Platformonomics TGIF is a weekly roll-up of links, commentary, updates and occasional snark. The goal is quicker posts that complement my less frequent bigger essays and allow more timely pulling of my favorite threads. A lot of what once would have gone to Twitter now shows up in the newsletter.
Newsletter
-
Platformonomics TGIF #32: December 1, 2023
Welcome to the New and Improved Platformonomics. Subscribe to get this weekly newsletter and other posts delivered via email. The OpenAI Soap Opera Good thing I was off last week and didn’t add to all the effervescent interim takes on this saga. What a clown show. My guess is season 2 of everyone’s favorite new…
-
Platformonomics TGIF #31: November 17, 2023
Welcome to the New and Improved Platformonomics. Subscribe to get this weekly newsletter and other posts delivered via email. No issue next week due to an anticipated food coma. GPUs are CAPEX; CAPEX is Increasingly GPUs John Luttig has an excellent piece entitled “NVIVIA Envy” examining GPU supply and demand today and into the future.…
-
Platformonomics TGIF #30: November 10, 2023
Subscribe now before Elon colocates Starship test launches with Twitter. Scuttling Titan(ic), Scaling Olympus? The Amazon Generative AI soap opera just never ends (and, credit to them, they have acknowledged, more than once, it is a long distance race they have barely started). Anthropic won’t commit to a monogamous relationship with Amazon. Titan is looking…
-
Platformonomics TGIF #29: November 3, 2023
Subscribe now before Elon MuX does something really erratic! Why Not Cut Out the Middleman and Just Name AI Safety Rules After Dystopian Science Fiction Movies? Previous: “An iron curtain has descended across the continent”, AI Regulation: Move Fast and Regulate Things, Italy Makes OpenAI Offer They Can’t Refuse Existential Risk Now Has a Precise…
-
Platformonomics TGIF #28: October 27, 2023
Be sure to subscribe below and to the right to receive all my output via email Q3 2023 Cloud CAPEX Amazon $12.76B -19%Google $8.06B +11%Microsoft $11.2B +70% (This is corporate level CAPEX, not just cloud infrastructure) Amazon’s decline seems like the continued reduction in logistics/fulfillment spending. We’ll get a breakout of AWS CAPEX next quarter.…