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
• Ben Thompson: How Google is Challenging AWS — Stratechery
• Satya Nadella on Microsoft — Stratechery Daily Update

Hosts

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

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