
Packy McCormick
@packyM • 226,779 subscribers
Not Boring
Shorts
Videos

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 次观看 • 1 个月前

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 McCormick107,163 次观看 • 1 年前

Retatrutide stuns in Phase 3 trials. Colossal hatches chick from artificial egg. SpaceX Launches its S-1. GPT 5.5 makes Erdos planar distance breakthrough. SendCutSend raises $110M at $1B. + Science Breakthroughs, Anthropic, Quantum, Grindslop What a week for the optimists.
Packy McCormick12,059 次观看 • 1 个月前

After almost two years, Julian Lehr is BACK to writing. He wrote a piece called The case against conversational interfaces, arguing that we're not going to be talking to our computers instead of using graphical user interfaces. GUIs work pretty well! Instead, he thinks that conversational interfaces are going to be a complement to existing workflows. We'll talk to our AI while doing what we do now, to do things like tell other apps to start doing things while we stay in flow. Julian shares his writing process -- chat through a draft with AI, write a bunch of it by hand, and then pull it together in Figma to finish it off. Or sometimes Google Docs. He said that like some people need a change of scenery to write, he needs a change of tools. He also talks about how and why he uses graphics; the goal isn't "writing," it's "communicating an idea," so he uses whatever helps him do that best. So why did Julian come back after two years in the wilderness? Simply: too many people were too consistently wrong on the internet. After seeing one too many "we're all going to be chatting with our computers" takes, he had to write the other side. And he delivered. We cover a lot, from why he keeps coming back to Kevin Kwok's Arc of Collaboration to how he uses his "thanks to" section to status signal. For this essay, he thanked Blake Robbins Chris Paik Jackson Dahl Johannes Schickling Jordan Singer and signüll -- an absurdly high flex roster. Conversations like this one - where I get to nerd out with the people I've read for so long - is exactly why I'm doing Hyperlegible. I hope you enjoy it as much as I did.
Packy McCormick60,698 次观看 • 1 年前

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 McCormick47,170 次观看 • 1 年前

"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 次观看 • 1 年前

Two years ago, I wrote a Deep Dive on Wander. I praised its REIT model. Vertically integrated without holding the homes on its balance sheet! Then, rates spiked, the market crumbled, & Wander scrapped the REIT. 13 homes -> 1,000+. Now, a $50M B. What I got wrong... & right:
Packy McCormick45,475 次观看 • 1 年前

"What’s the best “industrial policy”? Do all the things that matter and none of the things that don’t. Good luck." I do Hyperlegible because smart people spend months researching & distilling ideas into essays. Conrad Bastable did that for reindustrialization. Great timing.
Packy McCormick46,164 次观看 • 1 年前