Matt Garman

It's not just going to be a magic wand that's going to come in and magically get them to get value.

But...

Almost everyone that I talk to definitely sees that that's the path.

The power of agents is what allows customers to actually get that work done.

And when they see that efficiency gain, they see them able to accomplish things they weren't able to do before, that is when it's worth it to go make these changes.

And so there's going to be work for people, and it's going to take some time.

We're 20 years into the cloud journey, and still only a fraction of workloads have moved to the cloud.

So it's going to take time.

It's not like people are going to magically switch.

and I think it's going to be really fast.

I think it's a question that we got a lot two years ago and not that much a year ago.

And today, I don't think we get that nearly as much.

It's just people that are kind of playing the same tapes.

We have a huge choice of models.

We see when customers are actually moving their workloads to production, they want to run those AI workloads on AWS.

And that, to me, is the biggest signal.

When we see our customers, they say, I ran proof of concepts in a lot of places.

When I want to move it to production, I want to run it on AWS.

And that's the thing that we hear over and over again.

which makes me think we're actually in a great position.