Episode 159 — Inverted Pyramids

Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and AWS versus Microsoft.

Links

• Ben Thompson: AWS, MongoDB, and the Economic Realities of Open Source — Stratechery (stratechery.com/2019/aws-mongodb-and-the-econo…)

• Ben Thompson: How Google is Challenging AWS — Stratechery (stratechery.com/2016/how-google-cloud-platform…)

• Satya Nadella on Microsoft — Stratechery Daily Update (stratechery.com/2019/satya-nadella-on-microsoft)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

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