2024 年 5 月 15 日，亚马逊AWS 宣布，首席执行官 Adam Selipsky 将于下个月卸任。
亚马逊表示，在 Selipsky 于 6 月 3 日离开公司后，AWS 主管销售、营销和全球服务的高级副总裁 Matt Garman 将接替职位。Garman 在 2006 年加入 AWS，当时是AWS EC2的软件开发项目经理，后来先后任职 AWS 计算服务副总裁以及 AWS 销售、营销和全球服务副总裁。57 岁的 Selipsky 在写给员工的一份备忘录中表示，他将离开效力整整约 14 年的 AWS，以便有更多的时间可以陪伴家人，并表示这家云计算巨头“未来一片光明”。Selipsky 写道：“考虑到公司和领导团队的现状，现在是我做出这一转变的合适时机，我想借此机会，可以抽更多的时间与家人在一起，给自己充充电，腾出一些闲暇的时间来反思和考虑下一步的前景。”亚马逊首席执行官 Andy Jassy 表示，Selipsky“巧妙地领导了公司”，并表示，在公司供职了 18 年的老兵 Garman “拥有非常过硬的技能和经验，足以胜任这个新角色”。周二，Jassy 在一份稍后的备忘录中写道，由 Kara Hurst 领导的亚马逊全球可持续发展部门现在将隶属于该公司的全球沟通和社区影响力部门。此前，除了掌管 AWS 外，Selipsky 还负责监管这个可持续发展部门。Jassy 在备忘录中写道：“我们已经看到，与亚马逊旗下各个团队的紧密合作是可持续发展成功的关键因素，这也是我在考虑应该将这个团队放在哪个位置时最重要的考虑因素之一。”2021 年，在亚马逊宣布 Jassy 将接替 Jeff Bezos 担任亚马逊首席执行官后，许多人猜测 48 岁的 Garman 会接替 Jassy 出任 AWS 的负责人。结果相反，亚马逊选择了时任 Salesforce 旗下 Tableau 首席执行官的 Selipsky 担任这个角色。在 Selipsky 担任首席执行官的这三年里，AWS 的业务面临诸多挑战，包括利率上升导致公司企业纷纷削减云支出，因此收入增长明显放缓。自去年以来，AWS 已进行了至少两轮裁员，这是该公司大规模裁员的一部分。与此同时，AWS 还不得不应对客户对生成式 AI 服务需求激增的形势，这个市场形势主要是由微软投资的 OpenAI 推动的。在 Selipsky 的领导下，亚马逊向 OpenAI 前员工创办的初创公司 Anthropic 投资了 40 亿美元。作为协议的一部分，Anthropic 同意指定 AWS 作为其“主要”云提供商，并使用 AWS 定制的 AI 芯片。由于微软的 Azure 云业务迅猛增长，AWS 在云计算领域的主导地位也受到了威胁。当 Selipsky 在 2021 年接过 Jassy 的权杖时，分析师估计 Azure 的规模约为 AWS 的61%，而现在接近 77%。微软向 OpenAI 投资了数十亿美元，其 Azure 云为这家初创公司提供计算资源。如今，AWS 仍然是云计算领域的领导者，也仍然是亚马逊最赚钱的业务部门之一。2024 年第一季度营收数据。谷歌云同比增长 28%。谷歌云收入 96 亿美元。微软的智能云业务同比增长 21%，收入 267 亿美元。在最近一个季度，AWS 创造了 94.2 亿美元的营业利润，约占亚马逊营业利润总额的 62%。据一份向证券监管部门备案的文件显示，Selipsky 在 2022 年的薪酬为 4110 万美元，其中 4070 万美元来自股票授予。今年他没有获得股票授予。
对 Jassy 来说，这是最近一位重要高管的离职。去年 8 月，亚马逊的设备主管 Dave Limp离开公司，加入了 Bezos 的火箭公司 Blue Origin。AWS 副总裁 Chris Vonderhaar 去年 5 月宣布离职，而负责亚马逊 Alexa 和硬件研发团队的几位高管已于 2022 年 10 月退休。Subject: AWS Leadership announcementA 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
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