
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email News CAPEX: You Ain’t Seen Nothing Yet Jordan Novet at CNBC digs into Microsoft’s future CAPEX commitments in the form of finance leases (mostly for servers). Those…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Fun week! News An Even More Nuclear-Powered Cloud Previous: The Nuclear Power Vibe Shift Continues, Cloud Power Up, Not That Kind of Nuclear Cloud, Better Late Than…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I’m forced to choose between Elon and the EU! Fortunately this case is an easy decision. It is a coin flip whether we have an installment next…