Clarke Rodgers:
For sure. Let's switch gears a little bit to customers. You meet with a lot of customer CEOs. What are they talking to you about in terms of security, not only what they should be doing, but how AWS is helping them?
Matt Garman:
Yeah. Look, there's the obvious kind of things. I think people are worried about takeover attacks and things like that. And I think that there's a lot that we can do to help continue to help customers on that front. I think one of the things though that increasingly customers are worried about is realizing that one of the bigger assets that they own and the most important parts of their IP is their data. And so thinking about how do they have protections around their data in a way that ensures that it doesn't leak out? It's security in a different lens, but it is important as you think about AIs, as you think about analytics, as you think about this broad set of data. It's both how do you ensure that people within your own company and external to your company, you can protect the data in the right way. And some of that's your own customer data. It's personally identifiable information. It might just be proprietary enterprise data that you have that is core to what you do.
And I think increasingly that is a super important area that people are worried about because I think if that data leaks out or it ceases to become proprietary for them, I think a lot of customers realize that that's a big chunk of what makes it valuable. And so that is an interesting area that I think folks will continue to think about. And then I do think that there is another lens, which I think we're helping customers on is just how you think about where data should live, and you think about data sovereignty and how you think about encryption and you think about who owns encryption keys. And there's a lot of... Some of that can make your system much more difficult to operate, and some of it totally makes sense to do, even if it does. And so I think it's a different level of decision where it's not a one or a zero decision. It isn't one of those decisions where there's an obvious right or wrong answer.
But I think our job is to help customers understand how they can balance some of those things where if you have data sovereignty concerns where there's increasing regulatory environment where data can't leave a country or shouldn't leave a country, but how do you operate a global company under those constraints? And thinking about that, maybe it's a close neighbor to security, but it is kind of a security control.
Clarke Rodgers:
For sure. So protecting data and actually getting it into the cloud can make it easier to protect the data in the first place. And that is also one of the most baseline requirements that people need to take advantage of, things like generative AI. If your data's not in the cloud, you can't use a lot of these awesome generative AI tools that are out there.
Matt Garman:
It's a super interesting area where I think if I look back 18 years ago, everyone was super worried. They're like, "How can I trust the cloud? How can I be more... Is the cloud secure? I'm in a multi-tenant environment that seems scary." And now I would say the vast majority of customers have flipped and actually realized that they're more secure in the cloud. We have more capabilities. We spend billions of dollars building security into that space. They don't do that in their data centers.
Clarke Rodgers:
Correct.
Matt Garman:
And that is a big difference. It's been a big shift. And so I think there still is a lot of work for many customers to do that migration and modernization and get to where they want to be in the cloud. Actually, most customers, if their data is on-prem, it is less secure, right? They're more susceptible to hackers and other attacks and things like that. And they can't take advantage of many of the greatest, the new cool technologies around generative AI, around data and analytics, around new capabilities from compute and storage and other things like that that we're rolling out. They're kind of stuck on legacy, infrastructure and technology.
Clarke Rodgers:
Under that lens, are you having more of these migration and modernization conversations with customers?
Matt Garman:
Yeah. It's a huge tailwind to the growth of the business. And I think increasingly customers realize this and they just want to go faster. And so it's part of why we've invested in things like Q transformation that helps modernize some of those kind of legacy data stores, things like mainframe or VMware or any of those things and helps move to the cloud faster.
Clarke Rodgers:
And secure.
Matt Garman:
I think that's a big one. And so moving to the cloud and getting to a cloud world helps with security. Getting off of Windows helps with security. Getting into a more modern architecture helps with security. Those are important moves that people know are risks today. And it is, I think, helping spur people to move more quickly.
Clarke Rodgers:
Do you have any advice to the customer CEOs that you engage with on what are the types of questions they should be asking their security teams?
Matt Garman:
There's a whole host of things. I think, number one, when you're picking a cloud provider, how are you thinking about the history of security and what has been the track record? And how do you know that the things that you're moving into have that right bar? And it really is that culture of making sure that every new product and every new offering and every new thing starts with a foundation of thinking about the security of the customers. And then I think it's also from a customer perspective is how are you building up the culture?
Because it is true, it is this shared model. And so that's a super important part of us working together. And we work with all of our biggest customers to ensure that they have the right architecture, that they have the right setup, that they think about how do you think about a root account versus their account permissions and how they think about their IAM permissions and how do they think about encrypting their data and protecting their account keys and things like that. And that the customers have to do that piece too. And so CEOs, I would recommend that they should have a process similar to this, which is the one we talked about, that weekly security, just driving that best practice of there are parts of the security in AWS that you can absolutely rely on, and that is our responsibility.
Matt Garman:
And you don't have to worry about. There's a lot of parts that you just don't have to worry about. You don't have to worry about data center security. You don't have to worry about any of those things. You don't have to worry about hypervisor security, all those kind of pieces that are ours, we got. But there are a bunch of them that are in the application space that companies do have to worry about. And for that, it's just as critical that they have a similar type of mechanism where their CISO is looking every single week and is highlighting where they think they can raise the bar in their application security. And by the way, we'd love to be partners as part of that.
Clarke Rodgers:
For sure.