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馬特·加曼的成功之路:從實習生到亞馬遜云科技CEO

Jason Del Rey
2024-12-23

六個月前,加曼被任命為亞馬遜云科技首席執(zhí)行官。

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12月,亞馬遜云科技(AWS)的馬特·加曼(Matt Garman)首次以首席執(zhí)行官身份主持Re:Invent大會。圖片來源:Courtesy of Amazon Web Services/Noah Berge

近二十年前,馬特·加曼以實習生身份加入亞馬遜云科技。但他本月早些時候出席這家云計算巨頭在拉斯維加斯舉行的年度大會,則在某種程度上標志著他的首次亮相。

六個月前,加曼被任命為亞馬遜云科技首席執(zhí)行官,負責管理亞馬遜價值1000億美元的云業(yè)務(wù)。亞馬遜云科技龐大的數(shù)據(jù)中心為網(wǎng)飛(Netflix)、蘋果(Apple)和優(yōu)步(Uber)等全球最受歡迎的服務(wù)提供支持。在亞馬遜云科技Re:invent活動上,許多客戶出席,而加曼穿著運動牛仔褲,搭配挽起袖子的紐扣襯衫,自信地主持了一場長達三個小時的主題演講。期間,他的副手、合作伙伴,乃至老板都輪番登場。

在外人看來,加曼所展現(xiàn)出的這份自信與風度,與理想的工作交接完美契合。他接管了亞馬遜最為盈利的業(yè)務(wù)板塊,該業(yè)務(wù)今年前九個月的營業(yè)利潤占這家互聯(lián)網(wǎng)巨頭 470 億美元總營業(yè)利潤的 60%以上,擁有令人羨慕的市場份額,并憑借長期合同鎖定了眾多藍籌股客戶。作為一名經(jīng)驗豐富的亞馬遜云科技掌舵人,加曼的使命是延續(xù)這份輝煌成就——他在最近的一次采訪中承認了這一點,他告訴記者:“我并無大規(guī)模改變現(xiàn)狀的意愿?!?/p>

然而,隨著加曼任期的開始,一系列事件接踵而至,可能會迫使他采取比先前宣稱的更為激烈的行動。

人工智能的蓬勃發(fā)展正驅(qū)使各行各業(yè)的公司全面革新其技術(shù)戰(zhàn)略,并重新評估它們需要從云計算提供商那里獲得的各種服務(wù)。這一重大轉(zhuǎn)變有可能為企業(yè)開支帶來意外收益,但也可能會顛覆長久以來由亞馬遜云科技主導(dǎo)的云計算市場的力量平衡。加曼及其團隊在拉斯維加斯的演講中著重介紹了人工智能,但亞馬遜在云計算領(lǐng)域的主要競爭對手微軟(Microsoft)和谷歌(Google)也在積極搶占生成式人工智能的先機。此外,人工智能芯片巨頭英偉達(Nvidia)最近透露,它正在構(gòu)建自己的云服務(wù),此舉或?qū)⑻魬?zhàn)亞馬遜云科技的核心優(yōu)勢。

今年春季離職的前亞馬遜云科技高級安全顧問凱特·西科羅內(nèi)(Cate Ciccolone)在大會召開前一個月告訴《財富》雜志:“如果亞馬遜或亞馬遜云科技未能加速在人工智能領(lǐng)域的創(chuàng)新步伐,那么它們就有可能落后于市場。對于很多業(yè)內(nèi)人士來說,當他們想到人工智能時,亞馬遜云科技不會是他們首選、次選乃至第三選擇的對象。鑒于它們需要覆蓋眾多領(lǐng)域,我認為這正是其在內(nèi)部備受關(guān)注的部分原因?!?/p>

加曼還發(fā)現(xiàn)自己正在走鋼絲,既要重振因多年過度招聘和中層管理人員冗余而變得官僚化的內(nèi)部文化,又要贏得那些對強制要求每周五天重返辦公室辦公的規(guī)定感到失望的優(yōu)秀員工的支持。

還有特朗普因素。有些人可能還記得,這位前總統(tǒng),亦是即將再度入主白宮之人,一直對亞馬遜創(chuàng)始人兼執(zhí)行董事長杰夫·貝佐斯(Jeff Bezos)抱有不滿,部分原因在于他認為貝佐斯旗下的《華盛頓郵報》的報道存在偏頗。在上一屆特朗普政府執(zhí)政期間,亞馬遜在法庭上成功辯稱,前總統(tǒng)對貝佐斯的個人敵意直接導(dǎo)致亞馬遜云科技失去了一份價值100億美元的政府合同。沒有人能預(yù)測他的新一屆政府將帶來何種紛爭與爭議。

加曼如何引領(lǐng)這家亞馬遜旗下最具盈利能力的公司度過這個機遇與挑戰(zhàn)并存的關(guān)鍵時期,將對書寫后貝佐斯時代這家科技巨頭的新篇章大有助益。鑒于亞馬遜云科技對亞馬遜利潤和整體人工智能戰(zhàn)略的重要性,這位新任首席執(zhí)行官將受到投資者的密切關(guān)注,他們希望確保這位穩(wěn)健的掌門人在必要時能引領(lǐng)變革。《財富》雜志采訪了12位亞馬遜云科技在職員工及近期離職員工,首次近距離了解了這位云計算巨頭的領(lǐng)導(dǎo)者、在其上任初期數(shù)個月的表現(xiàn),以及他的管理風格對公司的意義。

精準的謊言識別器

現(xiàn)年 48 歲的加曼在亞利桑那州斯科茨代爾長大,他的家庭中“不乏夸夸其談之人,他們熱衷于表達自己的觀點,并希望自己的聲音能被他人聽見?!?/p>

他認為,自己“能夠洞察他人的言外之意,了解真相”的能力,至少在某種程度上要歸功于這種家庭氛圍。他說:"我認為這是我能在團隊合作中能夠發(fā)揮作用的地方?!?/p>

一位曾在亞馬遜云科技擔任領(lǐng)導(dǎo)職務(wù)的人士用另一種方式向《財富》雜志闡釋了這一點:“他擁有一臺精準的謊言識別器。”

“我猜這就是安迪(賈西)對他頗為賞識的原因吧,”這位曾在亞馬遜云科技擔任領(lǐng)導(dǎo)職務(wù)的人說。

盡管加曼從小就是菲尼克斯太陽隊(Phoenix Suns)的球迷,而且在大學和商學院期間,他常常將閑暇時光投入籃球運動之中,但顯而易見,他并非一名典型的運動員。他昔日的一位同窗向《財富》雜志透露:“他確實常在校內(nèi)打籃球,但也很嚴肅,很書呆子氣?!?/p>

Greylock Partners的風險投資家喬什·麥克法蘭(Josh McFarland)在斯坦福大學結(jié)識了加曼,并與他一起在一家互聯(lián)網(wǎng)初創(chuàng)公司短暫工作過一段時間。麥克法蘭形容他的老朋友“沉穩(wěn)持重”、“泰然自若”,是一個“行事極為中規(guī)中矩的人”。

從斯坦福大學畢業(yè)后,正值互聯(lián)網(wǎng)繁榮期,麥克法蘭成功說服加曼,讓他住進了加曼與其他朋友在紅木城合租的牧場內(nèi)一間面積僅為7*12英尺(約2.1*3.7米)的狹小洗衣房。麥克法蘭開著一輛引擎蓋上繪有火焰圖案的SUV,另一位室友擁有一輛全新的本田跑車,而加曼卻選擇了一輛二手轎車。

“他對此非常滿意,”麥克法蘭說。

(加曼的著裝也不張揚。麥克法蘭說,他最近嘲笑加曼在臺上接受采訪時穿的運動鞋,所以他特意為他定制了以亞馬遜云科技為設(shè)計靈感的耐克空軍一號鞋。)

在斯坦福大學就讀大一期間,加曼邂逅了他未來的妻子香蒂(Shanti),并在那里完成了工業(yè)工程的本科和研究生學業(yè)。在接下來的五年里,他在數(shù)家初創(chuàng)公司擔任產(chǎn)品管理職務(wù),之后進入西北大學(Northwestern University)凱洛格管理學院攻讀工商管理碩士學位。

2005 年夏天,在凱洛格管理學院完成了一年學業(yè)后,加曼以實習生身份加入了后來的亞馬遜云科技,當時這家公司還未正式上市。

麥克法蘭說:"當他開始在亞馬遜工作時,我記得當時在想:'哦,這太合乎情理了;馬特·加曼就是亞馬遜精神的化身——埋頭苦干,兢兢業(yè)業(yè),全力以赴,不懈奮斗。"

位于弗吉尼亞州阿什本的IAD71亞馬遜云科技數(shù)據(jù)中心。圖片來源:Nathan Howard/Bloomberg–Getty Images

2006年畢業(yè)后,也就是亞馬遜云科技正式成立的那一年,加曼接受了該部門的全職工作邀請,成為該部門首位產(chǎn)品經(jīng)理,當時該公司僅聘用了三名銷售人員。

