The dude has been an abject failure, completely fumbling AI. The effects of this will begin to appear over the next 1-2 years when AWS will start falling behind on AI investments from their customers.
He has been at the company for almost 5 years and the stock is up less than 50% in 5 years when SPY is up 85% during this time.
Bezos fucked up by passing the torch to a bean counting, cost cutting MBA CEO during one of the most transformative, capex heavy tech waves in decades.
And the company is crumbling from the inside. Amazon’s compensation is significantly lower than its big tech peers (thanks to the dead stock) and it’s bleeding top talent left and right. This impact will begin to show in a year when new investments in AWS from customers slow down compared to Google cloud. This is what happened to intel in the mid 2010s, their stock started massively underperforming Apple, NVIDIA, Qualcomm etc and top talent left in droves, making the company completely uncompetitive in 5 years.