Economics
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Platformonomics TGIF #87: April 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 -Onomics continues to dominant this week, but there is some tech insanity as well. Newsletters will be infrequent to non-existent in coming weeks, as Platformonomics will be…
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Platformonomics TGIF #83: March 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. I made a third appearance on the Telco20 podcast to discuss 2024 hyperCAPEX numbers and contrast them with telco industry spending. It is a quick 19 minute review of the numbers, plus…
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The Inflation-Adjusted Unicorn
Aileen Lee coined the term “unicorn” in 2013 to describe billion-dollar startups. The name was chosen because unicorns are “extremely rare, and magical”. Despite that scarcity, unicorns must be herded up to deliver the returns expected from venture capital. Once explicitly defined, unicorns became much less rare, as Goodhart’s Law predicts (“When a measure becomes…