The key to AWS's success was the conviction that it would tap into an infinitely large and growing market for cloud computing, driven by exponential demand for computing power.

Investors often mistakenly focus on predictable revenue growth, while the most significant impacts often come from unpredictable innovations like AWS.

We weren't prepared for rapid growth when a key opinion leader shared our program, leading to 2,000 sign-ups overnight, which we struggled to manage in a timely manner.

Amazon's evolution from an online bookstore to the largest data center provider illustrates how unpredictable innovations can drive a company's market value, with AWS being a prime example.

We're experiencing 26% month-over-month growth, which means in 12 months, we could be 16 times bigger than we are now, indicating rapid expansion.

Azure's development began around 2005-2006, as AWS was gaining traction, and we recognized the need for a cloud platform to compete effectively.

Amazon's creation of AWS in 2006 was initially seen as a terrible idea, but it turned out to be a pivotal moment in modern business history, demonstrating the potential of cloud computing.

Initially, we hired too slowly, which contributed to our rapid growth from $0 to $100 million ARR in just a year and a half.

I think the rate of adoption in the enterprise will be faster than people realize, and we will break the convention that enterprises are slow adopters of technology.