
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 first hyperCAPEX companies report next week and I assume everyone is as giddy as I am for full 2025 CAPEX numbers. News Automating the Federal Reserve:…

Like leap year, every four years my quadrennial quest to algorithmically set the federal funds rate rolls around. I’ve pitched a software substitute for Ben, Janet, Jerome (twice), and now offer it in lieu of a Kevin (Hassett or Warsh). The original announcement has been updated slightly for agentic AI advances and current norms of…