AWS Growth, Capacity Math, and Return on Capital

The Information’s Yueqi Yang breaks down the deepening crypto selloff and why Bitcoin has lost its narrative despite regulatory wins. We also talk with Oppenheimer’s Jason Helfstein about Amazon’s massive $200 billion CapEx plan and Anissa Gardizy about how Nvidia overcame technical challenges with its Blackwell chips. Then, Affirm COO Michael Linford joins us to discuss the company crossing $1 billion in revenue, followed by Niko Gruppen on the rivalry between OpenAI and Anthropic's coding tools, and we end with the Editor’s Cut of Martin Peers and Laura Mandaro debating the "SaaS Apocalypse" and the rise of forward-deployed engineers.

Articles discussed on this episode: 

https://www.theinformation.com/articles/architect-californias-billionaire-tax-became-techs-villain

https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges

https://www.theinformation.com/briefings/amazon-plans-200-billion-capital-spending-2026

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