回顾安迪•贾西在亚马逊的云计算贸易展上发表的主题演讲,基本上都是以沉闷的企业软件促销作为开场。
但去年12月,在从拉斯维加斯的会议大厅转移到虚拟平台举办的活动上,作为亚马逊云科技的负责人,安迪•贾西的表现与以往不同:他谈到了社会问题。他首先承认了新冠疫情造成的悲剧,然后他谈论了三名黑人被害事件。这些事件在美国引发了史无前例的抗议活动。
他说:“事实上,几百年以来,美国对待黑人的方式都是可耻的,必须做出改变。”
贾西在7月5日接替杰夫•贝佐斯担任亚马逊公司的首席执行官。他将秉持这家企业的经营理念:客户至上,行动迅速,保持节俭。他与曾经的上司贝佐斯一样争强好胜,并且不相信传统观念。
但53岁的贾西并不是贝佐斯的翻版。
他擅长通过提问来切入问题的核心,拥有令人生畏的洞察能力。另外,他平易近人,与同事相处融洽。与一心专注于事业的贝佐斯不同,贾西一直关注外面的世界,他曾经直言自己支持“黑人的命也是命”运动。
贝佐斯不会彻底消失。他将继续担任亚马逊的执行董事长,并计划参与亚马逊的新项目。在完成公司权力交接几周之后,他就决定参加其火箭公司的亚轨道太空航行,这意味着贝佐斯不会一直对贾西的工作指手画脚。贝佐斯始终相信他的副手能够管理好亚马逊。
贾西需要延续亚马逊支持发明创新的策略,包括云计算、智能音箱、支持当天发货的高度自动化仓库等。他将带领亚马逊应对世界各地监管部门的调查。各国目前都在调查美国的科技公司是否拥有太大的影响力。
此外,他还要负责兑现贝佐斯最近做出的改善员工待遇的承诺。在贝佐斯做出这番承诺之前,亚马逊的仓库部门经历了长达一年的混乱,其西雅图总部也偶尔会曝出问题。在贾西上任的几天前,亚马逊更新了领导力原则,敦促管理者要富有同情心,在决策时要考虑到员工和社会福利。
目前尚不确定贾西作为新任首席执行官会推出哪些不同的举措。他将支持亚马逊对发明创新和勇于冒险的偏好,除此之外,他尚未公开谈论过自己要优先实施的公司策略。亚马逊拒绝了本文对贾西的采访要求。
根据他的现任和前任同事、合作伙伴与竞争对手的采访显示,他会像贝佐斯一样全力以赴抓住新机会。
1997年将贾西招入亚马逊的珍妮弗•卡斯特说:“他至少会像杰夫一样有雄心和胆量。”
铁杆乐迷
贾西出生于纽约富人区斯卡斯代尔,在三个孩子中排行第二。他的父亲是曼哈顿一家知名律师事务所的老板,母亲是家庭主妇。一家人吃饭时的聊天内容经常会演变成关于球队、老师或者最爱的亲人的争论。
在2018年的一次毕业演讲中,贾西说:“你在讲故事的时候,总是会被细节或者你做的决定的有关问题所打断。”他很可能会描述在气氛紧张的会议中,坐在他对面的亚马逊员工们的感受。
贾西年轻的时候是一名出色的网球运动员,踢过足球,还想过当飞行员。除了学习以外,他不爱读书。
他在斯卡斯代尔校区后援俱乐部中的一次演讲中称:“对我来说上学就像是一种游戏。”他感谢一位出色的美国历史老师让他愿意拿出更多的精力来完成家庭作业。
他后来被父亲的母校哈佛大学录取,并取得了政府管理专业的学位。之后他搬到了纽约,成为一名体育节目广播员。但在ABC Sports和福克斯的工作令他感到沮丧,他不愿意用多年的工作来等待一次出镜的机会。
他在亚马逊也会经常表现出这种急性子。后来,贾西去了一家收藏品公司,还曾经参与创建过一家初创公司,可惜这家公司没有维持多久。之后,他重新回到哈佛商学院就读。
当时他的未婚妻是埃拉娜•卡普兰,从小在加州南部长大。贾西说,如果未婚妻同意几年后搬回纽约,商学院毕业后就前往西部发展。当时贾西希望去旧金山税务软件公司Intuit,不过时任亚马逊市场总监的卡斯特在商学院就业指导办公室里的一堆简历中发现了他。
1997年5月的一个周五,贾西参加期末考试。之后的周一他便加入了西雅图的亚马逊。再过了一周,亚马逊上市。
贾西加入了规模很小的市场部,很快就被安排研究公司应该卖哪些书。当两名商学院同学研究视频和打包软件时,贾西写了亚马逊进驻音乐行业的计划。
贾西是狂热歌迷,爱好吉他重摇滚、东海岸即兴乐队和创作歌手,所以成为亚马逊CD业务的第一位负责人。后来他回忆说,压力太大,还考虑过辞职。
回到市场部门工作一年左右之后,他加入了音乐团队,协助领导由工商管理硕士、软件工程师、前记者和DJ组成的杂牌军。
团队在西雅图市中心一座昏暗的砖房楼上办公,经常熬到深夜,伴着一楼俱乐部的重低音工作。等到第二天一早亚马逊员工返回时,酒吧里散发的污浊烟草味仍然弥漫在空气中。有时晚上贾西会趁着团队成员在工位上吃晚饭时播放CD。
设计师彼得•希尔根多夫自20世纪90年代后期以来为亚马逊工作过三段时间。有一次他正在加拿大温哥华附近滑雪,早上6点左右,他接到贾西的电话,当时亚马逊正在考虑收购网上点对点音乐共享服务Napster。
“贾西对我说:‘你可以在几个小时内到我的办公室来一趟吗?’我回答道:‘我在加拿大。’他说:‘那你能够在中午之前赶到这里吗?’”
