Microsoft
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Follow the CAPEX: Q3 2025 Scoreboard
While every week is CAPEX week here at Platformonomics, this particular week is our quarterly celebration of insane infrastructure instantiation, aka earnings! We’re breaking the quarterly update out to a standalone post instead of burying it in the weekly newsletter. The four hyperCAPEX companies spent over $114 billion on CAPEX in Q3, up 18% from…
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Platformonomics TGIF #95: August 1, 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 Quarterly CAPEX week, plus updates from a bunch of our favorite recurring characters! This has to be the high point of your Hot (Mess of an Epstein…
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Platformonomics TGIF #92: June 27, 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 Busy week for AGI and private equity! News Don’t Make Me Declare AGI! OpenAI and Microsoft continue to (re)negotiate in public. Last week OpenAI threatened to call…