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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 #69: October 18, 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 Busy week! News The Nuclear Call to Action To revisit my agenda from a couple years ago: The best time to build new nuclear plants was 20…
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Platformonomics TGIF #68: October 11, 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 Another week of our favorite threads unspooling… News Antitrust Incoherence: Google Breakup Rumors We’re going through another round of Google remedy rumors. Some are legal posturing, some…
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Platformonomics TGIF #67: October 4, 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 News CAPEX: You Ain’t Seen Nothing Yet Jordan Novet at CNBC digs into Microsoft’s future CAPEX commitments in the form of finance leases (mostly for servers). Those…
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Platformonomics TGIF #66: September 27, 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 A busy week for many of our favorite recurring characters: energy abundance, companies that masquerade as technology companies, the superpower of cheese, Chinese fellow travelers, and pernicious…
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Platformonomics TGIF #65: September 20, 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 Fun week! News An Even More Nuclear-Powered Cloud Previous: The Nuclear Power Vibe Shift Continues, Cloud Power Up, Not That Kind of Nuclear Cloud, Better Late Than…