Newsletter

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.

  • Platformonomics TGIF #112: January 16, 2026

    Platformonomics TGIF #112: January 16, 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 So much for last week’s hope we could ignore antitrust and the EU. My apologies. Mostly we’re gearing up for the end-of-the-month’s CAPEX reports (what some people…

  • Platformonomics TGIF #111: January 9, 2026

    Platformonomics TGIF #111: January 9, 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 Welcome to 2026! (Admittedly a leisurely start at our end). At the beginning of the year I always have grand ambitions to write more, truly let go…

  • Platformonomics TGIF #110: December 12, 2025

    Platformonomics TGIF #110: December 12, 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 This will be the year’s last newsletter from Platformonomics (our slogan: you get what you pay for!). Happy New Year and see you in 2026! Overpromise! Underdeliver!…

  • Platformonomics TGIF #109: November 21, 2025

    Platformonomics TGIF #109: November 21, 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 Barring a five-alarm blogging emergency, there will be no newsletter next week or the following week. Tune back in December 12th, when we inevitably scrutinize Oracle’s latest…

  • Platformonomics TGIF #108: November 14, 2025

    Platformonomics TGIF #108: November 14, 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 Reality is starting to reassert itself! News Discounting Oracle’s Remaining Performance Obligation Oracle has now given back more in market cap than it gained from announcing $300…