StarZero All shows Try the podcast clipper →

Packy McCormick

Founder & Writer, Not Boring · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

authorinvestorfounderexecutive@packyM ↗LinkedIn ↗notboring.co ↗

Packy McCormick is the founder and writer of Not Boring, a business and technology newsletter. He also manages Not Boring Capital, an early-stage venture fund investing in tech companies.

36statements → 14claims → 5claims resolved → 80%fully supported → 3.53/5average certainty → 2.42/5average debate potential → 4.0/5argument clarity · the sources → 17said about them ↓

4 supported 1 partly supported 0 contradicted 1 not yet assessed 8 not checkable as stated how the 14 claims stand · each chip opens the sources

7 predictions · 7 assertions · 5 opinions · 12 insights · 5 disclosures · every statement was checked. The predictions and assertions are the 14 claims: statements the public record can support or contradict. 5 are resolved, 1 is not yet assessed, and 8 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Packy argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

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

Argument clarity: do they answer the question? how? →

4.0 / 5 directness 4.2 · coherence 4.1 · precision 3.8 · compression 3.1

redirected or did not address 1 of 8 assessed questions (13%). Watch them ▸

This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Packy McCormick on measured tape to publish a rate. This says nothing about how they speak.

Everything Packy McCormick said on Sourcery that made the record, most notable first. Filter by type, assessment or year in the ledger →

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
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
Assertion Supported
McCormick: Anduril hit $28B valuation after doubling revenue
“Mandel just raised it a two X step up again, and they're at twenty eight billion and They're not that far off now. They're like a quarter of the way to the big defense prime's kind of market caps and continuing to grow really fast and like what doubled revenue…”
Packy McCormick Feb 14, 2025 ▶ 27:55 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Insight
McCormick: Electricity is not getting cheaper due to rising transmission costs
“Electricity is not getting cheaper though, because transmission ends up getting more and more and more expensive over time. So like getting it from point A to point B, there's like long delays on the interconnect queue. It takes forever to build transmission. …”
Packy McCormick Feb 14, 2025 ▶ 29:41 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Disclosure
McCormick: Fuse aims to become the SpaceX of the NNSA
“His whole thing is they want to be the NNSA, the National Nuclear Safety Administration's I think that's the right acronym. They want to be the NNSA's SpaceX essentially, like you know, like SpaceX was to NASA, they want to be to the NNSA.”
Packy McCormick Feb 14, 2025 ▶ 41:55 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Prediction Open · timeframe Feb 2040
McCormick: Supersonic Private and Commercial Flight Will Emerge Within 10 to 15 Years
“I think there's a path where we wake up in 1015 years, and, like, first it's supersonic private planes, and then supersonic commercial planes, and, like, that is a long path to kind of get there, but, like, the technology is there, and actually, like, just bat…”
Packy McCormick Feb 14, 2025 ▶ 44:20 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
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
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
Insight
McCormick: As AI and hard tech commoditize, brand becomes the differentiator
“I think as everything becomes like easier to make from AI to SMRs, like brand ends up playing a big role.”
Packy McCormick Feb 14, 2025 ▶ 58:32 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Disclosure
McCormick: Not Boring Capital manages about $50 million in total AUM
“Oh, like, 50 total AUM now, yeah.”
Packy McCormick Feb 14, 2025 ▶ 4:01 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Assertion Supported
McCormick: Ramp filmed its Saquon Barkley Super Bowl ad in four days
“We got word that we got a super bowl slot and we've been like spending the whole past day trying to coordinate with Saquon and his people to get this thing done. And they filmed it in like You know, they did the whole thing in, like, three or four days.”
Packy McCormick Feb 14, 2025 ▶ 7:46 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Assertion Supported
McCormick: Base Power rents batteries and monetizes by trading power
“They're a retail electric provider, so they like are your power company when you install the battery. They, because of that, they don't have to sell it to you. They just rent you the battery essentially, and they, and you pay for the install cost, but then the…”
Packy McCormick Feb 14, 2025 ▶ 32:37 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea

The other half of the tape: Packy McCormick's own voice is left out of every number here. Other people bring the name up 16 times in 6 episodes on Sourcery. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Molly O'Shea 9Kyle Harrison 3Zach Schendel 2John Andrew 2

Statements about Packy McCormick, by other people (1)

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

Every mention by year

tap a year for its mentions
0082154202420252026episodesmentions
024202420252026episodes it came up in
002244202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 13 mentions in 4 episodes 3 per episode
2024 1 mention in 1 episode

Appearances (2)

EpisodeDateSpeaking time
Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea Aug 8, 2025 11m
How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Borin Feb 14, 2025 47m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more