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E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
All-In with Chamath, Jason, Sacks & Friedberg
Are You Seeing a Change in the Business Model?
Amazon is affected in a different way because they operate this physical supply chain business. They're delivering goods to people's homes that people are buying. Microsoft, Google, and other kind of software companies have a little bit of a different calculus. It's not as acute as what Amazon is dealing with.
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