Customer Obsession [Steve Yegge]
Download MP3Steve Yegge talks about his experience as an Amazon *customer* (not employee) vs Microsoft.
Listen to Steve Yegge's podcast: https://www.youtube.com/watch?v=L0xmHrQJdAw
the
first in this little series was i talked
about their ability to root out disease
and dysfunction in the
organization and squash it immediately
the second one was about their focus on
retail customers and individual people
and how they put that front and center
in first and foremost and there was no
also customer service mentality there
in this episode what we're talking about
is
that situation where grabs servers would
run on amazon's cloud
so it's like a rental service it's like
we rent computers
from from amazon and we have other
options we could have been on google's
cloud we could have been on microsoft's
cloud and there were some efforts
actually to get onto microsoft's cloud
at least part of the computing just to
really mostly i think for negotiating
leverage but
but the reality was grab was not really
that important
i mean there are a lot of companies on
cloud
essentially someday all companies that
have any sort of computing in the
background which is most companies will
have uh a cloud presence okay
and so you know huge huge names you know
netflix runs on amazon
go figure they don't have their own data
centers as far as i know
everything you know i certainly know
their biggest
they're uh they're amazon's biggest
customer or they have been and they go
in and out of being amazon's biggest
customer
you look at the top 50 customers for
amazon and uh grabs not in that list
you look at the top 100 customers and
grabs probably not in that list just in
terms of how much they're spending okay
corporate customers uh you know pretty
pretty sizable chunk of money but not
not really a blip at amazon scale
and yet
uh
whenever i had a question uh about
amazon's cloud let me tell you what i
what i did
okay
um
i would say
hey bob can you come over here for a sec
yeah
notice i'm not touching a phone or a
computer uh
i'm talking to bob over here who who is
from amazon he's an amazon employee he's
a cloud specialist and uh knows how to
answer a lot of customer questions uh
he's an engineer uh and and sue you know
bob and sue she would do the same thing
they'd come in we had all these these
different account reps in a rotation
uh and they would uh they would come
over and say yeah what do you need what
do you need what were they doing in my
office in graham's office in downtown
bellevue we're not a top 100 customer
they can't that how does that even scale
they can't have enough people to go and
sit on site with every single customer
now you could make the argument oh well
grabs kind of important because you know
they're going to be the gateway to
southeast asia and so on and so they're
masasan's investment they're big and you
know there's a lot of you know smoke and
mirrors and you know it's it's all true
and it's going to come true and and grab
is going to be dominant but it's never
been a foregone conclusion i mean uber
was competing with him and then now
gojek's competing with him and gojek has
a bunch of really big investors and it's
not clear-cut right you know that
they're that they're gonna be big and
why would you bet on a customer that's
gonna be big when you've already got
customers that are already big
and yet amazon had people sitting in our
offices you know uh they offered we said
yes
uh you know microsoft got into that and
they sent some people too and that was
that was fine you know you know us too
um
but it was never really the same
so so i'm gonna i'm gonna close with a
with a story about uh i'll close this
off with a story about um
the conferences okay the developer
conferences because those are sort of a
customer interaction sort of a way that
they
can demonstrate customer obsession
and it's kind of um it's not a direct
thing it's more of an indirect thing you
know and how successful the conference
is
but you know it's a it's a it's a signal
uh so the story is i was at my grab in
my um
my first year
it was 2018
uh i joined just late the previous year
and uh my boss mark porter
he said hey steve yeah let's uh let's go
to re invent
reinvent is amazon's cloud conference
okay it's about aws
and it's in las vegas and you know i'm
in seattle and so it's only like a two
and a half hour flight
and so it made sense you know for for
for me to go and represent uh you know
as a head of engineering and ads and all
that stuff uh but i didn't want to go uh
you know i like i don't like conferences
i don't know why i don't like them i
just don't like them like they're
they're a waste of time they just
they're just like um
i could go on and on about how how
shallow they are but they're they're
nothing gets done at a conference
and they're
i don't see the point a lot of people do
like them they like they got their badge
and their lanyard and their packages
swag and they're like i'm in a
conference and they feel important or
something and people speaking at
conferences feel important i've done
that too and then it was ultimately it
was like why did i do that what was what
was the goal here right just building
brand recognition with developers i
guess
you know fine fine
it's fine that they have them and it's
fine that some people like them but i
didn't want to go okay because i was
busy like my job was very stressful and
i'll talk about my job at grad and how
working with asia from the united states
is just in general in in another episode
and mark's like oh come on man you got a
year to come you got to come it's like
you have to
and he was very insistent and i'm like
okay fine you know fine i'll take the
hit for the team and i'll go to las
vegas and bring my wife along and we'll
upgrade our hotel room at our own on our
own dime and we'll try to make it a fun
trip because conferences suck and i
don't want to go
but we'll do some gambling
so we go to re invent which i've never
been to before in 2018
and
uh well i went and i learned um
there were basically three components of
the conference that i want to compare to
the microsoft conference that i went to
a couple of months later
the uh the first one was the keynote
speech
i want you to remember these things when
i talk about the microsoft ones uh the
keynote speech is you know by andy jassy
i don't know if he still does it but at
the time you know for many years andy
jassy would give the keynote and you
know what a keynote is right a keynote
is some self-important person standing
up there and going well i'm really super
glad that you all came and boy i'm sure
making a lot of money off this and let's
head up to the strip club you know
whatever i don't keynote speeches um
this was not that
so i don't know if they're recorded man
it would be really uh really interesting
if you could just watch maybe
uh
