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Platformonomics TGIF #1: April 7, 2023
New post format: a weekly roll up of links, comments on news, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts, plus more timely nattering on about my favorite topics. Hopefully I can sustain it for more than a week. Let me know what you…
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Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
Tl;dr: AMZN goes ex-#bonkers Previous installments from 2016, 2017, 2018, 2019, 2020, 2021 plus earlier/other CAPEX musings. Since we separated the clouds from the clowns, cloud capital expenditures (CAPEX) haven’t been a particularly interesting tell. Huge numbers but few omens. But ironically just as money gets more expensive with the end of the zero-interest rate-fueled…
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Cloud Power Up
Tl;dr: The clouds should use their powers to help power the cloud. Atomically. CAPEX obsessives like myself have focused on the cloud’s vast agglomeration of compute, storage, and networking. But there is another, less appreciated infrastructure dimension: the cloud is in many ways as much about moving electrons as bits. Without a considerable and constant…