TGIF
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Platformonomics TGIF #47: April 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. Clown Week is here! 🤡🤡🤡 News Follow the CAPEX: The Clown Car Race Checkered Flag As the Clown Week cornerstone, we call a winner in the CAPEX Clown Car Race: (Oracle left,…
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Platformonomics TGIF #46: April 5, 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. The clown culture of over-promising and under-delivering has rubbed off, but (CAPEX) Clown Week is still coming! The artwork is fabulous. I did a return appearance on the TelcoDR podcast to talk…
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Platformonomics TGIF #45: March 29, 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. The last two weeks have been eventful, so we have a lot to cover after my absence. Buckle up! News Amazon CAPEX Plans Bloomberg looks at cloud CAPEX and the accompanying “mad…