Oracle
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Platformonomics TGIF #63: September 6, 2024
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 News Oracle’s Data Center Difficulties Most glorious company in universe report earnings next week. After missing their own (minuscule) CAPEX guidance last year, can database vampire and…
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Platformonomics TGIF #57: July 12, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. We’re testing a new epigraph feature this week: All political lives, unless they are cut off in midstream at a happy juncture, end in failure, because that is the nature of politics…
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Platformonomics TGIF #55: June 21, 2024
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…