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Platformonomics TGIF #124: April 17, 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 No newsletter next week. News CAPEX Clues: After the Press Release I’m impressed only 40% of data center builds are behind schedule. That number is likely to…
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Platformonomics TGIF #80: February 14, 2025
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 Our annual CAPEX festivities have drawn to a close. Another great year! My Writing Follow the CAPEX: Cloud Table Stakes 2024 Retrospective My annual analysis of Biggest…
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Follow the CAPEX: Cloud Table Stakes 2024 Retrospective
Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud CAPEX (capital expenditures), it was a super-niche Internet otaku, as I obsessed over a single line on the cash flow statements of companies considered “asset-light”.…
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Platformonomics TGIF #79: February 7, 2025
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 More 2024 CAPEX numbers! Full obsessive retrospective coming next week. News Amazon CAPEX – Q4 2024 Amazon’s CAPEX for the whole company was $27.834 billion in Q4…
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Platformonomics TGIF #78: January 31, 2025
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 We have some early CAPEX returns! The full 2024 retrospective for CAPEX obsessives will follow after we get Amazon and Google numbers. News Meta CAPEX – Q4…
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Platformonomics TGIF #77: January 24, 2025
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 skipped last week’s newsletter as all I had were typical EU inanities. Instead I got two standalone posts done. We’re busy girding up for the most…