2/14/2026 at 4:01:04 AM
I am very interested in understanding what happened at Amazon, partially because I worked there and I loved many aspects of my first years. But I'm not convinced Mark is correct about the causes. I joined amazon devices (under the group that is now the consumer robotics org) in 2020, before Bezos had left, and I have two contrasting feelings about it. First, it was exciting, and seemed like a place you could do great things. But second, it was obvious to me that we had made many many clearly bad business decisions, even while Bezos was still at the wheel. At great expense, we made Astro, which was basically Wall-E without arms, or if you prefer, a robot dog. It wasn't useful. I would complain to coworkers that it wasn't useful, and they'd say "nobody thought the iphone was useful at launch either". I think this betrays/betrayed a damning lack of understanding about the product and the problem space. I was not involved in the market research, but I cannot believe that the failure was unforeseeable.I don't have great on the ground knowledge of all of Amazon's endeavors, but at least in my experience on the consumer robotics org, I feel the failure was _not_ a risk averse attitude, but rather a cavalier attitude towards business ("of course we'll succeed, because robots!"). And it wasn't the absence of Bezos that led to the fall -- the fall was already beginning before he left. Personally I suspect Bezos stepped away because he could feel the trajectory tilting downwards, rather than the downward trend happening because of Bezos leaving. What caused that trajectory to tilt downwards? I really feel I don't know.
by pinkmuffinere