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 #89: June 6, 2025

    Platformonomics TGIF #89: June 6, 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 And we’re back! A lot has happened in recent weeks while I was indisposed and/or distracted which I may or may not revisit. But most importantly, I’ve…

  • Platformonomics TGIF #88: May 9, 2025

    Platformonomics TGIF #88: May 9, 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’re back, at least briefly. More regular weekly installments should resume May 30. This week: Q1 CAPEX, Elon bolsters the case for not taking a dependency on…

  • Platformonomics TGIF #87: April 11, 2025

    Platformonomics TGIF #87: April 11, 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 -Onomics continues to dominant this week, but there is some tech insanity as well. Newsletters will be infrequent to non-existent in coming weeks, as Platformonomics will be…

  • Platformonomics TGIF #86: April 4, 2025

    Platformonomics TGIF #86: April 4, 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 Leaning into the -onomics this week as platform antics seem so trivial right now. Feeling bad I didn’t write that 6,000 word post on trade I’d been…

  • Platformonomics TGIF #85: March 28, 2025

    Platformonomics TGIF #85: March 28, 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 Denial and delusion is our theme for the week. Data center demand. Google Cloud’s GPU offering. Oracle “security”. A European “hyperscaler”. Amazon branding. DOGE Porting Plans. Private…