Record · corpus.blog/posts/01a0bddb-383d-734d-b520-6e54053eba43

Platformonomics TGIF #110: December 12, 2025

platformonomics.com · published 12 December 2025

A record is what was published and who pointed at it. The text of the post is not held here: read it at the source, or at its Wayback capture.

Read the post at platformonomics.com Wayback capture

0blogs citing

First cited: —
Most recent: —
Rank this month: not ranked
Links from this post: 92
Words captured: 2,088

Cited by

No blog we hold has cited this post yet.

Links from this post

Link

Host

https://platformonomics.com/?post_type=post&p=27310

platformonomics.com

Why Can’t Oracle Afford Data Centers? Read at the source ↗

platformonomics.com

Remaining CAPEX Obligation Read at the source ↗

platformonomics.com

Platformonomics TGIF #104: October 17, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #103: October 10, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #100: September 19, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #84: March 14, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #95: August 1, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #86: April 4, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #81: February 21, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #83: March 7, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #80: February 14, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #77: January 24, 2025 Read at the source ↗

platformonomics.com

https://www.runtime.news/oracle-is-not-an-enterprise-ai-bellwether/?ref=runtime-newsletter

runtime.news

Follow the CAPEX: Q3 2025 Scoreboard Read at the source ↗

platformonomics.com

Follow the CAPEX: Cloud Table Stakes 2024 Retrospective Read at the source ↗

platformonomics.com

https://x.com/BucknSF/status/1998951059558117835?s=20

x.com

Platformonomics TGIF #109: November 21, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #108: November 14, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #106: October 31, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #93: July 11, 2025 Read at the source ↗

platformonomics.com

Follow the CAPEX: The Clown Car Race Checkered Flag Read at the source ↗

platformonomics.com

Platformonomics TGIF #85: March 28, 2025 Read at the source ↗

platformonomics.com

https://www.bloomberg.com/news/articles/2025-12-12/some-oracle-data-centers-for-openai-delayed-to-2028-from-2027

bloomberg.com

https://x.com/dylan522p/status/1998926309486113020?s=20

x.com

Platformonomics TGIF #87: April 11, 2025 Read at the source ↗

platformonomics.com

Why Can’t Oracle Build Data Centers? Read at the source ↗

platformonomics.com

Platformonomics TGIF #54: June 14, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #63: September 6, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #64: September 13, 2024 Read at the source ↗

platformonomics.com

Oracle’s Data Center Difficulties: FY25 Q2 Read at the source ↗

platformonomics.com

Platformonomics TGIF #90: June 13, 2025 Read at the source ↗

platformonomics.com

https://about.netflix.com/en/news/netflix-to-acquire-warner-bros

about.netflix.com

https://spyglass.org/netflix-warner-bros-hollywood-concerns/

spyglass.org

https://www.vanityfair.com/hollywood/story/netflix-warner-bros-hollywood-panic

vanityfair.com

https://www.businessinsider.com/hollywood-insiders-hate-netflix-warner-bros-deal-james-cameron-kilar-2025-12

businessinsider.com

https://www.washingtonpost.com/technology/2025/12/09/netflix-obama-loomer-posobiec-trump/

washingtonpost.com

https://www.semafor.com/article/12/08/2025/paramounts-mideast-financing-doomed-warner-bros-discovery-auction-bid

semafor.com

https://x.com/christinelu/status/1998060105619898600?s=20

x.com

https://platformonomics.com/2023/04/a-new-antitrust-doctrine/

platformonomics.com

Platformonomics TGIF #99: September 12, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #62: August 30, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #57: July 12, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #102: October 3, 2025 Read at the source ↗

platformonomics.com

https://www.bloomberg.com/opinion/newsletters/2025-12-10/the-warner-deal-will-take-a-while

bloomberg.com

https://x.com/SemiAnalysis_/status/1991923411497492777?s=20

x.com

https://x.com/semianalysis_/status/1991923408913957196?

x.com

Platformonomics TGIF #94: July 18, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #101: September 26, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #78: January 31, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #70: October 25, 2024 Read at the source ↗

platformonomics.com

https://platformonomics.com/2024/02/platformonomics-tgif-39-february-9-2024/

platformonomics.com

Platformonomics TGIF #67: October 4, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #66: September 27, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #58: July 19, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #55: June 21, 2024 Read at the source ↗

platformonomics.com

https://platformonomics.com/2024/01/platformonomics-tgif-37-january-26-2024/

platformonomics.com

https://platformonomics.com/2024/02/platformonomics-tgif-38-february-2-2024/

platformonomics.com

Platformonomics TGIF #51: May 24, 2024 Read at the source ↗

platformonomics.com

https://platformonomics.com/2020/10/ibms-cloud-business-or-lack-thereof/

platformonomics.com

https://platformonomics.com/2021/11/tweetstorm-digest-reactions-to-barrons-ibms-reboot-story/

platformonomics.com

https://platformonomics.com/2020/02/ibms-lost-decade/

platformonomics.com

https://x.com/SemiAnalysis_/status/1992140660455928101?s=20

x.com

https://x.com/semianalysis_/status/1992140652889432090?

x.com

Platformonomics TGIF #79: February 7, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #69: October 18, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #56: June 28, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #49: April 26, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #42: March 1, 2024 Read at the source ↗

platformonomics.com

https://platformonomics.com/2023/12/platformonomics-tgif-33-december-8-2023/

platformonomics.com

Platformonomics TGIF #47: April 12, 2024 Read at the source ↗

platformonomics.com

https://www.theinformation.com/articles/salesforce-raises-prices-apps-tap-data

theinformation.com

Platformonomics TGIF #97: August 22, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #92: June 27, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #82: February 28, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #76: January 10, 2025 Read at the source ↗

platformonomics.com

Platformonomics TGIF #72: November 8, 2024 Read at the source ↗

platformonomics.com

Platformonomics TGIF #65: September 20, 2024 Read at the source ↗

platformonomics.com

https://www.platformonomics.com/2023/09/platformonomics-tgif-20-september-1-2023/

platformonomics.com

https://www.platformonomics.com/2023/06/platformonomics-tgif-11-june-16-2023/

platformonomics.com

https://www.platformonomics.com/2023/08/platformonomics-tgif-19-august-25-2023/

platformonomics.com

https://www.platformonomics.com/2016/09/the-spectacle-that-is-dreamforce/

platformonomics.com

Platformonomics TGIF #45: March 29, 2024 Read at the source ↗

platformonomics.com

https://platformonomics.com/2023/09/platformonomics-tgif-22-september-15-2023/

platformonomics.com

https://techcrunch.com/2025/11/21/google-says-hackers-stole-data-from-200-companies-following-gainsight-breach/

techcrunch.com

https://mattstoller.substack.com/p/monopolies-and-cybersecurity-disasters

mattstoller.substack.com

https://www.forbes.com/sites/iainmartin/2021/12/14/private-equity-firms-to-spin-out-password-manager-lastpass/?sh=2138d9d02125

forbes.com

https://www.schneier.com/blog/archives/2023/02/solarwinds-and-market-incentives.html

schneier.com

https://platformonomics.com/a-new-antitrust-doctrine/

platformonomics.com

https://platformonomics.com/software-migration-alerts/

platformonomics.com

Platformonomics TGIF #52: May 31, 2024 Read at the source ↗

platformonomics.com

https://platformonomics.com/2024/01/platformonomics-tgif-34-january-5-2024/

platformonomics.com