加曼說:“我們完成了所有工作。作為產(chǎn)品經(jīng)理,我負責撰寫產(chǎn)品詳情頁,制定定價計劃,召開產(chǎn)品命名會議——完成任何需要完成的工作。”

從那以后,他在這家公司工作了將近20年,這表明他覺得自己與這家企業(yè)高度契合。

去年離職的亞馬遜云科技網(wǎng)絡(luò)安全經(jīng)理埃里克·普波(Erik Pupo)說:"他身上流淌著公司文化的血液?!?/p>

然而,一些曾與他共事的人告訴《財富》雜志,他職業(yè)生涯的絕大部分時間都在亞馬遜云科技度過,這讓他在公司內(nèi)部建立了深厚的自信,有時甚至會讓人覺得他傲慢。相反,另一些人則認為他的舉止用“拘謹緊張”來形容再合適不過了。無論如何,多名消息人士稱,加曼在亞馬遜云科技之前擔任的職務(wù)激發(fā)了他所領(lǐng)導(dǎo)團隊的強烈忠誠感。

走上首席執(zhí)行官的曲折道路

在亞馬遜云科技穩(wěn)步晉升的過程中,加曼遭遇的唯一一次重大挫折發(fā)生在2021年,當時賈西接替貝佐斯出任首席執(zhí)行官,云計算部門的最高職位出現(xiàn)空缺。許多業(yè)內(nèi)人士預(yù)計,剛履新一年、負責亞馬遜云科技銷售和營銷部門的加曼將會獲得這一職位。但亞馬遜卻選擇了前亞馬遜云科技員工亞當·塞利普斯基(Adam Selipsky)。這一舉措之所以讓人感到意外,是因為塞利普斯基已經(jīng)離開該公司五年有余,在此期間,他擔任軟件公司Tableau的首席執(zhí)行官,而加曼則在亞馬遜云科技內(nèi)部不斷承擔更多的責任,而且從未離開過,他曾領(lǐng)導(dǎo)過大型技術(shù)團隊,后來又領(lǐng)導(dǎo)過銷售和營銷部門。

但是,即便加曼對自己的失利有所不甘,他也并未表現(xiàn)出來。相反,這次變故為他贏得了額外的三年時光,讓他能夠繼續(xù)管理銷售和營銷部門,而他早在一年前就開始負責銷售和營銷部門了。

今年早些時候,加曼在美國全國廣播公司財經(jīng)頻道(CNBC)的視頻播客上表示:“這對我來說是一個絕佳的契機,讓我得以深入洞察客戶的需求、了解銷售團隊的運作機制、思考如何優(yōu)化銷售團隊的架構(gòu)、營銷以及如何清晰地傳達我們?yōu)榭蛻魟?chuàng)造的價值?!?/p>

因此,亞馬遜云科技的員工以及科里·奎因(Corey Quinn)等人表示,對于許多大客戶而言,首席執(zhí)行官更替感覺像是無縫銜接??蛩诘淖稍児?DuckBill Group與亞馬遜云科技的大客戶合作,旨在幫助他們降低賬單。

加曼的從容不迫也可能是他認為沒有必要立即對公司進行大刀闊斧改革的原因之一。

最近,他對《財富》雜志的另一位記者表示:“在上任的最初幾個月里,我把很多時間都當成了學習和了解他人動機的機會,包括客戶和員工,并弄清楚我們?nèi)绾尾拍茏叩酶欤龅酶?。?/p>

在接受《財富》雜志采訪的12名亞馬遜云科技現(xiàn)任和前任員工和管理人員中,大多數(shù)人都認為,公司內(nèi)部幾乎沒有什么重大變化可以歸因于首席執(zhí)行官的變動。

這很可能是一種明智的策略。

DuckBill Group的奎因告訴《財富》雜志:“還記得亞馬遜云科技的大客戶是誰嗎?銀行、航空公司和民族國家。對于這些大型機構(gòu)而言,穩(wěn)定性是它們的核心訴求。在我看來,每當一家公司在像亞馬遜云科技這樣對其業(yè)務(wù)運營具有舉足輕重地位的關(guān)鍵領(lǐng)域進行首席執(zhí)行官更迭時,明智之舉是在新任領(lǐng)導(dǎo)上任的前6至12個月內(nèi)避免進行重大變革?!?/p>

Amazon Q面臨的挑戰(zhàn)

然而,亞馬遜云科技所處的環(huán)境正在發(fā)生變化,加曼已有條不紊地著手調(diào)整業(yè)務(wù)以適應(yīng)人工智能時代。

甚至在加曼出任首席執(zhí)行官之前,亞馬遜云科技就已將Amazon Bedrock服務(wù)定位為其云人工智能戰(zhàn)略的核心。這一極具亞馬遜特色的策略的要點是為人工智能基礎(chǔ)模型提供一站式服務(wù)——從 Anthropic 和 Meta 等公司到亞馬遜自身研發(fā)的大型語言模型——亞馬遜云科技客戶可以使用或訓(xùn)練這些模型,為自己的業(yè)務(wù)構(gòu)建專屬的生成式人工智能應(yīng)用程序。在本月早些時候舉行的拉斯維加斯會議上,亞馬遜宣布推出 Bedrock Marketplace,該平臺匯聚了總計100種大型語言模型,其中許多來自外部公司,用于特定的用例。

加曼認為,相較于那些“進行了數(shù)百次概念驗證……迅速在網(wǎng)站上部署聊天機器人”的公司,亞馬遜云科技在涉足生成式人工智能領(lǐng)域時更為深思熟慮。當其他公司在引擎蓋上畫上火焰圖案時,亞馬遜云科技則在本質(zhì)上宣告,我們正致力于向商業(yè)客戶提供他們所亟需的、可靠且實用的工具,以助力它們在人工智能領(lǐng)域前行。

亞馬遜云科技發(fā)言人希里·布拉特(Shiri Blatt)在會前告訴《財富》雜志,已有數(shù)萬家企業(yè)在使用 Bedrock服務(wù),其中包括法拉利(Ferrari)和納斯達克(Nasdaq)。

“這項業(yè)務(wù)已經(jīng)真正實現(xiàn)蓬勃發(fā)展,”加曼最近告訴記者,這與賈西早前的評論不謀而合。賈西曾表示,亞馬遜云科技的生成式人工智能業(yè)務(wù)每年會產(chǎn)生數(shù)十億美元收入。

事實上,亞馬遜云科技確實在Q中配備了自研的聊天機器人技術(shù),這是一款生成式人工智能助手,該公司正試圖將其出售給開發(fā)人員和其他不具備編程知識的商業(yè)人士。亞馬遜的幾位員工告訴《財富》雜志,該公司最近幾個月正更積極地推廣Q。

評論褒貶不一。

圖片來源:Pavlo Gonchar/SOPA Images/LightRocket–Getty Images

亞馬遜云科技的一位經(jīng)理透露,他所在團隊的開發(fā)人員很喜歡測試該工具的編碼功能,但它生成的結(jié)果“有時錯得離譜”,或“主要局限于重復(fù)”軟件產(chǎn)品文檔中的確切信息,而不添加更多內(nèi)容或細微差別。

另一位亞馬遜云科技經(jīng)理表示,眾所周知,Q生成的結(jié)果參考了并不存在的預(yù)編寫代碼庫。

這位經(jīng)理說:"這樣的結(jié)果根本無法使用?!?/p>

不過,據(jù)其中一名員工透露,在過去的一兩個月里,隨著公司使用更新版本的Claude(人工智能初創(chuàng)公司Anthropic創(chuàng)建的基礎(chǔ)模型)對Q進行訓(xùn)練,它的準確性和實用性似乎有所提高。Anthropic與亞馬遜有著密切的合作關(guān)系,目前亞馬遜已向該公司投資80億美元。

加曼的老板、亞馬遜首席執(zhí)行官安迪·賈西(Andy Jassy)還在Re:Invent大會上介紹了亞馬遜打造的名為Nova的新人工智能基礎(chǔ)模型系列,這些模型在早期獲得了積極評價。

著名的人工智能研究員西蒙·威利森(Simon Willison)隨后表示:"通過這次發(fā)布,我認為亞馬遜可能已經(jīng)在頂級模型提供商中贏得了一席之地?!?/p>

在一些人看來,加曼對 Q 以及所有生成式人工智能的關(guān)注極具意義。普波說:“我認為他想把更多的注意力放在這上面,因為當前確實存在一些問題。而真正的挑戰(zhàn)在于如何銷售 Q?!逼詹ㄊ乔皝嗰R遜云科技經(jīng)理,曾擔任哥倫比亞大學醫(yī)療中心首席信息官。

亞馬遜云科技發(fā)言人布拉特表示,Q 是對客戶需求,即那些尋求以亞馬遜云科技為核心的智能助手服務(wù)的積極響應(yīng),公司正致力于對其進行升級。她還指出,亞馬遜早些時候的一份聲明稱,專為軟件開發(fā)人員設(shè)計的Amazon Q版本在一個 Java 相關(guān)項目中完成的工作估計相當于 4500 年的工作量,從而提高了性能,節(jié)省了 2.6 億美元。她補充說,Amazon Q 在軟件開發(fā)助手排行榜上名列前茅,在正確性和實用性方面的表現(xiàn)也優(yōu)于其他助手。

