2024 年 5 月 15 日，亞馬遜AWS 宣布，首席執行官 Adam Selipsky 將于下個月卸任。
亞馬遜表示，在 Selipsky 于 6 月 3 日離開公司後，AWS 主管銷售、營銷和全球服務的高級副總裁 Matt Garman 將接替職位。
Garman 在 2006 年加入 AWS，當時是AWS EC2的軟件開發項目經理，後來先後任職 AWS 計算服務副總裁以及 AWS 銷售、營銷和全球服務副總裁。
57 歲的 Selipsky 在寫給員工的一份備忘錄中表示，他將離開效力整整約 14 年的 AWS，以便有更多的時間可以陪伴家人，並表示這家雲計算巨頭“未來一片光明”。
Selipsky 寫道：“考慮到公司和領導團隊的現狀，現在是我做出這一轉變的合適時機，我想借此機會，可以抽更多的時間與家人在一起，給自己充充電，騰出一些閑暇的時間來反思和考慮下一步的前景。”
亞馬遜首席執行官 Andy Jassy 表示，Selipsky“巧妙地領導了公司”，並表示，在公司供職了 18 年的老兵 Garman “擁有非常過硬的技能和經驗，足以勝任這個新角色”。
周二，Jassy 在一份稍後的備忘錄中寫道，由 Kara Hurst 領導的亞馬遜全球可持續發展部門現在將隸屬于該公司的全球溝通和社區影響力部門。此前，除了掌管 AWS 外，Selipsky 還負責監管這個可持續發展部門。
Jassy 在備忘錄中寫道：“我們已經看到，與亞馬遜旗下各個團隊的緊密合作是可持續發展成功的關鍵因素，這也是我在考慮應該將這個團隊放在哪個位置時最重要的考慮因素之一。”
2021 年，在亞馬遜宣布 Jassy 將接替 Jeff Bezos 擔任亞馬遜首席執行官後，許多人猜測 48 歲的 Garman 會接替 Jassy 出任 AWS 的負責人。
結果相反，亞馬遜選擇了時任 Salesforce 旗下 Tableau 首席執行官的 Selipsky 擔任這個角色。
在 Selipsky 擔任首席執行官的這三年裏，AWS 的業務面臨諸多挑戰，包括利率上升導致公司企業紛紛削減雲支出，因此收入增長明顯放緩。
自去年以來，AWS 已進行了至少兩輪裁員，這是該公司大規模裁員的一部分。
亞馬遜裁員人數超過了 2.7 萬人。
與此同時，AWS 還不得不應對客戶對生成式 AI 服務需求激增的形勢，這個市場形勢主要是由微軟投資的 OpenAI 推動的。
在 Selipsky 的領導下，亞馬遜向 OpenAI 前員工創辦的初創公司 Anthropic 投資了 40 億美元。作爲協議的一部分，Anthropic 同意指定 AWS 作爲其“主要”雲提供商，並使用 AWS 定制的 AI 芯片。
由于微軟的 Azure 雲業務迅猛增長，AWS 在雲計算領域的主導地位也受到了威脅。
當 Selipsky 在 2021 年接過 Jassy 的權杖時，分析師估計 Azure 的規模約爲 AWS 的61%，而現在接近 77%。微軟向 OpenAI 投資了數十億美元，其 Azure 雲爲這家初創公司提供計算資源。
如今，AWS 仍然是雲計算領域的領導者，也仍然是亞馬遜最賺錢的業務部門之一。
2024 年第一季度營收數據。谷歌雲同比增長 28%。谷歌雲收入 96 億美元。
微軟的智能雲業務同比增長 21%，收入 267 億美元。
AWS 收入 250 億美元，增幅爲 17%。
在最近一個季度，AWS 創造了 94.2 億美元的營業利潤，約占亞馬遜營業利潤總額的 62%。
據一份向證券監管部門備案的文件顯示，Selipsky 在 2022 年的薪酬爲 4110 萬美元，其中 4070 萬美元來自股票授予。今年他沒有獲得股票授予。
對 Jassy 來說，這是最近一位重要高管的離職。
去年 8 月，亞馬遜的設備主管 Dave Limp離開公司，加入了 Bezos 的火箭公司 Blue Origin。
AWS 副總裁 Chris Vonderhaar 去年 5 月宣布離職，而負責亞馬遜 Alexa 和硬件研發團隊的幾位高管已于 2022 年 10 月退休。
以下是來自 Jassy 的備忘錄全文：
Subject: AWS Leadership announcement
A little over three years ago when Jeff announced my new role, one of my first jobs was to identify who’d take over and lead AWS. It was important to me that we had somebody who understood AWS, valued our culture, would provide strong continuity, and could keep growing the business. We had strong leaders in AWS, several of whom could lead the overall business in the long-term, but who’d benefit from a few more years gaining experience and learning under a more seasoned CEO.
Adam Selipsky was one of the first VPs we hired in AWS back in 2005, and spent 11 years excellently leading AWS Sales, Marketing, and Support, before leaving to become the CEO of Tableau. I’ve always had a lot of respect for Adam, and we met several times to discuss the possibility of coming back to lead AWS. In those conversations, we agreed that if he accepted the role, he’d likely do it for a few years, and that one of the things he’d focus on during that time was helping prepare the next generation of leadership.
We were fortunate that Adam agreed to step in and lead AWS, and has deftly led the business, while also developing his leadership team. Adam is now going to move onto his next challenge (after taking a well-deserved respite), and Matt Garman will become CEO of AWS, effective June 3rd.
I’d like to thank Adam for everything he’s done to lead AWS over the past three years. He took over in the middle of the pandemic, which presented a wide array of leadership and business challenges. Under his direction, the team made the right long-term decision to help customers become more efficient in their spend, even if it meant less short-term revenue for AWS. Throughout, the team continued to invent and release new services at a rapid clip, including several impactful Generative AI services, such as Amazon Bedrock and Amazon Q. Adam leaves AWS in a strong position, having reached a $100 billion annual revenue run rate this past quarter, with YoY revenue accelerating again. And perhaps most importantly, AWS continues to lead on operational performance, security, reliability, and the overall breadth and depth of our services. I’m deeply appreciative of Adam’s leadership during this time, and for the entire team’s dedication to deliver for customers and the business.
As some of you know, Matt started at Amazon as a MBA intern during the summer of 2005, and joined the company full-time in 2006 as one of the first AWS product managers. Initially working across all of AWS, Matt helped create our first service level agreements, define new features, and create new pricing plans. He then became our first product manager for EC2, and led EC2 product management in its early, formative years. During that time, he also led the team that defined, launched, and operated EBS. Matt eventually became the general manager of all AWS Compute services in 2016, which he did for about four years. In 2020, after having been deeply involved in our product organization for 14 years, I asked Matt to move to the demand generation side of AWS to lead WW Sales, Marketing, Support, and Professional Services.
Matt has an unusually strong set of skills and experiences for his new role. He’s very customer focused, a terrific product leader, inventive, a clever problem-solver, right a lot, has high standards and meaningful bias for action, and in the 18 years he’s been in AWS, he’s been one of the better learners I’ve encountered. Matt knows our customers and business as well as anybody in the world, and has senior leadership experience on both the product and demand generation sides. I’m excited to see Matt and his outstanding AWS leadership team continue to invent our future -- it’s still such early days in AWS.
Thank you again to Adam for his leadership, and please join me in congratulating Matt.
Andy
