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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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Remaining CAPEX Obligation
Rather than further update the last post, we’ll start anew. In our preparation for this week’s Oracle earnings, we wrote: Absolute bestest most glorious company ever in entire universe of all time prepare awesome-sauce victory lap. With tomorrow’s earnings announcement the database vampire will permit us to bask in their greatness and invite us to…
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Why Can’t Oracle Afford Data Centers?
Tl;dr – Oracle remains the x-axis of AI/cloud computing (but their revenue forecasts are geometric) Update: Oracle reported earnings yesterday, missing on both revenue and profit expectations and reporting slower growth than the much larger Amazon, Google, Meta and Microsoft. Free cash flow dropped deeper into the red. Oracle’s CAPEX spend dropped from $9.2 billion…
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Platformonomics TGIF #98: September 5, 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 live in unserious times (which will have serious consequences). Speaking of the unserious, lots of antitrust news this week. News Antitrust Incoherence: Elon Musk Edition Prolific…
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Platformonomics TGIF #97: August 22, 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 Some of our favorite characters continue to work hard this summer. News AI Mulligan Taker Meta Takes Another Mulligan Can’t wait to hear Meta’s AI strategy (vs.…
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Platformonomics TGIF #96: August 15, 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 Another intermittent summer issue. Fortunately some of our favorite sources of comedic inspiration are working much harder than Platformonomics this summer. News CAPEX Clues: AWS Quarterly CAPEX…