
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. A deja vu kind of week: the EU’s gotta EU, IBM’s gotta IBM, private equity’s gotta private equity, Oracle’s gotta Oracle, and China’s gotta China. But we’re unclear what it means if…

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…