Private Equity
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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 #39: February 9, 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. CAPEX Week is over! It is a huge step down, but on to the Superbowl! News Follow the CAPEX: Cloud Table Stakes 2023 Retrospective I published my annual look at hypercloud CAPEX…
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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…