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Welcome to the New and Improved Platformonomics. Subscribe to get this weekly newsletter and other posts delivered via email. No issue next week due to an anticipated food coma. GPUs are CAPEX; CAPEX is Increasingly GPUs John Luttig has an excellent piece entitled “NVIVIA Envy” examining GPU supply and demand today and into the future.…
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New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. Be sure to subscribe below and to the right to receive all my output via email.…
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New post format: a weekly roll up of links, comments on news, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts, plus more timely nattering on about my favorite topics. Hopefully I can sustain it for more than a week. Let me know what you…