Charles Fitzgerald
@charlesfitz.bsky.social
📤 248
📥 25
📝 259
Platforms, angel investing, strategy consulting, color (and off-color) commentary, boat rocking.
platformonomics.com/2025/11/plat...
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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.
https://platformonomics.com/2025/11/platformonomics-tgif-109-november-21-2025/
13 days ago
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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.
https://platformonomics.com/2025/11/the-pain-in-maine-stems-mainly-from-the-insane/
14 days ago
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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.
https://platformonomics.com/2025/11/platformonomics-tgif-108-november-14-2025/
20 days ago
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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.
https://platformonomics.com/2025/11/platformonomics-tgif-107-november-7-2025/
27 days ago
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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!
https://platformonomics.com/2025/10/platformonomics-tgif-106-october-31-2025/
about 1 month ago
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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.
https://platformonomics.com/2025/10/follow-the-capex-q3-2025-scoreboard/
about 1 month ago
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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.
https://platformonomics.com/2025/10/platformonomics-tgif-105-october-24-2025/
about 1 month ago
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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.
https://platformonomics.com/2025/10/platformonomics-tgif-104-october-17-2025/
about 2 months ago
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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.
https://platformonomics.com/2025/10/platformonomics-tgif-103-october-10-2025/
about 2 months ago
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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.
https://platformonomics.com/2025/10/they-dont-have-the-money-openai-edition/
about 2 months ago
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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!
https://platformonomics.com/2025/10/platformonomics-tgif-102-october-3-2025/
2 months ago
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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.
https://platformonomics.com/2025/09/platformonomics-tgif-101-september-26-2025/
2 months ago
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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.
https://platformonomics.com/2025/09/platformonomics-tgif-100-september-19-2025/
3 months ago
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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!
https://platformonomics.com/2025/09/platformonomics-tgif-99-september-12-2025/
3 months ago
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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?
https://platformonomics.com/2025/09/remaining-capex-obligation/
3 months ago
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How will Oracle pay for its hyperscaler dreams?
Explore Oracle's struggles to pay for data centers and keep up with the hyperscalers
https://platformonomics.com/2025/09/why-cant-oracle-afford-data-centers/
3 months ago
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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.
https://platformonomics.com/2025/09/platformonomics-tgif-98-september-5-2025/
3 months ago
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3 months ago
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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.
https://platformonomics.com/2025/08/platformonomics-tgif-96-august-15-2025/
4 months ago
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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!
https://platformonomics.com/2025/08/platformonomics-tgif-95-august-1-2025/
4 months ago
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Meta Goes "Win Now", Grok Enterprise Strategy, Align McKinsey Now, AC for the EU
Explore the latest in tech with Platformonomics TGIF, insights on Meta's AI strategy, and the CAPEX behind its expansive plans.
https://platformonomics.com/2025/07/platformonomics-tgif-94-july-18-2025/
5 months ago
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Meta's AI Strategy: Building a Superteam for Success
Explore how Meta's ambitious AI strategies reflect a 'win now' mentality, raising questions about culture and future success.
https://platformonomics.com/2025/07/meta-ai-founder-mode-or-win-now-mode/
5 months ago
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Platformonomics TGIF: Data centers as an investment, CAPEX, electricity, Elon, Founder Mode, EU, Private Equity
Stay updated with Platformonomics' TGIF, featuring insights on AI investments, data centers, and the latest tech trends impacting you.
https://platformonomics.com/2025/07/platformonomics-tgif-93-july-11-2025/
5 months ago
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AGI Negotiations Heat Up: OpenAI vs. Microsoft Insights. Private Equity Gonna Private Equity.
Stay updated with Platformonomics' TGIF newsletter, covering AGI, private equity, and the latest industry insights in tech and finance.
https://platformonomics.com/2025/06/platformonomics-tgif-92-june-27-2025/
5 months ago
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Weekly Insights: Socrates and MIT Lament Brain Rotting, More Antitrust Incoherence, Meta's Hail Mary's
Explore the latest TGIF roundup on AI, innovation concerns, and antitrust issues shaping the tech landscape—stay informed with Platformonomics.
https://platformonomics.com/2025/06/platformonomics-tgif-91-june-20-2025/
6 months ago
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Platformonomics TGIF #91: June 20, 2025 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 News Socrates Says Writing Will Rot Your Brain Academics Say ChatGPT Will Rot Your…
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Platformonomics TGIF #91: June 20, 2025
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 News Socrates Says Writing Will Rot Your Brain Academics Say ChatGPT Will Rot Your Brain This is a small and easy to critique study, but still got tons of coverage. The media love to amplify pessimism about innovation, yet have almost no interest in exploring potential positives.
https://platformonomics.com/2025/06/platformonomics-tgif-91-june-20-2025/
6 months ago
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Oracle's CAPEX Numbers
Explore Oracle's latest earnings report and CAPEX growth compared to competitors, revealing challenges in building data centers and future revenues.