贝佐斯认为,亚马逊人应该长期、努力、聪明地工作。贾西从一开始就体现了这些特质,并且要求周围的人也这样做。
音乐团队的一些成员通宵达旦地构想着如果公司收购了这个颇具开创性但命运多舛的文件共享服务,亚马逊数字音乐业务可能会变成什么样子。亚马逊对这件事情提出了不同的看法。
希尔根多夫说:“你可能只是去做一些创新性的项目,但他永远在不停地创新。”亚马逊可以把业务拓展到音乐会门票领域吗?能够开办一家唱片公司吗?“我们的下一个创新是什么?它的速度必须快,而且必须是有意义的。”
对亚马逊的许多年轻核心员工来说,工作和个人生活是交织在一起的。
1998年,戴夫•沙佩尔被贾西招聘进公司帮助组建亚马逊的音乐团队,当时他搭了安迪和埃拉娜•贾西的顺风车,他们要去西雅图以东两小时车程的一个传奇性户外圆形剧场听大卫•马修斯乐队的音乐会。
沙佩尔说:“我在星期二搭上顺风车,星期五晚上他带我去了大峡谷。实际上他之前根本不认识我。”
互联网泡沫破灭后不久,贝佐斯要求贾西成为他的“跟班”——这是一个类似于办公室主任的临时职位,只授予最有前途的管理人员。
在大约一年半的时间里,贾西每天都跟着贝佐斯,开会时和他坐在一起,或者充当贝佐斯的耳朵,旁听贝佐斯到场可能会使讨论跑偏的会议。
贝佐斯对贾西喜爱有加,据亚马逊的一位高管团队成员说,贝佐斯甚至在市场部的一轮裁员中力保贾西,称他是“公司最有潜力的人之一”。贝佐斯对贾西拥有绝对的信任,有些高管为了避免与脾气暴躁的首席执行官发生冲突,偶尔会有言不发,然而贾西却对贝佐斯直言不讳。
“他是会告诉你真相的那个人。”曾经担任贝佐斯技术顾问的亚马逊前高管伊恩•弗里德说。“他会以一种深思熟虑和尊重的方式说:‘杰夫,这是我在那次会议上看到的,这是我认为我们应该尝试其它方式的原因。’”
亚马逊云科技的初创时期
大约在这时,亚马逊开始重组其技术建设部门。因为新计划陷入了困境,然而把问题交给开发人员解决,并不能够加快进展。
亚马逊决定将人员繁复的技术团队拆分为专门提供单项服务或负责单个组件的工作小组。亚马逊并不要求技术开发人员在进行新项目时相互协调,取而代之的是让其将他们的软件设置完善以便其他人可以毫不费力地使用它。
贝佐斯和他的左膀右臂很有先见之明,预见到了互联网对零售业的颠覆性力量,他们认为类似的革命可能也会出现在计算领域。
2003年,贾西辞去了贝佐斯影子顾问的工作,开始构思这样的企业可能如何运作并向董事会提议。于是,当董事会批准了他的建议,亚马逊云科技抢在微软或谷歌等高科技竞争对手发现机会之前上市。三年后,亚马逊云科技推出了第一批主打产品。
最初,他们的最佳顾客是技术初创公司,这些公司还没有致力于开发大型计算机或后台服务器。亚马逊的“随用随付”模式消除了购买一套新服务器带来的高昂成本冲击,为爱彼迎等新贵提供了一种只在需要时添加资源的最新技术。
科技巨头们迟迟没有意识到这一威胁,这让贾西和西雅图的其他高管感到困惑。
“我们吸引了竞争对手的注意。他们总有一天会来找我们。”亚马逊云科技的一名前经理说。“他们拥有我们没有的内在优势。所以我们总是多疑。为了保持领先,我们最好拼命跑,因为领先是我们唯一的优势。”
人们不知道亚马逊云科技究竟领先世界多远,因为一直到2015年,贝佐斯和贾西都将亚马逊云科技的销售额隐藏在亚马逊的财务业绩中。此后,大公司纷纷放弃投资数据中心,转而支持该公司的服务。
就像个人电脑全盛时期的微软一样,亚马逊云科技也宣称自己是新计算时代的领导者。与微软一样,该公司也被指责竞争不当。无论是推出攻击合作伙伴企业的产品,还是寻求将他人开发的开源项目商业化,都备受指责。
员工们表示,亚马逊的观点是,如果亚马逊云科技的工程师认为他们能够解决客户普遍遇到的问题,他们就应该这么做。
“亚马逊将根据使用亚马逊云科技并在店里购物的客户的需求构建和开发软件。”该公司的一名发言人在电子邮件中表示。
根据Gartner公司的数据,到2020年,亚马逊占据了云计算基础设施服务近41%的市场份额。云计算基础设施服务是企业用来构建软件和运行系统的基础构件。这是第二名微软的两倍多。
贾西在一年一度的“re:Invent客户大会”上发表演讲时,通常会回顾这些数据。在过去的两年里,这部分演示被录制了下来,这促使一些与会者怀疑这是否加重亚马逊日益增长的反垄断压力。
一名公司发言人称,由于授权限制,亚马逊在发布视频之前删除了这些数据。
贾西曾经与贝佐斯和其他高管一起制定亚马逊的指导原则,在建立亚马逊云科技的写作和数据驱动文化时,他完全遵循了这些原则。员工会用简短的书面文字来表达想法。
在亚马逊的工作生活中,员工每周都要与老板进行运营和产品评估。贾西的问题往往排在最后,他的质问往往会发现提案者或陈述者没有充分考虑过的假设中的弱点。批评可能是尖锐的,但贾西并没有把它当成私人恩怨,无论是现在还是之前的同事都如此表示。
项目通常被分配给有很大自主性的小型团队,而贾西喜欢推迟看似无法完成的最后期限。确实,职业倦怠是常见的。
一个在亚马逊云科技经常被提及的问题来自于贾西:怎样才可以让你正在开发的产品规模扩大10倍?
