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Platformonomics TGIF #89: June 6, 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 And we’re back! A lot has happened in recent weeks while I was indisposed and/or distracted which I may or may not revisit. But most importantly, I’ve…
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Platformonomics TGIF #88: May 9, 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’re back, at least briefly. More regular weekly installments should resume May 30. This week: Q1 CAPEX, Elon bolsters the case for not taking a dependency on…
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Platformonomics TGIF #82: February 28, 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. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft’s “Couple Hundred Megawatts” Bit of a freakout this week over rumors Microsoft had delayed or cancelled a “couple…