Packy McCormick

Packy McCormick delves into the immense challenges of building a Vertical Integrator - an ambitious endeavor spanning both software and hardware systems. Drawing lessons from failures like Katerra, he outlines seven key challenges: building two distinct companies (software and hardware), inherent difficulties of hardware, formidable incumbents, finding the right integration scope, limited pivoting ability, potential disruption by superior future tech, and massive capital requirements. Despite these daunting obstacles, McCormick recognizes the allure of such ambitious undertakings and hints at the vast rewards awaiting those who overcome this 'Great Filter'.