Private Equity

  • Platformonomics TGIF #98: September 5, 2025

    Platformonomics TGIF #98: September 5, 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 We live in unserious times (which will have serious consequences). Speaking of the unserious, lots of antitrust news this week. News Antitrust Incoherence: Elon Musk Edition Prolific…

  • Platformonomics TGIF #97: August 22, 2025

    Platformonomics TGIF #97: August 22, 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 Some of our favorite characters continue to work hard this summer. News AI Mulligan Taker Meta Takes Another Mulligan Can’t wait to hear Meta’s AI strategy (vs.…

  • Platformonomics TGIF #93: July 11, 2025

    Platformonomics TGIF #93: July 11, 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 Optimism abounds about getting a (disproportionate) piece of the AI pie! News CAPEX Clues: The Music is Still Playing, For Now… I’ve been skeptical about all the…

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