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 #92: June 27, 2025

    Platformonomics TGIF #92: June 27, 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 Busy week for AGI and private equity! News Don’t Make Me Declare AGI! OpenAI and Microsoft continue to (re)negotiate in public. Last week OpenAI threatened to call…

  • Platformonomics TGIF #91: June 20, 2025

    Platformonomics TGIF #91: June 20, 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 News Socrates Says Writing Will Rot Your Brain Academics Say ChatGPT Will Rot Your Brain This is a small and easy to critique study, but still got…

  • Platformonomics TGIF #90: June 13, 2025

    Platformonomics TGIF #90: June 13, 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 Oracle reported this week: still hyperbolic, not hypercloud. News Why Can’t Oracle Build Data Centers? FY25 Q4 Edition The most bestest cloud in the entire universe (also…

  • 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…