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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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Platformonomics TGIF #54: June 14, 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. An interesting week as the strategic fault lines creak and shudder. My Writings Why Can’t Oracle Build Data Centers? I asked before Oracle’s earnings announcement why the company can’t seem to build…
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Why Can’t Oracle Build Data Centers?
This post resurfaces and expands a point in my recent post Follow the CAPEX: The Clown Car Race Checkered Flag in advance of Oracle’s June 11th earnings report. To hear Oracle tell it, they are the best-est and everything is always going super-fantastic. Earnings announcements are opportunities for others to bask in Oracle’s greatness. The…
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Platformonomics TGIF #53: June 7, 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. Thanks for all the feedback as we passed the one year milestone for this newsletter. Keep it coming on what you like and dislike. News You Can’t Spell “Glue on Pizza” Without…
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Platformonomics TGIF #52: May 31, 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. This marks a year of these newsletters (elapsed time a little longer)! I enjoy the writing process, find it helps me refine my thinking without all the work of longer essays, and…
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Platformonomics TGIF #51: May 24, 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. It has been three weeks and a lot has happened — let’s fire this thing up again! News NVIDIA Earnings: Civilization Endures At least for another quarter… We will wait for their…