Quotesby Glyph
Amazon leaders on AI, quotes with sources
34 quotes from Andy Jassy, Werner Vogels, Jeff Bezos
- We’re in the middle of some of the biggest inflections of our lifetime, we’re well positioned to lead, and I’m very optimistic about what’s ahead for our customers and Amazon.
- AI is a once-in-a-lifetime opportunity where the current growth is unprecedented and the future growth even bigger.
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- At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference.
- Both OpenAI and Anthropic have revenue run rates reportedly approaching $30 billion. These are breathtaking numbers for companies this soon after their commercial launches.
- The temptation is to just add a little AI to the existing experience. That’s a start. But, the trick for leaders, ourselves included, is how to get organized and convicted about going back to the starting line and reimagining your experiences from a clean sheet of paper, assuming you were building with the new technology available.
- Virtually all AI thus far has been done on NVIDIA chips, but a new shift has started.
- We’re not investing approximately $200 billion in capex in 2026 on a hunch.
- Every quote from Andy Jassy
- With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital.
- But if history has taught us anything, this is not the end of the developer, it’s the dawn of something new, the renaissance developer.
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- Generative AI lets us generate code in seconds, but if you put garbage in, you get really convincing garbage out.
- In the coming year, we will begin the transition into a new era of AI in the human loop, not the other way around.
- It’s plausible that in about five years, there will be quantum computers capable of breaking the RSA and ECC encryption that secures the vast majority of internet communications, financial transactions, and your sensitive personal data.
- Every quote from Werner Vogels
- Our conviction that AI will change every customer experience is starting to play out...
- Agents will be teammates that we can call on at various stages of our work, and that will get wiser and more helpful with more experience.
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- Fast forward 28 years and the most transformative technology since the Internet is here.
- Technologies like Generative AI are rare; they come about once-in-a-lifetime, and completely change what’s possible for customers and businesses.
- There will be billions of these agents, across every company and in every imaginable field. There will also be agents that routinely do things for you outside of work, from shopping to travel to daily chores and tasks. Many of these agents have yet to be built, but make no mistake, they’re coming, and coming fast.
- We will need fewer people doing some of the jobs that are being done today, and more people doing other types of jobs. It’s hard to know exactly where this nets out over time, but in the next few years, we expect that this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company.
- Every quote from Andy Jassy
- AI does not have to be as expensive as it is today, and it won’t be in the future.
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- But, inference will also get meaningfully more efficient in the next couple of years with improvements in model distillation, prompt caching, computing infrastructure, and model architectures. Reducing the cost per unit in AI will unleash AI being used as expansively as customers desire, and also lead to more overall AI spending.
- Fundamentally, if your mission is to make customers’ lives better and easier every day, and you believe every customer experience will be reinvented by AI, you’re going to invest deeply and broadly in AI.
- Generative AI is going to reinvent virtually every customer experience we know, and enable altogether new ones about which we’ve only fantasized.
- We continue to believe AI is a once-in-a-lifetime reinvention of everything we know, the demand is unlike anything we’ve seen before, and our customers, shareholders, and business will be well-served by our investing aggressively now.
- While model training still accounts for a large amount of the total AI spend, inference (which are the predictions or outputs of the models) will represent the overwhelming majority of future AI cost because customers train their models periodically, but produce inferences constantly in large-scale AI applications.
- With what’s happening in AI right now, and the likelihood that every customer experience we’ve ever known will be reinvented, there has never been a more important time, in my opinion, to optimize to invent well.
- Every quote from Andy Jassy
- As disinformation spreads at unprecedented rates, a new wave of AI-powered tools will emerge to empower journalists, researchers, and engaged citizens in their quest for truth.
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- Last but certainly not least, Generative AI may be the largest technology transformation since the cloud (which itself, is still in the early stages), and perhaps since the Internet. Unlike the mass modernization of on-premises infrastructure to the cloud, where there’s work required to migrate, this GenAI revolution will be built from the start on top of the cloud.
+1more from this letter
- But what’s interesting is that just scaling things up, and I put just in quotes because it’s actually hard to scale things up, but just scaling things up also appears to pay huge dividends.
+4more from this podcast
- I think we humans have a lot of ways of we can make ourselves go extinct. These things may help us not do that, so they may actually save us.
- It’s interesting to me that large language models in their current form are not inventions, they’re discoveries. The telescope was an invention, but looking through it at Jupiter, knowing that it had moons, was a discovery.
- So even in the face of all this uncertainty, my own view is that these powerful tools are much more likely to help us and save us even than they are to on balance hurt us and destroy us.
- The human brain does remarkable things and it does it on about 20 watts of power. And the AI techniques we use today use many kilowatts of power to do equivalent tasks.
- Every quote from Jeff Bezos
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