
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. We’re testing a new epigraph feature this week: All political lives, unless they are cut off in midstream at a happy juncture, end in failure, because that is the nature of politics…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. The clown culture of over-promising and under-delivering has rubbed off, but (CAPEX) Clown Week is still coming! The artwork is fabulous. I did a return appearance on the TelcoDR podcast to talk…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. News Follow the CAPEX: Triangulating NVIDIA I wrote a post about what we can learn from the intersection of NVIDIA’s revenue and hypercloud CAPEX spending. Previous: Follow the CAPEX: Triangulating NVIDIA, more…