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Follow the CAPEX: Q3 2026 Scoreboard
The four HyperCAPEX musketeers collectively spent over $210 billion on CAPEX in Q3, up 22% from last quarter and up 84% from a year ago. New CAPEX record! And what we like to call a good start! This quarter’s spend is 84% of their entire year 2024 spend, while their cumulative lifetime CAPEX spend is…
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Platformonomics TGIF #143: October 23, 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 CAPEX season is here! The anticipation got so intense I forgot to write last week. My Writing Cleveland’s Big Lesson for Seattle I return to Cleveland (only…
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Platformonomics TGIF #141: October 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 I’ve been pacing my output here (for the good of humanity naturally), but am now back in the saddle. Consider yourselves warned. My Writing BREAKING: Meta Announces…