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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And we’re back! A lot has happened in recent weeks while I was indisposed and/or distracted which I may or may not revisit. But most importantly, I’ve been threatening a year long celebration of this blog’s 20th anniversary, and I am afraid that anniversary is today. Fortunately there isn’t much going on in the world, so we can ignore most of the other news flow.
My Writing
News
Going Nuclear: Meta Finally Overcomes the Bees
“It’s a logical place for us to talk to Meta, and to others, about potentially building the next generation of assets,” Constellation Chief Executive Officer Joe Dominguez said in an interview. “Those conversations are well under way.”
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Going Nuclear: Yay Nuclear Edition, Cloud Power Up, Introducing the Platformonomics Cloud Reactor Tracker, The Moore’s Law of Energy, Meta Goes Nuclear, Navigating Nuclear Obstacles: The Utilities, Navigating Nuclear Obstacles: The Bees, The Nuclear Call to Action, Nuclear: To SMR or Not to SMR?, Nuclear: To PPA or Not to PPA?, Starting to think my nuclear power cheerleading work is done…, Yay Google: Nuclear Edition!, It’s Time to Build: Energy Edition, An Even More Nuclear-Powered Cloud, The Nuclear Power Vibe Shift Continues, Not That Kind of Nuclear Cloud, Better Late Than Never, Power Crunch, Behold the Nuclear Cloud, Nuclear Powered Cloud Data Centers Are Happening, A Nuclear-Powered Cloud, When Nuclear-Powered Data Centers?
Never Take a Dependency on Elon Musk: Where to Even Start?
I was going to write about the implications of xAI’s “unauthorized modification” problem and express amusement at Elon trying to play the enterprise game at Microsoft Build. But those topics now seem quaint.
Private Equity Buys Software Company from Private Equity: Acumatica
If I was really diligent (and I’m not), I’d be compiling all the pairs of deals where private equity firms trade markups between portfolios.
To my friends at Acumatica, hopefully you got liquid…
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Private Equity Buys Software Company from Private Equity: Solar Winds, Private Equity Buys Software Company from Private Equity: Acronis, Private Equity Buys Software Company from Private Equity: Avetta, Software Migration Alerts for Private Equity Owned Companies, Private Equity Buys IT Company from Private Equity: Presidio
Telco Misadventures: Bell Canada and AI
Today we start what will no doubt be a recurring series chronicling telcos hopping on the latest trend, Because there is a network involved, the telcos are destined to win! (Telcos are basically the underpants gnomes in action). Somehow these telco forays beyond the dumb pipe don’t seem to end well, and their entry often signals a market top. It will be fun to track their AI initiatives.
I’m especially qualified to tell these stories, as I was recently selected to be one of “America’s 10 Most Trailblazing Telecom Leaders in 2025” (contingent entirely on my $1250 check clearing). I assume this august recognition stemmed from making fun of Verizon on the Telco20 podcast.
