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Platformonomics TGIF #120: March 13, 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. Try to amuse yourselves. News Oracle “Beats”: Q3 FY26 Oracle “beat” the number this quarter and Wall Street sent the stock upwards almost…
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Platformonomics TGIF #119: March 6, 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 did a local radio appearance (?) on KIRO to talk about Cleveland as a cautionary tale for Seattle (audio, video). Somehow they chose SteveB screaming “developers”…
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Platformonomics TGIF #118: February 27, 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 CAPEX retrospected! Onward! My Writing Follow the CAPEX 2025 Retrospective Letting an LLM take a shot at writing this piece was good for my sense of future…
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Follow the CAPEX 2025 Retrospective
Tl;dr CAPEX Go Up! Up Up Up! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 plus earlier/other CAPEX musings. This is my tenth annual CAPEX (capital expenditures) retrospective. The fascination began earlier, as an asset-oblivious software guy confronting an alien lifeform of spending on physical property, plant and equipment. CAPEX separated the…
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Platformonomics TGIF #117: February 20, 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 The CAPEX retrospective is almost done. Really. Numbers that big just take time to parse. In the meantime… News Did OpenAI Find the Money this Week? Pace…
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Platformonomics TGIF #116: February 13, 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 Every week is CAPEX week here, but this was really supposed to be CAPEX week. It turned into Cleveland week. The 2025 CAPEX retrospective is still in…