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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 #101: September 26, 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 I have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit…
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Platformonomics TGIF #100: September 19, 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 Wow — we’ve hit a hundred of these newsletters. With a few hundred more we might start to get the hang of it! Thanks in the meantime…
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Platformonomics TGIF #99: September 12, 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 There is no stock pump like an Oracle stock pump. My Writing I was forced to write not once but twice this week about Oracle’s shenanigans. Tl;dr…
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Remaining CAPEX Obligation
Rather than further update the last post, we’ll start anew. In our preparation for this week’s Oracle earnings, we wrote: Absolute bestest most glorious company ever in entire universe of all time prepare awesome-sauce victory lap. With tomorrow’s earnings announcement the database vampire will permit us to bask in their greatness and invite us to…
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Why Can’t Oracle Afford Data Centers?
Tl;dr – Oracle remains the x-axis of AI/cloud computing (but their revenue forecasts are geometric) Update: Oracle reported earnings yesterday, missing on both revenue and profit expectations and reporting slower growth than the much larger Amazon, Google, Meta and Microsoft. Free cash flow dropped deeper into the red. Oracle’s CAPEX spend dropped from $9.2 billion…