“这绝对是一场冲刺,而且是一场连续的冲刺。”亚马逊云科技早期的产品经理彼得•西罗塔说。
为了团结人心,贾西在开会的时候,都会以感谢他的团队开场和收尾,这在一家充满雄心勃勃、争强好胜的 A 型人格员工的公司中,是一个很不寻常的细节。
许多亚马逊人都会回忆起这样的故事:当贾西试图与他们建立私交时,经常利用他在体育、音乐和独立电影方面如百科全书一般的知识储备,来寻找共同话题。虽然贝佐斯在开会的时候能够对围坐在桌旁的下属表现得兴趣寡然,但贾西更可能会与即将上去做展示的产品经理闲聊几句。
他喜欢可以挑起团队成员竞争欲望的游戏——尽管这些游戏看起来有点傻。
在音乐团队工作期间,贾西曾经在办公室组织了一场名为“悬崖”的游戏,挑战者共有三次机会,将马克笔扔到白板上并粘住。
“你会听到人们尖叫。”他在音乐团队的主管卡斯特说。“他的胜负欲非常、非常强烈。”
贾西一直是纽约几支球队的忠实粉丝,尤其是流浪者队和巨人队,还拥有一点曲棍球联盟中西雅图海妖队的官方股权。贾西的朋友和同事会一起到他的地下酒吧看比赛,他们有的还经营着篮球馆和精彩的足球联赛。
多年来,他还一直赞助亚马逊的“吃鸡翅大赛”,该比赛现在成了亚马逊云科技客户大会上的保留节目。
他给了团队成员很大的自主权,但在被任命接棒亚马逊的首席执行官之前,他仍然大量参与亚马逊云科技的日常运营。他会亲自编辑新闻稿和市场营销材料,协助产品的命名工作,而且对定价颇有见地。他还会监控推特上的动态。
此外,他也会记录有关服务中断的电子邮件——每封邮件都标志着一次不可原谅的失误——并且偶尔也会进入员工的收件箱,以确保他们已经看到了问题。他唯一能够接受下属给他的答复是“团队已经在制定解决方案”。
一些员工称,要得到贾西的点头实在是太不容易了。团队需要花费数周或数月的时间来讨论问题、编辑文档,以便让他们“准备好接贾西的招”。
亚马逊的一些员工担心,如果他试图继续挪用这种方法来指挥整个公司,很可能会失灵。
三名与贾西密切合作过的人表示,在亚马逊云科技对跳槽到对家的员工发起威胁和反竞业诉讼时,他是幕后推手。亚马逊则否认了这一点。
最近因此官司缠身的是营销主管布赖恩•霍尔,他跳槽去了谷歌,相关案件也秘密地得到了解决。
“那让安迪感到被背叛。”其中一位人士在谈到相关诉讼时指出。“他会不惜一切代价来围堵你。他不仅会密切关注留下的人,也同样密切关注着那些离开的人。”
随着亚马逊云科技的发展,贾西也开始转型,把他厚重的法兰绒衣服换成了方格纽扣衬衫,通常也会搭配牛仔裤和运动鞋。
他还开始减肥,每天在他自家的健身房里踩一个小时踏步机,用锻炼开启他的一天,一边用后台放着娱乐与体育节目电视网的节目,一边查看前一天晚上带回家的文件。他也不再喝健怡可乐他曾经被看到从自己20世纪90年代的吉普切诺基车后随手扔掉过健怡可乐罐),而是开始喝瓶装水。
近年来,贝佐斯已经成长为穿着高级定制衬衫的精致角色,而现在,他正将掌印交给一位衣着略显皱巴巴,甚至有些朴素的高管。
都市的根
无论是在亚马逊公司内部还是在公共场合讲话时,贾西都很谨言慎行,与贝佐斯一直在给客户唱赞歌相呼应。同事们都说,他有着几乎过目不忘的记忆力,而且尽管他没有接受过正式的工程师培训,却可以对数据和技术有关的话题侃侃而谈。
在西雅图蒸蒸日上的科技行业,许多高管住在郊区的湖畔社区。但是,贾西一家却选择在市区扎根。
他们在2009年购买了一套面积1万平方英尺(约929.03平方米)的住宅,住宅里还有一个网球场和一个门廊,门廊的框架则是高耸的科林斯式石柱。住宅坐落在西雅图市中心的一个社区,步行就能够到达一排酒吧和餐馆——这些地方有时会变身深夜会议的场所。
贾西回复电子邮件相当及时,但他也勤于为家人留出时间,避免参加一些一直持续到晚上的会议,早上他还会抽出时间站立吃早餐,或和孩子们打一场网球比赛。他的两个孩子,如今一个20岁,一个17岁。
在流浪现象成为西雅图一个非常重要的公共问题之后,亚马逊的一个案例被指加剧了这一问题,贾西和一名时任市议会成员一起评估了危机的范围。
直到时任市议会成员莎莉•巴格肖注意到贾西的安保人员在一旁保持恭敬距离、紧紧跟随着他时,她才明白过来这位来自亚马逊、自称“安迪”的家伙是个大人物。
朋友和同事们说,尽管贾西在工作中刻意避免发表党派政治评论,他们从贾西身上也没有看到贝佐斯的自由意志主义倾向。埃拉娜•贾西近年来一直为民主党候选人和委员会捐款。
或许,他给首席执行官这个职位带来的最大的、最直接的变化,是装饰性的。贝佐斯是世界首富,他在美国各地拥有豪华住宅,拥有一家火箭公司,还拥有《华盛顿邮报》,简直就像卡通片里的富豪。贝佐斯还是收入不平等抨击者、反垄断学者和工会的攻击目标。
据彭博亿万富翁指数显示,贾西本人相当富有,身价约为5亿美元。但在科技圈之外,他只是个默默无闻的小人物——这让亚马逊有机会把他推介给大众。
在他的带领之下,亚马逊云科技从57名员工发展到数万名员工,年营收金额超过500亿美元,而他与亚马逊云科技的合作也已经成为商学院案例研究的经典主题。
贝佐斯是一个“一分钟就能够想出主意”的机器,他的“主意”催生了Alexa数字助理和去收银员化的Amazon Go商店,而贾西更是出名的创造性思维的促进者。
如果问贾西从贝佐斯身上学到了什么,那就一定是要放眼长远。亚马逊正在面临欧洲对其使用卖家数据的调查,美国拟议的立法将迫使亚马逊将物流业务从其零售网站中剥离,哥伦比亚特区的一项反垄断诉讼指控亚马逊提高了消费者价格——这些问题或将需要数年时间才可以解决,亚马逊有充足的时间斟酌回应。
到目前为止,亚马逊似乎倾向于采取更激进的姿态,与批评它的国会议员展开争论,并动员亚马逊的公关部门,将自己这个电子商务巨头描绘成“小企业的伙伴”。
贾西将留下的东西,不仅在于继续增加Prime的忠实会员,或是增加亚马逊云科技在技术支出中的份额,还在于他将如何领导亚马逊度过反垄断纠纷和“文化清算”的时刻。换句话说,亚马逊要走的道路,不仅仅是要像贝佐斯多年以来所做的那样解决困扰客户的问题,而且要证明——亚马逊已经准备好成为一个良好的企业公民。
在去年12月的亚马逊云大会上,贾西表示,亚马逊将尽力解决系统性的种族歧视问题。但在几个月后,一名亚马逊云科技的黑人员工起诉亚马逊,称其存在种族和性别歧视。
“亚马逊正在研究这个问题,我知道很多公司都在这么做。”贾西说,“我们得共同努力好几年。但我们必须这么做。”(财富中文网)
译者:Biz、Min、Feb、Shog、於欣、杨二一、陈聪聪
回顾安迪•贾西在亚马逊的云计算贸易展上发表的主题演讲,基本上都是以沉闷的企业软件促销作为开场。
但去年12月,在从拉斯维加斯的会议大厅转移到虚拟平台举办的活动上,作为亚马逊云科技的负责人,安迪•贾西的表现与以往不同:他谈到了社会问题。他首先承认了新冠疫情造成的悲剧,然后他谈论了三名黑人被害事件。这些事件在美国引发了史无前例的抗议活动。
他说:“事实上,几百年以来,美国对待黑人的方式都是可耻的,必须做出改变。”
贾西在7月5日接替杰夫•贝佐斯担任亚马逊公司的首席执行官。他将秉持这家企业的经营理念:客户至上,行动迅速,保持节俭。他与曾经的上司贝佐斯一样争强好胜,并且不相信传统观念。
但53岁的贾西并不是贝佐斯的翻版。
他擅长通过提问来切入问题的核心,拥有令人生畏的洞察能力。另外,他平易近人,与同事相处融洽。与一心专注于事业的贝佐斯不同,贾西一直关注外面的世界,他曾经直言自己支持“黑人的命也是命”运动。
