Acquired Arena Show Part I: Idea Dinner + YC Continuity
22 snips
May 12, 2022 
Packy McCormick, a prolific writer and investor behind the "Not Boring" newsletter, shares insights from the lively Idea Dinner. He discusses investment ideas from tech to real estate, analyzing key players like Snowflake and Opendoor with humor. Anu Hariharan, managing partner at Y Combinator's Continuity Fund, offers a unique perspective on late-stage investments, emphasizing community and peer learning. Together, they reflect on the evolving venture capital landscape and the importance of narratives in investing.
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ConstitutionDAO and Twitter
- Packy McCormick invested in ConstitutionDAO.
- He views Twitter as undervalued, suggesting a potential recurring revenue model.
Opendoor
- Packy McCormick's previous losing stock pick was Opendoor.
- He is doubling down, citing its market dominance in iBuying.
Future of Investing
- Shu Nyatta believes the future of investing lies in narrative creation.
- He observes most picks focused on currently cheap companies.