The Minutes of David Sacks on vertical integration https://minutesof.com/david-sacks/on/vertical-integration/ Everything David Sacks has said on vertical integration: 2 verbatim quotes between April 2026 and July 2026, each with a timestamp and a link to the… en Wed, 09 Sep 2026 00:33:58 +0000 Sacks notes Figma stock fell 50% as Anthropic launched vertical apps across multiple categories including code https://minutesof.com/q/93760aaa-ac3f-4eaa-a15a-04ba13e307f2/ https://minutesof.com/q/93760aaa-ac3f-4eaa-a15a-04ba13e307f2/ “This is not an isolated example. Anthropic has also launched Cloud Science, Cloud Security, Cloud Legal, Cloud Financial, and of course, Cloud Code.” — All-In Podcast Fri, 03 Jul 2026 22:12:00 +0000 vertical integration Sacks explains Cursor faced competition from OpenAI and Anthropic who were vertically integrating into coding. https://minutesof.com/q/9fb4c1d8-9c01-4c00-997f-44161f120bab/ https://minutesof.com/q/9fb4c1d8-9c01-4c00-997f-44161f120bab/ “And so they were dependent on foundation model companies that were getting in the business of competing with them, which was just not a good place to be.” — All-In Podcast Fri, 24 Apr 2026 21:20:00 +0000 vertical integration