<This is a quick and very incomplete post as I’m about to get on a plane> The City of Seattle has finally acknowledged there is such a thing as an economy, publishing a report entitled Seawall: Building a Resilient Seattle Economy. No businesses were involved, but that seems to be the norm hereabouts on economic […]

Meta Announces Facebook and Instagram Rationingin New York State Due to Data Center Moratorium Access to Services Limited to Every Other Day MENLO PARK, Calif., September 9, 2026 — Meta Platforms, Inc. today announced emergency rationing of its services in New York State because of the state’s recent moratorium on data center construction. New York […]

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 will be spotty to non-existent in the coming weeks. News Who Remembers VMforce? Salesforce modus operandi on full display: A breathless press release (albeit very light […]

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 will be spotty to non-existent in the next month. News Actual Data about Data Centers The best argument the New York Times can muster against data […]

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 deteriorating. While […]

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 […]

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 It’s all Cleveland and Seattle news this week, except for the Minesweeper finisher. Next week’s newsletter is iffy. News Hello Cleveland: The Podcast I think we did […]

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 Cleveland ✅ News Hello Cleveland! To recap the Cleveland saga, I observed Seattle today looks a lot like Cleveland 75 years ago. Both cities are/were coming off […]

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 Hello Cleveland!!! News Space (Twitter IPO Index) Jam, Jammed Sanity unexpectedly prevails. Index inclusion should only happen after all the lock-ups expire. But onwards to the next […]

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 50-50 chance of a newsletter next week. Might be too busy preparing for the Cleveland visit. Still waiting to hear whether Seattle’s Mayor and Washington’s Governor are […]

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 We’re going to Cleveland in June! What is must-see in Cleveland? What can we learn from Cleveland’s history to help Seattle navigate its unfolding economic transition? Meanwhile, […]

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. The visit to Cleveland is happening. Reach out if you’re interested in joining to see what Seattle can learn from a city whose […]

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 […]