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The Most Important Thing

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Sam Mendoza

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Prediction: Amazon will spin off Amazon Web Services. For years, Wall Street analysts have called for Amazon to spin off its AWS cloud computing business, but former AWS CEO and current Amazon CEO Andy Jassy always dismissed the idea. We think that will change, partly because of growing regulatory scrutiny on Amazon. A key factor will be that AWS CEO Adam Selipsky previously took Tableau Software public and is a trusted Jassy lieutenant.
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