
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 Cleveland ✅ News Hello Cleveland! To recap the Cleveland saga, I observed Seattle today looks a lot like Cleveland 75 years ago. Both cities are/were coming off…

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…

“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…

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,…

This post was originally published on GeekWire on January 28, 2022 The S&P 500 is down more than 10% since the beginning of the year, putting it into “correction” territory. The NASDAQ is down almost 15%, but the carnage among growth technology stocks is concealed by the relative outperformance of the trillion-dollar “Big Tech” behemoths.…