Episode 164 — Valuing Value Chains

Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities.

Links

• Ben Thompson: The Value Chain Constraint — Stratechery
• Ben Thompson: Walmart’s Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Daily Update
• Ben Thompson: Amazon the Black Swan — Stratechery
• Ben Thompson: Amazon’s New Customer — Stratechery
• Ben Thompson: Walmart and the Multichannel Trap — Stratechery
• Ben Thompson: Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy — Stratechery
• Ben Thompson: The Amazon Tax — Stratechery
• Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery
• Facebook Mulled Multi-billion-dollar Acquisition of Gaming Giant Unity, Book Claims — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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