andy jassy stood up on stage for like
two and a half hours and this was in
like a vegas hotel like their conference
area like i think it was the venetian
and or the palazzo and they they like
had these giant rooms with giant screens
and he was projected on the screens i
wasn't in the room with andy jassy
because i showed up late because 65 000
people showed up to the conference a
whole football stadium filled with
people a bunch of tech geeks all like
with this narrow-minded focus singleness
of purpose they came marching in there
was this buzz this excitement and i was
just like you know this is new and
different it was like invasion of the
body snatchers to be honest and uh and
everybody got under the seats and there
was this electric you know buzz and andy
starts talking he talks for like two
hours two and a half hours okay it just
goes on and on and on and on and on
and it wasn't you know hello folks glad
to have you here no he stopped there and
went well folks here's our report card
and he just went through and like for
two hours he just did
statements of the form
you guys asked for this
we delivered it
you guys felt our performance wasn't up
to snuff in this particular area here's
the new numbers
you felt like our competitor had an
offering here that wasn't doing justice
to you know we didn't do justice in our
cloud
we answered okay oh and you know and he
could go on and on and on about things
that people had asked for and you know
what i as a customer of aws of amazon
web services i used a bunch of their
services and i had things that i wanted
and i saw some of them in the
presentation and i'm like wow i saw
other ones that i knew were going to be
useful and i saw some i was like i don't
even know what i'm looking at it was so
big and complicated it would be so it
would take so long to learn all of
amazon's cloud i mean like i didn't even
have time to do it all
but it was extraordinary
uh somebody told me mark told me that
andy you know goes to this like you know
goes to his private retreat you know
like in a movie and he like disappears
for 10 days or two weeks or whatever and
you know psyches himself out for the
talk because it was a really impressive
performance that he gave up on stage
kind of from memory just go on feature
feature feature fix fix fix performance
pricing all this stuff
it was it was uh remarkable and it was
all
like getting just eaten up by the
audience because they were like yeah
finally finally right i can use these
special indexes you know and my redshift
will talk to my dynamodb and blah blah
blah they finally fixed it right every
there was there's excitement because it
was making people's lives easier right
they were amazon was taking
load off of people's shoulders and
shouldering it themselves
so that was the uh keynote
the second dimension was uh the the
vendors which was just overwhelming
right they were they were spread over
multiple hotels and you can go anywhere
and everybody who's anybody who offers a
service offers it on aws and so
everybody was there
and then finally there were the uh the
meetings okay the meetings with with the
teams which i didn't know we were gonna
have but somebody at amazon set up some
meetings for us i was like oh okay we're
gonna have some uh some meetings um
who are we talking to
and mark's like you know the teams
you're scheduled to talk to and he named
off a bunch of teams that were teams
that uh owned the services they built
and launched and ran the services that i
was using on my teams and i'm like okay
yeah so like the account reps she's like
no
no no i mean the teams and so i went in
there and like i was like oh you know i
knew some of these people i mean like
some of them have been in amazon for
years and years i mean like since i was
there in 2005
and it was like the engineering leads
and it was the program managers and
product managers and general managers
the gm's and that all the actual people
not some proxies not some you know like
you know ambassadors and they and they
and they were there going yo hey steve
you know what do you need what can we do
for you and this is where the humility
that i mentioned earlier came in because
i was overwhelmed that they were taking
their time out of their day because
first of all running aws is no joke and
second of all they're all rich
like rich as crisis i mean they
they all held their shares and they
started in 2005 and the stock ran up
from like forty dollars to three
thousand three hundred dollars per share
during the time that i had left
and you know what what possible business
could they have sitting there asking me
what my team needed because i was with
grab not netflix right and yet they gave
each one of them gave me half an hour or
40 minutes or whatever and they were you
know
they were serious
like you know i'd say well we could
i mean i'll go on a limb here we could
really use this and i'd give them some
you know some request you know and
they'd look at each other and they would
they would not you know and sometimes
they'd tell me that it was on the road
map or sometimes they'd take really
detailed notes and say okay this is and
how would you rank that relativity these
other features and they would like talk
about it
and i realized that i was dictating
their freaking road map for them okay
it doesn't work like that at google i
mean let me tell you when i was in
google cloud for five years how how
stuff worked in google cloud people in
google would go well we solved this
problem at google because google's
pretty much solved all computing
problems and we did it our way and our
way is the best way and i know the rest
of the industry does it differently but
they're doing it wrong and what we're
going to do is we're going to get a
think tank together of all of our best
and brightest engineers who built
google's cloud google's core
infrastructure
and we're going to have them build the
cloud version
they're going to go into a room and
they're going to close the doors and get
some snacks and seal themselves off
and they're going to from from scratch
from first principles they're going to
invent what the right solution is for
these customers out here that are using
the wrong thing on aws
and uh and they're when we're we're
going to roll it out to great fanfare
and they're gonna use it you'll see if
we build it they'll come and and they're
gonna like it
that's that's how google cloud operates
it's just nuts you can't talk to a
customer like
my boss okay got promoted uh in part you
know for her innovation and it really
was an innovation which is the saddest
thing ever of talking to customers she
would she would go out and find
customers of the services that our
organization built and uh you know they
were always small companies like just
like
they were on google cloud just for cost
and maybe no other reason or maybe they
were ex-googlers right so they had a
