Sign in

Charles Fitzgerald

@charlesfitz.bsky.social
269 followers 26 following 300 posts

Platforms, angel investing, strategy consulting, color (and off-color) commentary, boat rocking.

PostsRepliesMedia
Charles Fitzgerald @charlesfitz.bsky.social · 02/10/2026
platformonomics.com/2026/10/plat...
platformonomics.com
Weekly Platformonomics Update: Doing Things the Hard Way
Stay updated with Platformonomics! Discover insights on Meta's data center news and Seattle's evolving government landscape.
000
Charles Fitzgerald @charlesfitz.bsky.social · 09/09/2026
platformonomics.com/2026/09/brea...
platformonomics.com
Meta Limits Facebook and Instagram Access in New York
Meta limits Facebook and Instagram access to every other day in New York due to a data center moratorium, impacting local users.
000
Charles Fitzgerald @charlesfitz.bsky.social · 28/08/2026
platformonomics.com/2026/08/plat...
platformonomics.com
Platformonomics - Platformonomics TGIF #140: August 28, 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 will be spotty…
000
Charles Fitzgerald @charlesfitz.bsky.social · 21/08/2026
platformonomics.com/2026/08/plat...
platformonomics.com
Platformonomics - Platformonomics TGIF #139: August 21, 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 will be spotty…
000
Charles Fitzgerald @charlesfitz.bsky.social · 07/08/2026
platformonomics.com/2026/08/plat...
platformonomics.com
Weekly Insights: Oracle, Google AI Turbulence, and More
Explore this week's Platformonomics TGIF, featuring the latest news on Oracle's AI influence and software migrations impacting users.
000
Charles Fitzgerald @charlesfitz.bsky.social · 31/07/2026
platformonomics.com/2026/07/plat...
platformonomics.com
Platformonomics: CAPEX Insights and Weekly Updates
Discover key insights from Platformonomics on Q2 2026 CAPEX numbers for major tech giants. Stay updated with the latest trends!
011
Charles Fitzgerald @charlesfitz.bsky.social · 31/07/2026
platformonomics.com/2026/07/foll...
platformonomics.com
Platformonomics - Follow the CAPEX: Q2 2026 Scoreboard
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 s…
000
Charles Fitzgerald @charlesfitz.bsky.social · 28/07/2026
platformonomics.com/2026/07/fede...
platformonomics.com
Federal Reserve Issues Federal Agentic Market Committee Statement
AI can run the Federal Reserver
000
Charles Fitzgerald @charlesfitz.bsky.social · 24/07/2026
platformonomics.com/2026/07/plat...
platformonomics.com
Platformonomics - 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 …
010
Charles Fitzgerald @charlesfitz.bsky.social · 10/07/2026
platformonomics.com/2026/07/plat...
platformonomics.com
Platformonomics - Platformonomics TGIF #134: July 10, 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 wee…
000
Charles Fitzgerald @charlesfitz.bsky.social · 02/07/2026
platformonomics.com/2026/07/plat...
platformonomics.com
Platformonomics - Platformonomics TGIF #133: July 2, 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 TGIT. Happy Fourth! My…
000
Charles Fitzgerald @charlesfitz.bsky.social · 26/06/2026
platformonomics.com/2026/06/plat...
platformonomics.com
Platformonomics - Platformonomics TGIF #132: June 26, 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 Short but not sweet to…
000
Charles Fitzgerald @charlesfitz.bsky.social · 12/06/2026
platformonomics.com/2026/06/plat...
platformonomics.com
Our trip to Cleveland
Explore Cleveland's evolution and lessons for Seattle in this week's Platformonomics TGIF, packed with insightful commentary and updates.
000
Charles Fitzgerald @charlesfitz.bsky.social · 05/06/2026
platformonomics.com/2026/06/plat...
platformonomics.com
Weekly News Roundup: SpaceX, Bed Bath & Beyond, and More
Stay updated with Platformonomics TGIF! Explore the latest news on IPOs, tech developments, and economic insights every week.
