Capex
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Platformonomics TGIF #48: April 19, 2024
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 recovery from Clown Week continues. News Blockbuster News of the Week Google announces “We are a place of business”. Who knew? Some employees (and a growing number of ex-employees) are still…
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Platformonomics TGIF #47: April 12, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Clown Week is here! 🤡🤡🤡 News Follow the CAPEX: The Clown Car Race Checkered Flag As the Clown Week cornerstone, we call a winner in the CAPEX Clown Car Race: (Oracle left,…
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Follow the CAPEX: The Clown Car Race Checkered Flag
We’ve used capital expenditures (CAPEX) to separate the clouds from the clowns for over a decade. Clouds consume copious CAPEX. Clowns confabulate. It is time for another inspection tour of Clown City (previous visits: 2018, 2020, 2022). Once a bustling stop on the cloud-washing promotional circuit, Clown City is now but a shadow of its…