Jordan has a conversation with Packy McCormick, founder of the Not Boring newsletter and Not Boring Capital, an early stage venture capital fund. Packy discusses his journey from writing to investing, the techno-industrial revolution, and why integrators, not aggregators, will define the future. They also dive into the power of optimism, decentralization, and why owning the means of production is key to disrupting incumbents.Follow Packy on X - @packyMFollow Jordan on X - @jrwolfeLinks to Packy’s Work:Not Boring Newsletter - https://www.notboring.co/Packy’s 4-part series on Vertical Integrators - https://www.notboring.co/t/vertical-integratorsPacky’s Human Strategy Memo - https://www.notboring.co/p/most-human-winsPeople and Resources that influence Packy:Ben Thompson on business strategy - https://stratechery.com/Carlota Perez - https://carlotaperez.org/Recent podcast Packy listened to:Podcast: Chris Williamson w/ Eric Weinstein Recent books Packy has read:Working by Robert Caro Anna Karenina by Leo Tolstoy Everything and More by David Foster Wallace 00:00 - Introduction01:09 - Making The World More Optimistic02:44 - Techno-Industrial Revolution04:50 - Explaining Vertical Integrators And Why They Will Define The Future09:31 - Vertical Integrators Are Multiple Companies In One10:34 - Carlota’s Perez Techno-Economic Paradigm And Identifying Winners13:49 - Competing With The Incumbents19:12 - The Middleman Economy23:46 - Importance Of Being A Compliment, Not The Commodity25:20 - Packy’s Journey into Writing and Investing31:20 - Creator VCs And Getting Paid To Do The Work You Enjoy33:39 - Packy’s Investment Focus37:18 - Packy’s View On Decentralization As A Theme38:20 - Importance Of Market-Based Solutions40:54 - Future Of Manufacturing In The West and Embodied AI44:45 - Optimism In The Age Of AI46:33 - Packy’s Human Strategy Letter53:45 - Influential Thinkers and Resources57:12 - Where To Find Packy💡 Subscribe to learn more how we can use technology to build a decentralized real economy and make commerce more human📰 Join our newsletter: https://goingdirect.beehiiv.com

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