贝佐斯不会彻底消失。他将继续担任亚马逊的执行董事长,并计划参与亚马逊的新项目。在完成公司权力交接几周之后,他就决定参加其火箭公司的亚轨道太空航行,这意味着贝佐斯不会一直对贾西的工作指手画脚。贝佐斯始终相信他的副手能够管理好亚马逊。
贾西需要延续亚马逊支持发明创新的策略,包括云计算、智能音箱、支持当天发货的高度自动化仓库等。他将带领亚马逊应对世界各地监管部门的调查。各国目前都在调查美国的科技公司是否拥有太大的影响力。
此外,他还要负责兑现贝佐斯最近做出的改善员工待遇的承诺。在贝佐斯做出这番承诺之前,亚马逊的仓库部门经历了长达一年的混乱,其西雅图总部也偶尔会曝出问题。在贾西上任的几天前,亚马逊更新了领导力原则,敦促管理者要富有同情心,在决策时要考虑到员工和社会福利。
目前尚不确定贾西作为新任首席执行官会推出哪些不同的举措。他将支持亚马逊对发明创新和勇于冒险的偏好,除此之外,他尚未公开谈论过自己要优先实施的公司策略。亚马逊拒绝了本文对贾西的采访要求。
根据他的现任和前任同事、合作伙伴与竞争对手的采访显示,他会像贝佐斯一样全力以赴抓住新机会。
1997年将贾西招入亚马逊的珍妮弗•卡斯特说:“他至少会像杰夫一样有雄心和胆量。”
铁杆乐迷
贾西出生于纽约富人区斯卡斯代尔,在三个孩子中排行第二。他的父亲是曼哈顿一家知名律师事务所的老板,母亲是家庭主妇。一家人吃饭时的聊天内容经常会演变成关于球队、老师或者最爱的亲人的争论。
在2018年的一次毕业演讲中,贾西说:“你在讲故事的时候,总是会被细节或者你做的决定的有关问题所打断。”他很可能会描述在气氛紧张的会议中,坐在他对面的亚马逊员工们的感受。
贾西年轻的时候是一名出色的网球运动员,踢过足球,还想过当飞行员。除了学习以外,他不爱读书。
他在斯卡斯代尔校区后援俱乐部中的一次演讲中称:“对我来说上学就像是一种游戏。”他感谢一位出色的美国历史老师让他愿意拿出更多的精力来完成家庭作业。
他后来被父亲的母校哈佛大学录取,并取得了政府管理专业的学位。之后他搬到了纽约,成为一名体育节目广播员。但在ABC Sports和福克斯的工作令他感到沮丧,他不愿意用多年的工作来等待一次出镜的机会。
他在亚马逊也会经常表现出这种急性子。后来,贾西去了一家收藏品公司,还曾经参与创建过一家初创公司,可惜这家公司没有维持多久。之后,他重新回到哈佛商学院就读。
当时他的未婚妻是埃拉娜•卡普兰,从小在加州南部长大。贾西说,如果未婚妻同意几年后搬回纽约,商学院毕业后就前往西部发展。当时贾西希望去旧金山税务软件公司Intuit,不过时任亚马逊市场总监的卡斯特在商学院就业指导办公室里的一堆简历中发现了他。
1997年5月的一个周五,贾西参加期末考试。之后的周一他便加入了西雅图的亚马逊。再过了一周,亚马逊上市。
贾西加入了规模很小的市场部,很快就被安排研究公司应该卖哪些书。当两名商学院同学研究视频和打包软件时,贾西写了亚马逊进驻音乐行业的计划。
贾西是狂热歌迷,爱好吉他重摇滚、东海岸即兴乐队和创作歌手,所以成为亚马逊CD业务的第一位负责人。后来他回忆说,压力太大,还考虑过辞职。
回到市场部门工作一年左右之后,他加入了音乐团队,协助领导由工商管理硕士、软件工程师、前记者和DJ组成的杂牌军。
团队在西雅图市中心一座昏暗的砖房楼上办公,经常熬到深夜,伴着一楼俱乐部的重低音工作。等到第二天一早亚马逊员工返回时,酒吧里散发的污浊烟草味仍然弥漫在空气中。有时晚上贾西会趁着团队成员在工位上吃晚饭时播放CD。
设计师彼得•希尔根多夫自20世纪90年代后期以来为亚马逊工作过三段时间。有一次他正在加拿大温哥华附近滑雪,早上6点左右,他接到贾西的电话,当时亚马逊正在考虑收购网上点对点音乐共享服务Napster。
“贾西对我说:‘你可以在几个小时内到我的办公室来一趟吗?’我回答道:‘我在加拿大。’他说:‘那你能够在中午之前赶到这里吗?’”
贝佐斯认为,亚马逊人应该长期、努力、聪明地工作。贾西从一开始就体现了这些特质,并且要求周围的人也这样做。
音乐团队的一些成员通宵达旦地构想着如果公司收购了这个颇具开创性但命运多舛的文件共享服务,亚马逊数字音乐业务可能会变成什么样子。亚马逊对这件事情提出了不同的看法。
希尔根多夫说:“你可能只是去做一些创新性的项目,但他永远在不停地创新。”亚马逊可以把业务拓展到音乐会门票领域吗?能够开办一家唱片公司吗?“我们的下一个创新是什么?它的速度必须快,而且必须是有意义的。”
对亚马逊的许多年轻核心员工来说,工作和个人生活是交织在一起的。
1998年,戴夫•沙佩尔被贾西招聘进公司帮助组建亚马逊的音乐团队,当时他搭了安迪和埃拉娜•贾西的顺风车,他们要去西雅图以东两小时车程的一个传奇性户外圆形剧场听大卫•马修斯乐队的音乐会。
沙佩尔说:“我在星期二搭上顺风车,星期五晚上他带我去了大峡谷。实际上他之前根本不认识我。”
互联网泡沫破灭后不久,贝佐斯要求贾西成为他的“跟班”——这是一个类似于办公室主任的临时职位,只授予最有前途的管理人员。
在大约一年半的时间里,贾西每天都跟着贝佐斯,开会时和他坐在一起,或者充当贝佐斯的耳朵,旁听贝佐斯到场可能会使讨论跑偏的会议。
贝佐斯对贾西喜爱有加,据亚马逊的一位高管团队成员说,贝佐斯甚至在市场部的一轮裁员中力保贾西,称他是“公司最有潜力的人之一”。贝佐斯对贾西拥有绝对的信任,有些高管为了避免与脾气暴躁的首席执行官发生冲突,偶尔会有言不发,然而贾西却对贝佐斯直言不讳。
“他是会告诉你真相的那个人。”曾经担任贝佐斯技术顾问的亚马逊前高管伊恩•弗里德说。“他会以一种深思熟虑和尊重的方式说:‘杰夫,这是我在那次会议上看到的,这是我认为我们应该尝试其它方式的原因。’”
亚马逊云科技的初创时期
大约在这时,亚马逊开始重组其技术建设部门。因为新计划陷入了困境,然而把问题交给开发人员解决,并不能够加快进展。
亚马逊决定将人员繁复的技术团队拆分为专门提供单项服务或负责单个组件的工作小组。亚马逊并不要求技术开发人员在进行新项目时相互协调,取而代之的是让其将他们的软件设置完善以便其他人可以毫不费力地使用它。
贝佐斯和他的左膀右臂很有先见之明,预见到了互联网对零售业的颠覆性力量,他们认为类似的革命可能也会出现在计算领域。
2003年,贾西辞去了贝佐斯影子顾问的工作,开始构思这样的企业可能如何运作并向董事会提议。于是,当董事会批准了他的建议,亚马逊云科技抢在微软或谷歌等高科技竞争对手发现机会之前上市。三年后,亚马逊云科技推出了第一批主打产品。
最初,他们的最佳顾客是技术初创公司,这些公司还没有致力于开发大型计算机或后台服务器。亚马逊的“随用随付”模式消除了购买一套新服务器带来的高昂成本冲击,为爱彼迎等新贵提供了一种只在需要时添加资源的最新技术。
科技巨头们迟迟没有意识到这一威胁,这让贾西和西雅图的其他高管感到困惑。
“我们吸引了竞争对手的注意。他们总有一天会来找我们。”亚马逊云科技的一名前经理说。“他们拥有我们没有的内在优势。所以我们总是多疑。为了保持领先,我们最好拼命跑,因为领先是我们唯一的优势。”
人们不知道亚马逊云科技究竟领先世界多远,因为一直到2015年,贝佐斯和贾西都将亚马逊云科技的销售额隐藏在亚马逊的财务业绩中。此后,大公司纷纷放弃投资数据中心,转而支持该公司的服务。
就像个人电脑全盛时期的微软一样,亚马逊云科技也宣称自己是新计算时代的领导者。与微软一样,该公司也被指责竞争不当。无论是推出攻击合作伙伴企业的产品,还是寻求将他人开发的开源项目商业化,都备受指责。
