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Charles Fitzgerald
Platform ecosystems, angel investing, strategy consulting, color (and off-color) commentary, boat rocking. Dinosaur scourge. Furthest South: 67⁰ 43’ 05s
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Charles Fitzgerald 18h
Replying to @dinabass
Never having used the app, I’ve not sure if mandatory or not. I assume Bloomberg has a TikTok presence so probably someone you can check with. Market updates with a beat!
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Charles Fitzgerald 19h
Seattle City Council unveils bold plan to defund the police — by 0.73% 🤔
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Charles Fitzgerald 19h
Replying to @DoPhuoc
Be sure to triangulate it to a bunch of random things you are passingly familiar with...
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Charles Fitzgerald 21h
Replying to @adamac
I toyed with doing a 7000 word post on what we don’t know, and then speculating madly anyway. But didn’t.
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Charles Fitzgerald 23h
Replying to @cloud_opinion
Exactly!
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Charles Fitzgerald 23h
Proposal: TikTok hot takes should be only delivered on TikTok. Way too many words being written given how much we don’t know...
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Charles Fitzgerald Aug 2
Replying to @mwilcox
Exactly.
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Charles Fitzgerald Aug 2
Replying to @mwilcox
FWIW, I made that up though wouldn’t be surprised if it happens…
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Charles Fitzgerald Aug 2
Replying to @charlesfitz
And extra fascinating for Brexiting UK - are they really on team EU and not with rest of the English speaking world?
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Charles Fitzgerald Aug 2
Replying to @charlesfitz
Still fascinated by Europe being excluded in proposed Tik Tok deal. To what extent is this a function of the Privacy Shield safe harbor recently being overturned? Is the untended consequence that EU gets Chinese data custody because unhappy with US custody?
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Charles Fitzgerald Aug 2
Replying to @marklucovsky
I can see you in some little French 🚗...
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Charles Fitzgerald Aug 2
Replying to @marklucovsky
Wait, you’re thinking of banning Tik Tok or the EU in your garage?
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Charles Fitzgerald Aug 2
Replying to @marklucovsky
Unless, of course, your data is stored in your garage...
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Charles Fitzgerald Aug 2
BREAKING: European Union schedules emergency meeting to discuss the bloc’s Tik Tok strategy
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Charles Fitzgerald Aug 2
Replying to @glennsc
You could make an awful lot of entertaining videos if you had your own German-speaking consultant in a suit 😉
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Charles Fitzgerald Aug 2
Replying to @adamac
Tons of due diligence to do on how would extract it, presumably while keeping service up and running. Might or might not be realistic and details could impact price materially. Maybe announcing boxes out other bidders? Probably dampens speculation at the margin.
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Charles Fitzgerald Aug 2
Replying to @dinabass
I bet there is an awful lot of due diligence to do before can set price.
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Charles Fitzgerald Aug 2
Replying to @charlesfitz
Rumor is SAP planning to buy out Tik Tok’s European footprint. Strategy is to port to ABAP, run it on the GAIA-X “cloud”, change name to HANA.
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Charles Fitzgerald Aug 2
Open question about what happens to Tik Tok in rest of world. Still Chinese-run? Interesting it is Four Eyes footprint, not Five.
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Charles Fitzgerald Aug 1
I’m sure there is a Chinese equivalent of CFIUS (aka the CPC) that has a say here. This isn’t just a routine M&A deal.
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