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Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021,…
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The Cloudless Cloud Company
So, “superclouds”, eh? The term seems to have been coined by SiliconAngle, almost as an aside, in a subtitle, accompanied by the briefest of definitions: A new cloud architecture takes shape: “superclouds” Today, any company can have a fully built-out platform in the cloud. Venture capitalist Jerry Chen of Greylock Partners calls this phenomenon “castles…
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The DOJ Play at Home Game
While last year’s Platformonomics Holiday Gift Guide brought seasonal joy to vast swathes of humanity, this year’s holiday recommendation has a very specific audience: Googlers. To my friends at Google: You did a great job over the years keeping your email boring and mostly devoid of colorful yet easily cherrypicked soundbites. But your antitrust reckoning…