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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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Small Blue and the Bonsai Datacenter
Via Flickr IBM today announced new datacenter investment plans to bolster its cloud computing presence. They’re going to spend $1.2 billion to build 15 new datacenters (seen above, lower shelf). After some consultation with the Twitterati on matters of long division, it appears IBM is going to spend a whopping $80 million per datacenter.…
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Chump Change
Payments companies are hot. Square has a $3.25 billion valuation. Braintree just sold to PayPal for $800 million and Stripe is probably worth even more. The venerable PayPal was 40% of eBay’s revenues last year and remains its growth engine. Square is supposedly on a trajectory to process about $15 billion in transactions this year…
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A Dispatch from Cloud City
A few end of the year observations from Cloud City (aka Seattle): Image via TK769 Cloud Infrastructure AWS remains a beast. Yet a chink in their armor is emerging… Azure has become the clear challenger to AWS. The much maligned Mr. Ballmer is not getting credit for Microsoft’s embrace and execution on cloud. Unlike most…
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Microsoft Decisions: What and Who
via Flickr Bloomberg has a piece today in which multiple off the record representatives of the Stephen Elop campaign share their candidate’s vision for the future of Microsoft. In a nutshell: more Office and axe Bing and Xbox. This is a hearty endorsement for what has become the conventional wisdom, on Wall Street and…
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Dinosaur Down: IBM’s Q3 Earnings
The earnings release speaks for itself (love that typeface – they must still do press releases on a Selectric typewriter in the IBM museum), but a few comments: A billion dollar (as in $1,000,000,000) miss on the top line. Everything in varying levels of freefall, led by the swan dive of the hardware business (Power…