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Platformonomics TGIF #121: March 27, 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 Service has resumed. News UnfocusedAI Strategy Du Jour: “We’re an Enterprise Company!” To paraphrase Donald Rumsfeld, you go into the enterprise with the team you hired from…
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Platformonomics TGIF #38: February 2, 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. You’re all no doubt recovering from this week’s CAPEX festivities. News Follow the GPUs: Cloud CAPEX We’re wrapping up the Superbowl for CAPEX obsessives, when the hypercloud companies reveal their annual infrastructure…
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Platformonomics TGIF #37: January 26, 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. You no doubt are in final preparations for next week. I certainly am. News Private Equity in Action: Media Division Private equity relentlessly demonstrates, despite all their claims to the contrary, they…
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Platformonomics TGIF #36: January 19, 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. Things still seem a little slow early in 2024. Not sure how much of that is the Davos reality distortion black hole and how much is people (wisely) saving their energy for…
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Platformonomics TGIF #35: January 12, 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. SUBSCRIBE Slowish week. No doubt everyone is busy preparing for the release of annual CAPEX numbers in a couple weeks. News Private Equity in Action: VMware First layoffs. Then price increases. Now…
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Platformonomics TGIF #34: January 5, 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. We’re back and Happy New Year! We’ll start the year with some predictions about what will (and will not) happen in 2024 (at least as it will be chronicled here). We Will…