Earlier this week Amazon (tkr: AMZN) announced that Adam Selipsky would become AWS’ next CEO. Current AWS CEO Andy Jassy will become Amazon CEO later this year as founder Jeff Bezos will hold only the Executive Chairman title. Selipsky previously spent 11 years at AWS before becoming CEO of Tableau which was acquired by Salesforce (tkr: CRM), for $15.7 Billion in August 2019. We believe Selipsky’s best bet to maintain AWS’ leadership position among the cloud infrastructure giants is to establish AWS as the leading cloud infrastructure provider to the Healthcare (already well on its way but with stiff competition from Google Cloud Platform) and Government sectors. Healthcare is approximately 20% of GDP and the big opportunity here is patient health data. On the Government side the opportunity is around broadly-defined intelligence gathering and law enforcement (think NSA). Amazon’s AWS Rekognition platform is the precursor to Minority Report but has faced privacy concerns to date.
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