57
packy 🎩

@packy #57

Not Boring
10518 Follower 117 Following
engage with this cast i'm testing something 😈
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/32a50f59-80dd-44cb-5704-fabc4204f600/original
Boring News
Dec 9, 2024

1. Fed decision in December? 25bp cut up to 87% odds
2. TikTok banned in the US before May 2025? 14%--> 36%
3. Will Israel invade Syria in 2024? Spiked to 80%

Get it on @pods

https://pods.media/boring-news/december-9-fed-cuts-tiktok-syria?referrer=0x2920A3192613d8c42f21b64873dc0Ddfcbf018D4
Boring News
December 5, 2024

1. Michel Barnier out as prime minister of France in 2024?
2. Will Biden pardon Fauci?
3. @bryanjohnson 's average nighttime erection 2h 12m+ in Dec?

Listen and collect it on @pods
Introducing Boring News

Daily news from Polymarket markets.

Can't upload the video here because it's >5 minutes so sharing the X. Enjoy!

https://x.com/packyM/status/1863945763799158919
Americans really love watching a man just enjoy some tunes.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/f41abc80-f64a-4a9e-67f1-7ebaaaf70900/original
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/d6a6c517-d56d-4ce7-c138-64af42d67000/original
Cargo airships are happening.

Airship Industries is a beautiful example of a Vertical Integrator: a better product at lower cost / higher margin in a massive industry. If they execute, it's checkmate.

Great piece by elidourado.twitter. We invested in Airship.

https://t.co/hCAkj6WBgV
Some day in the near future, this will be routine.

Right now, it's magic.
I cannot imagine the incredible things humanity will accomplish once people who are actually good at things start trying to do what Elon Musk, who is simply not very good at anything, just did.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/0a4c479c-e59e-4142-a997-430ad062b800/original
HOLY SHITTTTTT!!!!!!!
You can just build things.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/20e35515-dfa7-44db-71dc-3a9ca7841700/original
I'm talking about the future of the greatest country in the world with TheAnnaGat.twitter tonight at 7p ET.

Join us! 🇺🇸

https://t.co/YUabd5LIbO
I love a good bodega conversation, where the cashier just brings you into whatever conversation they were having with the last person wherever they left off and keeps it going with the next person once you leave.
Three symptoms of a disease:

1. The modern world crushes geniuses
2. Kid's don't read books anymore
3. That YC pear tweet

Success is overplaybooked.

This is the real Butlerian Jihad, not destroying the machines, but destroying the playbooks that would turn us into machines.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/a8ec89d9-8d83-4ca8-8daa-90cc6b92f500/original
“His main strength was, in a word, everything.”
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/c436845c-dcde-4e58-1d2c-d0352d83a300/original
I’ve been sleeping on the eightsleep.twitter Pod 4 Ultra for a few weeks now, and I gotta say, it’s delightful.

You can see us going into Relax Mode to watch the VP debate, then down to sleep, then a couple changes to stop my snoring.

Even Puja loves it, which is saying something.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/7926d313-d829-4664-8c53-2eb35b18a800/original
Vance - Walz ticket. Who says no?
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/ead6ff6e-d286-4660-b3fd-f2501f461000/original
This is civil. I like it.
The US spends $1 trillion per year on home construction. It's short 7 million homes.

Prior attempts to fix housing with technology have failed.

Cuby, a textbook Vertical Integrator, plans to fix housing by building Mobile Micro-Factories that build homes.

Here's my Deep Dive.
Henry Adams Curve here we come.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/04d8150d-dc6a-416f-fe3d-78a35efd3900/original
Not Boring 🤝 Slow Boring

Nuclear will get cheaper if companies are allowed to start manufacturing advanced reactors.

https://t.co/i1M0MzCORy
This is the last thing an AI safety bill sees before it dies
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/ec3285fe-6e25-47d8-c183-1ab8a5b3f500/original
I can't believe my job is essentially writing book reports every weekend and that I love it.
I love stumbling upon super niche, lovingly curated websites, like Technovelgy.twitter or this Frank Lloyd Wright Library.

Look at how much detail there is on just one branch, his Usonian Automatic Homes:

https://t.co/Jy21DFaqHg
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/fea8e9cf-ea87-4a17-0337-84cf5dfbca00/original
I need a Grantland Oral History on this.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/6f268997-7616-454f-04a8-1db23b810300/original
The dam is breaking.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/23c94ad9-b9e9-4c76-0dec-64aa6412aa00/original
Jalen Hurts to watch.
It's awesome to see so much excitement about nuclear, from TMI reopening to College Gameday signs.

If you're getting excited and want to get up to speed, juliadewahl.twitter & I did a whole season on it (linked next).

Nuclear is safe, clean, reliable and doesn't have to be expensive.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/e9293e75-739e-4b0b-4205-78f501274c00/original
I think nuclear is the best way to bet on AI.

From Not Boring Capital Q2 LP Update (July 3):
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/30fae51f-fd66-4750-7519-74b9a7948a00/original
.sama.twitter is the GOAT. Literally pulled off the decoy pricing strategy on a multi-billion $ fundraise.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/d68b9ee1-70fc-4fc8-977e-7635ddc1ea00/original
PSA: If you were unable to get into the OpenAI round and need something very cool to do with the $250M+ you'd earmarked, my DMs are open.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/94db4b92-3d56-41a8-9142-f227592d0400/original
I spent the whole morning washing my clothes by hand and I haven't even started farming my dinner yet. There's gotta be a better way!
I sent Dev to school with a Lunchly this morning. Dad of the year!

He just got sent home for "pile driving six of his classmates" and "smashing his fist through his desk until it was nothing but kindling."

These things fucking rock.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/deeb7636-e37c-40fb-004a-150189cce500/original
Vertical Integrators are mispriced.

There are no playbooks or agreed-upon metrics. Valuing them is more art than science. It comes down to something like:

Size of the Prize x Plan x Probability of Execution

That comes down to the founders.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/fb308091-02f2-497e-9c71-ac4662391e00/original
Y’all mind if I have a good week?*

*Until I stay up until midnight watching Monday Night Eagles tonight
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/5c6694ae-e5c5-487c-a4ae-602fd3b14100/original
that seems like a really big decision! what was your process?
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/2717427c-ec46-431a-7ead-4b3301672600/original