If you were as mesmerized as I was by @ScottWapnerCNBC’s brilliant interview of @CathieDWood the other day then you need to stop what you are doing and listen to @patrick_oshag interview from last month of @GavinSBaker.

Good podcast with @GavinSBaker and @patrick_oshag. Amazon spent more on capex in the last 24 months than in the previous 20 years combined.