Amazon
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Platformonomics TGIF #60: August 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. Get Platformonomics Updates By Email We’re back! Due to clement weather, service for the rest of the summer may be sporadic. News Q2 CAPEX Scorecard Summary: Previous: Q1 CAPEX Summary Scorecard (Final),…
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Platformonomics TGIF #54: June 14, 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. An interesting week as the strategic fault lines creak and shudder. My Writings Why Can’t Oracle Build Data Centers? I asked before Oracle’s earnings announcement why the company can’t seem to build…
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Platformonomics TGIF #53: June 7, 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. Thanks for all the feedback as we passed the one year milestone for this newsletter. Keep it coming on what you like and dislike. News You Can’t Spell “Glue on Pizza” Without…