Media
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Platformonomics TGIF #50: May 3, 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. Platformonomics is off the next two weeks (recovering from Clown Week and the Q1 CAPEX numbers). Look for our next missive May 24th. News Q1 Amazon CAPEX Amazon is the last of…
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Platformonomics TGIF #40: February 16, 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 CAPEX Everywhere The Hamas data center under UN headquarters in Gaza had eight racks. In Oracle parlance, that is four regions. Previous: Follow the CAPEX: Keeping Up With The Clowns Cloud…
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Platformonomics TGIF #27: October 20, 2023
Be sure to subscribe below and to the right to receive all my output via email. Excellent Trolling by The Information The lede from an interview with Amazon’s generative AI product manager, Andy Jassy: Paragraph three: Amazon Now Forecasts They Won’t Be Competitive In Generative AI For Over 13,000 Years Our previous analysis concluded that…