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2min chapter
Packy McCormick, Not Boring | How writing led to investing in Ramp, Scale AI, Replit, Varda
Sourcery
Investing in the Future: A Vertical Integration Strategy
This chapter explores a unique investment strategy centered on vertically integrated companies that merge hardware and software. It highlights the potential for disruption in industries like space and defense, emphasizing the need to embrace emerging trends and innovative ideas.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode