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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…
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Book Review: The Big Switch
Nick Carr made his name with the provocative Harvard Business Review article “IT Doesn’t Matter” (free version here), its expansion into a less definitively titled book Does IT Matter? and his generally erudite blog. The charge of irrelevance hit the industry hard and elicited mostly incoherent and ineffective rebuttals (e.g. “hogwash”), which hampered real discussion…
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Whither the New York Times?
Marc Andreessen just initiated a deathwatch on the New York Times and it is unfortunately hard to disagree. As much as I enjoy the New York Times, on the web, through the very cool Times Reader and in finger-smudging print, the last time I dug into the numbers for the flagship New York Times newspaper…
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The End of an Era
(For me anyway). Today was my last day at Microsoft. I’m going to see if there is life beyond the 98052 zip code and make sure I avoid any future tolls on the 520 bridge. Microsoft was a phenomenal experience and I had the opportunity to work with an amazing array of people. The company…
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OpenSocial: Reality Sets In
A little over a month ago OpenSocial was hailed as “checkmate” and mesmerized the blogosphere. Now, the chorus of Kumbaya has been replaced by the cacophony of competition. As I argued earlier, OpenSocial was a game plan we’ve seen before, just not a particularly successful one. It transpires that:The OpenSocial spec remains incomplete and has…
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SOS
The Explorer went down Friday off the South Shetland Islands. The ship had a double bottom but not a double hull and evidently the side was punctured by ice. A “fist-sized hole” resulted in it slowly taking on water and losing power which disabled the pumps. They abandoned ship after several hours and the passengers and crew…