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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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The Rise of the Machines – A Reading List
A recurring theme from this summer’s reading: The Fear Index – Robert HarrisHarris is best known for relatively highbrow historical thrillers spanning ancient Rome to the Second World War but has been inhabiting the present of late. Here he delivers a taut thriller where a quant hedge fund’s black box moves beyond trading the markets…
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WARMer or Colder?
Here we are, over a year since we last checked in on Windows 8, and the latest aspirant to the Microsoft operating system dynasty continues its slow meander to market. Since our last installment: Apple has shipped over 55 million iPads. I wonder how many versions of the iPad will ship before we see Windows…
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Do Not Call: Robodialer Retaliation Coming Soon?
I despise robodialers and their political masters who exempt themselves from the popular Do Not Call legislation. At one point in these pages I dreamed of retaliating in kind against those who wield them: Retaliate in kind – I could imagine a new service that lets you sic your own robodialer on the people who…
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Amazon: Retailer or Platform Company?
Amazon’s App Store for Android has been denounced as “Rotten To The Core” by Shifty Jelly, a small Australian developer. It would be safe to say Shifty Jelly’s experience as the “Free App of the Day” didn’t meet their expectations. The headline complaint was that developers don’t actually get paid by Amazon when they’re the…
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A Tale of Two Stocks
IBM MSFT Revenue (TTM) $101.62 billion $68.62 billion Profit (TTM) $15.1 billion $21.79 billion Net Margin 14.9% 31.8% Price/Earnings 14.28 9.72 Forward P/E 11.67 8.84 Price/Sales 2.03 3.01 PE/Growth 1.33 0.9 Price/FCF 19.19 10.74 Dividend Yield 1.76% 2.61% Debt/Equity 1.33 0.22 EPS 5 yr growth 18.59% 13.34% Revenue 5 yr growth 1.85% 9.45% Source:…