Capex

  • Platformonomics TGIF #94: July 18, 2025

    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:…

  • Platformonomics TGIF #93: July 11, 2025

    Platformonomics TGIF #93: July 11, 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 Optimism abounds about getting a (disproportionate) piece of the AI pie! News CAPEX Clues: The Music is Still Playing, For Now… I’ve been skeptical about all the…

  • 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…

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