Capex
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Why Can’t Oracle Build Data Centers?
This post resurfaces and expands a point in my recent post Follow the CAPEX: The Clown Car Race Checkered Flag in advance of Oracle’s June 11th earnings report. To hear Oracle tell it, they are the best-est and everything is always going super-fantastic. Earnings announcements are opportunities for others to bask in Oracle’s greatness. The…
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Platformonomics TGIF #52: May 31, 2024
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 marks a year of these newsletters (elapsed time a little longer)! I enjoy the writing process, find it helps me refine my thinking without all the work of longer essays, and…
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Platformonomics TGIF #50: May 3, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Platformonomics is off the next two weeks (recovering from Clown Week and the Q1 CAPEX numbers). Look for our next missive May 24th. News Q1 Amazon CAPEX Amazon is the last of…