Packy McCormick is a technology writer and investor who founded the Not Boring Substack and the associated Not Boring Capital. He writes strategic and economic essays on AI, technology, and capital markets, and co-authored the March 2026 World Models essay *World Models: Computing the Uncomputable*.
Role: Founder of Not Boring; investor (Not Boring Capital); essayist Active venue: Not Boring (Substack, ~260,000 subscribers as of March 2026) Focus: Strategic and economic essays on AI, tech, and capital markets
Background and venue
McCormick publishes through Not Boring, a Substack newsletter with roughly 260,000 subscribers as of March 2026, and invests through Not Boring Capital. His essays run long-form and narrative in form, combining empirical and theoretical material, and are typically co-written with subject-matter experts.
Not Boring Capital invests in some of the companies McCormick covers, a disclosure context relevant to reading the essays.
World Models essay
On March 19, 2026, McCormick co-authored *World Models: Computing the Uncomputable* with Pim De Witte, CEO of General Intuition. The essay is the foundational source for the World Models concept: a roughly 30,000-word survey-and-thesis covering the modern history of the field (Schmidhuber 1990 → Ha-Schmidhuber 2018 → DreamerV2/MuZero 2020 → JEPA/IRIS 2022 → Genie/Cosmos/V-JEPA 2024-2025 → 2026 action-conditioned race), alongside a normative argument that World Models are a new model class that can "compute the uncomputable." The essay credits De Witte and General Intuition extensively, and the General Intuition perspective is central to it.
The essay draws a formal distinction between the two model classes:
"LLMs learn the structure of language. World Models learn the structure of causality."
Influence
McCormick's essays often shape investor and operator thinking on emerging technical categories before more formal academic literature catches up. The World Models essay positioned the category for institutional capital and policy attention.
Relationships
- related: Pim de Witte — World Models essay co-author
- related: General Intuition — General Intuition perspective is central to the World Models essay
- supports: World Models — anchor essay for the concept
Confidence
- High for the World Models essay authorship and content.
- Medium for influence claims.