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.
Newsletter
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Platformonomics TGIF #115: February 6, 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 wussies on Wall Street are not so enthused about the CAPEX numbers and guidance for next year. But what they call “unsettling” we call a good…
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Platformonomics TGIF #114: January 30, 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 It’s that most magical time of the year: HyperCAPEX season! Meta and Microsoft are in; Amazon and Google report next week. Full annual retrospective to follow (last…
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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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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…
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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…