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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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The Future of Advertising Isn’t…
Great piece in the New York Times today on the future of advertising. But it isn’t the dramatic (and oft-discussed) shift from off-line to more relevant and accountable on-line advertising. Rather, it zeros in on the shift of focus and spending to what happens after you’ve found a prospect, because finding a potential customer is just the beginning of marketing’s…
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Oracle BEArs Down
With a $6.66 billion (numerologists take note) unsolicited, all-cash bid for BEA Systems, Oracle further cements their role as the new Computer Associates, i.e. the ecosystem scavenger. BEA seems to have accepted they’re in the endgame, quibbling only about valuation and not their independence. Quick thoughts:The acquisition suggests Oracle’s Fusion middleware may not be quite the juggernaut the…
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IBM Beats Hasty Retreat
The ridiculous IBM “Outsourcing of Services” patent has been withdrawn and magnanimously returned to “the public domain”. Evidently IBM decided in September of 2006 they would stress filing patents with “significant technical content”. They are going to “sharply reduce” the filling of bogus, aka business method patents. The company had no comment on their tens of thousands…
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Patently Nonsense
IBM, whose position atop of the ranks of companies with the most patents awarded each year never quite holds up upon inspection of their actual patents, is offering up another gem.While still not a match for their all-time title holder of absurd patents, the infamous “restroom scheduling” patent (see the story and great headline from CNET), IBM continues…
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The Much Misunderstood Larry Ellison
It is not often I rally to Larry Ellison’s defense. In fact, it has never happened, unless you count that incident involving two underage interns, the failed MiG fighter acquisition and ten thousand cubic yards of Jello, but the legal settlement thereof bars further elaboration. Larry recently made a statement which people are assuming is just a typical, cynical, self-serving, Machiavellian exercise in spin…