Private Equity
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Platformonomics TGIF #110: December 12, 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 This will be the year’s last newsletter from Platformonomics (our slogan: you get what you pay for!). Happy New Year and see you in 2026! Overpromise! Underdeliver!…
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Platformonomics TGIF #108: November 14, 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 Reality is starting to reassert itself! News Discounting Oracle’s Remaining Performance Obligation Oracle has now given back more in market cap than it gained from announcing $300…
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Platformonomics TGIF #106: October 31, 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 CAPEX WEEK is always spooky! My Writing Follow the CAPEX: Q3 2025 Scoreboard The quarterly HyperCAPEX update warrants its own post. Is $114 billion a lot? Previous:…