little bit of loyalty and there's no
real reason to be on google's cloud over
amazon's cloud
unless you already know google's cloud
and so and it's because of this problem
where google designs things different
from the rest of the industry and then
you have to like you have to look at it
and go well okay i can learn how to do
it your way and then i'll be completely
locked into your cloud and i can't
migrate because amazon does things the
open way right
and so uh you know she got promoted
because she would like once a year uh
bring in five
you know volunteer corporate customers
and put him up in director's chairs on
the stage and our whole org would
shuffle in and we'd all sit there for
like an hour hour and a half however
long he can go without having to go to
the bathroom and we would get to ask
these people in the director's chairs
you know so what do you think of our
stuff and one of them they'd look at
each other and one of them would say
well you know we kind of think it's okay
but boy it really could be better in the
following 57 dimensions and we'd all
look at each other just like the amazon
folks the amazon teams did we look at
each other except we were saying
that's never going to get fixed we knew
it was never going to get fixed because
we couldn't do anything about it because
of blockers i'm going to talk in
specific gory detail about the kinds of
blockers that exist in google cloud and
exist in other places all over
i've got buddies people have left google
friends who are telling me the same
horror stories and other companies it's
everywhere but we knew it wasn't going
to get fixed because you can't fix stuff
because google cloud has an execution
problem because they don't put the
customer first it was innovative that we
even brought them into the building in
the first place once a year compared to
grab go to ground every day and aws have
a person in their office
an engineer sitting there in their
office taking notes begging please tell
us what we can do better so night and
day right
so now let's now let's talk about
microsoft's build conference and then we
will uh we'll wrap
uh i mean i really could talk about this
stuff in much more detail um
but you know time constraints
we can revisit if it's a popular topic
um a couple of months after re invent
which re invent was just mind blowing
it's across the board i was just like
i couldn't believe what i was seeing uh
the first useful conference ever so i
went to microsoft bill and i was like
hey maybe all conferences are good these
days
and microsoft build was in the
washington state convention center and i
also had to go to that because it's like
five minutes from my house
and so of course it made sense and we
were using some microsoft uh stuff
off of their cloud and by the way just
you know up front hey um you know all
the folks i worked with at microsoft in
in azure the cloud they were really
smart and they were cool and they're
professional and they were humble and
they were nice and they were um
very accommodating they were they were
great hosts i hope that we were good
guests uh and uh you know don't want to
disparage anybody in microsoft cloud
because they're they're working you know
well
um
they're not amazon
and they know it right and you know they
they know they're so far behind that
it's it's almost comically bad
um but but you know they're trying
really hard uh so but i went to the
conference uh because that was those
those were meetings that i had like on
you know in redmond in on microsoft
campus
uh but the conference the build
conference is this big vague fuzzy
directionless pointless kind of
parade sort of a fair ground where
basically a bunch of random people show
up and they give random demos they're
trying to i don't it's it's back to the
old conferences that i hate kind of
model where they're giving just random
demos that are not useful to you so it's
like uh you know it's like when you go
to disneyland with your family and you
decide that maybe just like you're going
to spend a few minutes in you know in
walt disney's imaginarium where you can
see his vision of what the 1950s thought
the future was going to be like and what
you know a a modern home might be like
you know and
you know you go in there and it's
air-conditioned and you're like okay
i'll hang out for a while but it's not
fun and then you go back to the rides
right
that's kind of what microsoft build was
like their their expo was just a bunch
of random people most of them with
macbooks uh giving demos of random stuff
that they did it wasn't cloud focused it
was a hodgepodge a mishmash now satya
nadella you know who's you know he
really is brilliant and he's you know
he's an amazing leader he's kind of a
magician
uh you know
uh he came from microsoft cloud and he
knows microsoft cloud is their business
it's their future like nothing else
matters at this point windows in office
you know and they'll they'll drag on
maybe for another 10 years you know and
they can eat some more revenue out of it
but it's kind of over and they know it
and they're not innovating anywhere else
they're trying and they're failing it's
cloud that's their only shot at staying
alive oracle's actually in even worse
position but in the same position right
they just they just have it worse
oracle's dying quickly and they know
they need to get in the cloud and they
can't because they have a terrible
execution problem
so so we go to build and satya gives his
keynote remember i told you about the
three components of the conference and
how they were all amazing
and then let's talk about how they
happened at microsoft
so i went to the keynote
and i was excited because andy jassy's
keynote was just mind-blowing okay and i
was like i want to see what microsoft
has launched in the past year let's see
let's compare their progress
and satya nadella stood up there and he
gave a keynote
uh and the keynote was pretty short and
it was about how
they were proud to announce
that microsoft had partnered with
starbucks
and that the starbucks was using
microsoft machine learning algorithms
to be able to tell you where your
espresso beans came from
and that was the keynote
and it was quite frankly
embarrassing to be there it was
embarrassing to watch i was embarrassed
for them i was embarrassed for myself i
was embarrassed for everyone else in the
audience
you
i i mean
what the hell
and uh so i was like okay well uh you
know that maybe the keynote isn't really
the right way to measure the success of
a of a developer conference maybe
they're maybe they
they fell a little short there unless
you're a really really big espresso bean
fan uh but you know uh maybe the other
areas and to be fair you know in one
area which is the team meetings where we
got to meet with the teams same thing we
got to meet with the teams they were
real nice to us they were competing for
our business from aws
