Capex
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Tweetstorm Digest: The Google CAPEX Mystery
Twitter was extra flaky today (half these Tweets took minutes to appear) and threading messed up (probably my fault), so reprising here: The Information ventures into the single most exciting technology topic today: Cloud CAPEX /1 But the headline is odd: “AI Push Drives Up Capex for Meta, Alphabet and Microsoft”. Despite putting Alphabet into…
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Platformonomics TGIF #4: April 28, 2023
New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. Be sure to subscribe below and to the right to receive all my output via email.…
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Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
Tl;dr: AMZN goes ex-#bonkers Previous installments from 2016, 2017, 2018, 2019, 2020, 2021 plus earlier/other CAPEX musings. Since we separated the clouds from the clowns, cloud capital expenditures (CAPEX) haven’t been a particularly interesting tell. Huge numbers but few omens. But ironically just as money gets more expensive with the end of the zero-interest rate-fueled…