#Platformonomics Repatriation Index™

[platformonomics]

Platformonomics TGIF #28: October 27, 2023

Be sure to subscribe below and to the right to receive all my output via email Q3 2023 Cloud CAPEX Amazon $12.76B -19%Google $8.06B +11%Microsoft $11.2B +70% (This is corporate level CAPEX, not just cloud infrastructure) Amazon’s decline seems like the continued reduction in logistics/fulfillment spending. We’ll get a breakout of AWS CAPEX next quarter. The Google mystery continues: the…

[platformonomics]

Platformonomics TGIF #17: August 3, 2023

New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor.  The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure to subscribe below and to the right to receive all my output via…

[platformonomics]

Platformonomics TGIF #9: June 2, 2023

New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor.  The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure to subscribe below and to the right to receive all my output via…

[platformonomics]

Platformonomics Repatriation Index™ – Q1 2023: Surf's Up?

“lake michigan horizon line and tiny brea” (CC BY 2.0) by jlodder For the first time in almost three years, the datacenter denizens grew faster than AWS, resulting in a modest tick back in their favor on the closely watched Platformonomics Repatriation Index™. The PRI™ is a quick and dirty heuristic (people give me grief that it is “not a valid index” of the entire datacenter industry…

[platformonomics]

Introducing the Platformonomics Repatriation Index™

Introducing the Platformonomics Repatriation Index™

Stable Diffusion prompt: cloud repatriation, triumphant, socialist realism, color Today, on Twitter (not Mastodon), we introduced the Platformonomics Repatriation Index™. Remember cloud repatriation? The cloud was due for a mass exodus, or so claimed some (self-interested) venture capitalists. Beyond the moribund DropBox and the attention-seekers at 37signals (who have yet to repatriate and…

[platformonomics]

Platformonomics Repatriation Index™ – Q4 2022: The Search Continues

Tl;dr: We’re going to need a bigger boat array of telescopes to find evidence of significant cloud repatriation Let’s belabor the great cloud repatriation movement just a little longer! The Platformonomics Repatriation Index™ is a quick and dirty heuristic that compares the revenue of the two biggest data centers operators with Amazon Web Services, the cloud bellwether. If cloud repatriation…