they wanted us i think as a um
just to show off just like they could
show off starbucks right they didn't
care how big we were we were just
southeast asia but they were still very
nice and we had good meetings with them
and they you know they offered to go fix
things uh don't know how how much
progress they made on those things so be
curious
but the the third pillar which i only
briefly touched on right was the the the
vendor
booth the floor
which is kind of like you know when you
go to the state fair you go to a you go
to a big event you know uh
an art fair or a crafts fair or
something where there's like there's a
bunch of space where people can can pay
to have a booth
right like a little tent a pavilion or
whatever and you know like buy to
seattle you can go get food and of
course the measure the yardstick of like
how successful your event is and and
whether your venue was worth the money
is how many vendors showed up
and then you know in turn that'll drive
you know people showing up
so my buddy uh my buddy who's uh now
ebay and i hope to get him on the show
too
he says uh he's with me there at the
microsoft build conference he goes yeah
let's go check out the vendor pavilion
because you know what that's how you
tell how successful a cloud is or any
platform for that matter he was right he
says you know it's a you can see if
there you know if there's a if there's a
lot of let's say there's a lot of
database companies there okay and
they're all saying hey use our database
on microsoft azure
what that means is that azure doesn't
have good enough databases
because there's a bunch of third-party
vendors going hey pay us a bunch of
extra money on top of your regular cloud
bill for our better database than the
one that microsoft has and there's all
kinds of different you know
uh parts of a cloud that could
potentially have third-party offerings
that compete with the core cloud and
amazon of course had all of them and so
we went to microsoft to see what holes
they had what was missing from their
lineup and we went in there and it was
just like it was like the old west the
tumbleweed rolls by and we were a couple
gunslingers and the town was completely
empty and we were like
you know like we could hear the
the spaghetti western music playing it
was empty there was nobody there i'm not
talking about people yeah there were no
people there just people random people
wandering around it looked like a
carnival but there were no
companies there there were no offenders
there were like four like total like i
knew some of them personally they're
like oh hey steve i'm like oh yeah hey
what are you doing here and they're like
you know because there was there was no
point because there's like there's a
marketplace at work here and
marketplaces require buyers and sellers
and you have to have a lot of buyers and
you have to have a lot of sellers you
can't have one or the other with that
imbalance
half of them will evaporate
and sure enough i don't know if it's
because microsoft cloud doesn't have
enough customers or because microsoft
cloud's really bad because they're not
enough vendors but for one reason or
another all of the booths at the
pavilion were filled with microsoft
teams it was like whoever planned it was
like oh my god we didn't get anybody to
sign up for this thing so get your team
get in there and just pretend to be a
third party sort of right and so they're
waving like hi you know we're we're a
microsoft team that you know is here in
the vendor floor and it was 80
microsoft and i we were floored we were
like there's not a hole in their cloud
their cloud is a big gaping hole the
whole thing
and you know so we left you know very
disappointed the whole thing i mean
honestly if they they did more brand
damage you know certainly to me as just
a developer who uses cloud i use
google's cloud but it doesn't matter um
you know
the whole point of a dev conference as
far as i know is to build you know brand
excitement and enthusiasm for the for
their for their brand for the microsoft
brand the azure brand
they did more damage to that by having
that conference that that that i gave
feedback on and i'm sure they didn't
read it uh
then then if they hadn't had the
conference at all i mean seriously they
should they should just pass why wasn't
even why wasn't it about cloud if cloud
is going to be their business going
forward their only hope right obi-wan
their only hope is cloud and yet they
had all this other stuff
right and i'm sure part of this is
because of the disease that we're going
to talk about which is that a lot of
teams get big and they have a lot of
sway when they shouldn't
so anyway this has been our episode
about corporate customers to recap
i became a corporate customer of a cloud
at a
fairly medium-sized company grab for the
first time in 2018 and i continued that
relationship with amazon through until
the pandemic started uh i was blown away
by how um
customer obsessed
i mean it's such a cliched term and yet
i was blown away that they were sitting
there asking me what
i wanted their roadmap to be and and but
you know what i wasn't surprised because
that's exactly how they treat their
retail customers right that you're the
retail customers in aggregate are voting
for what's next for amazon
and uh
and once you reach that point i'll tell
you when you're done because amazon's
like done in a sense okay
done for the day say
the the the guy sitting you know or the
gal sitting at the table near my desk
from amazon who i could ask questions to
day in day out month in month out right
the entire time we were aws customers
they were done
and they had done their job and they
could feel good
when we said
we're good
thank you you've done
so much great stuff for us and we really
can't think of anything else that we
need at this time
not even speculative we just we're good
that's when you know you're done and
that's when you break through
into this new you know green field you
know sort of innovation space where you
can say wow our customers literally have
everything their heart could desire that
they know about that they can think of
uh let's start thinking of things for
them
which is what google started with
remember google's like i'm telling you
i'm telling you there were google teams
that would go in and design something
and then a product manager from another
company there's a really good pm from
microsoft and she came in and she was
like she was
just rocking in google cloud and she got
attached to this one project
and she came to me and she said they
just went into a room and designed
something that's completely unusable and
nobody would want it and they didn't ask
anyone and she had to she had to go in
and she had to slap him around and say
you need to start over again and this
time make sure there's a customer in the
room with you
and they were like huh
you know because google it's all about
