Capex
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Platformonomics TGIF #125: May 1, 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 Service has been restored! This May Day we celebrate basic financial controls, one of the cornerstones of advanced civilization! My Writing Follow the CAPEX: Q1 2026 Scoreboard…
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Follow the CAPEX: Q1 2026 Scoreboard
All four hyperCAPEX companies reporting the same day makes for a big day in the world’s biggest game! Our four hyperCAPEX companies spent over $133 billion on CAPEX in Q1, collectively up 4% from Q4 and up 72% from a year ago. 2025 Actual CAPEX 2026 Guidance CAPEX (Jan ’26) 2026 Guidance CAPEX (Apr ’26)…
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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…