Salesforce
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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…
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Platformonomics TGIF #84: March 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 Lots of database vampire and antitrust incoherence this week. No missive next week. News ClownWatch™: Oracle FY25 Q3 Database vampire, the x-axis of cloud CAPEX and most…
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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…