Capex
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Platformonomics TGIF #90: June 13, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Oracle reported this week: still hyperbolic, not hypercloud. News Why Can’t Oracle Build Data Centers? FY25 Q4 Edition The most bestest cloud in the entire universe (also…
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Platformonomics TGIF #88: May 9, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email We’re back, at least briefly. More regular weekly installments should resume May 30. This week: Q1 CAPEX, Elon bolsters the case for not taking a dependency on…
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Platformonomics TGIF #87: April 11, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email -Onomics continues to dominant this week, but there is some tech insanity as well. Newsletters will be infrequent to non-existent in coming weeks, as Platformonomics will be…