Ben Thompson / James Allworth
Episode 164 — Valuing Value Chains
1 hour 6 minutes Posted Mar 1, 2019 at 12:32 am.
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Show notes

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


  • 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


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