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Platformonomics TGIF #47: April 12, 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. Clown Week is here! 🤡🤡🤡 News Follow the CAPEX: The Clown Car Race Checkered Flag As the Clown Week cornerstone, we call a winner in the CAPEX Clown Car Race: (Oracle left,…
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Platformonomics TGIF #45: March 29, 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. The last two weeks have been eventful, so we have a lot to cover after my absence. Buckle up! News Amazon CAPEX Plans Bloomberg looks at cloud CAPEX and the accompanying “mad…
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Platformonomics TGIF #44: March 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. No newsletter next week. But I hope to get the Clown Week update out before that. News Tik Tok’s Call to Arms: Useful Idiots, Fellow Travelers, Registered and Unregistered Foreign Agents Unite!…