also the customer
also we do customer we talk to customers
sometimes too
it's night and day
the
first in this little series was i talked
about their ability to root out disease
and dysfunction in the
organization and squash it immediately
the second one was about their focus on
retail customers and individual people
and how they put that front and center
in first and foremost and there was no
also customer service mentality there
in this episode what we're talking about
is
that situation where grabs servers would
run on amazon's cloud
so it's like a rental service it's like
we rent computers
from from amazon and we have other
options we could have been on google's
cloud we could have been on microsoft's
cloud and there were some efforts
actually to get onto microsoft's cloud
at least part of the computing just to
really mostly i think for negotiating
leverage but
but the reality was grab was not really
that important
i mean there are a lot of companies on
cloud
essentially someday all companies that
have any sort of computing in the
background which is most companies will
have uh a cloud presence okay
and so you know huge huge names you know
netflix runs on amazon
go figure they don't have their own data
centers as far as i know
everything you know i certainly know
their biggest
they're uh they're amazon's biggest
customer or they have been and they go
in and out of being amazon's biggest
customer
you look at the top 50 customers for
amazon and uh grabs not in that list
you look at the top 100 customers and
grabs probably not in that list just in
terms of how much they're spending okay
corporate customers uh you know pretty
pretty sizable chunk of money but not
not really a blip at amazon scale
and yet
uh
whenever i had a question uh about
amazon's cloud let me tell you what i
what i did
okay
um
i would say
hey bob can you come over here for a sec
yeah
notice i'm not touching a phone or a
computer uh
i'm talking to bob over here who who is
from amazon he's an amazon employee he's
a cloud specialist and uh knows how to
answer a lot of customer questions uh
he's an engineer uh and and sue you know
bob and sue she would do the same thing
they'd come in we had all these these
different account reps in a rotation
uh and they would uh they would come
over and say yeah what do you need what
do you need what were they doing in my
office in graham's office in downtown
bellevue we're not a top 100 customer
they can't that how does that even scale
they can't have enough people to go and
sit on site with every single customer
now you could make the argument oh well
grabs kind of important because you know
they're going to be the gateway to
southeast asia and so on and so they're
masasan's investment they're big and you
know there's a lot of you know smoke and
mirrors and you know it's it's all true
and it's going to come true and and grab
is going to be dominant but it's never
been a foregone conclusion i mean uber
was competing with him and then now
gojek's competing with him and gojek has
a bunch of really big investors and it's
not clear-cut right you know that
they're that they're gonna be big and
why would you bet on a customer that's
gonna be big when you've already got
customers that are already big
and yet amazon had people sitting in our
offices you know uh they offered we said
yes
uh you know microsoft got into that and
they sent some people too and that was
that was fine you know you know us too
um
but it was never really the same
so so i'm gonna i'm gonna close with a
with a story about uh i'll close this
off with a story about um
the conferences okay the developer
conferences because those are sort of a
customer interaction sort of a way that
they
can demonstrate customer obsession
and it's kind of um it's not a direct
thing it's more of an indirect thing you
know and how successful the conference
is
but you know it's a it's a it's a signal
uh so the story is i was at my grab in
my um
my first year
it was 2018
uh i joined just late the previous year
and uh my boss mark porter
he said hey steve yeah let's uh let's go
to re invent
reinvent is amazon's cloud conference
okay it's about aws
and it's in las vegas and you know i'm
in seattle and so it's only like a two
and a half hour flight
and so it made sense you know for for
for me to go and represent uh you know
as a head of engineering and ads and all
that stuff uh but i didn't want to go uh
you know i like i don't like conferences
i don't know why i don't like them i
just don't like them like they're
they're a waste of time they just
they're just like um
i could go on and on about how how
shallow they are but they're they're
nothing gets done at a conference
and they're
i don't see the point a lot of people do
like them they like they got their badge
and their lanyard and their packages
swag and they're like i'm in a
conference and they feel important or
something and people speaking at
conferences feel important i've done
that too and then it was ultimately it
was like why did i do that what was what
was the goal here right just building
brand recognition with developers i
guess
you know fine fine
it's fine that they have them and it's
fine that some people like them but i
didn't want to go okay because i was
busy like my job was very stressful and
i'll talk about my job at grad and how
working with asia from the united states
is just in general in in another episode
and mark's like oh come on man you got a
year to come you got to come it's like
you have to
and he was very insistent and i'm like
okay fine you know fine i'll take the
hit for the team and i'll go to las
vegas and bring my wife along and we'll
upgrade our hotel room at our own on our
own dime and we'll try to make it a fun
trip because conferences suck and i
don't want to go
but we'll do some gambling
so we go to re invent which i've never
been to before in 2018
and
uh well i went and i learned um
there were basically three components of
the conference that i want to compare to
the microsoft conference that i went to
a couple of months later
the uh the first one was the keynote
speech
i want you to remember these things when
i talk about the microsoft ones uh the
keynote speech is you know by andy jassy
i don't know if he still does it but at
the time you know for many years andy
jassy would give the keynote and you
know what a keynote is right a keynote
is some self-important person standing
up there and going well i'm really super
glad that you all came and boy i'm sure
making a lot of money off this and let's
head up to the strip club you know
whatever i don't keynote speeches um
this was not that
so i don't know if they're recorded man
it would be really uh really interesting
if you could just watch maybe
uh
andy jassy stood up on stage for like
two and a half hours and this was in
like a vegas hotel like their conference
