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Explore the latest in CAPEX updates, OpenAI funding struggles, and cloud growth trends in this week's Platformonomics TGIF roundup!

Explore the latest quarterly CAPEX from Google, Amazon, Meta, and Microsoft, revealing a significant rise in infrastructure spending.

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Explore OpenAI's staggering financial commitments and the challenges that may trigger a Wile E Coyote moment for AI.

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Given Oracle's new RPO backlog, what is their corresponding CAPEX requirement?

Explore Oracle's struggles to pay for data centers and keep up with the hyperscalers

Explore the latest in antitrust news, including Elon Musk's lawsuit against Apple and the implications of recent Google rulings.

Explore the latest insights from Platformonomics TGIF, covering AWS CAPEX, Elon Musk's Grok adoption problems, and the future of tech in Europe.

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Explore how Meta's ambitious AI strategies reflect a 'win now' mentality, raising questions about culture and future success.

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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 tons of coverage. The media love to amplify pessimism about innovation, yet have almost no interest in exploring potential positives.

Explore Oracle's latest earnings report and CAPEX growth compared to competitors, revealing challenges in building data centers and future revenues.

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 Oracle reported this week: still hyperbolic, not hypercloud. News Why Can't Oracle Build Data Centers? FY25 Q4 Edition The most bestest cloud in the entire universe (also known by some as the asbestos cloud…