Packy McCormick
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TIMESTAMPS:
1:30 - Growing to 239k+ Subscribers
5:00 - How Writing Led to a $50M VC Fund
8:00 - The 'Not Boring' Creative Process
13:50 - Top Founder Characteristics
16:00 - Following Instincts vs Over-Intellectualization of VC
22:00 - Packy’s Best Investments (Ramp, Scale AI, Replit, Chroma, Varda, Hadrian, Pipedream)
25:55 - Intro to Vertical Integrators (Base, Fuse, Varda, Hadrian)
38:00 - Why American Dynamism Won
42:45 - YC RFS Hot Take
46:00 - Can Heavy CapX Companies Raise Growth Funding?
49:15 - Packy’s Hot Take On AI - Is It Alive? Just A Marketing Stunt?! DOGE Recruiting?
1:00:00 - What Packy Is Most Excited About in 2025
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
