Media
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Platformonomics TGIF #68: October 11, 2024
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 Another week of our favorite threads unspooling… News Antitrust Incoherence: Google Breakup Rumors We’re going through another round of Google remedy rumors. Some are legal posturing, some…
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Platformonomics TGIF #67: October 4, 2024
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 News CAPEX: You Ain’t Seen Nothing Yet Jordan Novet at CNBC digs into Microsoft’s future CAPEX commitments in the form of finance leases (mostly for servers). Those…
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Platformonomics TGIF #63: September 6, 2024
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 News Oracle’s Data Center Difficulties Most glorious company in universe report earnings next week. After missing their own (minuscule) CAPEX guidance last year, can database vampire and…