Platformonomics Repatriation Index™
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Platformonomics TGIF #42: March 1, 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 A CAPEX Obsessive’s Work is Never Done Previous: Follow the CAPEX: Cloud Table Stakes 2023 Retrospective, Follow the CAPEX: Triangulating NVIDIA, more CAPEX Google: Still Not Code Red? We (yet) again…
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Platformonomics TGIF #40: February 16, 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 CAPEX Everywhere The Hamas data center under UN headquarters in Gaza had eight racks. In Oracle parlance, that is four regions. Previous: Follow the CAPEX: Keeping Up With The Clowns Cloud…
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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…