
5月21日舉行的亞馬遜年度股東大會毫無驚喜。期間,股東們提出提案,要求公司加大對業(yè)務運營及其影響的監(jiān)督,并提升其透明度,但均遭到了投資者的再次否決。
不過,這場時長約一小時的會議確實讓亞馬遜首席執(zhí)行官安迪?賈西有機會再次解釋,為什么公司會在人工智能基礎設施和產(chǎn)品方面投入大量資金,而且投資呈現(xiàn)出快速增長之勢——該公司主要聚焦于這一領域的資本支出將從去年的780億美元增至2025年的約1000億美元。
賈西稱當前的生成式人工智能環(huán)境是一個“非常難得的機會”。在開場致辭中,以及在回答一位股東提出的“是否如富國銀行近期報告披露的那樣,亞馬遜正在放緩對人工智能的投資”這一問題時,他列舉了近12個亞馬遜內部使用該技術的具體案例。(賈西否認了投資放緩的說法。)
這位首席執(zhí)行官列舉了生成式人工智能在兩個領域的應用:“成本規(guī)避與生產(chǎn)力”以及 “全新的客戶體驗”。
在第一個領域,他提到了公司的核心聊天機器人客服(已使用生成式人工智能進行了重新設計),以及幫助亞馬遜賣家加快新商品列表創(chuàng)建速度的生成式人工智能工具,還有幫助公司更準確預測客戶庫存需求的工具。
在第二個領域,賈西簡要介紹了一系列面向客戶的產(chǎn)品,從Rufus購物助手到新的Alexa Plus語音助手(該公司上個月開始向有限的客戶群體推出這款語音助手,不過目前很難找到這些新用戶)。這位首席執(zhí)行官還提到了亞馬遜購物應用程序中人工智能客戶評論摘要,以及面向AWS客戶的新產(chǎn)品,例如Nova基礎模型和該公司的Trainium人工智能芯片。
賈西表示:“我們恰恰認為,人工智能將重塑幾乎所有的客戶體驗”。他指出,那些本著長遠眼光來看待這一轉型的股東最終會 “非常高興”。
在賈西發(fā)表上述言論之前,他和其他大型科技公司競爭對手的首席執(zhí)行官仍在解釋和辯解,他們?yōu)槭裁醋訡hatGPT問世之后兩年多以來一直在投巨資開發(fā)生成式人工智能消費技術和基礎設施。在公開市場的投資者看來,這個很多人眼中的歷史性商業(yè)機遇確實有其潛力,但這場軍備競賽亦在消耗著不菲的資源,因此每當財報公布之時,人們便經(jīng)常會聽到這種解釋或辯解。
對于像賈西這樣的首席執(zhí)行官來說,這些解釋不僅是用來安撫、教育投資者或激發(fā)他們的興趣,同時也可以被看作是一種信號,旨在幫助他們吸引夢寐以求的專業(yè)人才。(財富中文網(wǎng))
譯者:馮豐
審校:夏林
5月21日舉行的亞馬遜年度股東大會毫無驚喜。期間,股東們提出提案,要求公司加大對業(yè)務運營及其影響的監(jiān)督,并提升其透明度,但均遭到了投資者的再次否決。
不過,這場時長約一小時的會議確實讓亞馬遜首席執(zhí)行官安迪?賈西有機會再次解釋,為什么公司會在人工智能基礎設施和產(chǎn)品方面投入大量資金,而且投資呈現(xiàn)出快速增長之勢——該公司主要聚焦于這一領域的資本支出將從去年的780億美元增至2025年的約1000億美元。
賈西稱當前的生成式人工智能環(huán)境是一個“非常難得的機會”。在開場致辭中,以及在回答一位股東提出的“是否如富國銀行近期報告披露的那樣,亞馬遜正在放緩對人工智能的投資”這一問題時,他列舉了近12個亞馬遜內部使用該技術的具體案例。(賈西否認了投資放緩的說法。)
這位首席執(zhí)行官列舉了生成式人工智能在兩個領域的應用:“成本規(guī)避與生產(chǎn)力”以及 “全新的客戶體驗”。
在第一個領域,他提到了公司的核心聊天機器人客服(已使用生成式人工智能進行了重新設計),以及幫助亞馬遜賣家加快新商品列表創(chuàng)建速度的生成式人工智能工具,還有幫助公司更準確預測客戶庫存需求的工具。
在第二個領域,賈西簡要介紹了一系列面向客戶的產(chǎn)品,從Rufus購物助手到新的Alexa Plus語音助手(該公司上個月開始向有限的客戶群體推出這款語音助手,不過目前很難找到這些新用戶)。這位首席執(zhí)行官還提到了亞馬遜購物應用程序中人工智能客戶評論摘要,以及面向AWS客戶的新產(chǎn)品,例如Nova基礎模型和該公司的Trainium人工智能芯片。
賈西表示:“我們恰恰認為,人工智能將重塑幾乎所有的客戶體驗”。他指出,那些本著長遠眼光來看待這一轉型的股東最終會 “非常高興”。
在賈西發(fā)表上述言論之前,他和其他大型科技公司競爭對手的首席執(zhí)行官仍在解釋和辯解,他們?yōu)槭裁醋訡hatGPT問世之后兩年多以來一直在投巨資開發(fā)生成式人工智能消費技術和基礎設施。在公開市場的投資者看來,這個很多人眼中的歷史性商業(yè)機遇確實有其潛力,但這場軍備競賽亦在消耗著不菲的資源,因此每當財報公布之時,人們便經(jīng)常會聽到這種解釋或辯解。
對于像賈西這樣的首席執(zhí)行官來說,這些解釋不僅是用來安撫、教育投資者或激發(fā)他們的興趣,同時也可以被看作是一種信號,旨在幫助他們吸引夢寐以求的專業(yè)人才。(財富中文網(wǎng))
譯者:馮豐
審校:夏林
Amazon’s annual shareholder meeting featured no surprises on Wednesday, as investors again rejected all proposals from their peers for the company to provide additional oversight and transparency on their business operations and impact.
