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I listened to the earnings call. I believe the question was mostly focused on why AWS has been so behind on AI. Jassy did flub the question quite badly and rambled on for a while. The press has mentioned the botched answer in a few articles recently.


They have been pushing me and company extremely hard to vet their various AI-related offerings. When we decide to look into whatever service it is, we come away underwhelmed. It seems like their biggest selling point so far is “we’ll give it to you free for several months”. Not great.


>we come away underwhelmed

In fairness, that's been my experience with everyone except OpenAI and Anthropic where I only occasionally come out underwhelmed

Really I think AWS does a fairly poor job bringing new services to market and it takes a while for them to mature. They excel much more in the stability of their core/old services--especially the "serverless" variety like S3, SQS, Lambda, EC2-ish, RDS-ish (well, today notwithstanding)


I honestly feel bad for the folks at AWS whose job it is to sell this slop. I get AWS is in panic mode trying to catch up, but it’s just awful and frankly becoming quite exhausting and annoying for customers.


AWS was gutted by layoffs over the last couple of years. None of this is surprising.


Why feel bad for them when they don’t? The paychecks and stock options keep them plenty warm at night.


The comp might be decent but most folks I know that are still there say they’re pretty miserable and the environment is becoming toxic. A bit more pay only goes so far.


Sorry, "becoming" toxic? Amazon has been famous for being toxic since forever.


It's a perspective issue. Amazon designs the first year to not "feel" toxic to most people. Thereafter, any semblance of propriety disappears.


> stock options

Timing.

If Amazon has peaked then they will not be worth much. Shares go down. Even in rising markets shares of failing companies go down...

Mind tho, Amazon has so much mind share they will need to fail harder to fail totally...


Fascinating, thanks for sharing this.

I found this summary:

https://fortune.com/2025/07/31/amazon-aws-ai-andy-jassy-earn...

And the transcript (there’s an annoying modal obscuring a bit of the page, but it’s still readable):

https://seekingalpha.com/article/4807281-amazon-com-inc-amzn...

(search for the word “tough”)




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