员工们表示,亚马逊的观点是,如果亚马逊云科技的工程师认为他们能够解决客户普遍遇到的问题,他们就应该这么做。
“亚马逊将根据使用亚马逊云科技并在店里购物的客户的需求构建和开发软件。”该公司的一名发言人在电子邮件中表示。
根据Gartner公司的数据,到2020年,亚马逊占据了云计算基础设施服务近41%的市场份额。云计算基础设施服务是企业用来构建软件和运行系统的基础构件。这是第二名微软的两倍多。
贾西在一年一度的“re:Invent客户大会”上发表演讲时,通常会回顾这些数据。在过去的两年里,这部分演示被录制了下来,这促使一些与会者怀疑这是否加重亚马逊日益增长的反垄断压力。
一名公司发言人称,由于授权限制,亚马逊在发布视频之前删除了这些数据。
贾西曾经与贝佐斯和其他高管一起制定亚马逊的指导原则,在建立亚马逊云科技的写作和数据驱动文化时,他完全遵循了这些原则。员工会用简短的书面文字来表达想法。
在亚马逊的工作生活中,员工每周都要与老板进行运营和产品评估。贾西的问题往往排在最后,他的质问往往会发现提案者或陈述者没有充分考虑过的假设中的弱点。批评可能是尖锐的,但贾西并没有把它当成私人恩怨,无论是现在还是之前的同事都如此表示。
项目通常被分配给有很大自主性的小型团队,而贾西喜欢推迟看似无法完成的最后期限。确实,职业倦怠是常见的。
一个在亚马逊云科技经常被提及的问题来自于贾西:怎样才可以让你正在开发的产品规模扩大10倍?
“这绝对是一场冲刺,而且是一场连续的冲刺。”亚马逊云科技早期的产品经理彼得•西罗塔说。
为了团结人心,贾西在开会的时候,都会以感谢他的团队开场和收尾,这在一家充满雄心勃勃、争强好胜的 A 型人格员工的公司中,是一个很不寻常的细节。
许多亚马逊人都会回忆起这样的故事:当贾西试图与他们建立私交时,经常利用他在体育、音乐和独立电影方面如百科全书一般的知识储备,来寻找共同话题。虽然贝佐斯在开会的时候能够对围坐在桌旁的下属表现得兴趣寡然,但贾西更可能会与即将上去做展示的产品经理闲聊几句。
他喜欢可以挑起团队成员竞争欲望的游戏——尽管这些游戏看起来有点傻。
在音乐团队工作期间,贾西曾经在办公室组织了一场名为“悬崖”的游戏,挑战者共有三次机会,将马克笔扔到白板上并粘住。
“你会听到人们尖叫。”他在音乐团队的主管卡斯特说。“他的胜负欲非常、非常强烈。”
贾西一直是纽约几支球队的忠实粉丝,尤其是流浪者队和巨人队,还拥有一点曲棍球联盟中西雅图海妖队的官方股权。贾西的朋友和同事会一起到他的地下酒吧看比赛,他们有的还经营着篮球馆和精彩的足球联赛。
多年来,他还一直赞助亚马逊的“吃鸡翅大赛”,该比赛现在成了亚马逊云科技客户大会上的保留节目。
他给了团队成员很大的自主权,但在被任命接棒亚马逊的首席执行官之前,他仍然大量参与亚马逊云科技的日常运营。他会亲自编辑新闻稿和市场营销材料,协助产品的命名工作,而且对定价颇有见地。他还会监控推特上的动态。
此外,他也会记录有关服务中断的电子邮件——每封邮件都标志着一次不可原谅的失误——并且偶尔也会进入员工的收件箱,以确保他们已经看到了问题。他唯一能够接受下属给他的答复是“团队已经在制定解决方案”。
一些员工称,要得到贾西的点头实在是太不容易了。团队需要花费数周或数月的时间来讨论问题、编辑文档,以便让他们“准备好接贾西的招”。
亚马逊的一些员工担心,如果他试图继续挪用这种方法来指挥整个公司,很可能会失灵。
三名与贾西密切合作过的人表示,在亚马逊云科技对跳槽到对家的员工发起威胁和反竞业诉讼时,他是幕后推手。亚马逊则否认了这一点。
最近因此官司缠身的是营销主管布赖恩•霍尔,他跳槽去了谷歌,相关案件也秘密地得到了解决。
“那让安迪感到被背叛。”其中一位人士在谈到相关诉讼时指出。“他会不惜一切代价来围堵你。他不仅会密切关注留下的人,也同样密切关注着那些离开的人。”
随着亚马逊云科技的发展,贾西也开始转型,把他厚重的法兰绒衣服换成了方格纽扣衬衫,通常也会搭配牛仔裤和运动鞋。
他还开始减肥,每天在他自家的健身房里踩一个小时踏步机,用锻炼开启他的一天,一边用后台放着娱乐与体育节目电视网的节目,一边查看前一天晚上带回家的文件。他也不再喝健怡可乐他曾经被看到从自己20世纪90年代的吉普切诺基车后随手扔掉过健怡可乐罐),而是开始喝瓶装水。
近年来,贝佐斯已经成长为穿着高级定制衬衫的精致角色,而现在,他正将掌印交给一位衣着略显皱巴巴,甚至有些朴素的高管。
都市的根
无论是在亚马逊公司内部还是在公共场合讲话时,贾西都很谨言慎行,与贝佐斯一直在给客户唱赞歌相呼应。同事们都说,他有着几乎过目不忘的记忆力,而且尽管他没有接受过正式的工程师培训,却可以对数据和技术有关的话题侃侃而谈。
在西雅图蒸蒸日上的科技行业,许多高管住在郊区的湖畔社区。但是,贾西一家却选择在市区扎根。
他们在2009年购买了一套面积1万平方英尺(约929.03平方米)的住宅,住宅里还有一个网球场和一个门廊,门廊的框架则是高耸的科林斯式石柱。住宅坐落在西雅图市中心的一个社区,步行就能够到达一排酒吧和餐馆——这些地方有时会变身深夜会议的场所。
贾西回复电子邮件相当及时,但他也勤于为家人留出时间,避免参加一些一直持续到晚上的会议,早上他还会抽出时间站立吃早餐,或和孩子们打一场网球比赛。他的两个孩子,如今一个20岁,一个17岁。
在流浪现象成为西雅图一个非常重要的公共问题之后,亚马逊的一个案例被指加剧了这一问题,贾西和一名时任市议会成员一起评估了危机的范围。
直到时任市议会成员莎莉•巴格肖注意到贾西的安保人员在一旁保持恭敬距离、紧紧跟随着他时,她才明白过来这位来自亚马逊、自称“安迪”的家伙是个大人物。
朋友和同事们说,尽管贾西在工作中刻意避免发表党派政治评论,他们从贾西身上也没有看到贝佐斯的自由意志主义倾向。埃拉娜•贾西近年来一直为民主党候选人和委员会捐款。
或许,他给首席执行官这个职位带来的最大的、最直接的变化,是装饰性的。贝佐斯是世界首富,他在美国各地拥有豪华住宅,拥有一家火箭公司,还拥有《华盛顿邮报》,简直就像卡通片里的富豪。贝佐斯还是收入不平等抨击者、反垄断学者和工会的攻击目标。
据彭博亿万富翁指数显示,贾西本人相当富有,身价约为5亿美元。但在科技圈之外,他只是个默默无闻的小人物——这让亚马逊有机会把他推介给大众。
在他的带领之下,亚马逊云科技从57名员工发展到数万名员工,年营收金额超过500亿美元,而他与亚马逊云科技的合作也已经成为商学院案例研究的经典主题。
贝佐斯是一个“一分钟就能够想出主意”的机器,他的“主意”催生了Alexa数字助理和去收银员化的Amazon Go商店,而贾西更是出名的创造性思维的促进者。
如果问贾西从贝佐斯身上学到了什么,那就一定是要放眼长远。亚马逊正在面临欧洲对其使用卖家数据的调查,美国拟议的立法将迫使亚马逊将物流业务从其零售网站中剥离,哥伦比亚特区的一项反垄断诉讼指控亚马逊提高了消费者价格——这些问题或将需要数年时间才可以解决,亚马逊有充足的时间斟酌回应。
到目前为止,亚马逊似乎倾向于采取更激进的姿态,与批评它的国会议员展开争论,并动员亚马逊的公关部门,将自己这个电子商务巨头描绘成“小企业的伙伴”。
贾西将留下的东西,不仅在于继续增加Prime的忠实会员,或是增加亚马逊云科技在技术支出中的份额,还在于他将如何领导亚马逊度过反垄断纠纷和“文化清算”的时刻。换句话说,亚马逊要走的道路,不仅仅是要像贝佐斯多年以来所做的那样解决困扰客户的问题,而且要证明——亚马逊已经准备好成为一个良好的企业公民。
