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Platformonomics

platformonomics.com

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 Twitter.

Tech news / industrySociety / politics / economy

’05’10’15’20’25
Posts
442 from 6 Jun 2005 to 27 Oct 2026
Posting
weekly (52 in the last year)
Kind
personal blog
Feed
https://platformonomics.com/feed/

2026 44

  1. Federal Reserve Issues Federal Agentic Market Committee Statement (October 2026)
  2. Platformonomics TGIF #143: October 23, 2026
  3. Platformonomics TGIF #142: October 9, 2026
  4. Platformonomics TGIF #141: October 2, 2026
  5. The City of Seattle Responds to “Don’t Be Cleveland”
  6. BREAKING: Meta Announces Facebook and Instagram Rationing in New York State Due to Data Center Moratorium
  7. Platformonomics TGIF #140: August 28, 2026
  8. Platformonomics TGIF #139: August 21, 2026
  9. Platformonomics TGIF #138: August 14, 2026
  10. Platformonomics TGIF #137: August 7, 2026
  11. Platformonomics TGIF #136: July 31, 2026
  12. Follow the CAPEX: Q2 2026 Scoreboard
  13. Federal Reserve Issues Federal Agentic Market Committee Statement
  14. Platformonomics TGIF #135: July 24, 2026
  15. Platformonomics TGIF #134: July 10, 2026
  16. Governor’s new economic council snubs startups, forgets AI
  17. Platformonomics TGIF #133: July 2, 2026
  18. Platformonomics TGIF #132: June 26, 2026
  19. Platformonomics TGIF #131: June 19, 2026
  20. Platformonomics TGIF #130: June 12, 2026
  21. Platformonomics TGIF #129: June 5, 2026
  22. Platformonomics TGIF #128: May 29, 2026
  23. Platformonomics TGIF #127: May 22, 2026
  24. Platformonomics TGIF #126: May 8, 2026
  25. Platformonomics TGIF #125: May 1, 2026
  26. Follow the CAPEX: Q1 2026 Scoreboard
  27. You Can’t Blame Data Centers in Seattle for Our Skyrocketing Electricity Prices
  28. Platformonomics TGIF #124: April 17, 2026
  29. Platformonomics TGIF #123: April 10, 2026
  30. Platformonomics TGIF #122: April 3, 2026
  31. Platformonomics TGIF #121: March 27, 2026
  32. Platformonomics TGIF #120: March 13, 2026
  33. Platformonomics TGIF #119: March 6, 2026
  34. Platformonomics TGIF #118: February 27, 2026
  35. Follow the CAPEX 2025 Retrospective
  36. Platformonomics TGIF #117: February 20, 2026
  37. Platformonomics TGIF #116: February 13, 2026
  38. A Warning to Seattle: Don’t Become the Next Cleveland
  39. Platformonomics TGIF #115: February 6, 2026
  40. Platformonomics TGIF #114: January 30, 2026
  41. Platformonomics TGIF #113: January 23, 2026
  42. Platformonomics TGIF #112: January 16, 2026
  43. Bringing the Federal Reserve into the Agentic Era
  44. Platformonomics TGIF #111: January 9, 2026