010
Charles Fitzgerald @charlesfitz.bsky.social · 29/05/2026
platformonomics.com/2026/05/plat...
platformonomics.com
Weekly Insights: Cloud Strategies and Financial Implications
Explore the latest insights on cloud computing, Meta's ambitions, and financial trends in this week's Platformonomics TGIF roundup.
000
Charles Fitzgerald @charlesfitz.bsky.social · 22/05/2026
platformonomics.com/2026/05/plat...
platformonomics.com
Understanding Cleveland's Lessons for Seattle's Economy
Discover the latest insights on Cleveland's economic journey, Space Twitter's valuation risks, and the data center debate in Seattle.
000
Charles Fitzgerald @charlesfitz.bsky.social · 08/05/2026
platformonomics.com/2026/05/plat...
platformonomics.com
Weekly Insights: AI, Private Equity, and Economic Recovery
Explore Platformonomics TGIF for insights on AI, economic models, and the evolving relationship with tech giants like Elon Musk.
000
Charles Fitzgerald @charlesfitz.bsky.social · 01/05/2026
platformonomics.com/2026/05/plat...
platformonomics.com
Seattle's Economic Challenges: Data Centers and Vacancy Rates
Discover weekly insights on CAPEX, Seattle's electricity prices, and economic challenges affecting the region in Platformonomics TGIF!
000
Charles Fitzgerald @charlesfitz.bsky.social · 30/04/2026
platformonomics.com/2026/04/foll...
platformonomics.com
Q1 2026 CAPEX Review: Major Tech Firms Reach New Heights
Discover how Amazon, Google, Meta, and Microsoft are driving the future of technology with massive Q1 2026 CAPEX increases.
000
Charles Fitzgerald @charlesfitz.bsky.social · 20/04/2026
I wrote a piece for @geekwire.com about Seattle’s freakout over data centers that aren’t actually coming to town. Don’t get distracted by the data center grandstanding. The real question is much more basic: can the city keep the lights on and water flowing? www.geekwire.com/2026/opinion...
geekwire.com
Opinion: You can’t blame data centers in Seattle for our skyrocketing electricity prices
Seattle's mayor is exploring a moratorium on new data centers, but the city's real utility challenges — skyrocketing electricity prices, a looming capacity gap, and an eastside water defection — have ...
010
Charles Fitzgerald @charlesfitz.bsky.social · 17/04/2026
platformonomics.com/2026/04/plat...
platformonomics.com
Platformonomics Weekly: Data Centers, AI Challenges & News
Stay updated with Platformonomics TGIF for insights on energy strategies, data centers, and tech trends impacting New England and beyond.
000
Charles Fitzgerald @charlesfitz.bsky.social · 10/04/2026
platformonomics.com/2026/04/plat...
platformonomics.com
Weekly Tech Insights: Anthropic Valuation & Media Shifts
Explore the latest on Anthropic's potential $3 trillion IPO, OpenAI's leadership shakeup, and media coverage challenges in tech.
000
Charles Fitzgerald @charlesfitz.bsky.social · 03/04/2026
platformonomics.com/2026/04/plat...
platformonomics.com
Platformonomics: Weekly Insights on Telecom and AI Strategies
Explore the latest insights on Oracle's layoffs, AI investments, and telecom strategy in this week's Platformonomics TGIF update.
000
Charles Fitzgerald @charlesfitz.bsky.social · 27/03/2026
platformonomics.com/2026/03/plat...
platformonomics.com
This Week in AI: Private Equity and UnfocusedAI Updates
Explore the latest insights from Platformonomics on AI's enterprise shift, private equity trends, and essential industry updates.
000
Charles Fitzgerald @charlesfitz.bsky.social · 13/03/2026
platformonomics.com/2026/03/plat...
platformonomics.com
Oracle's Q3 FY26 Performance: Remaining CAPEX Obligation Remains
Explore Oracle's recent Q3 FY26 performance, challenges in CAPEX efficiency, and the broader implications for the tech industry.
000
Charles Fitzgerald @charlesfitz.bsky.social · 06/03/2026
platformonomics.com/2026/03/plat...
platformonomics.com
Platformonomics TGIF: Insights and Updates for Seattle
Get the latest insights on Seattle's economy and tech industry, plus the weekly Platformonomics updates, in this engaging article.