https://platformonomics.com/2025/06/platformonomics-tgif-90-june-13-2025/
6 months ago
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Platformonomics TGIF #90: June 13, 2025 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 Oracle reported this week: still hyperbolic, not hypercloud. News Why Can't Oracle…
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Platformonomics TGIF #90: June 13, 2025
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 Oracle reported this week: still hyperbolic, not hypercloud. News Why Can't Oracle Build Data Centers? FY25 Q4 Edition The most bestest cloud in the entire universe (also known by some as the asbestos cloud…
https://platformonomics.com/2025/06/platformonomics-tgif-90-june-13-2025/
6 months ago
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Platformonomics TGIF #89: June 6, 2025 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 And we're back! A lot has happened in recent weeks while I was indisposed and/or…
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Platformonomics TGIF #89: June 6, 2025
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 And we're back! A lot has happened in recent weeks while I was indisposed and/or distracted which I may or may not revisit. But most importantly, I've been threatening a year long celebration of this blog's 20th anniversary, and I am afraid that anniversary is…
https://platformonomics.com/2025/06/platformonomics-tgif-89-june-6-2025/
6 months ago
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Twenty Years of Platformonomics Tl;dr: Time’s arrow is unrelenting My first post here was June 6, 2005. At the time, we were testing the corporate blogging waters at Microsoft, watching communications and community evolve online. I was on team “let’s try it” and had helped formulate the company’s…
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Twenty Years of Platformonomics
Tl;dr: Time’s arrow is unrelenting My first post here was June 6, 2005. At the time, we were testing the corporate blogging waters at Microsoft, watching communications and community evolve online. I was on team “let’s try it” and had helped formulate the company’s initial and deeply nuanced blogging policy of “don’t be stupid”. There was a fair amount of internal debate whether employees should be allowed to blog (ironically, one of the biggest opponents later became a prolific blogger).
https://platformonomics.com/2025/06/twenty-years-of-platformonomics/
6 months ago
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Platformonomics - Platformonomics TGIF #88: May 9, 2025
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 back, at l…
https://platformonomics.com/2025/05/platformonomics-tgif-88-may-9-2025/
7 months ago
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Platformonomics TGIF #88: May 9, 2025 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 back, at least briefly. More regular weekly installments should resume May 30.…
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Platformonomics TGIF #88: May 9, 2025
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 back, at least briefly. More regular weekly installments should resume May 30. This week: Q1 CAPEX, Elon bolsters the case for not taking a dependency on him, Buffett's big shoes, the opportunity cost of cloud repatriation, and breaking Dunning-Kruger news.
https://platformonomics.com/2025/05/platformonomics-tgif-88-may-9-2025/
7 months ago
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reposted by
Charles Fitzgerald
Corey Quinn
8 months ago
When
@charlesfitz.bsky.social
called Oracle Cloud the “most bestest cloud” I reasonably misheard it as “asbestos cloud.”
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Platformonomics - Platformonomics TGIF #87: April 11, 2025
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 -Onomics continues to …
https://platformonomics.com/2025/04/platformonomics-tgif-87-april-11-2025/
8 months ago
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Platformonomics TGIF #87: April 11, 2025 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 -Onomics continues to dominant this week, but there is some tech insanity as well.…
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Platformonomics TGIF #87: April 11, 2025
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 -Onomics continues to dominant this week, but there is some tech insanity as well. Newsletters will be infrequent to non-existent in coming weeks, as Platformonomics will be uncharacteristically busy. Anything before May 9 is iffy, but the Meta antitrust case may prove irresistible...
https://platformonomics.com/2025/04/platformonomics-tgif-87-april-11-2025/
8 months ago
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reposted by
Charles Fitzgerald
rweckel
8 months ago
A MUST read from
@charlesfitz.bsky.social
"APIs are a sacred covenant between platforms and developers, and should be neither casually offered nor casually embraced. Relying on an API is a high-trust decision in our increasingly low-trust world."
platformonomics.com/2025/04/neve...
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Platformonomics - Never Take a Dependency on Elon Musk: Grok API Edition
Previous companies built on the Twitter API (above) I’ve written before about why you should never take a dependency on Elon Musk for anything, but the introduction of an API for Grok AI compels me…
https://platformonomics.com/2025/04/never-take-a-dependency-on-elon-musk-grok-api-edition/
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Platformonomics - Never Take a Dependency on Elon Musk: Grok API Edition
Previous companies built on the Twitter API (above) I’ve written before about why you should never take a dependency on Elon Musk for anything, but the introduction of an API for Grok AI compels me…
https://platformonomics.com/2025/04/never-take-a-dependency-on-elon-musk-grok-api-edition/
8 months ago
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Never Take a Dependency on Elon Musk: Grok API Edition Previous companies built on the Twitter API (above) I’ve written before about why you should never take a dependency on Elon Musk for anything, but the introduction of an API for Grok AI compels me to further belabor this point. APIs are a…
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Never Take a Dependency on Elon Musk: Grok APIÂ Edition
Previous companies built on the Twitter API (above) I’ve written before about why you should never take a dependency on Elon Musk for anything, but the introduction of an API for Grok AI compels me to further belabor this point. APIs are a sacred covenant between platforms and developers, and should be neither casually offered nor casually embraced. Relying on an API is a high-trust decision in our increasingly low-trust world.
