
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. This marks a year of these newsletters (elapsed time a little longer)! I enjoy the writing process, find it helps me refine my thinking without all the work of longer essays, and…

Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. The last two weeks have been eventful, so we have a lot to cover after my absence. Buckle up! News Amazon CAPEX Plans Bloomberg looks at cloud CAPEX and the accompanying “mad…

Welcome to the New and Improved Platformonomics. Subscribe to get this weekly newsletter and other posts delivered via email. The OpenAI Soap Opera Good thing I was off last week and didn’t add to all the effervescent interim takes on this saga. What a clown show. My guess is season 2 of everyone’s favorite new…