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Partner Interview
Published May 13, 2026Conducted April 22, 2026

AWS: Unit Economics, Infrastructure Scaling, and the AI Transition

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Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

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Naturally, the easier the service becomes, the more value it can create. For example, suppose Service A requires a company to spend one hour managing the software infrastructure behind it, while Service B reduces that work to 30 minutes. We would price those services at scale by showing customers how much cost reduction they can achieve.

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You would see data centers in the pipeline all the time. In a good year, you would see high single digits, if not low double digits, of data centers opening. Actually, let me take that back. I would say high single digits, if not low single digits. I don't think it depends on short-term demand. It is more about long-term planning because data centers take time to build. Regional factors also matter a lot.

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