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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A CAPEX Obsessive’s Work is Never Done
Google: Still Not Code Red?
We (yet) again ask if Google fully appreciates its predicament. They did manage to get an anodyne and perfunctory email out a few days after the guardrails self-immolation.
The search for Sundar’s successor has moved to the alumni network. But here’s my neologism for the breakup option discussion:
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EU Insanity: Mistral Edition
I tried to summarize all the crazy assumptions, inconsistencies and hypocrisy around EU responses to Mistral partnering with Microsoft, but just couldn’t. The EU poses an immense cognitive and rhetorical challenge. I have entire posts on the shelf because it is so hard to write prose that is commensurate with the sheer level of insanity from the EU.
EU Insanity: Performative Regulation has Consequences
New Cloud Repatriation Hypothesis
What if cloud repatriation really is happening, but is serverless? 🤯🤯🤯
Private Equity in Action: VMware Yet Again
You mark up my portfolio, I’ll mark up yours…
Everything is Super
Another day, another definition from the “supercloud” svengalis. At this precise moment “supercloud” is currently defined as an “editorial event“, while throwing “superchips” and “superapps” onto the pyre as they finally start to discover that AI is the actual thing.
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A Call for the Corporate Death Penalty
If Arthur Anderson got the corporate death penalty for its role in the Enron fraud, the death penalty must be in consideration for serial malignancy McKinsey (opioids crisis, insider trading, also Enron, other autocracies, hybrid cloud, et al).
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Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: DC Lobbyists Part III
Shaming Westerners who brazenly advance West Taiwan’s aims is working. So the shaming will continue.
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Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: DC Lobbyists Part II, NBA, Warner Bros. Discovery, Germany, DC Lobbyists, Elon/Twitter, The Hugo Awards, Harvard University, Wall Street, Apple
Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Hollywood
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Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: DC Lobbyists Part II, NBA, Warner Bros. Discovery, Germany, DC Lobbyists, Elon/Twitter, The Hugo Awards, Harvard University, Wall Street, Apple
Related:
Band in China (South Park)
