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.

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  • Platformonomics TGIF #104: October 17, 2025

    Platformonomics TGIF #104: October 17, 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 Wouldn’t it be ironic if the next credit crisis was not caused by AI, but by more mundane actors like auto parts conglomerates, used car resellers, and…

  • Platformonomics TGIF #103: October 10, 2025

    Platformonomics TGIF #103: October 10, 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 We are all truly now CAPEX obsessives and it is exhausting. Another candidate for describing our noble readers: platformniacs. No small number of you are no doubt…

  • Platformonomics TGIF #102: October 3, 2025

    Platformonomics TGIF #102: October 3, 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 The universe served up a lot of humor this week. In an effort to motivate myself to complete them, I’ll note I have serious (“serious”?) posts under…

  • Platformonomics TGIF #101: September 26, 2025

    Platformonomics TGIF #101: September 26, 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 I have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit…

  • Platformonomics TGIF #100: September 19, 2025

    Platformonomics TGIF #100: September 19, 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 Wow — we’ve hit a hundred of these newsletters. With a few hundred more we might start to get the hang of it! Thanks in the meantime…