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Platformonomics TGIF #125: May 1, 2026
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 Service has been restored! This May Day we celebrate basic financial controls, one of the cornerstones of advanced civilization! My Writing Follow the CAPEX: Q1 2026 Scoreboard…
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Follow the CAPEX: Q1 2026 Scoreboard
All four hyperCAPEX companies reporting the same day makes for a big day in the world’s biggest game! Our four hyperCAPEX companies spent over $133 billion on CAPEX in Q1, collectively up 4% from Q4 and up 72% from a year ago. 2025 Actual CAPEX 2026 Guidance CAPEX (Jan ’26) 2026 Guidance CAPEX (Apr ’26)…
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You Can’t Blame Data Centers in Seattle for Our Skyrocketing Electricity Prices
This post was originally published on GeekWire on April 20, 2026. I had noticed this “data centers in Seattle” PR op under way and flagged it in last week’s newsletter. After a vague report that some companies were seeking to build “large” data centers in Seattle, Mayor Katie Wilson is exploring a moratorium on new…
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Platformonomics TGIF #124: April 17, 2026
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 No newsletter next week. News CAPEX Clues: After the Press Release I’m impressed only 40% of data center builds are behind schedule. That number is likely to…
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Platformonomics TGIF #123: April 10, 2026
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 News Anthropic: A $3 Trillion IPO? Fractional CEO, teller of big tales, and stickler for securities law Elon Musk is floating a 100 times revenue multiple for…
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Platformonomics TGIF #122: April 3, 2026
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 made another appearance on the Telco in 20 podcast, where we talked about hundreds of billions of HyperCAPEX spend and asked what ever happened to the…