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Platformonomics TGIF #114: January 30, 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 It’s that most magical time of the year: HyperCAPEX season! Meta and Microsoft are in; Amazon and Google report next week. Full annual retrospective to follow (last…
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They Don’t Have the Money: OpenAI Edition
Tl;dr another installment of They Don’t Have the Money (previous edition: Oracle) OpenAI’s Wile E. Coyote moment approaches. OpenAI is the generational company of generative AI (sorry Meta, sorry Elon, it isn’t even close). They defined the space and lead the market, combining enormous ambition with stratospheric spending plans, unironically projecting needs in the trillions…
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Platformonomics TGIF #102: October 3, 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 The universe served up a lot of humor this week. In an effort to motivate myself to complete them, I’ll note I have serious (“serious”?) posts under…
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Platformonomics TGIF #101: September 26, 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 have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit…
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Platformonomics TGIF #100: September 19, 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 Wow — we’ve hit a hundred of these newsletters. With a few hundred more we might start to get the hang of it! Thanks in the meantime…
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Platformonomics TGIF #99: September 12, 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 There is no stock pump like an Oracle stock pump. My Writing I was forced to write not once but twice this week about Oracle’s shenanigans. Tl;dr…