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Skip to content PLATFORMONOMICS Menu * About * Consulting * Angel Investing FOLLOW THE CAPEX: CLOUD TABLE STAKES 2021 RETROSPECTIVE February 16, 2022February 16, 2022 ~ Charles Fitzgerald ~ 2 Comments Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021, … Continue reading Follow the CAPEX: Cloud Table Stakes 2021 Retrospective SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * THE GREAT STARTUP RESET: WHY FOUNDERS SHOULD PREPARE FOR LOWER VALUATIONS January 31, 2022 ~ Charles Fitzgerald ~ Leave a comment This post was originally published on GeekWire on January 28, 2022 The S&P 500 is down more than 10% since the beginning of the year, putting it into “correction” territory. The NASDAQ is down almost 15%, but the carnage among growth technology stocks is concealed by the relative outperformance of the trillion-dollar “Big Tech” behemoths. … Continue reading The Great Startup Reset: Why Founders Should Prepare for Lower Valuations SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * SUPERCLOUDIFRAGILISTICEXPIALIDOCIOUS III: THE DIRECT TO VIDEO RELEASE INCLUDING DELETED SCENES January 24, 2022 ~ Charles Fitzgerald ~ 2 Comments Tl:dr We have reached agreement that “supercloud” is not a thing. A note on reader relevance: this series of posts is extremely niche and getting nichier. But consider staying for the gratuitous IBM joke. Just when we thought we were done with the “supercloud”, it has crept back into our lives. Like Rasputin. “Supercloud becomes … Continue reading Supercloudifragilisticexpialidocious III: The Direct to Video Release including Deleted Scenes SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * SUPERCLOUDIFRAGILISTICEXPIALIDOCIOUS II: QUESTIONS REMAIN January 3, 2022 ~ Charles Fitzgerald Tl:dr: “supercloud” is still not a thing that you could pick out of a police lineup A note to readers regarding relevance: this post is extremely niche, is most applicable for bored cloud people with an interest in alternative universe ontologies, and who are probably iced in and/or avoiding a pandemic surge (or both, like … Continue reading Supercloudifragilisticexpialidocious II: Questions Remain SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * 2021 PLATFORMONOMICS BLOG RETROSPECTIVE December 27, 2021December 31, 2021 ~ Charles Fitzgerald Previous annual retrospectives: 2020 2019 This is presumably my last post of 2021 and the audience is primarily myself. I wrote 16 posts this year (not including this one). Three posts were Cloud City Meetup event updates (we’re waiting to be able to return in person, so it could be any year now), with 13 … Continue reading 2021 Platformonomics Blog Retrospective SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * SUPERCLOUDIFRAGILISTICEXPIALIDOCIOUS December 19, 2021 ~ Charles Fitzgerald Tl;dr The “supercloud” is still not a thing I recently argued the term “supercloud” was super mostly in the sense of being super vague and that “an industry drowning in jargon needs a higher bar for new terminology”. A plea for a crisper definition followed: The sultans of “supercloud” have responded. Characteristically, the latest “supercloud” … Continue reading Supercloudifragilisticexpialidocious SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * THE CLOUDLESS CLOUD COMPANY December 10, 2021December 10, 2021 ~ Charles Fitzgerald ~ 1 Comment So, “superclouds”, eh? The term seems to have been coined by SiliconAngle, almost as an aside, in a subtitle, accompanied by the briefest of definitions: A new cloud architecture takes shape: “superclouds”Today, any company can have a fully built-out platform in the cloud. Venture capitalist Jerry Chen of Greylock Partners calls this phenomenon “castles in … Continue reading The Cloudless Cloud Company SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * THINGS I DON’T UNDERSTAND: PRICEY METAVERSE REAL ESTATE December 5, 2021 ~ Charles Fitzgerald ~ 2 Comments The Metaverse: Where land is abundant but limbs are scarce? Virtual real estate isn’t a new concept. Second Life has been selling virtual land for almost two decades. It is not a big business. And you may have forgotten that IBM really kicked off its 21st century pageant of overpromising and then utterly underdelivering (see … Continue reading Things I Don’t Understand: Pricey Metaverse Real Estate SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * TWEETSTORM DIGEST: REACTIONS TO BARRON’S “IBM’S REBOOT” STORY November 28, 2021 ~ Charles Fitzgerald Some @charlesfitz reactions to Barron’s excitedly bullish cover story on IBM. I for one was excited they used "Lost Decade” on the cover! Twitter thread repeated here: Barron’s makes its semi-regular pitch for IBM’s imminent reincarnation in this week’s cover story 🧵 /1 Despite a lede calling Watson “one of the greatest coups in the … Continue reading Tweetstorm Digest: Reactions to Barron’s “IBM’s Reboot” Story SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * LET A BOT RUN THE FEDERAL RESERVE: 2021 EDITION November 18, 2021 ~ Charles Fitzgerald Here is my quadrennial plea to put our monetary policy in the hands of a bot (and happy to call it a smart contract if that makes it more au courant). Despite my best efforts, Bernanke, Yellen, and Powell all got the nod over the bot. But the risks of human policy error have never … Continue reading Let a Bot Run the Federal Reserve: 2021 Edition SHARE THIS: * Twitter * LinkedIn * Pocket * Facebook * Email * Print * Reddit * Telegram * More * * Pinterest * POSTS NAVIGATION Older posts ABOUT CHARLES FITZGERALD • Platform guy, consultative strategerist, investor, rocker of boats, dinosaur scourge, CAPEX obsessive • Seattle area startup angel investor, advisor, mentor and board director • Managing Director of Platformonomics, LLC, a strategy consulting practice • Cloud City Meetup • Formerly Microsoft, Mozy, Pi and VMware • Furthest South: 67⁰ 43’ 05s • More about Follow Me on Twitter. Search for: SUBSCRIBE VIA EMAIL Enter your email address to subscribe to this blog and receive new posts by email. Email Address Subscribe FEED RSS - Posts RECENT POSTS * Follow the CAPEX: Cloud Table Stakes 2021 Retrospective * The Great Startup Reset: Why Founders Should Prepare for Lower Valuations * Supercloudifragilisticexpialidocious III: The Direct to Video Release including Deleted Scenes * Supercloudifragilisticexpialidocious II: Questions Remain * 2021 Platformonomics Blog Retrospective TAGS Amazon Apple AWS Bailouts Books Bots CAPEX CenturyLink China Cisco Cloud City Meetup Cloud Computing Digital Ocean Economics Facebook Fake Press Releases Federal Reserve Finance Google Hadoop Historical Footnotes HP IBM Kim Jung Un Meta Microsoft Mozilla Newspapers New York Times Oculus Oracle Politics Privacy Rackspace Red Hat Senator Blowhard Smartass Software Sony Steve Ballmer Sun Microsystems Technology Uncertainty Virtual Reality VMware META * Log in * Entries feed * Comments feed * WordPress.org Copyright (c) 2005-2022 Charles Fitzgerald Platformonomics is a trademark of Platformonomics, LLC. 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