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Follow the CAPEX 2025 Retrospective
Tl;dr CAPEX Go Up! Up Up Up! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 plus earlier/other CAPEX musings. This is my tenth annual CAPEX (capital expenditures) retrospective. The fascination began earlier, as an asset-oblivious software guy confronting an alien lifeform of spending on physical property, plant and equipment. CAPEX separated the…
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Platformonomics TGIF #117: February 20, 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 CAPEX retrospective is almost done. Really. Numbers that big just take time to parse. In the meantime… News Did OpenAI Find the Money this Week? Pace…
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Platformonomics TGIF #116: February 13, 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 Every week is CAPEX week here, but this was really supposed to be CAPEX week. It turned into Cleveland week. The 2025 CAPEX retrospective is still in…
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A Warning to Seattle: Don’t Become the Next Cleveland
This post was originally published on GeekWire on February 10, 2026 Consider a successful mid-sized American city. One with decades of population growth. Median household incomes on par with or exceeding New York City. A bustling port in a prime location. Bold civic architecture. A vibrant arts and cultural scene. And home to some of…
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Platformonomics TGIF #115: February 6, 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 wussies on Wall Street are not so enthused about the CAPEX numbers and guidance for next year. But what they call “unsettling” we call a good…
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Platformonomics TGIF #114: January 30, 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 It’s that most magical time of the year: HyperCAPEX season! Meta and Microsoft are in; Amazon and Google report next week. Full annual retrospective to follow (last…