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Platformonomics TGIF #120: March 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 No newsletter next week. Try to amuse yourselves. News Oracle “Beats”: Q3 FY26 Oracle “beat” the number this quarter and Wall Street sent the stock upwards almost…
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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…
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Platformonomics TGIF #113: January 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 The first hyperCAPEX companies report next week and I assume everyone is as giddy as I am for full 2025 CAPEX numbers. News Automating the Federal Reserve:…
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Platformonomics TGIF #112: January 16, 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 So much for last week’s hope we could ignore antitrust and the EU. My apologies. Mostly we’re gearing up for the end-of-the-month’s CAPEX reports (what some people…