Charles Fitzgerald
@charlesfitz
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Platform ecosystems, angel investing, strategy consulting, color (and off-color) commentary, boat rocking. Dinosaur scourge. Furthest South: 67⁰ 43’ 05s
Cloud City/HQ1 (Seattle)
Joined November 2008
Until the post-Twitter landscape resolves, my primary online hangout is You can subscribe to get my blog posts and the short-form observations that traditionally would have all been here.
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...
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UPDATE: Amazon is now breaking out CAPEX by segment on a quarterly basis. AWS spent $16.043B in Q2, so only 52% of company CAPEX spend. That is down 22% from Q1. 🚨🚨🚨.
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Platformonomics TGIF #95: August 1, 2025. Quarterly CAPEX week and appearances from some of our favorite recurring characters (link below)
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$IBM CAPEX: $336M, down 16%. About what Microsoft spends on CAPEX in a day and a half. But “blah blah blah AI”.
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Since everyone is doing a victory lap today on Stargate
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