Tier 1 suppliers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 14, 2025 by RJ Scaringe · across every show →
Everything said about Tier 1 suppliers, oldest first
Oct 14, 2025 bullish
Scaringe: Vertical integration becomes a huge structural cost advantage at scale
“When you're producing less than 50,000 units a year, the engineering fixed cost and the operational fixed cost to run that is very high, so it's a structural cost challenge. But you reach an inflection. Well, just to run an engineering team to engineer all tha…”