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Platformonomics TGIF #140: August 28, 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 will be spotty to non-existent in the coming weeks. News Who Remembers VMforce? Salesforce modus operandi on full display: A breathless press release (albeit very light…
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Platformonomics TGIF #139: August 21, 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 will be spotty to non-existent in the next month. News Actual Data about Data Centers The best argument the New York Times can muster against data…
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Platformonomics TGIF #138: August 14, 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 Giddy up! News Talking Cleveland on KIRO John Curley at KIRO had me back on the radio (look it up kids) to recap the trip to Cleveland…
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Platformonomics TGIF #137: August 7, 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 Summer is flying by… News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle We’ve written at length about the financial risks of Oracle’s Hail Mary scramble…
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Platformonomics TGIF #136: July 31, 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 The Q2 CAPEX numbers are here, the Q2 CAPEX numbers are here! My Writing Follow the CAPEX: Q2 2026 Scoreboard Amazon, Google, Meta and Microsoft spent almost…
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Follow the CAPEX: Q2 2026 Scoreboard
Our four hyperCAPEX companies collectively spent almost $172 billion on CAPEX in Q2, up 29% from last quarter and up 77% from a year ago. This quarter’s spend is more than they collectively spent for the entire year of 2023 ($155 billion), and their cumulative lifetime CAPEX spend is over $1.9 trillion. At the halfway…