https://platformonomics.com/2025/04/never-take-a-dependency-on-elon-musk-grok-api-edition/
8 months ago
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Platformonomics - Platformonomics TGIF #86: April 4, 2025
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 Leaning into the -onom…
https://platformonomics.com/2025/04/platformonomics-tgif-86-april-4-2025/
8 months ago
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Platformonomics TGIF #86: April 4, 2025 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 Leaning into the -onomics this week as platform antics seem so trivial right now.…
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Platformonomics TGIF #86: April 4, 2025
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 Leaning into the -onomics this week as platform antics seem so trivial right now. Feeling bad I didn't write that 6,000 word post on trade I'd been contemplating. Wondering whether we've reached the end of the Big Tech Era?
https://platformonomics.com/2025/04/platformonomics-tgif-86-april-4-2025/
8 months ago
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Platformonomics - Platformonomics TGIF #85: March 28, 2025
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 Denial and delusion is…
https://platformonomics.com/2025/03/platformonomics-tgif-85-march-28-2025/
8 months ago
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Platformonomics TGIF #85: March 28, 2025 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 Denial and delusion is our theme for the week. Data center demand. Google Cloud's…
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Platformonomics TGIF #85: March 28, 2025
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 Denial and delusion is our theme for the week. Data center demand. Google Cloud's GPU offering. Oracle "security". A European "hyperscaler". Amazon branding. DOGE Porting Plans. Private equity valuations. News Capex Clues: CoreWeave IPO…
https://platformonomics.com/2025/03/platformonomics-tgif-85-march-28-2025/
8 months ago
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Platformonomics TGIF #84: March 14, 2025 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 Lots of database vampire and antitrust incoherence this week. No missive next…
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Platformonomics TGIF #84: March 14, 2025
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 Lots of database vampire and antitrust incoherence this week. No missive next week. News ClownWatch™: Oracle FY25 Q3 Database vampire, the x-axis of cloud CAPEX and most amazeballs company ever (to hear them tell it) Oracle reported Q3 earnings.
https://platformonomics.com/2025/03/platformonomics-tgif-84-march-14-2025/
9 months ago
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Platformonomics TGIF #83: March 7, 2025 Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. I made a third appearance on the Telco20 podcast to discuss 2024 hyperCAPEX numbers and contrast them with telco…
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Platformonomics TGIF #83: March 7, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. I made a third appearance on the Telco20 podcast to discuss 2024 hyperCAPEX numbers and contrast them with telco industry spending. It is a quick 19 minute review of the numbers, plus I express skepticism about the current outbreak of telco AI dreams (and look back at how their internet/cloud/edge dreams panned out).
https://platformonomics.com/2025/03/platformonomics-tgif-83-march-7-2025/
9 months ago
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reposted by
Charles Fitzgerald
rweckel
9 months ago
Another excellent edition of
#Platformnomics
newsletter from
@charlesfitz.bsky.social
platformonomics.com/2025/02/plat...
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Platformonomics - Platformonomics TGIF #82: February 28, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe ch…
https://platformonomics.com/2025/02/platformonomics-tgif-82-february-28-2025/
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Platformonomics TGIF #82: February 28, 2025 Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft's "Couple Hundred…
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Platformonomics TGIF #82: February 28, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft's "Couple Hundred Megawatts" Bit of a freakout this week over rumors Microsoft had delayed or cancelled a "couple hundreds megawatts" of capacity. This doesn't seem very well sourced and Microsoft reiterated its $80 billion CAPEX guidance, but still has been seen as bearish for Microsoft stock (and the AI trade overall, but more so for Microsoft).
https://platformonomics.com/2025/02/platformonomics-tgif-82-february-28-2025/
9 months ago
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10 months ago
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Platformonomics - Platformonomics TGIF #80: February 14, 2025
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 Our annual CAPEX festi…
https://platformonomics.com/2025/02/platformonomics-tgif-80-february-14-2025/
10 months ago
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reposted by
Charles Fitzgerald
Mary Branscombe
10 months ago
Meta, the runt of the hyperCAPEX litter, spent more on CAPEX in 2024 than outspoken nanocloud promoter Oracle has in its nearly 50 year history 🤡
add a skeleton here at some point
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It is time for our annual cloud and AI CAPEX analysis. Welcome to the four comma club.
platformonomics.com/2025/02/foll...
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Platformonomics - Follow the CAPEX: Cloud Table Stakes 2024 Retrospective
Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud…
https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/
10 months ago
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