Capex
-
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!…
-
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…
-
Platformonomics TGIF #41: February 23, 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 Follow the CAPEX: Triangulating NVIDIA I wrote a post about what we can learn from the intersection of NVIDIA’s revenue and hypercloud CAPEX spending. Previous: Follow the CAPEX: Triangulating NVIDIA, more…