Episode 164 — Valuing Value Chains x6ox

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 Podcast Information Feed iTunes SoundCloud Twitter 2t5t1f