New York Times
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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…
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Platformonomics TGIF #34: January 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. We’re back and Happy New Year! We’ll start the year with some predictions about what will (and will not) happen in 2024 (at least as it will be chronicled here). We Will…
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Platformonomics TGIF #30: November 10, 2023
Subscribe now before Elon colocates Starship test launches with Twitter. Scuttling Titan(ic), Scaling Olympus? The Amazon Generative AI soap opera just never ends (and, credit to them, they have acknowledged, more than once, it is a long distance race they have barely started). Anthropic won’t commit to a monogamous relationship with Amazon. Titan is looking…