Jassy’s Replacement At AWS Matters
As Andy Jassy takes over the CEO role at Amazon, the question is asked, “Does it matter who takes over at AWS, the position Jassy is vacating?” The idea is that AWS is such a dominant force in public cloud, an untrained monkey could sit at the helm and AWS would continue printing billions of dollars. So who cares who replaces Jassy? Whoever the new human is, they can’t get it wrong.
That might be exactly right, but for the thought exercise, I decided to go a different direction. For purposes of this opinion article, I choose to entertain the idea that Jassy’s replacement does matter, and matters a lot.
Growing A Gargantuan Gorilla
We can all agree that AWS is the 800 pound gorilla of public cloud. However, I believe AWS will see increasing pressure from all quarters. By way of comparison, let’s consider Cisco Systems of the last ten years.
Cisco has dominated the networking space in a variety of categories for a very long time. The last decade has seen them as the target all of their competitors aim at. In that context, did it matter who replaced John Chambers when he moved on? You Continue reading