
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. You’re all no doubt recovering from this week’s CAPEX festivities. News Follow the GPUs: Cloud CAPEX We’re wrapping up the Superbowl for CAPEX obsessives, when the hypercloud companies reveal their annual infrastructure…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. You no doubt are in final preparations for next week. I certainly am. News Private Equity in Action: Media Division Private equity relentlessly demonstrates, despite all their claims to the contrary, they…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. This is the last issue of the year. May your new year be filled with non-performative competence, pluralism, reason, universalism and vigor (a contrarian hope to be sure). News AI Marketing Hallucinations:…