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 #71: November 1, 2024

    Platformonomics TGIF #71: November 1, 2024

    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 is CAPEX Week!!! Our quarterly celebration of the Big, the Small and the Negative. Soon to be a major motion picture! My Writing A Post About…

  • Platformonomics TGIF #70: October 25, 2024

    Platformonomics TGIF #70: October 25, 2024

    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 is definitely scary clown season. News ClownWatch™: IBM Reports Negative CAPEX IBM shatters the zero lower bound to retain their crown as the clowniest CAPEX clown…

  • Platformonomics TGIF #69: October 18, 2024

    Platformonomics TGIF #69: October 18, 2024

    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 Busy week! News The Nuclear Call to Action To revisit my agenda from a couple years ago: The best time to build new nuclear plants was 20…

  • Platformonomics TGIF #68: October 11, 2024

    Platformonomics TGIF #68: October 11, 2024

    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 Another week of our favorite threads unspooling… News Antitrust Incoherence: Google Breakup Rumors We’re going through another round of Google remedy rumors. Some are legal posturing, some…

  • Platformonomics TGIF #67: October 4, 2024

    Platformonomics TGIF #67: October 4, 2024

    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 News CAPEX: You Ain’t Seen Nothing Yet Jordan Novet at CNBC digs into Microsoft’s future CAPEX commitments in the form of finance leases (mostly for servers). Those…