000
Charles Fitzgerald @charlesfitz.bsky.social · 27/02/2026
platformonomics.com/2026/02/plat...
platformonomics.com
Weekly Insights: CAPEX Retrospective and Tech News Updates
Explore the latest updates and analysis in Platformonomics TGIF, featuring insights on tech giants, economic trends, and strategic decisions.
010
Charles Fitzgerald @charlesfitz.bsky.social · 25/02/2026
platformonomics.com/2026/02/foll...
platformonomics.com
CAPEX Trends: Analysis of 2025's Record Expenditures
Explore the 2025 CAPEX retrospective, revealing the explosive growth in capital expenditures by Amazon, Google, Meta, and Microsoft amidst AI advancements.
010
Charles Fitzgerald @charlesfitz.bsky.social · 20/02/2026
platformonomics.com/2026/02/plat...
platformonomics.com
This Week in Platformonomics: OpenAI and Private Equity News
Stay updated with the latest in tech and finance! This week, we explore OpenAI's funding status and private equity's impact on cybersecurity.
000
Charles Fitzgerald @charlesfitz.bsky.social · 13/02/2026
platformonomics.com/2026/02/plat...
platformonomics.com
Seattle's Future: Lessons from Cleveland's Economic Decline
Explore the latest insights on Seattle's future and lessons from Cleveland's decline in this week's Platformonomics recap.
000
Charles Fitzgerald @charlesfitz.bsky.social · 10/02/2026
I wrote a piece for GeekWire about Seattle’s next act, contemplating what the future holds for the city. A reminder prosperity is not guaranteed. www.geekwire.com/2026/a-warni...
geekwire.com
A warning to Seattle: Don’t become the next Cleveland
Cleveland, Ohio. (Photo by Leo_Visions on Unsplash) Consider a successful mid-sized American city. One with decades of population growth. Median household
010
Charles Fitzgerald @charlesfitz.bsky.social · 06/02/2026
platformonomics.com/2026/02/plat...
platformonomics.com
Platformonomics: Q4 CAPEX Insights and Company Trends
Explore Platformonomics TGIF for the latest CAPEX insights, including the rise of HyperCAPEX and key updates on major tech players.
000
Charles Fitzgerald @charlesfitz.bsky.social · 30/01/2026
platformonomics.com/2026/01/plat...
platformonomics.com
Meta and Microsoft CAPEX Insights for Q4 2025 Analysis
Explore Meta and Microsoft's Q4 2025 CAPEX insights, investment trends, and the challenges faced in the tech landscape in our latest report.
000
Charles Fitzgerald @charlesfitz.bsky.social · 23/01/2026
platformonomics.com/2026/01/plat...
platformonomics.com
Weekly Insights: Automating the Federal Reserve and Oracle's Capital Allocation
Stay updated with Platformonomics TGIF for insights on financial news, AI developments, and Oracle's capital strategies. Join our mailing list!
010
Charles Fitzgerald @charlesfitz.bsky.social · 16/01/2026
platformonomics.com/2026/01/plat...
platformonomics.com
Platformonomics TGIF: Insights on Antitrust and Data Centers
Stay updated with Platformonomics' weekly insights on antitrust issues, tech giants, and evolving market trends affecting our economy.
000
Charles Fitzgerald @charlesfitz.bsky.social · 14/01/2026
platformonomics.com/2026/01/brin...
platformonomics.com
AI Takes the Helm: Nominating an Agent to run the Federal Reserve
Explore the case for an AI Chairman of the Federal Reserve. Discover how an agent could enhance monetary policy with data-driven decisions.
000
Reposted by Charles Fitzgerald
squillace @squillace.bsky.social · 09/01/2026
this one is also very good:
Gartner Pantses Itself
011
Reposted by Charles Fitzgerald
squillace @squillace.bsky.social · 09/01/2026
the new phone book's out!!!!
media.tenor.com
a man in a gas station uniform stands in front of a machine that says premium
ALT: a man in a gas station uniform stands in front of a machine that says premium
031
Reposted by Charles Fitzgerald
squillace @squillace.bsky.social · 09/01/2026
Dammit: " Western Civilization needs Europe to get its act together, but there is no sign they are getting serious. Cosplaying feature PM for US Big Tech is not going to solve any of Europe’s existential issues." hits it right out of the gate. Look: spend money together. That's what it will take.
