Charles Fitzgerald @charlesfitz.bsky.social · 22/04/2024BREAKING: European Union Designated an Advanced Persistent Threat platformonomics.com/2024/04/brea... 000
Charles Fitzgerald @charlesfitz.bsky.social · 23/10/2023When private equity comes amalgamating, it is time to start migrating... 000
Charles Fitzgerald @charlesfitz.bsky.social · 29/09/2023Platformonomics TGIF #24: September 29, 2023 www.platformonomics.com/2023/09/plat... 010
Charles Fitzgerald @charlesfitz.bsky.social · 25/09/2023Was Amazon explicit Anthropic sat behind last week's Alexa demo? Writing a $1.25B check doesn''t make one optimistic about Amazon's own LLM... www.platformonomics.com/2023/09/plat... 000
Charles Fitzgerald @charlesfitz.bsky.social · 20/09/2023When people (like me for instance) say Salesforce isn’t a software company, that doesn’t mean they don’t innovate. The company is unrivaled when it comes to creating cartoon mascots. 110
Charles Fitzgerald @charlesfitz.bsky.social · 11/08/2023Platformonomics TGIF #18: August 11, 2023 www.platformonomics.com/2023/08/pla… 000
Charles Fitzgerald @charlesfitz.bsky.social · 04/08/2023Platformonomics TGIF #17: August 3, 2023 www.platformonomics.com/2023/08/pla… 000
Charles Fitzgerald @charlesfitz.bsky.social · 25/07/2023Will be interesting to see how AWS growth holds up 010
Charles Fitzgerald @charlesfitz.bsky.social · 25/07/2023Q2 2023 Cloud CAPEX (GOOG and MSFT) GOOG: $6.9B +1% MSFT: $10.7B +23% Still no sign of hardware refresh or GPU frenzy at Google. Typical FYQ4 spike at MSFT. 100
Charles Fitzgerald @charlesfitz.bsky.social · 21/07/2023Platformonomics TGIF #15: July 21, 2023 www.platformonomics.com/2023/07/pla… 100
Charles Fitzgerald @charlesfitz.bsky.social · 17/07/2023Great recommendation for improving AI discourse: AI is much more linear algebra class than science fiction movie 101
Charles Fitzgerald @charlesfitz.bsky.social · 30/06/2023When private equity comes amalgamating, it is time to start migrating... 111
Charles Fitzgerald @charlesfitz.bsky.social · 23/06/2023Platformonomics TGIF #12: June 23, 2023 www.platformonomics.com/2023/06/pla… 010
Charles Fitzgerald @charlesfitz.bsky.social · 16/06/2023Platformonomics TGIF #11: June 16, 2023 www.platformonomics.com/2023/06/pla… 000
Charles Fitzgerald @charlesfitz.bsky.social · 12/06/2023BREAKING: FTC lawyer emerges from time machine after visiting the future, files antitrust suit 100