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Platformonomics TGIF #124: April 17, 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 No newsletter next week. News CAPEX Clues: After the Press Release I’m impressed only 40% of data center builds are behind schedule. That number is likely to…
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Platformonomics TGIF #74: November 22, 2024
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 No newsletter next week due to an anticipated food coma. News Who Should Buy Chrome? Lots of names getting thrown around as potential buyers: Meta, OpenAI, Microsoft,…
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Platformonomics TGIF #73: November 15, 2024
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 Seeing a ramp in Bluesky and to a lesser extent Threads followers, presumably in response to the antics of thin-skinned, fractional President and CEO Elon. I broadcast…
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Introducing the Platformonomics Cloud Reactor Tracker
“The best time to build new nuclear plants was 20 years ago. The second-best time is now.” I’ve been urging the hyper-scale clouds to go nuclear for a couple years. They’ve all now stepped up and announced nuclear power plans. It will be a long game as they navigate a labyrinth of licensing, lobbyists, litigation,…
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Platformonomics TGIF #72: November 8, 2024
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 So many favorite threads require pulling this week. News Navigating Nuclear Obstacles: The Utilities Deploying and utilizing nuclear power in the US is an endurance race through…
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Platformonomics TGIF #71: November 1, 2024
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 It is CAPEX Week!!! Our quarterly celebration of the Big, the Small and the Negative. Soon to be a major motion picture! My Writing A Post About…