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

Packy McCormickI'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/MollySOSheaPacky on X: https://x.com/packyMTIMESTAMPS:1:30 - Growing to 239k+ Subscribers5:00 - How Writing Led to a $50M VC Fund8:00 - The 'Not Boring' Creative Process13:50 - Top Founder Characteristics16:00 - Following Instincts vs Over-Intellectualization of VC22:00 - 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 Won42:45 - YC RFS Hot Take46:00 - 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