Much of the MEV supply chain as we know it today is about to break. Each player in the chain is attempting to move further up the funnel, vertically-integrating to get closer to the source of value: users and their order flow. In this talk, I explore how each player is doing this (with specific examples), why they’re doing this, the risks of this integration and competition, how this will change the dynamics of the MEV market, and what we can do in order to encourage the MEV world we want to live in.