Acquired Arena Show Part I: Idea Dinner + YC Continuity
10 snips
May 12, 2022 
Packy McCormick, a prolific writer and investor behind the "Not Boring" newsletter, shares insights from the lively Idea Dinner. He discusses investment ideas from tech to real estate, analyzing key players like Snowflake and Opendoor with humor. Anu Hariharan, managing partner at Y Combinator's Continuity Fund, offers a unique perspective on late-stage investments, emphasizing community and peer learning. Together, they reflect on the evolving venture capital landscape and the importance of narratives in investing.
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Episode notes
Idea Dinner Origins
- Acquired's Idea Dinner started during the pandemic.
- It involved picking stocks with Packy McCormick and Mario Gabriele.
Idea Dinner Rules
- Present your best investment idea, specifying a timeframe.
- Shu Nyatta will judge profitability, not based on actual performance.
ConstitutionDAO and Twitter
- Packy McCormick invested in ConstitutionDAO.
- He views Twitter as undervalued, suggesting a potential recurring revenue model.