How do I think about Microsoft versus AWS? Microsoft has a huge enterprise installed base with Excel and Word. You already have Copilot, so how is Amazon thinking about competing with that? It seems extremely difficult to be in the same league.

I underappreciated that before coming here. My last role was on this new agentic application for business users called Amazon Quick. It is meant to compete with Microsoft's suite, including ChatGPT and Power Automate. You had to go through many hurdles to connect it to everything. It was possible, but it wasn't native, connected to your Outlook or Word. It is all there if you followed all the steps or got somebody in IT to hook it up. That is the path we went down.

How do I think about Microsoft versus AWS? Microsoft has a huge enterprise installed base with Excel and Word. You already have Copilot, so how is Amazon thinking about competing with that? It seems extremely difficult to be in the same league.

When I came here and saw the integrations - I had never used Teams before - and all the ways where Copilot is just there, it is game changing. It wasn't until that moment that I realized it is going to be nearly impossible for AWS and Amazon Quick to compete with that. The product has to be exponentially better for customers to want to deal with establishing all the connectivity and doing all these unnatural things to get it into place. Here it is just out of the box.