Amazon
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A New Antitrust Doctrine
Tl;dr: Sorry but you’re not getting off that easily with this post. There are different schools of antitrust thought. Each has principles and priorities it seeks to translate into an actionable and consistent framework for enforcement and policymaking. But the inevitably messy collision of intellectual frameworks with the real world makes antitrust a highly subjective…
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Platformonomics TGIF #2: April 14, 2023
New post format: a weekly roll up of links, comments on news, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts, plus more timely nattering on about my favorite topics. We made it to week two! Another Day, Another Google Communications App 2-4-6-8: Deprecate! Don’t…
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Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
Tl;dr: AMZN goes ex-#bonkers Previous installments from 2016, 2017, 2018, 2019, 2020, 2021 plus earlier/other CAPEX musings. Since we separated the clouds from the clowns, cloud capital expenditures (CAPEX) haven’t been a particularly interesting tell. Huge numbers but few omens. But ironically just as money gets more expensive with the end of the zero-interest rate-fueled…