2025 47

  1. The Pain in New England Stems Mainly from the Insane
  2. Platformonomics TGIF #110: December 12, 2025
  3. Platformonomics TGIF #109: November 21, 2025
  4. The Pain in Maine Stems Mainly from the Insane
  5. Platformonomics TGIF #108: November 14, 2025
  6. Platformonomics TGIF #107: November 7, 2025
  7. Platformonomics TGIF #106: October 31, 2025
  8. Follow the CAPEX: Q3 2025 Scoreboard
  9. Platformonomics TGIF #105: October 24, 2025
  10. Platformonomics TGIF #104: October 17, 2025
  11. Platformonomics TGIF #103: October 10, 2025
  12. They Don’t Have the Money: OpenAI Edition
  13. Platformonomics TGIF #102: October 3, 2025
  14. Platformonomics TGIF #101: September 26, 2025
  15. Platformonomics TGIF #100: September 19, 2025
  16. Platformonomics TGIF #99: September 12, 2025
  17. Remaining CAPEX Obligation
  18. Why Can’t Oracle Afford Data Centers?
  19. Platformonomics TGIF #98: September 5, 2025
  20. Platformonomics TGIF #97: August 22, 2025
  21. Platformonomics TGIF #96: August 15, 2025
  22. Platformonomics TGIF #95: August 1, 2025
  23. Platformonomics TGIF #94: July 18, 2025
  24. Meta AI: Founder Mode or “Win Now” Mode?
  25. Platformonomics TGIF #93: July 11, 2025
  26. Platformonomics TGIF #92: June 27, 2025
  27. Platformonomics TGIF #91: June 20, 2025
  28. Platformonomics TGIF #90: June 13, 2025
  29. Platformonomics TGIF #89: June 6, 2025
  30. Twenty Years of Platformonomics
  31. Platformonomics TGIF #88: May 9, 2025
  32. Platformonomics TGIF #87: April 11, 2025
  33. Never Take a Dependency on Elon Musk: Grok API Edition
  34. Platformonomics TGIF #86: April 4, 2025
  35. Platformonomics TGIF #85: March 28, 2025
  36. Platformonomics TGIF #84: March 14, 2025
  37. Platformonomics TGIF #83: March 7, 2025
  38. Platformonomics TGIF #82: February 28, 2025
  39. Platformonomics TGIF #81: February 21, 2025
  40. Platformonomics TGIF #80: February 14, 2025
  41. Follow the CAPEX: Cloud Table Stakes 2024 Retrospective
  42. Platformonomics TGIF #79: February 7, 2025
  43. Platformonomics TGIF #78: January 31, 2025
  44. Platformonomics TGIF #77: January 24, 2025
  45. Welcome to the Khakiocracy
  46. The Inflation-Adjusted Unicorn
  47. Platformonomics TGIF #76: January 10, 2025

2024 50

  1. Oracle’s Data Center Difficulties: FY25 Q2
  2. Platformonomics TGIF #75: December 6, 2024
  3. Platformonomics TGIF #74: November 22, 2024
  4. Platformonomics TGIF #73: November 15, 2024
  5. Introducing the Platformonomics Cloud Reactor Tracker
  6. Platformonomics TGIF #72: November 8, 2024
  7. Platformonomics TGIF #71: November 1, 2024
  8. A Post About The Washington Post
  9. Platformonomics TGIF #70: October 25, 2024
  10. Platformonomics TGIF #69: October 18, 2024
  11. Platformonomics TGIF #68: October 11, 2024
  12. Platformonomics TGIF #67: October 4, 2024
  13. Platformonomics TGIF #66: September 27, 2024
  14. Platformonomics TGIF #65: September 20, 2024
  15. Platformonomics TGIF #64: September 13, 2024
  16. Platformonomics TGIF #63: September 6, 2024
  17. Platformonomics TGIF #62: August 30, 2024
  18. Platformonomics TGIF #61: August 16, 2024
  19. Platformonomics TGIF #60: August 9, 2024
  20. Platformonomics TGIF #59: July 26, 2024
  21. Platformonomics TGIF #58: July 19, 2024
  22. Platformonomics TGIF #57: July 12, 2024
  23. Platformonomics TGIF #56: June 28, 2024
  24. Platformonomics TGIF #55: June 21, 2024
  25. Platformonomics TGIF #54: June 14, 2024
  26. Why Can’t Oracle Build Data Centers?
  27. Platformonomics TGIF #53: June 7, 2024
  28. Platformonomics TGIF #52: May 31, 2024
  29. Platformonomics TGIF #51: May 24, 2024
  30. Platformonomics TGIF #50: May 3, 2024
  31. Platformonomics TGIF #49: April 26, 2024
  32. BREAKING: European Union Designated an Advanced Persistent Threat
  33. Platformonomics TGIF #48: April 19, 2024
  34. Platformonomics TGIF #47: April 12, 2024
  35. Follow the CAPEX: The Clown Car Race Checkered Flag
  36. Platformonomics TGIF #46: April 5, 2024
  37. Platformonomics TGIF #45: March 29, 2024
  38. Platformonomics TGIF #44: March 15, 2024
  39. Platformonomics TGIF #43: March 8, 2024
  40. Platformonomics TGIF #42: March 1, 2024
  41. Platformonomics TGIF #41: February 23, 2024
  42. Follow the CAPEX: Triangulating NVIDIA
  43. Platformonomics TGIF #40: February 16, 2024
  44. Platformonomics TGIF #39: February 9, 2024
  45. Follow the CAPEX: Cloud Table Stakes 2023 Retrospective
  46. Platformonomics TGIF #38: February 2, 2024
  47. Platformonomics TGIF #37: January 26, 2024
  48. Platformonomics TGIF #36: January 19, 2024
  49. Platformonomics TGIF #35: January 12, 2024
  50. Platformonomics TGIF #34: January 5, 2024

