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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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Things I Still Don’t Understand: Pricey Metaverse Real Estate
Last year I expressed (in uncharacteristically understated fashion) my inability to understand why people were paying up for metaverse real estate. The real-world dynamics crystalized in mantras like “location, location, location” and “they’re not making more of it” simply don’t apply to virtual real estate. But that hasn’t stopped promoters from using the hammer of…
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Supercloudifragilisticexpialidocious IV: Please Just Stop
Tl;dr – The “so-called supercloud” still isn’t After taking a few well-deserved months to regroup and potentially formulate a cogent definition, the “supercloud” squad is back, declaring (yet again) “supercloud is becoming a thing”. While that evidently was not enough time to resolve whether “supercloud” takes a definite or indefinite article, the update musters the…
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Follow the CAPEX: Keeping Up With The Clowns
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Tl;dr: IBM is the Generalissimo Francisco Franco of cloud: still dead. Like the beleaguered consumer in these inflationary times, Oracle is spending more while falling ever further behind. A Trump Cloud? The opposite of a cloud is a clown. We know this because CAPEX doesn’t lie. Let’s pay another…
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Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021,…
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The Great Startup Reset: Why Founders Should Prepare for Lower Valuations
This post was originally published on GeekWire on January 28, 2022 The S&P 500 is down more than 10% since the beginning of the year, putting it into “correction” territory. The NASDAQ is down almost 15%, but the carnage among growth technology stocks is concealed by the relative outperformance of the trillion-dollar “Big Tech” behemoths.…