Capex
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Platformonomics TGIF #81: February 21, 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 Here is the obligatory NotebookML podcast of last week’s CAPEX analysis. This technology is remarkably good at capturing the essence of a text, even one dense with…
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Platformonomics TGIF #80: February 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 Our annual CAPEX festivities have drawn to a close. Another great year! My Writing Follow the CAPEX: Cloud Table Stakes 2024 Retrospective My annual analysis of Biggest…
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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”.…