Second, Amazon had a problem before Andy took over. Way too many managers and incompetent people in very senior levels. The fact that he's doing something about it is a good thing for Amazon. You don't become a CEO of a behemoth such as Amazon and expect to show impact within 6 months. It takes years.
In terms of AI, they did invest in Anthropic early on and are a significant stakeholder. That's critical since Anthropic is a trillion dollar company in the making and they trump everyone in enterprise AI. They are much more likely to succeed with smart partnerships than doing their own thing.
1. Lots of cracks showing in AWS before he took the big job, lack of focus, bloat of too many services with too few users
2. He then hired Adam to take over AWS which didn’t work out well
3. Good to see he’s cleaning things up, but we’re past the “clean things up” phase for a CEO. He’s been in role for a while now. That should have been the first few years of his tenure.
4. Anthropic was a good investment, but Amazon is just one of many investors. It’s nothing like the partnership that MSFT and OpenAI have, which was further strengthened with today’s announcements there. Amazon has nothing comparable to counter that.
That's fair. I actually didn't realize it's been already 4+ years since he took over as CEO. I do think that we haven't heard the last word of Amazon Anthropic's partnership. Microsoft is already deep in OpenAI, and Google, while also a major stakeholder in Anthropic, directly competes with Gemini (API, code, etc). Amazon has foundation models but not really in the game, so this partnership is likely to continue. Both sides need it (Amazon for staying in the AI game and Anthropic for the resources and cash)
From the beginning Adam was intended to be an interim AWS CEO: They didn't have someone who was ready immediately, so Adam was the bridge. Unfortunately, Adam was the bridge to Matt Garman :(
Second, Amazon had a problem before Andy took over. Way too many managers and incompetent people in very senior levels. The fact that he's doing something about it is a good thing for Amazon. You don't become a CEO of a behemoth such as Amazon and expect to show impact within 6 months. It takes years.
In terms of AI, they did invest in Anthropic early on and are a significant stakeholder. That's critical since Anthropic is a trillion dollar company in the making and they trump everyone in enterprise AI. They are much more likely to succeed with smart partnerships than doing their own thing.