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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 #78: January 31, 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 We have some early CAPEX returns! The full 2024 retrospective for CAPEX obsessives will follow after we get Amazon and Google numbers. News Meta CAPEX – Q4…
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Platformonomics TGIF #77: January 24, 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 I skipped last week’s newsletter as all I had were typical EU inanities. Instead I got two standalone posts done. We’re busy girding up for the most…
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Welcome to the Khakiocracy
A system of government closely related to both kakistocracy (the rule of the least competent) and kleptocracy (the rule of thieves), khakiocracy is the rule of venture capitalists, our Silicon Valley saviors. Self-appointed, self-assured and self-interested, these khaki-clad bros always have the answer, no matter how complex, novel, or unusual the situation. They can master…
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The Inflation-Adjusted Unicorn
Aileen Lee coined the term “unicorn” in 2013 to describe billion-dollar startups. The name was chosen because unicorns are “extremely rare, and magical”. Despite that scarcity, unicorns must be herded up to deliver the returns expected from venture capital. Once explicitly defined, unicorns became much less rare, as Goodhart’s Law predicts (“When a measure becomes…
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Platformonomics TGIF #76: January 10, 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 And we’re back! Welcome to 2025, which will mark the 20th anniversary of this blog. Expect insufferable celebrations thereof (updated slogan: “Entertaining Myself Here For Twenty Years…