Packy McCormick

Not Boring

[Packy McCormick @packyM]

The world is going to keep getting better because people are going to keep making it better.

Techno-Industrial Deep Dives:

[LIFE @LIFE]

LIFE returns to print 11.23.26.

Read our Editors’ Letter and learn more about the new LIFE here: https://t.co/ixtGWALWfT

[Packy McCormick @packyM]

@shkliarau @AmericanALCHMY 😂

[Packy McCormick @packyM]

They say reading is on the decline, but I’m at 66.6k words this week and I’m only in 49th on the Readerboard.

All the readers are on Readwise Books. It’s delightful, my favorite app. There are a bunch of little things they do to make the reading experience better and it’ll only get better from here.

Come join and try to outread me.

[Tristan @homsiT]

https://t.co/KM0JnIVujT

[Packy McCormick @packyM]

@shkliarau I think I heard about it on @AmericanALCHMY

[Packy McCormick @packyM]

@acornman_ I use the text to speech and read along, it’s great

[Packy McCormick @packyM]

@homsiT man i gotta get my numbers back up

[Packy McCormick @packyM]

@tomcritchlow @daylightco haven't held a boox so not sure relatively, but haven't had any issues holding it in bed, that's where I do most of my reading

[Packy McCormick @packyM]

@Hussein__khidr only explanation

[Packy McCormick @packyM]

@bbelldressing Smart. You won't need those anymore now that we have Readwise Books.

[Packy McCormick @packyM]

@homsiT i'll happily get pushed down the readerboard if it means more people are reading a lot.

[Packy McCormick @packyM]

@ImChauncey @johnkennedy_4 @anshu__mohan @WillManidis You found it!

[Packy McCormick @packyM]

@generativist I wonder how much of it was them just seeing what was going to be possible vs them hyperstitioning it

[Packy McCormick @packyM]

@nzgb gracias

[Packy McCormick @packyM]

going to just keep tapping the sign.

[Karim Atiyeh @karimatiyeh]

https://t.co/HxYe8oNoeO

[Packy McCormick @packyM]

@arudansk yes

[Packy McCormick @packyM]

The limits of intelligence discussion unlocked a weird idea which is something like: what if humans evolved to have the optimal level of intelligence for the universe?

Obviously, computers/AI can be faster, hold more memory and knowledge, and coordinate at greater scale, which means they'll be able to do (and are already doing) things that we can't, but maybe they don't get much better than us at figuring things out given the same data.

Deutsch calls humans universal explainers, capable, in principle, of understanding any explanation that can be understood.

Maybe beyond some level of intelligence, progress becomes increasingly constrained by access to reality, which seems right, but the weird idea is that maybe we basically have that level of intelligence.

Which maybe means AI will be more capable than us but not as incomprehensible to us as we are to ants or something.

Also makes me wonder if we could keep up given upgrades to memory/storage, etc... like a more collaborative version of the WaitButWhy Neuralink and the Brain's Magical Future argument.

Half-baked, but it's an idea I hadn't had before listening to this.

[Patrick OShaughnessy @patrick_oshag]

Cliff Sosin (@CliffordSosin) is one of my favorite people to call, ask some big questions, and then shut up and listen.

This conversation is a version of one of those calls.

We discuss:
- The limits of intelligence
- Owning the complements to it
- Meta, the frontier labs, and the AI build-out
- Capital markets
- Why he's comfortable with 80% of his portfolio in Carvana.

TIMESTAMPS
0:00 Intro
10:41 The Limits of Intelligence
18:03 Investing Beyond Cheap Intelligence
24:03 Will AI Become Commoditized?
35:10 Who Profits From AI?
43:00 AI Agents Reshape Competition
52:06 America's Capital Markets
58:04 Transforming Companies With AI
68:19 AI and Portfolio Concentration
73:16 Education in the AI Era

[Packy McCormick @packyM]

@LumpenBeuys I wouldn’t be surprised either, feels right

[Packy McCormick @packyM]

my dumb ass wading into the p=np conversation

[Greg Brockman @gdb]

p still probably doesn't equal np

[Packy McCormick @packyM]

@grantbelden i appreciate the respect