302: Constellation's 714 Acquisitions Since 2005, Ringelmann effect, Microsoft Azure Troubles, Netflix Austerity, Predicting AI Progress, and Gaming $$$
302: Constellation's 714 Acquisitions Since 2005, Ringelmann effect, Microsoft Azure Troubles, Netflix Austerity, Predicting AI Progress, and Gaming $$$
Very cool image re: population density. You sort of forget how certain cities, like Boston, NYC, and DC are connected like that. And how "isolated" the west coast is.
I come from a hands on, very mechanically inclined family. It's fun to do the odd bathroom remodel, complete with sweating pipes, doing all the electrical, tile, etc. and saving thousands. But those are once every 5 years project. Too frequent and they'd be "work". Also, it's fun to think about the deeper processes at work. All the physics involved in electrical circuits, for example. Or the chemistry involved in cure times, dry times, adhesion. Or the geometry in carpentry, etc. Tradesmen (and women) are really just exercising applied science.
Microsoft Azure facing hardware supply issues, capacity running in the “yellow” 🚦☁️- This is interesting on several levels.
1. A bit surprising that MSFT/AWS/GCP would not have hardware ready in advance of growth... but I might be the naïve one here. [I get all the chips shortage, but really?]
2. Maybe this is just great sales pace on MSFT/AWS/GCP. Sell the cloud and figure out how to deliver it later.🤘
3. I think this is all upside/positive for the cloud, MSFT/AWS/GCP, and perhaps much of SaaS by extension.
I am still thinking, but I like it. What do you think?🤔
Probably the best mail so far? Thanks! Any more numbers on ringelsmann effect?
Very cool image re: population density. You sort of forget how certain cities, like Boston, NYC, and DC are connected like that. And how "isolated" the west coast is.
I come from a hands on, very mechanically inclined family. It's fun to do the odd bathroom remodel, complete with sweating pipes, doing all the electrical, tile, etc. and saving thousands. But those are once every 5 years project. Too frequent and they'd be "work". Also, it's fun to think about the deeper processes at work. All the physics involved in electrical circuits, for example. Or the chemistry involved in cure times, dry times, adhesion. Or the geometry in carpentry, etc. Tradesmen (and women) are really just exercising applied science.
Microsoft Azure facing hardware supply issues, capacity running in the “yellow” 🚦☁️- This is interesting on several levels.
1. A bit surprising that MSFT/AWS/GCP would not have hardware ready in advance of growth... but I might be the naïve one here. [I get all the chips shortage, but really?]
2. Maybe this is just great sales pace on MSFT/AWS/GCP. Sell the cloud and figure out how to deliver it later.🤘
3. I think this is all upside/positive for the cloud, MSFT/AWS/GCP, and perhaps much of SaaS by extension.
I am still thinking, but I like it. What do you think?🤔
How did I miss the FDX CIO comments!? This is why I sub to Liberty :)