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Platformonomics TGIF #82: February 28, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft’s “Couple Hundred Megawatts” Bit of a freakout this week over rumors Microsoft had delayed or cancelled a “couple…
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Follow the CAPEX: Cloud Table Stakes 2024 Retrospective
Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud CAPEX (capital expenditures), it was a super-niche Internet otaku, as I obsessed over a single line on the cash flow statements of companies considered “asset-light”.…
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Platformonomics TGIF #78: January 31, 2025
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 We have some early CAPEX returns! The full 2024 retrospective for CAPEX obsessives will follow after we get Amazon and Google numbers. News Meta CAPEX – Q4…