High Signal Podcasts Evidence ledger
Method
Browse

Public evidence record

Packy McCormick

Published podcast speaker

Claims
49
Episodes
3
Shows
1
Named items
2

Books, apps, and tools

The evidenced stack.

Browse the grouped index →

book / uses

Good Strategy/Bad Strategy

“We read a bunch of Ben Thompson and we read Good Strategy/Bad Strategy, and we're like, we're going to turn this company around using strategy. So we wrote this detailed memo full of his data science and my crazy ideas on how we can actually turn the company around by adding monthly space and competing more at the margins with companies like WeWork and Knotel.”

Acquired · 3 Dec 2021

Evidence receipt · Source ↗

app / likes

Not Boring

“What I love Not Boring to be a big and lasting thing that builds actual products and does things that outlive me, 100% I would love that.”

Acquired · 3 Dec 2021

Evidence receipt · Source ↗

Claim ledger

What Packy said.

27 transcript-backed records

05 / belief

I think that is the obvious one and the one that I don't have a solution to because I've said on the other side that if I have other people writing, maybe people don't want to come to Not Boring to read X, Y, and Z other person.

“I think that is the obvious one and the one that I don't have a solution to because I've said on the other side that if I have other people writing, maybe people don't want to come to Not Boring to read X, Y, and Z other person.”
Speaker
Packy McCormick
Publisher
Acquired

07 / belief

When you think about the future, tech, and AI is stealing everyone's job, maybe that happens at some point in the future. But I think the really great thing is people are pulling resources in the right place and then you can access them at the time they make sense.

“When you think about the future, tech, and AI is stealing everyone's job, maybe that happens at some point in the future. But I think the really great thing is people are pulling resources in the right place and then you can access them at the time they make sense.”
Speaker
Packy McCormick
Publisher
Acquired

12 / belief

I've always been honest that I'm going to follow whatever I think is the most interesting. It makes my schedule miserable because I pick each week what I want to write about based on what I think the most interesting thing happening is.

“I've always been honest that I'm going to follow whatever I think is the most interesting. It makes my schedule miserable because I pick each week what I want to write about based on what I think the most interesting thing happening is.”
Speaker
Packy McCormick
Publisher
Acquired

14 / belief

I had a 150-person team that I think I got along really well with. So I think the sabbatical is also useful in being like, look, Packy is away in Japan right now, the company hasn't fallen apart, and your life is not miserable.

“I had a 150-person team that I think I got along really well with. So I think the sabbatical is also useful in being like, look, Packy is away in Japan right now, the company hasn't fallen apart, and your life is not miserable.”
Speaker
Packy McCormick
Publisher
Acquired

19 / belief

I think the acquisition is interesting because, as you guys pointed out, it gives Slack this massive professional Salesforce to go push their product into all the [...

“I think the acquisition is interesting because, as you guys pointed out, it gives Slack this massive professional Salesforce to go push their product into all the [...”
Speaker
Packy McCormick
Publisher
Acquired

21 / belief

I think the F for me is trying to integrate Slack and Salesforce the products and failing and turning Slack more into Salesforce than Salesforce more into Slack.

“I think the F for me is trying to integrate Slack and Salesforce the products and failing and turning Slack more into Salesforce than Salesforce more into Slack.”
Speaker
Packy McCormick
Publisher
Acquired

22 / belief

Slack, as we'll discuss I’m sure, just reported earnings and the numbers look good, yet again. It's one of these companies that has been underappreciated but I think over time is going to build into a juggernaut.

“Slack, as we'll discuss I’m sure, just reported earnings and the numbers look good, yet again. It's one of these companies that has been underappreciated but I think over time is going to build into a juggernaut.”
Speaker
Packy McCormick
Publisher
Acquired

23 / belief

Next year, this is a billion-dollar run rate company with 86% gross margins that just became free cash flow positive and grew from $10 million (I think) to $36 million in free cash flow this quarter.

“Next year, this is a billion-dollar run rate company with 86% gross margins that just became free cash flow positive and grew from $10 million (I think) to $36 million in free cash flow this quarter.”
Speaker
Packy McCormick
Publisher
Acquired

25 / belief

To Slack's great benefit, you're just counting this tiny, tiny, tiny discount rate and yet it's not being reflected in the stock price if they're not taking that long-term view that I think you can't be any better than a C for me, unfortunately.

“To Slack's great benefit, you're just counting this tiny, tiny, tiny discount rate and yet it's not being reflected in the stock price if they're not taking that long-term view that I think you can't be any better than a C for me, unfortunately.”
Speaker
Packy McCormick
Publisher
Acquired

26 / belief

I think that's right, but I do think for this next generation, companies like Huddle are going to come out and combine the best of Discord with all of the below-the-surface-level features of Slack.

“I think that's right, but I do think for this next generation, companies like Huddle are going to come out and combine the best of Discord with all of the below-the-surface-level features of Slack.”
Speaker
Packy McCormick
Publisher
Acquired

27 / belief

I think mine is somewhere similar and it just revolves a little bit more around Slack Connect really being what they think it's going to be and not just creating the social network at the horizontal layer but also making being the target in Salesforce a better experience, humanizing the whole sales process a little bit versus getting hit with some awful drip campaign.

“I think mine is somewhere similar and it just revolves a little bit more around Slack Connect really being what they think it's going to be and not just creating the social network at the horizontal layer but also making being the target in Salesforce a better experience, humanizing the whole sales process a little bit versus getting hit with some awful drip campaign.”
Speaker
Packy McCormick
Publisher
Acquired
Search evidence