Charles Fitzgerald
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charlesfitz.bsky.social
Charles Fitzgerald
@charlesfitz.bsky.social
250 followers 25 following 260 posts
Platforms, angel investing, strategy consulting, color (and off-color) commentary, boat rocking.
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Reposted by Charles Fitzgerald
squillace.bsky.social
this one is also very good:
Gartner Pantses Itself
January 9, 2026 at 7:17 PM
Reposted by Charles Fitzgerald
squillace.bsky.social
the new phone book's out!!!!
January 9, 2026 at 7:11 PM
Reposted by Charles Fitzgerald
squillace.bsky.social
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.
January 9, 2026 at 7:14 PM
charlesfitz.bsky.social
platformonomics.com/2026/01/plat...
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!
platformonomics.com
January 9, 2026 at 7:00 PM
charlesfitz.bsky.social
platformonomics.com/2025/12/plat...
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.
platformonomics.com
December 12, 2025 at 9:00 PM
charlesfitz.bsky.social
platformonomics.com/2025/11/plat...
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.
platformonomics.com
November 21, 2025 at 7:43 PM
charlesfitz.bsky.social
platformonomics.com/2025/11/the-...
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.
platformonomics.com
November 20, 2025 at 8:15 PM
charlesfitz.bsky.social
platformonomics.com/2025/11/plat...
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.
platformonomics.com
November 14, 2025 at 7:28 PM
charlesfitz.bsky.social
platformonomics.com/2025/11/plat...
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.
platformonomics.com
November 7, 2025 at 11:19 PM
charlesfitz.bsky.social
platformonomics.com/2025/10/plat...
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!
platformonomics.com
October 31, 2025 at 5:53 PM
charlesfitz.bsky.social
platformonomics.com/2025/10/foll...
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.
platformonomics.com
October 31, 2025 at 3:50 PM
charlesfitz.bsky.social
platformonomics.com/2025/10/plat...
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.
platformonomics.com
October 24, 2025 at 6:44 PM
charlesfitz.bsky.social
platformonomics.com/2025/10/plat...
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.
platformonomics.com
October 17, 2025 at 8:11 PM
charlesfitz.bsky.social
platformonomics.com/2025/10/plat...
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.
platformonomics.com
October 10, 2025 at 7:06 PM
charlesfitz.bsky.social
platformonomics.com/2025/10/they...
OpenAI's Financial Future: They Don't Have the Money
Explore OpenAI's staggering financial commitments and the challenges that may trigger a Wile E Coyote moment for AI.
platformonomics.com
October 10, 2025 at 6:27 AM
charlesfitz.bsky.social
platformonomics.com/2025/10/plat...
Platformonomics Weekly: AI Updates and Private Equity Hijinks
Get the latest on AI infrastructure, private equity insights, and humorous tech commentary in this week’s Platformonomics TGIF roundup!
platformonomics.com
October 3, 2025 at 6:15 PM
charlesfitz.bsky.social
platformonomics.com/2025/09/plat...
The Data Center Frenzy: Balancing Energy and Investment
Stay updated with Platformonomics TGIF! Discover the latest news on AI infrastructure, Meta's ambitions, and insights into private equity trends.
platformonomics.com
September 26, 2025 at 8:37 PM
charlesfitz.bsky.social
platformonomics.com/2025/09/plat...
Latest Platformonomics TGIF: AI Money Woes and Musk's Chaos
Explore the latest insights on finance and AI ambitions in the Platformonomics newsletter, featuring exclusive commentary and updates.
platformonomics.com
September 19, 2025 at 7:59 PM
charlesfitz.bsky.social
platformonomics.com/2025/09/plat...
Oracle's stock pump, Meta's $600B, Bronny Ellison and Warner Bros, European stereotypes
Explore Platformonomics TGIF for insights on Oracle's financial struggles and Meta's $600B AI plans. Stay updated with our weekly round-up!
platformonomics.com
September 12, 2025 at 6:15 PM
charlesfitz.bsky.social
platformonomics.com/2025/09/rema...
How much CAPEX does Oracle have to spend in the next five years?
Given Oracle's new RPO backlog, what is their corresponding CAPEX requirement?
platformonomics.com
September 10, 2025 at 11:53 PM
charlesfitz.bsky.social
platformonomics.com/2025/09/why-...
How will Oracle pay for its hyperscaler dreams?
Explore Oracle's struggles to pay for data centers and keep up with the hyperscalers
platformonomics.com
September 9, 2025 at 2:38 AM
charlesfitz.bsky.social
platformonomics.com/2025/09/plat...
The week in antitrust incoherence
Explore the latest in antitrust news, including Elon Musk's lawsuit against Apple and the implications of recent Google rulings.
platformonomics.com
September 5, 2025 at 6:07 PM
charlesfitz.bsky.social
platformonomics.com/2025/08/plat...
August 22, 2025 at 6:38 PM
charlesfitz.bsky.social
platformonomics.com/2025/08/plat...
Platformonomics Weekly: Insights on AWS CAPEX, AGI, Elon Musk and the EU
Explore the latest insights from Platformonomics TGIF, covering AWS CAPEX, Elon Musk's Grok adoption problems, and the future of tech in Europe.
platformonomics.com
August 15, 2025 at 6:30 PM
charlesfitz.bsky.social
platformonomics.com/2025/08/plat...
Quarterly CAPEX Update: Insights on Big Tech's Spending Trends
Explore this week's Platformonomics TGIF for insights on Q2 CAPEX from tech giants like Amazon, Google, and Meta. Stay informed!
platformonomics.com
August 1, 2025 at 8:13 PM