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Platformonomics TGIF #125: May 1, 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 Service has been restored! This May Day we celebrate basic financial controls, one of the cornerstones of advanced civilization! My Writing Follow the CAPEX: Q1 2026 Scoreboard…
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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…
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Supercloudifragilisticexpialidocious VII: March Madness (Except in November)
Tl;dr: “Supercloud” has turned into a super battle royale Reader relevance: “super” niche Despite the term itself being unhelpful, inexplicably, a battle has broken out for the ownership and definition of “supercloud”. (And it isn’t just me that finds the term unhelpful, though even I haven’t suggested we should “nuke it from orbit”). The “supercloud”…