"Age of Miracles"
Packy McCormick | Turpentine
A narrative show that explores the complex industries that will play an important role in creating an abundant future for humanity. Every season, host Packy McCormick – a venture investor and writer of the popular Not Boring newsletter – brings in an expert cohost to go deep into the possibilities and challenges of making “sci-fi” dreams our reality in our lifetimes. The first season starts at the root of all progress and prosperity: unlocking 10x more clean and reliable energy by splitting and fusing atoms themselves.Age of Miracles is part of the Turpentine podcast network. Learn more: turpentine.co
Episodes
Mentioned books
Sep 23, 2020 • 45min
Special Edition: Not Boring Generalists
Every week, Mario Gabriele (the author of The Generalist) and I (the author of Not Boring) have a conversation and post it to YouTube under the Not Boring Generalists banner. We figured we'd put it here too, so you can listen while you walk, drive, or go to sleep.
This week we discuss:
- Our writing process
- Why everyone is becoming an investor
- Our favorite companies
- What % of mammals we can outrun.
Enjoy!
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Sep 21, 2020 • 40min
Opendoor: The Amazon of Real Estate
Chamath took Opendoor public via SPAC last week. In this episode, we talk about why Opendoor is the Amazon of real estate, its advantages over Zillow, and its flywheel.
Original post here: https://notboring.substack.com/p/knock-knock-whos-there-opendoor
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Sep 17, 2020 • 15min
MainStreet: Free Money for Startups
Today's Not Boring is all about a startups that sends other startups and SMBs free money: MainStreet. By getting you the tax credits and incentives that the government owes your company, MainStreet send companies $51k on average.
See how much you're owed and get paid at https://mainstreet.us/notboring
You can read the full post at https://notboring.substack.com/
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Sep 14, 2020 • 31min
Zoom's Blank Check
This week, we're doing a Case Study on Zoom.
- Its numbers are on fire.
- Its stock is overvalued.
- It has no moats.
If you're CEO Eric Yuan, what do you do to increase long-term shareholder valuer?
Read the full essay and participate in the Case Study here: https://notboring.substack.com/p/zooms-blank-check
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Sep 10, 2020 • 23min
Swaypay: Not Boring Investment Memo
Not Boring Investment Memos are deep dives into early stage companies that are raising money now. This week, we're talking about Swaypay, which gives shoppers discounts in exchange for using their social capital, or sway, to share products, all within the checkout flow. It takes money that would normally go to Google and Facebook and gives it back to regular people. I love that.
You can read the full post here:
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Sep 8, 2020 • 34min
Masa Madness
A deep dive into SoftBank's history, the Vision Fund, and its new hedge fund, plus the bull, neutral, and bear cases.
Read the full essay here: https://notboring.substack.com/p/masa-madness-3cb
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Sep 3, 2020 • 29min
Oze: Not Boring Investment. Memo
You can read out the original post here: https://notboring.substack.com/p/oze-not-boring-investment-memo
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Aug 31, 2020 • 37min
Stripe: The Internet's Most Undervalued Company
This week, we dive into Stripe, and cover:
What it is.
Why Stripe is undervalued.
The Stripe bear case.
Stripe's underappreciated strategy.
Stripe's future.
Link to original post: https://notboring.substack.com/
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Aug 24, 2020 • 29min
Tencent's Dreams
Tencent's investments in Epic, Snap, Spotify, and more put it in the best position to bring about, and profit from, the Metaverse.
Read the original essay here.
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Aug 17, 2020 • 34min
Tencent: The Ultimate Outsider
Tencent is the most impressive company that Americans know the least about. In Part I of this two-part series, we go deep on Tencent's history, its core businesses, and its investment portfolio. We also explore how the company is the perfect implementation of William Thorndike's The Outsiders.
Link to original post here.
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