01 / recommendation
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.”
- Speaker
- Packy McCormick
- Publisher
- Acquired
Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
51 published records
01 / recommendation
“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.”
02 / belief
“To foreshadow, I think, at one point early on, you described Not Boring as if Bill Simmons and Ben Thompson had a baby.”
03 / commitment
“I think what I will hopefully continue to do well at is looking into the very near future, never being the earliest person on something, but being the person who can say, all right, this is actually probably worth taking a look at now, and here's actually why it's not as wild as it seems, or why this is wild as it seems but it just might work.”
04 / belief
“I think that all helps because, we'll get to Breather, that was my first year’s experience.”
05 / belief
“I think 8 out of 10 DAOs might totally fail because they have that leadership issue or who is the final decision maker issue.”
06 / belief
“I think there may be some element of network economies here like what you were just talking about with the flywheel and being a reader.”
07 / uncertainty
“I'm like, oh, I know all about this. The professor was like, I don't know why it's called Wawa.”
08 / 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.”
09 / belief
“Someone I think signed up with Satya Nadella's email address, but it certainly wasn't him, and that email address has never opened an email.”
10 / evaluation
“There may even be one founder committing fraud that you've invested in, and it kind of doesn't matter.”
11 / belief
“I think on Saturday, you send out the email to LPs, and then come Monday you send out a public version, and it's pretty much the same.”
12 / 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.”
13 / belief
“I have a few pieces coming up. So I think, chances are, we're going to just cross a million dollars in 2021.”
14 / belief
“I think the realization that with such a smart, valuable, audience that attention is the scarce resource, I think that part of us realizing, oh, we should change the way that the Limited Partner program works and really make it just the limited partner community with some early exclusive access to this content.”
15 / commitment
“The kind of things that maybe before you would have gotten out of a partnership at a firm and certainly right now you get out of a partnership at a firm. It's not as formal, and I will still make more mistakes than probably a firm will make, at least on saying yes to things that maybe I shouldn't say yes to.”
16 / belief
“I think maybe Target was a client, Walmart, lots of clients including Amazon, lots of value.”
17 / commitment
“I will say, it's hard to buy and hold when you're in that position in life where the cash is useful and a material amount of your net worth.”
18 / belief
“I hadn't thought about this before going through the whole episode. But I think there's a strong element of counter positioning here with what you're doing, at least relative to traditional media companies.”
19 / belief
“Before we move on, I want to cover one final topic of journalistic integrity. Because David, I think your take may come across when we go back and listen to this as a little bit too—and this is when the downfall of democracy started.”
20 / uncertainty
“I don't know if you're the primary or the sole shareholder of Not Boring. You also just get to pick.”
21 / belief
“I'm not solely alone here, but I also can't be like, all right, Dan and Puja, you write the next Not Boring while I think about building this organization.”
22 / belief
“I think that's definitionally process power that you can't actually write down the process of creating the product that you create.”
23 / uncertainty
“Both of those are doing pretty well. I don't know, maybe you just threw in the towel a little bit too early.”
24 / belief
“Definitely, I think probably because of Not Boring Club I shied away from trying to be a community manager again.”
25 / belief
“I think before we move on from Not Boring Capital, this next phase, maybe it's the final additional phase of Not Boring.”
26 / belief
“I didn't have a future job lined up, but I was interviewing, trading, and making a bunch of dumb decisions that I think would make me a better investor later on.”
27 / 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.”
28 / commitment
“We're going to do the whole Acquired treatment on you Packy. But the first place I went where I was like, all right, I will start researching, build the script here for the Not Boring story, I went to your LinkedIn.”
29 / belief
“I think for Acquired, for Not Boring, for good content businesses, this is why I don't want to scale it and have to write a brand guideline or the style guide.”
30 / belief
“All of us who read every or close to every one of your posts, I think that's the charm.”
31 / 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.”
32 / evaluation
“Even figuring out how to price the round, figuring out what should go into the term sheet, spending time negotiating that, and then being on a board, God forbid. It actually just doesn't work with my strategy because it is a house of cards already, where you move one thing and the whole thing breaks.”
33 / belief
“The first two, amazing, so great. Then I would say three is pretty good too. Four, five, six, and seven, they're still really good.”
34 / belief
“I think you were owning the fact that a lot of things that you thought were going to go up did not go up.”
35 / belief
“Exactly, and I think part of that is probably what became Uber Eats. Ultimately, these people are moving around the city on their bikes.”
36 / belief
“Our ideas in our podcast, I think, are a testament to the fact that I get things wrong all the time.”
37 / belief
“Not Boring is still, I think, even if there's a two-year bear market, we come out the other side, reload, continue to grow, things continue to get better, and all of that.”
38 / belief
“I learned later that it came down to me and somebody who ended up working for the company later who's way more talented and smarter than I am.”
39 / belief
“I learned a lot about the company from your recent sponsored post on Modern Treasury.”
40 / commitment
“You are working on—I won't say harebrained, but maybe—a startup idea in a physical real estate space with maybe some issues with the business model.”
41 / evaluation
“We have created a new public podcast feed in Apple, Spotify, or wherever you get your podcasts, called the Acquired LP Show—very creative. That is right.”
42 / belief
“I think one of the takeaways that I'm not surprised by is your whole life and career led to this.”
43 / evaluation
“We traded pretty actively and made some of the dumbest trades in the history of the world. I think I bought Tesla during that summer at $29 and sold it.”
44 / commitment
“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.”
45 / preference
“What's really interesting is there are actually companies that I’ll say no to that I would invest in, that I think are great businesses, and I think to have something interesting strategically, but just maybe isn't interesting enough to the audience where actually, it would still perform.”
46 / commitment
“I will give you the timeline of how this round game came together. I will give you exactly how we think about cap table construction.”
47 / recommendation
“I think really, the advisor there is like, working with some of the companies and their portfolio to think about how they tell their story, writing pieces like I wrote with Chris in The Economist, they'll introduce me to companies that they have invested in and are excited about.”
48 / preference
“I did cross country and track in high school too. That was kind of a similar vibe where for most people that's punishment making them run many miles, and I love that.”
49 / evaluation
“It was that I lied all semester and said that I was doing really well in the class. So I thought that was the best parenting lesson that I could have ever received because it was a really good lesson both in honesty and in work ethic.”
50 / recommendation
“Please, for the love of God, don't sign a lease before you actually try to build a community because it sounds like the other stuff is hard, but what's really hard is actually building a community around this kind of stuff.”
51 / recommendation
“I wrote a bunch and you can see these essays too, trying to justify how this could be a venture scale thing if you added a bunch of stuff on top and started community first.”