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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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Follow the CAPEX: Cloud Table Stakes 2023 Retrospective
Tl;dr: Cloud CAPEX is once again both exciting and revealing! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022 plus earlier/other CAPEX musings. Capital expenditures (CAPEX) are old school. You acquire some abiding apparatus around which you build a business. It is the antithesis of the “asset light” avoidance of hard work or the financial…
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Platformonomics TGIF #38: February 2, 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. You’re all no doubt recovering from this week’s CAPEX festivities. News Follow the GPUs: Cloud CAPEX We’re wrapping up the Superbowl for CAPEX obsessives, when the hypercloud companies reveal their annual infrastructure…
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Platformonomics TGIF #37: January 26, 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. You no doubt are in final preparations for next week. I certainly am. News Private Equity in Action: Media Division Private equity relentlessly demonstrates, despite all their claims to the contrary, they…
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Platformonomics TGIF #36: January 19, 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. Things still seem a little slow early in 2024. Not sure how much of that is the Davos reality distortion black hole and how much is people (wisely) saving their energy for…
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Platformonomics TGIF #35: January 12, 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. SUBSCRIBE Slowish week. No doubt everyone is busy preparing for the release of annual CAPEX numbers in a couple weeks. News Private Equity in Action: VMware First layoffs. Then price increases. Now…