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Follow the CAPEX: The Clown Car Race Checkered Flag
We’ve used capital expenditures (CAPEX) to separate the clouds from the clowns for over a decade. Clouds consume copious CAPEX. Clowns confabulate. It is time for another inspection tour of Clown City (previous visits: 2018, 2020, 2022). Once a bustling stop on the cloud-washing promotional circuit, Clown City is now but a shadow of its…
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Platformonomics TGIF #39: February 9, 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. CAPEX Week is over! It is a huge step down, but on to the Superbowl! News Follow the CAPEX: Cloud Table Stakes 2023 Retrospective I published my annual look at hypercloud CAPEX…
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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…