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 […]
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 […]