The good people at Meter offered to send free hard copies of the Deep Dive to 50 people. Form below. It's a long Deep Dive, but a short book. My hope is that when Meter IPOs in a few years, this will be a cool piece of memorabilia to own.
@packym
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Specialized Robots Over Generalist Humanoids: The Rube Goldberg Approach
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Humanoids are sterile, same, mass, minimalist. Jacks of all trades, masters of none. Instead, we need menageries of exquisitely complex contraptions purpose-built for any and every task at hand. We need to be Rube Goldberg maxxxxing.
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$22.5B Valuation Achievement Credited to Jeb Leadership
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Not sure we'd have a $22.5B valuation to celebrate if it weren't for Jeb.
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AI Company Growth Strategies and Market Stickiness Analysis
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Man I loved Slack. That in particular was that MSFT trained its sights on Slack, but generally, something to do with stickiness and how you grow. I don’t eg think this applies to most of the fastest to $100M ARR AI companies today.
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Ramp’s Valuation Growth: From $1.6B to Market Leadership
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Slope over intercept.
— Packy McCormick (@packyM) 30 juillet 2025
From when Ramp raised at a then-crazy-seeming $1.6B valuation. https://t.co/nDCfz9iOoc pic.twitter.com/jIMDW83t70Slope over intercept. From when Ramp raised at a then-crazy-seeming $1.6B valuation.
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Ramp’s Net Present Value Surges $6.5B in 43 Days
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Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so… https://t.co/JjlYxmVXjA pic.twitter.com/IBL4dBS5hU
— Packy McCormick (@packyM) 30 juillet 2025Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so…
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David Foster Wallace on Internet Technology and Human Adaptation
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David Foster Wallace on the internet, way back in 1996. "Like at a certain point we're gonna have to build up some machinery, inside our guts, to help us deal with this. Because the technology is just gonna get better and better and better and better. And it’s gonna get
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Baudrillard on Commodifying Suffering in Tech Culture
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although Baudrillard would have something to say about that $15k for suffering
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Manifesto: The Return of Magic in AI Era
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This is a topic I keep dancing around, in pieces like Most Human Wins, Modern Magnificenza, and The Return of Magic. Today's essay is the closest to a manifesto I've come:
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Technology Creates Means, Not Meaning: Our Role
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Something I've been thinking and reading a ton about is the idea that as means grow, meaning seems to shrink. Technology creates means, but we shouldn’t expect it to create meaning. It can create the space for us to create meaning, but actually creating meaning is up to us.