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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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Pandemic CAPEX — Q3 2020 Update
tl:dr Not much excitement this quarter Q3 cloud CAPEX numbers are in (Q2 was tracked on Twitter): Amazon corporate CAPEX (which includes purchases of property and equipment, as well as property and equipment acquired under finance leases and build-to-suit leases, but not operating leases; AWS is very likely a minority fraction of this total) continued…
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The Cloud City Meetup Goes Virtual
I have not mentioned the Cloud City Meetup on the blog before, because it was an in-person series of events in Seattle (and hopefully will be again). But amid these extraordinary/unprecedented/infectious/portentous/etc. times, we’re overdue to go virtual and open up to a worldwide audience. Cloud City is Seattle’s nickname, owning both to the weather and…
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IBM’s “Cloud” Business (or Lack Thereof)
TL;DR: IBM’s “cloud” should always have quotation marks around it. Once again, I have been triggered by IBM claims to be a leader in cloud computing. IBM says it is jettisoning its single biggest business – Managed Infrastructure Services – to “accelerate its hybrid cloud growth strategy”. Managed Infrastructure Services are the core of the…
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Press Releases We’d Like to See: Daryl Morey, Trey Parker and Matt Stone Awarded the 2020 Nobel Peace Prize
OSLO, Norway – October 9, 2020 – The Norwegian Nobel Committee has decided to award the Nobel Peace Prize for 2020 to Daryl Morey, Trey Parker and Matt Stone for their efforts to draw attention to the global reach of Chinese censorship. The awardees have highlighted the extent of China’s manipulation and suppression of free speech…
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Hey Loser!
No, this post is not about IBM (those posts are here). Rather it is a probably ill-advised foray into the political, which usually involves too much ranting even for me. However, I have a practical suggestion for an uncertain nation grappling with how to deal with the giant pile of shattered political norms on its…