Telco in 20
Telco in 20
Apr 4, 2023
Ep 63 - Ante up to be a public cloud contender
Play • 23 min

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. You can find the transcript for this episode here.

Links and Resources

Wanna talk public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value it can bring.

The Telco in 20 podcast won a 2022 Platinum MarComm Award, a 2022 Gold Hermes Award, and was recognized as a Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast.  If you enjoy the podcast, would you leave us a short review? It takes you seconds to do in your app and it really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews!

About Charles Fitzgerald

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. 

Podcast Credits

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




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