在去年12月的亚马逊云大会上,贾西表示,亚马逊将尽力解决系统性的种族歧视问题。但在几个月后,一名亚马逊云科技的黑人员工起诉亚马逊,称其存在种族和性别歧视。
“亚马逊正在研究这个问题,我知道很多公司都在这么做。”贾西说,“我们得共同努力好几年。但我们必须这么做。”(财富中文网)
译者:Biz、Min、Feb、Shog、於欣、杨二一、陈聪聪
Andy Jassy usually starts his keynote at Amazon.com’s cloud-computing trade show with what amounts to a tedious infomercial for corporate software.
But last December, at an event held virtually rather than in a Las Vegas ballroom, the Amazon Web Services boss did something different: He talked about society. After acknowledging the tragedy of the coronavirus pandemic, Jassy called out the killings of three Black Americans that had sparked unprecedented protests across the country.
“The reality is for the last several hundred years, the way we treated Black people in this country is disgraceful and something that has to change,” he said.
Jassy, who succeeds Jeff Bezos as Amazon’s chief executive on July 5, is steeped in the company’s corporate religion: Put customers first, move fast, be frugal. He shares his boss’s competitive streak and mistrust of conventional wisdom.
But the 53-year-old executive is no Bezos clone. Known for piercing questions that cut to the heart of the matter, he has a formidable radar for subordinates’ hyperbole. At the same time, he is unassuming and connects easily with colleagues. Moreover, unlike the sometimes single-minded Bezos, Jassy has long engaged with society outside Amazon’s walls, as he showed by declaring unequivocally that Black lives matter.
Bezos isn’t going away entirely. He’ll remain executive chairman of Amazon’s board and plans to stay involved with the company’s new projects. Yet his decision to hitch a ride on his rocket company’s suborbital space flight just weeks after handing over control suggests Bezos won’t constantly be second-guessing Jassy, a deputy he’s long trusted to manage his own shop.
It falls to Jassy to continue Amazon’s track record of invention, which extends from cloud-computing and smart speakers to the heavily automated warehouses that enable one-day shipping. He will dictate Amazon’s response to regulators around the world who are probing whether big U.S. tech companies have become too powerful. And he’ll have the task of seeing through Bezos’s recent pledge that the company will do better by employees, a declaration that follows a year of unrest in the company’s warehouses and, occasionally, at its Seattle headquarters. Days before Jassy’s ascension, the company updated its leadership principles, urging managers to lead with empathy and consider employee and societal welfare when making decisions.
It’s not clear what Jassy might do differently in the CEO’s chair and, aside from endorsing Amazon’s preference for invention and big bets, he’s been publicly quiet about his priorities. The company declined to make him available for this profile.
Interviews with current and former colleagues, partners and competitors suggest he’ll be as hard-charging as Bezos when pursuing new opportunities. “He will be just as ambitious and bold as Jeff has been, if not more so,” said Jennifer Cast, who hired Jassy at Amazon in 1997.
