Meta
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Platformonomics TGIF #94: July 18, 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 No newsletter next week. Still planning a post on just how much CAPEX negative cash flow company Oracle has signed up to spend. My Writing Meta AI:…
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Meta AI: Founder Mode or “Win Now” Mode?
Meta’s frantic AI moves have big pro sports franchise “win now” vibes. The owner is fed up and wants a championship. This year. The team had a promising start last season but ended up 6-10, finishing with a (Llama) 4 game losing streak. The franchise has been beset with turmoil, suffering from high turnover and…
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Platformonomics TGIF #93: July 11, 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 Optimism abounds about getting a (disproportionate) piece of the AI pie! News CAPEX Clues: The Music is Still Playing, For Now… I’ve been skeptical about all the…