> Imagine if humanity stopped innovating and kept optimizing how to build the best ice supply chain.
Now imagine the ice industry moving on while the supply chain adapts to frozen produce, there is a weirdness about each of the method. Most companies would let someone else do startups within a vertical, while trying to consistently make returns on horizontal tech. This is most likely to happen in increasingly strong recessions and tight budgets.
Hypothesis: (a) abnormal claims of easy vertical integration is always suspect, (b) horizontal integration is only possible when generics/outsourcing can be of higher quality at a cheaper price, (c) the change in direction corresponds to "Kuznets Swing" or the infrastructural economic cycle. https://studio.ribbonfarm.com/p/perpetuated-betahttps://archive.ph/avQU1
> Imagine if humanity stopped innovating and kept optimizing how to build the best ice supply chain.
Now imagine the ice industry moving on while the supply chain adapts to frozen produce, there is a weirdness about each of the method. Most companies would let someone else do startups within a vertical, while trying to consistently make returns on horizontal tech. This is most likely to happen in increasingly strong recessions and tight budgets.
Hypothesis: (a) abnormal claims of easy vertical integration is always suspect, (b) horizontal integration is only possible when generics/outsourcing can be of higher quality at a cheaper price, (c) the change in direction corresponds to "Kuznets Swing" or the infrastructural economic cycle. https://studio.ribbonfarm.com/p/perpetuated-beta https://archive.ph/avQU1