2023 42

  1. Platformonomics TGIF #33: December 8, 2023
  2. Platformonomics TGIF #32: December 1, 2023
  3. Platformonomics TGIF #31: November 17, 2023
  4. The New and Improved Platformonomics
  5. Platformonomics TGIF #30: November 10, 2023
  6. Platformonomics TGIF #29: November 3, 2023
  7. Platformonomics TGIF #28: October 27, 2023
  8. Platformonomics TGIF #27: October 20, 2023
  9. Platformonomics TGIF #26: October 13, 2023
  10. Platformonomics TGIF #25: October 6, 2023
  11. Platformonomics TGIF #24: September 29, 2023
  12. Culture Clash Conjecture: Amazon and Anthropic
  13. Platformonomics TGIF #23: September 22, 2023
  14. Platformonomics TGIF #22: September 15, 2023
  15. Platformonomics TGIF #21: September 8, 2023
  16. Platformonomics TGIF #20: September 1, 2023
  17. Platformonomics TGIF #19: August 25, 2023
  18. Platformonomics TGIF #18: August 11, 2023
  19. Platformonomics TGIF #17: August 3, 2023
  20. Platformonomics X (formerly TGIF) #16: July 28, 2023
  21. Platformonomics TGIF #15: July 21, 2023
  22. Platformonomics TGIF #14: July 7, 2023
  23. Platformonomics TGIF #13: June 30, 2023
  24. Platformonomics TGIF #12: June 23, 2023
  25. Platformonomics TGIF #11: June 16, 2023
  26. Platformonomics TGIF #10: June 9, 2023
  27. Platformonomics TGIF #9: June 2, 2023
  28. Platformonomics TGIF #8: May 26, 2023
  29. Platformonomics TGIF #7: May 19, 2023
  30. Platformonomics TGIF #6: May 12, 2023
  31. Platformonomics Repatriation Index™ – Q1 2023: Surf’s Up?
  32. Platformonomics TGIF #5: May 5, 2023
  33. Tweetstorm Digest: The Google CAPEX Mystery
  34. Platformonomics TGIF #4: April 28, 2023
  35. A New Antitrust Doctrine
  36. Platformonomics TGIF #3: April 21, 2023
  37. Platformonomics TGIF #2: April 14, 2023
  38. Platformonomics TGIF #1: April 7, 2023
  39. Tweetstorm Digest: Reaction to Oracle Earnings and Coverage of Oracle Earnings
  40. Platformonomics Repatriation Index ™ – Q4 2022: The Search Continues
  41. Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
  42. 2022 Platformonomics Year in Review

2022 14

  1. “Supercloud” RIP
  2. Supercloudifragilisticexpialidocious VII: March Madness (Except in November)
  3. Introducing the Platformonomics Repatriation Index™
  4. Supercloudifragilisticexpialidocious VI: The Nightmare Continues
  5. Supercloudifragilisticexpialidocious V: Everything is Not a Thing
  6. Cloud Power Up
  7. Should I Stay or Should I Go
  8. Things I Still Don’t Understand: Pricey Metaverse Real Estate
  9. Supercloudifragilisticexpialidocious IV: Please Just Stop
  10. Follow the CAPEX: Keeping Up With The Clowns
  11. Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
  12. The Great Startup Reset: Why Founders Should Prepare for Lower Valuations
  13. Supercloudifragilisticexpialidocious III: The Direct to Video Release including Deleted Scenes
  14. Supercloudifragilisticexpialidocious II: Questions Remain