在向人工智能轉(zhuǎn)型的過程中,加曼的背景和技能是否適合擔任首席執(zhí)行官,接受《財富》雜志采訪的現(xiàn)任和前任員工意見不一。但是,無論好壞,亞馬遜云科技的人工智能戰(zhàn)略可能不僅僅是他一個人的責任。畢竟,賈西在拉斯維加斯的活動上展示了Nova模型,而貝佐斯最近透露,作為亞馬遜執(zhí)行董事長,他仍有大約 95% 的時間專注于公司的人工智能工作。

歡迎來到聚光燈下

除了人工智能的地面戰(zhàn)爭之外,加曼領(lǐng)導(dǎo)下的亞馬遜云科技還做出了一些令客戶驚訝的舉動,即停止了一系列使用頻率較低的服務(wù),加曼將此形容為“進行了一次小幅度的清理”。這一舉措本身并無不妥——有些人甚至稱贊此舉是為了更好地集中內(nèi)部優(yōu)先事項和投資而進行的必要縮減——但對一些客戶而言,持續(xù)不斷的服務(wù)棄用可能會帶來不確定性。在加曼就任首席執(zhí)行官以來的短短半年時間里,亞馬遜云科技已宣布至少30項服務(wù)被棄用或停止接納新客戶。

奎因說:“這些服務(wù)不受歡迎,需求量也不大。然而,他們實際上還關(guān)閉了其他一些服務(wù),這讓人們開始思考,‘也許他們會取消一些我確實在使用的服務(wù)?!?/p>

此外,加曼還助力塑造亞馬遜云科技文化,但如今他也正試圖修復(fù)這種文化。當亞馬遜首席執(zhí)行官安迪·賈西在 9 月宣布備受爭議的每周五天重返辦公室辦公的規(guī)定時,他對近年來中層管理層冗余所帶來的官僚主義表示遺憾,其中包括“為決策會議而召開的會前會議”等組織缺陷。

亞馬遜首席執(zhí)行官安迪·賈西? 圖片來源:Noah Berger—Getty Images for Amazon Web Services

加曼在最近的一次采訪中說:“在一個等級森嚴的企業(yè)中,當員工感覺自己缺乏決定權(quán)時,就會放慢速度。對我們而言,速度至關(guān)重要?!?/p>

事實上,正是這種困境把一些亞馬遜云科技員工逼走了。

“我無法理解,為何在要求我們遵循亞馬遜領(lǐng)導(dǎo)原則,如‘發(fā)明與簡化’的同時,我卻需要獲得15種不同的批準才能推進任何事情?!?/p>

今年 5 月離職的前亞馬遜云科技高級安全顧問西科羅內(nèi)在接受《財富》采訪時表示。

西科羅內(nèi)是亞馬遜云科技內(nèi)部公認的優(yōu)秀員工,今年早些時候,作為新員工表彰計劃的一部分,她被亞馬遜云科技領(lǐng)導(dǎo)層評選為全球120名杰出員工之一,授予了“傳奇獎”。還有幾個月就要成為首席執(zhí)行官的加曼主持了這次慶?;顒?。但西科羅內(nèi)說,她在日常工作中經(jīng)歷了令人窒息的官僚主義(她表示這在一定程度上引發(fā)了人才流失),這讓她深感沮喪。因此,在獲得表彰后不久,她便于今年春天做出了離職的決定。

亞馬遜應(yīng)對官僚主義蔓延的措施之一是將全公司管理人員與個人貢獻者的比例下調(diào)15%。另一項措施是將于1月生效的新全職員工辦公要求,高管們認為,這將有助于新員工更快地吸收亞馬遜獨特的發(fā)明和決策文化。

雖然重返辦公室辦公的決定是由賈西宣布的,但加曼在內(nèi)部和公開場合都直言不諱地為其辯護。在 10 月的一次全體員工大會上,這位亞馬遜云科技負責人告訴員工,如果他們無法接受這項規(guī)定,可以另謀高就。

加曼表示:“如果有些人在這種工作環(huán)境下表現(xiàn)不佳,或者心生退意,那也沒關(guān)系,畢竟周圍還有其他公司可以選擇?!?/p>

盡管加曼表示自己的言論并無“惡意”,但他的措辭和表達方式還是激怒了一些員工,他們認為加曼對這項規(guī)定可能給部分員工生活帶來的重大沖擊顯得漠不關(guān)心。

一位長期在亞馬遜云科技任職的經(jīng)理告訴《財富》雜志:“我們原本期待他能以更為明智的方式,更妥善地在內(nèi)部傳達這一信息?!彼硎荆麄儗π鹿ぷ靼才疟旧聿o異議,但對加曼的表達方式感到失望?!八奶幚矸绞斤@得過于輕率和生硬?!?/p>

然而,多位接受《財富》雜志采訪的消息人士均用“直率”和“直言不諱”來形容加曼。他們表示,加曼是那種更傾向于為新交易或新產(chǎn)品集思廣益的高管,而非將時間耗費在閑聊或為長期以來既有的工作安排進行辯解上。

亞馬遜云科技計費顧問奎因表示,他親身經(jīng)歷過這種情況??蛟趤嗰R遜云科技生態(tài)系統(tǒng)中算是個名人,他在一定程度上因在亞馬遜云科技活動上與與會者進行幽默自拍而聞名。但是,盡管他表示過去有數(shù)位前亞馬遜云科技高管同意與他自拍,但加曼是唯一一個拒絕他的人。對此,奎因表現(xiàn)得十分坦然。

“他很直接,我很欣賞這一點,”奎因說。

亞馬遜云科技發(fā)言人表示,加曼的“直截了當”被視為一種積極的領(lǐng)導(dǎo)特質(zhì),與該公司著名的領(lǐng)導(dǎo)原則相一致。(亞馬遜的“贏得信任”原則推崇那些“直言不諱”的人。)

另一個跡象表明,加曼可能仍在適應(yīng)首席執(zhí)行官這一角色所帶來的新聚光燈?最近,當《財富》雜志的另一位記者問他這份工作中最讓他感到驚訝的部分是什么時,他打趣道:“我還需要接受多少次采訪?!?/p>

當被同一名記者追問他在早期實施的最艱難的變革是什么時,加曼再次說道:“除了不得不接受更多的采訪之外?”

亞馬遜發(fā)言人布拉特表示,加曼的上述言論純屬玩笑性質(zhì),反映了采訪其他部分的整體基調(diào)是輕松友好的。她指出,加曼還提到他很享受與媒體的互動,并且深知溝通對于首席執(zhí)行官這一職位的重要性。

DuckBill 的奎因說:“他一直極為重視結(jié)果和成效,但擔任首席執(zhí)行官意味著,如果你想在這個職位上取得成功,你就不能再沿用以往的做法了。他承受著巨大的審視壓力?!?/p>

特朗普帶來的巨大未知數(shù)

加曼是否會面臨好斗的特朗普政府的額外審查,這是另一個重大未知數(shù)。亞馬遜創(chuàng)始人兼執(zhí)行董事長杰夫·貝佐斯在特朗普的第一任期內(nèi)盡力平息了與特朗普之間的動蕩關(guān)系。

據(jù)報道,《華盛頓郵報》的老板在大選前幾周取消了該報對卡瑪拉·哈里斯(Kamala Harris)的支持(亞馬遜的前長期發(fā)言人稱此舉“懦弱”)。然后,在特朗普再次當選后,貝佐斯一反常態(tài)地發(fā)推對他表示祝賀,慶祝其“非凡的政治復(fù)出”。

貝佐斯在12月初舉行的DealBook峰會上談到特朗普即將到來的任期時說:"這次我其實感到非常樂觀?!?/p>

貝佐斯補充道:“他似乎在減少監(jiān)管方面投入了大量的精力。我的立場是,如果我能為此出一份力,我會盡力協(xié)助他?!?/p>

亞馬遜創(chuàng)始人杰夫·貝佐斯周三在《紐約時報》DealBook峰會上發(fā)言。圖片來源:Eugene Gologursky—Getty Images

亞馬遜隨后宣布向特朗普的就職基金捐贈100萬美元,Meta和OpenAI的山姆·奧特曼(Sam Altman)也宣布了捐贈事宜。在貝佐斯出席DealBook峰會后不久,這位亞馬遜創(chuàng)始人被目擊與特朗普在海湖莊園共進晚餐。亞馬遜的布拉特表示,亞馬遜云科技官員已與五屆政府的政策制定者和監(jiān)管機構(gòu)建立了合作關(guān)系,該公司期待與即將上任的特朗普政府、政策制定者、州和聯(lián)邦官員合作,共同營造一個“能夠讓我們持續(xù)代表客戶進行創(chuàng)新”的環(huán)境。

