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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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Follow the CAPEX: Cloud Table Stakes 2018 Edition
After recently receiving a non-ironic lecture on Twitter that CAPEX investment is the best tell for cloud competitiveness, I’m starting to think Follow the CAPEX™ is building a following. Beyond the circular wisdom of Twitter, awareness is growing of the importance of CAPEX as both a leading indicator of the ability to compete at hyper-scale…
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Missing the (Bamboo) Forest for the (Apple) Trees
Apple laid the blame for its market-mangling earnings miss on China, noting “over 100 percent of our year-over-year worldwide revenue decline occurred in Greater China.” The announcement roiled markets and unleashed the usual hurricane of evergreen opinions about Apple’s premium pricing and perceived pace of innovation, differentiation in the smartphone market, and the wisdom of…
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If I Had $34000000000
(With apologies to Barenaked Ladies and all the beleaguered IBM shareholders) If I had 34 billion dollars (If I had 34 billion dollars)Well, I’d buy you a hybrid cloud (I would buy you a hybrid cloud)And if I had 34 billion dollars (If I had 34 billion dollars)I’d buy you a container platform for your…
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Press Releases We’d Like to See: Larry Page and Mark Zuckerberg to Attend Cannes Advertising Festival
Larry Page and Mark Zuckerberg to Attend Cannes Lions 2018 International Advertising FestivalAdvertising Industry’s Most Powerful People to Attend Industry’s Biggest Event for First Time CANNES, France – June 10, 2018 – The Cannes Lions International Festival of Creativity today announced the addition of two very special guests to next week’s Festival schedule. Google co-founder…
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Follow the CAPEX: Separating the Clowns from the Clouds
In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we’ve looked at the capital expenditures behind the three hyper-scale public clouds. Now, we turn our attention to two vendors who often tell us they also belong in that group: IBM and Oracle. While I have written about their CAPEX spending before…