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Platformonomics TGIF #127: May 22, 2026
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 We’re going to Cleveland in June! What is must-see in Cleveland? What can we learn from Cleveland’s history to help Seattle navigate its unfolding economic transition? Meanwhile,…
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Platformonomics TGIF #126: May 8, 2026
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 No newsletter next week. The visit to Cleveland is happening. Reach out if you’re interested in joining to see what Seattle can learn from a city whose…
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Platformonomics TGIF #125: May 1, 2026
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 Service has been restored! This May Day we celebrate basic financial controls, one of the cornerstones of advanced civilization! My Writing Follow the CAPEX: Q1 2026 Scoreboard…
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Follow the CAPEX: Q1 2026 Scoreboard
All four hyperCAPEX companies reporting the same day makes for a big day in the world’s biggest game! Our four hyperCAPEX companies spent over $133 billion on CAPEX in Q1, collectively up 4% from Q4 and up 72% from a year ago. 2025 Actual CAPEX 2026 Guidance CAPEX (Jan ’26) 2026 Guidance CAPEX (Apr ’26)…
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You Can’t Blame Data Centers in Seattle for Our Skyrocketing Electricity Prices
This post was originally published on GeekWire on April 20, 2026. I had noticed this “data centers in Seattle” PR op under way and flagged it in last week’s newsletter. After a vague report that some companies were seeking to build “large” data centers in Seattle, Mayor Katie Wilson is exploring a moratorium on new…
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Platformonomics TGIF #124: April 17, 2026
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 No newsletter next week. News CAPEX Clues: After the Press Release I’m impressed only 40% of data center builds are behind schedule. That number is likely to…