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 The new CAPEX numbers are here! The new CAPEX numbers are here! My Writing Follow the CAPEX: Q3 2026 Scorecard A chart that got left on the…
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 season is here! The anticipation got so intense I forgot to write last week. My Writing Cleveland’s Big Lesson for Seattle I return to Cleveland (only…
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 Sigh. News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle Part II We really can’t expect Oracle to abide by the spirit or letter of the…
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 coming weeks. News Who Remembers VMforce? Salesforce modus operandi on full display: A breathless press release (albeit very light…
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…