vertical integration
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 14, 2021 by Rafael Ilishayev · across every show →
Everything said about vertical integration, oldest first
Jun 14, 2021 positive
Ilishayev: Vertical integration is essential for viable instant-delivery unit economics
“The only way to effectively solve this problem for both consumers, which is first and foremost, and then ultimately unit economics, is by vertically integrating. So owning the entire experience end-to-end, owning the micro-fulfillment centers, the inventory, a…”
Jun 24, 2024 bullish
Luan: Vertical integration pressure will merge model builders and chip makers
“That's my expectation. To me, like what's interesting about AI from a business side, right, is like it forces the question of like, what Companies or offerings are going to be bundled or integrated and which ones are going to get unbundled. And I actually thin…”