Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Clown Week is here! 🤡🤡🤡 News Follow the CAPEX: The Clown Car Race Checkered Flag As the Clown Week cornerstone, we call a winner in the CAPEX Clown Car Race: (Oracle left,…
We’ve used capital expenditures (CAPEX) to separate the clouds from the clowns for over a decade. Clouds consume copious CAPEX. Clowns confabulate. It is time for another inspection tour of Clown City (previous visits: 2018, 2020, 2022). Once a bustling stop on the cloud-washing promotional circuit, Clown City is now but a shadow of its…
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…