May 8, 2018

AMG Crush Their Quarterly Numbers … Again. Boring!

There was a time in the mid-2000s that every quarter had an established ritual: Apple would announce its numbers, and they would be amazing: huge revenue […]
March 29, 2018

Assume a Can Opener

From Wikipedia: There is a story that has been going around about a physicist, a chemist, and an economist who were stranded on a desert island […]
March 13, 2018

AMG 2017 Capex: The Big Get Bigger

My recent analysis of Q4 2017 AMG revenues limned a single message: AMG are killing it. As the saying goes, you’ve got to spend money to […]
February 4, 2018

AMG Crush Their Q417 Cloud Numbers

The big three announced their quarterly results over the past few days. Last quarter I said, using movie lingo, that the numbers were boffo box office. […]
January 4, 2018

The Amazon Flywheel, Prime, and “The Greatest Showman”

Most discussions of Amazon’s business end up referencing the Flywheel, as shown below:     It depicts the self-reinforcing nature of Amazon’s business — great customer […]
November 3, 2017

AMG Q317 Cloud Financials Foretell Disruption

The big three cloud providers (Amazon, Microsoft, and Google, aka AMG) announced their Q3 numbers last week, and, as the saying goes, the box office was […]
October 17, 2017

Edge Computing and the Death of Cloud: Nonsense

You don’t have to look very far to see pronouncements that cloud computing is giving way to the next big thing in computing: the edge. Venture […]
September 27, 2017

What Amazon Prime Day Tells Us About Cloud Computing

Jeff Barr of AWS just published a blog post about Amazon’s July 11 Prime Day and the AWS resources it used during that day. Barr doesn’t […]