-
Platformonomics TGIF #126: May 8, 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. The visit to Cleveland is happening. Reach out if you’re interested in joining to see what Seattle can learn from a city whose…
Get Platformonomics Updates By Email
-
Should I Stay or Should I Go
Tl;dr I’m now writing posts that follow up on posts I didn’t actually get around to writing Last summer I outlined a playlist of posts based on Clash songs. But after borrowing some great titles, my motivation faltered. Should I Stay or Should I Go was triggered by the cloud repatriation debate. Career Opportunities detailed…
-
Things I Still Don’t Understand: Pricey Metaverse Real Estate
Last year I expressed (in uncharacteristically understated fashion) my inability to understand why people were paying up for metaverse real estate. The real-world dynamics crystalized in mantras like “location, location, location” and “they’re not making more of it” simply don’t apply to virtual real estate. But that hasn’t stopped promoters from using the hammer of…
-
Supercloudifragilisticexpialidocious IV: Please Just Stop
Tl;dr – The “so-called supercloud” still isn’t After taking a few well-deserved months to regroup and potentially formulate a cogent definition, the “supercloud” squad is back, declaring (yet again) “supercloud is becoming a thing”. While that evidently was not enough time to resolve whether “supercloud” takes a definite or indefinite article, the update musters the…
-
Follow the CAPEX: Keeping Up With The Clowns
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Tl;dr: IBM is the Generalissimo Francisco Franco of cloud: still dead. Like the beleaguered consumer in these inflationary times, Oracle is spending more while falling ever further behind. A Trump Cloud? The opposite of a cloud is a clown. We know this because CAPEX doesn’t lie. Let’s pay another…
-
Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021,…