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 #82: February 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. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft’s “Couple Hundred Megawatts” Bit of a freakout this week over rumors Microsoft had delayed or cancelled a “couple…
-
Platformonomics TGIF #81: February 21, 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 Here is the obligatory NotebookML podcast of last week’s CAPEX analysis. This technology is remarkably good at capturing the essence of a text, even one dense with…
-
Platformonomics TGIF #80: February 14, 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 Our annual CAPEX festivities have drawn to a close. Another great year! My Writing Follow the CAPEX: Cloud Table Stakes 2024 Retrospective My annual analysis of Biggest…
-
Platformonomics TGIF #79: February 7, 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 More 2024 CAPEX numbers! Full obsessive retrospective coming next week. News Amazon CAPEX – Q4 2024 Amazon’s CAPEX for the whole company was $27.834 billion in Q4…
-
Platformonomics TGIF #78: January 31, 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 have some early CAPEX returns! The full 2024 retrospective for CAPEX obsessives will follow after we get Amazon and Google numbers. News Meta CAPEX – Q4…