Microsoft
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A New Antitrust Doctrine
Tl;dr: Sorry but you’re not getting off that easily with this post. There are different schools of antitrust thought. Each has principles and priorities it seeks to translate into an actionable and consistent framework for enforcement and policymaking. But the inevitably messy collision of intellectual frameworks with the real world makes antitrust a highly subjective…
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Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
Tl;dr: AMZN goes ex-#bonkers Previous installments from 2016, 2017, 2018, 2019, 2020, 2021 plus earlier/other CAPEX musings. Since we separated the clouds from the clowns, cloud capital expenditures (CAPEX) haven’t been a particularly interesting tell. Huge numbers but few omens. But ironically just as money gets more expensive with the end of the zero-interest rate-fueled…
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Cloud Power Up
Tl;dr: The clouds should use their powers to help power the cloud. Atomically. CAPEX obsessives like myself have focused on the cloud’s vast agglomeration of compute, storage, and networking. But there is another, less appreciated infrastructure dimension: the cloud is in many ways as much about moving electrons as bits. Without a considerable and constant…