Cloud Computing
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Follow the CAPEX 2025 Retrospective
Tl;dr CAPEX Go Up! Up Up Up! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 plus earlier/other CAPEX musings. This is my tenth annual CAPEX (capital expenditures) retrospective. The fascination began earlier, as an asset-oblivious software guy confronting an alien lifeform of spending on physical property, plant and equipment. CAPEX separated the…
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Platformonomics TGIF #95: August 1, 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 Quarterly CAPEX week, plus updates from a bunch of our favorite recurring characters! This has to be the high point of your Hot (Mess of an Epstein…
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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…