Openai
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Platformonomics TGIF #103: October 10, 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 are all truly now CAPEX obsessives and it is exhausting. Another candidate for describing our noble readers: platformniacs. No small number of you are no doubt…
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They Don’t Have the Money: OpenAI Edition
Tl;dr another installment of They Don’t Have the Money (previous edition: Oracle) OpenAI’s Wile E. Coyote moment approaches. OpenAI is the generational company of generative AI (sorry Meta, sorry Elon, it isn’t even close). They defined the space and lead the market, combining enormous ambition with stratospheric spending plans, unironically projecting needs in the trillions…
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Platformonomics TGIF #101: September 26, 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 I have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit…