Oracle
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Platformonomics TGIF #115: February 6, 2026
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…
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Platformonomics TGIF #114: January 30, 2026
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 It’s that most magical time of the year: HyperCAPEX season! Meta and Microsoft are in; Amazon and Google report next week. Full annual retrospective to follow (last…
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Platformonomics TGIF #113: January 23, 2026
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 first hyperCAPEX companies report next week and I assume everyone is as giddy as I am for full 2025 CAPEX numbers. News Automating the Federal Reserve:…