area like i think it was the venetian
and or the palazzo and they they like
had these giant rooms with giant screens
and he was projected on the screens i
wasn't in the room with andy jassy
because i showed up late because 65 000
people showed up to the conference a
whole football stadium filled with
people a bunch of tech geeks all like
with this narrow-minded focus singleness
of purpose they came marching in there
was this buzz this excitement and i was
just like you know this is new and
different it was like invasion of the
body snatchers to be honest and uh and
everybody got under the seats and there
was this electric you know buzz and andy
starts talking he talks for like two
hours two and a half hours okay it just
goes on and on and on and on and on
and it wasn't you know hello folks glad
to have you here no he stopped there and
went well folks here's our report card
and he just went through and like for
two hours he just did
statements of the form
you guys asked for this
we delivered it
you guys felt our performance wasn't up
to snuff in this particular area here's
the new numbers
you felt like our competitor had an
offering here that wasn't doing justice
to you know we didn't do justice in our
cloud
we answered okay oh and you know and he
could go on and on and on about things
that people had asked for and you know
what i as a customer of aws of amazon
web services i used a bunch of their
services and i had things that i wanted
and i saw some of them in the
presentation and i'm like wow i saw
other ones that i knew were going to be
useful and i saw some i was like i don't
even know what i'm looking at it was so
big and complicated it would be so it
would take so long to learn all of
amazon's cloud i mean like i didn't even
have time to do it all
but it was extraordinary
uh somebody told me mark told me that
andy you know goes to this like you know
goes to his private retreat you know
like in a movie and he like disappears
for 10 days or two weeks or whatever and
you know psyches himself out for the
talk because it was a really impressive
performance that he gave up on stage
kind of from memory just go on feature
feature feature fix fix fix performance
pricing all this stuff
it was it was uh remarkable and it was
all
like getting just eaten up by the
audience because they were like yeah
finally finally right i can use these
special indexes you know and my redshift
will talk to my dynamodb and blah blah
blah they finally fixed it right every
there was there's excitement because it
was making people's lives easier right
they were amazon was taking
load off of people's shoulders and
shouldering it themselves
so that was the uh keynote
the second dimension was uh the the
vendors which was just overwhelming
right they were they were spread over
multiple hotels and you can go anywhere
and everybody who's anybody who offers a
service offers it on aws and so
everybody was there
and then finally there were the uh the
meetings okay the meetings with with the
teams which i didn't know we were gonna
have but somebody at amazon set up some
meetings for us i was like oh okay we're
gonna have some uh some meetings um
who are we talking to
and mark's like you know the teams
you're scheduled to talk to and he named
off a bunch of teams that were teams
that uh owned the services they built
and launched and ran the services that i
was using on my teams and i'm like okay
yeah so like the account reps she's like
no
no no i mean the teams and so i went in
there and like i was like oh you know i
knew some of these people i mean like
some of them have been in amazon for
years and years i mean like since i was
there in 2005
and it was like the engineering leads
and it was the program managers and
product managers and general managers
the gm's and that all the actual people
not some proxies not some you know like
you know ambassadors and they and they
and they were there going yo hey steve
you know what do you need what can we do
for you and this is where the humility
that i mentioned earlier came in because
i was overwhelmed that they were taking
their time out of their day because
first of all running aws is no joke and
second of all they're all rich
like rich as crisis i mean they
they all held their shares and they
started in 2005 and the stock ran up
from like forty dollars to three
thousand three hundred dollars per share
during the time that i had left
and you know what what possible business
could they have sitting there asking me
what my team needed because i was with
grab not netflix right and yet they gave
each one of them gave me half an hour or
40 minutes or whatever and they were you
know
they were serious
like you know i'd say well we could
i mean i'll go on a limb here we could
really use this and i'd give them some
you know some request you know and
they'd look at each other and they would
they would not you know and sometimes
they'd tell me that it was on the road
map or sometimes they'd take really
detailed notes and say okay this is and
how would you rank that relativity these
other features and they would like talk
about it
and i realized that i was dictating
their freaking road map for them okay
it doesn't work like that at google i
mean let me tell you when i was in
google cloud for five years how how
stuff worked in google cloud people in
google would go well we solved this
problem at google because google's
pretty much solved all computing
problems and we did it our way and our
way is the best way and i know the rest
of the industry does it differently but
they're doing it wrong and what we're
going to do is we're going to get a
think tank together of all of our best
and brightest engineers who built
google's cloud google's core
infrastructure
and we're going to have them build the
cloud version
they're going to go into a room and
they're going to close the doors and get
some snacks and seal themselves off
and they're going to from from scratch
from first principles they're going to
invent what the right solution is for
these customers out here that are using
the wrong thing on aws
and uh and they're when we're we're
going to roll it out to great fanfare
and they're gonna use it you'll see if
we build it they'll come and and they're
gonna like it
that's that's how google cloud operates
it's just nuts you can't talk to a
customer like
my boss okay got promoted uh in part you
know for her innovation and it really
was an innovation which is the saddest
thing ever of talking to customers she
would she would go out and find
customers of the services that our
organization built and uh you know they
were always small companies like just
like
they were on google cloud just for cost
and maybe no other reason or maybe they
were ex-googlers right so they had a
little bit of loyalty and there's no
real reason to be on google's cloud over
amazon's cloud
unless you already know google's cloud
