• Platformonomics TGIF #137: August 7, 2026

    Platformonomics TGIF #137: August 7, 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 Summer is flying by… News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle We’ve written at length about the financial risks of Oracle’s Hail Mary scramble…

  • Forget Summers and Yellen: Let a Bot Run the Federal Reserve

      via  Flickr   The shameless campaigning and cat fight over who should be our next Federal Reserve Chair has only served to underscore the inevitable human flaws and lack of omniscience of whoever is ultimately appointed, all while further politicizing and debasing the office. I argued four years ago a bot could do that job…

  • Now Every Company Really Is A…

      via Seattle Municipal Archives  My stump speech seven or eight years ago included two assertions: 1.) every company is now a media company and 2.) every company is now a software company. Someone recently reminded me of that pitch and while it seems obvious today, it was definitely before its time. The globe-spanning organizational behemoths…

  • Open Season: A Short Industrial Drama

    Cloud Foundry had a pretty good week with endorsements from Baidu and IBM. Both relationships were developed after I left VMware so what follows is purely speculation on my part. But some companies have a tough time getting over their history and playbooks, so it is easy to imagine how things went down. Warning: this…

  • Dino Watch: IBM’s Q2 Results

        Image via Flickr  Our favorite “technology” company IBM “beat” the number last week and saw its stock pop on Thursday after announcing earnings. Bloomberg cheered the results: “IBM Raises Annual Forecast After Earnings Top Analyst Estimates” International Business Machines Corp. (IBM), the largest computer-services company, topped estimates with its second-quarter earnings and raised its…

  • Enter The Matrix: Microsoft’s Reorg

    Enter The Matrix: Microsoft’s Reorg

    The new super-matrixed structure doubles down on “integrated innovation”, a model that has historically been tantalizingly just out of grasp from an execution standpoint. The new theory is shorter product cycles will mitigate failures of alignment across teams. The pendulum swings to functional away from divisions that had clear customer focus and segmentation (ironically, Steven…

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