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5min chapter
Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business
Acquired
The Advantages and Disadvantages of Diversification
The two by two matrix shows the different needs, skills sharing, same skills are not same. 90% of the value in the S&P 100 came from co-action. Netflix into streaming is reinvention. It can happen. There's some advantages, but there's more disadvantages. And data supports that unrelated diversification is typically not a great thing to do.
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