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Platformonomics TGIF #122: April 3, 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 I made another appearance on the Telco in 20 podcast, where we talked about hundreds of billions of HyperCAPEX spend and asked what ever happened to the…
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Introducing the Platformonomics Cloud Reactor Tracker
“The best time to build new nuclear plants was 20 years ago. The second-best time is now.” I’ve been urging the hyper-scale clouds to go nuclear for a couple years. They’ve all now stepped up and announced nuclear power plans. It will be a long game as they navigate a labyrinth of licensing, lobbyists, litigation,…
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Platformonomics TGIF #72: November 8, 2024
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 So many favorite threads require pulling this week. News Navigating Nuclear Obstacles: The Utilities Deploying and utilizing nuclear power in the US is an endurance race through…
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Platformonomics TGIF #71: November 1, 2024
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 It is CAPEX Week!!! Our quarterly celebration of the Big, the Small and the Negative. Soon to be a major motion picture! My Writing A Post About…
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A Post About The Washington Post
Tl;dr – another installment of the media focusing on everyone’s business but their own I cancelled my subscription to the Washington Post last week, along with lots of other people it seems. But I didn’t cancel because of owner Jeff Bezos’ last-minute decision that the Post would not endorse a Presidential candidate. The (lack of)…
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Platformonomics TGIF #70: October 25, 2024
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 It is definitely scary clown season. News ClownWatch™: IBM Reports Negative CAPEX IBM shatters the zero lower bound to retain their crown as the clowniest CAPEX clown…