Vertical Integration for Higher Value Capture

I do think that there will be causes applications that like outsource a very specific part of their you know their application stack to another entity. There are lots of good reasons why companies vertically integrate and where it makes sense versus where it doesn't make sense. That's going to tease into to next episode as well where we really get into the weeds of like what are the different different trade-offs right between these different models.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app