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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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The Cloud is Not Flat – 2018 Edition
The 2018 geographic view of Gartner’s Cloud Infrastructure as a Service Magic Quadrant: Categories explained here. Previous installments: 2017, 2016, 2015
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Follow the CAPEX: Cloud Table Stakes 2017 Edition
In our last installment of Follow the CAPEX™ (motion picture rights are still available), we looked at the gargantuan CAPEX spending by the three hyper-scale public cloud companies: Amazon, Google, and Microsoft. That previous post compiled CAPEX spending for the cloud leaders back to 2001 and let us speculate about when they got serious about…
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The Cloud is Not Flat
I am late to updating the geographic view of Gartner’s Cloud Infrastructure as a Service Magic Quadrant. Here is the update for 2017 (see 2016, 2015): Commentary: 1\ The Seattle region (aka the Leaders quadrant) is unchanged. This supermassive region may turn into a black hole, warp the space-time continuum, and consume most of the…
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Follow the CAPEX: Cloud Table Stakes
The capital expenditures (CAPEX) going into the cloud are Sagan-esque, with billions upon billions being spent on sprawling complexes of interconnected datacenters scattered across the planet. The hyper-scale public cloud operators (Amazon Web Services, Google, Microsoft) operate BFGCs (big, uh, freakin’ global computers) at immense industrial scale, with townships of well-ventilated warehouses that collectively hold…
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The Spectacle that is Dreamforce
My condolences to anyone in the Bay Area next week as Dreamforce descends like a khaki-clad, expense account-fuelled barbarian horde upon ancient Rome. Salesforce may feel compelled this year to surpass its own superlative standards of spectacle to compensate for a mounting set of inadequacies, including slowing growth at a company (and stock) sustained by…