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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Anthropic: A $3 Trillion IPO?
Fractional CEO, teller of big tales, and stickler for securities law Elon Musk is floating a 100 times revenue multiple for Space Twitter. Apply that multiple to the much higher growth and much higher market share Anthropic, which just disclosed a $30 billion annual run rate, and you get an over $3 trillion valuation. Anthropic has not as yet announced its plans for Cosmic Claude Code.
UnfocusedAI: The Pivot to Media Continues
Media companies are capital-light!
This comes after last Friday evening’s news dump that OpenAI was losing their CEO of applications, COO and CMO.
Ben Thompson: “OpenAI might be the short bus at the end of the rainbow”
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The New York Times Really Struggles to Cover Technology: Satoshi Edition
In the race to find Satoshi, some actual due diligence is required. This is embarrassingly bad. Just because Adam Back sent some email expressing cypherpunk sentiments doesn’t mean he’s Satoshi. Are they just bad at reporting or does some other agenda complicate their tech coverage?
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The New York Times Really Struggles to Cover Technology: Medvi Edition
In the race to find the first billion dollar solopreneur AI company, some actual due diligence is required. Are they just bad at reporting or does some other agenda complicate their tech coverage?
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Time of the Times: A Second Course
Meanwhile, local newsletter The Seattle Times is sending email alerts about its biggest rival eating its lunch (ok, dinner).
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Times of the Times, Putting the Seattle Times on Notice, Media Self Harm: Lobbying vs. Innovating, Putting the Seattle Times on Notice, Media Self Harm: Lobbying vs. Innovating, Yay Google: New Zealand Edition!, Wrapping Oneself in the Flag: Seattle Times Edition, Wrapping Oneself in the Flag: Seattle Times Edition