Amazon
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Platformonomics TGIF #84: March 14, 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 Lots of database vampire and antitrust incoherence this week. No missive next week. News ClownWatch™: Oracle FY25 Q3 Database vampire, the x-axis of cloud CAPEX and most…
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Platformonomics TGIF #82: February 28, 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. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft’s “Couple Hundred Megawatts” Bit of a freakout this week over rumors Microsoft had delayed or cancelled a “couple…
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Follow the CAPEX: Cloud Table Stakes 2024 Retrospective
Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud CAPEX (capital expenditures), it was a super-niche Internet otaku, as I obsessed over a single line on the cash flow statements of companies considered “asset-light”.…