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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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Starlink, Stasis and “Capacity Shortfall”
The telcos are grumpy about SpaceX’s Starlink satellite broadband service. Through a front organization, the National Rural Broadband Association (promoted hashtag #ruraliscool and I am not making that up), they have magnanimously performed an analysis of Starlink and submitted it to the FCC. They are concerned Starlink may have a “capacity shortfall” in the year…
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Follow the CAPEX: Digital Ocean
UPDATE: Tl;dr – Digital Ocean tried to make their CAPEX numbers look bigger than they are, which we have to respect. Digital Ocean’s S-1 is out and they use the word cloud 212 times, which definitely suggests they see themselves in the cloud business. Lets see how they stack up on my favorite dimension: CAPEX.…
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Cloud City Virtual Meetup: Joe Lonsdale, cofounder of Palantir, Addepar, and 8VC (February 23)
UPDATE: THIS EVENT MOVED TO MARCH 16 Tuesday, March 16 — 12:00 noon Pacific Standard TimeRegister Here: https://us02web.zoom.us/webinar/register/WN_ZQgUsvAvRT27ONSslLv7aQJoin the Meetup:https://www.cloudcitymeetup.com/ Tuesday, February 23 — 12:00 noon Pacific Standard Time Joe Lonsdale built a career founding and funding some of the most significant, Silicon Valley-based startups of the last decade. Yet, he recently relocated his family,…
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Follow the CAPEX: Cloud Table Stakes 2020 Retrospective
It is time for our annual bulletin to CAPEX obsessives (previous updates from 2016, 2017, 2018, 2019 as well as earlier installments). The hashtag for CAPEX 2020 is “#bonkers”. The three hypercloud companies – Amazon, Google, and Microsoft – collectively spent almost $97 billion on CAPEX in 2020, up 32% from 2019’s $73.5 billion. Amazon…