vertical-integration

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Packy McCormick analyzes the rise of Vertical Integrators—companies that combine multiple proven technologies into integrated systems—as the dominant business model of the Techno-Industrial era, contrasting them with Legacy Industrials and Deep Tech startups. The essay uses Base Power Company's battery pack integration strategy as a concrete example of how system-level design choices (rather than individual component breakthroughs) create competitive advantages.

Packy McCormick Not Boring Eight Sleep Base Power Company Ben Thompson Stratechery Aggregation Theory
notboring.co · surprisetalk · 1 day ago · details · hn