Epizódjegyzetek
Today Grant reads his latest essay on the topic of vertical integration.
Vertical integration has been the topic de jour the last few days — leading to some energized back and forth on X. One position that kicked off the frenzy centered on the idea that “too many startups vertically integrate without any real strategic reason.”
Honestly we’ve enjoyed it. But I think a lot of the conversation is missing something fundamental. So I want to share how we think about it at Cantos, informed by what we’ve seen work (and not work) across our portfolio and the broader ADCU.
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