Capex

  • Platformonomics TGIF #91: June 20, 2025

    Platformonomics TGIF #91: June 20, 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 News Socrates Says Writing Will Rot Your Brain Academics Say ChatGPT Will Rot Your Brain This is a small and easy to critique study, but still got…

  • Platformonomics TGIF #90: June 13, 2025

    Platformonomics TGIF #90: June 13, 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 Oracle reported this week: still hyperbolic, not hypercloud. News Why Can’t Oracle Build Data Centers? FY25 Q4 Edition The most bestest cloud in the entire universe (also…

  • Platformonomics TGIF #88: May 9, 2025

    Platformonomics TGIF #88: May 9, 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 We’re back, at least briefly. More regular weekly installments should resume May 30. This week: Q1 CAPEX, Elon bolsters the case for not taking a dependency on…

Get Updates By Email