Private Equity
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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.…
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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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Platformonomics TGIF #92: June 27, 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 Busy week for AGI and private equity! News Don’t Make Me Declare AGI! OpenAI and Microsoft continue to (re)negotiate in public. Last week OpenAI threatened to call…