Platformonomics Weekly: AI Updates and Private Equity Hijinks
Get the latest on AI infrastructure, private equity insights, and humorous tech commentary in this week’s Platformonomics TGIF roundup!| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Wouldn’t it be ironic if the next credit crisis was not caused by AI, but by more mundane actors like auto parts conglomerates, used car resellers, and […]| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email We are all truly now CAPEX obsessives and it is exhausting. Another candidate for describing our noble readers: platformniacs. No small number of you are no doubt […]| Platformonomics
Get the latest on AI infrastructure, private equity insights, and humorous tech commentary in this week’s Platformonomics TGIF roundup!| Platformonomics
Stay updated with Platformonomics TGIF for insights on tech finance and the latest industry news delivered straight to your inbox.| Platformonomics
Explore OpenAI's staggering financial commitments and the challenges that may trigger a Wile E Coyote moment for AI.| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit […]| Platformonomics
Explore the latest insights on finance and AI ambitions in the Platformonomics newsletter, featuring exclusive commentary and updates.| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email There is no stock pump like an Oracle stock pump. My Writing I was forced to write not once but twice this week about Oracle’s shenanigans. Tl;dr […]| Platformonomics
Rather than further update the last post, we’ll start anew. In our preparation for this week’s Oracle earnings, we wrote: Absolute bestest most glorious company ever in entire universe of all time prepare awesome-sauce victory lap. With tomorrow’s earnings announcement the database vampire will permit us to bask in their greatness and invite us to […]| Platformonomics
Tl;dr – Oracle remains the x-axis of AI/cloud computing (but their revenue forecasts are geometric) Update: Oracle reported earnings yesterday, missing on both revenue and profit expectations and reporting slower growth than the much larger Amazon, Google, Meta and Microsoft. Free cash flow dropped deeper into the red. Oracle’s CAPEX spend dropped from $9.2 billion […]| Platformonomics
Explore the latest in antitrust news, including Elon Musk's lawsuit against Apple and the implications of recent Google rulings.| Platformonomics
Explore this week's Platformonomics TGIF for insights on Q2 CAPEX from tech giants like Amazon, Google, and Meta. Stay informed!| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email -Onomics continues to …| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Leaning into the -onom…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Denial and delusion is…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe ch…| Platformonomics
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…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I skipped last week…| Platformonomics