誠然,如同許多富有的商業(yè)領(lǐng)袖一樣,貝佐斯也可能真心實意地向特朗普示好。但另一種可能性是,貝佐斯已經(jīng)做出決定,他至少需要努力與這位難以捉摸的領(lǐng)導(dǎo)人建立良好關(guān)系,以此來維護自己的眾多商業(yè)利益,畢竟亞馬遜云科技仍是一個日益重要的平臺。

自亞馬遜云科技創(chuàng)立之初,加曼便助力貝佐斯商業(yè)帝國打造了這個實力雄厚且有利可圖的支柱,他在幕后通過嚴謹和高效使亞馬遜云科技在云計算服務(wù)領(lǐng)域獨占鰲頭。如今,輪到他在聚光燈下大顯身手了。(財富中文網(wǎng))

譯者:中慧言-王芳

近二十年前,馬特·加曼以實習生身份加入亞馬遜云科技。但他本月早些時候出席這家云計算巨頭在拉斯維加斯舉行的年度大會,則在某種程度上標志著他的首次亮相。

六個月前,加曼被任命為亞馬遜云科技首席執(zhí)行官,負責管理亞馬遜價值1000億美元的云業(yè)務(wù)。亞馬遜云科技龐大的數(shù)據(jù)中心為網(wǎng)飛(Netflix)、蘋果(Apple)和優(yōu)步(Uber)等全球最受歡迎的服務(wù)提供支持。在亞馬遜云科技Re:invent活動上,許多客戶出席,而加曼穿著運動牛仔褲,搭配挽起袖子的紐扣襯衫,自信地主持了一場長達三個小時的主題演講。期間,他的副手、合作伙伴,乃至老板都輪番登場。

在外人看來,加曼所展現(xiàn)出的這份自信與風度,與理想的工作交接完美契合。他接管了亞馬遜最為盈利的業(yè)務(wù)板塊,該業(yè)務(wù)今年前九個月的營業(yè)利潤占這家互聯(lián)網(wǎng)巨頭 470 億美元總營業(yè)利潤的 60%以上,擁有令人羨慕的市場份額,并憑借長期合同鎖定了眾多藍籌股客戶。作為一名經(jīng)驗豐富的亞馬遜云科技掌舵人,加曼的使命是延續(xù)這份輝煌成就——他在最近的一次采訪中承認了這一點,他告訴記者:“我并無大規(guī)模改變現(xiàn)狀的意愿?!?/p>

然而,隨著加曼任期的開始,一系列事件接踵而至,可能會迫使他采取比先前宣稱的更為激烈的行動。

人工智能的蓬勃發(fā)展正驅(qū)使各行各業(yè)的公司全面革新其技術(shù)戰(zhàn)略,并重新評估它們需要從云計算提供商那里獲得的各種服務(wù)。這一重大轉(zhuǎn)變有可能為企業(yè)開支帶來意外收益,但也可能會顛覆長久以來由亞馬遜云科技主導(dǎo)的云計算市場的力量平衡。加曼及其團隊在拉斯維加斯的演講中著重介紹了人工智能,但亞馬遜在云計算領(lǐng)域的主要競爭對手微軟(Microsoft)和谷歌(Google)也在積極搶占生成式人工智能的先機。此外,人工智能芯片巨頭英偉達(Nvidia)最近透露,它正在構(gòu)建自己的云服務(wù),此舉或?qū)⑻魬?zhàn)亞馬遜云科技的核心優(yōu)勢。

今年春季離職的前亞馬遜云科技高級安全顧問凱特·西科羅內(nèi)(Cate Ciccolone)在大會召開前一個月告訴《財富》雜志:“如果亞馬遜或亞馬遜云科技未能加速在人工智能領(lǐng)域的創(chuàng)新步伐,那么它們就有可能落后于市場。對于很多業(yè)內(nèi)人士來說,當他們想到人工智能時,亞馬遜云科技不會是他們首選、次選乃至第三選擇的對象。鑒于它們需要覆蓋眾多領(lǐng)域,我認為這正是其在內(nèi)部備受關(guān)注的部分原因?!?/p>

加曼還發(fā)現(xiàn)自己正在走鋼絲,既要重振因多年過度招聘和中層管理人員冗余而變得官僚化的內(nèi)部文化,又要贏得那些對強制要求每周五天重返辦公室辦公的規(guī)定感到失望的優(yōu)秀員工的支持。

還有特朗普因素。有些人可能還記得,這位前總統(tǒng),亦是即將再度入主白宮之人,一直對亞馬遜創(chuàng)始人兼執(zhí)行董事長杰夫·貝佐斯(Jeff Bezos)抱有不滿,部分原因在于他認為貝佐斯旗下的《華盛頓郵報》的報道存在偏頗。在上一屆特朗普政府執(zhí)政期間,亞馬遜在法庭上成功辯稱,前總統(tǒng)對貝佐斯的個人敵意直接導(dǎo)致亞馬遜云科技失去了一份價值100億美元的政府合同。沒有人能預(yù)測他的新一屆政府將帶來何種紛爭與爭議。

加曼如何引領(lǐng)這家亞馬遜旗下最具盈利能力的公司度過這個機遇與挑戰(zhàn)并存的關(guān)鍵時期,將對書寫后貝佐斯時代這家科技巨頭的新篇章大有助益。鑒于亞馬遜云科技對亞馬遜利潤和整體人工智能戰(zhàn)略的重要性,這位新任首席執(zhí)行官將受到投資者的密切關(guān)注,他們希望確保這位穩(wěn)健的掌門人在必要時能引領(lǐng)變革?!敦敻弧冯s志采訪了12位亞馬遜云科技在職員工及近期離職員工,首次近距離了解了這位云計算巨頭的領(lǐng)導(dǎo)者、在其上任初期數(shù)個月的表現(xiàn),以及他的管理風格對公司的意義。

精準的謊言識別器

現(xiàn)年 48 歲的加曼在亞利桑那州斯科茨代爾長大,他的家庭中“不乏夸夸其談之人,他們熱衷于表達自己的觀點,并希望自己的聲音能被他人聽見?!?/p>

他認為,自己“能夠洞察他人的言外之意,了解真相”的能力,至少在某種程度上要歸功于這種家庭氛圍。他說:"我認為這是我能在團隊合作中能夠發(fā)揮作用的地方?!?/p>

一位曾在亞馬遜云科技擔任領(lǐng)導(dǎo)職務(wù)的人士用另一種方式向《財富》雜志闡釋了這一點:“他擁有一臺精準的謊言識別器。”

“我猜這就是安迪(賈西)對他頗為賞識的原因吧,”這位曾在亞馬遜云科技擔任領(lǐng)導(dǎo)職務(wù)的人說。

盡管加曼從小就是菲尼克斯太陽隊(Phoenix Suns)的球迷,而且在大學和商學院期間,他常常將閑暇時光投入籃球運動之中,但顯而易見,他并非一名典型的運動員。他昔日的一位同窗向《財富》雜志透露:“他確實常在校內(nèi)打籃球,但也很嚴肅,很書呆子氣?!?/p>

Greylock Partners的風險投資家喬什·麥克法蘭(Josh McFarland)在斯坦福大學結(jié)識了加曼,并與他一起在一家互聯(lián)網(wǎng)初創(chuàng)公司短暫工作過一段時間。麥克法蘭形容他的老朋友“沉穩(wěn)持重”、“泰然自若”,是一個“行事極為中規(guī)中矩的人”。

從斯坦福大學畢業(yè)后,正值互聯(lián)網(wǎng)繁榮期,麥克法蘭成功說服加曼,讓他住進了加曼與其他朋友在紅木城合租的牧場內(nèi)一間面積僅為7*12英尺(約2.1*3.7米)的狹小洗衣房。麥克法蘭開著一輛引擎蓋上繪有火焰圖案的SUV,另一位室友擁有一輛全新的本田跑車,而加曼卻選擇了一輛二手轎車。

“他對此非常滿意,”麥克法蘭說。

(加曼的著裝也不張揚。麥克法蘭說,他最近嘲笑加曼在臺上接受采訪時穿的運動鞋,所以他特意為他定制了以亞馬遜云科技為設(shè)計靈感的耐克空軍一號鞋。)

在斯坦福大學就讀大一期間,加曼邂逅了他未來的妻子香蒂(Shanti),并在那里完成了工業(yè)工程的本科和研究生學業(yè)。在接下來的五年里,他在數(shù)家初創(chuàng)公司擔任產(chǎn)品管理職務(wù),之后進入西北大學(Northwestern University)凱洛格管理學院攻讀工商管理碩士學位。

2005 年夏天,在凱洛格管理學院完成了一年學業(yè)后,加曼以實習生身份加入了后來的亞馬遜云科技,當時這家公司還未正式上市。

麥克法蘭說:"當他開始在亞馬遜工作時,我記得當時在想:'哦,這太合乎情理了;馬特·加曼就是亞馬遜精神的化身——埋頭苦干,兢兢業(yè)業(yè),全力以赴,不懈奮斗。"

2006年畢業(yè)后,也就是亞馬遜云科技正式成立的那一年,加曼接受了該部門的全職工作邀請,成為該部門首位產(chǎn)品經(jīng)理,當時該公司僅聘用了三名銷售人員。

