Charles Fitzgerald
LightNews LightNews
charlesfitz.bsky.social
Charles Fitzgerald
@charlesfitz.bsky.social
250 followers 25 following 260 posts
Platforms, angel investing, strategy consulting, color (and off-color) commentary, boat rocking.
Posts Replies Media Videos
charlesfitz.bsky.social
Sorry - mistook for reply.
November 21, 2025 at 12:46 AM
charlesfitz.bsky.social
Totally. Hence the post 😉
November 21, 2025 at 12:37 AM
charlesfitz.bsky.social
First question is where Oracle and Meta find revenue from the CAPEX….

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
charlesfitz.bsky.social
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
charlesfitz.bsky.social
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
September 10, 2025 at 7:20 PM
charlesfitz.bsky.social
Said differently, AI uses lots of cloud compute and storage too…
August 5, 2025 at 4:12 AM