Charles Fitzgerald (@charlesfitz)

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.

platformonomics.com/2026/03/plat...

06.03.2026 19:09 👍 0 🔁 0 💬 0 📌 0

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.

platformonomics.com/2026/02/plat...

27.02.2026 19:30 👍 1 🔁 0 💬 0 📌 0

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.

platformonomics.com/2026/02/foll...

25.02.2026 22:12 👍 1 🔁 0 💬 0 📌 1

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.

platformonomics.com/2026/02/plat...

20.02.2026 20:16 👍 0 🔁 0 💬 0 📌 0

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.

platformonomics.com/2026/02/plat...

13.02.2026 19:51 👍 1 🔁 0 💬 0 📌 0

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

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...

10.02.2026 16:57 👍 1 🔁 0 💬 0 📌 0

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.

platformonomics.com/2026/02/plat...

06.02.2026 18:48 👍 0 🔁 0 💬 0 📌 0

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.

platformonomics.com/2026/01/plat...

30.01.2026 19:09 👍 0 🔁 0 💬 0 📌 0

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!

platformonomics.com/2026/01/plat...

23.01.2026 19:48 👍 1 🔁 0 💬 0 📌 0

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.

platformonomics.com/2026/01/plat...

16.01.2026 19:42 👍 0 🔁 0 💬 0 📌 0

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.

platformonomics.com/2026/01/brin...

14.01.2026 23:52 👍 0 🔁 0 💬 0 📌 0

this one is also very good:

09.01.2026 19:17 👍 1 🔁 1 💬 0 📌 0

the new phone book's out!!!!

09.01.2026 19:11 👍 3 🔁 1 💬 0 📌 0

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.

09.01.2026 19:14 👍 3 🔁 1 💬 1 📌 0

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/2026/01/plat...

09.01.2026 19:00 👍 0 🔁 0 💬 0 📌 3

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/2025/12/plat...

12.12.2025 21:00 👍 0 🔁 0 💬 0 📌 0

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/2025/11/plat...

21.11.2025 19:43 👍 0 🔁 0 💬 0 📌 0

Sorry - mistook for reply.

21.11.2025 00:46 👍 1 🔁 0 💬 0 📌 0

Totally. Hence the post 😉

21.11.2025 00:37 👍 0 🔁 0 💬 1 📌 0

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/2025/11/the-...

20.11.2025 20:15 👍 7 🔁 3 💬 1 📌 1

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/2025/11/plat...

14.11.2025 19:28 👍 0 🔁 0 💬 0 📌 0

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.

First question is where Oracle and Meta find revenue from the CAPEX….

platformonomics.com/2025/09/rema...

platformonomics.com/2025/11/plat...

11.11.2025 01:41 👍 1 🔁 1 💬 0 📌 0

Depreciation is a third order issue when it comes to both business success and shady financing games. First is generating actual (and material) revenues from all the investment, second is free cash flow. Then you can quibble about GPU depreciation periods.

11.11.2025 01:36 👍 1 🔁 0 💬 1 📌 0

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/2025/11/plat...

07.11.2025 23:19 👍 1 🔁 1 💬 0 📌 0

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/2025/10/plat...

31.10.2025 17:53 👍 0 🔁 0 💬 0 📌 0