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Platformonomics TGIF #124: April 17, 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. News CAPEX Clues: After the Press Release I’m impressed only 40% of data center builds are behind schedule. That number is likely to…
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More SORE
Larry Ellison is banging the drum about how Soracle is serious about keeping Sun’s hardware business. What should we conclude from this? That Oracle desperately wants to get rid of Sun’s hardware business…
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Is Twitter the Next Second Life?
The Christian Science Monitor puts this link-baiting headline (ok, it worked) on a story about Twitter’s retention rate. They don’t answer the question (or even mention Second Life) in the story , but if you want an answer there is a clear tell here: IBM. In the absence of announcements about making Twitter run on…
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Windows XP Really is Immortal
Yesterday I was wondering how Microsoft will price Windows 7 for the netbook market and speculated that Microsoft could always keep offering the immortal Windows XP if necessary. And just like that, the edict came down from upon high. This suggests the OEMs aren’t falling for Windows 7 Starter Edition and Home Premium will be…
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Notes from the Super Heavyweight Bout
A few observations on the super heavyweight, no-holds-barred, ultimate cage match between Google and Microsoft. Some of these have been rattling around in my head for a while so please excuse my inability to embrace the real-time “what are you thinking (or eating) this instant” Twitter aesthetic. Google’s Soft Landing Google’s Q4 and Q1 performance…
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Fixations
Microsoft (market cap $182 billion) is fixated on Google. Google (market cap $122 billion) is fixated on Facebook. Facebook (market cap ~$3 billon) is fixated on Twitter. Who or what is Twitter fixated on? Revenue? Uptime? Oprah? Rolling up the $300 billion in market cap chasing them?