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Platformonomics TGIF #120: March 13, 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 No newsletter next week. Try to amuse yourselves. News Oracle “Beats”: Q3 FY26 Oracle “beat” the number this quarter and Wall Street sent the stock upwards almost…
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Platformonomics TGIF #105: October 24, 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 Still more narratives than dollars. News Did OpenAI Find the Money This Week? Announcing spending plans is easy. Paying for them is hard. Especially when the funding…
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Platformonomics TGIF #104: October 17, 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 Wouldn’t it be ironic if the next credit crisis was not caused by AI, but by more mundane actors like auto parts conglomerates, used car resellers, and…
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Platformonomics TGIF #103: October 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 We are all truly now CAPEX obsessives and it is exhausting. Another candidate for describing our noble readers: platformniacs. No small number of you are no doubt…
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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…