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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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Enroncology
I’m fascinated by the Enron collapse and trial. The sheer brazenness and magnitude of the crimes is mind-boggling. WorldCom ended up eclipsing Enron to take the title of biggest financial fraud, but Enron is a better story. Everything at least seems bigger in Texas. If Shakespeare were working today, he’d he hard pressed to find…
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Down and Out-sourced
Kind of like blogging, I never quite get around to executing various ideas for hedge funds so I’ll share one. Big IT outsourcing deals are dead. They just don’t pan out as advertised, end up being renegotiated and/or leave companies unable to adapt to a changing world. The only customers with big outsourcing deals who…
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Why X Doesn’t Matter
One of the many things low on my to-do list (right down there with blogging more often) is to do more to promote the gospel and reasoning of Nick “IT Doesn’t Matter” Carr (he uses the less definitive “Does IT Matter?” when trying to sell books to swing audiences). His argument is that since technology…
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Utility Computing or Futility Computing?
Perhaps the network is not in fact the computer. The Register reports that after 14 months Sun still doesn’t have any customers for their $1/CPU/hour computing service. It is easy to pick on Sun, but they’ve made the same fundamental error that everyone touting utility, grid, on demand and other flavors of buzzword computing…