Packy McCormick

16 statements across 3 episodes · 9 bullish · 4 bearish · 2 people on the record · first statement Apr 12, 2024 by Kyle Harrison · said 16 times in 6 episodes since 2024 · across every show →

On the record as a speaker too: Packy McCormick's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Molly O'Shea (9), Kyle Harrison (3), Zach Schendel (2), John Andrew (2)

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Everything said about Packy McCormick, oldest first

Apr 12, 2024 positive
Opinion
Creators like Lenny Rachitsky and Packy McCormick built valuable media assets
“Like I think there are people like the Lenny's and the packies and folks like that, that have just really, I'm a big fan of Mario Gabrielle and the generalists, like those types of people I think have done an incredible job building a real asset.”
Kyle Harrison Apr 12, 2024 ▶ 18:29 Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
Feb 14, 2025 positive
Insight
McCormick: Series B and C capital is easy once category leadership is clear
“But I think actually the B and then the C, like, once they get to a certain point and do some of those things, and it becomes clear to others that, like, if anybody wins this category, it's going to be this company, then capital, I think, actually becomes, lik…”
Packy McCormick Feb 14, 2025 ▶ 49:06 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 bullish
Insight
McCormick: Vertical integrators take integration risk over science risk to outperform incumbents
“There's a lot of like deep tech that I think you're taking science risk. And like, I think with vertical integrators, you're taking integration risk where there's like five different kind of like cutting edge-ish, but proven technologies that you're trying to …”
Packy McCormick Feb 14, 2025 ▶ 27:16 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 positive
Insight
McCormick: Commoditizing intelligence shifts economic value to higher stack layers
“When something becomes commoditized, we're like, it could be answers or intelligence or whatever, like there will be value at the next layer of the stack. And like, that's just how the world works.”
Packy McCormick Feb 14, 2025 ▶ 53:16 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 bullish
Insight
McCormick: Fuse monetizes pulsed power radiation before reaching fusion energy
“If you go with this one particular architecture, what you're really doing is selling radiation by building these pulse power generators, and you can use that for Radhart Electronics and nuclear arsenal testing and, like, all these things that can, like, genera…”
Packy McCormick Feb 14, 2025 ▶ 40:46 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 neutral
Assertion Partly supported
McCormick: Anduril's early round was crowded at a $100M valuation
“But that, like, early story that, like, nobody wanted to touch it was actually, like, a pretty crowded round at a hundred million dollar valuation.”
Packy McCormick Feb 14, 2025 ▶ 47:04 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025
Disclosure
McCormick made a recent investment decision solely over a three-hour coffee
“It's one of the most recent decisions I made. It was, like, over a three-hour coffee. I didn't write a single word. You know, I met the guy and read the deck and loved him and invested.”
Packy McCormick Feb 14, 2025 ▶ 16:22 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 negative
Opinion
McCormick: Reducing investment decisions to market maps or one-sentence theses fails
“And like anybody who like boils it down to like a market map or like a one sentence thesis on a company, I think is like just a very tough way to invest.”
Packy McCormick Feb 14, 2025 ▶ 9:25 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 positive
Insight
McCormick: Founder magnetism and fear of disappointing them drives peak performance
“It all comes down to people and like the team that you build and like what you get out of your people in the end. So if you have this like magnetism Or, like, there's almost, like, people have a fear of disappointing you and, like, they really want to, like, d…”
Packy McCormick Feb 14, 2025 ▶ 14:38 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 negative
Insight
McCormick: Much of VC Diligence Is Performative Theater to Justify Deals
“Cause I do think there's like just so much venture theater. Where, like, you just have to do a bunch of stuff because, like, your boss, you know, your GP expects it, or their LPs expect it. Like, there's just a bunch of, like, shit that you have to produce to,…”
Packy McCormick Feb 14, 2025 ▶ 16:07 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025
Insight
McCormick: Startups requiring compounding miracles to succeed never work out
“I can see like if this happens and then this happens and then this happens and then that happens and like things go just right here, like this could be a really big company and like it never works. Like you can't like, you know, there's the compounding miracle…”
Packy McCormick Feb 14, 2025 ▶ 18:42 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 positive
Insight
McCormick: Backing the right founder is a compression algorithm for research
“I do think, like, and people say this, and it's cheesy, and it's, like, also true, is that the founder really matters, and, like, there's definitely a midwit curve on that that I've written about before, which is, like, You think founders really matter and the…”
Packy McCormick Feb 14, 2025 ▶ 12:42 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Feb 14, 2025 negative
Disclosure
McCormick: Low-conviction smaller checks account for most Not Boring failures
“A lot of my smaller checks are the ones that have failed already. It's the ones where I'm like, I don't like fully, but like, maybe like if it does, it'd be like really huge and like, it's a pretty cheap price.”
Packy McCormick Feb 14, 2025 ▶ 22:42 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Aug 8, 2025 negative
Opinion
McCormick: Claude's Writing Feedback Is Bad, Regresses Drafts Toward Mediocrity
“I will take my, if I'm, like, stuck in writing an essay, I'll, like, take the draft, I'll put it in Claude and ask for feedback, and, like, the feedback is bad, and it always, like, tries to move me more towards average, and I ignore it, but, like, I just have…”
Packy McCormick Aug 8, 2025 ▶ 47:27 Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea
Aug 8, 2025 positive
Assertion Supported
McCormick: Fuse recruited the former number two Iranian nuclear scientist
“The number of two, kind of, nuclear scientists in, in Iran who came over here to, kind of, work on, on our side here, and then just, like, everybody that I met who was, like, you know, working on the machines, like top to bottom, just like an unbelievably cool…”
Packy McCormick Aug 8, 2025 ▶ 38:56 Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea
Aug 8, 2025 bullish
Insight
Packy: Deep tech execution inherently creates uncopyable marketing content
“For these companies, there's just, like, actually an opportunity to just show off what you're doing, and, like, that in itself is differentiated because it's so hard to do. That like just actually getting the thing done, like kind of creates all of this unbeli…”
Packy McCormick Aug 8, 2025 ▶ 43:55 Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea
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