and so and it's because of this problem
where google designs things different
from the rest of the industry and then
you have to like you have to look at it
and go well okay i can learn how to do
it your way and then i'll be completely
locked into your cloud and i can't
migrate because amazon does things the
open way right
and so uh you know she got promoted
because she would like once a year uh
bring in five
you know volunteer corporate customers
and put him up in director's chairs on
the stage and our whole org would
shuffle in and we'd all sit there for
like an hour hour and a half however
long he can go without having to go to
the bathroom and we would get to ask
these people in the director's chairs
you know so what do you think of our
stuff and one of them they'd look at
each other and one of them would say
well you know we kind of think it's okay
but boy it really could be better in the
following 57 dimensions and we'd all
look at each other just like the amazon
folks the amazon teams did we look at
each other except we were saying
that's never going to get fixed we knew
it was never going to get fixed because
we couldn't do anything about it because
of blockers i'm going to talk in
specific gory detail about the kinds of
blockers that exist in google cloud and
exist in other places all over
i've got buddies people have left google
friends who are telling me the same
horror stories and other companies it's
everywhere but we knew it wasn't going
to get fixed because you can't fix stuff
because google cloud has an execution
problem because they don't put the
customer first it was innovative that we
even brought them into the building in
the first place once a year compared to
grab go to ground every day and aws have
a person in their office
an engineer sitting there in their
office taking notes begging please tell
us what we can do better so night and
day right
so now let's now let's talk about
microsoft's build conference and then we
will uh we'll wrap
uh i mean i really could talk about this
stuff in much more detail um
but you know time constraints
we can revisit if it's a popular topic
um a couple of months after re invent
which re invent was just mind blowing
it's across the board i was just like
i couldn't believe what i was seeing uh
the first useful conference ever so i
went to microsoft bill and i was like
hey maybe all conferences are good these
days
and microsoft build was in the
washington state convention center and i
also had to go to that because it's like
five minutes from my house
and so of course it made sense and we
were using some microsoft uh stuff
off of their cloud and by the way just
you know up front hey um you know all
the folks i worked with at microsoft in
in azure the cloud they were really
smart and they were cool and they're
professional and they were humble and
they were nice and they were um
very accommodating they were they were
great hosts i hope that we were good
guests uh and uh you know don't want to
disparage anybody in microsoft cloud
because they're they're working you know
well
um
they're not amazon
and they know it right and you know they
they know they're so far behind that
it's it's almost comically bad
um but but you know they're trying
really hard uh so but i went to the
conference uh because that was those
those were meetings that i had like on
you know in redmond in on microsoft
campus
uh but the conference the build
conference is this big vague fuzzy
directionless pointless kind of
parade sort of a fair ground where
basically a bunch of random people show
up and they give random demos they're
trying to i don't it's it's back to the
old conferences that i hate kind of
model where they're giving just random
demos that are not useful to you so it's
like uh you know it's like when you go
to disneyland with your family and you
decide that maybe just like you're going
to spend a few minutes in you know in
walt disney's imaginarium where you can
see his vision of what the 1950s thought
the future was going to be like and what
you know a a modern home might be like
you know and
you know you go in there and it's
air-conditioned and you're like okay
i'll hang out for a while but it's not
fun and then you go back to the rides
right
that's kind of what microsoft build was
like their their expo was just a bunch
of random people most of them with
macbooks uh giving demos of random stuff
that they did it wasn't cloud focused it
was a hodgepodge a mishmash now satya
nadella you know who's you know he
really is brilliant and he's you know
he's an amazing leader he's kind of a
magician
uh you know
uh he came from microsoft cloud and he
knows microsoft cloud is their business
it's their future like nothing else
matters at this point windows in office
you know and they'll they'll drag on
maybe for another 10 years you know and
they can eat some more revenue out of it
but it's kind of over and they know it
and they're not innovating anywhere else
they're trying and they're failing it's
cloud that's their only shot at staying
alive oracle's actually in even worse
position but in the same position right
they just they just have it worse
oracle's dying quickly and they know
they need to get in the cloud and they
can't because they have a terrible
execution problem
so so we go to build and satya gives his
keynote remember i told you about the
three components of the conference and
how they were all amazing
and then let's talk about how they
happened at microsoft
so i went to the keynote
and i was excited because andy jassy's
keynote was just mind-blowing okay and i
was like i want to see what microsoft
has launched in the past year let's see
let's compare their progress
and satya nadella stood up there and he
gave a keynote
uh and the keynote was pretty short and
it was about how
they were proud to announce
that microsoft had partnered with
starbucks
and that the starbucks was using
microsoft machine learning algorithms
to be able to tell you where your
espresso beans came from
and that was the keynote
and it was quite frankly
embarrassing to be there it was
embarrassing to watch i was embarrassed
for them i was embarrassed for myself i
was embarrassed for everyone else in the
audience
you
i i mean
what the hell
and uh so i was like okay well uh you
know that maybe the keynote isn't really
the right way to measure the success of
a of a developer conference maybe
they're maybe they
they fell a little short there unless
you're a really really big espresso bean
fan uh but you know uh maybe the other
areas and to be fair you know in one
area which is the team meetings where we
got to meet with the teams same thing we
got to meet with the teams they were
real nice to us they were competing for
our business from aws
they wanted us i think as a um
just to show off just like they could
show off starbucks right they didn't
