McKinsey
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Platformonomics TGIF #49: April 26, 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. Busy week with first quarter earnings reports — lots of CAPEX!!! My Writings European Union Designated an Advanced Persistent Threat Previous: BREAKING: European Union Designated an Advanced Persistent Threat News Q1 CAPEX…
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Platformonomics TGIF #47: April 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. Clown Week is here! 🤡🤡🤡 News Follow the CAPEX: The Clown Car Race Checkered Flag As the Clown Week cornerstone, we call a winner in the CAPEX Clown Car Race: (Oracle left,…
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Platformonomics TGIF #42: March 1, 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. News A CAPEX Obsessive’s Work is Never Done Previous: Follow the CAPEX: Cloud Table Stakes 2023 Retrospective, Follow the CAPEX: Triangulating NVIDIA, more CAPEX Google: Still Not Code Red? We (yet) again…