Eu
-
Platformonomics TGIF #34: January 5, 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. We’re back and Happy New Year! We’ll start the year with some predictions about what will (and will not) happen in 2024 (at least as it will be chronicled here). We Will…
-
Platformonomics TGIF #31: November 17, 2023
Welcome to the New and Improved Platformonomics. Subscribe to get this weekly newsletter and other posts delivered via email. No issue next week due to an anticipated food coma. GPUs are CAPEX; CAPEX is Increasingly GPUs John Luttig has an excellent piece entitled “NVIVIA Envy” examining GPU supply and demand today and into the future.…
-
Platformonomics TGIF #28: October 27, 2023
Be sure to subscribe below and to the right to receive all my output via email Q3 2023 Cloud CAPEX Amazon $12.76B -19%Google $8.06B +11%Microsoft $11.2B +70% (This is corporate level CAPEX, not just cloud infrastructure) Amazon’s decline seems like the continued reduction in logistics/fulfillment spending. We’ll get a breakout of AWS CAPEX next quarter.…