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Platformonomics TGIF #129: June 5, 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 Hello Cleveland!!! News Space (Twitter IPO Index) Jam, Jammed Sanity unexpectedly prevails. Index inclusion should only happen after all the lock-ups expire. But onwards to the next…
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Platformonomics TGIF #128: May 29, 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 50-50 chance of a newsletter next week. Might be too busy preparing for the Cleveland visit. Still waiting to hear whether Seattle’s Mayor and Washington’s Governor are…
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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)…