Supply Chain Integration

topic on 1 show · 1 statements across 1 episodes

All-In

1 statements about Supply Chain Integration, every show

ALL-IN Prediction Not checkable as stated
Friedberg: Product companies with strong balance sheets will vertically integrate supply chains
“But you're increasingly going to see the businesses that have a balance sheet Step up and actually start to integrate their supply chains rather than be full stack. More, more recent is kind of this disparate set of service providers, each of which is only kin…”
David Friedberg Oct 16, 2021 ▶ 23:56 E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

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