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Platformonomics TGIF #29: November 3, 2023
Subscribe now before Elon MuX does something really erratic! Why Not Cut Out the Middleman and Just Name AI Safety Rules After Dystopian Science Fiction Movies? Previous: “An iron curtain has descended across the continent”, AI Regulation: Move Fast and Regulate Things, Italy Makes OpenAI Offer They Can’t Refuse Existential Risk Now Has a Precise…
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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.…
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Platformonomics TGIF #27: October 20, 2023
Be sure to subscribe below and to the right to receive all my output via email. Excellent Trolling by The Information The lede from an interview with Amazon’s generative AI product manager, Andy Jassy: Paragraph three: Amazon Now Forecasts They Won’t Be Competitive In Generative AI For Over 13,000 Years Our previous analysis concluded that…