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Platformonomics TGIF #113: January 23, 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 The first hyperCAPEX companies report next week and I assume everyone is as giddy as I am for full 2025 CAPEX numbers. News Automating the Federal Reserve:…
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Do You?
The blogosphere was atwitter this weekend about Time magazine declaring “You” as their Person of the Year, essentially for all of your generous user-generated content contributions. Atwitter yet skeptical, branding it a sign of a bubble top, demolishing Time’s breathless explanation that “this time it is different”, invoking the lesser-known Time equivalent of the Sports Illustrated cover jinx…
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A New Approach to Earnings Calls?
I find the things I’d most like to blog about I unfortunately really can’t blog about (you’ll have to wait for my book). So I have to take advantage of industry events in which I don’t have a stake. The Oracle-SAP super heavyweight bout falls into this category except it hasn’t really turned into a…
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The HP Frenzy
Keep an eye on just how many reporters are getting bylines on stories about the HP corporate espionage debacle. It isn’t just one or two at each publication. An incomplete and cursory count reveals 16 different Wall Street Journal reporters with bylined stories. I don’t think they had that many when they unraveled the Enron…
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The HP Frenzy
Keep an eye on just how many reporters are getting bylines on stories about the HP corporate espionage debacle. It isn’t just one or two at each publication. An incomplete and cursory count reveals 16 different Wall Street Journal reporters with bylined stories. I don’t think they had that many when they unraveled the Enron…
