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Platformonomics - Follow the CAPEX: Cloud Table Stakes 2024 Retrospective
https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/
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Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud…
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