Capex
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Platformonomics TGIF #45: March 29, 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. The last two weeks have been eventful, so we have a lot to cover after my absence. Buckle up! News Amazon CAPEX Plans Bloomberg looks at cloud CAPEX and the accompanying “mad…
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Platformonomics TGIF #44: March 15, 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. No newsletter next week. But I hope to get the Clown Week update out before that. News Tik Tok’s Call to Arms: Useful Idiots, Fellow Travelers, Registered and Unregistered Foreign Agents Unite!…
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Platformonomics TGIF #42: March 1, 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. News A CAPEX Obsessive’s Work is Never Done Previous: Follow the CAPEX: Cloud Table Stakes 2023 Retrospective, Follow the CAPEX: Triangulating NVIDIA, more CAPEX Google: Still Not Code Red? We (yet) again…