Bio
Packy McCormick's thinking operates at the intersection of technology analysis and business strategy, and his core thesis -- "Everything is Technology" -- argues that startups are currently operating that will displace incumbents in energy, healthcare, defense, manufacturing, education, housing, finance, and aerospace. More relevantly for AI, he observes that technology will create addressable markets out of previously fragmented industries like accounting, law, consulting, and labor. The mechanism: AI brings economies of scale and network effects to industries that historically could not achieve them because they depended on scarce human expertise.
Operating themes
- Operating thesis: Everything is becoming technology, and the winners are those who 'run up the stack' -- leveraging newly commoditized capabilities as inputs to create higher-order human value rather than competing with machines at tasks that are being automated.
- Ai Business Models
- Ai Product Strategy
- Community Led Growth
Cards
- Run up the stack, use commoditized capabilities as inputs to create higher-order human value, Run up the stack, use commoditized capabilities as inputs to create higher-order human value [Tier A]
- As AI-driven abundance expands, demand for structurally scarce assets intensifies, humans pay a premium for the things they can't replicate, As AI abundance expands, demand for structurally scarce assets, judgement, named relationships, original taste, intensifies [Tier A]
Sources captured
- 2026-04,
everything-is-technology-not-boring-by-packy-mccormick.md(operator essay archive) - 2026-04,
most-human-wins-not-boring-by-packy-mccormick.md(operator essay archive) - 2026-04,
openai-grand-strategy-not-boring-by-packy-mccormick.md(operator essay archive) - 2026-05-06, The Scarcity Supercycle (https://www.notboring.co/p/scarce-assets)