New York Times
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Platformonomics TGIF #46: April 5, 2024
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…
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Platformonomics TGIF #41: February 23, 2024
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…
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Platformonomics TGIF #38: February 2, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. You’re all no doubt recovering from this week’s CAPEX festivities. News Follow the GPUs: Cloud CAPEX We’re wrapping up the Superbowl for CAPEX obsessives, when the hypercloud companies reveal their annual infrastructure…