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Charles Fitzgerald Profile picture
Charles Fitzgerald
@charlesfitz
Platform ecosystems, angel investing, strategy consulting, color (and off-color) commentary, boat rocking. Dinosaur scourge. Furthest South: 67⁰ 43’ 05s
Andy Gardner Profile picture 1 subscribed
Nov 30, 2021 • 14 tweets • 1 min read
Did I accidentally dial into a history seminar? 30 minutes in. Still no new databases. Or anything except a chip turn.
Nov 30, 2021 • 12 tweets • 2 min read
Pre:Invent 🧵 /1 AWS is dropping hints of where the elephant is going to lay down this week at re:Invent: /2

siliconangle.com/2021/11/28/new… Image
Nov 28, 2021 • 13 tweets • 3 min read
Barron’s makes its semi-regular pitch for IBM’s imminent reincarnation in this week’s cover story) 🧵 /1
apple.news/AfLykb0h9S0yoA… Despite a lede calling Watson “one of the greatest coups in the history of public relations”, “a stunt” and “an albatross, symbolizing IBM’s lost decade”, Barron’s quickly starts on the new storyline (kudos to IBM PR, a rare oasis amidst what otherwise a desert of mediocrity) /2
Feb 5, 2021 • 9 tweets • 2 min read
Follow the CAPEX: Cloud Table Stakes 2020 Retrospective #bonkers platformonomics.com/2021/02/follow… The three hypercloud companies – Amazon, Google, and Microsoft – collectively spent almost $97 billion on CAPEX in 2020
Dec 1, 2020 • 12 tweets • 3 min read
1\ Some random thoughts on AWS Reinvent keynote

2\ AWS continues to push the infrastructure primitives hard, but pace and surface area of innovation seems to be slowing. Scope of cloud platform increasingly mature.
Nov 26, 2019 • 17 tweets • 3 min read
1\ I was going to do a blog post with my key questions going into re:Invent 2019, but realize last year’s tweet still works for this year

2\ After “reinventing” their view on hybrid and on-premises computing (previously described as both “whacky” and “ill-advised”), AWS made some big promises last year for Outposts.
Jul 9, 2019 • 8 tweets • 1 min read
A Very Cold Take on IBM, Red Hat and Their Hybrid Cloud Hyperbole platformonomics.com/2019/07/a-very… 1\ WHY IS THIS DEAL HAPPENING? (TL;DR MUTUAL DESPERATION)