2021 18

  1. 2021 Platformonomics Blog Retrospective
  2. Supercloudifragilisticexpialidocious
  3. The Cloudless Cloud Company
  4. Things I Don’t Understand: Pricey Metaverse Real Estate
  5. Tweetstorm Digest: Reactions to Barron’s “IBM’s Reboot” Story
  6. Let a Bot Run the Federal Reserve: 2021 Edition
  7. The Minesweeper Moment
  8. Living in a Glass House: What is the New York Times?
  9. SaaS Sprawl and the Potential for Market Consolidation
  10. SaaS Sprawl and the Potential for Market Consolidation
  11. Cloud City Virtual Meetup: The Cloud Meets Open Source — A Conversation with Matt Asay (April 21, 2021)
  12. Living in a Glass House: The New York Times On Tech
  13. Follow the CAPEX: Oracle FY21 Q3 Update
  14. Starlink, Stasis and “Capacity Shortfall”
  15. Follow the CAPEX: Digital Ocean
  16. Cloud City Virtual Meetup: Joe Lonsdale, cofounder of Palantir, Addepar, and 8VC (February 23)
  17. Follow the CAPEX: Cloud Table Stakes 2020 Retrospective
  18. Cloud City Virtual Meetup: The Future of Cloud City and Post-Pandemic Seattle (January 21)

2020 16

  1. 2020 Platformonomics Blog Retrospective
  2. The DOJ Play at Home Game
  3. Reminder: Bob Muglia joins the Cloud City Virtual Meetup this Wednesday (December 9) at noon Pacific Time
  4. Slackforce and the Beginning of the End of SaaS Sprawl
  5. Cloud City Virtual Meetup: Bob Muglia and the Modern Data Stack (December 9)
  6. Pandemic CAPEX — Q3 2020 Update
  7. The Cloud City Meetup Goes Virtual
  8. IBM’s “Cloud” Business (or Lack Thereof)
  9. Press Releases We’d Like to See: Daryl Morey, Trey Parker and Matt Stone Awarded the 2020 Nobel Peace Prize
  10. Hey Loser!
  11. Can Brian Hall Fix What Ails Google Cloud?
  12. Follow the CAPEX: Clown Watch
  13. The Geopolitical Game Board – March 2020
  14. Follow the CAPEX: Cloud Table Stakes 2019 Edition
  15. IBM’s Lost Decade
  16. 2019 Blog Retrospective

2019 11

  1. The Platformonomics Holiday Shopping Guide 2019
  2. Dining Preferences of the Cloud and Open Source: Who Eats Who?
  3. Press Releases We’d Like to See: Facebook Announces Political Advertising Blackout for 2020 US Presidential Election
  4. Press Releases From the Future: HCL Technologies to Acquire Red Hat Software Products from IBM for $340 Million
  5. The Cloud is Not Flat – 2019 Edition
  6. A Very Cold Take on IBM, Red Hat and Their Hybrid Cloud Hyperbole
  7. Regulating Facebook: A Proposal
  8. Nominating a Bot to the Federal Reserve Doesn’t Seem So Crazy Now Does It?
  9. Follow the CAPEX: Commercial Open Source vs. the Cloud
  10. Follow the CAPEX: Cloud Table Stakes 2018 Edition
  11. Missing the (Bamboo) Forest for the (Apple) Trees

2018 5

  1. If I Had $34000000000
  2. Press Releases We’d Like to See: Larry Page and Mark Zuckerberg to Attend Cannes Advertising Festival
  3. Follow the CAPEX: Separating the Clowns from the Clouds
  4. The Cloud is Not Flat – 2018 Edition
  5. Follow the CAPEX: Cloud Table Stakes 2017 Edition

2017 2

  1. The Cloud is Not Flat
  2. Follow the CAPEX: Cloud Table Stakes

2016 10

  1. The Spectacle that is Dreamforce
  2. Sorry Oracle, Clouds are Built with CAPEX, Not Hyperbole
  3. Tweetstorm Digest: August 4, 2016
  4. Virtual Reality Realities: Summer 2016
  5. A Wikipedia a Day Keeps Facebook Away
  6. Book Review: Disrupted: My Misadventure in the Start-up Bubble
  7. Google’s Scalability Day
  8. New Heights in Collateralization: Cheese Bonds
  9. Understanding Cloud Numbers
  10. A Dispatch from Cloud City – State of the Union 2016

