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Charles Fitzgerald

Charles Fitzgerald

@charlesfitz.bsky.social

240 followers 25 following 250 posts

Platforms, angel investing, strategy consulting, color (and off-color) commentary, boat rocking.

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Charles Fitzgerald @charlesfitz.bsky.social · 3d

platformonomics.com/2025/10/plat...

Platformonomics TGIF: They Don't Have the Money But Are Getting the Debt

Explore this week's Platformonomics TGIF for insights on AI funding challenges, Oracle's margins, and more news shaping the tech landscape.

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · 10d

platformonomics.com/2025/10/plat...

They Don't Have the Money or the Margins

Stay updated with Platformonomics TGIF for insights on tech finance and the latest industry news delivered straight to your inbox.

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · 11d

platformonomics.com/2025/10/they...

OpenAI's Financial Future: They Don't Have the Money

Explore OpenAI's staggering financial commitments and the challenges that may trigger a Wile E Coyote moment for AI.

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · 17d

platformonomics.com/2025/10/plat...

Platformonomics Weekly: AI Updates and Private Equity Hijinks

Get the latest on AI infrastructure, private equity insights, and humorous tech commentary in this week’s Platformonomics TGIF roundup!

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · 24d

platformonomics.com/2025/09/plat...

The Data Center Frenzy: Balancing Energy and Investment

Stay updated with Platformonomics TGIF! Discover the latest news on AI infrastructure, Meta's ambitions, and insights into private equity trends.

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Sep 19

platformonomics.com/2025/09/plat...

Latest Platformonomics TGIF: AI Money Woes and Musk's Chaos

Explore the latest insights on finance and AI ambitions in the Platformonomics newsletter, featuring exclusive commentary and updates.

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Sep 12

platformonomics.com/2025/09/plat...

Oracle's stock pump, Meta's $600B, Bronny Ellison and Warner Bros, European stereotypes

Explore Platformonomics TGIF for insights on Oracle's financial struggles and Meta's $600B AI plans. Stay updated with our weekly round-up!

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Sep 10

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

How much CAPEX does Oracle have to spend in the next five years?

Given Oracle's new RPO backlog, what is their corresponding CAPEX requirement?

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Sep 10

Updates after Oracle earnings and subsequent news
platformonomics.com/2025/09/why-...

How will Oracle pay for its hyperscaler dreams?

Explore Oracle's struggles to pay for data centers and keep up with the hyperscalers

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Sep 9

platformonomics.com/2025/09/why-...

How will Oracle pay for its hyperscaler dreams?

Explore Oracle's struggles to pay for data centers and keep up with the hyperscalers

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Sep 5

platformonomics.com/2025/09/plat...

The week in antitrust incoherence

Explore the latest in antitrust news, including Elon Musk's lawsuit against Apple and the implications of recent Google rulings.

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Aug 22

platformonomics.com/2025/08/plat...

Charles Fitzgerald @charlesfitz.bsky.social · Aug 15

platformonomics.com/2025/08/plat...

Platformonomics Weekly: Insights on AWS CAPEX, AGI, Elon Musk and the EU

Explore the latest insights from Platformonomics TGIF, covering AWS CAPEX, Elon Musk's Grok adoption problems, and the future of tech in Europe.

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Aug 5

Said differently, AI uses lots of cloud compute and storage too…

Charles Fitzgerald @charlesfitz.bsky.social · Aug 5

Enemy’s enemy makes for strange bed fellows.

Charles Fitzgerald @charlesfitz.bsky.social · Aug 5

They disembarked by choice.

Elon is one of many options in a multi-model world. And one who desperately needs enterprise credibility and distribution.

Charles Fitzgerald @charlesfitz.bsky.social · Aug 5

And did change overnight. MSFT off the OpenAI “to infinity and beyond” CAPEX train. So OpenAI looking to raise a multi-trillion dollar party round.

Charles Fitzgerald @charlesfitz.bsky.social · Aug 5

The MSFT business got them public but now they're letting OpenAI pay directly. We'll see how that goes.

Charles Fitzgerald @charlesfitz.bsky.social · Aug 5

Certainly. But my posts still break ties.

Charles Fitzgerald @charlesfitz.bsky.social · Aug 4

That is the finance lease spend (by Amazon, but I didn't actually look up my post). The spend we can't see is the spend with CoreWeave et al. MSFT bought up a lot of the neocloud capacity.

Charles Fitzgerald @charlesfitz.bsky.social · Aug 4

All online debates should be resolved by quoting me ;-)

Charles Fitzgerald @charlesfitz.bsky.social · Aug 1

UPDATE: Amazon is now breaking out CAPEX by segment on a quarterly basis. AWS spent $16.043B in Q2, so only 52% of company CAPEX spend. That is down 22% from Q1, up 25% from a year ago. 🚨🚨🚨

Charles Fitzgerald @charlesfitz.bsky.social · Aug 1

platformonomics.com/2025/08/plat...

Quarterly CAPEX Update: Insights on Big Tech's Spending Trends

Explore this week's Platformonomics TGIF for insights on Q2 CAPEX from tech giants like Amazon, Google, and Meta. Stay informed!

platformonomics.com

Charles Fitzgerald @charlesfitz.bsky.social · Jul 21

So easy to scale up when your experience building data centers is six racks and procuring your hardware from Best Buy 😜

Charles Fitzgerald @charlesfitz.bsky.social · Jul 18

platformonomics.com/2025/07/plat...

Meta Goes "Win Now", Grok Enterprise Strategy, Align McKinsey Now, AC for the EU

Explore the latest in tech with Platformonomics TGIF, insights on Meta's AI strategy, and the CAPEX behind its expansive plans.

platformonomics.com