Capex
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Follow the CAPEX: Clown Watch
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 There are hyperclouds and there are hyperclowns. Hyperclouds have globe-spanning infrastructure upon which they lavish many billions of dollars every year. Hyperclowns pursue a far more asset-light approach to the same problem, but try to compensate with hot air. It has been just over two years since we last…
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Follow the CAPEX: Cloud Table Stakes 2019 Edition
“CAPEX rules everything around me…” Coming from a very asset-light software background (“You get a new laptop! You get a new laptop!”), I was enthralled by the very different set of skills and materials necessary to combine with software to build large scale data centers in the early 2000s. That fascination turned into an early…
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IBM’s Lost Decade
TL;DR: Down and to the right I wasn’t going to do this post until I learned IBM PR is out browbeating reporters (one of the rare activities where the company is still world class) for being “too harsh” by including actual performance metrics in stories about IBM’s CEO transition. So I shall rally to the…