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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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Beauty is in the Eye of the Beholder, Not the Copywriter
I have given this speech at least three times this month so it is time to commit it to permalink: You don’t get to proclaim your product is beautiful. Beauty is subjective. If your labor of love really is beautiful, people will notice and may even say so (feel free to quote the hell out…
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Small Blue and the Bonsai Datacenter
Via Flickr IBM today announced new datacenter investment plans to bolster its cloud computing presence. They’re going to spend $1.2 billion to build 15 new datacenters (seen above, lower shelf). After some consultation with the Twitterati on matters of long division, it appears IBM is going to spend a whopping $80 million per datacenter.…
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Chump Change
Payments companies are hot. Square has a $3.25 billion valuation. Braintree just sold to PayPal for $800 million and Stripe is probably worth even more. The venerable PayPal was 40% of eBay’s revenues last year and remains its growth engine. Square is supposedly on a trajectory to process about $15 billion in transactions this year…
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A Dispatch from Cloud City
A few end of the year observations from Cloud City (aka Seattle): Image via TK769 Cloud Infrastructure AWS remains a beast. Yet a chink in their armor is emerging… Azure has become the clear challenger to AWS. The much maligned Mr. Ballmer is not getting credit for Microsoft’s embrace and execution on cloud. Unlike most…
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Microsoft Decisions: What and Who
via Flickr Bloomberg has a piece today in which multiple off the record representatives of the Stephen Elop campaign share their candidate’s vision for the future of Microsoft. In a nutshell: more Office and axe Bing and Xbox. This is a hearty endorsement for what has become the conventional wisdom, on Wall Street and…