“I think their next five years are well mapped out already,” Lipsman says. With Amazon continuing to record huge sales, Lipsman believes that Jassy will help the company dominate. AWS has built a substantial government cloud business that really kicked off in 2013, when the CIA contracted with AWS to build its a custom cloud computing facility, he says. Indeed, Jassy is no stranger to the federal government, as Josey noted. Josey likened Jassy’s CEO appointment to Google CEO Larry Page being replaced by Sundar Pichai, who also has a low-key image.
at a time when Bezos has become a lightning rod. It gives Amazon “a fresh face” in Washington D.C. Jassy’s new role may also help Amazon with regulators, who have already launched antitrust investigations into Google and Facebook, says JMP’s Josey. Jassy’s skills as an operator will come in handy as Amazon develops its logistics and delivery businesses, which will require similar managerial skills as leading the company’s wonky cloud computing unit, Lipsman adds. “The whole ethos of the company, how they use data, how they are so deliberate in how they go after pockets of opportunity, I think Andy Jassy is a big part of it,” Lipsman says. Although people questioned whether Cook would be a worthy successor to Jobs, Cook’s expertise as a skilled operator-akin to Jassy-proved instrumental in leading Apple to record sales. Lipsman compared Jassy taking over Bezos’s CEO role to Apple CEO Tim Cook replacing the legendary Steve Jobs. Both Jassy and Wilke “would easily be able to pick up the ball” in Bezos’s absence, Lipsman says. He’s therefore likely to know more about running a consumer-facing company that many people may assume, Josey explains.Īndrew Lipsman, an eMarketer analyst, says Jassy and the recently retired former Amazon retail chief Jeff Wilke, are “great lieutenants.” At one point, Jassy and Wilke were both CEOs of Amazon divisions, leading the cloud and retail units respectively with Bezos acting as a sort of uber-CEO role. But because Bezos will take the title of Amazon’s executive chairman, Josey believes that Bezos will be able help Jassy adjust.Īnd even though he hasn’t led a consumer-facing business, Jassy has been a trusted member of Bezos’s inner circle. A big challenge facing Jassy in his new role, however, is his lack of experience heading a giant consumer business, says Ron Josey, an analyst for JMP Securities.
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