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Platformonomics TGIF #104: October 17, 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 Wouldn’t it be ironic if the next credit crisis was not caused by AI, but by more mundane actors like auto parts conglomerates, used car resellers, and…
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Platformonomics TGIF #39: February 9, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. CAPEX Week is over! It is a huge step down, but on to the Superbowl! News Follow the CAPEX: Cloud Table Stakes 2023 Retrospective I published my annual look at hypercloud CAPEX…
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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”…