Platformonomics TGIF is a weekly roll-up of links, commentary, updates and occasional snark. The goal is quicker posts that complement my less frequent bigger essays and allow more timely pulling of my favorite threads. A lot of what once would have gone to Twitter now shows up in the newsletter.
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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 will be spotty to non-existent in the next month. News Actual Data about Data Centers The best argument the New York Times can muster against data…
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 Giddy up! News Talking Cleveland on KIRO John Curley at KIRO had me back on the radio (look it up kids) to recap the trip to Cleveland…
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 Summer is flying by… News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle We’ve written at length about the financial risks of Oracle’s Hail Mary scramble…
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 Q2 CAPEX numbers are here, the Q2 CAPEX numbers are here! My Writing Follow the CAPEX: Q2 2026 Scoreboard Amazon, Google, Meta and Microsoft spent almost…
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 resumed! News Google CAPEX – Q2 2026 A good start! (Though Wall Street seems to disagree). Google CFO commentary: CapEx was $44.9 billion in the second…