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Platformonomics TGIF #33: December 8, 2023
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. This is the last issue of the year. May your new year be filled with non-performative competence, pluralism, reason, universalism and vigor (a contrarian hope to be sure). News AI Marketing Hallucinations:…
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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…