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Platformonomics TGIF #123: April 10, 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 News Anthropic: A $3 Trillion IPO? Fractional CEO, teller of big tales, and stickler for securities law Elon Musk is floating a 100 times revenue multiple for…
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Tweetstorm Digest: Reaction to Oracle Earnings and Coverage of Oracle Earnings
The threading of these @charlesfitz Tweets was all messed up. I blame Elon. Now that the New York Times has cancelled the world’s worst technology column, our tech media quality control efforts have shifted to the Acceleration Economy.com (aka the “yay Oracle” blog). Reprising here: 1 Special Oracle PR Operation (aka the “yay Oracle” blog)…
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Platformonomics Repatriation Index™ – Q4 2022: The Search Continues
Tl;dr: We’re going to need a bigger boat array of telescopes to find evidence of significant cloud repatriation Let’s belabor the great cloud repatriation movement just a little longer! The Platformonomics Repatriation Index™ is a quick and dirty heuristic that compares the revenue of the two biggest data centers operators with Amazon Web Services, the…
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Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
Tl;dr: AMZN goes ex-#bonkers Previous installments from 2016, 2017, 2018, 2019, 2020, 2021 plus earlier/other CAPEX musings. Since we separated the clouds from the clowns, cloud capital expenditures (CAPEX) haven’t been a particularly interesting tell. Huge numbers but few omens. But ironically just as money gets more expensive with the end of the zero-interest rate-fueled…
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2022 Platformonomics Year in Review
Previous annual retrospectives: 2021, 2020 2019 This is a little late, but I like to defy convention (and/or am lazy). Like everything I write, this introspection is mostly for my own benefit. I posted 14 times in 2022, down from 16 the previous year. I wrote about CAPEX, cloud repatriation, energy and the cloud, the…
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“Supercloud” RIP
Tl;dr: it is time to stick a fork in “supercloud” Reader Relevance: this is “super-super” niche The “supercloud” is entering year two in pursuit of a precise and useful definition. Year one was a free-form jazz odyssey of sorts, morphing from one nebulous notion to another. Beyond some vague sense of multi-cloud middleware, it remains…