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
-
Platformonomics TGIF #54: June 14, 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. An interesting week as the strategic fault lines creak and shudder. My Writings Why Can’t Oracle Build Data Centers? I asked before Oracle’s earnings announcement why the company can’t seem to build…
-
Platformonomics TGIF #53: June 7, 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. Thanks for all the feedback as we passed the one year milestone for this newsletter. Keep it coming on what you like and dislike. News You Can’t Spell “Glue on Pizza” Without…
-
Platformonomics TGIF #52: May 31, 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. This marks a year of these newsletters (elapsed time a little longer)! I enjoy the writing process, find it helps me refine my thinking without all the work of longer essays, and…
-
Platformonomics TGIF #51: May 24, 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. It has been three weeks and a lot has happened — let’s fire this thing up again! News NVIDIA Earnings: Civilization Endures At least for another quarter… We will wait for their…
-
Platformonomics TGIF #50: May 3, 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. Platformonomics is off the next two weeks (recovering from Clown Week and the Q1 CAPEX numbers). Look for our next missive May 24th. News Q1 Amazon CAPEX Amazon is the last of…