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Posts by Charles Fitzgerald

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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 ...

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...

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I’m cited as a reference so must be good! 😉

3 days ago 1 0 0 0
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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.

platformonomics.com/2026/04/plat...

4 days ago 0 0 0 0
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.

platformonomics.com/2026/04/plat...

1 week ago 0 0 0 0
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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.

platformonomics.com/2026/04/plat...

2 weeks ago 0 0 0 0
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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.

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

3 weeks ago 0 0 0 0
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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.

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

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I flagged the Google bonds. But they all raising cash.

European investors might view hyperscaler bonds as better than other opportunities they see in their local currencies.

The dollar may go down, but it starts from super high valuation and TINA for reserve currency.

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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...

1 month ago 0 0 0 0
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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...

1 month ago 1 0 0 0
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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...

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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...

2 months ago 0 0 0 0
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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...

2 months ago 1 0 0 0
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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...

2 months ago 1 0 0 0
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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...

2 months ago 0 0 0 0
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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...

2 months ago 0 0 0 0
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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...

2 months ago 1 0 0 0
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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...

3 months ago 0 0 0 0
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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...

3 months ago 0 0 0 0

this one is also very good:

3 months ago 1 1 0 0

the new phone book's out!!!!

3 months ago 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.

3 months ago 3 1 1 0
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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...

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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...

4 months ago 0 0 0 0
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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.

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

5 months ago 0 0 0 0

Sorry - mistook for reply.

5 months ago 1 0 0 0
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Totally. Hence the post 😉

5 months ago 0 0 1 0
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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.

platformonomics.com/2025/11/the-...

5 months ago 7 3 1 1
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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.

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

5 months ago 0 0 0 0
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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.

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

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

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

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