-
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…
Get Platformonomics Updates By Email
-
WARMer or Colder?
Here we are, over a year since we last checked in on Windows 8, and the latest aspirant to the Microsoft operating system dynasty continues its slow meander to market. Since our last installment: Apple has shipped over 55 million iPads. I wonder how many versions of the iPad will ship before we see Windows…
-
Do Not Call: Robodialer Retaliation Coming Soon?
I despise robodialers and their political masters who exempt themselves from the popular Do Not Call legislation. At one point in these pages I dreamed of retaliating in kind against those who wield them: Retaliate in kind – I could imagine a new service that lets you sic your own robodialer on the people who…
-
Amazon: Retailer or Platform Company?
Amazon’s App Store for Android has been denounced as “Rotten To The Core” by Shifty Jelly, a small Australian developer. It would be safe to say Shifty Jelly’s experience as the “Free App of the Day” didn’t meet their expectations. The headline complaint was that developers don’t actually get paid by Amazon when they’re the…
-
A Tale of Two Stocks
IBM MSFT Revenue (TTM) $101.62 billion $68.62 billion Profit (TTM) $15.1 billion $21.79 billion Net Margin 14.9% 31.8% Price/Earnings 14.28 9.72 Forward P/E 11.67 8.84 Price/Sales 2.03 3.01 PE/Growth 1.33 0.9 Price/FCF 19.19 10.74 Dividend Yield 1.76% 2.61% Debt/Equity 1.33 0.22 EPS 5 yr growth 18.59% 13.34% Revenue 5 yr growth 1.85% 9.45% Source:…
-
Fun With Numbers: New York Times Digital Subscriptions Edition
We run the numbers so you don’t have. There are four new options: Plan Description Rate (every four weeks) Free 20 free articles a month plus unlimited access to the home page, section fronts, blog fronts and classified. Plus free access via search engines, the Facebook and Twitter. $0 NYTIMES.COM + Smartphone app Unlimited access…