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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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Fog in Cable, Continent Cut Off
24/7, except when it’s not. Geometrically I guess that would be a single line of failure.
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There is No Free Lunch (Continued)
Glass half full view: welcome the occasional capriciousness of cloud services like a snow day.Glass half-empty view: maybe highly centralized architectures that assume everything always works are not the best approach…
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There is No Free Lunch (Especially in France)
The BBC reports the French security service has told French government officials not to use Blackberries because their data is stored in foreign countries and could be susceptible to prying eyes.Expect many more such awakenings going forward to the tradeoffs to putting data in the cloud. Not just national security concerns, but trade secrets, privacy…
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Hubris Alert?
Historically, the wheels have come off the bus in spectacular fashion shortly after companies make big, bold revenue forecasts in the high tens of billions of dollars. If my memory serves, Compaq, Dell and IBM all hit the wall after stating ambitions of $50 billion, $60 billion and $100 billion respectively. If you have time to talk about…
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Book Review: The Black Swan
The Black Swan, by Nassim Nicholas Taleb is sort of a follow-up to his earlier Fooled By the Randomness, which dealt with why people are poorly suited to decision-making in the face of uncertainty. The Black Swan deals with the “impact of the highly improbable” and argues that these events, dubbed Black Swans, are far…