In this discussion, Packy McCormick, writer of Not Boring and founder of Not Boring Capital, reveals how AI shapes his investment strategies and writing processes. He dives into the future of vertically integrated businesses and shares insights on utilizing advanced AI tools to simplify complex topics. Packy explains creating interactive graphics for his newsletter and discusses the upcoming trends in cryptocurrency. The conversation also highlights the significance of AI in empowering writers and enhancing creative workflows.
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insights INSIGHT
Techno-Industrial Focus
Packy McCormick's focus has shifted to "techno-industrial" companies.
These companies integrate existing tech into established industries for better products.
insights INSIGHT
Techno-Industrial vs. Deep Tech
Techno-industrial companies differ from deep tech by focusing on improving existing products, not inventing new science.
They aim to deliver better, cheaper products with higher margins, reinvesting profits into R&D and growth.
volunteer_activism ADVICE
AI-Driven Research and Writing
Packy McCormick uses AI to research complex topics, refine arguments, and explore investment theses.
His process involves using AI for fact-checking, editing, and generating interactive content.
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One of the most influential voices in tech explains how AI helps him write and invest. This episode is sponsored by Create. If you want to maximize your gains, both with your body and with ChatGPT, try creatinine gummies from Create. Place your order through this link to get a 30 percent discount: https://trycreate.co/products/creatine-monohydrate-gummies-270-count?discount=every24 Packy McCormick’s job is to find, articulate, and invest behind the next big idea. He writes Not Boring, a newsletter that analyzes technology and startups for 200,000 subscribers every week. He also invests in early stage companies through his fund Not Boring Capital and is an advisor at a16z crypto. I spent an hour with him to understand how he’s baked AI into the way he thinks, writes, and invests. We get into:
How he uses AI to understand dense concepts and refine his arguments
His thesis around vertically integrated businesses being the future of tech
How Packy uses Claude Projects to edit his newsletter
How he makes interactive graphics that represent concepts from his essays
The tools Packy uses to research, write, and edit Not Boring
When he thinks the next crypto bull run will take place
We also use Projects to build an AI tool that grades Packy’s essays live on the show. This is a must-watch for writers, investors, and anyone trying to understand the cutting edge of technology. If you found this episode interesting, please like, subscribe, comment, and share! Want even more? Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It’s usually only for paying subscribers, but you can get it here for free. To hear more from Dan Shipper: Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Timestamps: 00:00:00 - Teaser 00:01:24 - Introduction 00:02:40 - Packy's thesis about the future of technology 00:07:42 - What Packy quick takes on your crypto portfolio 00:14:31 - Use LLMs to validate your understanding of complex concepts 00:18:26 - How Packy used Claude Projects to write an essay he published recently 00:24:00 - Packy's process to make interactive visual graphics for his essays 00:31:10 - How to use AI to be thorough in your research 00:35:04 - How Packy uses Claude to edit his writing 00:36:44 - The tools Packy uses to create his newsletter 00:44:12 - Using Claude Projects to make a tool that grades Packy's essays Links to resources mentioned in the episode: Packy McCormick: https://twitter.com/packyM Packy’s newsletter, Not Boring: https://www.notboring.co/ Packy’s fund, Not Boring Capital: https://www.notboring.co/p/introducing-not-boring-capital One of Packy’s first essays, about natively integrated companies: https://www.packym.com/natively-integrated-companies Anduril, the company Packy thinks is an example of a Techno-industrial: https://www.anduril.com/ Packy’s portfolio company that’s integration crypto into its product: https://v2.oncyber.io/ The interactive tool Packy made for a recent newsletter: https://goventvectorsum.replit.app/ for https://www.notboring.co/p/the-american-millennium Packy’s essay about America’s tolerance for risk: https://www.notboring.co/p/riskophilia Packy’s essays about Blackbird: https://www.notboring.co/p/blackbird
AI and I 