Aws
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Platformonomics TGIF #28: October 27, 2023
Be sure to subscribe below and to the right to receive all my output via email Q3 2023 Cloud CAPEX Amazon $12.76B -19%Google $8.06B +11%Microsoft $11.2B +70% (This is corporate level CAPEX, not just cloud infrastructure) Amazon’s decline seems like the continued reduction in logistics/fulfillment spending. We’ll get a breakout of AWS CAPEX next quarter.…
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Platformonomics TGIF #27: October 20, 2023
Be sure to subscribe below and to the right to receive all my output via email. Excellent Trolling by The Information The lede from an interview with Amazon’s generative AI product manager, Andy Jassy: Paragraph three: Amazon Now Forecasts They Won’t Be Competitive In Generative AI For Over 13,000 Years Our previous analysis concluded that…
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Platformonomics TGIF #25: October 6, 2023
New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure…