Amazon, and AWS specially, just don’t have recognized leaders in this space at the helm. I think that’s OK as they should focus on the more boring but important infrastructure stuff.

Jassy’s long rambling answer on the last earnings call though does suggest that being way behind on AI is a sore spot for leadership.

Attracting top talent though is a challenge for Amazon beyond just AI. Their reputation has become a real issue and the top folks simply have better options.