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Platformonomics TGIF #123: April 10, 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 News Anthropic: A $3 Trillion IPO? Fractional CEO, teller of big tales, and stickler for securities law Elon Musk is floating a 100 times revenue multiple for…
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A Handicapper’s Guide
via Flickr With the announcement that SteveB will depart within the year, there is all kinds of speculation about his successor, much of it ranging between vapid and nutty. There are three classes of candidate: Internal Candidates While people are having fun going through every headshot of the Senior Leadership Team as a possible CEO…
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Forget Summers and Yellen: Let a Bot Run the Federal Reserve
via Flickr The shameless campaigning and cat fight over who should be our next Federal Reserve Chair has only served to underscore the inevitable human flaws and lack of omniscience of whoever is ultimately appointed, all while further politicizing and debasing the office. I argued four years ago a bot could do that job…
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Now Every Company Really Is A…
via Seattle Municipal Archives My stump speech seven or eight years ago included two assertions: 1.) every company is now a media company and 2.) every company is now a software company. Someone recently reminded me of that pitch and while it seems obvious today, it was definitely before its time. The globe-spanning organizational behemoths…
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Open Season: A Short Industrial Drama
Cloud Foundry had a pretty good week with endorsements from Baidu and IBM. Both relationships were developed after I left VMware so what follows is purely speculation on my part. But some companies have a tough time getting over their history and playbooks, so it is easy to imagine how things went down. Warning: this…
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Dino Watch: IBM’s Q2 Results
Image via Flickr Our favorite “technology” company IBM “beat” the number last week and saw its stock pop on Thursday after announcing earnings. Bloomberg cheered the results: “IBM Raises Annual Forecast After Earnings Top Analyst Estimates” International Business Machines Corp. (IBM), the largest computer-services company, topped estimates with its second-quarter earnings and raised its…