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Platformonomics TGIF #38: February 2, 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. You’re all no doubt recovering from this week’s CAPEX festivities. News Follow the GPUs: Cloud CAPEX We’re wrapping up the Superbowl for CAPEX obsessives, when the hypercloud companies reveal their annual infrastructure…
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Platformonomics TGIF #36: January 19, 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. Things still seem a little slow early in 2024. Not sure how much of that is the Davos reality distortion black hole and how much is people (wisely) saving their energy for…
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Platformonomics TGIF #35: January 12, 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. SUBSCRIBE Slowish week. No doubt everyone is busy preparing for the release of annual CAPEX numbers in a couple weeks. News Private Equity in Action: VMware First layoffs. Then price increases. Now…