Podcasts Technology Exponent Episode 164 Valuing Value Chains

Episode 164 Valuing Value Chains

Published: March 1, 2019, 8:32 a.m.

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 \u2014 Stratechery Ben Thompson: Walmart\u2019s Earnings, Walmart\u2019s Grocery Business, Amazon\u2019s Grocery Stumbles \u2014 Stratechery Daily Update Ben Thompson: Amazon the Black Swan \u2014 Stratechery Ben Thompson: Amazon\u2019s New Customer \u2014 Stratechery Ben Thompson: Walmart and the Multichannel Trap \u2014 Stratechery Ben Thompson: Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy \u2014 Stratechery Ben Thompson: The Amazon Tax \u2014 Stratechery Ben Thompson: Venture Capital and the Internet\u2019s Impact \u2014 \u2026 Continue reading Episode 164 \u2014 Valuing Value Chains