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Platformonomics TGIF #121: March 27, 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 Service has resumed. News UnfocusedAI Strategy Du Jour: “We’re an Enterprise Company!” To paraphrase Donald Rumsfeld, you go into the enterprise with the team you hired from…
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Why Can’t Oracle Afford Data Centers?
Tl;dr – Oracle remains the x-axis of AI/cloud computing (but their revenue forecasts are geometric) Update: Oracle reported earnings yesterday, missing on both revenue and profit expectations and reporting slower growth than the much larger Amazon, Google, Meta and Microsoft. Free cash flow dropped deeper into the red. Oracle’s CAPEX spend dropped from $9.2 billion…
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Platformonomics TGIF #98: September 5, 2025
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 We live in unserious times (which will have serious consequences). Speaking of the unserious, lots of antitrust news this week. News Antitrust Incoherence: Elon Musk Edition Prolific…
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Platformonomics TGIF #97: August 22, 2025
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 Some of our favorite characters continue to work hard this summer. News AI Mulligan Taker Meta Takes Another Mulligan Can’t wait to hear Meta’s AI strategy (vs.…
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Platformonomics TGIF #96: August 15, 2025
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 Another intermittent summer issue. Fortunately some of our favorite sources of comedic inspiration are working much harder than Platformonomics this summer. News CAPEX Clues: AWS Quarterly CAPEX…
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Platformonomics TGIF #95: August 1, 2025
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 Quarterly CAPEX week, plus updates from a bunch of our favorite recurring characters! This has to be the high point of your Hot (Mess of an Epstein…