加曼說:“我們完成了所有工作。作為產(chǎn)品經(jīng)理,我負責撰寫產(chǎn)品詳情頁,制定定價計劃,召開產(chǎn)品命名會議——完成任何需要完成的工作?!?/p>

從那以后,他在這家公司工作了將近20年,這表明他覺得自己與這家企業(yè)高度契合。

去年離職的亞馬遜云科技網(wǎng)絡(luò)安全經(jīng)理埃里克·普波(Erik Pupo)說:"他身上流淌著公司文化的血液?!?/p>

然而,一些曾與他共事的人告訴《財富》雜志,他職業(yè)生涯的絕大部分時間都在亞馬遜云科技度過,這讓他在公司內(nèi)部建立了深厚的自信,有時甚至會讓人覺得他傲慢。相反,另一些人則認為他的舉止用“拘謹緊張”來形容再合適不過了。無論如何,多名消息人士稱,加曼在亞馬遜云科技之前擔任的職務(wù)激發(fā)了他所領(lǐng)導(dǎo)團隊的強烈忠誠感。

走上首席執(zhí)行官的曲折道路

在亞馬遜云科技穩(wěn)步晉升的過程中,加曼遭遇的唯一一次重大挫折發(fā)生在2021年,當時賈西接替貝佐斯出任首席執(zhí)行官,云計算部門的最高職位出現(xiàn)空缺。許多業(yè)內(nèi)人士預(yù)計,剛履新一年、負責亞馬遜云科技銷售和營銷部門的加曼將會獲得這一職位。但亞馬遜卻選擇了前亞馬遜云科技員工亞當·塞利普斯基(Adam Selipsky)。這一舉措之所以讓人感到意外,是因為塞利普斯基已經(jīng)離開該公司五年有余,在此期間,他擔任軟件公司Tableau的首席執(zhí)行官,而加曼則在亞馬遜云科技內(nèi)部不斷承擔更多的責任,而且從未離開過,他曾領(lǐng)導(dǎo)過大型技術(shù)團隊,后來又領(lǐng)導(dǎo)過銷售和營銷部門。

但是,即便加曼對自己的失利有所不甘,他也并未表現(xiàn)出來。相反,這次變故為他贏得了額外的三年時光,讓他能夠繼續(xù)管理銷售和營銷部門,而他早在一年前就開始負責銷售和營銷部門了。

今年早些時候,加曼在美國全國廣播公司財經(jīng)頻道(CNBC)的視頻播客上表示:“這對我來說是一個絕佳的契機,讓我得以深入洞察客戶的需求、了解銷售團隊的運作機制、思考如何優(yōu)化銷售團隊的架構(gòu)、營銷以及如何清晰地傳達我們?yōu)榭蛻魟?chuàng)造的價值?!?/p>

因此,亞馬遜云科技的員工以及科里·奎因(Corey Quinn)等人表示,對于許多大客戶而言,首席執(zhí)行官更替感覺像是無縫銜接??蛩诘淖稍児?DuckBill Group與亞馬遜云科技的大客戶合作,旨在幫助他們降低賬單。

加曼的從容不迫也可能是他認為沒有必要立即對公司進行大刀闊斧改革的原因之一。

最近,他對《財富》雜志的另一位記者表示:“在上任的最初幾個月里,我把很多時間都當成了學習和了解他人動機的機會,包括客戶和員工,并弄清楚我們?nèi)绾尾拍茏叩酶?,做得更多?!?/p>

在接受《財富》雜志采訪的12名亞馬遜云科技現(xiàn)任和前任員工和管理人員中,大多數(shù)人都認為,公司內(nèi)部幾乎沒有什么重大變化可以歸因于首席執(zhí)行官的變動。

這很可能是一種明智的策略。

DuckBill Group的奎因告訴《財富》雜志:“還記得亞馬遜云科技的大客戶是誰嗎?銀行、航空公司和民族國家。對于這些大型機構(gòu)而言,穩(wěn)定性是它們的核心訴求。在我看來,每當一家公司在像亞馬遜云科技這樣對其業(yè)務(wù)運營具有舉足輕重地位的關(guān)鍵領(lǐng)域進行首席執(zhí)行官更迭時,明智之舉是在新任領(lǐng)導(dǎo)上任的前6至12個月內(nèi)避免進行重大變革?!?/p>

Amazon Q面臨的挑戰(zhàn)

然而,亞馬遜云科技所處的環(huán)境正在發(fā)生變化,加曼已有條不紊地著手調(diào)整業(yè)務(wù)以適應(yīng)人工智能時代。

甚至在加曼出任首席執(zhí)行官之前,亞馬遜云科技就已將Amazon Bedrock服務(wù)定位為其云人工智能戰(zhàn)略的核心。這一極具亞馬遜特色的策略的要點是為人工智能基礎(chǔ)模型提供一站式服務(wù)——從 Anthropic 和 Meta 等公司到亞馬遜自身研發(fā)的大型語言模型——亞馬遜云科技客戶可以使用或訓(xùn)練這些模型,為自己的業(yè)務(wù)構(gòu)建專屬的生成式人工智能應(yīng)用程序。在本月早些時候舉行的拉斯維加斯會議上,亞馬遜宣布推出 Bedrock Marketplace,該平臺匯聚了總計100種大型語言模型,其中許多來自外部公司,用于特定的用例。

加曼認為,相較于那些“進行了數(shù)百次概念驗證……迅速在網(wǎng)站上部署聊天機器人”的公司,亞馬遜云科技在涉足生成式人工智能領(lǐng)域時更為深思熟慮。當其他公司在引擎蓋上畫上火焰圖案時,亞馬遜云科技則在本質(zhì)上宣告,我們正致力于向商業(yè)客戶提供他們所亟需的、可靠且實用的工具,以助力它們在人工智能領(lǐng)域前行。

亞馬遜云科技發(fā)言人希里·布拉特(Shiri Blatt)在會前告訴《財富》雜志,已有數(shù)萬家企業(yè)在使用 Bedrock服務(wù),其中包括法拉利(Ferrari)和納斯達克(Nasdaq)。

“這項業(yè)務(wù)已經(jīng)真正實現(xiàn)蓬勃發(fā)展,”加曼最近告訴記者,這與賈西早前的評論不謀而合。賈西曾表示,亞馬遜云科技的生成式人工智能業(yè)務(wù)每年會產(chǎn)生數(shù)十億美元收入。

事實上,亞馬遜云科技確實在Q中配備了自研的聊天機器人技術(shù),這是一款生成式人工智能助手,該公司正試圖將其出售給開發(fā)人員和其他不具備編程知識的商業(yè)人士。亞馬遜的幾位員工告訴《財富》雜志,該公司最近幾個月正更積極地推廣Q。

評論褒貶不一。

亞馬遜云科技的一位經(jīng)理透露,他所在團隊的開發(fā)人員很喜歡測試該工具的編碼功能,但它生成的結(jié)果“有時錯得離譜”,或“主要局限于重復(fù)”軟件產(chǎn)品文檔中的確切信息,而不添加更多內(nèi)容或細微差別。

另一位亞馬遜云科技經(jīng)理表示,眾所周知,Q生成的結(jié)果參考了并不存在的預(yù)編寫代碼庫。

這位經(jīng)理說:"這樣的結(jié)果根本無法使用?!?/p>

不過,據(jù)其中一名員工透露,在過去的一兩個月里,隨著公司使用更新版本的Claude(人工智能初創(chuàng)公司Anthropic創(chuàng)建的基礎(chǔ)模型)對Q進行訓(xùn)練,它的準確性和實用性似乎有所提高。Anthropic與亞馬遜有著密切的合作關(guān)系,目前亞馬遜已向該公司投資80億美元。

加曼的老板、亞馬遜首席執(zhí)行官安迪·賈西(Andy Jassy)還在Re:Invent大會上介紹了亞馬遜打造的名為Nova的新人工智能基礎(chǔ)模型系列,這些模型在早期獲得了積極評價。

著名的人工智能研究員西蒙·威利森(Simon Willison)隨后表示:"通過這次發(fā)布,我認為亞馬遜可能已經(jīng)在頂級模型提供商中贏得了一席之地。”

在一些人看來,加曼對 Q 以及所有生成式人工智能的關(guān)注極具意義。普波說:“我認為他想把更多的注意力放在這上面,因為當前確實存在一些問題。而真正的挑戰(zhàn)在于如何銷售 Q?!逼詹ㄊ乔皝嗰R遜云科技經(jīng)理,曾擔任哥倫比亞大學醫(yī)療中心首席信息官。

亞馬遜云科技發(fā)言人布拉特表示,Q 是對客戶需求,即那些尋求以亞馬遜云科技為核心的智能助手服務(wù)的積極響應(yīng),公司正致力于對其進行升級。她還指出,亞馬遜早些時候的一份聲明稱,專為軟件開發(fā)人員設(shè)計的Amazon Q版本在一個 Java 相關(guān)項目中完成的工作估計相當于 4500 年的工作量,從而提高了性能,節(jié)省了 2.6 億美元。她補充說,Amazon Q 在軟件開發(fā)助手排行榜上名列前茅,在正確性和實用性方面的表現(xiàn)也優(yōu)于其他助手。

