
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…

Warning: serious wonkery ahead. Not for the faint of chart. Amid discussions of how dire are the fiscal situations of American states and which state most resembles Greece, plus various initiatives on the ballot in the recent election, I was curious how our fair state of Washington stacks up in terms of fiscal responsibility and…
First it was Forbes, and now Goldman Sachs is raising the idea of splitting up Microsoft. When the Department of Justice proposed splitting Microsoft asunder, the company resisted it tooth-and-nail. Ten years later, it isn’t a crazy idea and could be done on Microsoft’s terms. It might just be the best way to unlock value…
Windows Mobile is a dinky business for Microsoft but it has assumed a much greater symbolic role as a lens to judge the company’s future prospects and its ability to compete outside of the traditional PC business (the inexplicable lack of a Windows tablet is more significant as the iPad is cannibalizing laptops but doesn’t…

Android is on fire and Gartner predicts it will be the number two mobile operating system worldwide this year, surpassing Apple and RIMM, but behind the seemingly immortal Symbian. Google embraced the ubiquity strategy and it is working. But they’re getting a free pass on whether it makes money on the assumption that Android handset…

Nothing like having the whole household awoken by a robocall early on a Sunday morning. The Do No Call law is a huge success. Over 190 million phone numbers are registered (including mine). That is truly impressive given it is opt-in. The law has been expanded a couple times since it was introduced, making registrations…