2015 9

  1. Fumbling the Future: Virtual Reality Edition?
  2. Tweetstorm Digest: June 17, 2015
  3. Top Ten Reactions to Latest IBM “Billion Dollar” Inanity
  4. Tweetstorm Digest: May 19, 2015
  5. AWS and the Bonfire of Amazon’s Vanities
  6. Book Review: Whiskey Tango Foxtrot
  7. Tweetstorm Digest: January 26, 2015
  8. Separated at Birth: VR Edition
  9. A Dispatch from Cloud City – 2014 Retrospective

2014 9

  1. Announcing the 2014 Cloud Computing Person of the Year
  2. Boxed In
  3. Segmenting Virtual Reality
  4. Ballmer vs. Chambers: A Corporate Cage Match
  5. Tweetstorm Digest: July 10, 2014
  6. Dinosaur Row
  7. Beauty is in the Eye of the Beholder, Not the Copywriter
  8. Small Blue and the Bonsai Datacenter
  9. Chump Change

2013 21

  1. A Dispatch from Cloud City
  2. Microsoft Decisions: What and Who
  3. Dinosaur Down: IBM’s Q3 Earnings
  4. Exploring Alternative History
  5. The Disruptors vs. the Disrupted
  6. Looking Ahead
  7. Filling Big Shoes
  8. A Handicapper’s Guide
  9. Forget Summers and Yellen: Let a Bot Run the Federal Reserve
  10. Now Every Company Really Is A…
  11. Open Season: A Short Industrial Drama
  12. Dino Watch: IBM’s Q2 Results
  13. Enter The Matrix: Microsoft’s Reorg
  14. Iceland and Bitcoin: A Cryptocurrency Cascade
  15. A Cretaceous Checkpoint
  16. Press Releases We’d Like to See: Iceland Embraces the Bitcoin Economy
  17. Time for Some New Adventures
  18. Third Time’s a Charm?
  19. A Very Targeted Tax Cut
  20. IBM: How Much Longer Do the Good Times Last?
  21. Change as a Constant

2012 2

  1. The Rise of the Machines – A Reading List
  2. WARMer or Colder?

2011 7

  1. Do Not Call: Robodialer Retaliation Coming Soon?
  2. Amazon: Retailer or Platform Company?
  3. A Tale of Two Stocks
  4. Fun With Numbers: New York Times Digital Subscriptions Edition
  5. Strategic Sprawl, We Do It All
  6. Economic Forecasting in Alternative Universes
  7. A WARM-Up Act

2010 20

  1. Great Comment Spam
  2. Quantitative Easing Explained
  3. Fun with Numbers: State Fiscal Policy Edition
  4. The Baby Bills Are Back
  5. So Who is Giddy About Windows Phone 7?
  6. The Hole in Android and Google’s Double Pony Problem
  7. Do Not Call – What Part of That is Unclear?
  8. A Perfect Match
  9. Senator Blowhard – Still At It
  10. Must Have Software: Google Analytics Opt-Out
  11. Book Review: Cognitive Surplus – Clay Shirky
  12. The Decline and Fall of Mozilla – Continued
  13. Upgraded to WordPress
  14. Where are the Windows 7 Tablets?
  15. Putting Your Head in a Vise
  16. A Temporal Stimulus
  17. Sundown
  18. Priceless Indeed
  19. iPad Observations
  20. Box Movers

