Capex
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Platformonomics TGIF #38: February 2, 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. You’re all no doubt recovering from this week’s CAPEX festivities. News Follow the GPUs: Cloud CAPEX We’re wrapping up the Superbowl for CAPEX obsessives, when the hypercloud companies reveal their annual infrastructure…
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Platformonomics TGIF #37: January 26, 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. You no doubt are in final preparations for next week. I certainly am. News Private Equity in Action: Media Division Private equity relentlessly demonstrates, despite all their claims to the contrary, they…
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Platformonomics TGIF #31: November 17, 2023
Welcome to the New and Improved Platformonomics. Subscribe to get this weekly newsletter and other posts delivered via email. No issue next week due to an anticipated food coma. GPUs are CAPEX; CAPEX is Increasingly GPUs John Luttig has an excellent piece entitled “NVIVIA Envy” examining GPU supply and demand today and into the future.…