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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 #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…
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Oracle’s Data Center Difficulties: FY25 Q2
A quick clown CAPEX post since the Platformonomics TGIF weekly newsletter is done for the year. UPDATE: I got the spend number wrong. Oracle tries to make their CAPEX number look bigger by showing YTD or TTM numbers as opposed to the quarterly number. Despite making fun of them for this, I fell for it…
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Platformonomics TGIF #75: December 6, 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 This is the last newsletter of the year (I might still get a standalone post out). Enjoy the holidays and rest up in preparation for the 20th…
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Platformonomics TGIF #74: November 22, 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 No newsletter next week due to an anticipated food coma. News Who Should Buy Chrome? Lots of names getting thrown around as potential buyers: Meta, OpenAI, Microsoft,…
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Platformonomics TGIF #73: November 15, 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 Seeing a ramp in Bluesky and to a lesser extent Threads followers, presumably in response to the antics of thin-skinned, fractional President and CEO Elon. I broadcast…