Eu
-
Platformonomics TGIF #51: May 24, 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. It has been three weeks and a lot has happened — let’s fire this thing up again! News NVIDIA Earnings: Civilization Endures At least for another quarter… We will wait for their…
-
Platformonomics TGIF #50: May 3, 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. Platformonomics is off the next two weeks (recovering from Clown Week and the Q1 CAPEX numbers). Look for our next missive May 24th. News Q1 Amazon CAPEX Amazon is the last of…
-
Platformonomics TGIF #49: April 26, 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. Busy week with first quarter earnings reports — lots of CAPEX!!! My Writings European Union Designated an Advanced Persistent Threat Previous: BREAKING: European Union Designated an Advanced Persistent Threat News Q1 CAPEX…