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Platformonomics TGIF #106: October 31, 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 CAPEX WEEK is always spooky! My Writing Follow the CAPEX: Q3 2025 Scoreboard The quarterly HyperCAPEX update warrants its own post. Is $114 billion a lot? Previous:…
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Follow the CAPEX: Q3 2025 Scoreboard
While every week is CAPEX week here at Platformonomics, this particular week is our quarterly celebration of insane infrastructure instantiation, aka earnings! We’re breaking the quarterly update out to a standalone post instead of burying it in the weekly newsletter. The four hyperCAPEX companies spent over $114 billion on CAPEX in Q3, up 18% from…
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Platformonomics TGIF #98: September 5, 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 live in unserious times (which will have serious consequences). Speaking of the unserious, lots of antitrust news this week. News Antitrust Incoherence: Elon Musk Edition Prolific…