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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…
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Can Brian Hall Fix What Ails Google Cloud?
Google Cloud sits a distant third in the cloud wars (ignoring the Chinese cloud companies, which are pretty much irrelevant to Western markets as they face a Huawei-or-the-highway reckoning). With a cloud infrastructure business generally estimated to be between a quarter or a third the size of Microsoft Azure, which in turn is about half…
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Follow the CAPEX: Cloud Table Stakes 2019 Edition
“CAPEX rules everything around me…” Coming from a very asset-light software background (“You get a new laptop! You get a new laptop!”), I was enthralled by the very different set of skills and materials necessary to combine with software to build large scale data centers in the early 2000s. That fascination turned into an early…