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Jassy's annual letter points to e-commerce and AWS as the two units that could each reach that size, based on the current revenue base.
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Andy Jassy saying Amazon will have two $1T businesses in next 5-10 years looks very doable based on these two stats from his annual letter: ▫️Amazon e-comm at $600B (but 80% of retail is still in physical stores) ▫️AWS at $140B+ (but 85% of IT spend is still on-prem)Read original on X
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