Andy Grove's High Output Management(hate the name, like the book) also talks about this tension between teams that focus on the business unit and the horizontal teams that support(if I recall correctly he groups in marketing, finance, and others) the business units.

You get large advantages in having teams built around specialized functions, however at the cost of lower cohesion.

Business verticals will trade all sorts of advantages for that cohesion.

There's tension in finding the right mix, the book covers it much better than I can but it's interesting to see parallels in tech stacks as well.