Platformonomics TGIF #135: July 24, 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 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 [ ]