Value Chain
topic on 4 shows · 4 statements across 4 episodes
the Knowledge Project 
Capital Allocators 
the a16z Podcast 
All-In
4 statements about Value Chain, every show
Friedberg: Rapid AI model commoditization will shift value creation elsewhere
“At the end of the day, if model performance continues to improve, get cheaper, and it's so competitive that it commoditizes much faster than anyone even Thought. Then the value is going to be created somewhere else in the value chain.”
Mauboussin: Markets Are Slow to Price Value-Chain Earnings Spillover to Suppliers
“If you think about a value chain for an industry, so companies and suppliers and so forth, that if one part of the value chain, so for example, if a customer does poorly in an earnings report, for instance, it likely indicates that the supplier is going to do …”
Feld: Complex value chains create stronger local startup advantages
“It's, the more complex the value chain is between the end customer and the supplier of the product or the manufacture of the product. And the more complex that is, the bigger the local advantage.”
Establishing a new integration point forces the surrounding value chain to unbundle
“If you find a point of differentiation, a way to integrate in a value chain, you can
Build a new value chain, such as the rest, you build a new bundle, and everyone around you unbundles and aligns themselves to you.”