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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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Soracle
Proposed stock symbol: SORE Customer line: “I’m a SORE customer…” Rejected names: Sunacle? Too close to Unocal. Orasun? Sounds like a cloying dental product. Orsun? You could easily swap Ellison for Hearst in the remake of Citizen Kane… Ok, so this isn’t a merger of equals. It is the end of Sun. Only Oracle survives. …
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Circling the Drain – Maybe the Government Can Help?
Policymakers have woken up to the plight of the newspapers and are on the problem: Post Post-Intelligencer The newsprint carcass of the Seattle PI isn’t even cold yet and we’re already learning new (and perhaps revisionist) things about the departed: The two best print newspapers in the United States – the Seattle Post-Intelligencer, and the…
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From an Undisclosed Location
Somewhere, the team of guards that has been keeping Scott McNealy gagged and under lock and key in recent years has been doubled and they’ve taken to sedating him to ensure he doesn’t pop off about the prospect of IBM buying Sun and perhaps prevent Sun from being put out of their (and our) misery…
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Book Review: Daemon – Daniel Suarez
Daniel Suarez’s Daemon is a kick in the head akin to Neuromancer or Snow Crash. But unlike those two, it is set in essentially the present day and can be realized with today’s technology or close to it. Prepare to open your eyes to a whole new vector of malevolent computing. No doubt the book…
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Pre-Reading for the Apocalypse
Hopefully these are contrarian indicators: Social Collapse Best Practices – Dmitry Orlov (podcast)Lessons from the USSR. Wall Street on the Tundra – Michael Lewis The making of Reykjavík-on-Reykjavík. Buy Farmland – Jim Rogers “We’re still going to eat, probably.” The Forgotten Man – Amity Schlaes Making the Great Depression great. Global Catastrophic Risks – Martin…