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Packy McCormick

Not Boring; ambitious startup analysis and venture stories.

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Packy McCormick3d

An American Engineer in China

Field Notes #1: The First 11 Days

Packy McCormick7d

Weekly Dose of Optimism #207

Cancer Vaccine, Attention, Generalist Robot, Routers, Drones + Extra Doses + HBD Puj!

Packy McCormick14d

Weekly Dose of Optimism #206

Drones, Lakers, Recast, Fuse neutrons, and Rick Rubin + Extra Doses

Packy McCormick16d

Base Power Company: Chapter 3

Manufacturing the Capability Cannon

Packy McCormick21d

Weekly Dose of Optimism #205

Terraform, Billion-Dollar Rounds, Oklo Goes Critical, Astra Math, Terafab + Extra Doses

Packy McCormick28d

Weekly Dose of Optimism #204

Enigma, Robots Covered, DoorDash Air, Zoox Approval, Free ChatGPT + HT + Extra Doses

Packy McCormick1mo

AI is Oil, Not God

I trust the market over ghost stories

Packy McCormick1mo

Weekly Dose of Optimism #203

Travis is Back, Jacobian Conjecture Falls, Skyroot, Star Axis, Thunder + Extra Doses

Packy McCormick1mo

Weekly Dose of Optimism #202

Saronic, Austin Week, Walden + Sunday Robots, Lipfendra, Kimi + Inkling + Extra Doses

Packy McCormick1mo

Senra Systems: Harnessing Human Skill

A Co-Written Essay with Senra Systems CEO Jordan Black

Packy McCormick1mo

Weekly Dose of Optimism #201

Aalo, Data Centers, American Turbines, OXMAN Ink, Neo Hands + Extra Doses

Packy McCormick1mo

Weekly Dose of Optimism #200

Conception, Synthetic Cell, Brain2Qwerty, Nuclear Updates, America's Next 250 + Extra Doses

Packy McCormick1mo

America's Next 250

An Essay with Scott Nolan, General Matter CEO and Founders Fund Partner

Packy McCormick2mo

Weekly Dose of Optimism #199

Stripe Intercept, Housing Act, Nuclear Loans, Brain Ultrasound, Soviet Papers + Science Breakthroughs + Extra Doses

Packy McCormick2mo

Weekly Dose of Optimism #198

Midjourney Scanner, Laser Phase Plate, Valar Goes Critical, Anduril CCA, Reindustrialize + Extra Doses

Packy McCormick2mo

Weekly Dose of Optimism #197

La Sagrada Família, Life Bio Trial, Saronic, Doudna CRISPR, Standard Bots + Science Breakthroughs + Extra Doses

Packy McCormick2mo

Return on Tokens (ROT)

Markie Wagner Co-Writes A Poetic Essay

Packy McCormick2mo

Expanding the Radius of Daily Life

How to Make Flying Cars an Everyday Reality

Packy McCormick2mo

Weekly Dose of Optimism #196

Antares Goes Critical, NewLimit, BioWeapon Letter, Helion, Alzheimer's x Mushrooms + Extra Doses

Packy McCormick2mo

America Spins on Westmag

Building the Electric Stack by making motors and actuators next to drones and robots

Packy McCormick3mo

Weekly Dose of Optimism #195

LDL Gene Therapy, GLP-1s slow Cancer, Supersonic Hermeus, Nanotech, Moon Base + Extra Doses

Packy McCormick3mo

Thank God For Data Centers

These Gigavillains Are Bringing So Many Technologies Down the Learning Curve

Packy McCormick3mo

Weekly Dose of Optimism #194

Reta Phase 3, Colossal Eggs, SpaceX, OpenAI x Erdős, SendCutSend + Extra Doses

Packy McCormick3mo

Cowboy Space Corporation

A Great Example of The Great Differentiation

Packy McCormick3mo

Weekly Dose of Optimism #193

Isomorphic, Varda, Pancreatic pt 3, Cerebras IPO, Cowboy Space + Extra Doses

Packy McCormick3mo

Riding the Leopard

You are here to experience, or: why differentiation is a moral obligation.

Packy McCormick3mo

Weekly Dose of Optimism #192

UFO Disclosure, GENE-26.5, Neuralink Brain Surgeon Robot, Magnesium, Aalo DSA, GDM x EVE + Extra Doses

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