Calling Jeff Bezos: It's Time to Spin Out AWS!

Each month, “Ammirati on Innovation” episodes will look at ways
that the disruptive-startup mentality is spreading beyond young
entrepreneurs to big established corporations. Serial
entrepreneur, venture capitalist and Carnegie Mellon B-school
professor Sean Ammirati, who sits at the intersection of these
high-change dynamics, provides insight.


Episode 10


In this episode, Sean says Andy Jassy has been an incredible CEO
of AWS. He says AWS would be one of the 10 most valuable
companies in the world the day it went public. And he understands
that it basically works for everybody in the world – except for
Jeff Bezos. He says there are a ton of customers making very
different decisions if AWS was a standalone entity. But, he says,
will the CEO of Kroger compete with Whole Foods? He doesn’t think
so.


Sean says Microsoft and Google are doing in the cloud space
exactly what retailers, healthcare companies, and banks, etc.
They’re saying, “What’s our incumbency advantage, and what are we
best in the world at?”


I tell him that Peter Steube, one of our latest Digital
All-Stars, has a 10-year trendable data from CIOs and CTOs about
the enterprise purchases they’re making. Peter says there is
absolutely no question that in the last six months Google Cloud
has gone up dramatically – and also Microsoft. Sean says it’s
hard to uncouple Google Cloud from the rest of the Google digital
advertising business.


Sean says AWS needs to be set free. He says that’s a prediction
he’s feeling much better about here in February than he was when
he made it in January.


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