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Platformonomics TGIF #123: April 10, 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 News Anthropic: A $3 Trillion IPO? Fractional CEO, teller of big tales, and stickler for securities law Elon Musk is floating a 100 times revenue multiple for…
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Fumbling the Future: Virtual Reality Edition?
TL;DR Facebook’s Oculus virtual reality play is far from a sure thing. Fumbling the Future is a great book that plausibly explains why Xerox merely copies and prints, despite having pioneered foundational elements of computing at PARC, including bitmapped displays, local area networking, WYSIWYG document editing, object-oriented programming and built the first GUI computers. More…
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Tweetstorm Digest: June 17, 2015
Some @charlesfitz thoughts on Fitbit right before their IPO: 1/ Fitbit IPOs tomorrow and this profitable company has a surprising number of skeptics. 2/ They have dominant market share (85%) and their brand is almost synonymous a la Kleenex/Xerox with the fitness tracker category. 3/ 2014 revenue was $745M with $337M in the first quarter…
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Top Ten Reactions to Latest IBM “Billion Dollar” Inanity
Here it is, as irresistible as a prime time car chase that ends with a celebrity stuck in a well is to CNN: Last year, it [IBM] invested nearly $1 billion to leverage the Cloud Foundry platform to develop the Bluemix platform-as-a-service as an implementation of its Open Cloud Architecture.” As a farewell (with apologies)…
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Tweetstorm Digest: May 19, 2015
Lest you missed a bit of a @charlesfitz victory lap for Cloud City (Seattle) on Twitter: 1/ A geographic look at the Gartner Magic Quadrant for Cloud is revealing: 2/ The Leader quadrant for cloud computing shall henceforth be known as the Seattle quadrant. 3/ Seattle has also annexed the best real estate in the…
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AWS and the Bonfire of Amazon’s Vanities
TL;DR – It is time for Amazon Web Services to get out of Amazon A recent interview with Amazon Web Services’ chieftain Andy Jassy repeatedly touts the “trillion dollar opportunity” associated with the inexorable transition of enterprise IT to the cloud. Perhaps because his interlocutor was so busy inserting himself into the interview, Jassy isn’t…