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Platformonomics TGIF #109: November 21, 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 Barring a five-alarm blogging emergency, there will be no newsletter next week or the following week. Tune back in December 12th, when we inevitably scrutinize Oracle’s latest…
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Platformonomics TGIF #107: November 7, 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 All AI through-line this week. News Did OpenAI Find the Money This Week? I interpret that as OpenAI subsequently walked back the comment, offered a blizzard of…
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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…