Acer
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 4, 2022 by Avichal Garg · said 1 times in 1 episodes since 2022 · across every show →
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Aug 4, 2022
Garg: Value chains form a U-curve where middle integrators get squeezed
“What you can visualize is sort of a U-curve, which is to say that if you're on the far left and you really own the user relationship, you can capture a ton of value. And if you're on the far right, you have some CapEx-heavy hard technology problem. You can lik…”