在向人工智能轉(zhuǎn)型的過程中,加曼的背景和技能是否適合擔任首席執(zhí)行官,接受《財富》雜志采訪的現(xiàn)任和前任員工意見不一。但是,無論好壞,亞馬遜云科技的人工智能戰(zhàn)略可能不僅僅是他一個人的責任。畢竟,賈西在拉斯維加斯的活動上展示了Nova模型,而貝佐斯最近透露,作為亞馬遜執(zhí)行董事長,他仍有大約 95% 的時間專注于公司的人工智能工作。

歡迎來到聚光燈下

除了人工智能的地面戰(zhàn)爭之外,加曼領(lǐng)導(dǎo)下的亞馬遜云科技還做出了一些令客戶驚訝的舉動,即停止了一系列使用頻率較低的服務(wù),加曼將此形容為“進行了一次小幅度的清理”。這一舉措本身并無不妥——有些人甚至稱贊此舉是為了更好地集中內(nèi)部優(yōu)先事項和投資而進行的必要縮減——但對一些客戶而言,持續(xù)不斷的服務(wù)棄用可能會帶來不確定性。在加曼就任首席執(zhí)行官以來的短短半年時間里,亞馬遜云科技已宣布至少30項服務(wù)被棄用或停止接納新客戶。

奎因說:“這些服務(wù)不受歡迎,需求量也不大。然而,他們實際上還關(guān)閉了其他一些服務(wù),這讓人們開始思考,‘也許他們會取消一些我確實在使用的服務(wù)?!?/p>

此外,加曼還助力塑造亞馬遜云科技文化,但如今他也正試圖修復(fù)這種文化。當亞馬遜首席執(zhí)行官安迪·賈西在 9 月宣布備受爭議的每周五天重返辦公室辦公的規(guī)定時,他對近年來中層管理層冗余所帶來的官僚主義表示遺憾,其中包括“為決策會議而召開的會前會議”等組織缺陷。

加曼在最近的一次采訪中說:“在一個等級森嚴的企業(yè)中,當員工感覺自己缺乏決定權(quán)時,就會放慢速度。對我們而言,速度至關(guān)重要?!?/p>

事實上,正是這種困境把一些亞馬遜云科技員工逼走了。

“我無法理解,為何在要求我們遵循亞馬遜領(lǐng)導(dǎo)原則,如‘發(fā)明與簡化’的同時,我卻需要獲得15種不同的批準才能推進任何事情?!?/p>

今年 5 月離職的前亞馬遜云科技高級安全顧問西科羅內(nèi)在接受《財富》采訪時表示。

西科羅內(nèi)是亞馬遜云科技內(nèi)部公認的優(yōu)秀員工,今年早些時候,作為新員工表彰計劃的一部分,她被亞馬遜云科技領(lǐng)導(dǎo)層評選為全球120名杰出員工之一,授予了“傳奇獎”。還有幾個月就要成為首席執(zhí)行官的加曼主持了這次慶祝活動。但西科羅內(nèi)說,她在日常工作中經(jīng)歷了令人窒息的官僚主義(她表示這在一定程度上引發(fā)了人才流失),這讓她深感沮喪。因此,在獲得表彰后不久,她便于今年春天做出了離職的決定。

亞馬遜應(yīng)對官僚主義蔓延的措施之一是將全公司管理人員與個人貢獻者的比例下調(diào)15%。另一項措施是將于1月生效的新全職員工辦公要求,高管們認為,這將有助于新員工更快地吸收亞馬遜獨特的發(fā)明和決策文化。

雖然重返辦公室辦公的決定是由賈西宣布的,但加曼在內(nèi)部和公開場合都直言不諱地為其辯護。在 10 月的一次全體員工大會上,這位亞馬遜云科技負責人告訴員工,如果他們無法接受這項規(guī)定,可以另謀高就。

加曼表示:“如果有些人在這種工作環(huán)境下表現(xiàn)不佳,或者心生退意,那也沒關(guān)系,畢竟周圍還有其他公司可以選擇?!?/p>

盡管加曼表示自己的言論并無“惡意”,但他的措辭和表達方式還是激怒了一些員工,他們認為加曼對這項規(guī)定可能給部分員工生活帶來的重大沖擊顯得漠不關(guān)心。

一位長期在亞馬遜云科技任職的經(jīng)理告訴《財富》雜志:“我們原本期待他能以更為明智的方式,更妥善地在內(nèi)部傳達這一信息?!彼硎?,他們對新工作安排本身并無異議,但對加曼的表達方式感到失望。“他的處理方式顯得過于輕率和生硬?!?/p>

然而,多位接受《財富》雜志采訪的消息人士均用“直率”和“直言不諱”來形容加曼。他們表示,加曼是那種更傾向于為新交易或新產(chǎn)品集思廣益的高管,而非將時間耗費在閑聊或為長期以來既有的工作安排進行辯解上。

亞馬遜云科技計費顧問奎因表示,他親身經(jīng)歷過這種情況。奎因在亞馬遜云科技生態(tài)系統(tǒng)中算是個名人,他在一定程度上因在亞馬遜云科技活動上與與會者進行幽默自拍而聞名。但是,盡管他表示過去有數(shù)位前亞馬遜云科技高管同意與他自拍,但加曼是唯一一個拒絕他的人。對此,奎因表現(xiàn)得十分坦然。

“他很直接,我很欣賞這一點,”奎因說。

亞馬遜云科技發(fā)言人表示,加曼的“直截了當”被視為一種積極的領(lǐng)導(dǎo)特質(zhì),與該公司著名的領(lǐng)導(dǎo)原則相一致。(亞馬遜的“贏得信任”原則推崇那些“直言不諱”的人。)

另一個跡象表明,加曼可能仍在適應(yīng)首席執(zhí)行官這一角色所帶來的新聚光燈?最近,當《財富》雜志的另一位記者問他這份工作中最讓他感到驚訝的部分是什么時,他打趣道:“我還需要接受多少次采訪。”

當被同一名記者追問他在早期實施的最艱難的變革是什么時,加曼再次說道:“除了不得不接受更多的采訪之外?”

亞馬遜發(fā)言人布拉特表示,加曼的上述言論純屬玩笑性質(zhì),反映了采訪其他部分的整體基調(diào)是輕松友好的。她指出,加曼還提到他很享受與媒體的互動,并且深知溝通對于首席執(zhí)行官這一職位的重要性。

DuckBill 的奎因說:“他一直極為重視結(jié)果和成效,但擔任首席執(zhí)行官意味著,如果你想在這個職位上取得成功,你就不能再沿用以往的做法了。他承受著巨大的審視壓力?!?/p>

特朗普帶來的巨大未知數(shù)

加曼是否會面臨好斗的特朗普政府的額外審查,這是另一個重大未知數(shù)。亞馬遜創(chuàng)始人兼執(zhí)行董事長杰夫·貝佐斯在特朗普的第一任期內(nèi)盡力平息了與特朗普之間的動蕩關(guān)系。

據(jù)報道,《華盛頓郵報》的老板在大選前幾周取消了該報對卡瑪拉·哈里斯(Kamala Harris)的支持(亞馬遜的前長期發(fā)言人稱此舉“懦弱”)。然后,在特朗普再次當選后,貝佐斯一反常態(tài)地發(fā)推對他表示祝賀,慶祝其“非凡的政治復(fù)出”。

貝佐斯在12月初舉行的DealBook峰會上談到特朗普即將到來的任期時說:"這次我其實感到非常樂觀?!?/p>

貝佐斯補充道:“他似乎在減少監(jiān)管方面投入了大量的精力。我的立場是,如果我能為此出一份力,我會盡力協(xié)助他?!?/p>

亞馬遜隨后宣布向特朗普的就職基金捐贈100萬美元,Meta和OpenAI的山姆·奧特曼(Sam Altman)也宣布了捐贈事宜。在貝佐斯出席DealBook峰會后不久,這位亞馬遜創(chuàng)始人被目擊與特朗普在海湖莊園共進晚餐。亞馬遜的布拉特表示,亞馬遜云科技官員已與五屆政府的政策制定者和監(jiān)管機構(gòu)建立了合作關(guān)系,該公司期待與即將上任的特朗普政府、政策制定者、州和聯(lián)邦官員合作,共同營造一個“能夠讓我們持續(xù)代表客戶進行創(chuàng)新”的環(huán)境。

誠然,如同許多富有的商業(yè)領(lǐng)袖一樣,貝佐斯也可能真心實意地向特朗普示好。但另一種可能性是,貝佐斯已經(jīng)做出決定,他至少需要努力與這位難以捉摸的領(lǐng)導(dǎo)人建立良好關(guān)系,以此來維護自己的眾多商業(yè)利益,畢竟亞馬遜云科技仍是一個日益重要的平臺。

自亞馬遜云科技創(chuàng)立之初,加曼便助力貝佐斯商業(yè)帝國打造了這個實力雄厚且有利可圖的支柱,他在幕后通過嚴謹和高效使亞馬遜云科技在云計算服務(wù)領(lǐng)域獨占鰲頭。如今,輪到他在聚光燈下大顯身手了。(財富中文網(wǎng))

譯者:中慧言-王芳

Matt Garman joined Amazon Web Services as an intern nearly two decades ago. But his appearance earlier this month at the cloud computing giant’s annual conference in Las Vegas marked something of a debut.

