Adoption cycles, human behavior, and market manias

Packy McCormick is one of the most thoughtful writers in tech and investing.

In this episode of Infinite Loops, we talk about why writing is still the most powerful way to think clearly, how optimism becomes rational when you spend time with people actually building things, and what happens when the internet punishes you for being early and wrong.

Important Links:

Packy McCormick on Optimism: https://www.notboring.co/p/optimism

The Internet Contrarian: https://www.osam.com/pdfs/research/The%20Internet%20Contrarian.pdf

Elliot Herschberg on GitLab Founder and Cancer: https://www.notboring.co/p/the-builder-cancer-problem

Ben Thompson's Aggregation Theory: https://stratechery.com/aggregation-theory/