Private Equity
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Platformonomics TGIF #89: June 6, 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 And we’re back! A lot has happened in recent weeks while I was indisposed and/or distracted which I may or may not revisit. But most importantly, I’ve…
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Platformonomics TGIF #85: March 28, 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 Denial and delusion is our theme for the week. Data center demand. Google Cloud’s GPU offering. Oracle “security”. A European “hyperscaler”. Amazon branding. DOGE Porting Plans. Private…
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Platformonomics TGIF #83: March 7, 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. I made a third appearance on the Telco20 podcast to discuss 2024 hyperCAPEX numbers and contrast them with telco industry spending. It is a quick 19 minute review of the numbers, plus…