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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 #64: September 13, 2024
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 Friday the 13th edition! News Oracle’s Data Center Difficulties: FY25 Q1 Database vampire and cloud laggard Oracle reported earnings for Q1 this week. Wall Street likes the…
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Platformonomics TGIF #63: September 6, 2024
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 Oracle’s Data Center Difficulties Most glorious company in universe report earnings next week. After missing their own (minuscule) CAPEX guidance last year, can database vampire and…
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Platformonomics TGIF #62: August 30, 2024
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 And we’re back! News NVIDIA Q2 Earnings NVIDIA’s definition of a “cloud service provider” remains fuzzy (I think they include their boutique GPU cloud buddies), but those…
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Platformonomics TGIF #61: August 16, 2024
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’m forced to choose between Elon and the EU! Fortunately this case is an easy decision. It is a coin flip whether we have an installment next…
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Platformonomics TGIF #60: August 9, 2024
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 We’re back! Due to clement weather, service for the rest of the summer may be sporadic. News Q2 CAPEX Scorecard Summary: Previous: Q1 CAPEX Summary Scorecard (Final),…