YouSaid · the spoken record

Andy Jassy

lines on the record: 59
first: 2019-06-17
most recent: 2019-06-17
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“Ecosystem of third party software providers in the security space who are helping customers in every imaginable way with security. And some of them are doing it at the application layer and some of them are helping them be more secure on the infrastructure itself and setting up permissions and accounts and guardrails the right way. But that is a very big business where you have a lot of third-party companies having a lot of success in partnership with us.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Well, reinforced just for people that know is a new security conference that AWS is doing in a few weeks in Boston. And the way I would explain it is that AWS is responsible for making sure that the infrastructure that we provide, so our servers, our data centers, our network, and then all of our services like compute and storage and database and analytics, machine learning and messaging, that all of those services are secure. And then our customers, when they're using that infrastructure, they build applications on top, but they have to do some things themselves to make sure that their applications are secure as well. If you exposed your credentials on GitHub, it doesn't matter what we do with the infrastructure people can get into your application. So it's always been a shared responsibility that way. And there has been for many years and continues to be this very vibrant expansion.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“You don't have to provision ahead of time and then live with the peak if you guessed wrong or too high. You give back what you're not using. So the cost equation is very compelling. But the number one reason that companies are moving so fast to the cloud is because of the agility and speed and changing their customer experience. On premises, if you want to try something new, it takes you 10 to 18 weeks to get a server. And then you have to build all the surrounding infrastructure software around it. In the cloud, you can spin up thousands of servers a minutes. And then we have 165 plus services you can mix and match and use in whatever way you want. And so that changes the way you can get from an idea to implementation in several orders of magnitude. So just the cost and the speed are a compelling companies and enterprises and governments at a faster rate than they ever have considered before to move to the cloud.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, what I was saying was that if you look at all the IT workloads or applications that exist in the world, only 3% of them are in the public cloud right now. All the rest of them are on premises. And so I think that that is changing at a very rapid rate. I mean, you can just look at the evidence of our business growing the way it is and some of the other companies who are also growing in the space to see that. But I think some of the things that are changing that fast are, number one, if you don't have to lay out capital expense for servers and for data centers and instead get to spend that as you consume it on infrastructure, it's hugely useful. So you get to turn capital expense to variable expense. Variable expense is lower than what you can do on your own because we have such a large scale. We've lowered our prices on 72 different occasions in the last 10 years, largely in the absence of competitive pressure to do so just because it's just part of the DNA of how we operate. And you get true elasticity.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“So the culture is very much the same, very customer focused, very biased for action. We have very high standards because our customers have high standards and expect that from us. I think the biggest differences today from when we spoke when it was a $5 billion business is that back at that time, we didn't have much of a sales function. It was pretty small at that stage. We had lots of customers all over the world who wanted our help and we just didn't have enough people to do it. And that has changed significantly from that time.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I think the culture in AWS is quite similar to the rest of Amazon. And, you know, and I think the culture has, in the meaningful ways is largely the same, we really think about how we're running the business in AWS as running a large startup. And we have a little bit more process than we did when we first started AWS, but we really operate in a way where we start with the customer experience that is always paramount, but then we all believe the speed disproportionately matters to our customers. And I think that's true, by the way, in every stage of your company, for every size company. Sometimes I think larger companies get this wrong and think that speed doesn't apply to them, especially if they have a pretty significant market segment leadership position. But just look at the Fortune 500 since 2006, more than half of those companies aren't in the Fortune 500 anymore. Business change is fast.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, well, I would say a few things. First of all, what I said at that all hands meeting is almost identical to what I said when Kara asked me the question earlier. And look, I think that one of the leadership principles that we hold most dear at Amazon is have backbone disagree and commit. And what that means is that you're not only empowered to disagree and speak up if you disagree with something at the company or a customer experience or whatever it is, but we expect you to and we celebrate that. But then at a certain point, the leaders have to make decisions on where we're going to head it as a company. And when we make those decisions, we expect people to disagree and commit. And if that can be about a customer experience issue, it can be about pricing. Or it can be about the decision that we're going to continue to offer facial recognition technology to law enforcement agencies. So it wasn't meant to be dismissive.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Again, I haven't thought anything about it. If and when it becomes something that's a real possibility, then I'll think about it. But I have enough things to think about without imagining scenarios that aren't real.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“We're working at it. It just takes time. We have to develop more leaders and you have to actually be recruiting in the right places. And we're working hard at it, but it's a work in progress for us.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I think that women look like a pretty dominant majority compared to African American people inside tech companies. I mean, we have to do better and we have to be more inclusive. And if you look at where the economy is headed and where the opportunities are in our country, there are significant...”