Private Equity
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Platformonomics TGIF #32: December 1, 2023
Welcome to the New and Improved Platformonomics. Subscribe to get this weekly newsletter and other posts delivered via email. The OpenAI Soap Opera Good thing I was off last week and didn’t add to all the effervescent interim takes on this saga. What a clown show. My guess is season 2 of everyone’s favorite new…
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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…
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Platformonomics TGIF #28: October 27, 2023
Be sure to subscribe below and to the right to receive all my output via email Q3 2023 Cloud CAPEX Amazon $12.76B -19%Google $8.06B +11%Microsoft $11.2B +70% (This is corporate level CAPEX, not just cloud infrastructure) Amazon’s decline seems like the continued reduction in logistics/fulfillment spending. We’ll get a breakout of AWS CAPEX next quarter.…