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Platformonomics TGIF #78: January 31, 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 We have some early CAPEX returns! The full 2024 retrospective for CAPEX obsessives will follow after we get Amazon and Google numbers. News Meta CAPEX – Q4…
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Platformonomics TGIF #75: December 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 This is the last newsletter of the year (I might still get a standalone post out). Enjoy the holidays and rest up in preparation for the 20th…
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Introducing the Platformonomics Cloud Reactor Tracker
“The best time to build new nuclear plants was 20 years ago. The second-best time is now.” I’ve been urging the hyper-scale clouds to go nuclear for a couple years. They’ve all now stepped up and announced nuclear power plans. It will be a long game as they navigate a labyrinth of licensing, lobbyists, litigation,…