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Packy McCormick

@packyM • 226,779 subscribers

Not Boring

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We're going back to the fucking Moon. OpenAI acquires TBPN. Google DeepMind (what a great lab! hey guys!) releases Gemma 4. Solar cells hit 130% efficiency (?). Somos raises $40M. + Science Breakthroughs, grid, Bangalter What a week for the optimists.

We're going back to the fucking Moon. OpenAI acquires TBPN. Google DeepMind (what a great lab! hey guys!) releases Gemma 4. Solar cells hit 130% efficiency (?). Somos raises $40M. + Science Breakthroughs, grid, Bangalter What a week for the optimists.

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- Midjourney makes a scanner - Biohub + Berkeley make the invisible visible - Valar goes critical - Anduril wins USAF CCA Production Contract - Notes on Reindustrialized + Science Breakthroughs, Marc on SpaceX, Dean What a week for the optimists.

- Midjourney makes a scanner - Biohub + Berkeley make the invisible visible - Valar goes critical - Anduril wins USAF CCA Production Contract - Notes on Reindustrialized + Science Breakthroughs, Marc on SpaceX, Dean What a week for the optimists.

Packy McCormick

56,543 Aufrufe • vor 14 Tagen

my meme team gets stronger with every billion. it's 44 strong now.

my meme team gets stronger with every billion. it's 44 strong now.

Packy McCormick

69,398 Aufrufe • vor 29 Tagen

Ramp is now valued at more than 100x what it was when I wrote my first Deep Dive on the company in 2020. From $300M to $32B. My meme dealer gets stronger with each billion. Here's to the next 100x.

Ramp is now valued at more than 100x what it was when I wrote my first Deep Dive on the company in 2020. From $300M to $32B. My meme dealer gets stronger with each billion. Here's to the next 100x.

Packy McCormick

201,451 Aufrufe • vor 7 Monaten

Antares goes critical. NewLimit cures mouse hangovers. AI CEOs agree bioweapons are bad. Helion raises $465M to take fusion commercial. 80yo Alzheimer's patient gets better with mushrooms. + EXTRA DOSES What a week for the optimists.

Antares goes critical. NewLimit cures mouse hangovers. AI CEOs agree bioweapons are bad. Helion raises $465M to take fusion commercial. 80yo Alzheimer's patient gets better with mushrooms. + EXTRA DOSES What a week for the optimists.

Packy McCormick

28,068 Aufrufe • vor 28 Tagen

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.

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 McCormick

31,775 Aufrufe • vor 1 Monat

Sam Levin's companies have the best websites in bio.

Sam Levin's companies have the best websites in bio.

Packy McCormick

37,284 Aufrufe • vor 3 Monaten

Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so…

Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so…

Packy McCormick

80,090 Aufrufe • vor 11 Monaten

.Replit ⠕ happily working away on a meditation app for me while I brush my teeth.

.Replit ⠕ happily working away on a meditation app for me while I brush my teeth.

Packy McCormick

100,934 Aufrufe • vor 1 Jahr

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

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 McCormick

107,163 Aufrufe • vor 1 Jahr

Good news / bad news: to achieve everything you've ever wanted, all you have to do is face your biggest fear.

Good news / bad news: to achieve everything you've ever wanted, all you have to do is face your biggest fear.

Packy McCormick

73,824 Aufrufe • vor 1 Jahr

just remembered this commercial. 15 years ago!

just remembered this commercial. 15 years ago!

Packy McCormick

43,729 Aufrufe • vor 7 Monaten

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.

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 McCormick

12,059 Aufrufe • vor 1 Monat

Ramp is now worth exactly 10x what they were worth when I wrote about that time they raised at over $1 billion twice within a day back in 2021. Here's to the next 10x.

Ramp is now worth exactly 10x what they were worth when I wrote about that time they raised at over $1 billion twice within a day back in 2021. Here's to the next 10x.

Packy McCormick

66,123 Aufrufe • vor 1 Jahr

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...

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 McCormick

34,880 Aufrufe • vor 6 Monaten

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.

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 McCormick

60,698 Aufrufe • vor 1 Jahr

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.

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 McCormick

47,170 Aufrufe • vor 1 Jahr

"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

"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 McCormick

51,234 Aufrufe • vor 1 Jahr

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:

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 McCormick

45,475 Aufrufe • vor 1 Jahr

To fix energy, build nuclear reactors & batteries. To fix air travel, build fast planes. To fix housing, build houses. And to fix K-12 education, build schools. That's what Ryan Delk is doing at Primer.

To fix energy, build nuclear reactors & batteries. To fix air travel, build fast planes. To fix housing, build houses. And to fix K-12 education, build schools. That's what Ryan Delk is doing at Primer.

Packy McCormick

51,638 Aufrufe • vor 1 Jahr

"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.

"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 McCormick

46,164 Aufrufe • vor 1 Jahr