Amazon buys the agent that runs software.
Amazon pays 11x your 2026 market cap. The agent's first act inside AWS: it moves a customer's builds to Google Cloud, because they were cheaper.
The Buyer: We bought it to sell more cloud. It sells the best cloud. Sometimes that's ours.
The Buyer: Our board asked if we could make it prefer AWS. Customers would leave by Friday.
Outcome: Won the relationship
A neutral agent is worth most to the company it won't favor. Amazon paid for that, and now has to live with it.
One path that gets here
A · We'll sell Rovo on every seatB · Stop fighting GitHub. Open Jira to every agentB · Every ticket teaches our agent. Use thatA · Then Rovo runs everything. Every toolA · Take Amazon's offer