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Platformonomics TGIF #123: April 10, 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 News Anthropic: A $3 Trillion IPO? Fractional CEO, teller of big tales, and stickler for securities law Elon Musk is floating a 100 times revenue multiple for…
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Boxed In
via Flickr The oft-repeated explanation for Box’s failure to IPO is that they somehow filed at a bad time and “missed the window”. As usual with Box, the sound bites are better than the substance. They filed on March 24th of this year, a year that has seen the most IPOs since 2000. Since…
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Segmenting Virtual Reality
When you say virtual reality today, most people think of Oculus VR. They singlehandedly resuscitated the ‘90s flash-in-the-pan that was virtual reality (with no small help from Moore’s Law). But the space is developing quickly and there are multiple segments emerging with very different capabilities, price points and challenges: PC VR – the Oculus Rift…
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Ballmer vs. Chambers: A Corporate Cage Match
Amidst adding Cisco to Dinosaur Row, I asked someone “If Steve Ballmer got run off by Wall Street, how does John Chambers still have a job?” Both are/were long-tenured, non-founder CEOs of two of the biggest technology companies. Both have presided over erosion of prior dominance during the course of the 21st century, even as…
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Tweetstorm Digest: July 10, 2014
Reprising today’s @charlesfitz Tweetstorm: 1\ Some quick reactions to @satyanadella morning Microsoft missive (sprawling, like the company). 2\ A first step to answering the biggest question about the company: why does it exist beyond just perpetuating its past? 3\ Shift from vapid (realizing potential) or means (devices & services, cloud-first/mobile-first) to end (productivity) is long…
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Dinosaur Row
IBM’s cloudy predicament is now widely understood. BusinessWeek made IBM’s existential crisis a cover story (a concept that doesn’t really exist any more if you read the publication online): Forbes then called out recently departed IBM CEO Sam Palmasaino for his financial engineering shenanigans with “Why IBM is in Decline”. Cringely went one better with…