Garman was appointed CEO of AWS six months ago, overseeing Amazon’s $100 billion cloud business. AWS’s sprawling collection of data centers powers some of the world’s most popular services, such as Netflix, Apple, and Uber. Many of those customers were in the audience at the AWS Re:invent event as Garman, sporting jeans and a button-down shirt with sleeves rolled up, confidently presided over a three-hour keynote presentation alongside a rotating cast of his lieutenants, partners, and, even, his boss.

The air of confidence and poise is in keeping with what, from the outside, might look like the dream job handover. Garman inherited Amazon’s most profitable business, accounting for more than 60% of the internet giant’s $47 billion in operating profit over the first nine months of the year, with an enviable market share and blue chip customers locked into lengthy contracts. As an experienced hand on the AWS wheel, Garman’s mission revolves around keeping a good thing going — something he acknowledged in a recent interview when he told the reporter “there’s not a desire to massively change anything.”

And yet, as Garman’s tenure gets underway, a confluence of events are coming together that might force him to take more drastic actions than he’s let on.

The generative AI boom is causing companies across industries to overhaul their technology strategies and to re-evaluate the kinds of things they need from a cloud provider, a major shift that has the potential to bring a windfall of enterprise spending but also to upend the balance of power in a cloud market where AWS has long called the shots. Garman and team’s Las Vegas presentation was heavy on AI announcements, but Amazon’s main cloud rivals, Microsoft and Google, have been attacking the new Gen AI opportunity feverishly too. Plus Nvidia, the AI chip giant, recently disclosed that it’s building its own cloud services that could challenge AWS’ core strength.

“There’s the potential that if Amazon or AWS doesn’t innovate in AI at a faster speed, they are gonna stay behind in the market,” Cate Ciccolone, a former senior AWS security consultant who left in the spring, told Fortune a month before the conference. “For a lot of people in the industry when they think of AI, AWS is not gonna be the 1st, 2nd, or 3rd choice. They have a lot of ground to cover and I think that’s partly why it’s getting a lot of attention internally.”

Garman also finds himself balancing along the tightrope of reinvigorating an internal culture that has grown bureaucratic amid years of overhiring and bloated middle management, while at the same time winning over some talented employees who’ve grown dismayed by a five-day return-to-office mandate.

Then there’s the Trump factor. The former and incoming president, as some may recall, has not been a fan of Amazon founder and executive chair Jeff Bezos thanks in part to what he deemed unfair coverage by the Bezos-owned Washington Post. During the last Trump administration, Amazon successfully argued in court that the former president’s animus toward Bezos directly resulted in AWS losing out on a $10 billion government contract. No one can predict what squabbles his next administration might bring.

How Garman leads Amazon’s most profitable organization through this crucial moment of both grand opportunities and challenges will go a long way toward writing the next chapter of the tech giant’s post-Bezos arc. Given AWS’ importance to Amazon’s bottom line and overall AI gameplan, the new CEO will be under intense scrutiny from investors looking for assurances that the steady hand can also be an agent of change when necessary. In interviews with a dozen current and recently-departed AWS employees, Fortune has taken one of the first close looks at the man leading the cloud computing juggernaut, his first few months on the job, and what his stewardship means for the business.

A good B.S. detector

Garman, 48, grew up in Scottsdale, Arizona, in a family “full of big talkers who liked to deliver a point that got heard.”

He’s credited at least some of his ability “for cutting through and getting to the ground truth” of what someone is or isn’t saying, to that family dynamic. “I think that’s something I bring to the table,” he’s said.

A former AWS leader described it to Fortune another way: “He has a very good bullshit detector.”

“I’m guessing that’s what Andy [Jassy] liked about him,” the former AWS leader said.

While Garman grew up a fan of the Phoenix Suns and spent a lot of downtime playing basketball during college and business school, he was decidedly not a jock. “He played a ton of intramural hoops but was also serious and geeky,” a former classmate told Fortune.

Josh McFarland, a venture capitalist at Greylock Partners who met Garman at Stanford and briefly worked at a dot-com startup with him, described his longtime friend as “solid” with an “unflappable” demeanor — a “very down-the-middle guy.”

After Stanford, during the dot-com boom, McFarland convinced Garman to let him live out of a 7×12-foot laundry room inside a Redwood City ranch that Garman and other friends shared. While McFarland drove an SUV with flames on the hood, and another roommate owned a brand-new Honda sports car, Garman opted for a used sedan instead.

“And he was absolutely happy with that,” McFarland said.

(The lack of flash extends to Garman’s attire. McFarland said he recently teased his old friend about the sneakers he wore during an on-stage interview, so he’s having custom AWS-inspired Nike Air Force 1s made for him.)

Garman met his future wife Shanti during freshman year at Stanford, where he completed both an undergraduate and graduate degree in industrial engineering. Over the next five years, he worked in startups in product management roles, before enrolling in the MBA program at Northwestern University’s Kellogg School of Management.

During the summer of 2005, after his first year at Kellogg , Garman joined what would become AWS as an intern, before it even launched publicly.

“When he started at Amazon, I remember thinking, ‘Oh, this makes perfect sense; Matt Garman is an Amazon kind of person,” McFarland said. “You put your head down, you do good work, you crank, you grind.”

After graduating in 2006, the year AWS officially launched, Garman accepted a full-time job as the division’s first product manager at a time when the company employed only three sales people.

“We did everything,” Garman has said. “I was the product manager and I wrote product detail pages, came up with pricing plans, ran product naming meetings—whatever was needed.”

That he’s stayed with the company nearly two decades since then says something about the fit he’s felt.

“He bleeds the culture,” said Erik Pupo, an AWS cybersecurity manager who left the company last year.

Some who’ve worked with him told Fortune however that the fact he’s spent the vast majority of his career at AWS has instilled in him an air of self-confidence internally that can at times come across as arrogance. Others, instead, see his demeanor simply as one best described as “intense.” Either way, multiple sources said that Garman has inspired fierce loyalty from his own leadership teams in his prior AWS roles.

Detour to the CEO job

The only major blip in Garman’s steady rise at AWS came when Jassy was tapped to replace Bezos as CEO in 2021, and the top job in the cloud division opened up. Many insiders expected Garman, who was a year into a new role running AWS sales and marketing, to get the nod. But Amazon instead chose former AWSer Adam Selipsky. The move was viewed as a surprise by some because Selipsky had been out of AWS for more than five years, running the software company Tableau as CEO in the interim, while Garman had continued taking on more responsibility inside AWS and had never left, having led both large technical teams and, later, the sales and marketing division.

But if Garman felt resentful about losing out, he didn’t show it. Instead, it gave him an additional three years running sales and marketing, which he was put in charge of one year earlier.

“It [was] a huge opportunity to really dive in deep with customers, understand how sales teams operate, and think about how we better organize there, thinking about marketing and how do we clearly communicate what the value is that we bring to customers,” Garman said earlier this year on a CNBC video podcast.

For that reason, the CEO transition has felt seamless for many big customers, according to both AWS employees as well as those like Corey Quinn, whose consulting firm DuckBill Group works with large AWS clients to lower their bills.

Garman’s comfort level also could be one reason that he doesn’t see a reason to immediately put a drastic imprint on the company.

“I’ve taken a lot of my first couple of months of this job as an opportunity just to learn and get to understand where people are coming from, both customers and employees,” he told another Fortune reporter recently. “And figure out how we can go faster and do more.”

Most of the dozen current and former AWS employees and managers that Fortune interviewed for this piece echoed the sentiment that there have been few significant changes inside the company that they can attribute to the CEO change.

And that may very well be a smart tact.

“Remember who AWS’ large customers are?” Quinn, of the DuckBill Group, told Fortune. “These are banks, these are airlines, these are nation-states. And one thing large institutions crave is stability. I would say that whenever you have a CEO transition with a business as something as impactful to operations as AWS, you go out of the way to avoid major changes in the first 6 to 12 months.”

The Amazon Q challenge

The world around AWS is changing though, and Garman has methodically taken on the task of tuning-up and adapting the business for the AI era.

Even before Garman became CEO, AWS had positioned Amazon Bedrock as the centerpiece of its cloud AI strategy. The gist of this very Amazonian approach is to offer a one-stop shop for AI foundational models – from companies like Anthropic and Meta to Amazon’s own homegrown LLMs – that AWS customers can use or train to build their own generative AI applications for their own businesses. At the Las Vegas conference earlier this month, Amazon announced the Bedrock Marketplace, which offers access to a total of 100 large language models, many from outside firms and for specialized use cases.