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Some of it when you look at something like some of the senior most leaders, you have a lot of longevity there, which has really helped the company. But you're also right that it makes it harder to move into those. But we have some unbelievably strong women leaders of the company. I mean, if you look at Teresa Carlson, who runs their public sector business in AWS complete superstar, and Stephanie Landry runs Fresh and Prime, and Maria Wrenz, who runs their delivery experience, and Tony Reed, who runs the Alexa experience. We have really strong leaders, but I think that in general, tech companies, most tech companies have been”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I think diversity is incredibly important. You know, if you're building products that have broad appeal like we do, if you don't have diversity in builders, you're not going to build the right products. And so we're working really hard at it. We've made a lot of progress the last few years, but we're not where we want to be. I think the tech industry in general is not where we want. Why is that?”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“We all think about as well as leaders is just the culture. You know, I think one of the real secret sauces of Amazon the first 24 years has been the culture that we've had and the leadership principles that we feel really passionately about. And I think that one of the things that's hard as you grow both in size as well as geographic diversity is making sure you keep that culture intact and consistent and strong. And so we worked really hard to do.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“There are lots of challenges, and if you look at AWS, even though it's a $31 billion revenue run rate business growing 41% year over year, cloud computing, public cloud computing represents just about 3% of the total workloads in IT. So the overwhelming majority of these workloads live on premises. So we are so early in our space. So we have a lot of countries that we haven't expanded infrastructure into that we will need to. We're building a pretty big field of sales account managers and professional services and support, but we're still not at the coverage levels that we need to help customers all over the world the way they'd like and we'd like. We have loads of new services that we're going to build, lots of new technologies that we're pursuing. We're so early in our business. One of the big things that”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“When you're growing at the rate that we are across the number of businesses we are, you can't convince everybody to move to Seattle. You have to have talent all over the country and all over the world. And so we were trying to find, and we have teams in probably about 20, 25 different cities around the world, and we were trying to have a few places where we had our largest number of employees because it makes it easier to do the right career development and move people around. So we were trying to pick places that we thought had great talent and where the cities would want us to be there. And we're excited about Virginia.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Going to be another We don't have a plan for that. We have some amount of people in Nashville, which we've announced. Right.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“New York, yeah. I think we were surprised. I think that there was a lot that changed in between when we made the decision to do it and when we started to take action in starting it. And there were different politicians in place and there were different people whose voices were really being most listened to. And I think it's a shame for everybody involved. I think it would have been good for New York. And we were excited about it. But when you start a second headquarters and, you know, to your point, it was two second headquarters in Virginia and one in New York. When you start one of those, it's a lot of work and energy to put 25,000 people in a new location. And it's just hard to start one of them when there's that much vitriol. It's not the right place to put your employees. So we were surprised by it and disappointed. But we still have 5,000 plays in New York City and we'll continue to grow and Virginia is really excited.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I'm sure we don't prefer it, but at the same time, it's not a big distraction internally. You know, we were really early on at Amazon. If you look, for instance, at our stock, it has always been very up and down. And Jeff used to say constantly, you just can't be distracted by what's happening in the stock market at any one time. If you think you're 30% smarter when the stock is up 30%, you're going to have to think you're 30% dopier when the stock's down. And that's not such a pleasant place to be. And so we have always had a lot of attention on the analyst side and the press side. And the company's buying large been pretty good about staying focused on what matters most long term.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“And anyone who's worked in a business knows that. And we have been a business through several administrations. And the thing that we have tried to stay focused on as customers and doing what's right for customers over a long period of time and in any short period of time, there are lots of things that can happen. But if you do the right things for customers over a long period of time, usually things work out. And that's the way we think about it.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I'm not good for Jeff. And I think good for the media business because I think, as you know, you know this better than me. There's a lot of change happening. And I'm impressed with what they've done. But, you know, I think that you can only control what you can control.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Publish that number, but it's tens of thousands. It's a big team and it's growing really fast. We just talk about the fact that while we don't necessarily know of anything imminent, just as you get bigger, you're going to get more scrutiny. And so we just have to make sure as a group and as a leadership team, we run the company such that if people want to inspect more closely, we'll be proud of it.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Again, I can't speak to what the government's thinking or will do, but at the end of the day, we operate in the United States and we will follow United States law. If we were forced to do it, I guess we would have to do it.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Well, I mean, I sometimes end up doing some analyst conversations, but no, I think that we'd like to stay focused on providing capabilities.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Not really. I mean, I think that AWS customers shouldn't want us to spin it off because what they really want us focused on is providing highly secure, highly operationally performant services where we're iterating at the rate we are right now over 2,000 services and features a year we deliver. They want more capabilities. They don't want us distracted with building a new financial systems or an ERP or an HR system or doing analyst calls or earnings calls. There's a distraction in spinning off an organization.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, I would never say never about anything. I just don't see it. Typically, when companies spin off subsidiaries, it's either because they want to get that company off the financial statements or they just can't afford to fund the new business the way it needs to be funded. Neither of those are the case, so I just don't see it.