Platformonomics

Subscribe now before Elon colocates Starship test launches with Twitter. Scuttling Titan(ic), Scaling Olympus? The Amazon Generative AI soap opera just never ends (and, credit to them, they have acknowledged, more than once, it is a long distance race they have barely started). Anthropic won’t commit to a monogamous relationship with Amazon. Titan is looking like the Titanic. So Amazon has a…

Subscribe now before Elon MuX does something really erratic! Why Not Cut Out the Middleman and Just Name AI Safety Rules After Dystopian Science Fiction Movies? Previous: “An iron curtain has descended across the continent”, AI Regulation: Move Fast and Regulate Things, Italy Makes OpenAI Offer They Can’t Refuse Existential Risk Now Has a Precise Threshold Suggestions include the Bergeron…

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…

Be sure to subscribe below and to the right to receive all my output via email. Excellent Trolling by The Information The lede from an interview with Amazon’s generative AI product manager, Andy Jassy: Paragraph three: Amazon Now Forecasts They Won’t Be Competitive In Generative AI For Over 13,000 Years Our previous analysis concluded that if you were running a 10K and had spent a month on…

The snark must flow, but not this week… A Message Not Just For Israelis…

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…

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…

I’ve been dutifully chronicling the mismatch between Amazon’s endless generation of words about generative AI and their actual delivery (or lack thereof) of a large-language model (basically a divide-by-zero error). SUBSCRIBE VIA EMAIL BELOW AND TO THE RIGHT TO RECEIVE MY MISSIVES DIRECTLY AND AVOID BEING AT THE WHIM OF ERRATIC BILLIONAIRES WHO MAKE SNAP DECISIONS IN THE DEAD OF NIGHT To date,…

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…

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…

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…

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…

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…

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…

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…

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…

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…