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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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World Cup Mania
I just got back from a week in Europe where, with the possible exception of France, it is all World Cup all the time. Imagine the Super Bowl lasting a month. The pads of butter on the plane were molded in the shape of a soccer ball (excuse my American characterization). The beer garden in…
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Enroncology
I’m fascinated by the Enron collapse and trial. The sheer brazenness and magnitude of the crimes is mind-boggling. WorldCom ended up eclipsing Enron to take the title of biggest financial fraud, but Enron is a better story. Everything at least seems bigger in Texas. If Shakespeare were working today, he’d he hard pressed to find…
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Down and Out-sourced
Kind of like blogging, I never quite get around to executing various ideas for hedge funds so I’ll share one. Big IT outsourcing deals are dead. They just don’t pan out as advertised, end up being renegotiated and/or leave companies unable to adapt to a changing world. The only customers with big outsourcing deals who…
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Why X Doesn’t Matter
One of the many things low on my to-do list (right down there with blogging more often) is to do more to promote the gospel and reasoning of Nick “IT Doesn’t Matter” Carr (he uses the less definitive “Does IT Matter?” when trying to sell books to swing audiences). His argument is that since technology…