This is a bit too generic for my taste. I overall agree with the value chains he outlines for each company, but it gets too general when trying to say why Amazon is failing at groceries and Google is failing at Cloud.
I know there's something else he's trying to say, but all I read is "it's outside of their core competency".
I know there's something else he's trying to say, but all I read is "it's outside of their core competency".