Packy McCormick, founder of Not Boring Capital, discusses the long-term outlook for public blockchains and crypto stablecoins with TBPN hosts Jordi Hays and John Coogan.
“And I think it's like some point in five years, a lot of finance is going to run on Solana on ETH maybe on sweet or, you know, like a lot of, I think it's inevitable that, that more and more. Finance will move over to crypto stable coins and having Stripe behind it is like a real thing.”
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More from Packy McCormick
PredictionOpen · timeframe Mar 2035
McCormick: Cancer is probably gone in 10 years
“I think a hot take would be cancer is probably gone in 10 years, I think is one of my favorite hot takes. There's just so many different attacks on it, and CAR T cell therapies are doing well, and it's a matter of kind of scaling, scaling those out.”
Packy McCormickMar 5, 2025▶ 21:51Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
PredictionNot checkable as stated
McCormick: Frontier AI will settle into an oligopoly among 3-4 labs
“A lot of the VC firms are getting in multiple companies because they don't think it's going to be winner-take-all anymore. They think it's going to be much more oligopolistic for the long term, and there will be competition between the major three or four labs…”
Packy McCormickFeb 18, 2026▶ 12:16The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
PredictionNot checkable as stated
McCormick: AI labs will become profitable hyperscalers like cloud
“It seems like the labs will Turn into sort of new hyperscalers. There will be you know, increased competition, but still very, very good businesses a la cloud.”
Packy McCormickFeb 18, 2026▶ 22:38The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
PredictionNot checkable as stated
McCormick: AI Will Produce a Couple of $10T Companies
“There's probably going to be like a couple of 10 trillion dollar AI companies that are going to pay for the whole thing.”
Packy McCormickMar 5, 2025▶ 8:26Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
Opinion
McCormick: Humanoid Robotics Will Erode Margins Into Consumer Surplus
“Humanoids scare the hell out of me as an investor, because it's like this really impossibly hard thing to do with a lot of really, really smart people working on it, where like, if you pull off this impossible thing, then you're competing against these 10 othe…”
Packy McCormickMar 5, 2025▶ 8:30Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
PredictionNot checkable as stated
McCormick: Large VC funds will survive while emerging funds fail
“I think it's like a really, I think like the big funds are actually super well positioned and all, there's going to be a lot of these like emerging ish funds who try to compete who I just think it kind of like wiped out.”
Packy McCormickMar 5, 2025▶ 9:28Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
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