Amazon
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Platformonomics TGIF #50: May 3, 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. Platformonomics is off the next two weeks (recovering from Clown Week and the Q1 CAPEX numbers). Look for our next missive May 24th. News Q1 Amazon CAPEX Amazon is the last of…
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Platformonomics TGIF #46: April 5, 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. The clown culture of over-promising and under-delivering has rubbed off, but (CAPEX) Clown Week is still coming! The artwork is fabulous. I did a return appearance on the TelcoDR podcast to talk…
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Platformonomics TGIF #45: March 29, 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. The last two weeks have been eventful, so we have a lot to cover after my absence. Buckle up! News Amazon CAPEX Plans Bloomberg looks at cloud CAPEX and the accompanying “mad…