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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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Platformonomics TGIF #6: May 12, 2023
New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure…
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Platformonomics Repatriation Index™ – Q1 2023: Surf’s Up?
For the first time in almost three years, the datacenter denizens grew faster than AWS, resulting in a modest tick back in their favor on the closely watched Platformonomics Repatriation Index™. The PRI™ is a quick and dirty heuristic (people give me grief that it is “not a valid index” of the entire datacenter industry…
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Platformonomics TGIF #5: May 5, 2023
New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure…
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Tweetstorm Digest: The Google CAPEX Mystery
Twitter was extra flaky today (half these Tweets took minutes to appear) and threading messed up (probably my fault), so reprising here: The Information ventures into the single most exciting technology topic today: Cloud CAPEX /1 But the headline is odd: “AI Push Drives Up Capex for Meta, Alphabet and Microsoft”. Despite putting Alphabet into…
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Platformonomics TGIF #4: April 28, 2023
New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. Be sure to subscribe below and to the right to receive all my output via email.…