Packy McCormick
@packyM • 229,040 subscribers
Not Boring
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my meme team gets stronger with every billion. it's 44 strong now.
Packy McCormick70,140 views • 2 months ago
Terraform makes H2 from sunlight. Base, Valar, and Hadrian get $1B+ each. Oklo goes critical (critical reactor #5). GPT Astra solves a lot of math problems. Terafab to use free electron lasers for EUV lithography? + Tons of Extra Doses. What a week for the optimists.
Packy McCormick15,101 views • 20 days ago
For me, the most fascinating part of the conversation was getting to ask HT what got him to change his mind on Anthropic and what its economic case is. In his 2024 convo with Patrick OShaughnessy, Hemant Taneja said they weren't really in the frontier lab investing game: "I think there's a lot of focus today on building the AI models and sort of chasing AGI. That place is very hard for us to invest because I feel like every round is a venture around. Even if you have some short-term revenue because as technologies get commoditized, you're just not going to be able to capture that much value, so you don't get a return on your investment on building the model, but people keep funding because it's the race to AGI where the price is so large. And then whoever gets there maybe if there is AGI that we had would be this multitrillion-dollar company and none of the rest of the stuff matters. We're not really in that game." GC began investing in Anthropic in the March 2025 Series E, and have since made it their largest investment. I asked what changed, then I asked: "What's the economic case for an Anthropic?" HT: "This is a very hard question to answer, and I can tell it's also a very hard question for Dario to answer." He thinks it probably requires being more than a platform, and competing with their customers for their profit pools in various verticals. But then that leaves a lot of opportunity for OpenAI and others to counter-position. Probably the most important question in all of business today, fun to get HT's perspective from the inside.
Packy McCormick18,346 views • 26 days ago
Demis gets $2.1B to solve all disease Varda inks United deal to explore Space Drugs ANOTHER blow for pancreatic cancer Cerebras + Fervo IPOs pop, Figma roars back Cowboy Space Corp hops in the saddle + Science Breakthroughs, vacuum, v3, magic What a week for the optimists.
Packy McCormick31,775 views • 3 months ago
.Replit ⠕ happily working away on a meditation app for me while I brush my teeth.
Packy McCormick100,934 views • 1 year ago
Introducing Boring News A daily series where we take three top stories from Polymarket, explain the odds with AI, and deliver it straight to you on X. Why Boring? Because it's just the odds and the AI-informed context. No sensationalism. No bias. Dec 3: Assad, Hegseth, Penny
Packy McCormick107,189 views • 1 year ago
On the eve of America's 250th, our 200th Weekly Dose of Optimism. 🇺🇸 That's >1,000 incredible stories of human achievement, like these: - Conception generates human eggs from stem cells - Researchers create 1st fully synthetic cell - Meta upgrades mind-reading model - Too many nuclear updates to count - Scott Nolan on America's Next 250 + Science Breakthroughs, RocketLab, Etched. What a week / 200 weeks / 250 years for the optimists.
Packy McCormick13,421 views • 1 month ago
Anjan let me play with Daylight's new AI features. Buttons that made no sense before - on the side of the computer and on the stylus - now do something! Talk to whatever you're reading, circle things for explanations. Works across every app. Hardware, man...
Packy McCormick34,880 views • 8 months ago
There is no venture capital firm like Founders Fund, and there is no writer who tells venture capital firms' stories like Mario Gabriele. In their respective crafts, both have No Rivals. That is the title of Mario's epic four-part series on Peter Thiel and Founders Fund, and the topic of our conversation on Hyperlegible. Sometimes, someone writes something so good that it fills me with a healthy, respectful, chapeau-inducing jealousy. Rene Girard would probably have something to say about that. No Rivals is one of those pieces. On this week's Hyperlegible, we talked about how he got such in-depth access, how he wrangled everything he learned into the beautifully coherent story he told, and of course, we talked all about how Founders Fund has built one of the best, and certainly the most unique, venture capital firm in the world. And we end the conversation, as he ended the series, by discussing whether and how Founders Fund will be able to stay original and dominant when everyone is trying to copy them.
Packy McCormick47,192 views • 1 year ago
"Disney's a huge part of my life. Disney is the most—he is the guy for me. He's the guy that I think is the most incredible, the most inspirational. When I think about my career and who, living or dead, I would want to be like—I don't want to be like Disney, but the way he went about his career is the most exciting to me." MIKE SOLANA TALKING DISNEY AND AMERICA'S GOLDEN AGE ON HYPERLEGIBLE, a not boring radio production
Packy McCormick51,234 views • 1 year ago