Microsoft
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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 #76: January 10, 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 And we’re back! Welcome to 2025, which will mark the 20th anniversary of this blog. Expect insufferable celebrations thereof (updated slogan: “Entertaining Myself Here For Twenty Years…