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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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Third Time’s a Charm?
So now Microsoft joins the rumored array of aspiring watchmakers. Every story includes an obligatory reference to the Microsoft SPOT watch and its FM sideband broadcast technology: Yet there was an even earlier Microsoft watch. Industry history, it turns out, predates the archives of any tech blog, even those that stretch all the way back…
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A Very Targeted Tax Cut
We are in new territory with PC sales in freefall after a new release of Windows and, as some analysts contend, because of Windows 8. Even the Windows Vista “Vistaster” didn’t see PC sales to implode. Discussions of Microsoft are moving beyond product recriminations to the more fundamental. The time-honored strategy of tying new…
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IBM: How Much Longer Do the Good Times Last?
by mcdlttx I have not written about IBM for a while (or really anything ;-), but one of my recurring themes is IBM’s wholesale transition from what was once the world’s premier technology company (admittedly this was decades ago, but their relative and inflation-adjusted historical dominance is clear) into a financial engineering company.…
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Change as a Constant
This is a nice illustration of just how much can change in twenty years and how quickly fundamental geopolitical assumptions can collapse: Imagine that you were alive in the summer of 1900, living in London, then the capital of the world. Europe ruled the Eastern Hemisphere. There was hardly a place that, if not ruled…
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The Rise of the Machines – A Reading List
A recurring theme from this summer’s reading: The Fear Index – Robert HarrisHarris is best known for relatively highbrow historical thrillers spanning ancient Rome to the Second World War but has been inhabiting the present of late. Here he delivers a taut thriller where a quant hedge fund’s black box moves beyond trading the markets…