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Platformonomics TGIF #139: August 21, 2026
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 Service will be spotty to non-existent in the next month. News Actual Data about Data Centers The best argument the New York Times can muster against data…
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Platformonomics TGIF #135: July 24, 2026
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 Service resumed! News Google CAPEX – Q2 2026 A good start! (Though Wall Street seems to disagree). Google CFO commentary: CapEx was $44.9 billion in the second…
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Platformonomics TGIF #114: January 30, 2026
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 It’s that most magical time of the year: HyperCAPEX season! Meta and Microsoft are in; Amazon and Google report next week. Full annual retrospective to follow (last…