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.

After signup, you will receive a confirmation email. Your subscription will start after you acknowledge that email.

  • Platformonomics TGIF #122: April 3, 2026

    Platformonomics TGIF #122: April 3, 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 I made another appearance on the Telco in 20 podcast, where we talked about hundreds of billions of HyperCAPEX spend and asked what ever happened to the…

  • Platformonomics TGIF #121: March 27, 2026

    Platformonomics TGIF #121: March 27, 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 Service has resumed. News UnfocusedAI Strategy Du Jour: “We’re an Enterprise Company!” To paraphrase Donald Rumsfeld, you go into the enterprise with the team you hired from…

  • Platformonomics TGIF #119: March 6, 2026

    Platformonomics TGIF #119: March 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 I did a local radio appearance (?) on KIRO to talk about Cleveland as a cautionary tale for Seattle (audio, video). Somehow they chose SteveB screaming “developers”…

  • Platformonomics TGIF #118: February 27, 2026

    Platformonomics TGIF #118: February 27, 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 CAPEX retrospected! Onward! My Writing Follow the CAPEX 2025 Retrospective Letting an LLM take a shot at writing this piece was good for my sense of future…

  • Platformonomics TGIF #117: February 20, 2026

    Platformonomics TGIF #117: February 20, 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 CAPEX retrospective is almost done. Really. Numbers that big just take time to parse. In the meantime… News Did OpenAI Find the Money this Week? Pace…