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 #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…
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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…
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Platformonomics TGIF #107: November 7, 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 All AI through-line this week. News Did OpenAI Find the Money This Week? I interpret that as OpenAI subsequently walked back the comment, offered a blizzard of…
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Platformonomics TGIF #106: October 31, 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 CAPEX WEEK is always spooky! My Writing Follow the CAPEX: Q3 2025 Scoreboard The quarterly HyperCAPEX update warrants its own post. Is $114 billion a lot? Previous:…
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Platformonomics TGIF #105: October 24, 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 Still more narratives than dollars. News Did OpenAI Find the Money This Week? Announcing spending plans is easy. Paying for them is hard. Especially when the funding…