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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 #97: August 22, 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 Some of our favorite characters continue to work hard this summer. News AI Mulligan Taker Meta Takes Another Mulligan Can’t wait to hear Meta’s AI strategy (vs.…
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Platformonomics TGIF #96: August 15, 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 Another intermittent summer issue. Fortunately some of our favorite sources of comedic inspiration are working much harder than Platformonomics this summer. News CAPEX Clues: AWS Quarterly CAPEX…
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Platformonomics TGIF #95: August 1, 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 Quarterly CAPEX week, plus updates from a bunch of our favorite recurring characters! This has to be the high point of your Hot (Mess of an Epstein…
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Platformonomics TGIF #94: July 18, 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 No newsletter next week. Still planning a post on just how much CAPEX negative cash flow company Oracle has signed up to spend. My Writing Meta AI:…
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Meta AI: Founder Mode or “Win Now” Mode?
Meta’s frantic AI moves have big pro sports franchise “win now” vibes. The owner is fed up and wants a championship. This year. The team had a promising start last season but ended up 6-10, finishing with a (Llama) 4 game losing streak. The franchise has been beset with turmoil, suffering from high turnover and…