Obsessive music fan
Jassy grew up in the affluent New York suburb of Scarsdale, the middle of three children. His father led a prominent Manhattan law firm, and his mother was a homemaker. Dinner-table conversation frequently turned into debate about sports teams, teachers or favorite relatives.
“You never got away with telling a story without being interrupted constantly with questions about the details or decisions you made,” Jassy said in a 2018 commencement address. He could easily have been describing how Amazon employees feel sitting across from him in high-pressure meetings.
A skilled youth tennis player, Jassy also played soccer and considered himself a jock. He didn’t read outside of his studies. “School was a bit of a game to me,” he said in a speech at the Scarsdale school district booster club, where he credited a talented American history teacher with getting him to engage more with schoolwork.
After following his father to Harvard and earning a degree in government, Jassy moved to New York to pursue a career as a sportscaster. Stints at ABC Sports and Fox ended in frustration at the prospect of putting in years of work before getting a shot, impatience often found in the halls of Amazon. Jassy later worked for a collectibles company and co-founded a short-lived startup, before returning to Harvard for business school.
His then-fiancée, Elana Caplan, grew up in southern California, and Jassy said he would go out west after business school if she agreed to move back to New York after a few years. Jassy figured he was in the running for a job in San Francisco with tax preparation software maker Intuit when Cast, then Amazon’s marketing chief, spotted his resume in a pile from the business-school career office.
Jassy took his final exam on a Friday in May 1997 and joined Amazon in Seattle the next Monday, a week before the company’s initial public offering.
Posted to the tiny marketing department, Jassy was quickly drafted to explore what the company should sell after books. While two business-school classmates studied video and packaged software, Jassy wrote the plan for Amazon’s entrance into the music business.
An obsessive fan whose tastes span guitar-heavy rock, East Coast jam bands and singer-songwriters, Jassy was passed over to be the first leader of Amazon’s CD business. He was crushed and considered quitting, he later recalled.
After another year or so back in marketing, he made it to the music team, helping lead a ragtag group of MBAs, software engineers, former journalists and DJs. Working on an upper floor of a dingy brick building in downtown Seattle, the team often stayed late enough to feel the thumping bass from a club on the ground floor. Stale cigarette smoke from the bar still hung in the air when the Amazonians returned early the next morning.Jassy sometimes played CDs in the evenings as the team ate dinner at their desks.
Peter Hilgendorf, a designer who did three stints at Amazon, starting in the late 1990s, was on a ski trip near Vancouver, British Columbia, when he got a call from Jassy at about 6 a.m. Amazon was considering making an offer for Napster.
“He’s like, ‘can I get you to come into the office in a couple hours?’” Hilgendorf said. “I’m like, ‘I’m in Canada.’ He says, ‘OK, can you get here by noon?’”
A Bezos edict holds that Amazonians must work long, hard and smart. Jassy embodied that from the beginning—and required it of those around him. A few members of the music team pulled an all-nighter to sketch out what an Amazon digital music business might look like if the company acquired the pioneering but ill-fated file-sharing service. Amazon disputes that description of events.
“You just do these experiments, and he was always, always, always working on experiments,” Hilgendorf said. Could Amazon get into concert tickets? Start a record label? “What’s the next thing? It had to be fast, and had to be meaningful.”
For many of the mostly young core of employees at Amazon, work and personal lives blended. Dave Schappell, hired by Jassy in 1998 to help build out Amazon’s music team, found himself hitching a ride with Andy and Elana Jassy, who were going toa Dave Matthews Band concert two hours east of Seattle at a legendary outdoor amphitheater. “I started on a Tuesday, and on Friday night he took me out to the Gorge,” Schappell said. “Literally, he didn’t know me.”
Shortly after the dot-com bust, Bezos asked Jassy to become his shadow—a temporary chief-of-staff-like posting awarded only to the most promising managers. For about 18 months, Jassy followed the boss around every day, sitting with him in meetings and serving as his ears in rooms where Bezos’s presence could throw discussions off track. Bezos was already a Jassy fan—even saving his job during a round of layoffs in the marketing department and dubbing him “one of our most high potential people,” according to a member of Bezos’s executive team. He came to trust Jassy implicitly. Unlike some executives who occasionally censored themselves to avoid confrontation with a temperamental CEO, Jassy told it to Bezos straight.
“He was someone who will tell you the truth,” said Ian Freed, a former Amazon executive who also worked as Bezos’s technical adviser. “He would say it in a thoughtful and respectful way: ‘Jeff, here’s what I saw in that meeting, and here’s why I think we should try it in a different way.’”
AWS is born
At about this time, Amazon was starting to reorganize its technology infrastructure. New initiatives were getting bogged down, and throwing more developers at the problem didn’t speed things up. Amazon decided to break apart cumbersome technology teams into smaller groups responsible for a single service or component. Instead of asking them to coordinate when pursuing new projects, they would set up their software so that others could tap into it without any additional effort.
Bezos and his deputies, prescient in foreseeing the internet’s disruptive power in retail, figured a similar revolution might also be coming to computing. In 2003, Jassy left the shadow job to outline how such a business might work and, when the board approved his proposal, bring it to market before a high-tech rival like Microsoft or Google spied the opportunity. Amazon Web Services launched its first major offerings three years later.
Their best customers at first were technology startups, companies not already committed to mainframe computers or backroom servers. Amazon’s pay-for-what-you-use model eliminated the sticker shock of buying a new set of servers, offering upstarts like Airbnb a way to use the latest technology and only add resources as it needed them.
Corporate technology giants were slow to recognize the threat, puzzling Jassy and other executives in Seattle.
“We paid a lot of attention to our competitors. They gotta be coming for us at some point,” a former AWS manager said. “They had these built-in advantages that we didn’t have. So we’re always paranoid. We’d better be running like hell to stay far ahead, because being ahead is the only advantage we have.”
How far ahead the world didn’t know because Bezos and Jassy had AWS’s sales buried in Amazon’s financial results until 2015. By then, big companies were unplugging data centers in favor of the company’s services.
Like Microsoft in the heyday of the personal computer, AWS staked its claim as the leader in a new era of computing. And like Microsoft, AWS has been accused of being hypercompetitive, whether rolling out products that trample those of partners, or seeking to commercialize open-source projects built by others. Amazon’s view, employees say, is that if AWS engineers think they can solve a problem affecting enough customers, they should do it. “Amazon is focused on building and inventing on behalf of customers who use AWS and shop in our store,” a company spokesman said in an email.
In 2020, according to Gartner, Amazon held almost 41% of the market for cloud-computing infrastructure services, the foundational building blocks companies use to build software and run their systems. That’s more than double the market share of second-place Microsoft. Jassy typically goes over those stats during his speech at the annual re:Invent customer conference. In the last two years that portion of the presentation was nixed from recorded versions, prompting some attendees to wonder if the growing antitrust pressure on Amazon was a factor. A company spokesman said Amazon removed the data before posting the videos because of licensing restrictions.
