per-view of this debacle’s postmortem would be huge.
The Tiananmen Square filter is particularly bizarre given Google has less exposure to West Taiwan than most Big Tech companies.
Does the New York Times Editorial Page Ever Talk to the Business Side of the House?
New York Times slogan: “All the Hypocrisy About Tech That’s Fit to Print!”
Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: DC Lobbyists Part II
Shaming Westerners who brazenly advance West Taiwan’s aims may work. So the shaming will continue.
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Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: DC Lobbyists, Elon/Twitter, The Hugo Awards, Harvard University, Wall Street, Apple
Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: NBA
Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Warner Bros. Discovery
A sanitized Xinjiang travelogue no less.
Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Germany
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Collapsing Economic Models: German Edition, EU Rethinking Its Stance on Mercantilism, German Auto Industry Reaches Hail Mary Stage, How Do You Say “Burning Platform” in German?, Volkswagen’s Death Throes Continue, The Fate of the European Economy: Automotive Edition, Europe: Investing in Slave Labor