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This is the age of vertical integration in technology. Truly astounding to see, and not something we've witnessed much of historically. Personally I think a l

This is the age of vertical integration in technology. Truly astounding to see, and not something we've witnessed much of historically. Personally I think a lot of it is being driven by the comoditization of advanced chip fabrication. Now with TSMC you can actually have better manufacturing capabilities than Intel. A situation we've not been in for over 30 years.

artyomavanesov 7y ago
> Personally I think a lot of it is being driven by the commoditization of advanced chip fabrication. That's an interesting perspective. With mobile device chip manufacturing being modularized, Facebook is able to integrate forward with the end user by combining software (i.e. their portfolio of apps) with consumer electronics. Aggregation theory at work: https://stratechery.com/2015/aggregation-theory/ https://stratechery.com/2015/aggregation-theory/
aaronblohowiak 7y ago
> not something we've witnessed much of historically. Goes in cycles. Xerox, hp, ibm