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Platformonomics TGIF #55: June 21, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. A deja vu kind of week: the EU’s gotta EU, IBM’s gotta IBM, private equity’s gotta private equity, Oracle’s gotta Oracle, and China’s gotta China. But we’re unclear what it means if…
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Platformonomics TGIF #54: June 14, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. An interesting week as the strategic fault lines creak and shudder. My Writings Why Can’t Oracle Build Data Centers? I asked before Oracle’s earnings announcement why the company can’t seem to build…
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Platformonomics TGIF #53: June 7, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Thanks for all the feedback as we passed the one year milestone for this newsletter. Keep it coming on what you like and dislike. News You Can’t Spell “Glue on Pizza” Without…