Transcript
Neal Patel (0:00)
Support for this show comes from WhatsApp. The personal chat on WhatsApp is a place where you share everything, from the mundane connections to the memories that mean everything. It's a place that can truly feel like it's your own. And WhatsApp makes sure everything stays protected from outside eyes, even theirs. No one, not even WhatsApp, can see or hear your personal messages. That includes personal calls, plus any documents, photos or media that you share in your personal chat. WhatsApp message privately with everyone, visit WhatsApp.com privacy to learn more. Unexplainable is taking a hard look at the promise and the dark side of health technology from scientists who are trying to make artificial blood. Within minutes, the rabbit's ears started twitching again. They're fine to patients that are stuck with implants in their brains after the company that keeps them running disappears. It's often the battery that's the problem. It's something that simple that's on the next two weeks of Unexplainable. This miniseries is presented by Roomba Robots. Hello and welcome to Decoder. I'm Neelai Patel, editor in chief of the Verge, and Decoder is my show about big ideas and other problems. Today I'm talking to Adam Selipski. He's the CEO of Amazon Web Services, or as most people know it, aws. AWS is quite a story. It started as an experiment almost 20 years ago. Amazon was trying to sell its excess server capacity, and people really doubted the move. Why on earth was an online bookstore trying to sell cloud services? But now AWS is the largest cloud services provider in the world, and it's the most profitable segment of Amazon, generating more than 22 billion in sales last quarter alone. By some estimates, AWS powers roughly one third of the entire global Internet, and on the rare occasion an AWS cluster goes down, an unfathomable number of platforms, websites and services feel it, as do hundreds of millions of people. AWS is a big deal now. Adam was there almost from the start. He joined AWS in 2005 and became CEO in 2021 when former AWS CEO Andy Jassy took over for Jeff Bezos as CEO of Amazon itself. That's a long time to be focused on cloud services. But pay attention to how excited Adam is about the prospect of yet more growth for aws, even with big competitors like Microsoft and Google in the mix. He told me that only 10% of his potential customers have made the jump to the cloud. That's a lot of room to grow, and I wanted to know where Adam thinks that growth will come from and importantly, what will keep AWS competitive is the word cloud starts to mean everything and nothing. The answer there, of course, involved AI. Now I'm gearing up to co host the Code Conference in September this year. And that means I'm spending a lot of time thinking about AI in general. And Adam was a great person to help me think through some of these concepts. AWS is going big on AI, of course, but it has some challenges. OpenAI, which makes ChatGPT, has an exclusive deal with Microsoft for cloud services. Google, which has similarly made a huge bet on AI on, obviously runs its own cloud services and sells access to Google's models exclusively through them. So AWS has to be great at everything else and it still has to compete for the hardware necessary to run these AI models, which is in short supply across the industry. Adam and I got into all of it and into the weeds of what it means to be an AI provider at scale. This is all pretty uncharted territory. So this conversation got deep. On the flip side, I couldn't resist asking Adam about how AWS advertises in the airports and with the NFL. Is there anyone in the world who needs AWS who doesn't already know about it? This is my favorite question to ask enterprise software CEOs and I gotta say Adam's answer here was pretty good. A few notes before we start since we did talk about AI hardware in depth for a minute. The best AI chips right now are made by Nvidia, which made a big bet on using its GPU tech for AI a while back. Its a100 and in particular h100. GPUs are the state of the art and they're hard to get even for companies like aws. That means everyone is trying to make their own chips to meet the demand. And AWS has two of those called Trainium and Inferentia, which Adam and I talk about. Okay, Adam Slipsky, CEO of aws. Here we go. Adam Slipski, you are the CEO of Amazon Web Services, or AWS as it's commonly known. Welcome to Decoder.
