Oracle
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Platformonomics TGIF #54: June 14, 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. An interesting week as the strategic fault lines creak and shudder. My Writings Why Can’t Oracle Build Data Centers? I asked before Oracle’s earnings announcement why the company can’t seem to build…
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Why Can’t Oracle Build Data Centers?
This post resurfaces and expands a point in my recent post Follow the CAPEX: The Clown Car Race Checkered Flag in advance of Oracle’s June 11th earnings report. To hear Oracle tell it, they are the best-est and everything is always going super-fantastic. Earnings announcements are opportunities for others to bask in Oracle’s greatness. The…
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Platformonomics TGIF #53: June 7, 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. Thanks for all the feedback as we passed the one year milestone for this newsletter. Keep it coming on what you like and dislike. News You Can’t Spell “Glue on Pizza” Without…