Gpus
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Platformonomics TGIF #57: July 12, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. We’re testing a new epigraph feature this week: All political lives, unless they are cut off in midstream at a happy juncture, end in failure, because that is the nature of politics…
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Follow the CAPEX: Cloud Table Stakes 2023 Retrospective
Tl;dr: Cloud CAPEX is once again both exciting and revealing! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022 plus earlier/other CAPEX musings. Capital expenditures (CAPEX) are old school. You acquire some abiding apparatus around which you build a business. It is the antithesis of the “asset light” avoidance of hard work or the financial…
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Platformonomics TGIF #38: February 2, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. You’re all no doubt recovering from this week’s CAPEX festivities. News Follow the GPUs: Cloud CAPEX We’re wrapping up the Superbowl for CAPEX obsessives, when the hypercloud companies reveal their annual infrastructure…