-
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…
Get Platformonomics Updates By Email
-
Platformonomics TGIF #108: November 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 Reality is starting to reassert itself! News Discounting Oracle’s Remaining Performance Obligation Oracle has now given back more in market cap than it gained from announcing $300…
-
Platformonomics TGIF #107: November 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 All AI through-line this week. News Did OpenAI Find the Money This Week? I interpret that as OpenAI subsequently walked back the comment, offered a blizzard of…
-
Platformonomics TGIF #106: October 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 CAPEX WEEK is always spooky! My Writing Follow the CAPEX: Q3 2025 Scoreboard The quarterly HyperCAPEX update warrants its own post. Is $114 billion a lot? Previous:…
-
Follow the CAPEX: Q3 2025 Scoreboard
While every week is CAPEX week here at Platformonomics, this particular week is our quarterly celebration of insane infrastructure instantiation, aka earnings! We’re breaking the quarterly update out to a standalone post instead of burying it in the weekly newsletter. The four hyperCAPEX companies spent over $114 billion on CAPEX in Q3, up 18% from…
-
Platformonomics TGIF #105: October 24, 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 Still more narratives than dollars. News Did OpenAI Find the Money This Week? Announcing spending plans is easy. Paying for them is hard. Especially when the funding…