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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”…
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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…