2009 35

  1. Live SkiFree or Die
  2. It’s Microzilla Time
  3. Dreamliner First Flight
  4. Conspiracy Theorizing
  5. I Went to China and All I Got Was This Lousy iPhone
  6. This Nobel Prize Thing
  7. Phuw
  8. Omnia Iam Fient Quae Posse Negabam
  9. The Wisdom of Clowns?
  10. Bionic Eyesight
  11. Hoping for Change: Monetary Policy Edition
  12. Less Lobbying, More Bug-Fixing
  13. Good for the Goose
  14. Back(b)log
  15. When is a Netbook Not a Netbook?
  16. More SORE
  17. Is Twitter the Next Second Life?
  18. Windows XP Really is Immortal
  19. Notes from the Super Heavyweight Bout
  20. Fixations
  21. Soracle
  22. Circling the Drain – Maybe the Government Can Help?
  23. From an Undisclosed Location
  24. Book Review: Daemon – Daniel Suarez
  25. Pre-Reading for the Apocalypse
  26. Math as a Service
  27. Say It Ain’t So
  28. Sony and the Joy of Overpriced Netbooks
  29. Regulating the Land that Moore’s Law Forgot
  30. Circling the Drain – More Time for the Times (of New York)
  31. Always Look on the Bright Side of Life
  32. Circling the Drain – “End Times” in May?
  33. Circling the Drain – The End Game Begins
  34. Circling the Drain – The End Game Commences?
  35. SOA: “Never Mind”

2008 34

  1. The Italian Cheese Wheel Bailout
  2. Circling the Drain – Part 5
  3. What is CitiGroup Smoking?
  4. Circling the Drain – Part 4
  5. A Little Sunshine
  6. Yo Decho
  7. A Noble Cause
  8. Calling the Election
  9. My Vote
  10. Feedburner Under Google: “Dreck”
  11. Negative Intrinsic Value?
  12. The NASCAR Bailout
  13. But Are They on Twitter?
  14. MySQL or My Bad?
  15. Silver Lining?
  16. IBM Threatens to Take Bat and Ball, Go Home
  17. Circling the Drain – Part 3
  18. Taleb on Suckers
  19. The Agony of Defeat
  20. The Sign of a Great Statesman
  21. President Blowhard?
  22. Taleb’s Tips for Life
  23. Circling the Drain – Part 2
  24. A Major Milestone
  25. Nixon White House
  26. Circling the Drain?
  27. Good News…The Sky is Falling
  28. Sony and the Joy of Craplets
  29. Forecast: Cloudy, Definitely Not Sunny
  30. I, RoboChamp
  31. IBM Pulls Late April Fool’s Prank?
  32. Book Review: The Big Switch
  33. Whither the New York Times?
  34. The End of an Era

2007 29

  1. OpenSocial: Reality Sets In
  2. Sos
  3. Blue Haze
  4. Soundbite of the Week
  5. Pulling Out the Old Playbook
  6. Still More IBM Patent Tomfoolery
  7. Book Review: Options – Fake Steve Jobs
  8. The Future of Advertising Isn’t…
  9. Oracle BEArs Down
  10. IBM Beats Hasty Retreat
  11. Patently Nonsense
  12. The Much Misunderstood Larry Ellison
  13. Giving 110%: Viticulture Division
  14. Toto, We’re Not in Mediocristan Any More
  15. Tick, Tock, Let’s Mock
  16. Or Maybe Your Model Leaves Something to be Desired…
  17. Christopher Hitchens on Harry Potter
  18. Fake Steve Unmasked – A Nation Mourns
  19. The IBM LBO Continues…
  20. It’s the Balance of Profits, Stupid
  21. Fog in Cable, Continent Cut Off
  22. There is No Free Lunch (Continued)
  23. There is No Free Lunch (Especially in France)
  24. Hubris Alert?
  25. Book Review: The Black Swan
  26. This is a Healthy Business?
  27. What Transpired with Wired?
  28. Uninspired by Wired
  29. Great Headline

2006 9

  1. Do You?
  2. I Have Seen the Future in Japan
  3. A New Approach to Earnings Calls?
  4. The HP Frenzy
  5. The HP Frenzy
  6. World Cup Mania
  7. Enroncology
  8. Down and Out-sourced
  9. No Software

2005 8

  1. Why X Doesn’t Matter
  2. Utility Computing or Futility Computing?
  3. The Gilder Fallacy
  4. From Browse to Search to Subscribe Revisited
  5. The Power of Ecosystems
  6. Mind the Bathwater
  7. From Browse to Search to Subscribe
  8. Taking the Plunge