Charles Fitzgerald
@charlesfitz.bsky.social
Platforms, angel investing, strategy consulting, color (and off-color) commentary, boat rocking.
First question is where Oracle and Meta find revenue from the CAPEX….
platformonomics.com/2025/09/rema...
platformonomics.com/2025/11/plat...
platformonomics.com/2025/09/rema...
platformonomics.com/2025/11/plat...
OpenAI's Search for Funding: Turning AI Dreams into Reality
Stay updated with Platformonomics' TGIF summary, covering AI news, OpenAI's funding saga, and battles in the AI API landscape.
platformonomics.com
November 11, 2025 at 1:41 AM
First question is where Oracle and Meta find revenue from the CAPEX….
platformonomics.com/2025/09/rema...
platformonomics.com/2025/11/plat...
platformonomics.com/2025/09/rema...
platformonomics.com/2025/11/plat...
Depreciation is a third order issue when it comes to both business success and shady financing games. First is generating actual (and material) revenues from all the investment, second is free cash flow. Then you can quibble about GPU depreciation periods.
November 11, 2025 at 1:36 AM
Depreciation is a third order issue when it comes to both business success and shady financing games. First is generating actual (and material) revenues from all the investment, second is free cash flow. Then you can quibble about GPU depreciation periods.
Updates after Oracle earnings and subsequent news
platformonomics.com/2025/09/why-...
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
September 10, 2025 at 7:20 PM
Updates after Oracle earnings and subsequent news
platformonomics.com/2025/09/why-...
platformonomics.com/2025/09/why-...
Said differently, AI uses lots of cloud compute and storage too…
August 5, 2025 at 4:12 AM
Said differently, AI uses lots of cloud compute and storage too…
Enemy’s enemy makes for strange bed fellows.
August 5, 2025 at 2:52 AM
Enemy’s enemy makes for strange bed fellows.
They disembarked by choice.
Elon is one of many options in a multi-model world. And one who desperately needs enterprise credibility and distribution.
Elon is one of many options in a multi-model world. And one who desperately needs enterprise credibility and distribution.
August 5, 2025 at 1:43 AM
They disembarked by choice.
Elon is one of many options in a multi-model world. And one who desperately needs enterprise credibility and distribution.
Elon is one of many options in a multi-model world. And one who desperately needs enterprise credibility and distribution.
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.
August 5, 2025 at 12:51 AM
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.
The MSFT business got them public but now they're letting OpenAI pay directly. We'll see how that goes.
August 5, 2025 at 12:43 AM
The MSFT business got them public but now they're letting OpenAI pay directly. We'll see how that goes.
Certainly. But my posts still break ties.
August 5, 2025 at 12:42 AM
Certainly. But my posts still break ties.