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Platformonomics TGIF #138: August 14, 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 Giddy up! News Talking Cleveland on KIRO John Curley at KIRO had me back on the radio (look it up kids) to recap the trip to Cleveland…
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Follow the CAPEX: Q2 2026 Scoreboard
Our four hyperCAPEX companies collectively spent almost $172 billion on CAPEX in Q2, up 29% from last quarter and up 77% from a year ago. This quarter’s spend is more than they collectively spent for the entire year of 2023 ($155 billion), and their cumulative lifetime CAPEX spend is over $1.9 trillion. At the halfway…