Softbank
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Platformonomics TGIF #95: August 1, 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 Quarterly CAPEX week, plus updates from a bunch of our favorite recurring characters! This has to be the high point of your Hot (Mess of an Epstein…
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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…
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Platformonomics TGIF #77: January 24, 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 I skipped last week’s newsletter as all I had were typical EU inanities. Instead I got two standalone posts done. We’re busy girding up for the most…