But the approximately hour-long meeting did provide a venue for Amazon CEO Andy Jassy to once again made the case for the company’s extraordinary—and fast-growing—investments into artificial intelligence infrastructure and products, with capital expenditures primarily focused on this space to grow to around $100 billion in 2025, up from $78 billion last year.
Calling the current gen AI environment a “very unusual opportunity,” Jassy rattled off nearly a dozen different tangible use cases of the technology inside Amazon, across both his opening remarks as well as in response to a question from a shareholder that asked if Amazon was slowing down its AI investments as some thought a recent Wells Fargo report was indicating. (Jassy denied a slowdown).
The CEO cited gen AI uses across two realms: “cost avoidance and productivity” and “altogether new customer experiences.”
In the first bucket, he referenced the company’s core customer service chatbot, that was rearchitected using gen AI, as well as gen AI tools that help Amazon sellers create new listings quicker, as well as ones that help the company forecast customer demand for inventory more accurately.
In the second bucket, Jassy breezed through a bevy of customer-facing products, from the Rufus shopping assistant, to the new Alexa Plus voice assistant, which the company began rolling out to a limited customer base last month (though these new users are currently hard to find). The CEO also pointed to AI-powered customer review summaries on Amazon’s shopping app, and new products geared toward AWS customers like the Nova foundational model and the company’s Trainium AI chips.
“We happen to believe that virtually every customer experience will be reinvented using AI,” Jassy said. He said that shareholders who see this transformation through over the long term will end up “very happy.”
Jassy’s comments come as he and other rival Big Tech CEOs continue to explain and defend their unprecedented investments into generative AI consumer technologies and infrastructure since ChatGPT burst onto the scene more than two years ago. Such explanations or defenses have become regular occurrences on earnings reports as public-market investors try to balance the potential of what many see as a historic business opportunity with the exceptional resources being poured into this arms race.
For CEOs like Jassy, the explanations not only are designed to appease, educate or excite investors, but also could be seen as signals meant to help attract specialized and coveted talent.