Jassy, who worked with Bezos and other executives to craft Amazon’s guiding principles, followed them to the letter in setting up AWS’s writing- and data-driven culture. Employees present ideas as short, written narratives. Life at AWS is punctuated by weekly operational and product reviews with the boss. Jassy’s questions tend to come last, and his interrogation often identifies weak spots in a proposal or assumptions presenters hadn’t fully thought through. Criticism can be searing, but Jassy doesn’t make it personal, current and former colleagues say.
Projects are assigned to small, largely self-directed teams, and Jassy relishes pushing for impossible-seeming deadlines. Burnout is common. A frequent question that bounces around AWS comes from Jassy: What would it take to make what you’re working on 10 times its size?
“It was absolutely a sprint,” said Peter Sirota, an early AWS product manager. “A continuous sprint.”
To rally the troops, Jassy begins and ends meetings by thanking his teams, uncommon niceties at a company full of confrontational, Type-A personalities. Many Amazonians have stories of moments when Jassy sought to connect with them on a personal level, often using his encyclopedic knowledge of sports, music and indie movies to find common ground. While Bezos can go through meetings without showing much interest in the underlings sitting around the table, Jassy is more likely to strike up small talk with product managers waiting to present.
He likes silly games that bring out his team’s competitive urge. During his days on the music team, Jassy’s office hosted a game called “The Ledge,” where challengers had three chances to throw and land a dry erase marker on the white board. “You’d hear people screaming,” said Cast, who was his supervisor on the music team. “He’s just very, very competitive.”
Jassy never fell out of love with New York sports teams, particularly the Rangers and Giants, and owns a minority stake in the Seattle Kraken expansion hockey franchise. Jassy has friends and coworkers over to watch games in his basement bar, runs basketball pools and fantasy football leagues. For years he has sponsored an Amazon chicken-wing eating contest, a version of which is now featured at AWS’s customer conference.
He gives teams wide latitude to steer their own course, but prior to being named Amazon’s CEO-in-waiting, remained heavily involved in day-to-day operations at AWS. He edits press releases and marketing materials, helps name products and has strong opinions on where to set prices. He monitors Twitter.
And he’s copied on emails about service disruptions—each one an unacceptable failure—and occasionally drops into employees’ inboxes to make sure they’ve seen the problem. The only appropriate response is that the team is already working on a resolution. Some employees say seeking Jassy’s approval can be a bottleneck. Teams spend weeks or months debating and editing documents to get them “Andy-ready.” Some at Amazon worry that such an approach would fail if he seeks to replicate it in steering the entire company.
Three people who have worked closely with Jassy say he’s behind AWS’s threats and non-compete lawsuits against employees who leave for rivals. Amazon denies this. The litigious pattern recently fell on Brian Hall, a marketing executive who decamped for Google and whose case was settled confidentially.
“That’s Andy feeling a betrayal,” one of the people said of the lawsuits. “I’m going to come after you with everything I’ve got. It’s as much for the folks that remain as the folks that leave.”
As AWS grew, Jassy replaced elements of his flannel-heavy uniform for a rotation of checkered button-down shirts, typically paired with jeans and sneakers. He lost weight, starting his days with an hour on an elliptical machine at his home gym, ESPN on in the background as he reviews documents brought home the night before. He switched from Diet Coke—cans of which he once chucked indiscriminately in the back of his 1990s Jeep Cherokee—to bottled water. Bezos, who in recent years has swelled into an action figure in tailored shirts, is handing the reins to a slightly rumpled and frugally dressed executive.
Urban roots
Whether speaking at Amazon or in public, Jassy is disciplined, echoing Bezos’s paeans to customers. Colleagues say he has a near-photographic memory and easy fluency with data and technical topics despite a lack of formal training as an engineer.
Many executives in Seattle’s booming technology sector live on lakeside compounds in the suburbs. The Jassys opted to put down urban roots, in 2009 buying a 10,000-square-foot home, complete with a tennis court and a porch framed by towering Corinthian columns. The house sits in a central Seattle neighborhood that’s walking distance from a strip of bars and restaurants, which have become occasional venues for late-night meetings. Known for responding to email at all hours, Jassy is also diligent in setting aside time for his family, excusing himself from some meetings that run into the evening and holding time in the mornings for standing breakfasts or tennis matches with his kids, now aged 20 and 17.
After homelessness became an all-consuming civic issue in Seattle, one Amazon was accused of exacerbating, Jassy joined a city council member on a one-night count to assess the scope of the crisis. The now-former councilmember, Sally Bagshaw, had no idea that guy who introduced himself as Andy from Amazon was a big deal until she noticed his security detail trailing them from a respectful distance.
Friends and coworkers say they detect in Jassy none of Bezos’s libertarian leanings, though he studiously avoids partisan political commentary at work. Elana Jassy has donated to Democratic candidates and committees in recent years.
Perhaps the biggest immediate change he brings to the CEO role is cosmetic. Bezos, the world’s richest man, owns lavish homes across the U.S., a rocket company and the Washington Post, cutting the figure of a cartoon plutocrat. He is a go-to target for income-inequality critics, anti-monopoly scholars and labor unions.
Jassy himself is quite wealthy—he’s worth roughly $500 million, according to the Bloomberg Billionaires Index—but he’s an unknown quantity outside technology circles, giving Amazon an opportunity to introduce him to the public.
Jassy’s work with AWS, a business he steered from 57 employees to tens of thousands and annual revenue of more than $50 billion, is already the subject of reverent business-school case studies. But while Bezos is an idea-a-minute machine whose musings led to the Alexa digital assistant and cashierless Amazon Go stores, Jassy is better known as a facilitator of creative thinking in others.
If Jassy has learned one thing from Bezos, it’s to take the long view. Amazon faces European inquiries into how it uses seller data, proposed legislation in the U.S. that would force the company to cleave its logistics business from its retail website and a District of Columbia antitrust lawsuit alleging it raised prices on customers. These inquiries are expected to take years to resolve, so Amazon has time to tinker with its response.
So far, the company seems bent on a more aggressive posture, sparring with critical members of Congress and marshalling Amazon’s public-policy arm to portray the e-commerce giant as a friend to small business. Jassy’s legacy will rest not just on continuing to add loyal Prime members and increase AWS’s share of technology spending, but on how he leads Amazon through its antitrust entanglements and moment of cultural reckoning. The roadmap, in other words, is not just to fix what ails customers, as Bezos did profitably for so many years, but to demonstrate that Amazon is ready to be a good corporate citizen.
At Amazon’s cloud conference last December, Jassy said Amazon would do its part to address systemic racism, a commitment he reinforced months later after a Black AWS employee sued the company, claiming racial and gender discrimination.
“We’re working on it at Amazon, I know a lot of companies are,” Jassy said. “It’s going to take several years of us working together, but we need to do it.”