
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. The clown culture of over-promising and under-delivering has rubbed off, but (CAPEX) Clown Week is still coming! The artwork is fabulous. I did a return appearance on the TelcoDR podcast to talk…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. The last two weeks have been eventful, so we have a lot to cover after my absence. Buckle up! News Amazon CAPEX Plans Bloomberg looks at cloud CAPEX and the accompanying “mad…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. SUBSCRIBE Slowish week. No doubt everyone is busy preparing for the release of annual CAPEX numbers in a couple weeks. News Private Equity in Action: VMware First layoffs. Then price increases. Now…