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The other thread about earnings was talking about moats and this is a big one. The dinosaur car makers have many layers of entrenched suppliers all optimizing f
by imglorp 5y ago
The other thread about earnings was talking about moats and this is a big one. The dinosaur car makers have many layers of entrenched suppliers all optimizing for just-in-time. If you do enough in-house you can redesign around shortages instead of depending on some contract 3 parties removed from you.