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Platformonomics TGIF #124: April 17, 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. News CAPEX Clues: After the Press Release I’m impressed only 40% of data center builds are behind schedule. That number is likely to…
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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…
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A Handicapper’s Guide
via Flickr With the announcement that SteveB will depart within the year, there is all kinds of speculation about his successor, much of it ranging between vapid and nutty. There are three classes of candidate: Internal Candidates While people are having fun going through every headshot of the Senior Leadership Team as a possible CEO…
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Forget Summers and Yellen: Let a Bot Run the Federal Reserve
via Flickr The shameless campaigning and cat fight over who should be our next Federal Reserve Chair has only served to underscore the inevitable human flaws and lack of omniscience of whoever is ultimately appointed, all while further politicizing and debasing the office. I argued four years ago a bot could do that job…
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Now Every Company Really Is A…
via Seattle Municipal Archives My stump speech seven or eight years ago included two assertions: 1.) every company is now a media company and 2.) every company is now a software company. Someone recently reminded me of that pitch and while it seems obvious today, it was definitely before its time. The globe-spanning organizational behemoths…
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Open Season: A Short Industrial Drama
Cloud Foundry had a pretty good week with endorsements from Baidu and IBM. Both relationships were developed after I left VMware so what follows is purely speculation on my part. But some companies have a tough time getting over their history and playbooks, so it is easy to imagine how things went down. Warning: this…