Microsoft
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Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021,…
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The Cloudless Cloud Company
So, “superclouds”, eh? The term seems to have been coined by SiliconAngle, almost as an aside, in a subtitle, accompanied by the briefest of definitions: A new cloud architecture takes shape: “superclouds” Today, any company can have a fully built-out platform in the cloud. Venture capitalist Jerry Chen of Greylock Partners calls this phenomenon “castles…
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Tweetstorm Digest: Reactions to Barron’s “IBM’s Reboot” Story
Some @charlesfitz reactions to Barron’s excitedly bullish cover story on IBM. I for one was excited they used “Lost Decade” on the cover! Twitter thread repeated here: Barron’s makes its semi-regular pitch for IBM’s imminent reincarnation in this week’s cover story 🧵 /1 Despite a lede calling Watson “one of the greatest coups in the…