Charles Fitzgerald (@charlesfitz) 's Twitter Profile
Charles Fitzgerald

@charlesfitz

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

ID: 17606319

linkhttp://www.platformonomics.com calendar_today25-11-2008 00:36:44

15,15K Tweet

4,4K Followers

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Brad Silverberg (@bradsilverberg) 's Twitter Profile Photo
Brad Silverberg
@bradsilverberg

3 months ago

Today is the 30th anniversary of the release of Windows 95. It was a very memorable day. Special thanks to the team and all those who made it happen.

Today is the 30th anniversary of the release of Windows 95. It was a very memorable day. Special thanks to the team and all those who made it happen.
Charles Fitzgerald (@charlesfitz) 's Twitter Profile Photo
Charles Fitzgerald
@charlesfitz

3 months ago

Why Can't Oracle Afford Data Centers? (link below)

Why Can't Oracle Afford Data Centers? (link below)
Charles Fitzgerald (@charlesfitz) 's Twitter Profile Photo
Charles Fitzgerald
@charlesfitz

3 months ago

Remaining CAPEX Obligation Oracle hyped their Remaining Performance Obligation (revenue), but haven't said much about the CAPEX required to deliver that revenue. We look at the specific numbers. (Link in next post).

Charles Fitzgerald (@charlesfitz) 's Twitter Profile Photo
Charles Fitzgerald
@charlesfitz

3 months ago

The iron law of cloud computing is no infrastructure, no revenue.

Charles Fitzgerald (@charlesfitz) 's Twitter Profile Photo
Charles Fitzgerald
@charlesfitz

3 months ago

Oracle stock is now a one-way bet on whether Open AI can raise hundreds of billions in new capital.

Charles Fitzgerald (@charlesfitz) 's Twitter Profile Photo
Charles Fitzgerald
@charlesfitz

3 months ago

It shows the absurdity of Oracle’s claims to be “asset pretty light” – they are vastly less efficient than AWS despite bragging about not owning data centers.