Capex
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Platformonomics TGIF #54: June 14, 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. An interesting week as the strategic fault lines creak and shudder. My Writings Why Can’t Oracle Build Data Centers? I asked before Oracle’s earnings announcement why the company can’t seem to build…
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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…