Ep 63 – Ante up to be a public cloud contender

This week’s guest

Charles Fitzgerald

Managing Director Platformonomics, LLC

The amount the hyperscalers spend on the public cloud is staggering. It requires a $100-billion+ buy-in to be considered a serious player. Today’s guest, Charles Fitzgerald, tracks hyperscaler CapEx spending each quarter on his Platformonomics blog.  He parses earning reports to gain insight into who’s putting their money where their mouth is.

Charles recently published his annual 2022 retrospective on the cloud players. In this episode, we get his thoughts on the Big Three, the other guys, and the telco clouds. Click play to hear our conversation about:

  • Why he started tracking the hyperscaler CapEx [01:57]; 
  • How the Big Three rank in spending and where telcos sit in the mix [04:02]; 
  • His insightful take on AWS’, Azure’s, and Google Cloud’s positions in the market [09:19]; and
  • Why he thinks IBM and Oracle are out of the race [15:45].

Listen now by clicking play above or subscribe through your favorite podcast platform—see the links in the right column above.

Links and Resources

Author’s bio

Charles Fitzgerald is a Seattle-based angel investor, with a focus on developer platforms and infrastructure. Previously, he spent 20+ years working on platform businesses at Microsoft and VMware. He can see the cloud from his house. Follow him on Twitter @charlesfitz.

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The Telco in 20 podcast won a 2022 Gold Hermes Award and was recognized on Forrester’s 2021 list of the Top 100 Channel Podcasts and Feedspot’s Top 10 Telecom Podcasts list.

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Podcast Credits

  • Executive Producer and Host: Danielle Rios Royston, TelcoDR
  • Senior Producer: Lindsay Grubb, TillCo Media
  • Editor/Producer: Alisa Jenkins Wilson, Springboard Marketing
  • Audio Editing: Andrew Condell
  • Associate Producer: Kriselda Dionisio
  • Music: Dyami Wilson

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