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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.…
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Culture Clash Conjecture: Amazon and Anthropic
I’ve been dutifully chronicling the mismatch between Amazon’s endless generation of words about generative AI and their actual delivery (or lack thereof) of a large-language model (basically a divide-by-zero error). To date, Amazon’s primary generative output has been mediocre metaphors arguing it is too early to dismiss them as irrelevant. If metaphor quality is any…
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Platformonomics TGIF #22: September 15, 2023
New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure…