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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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Segmenting Virtual Reality
When you say virtual reality today, most people think of Oculus VR. They singlehandedly resuscitated the ‘90s flash-in-the-pan that was virtual reality (with no small help from Moore’s Law). But the space is developing quickly and there are multiple segments emerging with very different capabilities, price points and challenges: PC VR – the Oculus Rift…
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Ballmer vs. Chambers: A Corporate Cage Match
Amidst adding Cisco to Dinosaur Row, I asked someone “If Steve Ballmer got run off by Wall Street, how does John Chambers still have a job?” Both are/were long-tenured, non-founder CEOs of two of the biggest technology companies. Both have presided over erosion of prior dominance during the course of the 21st century, even as…
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Tweetstorm Digest: July 10, 2014
Reprising today’s @charlesfitz Tweetstorm: 1\ Some quick reactions to @satyanadella morning Microsoft missive (sprawling, like the company). 2\ A first step to answering the biggest question about the company: why does it exist beyond just perpetuating its past? 3\ Shift from vapid (realizing potential) or means (devices & services, cloud-first/mobile-first) to end (productivity) is long…
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Dinosaur Row
IBM’s cloudy predicament is now widely understood. BusinessWeek made IBM’s existential crisis a cover story (a concept that doesn’t really exist any more if you read the publication online): Forbes then called out recently departed IBM CEO Sam Palmasaino for his financial engineering shenanigans with “Why IBM is in Decline”. Cringely went one better with…
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Beauty is in the Eye of the Beholder, Not the Copywriter
I have given this speech at least three times this month so it is time to commit it to permalink: You don’t get to proclaim your product is beautiful. Beauty is subjective. If your labor of love really is beautiful, people will notice and may even say so (feel free to quote the hell out…