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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…
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Platformonomics TGIF #134: July 10, 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 No newsletter next week. News Never Take a Dependency on Crazy Elon If you’re cheap enough, maybe no one will pay attention to all the risks of…
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Platformonomics TGIF #133: July 2, 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 TGIT. Happy Fourth! My Writing Governor’s new economic council snubs startups, forgets AI I wrote another piece for GeekWire, this time on Washington Governor Bob Ferguson’s new…