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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 #87: April 11, 2025
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 -Onomics continues to dominant this week, but there is some tech insanity as well. Newsletters will be infrequent to non-existent in coming weeks, as Platformonomics will be…
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Never Take a Dependency on Elon Musk: Grok API Edition
I’ve written before about why you should never take a dependency on Elon Musk for anything, but the introduction of an API for Grok AI compels me to further belabor this point. APIs are a sacred covenant between platforms and developers, and should be neither casually offered nor casually embraced. Relying on an API is…
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Platformonomics TGIF #86: April 4, 2025
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 Leaning into the -onomics this week as platform antics seem so trivial right now. Feeling bad I didn’t write that 6,000 word post on trade I’d been…
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Platformonomics TGIF #85: March 28, 2025
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 Denial and delusion is our theme for the week. Data center demand. Google Cloud’s GPU offering. Oracle “security”. A European “hyperscaler”. Amazon branding. DOGE Porting Plans. Private…
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Platformonomics TGIF #84: March 14, 2025
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 Lots of database vampire and antitrust incoherence this week. No missive next week. News ClownWatch™: Oracle FY25 Q3 Database vampire, the x-axis of cloud CAPEX and most…