Private Equity
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Platformonomics TGIF #116: February 13, 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 Every week is CAPEX week here, but this was really supposed to be CAPEX week. It turned into Cleveland week. The 2025 CAPEX retrospective is still in…
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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 #111: January 9, 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 Welcome to 2026! (Admittedly a leisurely start at our end). At the beginning of the year I always have grand ambitions to write more, truly let go…