@charlesfitz

Platform ecosystems, angel investing, strategy consulting, color (and off-color) commentary, boat rocking. Dinosaur scourge. Furthest South: 67⁰ 43’ 05s

 Cloud City/HQ1 (Seattle)
platformonomics.com
Joined November 2008
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Until the post-Twitter landscape resolves, my primary online hangout is platformonomics.com. You can subscribe to get my blog posts and the short-form observations that traditionally would have all been here.

Platformonomics

I’m Charles Fitzgerald and this is my blog. I write infrequent, self-referential, overly parenthetical and verbose posts mostly for my own amusement. Stylistically, think a longform version of...

platformonomics.com
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Platformonomics TGIF #142: October 9, 2026
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Platformonomics TGIF #142: October 9, 2026

Stay updated with Platformonomics TGIF! Explore insights on Oracle, accountability, and rising oil costs in Maine today.

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Platformonomics TGIF #141: October 2, 2026
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Platformonomics TGIF #141: October 2, 2026

Stay updated with Platformonomics! Discover insights on Meta's data center news and Seattle's evolving government landscape.

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platformonomics.com/2026/09/…

The City of Seattle Responds to “Don’t Be Cleveland”

Explore Seattle's economic landscape in the new report highlighting challenges and avoiding decline. Discover insights on resilience and industry shifts.

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BREAKING: Meta Announces Facebook and Instagram Rationing in New York State Due to Data Center Moratorium Access to Services Limited to Every Other Day
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platformonomics.com/2026/09/…

BREAKING: Meta Announces Facebook and Instagram Rationing in New York State Due to Data Center...

Meta limits Facebook and Instagram access to every other day in New York due to a data center moratorium, impacting local users.

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Platformonomics TGIF #140: August 28, 2026 * Who Remembers VMforce? * Antitrust Incoherence: A Footnote about a Historical Footnote * Software Migration Alert Revoked: PayPal
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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…

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Platformonomics TGIF #139: August 21, 2026
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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…

platformonomics.com
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Platformonomics TGIF #138: August 14, 2026
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Platformonomics TGIF #138: August 14, 2026

Discover insights and trends from Platformonomics TGIF, exploring Cleveland's lessons and the impact of data centers on communities.

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Platformonomics TGIF #137: August 7, 2026
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Platformonomics TGIF #137: August 7, 2026

Explore this week's Platformonomics TGIF, featuring the latest news on Oracle's AI influence and software migrations impacting users.

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Platformonomics TGIF #136: July 31, 2026
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Platformonomics TGIF #136: July 31, 2026

Discover key insights from Platformonomics on Q2 2026 CAPEX numbers for major tech giants. Stay updated with the latest trends!

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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. Or, what we like to call a good start.
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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…

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Their cumulative lifetime CAPEX spend is over $1.9 trillion. 2026 guidance goes from ~$640B in January to $735-750B A trillion in 2027 looks reasonable barring <insert your favorite bubble popping scenario> Aggregate TTM free cash flow is down 24% from a year ago.
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