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by riwsky 1317 days ago
partially a conflation of terms, here: while the article discusses vertical integration, the main thing people think of for "businesses built explicitly on unbundling" is horizontal unbundling—picking a niche that is solved OK by a wider solution, then solving that really really well. The textbook example is for random startups to unbundle Craiglist[1].

[1] https://a16z.com/2019/09/11/platforms-verticals-unbundling/