The Snark Must Flow!!!
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 Giddy up! News Talking Cleveland on KIRO John Curley at KIRO had me back on the radio (look it up kids) to recap the trip to Cleveland [ ]
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 Summer is flying by News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle We ve written at length about the financial risks of Oracle s Hail Mary scramble [ ]
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 Q2 CAPEX numbers are here, the Q2 CAPEX numbers are here! My Writing Follow the CAPEX: Q2 2026 Scoreboard Amazon, Google, Meta and Microsoft spent almost [ ]
Our four hyperCAPEX companies collectively spent almost $172 billion on CAPEX in Q2, up 29% from last quarter and up 77% from a year ago. This quarter s spend is more than they collectively spent for the entire year of 2023 ($155 billion), and their cumulative lifetime CAPEX spend is over $1.9 trillion. At the halfway [ ]
July 27, 2026 The Federal Agentic Market Committee decided to maintain the target range for the federal funds rate at 3-1/2 to 3-3/4 percent. In considering the extent and timing of additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the [ ]
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 resumed! News Google CAPEX Q2 2026 A good start! (Though Wall Street seems to disagree). Google CFO commentary: CapEx was $44.9 billion in the second [ ]
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 Never Take a Dependency on Crazy Elon If you re cheap enough, maybe no one will pay attention to all the risks of [ ]
This post was originally published on GeekWire on July 1, 2026. Washington Gov. Bob Ferguson last week announced an Economic Development Council to “identify practical actions that strengthen Washington’s economy, expand opportunity and help more Washingtonians succeed.” (See GeekWire coverage). To Ferguson’s credit, he may finally be recognizing that Washington’s business climate is…
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 TGIT. Happy Fourth! My Writing Governor’s new economic council snubs startups, forgets AI I wrote another piece for GeekWire, this time on Washington Governor Bob Ferguson s new [ ]
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 Short but not sweet today. News RIP Om I ve known Om as a journalist, OG blogger, media entrepreneur, investor, and writer. He was always generous and always [ ]