supply chain integration
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 16, 2021 by David Friedberg · across every show →
Everything said about supply chain integration, oldest first
Oct 16, 2021 bullish
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…”