care how big we were we were just
southeast asia but they were still very
nice and we had good meetings with them
and they you know they offered to go fix
things uh don't know how how much
progress they made on those things so be
curious
but the the third pillar which i only
briefly touched on right was the the the
vendor
booth the floor
which is kind of like you know when you
go to the state fair you go to a you go
to a big event you know uh
an art fair or a crafts fair or
something where there's like there's a
bunch of space where people can can pay
to have a booth
right like a little tent a pavilion or
whatever and you know like buy to
seattle you can go get food and of
course the measure the yardstick of like
how successful your event is and and
whether your venue was worth the money
is how many vendors showed up
and then you know in turn that'll drive
you know people showing up
so my buddy uh my buddy who's uh now
ebay and i hope to get him on the show
too
he says uh he's with me there at the
microsoft build conference he goes yeah
let's go check out the vendor pavilion
because you know what that's how you
tell how successful a cloud is or any
platform for that matter he was right he
says you know it's a you can see if
there you know if there's a if there's a
lot of let's say there's a lot of
database companies there okay and
they're all saying hey use our database
on microsoft azure
what that means is that azure doesn't
have good enough databases
because there's a bunch of third-party
vendors going hey pay us a bunch of
extra money on top of your regular cloud
bill for our better database than the
one that microsoft has and there's all
kinds of different you know
uh parts of a cloud that could
potentially have third-party offerings
that compete with the core cloud and
amazon of course had all of them and so
we went to microsoft to see what holes
they had what was missing from their
lineup and we went in there and it was
just like it was like the old west the
tumbleweed rolls by and we were a couple
gunslingers and the town was completely
empty and we were like
you know like we could hear the
the spaghetti western music playing it
was empty there was nobody there i'm not
talking about people yeah there were no
people there just people random people
wandering around it looked like a
carnival but there were no
companies there there were no offenders
there were like four like total like i
knew some of them personally they're
like oh hey steve i'm like oh yeah hey
what are you doing here and they're like
you know because there was there was no
point because there's like there's a
marketplace at work here and
marketplaces require buyers and sellers
and you have to have a lot of buyers and
you have to have a lot of sellers you
can't have one or the other with that
imbalance
half of them will evaporate
and sure enough i don't know if it's
because microsoft cloud doesn't have
enough customers or because microsoft
cloud's really bad because they're not
enough vendors but for one reason or
another all of the booths at the
pavilion were filled with microsoft
teams it was like whoever planned it was
like oh my god we didn't get anybody to
sign up for this thing so get your team
get in there and just pretend to be a
third party sort of right and so they're
waving like hi you know we're we're a
microsoft team that you know is here in
the vendor floor and it was 80
microsoft and i we were floored we were
like there's not a hole in their cloud
their cloud is a big gaping hole the
whole thing
and you know so we left you know very
disappointed the whole thing i mean
honestly if they they did more brand
damage you know certainly to me as just
a developer who uses cloud i use
google's cloud but it doesn't matter um
you know
the whole point of a dev conference as
far as i know is to build you know brand
excitement and enthusiasm for the for
their for their brand for the microsoft
brand the azure brand
they did more damage to that by having
that conference that that that i gave
feedback on and i'm sure they didn't
read it uh
then then if they hadn't had the
conference at all i mean seriously they
should they should just pass why wasn't
even why wasn't it about cloud if cloud
is going to be their business going
forward their only hope right obi-wan
their only hope is cloud and yet they
had all this other stuff
right and i'm sure part of this is
because of the disease that we're going
to talk about which is that a lot of
teams get big and they have a lot of
sway when they shouldn't
so anyway this has been our episode
about corporate customers to recap
i became a corporate customer of a cloud
at a
fairly medium-sized company grab for the
first time in 2018 and i continued that
relationship with amazon through until
the pandemic started uh i was blown away
by how um
customer obsessed
i mean it's such a cliched term and yet
i was blown away that they were sitting
there asking me what
i wanted their roadmap to be and and but
you know what i wasn't surprised because
that's exactly how they treat their
retail customers right that you're the
retail customers in aggregate are voting
for what's next for amazon
and uh
and once you reach that point i'll tell
you when you're done because amazon's
like done in a sense okay
done for the day say
the the the guy sitting you know or the
gal sitting at the table near my desk
from amazon who i could ask questions to
day in day out month in month out right
the entire time we were aws customers
they were done
and they had done their job and they
could feel good
when we said
we're good
thank you you've done
so much great stuff for us and we really
can't think of anything else that we
need at this time
not even speculative we just we're good
that's when you know you're done and
that's when you break through
into this new you know green field you
know sort of innovation space where you
can say wow our customers literally have
everything their heart could desire that
they know about that they can think of
uh let's start thinking of things for
them
which is what google started with
remember google's like i'm telling you
i'm telling you there were google teams
that would go in and design something
and then a product manager from another
company there's a really good pm from
microsoft and she came in and she was
like she was
just rocking in google cloud and she got
attached to this one project
and she came to me and she said they
just went into a room and designed
something that's completely unusable and
nobody would want it and they didn't ask
anyone and she had to she had to go in
and she had to slap him around and say
you need to start over again and this
time make sure there's a customer in the
room with you
and they were like huh
you know because google it's all about
also the customer
also we do customer we talk to customers
sometimes too
it's night and day