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“So do you expect, what regulation are you yourself expecting? One of the questions is whether AWS should be spun off. You and I have talked about this. And when we last talked, you said, I don't see any reason for that. How do you feel about that now?”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I don't know if we're surprised by it. I think that when you're able to build multiple customer experiences in different business segments that people really respond to, your business is going to get larger. And I think as your business gets larger, there's going to be more scrutiny, and we expect it. And you have to run the business to be comfortable with that, which is the way we've tried to do it.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Going to take another break now, but we'll be back after this with Amazon Web Services CEO Andy Jassy live on stage at the Code Conference.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“We don't, you know, as a matter of policy, we don't disclose customers who don't give us the right to reference them, which may mean they're not customers or they just haven't given us permission. But again, we will serve the federal government and they're going to have to use the technology responsibly.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“What they're doing? Well, they have to act responsibly and they have to be held accountable if they don't act responsibly. And I think that's true across government in everything they do.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, I think at a high level the way we think about it is that we want to provide the government with the ability to have the same technology that our private sector customers do.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Well, you know, I think if you want to have a public sector business with, you know, we have about 5,000 government agencies worldwide using AWS and about 10,000 academic institutions and about 25,000 nonprofits. You have to provide enough value that changes the equation for what these organizations can do for their constituents. And because the cloud allows them to meaningfully save money and to move much more quickly to provide better customer experiences for their constituents and then to spend their scarce engineering resource and what really differentiates the mission instead of the undifferentiated heavy lifting of infrastructure, we're having a lot of success.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I think if you have a company like we do with 625,000 people there, you're going to get every possible opinion you could imagine, which I think is great. I think that it makes us a better company and we get better ideas on the table. But by and large, the vast majority of the company is supportive of serving the government. And I think importantly, if our government doesn't have access to all the most modern, sophisticated technology that the private sector has, we're in trouble, both in light of what the government has to get done and the role of this government's place in the world. So we intend on continuing to”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“What we can do is give very strong guidance. We also are offering police forces free training so that we can help them learn more about how to use the service in case they feel like they want to learn more and they can't understand it from the documentation in some fashion. But we really would like to help train more and more of the law enforcement agencies using it. And then if you use the service inappropriately, you're not going to be able to use our platform”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“I think that we believe this both with pictures as well as video that people should actually have to disclose they are somewhere. They have to disclose that they actually do have some kind of surveillance. And I think that's a good policy for both video and for photos. What we have recommended to the government is”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Look, I mean, if you go kid, there are lots of ways that you can get an investigation wrong and that have been gotten wrong over time. But I think simply because you could get it wrong doesn't mean you should ban the technology. And I really think, though, that people are looking for that, those extra set of protections around the federal government explaining how they want the technology to be used and having real ramifications if you misuse it. And I wish they'd hurry up because if they don't, what's happening is you're going to have 50 different laws in 50 different states and you're going to have some that over.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“There wasn't a problem. There was a reporter that did a report on a police organization that used recognition, but they didn't use it inappropriately and they didn't do anything. There was no misuse report or anything like that. They were interested in how they were using it and they were experimenting with it. But all that said, I actually understand why people are worried about it. And we give very clear guidance to any of our customers who are law enforcement organizations who may use the service in such a way where you might impinge civil liberties. We strongly recommend that they don't use any results that aren't at least 99% confidence levels. And then only as one piece of a human-driven decision like any other piece of evidence. And if people violate the terms of service, we suspend them from using not just that technology all of AWS, but if you want more protection, which I think is totally reasonable, the federal government should regulate it. They should have ramifications if you misuse the technology.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“But I'm just saying new technology, there are ways, actually, not even with technology, you could use a knife in a surreptitious way. There are things that you can do that you have to trust people to act responsibly with. And so when I look at facial recognition technology and our recognition service in the two and a half years that we've had the service out there, there's been a lot of societal good done. You know, Thorne, the organization Thorn is using it to fight human trafficking. And we have organizations that are reuniting missing kids with their parents through recognition or better security solutions or identity solutions or education solutions. And in the two and a half years, we've had the service out there. We have not had one report of misuse by law enforcement.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Doesn't mean that we should ban it and condemn it. And if you look at, just look at what you can do with computers with servers. Look at what happened to Sony a few years ago where they had their email systems hacked into and all the corporate emails exposed. If you had banned computers and servers, think about what a different world would we live in today.