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Platformonomics TGIF #121: March 27, 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 Service has resumed. News UnfocusedAI Strategy Du Jour: “We’re an Enterprise Company!” To paraphrase Donald Rumsfeld, you go into the enterprise with the team you hired from…
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Platformonomics TGIF #94: July 18, 2025
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. Still planning a post on just how much CAPEX negative cash flow company Oracle has signed up to spend. My Writing Meta AI:…
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Meta AI: Founder Mode or “Win Now” Mode?
Meta’s frantic AI moves have big pro sports franchise “win now” vibes. The owner is fed up and wants a championship. This year. The team had a promising start last season but ended up 6-10, finishing with a (Llama) 4 game losing streak. The franchise has been beset with turmoil, suffering from high turnover and…
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Platformonomics TGIF #93: July 11, 2025
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 Optimism abounds about getting a (disproportionate) piece of the AI pie! News CAPEX Clues: The Music is Still Playing, For Now… I’ve been skeptical about all the…
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Platformonomics TGIF #92: June 27, 2025
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 Busy week for AGI and private equity! News Don’t Make Me Declare AGI! OpenAI and Microsoft continue to (re)negotiate in public. Last week OpenAI threatened to call…
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Platformonomics TGIF #91: June 20, 2025
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 Socrates Says Writing Will Rot Your Brain Academics Say ChatGPT Will Rot Your Brain This is a small and easy to critique study, but still got…