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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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Dinosaur Down: IBM’s Q3 Earnings
The earnings release speaks for itself (love that typeface – they must still do press releases on a Selectric typewriter in the IBM museum), but a few comments: A billion dollar (as in $1,000,000,000) miss on the top line. Everything in varying levels of freefall, led by the swan dive of the hardware business (Power…
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Exploring Alternative History
Bloomberg has a nice piece revisiting the broad vision Microsoft laid out in June 2000 at the grandiosely named Forum 2000. They even have an edited cut of some of the scenario videos developed for the event to bring the vision to life. The event was originally scheduled to open the new millennium in January…
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The Disruptors vs. the Disrupted
The IBM blizzard of bullshit around their cloud position continues. IBM’s Cloud Congame Instead of broader positioning, they’re exaggerating Gartner – SmartCloud was dead last. SoftLayer not much better. CIA – IBM contesting not on merit, but on… Barb called on the coveted Dept of Interior win SA – IBM is defining p-series…
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Looking Ahead
With the initial frenzy around the great Ballmer succession sweepstakes slowing down, lets look ahead at how things may play out: Timing I can’t believe this will take 12 months to resolve or that the company can afford to let it drag on that long. If the board can’t find a new CEO in three…
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Filling Big Shoes
via Flickr There is a lesson in the all-around thrashing Steve Ballmer has received in recent days about filling the shoes of the greats: don’t. Anyone who succeeds one of the greats -– be it Bill Gates, Steve Jobs, Jack Welch, Peter Lynch, Warren Buffett, Michael Jordan or Peter the Great -– is likely…