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“So, facial recognition technology allows you to kind of look at a set of faces and compare them to a data set of other faces you look at and see if there's some kind of match. And each result that you get has a confidence prediction level. And so some results, the system is very confident about and we'll have a 99 plus percent confidence prediction and some it'll have less confidence about it'll have a lower prediction number. And I think the issue around facial recognition technology is a real one and I understand why people are concerned about it and we're concerned about it too and if you knew what a lot of the senior leaders at Amazon spend their time on when they're not at work, they spend their time on issues of racial equality. People are very passionate about it. I spend a lot of my time on that too so I care a lot about it. But I really strongly believe that just because technology could be misused”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“At the end of the day, whatever company you're using a product or a service from, you have to trust them. And if you don't trust them, you shouldn't use them. And the effectiveness of sensors on devices is that they're collecting all this information. And today all that information historically has just been wasted. Nobody's been able to analyze it. Nobody's been able to see what customers are doing to provide a better customer experience. So the promise and the capabilities you can provide customers is really amazing, but you're going to want to make sure whoever you use that you understand their rules on privacy and how they manage their data. And you have to believe they're going to keep the data secure. And if you don't trust that company, then you shouldn't use them.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, and those sensors, by definition, have disproportionately small CPU and disks, so they really need the cloud to help them be effective and make decisions and do analytics. We're really excited about voice as well. I think that when we first had apps on our phone, it was so neat and a few taps and you had all this information. And when you use Great Voice apps, tapping on a phone feels so circa 2009. And so I think that voice apps have the potential to really revolutionize a lot of our customer experiences too.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“You know, there are so many that we're excited about. You know, I think that one of the obvious ones, machine learning and AI, I think most applications in the fullness of time will be infused in some way with machine learning and artificial intelligence. I think that when people think about, often people talk about hybrid infrastructure, which”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Well, I think that in all of our businesses, there are startups that none of us know about today that have the ability to disrupt. And if you think that technology changes the last 10 years have been disruptive and I think they've been unbelievably dynamic, I think the next 10 years are going to be faster than the last 10. And so there's all kinds of new technology that evolve that give people a chance to build businesses and pursue various segments. And so I don't know exactly who they'll be in our space, but I'm confident there will be.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“In my opinion, we're pretty early in this space right now. And I don't think they're going to be in the infrastructure technology space. I don't think they're going to be 25 winners because scale really matters. Right. But there's not going to be one. The market segments that we address in infrastructure, software, hardware, and data center services globally, it's trillions of dollars ultimately. So it's not going to be one. There are going to be several successful players. And I do believe Microsoft will have a business there. I think they're building a business and they're the clear number two player at this point. And I think there'll be other players who are successful as well.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Turns out it's really different running large scale infrastructure for yourself and your company where you get to tell everybody the way it's going to be. than it is for running it for millions of external customers with every imaginable use case all over the world where they get to use you without any warning. It just forces a different type of operating discipline and rigor. And you can see that borne out in the operational performance of the different clouds.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“We have a pretty significant market segment leadership position in this infrastructure cloud computing space, and there are a few reasons for it. I think the first is we just have much more functionality by large amount than anybody else, and we're also iterating at a faster eclipse. When you actually look at the details, that gap in functionality is widening. And that turns out to really matter if you're an enterprise or a government that's going to move all their applications to the cloud or if you want to be able to unleash your builders to build anything they could imagine. The second thing is we just have a much larger ecosystem of partners around our platform. It's not just the thousands of systems integrators who build practices on AWS, but most ISVs and SaaS providers will adapt their software to work on a technology infrastructure platform. Few will do to hardly any will do three, and they all start with AWS just because of our leadership position. So you get to move to the cloud with a lot more of the software you want to use. And then the third thing.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Oracles and the IBMs, and the you know, I think it was hard when you have an existing business that's working, it's hard to cannibalize it with a model that is much lower margin. And I think that some of the other players probably were distracted with other things they were working on and then their initial attempt at the business turned out to be the wrong abstraction. It tended to be a higher abstraction when builders really wanted the individual building blocks to construct and stitch together however they saw fit.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, and we felt at that time Amazon was not known as a technology provider to companies. We felt like it was really important for us to be first to market, to have a chance to be successful. So I was hoping we could just get to launch without anybody else knowing and beating us to the market. And in my wildest dreams of the many surprises we had, I never imagined we'd have a six-year head start. And so I don't know exactly why others didn't follow. I think for some of the older guard technology companies, our model is very disruptive to their existing businesses and it's really hard to cannibalize yourself. And so I think they kind of wished it away.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT
“Okay, that's interesting When we were working on defining the services, hiring the team, defining the services and building them for about two and a half years in between when we had the idea and wrote the vision document and got approval and when we launched our first service in March of 2006. And it was actually quite difficult to hire the team without telling anybody what they were going to be working on. And we were trying just to get to launch without our friends across the lake knowing.”
2019-06-17 · Decoder with Nilay Patel · Recode Decode: Amazon Web Services CEO Andy Jassy (Live at Code 2019) · IDENTIFIED FROM THE TRANSCRIPT