Platformonomics Weekly: Insights on AWS CAPEX, AGI, Elon Musk and the EU
Explore the latest insights from Platformonomics TGIF, covering AWS CAPEX, Elon Musk's Grok adoption problems, and the future of tech in Europe.| 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 Some of our favorite characters continue to work hard this summer. News AI Mulligan Taker Meta Takes Another Mulligan Can’t wait to hear Meta’s AI strategy (vs. […]| Platformonomics
Explore the latest insights from Platformonomics TGIF, covering AWS CAPEX, Elon Musk's Grok adoption problems, and the future of tech in Europe.| Platformonomics
Explore this week's Platformonomics TGIF for insights on Q2 CAPEX from tech giants like Amazon, Google, and Meta. Stay informed!| 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 No newsletter next week. Still planning a post on just how much CAPEX negative cash flow company Oracle has signed up to spend. My Writing Meta AI: […]| Platformonomics
Meta’s frantic AI moves have big pro sports franchise “win now” vibes. The owner is fed up and wants a championship. This year. The team had a promising start last season but ended up 6-10, finishing with a (Llama) 4 game losing streak. The franchise has been beset with turmoil, suffering from high turnover and […]| Platformonomics
Stay updated with Platformonomics' TGIF, featuring insights on AI investments, data centers, and the latest tech trends impacting you.| Platformonomics
Stay updated with Platformonomics' TGIF newsletter, covering AGI, private equity, and the latest industry insights in tech and finance.| 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 News Socrates Says Writing Will Rot Your Brain Academics Say ChatGPT Will Rot Your Brain This is a small and easy to critique study, but still got […]| Platformonomics
Explore Oracle's latest earnings report and CAPEX growth compared to competitors, revealing challenges in building data centers and future revenues.| 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 And we’re back! A lot has happened in recent weeks while I was indisposed and/or distracted which I may or may not revisit. But most importantly, I’ve […]| 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
Previous companies built on the Twitter API (above) I’ve written before about why you should never take a dependency on Elon Musk for anything, but the introduction of an API for Grok AI compels me…| 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. Get Platformonomics Updates By Email Lots of database vampi…| 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. I made a third appearance on the Telco20 podcast to discuss…| 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
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 Here is the obligatory…| 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 Our annual CAPEX festi…| 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
