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Platformonomics TGIF #145: November 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 Shorter days. The Seahawks are showing their private equity ownership. Our next CAPEX numbers and Congressional hearings are months away. Ennui. News Now Cancel ByteDance The flow…
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Platformonomics TGIF #144: October 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 The new CAPEX numbers are here! The new CAPEX numbers are here! My Writing Follow the CAPEX: Q3 2026 Scorecard A chart that got left on the…
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Follow the CAPEX: Q3 2026 Scoreboard
The four HyperCAPEX musketeers collectively spent over $210 billion on CAPEX in Q3, up 22% from last quarter and up 84% from a year ago. New CAPEX record! And what we like to call a good start! This quarter’s spend is 84% of their entire year 2024 spend, while their cumulative lifetime CAPEX spend is…
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Federal Reserve Issues Federal Agentic Market Committee Statement (October 2026)
Fed Maintains Target Range October 28, 2026 — The Federal Agentic Market Committee decided to maintain the target range for the federal funds rate at 3-3/4 to 4 percent. In considering the extent and timing of additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the…
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Platformonomics TGIF #143: October 23, 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 CAPEX season is here! The anticipation got so intense I forgot to write last week. My Writing Cleveland’s Big Lesson for Seattle I return to Cleveland (only…
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Platformonomics TGIF #142: October 9, 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 Sigh. News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle Part II We really can’t expect Oracle to abide by the spirit or letter of the…