Amazon
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Follow the CAPEX 2025 Retrospective
Tl;dr CAPEX Go Up! Up Up Up! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 plus earlier/other CAPEX musings. This is my tenth annual CAPEX (capital expenditures) retrospective. The fascination began earlier, as an asset-oblivious software guy confronting an alien lifeform of spending on physical property, plant and equipment. CAPEX separated the…
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Platformonomics TGIF #115: February 6, 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 The wussies on Wall Street are not so enthused about the CAPEX numbers and guidance for next year. But what they call “unsettling” we call a good…
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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…