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

Packy McCormick

I've teamed up with Passes to grant us access to a pro podcast studio in LA, exclusive early releases, audience Q&A, & BTS content. Sign up for Passes for more Sourcery content! https://www.passes.com/

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Molly on X: https://x.com/MollySOShea

Packy on X: https://x.com/packyM

TIMESTAMPS:

1:30 - Growing to 239k+ Subscribers

5:00 - How Writing Led to a $50M VC Fund

8:00 - The 'Not Boring' Creative Process

13:50 - Top Founder Characteristics

16:00 - Following Instincts vs Over-Intellectualization of VC

22:00 - Packy’s Best Investments (Ramp, Scale AI, Replit, Chroma, Varda, Hadrian, Pipedream)

25:55 - Intro to Vertical Integrators (Base, Fuse, Varda, Hadrian)

38:00 - Why American Dynamism Won

42:45 - YC RFS Hot Take

46:00 - Can Heavy CapX Companies Raise Growth Funding?

49:15 - Packy’s Hot Take On AI - Is It Alive? Just A Marketing Stunt?! DOGE Recruiting?

1:00:00 - What Packy Is Most Excited About in 2025

#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley