Certainly IAB and CCG will eat each other because IAB is dependent on CCG's business, but CCG is dependent on IAB's input costs, which are not competitive. CCG will not be able to sustain the volume of business they have with IAB, but lacks leverage over the alternative suppliers. Neither business has the scale nor the means to grow organically. They don't have either channel or network assets to leverage either. (Plus heavily founder-concentrated share registers)
