Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads.
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Slowish week. No doubt everyone is busy preparing for the release of annual CAPEX numbers in a couple weeks.
News
Private Equity in Action: VMware
First layoffs. Then price increases. Now scaling back the long tail of customers to “600 customers who will struggle to change suppliers“. This is the private equity playbook and why we keep chanting “when private equity comes amalgamating, it is time to start migrating”.
How Many Models?
Better Late Than Never
I don’t want to live in a world where someone else is making the world a better place. I want to live in a world where someone else is making my jokes come true.
Everyone In Silicon Valley Wants To Be Henry Kissinger
It’s not just a job, it’s existential!
I’m sure they won’t get played on this…
The European China Shock
The “China Shock” had a huge impact on US manufacturing with major economic, political and social consequences. The German auto industry, which is the cornerstone of the European economy (along with wine, cheese and megalomaniacal regulators), is next on the receiving end, with similar consequences likely.
Previous:
The EU Will Continue to Fiddle While Rome Burns, The EU’s Reckoning Approaches, Collapsing Economic Models: German Edition, EU Rethinking Its Stance on Mercantilism, German Auto Industry Reaches Hail Mary Stage, How Do You Say “Burning Platform” in German?, Volkswagen’s Death Throes Continue, The Fate of the European Economy: Automotive Edition, Europe: Investing in Slave Labor
With Twitter engagement circling the drain, please comment here!