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17 results for “vertical integration”
Concept2 mentions across episodes
Vertical integration
...integration and why it matters? Yeah. I think as we started to scope more and more vertical integration even, like, outside of, like, going further upstream in the supply chain, the thing that's really interesting about vertical integration is you fu
11:16 / 12:33
from transcript11:16 – 12:33
...thinking about vertical integration and in so many industries you see going from the disruption happened when you go from vertical to horizontal, like this is what happened in the PC industry. You know? And and I started thinking about why. And I thi
2:09:01 / 2:10:11
from transcript2:09:01 – 2:10:11
...and the vertical integration plans of these founding teams or the startups. Because, unlike software, when you pass through a one way door in the physical world, it's usually very expensive.
14:55 / 16:01
from transcript14:55 – 16:01
...of vertical integration ultimately was the incentive structure misalignment where suppliers and partners weren't incentivized to invest in scale at the rate that we wanted them to invest in scale. They weren't incentivized to innovate at the pace tha
11:52 / 13:01
from transcript11:52 – 13:01
...it vertically integrated. Oh, boy. I think there's actually a great tech repost on the fact that this is not vertically integrated, that they they do make
2:10:26 / 2:11:31
from transcript2:10:26 – 2:11:31
...to be vertically integrated. Is that sort of your premise? Absolutely. I think there are certain areas where if you are not vertically integrating,
14:14 / 15:15
from transcript14:14 – 15:15
...more vertical integration or more horizontal specialization? You know, historically, we've seen both. And what's interesting is we're already seeing both now. Right? Apple, of course, has just been historically vertically integrated. Microsoft and In
41:54 / 43:02
from transcript41:54 – 43:02
...a vertical to a horizontal organization of this. So I may be too reductive about this, but to me, their pricing makes perfect sense even from a purely Machiavellian shareholder value kind of perspective is that that allows them to get a customer
52:29 / 53:30
from transcript52:29 – 53:30
...the vertical integration, I think that's an interesting industry debate in my opinion. Yeah. Because if you look at the last two industry waves, the PC and the They desegregated. Yeah. Right? It was all about horizontal desegregation. Maybe. Maybe. L
37:30 / 38:31
from transcript37:30 – 38:31
...SaaS today? I don't think so. By the way, some people often use the word vertical to mean functional. I like sales is not a vertical, it's a functional. Vertical means for insurance or for health care. In those areas, what I think the trend is that o
1:12:46 / 1:13:47
from transcript1:12:46 – 1:13:47
...vertical, it's a functional. Vertical means for insurance or for health care. In those areas, what I think the trend is that once you become the dominant solution, it's actually easy for you to vertically integrate. Like, give you an example. Veeva i
1:11:58 / 1:13:28
from transcript1:11:58 – 1:13:28
...AI moving into multiplayer mode, where multiple humans and multiple agents collaborate inside a workflow with explicit trust rules and a command center interface that separates what agents can execute for what humans need to review. Here's Alex. My b
11:13 / 12:20
from transcript11:13 – 12:20
...of integration. And the learning. And it's I mean, banking, you know, in some ways, it's simple. In some ways, it's wildly complex. An employee in a branch, the problems that you might walk in. Right? You say, oh, I rarely go into a branch or I don't
24:41 / 25:45
from transcript24:41 – 25:45
Now there's a lot of COGS. Like, this isn't SaaS revenue No. Yeah. Yeah. We're talking about. And there's particularly a lot of COGS because one of the things they learn from doing this and one of the reasons the companies merge, they first kinda lik
1:00:45 / 1:01:49
from transcript1:00:45 – 1:01:49
some areas like mortgage servicing have been able to turn areas of their business from 5% margin businesses to 50% margin businesses. And you imagine doing that across your company as quickly as possible is gonna make a much bigger difference against
9:42 / 10:46
from transcript9:42 – 10:46
...vertical software businesses to get to 60% market share, it's the it's the virtuous cycle of market leadership. And what I mean by that is once you establish yourself as the market leader, because the needs of buyers in the vertical market tend to be
3:00 / 4:04
from transcript3:00 – 4:04
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