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Platformonomics TGIF #122: April 3, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I made another appearance on the Telco in 20 podcast, where we talked about hundreds of billions of HyperCAPEX spend and asked what ever happened to the…
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SaaS Sprawl and the Potential for Market Consolidation
Imagine a world of unprecedented software prosperity. Business applications are booming, as companies exhibit a seemingly bottomless appetite for new software. Application developers are awash in cash flow. Entrepreneurs are founding legions of new startups, eager to follow in their predecessors’ IPO footsteps. The playbook and go-to-market for software companies has become so well refined…
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SaaS Sprawl and the Potential for Market Consolidation
Imagine a world of unprecedented software prosperity. Business applications are booming, as companies exhibit a seemingly bottomless appetite for new software. Application developers are awash in cash flow. Entrepreneurs are founding legions of new startups, eager to follow in their predecessors’ IPO footsteps. The playbook and go-to-market for software companies has become so well refined…
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Cloud City Virtual Meetup: The Cloud Meets Open Source — A Conversation with Matt Asay (April 21, 2021)
Tuesday, April 21 — 12:00 noon Pacific Standard TimeRegister Here: https://us02web.zoom.us/webinar/register/WN_uccQjUrUStC07_adK7bGXwJoin the Meetup:https://www.cloudcitymeetup.com/ Matt is head of Open Source Strategy for AWS and a long-time advocate of open source. Join us for a conversation about the complements and conflicts between the cloud and open source. We’ll talk about the past, present and future of open…
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Living in a Glass House: The New York Times On Tech
Tl;dr: Some topics are suggested for the New York Times’ technology newsletter that are perhaps more lively and self-aware than their usual fare Despite regular skirmishing between “Silicon Valley” and the self-appointed hall monitors from the New York Times’ seemingly merged Style and Technology sections, the Times’ daily OnTech newsletter flies beneath the radar. Perhaps…
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Follow the CAPEX: Oracle FY21 Q3 Update
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Oracle announced Q3 earnings yesterday, and talked up their CAPEX spending. This post pulls together for posterity some of my Twitter reactions and provides another exciting installment of CAPEX Clown Watch. Oracle spent $1.85 billion on CAPEX over the previous twelve months (by obscuring the quarterly number, they must…