Posted by ripe 9/1/2025
No! Really? With RTO? Unbelievable /s
It’s no surprise that AWS’s revenue growth is lagging behind GCP and Azure.
Beyond the AI talent gap, Amazon seems to be making serious missteps in its own core business.
It reminds me of Apple. At first, people thought Apple was being strategic by staying out of the AI race and waiting to pick the winner. But in reality, it turned out to be an inability to adapt to the new trend. I expect the same pattern from Amazon.