
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 retrospected! Onward! My Writing Follow the CAPEX 2025 Retrospective Letting an LLM take a shot at writing this piece was good for my sense of future…

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 The CAPEX retrospective is almost done. Really. Numbers that big just take time to parse. In the meantime… News Did OpenAI Find the Money this Week? Pace…

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 The wussies on Wall Street are not so enthused about the CAPEX numbers and guidance for next year. But what they call “unsettling” we call a good…