131
Charles Fitzgerald @charlesfitz.bsky.social · 09/01/2026
platformonomics.com/2026/01/plat...
platformonomics.com
Exploring Trends: CAPEX and Geopolitics in 2026
Explore the latest insights on CAPEX, AI, and platform politics in the 2026 kickoff of Platformonomics TGIF. Stay informed with our updates!
000
Charles Fitzgerald @charlesfitz.bsky.social · 12/12/2025
platformonomics.com/2025/12/plat...
platformonomics.com
Overpromise, underdeliver, underbid. Ellison family escapades and more.
Explore Oracle's disappointing Q2 FY26 earnings report and delve into industry insights in Platformonomics' final newsletter of the year.
000
Charles Fitzgerald @charlesfitz.bsky.social · 21/11/2025
platformonomics.com/2025/11/plat...
platformonomics.com
Platformonomics TGIF: Monitoring Oracle, Meta, OpenAI, Salesforce, Antitrust, xAI, Lumen
Stay updated with Platformonomics TGIF as we monitor Oracle's performance, the AI slopfight, AI developments, and big tech analysis.
000
Charles Fitzgerald @charlesfitz.bsky.social · 20/11/2025
platformonomics.com/2025/11/the-...
platformonomics.com
Maine's Energy Costs Soar: 36% Increase But No Data Centers. What Gives?
Discover why Maine faces a staggering 36% energy cost hike for 2024-2025 if they don't have AI or big data centers.
173
Charles Fitzgerald @charlesfitz.bsky.social · 14/11/2025
platformonomics.com/2025/11/plat...
platformonomics.com
Oracle's Market Cap Decline: Analyzing the Impact on Finance
Stay updated with Platformonomics TGIF, a weekly roundup of insights on Oracle's performance, AI investments, and industry trends.
000
Charles Fitzgerald @charlesfitz.bsky.social · 07/11/2025
platformonomics.com/2025/11/plat...
platformonomics.com
OpenAI's Search for Funding: Turning AI Dreams into Reality
Stay updated with Platformonomics' TGIF summary, covering AI news, OpenAI's funding saga, and battles in the AI API landscape.
011
Charles Fitzgerald @charlesfitz.bsky.social · 31/10/2025
platformonomics.com/2025/10/plat...
platformonomics.com
Platformonomics Weekly Update: CAPEX Insights & More
Explore the latest in CAPEX updates, OpenAI funding struggles, and cloud growth trends in this week's Platformonomics TGIF roundup!
000
Charles Fitzgerald @charlesfitz.bsky.social · 31/10/2025
platformonomics.com/2025/10/foll...
platformonomics.com
Q3 2025 Quarterly CAPEX Update: Tech Giants' Huge Spending Surge
Explore the latest quarterly CAPEX from Google, Amazon, Meta, and Microsoft, revealing a significant rise in infrastructure spending.
000
Charles Fitzgerald @charlesfitz.bsky.social · 24/10/2025
platformonomics.com/2025/10/plat...
platformonomics.com
OpenAI's Funding Struggles: The Financial Reality Unveiled
Explore the latest in AI funding challenges and strategies as major players navigate a complex financial landscape in this week's Platformonomics update.
000
Charles Fitzgerald @charlesfitz.bsky.social · 17/10/2025
platformonomics.com/2025/10/plat...
platformonomics.com
Platformonomics TGIF: They Don't Have the Money But Are Getting the Debt
Explore this week's Platformonomics TGIF for insights on AI funding challenges, Oracle's margins, and more news shaping the tech landscape.
010
Charles Fitzgerald @charlesfitz.bsky.social · 10/10/2025
platformonomics.com/2025/10/plat...
platformonomics.com
They Don't Have the Money or the Margins
Stay updated with Platformonomics TGIF for insights on tech finance and the latest industry news delivered straight to your inbox.
001