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Sourcery

Packy McCormick, Not Boring | How writing led to investing in Ramp, Scale AI, Replit, Varda

Feb 14, 2025
Packy McCormick, a writer and investor known for his newsletter 'Not Boring,' shares insights on how his writing journey transformed into a $50M VC fund. He discusses the art of storytelling in venture capital and highlights the magnetic traits of successful founders. Packy dives into the balance between intuition and analysis in investing while exploring the impact of vertical integrators in various industries. He also shares his hot takes on AI and reveals what he's most excited about for 2025.
01:01:35

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Packy McCormick emphasizes the importance of founder passion and commitment over generic accelerator prompts in driving true innovation.
  • The evolution of Not Boring from a newsletter to a profitable venture capital fund showcases the potential of content-driven brands to diversify revenue streams.

Deep dives

Skepticism Towards Startup Requests

There is a prevailing skepticism regarding the effectiveness of startup requests issued by accelerators like Y Combinator. The speaker expresses doubts about the potential of startups arising from such requests, highlighting a belief that they are unlikely to yield significant innovations. By discussing the motivations and dedication of founders, the speaker emphasizes the importance of passion and commitment in creating valuable startups. This critical viewpoint suggests that true innovation stems not from broad, generic prompts, but from deep engagement and personal investment by founders.

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