Garman has framed AWS’ entry into the Gen AI sector as more deliberate than others who “ran and did hundreds of proof of concepts and…h(huán)ad chatbots on their website very quickly.” Let other companies paint flames on the hood, AWS is essentially saying, we’re giving business customers the reliable, practical vehicle they need to navigate the AI landscape.

AWS spokesperson Shiri Blatt told Fortune prior to the conference that tens of thousands of organizations were already using Bedrock, including Ferrari and Nasdaq.

“The business has really taken off,” Garman told a reporter recently, echoing past comments by Jassy, who has said the AWS generative AI business is generating multiple billions in annual revenue.

AWS does, in fact, have its own chatbot technology in Q, a generative AI assistant that AWS is trying to sell to both developers as well as other non-coding businesspeople. Several Amazon employees told Fortune that the company is more aggressively pushing Q in recent months.

One AWS manager said that developers on his team have enjoyed testing out the tool for coding purposes, but the results it generates can range from “comically incorrect at times” to “mainly just regurgitating” the exact information that’s in a software product’s documentation without adding more content or nuance.

Another AWS manager said Q has been known to generate results that reference libraries of pre-written code that don’t exist.

“It was unusable,” the manager said.

Still, one of these employees said that Q’s accuracy and usefulness seems to have improved over the last month or two as the company trained the tool using newer versions of Claude, the foundational model created by the AI startup Anthropic, with which Amazon has a close partnership and in which the tech giant has now invested $8 billion.

Garman’s boss, Amazon CEO Andy Jassy, also introduced at the Re:Invent conference a new family of Amazon-built AI foundation models called Nova that received positive early reviews.

“With this release I think Amazon may have earned a spot among the top tier of model providers,” a prominent AI researcher, Simon Willison, said afterward.

The attention that Q, and all generative AI efforts, are getting from Garman make sense to some. “I think he wants to put more focus on it because there are problems,” said Pupo, the former AWS manager who previously worked as CIO of Columbia University’s medical center. “The challenge has been how to sell Q.”

Blatt, the AWS spokesperson, said that Q is a response to customer demand for an AWS-focused assistant, and that the company is committed to continuously improving it. She also pointed to an earlier Amazon announcement stating that the version of Amazon Q that’s designed for software developers accomplished the equivalent of an estimated 4,500 years of work on one Java-related project resulting in performance improvements that represent $260 million in savings. She added that Q has ranked highly on leaderboards for software development assistants, and has outperformed published results from other assistants on correctness and helpfulness.

Current and former employees who spoke to Fortune were mixed on whether Garman’s background and skill set make him a good or poor fit for a CEO steering a giant incumbent during this transformational pivot to AI. But, for better or worse, AWS’ AI strategy is likely not one solely resting on his shoulders. Jassy, after all, presented the Nova models at the Las Vegas event, while Bezos recently disclosed that around 95% of the time he still spends at Amazon as executive chairman is focused on the company’s AI efforts.

Welcome to the spotlight

Outside of the AI ground war, AWS under Garman has surprised some customers by discontinuing access to a long list of lesser-used services, part of what Garman has described as a “l(fā)ittle bit of a clean-up.” That alone is not problematic – some have even applauded the move as a necessary retrenchment to better focus internal priorities and investments – but the uncertainty for some customers created by the steady drumbeat of deprecations could be. AWS has announced at least 30 services that are either being deprecated, or ceasing to accept new customers, in just six months since Garman stepped into the CEO role.

“They are not beloved services, they are not in high demand,” Quinn said. “But the fact they are turning off yet something else starts to lead folks to think, ‘Maybe they are going to cancel something I do use.’”

Then there’s the AWS culture that Garman has both helped create but is now also attempting to fix. When Amazon CEO Andy Jassy announced the controversial five-day back-to-office mandate in September, he lamented the lurching bureaucracy that a fat layer of middle-management has created in recent years, including organizational flaws like “pre-meetings for the pre-meetings for the decision meetings.”

“When you have a very kind of hierarchical organization where people don’t feel like they have that ownership to make decisions, you go slow,” Garman said in a recent interview. “And for us, speed really matters.”

Indeed, that very predicament has pushed some AWS employees away.

“I couldn’t resolve inside my brain that we were told to live by the Amazon Leadership Principles like “Invent and Simplify” when I have to get 15 different approvals to proceed with anything,”

Ciccolone, the former senior security consultant at AWS who left in May, told Fortune in an interview.

Ciccolone was recognized inside AWS as a standout employee who was tapped by leadership as one of 120 AWS staff members globally to be honored earlier this year with a “Legend Award” as part of a new employee recognition program. Garman, a few months shy of becoming CEO, presided over the celebratory event. But Ciccolone was so dismayed by the stifling bureaucracy she says she experienced in her daily work, and the talent exodus she says it helped incite, that she chose to leave AWS this spring, only shortly after being honored.

Part of Amazon’s answer to bureaucracy creep is a target of a 15% reduction in the ratio of managers to individual contributors across the company. Another is the new full-time in-office mandate, that goes into effect in January, which executives believe will help newer employees absorb Amazon’s unique invention and decision-making culture more quickly.

While the RTO decision was Jassy’s to announce, Garman has defended it in blunt terms both internally and publicly. At a staff town hall meeting in October, the AWS chief told employees that if they didn’t like the rule, they could seek employment elsewhere.

“If there are people who just don’t work well in that environment and don’t want to, that’s okay, there are other companies around,” said Garman.

Despite stating that his comments weren’t intended “in a bad way,” his words and delivery enraged some employees who believed he was insensitive to the major impact the mandate could have on some employees’ lives.

“I guess we expected a little more savvy to be able to communicate it better internally,” one longtime AWS manager, who said they had no problem with the new work arrangement but were disappointed by the delivery, told Fortune. “He’s handling it in a way that’s so cavalier and with too much bluntness.”

But “blunt” and “straight shooter” were each descriptors for Garman used by multiple sources who spoke to Fortune. Garman, they said, is the type of executive who would much rather work on new deals or brainstorm new offerings than spend time making small talk or defending a work arrangement that was the norm for so long.

Quinn, the AWS billing consultant, says he has experienced this first-hand. Quinn is something of a celebrity in the AWS ecosystem and is known, in part, for taking humorous selfies with attendees at AWS events. But while he says several former top AWS execs have agreed to selfies with him in the past, Garman stands alone as the only one to have denied him. Quinn took it in stride.

“He’s direct and I actually appreciate that,” Quinn said.

The AWS spokesperson said that Garman’s “direct approach” is viewed as a positive leadership trait that aligns with the company’s famed leadership principles. (Amazon’s “Earn Trust” principle celebrates those who “speak candidly.”)

Another sign that Garman might still be adapting to the new spotlight that accompanies the CEO role? When a different Fortune reporter recently asked him for the part of the job that has surprised him the most, he quipped: “How many more interviews that I need to do.”

Asked by the same reporter for the toughest change he’s had to implement early on, Garman remarked again: “Outside of having to do more interviews?”

Blatt, the Amazon spokesperson, said the comments were made in jest and reflected the overall amiable tone of the rest of the interview. She noted that Garman also mentioned enjoying his press interactions, and that he understands the role of communication is crucial to the CEO position.

“He has always been highly focused on results and outcomes,” DuckBill’s Quinn said, “ but so much of the act of being CEO means you no longer get to do things you used to do if you want to succeed in the role. He’s under massive levels of scrutiny.”

The great Trump unknown

Whether Garman will face additional scrutiny in the form of a combative Trump administration is one more major unknown. Amazon founder and executive chairman Jeff Bezos has done his best to smooth over what was a tumultuous relationship with Trump during his first term.

The Washington Post’s owner reportedly squashed the paper’s Kamala Harris endorsement weeks before the election (a move that Amazon’s former longtime spokesperson called “cowardly”). Then, after Trump was reelected, Bezos congratulated him in an uncharacteristically gushing tweet that celebrated his “extraordinary political comeback.”

“I’m actually very optimistic this time around,” Bezos said of Trump’s upcoming term at the DealBook Summit in early December.

“He seems to have a lot of energy around reducing regulation,” Bezos added. “And my point of view, if I can help him do that, I’m going to help him.”

Amazon later announced a $1 million donation to Trump’s inaugural fund, as did Meta and OpenAI’s Sam Altman. Soon after Bezos’ DealBook appearance, the Amazon founder was spotted having dinner at Mar-a-Lago with Trump. Amazon’s Blatt said that AWS officials have worked with policymakers and regulators across five administrations, and that the company looks forward to working with the incoming Trump administration as well as policy makers and state and federal officials to promote an environment “that allows us to continue to innovate on behalf of customers.”

It of course remains possible that Bezos has genuinely warmed to Trump like many wealthy business leaders have. But it’s also plausible that Bezos has decided he needs to at least attempt to develop a civil rapport with an unpredictable leader to protect his myriad business interests. And AWS remains an increasingly key one.

Garman has helped create this powerful and profitable plank of the Bezos business empire since its earliest days, providing the behind-the-scenes discipline and efficiency that made AWS the dominant cloud service. Now, it’s his turn to show what he can do in the spotlight.

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