
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…

Tl;dr: Cloud CAPEX is once again both exciting and revealing! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022 plus earlier/other CAPEX musings. Capital expenditures (CAPEX) are old school. You acquire some abiding apparatus around which you build a business. It is the antithesis of the “asset light” avoidance of hard work or the financial…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. This is the last issue of the year. May your new year be filled with non-performative competence, pluralism, reason, universalism and vigor (a contrarian hope to be sure). News AI Marketing Hallucinations:…