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Vertical integration
96
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Search complete. 96 mentions across 24 episodes found for "Vertical integration".
Oct 30, 2026
speaker_3HOST
Electric vehicles shatter this century-old playbook.
speaker_3HOST
In this new world, vertical integration is necessary.
speaker_3HOST
While gas cars are built as compartmentalized mechanical machines, EVs are software-led unified systems where most parts are made in-house.
speaker_3HOST
EV makers embrace manufacturing and willingly invest billions upfront to control the consumer experience, accelerate innovation, and own as much of the supply chain as possible.
11 MINS LATER
speaker_3HOST
The only way out is to buy clean energy credits from an EV maker, since their zero-emission vehicles grant an annual surplus.
speaker_3HOST
The legacy automakers were effectively forced to fund the very company that was disrupting them.
speaker_3HOST
These clean energy credit sales are what's financed Tesla's vertical integration.
speaker_3HOST
Today, EVs are the present future and nationalism has only intensified.
Douglas KnightGUEST
Well, thanks very much for having me, Kerry, and it's much appreciated.
Douglas KnightGUEST
The major drivers really are Just a whole of industry transition that's occurred over the last 20 to 30 years with the industry changing from one is that a custom feeding type business to more of a critical vertical integration component of any paddock to plate operation and We're seeing many of the big players out there, mostly private operations with some corporates, been very, very active in the market over the last two to three years.
Douglas KnightGUEST
And short term, it's all positive, really, with the industry itself.
Kerry LonerganHOST
Now, the major factor, as Economics 101 will tell us, the major factor in any boom is invariably demand.
12 MINS LATER
Douglas KnightGUEST
Yeah.
Douglas KnightGUEST
And they're existing producers that are looking to that final value-adding component to their product that they're selling.
Kerry LonerganHOST
Someone's doing a good job preaching vertical integration, I think.
Douglas KnightGUEST
Well, you know, it really is the only effective way to go.
JimmyHOST
Daniel talked about them being vertically integrated and where they're going to be in five years.
JimmyHOST
Do you think vertical integration that they've kind of put together is a bonus? Like, do you like to see that in a brand or do you not care?
JamesHOST
Well, let's crown heads isn't vertically integrated and you're a crown head, not hugger.
JamesHOST
So does it really matter? I think, I think what matters is the end product.
Julio QuinteroHOST
And also, sorry, Chris, before you're moving forward, I think to emphasize something that Brooke just said, that I think it is important.
Julio QuinteroHOST
Vertical integration is something that I think is giving you the opportunity to be more profitable because you have this small cash house inside your facility and it's profitable right now.
Julio QuinteroHOST
So I think it's also something that we need to think about it.
Julio QuinteroHOST
How vertical integration can help us to surpass these type of issues that we are seeing right now.
Julio QuinteroHOST
Now, how easy is to do it?
ChrisGUEST
Yeah.
ChrisGUEST
So you're not wrong, right? I mean, vertical integration is going to make you cheaper to the market, right? I mean, that's going to happen.
ChrisGUEST
The problem is, is that in America, Brooks got to pay for his own vertical integration.
Michael ElefanteGUEST
So they're like, well, why don't we just bring that in-house? And we brought procurement in-house.
Michael ElefanteGUEST
It's like all these things started getting vertically integrated so we could serve the customer better and also just help scale more efficiently over time.
Michael ElefanteGUEST
And it's more profitable for us as well.
Brian LuebbenHOST
I love it.
MichaelHOST
By controlling more of the process, these companies can capture more of the value chain, reduce reliance on third-party operators, and even charge competing haulers to use their landfills.
MichaelHOST
This is vertical integration, and it's a major source of competitive advantage in the waste industry.
MichaelHOST
But as we'll see, the three companies take different approaches to how much of that process they need to control to generate attractive returns.
MichaelHOST
Fuel recovery is another part of the local economics.
Rob LottHOST
Over the past two decades, consolidation has reshaped American health care, with hospitals growing into large systems and increasingly launching their own insurance products.
Rob LottHOST
These provider-sponsored health plans are a form of vertical integration, raising an important policy question.
Rob LottHOST
Does combining the payer and provider functions drive up prices through market power or down through greater coordination and efficiency? Now, one important way to begin to address these questions is to look at differences in negotiated prices for healthcare services between provider-sponsored health plans and non-integrated insurance plans.
Rob LottHOST
And that's exactly the kind of work we're here to explore on the podcast today.
Mitchell MeadGUEST
So there's been all these pushbacks that have both incentivized the integration of insurers and providers, as well as swinging them away from integration.
Mitchell MeadGUEST
And so that kind of brought us to another defining moment, which was the ACA.
Mitchell MeadGUEST
And I think it was overall thought that the ACA was going to further incentivize vertical integration through all these value-based care models that really pushed the idea of aligning outcomes and operational efficiencies with reimbursement.
Mitchell MeadGUEST
And so surprisingly, there wasn't much literature or investigations being done since the ACA to try to put a number on this and a trend that has happened since then.
Stephen BarnettHOST
So they really want to bring this whole thing in-house.
Stephen BarnettHOST
And again, if you think about Elon, his strategy with cars... bring everything, vertical integration, bring everything in-house, no outsourcing, build from first principles.
Stephen BarnettHOST
Theory about rockets, exactly the same.
Stephen BarnettHOST
He's going to try and do this with the AI stack.
Paul MarksHOST
We've got a terrific show lined up today with a wonderful guest who's right in the middle of today's topic.
Paul MarksHOST
And today we're discussing the vertical integration advantage.
Paul MarksHOST
Joining me in the studio is a longtime multifamily history veteran, the fabulous Jeff Weller, co-founder and co-CEO of Lion Real Estate Group.
Paul MarksHOST
Welcome, Jeff.
Paul MarksHOST
Thank you for having me, Paul.
Paul MarksHOST
Yeah.
Paul MarksHOST
So the vertical integration advantage, it's an intriguing title.
Paul MarksHOST
What does that
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