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 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…
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. News Never Take a Dependency on Crazy Elon If you’re cheap enough, maybe no one will pay attention to all the risks of…
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 TGIT. Happy Fourth! My Writing Governor’s new economic council snubs startups, forgets AI I wrote another piece for GeekWire, this time on Washington Governor Bob Ferguson’s new…